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Lewis Center, OH
... • Contributed to the monthly Investment Test Forum, engaging in discussions, and providing updates and issue resolution as required. • Proficient in ServiceNow to create RFC (Request for Change) for production implementation and database changes. • ...
- 2023 Mar 21
Columbus, OH
... Support decisions affecting operation activities, capital investment, and profitability objectives. Engage in developing and improving standardized processes surrounding budgeting, forecasting. Perform special studies, analysis, investigations, and ...
- 2023 Feb 10
Columbus, OH
... Liaison between Company and Investment Community. Position involved extensive involvement with S.E.C. laws and regulations. Education B.B.A. degree in Accounting City College of New York - New York, NY Professional Designation in Management ...
- 2023 Feb 04
Columbus, OH
... Fifth Third Bank – Toledo, OH High Net Worth Insurance Specialist (Private Client Group) 2005 – 2007 Consistently achieved “top tier” in sales (in 2007 received top sales award in insurance sales) Identified clients’ investment and insurance needs ...
- 2022 Dec 20
Columbus, OH
... ●Effectively managed the road data bank and programming of road investment and maintenance works. Analyzed data for accuracy and published reports that drove decision-making processes. Additional Experience Site Transport Engineer, Department of ...
- 2022 Dec 13
Blacklick, OH
... previously performed by the Chase Investment Services Corporation accounting team. • Managing projects such as: Brokerage functions from Retail IT to PWM IT, RCP to GLRS conversion, UCOA non-strategic account opening/closing/remapping for 100+ ...
- 2022 Nov 16
Columbus, OH
... Small Business Investment Companies Associate Deputy Administrator for Capital Access United States Small Business Administration 409 Third Street, S.W., Suite 8200 Washington, DC 20416 5 7. Brokers and Dealers Securities and Exchange Commission 100 ...
- 2022 Nov 09
Galena, OH
... Urbana-Champaign, IL Master of Business Administration, Concentrations in Real Estate Development & Investment and Operations Management Bachelor of Science, Civil Engineering REGISTRATIONS: Professional Engineer Intern, License No. 006*-******
- 2022 Oct 10
Columbus, OH
... JPMorgan, N.A., Columbus, OH Investment Servicing Specialist, May - August 2019 Managed workflow of new business submitted by Financial Advisors, reviewed applications, requested corrections, coordinated approvals from internal controls, transferred ...
- 2022 Sep 27
Dublin, OH
... • Experienced in CDD (Customer Due Diligence) / EDD (Enhanced Due Diligence) / Transaction monitoring of Institutional Client for Investment Bank, including periodic review / KYC refresh. • Excellent understanding of AML/KYC terminologies. • ...
- 2022 Sep 08