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Financial Planners in Grand Rapids, MI

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70 results found

Kathy Sperry Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Planner - Junior Sportswear and Womens Activewear at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail

Chad Soukup Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBachelor of Business AdministrationAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Planner at Plante Moran Financial Advisors
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Plante Moran Financial Advisors Financial Plannersince 2007

Kyle Dressander Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsCashier SupervisorSupplierCashier ClerkCashierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Inventory Control Analyst at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Apparel & Fashion
Work history:
Meijer - Meijer CorporateInventory Control Analystsince Dec 2011Knights Apparel, Inc. Business Category ManagerMay 2009 - May 2012

Melissa Strevel Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial Compliance ExaminerAuditorManagers

Experience & Education

Position:
Black Belt Lean Six Sigma at Meijer, Corporate Merchandise Financial Planner, Black Belt LSS at Meijer
Title:
Corporate Merchandise Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Meijer Black Belt Lean Six Sigmasince Jun 2009Meijer - Greater Grand Rapids, Michigan AreaCorporate Merchandise Financial Planner, Black Belt LSSsince Jan 2006
Skills:
Process Improvement, Six Sigma, Black Belt, Supply Chain, Inventory Control

Trevor Vanderhart Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent WorkerRecognitionNurseNurse PractitionerRecruitmentChief Administrative OfficerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at T.V.H.
Title:
Financial Planning
Location:
Greater Grand Rapids, Michigan Area
Industry:
Higher Education
Work history:
T.V.H. - Greater Grand Rapids, Michigan AreaFinancial Plannersince May 2012Edward Jones - Greater Grand Rapids, Michigan AreaInternAug 2011 - Jul 2012
Skills:
Communication, Success Driven, Idea Generation, Investments, Business-minded, Interpersonal...
Certifications:
Series 7, FINRA
Series 66, NASAA

A Engle Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerPartnerManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerManagement Team ExecutiveCorporate Executive

Experience & Education

Position:
Partner at Argus Financial Consultants
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Argus Financial Consultants Partnersince Nov 2006Riverfront Financial Group ManagerSep 1994 - Nov 2006

Mark Weaver Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentLifeguard

Experience & Education

Position:
Ski shop mgr at cannonsburg ski area
Location:
Greater Grand Rapids, Michigan Area
Industry:
Recreational Facilities and Services
Work history:
Cannonsburg ski area Ski shop mgrsince 1987Ids financial Financial planner1986 - 1987

Matt Hoogerhyde Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Planner at Grand Valley Investment Management LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Grand Valley Investment Management LLC Financial PlannerSteelcase Accounting2000 - 2006

Matthew Hoogerhyde Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Planner at Grand Valley Investment Management LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management

Mark Oostindie Grand Rapids, MI

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystTraderCapital Markets ProfessionalOwnerManagerChief ExecutiveOperations ManagerIndependent ContractorRepresentativeContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperRecruitment

Experience & Education

Position:
Owner at Pathway Financial Design (Self-employed), Financial Representative at Pathway Financial...
Title:
Owner, Pathway Financial Design
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Pathway Financial Design Ownersince Jul 2008Pathway Financial Design LLC Financial Representativesince Jan 2008

Gay London Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Financial Planner

Greg Baxter Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Planner at Meijer, Inc
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer, Inc Financial Planner

Mary Current Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Merchandise Financial Planner at Meijer
Title:
Corporate Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Merchandise Financial Planner

Mike Sparrow Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial planner at lakefront insurance
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Lakefront insurance Financial planner

Lena Abissi Grand Rapids, MI

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManagerOperations ManagerFinancial ManagerCertified Public AccountantAccounting BookkeeperBookkeeperBusiness ManagerPlanner

Experience & Education

Position:
Business Manager at Higher Ground Rock Climbing, Tax Manager/Financial Planner at Culver CPA Group, PC
Title:
Tax Manager at Culver CPA Group, PC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Accounting
Work history:
Higher Ground Rock Climbing Business Managersince 1994Culver CPA Group, PC Tax Manager/Financial Plannersince Jan 1991

Candice Palma Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Position:
Merchandise Financial Planner at Meijer
Title:
Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer - Greater Grand Rapids, Michigan AreaMerchandise Financial Plannersince Aug 2011Meijer - Greater Grand Rapids, Michigan AreaInventory Control AnalystFeb 2008 - Aug 2011

Jim Decenzo Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersContractor

Experience & Education

Position:
Financial Planner at Creative Financial Partners of Michigan
Title:
Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Creative Financial Partners of Michigan - 310 S Center StFinancial Plannersince Jan 2013Regal Financial Group - 310 S Center StFinancial AdvisorMay 2007 - Jan 2013

Amber Demara Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Inventory Control Analyst- Men's Active, Seasonal & Workwear at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Inventory Control Analyst- Men's Active, Seasonal & Workwearsince May 2011Meijer Merchandise Associate- Women's Bottoms, Maternity & CollectionsDec 2009 - May 2011
Skills:
Merchandising, Trend Analysis, Apparel, Visual Merchandising, Fashion, Retail, Styling, Inventory...

Barbara Pietrangelo Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at The Prudential Insurance Company of America
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
The Prudential Insurance Company of America - Greater Grand Rapids, Michigan AreaFinancial Plannersince Jan 1992

Michael Ladd Grand Rapids, MI

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP, Financial Advisor at Raymond James & Associates, Inc.
Title:
Financial Advisor at Raymond James
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Raymond James & Associates, Inc. CFP, Financial Advisorsince Apr 2009Merrill Lynch Financial AdvisorJun 2000 - Apr 2009

Patrick Mulvihill Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOwnerChairpersonOperations ManagerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerAdvisorSki PatrolLifeguard

Experience & Education

Position:
Financial / Investment Advisor at Principal Financial Group, Trainer at National Ski Patrol WMII,...
Title:
Wealth Manager, Financial Planner at Principal Financial Group
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Principal Financial Group - Western MichiganFinancial / Investment Advisorsince Nov 2009National Ski Patrol WMII Trainersince 1996

Kristi Turchan Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEducational Manager

Experience & Education

Position:
Investment Adviser Representative at ING Financial Partners
Title:
Investment Adviser Representative at ING Partners
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
ING Financial Partners Investment Adviser Representativesince Aug 1999Morgan Stanley Dean Witter Financial PlannerOct 1995 - Jun 1999

Kaitlin Gillenwater Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalPlannerAnalystSupporting MemberAnalystsTeam MemberBuyerBuyer and SellerSales RepresentativeSales and Service SpecialistSales AgentCommodities Clerk

Experience & Education

Position:
Merchandise Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Merchandise Plannersince Jul 2013Meijer - greater grand rapids, michigan areaInventory Control AnalystOct 2011 - Jun 2013

Jaycob Willis Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Hantz Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Hantz Financial Financial Plannersince Jan 2006
Skills:
Retirement Strategies & Solutions for individuals

Ron Lovelace Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBuyerCashier SupervisorBuyer and SellerSales RepresentativeCashier ClerkCashier

Experience & Education

Position:
Buyer / Category Manager at Meijer
Title:
Buyer / Category Manager (Grocery)
Location:
Grand Rapids, Michigan
Industry:
Retail
Work history:
Meijer - Greater Grand Rapids, Michigan AreaBuyer / Category Managersince Aug 2010Meijer Merchandise Financial PlannerFeb 2008 - Aug 2010

Roger Novakowski Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccounts ReceivableIndependent Business OwnersAccounting BookkeeperBookkeeperContractorClerical Specialist

Experience & Education

Title:
Accounting Services Professional
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Charter Communications Accounts ReceivableNov 2009 - May 2011Pathway Financial Design Financial PlannerApr 2003 - Dec 2008

Gary Knapp Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial ConsultantStock BrokerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalChairpersonOwnerManagerChief ExecutiveOperations ManagerProject ManagersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner/President at Cornerstone Asset Management, LLC
Title:
President at Cornerstone Asset Management, LLC
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
Cornerstone Asset Management, LLC Owner/Presidentsince Feb 2006Royal Securities Company Financial Consultant/StockbrokerNov 2002 - Jul 2006

Tammie Weeks Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalPlannerAdvertising ProfessionalAdvertising Sales AgentBuyer and SellerSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonCommodities Clerk

Experience & Education

Position:
Lean Six Sigma Black Belt at Meijer
Title:
Lean Six Sigma Black Belt at Meijer Inc
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer - Meijer Inc.Lean Six Sigma Black Beltsince Mar 2010Meijer Merchandise PlannerDec 2007 - Mar 2010

Edward Walker Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentEnterprise ArchitectComputer ConsultantIT ConsultantOwnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerNetwork Architect

Experience & Education

Position:
Enterprise Systems Engineer at Grand Rapids Community College, Owner at Walker Computer Consulting
Title:
Enterprise Systems Engineer at Grand Rapids Community College
Location:
Greater Grand Rapids, Michigan Area
Industry:
Higher Education
Work history:
Grand Rapids Community College Enterprise Systems Engineersince Mar 2003Walker Computer Consulting Ownersince Jun 1990

Guangyong Yang Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBuilderConstruction SpecialistConstruction LaborerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPlannerSurvey Researcher

Experience & Education

Position:
Financial Planner/Insurance Producer/System Builder at World Financial Group/A TransAmerica Company
Title:
Financial Planner, World Financial Group/Transamerica Financial Group Division
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
World Financial Group/A TransAmerica Company - Greater Grand Rapids, Michigan AreaFinancial Planner/Insurance Producer/System Buildersince Oct 2012World Financial Group (WFG) - Nashville, TNInsurance Producer/Financial PlannerDec 2005 - Oct 2012

Mary Current Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlanner

Experience & Education

Position:
Corporate Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer - MeijerCorporate Financial Plannersince Feb 2012Meijer Merchandise Planner - Confection & Commerical Bakery2008 - 2012

Randy Schmidt Grand Rapids, MI

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at ChoiceOne Investment Center
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
ChoiceOne Investment Center Certified Financial Plannersince Jul 1998ChoiceOne Bank Financial Planner1998 - 2011

Marti Ocilka Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlanner

Experience & Education

Position:
Merchandising Planner at Meijer
Title:
Merchandising Financial Planner at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Merchandising Plannersince Jul 1979Meijer Trainer/Developer1996 - 2000

D Goeman Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTrial LawyerLawyers

Experience & Education

Position:
Financial Advisor at Undisclosed
Title:
Attorney: Estate and Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Undisclosed Financial Advisorsince Jul 2008Hackney, Grover, Hoover & Bean, PLC Trial AttorneyJun 2005 - Mar 2008

Heidi Kooienga Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Position:
Senior System Analyst at Magna Donnelly
Location:
Greater Grand Rapids, Michigan Area
Industry:
Automotive
Work history:
Magna Donnelly Senior System AnalystDonnelly Financial Planner1987 - 1998

Thomas Price Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations Manager

Experience & Education

Position:
Director at HANC Wealth Management, Financial Planner at HANC Wealth Management, LLC, Financial...
Title:
Wealth Management Services
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
HANC Wealth Management Directorsince Aug 2009HANC Wealth Management, LLC Financial Plannersince 2009

Shane Thorsen Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Title:
Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services

Keith Gorman Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBuyerBuyer and SellerSales Representative

Experience & Education

Position:
Buyer at Meijer
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Meijer Buyersince Aug 2012Meijer Financial PlannerJan 2008 - Aug 2012

Daniel Goeman Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Title:
Attorney: Estate and Financial Planner
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services

Jeff Coil Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at John Hancock
Title:
Financial Advisor at John Hancock Financial Network
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
John Hancock Financial Plannersince Oct 2008

Heidi Hilton Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Experienced Financial Planner and owner of Thornapple River Financial
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services

Dana Quick Grand Rapids, MI

Professions & Specialties

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

Experience & Education

Title:
Experienced financial planner--
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services

Dana Jackson Grand Rapids, MI

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlannerIndependent ContractorProject ManagerContractorInterior DesignerInterior Design SpecialistData Entry SpecialistData ScientistDesignersModelBuilderConstruction SpecialistConstruction LaborerIndependent Business OwnersProject ManagersNon-ProfitChief ExecutivePsychology Specialist

Experience & Education

Position:
Demand Planner III at Merrell, Wolverine Worldwide,Inc., Interior Designer at Self-Employed
Title:
Demand Planner III at Merrell, Wolverine Worldwide,Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Retail
Work history:
Merrell, Wolverine Worldwide,Inc. Demand Planner IIIsince Nov 2010Self-Employed Interior Designersince Mar 2004
Skills:
Merchandising, Retail, Inventory Management
..in conjunction with a Merchandise Financial Planner

Bill Veldboom Grand Rapids, MI

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Operating OfficerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerBuilderHomebuilderConstruction SpecialistConstruction LaborerMaster of ScienceConstructionCorporate ExecutiveProject ManagersServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Title:
Problem-solver
Location:
Greater Grand Rapids, Michigan Area
Industry:
Executive Office
Work history:
Bosgraaf Homes Inc., Holland MI President - Noblewood Homes, LLC2005 - 2007Bouwkamp Builders Inc., Holland, MI Chief Operating Officer2004 - 2005
Financial Planner

Steve Osterink Grand Rapids, MI

Professions & Specialties

Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPartnerOperations ManagerDirector of OperationsChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAgentSales AgentSales RepresentativeBachelor of Business AdministrationTrust Law AttorneyLawyers

Experience & Education

Position:
Partner at Schipper & Osterink
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Schipper & Osterink Partnersince Dec 2004Schipper & Osterink Operations ManagerJan 2001 - Dec 2004
Skills:
Investment Management, Investment Policy Statement Development, Investment Strategy Presentation,...

Steve Osterink Grand Rapids, MI

Professions & Specialties

Financial ConsultantPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPartnerOperations ManagerDirector of OperationsChief ExecutiveCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAgentSales AgentSales RepresentativeBachelor of Business AdministrationTrust Law AttorneyLawyers

Experience & Education

Position:
Partner at Schipper & Osterink
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Work history:
Schipper & Osterink Partnersince Dec 2004Schipper & Osterink Operations ManagerJan 2001 - Dec 2004
Skills:
Investment Management, Investment Policy Statement Development, Investment Strategy Presentation,...
Certified Financial Planner program

Cheri Stein Grand Rapids, MI

Professions & Specialties

Relationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Title:
Relationship Manager at Plante & Moran
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Financial Planner at Plante Moran Financial Adviso..

Cheri Cpa Grand Rapids, MI

Professions & Specialties

Relationship ManagerAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Title:
Relationship Manager at Plante & Moran
Location:
Greater Grand Rapids, Michigan Area
Industry:
Financial Services
Financial Planner at Plante Moran Financial Adviso..

Chad Griffeth Grand Rapids, MI

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderChairpersonRegional Vice PresidentFounderFounding MemberChief ExecutiveVice PresidentCertified Nurse AideNurseNurse PractitionerFiduciaryAdvocateTrust Law AttorneyLawyersJuristLegal CounselCounselorLeaderSpeakerAdvisorManagersSpokespersonRepresentativePsychology SpecialistAuthoressAuthorSports TrainersDatabase Administration ProfessionalDatabase AdministratorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Co-Founder | President at BeManaged
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Work history:
BeManaged Co-Founder | Presidentsince Feb 2006StraightLine Advisors Regional VPFeb 2003 - Jan 2006
Skills:
401(k) advice, fiduciary best practices, 401(k) advice regulations, 401(k) investment advice and...
Financial Planner at Mass Mutual

Bernard Bowhuis Grand Rapids, MI

Professions & Specialties

Financial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief Executive

Experience & Education

Title:
CEO, Benchmark Financial Design Group, Inc.
Location:
Greater Grand Rapids, Michigan Area
Industry:
Investment Management
Financial Planner at Shield Benefit Administrators..



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