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Financial Advisor resumes in Lafayette, CA

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Project Coordinator Human Resources

Oakland, CA
... Amazon Pharmacy One Medical – Virtual Customer Care Health Advisor August 2023 – Dec 2023 Assist customers and other ... Provide support project billing, invoicing and financial data analysis supporting nationwide Cisco account projects. ... - May 02

Property Manager Project Management

San Francisco, CA, 94114
... •Assisted clients in financial sustainability, mental health, and all other client needs. Property Manager Ignacio Hills ... and consistently communicated the spirit of maintaining a customer service experience for a “#1 Hotel” on Trip Advisor. ... - Apr 25

Individual Contributor Sales Leader

San Francisco, CA, 94117
... High-Tech, Financial Services and Healthcare. Expanded existing client footprints selling technology research, advisory and consulting services. Grew business in highly matrixed organizations, building relationships as a trusted advisor to CIO/CFO ... - Apr 23

Software Engineer

San Pablo, CA
... ● Advised financial client to simplify and grow $100M AUM practice to $145M and invited to share with $2B+ AUM team. ● Spearheaded building of Women in Finance group expanding existing and attracting new advisor relationships. Sales Consultant May ... - Apr 17

Life Insurance Financial Advisor

San Francisco, CA
... Center July, 2018 to January, 2020 *Monitoring and guiding Attendees to appropriate Vendor’s Booth and Meeting Rooms Financial Advisor – Exertus Financial Group February, 2017 to June, 2018 Analyzes and provided Life Insurance & Retirement Solution ... - Mar 27

Client Associate Business Administration

Las Gallinas, CA, 94903
... Provide recommendations for adjustments based on market trends and individual financial goals. Build and maintain strong client relationships, serving as a trusted advisor in all matters related to personal financial planning. Stay informed about ... - Mar 26

Software Development Quality Analyst

Oakland, CA
... N/A Phone: 408-***-**** Veronika – Lead Manufacturing Associates Email: N/A Phone: 408-***-**** Lovedeep - Financial advisor - Bank of America Email: N/A Phone: 408-***-**** Rinku - Financial advisor - Bank of America Email: N/A Phone: 650-***-**** - Mar 19

Strategic Partnerships, Investment Expertise, Project Management

San Francisco, CA
... Financial exchange marketplace and investment fund platform serving private growth companies and investors. Leadership: Manage fund portfolio of 60 direct venture and growth investments, RIA team manager (10+). Investment: Lead portfolio manager and advisor ... - Mar 12

Data Integration Inventory Management

Walnut Creek, CA
... Handle sensitive and confidential information including financial accounts and records, trusted advisor. Streamlined production of a variety of business and academic documents to increase client’s daily efficiency and operating costs. Researched and ... - Mar 09

Real Estate Business Development

Berkeley, CA
... the development of financial strategy, oversaw audits, and conducted in-depth analyses to drive organizational growth and fiscal health. Cheetah Capital, Account Executive — Boston, MA 01/23 - 06/23 Consistently ranked as the top-performing advisor, ... - Feb 29
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