- City National Bank (Houston, TX)
- …Introduce these professional advisors to the CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process (Galaxy Software). ... Assist the Senior Investment Consultant in developing a network of potential prospects, maintain...a network of potential prospects, maintain referral sources, learn sales techniques and provide full support to close and… more
- IBM (Cambridge, MA)
- …Ledger, Accounts Payables, Accounts Receivables, Expenses, Cash Management, Fixed Assets) Pre- sales / Sales * Facilitate initial discovery calls - assess and ... Oracle Cloud Financials to prospective customers * Stay current with all service offerings - cross application, cross-geography * Stay current with Oracle products… more
- ADP (CA)
- …Sales Associates and studying client plan specifications. + Ed Specialists acts as consultant to FA /Client in confirming and determining the meeting needs . + ... by our **CORE** values: **Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social… more