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Financial Consultants in Frederick, MD

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50 results found

Kathy Troxell Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Representative • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor/Owner at TurningPoint Benefit Group, Inc., Financial Advisor at Turning Point...
Title:
Endorsed Local Provider for Dave Ramsey - Lampo Group
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
TurningPoint Benefit Group, Inc. - Frederick, MDFinancial Advisor/Ownersince Jan 1994Turning Point Benefit Group, Inc. Financial Advisorsince Sep 1986
Full Profile

Myles Sites Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Bb&t investments
Financial advisor
Company:
Edward jones - New Oxford, PA
Financial advisor
Full Profile

Keith Krause Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive

Experience & Education

Work

Company:
Investment & insurance services, inc.
Independent financial advisor
Company:
M and t investment group - Baltimore, MD
Financial consultant/bank officer
Full Profile

Dario Cavazos Frederick, MD

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Leader • Representative • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ & Financial Advisor at Edward Jones
Title:
FINANCIAL ADVISOR, CERTIFIED FINANCIAL PLANNER™ & Recruiting Leader at Edward Jones
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
Edward Jones - Frederick,MDCERTIFIED FINANCIAL PLANNER™ & Financial Advisorsince Nov 2006American General Finance Financial RepresentativeJan 2005 - Jun 2007
Skills:
Retirement Planning, 401k Rollovers, College Savings Plans, IRAs, Roth IRA, Wealth Accumulation,...
Certifications:
CERTIFIED FINANCIAL PLANNER™, College of Financial Planning
Full Profile

Jason Heckert Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Account Manager • Information Technology Specialist • IT Specialist • Law Specialist • Lawyers • Student Worker

Experience & Education

Position:
Financial Consultant at Wells Fargo
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
Wells Fargo Financial Consultantsince Mar 2013PropertyRoom.com Accounting ManagerOct 2010 - Mar 2013
Full Profile

James Claney Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Educational Assistant Teacher • Teaching Assistant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Sales Representative • Team Member

Experience & Education

Position:
Instructional Assistant at Frederick County Public Schools
Location:
Frederick, Maryland
Industry:
Primary/Secondary Education
Work history:
Frederick County Public Schools Instructional Assistantsince Aug 2011Lincoln Financial Advisors Financial AdvisorMar 2008 - May 2009
Full Profile

Dan Bull Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Consumer Goods Professional • Commodities Clerk • Surgical Specialist • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Turning Point Benefit Group, Inc.
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
Turning Point Benefit Group, Inc. - Frederick, MDFinancial Advisorsince Jan 2013VALIC - Baltimore, Maryland AreaFinancial AdvisorFeb 2010 - Jan 2013
Skills:
Pharmaceutical Industry, Hospitals, Infectious Diseases, Pharmaceutical Sales, Sales Operations,...
Full Profile

David Brown Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Sales Manager • Operations Manager • Sales Representative

Experience & Education

Work

Company:
Brown tax and accounting services, llc
Member
Company:
Derwood bible church, inc
Financial advisor

Skills

Quickbooks Pro Advisor, Sage Accountants Network
Full Profile

Karen Coates Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Sales Account Associate • Sales Executive • Accounts Receivable • Warranty Administrator • Warranty Clerk • Clerical Specialist • Sales Manager

Experience & Education

Work

Company:
Jp morgan chase - Frederick, MD
Customer support financial advisor
Company:
Frederick coffee company - Frederick, MD
Customer service

Skills

MS Word,40 wpm,analytical problem solver,customer service,payroll,accounts payable,accounts...
Full Profile

Harry Swope Frederick, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Lincoln Investment Planning, Inc.
Title:
Financial Advisor
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
Lincoln Investment Planning, Inc. Financial Advisorsince Jan 1995Montgomery County (MD) Public Schools Supervisor of TelevisionJul 1967 - Sep 1994
Full Profile

Raynard Scott Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Counselor • Advisor • Agent • Sales Representative

Experience & Education

Work

Company:
R.p. scott insurance services, llc
Employment history president/financial counselor/agent
Company:
Bb& t investments - Silver Spring, MD
Financial advisor/investment counselor
Full Profile

Irene Hollis Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Supervisor • Managers • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Counselor at FREDERICK MEMORIAL HEALTHCARE SYSTEMS
Title:
Patient Financial Counselor
Location:
Frederick, Maryland
Industry:
Hospital & Health Care
Work history:
FREDERICK MEMORIAL HEALTHCARE SYSTEMS Financial Counselorsince Jan 2012Apple Financial Management Services Collections SupervisorJan 2010 - Jan 2012
Full Profile

Karina Martinez Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Posting Clerk • Biller • Interpreter • Business Administrator • Area Manager • Managers • High School Diploma • Region Manager • Operations Manager • Community Health • Jurist • Legal Counsel • Language Specialist

Experience & Education

Work

Company:
Maryland oncology hematology
Bilingual patient financial counselor
Company:
Physician associates
Bilingual medical billing specialist
Full Profile

Lakeisha Baffoe-bonnie Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Payable • Accounts Payable Specialist • Supporting Member • Team Member

Experience & Education

Work

Company:
Wells fargo home mortgage(via remx financial staffing) - Frederick, MD
Financial consultant ii
Company:
Aircraft owners and pilots association(k-force staffing) - Frederick, MD
Accounts payable associate
Full Profile

Donna Ashton Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Manager • Operations Manager • Counselor • Representative • Skip Tracer • Advisor • Investigator • Tax Preparer • Tax Accountant • Customer Service

Experience & Education

Work

Company:
Jp morgan chase bank
Team mentor, senior representative, user application tester, unit skip tracer
Company:
General business services, inc - Germantown, MD
Tax preparer
Full Profile

Bradley Mascho Frederick, MD

Professions & Specialties

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

Experience & Education

Work

Company:
Bennett group financial services, llc
Managing director
Company:
American express financial advisors, inc - Baltimore, MD
Financial advisor
Full Profile

Gloria Rohrer Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Work

Company:
Community radiology associates - Rockville, MD
Insurance verification coordinator
Company:
Frederick memorial hospital healthcare (fmh) - Frederick, MD
Financial counselor
Full Profile

Andy Higgins Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Pastoral Worker • Clergy

Experience & Education

Work

Company:
National health insurance brokers
Health and financial advisor
Company:
Frederick memorial healthcare system
Resident chaplain
Full Profile

Kathy Andrie Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Frederick memorial hospital
Financial counselor
Company:
Tx team rehab - Mount Airy, MD
Administrative assistant
Full Profile

Qamer Baber Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Assistant Manager • Construction • Contractor • Project Manager • Representative • Advisor • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Project Managers • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Independent Business Owners • Operations Officer • Operations Manager • Sales Manager • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Consultant at Sprint, Assistant Manager Operation at Marco Construction Inc
Title:
Consultant at Sprint
Location:
United States
Industry:
Telecommunications
Work history:
Sprint - Frederick MDConsultantsince Jul 2013Marco Construction Inc Assistant Manager Operationsince Mar 2013
Languages:
English, Urdu, Punjabi, Hindi
Financial Consultant at PNC
Full Profile

Charles Pettit Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Advisor • Counselor • Speaker • Spokesperson • Representative • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Marketing Manager • Contractor • Team Member • Independent Business Owners • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
CEO/Founder at CSP Financial Group, LLC
Title:
CEO/Founder * Advisor/Money Coach/Mentor/Speaker/Trainer * 19 YRS Experience * Member, Million Dollar Round Table(MDRT)
Location:
Frederick, Maryland
Industry:
Financial Services
Work history:
CSP Financial Group, LLC - Frederick, MDCEO/Foundersince Jul 2004Exit Realty Prosperity Group - Frederick, MDRealtorJul 2008 - Dec 2010
..in the American College Chartered Financial Consultant
Full Profile

Glacia Townsend Frederick, MD

Professions & Specialties

Bank Teller • Financial Services Professional • Financial Services Sales Agent • Banker • Senior Airman

Experience & Education

Work

Company:
Sra, inc
Review technical assistant (rta)
Company:
Sra, inc
Full Profile

April Sandi Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Makeup Artist • Makeup Designer • Board Member • Chairperson • Management Team Executive • Operations Manager • Supporting Member • Counselor • Business Manager • Team Member • Advisor • Account Service Manager • Sales Representative • Tax Consultant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Dean • Higher Education Professional • School Administrator • Educational Manager • Doctor of Medicine • Master of Social Work • Juris Doctor • Master of Science

Experience & Education

Position:
Owner at Vintage Culture Inc, Project Specialist at Way Station, Inc., Makeup Artist at April Sandi ...
Title:
Owner at Vintage Culture Inc
Location:
Frederick, Maryland
Industry:
Mental Health Care
Work history:
Vintage Culture Inc - Frederick, MDOwnersince May 2013Way Station, Inc. - Frederick, MDProject Specialistsince Jul 2012
Skills:
Facebook, Public Speaking, Non-profits, Customer Service, Event Planning, Community Outreach,...
Financial Advisor at Morgan Stanley Dean Witter
Full Profile

Qamer Baber Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Analysts • Advisor • Assistant Manager • Coordinator • Security • Business Administrator • Supporting Member • Managers • Team Member • Client Service Officer • Supplier • Account Service Manager • Counter Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Bachelor of Science • SalesForce Administrator • SharePoint Administrator • Database Administration Professional • Database Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Command Sergeant Major • Operations Manager

Experience & Education

Work

Company:
Unitedhealth
Provider services analyst
Company:
Sprint nextel corporation - Frederick, MD
Mobile technical solutions consultant

Skills

Visio Outlook Access Word Excel International Project Management Infrastructure Planning Sales...
Full Profile

Shalisa Proctor Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Services Professional • Agent • Client Service Officer • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Team Member • Customer Service

Experience & Education

Work

Company:
Banner life insurance company
Policy administration associate
Company:
Various companies/individuals
Freelance public relations agent

Skills

Microsoft Office, Premium/Benefits Accounting, Life Insurance Administration, Customer Service...
Full Profile

Logan Gongaware Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Production Supervisor • Manager in Training • Managers • Production Director • Production Manager • Supporting Member • Non-Profit • Team Member • Manager • Operations Manager • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Bimbo bakeries usa
Production supervisor
Company:
Bimbo bakeries usa
Manager in training

Skills

Inventory Management, Ad Hoc Reporting, Oracle Reporting, Peoplsoft, Hyperion Essbase, Excel pivot...
Full Profile

Brian Jankowski Emmitsburg, MD

Professions & Specialties

Apprentice • Co-Founder • Treasurer • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Student Worker • Managers • Recruitment

Experience & Education

Work

Company:
Don butt jr., mba, cpa, cma
Accounting intern
Company:
The western maryland conservative victory team pac
Co-founder and treasurer

Skills

Microsoft Word
Microsoft Excel
Leadership
Research
Financial Modeling
Full Profile

Kami Culb Frederick, MD

Professions & Specialties

Collections Specialist • Collector • Repossessor • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Examiner • Analyst • Managers • Inspector • Analysts • Programmer

Experience & Education

Work

Company:
Physician now urgent care center
Practice manager
Company:
Immediate care - Frederick, MD
Senior billing and collections specialist
Full Profile

Kimberly Mazziott Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Coordinator • Managers • Owner • Director • Chief Executive • Operations Manager • Jurist • Legal Counsel • Underwriting Manager • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Dr. steven alcuri
Practice manager
Company:
University of kentucky chandler medical center - Lexington, KY
Surgical coordinator
Full Profile

Yvonne Watts Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Technical Specialist • Technical Support Specialists • Advisor • Pharmaceuticals Professional • Druggist • Pharmacist • Counter Manager • Sales Representative • Customer Service

Experience & Education

Work

Company:
Edenton retirement community
Medicinal technician
Company:
Community living, inc
Residential assistant
Full Profile

Richard Leishman Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Deputy Director • Chief Administrative Officer • Deputy Manager • Chief Executive • Restaurant Manager • Food Service Director • Bachelor of Science • Food Service Manager • Food Service Supervisor • Food Service Workers

Experience & Education

Work

Company:
Ubs financial services
Complex control officer, associate director
Company:
Ubs financial services
Branch administrative manager, associate director
Full Profile

Fredi Ebron Frederick, MD

Professions & Specialties

Loan Officer • Loan Officers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Receptionist • Front Desk Clerk • Counselor • Administrative Associate • Front Office Receptionist • Advisor • Administrative Clerk • Clerical Specialist • Bachelor of Science • Psychologist • Healthcare Support • Psychology Specialist

Experience & Education

Work

Company:
Sps consulting
Document imager
Company:
Empire financial services, inc
Processor/assistant to sr. loan officer
Full Profile

Jason Fox Frederick, MD

Professions & Specialties

Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Law Clerk • Judicial Law Clerk • Paralegal

Experience & Education

Work

Company:
Wells fargo (aerotek staffing)
Research analyst
Company:
Denick & associates, p.a - Baltimore, MD
Law clerk, externship
Full Profile

Roxanne Schenk Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Front Office Manager • Managers • Operations Manager • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Johns hopkins community physicians heart care
Administrative manager
Company:
Maryland heart p.c
Front office manager
Full Profile

Brian Colie Frederick, MD

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Bartender • Advisor

Experience & Education

Work

Company:
Remax premiere selections
Real estate consultant
Company:
Bonefish grill
Server/bartender
Full Profile

Deborah Matthews Frederick, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Professor • Office Administrator • Operations Manager • Sales Representative

Experience & Education

Work

Company:
Frederick co public schools
Home teacher
Company:
Edward jones - Eldersburg, MD
Branch office administrator
Full Profile

Jeannette Matamba Frederick, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Sales Account Associate • Sales Executive • Clerk • Front Office Receptionist • Clerical Specialist • Receptionist • Sales Manager

Experience & Education

Work

Company:
Capital home care
Home aide
Company:
Sunflower staffing
Event specialist

Skills

Fluent in French and some Spanish. Great communication skills. Outstanding in customer service. I...
Full Profile

Kevin Mcmahon Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Onsite Services Specialist at Experient
Title:
Onsite Services at Experient
Location:
Washington D.C. Metro Area
Industry:
Events Services
Work history:
Experient - Frederick, MDOnsite Services Specialistsince Jan 2012JPMorgan Chase - Frederick, MDFinancial AdvisorFeb 2010 - Nov 2010
Full Profile

Kurt Stein Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley - 30 West Patrick Street, 7th Floor, Frederick, MD 21701Financial Advisorsince Feb 2012Ameriprise Financial Financial AdvisorAug 1989 - Feb 2012
Full Profile

Heather Clark Baltimore, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant Associate at PNC Investments
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
PNC Investments - Baltimore, MDFinancial Consultant Associatesince Aug 2005Wachovia Securities Licensed Sales AssistantJun 2003 - Aug 2005
Full Profile

Colin Bathgate Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Gunners Mate at United States Navy
Title:
Student at Frederick Community College
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
United States Navy Gunners Matesince Sep 2004Merrill Lynch - Frederick, MDFinancial Advisor InternAug 2012 - Dec 2012
Full Profile

Eric Gonzales Washington, DC

Professions & Specialties

Senior Advisor • Subject Matter Expert • Contractor • Representative • Business Analyst • Advisor • Skilled Professional • Analyst • Analysts • Senior Airman • Manager • Operations Manager • Configuration Management • Information Technology Specialist • Software Deployment Engineer • Software Engineer • Software Developers • IT Specialist • Independent Business Owners

Experience & Education

Position:
Senior Consultant at SRA International, Inc. (formerly MorganFranklin, NSS Division)
Title:
Senior Consultant at SRA International, Inc.
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
SRA International, Inc. (formerly MorganFranklin, NSS Division) - Frederick, MDSenior Consultantsince Nov 2012Centeva - Frederick, MDBusiness AnalystSep 2010 - Nov 2012
Certifications:
FAC-C Level 1, Defense Acquisition University
Financial Consultant/Credit Manager at Wells Fargo..
Full Profile

Luke Markey Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Blacksmith • Senior Associate • Customer Service • Client Service Officer • Supporting Member • Team Member • Sales Manager • Owner • Chief Executive • Sales Executive • Bachelor of Science • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Plumbing Specialist

Experience & Education

Position:
Blacksmith at Creative Metal Design, Senior Associate at Deloitte
Title:
COO and Blacksmith at Creative Metal Design
Location:
Washington D.C. Metro Area
Industry:
Luxury Goods & Jewelry
Work history:
Creative Metal Design - Frederick, MDBlacksmithsince Feb 2013Deloitte Senior Associatesince Sep 2010
Certifications:
CPA, NC-CPA
Financial Advisor Intern at Edward Jones
Full Profile

Aaron Anderson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Apprentice • Business Administrator • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Analytics Consultant 4 at Wells Fargo Home Mortgage
Title:
Analytics Consultant at Wells Fargo
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Frederick, MDAnalytics Consultant 4since Jan 2013Wells Fargo Home Mortgage Analytics Consultant IIIJan 2010 - Dec 2012
Skills:
Finance, Analysis
Full Profile

Karissa Kinsella Washington, DC

Professions & Specialties

Loan Officer • Loan Officers • Collector • Repossessor • Collections Specialist • Financial Services Professional • Financial Services Sales Agent • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Graphic Design Specialist • Graphic Designer • Associate of Arts • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Mortgage Planner for Francki DiFrancesco at Apex Home Loans at Creations at Dreamland
Title:
Mortgage Planner/Loan Officer
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Creations at Dreamland - Rockville, MarylandMortgage Planner for Francki DiFrancesco at Apex Home Loanssince Dec 2012Tenacity Mortgage Loan Officer2012 - 2012
Collections Representative/Financial Advisor at JPMorgan Chase
Full Profile

Gautam Gupta Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Business Administrator • Management Analyst • Analysts • Chief Information Officer • Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist

Experience & Education

Title:
Experienced Management Consultant at DMI (Digital Management, Inc.)
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
DMI (Digital Management, Inc.) - Bethesda, MDManagement ConsultantSep 2008 - Feb 2013Merrill Lynch - Frederick, MDFinancial Advisor Trainee2007 - 2007
Full Profile

Robine Hardey Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Medical Practice Professional • Medical Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFO at HealthWorks for Northern Virginia
Location:
Washington D.C. Metro Area
Industry:
Medical Practice
Work history:
HealthWorks for Northern Virginia - Leesburg, VACFOsince Jul 2013Nova Medical and Urgent Care Center Inc. - Ashburn, VACFO2007 - Jun 2013
Personal Financial Advisor at American Express Financial Ad..
Full Profile

Michael Billiris Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Advisor • Supporting Member • Team Member • Fiduciary • Trust Law Attorney • Lawyers • Paralegal • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor Associate at Wells Fargo - Private Bank
Title:
Wealth Advisor Associate at Wells Fargo Private Bank
Location:
Philadelphia, Pennsylvania
Industry:
Banking
Work history:
Wells Fargo - Private Bank - Greater Philadelphia AreaWealth Advisor Associatesince Dec 2012Wells Fargo - South PhiladelphiaLicensed Personal Banker IIAug 2012 - Dec 2012
Languages:
Spanish
Personal Financial Consultant at Creative Financial Group
Full Profile

Daniel Dedona Roadside, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Analyst • Representative • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President

Experience & Education

Position:
Principal Military Analyst at Alion Science and Technology, Registered Representative at Primerica
Title:
Principal Military Analyst at Alion Science and Technology
Location:
Waynesboro, Pennsylvania
Industry:
Financial Services
Work history:
Alion Science and Technology - Alexandria, VAPrincipal Military Analystsince Apr 2012Primerica - Waynesboro, PARegistered Representativesince Feb 2011
Skills:
Financial Planning, Budgeting, Investment Advisory, Insurance Planning, Organizational Design,...
Financial Advisor at First Command Financial Servi..
Full Profile

Mark Doughty Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Title:
Wealth Management Advisor with TIAA-CREF Financial Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
TIAA-CREF - Bethesda, MDWealth Management Advisorsince Mar 2013PNC Financial Services Group - Frederick, MDPrivate Client Group Relationship ManagerOct 2009 - Mar 2013
Financial Advisor at American Express
Full Profile

Financial Consultants near Frederick, MD01428425670GaithersburgDullesAshburnLeesburgGermantownHagerstownClarksburgMount AiryBoydsWoodsboro


Financial Consultants around Frederick, MD

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Financial Consultants in Maryland

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