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Financial Consultants in Laurel, MD

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37 results found

James Pryde Fulton, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManaging PartnerDirector of Quality ControlVice PresidentPartnerChief ExecutiveCompliance ManagerIndependent Business OwnersDirectorProcurement ManagerOperations ManagerGeneral and Operations ManagerCorporate ExecutiveSenior ManagerPurchasing ManagerPurchasing ManagersModelAnalystTeam MemberAnalystsBachelor of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerRecruitment

Experience & Education

Position:
Financial Advisor at First Command Financial Services
Location:
Fulton, Maryland
Industry:
Financial Services
Work history:
First Command Financial Services - Fulton, MarylandFinancial Advisorsince Mar 2013LG Wellington Partners - Laurel, MDManaging Partner2010 - Jan 2013
Certifications:
Series 65 License -, FINRA
Series 6 License, FINRA

Sophia Ephraim Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPsychologistOwnerChief ExecutiveSports TrainerSports TrainersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology SpecialistTeam MemberComputer Scientists

Experience & Education

Position:
Owner at Haven Financial Counseling Services, Financial Counselor/Coach at Haven Financial...
Title:
Owner: Haven Financial Counseling Services
Location:
Laurel, Maryland
Industry:
Financial Services
Work history:
Haven Financial Counseling Services Ownersince Aug 2008Haven Financial Counseling Services Financial Counselor/Coachsince Aug 2008

Roxan Barber Laurel, MD

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentDruggistPharmacist

Experience & Education

Work

Company:
Medstar health
Patient financial specialist
Company:
Medstar washington hospital center
Financial counselor

Donna Walters Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Saluscare
Financial counselor

Shari Donnell Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerNon-ProfitFinancial OfficerFinancial ManagerAnalystsAdvisor

Experience & Education

Work

Company:
The grant group, llc
Senior financial consultant
Company:
Dimensions healthcare system - Laurel, MD
Manager of decision support and special projects

Liliana Guerrero Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTechnicianTechnical SpecialistTechnical Support SpecialistsCounselorCall Center RepresentativeBusiness AdministratorAdvisorInformation OperatorCommunications Equipment OperatorData ScientistDepartment Store SalespersonRetail SalespersonResearch SpecialistResearch ScientistOperations Manager

Experience & Education

Work

Company:
Adventist healthcare
Financial compliance rep./financial counselor
Company:
Datrose inc - Durham, NC
Technical response center technician

Skills

Bilingual: Spanish, MS Outlook, MS Office Suites, Insurance Verification, File & Record...

David Onyemem Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTax PreparerTax AccountantIndependent Business OwnersCounselorIndependent ContractorAdvisorContractorDoor-to-Door SalesOperations Manager

Experience & Education

Work

Company:
Maxtworks enterprises
Procurement(exports)/tax preparer/financial consultant
Company:
Sap fico and oracle financial consultingsap r
Independent contractor

Cherayna Hill Laurel, MD

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSales Account AssociateSales ExecutiveSales Manager

Experience & Education

Work

Company:
Bank of america
Teller/financial advisor
Company:
Neiman marcus - Hanover, MD
Sales associate

Skills

Related Coursework: African Politics, African American Politics, Constitutional Law and Politics,...

Dana Heyward Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdjunct InstructorLecturerPostsecondary TeacherRepresentativeData Entry SpecialistData Scientist

Experience & Education

Work

Company:
Kaiser permanente
Financial counselor
Company:
Ups
Data entry specialist

Skills

Proficient in Microsoft Word, Excel, and PowerPoint

David Holler Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDoctor of MedicineConstructionControllerOperations Manager

Experience & Education

Work

Company:
A large mutli-company construction group
Howard county, md
Company:
Independant consulting - various customers - Laurel, MD
Corporate development/ financial consultant/controller

Les Stephens Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentSenior Customer Service RepresentativeClient Service OfficerBusiness AdministratorCustomer ServiceConstruction SpecialistConstruction LaborerOperations Manager

Experience & Education

Work

Company:
Merrill lynch - Baltimore, MD
Financial advisor trainee
Company:
Comcast/rcn - Rockville, MD
Business sales representative

Tracy Cpa Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAnalystsBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Work

Company:
A-quire
Accounting/financial consultant
Company:
A-quire - Greenbelt, MD
Accounting/financial consultant

Joanne Wamsley Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPractice ManagerHealth Services ManagerCoordinatorManagers

Experience & Education

Work

Company:
Capital digestive care
Patient financial counselor
Company:
Medpeds, llc - Laurel, MD
Assistant practice manager/referral coordinator

Toyibat Abiola Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerAuditorProject Managers

Experience & Education

Work

Company:
Ernst& young llp
External auditor and project manager
Company:
Financial advisor

Ida-ida Gaulden Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Tiaa-cref
Financial consultant
Company:
Tiaa-cref - Charlotte, NC
Inbound consultant

Skills

Series 7 and 63 licenses, Life insurance licenses in DC, MD, VA, PA, TN, WV, MS, AL, GA, KYand FL

Jason Mccool Laurel, MD

Professions & Specialties

DirectorDistrict ManagerOperations ManagerRegion ManagerArea ManagerManagers

Experience & Education

Work

Company:
Dever designs
Director of sales and marketing
Company:
Automatic data processing (adp) - Tampa, FL
District manager

Skills

Team Building, Closing Sales, Solution Selling, B2B & B2C Sales, Lead Generation, Client...

Kristopher Maleski Laurel, MD

Professions & Specialties

Financial Services Sales AgentClient Service OfficerCustomer ServiceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCRT ManagerClient Development ManagerManagersStudent Worker

Experience & Education

Position:
Client Service Rep. at Guggenheim Partners
Title:
Client Service Rep. at Guggenheim Investments
Location:
Laurel, Maryland
Industry:
Financial Services
Work history:
Guggenheim Partners - Rockville,MDClient Service Rep.since Feb 2011FINRA Customer Service AgentAug 2010 - Jan 2011
Financial Counselor at CareOne Debt Relief Service..

Kevin Fuller Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersHuman Resources SpecialistRecruitmentBrand PlannerMarketing AdministratorBrand RepresentativeDirectorMarketing ManagerOperations ManagerRepresentativeBachelor of ArtsAccounting BookkeeperBookkeeperAccount Service Manager

Experience & Education

Work

Company:
The net.america corporation
Director, human capital management & strategic development
Company:
Futron corporation - Bethesda, MD
Marketing manager

Skills

Human Resources, Human Capital Management, Federal Government, Sales Operations, Operational...

David Groseclose Laurel, MD

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantOwnerChief ExecutiveTeam LeaderOperations ManagerCustomer ServiceClient Service OfficerBusiness SpecialistSystems Support SpecialistSupport SpecialistsSports Trainers

Experience & Education

Work

Company:
Viral technology
Owner
Company:
Capital one bank
Small business banker

Skills

Software and Technical Support. Trained on Windows, Apple, and Android platforms and currently...

Henry Clements Laurel, MD

Professions & Specialties

Accounts Payable ManagerAccounts Payable SupervisorAccounting BookkeeperAccounts Payable SpecialistAccounts PayableBookkeeperCertified Nurse AideNurseNurse PractitionerChief Executive

Experience & Education

Work

Company:
District of columbia public school system
Accounts payable manager
Company:
Dcps/ocfo - Washington, DC
Accounts payable supervisor

Catherine Turner Laurel, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinancial DirectorFinancial OfficerFinancial ManagerBachelor of ScienceAccounting BookkeeperBookkeeperTeam Member

Experience & Education

Work

Company:
Goodbooks wealth advisors
Owner
Company:
Goodbooks financial education services
Principal/owner

Skills

Microsoft Office, Quickbooks

Joseph Cocimano Laurel, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonMarketing ManagerAccount Service ManagerClient Service OfficerBranch ManagerField Marketing SpecialistMarketing AdministratorFood serviceCustomer Service

Experience & Education

Work

Company:
Capitol securities - McLean, VA
Vice president investments
Company:
Aegis capital corp
Investment executive

Skills

Asset allocation, Investment selection, Telephone prospecting and sales, Office management and...

Mike Dews Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClerkClerical SpecialistBachelor of ScienceAssociate of ArtsMaster of Business AdministrationCustomer Service

Experience & Education

Work

Company:
National football league players' association
Operations assistant
Company:
Mann bracken - Rockville, MD
Legal clerk

Kasha Evans Laurel, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberCoordinatorTeam MemberManagersSales Account AssociateSales ExecutivePhysicianSales Manager

Experience & Education

Work

Company:
Medstar georgetown university hospital
Charge entry specialist/business office
Company:
United healthcare corporation - Elkridge, MD
Associate clinical admin coordinator

Edward Johnston Laurel, MD

Professions & Specialties

Financial Services Sales AgentFinancial AnalystBudget OfficerCost AccountantFinancial Compliance ExaminerAuditorIndependent Business OwnersAccounting AnalystContractorAccount ManagerManagers

Experience & Education

Work

Company:
United states patent and trademark office - Alexandria, VA
Financial/budget analyst, contractor
Company:
Processed and reviewed uspto
Cost accountant, contractor

Dahlia Reed Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveSales PersonSales RepresentativeOperations ManagerResearch AssistantResearcherSurvey ResearcherBachelor of Arts

Experience & Education

Work

Company:
Myeyedr
Assistant general manager
Company:
Lifestyle lift - Owings Mills, MD
Sales consultant for physicians

Skills

Miscrosoft package, Inventory Management

Olagbemi Olagundoye Laurel, MD

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Systems AnalystIT AnalystProject ManagerCounselorAdvisorProject ManagersAnalysts

Experience & Education

Work

Company:
Jrock technologies
Business systems analyst
Company:
Science application internation corporation - Washington, DC
Project controller/consultant

Roxan Barber Laurel, MD

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentSecretarySupervisors

Experience & Education

Work

Company:
Medstar health
Financial associate
Company:
Medstar health
Unit secretary

Kristopher Maleski Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of Science

Experience & Education

Work

Company:
Guggenheim investments
Client services rep
Company:
Financial industry regulatory authority - Rockville, MD
Mortgage licensing specialist

Prakash Pandya Laurel, MD

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerBusiness AdministratorCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Team technology inc - Rockville, MD
Documentation specialist/service desk (temporary contract)
Company:
Rangsharan llc - Baltimore, MD
Finance operations/desk specialist

Tracy Black Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounts PayableAccounts Payable SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationCounselorPhilanthropeAdvisorNon-ProfitAccount ManagerBusiness AdministratorAnalystsDirectorOperations ManagerLaw SpecialistLawyersInformation Technology SpecialistIT SpecialistSchool AdministratorEducational Manager

Experience & Education

Position:
Accounting/Financial Consultant at A-Quire
Title:
Finance & Accounting Professional, CPA, MBA -- Accounting & Finance: Practical to Tactical
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
A-Quire Accounting/Financial Consultantsince Feb 2013Robert Half Finance & Accounting - Greenbelt, MD / Bethesda, MDAccounting/Financial ConsultantDec 2010 - Oct 2012
Skills:
Accounting, Financial Analysis, Financial Reporting, Budgets, Strategic Financial Planning, SEC...
Certifications:
Certified Public Accountant, State of MD, Board of Public Accountancy

Cynthia Morgan Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner, Investment Consultant at Morgan & Walsh Investments and Insurance
Title:
Financial Advisor
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan & Walsh Investments and Insurance - Laurel, MDOwner, Investment Consultantsince Oct 2010Ameriprise Financial Services, Inc. - Columbia, MDFinancial AdvisorMar 2009 - Feb 2010

Angela Kuzmeskus Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Financial Consultant at N/A
Title:
Financial
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
N/A - Laurel MDFinancial Consultantsince Jul 2003CUNA Mutual Group Financial AdvisorJul 2003 - Sep 2005

Teresa Johnson Washington, DC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveConstructionBusiness ConsultantAdvisorInformation Technology SpecialistIT SpecialistProject ManagersOperations ManagerCommunity Service ManagerAnalystAnalystsBachelor of ScienceGovernment Administration Professional

Experience & Education

Position:
Managing Director at TIPS-Technology Investment and Planning Solutions, LLC
Title:
Managing Director of TIPS - Technology Investment and Planning Solutions, LLC
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
TIPS-Technology Investment and Planning Solutions, LLC - Leesburg, VirginiaManaging Directorsince Sep 2011Aquilent - Laurel, MDSr. Business ConsultantAug 2008 - Aug 2011
Skills:
Stakeholder and End User Surveys, Assessments, and Feedback, Product Research, Analysis, and...
Senior Financial Consultant at Science Applications Inter..

Kirk Leslie Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness ConsultantAdvisorOperations Manager

Experience & Education

Position:
VP Investment Solutions at Advisors Asset Management, Inc.
Title:
VP Structured Products at Advisors Asset Management, Inc.
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Advisors Asset Management, Inc. VP Investment Solutionssince Jul 2010Curian Capital, LLC Regional Business ConsultantDec 2007 - Jul 2010
Financial Advisor at First Washington Financial

Daniel Lawson Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberMarketing ManagerAdvertising Sales Agent

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley - Bethesda, MDFinancial Advisorsince Jul 2012Morgan Stanley - Bethesda, MDRegistered AssociateDec 2009 - Jun 2012

Shari Donnell Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagerOperations ManagerFinancial OfficerFinancial ManagerAdvisor

Experience & Education

Position:
Senior Financial Consultant at The Grant Group, LLC
Location:
Washington D.C. Metro Area
Industry:
Hospital & Health Care
Work history:
The Grant Group, LLC - Vienna, VASenior Financial Consultantsince Jan 2009Dimensions Healthcare System - Laurel, MDManager, Reporting and Special ProjectsNov 2008 - May 2012


Financial Consultants near Laurel, MD03266529781,3041,630BaltimoreSilver SpringColumbiaHyattsvilleBowieCollege ParkCroftonGlen BurnieGreenbeltOdenton



Financial Consultants around Laurel, MD

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Financial Consultants in Maryland

Sub-specializations

Financial Consultant  (37)