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Financial Consultants in Maryland

Financial Consultants in Rockville, MD

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126 results found

Stuart Lempert Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Tax Accountant • Contractor • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Human Resources Specialist • Recruitment

Experience & Education

Position:
Independent Financial Consultant at Stuart A. Lempert, CPA
Title:
Independent Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Stuart A. Lempert, CPA - Silver Spring,, MDIndependent Financial Consultantsince Feb 2009So-net M3 Director of Finance and AdministrationJul 2009 - Dec 2009
Full Profile

Jonathan Lowe Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founding Member • Chairman of the Board • Board Member • Chief Executive • Chairperson • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Independent Business Owners

Experience & Education

Position:
Senior Financial Consultant at XML Financial Group, Founding member, Chairman of the Board at TJ-JL ...
Title:
Senior Financial Consultant, XML Financial Group
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
XML Financial Group - Rockville, MarylandSenior Financial Consultantsince Aug 2009TJ-JL Foundation, Inc. - Bethesda, MDFounding member, Chairman of the Boardsince Jan 2010
Languages:
Spanish
Full Profile

Scott Amling Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Research Analyst at Institutional Shareholder Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Institutional Shareholder Services - Rockville, MDResearch Analystsince Jan 2011UBS Financial AdvisorJan 2007 - May 2009
Full Profile

Mike Egerer Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Financial Director • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • Information Technology Specialist • IT Specialist • Security • Operations Manager • Organization Management • Advisor • Managers • Human Resources Specialist • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chairman & CEO at The BlackHill Group
Title:
Senior Financial Consultant at The BlackHill Group
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
The BlackHill Group - Reston / Dulles areaChairman & CEOsince 2009Data Design Corporation - Rockville, MDChief Financial OfficerSep 2012 - Feb 2013
Certifications:
Certified Public Accountant - not currently active, AICPA
Top Secret DOD Clearance ( Current ), DSS
Full Profile

Marc Fitzgerald Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Unix Administrator • Systems Administrator • Computer Systems Administrator • Advisor

Experience & Education

Title:
Finance Manager at BT America's
Location:
Washington D.C. Metro Area
Industry:
Telecommunications
Work history:
BT America's - Reston, VAFinance ManagerFeb 2003 - Jul 2012Savantage Financial Consultants - Rockville, MDFinancial ConsultantJan 2001 - Feb 2003
Full Profile

Robert Penaloza Rockville, MD

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Organization Management • Advisor • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Operations Manager

Experience & Education

Position:
Retail Banker at M&T Bank
Title:
Trusted Financial Advisor for all Mortgage, Business Banking, & Life Protection needs.
Location:
Rockville, Maryland
Industry:
Banking
Work history:
M&T Bank - Rockville MarylandRetail Bankersince Mar 2011Heritage Financial, Inc. - Annapolis MarylandMortgage OriginatorDec 2009 - Mar 2012
Languages:
Spanish
Full Profile

Matthew Main Washington, DC

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President, Premier Banker at SunTrust Investment Services
Title:
Vice President, Premier Banker
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
SunTrust Investment Services - Rockville, MDVice President, Premier Bankersince Apr 2013First National Bank of Mercersburg - 16 W Seminary St., Mercersburg, PA 17236Financial Advisor2010 - Mar 2013
Full Profile

David Wendt Rockville, MD

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Doctor of Medicine • Vice President • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Vice President at Mid-Atlantic Tennis & Education Foundation, Owner - Independent Financial...
Title:
Financial Advisor/Financial Planner - Portfolio Advisory Associates - Potomac, MD
Location:
Potomac, Maryland
Industry:
Financial Services
Work history:
Mid-Atlantic Tennis & Education Foundation Vice Presidentsince Jan 2009Portfolio Advisory Associates Owner - Independent Financial Plannersince Jan 2000
Skills:
Retirement Planning, Strategic Financial Planning, Wealth Management, Insurance, Financial...
Full Profile

Luis Corrales Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at First Financial Group
Title:
Financial Advisor at Park Avenue Securities
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
First Financial Group - Bethesda, MDFinancial Representativesince Jan 2011Merrill Lynch - Rockville, MDFinancial AdvisorJan 2010 - Nov 2010
Full Profile

Eric Kwiatkowski Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Master of Business Administration • Master of Science • International Affairs • Organization Management • Compliance Officer • Project Managers • Operations Manager • Financial Manager • Research Specialist • Research Scientist

Experience & Education

Position:
Property Manager at EK Property Management
Title:
Financial Services Industry and Property Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
EK Property Management - Rockville, MDProperty Managersince 2012Morgan Stanley Smith Barney - Pittsburgh, PAFinancial Advisor2010 - 2011
Full Profile

Felipe Peres Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Sales Person • Sales Representative • Psychologist • Psychology Specialist • Analysts • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Researcher/Candidate Developer at Boyden
Location:
Washington D.C. Metro Area
Industry:
Management Consulting
Work history:
Database & LAN Solutions - Annandale, VASales Consultant2011 - 2012Independent Financial Advisor - Rockville, MDFinancial Advisor2007 - 2010
Languages:
English, Portuguese, Spanish
Full Profile

Alexander Parris Washington, DC

Professions & Specialties

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

Experience & Education

Position:
President - Financial Advisor at Financial Securities Services, LLC (Sole Proprietorship)
Title:
Financial Advisor, focusing on retirement solutions. Optimistic by nature, defensive by strategy!
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Financial Securities Services, LLC - 600 E. Jefferson St., Suite 312 Rockville, MDPresident - Financial Advisorsince Jan 2009H&R Block Financial - Rockville, MDFinancial AdvisorSep 2004 - Jan 2009
Skills:
Tax, Investment Management, Wealth Management, Retirement, Financial Advisory, Small Business,...
Full Profile

Kate Wise Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Office Assistant • Tour Guide • Office Clerk • Clerical Specialist • Doctor of Medicine • Bookkeeper

Experience & Education

Position:
Residential Realtor at Long & Foster Real Estate
Title:
Residential Realtor with Long and Foster Real Estate
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Long & Foster Real Estate - N Bethesda Branch, 6000 Executive Blvd, N Bethesda, MD 20852Residential Realtorsince Dec 1989Edward Jones Office Manager, North Bethesda, MD Branch2008 - 2010
One of my sons is a Financial Advisor with Edward Jones in Edgewater
Full Profile

Oliver Pough Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisory Associate at Morgan Stanley Wealth Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Rockville, MDWealth Advisory Associatesince Mar 2013Merrill Lynch - Washington D.C. Metro AreaFinancial AdvisorJan 2012 - Mar 2013
Full Profile

Aleigha Ginyard Rockville, MD

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Sales Executive • Sales Manager • Lobby Attendant • Psychology Specialist

Experience & Education

Work

Company:
Pnc bank
Teller
Company:
Pnc bank - Rockville, MD
Financial consultant
Full Profile

Seymour Slatkin Rockville, MD

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Rockville, Maryland
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - One Preserve Parkway, Suite 720, Rockville, MD 20852Senior Vice President-Investmentssince Dec 2006A. G. Edwards and Sons Financial ConsultantJan 2001 - Dec 2006
Full Profile

Chris Rhim Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
President at Green View Advisors
Location:
United States
Industry:
Financial Services
Work history:
Green View Advisors - Norwich, Vermont & Washington, D.C.Presidentsince Oct 2008Burt Associates, Inc. - Rockville, MDFinancial AdvisorFeb 2000 - Aug 2008
Skills:
Financial Goals, Retirement Planning, Retirement, Estate Planning, Investment Advisory, Wealth...
Full Profile

Sandra Fernandes Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Coordinator • Service Manager • Managers • Service Operations Expert • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Team Coordinator at Real Estate Mortgage Network
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Real Estate Mortgage Network - Rockville, MDTeam Coordinatorsince Apr 2012Amerirpise Financial Client Service Manager with the practice of Joseph G Hemsley, Senior Financial AdvisorJun 2008 - Apr 2012
Full Profile

James Donovan Washington, DC

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Master of Science • Senior Art Producer • Art Producer • Media Producer • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Washington, District Of Columbia
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 1850 K St NW, Suite 900 Washington, DC 20006Financial Advisorsince Dec 2012SunTrust Bank - 2929 M St NW, Washington, DC 20007Licenced Banker / Business Relationship ManagerJan 2008 - Dec 2012
Languages:
Spanish
Full Profile

Anna Behnam Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Ameriprise Financial Services, Inc. - Rockville, MDFinancial Advisorsince Dec 1999
Full Profile

Allison Mccarty Washington, DC

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Apprentice • Student Worker

Experience & Education

Position:
Financial Advisor at Financial Advantage Associates
Title:
Financial Advisor, Financial Advantage Associates
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Financial Advantage Associates - Rockville, MDFinancial Advisorsince Feb 2007CoStar Group Finance InternJun 2005 - Dec 2006
Certifications:
Certified in Long Term Care, CLTC Board of Standards, Inc.
Full Profile

Shahaira Davy Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Officer • Business Specialist • Managers • Government Administration Professional • Software Tester • Computer Specialist • Community Service Manager • Operations Manager

Experience & Education

Position:
Deputy Administrative Officer at National Institutes of Health
Title:
Administrative Officer at National Institutes of Health
Location:
Rockville, Maryland
Industry:
Government Administration
Work history:
National Institutes of Health Deputy Administrative Officersince Apr 2013National Institutes of Health - Bethesda, MDBusiness SpecialistMay 2012 - Mar 2013
Financial Advisor
Full Profile

Jim Brodsky Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Operations Manager • Juris Doctor • Lawyers

Experience & Education

Position:
Vice President, Investments at Coliseum Wealth Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Coliseum Wealth Management - North Bethesda, MDVice President, Investmentssince Feb 2013Coliseum Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc - North Bethesda, MDFinancial AdvisorSep 2005 - Feb 2013
Full Profile

Dan Carlson Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual - Washington, DC
Title:
Northwestern Mutual - The DC Financial Group
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Washington, DC - Washington D.C. Metro AreaFinancial Advisorsince Jan 2012Northwestern Mutual - The Potomac Group - Rockville, MDManaging DirectorJun 2007 - Dec 2011
Full Profile

Andrew Gibson Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Bethesda, MDFinancial Advisorsince Jan 2011Ameriprise Financial Services, Inc. - Glen Echo, MDAssociate Financial AdvisorAug 2008 - Jan 2011
Full Profile

Jeffrey Smith Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Chief Executive • Community Service Manager

Experience & Education

Position:
Consultant at Independent Financial Consultant
Title:
Independent Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Independent Financial Consultant - Washington D.C. Metro AreaConsultantsince 2012US Equal Employment Opportunity Commission - Washington D.C. Metro AreaChief Financial Officer2001 - 2011
Full Profile

Lori Henry Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Government Administration Professional • Community Service Manager • Managers • Operations Manager • Financial Compliance Examiner • Auditor • Student Worker

Experience & Education

Position:
Program Analyst at FDA
Title:
--
Location:
Washington D.C. Metro Area
Industry:
Government Administration
Work history:
FDA - Rockville, MDProgram Analystsince Jun 2007FDA - RockvilleFinancial AdvisorJan 2006 - Jun 2007
Full Profile

Michelle Owens Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Non-Profit • Chief Executive • Team Member • Entertainer

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Director at Non-Profit Community...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Rockville, Maryland
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Rockville, MDFinancial Advisorsince Feb 2012Non-Profit Community Development Corp. of DC - Washington D.C. Metro AreaDirectorsince 1997
Full Profile

Noelle Belt Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Bachelor of Science • Property Manager • Real Estate Manager • Operations Manager • Chief Executive • Customer Service

Experience & Education

Position:
Financial Advisor at Warner-Financial, Inc.
Title:
Financial Advisor
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Warner-Financial, Inc. - Bethesa, MDFinancial Advisorsince Jan 2011US Small Business Administration - Washington, DCFinancial Analyst2010 - 2011
Skills:
Portfolio Management, Credit Analysis, Credit, Loans, Credit Risk, Mortgage Lending, Financial...
Languages:
French, Spanish
Certifications:
Series 6 License
Series 7 License
Full Profile

Denise Proctor Rockville, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at M&T Securities, Inc
Title:
Financial Consultant
Location:
Rockville, Maryland
Industry:
Financial Services
Work history:
M&T Securities, Inc - Rockville, MDFinancial Consultantsince Jan 2013M&T Securities - Baltimore, Maryland AreaInvestment Support SpecialistSep 2010 - Dec 2012
Skills:
Series 63, Series 7, Retirement Planning, Securities, Retirement, Fixed Annuities, Life Insurance,...
Full Profile

Gregory Hills Rockville, MD

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 • Counselor • Advisor • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP®, CRPC® at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Rockville, Maryland
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CFP®, CRPC®since 1993
Full Profile

Amber Watson Rockville, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Prostatis Financial Advisors Group, LLC
Location:
Rockville, Maryland
Industry:
Financial Services
Work history:
Prostatis Financial Advisors Group, LLC Financial Advisorsince Feb 2012Prostatis Financial Advisors Group, LLC Client Service & Operations ManagerJan 2003 - Feb 2012
Skills:
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic...
Full Profile

Stu Cherande-friedman Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supplier • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Analyst • Analysts • Financial Analyst • Advisor • Research Specialist • Research Scientist • Psychology Specialist

Experience & Education

Work

Company:
Cystic fibrosis foundation
Online content administrator
Company:
The bulfinch group - boston, ma
Financial advisor/financial analyst/broker

Skills

Project Management (SharePoint), Document Preparation/Writing (Word, Excel, PowerPoint),...
Full Profile

Mark Dempsey Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Sales Manager

Experience & Education

Position:
Regulatory Analyst at Financial Industry Regulatory Authority
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Financial Industry Regulatory Authority - Rockville, MdRegulatory Analystsince Apr 2012Morgan Stanley Smith Barney Financial AdvisorAug 2009 - Apr 2012
Full Profile

Miguel Padilla Silver Spring, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Capitol Securities Management Inc., Rregistered Investment Advisor...
Title:
Financial Advisor at Capitol Securities Management Inc.
Location:
Silver Spring, Maryland
Industry:
Financial Services
Work history:
Capitol Securities Management Inc. Financial Advisorsince Dec 2011BNB Wealth Management Inc. - Silver SpringRregistered Investment Advisor Representativesince Nov 2009
Full Profile

Irene Tata Bethesda, MD

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Bethesda, Maryland
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 6010 Executive Blvd. Suite 1000, Rockville MD 20852Financial Advisorsince 2011Oppenheimer & Co. Associate1990 - 1992
Full Profile

Nancy Lucas Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Marketing Manager • Chief Executive • Doctor of Medicine • Marketing Administrator

Experience & Education

Position:
Owner at Options 4 Health Insurance, Marketing Mgr at Freedom Financial Advisors of MD
Title:
Owner of Options 4 Health Insurance
Location:
Rockville, Maryland
Industry:
Insurance
Work history:
Options 4 Health Insurance Ownersince Oct 2010Freedom Financial Advisors of MD Marketing Mgrsince Dec 2008
Part-time marketing manager for a financial advisor firm in Bethesda
Full Profile

Andy Poulos Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Baker

Experience & Education

Position:
Senior Vice President - Financial Advisor at RBC Wealth Management
Title:
Senior Vice President - Financial Advisor RBC Wealth Management (formerly Ferris, Baker Watts, Inc.)
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
RBC Wealth Management - 111 Rockville Pike, Suite 825 Rockville MD 20850Senior Vice President - Financial Advisorsince 1999Johnston Lemon - Washington, D.C.Financial Advisor1994 - 1999
Skills:
Series 7, Equities, Securities, Investments, Estate Planning, Mutual Funds
Full Profile

Matt Griggs Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor, Vice President, Merrill Lynch Wealth Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Merrill Lynch - Rockville, MDSenior Financial Advisorsince Nov 2008Chevy Chase Financial Services Financial AdvisorJun 2000 - Nov 2008
Full Profile

Andrew Jost Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Supporting Member • Team Member • Customer Service

Experience & Education

Work

Company:
Guggenheim investments
Client service representative
Company:
Northwestern mutual financial network - Washington, DC
Associate financial advisor

Skills

CFA Level 2 Candidate, Series 7 and Series 66 Licensed
Full Profile

Marci Minkoff Gaithersburg, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Psychology Specialist

Experience & Education

Position:
Marketing/Sales at Market Incentives
Location:
Gaithersburg, Maryland
Industry:
Marketing and Advertising
Work history:
Market Incentives - Gaithersburg, MD 20878Marketing/Salessince Sep 2012Consumer Credit Counseling - Rockville, MDFinancial CounselorJan 1996 - 2000
Full Profile

Patty Guerrero Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Housing improvement program
Financial advisor
Company:
Carruther's prudential - Gaithersburg, MD
Property manager

Skills

Bilingual in Spanish, Knowledge of Microsoft computer products, Customer Service, Telephone...
Full Profile

Kevin Motamedi Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Logistics Specialist • Business Administrator • Bachelor of Science • Sales Executive • Sales Manager • Operations Manager • Sports Trainers • Logistician

Experience & Education

Work

Company:
Axa equitable
Financial consultant
Company:
Jacobs engineering group - Vienna, VA
Contracts management specialist intern on the dulles metrorail corridor project
Full Profile

Scott Amling Rockville, MD

Professions & Specialties

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

Experience & Education

Work

Company:
Institutional shareholder services
Analyst
Company:
Ubs financial services
Financial advisor
Full Profile

Gerald Guiton Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Independent consultant
Financial consultant
Company:
Defense acquisition university
Chief financial officer
Full Profile

Sonia Feldman Bethesda, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Bachelor of Arts • Preschool Teachers • Logistician • Operations Manager • Managers

Experience & Education

Work

Company:
Drs. feldman and galotto, llc
Practice manager
Company:
First financial - Bethesda, MD
Assistant to financial advisor
Full Profile

Richard Rawson Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Owner • Chief Executive • Marketing Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Recognition • Brand Planner • SEO Specialist • Marketing Administrator • Advertising Professional • Brand Representative • Web Marketer • Advertising Sales Agent • Operations Manager • Founder • Founding Member • Financial Manager • Independent Business Owners • Certified Professional Coder • Contractor • Business Administrator • Advisor • Marketing Professional • Market Analyst • Market Research Analyst • Master of Business Administration • Psychologist • Information Technology Specialist • IT Specialist • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Secretary • Psychology Specialist

Experience & Education

Position:
Director of Marketing at E. Cohen and Company, CPAs, Owner at Rawson Internet Marketing
Title:
Marketing, Advertising, Brand Management, Social Media, Search Engine Marketing, Web Analytics
Location:
Washington D.C. Metro Area
Industry:
Marketing and Advertising
Work history:
E. Cohen and Company, CPAs - Rockville, MDDirector of Marketingsince Jun 2011Rawson Internet Marketing - Washington D.C. Metro AreaOwnersince May 2011
Skills:
Adobe Creative Suite, Advertising, Brand Awareness, Brand Management, B2B Marketing, B2C Marketing, ...
Certifications:
Certified Google Advertising Professional, Google AdWords Certification Program
Professional Internet Marketer, WebCEO University
Financial Advisor Magazine
Full Profile

Bruce Davila Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Mortgage Planning
Work:
Empire Financial Services
51 Monroe Street Suite 1107, Rockville, MD 20850
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Patrick Berger Rockville, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Specialties:
Purchase Loan, Refinancing, Home Equity, Retirement Planning, Asset Mgmt
Work:
Edward Jones
51 Monroe Street, Plaza West 3, Rockville, MD 20850
Experience:
12 years years
Financial Advisor
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Sourneat Krawczak Rockville, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Administrative Coordinator • Office Clerk • Clerical Specialist • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Administrative Officer • Vice President • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Governor • Government Administration Officer • Civil Servant • Managers • Operations Manager • Department Supervisor • Manager • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Executive Assistant
Location:
Rockville, Maryland
Industry:
Investment Management
Work history:
Micro Focus Sales Administrator, NAMar 2012 - May 2013Goodwill Industries serving Central Virginia & Hampton Roads - Richmond, Virginia AreaSenior Administrative Coordinator IIJun 2009 - Jan 2012
Languages:
English, Cambodian
..in the following departments: Financial Advisor Integration Prospecting New Fina..
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