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Financial Consultants in Massachusetts

Financial Consultants in Boston, MA

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250 results found

Jill Yanofsky Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Inside Sales Representative • Sales Representative • Information Technology Specialist • IT Specialist • Director • Board Member • Operations Manager • Management Team Executive • Talent Acquisition Advisor • Human Resources Specialist • Talent Agent • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Model • Business Consultant • Advisor • Analysts • Database Administration Professional • Database Administrator • Software Developers • Data Entry Specialist • Data Scientist • Executive Team Leader • Chief Executive Officer • Chief Operating Officer • Financial Director • Chairperson • Founding Member • Chief Executive • Marketing Manager • Technology Director • Technology Manager • Technical Managers • Corporate Executive • General and Operations Manager • Director of Operations • Financial Officer • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Master of Science • Advertising Professional • Web Marketer • Advertising Sales Agent

Experience & Education

Position:
Inside Sales Representative at Infochimps
Title:
Inside Sales Leader (4000+ connections)
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Infochimps - Greater Boston AreaInside Sales Representativesince Apr 2013Constellation Research - Greater Boston, MADirector of Lead Generation and SalesJul 2012 - Apr 2013
Skills:
recruiting, Financial Recruiting, Technical Recruiting, Lead Generation, Business Intelligence,...
Certifications:
Inbound Marketing Certification April 2013 – April 2014, HubSpot
Full Profile

Christopher Hanna Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Marketing Manager • Operations Manager • Technical Managers • Project Managers • Internet Marketing Manager • Web Marketer • Recognition • Project Manager • Business Consultant • Advisor • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Engineer • Juris Doctor • Computer Software Professional • Information Technology Specialist • Software Developers • IT Specialist

Experience & Education

Position:
Managing Partner at GearWorksBiz Corporation
Title:
GET AND RETAIN MORE CLIENTS/PATIENTS/CUSTOMERS
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
GearWorksBiz Corporation - United StatesManaging Partnersince Oct 2010Boverman Hanna Group Partner2007 - Apr 2011
Skills:
Project Management, Software Project Management, Marketing Management, Marketing Strategy, Market...
Full Profile

Joanne Higgins Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President of Finance • Financial Director • Operations Manager • Vice President • Chief Executive • Financial Officer • Financial Manager • Counselor • Independent Contractor • Recognition • Advisor • Contractor • Controller • Independent Business Owners • Management Team Executive • Corporate Executive • Project Managers • Philanthrope • Analyst • Business Administrator • Managers • Non-Profit • Analysts • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Information Technology Specialist • IT Specialist • Recruitment

Experience & Education

Position:
Director - Global F&A (Consultant) at Iron Mountain, Executive Financial Consultant at...
Title:
Director - Global F&A at Iron Mountain
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Iron Mountain - BostonDirector - Global F&A (Consultant)since Oct 2012Self-employed - Greater Boston AreaExecutive Financial Consultantsince Nov 2009
Full Profile

John Bain Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Deputy Manager • Advisor • Analysts • Horticulturist • Soil and Plant Scientist • Hospital Care Professional • Wellness and Fitness • Health Professional • Health Practitioner • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Finance Manager, Facilities Department at UMass Lowell
Title:
Finance Manager at UMass Lowell
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
UMass Lowell Finance Manager, Facilities Departmentsince Oct 2009Independent Consulting Practice to research based universities, hospitals and non-profits Financial ConsultantJun 2008 - Oct 2009
Full Profile

Kate Farnham Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction

Experience & Education

Title:
Financial Consultant in Construction
Location:
Greater Boston Area
Industry:
Construction
Full Profile

Amy Lampert Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Educator • Education Professional • Instructor • Advocate • Jurist • Legal Counsel • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Marketing Manager • Operations Manager • Sales Manager • Educational Manager • Tour Guide • Psychology Specialist • Field Marketing Specialist • Marketing Administrator • Recruitment • Sales Representative

Experience & Education

Position:
Financial Advisor at Park Avenue Securities at The Bulfinch Group, Founder and CEO at WomensWorth
Title:
Founder, WomensWorth, Financial Advisor, Park Avenue Securities; Financial Literacy Educator and Advocate
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Park Avenue Securities at The Bulfinch Group - The Bulfinch Group, Needham, MA.Financial Advisorsince Jan 2011WomensWorth Founder and CEOsince 1997
Skills:
Strategic Financial Planning, Securities, Investment Advisory, Investments, Strategic Planning,...
Certifications:
General Securities Principal Series 24, FINRA
Arbitration and chairperson training, FINRA Dispute Resolution, FINRA
Full Profile

Oksana Shoop Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Security • Manager • Recognition • Leader • Business Administrator • Advisor • Managers • Customer Service • Client Service Officer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Hedge Fund Accountant at JPM Financial Services
Title:
Hedge Fund Accountant
Location:
Greater Boston Area
Industry:
Accounting
Work history:
JPM Financial Services - Greater Boston AreaHedge Fund Accountantsince Mar 2013Merrill Lynch - 100 Federal St. BostonFinancial Advisor support and partner.Oct 2009 - Mar 2013
Full Profile

Ryan Murphy Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Senior Advisor • Supporting Member • Advisor • Team Member • Analysts • Student Worker • Government Service Executive • Government Administration Officer • Civil Servant • Advertising Sales Agent • IT Specialist

Experience & Education

Position:
Senior Financial Analyst at The Boston Consulting Group (via Winter Wyman)
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
The Boston Consulting Group (via Winter Wyman) - Greater Boston AreaSenior Financial Analystsince Jul 2013Ernst & Young - Greater Boston AreaFinancial Management Associate IDec 2011 - Mar 2013
Full Profile

Scott Birmingham Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Non-Profit • Operations Manager • Financial Manager

Experience & Education

Title:
Wealth Management Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
TIAA-CREF - BostonWealth Management AdvisorApr 2007 - Oct 2012New York Life Insurance Company/ BARRY FINANCIAL & THE LYONS COMPANY - Waltham, WalpoleFinancial AdvisorJun 2003 - Apr 2007
Skills:
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Long Term...
Full Profile

Joe Boulay Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Insurance based Financial Advisor at Mutual of Omaha
Location:
Greater Boston Area
Industry:
Insurance
Full Profile

Peter Donohoe Boston, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Pension Administrator • Financial Analyst • Compensations and Benefits • School Principal • School Administrator • Educational Manager • Legal Counsel • Bachelor of Arts • Master of Science • Nurse • Nurse Practitioner • Financial Manager

Experience & Education

Position:
Financial Planner at PRW Wealth Management
Title:
Financial Planner helping families achieve financial goals such as retirement, college funding & portfolio management.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
PRW Wealth Management - Quincy, MAFinancial Plannersince Mar 2008U.S. Wealth Management, LLC Financial Advisor2001 - Mar 2008
Skills:
Wealth Management, Series 7, Mutual Funds, Retirement Planning, Estate Planning, Series 63,...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Chartered Retirement Plan Specialist, College for Financial Planning
Full Profile

Drew Bottaro Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
Senior Financial Counselor and Vice President at Weston Financial
Title:
Ultra/ high-net-worth wealth manager| comprehensive financial & estate planning| investment advisory| business attractor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Weston Financial - Wellesley, MASenior Financial Counselor and Vice Presidentsince Oct 2011Wells Fargo Family Wealth Senior Vice PresidentMar 2004 - Apr 2011
Skills:
Financial Planning, Estate Planning, Investment Advisory, Team Management, Wealth Management,...
Full Profile

Chase Brackett Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Drivers • Master of Business Administration • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Operations Specialist at nextGen Telecom Services Group, Inc.
Location:
Greater Boston Area
Industry:
Telecommunications
Work history:
NextGen Telecom Services Group, Inc. Operations Specialistsince 2012Ameriprise Financial Services, Inc. Financial AdvisorAug 2007 - Aug 2009
Full Profile

Bethanne Novak Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Advisor • Office Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Produce Manager • Production Manager • Client Service Officer • Director of Contracts • Chief Executive • Purchasing Managers • Database Administration Professional • Database Administrator • Software Developer • Software Developers • IT Specialist • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Office Manager at Origin Product Development
Location:
Greater Boston Area
Industry:
Design
Work history:
Origin Product Development - Maynard, MAOffice Managersince Dec 2011Forefield Inc. - Marlborough, MAProduct ManagerDec 2010 - Feb 2011
Skills:
Product Management, Salesforce.com, Microsoft Excel, Access, Process Improvement, Project...
..as website builders specific to the financial advisor market
Full Profile

Joe Colell Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Owner • Marketing Manager • Chief Executive

Experience & Education

Position:
Owner at Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm,...
Title:
Registered Principal, Registered Investment Advisor, Branch Manager, Office of Supervisory Jurisdiction at LPL Financial
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm - Needham, MAOwnersince Jul 1998LPL Financial - Needham, MARegistered Principal, Branch Manager -Office of Supervisory Jurisdictionsince Aug 1994
Financial Advisor providing comprehensive wealth
Full Profile

Henry Wheelwright Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Wheelwright • Supporting Member • Recognition • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
VP Investments - Senior Portfolio Manager at UBS Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Wealth Management VP Investments - Senior Portfolio Managersince Sep 2007A.G. Edwards & Sons, Inc. Financial AdvisorJun 2001 - Sep 2007
Skills:
Henry specializes in creating and executing financial planning strategies for affluent families,...
Full Profile

Kevin Esposito Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Camp Counselor • Advisor • Psychologist • Civil Servant • Student Worker • Psychology Specialist

Experience & Education

Work

Company:
New york life and nylife securities
Financial advisor, massachusetts and ct life insurance licensed
Company:
Emmanuel college
Athletic department assistant
Full Profile

Andre Lafreniere Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Marketing Administrator • Marketing Manager • Independent Representative • Commissioner • Mediator • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager

Experience & Education

Position:
Independent Agent at Patriot Energy
Location:
Greater Boston Area
Industry:
Oil & Energy
Work history:
Patriot Energy Independent Agentsince Sep 2009Edward Jones Investments Financial AdvisorFeb 2007 - Sep 2009
Full Profile

Ken Richmond Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Talent Acquisition Advisor • Human Resources Specialist • Recruitment • Talent Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr Talent Acquisition Advisor at TIAA-CREF
Location:
Greater Boston Area
Industry:
Staffing and Recruiting
Work history:
TIAA-CREF - Boston, MASr Talent Acquisition Advisorsince Dec 2012Bank of America - Greater Boston AreaVP/Corporate Recruiter - Merrill Lynch Wealth ManagementMay 2006 - Dec 2012
Recruited for Financial Advisor roles as well as Marketing
Full Profile

Gerry Goldman Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Aug 2007A.G.Edwards & Sons Financial AdvisorAug 1999 - Aug 2007
Full Profile

Carlie Dugan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Managing Partner • Partner • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Managing Partner at Cornerstone Financial Partners LLC, Branch Manager & Financial Advisor,...
Title:
Managing Partner at Cornerstone Financial Partners LLC
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Cornerstone Financial Partners LLC - Beverly. MAManaging Partnersince Jul 2011Cornerstone Financial Partners LLC - Beverly, MABranch Manager & Financial Advisor, Raymond James Financial Servicessince Jul 2011
Certifications:
Financial Industry Regulatory Authority (FINRA), FINRA Registered / Series 7, 63, 65; Series 9/10
Financial Planning Education Program, Kaplan University
Full Profile

Paige Garrison Boston, MA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Director • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP, CLU at Northwestern Mutual Financial Network
Title:
Financial Advisor Northwestern Mutual Financial Network
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor, CFP, CLUsince Jun 20081st Global Capital Corp. Director of Financial ServicesMar 2005 - Mar 2008
Full Profile

Nicolas Souffrant Boston, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Gray consulting
Financial consultant
Company:
New york life insurance / new york securities - Waltham, MA
Financial representative
Full Profile

Terri Nicklas Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at LPL Financial
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
LPL Financial Financial Consultant
Full Profile

John Meakin Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bank of America
Location:
Greater Boston Area
Industry:
Banking
Work history:
Bank of America Financial Advisor
Full Profile

Ben Zimbel Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Property Manager • Real Estate Manager • Chief Executive • Biologist • Biological Scientist • Psychology Specialist

Experience & Education

Position:
Registered Representative at ING Financial Partners
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
ING Financial Partners - Boston MARegistered Representativesince May 2012Santander Investment - Greater Boston AreaInvestment ServicesJul 2010 - Apr 2012
Full Profile

Diarmaid O'donoghue Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Auditor • Tax Preparer • Bookkeeper • Tax Accountant • Counselor • Management Consultant • Volunteer • Advisor • Management Analyst • Analysts • Non-Profit • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Consultant at HeartWare Inc, Financial/Management Consultant Volunteer at Community Economic...
Title:
Finance/Accounting Professional - Multiple Industries
Location:
Greater Boston Area
Industry:
Consumer Services
Work history:
HeartWare Inc - Framingham, MAConsultantsince Dec 2011Community Economic Development Center of Southeastern MA - New BedfordFinancial/Management Consultant Volunteersince 2009
Skills:
Financial Analysis, CRM, General Ledger, Cost Control, SEC filings, Revenue Recognition, Accounts...
Full Profile

Xiaoning Dou Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Software Developers • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Specialist • Project Managers • Property Manager • Real Estate Manager

Experience & Education

Position:
Principal Software Engineer at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments Principal Software Engineersince Dec 2009Fidelity Investments Senior Software EngineerMar 2006 - Dec 2009
Skills:
.NET, Distributed Systems, Web Services, Ant, Spring, Test Driven Development, Agile, Extreme...
..batch systems for Fidelity Investments Financial Advisor Solutions
Full Profile

Rob Rejewski Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Account Distribution Manager at John Hancock Life Insurance Company (U.S.A.)
Title:
Account Distribution Manager, John Hancock Life Insurance
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Life Insurance Company (U.S.A.) Account Distribution Managersince Jul 2008Society of Financial Service Professionals - Boston ChapterPresidentMay 2012 - May 2013
My prior experience as a financial advisor and my current experience provid..
Full Profile

Brian Luce Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Bankers Life and Casualty
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Bankers Life and Casualty Financial Advisor
Full Profile

Meredith Mackenzie Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Office Assistant • Office Clerk • Clerical Specialist • Customer Service • Client Service Officer

Experience & Education

Position:
Application Specialist at MEDITECH
Title:
Applications Specialist at MEDITECH
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
MEDITECH Application Specialistsince Aug 2011Edward Jones On-Call Business Office AssistantJan 2011 - May 2011
..office under the supervision of a financial advisor
Full Profile

Timothy Rioux Boston, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Operations Manager • Office Clerk • Clerical Specialist

Experience & Education

Position:
Sr. Financial Planner at LPL Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
LPL Financial Sr. Financial Plannersince Apr 2007Fidelity Investments Financial ConsultantJun 2005 - Jun 2007
Skills:
Estate Planning, with a high degree of interest in Philanthropic Planning, I also enjoy putting...
Full Profile

Tammy Donohue Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Frank M. Hynes & Associates an office of MetLife, Financial Advisor at...
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Frank M. Hynes & Associates an office of MetLife Financial Advisorsince 2006MetLife Financial Advisorsince 2006
Skills:
Providing resources to individuals who are in transitions, i, e, loss of a loved one, change in...
Full Profile

Jeanne Richards Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at The Pentad Group
Location:
Greater Boston Area
Industry:
Accounting
Work history:
The Pentad Group Financial Consultant
Full Profile

Maxwell Delaney Boston, MA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service • Supporting Member • Team Member

Experience & Education

Position:
Financial Advisor at Revere Securities Corp.
Title:
Financial Advisor at Harvest Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Revere Securities Corp. - Boston, MAFinancial Advisorsince Dec 2011Meyers Associates L.P. - Boston, MASenior Account Executive/TraderDec 2010 - Feb 2012
Skills:
Value Investing, Trading, Economic Forecasting, Equities, Equity Trading, Investment Strategies,...
Full Profile

Michael Ryan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Manager, Project Controlling at Deloitte Consulting
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Deloitte Consulting - Greater Boston AreaManager, Project Controllingsince 2011
Financial controller and lead financial advisor for all aspects of multiple cons..
Full Profile

James Gennari Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Investment Management
Full Profile

Rod Laurenz Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Founding Member • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Advisor • Instructor • Pedagogue

Experience & Education

Position:
President at Laurenz Financial Corp. - A Registered Investment Advisor, Instructor at Boston Center ...
Title:
President, Owner, Financial Advisor - Laurenz Financial Corp, A Registered Investment Advisor
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Laurenz Financial Corp. - A Registered Investment Advisor - 1955 Massachusetts Ave. #9 Cambridge, MA 02140Presidentsince May 2011Boston Center for Adult Education Instructorsince Sep 2009
Full Profile

Paul Belanger Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Project Managers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Senior Advisor • Project Manager • Advisor • Training and Development

Experience & Education

Position:
Owner at Paul H. Belanger, CPA, Principal Consultant at Paul H. Belanger, CPA
Title:
Owner, Paul H. Belanger, CPA
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Paul H. Belanger, CPA Ownersince 1992Paul H. Belanger, CPA Principal Consultantsince 1992
CPA works nationally as a financial advisor to
Full Profile

Jason Anderson Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Owner at Equity By Design Group
Title:
Experienced Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Equity By Design Group Ownersince Apr 2008
Full Profile

B. Tanner Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Editor • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Publicity Writer • Author • PR and Communications Professional • Public Relations Professinal • Chief Executive • Marketing Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jul 2008B. Iris Tanner, Wordsmith Freelance Editor/Writer, Financial Communications SpecialistSep 2007 - Jul 2008
Full Profile

Linda Wentworth Boston, MA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Specialist at Sovereign Bank
Title:
Accomplished Relationship Manager
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Sovereign Bank - Wellesley, MAFinancial Specialistsince Aug 2012Waddell & Reed - Waltham, MAFinancial AdvisorSep 2010 - Aug 2012
Full Profile

Jack Turgel Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at John Hancock
Location:
Greater Boston Area
Industry:
Insurance
Full Profile

Maureen Igoe Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors - Arlington, MAFinancial Advisorsince Sep 1996Blue Cross Blue Shield of Massachusetts Financial AnalystSep 1986 - Aug 1996
Certifications:
CTLC, CLTC Board of Standards, Inc.
Full Profile

Lisa Tocci Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Controller • Organization Management • Non-Profit

Experience & Education

Position:
Director of Operations at Ovations for the Cure, Financial Consultant / Corporate Controller at...
Location:
Greater Boston Area
Industry:
Non-Profit Organization Management
Work history:
Ovations for the Cure Director of Operationssince Dec 2007Park Lodge Hotel Group Financial Consultant / Corporate Controllersince Oct 1998
Full Profile

Rachel Rabinovich Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor with the practice of Roger J Cummings, CFP at Ameriprise Financial...
Title:
Associate Financial Advisor with the Practice of Roger J Cummings, CFP
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 865 Providence Highway, Dedham, MA 02026Associate Financial Advisor with the practice of Roger J Cummings, CFPsince Jan 2013Ameriprise Financial Paraplanner with the practice of Roger J Cummings, CFPMar 2005 - Jan 2013
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Kevin Roszkowski Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics Professor • Mathematical Science Teacher

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Greater Boston AreaFinancial Advisorsince Mar 2011Pine Crest School - Fort Lauderdale, FLMath TeacherAug 2004 - Jun 2008
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Jim Bricker Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Software Developers

Experience & Education

Position:
Financial Advisor, Park Avenue Securities, at Bulfinch Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bulfinch Group Financial Advisor, Park Avenue Securities,since 2003Thinmail, Inc. CEO2002 - 2003
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Larry Eppolito Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director-Investment Officer at Wells Fargo Advisors, LLC
Title:
CERTIFIED FINANCIAL PLANNER™; Managing Director - Investment Officer; Wells Fargo Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Managing Director-Investment Officersince Aug 1988Merrill Lynch & Co. Financial AdvisorApr 1984 - Aug 1988
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Ellen Mccurdy Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Bachelor of Science • Client Service Officer • Customer Service • Student Worker • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Financial Representative at Fidelity Investments
Title:
Financial Representative
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Fidelity Investments Financial Representativesince Apr 2012AXA Financial AdvisorAug 2011 - Apr 2012
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