Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in US

Delaware Certified Financial Planners Directory

Trustoria includes a professional profile for nearly every Certified Financial Planner in Delaware.

Find more Certified Financial Planners and other Financial brokers near in Delaware by specifying the city where you need their services.

The Trustoria Professional Directory helps everyone find the best person for their next project.

40 results found

Diann Jones Middletown, DE

Professions & Specialties

Estate Planner • Financial Planner • Financial Consultant • Certified Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Financial Manager • Chief Executive • Founding Member • Counselor • Representative • Non-Profit • Planner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Special Needs Planning and Resources, LLC
Title:
President & Special Needs Financial and Estate Planner
Location:
Middletown, Delaware
Industry:
Financial Services
Work history:
Special Needs Planning and Resources, LLC - Middletown, DEPresidentsince Jun 2012Nationwide Financial - Middletown, DESpecial Needs Planner and Financial Consultant2008 - 2012
Skills:
Special Needs Estate and Financial Planner, Special Needs Trusts, Estate Planning, Strategic...
Full Profile

I. Katz Dover, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Financial Manager • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Tax representation & estate planner, p.a
Attorney
Company:
The william o. douglas tax factor
Lead article
Full Profile

Mark Engberg Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marine Engineer • Head Engineer • Engineering Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner™ at CFS / Retirement & Tax Solutions
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
CFS / Retirement & Tax Solutions Certified Financial Planner™since Mar 2001Marine Engineers Beneficial Association Marine EngineerJan 1981 - Feb 2001
Skills:
CFS / Retirement & Tax Solutions has been in their currentl location for more than 20 years, The...
Full Profile

Stan Robins Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Wealth Advisor, CIMA, CFP, CLU, ChFC at Morgan Stanley
Location:
Dover, Delaware Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Advisor, CIMA, CFP, CLU, ChFC
Full Profile

Stanley Robins Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Title:
Wealth Advisor, CIMA, CFP, CLU, ChFC at Morgan Stanley
Location:
Dover, Delaware Area
Industry:
Investment Management
Full Profile

Jay Katz Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Tax Preparer • Tax Accountant • Financial Manager

Experience & Education

Position:
Attorney at Attorney Tax Representation & Estate Planner, P.A.
Title:
--Tax Attorney/Author--IRS Audit Collection Tax Preparation and Planning Email Profjayk@aol.com
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Attorney Tax Representation & Estate Planner, P.A. - DelawareAttorneysince Jun 2004Widener Law School Professor1992 - 2000
Full Profile

Jeffrey Puglia Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
CFP, AIF, President, Black Diamond Financial Solutions, Inc.
Location:
Dover, Delaware Area
Industry:
Financial Services
Full Profile

Keith Jaskulski Wilmington, DE

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Underwriter • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc. at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 2500 Grubb Rd., Suite 211, Wilmington, DE 19810Financial Advisor at Ameriprise Financial Services, Inc.since Sep 2002
Certifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
Full Profile

Gregory Coverdale Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Financial Manager • Management Team Executive • Operations Manager • Business Administrator • Advisor

Experience & Education

Work

Company:
Committees service
National committee member
Company:
Civitas partners
Managing principal / certified financial planner
Full Profile

Keith Al-chokhachy Newark, DE

Professions & Specialties

Certified Financial Planner • Financial Specialist • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Client Service Officer • Financial Manager • Customer Service • Operations Manager • Team Member

Experience & Education

Work

Company:
Wilmington trust
Client service advisor - trust administrator
Company:
Pnc investments
Financial specialist ii

Skills

CFP(r)
Full Profile

Deborah Sanders Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Juris Doctor • Fiduciary • Trust Law Attorney • Lawyers • Manager • Financial Manager • Operations Manager • Advisor

Experience & Education

Work

Company:
Wachovia/wells fargo trust company
Fiduciary risk manager
Company:
Wachovia/wells fargo trust company
Senior trust advisor
Full Profile

Anita Kiger Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Administrative Assistant at Peter Oldziey CFP & Associates
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
Peter Oldziey CFP & Associates Administrative Assistant
Full Profile

David Bocchino Rehoboth, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Chairperson • Manager • Chief Executive • Operations Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Project Managers • Founding Member • Financial Manager • Doctor of Philosophy • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Advisor • Information Technology Specialist • IT Specialist • Sales Representative • Regional Sales Consultant

Experience & Education

Position:
Adjunct Professor at Wilmington University, Faculty Instructor at Osher Lifelong Learning Institute ...
Title:
Financial Consultant/ Top 1% Most Viewed LinkedIn Profiles
Location:
Rehoboth Beach, Delaware
Industry:
Financial Services
Work history:
Wilmington University - Georgetown, DEAdjunct Professorsince Jul 2013Osher Lifelong Learning Institute at the University of Delaware - Lewes and Dover, DEFaculty Instructorsince Jan 2013
Skills:
Retirement Planning, Non-profits, Asset Allocation, Insurance, Wealth Management, Financial...
Languages:
French
Full Profile

Heather Flanagan Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Planner • Speaker • Spokesperson • Representative • Reporter • Business Development Manager • Operations Manager • Corporate Executive • Management Team Executive • Financial Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Law Specialist • Lawyers • Trust Law Attorney

Experience & Education

Position:
Vice President - Senior Wealth Planner at PNC Delaware Trust Company
Title:
Vice President - Senior Wealth Planner at PNC Trust Company
Location:
Wilmington, Delaware
Industry:
Banking
Work history:
PNC Delaware Trust Company - Wilmington, DelawareVice President - Senior Wealth Plannersince Apr 2012Private Practice AttorneyJul 2011 - Apr 2012
Full Profile

James Respess Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Attorney At Law • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager • Community Service Manager • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Government Administration Professional • Property Manager • Real Estate Manager

Experience & Education

Position:
Owner at Respess Financial Services, Owner at James W. Respess, Attorney At Law
Title:
Owner at James W. Respess, Attorney At Law
Location:
Dover, Delaware Area
Industry:
Insurance
Work history:
Respess Financial Services - 212 W. Main Street Suite 308, Salisbury, Md. 21801Ownersince Aug 2011James W. Respess, Attorney At Law Ownersince Oct 1966
Full Profile

Jon Roberts Newark, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Founder • Founding Member • Chief Executive • Vice President • Financial Manager • Human Resources Specialist • Recruitment • Supporting Member • Team Member • Agent • Outside Sales Representative • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Metallurgist • Metallurgical Engineer • Materials Engineer • Psychologist • Bachelor of Science • High School Diploma • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Servant at The Church of Apollonius of Tyana
Location:
Newark, Delaware
Industry:
Religious Institutions
Work history:
The Church of Apollonius of Tyana - AllServantsince Jan 2012Nonantum Financial Group of Landenberg FounderMar 2009 - May 2012
Skills:
Marketing, Risk Management, Advertising, Sales, Customer Service, Recruiting, Human Resources,...
Full Profile

Beth Miller Dover, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Supporting Member • Team Member • Partner • Chief Executive • Financial Manager

Experience & Education

Position:
Attorney at Morris James
Title:
Attorney at Morris James LLP
Location:
Dover, Delaware Area
Industry:
Law Practice
Work history:
Morris James Attorneysince 2008Schmittinger & Rodriguez, P.A. PartnerSep 1998 - Jan 2008
Skills:
Real Property, Estate Administration, Estate Planning, LLC, Tax, Trusts, Estate Law
Full Profile

Kathleen O'brien Wilmington, DE

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Master of Science • Advisor

Experience & Education

Position:
Vice President, Senior Trust Administrator at Wells Fargo Bank N.A.
Title:
Vice President & Senior Trust Administrator at Wells Fargo Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Wilmington, DelawareVice President, Senior Trust Administratorsince Jul 2012TESSERA Elder Consulting, LLC - Wheaton, ILFounderAug 2010 - Jul 2012
Certifications:
Certified Trust and Financial Advisor
Certified Senior Advisor
Full Profile

Dave Diamond Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyers • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Trust Law Attorney • Financial Manager • Master of Business Administration • Psychologist • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Attorney at Gordon, Fournaris & Mammarella, P.A.
Title:
Attorney at Gordon, Fournaris & Mammarella
Location:
Wilmington, Delaware
Industry:
Law Practice
Work history:
Gordon, Fournaris & Mammarella, P.A. - Wilmington, DelawareAttorneysince Mar 2012J.P. Morgan Managing Director and President of J.P. Morgan Trust Company of DelawareJun 1997 - Mar 2012
Skills:
Estate Planning, Trusts, Wealth Management, High Net Worth Individuals, Trust Services, Wealth...
Certified Financial Planner
Full Profile

Lisa Lamarche Wilmington, DE

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Representative • Advisor • Doctor of Medicine • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager

Experience & Education

Position:
Principal at Milestone Wealth Advisors, Registered Representative at LPL Financial
Title:
Assisting affluent women, entrepreneurs and retirees with the financial complexities that come with life's transitions.
Location:
Wilmington, Delaware
Industry:
Investment Management
Work history:
Milestone Wealth Advisors - Greenville, DelawarePrincipalsince May 2009LPL Financial Registered Representativesince 2001
Skills:
Retirement Planning, Investment Management, Comprehensive Financial Planning, Divorce Transition,...
Certifications:
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant(MD)
Full Profile

Paul Shickel Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Manager • Chief Executive • Operations Manager • Client Manager • Client Service Officer • Customer Service • Sales Manager • Financial Manager • Hospital Care Professional • Health Professional • Health Practitioner • Property Manager • Real Estate Manager • Reporter

Experience & Education

Position:
Senior Loan Workout Represenative at M&T Bank
Title:
Special Assets at M&T Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
M&T Bank - Wilmington, DelawareSenior Loan Workout Represenativesince 2011Florida Bank Vice President/Client Manager2010 - Oct 2010
CFP
Full Profile

Bill Brooks Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager

Experience & Education

Position:
Owner at Cuprosper
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Cuprosper - Rehoboth Beach, DEOwnersince Jan 2006Merrill Lynch Financial AdvisorSep 2004 - Nov 2005
Skills:
Credit Unions, Investments, Strategic Planning, Leadership Development, Executive Management,...
Full Profile

Joseph Quig Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Leader • Investor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Grassroots Task Force Chair for Delaware at Edward Jones, Primary and Secondary Growth Leader at...
Title:
CFP and Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Edward Jones Grassroots Task Force Chair for Delawaresince Nov 2008Edward Jones Primary and Secondary Growth Leadersince Mar 2002
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Full Profile

Sam Slabaugh Dover, DE

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Financial Planner at EST Financial
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
EST Financial Financial Plannersince Oct 1997Evergreen farm Owner1999 - 2010
CFP
Full Profile

Leonard Kingsley Wilmington, DE

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Business Analyst • Advisor • Analyst • Analysts • Executive Compensation • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Attorney At Law • Lawyers • Juris Doctor • Master of Business Administration • Bachelor of Science • Associate of Arts • High School Diploma

Experience & Education

Position:
Wealth Planning Consultant at WSFS Bank
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
WSFS Bank - Greenville, DelawareWealth Planning Consultantsince Feb 2013Commonwealth of PA - Harrisburg, PABusiness AnalystJan 2012 - Feb 2013
Languages:
Chinese
Certifications:
Certified Financial Planner™ professional, CFP® Board
Attorney at Law, New Jersey Supreme Court
Full Profile

Christopher Hayes Dover, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Dover, Delaware Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Dec 2008
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Celia Panzer Wilmington, DE

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Assistant Vice President • Corporate Executive • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist • Physical Therapists

Experience & Education

Position:
CEO and Principal at Wealth Management of Delaware Valley, LLC
Title:
Principal/Wealth Management of Delaware Valley, LLC
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wealth Management of Delaware Valley, LLC - Wilmington, DelawareCEO and Principalsince Jun 2012Janney Montgomery Scott Associate Vice PresidentJul 1997 - Oct 2001
Brokerage Jobs | CFP
Full Profile

Bud Mauger Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP CFP® at Schiavi + Dattani
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Schiavi + Dattani - 2710 Centerville Rd, Suite 201 Wilmington DE 19808VP CFP®since Jan 2012Fidelity Investments VP CFP®Sep 2002 - Jan 2012
Full Profile

Jeffrey Hoover Middletown, DE

Professions & Specialties

Manager • Assistant Vice President • Operations Manager • Vice President • Chief Executive • Support Manager • Managers

Experience & Education

Work

Company:
Professional expereince and accomplisments
Investment manager
Company:
Mbna america - Wilmington, DE
Structured finance support manager - assistant vice president

Skills

Treasury - Corporate Finance / Planning, Structured Finance Transactions Financial Management /...
Full Profile

Heather Hotaling Clayton, DE

Professions & Specialties

Puchasing and Estimating Manager • Business Administrator • Paralegal • Litigation Support Specialist • Operations Manager • Representative • Administrative Clerk • Clerical Specialist • Office Clerk • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate in Applied Science

Experience & Education

Work

Company:
Grace rishell ms np - South Glens Falls, NY
Office manger- health care administrator
Company:
Legal eagle paralegal services - Ballston Spa, NY
Paralegal-self employed
Full Profile

Thomas Cutonilli Wilmington, DE

Professions & Specialties

Production Manager • Production Director • Manager • Purchasing Managers • Operations Manager • Warehouse Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Director of Contracts

Experience & Education

Work

Company:
Omnicare - King of Prussia, PA
Procurement/production/warehouse manager
Company:
Drug information association - Horsham, PA
Procurement/contract/facilities manager
Full Profile

Tracey Fullen Bear, DE

Professions & Specialties

Puchasing and Estimating Manager • Supervisor • Managers • Assistant Manager • Business Administrator • Cooks • Financial Manager • Operations Manager

Experience & Education

Work

Company:
De travel center
Supervisor
Company:
Red robin restaurant - Christiana, DE
Certified trainer

Skills

ServSafe Certification / Accredited by the American National Standards Institute CFP
Full Profile

Stephen Nowak Newark, DE

Professions & Specialties

Financial Consultant • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Paralegal • Litigation Support Specialist • General Counsel • Of Counsel • Jurist • Legal Counsel • Planner • Business Administrator • Juris Doctor • Bachelor of Science • Client Service Officer • Customer Service • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Bank of america
Short sale negotiator
Company:
Law office of michael r. ippoliti
Paralegal/it support
Full Profile

Nick Carter Lewes, DE

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Agent • Sales Representative • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Administrative Associate • Air Transportation Worker • Administrative Clerk • Clerical Specialist • Bachelors Degree

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Relocation, Consulting
Work:
Jack Lingo Realtor
1240 Kings Highway, Lewes, DE 19958
Experience:
27 years years
Languages:
Spanish
Full Profile

Laurie Lynch Baltimore, MD

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Business Manager • Office Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Financial Manager • Operations Manager • Hospitality Manager • Tourism Professional • Hospitality Professional • Management Team Executive • Sales Representative • IT Specialist

Experience & Education

Position:
Client Services and Office Manager Financial Services at Middleton Gardiner Group, LLC
Title:
Operations, Financial Services, Client Services
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Middleton Gardiner Group, LLC Client Services and Office Manager Financial Servicessince 2009Create A Scene Business Manager2005 - 2008
a CFP
Full Profile

Steven Director Wilmington, DE

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Director • Chairperson • Chairman of the Board • Board Member • Operations Manager • Chief Executive • Financial Manager • Management Team Executive • Secretary • Speaker • Spokesperson • Representative

Experience & Education

Office:
Bayard, P.A.
222 Delaware Avenue, Suite 900, Wilmington, DE 19801
Phone:
(302) 429-4222 (Phone)
Specialties:
Business Transactions, Taxation
ISLN:
907838720
Admitted:
1977, Delaware, 1993, Maryland
Biography:
Steven R. Director (Steve) is a director at Bayard. Steve has over 30 years of experience in the...
Full Profile

John Molster Baltimore, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Captain • Associate Professor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Security • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analysts • Chief Executive • Financial Manager • Financial Officer • Business Administrator • High School Diploma • Market Research Analyst

Experience & Education

Position:
Wealth Manager at Williams Asset Management, Captain, S-3 Training Officer at Maryland Defense...
Title:
Wealth Manager at Williams Asset Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Williams Asset Management - Columbia, MarylandWealth ManagerMaryland Defense Force Captain, S-3 Training Officersince 2012
Skills:
Investments, Portfolio Management, Customer Relations, Asset Allocation, New Business Development,...
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Consultant, The American College
Full Profile

Rob Coursey Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Service Manager • Agent • Sales Account Associate • Client Service Officer • Sales Representative • Sales Executive • Secretary • Customer Service • Sales Manager • Operations Manager • Financial Manager • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Title:
Annuity Wholesaler seeking a new position
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
National Corporate Research - Newark, DEAccount ExecutiveApr 2012 - Nov 2012Prudential Financial - Dresher, PARegional Sales AssociateJan 2012 - Mar 2012
Skills:
Annuities, Retirement Planning, Insurance, Series 6, Investments, Customer Service, Risk...
Full Profile

James Lee Philadelphia, PA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Advisor • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Financial Manager • Model • Technical Specialist • Technical Support Specialists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at Strategic Foresight Investments
Title:
Investment Advisor and Futurist
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Strategic Foresight Investments - Wilmington, DEFoundersince Sep 2012Lau Associates - Wilmington, DEPortfolio ManagerJan 1998 - Mar 2011
Certifications:
Chartered Market Technician (CMT), Market Technicians Association
Chartered Financial Analyst (CFA), CFA Institute
Certified Financial Planner,CFP
Full Profile

George Slook Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Business Consultant • Advisor • Associate Professor • Lecturer • Postsecondary Teacher • Non-Profit • Admiral • Master of Business Administration • Master of Science • Financial Officer • Financial Manager

Experience & Education

Position:
Business Consultant at Metafocus, Inc., Business Consultant at Widener SBDC, Adjunct Professor at...
Title:
Small Business Consultant
Location:
Greater Philadelphia Area
Industry:
Management Consulting
Work history:
Metafocus, Inc. - Southampton, PABusiness Consultantsince 1993Widener SBDC - Chester, PABusiness Consultantsince 2009
Full Profile