Coppell, TX
... TPAs, and advisor firms. Created distribution partnership for RIA’s, Retirement Plan Recordkeepers and Wealth Management Firms Served on the Retirement Board of a national retirement plan recordkeeper. Created first-to-market Financial Wellness ...
- Jun 21
Denver, CO
... Written both non-fiction, fiction and multitude of Financial an Entrepreneurial articles. Currently writing a book for women in finance. SENIOR FINANICAL ADVISOR/PLANNER • VALIC FINANCIAL • 02/13- 10/22 Lead a team of approximately 10 advisors and ...
- Jun 21
Chesapeake, VA
EXECUTIVE SUMMARY Executive level financial advisor to the CEO and Senior Management with experience serving in the capacity of Chief Accounting Officer. A healthcare (acute and long-term care) professional (Fortune 500) that has a diversity of ...
- Jun 21
Florence, SC
... Offering strong expertise in accounting and financial reporting, billing, forecasting and budgets. High level ability to ... new collection strategies to minimize over 45 days outstanding balances ALASKA CAREER COLLEGE FA Advisor/Education Asst. ...
- Jun 21
Emlanjeni, KwaZulu-Natal, 4359, South Africa
... Principal Contact Number : 035-***-**** TERTIARY QUALIFICATION Name of Institution : Umfolozi College (Richtek) Course : Financial Manage Year : 2008-2009 N4 : Introduction to Computer Practise :Financial Accounting Entrepreneurship and Business ...
- Jun 21
Barangay 1, 9000, Philippines
... and Slides Peachtree, SAP B1, QuickBooks Online, & Xero Advisor Certified, Zoho System SAP R3 & Softrack Payroll, KeyPay ... Preparation of monthly financial reports to the top management. Communicate with the CEO and top management in a timely ...
- Jun 21
Shenandoah, PA, 17976
... Reviewed systems in place to manage internal controls of all financial activities and contributed strategic planning as high-level partner and advisor to President, Senior Vice President, and Board of Directors. Established company culture, vision, ...
- Jun 21
Peoria, IL
... Willing to relocate: Anywhere Authorized to work in the US for any employer Work Experience Preventative Healthcare Advisor ... Including teaching computer literacy, resume building, mock job interviews, and basic financial literacy. As a facilitator, ...
- Jun 20
Overland Park, KS
... Financial Advisor Larson Financial Services, Inc., Overland Park, Kansas EXPERIENCE January 2007 - Present January 1994 - Present • Educated clients on the various investment options available to them. Advised clients on investment strategies that ...
- Jun 20
San Jose, CA
... Account Management & Client Relations ● Budget Management & Financial Planning ● Product Launch & Distribution Strategies ● ... COORDINATOR 01/2000 to 01/2003 McDonald's - Nicaragua SALES ADVISOR 01/1996 to 01/2000 Brahma-Ambev / Brazil - Brazil OTHER ...
- Jun 20