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Finance and Accounting Specialists in Carmel, IN

Here is a complete directory of nearly every experienced Finance and Accounting Specialists in Carmel, IN.

The Trustoria Professional Directory gives everyone all the professional records needed to locate the best service provider for any need.

Be sure to visit other regions near here to find the professional histories of more service providers.

More than 250 results

Derik Watts Carmel, IN

Derik Watts Sales at PMA USA

Professions & Specialties

Finance and Accounting SpecialistAccounting ClerkAccounting BookkeeperBookkeeperSupport SpecialistsSystems Support SpecialistComputer Network ProfessionalInformation Technology SpecialistTechnical Support SpecialistMarketing AdministratorNetwork AdministratorRecruitmentHuman Resource ManagerFinancial Services Sales AgentFinancial ConsultantFinancial Services ProfessionalFinancial SpecialistNetwork Systems AdministratorCustomer RelationsField Marketing SpecialistBranch ManagerChief ExecutiveCorporate ExecutiveMarketing ManagerFinancial ManagerFinancial OfficerOperations ManagerChief Networking OfficerChief Executive OfficerFinancial DirectorClerical SpecialistOffice ClerkOffice AssistantBusiness ManagerIT Specialist

Experience & Education

Position:
Office Staff at Merchants Bank of Indiana
Title:
Sales at PMA USA
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Merchants Bank of Indiana Office Staffsince Oct 2012PMA USA SalesJun 2012 - Sep 2012
Skills:
Logistics, Computer Hardware, Software Implementation, Accounting, Public Speaking, Employee...

Brady Young Indianapolis, IN

Brady Young Residential Finance

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
MLO at Residential Finance
Title:
Residential Finance
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Residential Finance - Carmel, INMLOsince Feb 2010
Skills:
Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Credit, Loan Origination, Residential...

Charles Smith Indianapolis, IN

Charles Smith General Manager

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystIndependent Business OwnersContractorSales RepresentativeAgentConstructionChief ExecutiveCorporate ExecutiveChief Executive OfficerOperations ManagerProject ManagersManagersServices ProfessionalSales and Service SpecialistSales AgentAdvertising ProfessionalAdvertising Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
General Manager at Brendanwood Financial, Contractor at ExxonMobil
Title:
General Manager
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Brendanwood Financial - Carmel, INGeneral Managersince Dec 2012ExxonMobil - Papua New GuineaContractorsince Dec 2012
Certifications:
Project Management Professional, Project Management Institute
OSHA 30-Hour, OSHA

Dave Leininger Indianapolis, IN

Dave Leininger Data Consultant at Fusion Alliance

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperCo-FounderChief ExecutiveInformation Technology SpecialistFounderFounding MemberAdvisorTeam MemberCounselorIT SpecialistReal Estate ManagerBusiness Data SpecialistProperty ManagerLicensed Real Estate BrokerGovernment Administration ProfessionalData ScientistData Entry SpecialistSoftware DevelopersData AnalystTechnical ManagersCommunity Service ManagerManagerOperations ManagerCorporate ExecutiveTechnology ManagerTechnology DirectorPartnerManaging MemberManagersBusiness ConsultantMarket Research Analyst

Experience & Education

Position:
Data Discipline Team Member at Fusion Alliance, Dayton Town Councilman at Town of Dayton,...
Title:
Data Consultant at Fusion Alliance
Location:
Indianapolis, Indiana Area
Industry:
Information Technology and Services
Work history:
Fusion Alliance - Indianapolis, Indiana AreaData Discipline Team Membersince Sep 2012Town of Dayton - Dayton, Indiana 47941Dayton Town Councilmansince 2011
Skills:
Business Intelligence, Business Analysis, Data Analysis, Data Visualization, Data Modeling,...
I focus on the town's digital and financial services

Beth Steadman Carmel, IN

Beth Steadman Recruiter

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentChief Administrative OfficerChief ExecutiveBankerFinancial Services ProfessionalFinancial Services Sales AgentTalent AgentPersonnel SpecialistLoan Officers

Experience & Education

Position:
Recruiter at Mid America Mortgage
Title:
Recruiter
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Mid America Mortgage Recruitersince Jan 2012Great Western Financial Services, Inc. Recruiter/Operations SupportAug 2010 - Jan 2012
Skills:
Mortgage Lending, FHA, Recruiting, Applicant Tracking Systems, Credit, Mortgage Banking, Loans,...

Kristofer Pressley Carmel, IN

Kristofer Pressley Financial Industry Professional

Professions & Specialties

Finance and Accounting SpecialistCash Application SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperBilling CoordinatorBilling RepresentativePosting ClerkBillerCustomer ServiceClient Service OfficerIndustrial EngineerBachelor of ArtsHuman Resources SpecialistRecruitmentAnalystsAdministrative ClerkClerical SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Client Service Representative at Charles Schwab
Title:
Financial Industry Professional
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Charles Schwab - indianapolis area, indianaClient Service Representativesince Jun 2013ExperisNL - washington d.c. metro areaCash Application Specialist at Western Union Business SolutionsApr 2013 - May 2013

Ryan Earl Carmel, IN

Ryan Earl Network Administrator at Allied Solutions LLC

Professions & Specialties

Finance and Accounting SpecialistBookkeeperControllerAccounting BookkeeperRetail SalespersonDepartment Store SalespersonEquipment Tools Purchasing AgentRetail ProfessionalComputer Network ProfessionalNetwork TechnicianNetwork Systems AdministratorNetwork AdministratorAssociate of ScienceSales RepresentativeSales AgentSales and Service SpecialistServices ProfessionalBachelor of ScienceSoftware DevelopersSupplierIT SpecialistSoftware EngineerSoftware Deployment EngineerComputer Network EngineerComputer Systems AdministratorInformation Technology SpecialistNetwork Architect

Experience & Education

Position:
Network Administrator at Allied Solutions LLC, Network Technician at Indiana Air National Guard
Title:
Network Administrator at Allied Solutions LLC
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Allied Solutions LLC - Carmel, IndianaNetwork Administratorsince Jun 2013Indiana Air National Guard Network Techniciansince Sep 2009
Certifications:
CCENT, Cisco Systems
CCNA, Cisco Systems

Rasheeda Moore Indianapolis, IN

Rasheeda Moore Sr. Account Manager at Oak Street Funding

Professions & Specialties

Account ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer ServiceProject ManagersOperations ManagerManagerCompliance OfficerAnalystsAnalystProject ManagerCompliance CoordinatorBusiness AnalystSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Sr. Account Manager at Oak Street Funding, Business Analyst at Oak Street Funding, Compliance...
Title:
Sr. Account Manager at Oak Street Funding
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Oak Street Funding - Indianapolis, Indiana AreaSr. Account Managersince May 2004Oak Street Funding - Indianapolis, Indiana AreaBusiness Analystsince May 2004

Bill Karwoski Indianapolis, IN

Bill Karwoski President Sherpa Insight

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Services Sales AgentFinancial Services ProfessionalCapital Markets ProfessionalTraderCommodities ClerkConsumer Goods ProfessionalAdvertising Sales AgentAdvertising ProfessionalChief ExecutiveVice PresidentChairpersonMarket Research AnalystClient Service OfficerSales RepresentativeRegion ManagerCustomer ServiceArea ManagerManagers

Experience & Education

Position:
President at Sherpa Insight
Title:
President Sherpa Insight
Location:
Indianapolis, Indiana Area
Industry:
Marketing and Advertising
Work history:
Sherpa Insight - Carmel, INPresidentsince Oct 2010BI WORLDWIDE - ChicagoRegion Vice PresidentMar 2007 - Oct 2010
Skills:
New Business Development, Market Research, Marketing Strategy, Sales Management, Promotions,...

Jen Wilfong Carmel, IN

Jen Wilfong VP & Coach at Merrill Lynch

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperWeb MarketerVice PresidentVice President of MarketingChief ExecutiveMarketing ManagerSports TrainerSports TrainersSEO SpecialistSales RepresentativeSecretaryNurseNurse PractitionerDatabase AdministratorNon-ProfitOrganization ManagementManagersSales AgentAdvertising Sales AgentDatabase Administration ProfessionalSupport SpecialistsSystems Support SpecialistSalesForce AdministratorTechnical Support SpecialistAdvertising ProfessionalFounding MemberOperations ManagerManagement Team ExecutiveFounderBachelor of Science

Experience & Education

Position:
VP & Coach at Merrill Lynch
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Merrill Lynch - Carmel, IndianaVP & Coachsince Jun 2012Slingshot SEO - Indianapolis, Indiana AreaVP of MarketingDec 2011 - Jun 2012
Certifications:
Series 7
Executive Coach, The Hudson Institute of Santa Barbara, CA

Michael Charles Indianapolis, IN

Michael Charles Director of Financial Planning & Portfolio Manager at Wallington Asset Management

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperClerical SpecialistOffice ClerkOffice AssistantSecurityAdvisorOperations ManagerDirectorFinancial ManagerPuchasing and Estimating ManagerInvestment AnalystPortfolio ManagerFinancial SpecialistChief ExecutiveFinancial AdviserRetail Financial AdvisorPersonal Care Aide

Experience & Education

Position:
Director Financial Planning & Portfolio Manager at Wallington Asset Management
Title:
Director of Financial Planning & Portfolio Manager at Wallington Asset Management
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Wallington Asset Management - 8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240Director Financial Planning & Portfolio Managersince Nov 2012TIAA-CREF - Carmel, INWealth Management AdvisorJun 2007 - Sep 2012
Certifications:
CPA, Indiana Board of Accountancy
CFP, Certified Financial Planner Board

Joseph Hammock Carmel, IN

Joseph Hammock Experienced Sales Professional

Professions & Specialties

Account ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerSales ManagerTeam LeaderSales RepresentativeSales AgentSales and Service SpecialistServices ProfessionalRetail SalespersonRetail ProfessionalDepartment Store SalespersonSales SupportEquipment Tools Purchasing AgentSales ExecutiveMortgage SpecialistLoan OfficersRepossessorCollections SpecialistAutomotive Professional

Experience & Education

Title:
Experienced Sales Professional
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
J.D. Byrider / CNAC - Carmel, INAccount ManagerAug 2012 - Jan 2013Comcast - Fishers, IndianaInbound Sales ExecutiveJan 2008 - Aug 2012

Emmy Pitman Indianapolis, IN

Emmy Pitman

Professions & Specialties

Accounts PayableAccounts Payable SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerSales AgentSales RepresentativeStudent WorkerAutomotive Professional

Experience & Education

Position:
Accounting Manager at NextGear Capital
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
NextGear Capital - Carmel, INAccounting Managersince Feb 2013Dealer Services Corporation - Carmel, INAccounting ManagerDec 2012 - Jan 2013
Certifications:
Indiana Life, Accident & Health Insurance License, Indiana Department of Insurance

Cheryl Palmer Indianapolis, IN

Cheryl Palmer Corporate Account Development at Cornerstone OnDemand

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperHuman Resources SpecialistNurse PractitionerNurseCertified Nurse AideAnalystsManagersRecognitionLeaderRecruitmentAnalystDirectorOperations ManagerTechnical ManagersSales RepresentativeField Marketing SpecialistAutomotive ProfessionalAutomotive SpecialistSoftware DevelopersDatabase AdministratorDatabase Administration ProfessionalComputer Software ProfessionalBachelor of ScienceSales ExecutivePharmaceutical Sales RepresentativeSales Account ManagerSales ManagerMarketing ManagerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveGeneral and Operations ManagerTalent AgentDirector of OperationsTechnology ManagerMarketing Administrator

Experience & Education

Position:
Corporate Account Development at Cornerstone OnDemand, Director -- Business Development at HR...
Title:
Corporate Account Development at Cornerstone OnDemand
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Cornerstone OnDemand - Midwest Central RegionCorporate Account Developmentsince Sep 2012HR Partnerships, Inc - Indianapolis, Indiana AreaDirector -- Business Developmentsince Dec 2011
Skills:
Cold Calling, Sales Management, Sales Presentations, Account Management, Sales Process, Outlook,...

Kayla Shelburn Indianapolis, IN

Kayla Shelburn Event Planner, Executive Administrator - Financial Consultancy / Accounting Publisher

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperFinancial ManagerNursePsychology SpecialistCertified Nurse AideOperations ManagerDirector of OperationsGeneral and Operations ManagerEvent ManagerFinancial OfficerChief Operating OfficerFinancial DirectorPsychologistPublishing ProfessionalPublisherEvent PlannerNurse Practitioner

Experience & Education

Position:
Event Coordinator - The PRIME Symposium at The Platt Group / INSIDE Public Accounting, Executive...
Title:
Event Planner, Executive Administrator - Financial Consultancy / Accounting Publisher
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
The Platt Group / INSIDE Public Accounting - Indianapolis, INEvent Coordinator - The PRIME Symposiumsince Jan 2011The Platt Group / INSIDE Public Accounting Executive Administratorsince Jun 2009

Lindsay Tallant Indianapolis, IN

Lindsay Tallant Policyholder Service Representative at CNO Financial Group

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperClient Service OfficerSales RepresentativeSales AgentChief Networking OfficerCustomer RelationsCustomer ServiceData Entry SpecialistData ScientistClerical SpecialistFood ServerRepresentativeSpokespersonAdvisorSales ManagerAdministrative ClerkNon-ProfitChief ExecutiveOperations ManagerDepartment SupervisorPsychology Specialist

Experience & Education

Position:
Policyholder Service Representative at CNO Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
CNO Financial Group - Carmel, INPolicyholder Service Representativesince Feb 2013Angie's List Member Sales RepresentativeAug 2012 - Feb 2013

Bradley Wells Indianapolis, IN

Bradley Wells Internal Sales Consultant at OneAmerica Financial Partners Inc.

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales SupportSales RepresentativeServices ProfessionalSales and Service SpecialistSales AgentFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief Executive

Experience & Education

Position:
Internal Sales Consultant at OneAmerica Financial Partners Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
OneAmerica Financial Partners Inc. - Indianapolis, Indiana AreaInternal Sales Consultantsince Jan 2013OneAmerica - Indianapolis, Indiana AreaInvestment Specialist, SeniorAug 2011 - Dec 2012
Skills:
Investments, Trading, 401k, RFP, Sales, Salesforce.com
Certifications:
Series 6, FINRA

Nathaniel Turner Carmel, IN

Nathaniel Turner Financial Advisor

Professions & Specialties

Finance and Accounting SpecialistBookkeeperFraud SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperModeratorAdvisorFinancial Services Sales AgentFinancial Services ProfessionalFinancial ConsultantCoordinatorButlerManagersPersonal Care AideGovernment Administration ProfessionalDeputy ManagerChief ExecutiveCommunity Service ManagerRecruitment

Experience & Education

Position:
Financial Advisor with TFA at Iconoclast Financial Services at Iconoclast Financial Services
Title:
Financial Advisor
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Iconoclast Financial Services - 11805 N. Pennsylvania Street, Carmel, Indiana 46032Financial Advisor with TFA at Iconoclast Financial Servicessince May 2005Indiana Wesleyan University - Indianapolis, Indiana AreaAdult & Professional Studies Program FacilitatorSep 2000 - May 2005

Kevin Swanson Indianapolis, IN

Kevin Swanson Research Analyst at 40|86 Advisors

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AnalystResearch AssistantResearcherSurvey ResearcherAnalystAnalystsPersonal Care AideProject ManagersOperations Manager

Experience & Education

Position:
Research Analyst at 40|86 Advisors
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
40|86 Advisors - Carmel, INResearch Analystsince Jul 2011Charles Schwab Client Service and SupportFeb 2011 - Jul 2011
Skills:
Bloomberg Terminal, Microsoft Excel, Thompson One, Financial Modeling, Valuation, Investments,...

Nicholas Lucca Indianapolis, IN

Nicholas Lucca Financial Representative at New York Life

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeSecond LieutenantSchool PrincipalSchool AdministratorEducational ManagerTeam MemberManagersStudent WorkerDepartment Store SalespersonRetail ProfessionalRetail SalespersonWeb MarketerMarketing Manager

Experience & Education

Position:
Financial Representative at New York Life, Second Lieutenant at US Army
Title:
Financial Representative at New York Life
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
New York Life - Carmel, INFinancial Representativesince Jun 2013US Army - Evansville, Indiana AreaSecond Lieutenantsince May 2013
Languages:
Spanish

Jeffery Gorham Indianapolis, IN

Jeffery Gorham at

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperCorporate ExecutiveOf CounselGeneral CounselCompliance OfficerCompliance AgentOperations ManagerLegal CounselDirector of OperationsGeneral and Operations ManagerChief ExecutiveChief Executive OfficerChief Operating OfficerFounding MemberJuristStudent WorkerSales ExecutiveSales ManagerManagersDepartment SupervisorComputer Scientists

Experience & Education

Position:
Founding Member at Gorham Legal Services, LLC, Chief Operating Officer at Follow Networks, Counsel, ...
Title:
at
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Gorham Legal Services, LLC - Carmel, INFounding Membersince Jan 2013Follow Networks Chief Operating Officersince Oct 2012
Certifications:
Licensed to Practice Law, Indiana Supreme Court; U.S. District Court for the Southern District of Indiana
SERFF, NAIC

Stephen Fechalos Carmel, IN

Professions & Specialties

Finance and Accounting ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersReal Estate ManagerProperty ManagerLicensed Real Estate BrokerRetail SalespersonRetail ProfessionalDepartment Store SalespersonEquipment Tools Purchasing AgentFinancial ManagerFinancial OfficerFinancial DirectorAdvisorContractorCounselorIndependent ContractorChief ExecutiveProject ManagersOperations ManagerPersonal Care AideBusiness AdministratorButlerBachelor of ScienceLoan OfficersRecruitment

Experience & Education

Position:
Self-Employed Finance and Accounting Executive at Self-Employed Consultant
Title:
Experienced Senior Finance and Accounting Executive
Location:
Carmel, Indiana
Industry:
Executive Office
Work history:
Self-Employed Consultant Self-Employed Finance and Accounting Executivesince Oct 2012LEP Special Fasteners - Frankfort, INDirector of Finance AmericasSep 2011 - Oct 2012
Certifications:
Certified Public Accountant
Certified Information Systems Auditor

Benjamin Yoder Carmel, IN

Benjamin Yoder Customer Service at Lowe's Home Improvement

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperCustomer ServiceClient Service OfficerSales PersonSales RepresentativeLeaderManagersNurseFinancial Services ProfessionalCapital Markets ProfessionalTraderSurvey ResearcherResearcherNurse PractitionerTeam MemberStudent WorkerPsychology SpecialistBachelor of ScienceAdvisorNon-ProfitCounselorCommodities ClerkConsumer Goods ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Customer Service at Lowe's Home Improvement
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Lowe's Home Improvement Customer Servicesince Jan 2013Vector Marketing - Indianapolis, Indiana AreaIndependent Sales ConsultantJun 2012 - Jul 2012
Skills:
Teaching, Community Outreach, Higher Education, Psychology, Public Speaking, Non-profits, Research, ...

Molly Wilson Carmel, IN

Molly Wilson Marketing Assistant to Mark Kuchik at Access National Mortgage

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperProject AdministratorConstructionProject ManagerProject ManagersManagersTeam MemberBanking ManagerFinancial OfficerFinancial ManagerSales ManagerClient Service OfficerBachelor of Science

Experience & Education

Position:
Marketing Assistant to Mark Kuchik at Access National Mortgage
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Access National Mortgage - Carmel, INMarketing Assistant to Mark Kuchiksince Feb 2013Construct Solutions, Inc. - Indianapolis, Indiana AreaProject AdministratorJul 2011 - Feb 2013

Dennis Kelly Carmel, IN

Dennis Kelly President, Kelly Financial Services, Inc.

Professions & Specialties

Finance and Accounting SpecialistControllerAccounts ReceivableAccounting BookkeeperBookkeeperChairpersonFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerDB AdministratorDatabase Administration ProfessionalDatabase AdministratorBusiness ConsultantAdvisorPsychology Specialist

Experience & Education

Position:
President at KFS, Inc dba Eagle Performance Strategies
Title:
President, Kelly Financial Services, Inc.
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
KFS, Inc dba Eagle Performance Strategies - Carmel, IN/Indianapolis, INPresidentsince May 2010Indianapolis Public Schools ControllerSep 2008 - May 2010
Skills:
Excel, Budgeting, Cash Flow, Planning, Accounting, Analysis, Financial Analysis, Problem Solving,...

Carissa Newton Indianapolis, IN

Carissa Newton CMO, Oak Street Funding

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing DirectorOwnerFounderChief ExecutiveFounding MemberMarketing ManagerInternet Marketing ManagerWeb MarketerBrand RepresentativeMarket Research AnalystDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Chief Marketing Officer, Marketing/Business Development at Oak Street Funding, Owner & Founder...
Title:
CMO, Oak Street Funding
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Oak Street Funding - Carmel, INChief Marketing Officer, Marketing/Business Developmentsince May 2011Full Circle Marketing - Indianapolis, Indiana AreaOwner & Foundersince Jan 2008
Skills:
Marketing Strategy, Online Marketing, Salesforce.com, Sales Management, Marketing Communications,...
Languages:
English, Spanish
Certifications:
Professional Certified Marketer-PCM Designation, American Marketing Association

Dave Marshall Indianapolis, IN

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Position:
Weath Advisor at Thrivent Financial for Lutherans
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Carmel, INWeath Advisorsince Mar 2001
Skills:
Professional Designations, ChFC, CASL, 5 Star Weath Advisor, MDRT, Retirement Planning, Uniform...

Marty Mclaughlin Noblesville, IN

Marty Mclaughlin Project Manager at ADESA

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperProject ManagersProject ManagerInformation Technology SpecialistIT SpecialistChief ExecutiveVice PresidentEntertainerEntertainment ProfessionalOperations ManagerIT AnalystComputer ScientistsSoftware DevelopersSoftware EngineerAdvisorAutomotive Professional

Experience & Education

Position:
Project Manager at ADESA
Location:
Noblesville, Indiana
Industry:
Information Technology and Services
Work history:
ADESA - Carmel, INProject Managersince Apr 2012Brightpoint - Plainfield, INProject ManagerMar 2008 - Mar 2012
Certifications:
Project Management Professional, Project Management Institute
Certified Six Sigma Green Belt, Villanova University
PM in AFC IT supporting Financial Services & Enterprise Systems

Clint Mitchell Indianapolis, IN

Clint Mitchell Vice President - Acquisitions and Corporate Development at Mainstreet

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief Executive OfficerChief ExecutiveCorporate ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Sales AgentReal Estate ManagerSenior ManagerBusiness Development ManagerSales Representative

Experience & Education

Position:
Vice President - Acquisitions and Corporate Development at Mainstreet
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Mainstreet - Carmel, INVice President - Acquisitions and Corporate Developmentsince Sep 2012LCG Capital - Indianapolis, INManaging DirectorMay 2009 - Sep 2012
Skills:
Mergers & Acquisitions, Acquisitions, Real Estate, Investments, Corporate Development,...

Justin Nematollahi Carmel, IN

Justin Nematollahi Business Manager / Portfolio Manager @ CAE-net, Inc.

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveFinancial ManagerOperations ManagerChief Executive OfficerCapital Markets ProfessionalTraderFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerInvestment AnalystCommodity TraderFinancial ConsultantPortfolio ManagerBusiness ManagerChief Executive

Experience & Education

Position:
General Manager / Financial Advisor / Portfolio Manager at CAE-net, Justin A. Nematollahi Resume at ...
Title:
Business Manager / Portfolio Manager @ CAE-net, Inc.
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
CAE-net General Manager / Financial Advisor / Portfolio Managersince Jan 2005CAE-net Justin A. Nematollahi Resumesince Jan 2005

Sam Portell Indianapolis, IN

Sam Portell CSR at NextGear Capital

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerSales AgentSales RepresentativeManagerOperations ManagerSupervisorManagersCustomer Service

Experience & Education

Position:
CSR at NextGear Capital
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
NextGear Capital - Carmel, INCSRsince Oct 2012ELM Resources Inc National Service RepresentativeMar 2003 - Feb 2011
Languages:
Spanish

Charles Caesar Indianapolis, IN

Charles Caesar Retirement Professional at Charles Schwab

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperSports TrainerSports TrainersArea ManagerFinancial Services Sales AgentFinancial Services ProfessionalBankerTeam MemberAdvisorManagersRegion ManagerSupporting MemberCounselorChief ExecutiveCorporate ExecutiveOperations ManagerDistrict ManagerWorkout SpecialistTrainerWellness and Fitness

Experience & Education

Position:
Retirement Professional at Charles Schwab & Co., Inc., Assistant Girls Track & Field Coach...
Title:
Retirement Professional at Charles Schwab
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Charles Schwab & Co., Inc. - Indianapolis, Indiana AreaRetirement Professionalsince Sep 2012Fishers High School - Fishers, INAssistant Girls Track & Field Coach (Sprints)since Jan 2006

Adam Frechette Indianapolis, IN

Adam Frechette Financial Wholesaler at Advisors Elite, LLC

Professions & Specialties

Finance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperIndependent ContractorContractorMarketing ManagerMarketing AdministratorAgentSales Representative

Experience & Education

Position:
Financial Wholesaler at Advisors Elite, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Advisors Elite, LLC - Pendleton, INFinancial Wholesalersince Oct 2010Source Brokerage, Inc. - Indianapolis, Indiana AreaAnnuity Marketing ManagerMay 2008 - Oct 2010

Michael Surber Carmel, IN

Michael Surber PRESIDENT/CEO   USA Business Lending,Inc.

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounting BookkeeperDepartment Store SalespersonLoan OfficerRecruitmentHuman Resources SpecialistReporterCorrespondentRetail SalespersonRetail ProfessionalReal Estate ManagerEquipment Tools Purchasing AgentProperty ManagerLicensed Real Estate BrokerCorporate ExecutiveChief ExecutivePartnerChief Executive OfficerChairpersonLoan Officers

Experience & Education

Position:
President/CEO at USA Business Lending, Inc./ CU Business Lending llc/ USA Insurance Group, Inc.
Title:
PRESIDENT/CEO USA Business Lending,Inc.
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
USA Business Lending, Inc./ CU Business Lending llc/ USA Insurance Group, Inc. - Carmel, IndianaPresident/CEOsince 1995USA Financial Services President/CEOJan 1990 - Jan 2010

Patti Thompson Indianapolis, IN

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriter

Experience & Education

Position:
COMMERCIAL LENDING UNDERWRITER at NEXT GEAR CAPITAL
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
NEXT GEAR CAPITAL - CARMEL, INCOMMERCIAL LENDING UNDERWRITERsince Feb 2008Oak Street Mortgage/Novastar Underwriter2001 - 2007

Ed Balda Indianapolis, IN

Ed Balda Business Intelligence Manager at Teays River Investments

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of Business IntelligenceBusiness Data SpecialistMarket Research AnalystProject ManagerProject ManagersSenior ManagerOperations ManagerClient Service OfficerIT ManagerSoftware DeveloperSoftware DevelopersSystems AdministratorComputer Systems Administrator

Experience & Education

Position:
Business Intelligence Manager at Teays River Investments
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Teays River Investments - Carmel, INBusiness Intelligence Managersince May 2012ITT Technical Institute - Carmel, INProject Manager (Theoris)Jan 2012 - Apr 2012

Jeff Dickison Indianapolis, IN

Jeff Dickison Loan Officer at Channelwood Mortgage

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperLoan OfficerMortgage Loan OfficerMortgage BrokerBankerLoan OfficersMortgage SpecialistFinancial Services Sales AgentFinancial Services ProfessionalChief ExecutivePsychology Specialist

Experience & Education

Position:
Mortgage Loan Officer at Channelwood Mortgage
Title:
Loan Officer at Channelwood Mortgage
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Channelwood Mortgage - Carmel, INMortgage Loan Officersince Jul 2012Waterstone Mortgage Corporation - Indianapolis, Indiana AreaMortgage BankerJan 2012 - Jul 2012

Brad Cohen Carmel, IN

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Location:
Carmel, Indiana
Industry:
Financial Services
Skills:
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Process...

Lisa Gable Indianapolis, IN

Professions & Specialties

Credit AnalystAccounts ReceivableFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperControllerAccounts PayableAccounts Payable SpecialistOperations ManagerManagerSecuritySkilled ProfessionalSubject Matter ExpertHealth Support WorkerMedical Support AssistantBachelor of ScienceAutomotive ProfessionalAutomotive SpecialistAnalystsMaster of Business AdministrationChief ExecutiveCorporate ExecutiveManagersBusiness AdministratorHealthcare Support

Experience & Education

Position:
Credit Analyst at Ingersoll Rand Security Technologies
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ingersoll Rand Security Technologies - Carmel, INCredit Analystsince Nov 2011Ingersoll Rand Security Technologies Manager, Cash ApplicationOct 2006 - Jun 2012

Holly Stover Indianapolis, IN

Holly Stover Executive Assistant at NextGear Capital

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperOffice AssistantOffice ClerkClerical SpecialistAutomotive SpecialistAutomotive ProfessionalSales RepresentativeBeautician

Experience & Education

Position:
Marketing and Adminstrative Services at NextGear Capital
Title:
Executive Assistant at NextGear Capital
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
NextGear Capital - Carmel, INMarketing and Adminstrative Servicessince Feb 2013Dealer Services Corporation - Carmel, INMarketing and Corporate Administration2006 - Feb 2013

Mike Heilmann Indianapolis, IN

Mike Heilmann Employment & Staffing Manager at J.D. Byrider Systems

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperPersonnel CoordinatorTalent Acquisition AdvisorPersonnel SpecialistRecruitmentTalent AgentJuris DoctorSports TrainerSports TrainersRecognitionManagersAdvisorChief Executive

Experience & Education

Position:
Employment & Staffing Manager at J.D. Byrider Systems
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
J.D. Byrider Systems - Carmel, INEmployment & Staffing Managersince Jun 2006WYSI Coach2012 - 2013

Jordan Page Indianapolis, IN

Jordan Page Analyst- Market Settlements at Aces

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsSports TrainerSports Trainers

Experience & Education

Position:
Market Settlements Analyst at ACES, Varsity Soccer Coach at Cardinal Ritter High School
Title:
Analyst- Market Settlements at Aces
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
ACES - Carmel, INMarket Settlements Analystsince May 2011Cardinal Ritter High School - Indianapolis, Indiana AreaVarsity Soccer Coachsince May 2008

Regina Mask Indianapolis, IN

Professions & Specialties

Finance and Accounting SpecialistBookkeeperAccounts PayableAccounts Payable SpecialistIndependent Business OwnersAccounting BookkeeperRepresentativeSales and Service SpecialistHairdresserHealth PractitionerHealth ProfessionalHospital Care ProfessionalSales RepresentativeSales AgentCustomer ServiceServices ProfessionalSupplierClient Service OfficerTeam MemberContractorManagersBusiness AdministratorSupporting MemberOperations Manager

Experience & Education

Position:
Contact Center Representative at ITT Technical Institute
Location:
Indianapolis, Indiana Area
Industry:
Education Management
Work history:
ITT Technical Institute - Carmel INContact Center Representativesince May 2013Springleaf Financial Services - Hermitage TNCustomer Account SpecialistNov 2011 - Apr 2013
Certifications:
Insurance Producer; Life, A&H, Credit, State of TN Dept of Commerce and Insurance

Lucas Moreau Indianapolis, IN

Lucas Moreau Relationship Banker at JPMorgan Chase

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperBankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Relationship Banker at JPMorgan Chase
Location:
Indianapolis, Indiana
Industry:
Financial Services
Work history:
JPMorgan Chase - Carmel, INRelationship Bankersince Jun 2013JPMorgan Chase - Lafayette Rd. Banking CenterVice President - Branch ManagerJun 2010 - Jun 2013

Brea Dantin Indianapolis, IN

Brea Dantin Chief Compliance Officer at ProCourse Fiduciary Advisors, LLC

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of Quality ControlCompliance ManagerFiduciaryTrust Law AttorneyLawyerOperations ManagerRecruitmentService Operations Expert

Experience & Education

Position:
Chief Compliance Officer at ProCourse Fiduciary Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
ProCourse Fiduciary Advisors, LLC - Carmel, INChief Compliance Officersince Feb 2013Praxis Fiduciary Advisors, LLC Chief Compliance OfficerJun 2012 - Feb 2013
Skills:
Finance, Employee Benefits, Public Speaking, Human Resources, Training

Amber Maynard Indianapolis, IN

Amber Maynard Dynamic -- Compelling -- Driven

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberRepresentativeTeam MemberDirectorOperations Manager

Experience & Education

Title:
Dynamic -- Compelling -- Driven
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network - Indianapolis, Indiana AreaRegistered Associate Financial RepresentativeMar 2009 - Jul 2012Sunrise Senior Living - Indianapolis, Indiana AreaDirector of Community RelationsMay 2006 - Feb 2009
Skills:
Insurance, Leadership

Chris Mcatee Indianapolis, IN

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorSales ManagerSales DirectorDirectorOperations ManagerManagersTeam LeaderInsurance ProfessionalUnderwriterLoan Officers

Experience & Education

Position:
Senior Business Loan Advisor at Oak Street Funding, LLC
Title:
Senior Business Loan Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Oak Street Funding, LLC - Carmel, INSenior Business Loan Advisorsince Mar 2012Oak Street Funding - Carmel, INSales ManagerMar 2011 - Mar 2012
Skills:
Mergers, Insurance, Credit, Banking, Business Development, Sales Management, Financial Analysis,...

Dennis Dunn Carmel, IN

Dennis Dunn Co-Founder at Green Couch Marketing, LLC

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCo-FounderFounderChief Executive OfficerChief ExecutiveFounding MemberCorporate Executive

Experience & Education

Position:
Co-Founder at Green Couch Marketing, LLC, Founder and CEO at Merchant Capital, Inc, Founder at...
Title:
Co-Founder at Green Couch Marketing, LLC
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Green Couch Marketing, LLC - Carmel, INCo-Foundersince Feb 2012Merchant Capital, Inc - Carmel, INFounder and CEOsince 2010

Rhonda Sparger Carmel, IN

Rhonda Sparger Mortgage Banker at Chase Bank

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperBankerFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Position:
Mortgage Banker at Chase
Title:
Mortgage Banker at Chase Bank
Location:
Carmel, Indiana
Industry:
Financial Services
Work history:
Chase - Carmel, INMortgage Bankersince Feb 2012Cherry Creek Mortgage - Indianapolis, Indiana AreaMortgage AdvisorJul 2011 - Feb 2012

Kenneth Whereatt Indianapolis, IN

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Process ConsultantAdvisorConstructionBusiness ConsultantChairpersonChief ExecutiveModelMaster of Science

Experience & Education

Position:
Senior Business Process Consultant at LEaD Management Consulting, LLC, President at Dunya Consulting
Title:
Senior Business Process Consultant
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
LEaD Management Consulting, LLC - Carmel, INSenior Business Process Consultantsince Oct 2010Dunya Consulting - Indianapolis, Indiana AreaPresidentsince Sep 2008



Finance and Accounting Specialists near Carmel, IN03,3346,66810,00213,33616,670IndianapolisFishersNoblesvilleGreenwoodPlainfieldWestfieldZionsvilleAvonBrownsburgLebanon