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Financial Consultants in North Dakota

Financial Consultants in Williston, ND

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5 results found

Brent Lee Williston, ND

Professions & Specialties

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

Experience & Education

Position:
Wealth Manager at The Managed Assets Group
Location:
Williston, North Dakota
Industry:
Financial Services
Work history:
The Managed Assets Group - Williston, NDWealth Managersince Aug 2011Fortune Financial Financial AdvisorSep 2007 - Jun 2011
Skills:
Strategic Financial Planning, Disability Insurance, Wealth Management, Investment Advisory,...
Full Profile

Karla Aaland Williston, ND

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Philanthrope • Non-Profit • Chief Executive Officer • Corporate Executive • Chief Executive • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Title:
Consultant
Location:
Williston, North Dakota
Industry:
Executive Office
Work history:
Merrill Lynch - Fargo, North Dakota AreaFinancial AdvisorJul 2008 - May 2012Fargo-Moorhead Area Foundation Executive DirectorMar 2004 - May 2008
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Bradley Kelly Williston, ND

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Chief Operating Officer • Chairperson • Founder • Director • Customer Relations • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Founding Member • Financial Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President, Founder, and Portfolio Manager at Magnum Opus Financial, COO at Equipment Management...
Title:
COO at EMS and President of MOF
Location:
Williston, North Dakota
Industry:
Financial Services
Work history:
Magnum Opus Financial President, Founder, and Portfolio Managersince Dec 2008Equipment Management Solutions - Williston, NDCOOsince Dec 2012
Skills:
Customer Service, Portfolio Optimization, Portfolio Assessment, Social Media, Communication, Public ...
Languages:
French
Financial Advisor Network,FAN,
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Eric Lemon New Albany, OH

Professions & Specialties

Sales Executive • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Equipment Operator • Industrial Operator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive Officer • Sales Manager • Chief Executive • Corporate Executive • Customer Service

Experience & Education

Title:
Talented Sales Executive Looking For the Next Challenge
Location:
New Albany, Ohio
Industry:
Financial Services
Work history:
Schlumberger - Williston, NDEquipment OperatorJan 2012 - Jul 2012Lemon Tree Enterprises - Blacklick, OHOwner / CEOJan 2008 - Jan 2012
Financial Advisor Magazine
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Craig Rayment Westport, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Builder • Construction Specialist • Construction Laborer • Pastoral Worker • Non-Profit • Clergy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Church Planter/Team Builder at North Ridge Church
Title:
Church Planter/Team Builder at NRC
Location:
Waunakee, Wisconsin
Industry:
Religious Institutions
Work history:
North Ridge Church - Waunakee, WisconsinChurch Planter/Team Buildersince Sep 2010Aquafix - Madison, Wisconsin AreaInside SalesNov 2011 - Aug 2012
Skills:
Public Speaking, Theology, Youth Ministry, Missions, Pastoral Care, Discipleship, Volunteer...
Financial Advisor at Edward Jones
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Sub-specializations

Financial Consultant  (5)