Financial Planners & Advisors

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  1. Anne Marisol Solis

    Anne Marisol Solis

    Travel Specialist

    Philippines - Last active: 2 months ago - Tests: 3

    I worked as a Travel Specialist with Expedia for 6 years. 2 years of my stay with Expedia I was a Customer Service Representative and after that I was promoted as a Quality Analyst under Agent Error Notification Team. I am a team player and very keen to details. I am Sabre and Amadeus GDS Trained. I am currently working with ADP Canada as a Payroll Input Specialist. In a span of 1 year, I received numerous awards such as Perfectionist (Payroll processed are all accurate), Stellar Service, Service Excellence Award and Top Associate for 2nd Quarter. I have knowledge with Canada payroll Processing system, Canada Taxes, Vacation Accruals, Garnishments, etc. Aside from working with ADP, I am also doing another job with Sunlife Canada Philippines as a Licensed Financial Advisor. I have knowledge with Stocks, Bonds and Mutual Funds.

    $4.00 /hr
    2 hours
    0.00
  2. Minerva A.

    Minerva A.

    Customer Service-oriented with a background in Accounting and Finance

    Philippines - Last active: 1 month ago - Tests: 7

    I had work experience in Accounting and Bookkeeping, Marketing Staff/ Frontline in the Banking Industry where customer service was my primary function. I also have a background in Sales in the Insurance Industry as a Financial Planning Consultant.

    Groups: Pro Customer Service

    $5.56 /hr
    0 hours
    0.00
  3. Tammy Bouchard

    Tammy Bouchard

    Technical & Financial Consultant

    United States - Last active: 07/16/2014 - Tests: 2

    Expert VBA Programmer for multiple applications (i.e. Excel, Access) Expert Microsoft Access Developer (applications, reports, database, etc) SQL Server developer

    $22.22 /hr
    26 hours
    0.00
  4. Nicole Townley

    Skip Tracing, Investigations, Collections, Legal and Customer Service

    United States - Last active: 1 month ago

    Superior and unmatched customer service and resolution ability. Experience in locating and notifying customers of delinquent accounts by mail, telephone and other communicable means as necessary all while following specific state by state guidelines as well as the standards of the FDCPA. Extensive skip tracing and investigational abilities and experience. Employment History Senior Collections Specialist 06/2001 - 05/2013 HSBC Card Svc Inc 1421 Kristina Way, Chesapeake, VA Experienced in all facets of the debt collection and financial industry; collecting on an array of accounts; ranging from NRE (non real estate) to RE (real estate) in delinquency anywhere from 10 days past due to charge-off status. Worked within a team environment as well as individually with little to no supervision. Experience in auditing accounts; risk management and quality control; all in which require extensive attention to detail. Collecting on mortgage loans that are in default. Observing, making determinations and creating solutions that would benefit both the customer as well as the company. Experience in the Legal Collections field managing multi-million dollar portfolios. Working one on one with attorneys to resolve and bring down delinquency; recommending and processing judgements; attaching assets on non-compliant customers, all while adhering to state by state guidelines within compliance; to reduce risk management. Created correspondence offering settlements as well as settled in full confirmations. Ability to multi-task and meet/exceed deadlines with extreme accuracy while remaining 100% compliant at all times. Provided exceptional customer service via inbound and outbound contact. Very successful and exceeded goals in every aspect of the collections and skip tracing field resulting in numerous, all expenses paid trips, plaques, trophies, tangible and non-tangible gifts and awards as well as receiving HSBC’s highest award and honor two years in a row, which was titled- The 4 Star Award. This prestigious award entailed being honored with a check for 5K by the CEO of the company. This award was only awarded to those employees whom excelled; not just based on personal and consistent goal achievement; but also encompassed all of the traits of an excellent employee; that set them above the rest. I have received extensive training throughout my career with HSBC and hope to find a company that I can take what I have learned over the years; my expertise, loyalty; dedication and passion and apply that to further my career; and feel confident that by doing so; look forward to becoming a great asset to any company.

    $11.11 /hr
    8 hours
    0.00
  5. Lenka H.

    Finance Specialist, esp. interested in projects related to Excel VBA

    Germany - Last active: 16 days ago - Tests: 9

    I am a finance specialist with experience in audit, controlling and reporting. The main scope of my work has been ensuring the correctness of the financial data, analyse of the differences between the actual and planned, monitoring and reporting on the balances. Daily work in Excel - creating formulas, graphs, pivot tables - inspired me to learn VBA to make my life easier. Now I would like to apply my skills and make your life easy by developing VBA-based Excel templates suitable for your business needs.

    $20.00 /hr
    0 hours
    0.00
  6. Joseph Czerkies

    Overseas call center consultant

    United States - Last active: 01/31/2013

    I am a hard worker that is trying to maximize my career and experience. My undergrad is in organizational behavior from Northwestern University. My experience is getting call centers set up and successful, especially those that are overseas. Hiring, terminating, creating metrics, creating teams, and setting up a call center department are some of the ways I can help your company get its call center successful.

    $33.33 /hr
    530 hours
    0.00
  7. Kashyap Thakkar

    Kashyap Thakkar

    Automatic Tradin,Algo Programmer, Strategy Developer, Quant Developer

    India - Last active: 24 days ago - Tests: 1 - Portfolio: 10

    Have been working as a programmer for over 7 years. Working as automated trading system designer / developer since 5 years. Have extensive knowledge with regards to trading in different segments like (Forex, Equities, Futures, Options, Commodities), also have developed number of automated trading systems on different broker's API like Interactive Brokers, IQfeed, Laser, FXCM, Trade Station, Trading Technologies, Lime Broker, Sterling Traders and more. Also have worked on number of data feed handlers like Kinetick, IQfeed, eSignal, Bar Charts, Nanex (NxCore), Omnesys and more. Have worked on JAVA, C#, .NET API, FIX technology. Have programmed / designed robust trading systems for individual traders, brokers, hedge funds. Currently, managing investor's funds on complete automated trading strategy for NSE Future market (Stock Futures and Currency Futures). Have designed complete dynamic back test system where I can do research and back test for different kind of strategies with graphical representation of reports. My core focus in automated trading systems, trading, programming skills, my passion for robotic / discipline trading encourages me to come up with new ideas and develop robust trading applications. Request any visitor to check my profile for completed projects.

    $15.56 /hr
    0 hours
    0.00
  8. Odeny Peter

    Odeny Peter

    Business Intelligence and Software Developer

    Kenya - Last active: 1 month ago

    Am determined to create a best working relationship with my employer and clients. I assure the best service to my clients in relation to web ad software development and other applications. career goals; 1) To be an outstanding web developer. 2) To be a first choice software and other applications developer. 3) To better my computer and other related skills to improve the world's technology level. 4) To always satisfy my clients at all levels of their demand. Why me?? -Am an experienced software and website developer- My confirms this. -Am understanding and always flexible to accommodate different client's demands and to serve different types of clients. -I promise high level of reliability, integrity, professionalism and high quality services to my clients. -Always believes in nothing but the best.

    $16.66 /hr
    0 hours
    0.00