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Financial Consultants in Cary, NC

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98 results found

Briant Sikorski Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProduction SupervisorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonProgrammer AnalystInformation Technology SpecialistInformation Systems AnalystIT AnalystIT SpecialistMaster of Business AdministrationHospital Care ProfessionalHealth ProfessionalHealth PractitionerAutomotive SpecialistAutomotive ProfessionalPartnerChief ExecutiveFounderFounding MemberCorporate ExecutiveOperations ManagerProduction DirectorProduction Manager

Experience & Education

Position:
Wealth Advisor, CRPS at Stratos Wealth Partners
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Stratos Wealth Partners - Cary, NCWealth Advisor, CRPSsince Dec 2012Merrill Lynch - Cary, NCFinancial Advisor - Global Wealth ManagementApr 2008 - Dec 2012
Skills:
IRA's, Rollovers, Retirement, Roth IRA, 401k, Annuities, Retirement Planning, Long Term Care,...

Cary Cornette Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorRepresentativeLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianComputational ScientistSoftware DevelopersComputer ScientistsChief Executive

Experience & Education

Work

Company:
Coastal federal credit union
Financial advisor
Company:
Edward jones investments - Durham, NC
Financial advisor

Skills

Investments, Portfolio Management, Financial Planning, Public Speaking, Education, Retirement...

Kelly Morris Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceManagersOperations Manager

Experience & Education

Position:
Client Relationship Manager/Financial Advisor for Alger Financial at Raymond James Financial Inc.
Title:
Client Relationship Manager/Financial Advisor at Alger Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Financial Inc. - Raleigh-Durham, North Carolina AreaClient Relationship Manager/Financial Advisor for Alger Financialsince Oct 2012Edward Jones - Raleigh-Durham, North Carolina AreaFinancial AdvisorNov 2010 - Oct 2012

Kate Belford Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorSupervisorAdvisorManagersBookkeeperFinance and Accounting SpecialistAccounting BookkeeperOwnerChief ExecutiveAutomotive ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Consultant / Bookkeeper at Manheim Group, Consultant / Bookkeeper at Amazon Millworks, Consultant / ...
Title:
Consultant / Accounting Supervisor at Manheim Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Manheim Group - CaryConsultant / Bookkeepersince Jan 2004Amazon Millworks - Raleigh-Durham, North Carolina AreaConsultant / Bookkeepersince Sep 2011
Skills:
Small Business, Management Consulting, Strategic Consulting, Process Consulting, Software...

Tony Butler Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEngineerComputer Software ProfessionalSoftware DevelopersDatabase Administration ProfessionalDatabase AdministratorButlerNon-ProfitBusiness AdministratorAdvisorPersonal Care AideBookkeeperControllerFinance and Accounting SpecialistAccounting BookkeeperBoard MemberManagement Team ExecutiveOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Position:
Application Engineer at FacilityDude
Title:
Application Engineer
Location:
Cary, North Carolina
Industry:
Computer Software
Work history:
FacilityDude Application Engineersince May 2011Edward Jones Financial AdvisorMar 2009 - Oct 2009
Skills:
Salesforce.com, Cold Calling, Direct Sales, Sales, Sales Management, Sales Process, Account...
Languages:
America Sign Language

Jeffrey Marquis Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeBusiness AdministratorTeam MemberSchool PrincipalSchool AdministratorEducational ManagerProperty ManagerReal Estate ManagerSales RepresentativeOperations Manager

Experience & Education

Work

Company:
Merrill lynch - Cary, NC
Practice management development program / financial advisor
Company:
Fidelity investments - Durham, NC
Workplace benefits, tbo representative ii

J. Aviles-figueroa Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystSupervisorCoordinatorManagersMaster of Business AdministrationClient Service OfficerCustomer ServiceProject ManagersHousekeeping AideCleaning Worker

Experience & Education

Work

Company:
Wake med hospital
Bilingual financial analyst
Company:
Unc hospital - Chapel Hill, NC
Financial counselor

Amanda Smith Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeManagersOffice ClerkClerical SpecialistAdministrative ClerkClient Service OfficerMaster of ArtsBachelor of SciencePsychologistChief ExecutiveCustomer ServicePsychology Specialist

Experience & Education

Work

Company:
Consumer education services
Certified financial counselor
Company:
Fidelity investments - Westlake, TX
Retirement services representative

Marcus Smith Cary, NC

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentClient Service OfficerSales RepresentativeTechnicianBusiness AdministratorTechnical SpecialistTechnical Support SpecialistsAuditorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Unc hospitals
Patient financial services representative
Company:
Rex hospital - Raleigh, NC
Financial counselor, patient accounting

Michael Hronas Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPriestReverendClergyInstructorPedagogueFounderChairpersonFounding MemberChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperContractorProfessional Development TeacherIndependent Business Owners

Experience & Education

Position:
Medical QiGong Practitioner, MQP at Self, Financial Advisor and Friend at WFG, Daoist Priest,...
Title:
Financial Advisor and Friend at WFG
Location:
Cary, North Carolina
Industry:
Alternative Medicine
Work history:
Self - Cary, NCMedical QiGong Practitioner, MQPsince 2011WFG Financial Advisor and Friendsince May 2013

Charles Leapley Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentContractorAnalystAnalystsIT AnalystIndependent Business Owners

Experience & Education

Work

Company:
Fsc securities corporation
Financial advisor
Company:
Garden state securities inc
Financial consultant

Skills

Finance, Wealth Management, IT,Call Center Technololgy, Contact Center Technology, Logistics,...

Nathalie Greene Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceFinancial DirectorChief Revenue OfficerChief Administrative OfficerVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerCardiologistSurgical SpecialistBiotechnology ProfessionalBiologistBiological ScientistEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonGuideTour Guide

Experience & Education

Position:
Vice President of Finance at nContact, Inc.
Title:
Vice President of Finance at nContact Surgical, inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Biotechnology
Work history:
NContact, Inc. - Morrisville, NCVice President of Financesince Jun 2008Amphora Discovery - RTP, NCExecutive Director of Finance and AdministrationNov 2001 - May 2008
Financial advisor on management team that establis..

Ashley Crane Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityProgram AssociateFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject Managers

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
First Command Financial Planning - Raleigh-Durham, North Carolina AreaFinancial Advisorsince Jan 2010NC Rural Economic Development Center - Raleigh, NCProgram AssociateAug 2005 - Sep 2009
Skills:
Financial Analysis, Cash Management, Debt Consolidation, Debt Management, Retirement Planning,...

Sharita Wright Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ArtsCustomer Service

Experience & Education

Work

Company:
Department homeland security
Tso
Company:
U.s. navy reserves
Unit financial advisor

Dawn Bordeaux Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentQuality ManagerManagersLead QA EngineerQuality EngineerCompliance EngineerBiotechnology ProfessionalBiologistBiological ScientistSoftware TesterComputer SpecialistChief Revenue OfficerChief ExecutiveQuality Assurance ProfessionalBusiness AdministratorAdvisorOffice ClerkClerical SpecialistInspectorGeneral and Operations ManagerCorporate ExecutiveProgram DirectorAuditorBachelor of ScienceRecruitment

Experience & Education

Position:
Quality Manager at Quintiles
Location:
Raleigh-Durham, North Carolina Area
Industry:
Biotechnology
Work history:
Quintiles - Durham, North CarolinaQuality Managersince Sep 2012Consultant Quality Assurance / Financial ConsultantApr 2012 - Sep 2012
Skills:
GxP, GLP, GMP, ISBER, ICH, GCP, Quality Assurance, Quality Systems Design, Quality System...
Certifications:
ASQ-CQA - Certified Quality Auditor, American Society for Quality
RQAP-GLP Registered Quality Assurance Professional in Good Laboratory Practices, SQA - Society of Quality Assurance

Robert Whirley Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDrivers

Experience & Education

Work

Company:
Ups
Driver
Company:
Edward jones - Cary, NC
Financial advisor

Michael Mcgrady Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc - Marlton, NJ
Financial advisor
Company:
Breaker group inc - Mount Holly, NJ
Account manager

Spencer Combos Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice President of SalesVice PresidentChief ExecutiveConstructionSales ManagerOperations Manager

Experience & Education

Position:
Financial Advisor at Diversifed Financial Solutions
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Diversifed Financial Solutions - Cary North CarolinaFinancial Advisorsince Jan 2012PHWS of North Carolina VP of Sales & MarketingJan 2011 - Dec 2011
Skills:
Wealth Management, Retirement, Series 7, Life Insurance, Asset Allocation, Financial Advisory,...
Languages:
Greek

Joshua Allen Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Navy/marine relief society - Camp Lejeune, NC
Financial advisor
Company:
Protective services
U.s. ambassador

Hoss Esmaeili Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerLoan OfficersPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorBusiness AdministratorAdvisorMaster of Business AdministrationCorporate ExecutiveChief ExecutiveFounding MemberFinancial ManagerOperations Manager

Experience & Education

Position:
AAMS® | Financial Advisor at PNC Investments
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
PNC Investments - Cary, NCAAMS® | Financial Advisorsince Oct 2012Edward Jones - Raleigh, NCAAMS® | Financial AdvisorSep 2012 - Nov 2012

George Mills Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorTreasurerFinancial OfficerFinancial ManagerCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveOperations ManagerRecruitmentProfessional Development Teacher

Experience & Education

Position:
Independent Financial Consultant at George M. Mills Consultling
Location:
Raleigh-Durham, North Carolina Area
Industry:
Medical Devices
Work history:
George M. Mills Consultling - Cary, NCIndependent Financial Consultantsince Mar 2012Vesocclude Medical Chief Financial Officer and TreasurerOct 2006 - Feb 2012

Joshua Horn Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCredit ManagerLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveModelOperations ManagerAnalystsTeam MemberMedical Support AssistantHealth Support WorkerHealthcare Support

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Raleigh-Durham, North Carolina AreaFinancial Advisorsince Jul 2012BB&T Financial, FSB VP, Merchant Services Loss Prevention Mgr.Jan 2009 - Jul 2012

Laird Hepburn Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveAdvisor

Experience & Education

Position:
Board Member at Cary Community Foundation, Financial Consultant at AXA Advisors, LLC
Title:
Financial Consultant at AXA Advisors, LLC
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Cary Community Foundation Board Membersince Jan 2012AXA Advisors, LLC Financial Consultantsince Aug 2008
Skills:
Business Planning, Succession Planning, Retirement Planning, Leadership, Strategic Planning, Small...

Jimmy Luong Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Edward jones - Morrisville, NC
Financial advisor

Nathaniel Brown Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerBusiness Development ManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMathematician

Experience & Education

Position:
Partner, Financial Advisor at SB Financial
Title:
Financial Advisor & Partner at SB Financial Group
Location:
Morrisville, North Carolina
Industry:
Financial Services
Work history:
SB Financial - MorrisvillePartner, Financial Advisorsince May 2012Epicrealm Productions - Cary NCBusiness Development ManagerJan 2012 - Apr 2012

Danny Williams Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Adams Financial Partners
Title:
Financial Consultant
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Adams Financial Partners - Cary, NCFinancial Advisorsince Oct 2009Lenovo - Raleigh, NC / Beijing, ChinaDirector, Global Services2005 - Mar 2009
Skills:
Leadership, Sales, Investments, Cross-functional Team Leadership, Process Improvement, Business...

Kent Kluba Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeAdvisorSenior ManagerOperations ManagerChief ExecutiveNational Sales AssistantSales RepresentativeClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Position:
Registered Financial Advisor at Triangle Advisors Group
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Triangle Advisors Group - Cary, NCRegistered Financial Advisorsince Feb 2013New York Life Insurance Company - Raleigh, NCCorporate and Executive SalesSep 2009 - Jan 2013
Skills:
Account Management, Marketing, B2B, Selling, Start-ups, Management, Advertising

Brett Campbell Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Adams Financial Partners
Title:
Partner & Financial Consultant at Adams Financial Partners
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Adams Financial Partners Financial Consultantsince 2007
Skills:
Investments, Retirement Planning, Securities, Estate Planning

Gary Williams Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief Executive

Experience & Education

Title:
Princor Registered Representative/Financial Advisor, Principal Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Principal Financial Group Princor Registered Representative/Financial AdvisorMay 2012 - Jul 2013Crescent State Bank - Cary NCVice PresidentMay 2011 - Jan 2012

Theodore Hicks Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor, Qualified Kingdom Advisor at Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Cary, NCFinancial Advisor, Qualified Kingdom Advisorsince Oct 1998

Lisa Zywicki Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentative

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 1996

John Chaney Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperExecutive Vice PresidentChairpersonVice PresidentChief Executive

Experience & Education

Position:
Financial Advisor (retired) at Edward Jones
Title:
Financial Advisor w/Edward Jones (retired)
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Cary, NCFinancial Advisor (retired)since Jun 1994Alpha Sigma Phi Fraternity Executive VP and President of FoundationJun 1990 - Jan 1994
Skills:
Retirement Planning, Series 7, Mutual Funds, Financial Planning, Estate Planning, Public Speaking,...
Languages:
English, German
Certifications:
Accredited Asset Management Specialist (AAMS)
General securities licenses 7, 63 and 66

Linda Ellentuck Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAccounting BookkeeperBookkeeperIndependent Business OwnersFinancial OfficerFinancial ManagerIndependent ContractorContractor

Experience & Education

Position:
Accountant / Operations at North Carolina Hillel Foundation
Title:
Accountant / Financial Consultant
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
North Carolina Hillel Foundation - Chapel Hill, NCAccountant / Operationssince Apr 2012Accounting & Bookkeeping Services - Raleigh-Durham, North Carolina AreaOwnerJan 1994 - Mar 2013
Languages:
spanish

Robert Dykes Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberRepresentativeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Associate at MassMutual Financial Group at MassMutual Financial Group
Title:
Financial Advisor at MassMutual Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - Cary, NCManaging Associate at MassMutual Financial Groupsince Jul 2008

Rick Mcclure Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperManagement AnalystAnalystsVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Position:
Contractor - Program Management; Merger &Acquisition Integrations at Meridian Technologies /...
Title:
Program Management; Mergers & Acquistion Integrations
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Meridian Technologies / BB&T - Raleigh-Durham, North Carolina AreaContractor - Program Management; Merger &Acquisition Integrationssince Jan 2012Bank of America Merrill Lynch - Cary, NCFinancial AdvisorFeb 2011 - Nov 2011

Julie-anne Moretti Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorFinancial DirectorFinancial OfficerFinancial ManagerIndependent Business OwnersAccount ManagerContractorChief ExecutiveBachelor of Business AdministrationLecturerPostsecondary Teacher

Experience & Education

Position:
CPA/Finance Consultant at CPA/Financial Consultant
Title:
--
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
CPA/Financial Consultant CPA/Finance Consultantsince Oct 2012Vision Share - Cary, NCDirector of FinanceApr 2011 - Sep 2012
Languages:
English, French
Certifications:
Certified Public Accountant

Indra Lahiri Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer Network ConsultantComputer ConsultantIT ConsultantAnalystProject ManagerAnalystsManagerOperations ManagerProject ManagersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Networking
Work history:
Merrill Lynch - Cary, NCFinancial Advisorsince 2010Cisco Systems - Research triangle park, North CarolinaSr Analyst/Project Manager1999 - 2010

Michael Adams Cary, NC

Professions & Specialties

TellerFinancial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystShift ManagerManagersOperations Manager

Experience & Education

Work

Company:
Wells fargo
Teller
Company:
Series - Bossier City, LA
Financial advisor

Skills

Analytical

Yvette Paige Cary, NC

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperBusiness ConsultantAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEscrow OfficerTitle ExaminerMarketing ConsultantMarket AnalystMarket Research AnalystAdministrative Services ManagerChief Administrative OfficerChief Executive

Experience & Education

Work

Company:
Paige bookkeeping and publishing
Business operations/marketing/financial consultant and accounting administrator/ bookkeeper
Company:
Meritage homes - Raleigh, NC
Administrative services manager

Tracelyn Charles Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Heartstone investments, llc
Financial consultant and accounting services
Company:
Espn - Bristol, CT
Senior financial analyst - production financial services (pfs)

Skills

MS Office, Lotus SmartSuite, NCS, SAP, Brio, CIAS, QMF, Apex & Essbase, Hyperion, Basic C++,...

Ryan Mccarty Cary, NC

Professions & Specialties

CollectorFinancial ConsultantRepossessorCollections SpecialistFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerCustomer Service SupervisorAssistant ManagerManagersAssociate in Applied ScienceProperty ManagerReal Estate ManagerGraphic DesignerSystems Support SpecialistSupport SpecialistsSupervisors

Experience & Education

Work

Company:
Halfmoon - Halfmoon, NY
Property tax data collector
Company:
Billit inc - Clifton Park, NY
Company officer/ financial advisor

Skills

Customer Service, Sales, Excel, MS Word, Access, Appraisal Assistant, Real Estate Deeds, Tax...

Elisha Hicks Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea ManagerManagers

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Cary, North Carolina
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Apr 2012Mattress Firm Area ManagerSep 2004 - Apr 2012

Sandra Haig Cary, NC

Professions & Specialties

Financial ConsultantLoan CounselorFinancial Services ProfessionalFinancial Services Sales AgentLoan SpecialistLoan OfficersTelephone InterviewerInterviewer

Experience & Education

Work

Company:
Headway (sra) - Durham, NC
Telephone interviewer
Company:
College foundation, inc - Raleigh, NC
Student loan counselor

Skills

Bilingual (English and Spanish). Technical competence in MS Office programs and Internet browsers.

Christopher Theis Cary, NC

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveProject ManagersBachelor of ScienceRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Suntrust bank
Personal banker
Company:
Uvest / ironstone securities - Cary, NC
Financial consultant / vp

Donald Cook Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSenior Customer Service RepresentativeClient Service OfficerAssociate of ArtsCustomer Service

Experience & Education

Work

Company:
Massmutual financial group
Financial consultant
Company:
The sentinel insurance agency - Winston-Salem, NC
Sales representative

John Ware Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistSupervisorManagersChief ExecutiveSports Trainers

Experience & Education

Work

Company:
Guardian life insurance company
Financial advisor / agency investment specialist / agency supervisor
Company:
New york life
Financial adviser

Skills

Mentoring, Training, Joint Work, Life Insurance, Health Insurance, Long Term Care Insurance, Series ...

Melissa Pea Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorSales ManagerCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Morgan stanley wealth management
Financial advisor/client relationship manager
Company:
Diagnostic practices, inc - Solvay, NY
Major account executive/marketing advisor

Robert Hartinger Raleigh, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch - Cary, NCFinancial Advisorsince May 2011

Jonathan Mba Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystFraud SpecialistFinancial Compliance ExaminerAuditorBusiness AdministratorBachelor of ScienceReal Estate ManagerOperations Manager

Experience & Education

Work

Company:
Merrill lynch
Wealth management financial advisor
Company:
Bank of america
Fraud analyst

Skills

Excel

Brenda Kengla Cary, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Thompson financial group
Financial advisor
Company:
Bb&t - Cary, NC
Financial services officer



Financial Consultants near Cary, NC02575147711,0281,285RaleighDurhamChapel HillApexWake ForestClaytonKnightdaleHolly SpringsBuies CreekGarner