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Fiverr Pro
Français
$
USD
Nathan H
@specialk1d66
Financial Services Regulatory and Compliance Professional
États-Unis
Anglais
À propos de moi
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.
Compétences
Nathan H
hors ligne •
Temps de réponse moyen de 1 heure
Voir mes services
CV
I will rewrite your ats resume for finance compliance and operations roles
Consultation
I will clean organize and improve your excel or google sheets spreadsheet
Expérience professionnelle
Financial Advisor
Edward Jones • Temps plein
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.
