Top Financial Professionals in Greater Milwaukee Area
Vanessa Welter
Financial Professional Associate
Greater Milwaukee Area
Financial Professional Associate
Vice President Earned Media
Director of Communications
Director of Public Relations and Milwaukee Film Office
Senior Associate
Marketing Communications
Public Relations and Communications Specialist
Concordia University-Wisconsin
Marquette University
University of Wisconsin-Milwaukee
Recommendations: 9
Marketing Communications
Integrated Marketing
Advertising
Crisis Communications
Social Media Marketing
Brand Development
Event Management
Blogging
n****[email protected]
Leo Moorhead
Director of Sales and Marketing
Greater Milwaukee Area
Director of Sales and Marketing
Financial Professional at the Prudential Insurance Company of America
Product expert, and problem solver
Wisconsin Project Manager
Sales
Sales
Sales
Imaging Coordinator
Finishing operator
Kaplan University
Waukesha area technical college
University of Wisconsin-Stout
Homestead High School
Recommendations: 6
Advertising
Marketing
Sales
Direct Mail
Marketing Communications
Management
Training
Customer Service
c*****@wi.rr.com
l****[email protected]
Kristie R. Malone, CFP, CLU
Financial Professional at AXA Advisors, LLC
Greater Milwaukee Area
Financial Professional at AXA Advisors, LLC
Recommendations: 0
Fixed Annuities
Investments
Insurance
Retirement Planning
Retirement Benefits
Financial Markets
Financial Analysis
Asset Allocation
k****[email protected]
Linda Grady
Private Client Banker
Greater Milwaukee Area
Private Client Banker
Community Outreach Coordinator
Vice President and scholarship co-chair
Relationship Banker
Director of Professionalism
Financial Professional
Investment Advisor Representative
Director Of Membership
Financial Advisor
Article Writer
Financial Professional Associate
Hamline University School of Law
University of Wisconsin-Madison
Hartford Union High School
Recommendations: 0
l****[email protected]
Robert E Bortz Jr, CFP®
Financial Professional
Greater Milwaukee Area
Financial Professional
Financial Advisor
Financial Advisor
University of Missouri-Columbia
Recommendations: 0
Wealth Management
Financial Planning
Investment Strategies
Tax-advantaged Investment Strategies
Financial Services
Insurance Planning
Estate Planning
Retirement Planning
r****[email protected]
Sue Amato
Seeking new career
Greater Milwaukee Area
Seeking new career
Financial Professional
Contract Administrator
Administrative Assistant
Regis College
Recommendations: 0
Accounting
Microsoft Excel
Microsoft Word
Negotiation
Fundraising
Financial Reporting
Analysis
Invoicing
s****[email protected]
Rich Trinitapoli
Managing Partner
Greater Milwaukee Area
Managing Partner
Financial Professional
Managing Director
University of Wisconsin - Whitewater
Recommendations: 0
t*****@paramountfinancialstrategies.com
Sam Regalado
Indoor Environmental Consultant/Project Scientist
Greater Milwaukee Area
Indoor Environmental Consultant/Project Scientist
Cashier
Financial Professional Associate
Lawn Route Specialist/Technician
Employee of Future Agent
Sales Representative/Independent Contractor
Insurance Agent
Supervisor
Promotional Advertiser
Landscape Technician
University of Minnesota-Twin Cities
Marquette University High School
Recommendations: 0
Indoor Air Quality
Microscopy
Microbiology
Asbestos
Customer Service
Spanish
Public Speaking
Social Media
s****[email protected]
