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Discover verified Advisor professionals ready to help your business grow.

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Master Tax Advisor
HR Block
Charleston Southern University
Castroville, Texas

Detail-oriented tax strategist known for developing innovative tax strategies and ensuring compliance with IRS regulations. Experienced in guiding clients through complex tax scenarios, driving improved financial outcomes.

TOP SKILLS

Tax preparationTax complianceTax strategyTaxation managementFinancial reporting
Technical AdvisorChemical Process OperatorProduction Operator
Dow Performance SiliconesDow Corning
Central Michigan University
Midland, MI

Results-driven Technical Advisor with expertise in training, mentoring, and technical operations management. Proven ability to drive process improvements, enhance team performance, and deliver innovative solutions in chemical processing.

TOP SKILLS

Training and mentoringTechnical operations managementNetwork administrationMechanical aptitudeTeamwork
Service AdvisorEngineering Technician IIProduct Support Specialist
John Vance MotorsParsons CorporationsAutoquip Corporation
Southwestern Oklahoma State University
Guthrie, OK

Results-driven problem solver with a strong work ethic and adaptability. Skilled in customer relationship management, service scheduling, and data processing. Eager to leverage expertise to drive operational efficiency and enhance client engagement.

TOP SKILLS

Customer serviceComputer skillsMultitasking and organizationProblem solvingCommunication
Financial AdvisorHVAC Outside Sales Representative
Penn Mutual/Horner, Townsend & KentLane Associates
Molloy College
Portland

Dynamic salesperson specializing in prospecting, networking, and customer relationship management. Proven ability in problem-solving and negotiation, resulting in high client satisfaction and loyalty. Expertise in fostering trust and delivering tailored solutions to meet client needs.

TOP SKILLS

Sales negotiationBusiness developmentClient educationRelationship managementCustomer service excellence
HVAC Comfort AdvisorProduction ManagerHVAC TechnicianHandyman OwnerHVAC TechnicianHVAC TechnicianHVAC TechnicianHVAC TechnicianHVAC Installer
Sunshine ServicesLickety SplitAmerican Maid Handyman LLCGriffin Home ServicesArctic Breeze AirClimate Masters Heating & Air Conditioning Inc.First Class HVACPowell HVAC
NEFBASt. Augustine High School
Palatka, FL

Experienced with client consultations and recommending HVAC solutions tailored to individual needs. Utilizes strong communication and problem-solving skills to ensure client satisfaction and effective issue resolution. Knowledge of HVAC systems and customer service principles, ensuring optimal home comfort recommendations.

TOP SKILLS

Unit troubleshootingClient needs assessmentHvac system designVentilation systemsPipe fitting
Service Advisor /Business OwnerAutomotive Retailer / OwnerFinance ManagerFinance ManagerAccount Manager
Complete Auto & ExhaustCarter Auto Plaza St PetersBommarito Auto GroupPaul Cerame Auto GroupAT&T
Lindenwood University
Wildwood, MO

Dynamic service advisor with a proven track record of increasing sales from $860,000 to $1,750,000. Expertise in customer service, sales negotiations, and problem-solving, driving exceptional client relationships and operational efficiency.

TOP SKILLS

Communicate with people to find out their needs and wantsFind a solution and presentAsk for the saleSales negotiationsFollow through and follow up
System Integration Senior AdvisorSenior System AdministratorLead AdministratorSenior Systems Engineer / LeadSenior Systems Engineer / Lead
Teksynap - Contracted to the Dept of the InteriorNTT DATA ServicesHCLOchsner HealthNorthrop Grumman
Tulane University
Metairie, LA

Senior Consultant Project Leader with extensive Information Technology experience overseeing maintenance and administration of Windows servers and services across multiple versions. Managed a team of over 20 technicians, delivering effective desktop support and enhancing operational efficiency.

TOP SKILLS

Windows server managementVirtualization managementSql server administration serverMicrosoft sccmF5 load balancer
Investment AdvisorWealth Manager
Canterbury Investment AdvisorsAbele Financial Group
Pitsburg Schoold of Finduciary StudiesThe University of Alabama
Birmingham, AL

Client-focused Investment Advisor specializing in wealth management and financial planning. Develops customized strategies based on client needs and risk tolerance to enhance asset growth and meet financial goals. Builds strong relationships through effective communication, fostering trust and engagement. Continuously adapts to market trends to deliver informed financial guidance.

TOP SKILLS

- risk assessment- client relationship management- personalized financial planning- strategic planning- critical thinking- verbal communication- comprehensive estate strategy- diversified investment strategies- problem-solving skills- investment performance analysis- performance attribution- investment philosophy- asset allocation- retirement planning- fund selectionClient educationStrategic planningCritical thinkingProblem-solving skills
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