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Financial Services Professionals in Virginia

Financial Services Professionals in Vienna, VA

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250 results found

George Omilan Washington, DC

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Chairperson • Program Director • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Advocate • Jurist • Legal Counsel • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
President at Jefferson Mortgage Group LLC, Program Director at The Short Sale Negotiator
Title:
President - Jefferson Mortgage Group LLC
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Jefferson Mortgage Group LLC - Oakton, VAPresidentsince Oct 2012The Short Sale Negotiator Program Directorsince Oct 2007
Full Profile

William Gorman Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Team Member • Advisor • Contractor • Managers • Analysts • Independent Business Owners • Master of Business Administration • Linux Administrator • Information Technology Specialist • Computer Software Professional • Software Developers • Systems Administrator • Computer Systems Administrator • IT Specialist • Engineering Manager • Operations Manager • Chief Executive • Project Managers

Experience & Education

Position:
Registered Representative at NYLIFE Securities LLC, Licensed Agent at New York Life Insurance Company
Title:
Registered Representative at NYLIFE Securities LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
NYLIFE Securities LLC - 8075 Leesburg Pike, Suite 200, Vienna, VA 22182Registered Representativesince May 2012New York Life Insurance Company - 8075 Leesburg Pike, Suite 200 Vienna, VA 22182Licensed Agentsince May 2012
Skills:
Risk Management, Small Business, Retirement Planning, Program Management, Cloud Computing,...
Languages:
German
Full Profile

Jason Howell Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Controller • Chief Accountant • Account Manager • Speaker • Counselor • Fundraiser • Fundraising Officer • Moderator • Business Administrator • Organization Management • Spokesperson • Representative • Advisor • Manager • Chief Executive • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Author • Bachelor of Science • Judge • Training and Coaching Professional • Professional Development Teacher • Information Technology Specialist • IT Specialist • Entertainment Professional • Entertainer • Automotive Specialist • Automotive Professional • Psychology Specialist • Recruitment

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company
Title:
Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Vienna, VAFinancial Services Professionalsince Jan 2013Friends of Jason Howell - Virginia's 8th Congressional DistrictCandidate for United States Congress (Independent)Aug 2011 - Nov 2012
Skills:
Public Speaking, Writing, Books, Leadership Development, Coaching, Organizational Development,...
Certifications:
Life, Health & Annuities
Series 6, FINRA
Full Profile

Carlos Graveran Vienna, VA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Region Manager • Chief Executive • Sales Support • Pharmaceutical Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Education • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Director of Market Development at Vitas Healthcare
Title:
Director of Market Development
Location:
Vienna, Virginia
Industry:
Hospital & Health Care
Work history:
Vitas Healthcare - Vienna, VirginiaDirector of Market Developmentsince Apr 2011Morgan Stanley Wealth Management Financial AdvisorJan 2010 - Jan 2011
Languages:
Spanish
Full Profile

Carter Knapp Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Director • Regional Vice President • Chief Executive Officer • Operations Manager • Vice President • Chief Executive • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Software Engineer • Software Developers • Sales Person • Sales Representative • Host • Founder • Founding Member • Web Developer • User Interface Designer • Human Resources Specialist • Recruitment • Bachelor of Science • Independent Contractor • Contractor • Government Service Executive • Government Administration Officer • Civil Servant • Psychology Specialist • Independent Business Owners

Experience & Education

Position:
Director, Real Estate Technology (corporate level) at Realogy Corporation
Title:
Director, Real Estate Technology at Realogy Corporation
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Realogy Corporation - Parsippany, NJDirector, Real Estate Technology (corporate level)since 2010Realogy Corporation - Parsippany, NJRegional Vice President, Education at NRT2008 - 2010
Skills:
Relocation, Selling, Real Estate, Positioning, Program Management, Sellers, Training
Full Profile

Tim Wynne Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Subject Matter Expert • Skilled Professional • School Principal • School Administrator • Educational Manager • Controller • Treasurer • Financial Officer • Financial Manager • Independent Business Owners • Owner • Chief Executive • Business Leader • Bachelor of Science • Disk-Jockey • Recruitment • Entertainer

Experience & Education

Position:
Sr. Financial Consultant/Subject Matter Expert/Principal at The Yes Group, LLC
Title:
GovCon Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
The Yes Group, LLC - Vienna, VASr. Financial Consultant/Subject Matter Expert/Principalsince Jan 2013Computational Physics, Inc. - Springfield, VAController and TreasurerJan 2012 - Jan 2013
Full Profile

Kevin Carey Washington, DC

Professions & Specialties

Banker • Mortgage Broker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Certified Nurse Aide • Nurse • Nurse Practitioner • Doctor of Medicine • Marketing Administrator • Marketing Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Mortgage Banker at Apex Home Loans, Inc.
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
Apex Home Loans, Inc. - Rockville, MDSenior Mortgage Bankersince Sep 2012Homestead Funding Corp. - Vienna, VALoan OriginatorMar 2012 - Sep 2012
Full Profile

Alexa Sider Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Supporting Member • Team Member • Hospital Care Professional • Health Professional • Health Practitioner • Chief Administrative Officer • Chief Executive • Bachelor of Arts • Mathematics • Researcher • Survey Researcher • Mathematician • Software Developer • Software Developers

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Vienna, VaFinancial Services Professionalsince Sep 2011Solomon Independent Financial Advisors - Hong KongSales Team InternJun 2010 - Aug 2010
Skills:
Analysis, Visual Basic, Excel, SQL, Pivot Tables, Options Pricing, Financial Modeling, VSTO, Visio, ...
Full Profile

Christine Hall Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Project Managers • Recognition • Project Manager • Contractor • Master of Science • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Independent Business Owners • Operations Manager • Managers • Advisor • Computer Specialist • IT Specialist • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • School Administrator • Educational Manager

Experience & Education

Position:
Financial Management Analyst at Hewlett-Packard
Location:
Washington D.C. Metro Area
Industry:
Telecommunications
Work history:
Hewlett-Packard - Herndon, VAFinancial Management Analystsince Apr 2013AT&T - Oakton, VAProject ManagerNov 2012 - Apr 2013
Skills:
PMP Certification, Program Management, Process Improvement, Vendor Management, Project Management,...
Full Profile

Brad Collins Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Linguist • Language Specialist • Analyst • Independent Contractor • Analysts • Contractor • Financial Analyst • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Officer • Financial Manager • Sales Manager • Sales Executive • Sales Representative • Buyer and Seller • Sports Trainers

Experience & Education

Position:
Senior Financial Advisor/Financial Analyst looking for next career opportunity at None (Self-employed)
Title:
Sr. Financial Advisor at L-3 Communications Linguist Operations & Technical Support
Location:
Washington D.C. Metro Area
Industry:
Defense & Space
Work history:
None Senior Financial Advisor/Financial Analyst looking for next career opportunitysince Apr 2012L-3 Communications Linguist Operations & Technical Support - Chantilly VASr. Financial AdvisorMar 2004 - Apr 2012
Skills:
Microsoft Office, Excel, Word, Financial Analysis, PowerPoint, Forecasting, Microsoft Word,...
Full Profile

Craig Bozzelli Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Director of Customer Operations • Operations Manager • Marketing Manager • Consumer Goods Professional • Equipment Tools Purchasing Agent • Commodities Clerk • Department Store Salesperson • Retail Professional • Retail Salesperson • Information Technology Specialist • Java Developer • IT Specialist • Software Developer • Software Developers • Leader • Managers • Chief Executive • Purchasing Managers • Network Systems Administrator • Computer Network Professional • Network Administrator • Computer Scientists • Team Member • Advisor • Psychologist • Advertising Professional • Advertising Sales Agent • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Director Program Management at SapientNitro
Title:
Director Program Management
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
SapientNitro - Arlington, VADirector Program Managementsince Jan 2011Haverstick Consulting - Indianapolis, INDirectorApr 2009 - Jan 2011
Skills:
Oracle Reports, Oracle SQL, Sybase, Microsoft SQL Server, Stellant, Pivotal, MS Project, Java,...
Full Profile

Grant Leighty Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Team Member • Information Technology Specialist • Data Entry Specialist • Data Scientist • IT Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Financial Services Professional at Capitol Financial Partners
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Capitol Financial Partners - Vienna, VAFinancial Services Professionalsince Jul 2011CACI International Inc Intern, Multiple Sectors of OrganizationMay 2009 - Jan 2011
Full Profile

Mark D'agostino Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Manager • Vice President • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Senior Vice President, Product Management at Applied Predictive Technologies
Title:
Senior Vice President at Applied Predictive Technologies
Location:
Washington D.C. Metro Area
Industry:
Computer Software
Work history:
Applied Predictive Technologies - Arlington, VASenior Vice President, Product Managementsince 2004Accenture - Beijing, ChinaManager2002 - 2003
Full Profile

Lauren Grove Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Independent Business Owners • Administrative Clerk • Clerical Specialist • Chief Executive • Financial Manager

Experience & Education

Position:
Assistant Financial Planner at Yeske Buie
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
Yeske Buie - Vienna, VAAssistant Financial Plannersince Jul 2013Yeske Buie - Vienna, VAFinancial Planning InternMar 2013 - Jul 2013
Full Profile

Pete Amstutz Washington, DC

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Guide • Tour Guide • Agent • Sales Representative • Financial Manager • Paralegal • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trader at Navy Federal Credit Union
Title:
MBS Trader
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Navy Federal Credit Union - Vienna, VATradersince Jan 2012First New York Securities, LLC Trader & Portfolio ManagerJun 2009 - Mar 2012
Full Profile

Alena Kangas Arlington, VA

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Speaker • Organization Management • Office Clerk • Clerical Specialist • Tour Guide • Spokesperson • Representative • Senator • Legislator • Market Research Analyst • Student Worker • Operations Manager

Experience & Education

Position:
Volunteer at Jill's House, Federal - Client Financial Management Analyst at Accenture
Title:
Client Financial Management Analyst at Accenture
Location:
Arlington, Virginia
Industry:
Financial Services
Work history:
Jill's House - Vienna, VAVolunteersince Sep 2012Accenture - Arlington, VAFederal - Client Financial Management Analystsince Jun 2012
Skills:
SAP, Sage ERP MAS 500, Sage Peachtree, Quickbooks, Ariba, Market Research, Presentation...
Languages:
English, Russian, Korean, French
Certifications:
Certificate of Completion for the Crowd Manager Workshop, Maryland State Fire Marshal
Security Clearance, Department of Defense
Full Profile

Rebecca Hamel Washington, DC

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Counselor • Non-Profit • Advisor • Wellness and Fitness • Manager • Operations Manager • Educational Manager • Entertainer • Advertising Sales Agent

Experience & Education

Position:
Consultant, Development and Outreach at Consultant
Title:
Corporate Relations Specialist; Development and Outreach
Location:
Washington D.C. Metro Area
Industry:
Health, Wellness and Fitness
Work history:
Consultant - Washington D.C. Metro AreaConsultant, Development and Outreachsince Oct 2011Global Health Council Corporate Relations ManagerJan 2008 - Aug 2011
Full Profile

Milan Cavic Washington, DC

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Security • Customer Service • Client Service Officer • Sales Account Associate • Sales Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager

Experience & Education

Position:
Financial Associate at Citibank
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Citibank - Fairfax, VAFinancial Associatesince Sep 2010Macy's - McLean, VASales AssociateJun 2004 - May 2007
Languages:
Croatian
Full Profile

John Kim Vienna, VA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Chairperson • Chief Executive • Bachelor of Science • Software Developer • Software Developers

Experience & Education

Work

Company:
Enix capital management
Trader
Company:
Owl creek asset management - New York, NY
Trader, emerging markets

Skills

* Program Applications: Excel, Bloomberg, MS Passport, GS REDI, MultiCharts, TradeStation *...
Full Profile

Greg Mcdonald Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Security

Experience & Education

Position:
Partner at New York Life Insurance Company
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Partnersince Apr 2013New York Life Insurance Company - vienna, vaFinancial Services ProfessionalSep 2011 - Apr 2013
Full Profile

Ky Mai Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Finance club
Financial planner
Company:
Joint stock commercial bank for foreign trade of vietnam
Finance intern-equity department
Full Profile

Kate Jackson Vienna, VA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advocate • Jurist • Legal Counsel • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Senior Financial Associate & Business Owner Advocate at eBusinessAppraisals.com, Financial...
Title:
Business Valuation Specialist
Location:
United States
Industry:
Financial Services
Work history:
EBusinessAppraisals.com - Vienna, VASenior Financial Associate & Business Owner Advocatesince Nov 2009ACA Partners, LLC - GlobalFinancial Analyst Associatesince Nov 2009
Full Profile

Eric Wigren Washington, DC

Professions & Specialties

Loan Officer • Financial Planner • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Founder • Founding Member • Marketing Manager • Police • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Loan Officer at First Heritage Mortgage LLC
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
First Heritage Mortgage LLC - 2974 Prince William Parkway, Woodbridge, VA 22191Senior Loan Officersince Jul 2013Southern Trust Mortgage VP Mortgage Lending ServicesMay 2012 - May 2013
Full Profile

Joanne Adams Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Substitute Teacher • Educator • Education Professional • Instructor • Chief Executive • Operations Manager • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
REALTOR, CDPE at Coldwell Banker, Reston, VA
Title:
REALTOR at Coldwell Banker, Reston, VA
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Coldwell Banker, Reston, VA - 1801 Old Reston Ave, Suite 200, Reston, VAREALTOR, CDPEsince Jul 2011Fairfax County Public Schools Substitute TeacherSep 2009 - Jun 2010
Languages:
English, French
Certifications:
Certified Distressed Property Expert
Full Profile

Jodi Van Voorhis Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Supporting Member • Team Member

Experience & Education

Position:
Director of Client Development at Wealth Management and Financial Planning
Title:
Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Wealth Management and Financial Planning - Vienna, VADirector of Client Developmentsince Mar 2013Calvert Investments - Calvert InvestmentsAssociate Credit Analyst - Fixed IncomeJul 2008 - Mar 2013
Full Profile

Gammon Rohrbach Vienna, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Access national mortgage - Reston, VA
Senior mortgage banker
Company:
First home mortgage - Fairfax, VA
Senior loan officer
Full Profile

Jerry Magri Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor Representative at Cambridge Investment Research, Inc., Vice President ...
Title:
Financial Planner / President at Magri & Associates, Inc.
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
Cambridge Investment Research, Inc. Registered Investment Advisor Representativesince 2011ViennaTysons Regional Chamber of Commerce - Vienna, VAVice President for Membershipsince Jun 1992
Certifications:
Chartered Financial Consultant (ChFC), The American College
Chartered Life Underwriter, The American College
Full Profile

Tawfiqul Rommel Vienna, VA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Wells fargo bank, n.a
Private mortgage banker

Skills

Credit Trained, Management, NMLS Certified
Full Profile

Chanel Williams Vienna, VA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Tour Guide • Customer Service

Experience & Education

Work

Company:
East carolina university - Greenville, NC
Tour guide
Company:
Northwest federal credit union - Herndon, VA
Universal banker
Full Profile

Manuela Constantinescu Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Substitute Teacher • Educator • Education Professional • Instructor • Physics Teacher • Apprentice • Contractor • Clerical Specialist • Analysts • Copywriter • Editor • Publicity Writer • Author • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Independent Business Owners • Student Worker

Experience & Education

Position:
Boker at Independent Broker, Financial Services Representative at The Guardian Life Insurance...
Title:
"If there is no integrity nothing else matters, if there is integrity nothing else matters." Alan Simpson
Location:
Washington D.C. Metro Area
Industry:
Insurance
Work history:
Independent Broker Bokersince Aug 2013The Guardian Life Insurance Company of America - Vienna, VAFinancial Services Representativesince Jan 2013
Languages:
English, French, Romanian
Full Profile

Eugene Braganza Vienna, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Fences
Trader joe's
Company:
Fences
Full Profile

Kevin Feeney Vienna, VA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Author

Experience & Education

Position:
Owner at KF Financial Services
Title:
Financial Planning Strategies
Location:
Vienna, Virginia
Industry:
Financial Services
Work history:
KF Financial Services - 2309 Sawtooth Oak Ct Vienna, va 22182Ownersince Dec 1983Financial Resource Group - Annandale, VaFinancial plannerFeb 1984 - May 2002
Full Profile

Sean Fritts Vienna, VA

Professions & Specialties

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

Experience & Education

Position:
Senior Loan Officer at McLean Mortgage Corporation
Title:
Senior Mortgage Banker
Location:
Vienna, Virginia
Industry:
Banking
Work history:
McLean Mortgage Corporation Senior Loan Officersince Jul 2010
Full Profile

Rongbing Liu Vienna, VA

Professions & Specialties

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

Experience & Education

Work

Company:
Matlab bloomberg spss
Member of the gwu innovation & entrepreneurship club (iec)
Company:
Goitsys technology co., ltd
Trader training
Full Profile

Ronald Edwards Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Information Technology Specialist • IT Specialist • Apprentice • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist • Systems Administrator • Computer Systems Administrator • Technical Communicator • Author

Experience & Education

Position:
Financial Analyst at Hewlett-Packard
Title:
Financial Analyst III at Hewlett-Packard
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
Hewlett-Packard Financial Analystsince May 2012Dell - Austin, Texas AreaIntern Sr. Graduate Financial Advisor, North America Public FP&AMay 2011 - Aug 2011
Full Profile

Daniele Yeonas Vienna, VA

Professions & Specialties

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

Experience & Education

Position:
Real Estate Agent - Residential and Commercial at Coldwell Banker Real Estate
Title:
Coldwell Banker Realtor focusing on Residential and Commercial Sales
Location:
Vienna, Virginia
Industry:
Real Estate
Work history:
Coldwell Banker Real Estate - 465 Maple Avenue West Vienna, VA 22180Real Estate Agent - Residential and Commercialsince Nov 2010
Skills:
Sellers, First Time Home Buyers, Short Sales, Real Estate, Residential Homes, Relocation, Condos,...
Full Profile

Michael Chen Washington, DC

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Loan Accountant • IT Specialist

Experience & Education

Position:
Commercial Mortgage Analyst at Wells Fargo
Title:
Commercial Mortgage Analyst at Wells Fargo GSE Asset Management
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Wells Fargo - Mclean, VACommercial Mortgage Analystsince Feb 2012GCE Federal - Reston, VAFinancial Management AnalystOct 2011 - Feb 2012
Full Profile

Dan Measell Washington, DC

Professions & Specialties

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

Experience & Education

Title:
Independent Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Mortgage Dynamics, Inc Co-President1988 - 2009Barrentine Lott & Associates - Vienna, VAEVP - ConsultingMar 1983 - Nov 1987
Skills:
Banking, Mortgage Banking, Credit, Mortgage Lending, Portfolio Management, Loans
Full Profile

Aaron Jones Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Counselor • Representative • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Partner at Avenue Wealth, Financial Services Professional at New York Life
Title:
Partner at Avenue Wealth
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Avenue Wealth - 8065 Leesburg Pike Suite 100 Vienna VA 22182Partnersince Jun 2009New York Life - Vienna, VA 22182Financial Services Professionalsince Mar 2006
Skills:
Financial Analysis, Retirement Planning, Estate Planning, 401k Rollovers, Multi-generational wealth ...
Full Profile

Benjamin Walker Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Member Service Representative • Advisor • Membership Advisor • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
HOME MORTGAGE CONSULTANT at Wells Fargo Home Mortgage
Title:
HOME MORTGAGE CONSULTANT at Wells Fargo Home Mortgage, NMLSR ID 939804
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
Wells Fargo Home Mortgage - ANNANDALE, VAHOME MORTGAGE CONSULTANTsince Jun 2012Bank-Fund Staff Federal Credit Union Member Service RepresentativeSep 2008 - Aug 2012
Full Profile

Jennifer Kim Washington, DC

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Advisor • Non-Profit • Sales Executive • Sales Manager • Lawyers

Experience & Education

Position:
Regional Banking Private Banker at Wells Fargo Advisors
Title:
Regional Banking Private Banker
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Herndon, VARegional Banking Private Bankersince Jan 2013PNC Investments Financial Consultant AssociateApr 2010 - Jan 2013
Languages:
Korean, Japanese
Full Profile

Farid Traore Washington, DC

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Certified Nurse Aide • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Licensed Real Estate Broker • Real Estate Manager • Real Estate Sales Agent • Training and Coaching Professional • Professional Development Teacher • Supporting Member • Team Member • Sales Representative • Market Research Analyst

Experience & Education

Position:
Personal Banker at Citi
Location:
Washington D.C. Metro Area
Industry:
Hospital & Health Care
Work history:
Citi - VirginiaPersonal Bankersince Jun 2013PNC - Oakton, vaFinancial ConsultantMay 2011 - Mar 2013
Full Profile

Ralph Jones Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Director • Chief Executive • Operations Manager

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage
Title:
Realtor
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - 465 Maple Avenue West, Vienna, VA 22180Realtorsince Apr 2012Patton Harris Rust & Associates Vice President, Regional Survey DirectorNov 1978 - Mar 2012
Full Profile

Frank Lim Washington, DC

Professions & Specialties

Portfolio Manager • Trader • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Vice President, Portfolio Manager & Trader at FCI Advisors
Title:
Portfolio Manager & Trader
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
FCI Advisors - Reston, VAVice President, Portfolio Manager & Tradersince Aug 2010Cardinal Financial Corp - Vienna, VAAVP, Portfolio ManagerMay 2007 - Aug 2010
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Faron Lamb Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Mortgage Banker at Homestead Funding Corp., Faron Lamb Mortgage Banker at Homestead Funding Corp.,...
Title:
Senior Loan Officer at Homestead Funding Corp.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Homestead Funding Corp. - 1577 Spring Hill Rd Suite 260 Fairfax, VA 22182Mortgage Bankersince Jan 2012Homestead Funding Corp. - 3998 Fair Ridge Drive Suit 125Faron Lamb Mortgage Bankersince Jul 2011
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Cody Nave Washington, DC

Professions & Specialties

Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Operations Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Analyst • Supporting Member • Team Member • Analysts

Experience & Education

Position:
Senior Manager, Card Partnerships at Capital One
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Capital One - McLean, VirginiaSenior Manager, Card Partnershipssince Jan 2012Dean Ventures - Vienna, VASenior AssociateApr 2008 - Feb 2012
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David Harrell Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services Inc. - Vienna, VaFinancial Advisorsince Aug 2005Morgan Stanley Financial AdvisorJul 2001 - Aug 2005
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Monique Mariani Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Person • Sales Representative • Psychologist • Independent Business Owners • Psychology Specialist

Experience & Education

Position:
Realtor at Keller Williams - Reston
Title:
Realtor at Keller Williams
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Keller Williams - Reston - Reston, VARealtorsince Jul 20131st Mariner Bank - Lansdowne, VASenior Mortgage BankerFeb 2012 - Jun 2013
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Michael Byard Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 8045 Leesburg Pike, Suite 500, Vienna, VA 22182Financial Advisorsince Apr 2009
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Michael Keyes Vienna, VA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Doctor of Medicine • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Services Professional at NYLIFE Securities
Title:
Financial Services Professional
Location:
Vienna, Virginia
Industry:
Insurance
Work history:
NYLIFE Securities - 8075 Leesburg Pike, Suite 200, Vienna, VA 22182Financial Services Professionalsince Jan 2012Sunrise Senior Living Director of Community RelationsMay 2009 - Dec 2011
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