Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Virginia

Financial Consultants in Richmond, VA

Find a professional & check records

Here is a complete list of nearly every experienced Financial Consultants nearby.

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

The Trustoria Professional Directory gives you all the professional records needed to find the most qualified service provider for every need.

249 results found

John Taylor Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Supervising Planner • Operations Manager • Marketing Manager • Representative • Advisor • Team Member • Office Clerk • Clerical Specialist • Branch Manager • Field Marketing Specialist • Marketing Administrator • Trust Law Attorney • Lawyer • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor, Wells Fargo Advisors, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince Mar 2011Northwestern Mutual Wealth ManagementAug 2009 - Apr 2011
Full Profile

Ryan Cummins Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Data Entry Specialist • Data Scientist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Bachelor of Science • Business Administrator • Organization Management • Managers • Advertising Professional • Advertising Sales Agent • Student Worker • Technicians • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Position:
Accounting Assistant at The Martin Agency, Financial Advisor at Pi Kappa Alpha - Lambda Chi Chapter
Title:
Accounting Assistant at The Martin Agency
Location:
Richmond, Virginia Area
Industry:
Management Consulting
Work history:
The Martin Agency - Richmond, Virginia AreaAccounting Assistantsince Feb 2012Pi Kappa Alpha - Lambda Chi Chapter - Richmond, Virginia AreaFinancial Advisorsince May 2011
Full Profile

James Frangenberg Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Assistant Manager • Managers • Board Member • Chief Executive • Financial Officer • Financial Manager • Marketing Manager • Management Team Executive • Operations Manager • Master of Business Administration • Property Manager • Real Estate Manager • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince May 2009Saint Mary's Catholic School Strategic Planning Committee2009 - 2010
Skills:
* Financial Planning, * Custom credit for HNW individuals (real estate, planes, art, ESOPs), *...
Full Profile

Sharon Foley Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Advisor • Master of Science • Sales Representative

Experience & Education

Title:
Looking for career opportunities in financial services
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Kestler Financial Group - Washington D.C. Metro AreaSenior Vice President, Business DevelopmentFeb 2012 - Sep 2012Morgan Stanley Smith Barney Financial AdvisorDec 2010 - Mar 2011
Full Profile

Pam Hazel Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Real Estate Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Project Managers • Property Manager • Real Estate Manager • Managers • Chairperson • Chief Executive • Operations Manager

Experience & Education

Position:
Real Estate Sales Agent at Virginia Properties, A Long and Foster Company
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Properties, A Long and Foster Company - Richmond, Virginia AreaReal Estate Sales Agentsince Dec 2009Wachovia Securities Project ManagerMar 2005 - Mar 2008
..high standards for client service and Financial Advisor satisfaction
Full Profile

Craig Ascari Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Advisor • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Partner and Senior Advisor at PBMares Wealth Management, LLC (formerly Witt Mares Financial Vision)
Title:
Experienced Financial Advisor and Investment Professional
Location:
Richmond, Virginia
Industry:
Financial Services
Work history:
PBMares Wealth Management, LLC (formerly Witt Mares Financial Vision) - Richmond, Virginia AreaPartner and Senior Advisorsince Jun 2012Witt Mares Strategic Advisors, LLC - Richmond, Virginia AreaPartner and Managing DirectorJun 2008 - Jun 2012
Skills:
Investment Banking, Equity Capital Markets, Hedge Funds, Fund Of Funds, Alternative Investments,...
Full Profile

Chuck Hurd Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Position:
Financial Consultant at Dominion Virginia Power
Title:
Financial Consultant Dominion Virginia Power
Location:
Richmond, Virginia Area
Industry:
Utilities
Work history:
Dominion Virginia Power Financial Consultantsince Nov 2007Dominion Virginia Power Senior Financial AnalystJan 1999 - Oct 2007
Skills:
Business Analysis, Process Improvement, Public Speaking, Team Building, Strategic Planning, Risk...
Full Profile

Bard Kirkpatrick Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Title:
Wealth Advisor
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
M&T Investment Group - Richmond, Virginia AreaASSISTANT-VICE PRESIDENT- WEALTH ADVISORJan 2008 - Jul 2011Charles Schwab - Richmond, Virginia AreaVICE PRESIDENT- FINANCIAL CONSULTANTSep 2006 - Jan 2008
Certifications:
SERIES 7
SERIES 66
Full Profile

Jerry Pisecki Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Agent • Sales Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Team Member • Analysts • Managers • School Principal • School Administrator • Educational Manager • Juris Doctor • Bachelor of Business Administration • Of Counsel • Jurist • Legal Counsel • Operations Manager • Chief Executive

Experience & Education

Position:
Centralized Supervision Specialist at BB&T
Title:
Compliance Professional
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
BB&T Centralized Supervision Specialistsince Nov 2005UBS Financial Services Financial AdvisorMay 2004 - Nov 2005
Full Profile

Amy Rice Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Product Specialist • Army Lieutenant Colonel

Experience & Education

Position:
Assistant Vice President - Product Specialist at BB&T Scott & Stringfellow
Title:
Assistant Vice President - BB&T Scott & Stringfellow
Location:
Richmond, Virginia Area
Industry:
Wholesale
Work history:
BB&T Scott & Stringfellow - Richmond, Virginia AreaAssistant Vice President - Product Specialistsince Aug 2011Davenport & Company LLC - Richmond, Virginia AreaAnnuity SpecialistNov 2009 - Aug 2011
Skills:
Series 7
Educate Financial Advisor and/or client on the various use..
Full Profile

Church Young Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Security • Counselor • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President- Investments at Davenport & Company LLC
Title:
Senior VicePresident at Davenport & Company LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Davenport & Company LLC - Richmond, Virginia AreaSenior Vice President- Investmentssince 2006UBS/PaineWebber - Richmond, Virginia AreaFinancial AdvisorOct 1999 - May 2006
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Series 7, Portfolio Management,...
Full Profile

Christopher Farver Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Network Professional • IT Specialist • Technical Specialist • Technical Support Specialists

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
Vice President at The Main Street Group
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
LPL Financial Financial Advisorsince Nov 2006FarvMatrix, LLC Chief Financial OfficerJan 2000 - Dec 2006
Full Profile

James Dodd Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Sales Manager • Sales Director • Manager • Corporate Executive • Chief Executive • Operations Manager • Agent • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Hedge fund and investment banking principal
Location:
Richmond, Virginia
Industry:
Investment Management
Work history:
Centurion Investment Management, LLC - New York CityFinancial ConsultantAug 2010 - Aug 2012Kenmar Group Managing DirectorJan 2002 - May 2009
Languages:
French, Danish
Full Profile

Philip Baxley Richmond, VA

Professions & Specialties

Financial Consultant • Mortgage Loan Officer • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at WELLS FARGO ADVISORS, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
WELLS FARGO ADVISORS, LLC - Richmond, Virginia AreaFinancial Advisorsince Sep 2010Bank Of America Senior Mortgage Loan OfficerFeb 2006 - Sep 2010
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Art Washburn Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor at SunTrust Wealth Mgmt
Title:
Private Wealth Advisor
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
SunTrust Wealth Mgmt Private Wealth AdvisorPrudential Securities Financial AdvisorFeb 1992 - May 2003
Full Profile

Lynne Mohn Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Communications Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Technical Support Specialist • Systems Support Specialist • Support Specialists • Operations Manager • Analysts • Non-Profit • Medical Practitioner • Psychology Specialist

Experience & Education

Position:
Marketing & Communications Director. - NM = Reston Office at Northwestern Mutual
Title:
Marketing & Communications Director, Northwestern Mutual - Reston
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Marketing & Communications Director. - NM = Reston Officesince Aug 2008Chesterfield County Public Schools Website Coordinator - Technical SupportSep 2001 - Apr 2008
Languages:
English, Spanish
She also processes and maintains financial advisor and office documentation and rec..
Full Profile

Christopher Jones Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Manager • Vice President • Sales Director • Owner • Chief Executive • Corporate Executive • Operations Manager • Sales Manager • Project Managers • Leader • Investor • Representative • Business Administrator • Project Manager • Managers • Marketing Professional • Advertising Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Product Manager at Allianz Global Assistance
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Allianz Global Assistance Senior Product Managersince Feb 2011Edward Jones Financial AdvisorOct 2009 - Sep 2010
Skills:
Cross-functional Team Leadership, Product Management, Product Development, Marketing Strategy,...
Full Profile

John Sarrett Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Virginia Asset Management
Title:
Financial Advisor-Virginia Asset Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Asset Management - Richmond, Virginia AreaFinancial Advisorsince 2011Wachovia, A Wells Fargo Company - Richmond, Virginia AreaLicensed Financial Specialist2007 - 2011
Full Profile

Heather Mitchell Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Agent • Sales Representative • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Registered Representative/Financial Advisor at Mutual of Omaha Life Insurance Company
Title:
Registered Representative Mutual of Omaha Insurance Company; Retirement Planning, 401K, rollovers, Insurance Products
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Mutual of Omaha Life Insurance Company - Richmond, Virginia AreaRegistered Representative/Financial Advisorsince Dec 2009Consolidated Underwriters AgentApr 2008 - Dec 2009
Full Profile

Harriss Ricks Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at A.G.Edwards/Wachovia
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
A.G.Edwards/Wachovia Financial consultant
Full Profile

John Scott Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Non-Profit • Financial Manager

Experience & Education

Position:
President at Scott, Shriner, Wood and Associates
Title:
Private Wealth Advisor at Ameriprise Financial
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Scott, Shriner, Wood and Associates PresidentAmeriprise Financial Platinum Financial Advisor2000 - 2012
Certifications:
Certified Financial Planner, CFP Board
Full Profile

Daniel Flannery Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Clearpoint credit counseling solutions - Richmond, VA
Accounting & disbursement specialist
Company:
Ameriprise - Richmond, VA
Financial advisor
Full Profile

Alan Hess Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investmentssince Sep 1981
..positions as Branch Manager and Financial Advisor
Full Profile

Herman Jones Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at Nationwide Financial
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Nationwide Financial Financial consultant
Full Profile

Whit Day Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jul 2004
Skills:
To learn about my specialties, visit my web site at www, nmfn, com/whitleyday
Full Profile

Sue Beller Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant, Sr at Anthem
Location:
Richmond, Virginia Area
Industry:
Accounting
Full Profile

Mark Creason Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Merrill lynch - Richmond, VA
Financial advisor
Company:
Mass mutual financial - Richmond, VA
Financial representative
Full Profile

H. Bedell Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jan 2009
Skills:
To learn about my specialties, visit my web site at www, nmfn, com/alanbedell
Full Profile

Carol Mouscardy Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Sales Representative • Sales Agent • Psychology Specialist • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Counselor at University of Virginia
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
University of Virginia - Charlottesville, VAFinancial Counselorsince May 2011Humana - Richmond VirginiaMedicare Sales RepresentativeMay 2009 - May 2011
Full Profile

Mark Gottschalk Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Richmond, Virginia Area
Industry:
Insurance
Full Profile

Holly Sharp Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Chief Executive • Advisor • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Capitol Securities Management, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Capitol Securities Management, Inc. Financial Advisorsince Mar 2009Merrill Lynch Financial AdvisorJun 2008 - Feb 2009
Full Profile

Jacqueline Kulas Richmond, VA

Professions & Specialties

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

Experience & Education

Title:
Personal Retirement and Investment Planning
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial AdvisorJun 2010 - Apr 2011Virginia Asset Management Financial AdvisorAug 2008 - Jul 2010
Full Profile

Nancy Powell Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at RBC Wealth Managment
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
RBC Wealth Managment Financial Consultant
Full Profile

Katherine Forward Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Chief Administrative Officer • Operations Manager • Chief Executive • Tax Preparer • Tax Accountant

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Title:
Experienced in sales excellence and client relations
Location:
Richmond, Virginia Area
Industry:
Banking
Work history:
Edward Jones Branch Office Administratorsince Apr 2011B of A - Bank of AmericaMerchant svcsFeb 1996 - Feb 2009
Branch Office Administrator and Financial Advisor
Full Profile

Eric Van Der Hyde Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Field Director & Financial Advisor at Northwestern Mutual
Title:
Field Director at Northwestern Mutual
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Northwestern Mutual Field Director & Financial Advisorsince May 2007
Full Profile

Tom Steele Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Steele Financial Services LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Steele Financial Services LLC - Virginia and South DakotaFinancial Advisorsince Aug 1986
Skills:
Retirement Planning, Life Insurance, Insurance, Estate Planning, Investments, Disability Insurance, ...
Full Profile

George Duefrene Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Mutual of Omaha
Location:
Richmond, Virginia Area
Industry:
Insurance
Work history:
Mutual of Omaha Financial Advisorsince Nov 2009
Full Profile

Gary Hogenson Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Process Engineer • Industrial Engineer

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Member at European Bahá'í Business Forum
Title:
Merrill Lynch
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Williamsburg, VAFinancial Advisorsince Jul 2011European Bahá'í Business Forum Membersince 1993
Full Profile

Buddy Whitlow Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Virginia Asset Management
Title:
Financial Consultant at Virginia Asset Management
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Asset Management - 130 Wylderose Drive, Midlothian, VA 23113Financial Advisorsince Aug 1986
Full Profile

Scott Mason Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Psychology Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch Financial Advisor
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Oct 2010Long & Foster Insurance Agency Senior Insurance AgentSep 2005 - Oct 2010
Full Profile

Heidi Richnafsky Richmond, VA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Manager • Operations Manager • Software Tester • Computer Specialist • Subject Matter Expert • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Services Professional
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
First Clearing, LLC Client Performance Reporting ManagerMar 2005 - Mar 2009First Clearing, LLC Retirement Plans ManagerJan 2002 - Mar 2005
Managing the Qualified Plan Financial Advisor call center
Full Profile

Rick Goodwin Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Football Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers

Experience & Education

Position:
Financial Advisor at Virginia Asset Management
Title:
Assistant Varsity Football Coach at St. Christopher's School
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia Asset Management Financial Advisorsince Sep 2009Three Springs Group LeaderJun 2008 - May 2009
Full Profile

Neil Gilliss Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at Johnson & Gilliss Wealth Management
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Johnson & Gilliss Wealth Management Partnersince Jan 2004Sagemark Consulting Financial ConsultantMar 2001 - Dec 2003
Skills:
- Portfolio protection through alternative investments, such as Hedge Funds, Managed Futures and...
Full Profile

Ed Garlitz Richmond, VA

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
Energy Trader at Dominion Virginia Power
Title:
Energy Trader at Dominion
Location:
Richmond, Virginia Area
Industry:
Investment Management
Work history:
Dominion Virginia Power - Richmond, VAEnergy Tradersince May 2008Merrill Lynch - St. Petersburg, FLFinancial AdvisorMar 2007 - May 2008
Full Profile

Jeremiah Winters Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Executive Senior Vice President/Partner at Salomon & Ludwin,LLC
Title:
Senior Financial Advisor at Salomon & Ludwin,LLC
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Salomon & Ludwin,LLC - Richmond, Virginia AreaExecutive Senior Vice President/Partnersince Nov 2009The Salomon & Ludwin Group of Wells Fargo Advisors, LLC Financial ConsultantMar 2007 - Nov 2009
Full Profile

Greg Jastrzemski Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics Professor • Adjunct Instructor • Mathematical Science Teacher • Lecturer • Postsecondary Teacher • Mathematics • Mathematician

Experience & Education

Title:
Financial Advisor, UBS Financial Services, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Virginia State University - Richmond, Virginia AreaAdjunct Mathematics Professor2011 - 2012Chesterfield County Public Schools Mathematics Specialist2009 - 2012
Full Profile

Paul Saunders Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Premium Concierge Representative at Cellular Sales
Title:
Financial Advisor at Saunders Retirement Advisors, Inc.
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Cellular Sales Premium Concierge Representativesince Dec 2011Saunders Retirement Advisors, Inc. Financial AdvisorMay 2008 - Dec 2011
Full Profile

Aaron Basmajian Richmond, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Derivatives Analyst at Genworth Financial
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Genworth Financial Derivatives Analystsince Aug 2009Chesapeake Asset Management Associate Financial AdvisorJul 2008 - Mar 2009
Skills:
Derivative trade confirmation and settlement, Equity and Listed Option trading, Collateral movement ...
Full Profile

Dave Vladimirou Richmond, VA

Professions & Specialties

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

Experience & Education

Position:
Vice President/Financial Consultant at Charles Schwab
Title:
VP/Financial Consultant at Charles Schwab
Location:
Richmond, Virginia Area
Industry:
Financial Services
Work history:
Charles Schwab Vice President/Financial Consultantsince Jun 2008BISYS Retirement Services Regional Vice PresidentMay 2005 - Jan 2008
Full Profile


Financial Consultants near Richmond, VA0918273645MidlothianGlen AllenMechanicsvillePetersburgHighland SpringsChesterfieldColonial HeightsChesterSandstonAshland