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Financial Advisor resumes in Lafayette, CA

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Recruiter, Management, Epic EMR training

Fremont, CA
... completion of Medical Assistant program Managerial Financial Analyst Diploma, University of Notre Dame de Namur KP ... Prior Experience: Admissions Consultant/ Advisor for Technology Curriculum/Recruiter at Cal State East Bay, Contra Costa ... - 2021 Jul 18

Development Operations Security Engineer

Berkeley, CA
... Software security remediation in Financial Services. Managed teams of 50 direct reports. Significant accomplishments include ... immutable data with Spinnaker templates - Strategic advisor to CTO for forming a dedicated open source team to manage ... - 2021 Jun 05

data science, machine learning

Burlingame, CA
... (most successful campaigns were mailers!) MassMutual Financial Group Financial Advisor · Fall 2012 to Fall 2015 · San Francisco, Ca - Provided comprehensive financial planning services to individuals and companies. - Trained on client relationship ... - 2021 Jun 01

Financial Aid Control Analyst

Walnut Creek, CA
... Financial Aid Advisor: Coached and mentored 8 team members in daily student finance operations. Maintained file intake completion throughout the enrollment process while tracking new applications and missing documents to allow for timely follow up ... - 2021 May 30

Technical Advisor Pleasant Hill

Pleasant Hill, CA
... common processes using bash, Ruby, Python 3 DiveIn, Technical Advisor (May 2019 – Present) San Francisco, California Sencha, ... (Dojo/jQuery) Created new product lines for a global financial training and compliance vendor Technical Green LLC, ... - 2021 May 25

Editor, Sales Manager, Relationship Manager, Storyteller, Marketing

Livermore, CA
... Gamestop Assistant Store Manager 10/16 - 10/17 Senior Guest-Advisor 09/14 - 10/16 Guest-Advisor 06/14 - 09/14 ● Led store to ... for 1st party developers ● Executed plans that outpaced financial objectives to align with brand strategies ● Coached 4 ... - 2021 May 05

Safety Officer Inside Sales

Hayward, CA
... Transamerica / World Financial Group, South San Francisco March 2016 – March 2020 Licensed Health and Life Insurance Agent ... December 2017-2019 Cummins Sales, Service Advisor Identify, ascertain and accommodate client issues and identify problems ... - 2021 Apr 30

Salesforce Sales

Fremont, CA
... setup, development and test cases) for various apps like Adoption Analytics, B2B Commerce (Pardot), Retail Banking Analytics Financial Advisor Analytics(Financial Service Cloud), Pricing Analytics & Quoting Analytics (Salesforce CPQ), Field service ... - 2021 Apr 14

Assistant Marketing

San Francisco, CA
... Northwestern Mutual — Financial Advisor September 2020 – Current • Help clients understand the complexities of both investments and risk management. • Create and customize financial plans that best tailor client needs. EDUCATION: University of ... - 2021 Mar 04

Financial Marketing

Daly City, CA
... Associate Financial Consultant, Merrill Lynch Wealth Management May 2016 - Nov 2016 - Coordinated with a top-ranked financial advisor in a fast paced environment; processed financial transactions, provided customer service to ultra-high net-worth ... - 2021 Jan 21
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