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Resumes 241 - 250 of 28184 |
Orange City, FL
... of financial products such as CDs, annuities, and mutual funds, along with coordinating client- focused seminars. Skilled in client service, communication, and dependable support within financial and administrative settings. Financial Advisor The ...
- Jan 03
Detroit, MI
... wealth management advisor. The wealth manager position allows me to use my exceptional understanding of the capital markets along with my unique use of the financial planning process to forge profitable relationships with high net worth individuals. ...
- Jan 03
Jacksonville, FL
... orders Client Advisor-Remote Position Concentrix-Jacksonville, FL February 2020 to December 2022 Apple client specialist. ... by approving contracts,maintaining inventories Achieving financial objectives by preparing an annual budget Supervising ...
- Jan 02
Alpine, UT
... WORK EXPERIENCE: Solutions DA & I Wells Fargo Financial Advisor – July 2022 to Current Handle service-related issues: New Account openings, money movement, account updates, beneficiary distribution, trades, digital adoption. Portfolio review and ...
- Jan 02
Columbia, SC
... documents ● Collected rent payments and maintained accurate financial and tenant records ● Coordinated maintenance requests ... 2024 Wellbiz Brands, Inc Evans, GA - Wellness Membership Advisor / Lash Consultant ● Provided exceptional customer service ...
- Jan 02
Arlington, TX
... A trusted advisor and thought partner to senior leaders, colleagues, and clients, consistently delivering insight that is ... health and wellness self-management, relapse prevention, financial literacy, medication support, and integrated substance ...
- Jan 01
Brooklyn, NY
... fraudulent activity such as Check Kiting, ACH Fraud, Elder Financial Exploitation, Romance Scams and Identity Theft Listened ... May 2022 Compliance Advisor Performed screening of customers and associated persons each time that an OFAC update is issued. ...
- Jan 01
Gaithersburg, MD
... Stakeholder & Government Engagement • Project Operations, Financial & Administrative Oversight • Public Health Training & Policy Implementation PROFESSIONAL EXPERIENCE Senior Technical Advisor / Head of Operations APIN Public Health Initiatives — ...
- 2025 Dec 31
Paramus, NJ
... in operational risk management, business optimization, and leadership within financial services and insurance industries. ... Partner, Procedures & Metrics (2016 - 2017) Business Partner/Advisor: Directed & guided work streams, collaborating with ...
- 2025 Dec 31
Fort Worth, TX
... Lincoln Tech University Financial Aid Advisor 2024-2025 Guided students through the financial aid process, fostering confidence and clarity in navigating funding options for their education; streamlined application review process leading to quicker ...
- 2025 Dec 31