Nephi, UT
... Launched “Working Wealth” campaign that increased Smith Barney Web traffic by 115% and was recognized by the Financial ... Business Development Doremus – CFA Institute, Key Bank, Schwab Advisor Services, New Business Development DiNoto – General ...
- Jun 30
West Covina, CA
... Recognized as a trusted executive advisor who bridges the gap between finance, legal, and HR to align total rewards ... • Financial Reporting & Disclosure: Collaborated with Finance and Legal departments to produce executive-level reporting on ...
- Jun 29
London, Greater London, United Kingdom
... Trusted advisor to boards and executive stakeholders during periods of growth, turnaround, and transition. ~ Enterprise ... (M&A) • Strategic Planning & Execution • P&L Management & Financial Performance • AI and HA Planning and Operational ...
- Jun 29
Charlotte, NC
... AAA Licensed Life Agent & Financial Advisor November 2020 – August 2023 • Serviced existing customers through inbound calls while generating new business through outbound prospecting efforts. • Managed a high-volume workload of 50–100 calls daily, ...
- Jun 28
Chapel Hill, NC
... • Act as a trusted advisor for HR and operations leaders, helping them use workforce and compliance data to make better ... • Supported executive decision-making by consolidating financial, operational, and client data into concise, easy-to-read ...
- Jun 28
Temple Hills, MD
... Mortgage Loan Advisor 03/2022 - 10/2023 Weichert Financial, LLC -Bowie MD • Expertly analyzed referred conventional first, second, investment, and future first mortgages to ensure acceptability of housing expenses and total debt ratios. • Verified ...
- Jun 28
Houston, TX
... Key Skills & Core Competencies, Technology and Tools Business Development & Strategic Planning Financial Services: Tax Prep, ... Professional Experience Licensed Medicare Agent & Tax Advisor Multiple Seasonal Customer Care Positions, Remote, 2020 – ...
- Jun 28
Orlando, FL
... BTech Group, Greater Chicago Area (Remote) Executive SEO Advisor (Contract Engagement) July 2016 - September 2019 ● Aligned ... ● Decreased financial uncertainty for future digital campaigns by developing regression forecasting applications and ...
- Jun 27
Houston, TX
... Procurement, IT, Finance, HR, and Operations to align contracting strategies with operational and financial objectives. ... ensuring timely execution and business continuity Legal Advisor / Contract Manager MM LLP February 2023 to October 2025 - ...
- Jun 26
Bowling Green, KY
... ● Extracurricular Leadership:Served as Advisor forStudent Ambassadors (2019–2020), Core Club Teacher (Spring 2020), and ... day-to-day main office operations, overseeing department budget allocations and financial reporting for the Department Head. ...
- Jun 26