Process Owner/Programmer/Team Lead
The Standard Portland,Oregon
Summary Qualifications : 7+ years in Financial Industry - Managed production and delivery of retirement
Professional Poker Player
Sam Vitello Portland,Oregon
Highlights Proficient in multitasking Well versed in reading body language Comfortable in high stres...
Implementations Project Specialist - EMV
department for how database parameters worked for Card Services processing at Fiserv Worked collaboratively across...associated GL's 06/2004 to 01/2006 Electronic Services Manager Advantis Credit Union Managed the department...phone lines) . 11/1999 to 09/2001 ATM and Card Services Coordinator On Point Community Credit Union C
Wealth Advisory Associate
Morgan Stanley Portland,Oregon
expenses , financial goals , risk tolerance and other information needed to develop a financial plan ...clients' questions about the purposes and details of financial plans and strategies . Attended presentations
Real Estate Broker
Berkshire Hathaway HomeServices Portland,Oregon
Broker 10/2013 to 12/2016 Berkshire Hathaway Home Services – Glenview , IL Started my... Sold new managed care products and services that provided value to the client program
Financial Crime Specialist II
Wells Fargo Bank Portland,Oregon
line of business . My current daily role as a Financial Crime Specialist 2 is to prevent losses for Wells...Vietnamese/English Work History 10/2015 to Current Financial Crime Specialist II Wells Fargo Bank – Portland...Command Center Officer Allied Barton Security Services – Seattle , Washington Patrol , Dispatch
Wells Fargo Advisors Portland,Oregon
Summary Skilled financial professional with 23 years of financial services industry and 13 years of practical...customized financial strategies to meet client needs . Highlights Seasoned manager Financial Advisor Service...developments or financial performance indicated a need for plan revision . Financial Advisor August 2008
Manager, Process Management
Capital One Portland,Oregon
Professional Summary Energetic self - starter possessing outstanding interpersonal , analytical and...
Participant Services Representative I
Standard Retirement Services Portland,Oregon
Experience Participant Services Representative I 07/2012 Standard Retirement Services Portland , OR Relay...Summary Participant Services Representative bringing extensive expertise in the retirement plans department
Tommy Moore Portland,Oregon
Summary Highly - accomplished and detail - oriented professional successful at attaining business go...
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