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Financial Consultants in Georgia

Financial Consultants in Cumming, GA

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Here is a complete directory of nearly all professional Financial Consultants in Cumming, GA.

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33 results found

Charlene Perez Atlanta, GA

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Independent Contractor • Contractor • Manager • Operations Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Marketing Manager • Customer Service • Brand Representative • Telemarketing Specialist • Telemarketer • Graphic Designer • Property Manager • Real Estate Manager

Experience & Education

Position:
Campaign Execution Manager at BROKERHUNTER.com ®, Independent Contractor at Marketing and Sales
Title:
Independent Contractor l Marketing and Sales l Key Account Management l Publishing l Digital Media
Location:
Greater Atlanta Area
Industry:
Internet
Work history:
BROKERHUNTER.com ® - Greater Atlanta AreaCampaign Execution Managersince Apr 2013Marketing and Sales - Cumming, GAIndependent Contractorsince Jan 2004
Financial Advisor
Full Profile

Brian Parton Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Regional Vice President • Chief Executive • Vice President • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Operations Manager

Experience & Education

Position:
Financial Advisor at Dogwood Capital Enterprises
Title:
President at Dogwood Capital Enterprises
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Dogwood Capital Enterprises - Greater Atlanta AreaFinancial Advisorsince Sep 2012Howard Capital Management - Greater Atlanta AreaRegional Vice PresidentJun 2010 - Sep 2012
Full Profile

John Engquist Alpharetta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, RJFS / Assoc Vice President IPM at IDEAS Portfolio Management, an independent firm
Title:
Financial Advisor
Location:
Alpharetta, Georgia
Industry:
Financial Services
Work history:
IDEAS Portfolio Management, an independent firm - Alpharetta, GAFinancial Advisor, RJFS / Assoc Vice President IPMsince Aug 2012Merrill Lynch - Cumming, GAFinancial AdvisorAug 2007 - Dec 2008
Full Profile

Joshua Reaves Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Investor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Cetera Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Cetera Advisors - Duluth, GeorgiaFinancial Advisorsince Mar 2009Multifinancial Securities - Cumming, GAInvestment Advisor RepresentativeApr 2009 - Dec 2012
Languages:
Spanish
Full Profile

Jeff Baker Cumming, GA

Professions & Specialties

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

Experience & Education

Title:
Investment Advisor at Merrill Lynch
Location:
Cumming, Georgia
Industry:
Financial Services
Work history:
Merrill Lynch - Alpharetta, GAInvestment AdvisorDec 2006 - Aug 2011Merrill Lynch - Alpharetta, GAFinancial AdvisorJan 2001 - Jan 2003
Full Profile

Jeffrey Gelinas Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
President at GFG, Inc
Title:
President at GFG, Inc, Registered Representative, Financial Advisor
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
GFG, Inc - Cumming, GAPresidentsince Feb 2002Comcast - Norcross, GASenior Account ExecutiveJan 1992 - Feb 2002
Full Profile

Eric Keller Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, Board of Directors at Georgia Soccer
Title:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Cumming, GAFinancial Advisorsince Apr 2013Georgia Soccer Board of Directorssince Feb 2011
Full Profile

Daniel Whitman Cumming, GA

Professions & Specialties

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

Experience & Education

Work

Company:
Contractor
Senior financial/business consultant
Company:
Nmac/ifs - Birmingham, AL
Southeast region financial services manager
Full Profile

Eliana Sinkovits Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Aon integramark
Resolution analyst
Company:
Workplace options - Arlington, VA
Tax & financial consultant
Full Profile

Julie Enger Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Advisor • Postsecondary Teacher

Experience & Education

Work

Company:
Trio media group
Finance manager
Company:
Morgan stanley smith barney
Financial advisor

Skills

Microsoft Excel, Hyperion Essbase. Oracle Financials, Outlook, Peachtree Accounting, QuickBooks, MS ...
Full Profile

John Bythewood Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Advisor • Analysts • Managers • Computer Systems Administrator

Experience & Education

Work

Company:
Cetera advisors - Suwanee, GA
Financial advisor/analyst - series 7, 66 licensed advisor
Company:
Bb&t investment svc - Norcross, GA
Financial consultant

Skills

Personal and small business tax returns
Full Profile

Dennis Southern Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Regional Sales Consultant • Sales Representative • Managers

Experience & Education

Work

Company:
Wells fargo financial advisors
Financial advisor
Company:
7d trading, ltd - Atlanta, GA
Ceo - president
Full Profile

Laurence Martin Cumming, GA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Vice President • Chief Executive • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Jjrm wealth strategies, llc
Owner, president / financial planner / financial advisor
Company:
Fidelity investments private client group - Greenwich, CT
Vice president / senior account executive
Full Profile

Brian Daiker Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Representative • Sales Agent • Advisor

Experience & Education

Work

Company:
Bank of america merrill lynch
Financial advisor
Company:
Streetcapital, llc
Institutional sales representative
Full Profile

Grey Maples Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Atlantic seafood company - Alpharetta, GA
General manager

Skills

P&L Management, Inventory Management, Leadership
Full Profile

Robin Grier Cumming, GA

Professions & Specialties

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

Experience & Education

Work

Company:
Wealth and retirement partners - Cumming, GA
Owner - registered financial consultant
Full Profile

David Fountain Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative

Experience & Education

Work

Company:
Investment planning advisors - Cumming, GA
Sales assistant / junior financial advisor
Full Profile

Jeff Fountain Atlanta, GA

Professions & Specialties

Loan Officer • Loan Officers • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Investor • Advisor • Partner • Chief Executive • Tour Guide • Marketing Manager • Entertainment Professional • Entertainer • Display Advertising Sales Representative • Signs and Displays Salesperson • Advertising Agent • Bachelor of Business Administration • Field Marketing Specialist • Marketing Administrator • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Real Estate Consultant at Solid Source Realty GA
Location:
Greater Atlanta Area
Industry:
Real Estate
Work history:
Solid Source Realty GA - Metro AtlantaReal Estate Consultantsince Jan 2009SD Mason Properties, LLC PartnerOct 2006 - Jan 2009
Senior Financial Advisor
Full Profile

Bruce Wing Atlanta, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Senior Vice President • Chief Executive • Vice President • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Territory Sales Manager • Region Manager • Managers • Area Manager

Experience & Education

Position:
President at Strategic Wealth, LLC
Title:
President - Strategic Wealth, LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Strategic Wealth, LLC - Cumming, GAPresidentsince 1994Partners Advantage Insurance Services, LLC Senior Vice PresidentJan 2011 - Mar 2012
Skills:
Product Development, Management Consulting, Insurance, Wealth Management, Annuity, Financial...
Certifications:
Chartered Financial Consultant, The American College
Chartered Life Underwriter, The American College
Full Profile

Tim Koenning Atlanta, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Advisor • Representative • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Co-Founder • Founder • Founding Member • Chief Executive • Partner

Experience & Education

Position:
Investment Advisor Representative at Transamerica Financial Advisors, Inc., Transamerica Financial...
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division - Johns Creek, GAInvestment Advisor Representativesince Jan 2012Beyond Sunday - Buford, GA.Co-Founder & Development LeaderJan 2010 - Dec 2012
Skills:
Retirement Planning, 401k, Financial Advisory, Wealth Management, Retirement, IRAs, Wealth,...
Languages:
English, Spanish
Managing Partner/ Financial Advisor at Magnolia Financial Advisors
Full Profile

Rodney Mcclellan Cumming, GA

Professions & Specialties

Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Triad professional services - Alpharetta, GA
Business development executive
Company:
Bank of america private bank, multiple locations
Relationship manager
Full Profile

Luis Ariza Cumming, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accountant

Experience & Education

Work

Company:
Anatek, inc
Accountant
Company:
Anatek, inc
Accountant
Full Profile

Robert Tancredi Cumming, GA

Professions & Specialties

Mortgage Broker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Owner • Chief Executive • Sales Representative

Experience & Education

Work

Company:
Eco
Sales manager/owner
Company:
Creative mortgage solutions inc
Mortgage broker
Full Profile

Daniel Lopez Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Owner • Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Havertys furniture company
Sales manager
Company:
Right way cleaners - Americus, GA
Owner and manager
Full Profile

Jeff Seals Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Account Manager • Representative • Field Engineer • Bachelor of Science

Experience & Education

Work

Company:
Osmose utilities services, inc
Director - sales
Company:
Ghmr company, inc - Birmingham, AL
Account manager / manufacturer's representative

Skills

Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Pivotal CRM
Full Profile

Samra Ahmed Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounts Payable Specialist • Accounts Payable • Team Leader • Operations Manager • Loan Accountant • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Kaplan, inc - Alpharetta, GA
Accountant/funds processor/team lead
Company:
Nri construction, inc - Atlanta, GA
Accounts payable specialist
Full Profile

Joseph Braswell Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Treasurer • Manager • Financial Officer • Financial Manager • Operations Manager • Controller • Bachelor of Science

Experience & Education

Work

Company:
Aderans research inst
Treasurer / manager of finance
Company:
Wilcom america, inc
Controller / manager of finance & admin
Full Profile

Jeffrey Fountain Cumming, GA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • Project Managers • Partner • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Solid source realty, ga
Real estate consultant
Company:
Sd mason properties - Cumming, GA
General manager

Skills

Financial Analysis and Research, Project Manager, Proven Sales Professional, Excellent oral and...
Full Profile

Veronica Molares Cumming, GA

Professions & Specialties

Counselor • Analyst • Advisor • Analysts • Software Tester • Computer Specialist • Team Leader • Operations Manager

Experience & Education

Work

Company:
Mckesson corporate
Sr. implementation consultant
Company:
Mckesson corporate
Quality assurance analyst - team lead
Full Profile

Chuck Erb Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Systems Administrator • Computer Systems Administrator • Director • Manager • Operations Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Carter's / oshkosh b'gosh
Hyperion systems administrator
Company:
Accenture
Lead implementation of oracle/hyperion epm systems
Full Profile

Carl Dunn Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Board Member • Managing Partner • Chief Executive • Management Team Executive • Operations Manager • Partner • Agent • Sales Representative • Master of Business Administration • Management Analyst • Analysts

Experience & Education

Work

Company:
Life in jesus international foundation inc
Executive president asian operation, board member
Company:
Pat's exotic beverages inc - New York, NY
Managing partner
Full Profile

David Hofferber Cumming, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive Officer • Manager • Sales Manager • Sales Director • Chief Executive • Corporate Executive • Operations Manager • School Administrator • Educational Manager • Sales Representative

Experience & Education

Work

Company:
Dlr energy systems
Owner/president
Company:
Camping world
General manager/sales manager/sales
Full Profile

Buddy Shirk Jacksonville, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Representative • Advisor • Account Analyst • Customer Service Associate • Client Service Officer • Customer Service

Experience & Education

Position:
Owner at Lawn Dreamers, Patient Financial Consultant at A/R Healthcare Consultants
Title:
Owner of Lawn Dreamers
Location:
Jacksonville, Florida Area
Industry:
Farming
Work history:
Lawn Dreamers - Jacksonville, Florida AreaOwnersince Sep 2012A/R Healthcare Consultants - Jacksonville, Florida AreaPatient Financial Consultantsince Jun 2011
Full Profile

Financial Consultants near Cumming, GA07471,4942,2412,9883,735AtlantaAlpharettaMariettaDuluthLawrencevilleNorcrossRoswellKennesawHolly SpringsStone Mountain


Financial Consultants around Cumming, GA

Alpharetta  (186)
Atlanta  (3,732)
Ball Ground  (3)
Braselton  (2)
Buford  (30)
Dacula  (11)
Dahlonega  (3)
Duluth  (63)
Ellijay  (1)
Gainesville  (16)
Grayson  (9)
Holly Springs  (44)
Kennesaw  (50)
Lawrenceville  (61)
Lilburn  (7)
Marietta  (106)
Norcross  (59)
Roswell  (56)
Suwanee  (34)
Tucker  (19)

Financial Consultants in Georgia

Sub-specializations

Financial Consultant  (33)
Financial Management Analyst  (4)