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Financial Consultants in Newark, DE

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64 results found

Diann Jones Middletown, DE

Professions & Specialties

Estate PlannerFinancial PlannerFinancial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderFinancial ManagerChief ExecutiveFounding MemberCounselorRepresentativeNon-ProfitPlannerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Special Needs Planning and Resources, LLC
Title:
President & Special Needs Financial and Estate Planner
Location:
Middletown, Delaware
Industry:
Financial Services
Work history:
Special Needs Planning and Resources, LLC - Middletown, DEPresidentsince Jun 2012Nationwide Financial - Middletown, DESpecial Needs Planner and Financial Consultant2008 - 2012
Skills:
Special Needs Estate and Financial Planner, Special Needs Trusts, Estate Planning, Strategic...

Matthew Block Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberApprenticeBusiness AdministratorTeam MemberAdvertising ProfessionalAdvertising Sales AgentStudent WorkerOperations ManagerPR and Communications ProfessionalPublic Relations SpecialistPublic Relations ProfessinalMarketing ProfessionalMarket Research AnalystVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIT Specialist

Experience & Education

Position:
Marketing Associate at appSYGNA
Location:
Newark, Delaware
Industry:
Marketing and Advertising
Work history:
AppSYGNA - Newark, DEMarketing Associatesince Jun 2012Charles Schwab Branch Network InternJun 2011 - Aug 2011

Richard Klimpt Wilmington, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounts PayableAccounts Payable SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerEntertainment ProfessionalEntertainerChief Administrative OfficerChief ExecutiveCustomer ServiceClient Service Officer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC.
Location:
Wilmington, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Newark, DEFinancial Advisorsince Sep 2011Strike Fore LLC Principal, Business Development OperationsJan 2001 - Dec 2010

Shaun Gines Newark, DE

Professions & Specialties

Financial ConsultantTellerFinancial Services ProfessionalFinancial Services Sales AgentSales PersonClient Service OfficerSales RepresentativeHostCustomer ServiceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonModeratorOrganization ManagementAdvisorBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRecruitment

Experience & Education

Position:
In-Store Financial Sales Consultant at PNC
Title:
In-Store Financial Consultant at PNC
Location:
Newark, Delaware
Industry:
Banking
Work history:
PNC - Bear, DEIn-Store Financial Sales Consultantsince Feb 2012Weichert Realtors RealtorJun 2011 - Jan 2012
Skills:
Sales Management, Customer Service, Economics, Fundraising, Event Management, Budgeting, Customer...

Kevin Walls Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Newark, Delaware
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Newark, DEFinancial Advisorsince Jan 2013Vanguard - Malvern, PAClient Relationship AssociateJun 2008 - Feb 2012

Colleen Weaver Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Wells fargo advisors - dewees investment consulting group
Financial consultant
Company:
Wheat first union - Wilmington, DE
Senior registered client associate

Michael Morrow Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerAgentSales RepresentativePsychologistManagersJuristLegal CounselPsychology Specialist

Experience & Education

Work

Company:
Investments and insurance broker
Director of sales
Company:
Investments and insurance broker
Independent financial advisor

Natalie Gorgoni Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberApprenticeTeam MemberStudent WorkerFood and Beverage AttendantMathematician

Experience & Education

Work

Company:
Jpmorgan
Private bank - client service associate
Company:
Merrill lynch - Wilmington, DE
Academic intern - assistant to financial advisor

Francine Johnston Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFiduciaryTrust Law AttorneyLawyersSupporting MemberTeam Member

Experience & Education

Work

Company:
The bryn mawr trust company of delaware
Fiduciary specialist
Company:
Wells fargo bank, n.a
Trust associate ii, financial advisor referred business

Deborah Hodges Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Self employed
Independent financial consultant & trade show management
Company:
Uniform & textile service association - Arlington, VA
Cfo & director, finance, administration

Gregory Pontrelli Wilmington, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveStudent Worker

Experience & Education

Work

Company:
Merrill lynch
Assistant vice president, financial advisor & lead seminar specialist
Company:
Wells fargo advisors - Wilmington, DE
Financial consultant, private client group

Aisha Jones Newark, DE

Professions & Specialties

Mortgage SpecialistFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentAdvisorInsurance UnderwriterInsurance ProfessionalUnderwriterLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Underwriting Assistant at Freedom Mortgage
Title:
Mortgage Specialist/Financial Advisor
Location:
Newark, Delaware
Industry:
Real Estate
Work history:
Freedom Mortgage Underwriting Assistant

Elyse Kersting Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentShop ManagerSales Manager

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Company:
Specs for less - Middletown, DE
Store manager

Charles Beck Newark, DE

Professions & Specialties

RepresentativeCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Personal Financial Representative at Allstate
Title:
Personal Financial Representative
Location:
Newark, Delaware
Industry:
Financial Services
Work history:
Allstate - Newark, DelawarePersonal Financial Representativesince Oct 2011
Skills:
Investments, Portfolio Management, Retirement Planning, Financial Planners, Risk Management,...
Certifications:
CLU, Chartered Life Underwriter, The American College
ChFC - Chartered Financial Consultant, The American College - Bryn Mawr, PA

Rudi Buetterich Newark, DE

Professions & Specialties

Area Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonVice PresidentChief Executive

Experience & Education

Work

Company:
Next financial group inc
President investments
Company:
Wsfs investment llc
Vice president, investments

Skills

Series 7, 9, 10, 24, 63, 65 Life, Health and Variable Annuities

Greg Hutchins Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsMathematicsMathematicianBachelor of ScienceFinance and Accounting SpecialistCertified AuditorFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Operations Analyst - Deal Closer at JPMorgan Chase Bank
Title:
Senior Operations Analyst at JPMorgan Chase Bank
Location:
Newark, Delaware
Industry:
Investment Banking
Work history:
JPMorgan Chase Bank - Newark, DESenior Operations Analyst - Deal Closersince Jun 2012JPMorgan Chase - Newark, DELoan OperationsSep 2011 - Jun 2012
Skills:
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Auditing, Loans, Finance, Financial...
Financial Advisor at Waddell and Reed

Kyle Kovalsky Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceStudent WorkerChief Executive

Experience & Education

Position:
Financial Control Analyst at J.P. Morgan, Student at University of Delaware
Title:
Financial Control Analyst at J.P. Morgan
Location:
Newark, Delaware
Industry:
Financial Services
Work history:
J.P. Morgan - Newark, DEFinancial Control Analystsince Jul 2013University of Delaware - Newark, DEStudentsince Jun 2009
Certifications:
FX Essentials, Bloomberg, L.P.
Equity Essentials, Bloomberg, L.P.`
Senior Financial Advisor

Chris Phillips Newark, DE

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAgentBuyerSales RepresentativeBuyer and SellerReal Estate Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentBachelor of ScienceHigh School Diploma

Experience & Education

Position:
Realtor at Realty Mark Concord
Title:
Realtor in DE & PA-Residential Real Estate Expert with strong experience in Foreclosures/Bank Owned Homes.
Location:
Newark, Delaware
Industry:
Real Estate
Work history:
Realty Mark Concord - Newark DERealtorsince Oct 1994Crawford & Company - Newark, DEIndependent Residential AdjusterOct 1990 - Sep 1994
Skills:
First Time Home Buyers, Marketing Homes, Short Sales, Move Up Buyers, Real Estate, New Home Sales,...
Financial Advisor

George Lutz Newark, DE

Professions & Specialties

CounselorAdvisorOwnerChief Executive

Experience & Education

Work

Company:
Corporation service company - Wilmington, DE
Inside corporate consultant
Company:
Mid-atlantic mortgage - Wilmington, DE
Owner/operator

Kevin Thompson Newark, DE

Professions & Specialties

Retail Store ManagerRetail Sales ManagerSales ManagerSales DirectorAssistant Store ManagerShop Manager

Experience & Education

Work

Company:
Staples
Sales manager
Company:
Lumber liquidators - Claymont, DE
Assistant store manager

Lisa Munyan Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Work

Company:
Jp morgan chase & co
Aml compliance operations analyst
Company:
Hsbc
Compliance analyst ii

Agron Kovangji Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceMathematicsMathematicianHuman Resources SpecialistRecruitmentFounding MemberChief Executive

Experience & Education

Position:
Data Management Operations Analyst at JPMorgan Chase
Location:
Newark, Delaware
Industry:
Financial Services
Work history:
JPMorgan Chase - Newark, DelawareData Management Operations Analystsince Oct 2012SMB Capital - New York, New YorkEquity Trading Desk InternshipMay 2011 - Aug 2011
Founder and Financial Consultant at The Penny Stock Breakout

Lauren Wallace Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ScienceHigh School DiplomaSales ExecutiveSales ManagerStudent Worker

Experience & Education

Position:
Financial Control Analyst at JP Morgan Chase
Title:
Financial Control Analyst
Location:
Newark, Delaware
Industry:
Financial Services
Work history:
JP Morgan Chase - Newark, DEFinancial Control Analystsince Mar 2012JPMorgan Chase - Newark, DEAccount Transition SpecialistDec 2009 - Mar 2012
Financial Advisor at Independence Financial Associ..

Matthew Henaghan Hockessin, DE

Professions & Specialties

OwnerChief ExecutiveAgentAccount Service ManagerSales RepresentativeClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Owner/Exclusive Agent at Allstate
Title:
Owner/Exclusive Agent
Location:
Hockessin, Delaware
Industry:
Financial Services
Work history:
Allstate - Hockessin, DEOwner/Exclusive Agentsince Jul 2010Allstate - Newark, DESr. Account AssociateJul 2010 - Jul 2012
Financial Advisor at Diamond State Financial Group

Ashraf Abdeltawab Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperAccount Manager

Experience & Education

Work

Company:
Bny mellon
Accountant
Company:
Auditor - Staten Island, NY
Potter & lamarca cpa

Skills

GAAP (Generally Accepted Accounting Principles) GAAS (Generally Accepted Auditing Standards) ...

Stephen Nowak Newark, DE

Professions & Specialties

Financial ConsultantEstate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerParalegalLitigation Support SpecialistGeneral CounselOf CounselJuristLegal CounselPlannerBusiness AdministratorJuris DoctorBachelor of ScienceClient Service OfficerCustomer ServiceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Bank of america
Short sale negotiator
Company:
Law office of michael r. ippoliti
Paralegal/it support

Charles Rogers Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTerritory Sales ManagerRegion ManagerArea ManagerManagersBachelor of Business Administration

Experience & Education

Work

Company:
Arjohuntleigh, us
District sales manager
Company:
Warner chilcott, inc
Women's healthcare district sales manager

Skills

Strategic Planning Performance Management Training & Development District Management Budget ...

Carol Patel Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeManagersMaster of Business AdministrationBachelor of Business AdministrationStudent Worker

Experience & Education

Work

Company:
University of pennsylvania health system - Philadelphia, PA
Sr. financial analyst
Company:
Temple university health system - Philadelphia, PA
Financial analyst

Susan Louth Wilmington, DE

Professions & Specialties

OwnerChief ExecutivePersonal SecretarySecretaryLawyers

Experience & Education

Work

Company:
Chillin' in st. thomas, llc
Owner/operator
Company:
Adriane j. dudley - St Thomas, VI
Personal assistant/caretaker

Skills

Exceptional ability to connect with tourists in both a professional and personal aspect.

Keith Al-chokhachy Newark, DE

Professions & Specialties

Certified Financial PlannerFinancial SpecialistFinancial Services ProfessionalPuchasing and Estimating ManagerFinancial Services Sales AgentClient Service OfficerFinancial ManagerCustomer ServiceOperations ManagerTeam Member

Experience & Education

Work

Company:
Wilmington trust
Client service advisor - trust administrator
Company:
Pnc investments
Financial specialist ii

Skills

CFP(r)

Frederick Anarfi Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorSenior AdvisorAdvisorMaster of Business AdministrationBachelor of ArtsOperations Manager

Experience & Education

Work

Company:
Alacer group
Sr aml consultant
Company:
Jpmc ny
Sr consultant, ipsa int

Gerard Moeller Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorRepresentativeManagersBusiness AdministratorSales RepresentativeSales AgentDirectorChief ExecutiveOperations ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Bny mellon
Supervisor
Company:
Bank of america - Newark, DE
Customer marketing representative

Jia Guo Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerBachelor of Science

Experience & Education

Work

Company:
Pricewaterhousecoopers zhong tian cpas limited company - Guangzhou, CN
Audit intern
Company:
China foreign exchange trading center - Guangzhou, CN
Accounting/finance intern

Skills

Proficient knowledge of Microsoft Word, Excel, PowerPoint and Access; Language: Fluent in Mandarin, ...

Selena Chen Newark, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerProject Managers

Experience & Education

Work

Company:
Conde nast
Financial associate
Company:
Max sunvest realty - Wilmington, DE
Realtor assistant in re

Skills

Hyperion Essbase, PeopleSoft, Microsoft Excel, SAS, Mandarin

Deborah Hopkins Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerDirectorOperations ManagerAdvisor

Experience & Education

Work

Company:
City council of phila
Manager/director of constituent service
Company:
Phila, pa
Chief of staff

Erin Ritchie Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentStaff AuditorField AuditorAuditorBachelor of ScienceStudent Worker

Experience & Education

Work

Company:
Wilmington savings fund society
Internal audit, staff auditor
Company:
Anchor health properties - Wilmington, DE
Accounting assistant

Deborah Counts Newark, DE

Professions & Specialties

TellerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Artisans' bank - Wilmington, DE
Teller ii

Skills

Experienced Teller of 12 years, processed customer transactions,Customer Service, Phone skills,...

Christopher Jackson Newark, DE

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSenior ManagerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Creative financial group - Newtown Square, PA
Company:
Metropolitan life - Plymouth Meeting, PA
Investment advisor

Michael Soltis Newark, DE

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsArea ManagerManagersRegion ManagerOperations Manager

Experience & Education

Work

Company:
J p morgan chase
Financial control analyst
Company:
Independent stock and options trader

Alyce Driesbach Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer Service AssociateClient Service OfficerCustomer ServiceCashierAnalystAnalysts

Experience & Education

Work

Company:
Test proctor at the university of delaware
Customer service associate
Company:
Garda ash logistics - Wilmington, DE
Customer service associate

Benjamin South Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales AgentSales RepresentativeTour GuideProperty ManagerReal Estate Manager

Experience & Education

Position:
Client Service Associate - Private Banking at J.P. Morgan
Title:
Client Service Associate at J.P. Morgan
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
J.P. Morgan - Newark, DEClient Service Associate - Private Bankingsince Jan 2012AXA Advisors Financial ConsultantJan 2011 - Dec 2011
Skills:
Banking, Asset Managment, Sales Management, Wealth Management
Certifications:
Life Insurance; Accident, Health or Sickness
Series 63

Mike Morrow Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvocateJuristLegal CounselPsychologistRepresentativeAdvisorSecurityPsychology SpecialistSales ManagerCustomer Service

Experience & Education

Position:
Director of Sales at Anthony Alfieri CPA, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Anthony Alfieri CPA, LLC - Greater Newark, DEDirector of Salessince Mar 2012Rockwell Associates - 1521 Concord Pike, Suite 305, Brandywine Plaza West, Wilmington, DE 19803-3644Financial AdvisorJan 2012 - Mar 2013

Aubrey Western Bellingham, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeGovernment Administration ProfessionalSpokespersonRepresentativeAnalystsOperations ManagerCommunity Service ManagerEnvironmental Services ProfessionalEnvironmentalist

Experience & Education

Position:
Financial Consultant at Tekkek, Student at Western Washington University
Title:
Financial Consultant at Tekkek.com
Location:
Bellingham, Washington Area
Industry:
Financial Services
Work history:
Tekkek - Bellingham, Washington AreaFinancial Consultantsince Apr 2013Western Washington University - BellinghamStudentsince Jun 2012
Skills:
Security Intelligence, Remote Satalite Uplink, Military Leadership, Quantitative Finance,...
Languages:
French 1+

Dawn Lytle Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of MarketingChairpersonSales ManagerSales DirectorManagerVice PresidentChief ExecutiveOperations ManagerRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ConsultantMarket AnalystMarket Research Analyst

Experience & Education

Position:
VP of Marketing at INCOME & ESTATE PLANNING PARTNERS, P.A.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
INCOME & ESTATE PLANNING PARTNERS, P.A. - 111 Continental Drive, Suite 409, Newark, DE 19713VP of Marketingsince Dec 2008Marketing Consultant Marketing Consultant2001 - 2007
Skills:
Insurance, Retirement Planning
Prescreened candidates for financial advisor positions and scheduled intervie..

Ruth Mcdevitt Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerFinancial DirectorDivisional Vice PresidentFinancial OfficerFinancial ManagerChief ExecutiveOperations ManagerManagersServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Controller at Cash Connect - Division of WSFS Bank
Title:
Finance/Accounting Management Professional rmc1051@comcast.net
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Cash Connect - Division of WSFS Bank - Newark, DEControllersince 20127-Eleven Inc - Willowgrove, PADivision Finance Manager2005 - 2011
Serving as primary financial advisor to Division Vice President and l..

Scott Lehman Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagersBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Position:
Home Mortgage Consultant at Wells Fargo Home Mortgage
Title:
Home Mortgage Consultant
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Newark, DEHome Mortgage Consultantsince Jun 2004American Express Financial Advisors - Wilmington, DEFinancial AdvisorApr 2001 - Dec 2003

Alex Gordon Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Asset Management at JP Morgan Chase
Title:
Private Bank Associate
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
JP Morgan Chase - Newark, DEAsset Managementsince Sep 2012Morgan Stanley - Baltimore, Maryland AreaFinancial AdvisorSep 2011 - Sep 2012
Skills:
Estate Planning, Alternative Investments, Retirement Income Strategies, Investments, Wealth...

Stephen Graham Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales DirectorSales ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Agency Sales Director at Independence Wealth Strategies, Financial Advisor at Independence Wealth...
Title:
Agency Sales Director at Independence Wealth Strategies
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Independence Wealth Strategies - Newark, DEAgency Sales Directorsince Jan 2012Independence Wealth Strategies Financial Advisorsince Dec 2007

Maria Zakutny Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerChief Executive

Experience & Education

Position:
Financial Professional at Income & Estate Planning Partners, P.A.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Income & Estate Planning Partners, P.A. - 875 AAA Blvd., suite A, Newark, DE 19713Financial Professionalsince Feb 2011MetLife - Newark, DEFinancial Advisor2007 - 2010

Brian Theibault Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Client Service Associate at JPMorgan Chase
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Newark, DEClient Service Associatesince Oct 2012Diamond State Financial Group Financial Advisor2009 - Oct 2012



Financial Consultants near Newark, DE0265278104130WilmingtonWest ChesterBearNew CastleMiddletownChadds FordHockessinElktonWest GrovePennsville