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Investment Administration & Client Compliance Specialist

Santa Rosa, CA, 95401
MICHAELA HORN WOOROME Keller, TX ***** 817-***-**** ******************@*****.*** PROFESSIONAL SUMMARY Financial Services and ... •Prepared client reports, portfolio review materials, and meeting documentation for advisor presentations. •Ensured ... - Jul 21

Financial Planning Software & Senior Benefits Consultant

Middletown, OH
... He also earned the professional designations of Certified Financial Planner, Chartered Financial Consultant, Registered Financial Consultant, Certified Estate Planner, Certified Retirement Financial Advisor, Certified Senior Advisor, Chartered Life ... - Jul 21

Elite Psychic Advisor & Metaphysical Consultant

Seattle, WA
Highly acclaimed and gifted Elite Psychic Advisor and Metaphysical Entrepreneur with 25 years of professional experience ... in love and relationships, career forecasting, financial breakthrough strategies, and compassionate divorce guidance. ... - Jul 20

Travel Concierge and Client Support Specialist

Dallas, TX
... WORK EXPERIENCE SERVICE ADVISOR RUSH TRUCK CENTER 05/2008 – 01/2026 Nash Greeted customers upon arrival, diligently ... 06/1992 – 12/2000 Texarkana Area Reviewed and filed financial documents, accurately coded accounting entries for data ... - Jul 20

High-Volume Insurance Claims & Member Services

McKinney, TX
... entry Computer literacy Client services experience within financial services industry Technical support Telemarketing CRM ... Call center agent experience Retail sales Insurance risk advisor experience Customer interaction during outreach Market ... - Jul 20

HR Executive

Bismarck, ND
... Resources Sept 2020 – Dec 2023 Executive lead for all people operations for a $700M financial institution with 11 locations. ... Olson Consulting Bismarck, ND Owner / Strategic Advisor Dec 2018 – Present Providing fractional C-Suite HR leadership to mid ... - Jul 20

QA Analyst for HCM and Financial Systems

Boston, MA
... cross-functional issues, coordinating testing efforts, and driving system modifications for HCM and Financial solutions. ... development environment, SQL 2016 R2, SQL, Citrix, FICO Blaze Advisor, Google Sheets, Smart Sheets, Python, MCG, Interqual ... - Jul 20

Customer Service & Financial Aid Specialist

Atlanta, GA
... Kaplan Higher Education – Alpharetta, GA 2007-2009 Financial Aid Advisor/ Post Withdrawal Processor Assisted current and prospective students in completing all required documents required for Title IV funding. Counsel students on alternative options ... - Jul 20

K-12 Librarian and Media Instructional Assistant

Bloomington, IN
... I taught 10th grade Life Skills Class using Dave Ramsey Financial Peace (2021-2024) I helped with Yearbook 2021-2022, in January 2023 I took the Yearbook class over as the Yearbook Advisor resigned due to health reasons Internship, Central Piedmont ... - Jul 17

Grants Coordinator - Compliance & Grant Operations

Burke, VA
... across the full grant lifecycle, including RFAs, pre- and post-award management, compliance review, financial oversight, and closeout. Trusted advisor to senior leadership and program teams, with a strong track record of improving grant processes, ... - Jul 17
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