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Financial Consultants in Kentucky

Financial Consultants in Louisville, KY

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Here is a complete list of nearly every professional Financial Consultants in Louisville, KY.

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250 results found

Steven Steurer Louisville, KY

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Marketing Manager • SEO Specialist • Web Marketer • Consumer Goods Professional • Commodities Clerk • Leader • Office Assistant • Managers • Office Clerk • Clerical Specialist • Bookkeeper

Experience & Education

Position:
Director of Sales and Marketing at Interactive Media Lab
Title:
Sales, Marketing and Product Management Executive with an Engineering Background
Location:
Louisville, Kentucky
Industry:
Consumer Goods
Work history:
Interactive Media Lab Director of Sales and Marketingsince Jan 2005Edward Jones Financial AdvisorApr 2003 - Jan 2005
Skills:
New Business Development, Business Development, Account Management, Sales, Product Development,...
Full Profile

John Frymire Louisville, KY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Stock Broker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Financial Management Analyst • Manager • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Compliance Examiner • Auditor • Advisor • Volunteer • Investor • Spokesperson • Representative • Non-Profit • Judge • Master of Science • Education Professional • Instructor • Insurance Professional • Sports Trainers

Experience & Education

Position:
Financial Advisor, CFP®, ChFC, CLU at Alexander Investment Services Co.
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Alexander Investment Services Co. Financial Advisor, CFP®, ChFC, CLUsince May 2009Morgan Stanley Financial Advisor, CFP, CLU, ChFCMay 1998 - May 2009
Skills:
Investment management, retirement planning, financial planning, employer-sponsored retirement plans
Full Profile

Matt Blandford Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Barnes & Blandford - Northwestern Mutual Financial Network
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Full Profile

Michael Fazio Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Legal Aide • Paralegal • Volunteer • Apprentice • Managers • Non-Profit • Sales Support • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Governor • Government Administration Professional • Government Administration Officer • Civil Servant • Bachelor of Arts • Chief Executive • Community Service Manager • Customer Service • Student Worker

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Louisville, Kentucky
Industry:
Financial Services
Work history:
Edward Jones - Louisville, KYFinancial Advisorsince May 2012Kentucky Army National Guard - Kentucky & IraqBattle CaptainOct 2011 - Jun 2012
Skills:
Microsoft Office, Outlook, Word, PowerPoint, Excel, Adobe Acrobat, Corel Office, Logistics,...
Full Profile

Kevin Duffy Louisville, KY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lieutenant Commander • Bachelor of Science • Author

Experience & Education

Position:
Vice President of Investments at Raymond James & Associates, Inc., Vice president, Investments...
Title:
Vice President, Investments at Duffy Wealth management of Raymond James
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. Vice President of Investmentssince Dec 2008Duffy Wealth Management of Raymond James & Associates, Inc. Vice president, Investmentssince Dec 2008
..is a vice president of investments and financial advisor with Raymond James & Associates
Full Profile

Terri Spalding Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Publisher • Crewman • Coordinator • Clerk • Business Administrator • Publishing Professional • Team Member • Managers • Clerical Specialist • Customer Relations • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Bachelor of Science

Experience & Education

Work

Company:
Jewish hospital medical center east
Financial counselor
Company:
Jewish hospital medical center east

Skills

Customer Service * Accounts Receivable * Microsoft Office Applications: Word, Excel, Access,...
Full Profile

Michael Harned Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at PNC INVESTMENTS
Location:
Louisville, Kentucky Area
Industry:
Investment Banking
Work history:
PNC INVESTMENTS - Prospect KY 40059Financial Specialistsince Nov 2009NatCity Investments - Prospect, KyLicensed Financial ConsultantMay 2007 - Nov 2009
Full Profile

Beni Lopez Louisville, KY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Manager in Training • Event Planner • Business Administrator • Managers • Manager • Marketing Manager • Operations Manager • Event Manager • Marketing Administrator • Sales Team Member • Sales Person • Sales Representative • Bachelor of Business Administration

Experience & Education

Position:
Relationship Banker at Chase Bank
Title:
Financial Services
Location:
Louisville, Kentucky Area
Industry:
Retail
Work history:
Chase Bank Relationship Bankersince Mar 2011Popular Securities - San Juan, Puerto RicoFinancial AdvisorAug 1994 - May 2000
Skills:
Digital Media, Customer Service, General Securities Registered Representative, Microsoft Office,...
Full Profile

Teresa Knear-Bell Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Louisville, Kentucky Area
Industry:
Insurance
Work history:
Northwestern Mutual - Louisville, Kentucky AreaFinancial Advisorsince Jun 1979
Full Profile

Brandon Lytle Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Financial Advisor at Money Concepts
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Money Concepts Independent Financial Advisorsince May 2007
Skills:
Asset Management, Estate Planning, Insurances, Retirement Planning, Education Funding, Tax...
Full Profile

Brian Daniels Louisville, KY

Professions & Specialties

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

Experience & Education

Work

Company:
University of louisville
Graduate assistant
Company:
Merrill lynch - Denver, CO
Financial advisor
Full Profile

Kevin Haggard Louisville, KY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Bachelor of Business Administration • Sales Representative • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Fifth third bank - Louisville, KY
Personal banker
Company:
Edward jones - Louisville, KY
Financial advisor
Full Profile

Stephen Blackwell Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Midwest regional - Louisville, KY
Financial advisor
Full Profile

Shakka Rice Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Medical Assistant • Medical Assistant • Healthcare Support • Operations Manager

Experience & Education

Work

Company:
Wipro technologies
Data center operations administrator
Company:
Jewish hospital-kentuckyonehealth-chi
Financial counselor, lead registrar & er registration
Full Profile

Patrick Duerr Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
National Sales at Papa Johns
Location:
Louisville, Kentucky Area
Industry:
Printing
Work history:
Papa Johns National SalesUBS Financial AdvisorJun 2003 - Dec 2007
Full Profile

Tyler Seelow Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at JP Morgan Chase
Location:
Louisville, Kentucky Area
Industry:
Banking
Full Profile

Mesha Fisher Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managers • Accounts Payable Specialist • Accounts Payable

Experience & Education

Work

Company:
Norton healthcare
Financial counselor
Company:
Norton healthcare - Louisville, KY
Patient access specialist
Full Profile

Evan Hersch Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
Morgan Stanley Financial Advisor
Full Profile

Suzanne Tiano Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Promotions Manager • Real Estate Manager

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Full Profile

Maura Wilbourn Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Stock Yards Bank & Trust
Location:
Louisville, Kentucky Area
Industry:
Banking
Work history:
Stock Yards Bank & Trust Financial Advisor
Full Profile

Leslie Boor Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Hilliard Lyons
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
Hilliard Lyons Financial Consultant
Full Profile

Mary Ann Anderson Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Financial Consultant at National Government Services
Location:
Louisville, Kentucky
Industry:
Insurance
Work history:
National Government Services Sr. Financial Consultant
Certifications:
Certified Management Accountant
Full Profile

Dave Zimmerman Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Security • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Partner • Partner • Chief Executive

Experience & Education

Position:
Business and Personal Financial Advisor at Argi Financial Group
Title:
Business and Personal Financial Advisor
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Argi Financial Group - Louisville, Kentucky AreaBusiness and Personal Financial Advisorsince 2006New England Financial - Cincinnati AreaManaging PartnerJan 1998 - Jul 2005
Skills:
Retirement Planning, Wealth Management, Insurance, Personal Financial Planning, business wealth...
Certifications:
Certified Exit Planner(TM), Certified Exit Planner Board of Standards
Chartered Financial Consultant(R), The American College
Full Profile

Courtney Hood Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Humana
Location:
Louisville, Kentucky Area
Industry:
Insurance
Work history:
Humana Financial Consultant
Full Profile

Jennifer Hodge Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Oncologist • Medical Practice Professional • Psychologist • Surgical Specialist • Medical Practitioner • Research Analyst • Research Assistant • Researcher • Survey Researcher • Counselor • Advisor • Posting Clerk • Biller • Psychology Specialist • Team Member • Physician • Health Professional • Health Practitioner • Operations Manager • Music Professors

Experience & Education

Position:
Financial Counselor at 21st Century Oncology
Location:
Louisville, Kentucky Area
Industry:
Medical Practice
Work history:
21st Century Oncology - KentuckyFinancial Counselorsince Mar 2011RC Cancer Centers of Kentuckiana Research Analyst/Financial Counselor/Billing SpecialistApr 2008 - Jun 2011
Full Profile

Kevin Higgins Louisville, KY

Professions & Specialties

Financial Consultant • Equity Trader • Trader • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • School Principal • School Administrator • Educational Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Technician • Technical Specialist • Technical Support Specialists • Executive Compensation • Marketing Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Principal at Altrius Wealth Management
Title:
Altrius Wealth Management
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
Altrius Wealth Management - Louisville, Kentucky AreaManaging Principalsince Oct 2003Morgan Stanley - Louisville, Kentucky AreaFinancial Advisor, Stock BrokerJun 2001 - Jun 2003
Certifications:
Wealth Management Specialist, Dearborn Financial Services
Chartered Market Technician Level II Candidate, Market Techncians Association
Full Profile

E Hines Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at MWA Intelligence
Location:
Louisville, Kentucky Area
Industry:
Insurance
Full Profile

Richard Fears Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at River Valley Financial Bank
Location:
Louisville, Kentucky Area
Industry:
Banking
Full Profile

Steve Heitz Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Full Profile

Gary Bouch Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Waddell and Reed Financial Services, Financial Advisor, Managing Director at...
Title:
Financial Advisor at Waddell and Reed Financial Services
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Waddell and Reed Financial Services - Greater Louisville and Southern IndianaFinancial Advisorsince Apr 2013Ameriprise Financial Services Financial Advisor, Managing Directorsince Jan 2009
Full Profile

John Schweinhart Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Manager • Operations Manager • Human Resources Specialist • Recruitment • Consumer Goods Professional • Commodities Clerk • Group Controller • Internal Auditing Manager • Auditor • Chief Executive • Advisor • Team Member • Research Scientist

Experience & Education

Position:
Manager of Financial Planning and Analysis at Brown-Forman
Location:
Louisville, Kentucky Area
Industry:
Consumer Goods
Work history:
Brown-Forman - Louisville, Kentucky AreaManager of Financial Planning and Analysissince Aug 2011Brown-Forman - Louisville, Kentucky AreaBusiness Group Controller and Financial ConsultantFeb 2007 - Aug 2011
Full Profile

Alex Davis Louisville, KY

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Internet Marketing Manager • Web Marketer • Marketing Manager

Experience & Education

Position:
Financial Consultant at Hilliard Lyons
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Hilliard Lyons Financial Consultantsince Jan 2013Ramsey Quantitative Systems TraderDec 2010 - Jan 2013
Skills:
ETFs, Mutual Funds, Asset Allocation, Wealth Management, Equities, Investments, Portfolio...
Full Profile

Steven Heitz Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Full Profile

Jeff Swaim Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Supervisors • Graphic Designer

Experience & Education

Position:
Vice President at Falcon Financial Advisors, LLC.
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Falcon Financial Advisors, LLC. - 9900 Corporate Campus Dr. Suite 3000 Louisville, KY 40223Vice Presidentsince Jan 2012Mainstreet Wealth Management Financial Advisor - Jr. PartnerAug 2008 - Dec 2011
Full Profile

Clark King Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Hilliard Lyons
Title:
Financial Consultant with Hilliard Lyons
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Hilliard Lyons - Louisville, Kentucky AreaFinancial Consultantsince 2011
Full Profile

John Alegnani Louisville, KY

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Analysts • Advertising Professional • Advertising Sales Agent • Client Service Officer • Customer Service • Personnel Specialist • Recruitment • Operations Manager

Experience & Education

Position:
Financial Specialist at PNC
Title:
Financial Specialist
Location:
Louisville, Kentucky
Industry:
Financial Services
Work history:
PNC - Louisville, KentuckyFinancial Specialistsince 2012PNC Investments Financial Advisor2010 - 2012
Full Profile

Brian Coxon Louisville, KY

Professions & Specialties

Financial Consultant • Credit Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • Student Worker • Financial Manager

Experience & Education

Title:
Independent Financial Advisor
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
JPMorgan Securities LLC - Louisville, Kentucky AreaFinancial AdvisorOct 2009 - Apr 2013Wells Fargo Financial Credit ManagerJun 2009 - Sep 2009
Skills:
Financial Analysis, Investments, Data Analysis, Financial Modeling, Mutual Funds, Banking,...
Full Profile

Kelly Osborne Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Raymond James
Title:
Financial Advisor
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Oct 2008Edward Jones Financial AdvisorApr 2005 - Oct 2008
Full Profile

Greg Schutte Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Partner at Sanders & Schutte Financial Partners
Title:
Owner/Financial Advisor at Sanders & Schutte Financial Partners
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Sanders & Schutte Financial Partners Partnersince Jun 2010Quantum Financial Consultants Financial Advisor2004 - Jul 2011
Full Profile

David Voegele Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Money Concepts
Title:
Financial Advisor, Money Concepts
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Money Concepts Financial Advisorsince Jan 2008New York Life Insurance Company Agent and Registered Representative1979 - 2005
Full Profile

Gary Bowman Louisville, KY

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:
Vice President / Financial Advisor at Merrill Lynch
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President / Senior Financial Advisorsince Jun 2007Citigroup Smith Barney - Louisville, KYFinancial Advisor / Wealth Management1991 - 2007
Full Profile

Randy Murray Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Representative

Experience & Education

Position:
AdvisorChoice Consultant at Raymond James Financial Inc.
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Raymond James Financial Inc. - Louisville, KentuckyAdvisorChoice Consultantsince Nov 2012PNC Investments - Louisville, KYFinancial AdvisorJan 2011 - Nov 2012
Skills:
Leadership Development, Public Speaking, Management, Teaching, Insurance, Risk Management,...
Full Profile

Bill Yancey Louisville, KY

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 Network
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1984
Full Profile

Brittany Spiller Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager

Experience & Education

Position:
Financial Advisor at Kentucky Financial Group
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Kentucky Financial Group Financial Advisorsince 2010Habegger Corp. Senior AccountantDec 2005 - Apr 2010
Full Profile

Marcia Mattingly Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner / LPL Financial Advisor at Horizon Wealth Management
Title:
Certified Financial Planner, Horizon Wealth Management
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Horizon Wealth Management Certified Financial Planner / LPL Financial Advisorsince Oct 1999
Full Profile

Alison Kreps Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Supporting Member • Area Manager • Managers • Team Member • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Associate District Manager at ADP
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
ADP Associate District ManagerDec 2010 - Mar 2012PNC Investments Licensed Financial ConsultantFeb 2010 - Mar 2011
Full Profile

Zachary Taylor Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jul 2012Internal Revenue Service - Louisville, Kentucky AreaFinance & Management DepartmentJul 2011 - Mar 2012
Full Profile

Sandeep Mangireddygari Louisville, KY

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Fifth Third Bank
Title:
Financial Consultant
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Fifth Third Bank Personal Bankersince Sep 2011Northwestern Mutual College Financial RepresentativeJan 2010 - Dec 2011
Full Profile

Jason Langley Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Consultant • Tax Accountant

Experience & Education

Position:
Financial and Tax Consultant at Langley Capital Management, LLC
Title:
Financial Consultant at KFG Enterprises
Location:
Louisville, Kentucky Area
Industry:
Investment Management
Work history:
Langley Capital Management, LLC Financial and Tax Consultantsince Feb 2009
Full Profile

Keith Norris Louisville, KY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Morgan Stanley
Location:
Louisville, Kentucky Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Jan 2005A.G. Edwards & Sons, Inc. Financial Advisor/Asst Branch ManagerJun 1997 - Jan 2005
Full Profile


Financial Consultants near Louisville, KY03691215JeffersonvilleNew AlbanyProspectCrestwoodSellersburgGoshenMount WashingtonPewee ValleyShepherdsville