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Financial Consultants in New Mexico

Financial Consultants in Albuquerque, NM

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250 results found

Paul Mendoza Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Merrill Lynch - Albuquerque, New Mexico AreaFinancial Advisorsince Jul 2011Edward Jones Financial AdvisorDec 2007 - Jul 2011
Full Profile

Cameron Clark Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Guide • Tour Guide • Tax Accountant • Operations Manager • Team Member • Master of Science • Sales Representative

Experience & Education

Position:
Financial Advisor Affiliate at HD Vest, Owner at Clark Financial Services, LLC (Sole Proprietorship)
Title:
Owner at Clark Financial Services, LLC
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
HD Vest - Albuquerque, New Mexico AreaFinancial Advisor Affiliatesince Oct 2010Clark Financial Services, LLC - Albuquerque, New Mexico AreaOwnersince Jul 2009
Skills:
Tax Preparation, Quickbooks, Income Tax, Corporate Tax, Financial Planning, Financial Accounting,...
Certifications:
Certified QuickBooks ProAdvisor, Intuit ProAdvisor Program
Full Profile

Peter Wolf Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Quality Assurance Manager • Quality Assurance Professional • Inspector • Quality Manager • Supporting Member • Managers • Team Member • Quality Engineer • Metallurgist • Engineering Specialist • Compliance Engineer • Metallurgical Engineer • Materials Engineer • Supplier • Equipment Tools Purchasing Agent • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Laboratory Assistant • Postdoctoral Scientist • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Computer Specialist

Experience & Education

Position:
Quality Assurance Manager at MCT Industries, Government Manufacturing
Title:
Quality Assurance Manager at MCT Indsustries, Government Manufacturing Div.
Location:
Albuquerque, New Mexico Area
Industry:
Automotive
Work history:
MCT Industries, Government Manufacturing - Albuquerque, New Mexico AreaQuality Assurance Managersince Sep 2010Waddell & Reed Financial AdvisorJan 2009 - May 2010
Full Profile

Judy Lawrence Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Author • Speaker • Counselor • Spokesperson • Representative • Advisor • Partner • Founder • Chief Executive • Founding Member • Presenter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist

Experience & Education

Position:
Workshop Facilitator- Budgeting Workshops for Partner Families at Greater Albuquerque Habitat for...
Title:
Financial Counselor, Coach and Personal Finance Author and Speaker for over 25 years.
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Greater Albuquerque Habitat for Humanity - Albuquerque, New Mexico AreaWorkshop Facilitator- Budgeting Workshops for Partner Familiessince 2012Judy Lawrence Private Practice - Albuquerque, New MexicoFinancial Counselor, Financial Coach and Author and Presentersince 1990
Skills:
Budgeting, Public Speaking, Coaching, Writing, Small Business, Customer Service, Public Relations,...
Full Profile

Adam Ciepiela Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Planner • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Financial Specialist • Puchasing and Estimating Manager • Chairperson • Vice President • Co-Founder • Chief Executive • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Operations Manager • Business Administrator • Manufacturing Laborer • Laborer • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Vice President at Charles Stephen Financial Architects, Co-Founder at The Center for Financial...
Title:
President at Young Professionals of Albuquerque
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Charles Stephen Financial Architects - Albuquerque, New Mexico AreaVice Presidentsince Aug 2009The Center for Financial Education - Albuquerque, New Mexico AreaCo-Foundersince Feb 2012
Skills:
Succession, Exit and Transition Planning, Retirement Plan Optimization, Retirement Planning and...
Financial Advisor at Charles Stephen Financial Arc..
Full Profile

Chenyi Wei Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Master of Business Administration • Bachelor of Business Administration • Administrative Clerk • Clerical Specialist • Researcher • Survey Researcher • Medical Laboratory Professional • Medical Laboratory Technologist

Experience & Education

Work

Company:
Wells fargo advisors
Financial consultant
Company:
Wachovia securities
Financial analyst

Skills

Strong mathematic and quantitative analysis skill
Knowledgeable of corporate finance and...
Full Profile

Gregory Rothrock Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Counselor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Financial Advisor at Cetera Advisor Networks LLC
Title:
Investment Advisor at Cetera Advisor Networks LLC
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC - Albuquerque, New Mexico AreaFinancial Advisorsince Jan 2003Atex ConsultantMar 2007 - Nov 2008
Full Profile

Victor Raigoza Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince 1994Gary Hart for President/ Tim Wirth Field1984 - 1986
Full Profile

Alex Cipollone Albuquerque, NM

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Advisor • Representative • Underwriter

Experience & Education

Position:
Financial Consultant , CFP, ChFC, AAMS at Raymond James Financial Services, Inc, President at Asset ...
Title:
President at Asset Planning Company, Inc
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc - 4300 San Mateo NE B-275, Albuquerque, New Mexico 87110 505-883-4222Financial Consultant , CFP, ChFC, AAMSsince 1994Asset Planning Company, Inc - Albuquerque, New Mexico AreaPresidentsince 1983
Skills:
Series 7, Coaching, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Public ...
Full Profile

James Mccullough Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
. at .
Title:
.
Location:
Albuquerque, New Mexico Area
Industry:
Philanthropy
Work history:
. - Albuquerque, New Mexico Area.since Oct 2012Thrivent Financial for Lutherans - Clearwater, FLFinancial ConsultantApr 2004 - Oct 2012
Full Profile

Pat Olguin Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers

Experience & Education

Work

Company:
Acs xerox company
Mi via participant liaison
Company:
Presbyterian healthcare services - Albuquerque, NM
Admitting / financial counselor
Full Profile

Donna Duran Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Notary • Lawyers

Experience & Education

Work

Company:
Sl start - Rio Rancho, NM
Career development specialist
Company:
Miners colfax medical center - Raton, NM
Financial counselor
Full Profile

John Huffman Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Construction Specialist • Construction Laborer • Client Service Officer • Customer Service

Experience & Education

Work

Company:
New mexico bank and trust
Financial consultant
Company:
Bbva compass bank - Ruidoso, NM
Senior financial sales advisor
Full Profile

Chris Jungmann Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Counselor • Representative • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Team Member • Computer Network Engineer • Network Systems Administrator • Network Administrator

Experience & Education

Position:
President at Sandia Investment Advisors, LLC
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Sandia Investment Advisors, LLC Presidentsince Dec 2008UBS Financial Services Financial AdvisorSep 2004 - Dec 2008
Skills:
Wealth Management, Equities, Fixed Income, Portfolio Management, Series 7, Asset Allocation,...
Languages:
French, Spanish
Full Profile

Philip Conley Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Security • Counselor • Managers • Bachelor of Arts • Sales Representative

Experience & Education

Work

Company:
Fluor federal solutions llc
Senior independent living advisor
Company:
Waddell and reed - Albuquerque, NM
Financial advisor
Full Profile

Patricia Reed Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Partner at Quick Life Center, Branch Manager at REED FINANCIAL SERVICES
Title:
Independent Financial Advisor
Location:
Albuquerque, New Mexico
Industry:
Financial Services
Work history:
Quick Life Center Marketing Partnersince 2008REED FINANCIAL SERVICES Branch Managersince Apr 1980
Full Profile

Michael Trujillo Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Customer Service • Client Service Officer • Marketing Professional • Advertising Sales Agent • Bachelor of Business Administration • Master of Business Administration

Experience & Education

Work

Company:
Axa advisors
Financial advisor
Company:
Adidas group
Field support rep
Full Profile

Matthew Lamb Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Bachelor of Science • Advertising Professional • Web Marketer • Advertising Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Real Estate Manager • Chief Executive • Founding Member • Marketing Manager

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Title:
Financial Consultant at Charles Schwab
Location:
Albuquerque, New Mexico
Industry:
Financial Services
Work history:
Charles Schwab - Albuquerque, New Mexico AreaAssociate Financial Consultantsince Jan 2013Charles Schwab - Phoenix, Arizona AreaAdvisor ServicesApr 2011 - Dec 2012
Skills:
Email Marketing, CRM, Business Development
Full Profile

Carol Jones Albuquerque, NM

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
Retired Financial Advisor
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
New Mexico Investment Advisors Owner, Portfolio ManagerApr 1997 - Nov 2012Principal Financial Securities Branch Manager1991 - 1997
Skills:
Investments, FINRA, Financial Advisory, Securities, Portfolio Management, Small Business, Series...
Full Profile

Javier Lucero Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Banc of America Investments
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Banc of America Investments Financial Advisor
Full Profile

Diego Sanchez Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant Specialist at NM Educators Federal Credit Union
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
NM Educators Federal Credit Union Financial Consultant Specialist
Full Profile

Beth Harris Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at ING DIRECT
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
ING DIRECT Financial Consultant
Full Profile

Sunraina Carrillo Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Accounting Clerk • Auditor • Tax Preparer • Accounting Bookkeeper • Tax Accountant • Advisor • Cognitive Behavioural Hypnotherapist • Behavioral Consultant • Psychology Specialist

Experience & Education

Position:
Accountant/Financial Advisor/Bookkeeper at Raina's Elektra
Title:
at Raina's Elektra
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
Raina's Elektra Accountant/Financial Advisor/Bookkeepersince Jan 2005Gary Gaylord LTD Staff Accountant/AuditorJan 2010 - Aug 2012
Full Profile

Katie Thompson Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Bonnie Paine Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at AGEdwards/Wachovia
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
AGEdwards/Wachovia Financial Advisor
Full Profile

Robert Conaway Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Operations Manager

Experience & Education

Work

Company:
San juan county - Farmington, NM
Transportation officer
Company:
A g edwards & sons - Albuquerque, NM
Financial consultant

Skills

Sales Prospecting Marketing Client Relations Business Management
Full Profile

Brad Gravelle Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Operations Manager • Master of Science • Courier • Racer

Experience & Education

Position:
Independant Financial Advisor at Raymond James
Title:
Independant Financial Advisor at Raymond James Financial Services Inc, Member FINRA/SIPC
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Raymond James - Albuquerque, New Mexico AreaIndependant Financial Advisorsince Nov 2009Young Professionals of Albuquerque President2009 - 2010
Skills:
Retirement Planning, Wealth Management, Series 7, Estate Planning, Strategic Financial Planning,...
Full Profile

Francis Joseph Albuquerque, NM

Professions & Specialties

Banking Professional • Banker • Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Partner • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Account Service Manager • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Title:
Relationsip Management/Banking Professional/Sales Manager
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Work history:
JPMorgan Chase - Torrance CaliforniaPrivate Client Banker2011 - 2012First National Bank of Santa Fe - Albuquerque, New Mexico AreaBanking Account Officer2010 - 2011
..solutions in conjunction with the Financial Advisor
Full Profile

Ryan Mummert Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President-Family Wealth Director at The Horizon Group at Morgan Stanley
Title:
Senior Vice President-Family Wealth Director, Financial Advisor at Morgan Stanley
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
The Horizon Group at Morgan Stanley Senior Vice President-Family Wealth Directorsince Sep 2006Wells Fargo Advisors Vice President- Financial AdvisorAug 2000 - Sep 2006
Full Profile

William Lemen Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch - Albuquerque, NM
Financial advisor
Company:
Yellow freight system - Albuquerque, NM
Terminal sales
Full Profile

Barb Kerl Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Eagle Strategies Inc
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Full Profile

Tess Mahlstedt Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at New Mexico Educators Federal Credit Union
Location:
Albuquerque, New Mexico Area
Industry:
Banking
Full Profile

Barbara Kerl Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Eagle Strategies Inc
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Eagle Strategies Inc Financial Advisor
Full Profile

Gregory Hedges Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor at Clarity Wealth Solutions
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Clarity Wealth Solutions Financial Counselorsince Oct 2008
Skills:
Financial Counseling, Insurance
Full Profile

Bob Scott Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
--
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Scott Strategic Investments Financial Advisor2007 - 2012
Full Profile

Yvonne Sanchez Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner & Financial Advisor at Rio Grande Financial Network
Title:
Rio Grande Financial Network - Owner/Financial Advisor
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Rio Grande Financial Network - 120 Don Diego Street, Los Lunas, NM 87031Owner & Financial Advisorsince 1999
Skills:
Financial Advisor, Insurance, Customer Service, Property, Commercial Insurance, Workers...
Full Profile

Mary Leverette Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
University of phoenix - Albuquerque, NM
Financial advisor
Full Profile

Jeffrey Doll Albuquerque, NM

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor - Vice President at Merrill Lynch
Title:
Merrill Lynch
Location:
Albuquerque, New Mexico
Industry:
Financial Services
Work history:
Merrill Lynch - Albuquerque, New MexicoSenior Financial Advisor - Vice Presidentsince 1997Wells Fargo Senior Portfolio ManagerMar 1990 - Mar 1997
Full Profile

Patricia Bender Albuquerque, NM

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor and Certified Financial Planner with the practice of Jeremy Campbell at...
Title:
Financial Advisor and Certified Financial Planner
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor and Certified Financial Planner with the practice of Jeremy Campbellsince Jan 1995AT&T/Pacific Bell Financial & Strategic PlanningJan 1970 - Dec 1994
Full Profile

Javier Lucero Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Fidelity Investments - Albuquerque, New Mexico AreaAccount Executivesince Nov 2011Merrill Lynch - Albuquerque, New Mexico AreaFinancial Advisor, AVPOct 2007 - Nov 2011
Skills:
Series 66, Series 7, Retirement Planning, Retirement Income Strategies, Saving for Education, 401k...
Full Profile

Lori Eilar Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Chief Executive • Advertising Professional • Advertising Sales Agent • Territory Sales Manager • Sales Manager • Marketing Manager • Brand Planner • Brand Representative • Training and Development • Sports Trainers • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Wachovia Securities, LLC, VP of Sales at TravelHost Albuquerque
Location:
Albuquerque, New Mexico Area
Industry:
Marketing and Advertising
Skills:
Branding and identity, sales and acquisitions, contract negotiations, sales training and development
Full Profile

Nena Franco Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Team Leader • Operations Manager • Guide • Tour Guide • Software Developers

Experience & Education

Position:
Sr Financial Consultant at McKesson
Title:
Sr. Financial Consultant
Location:
Albuquerque, New Mexico
Industry:
Hospital & Health Care
Work history:
McKesson - Springfield, MOSr Financial Consultantsince May 2012Community Health Systems - Franklin TNTeam Lead Financial Svs DeploymentMar 2008 - May 2012
Languages:
Spanish
Full Profile

Joseph Romero Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Director / Financial Consultant at RBC Wealth Management
Title:
Branch Director / Financial Advisor at RBC Wealth Management
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Albuquerque, New Mexico AreaBranch Director / Financial Consultantsince May 2009Morgan Stanley Smith Barney Operations Manager2003 - 2009
Full Profile

Julie Epling Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2009UBS Financial Advisor1999 - 2009
Full Profile

Javier Lucero Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Albuquerque, New Mexico Area
Industry:
Investment Management
Work history:
Fidelity Investments - Albuquerque, New Mexico AreaAccount Executivesince Nov 2011Merrill Lynch - Albuquerque, New Mexico AreaFinancial Advisor, AVPOct 2007 - Nov 2011
Full Profile

Lorraine Ell Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Chief Operating Officer • Operations Manager • General and Operations Manager • Chief Executive • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
Chief Operations Officer at Portfolio Asset Management, Financial Advisor at Red River Advisors,...
Title:
Chief Operations Officer
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Portfolio Asset Management - Albuquerque, New Mexico AreaChief Operations Officersince Jan 2008Red River Advisors - Albuquerque, New Mexico AreaFinancial Advisorsince Sep 2012
Skills:
Research, Public Speaking, Strategic Financial Planning, Investments, Asset Managment, Risk...
Full Profile

Cannon Darla Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Associate VP, Financial Advisor at Morgan Stanley
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

James Turk Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Field Auditor • Auditor • IT Specialist

Experience & Education

Position:
CEO at Solutions Group, Inc.
Location:
Albuquerque, New Mexico Area
Industry:
Accounting
Work history:
Solutions Group, Inc. CEOsince Jan 2000CEMCO, Inc. Chief FInancial OfficerMar 2007 - Sep 2011
Full Profile

Grace Ottey Albuquerque, NM

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Financial Representative at New England Financial
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
New England Financial Financial Representativesince May 2006First Command Financial Planning Financial AdvisorApr 2003 - Aug 2005
Skills:
life insurance, annuities, long term care, disability income, tax qualified retirement plans,...
Full Profile

Michael Mantz Albuquerque, NM

Professions & Specialties

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

Experience & Education

Position:
Financial Services Representative at MetLife Resources
Location:
Albuquerque, New Mexico Area
Industry:
Financial Services
Work history:
MetLife Resources Financial Services Representativesince May 2011The Mantz Group LLC Financial AdvisorDec 2009 - May 2011
Full Profile


Financial Consultants near Albuquerque, NM01836547290Santa FeLos AlamosCedar CrestEdgewoodBosque FarmsPlacitasCorrales