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Financial Consultants in Wisconsin

Financial Consultants in Pewaukee, WI

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10 results found

Jeffrey Krause Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Pewaukee, WIFinancial Advisorsince Feb 2010Morgan Stanley Smith Barney - Chicago, ILRegistered AssociateJul 2007 - Feb 2010
Full Profile

Kiersten Beecroft Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Apprentice • Representative • Analysts • Market Analyst • Market Research Analyst • Bachelor of Business Administration • Insurance Professional • Underwriter • Property Manager • Real Estate Manager • Operations Manager • Student Worker

Experience & Education

Position:
Client Account Specialist at Kowal Investment Group
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Kowal Investment Group - Waukesha, WIClient Account Specialistsince Feb 2013LPL Financial - Pewaukee, WIRegistered AssistantMay 2011 - Feb 2013
Skills:
Series 7, Series 63, Licensed Life & Health Insurance Agent, Microsoft Office, Morningstar,...
Languages:
English, German
..be made to persons in states where the financial advisor is not registered
Full Profile

Sara Pitcel Milwaukee, WI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Pewaukee, WIVice President, Senior Portfolio Manager, Financial Advisorsince Feb 1999
Full Profile

Katherine Dordick Pewaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Master of Ceremonies • Entertainer • Bachelor of Arts • Associate of Arts • Master of Science • Business Administrator • Contractor

Experience & Education

Title:
Director of Sales - BrightStar of Great Waukesha
Location:
Pewaukee, Wisconsin
Industry:
Hospital & Health Care
Work history:
Millionaire Corner - Lake Forest, IllinoisBusiness Strategy and DevelopmentOct 2011 - Jun 2013Arbor Research and Trading VP Research SalesApr 2010 - Aug 2011
Financial Advisor at Wachovia Securities Financial..
Full Profile

Mervyn Byrd Milwaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Marketing Manager • Courier • Bicycle Messenger • Contractor • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Business Administration • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Sales & Marketing at Payroll Control Systems, Independent Member at LIFE Leadership, Owner at...
Title:
Sales & Marketing at Payroll Control Systems
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Payroll Control Systems Sales & Marketingsince Feb 2013LIFE Leadership Independent Membersince Jan 2013
Financial Consultant at MLB Diversified Financial
Full Profile

Daniel Plinska Milwaukee, WI

Professions & Specialties

Analyst • Guide • Volunteer • Analysts • Tour Guide • Non-Profit • Financial Analyst • Instructor • Pedagogue • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales and Service Specialist • Sales Agent • Sales Representative • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Analyst at Medical College of Wisconsin, Instructor & Guide at Adventure Rock
Title:
Financial Assistant/Analyst
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
Medical College of Wisconsin - Milwaukee, WIFinancial Analystsince Oct 2011Adventure Rock - Pewaukee, WIInstructor & Guidesince Jan 2004
Skills:
Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Outlook, Microsoft Office,...
Financial Consultant at Medcor
Full Profile

Pedro Rodriguez Milwaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Government Administration Professional • Interpreter • Police • Community Service Manager • Language Specialist • Business Administrator • Marketing Manager • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Arts

Experience & Education

Position:
Housing Specialist at Waukesha Housing Authority
Title:
Bilingual Housing Specialist
Location:
Greater Milwaukee Area
Industry:
Government Administration
Work history:
Waukesha Housing Authority Housing Specialistsince May 2013City of Waukesha Police Department - Waukesha, WISpanish Interpreter1995 - Jun 2013
financial advisor
Full Profile

Colleen Schoenike Milwaukee, WI

Professions & Specialties

Customer Service • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Porfolio Center Administrator, Customer Service, Quickbooks, Website Design & Maintenance,...
Title:
Portfolio Admin, Customer Service, Web Design/Maintenance, Quickbooks, Marketing, Event Coord, Office Mgr
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Shakespeare Wealth Management - Pewaukee, WIPorfolio Center Administrator, Customer Service, Quickbooks, Website Design & Maintenance, Socialsince Oct 2004
Skills:
Office Management, Website Design and Maintenance, Event Coordinator, Customer Service, Marketing,...
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Chris Marsh Pewaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Manager • Supervisor • Managers • Owner • Operations Manager • Chief Executive • Insurance Examining Clerk • Claims Examiner

Experience & Education

Work

Company:
Mango lane gallery
Owner and business manager
Company:
State farm insurance company - Hartland, WI
Emergency agency supervisor

Skills

State of Wisconsin Property, Casualty, Life and Health
Full Profile

Troy Anderson Pewaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Financial Officer • Financial Manager • Bachelor of Business Administration

Experience & Education

Work

Company:
Milwaukee wii
Corporate task force controller
Company:
Viceroy anguilla resort & residences
Finance controller
Full Profile

Financial Consultants near Pewaukee, WI02374747119481,185MilwaukeeBrookfieldWaukeshaMenomonee FallsOconomowocThiensvilleWest BendMuskegoCedarburgHales Corners


Financial Consultants around Pewaukee, WI

Brookfield  (43)
Cedarburg  (6)
Delafield  (3)
Dousman  (2)
East Troy  (1)
Elm Grove  (4)
Franksville  (2)
Greendale  (2)
Hartford  (1)
Hubertus  (1)
Jackson  (1)
Milwaukee  (1,185)
Muskego  (7)
Oconomowoc  (11)
Okauchee  (1)
Richfield  (2)
Slinger  (1)
Thiensville  (9)
Wales  (1)
Waterford  (2)
Waukesha  (42)
West Bend  (8)

Financial Consultants in Wisconsin

Sub-specializations

Financial Consultant  (10)