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Financial Consultants in Colorado

Financial Consultants in Boulder, CO

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112 results found

Chris Gustavson Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Construction • Advisor • Founder • Co-Founder • Founding Member • Chief Executive • IT Specialist

Experience & Education

Position:
Founder & Senior Consultant at Blue Mountain Consulting, Co-Founder, Marketing & Financial...
Title:
Strategic Business Consulting
Location:
Greater Denver Area
Industry:
Management Consulting
Work history:
Blue Mountain Consulting - Boulder, COFounder & Senior Consultantsince Mar 2008Stonebridge Builders - Arvada, COCo-Founder, Marketing & Financial Advisorsince May 2007
Skills:
Business Process Improvement, Strategic Business, Marketing Strategy, Technology Needs Analysis,...
Full Profile

Kyle Kummer Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Business Administrator • Chairperson • Co-Founder • Director • Marketing Director • Chief Administrative Officer • Marketing Manager • Chief Executive • Founder • Founding Member • Operations Manager • Sales Person • Buyer • Sales Representative • Buyer and Seller • SharePoint Administrator • Information Technology Specialist • Database Administration Professional • Database Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Advertising Professional • Market Research Analyst • Advertising Sales Agent

Experience & Education

Position:
Financial Sales Advisor at BBVA Compass
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
BBVA Compass - Downtown Denver- LoDoFinancial Sales Advisorsince Jan 2013Victory Capital Management - Greater Denver AreaBusiness Development InternMay 2012 - Nov 2012
Skills:
Microsoft Office 2007, Social Media, Inside Sales, Sales, Blogging, Social Media Marketing,...
As a Financial Advisor with BBVA Compass
Full Profile

Kevin Mcgushin Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Financial Analyst • Management Consultant • Contractor • Management Analyst • Analysts • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration

Experience & Education

Position:
Financial Analyst at EcoProducts
Title:
Finance Consultant
Location:
Greater Denver Area
Industry:
Retail
Work history:
EcoProducts - Boulder, COFinancial AnalystIndependent Contractor, Financial Analysis, Financial Modeling Financial Consultant2011 - 2013
Skills:
Data Analysis, Financial Modeling, Metrics, Forecasting, Dashboards, Financial Analysis, KPI,...
Languages:
Arabic, Bulgarian, Portuguese, Spanish
Full Profile

Linda Arnold Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Co-Founder • Chairperson • Management Team Executive • Operations Manager • Founder • Founding Member • Chief Executive • Marketing Manager • Advertising Professional • SEO Specialist • Advertising Sales Agent • Web Marketer • Senior Manager • Owner • Production Manager • Internet Marketing Manager • Market Analyst • Market Research Analyst • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist

Experience & Education

Position:
Charter School Financial Consultant at Abstract Insights LLC
Location:
Greater Denver Area
Industry:
Marketing and Advertising
Work history:
Abstract Insights LLC Charter School Financial Consultantsince Nov 2012Aveta Marketing - Boulder, COCo-Founder and PresidentMay 2010 - Dec 2012
Skills:
Online Marketing, Email Marketing, Channel Marketing, Product Marketing, Small Business, Marketing...
Full Profile

Ben Casner Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Weight Training Instructor • Sports Trainer • Sports Trainers • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Raymond James Financial Inc.
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
Raymond James Financial Inc. - Greater Denver AreaFinancial Advisorsince Jan 2011Edward Jones - Boise, Idaho AreaFinancial AdvisorJan 2006 - Jan 2011
Skills:
Retirement Planning, Investment Strategies, Estate Planning, Investments, Portfolio Management,...
Full Profile

Andy Murphy Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Guide • Security • Representative • Counselor • Non-Profit • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
VALIC - Boulder, COFinancial Advisorsince Nov 2011TIAA-CREF - Greater Denver AreaSenior Brokerage and Advising ConsultantFeb 2006 - Jun 2011
Skills:
Securities, Series 7, Mutual Funds, Insurance, Annuities, Retirement Planning, Fixed Income...
Certifications:
Series 7, General Securities Representative
Series 66, Uniform Combined Registered Investment Adviser
Full Profile

Lauren Wilson Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • HR Manager • Operations Manager • Representative • Subject Matter Expert • Investor • Business Administrator • Skilled Professional • Master of Business Administration • Bachelor of Business Administration • Research Specialist • Research Scientist

Experience & Education

Position:
Brewery Accountant at Upslope Brewing Company
Location:
Boulder, Colorado
Industry:
Food & Beverages
Work history:
Upslope Brewing Company - Boulder, COBrewery Accountantsince Mar 2012Pekoe Tea - Boulder, COFinancial ConsultantJun 2012 - Aug 2012
Full Profile

Ben Keady Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Analyst • Apprentice • Supervisor • Analysts • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Bartender • Team Member • Food Server • Financial Manager • Operations Manager

Experience & Education

Position:
Investment Banking Summer Analyst at MSF Enterprises, LLC
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
MSF Enterprises, LLC - Denver, COInvestment Banking Summer Analystsince Jun 2013UBS Wealth Management - Boulder, COFinancial Advisor InternSep 2012 - May 2013
Skills:
Finance, Financial Analysis, Spanish, Banking, Investments, Alternative Investments, Microsoft Excel
Full Profile

Nathan Stair Boulder, CO

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Sales Representative • Sales Agent • Inside Sales Representative • Representative • Bachelor of Science • Market Research Analyst

Experience & Education

Work

Company:
E-trade financial
Pattern day -trader
Company:
E-trade financial - Phoenix, AZ
Financial advisor

Skills

Statistical analysis, Financial needs analysis, Data interpretation, Locational analysis, Market...
Full Profile

Bryan Pieper Westminster, CO

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Founding Member • Chief Economist • Chief Executive • Financial Manager • Management Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Tour Guide

Experience & Education

Position:
Partner, Sr. PIM Portfolio Manager at Trailhead Wealth Management, LLC
Title:
Partner at Trailhead Wealth Management, LLC
Location:
Louisville, Colorado
Industry:
Financial Services
Work history:
Trailhead Wealth Management, LLC - Louisville, COPartner, Sr. PIM Portfolio Managersince Nov 2012Morgan Stanley Smith Barney - Boulder, COFinancial Advisor, Sr. Portfolio ManagerJul 2005 - Nov 2012
Full Profile

Frederic Han Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Independent Business Owners • Vice President of Sales • Vice President • Chief Executive • Computer Software Professional • Software Developers • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2012Sports Shares - Greater Denver AreaNational Sales ManagerSep 2011 - Mar 2012
Full Profile

Philip Bland Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • SalesForce Administrator • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Operations Manager • IT Specialist

Experience & Education

Title:
Experienced Sales and Business Development Professional
Location:
Boulder, Colorado
Industry:
Computer Software
Work history:
MindMixer - Boulder, CORegional Sales DirectorJan 2012 - Feb 2013-- - Greater Omaha AreaIndependent Financial AdvisorMar 2008 - Jan 2012
Full Profile

Brian Morrow Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Master of Public Administration • Master of Business Administration • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Position:
Chief Financial Officer (CFO) at CraftWorks Restaurants & Breweries, Inc., Financial Consultant ...
Title:
Finance Professional & CFO at CraftWorks Restaurants & Breweries
Location:
Greater Denver Area
Industry:
Retail
Work history:
CraftWorks Restaurants & Breweries, Inc. - Greater Denver AreaChief Financial Officer (CFO)since Nov 2010Red Idea Partners - Boulder COFinancial Consultantsince 2005
Skills:
Proformas, Outlooksoft, Oracle Financials, Key Performance Indicators, Strategic Planning,...
Full Profile

Eric Erickson Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo - Broomfield, CO
Financial advisor
Company:
Chase - Longmont, CO
Financial advisor
Full Profile

Daniel Sherlock Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • District Manager • Region Manager • Bachelor of Science • Psychologist • Client Service Officer • Customer Service • Area Manager • Managers • Psychology Specialist

Experience & Education

Work

Company:
Tiger real estate investments
Company:
Tiger real estate investments - Boulder, CO
Financial advisor
Full Profile

Dianna Chiow Denver, CO

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Operations Manager • Chief Executive • Buyer and Seller • Sales Representative

Experience & Education

Position:
Financial Planner at The Wealth Conservancy
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
The Wealth Conservancy - Boulder, COFinancial Plannersince Mar 2012Wealth Concepts, LLC Financial AdvisorSep 2010 - Mar 2012
Full Profile

Scott Herrmann Boulder, CO

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Financial Manager • Chief Executive • Analysts

Experience & Education

Position:
CFP® / Financial Advisor at Elevations Credit Union
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Elevations Credit Union - BoulderCFP® / Financial Advisorsince Apr 2013LPL Financial CFP® / Investment & Operations ManagerMar 2011 - Apr 2013
Skills:
Certified Financial Planner, Series 7, Series 66
Full Profile

Matthew Goldstein Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Regional Vice President • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Managers

Experience & Education

Position:
Regional Vice President Private Client Group at US Bancorp
Title:
Vice President Private Client Group
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
US Bancorp - Greater Denver AreaRegional Vice President Private Client Groupsince Apr 2012Ameriprise Financial Services, Inc. - Boulder COBranch Manager// Financial AdvisorFeb 2011 - Apr 2012
Skills:
Series 7, Series 63, Securities, Mutual Funds, Investments, Series 24, Asset Allocation, Equities,...
Full Profile

Peter Baumgartner Denver, CO

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legislator

Experience & Education

Position:
First Vice President, Senior Portfolio Manager, and Financial Advisor at Morgan Stanley
Title:
First Vice President and Senior Portfolio Manager at Morgan Stanley
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Morgan Stanley - Boulder, COFirst Vice President, Senior Portfolio Manager, and Financial Advisorsince Jul 2008Town of Lyons, CO Trustee2004 - 2009
Full Profile

Mark Adolfson Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor at Financial Mountain Inc
Title:
Financial Planning/Investment Management at Financial Mountain
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Financial Mountain Inc - Boulder,CoWealth Management Advisorsince Jan 1992MHN Government Services Personal Financial ConsultantMar 2009 - Dec 2012
Full Profile

Erika Bloomquist Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Auditor • Customer Service • Client Service Officer • Account Service Manager • Bachelor of Arts • Analysts • Team Member

Experience & Education

Position:
Credit Analyst at Mile High Banks
Title:
Credit Analyst
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Mile High Banks - Boulder, COCredit Analystsince Mar 2013J Kelly and Associates Transition SpecialistJun 2011 - Jan 2013
Assist new Financial Advisor recruits in transferring their c..
Full Profile

Kelly Cochran Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Managers • Team Member • Marketing Administrator • Author • Entertainer • Student Worker • Marketing Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Merrill Lynch - Boulder, COFinancial Advisorsince Jul 2012Horizon Events ConsultantJan 2010 - Jul 2012
Skills:
Event Planning, Public Relations, Press Releases, Wealth Management, Retirement Planning, Personal...
Full Profile

Dan Weinberger Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Oct 2007Jackson National Life Variable Annuity WholesalerFeb 2003 - Aug 2004
Full Profile

Neil Lubar Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Founder • Chief Executive • Founding Member • Operations Manager • Management Team Executive • Financial Officer • Financial Manager • Real Estate Sales Agent • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Morgan Stanley - Boulder, COFinancial Advisorsince May 2011PURE NNN Income Fund LLC President and FounderJan 2010 - May 2011
Certifications:
CCIM, Certified Commercial Investment Memeber
Full Profile

Eric Johnson Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
Independent Financial Advisor/Wealth Management Specialist at Raymond James Financial Services Inc. ...
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Raymond James Financial Services Inc. Member FINRA/SIPC Independent Financial Advisor/Wealth Management Specialistsince May 2004
Full Profile

Don Furuya Boulder, CO

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:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor/Associate Vice-President
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Sep 2005Edward Jones Investment RepresentativeDec 1999 - Sep 2005
Full Profile

Tara Mohr Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at LPL Financial
Title:
Divorce Financial Consultant & Wealth Advisor
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
LPL Financial Financial Consultantsince Dec 2004
Full Profile

Russell Hamilton Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Website Developer • Software Developer • Software Developers • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant | Serving Families and Business in the Boulder Community
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
AXA Advisors - BoulderFinancial Consultantsince Nov 2011Eco-Products Customer Service RepresentativeAug 2007 - Dec 2008
Full Profile

Nick Bode Boulder, CO

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 - Wealth management at UBS
Title:
Financial Advisor at UBS
Location:
United States
Industry:
Financial Services
Work history:
UBS - Boulder, CoVice President - Wealth managementsince Jan 2009Merrill Lynch - BoulderFinancial AdvisorApr 1999 - Jan 2009
Full Profile

Chad Peters Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
First Vice President and Wealth Management Advisor at Merrill Lynch
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Merrill Lynch - 921 Walnut Street, Boulder, Colorado 80304First Vice President and Wealth Management Advisorsince Jul 2003Robert W. Baird & Co. - Boulder, Colorado 80304Financial AdvisorSep 1999 - Jul 2003
Full Profile

Jeanette Beatty Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Merrill lynch wealth management - Denver, CO
Financial advisor
Company:
Bbva compass - Boulder, CO
Preferred relationship manager

Skills

Portfolio Management, Account Management, Cross Sell, Loan Origination, Loan Processing, Client...
Full Profile

Maria Wilson Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Edward Jones - Boulder, COFinancial Advisorsince May 2010Wells Fargo Home Mortgage - Crested Butte, COHome Mortgage ConsultantJan 2009 - May 2010
Full Profile

Greg Stringari Denver, CO

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:
First Vice President / Financial Advisor at Morgan Stanley Smith Barney at Morgan Stanley Smith Barney
Title:
First Vice President / Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Boulder, COFirst Vice President / Financial Advisor at Morgan Stanley Smith Barneysince Jan 2005JPMorgan Financial Advisor1990 - 2005
Full Profile

Jordan Fuerst Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Brighton, Colorado
Industry:
Financial Services
Work history:
Edward Jones - Brighton, COFinancial Advisorsince Jan 2012FreeWave - Boulder, COSenior Embedded Firmware EngineerFeb 2002 - Jan 2012
Full Profile

Alan Goodman Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Sales Director • Region Manager • Operations Manager • Area Manager • Managers • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Chrome asset managment
Financial advisor
Company:
Equity futures trading, llc
Principal
Full Profile

James P Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Mathematics • Mathematician

Experience & Education

Work

Company:
Strategic and financial consultant
Company:
Navistar international corporation
Manager, financial planning and analysis
Full Profile

Kevin Hahn Boulder, CO

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Account Manager • Finance and Accounting Specialist • Bookkeeper • Accounting Bookkeeper

Experience & Education

Work

Company:
Transamerica financial services
Associate financial planner, account manager
Company:
Eco.syste.ms - Boulder, CO
Financial consultant, bookkeeper
Full Profile

David Richey Boulder, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
CUNA Mutual Group - Boulder, ColoradoFinancial Advisorsince Jan 1998PNC Financial ConsultantSep 1991 - Jan 1998
Full Profile

Theodore Smith Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Wild ride beef jerky - Golden, CO
Special projects coordinator
Full Profile

Drew Lyon Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Business Administrator • Sales Executive • Sales Manager • Operations Manager • Student Worker

Experience & Education

Work

Company:
Matrix energy services inc
Project coordinator
Company:
Waddell and reed financial services - Boulder, CO
Financial advisor
Full Profile

Ian Behrmann Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Omni financial - Broomfield, CO
Administrative assistant
Company:
Boulder community hospital - Boulder, CO
Cta / financial advisor
Full Profile

Timothy Niemela Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Instructional Designer • Educational Designer • Apprentice • Student Worker

Experience & Education

Work

Company:
Klee associates - Boulder, CO
Junior sap instructional designer; internship
Company:
Trust annuity group - Milford, NH
Intern to financial advisor
Full Profile

Kelly Stewart Boulder, CO

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:
Financial Advisor at Chase Investment Services Corp.
Title:
VP - Financial Advisor
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Chase Investment Services Corp. - Boulder, COFinancial Advisorsince Apr 2002
Full Profile

James Eardley Denver, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • SEO Specialist • Advertising Professional • Web Marketer • Advertising Sales Agent • SalesForce Administrator • Database Administration Professional • Database Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Development Manager • Marketing Manager • Operations Manager • Business Administrator • Organization Management • Managers • Market Research Analyst • Marketing Professional • Chief Executive • Buyer • Buyer and Seller • Sales Representative • Student Worker • Food Server

Experience & Education

Position:
Advertising Consultant Executive- Telephone at Dex One
Location:
Greater Denver Area
Industry:
Marketing and Advertising
Work history:
Dex One - Lone Tree, COAdvertising Consultant Executive- Telephonesince Nov 2011Dex One - Lone Tree, CONew Business ExecutiveJul 2010 - Nov 2011
Financial Advisor Intern at World Financial Group
Full Profile

Ian Bennett Boulder, CO

Professions & Specialties

Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Owner • Chief Executive • Buyer • Buyer and Seller • Sales Representative • Government Service Executive • Government Administration Officer • Civil Servant • Nurse • Nurse Practitioner

Experience & Education

Position:
Mortgage Loan Officer at Elevations Credit Union, Adult and Kid's Brazilian Jiu Jitsu Coach at...
Title:
Mortgage Loan Officer at Elevations Credit Union
Location:
Boulder, Colorado
Industry:
Banking
Work history:
Elevations Credit Union - Boulder, COMortgage Loan Officersince Dec 2012Easton Brazilian Jiu Jitsu Boulder - 1750 30th St # 22, Boulder, CO 80301-1024Adult and Kid's Brazilian Jiu Jitsu Coachsince Oct 2008
..lifetime relationships as a trusted financial advisor
Full Profile

Eric Gertler Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Computer Software Professional • Software Developers • Chief Administrative Officer • Operations Manager • Chief Executive • Controller • Management Consultant • Management Analyst • Analysts • Model • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Recruitment • School Administrator • Educational Manager

Experience & Education

Position:
Director of Finance at Connect First, Inc.
Location:
Greater Denver Area
Industry:
Computer Software
Work history:
Connect First, Inc. - Boulder, CODirector of Financesince Aug 2012Radish Systems, LLC - Boulder, CODirector of FinanceJun 2010 - Aug 2012
Skills:
Software Industry, Cleantech, Financial Management, Accounting Operations, GAAP, Financial...
Full Profile

Andre Simoneau Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Human Resources Specialist • Employee Relations Manager • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Speaker • Counselor • Security • Spokesperson • Representative • Advisor • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Chief Executive • Sales Manager • Marketing Manager • Model • Builder • Construction Specialist • Construction Laborer • Consumer Goods Professional • Account Service Manager • Client Service Officer • Sales Representative • Commodities Clerk • Soil and Plant Scientist • Nurse • Nurse Practitioner • Brand Representative • Web Marketer • Customer Service

Experience & Education

Position:
Recruiter | Private Pensions and Tax Free Retirement Savings Expert at Financial Juggernaut, HR...
Title:
I'm a Recruiter, Speaker & I Build Private Pensions & "Roth" on Steroids
Location:
Boulder, Colorado
Industry:
Financial Services
Work history:
Financial Juggernaut - Greater Boulder Denver AreaRecruiter | Private Pensions and Tax Free Retirement Savings Expertsince Dec 2010Five Rings Financial, LLC - Boulder Denver AreaHR Manager | Speaker | 401(k) Rollovers | IRA's | No Fee basedsince Jan 2011
Skills:
Tax Free Retirement Savings, Retirement, Roth IRA, Savings, Small Business, Member of Toastmasters, ...
The Insurance and Financial Advisor Marketing Group
Full Profile

Dave Momper Denver, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Board Member • Business Development Manager • Operations Manager • Management Team Executive • Marketing Manager • Entertainment Professional • Entertainer • Brand Planner • Brand Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Chief Learning Officer • Model • Advertising Sales Agent • Analyst • Entrepreneur • Business Administrator • Planner • Analysts • Managers • Training Manager • Corporate Counsel • Legal Counsel • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator

Experience & Education

Position:
Board Member at Ad Club Denver, Director of Business Development at POSTMODERN COMPANY - MEDIA...
Title:
Director of Business Development at Postmodern Co
Location:
Greater Denver Area
Industry:
Broadcast Media
Work history:
Ad Club Denver - DenverBoard Membersince Jun 2013POSTMODERN COMPANY - MEDIA PRODUCTION FOR THE ROCKY MOUNTAIN REGION - Denver, CoDirector of Business Developmentsince Jun 2012
Skills:
Video Production, Business Strategy, Business Development, Emotional Intelligence, Strategic...
Independent Financial Consultant & Marketing Specialist at Nor..
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Rob Masinter Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Board Member • Operations Manager • Management Team Executive • Chief Executive Officer • Manager • Co-Founder • Marketing Manager • Chief Executive • Corporate Executive • Founder • Founding Member • Retail Design Architect • Brand Representative • Product Specialist • Financial Analyst • Analyst • Organization Management • Analysts • Exploration Geologist • Geo Scientist • Geoscientist • Master of Business Administration • Master of Science

Experience & Education

Position:
Director, Global Product Management at Advanced Energy, Board Member at CU Cleantech
Title:
Clean Energy and Technology Executive
Location:
Greater Denver Area
Industry:
Renewables & Environment
Work history:
Advanced Energy - Greater Denver AreaDirector, Global Product Managementsince Aug 2012CU Cleantech - Boulder, COBoard Membersince Nov 2011
Skills:
P&L Management, Product Management, Marketing Strategy, Corporate Development, Product...
Financial Advisor
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Eric Barr Denver, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Project Managers • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President - Wealth Management at GlobalBridge, Partner at Norwood Partners, LLC
Title:
Vice President - Wealth Management at GlobalBridge
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
GlobalBridge - Boulder, COVice President - Wealth Managementsince Jun 2011Norwood Partners, LLC Partnersince Jul 2006
Skills:
New Business Development, Contract Negotiation, Product Design, Mutual Funds, Business Planning,...
Financial Advisor at AIG VALIC
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