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Financial Consultants in Cambridge, MA

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111 results found

David Brown Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerBoard MemberCorporate ExecutiveChief ExecutiveManagement Team ExecutiveOperations ManagerHostEntrepreneurOrganization ManagementManagersLogistics Supply Chain ProfessionalAdvisorAnalystsPsychologistLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistLogisticianAccounting BookkeeperBookkeeperWellness and FitnessStudent WorkerPsychology SpecialistMarket Research AnalystParalegalEducation ProfessionalInstructor

Experience & Education

Position:
Executive Director at TUGG (Technology Underwriting Greater Good), Board Member at Neighbor Brigade
Title:
Executive Director at TUGG
Location:
Cambridge, Massachusetts
Industry:
Nonprofit Organization Management
Work history:
TUGG (Technology Underwriting Greater Good) - Greater Boston AreaExecutive Directorsince May 2012Neighbor Brigade Board Membersince 2011
Skills:
Strategic Planning, Public Speaking, Entrepreneurship, Fundraising, Project Management,...
Financial Advisor for Arts Connect International

Muhammad Khalid Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Bank of america merrill lynch
Financial advisor
Company:
Citizens financial group
Client services / cco brokerage operations

Skills

FINRA Licenses: FINRA Series 7, 63 & 65 (Active)

Roy Hayes Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerFinancial ManagerFinancial DirectorOperations ManagerFinancial Officer

Experience & Education

Work

Company:
Sun microsystems, inc - Burlington, MA
Financial consultant/finance business manager
Company:
World-wide revenue management - Burlington, MA
Financial manager

Skills

* Hyperion Office Suite (Essbase, BRIO, etc.) * Oracle GL, Cullinet Application System * Content...

Maria Ruiz Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationCounselorSupporting MemberAdvisorTeam Member

Experience & Education

Work

Company:
Center for innovation, excellence and leadership: ixl center
Consultant associate (contract position)
Company:
Grupo corporativo rutren - Ciudad de Mxico, D. F.
Financial consultant

Skills

Quantitative Analysis, Forecasting, Budgeting, Financial Analysis, Research, Strategy Development,...

Arik Schechet Cambridge, MA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperSupporting MemberTeam MemberFinancial ManagerAdvisorStudent WorkerComputer Scientists

Experience & Education

Work

Company:
New england private wealth advisors - Wellesley, MA
Financial advisor
Company:
The colony group - Boston, MA
Associate financial counselor

Tatyana Frederick Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorTax PreparerTax Accountant

Experience & Education

Work

Company:
Dana farber cancer instiitute
Patient access specialist/financial counselor
Company:
Jackson hewitt tax services
Tax preparer (seasonal)

Joanne Higgins Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorContractorFinancial DirectorFinancial OfficerFinancial ManagerIndependent Business OwnersManagersProject ManagersTax Accountant

Experience & Education

Work

Company:
Self employed
Financial consultant
Company:
Fourwinds capital management - Boston, MA
Cfo - phaunos timber

Hasan Celiker Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDoctor of PhilosophyFounderFounding MemberChief ExecutiveResearcherSurvey ResearcherTeam MemberNon-ProfitAdvisorComputer Scientists

Experience & Education

Work

Company:
Cambridge venture brainstorms
Founder
Company:
Innovcoat - stanbul
Financial consultant

Amy Kirsh Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Work

Company:
Dhs/ice/counter terrorism and criminal exploitation unit
Intelligence analyst/criminal investigative specialist
Company:
Pnc bank - Washington, DC
Senior financial consultant

Skills

Well versed in Apple and PC programs, systems, and databases (Including Photoshop, Illustrator, and ...

Micha Ziv Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentShift ManagerSecurityManagers

Experience & Education

Work

Company:
Bank hapoalim
Financial advisor
Company:
Guard and shift manager for modiin ezrachi security company, east jerusalem

Yusuf Cakiroglu Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant ManagerManagers

Experience & Education

Work

Company:
Association of chambers
Assistant manager
Company:
Association of chambers
Financial consultant internship

Matthew Toulouse Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsMathematician

Experience & Education

Work

Company:
Ebsco publishing - Ipswich, MA
Analyst
Company:
Merrill lynch - Boston, MA
Financial advisor

Alexander Pampalone Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDeputy ManagerChief ExecutiveMarketing ManagerOperations ManagerApprenticeInternational AffairsOrganization ManagementSales PersonSales RepresentativeBrand PlannerMarket Research AnalystBrand RepresentativeMaster of EducationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAuthorStudent Worker

Experience & Education

Position:
Assistant Director of Academic and Development Coordination, Faculty of Arts and Sciences at...
Location:
Cambridge, Massachusetts
Industry:
Higher Education
Work history:
Harvard University - Cambridge, MAAssistant Director of Academic and Development Coordination, Faculty of Arts and Sciencessince Jan 2012Southern California Leadership Network/Los Angeles Area Chamber of Commerce Senior Program OfficerMay 2009 - Jan 2012
Skills:
Photoshop, Bloomberg, Public Relations, Microsoft Office, Press Releases, Corporate Social...
Financial Advisor Intern at Merrill Lynch

Stacy Chen Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial DirectorTreasurerFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Administrative OfficerVice PresidentChief ExecutiveCertified Public AccountantApprenticeCounselorAdvisorMaster of Business AdministrationBachelor of Business AdministrationMaster of ScienceChancellorCommissionerParalegalChief JudgeJudgeMediatorTranslatorBilingual Communications SpecialistLinguistLanguage SpecialistConsumer Goods ProfessionalCommodities ClerkStudent Worker

Experience & Education

Position:
Finance Mgr at Anheuser-Busch InBev
Title:
Finance Mgr, Anheuser-Busch InBev
Location:
Huangpu District, Shanghai, China
Industry:
Financial Services
Work history:
Anheuser-Busch InBev Finance Mgrsince Aug 2013SloanGear - Cambridge, MAOperations/TreasurerMay 2012 - Apr 2013
Languages:
mandarin, taiwanese
Financial Consultant Intern to Senior VP of Invest..

Claire Pan Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent WorkerBusiness AdministratorPsychology SpecialistBranch ManagerField Marketing SpecialistMarketing AdministratorPsychologistBachelor of ScienceSoftware DeveloperSoftware DevelopersChief ExecutiveMarketing ManagerOperations Manager

Experience & Education

Title:
Master of Finance Candidate at MIT Sloan School of Management
Location:
Cambridge, Massachusetts
Industry:
Financial Services
Work history:
MIT Sloan School of Management Master of FinanceJul 2012 - Jun 2013Merrill Lynch InternMay 2011 - Aug 2011
Skills:
Matlab, Microsoft Excel, Accounting, Financial Modeling, Bloomberg, Mandarin, Quantitative...

Rosemary White Cambridge, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAdvisorRepresentative

Experience & Education

Position:
Financial Planner/Investment Advisor Representative at Strong Financial Group
Title:
Owner, Strong Financial Group, helping clients design a sustainable lifestyle, SRI investing and LGBT planning
Location:
Cambridge, Massachusetts
Industry:
Investment Management
Work history:
Strong Financial Group Financial Planner/Investment Advisor Representativesince Nov 1998
Financial Advisor

Alexis Perez Cambridge, MA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentTeaching AssistantEducational Assistant TeacherMathematicsMathematicianFacilities SupervisorFacility ManagerFacilities SpecialistConstructionFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveOperations ManagerStudent WorkerStatistician

Experience & Education

Position:
Mathematics Teaching Assistant at MIT
Location:
Cambridge, Massachusetts
Industry:
Higher Education
Work history:
MIT Mathematics Teaching Assistantsince Jun 2013Stanford University Facilities SupervisorOct 2012 - Jun 2013
Skills:
Microsoft Excel, Microsoft Office, Financial Modeling, Data Analysis, Economics, PowerPoint,...
Financial Advisor Intern at Coghlan Financial Grou..

Katie Garland Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystVolunteerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorApprenticeTeam MemberAdvisorResearch AssistantResearcherSurvey ResearcherStudent Worker

Experience & Education

Position:
Financial Analyst at Harvard University, Grants, Development and Administration Volunteer at...
Title:
Financial Analyst at Harvard University
Location:
Cambridge, Massachusetts
Industry:
Accounting
Work history:
Harvard University - Cambridge, MAFinancial Analystsince Mar 2013Sustainable Healthcare for Haiti - Greater Boston AreaGrants, Development and Administration Volunteersince 2012

Henry Irving Cambridge, MA

Professions & Specialties

Financial Services Sales AgentAdvisorRepresentativeSupporting MemberTeam MemberOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerOperations Manager

Experience & Education

Position:
Owner at Henry R Irving - Investments
Title:
Investment Advisor Representative
Location:
Cambridge, Massachusetts
Industry:
Financial Services
Work history:
Henry R Irving - Investments - Cambridge, MAOwnersince 2010RBC Wealth Management - Norwell, MASenior Investment Associate2005 - 2010
Financial Advisor at Advest

Jordan Mauro Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorBusiness AnalystAdvisorAnalystAnalystsInformation Technology SpecialistIT SpecialistBiologistBiological Scientist

Experience & Education

Position:
SI Consultant at Accenture
Title:
SI Consultant
Location:
Cambridge, Massachusetts
Industry:
Information Technology and Services
Work history:
Accenture - Boston, MASI Consultantsince Nov 2011Clipper Windpower - Carpinteria, CASAP Business AnalystFeb 2008 - Nov 2011
Financial Consultant at Growthink

Manoucheca Julce Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVolleyball CoachSports Game CoachIllustratorGraphic Design SpecialistGraphic DesignerOffice AssistantPublishing ProfessionalOffice ClerkClerical SpecialistClient Service OfficerMarketing InternMarketing ProfessionalAdvertising Sales AgentPsychologistCustomer ServicePsychology Specialist

Experience & Education

Work

Company:
Cambridge rindge & latin
Assistant volleyball coach
Company:
Frisoli youth center (city of cambridge)
Teen youth worker

Skills

MS Word, MS Excel, MS Outlook, PowerPoint, Adobe Photoshop CS, Publisher, Adobe Illustrator,...

Joshua Roberts Cambridge, MA

Professions & Specialties

Master of Business AdministrationEntertainment ProfessionalEntertainerOffice AssistantProduction AssistantOffice ClerkClerical SpecialistManufacturing LaborerLaborerAgentSales Representative

Experience & Education

Work

Company:
50 eggs films - Wellesley, MA
Office manager/production assistant
Company:
Paradigm talent agency - New York, NY
Agent assistant

Shawn Unis Cambridge, MA

Professions & Specialties

AnalystApprenticeSupporting MemberAnalystsTeam MemberManagerOperations ManagerStudent WorkerChief Executive

Experience & Education

Work

Company:
Conquest management group - Quincy, MA
Associate fund manager
Company:
Outside in advisors, llc - Boston, MA
Analyst intern

Skills

Computer: Bloomberg Certified; CRM Software experience; Microsoft Office (Word, Excel, Outllook,...

Philip Ranns Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagerOperations ManagerControllerChief AccountantAccount ManagerBachelor of Business Administration

Experience & Education

Position:
Sr. Accounting and Finance Consultant at Sanofi Pasteur
Location:
Cambridge, Massachusetts
Industry:
Accounting
Work history:
Sanofi Pasteur Sr. Accounting and Finance Consultantsince Mar 2012Pfizer Manager Financial Analysis2004 - 2009
Sr Financial Consultant at Pharmacia & Upjohn

Hervert Mendez Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAdvisorApprenticeAnalystsStudent WorkerOperations Manager

Experience & Education

Work

Company:
Jp morgan chase - Elgin, IL
Customer support advisor
Company:
Amplify trading - London, OH
Trading intern

Skills

Strong Excel, Word, Acess, Financial modeling, portfolio management, trading, trading strategies,...

Roderick Gui Cambridge, MA

Professions & Specialties

Credit Risk AnalystFinancial Center ManagerBankerFinancial Services ProfessionalFinancial Services Sales AgentApprenticeChairpersonChief ExecutiveStudent Worker

Experience & Education

Work

Company:
Allianz life insurance - Minneapolis, MN
Corporate risk management, operational/credit risk analyst intern
Company:
St.olaf college student government student organization committee - Northfield, MN
Chair

Skills

Technical Skills: Passed CFA Level I Exam, Microsoft Word Suite, R, Bloomberg

Laura Justice Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentShop ManagerBusiness LeaderSales ManagerChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Victoria's secret
Store manager
Company:
Neiman marcus - Natick, MA
Relationship manager executive

Yueyang Liu Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AssistantResearcherSurvey ResearcherAnalystAnalystsMathematicsMathematicianHigh School DiplomaSystems AdministratorComputer Systems AdministratorSoftware DeveloperSoftware Developers

Experience & Education

Work

Company:
Massachusetts institute of technology, media lab
Research assistant
Company:
Smartleaf inc - Cambridge, MA
Summer analyst

Skills

Linux, Windows, C, Python, R, Matlab.

William Trainor Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorMarketing ManagerHR ManagerMarketing AdministratorOperations ManagerBachelor of ScienceBusiness AdministratorTeam MemberSurvey Researcher

Experience & Education

Work

Company:
Off wall street consulting group
Business development director: equity research
Company:
Off wall street consulting group
Marketing manager

Monica Maldonado Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCommunity Arts WorkerArt ProfessionalArts ProfessionalMakeup DesignerHuman Resources SpecialistRecruitmentHigh School DiplomaManagers

Experience & Education

Work

Company:
Lambda sigma gamma sorority, inc
Wilmington enrichment community artist network
Company:
Lambda sigma gamma sorority, inc
Member

Rossana Carranza Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProject ManagerSenior AdvisorAdvisorSAP ConsultantIT ConsultantMaster of Business AdministrationProject ManagersManagersSoftware DevelopersOperations Manager

Experience & Education

Work

Company:
Almacenes de prati
Project manager
Company:
Hochschild mining plc
Sap financial senior consultant

Skills

Project Management, Business Process Optimization, ERP, SAP Implementation, SAP Upgrade

Jeffrey M Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerControllerBachelor of Science

Experience & Education

Work

Company:
Pegasystems, inc - Cambridge, MA
Manager financial reporting (fp&a)
Company:
Jenzabar, inc - Cambridge, MA
Revenue manager

Anand Menon Cambridge, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberAdvisorTeam MemberAnalystBusiness AnalystAnalystsOperations Manager

Experience & Education

Work

Company:
Bankable frontier associates
Associate
Company:
Graham wrigley
Microfinance advisor

Barbara Berger Cambridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerSupporting MemberCompliance AgentRepresentativeCounselorTeam MemberCompliance OfficerAdvisorSchool PrincipalSchool AdministratorEducational Manager

Experience & Education

Work

Company:
Bank of america, merrill lynch - Lincoln, RI
Investment specialist
Company:
Bank of america, merrill lynch - Waltham, MA
Investment specialist

Skills

People skills: I am a positive person who can easily build rapport with people and gain their trust.

Jill Yanofsky Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersInside Sales RepresentativeSales RepresentativeInformation Technology SpecialistIT SpecialistDirectorBoard MemberOperations ManagerManagement Team ExecutiveTalent Acquisition AdvisorHuman Resources SpecialistTalent AgentRecruitmentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperModelBusiness ConsultantAdvisorAnalystsDatabase Administration ProfessionalDatabase AdministratorSoftware DevelopersData Entry SpecialistData ScientistExecutive Team LeaderChief Executive OfficerChief Operating OfficerFinancial DirectorChairpersonFounding MemberChief ExecutiveMarketing ManagerTechnology DirectorTechnology ManagerTechnical ManagersCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsFinancial OfficerFinancial ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerBachelor of ScienceMaster of ScienceAdvertising ProfessionalWeb MarketerAdvertising 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

Michael Gonnerman Hanover, NH

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorDirectorOwnerOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOrganization ManagementFinancial OfficerFinancial ManagerVice PresidentInformation Technology SpecialistComputer Games ProfessionalSoftware DevelopersIT SpecialistComputer SpecialistBiotechnology ProfessionalBiologistBiological ScientistGrinding and Polishing Worker

Experience & Education

Position:
Director at Somerville Brewing Co., Financial consultant at Rive Technology, Director at Wildlife...
Title:
Consultant, entrepreneurial finance
Location:
Hanover, New Hampshire
Industry:
Financial Services
Work history:
Somerville Brewing Co. - Somverville, MADirectorsince Apr 2012Rive Technology Financial consultantsince 2005
Skills:
Financial Reporting, Start-ups, Forecasting, Software, Economics

Larry Loh Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Information OfficerTechnology DirectorTechnology ManagerTechnical ManagersPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantInformation Technology SpecialistIT SpecialistSchool PrincipalSchool AdministratorEducational ManagerNon-ProfitManagement ConsultantSupporting MemberManagement AnalystAnalystsTeam MemberMaster of Business Administration

Experience & Education

Position:
Chief Information Officer at Draper Laboratory
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Draper Laboratory - Cambridge, MAChief Information Officersince May 2013Larry Loh IT Advisory Services PrincipalJun 2009 - May 2013
..one day a week @ the Genesis Center as financial counselor

Kristen Hall Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDeputy ManagerChief ExecutiveCustomer ServiceClient Service OfficerAdvisorOperations ManagerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeTeam MemberData Scientist

Experience & Education

Position:
Assistant Director, Student Accounting Services at Boston University
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
Boston University - Boston, MAAssistant Director, Student Accounting Servicessince Apr 2011Boston University - Boston, MAFinancial Advisor, Student Accounting ServicesMay 2010 - Apr 2011

Jude Vajda Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitVolunteerSales ManagerAdvisorOrganization ManagementManagersSurgeonPsychologistSurgical SpecialistCertified Nurse AideWellness and FitnessNurseNurse PractitionerPsychology SpecialistAdvertising ProfessionalAdvertising Sales AgentEntertainment ProfessionalEntertainerClient Service OfficerSales ExecutiveCustomer Service

Experience & Education

Position:
Financial Advisor, CSNA at Merrill Lynch, Event Chair -Board Member at Andover Coalition for Education
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor, CSNAsince Jan 2012Andover Coalition for Education - AndoverEvent Chair -Board Membersince Jan 2011
Languages:
English, Hungarian, Spanish, Sign Languages
Certifications:
Series 7, Financial Industry Regulatory Authority
Yoga, Yogafit

Peter Monson Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveBiotechnology ProfessionalBiologistBiological ScientistChief Executive OfficerFinancial OfficerFinancial ManagerCorporate ExecutiveOperations ManagerInvestorCounselorBusiness AnalystBusiness AdministratorAdvisorAnalystAnalystsCertified Public AccountantAccount ManagerCertified AuditorFinancial Compliance ExaminerAuditorField AuditorAccounting BookkeeperBookkeeperMaster of Business Administration

Experience & Education

Position:
Partner at Tatum
Title:
Experienced Financial Executive, Partner at Tatum LLC
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Tatum - Boston, MAPartnersince Jan 2013Knome, Inc - Cambridge, MAFinancial ConsultantMay 2012 - Dec 2012
Certifications:
Certified Public Accountant, Commonwealth of Massachusetts, Board of Public Accountancy

Mark Slater Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurManagersChief Executive OfficerPartnerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMedical Record TranscriberMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportAir Transportation WorkerOperations ManagerSchool AdministratorEducational ManagerResearch AssistantResearcherSurvey ResearcherGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Managing Director at RBS Citizens, Chief Partnership Officer at medicalrecords.com, Partner at...
Title:
Technology Company Financial Advisor and Entrepreneur
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
RBS Citizens - Greater Boston AreaManaging Directorsince May 2012Medicalrecords.com - Cambridge, MAChief Partnership Officersince May 2011
Skills:
Financial Advisory, Mergers, Business Development, Start-ups, Entrepreneurship, Financial Modeling, ...

Chris Ogden Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationSupporting MemberTeam MemberAnalystsStudent Worker

Experience & Education

Position:
MBA Candidate 2013 at Harvard Business School
Location:
Greater Boston Area
Industry:
Pharmaceuticals
Work history:
Harvard Business School - Cambridge, MAMBA Candidate 2013since Aug 2011Eli Lilly Associate Financial ConsultantFeb 2009 - Jul 2011
Skills:
Financial Analysis, Financial Modeling, Financial Reporting, Business Planning

Justin Liang Washington, DC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberResearch AssistantResearcherSurvey ResearcherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTeaching AssistantEducational Assistant Teacher

Experience & Education

Position:
Associate at Promontory Financial Group, LLC, Teaching and Research Assistant at Harvard Kennedy...
Title:
Financial Consultant
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
Promontory Financial Group, LLC - Washington, DCAssociatesince Oct 2012Harvard Kennedy School of Government - Cambridge, MATeaching and Research Assistantsince Sep 2011

Carlos Benitez Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorChief Executive OfficerChief Operating OfficerVice PresidentManagerFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveGeneral and Operations ManagerDirector of OperationsOperations ManagerBookkeeperIT Specialist

Experience & Education

Position:
Director of Finance - Financial Planning and Analysis at WR Grace
Title:
Director of Finance
Location:
Greater Boston Area
Industry:
Chemicals
Work history:
WR Grace - Cambridge, MADirector of Finance - Financial Planning and Analysissince Jul 2009WR Grace - Cambridge, MAFinance Manager - Financial Planning and AnalysisApr 2006 - Jun 2009
Skills:
Return on Investment Analysis, Strategic Financial Planning, Operating Budgets, Financial Analysis, ...
Serve as chief financial advisor to the General Manager of Americ..

Jason Dolan Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount Service ManagerAgentClient Service OfficerSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerSEO SpecialistWeb MarketerCustomer ServiceMarketing ManagerServices ProfessionalSales and Service SpecialistSales AgentAdvertising Sales AgentCompliance ManagerChief ExecutiveParalegalChiropractorProperty ManagerReal Estate Manager

Experience & Education

Position:
Inside Sales Account Executive at ThriveHive
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
ThriveHive - Cambridge, MAInside Sales Account Executivesince Jul 2012The Alliance Companies - Boston, MABusiness Development ExecutiveAug 2005 - Jul 2012
Skills:
Proposal Writing, Lead Generation, Strategic Planning, Salesforce.com, Customer Relations, Sales...
Languages:
Spanish

Anne Vanlent Princeton, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorBoard MemberChair of CommitteeChairpersonOperations ManagerManagement Team ExecutiveChief ExecutiveFinancial OfficerFinancial ManagerBachelor of ArtsBiologistBiological Scientist

Experience & Education

Position:
Member of the Board of Directors, Audit Committee Chair at Biota Pharmaceuticals, Member of the...
Title:
Financial consultant for emerging growth life sciences companies, public company director
Location:
Princeton, New Jersey
Industry:
Pharmaceuticals
Work history:
Biota Pharmaceuticals Member of the Board of Directors, Audit Committee Chairsince May 2013Aegerion Pharmaceuticals - Cambridge, MAMember of the Board of Directors, Audit Committee Chairsince Mar 2013
Skills:
Venture Capital, IPO, Licensing, Intellectual Property, Managerial Finance, Lifesciences,...

Stephanie Shively Charlotte, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerInvestorAdvisorFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperChief Information OfficerChief Executive OfficerTechnology DirectorTechnology ManagerTechnical ManagersCorporate ExecutiveChief Executive

Experience & Education

Position:
Financial Advisor | Financial Planning Specialist at Morgan Stanley Wealth Management
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Charlotte, NCFinancial Advisor | Financial Planning Specialistsince Sep 2009Forrester Research - Cambridge, MAAccount ManagerJan 2007 - Aug 2009
Skills:
Series 7, Investments, Wealth Management, Retirement Planning, Strategic Financial Planning

Rod Laurenz Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonOwnerFounding MemberVice PresidentBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerAdvisorInstructorPedagogue

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

Alison Dube Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeStudent WorkerBiological Scientist

Experience & Education

Position:
Financial Consultant at Aetna Student Health at Aetna
Title:
Financial Consultant at Aetna Student Health
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Aetna - Cambridge, MAFinancial Consultant at Aetna Student Healthsince May 2011Etex Corporation Accounting InternJun 2010 - Apr 2011
Skills:
Data Analysis, Accounts Receivable, Account Reconciliation

Dustin Jansen Hartford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerTeam MemberResearch SpecialistResearch ScientistResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Financial Consultant at MassMutual Financial Group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Financial Consultantsince May 2012MassMutual Financial Group Director of Financial AnalyticsApr 2011 - May 2012



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