Financial Advisor Resumes

St. Louis, MO
... Responsible for telling the firm’s story across Scottrade Financial Services, Inc. and its affiliate companies, including Scottrade, Scottrade Bank, Scottrade Investment Management, and Scottrade Advisor Services to transform its reputation beyond a ... - Apr 26

Lake Jackson, TX
... Wells Fargo Brazoria, TX Loan Advisor/Teller Supervisor 2018 - 2022 • Investigated and resolved customer disputes and claims, ensuring compliance with financial regulations. • Trained junior staff on documentation standards and regulatory procedures ... - Apr 26

Louisville, KY
... Technical Advisor Charter Communications Louisville,KY Dec2012 - Aug2014 Under limited supervision, provide excellent ... Customer Service Rep Anderson Financial Network Inc Bowling Green,KY December2006 - May2007 Accepted new customer ... - Apr 25

Toronto, ON, Canada
... Team Player Experience 07/2012 to 09/2024 Small Business Advisor Scotiabank - Toronto, ON Grow and maintain client bases Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives. ... - Apr 25

Philadelphia, PA
... Front desk receptionist in the financial building and adult day care centers handling all clerical, mailing, Microsoft ... Inc., Independent Leadership Sales Representative/ Beauty Advisor/ Office Assistant ● 1995-1998 Graduate Hospital/Allegheny ... - Apr 25

Chicago, IL
... SUMMARY Senior design leader and product designer with deep financial services expertise, both agency and in-house. ... Morgan and Bank of America ●At Fidelity designed a first in its kind advisor-facing tool for visualizing equity compensation ... - Apr 25

Ocala, FL, 34471
... Tampa, FL Retired 1/1/2010 - 3/1/17 Licensed Attorney and Financial Advisor 1/1/93 - 1/1/2010. Solo Law Office. The Villages, FL Assistant State Attorney 1/1/91 - 12/92. the State Attorney's Office; Sanford, FL EDUCATION: Capital Univ. Law School; ... - Apr 24

Farmington, NM
... TAX ADVISOR SUPPORT - INTUIT AT CONCENTRIX 2025 – PRESENT Support CPAs and financial professionals using ProConnect and QuickBooks; resolve workflow-impacting issues. Troubleshoot software, hardware, network, and cloud related errors; document clear ... - Apr 24

Smithtown, NY
... in financial services, energy, healthcare, and public sector to architect and implement scalable, cloud-native solutions. ... • Served as a trusted advisor to client executives, aligning technology strategy with business outcomes. ASHOK SHENOY 631-** ... - Apr 24

Lexington, NC
... and Practice, Auditing, Personal Finance, Elementary Statistics, Financial Management, Business Law and Legal Environment ... other associates, and management Guilford College Resident Advisor – January 2024 to May 2025 • Provide leadership and ... - Apr 24