Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in New York

Financial Consultants in Armonk, NY

Find a professional & check records

Here is a complete list of nearly every professional Financial Consultants in Armonk, NY.

The Trustoria Professional Directory gives people all the professional records needed to locate the most qualified professional for every need.

Be sure to see other cities around Armonk, NY to locate the records of more people.

14 results found

Michael Bonamarte Armonk, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Consultant at Independent
Title:
Financial Consultant
Location:
Armonk, New York
Industry:
Insurance
Work history:
Independent - CT, FL, NJ, NY, and MAFinancial Consultantsince Jan 2007
Full Profile

Robert Dolan Armonk, NY

Professions & Specialties

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

Experience & Education

Position:
FINANCIAL ADVISOR at CETERA FINANCIAL SPECIALISTS, CPA at BURRUANO DOLAN LLP
Title:
CPA/FINANCIAL ADVISOR
Location:
Armonk, New York
Industry:
Financial Services
Work history:
CETERA FINANCIAL SPECIALISTS - ARMONK, NYFINANCIAL ADVISORsince Jul 1995BURRUANO DOLAN LLP - ARMONK, NYCPAsince Jun 1985
Full Profile

Laura Johnson Armonk, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Metropolitan life insurance company
Senior financial consultant
Company:
Emcor eurocurrency management corporation - Irvington, NY
Financial analysis and accounting associate
Full Profile

Vincenzo Palmerino Armonk, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • HRIS Manager • Information Technology Specialist • IT Manager • IT Specialist • Bachelors Degree • Recruitment • Student Worker • Operations Manager

Experience & Education

Position:
Treasury Analyst at IBM
Title:
Treasury Analyst at IBM Corporate Headquarters
Location:
Armonk, New York
Industry:
Financial Services
Work history:
IBM Treasury Analystsince Jun 2013IBM - Armonk, NYFinancial Pre-Professional Co-Op, Risk ManagementJun 2012 - Aug 2012
Skills:
Financial Analysis, Insurance, Risk Management, Strategic Financial Planning, Bloomberg, Microsoft...
Assisted a Financial Advisor with clientele management and as..
Full Profile

Michael Herz Armonk, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Chief Executive Officer • Vice President • Director • Corporate Executive • Chief Executive • Operations Manager • Master of Business Administration

Experience & Education

Work

Company:
Mt. vernon neighborhood health center
Cfo
Company:
Jcc of mid-westchester - Scarsdale, NY
Cfo
Full Profile

William Shaheen Armonk, NY

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Student Worker

Experience & Education

Work

Company:
Barclays wealth
Trade support analyst
Company:
Roosevelt & cross - New York, NY
Credit risk analyst intern
Full Profile

Joseph Madio New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Advisors, Financial Advisor at Cornerstone Wealth...
Title:
Financial Advisor at Cornerstone Wealth Management A Private Wealth Advisory Practice of Ameriprise Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Financial Advisorsince Jan 2008Cornerstone Wealth Management a A private wealth practice of Ameriprise Financial - 200 Business Park Drive Suite 308 Armonk, NY 10504Financial Advisorsince Jan 2006
Full Profile

Anthony Greier New York, NY

Professions & Specialties

Financial Consultant • Equity Trader • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Wealth Management at Citi Personal Wealth Mgt.
Title:
Senior Financial Advisor - First Vice President At Citi Personal Wealth Mgt.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Citi Personal Wealth Mgt. - Armonk, NYFirst Vice President - Wealth Managementsince Sep 2002Andover Brokerage, LLC Equity TraderJan 2000 - Aug 2002
Skills:
Fixed Income, Securities, Wealth Management, Asset Allocation, Asset Managment, Separately Managed...
Full Profile

Kate Willever New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Runner • Peer Counselor • Analysts • Courier • Partner • Vice President • Chief Executive • Master of Business Administration • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Disk-Jockey • Entertainer

Experience & Education

Position:
Managing Consultant, Financial Services at IBM Global Business Services
Title:
Managing Consultant, Financial Markets and Wealth Management at IBM
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
IBM Global Business Services - New York, NYManaging Consultant, Financial Servicessince Jun 2012IBM Global Business Services Senior Consultant, Financial ServicesSep 2009 - Jun 2012
Languages:
Spanish
Financial Advisor Assistant at Merrill Lynch
Full Profile

Dan Lynes Shallotte, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Operations Manager • Organization Management • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Executive at IBM
Title:
SBI Rotary President
Location:
Shallotte, North Carolina
Industry:
Nonprofit Organization Management
Work history:
IBM - Armonk, NYExecutivesince Feb 2006South Brunswick Islands Rotary - Sunset Beach, NCSBI Club President Elect & Former Foundation Chair2007 - 2012
Skills:
Financial Planning, Strategic Planning, Investment Strategies, Business Strategy, Executive...
Languages:
German
Financial Advisor at Retired for the 3rd Time
Full Profile

Rajesh Sethi Santa Clara, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager • Counselor • Advisor • Project Managers • Project Manager • Supporting Member • Analyst • Team Member • Analysts • Master of Business Administration • Bachelor of Science • Mathematics • Mathematician • School Administrator • Educational Manager

Experience & Education

Work

Company:
Various assignments
Investment manager / consultant
Company:
Marvell semiconductor - Santa Clara, CA
Director of financial planning & investment analysis

Skills

Corporate Finance Professional: M&A, FP&A - Financial Planning and Analysis, Corporate...
Full Profile

Gerry Sullivan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Manager • Corporate Executive • Chief Executive • Operations Manager • Sales Manager • Sales Director • Finance and Accounting Specialist • Logistician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at Armonk Capital
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Armonk Capital - Armonk NYCEOsince Jul 1997Prudential Financial Sr. VP1995 - 1997
Financial Advisor Macon
Full Profile

Marc Neuburger Fishkill, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Benefits Specialist • Compensations and Benefits • Client Service Officer • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Customer Service

Experience & Education

Work

Company:
Paychex- paychex insurance agency - Fishkill, NY
Agency sales representative
Company:
Michaels & associates - Armonk, NY
Benefits specialist
Full Profile

Justin Sebastian New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Operations • Vice President • Chief Administrative Officer • Owner • Operations Manager • Chief Executive • Sports Trainer • Sports Trainers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Retail Professional • Retail Salesperson • Model • Managers • IT Specialist • Health Professional • Health Practitioner

Experience & Education

Title:
Director of Operations at Portables Unlimited
Location:
Greater New York City Area
Industry:
Telecommunications
Work history:
Portables Unlimited - Nanuet, NYDirector of OperationsFeb 2009 - Apr 2013Portables Unlimited - Nanuet, NYVice President of Retail OperationsApr 2009 - Apr 2010
Assistant Financial Consultant and Management Trainee at Sal..
Full Profile

Financial Consultants near Armonk, NY04488132176220StamfordWhite PlainsGreenwichYonkersPurchaseNew RochelleNew CanaanScarsdaleMount VernonMamaroneck


Financial Consultants around Armonk, NY

Bedford  (2)
Chappaqua  (7)
Congers  (1)
Cos Cob  (3)
Croton Falls  (1)
Elmsford  (8)
Greenwich  (70)
Harrison  (7)
Hartsdale  (7)
Hawthorne  (2)
Katonah  (4)
Larchmont  (4)
Mamaroneck  (12)
Mohegan Lake  (1)
Mount Kisco  (9)
Mount Vernon  (12)
New Canaan  (19)
New Rochelle  (26)
Piermont  (2)
Purchase  (38)
Riverside  (2)
Rye  (10)
Scarsdale  (14)
Stamford  (220)
Thornwood  (1)
Valhalla  (7)
White Plains  (77)
Yonkers  (43)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (14)