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Financial Consultants in Washington

Financial Consultants in Bellingham, WA

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100 results found

Gary Fechtmeyer Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Team Leader • Operations Manager

Experience & Education

Position:
International Financial Consultant at Self Employed
Title:
International Consulting-Financial Services, Banking, & Capital Markets
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Self Employed International Financial Consultantsince Jun 2010CARANA Corporation Team LeaderFeb 2009 - Sep 2010
Full Profile

Aubrey Western Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Government Administration Professional • Spokesperson • Representative • Analysts • Operations Manager • Community Service Manager • Environmental Services Professional • Environmentalist

Experience & Education

Position:
Financial Consultant at Tekkek, Student at Western Washington University
Title:
Financial Consultant at Tekkek.com
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Tekkek - Bellingham, Washington AreaFinancial Consultantsince Apr 2013Western Washington University - BellinghamStudentsince Jun 2012
Skills:
Security Intelligence, Remote Satalite Uplink, Military Leadership, Quantitative Finance,...
Languages:
French 1+
Full Profile

Eli Waite Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Campaign Manager • Speaker • Managers • Spokesperson • Representative • State Representative • Civil Servant • Judge • Non-Profit • Analysts • Tour Guide • Sports Trainers • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Mar 2013Eli Waite - Port Townsend, WACampaign ManagerMay 2012 - Nov 2012
Skills:
International Development, Leadership, Public Speaking, Research, Non-profits, Sales, Grant...
Full Profile

Diane O'flaherty Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Supporting Member • Team Member • Accounts Payable • Accounts Payable Specialist • Customer Service

Experience & Education

Title:
Student
Location:
Bellingham, Washington Area
Industry:
Executive Office
Work history:
Ryzex Customer Service RepresentativeDec 2010 - May 2012A. G. Edwards & Sons Registered Client AssociateApr 2000 - Feb 2003
Skills:
Administration, Accounting, Customer Service, Budgeting, Forecasting, Budgets, System...
Full Profile

Rick Steele Bellingham, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Director • Financial Manager • Chief Executive • Operations Manager • Representative • Leader • Counselor • Managers • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
President, CFP, CPA, PFS at Steele Financial Services, Inc., Financial Advisor at H.D. Vest...
Title:
Professional and caring CPA and CFP focusing on financial planning and socially responsible investing.
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Steele Financial Services, Inc. - 1303 Commercial St Bellingham WashingtonPresident, CFP, CPA, PFSsince Jun 1999H.D. Vest Advisory Services (sm) - 1303 Commercial St., Suite 4, Bellingham, WA 98225Financial Advisorsince Jun 1999
Skills:
Strategic Financial Planning, Retirement Planning, Estate Planning, Retirement, Investment...
Certifications:
CPA, Washington State Board of Accountancy
Certified Financial Planner(tm), CFP Board
Full Profile

Sisi Loudon Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Software Developer • Software Developers

Experience & Education

Work

Company:
Edward jones - Cypress, TX
Financial advisor
Company:
Axa advisors
Pre-contract trainee

Skills

Series 7, 63, 65 Texas insurance license Bilingual ( Mandarin) Proficient in MS Office...
Full Profile

Robert Belka Bellingham, WA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Edward jones - Bellingham, WA
Financial advisor
Company:
Wells fargo bank/ wells fargo investments - Bellingham, WA
Licensed banker
Full Profile

Shannon Palmer Bellingham, WA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Key investments llc
Financial advisor
Company:
Wells fargo
Private banker, private mortgage banker
Full Profile

Alex Morgan Bellingham, WA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Chairperson • Chief Executive • Operations Manager • Advertising Professional • Advertising Sales Agent • Organization Management • Database Administration Professional • Database Administrator

Experience & Education

Title:
Financial Advisor
Location:
Bellingham, Washington
Industry:
Financial Services
Work history:
Chase Investment Services Corp. Financial AdvisorJun 2011 - Feb 2013Chase Bank - Bellingham, Washington AreaPersonal BankerFeb 2010 - Jun 2011
Skills:
Sales, Cold Calling, Event Planning, PowerPoint, Salesforce.com, Microsoft Excel, Microsoft Office, ...
Full Profile

Camille Valdez Bellingham, WA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Tax Accountant

Experience & Education

Position:
Financial Advisor Trainee at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor Traineesince Dec 2012Charles Schwab Active Trader BrokerFeb 2011 - Oct 2012
Skills:
Series 7, Series 63, AAMS
Full Profile

Andres Powell Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at JP Morgan Chase
Title:
Personal Banker
Location:
Bellingham, Washington
Industry:
Banking
Work history:
JP Morgan Chase Personal Bankersince May 2011Moving & Storage Moving ConsultantApr 2008 - Mar 2011
Skills:
Insurance, Mortgage Lending, Small Business Lending, Investments, Small Business, Customer Service, ...
branch manager and Registered Financial Advisor
Full Profile

Josh Barrett Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Manager • Chief Executive • Operations Manager • Project Managers • Project Manager

Experience & Education

Position:
Financial Advisor with the Private Client Group at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor with the Private Client Groupsince 2010Cascade Construction Owner/Project ManagerJan 2007 - May 2010
Skills:
Retirement Planning, Bonds, Mutual Funds, Annuities, Stocks, Mortgage Services, Estate Planning,...
Full Profile

Tyson Hunter Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at US Bancorp Investments
Location:
Bellingham, Washington Area
Industry:
Investment Management
Full Profile

Tyson Hunter Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at US Bancorp Investments
Location:
Bellingham, Washington Area
Industry:
Investment Management
Full Profile

Mike Perry Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President - Investment Officersince May 2000Piper Jaffray Financial AdvisorFeb 1996 - May 2000
Full Profile

Mike Meggyesy Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • District Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Marketing Manager

Experience & Education

Position:
Financial Consultant, Vice-President, Branch Manager at D.A. Davidson & Co.
Title:
Vice-President, Financial Consultant and Branch Manager at D.A. Davidson & Co.
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
D.A. Davidson & Co. - Bellingham, Washington AreaFinancial Consultant, Vice-President, Branch Managersince Feb 2007RBC Dain Rauscher Financial Consultant, Associate Vice-PresidentMar 1997 - Feb 2007
Skills:
Portfolio Management, Retirement Planning, Wealth Management, 401k, Retirement
Full Profile

David Deyoung Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jul 2003
Full Profile

Stew Ellison Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Vice President Financial Advisor at UBS Wealth Management
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
UBS Wealth Management Vice President Financial Advisorsince Dec 2008Merrill Lynch Sr. Financial AdvisorJul 2000 - Dec 2008
Full Profile

Terry Fife Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince 1996Geographics, Inc. Vice President Finance - CFO1995 - 1996
Full Profile

Gary Simon Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
Financial Advisor at UBS
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Financial Advisorsince 2008Morgan Stanley Smith Barney Financial Advisor1990 - 2008
Full Profile

Tom Naff Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Consultant at Saga Communications
Location:
Bellingham, Washington Area
Industry:
Marketing and Advertising
Work history:
Saga Communications Marketing Consultantsince Jul 2003Morgan Stanley Financial AdvisorJan 1999 - Jul 2003
Skills:
Copywriting, Social Media Marketing, Advertising, Radio Advertising, Marketing Strategy, Radio,...
Full Profile

Shawn Steffens Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Consultant - CPA, ChFC, RICP, CLTC at Thrivent Financial for Lutherans
Title:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultant - CPA, ChFC, RICP, CLTCsince Sep 2005Earthgrains / Sara Lee Director of FinanceDec 1990 - Sep 2005
Full Profile

Anastasia Potapova Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Title:
Associate Financial Representative @ Northwestern Mutual
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Bellingham, Washington AreaAssociate Financial Representativesince Sep 2011Merrill Lynch Financial AdvisorSep 2010 - May 2011
Skills:
Insurance, Financial Planning, PowerPoint, Portfolio Management, Compliance
Languages:
Russian
Full Profile

Carol Klatt Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Advisor • Representative • Counselor • Security • Entrepreneur • Office Clerk • Clerical Specialist • Managers • Team Leader • Operations Manager • Sales Manager • Sales Account Associate • Agent • Sales Executive • Sales Representative • Webmaster • Web Developer • User Interface Designer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Sales Associate, Registered Investment Advisor Representative at Undisclosed, Sr....
Title:
Indispensable Executive Assistant and Team Leader
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Undisclosed Registered Sales Associate, Registered Investment Advisor Representativesince Jun 2000Mary Kay, Inc. Sr. Independent Beauty Consultantsince Feb 2009
Executive assistant to Financial Advisor with assets over $200 million
Full Profile

Terence Fife Bellingham, WA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Full Profile

Terrence Fife Bellingham, WA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Full Profile

Starkovich Kathryn Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Business Professional at MorganStanley SmithBarney LLC
Title:
Financial Advisor at MorganStanley SmithBarney LLC
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
MorganStanley SmithBarney LLC Business Professionalsince Jun 2004
Full Profile

Timothy Anderson Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Apr 1986
Certifications:
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
CHARTERED FINANCIAL CONSULTANT (ChFC®)
Full Profile

Frank Ellars Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2005Second Wind Foods, Inc. PresidentNov 1998 - Jul 2005
Skills:
Series 7 - 63- 66 licensed broker, Insurance licensed for Life & Disabilty, Retirement Planning,...
Full Profile

Jamie Pyles Bellingham, WA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor, Wells Fargo Advisors, LLC
Location:
Bellingham, Washington Area
Industry:
Financial Services
Full Profile

Craig Rice Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Sales Manager • Sales Director • Vice President • Chief Executive • Management Consultant • Management Analyst • Analysts • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Associate Vice President, Investment Management Consultant at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Morgan Stanley - Bellingham, Washington Area, United StatesFinancial Advisor - Associate Vice President, Investment Management Consultantsince 2002Islands Marine Center - Lopez Island, WASales Manager1996 - 2001
Full Profile

Russell Whidbee Bellingham, WA

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
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor
Full Profile

Carmine Lafleur Bellingham, WA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Full Profile

Aron Hunter Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince 2010John L. Scott, Inc. Real Estate SalesJul 2002 - 2010
Full Profile

Tim Villhauer Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at edward jones
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Edward jones Financial Advisorsince Jul 2000Raytheon Electronics Engineer1995 - 2000
Skills:
Series 7, Series 66, Financial Advisory, Series 63
Full Profile

Harmit Sidhu Bellingham, WA

Professions & Specialties

Financial Consultant • Loan Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Mortgage Broker • Mortgage Specialist • Advisor • Managers • Client Service Officer • Associate in Applied Science • Deliverer • Customer Service

Experience & Education

Work

Company:
Independent
Financial advisor
Company:
Dominion lending centres - Surrey, BC
Mortgage loan specialist

Skills

Comfortable using computers, laptops, scanners, office printers and data machines, Experience...
Full Profile

Ben Knudsen Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Owner at Digs (Sole Proprietorship)
Title:
Owner at Digs
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Digs Ownersince Sep 2010Chase Investment Services Corp. Financial Advisor, Vice President - InvestmentsMay 2008 - Sep 2010
Full Profile

Joe Sothy Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Consultant at Independent Companies
Location:
Bellingham, Washington Area
Industry:
Computer Software
Work history:
Independent Companies Financial ConsultantElectronic Arts Studios Senior Director of FinanceOct 2005 - Oct 2007
Full Profile

Jessica Mccaslin Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Director of Regional Development at Net Solutions
Location:
Bellingham, Washington Area
Industry:
Internet
Work history:
Net Solutions Director of Regional Developmentsince Jan 2007Waddell & Reed Financial AdvisorJun 2004 - Jan 2007
Full Profile

Tim Vail Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Advisor • Management Analyst • Analysts

Experience & Education

Position:
Wealth Management Advisor at Northwest Capital Management
Title:
Management Consulting Professional
Location:
Bellingham, Washington Area
Industry:
Management Consulting
Work history:
Northwest Capital Management Wealth Management Advisorsince Jul 2011Waddell & Reed Financial AdvisorMay 2010 - Jul 2011
Full Profile

Patrick Swesey Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
VP/ABM/FINANCIAL CONSULTANT at RBC WEALTH MANAGEMENT, Financial Consultant, First VP, ABM, AWM at...
Title:
Financial Consultant, First VP, ABM, AWM at RBC Wealth Management
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
RBC WEALTH MANAGEMENT VP/ABM/FINANCIAL CONSULTANTsince Sep 1999RBC Wealth Management Financial Consultant, First VP, ABM, AWMsince May 1990
Full Profile

Randy Hamlin Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Buyer • Buyer and Seller • Sales Representative • Army Sergeant • Master of Business Administration • Bachelor of Arts • Business Administrator • Managers • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Work

Company:
Morgan stanley - Bellingham, WA
Licensed financial advisor
Company:
Vaupell industrial plastics - Seattle, WA
Subcontract buyer

Skills

Proficient in Word and Excel, Functional in PowerPoint, Inventory Management
Full Profile

Alisa Alexis Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Group Fitness Instructor • Personal Trainer • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Fitness Trainer • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Patient Financial Counselor at Peace Health Medical Group, Group Fitness Instructor & Personal...
Title:
Group Fitness Instructor & Personal Trainer at CITY GYM
Location:
Bellingham, Washington Area
Industry:
Hospital & Health Care
Work history:
Peace Health Medical Group Patient Financial CounselorCITY GYM - Bellingham, Washington AreaGroup Fitness Instructor & Personal Trainersince Feb 2006
Full Profile

Tania Boustani Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
MEDICAL FINANCIAL ADVISOR at Medical & Financial Ltd (Self-employed)
Title:
MEDICAL FINANCIAL ADVISOR at Medical & Financial Ltd
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Medical & Financial Ltd MEDICAL FINANCIAL ADVISOR
Full Profile

Iqbal Mohammad Bellingham, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager • Mathematician

Experience & Education

Work

Company:
Edward jones - Bellingham, WA
Financial advisor
Company:
Key bank - Bellingham, WA
Business banking relationship manager
Full Profile

Susan Rice Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor
Full Profile

John Griggs Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
V.P. Financial Consultant at RBC Wealth Management
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
RBC Wealth Management V.P. Financial Consultant
Full Profile

Tugg Thomson Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Advisor
Full Profile

Shannon Palmer Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Jasen Hamlin Bellingham, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Investment Professionals, Inc.
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. Financial Consultant
Full Profile


Financial Consultants near Bellingham, WA04899781,4671,9562,445SeattleBothellEverettLynnwoodEdmondsSnohomishMukilteoMarysvilleMountlake TerraceMount Vernon