Cleveland Heights, OH
... Served as a confidential advisor to the owner, managing sensitive business and financial matters. Oversaw payroll, benefits administration, accounts payable/receivable, and employee relations, ensuring accurate financial and HR operations. Developed ...
- Jul 29
Raleigh, NC
... wholesalers marketing alternative investment solutions to registered investment advisors and independent financial advisors. ... • Spearheaded company strategy to become available on Unified Managed Account platforms such as Advisor port, Fund Quest, ...
- Jul 29
Atlanta, GA
... Conducted borrower financial analysis and mortgage qualification assessments for FHA, Conventional, VA, and USDA loan products in compliance with underwriting guidelines. Utilized Desktop Underwriter (DU) and Loan Product Advisor (LP) systems to ...
- Jul 29
Downtown Toronto, ON, Canada
... merchant and advisor portfolios and partnering across Sales, Operations, and Risk to resolve issues at scale. Currently building two ventures as Founder while actively pursuing AML, fraud, and financial crime opportunities in fintech and banking. ...
- Jul 29
Chambersburg, PA
... Operations & Senior Loan Originator (Remote) Arcstone Financial — 2022–2025 • Directed end-to-end mortgage operations ... cmps-certification • Certified Liability Advisor™ 2007 https://www.borrowsmartuniversity.com/certified-liability- advisor
- Jul 29
Hawthorne, NJ
... initiatives that have generated up to $40B in new revenue.Trusted advisor with deep expertise in scaling global operations, ... NegoƟaƟons • Teambuilding • Regulatory Compliance (Financial / Insurance, FCC, FDA) ITSM & SLA Management ERP (D365, ...
- Jul 29
Concord, NC
... Oversee financial operations, including budgeting, daily banking, and operational cost monitoring to maintain all fiscal ... October 1998 – January 2007 (Full-time) Served as a senior advisor to executive leadership, union representatives, and ...
- Jul 29
Chicago, IL
... Chief Financial Officer with more than 25 years leading enterprise transformation, financial strategy, and operational excellence for complex national associations and mission-driven organizations with revenues up to $50M. Proven advisor to CEOs ...
- Jul 29
Los Angeles, CA
... Trusted advisor to founders, CEOs, and executive teams with expertise in organizational design, workforce planning, talent ... transition, supply chain integration, regulatory coordination, financial planning, vendor management, and cross-functional ...
- Jul 29
Los Angeles, CA, 90006
... • Served as a trusted advisor to clients by resolving accounting issues and improving financial reporting accuracy. Accounts Payable / Accounts Receivable Specialist Prime-Line Products Redlands, CA March 2023 – September 2024 • Directed the company ...
- Jul 28