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Financial Consultants in New York

Financial Consultants in Binghamton, NY

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Here is a complete directory of nearly every experienced Financial Consultants in Binghamton, NY.

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28 results found

Scott Hessian Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Executive • Student Worker • Business Consultant • Advisor • Operations Manager • Project Managers • Master of Business Administration • Bachelor of Science • Fisher • Consumer Goods Professional • Commodities Clerk • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Intern Financial Advisor at Edward Jones
Title:
Intern Financial Advisor
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Edward Jones - Greater St. Louis AreaIntern Financial Advisorsince May 2012Target - Vestal, NYExecutive Team LeaderApr 2011 - May 2012
Full Profile

Michael Maloney Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Agent • Model • Security • Analysts • Entertainer • Master of Science • Founding Member • Chief Executive • Operations Manager • Student Worker

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management
Title:
Morgan Stanley, Financial Advisor Associate
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Jun 2013SunMaxx Solar, Inc. - Conklin NYCommercial Sales RepresentativeMay 2012 - Jun 2013
Full Profile

Matthew Feldman Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Treasurer • Chief Communications Officer • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Lesko Financial Services, Treasurer of the Board at Southern Tier Young...
Title:
Financial Advisor
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Lesko Financial Services - Binghamton, New YorkFinancial Advisorsince Jan 2012Southern Tier Young Professionals - Binghamton, New YorkTreasurer of the Boardsince Jan 2013
Skills:
Retirement Planning, Project Management, Budgets, Strategic Financial Planning, Succession...
Full Profile

Jenny Payne Rome, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Certified Financial Planner at Raymond James Financial Services, Inc Member FINRA/SIPC
Title:
Certified Financial Planner at Raymond James Financial Service Inc. Member FINRA/SIPC
Location:
Rome, Pennsylvania
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc Member FINRA/SIPC Certified Financial Plannersince Nov 2004Cheevers, Hand & Angeline, Inc. - Endicott, NYFinancial AdvisorOct 2001 - Nov 2004
Full Profile

Ed Abdallah Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Area Manager • Managers • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at GHS Investment Services
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
GHS Investment Services - Binghamton and Norwich, NYFinancial Advisorsince Jan 2013Principal Financial Group Registered Investment AdvisorNov 2010 - Nov 2011
Full Profile

Glenn Gaydorus Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President / Wealth Management Advisor / CRPC at Merrill Lynch
Title:
Assistant Vice President / Wealth Management Advisor / CRPC
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Merrill Lynch - Binghamton NYAssistant Vice President / Wealth Management Advisor / CRPCsince 2005Morgan Stanley Private Wealth Management - Binghamton, NYFinancial Advisor1999 - 2005
Full Profile

Mark Saroka Binghamton, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 2004
Full Profile

Faith Sigler Vestal, NY

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Management Team Executive • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Member & Officer at New York State Women, Inc., Financial Advisor at Faith Sigler &...
Title:
FINANCIAL ADVISER
Location:
Vestal, New York
Industry:
Financial Services
Work history:
New York State Women, Inc. - Greater Binghamton & Asst. Regional DirectorMember & Officersince 2001Faith Sigler & Associates DEDICATED FINANCIAL SOLUTIONS Financial Advisorsince 2002
Full Profile

Christopher Dirienzo Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Database Administration Professional • Database Administrator • Non-Profit • Recruitment

Experience & Education

Position:
Planned Gifts Officer at WSKG Public Broadcasting, Financial Advisor at Lesko Securities
Title:
Financial Advisor at Lesko Securities
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
WSKG Public Broadcasting Planned Gifts Officersince Feb 2013Lesko Securities Financial Advisorsince Oct 2002
Skills:
Asset Allocation, Equities, Wealth Management, Mutual Funds, Investments, Sales Management,...
Full Profile

Harold Sasnowitz Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Planner • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner, CFP(R) at BCR Wealth Strategies
Title:
Financial Advisor at BCR Wealth Strategies/Professional Asset Strategies, LLC
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
BCR Wealth Strategies - Binghamton NYFinancial Planner, CFP(R)since Jun 2007Lockheed Martin Retired1969 - 2006
Full Profile

Brian Derry Vestal, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Vestal, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 1550 Vestal Parkway East, Suite B Vestal, NY 13850Financial Advisorsince Feb 2009Off Campus College Transport - Vestal, NYMaintenance CoordinatorMay 2008 - May 2009
Full Profile

Stephen Seltzer Binghamton, NY

Professions & Specialties

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

Experience & Education

Position:
Experienced Financial Professional at AXA Advisors
Title:
Financial Consultant at AXA Advisors
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
AXA Advisors - Greater Binghamton, NY areaExperienced Financial Professionalsince Jan 2003Charles Bluestone Company Corporate ControllerAug 1995 - Jun 1998
Full Profile

Hanxu Ren Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Tutor • Bachelor of Science • Master of Science • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Chinese students and scholars association
Secretary-general
Company:
Changxing island industrial zone
Volunteer financial consultant
Full Profile

Joseph Conwell Binghamton, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Lesko Financial Services, Inc.
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Lesko Financial Services, Inc. Financial Advisorsince 1994
Full Profile

Marc Latini Binghamton, NY

Professions & Specialties

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

Experience & Education

Title:
--
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
NBT Financial Services - Norwich, NYFinancial ConsultantJun 2009 - Nov 2012Morgan Stanley - Binghamton, NYFinancial AdvisorNov 2007 - Feb 2009
Full Profile

Peter Kapogiannatos Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Manager • Operations Manager • Student Worker

Experience & Education

Work

Company:
Lesko financial services inc
Financial advisor intern
Company:
Red oak restaurant
Manager
Full Profile

Aric Kelley Binghamton, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Buyer • Consumer Goods Professional • Buyer and Seller • Sales Representative • Commodities Clerk • Planner • Program Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Project Manager • Technical Specialist • Technical Support Specialists • Managers • Project Managers • Head Coach • Sports Game Coach • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist

Experience & Education

Position:
Import Buyer / Planner at Johnson Outdoors
Location:
Binghamton, New York
Industry:
Consumer Goods
Work history:
Johnson Outdoors - Binghamton, NYImport Buyer / Plannersince Jul 2013VMR Electronics, LLC - Binghamton, NYProgram ManagerDec 2011 - May 2013
Skills:
DoD, Program Management, Production Planning, Team Leadership, Team Building, Strategic Planning,...
Certifications:
Principles of Lean Manufacturing: Value Stream Mapping, AM&T
Lean Tools for the Office, AM&T
Financial Consultant at Financial-1-Network
Full Profile

Diane Costello Binghamton, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • SalesForce Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
President at Costello Wealth Management, Member at Broome County Chamber of Commerce
Title:
Costello Wealth Management
Location:
Binghamton, New York
Industry:
Financial Services
Work history:
Costello Wealth Management - Binghamton NYPresidentsince Oct 2011Broome County Chamber of Commerce Membersince Jun 2008
Independent Financial Advisor at LPL Financial
Full Profile

Aric Kelley Binghamton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Director • Operations Manager • Production Planner • Volleyball Coach • Sports Game Coach • Agent • Sales Representative • Bachelor of Science • High School Diploma

Experience & Education

Work

Company:
Vmr electronics, llc
Program manager
Company:
Vmr electronics, llc - Binghamton, NY
Production planner

Skills

Program Managament, Production Planning, Superior Customer Service, Inventory Control, MRP/ERP,...
Full Profile

Al Bergman Binghamton, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director of Operations • Financial Director • Operations Manager • Financial Officer • Financial Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Johnson outdoors inc. - outdoor equipment group
Director of operations
Company:
Director of finance
Full Profile

Brian Prew Binghamton, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Representative

Experience & Education

Office:
Hinman, Howard & Kattell, LLP
80 Exchange Street, Binghamton, NY 13902
Phone:
(607) 231-6774 (Phone)
Specialties:
Wills, Trusts, Estates and Wealth Planning
ISLN:
904316313
Admitted:
1971, New York
Biography:
Brian M. Prew serves as special counsel at Hinman, Howard and Kattell. Mr. Prew is a Chartered...
Prew is a Chartered Financial Consultant (ChFC) and Chartered Life Und..
Full Profile

Ashley Wong New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investor • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Bachelor of Science • Database Administration Professional • Database Administrator • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Position:
Administrator - Investor Services at SAC Capital
Title:
Investor Services Administrator at SAC Capital
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SAC Capital - United StatesAdministrator - Investor Servicessince Jun 2012Municipal Credit Union - Greater New York City AreaIntern - Accounting/FinanceJun 2011 - Aug 2011
Skills:
Microsoft Office, Excel, Word, Access, Salesforce.com, PowerPoint, Outlook, Microsoft Excel
Shadowed a Financial Advisor and gained knowledge in wealth m..
Full Profile

Hansen Yu New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Compliance Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Chief Executive • Master of Science • Data Entry Specialist • Data Scientist

Experience & Education

Position:
AML Compliance Manager at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management AML Compliance Managersince Apr 2013Morgan Stanley Wealth Management AML Compliance ConsultantMay 2012 - Apr 2013
Financial Advisor at Northwestern Mutual
Full Profile

Katie Hale Dayton, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Counselor • Billing Supervisor • Business Consultant • Office Clerk • Clerical Specialist • Advisor • Managers • Hospital Care Professional • Health Professional • Health Practitioner • Accounts Receivable • Psychology Specialist • Accounts Receivables Specialist • Baker • Medical Practice Professional • Surgical Specialist • Medical Practitioner • Operations Manager • Project Managers

Experience & Education

Position:
Billing Supervisor at Springfield Orthopaedic & Sports Medicine Institute, Business Consultant...
Title:
Medical Billing Office Manager; Independent Medical Billing Consultant
Location:
Dayton, Ohio Area
Industry:
Hospital & Health Care
Work history:
Springfield Orthopaedic & Sports Medicine Institute Billing Supervisorsince May 2013K&T Consulting Company - NationwideBusiness Consultantsince Apr 2013
Financial Counselor at Community Mercy Health Part..
Full Profile

Christopher Martino New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Senior Vice President • Corporate Executive • Chief Executive • Vice President • Operations Manager • Bachelor of Science • Business Administrator

Experience & Education

Work

Company:
Ipofn capital management llc
Managing director
Company:
Inter-nation capital management - New York, NY
Senior vice president
Full Profile

David Garber San Diego, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Produce Manager • Production Manager • Customer Service • Operations Manager

Experience & Education

Work

Company:
Td ameritrade institutional - San Diego, CA
Sr. relationship manager ii
Company:
First allied securities - San Diego, CA
Advisory services product manager
Full Profile

Tyler Schapiro New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • Director • Operations Manager • Student Worker • Counselor • Lifeguard • Life Guard • Advisor • Instructor • Pedagogue • Master of Science • Bachelor of Science • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Advisory Intern at Deloitte
Location:
New York, New York
Industry:
Accounting
Work history:
Deloitte Advisory Internsince Jun 2013PepsiCo - Purchase, NYFinancial Reporting and Control InternMay 2012 - Aug 2012
Skills:
PowerPoint, Word, Excel, Social Media, Microsoft Office, Microsoft Excel
Intern & Financial Advisor Assistant at Edward Jones
Full Profile

Mary Okun Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Professor • Lecturer • Postsecondary Teacher • Educator • Education Professional • Instructor • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Work

Company:
Palm beach state college
Adjunct professor of finance
Company:
Morgan stanley - Boca Raton, FL
Financial advisor
Full Profile

Financial Consultants near Binghamton, NY02468VestalEndicottNew MilfordTunkhannockRomeBrooklynCastle CreekNicholsonConklinSusquehanna


Financial Consultants around Binghamton, NY

Brooklyn  (1)
Castle Creek  (1)
Conklin  (1)
Endicott  (5)
New Milford  (3)
Nicholson  (1)
Rome  (1)
Susquehanna  (1)
Tunkhannock  (2)
Vestal  (7)

Financial Consultants in New York

Sub-specializations

Financial Associate  (3)
Financial Consultant  (28)