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Financial Consultants in Arizona

Financial Consultants in Yuma, AZ

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19 results found

Reed Lohrenz Yuma, AZ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Independent Financial Group, LLC, Minister at Central Church of Christ
Title:
Financial Advisor at Independent Financial Group, LLC
Location:
Yuma, Arizona Area
Industry:
Financial Services
Work history:
Independent Financial Group, LLC - 183 E 24th St. #5, Yuma, AZ 85364Financial Advisorsince Jan 2013Central Church of Christ Ministersince Oct 2006
Full Profile

Dan Montoya Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Montoya financial group - Yuma, AZ
Financial advisor
Company:
O'rielly chevrolet - Tucson, AZ
Auto sales

Skills

Sales, Qualified Plans Retirment Planning, Portfolio Planning
Full Profile

David Parmer Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cashier

Experience & Education

Work

Company:
U.s. marine corps
Financial advisor
Company:
Market basket - Fannett, TX
Cashier
Full Profile

Sherri Tate Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Presenter • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Psychology Specialist

Experience & Education

Position:
Presenter/Counselor at Yuma Private Industry Council
Location:
Yuma, Arizona Area
Industry:
Financial Services
Work history:
Yuma Private Industry Council Presenter/Counselorsince Jul 2009Money Management International Counselor IISep 1992 - Mar 2009
Financial Counselor
Full Profile

Lana Shapiro Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Coordinator • Advisor • Managers • Pedagogue • Sports Trainer • Sports Trainers • High School Diploma • Corporate Executive • Chief Executive • Owner

Experience & Education

Work

Company:
Merrill lynch
Client associate
Company:
Merrill lynch
Financial advisor
Full Profile

Art Taylor Yuma, AZ

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:
Yuma, Arizona Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisor
Full Profile

Angie Mitchell Yuma, AZ

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
Title:
Financial Advisor
Location:
Yuma, Arizona Area
Industry:
Financial Services
Work history:
Edward Jones - Yuma, Arizona AreaFinancial Advisorsince Aug 2010
Full Profile

Reid Stogner Yuma, AZ

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at BDT & Associates, Inc.
Location:
Yuma, Arizona Area
Industry:
Financial Services
Full Profile

Elizabeth Moseley Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Yuma regional medical center - Yuma, AZ
Retired financial counselor specialist
Full Profile

Meghon Smith Yuma, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Finance and Accounting Specialist • Bookkeeper • Construction • Certified Public Accountant • Program Coordinator • Managers • Legal Secretary • Legal Counsel • Lawyers • Owner • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Accountant at Confidential
Title:
Experienced Accounting Professional
Location:
Yuma, Arizona
Industry:
Accounting
Work history:
Confidential - Yuma, Arizona AreaAccountantsince Dec 2012Yuma Regional Medical Center - Yuma, Arizona AreaFinancial AccountantFeb 2012 - Dec 2012
Financial Counselor at Apollo Group
Full Profile

Jill Zauner Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Volunteer • Managers • Non-Profit • Organization Management • Government Administration Professional • School Administrator • Educational Manager • Operations Manager • Community Service Manager

Experience & Education

Position:
Coordinator at Marine Corps Community Services, Volunteer Caseworker at Navy Marine Corps Relief...
Title:
MCCS Coordinator
Location:
Yuma, Arizona Area
Industry:
Government Relations
Work history:
Marine Corps Community Services Coordinatorsince Sep 2010Navy Marine Corps Relief Society - MCB Hawaii, MCAS YumaVolunteer Caseworkersince Sep 2009
Accredited Financial Counselor
Full Profile

Angie Vanier Yuma, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Supporting Member • Team Member

Experience & Education

Title:
Government & Business Account Executive at Verizon Wireless
Location:
Yuma, Arizona Area
Industry:
Telecommunications
Financial Advisor Associate at Morgan Stanley Smit..
Full Profile

Beatrice Ortiz Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Volunteer • Team Member • Non-Profit • Client Service Officer • High School Diploma • Customer Service

Experience & Education

Work

Company:
Yuma regional medical center - Yuma, AZ
Patient safety companion
Company:
Palm view rehab & care center - Yuma, AZ
Business office assistant
Full Profile

Claudia Buruato Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Admiral • Representative • Office Assistant • Front Office Receptionist • Advisor • Office Clerk • Clerical Specialist • Receptionist • Agent • Sales Representative

Experience & Education

Work

Company:
Aiello eye institute - Yuma, AZ
Adm. asst
Company:
Centene/bridgeway health solutions - Yuma, AZ
Medicare marketing representative
Full Profile

Eva Lopez Yuma, AZ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Team Member • Managers • Management Team Executive • Operations Manager

Experience & Education

Work

Company:
Arizona department of corrections
Correctional officer iii
Company:
Yuma county chase team member

Skills

English/Spanish Speaking, Computer skills
Full Profile

Melinda Young Yuma, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Operations Manager • Director of Operations • Chief Executive • Hair Stylist • Hairdresser • Nursing Aide • Nurse • Nurse Practitioner • Team Member • Sales Representative

Experience & Education

Work

Company:
Be off the chain styling salon
Stylist
Company:
Yuma investment group
Operations manager
Full Profile

Christian Hernandez Phoenix, AZ

Professions & Specialties

Banker • Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Assistant Branch Manager • Partner • Marketing Manager • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Sports Trainer • Sports Trainers • Customer Service • Client Service Officer • Bookkeeper

Experience & Education

Position:
Branch Manager/ Vice President at Chase Bank
Title:
Branch Manager at Chase
Location:
Phoenix, Arizona Area
Industry:
Banking
Work history:
Chase Bank - Phoenix, Arizona AreaBranch Manager/ Vice Presidentsince Aug 2011CitiBank - San Diego, CABranch ManagerNov 2010 - Aug 2011
Skills:
Loans, Credit, Retail Banking, Banking, Mortgage Lending, Credit Analysis, Cross Selling, Consumer...
Financial Advisor and Mortgage banker to create ac..
Full Profile

Cindy Blot New Bern, NC

Professions & Specialties

Credit Manager • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Psychologist • Controller • Office Assistant • Construction • Office Clerk • Clerical Specialist • Psychology Specialist • Chief Executive • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Director, Small Business Center at Craven Community College
Title:
Director, Small Business Center-Craven Community College Workforce Development (252) 638-1166 blotc@cravencc.edu
Location:
New Bern, North Carolina
Industry:
Higher Education
Work history:
Craven Community College - New Bern , NCDirector, Small Business Centersince Apr 2010Wilbur Drywall Company, Inc. - Yuma, AZController, Office ManagerJun 2006 - Sep 2008
Skills:
QuickBooks Proficient, Project Portfolio Management, Web Applications, Financial Analysis, Project...
Financial Advisor at VALIC
Full Profile

Lenny Geist Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Leader • Marketing Manager • Radio Operator • Telecommunications Professional • IT Specialist • Brand Planner • Brand Representative • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Position:
Executive Area Agency Manager at CDS Insurance
Title:
Exec Area Insurance Agency Manager & Advisor
Location:
Phoenix, Arizona Area
Industry:
Financial Services
Work history:
CDS Insurance - 44 StatesExecutive Area Agency Managersince Feb 2013UNI International / American Classic Agency - USAManagerJul 2010 - Aug 2012
Certifications:
Microsoft Office (Word, Excel, Power-Point, Access), Intermediate Expertise
Financial Advisor at Merrill Lynch
Full Profile

Financial Consultants near Yuma, AZ0123El CentroBrawleyCalexicoHoltvilleImperialSan LuisSomertonHeber


Financial Consultants around Yuma, AZ

Brawley  (2)
Calexico  (2)
El Centro  (3)
Heber  (1)
Holtville  (2)
Imperial  (2)
San Luis  (1)
Somerton  (1)

Financial Consultants in Arizona

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (19)