Charlotte, NC
... Partners include, but are not limited to: financial advisor, mortgage, trust, wealth, business banking, treasury services and merchant services. Lead Teller (02/1999 - 02/2001) Maintained a cash drawer; balances and audits the cash drawer according ...
- Jul 09
Riverside, CA
... and building financial systems that drive transparency and sustainability. Collaborative leader with cross-functional expertise in FP&A, regulatory compliance, program alignment, and board engagement. Series 7 and 66 licensed investment advisor with ...
- Jul 09
Camden, SC
... Maintain financial records, cash handling, and operational documentation. Merchants Tire — Service Advisor September 2011 – January 2012 Crossroads Ford — Service/Parts Helper February 2011 – August 2011 Vann York Honda — Parts Counterperson ...
- Jul 09
Milwaukee, WI
... Known for building trust quickly, handling financial conversations with confidence, and helping clients move forward when they’re ready. Proven track record of exceeding sales goals, maintaining long-term client relationships, and turning follow-up ...
- Jul 09
Minden, NV
... Clients • Financial Analysis and Reporting • Financial Statements • Cash Management • AP • AR• PR • Tax Forms Financial Audits • Audit Controls • Cost/Benefit Analysis • Banking Computerized Financial Accounting Systems Pro Advisor QuickBooks – ...
- Jul 09
Charlotte, NC
... with 14+ years leading large-scale SAFe Agile transformations for Fortune 500 financial services and insurance enterprises. ... Certified SAFe Program Consultant (SPC) and Release Train Engineer (RTE) recognized for building trusted-advisor ...
- Jul 09
Allen, TX
... - Reviewing all insurance medical policies Collections Representative II 12/09/2019-03/2022 Financial Concierge Advisor AIS Healthcare Responsible for collecting, reviewing, and completing applicable care transition documents. Participates with data ...
- Jul 09
Reisterstown, MD
... Tara Meneely LinkedIn Customer Experience Professional Trusted Advisor Customer Advocate Problem Solver Professional Summary ... solutions aligned to customer health needs, eligibility, and financial considerations Complete telephonic enrollments and ...
- Jul 09
Bushnell, IL, 61422
... Kelly Services Apple at Home Advisor Jan 2020 - Sep 2020 Delivered phone and chat support for Apple products, resolving ... & Account Management: Customer Support, Account Management, Financial Services Remote Work & Leadership: WFH Experience, ...
- Jul 09
Hyderabad, Telangana, India
... : Aegon /Synechron Technologies ltd Hyderabad Domain : Financial services Duration : Dec 2024 – June 2025 Role : Sr Jira ... • Serve as a technical advisor and the primary implementer for new capabilities in JIRA. • Create team specific agile ...
- Jul 09