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Financial Advisor resumes in Lafayette, CA

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Resume alert Resumes 31 - 40 of 541

Revenue Management Expert, Strategic Advisor

San Francisco, CA
... and change advocate with more than 20 years C-suite experience and an integrated business-financial-technical perspective. ... Caesars and Harrah’s Entertainment Strategic Advisor. 2005 - 2007 Responsible for the scope, definition and development of ... - 2023 Aug 24

Real Estate, Home Inspections, Sales, Customer Service

San Francisco, CA
... Financial Advisor - Self Employed, January 2009 – Present - Part time Business, Financial, and Real Estate Consulting. Saved people from losing millions of dollars. Made it possible for people to retire. Insurance Sales – Business, Life insurance, ... - 2023 Jul 30

Administrative Assistant Customer Service

Oakland, CA
... Financial Advisor New York Life - San Ramon, CA 10/2020 - 06/2021 Developed prospects from referral leads, current customers and networking events interacting directly with 25 customers per week. Educated clients on various financial plans including ... - 2023 Jul 05

Account Manager Business Development

San Francisco, CA
... ●Developed trusted advisor relationships with property managers, customers, and stakeholders. Senior Account Executive, ... San Francisco, CA 2009 – 2011 Developed a growth strategy focused both on financial gain and customer satisfaction. ... - 2023 Jun 30

Security Engineer

Vallejo, CA
... Mass Mutual San Francisco, Walnut Creek, CA 6/2013 – 12/2015 Financial Advisor Provided financial solutions for clients through fact gathering and needs based analysis. Fostered relationships with SMB owners to provide employee benefit planning. ... - 2023 Jun 23

Customer Service Property Assistant

Oakley, CA
... Treasury Advisor IV/Accountant December 1997 to May 2009 Bank of America, Concord, CA ● Managed high security accounts such as USPS, CIA, IRS and the United States Military. ● Specialized in customer relationship management offering financial ... - 2023 Jun 23

combat medic veteran

Oakland, CA, 94612
... and progress to management and outside agencies • Serve as a trusted advisor and mentor for students needing assistance with ... to streamline veteran certification process, and with the Financial Aid office to improve funding access and increase ... - 2023 Jun 20

Operations Manager Analyst

San Francisco, CA
... Change Management Agile PROFESSIONAL EXPERIENCE Improvement Advisor/Consultant Nov 2022 - Present UCSF Health San Francisco, ... Responsible for major client reports including illustrations under company software Prepared projected financial ... - 2023 Jun 12

Senior Recruiter

Pleasanton, CA
... Human Resources Professionals, Financial analysts, Hardware Technicians, Affluent Bankers, Branch Managers to name a few. ... screen and interview Provide strategic guidance and become an advisor to executive leadership in matters related to top ... - 2023 Jun 05

HR Professional

San Bruno, CA
... delivery through operations management, account management, financial management, as well team coaching and development. ... Acts an advisor to internal leadership, managers, business partners and employees. Provide guidance and complex process ... - 2023 May 31
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