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Financial Consultants in Collegeville, PA

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21 results found

Andrew Hipszer Collegeville, PA

Professions & Specialties

Financial ConsultantBankerTellerFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativePartnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLeaderManagers

Experience & Education

Position:
Financial Sales Consultant, De Novo Business Development at PNC Bank, N.A.
Location:
Collegeville, Pennsylvania
Industry:
Financial Services
Work history:
PNC Bank, N.A. - Collegeville, PAFinancial Sales Consultant, De Novo Business Developmentsince Apr 2012Wells Fargo Bank N.A., formerly Wachovia Bank, N.A. - Greater Philadelphia AreaPersonal Banker, OfficerMar 2009 - Feb 2012
Skills:
Consumer Lending, Deposits, Customer Service, Small Business, Insurance, Sales, Financial Analysis, ...
Certifications:
Notary Public, Commonwealth of Pennsylvania
Securities Transfer Agents Medallion Program (STAMP), Kemark Financial Services
..as a reliable internal partner to my financial advisor

Jared Allred Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystRelationship ManagerAccount Service ManagerClient Service OfficerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Premier Relationship Manager, AVP at Citizens Bank
Title:
Premier Relationship Manager - AVP, Citizens Bank
Location:
Schwenksville, Pennsylvania
Industry:
Financial Services
Work history:
Citizens Bank - Audubon, Limerick, Trappe, Westtown, Newtown SquarePremier Relationship Manager, AVPsince May 2010Merrill Lynch - Pennington NJFinancial AdvisorJun 2008 - May 2010

Jack Winebrenner Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations ManagerAdvisor

Experience & Education

Work

Company:
Amboy group, llc & parmocotto-amboy joint venture
Contract cfo advisor & financial consultant
Company:
Teleflex incorporated - Limerick, PA
Finance director - north american operations

Kenneth Liskey Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersSales PersonSales RepresentativeMaster of Business AdministrationBachelor of Business AdministrationTeam Member

Experience & Education

Work

Company:
E*trade financial corp
Financial consultant
Company:
Pacer financial inc - Paoli, PA
Sales consultant

Brian Beard Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderOwnerFounding MemberChief Executive

Experience & Education

Work

Company:
Marlensa group, llc
Founder, owner - import export and procurement
Company:
Merrill lynch - Northbrook, IL
Financial advisor - global private client

Jeffrey Hoffman Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeVice PresidentChief ExecutiveStudent Worker

Experience & Education

Work

Company:
Livingston, hammond & hill wealth management, llc - Salisbury, MD
Financial advisor intern
Company:
Financial management association
Vice president for student chapter

Skills

Proficient in Microsoft Office products such as Excel, Word, PowerPoint, and Access

Lindsey Hetrick Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
First financial group
Financial advisor
Company:
Penn psychiatric center
Behavior specialist consultant

Kevin Green Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPharmaceutical Sales RepresentativeSales RepresentativeSales AgentSenior Customer Service RepresentativeClient Service OfficerBachelor of ScienceRegion ManagerArea ManagerManagersCustomer Service

Experience & Education

Work

Company:
Ranbaxy
Sales representative
Company:
Axa equitable / karr barth associates - Philadelphia, PA
Financial advisor

Richard Jr Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInsurance SalespersonInsurance ProfessionalUnderwriter

Experience & Education

Work

Company:
Self employed
Insurance sales agent
Company:
First nlagara - Exton, PA
Bank financial advisor

Cesar Ojeda Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant ManagerManagers

Experience & Education

Work

Company:
Vitamin world
Assistant manager/sales
Company:
Primerica financial services
Financial consultant

Rita Manchanda Collegeville, PA

Professions & Specialties

Financial Services Sales AgentIndependent ConsultantCounselorAdvisorEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonInformation Technology SpecialistIT SpecialistGeneral ContractorConstruction ManagerIndependent Business OwnersServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAccounting BookkeeperBookkeeperChoreographerOperations ManagerBiologistBiological Scientist

Experience & Education

Position:
Independant Consultant at T &M, Inc.
Title:
Independent consultant
Location:
Collegeville, Pennsylvania
Industry:
Information Technology and Services
Work history:
T &M, Inc. Independant Consultantsince Apr 2005Agilent Technologies Data Migration and Testing SpecialistJul 2010 - Nov 2010
NCO/Financial Consultant at Aetna

Surendra Patel Collegeville, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentProduce ManagerManagerChief ExecutiveProduction ManagerOperations ManagerMaster of Business AdministrationMaster of ScienceFacilities SpecialistConstructionStudent Worker

Experience & Education

Work

Company:
Ast equity plan solutions
Vp, financial reporting product manager
Company:
Montgomery investment technology, inc - Radnor, PA
Manager, fas123r consulting

Layne Kihle Collegeville, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLogistics AnalystPlannerBuyerBuyer and SellerSales RepresentativeLogisticianManagersMaster of Business AdministrationBachelor of ScienceConstruction SpecialistConstruction LaborerProduction Manager

Experience & Education

Work

Company:
Merck and company
Planning and logistics analyst
Company:
Merck and company
Raw material buyer/planner

Richa Dhungana Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeBusiness AdministratorAnalystsBachelor of Business AdministrationStudent WorkerOperations Manager

Experience & Education

Work

Company:
Drugdev
Financial analyst
Company:
Sei investment
Access control specialist

Stephanie Macfarlane Collegeville, PA

Professions & Specialties

Capital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentOperations ManagerDirector of OperationsHuman Resource ManagerRecruitmentSales Representative

Experience & Education

Work

Company:
Wr hambrecht & co - Berwyn, PA
Operations manager
Company:
Medquist - Lincoln, RI
Human resource manager

Sean Noonan Collegeville, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorSupporting MemberAdvisorTeam MemberOperations Manager

Experience & Education

Work

Company:
Power home remodeling group
Remodeling consultant
Company:
Pepperidge farm - Denver, PA
Bakeshop associate

Raj Sekhawat Collegeville, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorMarketing ManagerMarketing AdministratorCorporate ExecutiveChief ExecutiveSales Manager

Experience & Education

Work

Company:
Mercury power house
Energy consultant
Company:
Edesigntree - Philadelphia, PA
Marketing manager

Ryan Hutchison Collegeville, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of Science

Experience & Education

Work

Company:
O sei investments company
Institutional trading specialist
Company:
O valley forge asset management - King of Prussia, PA
Portfolio assistant

Donna Genay Bethlehem, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistCertified Public AccountantAccounting BookkeeperBookkeeperRepresentativeBusiness AdministratorManagement AnalystAnalystsManagersMaster of Business AdministrationFinancial OfficerFinancial ManagerProject ManagersOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Merrill Lynch - Bethlehem, PAFinancial Advisorsince 2012Professional Sabbatical - Allentown, Pennsylvania AreaSuccessful CPA Candidate2011 - 2011
Skills:
Personal Finance, Investment Advisory, Strategic Thinking, Strategic Planning, Cross-functional...
Certifications:
ITIL Foundations, Pink Elephant
Project Management Masters Certification, Stevens Institute of Technology

Jim Franklin Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorSenior Finance ManagerOperations ManagerFinancial OfficerFinancial ManagerApprenticeProject AnalystTechnicianAnalystsTechnical SpecialistTechnical Support SpecialistsResearch AssistantResearch AssociateResearcherSurvey ResearcherResearch SpecialistResearch ScientistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationStudent Worker

Experience & Education

Position:
Finance Director, Specialty Care Business Unit at Pfizer
Title:
Finance Director, Specialty Care Commercial Development
Location:
Greater Philadelphia Area
Industry:
Pharmaceuticals
Work history:
Pfizer - Collegeville, PAFinance Director, Specialty Care Business Unitsince Aug 2011Pfizer Senior Finance Manager, Specialty Care Business UnitJun 2011 - Aug 2011
Skills:
Market Analysis, Pharmaceutical Industry, Financial Modeling, Analysis, Analytics
Senior Financial Advisor at Pfizer

Joe Delikat Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerBachelor of ScienceAutomotive SpecialistAutomotive ProfessionalConstructionAdvisorSchool AdministratorEducational Manager

Experience & Education

Position:
President at Green View Financial Services LLC, CFO - Part Time at AWE Tuning, Finance Part Time at ...
Title:
President at Green View Financial Services LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Green View Financial Services LLC - Doylestown, PA 18901Presidentsince Jan 2010AWE Tuning CFO - Part Timesince Jan 2011
Financial Consultant at Aeropulse LLC


Financial Consultants near Collegeville, PA020406080100WayneConshohockenWest ChesterBlue BellNorristownExtonPlymouth MeetingOaksBerwynPhoenixville



Financial Consultants around Collegeville, PA

Ardmore  (5)
Berwyn  (20)
Blue Bell  (28)
Conshohocken  (57)
Devon  (6)
Exton  (27)
Gladwyne  (1)
Harleysville  (5)
Hatfield  (4)
Haverford  (8)
Lansdale  (14)
Miquon  (3)
Norristown  (28)
North Wales  (12)
Oaks  (20)
Paoli  (6)
Phoenixville  (18)
Pottstown  (14)
Red Hill  (1)
Skippack  (1)
Souderton  (6)
Spring City  (1)
Telford  (5)
Valley Forge  (14)
Wayne  (97)
West Chester  (52)
West Point  (2)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Consultant  (21)