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Financial Consultants in Mooresville, NC

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25 results found

Debbie Cranfill Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerManagerHR ManagerFinancial DirectorOperations ManagerFinancial OfficerFinancial ManagerEmployee Relations ManagerHuman Resources SpecialistEmployee Relations SpecialistLabor Relations SpecialistRecruitmentBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Asst. Controller at Utilipath
Title:
Asst. Controller, Utilipath
Location:
Charlotte, North Carolina Area
Industry:
Telecommunications
Work history:
Utilipath - Mooresville, NCAsst. Controllersince Dec 2012AFLAC/Salem Financial Group - Winston Salem, NCFinancial AdvisorDec 2009 - Nov 2012
Skills:
Financial Reporting, Analysis, Financial Analysis, Strategic Financial Planning, Financial...

Michael Mcfadden Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDirector of OperationsConstructionChief ExecutiveSystems Support SpecialistSupport SpecialistsServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Financial Advisor at GCG Wealth Management, Inc
Title:
Financial Advisor at GCG Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
GCG Wealth Management, Inc - 9115 Harris Corners Pkwy., Ste 250, Charlotte, North Carolina 28269Financial Advisorsince Jan 2012Vision Capital & Management - Davidson, NCInvestment Operations Manager2004 - 2011
Certifications:
Series 7, FINRA
Series 66, FINRA

Cubby Bice Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerDoctor of MedicineSecurityCustomer ServiceClient Service Officer

Experience & Education

Position:
Important Disclosures at Bice Wealth Management
Title:
President - Bice Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Investment Management
Work history:
Bice Wealth Management Important Disclosuressince Jan 2010SunAmerica Securities - Mooresville, NCFinancial AdvisorOct 2002 - Dec 2009
Skills:
Retirement Planning, 401k Rollovers, Estate Planning, Risk Management, Investments, Financial...

Jeanne Lehnert Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorShop ManagerMarketing ManagerSales ManagerOperations ManagerRetail ProfessionalRetail SalespersonService ManagerCounselorService Operations ExpertAdvisorSports TrainerSports Trainers

Experience & Education

Position:
Branch Manager, AVP at Yadkin Bank
Title:
Branch Manager II, AVP, Yadkin Bank
Location:
Mooresville, North Carolina
Industry:
Banking
Work history:
Yadkin Bank - Mooresville NCBranch Manager, AVPsince Feb 2013Wells Fargo Bank - Cornelius, NCStore Manager 3, AVPFeb 2005 - Feb 2013
Financial Advisor

Dan Emmons Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Financial Advisor - Stifel at Stifel Financial Corp.
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Charlotte, North Carolina Area, United StatesFinancial Advisor - StifelThe Vanguard Group - Charlotte, North Carolina Area, United StatesInvestment ConsultantOct 2006 - 2013
Certifications:
Series 7
Series 63

Lee Griffin Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantBookkeeper

Experience & Education

Position:
Owner at The Gold Exchangers
Title:
Owner
Location:
Mooresville, North Carolina
Industry:
Luxury Goods & Jewelry
Work history:
The Gold Exchangers - Mooresville, NCOwnersince Jun 2011Morgan Stanley Smith Barney - Charlotte, North Carolina AreaFinancial AdvisorApr 2010 - Jun 2011

Roy Boone Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMechanical EngineerMechanical Engineering ProfessionalMechanical Engineering

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jan 2008Cardinal Glass Industries - Mooresville, NC 28117Mechanical EngineerDec 1997 - Jan 2008

Eduardo Haynes Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveOperations ManagerBachelor of SciencePsychology Specialist

Experience & Education

Work

Company:
Edward jones - Charlotte, NC
Financial advisor
Company:
Bank of america - Charlotte, NC
Vice president

Inna-inna Collins Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeAnalystAnalystsStudent Worker

Experience & Education

Work

Company:
Kerburn rose - New York, NY
Intern analyst, m&a advisory services
Company:
Foster klima & co., llc - Minneapolis, MN
Financial advisor

Skills

Financial Modeling,

Christopher Scotto Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerManaging MemberChief ExecutiveManagerOperations Manager

Experience & Education

Work

Company:
Scotto consulting group
Business financial consultant
Company:
Scotto holdings group, llc - Charlotte, NC
Multi-unit owner, managing member, majority shareholder

Christopher Scotto Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerManaging MemberChief ExecutiveManagerOperations Manager

Experience & Education

Work

Company:
Scotto consulting group
Business financial consultant
Company:
Scotto holdings group, llc - Charlotte, NC
Multi-unit owner, managing member, majority shareholder

Casey Phillips Mooresville, NC

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersManagerOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Valic
Financial advisor/enroller
Company:
Suntrust bank
Loan officer ii/branch manager

Mark Sumner Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveAdvisorSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Independent financial advisor, csa
Company:
Mtm financial group, inc - Mooresville, NC
President/principal advisor

Carolyn Matlack Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDog TrainerAnimal Care GiverAnimal CaretakerTeam Member

Experience & Education

Work

Company:
Petco area dog trainer
Company:
Merrill lynch - Huntersville, NC
Financial advisor

Nadine Raimey Charlotte, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPhysicianCustomer ServiceClient Service OfficerChief Administrative OfficerChief ExecutiveSecretaryDruggistPharmacistServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinance and Accounting SpecialistPosting ClerkBillerAccounting BookkeeperBookkeeperMedical Practice ProfessionalSurgical SpecialistMedical Practitioner

Experience & Education

Position:
Insurance – Follow-Up Specialist at Carolina Physician Network
Title:
Advertising Payment Specialist at Lowes Corporate Office/ Mooresville, NC
Location:
Charlotte, North Carolina Area
Industry:
Retail
Work history:
Carolina Physician Network Insurance – Follow-Up Specialistsince May 2012Vanguard - Charlotte,NCClient Relationship Associate1Oct 2011 - Jan 2012
Financial counselor managing billing

Alicia Suddreth Mooresville, NC

Professions & Specialties

Office AssistantOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Crest construction services, inc - Greensboro, NC
Accounting and office manager
Company:
Banc of america investment service, inc - Charlotte, NC
Client services investment specialist

Giancarlo Cerza Mooresville, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerAdvisorSupporting MemberTeam MemberSales RepresentativeChairpersonChief ExecutiveMaster of ScienceBachelor of Science

Experience & Education

Work

Company:
Home run markets
Customer service
Company:
Wachovia securities - Charlotte, NC
Investment advisor/ call center associate

Gregory Justus Mooresville, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerShop ManagerDirector of OperationsSales ManagerMaster of ScienceBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
Fedex ground - Hickory, NC
Sort manager
Company:
Fedex smartpost - Martinsburg, WV
Manager dock operations

Carl William Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProcess AnalystBusiness AnalystAnalystsAnalystIndependent ContractorBusiness AdministratorContractorBachelor of ScienceIndustrial EngineerIndependent Business OwnersOperations Manager

Experience & Education

Work

Company:
Wells fargo home mortgage
Process analyst
Company:
Branch banking and trust - Winston-Salem, NC
It business analyst

Jason Beard Mooresville, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentWriterEstimatorFinancial AnalystCustomer ServiceClient Service OfficerWelderMetal FabricatorBusiness AdministratorWelding SpecialistMetal WorkerGraphic Design SpecialistGraphic DesignerOperations Manager

Experience & Education

Work

Company:
Wilburn auto body
Service writer / estimator
Company:
Wilburn auto body - Statesville, NC
Customer service and equality

Richard Mcarthur Mooresville, NC

Professions & Specialties

Financial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssociate ProfessorLecturerPostsecondary Teacher

Experience & Education

Work

Company:
Metlife auto and home
Insurance agent/producer
Company:
Mitchell community college
Adjunct professor

Enrico Tonelli Mooresville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPractice ManagerHealth Services ManagerChief Operating OfficerOperations ManagerGeneral and Operations ManagerDirector of OperationsCounselorAdvisor

Experience & Education

Work

Company:
South point family practice
Practice administrator
Company:
Novant health - Rock Hill, SC
Practice manager

Elizabeth Arcaro Mooresville, NC

Professions & Specialties

Graphic DesignerOwnerChief ExecutiveDesigners

Experience & Education

Work

Company:
Lowe's companies, inc
Graphic specialist
Company:
Elizabeth ann designs
Owner/designer

Evelyn Foster Raleigh, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonChief ExecutiveVolunteerCounselorNon-ProfitAdvisorMarketing ConsultantMarket AnalystMarket Research AnalystFinancial OfficerApprenticeAnalystsCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsRecruitmentStudent Worker

Experience & Education

Position:
Owner at The Total Package
Location:
Raleigh-Durham, North Carolina Area
Industry:
Events Services
Work history:
The Total Package - Raleigh-Durham, North Carolina AreaOwnersince Apr 2006CAPITAL DEVELOPMENT SERVICES - Winston-Salem, NCSenior Marketing Consultant2004 - 2006
Financial Advisor/Certified Financial Manager at M..

Matt Underwood Greensboro, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRepresentativeHuman Resources SpecialistRecruitmentAccount ManagerBusiness AdministratorAccounting BookkeeperBookkeeperSales ExecutiveSales ManagerOperations Manager

Experience & Education

Position:
Admissions Representative at Universal Technical Institute
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Human Resources
Work history:
Universal Technical Institute - Mooresville, NCAdmissions Representativesince Oct 2011Charles Aris Account ManagerFeb 2010 - Aug 2012
Financial Advisor at ING Financial Partners


Financial Consultants near Mooresville, NC04228441,2661,6882,110CharlotteHuntersvilleConcordCorneliusSalisburyHarrisburgKannapolisDavidsonStatesvilleMount Holly



Financial Consultants around Mooresville, NC

Charlotte  (2,108)
China Grove  (1)
Claremont  (2)
Concord  (33)
Cornelius  (23)
Davidson  (8)
Denver  (2)
Harrisburg  (10)
Huntersville  (40)
Kannapolis  (9)
Longisland  (1)
Maiden  (1)
Mount Holly  (4)
Salisbury  (13)
Stanley  (1)
Statesville  (7)

Financial Consultants in North Carolina

Sub-specializations

Financial Consultant  (25)