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Financial Consultants in Summerville, SC

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28 results found

Johnson Thomas Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales RepresentativeSales AgentClient Service OfficerTeam MemberBusiness AdministratorCustomer ServiceOperations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Summerville, South Carolina
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2010United Parcel Service Sales RepresentativeJul 2008 - Jun 2010

Aaron Bouronich Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBaseball CoachSports Game CoachOffice AssistantOffice ClerkClerical SpecialistBachelor of ScienceStudent Worker

Experience & Education

Work

Company:
Asbury st. james united methodist church
Finance committee member
Company:
Oak capital management
Financial advisor

J. Usry Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTellerCorporalMaster of Business AdministrationBachelor of ScienceBusiness AdministratorChief ExecutiveManagement Team ExecutiveOperations Manager

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
Merrill lynch
Financial advisor

Jermaine Reece Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveOffice AssistantOffice ClerkClerical SpecialistMarketing ManagerOperations ManagerBusiness AdministratorDruggistPharmacistWeb MarketerField Marketing SpecialistMarketing AdministratorGraphic Designer

Experience & Education

Work

Company:
Medical university of south carolina- revenue cycle department
Lead financial counselor/ administrative liaison
Company:
Jta management, inc. - Summerville, SC
Executive assistant

Skills

OSHA, HIPAA, JCAHO, Keane EZ Access, Keane(Patcom Plus), Centricity IDX-Flowcast, PICIS, CPT/ICD-9...

Jermaine Reece Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantCoordinatorOffice ClerkClerical SpecialistManagersBusiness AdministratorPartnerMarketing ManagerOperations ManagerDirector of OperationsChief ExecutiveMarketing AdministratorBranch ManagerWeb MarketerField Marketing SpecialistBachelors in Business AdministrationDruggistPharmacistMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportPhotographerWebsite Developer

Experience & Education

Work

Company:
Heart of the matter ministries
Business office manager
Company:
Medical university of south carolina - Charleston, SC
Revenue cycle coordinator & financial counselor

Skills

EPIC, Microsoft Suite, CPT/ICD-9 & 10 codes, Accounting Principles, Excel 101 & 102,...

Kyle Cooper Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales Representative

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
Slumberland furniture - Grand Forks, ND
Sales consultant

Skills

Project management, leadership, creative thinking, public speaking, process improvement,...

Courtney Horry Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Roper saint francis healthcare
Financial counselor
Company:
Odyssey hospice
Site revenue coordinator

Lynette Thomas Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersComputational ScientistComputer ScientistsReal Estate ManagerOperations Manager

Experience & Education

Work

Company:
Roper st francis hospital
Financial counselor
Company:
Trident medical center - North Charleston, SC
Supervisor

Ed Brailsford Summerville, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManaging PartnerChairpersonPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerGeneral and Operations ManagerDirector of OperationsCommunity HealthLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales AgentSales RepresentativeInvestorBusiness AdministratorManagersBachelor of ScienceInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Managing Partner at Callie Group, LP, President at The Moultrie Company, LLC, President at...
Title:
Managing Partner at Callie Group, LP
Location:
Summerville, South Carolina
Industry:
Financial Services
Work history:
Callie Group, LP - Summerville, SCManaging Partnersince May 2011The Moultrie Company, LLC Presidentsince Dec 2002
Languages:
English, Spanish
Financial Advisor at Wells Fargo Financial

Reeve Conover Charleston, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFiduciaryTrust Law AttorneyLawyersCounselorAdvisorChairpersonChief ExecutiveCoordinatorManagersChairman of the BoardSales ManagerSales DirectorInstructorPedagogueSales Account AssociateSales ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRecruitment

Experience & Education

Position:
Accredited Investment Fiduciary at Conover Consulting, Mentor at SCORE Coastal Chapter 285,...
Title:
Accredited Investment Fiduciary at Conover Consulting
Location:
Charleston, South Carolina Area
Industry:
Insurance
Work history:
Conover Consulting Accredited Investment Fiduciarysince Apr 2011SCORE Coastal Chapter 285 - Summerville SCMentorsince Jan 2010
Skills:
401k, Dental, Insurance, Employee Benefits, Health Insurance, Long Term Care, Retirement Planning,...
Certifications:
Accredited Investment Fiduciary, Fi360
Financial Advisor and RIA Practice Management Grou..

James Cummings Summerville, SC

Professions & Specialties

Chief Executive OfficerCorporate ExecutiveChief Executive

Experience & Education

Work

Company:
Intown suites
General manager
Company:
Health first - North Charleston, SC
Business development

Timothy Callanan Charleston, SC

Professions & Specialties

CounselorConstructionAdvisorChairpersonBoard MemberChief ExecutiveManagement Team ExecutiveOperations Manager

Experience & Education

Position:
New Home Consultant at Lennar, County Councilman at Berkeley County Government
Title:
New Home Consultant at Lennar
Location:
Charleston, South Carolina Area
Industry:
Construction
Work history:
Lennar - Summerville, SCNew Home Consultantsince Apr 2013Berkeley County Government - Berkeley County, SCCounty Councilmansince Jun 2007
Skills:
Real Estate, Marketing, Business Planning, Contract Negotiation, Residential Homes, Investments,...
Financial Advisor Magazine

Maggie Rowe Summerville, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOffice AssistantCertified Professional CoderSupervisorLeaderOffice ClerkClerical SpecialistManagersSecretaryUnderwriting ManagerInsurance ProfessionalUnderwriterBilling RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Patientone medical center, llc
Billing office manager/cpc/assistant office manager
Company:
Tidewater surgical group, pa - N Charleston, SC
Billing office manager/cpc/front desk supervisor

John Creech Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInside Sales RepresentativeSales EngineerSales RepresentativeManagerOperations ManagerLeaderBusiness AdministratorManagersMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Trelleborg sealing solutions inc
Inside sales representative / sales engineer
Company:
Trelleborg sealing solutions inc - North Charleston, SC
Application engineer

Skills

Inventory Management, Customer Service, Sales, Marketing, LEAN, Process Improvement, JDE,PPAP,...

Michael O'keefe Summerville, SC

Professions & Specialties

Line CookCooksShort Order CookSite LeadConstruction SpecialistConstruction LaborerDirector of Environmental ServicesOperations Manager

Experience & Education

Work

Company:
Food for the southern soul
In house line cook / off site lead cook
Company:
Hospital housekeeping systems - Charleston, SC
Assistant director of environmental services

Richmond Smith Summerville, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveSupervisorManagers

Experience & Education

Work

Company:
Intown suites
General manager
Company:
Health first - North Charleston, SC
Business development

Jason Kane Summerville, SC

Professions & Specialties

Assistant Vice PresidentVice PresidentChief ExecutiveCounselorAdvisorCustomer Service

Experience & Education

Work

Company:
American bar association retirement funds - Summerville, SC
Assistant vice president sales
Company:
Lpl financial svcs - Charlotte, NC
Retirement consultant

Dan O'neal Summerville, SC

Professions & Specialties

Financial Services Sales AgentTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerPilotAir Transportation Worker

Experience & Education

Work

Company:
Chick-fil-a
New market training specialist
Company:
Chick-fil-a
General manager

Maggie Rowe Summerville, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Professional CoderOffice AssistantOffice ClerkClerical SpecialistPosting ClerkBillerSecretaryCoordinatorManagersBilling CoordinatorBilling RepresentativeInsurance CoordinatorUnderwriting ManagerInsurance ProfessionalUnderwriterOperations Manager

Experience & Education

Work

Company:
Concentra urgent care
Lead billing specialist/cpc
Company:
Concentra urgent care - N Charleston, SC
Billing office manager/cpc/assistant office manager

Nicholette Indovino Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerOffice AssistantResidence Life CoordinatorOffice ClerkClerical SpecialistResidential AdvisorsBachelor of SciencePsychologistSecretaryPsychology Specialist

Experience & Education

Work

Company:
Aflac group
Account manager i
Company:
Aflac group
Lead account service specialist

Juanita Jefferson Summerville, SC

Professions & Specialties

Credit ManagerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersControllerSecretaryPractice ManagerHealth Services ManagerBillerFile KeeperFront Office ReceptionistReceptionistClerical Specialist

Experience & Education

Work

Company:
New bethel sounds of praise church
Controller (finance secretary)
Company:
New bethel sounds of praise church - Kingstree, SC
Practice manager

Kenneth Every-andrews Summerville, SC

Professions & Specialties

RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Allstate financial services, inc
Personal financial representative
Company:
Cmm financial services, inc
President and independent insurance agent

Kenneth Every-andrews Summerville, SC

Professions & Specialties

RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Allstate financial services, inc
Personal financial representative
Company:
Cmm financial services, inc
President and independent insurance agent

William Murphy, Summerville, SC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentRepresentativeOperations Manager

Experience & Education

Work

Company:
National federation of independent business - Nashville, TN
Marketing sales representative, nyc
Company:
Distinguished men entertainment group, llc - New York, NY
Senior marketing/sales representative

Amber Jones Summerville, SC

Professions & Specialties

CollectorRepossessorCollections SpecialistFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeReceptionistFront Desk ClerkManagersFront Office ReceptionistManagerOperations ManagerCustomer Service

Experience & Education

Work

Company:
Lowcountry credit - Ladson, SC
Collection representative
Company:
Iqor - North Charleston, SC
Collection agent

Cathy Reeve Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDirectorOperations ManagerBusiness AdministratorHealth Services DirectorHigh School DiplomaPersonnel SpecialistRecruitment

Experience & Education

Work

Company:
The facial surgery center
Client service consultant
Company:
Charleston hematology oncology associates
Human resource director

Geornes Johnson Summerville, SC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystTechnicianAnalystsTechnical SpecialistTechnical Support SpecialistsManagersBachelor of Science

Experience & Education

Work

Company:
Medical university hospital authority
Operation analyst
Company:
Medical university hospital authority - Charleston, SC
Fiscal technician ii

Michele Cobb Summerville, SC

Professions & Specialties

Customer ServiceClient Service OfficerContractorAdministrative AssociateAdministrative ClerkClerical SpecialistPayroll AdministratorIndependent Business OwnersPayroll SupervisorCompensations and Benefits

Experience & Education

Work

Company:
Stg, inc - N Charleston, SC
Contractor
Company:
Williams tax & accounting - Summerville, SC
Payroll administrator/administrative assistant


Financial Consultants near Summerville, SC085170255340425CharlestonMount PleasantBeaufortMoncks CornerJohns IslandLadsonIsle of PalmsSmoaksSullivans IslandWalterboro



Financial Consultants around Summerville, SC

Beaufort  (10)
Charleston  (425)
Johns Island  (2)
Ladson  (2)
Smoaks  (1)

Financial Consultants in South Carolina

Sub-specializations

Financial Consultant  (28)