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Financial Consultants in Pennsylvania

Financial Consultants in Exton, PA

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27 results found

David Prosser Exton, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors, LLC
Title:
Financial Advisor, Senior Vice President-Investments at Wells Fargo Advisors, LLC.
Location:
Exton, Pennsylvania
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Exton, PAFinancial Advisor, Senior Vice President-Investmentssince Mar 1998
Skills:
Retirement Planning, Investments, Customer Service, Mutual Funds, Customer Satisfaction
Full Profile

Suzanne Ellis Exton, PA

Professions & Specialties

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

Experience & Education

Position:
Sales Assistant at DNB Investments & Insurance
Title:
Sales Assistant
Location:
Exton, Pennsylvania
Industry:
Financial Services
Work history:
DNB Investments & Insurance - Exton, PASales Assistantsince Aug 2011Cetera Financial Group Sales Assistant2011 - 2013
Full Profile

Mariusz Misiec Exton, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Exton, Pennsylvania
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Sep 1998
Languages:
Polish
Full Profile

George Mastrogiorgos Exton, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP®, Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Exton, Pennsylvania
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Exton, PACFP®, Financial Advisorsince Dec 2003
Full Profile

Henry Sancken Exton, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent • Operations Manager • Director of Operations • Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Assistant Manager • Managers • Business Administrator • Telemarketing Sales Representative • Telemarketing Specialist • Telemarketer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Specialist at Sovereign Bank
Location:
Exton, Pennsylvania
Industry:
Banking
Work history:
Wells Fargo - Hockessin, DERegional Bank Private Banker / Financial SpecialistOct 1998 - Oct 2011Bruegger's Bagel Bakery - Cherry Hill, NJOperations Manager/General Manager/Assistant ManagerOct 1994 - Aug 1998
Skills:
FINRA Series 6, 7, 63, 65, Retail Banking, Private Banking, Finance, Management, Consumer Lending,...
Certifications:
Life Insurance License, Delaware, Pennsylvania
Accident and Health Insurance License, Delaware, Pennsylvania
Financial Consultant at The Independence Group
Full Profile

Hitesh Gandhi Exton, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Senior Advisor • Advisor • Owner • Founder • Chief Executive • Founding Member • Model • Market Analyst • Market Research Analyst • Biotechnology Professional • Biologist • Biological Scientist • Analyst • Analysts • Operations Manager • Project Managers • Hospital Care Professional • Health Professional • Health Practitioner • Surgical Specialist

Experience & Education

Position:
Consultant at Navigant, Senior Advisor at Plexus Consulting Group, Owner at Crabarrow.com, Founder...
Title:
Consultant
Location:
Exton, Pennsylvania
Industry:
Pharmaceuticals
Work history:
Navigant Consultantsince Apr 2013Plexus Consulting Group - Washington D.C. Metro AreaSenior Advisorsince 2012
Languages:
Hindi
Full Profile

Arenthius Cooper Exton, PA

Professions & Specialties

Financial Management Analyst • Coordinator • Managers • Basketball Coach • Sports Game Coach • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Manager • Operations Manager • Sales Representative

Experience & Education

Work

Company:
Moyer academy high school
In school suspension coordinator and head varsity/jv basketball coach
Company:
Elwyn inc - Media, PA
Insurance and billing coordinator manager
Full Profile

Jeff Weaver Exton, PA

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor

Experience & Education

Work

Company:
Prospect
Realtor
Company:
Wells fargo mortgage - Lancaster, PA
Mortgage consultant
Full Profile

Laura Crouse Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable • Construction • Doctor of Medicine • Chairperson • Financial Director • Owner • Chief Executive • Financial Officer • Financial Manager • Certified Public Accountant • Accounts Payable • Accounts Payable Specialist • Biller • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor • Business Administrator • Office Clerk • Clerical Specialist • Managers • Bachelor of Science • Partner • Operations Manager • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Data Entry Specialist • Data Scientist • Recruitment

Experience & Education

Position:
Sr Project Accountant at Nason Construction
Location:
Greater Philadelphia Area
Industry:
Construction
Work history:
Nason Construction Sr Project Accountantsince Jun 2012Liberty Tax Service Preparer2012 - 2012
Acts as the lead financial advisor for assigned construction projec..
Full Profile

Lisa Elkins Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advocate • Jurist • Legal Counsel • Grant Writing Professional • Author • Business Administrator • Model • Customer Service • Client Service Officer • Chief Administrative Officer • Financial Manager • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Heathcare Advocate/Grant Writer at Self
Title:
Financial Advisor, Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Exton PAFinancial Advisorsince 2012Self - West Caln Township, PAHeathcare Advocate/Grant Writersince 2009
Full Profile

Dominic Marinucci Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Security • Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bicyclist • Racer • Vice President • Chief Executive

Experience & Education

Position:
Financial Advisor at uFinancial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UFinancial - Exton, PAFinancial Advisorsince Aug 2011Morgan Stanley Smith Barney Financial AdvisorFeb 2010 - Aug 2011
Skills:
Wealth Management, Financial Planning, Investment Advisory, Asset Allocation, Retirement Planning,...
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Jennifer Lulis State College, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Customer Service • Client Service Officer • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Consultant at Clearfield Bank &Trust
Title:
Financial Consultant at Clearfield Bank & Trust
Location:
State College, Pennsylvania
Industry:
Insurance
Work history:
Clearfield Bank &Trust Financial Consultantsince Jun 2013New York Life Insurance Company - State CollegeRegistered RepresentativeMay 2011 - Jun 2013
Full Profile

Joseph Faragasso Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Partner at uFinancial, Financial Advisor at uFinancial
Title:
Managing Partner at uFinancial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UFinancial - Exton, PAPartnersince Jun 2010UFinancial - Exton, PAFinancial Advisorsince Jun 2010
Certifications:
Series 7
Series 66
Full Profile

Michael Crowley Frazer, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Malvern, Pennsylvania
Industry:
Financial Services
Work history:
Merrill Lynch - Exton, PaFinancial Advisorsince Feb 2012DiMatteo Financial Group Financial AdvisorApr 2010 - Feb 2012
Full Profile

Jennifer Calabro Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at DNB First
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
DNB First - Exton, PaFinancial Advisorsince Jun 2000Mellon Bank Financial Relationship ManagerApr 1995 - Jun 2000
Full Profile

Stephanie Ford Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Non-Profit • Construction • Team Member • Corporate Executive • Chief Executive

Experience & Education

Position:
Accountant and Financial Consultant at Ford Consulting Services
Title:
Seasoned Public & Corporate Accountant
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ford Consulting Services - Chester County, PAAccountant and Financial Consultantsince 2010Small CPA Firm - Exton, PA 19341Accounting AssociateSep 2011 - Aug 2012
Languages:
French
Full Profile

Robert Caso Spangsville, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Vice President of Finance • Chief Executive • Vice President • Financial Officer • Financial Manager • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Partner at Tyler Allen LLC
Location:
Boyertown, Pennsylvania
Industry:
Pharmaceuticals
Work history:
Tyler Allen LLC - Boyertown, PaPartnersince Jan 2012Nuron Biotech, Inc. - Exton, PaVP Finance and AdministrationMar 2011 - Dec 2011
Full Profile

Brian Barnes Melbourne, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Account Executive • Agent • Senior Customer Service Representative • Client Service Officer • Sales Representative • Information Technology Specialist • IT Specialist • Director of National Sales • Territory Sales Manager • Region Manager • Customer Service • Area Manager • Managers • Regional Sales Consultant • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Senior Account Executive at iPipeline
Location:
Melbourne, Florida Area
Industry:
Information Technology and Services
Work history:
IPipeline - Exton, PASenior Account Executivesince Apr 2012EMSI National Sales DirectorJan 2012 - Apr 2012
Financial Advisor at UBS
Full Profile

Dan Zebrowski Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Vice President • Chief Executive • Computer Software Professional • Software Developers • Model • Operations Manager • Supervisor • Investor • Business Administrator • Managers • Physician • Hospital Care Professional • Health Professional • Health Practitioner • Accounts Payable • Accounts Payable Specialist • Recruitment

Experience & Education

Position:
VP Finance at ThingWorx
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
ThingWorx - Exton, PAVP Financesince Sep 2012McKesson Health Solutions (formerly Portico Systems) AVP FinanceJan 2006 - Nov 2012
Skills:
Profitability Improvement, Turnaround and Reengineering, Cash Management, Contract Reviews &...
Controller & Senior Financial Consultant at IT Financial
Full Profile

Jake Bucha Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Representative • Insurance Professional • Underwriter

Experience & Education

Position:
Financial Specialist at PNC Investments, Financial Advisor at IM Wealth Partners
Title:
Financial Specialist at PNC Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PNC Investments - Royersford, PAFinancial Specialistsince Mar 2013IM Wealth Partners - Jeffersonville, PAFinancial Advisorsince Aug 2011
Full Profile

Andrew Thompson Austin, TX

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Account Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Biotechnology Professional • Biologist • Biological Scientist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Advisor

Experience & Education

Position:
Senior Regional Account Manager at Celgene
Title:
Senior Regional Reimbursement Manager at Celgene
Location:
Austin, Texas
Industry:
Biotechnology
Work history:
Celgene - Austin, Texas AreaSenior Regional Account Managersince Nov 2012Celgene - Austin, Texas AreaSenior Regional Account ManagerOct 2010 - Nov 2012
Skills:
Oncology, Hematology, Medicare, Medicaid, Insurance, Pharmaceuticals, Healthcare, Pharmaceutical...
Financial Advisor/Wire Operator at Merrill Lynch
Full Profile

John Delaney Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Operations Manager • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Position:
Investment Consultant at Merrill Lynch Wealth Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Advisors - Exton PAInvestment Consultantsince Jun 2013Wells Fargo Bank Assistant Vice President, Regional Bank Private BankerMay 2010 - Jun 2013
Financial Advisor at Diamond State Financial Group
Full Profile

Jennifer Harmer Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Manager • Operations Manager • Director of Operations • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers • Software Developers

Experience & Education

Position:
Marketing Manager, Financial Advisor Services at Vanguard
Title:
Marketing Manager, Financial Advisor Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard Marketing Manager, Financial Advisor Servicessince Mar 2013Vanguard - Malvern, PAManager, Large Operations Institutional Sales Support TeamAug 2010 - Mar 2013
Full Profile

Damion Piper Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Sales Director • Operations Manager • Sales Manager • Computer Software Professional • Software Developers • Account Manager • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
SMB Sales Director at SkillSurvey, Inc
Title:
Director, SMB Market at SkillSurvey, Inc
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
SkillSurvey, Inc - Wayne, PASMB Sales Directorsince Nov 2012Bentley Systems - Exton, PARegional Account ManagerJan 2007 - Nov 2012
Skills:
12 years of selling, Public Speaking, Selling, Asset Managment, Solution Selling, Sales Process,...
Financial Advisor Assistant at Morgan Stanley
Full Profile

Rob Heebner Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Managers • Client Service Officer • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • IT Specialist

Experience & Education

Position:
Enterprise Cloud Specialist at SunGard Availability Services, Project Manager at Crestwood SP...
Title:
Enterprise Cloud Specialist at SunGard Availability Services
Location:
Greater Philadelphia Area
Industry:
Telecommunications
Work history:
SunGard Availability Services - Wayne, PAEnterprise Cloud Specialistsince Nov 2012Crestwood SP Association - Exeter Township, PAProject Managersince 1999
Financial Consultant at Diamond Credit Union
Full Profile

Diane Smith Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Payroll Administrator • Accounting Bookkeeper • Bookkeeper • Payroll Supervisor • Compensations and Benefits • Analyst • Analysts • Accounts Payable Supervisor • Accounts Payable Manager • Accounts Payable Specialist • Accounts Payable • Operations Manager • Director of Operations • Financial Officer • Financial Manager • Bachelor of Science • Floral Designer

Experience & Education

Position:
Analyst Financial Services at Pfizer
Location:
Greater Philadelphia Area
Industry:
Pharmaceuticals
Work history:
Pfizer - Exton, PAAnalyst Financial Servicessince Jun 2010Pfizer (formerly Wyeth Pharmaceuticals) Assistant Payroll Manager2008 - Jun 2011
Senior Financial Consultant at Solomon Edwards Group
Full Profile

Sean Watson Philadelphia, PA

Professions & Specialties

Producer • Sales Agent • Sales Representative • Managing Partner • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Rep at Liberty Mutual Insurance, Managing Partner at Watson & Donohue Capital
Title:
Producer Liberty Mutual Insurance
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Liberty Mutual Insurance - Media, PaSales Repsince Jan 2013Watson & Donohue Capital - Exton, PaManaging Partnersince 2009
Financial Advisor at Merrill Lynch
Full Profile

Financial Consultants near Exton, PA0265278104130WilmingtonWayneWest ChesterMediaNorristownCollegevilleBerwynOaksPhoenixvilleNewtown Square


Financial Consultants around Exton, PA

Avondale  (3)
Berwyn  (20)
Chadds Ford  (8)
Collegeville  (21)
Concordville  (3)
Devon  (6)
Downingtown  (15)
Glen Mills  (11)
Glenmoore  (1)
Hockessin  (6)
Honey Brook  (1)
Media  (35)
Norristown  (28)
Oaks  (20)
Paoli  (6)
Phoenixville  (18)
Pottstown  (14)
Spring City  (1)
Unionville  (2)
Valley Forge  (14)
Wayne  (97)
West Chester  (52)
Wilmington  (129)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Associate  (4)
Financial Consultant  (27)