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Financial Consultants in Dartmouth, MA

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9 results found

Joshua Pacheco Dartmouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManager in TrainingManagersSales RepresentativeObject Manipulation Specialist

Experience & Education

Position:
Financial Advisor at Financial Planning Alternatives, Inc
Title:
Financial Advisor
Location:
South Dartmouth, Massachusetts
Industry:
Financial Services
Work history:
Financial Planning Alternatives, Inc Financial Advisorsince Jun 2011Merrill Lynch - Providence, Rhode Island AreaPractice Management Trainee2009 - 2011
Languages:
English, Portuguese, Spanish

Michael Sullivan Dartmouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerVice PresidentOperations ManagerChief ExecutiveMarketing ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Resident Manager, Vice President, Financial Advisor at Morgan Stanley
Title:
Resident Manager, Vice President, Financial Advisor at Morgan Stanley Wealth Management
Location:
North Dartmouth, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley - No. Dartmouth, MA.Resident Manager, Vice President, Financial Advisorsince Jan 2000Fahnestock & Co. Branch ManagerJan 1992 - Jan 2000

Simon Micaelian Dartmouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitmentClient Service OfficerPackage HandlerDeliverymanCourierDriversCustomer ServiceIndependent ConsultantManagersTechnical SpecialistTechnical Support SpecialistsAdministrative ClerkClerical SpecialistCounselorAdvisorHigh School DiplomaSoftware DeveloperSoftware DevelopersSystems AdministratorComputer Systems AdministratorOperations ManagerConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
National settlement solutions - Sudbury, MA
Certified financial counselor
Company:
United parcel service (ups) - Dartmouth, MA
Package handler; driver helper

Skills

Languages & Scripts: HTML, Java, JavaScript, mySQL, SQL, PHP, TCP/IP. Hardware &...

Sam Barrows Dartmouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDriversAdvisorOffice ClerkClerkClerical SpecialistChairpersonFounderChief ExecutiveFounding MemberExecutorTrust Law AttorneyLawyers

Experience & Education

Title:
Sales - Business to Business at Upsource, Inc.
Location:
South Dartmouth, Massachusetts
Industry:
Investment Management
Work history:
Upsource, Inc. - New Bedford, MASales - Business to BusinessJun 2013 - Jul 2013Places To Go LLC Part Time DriverOct 2012 - Mar 2013
Languages:
English, French

Christopher Mclain Dartmouth, MA

Professions & Specialties

ControllerAnalystAnalysts

Experience & Education

Work

Company:
Beth-el
Controller
Company:
Blue cross blue shield - Providence, RI
Statistical analyst

Sean Connors Dartmouth, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorE-Commerce DirectorData Product Marketing DirectorMarketing ManagerCorporate ExecutiveChief ExecutiveBachelor of Arts

Experience & Education

Work

Company:
Colonial honda of dartmouth - Dartmouth, MA
General sales manager
Company:
E-commerce director of sales

Michael Moniz Dartmouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerRetail Store ManagerRetail Sales ManagerOwnerChief ExecutiveSales ManagerBachelor of ScienceCustomer Service

Experience & Education

Work

Company:
Starwood hotels
Company:
Citizens financial group, inc - Cranston, RI
Business phonebank specialist

Paul Pezza Richmond, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCompliance OfficerBank ExaminerFinancial Compliance ExaminerAuditorDirector of Quality ControlCompliance ManagerAdjunct InstructorHigh School PrincipalLecturerPostsecondary TeacherSchool AdministratorEducational ManagerPsychologistPsychology SpecialistBusiness AdministratorAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief ExecutiveProduction ManagerOperations ManagerStudent WorkerInformation Technology SpecialistIT SpecialistGovernment Service ExecutiveGovernment Administration OfficerCivil ServantSales RepresentativeDefense AttorneyLawyers

Experience & Education

Position:
Compliance Officer at EXL Service
Title:
Compliance Officer at EXL
Location:
Richmond, Virginia Area
Industry:
Outsourcing/Offshoring
Work history:
EXL Service - Richmond, Virginia AreaCompliance Officersince Feb 2013Premier Education Group - New Bedford, MAAdjunct Instructor2012 - 2013
Languages:
Italian, Khmer
Certifications:
FINRA Series 24, FINRA
FINRA Series 7, FINRA
Senior Financial Consultant at Bank of America

Nicole Crowder Boston, MA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentHospital Care ProfessionalHealth ProfessionalHealth PractitionerDirectorOperations ManagerCertified Nurse AideNurseNurse PractitionerSales ManagerSales DirectorSales AgentSales RepresentativeLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOffice ClerkClerical Specialist

Experience & Education

Position:
Student at Bristol Community College
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Bristol Community College - Fall RiverStudentsince Nov 2012Golden LivingCenters - Middleboro MaDirector of Admissions, Sales and MarketingMay 2012 - Sep 2012
Insurance based financial advisor at Mutual of Omaha


Financial Consultants near Dartmouth, MA0107214321428535ProvidenceWarwickMiddletownEast ProvidenceNew BedfordMansfieldFall RiverEastonFalmouthEast Bridgewater



Financial Consultants around Dartmouth, MA

Barrington  (4)
Bristol  (3)
Carver  (1)
Easton  (9)
Fairhaven  (2)
Fall River  (12)
Falmouth  (9)
Halifax  (2)
Mansfield  (13)
Marion  (6)
Mattapoisett  (3)
Middleboro  (4)
Middletown  (29)
New Bedford  (15)
Norton  (5)
Pawtucket  (4)
Portsmouth  (4)
Providence  (531)
Raynham  (4)
Rochester  (1)
Seekonk  (3)
Swansea  (1)
Taunton  (7)
Tiverton  (2)
Wareham  (2)
Warwick  (34)

Financial Consultants in Massachusetts

Sub-specializations

Banker  (19)
Financial Consultant  (10)