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Certified Financial Planners in Huntington Station, NY

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12 results found

Robert Alimena Huntington Station, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationRelationship ManagerAccount Service ManagerClient Service OfficerManagerFinancial ManagerOperations ManagerCustomer ServiceManagement AnalystAnalysts

Experience & Education

Work

Company:
Beaumont financial partners
Relationship manager, head of financial planning, cfp
Company:
Usaa wealth management - Needham, MA
Wealth manager, cfp

Skills

COMPUTER SKILLS: Microsoft Office, Principia, Investment View, Microsoft Back Office, Saleslogix,...

Ellen Stern Huntington Station, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting BookkeeperBookkeeperClient Service OfficerFinancial ManagerCustomer Service

Experience & Education

Work

Company:
10 haddon hall - Melville, NY
Ivy m. davis, cpa, pfs, cfp
Company:
National westminster bank - South Huntington, NY
Customer service representative

Skills

Microsoft Office, Quickbooks, Creative Solutions, Ultra Tax

Kenneth Certified Huntington Station, NY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Heritage investments & wealth solutions
Wealth manager and financial advisor
Company:
Capital one financial advisors - Melville, NY
Certified financial planner

Louis Pasquale Huntington Station, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Fidelity investments
Vp, sr. account executive
Company:
American express financial advisors
Financial advisor

Skills

CFP

Robert Wenger Huntington Station, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPlannerTechnical ManagerManagersBuyerBuyer and SellerSales RepresentativeFinancial Manager

Experience & Education

Position:
Demand Planner II at Leviton
Location:
Melville, New York
Industry:
Electrical/Electronic Manufacturing
Work history:
Leviton Demand Planner IIsince Dec 2010Oxford University Press Demand PlannerOct 2006 - Jan 2011
Certifications:
CPIM Certified in Production and Inventory Management, APICS The Association for Operations Management
Institute of Business Forecasting & Planning - Certified Professional Forecaster - (CFP), Completed the 1st of 3 Exams in the certification process

Felicia Voloschin Atlanta, GA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntrepreneurManagersOwnerFinancial ManagerChief ExecutiveFinancial Officer

Experience & Education

Position:
Owner at Rockin’ Finance™, Owner at Life's Business Tax & Consulting Services, Inc., Certified...
Title:
CPA, CFP®, & Entrepreneur
Location:
Greater Atlanta Area
Industry:
Financial Services
Work history:
Rockin’ Finance™ - Greater Atlanta AreaOwnersince Oct 2009Life's Business Tax & Consulting Services, Inc. - Greater Atlanta AreaOwnersince Oct 2009

Rob Martino New York, NY

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonPartnerFinancial ManagerChief ExecutiveAdvisorVolunteerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER | Business Financial Advisor | Franchise Owner at Ameriprise Financial
Title:
CERTIFIED FINANCIAL PLANNER
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Melville, NYCERTIFIED FINANCIAL PLANNER | Business Financial Advisor | Franchise Ownersince Feb 2003Boy Scouts of America - SCC - BSA Suffolk County Council Office - Medford, NYDevelopment Committee Chairperson2003 - 2011

Jay Dubin New York, NY

Professions & Specialties

Financial ConsultantPortfolio ManagerCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerSenior Vice PresidentPartnerVice PresidentChief ExecutiveProject ManagersFinancial ManagerProject ManagerSupporting MemberAdvisorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial AnalystJuris DoctorRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Senior Portfolio Manager and Senior Vice President, Financial Advisor at Morgan Stanley
Title:
Senior PM and Senior VP/ Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Melville, NYSenior Portfolio Manager and Senior Vice President, Financial Advisorsince Sep 2008UBS Financial Services - Melville, NYSenior Vice President- InvestmentsJul 1993 - Aug 2008
CFP,R,

Jeannette Palma Murray Hill, NJ

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystMediatorFinancial ManagerFinancial OfficerUnderwriterMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Mended lives dispute resolution, llc
Mediator and collaborative practice financial neutral
Company:
Lassus wherley & associates - New Providence, NJ
Financial advisor, certified financial planner

Skills

PC software: Office - Word; Excel; PowerPoint; Outlook; Access. MAC software: Pages; Numbers. ...

Alan Borko New York, NY

Professions & Specialties

Financial ConsultantFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentDirector of Quality ControlChairman of the BoardVice PresidentChief ExecutiveCompliance ManagerChairpersonCompliance OfficerAdvisorBank ExaminerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerAgentSales AgentSales Representative

Experience & Education

Position:
Chairman of the Board of Directors at Financial Planning Association of Long Island, Senior Vice...
Title:
Senior Vice President, Investment Specialist and Agency Compliance Officer at Forest Hills Financial Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Financial Planning Association of Long Island Chairman of the Board of Directorssince Jan 2013Forest Hills Financial Group, Inc - 200 Broadhollow Road Suite 405 Melville, NY 11747Senior Vice President, Investment Specialist, Agency Compliance Officersince Oct 2003
Skills:
Portfolio Management, Retirement Planning, Investments, Estate Planning, Securities, Insurance,...
Certified Financial Planner

Chris Pratt New York, NY

Professions & Specialties

AdvisorFiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Client Advisor at Wilmington Trust, Wealth Advisor at M&T Securities
Title:
Private Client Advisor at Wilmington Trust, an M&T Company
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wilmington Trust - Melville, NYPrivate Client Advisorsince May 2011M&T Securities - Melville, NYWealth Advisorsince Jun 1996
Skills:
Investment Management, Strategic Financial Planning, Life Insurance
Received Certified Financial Planner

David Rowe Raleigh, NC

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChairpersonFinancial DirectorVice President of FinanceChief Administrative OfficerChief ExecutiveFinancial OfficerFinancial ManagerVice PresidentHuman Resources SpecialistRecruitmentSoftware TesterComputer SpecialistCo-FounderExecutive Team LeaderChief Executive OfficerChief Information OfficerChief Operating OfficerDirectorFounderFounding MemberCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsOperations ManagerAutomation ProfessionalInformation Technology SpecialistIT SpecialistCounselorInvestorRepresentativePhilanthropeBusiness AdministratorAdvisorManagement AnalystAnalystsNon-ProfitSchool PrincipalSchool AdministratorEducational ManagerElectrical EngineerElectrical EngineeringSupplierAgentServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeArbitratorRefereeJudgeMaster of Business AdministrationBachelor of ScienceMathematicsMathematicianFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Rowe Consulting, Inc.
Title:
Chief Financial & Operational Officer with Engineering, Consulting, Operations & Start-up experiences
Location:
Raleigh-Durham, North Carolina Area
Industry:
Management Consulting
Work history:
Rowe Consulting, Inc. - Raleigh, NCPresidentsince Mar 2001Yellowbrick Solutions - Morrisville, NCChief Financial Officer / Vice President of Finance and AdministrationMar 2000 - Mar 2001
Skills:
Forecasting, Accounting, Quality Assurance, Purchasing, Risk Management, Managerial Finance,...


Certified Financial Planners near Huntington Station, NY03691215StamfordGarden CityHempsteadNorwalkHauppaugeWoodburySyossetHicksvilleFarmingdaleBabylon



Certified Financial Planners around Huntington Station, NY

Babylon  (1)
Commack  (1)
Farmingdale  (1)
Garden City  (10)
Glen Cove  (1)
Hauppauge  (5)
Hempstead  (7)
Hicksville  (2)
Norwalk  (5)
Smithtown  (1)
Stamford  (15)
Syosset  (2)
West Islip  (1)
Westbury  (1)
Woodbury  (2)

Certified Financial Planners in New York