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Category Archives: Financial Planning
Sherri Miller
Title: Vice President of Finance and Accounting Company: DrugDev, Inc. Location: Pottstown, PA Pottstown, PA, August 25, 2016, Sherri Miller, Vice President of Finance and Accounting of DrugDev, Inc., has been recognized by Elite American Executives, for dedication, achievement and … Continue reading
Posted in accounting, Finance, Financial Planning
Tagged accounting, budgets, finances, financial analyst, pharmaceutical
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Augustus Jones
Title: Chief Executive Officer Company: A M Jones Income Tax Services Location: Richmond, VA
Posted in Finance, Financial Planning
Tagged ceo, Financial Planning, income tax, tax, tax services
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Lucas L. Denn
Title: Director, Trustee Company: Catues International Company Trust Location: Woodinville, WA Woodinville, WA, April 5, 2016, Lucas Denn, Director and Trustee of Catues International Company Trust, has been recognized by Elite American Executives, for dedication, achievement and leadership in private … Continue reading
Posted in Finance, Financial Planning
Tagged asset management, joint capital, private placement services, trust, venture capital
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Michael Blakney
Title: Manager, Financial Planning and Analysis Company: Imaging Sciences International, LLC Location: Hatfield, PA, United States HATFIELD, PA, November 14, 2013, Michael Blakney, Manager of the Financial Planning and Analysis Department for Imaging Sciences International, LLC, has been recognized by Elite American Executives … Continue reading
Posted in accounting, Finance, Financial Planning
Tagged accounting, commerce, cpa, financial reporting, operations
William “Bill” Bitters, CFP, MDRT
Title: President Company: United Financial Information Services (UFIS) Location: Sioux City, Iowa Sioux City, IA, November 25, 2015, William “Bill” Bitters, CFP, MDRT, President of United Financial Information Services (UFIS), has been recognized by Elite American Executives for dedication, achievement … Continue reading
Craig L. Pearson, CFA
Title: Chief Executive Officer and Co-Founder Company: Private Wealth Systems Location: Mooresville, NC Mooresville, NC, Craig Pearson, chief executive officer and co-founder of Private Wealth Systems, has been recognized by Elite American Executives for dedication, achievements and leadership in financial … Continue reading
Posted in Finance, Financial Planning, Technology
Tagged chartered financial analyst, investments, wealth management
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Michael S. Ball, CRPC
Title: Associate Financial Advisor Company: Ameriprise Financial, Inc. Location: Walnut Creek, CA WALNUT CREEK, CA, February 12, 2015, Michael S. Ball, CRPC, Associate Financial Advisor for Ameriprise Financial, Inc., has been recognized by Elite American Executives for dedication, achievements and … Continue reading
Patricia F. Raskob
Title: President Company: Raskob Kambourian Financial Advisors Location: Tucson, AZ Patricia F. Raskob, President of Raskob Kambourian Financial Advisors, has been recognized by Elite American Executives for dedication, achievements, and leadership in charitable estate planning. In her role at the helm of a trusted … Continue reading
Posted in Financial Planning
Tagged asset management, estate planning, finances, retirement, tax strategies
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