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Alameda, CA, 94501
... EXPERIENCE IEQ Capital, Product Manager/Senior Salesforce Administrator/Associate Director December 2022 - Present Salesforce Financial Service Cloud owner for national Registered Investment Advisor with users and offices spread across the US. Led ...
- 2023 Nov 22
Foster City, CA
... • FundCogito (LP/GP VC Portal) 2017-2019: Advisor to a start-up Fund Administrator • Mastermind Studios (Mobile gaming app) 2016: Consulting CFO/Controller performing financial statements • Swing Education (SaaS) 2016: Consulting CFO/Controller ...
- 2023 Nov 17
San Francisco, CA
... Translator/Interpreter & Culture Advisor 08/04/2015 - 03/31/2020 Czech Army Task Force Protection - Resolute Support, Bagram ... • Managed the financial operations of the park organization, including ensuring timely and accurate financial reports and ...
- 2023 Nov 12
San Francisco, CA
... Commerce (Accounting & Finance) and Financial Economics ADDITIONAL • Startup advisor (Shortage Global and iCommunify), and angel investor (e.g. Sirka, Indonesia and The Mood Space, India) • Girls’ Inc. of Island City - Board Member and Governance ...
- 2023 Nov 10
San Francisco, CA, 94114
... of California Santa Cruz (2/2022 – 8/2022) Divisional Resource Analyst – Physical and Biological Sciences Department Financial Advisor and Manager of State and Federal Funds for assigned campus departments Manager/Overseer/Approver of purchases and ...
- 2023 Oct 21
Burlingame, CA
... ran, and successfully conducted the self-assembly and other projects after coordinating with the research advisor; ... Institute of Technology USA May 2010 Volunteering Service: 1) Financial Secretary in PTA (Parent Teacher Association) 2) ...
- 2023 Oct 16
Alameda, CA
... •Prepared management studies, budget and financial plans, procurement and property matters, travel requests, space plans and ... senior advisor for special circumstances or areas of concern or special interest by the management staff. •Served as primary ...
- 2023 Oct 11
San Francisco, CA, 94132
... feature, enabling users to request assistance or contact an OnStar Advisor in case of emergencies or vehicle-related issues ... •Developed features that enabled users to buy and sell a wide range of financial instruments, including stocks, ETFs, mutual ...
- 2023 Oct 06
Castro Valley, CA
... Telemarketer Prosperity Financial Group - San Ramon, CA September 2005 to July 2006 To cold call from list of small to medium employee sized business for appointment with Benefits Advisor, medical insurance, retirement review. Inside Sales United ...
- 2023 Aug 26
American Canyon, CA, 94503
... and Suisun, CA Tax Associate 1 December 12, 2006 to February 10, 2007 Job Duties included but not limited to: Preparing and filing clients’ taxes As financial advisor, we help the clients how to save and have a better tax break in the future. ...
- 2023 Aug 25