- Atria Wealth Solutions (Dublin, CA)
- …objectives of the Credit Union. + Develop and coordinate marketing and advertising strategy that aligns with the operating plan. + Supervise and coordinate the ... preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in preparing annual operating budget and monitor revenue and expenditures. + Assist in planning, implementing, and evaluating a business… more