Financial Advisor Resumes

Little Rock, AR
... Experience CONCIERGE CST LONGBRIDGE FINANCIAL JANUARY 2024 -JULY 2025 · Managed an average of 350+accounts from inbound and outbound interactions · Coordinated travel arrangements, including transportation and accommodation, ensuring seamless guest ... - 2025 Dec 12

Prosper, TX
... Investment Banking Analyst, Financial Institutions Group 2005 • Performed financial modeling and valuation analyses for ... FAITH LEADERSHIP EXPERIENCE Foundation JC Chaplain, Marriage Counselor & Spiritual Advisor 2019 – Current Specialize in ... - 2025 Dec 12

Tampa, FL, 33612
... and enhanced Salesforce Financial Services Cloud (FSC) data models, including Households, Financial Accounts, and Relationship Groups, to support retail banking and wealth-management use cases across advisor, operations, and compliance teams. ... - 2025 Dec 12

Hyderabad, Telangana, India
... Bitbucket • Security & Compliance: IAM, RBAC, AWS Trusted Advisor, Azure Cost Management, Data Masking, Vulnerability ... CMC Hyd India May 2020 – Oct 2021 • Designed and optimized SQL queries and stored procedures for financial transactions. ... - 2025 Dec 12

Hyderabad, Telangana, India
... Extensively worked on MS Dynamics AX modules like Manufacturing Modules, Supply Chain modules, Financial Modules (AP, AR, GL ... Well-versed in performance tuning using AX and SQL tools such as trace parser, profiler, database tuning advisor, coding ... - 2025 Dec 12

College Park, MD
... Monitored and takes action to close DTS travel authorizations with unsettled travel vouchers in accordance with DoD FMR (Financial Management Regulation) VOL 9 and the JTR (Joint Travel Regulation). Staff advisor to management in evaluating the ... - 2025 Dec 11

Kennedale, TX
... Professional Experience Horizon Senior Placement – Senior Placement Advisor / Marketer (PRN / As Needed) June 2025 – Present • Assist families in identifying and selecting appropriate senior-living communities based on clinical and financial needs. ... - 2025 Dec 11

Dallas, GA
... Recognized as trusted advisor and built relationships to develop sales leads. Account Executive, Wolters Kluwer Managed high-level accounts, providing solutions to financial institutions, insurance companies, and broker-dealers. Applied ASP model to ... - 2025 Dec 11

Lutz, FL
... Acted as advisor to program team regarding projects. Regularly interfaced with funding sources and accounting for all facets ... as well as closely coordinating preparations of proposals, plans, obligations, and financial conditions of contracts. ... - 2025 Dec 11

Bellbrook, OH, 45305
... in managing multimillion-dollar grants, coordinating programs, and overseeing financial and operational activities. ... Custom Construction Knoxville, TN June 2005 – July 2008 Business Advisor/Web Administrator Served as business consultant, ... - 2025 Dec 10