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Financial Services Sales Agents in Maryland

Financial Services Sales Agents in Bethesda, MD

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249 results found

Randy Fansler Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Construction • Investor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Loan Accountant • Psychologist • Operations Manager • Vice President • Chief Executive • Sales Representative • Psychology Specialist

Experience & Education

Position:
Sr. Staff Associate at Econometrica Inc
Title:
at Econometrica Inc
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Econometrica Inc - Bethesda, MDSr. Staff Associatesince Sep 2010American Bank Mortgage BankerJan 2009 - May 2011
Full Profile

Marylue Ma Bethesda, MD

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Interpreter • Coordinator • Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Language Specialist • Speaker • Business Administrator • Contractor • Spokesperson • Representative • Master of Business Administration • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Project Managers • Chief Executive • Management Team Executive • Operations Manager • Language Teacher

Experience & Education

Position:
Financial Specialist at FI Consulting
Title:
Project Mgmt focusing on Financial Analysis /Accounting; Global Liaison; Business Interpreter (Mandarin Chinese)
Location:
Washington, District Of Columbia
Industry:
Accounting
Work history:
FI Consulting Financial Specialistsince Nov 2012RADIUS - the global travel company - Bethesda, MDProduct Management CoordinatorAug 2011 - Mar 2012
Languages:
Chinese
Full Profile

Alexi Mavrellis Bethesda, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Representative • Construction • Client Service Officer • Sales Support • Consumer Goods Professional • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Commodities Clerk • Juris Doctor • Performer • Operations Manager • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Bethesda, Maryland
Industry:
Financial Services
Work history:
TD Ameritrade - Bethesda, MDInvestment Consultantsince Apr 2012Edward Jones - Scottsdale, AZFinancial AdvisorNov 2009 - Aug 2012
Certifications:
Series 7 - General Securities Representative, Financial Industry Regulatory Authority (FINRA)
Series 66 - Uniform Combined State Law Examination, North American Securities Administrators Association ( NASAA)
Full Profile

John Spahn Bethesda, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance Professional • Underwriter • Agent • Sales Representative • Client Service Officer • Senior Customer Service Representative • Sports Announcer • Commercial Announcer • Presenter • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Customer Service

Experience & Education

Position:
Financial Services Professional at NYLIFE Securities LLC
Title:
Insurance Professional at New York Life Insurance Company
Location:
Bethesda, Maryland
Industry:
Insurance
Work history:
NYLIFE Securities LLC - 6901 Rockledge Drive, Suite 800, Bethesda, Maryland 20817Financial Services Professionalsince Mar 2012New York Life Insurance Company - 6901 Rockledge Drive, Suite 800, Bethesda, Maryland 20817AgentJun 2010 - Mar 2012
Full Profile

Andrew Perlin Bethesda, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Nurse • Nurse Practitioner • Document Reviewer • Lawyers • Entertainer

Experience & Education

Position:
Financial Advisor at First Financial Group
Location:
Bethesda, Maryland
Industry:
Financial Services
Work history:
First Financial Group Financial Advisorsince Jun 2009Pat Taylor & Associates - Washington, DCManaging DirectorNov 2007 - Jun 2009
Skills:
Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Cash Flow, Fixed...
Full Profile

Debbie Werden Washington, DC

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Manager • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Supporting Member • Non-Profit • Team Member • Lawyers

Experience & Education

Position:
Associate Director of Finance at Achieving the Dream, Inc.
Location:
Washington D.C. Metro Area
Industry:
Accounting
Work history:
Achieving the Dream, Inc. - Silver Spring, MDAssociate Director of Financesince Jan 2012Carl M. Freeman Foundation and Joshua M. Freeman Foundation - Olney, MDAccounting ManagerFeb 2010 - Jan 2012
Full Profile

Dennis Windley Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Advisor at Mutual of Omaha
Title:
Insurance Advisor at Mutual of Omaha
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Bethesda, MDAdvisorsince Mar 2013Capitol Management Group, LLC - Washington, DCCEOApr 2010 - Feb 2013
Skills:
Government Contracting, Management Consulting, Project Planning, Strategic Planning, Long Term Care ...
Full Profile

Alex Sutton Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Technical Specialist • Security • Technical Support Specialists • Systems Administrator • Java Developer • Computer Network Consultant • Computer Systems Administrator • Software Developer • Software Developers • Computer Consultant • IT Consultant • Parodist • Impersonator

Experience & Education

Position:
Member of Technical Staff at RioRey, Inc., System Administrator at ePrise Inc.
Title:
MTS at RioRey, Inc. || System Admin at ePrise, Inc.
Location:
Washington D.C. Metro Area
Industry:
Computer Networking
Work history:
RioRey, Inc. - Bethesda, MDMember of Technical Staffsince Jan 2008EPrise Inc. - Bethesda, MDSystem Administratorsince Jan 2008
Skills:
Linux, Unix, Python, Java, Bash, Cloud Computing, SQL, Security, MySQL, Eclipse, TCP/IP, Windows...
Full Profile

Mike Jones Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Banker • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Recruitment

Experience & Education

Title:
.Health Insurance, Life Insurance, Impaired Risk Specialist
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Rotary Club of Mount Vernon PresidentMar 2011 - Jun 2013New York Life Insurance Company - Bethesda MdFinancial Services ProfessionalApr 2011 - Jul 2012
Full Profile

Raj Purohit Bethesda, MD

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Founder • Chairperson • Founding Member • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Operations Manager • Corporate Executive • Defense Attorney • Lawyers

Experience & Education

Position:
Commercial and Residential Realtor at Coldwell Banker Residential Brokerage, Founder and President...
Title:
Commercial and Residential Realtor
Location:
Bethesda, Maryland
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Bethesda, mdCommercial and Residential Realtorsince May 2013GS&T Founder and Presidentsince Jan 2008
Skills:
Social Media, Real Estate, Crisis Management, Foreign Policy, Human Rights, International Law,...
Full Profile

Craig Mays Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Sr Financial Analyst at OCM Inc,
Location:
Washington D.C. Metro Area
Industry:
Consumer Goods
Work history:
OCM Inc, - Bethesda, MDSr Financial Analystsince Aug 2012Investorplace Media - Rockville, MDManager of Financial Analysis and TreasuryNov 2006 - Jul 2011
Skills:
Budgeting, Forecasting, P&L, Cash Management, Financial Reporting, Financial Analysis, Pricing, ...
Full Profile

Thomas Hasny Bethesda, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Leasing Agent • Leasing Property Manager • Licensed Real Estate Broker • Leasing Professional • Property Manager • Real Estate Manager • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service • Student Worker

Experience & Education

Work

Company:
Navy federal financial group
Financial services representative
Company:
New york life insurance company - Bethesda, MD
Registered representative

Skills

-Windows XP Pro & Vista, Word, Excel, PowerPoint, Access, Lotus, NETX 360, Datavision, Argus,...
Full Profile

George Peacock Washington, DC

Professions & Specialties

Portfolio Manager • Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Partner • Vice President • Manager • Chief Executive • Financial Manager • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Principal at Euclid Investment Advisory
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Work history:
Euclid Investment Advisory - Bethesda, MDPrincipalsince Nov 2008U.S Trust / Bank of America Private Bank - Washington, DCVice PresidentMay 2005 - Sep 2008
Full Profile

Plarent Sinamati Bethesda, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Work

Company:
Wal-mart stores inc - Grantsville, UT
Logistic supply chain manager
Company:
Fidelity investments - Salt Lake City, UT
Financial services representative

Skills

Microsoft Suite with extensive experience with Pivot Table, Macros, SharePoint, Access
Full Profile

Phil Weiner Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Co-Founder • Vice President of Sales • Chairperson • Director of Business Development • Technology Director • Corporate Executive • Chief Executive • Founding Member • Vice President • Business Development Manager • Operations Manager • Technology Manager • Technical Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
CEO and Founder at Earth Starter
Title:
Turning Consumers Into Producers
Location:
Washington D.C. Metro Area
Industry:
Consumer Goods
Work history:
Earth Starter - Washington, DCCEO and Foundersince Nov 2011Nimobus - Bethesda, MDPresident & Vice President of SalesOct 2012 - 2012
Full Profile

Julie Painter Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Personal Secretary • Coordinator • Office Clerk • Clerical Specialist • Managers • Chairman of the Board • Chairperson • Chief Executive • Consumer Goods Professional • Commodities Clerk • Immunologist • Secretary • Physician • Non-Profit • Corporate Executive • Operations Manager • Biologist • Biological Scientist • IT Specialist • Recruitment

Experience & Education

Position:
Sr. Executive/Personal Assistant to Retired Executive Chairman of the Board at Stanley Black &...
Location:
Washington D.C. Metro Area
Industry:
Consumer Goods
Work history:
Stanley Black & Decker , Inc. - Bethesda, MDSr. Executive/Personal Assistant to Retired Executive Chairman of the Boardsince Sep 2011Human Genome Sciences Immunology Marketing Department CoordinatorMar 2010 - Sep 2011
Full Profile

Christopher Carr Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Bachelor of Science • Computer Software Professional • Network Systems Administrator • Computer Network Professional • Network Administrator • Database Administration Professional • Database Administrator • Software Developers • Student Worker • Employee Placement Specialist • Recruitment • Market Research Analyst

Experience & Education

Position:
Internal Sales Associate at ProFund Advisors LLC
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
ProFund Advisors LLC - Bethesda, MDInternal Sales Associatesince Mar 2013Merrill Lynch Wealth Management Financial AdvisorJun 2011 - Feb 2013
Skills:
Series 7, Series 66
Full Profile

Greta Hsu Bethesda, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Stock Broker • Capital Markets Professional • Master of Science • Bachelor of Business Administration • Student Worker • Survey Researcher

Experience & Education

Work

Company:
Acacia financial advisors, llc
Financial advisor
Company:
Acacia financial advisors, llc
Business development assistant
Full Profile

Kevin Lynch Bethesda, MD

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Owner • Chief Executive • Marketing Manager • Bachelor of Science

Experience & Education

Work

Company:
Seadog trading llc
President-ceo
Company:
Seadog trading llc - Rockville, MD
Senior mortgage banker
Full Profile

Peggy Bresler Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Doctor of Medicine • Journalism Professor • Communication and Writing Professor • Communication and Writing Professors

Experience & Education

Position:
Realtor at Coldwell Banker Residential Brokerage
Title:
Realtor, Coldwell Banker Residential Brokerage
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Bethesda, MDRealtorsince Jun 2010LCWS Professor of PhotojournalismJan 2002 - 2012
Languages:
French
Full Profile

Allen Ho Bethesda, MD

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • Surgeon • Surgical Specialist • Researcher • Survey Researcher • Hospital Care Professional • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Head & Neck Surgery Fellow
Location:
United States
Industry:
Hospital & Health Care
Work history:
National Institutes of Health - Bethesda, MDHHMI-NIH Research FellowJun 2003 - Jul 2004JP Morgan Investment Banking AnalystJul 2000 - Jul 2001
Skills:
Clinical Research, Cancer, Genetics, Healthcare, Hospitals, Medical Devices, Data Analysis,...
Languages:
Chinese
Certifications:
Board Certification, Otolaryngology-Head and Neck Surgery, American Board of Otolaryngology
New York Medical License, State of New York
Full Profile

Kyle Richards Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Partner • Chief Executive • Buyer and Seller • Sales Representative • Advisor

Experience & Education

Position:
Partner at The Smart Living Team - Coldwell Banker Residential Brokerage, Realtor at Coldwell...
Title:
Realtor, Residential Specialist at Coldwell Banker Residential Brokerage
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
The Smart Living Team - Coldwell Banker Residential Brokerage - Bethesda, MDPartnersince Nov 2012Coldwell Banker Residential Brokerage Realtorsince 2003
Skills:
Buyer Representation, Short Sales, First Time Home Buyers, Sellers, Investment Properties, Previews ...
Languages:
Spanish, French
Full Profile

Juan Alcalde Bethesda, MD

Professions & Specialties

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

Experience & Education

Work

Company:
Vng llc
Financial consultant
Company:
Crown agents, usa - Washington, DC
Senior project accountant
Full Profile

Alexander Parris Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager

Experience & Education

Position:
President - Financial Advisor at Financial Securities Services, LLC (Sole Proprietorship)
Title:
Financial Advisor, focusing on retirement solutions. Optimistic by nature, defensive by strategy!
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Financial Securities Services, LLC - 600 E. Jefferson St., Suite 312 Rockville, MDPresident - Financial Advisorsince Jan 2009H&R Block Financial - Rockville, MDFinancial AdvisorSep 2004 - Jan 2009
Skills:
Tax, Investment Management, Wealth Management, Retirement, Financial Advisory, Small Business,...
Full Profile

Steffon Peters Bethesda, MD

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bank of america - Bethesda, MD
Personal financial specialist
Full Profile

Ricardo Leyva Washington, DC

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Technical Support Specialist • Information Technology Specialist • Systems Support Specialist • Support Specialists • IT Specialist • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Customer Service • Advisor • Contractor • Systems Administrator • Computer Systems Administrator • Data Scientist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Information Technology Helpdesk Coordinator at Teaching Strategies, LLC
Title:
IT Helpdesk Coordinator at Teaching Strategies, Inc.
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
Teaching Strategies, LLC - Bethesda, MDInformation Technology Helpdesk Coordinatorsince Mar 2012Wells Fargo - Washington D.C. Metro AreaBank TellerJan 2010 - Mar 2012
Languages:
Spanish
Full Profile

Glen Jackson Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Financial Advisor at H. Beck, Practice Management Specialist at H. Beck Inc.
Title:
Financial Advisor at H. Beck
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
H. Beck - Bethesda, MDFinancial Advisorsince Nov 2003H. Beck Inc. - Bethesda, MDPractice Management Specialistsince Nov 2003
Full Profile

Aleigha Ginyard Rockville, MD

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Sales Executive • Sales Manager • Lobby Attendant • Psychology Specialist

Experience & Education

Work

Company:
Pnc bank
Teller
Company:
Pnc bank - Rockville, MD
Financial consultant
Full Profile

Gautam Gupta Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Business Administrator • Management Analyst • Analysts • Chief Information Officer • Manager • Operations Manager • Technology Director • Technology Manager • Technical Managers • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist

Experience & Education

Title:
Experienced Management Consultant at DMI (Digital Management, Inc.)
Location:
Washington D.C. Metro Area
Industry:
Information Technology and Services
Work history:
DMI (Digital Management, Inc.) - Bethesda, MDManagement ConsultantSep 2008 - Feb 2013Merrill Lynch - Frederick, MDFinancial Advisor Trainee2007 - 2007
Full Profile

Ken Storck Washington, DC

Professions & Specialties

Banker • Mortgage Loan Officer • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Customer Service • Client Service Officer

Experience & Education

Position:
Mortgage Banker at Sandy Spring Mortgage
Location:
Washington D.C. Metro Area
Industry:
Banking
Work history:
Sandy Spring Mortgage Mortgage Bankersince Feb 2007Fed Funding Mortgage Corporation - Bethesda, MDMortgage Loan OfficeJan 1994 - Jun 2006
Full Profile

Kwame Joseph Bethesda, MD

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Floor Associate • Sales Executive • Retail Professional • Retail Salesperson • Doctor of Medicine • Internet Manager • Managers • Financial Director • Sales Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Real Estate Sale Associate at Coldwell Banker Residential Brokerage
Title:
Real Estate Sales Associate "Professional and Trusted"
Location:
Chevy Chase, Maryland
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage Real Estate Sale Associatesince Jun 2012Ourisman Honda of Bethesda - Bethesda, MDNew/Used Sales, Internet Manager and Finance ManagerJun 2007 - Nov 2011
Full Profile

Gregory Matthews Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP - Branch Manager at Charles Schwab
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Charles Schwab - Bethesda, MDVP - Branch Managersince Jun 1995Ameriprise Financial Services, Inc. Financial AdvisorJan 1993 - May 1995
Full Profile

Jeff Grodsky Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Vice President and Principal at American Capital Investments Group, Inc. (ACI Group)
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
American Capital Investments Group, Inc. (ACI Group) - Chevy Chase, MDVice President and Principalsince Jun 2012AFC Asset Management Services, Inc. Financial AdvisorJul 2000 - Jun 2012
Full Profile

Kelly Schwaberow Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Chief Brand Officer • Manager • Marketing Manager • Chief Executive • Operations Manager • Project Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Athletes • Leader • Coordinator • Project Manager • Managers • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Field Marketing Specialist at Red Bull
Location:
Washington D.C. Metro Area
Industry:
Consumer Goods
Work history:
Red Bull - Washington D.C. Metro AreaField Marketing Specialistsince Oct 2012Honest Tea - Bethesda, MDNational Field Marketing CoordinatorApr 2010 - Sep 2012
Full Profile

Josh Monk Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Master of Science • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at SunTrust Investment Services
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
SunTrust Investment Services - Washington, DCFinancial Advisorsince Apr 2013ProShare Advisors, LLC - Bethesda, MDInternal WholesalerAug 2011 - Apr 2013
Full Profile

Frank Spellman Bethesda, MD

Professions & Specialties

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

Experience & Education

Title:
Road Warrior at Honest Tea
Location:
Bethesda, Maryland
Industry:
Consumer Goods
Work history:
Honest Tea - Bethesda, MDRoad WarriorMay 2012 - Sep 2012Whirl Time Records Chief Financial OfficerJun 2011 - Nov 2011
Full Profile

Eileen Cole Bethesda, MD

Professions & Specialties

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

Experience & Education

Position:
V.P. at Wells Fargo Private Bank
Title:
Private Mortgage Banker NMLSR ID # 745741
Location:
Bethesda, Maryland
Industry:
Financial Services
Work history:
Wells Fargo Private Bank V.P.Wells Fargo Private BankerNov 2010 - Jan 2013
Full Profile

Elizabeth Elger 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 The Capitol Bay Group at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
The Capitol Bay Group at Morgan Stanley - Bethesda, MDFinancial Advisorsince Jul 2012
Full Profile

Nick Dourian Washington, DC

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Managers

Experience & Education

Position:
Senior Loan Officer at Fitzgerald Financial, a Divsion of Monarch Bank
Title:
Senior Mortgage Banker at FitzGerald Financial, a Divsion of Monarch Bank
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Fitzgerald Financial, a Divsion of Monarch Bank - Rockville, MDSenior Loan Officersince Jan 2012MetLife Relationship ManagerFeb 2006 - Jan 2012
Full Profile

Christopher Talbert Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Assistant Vice President • Chief Executive • Advisor • Representative • School Principal • School Administrator • Educational Manager • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor, Vice President at Burke and Herbert Wealth Management
Title:
Vice President at Burke and Herbert Wealth Management
Location:
Mclean, Virginia
Industry:
Financial Services
Work history:
Burke and Herbert Wealth Management - Mclean, VaWealth Advisor, Vice Presidentsince Jun 2012Capital One Financial Advisors - Washington, DCFinancial Advisor, Assistant Vice PresidentMar 2009 - Jun 2012
Skills:
Retirement Planning, Insurance Planning, Investments, Estate Tax Planning, Wealth Management,...
Full Profile

Kurt Boysen Washington, DC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
Property / Auto Broker at All America Auto Transport
Location:
Washington D.C. Metro Area
Industry:
Transportation/Trucking/Railroad
Work history:
All America Auto Transport - Bethesda, MDProperty / Auto Brokersince Apr 1995Primerica Financial Services - Springfield, VAFinancial ConsultantJun 1993 - Sep 1995
Full Profile

Jennifer Watt Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Real Estate Sales Agent

Experience & Education

Position:
Financial Services Professional at New York Life
Title:
Financial Services Professional at New York Life New York Life
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
New York Life Financial Services Professionalsince 2001The McCormick Group - Arlington, VAExecutive Search Consultant1992 - 2001
Full Profile

Morgan Hatten Washington, DC

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Timothy M. Heidenberg, CFP® at Ameriprise...
Title:
Associate Financial Advisor with the practice of Timothy M. Heidenberg, CFP®
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 5550 Sterrett Pl, Columbia, MD (410) 997-0042Associate Financial Advisor with the practice of Timothy M. Heidenberg, CFP®since Aug 2013Morgan Stanley Smith Barney - Bethesda, MDFinancial AdvisorAug 2011 - Aug 2013
Full Profile

Andrew Gibson Washington, DC

Professions & Specialties

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

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. - Bethesda, MDFinancial Advisorsince Jan 2011Ameriprise Financial Services, Inc. - Glen Echo, MDAssociate Financial AdvisorAug 2008 - Jan 2011
Full Profile

Jeff Foster Washington, DC

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Chairperson • Chief Executive • Operations Manager • Sales Manager • Sales Representative • Sales Executive • Team Member

Experience & Education

Position:
Broker Associate at Coldwell Banker
Location:
Washington D.C. Metro Area
Industry:
Real Estate
Work history:
Coldwell Banker - 10220 River Road Potomac, Maryland 20854Broker Associatesince Mar 2008Jeff Foster & Associates, Inc. - 4601 N Park Avenue Chevy Chase, Maryland 20815PresidentJan 1987 - Apr 2007
Skills:
Investment Properties, Real Estate, Buyer Representation, First Time Home Buyers, Single Family...
Full Profile

Jingxiu Forney Washington, DC

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Support Manager • Counselor • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Engineer • Engineering Specialist

Experience & Education

Title:
Active Trader in Financial Markets
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Bank of America - Bethesda, MDVP, Business Support Manager, Change(Project) ConsultantJun 2009 - Feb 2012Philips Semiconductors Project Design EngineerJan 2001 - Aug 2006
Languages:
Chinese
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Kyle Pollock Washington, DC

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent • IT Specialist

Experience & Education

Position:
Regional Marketing Consultant at Calvert Investments
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Calvert Investments - Bethesda, MDRegional Marketing Consultantsince Apr 2013PNC Investments - Oakton, VAFinancial SpecialistSep 2012 - Apr 2013
Certifications:
Series 7, FINRA
Series 66, FINRA
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Glenn Abrams Washington, DC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Analyst • Software Developers

Experience & Education

Position:
Independent Insurance and Financial Professional at Tarkenton Financial, Attorney at Special...
Title:
Attorney and Financial Services Professional
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Tarkenton Financial - Rockville, MDIndependent Insurance and Financial Professionalsince Apr 2012Special Counsel, Inc. Attorneysince Sep 2011
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Jesse Liu Bethesda, MD

Professions & Specialties

Investment Banking Analyst • Banker • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Bookkeeper

Experience & Education

Position:
Principal at Arlington Capital Partners
Location:
Chevy Chase, Maryland
Industry:
Venture Capital & Private Equity
Work history:
Arlington Capital Partners Principalsince 2003Citi - New York, NYInvestment Banking AnalystJul 2001 - Jul 2003
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Gregory Oldoerp Bethesda, MD

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Service Advisor at MassMutual Financial Group, Financial Advisor at NYLIFE Securities LLC
Title:
Financial Services Professional at MassMutual Financial Group
Location:
Bethesda, Maryland
Industry:
Financial Services
Work history:
MassMutual Financial Group Financial Service Advisorsince Apr 2013NYLIFE Securities LLC - Bethesda, MDFinancial Advisorsince Jul 2010
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Financial Services Sales Agents near Bethesda, MD04,4078,81413,22117,62822,035WashingtonArlingtonRockvilleSilver SpringMc LeanKensingtonGlen EchoCabin John