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Financial Consultants in Huntsville, AL

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154 results found

Deborah Thigpen Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBudget OfficerFinancial Compliance ExaminerAuditorMaster of Business AdministrationBachelor of Science

Experience & Education

Position:
Project Management Specialist / New Business at Boeing
Location:
Huntsville, Alabama Area
Industry:
Aviation & Aerospace
Work history:
Boeing Project Management Specialist / New Businesssince Mar 2004FedEx Express Financial AdvisorJul 1998 - Mar 2004
Skills:
Project Management, Military, DoD, Affordability, Proposal Leadership, Government Proposals, Team...

Laura Mickels Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerDirectorOwnerChief ExecutiveOperations ManagerPlannerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPractice ManagerHealth Services ManagerManagement Team ExecutiveFinancial OfficerFinancial ManagerMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Partner/Registered Financial Consultant and Certified Exit Planner at Investor's Resource an...
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Investor's Resource an Independent Firm/Raymond James Financial Services Partner/Registered Financial Consultant and Certified Exit Plannersince Dec 2005First Financial Group / Lincoln Financial Advisors Practice ManagerJan 2005 - Dec 2005
Skills:
Strategic Planning for Business Owners, Corporate Executives and Retirees, Transition, Retirement,...

Donna Wilson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Title:
Contract Financial Analyst
Location:
Huntsville, Alabama
Industry:
Defense & Space
Work history:
Booz Allen Hamilton - Huntsville, AlabamaSenior Financial ConsultantJun 2005 - Sep 2011

Alan Hangartner Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerAdvertising ProfessionalAdvertising Sales AgentCustomer ServiceClient Service OfficerPsychologistPsychology SpecialistMarketing ManagerInternet Marketing ManagerWeb MarketerMarket AnalystMarket Research AnalystHealth ProfessionalHealth PractitionerAccounting BookkeeperBookkeeperIT Specialist

Experience & Education

Position:
Director of Sales and Marketing at Cottage Senior Living
Title:
Director of Sales and Marketing
Location:
Huntsville, Alabama Area
Industry:
Marketing and Advertising
Work history:
Cottage Senior Living - Huntsville, Alabama AreaDirector of Sales and Marketingsince Jul 2012Merrill Lynch Financial AdvisorOct 2010 - Jul 2012
Skills:
Product Development, Product Management, Marketing Strategy, Product Design, Product Launch,...

Todd Mcbride Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSalesForce AdministratorDatabase Administration ProfessionalDatabase AdministratorComputer Software ProfessionalComputer ScientistsSoftware DevelopersMathematician

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Huntsville, Alabama AreaFinancial Advisorsince Dec 2009AppsGo Vice President, SalesSep 2007 - Dec 2009
Certifications:
Financial Planning Specialist
Licensed Insurance/Annuity Specialist

Amber Bartlett Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupervisorManagersClient Service OfficerData Entry SpecialistData ScientistCustomer ServicePlannerAdministrative ClerkClerical SpecialistChief Executive

Experience & Education

Position:
Office of Student Financial Services at University of Alabama in Huntsville
Location:
Huntsville, Alabama Area
Industry:
Higher Education
Work history:
University of Alabama in Huntsville - Huntsville, Alabama AreaOffice of Student Financial Servicessince Jan 2012Two Men and a Truck - Huntsville, Alabama AreaCustomer Service RepresentativeJun 2009 - Dec 2011
Skills:
Customer Service, Data Entry, Microsoft Office, PowerPoint, Microsoft Word, Telephone Skills,...
Serve as back-up Financial Advisor

Kelly Clary Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ScienceChief Executive

Experience & Education

Position:
Member at Warren Averett Asset Management
Title:
Warren Averett Asset Management
Location:
Huntsville, Alabama Area
Industry:
Investment Management
Work history:
Warren Averett Asset Management - Huntsville, Alabama AreaMembersince Jan 2013G.L. Smith & Associates, Inc. Financial AdvisorMar 2011 - Mar 2013

Britt Tucker Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersAgentSales RepresentativeContractorOrganization ManagementManagersMaster of Business AdministrationBachelor of ScienceMaster of ScienceComputational ScientistComputer ScientistsVice PresidentChief ExecutiveOperations Manager

Experience & Education

Title:
Financial Advisor
Location:
Huntsville, Alabama
Industry:
Financial Services
Work history:
Leadership Huntsville/Madison County - Huntsville, Alabama AreaConnect Class 14 Graduate2012 - 2013Wells Fargo Advisors - Huntsville, Alabama AreaFinancial Advisor2010 - 2013
Languages:
English, Dutch, Chinese

David Williams Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSecuritySales RepresentativeAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at LifeCourse Capital, Inc.
Location:
Huntsville, Alabama Area
Industry:
Investment Management
Work history:
LifeCourse Capital, Inc. Financial Advisorsince Aug 2006Edward Jones Registered Financial RepresentativeJan 2001 - Aug 2006
Skills:
VBA Programming, VBScript, Microsoft Access, Microsoft Excel, Microsoft Word, Microsoft SQL Server, ...

Dustin Mayo Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonClient Service OfficerRelationship ManagerSales RepresentativeAccount Service ManagerAdvisorCustomer ServiceBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Sales Consultant at PNC BANK
Location:
Huntsville, Alabama Area
Industry:
Banking
Work history:
PNC BANK Financial Sales Consultantsince May 2013BBVA Compass - Athens, ALFinanacial Sales Advisor IIAug 2010 - May 2013
Certifications:
Alabama Life and Health License
Fill the role as a trusted financial advisor for customers taking the opportu..

Lev Li Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentStudent Worker

Experience & Education

Title:
Financial Consultant / Academic Training Program at Small Business Development Center
Location:
Huntsville, Alabama Area
Industry:
Banking

Christina Ridgeway Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystOperations Manager

Experience & Education

Position:
Command Financial Analyst (CFA) at US Army Aviation and Missile Command (AMCOM)
Location:
Huntsville, Alabama Area
Industry:
Defense & Space
Work history:
US Army Aviation and Missile Command (AMCOM) Command Financial Analyst (CFA)US Army Aviation & Missile Command Command Financial Advisor2010 - 2011

Nigel Brotherson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRevenue OfficerChief Revenue OfficerChief Administrative OfficerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalOperations ManagerCommunity Service ManagerTax AccountantCertified Nurse AideNurseNurse PractitionerMaster of Business AdministrationJuris DoctorBachelor of ScienceBusiness AdministratorManagersClient Service OfficerCustomer ServiceComputer Specialist

Experience & Education

Position:
Revenue Officer at Internal Revenue Service
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Internal Revenue Service - Florence, Alabama AreaRevenue Officersince Aug 2009First Command Financial Planning Financial AdvisorMar 2007 - Mar 2009
Skills:
Retirement Planning, Estate Planning, Small Business, Strategic Financial Planning, Wealth...

Jason Landers Huntsville, AL

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentPlannerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ at BlueCreek Investment Partners, LLC
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
BlueCreek Investment Partners, LLC CERTIFIED FINANCIAL PLANNER™since Apr 2009Merrill Lynch Financial AdvisorJun 2002 - Apr 2009
Skills:
Portfolio Management, Retirement Income Strategies, College Savings Plans, Financial Planning,...
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards, Inc

Jason Healy Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityTreasurerBoard MemberFinancial OfficerFinancial ManagerManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersSales ManagerSales Representative

Experience & Education

Position:
Financial Advisor at FSCU Investment Services located at Family Security Credit Union, Financial...
Title:
Financial Advisor
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
FSCU Investment Services located at Family Security Credit Union Financial Advisorsince Nov 2010CUNA Brokerage Service, Inc. Financial Advisorsince Nov 2010

Casey Anderson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCommander

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
United states army reserve
Company commander

Skills

Logistics, Leadership

Rob Warren Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorSecurityAdvisorOwnerChief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Huntsville, Alabama
Industry:
Financial Services
Work history:
Morgan Stanley - Huntsville, AlabamaFinancial Advisorsince Jun 2012Xerox - The Document Group - Huntsville, Alabama AreaSolutions and Services ConsultantAug 2010 - Jan 2012

John Jeffery Huntsville, AL

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsMaster of ScienceOperations ManagerChief ExecutiveManagers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Huntsville, AlabamaFinancial Advisorsince Nov 2010Servis First Bank Commercial BankerOct 2008 - Nov 2010

Jim Sarratt Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSecurityConstructionSales RepresentativeSales AgentClient Service OfficerCustomer ServiceAccounts PayableAccounts Payable SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperOncologistMedical Practice ProfessionalMedical PractitionerBachelor of ScienceOperations Manager

Experience & Education

Title:
Experienced versatile professional seeking next opportunity.
Location:
Huntsville, Alabama
Industry:
Construction
Work history:
Financial Services in Huntsville - Huntsville, Alabama AreaFinancial Advisor2009 - 2012Dealers Warehouse - North AlabamaSales Representative2006 - 2009

Thomas O'Connor Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinancial DirectorChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveChief Executive

Experience & Education

Position:
Financial Advisor at BlueCreek Investment Partners
Location:
Huntsville, Alabama Area
Industry:
Insurance
Work history:
BlueCreek Investment Partners - Huntsville, Alabama AreaFinancial Advisorsince Aug 2011J. Smith Lanier & Co. Commercial / Property & Casualty ProducerJun 2009 - Sep 2011
Skills:
Strategic Financial Planning, Retirement Planning, Investments, 401k, College Savings Plans

Jeff Dennison Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerManaging MemberOperations ManagerChief ExecutiveMarketing ManagerSports TrainerSports TrainersCounselorAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentSales AgentSales RepresentativeGeneral EducationPsychologistField Marketing SpecialistMarketing AdministratorDesign ArchitectDesignersPsychology Specialist

Experience & Education

Position:
Senior Agency Manager at HBW Insurance & Financial Services
Title:
Financial Consultant
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
HBW Insurance & Financial Services Senior Agency Managersince Feb 2009LJ, LLC Managing MemberJul 2007 - Oct 2010

Stefan Rainer Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderInvestment AnalystPuchasing and Estimating ManagerCapital Markets ProfessionalSenior AnalystAnalystAnalystsManagerFinancial ManagerOperations ManagerAgentSales RepresentativeMaster of Business AdministrationSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Investment professionals inc
Financial advisor /investment executive
Company:
Morgan stanley - Huntsville, AL
Financial advisor

Kyle Findlay Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Huntsville, Alabama Area
Industry:
Investment Management

Kay Johnson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistOffice ClerkClerical SpecialistOperations Manager

Experience & Education

Work

Company:
The orthopaedic center - Huntsville, AL
Financial counselor
Company:
Mountain view family medicine - Gurley, AL
Practice administrator

John Badio Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial advisor at Wachovia Securities, LLC
Location:
Huntsville, Alabama Area
Industry:
Capital Markets
Work history:
Wachovia Securities, LLC Financial advisor

Lucio Provenzani Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersBusiness AdministratorPartnerChief ExecutiveOperations ManagerBachelor of Science

Experience & Education

Position:
Program Assessment Division Leader at NAMEADSMA
Location:
Huntsville, Alabama Area
Industry:
Defense & Space
Work history:
NAMEADSMA Program Assessment Division Leadersince Jul 2008Italian Ministry of Defence - National Armaments Directorate Procurement and Financial consultantNov 2007 - Jun 2008
Skills:
Earned Value Management, Risk Management, Project Management, Air Force, Program Management, MS...
Languages:
English, Italian, German
Certifications:
PMP (Project Management Professional), Project Management Institute

Rfc Jackson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at LPL Financial
Location:
Huntsville, Alabama Area
Industry:
Investment Management
Work history:
LPL Financial Financial Advisor

Ronald Throneberry Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Intergraph Corporation
Location:
Huntsville, Alabama Area
Industry:
Accounting

Rickey Singh Huntsville, AL

Professions & Specialties

Financial ConsultantTellerFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorChief ExecutiveOperations ManagerStudent Worker

Experience & Education

Work

Company:
Pnc bank n.a
Financial consultant
Company:
Teller

Listiel Rock Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of OperationsOperations ManagerCommunity Service ManagerGovernment Administration ProfessionalCustomer ServiceOffice ClerkClerical SpecialistPsychology Specialist

Experience & Education

Position:
Financial Counselor at Mt. Calvary SDA
Title:
Financial Counselor
Location:
Huntsville, Alabama
Industry:
Financial Services
Work history:
Mt. Calvary SDA - Huntsville, Alabama AreaFinancial Counselorsince 2011US Department of Commerce, US Census Bureau Office Operations SupervisorApr 2010 - Sep 2010

Craig Pack Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales EngineerBusiness AdministratorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Allstate insurance company
Financial consultant
Company:
Morgan stanley global wealth mgmt
Financial advisor

Rochel Mcdonald Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at H and F acceptance
Location:
Huntsville, Alabama Area
Industry:
Investment Management
Work history:
H and F acceptance Financial Advisor

Jonathan Smith Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bankers Life and Casualty
Location:
Huntsville, Alabama Area
Industry:
Insurance
Work history:
Bankers Life and Casualty Financial Advisor

Rob Mayes Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent Worker

Experience & Education

Position:
Financial Advisor at BlueCreek Investment Partners
Title:
Financial Advisor
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
BlueCreek Investment Partners Financial Advisorsince Aug 2010National Student Leadership InternAug 2009 - May 2010

Ron Throneberry Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Intergraph Corporation
Location:
Huntsville, Alabama Area
Industry:
Accounting
Work history:
Intergraph Corporation Financial Consultant

Jim Bergman Huntsville, AL

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial Services, Inc.
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Certified Financial Plannersince May 2008Morgan Keegan Financial ConsultantSep 2002 - May 2008

Steve Jackson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEducatorEducation ProfessionalInstructorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at LPL
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
LPL Financial Advisorsince Nov 1999

Jana Hinsley Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2009Farmers Insurance Director of Commercial SalesJan 2005 - Jan 2008
Skills:
Managing investment portfolios, Researching the financial industry

Jeffrey Conway Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMathematicsMathematicianBrand RepresentativeMarketing ManagerIT Specialist

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
VALIC - Huntsville, AL.Financial Advisor

Jason Schrimsher Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveManagement Team ExecutiveOperations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
UBS Financial Services Financial Advisorsince Jan 2009Morgan Stanley Financial AdvisorMay 1999 - Jan 2009
Skills:
Retirement Planning, Investments, Wealth Management for Corporate Executives, Estate Planning, Risk ...

Oneal Hodges Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOwnerChief ExecutiveBuyer and SellerSales RepresentativeNurseNurse Practitioner

Experience & Education

Position:
Commercial financial consultant at Oneal Hodges.com/services
Title:
Oneal Hodges.com/services
Location:
Huntsville, Alabama Area
Industry:
Real Estate
Work history:
Oneal Hodges.com/services Commercial financial consultantsince Feb 1992ON-POINT SOLUTIONS, LLC OwnerFeb 2006 - Dec 2010

Craig Satterfeal Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCoordinatorManagers

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Title:
Financial Consultant
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Consultantsince Oct 2003State Farm Insurance Project CoordinatorDec 1998 - Sep 2003

Zac Buckley Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerVice PresidentChief Executive

Experience & Education

Position:
VP of Leasing at Crunkleton & Associates
Title:
Commercial Real Estate
Location:
Huntsville, Alabama Area
Industry:
Real Estate
Work history:
Crunkleton & Associates VP of Leasingsince Mar 2010Synovus Financial Advisor2008 - 2010
Skills:
Lease Negotiations, Landlord

Pennie Keene Huntsville, AL

Professions & Specialties

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

Experience & Education

Position:
Vice President - Wealth Management / Financial Advisor at UBS Financial Services, Inc.
Title:
Vice President - Wealth Management/Financial Advisor at UBS Financial Services, Inc.
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Vice President - Wealth Management / Financial Advisorsince Dec 2008Merrill Lynch Vice President - Investments / Senior Financial AdvisorJul 1984 - Dec 2008

Chris Russell Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHR Manager

Experience & Education

Position:
Wealth Manager at Wells Fargo
Location:
Huntsville, Alabama Area
Industry:
Banking
Work history:
Wells Fargo Wealth Managersince Apr 2008Morgan Stanley - Huntsville, Alabama Financial Advisor2005 - 2008

John Gibson Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Huntsville, Alabama Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince May 2011Sanmina-SCI Financial AnalystJul 2008 - Apr 2011

Olly Orton Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Huntsville, Alabama Area
Industry:
Investment Management
Work history:
Morgan Stanley - Hunsville, ALFinancial Advisorsince Apr 2006WHNT-TV / NYT BG Director of New MediaSep 2001 - Mar 2006

Hope Strong Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Consultant at Clowers Wealth Management Group of Wells Fargo Advisors, LLC
Title:
Financial Consultant at Clowers Wealth Management Group of Wells Fargo Advisors
Location:
Huntsville, Alabama
Industry:
Financial Services
Work history:
Clowers Wealth Management Group of Wells Fargo Advisors, LLC - Huntsville, ALFinancial Consultantsince Mar 2009Morgan Stanley Smith Barney - Huntsville, ALFinancial Advisor2005 - 2009
Certifications:
CFP(R)

Deborah Boles Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant ManagerManagersPartnerChief ExecutiveBusiness AdministratorAnalystsOperations Manager

Experience & Education

Position:
Assistant Manager at Regions Financial Institution
Title:
Assistant Manager at Banking & Finance
Location:
Huntsville, Alabama Area
Industry:
Banking
Work history:
Regions Financial Institution Assistant Managersince Apr 2008Insurance and Customer Service Private Corporations Financial ConsultantApr 2003 - Jan 2008

Jefferson Dennison Huntsville, AL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonManagerOperations ManagerMarketing ManagerChief ExecutiveDrafterDesign ArchitectDesignersField Marketing SpecialistMarketing Administrator

Experience & Education

Title:
Financial Consultant
Location:
Huntsville, Alabama Area
Industry:
Financial Services



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