Financial Advisor Resumes

Rio Rancho, NM
... financial records and supported compliance with company procedures. Delivered highquality customer service and resolved issues promptly. Assisted management with daily operations and staff coordination. Reliable Chevrolet – Albuquerque, NM Service Advisor ... - Jul 24

Jonesboro, GA
... Adept at portfolio-level oversight, financial management, and customer interface, with a strong understanding of FAR, DFARS, ... Systems Manager/Technical Advisor United States Forces Korea ACofS J4/G4 12/1989 – 10/1996 Seoul, South Korea Managed and ... - Jul 23

Oregon City, OR
... Data Analyst and Financial Advisor, Triton Television (UCSD), April 2024 - Present ● Analyzed financial data for KPIs and created data visualizations and dashboards. ● Delivered data-driven presentations to non-technical stakeholders, increasing ... - Jul 23

Brampton, ON, Canada
... Financial Services and Financial Security Advisor Cégep De La Gaspésie Et Des Lles 02/2019 - 03/2020 Montréal, QC Build awareness of international trade, issues, and cultural nuances. Develop analytics and strategy to solve global business ... - Jul 23

Denton, TX
... •Built advanced Power BI dashboards, scorecards, semantic models, and DAX measures to translate complex financial and ... and Microsoft analytics tools across 12+ TB of customer and advisor engagement data, incorporating AI-powered data analysis ... - Jul 23

Pandan, 2009, Philippines
... Financial Advisor Sun Life Incorporation DECEMBER 2023 – JANUARY 2026 Provided personalized financial advice and recommended insurance and investment solutions based on client goals. Built long-term client relationships while maintaining compliance ... - Jul 23

Oxford, MI, 48371
... Girl Scouts of Southeastern Michigan Advisor, Juliette Low Chair, Service Unit Manager (1990–Present) Leadership development, community engagement, event planning, and liaison responsibilities across multiple troops. FSI Financial Services, Inc. ... - Jul 22

Birmingham, AL
... customer service advisor is to sell tires, tire related services, and mechanical services in a TBC Corporation retail store. ... Processing of recording financial transactions pertaining to a business. The accounting process includes summarizing, ... - Jul 22

Tampa, FL
JASON ZUK The Social Psychic™ Psychic Medium Intuitive Advisor Spiritual Guide Life Coach Podcast Host Tampa, Florida ... personal and spiritual insight rather than a substitute for professional medical, legal, mental health, or financial advice. ... - Jul 22

Minneapolis, MN
... SEC Advisor FA Solutions – Minneapolis, MN August 2024 – January 2025 Guided students through financial aid options and eligibility criteria. Supported students in completing FAFSA documentation and managed aid appeals. Appointment Setter Home ... - Jul 22