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Charlotte, NC
... OneSource Reconciliation QuickBooks Excel Salesforce Professional Experience Atrium, Charlotte, NC Oct 2023 – May 2025 Financial Advisor Was responsible for primary credentialing of all providers and locations, as well as overseeing the delivery of ...
- Jun 18
Herndon, VA, 20170
... Adviser, Stored Procedure Builder, DPROPR, Configuration advisor, DB2 Utilities, DB2 Connect, INAV, I-Doctor, TAATOOL, ... Led the migration of a DB2-based financial data warehouse to AWS Redshift and RDS, boosting query performance by 40% and ...
- Jun 18
Lake Mary, FL
... Vanguard, Orlando, FL Senior Financial Advisor 2021–2024 • Directed client acquisition strategies for high-net-worth portfolios, growing assets under man- agement by leveraging HCM and financial solutions tailored to C-suite executives. • Coached ...
- Jun 18
Cartersville, GA
... *@*****.*** CAREER OVERVIEW Innovative consultant, executive, advisor, and author seeking to add value to your organization. ... Student, Banner Finance, Banner Human Resources, Banner Financial Aid, Banner Advancement, Banner General, Banner Workflow ...
- Jun 18
Charlotte, NC
... WORK EXPERIENCE 04/2023 – 03/2025 Executive Communications and Visibility Advisor, Avantor Sciences Charlotte, USA Provided ... Conducted media and speaker training for Fortune 100 financial services leaders. Supported communication strategy and ...
- Jun 18
Mbombela, Mpumalanga, South Africa
... Name of employer: Advisor Progressive College Position held: Human Resources and Administration Manager Time period: August ... ● achieve financial objectives by anticipating requirements; submitting information for budget preparation; monitoring costs ...
- Jun 18
Dallas, TX
... • Budget and financial planning/forecasting for Data Center and network infrastructure purchases and operations. • Developed ... Advisor on Executive Advisory Board Member for Business Development Services (ITaaS) as Technical Principal • Network ...
- Jun 17
Seven Oaks, SC, 29210
... JPMorgan Chase Securities 11/2011 - 11/2020 Controls and Governance Analyst Act as liaison between a financial advisor, the Advisor Service Center and the Annuity Operations team case managers who review new annuity account submissions. • Research ...
- Jun 17
Middletown, DE
... Serve as an expert advisor to Product/Project Management for assigned acquisition programs with specific emphasis on program ... Performed design and development of SEC Licensing web application and its integration into the Financial Management ...
- Jun 17
Minneapolis, MN
... Advisor, or Credit Advisor, may act as an additional contact to the client. ● Coordinated credit and loan portfolio administration support such as monitoring past dues, document exceptions, collateral value monitoring, and covenant compliance. Voya Financial ...
- Jun 17