| Distance: | Resume alert | Resumes 201 - 210 of 28182 |
Certified in Quickbooks, Computer,Marketing
Richwood, OH
... Diploma Graduated: June 2023 Quickbooks Certification -Pro Advisor Academy -Certified: November 2025 PROFESSIONAL EXPERIENCE ... High School Treasurer — September 2022 – June 2023 - Managed funds and supported financial planning for school events. ... - Jan 08
... Diploma Graduated: June 2023 Quickbooks Certification -Pro Advisor Academy -Certified: November 2025 PROFESSIONAL EXPERIENCE ... High School Treasurer — September 2022 – June 2023 - Managed funds and supported financial planning for school events. ... - Jan 08
Multilingual Customer Service & Client Relations Expert
New York City, NY
... 1995 – 1996 • Supported client accounts and advisor communications. EDUCATION & CERTIFICATIONS Certificate in Financial Planning – NYU Series 7 & 63 B.S. Biology & Chemistry – Brandon University B.A. Psychology – Widener University LANGUAGES English ... - Jan 08
... 1995 – 1996 • Supported client accounts and advisor communications. EDUCATION & CERTIFICATIONS Certificate in Financial Planning – NYU Series 7 & 63 B.S. Biology & Chemistry – Brandon University B.A. Psychology – Widener University LANGUAGES English ... - Jan 08
Asssociate Insurance Service Advisor Candidate
Ontario, Canada
PROFESSIONAL EXPERIENCE RBC Insurance *th July’25 - Insurance Advisor – Life Health and Wealth Conduct Personal Needs Analysis in Salesforce to recommend suitable financial planning solutions Strong analytical and problem-solving skills to analyze ... - Jan 08
PROFESSIONAL EXPERIENCE RBC Insurance *th July’25 - Insurance Advisor – Life Health and Wealth Conduct Personal Needs Analysis in Salesforce to recommend suitable financial planning solutions Strong analytical and problem-solving skills to analyze ... - Jan 08
Customer Service Specialist with Banking Experience
Irving, TX
... Union – Jackson, MS February 2018 – December 2021 ● Processed financial transactions including deposits, withdrawals, and ... needs and referred appropriate products or services Resident Advisor RealManage - Plano, TX June 2023 – October 2025 ● ... - Jan 08
... Union – Jackson, MS February 2018 – December 2021 ● Processed financial transactions including deposits, withdrawals, and ... needs and referred appropriate products or services Resident Advisor RealManage - Plano, TX June 2023 – October 2025 ● ... - Jan 08
Strategic Finance Leader & Program Navigator
St. Louis, MO
... Executive Summary Strategic senior-level leader, advisor, and finance expert with 22 years in fiscal management, 31+ years government operations. Direct financial administration and oversight of complex multi-faceted budgets ranging from $28M-$65B. ... - Jan 08
... Executive Summary Strategic senior-level leader, advisor, and finance expert with 22 years in fiscal management, 31+ years government operations. Direct financial administration and oversight of complex multi-faceted budgets ranging from $28M-$65B. ... - Jan 08
Clinical Documentation & Coding Compliance Leader
Valley City, OH
... Paul, Minnesota April 2025 - Present Solutions Advisor – Coding Partners effectively with clients to perform coding workflow ... ●Enhanced financial performance driving a monthly risk adjustment revenue impact of approximately $350K. Cleveland Clinic, ... - Jan 08
... Paul, Minnesota April 2025 - Present Solutions Advisor – Coding Partners effectively with clients to perform coding workflow ... ●Enhanced financial performance driving a monthly risk adjustment revenue impact of approximately $350K. Cleveland Clinic, ... - Jan 08
Project-Driven Remote Work Professional
Sarasota, FL
... Luxury Property Advisor with High-End Vacation Rental Company & Vacation Rental Assistant on Siesta Key -Specialized in ... -Financial management. -Familiarity with both B2B sales, and client-to-business interactions. Handled invoices and ... - Jan 08
... Luxury Property Advisor with High-End Vacation Rental Company & Vacation Rental Assistant on Siesta Key -Specialized in ... -Financial management. -Familiarity with both B2B sales, and client-to-business interactions. Handled invoices and ... - Jan 08
Corporate Compliance and Regulatory Specialist
Ravenna, OH
... privacy and compliance ● Agency responses in writing Financial Ombudsman CS III April 2020-March 2023 ● Conduct VIP and ... Marhofer Auto Family, Stow Kent, Ohio Sales and Service Advisor June 2017-May 2018 ● Compiled service contracts ● Created ... - Jan 08
... privacy and compliance ● Agency responses in writing Financial Ombudsman CS III April 2020-March 2023 ● Conduct VIP and ... Marhofer Auto Family, Stow Kent, Ohio Sales and Service Advisor June 2017-May 2018 ● Compiled service contracts ● Created ... - Jan 08
Results-Focused RegTech Product Leader
Belleville, IL
... **.*** Professional Summary Results-driven professional with deep expertise in financial services and regulatory technology. ... WELLS FARGO ADVISORS - Senior Product Manager (Product Owner) - Officer Advisor and Client Services Oct 2018 - Jan 2022 St. ... - Jan 07
... **.*** Professional Summary Results-driven professional with deep expertise in financial services and regulatory technology. ... WELLS FARGO ADVISORS - Senior Product Manager (Product Owner) - Officer Advisor and Client Services Oct 2018 - Jan 2022 St. ... - Jan 07
Senior Mainframe Developer/Analyst with 20+ Years Experience
San Antonio, TX
... Toyota Motor Financial Corporation (Client – Plano, TX) Mainframe Developer /System Analyst Support and Document Retail, ... Assignments through Principal Compensation System and load to the Enterprise Advisor Digital System for Client List. ... - Jan 07
... Toyota Motor Financial Corporation (Client – Plano, TX) Mainframe Developer /System Analyst Support and Document Retail, ... Assignments through Principal Compensation System and load to the Enterprise Advisor Digital System for Client List. ... - Jan 07