Financial Advisor Resumes

Orono, ME
... crandall-947515225 Professional Summary Mission-driven Financial accountant and consultant with 3+ years of experience in ... Founder & Strategic Advisor Isfappaloosa Enterprises LLC – Orono, ME 2015 – Present • Provide retirement security planning ... - Mar 25

Birmingham, AL
... EMPLOYMENT EXPERIENCE USAA (Bank), San Antonio, TX (permanent WFH employee) 2020 - 2025 Business Risk and Controls Advisor I ... credible and effective challenge to business partners/stakeholders as it pertained to issues, to ensure financial success. ... - Mar 25

Elizabeth, NJ
... ·Maintain budget and expenses, prepare invoices, as well as report financial statements. ·Conduct research, compile data, ... Client Services Advisor, Gucci Jersey City, NJ, October 2024-March 2025 ·Provide exceptional online customer service support ... - Mar 25

Metepec, Mexico, Mexico
Eduardo Martinez Garcia Executive Summary Results-oriented C-level advisor and transformation leader with 13+ years driving ... IT Alignment & Digital Transformation - P&L Management & Financial Optimization - PMO Governance & Project Execution - ... - Mar 25

Egg Harbor Township, NJ
... Lincoln Financial Group Senior Project Manager (Contract) Apr 2014 – Jul 2014 Delivered/deployment of Advisor Workstation for Wealth Management across Salesforce platform. Directed design, build, and test lifecycle, managed infrastructure setup and ... - Mar 25

Meridianville, AL
... • Advisor for Future Business Leaders of America (FBLA) student organization • School Budget Analyst, responsible for the ... budget administration and analytical finance specializing in financial budget reporting, analysis, and project management. ... - Mar 25

Cleburne, TX
... Grand Prairie, TX 75051 ***************@*****.*** 682-***-**** Work Experience Loan Advisor Bridgecrest Financial - Fort Worth, TX May 2024 to November 2025 * Managed a portfolio of auto loan accounts, ensuring timely collection of delinquent ... - Mar 24

Washington, DC, 20004
... www.minerasancristobal.com ECONOMIC AND SOCIAL DEVELOPMENT FINANCE Advisor, Inter-American Investment Corporation (IIC, now called IDB Invest)/Financial Sector and Capital Markets Division, 1992-1994. While at the IIC, I advised on the privatization ... - Mar 24

Sand Lake, NY
... Cetera Financial Group – Financial Advisor Sales Assistant Apr 2020 – Dec 2021 Supported operational transitions, including full and accurate conversion of client portfolios to new systems – reinforcing adoption of new tools and processes. Assisted ... - Mar 24

Atlanta, GA
... in conducting client interviews to gather accurate financial information • Proficient in tax preparation software and ... JCPenney/ Sephora - Beauty Advisor Waycross, GA • 11/2019 - 12/2022 • Executed personalized beauty consultations to elevate ... - Mar 24