Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in North Carolina

Financial Services Professionals in Raleigh, NC

Find a professional & check records

Here is a complete list of nearly all experienced Financial Services Professionals in Raleigh, NC.

The Trustoria Service Professional Directory gives people all the professional records needed to find the right service provider for any need.

Be sure to research other regions near you to find the professional histories of more service providers.

250 results found

Seth Ratchford Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Representative • Business Administrator • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Specialist • Research Scientist • Operations Manager

Experience & Education

Position:
Financial Representative at Fidelity Investments
Title:
Financial Rep at Fidelity Investments
Location:
Raleigh-Durham, North Carolina Area
Industry:
Capital Markets
Work history:
Fidelity Investments - Durham, NCFinancial Representativesince Mar 2012Edward Jones - Raleigh-Durham, North Carolina AreaFinancial AdvisorMar 2011 - Nov 2011
Full Profile

Ellen Kelly Raleigh, NC

Professions & Specialties

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

Experience & Education

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

Keith Wilson Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Advisor • Operations Research Analyst • Operations Associate • Model • Operations Manager • Tour Guide • Chief Executive • Controller • Logistician • Construction Manager

Experience & Education

Position:
Realtor/ Broker at Coldwell Banker Howard Perry Walston
Title:
Realtor/ Broker at Coldwell Banker, Howard Perry and Walston
Location:
Raleigh-Durham, North Carolina Area
Industry:
Real Estate
Work history:
Coldwell Banker Howard Perry Walston - Raleigh-Durham, North Carolina AreaRealtor/ Brokersince Nov 2011Asst Secretary Army (Finance and Comptroller) - Pentagon, Washington, DC.Operations Research AnalystSep 2009 - Sep 2010
Full Profile

Stewart Dunaway Raleigh, NC

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Capital Markets
Full Profile

Alyssa Mcfadden Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Consumer Goods Professional • Account Service Manager • Regional Sales Consultant • Sales Representative • Commodities Clerk • Client Service Officer • Coordinator • Managers • Sales Manager • Sales Director • Customer Service • Buyer and Seller • Textile Worker

Experience & Education

Position:
Regional Sales Manager at Bodum
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Bodum - Raleigh-Durham, North Carolina AreaRegional Sales Managersince Jun 2011Bodum - Greater New York City AreaSales and Service CoordinatorMar 2010 - Jun 2011
Skills:
Merchandising, Inventory Management, Retail, Sales, Fashion, Microsoft Excel, Marketing,...
Full Profile

Ryan Kelly Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Sep 2001
Full Profile

Kenneth Jones Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Consumer Goods Professional • Commodities Clerk • Guide • Business Administrator • Area Manager • Tour Guide • Agent • Retail Salesperson • Sales Representative • Managing Broker • Marketing Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Retail Supervisor Del Monte DRT Team at Advantage Sales and Marketing
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Advantage Sales and Marketing Retail Supervisor Del Monte DRT Teamsince Mar 2012Advantage Sales & Marketing Retail SupervisorJun 2011 - Mar 2012
Skills:
Sales Management
Full Profile

Nina Lloyd Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Security • Customer Service • Client Service Officer • Relationship Manager • Account Service Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Important Disclosures at Opus Financial Advisors, Inc.
Title:
Financial Advisor at Opus Financial Advisors
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Opus Financial Advisors, Inc. Important Disclosuressince May 2012Wells Fargo Principal Business Banking Relationship Manager, VPJun 2005 - May 2012
Skills:
Wealth Management, Investments, Cash Management, Retirement Planning, Strategic Financial Planning, ...
Full Profile

Marc Cram Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Owner • Department Supervisor • Chief Executive • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Recruiter at Freedom Equity Group, Owner at Thrive Retirement Planning, Owner,...
Location:
Raleigh-Durham, North Carolina Area
Industry:
Insurance
Work history:
Freedom Equity Group - Durham, North CarolinaFinancial Advisor, Recruitersince Apr 2013Thrive Retirement Planning - Durham, North CarolinaOwnersince Jan 2013
Skills:
Computer Repair, Video Production, Photography, Coaching, Team Building, Public Speaking, Customer...
Full Profile

Natasha Foster Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Accounts Payable • Accounts Payable Specialist • Model • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Student Worker • Bachelor of Science • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Sr. Financial Analyst, Corporate Treasury at Quintiles Transnational
Title:
Sr. Financial Analyst, Treasury at Quintiles
Location:
Raleigh-Durham, North Carolina Area
Industry:
Pharmaceuticals
Work history:
Quintiles Transnational Sr. Financial Analyst, Corporate Treasurysince Apr 2007West Brother's Transportation Services Inc. Sr. Accountant, Vaco Financial ConsultantNov 2006 - Mar 2007
Certifications:
Certified Treasury Professional, Association for Financial Professionals
Full Profile

Joseph Townsend Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Region Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Master of Science • Area Manager • Managers • Sales Manager • Corporate Executive • Chief Executive • Regional Sales Consultant • Sales Representative • Bartender

Experience & Education

Position:
Director, National Accounts Off Premise - Eastern Division at Winebow, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Winebow, Inc. - Cary, NCDirector, National Accounts Off Premise - Eastern Divisionsince Jun 2012Treasury Wine Estates Regional Director VA/NC/TN/MS/WVJun 2010 - Sep 2012
Skills:
Wine, Beverage Industry, Key Account Development, Beer, Alcoholic Beverages, Wine Tasting, National ...
Full Profile

Jennifer Chun Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Lawyers • Legal Counsel • Law Specialist • Advisor • Representative • Director • Operations Manager • Organization Management • Analysts • Property Manager • Real Estate Manager

Experience & Education

Position:
Immigration lawyer at Jennifer Chun, PLLC, Commercial Investment advisor at Coldwell Banker...
Title:
Board Certified Immigration Specialist Lawyer at Jennifer Chun, PLLC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Law Practice
Work history:
Jennifer Chun, PLLC Immigration lawyersince May 1995Coldwell Banker Commercial Commercial Investment advisorsince Jan 2005
Languages:
English, Korean
Full Profile

Michael Bowler Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Consumer Goods Professional • Commodities Clerk • Account Manager

Experience & Education

Position:
Dealer Sales Representative at Simpson Strong-Tie
Title:
Fastener Specialist at Simpson Strong-Tie
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Simpson Strong-Tie Dealer Sales Representativesince 2010Eagle Rock Distributing Company - Atlanta, GAAccount ManagerMay 2009 - Sep 2009
Languages:
Spanish
Full Profile

Karen Lugo Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Crewman • Team Member • Area Manager • Managers • Consumer Goods Professional • Territory Account Manager • Commodities Clerk • Sales Representative • Retail Salesperson • Chairperson • Operations Manager • Sales Manager • Chief Executive • Captain • Psychology Specialist

Experience & Education

Position:
Crew Member at Trader Joe's
Title:
Trader Joe's
Location:
Raleigh, North Carolina
Industry:
Consumer Goods
Work history:
Trader Joe's Crew Membersince May 2013Imagewear - Raleigh-Durham, North Carolina AreaTerritory ManagerNov 2011 - Dec 2012
Full Profile

Allan Caplan Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chairperson • Chief Executive • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Founding Member • Bachelor of Science • Entertainer • Market Research Analyst • Advisor

Experience & Education

Position:
Chief Marketing Officer at NFCData, President at Caplan Consulting LLC
Title:
MARKETING/SALES GURU
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
NFCData - Raleigh-Durham, North Carolina AreaChief Marketing Officersince Apr 2012Caplan Consulting LLC Presidentsince May 2009
Skills:
Entertainment, Marketing, Sales, Brand Management, Social Media Marketing, New Media, Content...
Full Profile

Shawn Densmore Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Community Director, Council 2546 at Knights of Columbus, Realtor - Broker at Coldwell Banker HPW,...
Title:
Realtor-Broker at Coldwell Banker HPW
Location:
Raleigh-Durham, North Carolina Area
Industry:
Real Estate
Work history:
Knights of Columbus Community Director, Council 2546since Aug 2008Coldwell Banker HPW Realtor - Brokersince Aug 2006
Full Profile

Amanda Steinhardt Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Manager • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Marketing Manager • Data Analyst • IT Manager • Data Entry Specialist • Data Scientist • Master of Business Administration • Bachelor of Science • Advertising Professional • Internet Marketing Manager • Web Marketer • Advertising Sales Agent • Analysts

Experience & Education

Position:
CRM Strategist at Capstrat
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Capstrat - Raleigh, NCCRM Strategistsince Nov 2012Burt's Bees - Durham, NCCRM ManagerDec 2010 - Nov 2012
Skills:
Email Marketing, Database Marketing, Direct Marketing, Digital Marketing, E-commerce, Integrated...
Full Profile

Jeff Solomon Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Financial Advisor at Avison Young Commercial Real Estate
Title:
Commercial Real Estate Broker
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Avison Young Commercial Real Estate - Raleigh-Durham, North Carolina AreaFinancial Advisorsince Oct 2011The Business Journals InternMar 2011 - Sep 2011
Full Profile

Brian Clarke Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Evangelist • Preacher • Religious Worker • Chief Accountant • Account Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper • Sales Manager • Data Scientist

Experience & Education

Position:
Financial Evangelist (Chief Accountant) at ABC Management, Inc
Title:
at ABC Management, Inc
Location:
Raleigh-Durham, North Carolina Area
Industry:
Accounting
Work history:
ABC Management, Inc - Research Triangle Region & All StatesFinancial Evangelist (Chief Accountant)since Feb 2006North State Bank VP & Senior Commercial BankerNov 2004 - Jan 2006
Skills:
Banking, Accounting, Tax Preparation, Credit, Mergers, Negotiation, Loans, Small Business, Team...
Full Profile

Radu Miclaus Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Commercial Banker at BB&T
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
BB&T Commercial Banker
Full Profile

Pellicani Jeffrey Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Relationship Banker at RBC
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
RBC Sr. Relationship Banker
Full Profile

Roberto Montero Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
SENIOR RELATIONSHIP BANKER at RBC Bank
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
RBC Bank SENIOR RELATIONSHIP BANKER
Full Profile

Donald Swinson Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Fidelity bank
Business banker
Full Profile

Carmichael Jones Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Quality Assurance Professional • Inspector • Software Tester • Computer Specialist • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
QA Inspector at Burt's Bees, Part Sales Manager at AutoZone
Title:
Part Sales Manager at AutoZone
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Burt's Bees - Morrisville, NCQA Inspectorsince Feb 2011AutoZone - Burlington, NCPart Sales Managersince May 2005
Full Profile

Ben Graff Raleigh, NC

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Bachelor of Science • Business Administrator

Experience & Education

Position:
Certified Financial Planner™ Professional at Ameriprise Financial
Title:
CFP®, APMA℠ and Financial Advisor at Ameriprise Financial
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner™ Professionalsince 2007State Employees' Credit Union - Chapel Hill, NCFinancial Services OfficerApr 2004 - Apr 2007
Skills:
Saving for Education, Retirement Planning, Employee Stock Options, Estate Planning, Investments,...
Certifications:
CERTIFIED FINANCIAL PLANNER™ professional
Accredited Portfolio Management Advisor℠
Full Profile

Raaj Gupta Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Marketing Manager • Operations Manager • Field Marketing Specialist • Marketing Administrator • Sales Representative

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
TD Ameritrade - Cary, North CarolinaInvestment Consultantsince Jan 2009PNC Investments Senior Financial ConsultantMay 2008 - Aug 2008
Full Profile

Chris Intemann Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Community Banker at Crescent State Bank
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
Crescent State Bank Senior Community Banker
Full Profile

Jeff Wray Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Commercial Banker at First South Bank
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Work history:
First South Bank Commercial Banker
Full Profile

Scott Jones Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Vice President of Sales • Vice President • Chief Executive • Board Member • Sales Manager • Department Supervisor • Manager • Operations Manager • General and Operations Manager • Director of Operations • Corporate Executive • Financial Officer • Financial Manager • Management Team Executive • Managers • Recruitment

Experience & Education

Position:
Chief Customer Officer at The Brand Passport Inc
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
The Brand Passport Inc - New York, NYChief Customer Officersince Feb 2011Cody Kramer Imports, LLC. Vice President of SalesNov 2009 - Jan 2011
Full Profile

Stan Pigue Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Raleigh-Durham, North Carolina Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Jun 2007
Full Profile

Isaac Buck Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Student Worker

Experience & Education

Title:
Personal Banker at Bank of America
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Full Profile

Mary Beth Parker Raleigh, NC

Professions & Specialties

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

Experience & Education

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

Angie Novak Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Personal Banker at Wachovia, A Wells Fargo Company
Location:
Raleigh-Durham, North Carolina Area
Industry:
Banking
Full Profile

Elaine Gouldin Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Office Assistant • Coordinator • Volunteer • Administrative Clerk • Clerical Specialist • Office Clerk • Managers • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Owner • Manager • Development Director • Chief Executive • Operations Manager • HR Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Captain

Experience & Education

Title:
Administrative Assistant at Carlson Financial Services
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Carlson Financial Services - Raleigh-Durham, North Carolina AreaAdministrative AssistantJan 2011 - Jun 2013CenturyLink (formerly Embarq) Public Affairs Assistant/Administrative AssistantNov 1999 - Dec 2009
Full Profile

Aaron Kramer Raleigh, NC

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Founding Member • Commodities Clerk • Analysts

Experience & Education

Position:
Credit Risk Analyst - Hedge Funds & CDOs at Credit Suisse
Location:
Raleigh-Durham, North Carolina Area
Industry:
Venture Capital & Private Equity
Work history:
Credit Suisse - Raleigh-Durham, North Carolina AreaCredit Risk Analyst - Hedge Funds & CDOssince Jul 2011TD Bank VP, Commercial Relationship Manager2012 - 2012
Skills:
Start-ups, Financial Analysis, Management, Portfolio Management, Financial Modeling, Hedge Funds,...
Full Profile

Lee Wilson Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Investment and Insurance Planner at Bryant Investment Management Group, LLC.
Title:
Investment and Insurance Planner with Bryant Investment Management Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Bryant Investment Management Group, LLC. - Durham, North CarolinaInvestment and Insurance Plannersince Nov 2011Edward Jones Financial AdvisorSep 2006 - Nov 2011
Full Profile

Lanni Hatfield Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Bachelor of Science • Tour Guide • Advertising Sales Agent

Experience & Education

Position:
Realtor/Broker at Coldwell Banker Residential Brokerage
Location:
Raleigh-Durham, North Carolina Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Realtor/Broker
Full Profile

Dana Postiglione Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Capital Investment Companies
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Capital Investment Companies Financial Consultantsince Aug 2009Bof A Merrill Lynch Financial Advisor Assistant Vice PresidentMay 2005 - Aug 2009
Full Profile

Leslie Mcrae Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Home Preservation Underwriter at Wells Fargo Home Mortgage
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wells Fargo Home Mortgage Home Preservation Underwritersince Dec 2011Fifth Third Bank Retail Personal BankerJan 2011 - Dec 2011
Full Profile

Will Wofford Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Service Director • Food Service Manager • Food Service Supervisor • Food Service Workers

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Title:
Financial Advisor, Principal Financial Group
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial Advisorsince Sep 2010
Full Profile

Brian Farmer Raleigh, NC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Manager • Chairperson • Sales Manager • Sales Director • Vice President • Chief Executive • Operations Manager • Leasing Agent • Leasing Property Manager • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Position:
Executive Vice President, Leasing Services at TradeMark Properties, NC
Title:
Executive Vice President, Leasing Services at Trademark Properties, Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Commercial Real Estate
Work history:
TradeMark Properties, NC - Raleigh-Durham, North Carolina AreaExecutive Vice President, Leasing Servicessince Jan 2013Coldwell Banker Commercial TradeMark Properties - Raleigh-Durham, North Carolina AreaPresident, Brokerage & LeasingJul 2007 - Dec 2012
Skills:
Sales Management, Brokerage, Tenant Representation, Commercial Real Estate, Negotiation, Listings,...
Full Profile

Shawn Burton Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Consumer Goods Professional • Commodities Clerk • Leader • Managers • Representative • Team Member • Logistician

Experience & Education

Position:
Operations Manager at GENCO
Title:
Operations Manager - GENCO / BD Pharmaceuticals Distribution Center
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
GENCO - Four Oaks NCOperations Managersince Jan 2013Pacific Coast Feather Company - Henderson, NCBusiness Unit LeaderMar 2012 - Nov 2012
Full Profile

Courtney Carter Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Lead Teacher • Educator • Education Professional • Instructor • Expedition Specialist • Posting Clerk • Logistician • Biller • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Lead Teacher at Trinity Presbyterian Preschool, Expeditor at Gale Force Holdings, Billing Clerk,...
Title:
Lead Teacher at Trinity Presbyterian Preschool
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Trinity Presbyterian Preschool Lead Teachersince Aug 2010Gale Force Holdings Expeditorsince Sep 2009
Full Profile

Josephine Jarrett Raleigh, NC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Plant Manager • Production Manager • Production Director • Consumer Goods Professional • Commodities Clerk • Administrative Associate • Supervisor • Administrative Clerk • Clerical Specialist • Managers

Experience & Education

Position:
PLANT MANAGER at Hanesbrands
Title:
Plant Manager at Hanesbrands Inc.
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Hanesbrands PLANT MANAGERsince Jun 2003NATIONAL TEXTILES, LLC PRODUCTION MANAGERNov 2000 - Jun 2003
Full Profile

Dawn Goodwin Raleigh, NC

Professions & Specialties

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

Experience & Education

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

Chris Shelton Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Area Market Leader at Movement Mortgage
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Movement Mortgage - Raleigh-Durham, North Carolina AreaArea Market Leadersince Jan 2012SunTrust Mortgage Mortgage BankerJul 2007 - Nov 2010
Full Profile

Kurt Vogler Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Vogler Blinds-Shutters at Vogler Blinds-Shutters, Owner at Vogler Blinds-Shutters
Title:
Owner at Vogler Blinds-Shutters
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Vogler Blinds-Shutters Vogler Blinds-ShuttersVogler Blinds-Shutters Ownersince Jun 2010
Full Profile

Roland Stall Raleigh, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Independent Financial Services Professional
Location:
Raleigh-Durham, North Carolina Area
Industry:
Financial Services
Work history:
Wachovia, A Wells Fargo Company Senior Vice President Area Trust ManagerNov 1977 - Mar 2002
Full Profile

Julie Amos Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Broker at Coldwell Banker HPW
Location:
Raleigh-Durham, North Carolina Area
Industry:
Real Estate
Work history:
Coldwell Banker HPW Broker
Full Profile

Sherri Bauer Raleigh, NC

Professions & Specialties

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

Experience & Education

Position:
Independent Consultant at Shelf Reliance
Title:
Independent Consultant Shelf Reliance
Location:
Raleigh-Durham, North Carolina Area
Industry:
Consumer Goods
Work history:
Shelf Reliance Independent Consultantsince Oct 2010
Full Profile


Financial Services Professionals near Raleigh, NC0169338507676845DurhamCaryApexWake ForestClaytonGarnerHolly SpringsKnightdaleFuquay VarinaSmithfield