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Financial Consultants in Colorado

Financial Consultants in Colorado Springs, CO

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250 results found

James Hanley Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Insurance agent • Agent • Client Service Officer • Sales Agent • Sales Representative • Rural Mail Carrier • Advisor • Postman • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • High School Diploma • Government Administration Professional • Systems Support Specialist • Support Specialists • Community Service Manager

Experience & Education

Position:
Property/Casualty Insurance Agent at USAA
Title:
Insurance Agent
Location:
Colorado Springs, Colorado Area
Industry:
Insurance
Work history:
USAA - Colorado SpringsProperty/Casualty Insurance Agentsince Aug 2012VALIC Financial Advisors - Colorado SpringsFinancial AdvisorJun 2010 - Aug 2012
Full Profile

Bob Gibson Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • Leader • Business Administrator • Managers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Master of Science • Recruitment • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Title:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Edward Jones Investments - Colorado Springs, Colorado AreaFinancial Advisorsince Mar 2011Leadership Pike's Peak Member2010 - 2011
Skills:
Financial Management, Strategic Leadership, Entrepreneurship, Program Management, Leadership,...
Full Profile

Daniel Glanville Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Volunteer • Security • Non-Profit • Advocate • Jurist • Legal Counsel • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at 1st Consumer Financial Solutions, Marketing Director / Financial Counselor...
Title:
Financial Advisor at 1st Consumer Financial Solutions
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
1st Consumer Financial Solutions - Colorado Springs, Colorado AreaFinancial Advisorsince Jul 2013Volunteer at Silent Soldier Ruck March - Colorado Springs, Colorado AreaMarketing Director / Financial Counselor (Volunteer)since Apr 2013
Skills:
Human Resources, Intelligence, Security Clearance, DoD, Intelligence Analysis, Military, Defense,...
Languages:
Russian
Full Profile

Jeffrey Powell Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Recognition • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Analysts • Fraud Specialist • Financial Compliance Examiner • Auditor • Master of Science • Operations Manager • Computer Specialist

Experience & Education

Position:
Registered Securities Representative at USAA
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
USAA Registered Securities Representativesince 2012USAA Bank Originations Counselor2010 - 2012
Skills:
Risk Management, Financial Analysis, Six Sigma, Process Engineering, Financial Reporting, Customer...
Financial Counselor for 8 Million+ strong membersh..
Full Profile

Vern Werre Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • School Principal • School Administrator • Educational Manager • Supervisor • Representative • Advisor • Managers • Agent • Sales Representative • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Position:
Vice President Investments at JP Turner & Co, Vice President, at Allied Financial
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
JP Turner & Co Vice President Investmentssince Jul 2003Allied Financial Vice President,since 2003
Skills:
Tax-aware investment strategies, Investment management, Retirement strategies, Estate conservation, ...
I became a Financial Advisor in 1996
Full Profile

Melissa Keese Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Ent Federal Credit Union
Location:
Colorado Springs, Colorado Area
Industry:
Banking
Work history:
Ent Federal Credit Union Financial Advisor
Full Profile

Jim Gibbons Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Marketing Director • Sales Manager • Sales Director • Chief Executive • Corporate Executive • Marketing Manager • Chef • Food Preparer • Food Preparation Worker • Retail Design Architect • Product Specialist • Professional Athlete • Sports Person • Athletes • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
President/CEO, Marketing Director, Sales Manager, Primary Negotiator, Chef at Gibbons Enterprises
Title:
President/CEO at Gibbons Enterprises
Location:
Colorado Springs, Colorado Area
Industry:
Food & Beverages
Work history:
Gibbons Enterprises - Colorado Springs, Colorado AreaPresident/CEO, Marketing Director, Sales Manager, Primary Negotiator, Chefsince Jan 1993AIG Retirement Services Registered Financial AdvisorSep 2007 - Nov 2008
Full Profile

Sarah Pacheco Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Assistant Vice President • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Speaker • Spokesperson • Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
Edward Jones - Colorado Springs, Colorado AreaFinancial Advisorsince Aug 2011Colorado Capital Bank Assistant Vice President -Senior Credit AnalystMay 2007 - May 2011
Full Profile

Kris Yarlett Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Commander • Bachelors Degree • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Training Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Military
Work history:
Edward Jones Training Financial Advisorsince Apr 2013US Air Force Maintenance Flight CommanderNov 2011 - Apr 2013
Full Profile

Andy Inman Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairman of the Board • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Operations Manager • Service Technician • Maintenance and Repair Worker • Department Store Salesperson • Retail Professional • Retail Salesperson • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Investment Professionals, Inc., Board Chair at Esperanza Education Foundation
Title:
Financial Advisor at Investment Professionals, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Investment Professionals, Inc. Financial Advisorsince Mar 2011Esperanza Education Foundation - Colorado Springs, Colorado AreaBoard Chairsince Mar 2010
Skills:
College Savings Plans, 401k Rollovers, Long Term Care, Investments, Series 7, Pensions, IRA's,...
Full Profile

Jay Worthen Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Logistics Supply Chain Professional • Logistician • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Transamerica Financial Advisors, Inc.
Title:
Financial Advisor, TransAmerica Financial Group, Certified Household Manager
Location:
Colorado Springs, Colorado Area
Industry:
Logistics and Supply Chain
Work history:
Transamerica Financial Advisors, Inc. Financial Advisorsince Jan 2009United States Air Force Unit Deployment ManagerJan 2006 - Dec 2008
Full Profile

Skylar Schofield Colorado Springs, CO

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Representative • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive

Experience & Education

Position:
Financial Advisor with The Rocky Mountain Group at Morgan Stanley Smith Barney
Location:
Colorado Springs, Colorado
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney - Plaza of the Rockies: 121 South Tejon St. Suite 700 Colorado Springs, CO 80903Financial Advisor with The Rocky Mountain Groupsince Nov 2010Wells Fargo Personal and Business BankerJan 2010 - Nov 2010
Skills:
Investments, Strategic Financial Planning, Financial Analysis, Strategic Planning, Investment...
Full Profile

Joshua Waymire Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Management Team Executive • Operations Manager • Financial Manager • Organization Management • Master of Science

Experience & Education

Position:
Certified Divorce Financial Analyst at Colorado Wealth Management of Raymond James, Vice President, ...
Title:
Certified Divorce Financial Analyst at Colorado Wealth Management of Raymond James
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Colorado Wealth Management of Raymond James Certified Divorce Financial Analystsince Jan 2011Colorado Wealth Management of Raymond James Vice President, Investmentssince Nov 2008
Skills:
Mutual Funds, Asset Allocation, Strategic Financial Planning, Wealth Management
..be made to persons in states where the Financial Advisor is not registered
Full Profile

Tom Bogard Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager/ Registered Principal/AAMS© at Raymond James Financial Services, Inc.
Title:
Branch Manager/ Registered Principal at Raymond James & Associates, Inc
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Branch Manager/ Registered Principal/AAMS©since Jul 1987EF Hutton and Company Financial Advisor1982 - 1987
Skills:
Accredited Asset Management Specialist, Investments
Full Profile

Amy Mclay Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Professor • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Lawyers • Psychology Specialist

Experience & Education

Position:
Teacher at Academy School District 20
Location:
Colorado Springs, Colorado Area
Industry:
Education Management
Work history:
Academy School District 20 TeacherD.A. Davidson & Co. Financial ConsultantOct 2009 - Sep 2010
Full Profile

Jennifer Shaiffer Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Educator • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Education Professional • Psychologist • General Education • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Managers • Front Office Receptionist • Operations Manager

Experience & Education

Position:
Adjunct Faculty at College America, Financial Consultant and Educator at Five Rings Financial
Title:
Faculty at College America
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
College America Adjunct Facultysince Jun 2010Five Rings Financial Financial Consultant and Educatorsince May 2010
Full Profile

Edward Frelly Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Manager • Supporting Member • Managers • Team Member • Director • Senior Manager • Operations Manager • Region Manager • Sales Manager

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Program Development
Full Profile

Niki Hankins Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Bookkeeper • Software Developers

Experience & Education

Position:
Financial Advisor at Transamerica
Location:
Colorado Springs, Colorado Area
Industry:
Education Management
Work history:
Transamerica Financial Advisorsince Jan 2012FrontRange Solutions Accounts ReceivableNov 2010 - Feb 2013
Full Profile

Eugene Mccallister Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Military
Full Profile

Jeffrey Markewich Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:
Wealth Manager at Spire Investment Partners
Title:
Wealth Manager
Location:
Colorado Springs, Colorado
Industry:
Investment Management
Work history:
Spire Investment Partners - Colorado Springs, Colorado AreaWealth Managersince May 2012Markewich Financial - Las Vegas, NV / Colorado Springs, COFinancial AdvisorDec 1995 - Apr 2012
Skills:
Wealth Management, Retirement Planning, Estate Planning, Multi-generational wealth transfer, Risk...
Full Profile

Jeff Markewich Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Owner - Financial Advisor at Markewich Financial Group
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Markewich Financial Group Owner - Financial Advisorsince Dec 1995Hartford Life Advanced Planning ConsultantFeb 2005 - Feb 2007
Skills:
Jeff posesses advanced knowlege of retirement / estate / business planning and all areas of...
Full Profile

Jun Harada Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Associate Professor • Lecturer • Postsecondary Teacher • Higher Education Professional • School Administrator • Educational Manager • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Real Estate Sales Agent • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Prudential Financial, Worship Leader at The Gate, a ministry of Mountain View...
Title:
Financial Advisor at Prudential Financial
Location:
Colorado Springs, Colorado Area
Industry:
Higher Education
Work history:
Prudential Financial - ColoradoFinancial Advisorsince May 2013The Gate, a ministry of Mountain View Presbyterian Church Worship Leadersince Feb 2009
Languages:
Japanese
Full Profile

Debbie Duckery Colorado Springs, CO

Professions & Specialties

Mortgage Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Hair Stylist • Hairdresser • Entrepreneur • Security • Advisor • Managers

Experience & Education

Position:
Owner /Entrepreneur /Hair Stylist at Shear Perfections Beauty Supply & Salon
Title:
Owner /Stylist at Shear Perfections Beauty Supply & Salon
Location:
Colorado Springs, Colorado Area
Industry:
Consumer Services
Work history:
Shear Perfections Beauty Supply & Salon Owner /Entrepreneur /Hair Stylistsince Oct 2007HSBC Mortgage Loan Officer1991 - 2007
Skills:
Hair Cutting, Hair Extensions, Hair Care, Hair Color, braids, Wigs,, Weaves, Beauty, Supplies,...
..community as an excellent resource and financial advisor
Full Profile

Jeremy Facknitz Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Owner • Partner • Manager • Chief Executive • Booking Agent • Soloist • Vocalist • Singer • Talent Agent • Recruitment

Experience & Education

Position:
Operations Manager at Ameriprise Financial Services Inc., Owner at Jeremysongs Inc.
Title:
Ameriprise Financial Services
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services Inc. - Colorado Springs, COOperations Managersince Sep 2009Jeremysongs Inc. Ownersince Sep 2003
..to ace the series 7 exam and become a financial advisor and partner in the firm by sprin..
Full Profile

Jim Godfrey Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Manager • Program Director • Operations Manager • Security • Project Manager • Vice President • Financial Officer • Financial Manager • Chief Executive • Project Managers • Market Analyst • Market Research Analyst • Bachelor of Science • Information Technology Specialist • Computer Software Professional • Data Entry Specialist • Data Scientist • IT Specialist • Software Developers • Athletes

Experience & Education

Position:
Senior Financial Consultant at Science Applications International Corp (SAIC)
Location:
Colorado Springs, Colorado Area
Industry:
Management Consulting
Work history:
Science Applications International Corp (SAIC) Senior Financial Consultantsince Jul 2010J Godfrey Consulting Consultant/Program ManagerNov 2009 - Jun 2011
Full Profile

Aaron Thurston Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Account Service Manager • Client Service Officer • Supporting Member • Team Member • Customer Service

Experience & Education

Position:
Account Executive/Recruiter at Peak P3 Human Capital Management
Title:
Financial Services Recruiter at Peak P3 Human Capital Management
Location:
Colorado Springs, Colorado Area
Industry:
Human Resources
Work history:
Peak P3 Human Capital Management - Colorado Springs, Colorado AreaAccount Executive/Recruitersince Mar 2013Ameriprise Financial Associate Financial AdvisorMar 2009 - Mar 2013
Skills:
Investments, Insurance, Alternative Investments, Mutual Funds, Stocks, Fixed Income, Series 7,...
Full Profile

Chris Poulos Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Merrill Lynch - Colorado Springs, Colorado AreaFinancial Advisorsince Jan 2012Toatsmasters International Club 1563822 - Colorado Springs, Colorado AreaPresidentOct 2010 - Aug 2012
Skills:
Investments, Public Speaking, Risk Management, Mentoring, Insurance, Financial Planning, Wealth...
Full Profile

Jack Seaton Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Owner at Jack Ryan & Associaties, Inc., Financial Advisor at Jack Ryan & Associates, Inc.
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Jack Ryan & Associaties, Inc. Ownersince Jul 1998Jack Ryan & Associates, Inc. Financial Advisorsince Jul 1998
Full Profile

Maile Foster Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Strategic Financial Partners
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Strategic Financial Partners Financial Plannersince Aug 2005McAlpin Foster Group, American Express Financial Advisors and Prudential Financial Financial Planner and Management ConsultantFeb 1994 - Aug 2005
Skills:
Estate planning, business continuation, retirement income strategies, investment advisory services, ...
..consulting practice to that of a financial advisor over fifteen years ago
Full Profile

Ryan Harris Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Installer • Clerk • Clerical Specialist • Installation Expert • Service Technician • Maintenance and Repair Worker • Technical Writer • Associate of Arts • Bachelor of Arts • Technical Communicator • Author

Experience & Education

Work

Company:
United states army reserve
Non-commissioned officer
Company:
The woodward financial group
Financial advisor
Full Profile

Greg Acuff Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Consultant • Management Analyst • Analysts • IT Specialist

Experience & Education

Position:
Financial Advisor at Primerica Financial Services
Location:
Colorado Springs, Colorado Area
Industry:
Defense & Space
Work history:
Primerica Financial Services Financial Advisorsince Jan 2008Gregory M. Acuff & Associates Management ConsultantJul 1996 - Jun 2002
Skills:
Designing, developing, documenting and implementing Earned Value Management Systems for Government...
Full Profile

Mark Willems Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Field Engineer • High School Diploma • Motor Transportation Operator • Motor Vehicle Operator

Experience & Education

Work

Company:
Secure futures financial
Financial consultant
Company:
Rampart supply - Colorado Springs, CO
Counter sales
Full Profile

Kelly Aasen Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Brand Planner • Brand Representative • Construction • Leader • Managers • Computer Software Professional • Software Developers • Manager • Marketing Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Sales and Financial Consultant at SanTree Promotions, LLC
Title:
Sales Consultant at SanTree Promotions, LLC
Location:
Colorado Springs, Colorado Area
Industry:
Computer Software
Work history:
SanTree Promotions, LLC - Colorado Springs, Colorado AreaSales and Financial Consultantsince Jan 2013Infor Global Solutions - Colorado Springs, CO 80916Channel Manager/Direct SalesFeb 2010 - Jan 2013
Full Profile

Trevor Kenoyer Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate of Arts • Wireless Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Support Worker

Experience & Education

Work

Company:
Kenoyer & associates
Financial consultant
Company:
Us navy
Itssa
Full Profile

Elizabeth Phelps Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Peak view behavioral health - Colorado Springs, CO
Financial counselor
Company:
Pike's peak regional hospital - Woodland Park, CO
Scheduler
Full Profile

Dan Lykins Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Flight Instructor • Pilot • Air Transportation Worker • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Instructor of Biology at University of Colorado at Colorado Springs
Title:
Biology Instructor at UCCS
Location:
Colorado Springs, Colorado Area
Industry:
Higher Education
Work history:
University of Colorado at Colorado Springs - Osborn Center for Science and Engineering, B-411Instructor of Biologysince Aug 2012Strategic Financial Partners - Colorado Springs, Colorado AreaFinancial AdvisorOct 2011 - Sep 2012
Skills:
Instructional Design, Classroom Instruction, Mentoring, Policy Design, Regulatory Compliance,...
Full Profile

Craig Ketcham Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Danny Moore Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Peoples National bank
Location:
Colorado Springs, Colorado Area
Industry:
Banking
Work history:
Peoples National bank Financial Advisor
Full Profile

Ryan Farrell Colorado Springs, CO

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Sales Person • Sales Account Associate • Sales Representative • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Scottrade
Stockbroker
Company:
Edward jones investments - Colorado Springs, CO
Financial advisor
Full Profile

Michael Torreano Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CLU, ChFC at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisor, CLU, ChFCsince 1979Northwestern Mutual Managing Director1995 - Dec 2009
Full Profile

Michael Sinko Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Operations Manager • Customer Service

Experience & Education

Work

Company:
Vantage sourcing - Taylor, AL
Business support representative
Company:
Flowers hospital - Dothan, AL
Financial counselor
Full Profile

Ed Bilot Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Director • Chief Executive • Operations Manager • Counselor • Advisor

Experience & Education

Position:
Consultant at CS Financial Services
Title:
President at CS Financial Services
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
CS Financial Services Consultantsince Jun 1999American Overland Expeditions DirectorFeb 1991 - Jun 2001
Full Profile

Nathan Markham Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Buffett Taylor and Associates - a division of Groupworks Financial Corp.
Location:
Colorado Springs, Colorado Area
Industry:
Insurance
Work history:
Buffett Taylor and Associates - a division of Groupworks Financial Corp. Financial Advisor
Full Profile

Helene Anhalt Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Retired
Location:
Colorado Springs, Colorado Area
Industry:
Investment Management
Work history:
Addison Avenue Investment Services RetiredOct 2010 - Mar 2011Retired Financial AdvisorOct 2010 - Mar 2011
Full Profile

Dustin Fier Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at USAA
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
USAA Financial Advisorsince Jul 2010Northwestern Mutual - Greater Minneapolis-St. Paul AreaFinancial RepresentativeApr 2007 - Jun 2010
Skills:
AAMS, CRPC
Full Profile

Benjamin Matthews Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analysts • Membership Advisor • Advisor • Operations Manager

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
The limited
Financial analyst
Full Profile

Sonia Lance Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Buyer and Seller • Sales Representative • Operations Manager

Experience & Education

Work

Company:
Ncn financial
Financial advisor assistant
Company:
Synovus financial
Deposit operations group lead
Full Profile

Karl Schwinck Colorado Springs, CO

Professions & Specialties

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

Experience & Education

Position:
Vice President-Senior Financial Advisor at WELLS FARGO ADVISORS, LLC
Title:
First Vice President-Senior Financial Advisor at Wells Fargo Advisors, LLC
Location:
Colorado Springs, Colorado
Industry:
Financial Services
Work history:
WELLS FARGO ADVISORS, LLC Vice President-Senior Financial Advisorsince Sep 1999Key Investment Services Financial ConsultantSep 1997 - Sep 1999
Full Profile

Johnny Gonzales Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Personal
Personal financial advisor
Company:
Starrworks enterprise - Colorado Springs, CO
Worker
Full Profile

Todd Metzger Colorado Springs, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Investments at Raymond James
Location:
Colorado Springs, Colorado Area
Industry:
Investment Banking
Work history:
Raymond James - Colorado Springs, COVice President, Investmentssince Nov 2012Sanders Morris Harris Financial AdvisorSep 2009 - Nov 2012
Full Profile


Financial Consultants near Colorado Springs, CO0255075100125EnglewoodLittletonPuebloCastle RockParkerFountainPalmer LakeElizabethDivideWoodland Park