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Financial Associates in North Carolina

Financial Associates in Raleigh, NC

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34 results found

Andreas Sohre Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Business Administration • Business Administrator • Hospital Care Professional • Health Professional • Health Practitioner • Operations Manager

Experience & Education

Position:
Financial Analyst at Siemens Medical Solutions
Location:
Raleigh-Durham, North Carolina Area
Industry:
Medical Devices
Work history:
Siemens Medical Solutions Financial AnalystThe National Academies Financial AssociateMar 2004 - Mar 2007
Full Profile

Nirali Patel Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Master of Business Administration • Bachelor of Science • Computer Specialist

Experience & Education

Work

Company:
Fidelity investments
Financial associate ii
Company:
Fidelity investments - Durham, NC
Management apprenticeship program
Full Profile

Hal Plonk Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Advisor • Analysts

Experience & Education

Work

Company:
Capital investment companies
Company:
Morgan stanley
Financial associate advisor trainee

Skills

Excel, Microsoft Environment, SAS Enterprise Guide, SAS Forecast Studio
Full Profile

Erica Hughes Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Master of Business Administration • Support Specialist • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Fidelity investments
Financial associate ii-health and welfare
Company:
Acs-wellpoint - Raleigh, NC
Customer care and financial assistant

Skills

Computer Skills Adobe Acrobat, Oracle AR, Project Management, Microsoft Office Suite, Accounting...
Full Profile

Alexander Fox Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Maintenance and Repair Worker

Experience & Education

Work

Company:
Fidelity investments
Currently continuing role as a multiproduct financial associate
Company:
Fidelity investments
Full Profile

Hitesh Panchal Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Apprentice • Managers • Master of Business Administration • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Transamerica financial advisors, inc
Company:
Transamerica financial advisors, inc
Financial associate
Full Profile

Ken Lawson Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Position:
President at Lawson Insurance Group, Inc.
Title:
President of Lawson Insurance Group, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Lawson Insurance Group, Inc. Presidentsince Nov 1990
Skills:
Commercial Insurance, Consulting, Needs Analysis, Insurance, Workers Compensation, Life Insurance,...
Certifications:
On Your Side Certified
Full Profile

Sarah Lee Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Stearns Financial Services Group
Title:
at
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Stearns Financial Services Group Financial Associatesince Oct 2007Brown Brothers Harriman - Charlotte, North Carolina AreaFinancial Services OfficerMar 2004 - Sep 2007
Full Profile

Barry Conover Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Nov 2006
Full Profile

Lindsay Gilstrap Raleigh, NC

Professions & Specialties

Financial Associate • Teller • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teller Supervisor • Supervisors • Beautician

Experience & Education

Position:
Teller at Capital Bank (Capital Bank Financial Corp.)
Title:
Financial Associate
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Capital Bank (Capital Bank Financial Corp.) Tellersince Feb 2013BB&T - Pinehurst, NCTeller SupervisorSep 2011 - Jan 2013
Full Profile

Amy Howell Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Trading Assistant at Capital Investment Companies
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Capital Investment Companies Trading Assistantsince Nov 2007A.G. Edwards Registered Financial AssociateFeb 2007 - Nov 2007
Full Profile

Rachel Pickens Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Fidelity investments
Financial associate i
Company:
Ace computer support, east carolina university - Greenville, NC
Administrative assistant

Skills

Office Management, Administrative Support, Microsoft Office Suite, Event Planning, Communication,...
Full Profile

Keshia Finegan Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Supporting Member • Team Member • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Childcare services association
Human resources/accounting associate ii
Company:
Fidelity investments
Retirement & benefits financial associate
Full Profile

Qin Chen Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Glaxosmithkline - Durham, NC
Network operations co-op
Company:
China citic security
Financial associate intern

Skills

Python Programming, SAS/STAT, SAS/MACRO, SAS/BASE, Matlab Coding, R Analysis
Full Profile

Gloria Pherribo Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Organization Management • Operations Manager

Experience & Education

Position:
Financial Associate at Family Health International
Location:
Raleigh-Durham, North Carolina Area
Industry:
Nonprofit Organization Management
Work history:
Family Health International Financial Associate
Full Profile

Tyresse Mcneill Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent

Experience & Education

Work

Company:
Fidelity investments
Financial associate multiproduct
Company:
Target mobile kiosk/radioshack
Sales representative
Full Profile

Amy Kirk Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Host • Business Administrator • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson • Entertainment Professional • Entertainer • Recruitment • Operations Manager

Experience & Education

Position:
Global Mobility Analyst at Lenovo
Title:
Global Mobility Analyst
Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Hardware
Work history:
Lenovo Global Mobility Analystsince Nov 2009The Walt Disney Company Finance Statistical AssociateOct 2007 - Oct 2009
Successful financial associate with the skills to manage an o..
Full Profile

Brian Kirkpatrick Raleigh, NC

Professions & Specialties

Board Member • Management Team Executive • Operations Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
AVP, Credit Officer at Square 1 Bank
Title:
AVP Credit Officer at Square 1 Bank
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Square 1 Bank - Durham, North CarolinaAVP, Credit Officersince Mar 2011Square 1 Bank Portfolio AnalystJun 2010 - Feb 2011
Skills:
Financial Analysis, Underwriting, Financial Modeling, Portfolio Management, Banking, Microsoft...
Financial Associate at Thrivent Financial for Luth..
Full Profile

Julie Stephenson Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Intern • Marketing Professional • Advertising Sales Agent • Master of Business Administration • Produce Manager • Production Manager • Supporting Member • Apprentice • Team Member • Student Worker • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
MBA Candidate at Kenan-Flagler Business School
Title:
MBA Marketing Intern at Bristol-Myers Squibb
Location:
Raleigh-Durham, North Carolina Area
Industry:
Pharmaceuticals
Work history:
Kenan-Flagler Business School MBA Candidatesince Aug 2012Bristol-Myers Squibb - Plainsboro, NJAssociate Product Manager Intern, Digital MarketingJun 2013 - Aug 2013
Languages:
English, French
Financial Associate at Wells Fargo
Full Profile

Marina Montes Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Founder • Founding Member • Chief Executive • Wellness and Fitness • Legal Intern • Student Lawyer • Community Service Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at urSwim
Title:
Entrepreneur
Location:
Raleigh-Durham, North Carolina Area
Industry:
Health, Wellness and Fitness
Work history:
UrSwim - Durham, North Carolina (Corporate)Foundersince 2011US Securities and Exchange Commission Legal InternSep 2010 - Jun 2011
Languages:
Spanish
Financial Associate at Citibank
Full Profile

M. Todd Raleigh, NC

Professions & Specialties

Financial Associate • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Compliance Officer • Managers • Human Resource Administrator • Human Resources Generalist • Human Resource Manager • Recruitment • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager • Marketing Manager

Experience & Education

Position:
Investment Associate at SunTrust Investment Services
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
SunTrust Investment Services Investment Associatesince Aug 2008SunTrust Investment Services Investment AssociateAug 2008 - Jul 2009
Full Profile

Brendan Hagan Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Sr. Analyst at Credit Suisse
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Credit Suisse Sr. Analystsince Jun 2012Credit Suisse Operations Analyst - Participation LoansMay 2010 - May 2012
Financial Associate at Thrivent Financial for Luth..
Full Profile

Amanda Falcon Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Mathematician

Experience & Education

Position:
Managing Consultant, Institutional Relationships at TIAA-CREF
Title:
Managing Consultant at TIAA-CREF
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TIAA-CREF Managing Consultant, Institutional Relationshipssince Jun 2011CAPTRUST Financial Advisors Vendor Search ConsultantMay 2007 - Apr 2011
Financial Associate at AG Edwards & Sons
Full Profile

Tedrick Kelly Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Assistant Manager • Analysts • Managers • Non-Profit • Property Manager • Real Estate Manager • Retail Sales Representative • Retail Professional • Retail Salesperson • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Operations Analyst at Credit Suisse
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Banking
Work history:
Credit Suisse Sr. Operations Analystsince Jun 2006Coastal Federal Credit Union Assistant ManagerJun 2004 - Jun 2006
Financial Associate at Coastal Federal Credit Unio..
Full Profile

Leslie Hall Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Sales Director • Business Development Manager • Operations Manager • Sales Manager • Biotechnology Professional • Biologist • Biological Scientist • Deputy Manager • Chief Executive • Master of Business Administration • Bachelor of Science • Advisor

Experience & Education

Position:
Director Business Development and National Account Management at BioCARE
Location:
Raleigh-Durham, North Carolina Area
Industry:
Biotechnology
Work history:
BioCARE Director Business Development and National Account Managementsince Nov 2010Lundbeck Regional Sales Director - EastJan 2009 - Jun 2011
Languages:
Portuguese, Germanic languages
Full Profile

Susan Macphail Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Manager • Project Managers • Business Analyst • Project Manager • Analyst • Analysts • Certified Medical Assistant • Medical Assistant • Healthcare Support • Controlling Specialist • Controller • Research Specialist • Research Scientist

Experience & Education

Position:
Notebook Product Pricing Manager at Lenovo
Title:
Experienced Marketing Operations Manager
Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Hardware
Work history:
Lenovo Notebook Product Pricing Managersince Sep 2008Nortel Senior Market Planning Manager1991 - 2007
Skills:
Cross-functional Team Leadership, Competitive Analysis, Leadership, Strategic Planning, Product...
Full Profile

Warren Ii Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Information Technology Specialist • IT Specialist • Student Worker • Non-Profit • Sales Executive

Experience & Education

Position:
Owner at Mitchell Barbershop
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Mitchell Barbershop Ownersince May 2005John Deere Special Project) SummerMay 2008 - Aug 2008
Full Profile

James Roessner Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Advertising Professional • Advertising Sales Agent • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Team Member

Experience & Education

Title:
Board Member at ASU Center for Entrepreneurship Board Vice President at Mission House Creative, Inc. Marketing and Advertising
Location:
Raleigh-Durham, North Carolina Area
Industry:
Marketing and Advertising
Associate Branch Manager at FirstPlus Financial Associate Manager at Norwest Financial
Full Profile

Debra Gordon Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Client Service Officer • Customer Service • Front Office Receptionist • Secretary • Associate in Applied Science

Experience & Education

Work

Company:
Family preservation services - Raleigh, NC
Office manager
Company:
Acs-xerox corporation - Raleigh, NC
Customer service representative
Full Profile

Tyisha Robinson Raleigh, NC

Professions & Specialties

Client Service Officer • Cashier • Sales Account Associate • Sales Executive • Supporting Member • Team Member • Customer Service • Sales Manager

Experience & Education

Work

Company:
Sky zone
Lead cashier/sales associate
Company:
Walmart - Durham, NC
Customer service representative

Skills

Microsoft Office (Word), Copy Machine/Scanner, WPM 65, POS, IBM Registers, Internet,...
Full Profile

Adora Ramos Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Artist • Manager • Operations Manager • Sales Manager • Supporting Member • Office Assistant • Business Administrator • Team Member • Office Clerk • Clerical Specialist • Sales Account Associate • Sales Executive

Experience & Education

Work

Company:
Mac cosmetics
24hr artist
Company:
Mac cosmetics - Queens, NY
15hr artist
Full Profile

Mandy Falcon Raleigh, NC

Professions & Specialties

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

Experience & Education

Title:
Managing Consultant at TIAA-CREF
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Financial Associate at AG Edwards & Sons
Full Profile

Zanab Raza Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Supervisor • Apprentice • Managers • Master of Business Administration • Bachelor of Business Administration • Student Worker

Experience & Education

Work

Company:
Dunkin donuts - Mooresville, NC
Marketing inter
Company:
Food lion - Mooresville, NC
Operational associate
Full Profile

Valentine Jr Raleigh, NC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Bachelor of Science • Associate in Applied Science

Experience & Education

Work

Company:
Time warner cable
Voice operations specialist
Company:
Time warner cable - Morrisville, NC
Customer care lead
Full Profile

Financial Associates near Raleigh, NC0246810DurhamButnerCaryClaytonSelma


Financial Associates around Raleigh, NC

Butner  (1)
Cary  (1)
Clayton  (1)
Durham  (10)
Selma  (1)

Financial Associates in North Carolina

Sub-specializations

Financial Associate  (34)
Financial Consultant  (1,282)