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Financial Management Analysts in Lancaster, PA

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19 results found

Jeremy Walter Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCuratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerStudent Worker

Experience & Education

Position:
Director of Financial Planning at Bare Financial Services, Inc.
Title:
Financial Planner and Curator of Long-term Goals
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Bare Financial Services, Inc. Director of Financial Planningsince Jan 2006Philadelphia Biblical University Student WorkerSep 2005 - May 2006
Skills:
Financial Planning, Wealth Management, Stewardship, Strategic Financial Planning, Retirement...

Dan Crocker Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Partner at Sage Financial LLC
Title:
Partner, Sage Financial LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Sage Financial LLC Partnersince Jul 1994IDS Financial Services Financial PlannerMar 1990 - Jul 1994
Skills:
Wealth Management, Strategic Financial Planning, Retirement, Securities, FINRA, Investments, Mutual ...

Jeffrey Swope Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Planner at Mutual of Omaha
Location:
Lancaster, Pennsylvania Area
Industry:
Insurance

Ben Smith Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvertising ProfessionalAdvertising Sales AgentMarketing ManagerInternet Marketing ManagerWeb MarketerAccounting BookkeeperBookkeeper

Experience & Education

Position:
VP of Art Production at Clipper Magazine, a division of Gannett
Title:
VP of Art Production at Clipper Magazine
Location:
Lancaster, Pennsylvania Area
Industry:
Marketing and Advertising
Work history:
Clipper Magazine, a division of Gannett VP of Art Productionsince 1994CIGNA Individual Financial Services Financial PlannerJun 1986 - Sep 1991
Skills:
Direct Mail, Advertising, Social Media Marketing, Adobe Creative Suite, InDesign, Logo Design,...

David Stork Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Wealth Planning Strategist at Wells Fargo Private Bank, Financial Planner at Wachovia Bank,...
Title:
Senior Wealth Planning Strategist at Wells Fargo Private Bank
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Wells Fargo Private Bank Senior Wealth Planning Strategistsince Sep 2002Wachovia Bank Financial Plannersince 2002
Skills:
Wealth Management Services, Strategic Financial Planning, Estate Planning

Robin Montgomery Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSports TrainerSports TrainersOwnerFounderChief ExecutiveFounding MemberSales PersonSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Support4Advisors, Founder at Sales Assistant Strategies, LLC.
Title:
Financial Planner and National FP Coach
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Support4Advisors OwnerSales Assistant Strategies, LLC. Foundersince Feb 2005

Michael Dieter Lancaster, PA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial PlannerFinancial Services Sales AgentFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorOperations Manager

Experience & Education

Position:
Financial Advisor at Dieter Financial Services
Title:
Financial Services Representative at Dieter Financial Services, An Office of MetLife
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Dieter Financial Services - Lancaster, PaFinancial Advisorsince Oct 2007Prudential Financial Financial PlannerJan 2003 - Oct 2007

Alan Campbell Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at Rodgers & Associates
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Rodgers & Associates Financial Plannersince Jan 2006

Lauren Frick Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAccounting BookkeeperBookkeeper

Experience & Education

Position:
Trust Officer & Vice President at PNC Wealth Management
Location:
Lancaster, Pennsylvania Area
Industry:
Banking
Work history:
PNC Wealth Management Trust Officer & Vice Presidentsince Jun 2006Wachovia Bank Financial PlannerJun 2005 - May 2006

Michael Helveston Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at Rodgers & Associates
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Rodgers & Associates Financial Plannersince Jan 2007Vanguard Financial Planner1999 - 2007

Brian Woodfill Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at MassMutual
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
MassMutual Financial Planner

Justin Loss Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner with Personal Wealth Advisory, LLC
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services

Brian Woodfill Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentBookkeeper

Experience & Education

Title:
Persuader and Analyzer
Location:
Lancaster, Pennsylvania Area
Industry:
Human Resources
Work history:
MassMutual Financial PlannerOct 2005 - Dec 2008

George Mastrogiorgos Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner at Ronzano and Associates an Ameriprise Financial Advisory Practice
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services

Leslie Kuffel Lancaster, PA

Professions & Specialties

Loan OfficerFinancial PlannerLoan OfficersFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Loan Officer, Financial Planner at Beacon Mortgage
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services
Work history:
Beacon Mortgage Loan Officer, Financial Planner

Scott Bechtold Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services

Bradley Goldsmith Lancaster, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner
Location:
Lancaster, Pennsylvania Area
Industry:
Financial Services

Martin Sponaugle Lancaster, PA

Professions & Specialties

OwnerChief ExecutiveLaw SpecialistLawyers

Experience & Education

Position:
Owner at Sponaugle Law Offices
Title:
Owner, Sponaugle Law Offices
Location:
Lancaster, Pennsylvania Area
Industry:
Law Practice
Work history:
Sponaugle Law Offices Ownersince Jan 1982

Scott Talbot Orlando, FL

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorOperations ManagerOrganization ManagementCounselorAdvisorFinancial ManagerMaster of DivinityAccounting BookkeeperBookkeeper

Experience & Education

Position:
Director of Planned Giving at Great Commission Foundation
Location:
Orlando, Florida
Industry:
Nonprofit Organization Management
Work history:
Great Commission Foundation - Orlando, FLDirector of Planned Givingsince Jan 2005In Touch Ministries - Atlanta, GAPlanned Giving ConsultantMar 1998 - Jan 2005


Financial Management Analysts near Lancaster, PA0481216YorkEphrataMarietta



Financial Management Analysts around Lancaster, PA

Ephrata  (1)
Marietta  (1)
York  (16)

Financial Management Analysts in Pennsylvania

Sub-specializations