Philadelphia, PA
... and in person using strategic fact-finding to match members with plans aligned to their healthcare and financial needs. ... Broker Medicare Resource – Technical Advisor 7/9/2012 – 3/29/2013 • Supervised staff and ensured smooth daily operations in ...
- Jul 10
Columbus, GA
... Analyzed complex evidence including medical records, service treatment records, financial documents, correspondence, and ... Logistical Advisor May 2022 – August 2023 3-17th Echo Troop 57th South Middleground Road Savannah, Georgia 31405 S: Shanya ...
- Jul 10
Philadelphia, PA
... SKILLS: Cash handling / Customer Service/ Fraud Detection / Risk Management / Processing / Interviewing / Financial Analyst/ Financial Advisor / Scheduling / Delegation and Accountability / Accounts Receivable and Payables / Client Relations / Data ...
- Jul 10
Glendale, AZ
... WELLS FARGO, Chandler/Arizona 2004 – 2011 A diversified financial services company. Professional Consultant Technology ... Project Advisor / Business Systems Analyst (1996 – 2002) Responsible for introducing advancements in business processes for ...
- Jul 10
Charlotte, NC
... Partners include, but are not limited to: financial advisor, mortgage, trust, wealth, business banking, treasury services and merchant services. Lead Teller (02/1999 - 02/2001) Maintained a cash drawer; balances and audits the cash drawer according ...
- Jul 09
Riverside, CA
... and building financial systems that drive transparency and sustainability. Collaborative leader with cross-functional expertise in FP&A, regulatory compliance, program alignment, and board engagement. Series 7 and 66 licensed investment advisor with ...
- Jul 09
Camden, SC
... Maintain financial records, cash handling, and operational documentation. Merchants Tire — Service Advisor September 2011 – January 2012 Crossroads Ford — Service/Parts Helper February 2011 – August 2011 Vann York Honda — Parts Counterperson ...
- Jul 09
Milwaukee, WI
... Known for building trust quickly, handling financial conversations with confidence, and helping clients move forward when they’re ready. Proven track record of exceeding sales goals, maintaining long-term client relationships, and turning follow-up ...
- Jul 09
Minden, NV
... Clients • Financial Analysis and Reporting • Financial Statements • Cash Management • AP • AR• PR • Tax Forms Financial Audits • Audit Controls • Cost/Benefit Analysis • Banking Computerized Financial Accounting Systems Pro Advisor QuickBooks – ...
- Jul 09
Charlotte, NC
... with 14+ years leading large-scale SAFe Agile transformations for Fortune 500 financial services and insurance enterprises. ... Certified SAFe Program Consultant (SPC) and Release Train Engineer (RTE) recognized for building trusted-advisor ...
- Jul 09