Top Financial Advisors in Greater Detroit Area

t*****@masonjarshoppe.com

Mark Twiss

Vice President, Business Banker

Greater Detroit Area

Vice President, Business Banker

VP, Business Banking RM

Vice President - Relationship Manager

Vice President, Relationship Manager

Assistant Vice President, Relationship Manager

Contract Employee

Processing Specialist

Mortgage Loan Officer

Financial Consultant

Financial Advisor

Wayne State University

Michigan State University

Adrian High School

Recommendations: 17

Commercial Lending

Commercial Banking

Small Business Lending

Middle Market

Portfolio Management

Credit Analysis

Treasury Management

Cash Management

Chad Hoffmeyer

President / Owner

Greater Detroit Area

President / Owner

Commercial Lender

Small Business Sales Specialist/Personal Banker

Financial Advisor

Michigan State University

Recommendations: 16

Commercial Lending

Commercial Banking

Small Business Lending

Loans

Credit

Banking

Underwriting

Customer Service

Evan LeRoy

Assistant Vice President & 401(k) Relationship Manager

Greater Detroit Area

Assistant Vice President & 401(k) Relationship Manager

Portfolio Manager

Portfolio Manager Analyst

Certified Preferred Banker

Financial Advisor

Associate Financial Advisor

Entrepreneur and Business Owner

University of Michigan - Stephen M. Ross School of Business

University of Michigan

Recommendations: 6

Series 7

Series 66

Series 31

Investment Management

Performance Attribution

Financial Planning

Financial Analysis

Financial Modeling

Sean Taber 2000+

Financial Advisor

Greater Detroit Area

Financial Advisor

Financial Advisor in Training

Recruiter

Lead Recruiting Specialist

Production Assistant Internship

Contract Worker

Sales Associate

Northwood University

Schoolcraft College

Garden City High School

Recommendations: 6

Scheduling

Full-cycle Recruiting

Technical Recruiting

Talent Acquisition

Internet Recruiting

Marketing

Process Scheduler

Recruiting

h****[email protected]

Dane Gussin

Soo Film festival

Greater Detroit Area

Soo Film festival

"The Deer Hunter"

Photo Journalist

Financial Advisor

Licensed Insurance Counselor

Insurance Agent / Licensed Insurance Counselor

Videographer and Photographer

Insurance Counselor

Wayne State University

Oakland Community College

oak park

Recommendations: 5

Portraits

Photography

Photojournalism

Photos

Documentaries

Camera

Digital Photography

Fine Art Photography

Jessy Tontini

Senior Endocrinology Sales Specialist

Greater Detroit Area

Senior Endocrinology Sales Specialist

Diabetes Sales Specialist

Creative Masters, Nail Tech

Patient Services Liaison

Pharmaceutical Sales Rep

Recruiter

College Recruiter

Financial Advisor

Account Executive

Financial Advisor

Ferris State University

Recommendations: 4

Leadership

Training

Marketing

Sales

Diabetes

Business Planning

Customer Service

Entrepreneurship

Kenneth Cuzelis, CSP

President, CEO

Greater Detroit Area

President, CEO

Vice President

Senior Designer

Financial Advisor

Designer

Lawrence Technological University

Carlson

Recommendations: 3

Marketing

Analysis

Product Development

Training

Management

3D Modeling

Engineering Design

Direct Marketing

Eric Trytko

Director of Social Media

Greater Detroit Area

Director of Social Media

Owner

Strategic Accounts Specialist

Financial Advisor

Eastern Michigan University

Recommendations: 3

Social Media

Blogging

Press Releases

Writing

Video

Social Media Marketing

Social Networking

Facebook

r****[email protected]

e*****@imacsweb.com

Kenneth Cuzelis, CSP

President, CEO

Greater Detroit Area

President, CEO

Vice President

Senior Designer

Financial Advisor

Designer

Lawrence Technological University

Carlson

Recommendations: 3

Marketing

Analysis

Product Development

Training

Management

3D Modeling

Engineering Design

Direct Marketing

Allan Palma

Financial Advisor

Greater Detroit Area

Financial Advisor

Client Associate

Portfolio Reporting

Chef Assistant

Intern

Volunteer Tutor

Customer Service Representative

Oakland University

Michigan State University

Recommendations: 3

Option Pricing Models

Cost Basis

Analysis

Options Strategies

Problem Solving

Equity Trading

Puzzles

Financial Analysis

p****[email protected]

Tom Aubrey

Financial Advisor

Greater Detroit Area

Financial Advisor

F-Series Super Duty Marketing Manager

Michigan State University

Michigan State University - The Eli Broad College of Business

Recommendations: 2

Retirement Planning

Alfred H Bernstein

Financial Wellness Coach

Greater Detroit Area

Financial Wellness Coach

Educator

Financial Advisor

Adjunct Professor # 0880410

Financial Advisor

Sales Promotions Manager

Georgia State University

The University of Georgia

Recommendations: 2

Teaching

Research

Public Speaking

Microsoft Office

Curriculum Design

PowerPoint

Curriculum Development

Editing

Bobby Lewis | CPSM

Purchasing Supervisor - MRO - Indirect Materials

Greater Detroit Area

Purchasing Supervisor - MRO - Indirect Materials

Commodity Specialist – Large Stampings, Welded Assemblies and Offloads

Senior Buyer – Raw Materials, Flat Rolled Steel, Bar and Tube

Senior Buyer – Raw material and stampings

Advanced Launch Manager - Drivetrain Systems

Purchasing Manager

Financial Advisor

Lawrence Technological University

Institute for Supply Management

Michigan State University

South Lake High School

Recommendations: 2

Purchasing

Supply Chain Management

Business Acumen

Automotive

Supply Management

Procurement

Strategic Sourcing

Global Sourcing

Bertrand Douxami

Mortgage Banker

Greater Detroit Area

Mortgage Banker

Director Of Sales

Director of Sales

Senior Sales Manager

Director of Sales CRM and BI Software

Financial Advisor

Broker- Financial Advisor

Director of Global Purchasing

Director of Operations and Sales

Director of Procurement

College Jeanne D'Arc , Rennes France

College University Belle Beille Angers France

Recommendations: 2

International Sales

Hotels

Customer Relations

Budgeting

Negotiation

Segmentation

Sales Management

Hotel Management

Darryl Nobles Jr

Digital Sales Executive

Greater Detroit Area

Digital Sales Executive

UMM Team Lead/Asst. Manager

ABC Sales Consultant

Financial Advisor in Training

Mortgage Banker

Shoe sales Specialist

Order Filler

Davenport University

Detroit Country Day School

Recommendations: 2

Mortgage Lending

Persuasion

Refinance

Influence At All Levels

Sales Presentations

Objection Handling

Marketing

Mortgage Banking

Jordan Boylan

Investment Advisor Representative of JBX Capital - A SEC Registered Investment Advisor

Greater Detroit Area

Investment Advisor Representative of JBX Capital - A SEC Registered Investment Advisor

Financial Consultant

Firefighter

President

Financial Advisor, Financial Education Specialist

Combat Engineer

Walsh College

Warren Mott

Recommendations: 1

Series 7

Investments

Mutual Funds

Asset Management

Portfolio Management

Asset Allocation

Securities

Equities

Fadi Douglas Osmano

Director of Operations

Greater Detroit Area

Director of Operations

Licensed Mortgage Broker

Loan Officer

Owner and Operator

Commercial and Fleet Manager

Financial Advisor

San Diego State University-California State University

Recommendations: 1

Real Estate

Mortgage Lending

Short Sales

Sales

Loans

First Time Home Buyers

Foreclosures

Refinance

f****[email protected]

Michelle A. Thomas, MBA

Regional Market Manager

Greater Detroit Area

Regional Market Manager

Maserati South East Region Vice President: Luxury Auto Sales | Management | Marketing | Operations

Brand Accessory Manager

Brand Marketing Specialist

Financial Advisor

Saturn Southwest Florida Dealer Candidate, Assistant General Manager, Marketing, Advertising

Director: Marketing, Advertising, Promotions

NADA

University of Toledo

Recommendations: 1

Marketing Strategy

Automotive

Marketing

Advertising

Sales

New Business Development

Customer Retention

Account Management

Ryan C. Gullikson

Resume Writer

Greater Detroit Area

Resume Writer

Customer Service Representative

Financial Advisor (FA)

Realtor Salesperson (RS)

Mortgage Solicitor (MS) and Branch Manager

Colorado Mesa University

Fruita Monument High School (School District 51)

Recommendations: 1

Financial Planning

Estate Planning

Insurance

Credit

Investment Properties

Retirement Planning

IRA's

Series 7

Bill Connell

Senior Vice President Branch Manager

Greater Detroit Area

Senior Vice President Branch Manager

Branch Manager

Sales Manager

Financial Advisor

Northwood University

plymouth christian academy

Recommendations: 1

Series 7

Investments

Series 63

Portfolio Management

Wealth Management

Securities

Mutual Funds

FINRA

Benjamin Chiu

Architect

Greater Detroit Area

Architect

Student Designer

Project Manager / Coordinator

Financial Advisor

Head Ohio Estimator

Designer

Crew Leader

Independent Design Worker

Lawrence Technological University

Recommendations: 1

SketchUp

AutoCAD

Photoshop

Rendering

Modeling

Revit

CAD

Tera Fett

Credit Analyst

Greater Detroit Area

Credit Analyst

Financial Consultant

Equity Specialist

Student

Bartender, Server, Trainer

Financial Advisor Internship

Kennesaw State University - Michael J. Coles College of Business

Recommendations: 1

Statistical Finance

Residential Mortgages

Mortgage Servicing

Financial Markets

Microsoft Excel

Finance

Financial Accounting

Customer Service

w****[email protected]

Melissa Shrimpton

Director of Investor Relations

Greater Detroit Area

Director of Investor Relations

Financial Advisor

Client Services & Operations Manager

Owner

Recommendations: 1

401k

Series 7

Series 66

Graphic Design

Variable Annuities

Life

Disability Insurance

Long Term Care Insurance

Crawford James II

Founder

Greater Detroit Area

Founder

Associate

Financial Advisor

Trader, Retirment Counselour, Investment Advisor

Berea College

Recommendations: 1

Jarret Shattuck

VP, Advisor Consultant

Greater Detroit Area

VP, Advisor Consultant

Regional Vice President

Financial Advisor

Vice President

Regional Vice President

Western Michigan University - Haworth College of Business

Recommendations: 1

Series 7

Risk Management

Mutual Funds

Finance

Asset Allocation

Securities

Shely L. Jackson

President

Greater Detroit Area

President

Operations Manager

AVP, Relationship Manager

Associate Financial Advisor

Regional Relationship Manager

Central Michigan University

Recommendations: 1

Sales Management

Sales

Cold Calling

New Business Development

Account Management

Accounts Payable

Accounts Receivable

Operations Management

Bradly Blausey

First Vice President, Financial Advisor, Senior Portfolio Managment Director

Greater Detroit Area

First Vice President, Financial Advisor, Senior Portfolio Managment Director

Financial Advisor

Eastern Michigan University

Recommendations: 0

Christopher L. DuComb

Greater Detroit Area

Director of Sales and Marketing

Global Equity Capital Markets

Financial Advisor

Lawrence Technological University

University of Massachusetts Boston

MHS

Saint Michael's College

Recommendations: 0

Alternative Investments

Portfolio Management

Hedge Funds

Investments

Equities

Series 7

Asset Allocation

Electronic Trading

Daniel G. Mulder

Lecturer I

Greater Detroit Area

Lecturer I

Adjunct Professor of Economics

Financial Advisor | Business Financial Advisor

University of Detroit Mercy

Eastern Michigan University

Recommendations: 0

Asset Allocation

Strategic Financial Planning

Financial Analysis

Insurance

Economics

Valuation

Series 7

Finance

Kevin Zezula

Associate Vice President, Financial Advisor

Greater Detroit Area

Associate Vice President, Financial Advisor

Ambassador

Vice Chairman of the Board

Assistant Vice President

College for Financial Planning

Michigan State University

Recommendations: 0

Colleen Ochoa Peters

Senior Director, Strategic & Planned Gifts

Greater Detroit Area

Senior Director, Strategic & Planned Gifts

Philanthropic Services

Financial Advisor

Assistant Director, Alumni Relations/Government Relations

Account Supervisor

Legislative Assistant

Indiana University

Oakland University

Recommendations: 0

Donor Advised Funds

Gift Planning

Philanthropy

Nonprofits

Planned Giving

Public Speaking

Fundraising

Community Development

Jonathan Uffelman

Branch Manager

Greater Detroit Area

Branch Manager

Financial Advisor

Bucknell University

Recommendations: 0

Business-Succession Strategies

Asset Allocation

Estate Investment Strategies

Insurance

Investment Strategies

Multigenerational Wealth Transfer Strategies

Risk Management Strategies

Wealth Management Services

Bradley Mikolajczyk, CPWA®, CRPC®

John A. Roselli

Managing Member

Greater Detroit Area

Managing Member

Managing Partner and Financial Advisor

President

Financial Planner

Registered Representative

Walsh College of Accountancy and Business Administration

Oakland University

College for Financial Planning

Wayne State University

Recommendations: 0

Longevity Planning and Retirement Income Distribution Specialist

Retirement

Finance

Small Business

Project Planning

Portfolio Management

Financial Planners

Disability Insurance

g****[email protected]

Wealth Management Advisor - Vice President

Greater Detroit Area

Wealth Management Advisor - Vice President

Board Member

Financial Advisor - Wealth Management

Owner

The University of Chicago - Booth School of Business

Eastern Michigan University

Orchard Lake St. Mary's Preparatory

Recommendations: 0

Executive Compensation

Mergers and Acquisitions

Capital Raises

Hedging and Monetization Strategies

Business Succession Planning

Transaction Planning

Business Sale

Venture Capital Exits

Zip Harlan

Financial Advisor

Greater Detroit Area

Financial Advisor

District Manager, MI

Director, Business Development

Territory Manager, Professional Services

Senior Attorney

CPA

SMU Law School

University of Notre Dame

Recommendations: 0

z****[email protected]

Daniel Lewis

Director Talent Acquisition

Greater Detroit Area

Director Talent Acquisition

Talent Acquisition Manager

Talent Acquisition Lead (Consultant)

Financial Advisor Associate

Manager, Talent Acquisition

Recruiting Manager/Division Director

Senior Technical Recruiter

Team Lead, Talent Acquisition

Yale University

Recommendations: 0

Matthew Riga

Financial Advisor

Greater Detroit Area

Financial Advisor

University of Michigan

Recommendations: 0

Asset Management

Investments

Series 7

Stavros Bezas

Manager - Gas Operations, Construction Design and Planning

Greater Detroit Area

Manager - Gas Operations, Construction Design and Planning

Senior Strategist

Risk Associate

CEO Staff / Enterprise Performance Management

Portfolio Manager / Head Trader

Financial Advisor

Financial Consultant Assistant

Oakland University

Henry Ford II High School

Recommendations: 0

Investments

Asset Allocation

Investment Management

Securities

Retirement Planning

Portfolio Management

Asset Managment

Risk Management

r****[email protected]

Elke Guertler

Business and Education Professional

Greater Detroit Area

Business and Education Professional

Treasurer and Board Member at Deutsche Sprachschule Bloomfield, Inc.

Teacher and Coordinator of German as a Second Language

Director of German Language Department

Financial Advisor

Executive Director, Corporate Purchasing

Director, Commercial Internal Auditing

Manager, Department Controlling and Administration

Career Training Program in Commercial Business Management

Universität Hohenheim; University of Hohenheim

Goethe-Institut

Bank Landesgirokasse Stuttgart

Recommendations: 0

German

Intercultural Communication

Management

Foreign Languages

English

Teaching

Teaching English as a Second Language

Translation

Darnell D. Jackson

Senior Vice President, Financial Advisor

Greater Detroit Area

Senior Vice President, Financial Advisor

First Vice President

University of Michigan

Recommendations: 0

Curtis Pope

Financial Advisor

Greater Detroit Area

Financial Advisor

Founder

Executive Assistant to the Director of Development

Volunteer

Marketing Intern

Research Intern

Columbia University in the City of New York

Gordon College

Peking University

Northwestern University

Recommendations: 0

David Biondo

Financial Advisor

Greater Detroit Area

Financial Advisor

Vice President

Senior Vice President Investment Banking

Director of Corporate Finance

Associate

Intern

University of Michigan

Dearborn High School

Recommendations: 0

Kristopher Gutowski

Financial Advisor

Greater Detroit Area

Financial Advisor

University of Michigan

Recommendations: 0

CSS

C++

Data Analysis

Digital Marketing

SPSS

HTML

Finance

Investments

Ian Waldo

Financial Advisor, Wealth Management Specialist

Greater Detroit Area

Financial Advisor, Wealth Management Specialist

Accounting & Operations Analyst

Residential Advisor

University of Michigan-Dearborn

Recommendations: 0

i****[email protected]

David Boike

Retirement Resources Specialist & Financial Advisor Serving the Greater Flint & Clarkston, MI area

Greater Detroit Area

Retirement Resources Specialist & Financial Advisor Serving the Greater Flint & Clarkston, MI area

Financial Advisor & Expert | Senior Financial Consultant | IRA Expert

Financial Contributing Speaker | Financial TV Host & Writer

Advisor

Financial Advisor & Manager | Wealth Planning

Calvin College

Cornerstone University

Recommendations: 0

Investments

Wealth

Securities

IRAs

Financial Services

Fixed Annuities

Asset Management

Long-term Care

Adam Gordon

Financial Advisor / College Unit Director

Greater Detroit Area

Financial Advisor / College Unit Director

Michigan State University

Recommendations: 0

Sales Process

Financial Analysis

Strategic Financial Planning

Investments

Finance

Financial Modeling

Life Insurance

Insurance

a****[email protected]

Michael Fleischer

Financial Advisor

Greater Detroit Area

Financial Advisor

Michigan State University

Recommendations: 0

M****[email protected]

Aman Awan, CFP®

Registered Representative,CUSO Financial Services, L.P. at DFCU Financial

Greater Detroit Area

Registered Representative,CUSO Financial Services, L.P. at DFCU Financial

Vice President-Wealth Management Advisor

Regional Vice President

Account Executive

Regional Vice President-Insurance Wholesaler

Financial Advisor

Oakland University

Recommendations: 0

a****[email protected]

Bilal Khaled

Bookkeeper

Greater Detroit Area

Bookkeeper

ACCOUNTANT & TAX SPECIALIST

Accountant

Full Manager Bookkeeper

Accountant & Financial Advisor

ASHFORD UNIVERSITY

AUB UNIVERSITY /BEIRUT-LEBANON

M.KORAYEM HIGH SCHOOL /ALEX,EYGPT

Recommendations: 0

Accounting

Financial Reporting

Financial Accounting

General Ledger

Account Reconciliation

Auditing

Internal Controls

Tax

Leonard (LEO) Gilroy-Solano

Associate Vice President at

Greater Detroit Area

Associate Vice President at

Account Vice President

Financial Advisor

Michigan State University

Recommendations: 0

Investments

Mutual Funds

Retirement Planning

Sales

Fixed Income

Separately Managed Accounts

ETFs

Leadership

g****[email protected]

Matt Matuza

Vice President/Senior Financial Advisor

Greater Detroit Area

Vice President/Senior Financial Advisor

Kettering University

Recommendations: 0

James Duronio, MSF, CAIA, CIMA®, AIF®

Larry Petz

Financial Advisor

Greater Detroit Area

Financial Advisor

Director, Global Executive Compensation

Senior Account Manager

Senior Manager Executive Compensation

Director, Global Compensation and Mobility

Executive Compensation and Stock Plan Manager

Solutions Manager

Michigan State University

Recommendations: 0

Executive Compensation

Incentive Programs

Compensation

Equity Compensation

Market Pricing

Deferred Compensation

401k

Executive Pay

l*****@visteon.com

Investment Manager and Financial Advisor

Greater Detroit Area

Investment Manager and Financial Advisor

Investment Executive

Vice President, Investment Specialist

Portfolio Manager & Director of Investment Research

Manager of Investment Research

Walsh College

Oakland University

Recommendations: 0

Alternative Investments

Investments

Portfolio Management

Securities

Asset Allocation

Mutual Funds

Wealth Management

Investment Advisory

Brigitte Jaward- Hachem

Chief Executive Officer

Greater Detroit Area

Chief Executive Officer

Chief Executive Officer- Real estate and Financial services

President

Vice President/ Premier Relationship Manager

Senior Financial Advisor

Financial Advisor

President/Ceo Mortgage Brokerage/ Lender-Broker License

Global Academy of Financial Management

Pacific Western University- california- NOW California Marimer University

American Academy of Financial Management

Kaplan Business School Pty Limited

Michigan Institute of Real Estate- State of Michigan

The American College

Wayne County Community College District

Recommendations: 0

Banking

Credit

Social Media

Loans

Investments

Portfolio Management

Mortgage Lending

Asset Managment

Shawn Ewasyshyn

Associate Financial Advisor

Greater Detroit Area

Associate Financial Advisor

Campus Staff

Campus Intern

Moody Bible Institute

University of Michigan

De La Salle Collegiate

Recommendations: 0

Lance Vainik

President of Viking Financial Group, Inc. ( An Independent Firm ) and Investment Advisor

Greater Detroit Area

President of Viking Financial Group, Inc. ( An Independent Firm ) and Investment Advisor

Treasurer

2nd Vice President/ Financial Advisor

Lawrence Technological University

University of Detroit-Financial Planning curriculum

Southfield Lathrup High School

Recommendations: 0

Investments

Risk Management

Financial Planning

Estate Planning

Portfolio Management

Insurance

Retirement Planning

Stock Collars

l****[email protected]

d*****@dashover.com

Kelley Snook

President - Consulting Group

Greater Detroit Area

President - Consulting Group

President

Retirement Plan Advisor

Financial Advisor

Western Michigan University

Recommendations: 0

401k

Defined Benefit

403 b

403b

Gigi Hommel

Vice President-Investments

Greater Detroit Area

Vice President-Investments

VP Banker Private Wealth Management

Financial Advisor

Marketing & Sales

Account Coordinator

Michigan State University

Recommendations: 0

2****[email protected]

Joe Damman

Sales Manager

Greater Detroit Area

Sales Manager

Account Manager

Global Shared Services Accountant

Staff Accountant, Audit

Accounting/AP/Payroll Intern

Financial Advisor Internship

Oakland University

Recommendations: 0

General Ledger

Account Reconciliation

Financial Statements

Accounting

Auditing

Accounts Payable

Finance

Customer Service

Diane S. Winner, CFP®

LPL Financial Advisor

Greater Detroit Area

LPL Financial Advisor

Eastern Michigan University

Recommendations: 0

Kirk Jewell

Owner

Greater Detroit Area

Owner

Financial Advisor

College for Financial Planning

University of Michigan-Flint

Recommendations: 0

Long Term Care Insurance

Retirement

Disability Insurance

Life Insurance

Health Insurance

Financial Goals

Wealth Management...

Tax

Sara Wohl, CRPC®, CFP®

Financial Advisor

Greater Detroit Area

Financial Advisor

Investment Analyst

Audit Intern

Tax Preparer

University of Michigan - Stephen M. Ross School of Business

Walsh College of Accountancy and Business Administration

Recommendations: 0

Josh Brehm

Financial Advisor, Senior Vice President

Greater Detroit Area

Financial Advisor, Senior Vice President

District Manager

Business Development Officer

Branch Manager

Oakland University

Walsh College

Alma College

Recommendations: 0

Loans

Portfolio Management

Underwriting

Banking

New Business Development

Commercial Banking

Strategic Leadership

Investments

Melissa Joy, CFP®

Partner, Director of Wealth Management, Financial Planner

Greater Detroit Area

Partner, Director of Wealth Management, Financial Planner

Financial Advisor

University of Michigan

Boston University

Recommendations: 0

Due Diligence

Portfolio Management

Practice Management

Financial Planning

Asset Management

Private Wealth Management

Sudden Money

Investments

Dan Krauskopf CFP®, MSF

Financial Advisor/Owner

Greater Detroit Area

Financial Advisor/Owner

Adjunct- Personal Financial Planning

Financial Advisor

Walsh College of Accountancy and Business Administration

Saginaw Valley State University

Recommendations: 0

f****[email protected]

Jim Smallegan, CPA

Financial Advisor

Greater Detroit Area

Financial Advisor

Wealth Management Advisor

Hillsdale College

Recommendations: 0

Danielle Workman

Financial Advisor

Greater Detroit Area

Financial Advisor

Membership Manager

Business Development/Niche Director

Personal Shopper

Recommendations: 0

ANTONIO A STOKES

Wealth Management & Consulting

Greater Detroit Area

Wealth Management & Consulting

Sr. Loan Officer, NMLS#804077

Founding Member

Financial Advisor

Professional Consulting

Business Partner- Mortgages

Retail Sales Manager

LOAN OFFICER

Loan Officer

corporate sales

Recommendations: 0

Wealth Management

Mortgage Lending

Real Estate

Strategic Consulting

Leadership

Small Business

Microsoft Office

Marketing

c*****@stokesalliances.com

a****[email protected]

Ellis Liddell

CCO/ President

Greater Detroit Area

CCO/ President

Financial Advisor

Owner

Financial Expert

Vice President

Financial Writer

Mississippi College

Recommendations: 0

Public Speaking

Financial Analysis

Team Building

Strategic Financial Planning

Investments

Portfolio Management

Retirement Planning

Retirement

Terri Ahlquist Mezel

Program Manager

Greater Detroit Area

Program Manager

Program Manager Interiors and Exteriors

Program Manager

Financial Controller

Financial Advisor

Eastern Michigan University

Recommendations: 0

APQP

Program Management

PPAP

Supplier

TS16949

Contract Negotiation

Lean Manufacturing

Operations Management

John A. Birchler, CFP®

Financial Advisor

Greater Detroit Area

Financial Advisor

Executive Director for Business and Operations

Financial Analyst

Audit Manager

University of Michigan - Stephen M. Ross School of Business

Brother Rice High School

Recommendations: 0

Michael K. Fenster, CLU®, ChFC®

Financial Advisor

Greater Detroit Area

Financial Advisor

Eastern Michigan University

Southfield-Lathrup Senior High School

Recommendations: 0

Joseph Ciesinski

Financial Advisor

Greater Detroit Area

Financial Advisor

Kalamazoo College

De La Salle Collegiate

Recommendations: 0

Wealth Management Services

Securities

Mutual Funds

Investments

Finance

Strategic Financial Planning

Series 7

Wealth Management

Owen Farah

Financial Advisor

Greater Detroit Area

Financial Advisor

Campus Representative

McMaster University

Eastern Michigan University

Recommendations: 0

o****[email protected]

Kynika Sims, MBA

Senior Retail Pharmaceutical Sales Professional

Greater Detroit Area

Senior Retail Pharmaceutical Sales Professional

Executive Therapeutic Representative

Independent Investor and Financial Advisor

Senior Therapeutic Specialist

Marketing and Sales

Wayne State University

Michigan State University

Recommendations: 0

Central Nervous System

Allergy

Pharmaceutical Sales

Diabetes

Pain Management

Neurology

Pharmaceutical Industry

Cardiology

Monika Rittner

Financial Advisor

Greater Detroit Area

Financial Advisor

President, Board of Directors

Financial Advisor

Michigan Technological University

Recommendations: 0

Christopher Gough

Regional Sales Director - Michigan

Greater Detroit Area

Regional Sales Director - Michigan

Regional Manager - Michigan NMLS #406614

Home Lending Sales Manager - Oakland County -NMLS #406614

Lending Manager - First Vice President

District Manager, First Vice President

Branch Manager, Vice President

Licensed Relationship Banker

Financial Advisor

Registered Client Associate

Operations Specialist

Florida Atlantic University

Recommendations: 0

Mortgage Lending

Loans

Credit

Banking

Portfolio Management

Coaching

Investments

Leadership

Mike Bisaro AIF®

Vice President & Regional Director

Greater Detroit Area

Vice President & Regional Director

Financial Advisor

New Mexico State University

Grosse Ile High School

Recommendations: 0

Erick Saucedo

RAM Product Development - Purchasing

Greater Detroit Area

RAM Product Development - Purchasing

Program Manager - Purchasing @ Italy

Commodity Manager - Chassis & Stamping

Purchasing Program Manager - US/Mex

Sr Procurement Specialist

Score Coordinator

Procurement Specialist

Production Control

Financial Advisor

Project Leader

Universidad Anahuac

Recommendations: 0

Cost Reduction

Supplier Negotiations

Cost Savings

Global Sourcing

Purchasing

International Business

Product Development

Process Improvement

David Mallia

Regional Sales Director

Greater Detroit Area

Regional Sales Director

Branch Manager

Financial Advisor

University of Michigan

Hartland High School-Class of 1983

Recommendations: 0

Retirement Planning

Strategic Financial Planning

Investments

Series 63

Wealth Management

Fixed Annuities

Series 7

Investment Advisory

Eze Ejelonu

Business Consultant

Greater Detroit Area

Business Consultant

Sales Consultant

Financial Advisor (PMD)

Business Development

Central Michigan University

Michigan State University

PCH

Recommendations: 0

Sales

Marketing Strategy

Advertising

New Business Development

Territory Development

Territory Management

Leadership

Microsoft Office

Dave Elliott

Sr. Associate - International Transfer Pricing

Greater Detroit Area

Sr. Associate - International Transfer Pricing

International Transfer Pricing Associate

Business Coordinator

Financial Advisor

Albion College

Recommendations: 0

Finance

Analysis

Budgets

Insurance

Time Management

Financial Analysis

Strategic Financial Planning

Tax

Brian Stone

Wealth Advisor

Greater Detroit Area

Wealth Advisor

Executive Recruiter

Financial Advisor

Account Manager/Recruiter

Northwood University

Edsel Ford

Recommendations: 0

Series 7, Series 66, Life & Health Insurance License

Commodities & Futures Trader

Investments

Applicant Tracking Systems

Recruiting

Talent Acquisition

Strategic Financial Planning

Insurance

Sanja Savich-Berhamovich

Financial Advisor

Greater Detroit Area

Financial Advisor

UK and International Sales Manager

Account Executive

Business Manager

Consultant

Business Manager

University of Michigan

University of Odense

University Dzemal Bijedic, Mostar

Recommendations: 0

Chris D. Walsh

Senior Vice President | Financial Advisor

Greater Detroit Area

Senior Vice President | Financial Advisor

University of Michigan

Recommendations: 0

Melanie Steele

Vice President of Operations

Greater Detroit Area

Vice President of Operations

Registered Financial Advisor

Director of Operations

Principal/ Broker

Consultant

University of Michigan - Stephen M. Ross School of Business

Walsh College of Accountancy and Business Administration

Clean Edison

University of Detroit Mercy

Recommendations: 0

Strategic Planning

Organizational Development

Change Management

Leadership Development

Business Planning

Relationship Management

Managerial Finance

Business

John Lambert, CFP®, CLU™, ChFC

Paul Kadesch

Financial Advisor

Greater Detroit Area

Financial Advisor

Michigan State University

Recommendations: 0

p****[email protected]

Sr. Financial Advisor/Certified Financial Planner® at The Investment Center at FirstMerit Bank

Greater Detroit Area

Sr. Financial Advisor/Certified Financial Planner® at The Investment Center at FirstMerit Bank

Financial Advisor

Financial Consultant

Agent

Owner

University of Michigan-Flint

Grand Blanc High School

Recommendations: 0

l****[email protected]

Greg Adamczyk

Financial Advisor

Greater Detroit Area

Financial Advisor

Registered Representative

Investment Advisor Representative

Mortgage Banking Intern

Northwood University

Recommendations: 0

g****[email protected]

Stuart Solomon

The Shayne Solomon Group at Morgan Stanley, Financial Advisor

Greater Detroit Area

The Shayne Solomon Group at Morgan Stanley, Financial Advisor

Director of Finance

MBA Summer Intern

Senior Associate

Financial Analyst - Corporate Finance Department

University of Wisconsin-Madison - School of Business

Michigan State University

Recommendations: 0

Jeff Geralds

Chief Compliance Officer

Greater Detroit Area

Chief Compliance Officer

Financial Professional

Financial Advisor

Financial Representative

N.A. Sales Mgr. - Automotive Div.

Sr. Account Manager

Wayne State University

Lamphere High School

Recommendations: 0

Jack K. Riashi, Jr. CFP®

Financial Advisor

Greater Detroit Area

Financial Advisor

Director of Investments

President/Owner

Wayne State University

Recommendations: 0

Financial Planning

Investments

Asset Allocation

Portfolio Management

Mutual Funds

Retirement Planning

Strategic Financial...

Investment Strategies

Eric Konopka, MBA

Financial Advisor

Greater Detroit Area

Financial Advisor

General Manager (VP/Director)

General Manager

Account Manager II

Account Manager

Central Michigan University

Recommendations: 0

Brian Schrag CFP®

Vice President - Investments

Greater Detroit Area

Vice President - Investments

Vice President

Financial Advisor

University of Michigan

Reeths Puffer High School

Recommendations: 0

Eric Seger, Certified Financial Planner®

Principal

Greater Detroit Area

Principal

Financial Advisor

Program Manager

University of Michigan-Dearborn

Michigan State University

Recommendations: 0

Jim Racine

Director of Sales - North America

Greater Detroit Area

Director of Sales - North America

Financial Advisor - LPL Financial

Global Sales Marketing Director

Director Of Business Development

University of Wisconsin-Madison

Green Lake High School

Recommendations: 0

Financial Advisory

Personal Financial...

Retirement Planning

401k Rollovers

IRAs

Investments

College Savings Plans

Investment Advisory

Tim Morbach

Structured Settlement Consultant

Greater Detroit Area

Structured Settlement Consultant

National Sales Dir., Settlement Conslt & Financial Advisor

VP-Investments, Financial Advisor, Structured Settlement Consultant

University of Michigan-Dearborn

University of Michigan - AA

Recommendations: 0

Roosevelt Grayson

LPL Financial Advisor

Greater Detroit Area

LPL Financial Advisor

Financial Advisor - VP

Recommendations: 0

r****[email protected]

Jill Tullio

Financial Advisor

Greater Detroit Area

Financial Advisor

University of Michigan

Recommendations: 0

Estate Planning

Finance

Financial Services

Retirement Planning

Portfolio Management

Investment Advisory

Mutual Funds

Education Planning