| Distance: | Resume alert | Resumes 1 - 10 of 40274 |
CFP Candidate - Financial Planning & Client Support
Sacramento, CA
... Planner Intern Jan 2025 – May 2025 Dedicated Wealth Partners — Remote • Supported senior advisors across 2–3 client financial plans, gathering and analyzing client data and preparing planning materials and presentations for tailored recommendations. ... - Jul 27
... Planner Intern Jan 2025 – May 2025 Dedicated Wealth Partners — Remote • Supported senior advisors across 2–3 client financial plans, gathering and analyzing client data and preparing planning materials and presentations for tailored recommendations. ... - Jul 27
Portfolio, Program, Project Manager, Scrum Master, RTE
Charlotte, NC
... Skills Jira, Smartsheet, Microsoft Project, Planner, Targetprocess, ServiceNow PPM, Azure DevOps, Excel, PowerPoint, Power BI, Agile Methodologies (SAFe, Scrum, Scrum@Scale, Kanban), SDLC (C, SQL, UNIX Shell scripting, Visual Basic 5 programming ... - Jul 27
... Skills Jira, Smartsheet, Microsoft Project, Planner, Targetprocess, ServiceNow PPM, Azure DevOps, Excel, PowerPoint, Power BI, Agile Methodologies (SAFe, Scrum, Scrum@Scale, Kanban), SDLC (C, SQL, UNIX Shell scripting, Visual Basic 5 programming ... - Jul 27
FP&A Analyst
Aubrey, TX
... Education University of California, Irvine Personal Financial Planner Program (CFP Exam Preparation Coursework) – In Progress California State Polytechnic University, Pomona Bachelor of Science in Business Administration, Finance Professional ... - Jul 27
... Education University of California, Irvine Personal Financial Planner Program (CFP Exam Preparation Coursework) – In Progress California State Polytechnic University, Pomona Bachelor of Science in Business Administration, Finance Professional ... - Jul 27
Director of Sales & Private Events
Rancho Cucamonga, CA
... • Oversaw food and beverage inventory and budget control EDUCATION • BYU 1977 PERSONAL ACTIVITIES • Passionate Wedding Planner for Friends and Family • Enjoy the game of golf not only because it’s a challenging sport, but it also teaches me patience ... - Jul 27
... • Oversaw food and beverage inventory and budget control EDUCATION • BYU 1977 PERSONAL ACTIVITIES • Passionate Wedding Planner for Friends and Family • Enjoy the game of golf not only because it’s a challenging sport, but it also teaches me patience ... - Jul 27
South Africa-Based Real Estate Administration
Howick, KwaZulu-Natal, South Africa
... MAHADAVE ADMINISTRATION PROFESSIONAL WORK EXPERIENCE CONTINUED April 2022- October 2022 (contract) Deloitte ME-Dubai-UAE Resource Planner Planning of resources within Audit-onshore & offshore Relationship Management-all levels of staff including key ... - Jul 27
... MAHADAVE ADMINISTRATION PROFESSIONAL WORK EXPERIENCE CONTINUED April 2022- October 2022 (contract) Deloitte ME-Dubai-UAE Resource Planner Planning of resources within Audit-onshore & offshore Relationship Management-all levels of staff including key ... - Jul 27
Regulatory-Compliant Financial Planning and CFO Candidate
Sikeston, MO
PROFESSIONAL SUMMARY SKILLS EXPERIENCE DANNA ATCHLEY VARIOUS 573-***-**** ************@*****.*** Sikeston, MO 63801 Strategic financial planner with extensive experience in regulatory compliance, cost reduction strategies, and financial process ... - Jul 26
PROFESSIONAL SUMMARY SKILLS EXPERIENCE DANNA ATCHLEY VARIOUS 573-***-**** ************@*****.*** Sikeston, MO 63801 Strategic financial planner with extensive experience in regulatory compliance, cost reduction strategies, and financial process ... - Jul 26
Medicare Service Advocate & Customer Support Coach
Houston, TX
... member satisfaction scores by ~20% through empathetic engagement Customer Experience Specialist Hotel Planner, Houston, Texas 01/2020 – 07/2025 ● Handled inbound calls and email inquiries from customers, delivering timely and accurate responses. ... - Jul 26
... member satisfaction scores by ~20% through empathetic engagement Customer Experience Specialist Hotel Planner, Houston, Texas 01/2020 – 07/2025 ● Handled inbound calls and email inquiries from customers, delivering timely and accurate responses. ... - Jul 26
IT Business Systems Analyst & Delivery
Cleveland, OH
... Applications: Jira, Confluence, SQL, Liquid Planner and Teams, and MS Project Dealer Tire – Business Analyst, Information Solutions 10/2018 – 3/2019 Served as a project lead and liaison between business units and IT web development teams, ... - Jul 25
... Applications: Jira, Confluence, SQL, Liquid Planner and Teams, and MS Project Dealer Tire – Business Analyst, Information Solutions 10/2018 – 3/2019 Served as a project lead and liaison between business units and IT web development teams, ... - Jul 25
Program Manager & Event Planning Leader
Harrisburg, PA
DAISY PAGÁN Dedicated Program Manager and Event Planner with over 26 years of experience in social justice advocacy, program management, event planning, and public policy. Proven ability to lead teams, manage budgets, and execute successful events. ... - Jul 24
DAISY PAGÁN Dedicated Program Manager and Event Planner with over 26 years of experience in social justice advocacy, program management, event planning, and public policy. Proven ability to lead teams, manage budgets, and execute successful events. ... - Jul 24
Medical Assistant & Insurance Sales Professional
Chapel Hill, NC
... 2020 HIPPA Compliance Patient Scheduling Medical Terminology EMR/EHR Holistic Retirement Planner Financial Advisor SKILLS Expert Expert Expert Expert Expert Expert Clerical Administration Expert English LANGUAGES - Jul 24
... 2020 HIPPA Compliance Patient Scheduling Medical Terminology EMR/EHR Holistic Retirement Planner Financial Advisor SKILLS Expert Expert Expert Expert Expert Expert Clerical Administration Expert English LANGUAGES - Jul 24