Financial Advisor Resumes

Corona, CA
... Cost Accounting, Budgets, Progress Billing, General Ledger, Financial Reports, Reconciliations, Vendor Administration, Sales ... Service Database Administration Event Planning Fashion Advisor Focused Human Resources Independent Worker Makeup Artist ... - 2025 Nov 25

Tarzana, CA
... QuickBooks, Salesforce & Other CRMs) Omid Financial Sasson Analyst 4934 Doman Ave. Tarzana, CA 91356 Phone: 818-***-**** *******@*****.*** PROFESSIONAL EXPERIENCE: Associate Vice President Financial Advisor 2025 - Present Merrill Lynch Provided ... - 2025 Nov 25

White House, TN
... relations, training, financial management, facilities, property management, health and safety, and emergency preparedness. ... Serve as a consultant /advisor to FOD/ Acting Operation Service Specialist/ Analyst: handling procumbent, transfers of ... - 2025 Nov 25

Austin, TX
... WORK EXPERIENCE Ameriprise • Austin, TX • 01/2021 - 02/2025 Financial Advisor • Managed 315 in different families' finances, totaling $90 million dollars of assets. • Raised over $50 million in money in my career, that I then invested and managed. • ... - 2025 Nov 25

Arlington, VA
... financial and tax services to corporate and small business clients. Key Accomplishments: Conducted compilations, reviews, and audits ensuring accuracy and compliance. Resolved tax delinquencies and advised on strategies as a QuickBooks Pro Advisor. ... - 2025 Nov 25

Oakland, CA
... Profile Experienced customer service advisor with outstanding customer service skills, and proven problem-solving abilities. ... Financial Responsibilities. Marketing and Promotions. Compliance and Administration. Problem Solving ● Paraprofessional ... - 2025 Nov 24

Alpharetta, GA
... INC (TEMPORARY ASSIGNMENT) Remote Carrier Associate Benefit Advisor 06/2025 to 10/2025 Guide Medicare beneficiaries select ... 2020 to 12/2023 Maintained an organized filing system for financial documents Greet customers upon entering Answer incoming ... - 2025 Nov 24

Jacksonville, FL
... Degree, Major Nursing ~ Minor Psychology REFERENCES Chiffon Guest– Academic/Career Advisor 904-***-**** Sarah Friedman– Financial aid supervisor 904-***-**** PAGE 2 - 2025 Nov 24

Albany, OR, 97321
... 04/2005 – 04/2007 National Admissions Advisor- Team Lead, American Beaverton, Or Intercontinental University Led a team ... Maintained detailed financial tracking and reporting processes to meet corporate standards. 11/1998 – 11/1999Manager in ... - 2025 Nov 24

Wallkill, NY
... Interactions Resolved member inquiries to improve loyalty and satisfaction JPMorgan Chase Securities Staten Island, NY Financial Advisor February 2013 – May 2015 ● Managed investment portfolios for high-net-worth clients by devising and implementing ... - 2025 Nov 24