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Financial Consultants in Tacoma, WA

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75 results found

Paul Wood Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCommanderRecruitmentHostChief Administrative OfficerChief ExecutiveAdvertising ProfessionalAdvertising Sales AgentMaster of ScienceBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Tacoma, Washington
Industry:
Investment Management
Work history:
Morgan Stanley - Tacoma, WAFinancial Advisorsince Oct 2011United States Army Cadet Command - Joint Base Lewis-McChordDeputy Commanding OfficerAug 2010 - Oct 2011

Jessie Haynes Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGeneralistHuman Resources GeneralistHuman Resources SpecialistHuman Resource ManagerRecruitmentPartnerChief Administrative OfficerDirectorChief Executive OfficerManagerChief ExecutiveOperations ManagerCorporate ExecutiveCustomer ServiceClient Service OfficerPsychologistPsychology SpecialistDepartment Store SalespersonRetail ProfessionalRetail SalespersonPhysical TherapistsNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorAccounting BookkeeperBookkeeperLogistician

Experience & Education

Position:
Human Resource Generalist at Boeing Commercial Airplanes, Human Resource Generalist at Boeing...
Title:
Human Resource Generalist at Boeing Commercial Airplanes
Location:
Tacoma, Washington
Industry:
Aviation & Aerospace
Work history:
Boeing Commercial Airplanes - Auburn, WashingtonHuman Resource Generalistsince Aug 2012Boeing (Volt) Human Resource Generalistsince Aug 2012

Cherie Harrod Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSales RepresentativeSales AgentVice President of OperationsProject ManagersOperations ManagerVice PresidentChief Executive

Experience & Education

Work

Company:
Allstate financial services llc
Financial personal representative
Company:
Edward jones investments
Financial advisor

Emma Sherman Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Pacific nw fertility
Patient financial counselor
Company:
Co-sales nw
Special project assistant

John Pea Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAuditorManagerChief ExecutiveOperations ManagerBachelor of Business Administration

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
Pena accounting & tax services

Victoria Mason Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance agent

Experience & Education

Work

Company:
Self employed
Independent insurance agent
Company:
Charles schwab
Financial consultant

William Connor Tacoma, WA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Homestead loans
Loan officer
Company:
S.c. financial
Financial advisor

Rick Gray Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Tacoma, Washington
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2003

Dean Matz Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Tacoma, Washington
Industry:
Financial Services
Work history:
Ameriprise Financial - Tacoma, WashingtonFinancial Advisorsince Nov 1996

Stephen Bowden Lakewood, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitMaster of ScienceSales Representative

Experience & Education

Position:
Investment Executive - Independent Investment Advisor- Wealth Manager at Stephen Bowden Investments
Location:
Lakewood, Washington
Industry:
Financial Services
Work history:
Stephen Bowden Investments - Lakewood, WAInvestment Executive - Independent Investment Advisor- Wealth Managersince Jan 2011British-American Business Council of the Pacific Northwest - Lakewood, WAExecutive Director South SoundSep 2001 - Dec 2011
Skills:
Investments, Wealth Management, Retirement Planning, Fixed Annuities, Series 7, Financial Advisory, ...

Mark Haller Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerVice President of MarketingVice PresidentChief ExecutivePsychologistTour GuideSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
Columbia river advisors
Financial advisor | ria principal
Company:
Financial advocates - Olympia, WA
V.p. business development

Skills

Business Development - attracting targeted individuals and organizations through marketing...

Ashley Densmore Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateCashierSales ExecutiveSupporting MemberTeam MemberSales Manager

Experience & Education

Work

Company:
Wal- mart supercenter
Deli sales associate
Company:
The frankfurter - Seattle, WA
Cashier/sales associate

John Pena Gig Harbor, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorAdvisorVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEducational Manager

Experience & Education

Position:
Financial Solutions Advisor/ Asist. VP at Merrill Edge
Location:
Gig Harbor, Washington
Industry:
Financial Services
Work history:
Merrill Edge - Twin Lakes Banking Center- 2100 SW 336th, Federal Way, WA 98023Financial Solutions Advisor/ Asist. VPsince Aug 2012Edward Jones - Federal Way, WAFinancial AdvisorJul 2009 - Nov 2011

Jeremy Ashurst Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorVice PresidentManagerShop ManagerMarketing ManagerChief ExecutiveOperations ManagerSales Manager

Experience & Education

Work

Company:
Us bank
Branch manager 4
Company:
Wells fargo bank - Grass Valley, CA
Vp/store manager 3

Skills

Series 7 and 66 Licensed, December 2008

Mariea Johnson Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistSupervisorAssistant to the PresidentAnalystPublishing ProfessionalManagersAdministrative AssociateAdministrative ClerkAnalystsVice President of SalesVice PresidentFinancial DirectorFleet ManagerSales ManagerChief ExecutiveFinancial OfficerFinancial ManagerTransportation ManagerLogistics ManagerDatabase DeveloperSoftware DeveloperSoftware DevelopersNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorLogistician

Experience & Education

Work

Company:
Acme wine company - Tacoma, WA
Office manager
Company:
Copiers northwest - Seattle, WA
Executive assistant

Skills

C#, Crystal Reports, MS Access, MS InfoPath, MS Office, MS Project, MS Publisher, MS SharePoint, MS ...

Bruce Cltc Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive

Experience & Education

Work

Company:
Freedom financial & insurance services, inc.
President
Company:
Prudential financial - Tacoma, WA
Insurance agent and financial advisor

Skills

Sales communication, product training, information clarification, computer utilization, motivation...

Janet Anderson Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Tacoma, Washington
Industry:
Financial Services
Work history:
Ameriprise Financial - 2702 South 42nd Street., STE 204., Tacoma, WA 98409Financial Advisorsince Feb 1988

Miaoling Kong Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of AccountingApprenticeStudent Worker

Experience & Education

Work

Company:
China securities inc
Financial advisor
Company:
Microsoft
Accounting intern

Skills

Software: Quick Books, Tax Wise, ERP, Microsoft Word, Excel, PowerPoint ...

Patrick Harrison Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorBachelor of Business Administration

Experience & Education

Work

Company:
Cfs, lp - Tacoma, WA
Financial advisor
Company:
Ambrose magnetics - Portland, OR
Vice president, business development

Skills

Series 6, Series 7, Series 63, Series 66, Life Insurance License

Hanhong Wang Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeLeaderManagersCashierStudent Worker

Experience & Education

Work

Company:
Agricultural bank of china - Guiyang, CN
Personal financial consultant intern
Company:
Kfc - Chengdu, CN
Kitchen leader and cashier (part-time)

Skills

Microsoft Office Word, Excel, PowerPoint; STATA

Ophelia Xavier Tacoma, WA

Professions & Specialties

Financial ConsultantCollections SpecialistCollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Swedish medical group - Seattle, WA
Financial counselor
Company:
Providence health & services - Renton, WA
Collections specialist

Michael Kuehner Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersManagerOperations ManagerMarketing ManagerManagersField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Bank of america
Manager of the customer assistance center
Company:
Kastle investments l.l.c
Financial advisor

Matt Weber Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerLoan OfficersAccounting ClerkAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerBusiness AdministratorAdvisorBachelor of ScienceFinancial ManagerOperations ManagerCustomer Service

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Northwest commercial bank
Staff accountant

Skills

Series 7 and 66 License, NMLS #, completed Safe Act, Washington State Life and Disability License. ...

Hans Eyman Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperTax ConsultantTax Accountant

Experience & Education

Work

Company:
Hans eyman and associates
Bookkeeper and financial consultant
Company:
H&r block - Littleton, CO
Tax consultant

Rex Niblack Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberSupervisorTeam MemberManagers

Experience & Education

Work

Company:
First command financial services
Associate financial advisor
Company:
Xerox
Supervisor

Rocky Chopra Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderRepresentativeManagersBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing Manager

Experience & Education

Work

Company:
Country
Financial representative
Company:
Branch manager/ financial advisor

Salene Rice Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSales PersonSales Representative

Experience & Education

Work

Company:
Boeing employees credit union
Member consultant
Company:
Harborstone credit union - Lakewood, WA
Financial advisor sales assistant

Daniel Smith Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonPartnerChief ExecutiveCounselorAdvisorAccount Service ManagerAgentClient Service OfficerSales RepresentativeBachelor of Business AdministrationMaster of Business AdministrationCustomer ServiceFounderFounding MemberFinancial OfficerFinancial ManagerOperations ManagerBusiness AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Pacific Lutheran University Business Network - PLUBN, Employee Benefits Consultant/...
Title:
President at Pacific Lutheran University Business Network - PLUBN
Location:
Tacoma, Washington
Industry:
Insurance
Work history:
Pacific Lutheran University Business Network - PLUBN - TacomaPresidentsince Jun 2012Brown & Brown - Tacoma, WAEmployee Benefits Consultant/ Account Executivesince 2011
Skills:
Employee Benefits, Group Medical, Health Insurance, Health, Insurance, Investments, Group Benefits, ...
Partner and Financial Advisor

Justin Nohrenberg Tacoma, WA

Professions & Specialties

Package HandlerSolutions AdvisorDeliverymanCourierAdvisor

Experience & Education

Work

Company:
Ameri-force craft management services - Bremerton, WA
Laborer-uss john c. stennis
Company:
Bank of america/merrill lynch - Bainbridge Island, WA
Financial solutions advisor

Joseph Villanueva Tacoma, WA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCounselorSupporting MemberAdvisorTeam Member

Experience & Education

Work

Company:
Scottrade
Investment consultant
Company:
Wells fargo - Miami, FL
Brokerage associate / licensed personal banker ii

Christopher Roberts Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSocial Media ManagerSEO SpecialistWeb MarketerPhotographerMarketing ManagerController

Experience & Education

Position:
Public Affairs Non-commissioned Officer in Charge at US Army
Title:
Public Affairs Non-commissioned Officer in Charge 19th Public Affairs Detachment
Location:
Tacoma, Washington
Industry:
Military
Work history:
US Army - MulitiplePublic Affairs Non-commissioned Officer in Chargesince Jan 20062ND Brigade, 1st Infantry Division Brigade PAO NCOIC2010 - 2012
Skills:
Photojournalism, News Writing, Social Media Marketing, Media Relations, Public Relations, Public...
Financial Consultant

Jason Saldana Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerUnderwriterManagerMarketing ManagerUnderwriting ManagerInsurance ProfessionalTerritory Account ManagerRelationship ManagerAccount Service ManagerClient Service OfficerBranch ManagerField Marketing SpecialistMarketing AdministratorBusiness AdministratorArea ManagerManagersAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Finance Director I at Muckleshoot Indian Tribe
Title:
Finance Director I
Location:
Tacoma, Washington
Industry:
Accounting
Work history:
Muckleshoot Indian Tribe Finance Director Isince May 2010Flagstar Bank Senior Government UnderwriterMay 2009 - Apr 2010
Financial Advisor at Merrill Lynch

Savy Yem Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorManagersManagerOperations ManagerReceptionistFront Desk ClerkTechnical SpecialistTechnical Support SpecialistsFront Office ReceptionistMedical ReceptionistMedical Office AssistantMedical AssistantHealthcare SupportNeuropsychiatristSurgical SpecialistNeurological SpecialistNeurologistDoctor of MedicineAuditorNotary PublicNotaryLawyers

Experience & Education

Work

Company:
Conifer health solutions
Supervisor, mecs
Company:
Conifer health solutions - Tacoma, WA
Interim manager, mecs

Skills

EPIC, MediTech, McKesson, ACE, Inventory management, DSHS programs, Washington state's hospital...

Florenda Rice Tacoma, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance SalespersonInsurance ProfessionalUnderwriterRepresentativeManagersTeam MemberCustomer Service

Experience & Education

Work

Company:
University of washington medical center
Contact center rep
Company:
Hp-enterprise services - Tucker, GA
Contact center representative

Skills

Microsoft Word, PowerPoint, Excel, Access, SAP, and Internet Explorer

Wayne King Tacoma, WA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentInvestigatorCompliance OfficerBank ExaminerFinancial Compliance ExaminerAuditorDirector of Quality ControlCompliance Manager

Experience & Education

Work

Company:
Investigator, employee benefits
Company:
Mann frankfort stein & lipp - Houston, TX
Compliance officer and financial planner

David Andrade Tacoma, WA

Professions & Specialties

District ManagerRegion ManagerTerritory Account ManagerSales PersonSales RepresentativeCounselorArea ManagerManagersAdvisorCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Adp
District manager retirement sales for washington and alaska
Company:
Paychex - Renton, WA
Territory manager/sales consultant for seattle south

Skills

Salesforce.com, telemarketing, outside sales, inside sales, training, marketing

Patrick Drum Tacoma, WA

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperFinancial ManagerChief Executive

Experience & Education

Work

Company:
Ubs financial services
Sr. portfolio manager
Company:
Business valuation & consulting services
Financial analyst

Hodges Taylor Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer Service AssociateClient Service OfficerCustomer ServiceMarketing AdministratorOffice AssistantBusiness AdministratorOffice ClerkClerical SpecialistSubstitute TeacherEducatorEducation ProfessionalInstructorDirectorVice PresidentProject ManagersMarketing ManagerOperations ManagerChief Executive

Experience & Education

Work

Company:
Department of defense joint base-lewis mccord
Customer service associate
Company:
Thomasville community resource center - Thomasville, GA
Site cooridnator

Skills

Financial Consultant , project manager , marketing coordinator , office manager ,...

Linda Buckner Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerAgentSales RepresentativeRepresentative

Experience & Education

Work

Company:
Tommy bahama - Federal Way, WA
Temp guest services representative tier 1
Company:
Altig/american income life - Redmond, WA
Call center agent

Skills

Customer Service, Sales Representative, Financial Advisor, Licensed Insurance Agent,

Ashley Babbs Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorManagersNetwork TechnicianNetwork AdministratorOffice ClerkClerical SpecialistAdvisorCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Br management services
Supervisor
Company:
Blade-tech industries
Computer network technician

Casey Shurm Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentArea ManagerManagersDistrict ManagerRegion ManagerSales ManagerBusiness AdministratorOperations ManagerCorporate ExecutiveChief Executive

Experience & Education

Work

Company:
Command center, inc. - Seattle, WA
Area manager
Company:
Jamba juice - Puget Sound, WA
District manager

Skills

P&L, COGS, Labor Management, Inventory Management, Leadership, Recruiting, Training,...

Walter Davis Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberOwnerChief Executive

Experience & Education

Work

Company:
Pier 1
Warehouse associate
Company:
Cs cattle co - Cimarron, NM
Ranch associate/ part owner

Skills

Various computer programs, time management, resource management, inventory management, sales, and...

Dana Lee Tacoma, WA

Professions & Specialties

CoordinatorManagersSurgeonSurgical SpecialistPatient Account RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Overlake surgery center
Insurance preauthorization coordinator
Company:
Overlake hospital - Bellevue, WA
Patient account representative

Todd Lash Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerClient Service OfficerAccount ManagerCustomer ServiceReal Estate ManagerChief Executive

Experience & Education

Work

Company:
Integra telecom
Sr. account executive
Company:
Ntt america inc - Redmond, WA
Account manager/account executive

Lawrence Tulfo Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentJourneymanSkilled ProfessionalController

Experience & Education

Work

Company:
Advanced government services, inc
Journeyman flagger
Company:
K & d services, inc - Everett, WA
Traffic controller

Ryan Anderson Tacoma, WA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerDirector of Operations

Experience & Education

Work

Company:
Farmers financial solutions, llc - Mercer Island, WA
Regional osj manager
Company:
Farmers financial solutions, llc - Mercer Island, WA
Osj operations manager

Skills

Sales Force, CRM administration & reports

Bob Allen Seattle, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDomestic Violence AdvocateClient Service OfficerSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBachelor of ScienceHospital Care ProfessionalSocial WorkersHealth ProfessionalHealth PractitionerComputer Software ProfessionalComputer Games ProfessionalNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSoftware DevelopersComputer SpecialistOperations 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

Bret Edensword Seattle, WA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestorArmy Lieutenant ColonelFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRegional Sales ConsultantSales RepresentativeChief ExecutiveSports Trainers

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Know the six things...
Location:
Greater Seattle Area
Industry:
Investment Management
Work history:
Edward Jones - Tacoma, WAFinancial Advisorsince Mar 2013Genworth Financial - WA,OR,ID,MT,AKNational Accounts RVP LONG TERM CAREJan 2012 - Mar 2013
Skills:
Insurance, Retirement, Long-term Care, Long Term Care Insurance, Fixed Annuities, Team Leadership,...

Dave Andrews Seattle, WA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentBankerMortgage SpecialistLoan OfficersAgentSales RepresentativeRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperContractorIndependent Business OwnersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCertified Nurse AideNurseNurse PractitionerBachelor of ScienceInformation Technology SpecialistIT SpecialistChief ExecutiveProject 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

James Bailey Puyallup, WA

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentNotaryLawyersApprenticeStudent WorkerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistOperations Manager

Experience & Education

Position:
Universal Banker at U.S. Bank
Location:
Puyallup, Washington
Industry:
Banking
Work history:
U.S. Bank - Puyallup, WaUniversal Bankersince Nov 2011Edward Jones - Fife, WAFinancial Advisor InternApr 2011 - Jul 2011
Certifications:
NMLS, NMLS
Series 7, FINRA



Financial Consultants near Tacoma, WA0612182430OlympiaGig HarborLakewoodBremertonSilverdaleDupontPort OrchardBelfair