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

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Resume alert Resumes 1 - 10 of 670

Work Home, customer service, medical, and administrative duties

Columbus, OH
... ●Requested, obtained, and documented all prior authorizations approvals or denials, appropriately and in a timely manner using EPIC and Advisory Board. ●Verified patient insurance coverage, benefits, and eligibility. ●Maintained and updated internal ... - Sep 03

Intervention Specialist School District

Columbus, OH
... ● Implemented SMART chart student tracking with each of my students to support their achievement of academic and behavioral goals ● Served as Student Council Advisor and organized several fund drives, including the Haiti Relief Fund Drive, Pennies ... - Aug 29

Data Center It Manager

New Albany, OH
... Core Responsibilities: Provided strategic advisory and hands-on support for data center upgrades, OSP/ISP expansions, cybersecurity remediation, and wireless infrastructure. Led technical program management for multi-site rollouts, ensuring ... - Aug 25

Customer Service A P

Columbus, OH
... for quotes Insure fairness in bidding process Manage assets inventory Project departmental procurement cost & budget Act as advisor for procurement procedures Maintain good relationships with suppliers Prepare payment vouchers/verified invoices ... - Aug 24

Data Entry Quality Assurance

Hilliard, OH
Jed Swift Data Entry Roles *************@*****.*** • 614-***-**** Columbus, Ohio Detail-oriented Data Entry and Documentation Specialist with 10+ years of experience across healthcare, banking, and wealth management sectors. Track record of ... - Aug 20

Data Center Security Officer

Columbus, OH
... BNY Melon Wealth Management- Hilliard, Ohio July 2015-March 2019 ●Employed as a Bank Security Officer. ●Monitored bank premises to detect potential threats, ensuring the safety and security of staff, customers, and assets. ●Inspected and maintained ... - Aug 15

Business Development Field Service

Columbus, OH
... EPA ACTIVITIES: Acid Rain Advisory Committee for the EPA Clean Air Act. Stakeholders for the EPA’s Compliance Assurance Monitoring Committee Credible Evidence Committee IRRC Committee. I was on EPA committee’s writing 40 cfr parts 60 and 75 laws. ... - Aug 04

United States Project Controls

New Albany, OH
... Columbia Program and Portfolio Management Consultant Public Sector Project Planning and Scheduling Lead Senior Associate, Advisory Group Line of Service for the Washington Federal Practice (WFP) 1401 New York Avenue NW Suite 600 Washington, District ... - Jul 30

Administrative Assistant Ii

Columbus, OH
... Operations Analyst New Albany, Ohio November 2024 – March 2025 Facilitated daily CAB (Change Advisory Board) meetings for collaborative Change discussions. Oversaw Major Incident (P1 & P2) processes to minimize downtime and restore systems / ... - Jul 27

Call Center Customer Service

Columbus, OH
... SCHWAB & COMPANY Investment Specialist – Plano, TX 9/1995-6/1999 and, Charlotte, NC 6/1999-1/2000 Responsible for building customer relationships, sales of stocks, bonds, options and mutual funds using asset allocation, estate planning and wealth ... - Jul 26
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