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Financial Consultants in Clifton Park Center, NY

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26 results found

Morgan Brooks Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSoftware TesterComputer SpecialistRecruitmentTitle Examiner

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Work Center Supervisor at US Navy
Title:
Merrill Lynch Financial Advisor and US NAVY Veteran
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - Clifton Park, NYFinancial Advisorsince Jan 2013US Navy Work Center Supervisorsince Aug 2002

Craig White Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDepartment Store SalespersonRetail ProfessionalRetail SalespersonInformation Technology SpecialistIT SpecialistTeam MemberAdvisorPsychology Specialist

Experience & Education

Position:
Operations Manager at Beebe& Gabriels Financial
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Beebe& Gabriels Financial - Clifton Park, NYOperations Managersince Jun 2010AXA Advisors - Albany, NYFinancial AdvisorJan 2007 - Jun 2010
Skills:
Business Analysis, New Business Development, Microsoft Excel, Business Strategy, Microsoft Office,...

Kevin Smith Clifton Park Center, NY

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
The ayco company, l.p., a goldman sachs company
Financial planner - the ayco answerline service
Company:
Axa advisors - Clifton Park, NY
Financial consultant - retirement benefits group

Cassandra Mcclain-moore Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ArtsChief ExecutiveSales Representative

Experience & Education

Work

Company:
Ellis medicine - Clifton Park, NY
Patient financial counselor
Company:
Research foundation for mental hygiene, inc - Albany, NY
Project assistant

Gregory Podgorski Clifton Park Center, NY

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Vice President and Financial Planner at AXA Advisors
Location:
Clifton Park, New York
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultantsince 2009
Skills:
Retirement Planning, Estate Planning, Fixed Annuities, Financial Planners, Life Insurance,...

Sandy L Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentManagerShop ManagerOperations ManagerDirector of OperationsVice PresidentChief ExecutiveSales ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerBusiness AdministratorSports TrainersField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Assistant Vice President/Store Manager at TD
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
TD - Clifton Park, NYAssistant Vice President/Store Managersince May 2006Bank of America - Upstate New YorkDistrict Operations Manager2000 - 2006

Anthony Capobianco Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner / Principal / Financial Representative at Capobianco Financial Advisors
Title:
Owner, Capobianco Financial Advisors
Location:
Clifton Park, New York
Industry:
Financial Services
Work history:
Capobianco Financial Advisors Owner / Principal / Financial Representativesince Jun 1980
Financial advisor working with business owners

David Needham Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor with the practice of Justin Spraker at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Clifton Park, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 5 Southside Drive, Suite 202 Clifton Park, NY 12065Financial Advisor with the practice of Justin Sprakersince Mar 2004

Eric Brodwin Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Investment OfficerManagement AnalystsCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveTeam MemberAnalysts

Experience & Education

Position:
Chief Investment Officer at Congress Park Capital LLC
Title:
Chief Investment Officer, Congress Park Capital LLC
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Congress Park Capital LLC Chief Investment Officersince Jun 2009Merrill Lynch - Clifton Park, NYFinancial AdvisorOct 2005 - Jun 2009

Denise Bakerian Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCrewmanCoordinatorTeam MemberManagersHealthcare SupportChief Executive

Experience & Education

Work

Company:
Ellis hospital
Patient financial counselor
Company:
Ellis medicine - dental office - Schenectady, NY
Clerical coordinator

Robert Boram Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSurvivorPlannerReality ShowSales Representative

Experience & Education

Work

Company:
Managed healthnet government services, joint forces headquarters
Personal financial consultant
Company:
Strategic resources incorporated - Fort Drum, NY
Survivor outreach servicesfinancial planner

Katrina Kelsey Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvocateJuristLegal CounselModeratorAdvisorComputer Operator SpecialistManagersFront Office ReceptionistEvent Manager

Experience & Education

Work

Company:
Cardon outreach
Patient advocate
Company:
Ellis hospital - Schenectady, NY
Financial counselor/medicaid eligibility facilitator

Anthony Russo Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveSupervising PlannerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Sco family of services, inc
Part time financial consultant
Company:
Sco family of services, inc - Glen Cove, NY
Director of finance

Gregory Witalec Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRental ManagerRental Sales AgentRental Clerk

Experience & Education

Work

Company:
Metlife
Financial advisor
Company:
Enterprise rent-a-car
Area rental manager

Christopher Fabian Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Axa advisors, llc - Clifton Park, NY
Financial advisor

Eric Hennessey Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerManagerOperations ManagerPhilanthropeConstructionPlannerNon-ProfitTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsCertified Public AccountantAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Position:
Senior Manager at UHY Advisors
Location:
Albany, New York Area
Industry:
Accounting
Work history:
UHY Advisors - Albany, New York AreaSenior Managersince May 2008UHY LLP Manager2005 - 2008
Certifications:
Certified Public Accountant, New York State

Jason Fuleihan Albany, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAnalystGuideAdvisorAnalystsTour GuideHuman Resources SpecialistRecruitmentSecurityBusiness AdministratorBachelor of ScienceFinance and Accounting SpecialistPayroll SupervisorCompensations and BenefitsAccounting BookkeeperBookkeeperSales RepresentativeOperations Manager

Experience & Education

Position:
Kronos Application Consultant at MMHayes, Business Technical Analyst at Aon Hewitt
Title:
Application Consultant at MMHayes
Location:
Albany, New York Area
Industry:
Human Resources
Work history:
MMHayes - Albany NYKronos Application Consultantsince Apr 2013Aon Hewitt - Clifton Park, NYBusiness Technical Analystsince Jul 2012
Financial Advisor/Registered Sales Assistant at Pr..

Susan Holland Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFront Office ClerkFront Office ReceptionistReceptionistSales ManagerSales DirectorMedical AssistantHealth Services ManagerHealthcare SupportMedical Practitioner

Experience & Education

Work

Company:
Premiere transportation group - Albany, NY
Reservation specialist
Company:
Saratoga hospital - Saratoga, NY
Front office assistant

Skills

Computer Skills: Medical Manager, Medisoft, Medic/Visions, Microsoft Word, Medent, Odyssey,...

Jordan Heller Clifton Park Center, NY

Professions & Specialties

Loan OfficerBankerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorStudent Worker

Experience & Education

Work

Company:
Lia nissan
Salesperson/business development consultant
Company:
Carnegie mortgage - Ballston Spa, NY
Loan officer/community banker

Joseph Frey Clifton Park Center, NY

Professions & Specialties

Financial Services Sales AgentCounselorAdvisorSenior Account ExecutiveSenior Customer Service RepresentativeClient Service OfficerCustomer ServiceVice PresidentChief Executive

Experience & Education

Work

Company:
Frey financial
Independent merchant services consultant
Company:
Transfirst merchant services company - Louisville, CO
Senior account executive

Brooks Kenneson Clifton Park Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTechnicianTechnical SpecialistTechnical Support SpecialistsBusiness AdministratorTeam MemberFront Office ReceptionistReceptionistFood PreparerFood Preparation WorkerBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Department of taxation and finance
Tax technician i
Company:
The first american corporation - Rochester, NY
Disbursement tax processing ii

Ryan O'shea Clifton Park Center, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerAnalystBusiness AnalystApprenticeAnalystsStudent Worker

Experience & Education

Work

Company:
Pitney bowes
Team lead/business analyst
Company:
Northwestern mutual financial network - Albany, NY
Financial services representative intern

Skills

NYS Life/Accident & Health Insurance License, Pursuant Level I Chartered Financial Analyst(CFA)

Derek Loomis Clifton Park Center, NY

Professions & Specialties

ManagerOperations ManagerNetwork Security AdministratorNetwork Security ProfessionalNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorSupport SpecialistClient Service OfficerSecurityCustomer Service

Experience & Education

Work

Company:
Ge global research
Enterprise vulnerability manager & network security administrator
Company:
Ge global research - Niskayuna, NY
Tier 3 security support specialist

Skills

Troubleshooting Hardware and Software on Printers/Desktop/Laptop/Server/LAN/WAN

Francis Timoney Clifton Park Center, NY

Professions & Specialties

Financial Services Sales AgentTerritory Account ManagerSales RepresentativeSales AgentArea ManagerManagersAdvisor

Experience & Education

Work

Company:
Wilkins solutions
Commercial territory manager
Company:
Pearson education - Albany, NY
Executive sales representative

Joseph Frey Clifton Park Center, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorExecutive Vice PresidentVice PresidentChief ExecutiveSenior Account ExecutiveSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Transfirst merchant services company, louisville, co - Clifton Park, NY
Independent merchant services consultant
Company:
Ameriquest mortgage company - Latham, NY
Senior mortgage consultant

Kiran Bora Glens Falls, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Financial Advisor at Gradient Securities,LLC, Investment Advisor at Bora Wealth Management...
Title:
Owner at Bora Wealth Management Services,LLC.
Location:
Glens Falls, New York Area
Industry:
Financial Services
Work history:
Gradient Securities,LLC Financial Advisorsince Dec 2009Bora Wealth Management Services, LLC. Investment Advisorsince 2003
Languages:
Hindi


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Financial Consultants around Clifton Park Center, NY


Financial Consultants in New York

Sub-specializations

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