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Columbus, OH
... Care - Columbus, OH April 2003 to May 2006 Customer service Scheduling appointments Confirming appointments Faxing Copying Receiving payments Organizing and pulling medical records Data entry Investment/ portfolio management Mail Room Clerk U.S. ...
- 2023 Aug 01
Westerville, OH
... relationships with clients 2/2 ● Liaison of referrals for estate management, financial planning advisory, retirement & investment planning EDUCATION University of Cincinnati, Cincinnati, Ohio - BBS, Marketing/Management Capital Law School, Bexley, ...
- 2023 Jul 25
Columbus, OH, 43215
... Establishes and maintain electronic and hard copy files for each grant-fund project to be used for program monitoring and funding requirements. Tracks program participant expenditures, ensuring proper documentation to support program expenditure. ...
- 2023 Jul 13
Columbus, OH
... MDA Charity Events - Volunteer Annually (fund raisers, summer camp, telethon) We Make Design and Construction Easy From Start to Finish Three Decades of construction industry services Ohio Architect # ARC OH0413576 Past Building Inspector-intrum. ...
- 2023 Jul 04
Columbus, OH
... • Jan 2005 - Sep 2010 Assistant Accountant: Creditor Namibia Post Ltd - Windhoek, Namibia Reconciled company accounts for credit cards, employee expenses, and commissions. • Monitored status of accounts receivable and payable to facilitate prompt ...
- 2023 Jul 02
Columbus, OH
... **** *** ·Columbus, OH 614-***-**** Email · adxxsb@r.postjobfree.com · EXPERIENCE JUNE 2022- CURRENT JPM CHASE ASSET MANAGEMENT JPMORGAN CHASE Assist shareholders and financial advisers in regards to their 529 plan or mutual fund accounts held here. ...
- 2023 Jun 26
Dublin, OH
... Creating new legal entities to support the separation of Colorado and Nevada for the premium tax credit ROI (Return on Investment) Technology Used COBOL, JCL, IMS DB, DB2, SQL, ENDEVOR Responsibilities As a team member, I was responsible for ...
- 2023 Jun 21
Columbus, OH
... ‘© Responsible for all operations and services provided by bank facility to increase sales and investment opportunities. Responsible for all cash shipments and deliveries. “Market all Huntington products to customers for awareness. Assist in ...
- 2023 Jun 14
Dublin, OH
... Rowe Price's investment management capabilities. The project involved migrating T. Rowe Price existing “On Demand reporting” portal from MicroStrategy to Power BI and Tibco WebFOCUS. Worked with the T. Rowe Price team to understand the architecture ...
- 2023 Jun 13
Columbus, OH
... Fund Raiser Coordinator Zakayla Foundation - Seattle, WA August 2015 to Present I contact various organizations and talk to them about helping out Homeless veterans, organize fund raisers events I also handle financial distribution of funds. ...
- 2023 Jun 13