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Financial Consultants in DC

Financial Consultants in Washington, DC

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250 results found

Revegene Moran Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Financial Analyst • Auditor • Loan Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Project Managers • School Principal • School Administrator • Educational Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Supervisor • Project Manager • Business Administrator • Advisor • Managers • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Position:
Systems Accountant- Financial Analysis and Reporting at Federal Housing Administration- US...
Title:
Systems Accountant- Financial Analysis and Reporting @ Federal Housing Administration- Housing & Urban Development
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Federal Housing Administration- US Department of Housing and Urban Development Systems Accountant- Financial Analysis and Reportingsince Feb 2011Sapient Enterprises Senior Financial ConsultantMar 2010 - Dec 2010
Skills:
Financial Analysis, Financial Reporting, Internal Controls, Accounting, Forecasting, Finance,...
Full Profile

Patrick May Washington, DC

Professions & Specialties

Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Investment Professional at Wells Fargo Advisors
Location:
Washington, District Of Columbia
Industry:
Investment Management
Work history:
Wells Fargo Advisors - Washington DCInvestment Professionalsince Apr 2011PNC - Washington D.C. Metro AreaSenior Financial ConsultantJul 2010 - Apr 2011
Full Profile

Mark Mueller Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Planner • Analysts • Chief Executive Officer • Corporate Executive • Chief Executive • Air Transportation Worker • Vice President • Project Managers

Experience & Education

Position:
Financial Consultant at Thrivent Financial
Title:
Financial Consultant at Thrivent Financial for Lutherans
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Thrivent Financial Financial Consultantsince Jan 2010BP Solar Performance & Planning AnalystNov 2007 - Oct 2009
Full Profile

Ivan Zabaloieff Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Business Administrator • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • General Partner • Partner • Chief Executive • Operations Manager • Corporate Executive • Financial Officer • Financial Manager • Property Manager • Real Estate Manager • Public Records Assessor

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc Financial Advisorsince Apr 2009Ivan Zabaloieff Money Management Partnership, LP General PartnerOct 1984 - Mar 2009
Skills:
Wealth Management, Real Estate Investment Trusts, Financial Planning, Life Insurance, Long Term...
Full Profile

Ifthekar Chowdhury Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Information Technology Specialist • IT Specialist • Customer Service • Client Service Officer • Business Administrator • Advisor • Entertainment Professional • Entertainer • Bachelor of Science • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper • Recruitment • Operations Manager

Experience & Education

Position:
Business Analyst at Emergint Technologies
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
Emergint Technologies Business Analystsince Mar 2010A&H Financial Services Financial ConsultantJan 2009 - Jul 2009
Skills:
Financial Analysis, Financial Reporting, Accounts Reconcilliation, Troubleshooting, International...
Full Profile

Damon Ridley Washington, DC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Representative • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Investment Advisor Representative/CEO at Ridley Wealth Strategies
Title:
Investment Advisor, Financial Planner, Wealth Advisor, CEO, Ridley Wealth Strategies
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ridley Wealth Strategies - Greenbelt, MdInvestment Advisor Representative/CEOsince Dec 2007ING Financial Partners Investment Advisor RepresentativeMar 2005 - Dec 2007
Skills:
Investment Advisory, Financial Planning, Risk Management, Debt Reduction Strategies, Asset...
Certifications:
Certified Financial Planner (Candidate)
Financial Advisor and Financial Planner
Full Profile

Martine Jean Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Criminal Defense Lawyer • Law Specialist • Defense Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Judicial Law Clerk • Managers • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Community Service Manager

Experience & Education

Position:
Attorney at Martine Jean Law Office, LLC
Title:
at Martine Jean Law Office LLC
Location:
Washington D.C. Metro Area
Industry:
Law Practice
Work history:
Martine Jean Law Office, LLC - PO Box 223, Hyattsville Maryland 20781Attorneysince Nov 2010Morgan Stanley Smith Barney Financial Advisor AssociateApr 2010 - Nov 2010
Full Profile

Issa Bannourah Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Speaker • Investor • Analyst • Recognition • Advisor • Spokesperson • Representative • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Research Scientist • Student Worker • Health Professional • Health Practitioner • Operations Manager

Experience & Education

Position:
Consultant at IB Consulting
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
IB Consulting Consultantsince Dec 2011BlackRock, Americas High Net Worth And International Division - Princeton, New JerseyAnalystMay 2011 - Nov 2011
Skills:
Financial Modeling, Series 7, Alternative Investments, Investments, Mutual Funds, Investment...
Languages:
Arabic
Certifications:
Series 66, FINRA
Series 7, FINRA
Full Profile

Gordon Genovese Washington, DC

Professions & Specialties

Financial Consultant • Credit Counselor • Financial Services Professional • Financial Services Sales Agent • Program Director • Chief Executive Officer • Board Member • Operations Manager • Corporate Executive • Chief Executive • Management Team Executive • Psychologist • Counselor • Non-Profit • Security • Advisor • Psychology Specialist • Financial Analyst • Managers • Technical Specialist • Technical Support Specialists • Recruitment

Experience & Education

Position:
Program Director at Zeiders Enterprises Incorporated
Location:
Washington D.C. Metro Area
Industry:
Individual & Family Services
Work history:
Zeiders Enterprises Incorporated Program Directorsince Jul 2012AFCPE Executive DirectorMay 2008 - May 2012
certification programs: Accredited Financial Counselor
Full Profile

Earl Scott Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Underwriter

Experience & Education

Position:
Underwriter at Willis Agency
Title:
Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
Willis Agency Underwritersince May 2013
Full Profile

Naomi Zepeda Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction • Supervisor • Managers • Manager • Operations Manager • Contractor • Machine Operator • Business Administrator • Industrial Operator • Sales Representative • Sales Agent • Bachelor of Science • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Washington D.C. Metro Area
Industry:
Construction
Work history:
Edward Jones Financial Advisor TraineeMar 2009 - May 2009Masco Contractor Services Field area SupervisorDec 2002 - Dec 2008
Skills:
advertising, advertising sales, closing, color, customer relations, customer service, features,...
Full Profile

Duff Scudder Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Operations Manager • Account Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Information Technology Specialist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Representative

Experience & Education

Position:
CFO at LeapFrog Solutions
Location:
Washington D.C. Metro Area
Industry:
Telecommunications
Work history:
LeapFrog Solutions - Fairfax, VACFOsince Apr 2013SNVC - Fairfax, VAFinancial Consultant - Interim ControllerMar 2012 - May 2013
Full Profile

Esther Ko Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Advisor • Operations Manager • Examiner • Contractor • Organization Management • Inspector • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Associate Director of Audit at AED
Title:
at AED
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
AED Associate Director of Auditsince May 2010Indpendent Contractor Accounting and Financial ConsultantJan 2010 - May 2010
Full Profile

Carlos Bustillos Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Host • Analyst • Speaker • Analysts • Spokesperson • Representative

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Aug 2010Venezuelan Radio and TV Stations HostJun 2006 - 2011
Full Profile

T Peters Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Printing Supervisor • Print Worker • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Representative • Web Marketer • Internet Marketing Manager • Marketing Manager • Sports Trainer • Sports Trainers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Government Business Development at TP Toners & Imaging
Title:
Government Business Development
Location:
Washington D.C. Metro Area
Industry:
Business Supplies and Equipment
Work history:
TP Toners & Imaging Government Business Developmentsince Mar 2007Waddell & Reed Inc Financial AdvisorFeb 2005 - Nov 2007
Skills:
Consultative Selling, Solution Selling, Contract Negotiation, Strategic Planning, SEO, Management,...
Full Profile

Angela Platt Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Social Worker • Business Administrator • Administrative Clerk • Clerical Specialist • Drivers • Hairdresser • Social Workers • Operations Manager

Experience & Education

Work

Company:
Community services
Camera woman
Company:
Financial crisis prevention center
Financial advisor

Skills

Barber, Cosmetology, Insurance Agent, Lite Spanish
Full Profile

Lauri Dubia Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Master of Science • School Administrator • Educational Manager • Computer Scientists

Experience & Education

Position:
Financial Advisor at CUSO Financial Services L.P. at Pentagon Federal Credit Union
Title:
CUSO Financial Services L.P. at Pentagon Federal Credit Union(PENFEDINVEST)
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
CUSO Financial Services L.P. at Pentagon Federal Credit Union - Washington, DCFinancial Advisorsince Nov 2012NASAFCU - WASHINGTON, DCRegistered Representative,CUSO Financial Services, L.P. (Member FINRA / SIPC)Jan 2011 - Nov 2012
Full Profile

Frank Passarelli Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security

Experience & Education

Position:
Financial advisor at The guardian
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
The guardian Financial advisorsince Jun 1994
Full Profile

Veronica Brown Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Experience dsi renal inc
Patient liaison
Company:
Levindale hebrew geriatric center & hospital - Baltimore, MD
Financial counselor
Full Profile

Christine Brown Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Registered Client Associate at Merrill Lynch
Location:
Washington, District Of Columbia
Industry:
Financial Services
Work history:
Merrill Lynch - Washington DCRegistered Client Associatesince Mar 2013Merrill Lynch - Winter Park, FLFinancial AdvisorSep 2011 - Mar 2013
Skills:
Series 7, Derivatives, Series 63, Investments, Wealth Management, Asset Allocation, Fixed Income,...
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Edgard Martinez Washington, DC

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Economist • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Chief Economist • Management Analysts

Experience & Education

Position:
Sr. Economist and Sr. Financial Analyst at Inter-American Development Bank, Senior Financial and...
Title:
Independent Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Inter-American Development Bank Sr. Economist and Sr. Financial Analystsince Apr 2009World Bank and IMF Senior Financial and Economic Advisorsince Mar 2009
* Financial Advisor to Francofin-Banco de Paris for..
Full Profile

John Splain Washington, DC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Advisor • Analyst • Analysts

Experience & Education

Position:
VP, Investments, The McPherson Splain Group at Raymond James
Title:
Vice President, Investments of The McPherson Splain Group of Raymond James
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Raymond James VP, Investments, The McPherson Splain Groupsince Jul 1993Ferris, Baker Watts Vice President, Investment AdvisorJun 1986 - Jul 1993
..will not be made in states where the Financial Advisor is not registered
Full Profile

Andrew Evans Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Team Member • Bachelor of Business Administration • Sales Representative • Student Worker

Experience & Education

Work

Company:
Massmutual greater washington
Financial advisor
Company:
Northwestern mutual the washington group - Washington, DC
Financial representative
Full Profile

Katelyn Kitts Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • Customer Service

Experience & Education

Position:
Account Executive at Beacon Hill Staffing Group
Title:
Account Executive at Beacon Hill Associates
Location:
Washington D.C. Metro Area
Industry:
Staffing and Recruiting
Work history:
Beacon Hill Staffing Group - Washington D.C. Metro AreaAccount Executivesince Jul 2012Fitzwilliams Financial - Norfolk, Virginia AreaFinancial AdvisorSep 2011 - Jul 2012
Full Profile

Maria James Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Citizen
Location:
Washington D.C. Metro Area
Industry:
Computer Hardware
Work history:
Citizen Financial Consultant
Full Profile

Glenn Hain Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank of America
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
Bank of America Financial Advisor
Full Profile

Erik Bohn Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince 2009
Skills:
Financial Planning
Full Profile

Jeff Schatz Washington, DC

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 • Fraud Specialist • Financial Compliance Examiner • Auditor • Operations Manager • Information Technology Specialist • IT Specialist • Sales Engineering Specialist • Sales Engineer • Sales Representative

Experience & Education

Position:
Financial Planning and Operations Support at English & Associates
Title:
Candidate for CFP ® Certification - will complete experience requirement September 2013
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
English & Associates - Tysons CornerFinancial Planning and Operations Supportsince Jun 2012Financial Network Investment Corporation, Member SIPC Financial AdvisorDec 2010 - May 2012
Full Profile

Ozgur Karaosmanoglu Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Operations Manager • Director of Operations • Chief Executive • Corporate Executive • Dean • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
SR VP, Investments at Raymond James
Title:
SR VP, Investments at Raymond James/ Managing Director
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Raymond James SR VP, Investmentssince Mar 1993Legg Mason Investment ExecutiveMay 1990 - Mar 1993
Languages:
English, Turkish
..be made to persons in states where the Financial Advisor is not registered
Full Profile

James Wilson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at AXA
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
AXA Financial Consultant
Full Profile

Mitch Neaves Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Game Coach • Sports Trainers

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Wells Fargo Advisors - Mclean VaFinancial Advisorsince Dec 2011Regent Properties Ltd. RealtorDec 2009 - Dec 2011
Full Profile

Grant Hastings Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Security • Counselor • Lifeguard • Life Guard • Advisor • Sales Person • Sales Representative • Recruitment • Operations Manager • Research Specialist • Research Scientist • Research Assistant • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Full-Time MBA Student at Georgetown University
Title:
MBA Candidate at Georgetown University
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Georgetown University Full-Time MBA Studentsince Aug 2012The Colony Group/ Mintz Levin Financial Advisors - Boston, MAAssociate Financial CounselorJan 2012 - Jul 2012
Full Profile

Cris Caruso Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developers

Experience & Education

Position:
Associate Financial Advisor at Bump & Associates at Ameriprise Financial
Title:
Financial Advisor
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Bump & Associates at Ameriprise Financial Associate Financial Advisorsince Aug 2004Micros Systems Account Consultant2001 - 2004
Skills:
Domestic Partner Planning, Retirement Planning, Women's Financial Strategies, Saving for Education, ...
Full Profile

Judy Reyes Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Doctor of Musical Arts

Experience & Education

Position:
Sr Financial Consultant at DMA
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
DMA Sr Financial Consultant
Full Profile

Alex Peguero Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at FEEP FINANCIAL
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
FEEP FINANCIAL Financial advisor
Full Profile

Agha Saeed Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Oracle Financial Consultant at AALCPAS/Deloitte
Location:
Washington D.C. Metro Area
Industry:
Accounting
Full Profile

David Warner Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Area Manager • Managers • Sales Representative

Experience & Education

Position:
Financial Advisor at PNC Investments, LLC
Title:
Financial Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
PNC Investments, LLC Financial Advisorsince Mar 2011Morgan Stanley Smith Barney Financial AdvisorJul 2010 - Mar 2011
Skills:
Retirement, Alternative Investments, Retirement Planning, Mutual Funds, Separately Managed...
Full Profile

Charlie Cooper Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Executive Compensation • Operations Manager • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Financial Advisor at Morgan Stanley Smith Barney
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Director, Financial Advisorsince Dec 1983Dean Witter Financial AdvisorApr 1981 - Dec 1983
Full Profile

Mojca Coffin Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Translator • Bilingual Communications Specialist • Linguist • Language Specialist • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Freelance Translator at SCHREIBER TRANSLATIONS INC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
SCHREIBER TRANSLATIONS INC - ROKSVILLE, MDFreelance Translatorsince Oct 2012ADVANCEMENT CONCEPTS/THE GUARDIAN LIFE INSURANCE COMPANY FINANCIAL ADVISORSep 2010 - Oct 2011
Languages:
English, Slovenian
Full Profile

Brandi Anderson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Community Service Manager • Accounts Receivable • Government Administration Professional

Experience & Education

Position:
Compensation and Pension at Dept of Veterans Affairs, Financial Counselor at LANGLEY PROVIDER GROUP
Title:
Medical Administrative Professional, Accounts Receivable, Billing, Coding and Collections, Marketing
Location:
Washington D.C. Metro Area
Industry:
Government Administration
Work history:
Dept of Veterans Affairs Compensation and Pensionsince Jan 2009LANGLEY PROVIDER GROUP - Veteran's Affairs Medical Center NW Washington, DCFinancial Counselorsince Jan 2009
Skills:
Process Scheduler, Microsoft Office, Event Management, Training, Sales, Microsoft Excel, Outlook,...
Languages:
Spanish, German
Full Profile

Mohammed Elbadawi Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at middle east bakery
Title:
sale's dept
Location:
Washington D.C. Metro Area
Industry:
Food Production
Work history:
Middle east bakery Financial Advisorsince 1988
Full Profile

Deborah Emerson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Psychology Specialist • Bachelor of Arts • Customer Service • Operations Manager

Experience & Education

Position:
Personal Financial Counselor at Zieders
Title:
Accredited Financial Counselor
Location:
Washington D.C. Metro Area
Industry:
Individual & Family Services
Work history:
Zieders - Military District of WashingtonPersonal Financial Counselorsince Jan 2013US Navy EFMP LiaisonNov 2010 - 2011
Skills:
Public Speaking, Training, Marketing, Teaching, Team Building, Coaching, Social Networking,...
Full Profile

Cameron Gamble Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Coordinator • Sales Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Network Consultant • Computer Consultant • IT Consultant • Recruitment

Experience & Education

Position:
District Sales Coordinator at Aflac
Title:
at
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
Aflac District Sales Coordinatorsince May 2008Merrill Lynch Financial AdvisorJan 2005 - May 2008
Full Profile

Gautam Gupta Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Business Administrator • Management Analyst • Analysts • Chief Information Officer • Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist

Experience & Education

Title:
Experienced Management Consultant at DMI (Digital Management, Inc.)
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
DMI (Digital Management, Inc.) - Bethesda, MDManagement ConsultantSep 2008 - Feb 2013Merrill Lynch - Frederick, MDFinancial Advisor Trainee2007 - 2007
Full Profile

Todd Ihrig Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at HD Vest Investment Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
HD Vest Investment Services Financial Advisorsince Jul 1999Ntelos, Inc. Director, IT ServicesSep 1995 - Jun 1999
Skills:
Retirement Planning, Educational Consulting, Institutional Accounts, Strategic Financial Planning,...
Full Profile

Mehmood Nathani Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Treasurer • Manager • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Altius Financial Advisors, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Altius Financial Advisors, LLC Presidentsince Dec 2001Fannie Mae Assistant TreasurerSep 1998 - Mar 2001
Skills:
I am a CFA charterholder and a CFP professional, I have clients from all fields of life -...
..my vision of becoming a fee-only financial advisor and investment manager
Full Profile

Assaf Pinchas Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Owner • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Allegiance Financial Group, LLC
Title:
Wealth Manager and Personal CFO at Allegiance Financial Group, LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Allegiance Financial Group, LLC Ownersince Oct 2001Diversified Financial Concepts Financial AdvisorJun 1995 - Oct 2001
Skills:
Investments, Mutual Funds, Asset Managment, Business Strategy, Financial Advisory, Retirement...
Languages:
English, Hebrew
Full Profile

Lauren Barnak Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Associate Wealth Management Advisor & Coordinator of Operations at Northwestern Mutual...
Title:
Associate Wealth Management Advisor
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network - McLean, VAAssociate Wealth Management Advisor & Coordinator of Operationssince Jun 2011Northwestern Mutual - Lancaster, PAAssociate Financial AdvisorJun 2009 - Jun 2011
Skills:
Retirement, Strategic Financial Planning, Fixed Annuities, Disability Insurance, Retirement...
Full Profile

Bill Frazer Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Insurance & Financial Advisor at Principal Financial Group
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Skills:
life insurance, Disability Insurance, long term care insurance, Financial Planning, Investments,...
Languages:
Russian
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Clifton Bukowsky Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Construction • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Account Manager • Chief Revenue Officer • Chief Learning Officer • Technology Director • Sales Manager • Operations Manager • Corporate Executive • General and Operations Manager • Director of Operations • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Training Manager • Managers • Master of Business Administration • Bachelor of Science • Master of Science

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
at Morgan Stanley Smith Barney
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Jan 2010CNB Strategic Consulting Vice PresidentJan 2001 - Jan 2010
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