Financial Advisor Resumes

Hollywood, FL
... misconduct and determine disciplinary actions JUNE 2010 – FEBRUARY 2015 Credit Specialist/ Lead Sales Representative Elite Financial Solutions • Create debt consolidation financial agreements for customers • Promotional calls to offer services to ... - Nov 26

Freeport, IL
... Freeport, Illinois - 1983 EDUCATION REFERENCES Lawrence Baier financial advisor, immediate supervisor 815-***-**** / ********.*****@******************.*** Robert Chiappetta branch manager 815-***-**** / ******.**********@******************.*** 99 - Nov 26

Corona, CA
... Cost Accounting, Budgets, Progress Billing, General Ledger, Financial Reports, Reconciliations, Vendor Administration, Sales ... Service Database Administration Event Planning Fashion Advisor Focused Human Resources Independent Worker Makeup Artist ... - Nov 25

Tarzana, CA
... QuickBooks, Salesforce & Other CRMs) Omid Financial Sasson Analyst 4934 Doman Ave. Tarzana, CA 91356 Phone: 818-***-**** *******@*****.*** PROFESSIONAL EXPERIENCE: Associate Vice President Financial Advisor 2025 - Present Merrill Lynch Provided ... - Nov 25

White House, TN
... relations, training, financial management, facilities, property management, health and safety, and emergency preparedness. ... Serve as a consultant /advisor to FOD/ Acting Operation Service Specialist/ Analyst: handling procumbent, transfers of ... - Nov 25

Austin, TX
... WORK EXPERIENCE Ameriprise • Austin, TX • 01/2021 - 02/2025 Financial Advisor • Managed 315 in different families' finances, totaling $90 million dollars of assets. • Raised over $50 million in money in my career, that I then invested and managed. • ... - Nov 25

Arlington, VA
... financial and tax services to corporate and small business clients. Key Accomplishments: Conducted compilations, reviews, and audits ensuring accuracy and compliance. Resolved tax delinquencies and advised on strategies as a QuickBooks Pro Advisor. ... - Nov 25

Oakland, CA
... Profile Experienced customer service advisor with outstanding customer service skills, and proven problem-solving abilities. ... Financial Responsibilities. Marketing and Promotions. Compliance and Administration. Problem Solving ● Paraprofessional ... - Nov 24

Alpharetta, GA
... INC (TEMPORARY ASSIGNMENT) Remote Carrier Associate Benefit Advisor 06/2025 to 10/2025 Guide Medicare beneficiaries select ... 2020 to 12/2023 Maintained an organized filing system for financial documents Greet customers upon entering Answer incoming ... - Nov 24

Jacksonville, FL
... Degree, Major Nursing ~ Minor Psychology REFERENCES Chiffon Guest– Academic/Career Advisor 904-***-**** Sarah Friedman– Financial aid supervisor 904-***-**** PAGE 2 - Nov 24