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Financial Consultants in Basking Ridge, NJ

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26 results found

Paige Singer Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdministrative AssociateAdministrative ClerkClerical SpecialistManagersNon-ProfitMarketing ManagerChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerStudent WorkerPersonnel ManagerPersonnel SpecialistRecruitment

Experience & Education

Position:
AVP, Central Supervision Principal at Merrill Lynch
Title:
Central Supervision Principal at Merrill Lynch
Location:
Basking Ridge, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Hopewell, New JerseyAVP, Central Supervision Principalsince Aug 2011Bank of America Merrill Lynch - New York, New YorkAdministrative Assistant IIISep 2009 - Aug 2011
..based on daily review of client and Financial Advisor data

Therese Mcgowan Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystAccount ManagerOperations Manager

Experience & Education

Work

Company:
Dun & bradstreet - Short Hills, NJ
Senior financial analyst - product development
Company:
Dun & bradstreet - Parsippany, NJ
Regional financial consultant - third party sales

Skills

Financial performance review and analytics, Accurate forecasting Budget preparation Financial...

Dilip Chopra Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Manager

Experience & Education

Work

Company:
Axa advisors
Financial consultant
Company:
Comverse inc
Several positions

Grace Davitt Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

United States Patent InventorAppl. No.Assignee

#2004015  Aug 12, 2004

Filed: Feb 11, 2003

Justin Data (Ossining, NY)
Michael Rizzo (Monroe Township, NJ)
Rohit Kataria (Union City, NJ)
Phil Hsu (Ho Ho Kus, NJ)
J. Marsh (Zurich, CH)
Grace Davitt (Basking Ridge, NJ)
Syed Ali (Linden, NJ)
Mark Distaulo (Hoboken, NJ)
Jangliw Passavant (West Orange, NJ)
10/365323
International Classification: G06F017/60U.S. Classification: 705/036000
Patent:
Financial advisor messaging in a networked computer system
Abstract:
The present invention provides systems and methods for financial advisor messages in a networked...

Cori Deluca Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvocateJuristLegal CounselInspectorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerChief Administrative OfficerChief ExecutiveMarketing ManagerPsychology Specialist

Experience & Education

Position:
Account Specialist at REGISTRAR AND TRANSFER
Title:
Account Specialist at Registrar and Transfer Company
Location:
Basking Ridge, New Jersey
Industry:
Financial Services
Work history:
REGISTRAR AND TRANSFER - Cranford, NJAccount Specialistsince Oct 2012STIFEL NICOLAUS - Full service Brokerage and Investment Banking Firm Client Service AssociateMar 2012 - Oct 2012
Skills:
Customer Service, Deposits, Retail Banking, Banking, Credit, Data Entry, Cash Management, Customer...
information and general support to Financial Advisor

Peter Bruno Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Bridgehaven Financial Advisors
Location:
Basking Ridge, New Jersey
Industry:
Financial Services
Work history:
Bridgehaven Financial Advisors - Basking Ridge, NJPresidentsince Oct 2006Smith Barney Second Vice PresidentFeb 1999 - Oct 2006
Financial Advisor

Stephanie Gage Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBudget OfficerFinancial Compliance ExaminerAuditorAnalystAnalysts

Experience & Education

Work

Company:
Ciao bella gelato
Marketing financial analyst
Company:
Wachovia securities - Basking Ridge, NJ
Assistant for financial advisor firm

Skills

Knowledge in all Microsoft Office Suite of Products including Excel, Internet Explorer, Outlook,...

Suzan Saidi Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Work

Company:
J.p. morgan private bank
Investment associate
Company:
Merrill lynch & company - Short Hills, NJ
Financial advisor

Skills

Financial Analysis, Financial Reporting, Hedge Fund Analytics, CFA Level II Candidate

Jonathan Green Basking Ridge, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerManagers

Experience & Education

Work

Company:
Capital search consultants, llc
Executive financial consultant
Company:
Avaya, inc - Basking Ridge, NJ
Director, financial planning & analysis, global operations

Dennis Dinsmore Basking Ridge, NJ

Professions & Specialties

Loan OfficerLoan OfficersFinancial Services Sales Agent

Experience & Education

Work

Company:
Ameritas investment corp
Company:
Colonial mortgage corp
Loan officer

Mark Pawlyszyn Basking Ridge, NJ

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveOperations ManagerNotary PublicNotaryLawyerBusiness AdministratorSales Representative

Experience & Education

Work

Company:
First state bank
Vice president, business development
Company:
Wachovia - Whitehouse, NJ
Licensed financial specialist, officer

Skills

Series 7 Brokerage License, Series 63 Brokerage License, Life Insurance License, and Health...

Robert Vogt Basking Ridge, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerChief Executive OfficerOperations ManagerCorporate ExecutiveChief ExecutiveBusiness AdministratorBachelor of Arts

Experience & Education

Work

Company:
Capital asset investments
Investment manager
Company:
Fairchild's retail llc - Roseland, NJ
General manager

Eve Ding Basking Ridge, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFund AccountantAuditorAccounting BookkeeperBookkeeperChief AccountantCertified AuditorFinancial Compliance ExaminerAccount ManagerMaster of Science

Experience & Education

Work

Company:
State street - international fund services
Senior fund accountant
Company:
Eisner llp - New York, NY
Senior auditor

Arlen Klinger Basking Ridge, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalMathematics ProfessorSubstitute TeacherMathematical Science TeacherEducatorEducation ProfessionalInstructorMathematician

Experience & Education

Work

Company:
Barringer high school
Mathematics teacher
Company:
Parsippany troy hills school district, nj
Substitute teacher

Joseph Amato Basking Ridge, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsSoftware TesterComputer SpecialistTeam MemberBachelor of ScienceProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
United health group
Business/system analyst
Company:
Insys group inc - Basking Ridge, NJ
Quality assurance analyst

Glad Perez New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorVice PresidentChief ExecutiveMarketing ManagerMarketing AdministratorSenior Online LeaderSEO SpecialistInternet Marketing ManagerWeb MarketerChief AccountantAccount ManagerLeadership Think TankClergyTraining ManagerManagersAnalystsExecutive Team LeaderChief Executive OfficerChief Operating OfficerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorOperations ManagerCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersAdvertising Sales AgentBachelor of Business AdministrationProperty ManagerReal Estate Manager

Experience & Education

Position:
LPL Financial Advisor at Insight Financial Services, LLC
Title:
LPL Financial Advisor at Insight Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Insight Financial Services, LLC - Basking Ridge, NJLPL Financial Advisorsince Oct 2008Affinity Federal Credit Union - Basking Ridge, NJVice President - Marketing & E-CommerceJan 2005 - Oct 2008
Skills:
Wealth Management, Investment Strategies, Investments, Strategic Financial Planning, Retirement...

Mary Schnitker New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegional Business ManagerRegion ManagerArea ManagerManagersManagerTeam LeaderVice PresidentProject ManagersChief ExecutiveProject ManagerSubject Matter ExpertAnalystAnalystsSkilled ProfessionalSales Engineering SpecialistSales EngineerInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistAdvertising ProfessionalAdvertising Sales Agent

Experience & Education

Position:
Regional Business Manager at Verizon Enterprise Solutions Group
Location:
Greater New York City Area
Industry:
Telecommunications
Work history:
Verizon Enterprise Solutions Group - East RegionRegional Business Managersince Jan 2012Verizon Enterprise Solutions Group - Basking Ridge, NJSenior Financial ConsultantMay 2011 - Jan 2012
Skills:
Managed Services, Financial Forecasting, Salesforce.com, Sales Operations, Sales & Marketing...

Robert Liebman New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupport ManagerManagersAdvertising ProfessionalMarketing ProfessionalAdvertising Sales AgentShop ManagerSales ManagerAssistant ManagerNon-ProfitBrand PlannerBrand RepresentativePublic Information OfficerMarketing ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEducation ProfessionalInstructorAccount Service ManagerSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeHuman Resources SpecialistRecruitmentMaster of ScienceBachelor of ScienceHospital Care ProfessionalHealth ProfessionalHealth PractitionerNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorIT Manager

Experience & Education

Position:
Marketing Support Manager at AT&T
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
AT&T Marketing Support Managersince Apr 2013Barnes & Noble College - Basking Ridge, NJSenior Corporate Marketing Specialist2012 - 2013
Skills:
Microsoft Office, Adobe Acrobat, Back Office, Intranet, Vignette, Marketing Communications, Word,...
Client and financial advisor email campaigns

Sanjiv Parikh New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerSecuritySenior AdvisorAdvisorChief Information OfficerFinancial OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersAnalystAssistant ManagerAnalystsManagersFinancial AnalystAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAdmiralGeneral CounselFiduciaryOf CounselJuristLegal CounselTrust Law AttorneyLawyerModelMaster of ScienceMaster of Business AdministrationBachelor of ScienceInformation Technology SpecialistIT SpecialistProperty ManagerReal Estate Manager

Experience & Education

Position:
Director - IT Finance & Reporting at Verizon
Location:
Greater New York City Area
Industry:
Security and Investigations
Work history:
Verizon - Basking Ridge, NJDirector - IT Finance & Reportingsince May 2013DCT Systems Group - Charlotte, North Carolina AreaPrincipal Consultant - Global IT FinanceNov 2012 - Apr 2013
Languages:
Hindi, Gujarati, English
Served as a strategic financial advisor to General Counsel and Chief Inf..

William Pretory New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveAgentSales AgentSales RepresentativeOperations Manager

Experience & Education

Position:
Assistant Vice President-Investment Advisor at Affinity Investment Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Affinity Investment Services - Basking Ridge, NJAssistant Vice President-Investment Advisorsince Apr 2010Franklin Templeton Investments Vice President, Wholesaler-Trust ServicesOct 2004 - Oct 2009
Skills:
Wealth Management, Financial Planning, Retirement Plans, Retirement Planning, Investment...
Financial Consultant at Edward Jones

Donald Goding Glen Allen, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales and Service SpecialistSupplierSales RepresentativeSales AgentServices ProfessionalManagerOperations ManagerBiotechnology ProfessionalBiologistBiological ScientistGeneral InternistFamily PractitionerOncologistGeneral PractitionerMedical Practice ProfessionalMedical PractitionerPhysicianAccounting BookkeeperBookkeeper

Experience & Education

Position:
Neuroscience Account Sales Specialist at Ipsen
Title:
Neuroscience Account Sales Specialist at Ipsen Biopharmaceuticals
Location:
Glen Allen, Virginia
Industry:
Biotechnology
Work history:
Ipsen - Basking Ridge, NJNeuroscience Account Sales Specialistsince Jun 2011Genentech Medical Sales RepresentativeJan 2005 - Jan 2011
Financial Advisor at AMERIPRISE FINANCIAL SERVICES

Alexander Lamb New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDistrict ManagerDeputy ManagerChief ExecutiveRegion ManagerRetail ProfessionalRetail SalespersonArea ManagerManagersSales ManagerRetail Sales ManagerWireless ProfessionalNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSoftware EngineerSoftware Developers

Experience & Education

Position:
Associate Director - HQ Retail Sales Operations at Verizon Wireless
Location:
Greater New York City Area
Industry:
Wireless
Work history:
Verizon Wireless - Basking Ridge, NJAssociate Director - HQ Retail Sales Operationssince Oct 2011Verizon Wireless - Greater Philadelphia AreaDistrict Manager - Retail SalesJul 2009 - Oct 2011
Skills:
Wireless, Customer Retention, Leadership, Telecommunications, Direct Sales, Project Management,...
Financial Consultant at Comtech Capital

Jim Grimshaw Murray Hill, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerLeaderManagersOperations ManagerManagerFinancial OfficerMaster of Business AdministrationBachelor of Science

Experience & Education

Work

Company:
Limelight networks, inc
Business manager - sales operations
Company:
Ps partner solutions - sr. consultant, mergers & acquisitions - Murray Hill, NJ
Sr financial consultant

Catherine Nicholson New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdministrative AssociateAdvisorAdministrative ClerkClerical SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonOrganization ManagementOffice ClerkAgentSales AgentSales RepresentativeOperations ManagerChief ExecutivePreschool TeachersSystems Support SpecialistSupport Specialists

Experience & Education

Position:
Consultant at Diamond Consultants
Title:
Consultant, Diamond Consultants, Nationally Recognized Financial Services Search and Consulting Firm
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Diamond Consultants Consultantsince Mar 2007PRUDENTIAL NEW JERSEY PROPERTIES Administrative Assistant2004 - 2007
Financial Advisor Magazine

John Koch Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperInformation Technology SpecialistIT SpecialistStudent WorkerChief Executive

Experience & Education

Position:
Remittance Processor at PPL Corporation
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PPL Corporation Remittance Processorsince Jun 2013Merrill Lynch - Bala Cynwyd, PAFinancial AnalystJun 2012 - Aug 2012
Languages:
English, German
..of investments and presented it to a financial advisor

Gina Frederiks Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOwnerOperations ManagerChief ExecutiveProperty ManagerReal Estate Manager

Experience & Education

Position:
Business Manager at Frederiks Machine & Tool Co., Inc.
Title:
Business Manager
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Frederiks Machine & Tool Co., Inc. Business Managersince Oct 2009Gina Frederiks, Financial Advisor - New Hope, PennsylvaniaOwnerAug 1987 - Oct 2009


Financial Consultants near Basking Ridge, NJ020406080100MorristownEdisonFlorham ParkBridgewaterNew BrunswickShort HillsPiscatawayWarrenSummitWestfield



Financial Consultants around Basking Ridge, NJ

Bedminster  (17)
Bridgewater  (60)
Cedar Knolls  (1)
Chester  (4)
Dover  (9)
East Hanover  (11)
Edison  (88)
Fanwood  (1)
Far Hills  (2)
Florham Park  (68)
Garwood  (2)
Gillette  (2)
Madison  (10)
Manville  (1)
Martinsville  (2)
Mendham  (5)
Metuchen  (9)
Middlesex  (1)
Millington  (1)
Morristown  (98)
Mountainside  (5)
New Brunswick  (53)
Peapack  (2)
Piscataway  (30)
Plainfield  (15)
Raritan  (7)
Scotch Plains  (10)
Short Hills  (49)
Springfield  (9)
Stirling  (3)
Succasunna  (5)
Summit  (23)
Warren  (24)
Westfield  (22)
Whippany  (4)

Financial Consultants in New Jersey

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Financial Consultant  (26)