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Financial Advisers in Arizona

Financial Advisers in Phoenix, AZ

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54 results found

Daniel Garnett Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Counselor • Contractor • Advisor • Chief Executive • Team Member • Managers • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
Business Development Manager at Ajilon
Title:
Business Development Manager at Ajilon Professional Staffing
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Ajilon Business Development Managersince Jul 2013Primerica - ScottsdaleIndependent Contractor/Financial AdviserOct 2012 - Mar 2013
Skills:
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, CRM, Social Media...
Languages:
Spanish
Full Profile

John Null Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Army Lieutenant Colonel • Commander • Advisor • Representative • Security • Counselor • Animal Doctor • Animal Care Giver • Animal Caretaker • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Advisor at Senior Advisors of the East Valley
Title:
Independent Financial Advisor serving the senior market with asset protection, Medicare plans, Aid and Attendance,LTC
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Senior Advisors of the East Valley - Chandler ArizonaIndependent Advisorsince Oct 2010Cambridge Financial - ChandlerRegistered RepresentativeMar 2008 - Oct 2010
Full Profile

Christie Van Wormer Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Owner • Operations Manager • Managers • Buyer and Seller • Sales Representative • Recruitment • Data Scientist • Sports Trainers

Experience & Education

Position:
Administrative Manager at Rayhons Financial Solutions
Title:
Rayhons Financial Services
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Rayhons Financial Solutions Administrative Managersince Feb 2011Sate Board of Athletic Training Administrative AssistantJul 2009 - May 2010
Skills:
Administrative Assistants, Spreadsheets, Customer Service, Microsoft Office, Recruiting, System...
Full Profile

Justine Craft Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Bookkeeper • Tax Preparer • Tax Accountant • Fiduciary • Trust Law Attorney • Lawyers • Advertising Professional • Advertising Sales Agent • Marketing Manager • Project Managers • User Interface Designer • Software Developers • Administrative Clerk • Clerical Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Bookkeeper and Financial Adviser Assistant at Dane Holdings, Inc, Owner at Phx Tonight
Title:
Owner at Phx Tonight
Location:
Phoenix, Arizona Area
Industry:
Marketing and Advertising
Work history:
Dane Holdings, Inc Bookkeeper and Financial Adviser Assistantsince Dec 2011Phx Tonight - Phoenix, Arizona AreaOwnersince Sep 2011
Skills:
Photography, Photoshop, Illustrator, Web Design, Graphic Design, Social Media, Logo Design, Leases, ...
Full Profile

Claudia Nanu Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Ameriprise financial
Registered support assistant
Company:
Usaa
Financial adviser
Full Profile

Greg Lane Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Moderator • Advisor • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
President at Lane Financial, P.C., Moderator -live webcasts at Bisk Education
Title:
Greg Lane, CPA, CFP®, is an experienced financial adviser and a Registered Investment Adviser.
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Lane Financial, P.C. Presidentsince 1995Bisk Education - National audienceModerator -live webcastssince 1997
Skills:
financial plan second opinions, Public Speaking, Insurance, Retirement Planning, Financial...
Full Profile

Sandra Samon Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at USAA
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
USAA Financial Adviser
Full Profile

David Nimmo Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Teller • Loan Officers • Advisor • Leader • Managers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Manager • Customer Relations • Marketing Manager • Operations Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Bachelors Degree • Chef • Chef De Partie • Food Preparer • Food Preparation Worker • Cooks • Human Resources Specialist • Recruitment

Experience & Education

Position:
Financial Adviser at Your Company Name Here
Location:
Phoenix, Arizona Area
Industry:
Higher Education
Work history:
Your Company Name Here Financial Advisersince Nov 1998South University - Phoenix, Arizona AreaSenior Military Admissions AdvisorMar 2010 - Feb 2012
Skills:
Admissions, Higher Education, Student Financial Aid, Leadership, Enrollment Management, Analysis,...
Full Profile

Kent Wellborn Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Consultant • Certified Financial Planner • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Underwriter • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Adviser at Northwestern Mutual
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisersince Apr 2000
Skills:
Personal Needs Analysis : Business Needs Analysis : Estate Analysis : Retirement Solutions
Full Profile

Yuerg Eichmann Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Planner • Estate Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Financial Planner • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial and Estate Planner specializing in retirement planning at ELBA FINANCIAL LLc
Title:
Certified Retirement Financial Adviser CRFA/NAFA Financial Planner and RE Expert
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
ELBA FINANCIAL LLc - Scottsdale, Glendale AZFinancial and Estate Planner specializing in retirement planningsince Jan 2008
Skills:
Finance, Retirement Planning, Retirement, Portfolio Management, Investments
Full Profile

Joseph Downs Phoenix, AZ

Professions & Specialties

Banker • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Operations Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Work

Company:
Merrill lynch - Tempe, AZ
Internal wealth management banker
Company:
Merrill lynch - Scottsdale, AZ
Financial adviser
Full Profile

Roberto Pina Phoenix, AZ

Professions & Specialties

Financial Adviser • Banker • Financial Services Professional • Financial Services Sales Agent • Client Service Officer

Experience & Education

Work

Company:
Take charge america
Financial adviser
Company:
Wells fargo bank - Phoenix, AZ
Phone banker
Full Profile

Phil Lowe Phoenix, AZ

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Adviser • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Financial Manager • Customer Service

Experience & Education

Position:
Certified Financial Planner (TM) at Total Investment Management
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Total Investment Management - Scottsdale AZCertified Financial Planner (TM)since Jan 1996Southwest Airlines - Phoenix, AZCaptain1989 - 2005
Full Profile

Diane Kukulka Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Adviser • Financial Services Sales Agent • Financial Specialist • Mortgage Specialist • Loan Officers • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Administrator • Operations Manager • Sales Representative

Experience & Education

Title:
Mortgage Financial Services Professional
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Balboa Insurance Group Associate Operations RepresentativeApr 2009 - Dec 2009Edward Jones Branch Office Administrator TraineeAug 2008 - Sep 2008
Skills:
Process Improvement, Underwriting, Sales, Negotiation, Mortgage Underwriting, Customer Service,...
Full Profile

Chad Tucker Scottsdale, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Representative • Counselor • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Corporate Executive • Chief Executive

Experience & Education

Position:
Registered Representative at NYLIFE Securities LLC, Financial Adviser at Eagle Strategies, LLC,...
Title:
Financial Adviser at Eagle Strategies LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
NYLIFE Securities LLC - 6710 N. Scottsdale Road, Suite 160, Scottsdale, AZ 85253Registered Representativesince Jan 2012Eagle Strategies, LLC - 6710 N. Scottsdale Road, Suite 160, Scottsdale AZ 85253Financial Advisersince Feb 2012
Full Profile

Nathan Grintjes Scottsdale, AZ

Professions & Specialties

Financial Adviser • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Representative • Advisor

Experience & Education

Position:
Client Relationship Specialist at Vanguard
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Vanguard - Scottsdale, AZClient Relationship Specialistsince May 2013Financial Design Group - Phoenix, AZFinancial AdviserJan 2013 - May 2013
Full Profile

Lawrence Brown Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Blogger • Authoress • Author • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Sales at USAA, Retirement Planning at USAA
Title:
MLM Marketer, Blogger, Writer, Financial Adviser at USAA
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
USAA Life Insurance Salessince Mar 2007USAA Retirement Planningsince 2007
Full Profile

Gregory Reinhart Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Account Service Manager • Advisor • Jurist • Legal Counsel

Experience & Education

Position:
Financial Adviser at USAA
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
USAA Financial Advisersince Jan 2010Bank of America ASSOCIATE VICE PRESIDENTOct 2008 - May 2009
Skills:
Account Development, Client Relationship Management, Financial Product Representation, Presentation ...
Full Profile

Theresa Jacoby Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Sales Representative

Experience & Education

Title:
Administrative Assistant
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
North Star Resource Group Administrative AssistantJan 2009 - May 2010New England Financial Administrative AssistantApr 2007 - Jun 2008
Full Profile

Stephanie Wheeler Phoenix, AZ

Professions & Specialties

Banker • Financial Adviser • Teller • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Customer Service • Client Service Officer • Retail Salesperson • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Banker at Wells Fargo
Location:
Phoenix, Arizona Area
Industry:
Banking
Work history:
Wells Fargo - 3402 W Bell RdPersonal Bankersince Aug 2011Wells Fargo TellerSep 2010 - Sep 2011
Full Profile

Aaron Friedman Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Representative • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners • Operations Manager • Athletes

Experience & Education

Position:
Financial Representative at Guradian Life Insurance Company of America
Title:
Showing people a different way to protect and save
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Guradian Life Insurance Company of America Financial Representativesince Feb 2009Principal Financial Group Financial AdviserJan 2008 - Jan 2009
Full Profile

Chaz Stanton Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Security • Counselor • Advisor • Performer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at USAA Financial Planning
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
USAA Financial Planning - United StatesFinancial Advisersince Feb 2009Wells Fargo Investments - Phoenix, Arizona AreaInvestment ConsultantJan 2007 - Feb 2009
Full Profile

Jon Geib Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Bachelor of Business Administration • Sales Manager

Experience & Education

Title:
Financial Adviser
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Merrill Lynch - Phoenix, Arizona AreaFinancial AdviserJan 2011 - Feb 2013US Army - Phoenix, Arizona AreaSniper Section LeaderApr 2008 - Apr 2012
Full Profile

Stuart Wells Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Model • Non-Profit • Government Administration Professional • Operations Manager • Community Service Manager

Experience & Education

Position:
Financial Adviser at USAA
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
USAA - Phoenix, Arizona AreaFinancial Advisersince Nov 2012Vanguard - Scottsdale, AZFlagship Assigned RepresentativeJun 2008 - Nov 2012
Full Profile

David Lewark Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Retail Salesperson • Music Artist • Musicians • Sales Director • Sales Manager • Managers

Experience & Education

Position:
Financial Adviser at Edward Jones
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Edward Jones - Glendale AZFinancial Advisersince Feb 2013
Skills:
Music Production, Guitarist, Sales, Sales Management, Team Leadership, Training, Marketing,...
Full Profile

Ted Churchill Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Manager at Contango Capital Advisors
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Contango Capital Advisors Wealth ManagerBG Associates Financial adviser2004 - 2006
Full Profile

Ryon Frisch Phoenix, AZ

Professions & Specialties

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

Experience & Education

Title:
Financial Adviser / Financial Services Representative at MetLife
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Joshua George Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Relationship Manager at Charles Schwab
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Charles Schwab Relationship Managersince Jun 2008Smith Barney Financial AdviserJul 2006 - Jun 2008
Skills:
Series 7, Series 66
Full Profile

Alexa Morgenroth Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Education Management Professional • Managers • Team Member • Educational Counselor • Physician Assistant • Physicians Assistant • Hunter • Client Service Officer • Customer Service

Experience & Education

Title:
Education Management Professional/ Financial Adviser
Location:
Phoenix, Arizona Area
Industry:
Education Management
Full Profile

Smith, Jeff Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Axa Equitable
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Axa Equitable Financial Adviser
Full Profile

Alan Smith Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial adviser at Edward Jones
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Edward Jones Financial adviser
Full Profile

Paula Floth Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Adviser at Wells Fargo
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Wells Fargo Financial Adviser
Full Profile

Kent Welborn Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at Northwestern Mutual
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Jose Lopez Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Adviser at JCL Investments
Title:
FINANCIAL ADVISER
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
JCL Investments Advisersince Jan 2006
Full Profile

M Welborn Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at Northwestern Mutual
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Alan Moschioni Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at New York Life ChFC at Moschioni Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Billie Shank Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Adviser at USAA
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Full Profile

Wendy Kenney Phoenix, AZ

Professions & Specialties

Financial Services Sales Agent • Financial Specialist • Founder • Chairperson • Founding Member • Chief Executive • Marketing Manager • Senior Online Leader • Inbound Marketer • Internet Marketing Manager • Web Marketer • PR and Communications Professional • Public Relations Professinal • Operations Manager • Advertising Professional • Advertising Sales Agent • Business Administrator • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Bachelor of Science

Experience & Education

Position:
Public Relations and Marketing Firm at 23 Kazoos LLC.
Title:
Founder and President at 23 Kazoos LLC.
Location:
Phoenix, Arizona Area
Industry:
Public Relations and Communications
Work history:
23 Kazoos LLC. Public Relations and Marketing Firmsince Apr 201323 Kazoos LLC. - Phoenix, Arizona AreaSocial Media Marketing FirmApr 2009 - May 2013
Skills:
Marketing Speaker, Author, Social Media Marketing, Marketing Strategy, Public Relations, Publicity, ...
Financial Adviser at Pinnacle Financial Advisors
Full Profile

Joshua Jones Phoenix, AZ

Professions & Specialties

Banker • Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Representative • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Performer • Business Administrator • Advertising Professional • Advertising Sales Agent • Operations Manager

Experience & Education

Position:
Personal Financial Representative at Allstate
Title:
Personal Financial Representative at Allstate Financial
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Allstate - East Valley Phoenix ArizonaPersonal Financial Representativesince May 2012Merrill Edge - Chandler, AZSenior Financial Solutions AdvisorAug 2010 - Mar 2012
Skills:
Direct Sales, Mutual Funds, Stock Market, Insurance, Microsoft Office, Customer Relations,...
Languages:
English, Spanish
Full Profile

Jason Hamilton Phoenix, AZ

Professions & Specialties

Account Service Manager • Client Service Officer • Chief Executive Officer • Corporate Executive • Chief Executive • Marketing Manager • SEO Specialist • Advertising Professional • Web Marketer • Advertising Sales Agent • Non-Profit • Customer Service

Experience & Education

Position:
Account Executive at Fasturtle Interactive, General Manager at Skeptical Chymist
Title:
Sales Professional
Location:
Phoenix, Arizona Area
Industry:
Marketing and Advertising
Work history:
Fasturtle Interactive Account Executivesince Nov 2009Skeptical Chymist General Managersince Jan 2007
Worked as a financial adviser via outbound sales to individual..
Full Profile

Matthew Vitiello Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Professional • Advertising Sales Agent • Supporting Member • Team Member • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Digital Marketing Specialist at GannettLocal
Location:
Phoenix, Arizona
Industry:
Marketing and Advertising
Work history:
GannettLocal - Phoenix, Arizona AreaDigital Marketing Specialistsince Aug 2013The Producers Group-East - Greater New York City AreaMarketing AssociateDec 2011 - May 2013
Certifications:
Life, Accident, and Health Insurance License, New York, California, Florida, New Jersey
Series 6 License (NY), New York, California, Florida, New Jersey
Full Profile

Ashley Hilscher Phoenix, AZ

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Talent Acquisition Advisor • Talent Agent • Automotive Specialist • Automotive Professional • Managers

Experience & Education

Position:
Mortgage Processor at JPMorgan Chase
Title:
Human Resources
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Phoenix, Arizona AreaMortgage Processorsince Jul 2012JPMorgan Chase Loss Mitigation SpecialistDec 2010 - Jun 2012
Skills:
Customer Service, Employee Relations, Team Building, Coaching, Microsoft Office, Career...
Languages:
Spanish
Full Profile

Peter Blackman Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive

Experience & Education

Position:
Founder at Debt Free Financial Planning, Founder at Frugal Green Retirement Community
Title:
Founder at Frugal Green Retirement Community
Location:
Phoenix, Arizona Area
Industry:
Internet
Work history:
Debt Free Financial Planning - Phoenix, AZFoundersince Feb 2011Frugal Green Retirement Community - Phoenix, Arizona AreaFoundersince Jan 2010
From 1997 to 2003 worked as a Financial adviser
Full Profile

Danny Adams Phoenix, AZ

Professions & Specialties

Owner • Chairperson • Chief Executive

Experience & Education

Work

Company:
Pet care at the pointe (south mountain)
Owner/ president

Skills

Residencial Mortgage Financial Adviser. DDA Investment and Consulting LLC.
Full Profile

Mauricio Valencia Phoenix, AZ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Partner • Chief Executive • Marketing Manager • Consumer Goods Professional • Commodities Clerk • Branch Manager • Field Marketing Specialist • Marketing Administrator • Training and Development • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Nerium Brand Partner at Nerium International
Location:
Phoenix, Arizona Area
Industry:
Consumer Goods
Work history:
Nerium International Nerium Brand Partnersince Sep 2012Chase Branch ManagerAug 2010 - Aug 2012
financial adviser or training specialist in Phoeni..
Full Profile

Joanna Prokopowicz Phoenix, AZ

Professions & Specialties

Teller • Accounts Payable Specialist • Finance and Accounting Specialist • Accounts Payable • Accounting Bookkeeper • Bookkeeper • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Accounts Payable Analyst at Xerox
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Xerox - Tempe, AZAccounts Payable Analystsince Sep 2008Wells Fargo Bank - Fort Wayne, Indiana AreaTellerJun 2007 - Jul 2008
Financial Adviser at Xelion
Full Profile

Lisa Steinbring Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • District Manager • Vice President • Region Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Manager • Operations Manager • Marketing Manager • Management Consultant • Counselor • Advisor • Management Analyst • Analysts • Branch Manager • Field Marketing Specialist • Marketing Administrator • Recruitment

Experience & Education

Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Wachovia, A Wells Fargo Company Retail Bank District Manager, Vice President2007 - 2010Independent Consultant Customer Relationship Strategist2002 - 2007
Skills:
STRATEGIC PLANNING, PROJECT MANAGEMENT, BUSINESS DEVELOPMENT, CUSTOMER SATISFACTION, PROFITABLE...
Financial Adviser at LPL Financial
Full Profile

Anthony Williams Phoenix, AZ

Professions & Specialties

Founder • Owner • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor

Experience & Education

Position:
Owner at Mosaic Financial Associates, Founder at Mosaic Financial Associates
Title:
Founder of Mosaic Financial Associates
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Mosaic Financial Associates Ownersince Jan 2008Mosaic Financial Associates Foundersince Jan 2008
Skills:
Estate Planning, Wealth Management, Financial Planners, Portfolio Management, Tax, Small Business,...
Financial Adviser at North Star Resource Group
Full Profile

Daniel Clu Phoenix, AZ

Professions & Specialties

Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Lindblad Financial Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Lindblad Financial Group Ownersince Aug 1987
Skills:
Personal Insurance & Investment Planning:, Our extensive experience in financial services, enables...
As a financial adviser through Eagle Strategies LLC
Full Profile

Kyle Pugel Phoenix, AZ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Mortgage Advisor at Coldwell Banker Home Loans
Title:
Scottsdale
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Coldwell Banker Home Loans - Scottsdale, AZMortgage Advisorsince Oct 2011Quicken Loans - Scottsdale, AZMortgage BankerMay 2011 - Sep 2011
Financial Adviser at AXA Advisors
Full Profile


Financial Advisers near Phoenix, AZ036912ScottsdaleGlendaleTempe