"wealth+accumulation" People

• 
  Randy Woertendyke (location not specified)

  • Investment Advisor @ New England Financial

  1. wealth management
  2. new england financial
  3. wealth management
  4. dallas/fort worth
  5. investment advisor representative
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• 
  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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• 
  W. Preston Jarrell Jr. (Mechanicsville, Virginia)

  • Regional Vice President @ United Equity Group

  1. management skills
  2. securities
  3. insurance (life & health)
  4. management skills
  5. securities
  6. insurance (life & health)
  7. management skills
  8. securities
  9. insurance (life & health)
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• 
  James Britnell (Wyckoff, New Jersey)

  • Account Manager @ Exigent Technologies
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• 
  Steven Mahalec (Boston, Massachusetts)

  • Vice-President @ FX Trading

  1. problem resolution
  2. investment analysis
  3. financial planning
  4. simulation modeling
  5. valuation modeling
  6. portfolio analysis
  7. asset gathering
  8. client acquisition
  9. financial modelingplanning
  10. computer simulations
  11. data analysisgathering
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• 
  Stefan Lindberg (New York, New York)

  • Business Analyst @ Northwestern Mutual Financial Network

  1. analytical & quantitative skills
  2. strategic research & analysis
  3. business organization & manag...
  4. analytical & quantitative skills
  5. strategic research & analysis
  6. forecasting & modeling
  7. workflow planning & prioritization
  8. business organization & management
  9. business organization & manag...
  10. workflow planning & prioritiz...
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• 
  Andrew Jacobs (Alexandria, Virginia)

  • Oven Operator @ Martins Potato Roll Company

  1. organizational skills
  2. writing skills
  3. microsoft office suite
  4. computer savy
  5. team working
  6. diligence
  7. competitiveness
  8. time management
  9. presentation
  10. research
  11. regression analysis
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