financial planning Search Results
Filters
Carlos Portobanco
Highly Accomplished Hospitality Leader who makes decisions to reflect positively on multimillion-dollar, multi-site operations in alignment with a com... View More
Top Skills
Jacob Stoflet
Enthusiastic professional with nine years of experience as a Financial Advisor including seven years of experience as an Edward Jones Financial Adviso... View More
Top Skills
ELSIE ORTIZ
Professional Project Management Specialist with experience working with teams to accomplish short- and long-term project goals. Managed budgets and mo... View More
Top Skills
Certifications
- Florida Real Estate Sales Associate - Licensed 2008
- Notary - Commissioned 2021
- OHSA 10
Richard Gravely 3rd
I am currently looking for a full time position in an environment that offers a greater challenge, increased benefits for my family and the opportunit... View More
Top Skills
Mauricio Gonzalez
Dynamic Insurance Broker with a proven track record at Marbella G Insurance Services, excelling in client relations and policy analysis. Skilled in le... View More
Top Skills
Certifications
- Licensed Producer- Life Insurance
- Licensed Producer- Health Insurance
- Licensed Producer - Pace
Laurie Angela Marsh
Laurie Marsh is a skilled professional with a strong background in project management, data analysis and operations management. She is well-versed in ... View More
Top Skills
Certifications
- Python Basic and Advanced Professional Certificate
- PRINCE2 Project Management Certificate
- SAP Technology Consultant Professional Certificate
Juan L Avila
Financial Service Professional since 2018 in Florida and other states. Dynamic Financial Services Professional with extensive experience, specializing... View More
Top Skills
Certifications
- Life
- Health
- 2 - 20
Michael Moen
A high achiever, results-driven, creative, versatile, and well-rounded senior executive with 20 years of experience in business sales development, str... View More
Top Skills
Certifications
- Series 7
- Series 63
- Series 65
Kaushik Chakrabartty, FCCA
Astute Business Operations Manager focused on supporting cross-functional teams to increase profitability and organizational efficiency through SMART ... View More





