Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Rhode Island

Certified Financial Planners in Providence, RI

Find a professional & check records

Here is a complete list of most experienced Certified Financial Planners in Providence, RI.

The Trustoria Directory gives everyone all the professional records needed to locate the right person for every need.

Be sure to see other cities near Providence, RI to find contact information of more people.

87 results found

Edythe Marco Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Executive Officer • Board Member • Senior Vice President • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Vice President • Financial Manager • Advisor • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Council at...
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Merrill Lynch Global Wealth & Investment Management Diversity & Inclusion Councilsince Oct 2008Merrill Lynch CEO of the Merrill Lynch Boston Coastal Complex Women's Exchangesince May 2008
Skills:
Multi-generational wealth management, business retirement plans, foundations and endowments
Full Profile

Mike Jilling Providence, RI

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 • Financial Manager • Management Team Executive • Operations Manager • Master of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Consultant at Citizens Investment Services
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Citizens Investment Services Financial Consultantsince Dec 2009Merrill Lynch Financial AdvisorAug 2005 - Dec 2009
Full Profile

Cynthia Dean Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Registered Paraplanner(SM) for Robert L. Duff, CFP® at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Registered Paraplanner(SM) for Robert L. Duff, CFP®since Jun 1996
Full Profile

Annette Cerilli Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Financial Manager • Human Resources Specialist • Recruitment • Business Administrator • Business Analyst • Analyst • Analysts

Experience & Education

Position:
Director, Executive Development Center at Bryant University
Title:
Director, Bryant University Executive Development Center
Location:
Providence, Rhode Island Area
Industry:
Education Management
Work history:
Bryant University - Bryant University, Smithfield, Rhode IslandDirector, Executive Development Centersince 1997
Skills:
Customer Service, Public Speaking, Leadership Development, Program Management, Leadership,...
Certifications:
Six Sigma Green Belt, Bryant University
Financial Planning,CFP,
Full Profile

Jessica Kindelan Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Financial Manager • Operations Manager • Student Worker • Office Clerk • Clerical Specialist

Experience & Education

Position:
Financial Services Assistant at Northwestern Mutual Financial, Full Time Graduate Student at...
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Northwestern Mutual Financial Financial Services Assistantsince Jul 2010University of Rhode Island Full Time Graduate Studentsince Jan 2010
Work with a CFP to assist with compliance
Full Profile

Paul Di Palma Providence, RI

Professions & Specialties

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

Experience & Education

Position:
President at Di Palma & Associates | A financial advisory practice of Ameriprise Financial...
Title:
MS, CFP®, CRPC®, ChFC®, CLU®, Financial Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Di Palma & Associates | A financial advisory practice of Ameriprise Financial Services, Inc. Presidentsince Nov 2009Ameriprise Financial Field Vice PresidentJul 1997 - Nov 2009
Full Profile

Donna Penn Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Cfp at CCO
Location:
Providence, Rhode Island Area
Industry:
Investment Banking
Work history:
CCO Cfp
Full Profile

Stephen Deboth Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Christopher Fronzo Providence, RI

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 • Financial Manager • Operations Manager • Computer Software Professional • Software Developers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner at Barnum Financial Group
Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Barnum Financial Group Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitionersince Aug 2010Ameriprise Financial Financial AdvisorMar 2005 - Aug 2010
Skills:
Retirement Planning Strategies, General Financial Planning, Women's Financial Strategies
Full Profile

Elizabeth Mackenty Providence, RI

Professions & Specialties

Certified Financial Planner • Portfolio Manager • Puchasing and Estimating Manager • Investment Analyst • Vice President • Chief Executive • Financial Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Analyst

Experience & Education

Position:
Vice President at Rockland Trust Company
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Rockland Trust Company Vice Presidentsince Nov 2007O'Connell Investment Services Vice PresidentJan 1997 - Nov 2007
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc
Certified Senior Advisor, Society of Certified Senior Advisors
Full Profile

Steve Deboth Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

John Licciardello Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President - Investments at UBS
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
UBS Vice President - Investmentssince Oct 2000A.G. Edwards & Sons, Inc. Financial AdvisorOct 1994 - Oct 2000
Full Profile

Phillip Nutting Providence, RI

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 • Financial Manager • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Financial Advisor at Ameriprise
Title:
CFP®, CDFA™, Financial Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince 2004Ameriprise Financial Advisorsince 2003
Full Profile

Karen Melo Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER Professional and Accredited Domestic Partner Advisor(sm) at Oceanstate Financial Services
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Daniel Dehoney Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CFP, ChFC, CLU, CRPC Financial Advisor | Vice President at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Ed Brock Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Oct 1997Pawtucket Red Sox Baseball club Director of Ticket SalesFeb 1993 - Jun 1997
Full Profile

Clare O'Grady Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CFP, Vice President, Wealth Management Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Mary Foley Providence, RI

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Sales Account Associate • Client Service Officer • Sales Executive • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Financial Manager • Sales Manager

Experience & Education

Title:
Financial Services Representative - CFP or ChFC designation the ultimate goal
Location:
Providence, Rhode Island
Industry:
Financial Services
Work history:
Kohl's Department Stores Sales AssociateSep 2008 - Jun 2013College Planning Strategies - College Planning Strategies, LLCFinancial Aid ConsultantNov 2006 - Aug 2008
Full Profile

Ted Trafton Providence, RI

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 • Financial Manager • Management Team Executive • Operations Manager • Bachelor of Arts • Researcher • Survey Researcher

Experience & Education

Position:
Financial Advisor, CFP®, CRPC® at Ameriprise Financial Services, Inc
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc Financial Advisor, CFP®, CRPC®since Feb 2009Merrill Lynch Financial Advisor, CRPC®Dec 2006 - Dec 2008
Full Profile

Karen Bacon Providence, RI

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 • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner at Diversified Resources, LLC
Title:
Certified Financial Planner™ Helping people create, conserve and ultimately transfer wealth.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Diversified Resources, LLC Certified Financial Plannersince Jun 2004Baystate Financial Services Financial advisorJan 2002 - Jun 2004
Languages:
Italian (un po)
Full Profile

Christopher Di Providence, RI

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 • Financial Manager

Experience & Education

Title:
Financial Advisor | CERTIFIED FINANCIAL PLANNER practitioner
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Timmy Mcgraw Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER at Ameriprise Financial Services, Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Phil Nutting Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Edgar Brock Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Nancy Gerseny Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Financial Manager • Chief Executive • Employee Benefits Specialist • Compensations and Benefits • Certified Professional Coder • Counselor • Advisor • Hospital Care Professional • Secretary • Health Professional • Health Practitioner

Experience & Education

Position:
Retirement Plans Manager at CVS Caremark
Location:
Providence, Rhode Island Area
Industry:
Hospital & Health Care
Work history:
CVS Caremark Retirement Plans Managersince Jun 2007Citizens Financial Group Vice President , Retirement Plans2003 - 2007
Full Profile

James Aukerman Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Legal Counsel • Law Specialist • Lawyers • Advisor • Moderator • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Attorney at James V. Aukerman & Associates, Investment Advisor & Legal Counsel at Resources ...
Title:
Certified Financial Planner TM at Elder Financial Solutions
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Work history:
James V. Aukerman & Associates Attorneysince Jan 2004Resources Stewardship Company Investment Advisor & Legal Counselsince 1999
Full Profile

Patrick Sier Providence, RI

Professions & Specialties

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

Experience & Education

Position:
CFP, CRPC, CDFA First Vice President-Financial Advisor at Morgan Stanley Smith Barney
Title:
First Vive President-Financial Advisor at Morgan Stanley Smith Barney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney CFP, CRPC, CDFA First Vice President-Financial Advisorsince Apr 2008UBS CFP, First Vice President-Financial AdvisorAug 2001 - Apr 2008
Full Profile

Michael Medici Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President, Financial Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President, Financial Advisorsince Aug 2006
Skills:
Retirement Planning, Retirement Income Strategies, Series 66, Series 7, Saving for Education,...
Full Profile

Stephen Bucknam Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor, Certified Financial Planner practitioner at Bucknam, Masseur and...
Title:
CFP®, CRPC® Private Wealth Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Bucknam, Masseur and Associates, A financial advisory practice of Ameriprise Financial Private Wealth Advisor, Certified Financial Planner practitionersince Apr 1990
Full Profile

Cathy Del Nero Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President at Merrill Lynch
Title:
Vice President, Wealth Management Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice Presidentsince 2001Prudential Securities First Vice PresidentFeb 1994 - Nov 2001
Full Profile

Michael Medici Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President, Financial Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President, Financial Advisorsince Aug 2006
Full Profile

Lorraine O'rourke Providence, RI

Professions & Specialties

Estate Planner • Banker • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Financial Manager • Vice President • Chief Executive • Paralegal • Litigation Support Specialist

Experience & Education

Position:
Senior Vice President at U. S. Trust, Bank of America Private Wealth Management
Title:
Banker and Estate Planner
Location:
Providence, Rhode Island
Industry:
Banking
Work history:
U. S. Trust, Bank of America Private Wealth Management Senior Vice Presidentsince 1975Various law firms in the Providence area Paralegal1971 - 1975
Full Profile

Theodore Trafton Providence, RI

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 • Financial Manager

Experience & Education

Title:
Financial Advisor, CFP, CRPC at Ameriprise Financial Services, Inc
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Jim Aukerman Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Legal Counsel • Law Specialist • Lawyers • Advisor • Financial Manager

Experience & Education

Title:
Certified Financial Planner TM at Elder Financial Solutions Attorney at James V. Aukerman & Associates Investment Advisor & Legal Counsel at Resources Stewardship Company see less...
Location:
Providence, Rhode Island Area
Industry:
Law Practice
Full Profile

James Tollefson Providence, RI

Professions & Specialties

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

Experience & Education

Position:
CFP at Wachovia
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Wachovia CFP
Full Profile

Nancy Pasquariello Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CFP Associate Vice President at Morgan Stanley Smith Barney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Dino Brantolino Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER professional at Dino A. Brantolino, CFP (Self-employed)
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Alan Wardyga Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive Officer • Owner • Financial Manager • Chief Executive • Corporate Executive

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER practitioner, President, CEO & Owner at Wealth Management Resources, Inc.
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Harry Cardoza Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner
Full Profile

Bill Wall Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Wachovia Securities Financial Network
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Wachovia Securities Financial Network Certified Financial Planner
Full Profile

Peter Alofsin Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Capital Wealth Management,Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Capital Wealth Management,Inc. Certified Financial Plannersince 1989
Full Profile

Terrence Gavan Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED PUBLIC ACCOUNTANT, CERTIFIED FINANCIAL PLANNER at TERRENCE GAVAN FINANCIAL SERVICES
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Patrick Sier Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CFP, First Vice President at Morgan Stanley Smith Barney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Edward Mcmanus Providence, RI

Professions & Specialties

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

Experience & Education

Position:
CFP at LPL Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
LPL Financial CFP
Full Profile

Pat Sier Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CFP, First Vice President at Morgan Stanley Smith Barney
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Harold Cardoza Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner at Ameriprise Financial
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Jamie Tollefson Providence, 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

Title:
VP Investments , CFP(r) at Wachovia Securities
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Full Profile

Suzie Quinn Providence, RI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Data Entry Specialist • Data Scientist • Human Resources Specialist • Recruitment • Financial Manager

Experience & Education

Position:
Data Entry at CFP
Location:
Providence, Rhode Island Area
Industry:
Human Resources
Work history:
CFP Data Entry
Full Profile

Silvia Styles Providence, RI

Professions & Specialties

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

Experience & Education

Title:
CPA/PFS, CFP(r)
Location:
Providence, Rhode Island Area
Industry:
Accounting
Full Profile

Tom Stocker Providence, RI

Professions & Specialties

Advisor • Chief Executive Officer • Owner • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Owner's Edge, LLC
Title:
Strategic Business Advisor to Owners & CEOs; We help you work ON your business, to drive YOUR operational excellence.
Location:
Providence, Rhode Island Area
Industry:
Management Consulting
Work history:
Owner's Edge, LLC Managing Directorsince Jun 2007
Skills:
Business Strategy, Team Building, Operational Excellence, Strategic Sourcing, Customer Oriented,...
Full Profile


Certified Financial Planners near Providence, RI0246WarwickMansfieldNorth AttleboroFranklinNorth SmithfieldUxbridgeWoonsocketPawtucketSmithfieldLincoln