Nairobi, Nairobi County, Kenya
... January, 2025-To Date Position: Financial Advisor(Consultant) DUTIES AND RESPONSIBILITY Developing and reviewing strategic plan; Developing Training Programme; Training (Corporate governance, leadership, risk management, performance management e.t.c ...
- Jun 04
Waynesboro, PA
... Combines deep technical tax expertise with strategic insight to minimize liability and support informed financial decision-making. Experience Fierce Financial Consulting Waynesboro, PA Founder & Tax Advisor 03/2022 - Present Advise individuals and ...
- Jun 04
Towson, MD
... SKILLS Client Recruiting and Retention Financial Goal Planning Portfolio Management Retirement Needs Mutual Funds Annuities Investment Performance Reporting Sales Employee Recruiting and sales management WORK HISTORY Financial Advisor, 08/2024 to 05 ...
- Jun 04
Nairobi, Nairobi County, Kenya
... Center, Bamburi- Front office February 2020 - Present Receptionist & Cashier Kenya Orient Life Assurance Limited, Mombasa- Financial Advisor January 2023 - April 2025 Sales Selling products or services to customers, and representing the brand. ...
- Jun 04
Mobile, AL
... 04/2002-05/2007 FINANCIAL ADVISOR, NCO Financial DEVELOPING TAILORED SOLUTIONS FOR EACH CLIENT MAKING CALLS TO PROSPECTIVE CLIENTS DIGGING DEEP WITH CLIENTS AND PROSPECTS TO HELP FORMULATE FINANCIAL STRATEGIES EDUCATION MAY 1998 DIPLOMA, mATTIE T. ...
- Jun 03
Plano, TX
... Have received strong client referrals from Advent, Shutterstock, and Trip Advisor. ISN Networld Senior HR Associate April ... April 2012 – October 2017 Founded in 1983 and headquartered in Dallas, Texas, Financial Industry Computer Systems, Inc. ...
- Jun 03
Fort Lauderdale, FL
... Mentorship & Precision: Nurtured and mentored junior team members while maintaining absolute precision and accountability over high-volume financial accounting. SKILLS & ENCHANTMENTS Relationship & Strategy: Trusted Advisor Relationships, Cross ...
- Jun 03
Manalapan, NJ, 07726
... Financial Advisor Arrizon Hierarchy Riverside, CA October 2022 to November 2022 I was hired to work for Arrizon Hierarchy on Saturday, 8 October 2022. I resigned from them on Monday, 7 November 2022. I specialized in: 1. Assisting clients with life ...
- Jun 03
Waukesha, WI
... FINANCIAL STRATEGIES, Roanoke, Virginia 2008 - 2010 An independently-owned provider of financial and investment services. Administrative Assistant: Responsible to the Registered Investment Advisor (RIA) for overseeing front office duties and ...
- Jun 03
Ingleside, IL
... across 40+ sensitive financial fields — passed SOX audits with zero findings for 4 consecutive quarters. •Experience Cloud (Partner Portal): Built and configured Experience Cloud digital experience sites for financial advisor partner portal, ...
- Jun 03