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Financial Consultants in Oregon

Financial Consultants in Eugene, OR

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198 results found

Iverson Jason Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Counselor • Philanthrope • Advisor • Non-Profit • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder, Fund Manager, Lead Consultant at JRI Enterprise, Service and Lending Consultant at...
Location:
Eugene, Oregon Area
Industry:
Banking
Work history:
JRI Enterprise Founder, Fund Manager, Lead Consultantsince Sep 2008Pentagon Federal Credit Union Service and Lending Consultantsince Jun 2008
Skills:
Personal Finance, Financial Planning, Consulting and Efficiency Management, Behavioral Economics,...
licensed financial advisor and investment professional
Full Profile

Jeff Schopfer Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Project Managers • Financial Manager

Experience & Education

Position:
Escrow/Marketing at AmeriTitle, Financial Advisor at CAS Financial
Title:
Escrow/Marketing at AmeriTitle
Location:
Eugene, Oregon Area
Industry:
Commercial Real Estate
Work history:
AmeriTitle Escrow/Marketingsince Nov 2008CAS Financial Financial Advisorsince Apr 2008
Full Profile

Fred Wright Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Construction • Contractor • Advisor • Purchasing Manager • Purchasing Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Independent Business Owners

Experience & Education

Position:
Wood Products Financial Consultant at Self Employed Consultant (Management)
Title:
Wood Products Financial Consultant
Location:
Eugene, Oregon Area
Industry:
Paper & Forest Products
Work history:
Self Employed Consultant (Management) - Springfield, ORWood Products Financial Consultantsince Feb 2011Enviva, LLC - Roanoke Rapids, NCConstruction Purchasing ManagerAug 2012 - Feb 2013
Full Profile

Dani Pohl Eugene, OR

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 • Office Clerk • Clerical Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Eugene, Oregon AreaFinancial Advisorsince Feb 2008First American Title - EugeneAccount Executive, MarketingJun 2007 - Feb 2008
Full Profile

Joey Ferrin Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor in Central Oregon at LPL Financial
Location:
Eugene, Oregon Area
Industry:
Investment Management
Full Profile

Gary Jurden Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Non-Profit • Financial Analyst • Nurse • Nurse Practitioner

Experience & Education

Position:
Chairman of Board of Trustees at Northwest Christian University, Trustee at Emmanuel Christian...
Title:
Financial Advisor at Ameriprise Financial
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Northwest Christian University - Eugene, Oregon AreaChairman of Board of Trusteessince Mar 2013Emmanuel Christian Seminary Trusteesince Oct 2010
Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Financial Planner Board of Standards, Inc.
Chartered Advisor of Philanthropy, American College
Full Profile

Lucas Widoff Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Professional • Advertising Sales Agent • Fundraiser • Fundraising Officer • Philanthrope • Non-Profit • Sales Representative • Sales Agent • Financial Compliance Examiner • Auditor • Managers • Analysts • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Eugene, Oregon
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince Apr 2012Great American Merchandise and Events Events Marketing SpecialistOct 2010 - Mar 2012
Certifications:
Series 7, OR. AZ. ID. CO. NY. CA. NJ. WA.
Series 66
Full Profile

Clayton Camper Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Forester

Experience & Education

Work

Company:
Thrivent financial
Financial advisor
Company:
Montana tech of the university of montana - Butte, MT
Resident assistant

Skills

Proficient in Microsoft Word, Excel, PowerPoint, Outlook & Access
Full Profile

Samantha Dragt Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Associate in Applied Science • Managers

Experience & Education

Work

Company:
Mckenzie willamette medical center
Financial counselor
Company:
Mckenzie willamette medical center - Springfield, OR
Pfs rep ii
Full Profile

Hannon Gerald Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Chase Investment Services Copr.
Title:
Financial Advisor at JPMorgan Chase
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
Chase Investment Services Copr. Financial Advisorsince Feb 1992
Full Profile

Jamie Olson Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at U.S. One, Inc.
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
U.S. One, Inc. Financial Advisor
Full Profile

Scott Hubbs Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Wellness and Fitness

Experience & Education

Position:
Owner at Wellness Outfitters International, Financial Advisor at Waddell & Reed Financial Services
Title:
Wellness Outfitters International
Location:
Eugene, Oregon Area
Industry:
Health, Wellness and Fitness
Work history:
Wellness Outfitters International Ownersince Aug 2008Waddell & Reed Financial Services Financial Advisorsince Mar 2008
Full Profile

Girl Youdontknow Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at U'SAgain
Location:
Eugene, Oregon Area
Industry:
Renewables & Environment
Work history:
U'SAgain Financial Advisor
Full Profile

Eric Tollefson Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
Smith Barney Financial Advisor
Full Profile

Alen Joanis Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at JPMorgan Chase
Location:
Eugene, Oregon Area
Industry:
Banking
Work history:
JPMorgan Chase Financial Advisor
Full Profile

Howard Widoff Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Citigroup
Location:
Eugene, Oregon Area
Industry:
Investment Management
Work history:
Citigroup Financial Advisor
Full Profile

Xiaoqing Yang Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Northwest Community Credit Union
Location:
Eugene, Oregon Area
Industry:
Banking
Work history:
Northwest Community Credit Union Financial Consultant
Full Profile

Robert Broten Eugene, OR

Professions & Specialties

Financial Consultant • Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Loan Officer at Summit Funding, Registered Investment Advisor Representative at Quality...
Title:
Financial Advisor and Sr. Mortgage Banker
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Summit Funding Senior Loan Officersince Nov 2010Quality Financial Group, Inc Registered Investment Advisor Representativesince Oct 2008
Full Profile

Jeremy Vlach Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince May 2009Smith Barney Second Vice President - InvestmentsNov 1999 - Mar 2009
Full Profile

Jack Oeming Eugene, OR

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Counselor • Management Analyst • Advisor • Analysts • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Financial Manager • District Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President Financial Consultant at D.A. Davidson & Co.
Title:
Senior Vice President-Financial Consultant CIMA (r)
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
D.A. Davidson & Co. Senior Vice President Financial Consultantsince May 2010Morgan Stanley Smith Barney Senior Vice President-Wealth ManagementJul 1978 - May 2010
Full Profile

Curt Rasmussen Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Registered representative at New York Life Insurance Company
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Registered representativesince Dec 2008Mid valley glass Outside sales1991 - 2008
Skills:
Computer Literate, Customer Relations, Creative Problem Solving, Insurance, Life Insurance,...
Financial advisor
Full Profile

Zachary Blalack Eugene, OR

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 for the Private Wealth Advisory Practice of Robert Welle, CFP at Ameriprise...
Title:
Financial Advisor at Ameriprise Financial
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Eugene and Salem, OregonFinancial Advisor for the Private Wealth Advisory Practice of Robert Welle, CFPsince Jan 2013
Skills:
Retirement Planning, Retirement, Investments, Strategic Financial Planning, Credit, Insurance,...
Full Profile

Kelly Higgins Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Manager • Chief Executive • Community Service Manager

Experience & Education

Position:
Financial Consultant at LPL Financial
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
LPL Financial Financial Consultantsince Jul 2010Edward Jones - Eugene, Oregon AreaFinancial AdvisorJun 2001 - Jul 2010
Languages:
English, Japanese
Full Profile

Karen Saxe Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor II: Foreclosure Intervention at NEDCO (Neighborhood Economic Development...
Title:
Lead Financial Counselor: Foreclosure Intervention at NEDCO (Neighborhood Economic Development Corporation)
Location:
Eugene, Oregon
Industry:
Public Policy
Work history:
NEDCO (Neighborhood Economic Development Corporation) - Springfield, OregonFinancial Counselor II: Foreclosure Interventionsince Oct 2011United Way Lane County Success by 6 & Promise Neighborhoods InternJun 2010 - Sep 2010
Full Profile

Gene Swan Eugene, OR

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Private Banker, Business Consultant, Commercial real estate advisor and lender....
Title:
Morgan Stanley
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Swan & Associates, LLC - Eugene, OregonFinancial Advisor, Private Banker, Business Consultant, Commercial real estate advisor and lender.since Nov 2011Morgan Stanley Financial Advisorsince Nov 2011
Full Profile

Leo Alapont Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Nov 2006Maxim Integrated Products Business ManagerFeb 2000 - Nov 2006
Skills:
Quality long-term investment opportunities that include a broad mix of municipal, government and...
Full Profile

Ingrid Degroot Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • District Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Financial Consultant at D.A. Davidson & Co.
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
D.A. Davidson & Co. Associate Financial Consultantsince Jul 2011D.A. Davidson & Co. Financial ConsultantDec 2009 - Jul 2011
Full Profile

Parker Inabnet Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Jones & Roth Financial Advisors, LLC
Title:
Financial Advisor / Wealth Management / Retirement Planning / Estate Planning / Business Succession
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Jones & Roth Financial Advisors, LLC Financial Advisorsince Nov 2009I.M. Financial, LLC Financial Advisor and ownerAug 2002 - Nov 2009
Full Profile

Mark Lerfald Eugene, OR

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Future Planning Systems, Board of Directors, Area VP for Southern Oregon at...
Title:
Values-Based Financial Planner
Location:
Eugene, Oregon
Industry:
Financial Services
Work history:
Future Planning Systems - Eugene, Oregon AreaFinancial Advisorsince Aug 2011Pacific Northwest Section, United States Tennis Association Board of Directors, Area VP for Southern Oregonsince Aug 2010
Full Profile

Casey Mccright Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor & PIA Portfolio Advisor at Merrill Lynch
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Merrill Lynch - Eugene, ORFinancial Advisorsince Mar 2010
Skills:
Investments, Banking, Economics, Wealth Management, Financial Planning, Strategic Financial...
Full Profile

Hank Gillespie Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Drug Addiction Counselor • Addiction Counselor • Rehabilitation Counselor • Social Psychologist • Behavioral Consultant • Wellness and Fitness • Psychology Specialist

Experience & Education

Position:
Lead Chemical Dependency Counselor at Plan B Advisors, LLC
Location:
Eugene, Oregon Area
Industry:
Health, Wellness and Fitness
Work history:
Plan B Advisors, LLC Lead Chemical Dependency Counselorsince Jan 2005Plan B Advisors LLC Senior Financial ConsultantDec 1989 - Dec 2009
Full Profile

Mike Atterberry Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Member at Lane Leaders Association, Financial Advisor at Northwestern Mutual Financial Network
Location:
Eugene, Oregon Area
Industry:
Insurance
Work history:
Lane Leaders Association Membersince 2010Northwestern Mutual Financial Network - Eugene, Oregon AreaFinancial Advisorsince Jan 1999
Full Profile

Emily Harvey Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince May 2011
Languages:
Spanish - Conversational
Full Profile

Jane Olbekson Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Allied Securities
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
First Allied Securities Financial AdvisorSmith Barney Financial AdvisorSep 2000 - Feb 2007
Full Profile

Anthony Lee Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Senior Judgment Collector at Law firm of Daniel N Gordon, PC
Title:
Judgment Collector/ Financial Advisor at Daniel N Gordon P.C.
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Law firm of Daniel N Gordon, PC Senior Judgment Collectorsince Sep 2008Key Bank Internet Services/ Telephone BankingDec 2007 - May 2008
Full Profile

Terry Felton Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
FINANCIAL ADVISOR at Waddell & Reed
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Waddell & Reed FINANCIAL ADVISORMorgan Stanley Financial ServicesAug 2004 - Jul 2006
Full Profile

Lorri Craig Eugene, OR

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Jones and Roth
Title:
Certified Financial Planner at Jones and Roth Financial Advisors, LLC (Bend, Oregon office)
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Jones and Roth Financial AdvisorMetLife Financial AdvisorAug 2006 - Sep 2008
Full Profile

Anna Robbins Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Management Consultant • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Bachelor of Arts • Consumer Goods Professional • Commodities Clerk • Talent Agent • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Operations Manager

Experience & Education

Position:
Wealth Management Consultant at Tallus Capital Management, LPL Financial
Title:
Wealth Management Consultant at Tallus Capital Management
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Tallus Capital Management, LPL Financial - Bend, ORWealth Management Consultantsince May 2013Edward Jones - Bend, ORFinancial AdvisorMar 2008 - May 2013
Skills:
Stocks, IRAs, Succession Planning, Employee Relations, Coaching, Recruiting, Applicant Tracking...
Certifications:
Accredited Asset Management Specialist, College of Financial Planning
Full Profile

Aaron Goodman Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Customer Service • Client Service Officer • Chief Executive • Operations Manager • Computer Scientists

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor with Edward Jones
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Feb 2011University of Oregon Analyst 2 Software/Hardware, Information Services Help DeskJan 2009 - May 2011
Skills:
Strategic Financial Planning, Small Business, Entrepreneurship, Public Speaking, Customer Service,...
Full Profile

Harvey Isgur Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Field Technician • Technical Specialist • Technical Support Specialists • Area Manager • Managers • General Education • Chief Networking Officer • Customer Relations • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Field Technician at NW Services Ent. Inc
Location:
Eugene, Oregon Area
Industry:
Consumer Services
Work history:
NW Services Ent. Inc Field TechnicianBankers Life and Casualty Financial AdvisorApr 2003 - Jul 2003
Full Profile

Nadia Legorreta Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Associate • Organization Management • Board Member • Project Managers • Operations Manager • Management Team Executive

Experience & Education

Position:
Regional Program Associate at Rural Development Initiatives
Title:
Asset Building Financial Counselor II at NEDCO
Location:
Eugene, Oregon Area
Industry:
Nonprofit Organization Management
Work history:
Rural Development Initiatives Regional Program Associatesince Jul 2010Head Start of Lane County Board MemberSep 2009 - Sep 2011
Languages:
Spanish
Full Profile

Leonard Pinto Eugene, OR

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
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jan 2000
Full Profile

Cary Richardson Eugene, OR

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Eugene, Oregon Area
Industry:
Financial Services
Full Profile

Jeffrey Yamada Eugene, OR

Professions & Specialties

Financial Planner • Financial Consultant • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Director of Quality Control • Director of Operations • Compliance Manager • Financial Manager • Operations Manager • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner, Chief Compliance Officer at MCS Family Wealth Advisors
Title:
Wealth Counselor at MCS Family Wealth Advisors
Location:
Eugene, Oregon
Industry:
Financial Services
Work history:
MCS Family Wealth Advisors - Eugene, Oregon AreaFinancial Planner, Chief Compliance Officersince Sep 2004Post Advisory Group Director of Operations2003 - 2004
Languages:
English, German, Sranan Tongo, Dutch, French
NAPFA-Registered Financial Advisor
Full Profile

Rich Driessnack Eugene, OR

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Eugene, Oregon Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Nov 2007Velde GM SuperCentre Sales ProfessionalMay 2006 - Oct 2007
Skills:
401(k) rollovers, small business retirement plans, annuity analysis, portfolio analysis, tax-free...
Full Profile

Terence Felton Eugene, OR

Professions & Specialties

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

Experience & Education

Title:
FINANCIAL ADVISOR at Waddell & Reed
Location:
Eugene, Oregon Area
Industry:
Financial Services
Full Profile

Suzanne Johannsen Eugene, OR

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor, Franchise Owner
Location:
Eugene, Oregon Area
Industry:
Financial Services
Full Profile

Dave Bonebrake Eugene, OR

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Bonebrake Financial Planning and Investments
Location:
Eugene, Oregon Area
Industry:
Financial Services
Full Profile

Bob Broten Eugene, OR

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor and Sr. Mortgage Banker
Location:
Eugene, Oregon Area
Industry:
Financial Services
Full Profile

Christian Beck Eugene, OR

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:
Vice President - Financial Consultant at Charles Schwab
Location:
Eugene, Oregon
Industry:
Financial Services
Work history:
Charles Schwab - Eugene, ORVice President - Financial Consultantsince Jun 2012
Full Profile


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