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Financial Consultants in Wisconsin

Financial Consultants in Racine, WI

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22 results found

Erica Linc Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Recruitment • Philanthrope • Office Clerk • Clerical Specialist • Production Worker • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Server • Student Worker • Language Specialist

Experience & Education

Position:
Bilingual Financial Counselor at GreenPath Debt Solutions
Location:
Greater Milwaukee Area
Industry:
Civic & Social Organization
Work history:
GreenPath Debt Solutions Bilingual Financial Counselorsince Jul 2013Racine Kenosha Community Action Agency - Racine, WIAmeriCorps*VISTAAug 2012 - Jun 2013
Languages:
English, Spanish
Full Profile

Michael Turner Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Philanthrope • Team Member • Managers • Non-Profit • Department Manager • Department Supervisor • Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Model

Experience & Education

Title:
Diligent and Focused Professional excited to join an Industry leading team
Location:
Racine, Wisconsin
Industry:
Management Consulting
Work history:
UBS Wealth Management Financial Advisor2008 - 2010Meadowbrook Country Club Head Golf Professional2003 - 2007
Full Profile

C.j. Mcdonald Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive Personal Lines Insurance Division at Johnson Financial Group
Title:
Account Executive at Johnson Insurance
Location:
Racine, Wisconsin
Industry:
Insurance
Work history:
Johnson Financial Group Account Executive Personal Lines Insurance Divisionsince Dec 2010COUNTRY Financial® Financial AdvisorDec 2005 - Dec 2010
Skills:
Property & Casualty Insurance, Customer Service, Customer Relations, Life Insurance, Disability ...
Full Profile

Melissa Dixon Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Administrative Officer • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Position:
Financial Advisor, Vice President at Nowitzki, Martin, Dixon & Associates, an Ameriprise...
Title:
Financial Advisor, VP at Ameriprise Financial Services, Inc.an Ameriprise Platinum Financial Services Practice
Location:
Racine, Wisconsin
Industry:
Financial Services
Work history:
Nowitzki, Martin, Dixon & Associates, an Ameriprise Platinum Financial Services Practice - 840 Lake Ave. Racine, WI 53403Financial Advisor, Vice Presidentsince May 2011Robert W. Barid Administrative Office ManagerOct 1996 - Apr 2011
Full Profile

Patty Allen Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Advisor • Business Intelligence Professional • Business Consultant • Managers • Accounting Analyst

Experience & Education

Position:
Chief Financial Advisor - Hospital Division at Columbia St. Mary's
Location:
Greater Milwaukee Area
Industry:
Hospital & Health Care
Work history:
Columbia St. Mary's - Greater Milwaukee AreaChief Financial Advisor - Hospital Divisionsince Oct 2012Columbia St. Mary's - Greater Milwaukee AreaChief Business Analytics AdvisorApr 2012 - Oct 2012
Full Profile

Janet Pobar Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Position:
FinancialAdvisor at Randall & Pobar, LLC. Your Financial Partners
Title:
Financial Advisor at Randall & Pobar, LLC - Your financial partners
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Randall & Pobar, LLC. Your Financial Partners FinancialAdvisorsince May 2012Johnson Investment Services - 6700 Washington AveAssistant Vice PresidentMay 1983 - Dec 2011
Full Profile

Rick Elsen Kenosha, WI

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™, CERTIFIED ESTATE PLANNER™ at Raymond James Financial Serivces, Inc....
Title:
CERTIFIED FINANCIAL PLANNER™, CERTIFIED ESTATE PLANNER™ at Raymond James Financial Services
Location:
Kenosha, Wisconsin
Industry:
Investment Management
Work history:
Raymond James Financial Serivces, Inc. Member FINRA/SIPC - 5707 Sixth Avenue, Kenosha, WI 53140, 262.652.7535CERTIFIED FINANCIAL PLANNER™, CERTIFIED ESTATE PLANNER™since Jul 2001Dain Rauscher - Racine, WIVP InvestmentsOct 1996 - Aug 2001
Full Profile

Mike Venturini Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at TADA Wealth Advisors, Inc
Title:
Financial Advisor at TADA Wealth Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
TADA Wealth Advisors, Inc - 6226 Bankers Rd - Racine, Wi 53403Financial Advisorsince Sep 2011Annex Wealth Management/David Zupek, Inc - 6226 Bankers Rd, Suite 4 Racine, Wi 53403Financial AdvisorSep 2011 - May 2012
Full Profile

Michael Turner Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Work

Company:
Ubs wealth management - Milwaukee, WI
Financial advisor
Company:
Meadowbrook country club - Racine, WI
Head golf professional and retail business owner

Skills

Purchasing, Inventory Management, Budgeting, Strategic Financing, Asset Management, Budgeting
Full Profile

James O'brien Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Underwriter • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Assurant health - Milwaukee, WI
Individual medical insurance underwriter
Company:
Ubs - Milwaukee, WI
Financial advisor
Full Profile

William Folk Racine, WI

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Security • Analysts • Chairperson • Chief Administrative Officer • Board Member • Chief Executive • Management Team Executive • Operations Manager • Commissioner • Mediator • Investor • Managers • Vice President • Partner • Dean • Higher Education Professional • School Administrator • Educational Manager • Account Service Manager • Secretary • Finisher • Grinding and Polishing Worker • Bachelor of Science • Master of Science • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Computer Specialist • Recruitment

Experience & Education

Position:
Sr. Internal Controls Analyst at CNH, Chairman at Racine County Republican Party, Planning...
Title:
Sr. Internal Controls Analyst
Location:
Racine, Wisconsin
Industry:
Accounting
Work history:
CNH Sr. Internal Controls Analystsince Oct 2012Racine County Republican Party Chairmansince Apr 2008
Skills:
ACL, Excel, Auditing, Audit, Outlook, Microsoft Office, PowerPoint, Financial Planning, Microsoft...
Financial Advisor at American Express Financial Ad..
Full Profile

Philippe Bisson Milwaukee, WI

Professions & Specialties

Financial Services Sales Agent • Trader • Capital Markets Professional • Development Director • Board Member • HR Manager • Management Team Executive • Operations Manager • Sales Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Construction • Non-Profit • Region Manager • Consumer Goods Professional • Commodities Clerk • Organization Management • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resource Manager • Recruitment • Psychology Specialist

Experience & Education

Position:
Dealer Development Manager - Construction Equipment, Canadian Region at CNH, Board Member at Junior ...
Title:
Regional Market Development Manager at CNH
Location:
Greater Milwaukee Area
Industry:
International Trade and Development
Work history:
CNH - Racine, WIDealer Development Manager - Construction Equipment, Canadian Regionsince Jun 2011Junior Achievement of Racine County - Greater Milwaukee AreaBoard Membersince Apr 2013
Languages:
French, English, Spanish
Financial Advisor
Full Profile

Ellen Jante Milwaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Division Manager • Operations Manager • Department Supervisor • Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Recruitment • Trust Law Attorney • Lawyers

Experience & Education

Position:
SrVP and CSAM at PointOne Recruiting Solutions (formerly Management Recruiters of Racine)
Title:
Director of Wealth Managment Recruiting ellen@pointonerecruiting.com 262-886-8000
Location:
Greater Milwaukee Area
Industry:
Staffing and Recruiting
Work history:
PointOne Recruiting Solutions (formerly Management Recruiters of Racine) - Racine, WISrVP and CSAMsince 1986Management Recruiters of Racine DirectorMar 1991 - Jan 2009
Skills:
Wealth Management, Investments
Financial Advisor Network,FAN,
Full Profile

Sharon George Milwaukee, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Education Professional • Instructor • Operations Manager • Psychologist • Bachelor of Science • Psychology Specialist

Experience & Education

Position:
Registered Principal - Brokerage Operations and Compliance, INVEST Financial Corp at Johnson Bank,...
Title:
Registered Principal / OSJ at Johnson Investment Services
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Johnson Bank - Racine, WIRegistered Principal - Brokerage Operations and Compliance, INVEST Financial Corpsince Jun 2003Johnson Financial Group - Johnson Investment Services at Johnson BankBranch Manager - Investment Servicessince 2003
Financial Advisor at Elmbrook Financial Services
Full Profile

Maria Perez-hernandez Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
MORTGAGE LOAN ORIGINATOR at Landmark Credit Union
Title:
MORTGAGE LOAN ORIGINATOR
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Landmark Credit Union - Racine WIMORTGAGE LOAN ORIGINATORsince Jul 2009American Family Insruance INSURANCE AGENTOct 2005 - 2009
Full Profile

Teresa Lopez Racine, WI

Professions & Specialties

Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Legal Secretary • Lawyers • Receptionist • Front Desk Clerk • Front Office Receptionist • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
State public defenders
Legal secretary
Company:
Con-way freight
Receptionist/customer service rep
Full Profile

Denis Nagorny Racine, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Auditor • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Adjunct Instructor • Lecturer • Postsecondary Teacher • Bachelor of Science • Analysts

Experience & Education

Work

Company:
Bmo harris
Audit manager
Company:
Johnson controls - Milwaukee, WI
Lead auditor
Full Profile

Ruthann Mork Racine, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Manager • Operations Manager • Biller

Experience & Education

Work

Company:
Ihbs - Franklin, WI
Manged care contract and credentialing manager
Company:
Progressive medical billing/racine emergency physicians - Racine, WI
Director
Full Profile

Brian Schaeffer Chicago, IL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Management Analyst • Analysts • Partner • Chief Executive • Financial Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Agent • Sales Agent • Sales Representative • Managers • Non-Profit • Research Scientist

Experience & Education

Position:
Advisor at Financial Strategy Network, LLC
Location:
Chicago, Illinois
Industry:
Financial Services
Work history:
Financial Strategy Network, LLC Advisorsince Apr 2013Blackhorn Partners - Racine, WIFinancial AdvisorMar 2012 - Dec 2012
Full Profile

Bruce Goldstein Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Financial Director • Chairperson • Partner • Financial Officer • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Founder • Founding Member • Software Developers • IT Specialist

Experience & Education

Position:
President at Goldstein Handler & Associates, Inc.
Title:
Experienced Operations and Financial Executive (COO/CFO)
Location:
Greater Chicago Area
Industry:
Venture Capital & Private Equity
Work history:
Goldstein Handler & Associates, Inc. Presidentsince Mar 2007Titan Tool Works LLC - Greater Chicago AreaChief Operating and Financial Officer (COO/CFO)Dec 2009 - Feb 2013
Financial advisor with 25+ years of experience in..
Full Profile

Mark Shipman Winneconne, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Account Manager • Minister • Pastoral Worker • Clergy • Musicians • Guitar Player • Singer • Music Artist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Religious Worker • Operations Manager • Automotive Professional

Experience & Education

Position:
QMI National Account Manager, Lube & Oil Sales, Wynn's Specialist at Halron Lubricants Inc.,...
Title:
Sales Representative at Halron Lubricants
Location:
Winneconne, Wisconsin
Industry:
Automotive
Work history:
Halron Lubricants Inc. - Southern WisconsinQMI National Account Manager, Lube & Oil Sales, Wynn's Specialistsince Nov 2011Dairyland Marketing - Central and Southern WisconsinOEM Wholesale Parts Field Sales & Marketing, Part Timesince Aug 2005
Financial Advisor at Modern Woodmen of America
Full Profile

Anne Hoyer San Francisco, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Operations Associate • Counselor • Analysts • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Non-Profit • Sales Representative

Experience & Education

Position:
Portfolio Operations Analyst at Kaspick & Company
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Kaspick & Company Portfolio Operations AnalystWetherby Asset Management - San Francisco Bay AreaSenior Financial Operations AssociateMar 2010 - Oct 2012
Skills:
Investments, Portfolio Management, Financial Services, Asset Allocation, Mutual Funds, Asset...
Supported financial advisor with trading activities
Full Profile

Financial Consultants near Racine, WI02374747119481,185MilwaukeeBrookfieldKenoshaGurneeWaukeganOak CreekMuskegoHales CornersElm GroveNorth Chicago


Financial Consultants around Racine, WI

Bristol  (1)
Brookfield  (43)
Caledonia  (1)
Elm Grove  (4)
Franksville  (2)
Greendale  (2)
Gurnee  (13)
Kenosha  (19)
Milwaukee  (1,185)
Muskego  (7)
Oak Creek  (7)
Union Grove  (1)
Waterford  (2)
Waukegan  (12)

Financial Consultants in Wisconsin

Sub-specializations

Financial Consultant  (22)