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Financial Consultants in Rhode Island

Financial Consultants in Cranston, RI

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22 results found

Janice Clark Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Manager • Operations Manager • Publisher • Planner • Publishing Professional • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Support Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Support Specialist • Support Specialists

Experience & Education

Title:
Experienced Customer Service Professional seeking a new opportunity
Location:
Providence, Rhode Island Area
Industry:
Publishing
Work history:
American Mathematical Society - Providence, Rhode Island AreaMember and Customer Services ManagerJan 2003 - Aug 2012American Express Financial Advisors (now Ameriprise) - Cranston, RIFinancial Advisor/Planner2001 - 2003
Full Profile

Michael Graziano Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
AXA Advisors - Cranston, RIFinancial Consultantsince Jul 2009Fidelity Investments Sr. Regional Investment Consultant/WholesalerJun 2005 - Mar 2009
Certifications:
MBA, Providence College
CRPC, College of Financial Planning
Full Profile

Tara Pizzi Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Pharmaceuticals Professional • Druggist • Pharmacist • Master of Business Administration • Bachelor of Science • Non-Profit • Managers

Experience & Education

Work

Company:
Women & infants hospital of rhode island
Financial counselor
Company:
Deutsche bank pga golf championship - Norton, MA
Media support
Full Profile

Carl Ehmann Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Analyst • Analysts • Account Manager • Financial Analyst • Managers • Office Clerk • Clerical Specialist

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
CPA, CRPC®, Financial Advisor with the practice of Paul Di Palma
Location:
Cranston, Rhode Island
Industry:
Financial Services
Work history:
Ameriprise Financial - Cranston, RIFinancial Advisorsince 1999Halliwell Engineering Construction Claim Analyst1996 - 1999
Full Profile

Sandra Peters Cranston, RI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Financial Planner at Amerprise Financial
Title:
CRPC®, Financial Advisor
Location:
Cranston, Rhode Island
Industry:
Financial Services
Work history:
Amerprise Financial Financial Plannersince Sep 1998Blue Cross & Blue Shield of RI Facilities Management and Marketing CommunicationsJun 1988 - Sep 1998
Full Profile

Stephen Mills Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Consumer Goods Professional • Commodities Clerk • Analyst • Analysts • Juris Doctor

Experience & Education

Title:
--
Location:
Cranston, Rhode Island
Industry:
Consumer Goods
Work history:
CVS Caremark Corporation - Woonsocket, RIFinancial Consultant - Extra Bucks Program2007 - 2010Samsonite Corporation - Mansfield, MASr. Product AnalystSep 2002 - Mar 2007
Full Profile

Lisa Silva Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Receptionist • Medical Office Assistant • Medical Assistant • Healthcare Support

Experience & Education

Work

Company:
The miriam hospital / rhode island hospital
Patient financial counselor
Company:
Cranston medical
Medical receptionist
Full Profile

Griffin Flynn Cranston, RI

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Commodities Clerk • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Sales at Speidel
Location:
Cranston, Rhode Island
Industry:
Consumer Goods
Work history:
Speidel Director of Salessince Oct 2011Morgan Stanley Financial AdvisorDec 2007 - Sep 2011
Full Profile

Walter Craddock Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Lawyer • Counselor • Advisor • Team Member • Master of Science • Bachelor of Science • Chief Executive • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
The providence center
Trustee
Company:
Legal & management
Attorney/financial consultant
Full Profile

Joseph Zogby Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Management Consultant • Advisor • Management Analyst • Analysts • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Work

Company:
J.c. zogby consultants
Financial advisor/management consultant
Company:
One7 llc - Boston, MA
Chief operating officer
Full Profile

Heriberto Luna Cranston, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Strategic Financial Group
Location:
Cranston, Rhode Island
Industry:
Financial Services
Work history:
Strategic Financial Group Financial Consultantsince Jun 2001
Full Profile

Ronald Lizotte Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent

Experience & Education

Work

Company:
Amica life insurance company
Senior life sales representative
Company:
Morgan stanley - Providence, RI
Financial advisor
Full Profile

Susan Cotter Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
Met life - Warwick, RI
Financial consultant
Company:
Boston financial data services - Quincy, MA
Senior internal audit specialist
Full Profile

Andrew Shuster Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive

Experience & Education

Work

Company:
Rs inc
Vp of real estate
Company:
Oceanstate financial - Providence, RI
Financial advisor

Skills

Series 7/66
Full Profile

Mikaela Clancy Providence, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Recruitment

Experience & Education

Position:
Co-Lead of Women's Success Network's Mentoring Committee at CVS Caremark Corporation, Real Estate...
Title:
Real Estate Project Manager at CVS Caremark Corporation
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
CVS Caremark Corporation Co-Lead of Women's Success Network's Mentoring Committeesince Jan 2013CVS Caremark Corporation Real Estate Project Managersince Mar 2012
Financial Advisor at Ameriprise Financial Services
Full Profile

Christine Ryan Cranston, RI

Professions & Specialties

Sales Person • Sales Representative • Gastroenterologist • Oncologist • Cardiologist • Neuropsychiatrist • General Internist • Medical Practice Professional • Medical Practitioner • Surgical Specialist • Neurological Specialist • Neurologist • General Practitioner • Model • Vice President • Team Leader • Chief Executive • Operations Manager • Counselor • Advisor • Physician • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Consultant at Novartis Pharmaceutical, SALES CONSULTANT at NOVARTIS PHARMACEUTICAL CORPORATION
Title:
Sales Consultant at Novartis Pharmaceutical
Location:
Cranston, Rhode Island
Industry:
Pharmaceuticals
Work history:
Novartis Pharmaceutical Sales Consultantsince Sep 1999NOVARTIS PHARMACEUTICAL CORPORATION SALES CONSULTANTsince Jan 1999
FINANCIAL ADVISOR at PAINE WEBBER
Full Profile

Adam Gautie Providence, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Procurement Officer • Acquisitions Manager • Purchasing Managers • Community Service Manager • Government Administration Professional • Buyer • Buyer and Seller • Sales Representative • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Procurement Officer at Fall River Housing Authority
Location:
Providence, Rhode Island Area
Industry:
Government Administration
Work history:
Fall River Housing Authority Procurement Officersince 2010Ferguson Integrated - Raynham, MABuyerAug 2006 - May 2010
Financial Advisor at American Express Financial Ad..
Full Profile

Anthony Frisella Cranston, RI

Professions & Specialties

Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Client Service Officer • Customer Service

Experience & Education

Work

Company:
First citizens federal credit union
Portfolio representative ii
Company:
West elmwood housing development corporation - Providence, RI
Loan officer
Full Profile

Vickiann Votto Cranston, RI

Professions & Specialties

Financial Services Sales Agent • Secretary • Chief Administrative Officer • Chief Executive • Sales Manager • Sales Account Associate • Sales Executive • Clerical Specialist

Experience & Education

Work

Company:
Cranston public schools
Administrative secretary, cactc
Company:
Williams sonoma
Part time sales associate

Skills

Proficient in all aspects of Microsoft Office Suite, Skilled in operating systems. Working...
Full Profile

Christine Ryan Cranston, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Psychology Specialist • Psychologist

Experience & Education

Work

Company:
Novartis pharmaceutical corporation
Sales consultant
Company:
Novartis pharmaceutical corporation
Sales consultant
Full Profile

Michelle Snoeren Cranston, RI

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager • Sales Agent • Buyer and Seller • Owner • Operations Manager • Chief Executive • Survey Researcher

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Williams & Stuart Real Estate
870 Oaklawn Avenue, Cranston, RI 02920
For 13 years she was a Registered Financial Advisor and Director of Client Services..
Full Profile

Somalisa Ker Framingham, MA

Professions & Specialties

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

Financial Consultants near Cranston, RI0107214321428535ProvidenceWarwickSmithfieldEast ProvidenceNorth AttleboroNorth KingstownWoonsocketLincolnWest WarwickNorth Smithfield


Financial Consultants around Cranston, RI

Barrington  (4)
Bristol  (3)
Coventry  (4)
Lincoln  (7)
Pawtucket  (4)
Portsmouth  (4)
Providence  (531)
Seekonk  (3)
Smithfield  (29)
Swansea  (1)
Uxbridge  (2)
Wakefield  (4)
Warwick  (34)
West Warwick  (5)
Woonsocket  (8)

Financial Consultants in Rhode Island

Sub-specializations

Financial Associate  (1)
Financial Consultant  (22)