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Financial Consultants in Hunt Valley, MD

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36 results found

James Park Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTechnical RecruiterRecruitmentDoctor of MedicineInformation Technology SpecialistIT SpecialistSoftware DevelopersStudent WorkerAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Technical Recruiter at Vision Technology Services
Location:
Baltimore, Maryland Area
Industry:
Information Technology and Services
Work history:
Vision Technology Services - Hunt Valley, MDTechnical Recruitersince Nov 2010New York Life Insurance Company Financial AdvisorOct 2009 - Oct 2010
Languages:
English, Korean, Spanish

Barbara Bennett Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief AccountantFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperDoctor of MedicineTeam MemberIndependent Business OwnersBachelor of Business AdministrationTechnical SpecialistTechnical Support SpecialistsAnalystsAdvisorHuman Resources SpecialistRecruitmentAgentSales RepresentativeOperations ManagerFinancial OfficerFinancial ManagerChief ExecutiveProject Managers

Experience & Education

Position:
Senior Accountant at State of MD
Location:
Baltimore, Maryland Area
Industry:
Environmental Services
Work history:
State of MD Senior Accountantsince Dec 2010Independent Consultant Financial ConsultantMar 2010 - Dec 2010
Skills:
Analysis, Report Writing, Budgets, Research, Non-profits, Due Diligence, Strategic Planning,...

Kate Dorsey Baltimore, MD

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerPersonal SecretaryTeam MemberManagersBachelor of ArtsSales RepresentativeRetail SalespersonSecretary

Experience & Education

Position:
Financial Specialist at PNC Investments
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
PNC Investments - Baltimore, Maryland AreaFinancial Specialistsince Sep 2012Merrill Lynch - Hunt Valley, MDFinancial AdvisorAug 2011 - 2012

Brian Mohler Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeDoctor of MedicineFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Garrison Financial, LLC
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Garrison Financial, LLC - Hunt Valley, MDFinancial Advisorsince Sep 2007

Jason Smiles Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Communications OfficerChief ExecutiveBachelor of ScienceMaster of ScienceComputer Systems AdministratorServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Sourcing Manager at TD Ameritrade
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
TD Ameritrade - Columbia, mdSourcing Managersince Mar 2008Morgan Stanley - Hunt Valley, MDFinancial Advisor2006 - 2008

Dave Ziegler Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveSecurityFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director. Northwestern Mutual, The Hunt Valley Group at NMFN
Title:
Managing Director, Northwestern Mutual
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
NMFN Managing Director. Northwestern Mutual, The Hunt Valley Groupsince Aug 1999Northwestern Mutual - 200 International Circle, Suite 1200 Huntvalley, MD 21030Managing Director1999 - 2011
Financial Advisor and Managing Director

Jonas Nicholson Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of Science

Experience & Education

Position:
Financial Advisor at National Financial Legacy Group
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
National Financial Legacy Group - Hunt Valley, MDFinancial Advisorsince Sep 2012MetLife Financial Services Financial Services RepresentativeAug 2009 - Sep 2012

Jill Bennett Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerFinancial OfficerFinancial ManagerOperations ManagerChief ExecutiveDoctor of MedicineMaster of ScienceData Entry SpecialistData Scientist

Experience & Education

Position:
Temporary Accountant/Assistant Controller at Legg Mason Capital Management
Title:
Sr. Financial Analyst/Accountant
Location:
Baltimore, Maryland Area
Industry:
Insurance
Work history:
Legg Mason Capital Management Temporary Accountant/Assistant Controllersince Oct 2011THE TRAVELERS INSURANCE COMPANY - Hunt Valley, MDSr. Financial Consultant2006 - 2011

Paul Sortino Baltimore, MD

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentPartnerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor - Junior Partner at Worthington Financial Partners
Title:
Paul Sortino, CFP®
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Worthington Financial Partners - Hunt Valley, MDFinancial Advisor - Junior Partnersince Aug 2006

Victoria Smith Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurity and Investigations ProfessionalIT SecuritySecurityInterpreterLanguage SpecialistC++ DeveloperSoftware DeveloperSoftware DevelopersClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales ManagerChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial counselor at Value IG
Title:
Cyber security professional
Location:
Baltimore, Maryland Area
Industry:
Computer & Network Security
Work history:
Value IG - Annapolis, MDFinancial counselorsince Jun 2011Linguistics International - Hunt Valley, MDCourtroom InterpreterMar 2003 - Feb 2013
Languages:
English, Russian, Ukrainian

Steven Shore Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCertified Nurse AideNurseNurse PractitionerGovernment Administration ProfessionalCommunity Service ManagerBookkeeper

Experience & Education

Position:
Financial Analyst at PBGC
Location:
Washington, District Of Columbia
Industry:
Government Administration
Work history:
PBGC Financial Analystsince 1996PHH Corporation - Hunt Valley MDSenior Financial Consultant1978 - 1982
Languages:
French

Eric Brann Baltimore, MD

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Morgan Stanley - Hunt Valley, MDVice President, Portfolio Manager, Financial Advisorsince Jun 2009UBS Financial Services Inc. - New York, NY and Hunt Valley, MDVice President, Investments, Portfolio Manager, Portfolio Mgmt. ProgramMar 1994 - Jun 2010
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.

Nicholas Steier Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - Hunt Valley, MDFinancial Advisorsince Apr 2005SunTrust Investment Services Financial AdvisorMar 2001 - Apr 2005

Bret Schertz Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Financial Advisor - RBC Wealth Management at ----------
Title:
Vice President - Financial Advisor - RBC Wealth Management
Location:
Baltimore, Maryland
Industry:
Financial Services
Work history:
---------- - Hunt Valley, MDVice President - Financial Advisor - RBC Wealth Managementsince Mar 2009Ferris, Baker Watts Inc. Investment Executive2001 - 2009
Skills:
Investments, Retirement Planning, Wealth Management, Finance, Series 7, Investment Advisory,...

Michael Hall Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeLeaderManagersTeam LeaderOperations Manager

Experience & Education

Work

Company:
Block vision - Baltimore, MD
Member services representative/team leader
Company:
Renaissance debt solutions - Hunt Valley, MD
Certified financial counselor

Chuck Harden Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of Operations

Experience & Education

Position:
Claim Operations Manager at Travelers
Location:
Baltimore, Maryland Area
Industry:
Insurance
Work history:
Travelers - Hunt Valley, MDClaim Operations Managersince May 2011Travelers - Hunt Valley, MDSr Financial ConsultantMar 2008 - May 2011
Skills:
Claims Management, Insurance, Claim, Liability, Commercial Insurance, Underwriting, Legal...

Marc Firlie Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMathematician

Experience & Education

Position:
Senior Vice President Investments at RBC Wealth Management
Title:
Senior Vice President - Financial Advisor
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Hunt Valley MdSenior Vice President Investmentssince Mar 2009Ferris Baker Watts, Inc - Baltimore, MarylandSenior Vice President - InvestmentsApr 1994 - Mar 2009

Benjamin Staines Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Hunt Valley, Maryland
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Aug 2008
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Personal Investment Advisor, Merrill Lynch Internal

Jacquese Gray Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantAdministrative AssociateOffice ClerkClerical SpecialistAdministrative ClerkTechnical Support SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Work

Company:
Most wanted rides - Baltimore, MD
Office manager administrative assistant
Company:
Careone credit debt consolidation - Columbia, MD
Online financial counselor and technical support

Skills

MS Word, Excel, Power Point, Outlook, Windows 8, Drafting memos, Detailed Researcher, 50+ wpm,...

Gary Carpenter Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Robert w. baird & co
Financial advisor
Company:
Morgan stanley smith barney - Towson, MD
Financial advisor

Brent Sewell Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsAssociate of ArtsStudent WorkerOperations Manager

Experience & Education

Work

Company:
Morgan stanley
Fixed income analyst ii
Company:
Edward jones investments - Nottingham, MD
Financial advisor trainee

Melanie Britenstine Baltimore, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalDirector of Business IntelligenceBusiness Data SpecialistMarket Research AnalystRelationship ManagerAccount Service ManagerClient Service OfficerAdvocateJuristLegal CounselCustomer ServiceConsumer Goods ProfessionalCommodities ClerkTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsCertified Public AccountantBilling CoordinatorBilling RepresentativePosting ClerkBillerAccounting BookkeeperBookkeeperUnderwriterSupporting MemberClerical SpecialistBusiness ConsultantAdvisorTeam MemberBachelor of ArtsAssociate in Applied ScienceOperations Manager

Experience & Education

Position:
Business Intelligence Manager at AAI Corporation
Title:
Business Intelligence Manager at AAI Corporation, an operating unit of Textron Systems, a Textron Inc. company
Location:
Baltimore, Maryland Area
Industry:
Defense & Space
Work history:
AAI Corporation - Hunt Valley, MDBusiness Intelligence Managersince Jul 2013Energizer - Greater St. Louis AreaBusiness Relationship ManagerOct 2012 - Jun 2013
Languages:
Some French
Certifications:
Certified Information Systems Auditor, Information Systems Audit and Control Association
Certified Public Accountant, American Institute of Certified Public Accountants

Katya Meekins Baltimore, MD

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinancial DirectorFinancial OfficerFinancial ManagerConsumer Goods ProfessionalCommodities ClerkOperations ManagerBusiness AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Marketing Finance Manager at McCormick
Location:
Baltimore, Maryland Area
Industry:
Consumer Goods
Work history:
McCormick - Hunt Valley, MDMarketing Finance Managersince May 2012Simply Asia Foods at McCormick - Hunt Valley, MDBusines Finance ManagerOct 2010 - Jul 2012
Financial Consultant 3 at Wells Fargo Bank

Craig Scornavacca Hunt Valley, MD

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentPhysicianCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitmentChief Administrative OfficerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Professional at Garrison Financial, LLC
Location:
Hunt Valley, Maryland
Industry:
Financial Services
Work history:
Garrison Financial, LLC Financial Professionalsince Aug 2012Height Analytics - Greater New York City AreaResearch Sales Trader2011 - 2012
Skills:
Dental Practice Management, Business Planning, Group Benefit Plans, Insurance, 401k, Employee...
Financial Advisor Network (FAN)

John Mcdonald Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorTrainerSales Account AssociateSales ExecutiveChief Executive OfficerSales ManagerCorporate ExecutiveChief ExecutiveMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Lead Technical Trainer at Kropp Holdings Inc.
Title:
Lead Technical Trainer
Location:
Hunt Valley, Maryland
Industry:
Management Consulting
Work history:
Kropp Holdings Inc. Lead Technical Trainersince Dec 2012Deloitte Consulting, LLP Consultant2009 - Dec 2012
Languages:
Spanish - Barcelona, Spain 2001-2002
Financial Advisor at Morgan Stanley

Michael Fitz-patrick Baltimore, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerMarketing ManagerMaster of Science

Experience & Education

Position:
Vice President at UBS Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Hunt Valley, MDVice Presidentsince Oct 2010Wells Fargo Advisors, LLC Vice President/Investment OfficerJan 2004 - Feb 2011
Financial Advisor/ Retirement Planning specialist/..

Michael Crowell Baltimore, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerDirectorCorporate ExecutiveChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Complex Director at RBC Wealth Management
Title:
Sr. Managing Director, RBC Wealth Management
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Hunt Valley, MDComplex Directorsince Jan 2003RBC Dain Rauscher - Baltimore, Maryland AreaBranch DirectorMar 2007 - Mar 2009
Certifications:
Accredited Wealth Manager, Michigan State University
Financial Consultant at RBC Dain Rauscher

Lee Densky Baltimore, MD

Professions & Specialties

Financial Services Sales AgentTraderCapital Markets ProfessionalFinancial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsAdvertising Sales Agent

Experience & Education

Position:
Manager of Finance at Sinclair Broadcast Group
Title:
Finance Manager at Sinclair Broadcast Group
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
Sinclair Broadcast Group - Hunt Valley, MdManager of Financesince May 2013Wagener-Lee Equity AnalystMay 2008 - Apr 2013
Financial Advisor at Raymond James Financial Servi..

Kim Nguyen Hunt Valley, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeApprenticeNon-ProfitDoctor of MedicineBachelor of ScienceClient Service OfficerStudent WorkerCustomer Service

Experience & Education

Work

Company:
New york life securities, llc
Registered representative
Company:
Naing international enterprise, ltd - Baltimore, MD
Accounting representative

Frank Meeder Hunt Valley, MD

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerDirectorDistrict ManagerOperations ManagerRegion ManagerArea ManagerManagers

Experience & Education

Work

Company:
National financial legacy group - Hunt Valley, MD
Director of agency development
Company:
Waddell & reed financial advisors - Shawnee Mission, KS
District manager, owings mills, maryland

Benjamin Ryan Hunt Valley, MD

Professions & Specialties

Financial Services Sales AgentDirectorVice PresidentOperations ManagerChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Cb commercial worldwide
Director
Company:
Cb richard ellis
Vice president, investments

Tracey Weller Hunt Valley, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorVice PresidentChief Executive

Experience & Education

Work

Company:
Consultant
Company:
Wells fargo advisors, llc - Hunt Valley, MD

Pia Ganguly New York, NY

Professions & Specialties

Voice ProfessorMusic ProfessorMusic ProfessorsIndependent ContractorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Voice Teacher at Self Employed
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Self Employed Voice Teachersince Apr 2013Colonial Life - Daytona Beach, Florida AreaAccount ExecutiveJan 2013 - Apr 2013
Languages:
English, Bengali, French
Financial Advisor at AXA Advisors

Andrea Mitsos Columbia, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorOperations ManagerHuman Resources SpecialistRecruitmentOffice ClerkClerical SpecialistRetail Sales Manager

Experience & Education

Work

Company:
Ascend one - Columbia, MD
Certified personal financial counselor (cpfc)
Company:
Brick bodies - Perry Hall, MD
Sales manager/full-time sales

Joseph Hall Columbia, MD

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersAdvisorAnalystAnalystsBranch ManagerField Marketing SpecialistMarketing AdministratorManagerMarketing ManagerOperations ManagerHigh School Diploma

Experience & Education

Work

Company:
Ascend one - Columbia, MD
Debt resolution specialist
Company:
Tsl marketing - Columbia, MD
Business technology specialist

Charles Harris Winchester, VA

Professions & Specialties

Army SpecialistMember Service RepresentativeMembership AdvisorAdvisorCustomer ServiceClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonBookkeeperOperations Manager

Experience & Education

Position:
Member Service Representative at Navy Federal Credit Union, SPC/Automated Logistical Specialist at...
Title:
Experienced Military, Manufacturing and Sales Professional
Location:
Winchester, Virginia
Industry:
Warehousing
Work history:
Navy Federal Credit Union - Winchester, VAMember Service Representativesince Jul 2013United States Army Reserve - Annapolis, MDSPC/Automated Logistical Specialistsince Jul 2009
Languages:
English
Financial Counselor at Renaissance Debt Solutions


Financial Consultants near Hunt Valley, MD03266529781,3041,630BaltimoreLutherville TimoniumReisterstownHampsteadWoodstockStevensonPhoenixFallstonJarrettsvilleWhite Hall



Financial Consultants around Hunt Valley, MD

Baltimore  (1,627)
Fallston  (1)
Hampstead  (2)
Reisterstown  (7)
Stevenson  (1)
White Hall  (1)
Woodstock  (2)

Financial Consultants in Maryland

Sub-specializations

Financial Consultant  (36)