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Financial Consultants in Englewood, CO

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124 results found

Brian Roney Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Financial Analyst • Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Model • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Automotive Specialist • Automotive Professional • Student Worker

Experience & Education

Position:
Senior Financial Analyst at Arrow Electronics
Location:
Greater Denver Area
Industry:
Capital Markets
Work history:
Arrow Electronics - Englewood, COSenior Financial Analystsince Jan 2013Various consultancy roles - Denver, COFinancial ConsultantMar 2011 - Dec 2012
Full Profile

Scott Julsen Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Admissons at Jones International University
Title:
Sales - Account Management - Business Development
Location:
Greater Denver Area
Industry:
Education Management
Work history:
Jones International University - Englewood, COAdmissonssince May 2010Edward Jones - Greater Denver AreaFinancial AdvisorNov 2008 - Jan 2010
Skills:
Public Speaking, Staff Development, Leadership Development, Adult Education, Higher Education,...
Full Profile

Amy Sidoroff Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Partner • Chief Executive • Instructor • Pedagogue • Leader • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Marketing Manager • Operations Manager • Corporate Executive • Non-Profit • Sales Person • Sales Representative • Bachelor of Science • High School Diploma • Biotechnology Professional • Biologist • Biological Scientist • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist • Advertising Professional • Internet Marketing Manager • Web Marketer • Brand Planner • Brand Representative • Advertising Sales Agent • Sports Trainers

Experience & Education

Position:
President at Sidoroff Consulting & Marketing, Owner and President at Pink'd
Title:
Solutions-Oriented Sales Professional Delivering the Wow Factor!
Location:
Greater Denver Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Sidoroff Consulting & Marketing - Evergreen, COPresidentsince Apr 2012Pink'd Owner and Presidentsince 2009
Skills:
Account Management, Consultative Selling, Sales, Key Account Relationship Management, Consultative...
Derek Pilkington-New York Life Financial Advisor
Full Profile

Corey Daniels Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Independent Business Owners • Senior Customer Service Representative • Recognition • Contractor • Counselor • Advisor • Human Resources Specialist • Recruitment • Master of Science • Operations Manager

Experience & Education

Position:
Financial Consultant at Prudential Financial
Title:
Financial Professional at Prudential Financial
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Prudential Financial - Englewood, CoFinancial Consultantsince Jan 2013Senior Life Insurance Company Senior AgentNov 2011 - Jan 2013
Skills:
Insurance, Customer Service, Marketing, Outside Sales, Motivated self-starter, Training, Life...
Languages:
English
Full Profile

Nick Donaldson Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Investment Adviser Representative of Park Avenue Securities at Financial Advisor at Wealth...
Title:
Empowering Clients to Take Charge of Their Financial Futures
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Financial Advisor at Wealth Strategies Group - Greenwood Village, COInvestment Adviser Representative of Park Avenue Securitiessince Oct 2011ING Financial Partners - Greenwood Village, COInvestment Adviser RepresentativeJul 2009 - Sep 2011
Skills:
Financial Planning, Financial Advisory, Alternative Investments, Investment Strategies, Investment...
Certifications:
Series 6, FINRA
Series 7, FINRA
Full Profile

Lori Stephenson Denver, CO

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Chairperson • Operations Manager • Chief Executive • Bachelor of Science • Construction • Sales Representative

Experience & Education

Position:
Financial Services Representative at MetLife of the Rockies, an office of MetLife
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
MetLife of the Rockies, an office of MetLife - 6400 S Fiddler's Green Circle Suite 600 Greenwood Village, CO 80111Financial Services Representativesince Oct 2011Edward Jones - Lakewood COFinancial AdvisorOct 2009 - Aug 2011
Full Profile

Graham Torrey Denver, CO

Professions & Specialties

Financial Consultant • Loan Processor • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Production Manager • Production Director • Customer Service • Client Service Officer

Experience & Education

Position:
Senior Mortgage Financial Advisor at All Western Mortgage
Location:
Greater Denver Area
Industry:
Real Estate
Work history:
All Western Mortgage - Greenwood Village, COSenior Mortgage Financial Advisorsince Oct 2012Pulte Mortgage - Englewood, COOperation Production ManagerJul 2009 - Nov 2012
Full Profile

Steve Zahorik Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Marketing Administrator • Chief Executive • Department Supervisor • Operations Manager • Master of Business Administration • Sales Representative • Automotive Professional

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Greenwood Village, COFinancial Advisorsince Apr 2007R H Donnelly (Formerly Dex Media) Lead Marketing ManagerJul 1998 - Nov 2006
Skills:
Investments, Long-term Care, Portfolio Management, Insurance, Financial Services
Full Profile

Marc Hesting Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Controller at Key Lime Air
Location:
Greater Denver Area
Industry:
Aviation & Aerospace
Work history:
Key Lime Air - Englewood, COControllersince 2008AG Edwards - Greenwood Village, COFinancial Advisor2005 - 2006
Full Profile

Nancy Sifuentes Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Human Resources Specialist • Recruitment • Supporting Member • Independent Contractor • Team Member • Contractor • Independent Business Owners • Coordinator • Business Administrator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Advisor at Self Employed
Title:
Sr. Recruiter Associate at Sun Microsystems
Location:
Greater Denver Area
Industry:
Human Resources
Work history:
Self Employed Financial Advisorsince Jun 1994Sun Microsystems - Broomfield, COSr. Recruiting Associate/Brio Reports SpecialistOct 2007 - Aug 2009
Full Profile

Dave Rhode Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Manager • Operations Manager • Project Managers • Project Manager • Geo Scientist • Geoscientist • Master of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Financial Advisor at RBC Wealth Management
Title:
Vice President - Financial Advisor, RBC Wealth Management
Location:
Greater Denver Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Greenwood Village, COVice President - Financial Advisorsince Feb 2009Smith Barney Morgan Stanley Second Vice President/Financial AdvisorApr 1996 - Feb 2009
Skills:
Wealth Management, Investments, Investment Strategies, Retirement Planning, Portfolio Management,...
Full Profile

David Keller Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Field Representative • Compliance Officer • Chairperson • Business Development Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Park Avenue Securities, Field Representative at Wealth Strategies...
Title:
Helping to provide financial certainty in uncertain times
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Park Avenue Securities Financial Advisorsince 1987Wealth Strategies Group/Guardian Life - Greenwood Village, ColoradoField Representativesince Oct 1986
Skills:
Strategic Long Range Planning, Real Estate Broker License, Series 7, Series 63, Series 65,...
Full Profile

Joshua Huster Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Business Analyst at The Broe Group
Location:
Denver, Colorado
Industry:
Venture Capital & Private Equity
Work history:
The Broe Group - 216 Clayton StBusiness Analystsince Sep 2012GCG Financial, Inc. - Greenwood Village, COFinancial AdvisorJun 2010 - Sep 2012
Full Profile

Pedro Ayora Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Banking Manager • Financial Officer • Financial Manager

Experience & Education

Title:
Finance
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
OppenheimerFunds Retirement SpecialistJan 2010 - Mar 2012First Command Financial AdvisorJan 2010 - Jan 2011
Languages:
Spanish, English
Full Profile

Andrew Rohr Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Sports Trainers • Psychology Specialist • Operations Manager

Experience & Education

Position:
Assistant Manager Supply Chain - Global Cards at Western Union
Title:
Assistant Manager Supply Chain - Global Cards
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Western Union - Englewood, COAssistant Manager Supply Chain - Global Cardssince Dec 2011Merrill Lynch Financial Advisor2009 - 2009
Skills:
Financial Modeling, Financial Analysis, Competitive Analysis, Market Research, Valuation,...
Full Profile

Everton Sequeira Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Engineering Manager • Soil Engineer • Environmental Engineer • Master of Business Administration • Master of Science • Business Administrator • Service Operations Expert • Higher Education Professional • School Administrator • Educational Manager • Operations Manager • Corporate Executive • Chief Executive • Financial Manager • Supervisors

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Edward Jones - Aurora, ColoradoFinancial Advisorsince Jul 1998Chatfield Dean - Greenwood Village, COAccount ExecutiveJan 1998 - May 1998
Languages:
Hindi, Marathi, French
Certifications:
Certified Financial Planner®, CFP® Board
Accredited Asset Management Specialist®, College for Financial Planning
Full Profile

Anthony Paul Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist • Entertainer

Experience & Education

Position:
Financial Advisor at Morgan Stanley, Board of Directors at Denver Film Society
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Morgan Stanley - Englewood, COFinancial Advisorsince Oct 2008Denver Film Society Board of Directorssince Sep 2010
Full Profile

Max Gordon Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Data Entry Specialist • Data Scientist • Advertising Sales Agent • Student Worker • Operations Manager • Advisor • Non-Profit

Experience & Education

Position:
Principal at Vortex Warning Studios
Location:
Greater Denver Area
Industry:
Retail
Work history:
Vortex Warning Studios - Centennial, COPrincipalsince Jul 2012Mutual of Omaha Financial ConsultantApr 2011 - Jul 2012
Certifications:
Producer: Accident and Health, Life, Colorado Division of Insurance
Series 6, Finra
Full Profile

Travis Englert Englewood, CO

Professions & Specialties

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

Experience & Education

Work

Company:
Great-west financial
Sr. plan services account manager - jumbo market
Company:
Jpmorgan chase - Denver, CO
Financial advisor
Full Profile

Robert Tasker Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Country financial
Financial advisor
Company:
Metlife investments - Denver, CO
Financial advisor
Full Profile

Paul Bury Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager • Bachelor of Science • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Financial Consultant at Xcel Energy
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Xcel Energy Financial Consultantsince Apr 2002Cost Management Solutions - Highlands Ranch, COPresidentJan 2000 - Apr 2002
Languages:
French
Full Profile

Kelly Collins Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Broker • Mortgage Specialist • Loan Officers • Counselor • Advisor • Instructor • Pedagogue • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Master of Business Administration • Psychologist • Database Administration Professional • Database Administrator • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Registered Investment Advisor at Transamerica Financial Group
Title:
Financial Advisor, Financial Planning Consultant, Insurance Agent, Zumba Instructor
Location:
Greater Denver Area
Industry:
Environmental Services
Work history:
Transamerica Financial Group - Denver, CORegistered Investment Advisorsince Sep 2012Zumba Instructor2010 - 2013
Skills:
Public Speaking, Coaching, Customer Service, Marketing, Microsoft Office, Research, Sales,...
Certifications:
Series 7, FINRA
Full Profile

Robert Tasker Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Country financial
Financial advisor
Company:
Metlife investments - Denver, CO
Financial advisor
Full Profile

Michael Mccubbin Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Basketball Coach • Sports Game Coach • Director • Operations Manager • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Key investment services - Denver, CO
Financial advisor
Company:
Edward jones - Colorado Springs, CO
Financial advisor
Full Profile

Theodore Smith Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Work

Company:
Defense finance accounting services - Denver, CO
Company:
Defense finance accounting services - Denver, CO
Financial/resource advisor
Full Profile

Micheal Paul Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Accounts Receivable • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Chairperson • Operations Manager • Corporate Executive • Chief Executive • Bachelor of Science • Associate of Science • Certified Medical Assistant • Medical Assistant • Healthcare Support • Property Manager • Real Estate Manager • Reporter

Experience & Education

Position:
Financial Advisor at Edward Jones, Principal at Envisage Finance, Ltd.
Title:
Financial Advisor at Edward Jones
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Dec 2012Envisage Finance, Ltd. Principalsince May 2012
Skills:
Small Business Lending, Commercial Mortgages, Credit, Analysis, Small Business, Commercial Lending, ...
Full Profile

Mckenzie Ray Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at M.J. Smith and Associates
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
M.J. Smith and Associates - Greenwood Village, COFinancial Consultantsince Sep 2012Janus Capital Group - Denver, ColoradoINTERNAL SALES CONSULTANTOct 2011 - Sep 2012
Full Profile

Greg Giunto Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Chief Executive • Mathematician

Experience & Education

Position:
Account Executive at RPA Insurance Services
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
RPA Insurance Services - Greenwood Village, COAccount Executivesince Jul 2013Merrill Lynch Financial AdvisorFeb 2012 - Jun 2013
Skills:
Series 7, Investments, Strategic Financial Planning, Retirement Planning, 401k, Insurance,...
Full Profile

Kaleab Tewahade Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Infinity Wealth Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Infinity Wealth Management - 5200 Parkway.suit 250 Greenwood Village,CO 80111Financial Advisorsince Feb 2009Mutual of Omaha - Greater St. Louis AreaInsurance AgentApr 2000 - Mar 2002
Full Profile

David Groat Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Groat & Soucie, LLC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Groat & Soucie, LLC - 6501 E. Belleview Ave., Ste. 110, Englewood, CO 80111Financial Consultantsince 2002
Skills:
Securities, FINRA, Finance, Retirement Planning, Retirement, Strategic Financial Planning, Mutual...
Full Profile

Curtis Duffus Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at GCG Financial, Partner at The Ice Guys
Title:
Financial Advisor at GCG Financial
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
GCG Financial - Greenwood Village, COFinancial Advisorsince Sep 2011The Ice Guys Partnersince Apr 2010
Full Profile

Josh Johnson Englewood, CO

Professions & Specialties

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

Experience & Education

Title:
Experienced Financial Advisor
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Merrill Lynch - Jacksonville, Florida AreaFinancial Solutions Advisor2008 - Nov 2010
Full Profile

Kathryn Mihalko Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Sales Person • Sales Representative • Master of Science • Chief Executive • Operations Manager • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Senior Registered Client Service Associate at UBS Wealth Management, Financial Advisor at Morgan...
Title:
Senior Registered Client Service Associate at UBS Wealth Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Greater Denver AreaSenior Registered Client Service Associatesince May 2013Morgan Stanley Wealth Management - Englewood, COFinancial Advisorsince 2009
Certifications:
Series 7, Series 63, Series 3, Series 8, Series 65, Financial Industry Regulatory Authority
Full Profile

Robert Bachman Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Wealth Manager at G5 Financial Group
Title:
Wealth Manager
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
G5 Financial Group - Greenwood Village COWealth Managersince Feb 2006AIG Financial Services Financial AdvisorJan 1979 - Apr 2006
Full Profile

David Morrison Denver, CO

Professions & Specialties

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

Experience & Education

Position:
LPL Financial Advisor at Prosperion Financial Advisors
Title:
LPL Financial Advisor, Prosperion Financial Advisors, LPL Financial
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Prosperion Financial Advisors - Greenwood Village, COLPL Financial Advisorsince Apr 2004
Skills:
Strategic Financial Planning, Retirement Planning, Estate Planning, Financial Advisory, Securities, ...
Full Profile

Eric Boyd Englewood, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Transamerica
Title:
Financial Advisor
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Transamerica - Denver, COFinancial Advisorsince Sep 2011Ownit Mortgage Solutions Account ExecutiveJan 2005 - Dec 2006
Full Profile

Nicholas Hamilton Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 5251 DTC Parkway Suite 1500, Greenwood Village, CO. 80111Financial Advisorsince Oct 2008Merrill Lynch Financial AdvisorJan 2004 - Oct 2008
Full Profile

Nathaniel Cicotello Englewood, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Charles Schwab
Title:
Financial Consultant at Charles Schwab & Co., Inc.
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
Charles Schwab Financial Consultantsince Aug 1999
Full Profile

Jennifer Renner Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Consultant at TIAA-CREF
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
TIAA-CREF Financial Consultantsince Jan 2011Charles Schwab - Englewood, COAssociate Portfolio ConsultantApr 2005 - Oct 2010
Full Profile

David Repka Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Officer • Civil Servant

Experience & Education

Position:
Owner at Creative Financial Solutions
Title:
President of Creative Financial Solutions Inc., specializing in fee based financial planning and investment management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Creative Financial Solutions - 9800 Mt. Pyramid Ct. Suite 400, Englewood Colorado 80112Ownersince Jul 1995Ferum and Associates - Denver ColoradoFinancial AdvisorMay 1993 - Jun 1995
Skills:
Investment Management, Financial Planning, Retirement Planning, Financial Advisory, Wealth...
Full Profile

Ron Vermillion Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Colorado Financial Partners (LPL)
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Colorado Financial Partners (LPL) - Greenwood Village, COFinancial Advisorsince Feb 2013
Full Profile

John Bissell Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Treasurer • Financial Officer • Financial Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Treasurer at Colorado Youth Soccer, Financial Advisor at Wealth Concepts LLC, Independent Broker...
Title:
Finabcial Advisor Wealth Concepts LLC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Colorado Youth Soccer Treasurersince Jan 2012Wealth Concepts LLC Financial Advisorsince 2010
Full Profile

Rick Kerstiens Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Sales Director • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Agency Owner at 1st Consumer Financial Solutions
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
1st Consumer Financial Solutions - Greenwood Village, COAgency Ownersince May 2013MetLife Agency Sales Director / Financial AdvisorJan 2009 - May 2013
Full Profile

Jamie Fey Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Owner • Chairperson • Marketing Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Financial Advisor at Transamerica Financial Advisors, Inc., Marketing Coordinator at Good Sam...
Title:
Financial Advisor at Transamerica Financial Advisors, Inc.
Location:
Greater Denver Area
Industry:
Accounting
Work history:
Transamerica Financial Advisors, Inc. - Greater Denver AreaFinancial Advisorsince May 2013Good Sam Ventures - Englewood, COMarketing Coordinatorsince May 2011
Full Profile

Ora Demorrow Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greenwood Village, COFinancial Advisorsince Jan 2011
Skills:
FINRA, Life Insurance, Health Insurance, Annuities, Long Term Care Insurance, Investments,...
Languages:
English, French
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Lex Hackley Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Independent Business Owners • Operations Manager • Corporate Executive • Business Administrator • Independent Contractor • Contractor

Experience & Education

Position:
Financial Professional at Prudential
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Prudential - Greater Denver AreaFinancial Professionalsince Oct 2012Life Certain Wealth Strategies, LLC - Greenwood Village, COFinancial Consultant / PartnerJul 2004 - Aug 2012
Skills:
New Business Development, Forecasting, Business Planning, Negotiation, Finance, Budgets, Fixed...
Full Profile

Bradley Trujillo Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at The Nice Group of Raymond James
Title:
Financial Advisor, Wealth Management Specialist
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
The Nice Group of Raymond James - Denver, COFinancial Advisorsince Apr 2012Morgan Stanley Smith Barney - Englewood, COFinancial AdvisorJun 2009 - Apr 2012
Skills:
Retirement Planning, Wealth Management, Estate Planning, Series 65, Uniform Combined State Law
Full Profile

Deanna Myer Denver, CO

Professions & Specialties

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

Experience & Education

Position:
AVP, Sr. Financial Advisor, CFM, CRPC at Merrill Lynch
Title:
AVP, Sr. Financial Advisor, CFM, CRPC at Merrill Lynch Investment Managers
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greenwood Village, COAVP, Sr. Financial Advisor, CFM, CRPCsince 1982
Skills:
Fundraising, Series 7, Philanthropy, Financial Analysis, Wealth Management, Investments,...
Full Profile

Dave Evans Englewood, CO

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President Financial Advisor at RBC Wealth Managemnet, senior Vice President Financial...
Title:
Senior Vice President Financial Advisor
Location:
Englewood, Colorado
Industry:
Financial Services
Work history:
RBC Wealth Managemnet Senior Vice President Financial Advisorsince Sep 2012RBC Wealth Management - 5251 DTC PKWY # 1200;Greenwood Village,Co. 800111Senior Vice President Financial Advisorsince Sep 2012
Skills:
Portfolio Management, Income Planning and Risk Management
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Kim Kennedy Denver, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Presidential Brokerage, Inc
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Presidential Brokerage, Inc - Greenwood Village, COFinancial Advisorsince Jul 2012VALIC Financial Advisors, Inc. Financial AdvisorMar 2007 - Jun 2012
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Financial Consultants near Englewood, CO05681,1361,7042,2722,840DenverLittletonArvada