| Distance: | Resume alert | Resumes 311 - 320 of 28269 |
Senior Operations and Compliance Leader
Sherman, TX
... Compliance Analyst Jul 2015 – Nov 2019 • Led operational, financial, and compliance audits evaluating internal controls and regulatory adherence. • Conducted Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for advisor onboarding. ... - Feb 12
... Compliance Analyst Jul 2015 – Nov 2019 • Led operational, financial, and compliance audits evaluating internal controls and regulatory adherence. • Conducted Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) for advisor onboarding. ... - Feb 12
Fixed Assets Accountant and RPA Analyst
Montreal, QC, Canada
... SAP, Salesforce, Excel, AWS) Everyday Banking Advisor RBC 01/2024 - 07/2024 Montreal • Handled 40+ inbound calls daily to assist clients with various banking needs, enhancing customer satisfaction • Provided financial advice to clients, helping them ... - Feb 12
... SAP, Salesforce, Excel, AWS) Everyday Banking Advisor RBC 01/2024 - 07/2024 Montreal • Handled 40+ inbound calls daily to assist clients with various banking needs, enhancing customer satisfaction • Provided financial advice to clients, helping them ... - Feb 12
ESG Data and Compliance Program Leader
Atlanta, GA, 30341
... Trusted advisor on environmental and sustainability compliance issues able to collaborate cross-functionally, deliver ... and reporting ● Supported the full reporting cycle of non-financial data, from materiality assessment to data collection, ... - Feb 12
... Trusted advisor on environmental and sustainability compliance issues able to collaborate cross-functionally, deliver ... and reporting ● Supported the full reporting cycle of non-financial data, from materiality assessment to data collection, ... - Feb 12
Senior Sales & Relationship Leader in Financial Services
Spring Hill, FL
... and Louisiana) Expanded advisor usage by identifying new opportunities and creating strategies to increase sales. ... 2009 Russell Investments Tampa, FL Cultivated and expanded relationships with key clients including Raymond James Financial. ... - Feb 12
... and Louisiana) Expanded advisor usage by identifying new opportunities and creating strategies to increase sales. ... 2009 Russell Investments Tampa, FL Cultivated and expanded relationships with key clients including Raymond James Financial. ... - Feb 12
Client Services & Operations Professional
Millbrook, AL
... service Take pride in accuracy and professionalism Professional Experience Licensed Life Insurance Advisor 02/2022 – present Symmetry Financial Services Educating clients on life insurance options Conduct needs-based consultations to identify ... - Feb 12
... service Take pride in accuracy and professionalism Professional Experience Licensed Life Insurance Advisor 02/2022 – present Symmetry Financial Services Educating clients on life insurance options Conduct needs-based consultations to identify ... - Feb 12
Dental Assistant / Front Desk Professional
Montgomery, AL
... Advisor SelectQuote-Kansas City, KS October 2024 to July 2025 Front line sales advocate, clearing clients for services. ... experience • Proofreading • Receptionist (4 years) • Financial sales • HIPAA compliance management • Math • Live chat • ... - Feb 12
... Advisor SelectQuote-Kansas City, KS October 2024 to July 2025 Front line sales advocate, clearing clients for services. ... experience • Proofreading • Receptionist (4 years) • Financial sales • HIPAA compliance management • Math • Live chat • ... - Feb 12
Senior Administrative Professional with 25+ Years Leadership
Naples, FL
... Compiled and prepared financial operations reports, including staffing, payroll, and subcontractors’ reports. Coordinate and ... TRAINING: 2021- Title IX/OIEC/Student Conduct Advisor Training 2017- FGCU Advisors Workshop Series Workday, Banner, Cognos, ... - Feb 12
... Compiled and prepared financial operations reports, including staffing, payroll, and subcontractors’ reports. Coordinate and ... TRAINING: 2021- Title IX/OIEC/Student Conduct Advisor Training 2017- FGCU Advisors Workshop Series Workday, Banner, Cognos, ... - Feb 12
Health Plan Operations Leader and Strategy Expert
Cleveland, OH, 44120
... Identify, develop/implement strategic provider network development leading to financial improvements. Implements client EHR, ... Primary advisor to the VP, Health Services, Director, Faculty Practice and college board for healthcare delivery, regulatory ... - Feb 12
... Identify, develop/implement strategic provider network development leading to financial improvements. Implements client EHR, ... Primary advisor to the VP, Health Services, Director, Faculty Practice and college board for healthcare delivery, regulatory ... - Feb 12
Senior Finance Leader - Strategy, Forecasting & BI Transformation
Kolkata, West Bengal, India
... to deliver accurate financial insights Over a decade of FP&A expertise driving modernisation of finance functions, integrating global operations with advanced Anaplan architecture to enable scalable planning. Acted as a trusted advisor to Global ... - Feb 12
... to deliver accurate financial insights Over a decade of FP&A expertise driving modernisation of finance functions, integrating global operations with advanced Anaplan architecture to enable scalable planning. Acted as a trusted advisor to Global ... - Feb 12
Detail-Oriented Data Entry Clerk Resume Title
Urbandale, IA
... job market 2015-2023 Communication and Writing 10+ years Financial Services (underwriting, processing, collections and recovery) 4-7 years Business improvement (Green Belt, Orange Belt Advisor, leading major change effort, developing a business ... - Feb 11
... job market 2015-2023 Communication and Writing 10+ years Financial Services (underwriting, processing, collections and recovery) 4-7 years Business improvement (Green Belt, Orange Belt Advisor, leading major change effort, developing a business ... - Feb 11