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Financial Consultants in Maryland

Financial Consultants in Columbia, MD

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63 results found

David Donnelly Columbia, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor and Associate Vice Presidentsince Aug 2000The Great Atlantic and Pacific Tea Company Inc. Manager1994 - 1999
Skills:
Asset Allocation, Retirement, Retirement Income Strategies, Financial Planning, Investments, Asset...
Full Profile

Karl Campbell Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Sales Representative • Sales Agent • Vice President • Chief Executive • Operations Manager • Graphic Designer

Experience & Education

Position:
Financial Advisor at Amerprise Financial
Title:
Financial Advisor, Amerprise Financial Services, Inc.
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Amerprise Financial Financial Advisorsince Jul 2001PHH Arval Sales RepresentativeJul 1999 - Jul 2001
Full Profile

Anthony Klatko Columbia, MD

Professions & Specialties

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

Experience & Education

Work

Company:
Epic systems corporation - Madison, WI
Financial analyst
Company:
Waddell & reed - Austin, TX
Financial advisor

Skills

Excel/MS Office, Proprietary trading software (Bloomberg, Tradestation, MB Trading)
Full Profile

Omar Jennings Columbia, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at AXA Advisors
Title:
Financial Professional
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
AXA Advisors - Columbia, MDFinancial Advisorsince Feb 2010
Skills:
Wealth Management, Financial Protection Stratagies, Financial Planning for Individuals and...
Certifications:
Series 7, Series 66, FINRA
Life Insurance and Health Insurance License, Maryland Insurance Administration
Full Profile

Eric Pfoutz Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Survey Researcher • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Edward Jones - Columbia, MarylandFinancial Advisorsince Jun 2012Wicomico County Board of Education Science TeacherAug 2010 - Jun 2012
Full Profile

L. Samaniego Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Intelligence Professional • Security • Leader • Business Consultant • Advisor • Managers • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Staffing Specialist at LM Data Systems
Title:
Experienced Administrator
Location:
Columbia, Maryland
Industry:
Information Technology and Services
Work history:
LM Data Systems - Baltimore, MarylandStaffing Specialistsince Jan 2008Financial Services Organization Financial AdvisorMar 2004 - Oct 2007
Full Profile

Jumana Kaka Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Coordinator • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Student Worker • Psychology Specialist

Experience & Education

Position:
Program Coordinator at Johns Hopkins Community Physicians
Location:
Columbia, Maryland
Industry:
Hospital & Health Care
Work history:
Johns Hopkins Community Physicians - Howard County General HospitalProgram Coordinatorsince Feb 2012Johns Hopkins Medicine International Senior Financial CounselorFeb 2008 - Feb 2012
Full Profile

Vinya Chinnaswamy Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Business Intelligence Professional • Advisor • Team Member • Business Consultant • Process Engineer • Industrial Engineer • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Biotechnology Professional • Biologist • Biological Scientist • Data Analyst • Data Entry Specialist • Data Scientist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Business Development Consultant
Location:
Columbia, Maryland
Industry:
Biotechnology
Work history:
Aditya Horologicals - Bengaluru Area, IndiaProcess Manager & Financial ConsultantNov 2007 - Sep 2010Strand Life Sciences - Bengaluru Area, IndiaAssociate Business OperationsApr 2008 - Apr 2010
Full Profile

Richard Gaige Columbia, MD

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Manager • Chief Executive • Operations Manager • Financial Manager • Advisor • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Vice President - Wealth Management at Morgan Stanley Wealth Management
Title:
Vice President, Morgan Stanley Wealth Management
Location:
Columbia, Maryland
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management Vice President - Wealth Managementsince Dec 2008Merrill Lynch Senior Financial AdvisorJan 2002 - Dec 2008
Full Profile

Elizabeth Palulis Columbia, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Jul 2009Morgan Stanley Smith Barney - Columbia, MDFinancial AdvisorJun 2006 - Jun 2009
Full Profile

David Baker Columbia, MD

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at AXA Advisors
Location:
Columbia, Maryland
Industry:
Financial Services
Skills:
Strategic Financial Planning, Retirement Planning, Wealth Management, Insurance, Microsoft Excel,...
Full Profile

Victoria Richardson Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Deputy Director • Deputy Manager • Chief Executive • Account Manager

Experience & Education

Work

Company:
Independent consultant
Senior financial consultant
Company:
Unitedhealthcare - Columbia, MD
Associate director of accounting
Full Profile

Chad Baker Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Vice President, Marketing at FLAVORx, Inc.
Title:
Vice President - Marketing at FLAVORx
Location:
Columbia, Maryland
Industry:
Pharmaceuticals
Work history:
FLAVORx, Inc. Vice President, Marketingsince Sep 2002Morgan Stanley Financial AdvisorAug 1997 - Jul 1999
Skills:
Strategic Planning, Medical Devices, Pharmacy, Marketing Strategy, Pharmaceutical Sales, Marketing, ...
Full Profile

Jumana Kaka Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Customer Service • Client Service Officer • Student Worker

Experience & Education

Work

Company:
Johns hopkins medicine international
Senior financial counselor
Company:
Kernan hospital - Baltimore, MD
Health administration intern

Skills

COMPUTER AND LANGUAGE SKILLS * Languages: Fluent in spoken Gujarati; Proficient in spoken Urdu and...
Full Profile

Jennifer Kutchey Columbia, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CFP® at Lowe Financial Services
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER ™
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Lowe Financial Services - Columbia, MarylandFinancial Advisor, CFP®since Jan 2012Morgan Stanley Smith Barney - Westminster, MarylandFinancial AdvisorMay 2008 - Jan 2012
Full Profile

Joseph Boddiford Columbia, MD

Professions & Specialties

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

Experience & Education

Position:
Vice President / Branch Manager / Financial Advisor at Morgan Stanley Smith Barney
Title:
Vice President / Branch Manager
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Columbia, MarylandVice President / Branch Manager / Financial Advisorsince Jun 1995
Full Profile

Micheal Stupar Columbia, MD

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Area Manager • Managers • District Manager • Region Manager

Experience & Education

Work

Company:
Merrill edge
Financial solutions advisor
Company:
Wachovia / wells fargo - Miramar Beach, FL
Financial advisor / private banker / district manager
Full Profile

Primus Cokley Columbia, MD

Professions & Specialties

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

Experience & Education

Work

Company:
M&t bank and m&t investment banking group
Branch manager and registered representative of m&t securities
Company:
Ameriprise financial - Owings Mills, MD
Financial advisor training program
Full Profile

Timothy Daley Columbia, MD

Professions & Specialties

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

Experience & Education

Work

Company:
Mutual of omaha
Financial advisor
Company:
Science applications international corporation (saic)
Branch manager
Full Profile

Diane Brennan Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Vice President • Operations Manager • Chief Executive • Counselor • Advisor

Experience & Education

Work

Company:
Metlife / axa advisors / paine webber
Financial advisor / advanced markets consultant
Company:
National council on compensation insurance - Boca Raton, FL
Vice president, reinsurance pool operations
Full Profile

Andrea Mitsos Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Operations Manager • Human Resources Specialist • Recruitment • Office Clerk • Clerical Specialist • Retail Sales Manager

Experience & Education

Work

Company:
Ascend one - Columbia, MD
Certified personal financial counselor (cpfc)
Company:
Brick bodies - Perry Hall, MD
Sales manager/full-time sales
Full Profile

Emmanuel Beckley Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Sales Manager • Sales Executive

Experience & Education

Work

Company:
M&t bank
Assistant branch manager
Company:
Pnc bank
Financial consultant
Full Profile

Stephen Mersinger Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Solutions Advisor • Advisor

Experience & Education

Work

Company:
Merrill lynch
Vp, financial solutions advisor
Company:
Merrill lynch - Baltimore, MD
Financial advisor
Full Profile

Reginald Strand Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director

Experience & Education

Work

Company:
Transamerica
Sales manager/ financial consultant
Company:
Lutcf
Life underwriting training council fellow
Full Profile

Greg Brouillette Columbia, MD

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • Marketing Manager • Relationship Manager • Client Service Officer • Account Service Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Business Unit Manager • Business Administration Specialist • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Managers

Experience & Education

Position:
Vice President, Business & Professional Banking at M&T Bank
Title:
Vice President, Business & Professional Banking Relationship Manager at M&T Bank
Location:
Columbia, Maryland
Industry:
Banking
Work history:
M&T Bank - Baltimore, Maryland AreaVice President, Business & Professional Bankingsince Dec 2011M&T Bank Assistant Vice President, Senior Branch ManagerJun 2010 - Dec 2011
Skills:
Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Sales Management,...
partnering with my Business Banker and Financial Consultant and by focusing on business d..
Full Profile

Rob Carpenter Columbia, MD

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chief Executive Officer • Chairperson • Region Manager • Corporate Executive • Chief Executive • Area Manager • Managers • Operations Manager • Financial Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO & President at Baltimore Washington Financial Advisors
Title:
CEO & President Baltimore-Washington Financial Advisors
Location:
Columbia, Maryland
Industry:
Investment Management
Work history:
Baltimore Washington Financial Advisors - Columbia MarylandCEO & Presidentsince Jun 2012Ameriprise Financial - Mid AtlanticRegional DirectorJan 2011 - Jun 2012
Skills:
Series 63, Series 7, Wealth Management, Portfolio Management, Investments, Financial Advisory,...
Financial Consultant at Merrill Lynch
Full Profile

Brian Gaister Columbia, MD

Professions & Specialties

Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Advisor • Management Analyst • Investor • Analysts • Certified Nurse Aide • Nurse • Nurse Practitioner • Bachelors Degree • Instructor • Pedagogue • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Certified Private Wealth Advisor at Merrill Lynch-Halsey-Gaister-Collins Group,...
Title:
The Halsey Gaister Collins Group at Merrill Lynch
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
Merrill Lynch-Halsey-Gaister-Collins Group - Columbia, MarylandVice President and Certified Private Wealth Advisorsince Sep 2010Academy of Finance - Howard County, MarylandAdvisory Board Membersince Oct 2007
Skills:
Series 7, Entrepreneurship, Investments, Financial Services, Financial Advisory, Management,...
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Certified Private Wealth Advisor, Investment Management Consultants Association
Financial Advisor at Morgan Stanley
Full Profile

Rhoda Toback Columbia, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Visionary Entrepreneur • Counselor • Organization Management • Advisor • Partner • Chief Executive • Operations Manager • Enterpreneur • Butler • Personal Care Aide • Business Development Manager • Project Managers • Founding Member • Corporate Executive • Doctor of Medicine • Psychologist • Wellness and Fitness • Psychology Specialist

Experience & Education

Position:
Burbs Blotter: A Water Blog @ http://lnkd.in/NJ-DXp at The Columbia Patch, Business Development...
Title:
Visionary Entrepreneur & Blogger: Burbs Blotter: A water blog on wee flow to overflow
Location:
Columbia, Maryland
Industry:
Nonprofit Organization Management
Work history:
The Columbia Patch Burbs Blotter: A Water Blog @ http://lnkd.in/NJ-DXpsince Aug 2013TOBACKOROAD Business Development Consultantsince Jan 1992
Current role of financial advisor
Full Profile

Tony Kosack Columbia, MD

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Product Specialist • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Councilor • Counselor Education Professor • Educational Counselor • Sports Trainer • Sports Trainers • Marketing Manager • Guide • Team Member • Training Manager • Managers • Tour Guide • Account Manager • Chief Revenue Officer • Chief Learning Officer • Chief Information Officer • Technology Director • Vice President • Chairperson • Director • Chief Executive • Financial Officer • Financial Manager • Founding Member • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Technology Manager • Technical Managers • Doctor of Medicine • Master of Science

Experience & Education

Position:
Product Specialist | Registered Representative | Investment Advisor Representative at H. Beck, Inc.
Title:
Counselor To Financial Advisors | Futures Trader
Location:
Columbia, Maryland
Industry:
Financial Services
Work history:
H. Beck, Inc. - Bethesda, MDProduct Specialist | Registered Representative | Investment Advisor Representativesince Mar 2013Online Trading Academy - Washington, DC/Baltimore Metro AreaEducation Counselor | Trading CoachSep 2012 - Mar 2013
Skills:
Global Tactical Asset Allocation, Risk Management, Investment Management, Portfolio Management,...
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Series 31 License, The Financial Industry Regulatory Authority (FINRA) & The National Futures Association (NFA)
Financial Advisor at Merrill Lynch
Full Profile

Prince Mensah Columbia, MD

Professions & Specialties

Interpreter • Translator • Poet • Editor • Linguist • Associate Editor • Language Specialist • Bilingual Communications Specialist • Author • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor • Movie Producer • Film and Video Producer • Art Producer • Media Producer • Chief Executive Officer • Partner • Director • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
CEO at KP Language Exchange, Freelance Linguist at West African Languages (Twi, Fante, Ga, Hausa...
Title:
Interpreter/Translator, International Business Developer, Writer/Poet/Editor, Film/Music Producer
Location:
Columbia, Maryland
Industry:
Writing and Editing
Work history:
KP Language Exchange CEOsince Jan 2008West African Languages (Twi, Fante, Ga, Hausa and Pidgin English) - Maryland, New Jersey, New York, Virginia and GhanaFreelance Linguistsince Mar 1999
Languages:
English, Twi, Fanti, Hausa, Ga, Creoles and pidgins, English-based
Certifications:
Certified Consultant and Trainer in Workplace Mediation, Mediation Training Institute
HIV/AIDS Treatment Advocacy, African-American HIV University
Financial Advisor at Thrivent Financial for Luther..
Full Profile

Winston George Columbia, MD

Professions & Specialties

Accountant • Computer Software Professional • Software Developers • Cleaner • Supervisor • Cleaners • Managers • Drivers • Cashier

Experience & Education

Work

Company:
Sunshine supermarket; 2010-2012 - Monrovia
Head cashier - stock/inventory supervisor
Company:
Right to play international - Monrovia
Finance assistant-project accoutant

Skills

Software proficiencies: QuickBooks, AccPac (little knowledge), Microsoft Window, Microsoft Word,...
Full Profile

Michael Tayman Columbia, MD

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Analyst • Supporting Member • Analysts • Team Member • Manager • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Research financial strategies
Analyst/portfolio manager/associate
Company:
Cuso financial
Registered rep/operations/associate

Skills

Investments, Financial Analysis, Market Research/Analysis, Portfolio Management, Risk Management,...
Full Profile

Joseph Locks Columbia, MD

Professions & Specialties

Counselor • Advisor • Chief Executive Officer • Chief Information Officer • Corporate Executive • Chief Executive • Technology Director • Technology Manager • Technical Managers • Mathematician

Experience & Education

Work

Company:
Kennedy krieger institute
Clinical informatics consultant at the international center for spinal cord injury
Company:
Assisted living information systems (alis) - Columbia, MD
Chief executive officer/chief information officer
Full Profile

Nancy Keffer Columbia, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Compliance Officer • Office Clerk • Clerical Specialist • HR Manager • Operations Manager • Employee Relations Manager • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Work

Company:
Gmc - Clarksville, MD
Customer care associate/business development & internet sales specialist, win kelly chevrolet...
Company:
Morgan stanley private wealth management - Bethesda, MD
Registered associate
Full Profile

Katherine Urie Columbia, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Camp Counselor • Advisor • Substitute Teacher • Educator • Education Professional • Instructor • Analysts • Teaching Assistant • Computer Programmer • Computational Scientist • Computer Scientists • Bachelor of Science

Experience & Education

Work

Company:
Y of central maryland
Y summer camp counselor
Company:
Bethel christian academy - Laurel, MD
Substitute teacher
Full Profile

Diane Miller Columbia, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Childcare Worker • Childcare Workers • Nurse • Nurse Practitioner • Patient Navigation Coordinator • Druggist • Pharmacist • Patient Support Representative • Healthcare Support • Manager • Operations Manager • Biller

Experience & Education

Work

Company:
Esther oh, m.d
Child care provider
Company:
Julie pedroso - Baltimore, MD
Rn
Full Profile

Joseph Hall Columbia, MD

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Analyst • Analysts • Branch Manager • Field Marketing Specialist • Marketing Administrator • Manager • Marketing Manager • Operations Manager • High School Diploma

Experience & Education

Work

Company:
Ascend one - Columbia, MD
Debt resolution specialist
Company:
Tsl marketing - Columbia, MD
Business technology specialist
Full Profile

Aisha Carr Columbia, MD

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Financial Manager • Buyer and Seller • Partner • Chief Executive • Property Manager • Real Estate Manager • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Listing Agent, Consulting, Mortgage Planning
Work:
Keller Williams
6230 Old Dobbin Lane, Suite 150, Columbia, MD 21045
Experience:
12 years years
Financial Advisor
Full Profile

Larry Arobo Columbia, MD

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Mortgage Specialist • Loan Officers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Chief Executive • Nurse • Nurse Practitioner

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Quest, Realty Brokerage
6325 Woodside Court, Ste 240, Columbia, MD 21046
As a financial advisor
Full Profile

Chauncey Lynch Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Vice President • Financial Officer • Financial Manager • Chief Executive • Leader • Recognition • Counselor • Managers • Advisor • Operations Manager • IT Specialist

Experience & Education

Position:
Sr. Business Finance Leader at Honeywell Aerospace -HTSI
Title:
Director of Finance
Location:
Washington D.C. Metro Area
Industry:
Defense & Space
Work history:
Honeywell Aerospace -HTSI - Columbia, MDSr. Business Finance Leadersince Feb 2011DynCorp International - Falls Church, VADirector of FinanceJul 2009 - Feb 2011
Act as the Lead financial Advisor to the Logistics Vice President
Full Profile

Paul Caci Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Recognition • Counselor • Analysts • Advisor • Programmer Analyst • Information Systems Analyst • IT Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Finacial Analyst at PharmaNet/i3
Title:
Finacial Analyst at inVentiv Health
Location:
Baltimore, Maryland Area
Industry:
Pharmaceuticals
Work history:
PharmaNet/i3 - Columbia.MDFinacial Analystsince May 2011OptumHealth - Columbia, MDFinacial ConsultantAug 2008 - May 2011
Full Profile

Corey Levitt Baltimore, MD

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
M&t bank
Financial consultant
Company:
M&t bank - Baltimore, MD
Licensed banker iii
Full Profile

Jason Smiles Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Communications Officer • Chief Executive • Bachelor of Science • Master of Science • Computer Systems Administrator • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Sourcing Manager at TD Ameritrade
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
TD Ameritrade - Columbia, mdSourcing Managersince Mar 2008Morgan Stanley - Hunt Valley, MDFinancial Advisor2006 - 2008
Full Profile

James Weslow Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Security

Experience & Education

Position:
Financial Advisor at Plant, Solomon, Weslow & Associates, A financial advisory practice of...
Title:
at Plant, Solomon, Weslow & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Plant, Solomon, Weslow & Associates, A financial advisory practice of Ameriprise Financial Services - Columbia, MDFinancial Advisorsince Dec 2008Osman, Weslow and Associates Sr. Financial Advisor1994 - Jan 2009
Full Profile

Andrea Hagans Washington, DC

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Financial Management Analyst • Philanthrope • Supporting Member • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Chief Executive • Marketing Manager • Market Analyst • Market Research Analyst • Sales Representative

Experience & Education

Title:
Experienced Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Merrill Lynch - Columbia, MDFinancial Advisor, PMD ProgramSep 2011 - Feb 2012Capital Guardian Trust Company Client Relations AssociateJul 1999 - Mar 2009
Skills:
Portfolio Reporting, Relationship Management, Business Development, Series 7, Series 66
Full Profile

Jordan Blaker Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Associate at Shapiro Financial Advisors, LLC
Title:
Investment Advisor Representative
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Shapiro Financial Advisors, LLC - 8 Reservoir Circle, Suite 200, Baltimore, MD 21208Registered Associatesince Dec 2011AXA Advisors - Columbia, MDFinancial AdvisorJun 2010 - Dec 2011
Full Profile

Daniel Brown Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Iso-Ahola & Brown, a financial advisory practice of Ameriprise Financial...
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Iso-Ahola & Brown, a financial advisory practice of Ameriprise Financial Services, Inc. - Columbia, MDFinancial Advisorsince Mar 2008
Full Profile

Kathy Mccarl Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Security • Team Member • Market Analyst • Market Research Analyst • Customer Service

Experience & Education

Position:
CTS Account Associate at Wells Fargo
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Wells Fargo - Columbia, MDCTS Account Associatesince Nov 2012Tripp Financial Consultants - Rockville, MDAssociateJun 2007 - Jul 2012
Assisted the financial advisor in making investment recommendat..
Full Profile

Ethan Silverman Wildwood, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Director • Operations Manager

Experience & Education

Work

Company:
Morgan stanley wealth management - St. Louis, MO
Participant in the morgan stanley financial advisor associate
Company:
Prep baseball report - St. Louis, MO
Licensee/director of sales and marketing

Skills

Series 7 Licensed
Full Profile

Cory West Baltimore, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Project Managers • Surgeon • Psychologist • Surgical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Biotechnology Professional • Biologist • Biological Scientist • Project Manager • Author • Bachelors Degree • Associate of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Psychology Specialist

Experience & Education

Position:
Product Manager at ACell, Inc.
Location:
Baltimore, Maryland Area
Industry:
Medical Devices
Work history:
ACell, Inc. - Columbia, MDProduct Managersince Jul 2013Misonix Group Product Manager - Wound CareOct 2012 - Jul 2013
Skills:
Sales, Marketing, Strategic Planning, Account Management, Team-oriented, Medical Devices, Wound...
Financial Advisor at Morgan Stanley
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Financial Consultants near Columbia, MD06901,3802,0702,7603,450Washington