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Financial Consultants in New York

Financial Consultants in Albany, NY

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250 results found

Kevin Curtis Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Chief Administrative Officer • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Analysts • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Analyst at St. Peter's Health Care Partners, Financial Counselor at St. Peter's Hospital
Title:
Financial Analyst at St. Peter's Health Care Partners
Location:
Albany, New York Area
Industry:
Management Consulting
Work history:
St. Peter's Health Care Partners - Albany, New York AreaFinancial Analystsince Jul 2013St. Peter's Hospital - Albany, NYFinancial Counselorsince Nov 2012
Full Profile

Michael Pine Albany, NY

Professions & Specialties

Teller • Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Service Manager • Concierge • Solutions Advisor • Assistant Manager • Service Operations Expert • Advisor • Managers • Manager • Operations Manager • Notary Public • Notary • Lawyers • Human Resources Specialist • Recruitment • Business Administrator • Team Member • Analysts • Sales Manager • Chief Executive • Associate in Applied Science • Bookkeeper • Psychology Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Member Service Manager at SEFCU
Location:
Albany, New York Area
Industry:
Banking
Work history:
SEFCU - Latham, NYMember Service Managersince Dec 2010EZ Sell Gold and Diamonds Corp - Albany, NYAssistant ManagerJun 2010 - Oct 2010
Skills:
Training & Development, Leadership Development, Scheduling, Customer Service, Leadership,...
Certifications:
Licensed Notary Public, State of New York
..to business partners including Financial Advisor
Full Profile

Christie Griner Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Location:
Albany, New York Area
Industry:
Insurance
Work history:
The Ayco Company, L.P., A Goldman Sachs Company Financial AnalystJan 2010 - Apr 2011Merrill Lynch - Greater Boston AreaGlobal Private Client, Financial AdvisorSep 2005 - Dec 2009
Full Profile

Nicholas Ashback Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Customer Contact Professional at RiverSource Life Insurance Co. of NY
Title:
Siena College Alumni
Location:
Albany, New York Area
Industry:
Consumer Services
Work history:
RiverSource Life Insurance Co. of NY Customer Contact Professionalsince Feb 2012Waddell & Reed Financial AdvisorApr 2011 - Dec 2011
Full Profile

Michael Zammiello Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Chairperson • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Insurance Professional • Underwriter • Managers • Analysts

Experience & Education

Position:
Managing Partner at FIS Marketing, President at Empire Capital Marketing Group
Title:
FIS Marketing, Managing Partner
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
FIS Marketing - New York, NYManaging Partnersince Jul 2011Empire Capital Marketing Group - NortheastPresidentsince Dec 2009
We help the Financial Advisor community grow their business wi..
Full Profile

Chris Liberty Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Wells Fargo Advisors
Location:
Albany, New York Area
Industry:
Investment Management
Full Profile

Roberta Bastow Albany, NY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Owner • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Market Analyst • Market Research Analyst • Customer Service • Operations Manager • Area Manager

Experience & Education

Position:
Vice President and Relationship Manager - Commercial Business Banking at First Niagara Bank
Title:
Vice President and Relationship Manager - Commercial Business Banking
Location:
Albany, New York Area
Industry:
Banking
Work history:
First Niagara Bank Vice President and Relationship Manager - Commercial Business Bankingsince Dec 2008Perfect Blend Espresso Bar and Cafe Cafe Owner and OperatorApr 2003 - Oct 2008
Skills:
Banking, Commercial Lending, Financial Services
Trusted financial advisor and bank liaison to over 50 busi..
Full Profile

Morgan Brooks Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Software Tester • Computer Specialist • Recruitment • Title Examiner

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Work Center Supervisor at US Navy
Title:
Merrill Lynch Financial Advisor and US NAVY Veteran
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - Clifton Park, NYFinancial Advisorsince Jan 2013US Navy Work Center Supervisorsince Aug 2002
Full Profile

Andrew Pleat Albany, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Financial Manager

Experience & Education

Position:
Financial Advisor at UBS
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
UBS Financial Advisorsince Feb 2007The Ayco Company Senior Financial Planner2003 - 2007
Skills:
Establishing sound Investment Portfolios, Financial Planning, Retirement Income Planning, Insurance ...
Full Profile

Christopher Hunt Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Sales Representative

Experience & Education

Position:
Financial Advisor at Capital Bank
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Capital Bank - Albany, NYFinancial Advisorsince Sep 2011Capital Management Partners, LLC Independent Financial ConsultantMar 2011 - Aug 2011
Skills:
Institutional Sales
Full Profile

Raymond Bryan Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • General Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Corporate Executive • Project Managers • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter • Master of Business Administration • Business Administrator • Advisor • Sales Representative

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott, General Partner at Spiral Capital
Title:
Financial Advisor at Janney Montgomery Scott
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Janney Montgomery Scott - WP Wealth AdvisorsFinancial Advisorsince Jan 2013Spiral Capital - Saratoga Springs, NYGeneral Partnersince Dec 2006
Certifications:
Series 7 - General Securities Representative, FINRA
Series 65 - Uniform Registered Investment Adviser Law Exam, NASAA
Full Profile

Ashley Papa Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Front Office Receptionist • Clerical Specialist • Advertising Professional • Advertising Sales Agent • Student Worker • Data Scientist • Chief Executive

Experience & Education

Position:
Financial Analyst at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaFinancial Analystsince Apr 2011MassMutual Financial Group - Albany, New York AreaFinancial AdvisorJun 2010 - Feb 2011
Full Profile

Philip Underwood Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manufacturing Engineer • Industrial Engineer • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Sep 2003
Full Profile

Stephen Kyne Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Bachelor of Science • Organization Management • Managers

Experience & Education

Position:
Owner at Sterling Manor Financial, LLC
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Sterling Manor Financial, LLC Ownersince Apr 2006American Express Financial Advisors - Albany, New York AreaFinancial AdvisorAug 2004 - Apr 2006
Skills:
Small Business, Strategic Planning, Public Speaking, Customer Service, Investments, Business...
Full Profile

Lisa Downs Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Position:
Sr. Financial Consultant at WellPoint
Location:
Albany, New York Area
Industry:
Accounting
Work history:
WellPoint - Albany, New York AreaSr. Financial Consultantsince Apr 2011Royal Bank of Scotland - Albany, New York AreaSr. Financial AnalystSep 1997 - Apr 2011
Full Profile

Charles Joseph Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Philanthrope • Non-Profit • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chartered Advisor in Philanthropy® and Financial Advisor VP, CAP® AWMA® at Janney Montgomery Scott
Title:
Financial Advisor AWMA® CAP®
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott Chartered Advisor in Philanthropy® and Financial Advisor VP, CAP® AWMA®since Jan 2004UBS Financial Services Financial Advisor VPJan 1998 - Dec 2003
Full Profile

Lorraine Reith Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Sr. Financial Consultant at Empire Asset Management
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Empire Asset Management Sr. Financial Consultantsince Feb 2004Benefit Planning Services, Inc. Financial ConsultantDec 1991 - Feb 2004
Full Profile

Sarah Manchester Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Research Officer • Board Member • Chief Executive Officer • Chief Executive • Management Team Executive • Operations Manager • Corporate Executive • Office Clerk • Clerical Specialist • Managers • Buyer and Seller • Sales Representative

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2009Center for Agricultural Development & Entrepreneurship, Inc. (CADE) Director of Research & DevelopmentNov 2007 - Sep 2009
Skills:
Non-profits, Estate Planning
Full Profile

John Gattulli Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Guide • Supervisor • Tour Guide • Managers • Chairperson • Chief Executive • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Capital Education Nework, Financial Advisor at Cadaret Grant & Co. Inc
Title:
Helping clients protect wealth using relative strength to guide in the process.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Capital Education Nework Presidentsince 1995Cadaret Grant & Co. Inc - Albany NYFinancial Advisorsince 1991
Languages:
Some Itialian
Full Profile

Peter Major Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Halliday Financial Group
Title:
Senior Financial Advisor at Halliday Financial Group
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Halliday Financial Group Financial Advisor
Full Profile

Veronica Mangione Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Territory Sales Manager • Region Manager • Physician • Promoter • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainment Professional • Entertainer • Non-Profit • Area Manager • Managers • Oncologist • Medical Practice Professional • Medical Practitioner • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • High School Diploma • Master of Science

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - Albany, NYFinancial Advisorsince Feb 2010Morgan Stanley Smith Barney Financial AdvisorOct 2006 - Feb 2010
Skills:
intelligent and informative financal review, experienced relationship professional, active teacher, ...
Full Profile

Kathleen Clawar Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at MetLife Auto & Home
Location:
Albany, New York Area
Industry:
Insurance
Work history:
MetLife Auto & Home Senior Financial Consultant
Full Profile

Robert Bronk Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at NBT Bank
Location:
Albany, New York Area
Industry:
Banking
Work history:
NBT Bank Financial Advisor
Full Profile

Michelle Clark Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at JP Morgan Chase Bank
Location:
Albany, New York Area
Industry:
Banking
Work history:
JP Morgan Chase Bank Financial Advisor
Full Profile

Lalo Reyes Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Halliday Financial Group
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Halliday Financial Group Financial Advisorsince Feb 2011
Full Profile

Billy Dallas Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Assistant Branch Manager at Berkshire Bank
Location:
Albany, New York Area
Industry:
Banking
Work history:
Berkshire Bank - Delmar, NYAssistant Branch Managersince Sep 2011Halliday Financial Group - Albany, NYFinancial AdvisorJun 2010 - Aug 2011
Skills:
Portfolio Management, Financial Analysis, Budgets, Investments, Sales Management, New Business...
Full Profile

James Mcdonald Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor & College Professor at Halliday Financial Group
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Halliday Financial Group Financial Advisor & College Professor
Full Profile

Ken Monroe Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Manager • Board Member • Treasurer • Financial Officer • Financial Manager • Operations Manager • Management Team Executive • Leader • Advisor • Managers • Company Secretary • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Financial Officer at Seagroatt Riccardi, LTD
Title:
Finance at Seagroatt Riccardi, Ltd.
Location:
Albany, New York Area
Industry:
Wholesale
Work history:
Seagroatt Riccardi, LTD Chief Financial Officersince Jan 1996WALQUIST & RENODIN ManagerJan 1986 - Jan 1996
..consulting with businesses as financial advisor including preparation of budgets
Full Profile

Barbara Becker Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Lincoln Investment Planning
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Lincoln Investment Planning Financial Advisor
Full Profile

James Mcdonald Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Associate Professor • Lecturer • Postsecondary Teacher • Bachelor of Business Administration • Chief Executive • Recruitment

Experience & Education

Position:
Financial Advisor and Certified Employee Benefit Specialist at Halliday Financial Group, Adjunct...
Title:
Instructor at Bryant & Stratton College
Location:
Albany, New York Area
Industry:
Higher Education
Work history:
Halliday Financial Group Financial Advisor and Certified Employee Benefit Specialistsince Sep 2009Southern Vermont College Adjunct Professorsince Sep 2008
Full Profile

David Morrison Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Vice President - Investment Officersince May 1996
Skills:
Investments, Retirement Planning, Portfolio Management, Asset Allocation, Wealth Management, Mutual ...
Certifications:
Series 7, Series 63
As a Wells Fargo Advisors Financial Advisor
Full Profile

Jeffrey Pollard Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Manager • Independent Business Owners • Contractor • Advisor • Psychology Specialist

Experience & Education

Position:
Assistant Vice President - Investments at Janney Montgomery Scott
Title:
Executive Vice President at Janney Montgomery Scott
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott Assistant Vice President - Investmentssince Apr 2007Wachovia Securities Financial Network Financial AdvisorJun 2004 - Apr 2007
Full Profile

Andini Mandiri Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Fa at axa mandiri
Title:
senior executive financial advisor at axa mandiri
Location:
Albany, New York Area
Industry:
Banking
Work history:
Axa mandiri Fa
Full Profile

Bryan Mcwayne Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Logistics Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Team Member • Customer Service • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at With the practice of Sasa Mirkovic
Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
With the practice of Sasa Mirkovic - Albany, New York AreaFinancial Advisorsince Sep 2012Hometown Healthcare Inc - Watervliet, NYLogistics ManagerJan 2012 - Aug 2012
Full Profile

Jim Schwartz Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Electrical Engineer • Electrical Engineering • Contractor

Experience & Education

Position:
Financial Advisor at NPA Financial
Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
NPA Financial Financial Advisorsince Jan 2009KAPL Inc Electrical EngineerDec 2002 - Jan 2009
Full Profile

M A Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
S Capital Advisors AdvisorJan 2007 - Jan 2007
Full Profile

Peter Bazanos Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Albany, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Albany, NYFinancial Advisorsince 1995American Express Financial Advisors - 5 Palisades Drive, Suite 320, Albany, NY 12205Financial Advisor1990 - 1995
Full Profile

Dominic Garrant Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Business Administrator • Spokesperson • Advisor • Brand Planner • Brand Representative • Bachelor of Science • Chairperson • Marketing Manager • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Feb 2010Forest Pharmaceuticals Medical RepresentativeFeb 2000 - Feb 2010
Skills:
Marketing, Public Speaking, Microsoft Office, Management, Data Analysis, Leadership, Brand...
Full Profile

Randall Devaney Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Vice-President Investments, at UBS Financial Services
Title:
Vice-President Investments, Financial Advisor at UBS Financial Services
Location:
Albany, New York Area
Industry:
Banking
Work history:
UBS Financial Services Vice-President Investments,since Apr 2009Merrill Lynch Wealth Management Senior Financial AdvisorOct 2005 - Apr 2009
Full Profile

Malinda Shake Albany, NY

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Agency Assistant at MetLife Empire Group, an office of MetLife, Financial Services Representative,...
Title:
Agency Assitant at Metlife
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
MetLife Empire Group, an office of MetLife - Latham, NYAgency Assistantsince Sep 2012MetLife Empire Group - Latham, NYFinancial Services Representative, Financial Advisorsince Dec 2009
Full Profile

Christopher Liberty Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Financial Advisor at A National Investment Firm, Adjunct Instructor at Empire State College
Title:
Financial Advisor at a National Investment Firm
Location:
Albany, New York
Industry:
Investment Management
Work history:
A National Investment Firm - Albany, New YorkFinancial Advisorsince Jan 1995Empire State College Adjunct Instructorsince Sep 2006
Skills:
Financial Planning, Investments, Higher Education, Teaching, Portfolio Management, Valuation
Full Profile

Sean O'higgins Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Sales Representative

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince Mar 2010American Portfolios Registered RepresentativeApr 2006 - Mar 2010
Full Profile

Stanley Simkins Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Partner • Director • Managing Partner • Financial Director • Vice President of Operations • Chief Executive • Operations Manager • Financial Officer • Financial Manager • Vice President • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Speaker • Moderator • Spokesperson • Representative • Advisor • Television Host • Commercial Announcer • Presenter • Software Engineer • Software Developers

Experience & Education

Position:
Owner at Management Advisory Group, Stan Simkins is President of Management Advisory Group at a...
Location:
Albany, New York Area
Industry:
Management Consulting
Work history:
Management Advisory Group Ownersince Feb 1991A regional management consulting corporation Stan Simkins is President of Management Advisory Groupsince Jan 1991
Skills:
Management Consulting, Strategic Planning, Coaching, Business Strategy, Change Management,...
..over four decades as a management and financial advisor to hundreds of businesses includ..
Full Profile

J Woodard Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Payroll Administrator • Financial Compliance Examiner • Auditor • Payroll Supervisor • Compensations and Benefits • Underwriter • Leader • Managers • Team Leader • Compliance Manager • Operations Manager

Experience & Education

Title:
Financial Advisor at The New York Life
Location:
Albany, New York Area
Industry:
Financial Services
Full Profile

Sandy L Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Manager • Shop Manager • Operations Manager • Director of Operations • Vice President • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Business Administrator • Sports Trainers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Assistant Vice President/Store Manager at TD
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
TD - Clifton Park, NYAssistant Vice President/Store Managersince May 2006Bank of America - Upstate New YorkDistrict Operations Manager2000 - 2006
Full Profile

Mark Bello Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Retail Professional • Retail Salesperson • Founder • Chief Executive • Founding Member • Student Worker • Managers

Experience & Education

Position:
Rep - Retail Sales at Verizon Wireless
Location:
Albany, New York Area
Industry:
Internet
Work history:
Verizon Wireless Rep - Retail Salessince Dec 2009Halliday Financial Group Financial AdvisorOct 2008 - Feb 2010
Full Profile

Matt Antolowitz Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Education Professional • Instructor

Experience & Education

Location:
Albany, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Financial ConsultantFeb 2008 - Jun 2009Bjorklund Fund, Siena College Financial AnalystSep 2007 - Dec 2007
Skills:
applications, assembly language, balance, bloomberg, budgeting, computer skills, customer...
Full Profile

Tia Palmiotto Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Maitre D • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Title:
Financial Counselor at St. Peter's Hospital
Location:
Albany, New York Area
Industry:
Performing Arts
Work history:
St. Peter's Hospital Financial CounselorSep 2011 - Aug 2012Sfoglia Maitre DMar 2011 - Aug 2011
Full Profile

Emilio Lapietra Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Information Technology Specialist • IT Specialist • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Albany, New York Area
Industry:
Capital Markets
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Dec 2010Atec Group Account ExecutiveJul 2009 - Sep 2010
Full Profile

Stephen Peer Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Vice President • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Consultant at ING Financial Partners
Title:
Investment Consultant ING Financial Partners
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
ING Financial Partners Investment Consultantsince 2010Charles Schwab Vice President/Financial Consultant1999 - 2009
Full Profile


Financial Consultants near Albany, NY0612182430SchenectadyTroyNewtonvilleWatervlietSlingerlandsGuilderlandWaterfordEast GreenbushNassauWest Sand Lake