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Financial Consultants in Michigan

Financial Consultants in Traverse City, MI

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44 results found

Holly Gallagher Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent financial advisor specializing in asset management and financial planning.
Location:
Traverse City, Michigan
Industry:
Investment Management
Full Profile

Craig Rosenberg Traverse City, MI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Advisor • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Manager, First Vice President, Financial Advisor at Morgan Stanley
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Portfolio Manager, First Vice President, Financial Advisorsince Apr 2010Stifel Nicolaus & Company, Inc. Vice President Investments2006 - 2010
Full Profile

Jay Berger Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Tax Preparer • Independent Business Owners • Tax Accountant • Construction • Advisor • Contractor • Fiduciary • Trust Law Attorney • Lawyers • Information Technology Specialist • Software Developers • IT Specialist

Experience & Education

Position:
Owner at Independent Wealth Management
Title:
Owner, Independent Wealth Management
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Independent Wealth Management Ownersince Jan 2008The Rehmann Group - Rehmann Financial Financial AdvisorJan 2007 - Dec 2007
Full Profile

Sam Shipman Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Business Administrator • Shift Manager • Laborer • Computer Operator Specialist • Physician • Student Worker • Bachelor of Arts • Software Developer • Software Developers • Operations Manager

Experience & Education

Position:
PAS Office Coordinator at Munson Medical Center
Location:
Traverse City, Michigan
Industry:
Hospital & Health Care
Work history:
Munson Medical Center - Traverse City, MIPAS Office Coordinatorsince Nov 2011Munson Medical Center - Patient AccountsFinancial CounselorAug 2011 - Nov 2011
Full Profile

Bob Nelson Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Sales Manager • Sales Director • Marketing Manager • Chief Executive • Sales Representative • Sales Agent • Services Professional • Sales and Service Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch, MHSAA Contact at Cadillac Area Officials Association
Title:
Financial Advisor with Merrill Lynch
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch - Traverse City, MIFinancial Advisorsince Mar 2012Cadillac Area Officials Association MHSAA Contactsince 1997
Skills:
Brochures, Marketing Communications, Print On Demand, Print Management, Team Management, Direct...
Full Profile

Lori Piggott Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones, Charity Coordinator at Traverse City Roller Derby
Title:
Financial Advisor at Edward Jones
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2011Traverse City Roller Derby - Traverse City, MICharity Coordinatorsince Jan 2010
Skills:
Series 7, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Wealth...
Full Profile

Michael Buren Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service Supervisor • Supervisors • Corporate Executive • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Edward Jones - traverse city, michiganFinancial Advisorsince Jul 2013Citizens Bank - Michigan, Ohio and Wisconsin - traverse city, miCustomer service supervisorApr 2012 - Jul 2013
Full Profile

Gene Smietana Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Gt asset management - Traverse City, MI
Financial advisor
Full Profile

Brett Dense Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Board Member • Management Team Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Sales at Action Water Sports, Board Member & Financial Advisor at The ARC Project
Title:
Action Water Sports
Location:
Traverse City, Michigan
Industry:
Consumer Goods
Work history:
Action Water Sports - Traverse City, MISalessince Jul 2011The ARC Project Board Member & Financial Advisorsince Aug 2010
Skills:
Tax, Sales, Customer service
Full Profile

Adam Creighton Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch - Traverse City, MichiganFinancial Advisorsince Jul 2012Hamilton Point Investment Advisors - Chapel Hill, NCInvestment & Operations AssociateSep 2007 - Jan 2012
Skills:
Series 7, Securities, Series 63, Risk Management, Investments, Portfolio Management, Financial...
Full Profile

Rick Vinecki Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Educator • Education Professional • Instructor • Founder • Founding Member • Chief Executive • Project Managers • Solutions Advisor • Technician • Project Manager • Business Analyst • Visionary • Advisor • Technical Specialist • Technical Support Specialists • Analyst • Analysts • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Video Editing Professional • Video Editor

Experience & Education

Position:
Financial Education at Beyond Profile, Founder - Technology Consultant/Financial Technician/Project ...
Title:
Financial Educator - IT professional
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Beyond Profile Financial Educationsince Jan 2005Ravolume, LLC - Beyond Profile - Technos Consulting - Founder - Technology Consultant/Financial Technician/Project Manager, Business Analystsince Jan 2005
Full Profile

Jon Torbet Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Centennial Wealth Advisory, LLC
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Centennial Wealth Advisory, LLC Financial Advisorsince Mar 2005
Full Profile

Rick White Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Avanced Financial Group, Inc.
Title:
Financial Advisor at Advanced Financial Group, Inc.
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Avanced Financial Group, Inc. - Traverse City MIFinancial Advisorsince Jun 2006
Full Profile

Patrick Kolody Traverse City, MI

Professions & Specialties

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

Experience & Education

Position:
Vice President - Senior Financial Advisor at Merrill Lynch
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Merrill Lynch Vice President - Senior Financial Advisorsince Sep 1996
Full Profile

Mike Griffith Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Insurance Sales at State Farm Insurance
Title:
Insurance Sales
Location:
Traverse City, Michigan
Industry:
Insurance
Work history:
State Farm Insurance - Traverse City, MichiganInsurance Salessince Sep 2011Independent Insurance Advisor - Northern MichiganInsurance SalesOct 1999 - Sep 2011
* Senior Financial Advisor
Full Profile

Kevin Beaudoin Traverse City, MI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Management Team Executive • Operations Manager • Analysts

Experience & Education

Position:
Portfolio Manager / Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Portfolio Manager / Financial Advisorsince Jun 2009Smith Barney Financial AdvisorJun 2003 - Jun 2009
Full Profile

Michael Rhoads Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive

Experience & Education

Position:
Financial Advisor Associate at J.P. Morgan Securities LLC
Title:
Financial Advisor Associate, J.P. Morgan Securities LLC
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
J.P. Morgan Securities LLC Financial Advisor Associatesince May 2013JPMorgan Chase Branch Manager, Vice PresidentSep 2011 - Apr 2013
Full Profile

Lisa Parks Traverse City, MI

Professions & Specialties

Reverse Mortgage Specialist • Financial Consultant • Credit Counselor • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst

Experience & Education

Position:
Reverse Mortgage Specialist at The Reverse Mortgage Center
Title:
Certified Reverse Mortgage Specialist at The Reverse Mortgage Center
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
The Reverse Mortgage Center Reverse Mortgage Specialistsince Dec 2008GreenPath Debt Solutions Financial CounselorFeb 2000 - Nov 2008
Full Profile

Barbara Wood Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Advisor at CIS Consultants
Title:
Financial Advisor at CIS, Inc.
Location:
Traverse City, Michigan
Industry:
Information Technology and Services
Work history:
CIS Consultants Financial Advisorsince Jan 1984
Skills:
Strategic Financial Planning, Financial Advisory, Wealth Management, Mutual Funds, Investment...
Full Profile

Julie Quintus Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
CENA at BrightStar Home Health
Title:
Upcoming Financial Advisor/Accountant
Location:
Traverse City, Michigan
Industry:
Hospital & Health Care
Work history:
BrightStar Home Health CENAsince Aug 2011Grand Traverse Pavilions CENAJun 2003 - Aug 2011
Full Profile

Marissa Vandenberg Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Marketing Manager • Operations Manager • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch bank of america - Traverse City, MI
Financial advisor
Company:
Nventuremedia - Traverse City, MI
Business owner
Full Profile

Brad Collins Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist

Experience & Education

Work

Company:
Hantz financial
Financial advisor
Company:
Smith bovill, p.c
Paralegal internship
Full Profile

Ty Finch Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Production Manager • Production Director

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Century, inc - Traverse City, MI
Production manager
Full Profile

Jordan Fuller Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor associate
Company:
Burger king corportion
Sales, profit, and operations consultant
Full Profile

Bryan Snyder Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Emergency Medicine Specialist • Medical Practice Professional • Medical Practitioner • Physician • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Teamhealth - Knoxville, TN
Emergency medicine physician recruiter
Company:
National city now
Licensed financial consultant
Full Profile

Brian Rickert Traverse City, MI

Professions & Specialties

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

Experience & Education

Work

Company:
Centennial wealth advisory - Traverse City, MI
Financial advisor
Company:
Citizens republic bankcorp - Traverse City, MI
Customer service mgr
Full Profile

Margaret Dewey Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biller • Bookkeeper • Customer Service • Administrative Clerk • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Traverse health clinic, traverse city
Financial counselor/lead biller
Company:
Kmanco, traverse city
Bookkeeper
Full Profile

Autumn Soltysiak Traverse City, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc
Certified financial planner
Company:
Wells fargo advisors, llc
Financial consultant
Full Profile

Blake Beebe Traverse City, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Security • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Warehouse Manager • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Host • Chief Administrative Officer • Operations Manager • Chief Executive • Certified Nurse Aide • Student Worker • Nurse • Nurse Practitioner • Bachelor of Science • Master of Science • Sales Representative

Experience & Education

Position:
Associate at Morgan Stanley Wealth Management
Title:
Associate Morgan Stanley Wealth Management
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Traverse City, MichiganAssociatesince Apr 2013Merrill Lynch - Greater Chicago AreaRegistered Client AssociateJun 2011 - Oct 2012
Skills:
Series 7 License, Series 66 License, Life, Accident, and Health Insurance License, Finance,...
Certifications:
Series 7 - General Securities, FINRA
Series 66 - Uniform Combined State Law, NASAA/FINRA
Created and organized over 100 Financial Advisor business plan reviews for annual..
Full Profile

Brian Rickert Traverse City, MI

Professions & Specialties

Mortgage Broker • Loan Officer • Financial Consultant • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service Supervisor • Supervisors • Physical Education Professor • Physical Education Professors • Information Technology Specialist • IT Specialist • Sales Representative

Experience & Education

Position:
Retirement Planning Specialist at Centennial Wealth Advisory
Title:
Retirement Planning Specialist
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
Centennial Wealth Advisory - Traverse City, miRetirement Planning Specialistsince Feb 2012Citizens Bank - Michigan, Ohio and Wisconsin Customer Service SupervisorFeb 2011 - Feb 2012
Skills:
Retirement Planning, Life Insurance, Indexed Annuities, Financial Structuring, Customer Service,...
Financial Advisor Network (FAN)
Full Profile

Samuel J Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Bachelor of Arts

Experience & Education

Work

Company:
Fifth third bank
Company:
Ameriprise financial - Grand Rapids, MI
Senior investment representative
Full Profile

Blair Anderson Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive Officer • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner, Managing Director at HighTower, Managing Director at HighTower Advisors
Title:
Partner, Managing Director at HighTower
Location:
Traverse City, Michigan
Industry:
Financial Services
Work history:
HighTower Partner, Managing Directorsince 2009HighTower Advisors Managing Directorsince 2009
Skills:
Trading, Alternative Investments, Series 7, Wealth Management, Hedge Funds, Retirement Planning,...
Personal Financial advisor
Full Profile

David Buffum Traverse City, MI

Professions & Specialties

Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Sales Manager • Sales Director • Chairperson • Vice President • Treasurer • Chief Executive • Marketing Manager • Financial Officer • Financial Manager • SEO Specialist • Web Marketer • Partner • Operations Manager • Business Manager • Construction • Business Administrator • DB Administrator • Database Administration Professional • Database Administrator • Associate in Applied Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Internet Sales Manager at Northpointe Motors, President at Suttons Bay Public Schools Board of...
Title:
Internet Sales Manager - Northpointe Motors
Location:
Traverse City, Michigan
Industry:
Automotive
Work history:
Northpointe Motors - Traverse City, MIInternet Sales Managersince Mar 2012Suttons Bay Public Schools Board of Education - Suttons Bay, MIPresidentsince Jul 2004
Skills:
Banking, Sales, Customer Service, Budgets, Marketing, Loans, Credit, Retail, Leadership, Strategic...
Financial Advisor Trainee at Edward Jones
Full Profile

Geoff Streit Traverse City, MI

Professions & Specialties

Commercial Lender • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice-President/Commercial Lender at First National Bank of America, Commercial Banker at First...
Title:
Vice-President/Commercial Lender at First National Bank of America
Location:
Traverse City, Michigan
Industry:
Banking
Work history:
First National Bank of America - Traverse City, MIVice-President/Commercial Lendersince Jan 2013First National Bank of America - Traverse CityCommercial Bankersince Sep 2011
Financial Advisor
Full Profile

Dan Trotta Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Education Professional • School Principal • Instructor • School Administrator • Educational Manager • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Representative • Operations Manager

Experience & Education

Work

Company:
Choice benefits inc
President & ceo
Company:
World group securities
Registered representative/investment company principal

Skills

Life Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Mutual Funds, Asset...
Full Profile

Christina Fritzsche Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Cashier • House Cleaner • Housekeeping Aide • Cleaning Worker • Associate of Arts • Advisor • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Toys r us
Customer service and cashier
Company:
Visit up north vacation rental
Housekeeper - contract
Full Profile

Ralph Munch Traverse City, MI

Professions & Specialties

Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Customer Service • Accounting Bookkeeper • Bookkeeper • Accounting Analyst

Experience & Education

Work

Company:
Huntington national bank - Traverse City, MI
Vice president/senior relationship manager
Company:
Avon rubber & plastics, inc - Cadillac, MI
Group internal auditor
Full Profile

Christine Blackledge Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Chief Executive • Advisor • Corporate Executive • Marketing Manager • Operations Manager • Business Administrator • Master of Science • Bachelor of Science • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Michigan decorations llc - Traverse City, MI
Owner/president
Company:
Michigan decorations llc - Traverse City, MI
Investment advisor
Full Profile

Kendra Balderach Traverse City, MI

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Board Member • Chairperson • Management Team Executive • Operations Manager • Chief Executive • Office Assistant • Representative • Office Clerk • Clerical Specialist • Bachelor of Science

Experience & Education

Work

Company:
Health by the bay
Board of directors
Company:
Health by the bay
President of cove drive association
Full Profile

Thomas Read Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Area Manager • Managers • District Manager • Region Manager • Trainer

Experience & Education

Work

Company:
Red river software
Software trainer/consultant
Company:
Schmuckal oil company - Traverse City, MI
District manager
Full Profile

Suzanne Holt Traverse City, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance agent • Agent • Cashier • Sales Representative • Interviewer • Secretary

Experience & Education

Work

Company:
Nustar insurance agency
Insurane agent
Company:
Leelanau sands casino
Vault cashier
Full Profile

Brett Babel Denver, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Account Manager • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Solutions Leader, Consumer Markets at IXI Services, a division of Equifax
Title:
Solutions Leader at IXI Services, a division of Equifax
Location:
Denver, Colorado
Industry:
Information Services
Work history:
IXI Services, a division of Equifax - Denver, COSolutions Leader, Consumer MarketsIXI Services, a division of Equifax - Greater Denver AreaAccount Manager, Consumer Markets2012 - 2013
Financial Advisor at Merrill Lynch
Full Profile

Matthew Suszan Lansing, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Recreation Attendant • Automotive Professional

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services Inc.
Title:
Branch Professional at Raymond James Financial Inc.
Location:
Lansing, Michigan Area
Industry:
Marketing and Advertising
Work history:
Raymond James Financial Services Inc. - Franklin, MIFinancial Advisorsince Nov 2011Michigan State University Undergraduate Assistant - CSE 101Aug 2009 - Dec 2011
Skills:
Word, Excel, Microsoft Office, Teaching, Higher Education, Research, Writing, Access, English,...
Full Profile

Devra Lucas Troy, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Independent Contractor • Contractor • Mortgage Underwriter • Insurance Professional • Underwriter • Independent Business Owners

Experience & Education

Work

Company:
Self employed
Contract quality assurance specialist
Company:
Self employed - Troy, MI
Contract residential mortgage underwriter
Full Profile

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Financial Consultants around Traverse City, MI

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Financial Consultants in Michigan

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