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Financial Consultants in Mesa, AZ

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134 results found

Chip Sroufe Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorCertified Nurse AideNurseNurse PractitionerRegional Vice PresidentVice PresidentChief ExecutiveCustomer Service

Experience & Education

Position:
Senior Relationship Manager at CORE Group USA
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
CORE Group USA - Scottsdale, AZSenior Relationship Managersince Jul 2003Linsco Private Ledger - SouthwestRegional VP, Business DevelopmentJan 2002 - Jul 2003
Skills:
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning,...
..to become a successful independent financial advisor as well as how to manage the bus..

George Randolph Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestorSchool PrincipalSchool AdministratorEducational ManagerData AnalystData Entry SpecialistData ScientistComputer SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCompliance EngineerIndustrial EngineerBuyer and SellerSales RepresentativeServices ProfessionalSales and Service SpecialistSales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Phoenix, Arizona Area
Industry:
Medical Devices
Work history:
Edward Jones - Mesa, AZFinancial Advisorsince Jul 2012Medtronic - Tempe, AZPrincipal Product EngOct 2001 - Jun 2012

Johnson Le Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBank TellerBankerFinancial AnalystComputer ProgrammerClient Service OfficerCashierMachinistTool MakerTechnicianBusiness AdministratorComputer Numerically Controlled OperatorIndustrial OperatorMachine SpecialistTechnical SpecialistTechnical Support SpecialistsBachelor of ScienceAssociate of ArtsAssociate in Applied ScienceCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Edward jones - San Francisco Bay Area, CA
Financial advisor in training
Company:
Imt precision, inc - Hayward, CA
Junior financial analyst

Skills

Presicion Machining, Strategic Planning, Microsoft Office, Production, Problem Solving.

Shondean Coochise Tempe, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSupporting MemberCounselorTeam MemberSecretaryTreasurerFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSkilled ProfessionalNurseNurse PractitionerEntertainer

Experience & Education

Position:
Senior Enrollment Advisor at University of Phoenix, Secretary / Treasurer at Class Act -...
Title:
Experienced Enrollment Advisor / Financial Advisor
Location:
Tempe, Arizona
Industry:
Financial Services
Work history:
University of Phoenix - Phoenix, Arizona AreaSenior Enrollment Advisorsince Jan 2008Class Act - Toastmasters International - phoenix, arizonaSecretary / Treasurersince Jul 2013
Certifications:
Certified Military Instructor, Department of the Army

Ronald Bentley Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Merrill lynch wealth management - Phoenix, AZ
Financial advisor
Company:
Insco insurance services, inc - Phoenix, AZ
Senior surety underwriter

John Olsen Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveMarketing ManagerAgentSales AgentSales RepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing Administrator

Experience & Education

Position:
Financial Advisor at Capital Strategies Group, LLC, Owner at John L. Olsen Marketing Consultants,...
Title:
Owner at John L. Olsen Marketing Consultants, LLC
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Capital Strategies Group, LLC Financial Advisorsince Aug 2005John L. Olsen Marketing Consultants, LLC - Mesa, AZOwnersince Jul 2003

Gary Deyoung Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClerkFundraiserClerical SpecialistIT SpecialistInformation Technology SpecialistComputational ScientistData Entry SpecialistComputer ScientistsData ScientistAssociate in Applied ScienceRecruitment

Experience & Education

Work

Company:
Ramsey county - Saint Paul, MN
Elections poll employee
Company:
Primerica - Bloomington, MN
Financial advisor trainee

Dawn Ford Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorHospitality ProfessionalDesignersBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Mass mutual life insurance llc
Financial advisor
Company:
University of phoenix - Phoenix, AZ
Higher education admissions advisor

Skills

Proficient on all Windows based platforms, Outlook, some experience with People Soft

Brittany Anderson Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerCustomer ServiceClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonNotaryLawyersHouse CleanerHousekeeping AideCleaning WorkerFood serviceAdministrative ClerkClerical SpecialistTeam MemberAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Financial Advisor at University of Phoenix, Brand Ambassador at Encore Nationwide
Title:
Experienced Brand Ambassador
Location:
Mesa, Arizona
Industry:
Education Management
Work history:
University of Phoenix Financial Advisorsince Apr 2008Encore Nationwide Brand Ambassadorsince Jun 2006
Certifications:
Food Handler's Card, Maricopa County Environmental Services

Kevin Fish Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentUnderwriter

Experience & Education

Work

Company:
Ascendone
Certified personal financial counselor
Company:
Wells fargo - Tempe, AZ
Mortgage interim loan underwriter

Troy Prieve Mesa, AZ

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerBusiness AdministratorLawyersCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Jpmorgan chase
Relationship banker
Company:
Merrill lynch
Financial advisor

Skills

Series 7 & 66 licensed; Notary Republic; Life and Health Insurance licensed

Camille Martin Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMusic ProfessorsSenior Vice PresidentVice PresidentChief ExecutiveCustomer ServiceClient Service OfficerMarket AnalystMarket Research AnalystSupporting MemberTeam MemberHR ManagerCorporate ExecutiveOperations ManagerManagersNon-ProfitComputer SpecialistSoftware DevelopersSoftware Deployment EngineerLogisticianAccounting BookkeeperBookkeeperMathematician

Experience & Education

Title:
Private Music Teacher
Location:
Phoenix, Arizona Area
Industry:
Music
Work history:
Dunbar Armored - Phoenix, AZRegional Sales AdministratorApr 2010 - Mar 2013Thrivent Financial for Lutherans - Mesa, AZFinancial AssistantFeb 2007 - Sep 2009

Belen Seibert Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollectorRepossessorCollections SpecialistOffice AssistantManagersOffice ClerkClerical SpecialistBillerBenefits ManagerCompensations and BenefitsFloor ManagerRetail Sales ManagerSales Manager

Experience & Education

Work

Company:
End result claim service
Practice management
Company:
Ironwood cancer and research center
Financial counselor

Jameson Lynch Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTellerLaw SpecialistLegal AideLawyersParalegalTechnicianBusiness AdministratorManagersTechnical SpecialistTechnical Support SpecialistsResearcherSurvey ResearcherTutorSales PersonSales RepresentativeJewelsmithEntertainment ProfessionalJewelerEntertainerTile InstallerTile SetterBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalDelivererChief ExecutiveOperations ManagerCommunity Service Manager

Experience & Education

Position:
Financial Advisor at University of Phoenix
Location:
Phoenix, Arizona Area
Industry:
Law Practice
Work history:
University of Phoenix - Phoenix, Arizona AreaFinancial Advisorsince Nov 2012Skousen, Gulbrandsen & Patience, PLC Legal AssistantFeb 2011 - Nov 2012

Charles Shaw Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperBachelor of ScienceAnalysts

Experience & Education

Work

Company:
Randstadt, llc
Beneficiary specialist
Company:
Lightfoot financial group, llc - Mesa, AZ
Financial consultant

Skills

Excel, Word, Powerpoint, Access, Essbase, Inventory Management, Cash Management, AR, AP, FA, GL,...

Irina-irina Galper Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBankerProject Managers

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
3m
Temporary assignment

Sabrya Jackson Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Investment specialist
Company:
Edward jones investments - Tempe, AZ
Financial advisor

Pamela Skehan Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentative

Experience & Education

Work

Company:
Scottsdale healthcare hospital - Scottsdale, AZ
Patient financial counselor
Company:
Sedona medical center - Sedona, AZ
Radiology representative

Chuck Mc Clure Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeOperations ManagerMarketing ManagerField Marketing SpecialistMarketing AdministratorPsychology Specialist

Experience & Education

Position:
Financial Consultant at Managed Wealth Financial
Title:
Financial Consultant
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Managed Wealth Financial - Mesa, AZFinancial Consultantsince Aug 2012Family Heritage Life Insurance - Mesa, AZAgentNov 2009 - Oct 2010
Skills:
Public Speaking, Loss Mitigation, Mortgage Lending, Loans, Underwriting, Credit Analysis, Credit,...
Languages:
Japanese

Debra Johnson Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantSupporting MemberTeam MemberSales Representative

Experience & Education

Work

Company:
Easy credit care
Financial advisor
Company:
Patience
Recovery specialist

Erich Weber Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorOperations Manager

Experience & Education

Work

Company:
Morgan stanley - Sarasota, FL
Financial consultant
Company:
Wells fargo / private client group - summit county
Private client advisor

Cheryl Thomas Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCashierCustomer ServiceManagers

Experience & Education

Work

Company:
Banner desert
Registration specialist
Company:
Gilbert hospital - Gilbert, AZ
Financial counselor

Marcus Valenzuela Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorCashierBachelor of ScienceConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
Drivetime
Loan advisor
Company:
Edward jones investments
Financial advisor (trainee)

Troy Prieve Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDatabase Administration ProfessionalDatabase AdministratorFinancial ManagerOperations Manager

Experience & Education

Position:
Wealth Management Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Mesa, Arizona
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Advisorsince Oct 2012
Skills:
Cold Calling, CRM software, Cellular, Insurance, Sales Support, Wireless, New Business Development, ...
Languages:
English, Spanish
Certifications:
Certified Financial Planner

Jeffery Ramsey Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentative

Experience & Education

Work

Company:
Country financial - Mesa, AZ
Financial representative
Company:
Metlife - Mesa, AZ
Financial advisor

Scott Pabin Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT Specialist

Experience & Education

Position:
Financial Advisor at Sterling Investment, Owner at Scott Pabin
Title:
Financial Advisor
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Sterling Investment - Mesa, AZFinancial Advisorsince 2011Scott Pabin Ownersince 1992
Languages:
Spanish
Certifications:
Life Producer, Arizona Department of Insurance
Amateur License, Federal Communication Commission

Dan Snow Gilbert, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagerProject ManagersManagersAgentRental Sales AgentSales RepresentativeRental Clerk

Experience & Education

Position:
Financial Consultant at Managed Wealth Financial
Location:
Gilbert, Arizona
Industry:
Financial Services
Work history:
Managed Wealth Financial - Gilbert, AZFinancial Consultantsince Oct 2012Golden Gates of America - United StatesProject ManagerAug 2012 - Mar 2013
Skills:
People Skills, Public Speaking, Personal Training, Customer Service, Customer Relations, Personal...
Certifications:
Life License, State of Arizona

Sherree Mongrain Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ManagerChief Administrative OfficerChief Executive OfficerChief ExecutiveCorporate ExecutiveMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWine StewardBanquet ServerRestaurant ServerFood ServerGuideNon-ProfitTour GuideVice PresidentWeb MarketerIndependent Business OwnersManagersCounselorAdvisorContractorOffice ClerkClerical Specialist

Experience & Education

Title:
Executive - Marketing Assistant
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Fleming Financial Services, Inc. - Mesa, AZAdministrative and Marketing ManagerSep 2011 - Jun 2013Vivant Wine Events, LLC Executive Director2010 - Dec 2012
Skills:
Event Management, Social Media, Social Media Marketing, Fundraising, Leadership, Training,...
information or to set up meetings with financial advisor

John Wiegenstein Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Wiegenstein & Associates, LLC (An Independent Company), Brokerage Licenses ...
Title:
Financial Advisor, Registered Investment Advisor Agent
Location:
Mesa, Arizona
Industry:
Financial Services
Work history:
Wiegenstein & Associates, LLC (An Independent Company) Financial Advisorsince Jan 2008Raymond James Financial Services, Inc., member FINRA / SIPC Brokerage Licenses Held Bysince 2009

John Duncan Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeCounselorOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner & Independent Financial Advisor: Asset Protection & Wealth Managment at Gold Leaf...
Title:
#1 Financial Advisor in Arizona | Retirement Planning | IRA & 401(k) Rollovers | Tax Advisor | Asset & Wealth Management
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Gold Leaf Advisory - Mesa, AZOwner & Independent Financial Advisor: Asset Protection & Wealth Managmentsince May 1994Global Financial Private Capital, LLC - Mesa, AZInvestment Advisor Representative / Financial Advisor Representativesince May 2010

Rykert Fowler Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersOperations Manager

Experience & Education

Position:
Financial Advisor at Calton & Associates, Inc.
Location:
United States
Industry:
Financial Services
Work history:
Calton & Associates, Inc. - Mesa, AZFinancial Advisorsince Jul 2011Edward Jones - Tempe, AZFinancial AdvisorAug 2009 - Jul 2011

Nefertiti Aquah Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorSupervisorScorerGuideAdvisorManagersTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerTeam MemberSales ManagerResearch ScientistSales ExecutiveDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Financial Advisor at University of Phoenix
Title:
Military finance adviser at University of Phoenix
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
University of Phoenix Financial Advisorsince Nov 2012Pearson Education Inc Supervisor and Professional ScorerMar 2012 - Oct 2012

Chad Schimmel Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Tracker Marine Manager at Bass Pro Shops
Location:
Phoenix, Arizona Area
Industry:
Sporting Goods
Work history:
Bass Pro Shops - Mesa AZTracker Marine Managersince Jan 2007Edward Jones - Gilbert AZFinancial AdvisorNov 2008 - Feb 2011
Skills:
nun chuck skills, Computer Proficiency, Computer Graphics, Sales Management, Event Management,...

Chris Mosley Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBookkeeper

Experience & Education

Position:
Consultant at Chris D. Mosley
Title:
Consultant
Location:
Mesa, Arizona
Industry:
Real Estate
Work history:
Chris D. Mosley Consultantsince Jun 2010Morgan Stanley Smith Barney - Phoenix, Arizona AreaFinancial AdvisorDec 2007 - Jun 2010

Colin Gray Phoenix, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOffice AdministratorOperations ManagerSupervisorManagersLogisticianStudent Worker

Experience & Education

Position:
Senior Client Relationship Specialist at Charles Schwab
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Charles Schwab - Phoenix, Arizona AreaSenior Client Relationship Specialistsince May 2013Edward Jones - Mesa, AZFinancial AdvisorJan 2012 - Jun 2013
Skills:
Financial Analysis, Excel, Word, Customer Relations, Financial Planning, Financial Markets,...

Matthew Harrison Chandler, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors LLC
Title:
Financial Advisor, Vice President - Investments, at Wells Fargo Advisors, LLC.
Location:
Chandler, Arizona
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - Chandler, AzFinancial Advisorsince Oct 2011Chase Investment Services Corp. - Mesa, AzFinancial AdvisorOct 2009 - Oct 2011

Howard Dal Monte Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerOperations ManagerClient Service OfficerCustomer ServiceGovernment Service ExecutiveGovernment Administration OfficerCivil ServantField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Financial advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor, Assistant Vice President – Investments at Wells Fargo Advisors, LLC
Location:
United States
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Mesa, AZFinancial advisorsince Mar 2012Edward Jones Financial AdvisorMar 2009 - Mar 2012

Daniel Carter Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentConstructionCoordinatorManagersTechnical SpecialistTechnical Support SpecialistsProject ManagersField Engineer

Experience & Education

Work

Company:
Am technical solutions
Construction project coordinator
Company:
Freedomwest financial
Financial consultant

Skills

Robotic Repair Calibration and Operation Computer System Troubleshooting Fine Instrument...

Jason Farkas Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPension AdministratorFinance and Accounting SpecialistCompensations and BenefitsAccounting BookkeeperBookkeeperAnalystAnalystsAdvisorTechnical SpecialistTechnical Support SpecialistsRecruitment

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
United States
Industry:
Financial Services
Work history:
Merrill Lynch - Mesa, AZFinancial AdvisorApr 2012 - Feb 2013Elliott Wave International - gainesville, GAStock, Currency & Interest Rate AnalystSep 2008 - Feb 2012

Mark Noble Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorCounselorSubstitute TeacherSpecial Education ProfessionalEducatorEducation ProfessionalInstructorSpecial Education ProfessorsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Public School Teacher at Mesa Public Schools, Independent Financial Advisor/Consultant at Managed...
Title:
Advisor/Consultant at Managed Wealth Financial
Location:
Mesa, Arizona
Industry:
Financial Services
Work history:
Mesa Public Schools - Served at various schools; District Office-63 E. Main St., Mesa, Arizona 85210Public School Teachersince Oct 1996Managed Wealth Financial - 1839 S. Alma School Rd., Ste. 245, Mesa, Az 85210Independent Financial Advisor/Consultantsince Jan 1987

Greg Moss Mesa, AZ

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinancial ManagerOperations ManagerCorporate ExecutiveMaster of Business AdministrationBachelor of SciencePublishing ProfessionalSales Engineering SpecialistSales Engineer

Experience & Education

Work

Company:
Aamco transmissions
Owner
Company:
Valic financial advisors, inc - Phoenix, AZ
Portfolio manager and financial advisor

Skills

Proficient in MS Word, MS Excel, MS PowerPoint, MS Publisher, Minitab, Business Plan Pro, MS...

Tom Downey Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerLeaderManagers

Experience & Education

Work

Company:
D&m enterprises
Financial consultant
Company:
Riester
Controller

Skills

Audit, Accounting, Budgeting, Excel, Financial Management, Financial Modeling, Financial Reporting, ...

Kevin Attwood Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersSpecialty CookCooks

Experience & Education

Position:
Financial Advisor at USAA
Title:
Financial Advisor
Location:
Mesa, Arizona
Industry:
Financial Services
Work history:
USAA - Phoenix, AZFinancial Advisorsince Jan 2011USAA - Phoenix, AZMember Relationship Specialist IIApr 2005 - Jan 2011

Adam Thermann Phoenix, AZ

Professions & Specialties

Loan OfficerBankerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerSports Game Coach

Experience & Education

Position:
Mortgage Banker at JP Morgan Chase
Title:
Loan Officer at JP Morgan Chase
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
JP Morgan Chase - Mesa, AZMortgage Bankersince Sep 2010Merrill Lynch Financial AdvisorMay 2008 - Sep 2010
Skills:
Loans, Mortgage, Credit, FHA, VA, Refinance, Real Estate, Mortgage Lending, Conventional,...

Mike Tsan Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Mesa, Arizona
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial AdvisorH&R Block Financial Advisors - Mesa, AZFinancial AdvisorJan 1999 - Oct 2008

Iris-Iris Pena Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCrewmanSpeakerTeam MemberSpokespersonRepresentative

Experience & Education

Work

Company:
University of phoenix/ apollo group - Phoenix, AZ
Student admissions administration
Company:
University of phoenix - Phoenix, AZ
Financial advisor

Andrew Hammond Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorTeam LeaderOperations Manager

Experience & Education

Work

Company:
University of phoenix - Phoenix, AZ
Student financial advisor
Company:
University of phoenix - Phoenix, AZ
Enrollment advisor - team lead

Skills

Bank Reconciliations, Mentoring, Cash/Bank deposit, Fund Accounting, Audit preparation, Oracle,...

Kyana Brown Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveSales ManagerAssayerLaboratory ChemistChemical ProfessionalChemistNon-Profit

Experience & Education

Work

Company:
Gcservices (sprint)
Financial advisor
Company:
Mds communications - Mesa, AZ
Communication specialist

Dolores Slaven Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersSecretary

Experience & Education

Work

Company:
Arizona reproductive medicine specialists
Financial counselor / front desk coordinator
Company:
Banner baywood medical center, chest pain unit - Mesa, AZ
Health unit secretary

Julie Costa Mesa, AZ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPosting ClerkBillerClerical Specialist

Experience & Education

Work

Company:
Palo verde cancer specialist
Financial advisor/ chemo scheduler
Company:
Piller child development - Ahwatukee, AZ
Billing specialist/ front office

Skills

Medisoft/Onco EMR/Pulse, Medical Manager, Lotus, Medpro, Medisoft



Financial Consultants near Mesa, AZ04699381,4071,8762,345PhoenixScottsdaleTempeChandlerGilbert