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Phoenix, AZ
... EDUCATION Degree in Financial Advice Qualified Financial Advisor — United Kingdom
- Mar 27
Geneva, IL
... •Manages all financial processes using QuickBooks. •This includes all financial reporting and payroll on a biweekly basis. •Pays and reports all payroll and unemployment taxes. •Reconciles all bank accounts as well as AIR and A/P functions including ...
- Mar 27
California
... LOS ANGELES, CA Debt collection and paralegal work and executive assistant to a busy financial advisor with a large clientele. Mr. Katz, CEO, was a busy certified and licensed State and Federal Tax preparer and did returns for various medical, ...
- Mar 27
Albany, NY, 12207
... MetLife Financial Advisor (1099 Contractor) May 2005 - November 2011 • Drove outside sales and onboarding for life and annuity products, resulting in a portfolio of 120+ customers. • Delivered customer coaching and product training, establishing ...
- Mar 27
Jacksonville, FL
... Serve as a trusted advisor to executive leadership, delivering monthly labor, workforce, and financial analyses, dashboards, and ad-hoc reporting to inform data-driven decisions and identify emerging operational, compliance, and workforce risks. ...
- Mar 26
Wilmington, DE
... My career at DHL Canada reflects a continuous rise from advisor to team leader, showcasing a unique blend of leadership, ... Revenue Growth: Consistently met and exceeded targets for cross-selling Walmart financial products (Credit Cards) and ...
- Mar 26
Los Angeles, CA
... through renewal and growth — serving as the primary relationship owner and strategic advisor for every account in the book. ... Account Team Lead / Training Specialist Answer Financial — Encino, CA 2004 – 2007 • Grew agent productivity from 2.8 to 3.4 ...
- Mar 26
Fairview, NJ
... projects, generated reports, maintained & updated information on My Learning Site, calculated evaluation forms from Financial Advisor training courses Education: •Business Administration/ Fashion/ Marketing, Jersey City State College, Jersey City, ...
- Mar 26
Charlotte, NC
... any supervision while delivering the highest standards of work quality Communicated directly with New Advisor Support and New Advisor Care team members, Financial Advisors and their assistants, internal departments and leadership by phone and email. ...
- Mar 26
Phoenix, AZ
... • Personal Financial Management, Marine Corps Institute, Washington, DC. • Principles of Instruction, Marine Corps Institute ... of Phoenix, Phoenix, Arizona Senior Military Enrollment Advisor, October 2007 – November 2010 • Inform students via ...
- Mar 26