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Financial Consultants in Bluffton, SC

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19 results found

Bob Vodzack Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChief Administrative OfficerOperations ManagerChief ExecutiveChairpersonFinancial OfficerFinancial ManagerCommunity Service ManagerChief AccountantAuditorAccount ManagerInvestorBusiness AdministratorAdvisorCollectorsModelCity CollectorGovernment Administration ProfessionalMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Manager at Tetra Tech
Location:
Bluffton, South Carolina
Industry:
Utilities
Work history:
Tetra Tech - Arlington VAManagersince Sep 2010RW Beck Financial ConsultantFeb 2009 - Aug 2010
Skills:
Budgeting, Financial Planning, Strategic Planning, Internal Controls, Financial Accounting,...

Maria Jackson Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPublic Relations ManagerInvestorClient Service OfficerBachelor of ScienceCustomer Service

Experience & Education

Work

Company:
Hilton head regional hospital
Patient financial counselor
Company:
Hilton head hospital - Hilton Head Island, SC
Patient access/ed registration

Skills

Bi-lingual: Fluent in English and Spanish

Bryan Wilson Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerConstructionExecutive CompensationChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Principal at Grace Advisors, LLC
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
Grace Advisors, LLC - Hilton Head, SCPrincipalsince Feb 2013Palmetto Advisory Group at Morgan Stanley Smith Barney Financial AdvisorJun 2011 - Feb 2013

Patricia Gabrielli Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerBachelor of ScienceVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerOperations ManagerPsychology Specialist

Experience & Education

Work

Company:
Low country accounting, independent contractor
Financial consultant
Company:
Dps sporting club development co., llc - Greenbrier, WV, US
Financial controller

Ryan Gay Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecuritySales RepresentativeSales AgentClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at First Command Financial Services
Title:
Financial Advisor
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
First Command Financial Services - Bluffton, SCFinancial Advisorsince Jun 2011Circa Imports Sales RepresentativeMar 2009 - Feb 2011

David D'amico Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperReal Estate ManagerOperations Manager

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor, Wells Fargo Advisors, LLC
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Bluffton,SCFinancial Advisorsince Jun 2010
Skills:
Retirement Planning, Investments, Financial Analysis, Loans, Real Estate, Mortgage Lending, Mergers ...

Sarah Reed Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones, Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jan 2008

Lola Watts Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCounselorAdvisorManagersActivities LeaderRecreation WorkerClerical SpecialistUnderwriting ManagerInsurance ProfessionalUnderwriterOperations ManagerCustomer ServiceRecruitment

Experience & Education

Work

Company:
Hargray communications
Commercial business sales support
Company:
Coastal carolina medical center - Hardeeville, SC
Insurance specialist/financial counselor

Judith Fredrick Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperAccount ManagerAdvisorOperations Manager

Experience & Education

Work

Company:
Palmetto bluff resort
Staff acct
Company:
Flexeon rehabilitation services
Temporary- financial consultant, setup of new financial statement formats, cash flow statements

Shirley Franco Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClerkSwitchboard OperatorClerical SpecialistCommunications Equipment OperatorSecretary

Experience & Education

Work

Company:
Kaiser permanente
Ward clerk transcriber
Company:
Newman hospital
Unit secretary, admissions financial counselor, e.r. registrar, switchboard operator

Thomas Caffrey Bluffton, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveOperations ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Midsouth capital
Vice president of institutional fixed income
Company:
Smith barney & morgan keegan
Financial advisor

Jeff Vitek Bluffton, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations AssociateCo-FounderOperations ManagerFounderFounding MemberChief ExecutiveInformation Technology SpecialistIT SpecialistBusiness ConsultantAdvisorProject ManagersMaster of Business AdministrationBachelor of Business AdministrationHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Operations Associate at CareCore National, Cofounder at TimberListing, LLC
Title:
Operations Associate at Carecore National
Location:
Bluffton, South Carolina
Industry:
Information Technology and Services
Work history:
CareCore National - Bluffton, SCOperations Associatesince May 2013TimberListing, LLC Cofoundersince Jan 2011
Financial Advisor at First Command Financial Plann..

Jennifer Thompson Savannah, GA

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerOperations ManagerAdvisor

Experience & Education

Position:
Financial Planner at Oak Advisors
Location:
Savannah, Georgia Area
Industry:
Financial Services
Work history:
Oak Advisors - Bluffton, SCFinancial Plannersince Oct 2012Prudential Insurance Company of America - Bluffton, SCFinancial PlannerDec 2010 - Oct 2012
Financial Advisor at First Command Financial Servi..

Jeanie Becker Bluffton, SC

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativeSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea ManagerManagersFinancial ManagerAdvisor

Experience & Education

Title:
Bank Brokerage Program Regional Manager
Location:
Bluffton, South Carolina
Industry:
Financial Services
Work history:
PNC Investments Regional Sales ManagerFeb 2005 - Sep 2012JP Morgan Chase Area Manager InvestmentsJul 2001 - Feb 2005
Financial Advisor Network,FAN,

Brett Cartwright Bluffton, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMinisterPastoral WorkerClergyTechnical SpecialistTechnical Support SpecialistsPsychology Specialist

Experience & Education

Work

Company:
Minister first christian church
Interim minister
Company:
Marine air group 31 - Beaufort, SC
Deputy command chaplain

Skills

FINRA Series 7, 66, and State Insurance Certified * Clinical Pastoral Education (CPE 1 Unit) St....

Maria Robertson Bluffton, SC

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorSales ManagerSales DirectorOperations ManagerTerritory Account ManagerArea ManagerManagersChief ExecutiveNurseNurse Practitioner

Experience & Education

Work

Company:
Msa
Director of strategic partnerships and business development
Company:
Serenity palliative and hospice care
Sales/territory manager

Brenda Piano Bluffton, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCoordinatorPlannerManagersDischarge PlannerHealthcare SupportOffice SecretarySecretaryOperations Manager

Experience & Education

Work

Company:
Bayview manor
Social service coordinator
Company:
National healthcare - Bluffton, SC
Social services/discharge planner

Dave Dewolf Erie, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentIT AnalystInformation Systems AnalystInformation Technology SpecialistIT SpecialistProject ManagerProject ManagersBusiness AdministratorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AnalystResearch AssistantResearcherSurvey ResearcherEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Business AdministrationBachelor of ScienceSupervisors

Experience & Education

Position:
IT Project Manager at Paradigm Infotech, Sole Proprieter at Custom Turf Solutions
Title:
IT Analyst
Location:
Erie, Pennsylvania Area
Industry:
Information Technology and Services
Work history:
Paradigm Infotech IT Project Managersince May 2013Custom Turf Solutions Sole Proprietersince May 2007
Skills:
Excel, Word, Proposal Writing, Financial Analysis, Financial Planning, Project Management
Financial Advisor at Waddell & Reed Financial Serv..

Les Ordway South Pasadena, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAuditorControllerFinancial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerCounselorAdvisorBachelor of Science

Experience & Education

Work

Company:
Asset based lending auditor
Company:
Abbott laboratories - South Pasadena, CA
Site controller


Financial Consultants near Bluffton, SC050100150200250SavannahHilton Head IslandHinesvilleBeaufortRichmond HillRinconSycamorePinelandHamptonCoosawhatchie



Financial Consultants around Bluffton, SC

Beaufort  (10)
Bloomingdale  (1)
Hampton  (1)
Hinesville  (12)
Midway  (1)
Pineland  (1)
Rincon  (4)
Savannah  (249)
Smoaks  (1)
Sycamore  (2)
Tybee Island  (1)
Varnville  (1)
Walterboro  (1)

Financial Consultants in South Carolina

Sub-specializations

Financial Consultant  (19)