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Fort Lauderdale, FL
... TD Bank Wealth Management, Ft Lauderdale, FL Financial Advisor/Manager 04/2021-07/2023 Responsibilities: Assessed the financial needs of individuals and helped them with decisions on investments (such as stocks and bonds), tax laws, and insurance. ...
- May 08
Hollywood, FL
... relationships formed directly with clients, built on advisor guidance • Experienced in managing people, and serve as a ... leadership in team management, new business development, and financial oversight • Managed and mentored media personnel, ...
- May 07
Pompano Beach, FL
... Professional Experience As International Audit and Professional Development Partner Venezuela and Latin America including through Florida – 1975 to 2005 ●As Staff since 1975 has been trained as auditor and financial advisor during all career in ...
- Apr 25
Davie, FL
... Serve as a trusted advisor to leadership in all matters related to talent development, organizational culture, employee ... Audits • Worked with Corporate Finance and Audit teams on financial controls and reporting. Owned the payroll process from ...
- Apr 22
Pompano Beach, FL
... Financial Advisor Aerotek - Coconut Creek, FL February 2021 to March 2022 Answering questions about acct, help make withdrawals, transfers & exchanges…also can help them stop or make a monthly payment Customer Service Representative Inktel/Apple One ...
- Apr 04
Fort Lauderdale, FL
... COVID isolation advisor, assist with protocols and throughput in the emergency department for adult and pediatric. Various ... Held plan, implement, and evaluate health care treatments Worked closely with case managers, social workers, and financial ...
- Apr 01
Hialeah, FL
... Analyzed budgets, financial reports and projections for accurate reporting of financial standing. Hard working managing a ... Accountant Lennar Homes, Doral, FL Education Mar 2023 - Present Certified Pro-Advisor Quickbooks Quickbooks, Remote A ...
- Mar 14
Delray Beach, FL
... •Enrollment Management •Student Affairs •Customer Service •Financial Aid •Leadership •Program Management Professional ... ThriveDX (Formerly HackerU) 10/2021 – 06/2022 National Admissions Advisor (End Reason: Laid off during large RIF) •Develop a ...
- Mar 08
Plantation, FL
... NSB Consulting Staffing Temporary Position-Lincoln Tech 06/23 – 12/2023 Student Financial Aid Advisor- Remote Under limited supervision responsible for assisting senior advisors, coordinators, and management with calculating eligibility, ...
- Feb 23
Fort Lauderdale, FL
... Financial Advisor Trainee Morgan Stanley Dean Witter Chicago, IL • Obtained licenses while participating in MSDW’s vigorous training program and worked with senior Financial Advisors to solicit new clients by cold-calling, emails, mailings, seminars ...
- Feb 18