Texas
... PROJECTS Financial Advisor LLM github.com/deepak-rambarki/financial_advisor_llm Built an LLM-based conversational advisory system using structured prompting and contextual grounding to generate personalized portfolio insights and compliance-aligned ...
- Apr 29
San Antonio, TX
... Director to staff members, enhancing internal communication and reducing information gaps • Balanced and maintained accounting records, purchase orders, and grant funds for the Special Education department, achieving accuracy in financial reporting. ...
- Apr 29
Glendale, AZ
... 12/2020 — 08/2021 Personal Advisor Remote Vanguard + Providing strategic advice across a variety of financial products and services. + Assessing client's overall financial picture, understanding their needs, and developing a solid financial plan. 04 ...
- Apr 29
Crossville, TN
... Desk with all Library questions and procedures Midwest Technical Institute 3620 Avenue of the Cities, Moline, IL 61265 Financial Aid Advisor June 2017 – April 2018 Travis Lopez ● Conducted personal planning appointments with current and potential ...
- Apr 28
Oceanside, CA, 92057
... NPH Advisors Gathered required signed e-documents for new Advisors Provided support of LPL marketing materials for new Advisors Provided repapering support as needed for new Advisor’s to move their book of business to LPL Financial COLLABERA, INC. ...
- Apr 27
San Diego, CA
... Warehouse Staff/ Training Advisor Jul 2017 - Jan 2020 Amazon Florance, Robbinsville, West Deptford, New Jersey Heavy ... Itemized stock, organized store daily shift financial records, conducted customer sales obligations and store organization. ...
- Apr 27
Stratford, CT
... Faith Advisor Receptionist Sep 2010 - Sep 2011 Directed incoming calls to appropriate departments, ensuring efficient communication flow. Processed files using Microsoft programs and managed financial shipments, contributing to operational ...
- Apr 27
Wokingham, RG41, United Kingdom
... University of London, Financial Engineering in Interest Rates and FX Short Course Working Experience 2022-2023 Boros, Sales and Trading, Financial Negotiations 2018-2020 Basingstoke Library, Volunteering 2018-2019 Debenhams, Sales Advisor 2015-2016 ...
- Apr 27
St. Louis, MO
... eMetrotel, KNK Business System) Budget Oversight & Office Financial Management Social Media Marketing & Brand Support Event, ... 2024 – April 2026 Build and maintain strong customer relationships as a trusted advisor and advocate for positive outcomes. ...
- Apr 27
Maricopa, AZ
... leading to anomalies outside normal dispatch operations Better Lending Mortgage Loan Originator/ Home Advisor 09/20/21- 3/14/2022 ● Collect financial information (e.g., taxes, debts) ● Evaluate creditworthiness and eligibility for obtaining a ...
- Apr 26