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Financial Management Analysts in Florida

Financial Management Analysts in Fort Myers, FL

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17 results found

James Gallagher Fort Myers, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Educator • Education Professional • Instructor • Owner • Manager • Partner • Chief Executive • Operations Manager • Advisor • Tax Consultant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Software Engineer • Software Developers

Experience & Education

Position:
Financial Educator, Investment Advisor, Tax Consultant and Wealth Manager at Waterstone Financial,...
Title:
Financial Educator at Waterstone Financial and Owner Developer of Financial Planning Software at Stuart Software Solu
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Waterstone Financial - Fort Myers, Florida AreaFinancial Educator, Investment Advisor, Tax Consultant and Wealth Managersince Jan 2011Stuart Software Solutions - Fort Myers, Florida AreaFinancial Planning Software Developmentsince Sep 2010
Full Profile

Frank Durand Fort Myers, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Durand & Gallentine Investment Management Group
Title:
Senior Financial Advisor, Durand & Gallentine Investment Management Group
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Durand & Gallentine Investment Management Group - Fort Myers, FloridaSenior Financial Advisorsince Dec 2009Smith Barney Senior Vice PresidentOct 1995 - Dec 2009
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Chad Tillery Fort Myers, FL

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Advisor • Financial Manager • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President / Private Banker at TIB Bank
Location:
Fort Myers, Florida Area
Industry:
Banking
Work history:
TIB Bank Assistant Vice President / Private Bankersince Aug 2010BKD Wealth Advisors, LLC Supervising Advisor / Senior Financial PlannerFeb 2004 - Aug 2009
Full Profile

John Rosko Fort Myers, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Loan Originator at Express Funding
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Express Funding Loan Originatorsince Jul 2012John Rosko & Associates Financial PlannerNov 1979 - Jul 2012
Full Profile

R.j. Dempsey Fort Myers, FL

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fisher • Advisor • Bachelor of Arts

Experience & Education

Position:
President & CEO at The Plan First Financial Group, LLC
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
The Plan First Financial Group, LLC President & CEOsince Sep 2009Acadia Wealth Management Vice PresidentApr 2008 - Sep 2009
Full Profile

David Gallentine Fort Myers, FL

Professions & Specialties

Financial Consultant • Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Durand & Gallentine Investment Management Group
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Durand & Gallentine Investment Management Group - Fort Myers, FLSenior Financial Advisorsince Dec 2009Smith Barney - Fort Myers, FLFinancial Planner1999 - 2009
Skills:
Wealth Management, Retirement Planning, Investment Management, Asset Management, Insurance Planning
Full Profile

Sue Piirainen Fort Myers, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Finacial Planner at Ameriprise
Title:
Certified Financial Planner, Financial Advisor with the practice of Kathy Black
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Certified Finacial Plannersince Aug 1992Ameriprise Financial Services, Inc. Platinum Financial Planner1992 - 2011
Full Profile

Corey Vertich Fort Myers, FL

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner at Uhler and Vertich Financial Planners, LLC
Title:
CFP at Uhler and Vertich Financial Planners
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Uhler and Vertich Financial Planners, LLC Financial Plannersince Jul 1993
Skills:
IRAs, Asset Allocation, Retirement, Securities, Wealth Management, Retirement Planning
Full Profile

Jonathan Tsimon Fort Myers, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Operations Specialist at MD Solutions
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
MD Solutions Operations SpecialistCapital Financial Financial PlannerFeb 2008 - Oct 2008
Full Profile

Scott White Fort Myers, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President and Financial Planner at Scott White Advisors
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Scott White Advisors President and Financial Planner
Full Profile

Chuck Wolfe Fort Myers, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Title:
Financial Planner/Advisor
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Advisor
Full Profile

David Gallentine Fort Myers, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Durand & Gallentine Investment Management Group
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Full Profile

Melanie Dehon Fort Myers, FL

Professions & Specialties

Financial Services Professional • Financial Planner • Banker • Loan Officer • Financial Services Sales Agent • Financial Management Analyst • Loan Officers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Hospital Care Professional • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Law Specialist • Lawyers • Business Administrator • Training and Coaching Professional • Professional Development Teacher • Chief Executive • Operations Manager • Sports Trainers

Experience & Education

Position:
CNA/HHA at Glenview Premier Place Health Center, CNA at Emeritus
Title:
CNA at Emeritus
Location:
Fort Myers, Florida Area
Industry:
Hospital & Health Care
Work history:
Glenview Premier Place Health Center - Naples, Florida AreaCNA/HHAsince Aug 2011Emeritus - Bonita Springs, FLCNAsince Mar 2011
Skills:
Certified Nursing Assistant, Home Health Aid, Financial Planning, Customer Relations, Microsoft...
Full Profile

Shenandoah Lawton Fort Myers, FL

Professions & Specialties

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

Experience & Education

Position:
Advance Financial Advisor at Ameriprise Financial Services, Inc., Financial Advisor at AXA Advisors
Title:
Financial Advisor at AXA Advisors
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Advance Financial Advisorsince Oct 2011AXA Advisors - Fort Myers FloridaFinancial Advisorsince Oct 2011
Full Profile

Barry Cfp Fort Myers, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Trustee Foundation for Financial Planning
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Full Profile

Sandy Bleustein Fort Myers, FL

Professions & Specialties

Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Construction • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Wealth Management Consultant at UBS FInancial Services, Inc.
Title:
Wealth Management Consultant at UBS Financial Services
Location:
Fort Myers, Florida Area
Industry:
Financial Services
Work history:
UBS FInancial Services, Inc. Wealth Management Consultantsince Apr 2009UBS Financial Services, Inc. Regional HeadOct 2006 - Mar 2009
Skills:
CFP, CPA, Life Insurance license, Series 7, 63, 65, 9, 10
Full Profile

Theodore Clifton Fort Myers, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Independent Contractor • Advisor • Contractor • Researcher • Survey Researcher • Independent Business Owners • Pedagogue • Master of Science • Bachelor of Science • Sports Trainers

Experience & Education

Work

Company:
Self-employed
Consultant, grant researcher
Company:
Children's medical services - Fort Myers, FL
Consultant ii
Full Profile

Financial Management Analysts near Fort Myers, FL036912NaplesCape CoralBonita SpringsPort CharlottePunta Gorda


Financial Management Analysts around Fort Myers, FL

Cape Coral  (3)
Naples  (12)
Punta Gorda  (1)

Financial Management Analysts in Florida

Sub-specializations