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Financial Consultants in Redmond, WA

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70 results found

Dawnella Rorie Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Owner • Chief Executive • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Hospital Care Professional • Health Professional • Health Practitioner • Analyst • Analysts • Health Services Director • Physician • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Health Services Manager • Patient Support Representative • Physical Therapists • Secretary • Certified Professional Coder • Supporting Member • Administrative Clerk • Clerical Specialist • Advisor • Team Member • Computer Programmer • Programmer • Human Resources Specialist • Recruitment • Medical Practice Professional • Surgical Specialist • Emergency Physician • Medical Practitioner • Construction Specialist • Construction Laborer

Experience & Education

Position:
Co-Owner at Tootsiecake Cupcakes
Title:
Financial Counselor, Patient Support Services
Location:
Greater Seattle Area
Industry:
Hospital & Health Care
Work history:
Tootsiecake Cupcakes - Lynnwood WaCo-Ownersince Mar 2011Resource Corporation of America - UWMC, HMCFinancial Counselor, Resource AnalystApr 2013 - Jul 2013
Skills:
Epic Systems, Revenue Cycle, Customer Service, Customer Retention, Payment Card Processing,...
Full Profile

Ed Mccahill Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Software Engineer • Software Developers • Leader • Analyst • Managers • Analysts • Market Analyst • Market Research Analyst • Partner • Chief Executive • IT Specialist • Operations Manager • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Ronald Blue & Co.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ronald Blue & Co. - Bothell, WAFinancial Advisorsince 2010Microsoft Corporation - Redmond, WAMarketing Management2007 - 2010
Skills:
Investments, Portfolio Management, Wealth Management, Estate Planning, Public Speaking, Nonprofits, ...
Full Profile

Joe Didomenico Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Vice President • Model • Database Administration Professional • Database Administrator

Experience & Education

Position:
Business Development Manager at The Entrust Group
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
The Entrust Group - Bellevue, WABusiness Development Managersince 2012IRA Valuations - Sammamish, WAFinancial ConsultantDec 2009 - Jul 2012
Skills:
Salesforce.com, New Business Development, Financial Analysis, Investments, Sales, Business...
Certifications:
Series 65, Life and Disabilty Licensed, Past Series 7, 63,
Full Profile

Jan Wheeler Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Manager • Master of Science • Project Managers • Account Manager • Advisor • Business Consultant • Hospital Care Professional • Health Professional • Health Practitioner • IT Analyst • IT Specialist • Recruitment

Experience & Education

Position:
Senior Financial Consultant at Two Degrees Vendor at Microsoft
Title:
Senior Financial Analyst
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Two Degrees Vendor at Microsoft - Redmond, WASenior Financial Consultantsince Nov 2012Rylem Vendor at Microsoft - Redmond, WASenior Financial Consultant (PDM)Mar 2012 - Oct 2012
Full Profile

John Harper Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Information Officer • Financial Officer • Financial Manager • Technology Director • Technology Manager • Technical Managers • Computer Software Professional • Software Developers • Management Team Executive • Operations Manager • IT Specialist • Advisor

Experience & Education

Position:
Group Finance Manager - WW EPG Finance at Microsoft
Title:
Group Finance Manager - EPG Finance, Incubation Sales at Microsoft
Location:
Greater Seattle Area
Industry:
Computer Software
Work history:
Microsoft - Redmond, WAGroup Finance Manager - WW EPG Financesince Nov 2010Microsoft Sr. Finance Manager - IT FinanceJun 2007 - Nov 2010
Skills:
Forecasting, Financial Modeling, Financial Analysis, Business Analysis, Cross-functional Team...
Languages:
Spanish
Trusted financial advisor to multiple CIO direct reports
Full Profile

Catherine Otten Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sewer • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Speaker • Spokesperson • Representative • Department Store Salesperson • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Financial Analyst at FCS Group
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
FCS Group - Redmond, WAFinancial Analystsince Jun 2011Futurist.com - Kirkland, WAManager, Communication and ProgramsOct 2010 - Jun 2011
Full Profile

Bob Allen Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Domestic Violence Advocate • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Hospital Care Professional • Social Workers • Health Professional • Health Practitioner • Computer Software Professional • Computer Games Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developers • Computer Specialist • Operations Manager

Experience & Education

Position:
Special Projects Analyst at DaVita
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
DaVita - Tacoma, WASpecial Projects Analystsince Aug 2012Rylem - Redmond, WAFinancial Consultant Lv3May 2012 - Sep 2012
Skills:
VBA, Vlookup, Excel, Access, PowerPoint, Financial Analysis, Visio, Data Analysis, Business...
Languages:
French
Full Profile

Rick Butenko Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Operations Manager • Founding Member • Chief Executive • Wellness and Fitness • Sports Game Coach • Sports Trainers • Software Developers

Experience & Education

Position:
Finance Manager - Vendor at Microsoft
Title:
Finance Manager (Vendor) at Microsoft
Location:
Redmond, Washington
Industry:
Financial Services
Work history:
Microsoft - Redmond, WAFinance Manager - Vendorsince Aug 2011PIN Foundations Financial Consultant - VendorApr 2011 - Sep 2011
Full Profile

David Almond Seattle, WA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Project Manager • Construction • Owner • Treasurer • Project Managers • Chief Executive • Financial Officer • Financial Manager • Department Supervisor • Manager • Operations Manager • Community Service Manager • Bachelor of Science • Government Administration Professional • Engineering Specialist • Civil Engineering

Experience & Education

Position:
Project Manager at Global Construction Services, Inc., Owner at ALMOND FINANCIAL PLANNING NW,...
Title:
Project Manager and Financial Planner
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Global Construction Services, Inc. - Redmond, WAProject Managersince Oct 2012ALMOND FINANCIAL PLANNING NW - Greater Seattle AreaOwnersince Sep 2012
Skills:
Planning, Program Management, Problem Solving, Government, Construction, Financial Analysis, Civil...
Fee-Only Financial Advisor in the Pacific Northwest
Full Profile

Grant Colasurdo Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor • Drivers • Welder • Grinder • Clerk • Welding Specialist • Clerical Specialist • Bachelor of Science • Software Developer • Software Developers

Experience & Education

Work

Company:
Self employed
Stem tutor
Company:
Waddell & reed - Bellevue, WA
Financial advisor

Skills

IR, UV/Vis, Acid- Base Titration, XRF, GC-MS, Neutron Activation, Scintillation Technique, NMR,...
Full Profile

Cheryl Mauri Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Counselor • Advisor • Model • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Analysts • Management Team Executive • Operations Manager • Computer Software Professional • Software Developers

Experience & Education

Position:
Senior Financial Analyst Consultant - Coinstar at Resources Global Professionals
Title:
Financial Consultant at Resources Global Professionals
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Resources Global Professionals - Bellevue, WASenior Financial Analyst Consultant - Coinstarsince 2010Resources Global Professionals - Redmond, WAFinance Manager and Consultant - MicrosoftNov 2010 - Apr 2011
Full Profile

Chad Cudworth Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Finance Planning & Analysis at Car Toys, Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Car Toys, Inc. - Seattle, WAFinance Planning & Analysissince Apr 2010Kempf & Company - Redmond, WAFinancial AdvisorMar 2009 - Jan 2010
Skills:
Project Management, Budgets, Financial Modeling, Financial Analysis, Business Development,...
Full Profile

Tammy Butler Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Business Administrator • Managers • Operations Manager

Experience & Education

Work

Company:
Householder group - Edmonds, WA
Advisor's assistant
Company:
Self employed - Seattle, WA
Independent financial advisor

Skills

Excel, Word, Access, Power Point, Financial Modeling tools, CRM, Monthly Close Processes,...
Full Profile

Nick Hemphill Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Chief Executive

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group, Coach at Field of Champions Bears Baseball Club
Title:
Financial Advisor at MassMutual Financial Group
Location:
Greater Seattle Area
Industry:
Higher Education
Work history:
MassMutual Financial Group - Seattle WAFinancial Advisorsince Sep 2011Field of Champions Bears Baseball Club - Preston, WACoachsince Dec 2011
Full Profile

Mark Murphy Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo advisors - Bellevue, WA
Financial advisor
Company:
Bank of america investment services - Bellevue, WA
Financial advisor
Full Profile

Paul Acker Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Contractor • Independent Business Owners • Educator • Education Professional • Instructor • Lawyers • Musicians

Experience & Education

Position:
Financial Advisor at Trutina Financial
Title:
Investment Advisor at Trutina Financial
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Trutina Financial - Bellevue WAFinancial Advisorsince Apr 2010Networth Consulting LLC (Registered Investment Advisor) - Redmond WABusiness OwnerNov 2007 - May 2010
Full Profile

Brian Krell Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Licensing Specialist at CompuCom
Title:
Licensing Specialist at Mactus Group
Location:
Redmond, Washington
Industry:
Computer Software
Work history:
CompuCom - Redmond, WALicensing Specialistsince May 2012Raymond James Financial Services, Inc. Financial AdvisorJul 2005 - Dec 2010
Skills:
Asset Managment, Investments, Microsoft Office, Portfolio Management, Strategic Financial Planning, ...
Full Profile

Gregory Short Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Property Manager • Property Manager • Real Estate Manager • Computer Games Professional • Computer Specialist • Customer Service • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Financial Counselor at Apprisen
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Apprisen - Redmond, WAFinancial Counselorsince Feb 2013Viewgreen Properties - Bellingham, Washington AreaAssistant Property ManagerJun 2009 - Feb 2013
Full Profile

Nick Warner Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Property Manager • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Account Manager • Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Financial Manager

Experience & Education

Position:
Property Manager at Phillips Real Estate Services
Title:
Residential Property Management for Phillips Residential Group
Location:
Greater Seattle Area
Industry:
Real Estate
Work history:
Phillips Real Estate Services - Seattle, WAProperty Managersince Jun 2008Kempf & Co - Redmond, WAFinancial AdvisorDec 2007 - May 2008
Full Profile

Scott Mason Seattle, WA

Professions & Specialties

Banker • Loan Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Master of Science • Information Technology Specialist • IT Specialist • Computer Specialist • Insurance Examining Clerk • Claims Examiner • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Microsoft Licensing Consultant at Sogeti
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Sogeti - Bellevue, WAMicrosoft Licensing Consultantsince Jan 2012JPMorgan Chase Personal BankerNov 2006 - Jan 2012
Refer clients to financial advisor for retirement and investment se..
Full Profile

Allen Roberts Redmond, WA

Professions & Specialties

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

Experience & Education

Title:
Entrepeneur
Location:
Redmond, Washington
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial AdvisorMay 2003 - Jun 2011
Full Profile

Duncan Wilk Redmond, WA

Professions & Specialties

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

Experience & Education

Position:
VP- Financial Consultant at Charles Schwab
Title:
VP- Financial Consultant
Location:
Redmond, Washington
Industry:
Financial Services
Work history:
Charles Schwab - Redmond, WAVP- Financial Consultantsince May 2008
Languages:
English
Certifications:
CFP®
Full Profile

David Vaughan Redmond, WA

Professions & Specialties

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

Experience & Education

Work

Company:
Dogleg products llc
Owner and ceo
Company:
Merrill lynch
Financial advisor

Skills

I am a passionate technology professional known for an outstanding ability to communicate...
Full Profile

Denise Heimel Bellevue, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Analysts • Managers • Production Director • Financial Manager • Bachelor of Science

Experience & Education

Work

Company:
Ameriprise financial - Bellevue, WA
Associate financial advisor
Company:
Ameriprise financial - Bellevue, WA
Financial advisor

Skills

Series 7 & 66 licensed financial professional , Certified Financial Planner certification...
Full Profile

Gregory Voetberg Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Managing Principal at Arcadia Reports
Title:
Financial Advisor at Ameriprise Financial Services Inc
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Redmond, WAFinancial Advisorsince Mar 2013Arcadia Reports Managing Principalsince Jan 2009
Full Profile

Yael Weisberg Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant • Claims Investigator • Insurance Examining Clerk • Claims Examiner

Experience & Education

Work

Company:
Mizrahi tefahot bank ltd - Haifa, IL
Business credit analyst and financial advisor
Company:
Farmers insurance group - Bellevue, WA
Field claims representative
Full Profile

Heidi Hargarten Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Edward jones - Kirkland, WA
Branch office administrator
Full Profile

Rashi Churiwala Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Recruitment • Computer Scientists

Experience & Education

Work

Company:
Erie insurance
Oracle financials functional consultant
Company:
Schlumberger - Houston, TX
Functional consultant (finance)
Full Profile

John Strathy Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Idea entity corporation
Vice president - operations and finance and chief financial officer
Company:
Ameriprise - Bellevue, WA
Financial advisor
Full Profile

Minesh Shah Redmond, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Vice President • Chief Executive • Business Analyst • Analyst • Analysts • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Edifecs inc
Director of finance
Company:
Shah consulting - Seattle, WA
Financial consultant

Skills

Forecasting, Planning and Analysis, Budgeting, Process Re-engineering, SOX, Audits, Internal...
Full Profile

Richard Cfp Redmond, WA

Professions & Specialties

Financial Consultant • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Client Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Absolute return solutions - Redmond, WA
Financial advisor/client manager
Company:
Oppenheimer & co, inc - Bellevue, WA
Registered financial associate

Skills

Financial Planning, Retirement Planning, Investments, Tax and Estate Planning
Full Profile

Derek Sanden Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Pilot • Business Intelligence Professional • Air Transportation Worker • Business Consultant • Advisor • Counter Manager • Sales Representative • Marketing Manager • Operations Manager • Area Manager • Managers • Client Service Officer • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Internet Marketing Manager • Market Research Analyst • Performer • Bachelor of Arts • Computer Software Professional • Software Developers • Customer Service

Experience & Education

Position:
Vice President, Sales & Marketing at Sportworks, Vice President, MMT Products at Sportworks
Title:
Vice President, Sales & Marketing
Location:
Greater Seattle Area
Industry:
Sporting Goods
Work history:
Sportworks - Woodinville, WAVice President, Sales & Marketingsince 2009Sportworks - Woodinville, WAVice President, MMT Productssince 2007
Skills:
Sales Management, Strategic Planning, Marketing Strategy, Business Strategy, Resource Development,...
Financial Advisor at PaineWebber,now UBS Financial..
Full Profile

Brynn Fowler Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Recognition • Chief Executive Officer • Corporate Executive • Chief Executive • Supporting Member • Team Member • Client Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychologist • Computer Software Professional • Information Technology Specialist • Database Administration Professional • Database Administrator • Software Developers • IT Specialist • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Psychology Specialist

Experience & Education

Position:
Sr. Sourcing Manager - Colocation at Microsoft
Location:
Greater Seattle Area
Industry:
Telecommunications
Work history:
Microsoft - Redmond, WASr. Sourcing Manager - Colocationsince Mar 2013X5 Solutions - Greater Seattle AreaDirector of Wholesale & Alternative ChannelsJul 2012 - Feb 2013
Skills:
Sales, Account Management, Strategic Planning, New Business Development, Proposal Building, Managed ...
Financial Advisor at Smith Barney
Full Profile

Pamela Watson Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Supplier • Sales Person • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Manager • Subject Matter Expert • Skilled Professional • Instructor • Pedagogue • Model • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Information Technology Specialist • Software Developers • IT Specialist • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist

Experience & Education

Position:
Curriculum Manager, Industry & Line of Business (LOB) Offerings at Microsoft
Location:
Greater Seattle Area
Industry:
E-Learning
Work history:
Microsoft - Redmond, WACurriculum Manager, Industry & Line of Business (LOB) Offeringssince Apr 2013Microsoft - Redmond, WaProject Manager - Sales, Marketing, and Service Group ReadinessJul 2012 - Apr 2013
Certifications:
Series 7, FINRA/ NASD
Series 66, FINRA/NASD
Financial Advisor at Merrill Lynch/ Banc of Americ..
Full Profile

Brian Drumhiller Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Master of Science • Survey Researcher • Student Worker

Experience & Education

Position:
Wealth Planning Analyst at UBS Wealth Management, MBA Candidate '13 at University of Washington,...
Title:
Wealth Planning Analyst at UBS Wealth Management
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
UBS Wealth Management - Greater Seattle AreaWealth Planning Analystsince Jul 2013University of Washington, Michael G. Foster School of Business - Seattle, WAMBA Candidate '13since Aug 2011
Skills:
Investments, Financial Modeling, Financial Analysis
Certifications:
Bloomberg BESS Certification (Equity, Fixed Income, Foreign Exchange, and Commodities), Bloomberg
..analytical support to the branch financial advisor and clients
Full Profile

George Makarenko Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Partner • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist • Financial Director • Chief Executive Officer • Project Managers • Financial Officer • Financial Manager • Corporate Executive • Computer Software Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developers • Project Manager • Coordinator • Recognition • Volunteer • Philanthrope • Business Consultant • Advisor • Managers • Non-Profit • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Software Engineering • Master of Business Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Program Manager Lead at Microsoft
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Microsoft - Redmond, WASenior Program Manager Leadsince Jul 2012Microsoft - Redmond, WASenior Program ManagerOct 2007 - Sep 2012
Skills:
Agile Methodologies, Agile Project Management, SDLC, SharePoint, Program Management, SaaS, Software ...
Languages:
Russian
Financial Advisor at American Express
Full Profile

Beckett Thomsen Seattle, WA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Counselor • Advisor • Director • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Financial Manager • Computer Software Professional • Software Developers • Market Research Analyst • Psychology Specialist

Experience & Education

Position:
Business Director/Consultant at Hanson Consulting Group
Title:
Financial and Business Planning Consultant
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Hanson Consulting Group - Kirkland, WABusiness Director/Consultantsince Oct 2011Financial Decisions Informed, LLC - Sammamish, WAPrincipal/OwnerNov 2011 - Nov 2012
Skills:
Comprehensive Financial Planning, Insurance and Risk Management, Investment Planning, Asset...
Financial Advisor Network,FAN,
Full Profile

Peter Wilson Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Founder • Chief Executive Officer • Chief Executive • Founding Member • Corporate Executive • Counselor • Advisor • Advertising Professional • Advertising Sales Agent • Marketing Manager • Business Development Manager • Operations Manager • Vice President • Internet Marketing Manager • Web Marketer • Market Research Analyst • Juris Doctor • Sales Representative

Experience & Education

Position:
Founder & Consultant at bizmktg.com
Title:
Owner - bizmktg.com & Edmonds Deals
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Bizmktg.com - Edmonds, WAFounder & Consultantsince Jan 2012ADP Dealer Services - Redwood City, CA & Seattle, WAExecutive Director of UsedCars.comFeb 2011 - Dec 2011
Skills:
Online Marketing, Online Advertising, Business Strategy, New Business Development, Product...
Financial Advisor Marketing Network
Full Profile

Kyle Skinner Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Staff Auditor • Auditor • Finance and Accounting Specialist • Financial Analyst • Field Auditor • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Master of Science • Student Worker • Corporate Executive • Chief Executive

Experience & Education

Position:
Senior Auditor at Bader Martin, P.S.
Title:
Staff Auditor at Bader Martin, P.S.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Bader Martin, P.S. - Greater Seattle AreaSenior Auditorsince Oct 2011Volt Workforce Solutions - Redmond, WAFinancial Analyst II at Microsoft (OEM Rebates Analyst)Apr 2011 - Oct 2011
Lead Financial Consultant at Coppervale
Full Profile

Michelle Brown Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advertising Professional • Advertising Sales Agent • Marketing Manager • Marketing Administrator • Market Research Analyst • Counselor • Coordinator • Apprentice • Supervisor • Supporting Member • Advisor • Managers • Team Member • Teaching Assistant • Educational Assistant Teacher • Student Worker

Experience & Education

Position:
Sr. Solution Delivery Manager at Microsoft
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Microsoft - Redmond, WASr. Solution Delivery Managersince Nov 2012Projectline - Redmond, WAMarketing Operations, WW Solution Readiness Manager, ROMI (Microsoft)May 2012 - Oct 2012
Skills:
Customer Service, Time Management, PowerPoint, Outlook, Word, OneNote, Project Management,...
Certifications:
Certified Associate of Project Management (CAPM), Project Management Institute
Financial Advisor at Waddell & Reed
Full Profile

Christopher Grimmond Redmond, WA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Kempf & co - Redmond, WA
Financial planner
Company:
Field wholesaler, aegon/western reserve life - Sacramento, CA
Full Profile

Marin Guillet Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Program Director • Operations Manager • Project Managers • Information Technology Specialist • IT Specialist • Project Manager • Chief Executive • Financial Manager • Computer Software Professional • Software Developers • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Program Manager - Surface Support Channels at Microsoft
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Microsoft Program Manager - Surface Support Channelssince May 2013Microsoft - Sammamish, WAProject ManagerAug 2012 - Apr 2013
Skills:
Technical Project Leadership, Technical Project Delivery, Project Management, Agile Project...
Languages:
French
Certifications:
CCNA, Cisco
Network+, CompTIA
Financial Advisor at Smith Barney
Full Profile

Shane Keller Redmond, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Analysts • Computer Software Professional • Software Developers • Accounting Bookkeeper • Bookkeeper • Master of Science • Student Worker

Experience & Education

Position:
Analyst - Digital Video Games and Software at Amazon
Title:
Financial Analyst at Amazon
Location:
Redmond, Washington
Industry:
Computer Software
Work history:
Amazon - Greater Seattle AreaAnalyst - Digital Video Games and Softwaresince Dec 2012Microsoft - RedmondFinancial Analyst (WorldWide Incentive Compensation Operations)May 2012 - Dec 2012
Registered Financial Advisor at Morgan Stanley Smith Barney
Full Profile

David Bohner Seattle, WA

Professions & Specialties

Analyst • Analysts • Finance and Accounting Specialist • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Accounts Payable • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Payroll Analyst at Amazon
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Amazon - Greater Seattle AreaPayroll Analystsince Jul 2012Amazon - Greater Seattle AreaAccounts Payable AnalystNov 2011 - Jun 2012
Assisted a veteran financial consultant in daily activities
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Mike Daniel Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Property Manager • Real Estate Manager • Financial Director • Financial Officer • Financial Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Counselor • Advisor • Operations Manager • Managers • Analyst • Analysts

Experience & Education

Position:
Finance Manager at Microsoft
Title:
GFS Finance - Fixed Asset Manager at Microsoft
Location:
Greater Seattle Area
Industry:
Computer Networking
Work history:
Microsoft - Redmond, WAFinance Managersince Jun 2013Resources Global Professionals - Redmond, WAFinance Manager - ConsultantApr 2012 - Jun 2013
Financial Consultant at Two Degrees
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Heather Sullivan Seattle, WA

Professions & Specialties

Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Advisor • Customer Service • Client Service Officer • Partner • Assistant Branch Manager • Marketing Manager • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Lead Service Specialist at Liberty Mutual Insurance
Location:
Greater Seattle Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Federal Way, WALead Service Specialistsince Feb 2010Liberty Mutual - Federal Way, WACustomer Service SpecialistMay 2003 - Feb 2010
Certifications:
WA and ID Property/Casualty License
WA and ID Life/Disability License
The Insurance and Financial Advisor Marketing Group
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David Hills Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Model • Information Technology Specialist • IT Specialist • Counselor • Advisor • Deputy Manager • Chief Executive • Operations Manager • Computer Software Professional • Software Developers • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Group Finance Manager - Global Foundation Services (GFS) at Microsoft
Title:
Cloud Economics Expertise
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Microsoft - Redmond, WAGroup Finance Manager - Global Foundation Services (GFS)since Mar 2010Resources Global Professionals Sr. Consultant2012 - 2013
Skills:
Financial Analysis, Business Strategy, M&A experience, Cloud Computing, Cross-functional Team...
Financial Consultant
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Mimi Zhou Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Manager • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Corporate Accounting Mananger at Microsoft
Location:
Greater Seattle Area
Industry:
Computer Software
Work history:
Microsoft - Redmond, WASenior Corporate Accounting Manangersince Dec 2011Microsoft Senior Corporate Accounting ManagerFeb 2007 - Dec 2011
Senior Financial Consultant at Premera Blue Cross
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Rachel Avramovic Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Apprentice • Business Administrator • Bachelor of Science • Student Worker • Operations Manager

Experience & Education

Position:
Wealth Management at US Bancorp
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
US Bancorp - Redmond, WAWealth Managementsince Oct 2011UBS Associate OperationsFeb 2011 - Oct 2011
Skills:
Strategic Financial Planning, Investments, Financial Modeling, Financial Analysis, Asset...
Certifications:
Series 7, FINRA
Series 66, FINRA
Financial Advisor at JP Morgan Chase
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Matthew Sand Seattle, WA

Professions & Specialties

Financial Center Manager • Financial Services Professional • Financial Services Sales Agent • Banker • Marketing Consultant • Market Analyst • Market Research Analyst • Director • Operations Manager • Shop Manager • Sales Manager • Manager in Training • Managers

Experience & Education

Position:
Direct Marketing Consultant at Sand Marketing Consulting
Title:
Direct Marketing Consultant
Location:
Greater Seattle Area
Industry:
Retail
Work history:
Sand Marketing Consulting Direct Marketing Consultantsince Apr 2013BuySeasons, Inc. - Bothell, WADirector Database MarketingMay 2008 - Nov 2012
Skills:
Direct Marketing, Database Marketing, Marketing Strategy, Advertising, Budget, Direct Mail,...
Financial Consultant at Prudential Securities
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Financial Consultants near Redmond, WA04899781,4671,9562,445SeattleBellevueKirklandBothellEverettLynnwoodEdmondsMercer IslandSnohomishMaple Valley