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Financial Consultants in Florida

Financial Consultants in Tampa, FL

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Here is a complete directory of nearly all experienced Financial Consultants in Tampa, FL.

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250 results found

Chad Morris Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Construction • Advisor • Model • Sales Manager • General and Operations Manager • Director of Operations • Operations Manager • Sales Representative • IT Specialist

Experience & Education

Position:
Vice President - Financial Consultant at BankUnited Investment Services
Title:
Vice President - Financial Consultant at BankUnited
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
BankUnited Investment Services - West FloridaVice President - Financial Consultantsince Apr 2012Genworth Financial - Southeastern USRegional ConsultantMay 2010 - Apr 2012
Full Profile

Christina Di Miceli Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Hair Remover • Skincare Specialist • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:
Sales Consultant at Ideal Image Corporation
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Management Consulting
Work history:
Ideal Image Corporation - Tampa/St. Petersburg, Florida AreaSales Consultantsince Apr 2011National Financial Literacy Foundation - Tampa/St. Petersburg, Florida AreaCertified Personal Finance CounselorJun 2010 - Apr 2011
Skills:
Call Center, Credit, Coaching, Marketing, Leadership, Sales, Call Centers, Management, Strategic...
..to be taken by the personal financial advisor
Full Profile

Jorge Soriano Tampa, FL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Managers • Non-Profit • Financial Manager • Operations Manager • Student Worker • Master of Science • Entertainment Professional • Impersonator • Entertainer • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor Associate at JPMorgan Chase, Relationship Banker at JPMorgan Chase
Title:
Financial Advisor at JPMorgan Chase
Location:
Tampa, Florida
Industry:
Financial Services
Work history:
JPMorgan Chase - Tampa/St. Petersburg, Florida AreaFinancial Advisor Associatesince May 2013JPMorgan Chase - Tampa/St. Petersburg, Florida Area (Tampa Stadium Branch)Relationship Bankersince May 2012
Skills:
Public Speaking, Financial Services, Film Production, Investments, Guerrilla Marketing, Finance,...
Languages:
Spanish
Certifications:
Series 7 (General Securities Representative), FINRA
Florida Life Including Variable Annuity (2-14 License), Florida Department of Financial Services
Full Profile

Clarry Ellis Tampa, FL

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Controlling Specialist • Independent Business Owners • Controller • Area Sales Manager • Equipment Tools Purchasing Agent • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Marketing Director • Director • Business Development Manager • Operations Manager • Chief Executive • Construction • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Master of Business Administration • High School Diploma • Market Research Analyst

Experience & Education

Position:
Senior Loan Officer at Residential Finance
Title:
Experienced financial services executive focused on aligning analysis, planning and execution to optimize results.
Location:
Tampa, Florida
Industry:
Financial Services
Work history:
Residential Finance - Tampa/St. Petersburg, Florida AreaSenior Loan Officersince Oct 2011Stifel Nicolaus Financial AdvisorMar 2007 - Mar 2010
Skills:
Financial Analysis, Market Analysis, Microsoft Office, Financial Planning, Financial Modeling,...
Full Profile

Vince Spallone Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Business Administrator • Managers • Account Service Manager • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
Sr. Financial Advisor at Lincoln Investment Planning, Inc, Managing Partner / Investment Advisor at ...
Title:
Managing Partner / Investment Advisor at Lincoln Investment Planning
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Lincoln Investment Planning, Inc Sr. Financial Advisorsince Sep 2011Lincoln Investment Planning Managing Partner / Investment Advisorsince Nov 2010
Skills:
Strategic Financial Planning, Retirement Planning, Sales Management, Business Planning, Portfolio...
Full Profile

Christopher Payne Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Managing Partner • Chief Executive • Partner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Management Team Executive • Operations Manager • Hospital Care Professional • Nurse • Nurse Practitioner • Health Professional • Health Practitioner • Organization Management • Advertising Sales Agent

Experience & Education

Position:
Certified College Planning Specialist at Advanced Education Planning.com, LLC, President at BNI,...
Title:
Owner at Advanced Education Planning.com, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Advanced Education Planning.com, LLC - Saint Petersburg, FLCertified College Planning Specialistsince Jan 2012BNI - NEXUS Saint Petersburg ChapterPresidentsince 2012
Skills:
Investments, Retirement, Strategic Planning, Customer Service, Event Planning, Budgets, Event...
Financial Advisor at Securities Research
Full Profile

Radenko Dobras Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Tampa, Florida
Industry:
Investment Management
Full Profile

Leonard Snapstailer Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Project Manager • Advisor • Project Managers • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Leonard Snapstailer
Title:
Accounting and Finance Professional
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Leonard Snapstailer - Palm Harbor, FloridaFinancial Consultantsince Sep 2011DTCC - Tampa/St. Petersburg, Florida AreaAccounting Consultant/Research Project LeaderFeb 2013 - Mar 2013
Languages:
Spanish, Hebrew, English
Full Profile

Kevin Smith Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Office Assistant • Office Clerk • Clerical Specialist • Bachelor of Science • Student Worker

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones Investments
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Edward Jones - Tampa/St. Petersburg, Florida AreaFinancial Advisorsince Feb 2013Edward Jones - Wilmington, North Carolina AreaFinancial Advisor Career Development AssociateJun 2012 - Feb 2013
Skills:
Customer Service, Time Management, Team Leadership, Organizational Development, Financial Analysis, ...
Full Profile

Kevin Caldwell Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Raymond James
Title:
Financial Advisor
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
Raymond James - Tampa/St. Petersburg, Florida AreaFinancial Advisorsince 2012Morgan Keegan - Tampa/St. Petersburg, Florida AreaFinancial Advisor2007 - 2011
Full Profile

Eliah Ewing Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner • Managers

Experience & Education

Position:
Advanced Financial Advisor at Ameriprise Financial
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advanced Financial Advisorsince May 2004
Full Profile

Bruce Gelin Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Mathematician • Operations Manager

Experience & Education

Position:
Financial Advisor at VALIC
Title:
VALIC Financial Advisor
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
VALIC - Tampa/St. Petersburg, Florida AreaFinancial Advisorsince Jul 2012Courtney Paat Insurance Agency - Plant City, FLFinancial Services RepresentativeOct 2005 - Jul 2012
Skills:
Retirement Planning, Wealth Accumulation, Asset Protection, Insurance, Annuities, Financial...
Full Profile

Margie Pagano Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Oct 2008Banking and Financial Compaies Financial AdvisorJan 1978 - Sep 2008
Skills:
AREAS OF FOCUS, Women's Financial Strategies, Asset Allocation, General Financial Planning, Income...
Full Profile

Jeff Dove Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2007Verizon Wireless - Tampa/St. Petersburg, Florida AreaBusiness to Business account Manager2001 - 2007
Full Profile

Taryn Nesmith Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Auditor at Barley, McNamara, Wild, Martin
Title:
Auditor at Barley, McNamara, Wild, Martin, Jackson
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Barley, McNamara, Wild, Martin Auditorsince Sep 2009AXA Advisors - Tampa/St. Petersburg, Florida AreaAssistant Financial AdvisorJan 2008 - Sep 2009
Skills:
Financial Analysis, Financial Reporting
Full Profile

Brian Fox Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Manager • Production Director • Buyer and Seller • Sales Representative • Client Service Officer • Customer Service • Printing Worker • Print Worker • Industrial Operator

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc. Member FINRA/SIPC
Title:
Financial Advisor / Wealth Management Specialist Raymond James Financial Services, Inc. Member FINRA/SIPC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc. Member FINRA/SIPC Financial Advisorsince Oct 2004Prentice Hall / Pearson Education Senior Production ManagerAug 1999 - Sep 2004
Skills:
Investments, Series 7, Fixed Annuities, Portfolio Management, Insurance, Investment Strategies,...
Full Profile

Gloria Lopez Tampa, FL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Buyer • Sales Person • Buyer and Seller • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Managers • Advisor • Operations Manager

Experience & Education

Position:
Realtor at Coldwell Banker Residential Real Estate
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Real Estate Realtorsince Oct 2008Self Imployed-Real Estate and Financial Consultant - El SalvadorSelf Employed- Real Estate and Financial ConsultantJul 1994 - Oct 2008
Languages:
English, Spanish
Full Profile

Paul Burke Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Advisor • Event and Promotion Sales • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Advertising Agent • Bachelor of Arts • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Experienced financial advisor; expertise in retirement funding options and investments
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
VALIC - Tampa, FLFinancial Advisorsince 2012BENCOR - Tampa, FLRegistered Representative2008 - 2012
Certifications:
Florida Life, Health, and Variable Annuity License
Series 6 License (Mutual Funds)
Full Profile

Cesar Buitrago Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant - Reinsurance adminstrator at MetLife
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
MetLife Financial consultant - Reinsurance adminstrator
Full Profile

Diana Miller Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Science • Partner • Vice President • Chief Executive • Counselor • Advisor • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at CUSTOM FINANCIAL SOLUTIONS
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
CUSTOM FINANCIAL SOLUTIONS - Bradenton FloridaFinancial Advisorsince Sep 1981
Skills:
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Estate Planning,...
Full Profile

Chuck Galbreath Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Buyer and Seller • Sales Representative

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Morgan Stanley Wealth Management
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Tampa/St. Petersburg, Florida AreaFinancial Advisorsince Nov 2012Citigroup / Smith Barney - Tampa/St. Petersburg, Florida AreaVice President Municipal Securities DivisionJul 2009 - Jan 2012
Skills:
Fixed Income, Bonds, Trading, Investments, Securities, Financial Markets, Financial Advisory,...
Full Profile

Diane Spearin Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Pension Administrator • Controller • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Independent Business Owners • Non-Profit • Contractor • Team Member • Financial Director • Operations Manager • Financial Manager • Financial Officer • Client Service Officer • Customer Service • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Advisor at JHS Capital Advisors, Controller, Madeira Beach, FL at Waxwing Advisors
Title:
Retirement plan specialist for businesses and individuals
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
JHS Capital Advisors - Tampa/St. Petersburg, Florida Area, United StatesFinancial Advisorsince Jan 2012Waxwing Advisors - Tampa/St. Petersburg, Florida Area, United StatesController, Madeira Beach, FLsince Sep 2010
Full Profile

Patience Clarke Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Consultant at MetLife
Title:
Financial Consultant at MetLife (Inter-Company Reporting)
Location:
Tampa, Florida
Industry:
Insurance
Work history:
MetLife Financial Consultantsince Mar 2013MetLife - Tampa, FLSr. AccountantJan 2012 - Mar 2013
Full Profile

Roy Marvitz Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Citibank Texas, N.A.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
Citibank Texas, N.A. Financial Advisor
Full Profile

Ray Parker Tampa, FL

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Assistant Vice President • Chief Executive • Advisor • Coordinator • Managers • Team Member • Analysts • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Director- Northeast, RIA Division at Franklin Templeton Institutional, LLC
Title:
Regional Director- Northeast, RIA Division, Franklin Templeton Institutional, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
Franklin Templeton Institutional, LLC Regional Director- Northeast, RIA Divisionsince 2004Morgan Stanley Vice President, Financial Advisor2002 - 2004
Full Profile

Jeffrey Woei Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Compensations and Benefits • Trust Law Attorney • Lawyers

Experience & Education

Position:
Vice President - Investment Officer CRPS C(k)P at Wells Fargo Advisors, LLC
Title:
Vice President, Investment Officer C(k)P CRPS at Wells Fargo Advisors, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investment Officer CRPS C(k)Psince Jun 2007Citigroup Smith Barney Second Vice PresidentJan 1996 - Jun 2007
Certifications:
Certified Retirement Plan Specialist, CRPS, College For Financial Planning
Certified 401(K) Professional C(k)P, The Retirement Advisor University in Collaboration with UCLA- Anderson School of Management
Full Profile

Diane Evans Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wachovia Securities
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Capital Markets
Work history:
Wachovia Securities Financial Advisor
Full Profile

Gery Krewson Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Global Lending Group
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
Global Lending Group Senior Financial Consultant
Full Profile

Michael Jones Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Eddie Bauer
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Retail
Work history:
Eddie Bauer Financial Advisor
Full Profile

Scott Warnock Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President, Investments at Raymond James
Title:
Vice President, Investments at Aspinwall Executive Consulting of Raymond James
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Raymond James Vice President, Investmentssince Jan 2011Raymond James Vice President, Equity Hedging SolutionsDec 2004 - Dec 2010
..be made to persons in states where the financial advisor is not registered
Full Profile

Matthew Adams Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Advertising Professional • Advertising Sales Agent • Sales Manager • Project Managers • Operations Manager • Publishing Professional • Team Member • Student Worker • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Sr. Business Financial Consultant at Business Credit Ally, Account Executive at WLS Radio Chicago...
Title:
Senior Business Financial Consultant at Business Credit Ally
Location:
Tampa, Florida
Industry:
Financial Services
Work history:
Business Credit Ally - Tampa/St. Petersburg, Florida AreaSr. Business Financial Consultantsince Aug 2013WLS Radio Chicago (Cumulus Broadcasting) - Greater Chicago AreaAccount Executivesince Feb 2012
Full Profile

Scott Linington Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James & Associates, Inc
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc Financial Advisorsince Apr 2008Ameriprise Financial Services, Inc. Licensed ParaplannerOct 2005 - Mar 2008
Skills:
CERTIFIED FINANCIAL PLANNER (TM), Wealth Management Specialist (WMS)
Full Profile

Devin Rountree Tampa, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley wealth management
Financial advisor
Company:
Axa advisors
Financial advisor
Full Profile

Mauricio Araujo Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial consultant at Verizon Wireless
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Wireless
Full Profile

Connie Mosley Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Mathematical Science Teacher

Experience & Education

Position:
Senior Council at NAIFA-Tampa, Registered Representative at SagePoint Financial, Inc, Financial...
Title:
Senior Council
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
NAIFA-Tampa Senior Councilsince Jun 2012SagePoint Financial, Inc Registered Representativesince 2008
Financial Advisor at Connie Mosley Insurance and F..
Full Profile

Judy Nguyen Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Counselor • Independent Consultant • Contractor • Advisor • Tutor • Mathematics • Mathematician • Independent Business Owners • Researcher • Survey Researcher • Project Managers

Experience & Education

Position:
Financial Consultant at Self Employed Consultant
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Chemicals
Work history:
Self Employed Consultant Financial Consultantsince Feb 2013Freelance - Tampa Bay, FLIndependent Consultant/TutorSep 2009 - Oct 2012
Full Profile

Sebastien Leblanc Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Cashflow Consultants Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
Cashflow Consultants Inc. Financial Consultant
Full Profile

Paula Tomlinson Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Counselor
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Mental Health Care
Full Profile

Edward Staff Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Owner at Pressure Points, Owner at Alexander Jameson, INC.
Title:
Owner at Pressure Points
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Pressure Points - Pasco and Hillsborough CountyOwnersince 2011Alexander Jameson, INC. Ownersince Jan 2007
Specializing in Financial Advisor
Full Profile

Jerry Halstead Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Acting Professional • Impersonator • Independent Business Owners • Entertainment Professional • Entertainer • Head Coach • Sports Trainers • Sports Game Coach • Business Administrator • Contractor • Operations Manager

Experience & Education

Position:
Independent Financial Advisor at Questar Capital Corp.
Title:
at Questar Capital Corp.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Questar Capital Corp. Independent Financial Advisorsince Jun 1981Actor / Singer Actor2011 - 2012
Full Profile

Ocel Fabian Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Advertising Professional • Advertising Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Pru Life UK, Marketing Director at Rearden Killion Communications
Title:
Financial Advisor at Pru Life UK
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Marketing and Advertising
Work history:
Pru Life UK Financial Advisorsince Mar 2009Rearden Killion Communications Marketing Directorsince May 2008
Full Profile

Adje Ekpo Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at everest university
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Everest university Financial advisor
Full Profile

Randy Loos Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Systems Analyst • IT Analyst • IT Specialist

Experience & Education

Position:
Senior Vice President - Investment Officer at Wells Fargo Advisors
Title:
Senior Vice President - Investment Officer - The Loos Wealth Management Group of Wells Fargo Advisors, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Clearwater, FLSenior Vice President - Investment Officersince Dec 1984Prudential-Bache Securities Financial AdvisorAug 1982 - Dec 1984
Full Profile

Renee Jeffries Tampa, FL

Professions & Specialties

Financial Planner • Financial Consultant • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Administrative Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Managers • Non-Profit

Experience & Education

Position:
Assistant Financial Advisor at Financial Advisory Services, Financial Planner Asst. at Financial...
Title:
Financial Planner at Financial Advisory Services of Tampa, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Financial Advisory Services Assistant Financial Advisorsince Jan 2003Financial Advisory Services of Tampa, Inc. Financial Planner Asst.since Sep 1993
Full Profile

Bill Duning Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Business Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Operations Manager • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Senior Advisor at TPI
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Outsourcing/Offshoring
Work history:
TPI Senior Advisorsince Jul 2003ISG-One (previously TPI) Consulting Principal2011 - 2013
Skills:
Outsourcing, IT Outsourcing, Mergers, Financial Analysis, Offshoring, Management Consulting,...
The key senior financial advisor supporting TPI
Full Profile

Brian Allen Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Project Manager • Deputy Director • Partner • Operations Manager • Senior Manager • Deputy Manager • Chief Executive • Counselor • Construction • Advisor • Organization Management • Business Consultant • Master of Science • Bachelor of Arts • Psychologist • Psychology Specialist

Experience & Education

Title:
Financial Advisor at Q Street Financial Services LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
New England Financial - Tampa/St. Petersburg, Florida AreaFinancial AdvisorJan 2009 - Dec 2011Ameriprise Financial Services, Inc. - Tampa/St. Petersburg, Florida AreaFinancial Advisor2006 - 2008
Skills:
Financial Planning, Insurance Planning, Retirement Planning, Wealth Management, College Savings...
Full Profile

Mark Lovelle Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Mar 2009A.G. Edwards & Sons, Inc. Financial AdvisorJan 2005 - Mar 2009
Full Profile

Thomas Valena Tampa, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Feb 2009Banc of America Investments Financial Advisor / Financial Planner2006 - 2009
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Sherry Keating Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Client Manager • Account Service Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Financial Manager • Financial Director • Financial Officer • Customer Service • Chief Executive • Marketing Manager

Experience & Education

Title:
Financial Services/High Net-Worth Relationship Manager Professional
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Bank of America AVP, Premier Client ManagerJan 2008 - Jan 2009Merrill Lynch Certified Financial Manager, Financial AdvisorJul 2003 - Jan 2007
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Cynthia Ramirez Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Sales and Service Specialis- SSS at BOA
Title:
Sales and Service Specialist
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
BOA Sales and Service Specialis- SSSsince May 2005Citibank Sr. Financial AdvisorAug 1990 - Apr 1999
Skills:
Credit, Commercial Banking, Credit Analysis, Credit Cards, Auditing, Multi-tasked, Banking, Lead...
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