Financial Advisor Resumes

Wallkill, NY
... Interactions Resolved member inquiries to improve loyalty and satisfaction JPMorgan Chase Securities Staten Island, NY Financial Advisor February 2013 – May 2015 ● Managed investment portfolios for high-net-worth clients by devising and implementing ... - Nov 24

Hebron, KY
... for McKesson WES Swisslog Scrum Coach Release Management Advisor 12/7/2020 – 6/17/2022 CI/CD Pipeline Automation (Jenkins) ... 2019 – 6/10/2020 Project Lead for IDP Single Sign On ODP Financial Application with SAML 2.0 responses Led team for Tableau ... - Nov 24

Vernon, CT
... Financial Services & Payments Expertise: Extensive experience in core and digital banking, risk & fraud management, AML/KYC, ... retirement plans (IRA, 401k), wealth management, tax compliance, and investment management for advisor fees and bonuses. ... - Nov 24

Toronto, ON, Canada
... testing Strong domain expertise in Retail, Digital Services, Financial Services, Banking, FinTech, and Healthcare Skilled in ... risk controls, and audit readiness) Served as a technical advisor in design and verification reviews, driving compliance ... - Nov 24

Waynesboro, MS
AMANDA WARD ***********@*****.*** 601-***-**** WAYNESBORO, MS 39367 Bold Profile Dynamic Financial Advisor with a proven track record at Primerica, specializing in personalized financial strategies and client relationship management. Skilled in ... - Nov 23

Dallas, TX
... and visual merchandising standards • Met or exceeded financial goals Doubled the stores net sales increased car count ... • Credit card verification • Graphic designs • Invoiced customers for billing Tx/ Remote Tech Advisor Teleperformance-Dallas ... - Nov 23

Cape Town, Western Cape, South Africa
... https://explore.wonga.co.za/ Company Information: As fintech activists, we advocate for tech-enabled financial inclusion. ... Job Title: Customer Service Advisor Permanent 24/10/2009–4/09/2010 Key Responsibilities: Taking calls for mobile contract ... - Nov 23

Lancaster, CA
... Admissions Advisor University of Antelope Valley - Lancaster, CA April 2019 to March 2020 Planned and conducted orientation ... Assisted students in understanding academic application processes, admissions requirements and financial aid options. ... - Nov 23

Birmingham, West Midlands, United Kingdom
... Advisor Lloyds Bank, UK July 2025- Present Provide day-to-day support to customers, resolving account queries and ensuring compliance with UK banking regulations. Deliver tailored financial guidance, enhancing customer satisfaction and trust. ... - Nov 22

Wheeling, IL
... Trained staff on financial policies and procedures to enhance team performance. TECHNICAL SUPPORT ADVISOR 11/2023 - 12/2024 Conduent - Las Vegas, NV Troubleshooted Apple iPhones, Mac computers and Apple watches. Maintained confidentiality when ... - Nov 22