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Financial Consultants in Michigan

Financial Consultants in Troy, MI

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120 results found

Philip Roussey Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Certified Public Accountant • Internal Auditor • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Auditor • Analyst • Analysts

Experience & Education

Position:
Chief Financial Officer at Plastic Systems Holdings, LLC, Financial Consultant at Philip E Roussey, ...
Title:
Chief Financial Officer at Plastic Systems Holdings, LLC
Location:
Troy, Michigan
Industry:
Accounting
Work history:
Plastic Systems Holdings, LLC - Romeo, MichiganChief Financial Officersince Jul 2012Philip E Roussey, CPA Financial Consultantsince 1999
Full Profile

Kimberly Fisher Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Event Planner • Contractor • Non-Profit • Patient Account Representative • Psychology Specialist • Brand Planner • Brand Representative • Partner • Event Manager • Marketing Manager • Chief Executive • Human Resources Specialist • Recruitment • Psychologist • Independent Business Owners • Posting Clerk • Biller • Health Professional • Health Practitioner • Operations Manager

Experience & Education

Position:
Event Coordinator at Event Planner / Freelance Contractor, Patient Account Representative at...
Title:
Administrator at The Academy of Design
Location:
Detroit, Michigan
Industry:
Human Resources
Work history:
Event Planner / Freelance Contractor - Metro DetroitEvent Coordinatorsince 2010Detroit Medical Center - Childrens Hospital of MichiganPatient Account Representativesince 2012
Assist Financial Counselor with financial counseling serv..
Full Profile

Stephen Fox Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Security

Experience & Education

Position:
Executive Director, Financial Advisor at Morgan Stanley Wealth Management
Title:
Executive Director, Financial Advisor with Morgan Stanley Wealth Managment
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Troy, MIExecutive Director, Financial Advisorsince Feb 1990Family Wealth Director at Citi Family Office, a part of Citi Smith Barney - Troy, MIFamily Wealth DirectorFeb 1990 - Aug 2010
Certifications:
Certified Investment Management Analyst, Investment Management Consultants Association
Certified Estate Planner, The Liberty Institute
Full Profile

Tim Braley Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Director • Director • Senior Manager • Operations Manager • Juris Doctor • Market Analyst • Market Research Analyst • Recognition • Advertising Sales Agent • Business Consultant • Advisor • Database Administration Professional • Database Administrator

Experience & Education

Position:
Senior Director, Global Automotive Operations at J.D. Power and Associates
Location:
Greater Detroit Area
Industry:
Market Research
Work history:
J.D. Power and Associates - Troy, MISenior Director, Global Automotive Operationssince May 2012J.D. Power and Associates - Troy, MIDirector, Finance-Global AutomotiveJul 2009 - Apr 2012
Skills:
Negotiation, Financial Reporting, ERP, Training, Pricing, Business Intelligence, Strategic...
Certifications:
Pragmatic Marketing Certified, Pragmatic Marketing, Inc.
Act as trusted financial advisor to various levels of Senior Mana..
Full Profile

Josephine Dries Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Instructor • Pedagogue • PR and Communications Professional • Public Relations Professinal • Entertainment Professional • Entertainer • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Firm Communications and PR at LJPR, LLC, Public Relations Agent at Insert Catchy Headlines
Title:
Public Relations Agent at Insert Catchy Headlines
Location:
Greater Detroit Area
Industry:
Public Relations and Communications
Work history:
LJPR, LLC - Troy, MIFirm Communications and PRsince Sep 2011Insert Catchy Headlines Public Relations Agentsince 2009
Financial Advisor Magazine
Full Profile

Matthew Domsic Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Leader • Representative • Advisor • Managers • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors, Owner at Crofton Consulting, LLC
Title:
Financial Consultant at AXA Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
AXA Advisors - Troy, MIFinancial Consultantsince Dec 2008Crofton Consulting, LLC - Troy, MIOwnersince Sep 2012
Skills:
Series 7, Series 66, Risk Management, Wealth Management, Retirement Planning
Full Profile

Tracy Kue Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Analysts • Psychology Specialist

Experience & Education

Work

Company:
University of michigan health system
Patient financial counselor
Company:
William beaumont hospital - Royal Oak, MI
Health insurance specialist
Full Profile

Andrea Ritchie Rochester, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fraud Specialist • Financial Compliance Examiner • Auditor • Analyst • Analysts • Physiotherapy Assistant • Physical Therapist • Physical Therapists • Bachelor of Science • Bachelor of Arts

Experience & Education

Work

Company:
Singh management
Waltonwood senior living
Company:
Hantz group, hantz financial services - Charter Township of Clinton, MI
Financial consultant
Full Profile

Benjamin Chiu Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Coordinator • Construction • Managers • Project Managers • Operations Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Project Manager / Coordinator at International Building Products, Inc., Financial Advisor at Primerica
Title:
Project Manager & Financial Advisor at Primerica
Location:
Greater Detroit Area
Industry:
Architecture & Planning
Work history:
International Building Products, Inc. - Livonia, MIProject Manager / Coordinatorsince Apr 2012Primerica - Troy, MIFinancial Advisorsince Apr 2012
Skills:
SketchUp, AutoCAD, Photoshop, Rendering, Modeling, 3D, Revit, CAD, InDesign, Adobe Acrobat,...
Full Profile

Brian K Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manufacturing Engineer • Process Engineer • Industrial Engineer • Master of Business Administration • Master of Science • Research Assistant • Researcher • Survey Researcher • Software Developers

Experience & Education

Work

Company:
Accretive health, inc - Chicago, IL
Sr. lead, contract modeling & qa solution integrity
Company:
Independent consulting - Chicago, IL
Financial consultant
Full Profile

Josh Bitterman Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Vice President of Sales • Owner • Partner • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Financial Advisor at Bloomfield Hills Financial, Managing Partner / VP Sales & Marketing at...
Title:
Financial Advisor at Bloomfield Hills Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Bloomfield Hills Financial - Bloomfield Hills, MIFinancial Advisorsince Oct 2012Fight-Bite Custom Mouthguards - Clawson, MIManaging Partner / VP Sales & Marketingsince Jul 2010
Skills:
Sports Marketing, Sponsorship Sales, Sponsorship, Social Media Marketing, Relationship Marketing,...
Full Profile

Sammy Amine Troy, MI

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Mortgage appraisals - Auburn Hills, MI
Personal banker
Full Profile

Robert Wilkinson Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Information Technology Specialist • IT Specialist • Operations Manager • Accounts Payable • Accounts Payable Specialist • Financial Compliance Examiner • Auditor • Leader • Butler • Advisor • Analysts • Managers • Personal Care Aide • Master of Business Administration • Bachelor of Science • Law Specialist • Lawyers • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Sr. Financial Consultant at Centroid Systems, Owner at Gene Wilkinson Farms LLC
Title:
Sr. Financial Consultant at Centroid Systems
Location:
Greater Detroit Area
Industry:
Information Technology and Services
Work history:
Centroid Systems - Troy, MISr. Financial Consultantsince Sep 2012Gene Wilkinson Farms LLC - Markleville, INOwnersince Apr 1986
Skills:
Oracle Applications, Oracle iProcurement, Oracle Purchasing, Oracle Inventory, Oracle General...
Full Profile

Jeff Geralds Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Mutual of Omaha
Title:
Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Troy, MIFinancial Advisorsince Jul 2011Thrivent Financial Financial RepresentativeSep 2008 - Jul 2011
Full Profile

Alexander Wagner Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at AXA Advisors
Title:
Financial Consultant at AXA Advisors
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
AXA Advisors - Troy, MIFinancial Advisorsince May 2011Cambridge Consulting Group Wealth Strategies InternSep 2010 - May 2012
Skills:
Retirement Planning, Wealth Management, Insurance Review & Audit, Estate Planning, Education...
Full Profile

James Mundy Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Representative • Insurance Salesperson • Insurance Professional • Underwriter • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at CORE Financial Group
Title:
Owner, CORE Financial Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
CORE Financial Group - 333 W. Seventh St. Ste 200, Royal Oak MI, 48348Ownersince Jun 2009AXA Advisors - Troy MIFinancial ConsultantMar 2005 - Jun 2009
Full Profile

Josh Keagle Troy, MI

Professions & Specialties

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

Experience & Education

Position:
Financial advisor at Joshua Tree Investments, Treasurer at George Crockett Academy, Officer at U.S. ...
Title:
Financial advisor at Joshua Tree Investments
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Joshua Tree Investments Financial advisorsince 2011George Crockett Academy - DetroitTreasurersince 2011
Full Profile

Todd Petrocella Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Customer Service

Experience & Education

Position:
Supervisory Relationship Manager / Risk Mitigation / Centralized Supervision Unit at Ameriprise...
Title:
Supervisory Relationship Manager / Risk Mitigation at Ameriprise Financial, Inc.
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Ameriprise Financial, Inc. Supervisory Relationship Manager / Risk Mitigation / Centralized Supervision Unitsince Oct 2009Ameriprise Advisor Services, Inc. Regional Sales SupervisorJun 2009 - Oct 2009
Skills:
Compliance, Financial Advisory, Series 7, Series 24, Series 63, Customer Relations, Risk Management
individual financial advisor analysis and policy and procedur..
Full Profile

Andrew Spearman Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Operations Manager

Experience & Education

Position:
Registered Client Associate at Wells Fargo Advisors, LLC
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Registered Client AssociateWells Fargo Advisors, LLC - Birmingham, MIFinancial AdvisorJul 2010 - May 2013
Full Profile

Andrew Zale Troy, 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 LPL Financial
Title:
Zale Group, Financial Advisor at LPL
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
LPL Financial - Troy, MIFinancial Advisorsince Dec 2010Robert W. Baird & Co. - Birmingham, MIFinancial AdvisorMay 2003 - Dec 2010
Full Profile

Jason Budrick Detroit, MI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP®, AWMA® at LJPR, LLC
Title:
Wealth Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LJPR, LLC - Troy, MIFinancial Advisor, CFP®, AWMA®since Nov 2011
Skills:
Certified Financial Planner, retirement planning, Investment Management, Personal Tax Planning, Tax ...
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP Board
Accredited Wealth Management Advisor, CFP Board
Full Profile

Preston Zale Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Advisor

Experience & Education

Position:
Financial Advisor at LPL Financial
Title:
Zale Group, Financial Advisor at LPL Financial
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LPL Financial - Troy, MIFinancial Advisorsince Dec 2010Robert W. Baird & Co. - Birmingham, MIAssistant Branch Manager/Financial AdvisorSep 1999 - Dec 2010
Full Profile

Bryan Smith Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jun 2006
Skills:
Non Qualified Investments, Retirement, College, Life Insurance, Estate Planning
Full Profile

Brian Oconnor Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Project Managers • Recruitment

Experience & Education

Position:
Marketing Services Rep at State Farm
Title:
Marketing Sales Rep
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
State Farm - Beverly Hills, MIMarketing Services Repsince Feb 2011O'Connor Financial Services - Troy, MIFinancial AdvisorMay 1991 - Jan 2011
Full Profile

Keith Mahle Troy, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Staney Wealth Management, Senior Consulting Group Analyst at Morgan...
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Morgan Staney Wealth Management Financial Advisorsince Jun 2000Morgan Stanley Wealth Management Senior Consulting Group Analystsince Jun 1996
Certifications:
Certified Financial Planner™, Certified Financial Plannner Board of Standards, Inc.
Certified Investment Management Analyst℠, The Investment Management Consultants Association
Full Profile

Kelly Higgins Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
CFP(R), CPA, Owner at Lautus Wealth Advisory, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Lautus Wealth Advisory, LLC - Troy, MICFP(R), CPA, Ownersince Aug 2002Morgan Stanley Financial AdvisorMar 1998 - Aug 2002
Certifications:
CERTIFIED FINANCIAL PLANNER(tm) professional, CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.
Certified Public Accountant, MI Board of Accountancy
Full Profile

Jon Lafever Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Professional at AXA Equitable
Title:
Financial Professional, AXA Advisors, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
AXA Equitable - Troy, MIFinancial Professionalsince Sep 2011Morgan Stanley Smith Barney Financial AdvisorAug 2009 - Sep 2010
Full Profile

Casey Kreutzberg Detroit, MI

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Account Service Manager • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
VP Financial Consultant at Charles Schwab
Title:
VP - Financial Consultant at Charles Schwab
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Charles Schwab - Troy, MIVP Financial Consultantsince Oct 2012Edward Jones Financial AdviserJan 2011 - Sep 2012
Full Profile

Bill Turner Detroit, 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 • Operations Manager

Experience & Education

Position:
Financial Advisor DB French&Company at DB French
Title:
Financial Advisor at Leonard & Company
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
DB French - Troy MIFinancial Advisor DB French&Companysince Mar 2007Smith Barney Portfolio Manager1984 - 2007
Skills:
Retirement Planning, Wealth Management, Portfolio Management, Investments, Equities, Securities,...
Full Profile

Bradford Vannelli Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Advisor • Grinding and Polishing Worker

Experience & Education

Position:
Vice President Wealth Management at UBS Financial Services, Inc.
Title:
Financial Advisor
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Troy, MIVice President Wealth Managementsince Mar 2012Merrill Lynch Vice PresidentSep 1999 - Mar 2012
Skills:
Series 7, Series 65, Series 63, Licensed Life Insurance Agent
Full Profile

Bassem Moez Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Customer Service • School Administrator • Educational Manager • Medical Assistant • Healthcare Support

Experience & Education

Position:
CRPC, Branch manager at LPL Financial
Title:
Financial Advisor
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
LPL Financial - Farmington Hills, MICRPC, Branch managersince Aug 2008Ameriprise Financial - Troy, MIFinancial AdvisorAug 1997 - Aug 2008
Skills:
Investment Advisory, Wealth Management, Series 7, Retirement Planning, FINRA, Strategic Financial...
Full Profile

Reginald Harrison Detroit, 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 Wells Fargo Advisors, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Troy, MIFinancial Advisorsince Dec 2010
Full Profile

Brandon Morris Troy, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Mar 2013Action Financial Management, Inc. Financial ProfessionalMar 2010 - Mar 2013
Skills:
Investments, Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Strategic...
Certifications:
Series 7, FINRA
Series 65, FINRA
Full Profile

Katherine Ghannam Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Advisor • Manager • Operations Manager • Financial Manager • General and Operations Manager • Director of Operations • Lawyers

Experience & Education

Work

Company:
Asset strategies portfolio services
Senior consultant
Company:
Arvinmeritor - Troy, MI
Consultant
Full Profile

Ryan Mackinder Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at J.P. Morgan Securities, LLC
Title:
Chase Investments Financial Advisor, a Registered Representative of JP Morgan Securities, LLC
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
J.P. Morgan Securities, LLC - Troy, MIFinancial Advisorsince Oct 2009Thrivent Financial Financial AssociateSep 2007 - Oct 2009
Skills:
Financial Analysis
Full Profile

Maryann Gallina Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Finance and Accounting Specialist • Accounting Bookkeeper • Volunteer • Non-Profit • Controller • Clerical Specialist • Automotive Specialist • Automotive Professional • Event Manager • Operations Manager • Health Professional • Health Practitioner

Experience & Education

Position:
VP-Counselor Volunteer Services at Beaumont Health System, Bookkeeper at Management Investments...
Title:
Bookkeeper at Management Investments Consultants
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Beaumont Health System - Troy MIVP-Counselor Volunteer Servicessince Jun 2010Management Investments Consultants - Troy, MIBookkeepersince Jan 2005
Bookkeeper for independent financial advisor firm
Full Profile

Michelle Harm Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Builder • Construction Specialist • Construction Laborer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Representative

Experience & Education

Position:
Financial Advisor at The Heartland Group, Financial Advisor at Reid Associates
Title:
Financial Advisor at The Heartland Group
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
The Heartland Group - Southfield, MIFinancial Advisorsince Aug 2012Reid Associates - Southfield, MichiganFinancial Advisorsince Apr 2004
Languages:
English, French
Full Profile

Robin Spencer Detroit, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Marketing Manager • Operations Manager • Bachelor of Science • Master of Science • Field Marketing Specialist • Marketing Administrator • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Vice President Financial Advisor at Morgan Stanley
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Morgan Stanley - Troy, MIVice President Financial Advisorsince 2012Chase Investment Services Corporation - Huntington Woods, MIFinancial Advisor AssociateOct 2010 - Jun 2012
Full Profile

Lisa Hachigian Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Regional Administrative Manager, Supervision and Control Merrill Edge at Bank of America Merrill Lynch
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Bank of America Merrill Lynch - Troy, MichiganRegional Administrative Manager, Supervision and Control Merrill Edgesince Apr 2013Fifth Third Securities - Grosse Pointe, MIFinancial Advisor, Investment ExecutiveJul 2011 - Mar 2013
Full Profile

Michael Morehouse Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Consultant Associate at PNC Investments
Title:
Financial Consultant Associate
Location:
Troy, Michigan
Industry:
Investment Management
Work history:
PNC Investments Financial Consultant Associatesince Apr 2013Lightspeed Trading Relationship ManagerFeb 2008 - Feb 2012
Full Profile

Patrick Purczynski Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc. - Coffield & Associates
Title:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Coffield & Associates - Troy, MIAssociate Financial Advisorsince Feb 2011Ameriprise Financial Services, Inc. - Sacca and Associates - Novi, MIAssociate Financial AdvisorFeb 2009 - Feb 2011
Full Profile

Brett Bergmoser Detroit, MI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at UBS Financial Services, Financial Advisor at UBS Financial Services Inc
Title:
CERTIFIED FINANCIAL PLANNER™ at UBS Financial Services
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
UBS Financial Services - Troy, MICertified Financial Plannersince Jul 2009UBS Financial Services Inc Financial Advisorsince May 1998
Full Profile

Steve Ducharme Troy, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jun 1992Ford Motor Company Financial AnalystJan 1990 - Jun 1992
Full Profile

Shamima Khandaker Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts

Experience & Education

Work

Company:
Citibank
Anti-money laundering analyst
Company:
Higher one financial services company - Tampa, FL
Student & financial advisor
Full Profile

Millicent Evanoff Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Chief Executive

Experience & Education

Work

Company:
Prestent
Independent financial advisor
Company:
Independent
Investment advisor representative

Skills

Finding financial solutions to individuals future needs for retirement income, managing
Full Profile

Rasha Francis Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Sales Manager • Supporting Member • Business Administrator • Managers • Shift Manager • Team Member • Sales Account Associate • Sales Executive

Experience & Education

Work

Company:
New passion home care - Warren, MI
Financial consultant
Company:
New passion home care - Warren, MI
Finance manager

Skills

Proficient in Word, Excel, PowerPoint, and Outlook; proficient in QuickBooks and Peachtree; fluent...
Full Profile

Maria Bongiovanni Troy, 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 Secure Asset Management, LLC
Title:
Financial Advisor
Location:
Troy, Michigan
Industry:
Financial Services
Work history:
Secure Asset Management, LLC Financial Advisorsince May 2012Hantz Financial Financial AdvisorOct 2006 - May 2012
Full Profile

Mark Paley Troy, MI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Territory Sales Manager • Region Manager • Area Manager • Managers

Experience & Education

Work

Company:
Farmers insurance, chow district office - Troy, MI
District sales manager
Company:
Northwestern mutual financial network - Troy, MI
Financial advisor
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Naeon Kim Troy, MI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Troy, Michigan
Industry:
Financial Services
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Jason Baird Detroit, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Secure Asset Management
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Secure Asset Management - Troy, MiFinancial Consultantsince May 2012
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