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Certified Financial Planners in Syracuse, NY

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44 results found

Bruce Goewey Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOperations ManagerDirector of OperationsChief Executive OfficerCorporate ExecutiveChief ExecutiveFinancial ManagerCommunity Service ManagerGovernment Administration Professional

Experience & Education

Title:
Operations Manager, Scrum Master at Datamensional, LLC
Location:
Syracuse, New York Area
Industry:
Government Administration
Work history:
Watertown Housing Authority Executive DirectorDec 2001 - Jul 2007Utica Municipal Housing Authority Executive DirectorFeb 2000 - Jul 2000
Skills:
Budgeting, Contract Negotiation, Negotiation, Administration, Public Speaking, Strategic Planning,...
Languages:
Spanish
000 with a CFP (modernization) budget of up to $1

Andrew Hagen Syracuse, NY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at AXA Advisors, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC Financial Advisorsince Apr 1996
Skills:
Investments, Investment Advisory, Retirement Planning

Rick Reagan Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Certified Financial Planner at The Reagan Companies
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
The Reagan Companies Certified Financial Planner

Christopher Keegan Syracuse, NY

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentManagerPartnerOperations ManagerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Partner & Wealth Manager at Diversified Wealth Strategies
Title:
Wealth Manager, CFP®, CLTC, AIF®
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Diversified Wealth Strategies Partner & Wealth Managersince Nov 2008AXA Advisors Financial ConsultantNov 1998 - Nov 2008
Skills:
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Retirement, Insurance...

Maureen Novak Syracuse, NY

Professions & Specialties

Portfolio ManagerFinancial ConsultantCertified Financial PlannerFinancial PlannerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystVice PresidentFinancial ManagerChief ExecutiveFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperResearch AssociateResearch SpecialistResearch ScientistAnalystAnalysts

Experience & Education

Position:
Portfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®* at Morgan Stanley
Title:
Portfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®* / at Morgan Stanley
Location:
Syracuse, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Syracuse, NYPortfolio Manager / Financial Advisor / Vice President / CFA®* / CFP®*since 2000FAC/Equities, First Albany Corporation - Albany, NYCorporate Services / Research Associate1999 - 2000
Certifications:
CERTIFIED FINANCIAL PLANNER ™*, Certified Financial Planner Board of Standards
Chartered Financial Analyst, CFA Institute

David Rutkowski Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at David W. Rutkowski, EA,CFP
Title:
Owner, David W. Rutkowski, EA,CFP
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
David W. Rutkowski, EA,CFP Owner

Richard Gray Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerIncome Tax PreparerFinance and Accounting SpecialistTax PreparerTax AccountantAccounting BookkeeperBookkeeperVice PresidentBoard MemberFinancial ManagerChief ExecutiveManagement Team ExecutiveOperations ManagerIT Analyst

Experience & Education

Position:
Income Tax Preparer at Cuddy Financial
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Cuddy Financial Income Tax Preparersince Jan 2011SPX Corporation VP, Information SystemsSep 1999 - Sep 2007
Skills:
Process Improvement, Business Analysis, Project Management, Change Management, Strategic Planning,...
..lead to a Certified Financial Planners,CFP,position with Cuddy Financial as I have comple..

Joe Lazzaro Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner, CFP at AXA Advisors
Title:
Certified Financial Planner with AXA Advisors
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Certified Financial Planner, CFPsince Apr 2005

Brian Winchell Syracuse, NY

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalCertified Financial PlannerFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Specialist at M&T Bank
Location:
Syracuse, New York Area
Industry:
Banking
Work history:
M&T Bank Financial Specialistsince Aug 2008Wachovia Bank Financial SpecialistJan 2006 - Jul 2008
*Partnered with CFP from Wachovia Securities to offer full line of..

Cole Henderson Syracuse, NY

Professions & Specialties

Portfolio ManagerFinancial ConsultantCertified Financial PlannerFinancial PlannerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystVice PresidentFinancial ManagerChief ExecutiveFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Portfolio Manager / Financial Advisor / First Vice President / CFP® at Morgan Stanley Wealth...
Title:
Portfolio Manager / Financial Advisor / First Vice President / CFP®* at Morgan Stanley
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 250 South Clinton Street, Suite 500 Syracuse, New York 13202Portfolio Manager / Financial Advisor / First Vice President / CFP®since Jan 1987
Certifications:
CERTIFIED FINANCIAL PLANNER ™*, Certified Financial Planner® Board Of Standards

Jeff Klein Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerPartnerBoard MemberTreasurerFinancial ManagerChief ExecutiveManagement Team ExecutiveOperations ManagerFinancial OfficerSupporting MemberTeam Member

Experience & Education

Position:
Owner/Partner at Michael, Roberts Assoc., Inc., Certified Financial Planner at Michael, Roberts...
Title:
Certified Financial Planner
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
Michael, Roberts Assoc., Inc. Owner/Partnersince Jul 1991Michael, Roberts Assoc., Inc Certified Financial Plannersince Jul 1991
Skills:
Financial Planning, Retirement Planning, Estate Planning, Asset Management, Portfolio Management,...

Stu Mcgough Syracuse, NY

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveFinancial ManagerLaw SpecialistLawyers

Experience & Education

Position:
Partner at Scolaro, Shulman, Cohen, Fetter & Burstein, P.C.
Location:
Syracuse, New York Area
Industry:
Law Practice
Work history:
Scolaro, Shulman, Cohen, Fetter & Burstein, P.C. Partnersince Sep 1979
Skills:
Business Strategy, Tax-exempt, Series 7, Risk Management, Health Law

Jessica Cheseboro Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerService ManagerService Operations ExpertFinance and Accounting SpecialistMortgage Loan ProcessorAccounting BookkeeperBookkeeperMortgage AccountantLoan AccountantOperations ManagerFinancial Manager

Experience & Education

Position:
Client Service Manager at Randy L Zeigler CFP, CLU, ChFC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Randy L Zeigler CFP, CLU, ChFC Client Service Managersince Nov 2004Oswego County National Bank Mortgage Loan ProcessorJun 2000 - Jun 2004

M. Keefe Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Sr. Vice President / CSNA, CFM, CFP at Merrill Lynch
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Sr. Vice President / CSNA, CFM, CFP

Teresa Marriner Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP, CLTC at Planned Results, Inc.
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Planned Results, Inc. CFP, CLTC

Gary Kolodziejczyk Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at Bonadio Financial Services
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
Bonadio Financial Services Certified Financial Planner

Michael Zoanetti Syracuse, NY

Professions & Specialties

BankerCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerVice PresidentChief ExecutiveFinancial Manager

Experience & Education

Title:
Private Banker, VP, CFP at JPMorgan
Location:
Syracuse, New York Area
Industry:
Banking

Tammy Kiesa Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerMarketing AdministratorCertified Public AccountantAccounting BookkeeperBookkeeperMarketing ManagerFinancial Manager

Experience & Education

Title:
Marketing Coordinator and Assistant to Gary A. Grossman, CPA, CFP at Green & Seifter CPAs
Location:
Syracuse, New York Area
Industry:
Accounting

Joey Gunther Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Joseph A. Gunther, CFP
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Joseph A. Gunther, CFP Owner

Dave Haahr Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Syracuse, New York Area
Industry:
Financial Services

Katelyn Kriesel Syracuse, NY

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales RepresentativeMarketing DirectorChief ExecutiveCounselorLeaderAdministrative AssociateAdministrative ClerkClerical SpecialistOffice ClerkManagersAgentSales AgentFinancial ManagerCommunity Service ManagerInsurance SalespersonInsurance ProfessionalUnderwriterPsychologistMaster of ScienceGovernment Administration ProfessionalStudent WorkerPsychology SpecialistParalegal

Experience & Education

Position:
Wealth Advisor Associate at Morgan Stanley Wealth Management
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Syracuse, New York AreaWealth Advisor Associatesince Mar 2013Diversified Capital Management, LLC - Syracuse, New York AreaSales AssistantDec 2010 - Mar 2013
Languages:
French
Certifications:
Registered Representative - Series 7, FINRA
Licensed Life, Accident, and Health Insurance Agent, New York State
Brokerage Jobs | CFP

Leyla Ziad Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeNon-ProfitVolunteerChief Executive OfficerCorporate ExecutiveChief ExecutiveStudent WorkerFinancial ManagerData Scientist

Experience & Education

Position:
Operations Specialist at Ridgeway & Conger, Inc.
Title:
Operations Specialist at Ridgeway & Conger
Location:
Syracuse, New York
Industry:
Financial Services
Work history:
Ridgeway & Conger, Inc. - New Woodstock, New YorkOperations Specialistsince Oct 2011International Center of Syracuse InternMay 2011 - Aug 2011
Skills:
Series 7, Series 11, Financial Services, Data Analysis, Research, Microsoft Office, Microsoft...
..and billing) as the assistant to a certified financial planner

Geoff Wells Syracuse, NY

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssociate of ScienceAerospace EngineerEngineering SpecialistFinancial Manager

Experience & Education

Position:
Fee Only Financial Planner and Investment Advisor at Rockbridge Investment Management
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Rockbridge Investment Management - Syracuse, New YorkFee Only Financial Planner and Investment Advisorsince Oct 2012Populace Financial Financial Advisor2010 - 2012
Skills:
Financial Planning, Financial Analysis, Tax, Retirement Planning, Risk Management, Financial...
Certified Financial Planner,CFP,

Joel Redmond Syracuse, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerProfessorHuman Resources SpecialistRecruitmentSharePoint AdministratorNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSpeakerSpokespersonRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerChief Executive

Experience & Education

Position:
Teacher at Bryant & Stratton, Financial Consultant at Wells Fargo
Location:
Syracuse, New York Area
Industry:
Capital Markets
Work history:
Bryant & Stratton Teachersince Oct 2008Wells Fargo Financial Consultantsince Jun 2005
Skills:
Retirement planning, Defined benefit and contribution plan management, New and secondary offerings, ...
Certified Financial Planner with 6+ years of inves..

Anthony Farella Syracuse, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerManagerChairpersonBoard MemberOperations ManagerChief ExecutiveManagement Team ExecutiveSchool PrincipalSchool AdministratorEducational ManagerFinancial ManagerTrust Law AttorneyLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Principal at Rockbridge Investment Management, Member, Board of Managers at YMCA of Greater...
Title:
Fee Only Financial Planner and Investment Manager
Location:
Syracuse, New York Area
Industry:
Investment Management
Work history:
Rockbridge Investment Management - Syracuse, NYPrincipalsince Jan 2008YMCA of Greater Syracuse - Syracuse, New York AreaMember, Board of Managerssince Aug 2011
Skills:
Asset Management, Financial Planning, Retirement Planning, Strategic Financial Planning, Asset...
CFP Designation

Paul Torrisi Syracuse, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management at The Armory Group at Morgan Stanley
Title:
Associate Vice President/ Financial Advisor/ The Armory Group at Morgan Stanley
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
The Armory Group at Morgan Stanley Financial Advisor at Morgan Stanley Wealth Managementsince Nov 2008Merrill Lynch Wealth Management AdvisorAug 1998 - Nov 2008
Certifications:
CERTIFIED FINANCIAL PLANNER™ (CFP®), Board of Standards, Inc

Mary Anne Cody Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveLaw SpecialistLawyersChairpersonDirectorFinancial ManagerManagement Team ExecutiveOperations ManagerCertified Public AccountantAccounting BookkeeperBookkeeperJuris DoctorBachelor of Science

Experience & Education

Position:
Attorney at Mackenzie Hughes LLP
Title:
Partner at Mackenzie Hughes LLP
Location:
Syracuse, New York Area
Industry:
Law Practice
Work history:
Mackenzie Hughes LLP Attorneysince Jul 2000Le Moyne College - Syracuse, NYRegent2009 - 2013
Skills:
Estate planner, Benefit plan advisor, Tax Advisory, Non-profits, Estate Planning, Strategic...

John Enright Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerRecruitment

Experience & Education

Position:
Private Wealth Advisor at Sagemark Consulting
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Sagemark Consulting Private Wealth Advisorsince Jan 2002
Certified Financial Planner Board of Standards

Theodore Sarenski Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services Sales AgentChief Executive OfficerOwnerChairpersonCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPresenterFinancial ManagerFiduciaryTrust Law AttorneyLawyersNon-Profit

Experience & Education

Position:
President/CEO at Blue Ocean Strategic Capital, LLC
Title:
CEO, Owner - Blue Ocean Strategic Capital, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Blue Ocean Strategic Capital, LLC President/CEOsince Jan 2010AICPA PFP Cnference Presenter Presenter2002 - 2010
Skills:
Personal Financial Planning and Investment Management on a fee only basis, CPA/PFS - one of the...
CFP at AICPA Web Presentation

Lisa Goltry Syracuse, NY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerSenior ManagerOperations ManagerCounselorAdvisorManagement Team ExecutiveFinancial ManagerJuris DoctorLaw SpecialistLawyers

Experience & Education

Position:
Senior Independent Beauty Consultant at Mary Kay Independent Beauty Consultant, Senior Manager -...
Title:
Senior Manager at Welch Allyn - Family Office
Location:
Syracuse, New York Area
Industry:
Medical Devices
Work history:
Mary Kay Independent Beauty Consultant - Marcellus, new yorkSenior Independent Beauty Consultantsince Apr 2013Welch Allyn - skaneateles falls, new yorkSenior Manager - Family Officesince Feb 2008

Gregory Ronneburger Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerDivisional Vice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorporate ExecutiveFinancial Manager

Experience & Education

Position:
Divisional Vice President at AXA Advisors
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Divisional Vice Presidentsince 2001
Certified Financial Planner,CFP,

Peter Derrenbacker Syracuse, NY

Professions & Specialties

Financial Services Sales AgentPuchasing and Estimating ManagerAdvisorOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Owner at Derrenbacker Group Benefit Specialists, LLC, Wealth Management Advisor at Northwestern...
Title:
Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Derrenbacker Group Benefit Specialists, LLC - East Syracuse, NYOwnersince 2011Northwestern Mutual Financial Network Wealth Management Advisorsince 1989
Certified Financial Planner

Damon Mone Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerSupervisorManagersComputer Network ConsultantComputer ConsultantIT ConsultantAdvisorMaster of ScienceOperations ManagerFinancial Manager

Experience & Education

Position:
Commercial Supervisor - Northeast Regional Network Operation Center at Time Warner Cable
Title:
Commercial Supervisor - Time Warner Cable Northeast Region
Location:
Syracuse, New York Area
Industry:
Computer Networking
Work history:
Time Warner Cable Commercial Supervisor - Northeast Regional Network Operation Centersince Jan 2007
CFP

Richard Jenkins Syracuse, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Diversified Capital Management, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Diversified Capital Management, LLC - Syracuse, New York AreaFinancial Advisorsince 2006American Express Financial Advisors - Syracuse, New York AreaFinancial Advisor1998 - 2005
Certified Financial Planner

Dale Ringham Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerDoctor of PhilosophyResearch AssistantResearcherSurvey ResearcherTeaching AssistantEducational Assistant TeacherMaster of ScienceBachelor of ScienceMathematicsMathematicianSoftware DeveloperSoftware DevelopersFinancial Manager

Experience & Education

Position:
PhD. Student Research Assistant at Syracuse University, PhD. Student Teaching Assistant at Syracuse ...
Title:
PhD. Student & Research Assistant at Syracuse University
Location:
Syracuse, New York Area
Industry:
Aviation & Aerospace
Work history:
Syracuse University - Syracuse, New YorkPhD. Student Research Assistantsince Jan 2012Syracuse University - Syracuse, New York AreaPhD. Student Teaching Assistantsince Jan 2013
Skills:
CFD, Fluid Dynamics, Overflow 2.2e, FieldView, Plot3D, ANSYS Fluent, Thermodynamics, Matlab, Maple, ...
Languages:
French
..of data center metrics such as PUE and CFP

Tim Grumley Syracuse, NY

Professions & Specialties

Financial Services Sales AgentPuchasing and Estimating ManagerDirectorVice PresidentOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Market Director VP at JPMorgan Securities, LLC, Investment Manager- NY North VP at Chase Investment ...
Title:
Market Director VP at JPMorgan Chase Private Client / JPMorgan Securities, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
JPMorgan Securities, LLC Market Director VPsince Oct 2012Chase Investment Services Corp. Investment Manager- NY North VPsince Mar 2009
Skills:
Series 7, Series 63, Series 6, Series 65, Series 24, Series 53, Series 4
Certified Financial Planner,CFP,

Bill Zaika Syracuse, NY

Professions & Specialties

PartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Partner at Diversified Wealth Strategies, LLC
Location:
Syracuse, New York Area
Industry:
Financial Services
CERTIFIED FINANCIAL PLANNER(tm) professional at AX..

Burt Phillips Syracuse, NY

Professions & Specialties

ChairpersonChief Operating OfficerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/COO at Empower Associated Services, Inc, CUSO President at Empower FCU, Registered...
Title:
CUSO President
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Empower Associated Services, Inc President/COOEmpower FCU CUSO Presidentsince Aug 1997
Certified Financial Planner Board of Standards

Daniel Cuddy Syracuse, NY

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperBachelor of ScienceAssociate of ArtsFinancial Manager

Experience & Education

Position:
CPA at Cuddy Financial Services
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
Cuddy Financial Services CPAsince Nov 1994

Judith Sweet Syracuse, NY

Professions & Specialties

Puchasing and Estimating ManagerBoard MemberManagement Team ExecutiveOperations ManagerOncologistMedical Practice ProfessionalMedical PractitionerVolunteerNon-ProfitAdvocateJuristLegal CounselChief ExecutiveFinancial ManagerHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Board Member at Oneida Healthcare Foundation, Session Member at Oneida First Presbyterian Church,...
Title:
Board Member at Oneida Healthcare Foundation
Location:
Syracuse, New York Area
Industry:
Fine Art
Work history:
Oneida Healthcare Foundation - Oneida, NYBoard Membersince 2010Oneida First Presbyterian Church - Oneida, NYSession Membersince Dec 2009
Certifications:
Certified Financial Planner, International Bureau of Financial Planners
Series 24 Principal's License, National Association of Securities Dealers

Kenneth Garger Syracuse, NY

Professions & Specialties

Marketing InternMarketing ProfessionalAdvertising Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent Worker

Experience & Education

Position:
Marketing Intern at Ameriprise Financial
Location:
Syracuse, New York Area
Industry:
Financial Services
Work history:
Ameriprise Financial Marketing Internsince May 2010WQIS Underwriting InternDec 2009 - Jan 2010
..ultimate goal is to one day become a CFP and open up my own practice

Joyce Orlandella Syracuse, NY

Professions & Specialties

OwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Owner at Total Financial Services
Title:
Owner, Total Financial Services
Location:
Syracuse, New York Area
Industry:
Accounting
Work history:
Total Financial Services Ownersince Apr 1997
CERTIFIED FINANCIAL PLANNER

James Brennan Geneva, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerCounselorAdvisorBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerFinancial ManagerChief ExecutiveBachelor of ArtsController

Experience & Education

Work

Company:
Finger lakes consulting group
Consultant
Company:
Five star bank - Geneva, NY
Branch manager

Pamela Belfor Cementon, NY

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorAgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerDirectorOperations ManagerIndependent Business OwnersPR and Communications ProfessionalTeam MemberAnalystsPublic Relations ProfessinalSales AgentOwnerCorporate ExecutiveChief ExecutiveFinancial ManagerAccounting BookkeeperBookkeeperChefFood PreparerFood Preparation WorkerParalegalLitigation Support SpecialistBachelor of Science

Experience & Education

Position:
Free Agent at Indenpendent Contractor
Title:
Independent Contractor
Location:
Catskill, New York
Industry:
Real Estate
Work history:
Indenpendent Contractor - Catskill, NYFree Agentsince Apr 2012OrthoSmile, Inc. DirectorJan 2000 - Apr 2012
Certified Financial Planner at IDS Financial Servi..


Certified Financial Planners near Syracuse, NY0123AuburnEast Syracuse



Certified Financial Planners around Syracuse, NY

Auburn  (3)

Certified Financial Planners in New York

Sub-specializations