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KwaZulu-Natal, South Africa
... Role as Financial Advisor 2017 to 2021 Organizations: Sanlam Sky and Metropolitan Life Nature of Business: Long-term insurance providers Focus: Offering insurance products for financial security Role: Financial Advisor Key Duties 1.Client ...
- Jan 21
Bakersfield, CA
... in Finance & Accounting (December 2026) with proven expertise in financial accuracy, data analysis, and process improvement. ... Advisor MBA, MPA, and MS-HCA Advising o Phone: 661-***-**** o Email: ***********@****.*** o CSUB Office: BDC 120A • Dr. ...
- Jan 20
Knoxville, TN
... Financial Officer Dec 2016 – Feb 2023 • Recorded clients’ financial accounts transactions and managed financial data. ... Bookkeepers Knoxville, TN • Mastering Payroll 2019 Xero Advisor Certificate 2018 QuickBooks Online Certificate 2016 H&R ...
- Jan 20
Carteret, NJ
... Prudential Insurance Company 2011-2015 Investment Advisor - Responsible for asset management and financial planning, counsel clients on investment opportunities having in consideration their needs, goals and tolerance for risk. Buy and sell ...
- Jan 20
Winter Springs, FL
... Report” conducted by the Construction Advisor to identify expenses for work completed prior to applying for assistance. ... is an Independent Contractor responsible for the reconciliation of hotels and resorts daily financial/revenue intake. ...
- Jan 20
Denton, TX
... designing, customizing, and supporting Salesforce solutions across financial services, healthcare, and technology domains. ... 2022 – Dec 2023) Built Lightning Apps and Components with Aura/LWC, enhancing UI and boosting advisor productivity by 30%. ...
- Jan 20
Greeley, CO
... including but not limited to corporate, retail, and financial, skip tracing and loss prevention Work history as a ... services Sold at 200% of project goal Corporate Sales Advisor Bank Partnership Coordinator October 1999 – July 2000, ...
- Jan 20
Oakland, CA, 94609
... regarding the financial issues. SOFTWARE SmartCare Insyst Welligent eClincial Works (eCW) EPIC AllScript Paradgon Atlas Spyglass Prime Clinical Office Alley Great Plain McKesson Assurance Reimbursement Management NextGen Secraoms EDI Smart Advisor ...
- Jan 20
Salt Lake City, UT
... Advantage, Supplement, and Part D options, tailoring coverage solutions to individual healthcare and financial needs. ... Healthcare Benefit Advisor – Extend Health. 8/2014 – 12/2020. Delivered Medicare insurance guidance through a consultative, ...
- Jan 19
Columbia, SC
... Licensed Medicare Member Advisor Agent Choice Health Insurance-Columbia, SC August 2021 to May 2022 • Conduct outbound reach ... • Answered questions and advised on next best steps for policy holders, Brokers and Financial advisors • Processed requests ...
- Jan 19