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Financial Associates in US

Oregon Financial Associates Directory

Trustoria includes a professional profile for nearly every Financial Associate in Oregon.

Find more Financial Associates and other Financial brokers near in Oregon by specifying the city where you need their services.

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34 results found

Greg Wurtz Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Reporter • Master of Business Administration • Analyst • Analysts

Experience & Education

Position:
Senior Financial Associate at Argo Group
Title:
Senior Financial Associate at Argo Insurance U.S. Grocery & Retail
Location:
Portland, Oregon Area
Industry:
Insurance
Work history:
Argo Group - Portland, Oregon AreaSenior Financial Associatesince Feb 2001Safeco Insurance - Lake Oswego, OregonUnderwriterJan 1992 - Jan 2001
Full Profile

Gary Heuer Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Philanthrope • Security • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Associate at Thrivent Financial
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Thrivent Financial - 11000 SW Stratus St., Suite 160, Beaverton, OR 97008Financial Associatesince 1988
Languages:
English, German
Certifications:
FIC, I am licensed to do business in: OR, TX, IN, AZ, WA, ID, WV
Full Profile

Sabina Trnjanin Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Associate at Key Private Bank
Location:
Portland, Oregon Area
Industry:
Banking
Work history:
Key Private Bank Financial Associate
Full Profile

Ryan Mohr Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Associate at Thrivent Financial
Title:
Financial Associate
Location:
Portland, Oregon Area
Industry:
Investment Management
Work history:
Thrivent Financial Financial Associatesince Oct 2007
Full Profile

Petr Maucy Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legal Aide • Paralegal • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Non-Profit

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Mar 2010
Skills:
Financial products, customer service, sales, Slavic languages
Full Profile

John Dietrich Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans, President at Air's Clean, LLC
Title:
President
Location:
Portland, Oregon Area
Industry:
Executive Office
Work history:
Thrivent Financial for Lutherans Financial Associatesince Mar 2013Air's Clean, LLC - Camas, WAPresidentsince Jun 2009
Full Profile

Brad Loseke Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • School Administrator • Educational Manager • Master of Education • Bachelor of Science • Mathematics • Mathematician

Experience & Education

Position:
Regional Specialist - Selling at Thrivent Financial for Lutherans
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Regional Specialist - Sellingsince Jul 2004Thrivent Financial for Lutherans Financial AssociateJul 1991 - Jul 2004
Skills:
Asset Allocation, Customer Service, Risk Management, Process Improvement, Sales, Account...
Full Profile

Michelle Mathison Portland, OR

Professions & Specialties

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

Experience & Education

Position:
Michelle Mathison, Financial Associate at Thrivent Financial
Title:
Helping clients reach Financial Goals
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Thrivent Financial - 4000 Kruse Way Place, Building 1-230 Lake Oswego, OR 97035Michelle Mathison, Financial Associatesince 2010
Full Profile

Jill Griffin Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Non-registered Assistant at Major Financial Services Firm
Title:
Non-registered Assistant at Financial Services Firm
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Major Financial Services Firm Non-registered Assistantsince Oct 2007A.G. Edwards & Sons, Inc. Financial AssociateMar 2001 - Oct 2007
Full Profile

John Andrea Portland, OR

Professions & Specialties

Financial Associate • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Cashier Supervisor • Cashier Clerk • Cashier

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Lake Oswego, OregonFinancial Consultantsince 2007Gerber Legendary Blades Category Manager2004 - 2006
Full Profile

Jenette Ramsey Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Administrative Coordinator • Data Scientist

Experience & Education

Work

Company:
Berkeley educational services - New York, NY
Administrative assistant
Company:
Citibank na - New York, NY
Head financial associate

Skills

Office Management, Office Administration, Payroll, Customer Service, Billing, Event Coordination,...
Full Profile

Tammi Zimmer Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Independent Consultant • Counselor • Advisor

Experience & Education

Position:
Independent Consultant at Tammi Zimmer Consulting (Sole Proprietorship)
Title:
Owner, Tammi Zimmer Consulting
Location:
Portland, Oregon Area
Industry:
Executive Office
Work history:
Tammi Zimmer Consulting Independent Consultantsince Dec 2007A.G. Edwards & Sons, Inc. Financial AssociateOct 2000 - Dec 2007
Full Profile

Davidson Karen Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Wachovia Securities
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Wachovia Securities Financial Associate
Full Profile

Dian Ott Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Reliable income tax - Portland, OR
Tax accountant
Company:
Nw financial network inc - Portland, OR
Tax and financial associate
Full Profile

Lisa Shurte Portland, OR

Professions & Specialties

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

Experience & Education

Title:
Financial Associate at A.G. Edwards & Sons, Inc.
Location:
Portland, Oregon Area
Industry:
Financial Services
Full Profile

Jonathan Althans Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Purchasing Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Counselor • Leader • Technical Specialist • Technical Support Specialists • Advisor • Managers • Laboratory Management Professional • Lab Assistant • Laboratory Scientist • Assayer • Laboratory Chemist • Chemical Professional • Chemist • Master of Science • Bachelor of Science • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Purchasing Agent - Engines and Aftertreatment Systems at Daimler Trucks North America
Title:
General Purchasing Agent at Daimler Trucks North America
Location:
Portland, Oregon Area
Industry:
Automotive
Work history:
Daimler Trucks North America General Purchasing Agent - Engines and Aftertreatment Systemssince Aug 2007Daimler Trucks North America Purchasing AgentJan 2007 - Aug 2007
Full Profile

Kelly Feigum Salem, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounts Payable • Accounts Payable Specialist • Community Service Manager • Real Estate Sales Agent • Benefits Manager • Compensations and Benefits • Biologist • Biological Scientist

Experience & Education

Title:
Director of Franchise Recruitment at Total Woman Gym + Spa
Location:
United States
Industry:
Real Estate
Work history:
OliverMcMillan - San DiegoRetail LeasingOct 2011 - Nov 2012CBRE - Greater San Diego AreaAREMMay 2011 - Oct 2011
Financial Associate,temp position,at Amgen
Full Profile

Jaimi Truhler Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Market Analyst • Advertising Professional • Outbound Telemarketer • Market Research Analyst • Advertising Sales Agent • Telemarketing Specialist • Telemarketer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Model • Brand Representative • Master of Science • Marketing Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Analyst II- New Product Development at HSBC - Card Services
Location:
Portland, Oregon Area
Industry:
Marketing and Advertising
Work history:
HSBC - Card Services Marketing Analyst II- New Product Developmentsince 2008Originations Creative Strategy AnalystMay 2006 - Jan 2008
Skills:
Vendor management, project management, branding, marketing strategy, direct mail, alternative...
Financial Associate at Smith Barney
Full Profile

Rychen Jones Portland, OR

Professions & Specialties

Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Sales Manager • Psychology Specialist

Experience & Education

Position:
Registered Client Service Associate -- Stifel Nicolaus at Stifel Financial Corp
Title:
Registered Client Service Associate at Stifel Nicolaus
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
Stifel Financial Corp - Salem, OregonRegistered Client Service Associate -- Stifel Nicolaussince Feb 2009Raymond James & Associates, Inc - Salem, OregonRegistered Sales AssociateMay 2007 - Feb 2009
Registered Financial Associate at AG Edwards & Sons
Full Profile

Rodney Butler Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Claims Counsel • Legal Counsel • Analyst • Counselor • Independent Contractor • Apprentice • Analysts • Advisor • Contractor • Independent Business Owners • Student Worker

Experience & Education

Position:
Operations Specialist at DECK Monitoring
Title:
Professional Analytics
Location:
Portland, Oregon Area
Industry:
Utilities
Work history:
DECK Monitoring - Portland, Oregon AreaOperations Specialistsince Feb 2011Farmers Insurance Property Claim RepresentativeMay 2008 - Jun 2009
Languages:
German
Full Profile

Tom Hartman Portland, OR

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Business Administrator • Psychology Specialist • Retail Salesperson • Operations Manager

Experience & Education

Position:
Financial Sales Banker at US Bank, Insurance Producer at State Farm Insurance
Title:
Financial Sales Banker at US Bank
Location:
Portland, Oregon Area
Industry:
Financial Services
Work history:
US Bank Financial Sales Bankersince Oct 2008State Farm Insurance Insurance Producersince Jun 2008
Business Financial Associate at Citibank Texas
Full Profile

Jon Janske Corvallis, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Tour Guide • Entertainment Professional • Entertainer

Experience & Education

Position:
Unemployed at Seeking Employment in Financial Services
Title:
Unemployed Seeking Employment in Financial Services
Location:
Corvallis, Oregon Area
Industry:
Financial Services
Work history:
Seeking Employment in Financial Services - HomeUnemployedsince Sep 2011Waterfall Resort Alaska GuideMay 1990 - Aug 2011
Languages:
Marginal Spanish
Financial Associate at Thrivent Financial for Luth..
Full Profile

Jodie Hill Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance agent • Promoter • Wellness and Fitness • Sales Person • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance Agent at Huggins Insurance of Coos Bay, Promoter at ViSalus
Title:
Insurance Agent at Huggins Insurance of Coos Bay
Location:
Portland, Oregon Area
Industry:
Health, Wellness and Fitness
Work history:
Huggins Insurance of Coos Bay - Coos BayInsurance Agentsince Oct 2012ViSalus Promotersince Sep 2012
Skills:
Retirement, Wealth, Financial Services, Personal Finance, Series 7, Uniform Combined State Law,...
Registered Financial Associate at RBC Dain Rauscher
Full Profile

Lori Higgins Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Organization Management • Philanthrope • Non-Profit

Experience & Education

Position:
Fiscal Director at Mid-Columbia Children's Council, Fiscal Manager at Portland Community...
Title:
Fiscal Manager at Portland Community Reinvestment Initiatives, Inc.
Location:
Portland, Oregon Area
Industry:
Real Estate
Work history:
Mid-Columbia Children's Council Fiscal Directorsince 2012Portland Community Reinvestment Initiatives, Inc. Fiscal Managersince Apr 2010
Senior Financial Associate at James Irvine Foundation
Full Profile

Shari Lundeen Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Advisor • Sales Account Associate • Sales Executive • Customer Service Supervisor • Administrative Associate • Administrative Clerk • Clerical Specialist • Director of Operations • Corporate Executive • Chief Executive • Sales Manager • Operations Manager • Supervisors

Experience & Education

Work

Company:
Ricoh - Portland, OR
Temporary assignment various companies
Company:
Axa advisors insurance and investments- / downtown portland
Sales assistant to axa advisor
Full Profile

Todd Shupp Portland, OR

Professions & Specialties

Manager • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Manager Research Consultant at R.V. Kuhns & Associates
Location:
Portland, Oregon Area
Industry:
Financial Services
Financial Associate at The Vanguard Group
Full Profile

Kyle Seltmann Silverton, OR

Professions & Specialties

Loan Officer • Loan Officers • Financial Associate • Vault Teller • Financial Services Professional • Financial Services Sales Agent • Bank Teller • Banker • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • High School Diploma

Experience & Education

Work

Company:
Lighthouse home loans, wilsonville branch
Senior loan officer
Company:
Edge financial company
Senior loan officer

Skills

proactive sales, customer service, money handling, and excellent at math.
Full Profile

Shauna Mckinney Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Title:
Senior Staff Accountant at JI Companies
Location:
Portland, Oregon Area
Industry:
Semiconductors
Financial Associate at Avnera Corporation
Full Profile

Jesse Chacon Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Representative • Team Member • Bachelor of Business Administration • Sales Representative

Experience & Education

Work

Company:
The lodo run
Race director
Company:
Synthes cmf - El Paso, TX
Partner
Full Profile

Vivien Anderson Portland, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Auditor • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Morgan stanley, the carroll group - Fort Lauderdale, FL
Internship
Company:
Esprit north america - New York, NY
Sales supervisor / store auditor
Full Profile

Jeffrey Lachman Portland, OR

Professions & Specialties

Portfolio Manager • Securities Clerk • Trader • Investment Analyst • Puchasing and Estimating Manager • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Sales Account Associate • Sales Executive • Financial Manager • Sales Manager • Independent Business Owners

Experience & Education

Work

Company:
Self employed
Portfolio manager/securities trader
Company:
Nordstrom - Portland, OR
Sales associate
Full Profile

Jesse Chacon Portland, OR

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Representative • Team Member • Bachelor of Business Administration • Sales Representative

Experience & Education

Work

Company:
The lodo run
Race director
Company:
Synthes cmf - El Paso, TX
Partner
Full Profile

Seth Olson Portland, OR

Professions & Specialties

Financial Services Professional • Loan Officer • Financial Associate • Financial Services Sales Agent • Loan Officers • Inside Sales Representative • Account Service Manager • Sales Representative • Client Service Officer • Customer Service • Supporting Member • Business Administrator • Team Member • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Cox communications
Inside sales representative
Company:
American express
Account executive - mid market corporate accounts
Full Profile

Raymond Damis Beaverton, OR

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Supporting Member • Team Member • Agent • Sales Representative • Operations Manager • Educational Manager

Experience & Education

Work

Company:
Thrivent financial
Partner
Company:
New england - Minneapolis, MN
Associate general agent
Full Profile