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Financial Advisor resumes in Lafayette, CA

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Resume alert Resumes 51 - 60 of 542

Hospitality field many positions

Daly City, CA
... Banamex, Mexico — Financial Advisor 1989 - 2001 *Identified and developed portfolio solutions, including customized investment management and stock option grants to advisory services for top level business executives at Fortune 500 companies. ... - 2022 Aug 31

Resource Technician Customer Service

Pittsburg, CA
... of Science, Healthcare Administration June 2014 SKILLS: Strategic Planning w Business Development & Marketing w Financial Advisor w Event Management & Promotion w Customer Service w Leadership w Strong Interpersonal Skills w Analytical Skills ... - 2022 Jul 27

Service Representative Customer

Hayward, CA
... Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records. ... CUSTOMER SERVICE REPRESENTATIVE/ACCOUNT 06/2018 to 12/2018 ADVISOR WHECO Video Client Care Little Rock, AR Provided ... - 2022 May 26

CSR

Daly City, CA
... to accounts, maintain files on the financial status of accounts, reach out to customers with unpaid debt, set up repayment plans according to ability to pay, Keep track of delinquent accounts. Financial Aid Advisor Representative, Financial Aid 10 ... - 2022 May 22

Wealth Manager

San Francisco, CA
... Wealth management firm providing integrated solutions in financial and estate planning • Cultivate long lasting connections ... , LLC, PA/ Castle Capital, LLC, NY 2008–2013 Commodity Trading Advisor, registered with the CFTC and NFA • Generated non ... - 2022 May 10

Policy Analyst Case Worker

Livermore, CA
... and effective financial flows for essential service delivery Undertaking budget analysis aimed at equitable allocations for essential services and grants management/donor reporting on the funds in hand 2019-06 - 2020-01 Policy Advisor United States ... - 2022 Mar 27

Nurse Practitioner Financial Officer

Larkspur, CA
... 415-***-**** Larkspur, CA 94939 adp8ch@r.postjobfree.com SUMMARY Experienced senior financial manager and CPA with a proven ... EXPERIENCE CONSULTANT Bay Area, CA Senior Coordinator/Executive Advisor/Controller/CFO 1996 - Present Consulted and provided ... - 2022 Feb 14

Data Analyst Sql Developer

Fremont, CA
... TECHNICAL SKILLS: Functional Areas: MS SQL, Oracle EBS, ERP, ETL, BI-DW, Order Management, Capital Market, Financial ... Tools: SSAS, Excel, SQL Server Profiler, Database Tuning Advisor, Execution Plan, Query Analyzer Databases / DB Tools: MS ... - 2021 Dec 04

Active Directory Data Modeler

Fremont, CA
... applications, Microsoft Active Directory (AD), Security, Oracle Financial Application, SQL Server Utilities, ODBC, Microsoft ... Tuning Advisor, MS SQL Profiler, T-SQL System and desktop administration, database administration, network administration. ... - 2021 Oct 26

Mortgage Loan Processor

Union City, CA
... City, CA Mortgage Finance Advisor Organized and detail-oriented professional with proven capability of creating, reviewing, and implementing effective mortgage loan processes with a keen focus on streamlining organizational financial operations. ... - 2021 Sep 17
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