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Poughkeepsie, NY
... •Mid-year and End of year Extracurricular Activity advisor reports •Set Up Open House/PT conferences in School Bookings ... of newly constructed homes The Nestle Company 1980 - 1984 Secretary-Financial Planning Department •Took dictation and typed ...
- Mar 30
Edmond, OK
... Their role includes: FINANCIAL STRATEGIST Sep 2010 – Present Becker Wealth Management, LLC Edmond, Oklahoma, United States FINANCIAL ADVISOR Jul 2007 – Aug 2010 Edward Jones Edmond, Oklahoma, United States CLIENT DELIVERY EXECUTIVE Jun 1997 – Jul ...
- Mar 30
Phoenix, AZ
... − Mediated meaningful relationships between academic advisors, opportunity programs, and financial aid officers, leading to better support for student’s streamlined services and more effective solutions to student challenges. − Raised $3K+ in back ...
- Mar 30
Lago Vista, TX
... PROFESSIONAL EXPERIENCE Financial Advisor University of Phoenix March 2024 – October 2024 ● Provided financial aid counseling and guidance to students ● Managed student accounts and financial documentation ● Delivered high-level customer service and ...
- Mar 30
Bowie, MD
... Fellow, President Obama Campaign, 2012 Small Business Advisor Committee, US Congress Donna Edwards 4th District, 2012-2017 Catechist & Lector, Archdioceses of Washington DC, 2013-Present Financial Integrity Network, 2018 Vita Tax Clinic, 2019
- Mar 30
San Antonio, TX
... NORTHWESTERN MUTUAL – Financial Advisor (2020–2023) Provided financial planning, investment, and risk management advisory services. EDUCATION & CREDENTIALS • Global MBA – Thunderbird School of Global Management • B.A. Business Administration – ...
- Mar 30
Nashua, NH
... PROFESSIONAL SUMMARY ●Professional with 17 years’ experience and having as many as 4 IT members and eight financial members ... Payroll ADP and using HR Knowledge as an outside advisor for payroll, 401K, and other. Using Ajera, Newforma Project, and ...
- Mar 30
Mahwah, NJ
... and financial advisors with explainer content, value decks, and conversion-driven assets. • Redesigned buyer journey and improved channel conversion and engagement metrics. • Launched multi-channel campaigns that increased awareness and advisor ...
- Mar 30
Broomall, PA
... financial analysis, inventory control, employee relations, marketing strategies, cash flow analysis, and micro-lending. ... Economics and accounting advisor to micro-entrepreneurs in Chester, PA. Preparation and presentation of minority based ...
- Mar 30
Columbia, SC
... • Professional experience with financial management, fiscal budgets, and fiduciary planning. • Excellent oral, written and ... Served as Student Advisor to Psychology Majors. Served on Institutional Service Committees Visiting Professor of Psychology ...
- Mar 29