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Financial Consultants in Indiana

Financial Consultants in Indianapolis, IN

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250 results found

Mike Adams Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Partner • Region Manager • Chief Executive • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer • Area Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior District Manager at Paylocity
Location:
Indianapolis, Indiana Area
Industry:
Human Resources
Work history:
Paylocity Senior District Managersince Jan 2009Merrill Lynch Financial Advisor2007 - 2009
Full Profile

Michael Braverman Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Butler • Personal Care Aide • Computer Software Professional • Software Developers

Experience & Education

Position:
Business Operations Manager - CaaS at Interactive Intelligence
Location:
Indianapolis, Indiana Area
Industry:
Package/Freight Delivery
Work history:
Interactive Intelligence Business Operations Manager - CaaSsince Oct 2012FedEx Express Financial AdvisorNov 2007 - Oct 2012
Full Profile

Heidi Hargis Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Registered Sales Assistant at Raymond James Financial Inc.
Title:
Registered Sales Assistant, Marketing Coordinator and Practice Management Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Raymond James Financial Inc. Registered Sales Assistantsince May 2012VALIC Financial AdvisorAug 2008 - Feb 2012
Full Profile

John Garcia Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Vice President - Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President - Financial Advisorsince Jan 2009
Skills:
Financial Modeling, Mergers, Financial Analysis, Retirement Planning, Private Equity, Pensions,...
Full Profile

Clint Mccurry Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Area Sales Representative at American Funds
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
American Funds - Carmel, INArea Sales Representativesince Feb 2012Edward Jones Financial AdvisorDec 2008 - Feb 2012
Skills:
Mutual Funds, Strategic Planning, Financial Analysis, Leadership
Full Profile

Joseph Rainier Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Services
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Dye's Walk Country Club - Greenwood, INFinancial ControllerNov 2010 - Sep 2012WestPoint Financial Group - Indianapolis, INFinancial AdvisorSep 2009 - Jul 2010
Full Profile

Jeanne Lowe Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
VALIC - Carmel, IndianaFinancial Advisorsince Mar 2012Ross, Sinclaire & Associates, LLC Institutional SalesJun 2006 - Jun 2012
Full Profile

Bob Kizer Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Sales Manager at BSN Sports
Location:
Indianapolis, Indiana Area
Industry:
Sports
Work history:
BSN Sports Regional Sales Managersince Feb 2013Northwestern Mutual Financial Network Financial AdvisorJun 2009 - Feb 2013
Full Profile

William Feest Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Owner • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Position:
Finance Director at WellPoint
Location:
Indianapolis, Indiana Area
Industry:
Insurance
Work history:
WellPoint - Indianapolis, Indiana AreaFinance Directorsince Jan 2013WellPoint - Indianapolis, Indiana AreaFinancial Consultant Sr.Dec 2010 - Jan 2013
Skills:
Financial Analysis, Financial Modeling, Risk Management, Insurance, Mergers, Due Diligence,...
Full Profile

Richard Edwards Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Equity Financial Services
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Equity Financial Services Financial Consultantsince Sep 2008Business Networking International Member2006 - 2008
Full Profile

Dave Bartz Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Vice President-Wealth Management at UBS Financial Services
Title:
Financial Advisor/Vice President-Wealth Management at UBS Financial Services
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
UBS Financial Services Vice President-Wealth Managementsince Jan 2009Merrill Lynch Financial Advisor/Vice PresidentJan 2000 - Jan 2009
Full Profile

Alex Yates Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Mar 2010Financial Partners Group Financial RepresentativeNov 2008 - Mar 2010
Full Profile

Gregg Keele Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Captain

Experience & Education

Position:
Financial Advisor, President at Bilitz Keele & Associates
Title:
Bilitz, Keele, and Associates a Financial Advisory Practice of Ameriprise Financial Services, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Bilitz Keele & Associates Financial Advisor, Presidentsince Nov 1997United States Army Reserve Captain1993 - 2006
Full Profile

J. Miller Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ciy Securities, Financial Advisor at NatCity Investments, Inc., Financial...
Title:
Financial Advisor at Ciy Securities
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ciy Securities Financial Advisorsince Oct 2010NatCity Investments, Inc. Financial Advisorsince Dec 1999
Skills:
Wealth Management, Investments, Retirement Planning, Mutual Funds
Full Profile

Aaron Lanteigne Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • IT Manager

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultantsince May 2009Edward Jones Investments Financial AdviserSep 2008 - Apr 2009
Full Profile

Chad Reynolds Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Recruiting Field Director at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Feb 2012Northwestern Mutual Recruiting Field Directorsince Feb 2012
Full Profile

Brian Montgomery Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
V.P., Financial Consultant at Charles Schwab and Co. Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Charles Schwab and Co. Inc. - Carmel, INV.P., Financial Consultantsince Nov 2009Charles Schwab and Co. Inc. - Henderson, NVV.P., Financial ConsultantMay 2007 - Nov 2009
Full Profile

Vuoch Minnich Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Minnich, Duning & Associates A financial advisory practice of Ameriprise...
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Minnich, Duning & Associates A financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisorsince 1998
Skills:
Personal financial planning for retirement, investments, retirement income strategies, protection...
Full Profile

Lyle Pettigrew Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Lyle E Pettigrew, AAMS, Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Lyle E Pettigrew, AAMS, Financial Advisor Financial Advisorsince Jan 1996
Full Profile

Chad Reed Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Valeo Financial Advisors LLC
Title:
Financial Advisor at Valeo Financial Advisors, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Valeo Financial Advisors LLC Financial Advisorsince Jun 2005KB Parrish & Co. LLP CPA1999 - Apr 2005
Full Profile

Lora Reihl Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at City Securities Corporation
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
City Securities Corporation Financial Advisorsince Feb 2009City Securities Corporation Asst. VP-Client Relationship ManagerApr 2001 - Feb 2009
Full Profile

G. Reinhardt Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Manager • Territory Account Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Chief Executive • Marketing Manager • Area Manager • Managers

Experience & Education

Title:
Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Philip Lavelle Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Financial Partners Group and a Registered Representative of New England Securities
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Angie Messer Indianapolis, IN

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Business Consultant • Advisor • Bookkeeper

Experience & Education

Position:
Financial Consultant and Stock Broker at Hilliard Lyons
Title:
Financial Consultant at Hilliard Lyons
Location:
Indianapolis, Indiana Area
Industry:
Investment Management
Work history:
Hilliard Lyons Financial Consultant and Stock Brokersince 2008Self - Employed Business Consultant2006 - 2008
Full Profile

Edward Muir Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Senior Financial Advisor and Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Bill Powers Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Associate Representative at Thrivent Financial for Lutherans
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Associate RepresentativeBenefit Solutions Financial AdvisorNov 2010 - Oct 2012
Skills:
Retirement Planning, Series 7, Mutual Funds, Wealth Management, 401k Rollovers, Saving for...
Full Profile

Elizabeth Free Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
ProTrans International - Indianapolis, INSupply Chain ManagerJun 2009 - Jun 2012
Full Profile

Andrew Noga Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant with AXA Financial Group, LLC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Jim Dunson Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Computer Operator • IT Manager • Information Systems Analyst • IT Analyst • Computers Specialist • Computer Specialist • Operations Manager • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers

Experience & Education

Title:
Financial Consultant at Indiana Insurance Guaranty Association
Location:
Indianapolis, Indiana Area
Industry:
Computer Software
Full Profile

Melissa Mcmullen Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Sales Department at Capital Group
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Capital Group Sales Departmentsince Feb 2012Valeo Financial Advisors LLC Financial AdvisorJun 2010 - Feb 2012
Full Profile

John Garcia Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Vice President - Senior Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President - Senior Financial Advisorsince Jan 2009
Full Profile

Michael Mathews Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor at Northwestern Mutual
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial AdvisorNorthwestern Mutual Financial Network Financial Advisorsince 1972
Full Profile

Matthew Derado Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor
Full Profile

Jane Fairfield Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Paralegal at Stevens & Associates, PC, Financial Advisor at Prosperity Financial Advisors, LLC
Title:
Financial and Retirement Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Crystal Neil Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones, Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2007
Full Profile

Joe Olexa Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Marc Pyatt Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Mar 2012
Full Profile

Todd Dekruyter Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Andy Brannon Indianapolis, IN

Professions & Specialties

Banker • Financial Consultant • Mortgage Broker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Account Manager • Municipal Clerk • Civil Servant • Counselor • Advisor • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Community Service Manager

Experience & Education

Position:
Regional Account Manager at Government Payment Service, Inc
Location:
Indianapolis, Indiana Area
Industry:
Government Relations
Work history:
Government Payment Service, Inc Regional Account Managersince 2006Various Banker/Financial ConsultantJan 2000 - Dec 2006
Skills:
Account Management, Sales, Strategic Planning, Team Building, Customer Service
Full Profile

Joseph Ridenour Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Fee-Only Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Tom Mincy Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Ameriprise Financial
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Caitlin Gress Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Services Intern at WestPoint Financial Group, Photographer's Assistant / Photographer at...
Title:
Financial Services Intern at WestPoint Financial Group
Location:
Indianapolis, Indiana Area
Industry:
Investment Banking
Work history:
WestPoint Financial Group - Indianapolis, Indiana AreaFinancial Services Internsince May 2012Hillary Gordon Photography - Fishers, IndianaPhotographer's Assistant / Photographersince 2010
I am currently a financial advisor working with individuals in the..
Full Profile

Andrew Bacon Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Subject Matter Expert • Butler • Team Member • Skilled Professional • Personal Care Aide • Advisor • IT Specialist • Entertainer

Experience & Education

Position:
Financial Consultant at Eli Lilly
Title:
Assoc Financial Consultant at Eli Lilly
Location:
Indianapolis, Indiana Area
Industry:
Pharmaceuticals
Work history:
Eli Lilly Financial Consultantsince May 2007Eli Lilly & Company Assoc Financial ConsultantMar 2004 - May 2007
Skills:
SAP, Order to Cash, Intercompany, Excel, Pharmaceuticals
Full Profile

Chet Warren Indianapolis, IN

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 Smith Barney
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Sep 2000
Full Profile

Ali Rahman Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial advisor at The Guardian
Title:
Financial Advisor
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
The Guardian Financial advisorsince Mar 1989
Skills:
Retirement Planning, Series 7, Retirement, Mutual Funds, Wealth Management, Fixed Annuities,...
Full Profile

Adam Bunday Indianapolis, IN

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at VALIC
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Full Profile

Jeffrey Borgert Indianapolis, IN

Professions & Specialties

Financial Consultant • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Investments at The Knall/Cohen Group - Stifel Nicolaus
Title:
Senior Vice President at Stifel Nicolaus
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
The Knall/Cohen Group - Stifel Nicolaus - Indianapolis, IndianaSenior Vice President - Investmentssince Jun 1998John Hancock Mutual Life Insurance Company - IndianapolisInvestment Analyst1997 - 1998
Financial advisor to High Net Worth Family Offices..
Full Profile

Stephen Bishop Indianapolis, IN

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at City Securities Corporation
Title:
Financial Advisor helping families, individuals and small businesses manage investment risk and meet goals.
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
City Securities Corporation - Downtown IndianapolisFinancial Advisorsince 2003NatCity Investments Financial Advisor1997 - 2003
Full Profile

Jennifer Smith Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Title:
Financial Coordinator
Location:
Indianapolis, Indiana Area
Industry:
Hospital & Health Care
Work history:
American Health Network - Carmel, IndianaFinancial CoordinatorMar 2011 - Feb 2013IU Women's Health Care Financial Counselor2005 - 2011
Full Profile

David Shui Indianapolis, IN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Financial Manager • Software Developers • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch
Location:
Indianapolis, Indiana Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince 2011Northwestern Mutual Financial RepresentativeMay 2008 - Apr 2011
Full Profile