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Financial Specialists in Boca Raton, FL

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30 results found

Fred Licata Boca Raton, FL

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalCashier SupervisorSales AgentConsumer Goods ProfessionalCashier ClerkCashierSales RepresentativeCommodities ClerkLaw ClerkJudicial Law ClerkSupporting MemberTeam MemberPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Arts

Experience & Education

Position:
Licensed Personal Banker at Citi
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
Citi - Boca Raton, FLLicensed Personal Bankersince Sep 2012Wachovia, A Wells Fargo Company - Boca Raton, FLLicensed Financial SpecialistAug 2002 - Sep 2012

Kevin Spencer Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalBankerFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveTennis PlayerAthletesSupporting MemberAdvisorTeam Member

Experience & Education

Work

Company:
Pnc investments
Financial specialist
Company:
Jpmorgan chase - Boca Raton, FL
Relationship banker ii

Skills

Obtained Class D License at Invictus Security, Boynton Beach,FL/September 2012. Obtained CPR/AED...

Marie Rahman Boca Raton, FL

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeBusiness AdministratorCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Wells fargo n.a formerly wachovia bank and first union bank
Personal banker ii
Company:
Lake worth, wellington - Boca Raton, FL
Regional bank private banker/ licensed sr. financial specialist

Skills

Fluent : French,Creole

Marie Rahman Boca Raton, FL

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeBusiness AdministratorCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Wells fargo n.a formerly wachovia bank and first union bank
Personal banker ii
Company:
Lake worth, wellington - Boca Raton, FL
Regional bank private banker/ licensed sr. financial specialist

Dorothy Bass Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalBuyers AgentFinancial Services Sales AgentPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOwnerChief ExecutiveFinancial ManagerAgentSales Representative

Experience & Education

Position:
Realtor at The K Company of Realtors, Realtor at The K Company of Realtors, Owner at FloridaLoan.net
Title:
South Florida Realtor and Owner Floridaloan.net
Location:
Boca Raton, Florida
Industry:
Real Estate
Work history:
The K Company of Realtors - Palm Beach County, FloridaRealtorsince Oct 2012The K Company of Realtors - Palm Beach County, FlRealtorsince Oct 2011

Michelle Hecht Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalLoan OfficerFinancial Services Sales AgentLoan OfficersProfessorVolunteerNon-Profit

Experience & Education

Work

Company:
The parish school - Houston, TX
Parent teacher organization (pto) volunteer
Company:
Wachovia bank - Boca Raton, FL
Financial specialist and loan officer

Skills

Extremely Thorough & Organized, Strong People Skills & Problem Solving, Reliable &...

Albert Naya Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentClinical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory TechnologistTechnicianTechnical SpecialistTechnical Support Specialists

Experience & Education

Work

Company:
Fau
Technician
Company:
Afs financial
Financial specialist

Stephanie English Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentManagerAssistant Vice PresidentOperations ManagerVice PresidentChief Executive

Experience & Education

Work

Company:
Flashback diner - Stuart, FL
Manager
Company:
Wells fargo - Delray Beach, FL
Senior financial specialist - assistant vice president

Victor Scapicchio Boca Raton, FL

Professions & Specialties

Financial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistChairpersonActing ChairpersonMarket ManagerChief ExecutiveRegion ManagerLeaderRepresentativeManagersArea ManagerCertified Nurse AideNurseNurse PractitionerHuman Resources SpecialistRecruitmentPartnerDirectorChief Executive OfficerPersonnel AdministratorHR ManagerBanking ManagerFinancial OfficerFinancial ManagerEducation AdministratorCorporate ExecutiveCrewmanBusiness AdministratorOrganization ManagementNon-ProfitTour GuideSpokespersonTeam MemberTalent AgentCustomer ServiceClient Service OfficerModelAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at NSHMBA, AVP, Financial Center Manager at Fifth Third Bank
Title:
President at NSHMBA
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
NSHMBA - South Florida ChapterPresidentsince Jan 2013Fifth Third Bank - South Florida MarketAVP, Financial Center Managersince Aug 2012
Skills:
Listener, Coaching, Team Building, Leadership, Financial Services, Talent Acquisition, Onboarding,...
Languages:
Spanish

Sarah Anderson Boca Raton, FL

Professions & Specialties

Financial SpecialistProject ManagerPhysicianHospital Care ProfessionalHealth ProfessionalHealth PractitionerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsProject ManagersClerical SpecialistCorporate ExecutiveChief Executive

Experience & Education

Position:
Practice Administrator at University Perinatal Associates, Implementation Project Manager at...
Title:
Implementation Project Manager, Unified Physician Management
Location:
Boca Raton, Florida
Industry:
Hospital & Health Care
Work history:
University Perinatal Associates - West Palm Beach, Florida AreaPractice Administratorsince Feb 2013Unified Physician Management - West Palm Beach, Florida AreaImplementation Project Managersince Feb 2013
Certifications:
Certified Medical Reimbursement Specialist, AMBA

Brandy Mustain Fort Lauderdale, FL

Professions & Specialties

Financial Services ProfessionalBankerFinancial Services Sales AgentBusiness SpecialistSales ManagerSales DirectorOperations ManagerArea ManagerManagersVice President of MarketingVice PresidentBusiness Development ManagerManagerChief ExecutiveClient ManagerArea Sales ManagerRegional Sales ConsultantSales RepresentativePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
AVP Inside Small Business Specialist at Bank of America Merchant Services, RVP Sales Manager at...
Title:
AVP Inside Small Business Specialist at Bank of America Merchant Services
Location:
Fort Lauderdale, Florida
Industry:
Pharmaceuticals
Work history:
Bank of America Merchant Services - Coral Springs, FloridaAVP Inside Small Business Specialistsince Feb 2013Primerica - South Florida RegionRVP Sales Managersince Jan 2013
Skills:
Compliance, Microsoft Office, Excel, Customer Service, Financial Planners, Financial Analysis,...
Financial Specialist at Wells Fargo

Karvet Samuels Boca Raton, FL

Professions & Specialties

Financial ConsultantBankerFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Vice PresidentChief ExecutiveChief Executive OfficerVice PresidentCorporate ExecutiveCustomer ServiceMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerMarketing AdministratorProperty ManagerReal Estate Manager

Experience & Education

Position:
Citigold Private Client Relationship Manager at Citi
Title:
Citigold Private Client Relationship Manager
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Citi - Boca Raton, FloridaCitigold Private Client Relationship Managersince Sep 2011Wells Fargo - Boca Raton, FloridaRegional Private banker / Assistant Vice presidentNov 2009 - Sep 2011
Certifications:
Credit Analysis Training Program, New York University
Omega Credit Training Program, Wachovia Bank
Financial Specialist / AVP at Wachovia Bank,Wells..

Anita Healy Boca Raton, FL

Professions & Specialties

SupervisorCrewmanManagersTeam MemberHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Patient Access ER Supervisor at Boca Raton Regional Hospital, Patient Access ER Supervisor at Boca...
Title:
Clinical Coding Specialist I
Location:
Boca Raton, Florida
Industry:
Hospital & Health Care
Work history:
Boca Raton Regional Hospital Patient Access ER Supervisorsince Jul 2008Boca Raton Regional Hospital Patient Access ER Supervisorsince Feb 2006
Skills:
Healthcare, Healthcare Management, Hospitals, CPOE

Kristina Lebrevelec Boca Raton, FL

Professions & Specialties

Financial Services Sales AgentChief Operating OfficerSenior ManagerGeneral and Operations ManagerDirector of OperationsOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chief Operating Officer at Broken Sound HOA
Location:
Boca Raton, Florida
Industry:
Executive Office
Work history:
Broken Sound HOA - Broken SoundChief Operating Officersince Jun 2007The Continental Group Senior ManagerJan 2002 - Jun 2007
Certifications:
PCAM, CAI
Certified Arborist, International Society of Arboriculture
Financial Specialist at Wachovia

Felix Rosado Boca Raton, FL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerFiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerOperations ManagerCustomer Service

Experience & Education

Position:
Regional Bank Private Banker at Wells Fargo Bank
Title:
Regional Private Banker, AVP
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
Wells Fargo Bank - Regency Court, Boca Raton, FLRegional Bank Private Bankersince Oct 2011Wells Fargo - Boynton Beach, FlManagerOct 2010 - Oct 2011
Skills:
Investments, Series 63, Finance, Small Business Lending, Insurance, Salesforce.com, Series 7,...
Financial Specialist at Wachovia Bank

Ryan K. Fort Lauderdale, FL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales and Service SpecialistAccount Service ManagerSales AgentSales RepresentativeClient Service OfficerManagerOperations ManagerCustomer Service

Experience & Education

Work

Company:
Wachovia / wells fargo bank
Licensed financial sales specialist
Company:
Massmutual financial group - Fort Lauderdale, FL
Financial sales professional

Skills

Licensed Financial Specialist, Private Banking/ Wealth Clients, Banker, Business Banking,...

Lisa Murray Boca Raton, FL

Professions & Specialties

Financial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeChief Administrative OfficerChief ExecutiveCoordinatorManagersParalegalLitigation Support SpecialistOperations ManagerTeam Member

Experience & Education

Work

Company:
Advanced communications group
Human resource coordinator
Company:
Billera law
Paralegal

Andrew Marchese Boca Raton, FL

Professions & Specialties

Financial Services Sales AgentVice PresidentChief ExecutiveAccount RepresentativeClient Service OfficerCustomer ServiceBachelor of Arts

Experience & Education

Work

Company:
Institutional fixed income sales
Vice president
Company:
America one funding group corp - Plantation, FL
Senior account representative, inside sales

John Flatley Boca Raton, FL

Professions & Specialties

Loan SpecialistLoan OfficersFinancial Services Sales AgentDispatcherBachelor of Business AdministrationCustomer Service

Experience & Education

Work

Company:
Boca raton regional hospital - Boca Raton, FL
Dispatcher/chauffer - outpatient transportation department
Company:
Fidelity federal bank & trust - Boca Raton, FL
Consumer loan specialist

Luz Arocho Boca Raton, FL

Professions & Specialties

RepossessorCollections SpecialistTeam LeaderOperations ManagerRepresentative

Experience & Education

Work

Company:
Dermpath diagnostics / quest diagnostics - Pompano Beach, FL
A/r group team lead
Company:
Dermpath diagnostics / quest diagnostics - Pompano Beach, FL
A/r collection representative

Christiane Qualls Boca Raton, FL

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativePerformerNurseNurse PractitionerProperty ManagerReal Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties, Probate, Staging, Relocation
Work:
Coldwell Banker, Florida
Boca Raton, FL
(561) 750-9699 (Phone)
Client type:
Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
When this tenacious businesswoman isn’t hard at work making things happen for her clients, she loves to travel with her family. Family is what makes Christiane tick, and she and her husband Ken and their children are a tight-knit group. They love to play tennis, read, meet friends and explore this wonderful world.
About:
One word: Determined. Christiane’s friends and family will tell you that when she believes in...

Carolyn Brown Miami, FL

Professions & Specialties

Financial Services ProfessionalFinancial SpecialistFinancial Services Sales AgentCapital Markets ProfessionalBusiness SpecialistConciergeCounselorAdvisorCustomer ServiceClient Service OfficerSports TrainerSports TrainersControllerOperations ManagerAccounting BookkeeperBookkeeperGovernment Administration OfficerCivil ServantBiologistBiological Scientist

Experience & Education

Position:
Financial Specialist II/Business Specialist at PNC
Title:
Financial Services Professional
Location:
Miami/Fort Lauderdale Area
Industry:
Banking
Work history:
PNC - Boca Raton, FLFinancial Specialist II/Business Specialistsince Sep 2011NutraPharma Corp - Coral Springs, FLCorporate ControllerFeb 2010 - Mar 2011

Michelle Blanchard Hollywood, FL

Professions & Specialties

Refund SpecialistFinancial SpecialistHospital Care ProfessionalHealth ProfessionalHealth PractitionerCash Application SpecialistAccounts Payable SpecialistBilling CoordinatorBilling RepresentativePosting ClerkBillerAccounts PayableData Entry SpecialistInformation Technology SpecialistIT SpecialistData ScientistBusiness AdministratorInsurance ProfessionalUnderwriterOperations Manager

Experience & Education

Position:
Verifications Specialist at Hyperion Billing Solutions
Location:
Hollywood, Florida
Industry:
Hospital & Health Care
Work history:
Hyperion Billing Solutions - Boca Raton, FLVerifications Specialistsince Feb 2013ADPI Intermedix - North Miami Beach, FLExplanation of Benefits and Refund SpecialistNov 2011 - Feb 2012

Linda Martien La Jolla, CA

Professions & Specialties

Refund SpecialistFinancial SpecialistDeputy DirectorDeputy ManagerChief ExecutiveInstructorAdvisor

Experience & Education

Work

Company:
Shire regenerative medicine
Associate director reimbursement operations - midwest
Company:
Abh/shire regenerative medicine - La Jolla, CA
Lead reimbursement specialist

Jose Albornoz Miami, FL

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerPartnerChief ExecutiveCounselorAdvisorSports TrainerSports TrainersSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Channel Manager USA at Banco do Brasil Americas A subsidiary of Banco do Brasil
Title:
Channel Manager at Banco do Brasil Americas A subsidiary of Banco do Brasil
Location:
Miami, Florida
Industry:
Banking
Work history:
Banco do Brasil Americas A subsidiary of Banco do Brasil - Coral Gables, FloridaChannel Manager USAsince May 2012Citi - Fort LauderdaleAVP Business BankerNov 2010 - Apr 2012
Languages:
Spanish
Licensed Financial Specialist at Wachovia

Davita Syfert Miami, FL

Professions & Specialties

BankerFinancial Services Sales AgentCounselorAdvisorAgentSales RepresentativeChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Manager

Experience & Education

Position:
Chapter President at BNI Revival, Payment Solutions Consultant at Independent Agent
Title:
Payment Solutions Consultant, Independent Agent
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
BNI Revival Chapter Presidentsince Apr 2011Independent Agent Payment Solutions Consultantsince Jan 2009
Skills:
Merchant Services, Credit Card Processing, Banking, Payment Processing, Small Business, Customer...
Financial Specialist at Wachovia

Joshua Benedetti West Palm Beach, FL

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistBusiness Development ManagerChief Operating OfficerSenior Project ManagerOperations ManagerGeneral and Operations ManagerDirector of OperationsSenior ManagerProject ManagersCounselorProject ManagerAdvisorSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeIndependent Business Owners

Experience & Education

Title:
Experienced Business Executive
Location:
West Palm Beach, Florida Area
Industry:
Aviation & Aerospace
Work history:
Sol Aviation, Inc. COO - Chief Operating OfficerMar 2008 - Aug 2012Consultant - Sunrise, FLSenior Project Manager - Business Development Consultant2007 - Mar 2008
Certifications:
Six Sigma Green Belt

Christopher Scott West Palm Beach, FL

Professions & Specialties

Financial Services Sales AgentProducerBranch ManagerField Marketing SpecialistMarketing AdministratorAssistant Vice PresidentMarketing ManagerVice PresidentChief ExecutiveOperations ManagerMaster of Business AdministrationBachelor of Business AdministrationBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sales Producer at Allstate
Location:
West Palm Beach, Florida Area
Industry:
Insurance
Work history:
Allstate - Boca Raton FlSales Producersince Jun 2011SunTrust Bank - Boca Raton FlBranch Manager/ Assistant Vice PresidentAug 2004 - Dec 2010
Financial Specialist at Wachovia/First Union

Alan Matheney Jacksonville, FL

Professions & Specialties

Financial Services Sales AgentExecutive Team LeaderChief ExecutiveAssistant ManagerManagersCorporate ExecutiveAdvisorMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Target corporation
Executive team leader - overnight logistics
Company:
Eco resultados ambientales, panama city, panama
Assistant manager

Sonia Giannetti West Palm Beach, FL

Professions & Specialties

Financial Services Sales AgentCompliance AgentIndependent ConsultantCompliance OfficerSenior AdvisorCounselorAdvisorDirector of Quality ControlChairpersonCompliance ManagerChief ExecutiveBank ExaminerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperCertified Medical AssistantMedical AssistantHealthcare SupportInspectorManagersOperations ManagerCommunity Service ManagerAccount ManagerEntertainer

Experience & Education

Title:
Securities Compliance Specialist / Independent Consultant
Location:
West Palm Beach, Florida Area
Industry:
Financial Services
Work history:
Activa Capital Markets - Miami, FLChief Compliance Officer & AML Compliance OfficerMay 2011 - Mar 2013National Compliance Services - Delray Beach, FLSenior ConsultantJul 2010 - Apr 2011
Languages:
Italian
Certifications:
Series 7, FINRA
Series 24, FINRA
Financial Specialist at State of Florida Office of..


Financial Specialists near Boca Raton, FL01734516885Fort LauderdalePompano BeachBoynton BeachDelray BeachLake Worth



Financial Specialists around Boca Raton, FL


Financial Specialists in Florida