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Financial Consultants in Colorado

Financial Consultants in Woodmoor, CO

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Here is a complete directory of nearly every professional Financial Consultants in Woodmoor, CO.

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11 results found

Adam Grayson Woodmoor, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Adjunct Instructor • Training and Coaching Professional • Lecturer • Postsecondary Teacher • Professional Development Teacher • Trainer • Computer Scientists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Coach and Adjunct Faculty Member at Center for Creative Leadership, Financial Advisor at...
Location:
Monument, Colorado
Industry:
Professional Training & Coaching
Work history:
Center for Creative Leadership - Colorado Springs, COExecutive Coach and Adjunct Faculty Membersince Aug 2012Edward Jones - Colorado Springs, Colorado AreaFinancial Advisorsince May 2007
Skills:
Wealth Management, Investment Advisory, Estate Planning, Coaching, Executive Coaching, Leadership...
Certifications:
Accredited Asset Management Specialist (AAMS), College for Financial Planning
Full Profile

Regina Schiefer Woodmoor, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Director • Chief Executive • Operations Manager • Creative Director • Art Director

Experience & Education

Position:
President/Creative Director at Energy Design Solutions LLC
Title:
President/Creative Director at Energy Design Solutions, LLC
Location:
Monument, Colorado
Industry:
Oil & Energy
Work history:
Energy Design Solutions LLC - Monument,COPresident/Creative Directorsince Jun 2011Edward Jones - Park City, UTFinancial AdvisorMar 2009 - Jun 2011
Full Profile

Regina Grady Woodmoor, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Articled Clerk • Lawyers • Managing Partner • Partner • Chief Executive • Senior Manager • Operations Manager

Experience & Education

Work

Company:
Abstract logic, llc -oil and land services
Neil halprin, esq., managing partner
Company:
Edward jones investments
Financial advisor

Skills

Project Management ( Senior), Land planning, Budgetting, Title Review, MOR, Runsheets, Abstracts,...
Full Profile

Paul Phillips Woodmoor, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Independent Consultant • Counselor • Advisor • Customer Service • Independent Business Owners

Experience & Education

Work

Company:
Afs llc, inc. - Lake Orion, MI
Independent consultant
Company:
Fidelity investments - Ann Arbor, MI
Regional consultant / financial planning consultant

Skills

Series 7, 63, 65. Life, Health and Variable Annuities licenses
Full Profile

Joe Zalewski Colorado Springs, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Counselor • Advisor • Chief Executive • Vice President • Corporate Executive • Business Consultant • Software Engineer • Computer Software Professional • Software Developers • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
CFO at Tri-Lakes Golf, LLC
Location:
Colorado Springs, Colorado Area
Industry:
Management Consulting
Work history:
Tri-Lakes Golf, LLC - Monument, COCFOsince Jan 2009SCORE Consultant2007 - 2010
Skills:
Business Planning, Business Intelligence, Loans, Financial Analysis, Business Valuation, Cash Flow, ...
Senior Financial Consultant and Managing Director at Mont..
Full Profile

Patrick Daugharty Woodmoor, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Account Service Manager • Sales Representative • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Independant Insurance Broker at Monument Insurance Agency
Title:
Insurance and Investment Professional
Location:
Monument, Colorado
Industry:
Insurance
Work history:
Monument Insurance Agency - Monument, COIndependant Insurance Brokersince Jul 20121st Consumer Financial Services - Greenwood Village, CO 80112Account ExecutiveDec 2011 - Jul 2012
Financial Advisor at Strategic Financial Partners
Full Profile

Fry Jack Colorado Springs, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Treasurer • Board Member • Chairperson • Operations Manager • Financial Officer • Financial Manager • Management Team Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematician

Experience & Education

Position:
Treasurer and Director at USAFA AOG Board of Directors, Treasurer at Monument Hill Kiwanis,...
Title:
Director, Treasurer, USAF Academy Association of Graduates, Treasurer Monument Hill Kiwanis,
Location:
Colorado Springs, Colorado Area
Industry:
Financial Services
Work history:
USAFA AOG Board of Directors Treasurer and Directorsince 2010Monument Hill Kiwanis Treasurersince Jul 2010
Financial Advisor at Edward Jones
Full Profile

Joe Zalewski Woodmoor, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Vice President • Corporate Executive • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Tri-lakes golf, llc
Cfo
Company:
Pride enterprises, inc.
Senior partner

Skills

Business Advisory, Business Planning, Business Valuation, Business Appraisal, Strategic Planning,...
Full Profile

Ingrid Hazelton Woodmoor, CO

Professions & Specialties

Client Service Officer • Contractor • Chief Administrative Officer • Chief Executive • Customer Service • Independent Business Owners • Administrative Clerk • Clerical Specialist • Druggist • Pharmacist

Experience & Education

Work

Company:
Technical and project engineering llc - Alexandria, VA
Customer service representative - governement contractor
Company:
The concussion place - Colorado Springs, CO
Administrative support

Skills

FEMA.gov Community Emergency Response Team CERT certificate 2015, Pikes Peak Workforce Computer...
Full Profile

Rob Urban Woodmoor, CO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Investment Officer • Founder • Chief Executive Officer • Management Analysts • Founding Member • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Uv investors
Chief investment officer
Company:
The wirenut - Colorado Springs, CO
Founder and ceo
Full Profile

Paul Orlino Denver, CO

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Customer Service • Educational Assistant Teacher • Financial Manager • Operations Manager • Student Worker • Construction Specialist • Construction Laborer

Experience & Education

Position:
Private Banker at Wells Fargo Advisors
Title:
at
Location:
Denver, Colorado
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Greater Denver AreaPrivate Bankersince Apr 2013Wells Fargo Advisors - Monument, COPersonal Banker II / Brokerage AssociateMar 2012 - Apr 2013
Financial Advisor at Bellwood Holdings LLC
Full Profile

Financial Consultants near Woodmoor, CO095190285380475Colorado SpringsEnglewoodLittletonCastle RockParkerFountainPalmer LakeDivideElizabethWoodland Park


Financial Consultants around Woodmoor, CO

Castle Rock  (25)
Divide  (3)
Elizabeth  (3)
Englewood  (124)
Fountain  (6)
Littleton  (96)
Palmer Lake  (3)
Parker  (24)

Financial Consultants in Colorado

Sub-specializations

Financial Consultant  (11)