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Financial Consultants in Wilmington, NC

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192 results found

Tisha Junious Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Travel Agent • Travel Counselor • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Medical Office Assistant • Medical Assistant • Healthcare Support • Customer Relations • Marketing Manager • Chief Executive • Operations Manager • Administrative Associate • Supporting Member • Business Administrator • Managers • Administrative Clerk • Clerical Specialist • Team Member • Doctor of Medicine • Bachelor of Business Administration • Field Marketing Specialist • Marketing Administrator • Data Scientist

Experience & Education

Position:
Certified Travel Agent at QualiTee Travel, Personal Financial Consultant at Primerica
Title:
Financial Services Agent
Location:
Wilmington, North Carolina Area
Industry:
Events Services
Work history:
QualiTee Travel Certified Travel Agentsince Jan 2007Primerica - North CarolinaPersonal Financial Consultantsince Feb 1995
Skills:
Event Planning, Administration, Research, Event Management, Coordination, Non-profits, Word,...
Full Profile

John Hohn Wilmington, NC

Professions & Specialties

Stock Broker • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Author • Examiner • Inspector • Vice President • Chief Executive • Technical Communicator • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Entertainer

Experience & Education

Position:
Author at CreateSpace
Title:
Author at Deadly Portfolio
Location:
Wilmington, North Carolina Area
Industry:
Writing and Editing
Work history:
CreateSpace Authorsince Jan 2009Merrill Lynch Vice President, Senior Financial AdvisorFeb 1992 - Dec 2007
Full Profile

Michael Mclamb Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Representative • Team Member • Operations Manager • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Wilmington, North CarolinaFinancial Advisorsince Oct 2012Edward Jones - Greater St. Louis AreaFinancial Advisor Career Development AssociateJun 2012 - Feb 2013
Full Profile

Charlotte Mercer Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Advisor • Counselor • Team Member • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Clerk • Clerical Specialist • Sales Director • Owner • Chief Executive • Sales Manager • Customer Service • Client Service Officer • Instructor • Pedagogue • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • High School Diploma • Law Specialist • Lawyers • Database Administration Professional • Database Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Associate Financial Representative for Daniel H. Owen, Field Director/Financial Advisor at...
Title:
Associate Financial Representative at Northwestern Mutual
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Wilmington, North Carolina AreaAssociate Financial Representative for Daniel H. Owen, Field Director/Financial Advisorsince Jul 2012Northwestern Mutual - Wilmington, North Carolina AreaAssistant for Daniel H. Owen, Field Directorsince Apr 2011
Languages:
English, French
Certifications:
Licensed Life Insurance Agent, NC
Full Profile

Jim Felds Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • School Principal • School Administrator • Educational Manager • Construction • Speaker • Spokesperson • Representative • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Partner • Chief Executive • Correspondent • Presenter • Reporter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Marketing Manager • Operations Manager • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Principal at Focustar Capital Group, LLC
Title:
Managing Principal
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Focustar Capital Group, LLC Managing Principalsince Sep 2006Speaker Speaker, Presenter, PanelistJan 2009 - Dec 2010
o Financial Advisor to tech startup company to succe..
Full Profile

Dana Blanks Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive • Operations Manager • Community Service Manager • Psychology Specialist

Experience & Education

Position:
Senior Housing Financial Counselor at City of Wilmington, Broker/REALTOR at D. Blanks Realty, Inc., ...
Title:
Senior Housing Financial Counselor at City of Wilmington
Location:
Wilmington, North Carolina Area
Industry:
Real Estate
Work history:
City of Wilmington - Wilmington, North Carolina AreaSenior Housing Financial Counselorsince Mar 2010D. Blanks Realty, Inc. Broker/REALTORsince Nov 2007
Skills:
Teaching Adults, Loan Origination, Loan Modifications
Full Profile

Alex Mcdonald Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Representative • Team Member • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Wealth Advisor at OmniStar Financial Group
Title:
Associate Financial Advisor at OmniStar Financial Group
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
OmniStar Financial Group - Wilmington, North Carolina AreaAssociate Wealth Advisorsince Jan 2013Northwestern Mutual - Wilmington, North Carolina AreaAssociate Financial Representative to a Wealth Management AdvisorSep 2011 - Dec 2012
Skills:
Portfolio Management, Wealth Management, Retirement Planning, Investments, Estate Planning, Series...
Full Profile

Brandon Bennett Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Professional • Retail Salesperson • Computational Scientist • Computer Scientists • Master of Business Administration • Bachelor of Business Administration • Organization Management • Publishing Professional • Team Member • Recruitment • Operations Manager

Experience & Education

Title:
Financial Analyst
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Draughons Junior College Financial AdvisorSep 2009 - Oct 2010Sears Holdings Corporation Associate-ElectronicsOct 2004 - Nov 2009
Skills:
Excel, Word, PowerPoint, Microsoft Publisher, Access, Microsoft Office, XHTML, CSS, Adobe Creative...
Full Profile

Jason Wheeler Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Owner & Wealth Consultant at Pathfinder Wealth Consulting
Title:
Owner, Pathfinder Wealth Consulting
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Pathfinder Wealth Consulting Owner & Wealth Consultantsince Jun 2005Morgan Stanley Financial AdvisorJun 2001 - Jun 2005
Full Profile

Peter Starr Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Analysts • Entertainer • Operations Manager

Experience & Education

Position:
Financial Advisor at Starr Financial Resources
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Starr Financial Resources - Wilmington, NCFinancial Advisorsince Jan 1988New York Life Insurance Company Agent/Registered RepresentativeJan 1988 - Sep 1994
Skills:
Creative Problem Solving, Financial Organization and Problem Solving, Investments, Insurance,...
Full Profile

Matt Bennett Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor/ Financial Planning Specialist at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor/ Financial Planning Specialistsince Aug 2004Merrill Lynch Weatlh Management Advisor/ Certified Financial ManagerMay 1998 - Aug 2004
Full Profile

Jonathan Mclaughlin Wilmington, NC

Professions & Specialties

Commercial Lender • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Services Officer at BB&T
Title:
Commercial Lender at BB&T
Location:
Wilmington, North Carolina Area
Industry:
Banking
Work history:
BB&T Business Services Officersince Mar 2008BB&T Private Financial AdvisorMay 2003 - Mar 2008
Full Profile

Vera Wilson Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer and Editor • Director • Owner • Chief Executive • Operations Manager • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Supervisor • Business Administrator • Non-Profit • Managers

Experience & Education

Work

Company:
Axa equitable, inc
Financial consultant
Company:
Raleigh
Freelance writer and editor
Full Profile

Andy Vestal Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Scott & Stringfellow
Location:
Wilmington, North Carolina Area
Industry:
Investment Management
Work history:
Scott & Stringfellow Financial Advisor
Full Profile

Rusty Kling Wilmington, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • General Contractor • Construction Manager

Experience & Education

Position:
Financial Advisor at Old North State Wealth Management, LLC, Owner at CRK Builders, Inc.
Title:
Financial Planner at Old North State Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Old North State Wealth Management, LLC Financial Advisorsince Nov 2008CRK Builders, Inc. Ownersince Mar 1999
Full Profile

Andrew Vestal Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Scott & Stringfellow
Location:
Wilmington, North Carolina Area
Industry:
Investment Management
Full Profile

Esther Lee Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Project Managers • Security • Advisor • Medical Support Assistant • Health Support Worker • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Wilmington, North Carolina Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial AdvisorThe Vanguard Group IT Project LeadAug 2008 - Jun 2011
Skills:
Sarbanes-Oxley Act, Internal Audit, IT Audit, CISA, Auditing, Retirement Planning, Investment...
Certifications:
Certified Public Accountant, North Carolina State Board of Certified Public Accountant Examiners
Certified Information Systems Auditor, ISACA
Full Profile

Rusty Kling Wilmington, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • General Contractor • Construction Manager

Experience & Education

Position:
Financial Advisor at Old North State Wealth Management, LLC, Owner at CRK Builders, Inc.
Title:
Financial Planner at Old North State Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Old North State Wealth Management, LLC Financial Advisorsince Nov 2008CRK Builders, Inc. Ownersince Mar 1999
Full Profile

Jeff Lesley Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Person • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Buyer and Seller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Broker/Realtor at Century 21 Sweyer & Associates
Location:
Wilmington, North Carolina Area
Industry:
Real Estate
Work history:
Century 21 Sweyer & Associates - Wilmington, North Carolina AreaBroker/Realtorsince May 2011Wilmington Financial Group International Financial ConsultantJun 2010 - May 2012
Full Profile

Roger Fuller Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Stifel nicolaus - Charlotte, NC
Financial advisor
Company:
The stanford group - Charlotte, NC
Financial advisor
Full Profile

Chantelle Marvin Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Process Engineer • Industrial Engineer • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Title:
Personal Financial Consultant
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Corning Incorporated - Wilmington, North Carolina AreaProcess Engineer/SupervisorApr 2008 - Jan 2013Hamilton Sundstrand Supply Chain ManagerJul 2005 - Apr 2008
Languages:
Spanish
Certifications:
Six Sigma Green Belt
Certified Financial Planner - candidate
Full Profile

Dave Rock Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
President & Managing Director at Paragon International, Inc.
Title:
President - Paragon International, Inc. A Global Pharmaceutical Meeting Planning Company
Location:
Wilmington, North Carolina Area
Industry:
Pharmaceuticals
Work history:
Paragon International, Inc. - Wilmington, North Carolina AreaPresident & Managing Directorsince Jan 2002Heritage Investments, LLC Financial Advisor1997 - 2003
Skills:
Event Planning, Event Management, New Business Development, Sales, Customer Service, CRM,...
Full Profile

John Nesselroade Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors
Location:
Wilmington, North Carolina Area
Industry:
Capital Markets
Full Profile

Amanda Tsingelis Wilmington, NC

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
Ubs financial services
Financial advisor
Full Profile

Leila Souidi Wilmington, NC

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Support Specialist • Systems Support Specialist • Support Specialists • Business Administrator • Administrative Clerk • Clerical Specialist • Advisor • Postsecondary Teacher • Student Worker • Operations Manager

Experience & Education

Title:
Personal Banker
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Laurentienne Bank of Canada - Montreal, Canada AreaPersonal BankerJul 2002 - Sep 2007Exterior Bank of Algeria - AlgeriaFinancial ConsultantJan 1996 - Dec 2001
Full Profile

Matt Mclean Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Agent • Sales Representative • Air Transportation Worker • Real Estate Manager • Chief Executive

Experience & Education

Position:
Staff Accountant at S. Preston Douglas and Associates, LLP
Title:
Financial Consultant with SPDA Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
S. Preston Douglas and Associates, LLP - Whiteville, NCStaff Accountantsince Nov 2010AXA Advisors, LLC Financial ConsultantAug 2008 - Feb 2012
Full Profile

Shaun Lewin Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial advisor/ planner at AXA Advisors
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
AXA Advisors Financial advisor/ plannersince Mar 2007
Full Profile

Charles Cooke Wilmington, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Legal Counsel • Financial Manager

Experience & Education

Position:
Wealth Advisor at Cooke Capital, LLC
Title:
Charles R. Cooke, CFP® Works With Successful Dentists To Make Wise Decisions With Their Wealth
Location:
Wilmington, North Carolina Area
Industry:
Investment Management
Work history:
Cooke Capital, LLC - Wilmington & Goldsboro NC AreaWealth Advisorsince Jul 2006Sterne Agee - Goldsboro, North Carolina AreaFinancial AdvisorJul 2004 - Jul 2006
Certifications:
CERTIFIED FINANCIAL PLANNER ™
Full Profile

Bruce Moskowitz Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive

Experience & Education

Position:
Principal/Financial Advisor at Sterling Wealth Management
Title:
Sterling Wealth Management
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Sterling Wealth Management Principal/Financial Advisorsince Jan 2010Morgan Stanley Smith Barney Senior Vice President InvestmentsDec 1998 - Jan 2009
Full Profile

Chad Pearson Wilmington, NC

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 • Vice President • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services, First Vice President, CFP at UBS Financial Services
Title:
FVP, CFP at Pearson Patterson Group of UBS Financial Services, Inc.
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
UBS Financial Services Financial Advisorsince Jan 2009UBS Financial Services First Vice President, CFPsince Jan 2009
Full Profile

Brian Cilinski Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Partner • Region Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Sales Manager • Operations Manager • Accounts Receivable • Business Administrator • Bachelor of Science • Human Resources Specialist • Recruitment • Customer Service • Sales Executive • Retail Sales Manager

Experience & Education

Position:
District Manager at ADP
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
ADP District Managersince Oct 2010Wells Fargo Ad - Wilmington, North Carolina AreaFinancial AdvisorSep 2009 - Sep 2010
Full Profile

Jeff Headrick Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Thrivent Financial
Title:
Financial Advisor
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Thrivent Financial - Wilmington, NCFinancial Advisorsince Mar 2013JH&A Wealth Management - Knoxville, Tennessee AreaOwner/Wealth ManagerJan 2005 - Feb 2013
Full Profile

Chad Anger Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive

Experience & Education

Position:
President at Mungi Brands
Title:
CEO of Mungi Bands
Location:
Wilmington, North Carolina
Industry:
Wholesale
Work history:
Mungi Brands - Wilmington, North Carolina AreaPresidentsince Jul 2012MetLife Financial Advisor, Financial Services RepresentativeSep 2010 - Jul 2012
Full Profile

Larry Keith Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor AAMS® at Wells Fargo Advisors
Title:
Financial Advisor AAMS at Wells Fargo Advisors, LLC
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Wilmington NCFinancial Advisor AAMS®since Sep 2012Edward Jones Financial Advisor AAMS®Sep 2008 - Sep 2012
Full Profile

Matthew Brenneman Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Aug 2006Other Investment and Insurance Companies Financial RepresentativeJul 2005 - Aug 2006
Skills:
To learn about my specialites, visit my web site at http://www, nmfn, com/matthewbrenneman
Full Profile

David Stroud Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Director • Manager in Training • Managers • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Acquisition & Development at Cape Fear Development Partners
Location:
Wilmington, North Carolina
Industry:
Real Estate
Work history:
Cape Fear Development Partners - Wilmington, North CarolinaAcquisition & Developmentsince Jan 2013Merrill Lynch - Durham, N.C.Financial AdvisorOct 2011 - Nov 2012
Skills:
Brokerage, Investment Properties, Retirement Planning, Real Estate, Disposition, Leases, Location...
Full Profile

Chris Edens Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisor
Full Profile

Kathy Legan Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at LPL Financial
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Full Profile

Robert Jones Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Aug 2009Morgan Stanley Financial AdvisorMar 2005 - Mar 2008
Full Profile

David Howard Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Analysts • Skilled Professional • Government Administration Professional • Corporate Executive • Chief Executive • Community Service Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Edward Jones - Wilmington, North Carolina AreaFinancial Advisorsince Mar 2012New Hanover County Regional Preparedness PlannerJan 2010 - Mar 2012
Skills:
Strategic Planning, Continuous Improvement, Program Evaluation, Observation, Training, Employee...
Full Profile

Michelle Warf Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent

Experience & Education

Title:
Student at University of North Carolina at Wilmington
Location:
Wilmington, North Carolina Area
Industry:
Marketing and Advertising
Work history:
Mutual of Omaha Financial Advisor/ Insurance Agent2010 - 2010
Full Profile

Jeffrey Lesley Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
International Financial Consultant at Wilmington Financial Group
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Full Profile

Katherine Legan Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at LPL Financial
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Full Profile

Michael Breitfeller Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Director of operations at Thrust Worldwide LLC
Title:
Financial Advisor at Northwestern Mutual
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Wilmington, North Carolina AreaFinancial Advisorsince Aug 2009Thrust Worldwide LLC Director of operationssince Dec 2003
Full Profile

Beth Nelson Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
Experienced Financial Advisor
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial AdvisorMay 1999 - Jul 2012
Skills:
Retirement Planning, Strategic Financial Planning, Estate Planning, Wealth Management, Investments
Full Profile

Michael Giblin Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Raymond James Financial Services, Inc.Member FINRA/SIPC
Title:
Financial Advisor at Ramond James Financial Services
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc.Member FINRA/SIPC Financial Advisorsince 2009
Full Profile

Mark Verlangieri Wilmington, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Wilmington, North Carolina
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2012RealTick Vice PresidentJul 2010 - Jul 2012
Full Profile

Sean Frelke Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Chief Executive

Experience & Education

Position:
Vice-President at Scott & Stringfellow, Private Wealth Management Client Advisor at SunTrust Bank
Title:
Vice-President at Scott & Stringfellow
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Work history:
Scott & Stringfellow Vice-Presidentsince Jun 2011SunTrust Bank Private Wealth Management Client Advisorsince Jun 2001
Private Wealth Management Financial Advisor
Full Profile

Russell Kling Wilmington, NC

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Old North State Wealth Management, LLC
Location:
Wilmington, North Carolina Area
Industry:
Financial Services
Full Profile

Jay Brown Wilmington, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Managers • Analysts

Experience & Education

Position:
Finance Manager at Duke Energy Corporation
Title:
Finance Manager
Location:
Wilmington, North Carolina Area
Industry:
Oil & Energy
Work history:
Duke Energy Corporation - Wilmington, North Carolina AreaFinance Managersince Jul 2011Edward Jones Financial AdvisorApr 2009 - Apr 2011
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