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Financial Consultants in North Carolina

Financial Consultants in Charlotte, NC

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250 results found

Xavier Tufty Charlotte, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, AVP at SunTrust Investment Services, Inc.
Title:
Financial Advisor at SunTrust Investment Services, Inc.
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
SunTrust Investment Services, Inc. - Greater Charlotte AreaFinancial Advisor, AVPsince Jan 2011UBS Wealth Management - Charlotte, North Carolina AreaSenior Financial AdvisorMay 2009 - Dec 2010
Full Profile

Barry Robert Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Co-Founder • Chief Executive • Founder • Founding Member • School Principal • School Administrator • Educational Manager • Business Intelligence Professional • Business Consultant • Advisor • Data Analyst • Data Entry Specialist • Data Scientist • Corporate Executive • Project Managers • Construction • Guide • Tour Guide • Information Technology Specialist • IT Specialist • Master of Science • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Athletes

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
at Morgan Stanley Smith Barney
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Oct 2009THE EXETER CONSULTING GROUP Owner iSales Inc. & Co-Founder and PrincipalDec 2006 - Dec 2009
Full Profile

S. Autry Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Finance and Accounting Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Entrepreneur • Managers • Advisor • Team Member • Recruitment • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Chief Financial Officer (CFO)/Controller at In Transition -- Actively Pursuing New Opportunities,...
Location:
Charlotte, North Carolina Area
Industry:
Accounting
Work history:
In Transition -- Actively Pursuing New Opportunities Chief Financial Officer (CFO)/Controllersince Mar 2010S.G. Autry CPA Financial Consultantsince Nov 2009
Skills:
Strategic and Financial planning/Budgeting, Startup and Restructuring, Process...
Full Profile

Duane Pellman Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Area Manager • Managers • Non-Profit • Agent • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Pellman Financial Group
Title:
Wealth Advisor at Pellman Financial Group
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Pellman Financial Group - Charlotte, North Carolina AreaFinancial Advisorsince Jun 1996Lincoln Investment Planning Financial AdvisorDec 2006 - Apr 2009
Full Profile

Shavon Black Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Chief Executive • Medical Record Transcriber • Hospital Care Professional • Medical Assistant • Healthcare Support • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Health Professional • Health Practitioner • Business Administrator • Planner • Administrative Clerk • Clerical Specialist • Insurance Professional • Underwriter • Chiropractor

Experience & Education

Position:
Director of Operations at CLP Financial Group
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
CLP Financial Group - Chesapeake, VADirector of Operationssince May 2009LPL - Charlotte, North Carolina AreaBrokerage & Retirements SpecialistSep 2007 - May 2009
Skills:
Training, Insurance, Business Development, Customer Service, Management, Call Centers, Sales, CRM,...
Certifications:
VA Life, Health and Annuities
NC Life, Health and Annuities
Act as liaison between Senior Financial Advisor and team
Full Profile

Robert Higgins Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel • Master of Science • Linux Administrator • Computer Software Professional • Systems Administrator • Computer Systems Administrator • Software Developers • Human Resources Specialist • Recruitment • Founder • Founding Member • Chief Executive • Project Managers • Operations Manager • Advisor • School Administrator • Educational Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior Financial Advisor at Fulcrum Capital Partners, LLC
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Fulcrum Capital Partners, LLC Senior Financial Advisorsince Dec 2009Raymond James Financial AdvisorOct 2004 - Dec 2009
Full Profile

Jenna Luck Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Representative • Guide • Tour Guide • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Position:
Data and Project Management at Bank of America
Title:
Data & Project Management at Bank of America
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Bank of America - Charlotte, North Carolina AreaData and Project Managementsince Mar 2013Capital Guardian LLC - Charlotte, North Carolina AreaAdvisory ServicesAug 2010 - Oct 2012
Oversaw financial advisor transitions including onboarding
Full Profile

Matthew Smith Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Business Administrator • Analysts • Project Managers • Operations Manager

Experience & Education

Position:
Financial Consultant - Wells Fargo at Wachovia, A Wells Fargo Company
Title:
CIB Product Controller at Wachovia Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Wachovia, A Wells Fargo Company Financial Consultant - Wells Fargosince Aug 2009Wachovia Bank CIB Product ControllerAug 2004 - Aug 2009
Full Profile

Brandon Holloway Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Apprentice • Technician • Team Member • Contractor • Technical Specialist • Technical Support Specialists • Manager • Operations Manager • Bachelor of Science • Airman • Student Worker

Experience & Education

Position:
Financial Consultant at Wells Fargo
Title:
Liquidity Analytics and Reporting Financial Consultant at Wells Fargo
Location:
Charlotte, North Carolina Area
Industry:
Accounting
Work history:
Wells Fargo - Charlotte, North Carolina AreaFinancial Consultantsince Oct 2012Wells Fargo - Charlotte, North Carolina AreaSenior AuditorSep 2011 - Oct 2012
Skills:
Auditing, Internal Controls, Cash Flow, Staff Development, Financial Reporting, Accounting, SEC...
Certifications:
Certified Public Accountant, North Carolina Board of Accountancy
Full Profile

Greg Padgitt Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Talent Agent • Agent • Sales Agent • Sales Representative • Computer Software Professional • Information Technology Specialist • Database Administration Professional • Database Administrator • Software Developers • IT Specialist • HR Manager • Operations Manager • Chief Executive

Experience & Education

Position:
Recruiting Specialist, Institutional Services at LPL Financial
Title:
Recruiting Specialist at LPL Financial
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
LPL Financial - Charlotte, North Carolina AreaRecruiting Specialist, Institutional Servicessince Dec 2012Independent Recruiting Consultant - Charlotte, North Carolina AreaIndependent Recruiting ConsultantOct 2012 - Dec 2012
Skills:
Account Management, Sales Recruitment, Technical Recruiting, Sales Management, Salesforce.com,...
Financial Advisor augmentation and replacement
Full Profile

Benjamin Kristoff Charlotte, NC

Professions & Specialties

Financial Center Manager • Financial Specialist • Financial Services Professional • Financial Consultant • Banker • Financial Services Sales Agent • Counselor • Advisor • Customer Service • Client Service Officer • Business Administrator • Clerical Specialist • Managers • Area Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Region Manager • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Center Manager at Fifth Third Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Fifth Third Bank - Highway 29 Concord, NcFinancial Center Managersince Feb 2011Wachovia Bank Licensed Financial SpecialistJan 2007 - Feb 2011
Skills:
Banking
..teammates: Mortgage Consultant and Financial Advisor to cross-sell mortgage and inves..
Full Profile

Tanya Miller Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Bank of america
Avp; senior financial analyst
Company:
Metlife bank, n.a (subsidiary of metlife insurance company) - Bridgewater, NJ
Financial consultant, bank finance - planning and projections

Skills

MS Office (Word, Excel, Outlook, PowerPoint), Lotus Notes, PeopleSoft (Oracle) General Ledger,...
Full Profile

Diane Thomas Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness • Business Administrator • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Distributor at MonaVie
Title:
"Helping Others Achieve A More Meaningful Life" - MonaVie Independent Distributor
Location:
Charlotte, North Carolina Area
Industry:
Health, Wellness and Fitness
Work history:
MonaVie Independent Distributorsince Sep 2011Randstad Technologies US - Charlotte, NCFinancial Consultant - Wells Fargo AdvisorsJun 2010 - Sep 2011
Full Profile

Charlene Cunningham Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Construction • Recognition • Operations Manager • Financial Officer • Financial Manager • Corporate Executive • Business Administrator • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
Financial Consultant at Bank of America
Title:
Financial Analyst
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Bank of America Financial Consultantsince Mar 2010Wachovia, A Wells Fargo Company Financial ConsultantJun 2007 - Mar 2009
Full Profile

John Schwab Charlotte, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Management Consultant • Independent Contractor • Management Analyst • Analysts • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager • Marketing Manager

Experience & Education

Position:
Financial Advisor and OSJ / Branch Manager at Resource Horizons Group, L.L.C., Management...
Title:
CFP ® Certificant | Financial Planning & Investment Services | OSJ and Branch Mgr for Resource Horizons Group, L.L.C.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Resource Horizons Group, L.L.C. - Concord, NCFinancial Advisor and OSJ / Branch Managersince Apr 2011Self-Employed - Charlotte, North Carolina AreaManagement Consultantsince Aug 2010
Full Profile

Sebastian Sadovsky Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Chief Executive • Corporate Executive • Sales Account Manager • Sales Executive • Analyst • Supporting Member • Analysts • Team Member • Computer Programmer • Programmer • Customer Service

Experience & Education

Position:
Financial Advisor at Global Wealth Management - USA at Merrill Lynch
Title:
Financial Advisor: Global Wealth Management, Retirement Planning, Investments - Ger. Investimentos - Merrill Lynch
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Merrill Lynch - Charlotte, North Carolina AreaFinancial Advisor at Global Wealth Management - USAsince Jun 2011Bank of America - Charlotte, North Carolina AreaUS Derivatives Documentation ManagerAug 2010 - Jun 2011
Languages:
Portuguese, Spanish, English
Full Profile

Brandon Benson Charlotte, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant, Wholesale ALCO at Wells Fargo
Location:
Charlotte, North Carolina
Industry:
Banking
Work history:
Wells Fargo Financial Consultant, Wholesale ALCOsince Jul 2013Ernst & Young - Charlotte, North CarolinaManager | Transaction Advisory Services | Financial Services OfficeSep 2010 - Jul 2013
Skills:
M&A due diligence, Mergers, Divestitures, Financial Institutions, US GAAP, Financial Analysis,...
Full Profile

Jim O'neill Charlotte, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Divisional VP - Procurement at Family Dollar
Title:
Divisional VP - Procurement @ Family Dollar
Location:
Charlotte, North Carolina Area
Industry:
Retail
Work history:
Family Dollar - Charlotte, North CarolinaDivisional VP - Procurementsince Aug 2010Merrill Lynch Financial AdvisorOct 2008 - Jan 2010
Full Profile

Julian Rogers Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Advisor • Team Member • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Product Integrity AVP supporting Exchange Traded Derivatives at Wells Fargo Securities, LLC
Title:
Derivatives Clearing - Product Integrity - Wells Fargo Securities, LLC
Location:
Charlotte, North Carolina Area
Industry:
Investment Banking
Work history:
Wells Fargo Securities, LLC Product Integrity AVP supporting Exchange Traded Derivativessince Feb 2008First Investors Corporation Associate Financial AdvisorJun 2007 - Aug 2007
Full Profile

Dorance Iii Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Financial Advisor at Synergy Investment Group, Financial Planner at Synergy Investment Group
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Synergy Investment Group Financial Advisorsince Oct 2009Synergy Investment Group Financial Plannersince Oct 2009
Skills:
Specializing in asset protection and estate and long term care planning
Full Profile

George Kroustalis Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at CAPTRUST
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
CAPTRUST Financial Advisorsince 2009
Full Profile

Ellis Dawsey Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Technical Specialist • Technical Support Specialists • Contractor • Chairperson • Sales Manager • Chief Executive • Operations Manager • Bachelor of Science • Independent Business Owners • Sales Executive

Experience & Education

Work

Company:
Northwestern mutual financial network
Financial representative
Company:
Morgan stanley smith barney - Charlotte, NC
Financial advisor trainee
Full Profile

Ed Burns Charlotte, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Smith Barney Financial Advisor
Full Profile

David Glish Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Operations Manager • Psychology Specialist

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Full Profile

Steve Tsumas Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • School Principal • School Administrator • Educational Manager • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Manager • Operations Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Principal at Increase My Social Security, Financial Advisor at 1st Street Advisors
Title:
Principal at 1st Street Advisors
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Increase My Social Security - Charlotte, NCPrincipalsince Feb 20121st Street Advisors - Charlotte, North Carolina AreaFinancial Advisorsince Nov 2011
Skills:
Six Sigma, Black Belt, ASQ, Retirement Planning, Strategic Financial Planning, Banking, Retirement, ...
Full Profile

Prince Bryant Charlotte, NC

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Business Administrator • Managers • Sales Representative • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Capital traders group
Equities trader
Company:
Morgan stanley - Durham, NC
Financial advisor
Full Profile

Jocelyn Carter Charlotte, NC

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Advocate • Jurist • Legal Counsel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Financial Advisor at BB&T
Title:
Wealth Solutions Advisor
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
BB&T Private Financial Advisorsince Mar 2013BB&T - Gastonia, NCRelationship BankerAug 2005 - Mar 2013
Full Profile

Anna Birkholz Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Senior Manager • Operations Manager • Bachelor of Science • Master of Science • Business Administrator • Team Member • Analysts • Personal Care Aide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Campus Recruiter at Ernst & Young
Location:
Charlotte, North Carolina
Industry:
Accounting
Work history:
Ernst & Young - Charlotte, NCCampus Recruitersince May 2011Ernst & Young Financial ConsultantSep 2008 - May 2011
Skills:
Risk Management
Full Profile

Stephen Kamenski Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Psychologist • Marketing Manager • Psychology Specialist

Experience & Education

Work

Company:
Elevation church
Finance assistant
Company:
Wells fargo advisors - Charlotte, NC
Financial advisor

Skills

Management, Sales, Marketing, Customer Service, Customer Satisfaction, Process Improvement,...
Full Profile

Will Fulbright Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Banc of America Investments
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Banc of America Investments Financial Advisor
Full Profile

Brianne Huxhold Charlotte, NC

Professions & Specialties

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

Experience & Education

Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
AXA Advisors Financial AdvisorMay 2010 - May 2011Cape Fear Tours Sales RepresentativeMay 2010 - Nov 2010
Full Profile

Bill Hunter Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Attorney At Law • Criminal Defense Lawyer • Law Specialist • Lawyers • Defense Attorney • Hunter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Analysts • Operations Manager

Experience & Education

Position:
Attorney at Law at Hunter & Hein, Attorneys at Law, PLLC
Title:
Attorney at Law, Hunter & Hein, PLLC
Location:
Charlotte, North Carolina Area
Industry:
Law Practice
Work history:
Hunter & Hein, Attorneys at Law, PLLC - Charlotte, NCAttorney at Lawsince Oct 2012Wells Fargo Advisors Financial AdvisorSep 2007 - Jan 2010
Full Profile

Nadja Omacini Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Associate in Applied Science • Computational Scientist • Computer Scientists • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Mama ricotta's
Company:
Mama ricotta's - Charlotte, NC
Financial consultant
Full Profile

Jarrid Cable Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Aug 2010
Full Profile

Toumeka Harrow Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Payable • Accounts Payable Specialist • Social Worker • Social Workers • Health Services Administrator • Medical Services Manager • Health Services Manager • Nurse Practitioner • Psychology Specialist • Software Tester • Computer Specialist • Program Director • Chief Executive • Project Managers • Operations Manager • Bachelor of Arts • Psychologist

Experience & Education

Position:
Financial Counselor at Brian Center Health and Rehabilitation
Title:
Management Professional
Location:
Charlotte, North Carolina Area
Industry:
Mental Health Care
Work history:
Brian Center Health and Rehabilitation Financial Counselorsince Feb 2009Brian Center Health and Rehabilitation Social WorkerAug 2008 - Feb 2009
Skills:
Employee Training, Leadership
Full Profile

Kimberley Lindner Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Member • Sales Representative

Experience & Education

Work

Company:
Wells fargo advisors
O liason between clients
Company:
Epic capital wealth management - Charlotte, NC
Assisted financial advisor
Full Profile

Enrique Echave Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Director • Chief Executive Officer • Chairperson • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Management Consultant • Advisor • Management Analyst • Analysts • Information Technology Specialist • IT Specialist • Operations Manager • Founding Member • Recruitment • Commodities Clerk

Experience & Education

Position:
Independent Financial Consultant at Jefferson Wells and ICX Group
Title:
Financial Executive - Strategic, Analytical Problem Solver
Location:
Charlotte, North Carolina Area
Industry:
Information Technology and Services
Work history:
Jefferson Wells and ICX Group Independent Financial Consultantsince 2005E Solutions Corporation Chief Financial Officer2002 - 2004
Full Profile

Dan Grover Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Ronald Blue & Co.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Charlotte, North Carolina AreaSenior Financial Advisorsince Nov 1996E & Y Tax ManagerJan 1991 - Nov 1996
Skills:
Estate Planning, Financial Planning, Investments, Retirement, Charitable Giving, Asset, Retirement...
Certifications:
Certified Public Accountant, American Institute of Certified Public Accountants
Personal Financial Specialist, American Institute of Certified Public Accountants
Full Profile

Bryan C Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial advisor at Smith Barney
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Smith Barney Financial advisor
Full Profile

Jamael Carr Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Location:
Charlotte, North Carolina Area
Industry:
Investment Banking
Work history:
TIAA-CREF Financial Consultant
Full Profile

Claudine Kpaka Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Analyst • Finance and Accounting Specialist • Financial Compliance Examiner • Controller • Account Manager • Accounting Bookkeeper • Bookkeeper • Bachelor of Science

Experience & Education

Position:
Senior Financial Consultant, VP (Vice President)_SAP eLedger Regulatory Reporting at Bank of America
Title:
Vice President (VP); Senior Financial Consultant at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank of America - Charlotte, North Carolina AreaSenior Financial Consultant, VP (Vice President)_SAP eLedger Regulatory Reportingsince Dec 2010Bank of America - Charlotte, North Carolina AreaSenior Financial Analyst, VP (Vice President)_Regulatory ReportingMar 2006 - Dec 2010
Skills:
Auditing, Internal Controls, Banking
Full Profile

Adam Taff Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Program Director • Operations Manager

Experience & Education

Position:
Financial Service Professional at Financial & Insurance Industry
Title:
Financial Advisor
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
Financial & Insurance Industry - Charlotte, NCFinancial Service Professionalsince Apr 2011Stanley Associates / CGI Federal - Washington D.C. Metro AreaProgram ManagerJun 2007 - Apr 2011
Full Profile

Inna Collins Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Analyst • Analysts • Student Worker • Tax Accountant • Logistician

Experience & Education

Position:
Financial Advisor at UBS
Title:
Financial Advisor at UBS Financial Services
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
UBS - Charlotte, NCFinancial Advisorsince Nov 2012Kerburn Rose - New York, New YorkIntern AnalystMar 2012 - Aug 2012
Full Profile

Felicia Sykes Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank
Location:
Charlotte, North Carolina Area
Industry:
Banking
Work history:
Bank Financial Advisor
Full Profile

Lawrence Christ Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Full Profile

Randal Cokeley Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
2013, 2012 & 2011 Five-Star Wealth Manager at Ameriprise Financial, Financial Planner at...
Title:
Financial Advisor, Ameriprise Financial
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Charlotte, North Carolina Area2013, 2012 & 2011 Five-Star Wealth Managersince Jan 2011Ameriprise Financial Financial Plannersince Jul 2000
Full Profile

Anthony Muller Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Tiaa-cref - Charlotte, NC
Financial consultant
Company:
State farm insurance - Myrtle Beach, SC
Full Profile

Ryan Karp Charlotte, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Claims Manager at National Recovery Solutions
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
National Recovery Solutions Senior Claims Managersince May 2010Resurgent Capital Services Financial AdvisorOct 2008 - Jun 2010
Full Profile

Dick Gilles Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at SmithBarney
Location:
Charlotte, North Carolina Area
Industry:
Banking
Full Profile

Marty Sather Charlotte, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
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