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specialk1d66

Nathan H

@specialk1d66

Financial Services Regulatory and Compliance Professional

Estados Unidos
Inglês
Algumas informações são exibidas no idioma inglês.
Sobre mim
I help small businesses turn messy spreadsheets and manual processes into clear, practical systems. I specialize in Excel and Google Sheets, including spreadsheet cleanup, KPI dashboards, business trackers, reporting, formulas, data organization, and workflow improvement. My background is in business operations, reporting, controls, and process improvement, so I focus on building tools that are accurate, easy to use, and designed to save time.... Saiba mais

Habilidades

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specialk1d66
Nathan H
offline • 
Tempo médio de resposta: 1 hora

Conheça meus serviços

Criação de Currículos
I will rewrite your ats resume for finance compliance and operations roles
A partir deUS$ 35 /projetoMais detalhes
Consultoria
I will clean organize and improve your excel or google sheets spreadsheet
A partir deUS$ 20 /projetoMais detalhes

Experiência profissional

Edward_Jones

Financial Advisor

Edward Jones • Período integral

Oct 2018 - Jan 2021 • 2 yrs 3 mos

Cultivated relationships based on understanding clients' financial goals while providing personalized investment and financial planning services. Conducted in-depth financial assessments, recommended suitable investment products, and monitored portfolios to align them with clients' objectives. Delivered exceptional service and maintained regular communication to address evolving needs while managing a diverse client base and organizing educational seminars.