| Distance: | Resume alert | Resumes 291 - 300 of 28268 |
Financial Advising
Huntington Beach, CA, 92649
... ORANGE, CA FINANCIAL ADVISOR MAR 2021 – JAN 2026 – Consulted clients on wealth management and retirement planning to maximize long-term investment returns – Advised clients on ERISA legislation, fiduciary duties, and tax law issues affecting their ... - Feb 17
... ORANGE, CA FINANCIAL ADVISOR MAR 2021 – JAN 2026 – Consulted clients on wealth management and retirement planning to maximize long-term investment returns – Advised clients on ERISA legislation, fiduciary duties, and tax law issues affecting their ... - Feb 17
Chartered Accountant - 32+ Years Leadership in Finance
Nairobi, Nairobi County, Kenya
... Experienced in preparing board packs, investor summaries, and presenting financial strategies to senior stakeholders. Trusted advisor to CEOs and boards on governance, compliance, and capital structuring. PERSONAL DETAILS Date of Birth: 4 July 1971 - Feb 17
... Experienced in preparing board packs, investor summaries, and presenting financial strategies to senior stakeholders. Trusted advisor to CEOs and boards on governance, compliance, and capital structuring. PERSONAL DETAILS Date of Birth: 4 July 1971 - Feb 17
Ophthalmology Tech and Wellness Coordinator
Florida
... multiple websites and resources to complete involved tasks ●Maintained multiple schedules for agents ●Edward Jones Financial Advisor Intern April 2019- August 2019 ● Self driven study program to acquire Series 7 licensing ●Maintained high scores ... - Feb 17
... multiple websites and resources to complete involved tasks ●Maintained multiple schedules for agents ●Edward Jones Financial Advisor Intern April 2019- August 2019 ● Self driven study program to acquire Series 7 licensing ●Maintained high scores ... - Feb 17
Capital Markets Leader and Strategy Advisor
Eagan, MN
... Credit Ratings Professional Summary Capital Markets Leader Strategy Advisor Financial Architect/Accounted Finance professional with over 13 years of experience across regulatory functions, macro-financial advisory, and financial market operations. ... - Feb 17
... Credit Ratings Professional Summary Capital Markets Leader Strategy Advisor Financial Architect/Accounted Finance professional with over 13 years of experience across regulatory functions, macro-financial advisory, and financial market operations. ... - Feb 17
Customer Experience Support Specialist Resume
St. Louis, MO
... CORE COMPETENCIES • Operational Leadership & Integration • EOS / Traction Implementation • P&L Ownership & Financial ... and trusted advisor to founders and executive teams navigating growth, complexity, and organizational change TRELUS St. ... - Feb 17
... CORE COMPETENCIES • Operational Leadership & Integration • EOS / Traction Implementation • P&L Ownership & Financial ... and trusted advisor to founders and executive teams navigating growth, complexity, and organizational change TRELUS St. ... - Feb 17
Detail-Oriented Bookkeeper with QuickBooks Expertise
Toronto, ON, Canada
... Maintain and update financial records using computerized accounting systems, ensuring all transactions are recorded ... Microsoft Excel Certification Xero Advisor Certification Awards Dean's Recognition - Accounting & Finance Department - Feb 17
... Maintain and update financial records using computerized accounting systems, ensuring all transactions are recorded ... Microsoft Excel Certification Xero Advisor Certification Awards Dean's Recognition - Accounting & Finance Department - Feb 17
Property Management & Accounting Specialist
New Orleans, LA
... Champion Accounting and Payroll System (CAP), Government Financial System (GFS), Advantage Financial Information System ... 08/2006 – 06/2008 Quadel Consultant Services - Housing Advisor/Specialist for Road Home (LRA) I interviewed, evaluated, ... - Feb 16
... Champion Accounting and Payroll System (CAP), Government Financial System (GFS), Advantage Financial Information System ... 08/2006 – 06/2008 Quadel Consultant Services - Housing Advisor/Specialist for Road Home (LRA) I interviewed, evaluated, ... - Feb 16
Project and Operations Manager
Azcapotzalco, Mexico
... - Conducted cost analysis using PESTLE and SWOT frameworks to establish financial requirements and operational strategies, ... de México (2000–2004) Founding partner and AS/400 technical advisor – Beyond MBC (1999-1999) AS/400 Administrator – Novartis ... - Feb 16
... - Conducted cost analysis using PESTLE and SWOT frameworks to establish financial requirements and operational strategies, ... de México (2000–2004) Founding partner and AS/400 technical advisor – Beyond MBC (1999-1999) AS/400 Administrator – Novartis ... - Feb 16
Cybersecurity Professional with Cloud & Incident Focus
Austin, TX
... TEXAS *********@*****.*** NIKO SALAZAR 619-***-**** Specialist, Advisor Workflow Solutions Motivated and detail-oriented ... – Austin, Texas December 2020 - Current Provided technical and operational support in a financial services environment. ... - Feb 16
... TEXAS *********@*****.*** NIKO SALAZAR 619-***-**** Specialist, Advisor Workflow Solutions Motivated and detail-oriented ... – Austin, Texas December 2020 - Current Provided technical and operational support in a financial services environment. ... - Feb 16
Virtual Legal/Client Support Specialist with JD
Pittsburgh, PA
... claim issues and resolutions, streamlining repetitive inquiries and improving team productivity Lincoln Financial Group City, ST Remote Financial Advisor January 2018 – April 2018 ● Guided clients through retirement account changes, loans, and ... - Feb 16
... claim issues and resolutions, streamlining repetitive inquiries and improving team productivity Lincoln Financial Group City, ST Remote Financial Advisor January 2018 – April 2018 ● Guided clients through retirement account changes, loans, and ... - Feb 16