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
Houston, TX
... Served as a trusted advisor to executive leadership and steering committees, translating technical program milestones into ... cross-functional teams of Senior and Junior Consultants to achieve operational, financial, and strategic objectives. ...
- Jun 23
Pembroke Pines, FL
... leader with 36+ years of IT experience across regulated financial services, insurance, travel, and consulting environments. ... Senior Technical Consultant / Cloud Product Operations Advisor Client Soft Solutions — West Palm Beach, FL 03/2026 – ...
- Jun 23
Nashville, TN
... Instituto Tecnologico de Coahuila 1992 PROFILE Responsible and hardworking accountant and advisor for more than 35 years, with advanced knowledge and experience on financial information, tax & labor laws, advisor of several clients with businesses & ...
- Jun 23