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Financial Consultants in Andover, MA

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40 results found

Jonathan Hovnanian Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Allied wealth partners - Parsippany, NJ
Financial advisor
Company:
Merrill lynch - Bridgewater, NJ
Financial advisor

Skills

Managing Corporate & Institutional Accounts,Bloomberg Financial Software,Income...
Full Profile

Debra Cfp Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Account Manager • Services Professional • Sales and Service Specialist

Experience & Education

Work

Company:
Wingate wealth advisors
Client counselor/financial advisor
Company:
Charles schwab & co., inc - Boston, MA
Key account manager
Full Profile

Audrey Desisto Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Management Analyst • Analysts • Corporate Executive • Chief Executive • Database Administration Professional • Database Administrator

Experience & Education

Work

Company:
Emc2 - Boston, MA
Program management consultant
Company:
Merrill lynch - Boston, MA
Financial consultant
Full Profile

Patrick Robbins Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Client Service Officer • Software Engineer • Software Developers • Customer Service

Experience & Education

Work

Company:
Micronetics, inc - Hudson, NH
General manager, hudson nh facility
Company:
Citigroup inc - Manchester, NH
Financial consultant, smith barney

Skills

MS Project, MS Office
Full Profile

Lisa Nicosia Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Counselor • Advisor

Experience & Education

Work

Company:
Pixtronix, inc. a qualcomm company
Manager, finance
Company:
Sentillion, inc. a microsoft company - Andover, MA
Finance manager/financial consultant
Full Profile

Richa Goyal Andover, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Bank of america, n.a
Personal banker
Company:
Brown accounting services llc - Philadelphia, PA
Tax accounting assistant/financial advisor
Full Profile

Leanne Cooper Reading, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Credentialing Coordinator • Work Force Services • Counselor • Membership Advisor • Advisor • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Distribution Specialist at Sentinel Benefits & Financial Group
Location:
Reading, Massachusetts
Industry:
Financial Services
Work history:
Sentinel Benefits & Financial Group - Reading, MADistribution Specialistsince Nov 2012Beacon Health Strategies - Woburn, MAProvider Relations Data/Credentialing specialistFeb 2012 - Nov 2012
*Address shareholder and financial advisor inquiries regarding products
Full Profile

Jonathan Hovnanian Andover, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Securian financial group
Portfolio manager
Company:
Allied wealth partners
Portfolio manager

Skills

Managing Corporate & Institutional Accounts, Word, Excel, Powerpoint, Bloomberg Financial...
Full Profile

Lucy S. Andover, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Counselor • Advisor • Program Director • Operations Manager • Bachelor of Science • Founder • Founding Member • Chief Executive • Software Developers

Experience & Education

Work

Company:
Sumilux technologies
Consultant marketing/product management
Company:
Fairchild semiconductor - San Jose, CA
Product marketing & program manager

Skills

Product Marketing Program Management Data Analytics Business Strategy ...
Full Profile

Scott Brink Andover, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Account Manager • Vice President • Assistant Vice President • Chief Executive • Analyst • Analysts • Financial Manager • Team Member • Customer Service

Experience & Education

Work

Company:
Wellington management company, llp
Account manager, vice president
Company:
Wellington management company, llp
Relationship analyst, assistant vice president
Full Profile

Cory Entner Andover, MA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service • Bachelor of Science • Managers

Experience & Education

Work

Company:
One communications
Senior account executive
Company:
Aurora communications - Andover, MA
Senior account executive/ trainer
Full Profile

Lisa Nicosia Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager • Counselor • Business Manager • Subject Matter Expert • Apprentice • Advisor • Skilled Professional • Accounts Receivable • Student Worker • Chief Executive • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Accounts Payable • Accounts Payable Specialist • Accounting Analyst • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Business Administration • Computer Software Professional • Software Developers • Biotechnology Professional • Biologist • Biological Scientist • Recruitment

Experience & Education

Position:
Finance Manager/Financial Consultant at Sentillion, Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Sentillion, Inc. - Andover, MAFinance Manager/Financial Consultantsince Mar 2011BAE Systems Finance Business ManagerApr 2007 - Sep 2010
Full Profile

Sarah Balboni Fitchburg, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Proofreader • Customer Service • Client Service Officer • Master of Arts • Bachelor of Science • Information Technology Specialist • IT Specialist • Government Administration Professional • Community Service Manager

Experience & Education

Position:
Graduate Assistant at Fitchburg State University
Location:
Fitchburg, Massachusetts
Industry:
Higher Education
Work history:
Fitchburg State University - Fitchburg, MAGraduate Assistantsince Aug 2011Allin Consulting - Wakefield, MAFinancial ConsultantJun 2009 - Jun 2011
Full Profile

Brendan Kelly Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales and Service Specialist • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member

Experience & Education

Position:
Small Business Sales Specialist at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial Small Business Sales Specialistsince Apr 2012Putnam Investments - Andover MARegional Marketing AssociateJul 2010 - Aug 2012
Skills:
Series 6, Series 63, Series 7, Morningstar, Mutual Funds, FINRA
Financial Advisor
Full Profile

Justin Wang Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Computer Software Professional • Software Developers • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Apprentice • Office Clerk • Clerical Specialist • Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Master of Business Administration • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
National Account Manager - Customer Experience Applications at Oracle
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
Oracle - Burlington, MANational Account Manager - Customer Experience Applicationssince Mar 2013Putnam Investments - Andover, MADefined Contribution Financial ConsultantApr 2010 - Mar 2013
Languages:
French (Proficient)
Certifications:
Accredited Asset Management Specialist (AAMS), College of Financial Planning
Full Profile

Jamie O'connell New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Psychology Specialist • Recruitment

Experience & Education

Position:
Account Executive at Soho Staffing
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Soho Staffing Account Executivesince Feb 2013ING Financial Partners Financial AdvisorApr 2012 - Mar 2013
Full Profile

Abigail Harris Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative • Marketing Director • Chief Executive • Marketing Manager • Inbound Marketer • Web Marketer

Experience & Education

Position:
Internal Wholesaler at Putnam Investments
Title:
Internal Wholesaler
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Putnam Investments - Andover, MAInternal Wholesalersince Jun 2011Putnam Investments - Andover MADealer Marketing ServicesJun 2011 - Jan 2012
Skills:
PowerPoint, Excel, Social Media, Writing, Word, Microsoft Office
Financial Advisor Division,Ameriprise
Full Profile

Scott Korn Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Operations Manager • Sales Representative

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch
Title:
Client Service and Investment Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Boston, MAFinancial Solutions Advisorsince Nov 2011Merrill Lynch - Boston, MAFinancial AdvisorAug 2010 - Sep 2011
Skills:
Client Relationship Building, Client Services, Series 7, Series 66, Mutual Funds, 529 Plans, Asset...
Full Profile

Peter Coutracos Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch/Bank of America
Title:
AVP - Financial Solutions Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch/Bank of America Financial Solutions Advisorsince 2012Merrill Lynch - Andover, MAFinancial Advisor2010 - 2011
Languages:
Greek
Full Profile

Scott Palmatier Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Counselor at iCapital LLC.
Title:
Associate Financial Counselor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
ICapital LLC. - Boston, MAAssociate Financial Counselorsince Aug 2011Commonwealth Financial Network - Waltham, MACompliance AdvisorJun 2007 - Mar 2011
Full Profile

Josh Cohen Boston, MA

Professions & Specialties

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

Experience & Education

Location:
Greater Boston Area
Industry:
Financial Services
Work history:
SNAP Infusion - Andover, MAFinance ManagerMar 2011 - Feb 2013Strategic Financial Partners Financial AdvisorMar 2008 - Aug 2010
Full Profile

Cameron Chesley Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Analyst • Master of Science • Regional Vice President • Chairperson • Financial Director • Vice President • Chief Executive • Financial Officer • Financial Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Quality Manager • Managers • Accounting Bookkeeper • Bookkeeper • Operations Manager • Commodities Clerk • Sports Trainers

Experience & Education

Position:
Financial Analyst - Sales Operations at Smith & Nephew
Title:
Boston Consulting Group - Global Services
Location:
Boston, Massachusetts
Industry:
Management Consulting
Work history:
Smith & Nephew - Andover, MAFinancial Analyst - Sales Operationssince Nov 2012Newell Rubbermaid - Charlotte, North Carolina AreaFinancial AnalystDec 2010 - Nov 2012
Skills:
Access, SAP, Finance, Highly personable, Management, Close Attention to Detail, Team Leadership,...
Financial Advisor at Edward Jones
Full Profile

Rob Stone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Recognition • Manager • Business Development Manager • Chairperson • Chief Executive Officer • Vice President • Financial Officer • Financial Manager • Corporate Executive • Leader • Business Administrator • Managers • Cardiologist • Surgical Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Model • Master of Business Administration • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Global Finance Director, Partnerships at PAREXEL International
Location:
Greater Boston Area
Industry:
Pharmaceuticals
Work history:
PAREXEL International - Billerica, MAGlobal Finance Director, Partnershipssince Mar 2013PAREXEL International - Billerica, MARegional Finance Director, Clinical Research ServicesMar 2012 - Mar 2013
Full Profile

Dave Dishaw Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Produce Manager • Partner • Production Manager • Chief Executive • Ultrasonographer • Sonographer • Medical Sonographers • Leader • Managers • Vice President of Sales • Chief Executive Officer • Owner • Financial Officer • Financial Manager • Vice President • Corporate Executive • Hospital Care Professional • Health Professional • Health Practitioner • Planner • Advisor • School Principal • School Administrator • Educational Manager • Account Service Manager • Sales Agent • Consumer Goods Professional • Client Service Officer • Sales Representative • Commodities Clerk • Finisher • Grinding and Polishing Worker • Master of Business Administration • Customer Service

Experience & Education

Position:
Ultrasound Service Product Manager at Philips Healthcare
Title:
Sales Operations, Forecasting, Planning & Finance Expert Driving Profits Thru Productivity
Location:
Greater Boston Area
Industry:
Medical Devices
Work history:
Philips Healthcare Ultrasound Service Product Managersince Feb 2012Philips Healthcare - Andover, MACorporate Leader, Product Cost Innovation - Global Operations & Supply ChainJan 2011 - Jan 2012
Skills:
Sales & Operations Planning, Sales Forecasting, Sales Planning, Account Planning, Sales...
Certifications:
Certified Professional Forecaster, Institute of Business Forecasting & Planning
..Products Consultant at Independent Financial Consultant
Full Profile

Steve Horwitz Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Operations Manager • Sales Representative

Experience & Education

Position:
VP Senior Portfolio Manager Financial Planning Specialist at Westminster Financial Capital Inc.
Title:
Experienced and dedicated advisor to individuals and institutions looking for a disciplined approach.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Westminster Financial Capital Inc. - Andover, MaVP Senior Portfolio Manager Financial Planning Specialistsince Apr 2011Morgan Stanley Smith Barney Financial Planning Specialist providing guidance with succession planningJul 1988 - Apr 2011
Skills:
Wealth Management, Retirement Planning, Investments, Strategic Financial Planning, Wealth, Asset...
Financial Consultant/VP at Morgan Stanley Smith Ba..
Full Profile

Donna Saati Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Non-Profit • Team Member • Law Specialist • Lawyers • Advisor • Analysts • Managers • Document Reviewer • Client Service Officer • Technical Support Specialist • Systems Support Specialist • Support Specialists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Bachelor of Arts • Customer Service

Experience & Education

Position:
Associate Counsel at Bankers Advisory
Location:
Greater Boston Area
Industry:
Law Practice
Work history:
Bankers Advisory Associate Counselsince May 2012The Najjar Employment Law Group, PC - Andover, MAAssociateDec 2011 - Apr 2012
Customer Service Representative/Financial Advisor Division at Putnam Investments
Full Profile

Steve Fiedler Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Vice President • Team Leader • Chief Executive • Marketing Manager • Operations Manager • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Manager • Counselor • Advisor • Investor • Team Member • Master of Business Administration • Account Service Manager • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Vice President, Global Product and Marketing at State Street Global Advisors
Title:
Vice President, Head of Product Marketing, SSgA
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
State Street Global Advisors - BostonVice President, Global Product and Marketingsince Aug 2010Putnam Investments - Greater Boston AreaSenior Vice President, Team Leader, Investment Product ManagementAug 2007 - Aug 2010
Skills:
Institutional Marketing, Product Marketing, Product Management, Hedge Fund Marketing, Product...
Certifications:
Series 24, 7, 63, FINRA
Financial Advisor at John Hancock Life Insurance C..
Full Profile

David Spurr Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Entertainment Professional • Entertainer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Vice President • Chief Executive • Business Administrator • Corporate Executive • Financial Officer • Operations Manager • Master of Science • Bachelor of Science • Information Technology Specialist • IT Specialist • Training and Coaching Professional • Professional Development Teacher • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CSSC Representative at Verizon
Location:
Greater Boston Area
Industry:
Capital Markets
Work history:
Verizon - Andover, MACSSC Representativesince Jan 2013Boston Institute of Finance Vice President, SalesDec 2010 - Jun 2011
Skills:
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63,...
Financial Advisor to clients
Full Profile

Sam Nasrah Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Team Member • Doctor of Medicine • Sales Agent • Sales Representative • Operations Manager • Higher Education Professional • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
RIA External Wholesaler at Punam Investments
Title:
Regional Investment Consultant at Putnam Investments
Location:
Greater Boston Area
Industry:
Wholesale
Work history:
Punam Investments - Greater Boston AreaRIA External Wholesalersince May 2012Putnam Investments - Andover, MAVariable Annuity Investment-Only Wholesaler | Sr. Regional Marketing Associate2005 - May 2012
Financial Advisor at American Express Financial Ad..
Full Profile

Peter Clark Boston, MA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sales Executive • Advertising Professional • Advertising Sales Agent • Sales Manager • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
ISR at By Appointment Only, Inc., Senior Sales Executive at Lead Bullder Inc.
Title:
ISR at By Appointment Only, Inc.
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
By Appointment Only, Inc. - Andover, MAISRsince Nov 2012Lead Bullder Inc. Senior Sales Executivesince 2010
Financial Advisor at Detwiler
Full Profile

Brennan Jones Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Advisor • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Product Information Analyst at Putnam Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Putnam Investments - Andover, MAProduct Information Analystsince Aug 2012Commonwealth Financial Network - Waltham, MANew Accounts AssociateSep 2010 - Aug 2012
Skills:
Series 7, Uniform Combined State Law, Bloomberg, Guitar, Analysis
Worked with and supported a financial advisor with over $150 million of manage..
Full Profile

Blaine Stone Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Controlling Specialist • Controller • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Officer • Financial Manager • Corporate Executive • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelors Degree • Business Administrator • Organization Management • Non-Profit • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Comptroller at American Training, Inc., Owner at Patriot Tax and Bookkeeping, Inc.
Title:
Owner, Patriot Tax and Bookkeeping, Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
American Training, Inc. - Andover,MAComptrollersince Dec 2011Patriot Tax and Bookkeeping, Inc. Ownersince Jun 2005
Skills:
Traders, Restaurants, Salons, Private Equity, Retail, Accounting, Non-profits, Financial Reporting, ...
Languages:
English, German, Spanish
Financial Consultant at The New England Conservato..
Full Profile

Maria Mumby Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Executive Officer • Business Development Manager • Chief Executive • Operations Manager • Corporate Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Master of Business Administration • Bachelor of Business Administration • Business Administrator • Information Technology Specialist • IT Specialist • Senior Customer Service Representative • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/General Manager at BEST Soccer and BEST FC
Title:
BEST Soccer
Location:
Greater Boston Area
Industry:
Sports
Work history:
BEST Soccer and BEST FC - Greater Boston AreaOwner/General Managersince 1999IBM - Cambridge, MaBusiness Development ManagerSep 2001 - Feb 2003
Financial Consultant
Full Profile

Robbie Gonsalves Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Inside Sales Representative • Senior Inside Sales Representative • Sales Representative • Senior Customer Service Representative • Client Service Officer • Information Technology Specialist • IT Specialist • Customer Service • High School Diploma • Advertising Professional • Advertising Sales Agent • Team Member • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers

Experience & Education

Position:
Executive Inside Sales Representative (EISR) at By Appointment Only, Inc.
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
By Appointment Only, Inc. - Andover, MAExecutive Inside Sales Representative (EISR)since Sep 2012By Appointment Only, Inc. Senior Inside Sales Representative (SISR)Jul 2009 - Sep 2012
Financial Advisor at Ameriprise Financial Services
Full Profile

Paul Roche Boston, MA

Professions & Specialties

Supporting Member • Counselor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Strategic Relationship Associate at Putnam Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Putnam Investments - AndoverStrategic Relationship Associatesince Aug 2012Putnam Investments - Andover, MASr Regional Marketing AssociateMar 2006 - Jul 2012
Financial Advisor at New York Life Insurance Compa..
Full Profile

Nick Krates Chicago, IL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Business Administrator • Analysts • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Agent • Sales Representative • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Analyst at Medix Staffing Solutions
Location:
Greater Chicago Area
Industry:
Staffing and Recruiting
Work history:
Medix Staffing Solutions - Lombard, ILFinancial Analystsince Jul 2013Raytheon - Burlington, MAFinancial AnalystMay 2012 - Jul 2013
Assistant Financial Advisor
Full Profile

David Root Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member • Sales Representative

Experience & Education

Position:
Regional VP, Northeast at PageOne Financial
Title:
VP Sales and Marketing
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
PageOne Financial - Greater Boston AreaRegional VP, Northeastsince Jun 2012Direxion Funds - MD, DC, VA, PARegional Vice President- Mutual Fund SalesJan 2011 - Jul 2011
Skills:
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Assistant Financial Advisor,Para-Planner,at Ameriprise Finan..
Full Profile

Guy Ziriak Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Edward Jones - Nashua NHFinancial Advisorsince Nov 2012Morgan Stanley Smith Barney - Manchester NHFinancial AdvisorDec 2011 - Aug 2012
Full Profile

Joann Jeche New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Business Analyst • Analyst • Analysts • Instructor • Pedagogue • Juris Doctor • Chief Accountant • Account Manager

Experience & Education

Position:
Senior Mgr. of Finance and Business Applications at FuelCell Energy
Location:
Greater New York City Area
Industry:
Oil & Energy
Work history:
FuelCell Energy - Danbury, CTSenior Mgr. of Finance and Business Applicationssince Jan 2012Fuel Cell Energy - Danbury, CTManager of Financial Planning and AnalysisDec 2007 - Jan 2012
Full Profile

Dustin Sullivan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Agent • Partner • Chief Executive • Management Team Executive • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Voluntary Benefits Sales Representative at Sun Life Financial
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Sun Life Financial - Wellesley, MAVoluntary Benefits Sales Representativesince Dec 2012Liberty Mutual Insurance - Newton, MASales RepresentativeAug 2009 - Dec 2012
Assisted Financial Advisor in daily operations,forecasting
Full Profile

Financial Consultants near Andover, MA023466992115CambridgeWalthamBurlingtonWoburnLexingtonMethuenPeabodyLynnNorth AndoverDanvers


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Financial Consultants in Massachusetts

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