Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in North Carolina

Financial Consultants in Raleigh, NC

Find a professional & check records

Here is a complete directory of nearly every professional Financial Consultants nearby.

Be sure to review other states near here to get the histories of more professionals.

The Trustoria Professional Directory gives everyone all the professional records needed to locate the best service provider for any need.

250 results found

Seth Ratchford Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Representative • Business Administrator • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Specialist • Research Scientist • Operations Manager

Experience & Education

Position:
Financial Representative at Fidelity Investments
Title:
Financial Rep at Fidelity Investments
Location:
Raleigh-Durham, North Carolina Area
Industry:
Capital Markets
Work history:
Fidelity Investments - Durham, NCFinancial Representativesince Mar 2012Edward Jones - Raleigh-Durham, North Carolina AreaFinancial AdvisorMar 2011 - Nov 2011
Full Profile

Audra Marotta Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Managing Partner • Chairperson • Board Member • Treasurer • Partner • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Marketing Manager • Vice President • Controller • Accounting Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Supervisor • Supporting Member • Non-Profit • Tour Guide • Advisor • Managers • Team Member • Advocate • Jurist • Legal Counsel • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Advertising Professional • Brand Representative • Advertising Sales Agent • Consumer Goods Professional • Commodities Clerk • Customer Service

Experience & Education

Position:
Financial Advisor at North Carolina Brewers Guild, Managing Partner at Violent Orchid, LLC, Chair...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Food & Beverages
Work history:
North Carolina Brewers Guild Financial Advisorsince Jul 2010Violent Orchid, LLC Managing Partnersince Apr 2010
Skills:
Accountable reporting, conflict mgmt, audit, financial consulting, NFP operations, HUD accting,...
Full Profile

Vidya Muthukumar Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Data Analyst • Computer Software Professional • Data Entry Specialist • Data Scientist • Software Developers • Business Intelligence Professional • Business Consultant • Advisor • Software Developer • Non-Profit • Tour Guide • Market Analyst • Market Research Analyst • Senior Online Leader • Internet Marketing Manager • Web Marketer • Editor • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Director • Operations Manager • Marketing Manager • Master of Science

Experience & Education

Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Software
Work history:
Institute for Advanced Analytics, North Carolina State University M.S AnalyticsJun 2009 - May 2010Robert Half International Financial consultantMay 2007 - Mar 2008
Skills:
Data Mining and Advanced Analytics (predictive modeling, statistics, forecasting), Multilingual,...
Full Profile

Dave Kerstine Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Guide • Tour Guide • Financial Manager • Entrepreneur • Investor • Business Administrator • Analysts • Managers • Marketing Manager • Program Director • Operations Manager • Project Managers • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Marketing Administrator • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Doctor of Philosophy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist

Experience & Education

Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer & Network Security
Work history:
AXA Advisors CERTIFIED FINANCIAL PLANNER (tm), CFP®2006 - 2009Edward Jones Financial Consultant2002 - 2006
Skills:
Certified Financial Planner, Series 7 NYSE Series 65 NASD Certification, Life Health Insurance...
Full Profile

Mark Kinsella Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Supervisor • Business Analyst • Analyst • Managers • Analysts • Support Manager • Counselor • Business Administrator • Advisor • Manager • Vice President • Operations Manager • Chief Executive • Quality Analyst • Operations Research Analysts • Computer Network Professional • Data Entry Specialist • Data Scientist • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk

Experience & Education

Title:
Supervisor Duke Consultation and Referral Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Retail
Work history:
VALIC - Durham, NCBusiness AnalystJun 2011 - Jan 2013The Body Shop Workforce AnalystSep 2010 - Jun 2011
Skills:
Forecasting, Data Analysis, Data Presentation, Data Mining, Customer Service, Coaching, Process...
..and even down to the individual financial advisor
Full Profile

Ryan Kelly Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Sep 2001
Full Profile

George Nowack Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Compliance Officer • Advisor • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Financial Director • Compliance Manager • Financial Officer • Financial Manager • Management Analyst • Analysts • Non-Profit • Operations Manager • Community Service Manager • Bankruptcy Attorney • Financial Regulation Attorney • Lawyers

Experience & Education

Position:
Tax Compliance Officer at US Department of the Treasury, Independent Advisor (Personal CFO) at...
Title:
Tax Compliance Officer / Independent Financial Advisor
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
US Department of the Treasury - Raleigh-Durham, North Carolina AreaTax Compliance Officersince Mar 2010Ashworth Financial - Raleigh-Durham, North Carolina AreaIndependent Advisor (Personal CFO)since Nov 2008
Skills:
Tax Expert, Coach / Advisor, Investment Management, Business Process Improvement, Enterprise Risk...
Full Profile

Nick Bradfield Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Business Development • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • C++ Developer • Computational Scientist • Software Developer • Software Developers • Computer Scientists • Counselor • Advisor • Master of Business Administration • Market Analyst • Market Research Analyst

Experience & Education

Position:
Director of Business Development at Sageworks, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Sageworks, Inc. Director of Business Developmentsince Jul 2010Edward Jones Financial advisorOct 2008 - Jun 2010
Skills:
Ability to take industry/technical jargon and translate into plain language
Full Profile

Natasha Foster Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Student Worker • Bachelor of Science • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Sr. Financial Analyst, Corporate Treasury at Quintiles Transnational
Title:
Sr. Financial Analyst, Treasury at Quintiles
Location:
Raleigh-Durham, North Carolina Area
Industry:
Pharmaceuticals
Work history:
Quintiles Transnational Sr. Financial Analyst, Corporate Treasurysince Apr 2007West Brother's Transportation Services Inc. Sr. Accountant, Vaco Financial ConsultantNov 2006 - Mar 2007
Certifications:
Certified Treasury Professional, Association for Financial Professionals
Full Profile

Nina Lloyd Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Security • Customer Service • Client Service Officer • Relationship Manager • Account Service Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Important Disclosures at Opus Financial Advisors, Inc.
Title:
Financial Advisor at Opus Financial Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Opus Financial Advisors, Inc. Important Disclosuressince May 2012Wells Fargo Principal Business Banking Relationship Manager, VPJun 2005 - May 2012
Skills:
Wealth Management, Investments, Cash Management, Retirement Planning, Strategic Financial Planning, ...
Full Profile

Wat Keys Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Personal Financial Planner • Puchasing and Estimating Manager • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Financial Analyst • Financial Manager • Management Team Executive • Chief Executive • Vice President • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
LPL Financial Advisor/Retirement Plan Specialist at LLG Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
LLG Financial LPL Financial Advisor/Retirement Plan Specialistsince 2009Union Central Life Insurance Company Retirement Plan Specialist & Pension Wholesaler1997 - 2009
Skills:
Wat is a CERTIFIED FINANCIAL PLANNER(tm) Practitioner and a CHARTERED RETIREMENT PLANS...
Full Profile

Marc Cram Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Owner • Department Supervisor • Chief Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Recruiter at Freedom Equity Group, Owner at Thrive Retirement Planning, Owner,...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Freedom Equity Group - Durham, North CarolinaFinancial Advisor, Recruitersince Apr 2013Thrive Retirement Planning - Durham, North CarolinaOwnersince Jan 2013
Skills:
Computer Repair, Video Production, Photography, Coaching, Team Building, Public Speaking, Customer...
Full Profile

Steed Rollins Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Market Analyst • Market Research Analyst • Computer Network Consultant • Computer Consultant • IT Consultant • Insurance Professional • Underwriter • Property Manager • Real Estate Manager

Experience & Education

Position:
Business Consultant at Financial Directions Group, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Financial Directions Group, Inc. Business Consultantsince Sep 2010Wells Fargo Advisors Financial AdvisorJan 2009 - Aug 2010
Skills:
Customer Relationships, Business Development, and Marketing
Full Profile

Will Dyson Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 20111st Signal Realty OwnerApr 2005 - Oct 2011
Skills:
Contract Negotiation, Real Estate Transactions, Real Estate Economics, Restaurant Management,...
Full Profile

Bert Ward Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • School Principal • School Administrator • Educational Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Client Service Manager at Principal Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Principal Financial Group - Raleigh-Durham, North Carolina AreaClient Service Managersince May 2006Morgan Stanley - Raleigh-Durham, North Carolina AreaFinancial AdvisorJun 2005 - May 2006
Skills:
Series 7, Mutual Funds, Employee Benefits, Investments, Retirement Planning, Financial Services,...
Full Profile

David Hellinger Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Psychologist • Advisor • Sales Manager

Experience & Education

Position:
LPL Financial Advisor at The Preferred Client Group (LPL Financial)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
The Preferred Client Group (LPL Financial) LPL Financial AdvisorAmeriprise Financial Services, Inc. Financial Advisor2003 - Apr 2010
Skills:
Women's Financial Strategies, Retirement Planning, Retirement Income Distributions, Tax Planning,...
Full Profile

Jeff Solomon Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Financial Advisor at Avison Young Commercial Real Estate
Title:
Commercial Real Estate Broker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Avison Young Commercial Real Estate - Raleigh-Durham, North Carolina AreaFinancial Advisorsince Oct 2011The Business Journals InternMar 2011 - Sep 2011
Full Profile

Parker Sox Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Data Entry Specialist • Data Scientist • Student Worker • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Solutions Specialist at Ultimate Staffing Services
Location:
Raleigh, North Carolina
Industry:
Staffing and Recruiting
Work history:
Ultimate Staffing Services - Raleigh, NCBusiness Solutions Specialistsince May 2011BofA Merrill Lynch Intern to Financial AdvisorJan 2011 - May 2011
Full Profile

Dave Mckinnon Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC Financial Consultantsince 2003NanoData Manager, Materials2001 - 2002
Full Profile

Arun Aggarwal Raleigh, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Financial Director • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President- Financial Advisor at Morgan Stanley
Title:
Financial Advisor-CERTIFIED FINANCIAL PLANNER™* at Morgan Stanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley - Raleigh-Durham, North Carolina AreaSenior Vice President- Financial Advisorsince Jul 1988Interstate Securities - Raleigh, NCFinancial Advisor1987 - 1988
Full Profile

Caleb Griffith Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Townsend Asset Management Corp.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Full Profile

Nancy Reed Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Townsend Asset Management Corp.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Townsend Asset Management Corp. Financial Advisor
Full Profile

Virginia Clay Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Raleigh-Durham, North Carolina Area, United StatesFinancial Advisorsince Oct 2006Blackwood Insurance Services - Raleigh-Durham, North Carolina Area, United StatesOwner / AgentJan 2005 - Oct 2006
Languages:
Spanish
Certifications:
CERTIFIED FINANCIAL PLANNER(TM)*, Certified Financial Planning Board
Chartered Financial Analyst, CFA Institute
Full Profile

Ben Graff Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Business Administrator

Experience & Education

Position:
Certified Financial Planner™ Professional at Ameriprise Financial
Title:
CFP®, APMA℠ and Financial Advisor at Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner™ Professionalsince 2007State Employees' Credit Union - Chapel Hill, NCFinancial Services OfficerApr 2004 - Apr 2007
Skills:
Saving for Education, Retirement Planning, Employee Stock Options, Estate Planning, Investments,...
Certifications:
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Portfolio Management Advisor℠
Full Profile

Johnathan Mayshak Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Founder • Chairperson • Founding Member • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • General and Operations Manager • Director of Operations • Operations Manager • Human Resources Specialist • Recruitment • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Position:
Associate Financial Advisor at Morgan Stanley Wealth Management, Founder/President at Mayshak...
Title:
Associate Financial Advisor at Morgan Stanley Wealth Management
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Raleigh-Durham, North Carolina AreaAssociate Financial AdvisorMayshak Industries, LLC - DurhamFounder/Presidentsince May 2010
Full Profile

Kimberly Hawkins Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wachovia Securities, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Wachovia Securities, LLC Financial Advisor
Full Profile

Stan Pigue Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Jun 2007
Full Profile

Stan Coats Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Raymond James
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Full Profile

Patrick Yanke Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Model • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Partner • Financial Manager • Chief Executive • Retail Salesperson

Experience & Education

Position:
Certified Financial Planner™ at Yanke Financial, LLC (Self-employed)
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Yanke Financial, LLC Certified Financial Planner™since Jul 2009Wells Fargo Advisors, LLC Financial AdvisorMay 2009 - Jul 2009
Skills:
Certified Financial Planner and Accredited Asset Management Specialist
Full Profile

Michael York Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Team Member • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at LPL Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
LPL Financial Financial Advisorsince Apr 2012Capital Bank, Capital Investment Group, LPL Financial - North CarolinaFinancial ConsultantJan 2011 - Apr 2012
Full Profile

Bryan Breeding Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Manager • Chief Executive Officer • Chief Executive • Operations Manager • Marketing Manager • Corporate Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Suntrust investment services - Raleigh, NC
Financial advisor
Company:
Valic investments - Raleigh, NC
Financial advisor
Full Profile

Matt Webb Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Morgan Stanley Financial Advisor
Full Profile

Kelsey Dougherty Raleigh, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Financial Manager

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services Inc., Member FINRA/SIPC
Title:
Financial Advisor, AAMS®
Location:
Raleigh, North Carolina
Industry:
Financial Services
Work history:
Raymond James Financial Services Inc., Member FINRA/SIPC Financial Advisorsince May 2011Raymond James Financial Services InternMay 2010 - Aug 2010
Full Profile

David Rakestraw Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Vice President / Financial Advisor at Scott & Stringfellow
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Scott & Stringfellow - Raleigh-Durham, North Carolina AreaVice President / Financial Advisorsince Jul 2010BB&T Wealth Management Advisor, CFPJul 2004 - Jul 2010
Skills:
Wealth, Series 7, Strategic Financial Planning, Insurance, Retirement, Series 65, Credit Analysis,...
Full Profile

Raaj Gupta Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Marketing Manager • Operations Manager • Field Marketing Specialist • Marketing Administrator • Sales Representative

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TD Ameritrade - Cary, North CarolinaInvestment Consultantsince Jan 2009PNC Investments Senior Financial ConsultantMay 2008 - Aug 2008
Full Profile

Rene Karsko Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Lincoln financial securities corp
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Lincoln financial securities corp Financial Advisor
Full Profile

Dawn Bordeaux Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Quality Manager • Managers • Lead QA Engineer • Quality Engineer • Compliance Engineer • Biotechnology Professional • Biologist • Biological Scientist • Software Tester • Computer Specialist • Chief Revenue Officer • Chief Executive • Quality Assurance Professional • Business Administrator • Advisor • Office Clerk • Clerical Specialist • Inspector • General and Operations Manager • Corporate Executive • Program Director • Auditor • Bachelor of Science • Recruitment

Experience & Education

Position:
Quality Manager at Quintiles
Location:
Raleigh-Durham, North Carolina Area
Industry:
Biotechnology
Work history:
Quintiles - Durham, North CarolinaQuality Managersince Sep 2012Consultant Quality Assurance / Financial ConsultantApr 2012 - Sep 2012
Skills:
GxP, GLP, GMP, ISBER, ICH, GCP, Quality Assurance, Quality Systems Design, Quality System...
Certifications:
ASQ-CQA - Certified Quality Auditor, American Society for Quality
RQAP-GLP Registered Quality Assurance Professional in Good Laboratory Practices, SQA - Society of Quality Assurance
Full Profile

Rob Penn Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at APPL Industries Ltd.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Plastics
Work history:
APPL Industries Ltd. Financial Counselor
Full Profile

Irina Zharikova Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Analyst at Patheon Inc.
Title:
Senior Financial Analyst at Patheon
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Patheon Inc. Senior Financial Analystsince 2009Ernst & Young Financial ConsultantAug 2006 - Sep 2008
Full Profile

Jamie Cockburn Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Banyan, Rock, and Talent Wealth Strategists
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Banyan, Rock, and Talent Wealth Strategists Financial Advisorsince May 2007Waddell & Reed Financial Services Financial Advisor2003 - 2007
Full Profile

Lee Wilson Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Investment and Insurance Planner at Bryant Investment Management Group, LLC.
Title:
Investment and Insurance Planner with Bryant Investment Management Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Bryant Investment Management Group, LLC. - Durham, North CarolinaInvestment and Insurance Plannersince Nov 2011Edward Jones Financial AdvisorSep 2006 - Nov 2011
Full Profile

Fred Asfoury Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Master of Science • Client Service Officer • Customer Service

Experience & Education

Position:
First Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Raleigh-Durham, North Carolina AreaFirst Vice President - Investment Officersince May 2009Smith Barney Vice President - Financial AdvisorApr 2005 - May 2009
Full Profile

Steve Smoot Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Director • Financial Officer • Financial Manager • Business Administrator • Chief Executive • Technology Director • Technology Manager • Technical Managers • Operations Manager • Controller • Master of Business Administration • Bachelor of Science

Experience & Education

Title:
Financial Consultant and Advisor
Location:
Raleigh-Durham, North Carolina Area
Industry:
Chemicals
Work history:
RTI International - Raleigh-Durham, North Carolina AreaFinancial Consultant and AdvisorMay 2012 - Dec 2012AGY CFOJun 2010 - May 2012
Skills:
Mergers, Forecasting, Financial Analysis, Financial Reporting, Internal Controls, Managerial...
Full Profile

Elaine Gouldin Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Office Assistant • Coordinator • Volunteer • Administrative Clerk • Clerical Specialist • Office Clerk • Managers • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Owner • Manager • Development Director • Chief Executive • Operations Manager • HR Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Captain

Experience & Education

Title:
Administrative Assistant at Carlson Financial Services
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Carlson Financial Services - Raleigh-Durham, North Carolina AreaAdministrative AssistantJan 2011 - Jun 2013CenturyLink (formerly Embarq) Public Affairs Assistant/Administrative AssistantNov 1999 - Dec 2009
Provided administrative support to financial advisor/owner and office manager
Full Profile

Cheryl Budzinski Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Business Consultant • Advisor • Bachelor of Science • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Financial Consultant at DataClarity Corporation
Location:
Raleigh-Durham, North Carolina Area
Industry:
Information Technology and Services
Work history:
DataClarity Corporation Senior Financial Consultantsince Jun 2007Qualex Inc. Financial AnalystJul 2005 - May 2007
Full Profile

Brett Dysart Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Planner at Cornerstone Wealth Management, LLC
Title:
Financial Advisor at Cornerstone Wealth Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Cornerstone Wealth Management, LLC Financial Plannersince Dec 2008Raleigh Country Club Head Golf ProfessionalAug 2007 - Dec 2008
Skills:
Wealth Management, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Personal...
Full Profile

Will Wofford Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Service Director • Food Service Manager • Food Service Supervisor • Food Service Workers

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Title:
Financial Advisor, Principal Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial Advisorsince Sep 2010
Full Profile

Dana Postiglione Raleigh, NC

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:
Financial Consultant at Capital Investment Companies
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Capital Investment Companies Financial Consultantsince Aug 2009Bof A Merrill Lynch Financial Advisor Assistant Vice PresidentMay 2005 - Aug 2009
Full Profile

Michael Minotti Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2009Berry Plastics National Account ManagerJun 2006 - Apr 2009
Full Profile

Rusty Eriksen Raleigh, NC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Credit Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Hilltop Wealth Advisors, A private wealth advisory practice of Ameriprise...
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Hilltop Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services Financial Advisorsince Nov 2003Wells Fargo Credit ManagerJun 2003 - Nov 2003
Certifications:
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), CFP Board
Chartered Financial Consultant® (ChFC®), The American College
Full Profile


Financial Consultants near Raleigh, NC0255075100125DurhamCaryApexWake ForestClaytonKnightdaleSmithfieldHolly SpringsBuies CreekYoungsville