asset allocation Search Results
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Results-driven investment professional with proven skills in portfolio management, tax planning, and regulatory compliance. Adept at developing tailor... View More
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Certifications
- * Series 7 Financial Services Certification
- * Series 66 Financial Services Certification
- * Health and Universal Life Insurance Certification
Dedicated and detail-oriented recent graduate with over 13 years of experience in healthcare and patient financial services, specializing in ICD-10 an... View More
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- Real Estate Pre-Licensing May 2022 to Present
- HIPAA November 2013 to Present
- Driver's License
Performance-driven, insightful Training Professional with a proven ability to achieve and exceed all business-development and educational standards in... View More
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Certifications
- Ohio Life & Health Licensed
- Certified Retirement Counselor
Highly organized and detail-oriented Facility Manager bringing nearly 10 years of experience in providing leadership to trade partners and corporate m... View More
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Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills.... View More
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Certifications
- Forklift Certified
- Ohio Security Guard Card
- Emergency Medical Responder
Highly motivated finance professional with a strong attention to detail, seeking to utilize expertise in financial analysis and problem-solving skills... View More
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Certifications
- Certificate in Accounting, Cuyahoga Community College —2021
- Certificate in Payroll, Cuyahoga Community College —2021
- Certificate in Bookkeeping, Cuyahoga Community College —2021
Experienced healthcare professional with over 10 years in dialysis care, including roles as Home Therapy Biomedical Technician, Licensed Float Patient... View More
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Accomplished wealth professional with more than 20 years in serving clients and institutions with AUM relationships from $1MM to $30MM in size. Broad ... View More
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Certifications
- Certificate of Achievement, Dale Carnegie Course: Skills for Success. November 2023Investment Management Theory & Practice, Yale School of Management- Executive Education. August 2019 Certified Investment Managed Analyst, CIMA. December 2019
Accomplished FBI professional with extensive supervisory and program management experience. Led personnel in prioritizing tasks, optimizing resources,... View More
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Certifications
- FBI: AMS Systems; UAMS; Government Purchase Card; Government Travel Card; HVAC; Equipment Instruction., military basic leadership course, military advanced leadership course, virtual academy leadership training (military/bureau), Vehicle Recovery Instructor; Military Maintenance Instructor; Military Equipment Coordinator/Instructor.
Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and... View More