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Financial Consultants in Kannapolis, NC

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Here is a complete list of nearly every professional Financial Consultants in Kannapolis, NC.

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9 results found

Hugh Crawford Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerFinancial AnalystStaff AuditorCertified Public AccountantField AuditorAuditorAccounting BookkeeperBookkeeperDirectorPartnerChief ExecutiveOperations ManagerProject ManagersCounselorProject ManagerBusiness AdministratorAdvisorSecretaryHospital Care ProfessionalHealth ProfessionalHealth PractitionerCompany SecretaryLawyersAutomotive SpecialistAutomotive ProfessionalBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Corporate Controller at Cardinal Innovations Healthcare Solutions
Location:
Charlotte, North Carolina Area
Industry:
Food Production
Work history:
Cardinal Innovations Healthcare Solutions - Kannapolis, NCCorporate Controllersince Jul 2013Snyder's-Lance, Inc. - Charlotte, North Carolina AreaFinancial ConsultantFeb 2012 - Jul 2013

Robert Winecoff Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerOwnerFounderChief Executive OfficerChief ExecutiveFounding MemberCorporate ExecutiveEntertainment ProfessionalEntertainerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at The Winecoff Financial Consulting Group, Founder/CEO at KPNC Entertainment
Title:
Partner,Celebrity,NFL, NBA, MBL Financial Advisor, Publicly Traded Company Lender, Pro Contract Lender.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
The Winecoff Financial Consulting Group Ownersince Feb 2005KPNC Entertainment - Kannapolis NCFounder/CEOsince Feb 2002

Holly Ventresca Kannapolis, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersBilling CoordinatorBilling RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Apollo group
Financial advisor
Company:
Goodyear general dentistry
Office manager/billing coordinator

Skills

Trainings and Certifications: Basic Presentation Skills: Planning a Presentation Customer Service...

Michael Anthony Kannapolis, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAnalystAnalystsBachelor of ScienceData Entry SpecialistData ScientistFinancial Manager

Experience & Education

Work

Company:
Tiaa-cref
Senior business metrics analyst - strategic sourcing
Company:
Wells fargo - Charlotte, NC
Financial consultant - wealth management, brokerage & retirement services fp&a

Skills

Consolidation of business unit results, management reporting, financial modeling and analysis, data ...

Wilfred Bailey Kannapolis, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial ManagerFinancial DirectorFinancial OfficerContractorIndependent Business OwnersOperations Manager

Experience & Education

Work

Company:
Apex systems, inc
Project financial manager (contractor)
Company:
Apex systems, inc - Charlotte, NC
Financial consultant (contractor)

Amy Cluka Kannapolis, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerAdvocateJuristLegal CounselCounselorAdvisorCustomer ServiceInsurance Examining ClerkClaims Examiner

Experience & Education

Work

Company:
Paragon revenue group
Billing customer service specialist
Company:
Relocated to north carolina
Patient advocate/financial counselor

Lorna Felts Charlotte, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerOwnerMarketing DirectorChief ExecutiveLeaderManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Senior Financial Services Representative at The Principal Financial Group, Independent Insurance...
Title:
Senior Financial Services Representative at The Principal Financial Group
Location:
Charlotte, North Carolina
Industry:
Financial Services
Work history:
The Principal Financial Group - 14045 Ballantyne Corporate Place, Suite 500 Charlotte, NC 28277Senior Financial Services Representativesince Apr 2012Felts Financial - Charlotte, North Carolina AreaIndependent Insurance Agency Ownersince Apr 2001
Skills:
Wealth Management, Investment Strategies, Disability Insurance, Life Insurance, Strategic Financial ...
Certifications:
Series 7, FINRA
Series 24, FINRA
Financial Advisor Network,FAN,

Jeremy Krider Charlotte, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount ManagerFinance and Accounting SpecialistTax PreparerBookkeeperAccounting BookkeeperTax AccountantSales ExecutiveSales ManagerSales RepresentativeOperations ManagerAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Account Manager at HFL, Inc
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
HFL, Inc - Charlotte, North Carolina AreaAccount Managersince Jan 2012Jackson Hewitt - Kannapolis, NcTax PreparerJan 2009 - Apr 2011
Languages:
Spanish
As a financial advisor the responsibilty was giving to..

Michael Anthony Kannapolis, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAnalystContractorAnalystsIndependent Business OwnersBusiness AdministratorMaster of Business AdministrationBachelor of ScienceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Coca-cola bottling
Sr. analyst (contractor)
Company:
Tiaa-cref - Charlotte, NC
Senior business metrics analyst


Financial Consultants near Kannapolis, NC04228441,2661,6882,110CharlotteHuntersvilleConcordMooresvilleCorneliusSalisburyHarrisburgDavidsonMount PleasantChina Grove



Financial Consultants around Kannapolis, NC

Charlotte  (2,108)
China Grove  (1)
Concord  (33)
Cornelius  (23)
Davidson  (8)
Harrisburg  (10)
Huntersville  (40)
Mooresville  (25)
Salisbury  (13)

Financial Consultants in North Carolina

Sub-specializations

Financial Consultant  (9)
Funder  (1)