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Advisor or Advisors or Wealth resumes in Columbus, OH, 43215

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Customer Service Team Manager

Dublin, OH
... The process comprises review of requests submitted and approving the same or coaching the advisors and supervisors on preset guidelines. I had been involved in extending ideas in automating the process and hence mitigate bad demand inventory. • ... - Apr 16

Customer Service Health Care

Columbus, OH
... and closing strategies, notable increasing new employee performance ● Provided sound financial, insurance and wealth-management services to protect and grow client assets ● Achieved new insurance business production goals and objectives ... - Apr 15

Project Management Manager

Columbus, OH
... Services (3/25/2019 – 5/7/2020) FIRM: Objectwin Technology, Inc – IT Project Manager Advisor – Dublin, OH Successfully executed multiple Waterfall/Agile hybrid projects, fostering strong working relationships with project teams and management. ... - Apr 15

Customer Service Support Specialist

Columbus, OH
... Work Experience Morgan Stanley - (529 & Mutual Fund Support Specialist) Columbus, OH-December 2022 to October 2023 • Assisted Financial Advisor, Brand Management and Customer service associates with any 529 or mutual fund-related issues. • Assisted ... - Apr 15

Administrative Support Mortgage Loan

Columbus, OH
... JP Morgan Chase, Columbus, OH Business and Commercial Underwriter January 2015 - June 2019 Global Wealth Management Department Reviewed and analyzed Unsecured and Secured Lines/Loans for Law Firm partners, Individual businesses, Large Corporations ... - Apr 06

Sql Server Data Analytics

Columbus, OH
... • Experience in testing and validating data, performance tuning by using execution plans, database engine tuning advisor, and SQL server profiler. • Experience in developing and analyzing dashboards in Looker and Power BI. • Strong skills in SQL, ... - Apr 01

Project Manager Digital Marketing

Reynoldsburg, OH
... Work with business advisor to implement appropriate instruments for financial literacy and competency for economic growth. Developing an affiliation with community leaders and entities involved with at risk adolescents involved in crime. Kitchen ... - Mar 27

Nurse Practitioner Mental Health

Columbus, OH
... Columbus, Ohio March 2009 Master of Science in Pathology Systems and Integrative Biology Fellow, June 2005 to June 2008 Advisor: Kun Huang Otterbein College, Westerville, Ohio June 2003 Bachelor of Arts in Life Science, Cum Laude with Departmental ... - Mar 25

Grievance and Appeals

Columbus, OH
... Trusted advisor to clients by meeting or exceeding expectations and problem-solving. Conduct one on ones with consultants bi-weekly to ensure client’s expectations are met, address work performance, and disciplinary action if necessary. Drive the ... - Mar 18

Information Security It

Columbus, OH
... TCS (CITIGROUP) – Cincinnati, OH 08/2007 – 06/2009 Lead Information Security Analyst/SOX Compliance Advisor Responsibilities: Performed incident identification and management as a member of the Security Event Monitoring Team. Documented procedures ... - Mar 16
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