Houston, TX
... Trusted advisor to C-suite and cross-functional teams translating complex data challenges into scalable, governed, and cost ... Delivered Informatica PowerCenter ETL solutions across financial services, insurance, pharma, and automotive sectors. Core ...
- Jun 25
Katy, TX
... & Revisions Cancellation & Booking Management Guest & Travel Advisor Support Phone, Email & Chat Multi-Channel Upselling & ... Data Entry Clerk & Administrative Support Summit Financial 01/2022 – 01/2023 • Processed client account updates, revisions, ...
- Jun 25
Philadelphia, PA
... Optimized queries, SSIS packages, and indexing using Index Tuning Advisor and architectural modifications. Business ... Designed and implemented a data warehouse for Crystal Enterprise analysis and financial reporting. Developed DTS packages ...
- Jun 25
Little Rock, AR
... claims Assisting Account Managers Sales Assistant Morgan Keegan - November 2005-September 2006 Little Rock AR Assist Financial Advisor & Licensed Sales Assistant Prepare for appointments Provide market information or quotes to clients Effective ...
- Jun 24
Farmington Hills, MI
... ● Managed fiscal fee processing and maintained detailed financial and payment records. ● Monitored required training for direct hires, tracked completion status, and sent reminders to ensure compliance requirements were met. ● Maintained and updated ...
- Jun 24
Buffalo, NY
... required ● Member of the National Association of Insurance and Financial Advisors (NAIFA) ● Accredited Investment Fiduciary (AIF) Designation ● Investments and Wealth Institute Financial Advisor Certification EDUCATION & TRAINING Saint John Fisher ...
- Jun 24
North Hollywood, CA
... and educational field trips • Worked with independent businesses and advisors to provide additional financial resources for students and their families Advisor for Multicultural Student Services, Washington State University, Pullman, WA Feb. ...
- Jun 24
Norwalk, CT
... Business Leader Norwalk, CT 203-***-**** **********@*****.*** linkedin.com/in/noahkatz1 ADDITIONAL LEADERSHIP EXPERIENCE Financial Advisor American Express Mortgage Loan Originator First Connecticut Financial Founder & Business Owner Noah's Bark
- Jun 24
Gainesville, VA
... Currently completing an Associate degree in Business Administration while studying to become a future Financial Advisor. Strong background in sales growth, communication, leadership, customer retention, and professional office technology. Recognized ...
- Jun 23
Phoenix, AZ
... Lead Enrollment Advisor Zovio / Bridgepoint Education 04/2018–01/2020 • Led and coached an enrollment team to achieve performance goals. • Guided prospective students through the enrollment process. • Assisted students with financial aid information ...
- Jun 23