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Financial Consultants in Indiana

Financial Consultants in Indianapolis, IN

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250 results found

Joshua Smith Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Army Sergeant • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Remodeler • Maintenance and Repair Worker • Bachelor of Science • Computer Specialist • Psychology Specialist

Experience & Education

Position:
Business Financial Consultant at United Van Lines - Safeway Moving Systems, Financial Management...
Title:
Business Financial Consultant
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
United Van Lines - Safeway Moving Systems Business Financial Consultantsince Jul 2012Army National Guard - Indianapolis, Indiana AreaFinancial Management Techsince Feb 2012
Full Profile

Adam Cmejla Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Mathematics • Mathematician • Advisor • Representative • Agent • Sales Agent • Sales Representative • Financial Manager • Operations Manager • Business Administrator • Team Member • Lead Worker • Production Worker • Computer Specialist • Optometry Specialist • Stomatologist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Integrated Planning & Wealth Management, LLC
Title:
President & Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Think Tanks
Work history:
Integrated Planning & Wealth Management, LLC - Carmel, INPresidentsince Dec 2011My Business - Indianapolis, Indiana AreaOwnerNov 2007 - Nov 2011
Full Profile

Bill Feest Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Owner • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Title:
Financial Consultant Sr. at WellPoint
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Full Profile

Brett Habing Indianapolis, IN

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Supporting Member • Contractor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Chief Administrative Officer • Chairperson • Chief Executive • Advisor • Certified Nurse Aide • Psychology Specialist • Nurse • Nurse Practitioner • Sales Person • Sales Representative • Adjunct Instructor • Instructor • Pedagogue • Education Professional • Lecturer • Postsecondary Teacher • Recruitment • Model • Performer • Automotive Specialist • Automotive Professional

Experience & Education

Title:
Assistant Branch Manager at BMO Harris Bank
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
BMO Harris Bank - Plainfield, INUniversal BankerFeb 2012 - Feb 2013Royal United Mortgage - Indianapolis, Indiana AreaFinancial AdvisorJul 2010 - Feb 2012
Skills:
Teaching, Customer Service, Counseling, Customer Relations, Mortgage Banking, Public Speaking,...
Full Profile

Deb Christlieb Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Real Estate Manager • Licensed Real Estate Broker • Property Manager • Manager • Director • Chief Human Resources Officer • Financial Director • Operations Manager • Personnel Administrator • HR Manager • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Analyst • Clerk • Representative • Advisor • Analysts • Clerical Specialist • Master of Business Administration • Training and Coaching Professional • Professional Development Teacher • Sports Trainers

Experience & Education

Position:
Financial Analyst at Indiana Department of Housing and Urban Development
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
Indiana Department of Housing and Urban Development Financial Analystsince Sep 2011National Government Services Financial Consultant2011 - Sep 2011
Full Profile

Matt Hasbrook Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Managers • Team Member • Wellness and Fitness • Operations Manager • Computer Scientists

Experience & Education

Position:
Private Wealth Advisor at Merrill Lynch, Affiliate at Athletic Revolution
Title:
Financial Advisor at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch - Carmel, IndianaPrivate Wealth Advisorsince Feb 2012Athletic Revolution Affiliatesince Jun 2011
Skills:
Fitness, Nutrition, Microsoft Office, Analysis, Business Planning, Customer Service, Financial...
Languages:
Spanish
Full Profile

Joseph Matis Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Full Profile

Mickey Brooks Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive • Chief Executive Officer • Manager • Co-Owner • Treasurer • Corporate Executive • Operations Manager • Owner • Financial Officer • Financial Manager • Secretary • Economic Expert • Economist • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Chief Executive Manager at BNB Battery LLC, Co-Owner/Secretary Treasurer at JLB Mortgage Group
Title:
Chief Executive - BNB Battery - Regeneration & Maintenance of Lead-Acid Batteries
Location:
Indianapolis, Indiana Area
Industry:
Transportation/Trucking/Railroad
Work history:
BNB Battery LLC - Indianapolis, Indiana AreaChief Executive Managersince Oct 2009JLB Mortgage Group Co-Owner/Secretary Treasurersince Sep 2002
Skills:
Sales Management, New Business Development, Team Building, Business Planning, Strategic Planning,...
..to the opportunity to serve as your financial advisor
Full Profile

Erin Robertson Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Adjunct Instructor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Moderator • Business Administrator • Advisor • Air Transportation Worker • Non-Profit • Bachelor of Science • Student Worker • Psychology Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Consultant at TIAA-CREF, Adjunct Business Instructor at Ivy Tech Community College
Title:
Financial Consultant at TIAA-CREF
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
TIAA-CREF - Indianapolis, Indiana AreaFinancial Consultantsince Jan 2011Ivy Tech Community College Adjunct Business Instructorsince Aug 2009
Full Profile

Bradley Wells Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Internal Sales Consultant at OneAmerica Financial Partners Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
OneAmerica Financial Partners Inc. - Indianapolis, Indiana AreaInternal Sales Consultantsince Jan 2013OneAmerica - Indianapolis, Indiana AreaInvestment Specialist, SeniorAug 2011 - Dec 2012
Skills:
Investments, Trading, 401k, RFP, Sales, Salesforce.com
Certifications:
Series 6, FINRA
financial advisor
Full Profile

Richard Ohrn Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Founder • Financial Director • Partner • Owner • Founding Member • Chief Executive • Financial Officer • Financial Manager • Buyer • Sales Person • Buyer and Seller • Sales Representative • Receivership • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers • Model • Human Resources Specialist • Recruitment

Experience & Education

Position:
Owner at CFO Solutions Partner, Financial Consultant & Restructuring Officer at CFO Solutions
Title:
Principal & Founder, CFO Solutions Partner
Location:
Indianapolis, Indiana Area
Industry:
Management Consulting
Work history:
CFO Solutions Partner Ownersince Mar 2006CFO Solutions - Indianapolis, Indiana AreaFinancial Consultant & Restructuring Officersince Mar 2006
Full Profile

Steve George Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Administrative Officer • Senior Manager • Treasurer • Board Member • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Management Team Executive • Construction • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Public Accountant • Auditor • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Secretary • Instructor • Pedagogue

Experience & Education

Position:
Chief Financial Officer at Thieneman Construction, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
Thieneman Construction, Inc. - Westfield, IndianaChief Financial Officersince 2011Somerset CPAs, P.C. Senior Manager, Construction & A/E TeamOct 2007 - Dec 2011
He has served as the Financial Advisor to the Trustees of the Associate..
Full Profile

Dawn Merchiers Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Counselor • Advisor • Accounting Bookkeeper • Lawyers • Chief Executive • Computer Systems Administrator • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Full-Charge Bookkeeper at Auralex Acoustics
Location:
Indianapolis, Indiana Area
Industry:
Accounting
Work history:
Auralex Acoustics - Indianapolis, Indiana AreaFull-Charge Bookkeepersince Feb 2010Universal Print Solutions - Plainfield, INBookkeeperJul 2005 - Dec 2009
Skills:
Accounting, Financials, Bank Accounting, Bank Reconciliation, Accounting Management, Accounting...
Retained as accounting and financial advisor/consultant following separation,..
Full Profile

Dan Ruffner Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Executive Mentor • Business Administrator • Service Operations Expert • Managers • Advisor • Master of Business Administration • Bachelor of Arts • Human Resources Specialist • Recruitment

Experience & Education

Position:
Manager Client Billing at Fidelity Investments
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Fidelity Investments - Cincinnati AreaManager Client BillingOneAmerica, American United Life - Indianapolis, Indiana AreaBusiness Financial Consultant2009 - 2013
Skills:
Financial Modeling, Cross-functional Team Leadership, Budgets, Forecasting, Financial Analysis,...
Full Profile

M Laughner Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planner • Financial Management Analyst • Advisor • Business Administrator • Managers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Marketing Manager

Experience & Education

Title:
Financial Advisor at PNC Investment Advisor at PNC Investments
Location:
Indianapolis, Indiana Area
Industry:
Higher Education
Full Profile

Greg Brewer Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Vice President/Investment Advisor at Cornerstone Financial Services
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Cornerstone Financial Services Vice President/Investment Advisorsince Apr 2011John Hancock Financial Network Director of Investment MarketingSep 2009 - Apr 2011
..choice when you need a knowledgable financial advisor to provide you the resources to..
Full Profile

Jordan Jones Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Management Consultant • Management Analyst • Analysts • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Disabled/Retired
Location:
Indianapolis, Indiana
Industry:
Investment Management
Work history:
Raymond James - Indianapolis, Indiana AreaAssociate Vice President, InvestmentsMay 2005 - Jan 2013Merrill Lynch Financial AdvisorMay 2004 - May 2005
Skills:
Defined Benefit, Profit Sharing, Defined Contribution, Endowments, Foundations, Series 7, 401k,...
Full Profile

Richard Olsen Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Research Associate • Research Specialist • Research Scientist • Survey Researcher • Biologist • Biological Scientist • Government Administration Professional • Student Worker • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Contract Research Associate at Dow AgroSciences
Title:
Contract Research Associate
Location:
Indianapolis, Indiana Area
Industry:
Research
Work history:
Dow AgroSciences - Indianapolis, Indiana AreaContract Research Associatesince Sep 2008Ameriprise Financial Financial AdvisorSep 2006 - Dec 2006
Full Profile

Amy Sandusky Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Sales Manager • Model • Sales Executive • Financial Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • Non-Profit • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Financial Consultant at Humana Insurance
Title:
Financial Consultant at Humana
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Work history:
Humana Insurance - Indianapolis, Indiana AreaFinancial Consultantsince Sep 2007Golden Rule Insurance (a UnitedHealthcare company) - Indianapolis, Indiana AreaSenior Financial AnalystNov 2005 - Sep 2007
Skills:
Access, SAS, Competitive Analysis, Strategic Planning, PowerPoint, Essbase, FoxPro, Model...
Full Profile

Danielle Christmas Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service Associate

Experience & Education

Work

Company:
Connect2help
Internship student
Company:
Sallie mae
Financial advisor in collections
Full Profile

Barry Mckinsey Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Consultant at OneAmerica
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Full Profile

Leslie Juckem Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant Sr at WellPoint
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Work history:
WellPoint - Indianapolis, Indiana AreaFinancial Consultant Srsince May 2008Somerset CPAs, P.C. Accountant2003 - 2008
Full Profile

Christine Clouser Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Advisor • Controller • Certified Auditor • Financial Compliance Examiner • Auditor • Project Managers

Experience & Education

Title:
Sr. Financial Consultant at WellPoint
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Full Profile

Christopher Clouser Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Advisor • Controller • Certified Auditor • Financial Compliance Examiner • Auditor • Project Managers

Experience & Education

Title:
Sr. Financial Consultant at WellPoint
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Full Profile

Myla Langford Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Production Assistant • Business Administrator • Office Secretary • Managers • Office Clerk • Clerical Specialist • Manufacturing Laborer • Laborer • Secretary • Bachelor of Science

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Company:
Nordstrom - Indianapolis, IN
Personal stylist-mgmt. trainee
Full Profile

Brett Brooks Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Promotions Manager • Marketing Manager • Editor • Bachelor of Science • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Senior Financial Advisor, Team Leader at Huntington National Bank
Title:
Retail Investment Specialist Team Leader at Huntington National Bank
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Huntington National Bank - Noblesville, INSenior Financial Advisor, Team Leadersince Aug 2010Edward Jones Financial AdvisorApr 2006 - Aug 2010
Skills:
Marketing, Public Speaking, Budgets, Sales, Marketing Strategy, Advertising, Microsoft Office,...
Full Profile

Lima Kouassi Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at Eli Lilly
Location:
Indianapolis, Indiana Area
Industry:
Pharmaceuticals
Work history:
Eli Lilly Financial consultant
Full Profile

Linda Mahurin Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Clarian health partners inc / riley children's hospital - Indianapolis, IN
Registration specialist
Company:
Clarian health partners inc / methodist hospital - Indianapolis, IN
Patient financial counselor
Full Profile

Daniel Crookshanks Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Associate Vice President, Regional Banking Consultant at Wells Fargo Advisors
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Associate Vice President, Regional Banking Consultantsince Jul 2010Financial Partners Group / New England Securities Financial Advisor and Registered RepresentativeMar 2010 - Jul 2010
Skills:
Investments, Portfolio Management, Banking, Strategic Financial Planning, Financial Services,...
Full Profile

Normie Woods Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Recruitment • Operations Manager

Experience & Education

Work

Company:
First source/medassist @ st. vincent hospital
Financial counselor
Full Profile

Stephen Feider Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Training and Development • Personal Care Aide • Student Worker • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assurance Experienced Associate at PwC
Location:
Indianapolis, Indiana
Industry:
Accounting
Work history:
PwC - indianapolis, indiana areaAssurance Experienced Associatesince Sep 2012Butler Business Consulting Group - indianapolis, indiana areaFinancial ConsultantJul 2011 - May 2012
Full Profile

Andrew Tiplick Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Platinum Financial Advisor at Ameriprise Financial
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Platinum Financial Advisorsince Nov 1997
Skills:
ChFC Chartered Financial Consultant, CLU Chartered Life Underwriter, CRPC Chartered Retirement...
Full Profile

Steve Meredith Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at JJB Hilliard, WL Lyons
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
JJB Hilliard, WL Lyons Financial Consultant
Full Profile

Jordan Smith Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Supporting Member • Team Member • Office Clerk • Clerical Specialist • Air Transportation Worker • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Financial Consultant at Eli Lilly and Company
Title:
Senior Financial Analyst at Eli Lilly and Company
Location:
Indianapolis, Indiana Area
Industry:
Internet
Work history:
Eli Lilly and Company - Greenfield, IndianaAssociate Financial Consultantsince Jan 2012Amazon.com - Indianapolis, Indiana AreaSenior Financial AnalystAug 2011 - Jan 2012
Skills:
Financial Analysis, Business Planning, Financial Modeling, Leadership, Forecasting, Financial...
Full Profile

Stephen Duning Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Mar 1999The Walt Disney Company Manager Production and Purchasing: Walt Disney RecordsJan 1981 - Feb 1999
Full Profile

Teia Senzig Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at City Securities Corporation Financial Advisor at City Securities Corporation
Location:
Indianapolis, Indiana Area
Industry:
Investment Banking
Full Profile

Matt Westhafer Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Hilliard Lyons
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Hilliard Lyons Financial Consultantsince Jan 2006
Full Profile

James Dunson Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Computer Software Professional • Software Developers • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Contractor • Investor • Independent Business Owners • IT Manager • Information Systems Analyst • IT Analyst • Computers Specialist • Computer Specialist • Lawyers

Experience & Education

Position:
Owner at JED Consulting, Owner/President at JEDD Investments Inc
Title:
Financial Consultant at Indiana Insurance Guaranty Association
Location:
Indianapolis, Indiana Area
Industry:
Computer Software
Work history:
JED Consulting Ownersince Sep 2007JEDD Investments Inc Owner/Presidentsince Feb 1997
Skills:
Consulting, Team Building, Management Consulting, Project Management, Strategic Planning, Risk...
Full Profile

Michael Cahill Indianapolis, IN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Planner • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Special Care Planner at WestPoint Financial Group, Financial Advisor at WestPoint Financial Group
Title:
Financial Advisor at WestPoint Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
WestPoint Financial Group Special Care Plannersince Jan 2012WestPoint Financial Group Financial Advisorsince Feb 2010
Full Profile

Philip Schaefer Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners

Experience & Education

Position:
Financial Advisor at WestPoint Financial Group, Financial Advisor at MassMutual Financial Group
Title:
Financial Advisor at West Point Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
WestPoint Financial Group - Indianapolis, Indiana AreaFinancial Advisorsince Aug 2002MassMutual Financial Group Financial Advisorsince Aug 2005
Full Profile

Steve Smith Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Sports Trainer • Sports Trainers • Operations Manager • Human Resources Specialist • Recruitment • Bachelor of Science • Business Administrator • Managers • Tour Guide

Experience & Education

Position:
Client Account Manager at CS Capital Management
Title:
Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
CS Capital Management - Indianapolis, Indiana AreaClient Account Managersince Sep 2012Fifth Third Securities Vice President, Financial AdvisorJun 2011 - Aug 2012
Skills:
Insurance, Portfolio Management, 401k, Risk Management, Sales, Series 7, Financial Advisory,...
Full Profile

Stephanie Donlin Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at West Point Financial
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Full Profile

Bill Gray Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President-Investments at Sagamore Advisors of Raymond James
Title:
Financial Advisor at Sagamore Advisors of Raymond James
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Sagamore Advisors of Raymond James - Fishers, IndianaSenior Vice President-Investmentssince May 2009Morgan Stanley Smith Barney First Vice President - Wealth Management1984 - 2009
Full Profile

Charles Schmaltz Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Charles Edward Investment Management
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Full Profile

Tim Walker Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Operations Manager • Sales Manager • Sales Director • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Service Manager • Bachelor of Arts

Experience & Education

Position:
Business Manager at Delco Foods
Location:
Indianapolis, Indiana Area
Industry:
Food & Beverages
Work history:
Delco Foods Business Managersince Jun 2008HRBFA Financial AdvisorJan 2006 - May 2008
Skills:
Banking, Budget, Customer Service, Strategic Planning, Accounts Receivable, Data Analysis, Budgets, ...
Full Profile

John Parks Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit

Experience & Education

Position:
Chief Financial Officer at Integrated Community Development International, Financial consultant at...
Title:
Chief Financial Officer at Integrated Community Development International
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Integrated Community Development International Chief Financial Officersince Nov 2010John B. Parks, Financial Consulting Financial consultantsince Jan 2005
Full Profile

Dan Weisenbach Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Security • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at National Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
National Financial Group Financial Advisorsince Aug 1982
Skills:
Retirement Income Strategies, Retirement Planning, Saving for Education, Wealth Accumulation,...
Full Profile

Dan Holton Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Information Technology Specialist • IT Specialist • Office Clerk • Clerical Specialist • Database Administration Professional • Database Administrator • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Solutions Consultant at Xerox
Title:
Sr. Solutions Consultant
Location:
Indianapolis, Indiana Area
Industry:
Information Technology and Services
Work history:
Xerox Sr. Solutions Consultantsince Feb 2010Merrill Lynch Financial AdvisorMar 2005 - Mar 2008
Skills:
Continuous Improvement, Cold Calling, Sales Process, Salesforce.com, Account Management
Full Profile

Allen Wright Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Personal Care Aide • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Senior Relationship Manager at PNC Wealth Management
Title:
Vice President, Sr. Relationship Manager- PNC Wealth Management
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
PNC Wealth Management Vice President, Senior Relationship Managersince May 2012Bank of America Merrill Lynch Financial Advisor2006 - May 2012
Skills:
Finance, Strategic Financial Planning, Series 7, Wealth Management, Series 63, Investment Advisory, ...
Languages:
Spanish
Full Profile

Bryan Klemm Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Personal Care Aide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Management Team Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at VALIC
Title:
at VALIC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Aug 2010WestPoint Financial Group Financial AdvisorMay 2009 - Aug 2010
Full Profile


Financial Consultants near Indianapolis, IN01224364860CarmelFishersGreenwoodNoblesvillePlainfieldZionsvilleBrownsburgWestfieldAvonCicero