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Financial Consultants in Michigan

Financial Consultants in Ann Arbor, MI

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Here is a complete list of most professional Financial Consultants in Ann Arbor, MI.

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109 results found

Ken Crittenden Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Professional • Underwriter • Partner • Chief Executive • Customer Service • Client Service Officer • Representative • Contractor • Independent Contractor • Independent Business Owners • Region Manager • Operations Manager • Construction • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Associate in Applied Science • Construction Specialist • Construction Laborer • School Administrator • Educational Manager

Experience & Education

Position:
Life Specialist at AAA Life Insurance Company
Title:
Life Insurance Professional - ACG Insurance Agency, Inc
Location:
Ann Arbor, Michigan
Industry:
Insurance
Work history:
AAA Life Insurance Company - AAA Michigan, Ann Arbor Branch-USALife Specialistsince Jan 2012Thrivent Financial - MichiganFinancial AdvisorAug 2008 - Jan 2012
Full Profile

Ahmar Iqbal Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Information Technology Specialist • Software Developer • IT Specialist • Software Developers • Controller • Skilled Professional • Managers • Financial Director • Operations Manager • Project Managers • Financial Officer • Financial Manager • Recruitment

Experience & Education

Position:
Consultant at Business Access
Title:
Financial / Business Advisor
Location:
Ann Arbor, Michigan
Industry:
Information Technology and Services
Work history:
Business Access - Ann Arbor, MIConsultantsince Jun 2010Strategic Business Initiatives - Lahore, PakistanFinancial Advisor / Business Development CatalystJun 2004 - May 2010
Skills:
Accounting, Information Management, Project Management, Human Resources, Recruiting, Product...
Full Profile

Rita Benham Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Chief Administrative Officer • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerk • Clerical Specialist • Elementary School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer • Nurse • Nurse Practitioner • Payroll Supervisor • Compensations and Benefits • Non-Profit • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Edward Jones - Ann Arbor, MichiganBranch Office Administratorsince Jan 2011Ann Arbor Public Schools Teacher ClerkJan 2009 - Jan 2011
Skills:
Customer Service, Training, Public Speaking, Team Building, Public Relations, Outlook, Events...
Languages:
German
I work with a Financial Advisor to help our clients develop good..
Full Profile

Richard Hawes Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Senior Vice President • Director • Operations Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support • Office Clerk • Clerical Specialist

Experience & Education

Title:
Senior Manager at Greystone Financial Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Upstream Investment Partners, LLC - Milford MISenior Financial AdvisorJan 2013 - Mar 2013Fifth Third Bank - Southfield, MISenior Vice President - Director of Investment AdvisorsJun 2008 - Jul 2012
Full Profile

Earl Landesman Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Investor • Analysts • Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Master of Business Administration • Information Technology Specialist • IT Specialist • School Administrator • Educational Manager • Automotive Professional

Experience & Education

Position:
Financial Advisor at Merill Lynch Wealth Management
Title:
Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Merill Lynch Wealth Management - Farmington Hills, MichiganFinancial Advisorsince Jul 2012Venteon, LLC - Troy, MichiganFinancial Management ConsultingJul 2008 - Nov 2011
Skills:
Financial Reporting, Management Consulting, Management Accounting, Asset Based Lending, Working...
Full Profile

Keith Collin Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Subject Matter Expert • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Practice Manager • Health Services Manager • Financial Manager

Experience & Education

Position:
Financial Consultant at IsquaredE
Title:
Financial Consultant
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
IsquaredE - Plymouth, MichiganFinancial Consultantsince Feb 2013Huron Valley Radiology, PC - Ann Arbor, MiChief Administrative OfficerFeb 2011 - Feb 2013
Full Profile

Danielle Kammeyer Ann Arbor, MI

Professions & Specialties

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

Experience & Education

Position:
Brokerage Trading / Financial Advisor at BD Ops, LLC / Sigma Financial Corporation
Title:
Brokerage Trading/Financial Advisor, BD Ops, LLC/Sigma Financial
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
BD Ops, LLC / Sigma Financial Corporation - Ann Arbor, MIBrokerage Trading / Financial Advisorsince Apr 2013CapTrust Financial Advisors/McDonald Partners LLC - Ann Arbor, MIFinancial AdvisorDec 2011 - Apr 2013
Skills:
FINRA Series 7, FINRA Series 66, Mutual Funds, Investments, Series 7, FINRA, Investment Advisory,...
Full Profile

Kevin Bryant Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Corporate Executive • Chief Executive • Analysts • Customer Service

Experience & Education

Work

Company:
Community television network
Freelance sports broadcaster
Company:
Community television network
Financial advisor

Skills

Word, Excel, Power Point
Full Profile

Roger Krzeminski Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Representative • Project Managers • Analysts • Foreman • Construction Administrator • Construction Manager • Bachelor of Science • Health Services Administrator • Medical Services Manager • Health Services Manager

Experience & Education

Position:
Senior Certification Project Manager at NSF International
Location:
Greater Detroit Area
Industry:
Public Safety
Work history:
NSF International - Ann Arbor, MISenior Certification Project Managersince Jan 2008State Farm Insurance - Birmingham, MIFinancial Advisor - Registered RepresentativeJan 2004 - Jan 2008
Full Profile

Alan Brilliant Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Co-Founder • Partner • Chief Executive • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Managing Partner at Four Financial Management
Title:
Managing Partner, Four Financial Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Four Financial Management - Ann Arbor, MIManaging Partnersince Nov 2008H&R Block Financial Advisors Financial AdvisorJan 1999 - Nov 2008
Full Profile

Maryen Gibbons Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Administrative Clerk • Data Scientist

Experience & Education

Position:
Patient Financial Counselor at St Joseph Mercy Health System
Location:
Greater Detroit Area
Industry:
Hospital & Health Care
Work history:
St Joseph Mercy Health System - Ann Arbor, MIPatient Financial Counselorsince Feb 2012St. Joseph Mercy Hospital Unit ClerkOct 2008 - Feb 2012
Full Profile

Erik Hockenberry Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Machine Specialist

Experience & Education

Work

Company:
American express financial advisor's - Salem, MO
Financial advisor
Company:
U s navy - Portsmouth, NH
Financial advisor
Full Profile

Laura Van Steenis Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Chief Executive • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
licensed administrative assistant
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Ann Arbor State Bank Licensed administrative assistantOct 2011 - Jun 2012Investment Solution Services, LLC Financial ConsultantNov 2008 - May 2011
Skills:
Banking, Insurance, Strategic Planning, Retirement Planning, Mutual Funds, Life Insurance, Customer ...
Full Profile

Daniel Shub Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
President at Gold Star Wealth Management & Insurance
Title:
Insurance and Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Gold Star Wealth Management & Insurance - Ann Arbor, MIPresidentsince Jun 2012Michigan Community Insurance - Northville MIInsurance and Financial AdvisorMar 2003 - Jun 2012
Skills:
Disability Insurance, 401k, Life Insurance, Health Insurance, Insurance
Certifications:
Licensed in Michigan, Texas and Arizona, State of MI, TX, AZ.
Full Profile

Nicholas Mancuso Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Director • Financial Officer • Financial Manager • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Plante & Moran, PLLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Plante & Moran, PLLC - Ann Arbor, MIFinancial Advisorsince Jan 2008
Languages:
French
Full Profile

Heather Palmer Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner

Experience & Education

Work

Company:
Bd ops, llc - Ann Arbor, MI
Case planner
Company:
Financial advisor - Ann Arbor, MI
Full Profile

Jerry Acree Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Chief Executive

Experience & Education

Work

Company:
Landlord 6585 jackson rd
Company:
Landlord 6585 jackson rd - Auburn Hills, MI
Financial advisor
Full Profile

Kelley Alleman Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Representative • Medical Support Assistant • Health Support Worker • Healthcare Support • Advertising Professional • Advertising Sales Agent • Operations Manager • Programmer

Experience & Education

Position:
Patient Financial Counselor at University of Michigan Health System
Location:
Greater Detroit Area
Industry:
Hospital & Health Care
Work history:
University of Michigan Health System Patient Financial Counselorsince Jul 2013University of Michigan Health System - Ann Arbor, MIPatient Registration RepresentativeOct 2011 - Jul 2013
Full Profile

Harrison Kennard Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Kennard Wealth Management
Title:
Independent Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Kennard Wealth Management - 1945 Pauline Blvd Ste 15-A Ann Arbor, MI 48103Financial Advisorsince Apr 2010
Full Profile

Ryan Flynn Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Model • Office Runner • Courier • Master of Business Administration • Master of Science • Computer Software Professional • Data Entry Specialist • Data Scientist • Software Developers • Operations Manager • Project Managers

Experience & Education

Position:
Associate at DTE Energy
Title:
Associate at DTE Energy Resources
Location:
Ann Arbor, Michigan
Industry:
Renewables & Environment
Work history:
DTE Energy Associatesince Aug 2012DTE Energy Financial ConsultantMay 2011 - Jul 2011
Skills:
Energy Efficiency, solar, Strategic Planning, Renewable Energy, Business Planning, Corporate...
Full Profile

Nick Lapoulas Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Student Worker • Analysts • Advisor

Experience & Education

Position:
Associate at DTE Energy Resources
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
DTE Energy Resources - Ann Arbor, MIAssociatesince Aug 2012DTE Energy - Detroit, MIADDP Financial Consultant - Summer InternJun 2011 - Sep 2011
Full Profile

Bruce Dunbar Ann Arbor, MI

Professions & Specialties

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

Experience & Education

Position:
Branch Manager / Financial Advisor at Raymond James Financial Services, Inc. / Legacy Financial, Inc
Title:
Branch Manager / Financial Advisor
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. / Legacy Financial, Inc - Ann Arbor, MIBranch Manager / Financial Advisorsince Oct 1981
Full Profile

Michael Ford Ann Arbor, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Northwestern Mutual - Ann Arbor, MIFinancial Advisorsince 2010The Summit Steakhouse & Cabin Bar General ManagerJun 2005 - Jul 2010
Full Profile

Lisa Bies Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Payable • Accounts Payable Specialist • Financial Director • Manager • Financial Officer • Financial Manager • Operations Manager • Sales Person • Sales Representative • Bachelors Degree • Organization Management • Front Office Receptionist • Managers • Team Member • Data Scientist

Experience & Education

Position:
Accounting Assistant at Ann Arbor SPARK
Location:
Greater Detroit Area
Industry:
Accounting
Work history:
Ann Arbor SPARK - Ann Arbor, MIAccounting Assistantsince Feb 2012DFCU Financial (Formerly MWFCU) Sales AssistantSep 2007 - Nov 2010
other tasks as assigned by the financial advisor
Full Profile

Marciana Janeczko Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Finance and Accounting Specialist • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Office Assistant • Planner • Project Manager • Office Clerk • Clerical Specialist • Manager • Operations Manager • Project Managers

Experience & Education

Position:
Accountant/Tax Preparer/Financial Advisor at Professional Investment Management
Title:
Accountant/Tax Preparer/Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Professional Investment Management - 5741 Elizabeth Lake Rd, Waterford MI 48327Accountant/Tax Preparer/Financial Advisorsince Oct 2009Ideation Inc - 2910 Huron Parkway, #100, Ann Arbor MI 48105Accountant/Office Manager/Meeting PlannerJun 1993 - Sep 2009
Full Profile

Craig Vrooman Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Registered Representative & Branch Manager at Raymond James Financial Services, Inc., Owner at...
Title:
Vrooman & Associates, Inc. - an independent firm
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. - 2360 E Stadium Blvd, #15, Ann Arbor, MI 48104Registered Representative & Branch Managersince Jul 1989Vrooman & Associates, Inc. - an independent firm Ownersince May 1985
..be made to persons in states where the financial advisor is not registered
Full Profile

John Kellmann Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Analyst • Analysts • Student Worker • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Ann Arbor, MIFinancial Advisorsince Jan 2013Dean Health Plan, Inc. - Madison, Wisconsin AreaHealth Care AnalystSep 2010 - Dec 2012
Full Profile

Ben Jackson Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Psychology Specialist • Customer Service

Experience & Education

Position:
Financial Counselor at GreenPath Debt Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
GreenPath Debt Solutions - Ann Arbor, MIFinancial Counselorsince May 2008Shar Products Company - Ann Arbor, MICustomer Service RepresentativeApr 2007 - May 2008
Full Profile

Cyrus Razmgar Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Doctor of Medical Dentistry • Oral Surgeon • Dental Specialist • Oral and Maxillofacial Surgeon • Stomatologist • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
DMD Candidate, University of Michigan School of Dentistry
Location:
Ann Arbor, Michigan
Industry:
Hospital & Health Care
Work history:
Capital One - Northern VirginiaFinancial AdvisorMay 2006 - Aug 2010
Skills:
Retirement Planning, Strategic Financial Planning, Financial Analysis, Wealth Management, Mutual...
Full Profile

Christopher Deruyver Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Affinity Wealth Solutions
Title:
Owner, Affinity Wealth Solutions
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Affinity Wealth Solutions Ownersince Oct 1993
Full Profile

Andrew Manthei Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Member Service Representative • Supervisor • Membership Advisor • Advisor • Managers

Experience & Education

Position:
Financial Counselor at GreenPath Debt Solutions
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
GreenPath Debt Solutions Financial Counselorsince Mar 2009MidWest Financial Credit Union - Ann Arbor, MIMember Service Representative/SupervisorJan 2004 - Feb 2009
Full Profile

Nicholas Mancuso Ann Arbor, MI

Professions & Specialties

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

Experience & Education

Work

Company:
Plante moran
Financial advisor
Company:
University of michigan football - Ann Arbor, MI
Senior student equipment manager

Skills

French language proficiency, Microsoft Office, Morningstar Advisor
Full Profile

Jeremy Schmidt Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Charles schwab & co., inc
Senior financial consultant /vice president
Company:
Td waterhouse investor services
Branch manager/vice president
Full Profile

Kristopher Gutowski Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Chairperson • Chief Executive • Bartender • Database Administrator • Retail Salesperson

Experience & Education

Work

Company:
Merrill lynch wealth management
Financial advisor, the cheslin group
Company:
Dance marathon at the university of michigan - Ann Arbor, MI
Digital marketing chair

Skills

Series 7, Series 66, Michigan Life and Health Insurance, C++, CSS, HTML, Photoshop, Salesforce.com, ...
Full Profile

John Beltran Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Summer Associate • Paralegal • Master of Science • Bachelor of Science • Advisor

Experience & Education

Work

Company:
Citigroup global markets, inc - New York, NY
Investment banking summer associate
Company:
Arango investment banking
Financial consultant
Full Profile

Theodore Bien Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Planner • Counselor • Advisor • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Sigma financial corporation
Financial consultant/investment advisory representative
Company:
Sigma financial - Ann Arbor, MI
Case planner/financial consultant
Full Profile

Ronald Ginyard Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive

Experience & Education

Work

Company:
Morgan stanley - Los Angeles, CA
Financial advisor second vice president
Company:
Ubs financial services - Los Angeles, CA
Financial advisor associate vice president
Full Profile

Adam Burgess Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Buyer • Buyer and Seller • Sales Representative • Technical Specialist • Technical Support Specialists

Experience & Education

Work

Company:
Hantz group
Financial consultant
Company:
Robert half international/accountemps - Ann Arbor, MI
Contract buyer
Full Profile

Nicholas Martens Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Nexgoal jrv michigan, llc
Client manager
Company:
Hilliard lyons - Ann Arbor, MI
Financial consultant
Full Profile

David Keosaian Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor

Experience & Education

Work

Company:
Horizons planning corporation
Financial advisor
Company:
Small business consultant
Full Profile

Phoebe Kwan Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Mercer investment consulting
Investment consulting associate
Company:
Eventrue (startup) - Ann Arbor, MI
Financial advisor
Full Profile

Ronald Ginyard Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive

Experience & Education

Work

Company:
Morgan stanley - Los Angeles, CA
Financial advisor second vice president
Company:
Ubs financial services - Los Angeles, CA
Financial advisor associate vice president
Full Profile

Todd Chamberlain Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Account Service Manager • Client Service Officer • Independent Business Owners • Customer Service

Experience & Education

Work

Company:
Building maintenance
Sole proprietor - financial consultant
Company:
Money source financial services, inc
Account executive
Full Profile

Dave Baker Ann Arbor, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Partner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Representative • Deliveryman • Courier • Account Service Manager • Agent • Sales Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Insurance Benefit Counselor • Workers Compensation Claims Examiner • Casualty Insurance Claims Examiner • Liability Specialist • Insurance Professional • Underwriter • Baker • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Database Administration Professional • Database Administrator

Experience & Education

Position:
Account Manager at Thomson Reuters
Location:
Ann Arbor, Michigan
Industry:
Accounting
Work history:
Thomson Reuters - Ann Arbor, MIAccount Managersince May 2008Citi - Southfield, MIMortgage ConsultantJun 2007 - May 2008
Skills:
Account Management, Customer Relations, Sales Management, Negotiation, Strategic Planning,...
..get into this field while working as a financial advisor
Full Profile

Junjia Hou Ann Arbor, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Apprentice • Model • Information Technology Specialist • IT Specialist • Account Manager • Chief Administrative Officer • Chief Executive • Student Worker • Bachelor of Business Administration • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Operations Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Automotive Specialist • Automotive Professional • Athletes • Sports Professional • Sports Person

Experience & Education

Title:
MBA Candidate at University of Michigan (Class 2013) - Stephen M. Ross School of Business
Location:
Ann Arbor, Michigan
Industry:
Information Technology and Services
Work history:
Cummins Inc. - Columbus, IndianaMBA Finance InternJun 2012 - Aug 2012Logic Solutions - Ann Arbor, MichiganInternational Trade Account ManagerApr 2010 - Aug 2011
Skills:
Quantitative Analysis, Team Leadership, Intercultural Communication, Fast Learner, Project...
Languages:
English, Chinese, Shanghainese
Certifications:
Passed CFA Level One Exam (December 2010)
expanding financial advisor's client base
Full Profile

Linda Cherry Detroit, MI

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • School Administrator • Educational Manager • Administrative Associate • Advisor • Administrative Clerk • Clerical Specialist • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Retirement Education Specialist at CUNA Mutual Group
Title:
Retirement Education Specialist with CUNA Mutual
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CUNA Mutual Group - United StatesRetirement Education Specialistsince Oct 2011MassMutual Financial Group - MidwestRetirement Education SpecialistJun 2008 - Jul 2011
Financial Advisor/Retirement Education Specialist..
Full Profile

Caleb Collier Ann Arbor, MI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Fifth Collier Financial, LLC
Location:
Ann Arbor, Michigan
Industry:
Financial Services
Work history:
Fifth Collier Financial, LLC Presidentsince Jan 2010Senior Benefits & Planning/Collier Financial Financial PlannerJan 2002 - Jan 2010
Chartered Financial Consultant
Full Profile

Arathi Venkatachalam Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Intelligence Professional • Analyst • Business Consultant • Advisor • Analysts • Wellness and Fitness • Business Analyst • Senior Analyst • Team Leader • Project Managers • Operations Manager • Programmer Analyst • Computational Scientist • Information Technology Specialist • Data Entry Specialist • Data Scientist • Systems Administrator • Computer Systems Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Analyst • Information Systems Analyst • Computer Scientists • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Engineering • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Intelligence Analyst at Ally Financial Inc., IT Business Intelligence Analyst at Wellness...
Title:
Business Intelligence at Ally Financial Inc.
Location:
Greater Detroit Area
Industry:
Health, Wellness and Fitness
Work history:
Ally Financial Inc. - DetroitBusiness Intelligence Analystsince Mar 2013Wellness & Prevention, Inc. a Johnson & Johnson Company. - Ann Arbor MIIT Business Intelligence Analystsince Apr 2012
Skills:
Data Warehousing, Data Analysis, SQL, Data Modeling, Project Management, IBM AS/400, Master Data...
../ Business Analyst at H & R Block Financial Advisor
Full Profile

Jared Weinerman Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Advertising Professional • Marketing Intern • SEO Specialist • Advertising Sales Agent • Marketing Professional • Web Marketer • Director • Marketing Manager • Operations Manager • Business Administrator • PR and Communications Professional • Advisor • Parking Lot Attendant • Public Relations Professinal • Client Service Officer • Oncologist • Psychologist • Medical Practice Professional • Medical Practitioner • Entertainment Professional • Entertainer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Psychology Specialist

Experience & Education

Position:
Project Coordinator at ePrize
Location:
Greater Detroit Area
Industry:
Marketing and Advertising
Work history:
EPrize - Pleasant Ridge, MIProject Coordinatorsince May 2012Summit Sports Inc. - Bloomfield Hills, MIMarketing InternJun 2011 - Aug 2011
Financial Advisor Magazine
Full Profile

Chris Ekpiken Ann Arbor, MI

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Chief Executive Officer • Operations Manager • Corporate Executive • Counselor • Volunteer • Business Administrator • Advisor • Non-Profit • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Our House Michigan, Banker at Chase
Title:
Board President at Our House Michigan
Location:
Ann Arbor, Michigan
Industry:
Banking
Work history:
Our House Michigan Presidentsince Sep 2012Chase Bankersince Jun 2011
Skills:
Banking, Insurance, Wealth Management, Financial Management, Funding, Fundraising, Youth Mentoring, ...
Licensed Financial Consultant at National City Bank
Full Profile


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