| Resume alert | Resumes 1 - 10 of 540 |
Software Engineer
San Pablo, CA
... ● Advised financial client to simplify and grow $100M AUM practice to $145M and invited to share with $2B+ AUM team. ● Spearheaded building of Women in Finance group expanding existing and attracting new advisor relationships. Sales Consultant May ... - Apr 17
... ● Advised financial client to simplify and grow $100M AUM practice to $145M and invited to share with $2B+ AUM team. ● Spearheaded building of Women in Finance group expanding existing and attracting new advisor relationships. Sales Consultant May ... - Apr 17
Life Insurance Financial Advisor
San Francisco, CA
... Center July, 2018 to January, 2020 *Monitoring and guiding Attendees to appropriate Vendor’s Booth and Meeting Rooms Financial Advisor – Exertus Financial Group February, 2017 to June, 2018 Analyzes and provided Life Insurance & Retirement Solution ... - Mar 27
... Center July, 2018 to January, 2020 *Monitoring and guiding Attendees to appropriate Vendor’s Booth and Meeting Rooms Financial Advisor – Exertus Financial Group February, 2017 to June, 2018 Analyzes and provided Life Insurance & Retirement Solution ... - Mar 27
Client Associate Business Administration
Las Gallinas, CA, 94903
... Provide recommendations for adjustments based on market trends and individual financial goals. Build and maintain strong client relationships, serving as a trusted advisor in all matters related to personal financial planning. Stay informed about ... - Mar 26
... Provide recommendations for adjustments based on market trends and individual financial goals. Build and maintain strong client relationships, serving as a trusted advisor in all matters related to personal financial planning. Stay informed about ... - Mar 26
Software Development Quality Analyst
Oakland, CA
... N/A Phone: 408-***-**** Veronika – Lead Manufacturing Associates Email: N/A Phone: 408-***-**** Lovedeep - Financial advisor - Bank of America Email: N/A Phone: 408-***-**** Rinku - Financial advisor - Bank of America Email: N/A Phone: 650-***-**** - Mar 19
... N/A Phone: 408-***-**** Veronika – Lead Manufacturing Associates Email: N/A Phone: 408-***-**** Lovedeep - Financial advisor - Bank of America Email: N/A Phone: 408-***-**** Rinku - Financial advisor - Bank of America Email: N/A Phone: 650-***-**** - Mar 19
Strategic Partnerships, Investment Expertise, Project Management
San Francisco, CA
... Financial exchange marketplace and investment fund platform serving private growth companies and investors. Leadership: Manage fund portfolio of 60 direct venture and growth investments, RIA team manager (10+). Investment: Lead portfolio manager and advisor ... - Mar 12
... Financial exchange marketplace and investment fund platform serving private growth companies and investors. Leadership: Manage fund portfolio of 60 direct venture and growth investments, RIA team manager (10+). Investment: Lead portfolio manager and advisor ... - Mar 12
Data Integration Inventory Management
Walnut Creek, CA
... Handle sensitive and confidential information including financial accounts and records, trusted advisor. Streamlined production of a variety of business and academic documents to increase client’s daily efficiency and operating costs. Researched and ... - Mar 09
... Handle sensitive and confidential information including financial accounts and records, trusted advisor. Streamlined production of a variety of business and academic documents to increase client’s daily efficiency and operating costs. Researched and ... - Mar 09
Real Estate Business Development
Berkeley, CA
... the development of financial strategy, oversaw audits, and conducted in-depth analyses to drive organizational growth and fiscal health. Cheetah Capital, Account Executive — Boston, MA 01/23 - 06/23 Consistently ranked as the top-performing advisor, ... - Feb 29
... the development of financial strategy, oversaw audits, and conducted in-depth analyses to drive organizational growth and fiscal health. Cheetah Capital, Account Executive — Boston, MA 01/23 - 06/23 Consistently ranked as the top-performing advisor, ... - Feb 29
Procurement Specialist Supply Chain
Fremont, CA
... Document Preparation, Cost Savings, Product Portfolios, Financial Reporting Meta, Fremont, CA, 2021 – 2024 Project ... Tesla Motors, Fremont, CA, 2018 – 2021 Inside Sales Advisor Tesla Advisor (SDR) § Developed a new tracking tool within Excel ... - Feb 28
... Document Preparation, Cost Savings, Product Portfolios, Financial Reporting Meta, Fremont, CA, 2021 – 2024 Project ... Tesla Motors, Fremont, CA, 2018 – 2021 Inside Sales Advisor Tesla Advisor (SDR) § Developed a new tracking tool within Excel ... - Feb 28
Expert Witness, Financial Advisor, High Risk Patient Care
Danville, CA
JANET GRACE ATTARD, RN IV, RNC-MNN, CLNC, MBA, *L *** **** *** *****, ********, CA 94506 ad3zco@r.postjobfree.com/ # 925-876- 1377 Professional Resume SUMMARY AND LICENSURE Janet Grace Attard, RN IV, RNC-MNN, CLNC, MBA, 1L POSITIONS FINANCIAL ADVISOR ... - Feb 28
JANET GRACE ATTARD, RN IV, RNC-MNN, CLNC, MBA, *L *** **** *** *****, ********, CA 94506 ad3zco@r.postjobfree.com/ # 925-876- 1377 Professional Resume SUMMARY AND LICENSURE Janet Grace Attard, RN IV, RNC-MNN, CLNC, MBA, 1L POSITIONS FINANCIAL ADVISOR ... - Feb 28
Account Manager Inside Sales
Union City, CA
... 2012- 2016 Freedom Financial Consolidation Plus San Mateo, California Consumer Finance Advisor in the inside sales division of the company. Excellent close ratio and top producer in production and customer satisfaction. Efficiency with high volume ... - Feb 27
... 2012- 2016 Freedom Financial Consolidation Plus San Mateo, California Consumer Finance Advisor in the inside sales division of the company. Excellent close ratio and top producer in production and customer satisfaction. Efficiency with high volume ... - Feb 27