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Retail Financial Advisors in US

Ohio Retail Financial Advisors Directory

Trustoria includes a professional profile for nearly every Retail Financial Advisor in Ohio.

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15 results found

Justin Abraham Cleveland, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Team Leader • Partner • Financial Director • Chief Operating Officer • Executive Vice President • Operations Manager • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Vice President • Supporting Member • Team Member

Experience & Education

Position:
Director at CTPartners
Location:
Cleveland/Akron, Ohio Area
Industry:
Staffing and Recruiting
Work history:
CTPartners Directorsince Dec 2005NatCity Investments, Inc. Retail Investment OfficerFeb 2004 - Nov 2005
Full Profile

Michael Tolle Cincinnati, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Retail investment officer/fa at National City Bank
Location:
Cincinnati Area
Industry:
Investment Management
Work history:
National City Bank Retail investment officer/fa
Full Profile

Matt Powell Cincinnati, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Retail Investment Officer at National City Bank
Location:
Cincinnati Area
Industry:
Banking
Work history:
National City Bank Retail Investment Officer
Full Profile

Michael Tolle Cincinnati, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Retail investment officer/fa at National City Bank
Location:
Cincinnati Area
Industry:
Investment Management
Work history:
National City Bank Retail investment officer/fa
Full Profile

Jay O'malley Columbus, OH

Professions & Specialties

Financial Consultant • Retail Investment Officer • Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Sr. Financial Advisor at Huntington Investment Company
Title:
Financial Advisor with Huntington Investment Company
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
Huntington Investment Company Vice President, Sr. Financial Advisorsince Jul 2009PNC Investments Retail Investment Officer, Sr. Financial AdvisorMar 2006 - Jul 2009
Full Profile

Dennis Sheflyand Cleveland, OH

Professions & Specialties

Financial Consultant • Retail Financial Advisor • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist

Experience & Education

Position:
Retail Financial Advisor at financial advisor
Title:
Financial Advisor
Location:
Cleveland/Akron, Ohio Area
Industry:
Banking
Work history:
financial advisor Retail Financial Advisorsince Nov 2009natcity investments Financial2000 - 2010
Full Profile

Bob Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Financial Consultant • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retail Investment Officer at National City Corp, Financial Advisor at National City Bank
Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
National City Corp Retail Investment Officersince Mar 1993National City Bank Financial Advisorsince 1993
Full Profile

Bob Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Financial Consultant • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retail Investment Officer at National City Corp, Financial Advisor at National City Bank
Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
National City Corp Retail Investment Officersince Mar 1993National City Bank Financial Advisorsince 1993
Full Profile

Ebony Thomas Cnl Wnchstr, OH

Professions & Specialties

Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Aetna inc
Enrollment/ customer service rep
Company:
J.p. morgan chase - Columbus, OH
Retail financial advisor
Full Profile

Timothy Mcbride Cleveland, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Team Leader • Vice President • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Huntington wealth advisors
Team leader / vice president
Company:
Natcity investments
Retail investment officer / vice president
Full Profile

Robert Dice Columbus, OH

Professions & Specialties

Retail Investment Officer • Retail Financial Advisor • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Retail Investment Officer at National City Corp
Location:
Columbus, Ohio Area
Industry:
Financial Services
Full Profile

Lisa Stavsky Columbus, OH

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director • Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Senior Vice President - Territory Director, Financial Specialist Program at PNC
Title:
Senior Vice President - Territory Director at PNC
Location:
Columbus, Ohio Area
Industry:
Financial Services
Work history:
PNC - Columbus, Ohio AreaSenior Vice President - Territory Director, Financial Specialist Programsince Sep 2011PNC Senior Vice President - Regional Sales ManagerApr 2005 - Aug 2011
Skills:
Sales Management, Performance Management, Investments, Banking, Financial Advisory, Sales,...
Languages:
Hebrew
Full Profile

Mike Koneval Cleveland, OH

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction

Experience & Education

Title:
National Account Manager at Ishop Media and Kickintheapp.com
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Ishop Media and Kickintheapp.com National Account ManagerJul 2012 - Jun 2013Charter One Bank - Akron, OhioFinancial AdvisorJan 2009 - Feb 2011
Retail Financial Advisor at NatCity Investments
Full Profile

Matt Powell Cincinnati, OH

Professions & Specialties

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

Experience & Education

Position:
Managing Director at Blackstone Wealth Advisors, LLC
Title:
Investment Advisor
Location:
Cincinnati Area
Industry:
Investment Management
Work history:
Blackstone Wealth Advisors, LLC - Kenwood, OHManaging Directorsince Mar 2010PNC Investments Financial AdvisorOct 2009 - Mar 2010
Full Profile

Robyn Yahner Greenville, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist • Manager • Operations Manager • Sales Representative • Sales Agent • Vice President • Sales Manager • Chief Executive

Experience & Education

Work

Company:
Lakeland chrysler jeep dodge ram, inc
F& i manager
Company:
Gordon's auto sales, inc
F&i manager and sales representative
Full Profile