- Truist (Boca Raton, FL)
- …in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited ... market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen… more
- City of Boca Raton (Boca Raton, FL)
- …Systems; + Standard office practices and procedures Skilled in: + Research, data entry , data layer construction, and relational databases + Use of personal computer, ... Microsoft Office Suite products to include Word, Excel, and Outlook at an intermediate level + Communication - both verbally and in writing in a clear, focused, and… more