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Delaware Financial Associates Directory

Trustoria includes a professional profile for nearly every Financial Associate in Delaware.

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30 results found

Rebecca Tyler Dover, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Associate/Accts Payable at Labinal Salisbury, Inc.
Title:
Accts Payable at Labinal Salisbury, Inc.
Location:
Dover, Delaware Area
Industry:
Defense & Space
Work history:
Labinal Salisbury, Inc. Financial Associate/Accts Payablesince Nov 1999

Jhonita Ervin Wilmington, DE

Professions & Specialties

Financial AssociateTellerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Citibank
Head financial associate
Company:
Wachovia bank - Wilmington, DE
Teller

Parena Mooney Newark, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystManagerOperations Manager

Experience & Education

Work

Company:
Jpmorgan chase
Financial associate (senior financial analyst)-project manager
Company:
Jpmorgan chase - Wilmington, DE
Financial associate (senior financial analyst)

Ryan Filiaggi Dagsboro, DE

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial AssociateFinancial ConsultantFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorCustomer Service

Experience & Education

Work

Company:
Santander bank
Financial specialist & relationship manager
Company:
First niagara bank/lpl financial llc
Personal financial associate/financial advisor

Skills

series 6, series 63, PA Insurance License, SAFE Registered

Catherine Yang Wilmington, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsManagement AnalystBachelor of ScienceSystems AdministratorComputer Systems AdministratorData Entry SpecialistData Scientist

Experience & Education

Work

Company:
North windsor inc
Sas analyst
Company:
Vanguard group - Valley Forge, PA
Financial associate

Skills

SAS/BASE, SAS/STAT, SAS/MACRO, SAS/SQL, SAS/ACCESS, SAS/ODS, SAS/GRAPH, Oracle, Access, SQL, UNIX,...

Selena Chen Newark, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerProject Managers

Experience & Education

Work

Company:
Conde nast
Financial associate
Company:
Max sunvest realty - Wilmington, DE
Realtor assistant in re

Skills

Hyperion Essbase, PeopleSoft, Microsoft Excel, SAS, Mandarin

Julie Tang Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBookkeeper

Experience & Education

Position:
Financial Associate at JP Morgan Chase
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
JP Morgan Chase - Newark, DEFinancial Associatesince Jul 2011Wilmington Trust Financial Analyst IINov 2003 - Jul 2011

Joseph Helduser Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccounting ClerkFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ScienceComputer Software ProfessionalSoftware DevelopersManagers

Experience & Education

Position:
Financial Analysis Manager at JPMorgan Chase, Senior Financial Associate at JP Morgan Chase
Title:
Financial Analysis Manager at JPMorgan Chase
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
JPMorgan Chase - Wilmington, DEFinancial Analysis Managersince Mar 2013JP Morgan Chase Senior Financial Associatesince Dec 2010

Marc Plesse Wilmington, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerFinancial DirectorFinancial OfficerFinancial ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeam LeaderOperations ManagerChief ExecutiveCorporate ExecutiveMaster of Business AdministrationAnalysts

Experience & Education

Position:
AVP - Forecasting Card Products Controller at Bank of America
Title:
AVP - Forecasting Card Products Controller
Location:
Wilmington, Delaware
Industry:
Banking
Work history:
Bank of America - Wilmington, DEAVP - Forecasting Card Products Controllersince Apr 2011JP MORGAN CHASE & CO FINANCE MANAGERMay 2007 - Apr 2011
FINANCIAL ASSOCIATE at JP MORGAN CHASE & CO

Michelle Latney Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystControllerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperManagerOperations ManagerBusiness AdministratorManagers

Experience & Education

Position:
Financial Associate at JPMorgan Chase
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
JPMorgan Chase - Wilmington, DEFinancial Associatesince Jul 2011Wilmington Trust Financial Analyst IIINov 2005 - Jul 2011

Jake Buttery Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentApprenticeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Financial Associate at Vanguard
Title:
Dilligent Financial Apprentice
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Valley Forge, PAFinancial Associatesince Aug 2012University of Delaware - Newark, DEWeinberg Center for Corporate Governance InternJun 2011 - May 2012

Alesia Shelton Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Financial Analyst at ACE Insurance Company
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ACE Insurance Company - Wilmington, DeSenior Financial Analystsince Apr 2008J.P. Morgan - Newark DelawareSenior Financial AssociateOct 2005 - Apr 2008
Skills:
Financial Modeling, Financial Reporting, Strategic Financial Planning, Financial Analysis

Michael Ketterer Philadelphia, PA

Professions & Specialties

Financial AssociateInvestment AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerAnalystsProperty ManagerReal Estate Manager

Experience & Education

Position:
Senior Financial Associate at JP Morgan Chase
Title:
Senior Financial Associate
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
JP Morgan Chase - Wwillmington, DESenior Financial Associatesince Jun 2010Towers Watson - Greater Philadelphia AreaInvestment AnalystSep 2007 - Sep 2009

Ethel Chang Baltimore, MD

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Position:
Sr Financial Associate at JPMorgan Chase
Location:
Baltimore, Maryland
Industry:
Banking
Work history:
JPMorgan Chase - Wilmington, DESr Financial Associatesince Nov 2011Citi Sr. Associate - Investment Research Large Cap BanksOct 2010 - Nov 2011

Hitesh Nariani Newark, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject ManagersBusiness AnalystAdvisorAnalystAnalystsManagerOperations ManagerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Cognizant with client as fortune 100 bank
Sr. project manager
Company:
Cognizant with client as fortune 100 bank - Wilmington, DE
Sr. project manager

Skills

Crystal reports SAP reports, Essbase reports, SAP Implementation,Shared services, Cloud Computing,...

Patrick Knauss Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperSales RepresentativeIT Specialist

Experience & Education

Position:
Financial Associate at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Valley forgeFinancial Associatesince Oct 2012IGate Mastech - Wilmington, DEClient Financial AnalystMay 2012 - Aug 2012

Onika Harris Wilmington, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveClient Service OfficerCustomer ServiceAccounts Payable ManagerAccounts Payable SpecialistAccounts PayableMaster of ScienceBachelor of ScienceHigh School DiplomaBusiness AdministratorMathematicsMathematician

Experience & Education

Work

Company:
Warehouse services inc - Elkton, MD
Administrative personnel & human resource liaison
Company:
Citibank one penns way newcastle de - New Castle, DE
Client service officer

O. Harris Wilmington, DE

Professions & Specialties

Financial Services Sales AgentOperations ManagerDirector of OperationsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerCustomer ServiceAccounts Payable SpecialistAccounts PayableSupervisors

Experience & Education

Work

Company:
Nutax financial services
Operations manager
Company:
Citibank na
Client service officer

Purnell Morris Wilmington, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentAnalystCompliance CoordinatorAnalystsCompliance OfficerBilling SupervisorBusiness AdministratorManagersBachelor of ScienceAssociate in Applied ScienceWorkforce Development SpecialistTraining and DevelopmentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Pharmanet/i3 research - Cary, NC
Compliance analyst
Company:
Pharmanet/i3 research - Cary, NC
Training compliance coordinator

Robin Dorch Wilmington, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsData AnalystData Entry SpecialistData ScientistTeam MemberAccounting ClerkAuditorAccounting BookkeeperBookkeeperBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Jpmorgan chase (fahrenheit it/kpmg) - Newark, DE
Aml analyst
Company:
Jpmorgan chase (integrity staffing) - Newark, DE
Business data analyst

Song Jiao Newark, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsChairpersonChief ExecutiveTeam Member

Experience & Education

Work

Company:
Blue hen investment club
Exelon trading center analyst
Company:
English association
President

Marc Dennis Wilmington, DE

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerTeam Member

Experience & Education

Work

Company:
Capital one
Risk manager, market liquidity risk oversight
Company:
Jp morgan chase - Wilmington, DE
Executive reporting manager, chase card services

Auteeka Mcleod Smyrna, DE

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccountantData AnalystData Entry SpecialistData ScientistBachelor of ArtsBusiness AdministratorProject ManagerTeam MemberProject ManagersOperations Manager

Experience & Education

Work

Company:
Bny mellon
Investment accountant
Company:
Benefit allocation systems - King of Prussia, PA
Data analyst

April Chen Smyrna, DE

Professions & Specialties

Financial Services Sales AgentClient Service OfficerData Entry SpecialistData ScientistCustomer ServiceInformation OperatorCommunications Equipment Operator

Experience & Education

Work

Company:
New penn motor express - Maspeth, NY
Customer service representative/data entry
Company:
Cablevision - Bronx, NY
Customer service representative

Luigi Tirro New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystConstructionProject ManagerApprenticeProject ManagersStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorOrganization ManagementOffice ClerkClerical SpecialistOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerBachelor of Science

Experience & Education

Position:
Project Accountant at Turner Construction
Location:
New York, New York
Industry:
Accounting
Work history:
Turner Construction - Greater New York City AreaProject Accountantsince Jul 2012JPMorgan Chase - Newark, DEFinancial Analyst InternSep 2010 - Mar 2011
Languages:
Italian
Junior Financial Associate at American College of Physici..

Brent Kessler Philadelphia, PA

Professions & Specialties

Financial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSecurityCustodianAdvisorInvestigatorCustodial WorkerCleanersSchool PrincipalSchool AdministratorEducational ManagerAgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonServices ProfessionalSales and Service SpecialistSales AgentOperations Manager

Experience & Education

Title:
Investment Accountant at BNY Mellon
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BNY Mellon - Wilmington, DEInvestment AccountantMay 2012 - Jul 2013HSBC - New Castle, DEAML InvestigatorJan 2012 - Mar 2012
Skills:
Financial Analysis, Financial Modeling, Microsoft Excel, Bloomberg, Financial Reporting, Data...
Financial Associate at Delaware Valley Primary Car..

Brian Cronin Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior DirectorDirectorOwnerSenior ManagerOperations ManagerChief ExecutiveProduction DirectorChairpersonFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Director, Marketing Analytics and Forecasting at Sallie Mae
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Sallie Mae Senior Director, Marketing Analytics and Forecastingsince Mar 2013Sallie Mae - Newark, DEDirector of Tuition Payment Plan Product ManagementSep 2012 - Feb 2013
Skills:
Process Improvement, Loans, Finance, Project Management, Business Analysis, Data Analysis,...
Senior Financial Associate at JPMorgan Chase

Nick Van Dusen Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerDirectorCorporate ExecutiveChief ExecutiveOperations ManagerSenior ManagerPurchasing ManagerManagerDeputy ManagerPurchasing ManagersCoordinatorAnalystSupporting MemberManagersAnalystsTeam MemberCashier SupervisorSupplierEquipment Tools Purchasing AgentCashier ClerkCashierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeDepartment Store SalespersonRetail ProfessionalRetail SalespersonRecruitmentBiotechnology ProfessionalBiologistBiological ScientistBachelor of Science

Experience & Education

Position:
Executive Director, Global Procurement, R&D at Bristol-Myers Squibb
Location:
Greater Philadelphia Area
Industry:
Pharmaceuticals
Work history:
Bristol-Myers Squibb - Lawrenceville, NJExecutive Director, Global Procurement, R&Dsince Feb 2012Bristol-Myers Squibb - Lawrenceville, NJDirector, Global Procurement, Drug DevelopmentFeb 2009 - Feb 2012
Skills:
Process Improvement, Procurement, R&D, Strategic Sourcing, Sourcing, Negotiation,...

Brian Roseberry Philadelphia, PA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentManagerMarketing ManagerOperations ManagerMarketing AdministratorTechnical SpecialistTechnical Support SpecialistsMaster of Business Administration

Experience & Education

Position:
Complaint Strategy Lead - Customer Experience at Barclaycard
Title:
Complaint Strategy Lead at Barclaycard
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Barclaycard - Wilmington, DelawareComplaint Strategy Lead - Customer Experiencesince Nov 2012Barclaycard - Wilmington, DESegment Lead - Open MarketMay 2011 - Nov 2012

Abby Magen Chicago, IL

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProduce ManagerTeam LeaderProduction ManagerOperations ManagerAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Product Manager, Advisor Software at Morningstar
Location:
Greater Chicago Area
Industry:
Financial Services
Work history:
Morningstar - Chicago, ILProduct Manager, Advisor Softwaresince Feb 2008Morningstar - Chicago, ILOperations & Portfolio Team Lead, Data ServicesJan 2007 - Feb 2008
Financial Associate