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Financial Consultants in Vermont

Financial Consultants in Burlington, VT

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205 results found

Danielle Livellara Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Counselor • Security • Advisor • Senator • Legislator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Trainer • Non-Profit • Managers • Contractor • Independent Business Owners • Marketing Manager • Operations Manager • Psychology Specialist • Internet Marketing Manager • Web Marketer • Professional Development Teacher

Experience & Education

Position:
Money and Business Coach at Livellara International, Eco Pioneer at Livellara International,...
Title:
Money and Business Coach at Livellara International
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Livellara International Money and Business Coachsince Apr 2010Livellara International Eco Pioneersince Feb 2012
Skills:
Organization, Public Speaking, Blogging, Wellness, Fundraising, Marketing, Event Planning, Social...
Languages:
French, Italian
She is a former Financial Advisor with Smith Barney,now Morgan Sta..
Full Profile

Amy Lothrop Burlington, VT

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resource Manager • Recruitment • Supporting Member • Business Banking Officer • Team Member • Customer Service • Client Service Officer • Operations Manager • Assistant Manager • Supervisor • Shift Manager • Managers • Advisor • Non-Profit • Team Leader • Captain • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Human Resource Manager at The Bon Ton Stores Inc.
Location:
Burlington, Vermont Area
Industry:
Retail
Work history:
The Bon Ton Stores Inc. - South Burlington, VT 05403Human Resource Managersince Feb 2013Citizens Bank - Shelburne, VTBusiness BankerJul 2012 - Feb 2013
Skills:
Employee Relations, Human Resources, Recruiting, Performance Management, Coaching, Customer...
Languages:
Spanish
Full Profile

Corrie Parker Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Supplier • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Restaurant Server • Food Server • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Customer Service

Experience & Education

Position:
Financial Advisor at Merchants Trust Company
Location:
Burlington, Vermont Area
Industry:
Banking
Work history:
Merchants Trust Company - South Burlington, VtFinancial Advisorsince Sep 2011Merchants Trust Company Trust Support AdministratorOct 2010 - Sep 2011
Skills:
Accounts Payable
Full Profile

Jason Romero Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor & Enrollment Specialist at Romero Agency, Financial Advisor & Enrollment...
Title:
Financial Advisor at Romero Agency
Location:
Burlington, Vermont Area
Industry:
Insurance
Work history:
Romero Agency Financial Advisor & Enrollment Specialistsince Jan 2009
Full Profile

George Simone Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President / Senior Financial Advisor at George S. Simone, CRPC®, CFM
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
George S. Simone, CRPC®, CFM Vice President / Senior Financial Advisorsince Aug 1990
Skills:
George S, Simone, CRPC, CFM assists high net worth families and individuals that are in need of a...
Full Profile

Corina Belle-isle Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Marketing Manager • Operations Manager • High School Diploma • Property Manager • Real Estate Manager • Personal Care Aide

Experience & Education

Position:
MBI GROUP: Financial Advisor at Merrill Lynch Global Wealth Management
Title:
Financial Advisor, Merrill Lynch.
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth Management - Burlington, VermontMBI GROUP: Financial Advisorsince Sep 2012Belle-Isle Fine Art Events - GlobalOwnerDec 2010 - Sep 2012
Skills:
Public Speaking, Marketing Strategy, Holistic Financial Planning, Non-profit Board Development,...
Full Profile

Sean Scout Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Team Member • Logistician • Advertising Sales Agent

Experience & Education

Position:
Recruiting Financial Advisor|Advanced Networker at Independent, Investment and Insurance Advisor at .
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Independent Recruiting Financial Advisor|Advanced Networker. Investment and Insurance Advisorsince Jun 2009
Skills:
My specialties include:, Finding Talent, Helping Individuals Reach Goals They Otherwise Thought...
Full Profile

Sean Keefe Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Coordinator • Managers • Non-Profit

Experience & Education

Position:
Financial Rep at Baystate Financial Services
Title:
.
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Baystate Financial Services Financial Repsince 2010Mutual of Omaha Financial Advisor2008 - 2010
Skills:
Investments, New Business Development, Disability Insurance, Securities, Retirement Planning,...
Full Profile

Max Rooney Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Advisor with Northwestern Mutual
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince May 2007University of Vermont Residential AdvisorAug 2006 - May 2008
Skills:
Investments, Retirement Planning, Strategic Financial Planning, Trusting Relationships, Long-term...
Certifications:
Series 6, Series 63, and Series 65 (Registered Representative and Investment Advisor Representative), FINRA
Full Profile

Hannah Boucher Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Speaker • Spokesperson • Representative • Designers • Advertising Professional • Advertising Sales Agent • Nurse • Nurse Practitioner • Sports Trainers • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Russell, Blanchard & DuBois, a financial advisory Practice of Ameriprise...
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Russell, Blanchard & DuBois, a financial advisory Practice of Ameriprise Financial Services, Inc. Financial Advisorsince Mar 2010EpikOne Sr. Manager, Training & EventsMar 2008 - 2008
Skills:
I love educating and empowering women through long-term financial planning and asset management...
Full Profile

Heidi Brosseau Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematics • Mathematician • Engineering Specialist • Recruitment

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Financial Advisor
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Edward Jones - Essex Junction, VermontFinancial Advisorsince Jun 2011Essex, Mt. Mansfield, CVU and U32 Schools - VemontTeacher, Mathematics (Middle & High School)Jan 2009 - May 2011
Full Profile

Wm Walsh Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Platinum Services Practice at Ameriprise Financial Advisors
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Senior Financial Advisor, Platinum Services Practicesince Jul 1999Estate and Financial Strategies Financial AdvisorNov 1994 - Mar 1999
Skills:
Risk Reduction Advice, Small Business Planning, Cash Flow Improvement, and Retirement and Legacy...
Full Profile

Christine Curtis Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at People's United Bank, Financial Advisor at People's Securities, Inc.
Title:
Financial Consultant at People's United Bank
Location:
Burlington, Vermont Area
Industry:
Banking
Work history:
People's United Bank Financial ConsultantPeople's Securities, Inc. Financial Advisorsince 2006
Full Profile

Daniel Boardman Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Advisor • Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Hickok Boardman Retirement Solutions
Title:
Owner, Hickok & Boardman Retirement Solutions
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Hickok Boardman Retirement Solutions Ownersince Jul 1988
..be made to persons in states where the financial advisor is not registered
Full Profile

Scott Ede Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Insurance & Financial Advisor at Mutual of Omaha, Account Manager at Chamber Preferred,...
Title:
Green Mountain Insurance Solutions, Inc
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Mutual of Omaha - St. Albans, VTInsurance & Financial Advisorsince Feb 1999Chamber Preferred - ColchesterAccount Managersince Nov 2012
Skills:
Fixed Annuities, Sales, Disability Insurance, Insurance, Health Insurance, Long-term Care
Full Profile

Shaun King Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Advisor • Representative • Philanthrope • Counselor • Non-Profit • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Principal, Director Retirement Plan Services, HBRS, Investment Advisor Representative at Hickok...
Title:
Principal, Director Retirement Plan Services - Hickok & Boardman Retirement Solutions
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Hickok & Boardman Retirement Solutions - Burlington, Vermont AreaPrincipal, Director Retirement Plan Services, HBRS, Investment Advisor Representativesince Jun 2006Pension Works, Inc. Pension Administrator / ConsultantDec 1996 - May 2006
..be made to persons in states where the financial advisor is not registered
Full Profile

Andra Telemacque Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • High School Teacher • Secondary School Teacher • Supporting Member • Advisor • Team Member • Student Worker

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Howard center
Full Profile

Wm. Walsh Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Platinum Services Practice at Ameriprise Financial Advisors
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Senior Financial Advisor, Platinum Services Practicesince Jul 1999Estate and Financial Strategies Financial AdvisorNov 1994 - Mar 1999
Skills:
Risk Reduction Advice, Small Business Planning, Cash Flow Improvement, and Retirement and Legacy...
Full Profile

Douglas Dailey Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Client Service Officer • Customer Service • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Nbt insurance and investment consultants - Burlington, VT
Financial consultant
Company:
Wilber national bank - Oneonta, NY
Registered representative
Full Profile

Staci Whitcomb Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wachovia Securites
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Wachovia Securites Financial Advisor
Full Profile

Stacy Contois Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chief Administrative Officer • Director • Office Administrator • Manager • Corporate Executive • Chief Executive • Operations Manager • Office Assistant • Independent Contractor • Counselor • Coordinator • Food service • Office Clerk • Clerical Specialist • Contractor • Advisor • Managers • Physical Therapist • Nurse Practitioner • Caregiver • Physical Therapists • Nursing Assistant • Customer Service • Client Service Officer • Data Entry Specialist • Data Scientist • Housekeeping Manager • Housekeeping Supervisor • Independent Business Owners

Experience & Education

Position:
Office Assistant at Essex Physical Therapy (Sole Proprietorship), CEO at DESSERT Inc., Beauty...
Title:
CEO at DESSERT Inc.
Location:
Burlington, Vermont Area
Industry:
Cosmetics
Work history:
Essex Physical Therapy - EssexOffice Assistantsince Dec 2011DESSERT Inc. - Essex, VTCEOsince Sep 2008
financial advisor
Full Profile

Larz Barber Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Board of Advisors at Small Dog Electronics, Director at Vermont Businesses for Social...
Title:
Financial Advisor at Merrill Lynch
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Small Dog Electronics Board of Advisorssince May 2006Vermont Businesses for Social Responsibility Directorsince May 2002
Skills:
Investments, Financial Planning, Retirement Planning, Socially Responsible Investing, Wealth...
Full Profile

Robert Mangiacotti Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Merrill Lynch - Burlington, VTFinancial Advisorsince 1991
Full Profile

Brendan Collins Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Manager • Founder • Operations Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Student Worker • Web Marketer

Experience & Education

Position:
Family Advisor at Inside Edge Advisors, Financial Advisor at Collins Wealth Management, Business...
Title:
Financial Advisor at Collins Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Inside Edge Advisors - Rutland, VTFamily Advisorsince Mar 2013Collins Wealth Management - Rutland, VTFinancial Advisorsince Jan 2013
Skills:
Equities, Investments, Retirement Planning, Wealth Management, Series 7, Strategic Financial...
Full Profile

Kyle Wheel Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Burlington, Vermont Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Uday Smith Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at The VT Agency
Location:
Burlington, Vermont Area
Industry:
Insurance
Work history:
The VT Agency Financial Advisor
Full Profile

Eddie Brantner Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Business Administrator • Client Service Officer • Customer Service • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Nbt insurance and investment consultants - Burlington, VT
Financial consultant
Company:
Wilber national bank - Oneonta, NY
Client services representative
Full Profile

Kevin Kennedy Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chief Operating Officer • Chairperson • Owner • Founding Member • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Project Managers • Project Manager • Construction • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder, COO at Talent Sprocket, Founder, President at Fairscape Design, LLC
Title:
Founder, COO Talent Sprocket, LLC
Location:
Burlington, Vermont Area
Industry:
Staffing and Recruiting
Work history:
Talent Sprocket Founder, COOsince Jun 2008Fairscape Design, LLC Founder, Presidentsince Aug 2003
financial advisor & investor
Full Profile

Donald Jenkins Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Team Member

Experience & Education

Position:
Financial Advisor at Fleischer Jacobs Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Fleischer Jacobs Group Financial Advisorsince Feb 2011Morgan Stanley Financial AdvisorAug 2007 - Feb 2011
Skills:
401k, Retirement
Full Profile

Peter Cadieux Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at West Bay Financial Group, Agent at National Life Group
Title:
Advisor at West Bay Financial Group
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
West Bay Financial Group - 53 Court Street, Plattsburgh, NY 12901Financial Advisorsince Jan 2001National Life Group Agentsince 2001
Full Profile

Derek Notman Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Chartered Financial Consultant at New York Life Insurance Company & NYLIFE Securities LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
New York Life Insurance Company & NYLIFE Securities LLC Chartered Financial Consultantsince Feb 2006
Skills:
Retirement planning, estate planning, life insurance planning, college planning, asset management,...
Full Profile

Kevin Angell Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Stage 2 Planning
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Stage 2 Planning Financial Advisorsince Jan 2002
Full Profile

Thomas Clohessy Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Inspector • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Service Operations Expert • Logistician • Operations Manager • Automotive Professional

Experience & Education

Position:
Financial/Insurance Advisor at Mutual of Omaha
Title:
Financial Advisor with mutual of omaha
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Mutual of Omaha Financial/Insurance Advisorsince Jul 2009SGS InspectorSep 2008 - Jul 2009
Full Profile

Bob Mangiacotti Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Burlington, Vermont Area
Industry:
Investment Management
Full Profile

Trudy Andrews Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Fleischer Jacobs Group
Location:
Burlington, Vermont Area
Industry:
Insurance
Full Profile

Gertrude Andrews Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Fleischer Jacobs Group
Location:
Burlington, Vermont Area
Industry:
Insurance
Full Profile

Kirk Shamberger Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Owner at The Shamberger Group, Partner at C.K. Financial Resources
Title:
Partner C.K. Financial Resources
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
The Shamberger Group OwnerC.K. Financial Resources Partnersince 2000
Skills:
Retirement Planning, Small Business, Fixed Annuities, Strategic Financial Planning, Investments,...
Full Profile

Bob Cummiskey Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Field Auditor • Auditor • Database Administration Professional • Database Administrator

Experience & Education

Title:
President, Portfolio Management of Vermont LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial AdvisorMar 2008 - Nov 2010Cori Ridge, Inc dba Sugar Lodge at Sugarbush Vice President & TreasurerSep 2001 - Mar 2007
Skills:
Financial Analysis, Strategic Financial Planning, Financial Reporting, Financial Accounting,...
Certifications:
Certified Public Accountant, New Jersey Board of Accountancy
Personal Financial Specialist, American Institute of Certified Public Accountants
Full Profile

Hans Asoera Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Field Based Area Leader, General Principal at Edward Jones
Title:
Financial Advisor, General Principal at Edward Jones
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor, Field Based Area Leader, General Principalsince Jun 1989
Skills:
Financial Advisory, Personal Finance, Leadership Development, Recruiting, Leadership, Marketing,...
Full Profile

Janet Cooper Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Registered Representative at New England Securities at Baystate Financial Services
Title:
Registered Representative and Financial Advisor with New England Securities and Baystate Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Baystate Financial Services - 302 Mountain View Drive Suite #201 Colchester VT 05446Registered Representative at New England Securitiessince Feb 2006Allstate Financial Services - Williston VermontRegistered RepresentativeJan 2000 - Feb 2006
Full Profile

Ken Kowalewitz Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - CERTIFIED FINANCIAL PLANNER (TM) at MorganStanley
Title:
Financial Advisor, CERTIFIED FINANCIAL PLANNER (TM) at Morgan Stanley Wealth Management
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
MorganStanley Financial Advisor - CERTIFIED FINANCIAL PLANNER (TM)since Jul 2000First Albany Corporation Financial AdvisorOct 1981 - Jul 2000
Full Profile

David Pasackow Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Vice President | Financial Advisor at Morgan Stanley
Title:
Financial Advisor Vice President at Morgan Stanley
Location:
Burlington, Vermont
Industry:
Financial Services
Work history:
Morgan Stanley Vice President | Financial Advisorsince Mar 1997A Very Vermont Store OwnerSep 1995 - Mar 1997
Full Profile

Dan House Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Title:
Financial Advisor
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince 2011
Full Profile

Joshua Parker Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Vice President, Portfolio Manager PIA, Senior Financial Advisor at Merrill Lynch
Title:
Portfolio Manager PIA, Vice President, Senior Financial Advisor
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Merrill Lynch Vice President, Portfolio Manager PIA, Senior Financial Advisorsince Dec 2008Morgan Stanley AVP, Wealth AdvisorOct 2000 - Dec 2008
Full Profile

Dan House Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Title:
Financial Advisor
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Representativesince 2011
Full Profile

Charles Bucknam Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Assistant Head for Finance at Lyndon Institute, Financial Consultant at Bucknam Black Brazil, PC,...
Title:
Assistant Head for Finance at Lyndon Institute
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Lyndon Institute - Lyndon, VermontAssistant Head for Financesince Sep 2011Bucknam Black Brazil, PC Financial Consultantsince Jan 2008
Full Profile

Michael Mathon Burlington, VT

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 • Chief Executive Officer • Financial Manager • Chief Executive • Corporate Executive

Experience & Education

Position:
CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial...
Title:
CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CFP®, ChFC®, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professionalsince Dec 1999Colonial Vending Service, Inc. Vice President, General Manager1989 - 1999
Full Profile

Kurt Schueler Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President Investment at Wells Fargo Advisors , LLC
Title:
Senior Vice President-Investments at Wells Fargo Advisors, LLC
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors , LLC - Burlington, VermontSenior Vice President Investmentsince Apr 2004A G Edwards and Sons Financial AdvisorJul 1987 - Apr 2004
Full Profile

Tawny Bloom Burlington, VT

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor with the practice of CJ Charlebois at Ameriprise Financial
Location:
Burlington, Vermont Area
Industry:
Financial Services
Work history:
Ameriprise Financial Associate Financial Advisor with the practice of CJ Charleboissince May 2004
Full Profile

Tom Pound Burlington, VT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Dean • School Administrator • Educational Manager • Higher Education Professional • Articled Clerk • Lawyers • Chief Executive • Team Member

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Burlington, Vermont Area
Industry:
Financial Services
Full Profile


Financial Consultants near Burlington, VT02468PlattsburghColchesterEssex JunctionWinooskiStoweJayAltonaJerichoShelburneWaterbury