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Financial Consultants in Colorado

Financial Consultants in Fort Collins, CO

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Here is a complete list of most local Financial Consultants in Fort Collins, CO.

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218 results found

John Vicars Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Technology Manager • Manager • Program Director • Operations Manager • Technical Managers • Community Service Manager • School Principal • School Administrator • Educational Manager • Process Engineer • Engineering Manager • Industrial Engineer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional

Experience & Education

Position:
To be announced at to be announced
Title:
to be announced
Location:
Fort Collins, Colorado Area
Industry:
Computer Hardware
Work history:
To be announced To be announcedsince Jun 2010Edward Jones Financial Advisor in training2009 - 2009
Full Profile

Wendy Shinazy Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Management Consultant • Recognition • Team Member • Advisor • Management Analyst • Analysts • Associate Professor • Lecturer • Postsecondary Teacher • Controller • Bookkeeper • Non-Profit • Accounts Payable Clerk • Accounting Bookkeeper • Model • Human Resources Specialist • Recruitment • Bachelor of Science • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist • Operations Manager • Financial Officer • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Adjunct Professor at Front Range Community College, Accounting/Financial Management Consultant at...
Title:
Accounting/Financial Consultant at WJS Coaching and Consulting
Location:
Fort Collins, Colorado Area
Industry:
Accounting
Work history:
Front Range Community College - Boulder CampusAdjunct Professorsince Jan 2011WJS Coaching and Consulting - Berthoud, COAccounting/Financial Management Consultantsince Aug 2007
Skills:
Accounting, Financial Analysis, Inventory Management, Quickbooks, Financial Accounting, Audit,...
Full Profile

Rob Shedd Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Planner • Leader • Investor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Team Member • Model • Bachelor of Arts • Operations Manager • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
VALIC - Loveland, COFinancial Advisorsince Sep 2011Edward Jones Financial AdvisorNov 2010 - Oct 2011
Skills:
Financial Planning, Retirement Planning, College Savings Plans, Insurance, Investments, Retirement, ...
Full Profile

Heather Bane Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Computer Network Consultant • Computer Consultant • IT Consultant

Experience & Education

Position:
Financial Consultant at Integrated Computer Consulting (ICC)
Title:
Accountant
Location:
Fort Collins, Colorado Area
Industry:
Accounting
Work history:
Integrated Computer Consulting (ICC) - Fort Collins, Colorado AreaFinancial Consultantsince Jun 2002Noosa Yoghurt, LLC - Bellvue, ColoradoAccountantSep 2012 - Dec 2012
Full Profile

Charissa Dull Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Analyst • Analysts • Customer Service • Client Service Officer • Master of Business Administration • Biotechnology Professional • Biologist • Biological Scientist • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Consultant at Agilent Technologies
Location:
Fort Collins, Colorado Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Agilent Technologies - Loveland, ColoradoFinancial Consultantsince May 2011Agilent Technologies Business Process Management: Acquisition IntegrationOct 2009 - May 2011
Full Profile

Mike Larose Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Vice President • Chief Executive • Business Administrator • Financial Manager • Operations Manager • Sales Representative

Experience & Education

Position:
Financial Consultant at Addison Avenue Investment Services
Title:
Financial Consultant with Addison Avenue
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Addison Avenue Investment Services Financial Consultantsince Jan 2011BOSC Sr. Investment Representative, VPJan 2008 - May 2010
Full Profile

Brian Joyce Fort Collins, CO

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Chairperson • Manager • Financial Manager • Founding Member • Chief Executive • Operations Manager • Security

Experience & Education

Position:
Board President at Teaching Tree Early Childhood Learning Center, CERTIFIED FINANCIAL PLANNER™, CPA...
Title:
CERTIFIED FINANCIAL PLANNER™, financial advisor, CPA and cofinancialplanner.com founder
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Teaching Tree Early Childhood Learning Center - Fort Collins, Colorado AreaBoard Presidentsince Dec 2010HighSight, LLC CERTIFIED FINANCIAL PLANNER™, CPAsince Jul 2001
Full Profile

Eloy Mares Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Deputy Director • Team Leader • Deputy Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at JBA Wealth Management
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Work history:
JBA Wealth Management Financial Advisorsince Jan 2009Edward Jones Financial AdvisorMar 2007 - Jul 2008
Full Profile

Toby Williamson Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Independent Consultant • Counselor • Financial Director • Financial Officer • Financial Manager • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Vice President • General and Operations Manager • Director of Operations • Operations Manager • Management Team Executive • Chief Executive • Corporate Executive • Technology Director • Technology Manager • Technical Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Bachelor of Science • Automotive Specialist • Automotive Professional • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial/Operations Advisor at Toby Williamson, Independent Consultant, Chief Financial Officer at ...
Title:
Financial/Operations Advisor
Location:
Fort Collins, Colorado Area
Industry:
Executive Office
Work history:
Toby Williamson, Independent Consultant - Fort Collins, Colorado AreaFinancial/Operations Advisorsince May 2013Columbus Castings - Columbus, OhioChief Financial Officersince Jan 2012
Skills:
Financial Analysis, Financial Reporting, Strategic Planning, Continuous Improvement, ERP,...
Full Profile

W. Dunnigan Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
LPL Financial Advisor
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Full Profile

Heather Myers Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Volunteer • Non-Profit • Program Director • Chief Executive Officer • Operations Manager • Senior Manager • Marketing Manager • Corporate Executive • Computer Network Professional • Information Technology Specialist • Network Administrator • IT Specialist • Marketing Administrator • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Business Owner at Undisclosed
Title:
Business Owner
Location:
Fort Collins, Colorado Area
Industry:
Program Development
Work history:
Undisclosed - Ft CollinsBusiness Ownersince Mar 2012Edward Jones - Fort Collins, Colorado AreaFinancial Advisor, Accredited Asset Management Specialist (AAMS)Nov 2003 - Mar 2012
Certifications:
Business Strategy: Achieving Competitive Advantage, Cornell University, Johnson Graduate School of Management
Accredited Asset Management Specialist, College for Financial Planning
Full Profile

Anissa Elbialy Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Auditor • Internal Auditor • Finance and Accounting Specialist • Certified Auditor • Financial Compliance Examiner • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Manager • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:
CDE( Colorado Department of Education)-Data Coordinator/Accountant at Poudre School District,...
Title:
Financial Analyst/Internal Auditor/Retirement Planning
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Poudre School District CDE( Colorado Department of Education)-Data Coordinator/Accountantsince Oct 2011Federal Financial Group LLC Financial Consultantsince Dec 2009
Skills:
Financial Reporting, Process Improvement, Accounting, Auditing, Cost Accounting, Internal Audit,...
Languages:
German
Full Profile

Diggs Brown Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Team Leader • Chief Executive • Operations Manager • Designers • Fundraising Officer • Operations Officer • Fundraiser • Commander • Human Resources Specialist • Recruitment • Analysts

Experience & Education

Position:
Executive Chairman, Conceptual Designer, and Lead Fund Raiser at Veterans Plaza of Northern...
Title:
Financial Advisor
Location:
Fort Collins, Colorado Area
Industry:
Investment Banking
Work history:
Veterans Plaza of Northern Colorado - Fort Collins, Colorado AreaExecutive Chairman, Conceptual Designer, and Lead Fund Raisersince Jun 2007United States Army - Joint Forces Headquarters - Denver, ColoradoSpecial Forces (Green Beret) Officersince May 1979
Full Profile

Henry Ho Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Minister • Volunteer • Clergy • Non-Profit • Corporate Executive • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant • IT Specialist

Experience & Education

Position:
Founder | Financial Advisor and Financial Planner at Financial Stewards Wealth Management
Title:
Founder, Financial Stewards Wealth Management
Location:
Fort Collins, Colorado
Industry:
Financial Services
Work history:
Financial Stewards Wealth Management - Fort Collins, Colorado AreaFounder | Financial Advisor and Financial Plannersince Oct 2005International Students, Inc. Campus MinisterJan 2000 - Oct 2005
Skills:
Bonds, ETFs, Wealth Management, Public Speaking, Financial Advisory, Strategic Financial Planning,...
Languages:
Chinese, Cantonese
Certifications:
Series 65 (Fee based Advisor), FINRA
Series 63 (Advisory services in all 50 states), FINRA
Full Profile

Peter Contino Fort Collins, CO

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Production Manager • Computer Software Professional • Software Developers

Experience & Education

Position:
Certified Financial Planner at Stifel, Nicolaus & Company
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Stifel, Nicolaus & Company Certified Financial Plannersince Jan 2005Edward Jones Financial AdvisorJan 2003 - Oct 2004
Skills:
IRA Rollovers, Portfolio Management, Retirement Planning, Estate Planning, Educational Planning,...
Full Profile

Jim Fazio Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fort Collins, Colorado Area
Industry:
Capital Markets
Work history:
Edward Jones - Ft. CollinsFinancial Advisorsince 2011Citibank GCMS Financial Control1992 - 1995
Full Profile

Andrew Moore Fort Collins, CO

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 Investment Centers of America
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Work history:
Investment Centers of America Financial Advisorsince Oct 2006
Skills:
Retirement Planning, Life Insurance, Investment Advisory, Wealth Management, Mutual Funds, Series...
Languages:
French
Full Profile

Kris Clagett Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Networking Officer • Customer Relations • Sales Manager • Customer Service • Retail Sales Manager • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Q4 Wealth Management, Inc., Director of Client Relations at Q4 Wealth...
Title:
Financial Advisor | Comprehensive Wealth Management | Client Care | Financial Services
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Q4 Wealth Management, Inc. Financial Advisorsince Jun 2013Q4 Wealth Management, Inc. Director of Client Relationssince Nov 2009
Full Profile

Will Tychsen Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Registered Rep at Addison Avenue, Financial Consultant at Addison Avenue Federal Credit Union,...
Title:
Financial Consultant at Addison Avenue Federal Credit Union
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Work history:
Addison Avenue Registered RepAddison Avenue Federal Credit Union Financial Consultantsince Aug 2000
Full Profile

Thomas Formica Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Construction • Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Wealth financial advisors
Independent financial advisor, chartered retirement plans specialist
Company:
Wells fargo advisors
Financial advisor and chartered retirement plans specialist
Full Profile

Cliff Reder Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Vice President • Chief Executive • Operations Manager • Recruitment • Sales Representative

Experience & Education

Position:
Financial Advisor/Insurance Producer at Mountain West Insurance & Financial Services,...
Title:
Financial Advisor/Insurance Producer
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Mountain West Insurance & Financial Services Financial Advisor/Insurance Producersince 2007Mountain West Insurance & Financial Services Independent Financial Advisor/Insurance Producersince Jan 2007
Full Profile

David Gackle Fort Collins, CO

Professions & Specialties

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

Experience & Education

Work

Company:
Independent catastrophe adjuster - Nevada, CA
Independent catastrophe adjuster
Company:
Wells fargo advisors - Fort Collins, CO
Financial advisor
Full Profile

Sarah Spoelma Fort Collins, CO

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Office Clerk • Clerical Specialist • Customer Service • Client Service Officer • Psychology Specialist

Experience & Education

Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Michael Smurfit Graduate School of Business UCD MSc International BusinessSep 2009 - Jul 2010Home State Bank Office Manager for Investment Centers of AmericaFeb 2008 - Aug 2009
Skills:
Global Business Development Finance Business Intelligence Marketing Client Relations ...
Assisted Registered Financial Advisor in building and supporting inves..
Full Profile

T.J. Julien Fort Collins, CO

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Accountant • Advisor • Property Manager • Real Estate Manager • Title Examiner • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at JBA Wealth Management
Title:
Certified Financial Planner (TM) with JBA Wealth Management
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
JBA Wealth Management Financial Advisorsince Jan 2009Edward Jones Financial AdvisorApr 2005 - Dec 2008
Full Profile

Karina Antonopoulos Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Life Coach • Independent Contractor • Guide • Counselor • Advisor • Contractor • Tour Guide • Health Coach • Personal Trainer • Fitness Trainer • Wellness and Fitness • Independent Business Owners

Experience & Education

Position:
EFT Health Coach at Synchronize Within (Self-employed)
Title:
Health & Wellness, Life Coach
Location:
Fort Collins, Colorado
Industry:
Health, Wellness and Fitness
Work history:
Synchronize Within - Fort Collins, ColoradoEFT Health Coachsince Jul 2010Federation of Organizations Counselor2011 - 2011
or a financial advisor to guide you in making investmen..
Full Profile

William Tychsen Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Registered Rep at Addison Avenue Financial Consultant at Addison Avenue Federal Credit Union Financial Consultant at Addison Avenue Federal Credit Union see less...
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Full Profile

David Cox Fort Collins, CO

Professions & Specialties

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

Experience & Education

Work

Company:
Resource for the authorization and benefits
Financial counselor university of colorado health
Company:
Country financial - Fort Collins, CO
Financial representative

Skills

Problem solving, integrity interviewing, budget management
Full Profile

Neil Odenbaugh Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Application Analyst • Software Developers • Hospital Care Professional • Health Professional • Health Practitioner • Financial Analyst • Independent Business Owners • Project Managers • Operations Manager

Experience & Education

Position:
Application Analyst at University of Colorado Hospital
Title:
Application Analyst
Location:
Fort Collins, Colorado Area
Industry:
Hospital & Health Care
Work history:
University of Colorado Hospital - Medical Center of the RockiesApplication Analystsince Mar 2013Poudre Valley Health System - Medical Center of the RockiesFinancial CounselorJul 2012 - Mar 2013
Full Profile

Scott Frazer Fort Collins, CO

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent

Experience & Education

Work

Company:
New york life insurance/ nylic securities
Financial services professional
Company:
Waddell & reed financial advisors - Fort Collins, CO
Financial advisor
Full Profile

Chuck Rutenberg Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Vice President at JBA Wealth Management, Financial Advisor/Registered Representative at Securieteis ...
Title:
Vice President JBA Wealth Management Group
Location:
Fort Collins, Colorado
Industry:
Financial Services
Work history:
JBA Wealth Management - 155 W. Harvard Street, Ste 401, Fort Collins, CO 80525Vice Presidentsince Jan 2002Securieteis America, Inc, Member FINRA/SIPC Financial Advisor/Registered Representativesince Feb 2010
Skills:
Disability Insurance, Fixed Annuities, Retirement Planning, Securities, Long-term Care, Life...
Full Profile

Jon Tyler Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Tyler capital
Financial advisor
Company:
Merrill lynch - Fort Collins, CO
Financial advisor
Full Profile

Jill Shoemaker Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Investor • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Biologist • Biological Scientist

Experience & Education

Position:
VP of Investor Relations at St. Renatus, LLC
Location:
Fort Collins, Colorado Area
Industry:
Pharmaceuticals
Work history:
St. Renatus, LLC - Fort Collins, Colorado AreaVP of Investor Relationssince Mar 2008Merrill Lynch - Fort Collins, Colorado AreaFinancial AdvisorMay 2006 - Feb 2008
Full Profile

Gerald Bender Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Steve Armfield Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Fort Collins, Colorado Area
Industry:
Insurance
Full Profile

Ryan Smith Fort Collins, CO

Professions & Specialties

Financial Associate • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Evangelist • Counselor • Business Administrator • Non-Profit • Preacher • Religious Worker • Advisor • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, FIC at Thrivent Financial for Lutherans
Title:
Financial Associate at Thrivent Financial for Lutherans
Location:
Fort Collins, Colorado Area
Industry:
Religious Institutions
Work history:
Thrivent Financial for Lutherans - Greeley, COFinancial Advisor, FICsince Apr 2012Rocky Mountain Capital - Greeley, COSales RepresentativeOct 2011 - Mar 2012
Skills:
Volunteer Management, Public Speaking, Non-profits, Teaching, Event Planning, Community Outreach,...
Full Profile

Paul Caylor Fort Collins, 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 Thrivent Financial for Lutherans
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Fort Collins, Colorado AreaFinancial Consultantsince Aug 1998Bank One Officer1996 - Aug 1998
Skills:
Investment Advisory, Uniform Combined State Law, Fixed Annuities, Retirement Planning, Retirement,...
Full Profile

Michael Chevalier Fort Collins, CO

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Manager • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner & CFP® at Summit Financial Group, LLC
Title:
CERTIFIED FINANCIAL PLANNER™
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Summit Financial Group, LLC Partner & CFP®since Jan 2009Northwestern Mutual Financial Network Financial AdvisorJun 2005 - Jan 2009
Skills:
Retirement Planning, Financial Planning, Investments, Long Term Care, Annuities, Wealth...
Full Profile

Gerry Bender Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Full Profile

John Heddens Fort Collins, CO

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Underwriter • Financial Manager

Experience & Education

Position:
Financial Professional at AXA Advisors, LLC
Location:
Fort Collins, Colorado Area
Industry:
Investment Management
Work history:
AXA Advisors, LLC Financial Professionalsince 1990
Full Profile

Melissa Baldwin Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Independent LPL Financial Advisor at Colorado Financial Partners
Title:
INDEPENDENT LPL FINANCIAL ADVISOR
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Colorado Financial Partners - Fort Collins, Colorado AreaIndependent LPL Financial Advisorsince Nov 2011Edward Jones - Fort Collins, Colorado AreaFinancial AdvisorApr 2007 - Nov 2011
Skills:
Retirement Planning, Retirement Income Strategies, Series 7, Series 66, Annuities, 401k Rollovers,...
Full Profile

Betty Bachand Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Red creek financial, llc.
Business financial consultant and accountant
Full Profile

Jonathan Talan Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Computer Network Professional

Experience & Education

Position:
Den Leader at Cub Scout Pack 184, Financial Consultant at Financial Network Investment Corporation
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Cub Scout Pack 184 Den Leadersince 2009Financial Network Investment Corporation Financial Consultantsince Oct 2003
Skills:
Specializing in all aspects of personal finance specifically investing for retirement and college
Full Profile

Tyler Rusch Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Investment Centers Located At Home State Bank
Title:
Financial Advisor, Investment Centers Located At Home State Bank
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Investment Centers Located At Home State Bank Financial Advisorsince Apr 2005Investment Centers of America Financial AdvisorOct 1995 - Apr 2005
Skills:
Investments, Retirement Planning, Mutual Funds, Banking, Portfolio Management, Investment Advisory
Full Profile

Bill Bundy Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Advisor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Raymond James
Title:
Financial Advisor at Raymond James located at Bank of Colorado
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Jan 2011Hewlett-Packard Service Delivery Manager IVJun 1989 - Dec 2010
Full Profile

Matt Martindale Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Disk-Jockey • Master of Ceremonies • Entertainer • Entertainment Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Title:
Expert Wedding DJ / Professional MC / 3 Time Award Winning Entertainer
Location:
Fort Collins, Colorado Area
Industry:
Entertainment
Work history:
Amore DJ Entertainment Professional MC / Expert Wedding DJ1989 - 2010Matt Martindale Financial ServicesFeb 2008 - Mar 2009
compassionate full service financial advisor that truly understands his fiduc..
Full Profile

Austin Kelly Fort Collins, CO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Cosner Financial Group
Title:
Financial Advisor at Cosner Financial Advisor
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Cosner Financial Group Financial Advisorsince Aug 2004Merrill Lynch InternJan 2004 - Jul 2004
Skills:
Retirement Planning, Retirement Income Strategies, Saving for Education, Wealth Management,...
Full Profile

Rita Lucero Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Chief Executive • Construction Administrator • Construction Manager

Experience & Education

Position:
Senior Branch Office Administrator at Edwards Jones, Senior Branch Office Administrator at Edward...
Title:
Senior Branch Office Administrator at Edward Jones
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Edwards Jones Senior Branch Office Administratorsince Oct 2009Edward Jones Senior Branch Office Administratorsince Sep 2009
Assist the Financial Advisor in deepening client relationship..
Full Profile

Dave Palm Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Territory Sales Manager • Region Manager • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at Shaw & Associates CPAs & Financial Advisors
Title:
Financial Advisor
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Shaw & Associates CPAs & Financial Advisors - Fort Collins, Colorado AreaFinancial Advisorsince Oct 2008Wells Fargo Financial District Sales Manager1998 - 2007
Full Profile

Pat Imes Fort Collins, 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 Colorado Financial Partners, LLC
Title:
Financial Advisor at LPL Financial
Location:
Fort Collins, Colorado Area
Industry:
Financial Services
Work history:
Colorado Financial Partners, LLC LPL Financial Advisorsince May 2004
Full Profile

Andrew Malinski Fort Collins, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Project Manager • Fundraiser • Fundraising Officer • Counselor • Advisor • Technical Specialist • Technical Support Specialists • Editor • Psychologist • Project Managers • Psychology Specialist

Experience & Education

Position:
Library Technician II at University of Northern Colorado
Location:
Fort Collins, Colorado Area
Industry:
Primary/Secondary Education
Work history:
University of Northern Colorado - Greeley, COLibrary Technician IIsince Jan 2008University of Phoenix - Online Campus (Phoenix, AZ) and Colorado Campus (Denver and Fort Collins, CO)Academic Counselor2004 - 2007
Skills:
• Revision and editing processes for creative, expository, and technical writing, • Written and spok...
Languages:
Spanish, Sign Languages
..team of enrollment advisor and financial counselor
Full Profile


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