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Financial Advisor resumes in Norman, OK

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Data Center Account Manager

Midwest City, OK
... Trusted business advisor to the customer & uses in-depth knowledge of Dell's technology products and services to help ... Made headway the territory base to attain financial objectives and will lead the sales process utilizing all available ... - Mar 16

Customer Service Managed Care

Norman, OK
... The Scooter Store-New Braunfels, TX Financial Support Manager (February 2009-September 2011) *Account Auditing *Insurance Verification *Insurance Documentation Advisor Obtained all Authorizations as needed to complete sale of Power-wheel chair *Made ... - Mar 09

Sales Manager

Norman, OK
... Independent Insurance Advisor / Area Sales Manager American Financial Services Network Norman, OK / April 2001 - February 2006 Provided personal lines of insurance, focusing on comprehensive financial planning and client education. Analyzed client ... - Feb 29

Management Associate Relationship

Norman, OK
... and weaknesses • Train clients to use time management tools • Created and manage Facebook Group with 4,000 members Financial Advisor, 2006-2008 Edward Jones Investments, Oklahoma City, Oklahoma • Started with zero assets and personally obtained ... - Feb 11

Administrative Assistant Air Force

Moore, OK
... Tinker Air Force Base, OK March 2014 - June 2020 - Served as lead resource advisor for the Personnel Directorate at Tinker with operating locations at Hill and Robins - Provided financial management and advisory oversight of expenditures to ensure ... - 2023 Dec 30

Account Executive Oklahoma City

Purcell, OK
... Customer Success team • Responsible for LOI’s, contract negotiation, SOW’s, legal liaison, delivery teams, client success Financial Advisor, Morgan Stanley Oklahoma City, OK June 2009 – July 2013 • Strong aptitude of municipal and corporate bonds, ... - 2023 Nov 09

Scrum Master Management Professional

Oklahoma City, OK
... processes to include internal controls to ensure accurate financial statement reporting • Provide status updates and ... • Served as primary logistical advisor to the commander for 53 members. • Orchestrated the procurement of durable and ... - 2023 Oct 11

Admissions Counselor Outreach Specialist

Mustang, OK
... REP/AMERICAN EXPRESS FINANCIAL SERVICES Aug 2021- Present High Value Service/Capital One Financial Services March 2020-October 2021 RETENTION TEAM LEAD/ COX MAY 2017-OCT 2021 Financial Aid Counselor/Platt College Financial Aid Advisor Sept 2016- May ... - 2023 Jun 16

Customer Support Benefits Advisor

Oklahoma City, OK
... Norman Regional Hospital Norman, OK Financial Counselor 01/2022 - 06/2022 Called patients to obtain their out of pocket ... OU Health Science Center Edmond, OK Patient Benefits Advisor 04/2018 - 12/2021 Provided direct service and support by ... - 2023 Jun 02

Customer Service District Sales

Oklahoma City, OK
... Besides my sales record, my Book of Business created value as a HR) Analyst/Advisor Morgan Stanley Dean Witter, Inc July 2004 to April 2011 State:Texas Financial Services -I became a Financial Advisor following the completion of my Series 7 & 66 ... - 2023 Feb 27
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