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Customer Service Specialist with Leadership Experience

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

Solutions-Focused Financial Advisor and Analyst

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

Treva Bogans - Administrative & Customer Solutions Specialist

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

Administrative Support & Data Entry Specialist with 20+ Years

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

AML Investigator with 8 years experience

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

Pre-Certification Clerk Candidate - Detail-Oriented, Dedicated

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

Senior Risk Management Leader in Financial Services

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

Customer service professional

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

CFO - Strategic Financial Leader - M&A & IPO Expert

Toronto, ON, Canada
INAM JAVED (CPA, CMA, CGMA, AIA) Toronto, Canada Cell: +1-647-***-**** Email: *********@*******.*** LinkedIn: www.linkedin.com/in/inamjaved Summary Accomplished and results-driven Chief Financial Officer (CFO) / Financial Advisor with 25+ years of ... - 2025 Dec 31

Remote Inbound Support & Service Records Coordinator Candidate

Bronx, NY
... Chancellor Insurance Agency (Sagicor products) Financial Advisor, accounting services 2017-2019 selling insurance guarantees such a health packages and financial securities. Construction engineering since 2017 designing and building structure from ... - 2025 Dec 30
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