Financial Advisor Resumes

Las Vegas, NV
... Generated invoices for billing, supporting timely and accurate financial documentation. Senior Customer Service Advisor Warby Parker – Remote 2023–2025 Supported internal teams with inventory-related inquiries and product availability. Contributed ... - Dec 17

Spring Hill, FL
... for clients and medical providers TECHNICAL CHAT ADVISOR/MENTOR - REMOTE • KELLY CONNECT/APPLE AUG 2019-OCT 2021 ● ... • PROTOTYPE CONSULTANTS • NOV 2005-APRIL 2007 ● Prepared financial statements ● Processed monthly and quarterly payroll and ... - Dec 17

Dallas, TX
... Oversaw and coordinated a group of new members as a technical advisor and subject matter expert, providing guidance to team ... Collaborated with business stakeholders to align FSC implementation with financial regulations such as FINRA and SEC. ... - Dec 16

United States
... Advisor) Sr AI/ML Engineer – GenAI Systems Feb 2022 – Feb 2024 Remote Designed and implemented RAG (retrieval-augmented generation) pipelines for enterprise clients, focusing on integrating multi-modal data (text and images) for healthcare and financial ... - Dec 16

Jaipur, Rajasthan, India
... University 2020 - 2024 Program Advisor TimesPro Conduct need analysis and map learner requirements to suitable programs. ... Performed gap analysis and identified operational loopholes preventing financial leakages. Collaborated cross-functionally ... - Dec 16

Manila, Philippines
... Quickbooks Online Pro Advisor Certified Certified in utilizing QuickBooks Online for end-to-end bookkeeping tasks, including chart of accounts setup, bank reconciliation, invoicing, expense tracking, and generating key financial reports such as ... - Dec 16

Wildwood, FL
... Advisor, providing strategic and advisory support for all employment disciplines. Demonstrating a passion for people and being of service, while applying best practices, growth strategies, and expertise from diverse industries, including Financial ... - Dec 15

Denver, CO
... Financial Management ●Process weekly payroll, reviewing entries, making corrections, inputting special coding, and auditing ... ●Upsold over 100k in product, equating to notable profit as Fulfillment Associate and Service Advisor. ●Managed Budget and ... - Dec 15

Austin, TX
... financial transactions at high volumes with efficiency and accuracy while also providing exceptional client services. ... onboarding milestones, identify areas for process improvement, and contribute to initiatives enhancing advisor experience. ... - Dec 15

Clarksville, TN
... Financial Advisor Thrivent Financial — Clarksville, TN 2022 – 2023 •Conducted risk and security awareness discussions related to digital access and data protection. •Applied structured problem-solving and documentation practices in client-facing ... - Dec 15