Client Advisory professionals in United States

Explore 184 client advisory professionals in United States

184people found for Client Advisory

Premium Profiles

John O'Boyle

Talent

Actuary

Roselle, Township of Bloomingdale, DuPage

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Mickale Gilbert

Talent

VP Financial Consultant

Denver

VP Financial Consultant

representative (Series 7, 63, 66) with deep expertise in financial planning tools, risk management solutions, and wealth advisory

Jason Spencer

Talent

CIO / CTO / SR IT Executive - Technology and Business Transformation Expert

Houston

Digital Transformation & Strategic SourcingEnterprise Risk, Governance & ComplianceCloud Management (SaaS / PaaS / IaaS)+15

within the IT Advisory Services Group.

Sheila Ansary

Talent

Senior Client Services Associate

Austin

Data AnalysisFinancial AnalysisManagerial Accounting+11

Senior Client Services Associate

Alex Dexter

Talent

Admin

New York City, New York$40/hour

Hire their servicesinvestment consultantfinancial advisorfinancial management

operations and ensuring top-notch advisory services.

Tyler Krol

Talent

Financial Consultant | FP&A & Credit Analysis | Business Development & Client Strategy | Entrepreneurial Leader

Chicago

ReconciliationsControl ReportingSales+8

Financial Consultant | FP&A & Credit Analysis | Business Development & Client Strategy | Entrepreneurial Leader

Hashim Hamdani

Talent

Account Success Executive

Chicago, City of Chicago, Cook

advisory, program management, and Industry trends.

Joanne Giambalvo

Talent

Senior HR Transformation partner

West Chester, Borough of West Chester, Chester$150/hour

Hire their servicesstrategic hr executivehr transformation

My skills in developing frameworks and methodologies enhance the effectiveness of advisory services, ensuring client satisfaction

Liana Egresitz

Talent

west deptford, nj

Excel (Microsoft Word 365)Data analysisFinancial reporting+13

and clean store, including over 200 items of inventory Beauty Advisor at Sephora at Kohl's (2022-06 – 2023-11) Beauty advisory

Andre Brown

Talent

Private Client Wealth Advisor

San Francisco, San Francisco County

Private Client Wealth Advisor

Jason Mitchell

Talent

Fractional CFO / Client Advisor / Audit Prep

Las Vegas, Clark$175/hour

Hire their servicesfinancial reportingasset managementchief financial officer+3

Fractional CFO / Client Advisor / Audit Prep

Christopher Glenn

Talent

Client advisor

Los Angeles, Los Angeles

Client advisor

Collin Porter

Talent

Stock Plan Administrator

Spanish Fork, Utah$45/hour

Hire their servicesemployee educationcompliance supportstock plan administrator+2

Educate clients on available financial products and refer appropriate advisory services when applicable.

Grace Schwartz

Talent

Senior Partner

Pasadena, Los Angeles

to help business professionals of all backgrounds take their careers to the next level by building their own Financial Advisory

Ashley Hoeppner

Talent

Agency Operations & Process Development

Queens, Queens

Award-winning insurance professional specializing in elite production, client advisory, and agency process development

Brooklynn Chandler Willy

Talent

President of Texas Financial Advisory

San Antonio, Pasco

President of Texas Financial Advisory

Christian Reynoso

Talent

Aspiring Financial Advisor

New York City, New York

background includes hands-on experience as a Financial Consulting Intern at Sullivan Financial Solutions, where I assisted in client

Nikko Accounting

Talent

Nikko - Accounting Services Provider

New York City, New York

Nikko Outsourcing is a leading provider of accounting, bookkeeping and financial advisory services for businesses of all

Katherine Holzer

Talent

Business Strategist | Corporate Finance Experience

New York City, New York$150/hour

Hire their servicesbusiness strategistbusiness development consultantcapital risk specialist+1

Adept at building partnerships and delivering tailored solutions that enhance client performance and revenue.

Ibeawuchi Akalegbere

Talent

Sales Leader | Tech+ | Cloud & Network Engineering

Washington, D.C., Washington

I’m a client-focused professional with eight plus years of experience in sales, relationship-building, and client advisory

Karen Caito

Talent

Client Service Manager

Madison, City of Madison, Dane

Client Service Manager

Lisa Harvey

Talent

Strategic Planning & Execution Professional

Nashville, Davidson

, and experience coordination across financial services, advisory, and growth-focused environments.

Top locations

New York City22 Los Angeles10 Chicago6 Boston4 San Francisco4 Houston4 Las Vegas3

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Corrin Lloyd

Talent

Client Care Coordinator

Halethorpe

CommunicationAttention to detailAdaptability+3

Dewayne Williams

Talent

Client-Focused Professional

Fayetteville

CDL DrivingRoute PlanningBox Truck+22

J'juan White

Talent

Client Strategy Manager

Temecula, Riverside$40/hour

Hire their servicesbusiness developmentclient strategy managermarket research+1

Ryan Bauer

Talent

I am a 10+ year experienced recruiter looking to transition into the finance field.

Detroit

Client Relationship ManagementConsultative Sales & AdvisingMarket Research & Trend Analysis+6

Erik Schmiedl

Talent

Senior Client Services Coordinator

Palmyra

Client RelationsVerbal and Written CommunicationOrder Processing+8

Germar Reed

Talent

Strategic Analytics Leader | AI Strategy Leader | Transforming Fortune 500 Data into Multi-Million Dollar Growth | U.S. Marine Corps Veteran

Washington, D.C.

Enterprise AI RoadmapP&L ManagementStrategic Advisory+20

Elie Kurtz

Talent

Accounting & Finance Leader, AI Obsessed

Fair Lawn

Stock Based Compensation (ASC 718)Leases & Fair Value (ASC 842, 820)Technical Accounting & Reporting+15

Alicia White

Talent

Client Services Project Management Specialist

Northampton, City of Northampton, Hampshire$50/hour

Hire their servicespersonal trainerproject managergroup fitness instructor+1

Francky Robinson

Talent

Economic, Finance & Tax Analyst

Berrien Springs, Charter Township of Oronoko, Berrien$40/hour

Hire their servicesauditoreconomic analystfinance manager+2