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Financial Management Analysts in North Carolina

Financial Management Analysts in Raleigh, NC

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146 results found

Ellen Kelly Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Position:
Financial Management Analyst II at Duke School of Medicine
Title:
Financial Analyst
Location:
Raleigh-Durham, North Carolina Area
Industry:
Education Management
Work history:
Duke School of Medicine Financial Management Analyst IIsince Oct 2011Inspire Pharmaceuticals Financial AnalystOct 2007 - Feb 2011
Full Profile

Emily Clement Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Tax Accountant • Bachelor of Science • Business Administrator • Office Clerk • Clerical Specialist • Hospital Care Professional • Health Professional • Health Practitioner • Higher Education Professional • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Financial Management Analyst at Duke University Health System
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke University Health System - Durham, NCFinancial Management Analystsince Aug 2011RTI International Staff Tax AccountantJun 2009 - Aug 2011
Full Profile

Elizabeth Hunter Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Physician • Hospital Care Professional • Hospitalist • Health Professional • Health Practitioner • Financial Analyst • Analyst • Analysts • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Networking Officer • Chief Executive • Operations Manager • Project Managers • Corporate Executive • General and Operations Manager • Director of Operations • Customer Relations • Student Worker • Leader • Team Member • Managers • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Financial Management Analyst III at Duke Eye Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Duke Eye Center - Durham, NCFinancial Management Analyst IIIsince Aug 2010Duke University Health System Financial Analyst IIMay 2009 - Aug 2010
Skills:
Financial Analysis
Full Profile

Jen Lazarus Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Non-Profit

Experience & Education

Title:
Financial Planner at Lazarus Financial Planning
Location:
Raleigh-Durham und Umgebung, North Carolina
Industry:
Finanzdienstleistungen
Full Profile

Steve Gaito Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Managing Partner • Founder • Operations Manager • Partner • Chief Executive • Founding Member • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director at My Retirement Education Center, Founder and Managing Partner at Fee Only Planning NC,...
Title:
Director My Retirement Education Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
My Retirement Education Center - Raleigh-Durham, North Carolina AreaDirectorsince Mar 2012Fee Only Planning NC, LLC - Raleigh-Durham, North Carolina AreaFounder and Managing Partnersince Jul 2011
Skills:
Retirement Planning, Debt Management, Planning, Financial Planning, Investments, Budgeting,...
Full Profile

Donald Moody Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Managers • Master of Business Administration • Financial Officer • Financial Manager • Corporate Executive • Chief Executive

Experience & Education

Title:
Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Homrich Berg Chief Planning OfficerMar 2005 - Jan 2009Banc of America Investments Estate and Trust ConsultantNov 2002 - Dec 2004
Skills:
Strategic Financial Planning, Investments, Wealth Management, Asset Managment, Retirement Planning, ...
Full Profile

Kathleen Hobart Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Management Analyst at Duke Clinical Research Institute
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Full Profile

Cassandra Hickey Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Information Technology Specialist • IT Specialist • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Financial Management Analyst at Duke University Health System
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke University Health System - Durham, NCFinancial Management Analystsince Aug 2012IBM - RTP, NCAcquisition Transition AccountantJan 2012 - Aug 2012
Full Profile

Wes Evans Raleigh, NC

Professions & Specialties

Financial Planner • Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Visionary • Supporting Member • Investor • Construction • Advisor • Planner • Team Member • Owner • Chairperson • Chief Executive • Certified Public Accountant • Tax Consultant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Lawyers

Experience & Education

Position:
Associate at Cost Segregation Services, Inc. CSSI, Owner, President at Evergreen Consulting Services
Title:
Financial & Environmental Consultant - Visionary Concepts for Design, Operation & Financing High Performance Buildings
Location:
Raleigh-Durham, North Carolina Area
Industry:
Management Consulting
Work history:
Cost Segregation Services, Inc. CSSI - Raleigh-Durham, North Carolina AreaAssociatesince Jun 2011Evergreen Consulting Services - Raleigh-Durham, North Carolina AreaOwner, Presidentsince Mar 2007
Skills:
Furniture, New Business Development, Financial Analysis, Marketing Strategy, Strategic Planning,...
Full Profile

Sean Godwin Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Planner • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
District Manager at MassMutual Financial Group, Financial Planner at The Piedmont Group
Title:
District Manager at MassMutual Financial Group 919-655-1920
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
MassMutual Financial Group District Managersince Jan 2007The Piedmont Group Financial Plannersince 2000
Skills:
Retirement Planning, Disability Insurance, Retirement
Full Profile

Patricia Simpson Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Analyst • Human Resources Specialist • Recruitment • Chief Executive Officer • Corporate Executive • Chief Executive • Managers • Analysts • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Management Analyst at Duke University
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke University Financial Management Analystsince Jul 2009Lenovo Advisor/Lead Financial AnalystJan 2007 - Mar 2009
Skills:
Excel, Access, Budgeting, Financial Management, Budget Analysis, SAP
Full Profile

Wat Keys Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Personal Financial Planner • Puchasing and Estimating Manager • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Financial Analyst • Financial Manager • Management Team Executive • Chief Executive • Vice President • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
LPL Financial Advisor/Retirement Plan Specialist at LLG Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
LLG Financial LPL Financial Advisor/Retirement Plan Specialistsince 2009Union Central Life Insurance Company Retirement Plan Specialist & Pension Wholesaler1997 - 2009
Skills:
Wat is a CERTIFIED FINANCIAL PLANNER(tm) Practitioner and a CHARTERED RETIREMENT PLANS...
Full Profile

Patricia Simpson Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Financial Analyst • Human Resources Specialist • Recruitment • Chief Executive Officer • Corporate Executive • Chief Executive • Managers • Analysts • Operations Manager • IT Specialist

Experience & Education

Position:
Financial Management Analyst at Duke University
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke University Financial Management Analystsince Jul 2009Lenovo Advisor/Lead Financial AnalystJan 2007 - Mar 2009
Full Profile

Latrina Dobbin Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Agent • Sales Representative • Bachelor of Science

Experience & Education

Work

Company:
Duke university medical center
Financial management analyst ii
Company:
Eaton corporation - Raleigh, NC
Senior financial analyst

Skills

Highly proficient and computer literate: Hyperion Financial Management (HFM), Oracle (Character,...
Full Profile

Brian Arney Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Surgeon • Surgical Specialist • Physician • Data Analyst • Data Entry Specialist • Data Scientist • Health Professional • Health Practitioner • Research Assistant • Researcher • Survey Researcher • Analysts • Advisor

Experience & Education

Position:
Financial Management Analyst III at Duke University Health System
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke University Health System - Durham, NCFinancial Management Analyst IIIsince Sep 2004BlueCross BlueShield of North/South Carolina - Durham, NCAccountant IIISep 2001 - Oct 2004
Skills:
CPA, Epic Resolute Hospital Billing, Epic Resolute Professional Billing, Access Database,...
Full Profile

Robby Oakes Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Chief Executive Officer • Corporate Executive • Chief Executive • Buyer • Buyer and Seller • Sales Representative • Construction • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Director at Corporate Investors Mortgage Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
Corporate Investors Mortgage Group Managing Directorsince Jan 2003Northwestern Mutual Financial Network Financial Planner2001 - 2003
Skills:
Loans, Mortgage Lending, Residential Mortgages, Mortgage Banking, Jumbo Mortgage, Real Estate...
Full Profile

Harry Schreiner Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Lenovo
Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Hardware
Work history:
Lenovo Financial PlannerIBM Accounting/Financial PlanningJan 1985 - Apr 2005
Full Profile

Arun Aggarwal Raleigh, NC

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Financial Director • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President- Financial Advisor at Morgan Stanley
Title:
Financial Advisor-CERTIFIED FINANCIAL PLANNER™* at Morgan Stanley
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley - Raleigh-Durham, North Carolina AreaSenior Vice President- Financial Advisorsince Jul 1988Interstate Securities - Raleigh, NCFinancial Advisor1987 - 1988
Full Profile

Joe Rusnak Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Technician • Technical Specialist • Technical Support Specialists • Immunologist • School Principal • School Administrator • Educational Manager • Hospital Care Professional • Physician • Health Professional • Health Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Analysts • Administrative Clerk • Clerical Specialist • Surgical Specialist • Higher Education Professional • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Management Analyst II at Duke University Health System, Financial Management Technician...
Title:
Financial Management Analyst II at Duke University Health System
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Duke University Health System Financial Management Analyst IIsince Aug 2010Army National Guard Financial Management Techniciansince Mar 2008
Skills:
Budgets, Leadership, Inventory Management, Research, Microsoft Office, PowerPoint, Analysis,...
Full Profile

Laura Antonelli Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Business Administrator • Bachelor of Science • Chief Executive

Experience & Education

Work

Company:
Living arts college
Financial planner
Company:
Ppd, inc - Morrisville, NC
Project assistant
Full Profile

Aaron Anglin Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Manager • Chief Executive • Operations Manager • Marketing Manager • Adjunct Instructor • Lecturer • Postsecondary Teacher • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Providence Financial Solutions, Adjunct Faculty at University of Phoenix, Financial...
Title:
at Providence Financial Solutions
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Providence Financial Solutions PartnerUniversity of Phoenix Adjunct Facultysince Jun 2010
Skills:
Investments, Life Insurance, Long Term Care Insurance, Retirement Income Planning, College...
Full Profile

Evan Skinner Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Operations Manager • Laborer • Student Worker

Experience & Education

Work

Company:
Town of west point, west point
Board of zoning appeals official & wetlands board official
Company:
Northwestern mutual financial network - Richmond, VA
Financial planner
Full Profile

Janet Fox Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
President at ACH Investment Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
ACH Investment Group Presidentsince Oct 1991
Skills:
Retirement Planning, Public Speaking, Investments, Financial Analysis, Sales, Finance, Teaching,...
Full Profile

Latrina Dobbin Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Accounts Payable • Accounts Payable Specialist • Bachelor of Science • Analysts

Experience & Education

Work

Company:
Life empowerment united worldwide assemblies
Church administrator
Company:
Duke university medical center
Financial management analyst ii
Full Profile

Angela Thomas Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Management Analyst II at Duke Clinical Research Institutie
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
Duke Clinical Research Institutie Financial Management Analyst II
Full Profile

Lori Betz Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Management Analyst at Duke Clinical Research Institute
Location:
Raleigh-Durham, North Carolina Area
Industry:
Research
Work history:
Duke Clinical Research Institute - Durham, NCFinancial Management Analystsince 2001
Full Profile

Mike Eklund Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Chief Executive • Financial Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Financial Planner at Financial Symmetry, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Financial Symmetry, Inc. - Raleigh-Durham, North Carolina AreaFinancial Plannersince Sep 2012American Capital - New York, NYDirectorMar 2006 - Aug 2012
Full Profile

Harold Schreiner Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at Lenovo
Location:
Raleigh-Durham, North Carolina Area
Industry:
Computer Hardware
Full Profile

Sarah Place Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive Officer • Financial Director • Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO, CFO at Place Trade Financial, Inc. (Member FINRA, SIPC), CEO at Place Trade Tax, Director at...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Place Trade Financial, Inc. (Member FINRA, SIPC) - Raleigh-Durham, North Carolina AreaCEO, CFOsince 2001Place Trade Tax - Raleigh-Durham, North Carolina AreaCEOsince 2011
Skills:
Finance, Investments, Financial Analysis, Financial Modeling, Strategic Financial Planning,...
Full Profile

Arnette Williams Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Management Analyst at Duke University Medical Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Research
Work history:
Duke University Medical Center Financial Management Analyst
Full Profile

Ruffin Batten Raleigh, NC

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Sonographer • Medical Sonographers • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Principal at First Place Financial Services
Title:
Principal at First Place Financial Services www.absagents.com/rbatten
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
First Place Financial Services - Selma, NCPrincipalsince Jan 2012Nationwide Securities - North CarolinaFinancial Specialist / Financial PlannerFeb 2006 - Dec 2011
Full Profile

Mary Beth Parker Raleigh, NC

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Consultant • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Contractor • Team Member • Independent Business Owners • Chief Executive • Operations Manager • Master of Business Administration

Experience & Education

Position:
Asset Management Group at Local Government Federal Credit Union
Title:
Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Local Government Federal Credit Union - Raleigh, NCAsset Management Groupsince May 2010Self employed Certified Financial PlannerNov 2008 - May 2010
Skills:
Financial Planning, Asset Management, Financial Analysis, Strategic Planning, Banking, Financial...
Full Profile

Kristin Welsh Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Management Analyst at Duke University Medical Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Full Profile

Brett Dysart Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Cornerstone Wealth Management, LLC
Title:
Financial Advisor at Cornerstone Wealth Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Cornerstone Wealth Management, LLC Financial Plannersince Dec 2008Raleigh Country Club Head Golf ProfessionalAug 2007 - Dec 2008
Skills:
Wealth Management, Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Personal...
Full Profile

Carey Borden Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Counselor • Business Administrator • Advisor • Systems Administrator • Computer Systems Administrator • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Management Analyst at Duke University Health System
Title:
Financial Management Analyst
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Duke University Health System - Durham, NCFinancial Management Analystsince Nov 2011Cree Revenue AnalystNov 2009 - Jun 2011
Full Profile

Cheri Gray Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Physician • Financial Analyst • Immunologist • Human Resources Specialist • Recruitment • Financial Compliance Examiner • Auditor • Government Administration Professional • Operations Manager • Community Service Manager • Biologist • Biological Scientist

Experience & Education

Position:
Sr. Financial Management Analyst at Duke University
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Duke University Sr. Financial Management Analystsince Nov 2007Talecris Biotherapeutics Sr. Financial AnalystAug 2005 - Apr 2007
Skills:
Forecasting, Budgets, Financial Modeling, Variance Analysis, Ad Hoc Reporting, Management, Project...
Full Profile

Jake Connors Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Vice President, Financial Advisor at CAPTRUST
Title:
Vice President, Financial Advisor at CAPTRUST Financial Advisors
Location:
Raleigh, North Carolina
Industry:
Financial Services
Work history:
CAPTRUST Vice President, Financial Advisorsince Feb 2008Ameriprise Financial Services, Inc. - Raleigh, NCFinancial Planner2003 - Jan 2008
Skills:
401k, Retirement, Retirement Planning, Investment Policy Statements, Investments, Pensions, ERISA,...
Full Profile

Dawn Goodwin Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Biotechnology Professional • Biologist • Biological Scientist • Analyst • Analysts

Experience & Education

Position:
Financial Management Analyst II at Duke Clinical Research Institute
Location:
Raleigh-Durham, North Carolina Area
Industry:
Biotechnology
Work history:
Duke Clinical Research Institute Financial Management Analyst IIsince Nov 2010ICON Clinical Research Contracts Analyst IIFeb 2009 - Mar 2010
Full Profile

Bridges Reed Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Financial Analyst at IBM Global Business Services, WW GBS Financial Planner at IBM
Title:
Financial Analyst at IBM Global Business Services
Location:
Raleigh-Durham, North Carolina Area
Industry:
Information Technology and Services
Work history:
IBM Global Business Services Financial Analystsince Mar 2004IBM - Raleigh, NCWW GBS Financial Plannersince 1991
Full Profile

Nate Oltmans Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER™ Professional at Cornerstone Wealth Management, LLC, Financial Planner...
Title:
CFP® at Cornerstone Wealth Management, LLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Cornerstone Wealth Management, LLC CERTIFIED FINANCIAL PLANNER™ Professionalsince Sep 2010Cornerstone Wealth Management Financial Plannersince Jul 2007
Full Profile

Kriston Wiltsey Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Client Service Officer • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Preschool Teacher • Preschool Teachers

Experience & Education

Position:
Financial Service Representative at North Carolina State Employee's Credit Union
Title:
Financial Services Representative II, North Carolina State Employees' Credit Union
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
North Carolina State Employee's Credit Union Financial Service Representativesince Oct 2011Seeds of Faith Preschool Preschool TeacherAug 2006 - Aug 2008
Full Profile

John Pulleyn Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Parrish, Pulleyn & Young Wealth Management
Title:
Independent Financial Services Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Parrish, Pulleyn & Young Wealth Management Financial Plannersince Mar 2008Merrill Lynch Financial AdvisorApr 2007 - Mar 2008
Full Profile

Jenn Lazarus Raleigh, NC

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 Lazarus Financial Planning
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Full Profile

Ben Birken Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Woodward Financial Advisors, Inc
Title:
Financial Planner at Woodward Financial Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Woodward Financial Advisors, Inc Financial Plannersince Jan 2007
Full Profile

Jeff Dortch Raleigh, NC

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Psychology Specialist • Chief Executive • Partner • Financial Manager

Experience & Education

Position:
Financial Planner at Local Government Federal Credit Unioin
Title:
Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Local Government Federal Credit Unioin - Raleigh-Durham, North Carolina AreaFinancial Plannersince Jan 2013Northwestern Mutual Investment Services/Carolina Condrey Group - Raleigh, North CarolinaTeam MemberJul 2011 - Jul 2012
Certifications:
CERTIFIED FINANCIAL PLANNER(TM)
Chartered Financial Constultant
Full Profile

Mike Young Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
President/ Financial Planner at Parrish, Pulleyn and Young Wealth Management
Title:
President/Financial Planner
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Parrish, Pulleyn and Young Wealth Management President/ Financial Plannersince Mar 2008
Full Profile

Melissa Huffstetler Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Engineer • Hospital Care Professional • Health Professional • Health Practitioner • Health Services Manager • Student Worker • Apprentice • Advisor • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
Management Engineer at Duke University Health System / Duke Raleigh Hospital
Title:
Performance Services at Duke University Health System
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Duke University Health System / Duke Raleigh Hospital - Raleigh-Durham, North Carolina AreaManagement Engineersince May 2008Duke University Health System / Duke Raleigh Hospital - Raleigh-Durham, North Carolina AreaFinancial Management Analyst IIIJul 2001 - May 2008
Full Profile

Kendra Evans Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Management Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Management Analyst at Duke University Medical Center
Title:
Financial Analyst at Duke Clinical Research Institute
Location:
Raleigh-Durham, North Carolina Area
Industry:
Hospital & Health Care
Work history:
Duke University Medical Center - Durham,NCFinancial Management Analystsince Apr 2011Duke Medical' Financial AnalystFeb 2009 - Mar 2011
Full Profile

Rebekah Poirier Raleigh, NC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Bank Teller • Banker • Chief Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper • Pharmaceuticals Professional • Student Worker • Druggist • Pharmacist • Non-Profit • Bachelor of Science • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:
U.s. department of homeland security (dhs)
Senior accountant
Company:
U.s. general services administration
Senior financial management analyst

Skills

Proficient in all MS Office products (2003 - 2013 versions), MS Sharepoint Developer, Momentum...
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David Parker Raleigh, NC

Professions & Specialties

Banker • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Information Officer • Technology Director • Technology Manager • Technical Managers • Marketing Manager • Operations Manager • Field Marketing Specialist • Marketing Administrator • Sales Representative

Experience & Education

Work

Company:
Ibm - Research Triangle Park, NC
Cio it finance staff - worldwide
Company:
Ibm - Research Triangle Park, NC
It financial planner worldwide software group

Skills

Microsoft Office, Hyperion, BRIO, organizational skills, good verbal communication skills, good...
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Financial Management Analysts near Raleigh, NC0612182430DurhamCaryWake ForestApexClaytonCoatsGarnerHolly SpringsSelma