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Financial Consultants in Ohio

Financial Consultants in Dublin, OH

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66 results found

Katherine Granger Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Security • Managers • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Account Manager • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor, Strategic Pricing at Cardinal Health
Title:
Financial Advisor at Cardinal Health
Location:
Columbus, Ohio
Industry:
Accounting
Work history:
Cardinal Health - Dublin, OHFinancial Advisor, Strategic Pricingsince Dec 2012Babcock & Wilcox - Oak Ridge, TNCoordinator, Financial Performance AssessmentJan 2011 - Jul 2012
Languages:
Chinese
Full Profile

Christopher Bright Dublin, OH

Professions & Specialties

Banker • Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Student Worker • Paramedic

Experience & Education

Position:
Licensed Personal Banker and Financial Specialist at Fifth Third Bank
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Fifth Third Bank - Dublin, OhioLicensed Personal Banker and Financial Specialistsince Jun 2012New England Financial Financial Advisor and Registered Representative at New England SecuritiesJan 2010 - Jun 2012
Skills:
Strategic Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio...
Languages:
English, Spanish
Certifications:
Series 6 Financial License, FINRA
Ohio Life,Health and Accident Insurance, Ohio Dept. of Insurance
Full Profile

Brian Montgomery Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Edward jones - Grove City, OH
Financial advisor

Skills

Devising appropriate investment recommendations for clientele based on my extensive investment...
Full Profile

Adam Tzagournis Dublin, OH

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Financial Manager • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director at Morgan Stanley Wealth Management
Title:
CFA® Senior Portfolio Management Director, Certified Portfolio Manager, Financial Advisor at Morgan Stanley
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Dublin, OhioExecutive Directorsince 1995Kemper Securities Financial Advisor1990 - 1995
Full Profile

Sharon Kaiser Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Independent Business Owners • Analysts • Account Manager • Accounting Bookkeeper • Bookkeeper • Logistician • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Accountant at Dreitler True, LLC, financial consultant at Self Employed
Title:
Financial Consultant
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Dreitler True, LLC - Columbus, OHAccountantsince Jun 2012Self Employed Financial consultantsince Dec 2009
Full Profile

Ashley Evans Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Cashier • Client Service Officer • Customer Service • Team Member

Experience & Education

Work

Company:
Garden city group - Dublin, OH
Shared services
Company:
Discover - New Albany, OH
Financial advisor

Skills

Excellent communication, Accurate and detailed, Results-oriented Independent worker, Self-directed...
Full Profile

Paul Swift Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Sales Manager • Sales Director • Corporate Executive • Chief Executive • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at The Guardian Life Insurance Company of America
Title:
Managing Director - The Guardian Life Insurance Company of America - Central Ohio Agency
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
The Guardian Life Insurance Company of America - Dublin, OHManaging Directorsince Nov 2010Foster Klima & Company - an Agency of The Guardian Life Insurance Company of America - Minneapolis, MNSales Manager/Financial RepresentativeFeb 2005 - Oct 2010
Registered Representative and Financial Advisor of Park Avenue Securities LLC,PA..
Full Profile

John Stewart Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Stock Broker • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Bachelor of Arts • Non-Profit • Domestic Violence Advocate • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Social Workers

Experience & Education

Position:
Financial Advisor at The Chaddock Group, A private wealth advisory practice of Ameriprise Financial ...
Title:
Financial Advisor
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
The Chaddock Group, A private wealth advisory practice of Ameriprise Financial Services, Inc. - 8008 N. High Street, Suite 150, Columbus, OH 43235Financial Advisorsince Jan 2012Huntington Wealth Advisors - Dublin, OHFinancial AdvisorMar 2010 - Jan 2012
Full Profile

Melvin Conley Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Volunteer • Non-Profit • Higher Education Professional • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Work

Company:
Various
Ohio employers support of guard and reserve
Company:
Various - Dublin, OH
Financial advisor
Full Profile

Robert Seeger Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones, National Accounts Regional Vice President at Genworth Financial
Title:
Financial Advisor with Edward Jones
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2013Genworth Financial - Dublin, OHNational Accounts Regional Vice Presidentsince Jan 2012
Full Profile

Matt Randall Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Team Member • Managers • Sales Representative • Account Service Manager • Customer Service

Experience & Education

Position:
Financial Advisor at Nolan Agency, Nationwide Insurance, Board President at First Love, Inc.
Title:
Financial Advisor at Nolan Agency, Nationwide Insurance
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nolan Agency, Nationwide Insurance - Dublin, OHFinancial Advisorsince Mar 2013First Love, Inc. Board Presidentsince May 2008
Skills:
Retirement Planning, Insurance, Investments, Sales, Relationship Management, Retirement Plan...
Full Profile

Scott Snider Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Representative • Advisor • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Financial Advisor at Huntington Investment Company
Title:
Financial Advisor at The Huntington Investment Company
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Huntington Investment Company - Dublin, OHFinancial Advisorsince Apr 2012Huntington National Bank Assistant Branch Manager, Registered Investment RepresentativeMay 2009 - Apr 2012
Full Profile

Tom Zentz Columbus, OH

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.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Dublin, OHFinancial Advisorsince Aug 2007Association of Baptists for World Evangelism, Inc Church Planter in JapanJul 1990 - Sep 2007
Languages:
English, Japanese
Full Profile

Nick Desantis Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Computer Specialist • Farmworker

Experience & Education

Position:
Financial Advisor - Corporate Treasury at Cardinal Health
Title:
Financial Advisor - Corporate Treasury
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Cardinal Health - Dublin, OHFinancial Advisor - Corporate Treasurysince Aug 2011Cardinal Health - Waukegan, ILSr. Financial Analyst - Medical Segment FP&AJun 2010 - Aug 2011
Skills:
Financial Analysis, Finance, SAP, Budgets, Financial Forecasting, Microsoft Excel, Microsoft...
Full Profile

Sean Martin Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative • Project Managers

Experience & Education

Position:
Financial Advisor at New York Life Insurance and Precision Wealth Strategies
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
New York Life Insurance and Precision Wealth Strategies - Dublin, OhFinancial Advisorsince Jan 2013Prudential Financial Financial ProfessionalJul 2012 - Jan 2013
Full Profile

Jeremy Ochieng Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Financial Analyst • Survey Researcher

Experience & Education

Position:
Financial Advisor, Treasury - Capital Markets & Financial Risk at Cardinal Health
Title:
Financial Advisor, Capital Markets & Financial Risk at Cardinal Health
Location:
Dublin, Ohio
Industry:
Hospital & Health Care
Work history:
Cardinal Health - Dublin, OhioFinancial Advisor, Treasury - Capital Markets & Financial Risksince Jul 2013Cardinal Health - Fort Mill, South CarolinaEMERGE Sr. Financial Analyst, Manufacturing FinanceAug 2012 - Jul 2013
Full Profile

Michelle Dorsch Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Advertising Professional • Advertising Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager

Experience & Education

Position:
Regional Internal Consultant at Nationwide Financial
Location:
Columbus, Ohio Area
Industry:
Marketing and Advertising
Work history:
Nationwide Financial - Dublin, OHRegional Internal Consultantsince Jan 2012Nationwide Financial Life Underwriting Case ManagerFeb 2011 - Dec 2011
Full Profile

Isao Shoji Columbus, OH

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

Experience & Education

Position:
Financial Advisor, CFP®, CLTC at Ameriprise Financial Services, Inc.
Title:
Financial Advisor / CFP® CLTC at Ameriprise Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Dublin, OHFinancial Advisor, CFP®, CLTCsince 2006
Languages:
English, Japanese, Mandarin Chinese
Full Profile

David Thompson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ascend Advisory Group
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ascend Advisory Group - 6760 Perimeter Drive, Dublin OH 43016Financial Advisorsince Jan 2011
Full Profile

Michael Roderick Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor/ Vice President at Ameriprise Financial Services, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 655 Metro Place South Ste 450, Dublin, OH 43017Financial Advisor/ Vice Presidentsince Sep 2010
Full Profile

Lawrence Adeyeye Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Director • Chief Executive Officer • Owner • Chief Executive • Operations Manager • Corporate Executive • Advisor

Experience & Education

Position:
Financial Consultant at Solutions Consulting and Asset Management, LLC
Location:
Columbus, Ohio Area
Industry:
Oil & Energy
Work history:
Solutions Consulting and Asset Management, LLC Financial Consultantsince Jan 2011A & O Enterprises, LLC Co-Owner/Managing DirectorOct 2007 - Jun 2010
Full Profile

Uri Holmes Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Partner/Financial Advisor at Preferred Capital Management (PCM)
Title:
Partner/Financial Advisor at Preferred Capital Management
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Preferred Capital Management (PCM) - Dublin, OHPartner/Financial Advisorsince Jan 1994
Full Profile

Steven Gress Dublin, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Huntington National Bank
Title:
Financial Advisor
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Huntington National Bank - Columbus, Ohio AreaFinancial Advisorsince Sep 2008
Full Profile

Bethany Lieb Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Senior Mortgage Processor - FHA at J.P. Morgan
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
J.P. Morgan - 3401 Morse Crossing Columbus, OH 43219Senior Mortgage Processor - FHAsince Aug 2012J.P. Morgan - 800 Brooksedge Blvd Westerville, OH 43081Financial AdvisorApr 2009 - Aug 2012
Skills:
Refinance, Credit, FHA, Portfolio Management, Loans, Underwriting, VA loans, Loan processing,...
Certifications:
NMLS, Nationwide Mortgage Licensing System & Registry
Full Profile

Kristen Garofalo Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Counselor • Team Member • Advisor

Experience & Education

Work

Company:
Hamilton capital management, inc
Client relations representative/associate financial advisor
Company:
Robert morris university - Moon, PA
Student mentor

Skills

Social Media, Microsoft Office, Customer Service, Communication Skills
Full Profile

Chad Stuckey Dublin, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Title:
Princor Registered Representative / Financial Advisor
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Principal Financial Group Financial Advisorsince Aug 2006
Full Profile

Ronald Palanca Dublin, OH

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor, Merrill Lynch
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Merrill Lynch - Dublin, OhioSenior Financial Advisorsince Jul 2005
Full Profile

Aleta Freemon Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Claims Examiner • Supervisor • Managers

Experience & Education

Work

Company:
Sedgwick claims management services - Columbus, OH
Claims examiner iii / liability supervisor
Company:
Jp morgan chase bank - Worthington, OH
Financial advisor
Full Profile

Aaron Siekmann Dublin, OH

Professions & Specialties

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

Experience & Education

Work

Company:
Cardlytics, inc - Atlanta, GA
Finance/accounting intern
Company:
Dj hairstyles salon - Cincinnati, OH
Financial consultant
Full Profile

Lindsay Morrissey Dublin, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Nanny • Childcare Workers • Caregiver • Nursing Assistant • Food and Beverages Professional • Food and Beverage Attendant • Courier • Bartender

Experience & Education

Work

Company:
Nanny/caregiver - Cleveland, OH
Company:
Wealthstone, inc - Columbus, OH
Financial consultant
Full Profile

Wes Comer Columbus, OH

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Personnel Recruiter • Human Resources Specialist • Personnel Specialist • Recruitment • Speaker • Spokesperson • Representative • Talent Agent • Auditor • Accounting Bookkeeper • Bookkeeper • Electrical Design Engineer • Electrical Engineer • Mechanical Engineer • Electrical Engineering • Mechanical Engineering Professional • Mechanical Engineering • Environmental Services Professional • Environmentalist • Designers • Automotive Professional • Operations Manager

Experience & Education

Position:
Recruiter Lead at Aerotek
Title:
Account Recruiting Manager, Recruiter Lead, Public Speaker,
Location:
Columbus, Ohio
Industry:
Staffing and Recruiting
Work history:
Aerotek - Dublin, OHRecruiter Leadsince Jul 2011JP Morgan Chase - Columbus, Ohio AreaPersonal BankerJan 2010 - May 2011
Skills:
Investments, Public Speaking, Social Media, Blogging, Life Insurance, Technical Recruiting,...
Financial Advisor/Personal Banker Senior at Huntin..
Full Profile

Matt Mitchell Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chef • Food Preparer • Food Preparation Worker • Sales Person • Sales Representative • Baker • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Supervisor • Security • Managers • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Financial Director • Chairperson • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Bachelor of Arts • High School Diploma • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chef at Cameron Mitchell Restaurants
Title:
Cameron Mitchell Restaurants
Location:
Columbus, Ohio Area
Industry:
Restaurants
Work history:
Cameron Mitchell Restaurants Chefsince Apr 2011Midwestern Auto Group - Dublin, OHSales ConsultantSep 2011 - Apr 2012
Skills:
Cross-functional Team Leadership, Management, Leadership, Business Planning, Budgets, Strategy,...
Full Profile

Mark Drabick Dublin, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Non-Profit • Analysts • Vice President of Finance • Board Member • Vice President • Chief Executive • Management Team Executive • Operations Manager • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Student Worker • Sports Trainer • Sports Trainers

Experience & Education

Position:
CNG Operations Analyst at IGS Energy, Vice President of Finance at Sigma Phi Epsilon
Title:
CNG Operations Analyst at IGS Energy
Location:
Dublin, Ohio
Industry:
Oil & Energy
Work history:
IGS Energy - Dublin, OHCNG Operations Analystsince Aug 2013Sigma Phi Epsilon - New Wilmington, PAVice President of Financesince Jun 2010
Certifications:
Series 7, NASD
Series 66, NASD
Financial Advisor at Brennan Financial Group
Full Profile

Michael Maurer Columbus, OH

Professions & Specialties

Financial Services Sales Agent • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Chief Executive • Accounting Bookkeeper • Bookkeeper • Reporter

Experience & Education

Position:
Insurance Specialist at The Boling & Maurer Group, Insurance Specialist at The Maurer Group
Title:
Agent / Insurance Specialist at The Boling & Maurer Group
Location:
Columbus, Ohio
Industry:
Insurance
Work history:
The Boling & Maurer Group - Upper Arlington OhioInsurance Specialistsince Apr 2013The Maurer Group - Dublin, OHInsurance Specialistsince Aug 2012
Financial Advisor at Ameriprise Financial Services
Full Profile

Carrie Schaffer Columbus, OH

Professions & Specialties

Director • Chairperson • Chief Executive Officer • Operations Manager • Chief Executive • Corporate Executive • Information Technology Specialist • IT Specialist • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent

Experience & Education

Position:
Director of Corporate Projects at Northwoods
Location:
Columbus, Ohio Area
Industry:
Information Technology and Services
Work history:
Northwoods - Dublin, OHDirector of Corporate Projectssince Sep 2012Northwoods Senior Marketing LeadApr 2011 - Sep 2012
Financial Consultant & Investment Advisor Represen..
Full Profile

Trish Suchland Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Development Director • Chief Executive • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Director of Quality Control • Team Leader • Marketing Manager • Operations Manager • Compliance Manager • Bank Examiner • Financial Compliance Examiner • Auditor • Sales Support • Account Representative • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Compliance Officer • Advisor • Human Resources Specialist • Recruitment • Database Administration Professional • Database Administrator • Graphic Design Specialist • Graphic Designer • Customer Service

Experience & Education

Position:
Relationship Specialist at Nationwide Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Financial - Columbus, Ohio AreaRelationship Specialistsince May 2012Nationwide Financial - Dublin, OHTerritory Development DirectorJun 2011 - May 2012
Skills:
Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com,...
Financial Advisor at AG Edwards & Sons
Full Profile

Tunde Oni Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Cost Accountant • Accounts Receivable • Accounting Analyst • Manager • Operations Manager • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Master of Accounting • Automotive Specialist • Automotive Professional • Security

Experience & Education

Title:
Exectuve, Financial Analyst, Accountant
Location:
Columbus, Ohio Area
Industry:
Accounting
Work history:
Alene Candles - New Albany, OhioInventory Control ManagerApr 2012 - Aug 2012Blue Bird Corporation - Delaware, OHSr. Cost Accountant / Financial AnalystFeb 2007 - Jun 2009
Skills:
Financial Analysis, Cost Accounting, Forecasting, Process Improvement, Variance Analysis
Manager / Financial Advisor at Ameriprise Financial
Full Profile

Stuart Long Dublin, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Security • Orderly • Certified Nurse Aide • Nurse • Nurse Practitioner • Executor • Trust Law Attorney • Lawyers • Sales Manager • Sales Director • Analysts • Operations Manager • Financial Manager • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Tax, Financial and Estate Advisor at Estate Planning Solutions
Title:
Advisor at Estate Planning Solutions
Location:
Dublin, Ohio
Industry:
Investment Management
Work history:
Estate Planning Solutions - 655 Metro Place South, suite 600, Dublin, Ohio 43017Tax, Financial and Estate Advisorsince Feb 2013EcoChem, Inc. Dublin, Ohio - Dublin, OhioSales ManagerJan 2010 - Jan 2013
Skills:
Website Monetization, Asset Protection, Asset, Expenses, Insurance, Small Business, New Business...
Financial Consultant at MetLife
Full Profile

Pat Carpenter Columbus, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Author • Vice President of Marketing • Vice President • Chief Executive • Operations Manager • Organization Management • Human Resources Specialist • Recruitment

Experience & Education

Position:
Author of The Caregiver's Roadmap at OAD Publishing, LLC, member at Ohio Tech Angel Fund, member at ...
Title:
Author of The Caregiver's Roadmap at OAD Publishing, LLC
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
OAD Publishing, LLC Author of The Caregiver's Roadmapsince Jan 2010Ohio Tech Angel Fund - Columbus, Ohio AreaMembersince 2007
Full Profile

Nishanta Baruah Columbus, OH

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Co-Manager • Marketing Manager • Manager • Operations Manager • Managers • Mathematician • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
District Operations Specialist at U.S. Bank
Location:
Columbus, Ohio Area
Industry:
Banking
Work history:
U.S. Bank - Multiple BranchesDistrict Operations Specialistsince Jan 2009U.S. Bank - VariousBranch ManagementJul 2006 - Jan 2009
Skills:
Coaching, Business Analysis, Sales, Banking, Time Management, Healthcare, Insurance, Employee...
Languages:
Assamese
Financial Advisor at Ameriprise Financial
Full Profile

Ed Siddell Dublin, OH

Professions & Specialties

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

Experience & Education

Position:
President at The EGSI Fiancial Group, INC.
Title:
The EGSI Financial Group, Inc.
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
The EGSI Fiancial Group, INC. - Dublin, OH and The Columbus Metro AreaPresidentsince Aug 2002Oho Financial Group - Columbus, OH and Denver, COVice President1997 - 2002
Financial Advisor Mastermind Group
Full Profile

Robert Wilhelm Dublin, OH

Professions & Specialties

Partner • Managing Partner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant

Experience & Education

Position:
Partner at Retirement Strategies, Ltd., Partner at RS Tax and Accounting Services, LLC
Title:
Partner, Retirement Strategies, Ltd.
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Retirement Strategies, Ltd. - 5060 Parkcenter Ave. Suite A Dublin, OH 43017Partnersince Jan 2003RS Tax and Accounting Services, LLC - 5060 Parkcenter Ave. Suite A Dublin, OH 43017Partnersince Jul 2011
Financial Advisor at Lincoln Financial Advisors
Full Profile

Brian Flanagan Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Region Manager • Senior Vice President • Vice President • Chief Executive • Counselor • Area Manager • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Operations Manager • Bachelor of Science • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
Regional Director at The Newport Group
Title:
Retirement Plan Consulting
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
The Newport Group - Mid-atlantic region based in OhioRegional Directorsince Feb 2013Fidelity Investments Senior Vice PresidentDec 2010 - Jan 2013
Skills:
Mutual Funds, Wholesale, Institutional Sales, Series 63, 401k, Selling, Series 6, Retirement...
FINANCIAL ADVISOR at American Express Financial Ad..
Full Profile

Chris Butcher Dublin, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Services Representative at Principal Financial Group
Location:
Dublin, Ohio
Industry:
Financial Services
Work history:
Principal Financial Group - Dublin OHFinancial Services Representativesince Sep 2011Huntington National Bank Branch ManagerFeb 2010 - Oct 2011
Skills:
Life Insurance, Disability Insurance, Variable Annuities, Fixed Annuities, Retirement Planning,...
Financial Advisor Network,FAN,
Full Profile

Myesha Pugh Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Contract Recruiter • Recruitment • Software Tester • Computer Specialist • Analyst • Analysts • Customer Service • Client Service Officer • Chief Administrative Officer • Vice President • Chief Executive • Administrative Clerk • Clerical Specialist • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Self-motivated recent college graduate seeking an entry-level position in Human Resources. (Willing to relocate)
Location:
Columbus, Ohio Area
Industry:
Staffing and Recruiting
Work history:
Dawson Resources/ Garden City Group - Dublin, OHContract Quality Assurance AnalystMay 2012 - Mar 2013Mettler-Toledo International, Inc - Columbus, Ohio AreaContract RecruiterMar 2012 - Apr 2012
Financial Advisor at Wells Fargo Advisors
Full Profile

Umihiko Saito Columbus, OH

Professions & Specialties

Financial Services Sales Agent • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Master of Business Administration • Fisher

Experience & Education

Position:
Partner at New York Life Insurance Company
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Dublin, OhioPartnersince Sep 2011Asian American Community Services - Upper Arlington, OhioBoard MemberJul 2007 - Feb 2012
Skills:
Insurance, Strategic Financial Planning, Retirement Planning, Leadership, Long-term Care, Fixed...
Financial Advisor at Saito Financial Group
Full Profile

Matt Wolfe Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Partner • Operations Manager • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Food Server

Experience & Education

Position:
Impact Manager at Nationwide Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Financial - Dublin, OHImpact Managersince Jul 2010Nationwide Financial - Dublin, OHCase Acquisition SpecialistFeb 2008 - Jul 2010
Financial Advisor at Ameriprise Financial Services
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Lauren Fisher Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounts Receivable Clerk • Account Manager • Accounting Bookkeeper • Bookkeeper • Accounts Receivables Specialist • Accounts Receivable • Manager • Operations Manager • Customer Service • Automotive Specialist • Automotive Professional • Human Resources Specialist • Recruitment

Experience & Education

Title:
Customer Service Professional
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Reliant Capital Solutions - Gahanna, OHMedical Collections2012 - 2013Magnetic Springs Water Company Account Receivable/Account Manager2009 - 2010
Certifications:
CPR
First Aid
Financial Advisor at JP Morgan Chase
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John O'connell Columbus, OH

Professions & Specialties

Region Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Regional Director at Delaware Investments, a member of the Macquarie Group
Title:
Regional Director Delaware Investments
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Delaware Investments, a member of the Macquarie Group - Dublin, OHRegional Directorsince Jan 2006Eagle Asset Management Vice President Investments Wholesaler2004 - 2006
Financial Advisor at Merrill Lynch
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Jonathan Michaels Columbus, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Development Director • HR Manager • Sales Agent • Sales Representative

Experience & Education

Position:
Regional Internal Consultant - Mutual Funds at Nationwide Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Financial - Dublin, OHRegional Internal Consultant - Mutual Fundssince Dec 2012Nationwide Financial Territory Development DirectorAug 2010 - Dec 2012
Certifications:
FLMI
Financial Advisor at Morgan Stanley
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