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Financial Services Professionals in Florida

Financial Services Professionals in Vero Beach, FL

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Here is a complete directory of nearly every professional Financial Services Professionals in Vero Beach, FL.

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189 results found

Barbara Langdon Vero Beach, FL

Professions & Specialties

Private Equity Manager • Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Equipment Tools Purchasing Agent • Sales Support • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Representative • Pilot • Air Transportation Worker

Experience & Education

Position:
Operations Administrator Lawn and Garden Product Evaluation at Syngenta
Title:
Operations Administrator Lawn and Garden Product Evaluation at Syngenta Crop Protection
Location:
Vero Beach, Florida
Industry:
Food Production
Work history:
Syngenta - Vero Beach, FloridaOperations Administrator Lawn and Garden Product Evaluationsince Mar 2013Technekes LLC - Raleigh, NCChannel Support RepresentativeFeb 2011 - Aug 2012
Skills:
Data Entry, Customer Satisfaction, Sales, Microsoft Office, Customer Service, Microsoft Word,...
Full Profile

Jorge Navarro Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Recruitment • Human Resources Specialist • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Financial Sales consultant III at PNC
Location:
Vero Beach, Florida
Industry:
Banking
Work history:
PNC Financial Sales consultant IIIsince Mar 2012RBC Royal Bank Senior Relationship BankerSep 2010 - Mar 2012
Languages:
Spanish, Portuguese
Full Profile

Brian Hartman Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Physician • Bachelors Degree • Department Store Salesperson • Retail Professional • Retail Salesperson • Property Manager • Real Estate Manager • Team Member • Advisor

Experience & Education

Position:
VP/Commercial Banker at Harbor Community Bank, President at Community Business Alliance
Title:
VP/Commercial Banker at Harbor Community Bank
Location:
Vero Beach, Florida
Industry:
Banking
Work history:
Harbor Community Bank - Treasure CoastVP/Commercial Bankersince Sep 2012Community Business Alliance Presidentsince Nov 2012
Skills:
Small Business, Banking, Commercial Lending, Mortgage Lending, Credit, Commercial Banking, Lines Of ...
Full Profile

Peggy Jordan Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Hostess • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Notary Public • Notary • Lawyers • Associate of Science • High School Diploma • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Bankunited, n.a.
Relationship banker
Company:
Nmls safe - Vero Beach, FL
Personal banker

Skills

Cash Handling Experience, Communication Skills, Building Relationships, Decision Making Skills,...
Full Profile

Hala Laviolette Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Vice President • Partner • Chief Executive • Marketing Manager • Operations Manager • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Field Marketing Specialist • Marketing Administrator • Psychology Specialist

Experience & Education

Position:
Small Business Banker at Bank of America
Location:
Vero Beach, Florida
Industry:
Banking
Work history:
Bank of America - Indian River CountySmall Business Bankersince Mar 2013SunTrust Bank Vice President, Business Banking Relationship OfficerApr 2012 - Mar 2013
Full Profile

Karen Gaskill Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Representative • Team Member • Services Professional • Sales and Service Specialist • Sales Agent • Real Estate Sales Agent • Non-Profit • Chief Executive

Experience & Education

Position:
Broker/Realtor at Coldwell Banker Ed Schlitt Preview Properties, Broker/Realtor at Coldwell Banker...
Title:
Broker/Realtor at Coldwell Banker Ed Schlitt Real Estate Inc.
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Ed Schlitt Preview Properties - Vero Beach, FloridaBroker/Realtorsince May 1979Coldwell Banker Ed Schlitt, Vero Beach,Florida - Coldwell Banker Ed Schlitt Island Preview PropertiesBroker/Realtorsince May 1979
Full Profile

Ilain Isaac Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Volunteer • Non-Profit • Treasurer • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Life Insurance Agent at New York Life Insurance Company, Volunteer - Treasurer/Board Member at...
Title:
New York Life - Financial Advisor - Florida State License in Life Insurane, Health Care and Annuities
Location:
Vero Beach, Florida
Industry:
Insurance
Work history:
New York Life Insurance Company Life Insurance AgentUnited Way of Indian River County - Vero Beach, FLVolunteer - Treasurer/Board Membersince Mar 2005
Full Profile

Patrick Norris Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Loan Processor • Loan Officer • Loan Officers • Agent • Sales Representative • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Wells fargo bank
Personal banker
Company:
Aflac
Licensed insurance agent
Full Profile

Eric Mcguire Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Bank of America
Location:
Fort Pierce, Florida Area
Industry:
Retail
Work history:
Bank of America - Stuart, FLPersonal Bankersince Jun 2011Wachovia, A Wells Fargo Company - Vero Beach, FLPersonal BankerJul 2010 - Jun 2011
Full Profile

Chase Mariposa Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Leasing Agent • Leasing Property Manager • Property Manager • Real Estate Manager • Leasing Professional • Sales Account Associate • Sales Executive • Manager • Sales Manager • Operations Manager • Psychology Specialist

Experience & Education

Position:
Sales Associate & Leasing Agent at Coldwell Banker Previews International, Realtor-Sales...
Title:
Real Estate Sales Associate-Vero Beach-Indian River County
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Previews International - Vero Beach, FloridaSales Associate & Leasing Agentsince 2004Realtor-Vero Beach - Vero Beach, FloridaRealtor-Sales Associate-Managersince 2004
Skills:
Expert in Investment Property Leasing and Management., Residential Homes, Short Sales, Real Estate, ...
Languages:
I speak a little Spanish-not fluent but I can get by!
Full Profile

Carol Griffin Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Personnel Administrator • HR Manager • Marketing Manager • Operations Manager • Sports Trainers

Experience & Education

Position:
Financial Sales Consultant III at PNC
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
PNC - Vero Beach, FloridaFinancial Sales Consultant IIIsince Mar 2012RBC BANK USA Sr. Relationship BankerApr 2008 - Mar 2012
Full Profile

Job Seeker Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Edward jones investments - Vero Beach, FL
Financial advisor
Company:
Morgan stanley investments - Olympia, WA
Financial advisor

Skills

Series 66 and 7 certified. Washington State, Florida and DODEA Education Certified, knowledge of...
Full Profile

Rich Lessirard Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Sevices Professional at National Provider of Financial Services
Title:
Financial Services Professional
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
National Provider of Financial Services - FloridaFinancial Sevices Professionalsince 2012American Beacon Advisors - Florida, Puerto Rico, Alabama and MississippiRegional Vice President2010 - 2012
Full Profile

David Hickey Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Vice President • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
Hfa holdings ltd (hedge funds australia)
State manager-new south wales
Full Profile

Deborah Lyon Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Associate of Arts • Information Technology Specialist • IT Specialist • Buyer and Seller • Sales Representative

Experience & Education

Position:
Realtor, e-PRO, SFR, CAM at Coldwell Banker Previews International
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Previews International Realtor, e-PRO, SFR, CAMsince May 2009OPCenter, NYC Technical Recruiting & SalesDec 1999 - Nov 2002
Skills:
Real Estate, SFR, e-PRO, Short Sales, Sellers, Buyer Representation, Listings, Foreclosures, Single ...
Full Profile

Lisa Cory Vero Beach, FL

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Trainer • Auditor • Bachelor of Science • Psychologist • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Psychology Specialist

Experience & Education

Work

Company:
Figis - Stevens Point, WI
Trainer
Company:
Wachovia bank - Mechanicsville, VA
Bank teller
Full Profile

Michael Conway Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Michael j. conway financial advisor
Financial advisor
Full Profile

Brian Clark Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo bank, n.a - Vero Beach, FL
Licensed banker
Company:
Wells fargo bank, n.a - Vero Beach, FL
Personal banker
Full Profile

Joey Schlitt Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Owner • Managing Partner • Chief Executive • Partner • Agent • Sales Representative • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Broker / Associate at Coldwell Banker, Ed Schlitt, Owner at The Mandarin Asian Cuisine, Managing...
Title:
Owner at The Mandarin Asian Cuisine
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker, Ed Schlitt Broker / Associatesince Mar 2007The Mandarin Asian Cuisine - 398 21st St Vero Beach, FL 32960Ownersince Jan 2011
Full Profile

Jeff Cusson Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Team Member • Operations Manager

Experience & Education

Position:
Associate at Coldwell Banker Commercial Saunders Real Estate
Title:
CCIM-Associate at Coldwell Banker Commercial Saunders Real Estate
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Commercial Saunders Real Estate Associatesince Nov 2009University of Florida Warrington College of Business StudentJun 2008 - Nov 2009
Full Profile

Jodie Hampton Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo - Vero Beach, FL
Business banking specialist
Company:
Wells fargo - Sebastian, FL
Personal banker
Full Profile

Thomas Mcmanus Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Vice President • Operations Manager • Chief Executive • Master of Business Administration • Bachelor of Science • Sports Game Coach

Experience & Education

Work

Company:
Private investor
Company:
Morgan stanley - Morristown, NJ
Financial advisor, private wealth management group
Full Profile

Nancy Marrero Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service

Experience & Education

Position:
REALTOR at Coldwell Banker Ed Schlitt, Vero Beach,Florida
Title:
EXPERT REALTOR
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Ed Schlitt, Vero Beach,Florida REALTORsince May 2011Harbor Federal Customer Service Specialist and Annuity SalesAug 1997 - Nov 2001
Full Profile

David Savage Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Operations Manager

Experience & Education

Position:
Wealth Management Banking at Merrill Lynch
Title:
Vice President, Wealth Management Banker at Merrill Lynch
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management Bankingsince Sep 2009Bank of America Premier Client Manager1999 - 2009
Full Profile

Cary Allen Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President - Credit Administration at Marine Bank & Trust Company
Location:
Vero Beach, Florida
Industry:
Banking
Work history:
Marine Bank & Trust Company - Vero Beach, FLVice President - Credit Administrationsince Apr 2013First Citizens Bank - Stuart, FL 34997Commercial Banker - Vice PresidentNov 2010 - Apr 2013
Full Profile

Arthur Grymes Vero Beach, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr VP Head Institutional Sales at Fusion Analytics Securities LLC
Title:
Senior VP- Head Institutional Sales at Fusion Analytics Securities LLC
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Fusion Analytics Securities LLC Sr VP Head Institutional Salessince Mar 2007Lehman Brothers Senior Equity Block TraderJan 1996 - Jan 2001
Skills:
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity...
Full Profile

Andrew Gonzalez Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Realtor at Coldwell Banker
Title:
Realtor at Coldwell Banker Ed Schlitt
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Realtorsince Jan 2010
Skills:
New Home Sales, Real Estate, Luxury, Waterfront, Sellers, Residential Homes, Move Up Buyers,...
Full Profile

Steven Monroe Vero Beach, FL

Professions & Specialties

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

Experience & Education

Work

Company:
Fyi debt - Portsmouth, NH
Sr. financial advisor
Company:
Service credit union - Portsmouth, NH
Financial representative
Full Profile

Margaret Oconnor Vero Beach, FL

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers

Experience & Education

Work

Company:
Chase bank - Riverhead, NY
Personal banker/loan officer
Full Profile

Harry Saxton Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Automotive Professional

Experience & Education

Position:
REALTOR at Coldwell Banker Ed Schlitt, Vero Beach,Florida, Associate Consultant at gvo3 &...
Title:
Automotive Compliance Consultant at gvo3 & Associates and REALTOR at Coldwell Banker Ed Schlitt, Vero Beach,Florida
Location:
Vero Beach, Florida
Industry:
Automotive
Work history:
Coldwell Banker Ed Schlitt, Vero Beach,Florida - Vero Beach, FLREALTORsince Mar 2010Gvo3 & Associates Associate Consultantsince Jan 2005
Full Profile

Robert Anderson Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
President/Financial Advisor at Anderson Wealth Management, Financial Advisor at Harbor Financial...
Title:
Financial Advisor at Harbor Financial Service, LLC
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Anderson Wealth Management President/Financial Advisorsince Jan 2003Harbor Financial Service, LLC Financial Advisorsince Aug 2007
Full Profile

Jeremy Schwibner Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Jul 2011
Languages:
English
Certifications:
Certified Special Needs Advisor, Merrill Lynch Internal
Personal Investment Advisor, Merrill Lynch Internal
Full Profile

Alex Brown Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Vice President at ALC INovators, Inc
Location:
Vero Beach, Florida
Industry:
Consumer Goods
Work history:
ALC INovators, Inc - Melbourne, Florida AreaVice Presidentsince Sep 2009
Skills:
Brand Development, Advertising, Marketing, Marketing Strategy, Social Media Marketing, Brand...
Languages:
Spanish
Full Profile

Linda Gonzalez Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Office Clerk • Clerical Specialist

Experience & Education

Position:
Broker Owner at Coldwell Banker Ed Schlitt, Vero Beach,Florida, Owner Broker at Coldwell Banker Ed...
Title:
Broker Owner at Coldwell Banker Ed Schlitt, Vero Beach,Florida
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Ed Schlitt, Vero Beach,Florida - Vero Beach, Fort Pierce Sebastian MelbourneBroker Ownersince Jan 1973Coldwell Banker Ed Schlitt, Realtors - Vero Beach FloridaOwner Brokersince Apr 1972
Full Profile

Jerry Parker Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
President at Unique Solutions, Inc, president at unique solutions
Title:
Owner, Unique Solutions of Vero Beach
Location:
Vero Beach, Florida
Industry:
Consumer Goods
Work history:
Unique Solutions, Inc - Vero Beach, FloriidaPresidentsince Jan 2008Unique solutions Presidentsince May 2007
Full Profile

Ken Greenhill Vero Beach, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Chairperson • Sales Manager • Chief Executive • Printing Supervisor • Print Worker

Experience & Education

Position:
Sales Associate at The Falcigno Group LLC
Title:
Life & Financial Services Professional
Location:
Vero Beach, Florida
Industry:
Insurance
Work history:
The Falcigno Group LLC - Vero Beach, Florida and Milford, CTSales Associatesince Oct 2011Label One Corporation President1996 - 2007
Full Profile

Tiffany Sweeney Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Designer at Signature Kitchens of Vero Beach, Owner / Designer at Interiors Consulting Group Inc
Title:
Owner / Designer at Interiors Consulting Group Inc
Location:
Fort Pierce, Florida Area
Industry:
Consumer Goods
Work history:
Signature Kitchens of Vero Beach - 3003 Cardinal Drive, Suite DDesignersince Nov 2012Interiors Consulting Group Inc Owner / Designersince Aug 2008
Skills:
AutoCAD, 20/20 Design Software, QuickBooks, Architectural Drawings, Interior Design, Home Staging,...
Full Profile

Edward Bamberg Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Feb 2013
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Consultant, The American College
Full Profile

Louis Capezza Fort Pierce, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at NBC Securities, Inc. / Centerstate Wealth Management
Title:
Financial Advisor at NBC Securities, Inc
Location:
Fort Pierce, Florida Area
Industry:
Financial Services
Work history:
NBC Securities, Inc. / Centerstate Wealth Management - Vero Beach / Fort Pierce, FLFinancial Advisorsince Aug 2004Indian River National Bank Financial Advisor2004 - 2007
Full Profile

Jeff Sanders Vero Beach, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Customer Relations • Claims Examiner

Experience & Education

Position:
Financial Consultant at Charles Schwab
Title:
Financial Consultant
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Charles Schwab Financial Consultantsince Jan 2008PGA Credit Union Business Development2006 - 2007
Skills:
Series 7, Insurance, New Business Development, Fixed Annuities, Life Insurance, Series 63,...
Full Profile

Ken Bradley Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Sales Manager at Coldwell Banker Ed Schlitt Realtors, Sales Manager at Coldwell Banker Ed Schlitt
Title:
Real Estate Sales Manager and Trainer
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Ed Schlitt Realtors Sales Managersince Aug 2007Coldwell Banker Ed Schlitt Sales Managersince 2007
Skills:
Negotiation, Sales, Management, Short Sales, Foreclosures, New Home Sales, Buyer Representation,...
Full Profile

Kelly Kite Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Co-Founder • Partner • Chief Executive • Sales Manager • Founder • Founding Member • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Managing Partner at Kite Tax Lien Capital, Commercial Sales Associate at Coldwell Banker Commercial
Title:
Managing Partner at Kite Tax Lien Capital
Location:
Vero Beach, Florida
Industry:
Investment Management
Work history:
Kite Tax Lien Capital Managing Partnersince Jun 2009Coldwell Banker Commercial - Vero Beach, FLCommercial Sales Associatesince Jul 2011
Languages:
Spanish
Full Profile

Amy Montero Vero Beach, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Database Administrator • Operations Manager

Experience & Education

Position:
Sales Ambassador at First Quality
Location:
Vero Beach, Florida
Industry:
Consumer Goods
Work history:
First Quality Sales Ambassadorsince Jun 2009
Skills:
Sales Operations, Sales Management, Direct Sales, Salesforce.com, Healthcare Industry, Sales Process
Full Profile

Connie Poppell Vero Beach, FL

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
Vero Beach, Florida
Industry:
Financial Services
Skills:
Strategic Planning, Customer Service, Public Speaking, Team Building, Fundraising, Event Planning,...
Full Profile

Rose Spytek Vero Beach, FL

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 • Branch Manager • Field Marketing Specialist • Marketing Administrator • Owner • Financial Manager • Marketing Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial Inc., Certified Financial Planner at Raymond ...
Title:
Certified Financial Planner at Raymond James Financial Inc.
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
Raymond James Financial Inc. - 623 17th Street, Vero Beach, Florida 32960Certified Financial Plannersince Aug 1987Raymond James Financial Services, Inc. Certified Financial Plannersince Aug 1986
Full Profile

Keith Kite Vero Beach, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managing Member • Sales Manager • Manager • Operations Manager

Experience & Education

Position:
Commercial Realtor at Coldwell Banker Commercial, Managing Member at Kite Properties, LLC.
Title:
Sales Associate, Coldwell Banker Commercial, Retail Advisory Group
Location:
Vero Beach, Florida
Industry:
Real Estate
Work history:
Coldwell Banker Commercial - 4625 North A1A, Vero Beach, FL 32963Commercial Realtorsince Jul 2012Kite Properties, LLC. Managing Membersince Jan 2000
Full Profile

Amy Honey Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
CFO at WetMutt, LLC, Director at Miel Capital Management
Title:
CFO at WetMutt, LLC
Location:
Vero Beach, Florida
Industry:
Consumer Goods
Work history:
WetMutt, LLC CFOsince Jun 2013Miel Capital Management - Vero Beach, FloridaDirectorsince May 2010
Skills:
Mergers & Acquisitions, Leadership, Negotiation, Capital Markets, Project Management,...
Full Profile

Osgood David Vero Beach, FL

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Private Client Advisor at U.S. Trust
Location:
Vero Beach, Florida
Industry:
Financial Services
Work history:
U.S. Trust - Vero Beach, FLSenior Vice President, Private Client Advisorsince Mar 2013J.P. Morgan Private BankerDec 2010 - Mar 2013
Full Profile

J.c. Britt Fort Pierce, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
First Vice President, Portfolio Manager, Financial Advisor at Morgan Stanley
Title:
First Vice President, Financial Advisor at Morgan Stanley
Location:
Fort Pierce, Florida Area
Industry:
Investment Management
Work history:
Morgan Stanley - 3525 Ocean Drive, Vero Beach FL 32963First Vice President, Portfolio Manager, Financial Advisorsince Sep 2010UBS Financial Services VICE PRESIDENT-INVESTMENTSMay 2007 - Sep 2010
Full Profile

Beatrice Querel Vero Beach, FL

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales and Marketing Manager • Consumer Goods Professional • Sales Engineering Specialist • Sales Engineer • Commodities Clerk • Manager • Operations Manager

Experience & Education

Position:
Sales & Marketing Manager at LaneLabs
Location:
Vero Beach, Florida
Industry:
Consumer Goods
Work history:
LaneLabs - Vero Beach FlSales & Marketing Managersince May 2003L'Amy Group Brand Manager1999 - May 2003
Skills:
Marketing Strategy, Marketing Management, Sales Management, New Business Development, Product...
Languages:
French, English
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