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Financial Consultants in Washington

Financial Consultants in Seattle, WA

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Here is a complete directory of most experienced Financial Consultants in Seattle, WA.

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250 results found

James Rudolf Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Business Development/ Investment Research at Glacier Peak Capital, LLC
Title:
Business Development/ Investment Research at Glacier Peak Capital
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Glacier Peak Capital, LLC - Greater Seattle AreaBusiness Development/ Investment Researchsince Jun 2012Morgan Stanley - Greater Seattle AreaFinancial AdvisorApr 2011 - Jun 2012
Skills:
Series 7, Investments, Asset Managment, Asset Allocation, Wealth Management
Full Profile

Dawnella Rorie Seattle, WA

Professions & Specialties

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

Experience & Education

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

Susan Youngsman Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
LPL Financial Advisor at Susan Youngsman & Co
Title:
LPL Financial Advisor
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Susan Youngsman & Co LPL Financial Advisorsince Aug 2006
Full Profile

Dale Terwedo Seattle, WA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Financial Manager • Founding Member • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Advocate • Jurist • Legal Counsel • Advisor • Security • School Principal • School Administrator • Educational Manager • Customer Service • Client Service Officer

Experience & Education

Position:
Certified Financial Planner™ Professional and Founder at Terwedo Financial Services℠, LLC (Sole Prop...
Title:
CFP®, ChFC®, CLU®, ADPA
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Terwedo Financial Services℠, LLC - Edmonds, WACertified Financial Planner™ Professional and Foundersince Sep 1983Terwedo Financial Services℠, LLC Disclosuressince Sep 1983
Skills:
Financial Advisory, Tax, Customer Service, Time Management, Series 7, Asset Management, Portfolio...
Certifications:
Certified Financial Planner™ Professional, Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant®, The American College of Financial Services
Full Profile

Tom Argites Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Advisor at First Tech Credit Union
Location:
Greater Seattle Area
Industry:
Banking
Full Profile

Craig Horton Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Operations Manager • Philanthrope • Business Administrator • Tutor • Bachelor of Business Administration • Law Specialist • Lawyers • Computer Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Title:
Former attorney and financial advisor transitioning to the nonprofit community
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
JPMorgan Chase - Seattle, WashingtonV.P. Investments - Financial AdvisorFeb 2010 - Feb 2011Waddell & Reed Financial ConsultantMay 2009 - Nov 2009
Skills:
Insurance, Financial Planning, Retirement Planning, Investments, Banking, Annuities, Securities,...
Full Profile

Adam Bishop Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant with Axa Advisors at AXA Advisors
Title:
Helping individuals with financial planning, life insurance, and tax-efficient ways to save and reach future goals
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
AXA Advisors - BellevueFinancial Consultant with Axa Advisorssince Jan 2012Washington Federal Savings Marketing/Investor Relations DepartmentApr 2008 - Sep 2010
Skills:
Training, Insurance, Strategic Planning, Public Speaking, Problem Solving, Investments, Team Building
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Richard Rohde Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Board Member • Chief Executive Officer • Management Team Executive • Operations Manager • Corporate Executive • Chief Executive • Construction • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Managing Partner • Partner • Investor • Leader • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelors Degree • Builder • Construction Specialist • Construction Laborer • Construction Administrator • Construction Manager • School Administrator • Educational Manager

Experience & Education

Position:
Financial Consultant at Northwest Nest
Title:
Financial Reporting and Strategic Analysis
Location:
Greater Seattle Area
Industry:
Accounting
Work history:
Northwest Nest - West SeattleFinancial Consultantsince 2012Community Housing Opportunities (CHOC) - Davis, CaliforniaAssistant ControllerJul 2008 - Nov 2011
Full Profile

Jim Summers Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Representative • Advisor • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Corporate Executive • Operations Manager • Project Managers

Experience & Education

Position:
Consultant at Various, President/CEO-Real Estate and Financial Consultant at September Morn...
Title:
Consultant at
Location:
Greater Seattle Area
Industry:
Real Estate
Work history:
Various Consultantsince Jan 2000September Morn Corporation President/CEO-Real Estate and Financial Consultantsince Jan 1990
Skills:
Real Estate, Real Estate Economics, Real Estate Development, Real Estate Transactions, Corporate...
Full Profile

Dennis Klimes Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Marketing Director • Vice President • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant • Sports Trainers • Athletes

Experience & Education

Position:
Senior Vice President - Institutional Fixed Income Sales at Morgan Stanley Wealth Management
Title:
Senior Vice President, Financial Advisor
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Greater Seattle AreaSenior Vice President - Institutional Fixed Income Salessince 1994Kidder Peabody - Seatle, WAInvestment Executive - SalesApr 1992 - Dec 1994
Skills:
Series 7, Series 63, Series 65, Wealth Management, Retirement Planning, Asset Allocation, 401k...
Languages:
Spanish
Full Profile

Jameson Dowell Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service • Logistics Supply Chain Professional • Logistician

Experience & Education

Position:
Order Management Manager at Expeditors International
Location:
Greater Seattle Area
Industry:
Logistics and Supply Chain
Work history:
Expeditors International Order Management Managersince Dec 2006Waddell & Reed Financial AdvisorOct 2005 - Nov 2006
Full Profile

Gregory Hauth Seattle, WA

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 at Wells Fargo Advisors, LLC, Board Member at Save Our Communities
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Seattle, WAFinancial Advisorsince Aug 2011Save Our Communities Board Membersince 2000
Skills:
Financial Planning, Portfolio Management, Strategic Financial Planning, Investments, Investment...
Full Profile

Bob Allen Seattle, WA

Professions & Specialties

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

Experience & Education

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

Aaron Lee Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analyst • Apprentice • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Student Worker

Experience & Education

Position:
Financial/Pricing Analyst at FiberCloud
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
FiberCloud - Seattle, WAFinancial/Pricing Analystsince Oct 2010Edward Jones Financial Advisor ApprenticeJan 2010 - Jun 2010
Skills:
SaaS, Account Management, Process Improvement, Business Development, Project Management, Solution...
Full Profile

David Kroll Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Computer Network Professional • Network Administrator • Leader • Managers • Customer Service • Bookkeeper

Experience & Education

Position:
Global Account Executive at InterCall
Location:
Greater Seattle Area
Industry:
Telecommunications
Work history:
InterCall - Seattle, WAGlobal Account Executivesince Jan 2012New York Life Insurance Company Financial AdvisorFeb 2010 - Jan 2012
Skills:
Consultative Selling, Customer Relations, Account Management, Telecommunications, Unified...
Full Profile

Carlos Becker Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Loan Officers • Agent • Sales Representative • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company
Title:
Helping Families and Business Owners Protect Their Futures with Tax-Advantaged Planning
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - 10885 NE 4th Street, Suite 1400, Bellevue, WA 98004Financial Services Professionalsince Feb 2013AXA Advisors, LLC - 10500 NE 8th St, Bellevue WA 98004Financial Consultant2010 - Jan 2013
Full Profile

Renea Grogan Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personnel Specialist • Recruitment • Agent • Relationship Manager • Sales Representative • Account Service Manager • Client Service Officer • Moderator • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Recruitment Specialist at Expert Business Development
Location:
Greater Seattle Area
Industry:
Staffing and Recruiting
Work history:
Expert Business Development - United StatesRecruitment Specialistsince Aug 2011RJ and Makay Relationship ManagerAug 2005 - Oct 2012
..to setup appointments between the Financial Advisor and one of our clients
Full Profile

Randy Flicker Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services
Title:
Financial Advisor
Location:
Greater Seattle Area
Industry:
Marketing and Advertising
Work history:
Raymond James Financial Services Financial Advisorsince Feb 2011Raymond James Financial Services Financial Advisor2011 - 2011
Full Profile

Chad Scheib Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Greater Seattle Area
Industry:
Sports
Full Profile

Penney Young Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technician • Coordinator • Counselor • Technical Specialist • Technical Support Specialists • Managers • Advisor • Hospital Care Professional • Secretary • Health Professional • Health Practitioner • Psychology Specialist • Surgeon • Psychologist • Surgical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Treasurer • Financial Officer • Financial Manager

Experience & Education

Position:
Patient Access Technician at MultiCare Health System
Location:
Greater Seattle Area
Industry:
Hospital & Health Care
Work history:
MultiCare Health System - Covington Emergency RoomPatient Access Techniciansince Feb 2013Swedish Medical Center Financial CounselorJun 2001 - Nov 2012
Full Profile

Dave Andrews Seattle, WA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Banker • Mortgage Specialist • Loan Officers • Agent • Sales Representative • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Bachelor of Science • Information Technology Specialist • IT Specialist • Chief Executive • Project Managers

Experience & Education

Position:
Financial Services Professional / Agent at New York Life Insurance Company
Title:
Agent / Financial Services Professional/Agent at New York Life Insurance Company
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - 1201 Pacific Ave., Suite 1600, Tacoma, WA 98402Financial Services Professional / Agentsince Nov 2010Edward Jones Financial AdvisorNov 2009 - Sep 2010
Skills:
Insurance, Customer Service, Sales, Account Management, Sales Management, Marketing
Full Profile

Heather Krause Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Project Manager • Director • Produce Manager • Technology Manager • Chief Administrative Officer • Corporate Executive • Chief Executive • Operations Manager • Production Manager • Technical Managers • Project Managers • Engineering Manager • Project Engineer • Engineering Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Vice President-Financial Advisor, Krause & Thorpe Wealth Management Team at RBC...
Title:
Associate Vice President-Financial Advisor at RBC Wealth Management
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
RBC Wealth Management Associate Vice President-Financial Advisor, Krause & Thorpe Wealth Management Teamsince Dec 2012RBC Wealth Management - Seattle Area, Edmonds, WAFinancial Advisor, Krause & Thorpe Wealth Management TeamFeb 2011 - Dec 2012
Full Profile

Michael Sherrod Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Client Service Officer • Sales Representative • Drivers • Chief Administrative Officer • Chief Executive • Customer Service • Data Entry Specialist • Data Scientist

Experience & Education

Work

Company:
Robert half international
Ar credit and collection
Company:
Er solution inc - Renton, WA
Financial consultant
Full Profile

Nels Mattson Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trainer • Sales Manager

Experience & Education

Work

Company:
Google maps
Visual data specialist - new hire trainer - user engagement lead
Company:
Axa advisors - Bellevue, WA
Financial advisor

Skills

Instructional Design, Adult Education, Community Engagement, User Feedback, Database Analysis,...
Full Profile

Chris Balka Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Financial Advisor at CONCERT Wealth Management
Title:
Senior Vice President/Financial Advisor, Seattle
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
CONCERT Wealth Management - Seattle OfficeSenior Vice President, Financial Advisorsince May 2009Smith Barney / Citigroup Financial AdvisorMar 1994 - Apr 2009
Skills:
Wealth Management, Investment Strategies, Retirement Income, Stock Portfolios, Mutual Funds,...
Full Profile

Rachel Zdenek Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Administrative Associate • Barista • Volunteer • Business Administrator • Administrative Clerk • Clerical Specialist • Bartender • Non-Profit • Human Resources Specialist • Recruitment • Data Scientist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Student Worker • Operations Manager

Experience & Education

Position:
Financial Advisor at Prudential Financial
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
Prudential Financial - Bellevue, WAFinancial Advisorsince Mar 2013AXA Advisors - Bellevue, WAFinancial ConsultantMar 2012 - Mar 2013
Skills:
Customer Service, Data Entry, Outlook, Sales Support, Able To Multi-task, Team Management, Business ...
Full Profile

Emil Anderson Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Private Client Advisor at Chase Private Client
Title:
Financial Advisor at Chase Investment Services Corp
Location:
Greater Seattle Area
Industry:
Banking
Work history:
Chase Private Client Private Client Advisorsince Nov 2012Chase Investment ServicesInc - Greater Seattle AreaFinancial Advisor2010 - Nov 2012
Full Profile

Ed Mcavoy Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Logistician • Psychologist • Master of Public Administration • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Psychology Specialist

Experience & Education

Position:
Financial Advisor at U.S. Bancorp Investments Inc.
Title:
Financial Advisor
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
U.S. Bancorp Investments Inc. - washington peninsulaFinancial Advisorsince Jun 2013Heritage Consulting - kingston, washingtonOwnerMar 2002 - Dec 2010
Full Profile

Robert Gerth Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Financial Director • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Principal at Robert L Gerth, Financial Advisor
Title:
Principal at Business Advisers
Location:
Greater Seattle Area
Industry:
Management Consulting
Work history:
Robert L Gerth, Financial Advisor Principalsince Jun 2000Habitat for Humanity Seattle/SKC Financial AdvisorSep 2004 - Jul 2008
Full Profile

John Lafler Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Morgan Stanley Financial Advisor
Full Profile

Sturgis Robinson Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Non-Profit • Managers • Tour Guide • Master of Science • Operations Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Seattle, WAFinancial Advisorsince Sep 2012360 Consulting - Seattle, WA & greater Puget SoundConsultant2011 - 2012
Languages:
Turkish
Full Profile

Paul Menth Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investigator

Experience & Education

Work

Company:
Wells fargo
Global financial consultant
Company:
Hsbc global
Senior global aml terrorist financing investigator
Full Profile

Janice Mckenna Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Manager • Financial Officer • Programmer • Computer Programmer • Human Resources Specialist • Recruitment • Chief Accountant • Independent Business Owners • Account Manager • Contractor • Advisor

Experience & Education

Position:
Director of Finance and Administration at KUOW Public Radio
Location:
Greater Seattle Area
Industry:
Broadcast Media
Work history:
KUOW Public Radio - Greater Seattle AreaDirector of Finance and Administrationsince Mar 2012Self Employed Financial Consultant2011 - 2012
Full Profile

Ethan Kim Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Banc of America Investments
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Banc of America Investments Financial Advisor
Full Profile

Sandra Financial Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Security • Tour Guide • Master of Science • Mathematics • Mathematician • Senior Customer Service Representative • Client Service Officer • Customer Service • Higher Education Professional • School Administrator • Educational Manager • Jurist • Legal Counsel

Experience & Education

Position:
President/Financial Advisor/Certified IRA Specialist at 88 Prosperity Wealth Management/ Affiliated ...
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
88 Prosperity Wealth Management/ Affiliated with KMS Financial Servcies, Inc., member FINRA/SIPC. President/Financial Advisor/Certified IRA Specialistsince Sep 2005KMS Financial Services, Inc. Financial Advisor2005 - 2009
Skills:
Professional Money Management, Rollover IRAs, Lump Sum Distributions, SEP IRAs, Simple IRAs, Life...
Full Profile

Debbie Fox Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at MSSB
Location:
Greater Seattle Area
Industry:
Investment Banking
Work history:
MSSB Financial Advisor
Full Profile

John Power Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Construction Administrator • Construction Manager • Student Worker • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Member at Job Carr Museum Board, Member at Bellarmine Alumni Board
Title:
Financial Advisor
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Merrill Lynch - Tacoma WAFinancial Advisorsince 2012Job Carr Museum Board - TacomaMember
Languages:
English, Spanish, French
Full Profile

Bryan Copley Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founder • Founding Member • Chief Executive • Information Technology Specialist • IT Specialist • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, Founder at Real Estate Buyers Listing Service (REBLS)
Title:
Entrepreneur
Location:
Greater Seattle Area
Industry:
Information Technology and Services
Work history:
Wells Fargo Advisors Financial Advisorsince Apr 2013Real Estate Buyers Listing Service (REBLS) - Greater Seattle AreaFoundersince Jan 2008
Languages:
English, Spanish
Full Profile

Cory Shepherd Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Advisor • Security • Representative • Field Representative • Compliance Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Park Avenue Securities at Sound Financial Group
Title:
Advisor helping clients and other advisors achieve sufficiency and security
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Sound Financial Group - Greater Seattle AreaFinancial Advisor, Park Avenue Securitiessince Aug 2012MetLife Financial Services Financial Services Representative and Financial PlannerMay 2009 - Aug 2012
Full Profile

Brad Blind Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant
Location:
Greater Seattle Area
Industry:
Investment Management
Full Profile

Jacob Chow Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at The Pacific Financial Group, Inc
Location:
Greater Seattle Area
Industry:
Investment Management
Full Profile

Terry Thomason Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Us bank
Financial advisor
Full Profile

Chris Delaney Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Mass Mutual Financial Group
Title:
Financial Advisor at Massutual Financial Group
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Mass Mutual Financial Group - Greater Seattle AreaFinancial Advisorsince 2008
Skills:
Strategic Financial Planning, Investments, Retirement Planning, Life Insurance, Income Protection,...
Full Profile

Fnu Budiarto Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
Ocean inc
Server. hosting, cashier
Company:
Mlc insurance - Samarinda
Financial advisor
Full Profile

Willy Gevers Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Counselor • Recognition • Investor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Contractor • Independent Business Owners • Property Manager • Real Estate Manager • Sports Game Coach

Experience & Education

Position:
Financial Advisor & Principal at Gevers Wealth Management, LLC
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Gevers Wealth Management, LLC Financial Advisor & Principalsince Mar 2005Capital Planning Financial Advisor & PrincipalJul 1992 - Mar 2005
Skills:
Willy has helped many families to pursue successful retirements, grow their investments, and create ...
Full Profile

Barron Miller Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Investment Representative at Fidelity Investments
Title:
Investment Representative
Location:
Seattle, Washington
Industry:
Financial Services
Work history:
Fidelity Investments - Seattle, WaInvestment Representativesince Sep 2011Morgan Stanley Smith Barney Financial AdvisorJul 2010 - Jun 2011
Full Profile

Leah Baugh Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Finance and Accounting Specialist • Payroll Administrator • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Payroll Supervisor • Compensations and Benefits • Customer Relations

Experience & Education

Position:
Accredited Financial Counselor at Zeiders Enterprises, Inc., Bookkeeper at Eastern Industrial...
Title:
Accredited Financial Counselor at Zeiders Enterprises, Inc.
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Zeiders Enterprises, Inc. - Silverdale, WAAccredited Financial Counselorsince Aug 2012Eastern Industrial Maintenance, Inc Bookkeepersince Nov 2006
Certifications:
Accredited Financial Counselor, AFCPE
Full Profile

Jason Mckinney Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Organization Management • Managers • Sales Representative

Experience & Education

Position:
Wealth Manager & 401(k) Advisor at Integrity Financial Corporation
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Integrity Financial Corporation - 11130 NE 33rd Pl. Ste 120, Bellevue WA 98004Wealth Manager & 401(k) Advisorsince Jul 2011Morgan Stanley Smith Barney - Bellevue WAFinancial AdvisorJul 2010 - Jun 2011
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Winnie To Seattle, WA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Private Client Advisor at JP Morgan Securities LLC
Location:
Greater Seattle Area
Industry:
Investment Banking
Work history:
JP Morgan Securities LLC - United StatesVice President - Private Client Advisorsince Jan 2013Chase Investment Services Corp Vice President - Financial Advisor AssociateDec 2010 - Dec 2012
Skills:
Series 7, Series 66, Series 63, Retirement Planning, Wealth Management, Fixed Income, Asset...
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Bill Evans Seattle, WA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Associate Financial Advisor
Location:
Greater Seattle Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - RentonAssociate Financial Advisorsince May 2013
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