financial planning Search Results
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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
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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
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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
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Certifications
- Florida Real Estate Sales Associate - Licensed 2008
- Notary - Commissioned 2021
- OHSA 10
Rawnaq Albaqir
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support... View More
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Andrew C. Ozmun
Seasoned finance leader with over 20 years of experience including healthcare finance, accounting, consulting, and internal audit. I am skilled at lea... View More
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Shantil Ferguson
Experienced with financial planning, budgeting, and analysis. Utilizes strong leadership and strategic thinking to drive financial performance. Track ... View More
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Aditya Madipadaga
Analytical professional skilled in financial planning and forecasting. Demonstrated success in utilizing data visualization tools to support informed ... View More
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Casey Mattox
Dynamic Investment Advisor Representative with The Cabana Group, specializing in fiduciary investment advice and comprehensive financial planning. Pro... View More
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Certifications
- Series 65 License, 2020
- Life, Health & Annuity License, 2017
- CFP Exam, 01/01/27
Marisol Diego
Dedicated and focused, who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a ... View More


