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Financial Consultants in Missouri

Financial Consultants in Lees Summit, MO

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16 results found

David Gibson Kansas City, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Counselor • Investor • Speaker • Representative • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Civil Servant • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President Level Position - Bank Brokerage Group/Financial Advisor at Large Mid-West Bank
Title:
Vice President-Brokerage Group-Large Mid-West Bank
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Large Mid-West Bank - Lees Summit, MOVice President Level Position - Bank Brokerage Group/Financial Advisorsince Jul 2011Fidelity Investments Regional ConsultantJan 2003 - Jun 2010
Full Profile

Christine Becker Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Surgeon • Medical Practice Professional • Surgical Specialist • Medical Practitioner • Office Assistant • Office Clerk • Clerical Specialist • Psychologist • Managers • Human Resources Specialist • Recruitment • Bachelor of Arts • Hospital Care Professional • Nurse Practitioner • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Patient Financial Counselor at Saint Luke's Surgicenter--Lee's Summit
Location:
Lees Summit, Missouri
Industry:
Medical Practice
Work history:
Saint Luke's Surgicenter--Lee's Summit - Lee's Summit, MOPatient Financial Counselorsince Jul 2012Lincare Pulmonary Rehab Services - Independence, MoOffice ManagerJan 2012 - Jul 2012
Skills:
Customer Relations, Excel, Editing, Forecasting, Team Leadership, Organizational Development,...
Full Profile

Jason Wood Lees Summit, MO

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 Investments
Title:
Financial Advisor at Edward Jones
Location:
Lees Summit, Missouri
Industry:
Financial Services
Work history:
Edward Jones Investments - Lees Summit, MOFinancial Advisorsince Jan 2011
Full Profile

Jc Ganote Lees Summit, MO

Professions & Specialties

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

Experience & Education

Position:
VP & Financial Advisor w/ Bankers & Investors Co. at Bankers & Investors Company, Inc....
Location:
Lees Summit, Missouri
Industry:
Financial Services
Work history:
Bankers & Investors Company, Inc. Located at: Bank of Lee's Summit - Lee's SummitVP & Financial Advisor w/ Bankers & Investors Co.since Sep 2007
Full Profile

Randy Silvey Lees Summit, MO

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at At request of employer, I am unable to list
Title:
Financial Advisor
Location:
Lees Summit, Missouri
Industry:
Financial Services
Work history:
At request of employer, I am unable to list - Lee's Summit, MOFinancial Advisorsince 2005
Full Profile

Matthew Plymell Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Call-logic
Corporate account executive
Company:
Wells fargo advisors
Financial advisor
Full Profile

Keith Smith Kansas City, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Systems Analyst • SalesForce Administrator • SharePoint Administrator • Software Engineer • Information Technology Specialist • C# Developer • IT Analyst • Database Administration Professional • Database Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developers • IT Specialist • Software Developer • Project Manager • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Managers • Computer Scientists • User Interface Designer • Contractor • Area Manager • Managers • Health Professional • Health Practitioner • Chief Executive • Region Manager • Independent Business Owners • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Position:
Systems Analyst at Viracor-IBT Laboratories
Location:
Kansas City, Missouri Area
Industry:
Information Technology and Services
Work history:
Viracor-IBT Laboratories - 951 Technology Dr, Lees Summit, MO 64086Systems Analystsince Aug 2011Market Masters DeveloperNov 2009 - Sep 2011
Skills:
Training, Testing, C#, Microsoft SQL Server, Troubleshooting, Project Management, Salesforce.com,...
Financial Advisor with Waddell & Reed
Full Profile

Sue Waters Kansas City, MO

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Counselor • Representative • Advisor • Doctor of Medicine • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Managers • Recruitment • Psychology Specialist

Experience & Education

Position:
Financial Adviser* / President at Exec Financial Group LLC, Financial Adviser at Eagle Strategies,...
Title:
Exec Financial Group LLC - President
Location:
Kansas City, Missouri Area
Industry:
Financial Services
Work history:
Exec Financial Group LLC - 6 F Street, Lake Lotawana, MO 64086Financial Adviser* / Presidentsince Jan 2012Eagle Strategies, LLC (a div. of New York Life) - 6 F Street, Lake Lotawana, MO 64086Financial Advisersince Aug 2010
Skills:
Crystallizing Objectives, Facilitating Movement / Action, Take responsibility for getting the job...
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Mary Kelly Lees Summit, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Consultant • Counselor • Advisor • Model • Human Resources Specialist • Recruitment • Financial Director • Financial Officer • Financial Manager • Coordinator • Managers • Management Team Executive • Operations Manager • Chief Executive • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Construction Manager

Experience & Education

Position:
CPA - Project Consultant at Resorces Global Professionals
Location:
Lees Summit, Missouri
Industry:
Financial Services
Work history:
Resorces Global Professionals - Kansas City, Missouri AreaCPA - Project Consultantsince Mar 2012Financial Consultant ConsultantJan 2012 - Feb 2012
Full Profile

Jacob Ford Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Database Administration Professional • Database Administrator

Experience & Education

Position:
Internal Wholesaler at American Century Investments
Title:
Investment Consultant - Business Retirement Services at American Century Investments
Location:
Lees Summit, Missouri
Industry:
Financial Services
Work history:
American Century Investments Internal Wholesalersince Oct 2008American Century Investments Internal Sales RepresentativeSep 2010 - Jun 2011
Skills:
Series 7, Mutual Funds, Series 66, CMFC, Series 63, Series 6, Alternative Investments, Retirement...
Certifications:
CMFC, College for Financial Planning
Financial Advisor at H&R Block Financial Advisors
Full Profile

Carl Mitchell Lees Summit, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Entertainment Professional • Entertainer • Counselor • Advisor • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Analysts • Operations Manager • Human Resource Manager • Recruitment • Sales Agent • Sales Representative • Regional Sales Consultant

Experience & Education

Work

Company:
Vyne productions
Entertainment producer and consultant
Company:
Crosstown station - Kansas City, MO
Owner & general manager

Skills

Strategic Planning, Business Development, Sales Management, Market Analysis, Project Management,...
Full Profile

Richard Singleton Lees Summit, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Sales Agent • Client Service Officer • Sales Representative • Customer Service • Forklift Driver • Lift Driver • Hoist Operator • Industrial Operator • Fork Lift Driver

Experience & Education

Work

Company:
Abraxas property management
Property leasing consultant
Company:
Harte hanks inc - Shawnee Mission, KS
Inbound sales agent/client service rep (full-time)

Skills

Have supervisory experience of small groups fewer than ten.
Full Profile

Christine South Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Manager • Director • Operations Manager • Chief Networking Officer • Customer Relations • Master of Business Administration • Bachelor of Science • Business Administrator • Real Estate Manager • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Care spot - Lees Summit, MO
Center manager
Company:
Planned parenthood of kansas and mid-missouri - Overland Park, KS
Director of health center operations
Full Profile

Darren Carter Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Master of Business Administration

Experience & Education

Work

Company:
Finance director, right now dvd
Company:
Asurion, inc
Director financial planning & analysis
Full Profile

Darren Copeland Lees Summit, MO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Board Member • Management Team Executive • Operations Manager • Bachelor of Science • Business Administrator

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity
Work:
Leader One Financial
3171 Ne Carnegie Drive, Lees Summit, MO 64064
beginning as a financial advisor and finally as a Regional Vice-P..
Full Profile

Cassandra Garcia Lubbock, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Financial Director • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Project Managers • Counselor • Project Manager • Business Consultant • Advisor • Human Resources Specialist • Recruitment • Controller • Financial Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Manager • Account Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Owner/Consultant at CG Consulting
Title:
CG Consulting
Location:
Lubbock, Texas
Industry:
Executive Office
Work history:
CG Consulting - Lubbock, Texas AreaOwner/Consultantsince Jan 2007Ajilon Consultants; GE Energy & Bushnell Performance Optics - Kansas City, Missouri AreaAccounting/Financial/Business ConsultantNov 2005 - Jan 2007
Skills:
Financial Reporting, Accounting, Financial Analysis, Accounts Payable, General Ledger, Accounts...
Full Profile

Financial Consultants near Lees Summit, MO04284126168210Kansas CityOverland ParkOlatheIndependenceBlue SpringsRaymoreGrandviewLouisburgHarrisonville


Financial Consultants around Lees Summit, MO

Blue Springs  (15)
Grandview  (3)
Independence  (22)
Kansas City  (1,241)
Kansas City  (15)
Louisburg  (2)
Olathe  (59)
Overland Park  (206)
Raymore  (5)

Financial Consultants in Missouri

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (16)