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Certified Financial Planners in Burlington, MA

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6 results found

Aishwarya Ramani Burlington, MA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial AnalystResearch AnalystResearch AssistantResearcherSurvey ResearcherFinancial Manager

Experience & Education

Work

Company:
Leader bank
Closing assistant
Company:
Crisil - Mumbai, Maharashtra
Research analyst

Svetlana Wolfe Burlington, MA

Professions & Specialties

Financial Services ProfessionalCertified Financial PlannerFinancial PlannerFinancial ConsultantFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Management AnalystMaster of Business AdministrationFinancial Manager

Experience & Education

Work

Company:
Svetlana wolfe, cfp
Financial planner
Company:
Merrill lynch - Boston, MA
Financial advisor

Philip Allen Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAccount ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales DirectorSales ManagerFinancial ManagerPsychologistInformation Technology SpecialistIT SpecialistManagersDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychology Specialist

Experience & Education

Position:
Fusion Middleware- Account Manager at Oracle
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Oracle - Burlington, MAFusion Middleware- Account Managersince Nov 2011Columbia Management - Boston, MARegional Sales DirectorMay 2010 - Nov 2011
Certified Financial Planner

Michael Bayer Boston, MA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial DirectorFinancial OfficerFinancial ManagerInformation Technology SpecialistIT SpecialistManagerBusiness Development ManagerFounderFounding MemberChief ExecutiveCorporate ExecutiveOperations ManagerFinancial AnalystManagers

Experience & Education

Position:
Chief Financial Officer at Mobiquity, Inc.
Title:
Chief Financial Officer at Mobiquity, Inc.; CFO to VC-backed technology companies
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Mobiquity, Inc. - Wellesley, MAChief Financial Officersince 2011Practically Green - Cambridge, MACFO2011 - 2012
Skills:
Venture Capital, Telecommunications, IPO, Consumer Internet, Start-ups, Business Strategy,...
Certifications:
Chartered Financial Analyst (CFA)
Certified QuickBooks ProAdvisor

Edward Silbert Boston, MA

Professions & Specialties

Senior Account ExecutiveSenior Customer Service RepresentativeClient Service OfficerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
VP / Senior Account Executive at Fidelity Investments
Title:
Senior Account Executive at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - Burlington, MAVP / Senior Account Executivesince Jan 1982
Certified Financial Planner

Justin Bartha Burlington, MA

Professions & Specialties

Estate PlannerFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerPersonnel CoordinatorPersonnel SpecialistRecruitmentPartnerChief ExecutiveHuman Resources SpecialistFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationState InspectorInspector

Experience & Education

Position:
Staffing Manager at Robert Half International
Title:
Decision Resources Group
Location:
Burlington, Massachusetts
Industry:
Pharmaceuticals
Work history:
Robert Half International Staffing ManagerCommonwealth Financial Group PartnerDec 2009 - 2012


Certified Financial Planners near Burlington, MA0195390585780975BostonCambridgeWalthamWoburnSomervilleNewtonLexingtonWinchesterBedfordAndover



Certified Financial Planners around Burlington, MA

Andover  (2)
Arlington  (1)
Bedford  (2)
Belmont  (1)
Billerica  (1)
Boston  (971)
Cambridge  (18)
Lexington  (4)
Lowell  (1)
Melrose  (1)
Newton  (4)
Reading  (1)
Somerville  (5)
Tewksbury  (1)
Wakefield  (1)
Waltham  (10)
Watertown  (1)
Winchester  (4)
Woburn  (5)

Certified Financial Planners in Massachusetts

Sub-specializations