- HUB International (Savannah, GA)
- …as a team with the South Compliance team to develop regional initiatives, materials , and programs. + Provide guidance and assistance to service teams on compliance ... + Manage day-to-day projects individually and at the team level through project planner . Meeting personal and group deadlines set for these projects. + Understanding… more
- Truist (Atlanta, GA)
- …administrative tasks such as creating presentations, organizing meetings, assembling marketing materials , etc. + Assist with training staff on new processes, ... as FINRA licensing (Series 7, 63, 65, 24, etc.), Certified Financial Planner , Certified Public Accountant, and Certified Trust and Financial Advisor. **General… more