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Financial Consultants in Arizona

Financial Consultants in Scottsdale, AZ

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250 results found

Robin Vanhof Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Financial Director • Chief Operating Officer • Chairperson • Director • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Accounts Receivable • Software Tester • Computer Specialist • Customer Service • Corporate Executive • Accounting Bookkeeper • Bookkeeper • Computer Systems Administrator • Psychologist • Industrial-Organizational Psychologist • Industrial Psychologist • Supporting Member • Security • Business Administrator • Managers • Team Member • Human Resources Specialist • Recruitment • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Master of Arts • Bachelor of Arts • Associate of Arts • Psychology Specialist

Experience & Education

Title:
Higher Education Business Professional
Location:
Phoenix, Arizona Area
Industry:
Management Consulting
Work history:
Bryan University - Tempe, AZStudent Accounts ManagerMar 2011 - Jul 2013NorthCentral University - Scottsdale, AZLearner Financial AdvisorJan 2011 - Feb 2011
Skills:
Instructional Design, Curriculum Development, Debt Collection, Debt Management, Accounts Payable,...
Certifications:
HAZMAT, OES CSTI
HAZCOM, Marine Corps. Base Camp Pendleton
Full Profile

Chip Sroufe Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Regional Vice President • Vice President • Chief Executive • Customer Service

Experience & Education

Position:
Senior Relationship Manager at CORE Group USA
Location:
Phoenix, Arizona Area
Industry:
Insurance
Work history:
CORE Group USA - Scottsdale, AZSenior Relationship Managersince Jul 2003Linsco Private Ledger - SouthwestRegional VP, Business DevelopmentJan 2002 - Jul 2003
Skills:
Client Engagement, Client Development, Client Acquisition, Public Speaking, Financial Planning,...
..to become a successful independent financial advisor as well as how to manage the bus..
Full Profile

David Porter Scottsdale, AZ

Professions & Specialties

Reverse Mortgage Specialist • Financial Consultant • Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Project Manager • Counselor • Advisor • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Reverse Mortgage Specialist at Open Mortgage, LLC, Manager/ Project Manager at Alliance Credit...
Title:
Reverse Mortgage Specialist at Open Mortgage, LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Open Mortgage, LLC Reverse Mortgage Specialistsince Jun 2013Alliance Credit Counseling - Charlotte, North Carolina AreaManager/ Project Managersince Feb 2001
Skills:
Money Management, Crisis Management, Strategic Financial Planning, Financial Analysis, Investment...
Certifications:
National Mortgage Licensing System & Registry, AZ 923395
..I have spent more than a decade as a Financial Counselor helping indivdiuals with their..
Full Profile

Brad Grannis Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Supporting Member • Team Member • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Advisor

Experience & Education

Position:
Senior Associate at East West Commercial Real Estate, Principal at AZ Property Advisors, LLC,...
Title:
Distressed Asset Aggregator: MF/Hotel/Office/Retail/Industrial/Bulk SFR
Location:
Phoenix, Arizona Area
Industry:
Real Estate
Work history:
East West Commercial Real Estate - Phoenix, Arizona AreaSenior Associatesince Dec 2012AZ Property Advisors, LLC - Phoenix, Arizona AreaPrincipalsince Jan 2008
Skills:
Real Estate Acquisition, Auction Bidding, Negotiation, Loan Structuring, Dispositions, Real Estate, ...
Certifications:
CSSN, Certified Short-Sale Negotiator
Full Profile

Jeffrey Miller Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Puchasing and Estimating Manager • Board Member • Vice President • Management Team Executive • Operations Manager • Chief Executive • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Financial Director • Chairperson • Director • Financial Manager • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Financial Officer • Business Administrator • Supporting Member • Team Member • Bachelor of Science • Master of Science • Information Technology Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Social Workers

Experience & Education

Position:
Vice President on the Board of Directors at Irish Networking Phoenix, Financial Advisor at Merrill...
Title:
at Merrill Lynch
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
Irish Networking Phoenix Vice President on the Board of Directorssince Jun 2013Merrill Lynch - Scottsdale, ArizonaFinancial Advisorsince Sep 2011
Skills:
Sales Management, Business Planning, Inventory Management, Long Term Care, P&L, Financial...
Full Profile

Matthew White Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Area Manager • Managers • Customer Service • Client Service Officer • Manager • Team Leader • Compliance Manager • District Manager • Treasurer • Operations Manager • Region Manager • Financial Officer • Financial Manager • Creative Director • Art Director • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Student Worker

Experience & Education

Position:
Analyst at CFG
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
CFG - Phoenix, Arizona AreaAnalystsince Jun 2012MetLife - Greater San Diego AreaFinancial AdvisorNov 2011 - Aug 2012
Full Profile

John May Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Financial Director • Chief Executive Officer • Board Member • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Legal Counsel • Investor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
CFO at Weststone Group of Companies
Title:
Experienced CPA/CFO
Location:
Phoenix, Arizona Area
Industry:
Real Estate
Work history:
Weststone Group of Companies - Scottsdale, AZCFOsince Jun 2010J. B. May and Associates - Phoenix, Arizona AreaCPA/Independent Financial Consultant1990 - 2010
Skills:
Strategic Planning, Financial Modeling, Staff Development, Financial Analysis, Financial Reporting, ...
Full Profile

George Randolph Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor • School Principal • School Administrator • Educational Manager • Data Analyst • Data Entry Specialist • Data Scientist • Computer Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Engineer • Industrial Engineer • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Phoenix, Arizona Area
Industry:
Medical Devices
Work history:
Edward Jones - Mesa, AZFinancial Advisorsince Jul 2012Medtronic - Tempe, AZPrincipal Product EngOct 2001 - Jun 2012
Full Profile

Craig Caldwell Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Board Member • Financial Director • Operations Manager • Management Team Executive • Financial Officer • Financial Manager • Comptroller and Auditor General • Chief Audit Executive • Chief Executive • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Consultant at MEMC Electronic Materials
Title:
Senior Financial Consultant
Location:
Scottsdale, Arizona
Industry:
Accounting
Work history:
MEMC Electronic Materials Senior Financial ConsultantSunEdison Senior Financial ConsultantNov 2010 - Feb 2012
Skills:
Certified Public Accountant, CPA (inactive), Sarbanes-Oxley Act, Accounting, Financial Analysis,...
Full Profile

Bryan Neddoff Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Phoenix, Arizona
Industry:
Investment Management
Work history:
Edward Jones - Scottsdale, AZFinancial Advisorsince Mar 2012
Full Profile

Andrew Draluck Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Territory Sales Manager • Region Manager • Advisor • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Sales Manager • Services Professional • Sales and Service Specialist • Sales Representative

Experience & Education

Position:
Territory Sales Manager at eMoney Advisor
Title:
Territory Sales Manager at eMoney Advisor - Arizona, Nevada, New Mexico, Utah
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
EMoney Advisor - Scottsdale, AZTerritory Sales Managersince Feb 2013Wells Fargo Advisors, LLC - Fort Lauderdale, FloridaFinancial AdvisorOct 2011 - Feb 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Andrew Sentz Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Customer Service • Client Service Officer • Managers

Experience & Education

Title:
Mortgage Processing Operations Manager
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Scottsdale, AZFinancial Advisor: Client Relationship and Portfolio ManagementApr 2011 - Feb 2012Morgan Stanley Smith Barney Financial AdvisorJun 2008 - Jun 2010
Certifications:
Series 7
Series 31
Full Profile

Mike Konen Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit

Experience & Education

Position:
Financial Advisor at Allegiance Financial Advisors Inc., Director at Desert Schools Federal Credit...
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Allegiance Financial Advisors Inc. - Scottsdale ArizonaFinancial Advisorsince Jun 2011Desert Schools Federal Credit Union Directorsince Apr 1991
Skills:
Strategic Planning, Financial Analysis, Strategic Financial Planning, Personal Financial Planning,...
Full Profile

Dave Schiller Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Area Manager • Managers • Corporate Executive • Chief Executive • Deputy Manager • Financial Officer • Financial Manager • Investor • Agent • Sales Agent • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at Financial Design Group
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Financial Design Group - Phoenix, Arizona AreaFinancial Advisorsince Sep 2012Multi-Funds, Inc. - Scottsdale, AZRegional DirectorJul 2011 - Sep 2012
Full Profile

Brett Wightman Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Engineer • Engineering Specialist • Project Manager • Master of Business Administration • Bachelor of Science • Operations Manager • Chief Executive • Project Managers

Experience & Education

Work

Company:
Edward jones - Scottsdale, AZ
Financial advisor
Company:
Abengoa solar
Business development
Full Profile

Andrew Tuell Scottsdale, AZ

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant at AXA Advisors LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Mar 2010Vanguard Stock BrokerMay 2007 - Mar 2010
Skills:
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement...
Languages:
French
Certifications:
Series 7, 6, 63, 65 and AZ life and Health, FINRA
Full Profile

James Ponte Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Chairperson • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
SALES MANAGER at Realty Executives, President at Ponte & Ponte PC, Realtor at Realty Executives
Title:
Financial Advisor at Waddell & Reed
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
Realty Executives SALES MANAGERsince Aug 1996Ponte & Ponte PC Presidentsince Jan 1996
Full Profile

Andre Veres Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Work

Company:
Spence, cassidy & associates, llc
Financial planner
Company:
Axa-advisors - Scottsdale, AZ
Financial advisor

Skills

Computers: Microsoft Windows XP: Word, Excel, Picture Manager and PowerPoint
Full Profile

Curtis Smith Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor at Raymond James Financial Services, Inc.Member FINRA/SIPC
Title:
Wealth Advisor - Raymond James Financial Services, Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc.Member FINRA/SIPC - Scottsdale Arizona, Lincoln NebraskaWealth Advisorsince 2009Well Fargo Wealth Management Group Vice President Financial Consultant2005 - 2009
Full Profile

Dave Meacham Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at MFC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
MFC - Scottsdale, AZ. & Chicago, IL.Financial Consultantsince Apr 1978Meacham Financial Consultants - Scottsdale, AZ., Chicago, IL.Registered RepresentativeApr 1978 - Oct 2011
Skills:
Investment Advisory, Retirement Planning, Mutual Funds, Investment Strategies, Portfolio...
Full Profile

Brent Carman Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Vice President • Chief Executive • Technical Specialist • Technical Support Specialists • Operations Manager • Master of Science • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Wealth Advisor at Raymond James Financial Services, Inc., Member FINRA/SIPC
Title:
Wealth Advisor at Raymond James Financial Services Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc., Member FINRA/SIPC - Scottsdale, AZWealth Advisorsince Nov 2012Wells Fargo Advisors - Tempe, AZVice President, Investments / Financial AdvisorSep 2008 - Nov 2012
Full Profile

Nick Schierman Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Representative • Account Manager • Systems Support Specialist • Support Specialists

Experience & Education

Work

Company:
Usaa
Financial advisor
Company:
Ameriprise financial
Financial advisor
Full Profile

Stephen Hatcher Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Process Engineer • Industrial Engineer • Lecturer • Postsecondary Teacher • Mathematician

Experience & Education

Position:
First Vice President at Wells Fargo Advisors
Title:
First Vice President at Wells Fargo Advisors, LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Wells Fargo Advisors - N. Scottsdale, AZFirst Vice Presidentsince Feb 2009UBS Wealth Management - Scottsdale, AZFinancial AdvisorSep 1999 - Feb 2009
Full Profile

Bryan Junk Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch - Scottsdale, AZ
Pmd financial advisor
Company:
University of phoenix - Phoenix, AZ
Sales - seg team
Full Profile

Mimi Allen Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Attorney General • Lawyers • Attorney At Law • Commodities Clerk

Experience & Education

Position:
Financial Advisor at Allen Financial Group of Wells Fargo Advisors, LLC
Title:
First Vice President - Investment Officer at Allen Financial Group of Wells Fargo Advisors, LLC
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Allen Financial Group of Wells Fargo Advisors, LLC Financial Advisorsince 2007Arizona Corporation Commission Senior Staff Attorney, Securities Division2004 - 2007
Skills:
Retirement Planning, Finance, Customer Service, Microsoft Excel, Training, Business Planning, Legal ...
Full Profile

Justin Hayes Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Team Member • Jurist • Legal Counsel • Operations Manager

Experience & Education

Work

Company:
Fidelity investments - Glendale, AZ
Investments representative
Company:
Usaa financial advisors, inc - Phoenix, AZ
Financial advisor
Full Profile

Rita Nisanov Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable

Experience & Education

Work

Company:
John c. lincoln health network
Accounts receivable audit specialist
Company:
John c. lincoln health network
Admitting patient financial counselor
Full Profile

Kyle Rogers Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
The silverleaf club
Caddy
Company:
Morgan stanley wealth management - Scottsdale, AZ
Financial advisor
Full Profile

Robert Lamacchia Phoenix, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Clark and Associates Financial Services, Solar Sales at Herca Solar, Property...
Title:
Financial Advisor at Clark and Associates Financial Services
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Clark and Associates Financial Services - Scottsdale AZFinancial Advisorsince Apr 2013Herca Solar - Oceanside, CaSolar Salessince Nov 2012
Full Profile

Anthony Hood Phoenix, AZ

Professions & Specialties

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

Experience & Education

Work

Company:
Charles schwab & company - Phoenix, AZ
Senior registered representative
Company:
Charles schwab & company - Phoenix, AZ
Financial consultant
Full Profile

Justin Hayes Scottsdale, AZ

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Independent Contractor • Representative • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial advisor at Self employed
Title:
Financial Services Professional
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Self employed Financial advisorsince Sep 2012Fidelity Investments - Phoenix, Arizona AreaInvestments RepresentativeNov 2011 - Sep 2012
Full Profile

Jordan Jobe Scottsdale, AZ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Board Member • Chairperson • Management Team Executive • Operations Manager • Financial Manager • Chief Executive • Cardiologist • Surgical Specialist • Moderator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Board Member at American Foundation for Cardiomyopathy, Financial Advisor CFP® at Raymond James,...
Title:
Board Member at American Foundation for Cardiomyopathy
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
American Foundation for Cardiomyopathy Board Membersince May 2013Raymond James Financial Advisor CFP®since Feb 2010
Skills:
Strategic Planning, Strategic Financial Planning, Marketing, Strategic Partnerships, Life...
Full Profile

Erich Weber Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Vice President - Financial Solutions Advisor at Bank of America/Merrill Lynch
Title:
Vice President - Financial Solutions Advisor at Bank of America
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Bank of America/Merrill Lynch - Scottsdale, ArizonaVice President - Financial Solutions Advisorsince 2012Financial Edge LLC Financial Advisor2010 - 2012
Full Profile

Thomas Ansel Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor- The Nunley Group at Merrill Lynch, Board Member at Habitat for Humanity Central...
Title:
Financial Advisor at Merrill Lynch
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
Merrill Lynch - scottsdale, azFinancial Advisor- The Nunley Groupsince Aug 2012Habitat for Humanity Central Arizona Board Membersince 2010
Full Profile

Brent Lacey Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Consumer Goods Professional • Commodities Clerk • Student Worker

Experience & Education

Position:
Lead Pricing Analyst at GE Capital
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
GE Capital Lead Pricing Analystsince 2011Edward Jones Financial Advisor2009 - 2011
Skills:
Pricing, Pricing Strategy, Customer Experience, Operations Management, Investment Management, Finance
Full Profile

Dana Randall Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Operations Manager at Raymond James Financial Inc. Member FINRA/SIPC
Title:
Operations Manager, Raymond James Financial Services, Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Raymond James Financial Inc. Member FINRA/SIPC - Scottsdale, ArizonaOperations Managersince Oct 2003
Skills:
Customer Service, Strategic Planning
persons in states where the financial advisor is not registered
Full Profile

Buck Bandura Scottsdale, AZ

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Chief Executive • Founding Member • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Matrix Wealth Management
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Matrix Wealth Management - Scottsdale, AZPresidentsince May 2006Smith Barney Senior Financial AdvisorSep 1998 - May 2006
Full Profile

Melissa Goldin Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Entertainment Professional • Entertainer • Event Manager • Secretary

Experience & Education

Position:
Owner/Operator at Golden Crumb Bakery
Title:
Financial Consultant at CampusLogic
Location:
Phoenix, Arizona Area
Industry:
Entertainment
Work history:
Golden Crumb Bakery - Phoenix, AZOwner/Operatorsince Jun 2012CampusLogic Financial ConsultantFeb 2012 - Jul 2013
Full Profile

Rick Norris Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Leader • Managers • School Principal • School Administrator • Educational Manager • Vice President • Manager • Operations Manager • HR Manager • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at New Cycle Financial (Self-employed)
Title:
Financial Advisor at New Cycle Financial, LLC
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
New Cycle Financial - Phoenix, AZFinancial Advisorsince Mar 2013VALIC - Phoenix, AZFinancial AdvisorMar 2012 - Jan 2013
Skills:
Series 7, Mutual Funds, Investments, Wholesaling, Insurance, Real Estate Investment, Financial...
Full Profile

Jamey Pugh Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Rohn Financial Strategies, Inc.
Title:
Financial Advisor
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Rohn Financial Strategies, Inc. - Carefree, AZFinancial Advisorsince May 2012Xerox Corporation - Phoenix, AZSales ExecutiveDec 1995 - Apr 2012
Languages:
German, English
Full Profile

Michael Drucker Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Accounts Payable • Accounts Payable Specialist • Entrepreneur • Managers • Human Resources Specialist • Recruitment • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Account Manager • Counselor • Advisor • Employee Relations Specialist • Labor Relations Specialist

Experience & Education

Position:
Controller at Tree Pro's, LLC, Financial Consultant at Squaw Peak Villas HOA
Title:
Controller at Tree Pro's, LLC
Location:
Phoenix, Arizona Area
Industry:
Consumer Services
Work history:
Tree Pro's, LLC - Phoenix, ArizonaControllersince Aug 2012Squaw Peak Villas HOA - Phoenix, Arizona AreaFinancial Consultantsince May 2010
Full Profile

Kevin Sweeney Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Founder • Founding Member • Chief Executive • Advisor • Bookkeeper

Experience & Education

Position:
Co-Founder / Financial Advisor at Biltmore Wealth Management, LLC
Title:
Co-Founder/Financial Advisor, Biltmore Wealth Management, LLC
Location:
Phoenix, Arizona Area
Industry:
Investment Management
Work history:
Biltmore Wealth Management, LLC - Scottsdale, AZCo-Founder / Financial Advisorsince Jan 2010Morgan Stanley Smith Barney Financial AdvisorMay 1999 - Jan 2010
Full Profile

John Burgraff Scottsdale, AZ

Professions & Specialties

Financial Consultant • 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 | Financial Planning Specialist at Morgan Stanley
Title:
Senior Vice President, Financial Advisor at Morgan Stanley
Location:
Paradise Valley, Arizona
Industry:
Financial Services
Work history:
Morgan Stanley - Scottsdale, AZSenior Vice President | Financial Advisor | Financial Planning Specialistsince Jan 1988
Full Profile

Bryan Bertucci Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Mar 2011Lord Abbett Regional ManagerFeb 2007 - Feb 2011
Full Profile

Robert Stanton Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Regional Director of Recruiting • Recruitment • Recruiting Director • Personnel Manager • Personnel Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
REGIONAL RECRUITING DIRECTOR (480) 361-9445 at Willis Consulting
Title:
Regional Recruiting Director
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Willis Consulting - Scottsdale ArizonaREGIONAL RECRUITING DIRECTOR (480) 361-9445since Jan 2009Broker360 - Scottsdale, AZPresident2005 - 2009
Financial Advisor Recruiting
Full Profile

Daniel Peters Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Senior Vice President at Robert W. Baird & Co.
Title:
Financial Advisor, Robert W Baird & Co.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Scottsdale, AZFinancial Advisor, Senior Vice Presidentsince 2008Merrill Lynch Financial Advisor1998 - 2008
Skills:
Financial Planning
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William Sobers Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Account Vice President at UBS Financial Services, Inc.
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Account Vice Presidentsince Jul 2006Merrill Lynch Financial AdvisorJan 2004 - Jul 2006
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Nasir Assar Phoenix, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Vice President • Chief Executive

Experience & Education

Position:
Agency Principal at Assar $ Associates, LLC
Title:
none
Location:
Phoenix, Arizona Area
Industry:
Consumer Services
Work history:
Assar $ Associates, LLC Agency Principalsince Dec 2012Waddell & Reed - Scottsdale, AZDM/Financial AdvisorJul 2011 - Dec 2012
Languages:
Farsi
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Mary Mcdonald Scottsdale, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Accounts Payable • Accounts Payable Specialist • Accounts Receivable • Associate of Arts • Organization Management • Advisor

Experience & Education

Position:
Office Administrator at Family Wealth Advisors and ICA
Location:
Scottsdale, Arizona
Industry:
Banking
Work history:
Family Wealth Advisors and ICA - Scottsdale, AZOffice Administratorsince Dec 2012Family Wealth Advisors and ICA - Scottsdale, AZFinancial Advisor AssistantSep 2012 - Dec 2012
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Darren Young Scottsdale, AZ

Professions & Specialties

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

Experience & Education

Position:
Graduate Student at Arizona State University
Location:
Scottsdale, Arizona
Industry:
Financial Services
Work history:
Arizona State University - Phoenix, Arizona AreaGraduate Studentsince Aug 2011Edward Jones - Scottsdale, AZFinancial AdvisorJan 2011 - Aug 2011
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Financial Consultants near Scottsdale, AZ04699381,4071,8762,345PhoenixTempeMesaChandlerGilbert