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Financial Specialists in Appleton, WI

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10 results found

Jon Richard Appleton, WI

Professions & Specialties

Financial AdviserFinancial Services ProfessionalFinancial SpecialistFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSolutions AdvisorAdvisorCobol DeveloperComputational ScientistInformation Technology SpecialistSoftware DevelopersSoftware DeveloperComputer ScientistsIT SpecialistBachelor of ScienceMathematicsMathematician

Experience & Education

Position:
Financial Adviser at Forward Financial LLC
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Forward Financial LLC - 2201 E Enterprise Ave, Suite 101 Appleton, WI 54913Financial Advisersince Feb 2013NYLIFE Securities LLC - 2201 E. Enterprise Ave. Suite 101 Appleton, WI 54913Financial Services ProfessionalMar 2009 - Jan 2013
Skills:
Business Analysis, Software Development, Insurance, Integration, Process Improvement, IT...

Andrew Peterson Appleton, WI

Professions & Specialties

Refund SpecialistFinancial SpecialistDistrict ManagerDirectorManagerRegion ManagerOperations ManagerCardiologistNeuropsychiatristUrologistPsychiatristSurgical SpecialistNeurological SpecialistNeurologistPsychiatric SpecialistMaster of EducationCertified Pharmacy TechnicianPhysicianDruggistPharmacistArea ManagerManagersFamily PractitionerGeneral PractitionerPodiatristBeautician

Experience & Education

Position:
District Manager at Novartis
Location:
Appleton, Wisconsin
Industry:
Pharmaceuticals
Work history:
Novartis - Green Bay, Wisconsin AreaDistrict Managersince 2009Novartis Pharmaceuticals - WisconsinBusiness Relations ManagerJun 2009 - Mar 2010
Skills:
Pharmaceutical Sales, Sales Management, Account Management, Customer Relations, Training Skills

Matthew Scheuers Oshkosh, WI

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Staff Accountant at Koenig & Lundin, SC
Location:
Oshkosh, Wisconsin Area
Industry:
Hospital & Health Care
Work history:
Koenig & Lundin, SC - Wausau, Wisconsin AreaStaff Accountantsince Jan 2012University of Wisconsin Oshkosh - Oshkosh, Wisconsin AreaFinancial Specialist 2Mar 2011 - Sep 2011

Kari Stockinger Appleton, WI

Professions & Specialties

Mortgage Loan OfficerFinancial SpecialistFinancial Services ProfessionalMortgage SpecialistLoan OfficersFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePsychologistHigh School DiplomaAutomotive SpecialistAutomotive ProfessionalManagersAccounts Receivables SpecialistAccounts ReceivableProperty ManagerReal Estate ManagerPsychology Specialist

Experience & Education

Position:
Mortgage Loan Officer - AVP Retail Lending (NMLS# 892285) at Community Bank and Trust, Financial...
Title:
at Community Bank and Trust
Location:
Appleton, Wisconsin
Industry:
Banking
Work history:
Community Bank and Trust Mortgage Loan Officer - AVP Retail Lending (NMLS# 892285)since Jun 2013UW Credit Union - University of Wisconsin OshkoshFinancial Specialist & Lender (NMLS# 892285)since Mar 2012

Shelly Price Oshkosh, WI

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentResource SpecialistConservation ScientistComputer Software ProfessionalSoftware Developers

Experience & Education

Position:
Human Resource/Financial Specialist at VersiFit Technologies, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Computer Software
Work history:
VersiFit Technologies, LLC - Appleton, WIHuman Resource/Financial Specialistsince Oct 2005

Holly Hoffman Appleton, WI

Professions & Specialties

Financial Services Sales AgentField AuditorAuditorGovernment Administration ProfessionalSupporting MemberTeam MemberAdjunct InstructorLecturerPostsecondary TeacherCommunity Service ManagerPosting ClerkAccounts Receivable ClerkCertified Public AccountantFinance and Accounting SpecialistBillerAccounts Receivables SpecialistAccounting BookkeeperBookkeeperOffice AssistantCoordinatorRecognitionOffice ClerkClerical SpecialistManagersCompliance ManagerMarshalLawyersAdvertising ProfessionalAdvertising Sales AgentData Scientist

Experience & Education

Position:
Field Auditor at Wisconsin Department of Revenue
Location:
Appleton, Wisconsin
Industry:
Government Administration
Work history:
Wisconsin Department of Revenue - Appleton, WIField Auditorsince Jun 2012University of Wisconsin - Stevens Point - Stevens Point, WIAcademic Dept Associate, Div of CommunicationMar 2009 - Jun 2012
Skills:
Auditing, Cost Management, Quickbooks, Accounting, Excel, Accounts Payable, Word, Budgeting,...
Financial Specialist 3 at University of Wisconsin..

Megan Stumpf Appleton, WI

Professions & Specialties

Financial SpecialistCounselorRepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceOperations Manager

Experience & Education

Position:
Investment Adviser Representative at Legacy Investment Services
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Legacy Investment Services Investment Adviser Representativesince Jul 2012Legacy Investment Services, Inc. - 3701 E Evergreen Dr, Suite 200, Appleton, WILicensed Rep Assistant to Jeff JahnkeNov 2011 - Jul 2012
Skills:
Retirement, Retirement Planning, Executive Benefit Strategies, Investments, IRAs, Long-term Care,...

Nykki Milhaupt Appleton, WI

Professions & Specialties

Financial Services Sales AgentMaster of Business AdministrationHuman Resources SpecialistRecruitmentPartnerManagerChief ExecutiveOperations ManagerBachelor of ScienceBusiness AdministratorManagers

Experience & Education

Work

Company:
Astenjohnson
Hr business partner and safety manager
Company:
Plexus - Neenah, WI
Hr business partner

Renee Resch Appleton, WI

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistBachelors DegreeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Accounting Assistant at U.S. Venture, Inc.
Location:
Appleton, Wisconsin
Industry:
Oil & Energy
Work history:
U.S. Venture, Inc. - Combined Locks, WIAccounting Assistantsince Jan 2012Guardian Life Insurance - AppletonAccount AssistantJun 2010 - Dec 2011

Emily Dercks Madison, WI

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerBusiness Development ManagerOperations ManagerBachelor of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Title:
Universal Banker III at Johnson Bank
Location:
Madison, Wisconsin Area
Industry:
Wholesale
Work history:
Johnson Bank - Appleton, WIUniversal Banker IIIFeb 2012 - Nov 2012UW Credit Union - Madison, Wisconsin AreaFinancial SpecialistFeb 2011 - Feb 2012


Financial Specialists near Appleton, WI048121620OshkoshGreen BayCombined LocksDe PereOneidaFond du LacGreenville



Financial Specialists around Appleton, WI

De Pere  (1)
Fond du Lac  (1)
Green Bay  (16)
Greenville  (1)
Oneida  (1)
Oshkosh  (18)

Financial Specialists in Wisconsin