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Bookkeepers in Wellesley, MA

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250 results found

Megan Farrell Boston, MA

Professions & Specialties

Finance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Finance Associate at Bain Capital
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bain Capital - BostonFinance Associatesince Mar 2012Sun Life Financial Financial Analyst - Capital ManagementAug 2011 - Apr 2012

Lauri Maney Boston, MA

Professions & Specialties

Finance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeRetail ProfessionalRetail SalespersonMarket Research AnalystAdvertising Sales Agent

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Coldwell Banker - Wellesley, MARealtorsince Oct 2012JONES WORLDWIDE, INC - Greater Chicago AreaControllerJun 2003 - 2011

Barbara Wilfand Boston, MA

Professions & Specialties

Certified Public AccountantTax ConsultantAccounting BookkeeperBookkeeperTax AccountantManagerOperations ManagerCustomer ServiceClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonInformation Technology SpecialistIT SpecialistCounselorAdvisor

Experience & Education

Position:
Senior Tax Manager at Simches & Co, CPA, PFS
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Simches & Co, CPA, PFS - Wellesley, MASenior Tax Managersince 1999Compaq / Digital Equipment Corporation - Maynard, MATransfer Pricing Manager, Senior Tax Consultant1991 - 1998
Skills:
Income Tax, Partnership Taxation, Tax Research, Corporate Tax, S Corporations, Tax Accounting, Tax...

Dori Schwartz Boston, MA

Professions & Specialties

ControllerAccounting ClerkAccounting BookkeeperBookkeeperComputer Software ProfessionalSoftware DevelopersBusiness AdministratorMaster of Business AdministrationBachelor of Business AdministrationOperations Manager

Experience & Education

Position:
Assistant Controller at REZ-1
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
REZ-1 - Wellesley, MAAssistant Controllersince Mar 2012REZ-1 Senior Staff AccountantMay 2011 - Mar 2012

Michael Kelly Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystApprenticeAnalystsStudent WorkerSoftware Developers

Experience & Education

Position:
Pricing Analyst at GMO
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
GMO - Boston, MAPricing Analystsince Oct 2011Eaton Vance - Greater Boston AreaPerformance & Analytics InternApr 2011 - Sep 2011

Joshua Street Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperLibrary AssistantLibrarianInvestment AnalystPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Investment Analyst at Street Financial Services, Horn Library Assistant at Babson College
Title:
Horn Library Assistant at Babson College
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Street Financial Services - Methuen, MAInvestment Analystsince May 2012Babson College - Wellesley, MAHorn Library Assistantsince Sep 2012

Amy Goyette Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersSupporting MemberTeam Member

Experience & Education

Position:
Registered Client Service Associate at UBS Financial Services Inc.
Title:
Registered Client Service Associate at UBS
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Wellesley, MARegistered Client Service Associatesince Aug 2011The KG Associates Group Liquidations and Appraisals2008 - Jul 2011

Bryce Martins Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersProject ManagerContractorProject ManagersMarketing ManagerOperations ManagerInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Internal Wholesaler at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAInternal Wholesalersince Jul 2013Ortronics - New London/Norwich, Connecticut AreaTraining and Contractor Project ManagerJan 2013 - Jul 2013

Lucinda Stratton Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperOffice AssistantCounselorSupporting MemberOffice ClerkClerical SpecialistAdvisorTeam MemberPhysical Therapy SpecialistPsychology Specialist

Experience & Education

Position:
Executive Assistant at GW & Wade, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
GW & Wade, LLC - Wellesley, MAExecutive Assistantsince Apr 2010Excalibur Management Portfolio AdministratorFeb 2007 - Feb 2010

Phil Malek Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerInvestorAnalystAnalysts

Experience & Education

Position:
Vice President, Investor Relations at Sun Life Financial
Title:
VP, Investor Relations at Sun Life Financial
Location:
Toronto, Ontario, Canada
Industry:
Financial Services
Work history:
Sun Life Financial - Toronto, CanadaVice President, Investor Relationssince Apr 2010Sun Life Financial - Wellesley, MA USAVice President, StrategyMar 2008 - Apr 2010

Eryn Brownlee Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberStudent Worker

Experience & Education

Position:
Client Service Associate at Morgan Stanley Smith Barney
Title:
Registered Client Service Associate at Morgan Stanley
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAClient Service Associatesince Jan 2012UBS - Springfield, Massachusetts AreaClient Service AssociateMar 2011 - Feb 2012

Brian Kelleher Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeLeaderManagersStudent Worker

Experience & Education

Position:
Wealth Management Intern – The Mohamed-Penta Wealth Management Group at UBS
Title:
Wealth Management Intern at UBS
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS - Wellesley, MAWealth Management Intern – The Mohamed-Penta Wealth Management Groupsince Jun 2011Bentley University Orientation LeaderMar 2011 - Jul 2011
Skills:
Financial Analysis, Scenario Analysis, SAP, PowerPoint, Microsoft Excel, Microsoft Office
Languages:
Spanish
Certifications:
Bloomberg Certified, Bloomberg LP

Dilshad Sidhu Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent WorkerOperations Manager

Experience & Education

Title:
Babson College Alum
Location:
Babson Park, Massachusetts
Industry:
Financial Services
Work history:
KPMG - New Delhi Area, IndiaInternJun 2011 - Jul 2011PepsiCo - Punjab, IndiaInternJul 2009 - Aug 2009

Scott Tourgee Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceOperations ManagerProject ManagersMaster of Business AdministrationService Operations ExpertManagers

Experience & Education

Position:
VP, Relationship Manager at Eagle Investment Systems
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Eagle Investment Systems - Wellesley, MAVP, Relationship Managersince Aug 2013J.P. Morgan - Boston, MAVice President - Client Service Account ManagerApr 2013 - Aug 2013

Chris Moleske Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations Manager

Experience & Education

Position:
Field Vice President- M Financial at TIAA-CREF
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
TIAA-CREF - Boston, MAField Vice President- M Financialsince Jan 2012Sun Life Financial - Wellesley Hills MADirector2008 - Jan 2012

Jonathan Penta Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentVice PresidentChief ExecutiveAdvisor

Experience & Education

Position:
Senior Vice President - Wealth Advisor at UBS Financial Services
Title:
Senior Vice President, UBS Financial Services
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
UBS Financial Services Senior Vice President - Wealth Advisorsince 2007Morgan Stanley First Vice President - Wealth AdvisorJul 2001 - Mar 2007

Shawn Devaney Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagement AnalystAnalysts

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
The Mohamed-Penta Wealth Management Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 55 William St, Wellesley, MA 02481Financial Advisorsince Mar 2007
Skills:
Strategic Financial Planning, Fixed Income, Wealth, Education Funding, Bloomberg, Options,...

Guangwei Qin Boston, MA

Professions & Specialties

Accounting BookkeeperAccounting ClerkAccounts PayableAccounts Payable SpecialistBookkeeperSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Title:
Accounting Professional
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Feeney Brothers Excavation Corporation - Dorchester,MAAccounting ClerkMay 2011 - Aug 2012Maloney Properties - Wellesley, MAAccounting ClerkJul 2010 - Sep 2010

Lisa Morrissey Boston, MA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersSupporting MemberTeam MemberOffice RunnerContractorAdvisorAnalystsCourierSenior Design EngineerHead EngineerEngineering ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonModelMaster of Business AdministrationInformation Technology SpecialistIT SpecialistChief Executive

Experience & Education

Position:
Financial Analyst at Aurora Financial Advisors LLC
Title:
Financial Analyst, Aurora Financial Advisors LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Aurora Financial Advisors LLC - Wellesley, MAFinancial Analystsince Apr 2012Raymond James & Associates, Inc Registered Client Service AssociateMar 2011 - May 2012

Shepard Campo Boston, MA

Professions & Specialties

Tax AccountantAccounting ClerkAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOperations ManagerIT Specialist

Experience & Education

Position:
Sr. Tax Accountant at Continental Resources
Title:
at Continental Resources
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Continental Resources - Bedford, MASr. Tax Accountantsince Feb 2010HYSTER NEW ENGLAND, INC - Billerica, MASenior Staff AccountantJan 2006 - Aug 2010

Phil Plageman Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount Service ManagerClient Service OfficerMarketing DirectorChief ExecutiveCustomer ServiceOperations ManagerProduction ManagerMarket Research AnalystSurvey ResearcherSoftware Developers

Experience & Education

Position:
Business Development and Key Accounts Manager at Fluent Technologies
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fluent Technologies - Woburn, MABusiness Development and Key Accounts Managersince Feb 2007Redstart Systems - Roslindale, MADirector of Marketing and SalesApr 2005 - Feb 2007

Bruce Baird Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystCounselorAnalystsAdvisorCo-FounderManaging MemberFounderFounding MemberChief ExecutiveManagerOperations ManagerFinancial ManagerPortfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial OfficerDeputy ManagerDepartment Store SalespersonRetail ProfessionalRetail SalespersonMathematicianSoftware DevelopersIT Specialist

Experience & Education

Position:
Co-Founder, Managing Member at Hanover Strategic Management LLC
Title:
Analyst at Hanover Strategic Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Hanover Strategic Management LLC - Wellesley, MACo-Founder, Managing Membersince Mar 2004The Bremcy Group - Worcester, MAConsultantJan 2003 - Feb 2004

Lori Newton Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDeputy DirectorDeputy ManagerChief ExecutiveHuman Resources SpecialistRecruitment

Experience & Education

Position:
Associate Director at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MAAssociate Directorsince 1999

Rick Godin Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology DirectorButlerPersonal Care AideIT Manager

Experience & Education

Position:
IT Director, Disaster Recovery at Sunlife Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sunlife Financial - Greater Boston AreaIT Director, Disaster Recoverysince Aug 2007Sun Life Financial - Wellesley, MAIT Director, Distributed Computing2000 - Aug 2007

Curtis Kelley Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorRepresentativeApprenticeStudent Worker

Experience & Education

Position:
Investment Advisor Representative at Centinel Financial Group, LLC Member of John Hancock Financial ...
Title:
Investment Advisor Representative at Centinel Financial Group Member of John Hancock Financial Network
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Centinel Financial Group, LLC Member of John Hancock Financial Network Investment Advisor Representativesince Jun 2008Ameriprise Financial Services, Inc. - Miller, Allen, & Associates - Wellesley, MAInternJun 2006 - Feb 2008

Michael Comiskey Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsBachelor of ScienceEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonMarket Research AnalystStudent WorkerMarketing Manager

Experience & Education

Position:
AVP Institutional & Alternative Investments at F-Squared Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
F-Squared Investments AVP Institutional & Alternative Investmentssince Feb 2013F-Squared Investments - Wellesley, MAOperations AnalystJul 2011 - Feb 2013

Lisa Burnham Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorSenior AnalystAdvisorAnalystAnalystsInspectorAdministrative ClerkClerical SpecialistComputer Software ProfessionalSoftware DevelopersHuman Resources GeneralistHuman Resource ManagerRecruitmentPsychology Specialist

Experience & Education

Position:
HRMS Consultant at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAHRMS Consultantsince Jan 2011Sun Life Financial Senior Analyst Talent Reporting/Leadership & Training DevelopmentNov 2007 - Jan 2011

Molly Mao Boston, MA

Professions & Specialties

Certified Public AccountantFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified AuditorFinancial Compliance ExaminerManagerOperations Manager

Experience & Education

Position:
Senior Financial Analyst, AVP at State Street Global Advisors
Title:
CPA. Sr. Financial Analyst at State Street Global Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
State Street Global Advisors Senior Financial Analyst, AVPsince Aug 2007PNC Global Investment Serving Senior Financial Reporting ManagerDec 2006 - Aug 2007
Languages:
Chinese
Certifications:
CPA

Benjamin Wiesman Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberAdvisorTeam MemberTeaching AssistantEducational Assistant TeacherBachelor of ScienceStudent WorkerOperations ManagerLegislator

Experience & Education

Position:
Associate Wealth Management Advisor at Northwestern Mutual
Title:
Associate Wealth Management Advisor at Northwestern Mutual Wealth Management Company
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Wellesley, MAAssociate Wealth Management Advisorsince Aug 2011Ithaca College Teaching Assistant for EconometricsAug 2010 - Dec 2010
Skills:
Series 7, Series 66, Series 63, Series 6

Sharlene Sallet Boston, MA

Professions & Specialties

Accounting ClerkAccounting BookkeeperBookkeeperBusiness ManagerOrganization ManagementOperations ManagerApplications DeveloperSoftware EngineerSoftware DevelopersPersonal TrainerFitness TrainerRecruitment

Experience & Education

Position:
Business Manager at Teachers21
Location:
Greater Boston Area
Industry:
Nonprofit Organization Management
Work history:
Teachers21 - Wellesley, MABusiness Managersince Jan 2013Boys & Girls Club of Brockton - Brockton, MAStaff AccountantNov 2012 - Jan 2013
Certifications:
Certified Personal Trainer, American College of Sports Medicine
Adult CPR/AED, American Red Cross

Joanne Pollard Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorDeputy DirectorOperations ManagerDeputy ManagerChief Executive

Experience & Education

Position:
Director of Strategy & Business Communications at SunLife Financial, Business Solutions...
Title:
Director, Strategy and Execution, Sun Life Financial U.S.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
SunLife Financial - Wellesley MADirector of Strategy & Business Communicationssince 2009Sun Life Financial Business Solutions Associate Directorsince Sep 2006

Michael Moran Boston, MA

Professions & Specialties

Finance and Accounting SpecialistChief AccountantAccounting BookkeeperBookkeeperAccount ManagerVice PresidentChief ExecutiveManagers

Experience & Education

Position:
Vice President, Finance and Actuarial Projects at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAVice President, Finance and Actuarial Projectssince 2011Sun Life Financial - Wellesley, MAVice President, Chief Accounting Officer2008 - 2011

Joseph Hughes Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorBusiness AnalystAdvisorAnalystAnalysts

Experience & Education

Position:
Implementation Consultant - Group Insurance at Sun Life Financial
Title:
Implementation Consultant at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAImplementation Consultant - Group Insurancesince Jun 2012Sun Life Financial - Wellesley, MABusiness AnalystDec 2010 - Mar 2012

Joshua Buckland Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerTeam LeaderOperations ManagerManagersAdvisor

Experience & Education

Position:
Life Claims Manager at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MALife Claims Managersince 2012Sun Life Financial Claims Team LeadAug 2011 - Jun 2012

Patrick Doak Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerProject ManagersProject Manager

Experience & Education

Position:
Director of Technical Services at Sun Life Financial, Sr. IT Project Manager at Vistaprint
Title:
Director of Technical Services at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley Hills, MaDirector of Technical Servicessince Apr 2013Vistaprint Sr. IT Project Managersince Jan 2012

Alice Edwards Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentBusiness Development ManagerChief ExecutiveOperations ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Vice President, Business Development Officer at Century Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Century Bank - Wellesley, MAVice President, Business Development Officersince Feb 2013Citizens Bank - Wellesley, MAVice President, Sr. Relationship Manager - Business Banking2005 - Jan 2013
Skills:
Banking, credit, Commercial Lending, Credit, Credit Analysis, Loans, Consumer Lending, Commercial...

Maria Torres Boston, MA

Professions & Specialties

Finance and Accounting SpecialistPayroll AdministratorAccounting BookkeeperBookkeeperPayroll SupervisorCompensations and BenefitsDirectorOperations ManagerRecruitmentAdvisorClerical SpecialistIT Specialist

Experience & Education

Position:
Director of Payroll Services at Hebrew Rehabilitation Center
Title:
Payroll Director at Hebrew Rehabilitation Center
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Hebrew Rehabilitation Center - Roslindale, MADirector of Payroll Servicessince Feb 2013Sapient - Boston, MAUS Payroll ManagerDec 2010 - Nov 2012

Mike Kelsey Boston, MA

Professions & Specialties

Bank ExaminerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperCompliance OfficerDirector of Quality ControlCompliance ManagerAnalystAnalysts

Experience & Education

Position:
Compliance Officer at Acadian Asset Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Acadian Asset Management - BostonCompliance Officersince Jun 2013Weston Financial - Wellesley, MASenior ComplianceMay 2012 - Jun 2013

Larry Kelleher Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorFinancial DirectorManagerFinancial OfficerFinancial ManagerOperations ManagerSales PersonSales RepresentativeAutomotive Professional

Experience & Education

Title:
Sales Manager - Finance Manager at Wellesley Toyota
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Wellesley Toyota - Wellesley, MASales Manager - Finance ManagerApr 2012 - Jun 2013Milford Nissan - Milford MASales Consultant - Financial Services ManagerAug 2011 - Apr 2012

Joseph Reilly Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentSenior Vice PresidentChief Executive

Experience & Education

Position:
Senior Vice President at Morgan Stanley
Title:
Sr. Vice President at Morgan Stanley
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Senior Vice Presidentsince Mar 2012Merrill Lynch - Wellesley, MASenior Vice PresidentApr 1987 - Mar 2012

Michael D'aleo Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
Associate Financial Advisor at RBC Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
RBC Wealth Management - wellesley, maFinancial Advisorsince Jan 2013BNY Mellon - Everett, MAAssistant Client Service OfficerJul 2010 - Jan 2013

Pat Halligan Boston, MA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Position:
Financial Analyst at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAFinancial Analystsince Sep 2011Deutsche Bank Hedge Fund AssociateSep 2008 - Sep 2011

Tamara Rukhelman Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystAnalystsProgrammerComputer ProgrammerComputer ScientistsMathematician

Experience & Education

Title:
Application Development Analyst
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MAApplication Development AnalystOct 1995 - Mar 2012Education Loan Services Inc. - Braintree, MASenior Programmer/AnalystJun 1992 - Sep 1995

Shiyue Liu Boston, MA

Professions & Specialties

Certified Public AccountantAccounting BookkeeperBookkeeperApprenticeStudent WorkerChief Executive

Experience & Education

Work

Company:
Mtlaw llc
Cpa assistant, intern
Company:
Jpmorgan chase & co - Boston, MA
Accountant

Skills

Excel, Word, Access, Lacerte, Checkpoint, OneSource, Peachtree, SAP, Bloomberg, IDC, S&P Net...

Renee Hourican Wellesley, MA

Professions & Specialties

Certified Public AccountantAccounting BookkeeperBookkeeperTreasurerFinancial OfficerFinancial ManagerSubstitute TeacherEducatorEducation ProfessionalInstructor

Experience & Education

Work

Company:
Community volunteer, il, nc, nj
Treasurer
Company:
Community volunteer, il, nc, nj - Florham Park, NJ
Substitute teacher

Steven Benedetto Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AssociateSupporting MemberTeam Member

Experience & Education

Work

Company:
Multi-talented - Boston, MA
Cross-functional senior financial services executive
Company:
Multi-talented
Senior associate

Aaron Hagwood Wellesley, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services

Anita Yip Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperDeputy DirectorPartnerDeputy ManagerChief ExecutiveOperations ManagerOrganization ManagementPhilanthropeVolunteerNon-ProfitModelTreasurerProject ManagersFinancial OfficerFinancial ManagerCommunity Service ManagerSupporting MemberGrants ManagerAdvisorTeam MemberManagersMaster of ScienceHuman Resources SpecialistRecruitmentComputational ScientistIT ManagerComputer ScientistsGovernment Administration ProfessionalLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCustomer Service

Experience & Education

Title:
Experienced Professional Seeking New Employment Opportunity
Location:
Greater Boston Area
Industry:
Nonprofit Organization Management
Work history:
Wellesley College - Wellesley, MAAssistant Director, Corporate and Foundation Relations2011 - 2013Boys & Girls Clubs of Boston Capacity Building Fellow (AmeriCorps)2010 - 2011
Skills:
Fundraising, Prospect Research, Marketing Strategy, Volunteer Management, Proposal Writing,...

Pat Cooper Boston, MA

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorEntrepreneurNon-ProfitFundraiserFundraising OfficerVolunteerPhilanthropeAdvisorManagersAdvertising ProfessionalAdvertising Sales AgentPR and Communications ProfessionalProject ManagerBusiness AdministratorOrganization ManagementPublic Relations ProfessinalBrand RepresentativeClient Service OfficerMarketing DirectorMarketing ManagerChief ExecutiveBusiness Development ManagerOperations ManagerCorporate ExecutiveProject ManagersHuman Resources SpecialistRecruitmentHospital Care ProfessionalHealth ProfessionalHealth PractitionerCustomer Service

Experience & Education

Position:
Consultant/Scholarship Fund for Non-Profit Organizations at The Commonwealth Institute
Title:
Business Development Consultant/Marketing and Sales Entrepreneur
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
The Commonwealth Institute - Boston, MAConsultant/Scholarship Fund for Non-Profit Organizationssince May 2013Lahey Health Consultant/Women's Health Forum at Lahey HealthSep 2011 - May 2013
Skills:
Marketing Strategy, Customer Relations, Client Services, Non-profits, Marketing Communications,...

Arthur Stameris Boston, MA

Professions & Specialties

Accounts ReceivableCredit AnalystFinancial AnalystFinance and Accounting SpecialistLoan AccountantAccounting BookkeeperBookkeeperAnalystAnalystsCollections SpecialistCollectorRepossessorGuideBusiness AdministratorTour GuideCredit ManagerLoan OfficersBachelor of ScienceDatabase Administration ProfessionalDatabase AdministratorOperations Manager

Experience & Education

Title:
Results Oriented Commercial Credit and Collections and Accounts Receivable Management Professional
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Fleetmatics Group PLC - Wellesley, MASr. Credit and Collections Analyst (contract)Apr 2012 - May 2012Devaney Energy Inc. - Newton, MACredit and Collections SpecialistOct 2011 - Mar 2012
Skills:
PeopleSoft, Microsoft Office, QuickBooks, Salesforce.com, Recruiting, Business Analysis, A/R...