Professional Background CheckInformation on professionals, their work history and resumes

Financial Consultants in North Carolina

Financial Consultants in Winston Salem, NC

Find a professional & check records

Here is a complete list of most experienced Financial Consultants in your town.

Be sure to check other neighborhoods near here to locate the records of more professionals.

The Trustoria Service Professional Directory gives everyone all the resources needed to locate the right service provider for any need.

79 results found

Denise White Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Controller • Biotechnology Professional • Biologist • Biological Scientist • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper • Medical Support Assistant • Health Support Worker • Healthcare Support • Psychology Specialist • Psychologist • Chief Executive • Financial Manager

Experience & Education

Position:

Controller at Ocular Systems Inc.

Location:

Winston Salem, North Carolina

Industry:

Biotechnology

Work history:

Ocular Systems Inc. - Winston Salem, NCControllersince Apr 2012Stearns Financial Services Group Financial AdvisorNov 2010 - Apr 2012

Sean Newby Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Area Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Marketing Administrator • Marketing Manager • Region Manager

Experience & Education

Position:

Financial Advisor at Edward Jones

Title:

Financial Advisor - Edward Jones

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Edward Jones - Winston Salem, NCFinancial Advisorsince Jul 2012TekCollect - Winston Salem, NCAccount ExecutiveNov 2011 - Jul 2012

Jimmy Smith Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Team Member • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers

Experience & Education

Position:

Trust Officer at Wells Fargo Bank

Location:

Winston Salem, North Carolina

Industry:

Banking

Work history:

Wells Fargo Bank Trust Officersince Apr 2011The Wealth Consulting Group Junior Financial AdvisorNov 2010 - Apr 2011

Certifications:

Life and Health Insurance licenses

Bob Whaling Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Philanthrope • Non-Profit • Management Team Executive • Operations Manager • Corporate Executive • Advisor • Air Transportation Worker • Client Service Officer • Customer Service

Experience & Education

Position:

Financial Advisor at Merrill Lynch

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Merrill Lynch - Winston-Salem, NCFinancial Advisorsince Jul 2012Whaling Consulting - Winston-Salem, NCOwnerJul 2011 - Jul 2012

Skills:

Insurance, Risk Management, Management, Negotiation, Strategy, Underwriting, Leadership, Property...

Erik Welker Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Hospital Care Professional • Health Professional • Health Practitioner • Student Worker • Apprentice • Model • Accounting Bookkeeper • Bookkeeper • Counselor • Team Member • Advisor • Teaching Assistant • Educational Assistant Teacher • Mathematical Science Teacher • Master of Education • Mathematics • Biologist • Biological Scientist • Mathematician • Chief Executive • Project Managers

Experience & Education

Position:

Senior Financial Analyst at Wake Forest Baptist Health

Location:

Winston Salem, North Carolina

Industry:

Hospital & Health Care

Work history:

Wake Forest Baptist Health Senior Financial Analystsince Aug 2011Resurgent Capital Services Financial Consultant InternJun 2010 - Aug 2010

Natesha Norris Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Office Clerk • Clerical Specialist • Financial Compliance Examiner • Auditor • Operations Manager

Experience & Education

Work

Company:

Whitaker rehabilitation center
Insurance specialist- as an insurance specialist, i work

Company:

Forsyth medical center
Financial counselor

Darryl Carter Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biotechnology Professional • Biologist • Biological Scientist • High School Diploma • Deliveryman • Courier • Area Manager • Managers • Region Manager

Experience & Education

Work

Company:

Winston salem state
Collegiant teachers assistant

Company:

Winston salem state university - Winston-Salem, NC
Alumni financial advisor

Terry Watkins Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:

Registered Sales Assistant at Stephens Inc

Title:

Registered Sales Assistant at Stephens Inc.

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Financial Services

Work history:

Stephens Inc - Winston Salem, NCRegistered Sales Assistantsince Jan 2011Morgan Stanley Smith Barney - Winston-Salem, NCRegistered AssociateOct 2008 - Jan 2011

Certifications:

Series 7,63,65,9,10

Assist financial advisor with marketing efforts including..

Mary Coste Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:

Leelanau county agency on aging

Company:

Leelanau wealth management
Fully licensed financial advisor

Nan Stokes Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:

Manpower temporary @ james sweatt state farm - Winston-Salem, NC
Multilined representative

Company:

Edward jones/metlife of the carolinas - Winston-Salem, NC
Financial advisor trainee

Skills

Spanish

Cynthia Wadkinson Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Litigation Support Specialist • Advisor

Experience & Education

Work

Company:

Wells fargo advisors, llc
Wealth management financial advisor

Company:

Edward jones, lp - Winston-Salem, NC
Financial advisor

Skills

Series 7, 9 , 10, 63, 65, 66, Life and Health, Long Term Care, Medicare Insurance Licenses, clean U4,

Alex Taylor Winston Salem, NC

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Merrill Lynch

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Merrill Lynch - Winston-Salem, NCFinancial Advisorsince Mar 2012Wake Forest University Athletic Department Development InternMay 2011 - Mar 2012

Skills:

Fundraising, PowerPoint, Leadership, Research, Public Speaking

Languages:

Spanish

Craig Moser Greensboro, NC

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Maestro • Music Artist • Musicians • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Instructor • Pedagogue • Operating Room Technician • Surgical Technologist • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:

Senior Portfolio Manager, Financial Advisor at Maestro Wealth Advisors

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Financial Services

Work history:

Maestro Wealth Advisors Senior Portfolio Manager, Financial Advisorsince Jul 2012Merrill Lynch - Winston Salem, NCVice President, Financial AdvisorSep 2006 - Jun 2012

Skills:

Series 7, Equities, Fixed Income, Wealth Management, Portfolio Management, Investments,...

Chris Leak Greensboro, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:

Vice President at Morgan Stanley, Financial Advisor at Morgan Stanley

Title:

Vice President/ Financial Advisor at Morgan Stanley

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Investment Banking

Work history:

Morgan Stanley - 100 N. Main Street, Suite 2500, Winston-Salem, NC 27101Vice Presidentsince Jun 2002Morgan Stanley Financial Advisorsince Jun 2002

Adam Bartley Winston Salem, NC

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Maestro • Music Artist • Musicians • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:

Portfolio Manager, Financial Advisor at Maestro Wealth Advisors is a Member of Advisory Services...

Title:

Portfolio Manager, Financial Advisor at Maestro Wealth Advisors

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Maestro Wealth Advisors is a Member of Advisory Services Network, LLC - Winston Salem, NCPortfolio Manager, Financial Advisorsince Jul 2012Merrill Lynch - Winston Salem, NCFinancial AdvisorOct 2011 - Jul 2012

Skills:

Portfolio Management, Financial Modeling, Financial Analysis, Equities, Retirement, Fixed Income,...

Ron Davenport Winston Salem, NC

Professions & Specialties

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

Experience & Education

Title:

Financial Advisor with Scott & Stringfellow

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Ed Robins Winston Salem, NC

Professions & Specialties

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

Experience & Education

Position:

Partner at Colhoun, Robins, Davenport & Co., LLC

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Colhoun, Robins, Davenport & Co., LLC Partnersince Jan 1993

Shannon Guelbert Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:

Financial Advisor Associate at Morgan Stanley

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Morgan Stanley - Greensboro/Winston-Salem, North Carolina AreaFinancial Advisor Associatesince May 2013Swiss Re - Greater New York City AreaVice President - Asset ManagementNov 2008 - May 2013

Scott Southerland Winston Salem, NC

Professions & Specialties

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

Experience & Education

Position:

Private Advisor at BB&T

Title:

Private Advisor at BB&T Wealth

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

BB&T Private Advisorsince May 2006Consolidated Planning, Inc. Financial AdvisorNov 2002 - Apr 2006

Kathy Acton Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:

Marketing Associate at Oppenheimer & Co.

Title:

Financial Advisor at Oppenheimer & Co., retired

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Financial Services

Work history:

Oppenheimer & Co. Marketing Associatesince Jul 2010Oppenheimer & Co. Retired Financial AdvisorJul 2010 - Jul 2012

Algenoria Willis Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Benefits Manager • Compensations and Benefits • Accounting Clerk • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Associate • Business Administrator • Administrative Clerk • Clerical Specialist • Bachelor of Science • Construction Specialist • Construction Laborer • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Work

Company:

Aon hewitt - Winston-Salem, NC
Senior benefits administrator

Company:

Primerica financial services - Winston-Salem, NC
Financial advisor

Skills

Microsoft Word, Excel, PowerPoint, Access, Binder, Outlook, Works, Profit Builder Millennium,...

Judy Smith Winston Salem, 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

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

Raymond James Financial Advisorsince Oct 2005UBS Financial AdvisorJul 2002 - Oct 2005

David Havens Greensboro, NC

Professions & Specialties

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

Experience & Education

Position:

Vice President - Investments at UBS Financial Services, First Vice President - Financial Consultant ...

Title:

First Vice President - Financial Consultant at Hilliard Lyons

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Investment Management

Work history:

UBS Financial Services Vice President - InvestmentsHilliard Lyons - Winston Salem, NCFirst Vice President - Financial Consultant

Ari Salkin Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers

Experience & Education

Work

Company:

Cone health regional cancer center
Precertification coordinator and financial counselor

Company:

Lebauer heartcare - Greensboro, NC
Clinic charge entry support

Skills

Certified Professional Coder, Proficient in Word; Excel; Power Point; 10-key; EPIC; IDX; Centricity ...

Valerie Lindsay Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Clerical Specialist • Managers • Tax Accountant • Mathematician

Experience & Education

Work

Company:

Pepsico - Winston-Salem, NC
Customer service - payroll

Company:

Primerica financial services - Winston-Salem, NC
Financial advisor

Christine Ring Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Front Desk Clerk • Front Office Receptionist • Receptionist

Experience & Education

Work

Company:

Orthopaedic specialist of the carolinas - Winston-Salem, NC
Front desk clerk & financial counselor

Company:

Thomasville medical center/novant - Thomasville, NC
Patient access specialist

Kate Roberts Winston Salem, NC

Professions & Specialties

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

Experience & Education

Work

Company:

Ameriprise financial
Associate financial advisor

Company:

Edward jones investments - Greensboro, NC
Financial advisor

Skills

Licensing
Active Series 7, Series 66, North Carolina Insurance

Jonathan Hipp Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:

Merrill-lynch
Financial advisor

Company:

Sciele pharma sales - Roanoke, VA
Professional sales associate

Muhammad Abdullah Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Analyst • Team Member • Analysts • Student Worker

Experience & Education

Work

Company:

Ubs financial services - Florham Park, NJ
Senior financial advisor associate

Company:

Capitalbridge - Hoboken, NJ
Market intelligence analyst

Greg Eller Winston Salem, NC

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager

Experience & Education

Work

Company:

Aquinas asset management - Winston-Salem, NC
Portfolio manager

Company:

Rbc wealth management - Winston-Salem, NC
Vice-president / financial consultant

Dreama Miller Winston Salem, NC

Professions & Specialties

Financial Consultant • Collections Specialist • Collector • Financial Services Professional • Financial Services Sales Agent • Repossessor

Experience & Education

Work

Company:

Orthopaedic specialists
Financial counselor/collections specialist

Wesley Talbott Winston Salem, NC

Professions & Specialties

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

Experience & Education

Work

Company:

Suntrust mortgage correspondent division - Richmond, VA
Compliance analyst

Company:

Aig financial advisors - Richmond, VA
Financial advisor

Hunter Chism Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advertising Sales Agent • Student Worker

Experience & Education

Work

Company:

Waddell & reed - Columbia, SC
Financial advisor

Company:

Chism home maintenance - Petoskey, MI
Owner/operator

Sharon Blake Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:

High point regional health system - High Point, NC
Financial counselor

Company:

Thomasville medical center - Thomasville, NC
Financial counselor

Charlynne Lynch Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Psychology Specialist • Controller • Systems Administrator • Computer Systems Administrator • Construction • Supporting Member • Business Administrator • Team Member

Experience & Education

Position:

Director, Patient Access at Cone Health

Location:

Winston Salem, North Carolina

Industry:

Hospital & Health Care

Work history:

Cone Health - Greensboro/Winston-Salem, North Carolina AreaDirector, Patient Accesssince May 2013Wake Forest Baptist Health Associate Director, Patient Financial ServicesOct 1986 - May 2013

Financial Counselor at North Carolina Baptist Hosp..

Cliff Campbell Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chairperson • Financial Officer • Financial Manager • Chief Executive • Counselor • Advisor • Manager • Corporate Executive • Operations Manager • Butler • Personal Care Aide • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Human Resources Specialist • Recruitment

Experience & Education

Position:

Chief Financial Officer at Family Services, Inc.

Location:

Winston Salem, North Carolina

Industry:

Executive Office

Work history:

Family Services, Inc. Chief Financial Officersince Apr 2011Campbell Advisors, PC PresidentJul 2010 - Mar 2011

Skills:

Financial Reporting, Managerial Finance, Cash Management, Strategic Planning, Risk Management, Debt ...

Financial Advisor

Richard De La Vega Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Entertainment Professional • Entertainer • Financial Director • Operations Manager • Financial Officer • Financial Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Dean • Higher Education Professional • School Administrator • Educational Manager • Research Assistant • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:

Associate Internal Auditor at BB&T

Title:

Associate Internal Auditor - Market Risk/Funds Management

Location:

Winston Salem, North Carolina

Industry:

Banking

Work history:

BB&T - Winston-Salem, NCAssociate Internal Auditorsince Sep 2011BB&T - Winston-Salem, NCLeadership Development Program - Corporate AssociateJan 2012 - Nov 2012

Financial Advisor Intern at Merrill Lynch Financia..

Kristan Tilley Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Legal Aide • Paralegal • Chief Administrative Officer • Chief Privacy Officer • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • IT Security • Litigation Support Specialist • Associate of Arts • Agent • Sales Representative • Office Clerk • Clerical Specialist • Administrative Clerk

Experience & Education

Position:

Legal Assistant at Wake Forest Baptist Medical Center

Title:

Legal Assistant at Wake Forest Baptist Health

Location:

Winston Salem, North Carolina

Industry:

Hospital & Health Care

Work history:

Wake Forest Baptist Medical Center - Legal Department at WFBMCLegal Assistantsince Feb 2012Wake Forest Baptist Medical Center Privacy Office, ComplianceAug 2009 - Feb 2012

Financial Counselor at Wake Forest University Bapt..

Brian Mendenhall Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Engineering Teacher • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Owner • Team Leader • Chief Executive • Operations Manager • Designers • Editor • Sports Trainer • Sports Trainers • Teaching Assistant • Educational Assistant Teacher • Leader • Project Manager • Managers • Project Managers • Marketing Manager • Community Service Manager • Customer Service • Client Service Officer • SEO Specialist • Web Marketer • Recruitment • Bachelor of Arts • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Property Manager • Real Estate Manager • Judicial Law Clerk • Lawyers • Student Worker • Secretary • Psychology Specialist

Experience & Education

Position:

Pre-Engineering Teacher, STEM Consultant, Technology Engineering and Design Leadership Team at...

Title:

Engineering Teacher, STEM Curriculum Consultant, 2012-2013 PTSA Above and Beyond Teacher of the Year

Location:

Winston Salem, North Carolina

Industry:

Education Management

Work history:

Winston-Salem/Forsyth County Schools - Winston-Salem, North CarolinaPre-Engineering Teacher, STEM Consultant, Technology Engineering and Design Leadership Teamsince Nov 2011Digital Development & Production Owner/Lead Designersince Jul 2011

Financial Advisor at Edward Jones Investments

Jason Gillespie Greensboro, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Investor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Advisor • Bachelor of Science • Sales Representative • Network Systems Administrator • Computer Network Professional • Network Administrator • Operations Manager

Experience & Education

Position:

Investor Center Financial Representative at Fidelity Investments

Location:

Greensboro, North Carolina

Industry:

Financial Services

Work history:

Fidelity Investments - Greensboro/Winston-Salem, North Carolina AreaInvestor Center Financial Representativesince Jun 2013Wells Fargo - Greensboro/Winston-Salem, North Carolina AreaRegional Banking Private BankerFeb 2013 - Jun 2013

Financial Advisor at Wells Fargo Advisors

Brittany Wurdeman Winston Salem, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Receptionist • Front Desk Clerk • Clerk • Camp Counselor • Team Member • Front Office Receptionist • Clerical Specialist • Advisor • Title Agent • Title Examiner • Chief Administrative Officer • Chief Executive • Master of Science • Bachelor of Science • Computer Software Professional • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:

Masters in Accounting Candidate

Location:

Winston Salem, North Carolina

Industry:

Accounting

Work history:

Accusoft - Tampa/St. Petersburg, Florida AreaAccounting InternMay 2012 - Aug 2012PwC - Charlotte, North Carolina AreaTax InternJan 2012 - Mar 2012

..and selling stocks as directed by Financial Advisor

Eric Miller Winston Salem, NC

Professions & Specialties

Collections Specialist • Collector • Repossessor

Experience & Education

Work

Company:

Mrs associates/american express/chase bank/td bank - Westerville, OH
Collections specialist

Company:

American express - Columbus, OH
Collections specialist

Heather Dowdy Winston Salem, NC

Professions & Specialties

Financial Services Sales Agent • Client Service Officer • Customer Service

Experience & Education

Work

Company:

Labsco
Customer service representative

Company:

Bluecross blueshield
Customer service representative

Chuck Fort Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Chief Risk Officer • Chief Executive • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Operations Manager • Mathematics • Mathematician • Consumer Goods Professional • Commodities Clerk • Student Worker

Experience & Education

Position:

Portfolio Risk Officer I at BB&T

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

BB&T - Winston-Salem, NCPortfolio Risk Officer Isince Nov 2012BB&T - Winston-Salem, NCCredit Analyst IAug 2011 - Nov 2012

Skills:

Microsoft Office, Stata

Financial Consultant at Sweeps LLC

John Brais Greensboro, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • DB Administrator • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Position:

Owner/Investment Advisor Representative at Horizon Financial Services, LLC, CEO/Owner at New...

Title:

My mission is to build long-term relationships, give guidance and create a solid plan to reach your retirement goals.

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Financial Services

Work history:

Horizon Financial Services, LLC - Winston Salem, NCOwner/Investment Advisor Representativesince Aug 2011New Horizon Financial Serves, Inc dba Horizon Financial Services - Winston Salem, NCCEO/Ownersince Feb 2004

Certifications:

Investment Advisor Representative, NC Secretary of State Securities Division
Certified Retirement Financial Advisor, NC Secretary of State Securities Division

Michele Webb Winston Salem, NC

Professions & Specialties

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

Experience & Education

Position:

Registered Sales Assistant at BB&T Scott & Stringfellow

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

BB&T Scott & Stringfellow - Winston Salem, NCRegistered Sales Assistantsince Apr 2013Morgan Stanley Smith Barney - Winston Salem, NCSenior Registered AssociateNov 2004 - Apr 2013

Skills:

Investments, Series 7, Series 63, FINRA

Financial Advisor Associate at Smith Barney

Sandra Hagen Greensboro, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Nurse • Hospital Care Professional • Nurse Practitioner • Health Professional • Health Practitioner • Registered Nurse • Instructor • Pedagogue • Customer Service • Client Service Officer • Speaker • Organization Management • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:

RN at Wake Forest Baptist Health, student at Duquesne University

Title:

RN at Wake Forest Baptist Health

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Hospital & Health Care

Work history:

Wake Forest Baptist Health - Winston Salem, NCRNsince Oct 2012Duquesne University - PittsburghStudentsince Aug 2011

Skills:

Leadership, Long-term Care, Training, Business Development, Marketing, Public Speaking

Financial Advisor at Merrill Lynch

Jennifer Moser Greensboro, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Practice Manager • Health Services Manager • Supporting Member • Team Member • Maestro • Music Artist • Musicians • Bachelor of Science • Operations Manager • Financial Officer • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Practice Manager/Client Associate at Maestro Wealth Advisors

Location:

Greensboro/Winston-Salem, North Carolina Area

Industry:

Investment Management

Work history:

Maestro Wealth Advisors - 185 Kimel Park Dr, Ste 200, Winston Salem NCPractice Manager/Client Associatesince Jul 2012Merrill Lynch - Winston Salem NCClient AssociateJul 2010 - Jun 2012

Financial Advisor at UBS Financial Services Inc

Rudy Langley Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Project Managers • Financial Officer • Master of Business Administration • Bachelor of Science

Experience & Education

Position:

Investment Counselor at BB&T Investment Services

Location:

Winston Salem, North Carolina

Industry:

Financial Services

Work history:

BB&T Investment Services - Winston Salem, NCInvestment Counselorsince Jan 2010Carolina Bank/LPL Financial - Greensboro, NCInvestment CounselorFeb 2009 - Dec 2009

Financial Advisor at Merrill Lynch

Marie Miller Winston Salem, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Financial Director • Owner • Financial Officer • Financial Manager • Chief Executive • Counselor • Advisor • Tax Accountant • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration

Experience & Education

Work

Company:

Silkroad technology inc - Winston-Salem, NC
Accounting manager

Company:

Renfro corporation - Winston-Salem, NC
Director of international finance

Skills

Systems: Microsoft Office Excel & Word; integrated mainframe financial systems including SAP, ...

Previous Next