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Financial Consultants in Pennsylvania

Financial Consultants in Berwyn, PA

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20 results found

Abhay Kakra Berwyn, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Controlling Specialist • Controller • Manager • Director • Restaurant Manager • Financial Director • Board Member • Chairperson • Operations Manager • Sales Manager • Food Service Director • Financial Officer • Financial Manager • Management Team Executive • Chief Executive • Retail Store Manager • Retail Sales Manager • Food Service Workers • Model • Certified Medical Assistant • Student Worker • Medical Assistant • Healthcare Support • Computer Software Professional • Software Developers • Master of Communication Disorders • Food Service Manager • Food Service Supervisor

Experience & Education

Position:
Financial Advisor, Corporate FP&A at TE Connectivity
Title:
Financial Advisor at TE Connectivity
Location:
Berwyn, Pennsylvania
Industry:
Electrical/Electronic Manufacturing
Work history:
TE Connectivity - Berwyn, PAFinancial Advisor, Corporate FP&Asince Jun 2012TE Connectivity Senior Financial Analyst, Corporate FP&AMay 2011 - Jun 2012
Full Profile

Fred Schwartz Berwyn, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor / Consultant at Falco Wealth Management
Title:
Financial Advisor / Consultant
Location:
Berwyn, Pennsylvania
Industry:
Financial Services
Work history:
Falco Wealth Management - Berwyn, PAFinancial Advisor / Consultantsince Jan 2011USA Tax & Insurance Services, Inc. - USAFinancial Consultant2009 - 2011
Full Profile

John Satterfield Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Entertainment Professional • Entertainer • Chief Executive • Operations Manager • Corporate Executive

Experience & Education

Position:
Director-Client Relationships, Vice President-Investment Planning at Stillwater Capital Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stillwater Capital Advisors - Wayne, PaDirector-Client Relationships, Vice President-Investment Planningsince Dec 2011Morgan Stanley Smith Barney - Berwyn, PAChartered Retirement Planning Counselor/CRPC, Financial AdvisorFeb 2006 - Jan 2012
Skills:
Wealth Management, Financial Advisory, Investments, Alternative Investments, Series 7, Asset...
Full Profile

Ed Lambert Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Counselor • Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner, Financial Advisor, RJFS at Birch Run Financial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Birch Run Financial - Berwyn, PAManaging Partner, Financial Advisor, RJFSsince Nov 2012Live Your Vision, LLC Economic AnalystOct 2009 - Nov 2012
Full Profile

Matt Brunner Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wholesaler at Resource Real Estate
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Resource Real Estate Wholesalersince Apr 2012New York Life Insurance Company - Berwyn, PAFinancial AdvisorAug 2010 - May 2012
Full Profile

Matthew Rubin Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at New York Life Insurance Company
Title:
Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Berwyn,PaFinancial Advisorsince Feb 2013Hartford Life Account ExecutiveJan 2004 - Dec 2012
Full Profile

Robert Lasher Philadelphia, PA

Professions & Specialties

Lending Officer • Financial Services Professional • Financial Services Sales Agent • Loan Specialist • Loan Officers • Sports Trainer • Workout Specialist • Sports Trainers • Senior Advisor • Representative • Advisor • Chairperson • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Trainer • Entrepreneur • Guide • Business Administrator • Inspector • Managers • Tour Guide • Financial Director • Financial Officer • Financial Manager • Operations Manager • Registered Medical Assistant • Certified Nurse Aide • Psychology Specialist • Medical Support Assistant • Health Support Worker • Healthcare Support • Nurse • Nurse Practitioner • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President & Chief Consultant at Lasher & Associates
Title:
Credit Risk Management Professional/Career Coach
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Lasher & Associates President & Chief Consultantsince Jan 2001Nova Bank - Berwyn, PAVice President/Loan Workout SpecialistNov 2011 - Oct 2012
Skills:
Risk Management, Credit Analysis, Commercial Banking, Financial Analysis, Finance, Small Business...
Languages:
French
Personal Financial Advisor at Ameriprise Financial Advisors
Full Profile

Roy Innella Paoli, PA

Professions & Specialties

Life Coach • Advisor • Sports Trainer • Sports Trainers • Advocate • Jurist • Legal Counsel • Chairperson • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
Financial Coach at The Wealth Advocate Investment Group, Financial Coach - Investment Advisor Rep...
Title:
Financial Life Coach - Helping People Make Informed Decisions About Their Money and also protect it from ID Theft
Location:
Paoli, Pennsylvania
Industry:
Financial Services
Work history:
The Wealth Advocate Investment Group - Paoli, PAFinancial Coachsince Dec 2005Redhawk Wealth Advisors - Berwyn, PAFinancial Coach - Investment Advisor Repsince Sep 2011
Skills:
Wealth Management, Retirement Planning, Financial Advisory, Investor coaching, Cash Flow, id theft...
Certifications:
Certified Identity Theft Protection Risk Management Specialist, Institute for Consumer Financial Education
Financial Advisor Network,FAN,
Full Profile

Stephen Kovach Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Board Member • Chairperson • Managing Partner • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Partner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Non-Profit • Investor • Organization Management • Advertising Professional • Advertising Sales Agent • Research Specialist • Research Scientist

Experience & Education

Position:
Co-anchor at The Steve and Steve Show, Board of Directors - Chairman at The Boston Graduate School...
Title:
CEO - IBD Financial Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Steve and Steve Show - Greater Philadelphia AreaCo-anchorsince May 2013The Boston Graduate School of Business - Greater Boston AreaBoard of Directors - Chairmansince Mar 2013
Skills:
Market Research, Wealth Management, Competitive Analysis, Business Strategy, Strategy Development,...
Languages:
Chinese, French, Latin
Senior Financial Consultant at Charles Schwab
Full Profile

David Pucci Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Construction • Independent Contractor • Contractor • Independent Business Owners • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Coach • Head Coach • Sports Game Coach • Remodeler • Maintenance and Repair Worker • High School Diploma • Property Manager • Real Estate Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
President & CEO at Valerio Painting & Remodeling, Inc.
Title:
President & CEO - Valerio Painting & Remodeling, Inc.
Location:
Greater Philadelphia Area
Industry:
Construction
Work history:
Valerio Painting & Remodeling, Inc. - Berwyn, PAPresident & CEOsince Jan 2011David G. Pucci - Berwyn, PennsylvaniaIndependent ContractorFeb 2006 - Dec 2010
Skills:
Social Networking, Carpentry, Painting, Renovation, Drywall, Basements, Residential Homes, Faux,...
Financial Advisor at Waddell & Reed
Full Profile

Jessica Jones Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Social Media Manager • SEO Specialist • Web Marketer • Counselor • Advisor • Owner • Marketing Manager • Chief Executive • Blogger • Authoress • Author • Advertising Professional • Marketing Professional • Advertising Sales Agent • Managers • Chief Administrative Officer • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Bachelor of Science • Childcare Workers

Experience & Education

Position:
Owner - Social Media Consultant at Jessica Jones, Social Media Manager at GoGirl Finance
Title:
Social Media Manager at Go Girl Finance / Freelance Social Media Consultant
Location:
Greater Philadelphia Area
Industry:
Online Media
Work history:
Jessica Jones Owner - Social Media Consultantsince Jan 2013GoGirl Finance Social Media Managersince Dec 2012
Financial Advisor Internship at UBS Financial Serv..
Full Profile

Kelton Collopy Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Trust Law Attorney • Lawyers • Mathematician

Experience & Education

Position:
VP, TPA Services at Tycor Benefit Administrators, Inc.
Location:
Philadelphia, Pennsylvania
Industry:
Financial Services
Work history:
Tycor Benefit Administrators, Inc. - Berwyn, PAVP, TPA Servicessince Jun 2013Professional Capital Services - Philadelphia. PAChief Operating OfficerApr 2012 - May 2013
Financial Advisor and RIA Practice Management Grou..
Full Profile

Rob Hastings Philadelphia, PA

Professions & Specialties

Chief Executive Officer • Development Director • Corporate Executive • Chief Executive • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director, Business Development at Navistar Partners, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Navistar Partners, LLC - Bryn Mawr, PAManaging Director, Business Developmentsince Jul 2012The NephCure Foundation - Berwyn, PADirector of DevelopmentAug 2011 - Jan 2012
Certifications:
Certified Trust and Financial Advisor (CTFA), American Bankers Association
Pennsylvania Life Accident & Health Insurance License, Commonwealth of Pennsylvania
Full Profile

Wendy Foster Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Chief Communications Officer • Chief Executive • Marketing Manager

Experience & Education

Position:
Business Development & Relationship Management (part-time), The Tower Bridge Group at Morgan...
Title:
Business Development & Relationship Management, The Tower Bridge Group at Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Conshohocken, PABusiness Development & Relationship Management (part-time), The Tower Bridge GroupFirst Niagara & LPL Financial - Spring House, PAPersonal Financial Associate2012 - 2013
Financial Advisor at Morgan Stanley Wealth Managem..
Full Profile

Stasia Fitzgerald Berwyn, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor • Cashier • Sales Manager • Sales Director • Vice President • Chief Executive • Bachelor of Business Administration

Experience & Education

Work

Company:
The home depot - Malvern, PA
Head cashier
Company:
Metlife insurance - Lansdale, PA
Wealth retirement advisor

Skills

Certified In Pet CPR & Fitst Aid
Full Profile

John Mckeown Berwyn, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personnel Recruiter • Personnel Specialist • Recruitment • Sales Representative • Sales Agent • Bachelor of Arts

Experience & Education

Work

Company:
Harborlight llc
Business development
Company:
Water street recruiting - Philadelphia, PA
Senior regional recruiting manager/business development

Skills

An accomplished, results-oriented sales professional across a broad spectrum of industries with...
Full Profile

Michael Keville Berwyn, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Partner • Area Manager • Managers

Experience & Education

Work

Company:
Herbert j. sims & co., inc
Senior vice-president
Company:
Carnegie oil & gas, llc - Berwyn, PA
Founder/ceo

Skills

Selling services and investment products. Advising about financial needs. Public speaking.
Full Profile

Patrick Caine Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Organization Management • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Client Service Officer • Bachelor of Science • Bachelor of Arts • Food Server • Chief Executive • Operations Manager

Experience & Education

Title:
Intern- Merrill Lynch Wealth Management Division
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Rockland, MassachusettsIntern- Wealth Management DivisionJul 2012 - Aug 2012Coho Partners Summer InternMay 2010 - Aug 2010
Certifications:
Bloomberg Terminal Certification- Equities
Worked closely with international financial advisor
Full Profile

Keith Fischer New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Analyst • Advisor • Analysts • Real Estate Investment Insider • Business Administrator • Human Resources Specialist • Recruitment • Chief Administrative Officer • Chief Executive • Operations Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Specialist • Research Scientist • Student Worker • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
New Business Development at Reis, Inc.
Title:
Commercial Real Estate Information Consultant
Location:
Greater New York City Area
Industry:
Commercial Real Estate
Work history:
Reis, Inc. - New York, New YorkNew Business Developmentsince May 2013Reis, Inc. - New York, New YorkData Inventory AnalystMar 2012 - May 2013
Did basic Administrative work for a Financial Advisor with hundreds of clients
Full Profile

Robyn Yahner Greenville, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Retail Financial Advisor • Financial Adviser • Financial Specialist • Manager • Operations Manager • Sales Representative • Sales Agent • Vice President • Sales Manager • Chief Executive

Experience & Education

Work

Company:
Lakeland chrysler jeep dodge ram, inc
F& i manager
Company:
Gordon's auto sales, inc
F&i manager and sales representative
Full Profile

Financial Consultants near Berwyn, PA07881,5762,3643,1523,940PhiladelphiaWayneConshohockenWest ChesterMediaBlue BellNorristownExtonPlymouth MeetingCollegeville


Financial Consultants around Berwyn, PA

Ardmore  (5)
Blue Bell  (28)
Collegeville  (21)
Concordville  (3)
Conshohocken  (57)
Devon  (6)
Exton  (27)
Folsom  (1)
Gladwyne  (1)
Glen Mills  (11)
Haverford  (8)
Media  (35)
Miquon  (3)
Norristown  (28)
Oaks  (20)
Paoli  (6)
Philadelphia  (3,937)
Phoenixville  (18)
Skippack  (1)
Spring City  (1)
Swarthmore  (1)
Valley Forge  (14)
Wayne  (97)
West Chester  (52)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Associate  (2)
Financial Consultant  (20)