Gary, IN
... and site security Customer Service Representative (CSR) PLS Financial Services Chicago, IL June 2017 to January 2018 • ... performance • Provided excellent customer service to internal and external stakeholders Lead Beauty Advisor Walgreen Co. ...
- Jun 18
Lancaster, TX
... Provide administrative support to the financial advisor and assist with data entry for special projects. • Transferred hard copy data to digital database, enhancing accessibility. • Verified and updated outdated records, maintaining data integrity. ...
- Jun 17
Providence, RI
... Morgan Stanley, Providence, RI 2001 – 2002 Financial Advisor Developed customized investment plans for individuals, families, and businesses. Managed portfolios of equities, bonds, mutual funds, annuities, and managed futures. Conducted educational ...
- Jun 17
Greensboro, NC
... Advisor 2002 – 2005 Venezuela • Managed corporate sales and credit portfolio, specializing in international trade payments. • Conducted credit risk analysis and processed international payment instruments. • Developed strong skills in financial ...
- Jun 17
Montgomery, AL
... professional with extensive experience in customer service, call center operations, financial services, and account support. ... Student Loan Advisor Edfinancial Services December 2015 – December 2016 Counseled borrowers regarding federal student loan ...
- Jun 17
Chicago, IL
ERIC BILLUPS **************@*****.*** 773-***-**** Chicago, IL 60626 Dynamic Admissions Advisor with a goal-oriented mindset ... • Collaborated with financial aid office to verify student applications and facilitate discussions on payment options. • ...
- Jun 17
Laguna Hills, CA
... Adoption • Multilingual: English, Farsi, Turkish PROFESSIONAL EXPERIENCE Transamerica Pacific Life World Financial Financial Advisor & Client Services Representative 2019 – Present –Always start by listening — I sit down with clients, learn ...
- Jun 17
Maun, North-West, Botswana
... housekeeping, maintenance, and administration, with strong financial acumen in budgeting, procurement, and cost control. ... Lodge & Camp Operations Guest Experience Food & Beverage Wine Advisor Level 3 Budgeting & Cost Control Staff Training & ...
- Jun 17
Plano, TX
... TX (Remote) Licensed Life Insurance Agent & Financial Advisor Aug 2024 – Present Serve as primary client contact, managing end-to-end relationships, and guiding individuals through structured onboarding, application, and account setup processes. ...
- Jun 17
Surrey, BC, Canada
... As a core member of the senior leadership team, the Director is an advisor to all service areas, evaluating and assisting in every aspect of administration. Financial Management/Corporate Services/Leadership and Administration March 2023- August ...
- Jun 17