Financial Advisor Resumes

Concord, MA
... Logs with Remedy Asset Database to verify software license coverage and support vendor contract negotiations I/S Advisor – Financial Analyst Aventis Feb 1996 – Jan 2000 •Managed annual capital and expense budgeting and forecasting for a $34MM I/S ... - Jun 16

Chicago, IL
... ● Directly accountable for meeting financial and P&L goals by setting and exceeding production goals. ● Created a call ... • Manage the mortgage loan process from the Mortgage Advisor, Mortgage Loan Officer, Processor, underwriter, Appraisal ... - Jun 16

Edmonton, AB, Canada
... 2.Software for Multiscale Modeling (SMModeling.com)- Scientific Advisor 2021-2024 Scientific adviser and Software developer: ... financial report sheet preparation and management. ● Prepared scientific, financial and personnel requirements documents for ... - Jun 16

Memphis, TN
... students with prerequisites • Assist students with financial aid requirements • Aided students in making appointments ... pricing information, and delivery status updates Benefits Advisor Axion September 2025 to October 2025 • Provided expert ... - Jun 16

Easton, PA
... • Served as Board Secretary, Corporate Secretary, and trusted advisor to Boards, CEOs, executives, and government officials. ... • Developed legislative solutions during the COVID-19 pandemic that enabled emergency financial support for affected ... - Jun 15

Dallas, TX
... and submit all billing in CMIC Generate and analyze weekly financial reports (labor, materials, AR/AP, subcontractor costs) ... vendor commission rejections Bilingual Customer Service Trusted Advisor Train new advisors on process and system Enroll new ... - Jun 15

Colorado
... Insurance License, Acquired: January 2026 Quicks Books Pro Advisor Certification, Acquired: July 2025 Experience: Licensed ... • Prepare and organize monthly financial statements of client’s books. • Clean books using monthly reconciling in QuickBooks ... - Jun 15

Forney, TX
... Scaling, Elastic Load Balancing, EMR, Redshift, CodeDeploy, Trusted Advisor Infrastructure as Code (IaC): Terraform, AWS ... VPCs ensuring compliance with strict financial data residency laws and regulatory requirements including PCI-DSS and SOC 2. ... - Jun 15

Los Angeles, CA
... CAREER OBJECTIVE Sales Associate Walmart, Laguna Niguel, Ca Financial Advisor Primerica, lakewood, CA EXPERIENCE February 2022 - January 2023 • Met merchandising standards by keeping store stocked and products faced. Encouraged customers to make ... - Jun 15

Newcastle, KwaZulu-Natal, South Africa
... in cash handling Balancing daily accounts and compiling accurate financial reports Resolving client queries and aligned team ... Name: Tswarelo Phasha Establishment: Boston City Campus Position: Student Advisor Contact details: 015-***-**** - Jun 14