- Raymond James Financial, Inc. (Timonium, MD)
- …utilizing Client Relationship Management (CRM) software. * Assists Financial Advisors with marketing efforts including seminars and other client-facing events . * ... Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Series 63_AG - Agent - Financial Industry Regulatory Authority (FINRA), Series 7_GS - Gen Sec… more
- AbbVie (Mettawa, IL)
- …of exempt personnel in fast-paced, service/team environment. + Highly motivated change agent that can drive business-focused solutions. + Experience with a wide ... array of media including print, video, online, events /displays. + Proficient with design applications including In Design, Photoshop, Illustrator and PowerPoint as… more
- Scholastic (New York, NY)
- …exploitation across all divisions of the company; Trade, Scholastic Reading Events , and Scholastic Entertainment. RESPONSIBILITIES Acquire and develop picture books ... strong relationships with authors, illustrators and literary agents Collaborate with marketing , sales, and design teams to optimize publishing success Responsible… more
- DOCTORS HEALTHCARE PLANS, INC. (Coral Gables, FL)
- …and unappoint agents as needed + Update expired documents monthly + Create Marketing materials + Update Sales / enrollment portal + Communicate with other ... reports for gaps, rapid disenrollment rate and daily tracking or agency / agent activity. + Participate in and represent in a professional manner at broker… more
- WM (Fort Myers, FL)
- …performance, and coaching to reinforce learning. Prepares for learning events , conducts classroom management, facilitates courseware, and conducts assessments. ... job. A. Education and Experience Education: Bachelor-s Degree (accredited) in Business, Marketing , Human Resources or Education, or in lieu of degree, High School… more
- Citigroup (New York, NY)
- …Transference, Business Succession and Legacy Planning. + Work with CPWM's market segments/ marketing group as subject matter expert to develop and review client ... outstanding wealth plans and planning meetings. + Guest speaker/presenter at client events hosted by the advisors, relationship manager and the Region(s) on topics… more
- Robert Half Finance & Accounting (Woodbridge, NJ)
- …one leasing agent and manage lease renewals and coordinate resident events . + Financial Tasks: Process check scanning and financial transactions (no AR or ... temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.… more
- Central Maine Medical Center (Lewiston, ME)
- …verbal and written communication + Demonstrated effectiveness as a change agent + Demonstrated decision-making skills + Demonstrated delegation skills + Current ... staff. + Fosters interdisciplinary collaborative relationships. + Participates in marketing strategies for department/hospital as applicable. + Develops annual goals… more
- Raymond James Financial, Inc. (Lakewood Ranch, FL)
- …utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors with marketing efforts including seminars and other client-facing events . + ... Rep - Financial Industry Regulatory Authority (FINRA), s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), S65 -… more
- Robert Half Finance & Accounting (Temple, PA)
- …set strategic goals aligned with internal objectives, and serve as a change agent , promoting a culture of innovation and continuous learning. The ideal Continuous ... standards . Document best practices, SOPs, and process changes . Facilitate events , workshops, and cross-functional team meetings . Develop and maintain performance… more
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