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Financial Consultants in Georgia

Financial Consultants in Suwanee, GA

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34 results found

Julie Shirey Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planner • Financial Management Analyst • Chief Executive Officer • Chairperson • Owner • Corporate Executive • Chief Executive • Human Resource Administrator • Human Resources Generalist • Human Resource Manager • Recruitment • Operations Manager • Financial Director • Financial Officer • Financial Manager • Animal Doctor • Animal Care Giver • Animal Caretaker • Investor • Office Runner • Analyst • Scuba Diver • Courier • Analysts • Diver • Farmer • Farmworker • Step Dancer • Dance Artist • Dancer • Jockey • Horse Racer • Racer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Business Administration • Paralegal • Litigation Support Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
General Manager at Iberia World Foods Corporation
Location:
Greater Atlanta Area
Industry:
Executive Office
Work history:
Iberia World Foods Corporation General Managersince Mar 2013Mayzo - Suwanee, GAHuman Resource Administrator & Personal Financial AdvisorOct 2011 - Dec 2011
Full Profile

Deby Mize Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Production Manager • Chief Executive • Financial Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Title:
Experienced Global Sourcing Manager seeking new opportunity
Location:
Suwanee, Georgia
Industry:
Textiles
Work history:
Morgan Stanley Smith Barney Wealth Manager2008 - 2010Carter's Sourcing ManagerOct 2001 - Jun 2008
Financial Advisor applying holistic approach worki..
Full Profile

Chip White Atlanta, GA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Atlanta Wealth Partners, LLC
Title:
Financial Advisor of Atlanta Wealth Partners, LLC through Raymond James Financial Services, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Atlanta Wealth Partners, LLC - 1325 Satellite Blvd. NW, Suite 1502, Suwanee, GA 30024Financial Advisorsince Jun 2010Merrill Lynch Senior Financial AdvisorMay 2001 - Jun 2010
Skills:
401k, Wealth Management, Series 7, Retirement, Retirement Planning, Securities, Financial Advisory, ...
Full Profile

Ken Middlebrooks Suwanee, GA

Professions & Specialties

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

Experience & Education

Title:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Suwanee, Georgia
Industry:
Financial Services
Work history:
LPL Financial - Bradenton, FloridaWealth AdvisorDec 2007 - May 2012Merrill Lynch - Bradenton, FloridaFinancial AdvisorDec 2004 - Dec 2007
Full Profile

Barry Phillips Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Bachelor of Arts • Management Team Executive • Operations Manager • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Csna, merrill lynch - Alpharetta, GA
Financial advisor
Company:
Private law practice - New York, NY
Successfully tried numerous cases through verdict as lead counsel
Full Profile

Bridget Ghant Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Associate • Coordinator • Managers • Chief Executive Officer • Project Managers • Corporate Executive • Chief Executive • Independent Business Owners • Speaker • Business Administrator • Office Clerk • Clerical Specialist • Spokesperson • Representative • Bachelor of Business Administration • Hospital Care Professional • Health Professional • Health Practitioner • Paralegal • IT Analyst

Experience & Education

Position:
Centralized Team Lead at PNC Investments
Title:
"Brie"
Location:
Suwanee, Georgia
Industry:
Financial Services
Work history:
PNC Investments Centralized Team Leadsince 2012Morgan Stanley Smith Barney Registered Operations AssociateApr 2008 - Aug 2012
Full Profile

Michael Mcfarland Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/Director of Investment Services & Planning at GrandView Strategic Partners
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
GrandView Strategic Partners - Suwanee, GACEO/Director of Investment Services & Planningsince Sep 2008Raymond James & Associates, Inc Financial Advisor2001 - 2004
Skills:
Financial Planning, Investments, Retirement Planning, Wealth Management, Portfolio Management,...
Full Profile

Matt Craig Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Operations Manager • Logistician • Sales Person • Sales Representative • Bachelor of Science • Business Administrator • Managers

Experience & Education

Position:
Owner/President at MAC Deli Provisions LLC.
Location:
Greater Atlanta Area
Industry:
Food & Beverages
Work history:
MAC Deli Provisions LLC. - Mableton, GaOwner/Presidentsince Jan 2013The Espey Financial Group - Johns Creek, GaFinancial AdvisorOct 2011 - Jan 2013
Full Profile

Mark Baker Atlanta, GA

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 • Founder • Owner • Marketing Manager • Founding Member • Chief Executive

Experience & Education

Position:
Financial Advisor, Branch Manager at Atlanta Wealth Partners, LLC
Title:
Financial Advisor, Branch Manager at Atlanta Wealth Partners, LLC through Raymond James Financial Services, Inc.
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Atlanta Wealth Partners, LLC - 1325 Satellite Blvd. NW, Suite 1502, Suwanee, GA 30024Financial Advisor, Branch Managersince Jun 2010Merrill Lynch Financial Advisor2004 - 2010
Full Profile

Mahesh Sachdeva Suwanee, GA

Professions & Specialties

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

Experience & Education

Work

Company:
H & r block
Master tax advisor, enrolled agent, office leader
Company:
H&r block financial advisors - Dunwoody, GA
Professional edge financial advisor, investment tax advisor

Skills

Business Development, Logistics and Supply Chain Management, Project Management, Tax Planning,...
Full Profile

Kwok Wong Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist • Manager • Operations Manager • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Investigator

Experience & Education

Work

Company:
Hewlett law firm
Paralegal/case manager/investigator
Company:
Ameriprise financial - Memphis, TN
Financial advisor assistant

Skills

Bilingual (Chinese/Cantonese), Legal Research, Case Management, Administration, Inventory...
Full Profile

Kimberly Soares Suwanee, GA

Professions & Specialties

Financial Consultant • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Peachford behavioral hospital
Financial counselor/managed care collector
Company:
American income life
Life insurance agent/recruiter
Full Profile

Veronica Conti Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Director of Operations • Project Managers • Operations Manager

Experience & Education

Work

Company:
Axa advisors
Financial advisor/wealth management
Company:
Boyd law group, llc - Atlanta, GA
Director of operations

Skills

Series 7, Life and Health Insurance License, Variable Products, Defined Benefit Plans
Full Profile

Kimberley Terry Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Supporting Member • Administrative Clerk • Clerical Specialist • Team Member

Experience & Education

Work

Company:
North central bronx hospital - Bronx, NY
Financial counselor - ambulatory care
Company:
Emergency department
Clerical associate ii
Full Profile

Karol Mcclure Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Managers • Accounts Payable Clerk • Accounts Receivable Clerk • Accounts Receivables Specialist • Accounts Receivable • Operations Manager

Experience & Education

Work

Company:
Jerry nutt & associates
Office manager
Company:
Medco at gwinnett medical - Lawrenceville, GA
Financial counselor
Full Profile

Erryn Jones Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Editor • News Anchor • Commercial Announcer • Presenter • Customer Service • Client Service Officer

Experience & Education

Work

Company:
Clear channel communications, inc
Traffic editor/anchor
Company:
Jp morgan chase - Duluth, GA
Customer service financial advisor
Full Profile

Ryan Cushman Atlanta, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Banker • Representative • Customer Service • Client Service Officer • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Director of Operations • Technical Support Specialist • Systems Support Specialist • Support Specialists • Non-Profit • Sales Engineer • Project Managers • Market Research Analyst • Student Worker

Experience & Education

Position:
Account Services Representative at The Dow Chemical Company
Location:
Greater Atlanta Area
Industry:
Chemicals
Work history:
The Dow Chemical Company - Marietta, GAAccount Services Representativesince Feb 2011N4D, LLC. - Suwanee, GAOperations ManagerNov 2009 - Jan 2011
Skills:
Vendor Relations, Planning, Customer Focus, Supply Chain Management, Order Management, SAP, Account ...
Languages:
Ukrainian, Russian
Financial Advisor Assistant
Full Profile

Adrian Peele Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Professional • Advertising Sales Agent • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Certified Nurse Aide • Nurse • Nurse Practitioner • Psychology Specialist • Non-Profit • Physical Education Professor • Physical Education Professors • Psychologist

Experience & Education

Position:
Owner at Exclusive Mobile Detailing
Title:
Sales / Management at Exclusive Mobile Detailing
Location:
Suwanee, Georgia
Industry:
Financial Services
Work history:
Exclusive Mobile Detailing - Suwanee GaOwnersince Apr 20093-Mentors Inc - Suwanee GaMarketing SpecialistApr 2012 - Oct 2012
Skills:
CRM, Credit, Banking, Loans, Commercial Banking, Business Development
Financial Advisor Magazine
Full Profile

Jason Atha Atlanta, GA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Territory Sales Manager • Board Member • Chairperson • Region Manager • Management Team Executive • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Business Unit Manager • Business Administration Specialist • Team Member

Experience & Education

Position:
District Sales Manager at Payscape Advisors, Board Member & Sponsorship Chair at Georgia Tech...
Title:
District Sales Manager at Payscape Advisors
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Payscape Advisors - Suwanee, GADistrict Sales Managersince Mar 2011Georgia Tech Business Network - Atlanta, GABoard Member & Sponsorship Chairsince Jul 2011
Financial Consultant / Investment Associate at Sal..
Full Profile

Ryan Miller Suwanee, GA

Professions & Specialties

Financial Services Sales Agent • Apprentice • Organization Management • Branch Manager • Field Marketing Specialist • Marketing Administrator • Retail Professional • Retail Salesperson • Student Worker • Operations Manager • Marketing Manager • Coordinator • Business Administrator • Managers • Sales and Service Specialist • Regional Sales Consultant • Sales Representative • Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service

Experience & Education

Position:
Part-Time Business Intern at McKendree United Methodist Church
Title:
Student
Location:
Suwanee, Georgia
Industry:
Nonprofit Organization Management
Work history:
McKendree United Methodist Church Part-Time Business Internsince Jan 2013Wells Fargo Bank –Stone Mountain - Stone Mountain, GeorgiaBranch ManagerSep 2010 - Jun 2012
Financial Advisor at Merrill Lynch
Full Profile

Steven Mitchell Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Chief Executive • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Instructor • Pedagogue • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Pga golf professional
Career summary
Company:
Polo golf & country club - Cumming, GA
Pga director of instruction

Skills

Operations Management: Numerous years of experience managing and assisting golf operations,...
Full Profile

Michael Stoker Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Auditor • Project Manager • Business Analyst • Analyst • Analysts • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Operations Manager • Project Managers

Experience & Education

Position:
Controller at MNdustries, Inc,
Title:
CPA
Location:
Greater Atlanta Area
Industry:
Accounting
Work history:
MNdustries, Inc, - Suwanee, GAControllersince Jan 2011Intralot Controller, US Corporate OfficeAug 2007 - Mar 2010
Full Profile

Tom Donovan Suwanee, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Analyst • Business Intelligence Professional • Analysts • Business Consultant • Advisor • Business Administrator • Bachelor of Arts • Network Systems Administrator • Computer Network Professional • Network Administrator • Accounting Analyst • School Administrator • Educational Manager

Experience & Education

Work

Company:
Integrated media company
Director, analytics & strategic planning
Company:
Abbott vascular - Alpharetta, GA
Strategic planning analyst, commercial operations

Skills

Web analytics, MS Office, Adobe SiteCatalyst, Oracle, MicroStrategy, Cognos, Sharepoint, Hyperion...
Full Profile

Bradley Campbell Suwanee, GA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Bachelor of Science • Psychologist • Accounting Bookkeeper • Bookkeeper • Advisor • Psychology Specialist

Experience & Education

Work

Company:
Wells fargo
Regional bank private banker
Company:
Wachovia/wells fargo
Licensed personal banker 2

Skills

series 7 and 66 licensed
Full Profile

Tom Donovan Suwanee, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Analyst • Analysts • Business Administrator • Bachelor of Arts • School Administrator • Educational Manager

Experience & Education

Work

Company:
Name withheld
Director, business analytics
Company:
Abbott vascular - Alpharetta, GA
Strategic planning analyst, commercial operations
Full Profile

Robbie Weiss Suwanee, GA

Professions & Specialties

Trader • Equity Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Assistant Coach • Sports Game Coach • Bachelor of Arts • Team Member • Operations Manager

Experience & Education

Work

Company:
Stock
Options and futures trader
Company:
Opus atlanta - Atlanta, GA
Equity trader

Skills

Incredibly passionate about the markets and trading. Focused, determined, team player and a...
Full Profile

Bettina Hamilton Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Supervisor • Analyst • Business Administrator • Analysts • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Northside behavioral health - Atlanta, GA
Business coordinator
Company:
Gwinnett health system
Full Profile

Deborah Lengsavath Suwanee, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Data Typist • Computer Operator Specialist • Manager • Operations Manager • Client Service Officer • Data Entry Specialist • Data Scientist • Bachelor of Arts • Educator • Education Professional • Instructor

Experience & Education

Work

Company:
Victory world church
Data entry clerk
Company:
Postnet - Dunwoody, GA
Manager
Full Profile

George Johnson Suwanee, GA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Sales Manager

Experience & Education

Work

Company:
Wells fargo bank - Lilburn, GA
Personal banker ii
Company:
Wells fargo bank - Atlanta, GA
Store manager
Full Profile

Steven Abrams Suwanee, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Territory Sales Manager • Operations Manager • Director of Operations • Region Manager • Area Manager • Managers • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Work

Company:
North american cast iron products - Atlanta, GA
Territory sales manager and operations manager
Company:
C3 communications, llc - Suwanee, GA
Senior vice-president
Full Profile

Robert Braithwaite Suwanee, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Marketing Professional • Advertising Sales Agent • Counselor • Advisor • Sales Person • Sales Representative

Experience & Education

Work

Company:
Braithwaite agency
Insurance agent
Company:
Cotton state insurance - Alpharetta, GA
Insurance agent
Full Profile

Denise Smith Suwanee, GA

Professions & Specialties

Financial Consultant • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Oasis outsourcing - Atlanta, GA
Field benefit enrollment specialist
Company:
Paychex - Atlanta, GA
Benefit enrollment specialist

Skills

HRIS, CRM, Account Managment, Group Benefits, Microsoft Outlook,Word,Powerpoint and Excel
Full Profile

Sachin Sahu New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Business Intelligence Professional • Analysts • Advisor • Business Consultant • ETL Consultant • Information Technology Specialist • Database Administrator • IT Specialist • Manager • Operations Manager • Service Operations Expert • Computer Scientists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business & Technical System Analyst Lead, Sr DW/ETL Consultant at Prudential Financial, Senior...
Title:
Business & Technical System Analyst Lead, Sr DW/ETL Consultant at Prudential Financial
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Prudential Financial - Roseland, NJBusiness & Technical System Analyst Lead, Sr DW/ETL Consultantsince Feb 2013GRMI - Suwanee, GASenior DW/ETL Consultantsince Jun 2009
Languages:
English, Hindi
..a new aggregated FACT table for Financial Advisor History data to provide better i..
Full Profile

Andrew Rader Glen Mills, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Director • Manager • Section Manager • Supporting Member • Counselor • Business Administrator • Managers • Team Member • Advisor • Underwriter • Master of Science • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Operations Manager - Northeast Auto Underwriting at State Farm Insurance
Location:
United States
Industry:
Insurance
Work history:
State Farm Insurance - Glen Mills, PAOperations Manager - Northeast Auto Underwritingsince Jun 2012State Farm Insurance - Bloomington, ILDirector - Enterprise ServicesAug 2011 - Jun 2012
Certifications:
Chartered Property Casualty Underwriter, AICPCU
Chartered Life Underwriter, The American College
Full Profile

Financial Consultants near Suwanee, GA07471,4942,2412,9883,735AtlantaAlpharettaDuluthLawrencevilleNorcrossRoswellDecaturLithoniaStone MountainCumming


Financial Consultants around Suwanee, GA

Alpharetta  (186)
Atlanta  (3,732)
Auburn  (5)
Braselton  (2)
Buford  (30)
Clarkston  (1)
Conyers  (25)
Cumming  (33)
Dacula  (11)
Decatur  (43)
Duluth  (63)
Gainesville  (16)
Grayson  (9)
Hoschton  (2)
Lawrenceville  (61)
Lilburn  (7)
Lithonia  (37)
Loganville  (15)
Norcross  (59)
Roswell  (56)
Scottdale  (1)
Tucker  (19)

Financial Consultants in Georgia

Sub-specializations

Financial Consultant  (34)