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Financial Consultants in Texas

Financial Consultants in Austin, TX

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250 results found

Anthony Akhetuamen Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Engineering Specialist • Cashier • Orderly • Master of Business Administration • Bachelor of Business Administration • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Location:
Austin, Texas Area
Industry:
Environmental Services
Work history:
Modern Woodmen of America Financial AdvisorJun 2008 - Aug 2008Texas Commission on Environmental Quality Environmental Engineering SpecialistAug 1998 - Jan 2008
Skills:
GOOD KNOWLEDGE OF THE FOLLOWING:, Emission calculations and specifications of emission source...
Full Profile

Steve Warrington Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Independent Financial Advisor at Calton & Associates, Inc.
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
Calton & Associates, Inc. - Austin, Texas AreaIndependent Financial Advisorsince Jan 2012Choice Investments - Austin, Texas AreaFinancial AdvisorMar 1992 - Dec 2011
Full Profile

Tom Mezger Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Title:
Independent Global Financial Consultant
Location:
Austin, Texas Area
Industry:
Electrical/Electronic Manufacturing
Full Profile

Yannick Miquel Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Independent Business Owners • Master of Science • Contractor • Managers • Analysts

Experience & Education

Title:
Financial Services Executive
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Director of Network Office SupervisionOct 2007 - Apr 2010Investors Capital Corporation Assistant Director of Advisory ComplianceOct 2005 - Oct 2007
Analyzed top 50 financial advisor sales activities for home office..
Full Profile

Sarah Erp Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service

Experience & Education

Position:
Corporate Accounts Manager at Drillinginfo
Location:
Austin, Texas Area
Industry:
Oil & Energy
Work history:
Drillinginfo Corporate Accounts Managersince Aug 2012SWBC Investment Services Financial AdvisorJan 2012 - Aug 2012
Skills:
Retirement Planning, Investments, Wealth Management, Strategic Financial Planning, Fixed Annuities, ...
Full Profile

Kasey Gahler Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager • Operations Manager • Sales Agent • Sales Representative • Medical Practice Professional • Surgical Specialist • Medical Practitioner • Inbound Marketer • Web Marketer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator

Experience & Education

Position:
Owner; Financial Advisor at Gahler Financial
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Gahler Financial Owner; Financial Advisorsince Sep 2007North Star Resource Group Financial AdvisorAug 2002 - Jun 2007
Skills:
Retirement Planning, Wealth Management, College Planning, Individual Investing, Risk Management and ...
Full Profile

Sarita Null Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Analyst • Advisor • Analysts • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist • Operations Manager • Managers • Non-Profit • Skilled Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at SWBC Investments, LLC, Owner/Consultant at Growth InSight, HRD Consulting
Title:
AAMS, Financial Advisor at SWBC Investments, LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
SWBC Investments, LLC - Austin, Texas AreaFinancial Advisorsince Aug 2012Growth InSight, HRD Consulting Owner/Consultantsince 1995
Languages:
Spanish
Full Profile

Rick Nelson Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor • Counselor • PR and Communications Professional • Representative • Advisor • Public Relations Professinal • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Board Member • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager

Experience & Education

Position:
Principal and Senior Communications Consultant at RAN Consulting Group
Title:
Investor Relations and Financial Communications Executive
Location:
Austin, Texas Area
Industry:
Public Relations and Communications
Work history:
RAN Consulting Group - Austin, Texas AreaPrincipal and Senior Communications Consultantsince Feb 2009Dix & Eaton Managing Director; Member of Board of Directors and Leadership CommitteeDec 1995 - Feb 2009
served as internal strategic financial counselor to firm's executive team
Full Profile

Lee Carter Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Director • Vice President • Financial Officer • Financial Manager • Chief Executive • Model • Business Administrator • Advisor • Tour Guide • Management Analysts • Operations Manager • Community Service Manager • School Principal • School Administrator • Educational Manager • Bachelor of Business Administration • Government Administration Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Paralegal • Student Worker

Experience & Education

Position:
Associate at Teacher Retirement System of Texas
Location:
Austin, Texas
Industry:
Investment Management
Work history:
Teacher Retirement System of Texas - Austin, Texas AreaAssociatesince Jul 2012Rockwater Energy Solutions - Houston, Texas AreaFinancial ConsultantSep 2011 - Jun 2012
Full Profile

Brooke-lynn Cottam Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Staff Consultant • Office Assistant • Speaker • Counselor • Advisor • Office Clerk • Clerical Specialist • Spokesperson • Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Student Worker • Vice President • Chief Executive • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Title:
Contract Worker in IT Financial Services Department at Whole Foods Market Corporate Headquarters
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Clifton Gunderson LLP - Albuquerque, New Mexico AreaStaff ConsultantJun 2009 - Nov 2011Kozak & Associates - Greater Denver AreaOffice ManagerSep 2007 - Jul 2008
Successfully managed 40 financial advisor seminar dinners: reserved banque..
Full Profile

Jeff Noland Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Non-Profit • Support Specialists • IT Specialist

Experience & Education

Position:
Senior Financial Advisor - Cloud Client Computing at Dell
Title:
Sr. Financial Advisor at Dell
Location:
Austin, Texas Area
Industry:
Computer Hardware
Work history:
Dell Senior Financial Advisor - Cloud Client Computingsince Feb 2013Dell - Based in Austin, travelled globallyAudit and Internal Consultant AdvisorFeb 2011 - Feb 2013
Full Profile

Ben Randle Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director of Business Development • Chief Executive • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainment Professional • Entertainer • Entrepreneur • Managers • Administrative Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Emergency Medicine Specialist • Medical Practice Professional • Medical Practitioner • Information Technology Specialist • IT Specialist • Food Preparer • Food Preparation Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at The Solomon Group
Title:
Vice President and Financial Advisor at The Solomon Group, LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
The Solomon Group Vice Presidentsince Feb 2010Lapis Ventures Director of Business Development2009 - 2010
Skills:
Financial Planning, Insurance, Retirement Planning, Small Business, Strategic Financial Planning,...
Languages:
English, French, German
Full Profile

Michael Sandhu Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Personal banker Financial Advisor at Chase
Location:
Austin, Texas Area
Industry:
Retail
Work history:
Chase Personal banker Financial Advisorsince Aug 2012Wachovia, A Wells Fargo Company - Richmond, Virginia AreaPersonal Banker Financial AdvisorApr 2011 - 2012
Full Profile

Anthony Klatko Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Student Worker

Experience & Education

Title:
Financial Advisor at Waddell & Reed
Location:
Austin, Texas Area
Industry:
Capital Markets
Full Profile

Joe Dubose Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Exploration Geologist • Environmental Analyst • Environmental Services Professional • Environmentalist • Geo Scientist • Geoscientist • Counselor • Project Manager • Advisor • Operations Manager • Project Managers

Experience & Education

Position:
Financial Advisor at Capitol Wealth Strategies
Title:
Financial Advisor serving families and small businesses Retirement Planning Wealth Preservation
Location:
Austin, Texas
Industry:
Financial Services
Work history:
Capitol Wealth Strategies - Austin, Texas AreaFinancial Advisorsince Dec 2012Veritat Advisors - Austin, TXFinancial AdvisorJul 2012 - Aug 2012
Skills:
Mortgage Lending, Loan Origination, Asset Managment, Personal Finance, Financial Services,...
Languages:
Spanish
Full Profile

Jon Topolski Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Counselor • Advisor • Athletes

Experience & Education

Position:
Vice President- Texas Region at Vineyard Financial Group, Registered Tax Return Preparer at...
Title:
Vice President- Texas Region at Vineyard Financial Group
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Vineyard Financial Group Vice President- Texas Regionsince Aug 2009Vineyard Tax Preparation and Management Registered Tax Return Preparersince Jan 2013
Financial Advisor at First Allied Securities Inc
Full Profile

Simon He Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Dell, Inc.
Location:
Austin, Texas Area
Industry:
Computer Hardware
Work history:
Dell, Inc. Financial Consultant
Full Profile

Ezra Spear Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable Manager • Accounts Receivables Specialist • Accounts Receivable • Business Administrator • Deputy Manager • Chief Executive • Postal Service Manager • Operations Manager

Experience & Education

Work

Company:
Quid pro quo consulting
Financial consultant
Company:
Ok, mo, and la
Senior military educational liaison tx
Full Profile

Ryan Haun Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
AXA Advisors - Austin, Texas AreaFinancial Consultantsince Aug 2010Texstar Austin Realty Sales SpecialistMay 2008 - Mar 2009
Full Profile

Derrick Payne Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Materials Planner at Austin Energy
Location:
Austin, Texas Area
Industry:
Utilities
Work history:
Austin Energy Materials Plannersince Sep 2011Austin Energy MuniProg Financial AdvisorMay 2010 - Sep 2011
Full Profile

Kim Eastwood Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Lead Financial Advisor at USAA
Location:
Austin, Texas Area
Industry:
Insurance
Work history:
USAA Lead Financial Advisor
Full Profile

Agustin Beitia Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Independent Contractor • Contractor • Partner • Chief Executive • Fitness Director • Workout Specialist • Sports Trainers • Host • Independent Business Owners • Advisor • Managers • Project Managers • Operations Manager • Community Service Manager • Construction Specialist • Construction Laborer • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Consultation and Global Asset Management at Self-employed
Title:
Financial Consultant and Global Asset Manager
Location:
Austin, Texas Area
Industry:
Management Consulting
Work history:
Self-employed - Austin, Texas & Bilbao, SpainFinancial Consultation and Global Asset Managementsince May 2007YMCA of Austin Fitness DirectorFeb 2004 - Aug 2005
Skills:
Public Speaking, Strategic Planning, Team Building, Management, Project Management, Program...
Languages:
Spanish
Full Profile

Susan Constancio Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Work

Company:
Southern careers instituteaustin - Austin, TX
Financial aid officer
Company:
Southwest institute of technologyaustin - Austin, TX
Financial advisor
Full Profile

David Wilby Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • High School Diploma • Associate of Arts • Customer Service • Sales Representative

Experience & Education

Work

Company:
Ing institutional plan services - Braintree, MA
Financial advisor
Company:
Legal seafoods - Boston, MA
Marketing assistant

Skills

Series 6
Full Profile

Jennifer Medrano Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Software Developers • Industrial Engineer

Experience & Education

Title:
Financial Consultant at Dell
Location:
Austin, Texas Area
Industry:
Computer Hardware
Full Profile

Craig Robinson Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Non-Profit

Experience & Education

Position:
Financial Advisor at The Solomon Group, Inc., Owner at M&B Contracting Services, Corp
Title:
Financial Professional at The Solomon Group LLC
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
The Solomon Group, Inc. - Austin, Texas AreaFinancial Advisorsince Oct 2011M&B Contracting Services, Corp - Austin, Texas AreaOwnersince Feb 2004
Skills:
Small Business, Contract Negotiation, Budgeting, Customer Relations, Customer Service, Problem...
Full Profile

Becky Morkovsky Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Advisor at Capitol City Trade Technical School
Location:
Austin, Texas Area
Industry:
Education Management
Work history:
Capitol City Trade Technical School Senior Financial Advisor
Full Profile

William Moss Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Machine mass media, llc
Writer
Company:
American express/ameriprise - Glendale, CA
Personal financial advisor
Full Profile

Bradley Tamkin Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Construction • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales Director at Dantam S.A.de C.V.
Location:
Austin, Texas
Industry:
Wholesale
Work history:
Dantam S.A.de C.V. - Austin, Texas AreaSales Directorsince Sep 2009Wachovia Securities - Austin, Texas AreaFinancial Advisor CRPCJun 2008 - Jul 2009
Skills:
Microsoft Office, Customer Relations, Budgeting, Forecasting, Customer Service, Problem Solving,...
Languages:
Spanish
Full Profile

Jeffrey Riley Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
AVP Financial Consultant at Wells Fargo Investments
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
Wells Fargo Investments AVP Financial Consultant
Full Profile

Christian Merritt Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor to Public Entities at Government Capital Securities
Title:
Financial Advisor to Public Entities
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Government Capital Securities - Central TexasFinancial Advisor to Public Entitiessince Mar 2011Linn Group Client Services RepresentativeJul 2008 - Feb 2011
Skills:
Trading, Financial Analysis, Series 7, Series 63, Investments, Customer-focused Sales, Bond...
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Warren Dang Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Apprentice • Advisor • Controller • Student Worker • Business Administrator • Construction Manager • Foreman • Construction Administrator • Bachelor of Science • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Project Managers • Operations Manager

Experience & Education

Position:
Senior Advisor - Financial Analysis at Dell
Title:
Senior Financial Advisor at Dell
Location:
Austin, Texas
Industry:
Computer Hardware
Work history:
Dell - Round Rock, TexasSenior Advisor - Financial Analysissince Jul 2012Dell - Round Rock, TexasIntern Graduate Sr. AdvisorJun 2011 - Aug 2011
Skills:
Business Strategy, Data Analysis, Financial Analysis, Strategic Planning, Financial Modeling,...
Full Profile

Jon Mccorkle Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Leader • Managers • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Account Executive at Aptean
Location:
Austin, Texas Area
Industry:
Computer Software
Work history:
Aptean - Austin, TX, Atlanta, GAAccount Executivesince 2012AXA Advisors Financial Advisor2009 - 2010
Full Profile

Ray Bauer Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Seniorr Financial consultant at Thrivent
Location:
Austin, Texas Area
Industry:
Investment Management
Work history:
Thrivent Seniorr Financial consultant
Full Profile

Julie Carter Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Network Consultant • Computer Network Professional • Computer Consultant • IT Consultant • Network Administrator • Counselor • Advisor • Computer Software Professional • Software Developers • Analysts • Master of Business Administration • Bachelor of Science • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Consultant at Resources Global Professionals
Location:
Austin, Texas
Industry:
Computer Networking
Work history:
Resources Global Professionals - Austin, TexasFinancial Consultantsince Nov 2012Bridgepoint Consulting, LLC ConsultantApr 2010 - Nov 2012
Full Profile

Rebecca Morkovsky Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Advisor at Capitol City Trade Technical School
Location:
Austin, Texas Area
Industry:
Education Management
Full Profile

Marcus Stone Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Physician • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Construction • Recruitment

Experience & Education

Position:
Financial Advisor at North Star Resource Group
Title:
"Changing Lives, Forever"
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
North Star Resource Group Financial Advisorsince Feb 2009Systech Group, Ltd. InternAug 2007 - Dec 2007
Full Profile

Betsy Perez Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction • Chief Accountant • Account Manager • Analysts • Accounting Bookkeeper • Accounts Payable • Accounts Payable Specialist • Bookkeeper • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Support Specialist • Computer Network Professional • Systems Support Specialist • Support Specialists • Network Administrator • Bachelor of Business Administration • Government Administration Professional • Customer Service • Community Service Manager

Experience & Education

Position:
Financial Consultant at City of Austin
Title:
Financial Consultant at City of Austin Neighborhood Housing & Community Development
Location:
Austin, Texas Area
Industry:
Construction
Work history:
City of Austin - Austin, Texas AreaFinancial Consultantsince Nov 2012Austin Energy - Austin, Texas AreaSenior AccountantSep 2010 - Nov 2012
Full Profile

Eric Pomerantz Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Oppenheimer & Co.
Location:
Austin, Texas Area
Industry:
Investment Management
Full Profile

Raoul Celerier Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Financial Advisor & Managing Director, MBA CRPC® at Kraus, Celerier & Associates, a...
Title:
Financial Advisor/Managing Director at Kraus, Celerier & Assoc, a financial advisory practice of Ameriprise Financial
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Kraus, Celerier & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisor & Managing Director, MBA CRPC®since Sep 2004Herbalife Sr MgrFeb 2002 - Mar 2003
Languages:
French, Spanish
Certifications:
CA Insurance, State of California
AR Insurance, State of Arkansas
Full Profile

William Brilliant Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Century Management
Location:
Austin, Texas Area
Industry:
Investment Management
Full Profile

Marshall Carlson Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Student Worker

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Austin, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - Austin, Texas AreaFinancial Advisorsince Sep 2012Merrill Lynch - Austin, Texas AreaClient AssociateSep 2011 - Sep 2012
Full Profile

Jutta Herman Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Chief Administrative Officer • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Acrobat • Food service • Project Development Specialist • Construction • Administrative Clerk • Clerical Specialist • Publishing Professional • Skilled Professional • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Scientist

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Austin, Texas Area
Industry:
Real Estate
Work history:
Edward Jones Branch Office Administratorsince Jun 2009Edward Jones OnCall Branch Office AdministratorJan 2009 - May 2009
..for branch activities by coordinating Financial Advisor
Full Profile

Edna Glover Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Management Consultant • Advisor • Contractor • Management Analyst • Analysts • Owner • Chief Executive • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Representative • Stomatologist

Experience & Education

Position:
Owner at Glover Consulting LLC, Consultant/ Independant Contractor at GE Capital / Care Credit
Title:
25 yrs experience in dental practice management / consultant
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Glover Consulting LLC - Austin areaOwnersince Jun 2007GE Capital / Care Credit - Costa Mesa CaliforniaConsultant/ Independant Contractorsince Jan 2002
Full Profile

Jon Lindsey Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor at Capital One Financial Services
Title:
Financial Advisor
Location:
Austin, Texas
Industry:
Financial Services
Work history:
Capital One Financial Services - austin, texasInvestment Advisorsince Oct 2011Capital Wealth Strategies Vice PresidentJan 2008 - Sep 2011
Full Profile

Craig Daugherty Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Estimator • Financial Analyst • Controller • Community Service Manager

Experience & Education

Position:
Financial Consultant at Lower Colorado River Authority
Location:
Austin, Texas Area
Industry:
Utilities
Work history:
Lower Colorado River Authority Financial Consultantsince Jan 2001Texas Comptroller of Public Accounts Revenue EstimatorMar 1987 - Dec 2000
Skills:
CFA, Level 1 Complete, Energy, Policy Analysis, Risk Management, Government, Renewable Energy,...
Full Profile

Anthony Franzago Austin, TX

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Finanical Advisor, MBA, CFP®, CRPC®, CEP at Ameriprise
Title:
Finanical Advisor, MBA, CFP®, CRPC®, CEP Ameriprise Financial
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Finanical Advisor, MBA, CFP®, CRPC®, CEPsince Jul 2004
As an Ameriprise financial advisor
Full Profile

J.r. Eastberg Austin, TX

Professions & Specialties

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

Experience & Education

Position:
Sales, Service, Operations at Golf Cart King, Financial Consultant at Eastberg & Associates
Title:
Sales, Service, Operations at Golf Cart King
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Golf Cart King Sales, Service, Operationssince Jun 2011Eastberg & Associates Financial Consultantsince May 2008
Full Profile

Dan Fry Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • District Manager • Chief Executive • Operations Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Vice President, Director of Practice Development, Williams Financial Group at Williams Financial
Title:
Vice President, Director of Practice Development, Williams Financial Group
Location:
Austin, Texas Area
Industry:
Financial Services
Work history:
Williams Financial Vice President, Director of Practice Development, Williams Financial Groupsince 2010VALIC District ManagerApr 1990 - Jan 2010
Skills:
Retirement Planning
I worked as a financial advisor for Valic in Northern Virginia u..
Full Profile

Bernadette Stone Austin, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officer • Loan Officers • Customer Service • Client Service Officer • Agent • Sales Representative • Pedagogue • Leader • Construction • Non-Profit • Managers • Manager • Owner • Operations Manager • Chief Executive • Master of Science • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Preferred Relationship Manager- Retail Banking Georgetown, TX at BBVA Compass
Title:
at BBVA Compass
Location:
Austin, Texas Area
Industry:
Banking
Work history:
BBVA Compass Preferred Relationship Manager- Retail Banking Georgetown, TXsince Mar 2011Edward Jones Financial AdvisorNov 2008 - Mar 2011
Skills:
Credit, Mortgage Banking, Real Estate, Loans, Loan Origination, Mortgage Lending, Relationship...
Full Profile


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