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Financial Advisers in Washington

Financial Advisers in Seattle, WA

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41 results found

Suzanne Greub Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Producer • Subject Matter Expert • Counselor • Skilled Professional • Advisor • Economic Expert • Economist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Director • Chief Operating Officer • Chief Executive Officer • Chief Research Officer • Chief Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Analysts • Psychology Specialist

Experience & Education

Title:
Business Development, Marketing & Sales, Project Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Biz Kid$ LLP - Seattle, WAConsulting Producer2010 - 2012Delafield Hambrecht - Seattle, WAHead of Institutional Equity Sales2004 - 2006
Skills:
Film Production, Research, Public Relations, Asset Managment, Portfolio Management, Stock Market...
Full Profile

Phillip Lin Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Project Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Project Managers • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Market Analyst • Market Research Analyst • Managers • Tour Guide • Marketing Manager • Web Marketer • Certified Auditor • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Business Operations Expert at KiArba
Location:
Greater Seattle Area
Industry:
Market Research
Work history:
KiArba - Seattle, WAVendor & Project ManagerJan 2012 - Feb 2013Merrill Lynch - Seattle, WAFinancial AdviserMay 2011 - Dec 2011
Skills:
Strategic Financial Planning, Sales Management, Business Development, Financial Analysis, New...
Languages:
English, Chinese, Taiwanese
Certifications:
Series 7 Securities License, FINRA
Series 66 Securities License, FINRA
Full Profile

Bob Thurmond Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
Financial Adviser
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC Financial AdviserFeb 2009 - May 2013New York Life Insurance Company AgentOct 2008 - May 2013
Skills:
Retirement Planning, Estate Planning, Fixed Annuities, Insurance, Finance, Succession Planning,...
Full Profile

Elizabeth Lambert Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Adviser at Covenant Resources
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Covenant Resources Financial Advisersince Dec 2001
Full Profile

Laurie Adams Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Wealth Management at Eagle Strategies, LLC, Community Service at Various
Title:
Wealth Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies, LLC - Greater Seattle and BellevueWealth Managementsince 2008Various Community Servicesince 2006
Languages:
English, Japanese
Full Profile

Bruce Brennen Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at Eagle Strategies LLC, Financial Services Professional at NYLIFE Securities...
Title:
Financial Adviser at Eagle Strategies LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies LLC - Bellevue, WashingtonFinancial Advisersince Mar 1999NYLIFE Securities LLC - Bellevue, WashingtonFinancial Services Professionalsince Sep 1986
Full Profile

Daniel Cook Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • SalesForce Administrator • Database Administration Professional • Database Administrator • Student Worker

Experience & Education

Position:
Financial Adviser & Research Analyst at Oppenheimer & Co.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. Financial Adviser & Research Analystsince Jan 2012Intelius InternJun 2009 - Sep 2009
Skills:
Access, MSN AdCenter, Google Adwords, Microsoft Excel, PowerPoint, Social Media Marketing,...
Full Profile

Barbara Boren Seattle, WA

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
KMS Financial Services, Inc. at Financial Adviser
Title:
Income For Life & Long Term Care Solutions
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Financial Adviser - Greater Seattle AreaKMS Financial Services, Inc.since 1989
Skills:
Long-term Care, Event Planning, Workshop Facilitator, Client Service, Retirement Planning, Estate...
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Freda Zimmerman Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Representative • Counselor • Project Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
Financial Adviser for Eagle Strategies LLC at Eagle Strategies LLC, Registered Representative at...
Title:
Agent at New York Life Insurance Company
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies LLC - Greater Seattle AreaFinancial Adviser for Eagle Strategies LLCsince 2001NYLIFE Securities LLC - Greater Seattle AreaRegistered Representativesince 1983
Full Profile

Donald Mills Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Advanced Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Advanced Financial Adviser at Ameriprise Financial Services, Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Advanced Financial Advisorsince May 2009Smith Barney Financial Advisor2005 - 2009
Full Profile

Kyle Dunn Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager, CPA at Avanade
Title:
Manager, CPA
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Avanade - Greater Seattle AreaManager, CPAsince Feb 2007
Full Profile

Marshall Behm Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Security • Supporting Member • Contractor • Team Member • Independent Representative • Commissioner • Mediator • Certified Nurse Aide • Nurse • Nurse Practitioner • Field Engineer • Independent Business Owners

Experience & Education

Position:
Independent Insurance Agent at MPB ENTERPRISE LLC
Location:
Greater Seattle Area
Industry:
Insurance
Work history:
MPB ENTERPRISE LLC Independent Insurance Agentsince 2008BAE Systems Field EngineerMar 1990 - Jun 2006
Full Profile

Donny Mills Seattle, WA

Professions & Specialties

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

Experience & Education

Title:
Advanced Financial Adviser at Ameriprise Financial Services, Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Full Profile

Niki Reading Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Freelance Reporter • Correspondent • Reporter • Manager • Operations Manager

Experience & Education

Position:
Freelance reporter at Niki Reading, Student Publication Manager at University of Washington Tacoma
Title:
Journalist
Location:
Greater Seattle Area
Industry:
Media Production
Work history:
Niki Reading Freelance reportersince Oct 2011University of Washington Tacoma Student Publication Managersince Oct 2007
Full Profile

Gary Melonson Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Associate Director-Investments at Oppenheimer & Co. Inc
Title:
at Oppenheimer & Co. Inc
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. Inc - Greater Seattle AreaAssociate Director-Investmentssince Mar 2009Smith Barney Financial AdviserApr 1998 - Mar 2009
Full Profile

Kristen Gulbran Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Eagle Strategies LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies LLC - Bellevue WashingtonFinancial Advisorsince Aug 1988
Full Profile

Suwa Hitoshi Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial adviser at New York Life Insurance Company
Title:
Agent at New York Life Insurance Company
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial advisersince Mar 2003
Full Profile

Kevin Peterson Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at Eagle Strategies LLC, A Registered Investment Adviser
Title:
Financial Adviser Eagle Strategies LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies LLC, A Registered Investment Adviser Financial Advisersince Jul 2000
Full Profile

Viktorya D Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Account Services Manager at Senior Financial Advisors, Inc.
Title:
Assistant to Financial Adviser
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Senior Financial Advisors, Inc. Account Services Managersince Jun 2006HouseValues.com Customer Service RepresentativeJan 2000 - Jun 2002
Skills:
Management, wealth management, financial reports, client support
Full Profile

Suzanne Greub Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Psychology Specialist

Experience & Education

Work

Company:
Bizkids llp - Seattle, WA
In-house financial adviser
Company:
Centsmatters llc / teencents - Bainbridge Island, WA
President & founder
Full Profile

Viktorya Dadyan Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Account Services Manager at Senior Financial Advisors, Inc.
Title:
Assistant to Financial Adviser
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Senior Financial Advisors, Inc. Account Services Managersince Jun 2006HouseValues.com Customer Service RepresentativeJan 2000 - Jun 2002
Full Profile

Jim Young Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller

Experience & Education

Work

Company:
Swiss arbon conversion, llc
Chief financial officer/controller
Company:
Shanghai j and j investment zaagement co, ltd
Financial adviser
Full Profile

Yuqing Doty Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at Morgan Stanley Smith Barney
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Adviser
Full Profile

Curt Lightle Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Adviser at Eagle Strategies Corp
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Eagle Strategies Corp Financial Adviser
Full Profile

Eric Demarse Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Analysts

Experience & Education

Work

Company:
Microsoft
Licensing analyst
Company:
Esi financial - Grand Rapids, MI
Financial adviser
Full Profile

Nanjoo Provine Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Plastic Surgeon • Reconstructive Surgeon • Surgical Specialist • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial adviser at Remington Plastic Surgery
Location:
Greater Seattle Area
Industry:
Hospital & Health Care
Work history:
Remington Plastic Surgery Financial adviser
Full Profile

Rudy Castillo Seattle, WA

Professions & Specialties

Banker • Loan Officer • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Financial Specialist • Relationship Manager • Account Service Manager • Client Service Officer • Partner • Treasurer • Chief Executive • Financial Officer • Financial Manager • Customer Service • Shop Manager • Department Manager • Operations Manager • Sales Manager • Department Supervisor • Manager • Underwriter • Correspondent • Reporter • Investor • Bachelor of Science • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Business Relationship Manager at Wells Fargo Bank
Title:
Business Relationship Manager with Wells Fargo Bank
Location:
Greater Seattle Area
Industry:
Banking
Work history:
Wells Fargo Bank - Seattle Metro Business Banking GroupBusiness Relationship Managersince Jul 2011BNI - West SeattleMemberJan 2009 - Sep 2012
Skills:
Commercial Lending, Mortgage, Cash Management, Loans, Credit, Lines Of Credit, Underwriting,...
Languages:
Spanish
Full Profile

Paul Lindberg Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Compliance Manager • Financial Officer • Financial Manager • Chief Executive • Information Technology Specialist • IT Specialist • Business Development Manager • Operations Manager • Computer Software Professional • Computer Specialist • Software Developers • Sports Trainer • Sports Trainers • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Designers • Guide • Business Specialist • Tour Guide • Sales and Service Specialist • Services Professional • Sales Representative • Sales Agent • Underwriter • Video Editing Professional • Video Editor • Associate of Arts • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Finance Manager - MSLI LCC at Microsoft Licensing
Title:
Finance Manager - Microsoft
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Microsoft Licensing - Greater Seattle AreaFinance Manager - MSLI LCCsince Nov 2012Microsoft (Vendor) - Greater Seattle AreaLicense Compliance ManagerMar 2011 - Nov 2012
Skills:
Microsoft Licensing, Compliance, Licensing Negotiations, Account Management, Sales Management,...
Certifications:
Sales Specialist - Virtualization, Microsoft Partner Network
Life Underwriter Training Council Fellowship, American College, Bryn Mawr, PA
Full Profile

Gigi Basaure Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Translator • Bilingual Communications Specialist • Linguist • Language Specialist • Advertising Professional • Marketing Administrator • Advertising Sales Agent • Marketing Manager • Field Marketing Specialist • Operations Manager • Mayor • City Manager • Civil Servant • Organization Management

Experience & Education

Position:
Spanish Translator at Quorum Review
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Quorum Review - Greater Seattle AreaSpanish Translatorsince Jul 2009Conexión Marketing Marketing CoordinatorAug 2006 - Jul 2009
Financial Adviser at Banco Sol
Full Profile

Christie Mueller Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Representative • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securites, LLC at...
Title:
Financial Advisor at Eagle Strategies, LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - 116 Williams Ave S, Renton, WA 98056Agent of New York Life Insurance Company and Registered Representative of NYLIFE Securites, LLCsince 1985Mueller and Associates Owner/Principalsince Oct 1985
Skills:
IRAs
Languages:
Spanish
I am a Financial Adviser offering investment advisory ser..
Full Profile

Evangeline Thomas Seattle, WA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Counselor • Advisor • Retail Professional • Consumer Goods Professional • Retail Salesperson • Commodities Clerk • Supervisor • Business Administrator • Front Office Receptionist • Clerical Specialist • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Bookkeeper • Finance and Accounting Specialist • Accounting Bookkeeper • Human Resources Specialist • Employee Placement Specialist • Recruitment • Chief Administrative Officer • Director • Chief Executive • Operations Manager • Master of Business Administration • Bachelor of Science • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Independent Beauty Consultant at Mary Kay Inc., Retail Sales Merchandiser at Advantage Sales &...
Title:
Independent Beauty Consultant at Mary Kay Inc.
Location:
Greater Seattle Area
Industry:
Consumer Goods
Work history:
Mary Kay Inc. Independent Beauty Consultantsince Mar 2013Advantage Sales & Marketing Retail Sales Merchandisersince Jan 2013
Skills:
Customer Service, Team Building, Sales, Microsoft Excel, Outlook, PowerPoint, Microsoft Word,...
Full Profile

Norris Cfs Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Senior Investment Advisor at The Mutual Fund Store, Mutual Fund Specialist at The Mutual Fund Store
Title:
Mutual Fund Specialist at The Mutual Fund Store
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
The Mutual Fund Store Senior Investment Advisorsince Jan 2008The Mutual Fund Store Mutual Fund Specialistsince Jan 2008
Skills:
Financial Adviser, Certified Mutual Fund Specialist
Full Profile

Mark Zayshlyy Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Manager • Operations Manager • Project Managers • Coordinator • Project Manager • Managers • Customer Service • Client Service Officer • Chief Executive • Community Service Manager • Business Administrator • Counselor • Advisor • Government Administration Professional • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Supply Chain Manager
Location:
Greater Seattle Area
Industry:
Import and Export
Work history:
CMH Label Group - Greater Los Angeles AreaSupply Chain CoordinatorMar 2011 - Dec 2011Quality Floors LLC. - Greater Seattle AreaAssistant Project ManagerJun 2009 - Dec 2010
Assistant to a Financial Adviser at Snider Retirement Strategies
Full Profile

Benjamin Yan Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Quality Engineer • Lead QA Engineer • Compliance Engineer • JavaScript Developer • Software Developer • Software Developers • Market Analyst • Market Research Analyst • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Workforce Development Specialist • Training and Development

Experience & Education

Position:
Senior QA Engineer at hawkeye
Title:
Senior QA Engineer at Hawkeye | Cohesion
Location:
Greater Seattle Area
Industry:
Market Research
Work history:
Hawkeye Senior QA Engineersince Apr 2006Excell Data ConsultingDec 2004 - Feb 2006
Skills:
Agile Methodologies
Financial Adviser at First Investors
Full Profile

Molly Brown Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Editor • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Account Service Manager • Client Service Officer • Entertainment Professional • Entertainer • Bachelor of Arts • PR and Communications Professional • Public Relations Professinal • Wellness and Fitness • Customer Service

Experience & Education

Position:
Editor at TCS & Starquest Expeditions
Location:
Seattle, Washington
Industry:
Online Media
Work history:
TCS & Starquest Expeditions - SeattleEditorsince Sep 2012Kirkus Reviews - Seattle, WashingtonFeatures and Web EditorNov 2006 - Oct 2012
Full Profile

James Lugo Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Independent Contractor • Supporting Member • Contractor • Team Member • Agent • Sales Representative • Manager • Operations Manager • Database Administration Professional • Database Administrator • Independent Business Owners

Experience & Education

Work

Company:
Sharebuilder by capital one
Sales and service
Company:
Jack henry & associates
Fraud prevention analyst

Skills

Microsoft Office: Word, Excel, PowerPoint, Outlook; Salesforce, ReD PRISM
Full Profile

Vik Puri Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Partner • Director • Founding Member • Chief Executive • Operations Manager

Experience & Education

Title:
Consultant
Location:
Greater Seattle Area
Industry:
Executive Office
Financial Adviser at Merrill Lynch
Full Profile

Rajbir Sangha Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supervisor • Managers

Experience & Education

Title:
Manager at ConocoPhillips
Location:
Greater Seattle Area
Industry:
Banking
Financial Adviser at Wells Fargo
Full Profile

Nyle Chambers Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Representative • Wrestling Coach • Sports Trainers

Experience & Education

Work

Company:
Men's sportswear
Manager
Company:
Washington mutual bank & wm financial service - Portland, OR
Licensed personal financial representative
Full Profile

Antonio Reeves Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Supervisor • Managers • Sales Manager • Clerical Specialist

Experience & Education

Work

Company:
Bed bath and beyond seattle
Sales associate
Company:
City of seattle park's and recs - Seattle, WA
Wading pool supervisor
Full Profile

Alerian Hall Seattle, WA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Of Counsel • Jurist • Legal Counsel • Juris Doctor • Bachelor of Arts • Researcher • Survey Researcher • Advisor • Sports Trainers

Experience & Education

Company:
The Law Office of Alerian Hall, Inc.
Address:
7801 Green Lake Drive North, Seattle, WA 98103 - Property Information
Phone:
(206) 923-9356 (Office)
Company:
Insight Law Firm
Address:
800 5Th Avenue Suite 4100, Seattle, WA 98104 - Property Information
Phone:
(206) 923-9356 (Office)
Specialties:
Estate Planning - 90%
Real Estate - 10%
Licenses:
Washington - Active     2011
Experience:
Of Counsel at Insight Law     2012-present
Attorney at The Law Office of Alerian Hall, Inc.     2011-present
School:
University of Washington School of Law     2011
Degree:
JD - Juris Doctor - N/A, but emphasis in tax
School:
Brown University     2004
Degree:
BA - Bachelor of Arts - English Literature
Languages:
English
Awards:
Completion of Paper on Chinese Insurance Law - Pacific Rim Law and Policy Journal     2011
Paper co-written with Prof. Winn chosen - High Tech Law Institute at Santa Clara School of Law and the Institute for Information Law and Policy at New York Law School     2011
Associations:
Washington State Bar Association - Member     2011-present
Washington State Bar Association, Real Property, Probate and Trust Section - Member     2011-present

In addition to my private practice in Green Lake, I am of counsel to Insight Law, with 4 offices in ...

Full Profile

Financial Advisers near Seattle, WA01BellevueKirklandTacoma


Financial Advisers around Seattle, WA

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Kirkland  (1)
Tacoma  (1)

Financial Advisers in Washington