Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Midlothian, VA

Find a professional & check records

Here is a complete directory of most professional Financial Consultants nearby.

The Trustoria Professional Directory helps everyone get the best Financial broker for their upcoming project.

Be sure to check other states near Midlothian, VA to get the names of more service providers.

44 results found

Mark Creason Richmond, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentInsurance ProfessionalUnderwriterAdvisorEducatorEducation ProfessionalInstructorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sales Representative at Liberty Mutual Insurance
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Liberty Mutual Insurance - Midlothian, VASales Representativesince Mar 2013Merrill Lynch Financial AdvisorMar 2011 - Jul 2012
Skills:
Retirement Planning, Series 7, Series 63, Asset Allocation, Insurance, Financial Services,...

Darius Mcmillan Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAthletesMarketing InternMarketing ProfessionalAdvertising Sales AgentBachelor of ScienceStudent WorkerChief ExecutiveFounding Member

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
University of richmond
University of richmond student athlete

Teresa Albertson Midlothian, VA

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistCustomer ServiceClient Service OfficerLegal CounselManagers

Experience & Education

Work

Company:
Suntrust bank
Personal banker
Company:
Village bank - Midlothian, VA
Senior financial advisor

Roberta Smith Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperPayroll AdministratorPayroll SupervisorCompensations and BenefitsOperations ManagerOffice ClerkClerical Specialist

Experience & Education

Work

Company:
American micro industries, inc
Quickbooks contract employee as a full charge bookkeeper
Company:
Mcconnell, jones, lanier and murphy llp
Contract employee as a financial consultant for a government project

Michael Quihuis Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceStudent WorkerHealth Education SpecialistHealth Educators

Experience & Education

Work

Company:
Bon secours richmond health system
Patient access registrar
Company:
Bon secours richmond health system
Financial counselor

Alison Berry Richmond, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeSecuritySupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProcess EngineerIndustrial Engineer

Experience & Education

Position:
Branch Sales Assistant at American Portfolios
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
American Portfolios - Midlothian, VABranch Sales Assistantsince Jun 2010Wachovia Securities, LLC - Glen Allen, VAProcess ManagerNov 2000 - Jun 2009
and financial advisor brochures

Benjamin Whitehouse Richmond, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Credit Trainee at Ferguson Enterprises
Title:
Credit Department at Lyon Conklin & Co. Inc.
Location:
Richmond, Virginia
Industry:
Building Materials
Work history:
Ferguson Enterprises Credit Traineesince Jun 2013Virginia Asset Management, LLC - Midlothian, VAFinancial InternJun 2012 - Aug 2012
Skills:
Customer Service, Financial Analysis, Financial Modeling, Accounting, Credit Management, Microsoft...
Accompanied a top-producing financial advisor on client appointments and netwo..

Christopher Smith Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCooks

Experience & Education

Work

Company:
Prime america
Financial advisor
Company:
Pizza hut - Richmond, VA
Cook

Buddy Whitlow Richmond, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Virginia Asset Management
Title:
Financial Consultant at Virginia Asset Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Asset Management - 130 Wylderose Drive, Midlothian, VA 23113Financial Advisorsince Aug 1986

Janet Benedetti Midlothian, VA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales RepresentativeFinancial Manager

Experience & Education

Position:
CFP, CDFA at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Midlothian, Virginia
Industry:
Financial Services
Work history:
Ameriprise Financial - Midlothian, VaCFP, CDFAsince Mar 1993Morgan Stanley Sales AssistantAug 1989 - Nov 1992

Scott Viera Richmond, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerAccount Service ManagerClient Service OfficerCounselorAdvisorCustomer Service

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisor at VALIC Financial
Location:
Richmond, Virginia Area
Industry:
Wholesale
Work history:
VALIC - Midlothian, VAFinancial Advisorsince Jun 2013Federated Insurance - Richmond, Virginia AreaAccount ExecutiveFeb 2008 - Jun 2013

Jeff Quigley Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentModeratorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerVice PresidentChief ExecutiveProject Managers

Experience & Education

Position:
Senior Regional Training Facilitator at MetLife
Location:
Midlothian, Virginia
Industry:
Financial Services
Work history:
MetLife - Mid AtlanticSenior Regional Training Facilitatorsince May 2013Blackbridge Financial - Midlothian, VALPL Financial AdvisorMar 2011 - May 2013

Irene Paletta Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPatient Account RepresentativeAnalystAnalystsCustomer ServiceClient Service OfficerPosting ClerkBiller

Experience & Education

Work

Company:
Patient financial services
Patient account representative
Company:
Healthcare resource associates
Patient financial counselor

Skills

Experienced with all office equipment especially 10-key calculators. Proficient with Excel, Word ,...

John Iii Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorOffice AdministratorOperations Manager

Experience & Education

Work

Company:
Edward jones
Licensed branch office administrator
Company:
Edward jones - Midlothian, VA
Financial advisor

Skills

Microsoft office suite, Sales, Leadership, Advanced financial analysis, Quantitative and...

Robert Schinsky Midlothian, VA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor, CFP
Location:
Midlothian, Virginia
Industry:
Investment Management
Work history:
Ameriprise Financial Financial Advisorsince Jun 2005
Skills:
Retirement Planning, Investments, Insurance, Retirement, Financial Advisory

Scott Mcdowell Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveSales ManagerOperations ManagerSales RepresentativeSales AgentClient Service OfficerRegional Sales ConsultantBusiness AdministratorBachelor of ScienceCustomer Service

Experience & Education

Work

Company:
Merrill lynch securities/ bank of america
Financial advisor
Company:
Driftwood motel inc. - Lewes, DE
Owner/operator

Ronald Ramos Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerCounselorAdvisorOperations Manager

Experience & Education

Work

Company:
Shockoe commerce group, llc
Chief financial officer
Company:
Centennial bank
Financial advisor/consultant

Michael Dalton Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ConsultantCounselorAdvisorManagersOperations ManagerDirector of OperationsManagerChief ExecutiveHR ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Pearl staffing
Independent consultant
Company:
Merrill lynch pierce fenner & smith - Richmond, VA
Financial advisor

Jay Smith Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSales AgentChief ExecutiveSales ManagerOperations Manager

Experience & Education

Work

Company:
Haley toyota
Sales and leasing consultant
Company:
Venture capitalist
Private financial consultant

Jay Smith Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSales AgentChief ExecutiveSales ManagerOperations Manager

Experience & Education

Work

Company:
Venture capitalist
Private financial consultant
Company:
Haley toyota - Chesterfield, VA
Sales and leasing consultant

William Roberts Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorBachelor of ScienceChief ExecutiveCorporate Executive

Experience & Education

Work

Company:
Evb investments
Vice president-financial consultant
Company:
Franklin federal financial center
Financial consultant

Richard Davis Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGroup ManagerChief ExecutiveRepresentative

Experience & Education

Work

Company:
Best buy co, inc - Colonial Heights, VA
Computer business group manager
Company:
Mcbee associates - Richmond, VA
Financial consultant representative

Kyle Foust Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCashierInspector

Experience & Education

Work

Company:
Chippenham hospital - Richmond, VA
Financial counselor/registrar/cashier
Company:
Car pool - Midlothian, VA
Car wash inspector

Scott Kelley Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Document access systems (das)
Vice president of business development
Company:
Suntrust - alexander key - Richmond, VA
Private financial advisor

Benjamin Britten Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeProfessional HandymanSkilled ProfessionalStudent WorkerOperations Manager

Experience & Education

Work

Company:
Virginia asset management
Financial advisor intern
Company:
Monticello apartments - Fredericksburg, VA
Handyman

Tanya Rivera Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPosting ClerkBillerMedical AssistantHealthcare Support

Experience & Education

Work

Company:
Florida orthopaedic institute
Financial counselor
Company:
Virginia women's center - Richmond, VA
Medical billing specialist, medical assistant

Desteney Maxwell Midlothian, VA

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentService ManagerAdvisorService Operations ExpertOperations Manager

Experience & Education

Work

Company:
Wells fargo
Service manager
Company:
Wells fargo
Personal banker/financial advisor

Daniel Latham Midlothian, VA

Professions & Specialties

Vice PresidentChief ExecutiveAdvisorCounselorRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
VP, Investment Advisor at Village Bank
Title:
VP, Village Investment Services
Location:
Midlothian, Virginia
Industry:
Financial Services
Work history:
Village Bank - Midlothian, VAVP, Investment Advisorsince Jan 2010First Market Bank Investment Advisor RepresentativeApr 2002 - Feb 2010
Skills:
Fee Based Advisory Services, Comprehensive Wealth Management, 401k Rollover Guidance, Financial...
Financial Advisor Magazine

Justin Briggs Richmond, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagerOperations ManagerFiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagersSports Game Coach

Experience & Education

Position:
Investment Consultant at Hewitt EnnisKnupp
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Hewitt EnnisKnupp Investment Consultantsince Aug 2007First Market Bank - Midlothian, VASr. Financial Services AdvisorDec 2005 - Aug 2007
Financial Advisor Network,FAN,

Dionne Bazile Richmond, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPersonnel CoordinatorHuman Resources SpecialistPersonnel SpecialistRecruitmentFinancial DirectorFinancial OfficerFinancial ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPR and Communications ProfessionalPublic Relations ProfessinalInformation Technology SpecialistIT SpecialistCustomer Service

Experience & Education

Position:
Caterer at Coco Bans LLC, Corporate Staffing Manager, Eastern Region at Exclusive Staffing
Title:
Corporate Staffing
Location:
Richmond, Virginia Area
Industry:
Human Resources
Work history:
Coco Bans LLC - Midlothian, VACaterersince Nov 2011Exclusive Staffing Corporate Staffing Manager, Eastern Regionsince Jun 2003
PA to Financial Advisor at First Command Financial Plann..

Kenneth Beals Richmond, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentNews AnchorCommercial AnnouncerPresenterFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorRepresentativePersonnel ManagerPersonnel SpecialistRecruitmentPhysical Education ProfessorsHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Financial Services Professional at Anchor Financial Group/OneAmerica General Agency
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Anchor Financial Group/OneAmerica General Agency - Richmond, VAFinancial Services Professionalsince Feb 2013Oneamerica Securities - Midlothian,VaFinacial Advisor,Registered RepresentativeMay 2009 - Feb 2013
Financial Advisor at VALIC

Mary Schreffler Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentBenefits ManagerCompensations and BenefitsProject ManagerProject ManagersEmployee Placement SpecialistPublishing ProfessionalManagersAdministrative ClerkClerical SpecialistBachelor of Arts

Experience & Education

Work

Company:
Software specialists, inc. - Township of Cranberry, PA
Benefits administrator
Company:
Msp (mailing services of pittsburgh) - Freedom, PA
Project manager, fundraising

Skills

COMPUTER SKILLS: MS Office (Word, Excel, Publisher, PowerPoint, Access, Outlook), Internet,...

Lori Darling Midlothian, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice President of SalesDirectorVice PresidentChief ExecutiveOperations ManagerBusiness Administrator

Experience & Education

Work

Company:
Shamin hotels
Vice president of sales & marketing
Company:
Starwood hotels and resorts
Director of groups sales

Joseph Johnson Midlothian, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerOperations OfficerCustomer ServiceOperations ManagerBanking ManagerFinancial OfficerFinancial ManagerBachelor of Science

Experience & Education

Work

Company:
Bank of america
Customer relationship manager
Company:
Us army - Fort Eustis, VA
Operations officer

Tama Blevins Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer ProgrammerProgrammerPractice ManagerHealth Services ManagerTechnicianBusiness AdministratorTechnical SpecialistTechnical Support SpecialistsHuman Resources SpecialistRecruitmentBachelor of ScienceSales ManagerFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Bon secours virginia shared services
Coder i
Company:
Md associates - Kilmarnock, VA
Ed coder

Skills

Microsoft Office Suite; EPIC; Identifying and resolving problems

Tama Blevins Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer ProgrammerProgrammerTechnicianBusiness AdministratorTechnical SpecialistTechnical Support SpecialistsHuman Resources SpecialistRecruitmentBachelor of ScienceSales ManagerFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Bon secours virginia shared services
Company:
Md associates, inc - Kilmarnock, VA
Ed medical coder, remote

Rocio Rosa Midlothian, VA

Professions & Specialties

Financial Services Sales AgentProject ManagerCounselorLeaderAnalystAdvisorManagersAnalystsFinancial DirectorProject ManagersFinancial OfficerFinancial ManagerSenior ManagerOperations Manager

Experience & Education

Work

Company:
Capital one - Richmond, VA
Project manager (consultant)
Company:
Code x inc - Richmond, VA
Cfo / finance leader & analyst (part-time)

Chad Harvell Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerProject ManagerAnalystAnalystsSupport SpecialistAccount RepresentativeClient Service OfficerBachelor of Business AdministrationSales ManagerProject ManagersCustomer Service

Experience & Education

Work

Company:
Meadwestvaco corp
Strategic account manager
Company:
Meadwestvaco corp
Account manager

Skills

Six Sigma, Green Belt

Lynn Smith Midlothian, VA

Professions & Specialties

Loan ProcessorFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersReviewerControlling SpecialistControllerAgentSales RepresentativeCounselorAdvisorProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Browngreer, plc
Class action claims reviewer
Company:
Infinity wealth management
Broker

Carolyn Wayland Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerHome InspectorManagersInspectorEducatorMathematics ProfessorEducation ProfessionalInstructorMathematical Science TeacherBookkeeper

Experience & Education

Work

Company:
A family hand
Owner/operator
Company:
Wayland's window treatments
Owner and developer

Jerry Howard Midlothian, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveRegion ManagerCounselorAdvisorArea ManagerManagersMaster of Business AdministrationRecruitment

Experience & Education

Work

Company:
Martha jefferson house
Transitional ceo
Company:
Medical facilities of america
Executive director

Tim Stamps Midlothian, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentEducatorEducation ProfessionalInstructor

Experience & Education

Work

Company:
Jim's formal wear company
Sales representative/management team
Company:
Jim's formal wear company - Trenton, IL
Management development program

Dusty Grey Cumberland, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorStudent Worker

Experience & Education

Position:
Financial Analyst at PRA International
Location:
Cumberland, Virginia
Industry:
Financial Services
Work history:
PRA International - Charlottesville, Virginia AreaFinancial Analystsince Feb 2013Tidewater Home Mortgage Group, Inc - Glen Allen, VASenior Mortgage ConsultantJun 2012 - Oct 2012
Financial Advisor Intern at Virginia Asset Managem..

Benjamin Bryer Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSecuritySupporting MemberLeaderTeam MemberManagersTutorStudent WorkerFinancial ManagerOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Fund Financial Associate - Bond Trade Administration at Vanguard
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Vanguard Fund Financial Associate - Bond Trade Administrationsince Feb 2013Vanguard - Valley Forge, PAClient Relationship Associate - Retail Investment GroupFeb 2012 - Feb 2013
Skills:
Investments, Fixed Income, Equities, Series 7, Series 63
Financial Advisor Intern at Edward Jones


Financial Consultants near Midlothian, VA0169338507676845RichmondGlen AllenMechanicsvillePetersburgChesterfieldHighland SpringsColonial HeightsChesterSandstonAshland



Financial Consultants around Midlothian, VA

Ashland  (4)
Chester  (6)
Chesterfield  (8)
Petersburg  (9)
Powhatan  (1)
Richmond  (842)
Rockville  (1)
Sandston  (5)
Sandy Hook  (1)

Financial Consultants in Virginia

Sub-specializations

Financial Consultant  (44)