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Financial Consultants in Bham, MI

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45 results found

Kevin Debastos Detroit, MI

Professions & Specialties

Financial ConsultantTraderFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorPhilanthropePastoral WorkerNon-ProfitClergyClient Service OfficerSales RepresentativePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantEntertainment ProfessionalEntertainerMarket Research AnalystStudent WorkerOperations Manager

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Fidelity Investments - Birmingham, MIFinancial Representativesince Aug 2012Gregory J. Schwartz & Co. - Bloomfield Hills, MIFinancial AdvisorNov 2009 - Jul 2012
Certifications:
Series 7, FINRA
Series 66, FINRA

Manav Saranathan Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSolutions AdvisorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystApprenticeAnalystsAccounting AnalystFinancial AnalystEquipment Tools Purchasing AgentSales AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeProperty ManagerReal Estate ManagerMaster of SciencePartnerChief ExecutiveMarket Research AnalystStudent Worker

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch Financial Solutions Advisorsince Nov 2012Morgan Stanley - Birmingham, MIFinancial Advisor2011 - Nov 2012

Roger Krzeminski Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerRepresentativeProject ManagersAnalystsForemanConstruction AdministratorConstruction ManagerBachelor of ScienceHealth Services AdministratorMedical Services ManagerHealth Services Manager

Experience & Education

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

Robert Kuna Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Birmingham, MIFinancial Advisorsince Mar 2005Prudential Retirement Relationship Manager1995 - 2005
Skills:
Retirement Planning

Michael O'shaughnessey Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorVice PresidentDeputy ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Director - Investments at Oppenheimer & Co. Inc.
Title:
Associate Director - Investments at Oppenheimer & Co. Inc
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. Inc. - 325 North Old Woodward Suite 370 Birmingham,MI 48009Associate Director - Investmentssince May 2009UBS Financial Services Vice President - InvestmentsMay 1994 - 2009

Brian Blaker Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 220 Park Street Birmingham Michigan 48009Financial Advisorsince 2011Corporate Benefits Management Group Sales and MarketingNov 2007 - Jul 2010

Preston Zale Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerAdvisor

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
Zale Group, Financial Advisor at LPL Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LPL Financial - Troy, MIFinancial Advisorsince Dec 2010Robert W. Baird & Co. - Birmingham, MIAssistant Branch Manager/Financial AdvisorSep 1999 - Dec 2010

Nick Lapoulas Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberApprenticeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorFinancial OfficerFinancial ManagerStudent WorkerAnalystsAdvisor

Experience & Education

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

Irwin Futernick Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveReal Estate Investment InsiderProperty ManagerReal Estate ManagerMaster of Business AdministrationMaster of ScienceLaw SpecialistLawyersCategory AnalystSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Position:
Financial Advisor | Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor | Financial Planning Specialistsince 2011Nationwide Mobile Home Parks PresidentJun 1987 - Jun 2011

Andrew Zale Troy, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
Zale Group, Financial Advisor at LPL
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
LPL Financial - Troy, MIFinancial Advisorsince Dec 2010Robert W. Baird & Co. - Birmingham, MIFinancial AdvisorMay 2003 - Dec 2010

Andrew Spearman Troy, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystsOperations Manager

Experience & Education

Position:
Registered Client Associate at Wells Fargo Advisors, LLC
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Registered Client AssociateWells Fargo Advisors, LLC - Birmingham, MIFinancial AdvisorJul 2010 - May 2013

Kristin Riga Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitmentStudent Worker

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Apr 2010First Investors Corporation Financial Services RepresentativeMay 2009 - Apr 2010

Aja Williams Detroit, MI

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorSpeakerAdvisorSpokespersonRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerOperations ManagerAutomotive Professional

Experience & Education

Position:
Mentor at Women of Tomorrow Mentor & Scholarship Program, Part-Time Teller at JPMorgan Chase,...
Title:
Mentor at Women of Tomorrow Mentor & Scholarship Program
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Women of Tomorrow Mentor & Scholarship Program - Metro DetroitMentorsince Mar 2012JPMorgan Chase - Birmingham, MIPart-Time Tellersince Oct 2011
Financial Counselor & Public Speaker at Aja's Real..

John Buller Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor | First Vice President at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney - Birmingham, MIFinancial Advisor | First Vice Presidentsince Sep 2009JPMorgan Chase Senior Trust Advisor | First Vice PresidentMar 1993 - Sep 2009

Jeffrey Johnson Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerBoard MemberChairpersonOperations ManagerManagement Team ExecutiveChief ExecutiveControllerCertified Public AccountantAccounting BookkeeperBookkeeperBachelor of Business AdministrationAdvisor

Experience & Education

Work

Company:
Venteon partners - financial consultants - Troy, MI
Financial consultant
Company:
Nobel automotive, llc - Rochester Hills, MI
North american director of finance

Scott Baker Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClerkClerical SpecialistBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Detroit Area
Industry:
Investment Management
Work history:
Edward Jones - Birmingham MIFinancial Advisorsince Nov 1993TJT Trading @ CME Group - Chicago ILArb Clerk Deutsche Mark Currency FuturesJan 1992 - Oct 1993

Kori Coffey Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Title:
Investment Consultant at TD Ameritrade
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
TD Ameritrade - Birmingham, MIInvestment ConsultantJun 2007 - Aug 2012Ameriprise Financial Financial AdvisorMay 2006 - May 2007

Krista Duffin Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Representative at Fidelity Investments
Title:
Investment Representative
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
Fidelity Investments - Birmingham, MIInvestment Representativesince May 2010Edward Jones Investments Financial AdvisorAug 2008 - Apr 2010

Manav Saranathan Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalAssistant Vice PresidentVice PresidentChief ExecutiveSolutions AdvisorAdvisorPartnerOperations ManagerBusiness AdministratorIndustrial OperatorAccounting AnalystFinancial AnalystMarket Research Analyst

Experience & Education

Work

Company:
Bank of america/merrill lynch
Assistant vice president, financial solutions advisor
Company:
Morgan stanley smith barney - Birmingham, MI
Financial advisor

Kristin Riga Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveClerical Specialist

Experience & Education

Work

Company:
Golden touch baby concierge
Business owner
Company:
Morgan stanley smith barney - Birmingham, MI
Financial advisor

Cory Kroneman Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Birmingham, Michigan
Industry:
Financial Services

Brennan Krengel Royal Oak, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeBachelor of Business Administration

Experience & Education

Position:
Insurance Planning Consultant- Wirehouse/Broker-Dealer Division at Insurance Designers
Title:
Insurance & Investment Professional
Location:
Royal Oak, Michigan
Industry:
Financial Services
Work history:
Insurance Designers - Greater Detroit AreaInsurance Planning Consultant- Wirehouse/Broker-Dealer Divisionsince Jan 2011JKM Wholesaler2009 - 2011
Skills:
Retirement Planning, Retirement, Estate Planning, Life Insurance, Underwriting, Wealth Management,...
Financial Advisor at Merrill Lynch

George Dilgard Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAccounts PayableAccounts Payable SpecialistSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMayorCity ManagerCivil ServantAccounting BookkeeperBookkeeperDepartment Store SalespersonRetail ProfessionalRetail SalespersonGovernment Administration ProfessionalInformation Technology SpecialistIT SpecialistOperations ManagerFinancial OfficerFinancial ManagerCommunity Service Manager

Experience & Education

Position:
Senior Tax Analyst - Accounts Payable/Vendor Maintenance at Ally Financial Inc., Mayor at City of...
Title:
Senior Tax Analyst - Accounts Payable/Vendor Maintenance
Location:
Greater Detroit Area
Industry:
Accounting
Work history:
Ally Financial Inc. - Auburn Hills, MichiganSenior Tax Analyst - Accounts Payable/Vendor Maintenancesince Nov 2010City of Birmingham - Birmingham, MIMayorsince Nov 2007
Business Financial Consultant at Huron Consulting Group

Duncan Banes Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOperations ManagerClient Service OfficerAgentSales RepresentativeSales AgentAssistant CoachSports Game CoachHealth Insurance AgentInsurance SalespersonInsurance ProfessionalUnderwriterBachelor of Business AdministrationBusiness AdministratorAutomotive SpecialistAutomotive ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitment

Experience & Education

Position:
Inside Sales at American Expedition Vehicles
Location:
Birmingham, Michigan
Industry:
Automotive
Work history:
American Expedition Vehicles - Wixom, MIInside Salessince May 2013Global Recruiters Network - Birmingham, MIBusiness Development ManagerOct 2012 - May 2013
Skills:
Marketing, Healthcare, Networking, Integrated Marketing, Sales, Public Speaking, Strategic...
Financial Advisor at MassMutual Financial Group

Matthew Boren Bham, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdvisorCounselor

Experience & Education

Work

Company:
Nuveen investments
Advisor consultant
Company:
Claymore securities

Mike Tamulevich Detroit, MI

Professions & Specialties

Director of Business DevelopmentManaging PartnerBusiness Development ManagerOperations ManagerPartnerChief ExecutiveRepresentativeAdvisorAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Business Development at CoreCap Advisors, Managing Partner at Paint Creek Advisors
Title:
Director of Business Development at CoreCap Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CoreCap Advisors - Birmingham, MIDirector of Business Developmentsince Feb 2013Paint Creek Advisors - Birmingham, MIManaging Partnersince Feb 2012
Financial Advisor at Leonard & Company

Remo Querciagrossa Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeAccount Service ManagerClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer ServiceDirectorChief ExecutiveOperations ManagerBachelor of Business AdministrationMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstruction SpecialistConstruction Laborer

Experience & Education

Position:
Account Representative at American Fidelity Assurance
Location:
Greater Detroit Area
Industry:
Real Estate
Work history:
American Fidelity Assurance - Southeastern MichiganAccount Representativesince Jun 2013United Wholesale Mortgage - Birmingham, MIAccount ExecutiveOct 2012 - May 2013
Financial Advisor at Edward Jones

Marcus Fabiano Bham, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Position:
Relationship Banker at JPMorgan Chase
Title:
Relationship Banker at JP Morgan Chase
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
JPMorgan Chase - Birmingham, MIRelationship Bankersince Oct 2012Chase Investment Services Corporation. - Birmingham, MILicensed Personal BankerApr 2010 - Oct 2012
Financial Consultant at Hantz Group

Kevin Kilgo Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount ManagerHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Commercial Account Manager at Aerotek Commercial Staffing
Title:
Account Manager at Aerotek Commercial Staffing
Location:
Greater Detroit Area
Industry:
Staffing and Recruiting
Work history:
Aerotek Commercial Staffing - Southfield, MICommercial Account Managersince Jan 2012Aerotek Commercial Staffing Commercial Recruiter2010 - 2012
Financial Advisor at Morgan Stanley

Layne Montesino Detroit, MI

Professions & Specialties

Financial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsChief Executive OfficerCorporate ExecutiveChief ExecutiveTraining and Coaching ProfessionalProfessional Development TeacherOffice AssistantOffice ClerkClerical SpecialistFinancial ManagerNon-ProfitAdvisorBusiness AdministratorContractorAdministrative ClerkSales SupportServices ProfessionalSales and Service SpecialistIndependent Business Owners

Experience & Education

Position:
Global Operations Manager at Springboard Consulting
Location:
Greater Detroit Area
Industry:
Professional Training & Coaching
Work history:
Springboard Consulting - New JerseyGlobal Operations Managersince Jan 2013Tactical Allocation Group, LLC - Birmingham, MIExecutive Assistant to CEOOct 2006 - Jul 2012
Languages:
English, Spanish
Special Needs Financial Advisor with METDESK,Division of Estate..

Joseph Miller Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AssociateResearch SpecialistResearch ScientistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerApprenticeStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Research Associate at Oxford Companies
Location:
Greater Detroit Area
Industry:
Real Estate
Work history:
Oxford Companies - Ann Arbor, MIResearch Associatesince Oct 2011BP America - Greater Chicago AreaEthics and Compliance InternJun 2012 - Aug 2012
..reports and made suggestions to financial advisor regarding portfolio

Jeff Drejza Bham, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonVice PresidentChief ExecutiveAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales AgentRecruitment

Experience & Education

Position:
President at Drejza & Associates, LLC
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
Drejza & Associates, LLC - Birmingham, MichiganPresidentsince Nov 2011Myriad Advisor Solutions Vice PresidentJan 2011 - Nov 2011
Financial Advisor Magazine

Daniel Thornton Detroit, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerSales RepresentativeCustomer Service

Experience & Education

Position:
Vice-President Regional Planning Consultant (RPC) at Fidelity Investments
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Fidelity Investments Vice-President Regional Planning Consultant (RPC)since Apr 2010Fidelity Investments Workplace Planning & Guidance Consultant IIJul 2007 - Apr 2010
Skills:
Strategic Financial Planning, Financial Goals, Mutual Funds, Financial Services, Investments,...
Personal Financial Advisor at Ameriprise Financial Advisors

Clark Bradley Bham, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveApprenticeBachelors DegreeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Private Client Banker at JPMorgan Chase
Title:
J.P. Morgan Chase Private Client Banker
Location:
Birmingham, Michigan
Industry:
Banking
Work history:
JPMorgan Chase Private Client Bankersince Jan 2013JPMorgan Chase Licensed Personal BankerAug 2009 - Dec 2012
Skills:
Series 7, Licensing, Series 66, Retirement Planning, Financial Planning, Finance, Mutual Funds,...
Languages:
Spanish
Financial Advisor at Ameriprise Financial

Steve Downs Bham, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentExecutiveAccount Service ManagerClient Service OfficerCustomer ServiceAdvisorMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Client Executive at Hylant Group
Location:
Birmingham, Michigan
Industry:
Insurance
Work history:
Hylant Group - Birmingham, MIClient Executivesince Jun 2012AGIS - Birmingham, MIAccount ExecutiveAug 1991 - Jun 2012
Skills:
Employee Benefits, Health Insurance, Healthcare, Benefits Administration, Insurance, Underwriting,...
Certifications:
Chartered Financial Consultant (ChFC), The American College
Chartered Advisor For Senior Living (CASL), The American College

Rebecca Sorensen Bham, MI

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVice PresidentSenior Vice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorManagement AnalystAnalysts

Experience & Education

Position:
Sr. Vice President - Investments, Wealth Advisor at UBS Financial Services Inc.
Title:
Sr. Vice President - Investments at UBS Financial Services Inc
Location:
Birmingham, Michigan
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Sr. Vice President - Investments, Wealth Advisorsince 2001McDonald Investments Senior Vice President - Investments1993 - 2001
Skills:
CIMA
Financial Advisor at Merrill Lynch

Denise Warwick Bham, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistCounselorAdvisorDevelopment DirectorHR ManagerSales AgentSales RepresentativeManagersMarketing ManagerChief ExecutiveOperations ManagerProduction ManagerBachelor of Arts

Experience & Education

Work

Company:
Giamarco, mullins & horton
Paralegal, research and communications consultant
Company:
Tire centers, llc. a michelin company - Duncan, SC
Dealer development manager

Stephen Mazurek Troy, MI

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAdvisorBachelor of Business Administration

Experience & Education

Work

Company:
Maggiano's - Troy, MI
Server
Company:
Uneekly yours - Naperville, IL
Owner - home and commercial cleaning business

Elisabeth Wagner Detroit, MI

Professions & Specialties

Investment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberAnalystTeam MemberAnalystsSales PersonSales RepresentativeBookkeeperBachelor of ArtsFinancial ManagerVice PresidentChief Executive

Experience & Education

Work

Company:
Ford estates, llc - Detroit, MI
Investment associate
Company:
Comerica asset management group - Birmingham, MI
Account administration analyst, first level officer

Skills

Series 7, Series 66

Jimmy King Bham, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsVice PresidentChief ExecutiveDirectorOperations ManagerCorporate ExecutiveBachelor of Science

Experience & Education

Work

Company:
Big ten network
Color analyst
Company:
Schechter wealth advisors - Birmingham, MI
Vice president of business development

David Bogart Bham, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerOwnerChief ExecutiveBachelor of ScienceMaster of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Spearhead capital
Specialty investment banker
Company:
Quarton partners - Birmingham, MI
Director

Eric Martina New York, NY

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystApprenticeAnalystsTechnical Support SpecialistIT AnalystInformation Systems AnalystSystems Support SpecialistSupport SpecialistsFinancial AnalystStudent WorkerConstructionProject ManagerBusiness AdministratorMembership AdvisorAdvisorManagersComputational ScientistComputer ScientistsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Account AssociateSales ExecutiveUnderwriterMechanical EngineerMechanical Engineering ProfessionalMechanical EngineeringBachelor of ScienceAutomotive SpecialistAutomotive ProfessionalSales ManagerProject ManagersOperations Manager

Experience & Education

Position:
Support Analyst at Sotheby's Institute of Art
Title:
Seeking employment in the financial industry
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
Sotheby's Institute of Art - Greater New York City AreaSupport Analystsince Aug 2012FEV, Inc - Auburn Hills, MIIT Analyst InternMar 2011 - Sep 2012
Skills:
Investments, Financial Reporting, Loans, Financial Analysis, Excel, Microsoft Office, Customer...
Partnered with in-house financial advisor to advertise and sell investment..

George Manuelian Morristown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerManagerBusiness Development ManagerPartnerCorporate ExecutiveChief ExecutiveMarketing ManagerOperations ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLeaderManagersRegion ManagerInvestorArea ManagerBachelor of ScienceMaster of ScienceClient Service OfficerCustomer ServiceHigher Education ProfessionalSchool AdministratorEducational ManagerNurseNurse PractitionerTalent AgentRecruitment

Experience & Education

Title:
Executive Director, Branch Manager at Morgan Stanley
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley - Birmingham, MIComplex Manager, U.S. Wealth ManagementDec 2011 - Oct 2012Morgan Stanley - Purchase, NYDivisional Business Development Manager, Wealth ManagementMar 2010 - Dec 2011
My past experiences as a successful financial advisor has allowed me to become an asse..

Michael Plante Bingham Farms, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveNurseNurse PractitionerDirectorCorporate ExecutiveFounderFounding MemberBusiness Development ManagerOperations ManagerWorkout SpecialistSports TrainersAccount ManagerBachelor of Science

Experience & Education

Work

Company:
Metro home healthcare - Bingham Farms, MI
Vice president, planning and development
Company:
Michigan community vna - Oak Park, MI
Visiting nurse association

Ellis Hamburger New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReporterEditorBoard MemberChairpersonFounderManagement Team ExecutiveOperations ManagerSales ManagerChief ExecutiveFounding MemberSupporting MemberAssistant ManagerFundraiserFundraising OfficerTeam MemberManagersSales Account AssociateSales ExecutiveCaptainFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Reporter at The Verge
Location:
New York, New York
Industry:
Online Media
Work history:
The Verge - New York, NYReportersince Mar 2012The Business Insider - New York, NYReporterMar 2011 - Feb 2012
Skills:
Blogging, Mobile Applications, Facebook, Editing, Photoshop, Social Networking, iOS Apps, Mac Apps, ...
and service opportunity reports for my Financial Advisor


Financial Consultants near Bham, MI05151,0301,5452,0602,575DetroitTroySouthfieldFarmingtonRochesterLivoniaDearbornRoyal OakAuburn HillsWarren



Financial Consultants around Bham, MI

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Financial Consultants in Michigan

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