Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Sales Agents in Matthews, NC

Find a professional & check records

Here is a complete list of nearly all experienced Financial Services Sales Agents nearby.

Be sure to search other neighborhoods near you to locate the names of more service providers.

The Trustoria Service Professional Directory helps everyone know the best service provider for their latest project.

149 results found

Thomas Hannah Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeSales AgentConsumer Goods ProfessionalClient Service OfficerCommodities ClerkCustomer ServiceDepartment Store SalespersonRetail ProfessionalRetail SalespersonHigh School DiplomaDatabase Administration ProfessionalDatabase AdministratorGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAthletesCourier

Experience & Education

Title:
Sales Consultant
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
Joseph Banks Company - Charlotte, North Carolina AreaSales RepresentativeSep 2011 - Jun 2013Paul Simon Clothing Company - Charlotte, North Carolina AreaSales Representative and SpecialistAug 2007 - Oct 2010
Skills:
Inside Sales, Sales Process, Account Management, Outside Sales, Sales, Cold Calling, Sales...

Geoff Kemble Charlotte, NC

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSecurityCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorManagerFinancial ManagerOperations Manager

Experience & Education

Position:
Financial Planner at Pruco Securities, LLC at Kemble Financial LLC
Title:
Financial Planner at Pruco Securities, LLC
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Kemble Financial LLC - 2501-A Plantation Center Dr. Matthews, NC 28105Financial Planner at Pruco Securities, LLCsince Nov 1999GE Plastics Distribution Sales Manager/Industry ManagerOct 1989 - Nov 1999

David Nash Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurConstructionManagersOwnerChief ExecutiveSales RepresentativeSales AgentConsumer Goods ProfessionalCommodities ClerkFinisherGrinding and Polishing WorkerCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Owner at NASH GLOCKWORKS, Sales Representative at Fireside Hearth & Home
Title:
Entrepreneur and Sales Professional
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
NASH GLOCKWORKS - Matthews, NCOwnersince Jul 2011Fireside Hearth & Home - Greater Charlotte AreaSales Representativesince Nov 1996
Skills:
Sales Management, Account Management, Sales, Negotiation, Team Building, Contract Negotiation,...
Certifications:
Certified Glock Armorer, Glock USA
Certfied DuraCoat Firearms Finisher, Lauer Weaponry

Jeanelle Doll Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Wellsfargo bank
Financial consultant
Company:
Wellsfargo bank
Senior financial analyst

Skills

Budget/Forecast Projections,Financial Reporting & Analysis,Database Management, Project Expense ...

Nicole Fincher Matthews, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerConsumer Goods ProfessionalClient Service OfficerCommodities ClerkControllerHuman Resources SpecialistRecruitmentCustomer Service

Experience & Education

Position:
Accounting Manager at Clift Industries, Inc.
Location:
Matthews, North Carolina
Industry:
Consumer Goods
Work history:
Clift Industries, Inc. Accounting Managersince Nov 2011Myers and Chapman, Inc. ControllerMay 2005 - Aug 2010

Adam Mccullough Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterOperations Manager

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
The hartford insurance group - Charlotte, NC
Select customer new business underwriter

Michael Moffitt Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersBachelor of Science

Experience & Education

Work

Company:
Reliance first capital
Mortgage banker
Company:
Security choice
Top three sales conversion

Cleveland Jenkins Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentOwnerSales ManagerSales DirectorChief ExecutiveSales RepresentativeSales AgentBachelor of Science

Experience & Education

Work

Company:
Outreach management services
Finance officer
Company:
Fifth third bank - Charlotte, NC
Small business banker

Myrna Velez Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerCounselorCoordinatorBusiness AdministratorAnalystsAdvisorManagersComputer SpecialistCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Bank of america
Personal banker - albemarle road branch
Company:
Bank of america - Charlotte, NC
Mortgage servicing specialist ii

Jennifer Bacher Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerSign ArtistPainterCommunity Service ManagerEntertainment ProfessionalEntertainerSwim InstructorSports Game CoachInstructorPedagogueProgram AssistantAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportCounselorLeaderAdvisorManagersBachelor of Fine ArtsGovernment Administration ProfessionalGraphic Design SpecialistGraphic Designer

Experience & Education

Position:
Director of Youth & Family Ministries at Cross and Crown Lutheran Church
Location:
Charlotte, North Carolina Area
Industry:
Religious Institutions
Work history:
Cross and Crown Lutheran Church - Matthews, NCDirector of Youth & Family Ministriessince Aug 2013Trader Joe's Sign ArtistDec 2010 - Jul 2013
Languages:
Spanish

Michelle Jones Matthews, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCoordinatorManagers

Experience & Education

Work

Company:
Fifth third bank
Financial services representative
Company:
T.rowe price - Owings Mills, MD
Retirement plan coordinator

Tommy Dinkins Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentUnderwriterManagers

Experience & Education

Work

Company:
First national bank alaska - Anchorage, AK
Underwriter
Company:
First national bank alaska
Personal banker

Dewey Moses Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCashier SupervisorConsumer Goods ProfessionalCashier ClerkCashierCommodities ClerkBusiness AdministratorBusiness ManagerAccount ManagerOperations Manager

Experience & Education

Title:
Experienced Retail Operations, Category Manager, Account and Business Management
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
Pepperidge Farm - Charlotte, NCAccount ManagerFeb 2013 - May 2013Sellethics Marketing Group - Charlotte, North Carolina AreaBusiness ManagerJan 2012 - Jan 2013
Skills:
Grocery, IRI, AC Nielsen, Income Statement, National Accounts, Direct Store Delivery, Spectra,...

Melvin Cordova Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentHigh School DiplomaFood PreparerFood Preparation WorkerSales ExecutiveSales Manager

Experience & Education

Work

Company:
Bank of america - Monroe, NC
Personal banker
Company:
Bank of america - Knoxville, TN
Personal banker

Skills

Strong Financial/banking skills

Carlos Aheran Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorAdvisorOperations Manager

Experience & Education

Work

Company:
Woodforest bank
Retail banker
Company:
Wells fargo nbbc - Charlotte, NC
Business phone banker

Christopher Wallace Charlotte, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient Service Officer

Experience & Education

Position:
Employee at Royal Brass and Hose
Title:
Financial Services Professional
Location:
Charlotte, North Carolina Area
Work history:
Royal Brass and Hose - 1332 Industrial Drive Matthews, NC 28106Employeesince Jul 2011
Skills:
Customer Service, Leadership

Karen Pittman Matthews, NC

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerRetail ProfessionalRetail SalespersonCustomer Service

Experience & Education

Work

Company:
Touch of elegance - Newport News, VA
Event decorator
Company:
Wachovia bank - Poquoson, VA
Bank teller

Christopher Brady Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Wyndham capital mortgage
Lending tree president's club member
Company:
Wyndham capital mortgage
Mortgage banker

Meloney Walker Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorManagersGeneral Medical Care SpecialistHospital Care ProfessionalMedicine ProfessionalHealthcare PractitionerHealth ProfessionalHealth PractitionerTeam LeaderOperations ManagerMaster of Education

Experience & Education

Position:
Financial Coordinator at Fresenius Medical
Title:
Financial Coordinator
Location:
Matthews, North Carolina
Industry:
Hospital & Health Care
Work history:
Fresenius Medical - Freseniius MedicalFinancial Coordinatorsince Oct 2009Presbyterian Hospital - Presbyterian Hospital\Med AssistFinancial CounselorJun 2008 - May 2009

Anne Marie Cale Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsConsumer Goods ProfessionalCommodities ClerkCoordinatorManagers

Experience & Education

Title:
Operations Manager at Bella Tunno
Location:
Charlotte, North Carolina
Industry:
Consumer Goods
Work history:
Bella Tunno - Matthews, NCOperations ManagerMar 2012 - Mar 2013Structures Building Company - Charleston, South Carolina AreaProduction CoordinatorMay 2010 - Oct 2011

Colby Ammons Rock Hill, SC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagers

Experience & Education

Position:
Personal Banker at Wells Fargo
Location:
Rock Hill, South Carolina
Industry:
Banking
Work history:
Wells Fargo - Rock Hill, SCPersonal Bankersince Sep 2012Best Buy - Matthews, NCSupervisorApr 2010 - Sep 2012

Jon Teague Charlotte, NC

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlannerPoliceArea ManagerManagersSingerSong LyricistLyricistPoetAuthorRegion ManagerSales Manager

Experience & Education

Position:
Merchandise Financial Planner at Family Dollar
Title:
Merchandise Planner at Family Dollar
Location:
Charlotte, North Carolina Area
Industry:
Retail
Work history:
Family Dollar - Matthews, NCMerchandise Financial Plannersince Sep 2007Rack Room Shoes Merchandise Financial PlannerJan 1999 - Jul 2007

Marcus Burns Charlotte, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentCounter ManagerSales RepresentativeOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Phone Banker at Wells Fargo
Location:
Charlotte, North Carolina
Industry:
Banking
Work history:
Wells Fargo - Charlotte, North Carolina AreaPhone Bankersince May 2011Fifth Third Bank - Matthews, NCCustomer Service Manager2005 - 2010

Robert Tilson Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerCustomer ServiceBusiness AdministratorArea ManagerManagersFinancial ManagerRegion ManagerOperations Manager

Experience & Education

Work

Company:
Merrill lynch bank of america
Financial advisor
Company:
M&i bank fsb (bmo haris bank) - Charlotte, NC
Account executive

Skills

Series 7 and 66, NC and SC Life, Health, LTC, CSNA, CRPS* (Aug 12 expect) CFP coursework

Mac Musselwhite Matthews, NC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagerOperations ManagerAnalystAnalystsProject ManagersResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
Represented fidelity investments, mass mutual, lincoln financial, wells fargo
Retirement education consultant
Company:
Comsys for tiaa-cref - Charlotte, NC
Marketing execution manager

James Sedotto Matthews, NC

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalRelationship CounselorPsychology SpecialistChief Executive

Experience & Education

Work

Company:
Wells fargo advisors
Financial relationship counselor
Company:
Wachovia/wells fargo
Licensed financial specialist

Brian Blackmore Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersAgentSales Representative

Experience & Education

Work

Company:
Wells fargo bank - Charlotte, NC
Business banker - southeast florida market
Company:
New york life insurance company - Charlotte, NC
Financial service professional / licensed agent

Skills

Series 6, Series 63, Life and Health insurance licenses, Long term care and Medicare Supplement...

Stephen Albritton Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorTeam MemberSales RepresentativeOperations Manager

Experience & Education

Work

Company:
Pnc-investments
Financial advisor
Company:
Td ameritrade - Charlotte, NC
Investment consultant

Jill Zaharis Matthews, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Scentsy & Velata Star Consultant at Scentsy, Inc.
Location:
Matthews, North Carolina
Industry:
Consumer Goods
Work history:
Scentsy, Inc. Scentsy & Velata Star ConsultantScentsy Wickless Candles Independant Lead Consultant2009 - 2011

Laquinta Furlow Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
City of charlotte
Customer service representative
Company:
Wells fargo bank
Small business personal banker

Skills

Strong ability to plan, forecast, set goals, implement solutions. Proven managerial, supervisory,...

Rose Young Charlotte, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerConsumer Goods ProfessionalCommodities ClerkCustomer Service

Experience & Education

Position:
Customer Service Representative at AEP Industries
Location:
Charlotte, North Carolina Area
Industry:
Consumer Goods
Work history:
AEP Industries - Matthews, NCCustomer Service Representativesince Apr 2010Immedia Customer Account SpecialistNov 2005 - Aug 2008

G. Deshields Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorAdvisorContractorAgentSales RepresentativeIndependent Business Owners

Experience & Education

Work

Company:
Capstone financial planning, inc
Self-employed financial advisor and investment advisor
Company:
Consolidated planning inc - Charlotte, NC
Financial advisor and agent for guardian agency in north and south carolina

Adrian Salas Matthews, NC

Professions & Specialties

Vault TellerBank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentTeller SupervisorSupervisors

Experience & Education

Work

Company:
Prosperity bank - Lubbock, TX
Teller supervisor
Company:
City bank (texas) - Lubbock, TX
Vault teller

Skills

Attention to Detail, Banking Software, Cash Handling Experience, Microsoft Word Programs,...

Sebastian Sadovsky Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistManagerOperations ManagerCustomer Service

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Derivatives
Documentation manager

Skills

Fluent in Portuguese and Spanish

Caitlin Gilman Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Ubs financial services
Financial advisor
Company:
Wells fargo advisors - Charlotte, NC
Financial advisor level ii

Timothy Ryan Matthews, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice President of FinanceSenior ManagerVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Trupoint partners
Vp of finance, operations & administration
Company:
The siegfried group - Charlotte, NC
Senior manager & financial consultant

Alphonso Jones Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentKeypunch OperatorComputer Operator SpecialistTechnical SpecialistTechnical Support SpecialistsChief Executive

Experience & Education

Work

Company:
Allied barton
Console operator
Company:
Wells fargo - Charlotte, NC
Phone banker/sales

Harry Fleck Matthews, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveClerical Specialist

Experience & Education

Work

Company:
Bank south - Atlanta, GA
Trader / assistant vice president
Company:
Trust company bank - Atlanta, GA
Trader

Jackie Carney Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeOwnerChief Executive

Experience & Education

Work

Company:
Wells fargo
Personal banker ii
Company:
United homes realty - Charlotte, NC
Broker in charge/owner

Michele Smith Matthews, NC

Professions & Specialties

Financial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersMarketing Manager

Experience & Education

Work

Company:
Fifth third bank - Charlotte, NC
Financial center manager/avp
Company:
Bb&t - Charlotte, NC
Financial center leader

Bob Jenkins Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerChief ExecutiveSales Representative

Experience & Education

Work

Company:
Accenture credit services
Underwriting team lead ii
Company:
Fairway independent mortgage - Charlotte, NC
Mortgage banker

Jarod Bailey Matthews, NC

Professions & Specialties

Financial ConsultantLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersVice PresidentManagerChief ExecutiveOperations ManagerMarketing ManagerCounselorAdvisorBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Hb financial resources ltd
Vice president/financial consultant
Company:
Old south mortgage - Charlotte, NC
Senior loan officer/branch manager

Phil Van Reen Matthews, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentTerritory Sales ManagerRegion ManagerSales AgentConsumer Goods ProfessionalSales RepresentativeCommodities ClerkArea ManagerManagers

Experience & Education

Position:
District Sales Agent at Ti Sento Milano
Title:
District Sales Manager at Ti Sento Milano
Location:
Matthews, North Carolina
Industry:
Consumer Goods
Work history:
Ti Sento Milano District Sales Agentsince Dec 2012

Carlos Guaman Matthews, NC

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentProfessional HandymanSkilled ProfessionalClerical SpecialistSales Representative

Experience & Education

Work

Company:
Branch banking and trust - Waxhaw, NC
Bank teller
Company:
Regal housefitters - Mint Hill, NC
Handyman assistant

Skills

Database Design and Implementation, Intermediate Experience with SQL and SAS data mining program

Kent Bailey Matthews, NC

Professions & Specialties

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

Experience & Education

Work

Company:
Coldwell banker united
Licensed real estate broker - realtor
Company:
Max elite - Matthews, NC
Licensed real estate broker - realtor

T H Matthews, NC

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Actively trade s&p, nasdaq and nyse equity markets - Charlotte, NC
Hedge fund trader
Company:
Bank of america - Charlotte, NC
Consultant

Beth Davis Matthews, NC

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerAnalystAnalystsCustomer Service

Experience & Education

Work

Company:
Fifth third bank
Funder/closer
Company:
Pinnacle services & consulting - Charlotte, NC
Customer service specialist/quality control analyst

Jill Owings Matthews, NC

Professions & Specialties

Financial AdviserFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonVice PresidentChief Executive

Experience & Education

Work

Company:
Concrete building solutions, llc
Owner, president
Company:
American express financial advisers - Minneapolis, MN
Financial adviser through vice president

Henry Stamps Matthews, NC

Professions & Specialties

Day TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations Manager

Experience & Education

Work

Company:
Stock day trader
Company:
Verizon wireless - Charlotte, NC
South area network manager - contract

Kimberly Allen Matthews, NC

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Gach & nolen, pllc
Administrative assistant
Company:
First citizens bank - Charlotte, NC
Banker assistant ii



Financial Services Sales Agents near Matthews, NC03,3996,79810,19713,59616,995CharlotteRock HillFort MillMonroeWaxhawLancasterHarrisburgPinevilleWingateMidland