Financial Advisor Resumes

Jacksonville, FL
... Kaplan University — Admission Advisor May 2005 – Jun 2021 • Conducted prospective student interviews, assessing qualifications, goals, and motivation. • Maintained accurate records and collaborated with financial aid and academic departments. • ... - 2025 Dec 19

Antioch, TN
... payable listings along with general ledger, analyze, and check accuracy of financial reports along with all other records. ... MEDIATION INVESTIGATIVE ADVISOR EEOC Indianapolis, IN Jun 2008 – Jan 2012 • Assessed the facts, legal issues, and interest ... - 2025 Dec 18

Ahmedabad, Gujarat, India
... digital transformation initiatives across healthcare, financial services, energy, aerospace, and consulting industries. ... Acted as an ITIL advisor to project and operations teams, ensuring alignment with service management best practices across ... - 2025 Dec 18

Hendersonville, TN
... Built Financial Applications and Reports, automated electronic payment streams using Transact/CashNet services, Database ... Advisor (1986-1988) - 2025 Dec 18

Hyderabad, Telangana, India
... phase of their financial journey, and Schwab announces plan to integrate the award-winning think or swim and think pipes trading platforms, education and tools into its trader offerings for retail and independent advisor clients in Software field . ... - 2025 Dec 18

Birmingham, AL
... advisor for change execution, partnering with learning, communications, and change strategy teams to mitigate adoption risk. • Partnered with finance, HR, and portfolio teams to ensure value captured in business cases was realized in operational and financial ... - 2025 Dec 18

Las Vegas, NV
... Generated invoices for billing, supporting timely and accurate financial documentation. Senior Customer Service Advisor Warby Parker – Remote 2023–2025 Supported internal teams with inventory-related inquiries and product availability. Contributed ... - 2025 Dec 17

Spring Hill, FL
... for clients and medical providers TECHNICAL CHAT ADVISOR/MENTOR - REMOTE • KELLY CONNECT/APPLE AUG 2019-OCT 2021 ● ... • PROTOTYPE CONSULTANTS • NOV 2005-APRIL 2007 ● Prepared financial statements ● Processed monthly and quarterly payroll and ... - 2025 Dec 17

Dallas, TX
... Oversaw and coordinated a group of new members as a technical advisor and subject matter expert, providing guidance to team ... Collaborated with business stakeholders to align FSC implementation with financial regulations such as FINRA and SEC. ... - 2025 Dec 16

United States
... Advisor) Sr AI/ML Engineer – GenAI Systems Feb 2022 – Feb 2024 Remote Designed and implemented RAG (retrieval-augmented generation) pipelines for enterprise clients, focusing on integrating multi-modal data (text and images) for healthcare and financial ... - 2025 Dec 16