Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in Roanoke, VA

Find a professional & check records

Here is a complete list of nearly every available Financial Services Professionals nearby.

Be sure to research other cities around Roanoke, VA to get the names of more service providers.

The Trustoria Service Professional Directory gives everyone all the resources needed to discover the best person for every need.

250 results found

Bradley Kensinger Roanoke, VA

Professions & Specialties

TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarket AnalystMarket Research AnalystBachelor of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Teller at Wells Fargo
Title:
Teller with Wells Fargo, Current CFA Candidate
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Wells Fargo - Blacksburg, VATellersince May 2011Wachovia, A Wells Fargo Company - Richmond, Virginia AreaPersonal BankerMar 2010 - May 2011
Skills:
Customer Service, Financial Analysis, Personal Financial Planning, Bloomberg, Credit, Banking,...

Karen Smith Roanoke, VA

Professions & Specialties

Financial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Center Manager at StellarOne Bank
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
StellarOne Bank Financial Center Managersince Dec 2010Wachovia, A Wells Fargo Company Financial Center ManagerJan 1988 - Dec 2010

Tim Hylton Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Mortgage Banker at First Citizens Bank
Location:
Roanoke, Virginia Area
Industry:
Banking

Grant Courtney Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirector of OperationsOwnerChairpersonOperations ManagerChief ExecutiveConsumer Goods ProfessionalCommodities ClerkConstruction

Experience & Education

Position:
Owner at Precision Millwork
Title:
Director of Operations; Custom Wood Products
Location:
Roanoke, Virginia
Industry:
Consumer Goods
Work history:
Precision Millwork Ownersince Jan 2007GEC ENTERPRISES, INC PresidentJan 2001 - Jan 2007

Mike Stowers Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperSystems AnalystInformation Technology SpecialistIT AnalystIT SpecialistBachelor of ScienceSecurity

Experience & Education

Position:
Private Banker at Wells Fargo Capital Finance
Title:
Private Wealth Banker at Wells Fargo Capital Finance
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Capital Finance - Roanoke, VaPrivate Bankersince Aug 2012CNAC Financial - Roanoke, Virginia AreaFinancial AnalystOct 2010 - Jul 2012

Charles Rusmisel Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeper

Experience & Education

Position:
Investment Officer, AVP at BB&T
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
BB&T Investment Officer, AVPsince Nov 2002AXA Advisors Financial AdvisorMar 2000 - Oct 2002

James Pearman Roanoke, VA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerCo-FounderManaging MemberBoard MemberVice PresidentChairpersonFounderFounding MemberChief ExecutiveManagerOperations ManagerManagement Team ExecutiveNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Member Board of Directors and Vice President at Mountain Valley Charitable Foundation, Principal,...
Title:
Principal, Co-Founder, Managing Member, Financial Planner
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Mountain Valley Charitable Foundation - Shawsville, VAMember Board of Directors and Vice Presidentsince Jan 2011Partners in Financial Planning, LLC Principal, Co-Founder, Managing Member, Financial Plannersince Nov 2009
Skills:
Estate Planning, Financial Planning, Retirement Planning, Investments, Tax, Personal Finance,...

Micah Spruill Roanoke, VA

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCo-FounderChairpersonFinancial ManagerFounderFounding MemberChief Executive

Experience & Education

Title:
Portfolio Manager
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Roanoke, VA.Financial AdvisorJun 2011 - Jul 2013FuzzyWay, LLC. - Atlanta, GA.Co-Founder, PresidentApr 2010 - Mar 2012
Skills:
Finance, NMR, IR spectroscopy, Data Analysis, Portfolio Management, Technical Analysis, Fundamental ...
Languages:
English, Spanish
Certifications:
Series 7, FINRA
Series 66, FINRA

Lisa Palmieri Roanoke, VA

Professions & Specialties

BankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersData Entry SpecialistComputer SpecialistData ScientistCrewmanTeam MemberCertified Nurse AideNurseNurse PractitionerBachelor of Science

Experience & Education

Work

Company:
Wells fargo bank, n.a - Roanoke, VA
Retail and home equity phone banker(loan officer)
Company:
Wells fargo bank, n.a.
Retail and home equity phone banker

Skills

Customer Service, Financial Skills, Microsoft Windows/Office/Word, Organizational skills,...

Latoya Hairston Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentData Entry SpecialistData ScientistSales Account AssociateSales ExecutiveBachelor of ScienceBusiness AdministratorSales ManagerOperations Manager

Experience & Education

Work

Company:
Wells fargo bank
Operation processor ii
Company:
Wells fargo bank - Roanoke, VA
Phone banker ii

Skills

Interpersonal Communication, Keyboarding Knowledge, Customer Service, Public Speaking, Data Entry,...

Giancarlo Silva Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceAssociate in Applied ScienceOperations Manager

Experience & Education

Work

Company:
Wells fargo
Branch managersenior personal banker
Company:
Wells fargo
Personal banker

Debora Sylvester Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Carilion healthcare systems
Patient registration/insurance verification/co-pay collection
Company:
Carilion healthcare systems - Roanoke, VA
Financial counselor

Dana Young Roanoke, VA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCustomer Service

Experience & Education

Work

Company:
Randstad staffing - liberty medical - Salem, VA
Insurance verifier
Company:
National college services - Roanoke, VA
Financial planner

Skills

Typing 65 wpm, Proficient in Microsoft Office, fax, multi-line phone, copier, learn new software...

Bill Asbell Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerPartnerChief ExecutiveCorporate ExecutiveWellness and FitnessLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of ArtsFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperRegional Sales ConsultantSales RepresentativeContractor

Experience & Education

Position:
President/CEO/Partner at Virginia Fitness LLC and Dignus Holdings, LLC
Title:
President/CEO/Partner at Virginia Fitness, LLC
Location:
Roanoke, Virginia Area
Industry:
Health, Wellness and Fitness
Work history:
Virginia Fitness LLC and Dignus Holdings, LLC - Roanoke, Lynchburg, Richmond, Harrisonburg, Fredericksburg, VAPresident/CEO/Partnersince 2007UBS - Portsmouth, NHFinancial AdvisorFeb 2006 - Dec 2007
Skills:
Public Speaking, Customer Service, Coaching, Social Media, Sales Management, Direct Sales, Social...
Languages:
English, Spanish

Kendall Keffer Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorChief Administrative OfficerChief ExecutiveHuman Resources SpecialistRecruitment

Experience & Education

Position:
Employee Benefits Consultant at BB&T Insurance
Location:
Roanoke, Virginia Area
Industry:
Insurance
Work history:
BB&T Insurance - Roanoke, VAEmployee Benefits Consultantsince Sep 2005BB&T Commercial BankerJun 2000 - Sep 2005

Kierra Wiley Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantBachelor of ArtsHigh School DiplomaData Scientist

Experience & Education

Work

Company:
Ntelos wireless call center
Customer care representative
Company:
Wells fargo call center - Roanoke, VA
Phone banker

Skills

Customer Service, Communication, Data Entry, Sales, Training, Inbound/outbound calling, Distribution

Ruth Johns Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Banker at Wachovia, A Wells Fargo Company
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Wachovia, A Wells Fargo Company Banker

Kristin Data Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Banker at B.A.F. Management, LP
Location:
Roanoke, Virginia Area
Industry:
Investment Management
Work history:
B.A.F. Management, LP Banker

Jessica Mays Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeSales AgentAdministrative AssociateRepresentativeAdministrative ClerkClerical SpecialistPsychologistPsychology Specialist

Experience & Education

Work

Company:
New england motor freight
Inside sales
Company:
Wells fargo
Phone banker

Brian Redd Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Business Banker at Bank of America
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
Bank of America Business Banker

Ronald Coles Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentPackerCustomer Service

Experience & Education

Work

Company:
Advance auto
Clerical
Company:
Wells fargo
Phone banker

Nichole Harth Roanoke, VA

Professions & Specialties

Mortgage SpecialistBankerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceNurseNurse Practitioner

Experience & Education

Work

Company:
Wells fargo bank - Roanoke, VA
Loan document specialist
Company:
Wells fargo bank - Roanoke, VA
Mortgage specialist phone banker 2

Jason Gregory Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo - Roanoke, VA
Phone banker 1

Skills

ability to work with other"s, great team player, very good on working indepently

Chris Lawson Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDevelopment DirectorHR ManagerSupporting MemberTeam MemberChief ExecutiveOperations ManagerComputational ScientistComputer ScientistsBachelor of Business Administration

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch, Financial Advisor
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Roanoke, Virginia AreaFinancial Advisorsince Feb 2013Virginia Tech - College of Engineering - Blacksburg, VAAssociate Director of DevelopmentJan 2008 - Dec 2012
Skills:
Fundraising, New Business Development, Customer Service, Strategic Planning, Leadership, Event...

Christina Casey Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Home depot
Merchandising
Company:
Wells fargo - Roanoke, VA
Phone banker

Lisa Trainer Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Personal Banker II at Wachovia, A Wells Fargo Company
Location:
Roanoke, Virginia Area
Industry:
Banking

Tabitha Richards Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Phone banker

Dan Boadwine Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerSecurityConsumer Goods ProfessionalCommodities ClerkHealth Practitioner

Experience & Education

Position:
Product Manager at Medeco
Title:
Product Manager at Medeco Security Locks
Location:
Roanoke, Virginia Area
Industry:
Consumer Goods
Work history:
Medeco - Salem, VAProduct Managersince 1985
Skills:
Product Development, ERP, Product Management, Product Marketing, Access Control, Sales Management,...

Geraldine Mcmillan Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Private Banker at BB&T
Location:
Roanoke, Virginia Area
Industry:
Investment Banking

Dana Ratcliff Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Personal Banker at StellarOne Bank
Location:
Roanoke, Virginia Area
Industry:
Banking

Brian Phil Roanoke, VA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Roanoke, Virginia Area
Industry:
Capital Markets

Dion Pittman Roanoke, VA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Capital Markets Professional
Location:
Roanoke, Virginia Area
Industry:
Capital Markets

Chris Elliott Roanoke, VA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Capital Markets Professional
Location:
Roanoke, Virginia Area
Industry:
Capital Markets

Nicholas Flaherty Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones Investments
Location:
Roanoke, Virginia Area
Industry:
Investment Management

Brenton Colon Roanoke, VA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Capital Markets Professional
Location:
Roanoke, Virginia Area
Industry:
Capital Markets

Stacey Lucas Roanoke, VA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Independent Capital Markets Professional
Location:
Roanoke, Virginia Area
Industry:
Capital Markets

Brandon Holland Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo
Professional banker
Company:
Capstone logistics
Warehouse unloader

William Lawfield Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Mortgage Banker at Atlantic Bay Mortgage Group
Location:
Roanoke, Virginia Area
Industry:
Banking

Kathy Sink Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting BookkeeperBookkeeperModeratorAdvisorMaster of Business AdministrationBachelor of ScienceOperations ManagerComputer Specialist

Experience & Education

Position:
Sr Financial Consultant at Wellpoint
Title:
Accounting Professional
Location:
Roanoke, Virginia Area
Work history:
Wellpoint Sr Financial Consultantsince 1981Anthem Senior Financial ConsultantJan 2002 - Dec 2009

Ed Bartlett Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerMaster of ScienceFood serviceAdvisor

Experience & Education

Position:
Senior Vice President - Investments at Wells Fargo Advisors
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Roanoke, VASenior Vice President - Investmentssince Sep 2010Morgan Stanley Smith Barney - Roanoke, VASenior Vice President - Financial AdvisorJan 2006 - Sep 2010

Eric Harris Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Retail Coverage Merchandiser at Acosta Sales & Marketing
Location:
Roanoke, Virginia Area
Industry:
Consumer Goods
Work history:
Acosta Sales & Marketing Retail Coverage Merchandisersince Mar 2012Procter & Gamble Retail PulseJan 2005 - Mar 2012

Merina Brown Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerSupplierConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCommodities ClerkTechnical Support SpecialistSystems Support SpecialistSupport Specialists

Experience & Education

Position:
8knotts at Mary Kay Independent Beauty Counsultant
Title:
8Knotts
Location:
Roanoke, Virginia Area
Industry:
Consumer Goods
Work history:
Mary Kay Independent Beauty Counsultant - Roanoke, Virginia Area8knottssince Mar 2012Allstate Insurance Co - Roanoke, Virginia AreaATSC/CTS For the My AccountFeb 2012 - Aug 2012
Certifications:
Certificate Small Business Management, Dominion Business School

Tina Piemonte Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBuyer and SellerSales Representative

Experience & Education

Position:
Realtor at Coldwell Banker Townside REALTORS
Location:
Roanoke, Virginia Area
Industry:
Real Estate
Work history:
Coldwell Banker Townside REALTORS Realtorsince Mar 2007
Skills:
First Time Home Buyers, Residential Homes, Real Estate, Buyer Representation, Relocation,...

Kent Bond Roanoke, VA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerChief Executive

Experience & Education

Position:
Financial Specialist at Allstate Financial
Location:
Roanoke, Virginia Area
Industry:
Financial Services
Work history:
Allstate Financial Financial Specialistsince Jun 2010Total Financial & Insurance Group, Inc. OwnerAug 1993 - Jun 2010
Languages:
Spanish

Judith Jackson Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveVice PresidentSales ManagerChief ExecutiveFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Phone Banker at Wells Fargo Bank, NA, Sales Associate at Toys R Us, Vice President at Legal Aid...
Title:
Wells Fargo Bank
Location:
Roanoke, Virginia Area
Industry:
Individual & Family Services
Work history:
Wells Fargo Bank, NA - Roanoke Operational CenterPhone Bankersince Sep 2011Toys R Us Sales Associatesince Dec 2007

Katie Biondo Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdvertising ProfessionalAdvertising Sales AgentWriter and Editor

Experience & Education

Title:
Marketing Assistant at Coldwell Banker Townside, REALTORS
Location:
Roanoke, Virginia Area
Industry:
Marketing and Advertising

Mauricia Smith Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Vice Presidant at Blue Ridge Floors
Location:
Roanoke, Virginia Area
Industry:
Consumer Goods
Work history:
Blue Ridge Floors Vice Presidant

Willie Walter Roanoke, VA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBakerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Title:
HS&E Specialist at Baker Hughes, ProductionQuest
Location:
Roanoke, Virginia Area
Industry:
Consumer Goods

Anne Johnston Roanoke, VA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Residential & Relocation Specialist at Coldwell Banker Townside, REALTORS®
Location:
Roanoke, Virginia Area
Industry:
Real Estate
Work history:
Coldwell Banker Townside, REALTORS® Residential & Relocation Specialist

Mandy Churchill Roanoke, VA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveRecognitionFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Client Service and Sales Officer at U.S. Trust, Bank of America Private Wealth Ma
Title:
Assistant Vice President, Client Service and Sales Officer
Location:
Roanoke, Virginia Area
Industry:
Banking
Work history:
U.S. Trust, Bank of America Private Wealth Ma Client Service and Sales Officersince May 2003Morgan Stanley Financial AdvisorApr 2001 - May 2003
Skills:
Wealth Management, Portfolio Management, Asset Allocation, Investments, Equities, Wealth Management ...



Financial Services Professionals near Roanoke, VA0265278104130BlacksburgSalemChristiansburgVintonBedfordRocky MountDalevilleTroutvilleBoones MillHardy