2 results found
Robert Caldwell Monroeville, PA
Professions & Specialties
Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager
Experience & Education
Position:
Franchisee at Ameriprise Financial, Financial Advisor, Certified Financial Planner at Ameriprise...
Title:
Certified Financial Planner and Qualified Kingdom Advisor at Ameriprise Financial, Inc CA Insurance License #OH60080
Location:
Monroeville, Pennsylvania
Industry:
Financial Services
Work history:
Ameriprise Financial Franchiseesince Nov 1989Ameriprise Financial - Monroeville, PAFinancial Advisor, Certified Financial Plannersince Nov 1989
David Trafican Pittsburgh, PA
Professions & Specialties
Certified Financial Planner • Puchasing and Estimating Manager • Sales Manager • Sales Director • Manager • Operations Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager
Experience & Education
Position:
Registered Representative at Western & Southern Financial Group
Title:
Sales Manager with Western & Southern Life.
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
Western & Southern Financial Group - Monroeville, PARegistered Representativesince Feb 2010Smokey Bones Bar & Fire Grill ManagerJul 2006 - Dec 2009
Skills:
Insurance, Sales Management, Retirement Planning, Retirement, Estate Planning, Disability...