Financial Advisor Resumes

St. Louis, MO
... July 2023 Consulted with clients and prospective clients assessing insurance needs, budgets, and financial planning goals. ... Youth Advisor Epworth Children & Family Services, Webster Groves, MO April 2019 to June 2022 As a youth advisor, I served as ... - May 05

Pittsburgh, PA
... Collaborated with other departments such as the Communications office, Registrar, Financial Aid, Student Success, Housing, ... PROFESSIONAL MEMBERSHIPS: Cheyney University, Student Advisor- National Council of Negro Woman, Inc. (NCNW): 2021-2025 ... - May 05

Raleigh, NC
... Supported issue resolution by managing escalations, following up on technical support tickets, and scheduling advising appointments for financial and admissions assistance. WORKPLACE OPTIONS, Raleigh, NC — Consultant/Information & Referral ... - May 05

Lake Dallas, TX, 75065
... Analyzer Profiler, DTS, SSIS, SSAS, SSRS, Database Tuning Advisor, BI tools (Report Studio, Analysis Studio, Query Studio). ... access reviews, key rotations, compliance validation, and data masking implementation across sensitive financial datasets. ... - May 05

North Carolina
... • Support project analysis by conducting market research, site reviews, zoning checks, financial projections, and ... Trusted advisor with argued and structured communication. • Provide logistical assistance (as described above) and ... - May 05

Tulsa, OK
... Luxury Travel Advisor cxLoyalty-Tulsa OK August 2023 to May 2025 • Facilitate luxury travel bookings, enhancing customer ... • Assisting clinicians, accountants, lawyers, and other business associates with their financial and taxing needs for ... - May 05

Delano, MN, 55328
... compensation plan changes to the sales organization while delivering a 99% Advisor Retention rate, reducing overpayments, driving YoY membership growth, lowering financial risk, increasing practice profitability, and providing a balanced sales mix. ... - May 04

Lansdowne, PA, 19050
... ● Employee Relations: Acted as a strategic advisor to leadership; conducted internal investigations and facilitated conflict ... ● Built and maintained databases for financial tracking and reporting community partners. ● Partnered with Training and ... - May 04

Huntsville, AL
Timothy Rochelle Gadsden, AL ***** ***************@*****.*** +1-256-***-**** Professional Summary Experienced Service Advisor ... to customer concerns and developed robust solutions * Achieved financial objectives through effective management of people, ... - May 04

Coimbatore, Tamil Nadu, India
... Experience Aditya Birla Insurance advisor Maintained accurate records of client interactions, ensuring seamless service ... Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations. ... - May 04