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Capital Markets and Trading Professional

Danville, CA
... 2016 Investment Consultant Assisted clients in financial planning, investment management, and trading strategies. Bank of America, ML 2014-2015 Financial Advisor Provided consulting and financial advisory as well as executing FX trades for clients. ... - May 23

Executive Assistant to Director of Compliance

Newburyport, MA
... Freelance Recruiter/Consultant Advisor Greater Boston Area March 2017 - October 2023 (6 years) Financial Service, Healthcare, and Bio-Tech Industries Sales, Sales Support, Delivery roles, Compliance, Operations, IT ● Recruited top talent in ... - May 23

Relationship-driven Sales Leader with Relocation Flexibility

Greenville, SC
... content management pltfom, enabling financial insttutons to automate processes, migate risks and reduce costs. ‘+ Generated substantial interest and pipelines from clon including State Street Global Advisor, Blackstone, Butteeld Bank, Allanes ... - May 23

Crystal Marie Taylor Financial Advisor Resume Title

Tulsa, OK
Crystal Marie Taylor Financial Advisor Contact PHONE: 248-***-**** WEBSITE: Website goes here EMAIL: *************@*****.*** Hobbies Acoustic Guitar Flute Music Choir Skating Long Walks in the summer Excellent oral and written communication and ... - May 22

Operations & Executive Assistant

Irvine, CA
... Executive Assistant, MICROSOFT Sept 2017 – Aug 2025 ● Executive Support: Served as a trusted advisor to the VP of Finance ... Directed a 70-member team, overseeing recruitment, training, and financial planning. ● Dietician, Various Hospitals (1997 – ... - May 22

Accounts Payable/Receivable and Tax Accountant

Dallas, TX
... • General ledger accounting • Financial Report Writing • GAAP • Account Reconciliation • Bank Reconciliation • Office Management • Sage • Asset Management • Financial Statement Preparation Certifications and Licenses Quickbooks Pro Advisor Present - May 22

Senior Financial Services Advisor and Trader

Knightdale, NC
David Joshua Faucette **** ********** ***** Raleigh, NC 27614 ******.********@*****.*** 919-***-**** SUMMARY Experienced financial services specialist with over 15 years in client advisory, securities trading, and retirement planning. Skilled in ... - May 22

Sales & Customer Service Leader with Growth Focus

San Diego, CA
... rate outcomes while generating $500K+ in annual gross, improving profitability and financial performance of the business. ... CA Logistics Manager Siemens, Riyadh, Saudi Arabia Service Advisor Quality Chevrolet, Escondido, CA Vehicle Sales Team ... - May 22

Administrative Operations Specialist with Hospitality Experience

Hampton, VA
... for Financial accounting functions (i.e. A/R, A/P, Bank Transactions) ● Employee Payroll ● Star Reports; Medallia Scores (hotel comparison reports with competition and scores written by guest ● Social Media e.g. Facebook and Trip Advisor ● ... - May 22

Administrative Training & Compliance Specialist

San Diego, CA
... 20+ enrollments with a 63% show rate, demonstrating strong organization and follow-through Global Financial Impact — San Diego, CA Financial Advisor / Administrative Lead June 2021 – Present ● Developed and maintained client documentation, reports ... - May 22
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