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Financial Planners in Ohio

Financial Planners in Columbus, OH

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122 results found

Ramin Rastin Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Manager • Partner • Vice President • Chief Executive • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Business Intelligence Professional • Leader • Business Consultant • Advisor • Managers • Technical Managers • Planner • Software Developer • Software Developers • Computer Scientists • IT Specialist

Experience & Education

Position:
Regional Vice President - Information Technology, at Time Warner Cable
Location:
Columbus, Ohio Area
Industry:
Telecommunications
Work history:
Time Warner Cable Regional Vice President - Information Technology,since Mar 2009COX Communications VP, Vice President of Information Technology OperationsAug 2001 - Mar 2009
Skills:
CIO, CTO, SVP of IT, Cable TV, International Consulting, Manufacturing, Telecommunications, MSO,...
Full Profile

Mark Grise Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Air Transportation Worker

Experience & Education

Position:
Investment Professional at Nationwide Financial Network
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Nationwide Financial Network Investment Professionalsince Sep 2008Smith Barney Financial PlannerApr 2007 - Sep 2008
Skills:
NASD Series 7 and 66 licensed, Ohio Life and Health Licensed
Full Profile

Jonathon Mckay Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Promoter • Independent Contractor • Team Member • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Business Development at MGO Marketing (Sole Proprietorship)
Title:
VP, MGO Marketing
Location:
Columbus, Ohio
Industry:
Marketing and Advertising
Work history:
MGO Marketing - Grandview, OhioVice President Business Developmentsince Dec 201021st Century Financial Financial PlannerAug 2010 - Jan 2011
Languages:
Italian
Full Profile

Kaye Thompson Columbus, OH

Professions & Specialties

Loan Officer • Financial Planner • Financial Consultant • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • DB Administrator • Database Administration Professional • Database Administrator • Physician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Paralegal • Operations Manager

Experience & Education

Position:
Senior Loan Officer at Tower Mortgage Corporation
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Tower Mortgage Corporation Senior Loan Officersince Dec 2010Innova Financial Group Financial Planner/Advisor2009 - 2010
Skills:
Mortgage Lending, FHA, Loan Origination, Refinance, VA loans, Loans, Mortgage Banking, FHA...
Full Profile

Phyllis Byard Columbus, OH

Professions & Specialties

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

Experience & Education

Title:
Independent Fund-Raising Professional
Location:
Columbus, Ohio Area
Industry:
Fund-Raising
Work history:
Lincoln Financial Advisors Financial Planner1995 - 2000
Full Profile

Chris Reinke Columbus, OH

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 Rider & Reinke Financial Group, LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Rider & Reinke Financial Group, LLC Financial Plannersince Aug 2006
Skills:
Disability Insurance, Personal Financial Planning, Retirement Planning, Portfolio Management, Asset ...
Full Profile

Sebastien Dothey Columbus, OH

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley wealth management - Columbus, OH
Company:
Skylight financial group - Dublin, OH
Financial planner
Full Profile

Eric M O'brien Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Athletes • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Counselor • Independent Contractor • Advisor • Contractor • Agent • Sales Representative • Army Lieutenant Colonel

Experience & Education

Position:
Athlete at Ohio Machine & Kentucky Stickhorses, Group & Individual Financial Services...
Title:
Health Reform Specialist, Mosaic Employee Benefits LLC/ Financial Planner/ Athlete - Ohio Machine & Kentucky Stickhorses
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ohio Machine & Kentucky Stickhorses Athletesince Dec 2011Mosaic Employee Benefits, LLC - 7650 Rivers Edge Drive, Columbus, OH 43235Group & Individual Financial Services Consultantsince Nov 2009
Languages:
Spanish
Full Profile

Christian Rether Columbus, OH

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 Advisor at Edward Jones, Financial Planner at Skylight Financial Group
Title:
Financial Advisor at Edward Jones
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Edward Jones - Columbus, Ohio AreaFinancial Advisorsince Jul 2013Skylight Financial Group Financial Plannersince Aug 2010
Skills:
Retirement, Mutual Funds, Strategic Financial Planning, Fixed Annuities, Portfolio Management,...
Languages:
Spanish
Full Profile

Kennard Brown Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • SEO Specialist • Advertising Professional • Marketing Professional • Web Marketer • Advertising Sales Agent • Income Tax Preparer • Tax Preparer • Tax Accountant • Counselor • Advisor • Marketing Manager

Experience & Education

Position:
Prospect Generation Problem Solver at Kennard L. Brown Co. (Sole Proprietorship)
Location:
Columbus, Ohio Area
Industry:
Marketing and Advertising
Work history:
Kennard L. Brown Co. Prospect Generation Problem Solversince Jan 1991Stewart, Cooper & Coon Candidate Marketing Specialist/Sr. Research ConsultantMar 2006 - Oct 2008
Skills:
SEO Marketing & Consulting, Internet Marketing, Promotional Product Advertising Development,...
Full Profile

Shawn Mathis Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisorsince Aug 2006Morgan Stanley Smith Barney Financial AdvisorAug 2000 - Aug 2006
Skills:
Investments, Mutual Funds, Banking
Full Profile

Dan Wehner Columbus, OH

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:
Advisor at Invest Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Invest Financial Advisorsince Sep 1996Benefit Financial Services V. P.Jan 2008 - Dec 2010
Skills:
Retirement Planning, Fixed Annuities, Insurance, Financial Planners, Mortgage Lending, Life...
Full Profile

Matthew Brandeburg Columbus, OH

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Author • Editor • Guide • Investor • Tour Guide • Doctor of Philosophy • Lead Teacher • Instructor • Pedagogue • Educator • Education Professional • Chairperson • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Author at Financial Planning For Your First Job, Author at Your Guide to the CFP® Certification...
Title:
Author and Certified Financial Planner
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Financial Planning For Your First Job Authorsince Nov 2009Your Guide to the CFP® Certification Exam Authorsince Oct 2009
Full Profile

Ron Dolinger Columbus, OH

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
Columbus, Ohio Area
Industry:
Insurance
Full Profile

Wendy Trout Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Summit Financial Strategies, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Summit Financial Strategies, Inc. Financial Advisorsince Oct 2004Budros, Ruhlin & Roe, Inc. Financial PlannerApr 1995 - Aug 2003
Full Profile

Brad Jones Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Director of Wealth Management / Financial Planner at Andrew Michel & Associates, LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Andrew Michel & Associates, LLC Director of Wealth Management / Financial Plannersince Sep 2001
Skills:
Investments, Retirement Planning, Estate Planning, Risk Management, Financial Planning, Wealth...
Languages:
German
Full Profile

Christian Laver Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Choir Member • Vocalist • Singer • Representative • Advisor • Agent • Sales Agent • Sales Representative • Certified Nurse Practitioner • Nurse Practitioner • Community Service Manager • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Christian Laver & Associates, Registered Rep at Lincoln Financial Advisors, Producer...
Title:
Financial Planner, Owner Christian Laver & Associates
Location:
Columbus, Ohio Area
Industry:
Investment Management
Work history:
Christian Laver & Associates Ownersince Aug 1989Lincoln Financial Advisors Registered Repsince 1989
Skills:
Financial Goals, Estate Planning, Retirement Planning, Investments, Insurance, Retirement, Employee ...
Full Profile

Eric Noel Columbus, OH

Professions & Specialties

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

Experience & Education

Title:
Entrepreneur
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Skylight Financial Group Financial PlannerAug 2010 - Dec 2012Columbus Financial Group Financial PlannerNov 2008 - Jul 2010
Skills:
Retirement Planning, Investments, Financial Planning, Insurance, Retirement, Asset Management, Long ...
Full Profile

Larry Jackson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
President at Integrated Planning Solutions, Inc. Financial Advisor with Transamerica Financial...
Title:
President/Financial Planner at Integrated Planning Solutions, Inc with Transamerica Financial Advisors, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Integrated Planning Solutions, Inc. Financial Advisor with Transamerica Financial Advisors, Inc. - Columbus, Ohio AreaPresidentsince Jan 2004Neighborhood House Advisor2010 - 2011
Full Profile

Christine Coyne-turner Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager

Experience & Education

Position:
Senior Merchandise Financial Planner at Lane Bryant Inc
Location:
Columbus, Ohio Area
Industry:
Retail
Work history:
Lane Bryant Inc Senior Merchandise Financial Plannersince Apr 2001Banc One Investment Advisors Director Investment Performance Measurement and Reporting1994 - 2001
Full Profile

Jeff Gilbert Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner/Partner at PDS Planning, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PDS Planning, Inc. Financial Planner/Partnersince Jan 2007Coleman Financial Services Investment Advisor/Financial PlannerNov 1998 - Dec 2006
Full Profile

Adam Weingartner Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Lincoln Financial Advisors
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Financial Plannersince Jun 2006
Full Profile

Lee Mudd Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Commander • Substitute Teacher • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Major, Commander at US Army, Substitute Teacher at Columbus area schools
Title:
First Command Financial Planner (in Training)
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
US Army - Twinsburg, OHMajor, Commandersince Apr 2013Columbus area schools - Columbus, Ohio AreaSubstitute Teachersince Sep 2011
Languages:
English, German, Spanish, French
Full Profile

Allan Covert Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
Certfied Financial Planner | Chartered Retirement Planning Counselor at UBS Financial Services Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - New Albany, OHFinancial Advisorsince Apr 2008
Full Profile

Christina Povenmire Columbus, OH

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 CMP Financial Planning, Financial Planner at CMP Financial Planning
Title:
Financial Planner at CMP Financial
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
CMP Financial Planning Ownersince 2001CMP Financial Planning Financial Plannersince Jan 1995
Skills:
Retirement Planning, Financial Planning, Estate Planning, Investments, Wealth Management
Full Profile

Darrell Frazier Columbus, OH

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 Frazier Financial Group
Title:
Owner of Frazier Financial Group
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Frazier Financial Group Ownersince Apr 1996Steinhaus Financial Financial Planner1998 - 2002
Full Profile

Darnell Perkins Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Lincoln Financial Advisors
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Financial Plannersince Feb 1991
Full Profile

Davey Harvey Columbus, OH

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 with Guardian of Central Ohio
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Bob Hamilton Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Basketball Coach • Sports Game Coach

Experience & Education

Position:
Financial Planner at PDS Planning, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PDS Planning, Inc. Financial Plannersince Mar 1989Wittenberg and US Naval Academy Basketball Coach1970 - 1980
Full Profile

Diane Wendel Columbus, OH

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
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Jessica Kanoski Columbus, OH

Professions & Specialties

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

Experience & Education

Title:
Associate Financial Planner at Keeler & Nadler Financial Planning and Wealth Management
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Jim Hamilton Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at PDS Planning, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PDS Planning, Inc. Financial Plannersince Apr 1994
Full Profile

Joe Crotty Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
President at Crotty Financial & Insurance Services, LLC (Sole Proprietorship), Owner at Crotty...
Title:
Owner, Crotty Financial & Insurance Servcies, LLC
Location:
Columbus, Ohio Area
Industry:
Insurance
Work history:
Crotty Financial & Insurance Services, LLC Presidentsince May 2005Crotty Financial & Insurance Servcies, LLC Ownersince Jan 1997
Full Profile

Tad Herrington Columbus, OH

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 John E. Sestina and Company
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

William Watson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Watson Financial Services/ING Financial Partners
Title:
Financial Advisor/Planner
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Watson Financial Services/ING Financial Partners - 77 E Wilson Bridge Rd Suite 100 Worthington, OH 43085Financial Advisorsince Apr 2010McCarthy & Cox, Retirement and Estate Specialists, LLC Financial PlannerApr 2009 - 2010
Skills:
Series 7, Retirement Planning, Strategic Financial Planning, Investments
Full Profile

Brad Montgomery Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor Representative at Wealth Management Solutions, LLC
Title:
Investment Advisor Representative
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Wealth Management Solutions, LLC Investment Advisor Representativesince Nov 2005Steinhaus Financial Group (Lincoln Financial Advisors) Financial PlannerSep 1999 - Nov 2005
Skills:
Investments, Investment Advisory, Strategic Financial Planning, Estate Planning, Retirement...
Full Profile

Angela Neumann Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Banker at JP Morgan
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
JP Morgan Bankersince Jul 2010Life & Money Matters, LLC President, Financial PlannerMar 2007 - Jul 2010
Skills:
Investments, Estate Planning, Wealth Management, Wealth Management Services, Retirement Planning,...
Full Profile

Cheryl Lutman Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Employee Placement Specialist • Recruitment • Clerical Specialist

Experience & Education

Position:
Senior Financial Planner at WealthStone
Title:
Senior Financial Planner
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
WealthStone Senior Financial Plannersince Aug 1998Micro Center Front Line ManagerJan 1996 - Jul 1998
Skills:
Retirement Planning, Financial Analysis, Certified Financial Planner, Financial Modeling,...
Full Profile

Cap Clegg Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Member at Wedgewood CC, Member at Vista Community Church, Board Memeber at Leadership Dublin,...
Title:
Financial Planner at Columbus Financial Concepts
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Wedgewood CC Membersince Jul 2012Vista Community Church Membersince Feb 2009
Full Profile

Jamie Rizer Columbus, OH

Professions & Specialties

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

Experience & Education

Title:
Wealth Management Administrator at Budros, Ruhlin & Roe, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Fairfield Investments and Wealth Management, LLC Assistant Financial PlannerJan 2009 - Sep 2011The Ohio State Bar Association Publications InternJan 2009 - Mar 2009
Full Profile

Chay Mba Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative • Counselor • Advisor • Business Administrator • Owner • Chief Executive • Operations Manager • Sales and Service Specialist • Client Service Officer • Sales Agent • Sales Representative • Bachelors in Business Administration • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Work

Company:
212 capital group
Financial planner at 212 capital group/registered rep & iar of new england securities
Company:
Merrill lynch
Global wealth investment management

Skills

Risk Management, Investment Strategies, Asset Management, Financial Planning, Planning, Risk...
Full Profile

Arthur Lewis Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Position:
Account Executive at MyBizLinked.com, Caller at Ohio State Calling, Assistant to a financial...
Title:
Account Executive at MyBizLinked.com
Location:
Columbus, Ohio Area
Industry:
Internet
Work history:
MyBizLinked.com Account Executivesince Oct 2009Ohio State Calling Callersince Oct 2008
Full Profile

Tony Bradstreet Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Project Manager • Survivor • Volunteer • Logistics Supply Chain Professional • Contractor • Reality Show • Non-Profit • Department Manager • Project Managers • Department Supervisor • Manager • Operations Manager • Independent Business Owners • Logistician

Experience & Education

Position:
Project Manager at Self-Employed
Title:
Self-Employed - Project Manager
Location:
Columbus, Ohio Area
Industry:
Logistics and Supply Chain
Work history:
Self-Employed Project Managersince Nov 2005United ParcelService Engineering Department ManagerSep 1985 - Nov 2005
Skills:
Supply Chain, Transportation, Transportation Management, Logistics, Supply Chain Management
Full Profile

Shawn Pirro Columbus, OH

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Master of Business Administration • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Manager Merchandise Planning & Analysis at Big Lots
Title:
Manager, Merchandise Planning & Analysis at Big Lots, MBA, CPA (inactive)
Location:
Columbus, Ohio Area
Industry:
Retail
Work history:
Big Lots Manager Merchandise Planning & Analysissince Jun 2008Chico's Sr. Financial PlannerJun 2006 - Jun 2008
Full Profile

Hans Kronsbein Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Plante Moran Financial Advisors
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Plante Moran Financial Advisors Senior Financial Plannersince Aug 2001
Skills:
Specialties include advanced portfolio construction concepts, manager searches and due diligence,...
Full Profile

Samantha Macchia Columbus, OH

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Chief Operating Officer • Partner • Director of Quality Control • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Compliance Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal / Senior Financial Advisor / Chief Compliance Officer at Summit Financial Strategies, Inc.
Title:
Financial Planner and Advisor, CFP(r), COO, CCO - Partner at Summit Financial Strategies, Inc.
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Summit Financial Strategies, Inc. Principal / Senior Financial Advisor / Chief Compliance Officersince Jul 1996Budros, Ruhlin & Roe, Inc. Financial AdvisorJan 1992 - Jun 1996
Full Profile

John Titus Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner, CFP at Lincoln Financial Advisors
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Financial Planner, CFPsince 1999
Full Profile

Jonathan Hastings Columbus, OH

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Athletes

Experience & Education

Position:
Registered Financial Advisor/Investment Advisor at Registered Financial Planner, Owner at Hastings...
Title:
Financial Planning and Consulting
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Registered Financial Planner Registered Financial Advisor/Investment Advisorsince Aug 2006Hastings Elite Ownersince 2000
Full Profile

Jonathan Hastings Columbus, OH

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Athletes

Experience & Education

Position:
Registered Financial Advisor/Investment Advisor at Registered Financial Planner, Owner at Hastings...
Title:
Financial Planning and Consulting
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Registered Financial Planner Registered Financial Advisor/Investment Advisorsince Aug 2006Hastings Elite Ownersince 2000
Skills:
Coaching
Full Profile

Ryan Mickelson Columbus, OH

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at McCarthy & Cox Retirement & Estate Specialists, LLC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
McCarthy & Cox Retirement & Estate Specialists, LLC Financial Plannersince Sep 2009Ameriprise Financial Services, Inc. Associate Financial Advisor (AFA)Oct 2006 - Sep 2009
Full Profile


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