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Financial Consultants in Massachusetts

Financial Consultants in Danvers, MA

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16 results found

David Quintal Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounts Receivable • Tax Preparer • Tax Accountant • Sales Representative • Sales Agent • Inside Sales Representative • Equipment Tools Purchasing Agent • Client Service Officer • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Customer Service • Advisor • Business Administrator • Bachelor of Science • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Insurance Based Financial Advisor at Mutual of Omaha
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Quincy, MAInsurance Based Financial Advisorsince May 2013Edward Jones - Salem NHFinancial AdvisorApr 2012 - 2013
Skills:
General Securities Representative (Series 7), Life Insurance Producers License (NH & MA),...
Languages:
English, Spanish
Full Profile

Lindsay Lobao Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Peabody, MAFinancial Advisorsince 2007Morgan Stanley - Danvers, MAClient Service Associate2007 - 2007
Full Profile

Bill Medeiros Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Systems Analyst • Software Engineer • IT Analyst • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Business Systems Analyst at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MABusiness Systems Analystsince Mar 2005New England Pension & Benefit - Danvers MARegistered RepresentativeJan 2001 - Sep 2004
Skills:
Insurance, Mutual Funds, Fixed Annuities, Risk Management, Life Insurance, Financial Services,...
Languages:
Portuguese
Full Profile

Joseph Costa Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Service Representative at TD Bank
Title:
FSR at TD Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
TD Bank - Bradford, MAFinancial Service Representativesince Apr 2010MetLife Financial Services Financial AdvisorJan 2009 - Mar 2010
Full Profile

Jeanne Richards Danvers, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Officer • Financial Manager

Experience & Education

Work

Company:
State street bank - Boston, MA
Financial consultant
Company:
Extraprise group inc - Boston, MA
Accounting manager
Full Profile

Kevin Prickett Boston, MA

Professions & Specialties

Loan Officer • Banker • Financial Adviser • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Partner • Chief Executive • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Loan Officer at New Fed Mortgage
Location:
Greater Boston Area
Industry:
Banking
Work history:
New Fed Mortgage - Danvers, MASenior Loan Officersince Jul 2012BANK OF AMERICA MERRILL LYNCH WEALTH MANAGEMENT BANKER - VICE PRESIDENTJan 2008 - May 2012
Work closely with Financial Advisor's Client Associates to identify..
Full Profile

Debbie Lasota Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Person • Relationship Manager • Sales Representative • Account Service Manager • Client Service Officer • Computer Software Professional • Software Developers • Vice President • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Strategic Sales Consultant, Business Development at CCH A Wolters Kluwer Business
Title:
Strategic Sales Consultant, Relationship Manager
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
CCH A Wolters Kluwer Business Strategic Sales Consultant, Business Developmentsince Feb 2009JP Morgan Chase - Boston, MAVPApr 1986 - Feb 2009
Skills:
Accounting, Tax, SaaS, Salesforce.com, Financial Analysis, Account Management, Forecasting,...
The Insurance and Financial Advisor Marketing Group
Full Profile

Jeff Gray Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Claims Investigator • Insurance Examining Clerk • Claims Examiner • Customer Service • Client Service Officer • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Sports Game Coach

Experience & Education

Position:
Senior Claims Representative at Liberty Mutual Insurance, SPINNING Instructor at Beacon Hill...
Title:
SPINNING Instructor at Beacon Hill Athletic Clubs
Location:
Brighton, Massachusetts
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Westborough, MASenior Claims Representativesince Dec 2012Beacon Hill Athletic Clubs - Greater Boston AreaSPINNING Instructorsince Apr 2013
Languages:
English, Italian
Certifications:
SPINNING, SPINNING
Series 7, SPINNING
Financial Advisor at Morgan Stanley
Full Profile

Mike Crawford Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Host • Radio Host • Commercial Announcer • Presenter • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tele Sales at Comcast, Sales, Marketing, Booking, Production, On-Air Host at UnRegular Radio
Title:
Sales at Comcast
Location:
Greater Boston Area
Industry:
Internet
Work history:
Comcast Tele Salessince Apr 2013UnRegular Radio - Boston, MASales, Marketing, Booking, Production, On-Air Hostsince Jan 2011
Financial Advisor at Essex Securities
Full Profile

David Root Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member • Sales Representative

Experience & Education

Position:
Regional VP, Northeast at PageOne Financial
Title:
VP Sales and Marketing
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
PageOne Financial - Greater Boston AreaRegional VP, Northeastsince Jun 2012Direxion Funds - MD, DC, VA, PARegional Vice President- Mutual Fund SalesJan 2011 - Jul 2011
Skills:
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Assistant Financial Advisor,Para-Planner,at Ameriprise Finan..
Full Profile

Ann Fitzgerald Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Vice President, U.S. Trust Marketing at Bank of America
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bank of America - Greater Boston AreaSenior Vice President, U.S. Trust Marketingsince Sep 2005Putnam Investments AVP2003 - 2005
Skills:
Series 7 and 63 licensed, End to End Program Design and Management, Team Management, Product...
Financial Advisor at Morgan Stanley
Full Profile

John Pagliuca Danvers, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Financial Manager • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Boston advisors, llc - Boston, MA
Vice president & portfolio manager
Company:
U.s. trust company, n.a - Boston, MA
Vice president portfolio & relationship manager

Skills

Top performing wealth management professional with record of high client retention, competitive...
Full Profile

Alan Day Danvers, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Distribution Manager • Team Leader • Operations Manager • Relationship Manager • Account Service Manager • Client Service Officer • Logistician • Customer Service

Experience & Education

Work

Company:
Brown brothers harriman & co. - Boston, MA
Subcustodian expense & invoice distribution manager
Company:
Brown brothers harriman & co. - Boston, MA
Regional relationship manager and team leader

Skills

Collaborative Relationship Management; Exceptional Client Service; Negotiation; 10+ years of staff...
Full Profile

John Delande Danvers, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Agent • Account Service Manager • Sales Representative • Client Service Officer • Customer Service • Regional Sales Consultant

Experience & Education

Work

Company:
D & b employee benefits, inc
President - employee benefits insurance broker
Company:
Employee family protection, inc - Glastonbury, CT
Account executive
Full Profile

David Little Danvers, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Supporting Member • Team Member • Master of Business Administration • Bachelor of Arts

Experience & Education

Work

Company:
Neuroprime research inc
Chief operating officer
Company:
Hagin investment management - New York, NY
Full Profile

Kirk Lassiter Greenville, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Computer Software Professional • Software Developers • Senior Online Leader • Internet Marketing Manager • Web Marketer • Marketing Manager • Project Manager • Business Administrator • Market Analyst • Market Research Analyst • Manager • Marketing Director • HR Manager • Operations Manager • Chief Executive • Project Managers • Admiral • Account Service Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Software Solutions Consultant at PropertyBoss Solutions
Location:
Greenville, South Carolina
Industry:
Computer Software
Work history:
PropertyBoss Solutions - Greenville, South Carolina AreaSoftware Solutions Consultantsince 2012Independent Marketing Consultant - Southeastern U.S.Website Design and Online Marketing Specialist2008 - 2012
Skills:
Demand Generation, Channel Enalblement, Process Automation, Brand Awareness, Brand Loyalty, Thought ...
Financial Advisor & Rule 144 Specialist at Morgan..
Full Profile

Financial Consultants near Danvers, MA09161,8322,7483,6644,580BostonAndoverWoburnPeabodyLynnNorth AndoverMaldenReadingSalemSomerville


Financial Consultants around Danvers, MA

Andover  (40)
Boston  (4,577)
Boxford  (3)
Chelsea  (4)
Essex  (1)
Everett  (5)
Gloucester  (7)
Groveland  (2)
Haverhill  (11)
Ipswich  (3)
Lawrence  (11)
Lynn  (17)
Malden  (16)
Manchester  (5)
Marblehead  (9)
Medford  (12)
Melrose  (9)
Middleton  (4)
North Andover  (17)
Peabody  (17)
Reading  (14)
Rowley  (2)
Salem  (14)
Saugus  (4)
Somerville  (14)
Swampscott  (7)
Topsfield  (4)
Wakefield  (12)
Wenham  (3)
Wilmington  (11)
Winchester  (7)
Woburn  (31)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (16)
Funder  (1)