Financial Planners & Advisors

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  1. Vidhyasagar K.

    Vidhyasagar K.

    SQL Server MVP (Consulting & Training)

    India - Tests: 1

    VidhyaSagar is a Freelancer at SQL-Articles specializing in database consulting and training. He started SQL-Articles in the year 2007 and now SQL-Articles grown big and he settled his career path there. He specializes in SQL Server database platform which includes design, implementation,support, consulting &training. He is one of the founder for Chennai SQL Server user group where regular SQL Server sessions are conducted free for everyone. VidhyaSagar started his career as SQL Server database administrator and then he stepped into developement, modelling & BI. He is awarded as Most valuable professional from Microsoft and he is a moderator in Microsoft SQL Server forums.

    $16.67 /hr
    791 hours
    0.00
  2. Romeo A.

    Romeo A.

    Odoo/OpenERP Developer

    Philippines - Tests: 1 - Portfolio: 2

    I've been part of the Odoo / OpenERP scene since the TinyERP changed to the name OpenERP around May of 2008. There were so little documentations back then about the technicalities on development in OpenERP. As the releases became common and improvements came with large changes, I decided to focus more about coding/programming rather than functionalities or business process flows that was currently present. As I can understand more precisely a functionality more basing from the codes rather than analyzing how its used as an end user. This helps me give a more elegant support and also a more versatile, efficient and precise learning tool to research and develop other functionalities provided by OpenERP. I've been a part of the pioneer team of FS3 Consulting since it started its partnership with OpenERP(2008). I was also one of the speakers in the first OpenERP Bootcamp in the Philippines held in May 2012 made possible by the cooperation of Auberon Solutions Inc. and Eastvantage. We discussed about some out of many business solutions that OpenERP can provide. I have been an IT administrator for XRC Resources Inc. A corporation that currently specializes in commercial real estate and also owns other companies like a hotel, travel agency, pawnshop chains, fast food chain, groceries, etc .Took the job to experience working with computer hardware, network management, basically other computer related technologies that are not code/programming intensive. Also implemented OpenERP for one of the company's business.

    $8.00 /hr
    158 hours
    0.00
  3. Maria betsy pearl S.

    Maria betsy pearl S.

    Customer Service, Virtual Assistant, Sales Specialist

    Philippines - Tests: 7 - Portfolio: 2

    To provide excellent and consistent service to customers and clients with integrity and accuracy. I can communicate with any accent and can easily understand them as well. I am an experienced cold caller and virtual assistant, customer service is also part of my expertise with more than 5 years of work experience.

    $3.33 /hr
    240 hours
    0.00
  4. Sandhya Pattil

    Sandhya Pattil

    Data entry and internet research specialist with proven track record

    New Zealand - Tests: 2

    I have been in the Banking industry for four years (2004-2008) and has been a freelancer ever since. I pride myself on my reputation for following through and meeting deadlines. When I commit to doing something, I make sure it gets done, and on time. I’m a self-driven individual with great organizational skills. I specialize in administrative support and customer service. My experience includes data entry, email response handling, phone and customer service support, internet research and copy typing.

    $8.89 /hr
    214 hours
    0.00
  5. Daisy M.

    Daisy M.

    Communication and Business Specialist

    Thailand

    A career oriented individual who is keen to working in a new corporate environment and able to lead and train future business successors. To be able to travel around the world virtually to aid other citizens of the world realize their respective professional commitments and goals of personal fulfillment. To help organizations realize their sustainable profits and improve their business systems. Was a loyal employee of a European group of companies . Held various positions during the span of career life. Working life started on a middle management level until assigned to an expatriate work in different countries. Likewise, assisted to set up companies and facilities in other countries namely, Malaysia, Indonesia, Vietnam, Bangladesh and Thailand. Likewise assigned to Operations in Latin America like Venezuela and Columbia to help in process improvement. The travel around the world in 4 continents have helped in understanding people and the intricacies of human culture As a career oriented individual, with a strong objective to work for new corporate environment and move to new frontiers. Matured experience is a given but not necessarily a hindrance to creating new ideas in diverse environments to suit the ever changing world that continuously evolve. Handled general and operational management of a manufacturing facility for premium outdoor living products supplying hospitality industry Worked for a Non-Government Organization as Program Advisor responsible to review renewable energy project proposals from different countries in the Mekong region for Nordic Foreign funding/grant. Employed as Marketing Manager for a Travel and Lifestyle Magazine with circulation in Thailand, Philippines, Singapore and Malaysia. Lead cost savings projects, process improvements and income-generating initiatives. Special project manager for an island development.

    $11.11 /hr
    123 hours
    0.00
  6. Hayatt Adnan

    Hayatt Adnan

    Virtual Assistant, Social Media Marketing,Blog Writing,

    Pakistan - Tests: 5 - Portfolio: 1

    I have fantastic experience in Advertising, Search Engine Optimization (SEO), Free Classified Websites, Facebook Page Promotion, YouTube Video Promotion and other related tasks. I have fantastic control over the following activities: Search Engine Optimization. Increasing Facebook Page Likes. Increasing YouTube video Views and Likes. Posting ads in Classified Websites. Posting in Blogs and Forums. Article Writing, Spinning and Submission to Article Directories. Social Networking and Social Bookmarking. I believe my capabilities would be ideal for you. I can complete this job within the necessary period. Kindest Regards, Adnan Hayat

    $5.00 /hr
    14 hours
    0.00
  7. Mylene Javier-Gelle

    Mylene Javier-Gelle Agency Contractor

    Experienced Business Support and Administrative Professional

    Philippines - Tests: 3

    Gained eleven years of experience in financial industry handling administrative works, customer service, data analysis and data entry. I have worked with known and established multinational companies where I was able to enhance my skills and knowledge. Pioneering and maintaining successful processes are considered as my achievements. With my continuous will to succeed, I am now seeking a new professional challenge.

    Associated with: Tiptop Solutions

    $3.00 /hr
    0 hours
    0.00
  8. Masud Alam

    Masud Alam Agency Contractor

    PHP, Python, ERPNext, MySQL, Wordpress,Magento & OpenCart Expert

    Bangladesh - Tests: 5 - Portfolio: 19

    Over the last 5 years, I have developed a wide range of websites using HMTL, DHTML, PHP, and MySQL including sites for startup companies and small businesses. My core competency lies in complete end-end management of a new website development project, and I am seeking opportunities to build websites from the ground up for you or your business. I also have some experience in the following areas: SQL, Ajax, OOP, CodeIgniter, Joomla 1.5 and 1.6, Wordpress, Magento, Opencart, Prestashop and software design and testing.

    Associated with: TechBeeo

    $30.00 /hr
    0 hours
    0.00
  9. Rich Peterson

    Rich Peterson Agency Contractor

    Marketplaces, Websites, Affiliates & Project Management, Helper

    Australia - Tests: 2 - Portfolio: 1

    Experienced in building marketplaces, business systems (that are helpful & automated), creating websites that convert & add value, building affiliate websites that have generated over $1 million in sales and have managed hundreds of people remotely using project management software. ----------------------------------------------------------------------------------------------- I have built Paraplanner.com.au to be an outsourced provider with hundreds of paraplanners completing financial plans (Statement of Advice / SoA documents) to hundreds of Australian financial advisers. These experienced, service-driven paraplanners use the following software: - Xplan - COIN - Midwinter - AdviserLogic - AdviserNetGain (ANG) - Visiplan - Word - Excel ----------------------------------------------------------------------------------------------- Some of the software that I have experience in using is as follows: For project management - Podio (managing off-site staff, building apps, developing workflows) - Basecamp (managing staff, creating templates) - Trello (managing staff, creating workflows) - Unison (managing staff, video conferencing, chat) For website building / information - Weebly - Wordpress - Sidengo - Jigsy - Blogger - Tumblr - BigCommerce - Shopify - Mailchimp - TinyLetter - Domain name registration, domain name transfers - Adobe Echosign - ScheduleOnce - Wufoo - Typeform - Exobrain - Import.io - Screencast-o-matic - Screenflow - Canva Marketplace building - ShareTribe (building several peer to peer marketplaces, growth strategies for marketplaces) - Wordpress (built directories with over 5,000 listings) - eDirectory (built directories with over 20,000 listings) - Brilliant Directories (built directories with over 60,000 listings) Teaching - Udemy (have over 5,000 enrolments in my Udemy courses) Payment processing / invoicing - Stripe - eWay - Paypal - Pin Payments - Freshbooks Email Solutions - HelpScout - Gmail - FrontApp - Freshdesk - Firehose (including FireHose Chat) Affiliate platforms - Book Depository Affiliates - Amazon Associates - Freshbooks Affiliates - Commission Junction Affiliates - Clixgalore Affiliates - Aweber Affiliates

    Associated with: Paraplanner.com.au, AdminPro.com.au

    $60.00 /hr
    0 hours
    0.00
  10. Ashok L.

    Ashok L. Agency Contractor

    Experienced bookkeeper of Quickbooks, Xero, Myob and Sage

    India

    I love to manage bookkeeping on QuickBooks, Xero , Myob , Sage and Tally ERP. I am providing services to Small industries, Business Proprietors, Co-owners, Partnership Firms, LLP's and Companies since 2005. I strongly believe in the use of latest technology to do smart working and always follow respective rules and regulations.

    Associated with: Alchemy Corporate Services Private Limited

    $6.00 /hr
    0 hours
    0.00