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Financial Consultants in East Lansing, MI

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31 results found

Brock Cooper Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales DirectorPartnerChief ExecutiveSales PersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Science

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Lansing, Michigan Area
Industry:
Investment Management
Work history:
Merrill Lynch - East Lansing, MIFinancial Advisorsince Jun 2011Capital Steel & Wire Bar & Wire SalesOct 2009 - Jul 2011

Michael Voorheis Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerGovernment Administration ProfessionalClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer ServiceVice PresidentChief ExecutiveCorporate ExecutiveCommunity Service Manager

Experience & Education

Position:
Financial Consultant at Charter One Investments
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Charter One Investments - Mid-MichiganFinancial Consultantsince Dec 2012Wells Fargo Advisors, LLC - East Lansing, MIFinancial AdvisorSep 2008 - Dec 2012

Jeff Rawson East Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor, Wells Fargo Advisors, LLC
Location:
East Lansing, Michigan
Industry:
Financial Services
Work history:
Wells Fargo Advisors - East Lansing, MiFinancial Advisorsince Apr 2012

Peter Benington Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - East Lansing, MIFinancial Advisorsince 2001

Olivia Martin East Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor, CRPC at Wells Fargo Advisors, LLC
Title:
Financial Advisor, CRPC Wells Fargo Advisors, LLC
Location:
East Lansing, Michigan
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor, CRPCsince Jan 2007

John Duke East Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalCounselorIndependent ContractorAdvisorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveHostCurriculum CoordinatorInstructional CoordinatorCurriculum SpecialistTraining Implementation SpecialistEducational ManagerManagersSchool AdministratorSales RepresentativeProperty ManagerReal Estate ManagerAdvertising Sales Agent

Experience & Education

Position:
Senior Mortgage Consultant NMLS# 81078 at Union Home Mortgage Corp., Member at Business Network...
Title:
Senior Mortgage Consultant at Union Home Mortgage Corp.
Location:
East Lansing, Michigan
Industry:
Financial Services
Work history:
Union Home Mortgage Corp. - East Lansing, MISenior Mortgage Consultant NMLS# 81078since Jun 2012Business Network International (BNI) Membersince Nov 2009
Skills:
Mortgage Lending, Investments, Loans, Strategic Financial Planning, Credit, FHA, Portfolio...
Financial Advisor at Raymond James Financial

Rhett Butler East Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantExaminerAdvisorInspectorChief Administrative OfficerChief ExecutiveBusiness AdministratorAnalystsProject ManagersOperations ManagerCommunity Service ManagerBachelor of ArtsGovernment Administration ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
International Business Consultant
Location:
East Lansing, Michigan
Industry:
International Trade and Development
Work history:
ALS Customs and Forwarding Customs SpecialistOct 2011 - Jan 2012State of Michigan - Lansing, Michigan AreaUnemployment Insurance Examiner (Limited Term Position)Mar 2011 - Sep 2011
Financial Advisor at Northwestern Mutual

Kevin Wing Lansing, MI

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing Manager

Experience & Education

Position:
Branch Manager at American Nationwide Mortgage Company
Title:
Branch Manager, American Nationwide Mortgage Company, Inc.
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
American Nationwide Mortgage Company - Lansing Michigan Branch, Serving all of MichiganBranch Managersince Jul 2013Concord Mortgage, Inc - Brighton MI, and Lansing MIMortgage Loan OriginatorMar 2013 - Jul 2013
Financial Advisor at New York Life

Matt Brege East Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentDirectorChief ExecutiveOperations ManagerBusiness Administrator

Experience & Education

Position:
Vice President, Market Director & Investment Officer at Tri-Star Trust Bank
Title:
Vice President, Market Director (Greater Lansing) & Investment Officer at Tri-Star Trust Bank
Location:
East Lansing, Michigan
Industry:
Investment Management
Work history:
Tri-Star Trust Bank - East Lansing, MIVice President, Market Director & Investment Officersince Jan 2013PNC - MichiganDirector, Institutional InvestmentsNov 2006 - Jan 2013
Skills:
Series 7, Fixed Income, Investments, Wealth Management, Advent, Bloomberg, FRP, PerformanceStation, ...
Financial Advisor at American Express Financial Ad..

Holli Bratt East Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerComputer Software ProfessionalSoftware TesterSoftware DevelopersComputer SpecialistAnalystAnalystsChief Administrative OfficerPartnerChief ExecutiveSupervisorQuality Assurance ProfessionalInspectorManagersClient Service OfficerPsychologistBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Manager, Regulatory Compliance Services at Vertafore
Location:
East Lansing, Michigan
Industry:
Computer Software
Work history:
Vertafore - E. Lansing, MIManager, Regulatory Compliance Servicessince Nov 2012Vertafore - East Lansing, MIQuality Assurance AnalystJan 2011 - Nov 2012
Financial Counselor at GreenPath

Wenxi Yu East Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberLogistics ManagerTeaching AssistantEducational Assistant TeacherBachelor of ArtsLogistician

Experience & Education

Work

Company:
Michigan state university - East Lansing, MI
International students orientation assistant
Company:
China life insurance co. ltd - Luoyang, Henan, China
Bank insurance marketing associate

Skills

MS Word, Excel, Access, SAP, SQL, Communication, Economics, Data Analysis, Financial Consulting

Katherine Mortensen East Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssociate AttorneyLaw ClerkLawyersJudicial Law ClerkJuris DoctorBachelor of ArtsSecurityResearcherSurvey ResearcherStudent Worker

Experience & Education

Work

Company:
Churchwyble, p.c
Associate attorney
Company:
Churchwyble, p.c - Lansing, MI
Law clerk

Yuan Xue East Lansing, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLeaderAnalystManagersAnalystsMaster of ScienceBachelor of ScienceStudent WorkerOperations Manager

Experience & Education

Work

Company:
Michigan state university - East Lansing, MI
Equity analyst of msu student investment fund
Company:
Nuctech company
Assistant executive

Jerry Whitaker East Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSAP ConsultantIT ConsultantProgrammerComputer ProgrammerComputational ScientistIT ManagerComputer ScientistsInformation Technology DirectorSenior AdvisorAdvisorLead QA EngineerQuality EngineerCompliance EngineerMaster of ScienceBachelor of Science

Experience & Education

Work

Company:
Ibm
Sap consultant
Company:
Novadyn advisors - Tampa, FL
Capital raiser

Lindsey Halverson Lansing, MI

Professions & Specialties

AnalystProject ManagerApprenticeAnalystsHuman Resources SpecialistRecruitmentProject ManagersStudent WorkerSurvey Researcher

Experience & Education

Work

Company:
John henry multi packaging solutions - Lansing, MI
Intern/assistant hr project manager
Company:
Delphi automotive systems - Troy, MI
Information technology intern

Chad Johnson Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberAgentSales AgentSales RepresentativeMaster of ScienceResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Wealth Management at Morgan Stanley Wealth Management
Title:
Morgan Stanley Wealth Management
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Wealth Managementsince Dec 2012Ameriprise Financial Services, Inc. Associate Financial AdvisorAug 2012 - Dec 2012

Theodore Bien Ann Arbor, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativePlannerCounselorAdvisorVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Sigma financial corporation
Financial consultant/investment advisory representative
Company:
Sigma financial - Ann Arbor, MI
Case planner/financial consultant

Kendra Webster Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
J.p. morgan chase & co - Chicago, IL
Analyst, private bank

Clarisse Tur Cleveland, OH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AssociateResearch AssistantMathematicsResearch SpecialistResearch ScientistResearcherSurvey ResearcherMathematicianTeaching AssistantEducational Assistant TeacherLeaderSecurityConstructionManagersModelMaster of Business AdministrationDoctor of PhilosophyMaster of ScienceBachelor of ScienceMarket Research AnalystSoftware DeveloperSoftware Developers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Merrill Lynch - Cleveland/Akron, Ohio AreaFinancial Advisorsince Sep 2012Merrill Lynch - Cleveland/Akron, Ohio AreaFinancial Advisor TraineeJun 2012 - Sep 2012
Skills:
Fluent French, Fluent Turkish, Good German, Technical Marketing, Nuclear Physics, New Product...
Languages:
French, Turkish, German

Jonathan Catlin Syracuse, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagement AnalystSupervisorAnalystsManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsMaster of ScienceStudent WorkerMarket Research Analyst

Experience & Education

Position:
Global Wealth Management Analyst at Morgan Stanley
Title:
Global Wealth Management Analyst at Morgan Stanley Wealth Mangement
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley - Syracuse, New York AreaGlobal Wealth Management Analystsince Jun 2013Michigan State University Development- "MSU Greenline" - East Lansing, MISupervisorAug 2011 - Jun 2013
Languages:
English, French
and Financial Advisor teams to gain extensive insight..

Bob Musumeci Louisville, KY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantConsumer Goods ProfessionalCommodities ClerkMaster of Business AdministrationBachelor of ScienceAdvisorStudent WorkerOperations Manager

Experience & Education

Position:
Quality Finance at GE
Title:
Finance at GE
Location:
Louisville, Kentucky
Industry:
Consumer Goods
Work history:
GE - Louisville, Kentucky AreaQuality Financesince 2011Michigan State University MBA in Finance Class of 2011Aug 2009 - Sep 2011
Financial Advisor at Morgan Stanley

Kevin Destefanis Tempe, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance Service SpecialistInsurance ProfessionalUnderwriter

Experience & Education

Work

Company:
Edward jones
Operations insurance specialist
Company:
Edward jones - Tempe, AZ
Insurance service specialist ii

Skills

Exceptional customer service sills and in depth knowledge of annuities and riders

Jennifer Foran St Heights, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant ManagerRepresentativeManagersClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Ameriprise financial/h&r block financial
Financial advisor
Company:
Huntington national bank/investment co - Sterling Hts, MI
Assistant manager/investment representative

Kaylan Sweno Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentMaster of ScienceCoordinatorManagersTalent AgentSupporting MemberEntrepreneurTeam MemberResearch AssistantResearcherSurvey ResearcherComputer Software ProfessionalSoftware DevelopersAnimal DoctorAnimal Care GiverAnimal CaretakerOwnerChief ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Recruiter at Allstate Insurance
Title:
Partnering Financial Professionals with successful Allstate Agents
Location:
Greater Chicago Area
Industry:
Insurance
Work history:
Allstate Insurance - Northbrook, ILSenior Recruitersince Jul 2009Allstate Insurance - Northbrook, ILRecruiting CoordinatorJan 2009 - Jul 2009
Skills:
Financial Services, Applicant Tracking Systems, Insurance, Recruiting, Health Insurance,...
Languages:
Spanish
Financial Advisor Network (FAN)

Etin Olomu Los Angeles, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerPartnerOperations ManagerDirector of OperationsChief ExecutiveSecurityEntertainment ProfessionalModelEntertainerTechnical Support SpecialistInformation Technology SpecialistSystems Support SpecialistSupport SpecialistsIT SpecialistCustomer ServiceAdvisorComputer ConsultantIT ConsultantStudent WorkerPostsecondary TeacherLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Account Executive at DZ Solutions
Location:
Greater Los Angeles Area
Industry:
Information Technology and Services
Work history:
DZ Solutions - Los Angeles, CAAccount Executivesince Nov 2012DSLMi - Ann Arbor, MIBusiness Development / Operations ManagerMay 2010 - Jun 2012
Financial Consultant at Hantz Group

Mai Tran Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Support AnalystSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeChairpersonVice PresidentChairman of the BoardOperations ManagerDirector of OperationsChief ExecutivePromotions ManagerManagerOwnerCorporate ExecutiveMarket Research AnalystAdministrative ClerkClerical SpecialistOffice ClerkResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Sales Support Analyst at Kernel Season's
Title:
Sales Analyst at Kernel Season's
Location:
Greater Chicago Area
Industry:
Food Production
Work history:
Kernel Season's - Elk Grove Village, ILSales Support Analystsince Jan 2011Kernel Season's - Elk Grove Village, ILMarketing OperationsJan 2009 - Dec 2010
Skills:
Microsoft Excel, Marketing, Analysis, Inventory Management, Budgets, Customer Service, Sales,...
Financial Advisor/Manager to Owner

Joe Sidor Detroit, MI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTreasurerFinancial OfficerFinancial ManagerChief Administrative OfficerOperations ManagerChief ExecutiveSupporting MemberAnalystNon-ProfitTeam MemberAnalystsBachelor of Business AdministrationAutomotive SpecialistAutomotive ProfessionalStudent Worker

Experience & Education

Position:
Commodity Business Planning at Ford Motor Company
Title:
Commodity Business Planning Financial Analyst at Ford Motor Company
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ford Motor Company - Dearborn, MICommodity Business Planningsince May 2012Spartan Consulting Inc. - East Lansing, MITreasurerApr 2011 - May 2012
Skills:
Leadership Development, Team Building, Financial Analysis, Forecasting, Financial Planning,...
Financial Advisor Associate at Citigroup-Smith Bar..

Brett Babel Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersAccount ManagerTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperResearch AssistantResearcherSurvey ResearcherAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Solutions Leader, Consumer Markets at IXI Services, a division of Equifax
Title:
Solutions Leader at IXI Services, a division of Equifax
Location:
Denver, Colorado
Industry:
Information Services
Work history:
IXI Services, a division of Equifax - Denver, COSolutions Leader, Consumer MarketsIXI Services, a division of Equifax - Greater Denver AreaAccount Manager, Consumer Markets2012 - 2013
Financial Advisor at Merrill Lynch

Greg Rozmarin Phoenix, AZ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManager in TrainingManagersAccounts ReceivableSales ExecutiveSales ManagerAssistant ManagerTeam LeaderOwnerOperations ManagerChief ExecutiveMarketing InternAdvertising ProfessionalMarketing ProfessionalAdvertising Sales AgentBachelor of AgricultureMaster of Communication DisordersHostAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Management Trainee at Enterprise Rent-A-Car
Location:
Phoenix, Arizona Area
Industry:
Transportation/Trucking/Railroad
Work history:
Enterprise Rent-A-Car - Multiple branchesManagement Traineesince Nov 2012Scottsdale.com and CitiesPlanet.com - 7580 E Gray Rd #201 Scottsdale, AZ 85260Sales ExecutiveJul 2012 - Nov 2012
Financial Advisor

Jing Li Kalamazoo, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCost AccountantAccounting ClerkAccounting AnalystFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Rhc holding corp
Cost accountant
Company:
Titan advisory firm, llc - Portage, MI
Staff accountant & financial advisor

Tom Mills Grand Rapids, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject ManagersOperations ManagerHigh School TeacherSchool AdministratorEducational ManagerSecondary School TeacherBachelor of ScienceSports ManagerSports Trainers

Experience & Education

Work

Company:
Capstone financial advisors/harbour investments - Grand Rapids, MI
Financial advisor
Company:
Saginaw child abuse and neglect council - Saginaw, MI
Project manager


Financial Consultants near East Lansing, MI04386129172215LansingJacksonOkemosHowellHoltMasonOwossoAlbionSaint JohnsPortland



Financial Consultants around East Lansing, MI

Albion  (2)
Bath  (2)
Charlotte  (2)
Corunna  (1)
Dewitt  (2)
Durand  (2)
Fowlerville  (1)
Grand Ledge  (1)
Grass Lake  (1)
Haslett  (1)
Holt  (4)
Howell  (8)
Jackson  (38)
Laingsburg  (1)
Lansing  (213)
Mason  (4)
Morrice  (1)
Okemos  (19)
Onondaga  (1)
Owosso  (3)
Parma  (2)
Perry  (2)
Portland  (2)
Saint Johns  (2)
Spring Arbor  (1)

Financial Consultants in Michigan

Sub-specializations

Financial Consultant  (31)