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Financial Associates in Waltham, MA

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7 results found

Austin Poirier Waltham, MA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Investment Advisor at Ballentine Partners, LLC
Location:
Waltham, Massachusetts
Industry:
Investment Management
Work history:
Ballentine Partners, LLC Senior Investment Advisorsince Jul 2006Weston Financial Group Senior Financial AssociateDec 2003 - Jul 2006
Skills:
Investments

John Cunniff Boston, MA

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent WorkerManagerOperations Manager

Experience & Education

Position:
Circulation Assistant at Bentley University Library
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bentley University Library - Waltham MACirculation Assistantsince Oct 2010Oppenheimer & Co. - Boston, MAInvestment InternSep 2011 - Dec 2011

Eric Stahl Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantHospital Care ProfessionalHealth ProfessionalHealth PractitionerTeam MemberPatient Support RepresentativeHealthcare SupportPsychology SpecialistSupporting MemberOffice ClerkClerical SpecialistDirectorChief Administrative OfficerChief ExecutiveOperations ManagerMathematicsMathematicianBachelor of SciencePsychologistNotaryLawyersSchool AdministratorEducational Manager

Experience & Education

Position:
Group Sales Support Specialist at Wolters Kluwer / UpToDate
Title:
Group Sales Support Specialist at Wolters Kluwer
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Wolters Kluwer / UpToDate Group Sales Support Specialistsince May 2013Wolters Kluwer / UpToDate - Waltham, MASales Training Team MemberJan 2013 - May 2013
Financial Associate at Lowell

Nicholas Rioux Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLeaderProject ManagerManagersFisherSEO SpecialistWeb MarketerInformation Technology SpecialistSalesForce AdministratorIT SpecialistDatabase Administration ProfessionalDatabase AdministratorMarketing ManagerProject ManagersChief ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersCorporate ExecutiveBiologistBiological Scientist

Experience & Education

Position:
EBusiness Strategy Program Leader at Thermo Fisher Scientific
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Thermo Fisher Scientific - Waltham, MAEBusiness Strategy Program Leadersince 2011Thermo Fisher Scientific - Waltham, MAProject Leader - Salesforce AutomationNov 2010 - Jun 2011
Financial Associate

Chad Poires Waltham, MA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorBusiness AdministratorAssistant Vice PresidentVice PresidentChief ExecutiveOperations ManagerSports TrainerSports TrainersInstructorPedagogueClient ManagerAccount Service ManagerClient Service OfficerDatabase Administration ProfessionalDatabase AdministratorCustomer Service

Experience & Education

Work

Company:
Wells fargo advisors private client group - Boston, MA
Branch solution advisor
Company:
Citizens bank - Newton, MA
Licensed banker

Skills

Internal and external Bank/Brokerage Audit and compliance management for FINRA and SEC, AML/KYC,...

Amit Patel Waltham, MA

Professions & Specialties

Financial Services Sales AgentLaw ClerkJudicial Law ClerkChief AccountantAccount ManagerAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Flowers & manning, llp
Law clerk
Company:
Liberty mutual insurance - Boston, MA
Senior accountant for corporate reinsurance financial

Jackie Sousa New York, NY

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentPhysical TherapistPhysical TherapistsStudent WorkerPeer MentorApprenticeAdvisorFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerSchool AdministratorEducational Manager

Experience & Education

Title:
Seeking PT or FT Job Share Position in Sydney, Australia
Location:
Sydney Area, Australia
Industry:
Financial Services
Work history:
Morgan Stanley - Greater New York City AreaFinancial AssociateJun 2012 - Jun 2013Morgan Stanley - New York, NYFinancial AnalystJun 2010 - Jun 2012
Languages:
English, Portuguese, Spanish


Financial Associates near Waltham, MA04080120160200BostonCambridgeWellesleyBrooklineBurlingtonSomervilleWatertownWoburnNewtonBedford



Financial Associates around Waltham, MA

Arlington  (1)
Bedford  (1)
Boston  (196)
Brookline  (4)
Burlington  (3)
Cambridge  (15)
Lexington  (1)
Medford  (1)
Newton  (1)
Somerville  (3)
Watertown  (2)
Wellesley  (8)
Wilmington  (1)
Woburn  (2)

Financial Associates in Massachusetts

Sub-specializations

Financial Associate  (7)