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Financial Consultants in Canton, MA

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15 results found

Erin Polselli Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAnalystTeam MemberAdvisorAnalystsAdmiralComputer Software ProfessionalApplication AnalystProgrammerComputer ProgrammerSoftware DevelopersChief Administrative OfficerChief ExecutiveIT SpecialistCustomer ServiceHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Admin/Financial/Clinical Medical Software Consultant at HSM Consulting
Title:
HIS/Clinical/ELR/Financial Consultant at HSM Consulting
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
HSM Consulting - Quincy, MAAdmin/Financial/Clinical Medical Software Consultantsince Nov 2010MEDITECH - Canton, MAMedical Record/Administrative/Quality-Risk Management Software AnalystJan 2006 - Nov 2010

John Gardner Canton, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial AnalystInstructorPedagogueLecturerPostsecondary TeacherVice PresidentChief ExecutiveFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Chartered financial analyst institute
Company:
Edward jones co
Financial advisor

Anthony Fleurival Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagerCounselorAdvisorProject Managers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince May 2011Caribbean U-Turn - Mattapan, MAProject ManagerFeb 2008 - Aug 2011

Peter Fredericksen Boston, MA

Professions & Specialties

Estate PlannerFinancial ConsultantCertified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Estate Planner™ at B.O.C. Life Solutions, Estate Planning and Asset Protection, Financial...
Title:
Certified Estate Planner™ at B.O.C. Life Solutions, Estate Planning and Asset Protection
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
B.O.C. Life Solutions, Estate Planning and Asset Protection - Canton, MACertified Estate Planner™since 2012Bank of Canton Financial Advisorsince 2008

Brittney Tacchi Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystControllerManagerRegional Vice PresidentOperations ManagerVice PresidentChief ExecutiveAccounts ReceivableAccounts Receivable ManagerAccounting BookkeeperBookkeeperAccounts Receivables SpecialistFinancial ManagerFinancial DirectorPurchasing ManagersFinancial OfficerBachelor of ScienceLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
Senior Financial Analyst at Karmaloop.com
Title:
Financial Analyst at Karmaloop.com
Location:
Greater Boston Area
Industry:
Retail
Work history:
Karmaloop.com - 334 Boylston St 4th Floor, Boston, MA 02116Senior Financial Analystsince Feb 2012RMR - Watertown, MAProperty AccountantOct 2009 - Feb 2012
served as a financial advisor to the purchasing director..

Dave Mackenzie Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerAccount Service ManagerClient Service OfficerComputer Software ProfessionalSoftware DevelopersCustomer ServiceManagerMarketing DirectorChief ExecutiveSales RepresentativeSales AgentSales ExecutiveTechnical Support SpecialistSalesForce AdministratorSystems Support SpecialistSupport SpecialistsDatabase Administration ProfessionalDatabase AdministratorAccount Manager

Experience & Education

Title:
Director of Sales at ByAllAccounts
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
AtTask, Inc. - Boston, MAEnterprise Account ExecutiveAug 2011 - Mar 2012NEI Director of Strategic Account ExecutivesMay 2010 - May 2011
Skills:
Sales Management, Customer Relations, Sales Operations, SaaS, Direct Sales, Account Management,...
Financial Advisor Magazine

Adnan Rizvanbegovic Quincy, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey ResearcherFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeperControllerAccount ManagerRecognitionAdvertising ProfessionalAdvertising Sales AgentModelDirectorVice PresidentFinancial ManagerSenior ManagerOperations ManagerChief ExecutiveSoftware EngineerComputer Network ConsultantSoftware DevelopersComputer ConsultantIT ConsultantMaster of Business Administration

Experience & Education

Position:
Financial Research Analyst at Novartis
Location:
Quincy, Massachusetts
Industry:
Financial Services
Work history:
Novartis - Cambridge, MAFinancial Research Analystsince May 2013Riverbed Technology - Cambridge, MASenior Financial AnalystJan 2013 - Apr 2013
Skills:
Variance Analysis, Forecasting, Financial Analysis, Strategic Financial Planning, Financial...
Languages:
English, Bosnian, German, Arabic
Financial Advisor Trainee at Ameriprise Financial

Jake Parks Canton, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerAnalystRepresentativeTeam MemberAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Product Marketing Manager - Football at adidas
Location:
Canton, Massachusetts
Industry:
Sporting Goods
Work history:
Adidas - Greater Boston AreaProduct Marketing Manager - Footballsince Jan 2013Adidas - Canton, MAProduct Manager- US Team SportsJun 2012 - Dec 2012
Financial Advisor at Edward Jones

Emily Kruglik Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentApprenticeMarketing ManagerStudent WorkerMarketing InternMarketing ProfessionalOrganization ManagementManagersChief ExecutiveOperations ManagerHospital Care ProfessionalHealth ProfessionalHealth PractitionerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConsumer Goods ProfessionalCommodities Clerk

Experience & Education

Position:
Marketing Coordinator at Eagle Investment Systems
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Eagle Investment Systems - Greater Boston AreaMarketing Coordinatorsince Feb 2012Reebok - Canton, MAConsumer Insights InternSep 2011 - Dec 2011
Financial Counselor at Hartford Hospital

Joshua Burnie Canton, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecuritySenior Account ExecutiveInside Sales RepresentativeSenior Customer Service RepresentativeClient Service OfficerSales RepresentativeVice PresidentChief ExecutiveSoftware DeveloperSoftware DevelopersCustomer Service

Experience & Education

Work

Company:
Norwich university
Masters of science in information security and assurance (cybersecurity), class of 2016
Company:
Guardian retirement services
Retirement plan internal wholesaler

Skills

SQL, Java, HTML, Basic

Luis Garcia Canton, MA

Professions & Specialties

Account ManagerMarket AnalystMarket Research AnalystAgentSales RepresentativeChief Commercial OfficerChief Executive

Experience & Education

Work

Company:
Newyork life insurance company
Agent - hispanic market
Company:
Givaudan (www.givaudan.com) - Caracas, Distrito Capital
Commercial manager - venezuelan, ecuador and caribbean area

Skills

Projects and Business Management, Customer Relationships, International Experience in different...

Somalisa Ker Framingham, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Position:
Financial Analyst HomeGoods Financial Control at TJX
Location:
Framingham, Massachusetts
Industry:
Retail
Work history:
TJX - framingham, massachusettsFinancial Analyst HomeGoods Financial Controlsince Aug 2013Alex and Ani USA - cranston, riTransitional Operations Financial AdvisorMay 2012 - Aug 2013
Languages:
Cambodian, English

Paul Davenport San Diego, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations ManagerHigh School DiplomaChief ExecutiveBachelor of Business AdministrationNon-ProfitManagersProperty ManagerReal Estate Manager

Experience & Education

Position:
Corporate Financial Consultant at Paul Davenport
Title:
Corporate Finance
Location:
Greater San Diego Area
Industry:
Accounting
Work history:
Paul Davenport - Greater Boston AreaCorporate Financial Consultantsince Apr 2002Notre Dame Education Center, Inc. - Greater Boston AreaFinance DirectorApr 2011 - Oct 2012
Skills:
Financial Analysis, Financial Modeling, Financial Reporting, Auditing, Accounting, Tax, Due...

Al Thomason Denver, CO

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCorrespondentReporterFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperSales ManagerSales DirectorMarketing ManagerInbound MarketerWeb MarketerInternet Marketing ManagerSales and Service SpecialistSales AgentSales RepresentativeSupervisorConstructionManagersPsychologistComputer Software ProfessionalDatabase Administration ProfessionalDatabase AdministratorSoftware DevelopersWellness and FitnessPsychology Specialist

Experience & Education

Position:
Retirement Correspondent at Great-West Financial
Title:
Retirement Correspondent
Location:
Greater Denver Area
Industry:
Financial Services
Work history:
Great-West Financial Retirement Correspondentsince 2012Experian QAS US - Boston, MAGovt. Account ManagerAug 2011 - 2012
Skills:
SaaS, Consultative Selling, Social Media, SEO, Web Analytics, Lead Generation, Marketing...
Financial Advisor at Ameriprise Financial

Henry Acacia South Attleboro, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerCustomer Service AssociateConstructionEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonFood servicePsychologistGraphic Design SpecialistGraphic DesignerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Customer Service Clerk/ New Construction at NSTAR
Title:
Customer Service/ New Construction at NSTAR
Location:
Attleboro, Massachusetts
Industry:
Utilities
Work history:
NSTAR - Westwood, MACustomer Service Clerk/ New Constructionsince Jan 2013NSTAR - Westwood, MACustomer Service AssociateJun 2001 - Dec 2012
Financial Counselor at Consumer Credit Counseling..


Financial Consultants near Canton, MA09161,8322,7483,6644,580BostonCambridgeWellesleyNewtonQuincyBraintreeNeedhamWatertownNorwoodBrookline



Financial Consultants around Canton, MA

Abington  (2)
Boston  (4,577)
Braintree  (33)
Brockton  (13)
Brookline  (15)
Cambridge  (111)
Dedham  (12)
Dover  (1)
Easton  (9)
Mansfield  (13)
Medfield  (3)
Milton  (10)
Needham  (25)
Newton  (62)
Norfolk  (4)
Norton  (5)
Norwood  (16)
Quincy  (52)
Randolph  (7)
Sharon  (7)
Stoughton  (5)
Walpole  (12)
Watertown  (18)
Wellesley  (88)
Weymouth  (10)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (15)