Top Investment Consultants in Greater Detroit Area
Susie Vestevich, Esq.
Corporate Communications (Consultant)
Greater Detroit Area
Corporate Communications (Consultant)
Physician Network Build (Tele-Behavioral Health) Consultant
Director - Physician Network and New Business Development (Telemedicine)
Manager - Health Policy / PR / Corporate Communications / Thought Leader Liaison
Manager - Legislative and Reimbursement Affairs (Health Policy Affairs)
Of Counsel Attorney / Sales / Advertising & Marketing Executive
Account Executive
Trust Officer / Securities Investment Consultant
Clerkship - Circuit Court Judicial Court: Judge James R. Chylinski
University of Detroit Mercy School of Law
University of Michigan
University of Salamanca (Madrid, Spain)
Recommendations: 5
Creative Strategy
Brand Awareness
Corporate Communications
Strategic Partnerships
Creative Writing
Medical Devices
Strategic Planning
International Relations
s****[email protected]
Justin Wade
Senior Financial Planning Manager
Greater Detroit Area
Senior Financial Planning Manager
Business Manager - Commercial Finance
Senior Financial Analyst - Manufacturing Finance
Senior Financial Analyst - Corporate FP&A
Project Administrator
Data Administrator
Investment Consultant
Investment Specialist
Client Relationship Associate
University of Michigan - Stephen M. Ross School of Business
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
West Carteret High School
Northfield Mount Hermon School
Recommendations: 5
Financial Modeling
Cross-functional Team Leadership
Analytics
Forecasting
Leadership
Analysis
Business Planning
Business Intelligence
j****[email protected]
John Wallick, CFA, CFP®
Regional Investment Consultant
Greater Detroit Area
Regional Investment Consultant
Investment Leader
Platform Director
Manager
Staff Associate
Financial Professional
Mananger
University of Michigan - Stephen M. Ross School of Business
University of Michigan
Okemos High School
College for Financial Planning
Recommendations: 0
j****[email protected]
Andrew Augustine
Financial Consultant
Greater Detroit Area
Financial Consultant
Financial Consultant
Investment Consultant
Financial Consultant
Financial Consultant
Financial Services Associate
University of Michigan
Recommendations: 0
Financial Services
Finance
Securities
Microsoft Excel
Sales
Cross-functional Team Leadership
Microsoft Office
Team Leadership
d****[email protected]
Cortez Starks
Financial Consultant
Greater Detroit Area
Financial Consultant
Investment Consultant
Financial Representative
Michigan State University
Recommendations: 0
c****[email protected]
Jason Budrick, CFP®, AWMA®
Financial Advisor, Principal in the firm
Greater Detroit Area
Financial Advisor, Principal in the firm
Private Client Relationship Manager
Internal Sales Representative
VP Investment Consultant
Registered Representative
Registered Representative
Registered Representative
Michigan State University
College for Financial Planning
Florida State University
Forest Hills Central
Recommendations: 0
Retirement Planning
Social Security
Investment Strategies
Asset Allocation
Mutual Funds
Options Strategies
Tax Planning
Estate Planning
j****[email protected]
Steven Pomaville
Vice President and Trust Advisor
Greater Detroit Area
Vice President and Trust Advisor
Wealth Management Advisor
Senior Wealth Manager
Banker
Investment Consultant
Oakland University
Wayne State University
Recommendations: 0
Strategic Financial Planning
Wealth
Investments
Portfolio Management
Series 63
Wealth Management
Management
Trusts
m****[email protected]
s****[email protected]
