"certified+financial+planner" People

• 
  Tom Lewis (Houston, Texas)

  • Financial Consultant, CERTIFIED FINANCIAL PLANNER(tm) @ A. G. Edwards & Sons

  1. retirement strategies
  2. wealth accumulation
  3. asset allocation
  4. estate strategies
  5. retirement strategies
  6. wealth accumulation
  7. wealth preservation
  8. certified financial planner(tm)
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• 
  Matt Lau (location not specified)

  • Certified Financial Planner @ New York Life / Eagle Strategies, LLC
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• 
  Maria RL (Concord, California)

  • Business Project Manager @ ***

  1. business project manager
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• 
  Matthew Mohlman (Chicago, Illinois)

  • Compliance Principal @ AFA Financial Group

  1. customer satisfaction & support
  2. communication
  3. intranet
  4. instructional
  5. customer satisfaction & support
  6. broker dealer
  7. admitted to the bar in illinois and new york
  8. sec and finra regulatory compliance
  9. contract and selling agreement review
  10. series 7 24 53 & 66 licenses
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• 
  Mike Fleming (Mountain View, California)

  • Recruiter, Recruiting / Staffing / HR Consultant / Recruitment Manager @ Fleming Consulting

  1. contract recruiter
  2. employment manager
  3. executive search
  4. headhunter
  5. human resources
  6. leader
  7. recruiter
  8. recruiting consultant
  9. recruiting specialist
  10. recruitment consultant
  11. recruitment manager
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• 
  James Biggs (Salt Lake City, Utah)

  • Financial Advisor @ Beneficial Financial Group

  1. business management
  2. business management
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• 
  Maria R. (Walnut Creek, California)

  • Senior Project Manager @ Confidential - Currently working

  1. it project manager
  2. global operations
  3. implementation project manager
  4. manager - business & it projects
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• 
  Amy Christinzio (Anaheim, California)

  • Senior Loan Officer @ 123Cashnet

  1. full-time
  2. event planning
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• 
  Christopher Stafford (North Royalton, Ohio)

  • Account Executive @ RBS WorldPay

  1. b2b business development
  2. relationship management
  3. credit analysis
  4. b2b business development
  5. relationship management
  6. relationship management
  7. credit analysis
  8. b2b business development
  9. relationship management
  10. credit analysis
  11. b2b business development
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• 
  Lisa Gervais (San Diego, California)

  • Financial Services, Financial Planner, CFP, Sales @ Financial Services Consulting Firm in Orlando, FL

  1. trader
  2. investment analyst
  3. chief compliance officer
  4. financial advisor
  5. trader
  6. investment analyst
  7. chief compliance officer
  8. financial advisor
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