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Financial Consultants in North Carolina

Financial Consultants in Boone, NC

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10 results found

Melissa Castillo Boone, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners

Experience & Education

Position:
Freelance at Self Employed
Title:
Freelance
Location:
Boone, North Carolina
Industry:
Writing and Editing
Work history:
Self Employed Freelancesince Dec 2007IBM Financial AdvisorJan 2006 - Jun 2007
Full Profile

Darren Mullenix Hickory, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Director of Operations • Chairperson • Operations Manager • Chief Executive • Organization Management • Volunteer • Non-Profit • Business Administrator • Advisor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Bicyclist • Racer • Master of Business Administration • Client Service Officer • Customer Service

Experience & Education

Position:
Director of Operations - Donor Ministries at Samaritan's Purse
Title:
Director of Donor Ministries Operations for Samaritan's Purse
Location:
Hickory/Lenoir, North Carolina Area
Industry:
Nonprofit Organization Management
Work history:
Samaritan's Purse Director of Operations - Donor Ministriessince Oct 2004High Country Soccer Association - Boone, NCPresident (Volunteer)2009 - 2010
Skills:
Non-profits, Fundraising, Volunteer Management, Program Development, Community Development,...
Full Profile

Taukia O'donnell Boone, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Assistant Manager • Office Clerk • Clerical Specialist • Managers

Experience & Education

Work

Company:
Mas analytical services/appalachian state university
Executive assistant
Company:
Gap inc - Blowing Rock, NC
Assistant manager

Skills

Microsoft Office: Word, PowerPoint, Excel, FrontPage; basic knowledge of HTML; great multi-tasking, ...
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Darren Mullenix Boone, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Account Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Samaritan's purse
Director for operations/donor ministries
Company:
The cashlinq group
Ministry account representative

Skills

Operations Management, technology planning and implementation, financial management, fundraising,...
Full Profile

Andrew Walters Thibodaux, LA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Thibodaux, Louisiana
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Thibodaux, LAFinancial Advisorsince Jul 2011Jimmy John's - Boone, NCAssistant General ManagerMay 2009 - Jun 2011
Full Profile

Steve Gaito Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Managing Partner • Founder • Operations Manager • Partner • Chief Executive • Founding Member • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director at My Retirement Education Center, Founder and Managing Partner at Fee Only Planning NC,...
Title:
Director My Retirement Education Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
My Retirement Education Center - Raleigh-Durham, North Carolina AreaDirectorsince Mar 2012Fee Only Planning NC, LLC - Raleigh-Durham, North Carolina AreaFounder and Managing Partnersince Jul 2011
Skills:
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting,...
Retirement Plan Specialist and Financial Advisor at VALIC
Full Profile

Justin Sheik Charlotte, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer • School Administrator • Educational Manager

Experience & Education

Position:
Stewardship Coach at Family Wealth Partners
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Family Wealth Partners - Charlotte, NCStewardship Coachsince Dec 2011Principal Financial Group - Charlotte, North CarolinaFinancial Services RepresentativeSep 2011 - Dec 2011
Financial Advisor Network,FAN,
Full Profile

Seth Howard Denver, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Managers

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Denver, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Huntersville, NCFinancial Advisorsince Aug 2012Joy Whitlatch's State Farm Agency - Boone, NCFinancial Services RepresenativeJul 2010 - Aug 2012
Full Profile

Dana Kalnins Durham, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Receptionist • Medical Office Assistant • Medical Assistant • Healthcare Support • Managers • Operations Manager

Experience & Education

Work

Company:
Unc health care
Financial counselor
Company:
Family care, pa - Durham, NC
Medical receptionist
Full Profile

Heather Reaves Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Team Member • Advisor • Customer Service • Client Service Officer • Managing Partner • Founder • Partner • Chief Executive • Founding Member • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Relations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Interior Design Specialist

Experience & Education

Title:
Recreation Professional, Sustainable Recreation Practices and Youth Programs
Location:
Raleigh-Durham, North Carolina Area
Industry:
Leisure, Travel & Tourism
Work history:
Archer Investment Management Raleigh, NC - Raleigh-Durham, North Carolina AreaRegistered RepresentativeAug 2012 - Nov 2012Navigon Financial Group - 1009 Slater Road Suite 210A Durham, NC 27703Financial ConsultantApr 2010 - Aug 2012
Full Profile

Financial Consultants near Boone, NC01530456075HickoryMorgantonBristolElizabethtonAbingdonLenoirBanner ElkMarionValdeseJefferson


Financial Consultants around Boone, NC

Abingdon  (5)
Banner Elk  (2)
Bristol  (8)
Elizabethton  (6)
Hampton  (1)
Hickory  (74)
Jefferson  (1)
Lenoir  (4)
Marion  (2)
Morganton  (22)
Valdese  (1)

Financial Consultants in North Carolina

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (10)