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Financial Consultants in Littleton, CO

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95 results found

Carrie Loberger Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerBusiness AdministratorAnalystsBiotechnology ProfessionalBiologistBiological ScientistInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Financial Consultant at LPL Financial
Title:
Financial Consultant
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
LPL Financial Financial Consultantsince Feb 2012Synergy Services Program mgr2013 - 2013

Thomas Wolf Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersAdvisorBusiness AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Merrill lynch wealth management
Financial advisor
Company:
Merrill edge inc - Tiburon, CA
Financial solution advisor

Paul Bury Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerChairpersonChief ExecutiveFinancial ManagerBachelor of ScienceFinancial Compliance ExaminerAuditor

Experience & Education

Position:
Financial Consultant at Xcel Energy
Location:
Greater Denver Area
Industry:
Utilities
Work history:
Xcel Energy Financial Consultantsince Apr 2002Cost Management Solutions - Highlands Ranch, COPresidentJan 2000 - Apr 2002
Languages:
French

Sean Mahanna Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Denver botanic gardens
Company:
United american health insurance and farmers insurance group
Financial advisor

Anna Berezowska Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativePsychologistJuristLegal CounselClient Service OfficerCustomer ServicePsychology Specialist

Experience & Education

Work

Company:
Wells fargo advisors - Tavares, FL
Financial consultant
Company:
Fidelity brokerage services/ strategic advisers llc - The Villages, FL
Investments representative

Suzanne Roberts Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Representative

Experience & Education

Work

Company:
Northwestern mutual
Financial consultant
Company:
Tenent healthcare - Orange, CA
Financial assistant

Colleen Mcallister Littleton, CO

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerSecretaryPersonal SecretaryOffice AssistantAdvisorSupporting MemberOffice ClerkClerical SpecialistTeam MemberManagerChief Administrative OfficerFinancial ManagerOperations ManagerChief ExecutiveEquipment Tools Purchasing AgentAgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Case Manager/Office Manager/Personal Assistant at Susan G. Baldwin, CFP, Piano Teacher at...
Title:
Case Manager/Personal Assistant for Susan G. Baldwin, CFP
Location:
Littleton, Colorado
Industry:
Financial Services
Work history:
Susan G. Baldwin, CFP - AXA Advisors, Highlands Ranch, COCase Manager/Office Manager/Personal Assistantsince Mar 2011McAllister Piano Studio Piano Teachersince Sep 1995
Skills:
Outlook
..Manager for extremely successful CFP/Financial Advisor by supporting her with her curre..

Darryl Hudspeth Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPhysical Education ProfessorPhysical Education ProfessorsSales RepresentativeSports Game Coach

Experience & Education

Position:
Partner at High Point Financial Group, LLC, Financial Advisor, Partner at High Point Financial...
Title:
Partner at High Point Financial Group, LLC
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
High Point Financial Group, LLC - Lakewood, COPartnersince Oct 2001High Point Financial Group, LLC Financial Advisor, Partnersince 1995

Brandon Thall Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor Associate at Chase Investments an affiliate of JPMorgan Securities, LLC
Title:
Financial Advisor Associate
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Chase Investments an affiliate of JPMorgan Securities, LLC - Littleton, COFinancial Advisor Associatesince Jul 2007
Skills:
Series 7, Asset Managment, Investments, Leadership, Financial Analysis, Microsoft Excel, Wealth...

Robert Mora Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveCommunity Service ManagerAdministrative OfficerAdvisorManagersSchool PrincipalSchool AdministratorEducational ManagerHuman Resources SpecialistRecruitmentGovernment Administration ProfessionalEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Title:
Administrative Management
Location:
Littleton, Colorado
Industry:
Government Administration
Work history:
DOI - USGS Administrative OfficerJun 2004 - Apr 2008Lucent Technologies Equipment EngineerOct 1998 - Oct 2002
Function as principal financial advisor to the Chief Scientist and senio..

Jody Randall Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServicePsychologistVolunteerPersonal SecretaryManagersNon-ProfitOffice ClerkClerical SpecialistAutomotive SpecialistAutomotive ProfessionalParalegalOperations ManagerChief ExecutiveData ScientistPsychology SpecialistSecretary

Experience & Education

Position:
Customer Service Rep at Enterprise Fleet Management
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Enterprise Fleet Management Customer Service Repsince May 2012Edward Jones - Greater Denver AreaBranch AdministratorSep 2009 - Oct 2011
Worked with a Financial Advisor

Mitchell Clark Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTax AccountantCertified Public AccountantAccounting ClerkAccounting BookkeeperBookkeeperConstructionPhilanthropeNon-ProfitLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Tax Accountant at WhippleWood CPAs PC
Location:
Greater Denver Area
Industry:
Accounting
Work history:
WhippleWood CPAs PC - Littleton, COTax Accountantsince Aug 2012Estep Burkey Simmons, LLC - Muncie, INStaff Accountant and Financial ConsultantJan 2010 - May 2012

Jesse Piburn Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTechnical RecruiterRecruitmentReal Estate Manager

Experience & Education

Position:
Financial Consultant with Legacy Wealth Partners, LLC at AXA Advisors
Title:
Financial Consultant
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
AXA Advisors - Greater Denver AreaFinancial Consultant with Legacy Wealth Partners, LLCsince Aug 2012Staff IQ - Denver, COTechnical RecruiterJan 2012 - May 2012
Certifications:
CO Life, Accident & Health Insurance License, State of Colorado Insurance
Series 7, FINRA

Charles Baker Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentOffice AdministratorOperations ManagerBusiness Development ManagerDistribution ManagerSenior Account ExecutiveSenior Customer Service RepresentativeClient Service OfficerRepresentativeAdvisorAccounting BookkeeperBookkeeperLogisticianCustomer Service

Experience & Education

Work

Company:
Axa advisors, llc - Highlands Ranch, CO
Financial consultant
Company:
Edward jones financial - Denver, CO
Branch office administrator

Skills

Strategic Alliances - Partnerships Relationship, Budget Planning and Administration, Distribution...

Graeme Cowie Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerOperations ManagerManagers

Experience & Education

Work

Company:
Imagine communications - Englewood, CO
Senior financial consultant
Company:
Harris corporation - Englewood, CO
Senior manager planning and analysis - harris broadcast communication division

Cori Cocas Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateOffice AssistantAdministrative ClerkClerical SpecialistOffice ClerkAccount RepresentativeClient Service OfficerAgentSales RepresentativeAdvocateJuristLegal CounselCustomer ServiceAccounts Receivable

Experience & Education

Work

Company:
Rocky mountain cancer center
Financial counselor; administrative assistant account representative patient advocate
Company:
Broadway animal medical - Boulder, CO
Office manager

Skills

Detail oriented; excellent customer service skills

Anne Fox Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveCertified AuditorFinancial Compliance ExaminerAccounting BookkeeperBookkeeper

Experience & Education

Position:
CEO at Mike Fox household
Title:
unemployed
Location:
Littleton, Colorado
Industry:
Hospitality
Work history:
Mike Fox household - Littleton, COCEOsince May 2009Wachovia Securities Financial ConsultantJun 2008 - Aug 2009

Krista Cfp Littleton, CO

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystSupporting MemberAdvisorTeam MemberChief Operating OfficerGeneral and Operations ManagerDirector of OperationsOperations ManagerInterviewer

Experience & Education

Work

Company:
Cherry hills investment advisors - Denver, CO
Paraplanner
Company:
Kirby wealth management, inc
Financial advisor and chief operating officer

Skills

Schwab Portfolio Rebalancer, Morningstar Advisor, Money Tree Financial Planning Software, CFS Tax...

Michael Cullom Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerPartnerCorporate ExecutiveChief ExecutiveFounding MemberVice PresidentFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Evergreen management advisors, llc - tatum, llc
Managing director, partner
Company:
Ubs financial services, inc
Financial advisor

Kimberly Mccarrolle Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ScienceBusiness AdministratorOperations ManagerChief ExecutiveFinancial OfficerFinancial ManagerInformation Systems AnalystIT Analyst

Experience & Education

Work

Company:
Financial consultant
Company:
T-mobile - Aurora, CO
Sr. financial analyst

Bharat Joshee Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEconomistAdvisorAnalystAnalystsOperations Manager

Experience & Education

Work

Company:
Nepalese community
Free lancer economist/financial advisor
Company:
General professional iv - Denver, CO
Statistical analyst

Rocke Loken Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveOperations ManagerBachelor of ScienceBusiness AdministratorAdvisor

Experience & Education

Work

Company:
Game plan financial
Independent financial advisor
Company:
Wells fargo investments - Denver, CO
Vice president / financial consultant

Michael Ray Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSports TrainerSports TrainersLeaderSupporting MemberManagersTeam MemberOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTrainer

Experience & Education

Work

Company:
3d financial solutions
Owner / financial consultant
Company:
Prudential financial - Billings, MT
Financial services associate

Gregory Crawford Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersRegional Vice PresidentVice PresidentChief ExecutiveClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Aig valic
Financial advisor
Company:
Icon advisers
Regional vice president - nw - all channels

Michelle Wood Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Charles schwab & co inc
Investment consultant
Company:
E trade
Financial consultant

Heyden Pue Littleton, CO

Professions & Specialties

Financial ConsultantLoan OfficerTellerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Tiaa-cref - Denver, CO
Financial consultant
Company:
Us bank - Aurora, CO
Loan officer/teller

Cynthia Wiest Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderChief ExecutiveFounding MemberCounselorAdvisorOperations Manager

Experience & Education

Work

Company:
Transamerica capital, inc
President/founder - the robert g. ringer foundation a 501(3) - a
Company:
Tiaa-cref - Denver, CO
Inbound consultant/financial advisor

Alison Yoder Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Work

Company:
Sharkey
Retirement plans service associate/assistant
Company:
Ameriprise financial advisors
Associate financial advisor/assistant

Barbara Leland Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounts ReceivableBookkeeperAdvisor

Experience & Education

Work

Company:
Setpoint systems corporation - Littleton, CO
Accounts receivable administrator
Company:
Front range janitorial services, llc - Loveland, CO
Bookkeeper/financial advisor

Tracey Rogers Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerDirectorChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Financial consultant / investment partner
Company:
Growing sub chapter s commercial equipment finance corporation
Director - capital markets, summit funding group

Matt Farrier Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Client Advisor at JPMorgan Chase
Title:
Private Client Financial Advisor
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Highlands Ranch, COPrivate Client Advisorsince 2011

Susan Hoffman Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBilling SupervisorManagers

Experience & Education

Work

Company:
Frontier refining and oil
Billing supervisor
Company:
Unison healthcare
Business office manger/ financial consultant

Scott Wubbena Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Work

Company:
Tiaa-cref
Wealth management advisor
Company:
Tiaa-cref - Denver, CO
Financial consultant

Skills

Series 7, 63, 66, Life and Health Insurance Licenses

Steven Wine Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistClient Service OfficerCustomer ServiceSales Manager

Experience & Education

Work

Company:
Mc gavock nissan - Wichita, KS
Service advisor
Company:
Wells fargo advisors - Wichita, KS
Financial advisor

David Beasley Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorSupervisorAnalystAdvisorManagersAnalysts

Experience & Education

Work

Company:
Dave beasley - Denver, CO
Accounting/financial consultant
Company:
Ing funds services, llc - Scottsdale, AZ
Financial reporting supervisor/expense analyst

Christine Krumholz Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperNon-Profit

Experience & Education

Work

Company:
Kelly van eck - Highlands Ranch, CO
Personal financial advisor
Company:
The holtze hotel - Englewood, CO
Property accountant

Rob Williams Denver, CO

Professions & Specialties

Integration EngineerSoftware TesterSoftware Deployment EngineerSoftware EngineerSoftware DevelopersComputer SpecialistAnalystAnalystsEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Senior Systems Integration/Test Engineer at Lockheed Martin
Location:
Greater Denver Area
Industry:
Military
Work history:
Lockheed Martin - Littleton, COSenior Systems Integration/Test Engineersince Oct 2011US Navy, NIOC Colorado - Aurora, COSignals Environment Analyst (SEA) Senior Operations Non-Commissioned Officer in ChargeMar 2009 - Oct 2011
* Department financial counselor

Daniel Morris Littleton, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDepartment Store SalespersonRetail ProfessionalRetail SalespersonEntrepreneurManagersBachelor of ScienceVice PresidentChief Executive

Experience & Education

Position:
Licensed Agent at New York Life
Location:
Littleton, Colorado
Industry:
Financial Services
Work history:
New York Life - Littleton, COLicensed Agentsince Sep 2011Recorded Books - Denver, COWestern States SalesMay 2008 - Dec 2011
Skills:
Sales Presentations, New Business Development, Customer Loyalty, Budgets, Retirement Planning,...
Financial Advisor Resource Group

Heather Miller Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgrammerComputer ProgrammerApplications DeveloperSoftware EngineerSoftware DevelopersAnalystTeam MemberProject ManagerBusiness Intelligence ProfessionalAnalystsBusiness ConsultantAdvisorAgentSales RepresentativeManagerProject ManagersOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerMaster of ScienceIT SpecialistPrint WorkerChief ExecutiveAccounting BookkeeperBookkeeperBuilderConstruction SpecialistConstruction Laborer

Experience & Education

Position:
Application Developer II at Catholic Health Initiatives
Title:
Programmer/Analyst at Catholic Health Initiatives
Location:
Greater Denver Area
Industry:
Hospital & Health Care
Work history:
Catholic Health Initiatives - Englewood, COApplication Developer IIsince May 2007Pulte Mortgage - Englewood, COSenior Report Developer2004 - 2007
Senior Financial Consultant at PARSON GROUP LLP

Austin Olds Denver, CO

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerOperations ManagerChief ExecutiveManagersAdvisorSales Manager

Experience & Education

Position:
Private Client Banker at JPMorgan Chase, Relationship Banker - Small Business Specialist at...
Title:
Private Client Banker at JPMorgan Chase
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
JPMorgan Chase - Cherry CreekPrivate Client Bankersince Jul 2013JPMorgan Chase - Littleton, CORelationship Banker - Small Business Specialistsince Sep 2011
Skills:
Series 7, Series 66, Investments, Retirement Planning, Banking, Wealth Management, Financial...
Financial Advisor at Merrill Lynch

James Sorrells Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentVice President of SalesFounderChief ExecutiveSales ManagerFounding MemberCopy Desk ChiefCopy EditorEditing ProfessionalWriting and Editing ProfessionalWriter and EditorBanking ManagerFinancial OfficerFinancial ManagerEntertainment ProfessionalEntertainerBachelor of ScienceTeam MemberJuristLegal Counsel

Experience & Education

Position:
Vice President at Kerfkore Company
Location:
Greater Denver Area
Industry:
Online Media
Work history:
Kerfkore Company - Denver, COVice Presidentsince Aug 2000The Positive Observer - Littleton, COFounder, Editor in ChiefJan 2008 - Dec 2012
Financial advisor to and advocate for professional..

Larry Aubrecht Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManaging PartnerVice PresidentPartnerChief ExecutiveProject Development SpecialistSkilled ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBoard MemberTreasurerManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerPhilanthropeNon-ProfitSales AgentSales RepresentativeMaster of Business AdministrationBachelor of ScienceSchool AdministratorEducational Manager

Experience & Education

Position:
Managing Partner at LGF Consulting, LLC, Vice President Quantitative Analysis at Larson Consulting...
Title:
Quantitative Analysis
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
LGF Consulting, LLC - Littleton, COManaging Partnersince Jun 2009Larson Consulting Services Vice President Quantitative Analysissince Aug 2009
Languages:
Spanish
..financial consulting as alternate financial advisor to the Colorado Educational & Cu..

Christine Tufts Denver, CO

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentBankerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorRegional Vice PresidentDirectorRegion ManagerFinancial OfficerFinancial ManagerVice PresidentChief ExecutiveOperations ManagerModelArea ManagerManagersAccounting AnalystManagement Team ExecutiveCounselorAdvisorProgrammerComputer ProgrammerMaster of Business AdministrationBachelor of ScienceHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerAutomotive SpecialistAutomotive ProfessionalRecruitmentServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Sr. Financial Analyst at Comcast Cable
Title:
Experienced Finance Professional
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
Comcast Cable Sr. Financial Analystsince Jan 2013University of Phoenix - Lone Tree, CORegional Finance Manager, FP&AJun 2010 - Nov 2012
Skills:
Management, Team Leadership, Financial Modeling, Operational Modeling, Financial Analysis,...
Financial Advisor Intern at The Private Consulting..

Devin Odom Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsInformation Technology SpecialistIT SpecialistIndependent ContractorContractorSoftware EngineerSoftware DevelopersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersManagerOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Business AdministrationBachelor of ArtsHigh School DiplomaStudent WorkerProperty ManagerReal Estate Manager

Experience & Education

Position:
Business Analyst at Cliintel, Graduate Student at University of Denver
Title:
Business Analyst at CliIntel
Location:
Greater Denver Area
Industry:
Information Technology and Services
Work history:
Cliintel - Greater Denver AreaBusiness Analystsince Dec 2012University of Denver Graduate Studentsince Mar 2012
Skills:
Investment Strategies, Event Planning, Financial Advisory, Microsoft Office, Microsoft Excel,...
Languages:
Spanish
Financial Advisor at A and I Financial Services

Mike Whalen Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient ManagerClient Service OfficerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceBuyer and SellerSales RepresentativeReal Estate Sales AgentSupporting MemberTeam MemberGovernment Administration ProfessionalDeputy ManagerChief ExecutiveCommunity Service Manager

Experience & Education

Position:
Regional Client Services Manager at Colorado County Officials and Employees Retirement Association, ...
Title:
CCOERA Regional Client Services Manager
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Colorado County Officials and Employees Retirement Association - Littleton, CORegional Client Services Managersince Oct 2012Mike Whalen Real Estate Independent Real Estate Brokersince May 2012
Skills:
Investment Properties, Residential Homes, Referrals, Mortgage Lending, Securities, Series 7,...
Financial Advisor at Wealth Concepts

Lonnie Glessner Littleton, CO

Professions & Specialties

Loan OfficerLoan OfficersCertified Nurse AideNurseNurse PractitionerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Loan Officer at Nova Home Loans
Location:
Littleton, Colorado
Industry:
Financial Services
Work history:
Nova Home Loans - Highlands Ranch, ColoradoSenior Loan Officersince Mar 2013America's Mortgage LLC Certified Mortgage Planning SpecialistApr 2006 - Feb 2013
Skills:
Mortgage Planning, Accounting, Financial Advisor, Mortgage Lending, Certified Mortgage Planning,...

Cory Davern Denver, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentExecutive Vice PresidentVice PresidentChief ExecutiveBaseball CoachSports TrainerSports Game CoachSports TrainersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-Profit

Experience & Education

Position:
Executive Vice President at Presidential Brokerage, Assistant Baseball Coach at Dakota Ridge 10...
Title:
Executive Vice President, Presidential Brokerage and America's Retirement Store
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Presidential Brokerage - Greater Denver AreaExecutive Vice Presidentsince Apr 2012Dakota Ridge 10 Year Old Level 1 Baseball - Littleton, COAssistant Baseball Coachsince Mar 2012
Skills:
Life Insurance, Employee Benefits, Retirement, Team Leadership, Asset Allocation, Financial...
Financial Advisor at Valic

Joshua Wostrel Littleton, CO

Professions & Specialties

CoordinatorManagersClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Rocky view dental care
Financial coordinator
Company:
Invesco aim - Denver, CO
Service representative

Laura Soladay Littleton, CO

Professions & Specialties

Relationship ManagerAccount Service ManagerClient Service OfficerEntertainment ProfessionalEntertainerCustomer Service

Experience & Education

Work

Company:
Entertainment publications - Denver, CO
Relationship manager/outside sales
Company:
Icon distributors, inc - Greenwood Village, CO
Internal wholesaler

Rick Gonzalez Littleton, CO

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant ManagerManagers

Experience & Education

Work

Company:
Wells fargo
Business banking specialist
Company:
Wells fargo
Assistant manager



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