Allen, TX
... Advisor 06/2012 – 08/2018 ● Organized and led informational sessions to educate clients and potential clients about insurance benefits and options ● Conducted thorough assessments of clients' insurance requirements based on their personal and financial ...
- Jun 30
Montebello, CA
... in financial services and over 20 years of experience delivering top-tier client support, both in-person and remotely. ... Customer Support & Lending Advisor Guild Mortgage – Whittier, CA March 2000 – August 2010 Served as the primary contact for ...
- Jun 30
Natick, MA
... Professional Experience Save the Children United States, Washington, DC Senior Advisor Monitoring, Evaluation, Research and ... including programmatic and financial reporting, annual workplanning, presentation preparation, and survey development. ...
- Jun 30
Marietta, GA
Samuel DeKinder Marietta, Georgia ***** 678-***-**** **********@***.*** WWW: Bold Profile Dynamic financial leader with a ... Certifications • Registered Investment Advisor License -Series 65 Current • Currently enrolled in Pre- License training for ...
- Jun 30
Nairobi, Nairobi County, Kenya
... WORK EXPERIENCE KCB Bank / Sanlam Life Insurance - Financial Advisor January 2024 - March 2025 • Coordinated documentation for client onboarding, account updates, and insurance claims. • Scheduled meetings and maintained client records across ...
- Jun 30
San Diego, CA
... 2016-2025-Independent Insurance Advisor Worked with numerous insurance companies as an IMO (Independent Marketing ... Analyzed financial data to ensure that there was a match between the borrower and lender. The effectiveness of my in home ...
- Jun 30
Chaska, MN
... Billing Specialist (Remote) c 2022 - PRESENT KLS Advisor Reconcile credit card and bank statements with accuracy, identifying, and correcting discrepancies Accurately record and maintain financial transactions Create and manage client invoices ...
- Jun 29
Brooklyn, NY
... Airlines reservations, group travel, account payable and receivable and other financial and counting matters. Prepared all ... Global Ingo – Interpreter – Educational Advisor - March 2020 December 2020 *Interpreted various technical school classes in ...
- Jun 29
Inwood, WV
... Travel Advisor Bucket List Travel Planners – Remote Apr 2020 – Jul 2021 - Customized travel packages and itineraries to meet ... Over 8 years of experience in Operations, HR, and Financial Management ADDITIONAL SKILLS CRM Systems Food Handling & ...
- Jun 28
Scottsdale, AZ, 85254
... “Trusted Advisor” to stakeholders. Exceptional ability to navigate complex regulatory environments and deliver world class business, financial, and tactical outcomes under extreme pressure. On-site leader in China and Mexico (3 locations). ASQ and ...
- Jun 28