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Financial Specialists in Roswell, GA

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18 results found

Edward Trenholm Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAdvisorCounselorManagersAgentSales RepresentativeBranch ManagerField Marketing SpecialistMarketing AdministratorAccounting BookkeeperBookkeeperSchool AdministratorEducational ManagerMarketing Manager

Experience & Education

Work

Company:
Pnc investments formerly flagstar bank - Roswell, GA
Financial specialist
Company:
Waddell & reed, inc - Atlanta, GA
Investment advisor

Skills

Series 7, 63, 24 and 65 licensed financial professional with over 17 years of experience in the...

Kaz Sharif Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales Agent

Experience & Education

Work

Company:
Suitable investments
Financial specialist
Company:
Wachovia securities
Senior financial advisor

Drew Kleinhans Roswell, GA

Professions & Specialties

Refund SpecialistFinancial SpecialistScientist

Experience & Education

Work

Company:
Cb&i
Environmental project scientist
Company:
Ups capital at corporate headquarters - Atlanta, GA
Claim reimbursement specialist

Skills

As an environmental project scientist with 8 years of experience in the environmental field, I am a ...

Kathleen Despagni Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAssociate of ArtsOperations Manager

Experience & Education

Work

Company:
Wachovia/wells fargo bank
Financial specialist
Company:
Wachovia/wells fargo bank
Licensed personal bankerii

Barry Meeks Atlanta, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentChairpersonManagerOwnerChief ExecutiveOperations ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
PRESIDENT at MEEKS & ASSOCIATES LLC
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
MEEKS & ASSOCIATES LLC - 1002 BOMBAY LANE ROSWELL, GEORGIA 30076PRESIDENTsince Jul 2011BARRY MEEKS, LLC, CPA OwnerFeb 2007 - Jul 2011
Skills:
2013 Five Star Wealth Manager, Tax Planning and preparation, Financial Planning and Money...
Certifications:
Certified Public Accountant, Georgia State Board of Accountancy
Personal Financial Specialist, American Institute of CPA's

Billy Williams Atlanta, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveShop ManagerSales ManagerRetail ProfessionalRetail SalespersonLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Agency Owner at American Family Insurance
Title:
Agency Owner, American Family Insurance
Location:
Greater Atlanta Area
Industry:
Insurance
Work history:
American Family Insurance - Roswell, GAAgency Ownersince Mar 2012Wachovia, A Wells Fargo Company - MARIETTASMALL BUSINESS FINANCIAL SPECIALISTMay 2006 - Mar 2010
Skills:
Insurance, Underwriting, Credit, Loans, Fixed Annuities, Banking, Customer Service, Cold Calling,...

Marlon Johnson Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalStock BrokerFinancial Services Sales AgentCapital Markets ProfessionalLoan OfficersRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorNotary PublicNotaryLawyersMaster of Business AdministrationBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Wells fargo bank - Woodstock, GA
Licensed financial specialist (pb1)
Company:
E*trade financial - Alpharetta, GA
Stock broker (fsrii) corporate services group - stock plans

Skills

Microsoft Office Suite, Lotus Notes, Bloomberg, Analysis, Trading, Equity Compensation, Employee...

Ryan Goodman Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOperations ManagerLeaderManagersClient Service OfficerCustomer ServiceStudent WorkerNotaryLawyers

Experience & Education

Work

Company:
Southeast closing services
Business development manager
Company:
Wells fargo financial
Licensed financial specialist

Skills

Proficient in Microsoft Office Suite

Trimell Harris Roswell, GA

Professions & Specialties

Refund SpecialistFinancial SpecialistContractorOffice AssistantOffice ClerkClerical SpecialistIndependent Business OwnersHealth Information SpecialistHealthcare SupportPsychology Specialist

Experience & Education

Work

Company:
Cybernetixs inc
Business office manager
Company:
Mckesson relay health call center - Norcross, GA
Reimbursement specialist

Stacy Harris Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentAccountantCounselorAdvisor

Experience & Education

Work

Company:
Cumulus media - Atlanta, GA
Corporate accountant
Company:
First pro - Atlanta, GA
Financial specialist/consultant

Skills

Timely and accurate financial reporting; superior analytical problem solving skills;organized;...

Doug Cupp Roswell, GA

Professions & Specialties

Mortgage Loan OfficerFinancial SpecialistFinancial Services ProfessionalMortgage SpecialistLoan OfficersFinancial Services Sales Agent

Experience & Education

Work

Company:
Prime lending
Mortgage loan officer/financial specialist
Company:
Fifth third mortgage - Norcross, GA
Mortgage loan officer/financial specialist

Daniel Mccoy Atlanta, GA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersBranch ManagerField Marketing SpecialistMarketing AdministratorClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonMarketing ManagerChief ExecutiveNon-ProfitCustomer ServiceSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeManagerOperations ManagerSecurityPhilanthropeBusiness AdministratorBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Position:
Branch Manager, Business Banking, Merchant Service Rep at Woodforest National Bank
Title:
Banker at Woodforest National Bank
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Woodforest National Bank - Roswell, GABranch Manager, Business Banking, Merchant Service Repsince Oct 2011Bartow Collaborative - Cartersville, GAPast Chair (Non-Profit)Jul 2010 - Jun 2012
Skills:
Commercial Lending, Small Business Lending, Loans, Underwriting, Credit, Retail Banking, Branch...
Financial Specialist at Allstate

James Thomas Roswell, GA

Professions & Specialties

ManagerOperations ManagerManagement AnalystAnalysts

Experience & Education

Work

Company:
Ncdr llc / kool smiles
National reimbursement manager
Company:
Sister of mercy health system - St. Louis, MO
Revenue management analyst

Tomekia Osborne Roswell, GA

Professions & Specialties

AnalystAnalystsBilling CoordinatorBilling RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Psa healthcare
Credit refund analyst
Company:
Georgia mentor - Atlanta, GA
Ar billing coordinator

Elizabeth Gillespie Roswell, GA

Professions & Specialties

Financial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerPsychologistSales RepresentativePsychology Specialist

Experience & Education

Position:
Branch Manager, AVP at Community and Southern Bank
Location:
Roswell, Georgia
Industry:
Financial Services
Work history:
Community and Southern Bank - Roswell, GABranch Manager, AVPsince Sep 2011Regions Bank - Roswell, GABranch ManagerSep 2009 - Aug 2011
Financial Specialist at Wachovia

Caren Lightfoot Roswell, GA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentSales RepresentativeSales AgentCounselorAdvisorMaster of Business AdministrationBachelor of ScienceDesign ProfessionalDesign Expert

Experience & Education

Work

Company:
Ds services
Customer account specialist
Company:
Ds services - Atlanta, GA
Outbound sales representative

Raymond Iii Roswell, GA

Professions & Specialties

Financial Services Sales AgentCrewmanTechnicianProduction AssistantTeam MemberTechnical SpecialistTechnical Support SpecialistsManufacturing LaborerLaborerSales Representative

Experience & Education

Work

Company:
Staples - Alpharetta, GA
Easy tech technician
Company:
Instant imprints - Suwanee, GA
Production assistant

Elizabeth Gillespie Roswell, GA

Professions & Specialties

Financial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
Community and southern bank
Assistant vice president
Company:
Regions bank
Branch manager


Financial Specialists near Roswell, GA0174348522696870AtlantaMariettaAlpharettaStone MountainNorcrossDuluthDecaturHolly SpringsSmyrnaKennesaw



Financial Specialists around Roswell, GA

Acworth  (13)
Alpharetta  (45)
Atlanta  (869)
Ball Ground  (1)
Clarkston  (4)
Cumming  (12)
Decatur  (17)
Duluth  (30)
Holly Springs  (17)
Kennesaw  (14)
Lilburn  (7)
Mableton  (7)
Marietta  (50)
Norcross  (33)
Scottdale  (1)
Smyrna  (15)
Tucker  (9)

Financial Specialists in Georgia