Financial Advisor Resumes

Dallas, TX
... and submit all billing in CMIC Generate and analyze weekly financial reports (labor, materials, AR/AP, subcontractor costs) ... vendor commission rejections Bilingual Customer Service Trusted Advisor Train new advisors on process and system Enroll new ... - Jun 15

Colorado
... Insurance License, Acquired: January 2026 Quicks Books Pro Advisor Certification, Acquired: July 2025 Experience: Licensed ... • Prepare and organize monthly financial statements of client’s books. • Clean books using monthly reconciling in QuickBooks ... - Jun 15

Forney, TX
... Scaling, Elastic Load Balancing, EMR, Redshift, CodeDeploy, Trusted Advisor Infrastructure as Code (IaC): Terraform, AWS ... VPCs ensuring compliance with strict financial data residency laws and regulatory requirements including PCI-DSS and SOC 2. ... - Jun 15

Los Angeles, CA
... CAREER OBJECTIVE Sales Associate Walmart, Laguna Niguel, Ca Financial Advisor Primerica, lakewood, CA EXPERIENCE February 2022 - January 2023 • Met merchandising standards by keeping store stocked and products faced. Encouraged customers to make ... - Jun 15

Newcastle, KwaZulu-Natal, South Africa
... in cash handling Balancing daily accounts and compiling accurate financial reports Resolving client queries and aligned team ... Name: Tswarelo Phasha Establishment: Boston City Campus Position: Student Advisor Contact details: 015-***-**** - Jun 14

Mississauga, ON, L5V 3C9, Canada
A detailed oriented Financial Services Professional with 15+ years of experience in Customer Services, Sales and Collection. ... in April 2020 RBC Insurance Agency Limited Licensed Insurance Advisor January 2014 - August 2018 -Identified profitable risk ... - Jun 14

Richmond Hill, ON, L4E 3W9, Canada
... service delivery • Maintained project documentation and adhered strictly to internal risk and compliance procedures Financial Advisor TD Bank, Calgary, AB August 2022 – July 2023 • Led a branch initiative that exceeded financial goals by 200%, ... - Jun 14

Alexandria, VA
... 703-***-**** SKILLS • Accounting • Audit • Compliance • Financial Reporting & Consolida- tion • Administrative Assistant • ... • Lead daily huddles and communicate essential information to office associates Client Advisor - Seasonal Tiffany & Co. ... - Jun 14

Colorado Springs, CO
... P E R I E N C E Managing Director of Sales & Marketing and Financial Services 08/24 – Present Garrett Alliance Group, LLC – ... Senior Sales Professional, Career Services and Enrollment Advisor 01/17 - 08/24 TNG Enterprises, LLC – Remote • Served as ... - Jun 13

Cleveland, OH
... Financial Services Cloud (FSC) Engineer PNC Bank September 2025 - April 2026, Cleveland, OH • Engineered custom Salesforce Financial Services Cloud (FSC) solutions by designing complex Household and Relationship data models, improving advisor ... - Jun 13