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Financial Consultants in Virginia

Financial Consultants in Fairfax, VA

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99 results found

Diane Fernbacher Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Technician • Organization Management • Speaker • Coordinator • Security • Advisor • Technical Specialist • Technical Support Specialists • Spokesperson • Representative • Managers • Cook Chill Technician • Dietary Aide • Dietetic Technician • Operations Manager • International Affairs • Administrative Clerk • Clerical Specialist • Office Clerk • Health Services Manager • Chief Executive • Health Services Director • Special Education Professional • Special Education Professors • Recruitment • Travel Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Meetings Registrar and CCT Adminstrator at AMERICAN COMPOSITES MANUFACTURERES ASSOCIATION
Title:
Financial and Managerial Consultant
Location:
Washington D.C. Metro Area
Industry:
Nonprofit Organization Management
Work history:
AMERICAN COMPOSITES MANUFACTURERES ASSOCIATION - Arlington, VAMeetings Registrar and CCT Adminstratorsince Nov 2011FERN CONSULTING - Washington, DCFinancial and Managerial ConsultantOct 2009 - Dec 2012
Skills:
Organizational Development, Event Management, Microsoft Office 2007, Microsoft Office, Public...
Full Profile

Kurt Kasun Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Author • Master of Arts • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Fairfax, Virginia
Industry:
Investment Management
Work history:
Merrill Lynch - Vienna, VirginiaFinancial Advisorsince Jun 2012Kurt Kasun - Fairfax, VAAuthorAug 2011 - May 2012
Full Profile

Brad Collins Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Linguist • Language Specialist • Analyst • Independent Contractor • Analysts • Contractor • Financial Analyst • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Officer • Financial Manager • Sales Manager • Sales Executive • Sales Representative • Buyer and Seller • Sports Trainers

Experience & Education

Position:
Senior Financial Advisor/Financial Analyst looking for next career opportunity at None (Self-employed)
Title:
Sr. Financial Advisor at L-3 Communications Linguist Operations & Technical Support
Location:
Washington D.C. Metro Area
Industry:
Defense & Space
Work history:
None Senior Financial Advisor/Financial Analyst looking for next career opportunitysince Apr 2012L-3 Communications Linguist Operations & Technical Support - Chantilly VASr. Financial AdvisorMar 2004 - Apr 2012
Skills:
Microsoft Office, Excel, Word, Financial Analysis, PowerPoint, Forecasting, Microsoft Word,...
Full Profile

Duff Scudder Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Operations Manager • Account Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
CFO at LeapFrog Solutions
Location:
Washington D.C. Metro Area
Industry:
Telecommunications
Work history:
LeapFrog Solutions - Fairfax, VACFOsince Apr 2013SNVC - Fairfax, VAFinancial Consultant - Interim ControllerMar 2012 - May 2013
Full Profile

Joseph Regalbuto Washington, DC

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advisor • Volunteer • Assistant Manager • Business Administrator • Administrative Clerk • Clerical Specialist • Managers • Non-Profit • Pedagogue • Model • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Proprietary Trader at Quasar Trading
Title:
Proprietary Trader
Location:
Washington D.C. Metro Area
Industry:
Capital Markets
Work history:
Quasar Trading Proprietary Tradersince Mar 2013Ameriprise Financial Services, Inc. - Fairfax, VAFinancial Advising AssistantMay 2012 - Aug 2012
Performed all tasks of a financial advisor aside from those prohibited by l..
Full Profile

Tina Jiang Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cash Application Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Master of Business Administration • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Lynch consultants
Financial consultant
Company:
Us-china forum in obgyn - Chicago, IL
Event organizer, co-creator

Skills

Second Language: Fluent in Mandarin Chinese, Accounting & Financial Reporting,Cash Management,...
Full Profile

Jeremy Mallicoat Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Chief Executive Officer • Project Managers • Operations Manager • Chief Executive • Corporate Executive • Chief Accountant • Controller • Certified Public Accountant • Accounts Payable • Accounts Payable Specialist • Controlling Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Business Administrator • Recognition • Contractor • Human Resources Specialist • Recruitment • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Finance Manager, Program Labor at SOC LLC
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
SOC LLC - Chantilly, VAFinance Manager, Program Laborsince Apr 2013SOC LLC - ChantillyFinancial ConsultantNov 2012 - Apr 2013
Full Profile

Amy Oviedo Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Networking Officer • Operations Manager • Customer Relations

Experience & Education

Position:
Wealth Planning Advisor at Integrated Financial Partners
Title:
Financial Planning
Location:
Fairfax, Virginia
Industry:
Financial Services
Work history:
Integrated Financial Partners Wealth Planning Advisorsince Aug 2011Bankers Life and Casualty - VA, DC & MDFinancial Advisor & Insurance AgentAug 2005 - Aug 2011
Skills:
Retirement Planning, Retirement, Wealth Management, Strategic Financial Planning, Wealth Accumulation
Languages:
Moderate Spanish
Full Profile

Tung Truong Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Buyer • Buyer and Seller • Sales Representative • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Terathink corporation
Financial consultant
Company:
Haircut 4 u
Operations and finance assistant
Full Profile

Heather White Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Team Member • Chief Administrative Officer • Chief Executive • Agent • Sales Representative • Hostess • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Title:
Associate Financial Representative
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
Northwestern Mutual - Fairfax, VAAssociate Financial Representativesince Aug 2011Firebirds HostessSep 2010 - Mar 2011
..provide administrative assistance to a financial advisor at Northwestern Mutual Financial..
Full Profile

Hachem Mourad Fairfax, VA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Manager • Counselor • Analyst • Business Intelligence Professional • Analysts • Business Consultant • Partner • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Data Analyst • Data Entry Specialist • Data Scientist • Customer Service • Client Service Officer • Sales Manager • Health Services Director • Health Services Manager • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Banker at Wells Fargo
Title:
Personal Banker/Advisor at Wells Fargo
Location:
Fairfax, Virginia
Industry:
Banking
Work history:
Wells Fargo - United StatesBankersince Nov 2012Bank of Jordan Corporate Credit officer/Data AnalystMar 2009 - Dec 2009
Languages:
Arabic, Turkish
Financial Advisor and Mortgage Consultant to devel..
Full Profile

Hammad Shafiq Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Customer Service • Operations Manager

Experience & Education

Work

Company:
Immixgroup
Account manager ii-ibm team
Company:
Denovo branch
Pnc financial consultant iii
Full Profile

Gene Summerlin Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Program Director • Operations Manager • Project Managers • Project Manager • Health Support Worker • Healthcare Support

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor for Edward Jones Investments
Location:
Fairfax Station, Virginia
Industry:
Financial Services
Work history:
Edward Jones - Fairfax Station, VAFinancial Advisorsince Aug 2012Systems Planning and Analysis, Inc - Alexandria, VAProgram Manager, Air ASW SystemsNov 2005 - Aug 2012
Full Profile

Jon Germano Fairfax, VA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Bachelor of Science • Business Administrator • Sales Representative

Experience & Education

Work

Company:
Td bank
Financial services representative
Company:
Lifetime wealth management - Falls Church, VA
Financial consultant
Full Profile

Hammad Shafiq Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
Immixgroup
Account manager ii-ibm team
Company:
Denovo branch
Pnc financial consultant iii
Full Profile

Sarah Mouser Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Team Member • Student Worker

Experience & Education

Work

Company:
Savant capital management
Financial advisor
Company:
Advisor insurance specialist
Full Profile

Bryan Loayza Fairfax, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Pnc
Financial consultant
Company:
Cox communications
Customer retention specialist
Full Profile

Matthew Grayson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Chief Administrative Officer • Chief Executive • Master of Science

Experience & Education

Position:
Senior at Kearney & Company
Title:
Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Kearney & Company Seniorsince Apr 2012CSC - Fairfax, VAProgram Control AnalystFeb 2010 - Apr 2012
Full Profile

Rhett Mccraw Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Downstream Planning at ExxonMobil
Title:
Senior Financial Analyst at ExxonMobil
Location:
Washington D.C. Metro Area
Industry:
Oil & Energy
Work history:
ExxonMobil - Fairfax, VAFinancial Advisor, Downstream Planningsince Sep 2012ExxonMobil - Fairfax, VASenior Financial Analyst, US Crude SupplyMay 2011 - Aug 2012
Full Profile

Linda Fealing Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Advocate • Jurist • Legal Counsel • Non-Profit • Leader • Managers

Experience & Education

Work

Company:
Independent contractor
Financial consultant, public sector specialist, compliance, internal and income tax audits
Company:
International consortium of governmental financial
President

Skills

Increased productivity by 20% through training and capacity building in accounting, tax policy and...
Full Profile

Jt Thomas Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Counselor • Analyst • Analysts • Advisor • Manager • Operations Manager • Team Member • Managers • Financial Officer • Financial Manager • Sales Manager • High School Diploma • Software Developer • Software Developers • Sales Executive

Experience & Education

Work

Company:
Sheppard security systems llc
Sr. financial consultant
Company:
Unisys corporation - Reston, VA
Consultant ii - financial & business analyst/manager

Skills

Domain Expertise: Financial Analysis, GSA Federal Supply Schedules, Federal Contracts, Subcontract...
Full Profile

Pauline Malmgren Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James, Inc. Member FINRA/SIPC
Title:
Financial Advisor
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Raymond James, Inc. Member FINRA/SIPC - 4035 Ridge Top Rd., Ste. 550 Fairfax, VA 22030Financial Advisorsince Jun 2008Chevy Chase Financial Services Senior Financial Advisor and Vice PresidentJan 1999 - Jun 2008
Full Profile

Saad Shamim Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Administrative Clerk • Clerical Specialist • Bachelor of Science • Account Representative • Client Service Officer • Customer Service • Chief Executive

Experience & Education

Work

Company:
Archipelago solutions - Torrance, CA
Financial consultant
Company:
Terranea resort - Rancho Palos Verdes, CA
Spa supervisor

Skills

Fluent in Urdu, Hindi, Punjabi, some Farsi and some Arabic; proficient in MS Word and PowerPoint;...
Full Profile

Virginia Foster Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Counselor • Advisor • Analysts • Linguist • Language Specialist • Compensations and Benefits • Operations Manager

Experience & Education

Work

Company:
Bright light youth & family services
Human resources consultant
Company:
Robert half office team - McLean, VA
Financial counselor

Skills

Bilingual - Spanish - English - Translator / Interpreter (Oral and Written)
Full Profile

Dan Klein Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Market Research Analyst • Counselor • Advisor

Experience & Education

Work

Company:
Fairfax volkswagen - Fairfax, VA
Sales and leasing consultant
Company:
Merrill lynch - Reston, VA
Financial advisor
Full Profile

Dena Pascazi Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Counselor • Advisor • Director • Operations Manager • Analysts • Bachelor of Science • Government Service Executive • Government Administration Officer • Civil Servant • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:
Stephen james & associates - Reston, VA
Financial consultant
Company:
The buffalo group - Reston, VA
Pricing director

Skills

Proficient in MS Office applications, Excel, Hyperion Essbase, PowerPoint, Outlook, PeopleSoft 9.0, ...
Full Profile

Charmaine Holder Fairfax, VA

Professions & Specialties

Financial Management Analyst • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Unisys corporation
Financial management analyst
Company:
Unisys corporation - Reston, VA
Senior financial consultant

Skills

Proficient in Microsoft Office XP (Word, Excel, PowerPoint, Access, Outlook), Lotus Notes....
Full Profile

Aaron Bloedorn Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Civil Engineer • Civil Engineering

Experience & Education

Work

Company:
Booz allen hamilton - Arlington, VA
O&m financial analyst, air force civil engineer
Company:
Booz allen hamilton - Arlington, VA
Deputy task lead

Skills

proposal development, financial, project/program management
Full Profile

Faizan Ahmed Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Sales Person • Sales Representative • Team Member • Customer Service

Experience & Education

Work

Company:
Lifetime fitness - Sterling, VA
Customer service representative/team member
Company:
Primerica financial - Herndon, VA
Financial advisor/salesman

Skills

Type 50 WPM, proficient in Microsoft Word, Excel, Power Point, Word Press, Basic knowledge of...
Full Profile

James Negley Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Team Member • Database Administration Professional • Database Administrator • Chief Executive

Experience & Education

Work

Company:
Scottrade
Investment consultant
Company:
Capital one - Rockville, MD
Financial consultant

Skills

Proficient in Excel, Word, Powerpoint and Salesforce. Familiar with Pershing and NFS client...
Full Profile

Henri Saint-surin Fairfax, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Las financial consulting / halliday financial
Financial consultant
Company:
U.s. department of state - Washington, DC
Student intern

Skills

Ability to speak five languages; Proficient with the PC operating system, Explorer/Firefox/Google...
Full Profile

Harry Persson Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Government Administration Officer • Civil Servant • Advisor

Experience & Education

Work

Company:
Feditc llc
Finance & accounting manager
Company:
Persson consulting
Financial consultant

Skills

Deltek Costpoint, Deltek GCS Premier
Full Profile

Saiqa Khan Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Business Analyst • Apprentice • Analyst • Analysts • Student Worker

Experience & Education

Work

Company:
Strayer university corporate
Financial advisor
Company:
Sayres and associates - Washington, DC
Business analyst intern

Skills

Microsoft Word, Microsoft Excel, Power Point, Project Management, Visio, Java Programming, SQL,...
Full Profile

Roger Easton Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager • Sales Manager • Sales Executive

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Company:
Gmucr
Treasurer of george mason university college republicans
Full Profile

Dunya Alaasemi Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
Suntrust bank
Assistant branch manager
Company:
Suntrust bank
Financial consultant
Full Profile

Talwinder Deo Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Work

Company:
Nci information systems, inc - Reston, VA
Staff accountant
Company:
Lpl financial - Falls Church, VA
Financial planning assistant
Full Profile

Dikita Divecha Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Clerical Specialist • Psychology Specialist • Operations Manager

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Company:
Papaya - Fairfax, VA
Supervisor
Full Profile

Walid Alassi Falls Church, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Finance and Accounting Specialist • Manager • Operations Manager • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Deloitte & touche, llp
Financial consultant
Company:
Sahouri insurance & financial - McLean, VA
Accounting assistant
Full Profile

Mark Gillen Fairfax, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Ubs financial services - McLean, VA
Marketing assistant to financial advisor at the mclean
Company:
Jcpenny - Fairfax, VA
Sales associate
Full Profile

Abhneer Vashishth Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Deputy Director • Manager • Financial Director • Deputy Manager • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Model • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Coordinator • Managers • Regional Sales Consultant • Advisor • Accounting Analyst • Financial Analyst • IT Specialist • Software Developers • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Director Finance ( Pricing ) at NTT Data Corporation
Title:
Experienced Pricing Expert
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
NTT Data Corporation - Mclean, VAAssociate Director Finance ( Pricing )since Nov 2011Danya International - Silver Spring, MDPricing ManagerApr 2009 - Nov 2011
Skills:
Program Management, Process Improvement, Project Management, New Business Development, Business...
Languages:
Hindi
Financial Consultant at Accenture
Full Profile

Mark Brogley Fairfax, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Founder • Chief Executive Officer • Vice President • Chief Executive • Founding Member • Corporate Executive • Investor • Advisor • Pilot • Air Transportation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Operations Manager • Publishing Professional • Client Service Officer • Bachelor of Science • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
VP Business Development at Respond™ Inc.
Location:
Fairfax, Virginia
Industry:
Internet
Work history:
Respond™ Inc. - Fairfax, VAVP Business Developmentsince Jan 2012ATLAS GUIDES LLC - Bend, OregonFounder / CEOMar 2008 - Dec 2011
Skills:
Lead Generation, Start-ups, Business Development, Online Advertising, Leadership, Team Building,...
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Katherine Lee Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Underwriter • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Treasurer • Customer Relations • Operations Manager • Marketing Manager • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Data Entry Specialist • Data Scientist • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Underwriter III at Wells Fargo Home Mortgage
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Chantilly, VAUnderwriter IIIsince Nov 2011Mortgage One Solutions, Inc - Vienna, VASr. UnderwriterJan 2011 - Nov 2011
Skills:
Fraud Prevention, Six Sigma, Mortgage Underwriting, SPSS, Operations Management, Credit Review,...
Financial Consultant at JMJ Financial
Full Profile

Christian Lewis Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Information Technology Specialist • IT Specialist • Account Service Manager • Client Service Officer • Host • Customer Service • Sales Manager • Operations Manager • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Market Analyst • Market Research Analyst • Business Administrator • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Executive at 3Pillar Global
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
3Pillar Global - Fairfax,VABusiness Development Executivesince Apr 2013NewsWatch - Fairfax VaNational Sales and Accounts ManagerNov 2012 - Apr 2013
Skills:
Salesforce.com, Email Marketing, Account Management, Sales, Marketing
Financial Advisor at Fulcrum Securities
Full Profile

Patrick Doyle Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Speaker • Spokesperson • Representative • Chairperson • Chief Executive Officer • Chief Operating Officer • Chief Administrative Officer • Chief Executive • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Clerical Specialist • Front Office Receptionist • Marketing Manager • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Data Scientist

Experience & Education

Position:
Special Projects Officer at FTS International, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
FTS International, LLC - Herndon, VASpecial Projects Officersince Mar 2011FTS International, LLC - Herndon, VAStaff SpecialistMar 2010 - Mar 2011
Financial Advisor Assistant at LPL Financial
Full Profile

Rana Shtayyeh Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Business Intelligence Professional • Advisor • Business Consultant • Business Manager • Construction • Managers • Sales Coordinator • Account Manager • Accounts Receivable • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Sales Manager • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science

Experience & Education

Position:
Consultant at KPMG Advisory
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
KPMG Advisory - Mclean VAConsultantsince Aug 2011Fannie Mae Consultant2011 - 2013
Languages:
Arabic
Financial Advisor and Mortgage Consultant to devel..
Full Profile

Lisa Cardwell Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Business Consultant • Supporting Member • Counselor • Business Administrator • Advisor • Team Member • Distribution Leader • Sales Manager • Sales Director • Operations Manager • Master of Business Administration • Associate of Arts • Associate in Applied Science

Experience & Education

Position:
Field Sales Leader at Horace Mann
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
Horace Mann - chesapeake district, md & deField Sales Leadersince Feb 2013Horace Mann - southeast region - fl, ga, tn, al & scSales Development LeaderJul 2012 - Feb 2013
Financial Advisor/Financial Services Representativ..
Full Profile

Jeffrey Armstrong Fairfax, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Computer Systems Administrator

Experience & Education

Position:
Wealth Planning Advisor at Integrated Financial Partners
Location:
Fairfax, Virginia
Industry:
Financial Services
Work history:
Integrated Financial Partners - Fairfax, VAWealth Planning Advisorsince Sep 2011Fairfax County Library Foundation ChairJul 2010 - Jun 2012
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Wealth Management, Estate Planning, ...
Platinum Financial Advisor at Ameriprise Financial
Full Profile

Matthew Hickes Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Senior Vice President • Deputy Manager • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Master of Business Administration • Bachelor of Arts • Client Service Officer • Customer Service • Team Member

Experience & Education

Position:
Associate Director, Financial Planning at Edelman Financial Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Edelman Financial Services - Fairfax, VAAssociate Director, Financial Planningsince Jul 2013The Mutual Fund Store - Vienna, VASenior Vice President - InvestmentsJun 2009 - Jul 2013
Skills:
CMFC, Portfolio Management, Asset Allocation, Dynamic Asset Allocation, Mutual Funds
Certifications:
Chartered Mutual Fund Counselor, College for Financial Planning
Financial Advisor Digital and Social Media Strateg..
Full Profile

Fabio Echavarria Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Advertising Professional • Marketing Intern • Advertising Sales Agent • Marketing Professional • Customer Service • Security • Assayer • Laboratory Chemist • Chemical Professional • Chemist • Chief Executive

Experience & Education

Position:
Account Representative at Kastle Systems
Location:
Washington D.C. Metro Area
Industry:
Marketing and Advertising
Work history:
Kastle Systems Account Representativesince Oct 2011Kastle Systems - Fairfax, VAMarketing InternJul 2011 - Oct 2011
Skills:
Event Planning, New Business Development, Strategic Planning, Social Media, Sales, Microsoft Excel
Languages:
English, Spanish
..with the President and the head Financial Advisor
Full Profile

James Gambaccini Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Partner • Financial Manager • Partner • Chief Executive • Operations Manager • Trust Law Attorney • Lawyer

Experience & Education

Position:
Managing Partner, Financial Planner at Acorn Financial Services, Financial Planner at Acorn...
Title:
CFP® at Acorn Financial Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Acorn Financial Services - Fairfax VAManaging Partner, Financial Plannersince Jun 2003Acorn Financial Services - Fairfax VAFinancial Plannersince 2002
Certifications:
CFP® Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.
Financial Advisor Magazine
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Financial Consultants near Fairfax, VA06901,3802,0702,7603,450WashingtonArlingtonAlexandriaFalls ChurchFort WashingtonOxon HillMount Vernon