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Wealth or Advisor or Schwab or Ocoee resumes in Columbus, OH, 43215

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Resume alert Resumes 81 - 90 of 487

Financial Reporting Human Resources

Dublin, OH
... GANS, CPA, CMA Dublin, OH ***** 614-***-**** *********@*****.*** www.linkedin.com/in/artgans CREATIVE CONTROLLER & FINANCIAL DIRECTOR Navigating Solutions for Complex Issues Analytical and results-focused advisor with extensive Controllership and ... - 2024 Mar 10

Project Manager Truck Driver

Delaware, OH
... Performance Chrysler Dodge Ram Jeep Delaware, Ohio 09/2018–01/2019 Service Advisor • Worked directly with customers to identify the service and repairs needed. • Submitted claims to several contract companies and get approval. • Ordered parts for ... - 2024 Mar 06

Accounting Specialist Financial Analyst

Columbus, OH
... Used With… Cash Applications/ Cost Analyst 3+ Univar Solutions/ Verizon Wireless Accounting Specialist 2+ Power Distributors Wealth Management 2+ Morgan Stanley Highest Level of Education BS, Financial Economics Why You Should Interview Me for This ... - 2024 Mar 04

Customer Service Representative

Gahanna, OH, 43230
... Learned how to differentiate between the different IRA’s, annuities and what paperwork was needed to assist the Financial Advisor’s with while they were in the field. Learned the company’s preferred method of answering the telephone, as well as how ... - 2024 Mar 01

Customer Service Social Media

Columbus, OH
... EXPERIENCE Wise Inc., Tampa, FL — Financial Advisor November 2021 - PRESENT ● Understand the needs of customers to resolve their issues to settle concerns and desolate incensed customers ● Communicating to customers through email, phone, and chat ... - 2024 Feb 29

Salesforce architect

Columbus, OH
... Interface with staff developing strategy as technical advisor for new functionality from Salesforce.com app exchange applications, releases, and upgrades. Perform detailed analysis Salesforce Business Analyst of business and technical requirements ... - 2024 Feb 26

Accounts Payable A P/Professional Travel Advisor

Worthington, OH, 43085
... I am a Professional Travel Advisor. I book Domestic and International travel. Vacation for families, groups, couples. Which includes hotels, flights, cruises and resorts. Whatever you need in travel I will make it happen. Key Skills A/P and A/R ... - 2024 Feb 24

Customer Service Patient Care

Columbus, OH
... House 08/2009-05/2014 Soccer Coach Taught children the fundamentals of playing soccer Stressed teamwork and personal growth American Express Financial Advisors 06/1994-08/1996 Financial Advisor Assistant • Answered client questions and concerns. ... - 2024 Feb 20

Team Lead Customer Service

Columbus, OH
... Account Manager July 2006 - Aug 2008 National City Bank Columbus, OH Ensured wealth management and product fit while meeting upselling goals and customer contentment metrics. Customer Service Team Lead Oct 2003 - March 2006 Calltech Communications ... - 2024 Feb 11

Data Analytics Science

Galloway, OH
... Led a high-impact re-architecture of the PPR system for a top global business strategy advisor, significantly improving response times through streamlined database design, SQL performance tuning, cached entity layers, and code quality enforcement. ... - 2024 Feb 06
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