New York City, NY
Tony Tholtsiniathis 646-***-**** ************@*****.*** TRAVEL CONSULTANT INVESTMENT ADVISOR & IT PROFESSIONAL CONCIERGE ... including PWC, Ogilvy and Mather, Cleary Gottlieb Adept as financial consultant worked closely with individuals needing ...
- Jul 03
Allegan, MI
... Provides budgetary and financial oversight and administrative assistance for a variety of activities. Processes purchase ... Preformed Drawer audits of other co-workers WALGREENS Beauty Advisor 05/2011 – 08/2013 Achieved number one in district for ...
- Jul 03
Kolkata, West Bengal, India
... Analyzed transaction data to detect patterns indicative of financial crimes. Collaborated with teams to investigate account ... Can access all external applications of clients BNY Mellon, SURPAS, 529 quick view holdings, DST Vision, Active advisor to ...
- Jul 03
San Antonio, TX
... Result: Positioned SchXer, LLC as a premier Tier II and III consulting firm, enhancing operational efficiency and financial ... CHENIERE ENERGY SABINE PASS LNG TERMINAL, Cameron, LA 2014 – 2018 PROJECT CONTROLS ADVISOR A $43B LNG facility project faced ...
- Jul 03
Forest, VA
... Branch Office Administrator Edward Jones Investments-Forest, VA April 2022 to January 2024 Run office for Financial Advisor while giving exceptionally great customer service to our clients Business Development The Journey-Lynchburg, VA June 2021 to ...
- Jul 02
Quezon City, Philippines
... ADVISOR 1- BLENDED SUPPORT CONCENTRIX AUGUST 7, 2023 - OCTOBER 17, 2023 Assist organizer or attendees in whatever concerns ... Communicate with clients, verify financial information, and maintain records. Works in an office environment and may manage ...
- Jul 02
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. ...
- Jul 02
San Mateo, CA
... NPS by 300%, promoted twice in six months for operational leadership Prudential Financial Global Technology Team (Financial Services) Talent Acquisition Advisor Newark, NJ 10/2018 - 06/2020 ● Partnered with global leaders to bridge big-picture ...
- Jul 02
Hesperia, CA
... responding to client inquiries via phone calls or emails throughout the year • Served as a trusted advisor by offering personalized advice on financial planning strategies based on individual circumstances • Increased efficiency by implementing new ...
- Jul 02
Richmond, VA
... mitigated financial risks through strong internal controls Liaison with external auditors to ensure smooth auditing processes Cost accounting experience tracking expenditures and monitoring budgets JUNE 2023 – OCTOBER 2023 FINANCIAL ADVISOR TRAINEE, ...
- Jul 02