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Financial Consultants in Florida

Financial Consultants in Boca Raton, FL

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250 results found

Guy Regalado Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor - Financial Planning Specialist at Morgan Stanley Wealth Management
Location:
Boca Raton, Florida
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Boca Raton, FloridaFinancial Advisor - Financial Planning Specialistsince May 2010
Skills:
Investments, Estate Planning, Retirement Planning, Business Planning, Portfolio Management, Life...
Full Profile

Caitlyn Marcus Boca Raton, FL

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Loan Originator at WCS Lending
Title:
Senior Mortgage Banker
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
WCS Lending - Boca RatonSenior Loan Originatorsince Aug 2012UBS Financial AdvisorApr 2012 - Oct 2012
Full Profile

David Pekala Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Insurance Agent at Genworth Life Insurance Company
Title:
Life Insurance * Health Insurance * Medicare Supplement Insurance * Long-Term Care Insurance * Index Annuities
Location:
Boca Raton, Florida
Industry:
Insurance
Work history:
Genworth Life Insurance Company Insurance Agentsince Jan 2007Morgan Stanley Dean Witter Financial AdvisorSep 2000 - Dec 2003
Skills:
Fixed Annuities, Long Term Care Insurance, Long-term Care, Life Insurance, Medicare Supplement...
Full Profile

Jason Marrone Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Information Technology Specialist • Data Analyst • IT Specialist • Data Entry Specialist • Data Scientist • Corporate Executive • Chief Executive • Management Team Executive • Operations Manager • Bachelor of Science • Master of Science • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Finance Manager at LexisNexis
Location:
Boca Raton, Florida
Industry:
Information Technology and Services
Work history:
LexisNexis - Boca Raton, FLFinance Managersince Sep 2012Ryder System, Inc. Financial Consultant, Asset ManagementMar 2011 - Sep 2012
Full Profile

Nona Wilgus Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Partner • Executive Team Leader • Chief Executive Officer • Chief Operating Officer • Chief Knowledge Officer • Financial Director • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Marketing Manager • HR Manager • Production Manager • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Chief Accountant • Account Manager • Customer Service • Client Service Officer • Advocate • Jurist • Legal Counsel • Advisor • Business Administrator • Training Manager • Managers • Human Resources Specialist • Recruitment • Bachelor of Science • Master of Business Administration • Master of Science

Experience & Education

Position:
VP - Financial Consultant at Charles Schwab
Title:
VP- Financial Consultant at Charles Schwab & Co.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Charles Schwab VP - Financial Consultantsince Dec 2011Morgan Stanley Smith Barney - Boca Raton, FLFinancial AdvisorFeb 2010 - Dec 2011
Skills:
Financial Planners, Lines Of Credit, Start-ups, Leadership Development, Sales, Banking, Series 7,...
Full Profile

Lydia Poole Boca Raton, FL

Professions & Specialties

Teller • Financial Consultant • Mortgage Loan Officer • Vault Teller • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Bank Teller • Banker • Branch Manager • Field Marketing Specialist • Marketing Administrator • Representative • Teller Supervisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Relationship Manager • Client Service Officer • Account Service Manager • Operations Manager • Director of Operations • Assistant Branch Manager • Marketing Manager • Business Unit Manager • Business Administration Specialist • Customer Service • Supervisors

Experience & Education

Position:
Branch Manager at SunTrust Bank
Title:
Branch Manager SunTrust Bank
Location:
Boca Raton, Florida
Industry:
Banking
Work history:
SunTrust Bank - Boca RatonBranch Managersince Nov 2004Regions Bank - Hot Springs ARTeller SupervisorJul 2003 - Oct 2004
including a Financial Advisor
Full Profile

Don Klement Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Co-Founder • Owner • Chief Executive • Founder • Founding Member • Sports Trainer • Sports Trainers • Security • Entrepreneur • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
National Marketing Director & Co Founder at Baby Boomer Association of America, Financial...
Title:
Financial Advisor at DAK INSURANCE AGENCY
Location:
Boca Raton, Florida
Industry:
Professional Training & Coaching
Work history:
Baby Boomer Association of America - United StatesNational Marketing Director & Co Foundersince Dec 2012DAK INSURANCE AGENCY - Boca Ration, FLFinancial Advisorsince Mar 2008
Full Profile

Philip Studer Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Team Leader • Chief Executive • Operations Manager • Client Manager • Relationship Manager • Client Service Officer • Account Service Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Customer Service

Experience & Education

Position:
Senior Vice President Global Commercial Banking/Business Banking at Bank of America Merrill Lynch
Title:
Senior Vice President, Business Banking Bank of America Merrill Lynch
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Bank of America Merrill Lynch - Boca Raton, FLSenior Vice President Global Commercial Banking/Business Bankingsince May 2007Fifth Third Bank, N.A. Vice President and Team Lead, Public Funds/Treasury ManagementJan 2005 - Mar 2007
Certifications:
Certified Treasury Professional, Association for Financial Professionals
Full Profile

Anthony Cottone Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner™ Professional at Retirement Planning Institute
Title:
Certified Financial Planner™ Professional
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Retirement Planning Institute - Boca Raton, FLCertified Financial Planner™ Professionalsince Mar 2001AXA Advisors - Boca Raton, FLFinancial AdvisorDec 2008 - Mar 2010
Skills:
Investments, Fixed Annuities, Retirement, Term Life Insurance, Personal Financial Planning,...
Languages:
English, Spanish, Czech, Romanian
Certifications:
Certified Financial Planner™, Certified Financial Planner Board of Standards Inc.
Full Profile

Matthew Shafer Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Hair Stylist • Hairdresser • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Senior Vice President - Financial Advisor at Morgan Stanley
Title:
Senior Vice President - Financial Advisor - The Shafer Barber Winkler Group at Morgan Stanley
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Morgan Stanley - 595 S. Federal Hwy., Suite 400, Boca Raton, FL 33432Senior Vice President - Financial Advisorsince Apr 2009UBS - Boca Raton, FLVice President - Private Wealth AdvisorAug 1997 - Apr 2009
Certifications:
Certified Investment Management Consultant, Investment Management Consultants Association
Full Profile

Sonny Crouse Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Army Ranger Veteran & Financial Advisor at Merrill Lynch
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Merrill Lynch - Boca Raton FLFinancial Advisorsince Aug 2012Forex Global Solutions Inc - Boca Raton, FLArthur L Crouse IVJan 2007 - Jan 2011
Certifications:
Series 7
Series 66
Full Profile

Audrey Snell Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Advisor • Analysts • Senior Vice President • Partner • Vice President • Chief Executive • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Arts • School Administrator • Educational Manager

Experience & Education

Work

Company:
Morgan stanley
Financial advisor for businesses
Company:
Merrill lynch - Boca Raton, FL
Financial advisor for businesses, professionals and high net worth individuals and families
Full Profile

Marisa Breton Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Boca Raton, Florida
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management Financial Advisorsince Oct 2012J.P. Morgan Investment ProfessionalMay 2010 - Oct 2012
Full Profile

William Smith Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Vice President • Manager • Chief Executive • Compliance Manager • Marketing Manager • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Business Administrator • Advisor • Psychologist • Doctor of Philosophy • Master of Business Administration • Bachelor of Science • Psychology Specialist

Experience & Education

Work

Company:
Citigroup smith barney
Financial advisor
Company:
Secure trading group - Boca Raton, FL
Full Profile

Ian Humphrey Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Financial Consultant at Humphrey's Tax Advisory Group
Title:
Humphrey's Tax Advisory Group
Location:
Boca Raton, Florida
Industry:
Investment Management
Work history:
Humphrey's Tax Advisory Group Senior Financial Consultantsince 1999
Certifications:
Series 6 and 7. Life and Health Insurance
Full Profile

Jeffrey Pupo Boca Raton, FL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Portfolio Manager - PMP UBS Financial Services at UBS Financial Services
Title:
Portfolio Manager - UBS Financial Services
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
UBS Financial Services - Boca Raton, FLPortfolio Manager - PMP UBS Financial Servicessince May 2002Quick & Reilly - Pam Beach, FLFinancial AdvisorJan 2000 - May 2002
Languages:
English, Spanish
Full Profile

Richard Seligson Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Sales Representative • Sales Agent • Master of Business Administration • Bachelor of Science • Chief Executive • Production Manager

Experience & Education

Work

Company:
Morgan stanley smith barney - Boca Raton, FL
Financial advisor
Company:
Wachovia securities - Boca Raton, FL
Financial advisor
Full Profile

Kristin Foret Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Volunteer • Managers • Advisor • Non-Profit • Master of Science • Customer Service

Experience & Education

Position:
Financial Services at Morgan Stanley Wealth Management, Senior Registered Associate at Morgan...
Title:
Morgan Stanley Wealth Management
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Boca Raton, FLFinancial Servicessince Mar 2010Morgan Stanley Smith Barney Senior Registered Associatesince Mar 2010
Assigned to a Financial Advisor to assist in Client relationship..
Full Profile

Antonio Dicembrino Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Mortgage Specialist • Marketing Director • Manager • Chief Executive • Operations Manager • Office Assistant • Office Clerk • Clerical Specialist • Founder • Founding Member • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor / Technology Marketing Director at Seeman Holtz, Office Manager at AGD Financial...
Title:
Financial Advisor / Technology Marketing Director at Seeman Holtz
Location:
United States
Industry:
Insurance
Work history:
Seeman Holtz - Boca Raton FLFinancial Advisor / Technology Marketing Directorsince Sep 2010AGD Financial / First United Services Office Managersince Mar 2007
Full Profile

Karvet Samuels Boca Raton, FL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Chief Executive • Chief Executive Officer • Vice President • Corporate Executive • Customer Service • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Marketing Administrator • Property Manager • Real Estate Manager

Experience & Education

Position:
Citigold Private Client Relationship Manager at Citi
Title:
Citigold Private Client Relationship Manager
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Citi - Boca Raton, FloridaCitigold Private Client Relationship Managersince Sep 2011Wells Fargo - Boca Raton, FloridaRegional Private banker / Assistant Vice presidentNov 2009 - Sep 2011
Certifications:
Credit Analysis Training Program, New York University
Omega Credit Training Program, Wachovia Bank
Leverage and coordinate partners,Financial Advisor
Full Profile

Jim Kahn Boca Raton, FL

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Sales Support Analyst • Client Service Officer • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Founder • Chairperson • Operations Manager • Founding Member • Chief Executive • Software Engineer • Computer Software Professional • Software Developers • Master of Science • Analysts • Advisor • Customer Service

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Boca Raton, FLFinancial Advisorsince Mar 2013JPMorgan Chase - Delray Beach, FloridaLicensed BankerNov 2011 - Mar 2013
Full Profile

Bennett Gordon Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Financial Manager • Financial Officer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Boca Raton, FloridaFinancial Advisorsince Nov 2011Oppenheimer & Co. Director2006 - 2011
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Financial Analyst, CFA Charterholder
Full Profile

Rafael Portalatin Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Educator • Education Professional • Instructor • Hospital Care Professional • Health Professional • Health Practitioner • Bookkeeper

Experience & Education

Position:
Director Of Marketing/Community Liaison at Atlantic AllCare Home Healthcare
Title:
Atlantic AllCare Community Liaison/Director of Marketing
Location:
Boca Raton, Florida
Industry:
Hospital & Health Care
Work history:
Atlantic AllCare Home Healthcare - Boca Raton, FLDirector Of Marketing/Community LiaisonRaymond James Financial Inc. - Sarasota, Florida AreaFinancial Advisor/Trust SpecialistAug 2008 - Oct 2012
Full Profile

Richard Mcguire Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Newbridge securities
Senior financial advisor
Company:
Delta equity - Boca Raton, FL
Senior financial advisor / series 24 (management)
Full Profile

Jay Horowitz Boca Raton, FL

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 • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Recruitment • Psychology Specialist

Experience & Education

Position:
Financial Advisor, AVP at Ameriprise Financial Services, Inc.
Title:
CFP(tm), CRPC(sm)
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Boca Raton, FLFinancial Advisor, AVPsince Aug 2011Merrill Lynch AVP, Certified Financial Planner (TM), Chartered Retirement Planning Councelor (SM)Oct 1998 - Aug 2011
Full Profile

Dmitriy Bagmet Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Researcher • Survey Researcher • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Financial Advisor at International Institutional Clients and High Net Worth Individuals
Title:
Financial Advisor
Location:
Boca Raton, Florida
Industry:
Investment Management
Work history:
International Institutional Clients and High Net Worth Individuals Financial Advisorsince 2011Telemetry Investments, L.L.C. Vice President2005 - 2011
Languages:
Russian
Certifications:
Financial Futures and Options, Chicago Mercantile Exchange
Full Profile

Sharon Shear Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Partner • Chief Executive

Experience & Education

Position:
Registered Support Assistant at Ameriprise Financial Services, Inc.
Title:
Registered Support Assistant at Ameriprise Financial Services
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Boca Raton, FLRegistered Support Assistantsince Jul 2011Merrill Lynch - Boca Raton, FLJunior Partner, Financial AdvisorJun 2008 - Jun 2011
Full Profile

Dave Coyman Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Food Preparer • Food Preparation Worker • Psychology Specialist

Experience & Education

Position:
Financial Advisor at SeemanHoltz
Title:
Financial Advisor
Location:
United States
Industry:
Financial Services
Work history:
SeemanHoltz - Boca Raton, FLFinancial Advisorsince Jun 1999Strategic Equity Network Financial Advisor1990 - 2011
Skills:
Disability Insurance, Retirement, Financial Planners, Long Term Care Insurance, Term Life...
Full Profile

Paul Dipietro Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Securities Agent and Financial Advisor at Dawson James Securities
Title:
Securities Agent at Dawson James Securities, Inc. and Financial Advisor at Dawson James Asset Management, Inc.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Dawson James Securities Securities Agent and Financial Advisorsince Jan 2012Investors Capital Securities Agent and Financial AdvisorMar 2007 - Dec 2011
Certifications:
FINRA Series 7 - General Securities Representative, FINRA
FINRA Series 63 - Uniform Securities Agent State Law, FINRA
Full Profile

Penny Glaser Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Graphic Designer

Experience & Education

Title:
Financial Advisor
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Primerica Financial Services - Boca Raton, FloridaInvestment Adviser Representative/Insurance Life & AnnutiesApr 2008 - Jul 2012Many Pennies Inc. Owner/Pres.Aug 2003 - Mar 2008
Languages:
Spanish
Full Profile

Glen Golish Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
President at Golish Financial Group, LLC
Title:
Financial Advisor
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Golish Financial Group, LLC - Boca Raton, FLPresidentsince Nov 1989
Skills:
Disability Insurance, Retirement Planning, Estate Planning, Small Business, Insurance, Key Person...
Full Profile

Donna Berrie Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Accounts Payable • Accounts Payable Specialist • Financial Analyst • Chief Accountant • Bank Examiner • Certified Public Accountant • Finance and Accounting Specialist • Account Manager • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Financial Officer • Manager • Board Member • Director of Quality Control • Financial Manager • Operations Manager • Management Team Executive • Compliance Manager • Supervisor • Advisor • Compliance Officer • Team Member • Managers • Bachelor of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Title:
Accounting/Finance
Location:
Boca Raton, Florida
Industry:
Accounting
Work history:
Simple Solutions Digital Entertainment, Inc - Boca Raton, FloridaFinancial Consultant - Part-timeApr 2005 - Aug 2012Tyco International - Boca Raton, FloridaSr. Financial Analyst - Corporate ConsolidationsMar 2000 - Nov 2004
Certifications:
Certified Public Accountant, New York State
Florida Life Insurance, State of Florida
Full Profile

George Karmaganis Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
First finanical company - Fort Lauderdale, FL
Financial advisor
Company:
Atlantic group - Chicago, IL
Financial advisor
Full Profile

Howard Silfen Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Oppenheimer
Title:
Financial Advisor
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Oppenheimer - Boca Raton FlFinancial Advisorsince Jun 2012East Bay Trading - San Ramon CaPresidentMar 2010 - Aug 2011
Certifications:
securities lic
Full Profile

Magnus Virgin Boca Raton, FL

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Owner • Chief Executive • Financial Manager • Advisor • Guide • Tour Guide • Instructor • Pedagogue • Sports Trainer • Head Coach • Sports Trainers • Sports Game Coach

Experience & Education

Position:
Vice President/Financial Advisor/Portfolio Manager at Morgan Stanley Wealth Management, Head...
Title:
Vice President/Financial Advisor/Portfolio Manager at the Virgin Herzberg Group at Morgan Stanley
Location:
Boca Raton, Florida
Industry:
Sports
Work history:
Morgan Stanley Wealth Management - Boca Raton, FloridaVice President/Financial Advisor/Portfolio Managersince Jan 2013CSMMA - Coral Springs, FloridaHead Instructor/Head Coach/Ownersince Jan 2004
Languages:
Swedish, Norweigan, Danish
Certifications:
Chartered Retirement Planning Counselor (CRPC), College for Financial Planning
Chartered Retirement Plans Specialist (CRPS), College for Financial Planning
Full Profile

George Ashkar Boca Raton, FL

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
President, CCO at FORTRESS CAPITAL, www.FCFutures.com
Title:
Financial Advisor, P, CCO
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
FORTRESS CAPITAL, www.FCFutures.com - Boca Raton, FLPresident, CCOsince Oct 2009Confident Services Trader, Financial Advisor.Jan 1987 - Oct 2009
Full Profile

Lanny Marks Boca Raton, FL

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Sr, Financial Consultant at Newbridge Securities, Certified Financial Planner at Marks &...
Title:
Insurance Agent & CFP at Lanny K. Marks & Associates, Inc.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Newbridge Securities Sr, Financial Consultantsince Nov 2003Marks & Associates Certified Financial Plannersince Feb 1986
Full Profile

Patricia Selin Boca Raton, FL

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 • Vice President • Financial Manager • Chief Executive

Experience & Education

Position:
Certified Financial Planner, CIMA, First VP-Investments at Morgan Stanley Smith Barney
Title:
CFP, CIMA, Financial Advisor
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Certified Financial Planner, CIMA, First VP-Investmentssince Aug 2010Wells Fargo Advisors First Vice President - InvestmentsNov 1997 - Jul 2010
Full Profile

David Raphan Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services
Title:
Financial Advisor at UBS Financial Services Inc.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
UBS Financial Services Financial Advisorsince May 2008
Full Profile

Gabriel Techera Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction • Advisor • Chief Executive Officer • Corporate Executive • Chief Executive • Sports Trainer • Head Coach • Sports Trainers • Sports Game Coach • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Title:
New construction
Location:
Boca Raton, Florida
Industry:
Real Estate
Work history:
Cosmos F.C. Panama - Republic of PanamaGeneral Manager/Head CoachJan 2000 - Nov 2011Thales Securities, S.A., Rep. of Panama Offshore Financial Consultant/AdvisorFeb 2002 - Jun 2004
Languages:
Spanish
Full Profile

Reecy Aresty Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Owner • Chief Executive • Author

Experience & Education

Position:
President at Payless For College, Inc., Owner at RA Financial Services
Title:
President of RA Financial Services
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Payless For College, Inc. - Boca Raton, FLPresidentsince Jan 1979RA Financial Services - Boca Raton, FLOwnersince Jun 1977
ve been a financial advisor since 1977
Full Profile

Eric Donner Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers

Experience & Education

Position:
Managing Partner at Platinum-Peak Advisors
Title:
Financial Advisor at Platinum-Peak Advisors
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Platinum-Peak Advisors - Boca Raton, FLManaging Partnersince Jan 2011The Exclusive Marketing Solution Marketing CoachJan 2009 - Jun 2011
Full Profile

John Sermania Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Advisor • Air Transportation Worker

Experience & Education

Position:
Regional Director at TS Capital, LLC
Title:
at TS Capital, LLC
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
TS Capital, LLC Regional Directorsince Oct 2009Sovereign Bank Financial ConsultantJan 2009 - Nov 2009
Skills:
Series 7, Investments
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Jeffrey Feldman Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jan 2013Ameriprise Financial Field Operations Team Leader2001 - Feb 2011
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Sean Mcmanus Boca Raton, FL

Professions & Specialties

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

Experience & Education

Position:
Sr V.P. Sales and Marketing at Patriot Settlement Resources
Title:
Factoring Finance
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Patriot Settlement Resources - Boca Raton FloridaSr V.P. Sales and Marketingsince 2006GNM Capital - Delray Beach FLPresident1998 - 2002
I was a licenced financial advisor from 1995 to 2002
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Jon Alin Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • IT Specialist

Experience & Education

Position:
Senior Financial Advisor at Summit Brokerage Services
Title:
at Summit Brokerage Services
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Summit Brokerage Services Senior Financial Advisorsince Jul 2010Raymond James Financial Services Financial AdvisorOct 2002 - Jul 2010
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Richard Blumenfeld Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pianist • Music Artist • Musicians • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Business Administration • Student Worker • Chief Executive

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch, Halperin & Associates
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Merrill Lynch - Boca Raton, FLFinancial Advisorsince Nov 2012Blumenfeld Music - Washington D.C. Metro AreaPianistJan 2009 - Oct 2012
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Glen Morris Boca Raton, FL

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Portfolio Manager at Summit Brokerage Services, Inc.
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Summit Brokerage Services, Inc. - 595 South Federal Highway, Suite 240, Boca Raton, FL 33432Portfolio Managersince Feb 2003Wachovia Securities Financial Network Financial AdvisorJun 2002 - Feb 2003
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Ken Kuscher Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Food service • Chairperson • Chief Executive • Business Administrator • Operations Manager • Master of Business Administration • Bachelor of Science • Bachelor of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Postsecondary Teacher

Experience & Education

Position:
Financial Advisor at ING financial Partners, President at Brunswick Food Service Educators
Title:
Financial Advisor
Location:
United States
Industry:
Education Management
Work history:
ING financial Partners - 301 Yamato Road Boca Raton Florida 33431Financial Advisorsince Nov 2008Brunswick Food Service Educators Presidentsince Jan 2008
Languages:
Spanish
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Chad Raudenbush Boca Raton, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Professional at Self-employed
Title:
Financial Professional
Location:
Boca Raton, Florida
Industry:
Financial Services
Work history:
Self-employed - Boca Raton, FLFinancial Professionalsince Oct 2011ING Financial Partners - West Palm Beach, Florida AreaFinancial AdvisorDec 2007 - Oct 2011
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