Delray Beach, FL
... SKILLS & ABILITIES Coordinator with over 18 years of relevant appointment scheduling, financial counseling, and securing ... CLINICAL ADVISOR, DIAGNOSTIC CENTER OF AMERICA BOYNTON BEACH, FL 2010 – 2016 Specializing in Pet Scans, CT’s and MRI’s. ...
- Jun 30
Brick, NJ, 08724
... financial services, media, government, and professional services accounts. Sold technical, software, hardware, workflow, and service-based solutions while building trusted stakeholder relationships and identifying account- growth opportunities. Advisor ...
- Jun 30
Margate, FL
... •Launched 3 new voluntary benefits programs and wellness/financial education initiatives to promote benefits awareness well ... •Served as primary advisor to HR leaders, CFOs, and executive teams on plan performance and renewal strategy. •Processed new ...
- Jun 30
Des Moines, IA
... FINANCIAL ADVISOR CAHPCU CALIFORNIA HIGHWAY PATROL CREDIT UNION FEBRUARY 2023- AUGUST 2023 • Assesses member’s financial situations • Offer member’s financial products and services Work with members on accounts • Handle cash with members in branch • ...
- Jun 30
Weston, FL
... • Introduced employee benefits programs and managed payroll, taxes, customs documentation, and financial reporting. • Supervised team of fifteen; served as primary HR advisor to company leadership. EDUCATION Bachelor of Science in Business ...
- Jun 30
Flint, MI
... Improvement, EDUC 719 Pedagogies of Diversity, EDUC 555 Financial and Legal Policy for Schools, SW 713 Advanced Topics in ... Volunteer Member, Alumni Organization 2011- 2013 Beta Theta Pi, Madison Chapter Alumni Advisor - Pledge Education 2011
- Jun 30
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