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Certified Financial Planners in Rhode Island

Certified Financial Planners in Middletown, RI

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5 results found

Denise Roberts Middletown, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. VP CFP CRPS at Morgan Stanley
Location:
Newport, Rhode Island
Industry:
Financial Services
Work history:
Morgan Stanley Sr. VP CFP CRPSsince 1982
Full Profile

Denise Roberts Middletown, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. VP, CFP CRPS at Smith Barney
Title:
Sr. VP, Wealth Management CFP CRPS at Morgan Stanley Smith Barney
Location:
Newport, Rhode Island
Industry:
Financial Services
Work history:
Smith Barney Sr. VP, CFP CRPSsince Mar 1982
Full Profile

Anne Walsh Middletown, RI

Professions & Specialties

Puchasing and Estimating Manager • Marketing Manager • Marketing Administrator • Guide • Tour Guide • Marketing Director • Chief Executive Officer • Vice President • Executive Compensation • Financial Manager • Chief Executive • Corporate Executive • Retail Design Architect • Market Research Analyst • Product Specialist • Apprentice • Investor • Spokesperson • Representative • Master of Business Administration • High School Diploma • Student Worker

Experience & Education

Position:
Marketing Manager at MissionMobility
Location:
Newport, Rhode Island
Industry:
Defense & Space
Work history:
MissionMobility - Norfolk, Virginia AreaMarketing Managersince May 2012Jody's, Inc. - Virginia Beach, VAMarketing ManagerNov 2010 - Jan 2012
Skills:
Business Strategy, Market Research, Competitive Analysis, Marketing Strategy, Strategy, Product...
Marketing Manager at Certified Financial Planner Board of Standards
Full Profile

Cristina Offenberg Middletown, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Partner • Chairperson • Chief Executive • Philanthrope • Non-Profit • Law Specialist • Attorney At Law • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
President at Arts & Cultural Alliance of Newport County, Partner at Silva, Thomas, Martland...
Title:
Partner Silva, Thomas, Martland & Offenberg, Ltd.
Location:
Middletown, Rhode Island
Industry:
Law Practice
Work history:
Arts & Cultural Alliance of Newport County Presidentsince 2008Silva, Thomas, Martland & Offenberg,Ltd. Partnersince Oct 2004
Skills:
Conveyancing, Medicaid, Guardianship, Powers of Attorney, Wills, Trusts, Small Business, Start-ups, ...
Full Profile

Sandra Pattie Middletown, RI

Professions & Specialties

Loan Officers • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Chief Operating Officer • Chief Executive • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Financial Manager

Experience & Education

Position:
President & CEO at BankNewport
Title:
President at BankNewport
Location:
Newport, Rhode Island
Industry:
Banking
Work history:
BankNewport President & CEOsince Jan 2012BankNewport COOJan 2002 - Dec 2011
Certifications:
Certified Financial Planner
Full Profile

Certified Financial Planners near Middletown, RI01836547290ProvidenceWarwickWakefieldNew BedfordDartmouthLincolnPawtucketEast Providence


Certified Financial Planners around Middletown, RI

Dartmouth  (1)
Lincoln  (1)
New Bedford  (2)
Pawtucket  (1)
Providence  (87)
Wakefield  (3)
Warwick  (6)

Certified Financial Planners in Rhode Island

Sub-specializations