Financial Advisor Resumes

Orland Park, IL
... Diversified skillset and experience include financial, operational, compliance, and IT. Diversified experience across large ... Trusted advisor who partners with the Audit, IT, and Risk Committees and senior management to identify opportunities to ... - May 24

Abuja, Federal Capital Territory, Nigeria
... • Auditing and ensuring financial balances in every Partner’s account with the firm, etc. 3. Project Manager July 2016 – Dec ... Retail Advisor May 2015 – July 2016 9Mobile Nigeria Ltd. Website: https://9mobile.com.ng/ • Attending to Customers, ... - May 24

Danville, CA
... 2016 Investment Consultant Assisted clients in financial planning, investment management, and trading strategies. Bank of America, ML 2014-2015 Financial Advisor Provided consulting and financial advisory as well as executing FX trades for clients. ... - May 23

Newburyport, MA
... Freelance Recruiter/Consultant Advisor Greater Boston Area March 2017 - October 2023 (6 years) Financial Service, Healthcare, and Bio-Tech Industries Sales, Sales Support, Delivery roles, Compliance, Operations, IT ● Recruited top talent in ... - May 23

Greenville, SC
... content management pltfom, enabling financial insttutons to automate processes, migate risks and reduce costs. ‘+ Generated substantial interest and pipelines from clon including State Street Global Advisor, Blackstone, Butteeld Bank, Allanes ... - May 23

Tulsa, OK
Crystal Marie Taylor Financial Advisor Contact PHONE: 248-***-**** WEBSITE: Website goes here EMAIL: *************@*****.*** Hobbies Acoustic Guitar Flute Music Choir Skating Long Walks in the summer Excellent oral and written communication and ... - May 22

Irvine, CA
... Executive Assistant, MICROSOFT Sept 2017 – Aug 2025 ● Executive Support: Served as a trusted advisor to the VP of Finance ... Directed a 70-member team, overseeing recruitment, training, and financial planning. ● Dietician, Various Hospitals (1997 – ... - May 22

Dallas, TX
... • General ledger accounting • Financial Report Writing • GAAP • Account Reconciliation • Bank Reconciliation • Office Management • Sage • Asset Management • Financial Statement Preparation Certifications and Licenses Quickbooks Pro Advisor Present - May 22

Knightdale, NC
David Joshua Faucette **** ********** ***** Raleigh, NC 27614 ******.********@*****.*** 919-***-**** SUMMARY Experienced financial services specialist with over 15 years in client advisory, securities trading, and retirement planning. Skilled in ... - May 22

San Diego, CA
... rate outcomes while generating $500K+ in annual gross, improving profitability and financial performance of the business. ... CA Logistics Manager Siemens, Riyadh, Saudi Arabia Service Advisor Quality Chevrolet, Escondido, CA Vehicle Sales Team ... - May 22