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Financial Management Analysts in Florida

Financial Management Analysts in Tampa, FL

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174 results found

Timothy Grimes Tampa, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Contractor • Program Director • Operations Manager • Budget Officer • Financial Analyst • Independent Business Owners • Financial Compliance Examiner • Auditor • Business Administrator • Financial Officer • Chief Executive • Training and Development • Master of Public Administration • Bachelor of Arts • Hospital Care Professional • Health Professional • Health Practitioner • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Principal Acquisition Specialist at Gemini Industries Inc
Title:
Principal Acquisition Specialist at Gemini Industries
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Defense & Space
Work history:
Gemini Industries Inc - Tampa/St. Petersburg, Florida AreaPrincipal Acquisition Specialistsince Apr 2011Jacobs Technology - Tampa/St. Petersburg, Florida AreaSr Financial Management/Budget AnalystFeb 2011 - Apr 2011
Skills:
Proposal Writing, Financial Analysis, Cost Estimating, Performance Metrics, Budgeting, Financial...
Full Profile

Timmy Grimes Tampa, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Business Administrator

Experience & Education

Title:
Senior Financial Management Analyst at Booz Allen Hamilton
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Defense & Space
Full Profile

Daniel Tochinskiy Tampa, FL

Professions & Specialties

Financial Planner • Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Master of Science • Psychologist • Biotechnology Professional • Biologist • Biological Scientist • Recruitment • Chief Accountant • Accounting Bookkeeper • Bookkeeper • Account Manager • Operations Manager • Psychology Specialist

Experience & Education

Position:
Financial Planner at The Prudential Insurance Company of America,
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
The Prudential Insurance Company of America, - Tampa/St. Petersburg, Florida AreaFinancial Plannersince Jul 2009Bank of America Small Business BankerJul 2008 - Jul 2009
Skills:
Credit, Financial Planning, Banking, Accounting, Financial reporting,, Portfolio Management,...
Languages:
Russian, English, Ukrainian
Certifications:
Series 7,
Series 65 Registered Investment Advisor,
Full Profile

Hank Mart Tampa, FL

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Psychologist • Psychology Specialist • Independent Business Owners • Managers • Contractor • Associate in Applied Science • Construction Manager • Operations Manager

Experience & Education

Position:
Financial Services Representative at State Farm Insurance
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
State Farm Insurance - Lithia, FLFinancial Services Representativesince Jul 2012(Contract work for Ernst & Young) Financial Planner/CounselorJan 2011 - Mar 2012
Certifications:
Chartered Advisor for Senior Living ® (CASL) ®, The American College
Full Profile

Christopher Warren Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager in Training • Advisor • Managers • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Information Technology Specialist • IT Specialist • Recruitment • Operations Manager

Experience & Education

Position:
Financial Planner at Ernst & Young
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ernst & Young Financial Plannersince Jan 2011Ultimate Medical Academy Student ManagerMay 2010 - Jan 2011
Full Profile

Lisa Obiaya Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Analysts • Bachelor of Business Administration • Sales Representative

Experience & Education

Position:
Financial Planner at Ernst & Young
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ernst & Young - Tampa/St. Petersburg, Florida AreaFinancial Plannersince Oct 2010Largo Financial Services Financial Representative2010 - Jan 2012
Skills:
Risk Management, Strategic Financial Planning, Investments, Financial Services, Finance, Banking
Full Profile

Barry Flagg Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Owner • Chief Executive • Founding Member • Instructor • Pedagogue • Adjunct Instructor • School Principal • Lecturer • Postsecondary Teacher • School Administrator • Educational Manager • Volunteer • Speaker • Representative • Non-Profit • Spokesperson • Agent • Sales Agent • Sales Representative • Insurance Professional • Underwriter • Operations Manager • Professional Development Teacher

Experience & Education

Position:
Founder, Inventor & Owner at Veralytic, Instructor - Leadership Boot Camp for Life Insurance...
Title:
President, Founder & Inventor - Veralytic
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Veralytic Founder, Inventor & Ownersince Jan 2003Leadership Center for Investment Stewards - West PointInstructor - Leadership Boot Camp for Life Insurance Stewardssince Feb 2013
Skills:
Life Insurance, Insurance, Wealth Management, Fixed Annuities, Trusts, Portfolio Management,...
Full Profile

Kyle Bartley Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Corinthian Colleges
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Higher Education
Work history:
Corinthian Colleges - Tampa, FLFinancial Plannersince Mar 2012Sallie Mae - Fishers, INCollegeServAug 2010 - Mar 2012
Full Profile

Bobby Stark Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Pioneer Financial Assoc
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
Pioneer Financial Assoc Financial Plannersince Jul 2005
Skills:
Retirement Planning, Insurance, Investments, Securities, Finance, Fixed Income, Financial Advisory, ...
Full Profile

Deb Sudtelgte Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Representative • Security • Human Resources Specialist • Recruitment • Clerical Specialist • Chief Executive • Health Professional • Health Practitioner

Experience & Education

Title:
Student financial planner
Location:
Tampa, Florida
Industry:
Higher Education
Work history:
USF Federal Credit Union - Tampa/St. Petersburg, Florida AreaMember Services RepresentativeJul 2012 - Jun 2013Moffitt Cancer Center - Tampa/St. Petersburg, Florida AreaManagement AssistantMar 2012 - Aug 2012
Full Profile

Mike Mitchell Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Associate • Agent • Sales Representative • Counselor • Supporting Member • Team Member • Advisor • Senior Customer Service Representative • Area Manager • Managers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Region Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Employee Benefits - Senior Associate at Excalibur Financial Group
Title:
Senior Associate at Excalibur Financial Group
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Excalibur Financial Group Employee Benefits - Senior Associatesince Nov 2008Oasis Outsourcing Professional Employer ConsultantJan 2008 - Nov 2008
Full Profile

Bill Hammond Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Speaker • Security • Analyst • Non-Profit • Advisor • Spokesperson • Representative • Analysts • Chairperson • Chief Executive Officer • Founder • Director • Chief Executive • Corporate Executive • Founding Member • Operations Manager • Education Professional • Instructor • Head Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Educator

Experience & Education

Position:
Wealth Preservation Strategist | Safe Retirement Strategies Specialist | President & CEO at...
Title:
College Funding Consultant | Financial Solutions Public Speaker | President & CEO at Family Wealth Security Group, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Family Wealth Security Group, Inc. - Orlando, Florida AreaWealth Preservation Strategist | Safe Retirement Strategies Specialist | President & CEOsince 2010Lifetime Education Foundation, Inc. College Funding Consultant | Founder & Presidentsince 2011
Skills:
Insurance, Annuities, Retirement, Fixed Indexed Annuities, Legacy Planning, Healthcare Solutions,...
Full Profile

Brooks Wallington Tampa, FL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Agent • Sales Representative • Bachelor of Business Administration • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Planner at Prudential Financial
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Investment Management
Work history:
Prudential Financial Financial Plannersince Mar 2013Synovus - Tampa AreaFinancial ConsultantFeb 2012 - Feb 2013
Skills:
Investment Advisory, Investment Banking, Investment Strategies, Portfolio Management, Mutual Funds, ...
Full Profile

David Spencer Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Senior Vice President • Regional Vice President • Operations Manager • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Advisor • Master of Science • Psychology Specialist

Experience & Education

Position:
Senior Vice President / Director of Premier Clients at ACE Private Risk Services
Title:
Director of Premier Clients at ACE Private Risk Services
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
ACE Private Risk Services - NationallySenior Vice President / Director of Premier Clientssince Oct 2011ACE Private Risk Services Regional Vice PresidentJan 2009 - Oct 2011
Skills:
HNW and Ultra High Net Worth personal insurance marketing, underwriting & sales, HNW Event...
Full Profile

Phil Day Tampa, FL

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Juris Doctor • Master of Business Administration • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Attorney At Law • Law Specialist • Lawyers • Project Manager • Financial Manager • Project Managers • Team Member • Financial Officer • Buyer and Seller • Sales Representative

Experience & Education

Position:
Attorney at Law Offices of Phillip Day, PL, Financial Planner at HD Vest
Title:
JD, LL.M (tax), MBA, CPA/PFS, CFP®
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Law Practice
Work history:
Law Offices of Phillip Day, PL Attorneysince Mar 2005HD Vest - Seminole, FLFinancial Plannersince Sep 2010
Skills:
Estate Planning, Trusts, Personal Financial Planning, Wills, Investment Advisory, Life Insurance,...
Languages:
English, Spanish
Certifications:
ATTORNEY AT LAW, FLORIDA BAR
CERTIFIED PUBLIC ACCOUNTANT, FLORIDA
Full Profile

Paul Finocchiaro Tampa, FL

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chief Executive

Experience & Education

Work

Company:
Citi personal wealth management - Tampa, FL
Senior financial advisor
Company:
Financial planner - San Antonio, TX
Full Profile

Mark Krivonak Tampa, FL

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Director • Vice President • Financial Manager • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Representative • Advisor • Security

Experience & Education

Position:
Compliance Director at 21st Century Financial, Inc.
Title:
Financial Advisor / CFP, ChFC, CLU
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
21st Century Financial, Inc. Compliance Directorsince Apr 2008
Full Profile

Dianna Saiz Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Customer Service • Chief Executive • Operations Manager

Experience & Education

Work

Company:
National aviation academy
Financial aid specialist
Company:
Virginia college - Tampa, FL
Financial planner (financial aid officer)
Full Profile

Dianna Bergeron Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Customer Service • Chief Executive • Operations Manager

Experience & Education

Work

Company:
National aviation academy
Financial aid specialist
Company:
Virginia college - Tampa, FL
Financial planner (financial aid officer)
Full Profile

Bj Francis Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Division Manager • Department Supervisor • Manager • Operations Manager • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Division Leader / Financial Planner at Primerica Financial Services
Title:
Division Manager at Primerica
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Primerica Financial Services - Tampa/St. Petersburg, Florida AreaDivision Leader / Financial Plannersince Sep 2008PMSI - Tampa/St. Petersburg, Florida AreaDRN SpecialistAug 2006 - Dec 2010
Skills:
Customer Service, Strategic Planning, Strategic Financial Planning, Financial Analysis, Finance,...
Full Profile

Dania Blanco Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Student Financial Planner at Corinthian Colleges
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Education Management
Work history:
Corinthian Colleges Student Financial Planner
Full Profile

Charlotte Russe Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Raymond James Financial
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Banking
Work history:
Raymond James Financial Financial Planner
Full Profile

Rolando Reyes Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner/ Insurance Agent at Roney Insurance
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Roney Insurance Financial Planner/ Insurance Agent
Full Profile

Braeah Venters Tampa, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Healthport
Roi specialist
Company:
Ultimate medical academy - Tampa, FL
Financial planner
Full Profile

Remus Mccarter Tampa, FL

Professions & Specialties

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

Experience & Education

Title:
Independent Fund-Raising Professional
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Fund-Raising
Work history:
Retired Financial Planner1965 - 2007
Full Profile

Dania Blanco Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Home Equity Home Services Specialist at Bank of America
Title:
Student Financial Planner at Corinthian Colleges
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Education Management
Work history:
Bank of America - Tampa, FloridaHome Equity Home Services Specialistsince May 2011
Full Profile

Craig Garber Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Author • Copywriter • Publicity Writer • Publisher • Speaker • Publishing Professional • Spokesperson • Representative • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent

Experience & Education

Position:
Author, Copywriter, Speaker, Marketing Sharpshooter at www.KingOfCopy.com
Title:
Author "How To Make Maximum Money With Minimum Customers," publisher, copywriter, direct-response marketing consultant
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Marketing and Advertising
Work history:
Www.KingOfCopy.com Author, Copywriter, Speaker, Marketing Sharpshootersince Jan 1999Estate Planning & Investment Consultants, Inc. Financial PlannerJul 1994 - Jan 2000
Skills:
Published Author, Marketing Strategy, Copywriting, Publishing, Marketing, Email Marketing, Direct...
Full Profile

Michael Strahm Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service • Financial Manager • Operations Manager

Experience & Education

Position:
Premium Account Executive at Fidelity Investments
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Fidelity Investments Premium Account Executivesince May 2010TD Ameritrade Investment ConsultantJan 2003 - May 2010
Full Profile

Robert Arroyo Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
President at RLA Financial/First Allied Securities, Inc., First Allied Securities, Inc. Member...
Title:
RLA Financial
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
RLA Financial/First Allied Securities, Inc. Presidentsince Jan 2012RLA Financial First Allied Securities, Inc. Member FINRA/SIPC.since Nov 2011
Full Profile

Tisha Tisha Tampa, FL

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Everest University Online
Location:
Tampa/St. Petersburg, Florida Area
Industry:
E-Learning
Full Profile

Renee Jeffries Tampa, FL

Professions & Specialties

Financial Planner • Financial Consultant • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Administrative Officer • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Managers • Non-Profit

Experience & Education

Position:
Assistant Financial Advisor at Financial Advisory Services, Financial Planner Asst. at Financial...
Title:
Financial Planner at Financial Advisory Services of Tampa, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Financial Advisory Services Assistant Financial Advisorsince Jan 2003Financial Advisory Services of Tampa, Inc. Financial Planner Asst.since Sep 1993
Full Profile

Thomas Valena Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Feb 2009Banc of America Investments Financial Advisor / Financial Planner2006 - 2009
Full Profile

Robert Ruth Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Owner at United One Insurance and Liberty Tax Service, Financial Planner at Robert Ruth Financial
Title:
Owner at United One Insurance and Liberty Tax Service
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
United One Insurance and Liberty Tax Service - 1941 West Bay Drive Largo, FL 33770Ownersince Jun 2012Robert Ruth Financial Financial Plannersince Jun 1995
Skills:
Retirement Planning
Full Profile

Todd Sink Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Employee Benefit Specialist at Principal Financial Group
Title:
Retire Secure Employee Benefit Specialist at Principal Financial Group
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Principal Financial Group Sr. Employee Benefit SpecialistThe Vanguard Group Financial Planner2003 - 2007
Full Profile

Jimmy Kalamaras Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Sports Game Coach

Experience & Education

Position:
OWNER at LARMON FURNITURE
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Furniture
Work history:
LARMON FURNITURE OWNERsince 1986PRINICIPAL FINANCIAL GROUP FINANCIAL PLANNER1984 - 1986
Full Profile

Kristy Davis Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Relationship Manager • Sales Support • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Advertising Professional • Advertising Sales Agent • Customer Service • Student Worker

Experience & Education

Position:
Associate Financial Planner at Global Financial Private Capital, LLC
Title:
Financial Planner at Global Financial Private Capital, LLC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Marketing and Advertising
Work history:
Global Financial Private Capital, LLC Associate Financial Plannersince Sep 2010RMC Property Group Tax Lien Investment InternApr 2010 - Jun 2010
Full Profile

Sally Wolfe Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner - LPL Financial at Bay Area Wealth Management, LLC
Title:
LPL Financial Corp. - Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Bay Area Wealth Management, LLC - Tampa, FLFinancial Planner - LPL Financialsince Aug 2012VALIC Financial Advisors, Inc. - Tampa/St. Petersburg, Florida AreaSenior Financial AdvisorJul 2001 - Aug 2012
Full Profile

Divya Patel Tampa, FL

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Higher Education Professional • School Administrator • Educational Manager • Team Member

Experience & Education

Position:
Financial Management Analyst at Citigroup
Title:
Everest University
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Accounting
Work history:
Citigroup - Tampa, FloridaFinancial Management Analystsince May 2013Travelers Inn Motel/Sunset Inn Motel ManagerJan 2008 - Apr 2013
Full Profile

Steve Zerbarini Tampa, FL

Professions & Specialties

Financial Planner • Mortgage Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Division Manager • Chief Executive Officer • Department Supervisor • Manager • Operations Manager • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lic. Real Estate Broker at Zerbarini Realty, Inc, Lic. Mortgage Broker at Zerbarini Mortgage Corp,...
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Zerbarini Realty, Inc Lic. Real Estate Brokersince Apr 2008Zerbarini Mortgage Corp Lic. Mortgage Brokersince Apr 2008
Full Profile

Joel Martin Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Mangrove Financial Group
Title:
Financial Advisor
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Mangrove Financial Group - Mangrove Financial GroupFinancial Plannersince Feb 2005Franklin Templeton Internal Wholesaler2000 - 2005
Full Profile

Lugol Metayer Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Crewman • Call Center Representative • Planner • Security • Team Member • Information Operator • Communications Equipment Operator • Software Developer • Software Developers • Computer Network Professional • Computers Specialist • Computer Specialist • Project Managers • Customer Service

Experience & Education

Work

Company:
Everest university/corinthian colleges
Call center operator/financial planner
Company:
Fsu strozier library media center - Tallahassee, FL
Desktop support tech/multimedia center assistant

Skills

SKILLS and PROFICIENCIES: Experience with softwares such as windows server 2003, 2008, XP, vista, ...
Full Profile

Carlos Rodriguez Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Sr. Vice President & Regional Financial Planner (April 2012 - present) at SunTrust Bank
Title:
Sr. Vice Pres. & Regional Financial Planner at SunTrust Bank, Private Wealth Management
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
SunTrust Bank - Tampa/St. Petersburg, Florida AreaSr. Vice President & Regional Financial Planner (April 2012 - present)since Apr 2012SunTrust Bank - Tampa/St. Petersburg, Florida AreaSr. Vice Pres. & Trust ConsultantSep 2008 - Apr 2012
Certifications:
Wills, Trusts & Estates, Florida Bar
Full Profile

Primo Bushati Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Captain • Operations Manager • Team Member • Chief Networking Officer • Chief Executive • Customer Relations • Market Analyst • Market Research Analyst • Student Worker • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Financial Planner at Bankers Life and Casualty Company
Title:
Student at University of South Florida - College of Business Administration
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Bankers Life and Casualty Company Financial Plannersince May 2012Hyatt Hotels & Resorts Banquet CaptainNov 2010 - Jun 2012
Full Profile

Doug Felton Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Position:
Owner at Sunshine Window Fashions
Title:
Owner, Sunshine Window Fashions
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Retail
Work history:
Sunshine Window Fashions - Valrico, Fl.Ownersince Jun 1989Jordan & Associates Financial PlannerJun 1981 - Aug 1984
Full Profile

Joel Martin Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at jmartinfa.com
Title:
Fincial Advisor
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Jmartinfa.com Financial Plannersince Feb 2005Franklin Templeton SalesJan 2000 - Feb 2005
Full Profile

Ben Heugel Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Client Manager • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Sr. Consultative Client Manager (formerly Great-West Healthcare) at Cigna
Title:
Senior Account Executive at Cigna
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
Cigna - Tampa, FLSr. Consultative Client Manager (formerly Great-West Healthcare)since Feb 1989Pacific Life - Tampa, FLFinancial Planner1985 - 1988
Full Profile

Martin Rainford Tampa, FL

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Consultant • Management Analyst • Analysts • Advisor • Juris Doctor • Hospital Care Professional • Health Professional • Health Practitioner • Corporate Executive • Chief Executive • Of Counsel • Jurist • Legal Counsel • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Planner at Ernst & Young
Title:
Financial Planner
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Ernst & Young - Tampa/St. Petersburg, Florida AreaFinancial Plannersince Oct 2010Independent Insurance Agent Investment Advisory Services and Insurance SalesJan 2007 - Oct 2010
Certifications:
Series 65 Investment Adviser Representative, FINRA
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Zachary Podkomorski Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Package Handler • Deliveryman • Courier

Experience & Education

Position:
Financial Planner at Virginia College Online, Package Handler at FedEx Ground
Title:
Financial Planner at Virginia College
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Higher Education
Work history:
Virginia College Online Financial Plannersince Feb 2010FedEx Ground Package Handlersince Jan 2006
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Richard Teitelbaum Tampa, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Northwestern Mutual
Title:
Financial Representative
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Plannersince 2010
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John Aca Tampa, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Examining Clerk • Claims Examiner • Lawyers

Experience & Education

Position:
Sr.PUBLIC ADJUSTER at FAST CLAIM CONSULTANTS, INC
Location:
Tampa/St. Petersburg, Florida Area
Industry:
Insurance
Work history:
FAST CLAIM CONSULTANTS, INC Sr.PUBLIC ADJUSTERsince 2003AXA Advisors RIAJan 2001 - 2003
Skills:
Accredited Claims Adjuster (ACA), Property Claims Law Specialist (PCLS)
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Financial Management Analysts near Tampa, FL0246810Saint PetersburgClearwaterBrandonRiverviewValricoSeffnerSafety Harbor