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Financial Associates in Massachusetts

Financial Associates in Wellesley, MA

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Here is a complete directory of most local Financial Associates in Wellesley, MA.

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8 results found

Kristen Springer Boston, MA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Registered Associate at Morgan Stanley
Title:
Senior Registered Associate at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley - Morgan Stanley Wealth ManagementSenior Registered Associatesince Aug 2007A.G. Edwards & Sons, Inc. - Wellesley, MAFinancial AssociateOct 2004 - Aug 2007
Full Profile

Lynne Perry Wellesley, MA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Coordinator • Managers

Experience & Education

Work

Company:
Visions healthcare
Payroll, hr and bookkeeping coordinator
Company:
Sunlife financial - Wellesley, MA
Financial associate

Skills

Proficient in Microsoft Office
Full Profile

Eric Stahl Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Hospital Care Professional • Health Professional • Health Practitioner • Team Member • Patient Support Representative • Healthcare Support • Psychology Specialist • Supporting Member • Office Clerk • Clerical Specialist • Director • Chief Administrative Officer • Chief Executive • Operations Manager • Mathematics • Mathematician • Bachelor of Science • Psychologist • Notary • Lawyers • School Administrator • Educational 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
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Benjamin Wood Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Financial Manager • Clerical Specialist • Team Member • Student Worker

Experience & Education

Position:
Senior Treasury Analyst, International Funding at Covidien
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Covidien - Mansfield, MASenior Treasury Analyst, International Fundingsince Jun 2012Babson College - Wellesley, MAPortfolio Manager, Technology SectorAug 2011 - May 2012
Skills:
Financial Analysis, Equity Research, Financial Modeling, Valuation, Equities, Leadership, Capital...
Financial Associate at Harvard University
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Kathleen Cervon Wellesley, MA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Board Member • Management Team Executive • Operations Manager • Secretary • Coordinator • Organization Management • Office Clerk • Clerical Specialist • Managers • Chief Administrative Officer • Financial Manager • Financial Director • Chief Executive • Financial Officer • Hospital Care Professional • Health Professional • Health Practitioner • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Computer Software Professional • Software Developers • Recruitment • Sales Representative

Experience & Education

Position:
Associate at Woodacre Fuel & HVAC, Board of Directors at Surf Club of Quogue
Title:
Associate
Location:
Wellesley Hills, Massachusetts
Industry:
Oil & Energy
Work history:
Woodacre Fuel & HVAC - Wellesley, MAAssociatesince Feb 2013Surf Club of Quogue Board of Directorssince Jun 1993
Skills:
Start-ups, Management, Training, Fundraising, Sales Operations, Human Resources, Sales Management,...
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Ilham-ilham Iannicelli Wellesley, MA

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Security • Operations Associate • Chief Administrative Officer • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Good earth
Marketing / sales
Company:
Fas financial harvard university - Cambridge, MA
Data security and reporting administrator
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Mike Haggerty New Haven, CT

Professions & Specialties

Financial Consultant • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at UBS
Location:
New Haven, Connecticut
Industry:
Financial Services
Work history:
UBS - New Haven, ConnecticutFinancial Advisorsince Apr 2013Weston Financial - Wellesley, MASenior Financial Associate IIJun 2011 - Mar 2013
Full Profile

Camila Hernandez New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Customer Service • Client Service Officer • Market Analyst • Market Research Analyst • Retail Salesperson • Model • Project Manager • Business Administrator • Organization Management • Advisor • Team Member • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Operations Manager

Experience & Education

Position:
Entry Level Leadership-Management Training Program at Brooks & Marketing, Inc.
Title:
Entry Level at 5 North Inc.
Location:
New York, New York
Industry:
Marketing and Advertising
Work history:
Brooks & Marketing, Inc. Entry Level Leadership-Management Training Programsince Apr 2013MyMela - Boca Raton, FLIntern-Associate of Business DevelopmentJun 2012 - Oct 2012
Languages:
English, Spanish
Financial Associate at Citi
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Financial Associates near Wellesley, MA04080120160200BostonCambridgeWalthamBrooklineSomervilleFraminghamWatertownNewtonLexingtonMedford


Financial Associates around Wellesley, MA

Arlington  (1)
Bedford  (1)
Boston  (196)
Brookline  (4)
Cambridge  (15)
Framingham  (2)
Lexington  (1)
Medford  (1)
Newton  (1)
Norfolk  (1)
Norwood  (1)
Somerville  (3)
Waltham  (7)
Watertown  (2)

Financial Associates in Massachusetts

Sub-specializations

Financial Adviser  (2)
Financial Associate  (8)