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Financial Services Professionals in Ponte Vedra, FL

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139 results found

Bill Lisnerski Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Vice President • Chief Executive • Correspondent • Reporter • Servicer • Guide • Tour Guide • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Corporate Executive • General and Operations Manager • Advisor • Services Professional • Sales and Service Specialist • Sales Agent • Juris Doctor • Master of Business Administration • Bachelor of Arts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Executive Vice President Correspondent Lending CMC Funding, Inc, SVP Mortgage Operations at Capital ...
Title:
Executive Vice President Correspondent Lending, CMC Funding, Inc & SVP Mortgage Operations Capital Markets Cooperative
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Capital Markets Cooperative - Ponte Vedra Beach, Florida & Charlotte, NCExecutive Vice President Correspondent Lending CMC Funding, Inc, SVP Mortgage Operationssince Oct 2010IBM Global Services Mortgage Fulfillment Operations Center ExecutiveNov 2007 - Apr 2010
Skills:
Mortgage Banking, Credit Risk, Strategic Planning, Process Engineering, Six Sigma, Computer Vision, ...
Full Profile

Patrick Snyder Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Account Manager • Consumer Goods Professional • Agent • Commodities Clerk • Sales Representative • Director • Manager • Chairperson • Operations Manager • Chief Executive • Brand Representative • Services Professional • Sales and Service Specialist • Sales Agent • Sales Manager • Marketing Manager • Area Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
National Account Manager at Ferrero USA, Inc.
Title:
Sales & Marketing Professional
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
Ferrero USA, Inc. National Account Managersince May 2010Stella D'oro Director of SalesDec 2007 - Apr 2010
Skills:
Private Label, Pricing, Strategic Thinking, Account Management, Negotiation, Trade Marketing,...
Languages:
Greek
Full Profile

Judy Cambron Ponte Vedra, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative

Experience & Education

Position:
Financial Services Professional at Preferred Business Choice, LLC
Title:
Preferred Business Choice, LLC
Location:
Ponte Vedra Beach, Florida
Industry:
Insurance
Work history:
Preferred Business Choice, LLC Financial Services Professionalsince Sep 2010Advanced Insurance Underwriters - 151 Sawgrass Corners, Suite 103, Ponte Vedra Beach, FL 32082AgentJul 2011 - Nov 2011
Full Profile

Jason Griggs Ponte Vedra, FL

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Guide • Tour Guide • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Owner • Chief Executive Officer • Chief Executive • Corporate Executive • Human Resources Specialist • Recruitment • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Planner at Montoya Financial Strategies, Employee Benefit Advisor at Montoya Benefits Group
Title:
Financial Planner and Employee Benefit Advisor at Montoya and Associates
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Montoya Financial Strategies - Ponte Vedra BeachFinancial Plannersince Feb 2010Montoya Benefits Group - Ponte Vedra Beach, FLEmployee Benefit Advisorsince Jan 2010
Full Profile

Mark Duffy Ponte Vedra, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Partner • Managing Partner • Founder • Corporate Executive • Chief Executive • Founding Member • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • General and Operations Manager • Director of Operations • Operations Manager • Sales Manager • Analysts • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
CEO/Managing Partner/Founder at Identity Recovery Solutions, LLC
Title:
Identity Recovery Solutions, LLC
Location:
Ponte Vedra Beach, Florida
Industry:
Security and Investigations
Work history:
Identity Recovery Solutions, LLC - Jacksonville, FLCEO/Managing Partner/Foundersince Sep 2012Financial Design Associates/Mass Mutual Financial Services ProfessionalSep 2009 - Oct 2011
Full Profile

Kevin Kennedy Jacksonville, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Operations Manager • Chief Executive • Consumer Goods Professional • Commodities Clerk • Sales Agent • Sales Representative • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Team Member • Analyst • Analysts • Property Manager • Real Estate Manager

Experience & Education

Position:
Corporate Strategy Manager at Acosta Sales & Marketing
Location:
Saint Johns, Florida
Industry:
Consumer Goods
Work history:
Acosta Sales & Marketing - Jacksonville, Florida AreaCorporate Strategy Managersince Feb 2013Levco Group, Ltd. - Ponte Vedra Beach, FLVice President of AcquisitionsApr 2010 - Jan 2013
Skills:
Mergers, Venture Capital, LBO, Restructuring, Private Equity, Corporate Finance, Due Diligence,...
Full Profile

Heidi Zawacki Ponte Vedra, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Business Administrator • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Services Director at Money Concepts Wealth Management
Location:
Ponte Vedra Beach, Florida
Industry:
Banking
Work history:
Money Concepts Wealth Management - Jacksonville Beach, FloridaClient Services Directorsince Jun 2012First Citizens Bank - Ponte Vedra Beach, FLFinancial Services RepresentativeMay 2007 - Jun 2012
Full Profile

Chris Sivley Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
Branch Complex Manager - Financial Advisor at BB&T Scott & Stringfellow
Title:
Branch Complex Manager - Managing Director at BB&T Scott & Stringfellow
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
BB&T Scott & Stringfellow - Ponte Vedra BeachBranch Complex Manager - Financial Advisorsince Dec 2012Wells Fargo Advisors, LLC Managing Director - Investments, Financial Advisor2001 - Dec 2012
Skills:
Investments, Portfolio Management, Insurance, Series 7, Asset Allocation, Wealth Management, Series ...
Full Profile

Kyle Orth Ponte Vedra, FL

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Security Manager • Operations Manager • Business Manager • Business Administrator • Managers • Master of Science • Bachelor of Science

Experience & Education

Work

Company:
U.s. peace corps
Health and development africa/woz'obona-sekhukhune education program
Company:
U.s. peace corps
Financial adviser
Full Profile

Carrie Budds Jacksonville, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Leader • Operations Manager • Construction • Managers • Chief Executive • Marketing Manager • Bachelor of Arts • Recruitment • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Home Mortgage Consultant at Wells Fargo at NMLSR ID 986463
Title:
NMLSR ID 986463 at Home Mortgage Consultant at Wells Fargo
Location:
Jacksonville, Florida Area
Industry:
Financial Services
Work history:
NMLSR ID 986463 - Fernandina Beach, FLHome Mortgage Consultant at Wells Fargosince Oct 2012Target - Yulee, FloridaStore Team LeaderApr 2010 - Oct 2012
Skills:
Retail, Customer Service, Team Building, Employee Relations, Leadership, Recruiting, Sales,...
Full Profile

Joseph Zwick Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Sales Executive • Counselor • Advisor • Summer Associate • Paralegal • Sales Manager • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Associate at Coldwell Banker Vanguard Realty, Inc., Student Prosecutor at Rockdale County...
Title:
Selling real estate
Location:
Ponte Vedra Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Vanguard Realty, Inc. Sales Associatesince May 2013Rockdale County District Attorney's Office Student Prosecutorsince Sep 2012
Full Profile

Robert Hodgson Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
One call care management - Jacksonville, FL
Senior financial analyst
Company:
Independent contractor - Jacksonville, FL
Health care financial consultant

Skills

Healthcare
Access
Excel
Word
SQL
Powerpoint
Project...
Full Profile

Jamie Seim Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC - www.jseim.wfadv.com
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - www.jseim.wfadv.com - Ponte Vedra Beach, FLFinancial Advisorsince Jun 2010Ocean Club/The Atlantic - Jacksonville Beach, FLGeneral ManagerOct 2007 - Jun 2010
Full Profile

Huey L'herault Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
--
Location:
United States
Work history:
Wells Fargo Advisors - Ponte Vedra Beach, FLFinancial Advisorsince 1989Welcome Wagon Community Marketing Executive2006 - 2011
Full Profile

Shae Linehan Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Sales Representative • Sales Agent • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Edward jones
Company:
Edward jones
Financial advisor
Full Profile

Jessica Evans Jacksonville, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Construction • Philanthrope • Supporting Member • Non-Profit • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President Business Banking at Regions Bank
Location:
Jacksonville, Florida Area
Industry:
Banking
Work history:
Regions Bank Vice President Business Bankingsince Aug 2005SunTrust Bank Financial Services AssociateJan 2002 - Aug 2005
Full Profile

Jamie Shreeves Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Marketing Administrator • Business Administrator • Area Manager • Managers • Master of Business Administration • Bachelor of Science • Corporate Executive • Chief Executive • Region Manager • Marketing Manager

Experience & Education

Work

Company:
Randstad
Account manager
Company:
Wells fargo - Jacksonville, FL
Financial advisor
Full Profile

Jeff Tidwell Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager • Advisor

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Title:
Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Ponte Vedra Beach, FloridaVice President - Investment Officersince Feb 2009Merrill Lynch - Ponte Vedra Beach, FLAssistant Vice PresidentJun 2002 - Feb 2009
Certifications:
Series 7, 5 Self Regulatory Organizations
Series 65 Registered Investment Adviser, 5 SRO's
Full Profile

David Zilkowski Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Corporate Executive • Chief Executive • Bachelor of Science

Experience & Education

Work

Company:
D2 capital management
Financial advisor
Company:
Selectquote insurance
Insurance agent
Full Profile

Mark Sterritt Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Coordinator • Underwriting Manager • Insurance Professional • Underwriter

Experience & Education

Work

Company:
New england securities corporation
Financial advisor
Company:
Planmember securities corporation - Ponte Vedra Beach, FL
Financial advisor
Full Profile

Simone Bryan Ponte Vedra, FL

Professions & Specialties

Financial Planner • Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Personal Secretary • Independent Contractor • Contractor • Certified Public Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Paralegal • Litigation Support Specialist • Secretary

Experience & Education

Position:
Self-employed at Simone Bryan
Title:
Personal Assistant and Professional Organizer
Location:
Ponte Vedra Beach, Florida
Industry:
Legal Services
Work history:
Simone Bryan Self-employedsince Sep 2001Rogers Towers ParalegalJan 1991 - Sep 2001
Full Profile

Dan Abel Ponte Vedra, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Chartered Retirement Planning Counselor (CRPC) at Merrill Lynch
Title:
Senior Financial Advisor, CRPC at Merrill Lynch
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch - Ponte Vedra Beach, FLSenior Financial Advisor, Chartered Retirement Planning Counselor (CRPC)since Jul 2006Leon County Republican Executive Committee - Tallahassee, FLChairmanDec 2004 - Dec 2010
Skills:
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investments, Mutual Funds,...
Full Profile

Sophie Bouquot Ponte Vedra, FL

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Representative

Experience & Education

Work

Company:
Banque populaire rives de paris - Paris (75)
Sales manager- staff of 4
Company:
Credit agricole ile de france - Paris (75)
Bank teller

Skills

Native French Speaker
Full Profile

Angus Stephens Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
New england financial
Financial advisor
Company:
Wells fargo advisors - Houston, TX
Full Profile

Jon Staples Jacksonville, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Leader • Advisor • Managers • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Network Administrator

Experience & Education

Title:
Mortgage Banker at CHASE
Location:
Jacksonville, Florida Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - Ponte Vedra Beach FLHome Mortgage ConsultantMar 2010 - May 2013SunTrust Mortgage Mortgage Loan ConsultantJun 2004 - Mar 2010
Full Profile

Carol Bowe Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Work

Company:
Camarda wealth advisors
Financial advisor
Full Profile

David Huffman Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Marketing Manager • Master of Science • Field Marketing Specialist • Marketing Administrator • Athletes

Experience & Education

Position:
Vice President-Wealth Management, Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor, Vice President-Wealth Management at Morgan Stanley
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Ponte Vedra Beach, Florida 32082Vice President-Wealth Management, Financial Advisorsince Aug 2007Morgan Stanley Smith Barney - Jacksonville, FloridaBranch Manager-Vice PresidentNov 2009 - Jul 2011
Full Profile

Lonnie Brooks Ponte Vedra, FL

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 • Director • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Financial Planner at Financial Design Associates
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Financial Design Associates Financial Plannersince Jan 2003Spectrum Strategies Director of Financial PlanningNov 1993 - Dec 2003
Full Profile

Barton Nally Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Founder • Owner • Executive Vice President • Board Director • Founding Member • Chief Executive • Vice President • Board Member • Management Team Executive • Operations Manager • Correspondent • Reporter • Agent • Sales Representative • DB Administrator • Database Administration Professional • Database Administrator • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Mortgage Expert: Corporate Founder, Owner, Wholesale, Correspondent, Broker at MORTGAGE BANKER...
Title:
MORTGAGE BANKER since 1988
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
MORTGAGE BANKER since 1988 - Florida since 2011 / Ky previous since 1988Mortgage Expert: Corporate Founder, Owner, Wholesale, Correspondent, Brokersince Sep 1988
Skills:
Photoshop, HTML, Photography, Public Relations, Social Media, Mortgage Lending, Loan Origination, HUD
Full Profile

Patrick Macabasco Jacksonville, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Model • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Psychology Specialist

Experience & Education

Position:
Vice President - Private Banker at Wells Fargo
Location:
Jacksonville, Florida Area
Industry:
Banking
Work history:
Wells Fargo - Jacksonville, Florida AreaVice President - Private Bankersince Jan 2011Wells Fargo Bank - Ponte Vedra Beach, FLRegional Bank Private Banker - AVPJan 2011 - May 2013
Licensed Financial Specialist at Wachovia
Full Profile

Olinka Walsh Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Associate of Arts • Associate in Applied Science • Surgical Specialist • Graphic Designer

Experience & Education

Position:
Admin Assistant at Coldwell Banker Vanguard Realty, Inc.
Title:
.
Location:
Ponte Vedra Beach, Florida
Industry:
Education Management
Work history:
Coldwell Banker Vanguard Realty, Inc. Admin Assistantsince May 2013North Florida Oral & Facial Surgery - ponte vedra beachPatient CoordinatorMay 2012 - Jan 2013
Full Profile

Edward Romanowsky Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Visionary • Planner • Vice President • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Visionary Private Wealth Management Group
Title:
Financial Advisor at Visionary Private Wealth Management Group 904-673-9270
Location:
Ponte Vedra Beach, Florida
Industry:
Investment Management
Work history:
Visionary Private Wealth Management Group - 822 A1A N. Ponte Vedra Beach, FL 32082Financial Advisorsince Jul 2013Charles Schwab - JacksonvilleVP - Financial ConsultantJul 2011 - Jul 2013
Full Profile

Julia Atkins Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service

Experience & Education

Position:
CSR/Customer Svc Rep - scheduling at Shands Jacksonville
Title:
Admininstrative Assistant/Client Account Associate
Location:
Ponte Vedra Beach, Florida
Industry:
Hospital & Health Care
Work history:
Shands Jacksonville CSR/Customer Svc Rep - schedulingBrower Financial Group, Inc. Client Account AssociateNov 2010 - May 2011
Full Profile

Kenneth Shukin Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Manager • Accounts Receivable • Compliance Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
National Account Manager at Comag Marketing Group, Wholesale Compliance Manager at Comag Marketing...
Title:
National Account Manager at Comag Marketing Group
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
Comag Marketing Group - Southeastern United StatesNational Account Managersince May 2009Comag Marketing Group Wholesale Compliance Managersince Jan 2004
Full Profile

Jack Morey Ponte Vedra, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, First Vice President at SunTrust Investment Services
Title:
Financial Advisor, The Morey-Carnley Group, SunTrust Investment Services, Inc.
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
SunTrust Investment Services - 100 Sawgrass Corners Dr., Ponte Vedra Beach, FL 32082Financial Advisor, First Vice Presidentsince Jan 1996
Certifications:
CLU®, ChFC®, CFP®
Full Profile

Heather Alves Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Entertainment Professional • Entertainer • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director of Licensing at IMG
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
IMG - Ponte Vedra Beach, FlDirector of Licensingsince Jul 2011
Full Profile

Debra Jones Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Mortgage Banker at Wells Fargo Home Mortgage
Title:
Private Mortgage Banker (NMLSR ID: 455593) at Wells Fargo Home Mortgage
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Jacksonville, Florida AreaPrivate Mortgage Bankersince Jan 1978
Full Profile

Terry Wilson Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk • Director • Operations Manager

Experience & Education

Title:
Consultant at Alouette Cheese LLC
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
Alouette Cheese LLC - Fairfield N.J.ConsultantNov 2012 - Jun 2013Kraft Foods Director of Sales Strategy (Snacks & Confections B/U)Apr 2007 - Oct 2012
Full Profile

Bob Hersh Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
President at Robert L Hersh LTD
Title:
Executive Sales
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
Robert L Hersh LTD Presidentsince Jan 2011UMA Bruno magliMay 1991 - Mar 2001
Skills:
married my wife jane, New Business Development, Retail, Sales Management, Product Development,...
Full Profile

Francis Bagby Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Accountant • Account Manager • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Chief Information Officer • Chairperson • Vice President • Director • Chief Executive • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Training Manager • Managers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Professional
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch - Ponte Vedra, FloridaFinancial Advisorsince Oct 2011
Full Profile

Jacquelyn Bates Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Realtor at Coldwell Banker Vanguard Realty, Inc.
Title:
Realtor at Coldwell Banker Vanguard Realty
Location:
Ponte Vedra Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Vanguard Realty, Inc. - Ponte Vedra Beach, FloridaRealtorsince Jan 1984
Full Profile

Jim Hulihan Ponte Vedra, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Counselor • Advisor

Experience & Education

Position:
Managing Partner at Ponte Vedra Advisors, LLC
Title:
Independent Financial Services Professional
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Ponte Vedra Advisors, LLC - Ponte Vedra, FloridaManaging Partnersince 2011Consultancy Principal2005 - 2010
Full Profile

Renee Millsaps Jacksonville, FL

Professions & Specialties

Senior Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Territory Account Manager • Client Service Officer • Construction • Area Manager • Managers • Underwriter • Bachelor of Science • Customer Service

Experience & Education

Position:
Senior Broker at Bliss & Glennon, Inc.
Location:
Jacksonville, Florida Area
Industry:
Insurance
Work history:
Bliss & Glennon, Inc. - Jacksonville, Florida AreaSenior Brokersince Jun 2012Hull & Company - Jacksonville, FLProperty BrokerJan 2005 - Jun 2012
Full Profile

Dexter Gipson Ponte Vedra, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Operations Manager • Director of Operations • Region Manager • Shop Manager • Area Manager • Managers

Experience & Education

Position:
Market Unit Vending/Wholesale Lead at Coca-Cola Refreshments
Title:
Market Unit Lead On Premise at Coca-Cola Refreshments
Location:
Ponte Vedra, Florida
Industry:
Consumer Goods
Work history:
Coca-Cola Refreshments - North FloridaMarket Unit Vending/Wholesale Leadsince Jan 2011Coca-Cola Enterprises Inc Market Unit Cold Drink Operations ManagerDec 2008 - Dec 2010
Full Profile

Betsy Miller Ponte Vedra, FL

Professions & Specialties

Financial Services Professional • Trader • Capital Markets Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Advisor • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Independent Consultant at Arbonne International
Title:
Independent Consultant at Arbonne International ID#13674281
Location:
Ponte Vedra Beach, Florida
Industry:
Consumer Goods
Work history:
Arbonne International Independent Consultantsince May 2013New York Life Insurance Company Financial Services Professional2010 - Aug 2011
Skills:
Skin Care, Nutrition, Supplements, Health, Wellness, Network Marketing
Full Profile

Derrick Levy Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Underwriter • Team Leader • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Mortgage Banker, NMLSR ID 518606 at Wells Fargo Home Mortgage
Title:
Private Mortgage Banker (NMLSR ID 518606), Wells Fargo Home Mortgage
Location:
Ponte Vedra Beach, Florida
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage - Ponte Vedra BeachPrivate Mortgage Banker, NMLSR ID 518606since Mar 2012
Full Profile

Scott Griffith Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Chairperson • Chief Executive • Supporting Member • Team Member • Operations Manager • Sales Representative • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Work

Company:
H.e.r.o. for children
Corporate sponsors chair
Company:
Morgan stanley smith barney - Jacksonville, FL
Financial advisor associate

Skills

Strategy, Business Development, Strategic Planning, Public Speaking, Sales, Team Building,...
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Joshua Payne Ponte Vedra, FL

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Supervisor • Managers • Office Clerk • Clerical Specialist • Analysts • Psychology Specialist

Experience & Education

Work

Company:
Bank of america/merrill lynch
Team lead/supervisor
Company:
Scottrade
Branch stock broker
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Paul Howard Ponte Vedra, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Underwriter • Counselor • Advisor

Experience & Education

Work

Company:
Homeward residential - Jacksonville, FL
Mortgage loan underwriter
Company:
Option one mortgage corp - Jacksonville, FL
Senior loan consultant - home retention/liquidation unit
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Douglas Inghram Ponte Vedra, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Examiner • Police • Inspector

Experience & Education

Work

Company:
Perform polygraph examinations for police, fire departments, attorneys
Private polygraph examiner
Company:
Perform polygraph examinations for police, fire departments, attorneys
Financial advisor
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Financial Services Professionals near Ponte Vedra, FL01,3972,7944,1915,5886,985JacksonvilleSaint AugustineOrange ParkPalm CoastMiddleburgPalatkaYuleeGreen Cove SpringsKingslandSaint Marys