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Financial Consultants in Waukesha, WI

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42 results found

Chad Mashburn Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSpeakerVolunteerModeratorSpokespersonRepresentativeNon-ProfitAdvisorSports TrainerSports TrainersOwnerFounderChief ExecutiveFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam MemberContractorIndependent Business OwnersRecruitment

Experience & Education

Position:
Owner and Founder at Platinum Wealth Solutions LLC, Volunteer Facilitator at Wisconsin Women's...
Title:
Financial Advisor | Speaker | Financial Coach | 262-312-0640
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Platinum Wealth Solutions LLC - Greater Milwaukee AreaOwner and Foundersince Jul 2012Wisconsin Women's Business Initiative Corporation - Greater Milwaukee AreaVolunteer Facilitatorsince Sep 2012
Certifications:
Series 7, FINRA
Series 66, FINRA

Jeff Haack Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersService ManagerSupporting MemberService Operations ExpertTeam MemberCustomer ServiceClient Service OfficerBuilderConstruction SpecialistConstruction LaborerOperations ManagerAdvisorMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistSales ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Client Service Manager II – Retail Intermediary Service Team at Wells Fargo Advantage Funds
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Wells Fargo Advantage Funds - Menomonee Falls, WIClient Service Manager II – Retail Intermediary Service Teamsince Aug 2012Wells Fargo Advantage Funds - Menomonee Falls, WIClient Service Manager - Direct to FundJun 2011 - Aug 2012
Skills:
Sales, Leadership, Management, Strategic Planning, Strategy, Sales Operations, Loans, Team...
Certifications:
Series 7, Series 63, Series 65 and Series 24 Licensed, Financial Industry Regulatory Authority
..outstanding customer service to our financial advisor clients by servicing their needs..

Kiersten Beecroft Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystApprenticeRepresentativeAnalystsMarket AnalystMarket Research AnalystBachelor of Business AdministrationInsurance ProfessionalUnderwriterProperty ManagerReal Estate ManagerOperations ManagerStudent Worker

Experience & Education

Position:
Client Account Specialist at Kowal Investment Group
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Kowal Investment Group - Waukesha, WIClient Account Specialistsince Feb 2013LPL Financial - Pewaukee, WIRegistered AssistantMay 2011 - Feb 2013
Skills:
Series 7, Series 63, Licensed Life & Health Insurance Agent, Microsoft Office, Morningstar,...
Languages:
English, German
..be made to persons in states where the financial advisor is not registered

Brian Wielgus Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness Development AssociatePartnerOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Financial Advisor at Robert W. Baird & Co.
Location:
Waukesha, Wisconsin
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Waukesha, WIFinancial Advisorsince Jan 2012LM Consultants, Inc. Business Development AssociateMay 2008 - Dec 2011
Skills:
Saving for Education, Retirement Planning, Charitable Gift Planning, Multi-generational wealth...

Douglas Woodard Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorVice PresidentOperations ManagerChief ExecutiveAdvisorCounselorCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEducational Manager

Experience & Education

Position:
Market Director / Vice President at Chase Investments / JP Morgan Securities
Title:
Market Director for Chase Private Client at Chase Investments/JPMorgan Securities
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Chase Investments / JP Morgan Securities - New Berlin, WIMarket Director / Vice Presidentsince Dec 2005NEW ENGLAND SECURITIES Financial AdvisorSep 2005 - Dec 2005
Languages:
Some Spanish

Emily Zimmerman Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberAdministrative ClerkClerical SpecialistComputer Software ProfessionalSoftware DevelopersRecruitmentStudent WorkerChief ExecutiveOperations Manager

Experience & Education

Position:
Financial Consultant at Wells Fargo Advisors, LLC
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Waukesha, WIFinancial Consultantsince Nov 2012~ - Waukesha, WIRegistered Client Associate at Wells Fargo Advisors, LLCSep 2010 - Nov 2012

Rob Hellman Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President, Financial Advisor at Ziegler
Title:
Vice President, Financial Advisor at Ziegler Wealth Management
Location:
Waukesha, Wisconsin
Industry:
Financial Services
Work history:
Ziegler - Waukesha,WIVice President, Financial Advisorsince Apr 1996

C.j. Langjahr Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Title:
Private Client Advisor, J.P. Morgan Chase Bank, NA
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
J.P. Morgan Chase Bank, N.A. - 2402 E Moreland Blvd Waukesha, WI 53186Private Client Advisorsince May 2006Olde Stockbrokers now Ameriprise Financial Financial AdvisorJan 1999 - May 2006
Skills:
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Series 65, Series 6,...

Elena Phillips Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberRepresentativeTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerChief ExecutiveManagersOffice ClerkClerical SpecialistOperations ManagerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsSchool AdministratorEducational ManagerPersonnel SpecialistRecruitment

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Title:
Associate Financial Representative
Location:
Waukesha, Wisconsin
Industry:
Financial Services
Work history:
Northwestern Mutual - Brookfield, WIAssociate Financial Representativesince Jan 2013Wangard Investment Management Administrative ManagerJan 2012 - Mar 2012
..under the direction of independent Financial Advisor

Jairus Halladay Milwaukee, WI

Professions & Specialties

Financial AdviserFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberSolutions AdvisorTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecretaryCorporate ExecutiveChief ExecutiveOperations Manager

Experience & Education

Position:
Financial Advisor Associate at Investors Advisory Goup (LPL Financial, LLC)
Title:
Financial Adviser Associate
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Investors Advisory Goup (LPL Financial, LLC) - Waukesha, WIFinancial Advisor Associatesince May 2013Merrill Lynch - Pennington, NJFinancial Solutions AdvisorAug 2012 - Dec 2012

Mike Hagberg Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales EngineerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonConstructionProduct PromoterArea ManagerManagersDepartment SupervisorManagerOperations ManagerRegion ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sales Engineer at American State Equipment
Title:
Sales
Location:
Greater Milwaukee Area
Industry:
Construction
Work history:
American State Equipment - Greater Milwaukee AreaSales Engineersince Jul 2004Waddell & Reed Financial AdvisorApr 2002 - Aug 2004

Matthew Flowers Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorSupporting MemberTeam MemberOperations ManagerArea ManagerManagersNotaryLawyersBachelor of Business Administration

Experience & Education

Work

Company:
Associated bank - New Berlin, WI
Business to business sales and relationship development
Company:
Chase investment services corp - Milwaukee, WI
Vice president - investments/financial advisor associate

Skills

Solution Based Sales, Strong Technical and Mechanical Aptitude, Relationship Management

Joan Grassmann Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wheaton franciscan health
Financial counselor
Company:
Columbia st mary's healthcare - Milwaukee, WI
Financial counselor

Joan Grassmann Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wheaton franciscan healthcare
Patient access representative
Company:
Columbia st mary's healthcare - Milwaukee, WI
Financial counselor

Mark Semrow Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerTax PreparerTax AccountantSupporting MemberTeam Member

Experience & Education

Work

Company:
Focused tax solutions and choice advisors
Tax associate and financial advisor
Company:
Self employed
Sales

Skills

Languages- English, German

Frank Mularz Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at PNC Investments
Location:
Milwaukee, Wisconsin
Industry:
Financial Services
Work history:
PNC Investments - Wauwatosa, WIFinancial Advisorsince Sep 2011LPL Financial - New Berlin, WIFinancial AdvisorApr 2010 - Sep 2011

Joe Nolan Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonChief ExecutiveOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner/President at Good Harvest Market
Title:
Owner, Good Harvest Market
Location:
Greater Milwaukee Area
Industry:
Food & Beverages
Work history:
Good Harvest Market - waukesha, wiOwner/Presidentsince Jan 2005Robert W. Baird & Co. Financial AdvisorNov 1985 - Jan 2011

Vladislav Ivankovic Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVolunteerNon-Profit

Experience & Education

Work

Company:
The leukemia & lymphoma society
Volunteer
Company:
New england financial division of metropolitan life
Financial advisor

Vicki Helg Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Froedtert hospital
Financial counselor
Company:
Scheduling coordinator

Vicki Helg Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Froedtert hospital
Financial counselor
Company:
Scheduling coordinator

Derek Peltier Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief Executive

Experience & Education

Work

Company:
Savaglia investments - Oak Creek, WI
Financial advisor
Company:
Financial sales - New Berlin, WI
Landscape business owner

Robert Maas Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEntrance GreeterTechnicianCoordinatorOrganization ManagementLobby AttendantTechnical SpecialistTechnical Support SpecialistsManagersPersonnel OfficerPersonnel SpecialistRecruitmentChief Communications OfficerChief ExecutiveOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonTeam MemberAutomotive ProfessionalAccounting BookkeeperBookkeeper

Experience & Education

Position:
Audio / Video Personnel at St. Paul's Eve Lutheran Church, Lube Technician at Boucher Hyundai,...
Title:
Usher Team at St. Paul's Eve Lutheran Church
Location:
Greater Milwaukee Area
Industry:
Nonprofit Organization Management
Work history:
St. Paul's Eve Lutheran Church - Muskego, WIAudio / Video Personnelsince Nov 2011Boucher Hyundai - Waukesha,WILube Techniciansince Jul 2011
Financial Consultant at Primerica

Chris Menden Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorBoard MemberOperations ManagerManagement Team ExecutiveOrganization ManagementNon-ProfitCounselorAdvisorPhilanthropeBusiness AdministratorBaseball CoachSports Game CoachMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket Research Analyst

Experience & Education

Position:
Director, Estate and Gift Planning at American Cancer Society
Title:
Director, Estate and Gift Planning, American Cancer Society
Location:
Greater Milwaukee Area
Industry:
Nonprofit Organization Management
Work history:
American Cancer Society - Waukesha, WIDirector, Estate and Gift Planningsince 2009Franklin Educational Foundation - Franklin WiBoard of Directors2006 - 2010
Skills:
Leadership, Strategic Planning, Team Leadership, Team Building, Planned Giving, Marketing Strategy, ...
Financial Advisor at AXA Advisors

Mark Novak Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecurityCounselorConstructionAdvisorAccount Service ManagerClient Service OfficerCustomer ServiceIndependent Sales RepresentativeEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSalesForce AdministratorComputer Software ProfessionalDatabase Administration ProfessionalDatabase AdministratorSoftware DevelopersAssociate in Applied ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Security Consultant at Stanley Security Solutions
Location:
Greater Milwaukee Area
Industry:
Construction
Work history:
Stanley Security Solutions - Waukesha WISecurity Consultantsince Jun 2011IKON Office Solutions Account ExecutiveFeb 2010 - Dec 2011
Skills:
Marketing
Financial Advisor at UBS

Julie Atkielski Waukesha, WI

Professions & Specialties

Financial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Prohealth solutions llc - Waukesha, WI
Accounting coordinator
Company:
Waukesha elmbrook health care sc - Waukesha, WI
Accounting coordinator

Craig Hafemann Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentModeratorAdvisorManagerOperations ManagerAnalystAnalystsManagersBusiness TeacherMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Department Facilitator and Facilities Manager at Neu Tool and Supply Corporation
Location:
Greater Milwaukee Area
Industry:
Education Management
Work history:
Neu Tool and Supply Corporation - New Berlin, WIDepartment Facilitator and Facilities Managersince Feb 2011Unemployed UnemployedJan 2011 - Jan 2011
Financial Advisor at Wells Fargo Advisors

Glenn Stadler Milwaukee, WI

Professions & Specialties

Lending OfficerLoan SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President-Commercial Banking at Westbury Bank
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Westbury Bank Senior Vice President-Commercial Bankingsince Jul 2012Foundations Bank Senior Vice President & Chief Lending OfficerFeb 2009 - Jul 2012
Business Financial Advisor at Merrill Lynch

Phil Harris Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerControllerFinancial DirectorChief Operating OfficerVice President of FinanceOwnerChief Executive OfficerFinancial OfficerFinancial ManagerGeneral and Operations ManagerDirector of OperationsVice PresidentChief ExecutiveCorporate ExecutiveCertified Public AccountantAccounting BookkeeperBookkeeperModelMaster of ScienceMathematicsMathematician

Experience & Education

Position:
Enterprise Risk Director at IEWC Global Solutions
Location:
Greater Milwaukee Area
Industry:
Wholesale
Work history:
IEWC Global Solutions - New Berlin, WIEnterprise Risk Directorsince Aug 2012IEWC Inc - New Berlin, WIInterim Corporate ControllerMar 2012 - Sep 2012
Financial Consultant at LauberCFOs

Pedro Rodriguez Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentGovernment Administration ProfessionalInterpreterPoliceCommunity Service ManagerLanguage SpecialistBusiness AdministratorMarketing ManagerOperations ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorBachelor of Arts

Experience & Education

Position:
Housing Specialist at Waukesha Housing Authority
Title:
Bilingual Housing Specialist
Location:
Greater Milwaukee Area
Industry:
Government Administration
Work history:
Waukesha Housing Authority Housing Specialistsince May 2013City of Waukesha Police Department - Waukesha, WISpanish Interpreter1995 - Jun 2013
financial advisor

Donna Houston Milwaukee, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMedical AssistantMedical ReceptionistHealthcare SupportMedical Office AssistantMedical Practice ProfessionalMedical PractitionerFront Office Receptionist

Experience & Education

Position:
Medical Assistant,CCMA at Central Otologic Limited, Medical Receptionist at Healing Corner
Title:
Medical Assistant,CCMA at Central Otologic Limited
Location:
Greater Milwaukee Area
Industry:
Medical Practice
Work history:
Central Otologic Limited - Oconomowoc, iMedical Assistant,CCMAsince Mar 2013Healing Corner Medical Receptionistsince Aug 2011
Financial Advisor at Waukesha State Bank

Ryan Pedersen Milwaukee, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentPersonnel SpecialistPharmaceutical Sales RepresentativeSales RepresentativeBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
IT Recruiter at Johnson Controls
Title:
Recruiter at Johnson Controls
Location:
Greater Milwaukee Area
Industry:
Staffing and Recruiting
Work history:
Johnson Controls IT Recruitersince Jun 2013Stafflogix RecruiterApr 2012 - Jun 2013
Financial Advisor at Northwestern Mutual

Jessy Karides Waukesha, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersSupervisorFreelance ProofreaderWriting and Editing ProfessionalWriter and EditorBachelor of Business Administration

Experience & Education

Work

Company:
Kohl's corporate
Project coordinator
Company:
Kohl's corporate
Senior quality control proofing specialist

Brian Estel Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorIndependent Business OwnersApprenticeSales Account AssociateSales RepresentativeSales ExecutiveGeneral EducationSales ManagerStudent Worker

Experience & Education

Work

Company:
Pepsi-cola
Sales merchandiser
Company:
Herman's construction - Green Bay, WI
Independent contractor

Kathy Kerr Waukesha, WI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveDirector of OperationsShop ManagerOperations ManagerSales ManagerAdministrative AssociateAdministrative ClerkClerical SpecialistBachelor of ScienceSales Representative

Experience & Education

Work

Company:
A woman's in2wishin
Owner
Company:
A woman's in2wishin - Mukwonago, WI
Financial planners assistant

Allyn Brauer Waukesha, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDB AdministratorDatabase Administration ProfessionalDatabase AdministratorSecurityRepresentativeSales ManagerSales DirectorChief ExecutiveMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Adt llc
Custom homes representative
Company:
At&t
Sales manager

Donald Gibbs Waukesha, WI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSecurityDelivery Sales WorkerDelivererChauffeurPassenger Vehicle DriverMotor Transportation OperatorMotor Vehicle OperatorManagerOperations Manager

Experience & Education

Work

Company:
Bonafide security systems
Sales
Company:
Marty's pizza
Delivery driver

Brendan Lawler Waukesha, WI

Professions & Specialties

Warehouse SupervisorWarehouse ManagerWarehousing ManagerWarehousing ProfessionalStockerStock ClerkManagerOperations Manager

Experience & Education

Work

Company:
Safelite autoglass - Pewaukee, WI
Warehouse supervisor
Company:
Fedex smart post - New Berlin, WI
Dock manager ii

Paul Borges Chicago, IL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberAdvisorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Investment Research and Planning Associate at MJK and Associates
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
MJK and Associates Investment Research and Planning Associatesince Jan 2012Edward Jones Financial Advisor TraineeOct 2010 - Dec 2010

Sarah Murray Sarasota, FL

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirector of Business DevelopmentBusiness Development ManagerOperations ManagerAdvertising ProfessionalAdvertising Sales AgentPsychologistSurgeonSurgical SpecialistPsychology SpecialistProduction ManagerVice PresidentChief ExecutiveSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Director of Business Development at Performance Transformation, LLC
Title:
Director of Business Development, Performance Transformation, LLC.
Location:
Sarasota, Florida Area
Industry:
Management Consulting
Work history:
Performance Transformation, LLC Director of Business Developmentsince 2009Center for Sight - Venice, FLFinancial Counselor2005 - 2008

Lewis Leavitt Austin, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeProject ManagerRepresentativePhysicianStudent WorkerRecruitmentProject Managers

Experience & Education

Position:
Business Development at MarketDriver
Location:
Austin, Texas
Industry:
Venture Capital & Private Equity
Work history:
MarketDriver - Austin, Texas AreaBusiness Developmentsince Jul 2012GE Healthcare - Waukesha, WIECLPJul 2010 - Jun 2012
Languages:
Spanish
Financial Advisor with Ward Financial Advisory at..

Kaiping Su San Francisco, CA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerComputer Network ProfessionalInformation Technology SpecialistNetwork AdministratorIT SpecialistSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of Business AdministrationApprenticeStudent WorkerManagement Team ExecutiveChief ExecutiveComputer ConsultantIT ConsultantAnalystsHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket AnalystMarket Research Analyst

Experience & Education

Position:
Program Manager, Global Business Operations at Cisco Systems
Title:
Program Manager, Cisco Systems
Location:
San Francisco Bay Area
Industry:
Information Technology and Services
Work history:
Cisco Systems - San Jose, CAProgram Manager, Global Business Operationssince Jul 2012Cisco Systems - San Jose, CAMBA Intern, Emerging Countries OperationsMay 2011 - Aug 2011
Financial Advisor at Precision Wealth

Jamie Van Wagoner Temecula, CA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantSupervisorManagersCounselorAdvisorSenior Customer Service RepresentativeHuman Resources SpecialistRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Branch Supervisor at Pacific Marine Credit Union
Title:
Branch Supervisor
Location:
Temecula, California
Industry:
Banking
Work history:
Pacific Marine Credit Union - Temecula, CABranch Supervisorsince Nov 2010JPMorgan Chase - Fallbrook, CAPersonal BankerMay 2010 - Nov 2010
Skills:
Customer Service, Banking, Credit, Loans, Team Building, Sales, Coaching, CRM, Management,...


Financial Consultants near Waukesha, WI02374747119481,185MilwaukeeBrookfieldRacineMenomonee FallsOconomowocPewaukeeThiensvilleOak CreekMuskegoCedarburg



Financial Consultants around Waukesha, WI

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Financial Consultants in Wisconsin

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