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Financial Consultants in Bensalem, PA

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13 results found

Amber Davis Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMedical AssistantHealthcare SupportChief Administrative OfficerSales ManagerChief ExecutiveHigh School DiplomaSales Executive

Experience & Education

Work

Company:
Einstein medical center montgomery - East Norriton, PA
Financial counselor
Company:
Montgomery hospital medical center - Norristown, PA
Registrar

Cory Shapiro Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerPsychologistManagersAnalystsPsychology Specialist

Experience & Education

Work

Company:
Ferrandino & son
Account manager
Company:
Malvern institute
Financial advisor

Daniel Procacci Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCredit AnalystLoan AccountantMaster of Business AdministrationOperations Manager

Experience & Education

Work

Company:
Everbank commercial finance
Credit analyst ii
Company:
The franklin institute - Philadelphia, PA
Student financial consultant

Skills

Covenant Compliance, Financial Analysis, Ratio Analysis, etc.

Jayantilal Patel Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAuditorTax PreparerTax Accountant

Experience & Education

Work

Company:
Super 8 hotel
Night auditor
Company:
Howard johnson inn. hotel - Harrisburg, PA

Skills

Expert in Accounts/Audit/Front Desk-Hotel

Anjali Naik Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberSales Account AssociateSales ExecutiveManagerOperations ManagerDirector of OperationsSales Manager

Experience & Education

Work

Company:
Art space lima - Lima, OH
Accountant/ financial consultant/ business associate
Company:
East gate mote
Sales associate/operations manager

Michael Jenkins Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounter ManagerSales Representative

Experience & Education

Work

Company:
New york life insurance
Financial advisor
Company:
Reen's delicatessen - Philadelphia, PA
Night time counter manager overseeing

Syed Rizvi Bensalem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArea ManagerManagersTeam LeaderOperations ManagerBusiness AdministratorManagerChief ExecutiveMaster of ScienceBachelor of Science

Experience & Education

Work

Company:
United solutions group
Area manager
Company:
Santander bank - Philadelphia, PA
Team leader

Skills

Skills Highly developed skills through Graduate course lectures & Assignments EHR...

Paul Romanowicz Bensalem, PA

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSoftware TesterComputer SpecialistAuditorTeam LeaderOperations ManagerConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Work

Company:
Cenlar fsb
Default quality assurance auditor
Company:
Sykes enterprises - Newtown, PA
Team leader, health care and consumer goods

Skills

excel, Proactive Problem Solving, team-oriented, Coaching and Development, communication,...

Frank Hajzer Bensalem, PA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorCounselorAdvisorSales ExecutiveSales Manager

Experience & Education

Work

Company:
Pnc bank - Cherry Hill, NJ
Financial specialist ii
Company:
Merrill lynch/edge advisory center - Hopewell, NJ
Financial solutions advisor/mentor

Skills

Over 12 years of experience in customer service Excellent interpersonal and...

Pamela Lahoda Bensalem, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBrokerage ClerkAccount RepresentativeClient Service OfficerRepresentativeCounselorAdvisorCustomer ServiceCoordinatorBusiness AdministratorManagersChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Vantage point bank vantage point bank financial
Bank representative / lending specialist
Company:
United capital lenders, llc - Southampton, PA
Sr. mortgage consultant

Skills

Team Management, Over target sales performance,Client acquisition, Proficiency with CRM systems,...

Sahil Saif New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentManagerVice PresidentChief ExecutiveOperations ManagerMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorMarket Research AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccounting BookkeeperBookkeeperTeam MemberRegional Sales ConsultantSales RepresentativeNetwork Administrator

Experience & Education

Position:
Assistant Vice President/Branch Manager at Santander Bank USA
Title:
Assistant Vice President - Santander Bank USA
Location:
Greater New York City Area
Industry:
Banking
Work history:
Santander Bank USA - Bensalem PAAssistant Vice President/Branch Managersince Nov 2011PNC Financial Services Group Financial ConsultantDec 2004 - Nov 2011

Jeffrey Edwards Conshohocken, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorProgrammerComputer ProgrammerCobol DeveloperSoftware DeveloperSoftware DevelopersInformation Systems AnalystIT AnalystSystems AdministratorComputer Systems AdministratorServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Position:
Financial Advisor at Primerica
Title:
Financial Analyst
Location:
United States
Industry:
Financial Services
Work history:
Primerica - Conshohocken, PAFinancial Advisorsince Aug 2012BNY Mellon - Wilmington, DEConsultantFeb 2011 - Nov 2011
Languages:
German

Mark Esposito New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorSecurityAdvisorStaff SergeantAssistant Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
AVP Financial Solutions Advisor at Merrill Edge, SSgt. Security Forces at United States Air Force...
Title:
Merill Edge AVP Financial Solutions Advisor
Location:
New York, New York
Industry:
Financial Services
Work history:
Merrill Edge - Merill Lynch, New York, NYAVP Financial Solutions Advisorsince Apr 2011United States Air Force National Guard - National Guard: Willow Grove PASSgt. Security Forcessince Mar 2005
Skills:
Small Business, Team Building, Process Improvement, military leadership, Strategic Planning,...
Certifications:
Series 7
Series 66
Financial Advisor at Ameriprise Financial Services


Financial Consultants near Bensalem, PA07881,5762,3643,1523,940PhiladelphiaTrentonCherry HillMount LaurelCamdenLanghorneFort WashingtonSouthamptonBurlingtonWarminster



Financial Consultants around Bensalem, PA

Beverly  (4)
Burlington  (10)
Camden  (27)
Cheltenham  (1)
Cherry Hill  (48)
Florence  (1)
Furlong  (2)
Hatboro  (6)
Jamison  (4)
Langhorne  (22)
Levittown  (3)
Maple Shade  (1)
Moorestown  (6)
Mount Holly  (1)
Mount Laurel  (40)
Palmyra  (1)
Philadelphia  (3,937)
Riverside  (6)
Riverton  (5)
Southampton  (10)
Titusville  (6)
Trenton  (89)
Warminster  (8)
Willingboro  (6)
Willow Grove  (7)
Wyncote  (5)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Consultant  (13)
Funder  (2)