Dover, PA
Jerry Figard I am self motivated, high integrity, hard-working, well organized, flexible, safety first individual with high work ethic and a wealth of experience in team oriented, and individual accomplishments in restaurants, factories and ...
- Jun 19
Phoenix, AZ
... from previous fiscal years Processed and uploaded W-9 forms into the system Bank of America / Merrill Lynch, Chandler, AZ Jan 2016 – Apr 2016 Contractor – Tax Team (Seasonal Position) Provided “white glove service” for Merrill Lynch Wealth Mgmt. ...
- Jun 18
Olney, MD
... Saul Co./Chevy Chase Trust is a privately owned, independent investment management firm headquartered in the Washington, DC, metropolitan area that provides investment management, estate and financial planning, fiduciary, trust, and family wealth ...
- Jun 18
Dallas, TX, 75225
... Furthermore, I possess a wealth of knowledge related to SDLC and exhibit prowess in agile and waterfall methodologies. I am highly adept at consuming RESTful/SOAP services to integrate with other systems. Lastly, I have experience in developing ...
- Jun 18
Essex, MD
... World Financial Group P/T Financial Services Professional May 2016 - Jun 2019 Educated customers on wealth-building techniques and delivered customized financial solutions tailored to individual client needs. Conducted in-depth consultations to ...
- Jun 18
Irving, TX
... It helps clients to achieve their Corporate financial goals by offering portfolio management, Corporate financial advisory and wealth management services. Responsibilities Conduct detailed analysis on stakeholder management to regulate Corporate ...
- Jun 18
Scarborough, ON, Canada
... of funds Portfolio Administrator Toronto Dominion Bank 2005-2006 -Oversea and managed clients accounts -Coordinated with wealth management -Handled TD Asset Management account -Input trades and give instructions for settlement Vault/Ledger ...
- Jun 17
Arlington, TX
SHARLENE WALKER 316-***-**** / ad6irl@r.postjobfree.com / 2011 N Meadow Way Circle Arlington, TX 76015 https://www.linkedin.com/in/sharlene-walker-a0ba87b/ IT Business ANALYST A seasoned IT Business Analyst professional with a wealth of experience ...
- Jun 17
Sarasota, FL
... PowerPoint, Indesign, Photoshop, Wordpress, GetResponse, Constant Contact, and Adobe Acrobat Work Experience FourThought Private Wealth, Venice, FL April 2023-May 2024 Marketing Project Manager FourThought Private Wealth is an independent Registered ...
- Jun 17
Libertyville, IL
... UBS Northbrook, Illinois Wealth Management Intern June 2019 - August 2019 ● Researched and identified potential investment opportunities which were presented to UBS wealth managers in a daily financial memorandum. ● Assisted financial advisors and ...
- Jun 17