results found
Query:
Country:
User:
Jobs:
Skills:
Interests: Certified Financial Planner Board of Standards, Inc. (CFP Board)
User
Email  
Phone  
Jobs
Current  
Past  
Skills
Interests
2.
Minneapolis, United States
Current Job
Past Job
Skills
Investments, Financial Services, Portfolio Management, Securities, Retirement Planning, Public Speaking, Financial Planning, Finance, Strategic Planning, Management, Estate Planning
4.
Seattle, United States
Skills
Retirement Needs Analysis, Insurance, Investments, Investment Advisory, Retirement Asset Projections, Cash Flow & Net Worth Statement, Goal Setting, Risk Tolerance Analysis, Investment - Review Of Current Allocation, Retirement Monte Carlo Analysis, Retirement Plan Analysis, 401(k) Asset Allocation, IRA Analysis, Retirement SIMPLE, SEP, Keogh Analysis, Portfolio Analysis, Investment Policy Statement, Education Funding Analysis, Financial Services
5.
Placentia, United States
***@gmail.com
714-624-81**
Current Job
Past Job
Skills
CFO, Director of Human Resources, Accounting, Tax, GAAP Financial Statements, SEC reporting, 10Q, Revenue Recognition, FAS 123R, SEC filings, Internal Controls, Due Diligence, Cash Flow, Mergers, Risk Management
6.
Fayetteville, United States
Current Job
Past Job
7.
Nashville, United States
Current Job
Past Job
Skills
Wealth Management, Investments, Strategic Financial Planning, Retirement Planning, Financial Advisory, Estate Planning, Finance, Financial Planners, Employee Benefits, Loans, Wealth, Financial Planning, Financial Analysis, 401k, Credit Management
9.
Indianapolis, United States
Current Job
Past Job
Skills
Finance, Retirement Planning, Investment Advisory, Strategic Financial Planning, Wealth Management, Loans, Retirement, Investments, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Analysis, Insurance, Investment Management, Mortgage Lending
10.
Grand Rapids, United States
Current Job
Past Job
Skills
Retirement Planning, Investments, Strategic Financial Planning, Portfolio Management, 401k, Wealth Management, Retirement, Financial Advisory, Finance, Series 7, Mutual Funds, Series 63, Investment Advisory, Asset Allocation, Pensions
11.
San Francisco, United States
Current Job
Skills
Investments, Investment Management, Portfolio Management, Financial Advisory, Independent Financial Advice, Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Personal Financial Planning, Certified Financial Planner
12.
Wichita, United States
Current Job
Past Job
Skills
Retirement Planning, Estate Planning, Financial Planning, Investment Management, Money Management, Money Manager, Wealth Management, Securities, Investment Advisory, IRAs, Strategic Financial Planning, Finance, FINRA, Wealth, Investments, Financial Advisory, Retirement, Series 7
14.
Current Job
Past Job
Skills
Tax Accounting, Financial Planning, Investment Advisory, Estate Planning, Estate Tax Planning, Business Tax Planning, Succession Planning, Certified Divorce Financial Analyst, Retirement Planning
16.
Lubbock, United States
Current Job
Past Job
Skills
Social Media, Marketing, Customer Service, Social Media Marketing, Sales, Marketing Strategy, Team Building, Microsoft Office, Public Speaking, Microsoft Excel, Team Leadership, Small Business, Entrepreneurship, Advertising, Event Management
17.
Jefferson, United States
Skills
Early Childhood Education, Teaching, Education, Curriculum Design, Staff Development, Public Speaking, Curriculum Development, Training, Nonprofits, Educational Leadership, Community Outreach, Classroom, Leadership Development, Teacher Training, Lesson Planning, Program Development, Coaching
18.
Daytona Beach, United States
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
22.
Winnipeg, Canada
Current Job
Past Job
Skills
Retirement Planning, Financial Planning, Estate Planning, Strategic Financial Planning, Tax, Investments, Investment Strategies, Mutual Funds, Wealth Management, Financial Planners, Asset Management, Investment Advisory, Wealth, Financial Services, Financial Advisory, Pensions, Retirement
23.
Chicago, United States
Current Job
Skills
Comprehensive Wealth Management, Financial Planning, Investments, Strategic Financial Planning, Wealth Management Services, Portfolio Management, Estate Planning, Investment Advisory, Due Diligence, Wealth Management
24.
New York, United States
Current Job
25.
Santa Monica, United States
Current Job
Past Job
Skills
Entertainment, Digital Media, Royalties, Start-ups, Financial Modeling, Financial Analysis, Licensing, Strategic Partnerships, Strategic Financial Planning, Financial Reporting, Forecasting, Budgets, Finance, Accounting, Social Media
27.
Seattle, United States
Current Job
Past Job
Skills
Customer Service, Sales, Student Housing, Property Management, Management, Leases, Sales Process, Time Management, PowerPoint, Social Media, Apparel, Teamwork, Retail Sales, Visual Merchandising, Cashiering
31.
Minneapolis, United States
37.
Minneapolis, United States
Current Job
Past Job
Skills
Coaching, Time Management, Small Business, Customer Service, Financial Analysis, Public Speaking, Microsoft Excel, PowerPoint, Sports, Microsoft Word, Leadership, Finance, Sales, Marketing
38.
Richmond, United States
Current Job
Past Job
Skills
Financial Planning, Tax Compliance, Estate Planning, Estate Tax Planning, Tax Preparation, Tax Advisory, Asset Managment, Asset Allocation, Financial Reporting, Trusts, Trusted Advisor, Gift Tax, Retirement Planning, Qualified Retirement Plans, Personal Income Tax Returns
40.
Erie, United States
Current Job
Past Job
Skills
Accounting, Auditing, Income Tax, Tax Preparation, Tax Returns, GAAP, Internal Controls, Balance, Tax, Quickbooks, Audit, Corporate Tax, Tax Compliance, Bookkeeping, Tax Research
42.
New York, United States
Current Job
Past Job
Skills
Investments, Financial Advisory, Fixed Annuities, Securities, Alternative Investments, Insurance, Wealth Management Services, Long Term Care Insurance, Disability Insurance
43.
Rochester, United States
Current Job
Past Job
Skills
Certified Financial Planner, Retirement Planning, Investments, Finance, Retirement, Financial Services, Financial Advisory, Estate Planning, Customer Service, Securities, Sales
48.
New York, United States
Current Job
Past Job
Skills
Investment Management, Portfolio Management, Investments, Asset Management, Mutual Funds, Financial Advisory, Finance, Retirement Planning, Strategic Financial Planning, Retirement, Insurance, Management, Equities, Financial Modeling, Alternative Investments
49.
Arlington, United States
Current Job
Past Job
50.
San Francisco, United States
Current Job
  • Technology leader, Cloud Enterprise Strategic Architect Red Hat
Past Job

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