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Financial Consultants in Georgia

Financial Consultants in Atlanta, GA

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250 results found

Perry Smith Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at NestWise
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
NestWise Financial Advisor
Full Profile

Jeremy Fare Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Chief Executive

Experience & Education

Position:
Financial Advisor at PNC Investments
Location:
Atlanta, Georgia
Industry:
Investment Management
Work history:
PNC Investments - Greater Atlanta AreaFinancial Advisorsince Jul 2012Sterne Agee - Atlanta, GAFinancial AdvisorOct 2010 - Jul 2012
Skills:
Strategic Partnerships, Sales Presentations, Finance, Start-ups, New Business Development,...
Full Profile

Scott Waller Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones Investments
Location:
Greater Atlanta Area
Industry:
Investment Banking
Work history:
Edward Jones Financial Advisorsince Apr 2010Fairburn Fire Department Company OfficerMar 2006 - Apr 2010
Full Profile

Lawrence Bishop Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technician • PR and Communications Professional • Technical Specialist • Technical Support Specialists • Public Relations Professinal • Purchasing Managers • Recruitment • Bachelor of Fine Arts • Jockey • Horse Racer • Racer • Advertising Professional • Advertising Sales Agent • Medical Practice Professional • Medical Practitioner • Maintenance and Repair Worker • Entertainer

Experience & Education

Position:
Financial Advisor at Nestwise, A Registered Investment Advisor, Director at Conscious Mechanism...
Title:
Financial Advisor at Nestwise, A Registered Investment Advisor
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Nestwise, A Registered Investment Advisor - Greater Atlanta AreaFinancial Advisorsince Apr 2013Conscious Mechanism Studios Directorsince Feb 2009
Skills:
Live Events, Lighting, Sound, Advertising, Accounting, Strategic Financial Planning, Financial...
Full Profile

Donald Smith Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Vice President • Operations Manager • Chief Executive • Region Manager • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • School Principal • School Administrator • Educational Manager • Bachelor of Science • Business Administrator • Area Manager • Managers • Human Resources Specialist • Recruitment

Experience & Education

Position:
Manager of Financial Services at Prudential Insurance Company of America, Newark, NJ
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Prudential Insurance Company of America, Newark, NJ - Atlanta, GAManager of Financial Servicessince Oct 2010AXA Advisors Vice President, National Division. Financial ConsultantMar 2008 - Oct 2010
Skills:
Insurance, Securities, Licensing, Start-ups, Retirement Planning, Investments, Estate Planning,...
Full Profile

R. Baker Atlanta, GA

Professions & Specialties

Financial Consultant • Banker • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Financial Manager • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Managers • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Position:
First Vice President - Certified Investment Management Analyst at Merrill Lynch
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Merrill Lynch First Vice President - Certified Investment Management Analystsince Nov 2005Morgan Stanley Smith Barney Senior Vice President - Senior Portfolio Manager1994 - 2005
Skills:
Investment strategy, marriage between art and commerce, delivering high yield results, and...
Senior Financial Advisor
Full Profile

Jim Mcgeehan Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Corporate Executive • Chief Executive

Experience & Education

Position:
Registered Investment Advisor at Oaktree Capital LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Oaktree Capital LLC - Oaktree Capital LLCRegistered Investment Advisorsince Feb 2011Morgan Stanley Smith Barney Financial Advisor2008 - Feb 2011
Full Profile

Christopher Riley Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Warbird Consulting Partners, LLC
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
Warbird Consulting Partners, LLC - Atlanta, GAFinancial Consultantsince 2012Huron Consulting Group (Partially Acquired by Warbird) - Alanta, GAFinancial Consultant2008 - 2011
Skills:
Internal Controls, Accounting, Internal Audit, Sarbanes-Oxley Act, Due Diligence, Cost Accounting,...
Languages:
Japanese
Full Profile

Kelvin Pettaway Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Advisor • Analyst • Analysts • IT Specialist • Information Technology Specialist • IT Analyst • Master of Business Administration • Master of Science

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor - Merrill Lynch
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Merrill Lynch - GeorgiaFinancial Advisorsince Sep 2011Morgan Stanley - GeorgiaFinancial AdvisorJan 2011 - Aug 2011
Skills:
CRM, Result Oriented, Business Requirements, Cross-functional Team Leadership, Project Management,...
Full Profile

Kris Anderson Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Loan Accountant • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Managing Director at AloStar Bank Of Commerce
Title:
Managing Director, AloStar Bank of Commerce
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
AloStar Bank Of Commerce Managing Directorsince Sep 2011Carl Marks Advisory Group Managing DirectorJan 2010 - Sep 2011
Skills:
Restructuring, Workout, Bankruptcy, Enforcement, Risk Management, Banking, Financial Advisory,...
Certifications:
Series 7 and 63 Securities Licenses
Financial advisor responsible for sourcing and exe..
Full Profile

Philip Mcmullin Atlanta, GA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Marketing Manager • Chief Executive

Experience & Education

Position:
Branch Manager / Registered Principal at McMullin, Stone & Associates, Inc.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
McMullin, Stone & Associates, Inc. Branch Manager / Registered Principalsince Dec 1995McMullin and Associates, Inc. PresidentJul 1976 - Nov 1995
Skills:
Our team serves a select group of Southeastern families and businesses managing their financial and ...
Full Profile

Paul Cantrell Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Financial Manager

Experience & Education

Position:
Financial Advisor at Invest Financial
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Invest Financial Financial AdvisorMorgan Stanley Financial Advisor1998 - 2003
Full Profile

Kelly Musgrave Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at MetLife
Title:
Financial Consultant @ Metlife
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
MetLife - Greater Atlanta AreaFinancial Consultantsince Nov 2011MetLife - Greater Detroit AreaFinancial ConsultantOct 2005 - Nov 2011
Full Profile

Thomas Seamans Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Site Manager • Construction Specialist • Construction Laborer • Personal Trainer • Fitness Trainer

Experience & Education

Position:
Marketing Professional at Foundation Financial Group
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Foundation Financial Group Marketing Professionalsince Jul 2010Hantz Financial Services Financial AdvisorAug 2007 - Jun 2010
Skills:
Risk Management, Mortgage Planning, Post-Divorce Planning, Sales
Full Profile

Scott Giordano Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Vice President • Chief Executive • Sales Manager • Health Professional • Health Practitioner

Experience & Education

Title:
Financial Advisor at LPL Financial
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
LPL Financial - AtlantaFinancial AdvisorApr 2011 - May 2012Bank of America / Merrill Lynch Relationship Manager / Financial AdvisorJun 2008 - Apr 2011
Full Profile

Joe Estes Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Managing Director, Group Co-Head, Technology Services Investment Banking at Raymond James
Title:
Managing Director, Co-Head of Technology Services Investment Banking
Location:
Greater Atlanta Area
Industry:
Investment Banking
Work history:
Raymond James Managing Director, Group Co-Head, Technology Services Investment Bankingsince Feb 2005JPMorgan Managing Director, Co-Head of Software and Services, Technology Investment BankingJan 1999 - Jan 2005
..be made to persons in states where the Financial Advisor is not registered
Full Profile

Kelly Crouse Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Vice President • Chief Information Officer • Region Manager • Operations Manager • Chief Executive • Technology Director • Technology Manager • Technical Managers • Security • Advisor • Business Administrator • Area Manager • Managers • Technical Support Specialist • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Bachelor of Science • Master of Science • Talent Agent • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Sales Director, National Accounts at ManpowerGroup
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
ManpowerGroup Sales Director, National Accountssince May 2011Morgan Stanley Smith Barney Financial Advisor2009 - 2011
Skills:
Consultative Selling, Account Management, Customer Relations, Negotiation, Strategic Planning,...
Full Profile

Karmin Wells Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
AVP, Financial Consultant at Wells Fargo Insurance Services
Title:
AVP, Financial Consultant, Wells Fargo Insurance Services
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Wells Fargo Insurance Services - Atlanta, GAAVP, Financial Consultantsince Mar 2002
Full Profile

Alfred Dingler Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Chairperson • Owner • Chief Executive • Marketing Manager • Brand Planner • Brand Representative

Experience & Education

Position:
Divorce Strategies Consultant - Uncontested, Mediation & Collaborative Divorce Resources at...
Title:
Divorce Services Strategist & Consultant | Investment & Financial Advisor | President of Prime Financial Services
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Prime Divorce Strategies - Fayetteville, GeorgiaDivorce Strategies Consultant - Uncontested, Mediation & Collaborative Divorce Resourcessince 1985Prime Financial Services - Fayetteville, GeorgiaInvestment & Financial Advisor | President & Ownersince 1985
Full Profile

Larry Logan Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Non-Profit • Advisor • Independent Contractor • Contractor • Buyer • Sales Executive • Buyer and Seller • Sports Trainer • Sports Trainers • Advocate • Jurist • Legal Counsel • Psychologist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Sales Manager • Psychology Specialist

Experience & Education

Position:
Investment Counselor at BB&T Investment Services
Title:
Investment Counselor
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
BB&T Investment Services Investment Counselorsince 2012MetLife Resources - Greater Atlanta AreaFinancial Advisor2009 - 2012
Full Profile

Yvette Floyd Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant

Experience & Education

Work

Company:
The georgia advocacy office
Accountant/a/p specialist
Company:
Robert half int'l
Financial consultant
Full Profile

Stanton Gershon Atlanta, GA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Underwriter • Bookkeeper

Experience & Education

Position:
Senior Financial Services Representative at Principal Financial Group
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Principal Financial Group Senior Financial Services Representativesince Apr 1973
Skills:
Problem solving
Full Profile

Billy Focia Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Merrill Lynch - Greater Atlanta AreaFinancial Advisorsince Sep 2012USA Benefits Group - Greater Atlanta AreaAgentDec 2011 - Sep 2012
Skills:
Insurance, Customer Service, Health Insurance, Team Building, PowerPoint, Coaching, Excel, Customer ...
Full Profile

Derek Lester Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Metlife
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
Metlife Financial advisor
Full Profile

Jazmine Jones Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at SunTrust, Financial Advisor at SunTrust
Title:
Financial Advisor at SunTrust
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
SunTrust Financial Advisor
Full Profile

Kari Kemnitz Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Representative • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Consultant at Carter Terry & Co., Treasurer at SkaterAid
Title:
Financial Consultant at Carter Terry & Co.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Carter Terry & Co. Financial Consultantsince Nov 2006SkaterAid Treasurersince 2006
Skills:
Series 7, Financial Planning, Equities, Trading, Financial Analysis, Capital Markets, Currently...
Full Profile

Joe Carroll Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Bryant, Carroll and Associates a private wealth advisory practice of...
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Bryant, Carroll and Associates a private wealth advisory practice of Ameriprise Financial Services, - 6 Concourse Parkway Suite 1975 Atlanta Ga. 30328-6210Financial Advisorsince 2012J.F.Carroll Consulting President2006 - Nov 2012
Full Profile

Todd Hudson Atlanta, GA

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:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2007
Full Profile

Angela Reed Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL ADVISOR at WACHOVIA BANK
Location:
Greater Atlanta Area
Industry:
Banking
Work history:
WACHOVIA BANK FINANCIAL ADVISOR
Full Profile

John Rosser Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Raymond James Financial Advisor
Full Profile

Ann Volle Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Ronald Blue & Co.
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
Ronald Blue & Co. Financial Advisor
Full Profile

Bpb Anderson Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank of Hiawassee
Location:
Greater Atlanta Area
Industry:
Banking
Work history:
Bank of Hiawassee Financial Advisor
Full Profile

Delray Smith Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Examiner • Technician • Counselor • Inspector • Technical Specialist • Technical Support Specialists • Advisor • Revenue Agent • Bachelor of Business Administration • Analysts • Customer Service • Operations Manager • Community Service Manager

Experience & Education

Position:
Corporate Tax Examiner at Georgia Department of Revenue
Location:
Greater Atlanta Area
Industry:
Consumer Services
Work history:
Georgia Department of Revenue - Atlanta, GeorgiaCorporate Tax Examinersince May 2013Georgia Department of Revenue Revenue Agent AssistantNov 2007 - Apr 2009
Full Profile

Gregory Verrier Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer • International Affairs • Project Manager • Counselor • Business Administrator • Organization Management • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Project Managers

Experience & Education

Position:
Devotional Writer at Our Daily Reflection
Location:
Greater Atlanta Area
Industry:
International Affairs
Work history:
Our Daily Reflection Devotional Writersince Jul 2010JPMorgan Chase Financial AdvisorDec 2007 - May 2009
Full Profile

Karol Mcclure Atlanta, GA

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Chief Administrative Officer • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Medical Practice Professional • Medical Practitioner • Managers • Accounts Receivables Specialist • Accounts Receivable • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Dental/Medical Administrative Professional
Location:
Greater Atlanta Area
Industry:
Medical Practice
Work history:
Jerry Nutt & Associates Office ManagerNov 2009 - Oct 2012Medco Services at Gwinnett Medical Center Financial CounselorMay 2010 - Jan 2011
Full Profile

John Curry Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Advertising Professional • Advertising Sales Agent • Customer Service

Experience & Education

Position:
Account Executive at JDC Marketing
Title:
Marketing Account Executive
Location:
Greater Atlanta Area
Industry:
Marketing and Advertising
Work history:
JDC Marketing Account ExecutiveSterne Agee - Roswell, GAFinancial AdvisorJul 2010 - Nov 2011
Full Profile

Rebecca Cates Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President of Sales • Vice President • Chief Executive • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor - Wells Fargo Advisors, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Alpharetta, GeorgiaFinancial Advisorsince 2010LAMC V.P. Sales and MarketingOct 2001 - Jan 2010
Full Profile

Karen Chermak Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor at Buckhead Investment Partners
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Buckhead Investment Partners - Greater Atlanta AreaInvestment Advisorsince May 2011Charles Schwab Financial ConsultantDec 1994 - Aug 2010
Full Profile

Joseph Coleman Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Analysts • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Alpharetta, GAFinancial Advisorsince Sep 2012Etrade Financial Platinum Relationship ManagerMay 2009 - Oct 2012
Certifications:
Financial Planning, Boston University
Full Profile

Chad Burns Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Portfolio Manager at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
Atlanta, Georgia
Industry:
Investment Management
Work history:
Morgan Stanley - Atlanta, GAFinancial Advisor - Portfolio Managersince 2012SunTrust Robinson Humphrey - Atlanta, GAVP Credit Portfolio Manager - Capital Markets2004 - 2012
Full Profile

Pete Chfc Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Sep 2003Aerus LLC Marketing RepJan 1990 - Apr 2004
Skills:
Investment Advice, Retirement Planning Strategies, Small Business, Protection and Insurance, Estate ...
Full Profile

Mark Hope Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Officer • Financial Manager • Vice President • Chief Executive • Master of Science

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - 2300 Windy Ridge ParkwayFinancial Advisorsince Jul 2011MassMutual Financial Group Financial Services RepresentativeMar 2011 - Jul 2011
Full Profile

Karen Reynolds Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Counselor • Advisor • Vice President

Experience & Education

Position:
President and CFO at Wireless Extenders, Inc.
Location:
Greater Atlanta Area
Industry:
Telecommunications
Work history:
Wireless Extenders, Inc. - Greater Atlanta AreaPresident and CFOsince Jan 2008DH Supply Company - Greater Atlanta AreaCFO/Financial Consultant2005 - 2007
Full Profile

Josh Hobbs Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Client Manager • Client Service Officer • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service

Experience & Education

Position:
Regional Client Manager at MedAssets
Title:
Manager, Client Relations
Location:
Atlanta, Georgia
Industry:
Hospital & Health Care
Work history:
MedAssets Regional Client Managersince 2011MedAssets Senior Financial Consultant2011 - 2012
Full Profile

Don Mcdonald Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Independent Business Owners • Contractor

Experience & Education

Position:
Owner at McDonald Wealth Management, LLC.
Title:
Owner, McDonald Wealth Management, LLC.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
McDonald Wealth Management, LLC. Ownersince Aug 2008H&R Block Financial Advisors Financial AdvisorJun 2002 - Aug 2008
Full Profile

Bill Griffith Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Law Specialist • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Representative • Advisor • Contractor • Owner • Chief Administrative Officer • General Partner • Partner • Chief Executive • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Attorney at Self Employed, CPA & Financial Advisor at Self Employed
Title:
Attorney & CPA
Location:
Greater Atlanta Area
Industry:
Law Practice
Work history:
Self Employed Attorneysince 2001Self Employed CPA & Financial Advisorsince 1974
Skills:
Estate Planning, Litigation
Certifications:
Attorney, State Bar of Georgia
Certified Public Accountant, Georgia State Board of Accountancy
Full Profile

Anthony Freeman Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
First Vice President, Financial Advisor at UBS Financial Services Inc.
Title:
Wealth Advisor, CFP
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. First Vice President, Financial Advisorsince Feb 2008Morgan Stanley First Vice President, Financial AdvisorMay 1999 - Feb 2008
Skills:
Investment Advisory, Mutual Funds, Series 65, Investments, Wealth Management, Asset Allocation,...
Full Profile

Bill Roberts Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Board Member • Director • Management Team Executive • Operations Manager

Experience & Education

Title:
Accounting and Financial Consultant
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
Kelly Financial Services ConsultantFeb 2010 - Apr 2010Accretive Solutions ConsultantAug 2009 - Oct 2009
Full Profile

John Fisher Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at UBS Wealth Management
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
UBS Wealth Management Financial Advisorsince Feb 2011Auburn Tower Place LLC Property ManagerMay 2007 - Dec 2010
Full Profile

Bill Dyches Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Principal at Wealth Advisory Group, LLC
Title:
Principal - Wealth Advisory Group, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wealth Advisory Group, LLC Principalsince 2009Peachtree Planning Corporation Financial AdvisorJan 1997 - Dec 2009
Skills:
Estate Planning, Strategic Financial Planning, Wealth Management, Retirement Planning, Wealth,...
Full Profile


Financial Consultants near Atlanta, GA0918273645DecaturScottdaleConley