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Certified Financial Planners in Maine

Certified Financial Planners in Portland, ME

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38 results found

Gordon Erikson Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
AVP CFP at RBC Wealth Management
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
RBC Wealth Management AVP CFP
Full Profile

Sandra Bailey Portland, ME

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP®, CRPC®, Accredited Domestic Partnership Advisor℠ at Cetera Investment...
Title:
Financial Advisor,CFP® , CRPC®, Accredited Domestic Partnership Advisor ℠ at Cetera Investment Services
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Cetera Investment Services (formerly known asPrimeVest Financial Services) - South Portland MaineFinancial Advisor, CFP®, CRPC®, Accredited Domestic Partnership Advisor℠since Apr 2010Bancnorth Investment Group AKA TD Wealth Management Financial Advisor2004 - 2010
Certifications:
Accredited Domestic Partnership Advisor℠
CERTIFIED FINANCIAL PLANNER™
Full Profile

Zachary Burd Portland, ME

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor | Business Financial Advisor, CRPC, CLTC at Burd & Dalessandro, A financial...
Title:
Financial Advisor, CFP®, CRPC, CLTC at Ameriprise Financial Advisors
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Burd & Dalessandro, A financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisor | Business Financial Advisor, CRPC, CLTCsince Sep 2003Ameriprise Financial ManagerJun 2006 - Dec 2007
Full Profile

Tammy Weston Portland, ME

Professions & Specialties

Certified Financial Planner • Banker • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER @ Bayside Wealth Management at UBS
Title:
CERTIFIED FINANCIAL PLANNER at Bayside Wealth Management UBS
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
UBS CERTIFIED FINANCIAL PLANNER @ Bayside Wealth Managementsince Jul 2010Key Bank Private BankerMay 1994 - Jul 2010
Full Profile

Bart Weisenfluh Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP®, Managing Director at Plimsoll Mark Capital
Title:
Managing Director, CFP® at Plimsoll Mark Capital
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Plimsoll Mark Capital CFP®, Managing Directorsince 2008W.P. Stewart Asset Managment Vice President1998 - 2008
Skills:
Private Equity, Strategic Financial Planning, Investment Management
Certifications:
Certified Financial Planner (TM), Certified Financial Planner Board of Standards
Full Profile

Patrick Surette Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
CFP, An Ameriprise Platinum Financial Services® practice at Ameriprise Financial Services
Title:
Financial Advisor-Ameriprise Financial Services Inc
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services CFP, An Ameriprise Platinum Financial Services® practicesince Aug 1993W. T. Grant Manager1963 - 1976
Full Profile

Timothy Keene Portland, ME

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, CFP®
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Feb 2009Merrill Lynch Assistant Vice PresidentOct 1997 - Feb 2009
Full Profile

Robert Daggett Portland, ME

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
CFP, Financial Advisor at Daggett & Associates, a Financial Advisory Practice of Ameriprise...
Title:
CFP®, Financial Advisor, Daggett & Associates, a Financial Advisory Practice of Ameriprise Financial Services, Inc.
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Daggett & Associates, a Financial Advisory Practice of Ameriprise Financial Services, Inc. CFP, Financial Advisorsince Sep 1970Ameriprise Financial Field Vice President1975 - 1997
Full Profile

Mark Pulsoni Portland, ME

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Senior Regional Leader at Primerica, Personal Financial Planner/Regional Leader at Primerica...
Title:
Senior Regional Leader
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Primerica Senior Regional Leadersince Apr 2010Primerica Financial Services Personal Financial Planner/Regional Leadersince Mar 1999
Full Profile

Paul Mckenney Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner, President at McKenney Financial Group
Title:
Certified Financial Group, President at McKenney Financial Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
McKenney Financial Group Certified Financial Planner, Presidentsince 1992
Full Profile

Mckenney Group Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner, President at McKenney Financial Group
Title:
Certified Financial Group, President at McKenney Financial Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
McKenney Financial Group Certified Financial Planner, Presidentsince 1992
Full Profile

Deborah Galarneau Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Wealth Manager,Certified Financial Planner at Harborview Investments
Location:
Portland, Maine Area
Industry:
Financial Services
Full Profile

Myles Crowe Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager

Experience & Education

Position:
Principal at Myles J Crowe, CPA, CFP
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Myles J Crowe, CPA, CFP Principalsince Dec 2002Coopers & Lybrand Consulting DirectorJun 1985 - May 1992
Full Profile

Beverly Kafkas Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Broker, Certified Financial Planner at MassMutual Financial Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Broker, Certified Financial Planner
Full Profile

Beverly Kafkas Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP, RIA at MassMutual Financial Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
MassMutual Financial Group CFP, RIA
Full Profile

Eric Kolben Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Wealth Advisor, CFP® at UBS Financial Services
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
UBS Financial Services Wealth Advisor, CFP®
Full Profile

Christine Crowe Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Admin at M.J. Crowe, CPA, CFP
Title:
Admin at MJ Crowe, CPA, CFP
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
M.J. Crowe, CPA, CFP Adminsince Jan 2002
Full Profile

Joe Vertenten Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Business Development Manager • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Executive • Financial Manager • Model • Drivers • Representative • Managers • Master of Business Administration • Master of Science • Bachelor of Science • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Business Strategy Director, Advanced Innovation Team, Worldwide Procurement at Dell
Title:
Business Strategy Director, Advanced Innovation Team at Dell
Location:
Portland, Maine Area
Industry:
Computer Hardware
Work history:
Dell - Portland, Maine AreaBusiness Strategy Director, Advanced Innovation Team, Worldwide Procurementsince Apr 2012Dell New Business Development Manager, CPU/Chipset Strategic ProcurementAug 2009 - Sep 2012
Skills:
New Business Development, Problem Solving, Forecasting, Pricing, Cross-functional Team Leadership,...
Full Profile

Brian Dietz Portland, ME

Professions & Specialties

School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Portland Financial Planning Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Portland Financial Planning Group Principalsince Sep 1998
Skills:
Estate Planning, Retirement Planning, Asset Management, Financial Planning, Portfolio Management,...
Certifications:
Chartered Financial Analyst, CFA Institute
Certified Financial Planner, CFP Board
Full Profile

Salvatore Bonetti Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Human Resources Specialist • Recruitment • Master of Science • Non-Profit

Experience & Education

Position:
Race Co-Director at St Peter's 4-Mile Road Race, Vice President at Holy Name Society at St....
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
St Peter's 4-Mile Road Race Race Co-Directorsince Apr 2010Holy Name Society at St. Peter's Vice President
Skills:
Manage Investment Portfolios, Manage Employer Retirement Plans
I have also completed the CFP,Certified Financial Planner,course work
Full Profile

Stephen Malter Portland, ME

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Divisional Vice President • Vice President of Sales • Chief Executive • Vice President • Sports Trainer • Sports Trainers • Financial Manager • Project Managers • Sales Agent • Sales Representative • Recruitment • Underwriter • Bachelor of Arts • Project Manager • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Divisional Vice President at Protective Life
Title:
Divisional Vice President at Protective and West Coast Life
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Protective Life - Cape Elizabeth, MaineDivisional Vice Presidentsince Mar 2009American General Life Companies Vice President of Sales, National AccountsNov 2006 - Mar 2009
Full Profile

David Robinson Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Advisor & Managing Member at Robinson Smith Wealth Advisors, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Robinson Smith Wealth Advisors, LLC - Portland MaineWealth Advisor & Managing Membersince Feb 2013Robinson Financial Associates Senior Financial AdvisorJan 1995 - Feb 2013
Certified Financial Planner Board of Standards
Full Profile

Ted Ward Portland, ME

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Retired ceo at various banks
Title:
Independent Financial Services Professional
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Various banks Retired ceo
Skills:
Certified Financial Planner
Full Profile

Carol Taylor Portland, ME

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Financial Manager • Vice President • Chief Executive • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
CUNA Mutual Group Financial Advisorsince Feb 2011Certified Financial Planner Financial AdvisorNov 2010 - Feb 2011
Full Profile

Christian Barner Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chief Executive • Financial Manager • Marketing Professional • Advertising Sales Agent • Guide • Tour Guide • Juris Doctor

Experience & Education

Position:
Attorney at Bergen & Parkinson, LLC
Title:
Bergen & Parkinson, LLC, Estate Planning and Trust Attorney
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Bergen & Parkinson, LLC Attorneysince Feb 1998Bernstein Shur Partner1989 - 1998
Skills:
Legal Writing, Wills, Estate Planning, Trusts, Estate Administration, Elder Law, Corporate Law,...
Full Profile

Richard Cfp Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Baker • Operations Manager • Management Team Executive • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Portland, Maine Area
Industry:
Financial Services
Skills:
Retirement Planning, 401(K) Rollovers, Portfolio Advice and Management, Qualified Plans, Saving for ...
CERTIFIED FINANCIAL PLANNER
Full Profile

Cynthia O'Rourke Portland, ME

Professions & Specialties

Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Senior Vice President at Charter Oak Capital Management
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Charter Oak Capital Management Senior Vice Presidentsince Feb 2009Fidelity Investments Vice PresidentJul 1992 - Feb 2009
Certified Financial Planner since 2007
Full Profile

Jeffrey Lacourse Portland, ME

Professions & Specialties

Certified Financial Planner • Estate Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Financial Analyst • Agent • Sales Representative • Juris Doctor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Financial Manager

Experience & Education

Position:
Advisor at Allstate Financial, Personal Financial Representative at Allstate Insurance Company
Title:
Advisor at Allstate Financial
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Allstate Financial Advisorsince Jan 2009Allstate Insurance Company Personal Financial Representativesince Jan 2009
Full Profile

Jonathan Harris Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Managing Partner • Financial Manager • Partner • Chief Executive • Juris Doctor • Master of Education • Psychologist • Psychology Specialist

Experience & Education

Position:
Attorney at Lambert Coffin
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Lambert Coffin - Portland, MaineAttorneysince Nov 1991Concord Academy TeacherSep 1977 - Jun 1986
Full Profile

Eileen Epstein Portland, ME

Professions & Specialties

Law Specialist • Lawyers • Partner • Chief Executive • Psychologist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Partner at Epstein & O'Donovan, LLP
Title:
Attorney at Epstein & O'Donovan, LLP
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Epstein & O'Donovan, LLP Partnersince 1993Jensen Baird Gardner & Henry Attorney1978 - 1993
Full Profile

Stoddard Smith Portland, ME

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyers • Law Specialist • Juris Doctor • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Lawyer at Stoddard L. Smith PA
Location:
Portland, Maine Area
Industry:
Law Practice
Work history:
Stoddard L. Smith PA Lawyersince 1993Ranger Fessenden Copeland and Smith Lawyer1989 - 1991
Skills:
estate planning, trust and estates administration, real estate, commercial transactions, small...
Full Profile

Bernard Waterman Portland, ME

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Wealth Management Officer at Peoples United Bank
Title:
Senior Wealth Management Officer at Maine Bank & Trust
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Peoples United Bank Senior Wealth Management Officersince Jun 2003Fleet Bank Relationship ManagerJul 1994 - Jun 2003
Skills:
Estate Planning, Wealth Management, Financial Planning, Insurance, Strategic Financial Planning,...
Certified Financial Planner,CFP
Full Profile

Daniel Freund Portland, ME

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Underwriter • Human Resources Specialist • Recruitment • Financial Manager

Experience & Education

Location:
Portland, Maine Area
Industry:
Computer Software
Skills:
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter, Employee...
Languages:
English, Spanish
Full Profile

Moya Elliot Portland, ME

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Senior Vice President & Senior Trust Officer at US Trust
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
US Trust Senior Vice President & Senior Trust Officersince Apr 2003
Certifications:
Certified Financial Planner (CFP)
Certified Trust and Financial Advisor (CTFA)
Full Profile

Donna Millett Portland, ME

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Minor in Business Administration • Financial Manager

Experience & Education

Location:
Portland, Maine Area
Industry:
Investment Management
CFP Designation
Full Profile

Pete Neelon Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisorsince Aug 2000Sysco Marketing AssociateJun 1985 - Jul 2000
Certified Financial Planner
Full Profile

I. Ploss Portland, ME

Professions & Specialties

Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Office:
Preti, Flaherty, Beliveau & Pachios, LLP
Portland, ME 04112
Phone:
(207) 791-3000 (Phone), (207) 791-3111 (Fax)
Specialties:
Trusts and Estates, Taxation
ISLN:
901684002
Admitted:
1990, Pennsylvania, 1991, New Jersey, Florida and U.S. District Court, Eastern District of Pennsylvania
Biography:
Certified Public Accountant (Georgia), Certified Financial Planner (CFP®) (Also at Bedminster, ...
Full Profile

Kevin Feehily Boston, MA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Project Consultant • Advisor • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technology Manager • Technical Managers • Analysts • Financial Manager • Marketing Manager • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Consultant at Byrnes Consulting, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Byrnes Consulting, LLC Consultantsince Dec 2011Project Management Field Project - Cambridge, MAProject ConsultantSep 2010 - Dec 2010
Skills:
Client Relationship Building, Leading Projects, Presentation Development, Customer Presentations,...
Languages:
Spanish
Certifications:
Securities Licenses Series 7 & 63, FINRA
Certified Financial Planner Board of Standards
Full Profile

Certified Financial Planners near Portland, ME0246LewistonSaco


Certified Financial Planners around Portland, ME

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Certified Financial Planners in Maine

Sub-specializations