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Online Resumes with "Personal Financial "



Personal Financial Advisor - 10 Years of Experience - Near 10017

Client-Focused Excellence Project Management Audit Assistance Reconciliation Analysis & Reporting Daily Fund Monitoring & Review Transaction Processing Total Return Calculations & Distributions Strict Regulatory Compliance Financial Statement Preparation Financial Reporting & Filings Audit Facilitation & Paperwork AML Expertise & Violation Detection Shareholder Communications Team Building & Leadership

Tags for this Online Resume: Management, Policy Development, Cost Control, Forecast, Purchasing, Recruiting, Statistics, Accenture FOUNDATION, Aml (Macro Lang), Audit

Featured Profile

Personal Financial Advisor

To be able to help guide a company through financial analysis, sales and guidance per my professional experience and knowledge. I have had great success owning and operating a financial consulting business, raising significant funds for several non for profits and working closely with government officials in order to advocate for others.

Tags for this Online Resume: Financial

Personal Financial Advisor - 21 Years of Experience

Personal Financial Advisor - 11 Years of Experience - Near 11234

Demonstrated the ability to complete tasks accurately despite interruptions and competing demands.

Tags for this Online Resume: Management, Account Management, Business Development, Cold Calling, Documentation, Networking, Sales, Sales Executive, Security, Team Lead

Personal Financial Advisor

Ideal Companies: Charles Schwab, RBC Wealth Management, Merrill Lynch

Tags for this Online Resume: Assessments, Therapy, Advertising, Email, Marketing Management, Computer Aided Software Engineering, Management, Trauma, Attention to Detail, Communications

Personal Financial Advisor - 10 Years of Experience - Near 68106

Tags for this Online Resume: Capital markets, Cash Management, Commercial Loans, Deposits, Documentation, Financial, Financial Statements, Management, Underwriting

Personal Financial Advisor

Tags for this Online Resume: Book of business, Cash Flow, Cash Management, Financial, Financial Statements, High Net Worth, Management, Planning, Retirement planning, Settlements

Personal Financial Advisor - 20 Years of Experience - Near 77449

Over 16 Years- Experience in the Financial Service Industry To obtain a challenging position within a service oriented organization that will allow me the opportunity to fully utilize my administrative and communication skills with the potential for growth, advancements and achievements.

Ideal Companies: Frost Bank, Origins bank, Federal credit unions, Frost Bank, Amazon, Geico Ins

Tags for this Online Resume: Bilingual, Financial, Filing, Financial Aid, Administrative Assistant, Business Intelligence, Data Entry, English Language, Microsoft, Microsoft Access

Personal Financial Advisor

Personal Financial Advisor - 20 Years of Experience - Near 77406

Tags for this Online Resume: Manufacturing, Training, Audit, Billing, Marketing Management, Collection, Collection Policies, Planning, Quality, Accounting

Personal Financial Advisor

Tags for this Online Resume: Accounting, Business Management, Management, Project Management, Property Management, Real Estate, Sales, Sourcing, Vendor Management, Cost Control

Personal Financial Advisor

Ideal Companies: Amazon

Tags for this Online Resume: Financial, Financial Systems, Architect, Oracle, Program Manager, Management, Business Management, SAP, Accounting, Asset Management