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Financial Consultants in Kentucky

Financial Consultants in Covington, KY

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39 results found

Sarah Weir Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Jones lang & lasalle
Senior financial analyst, procter & gamble account
Company:
Humana - Louisville, KY
Financial consultant
Full Profile

Mark Talley Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Fifth third bancorp - Cincinnati, OH
Vp- investment advisor
Company:
Jp morgan chase - Cincinnati, OH
Vp- financial advisor
Full Profile

Sarah Howard Covington, KY

Professions & Specialties

Loan Specialist • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Broadsword advantage, carrolton
Federal loan specialist
Company:
Nationwide debt direct - Frisco, TX
Financial consultant
Full Profile

Fritz Dlabik Covington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Ft Mitchell, Kentucky
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Crestview Hills, KentuckyFinancial Advisorsince Dec 2011Ameriprise Financial Services, Inc. ParaplannerJun 2011 - Dec 2011
Full Profile

Dallas Seagraves Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Manager • Operations Manager • Instructor • Pedagogue • Area Manager • Managers • Region Manager

Experience & Education

Work

Company:
Seagraves and associates - Lexington, KY
Financial advisor/manager
Company:
West jessamine middle school - Nicholasville, KY
Percussion instructor

Skills

Consultative Sales Leadership, Business to Business (B2B) Sales Leadership, Client Relationship...
Full Profile

Nate Salyers Covington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Registered Representative at Legacy Financial Advisors
Title:
Director of Retirement Plan Services at Legacy Financial Advisors, Inc.
Location:
Covington, Kentucky
Industry:
Financial Services
Work history:
Legacy Financial Advisors Financial Advisor, Registered Representativesince Jan 2006
Full Profile

Mark Mechley Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Sales Representative • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Hammond day investment group, inc
Registered account administrator
Company:
Axa advisors, llc - Cincinnati, OH
Financial consultant
Full Profile

Brad Howard Covington, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Hilliard Lyons
Location:
Ft Mitchell, Kentucky
Industry:
Financial Services
Work history:
Hilliard Lyons Financial ConsultantMerrill Lynch Financial AdvisorJan 2004 - Aug 2011
Full Profile

Stacey Oetzel Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Fidelity investments
Financial representative
Company:
Ubs financial services - Cincinnati, OH
Financial advisor intern

Skills

Series 7 & 63 licenses
Full Profile

Robert Wiebe Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Representative • Master of Business Administration • Vice President • Chief Executive

Experience & Education

Work

Company:
Adt security
Sales representative
Company:
Wells fargo advisors
Financial advisor
Full Profile

Erin Dougherty Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Work

Company:
Transplant services
Financial coordinator
Company:
Business office
Financial counselor
Full Profile

Bonnie Gosney Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Dell corp - Cincinnati, OH
Sr. customer service rep. /financial counselor
Company:
Children's hospital medical center - Cincinnati, OH
Financial services representative
Full Profile

Robert Wiebe Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Chief Executive

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Western & southern financial group - Crestview Hills, KY
Sales agent
Full Profile

Donna Damon Covington, KY

Professions & Specialties

Event Planner • Legal Secretary • Lawyers • Event Manager

Experience & Education

Work

Company:
Villa madonna academy
Event coordinator - advancement office
Company:
Damon law office - Cincinnati, OH
Legal secretary
Full Profile

Andrea Donohoo Covington, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Hostess • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Customer Service • Office Clerk • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Skyline
Server
Company:
Licking pike inc - Wilder, KY
Hostess and customer service representative

Skills

currently certifying in Microsoft office, includes word, excel, powerpoint, amd outlook
Full Profile

Anna Clay Covington, KY

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Bartender • Advisor • Representative • Project Manager • Managers • Bachelor of Science • Customer Service • Project Managers

Experience & Education

Work

Company:
Creekside tavern
Bartender/accountant
Company:
Fidelity investments - Covington, KY
Personal investment advisor representative
Full Profile

Vicki Chapin Covington, KY

Professions & Specialties

Financial Consultant • Repossessor • Collections Specialist • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Analyst • Contractor • Analysts • Independent Business Owners • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Customer Service • Client Service Officer • Sales Account Associate • Retail Salesperson • Sales Executive • High School Diploma • Sales Manager

Experience & Education

Work

Company:
Cincinnati/kentucky enquirer
Independent contractor/delivery service
Company:
Bottom line systems, inc.
Ancillary analyst
Full Profile

Kevin Summe Covington, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Drivers • Coordinator • Managers • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Bessler auto parts
Driver / shipping coordinator
Company:
Insight communications - Florence, KY
Business development - direct sales representative

Skills

Sales, direct and indirect. Management, customer service, managing my own book of business
Full Profile

Lou Soulette Covington, KY

Professions & Specialties

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

Experience & Education

Work

Company:
Total quality logistics
Logistic account executive assistant
Company:
Convergys - Erlanger, KY
Customer service rep
Full Profile

Mark Talley Covington, KY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Advisor • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Independent insurance executive
Sales agent
Company:
Fifth third bancorp - Cincinnati, OH
Vp- investment advisor
Full Profile

Michael Carrelli Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Chief Administrative Officer • Chief Executive • Supplier • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Master of Business Administration • Automotive Specialist • Automotive Professional • Systems Administrator • Computer Systems Administrator • Software Developer • Software Developers • Student Worker

Experience & Education

Position:
Financial Advisor at University of Illinois at Urbana-Champaign
Title:
Financial Counselor at University of Illinois at Urbana-Champaign
Location:
Cincinnati Area
Industry:
Higher Education
Work history:
University of Illinois at Urbana-Champaign - Urbana-Champaign, Illinois AreaFinancial Advisorsince Jun 2012Xavier University - Xavier University, Cincinnati, OHFinancial Advisor - Work StudyAug 2008 - May 2012
Skills:
Microsoft Excel, Dreamweaver, Microsoft Office, Oracle, Object Oriented Design, Apache, Linux, SQL, ...
Full Profile

Scott Damico Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at PNC Investments
Title:
Financial Advisor - PNC Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
PNC Investments - 7044 Colerain Ave Cincinnati, OH 45239Financial Advisorsince Jul 2013Merrill Lynch - 300 Buttermilk Pike, Fort Mitchell, KY 41017Financial Advisor2012 - 2013
Certifications:
FINRA, Series 6, 7, 63 and 66 Securities Licenses
State, Life, Health, and Variable Insurance Licenses
Full Profile

Douglas Corra Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Title:
Financial Industry Professional looking for next job opportunity
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Merrill Lynch - 425 Walnut Street, Cincinnati, OH 45202Financial Advisor-Chartered Retirement Planning CounselorJul 2010 - Dec 2012Fidelity Investments - 100 Howe Drive, Covington, KY 41015Asset Retention SpecialistMay 2006 - Jun 2010
Full Profile

Barbara Johnson Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Fort Mitchell, KYAssociate Vice President - Investmentssince 1996A.G. Edwards Financial AdvisorOct 1995 - Jan 2007
Certifications:
CERTIFIED FINANCIAL PLANNER,(TM)
Full Profile

Tim Brauning Hamilton, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Client Account Manager at Contingent Network Services
Title:
Client Account Manager
Location:
West Chester, Ohio
Industry:
Information Technology and Services
Work history:
Contingent Network Services - West Chester, OHClient Account Managersince Apr 2013Morgan Stanley Wealth Management - CincinnatiFinancial AdvisorApr 2012 - Mar 2013
Full Profile

Mike Maisel Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Legacy Financial Advisors
Title:
principal at Legacy Financial
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Legacy Financial Advisors - 117 E Fourth Street, Covington Kentucky 41011Managing Partnersince Jun 2005Sagemark Consulting/ Lincoln Financial Advisors - 100 E Rivercenter Blvd Suite 100 Covington Kentucky 41011Financial AdvisorJan 2000 - Jun 2005
Full Profile

Greg Rybarczyk Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Portfolio Specialist at Fidelity Investments
Title:
Financial Advisor
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Fidelity Investments - Covington, KYPortfolio Specialistsince Dec 2008
Full Profile

Spencer Graeter Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James, Officer at CIC, Central Bank & Trust Co
Title:
Financial Advisor, RJFS
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Raymond James - 321 W Main Street, Suite 110, Louisville KY 40207Financial Advisorsince Jan 2007CIC, Central Bank & Trust Co - 321 W Main Street, Suite 110, Louisville KY 40202Officersince Jan 2007
Full Profile

Kyle Howard Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Marketing Professional • Advertising Sales Agent • Operations Manager

Experience & Education

Position:
Retirement Investment Representative at Fidelity Investments
Title:
Fidelity Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Fidelity Investments - Covington, KYRetirement Investment Representativesince Aug 2010Hilliard Lyons - Ft. Mitchell, KYAssociate Financial ConsultantSep 2012 - Dec 2012
Full Profile

Kevin Dunn Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Portfolio Advisory Service Client Management at Fidelity Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Fidelity Investments - Covington, KYPortfolio Advisory Service Client Managementsince Jul 2013National Asset Management, Inc. Financial AdvisorOct 2010 - Jul 2013
Full Profile

Mike Smith Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Robert W. Baird
Title:
Senior Vice President at Robert W. Baird
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Robert W. Baird - Cincinnati AreaFinancial Advisorsince May 2007Morgan Stanley - Edgewood, KYFinancial AdvisorNov 2003 - May 2007
Full Profile

Aaron Burnett Cincinnati, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Brand Planner • Marketing Consultant • SEO Specialist • Brand Representative • Market Analyst • Market Research Analyst • Web Marketer • Marketing Director • Partner • Marketing Manager • Chief Executive • Information Technology Specialist • IT Specialist • Vice President of Marketing • Director • Manager • Vice President • Operations Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Analysts • Bachelor of Arts • Student Worker • Psychology Specialist

Experience & Education

Position:
Marketing Director at Promevo, Calzuro - Brand Marketing Consultant at Calzuro
Title:
Branding Expert in the making, Marketing Strategy Nut, Entrepreneurial Dreamer
Location:
Cincinnati Area
Industry:
Information Technology and Services
Work history:
Promevo - Erlanger, KYMarketing Directorsince Mar 2013Calzuro - Cincinnati AreaCalzuro - Brand Marketing Consultantsince Feb 2013
Skills:
LinkedIn, Social Media Marketing, Leadership, Marketing, Outcome focused, Finance, Access,...
Financial Advisor Assistant- Intern at Financial C..
Full Profile

Patrick Lewis Cincinnati, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Business Development Manager • Operations Manager • Data Entry Specialist • Data Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Manager • Loan Accountant • Bachelor of Business Administration • Press Writer • Correspondent • Reporter

Experience & Education

Position:
Director of Product Management at Fidelity Investments
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Fidelity Investments - Covington, KyDirector of Product Managementsince Oct 2009Fidelity Investments Senior Business Development ManagerOct 2007 - Sep 2009
..community functions and serving as a financial advisor and constructive financial criti..
Full Profile

Kevin Messer Cincinnati, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • General Education • Chairperson • Chief Executive • Operations Manager • Pastoral Worker • Organization Management • Clergy • Region Manager • HR Manager • Senior Pastor • Counselor • Solutions Advisor • Non-Profit • Advisor • Area Manager • Managers • Underwriter • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • High School Teacher • Secondary School Teacher

Experience & Education

Position:
General Education Department Chair at Brown Mackie College, Part-Time Local Pastor of the Kentucky...
Title:
General Education Department Chair at Brown Mackie College
Location:
Cincinnati Area
Industry:
Nonprofit Organization Management
Work history:
Brown Mackie College - Northern KentuckyGeneral Education Department Chairsince Oct 2012Taylor Mill and Pleasant Grove United Methodist Churches - Currently Taylor Mill, KYPart-Time Local Pastor of the Kentucky Annual Conferencesince Jul 2000
Financial Advisor at Legg Mason Wood Walker
Full Profile

Peter Gaughan Cincinnati, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Management Consultant • Management Analyst • Analysts • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President at Raymond James & Associates, Inc., First Vice President, Investment...
Title:
First Vice President at Raymond James & Associates, Inc.
Location:
Cincinnati Area
Industry:
Investment Management
Work history:
Raymond James & Associates, Inc. - Covington, KYFirst Vice Presidentsince Feb 2013Morgan Keegan & Co., Inc. First Vice President, Investment Management Consultantsince Oct 2007
Skills:
Investments, Alternative Investments, Portfolio Management, Investment Strategies, Series 7, Wealth ...
Financial Consultant at UBS Financial Services
Full Profile

Craig Clynes Saint Louis, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Independent Sales Representative • Senior Customer Service Representative • Client Service Officer • Sales Representative • Advertising Professional • Advertising Sales Agent • Customer Service • Sales Manager • Regional Sales Consultant

Experience & Education

Title:
Senior Sales and Marketing Executive
Location:
Greater St. Louis Area
Industry:
Marketing and Advertising
Work history:
Summit Business Media - Erlanger, KYSenior Account ExecutiveJul 2006 - Mar 2013Pfingsten Publishing LLC - St. Louis, MOIndependent Sales RepresentativeJun 2006 - Mar 2013
Skills:
Marketing Strategy, B2B
Financial Advisor Makeover
Full Profile

Emily Sullivan Cincinnati, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Advertising Professional • Advertising Sales Agent • Operations Manager • Business Administrator • Team Member • Master of Business Administration • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Social Spice Marketing & Communications, Freelance Writer at Cincinnati Enquirer
Title:
Owner, Social Spice Marketing
Location:
Cincinnati Area
Industry:
Marketing and Advertising
Work history:
Social Spice Marketing & Communications Ownersince Dec 2010Cincinnati Enquirer - Cincinnati AreaFreelance Writersince Jul 2011
Languages:
German
Financial Advisor at Edward Jones
Full Profile

Gary Vix Cincinnati, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Hospital Care Professional • Health Professional • Health Practitioner • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Leader • Acquisitions Manager • Director • Financial Officer • Financial Manager • Operations Manager • Purchasing Managers • Juris Doctor • Bachelor of Science

Experience & Education

Position:
Corporate Controller at Earl Enterprises
Title:
Accounting Manager\Controller at Omnicare, Inc
Location:
Cincinnati Area
Industry:
Hospital & Health Care
Work history:
Earl Enterprises - Orlando, Florida AreaCorporate Controllersince Jun 2013Earl Enterprises Corporate Controller2013 - 2013
Full Profile

Grace Wit San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Master of Science • Sales Representative • Computer Scientists

Experience & Education

Position:
Registered Client Associate at Wells Fargo Advisors, LLC
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - San Francisco Bay AreaRegistered Client Associatesince Feb 2013Dharma Kitchen - San Francisco Bay AreaOwnerJan 2012 - Jan 2013
Financial Advisor at Morgan Stanley
Full Profile

Financial Consultants near Covington, KY02525047561,0081,260CincinnatiNewportFlorenceSilver GroveAddystonCleves


Financial Consultants around Covington, KY

Addyston  (1)
Cincinnati  (1,258)
Cleves  (1)
Florence  (17)
Newport  (19)
Silver Grove  (2)

Financial Consultants in Kentucky

Sub-specializations

Financial Associate  (13)
Financial Consultant  (39)