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Financial Consultants in Newport News, VA

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38 results found

Alex Ayers Norfolk, VA

Professions & Specialties

Financial ConsultantTellerFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service Officer

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newport News, VAFinancial Advisorsince Oct 2010National Bank TellerMay 2008 - May 2009
Skills:
Investments, Analysis, Portfolio Management, Excel, PowerPoint, Risk Management, Hedge Funds,...

Cameca Williams Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollectorRepossessorCollections SpecialistAccount ManagerSales Team MemberSales PersonSales RepresentativeAdvisor

Experience & Education

Work

Company:
Freedom acceptance corp
P &l financial counselor
Company:
Cavalry portfolio services
Collection recovery specialist

Dikla Madera Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCollectorRepossessorCollections SpecialistSales RepresentativeSales AgentCustomer Service

Experience & Education

Work

Company:
Anthem, inc
Anthem health keepers plus, senior community relation specialist (promotion)
Company:
The research foundation of suny - Albany, NY
St. peter's health care services, financial counselor

Patricia Waddy Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Port warwick internal medicine
Financial counselor

Jeffrey Whitaker Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberAssistant Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Associate Vice President, Financial Advisor at Wells Fargo Advisors, LLC
Title:
Associate Vice President- Investment Officer Wells Fargo Advisors LLC
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Newport News, VirginiaAssociate Vice President, Financial Advisorsince Dec 2008Merrill Lynch Assistant Vice PresidentAug 2002 - Dec 2008

Deck Hankins Norfolk, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveDB AdministratorDatabase Administration ProfessionalDatabase AdministratorCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Owner - Distributor at D & L Enterprise dba RD Fresh, Mid-Atlantic
Title:
Owner D & L Enterprise, dba RD Fresh
Location:
Norfolk, Virginia Area
Industry:
Food & Beverages
Work history:
D & L Enterprise dba RD Fresh, Mid-Atlantic - Newport News, VAOwner - Distributorsince May 2010Banc of America Investments and Wells Fargo Advisors - Newport News, VAFinancial Advisor2001 - 2009
Skills:
Sales Process Development, Sales Process Implementation, Contract Negotiation, Marketing Strategy,...

Kassandra Simpson Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerSports TrainerSports TrainersPlannerChiropractic DoctorChiropractor

Experience & Education

Position:
Labor Scheduler /Planner at Anheuser-Busch, Financial Coach at KBS Financial Coaching,...
Title:
Owner Dorm Storage Plus / Financial Coach
Location:
Newport News, Virginia
Industry:
Consumer Services
Work history:
Anheuser-Busch Labor Scheduler /Plannersince Jul 2013KBS Financial Coaching Financial Coachsince Feb 2013
Attended and Completed Dave Ramsey's Financial Counselor training

Dan Beasley Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Horner, Townsend, and Kent, Inc.
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
Horner, Townsend, and Kent, Inc. - Newport News, VAFinancial Advisorsince 2011

Randall Tabor Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperColonel

Experience & Education

Position:
Financial Advisor at First Command Financial Services
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
First Command Financial Services - Newport News, VAFinancial Advisorsince 2011USAF RETIRED Lt Col (ret)Jan 1981 - Sep 2010

Guy Manchester Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityCounselorAdvisorBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing Manager

Experience & Education

Position:
ChFC CASL Branch Manager at Financial Security Management, Inc.
Title:
Financial Security Management, Inc.
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
Financial Security Management, Inc. - 11801 Canon Blvd., Suite 200, Newport News, VA 23606ChFC CASL Branch Managersince 2008Financial Security Management, Inc. - 800 Diligence Drive, Newport News, VA 23606ChFC CASLJan 1996 - Jul 2008
Certifications:
Chartered Financial Advisor, American College
Chartered Advisor For Senior Living (CASL), American College

Cj Carder Williamsburg, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
Vice President, Financial Advisor - The Colonial Group at Morgan Stanley
Location:
Williamsburg, Virginia
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Williamsburg, VAVice President, Financial Advisorsince Jul 2005Northrop Grumman Newport News - Newport News, VAFinancial AnalystAug 2002 - Jun 2005

Melanie Pierce Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance CollectorCollectorRepossessorCollections SpecialistCounselorSupervisorAdvisorManagersBusiness AdministratorTeam LeaderOperations ManagerMarket Research Analyst

Experience & Education

Work

Company:
Stratford university
Admissions counselor
Company:
Rappahannock general hospital - Kilmarnock, VA
Collections/financial counselor supervisor

Skills

Public Relations, Event Planning/Management, Public Speaking, Community Outreach, Customer Service, ...

Mark Sarrett Norfolk, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor - Wells Fargo Advisors Financial Network
Location:
Norfolk, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Newport News, VAFinancial Advisorsince Sep 2011Coldwell Banker Professional, REALTORS® - VirginiaGeneral ManagerOct 2007 - Aug 2011

Scott Eby Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at SunTrust Investment Services
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
SunTrust Investment Services Financial Advisorsince May 2013Merrill Lynch - Newport News, VirginiaFinancial AdvisorNov 2009 - May 2013

Ebony Dolison Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBilling RepresentativePosting ClerkBillerPhysician

Experience & Education

Work

Company:
Sentara medical group - new town family practice - Williamsburg, VA
Financial counselor
Company:
Chkd- cmg hampton roads pediatrics - Hampton, VA
Physician billing representative

Katrina Mason Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentComputer ProgrammerProgrammer

Experience & Education

Work

Company:
Doma technology - Langley AFB, VA
Outpatient coder
Company:
Sentara medical group - Norfolk, VA
Financial counselor

Skills

All scripts EMR GE IDX EPIC EMR

Mark Bedard Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentTreasurerVice PresidentChief ExecutiveFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Independent financial consultant
Company:
Hampton road bankshares - Norfolk, VA
Senior vice president and treasurer

Joycelyn Walters Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerAnalystPilotNon-ProfitAnalystsAir Transportation WorkerModelHuman Resources SpecialistRecruitmentDirectorProject ManagersOperations ManagerAdvisorSkilled ProfessionalChief ExecutiveMaster of ScienceBachelor of SciencePsychologistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPhysical TherapistsPsychology Specialist

Experience & Education

Position:
Manpower, Personnel, and Training Analyst at Northstar Technology Corporation
Title:
Project Manager
Location:
Newport News, Virginia
Industry:
Human Resources
Work history:
Northstar Technology Corporation - Newport News, VirginiaManpower, Personnel, and Training Analystsince Jun 2010Effective Learning Facilitators, LLC DirectorJan 2008 - Jun 2011
Certifications:
Project Management Professional, Project Management Institute
Registered Representative / Financial Advisor at Legg Mason Wood Walker

Kathleen Le Mons Newport News, VA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitFounderFounding MemberChief ExecutiveMarketing ManagerMaster of ScienceBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Senior Vice President-Investment Officer at Wells Fargo Advisors
Title:
Senior Vice President-Investment Officer at Wells Fargo Advisors, LLC
Location:
Newport News, Virginia
Industry:
Financial Services
Work history:
Wells Fargo Advisors Senior Vice President-Investment Officersince Dec 1988Wachovia Securities, LLC Resident Branch ManagerFeb 2005 - Jul 2007
Skills:
Retirement Planning, Wealth Management, Investments, Public Speaking, Living Trusts, Charitable...
Financial Advisor at Merrill Lynch

Miguel Davilla Newport News, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveCorporate ExecutiveOperations ManagerCounselorNon-ProfitAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Hampton Roads Church Project, Lead Planter at Hampton Roads Fellowship
Title:
Lead Planter at Hampton Roads Fellowship
Location:
Newport News, Virginia
Industry:
Religious Institutions
Work history:
Hampton Roads Church Project - Hampton Roads, VAPresidentsince Jun 2012Hampton Roads Fellowship - Hampton Roads, VALead Plantersince Jun 2012
Languages:
English, Spanish

Ladonya Francis Norfolk, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveTax ConsultantTax AccountantProgram DirectorOperations ManagerSenior AdvisorAdvisorConfiguration ManagementSoftware Deployment EngineerSoftware EngineerSoftware DevelopersHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Business Owner at Dollar D, Tax Specialist at H&R Block
Title:
Business Owner
Location:
Norfolk, Virginia Area
Industry:
Retail
Work history:
Dollar D - Hampton, VABusiness Ownersince Apr 2010H&R Block - Newport News, VATax Specialistsince Jan 2010
Senior Management & Financial Consultant at PMC/Optimus Corp

Thomas Mcgehee Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerRental ManagerRental Sales AgentRental ClerkBuilderConstruction SpecialistConstruction LaborerVice President of FinanceVice PresidentChief ExecutiveDispatcherTeam MemberParamedic

Experience & Education

Work

Company:
Hertz - Norfolk, VA
Branch rental manager
Company:
Enterprise rent-a-car - Virginia, Free State
Branch rental manager

Skills

10+ years experience with: * outside sales/marketing of new/existing accounts * providing excellent ...

Tamara Dozier Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorApprenticeAdvisorCertified Nurse AideStudent WorkerNurseNurse PractitionerManagersTeam MemberAdministrative ClerkClerical SpecialistHealth Services AdministratorMedical Services ManagerHealth Services Manager

Experience & Education

Work

Company:
Another level youth and family services
Intensive in-home counselor
Company:
Another level youth and family services - Newport News, VA
Intern

Skills

Microsoft Office Suite, Knowledge of ACT Curriculum, TOVA Certified, Medipac, Adult and Infant...

Dawn Edquist Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerInformation Technology SpecialistIT SpecialistProject ManagersOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Project Manager at Wolseley, Project Manager at Feguson Enterprises, Project Manager at Ferguson...
Title:
Project Manager at Ferguson Enterprises
Location:
Newport News, Virginia
Industry:
Information Technology and Services
Work history:
Wolseley Project Managersince 2007Feguson Enterprises Project Managersince Oct 2006
Skills:
Business Analysis, SDLC, Analysis, Change Management, Process Improvement, Integration, Business...
Financial Advisor at Virginia Asset Management

Kristof Koletar Newport News, VA

Professions & Specialties

OwnerManagerChief ExecutiveOperations ManagerOf CounselLaw SpecialistJuristLegal CounselLawyersHunter

Experience & Education

Position:
Of Counsel at Thomas L. Hunter and Associates, Owner/Manager at Koletar Law, PLC
Title:
Owner/Manager, Koletar Law, PLC
Location:
Newport News, Virginia
Industry:
Law Practice
Work history:
Thomas L. Hunter and Associates - Hampton, VAOf Counselsince Feb 2012Koletar Law, PLC - Newport News, VAOwner/Managersince Oct 2011
Languages:
English
Financial Advisor at TrustBuilders Planning Group

Elizabeth Martin Newport News, VA

Professions & Specialties

BankerTellerFinancial Services ProfessionalFinancial Services Sales AgentPlannerRepresentativeTeam LeaderOperations ManagerData TypistContractorFront Office ReceptionistAdministrative ClerkClerical SpecialistComputer Operator SpecialistIndependent Business OwnersRecruitment

Experience & Education

Work

Company:
Corinthian colleges, inc., everest college
Student finance planner/finance representative
Company:
Woodforest national bank
Personal retail banker/lead teller/team leader

Jeffrey Whitaker Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentArea Sales ManagerRegional Sales ConsultantSales RepresentativeSupporting MemberTeam MemberAgentBusiness AdministratorClaims CounselLegal CounselBachelor of ScienceChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Capital wealth planning, llc
Regional sales manager, option overlay specialist
Company:
Wells fargo advisors
Associate vice president-investment officer

Helena Reid Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerCoordinatorManagersHealthcare SupportDoctor of MedicineController

Experience & Education

Work

Company:
Patient advocate foundation
Case manager
Company:
Riverside regional medical center - Newport News, VA
Insurance verification coordinator

Jacqueline Finley Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorManagersSales Account AssociateSales ExecutiveSales ManagerBusiness AdministratorAdministrative ClerkClerical SpecialistOperations ManagerRecruitment

Experience & Education

Work

Company:
Ross dress for less - Hampton, VA
Area supervisor
Company:
Ross dress fo rless - Little Rock, AR
Sales associate

Skills

PowerPoint, Excel, LaborScheduling, PeopleSoft, SMS, Access, PayNav

Sonja Williams Newport News, VA

Professions & Specialties

Client Service OfficerIndependent ContractorContractorOwnerChief ExecutiveCustomer ServiceIndependent Business Owners

Experience & Education

Work

Company:
Langley inns
Front desk customer service representative
Company:
Sonja felber id - Freiburg
Self employed owner of a variety of online shops

Tamaiki Hood Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentQuality Assurance ProfessionalAssemblerInspectorDaycare ProviderChildcare WorkersBusiness AdministratorSales ExecutiveSales ManagerOperations ManagerData Scientist

Experience & Education

Work

Company:
Kelly services/cannon,va
Qa inspector/assembler
Company:
Tami's daycare - Newport News, VA
Daycare provider

Shamika Hopkins Newport News, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSecretaryAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
First baptist church - Melbourne, FL
Secretary
Company:
First baptist church - Norfolk, VA
Administrative assistant

Megan Howington Denver, CO

Professions & Specialties

UnderwriterRecognitionLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPartnerChief ExecutiveCredit AnalystLoan Accountant

Experience & Education

Position:
Small Business Underwriter at Bellco Credit Union
Location:
Greater Denver Area
Industry:
Banking
Work history:
Bellco Credit Union Small Business Underwritersince Aug 2009Virgnia Company Bank - Newport News, VACommercial Credit AnalystMar 2008 - May 2009
Worked with a financial advisor in developing business and vario..

Scott Thomas Hampton, VA

Professions & Specialties

Sports TrainerSports TrainersPipefitterForemanConstruction AdministratorConstruction ManagerSuperintendentConstructionVice PresidentProgram DirectorManagerChief ExecutiveOperations ManagerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeSupervisorsTrainerBookkeeper

Experience & Education

Title:
Performance Coach
Location:
Hampton, Virginia
Industry:
Transportation/Trucking/Railroad
Work history:
RLG International - Newport News, VAPerformance Management CoachJan 2010 - Feb 2013Thompson Casting Company - Cleveland, OhioProgram ManagerApr 2004 - Jan 2010
Financial Advisor at LPL Financial Services

Holly Crockett Raleigh, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerSenior Vice PresidentOperations ManagerVice PresidentChief ExecutiveMarketing ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorBusiness Unit ManagerBusiness Administration SpecialistSports Trainers

Experience & Education

Position:
Complex Manager at Morgan Stanley
Title:
Complex Manager
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley - Raleigh-Durham, North Carolina AreaComplex Managersince Nov 2010Morgan Stanley Smith Barney - Newport News, Va Virginia Beach, Va Elizabeth City, NCSenior Vice President Branch ManagerJun 2009 - Nov 2010
Financial Advisor at Legg Mason

Nelson Pollard Richmond, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalSales PersonSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOwnerChief ExecutiveAccounts ReceivableInvestorConsumer Goods ProfessionalDepartment Store SalespersonRetail ProfessionalRetail SalespersonCommodities ClerkOperations ManagerProject ManagersFinancial Compliance ExaminerAuditorProject ManagerAnalystsAdvisorManagersMaterial AnalystMaterials ScientistCertified Medical AssistantMedical AssistantHealthcare SupportMaster of Business AdministrationBachelor of ScienceAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Sales Consultant at McGeorge Toyota Certified Sales Center
Location:
Richmond, Virginia Area
Industry:
Real Estate
Work history:
McGeorge Toyota Certified Sales Center - 7705 West Broad StreetSales Consultantsince Oct 2012Pollard Appraisals, LLC - Mechanicsville, VAOwnerJan 2004 - Oct 2012
Business/Financial Consultant at Interim & contracting assi..

Humberto Rivas San Mateo, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Emerson equity llc - San Mateo, CA
Financial consultant
Company:
Wells fargo bank - San Francisco, CA
Business banking specialist

Jim Altiere Monroe, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentJuris DoctorMaster of Business AdministrationBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
U. s. department of defense
Defense contract management agency
Company:
U. s. department of defense
Defense contract management agency


Financial Consultants near Newport News, VA0105210315420525NorfolkVirginia BeachChesapeakeWilliamsburgHamptonPortsmouthSuffolkYorktownSmithfieldCarrollton



Financial Consultants around Newport News, VA

Carrollton  (2)
Chesapeake  (52)
Hampton  (28)
Hayes  (1)
Norfolk  (524)
Portsmouth  (15)
Seaford  (1)
Smithfield  (3)
Suffolk  (14)
Virginia Beach  (154)
Williamsburg  (36)
Yorktown  (11)

Financial Consultants in Virginia

Sub-specializations

Financial Consultant  (38)
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