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Financial Consultants in Pennsylvania

Financial Consultants in York, PA

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140 results found

Christopher Melhorn York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Bachelor of Art Education • Project Manager • IT Analyst • Information Systems Analyst • Project Managers • Team Member • Operations Manager

Experience & Education

Position:

Principal Financial Consultant at BAE Systems

Location:

York, Pennsylvania Area

Industry:

Defense & Space

Work history:

BAE Systems Principal Financial Consultantsince Nov 2008BAE Systems Financial ConsultantMar 2007 - Oct 2008

Skills:

Accounting, Financial Reporting, Oracle Applications, Forecasting, Business Analysis, Budgets,...

Shawn Croucher York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Construction • Business Manager • Bachelor of Science • Owner • Marketing Manager • Chief Executive • Supporting Member • Contractor • Team Member • Doctor of Medicine • Master of Business Administration • Medical Support Assistant • Health Support Worker • Healthcare Support • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Product Specialist • Engineering Specialist

Experience & Education

Title:

Seeking New Opportunities - Extensive Experience - Project & Program Management, Business Development, Community Affairs

Location:

York, Pennsylvania Area

Industry:

Oil & Energy

Work history:

Navarro and Wright Consulting Engineers, Inc. - New Cumberland (Harrisburg), PADirector of Energy ServicesJun 2012 - Mar 2013Merrill Lynch - York, PA and South Central PAFinancial AdvisorJan 2010 - Jun 2012

Skills:

Financial Risk, Strategic Financial Planning, Strategic Planning, Construction Management,...

Mike Stein York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at Edward Jones

Title:

Financial Advisor Serving the York Area

Location:

York, Pennsylvania Area

Industry:

Investment Management

Work history:

Edward Jones Financial Advisorsince Mar 2009

Lou Leyes York, PA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trainer • State Inspector General • State Inspector • Master of Business Administration • Physical Education Professors • Inspector

Experience & Education

Position:

Financial Coach / Independent Financial Planner at Trusted Wealth Advisors

Title:

Financial Coach | Helping People Make Smarter Choices about Money | Trusted Wealth Advisors

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Trusted Wealth Advisors Financial Coach / Independent Financial Plannersince Feb 2009First Command Financial Planning Financial AdvisorFeb 2003 - Feb 2009

Skills:

Risk Management, Personal Development, Debt Elimination, Team Building, Coaching, Process...

Steve Luckenbaugh York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Business Administrator • Analysts • Managers • Bachelor of Science • Nurse • Nurse Practitioner • Chief Executive • Operations Manager

Experience & Education

Position:

Financial Representative at T. Rowe Price

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

T. Rowe Price Financial Representativesince Jul 2010Edward Jones Investments Financial Advisor / Investment RepresentativeJan 2009 - May 2010

Skills:

Financial Reporting, Investment Management, Microsoft Office Certified, Series 7, Series 66, and...

Andy Sedora York, PA

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at uFinancial Group

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

UFinancial Group - Lancaster, PAFinancial Advisorsince Aug 2012Lupin Pharmaceuticals Professional Sales RepresentativeSep 2011 - Sep 2012

Skills:

Organization & prioritization skills, Pharmaceutical Industry

Virginia Coco York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Instructor • Pedagogue • Health Coach • Special Education Professional • Special Education Professors • Coordinator • Office Assistant • Contractor • Business Administrator • Managers • Office Clerk • Clerical Specialist • Financial Analyst • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Bachelor of Science • Associate in Applied Science • Psychology Specialist

Experience & Education

Position:

PATH Intl Registered Therapeutic Riding Instructor at PATH Int'l, Camp Manager at Camp Puh'tok,...

Title:

Camp Manager at Camp Puh'tok

Location:

York, Pennsylvania Area

Industry:

Program Development

Work history:

PATH Int'l PATH Intl Registered Therapeutic Riding InstructorCamp Puh'tok - Monkton, MarylandCamp Managersince May 2013

Skills:

Public Speaking, Small Business, Customer Service, Fundraising, Coaching, Event Planning,...

Languages:

French

Personal Financial Counselor at MHN Government Services

Wayne Strout York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Investment Officer • Chief Executive • Corporate Executive • Management Analysts • Army Lieutenant Colonel • General and Operations Manager • Director of Operations • Operations Manager • Construction • Pastoral Worker • Clergy • Master of Business Administration • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:

President/CEO & Chief Investment Officer at WS Wealth Managers, Inc.

Title:

President/CEO/CCO, WS Wealth Managers, Inc.

Location:

York, Pennsylvania Area

Industry:

Investment Management

Work history:

WS Wealth Managers, Inc. President/CEO & Chief Investment Officersince Feb 2008Edward Jones Financial AdvisorNov 2003 - Feb 2008

Skills:

Socially Responsible Investing, Qualitative Research, Business Strategy, Asset Management,...

Brad Gauldin York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • Supporting Member • Managers • Team Member • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Operations Manager

Experience & Education

Work

Company:

Bank of america/merrill lynch
Financial advisor

Company:

Susquehanna bancshares - Hanover, PA
Trust officer/wealth management advisor

Chris Carter York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Organization Management • Advisor • Lead Teacher • Educator • Education Professional • Instructor • Operations Manager • Custodial Worker • Cleaners • Recruitment

Experience & Education

Title:

Legal & Financial Consultant

Location:

York, Pennsylvania Area

Industry:

Nonprofit Organization Management

Work history:

Workplace Options Legal/Financial ConsultantOct 2009 - Sep 2010ATA Black Belt Academy Chief InstructorMay 2004 - Oct 2009

Matthew Hoffman York, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Pastoral Worker • Religious Worker • Clergy • Psychologist • Sales Manager • Psychology Specialist

Experience & Education

Position:

Exclusive Financial Specialist at Allstate

Title:

Allstate Financial

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Allstate - Lancaster, Pennsylvania AreaExclusive Financial Specialistsince 2012Merrill Lynch - South Central PA/MDFinancial AdvisorOct 2010 - Sep 2012

Languages:

German, Russian

Sharon Vanarsdale York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:

Personal financial consultant at PNC Bank

Title:

personal financial consultant at Bank of Hanover

Location:

York, Pennsylvania Area

Industry:

Banking

Work history:

PNC Bank Personal financial consultantsince Feb 2000JC Penney-laurel, md Mdse mgr1987 - 1991

Terry Long York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Repossessor • Collections Specialist • Doctor of Medicine • Sales Account Associate • Sales Executive • Customer Service • Sales Manager

Experience & Education

Work

Company:

National government services
Fin ops tech part b oru

Company:

Ranstad/citifinancial - Mechanisburg, Pa
Financial counselor

Skills

negotiating, listening,strong communication skills

Jason Weber York, PA

Professions & Specialties

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

Experience & Education

Position:

Registered Representative at Codorus Valley Financial Advisors, Financial Advisor at PeoplesBank

Title:

Financial Advisor at PeoplesBank

Location:

York, Pennsylvania Area

Industry:

Banking

Work history:

Codorus Valley Financial Advisors Registered RepresentativePeoplesBank Financial Advisor

Jenna Randolph York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Business Owners • Substitute Teacher • Educator • Education Professional • Instructor • Speaker • Counselor • Independent Contractor • Supporting Member • Spokesperson • Representative • Advisor • Contractor • Team Member

Experience & Education

Position:

Public Speaker at Self Employed, Tax Associate at Altland and Associates, Certified Secondary...

Title:

Accountant, Teacher, Speaker, Counselor, Writer

Location:

York, Pennsylvania Area

Industry:

Accounting

Work history:

Self Employed Public Speakersince Jan 2009Altland and Associates Tax Associatesince Jan 2005

Financial Counselor and Teacher at Self Employed

Sharon Vanarsdale York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Personal Financial Consultant at Sterling Financial - Bank of Hanover

Title:

Personal Financial Consultant at Bank Al Habib Limited

Location:

York, Pennsylvania Area

Industry:

Banking

Work history:

Sterling Financial - Bank of Hanover Personal Financial Consultantsince 2000

Matt Muir York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at Edward Jones

Location:

York, Pennsylvania Area

Industry:

Banking

Work history:

Edward Jones Financial Advisorsince Oct 2009

Kathy Dempsey York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at PFS Georgia, Inc.

Location:

York, Pennsylvania Area

Industry:

Executive Office

Work history:

PFS Georgia, Inc. Financial Advisor

Barbara Porter Hummelstown, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Director of Operations • Sales Person • Agent • Sales Agent • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:

Operations Manager/Licensed Sales Assistant at LPL Financial

Title:

Office Administrator

Location:

Hummelstown, Pennsylvania

Industry:

Financial Services

Work history:

LPL Financial - Hummelstown, PAOperations Manager/Licensed Sales Assistantsince Dec 2011CUSO Financial Services - Harrisburg, Pennsylvania AreaLicensed Sales AssistantSep 2010 - Dec 2011

Skills:

Analytics, CRM, Account Management, Customer Service, Managing Database, Problem Solving,...

Provided sales support to financial advisor

Wayne Strout York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Formerly Financial Advisor at Edward Jones

Location:

York, Pennsylvania Area

Industry:

Investment Management

Renee George York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Consultant at M&T Bank

Location:

York, Pennsylvania Area

Industry:

Banking

Work history:

M&T Bank Financial Consultant

Joseph Ayers York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial advisor at Nationwide Insurance

Location:

York, Pennsylvania Area

Industry:

Insurance

Work history:

Nationwide Insurance Financial advisor

Howard Oakes York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Art Education

Experience & Education

Position:

Financial Consultant at BAE Systems

Location:

York, Pennsylvania Area

Industry:

Defense & Space

Work history:

BAE Systems Financial Consultantsince Aug 1996

Daniel Hevner York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:

Financial Advisor at Morgan Stanley Smith Barney

Location:

York, Pennsylvania Area

Industry:

Investment Management

Work history:

Morgan Stanley Smith Barney Financial Advisor

Howard Oakes York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Art Education

Experience & Education

Position:

Financial Consultant at BAE Systems

Location:

York, Pennsylvania Area

Industry:

Defense & Space

Work history:

BAE Systems Financial Consultantsince Aug 1996

Greg Bianco York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • News Anchor • Commercial Announcer • Presenter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Chartered Financial Consultant® at Wealth Solutions LLC, Franchisee at Liberty Tax Service, Sports a...

Title:

ChFC® at Wealth Solutions LLC

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Wealth Solutions LLC - York, Pennsylvania AreaChartered Financial Consultant®since Apr 2010Liberty Tax Service - Red Lion, PAFranchiseesince Aug 2011

Skills:

Broadcast, Radio, Sound, Strategic Financial Planning, Radio Broadcasting, Financial Planners, News ...

Philip Woods York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Bookkeeper

Experience & Education

Position:

Financial Representative at Northwestern Mutual

Title:

Financial Representative

Location:

York, Pennsylvania

Industry:

Insurance

Work history:

Northwestern Mutual - York, Pennsylvania AreaFinancial Representativesince Dec 2011Northwestern Mutual - York, PAAssociate Financial AdvisorJun 2009 - Dec 2011

Andrew Carrolus York, PA

Professions & Specialties

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

Experience & Education

Position:

Vice President at Janney Montgomery Scott

Title:

Vice President, CRPC®, CLTC, Janney Montgomery Scott LLC

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Janney Montgomery Scott Vice Presidentsince May 2004DuPont - Wilmington, DELogistics / Sourcing ManagerJun 2000 - Apr 2004

Skills:

Retirement, Wealth Management, Retirement Planning, Personal Financial Planning, Stocks, Bonds,...

Certifications:

Series 7
Series 65

Matthew Calabretta York, PA

Professions & Specialties

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

Experience & Education

Position:

Senior Vice President - Financial Advisor at Morgan Stanley

Location:

York, Pennsylvania

Industry:

Financial Services

Work history:

Morgan Stanley Senior Vice President - Financial Advisorsince Sep 2000

David Brosend York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager • Client Service Officer • Customer Service

Experience & Education

Position:

First Vice President/ Investments at Janney Montgomery Scott

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Janney Montgomery Scott First Vice President/ Investmentssince Sep 2001Morgan Stanley Dean Witter Financial ConsultantDec 1995 - Sep 2001

Skills:

ETFs, Municipal, Investments, Retirement Planning, 401k, Financial Planning, Stocks, Portfolio...

Thomas Deprez York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator • Non-Profit • Operations Manager

Experience & Education

Title:

Financial Advisor CSNA

Location:

York, Pennsylvania Area

Industry:

Financial Services

Skills:

Solution Selling, CRM, Sales Operations, Lead Generation, Marketing, Team Building, Medical...

Rich Tuell York, PA

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Merrill Lynch, Member, Board of Directors at York County Literacy Council

Title:

Financial Advisor at Merrill Lynch

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Merrill Lynch Financial Advisorsince Sep 2012York County Literacy Council - York, PAMember, Board of Directorssince Nov 2012

Michelle Van Pelt York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Managers • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:

Chairman, Board of Directors at Southern York County Business Association, Financial Advisor, AAMS...

Title:

Financial Advisor, AAMS Edward Jones

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Southern York County Business Association - York, PennsylvaniaChairman, Board of Directorssince Jan 2012Edward Jones Investments Financial Advisor, AAMSsince Mar 2007

Bill Tileston York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive • Income Tax Preparer • Controller • Tax Preparer • Tax Accountant • Volunteer • Non-Profit

Experience & Education

Title:

Retired Financial Executive, Volunteer Income Tax Preparer and Financial Counselor

Location:

York, Pennsylvania Area

Industry:

Defense & Space

Work history:

BAE Systems VP-FinanceJul 2005 - Feb 2010United Defense Division Controller1994 - 2005

Seth Predix York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:

Vice President, Real Estate at Springwood Hospitality

Title:

Vice President, Real Estate

Location:

York, Pennsylvania Area

Industry:

Hospitality

Work history:

Springwood Hospitality - York, PAVice President, Real Estatesince 2011Morgan Stanley Smith Barney Financial Advisor2008 - Dec 2011

Matthew Mccormick York, PA

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Northwestern Mutual Financial Network

Title:

Financial Advisor, Northwestern Mutual Financial Network

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Northwestern Mutual Financial Network Financial Advisorsince Feb 2005

Katrina Boucher York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Advisor • Administrative Clerk • Clerical Specialist • Sales Manager • Chef Special Events Manager • Chef • Food Preparer • Food Preparation Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Registered Administrative Associate at Strategic Retirement Group

Title:

at Strategic Retirement Group

Location:

York, Pennsylvania Area

Industry:

Investment Management

Work history:

Strategic Retirement Group - York, PARegistered Administrative Associatesince Jul 2010Morgan Stanley Smith Barney Financial AdvisorDec 2008 - Jul 2010

Amy Frigm York, PA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Supporting Member • Team Member

Experience & Education

Position:

Sales Assistant at Fulton Financial Advisors

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Fulton Financial Advisors - York, Pennsylvania AreaSales Assistantsince Feb 2012Wells Fargo - The Private Bank Senior Client AssociateSep 2000 - Nov 2011

..be made to persons in states where the financial advisor is not registered

Jack Armstrong York, PA

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Keystone Financial Strategies

Title:

Financial Planning Professional

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Keystone Financial Strategies Financial Advisorsince Oct 2007

Michelle Pelt York, PA

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, Member at Professional Referral...

Title:

Financial Advisor, Edward Jones... Making Sense of Investing

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Edward Jones Investments Financial AdvisorProfessional Referral Exchange-Southeastern Pennsylvania Membersince 2009

Michael Washburn York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Operations Manager

Experience & Education

Position:

Financial Advisor at Morgan Stanley Wealth Management

Title:

Financial Advisor at Morgan Stanley Smith Barney

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Morgan Stanley Wealth Management Financial Advisorsince Jun 2008PSECU Business Development Manager2004 - 2008

Nancy Klahold York, PA

Professions & Specialties

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

Experience & Education

Position:

Vice President at National Penn Investors Trust Company

Title:

Financial Advisor at National Penn Investors Trust Company

Location:

York, Pennsylvania Area

Industry:

Investment Management

Work history:

National Penn Investors Trust Company Vice Presidentsince Nov 2006Wachovia Trust officer1982 - 2007

Donald Zeigler York, PA

Professions & Specialties

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

Experience & Education

Position:

Account Service Manager at The Media Trust Company

Location:

York, Pennsylvania Area

Industry:

Market Research

Work history:

The Media Trust Company Account Service Managersince Jul 2008Waddell and Reed Financial AdvisorMay 2007 - Apr 2008

Skills:

Advertising, Social Media Marketing, Social Media, Email Marketing, Customer Service, Online...

Joshua Walters York, PA

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Morgan Stanley Wealth Management

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Morgan Stanley Wealth Management Financial Advisorsince Oct 2006

Jenny Strickler York, PA

Professions & Specialties

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

Experience & Education

Title:

Financial Advisor

Location:

York, Pennsylvania Area

Industry:

Financial Services

Janelle Coolbaugh York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Promotion Manager • Sales Manager • Sales Director • Promotions Manager • Marketing Manager • Chief Executive • Operations Manager • Advertising Professional • Advertising Sales Agent • Retail Sales Manager • Client Service Officer • Customer Service

Experience & Education

Position:

Financial Advisor at Edward Jones

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

Edward Jones Financial AdvisorEvening Sun / MediaOnePA Advertising Director / Media Sales Manager2004 - 2013

Skills:

Advertising, Social Media, Marketing, Newspaper, Advertising Sales, Social Media Marketing, Media...

Christopher Summers York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Art Education • Apprentice • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Contracts Administrator II at BAE Systems

Location:

York, Pennsylvania Area

Industry:

Defense & Space

Work history:

BAE Systems - York, Pennsylvania AreaContracts Administrator IIsince Jan 2011Stifel Nicolaus and Company Inc Financial Advisor InternMay 2009 - Jul 2009

Khoa Tran York, PA

Professions & Specialties

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

Experience & Education

Title:

Financial Consultant at World Financial Group

Location:

York, Pennsylvania Area

Industry:

Financial Services

Work history:

World Financial Group (WFG) ConsultantJul 2011 - 2012

Jorge Puig York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Financial Director • Financial Officer • Financial Manager • Business Consultant • Advisor • Chief Executive • Operations Manager • Sales Representative

Experience & Education

Work

Company:

Jorge l. tollinche-puig, cpa
Independent certified public accountant and business consultant

Company:

Kovack securities, inc
Investment & financial advisor

Skills

Fully Bilingual (English and Spanish), US Citizen, Windows 98/XP, MS Office Professional Suite...

Bradley Hake York, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:

Owner at Heritage 1 Insurance

Title:

Owner, Heritage 1 Insurance

Location:

York, Pennsylvania Area

Industry:

Insurance

Work history:

Heritage 1 Insurance Ownersince Jan 2008Waypoint Bank Financial ConsultantMar 2003 - Nov 2007

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