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Financial Consultants in Florida

Financial Consultants in Sarasota, FL

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250 results found

Jason Zabawa Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Financial Specialist • Certified Financial Planner • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Operations Manager • Financial Manager • Business Development Associate • Counselor • Advisor • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Experienced, Successful Financial Sales Professional
Location:
Sarasota, Florida Area
Industry:
Banking
Work history:
PNC Investments Financial Advisor, AVPSep 2010 - May 2011SUN FINANCIAL SERVICES/INVEST FINANCIAL CORP Financial Advisor, AVPMar 2010 - Sep 2010
Full Profile

Keith Miller Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Accounting Bookkeeper • Bookkeeper • Legal Aide • Paralegal • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Business Administration • Team Member

Experience & Education

Position:
National Account Manager Eastern Zone at Micro Matic
Location:
Sarasota, Florida Area
Industry:
Food & Beverages
Work history:
Micro Matic National Account Manager Eastern Zonesince May 2010Ameriprise Financial Services, Inc. - Washington D.C. Metro AreaFinancial AdvisorJun 2007 - Jun 2009
Full Profile

Scot Srodes Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Analyst • Analysts • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Business Administrator • Managers • Production Director • Production Manager • Senior Process Engineer • Scientific Engineer • Customer Service • Process Engineer • Industrial Engineer • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Bachelor of Science • Master of Business Administration • Computer Software Professional • Software Developers

Experience & Education

Title:
Technical Analyst & Business Manager
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Proactive Portfolio Management, LLC - Sarasota, FLPresidentSep 2006 - Sep 2011Wachovia/Morgan Stanley - Sarasota, FLFinancial AdvisorJun 2001 - Aug 2006
Full Profile

Christopher Moss Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor, Edward Jones
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Edward Jones - Lakewood Ranch, FloridaFinancial Advisorsince Aug 2010
Skills:
Retirement Planning, Mutual Funds, Fixed Annuities, Investment Advisory, Retirement, IRAs, 401k,...
Full Profile

Chris Erbeck Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Keegan
Location:
Sarasota, Florida Area
Industry:
Investment Management
Full Profile

Dan Mcclanahan Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Butler • Personal Care Aide • Director of Operations • Sales Manager • Sales Director • Department Manager • Department Supervisor • Supporting Member • Advisor • Managers • Team Member • Human Resource Manager • Recruitment • Captain • Associate of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Manager at Regatta Pointe Marina, Independent Financial Advisor at Raymond James Financial Inc.
Title:
Regatta Pointe Marina, Raymond James
Location:
Sarasota, Florida Area
Industry:
Maritime
Work history:
Regatta Pointe Marina - 1005 Riverside Drive Palmetto, FL 34221Managersince May 2011Raymond James Financial Inc. - Longboat Key, FLIndependent Financial Advisorsince Oct 2005
Skills:
Broad Operating Experience with Big-Box Systems, Store and District Management Professional,...
Full Profile

Ray Shasho Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Author • Reporter • Counselor • Examiner • Advisor • Inspector • Literary Agent • Booking Agent • Partner • Chief Executive • Sales Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Government Service Executive • Government Administration Officer • Civil Servant • Field Marketing Specialist • Marketing Administrator • Talent Agent • Recruitment

Experience & Education

Position:
Writer/Best of Tampa Bay at CBS Interactive, Classic Rock Music & Classic TV Journalist at...
Title:
Author/Freelance Writer/Public Relations/Social Networking/Classic Rock Music & Classic TV Reporter/Financial Consultant
Location:
Sarasota, Florida Area
Industry:
Writing and Editing
Work history:
CBS Interactive - Tampa/St. Petersburg, Florida AreaWriter/Best of Tampa Baysince 2011Examiner.com - Tampa Bay, FloridaClassic Rock Music & Classic TV Journalistsince Dec 2010
Full Profile

Christine Erbeck Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Keegan
Location:
Sarasota, Florida Area
Industry:
Investment Management
Full Profile

Jim Craig Sarasota, FL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Advisor • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Chief Executive • Marketing Manager • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Geo Scientist • Geoscientist

Experience & Education

Position:
Personal Banker at JPMorgan Chase
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
JPMorgan Chase - One Sarasota Tower, 2 N. Tamiami Trail, Sarasota, FloridaPersonal Bankersince Apr 2012Merrill Lynch - Sarasota, Florida AreaFinancial AdvisorOct 2010 - Apr 2012
Full Profile

Ole Sorrenson Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Volunteer • Non-Profit • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Financial Manager • Master of Science • Training and Coaching Professional • Professional Development Teacher • Carpentry Worker • Retail Professional • Retail Salesperson • Automotive Professional

Experience & Education

Position:
Southeast Regional Representative at NSX Club of America, Member, Board of Directors at G.Wiz -...
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
NSX Club of America Southeast Regional Representativesince Nov 2009G.Wiz - Gulfcoast Wonder & Imagination Zone Member, Board of Directorssince Jan 2009
Skills:
Listening, Working with you to come up with a plan that fits your needs, Helping to execute your plan
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Eric Huffman Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Tennis Player • Athletes • Apprentice • Supporting Member • Managers • Team Member • Registered Medical Assistant • Student Worker • Medical Support Assistant • Health Support Worker • Healthcare Support • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Financial Consultant at Ringling College of Art and Design
Title:
Career Seeking, Sarasota Young Professional
Location:
Sarasota, Florida
Industry:
Marketing and Advertising
Work history:
Ringling College of Art and Design - Sarasota, FloridaFinancial Consultantsince Apr 2013NCSA Athletic Recruiting - Chicago, ILNational Collegiate ScoutNov 2011 - Aug 2012
Skills:
Brand Awareness, Brand Management, Brand Developement, Sports Marketing, Sports Management,...
Full Profile

Turner Moore Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Executive Producer • Senior Art Producer • Art Producer • Media Producer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Associate Vice President/Investments - Stifel at Stifel Financial Corp., Executive Producer at...
Title:
Associate Vice President/Investments - Stifel at Stifel Financial Corp.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Sarasota, FloridaAssociate Vice President/Investments - Stifelsince Apr 2012Feelmagik Productions - Sarasota, FLExecutive Producersince Oct 2010
In my role as a financial advisor
Full Profile

David Lusty Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Advisor • Financial Manager • Operations Manager • Air Transportation Worker • Team Member

Experience & Education

Position:
Vice President - Business Development at Raymond James Financial, Owner at CDL Properties, LLC
Title:
Vice President Business Development, Raymond James Financial Services
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial - North Venice, FLVice President - Business Developmentsince Jun 2008CDL Properties, LLC Ownersince Sep 2005
Skills:
Coaching, Public Speaking, Small Business Management, Teaching, Financial Advisory, Portfolio...
as an independent financial advisor or independent registered invest..
Full Profile

C.j. Bannister Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Litigation Support Specialist • Legal Aide • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Staff Sergeant • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - 2 North Tamiami Trail, Sarasota, FL 34236Financial Advisorsince May 2012Edward Jones Financial AdvisorMar 2007 - May 2012
Full Profile

Chris Nicholson Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Personal Financial Counselor at Consumer Education Services, Inc
Title:
Personal Financial Counselor at CESI
Location:
Sarasota, Florida Area
Industry:
Utilities
Work history:
Consumer Education Services, Inc Personal Financial Counselorsince May 2007
Full Profile

Markus Richter Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Business Administrator • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Master of Science • Customer Service • Sales Representative • Operations Manager

Experience & Education

Location:
Sarasota, Florida Area
Industry:
Investment Banking
Work history:
MORGAN KEEGAN & Co. Inc Finance InternJun 2010 - Nov 2010University of Tampa Resume Critique2010 - 2010
Skills:
Bloomberg certified, Exceptional Excel skills
Assistant to financial advisor
Full Profile

Jeff Zientara Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Promotions Manager • Operations Manager • Team Member • Client Service Officer • Customer Service

Experience & Education

Position:
Branch Manager & Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC Branch Manager & Financial Advisorsince May 2009Morgan Stanley Financial AdvisorAug 2007 - May 2009
Skills:
Our family office is geared towards helping local business owners and wealthy families with their...
Full Profile

Sherry Hernandez Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Supporting Member • Team Member • Sales Manager • Office Clerk • Clerical Specialist • Chief Administrative Officer • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Registered Sales Associate at Raymond James
Location:
Sarasota, Florida
Industry:
Investment Management
Work history:
Raymond James - Sarasota,flRegistered Sales Associatesince Jul 2011Asset Management Partners Finance Admin AssistantOct 2008 - Jun 2011
..be made to persons in states where the Financial Advisor is not registered
Full Profile

J. Denton Sarasota, FL

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 • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor and CFP® at Morgan Stanley Smith Barney
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisor and CFP®since Aug 2008Merrill Lynch Financial Advisor and CFP®Jun 2004 - Aug 2008
Skills:
Financial Planning and Financial Goal Analysis, Retirement Planning, Education Planning, Estate...
Full Profile

Ron Perrault Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Representative • Nurse • Nurse Practitioner

Experience & Education

Position:
President, CEO at Wall Street Investment Advisors Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Wall Street Investment Advisors Inc. President, CEOsince Apr 2007Prudential Securities Inc (Wachovia Securities Inc.) Certified Financial AdvisorJan 1999 - Apr 2007
Skills:
L I S T E N I N G !
Full Profile

Gardner Sherrill Sarasota, FL

Professions & Specialties

Financial Planner • Banker • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Advisor • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
VP Wealth Advisor at Wells Fargo
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Wells Fargo VP Wealth Advisorsince Jun 2010
Skills:
Comprehensive Wealth Management, Professional Investment Management, Wealth Structuring, Wealth...
Financial Advisor
Full Profile

Evan Guido Sarasota, FL

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:
Vice President of Investments at Robert W. Baird
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Robert W. Baird Vice President of Investmentssince Mar 2007Raymond James Financial Financial AdvisorOct 2004 - Mar 2007
Full Profile

James Leou Sarasota, FL

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Pepsico, tropicana products - Bradenton, FL
Inventory control specialist
Company:
Chase - Lake Mary, FL
Financial advisor

Skills

Microsoft Suite, First Assist, TSYS, SAP and ADC Juice Solutions inventory database
Full Profile

Suzi Atherton Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at BMO Harris Financial Advisors
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
BMO Harris Financial Advisors - 240 S. Pineapple Ave. Ste. 101 Sarasota, FL 34236Financial Advisorsince Dec 2011
Full Profile

George Manyak Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at VALIC Financial Advisors
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
VALIC Financial Advisors - Sarasota, FloridaFinancial Advisorsince Aug 2011GF Investment Services LLC Financial PlannerMar 2007 - Aug 2011
Skills:
Bloomberg, Morningstar Office, Mutual Funds, Series 7, Trading, Finance, Fixed Annuities, Wealth...
Full Profile

Donna Hammond Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Team Leader • Operations Manager • Controller • Cash Application Specialist • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Customer Service • Client Service Officer

Experience & Education

Work

Company:
Robert half international
Sr. financial consultant
Company:
Avi/spl
Senior manager-financial systems
Full Profile

Sheila Connelly Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Operations Associate • Coordinator • Clerk • Team Member • Managers • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Cashier

Experience & Education

Position:
Registered Associate I Financial Planning Associate at Morgan Stanley Wealth Management
Title:
Registered Associate I Financial Planning Associate Morgan Stanley Wealth Management
Location:
Sarasota, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Sarasota FloridaRegistered Associate I Financial Planning Associatesince Apr 1990Kidder Peabody & Co. - Fort Lauderdale FL I Atlanta GA I Sarasota FLOperations Associate I Operations ManagerJan 1981 - Jan 1990
Support Financial Advisor,s,with annual production of $1
Full Profile

Nancy Romeo Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Contractor • Business Administrator • Team Member • Managers • Contractor • Bachelor of Science • Independent Business Owners • Operations Manager

Experience & Education

Work

Company:
Bankers life - Sarasota, FL
Insurance agent
Company:
Wells fargo advisors - Sarasota, FL
Financial advisor trainee
Full Profile

Christopher Orville Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Advisor • Skilled Professional • Recruitment • Chief Executive

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
VALIC - Sarasota/Tampa AreaFinancial Advisorsince Nov 2010Great West Retirement Services - Sarasota/Tampa FLAccount ExecutiveNov 2009 - Nov 2010
Full Profile

Michael Marziale Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Tax and Financial Consultant at Coastal Tax Services LLC
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Coastal Tax Services LLC Tax and Financial Consultant
Full Profile

Joann Sedlar Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at East West College of Natural Medicine
Location:
Sarasota, Florida Area
Industry:
Education Management
Work history:
East West College of Natural Medicine Financial Advisor
Full Profile

Pat Cooper Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Controller • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Information Technology Specialist • IT Specialist • Advisor

Experience & Education

Title:
Financial Consultant
Location:
Sarasota, Florida Area
Industry:
Accounting
Work history:
Salo LLC Financial consultantFeb 2003 - Feb 2011RCIS-Wells Fargo Interim Accounting ManagerAug 2010 - Oct 2010
Full Profile

Robert Trosten Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial advisor at gamma labs
Location:
Sarasota, Florida Area
Industry:
Chemicals
Work history:
Gamma labs Financial advisor
Full Profile

Shandal Wood Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at EPL Interactive
Location:
Sarasota, Florida Area
Industry:
Capital Markets
Work history:
EPL Interactive Financial Consultant
Full Profile

Reid Winder Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Longboat Key Financial Group
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Longboat Key Financial Group Financial Advisor
Full Profile

Alberto Der Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Frontier capital - London
Financial sales

Skills

Sales manager , languages
Full Profile

Carolyn Garvey Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Valiance Advisors LLP
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Valiance Advisors LLP Financial Advisor
Full Profile

Bruce Baird Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Advisor at Prime RAM
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Prime RAM Senior Financial Advisor
Full Profile

Dianne Garner Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
FINANCIAL ADVISOR at BANK OF AMERICA
Location:
Sarasota, Florida Area
Industry:
Banking
Full Profile

Regina Sakezles Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President, Investments at Raymond James
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James Vice President, Investmentssince Jun 2004Merrill Lynch Financial Advisor2000 - 2004
Skills:
Gina is an active member of the IMCA, NAFE, and the AAUW, She has earned the designations of...
Full Profile

Marjorie Decanio Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Survivor • Reality Show • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Principal Financial Group, Owner at DeCanio & Associates
Title:
Owner at DeCanio & Associates
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Principal Financial Group - 2803 Fruitville Road, Suite 120, Sarasota, FL 34237Financial Advisorsince Feb 2000DeCanio & Associates - 2803 Fruitville Road, Suite 120, Sarasota, FL 34237Ownersince Nov 1989
Skills:
Work closely with client's CPA & Attorney, Provide Financial Services to Business Owners and...
Full Profile

Craig Smith Sarasota, FL

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 • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, CFP®, CRPC®
Location:
Sarasota, Florida Area
Industry:
Investment Management
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Mar 2011Fifth Third Securities Investment ExecutiveDec 2009 - Mar 2011
Full Profile

Stacey Grad Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Wellness and Fitness • Operations Manager • Financial Officer • Financial Manager • Recruitment

Experience & Education

Position:
Financial Advisor - The High Point Group at Morgan Stanley, Sarasota at Morgan Stanley Wealth...
Title:
Financial Advisor
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Sarasota, Florida AreaFinancial Advisor - The High Point Group at Morgan Stanley, Sarasotasince Mar 2012TriNet Sales Development RepresentativeOct 2010 - Feb 2012
Full Profile

David Downer Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 1998Johnson Controls Project Manager, Facilities Management1993 - 1998
Full Profile

Joe Giangreco Sarasota, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
Sarasota, Florida Area
Industry:
Investment Management
Full Profile

Lindsey Toole Sarasota, FL

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

Experience & Education

Position:
Vice President, Premier Banker at SunTrust Bank
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
SunTrust Bank - Sarasota, FloridaVice President, Premier Bankersince Jun 2013PInkerton Wealth Management Group of Wells Fargo Advisors, LLC - Venice, FLFinancial ConsultantJun 2009 - Jun 2013
Full Profile

Tracy Fusillo Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
NASD Licensed at Fifth Third Bank
Title:
NASD Licensed
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Fifth Third Bank - Sarasota, Florida AreaNASD Licensedsince Aug 2012Chase Investment Services Corp - Sarasota, Florida AreaVice President - Investments, Financial AdvisorJul 2005 - Jul 2012
Skills:
Series 66, Series 7, Annuity, FINRA Series 6, IRA's, Managed Accounts, Investments, Fixed...
Full Profile

Donna Dugan Sarasota, FL

Professions & Specialties

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

Experience & Education

Title:
Investigative Financial Journalism
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Westminster Financial Companies Financial AdvisorApr 2010 - Jul 2010GunnAllen Financial Financial AdvisorJun 2008 - Mar 2010
Full Profile

Peter Borho Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James, Owner at Riverside Limousine
Title:
Financial Advisor at Raymond James
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Raymond James - Raymond JamesFinancial Advisorsince 2005Riverside Limousine Ownersince Aug 2004
Skills:
Roth IRA, Retirement Planning, Estate Planning, Financial Planning, Trusts, IRA Rollovers,...
Full Profile

Kathy Francoletti Sarasota, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Financial Advisor, Global Wealth Management at Morgan Stanley Smith Barney
Title:
Morgan Stanley Wealth Management, Financial Advisor, Senior Vice President
Location:
Sarasota, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Sarasota, Florida AreaSenior Vice President, Financial Advisor, Global Wealth Managementsince Aug 2011Wells Fargo Private Bank - Sarasota, Florida AreaSenior Private Banker, SVPJul 1978 - Aug 2011
Full Profile


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