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Financial Consultants in New Jersey

Financial Consultants in Fairfield, NJ

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26 results found

Daniel Bierals Morristown, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor and Registered Representative at O'Dowd Bierals Wealth Advisors, LLC
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
O'Dowd Bierals Wealth Advisors, LLC - Morristown, NJFinancial Advisor and Registered Representativesince May 2012New England Financial - Fairfield, NJFinancial AdvisorJul 2008 - May 2012
Full Profile

Christopher Scheider Fairfield, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Advocate • Jurist • Legal Counsel

Experience & Education

Work

Company:
The print shop
Sales representative
Company:
New england financial - Fairfield, NJ
Financial advisor
Full Profile

Rishi Jain Fairfield, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Founder • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Manager • Promotions Manager • Operations Manager • Editor • Bachelor of Science • Business Administrator • Advisor

Experience & Education

Work

Company:
Toogens
Founder/ceo
Company:
Vertical search works - New York, NY
Account manager
Full Profile

Matt O'hara New York, NY

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 • Operations Manager • Master of Science • Student Worker

Experience & Education

Title:
10 yrs of inv. industry success based on relationship building, asset allocation, analytical and communication strengths
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fidelity Investments - New York, NYFinancial Advisor / Certified Financial Planner TM2010 - 2013Merrill Lynch - Wayne, NJFinancial Advisor / Certified Financial Planner TM2007 - 2010
Skills:
Portfolio Management, Investment Policy setting, Communication, Investment strategy development,...
Full Profile

Julio Leaty New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Account Service Manager • Client Service Officer • Operations Manager • Director of Operations • Project Managers • Production Manager • Chief Executive • Supervisor • Advisor • Managers • Bachelor of Science • Customer Service

Experience & Education

Position:
Financial Advisor at VALIC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
VALIC - Newark, NJFinancial Advisorsince Oct 2012Aflac - Fairfield, NJIndependent AgentMar 2012 - Oct 2012
Languages:
Spanish
Full Profile

George Plock New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Sales Agent • Sales Representative • Buyer and Seller • Model • Advisor • Leader • Service Operations Expert • Managers

Experience & Education

Position:
Financial Advisor at R. Seelaus & Co., Inc.
Title:
Financial Advisor, R. Seelaus & Co., Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
R. Seelaus & Co., Inc. Financial Advisorsince Nov 2012Marathon Financial Services OwnerAug 2008 - Oct 2012
Full Profile

Sacha Wilson Town Center, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service

Experience & Education

Position:
Estate Continuity Planning at Acacia Planning, Account Executive at GetX Trading
Title:
Financial Consultant/Managing Director Acacia Planning LLC
Location:
West Orange, New Jersey
Industry:
Financial Services
Work history:
Acacia Planning - West Orange, NJEstate Continuity Planningsince Jan 2013GetX Trading Account Executivesince Jan 2013
Full Profile

John Cimins New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Biotechnology Professional • Biologist • Biological Scientist • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Eastern Regional Sales Manager at Repligen Corporation
Location:
Greater New York City Area
Industry:
Biotechnology
Work history:
Repligen Corporation Eastern Regional Sales Managersince Jun 2010New England Financial, A MetLife Company - Fairfield, NJFinancial AdvisorMar 2008 - Jun 2010
Full Profile

Joanna Jervis New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative

Experience & Education

Position:
Senior Financial Advisor/Branch Manager at Summit Brokerage Services, Inc.
Title:
Senior Financial Advisor at Summit Brokerage Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Summit Brokerage Services, Inc. - Fairfield, NJSenior Financial Advisor/Branch Managersince Feb 2012Summit Brokerage Services, Inc. - Fairfield, NJRegistered Sales AssistantAug 2011 - Feb 2012
Certifications:
NJ Insurance Producer License, NJ Dept. of Banking & Insurance
Full Profile

Ivana Lotoshynski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Insurance Professional at Ivana Lotoshynski
Title:
Insurance Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ivana Lotoshynski - 277 Fairfield Rd., Suite 212, Faifield, NJ 07004Insurance Professionalsince May 2012Investment Professionals, Inc. - Berkeley Heights, NJFinancial Consultant through Hilltop Community BankOct 2008 - May 2012
Full Profile

Greg Wool New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Vice President • Chief Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC. - Fairfield, NJFinancial Advisorsince May 2011Edward Jones - Stirling, NJFinancial AdvisorJun 2007 - May 2011
Full Profile

Dawn Niles New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Council Assistant • Civil Servant • Associate Professor • Lecturer • Postsecondary Teacher • Business Consultant • Non-Profit • Managers • Advisor • Master of Arts • Bachelor of Science • Graphic Design Specialist • Graphic Designer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
Ward B Council Aide at Jersey City, Financial Advisor at New England Financial, A MetLife Company,...
Title:
Ward B Council Aide
Location:
Greater New York City Area
Industry:
Higher Education
Work history:
Jersey City - Jersey CityWard B Council Aidesince Jul 2013New England Financial, A MetLife Company - Fairfield, NJFinancial Advisorsince Nov 2011
Skills:
Series 6, Series 63, Life Insurance, Outlook, Event Management, Philanthropy, Conflict Resolution,...
Full Profile

Brian Lopez New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor

Experience & Education

Position:
Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Location:
New York, New York
Industry:
Banking
Work history:
JPMorgan Chase Bank, N.A. - New York, NYVice President, Private Client Advisorsince Dec 2008Merrill Lynch - Wayne, NJGlobal Wealth Management - Financial AdvisorAug 2007 - Dec 2008
Skills:
Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments,...
Full Profile

James Stein New York, NY

Professions & Specialties

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

Experience & Education

Position:
Sr. Registered Client Associate at Wells Fargo Advisors, LLC
Title:
Sr. Registered Client Associate Wells Fargo Advisors LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Fairfield, NJSr. Registered Client Associatesince Jan 2008A.G. Edwards V.P.Aug 2006 - Dec 2007
Financial Advisor
Full Profile

Ana Riewerts New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince Sep 2005Morgan Stanley - Fairfield, NJFinancial Advisor1999 - 2005
Full Profile

Richard Hayes New York, NY

Professions & Specialties

Loan Officer • Loan Officers • Vice President • Founder • Chief Executive Officer • Chairperson • Partner • Chief Executive • Founding Member • Corporate Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Pilot • Air Transportation Worker

Experience & Education

Position:
Sr. Operations Executive at ABM Industries
Title:
Sr. Operations Executive: Business Development, Operations Leadership
Location:
New York, New York
Industry:
Facilities Services
Work history:
ABM Industries - New York, NYSr. Operations Executivesince Jun 2009Horizon Financial Corporation - Fairfield, NJFounder/CEO/PresidentJun 1990 - Feb 2009
..study leading to award of Chartered Financial Consultant designation
Full Profile

Bill Mcguire New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Marketing Consultant • Advertising Professional • Market Analyst • Market Research Analyst • Advertising Sales Agent • Partner • Chief Executive • Operations Manager • PR and Communications Professional • Public Relations Professinal • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal, Marketing Consultant at W.M.McGuire, Marketing Consultant at MarketCounsel
Title:
Principal, Marketing Consultant at W.M.McGuire
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
W.M.McGuire - Fairfield, NJPrincipal, Marketing Consultantsince May 2013MarketCounsel Marketing Consultantsince Jan 2010
Skills:
Marketing Communications, Direct Marketing, Integrated Marketing, Public Relations, Marketing,...
Financial Advisor Magazine
Full Profile

Ken Felix New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Consumer Goods Professional • Commodities Clerk • Financial Manager • Financial Director • Financial Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Talent Acquisition Advisor • Talent Agent • Recruitment • Master of Business Administration • Bachelor of Science • Business Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Financial Analyst-Consultant at GlaxoSmithKline
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
GlaxoSmithKline - ParsippanyFinancial Analyst-Consultantsince Jun 2012Ontel Products Corp. - Fairfield, NJFinancial ManagerAug 2011 - Oct 2011
Financial Consultant at PRUDENTIAL GROUP CREDIT IN..
Full Profile

Stephanie Cortinhal New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Receptionist • Front Desk Clerk • Security • Office Clerk • Clerical Specialist • Front Office Receptionist • Customer Service • Client Service Officer • Chief Administrative Officer • Chief Executive • Organization Management • Sales Representative • Operations Manager • Data Entry Specialist • Data Scientist • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Bachelor of Science • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Assistant at Kirshenbaum Bond Senecal + Partners
Location:
Greater New York City Area
Industry:
Banking
Work history:
Kirshenbaum Bond Senecal + Partners - Greater New York City AreaExecutive Assistantsince Apr 2013Kirshenbaum Bond Senecal + Partners - New York, NYReceptionistNov 2012 - Apr 2013
Languages:
English, Portuguese, Spanish
Screened and prospected resumes for Financial Advisor opportunities in the office
Full Profile

Oskar Mielczarek New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Chairperson • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analysts

Experience & Education

Position:
Managing Director at AIAC - American Industrial Acquisition Corporation
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AIAC - American Industrial Acquisition Corporation - New YorkManaging Directorsince Dec 2012Polish & Slavic Federal Credit Union - Fairfield, NJPresident & CEO2011 - Jul 2012
Languages:
Spanish, Polish, Japanese, Mandarin, French
Consultant / Advisor at Independent Financial Consultant
Full Profile

Andrew Mancini New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Trade Support Analyst at Wealth and Investment Management at Barclays
Title:
Trade Support Analyst at Barclays
Location:
New York, New York
Industry:
Investment Management
Work history:
Wealth and Investment Management at Barclays - New York, NYTrade Support Analystsince Aug 2011Wealth and Investment Management at Barclays - New York, NYPerformance AnalystJun 2010 - Aug 2011
Skills:
Fixed Income Trading, Options, International Equities, Bloomberg, Investment Strategies, Private...
Financial Advisor Intern at Financial Principles
Full Profile

Heather Kudlach Norwalk, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Account Service Manager • Buyer • Client Service Officer • Buyer and Seller • Sales Representative • Customer Service • Supplier • Equipment Tools Purchasing Agent • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Chief Brand Officer • Chief Administrative Officer • Chief Executive • Bachelor of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Student Worker

Experience & Education

Position:
Trade Marketing-On-Premise Channel Lead Region 1 at Anheuser-Busch InBev
Title:
Anheuser-Busch Inc.
Location:
Norwalk, Connecticut
Industry:
Food & Beverages
Work history:
Anheuser-Busch InBev - connecticut & metro new yorkTrade Marketing-On-Premise Channel Lead Region 1since Nov 2012Anheuser-Busch - jersey city, njOn-Premise Key Accounts ManagerNov 2010 - Nov 2012
Acted as a liaison between a Financial Advisor and numerous clientele
Full Profile

Keith Jolliffe Wall Township, NJ

Professions & Specialties

Financial Center Manager • Banker • Analyst • Analysts • Credit Analyst • Loan Accountant • Assistant Vice President • Vice President • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Model • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Senior Credit Analyst at Bloomberg Financials LP
Title:
Well Diversified Analyst
Location:
Howell, New Jersey
Industry:
Investment Management
Work history:
Bloomberg Financials LP - Skillman, NJSenior Credit Analystsince 2008Bank of America Assistant Vice PresidentApr 2006 - Jul 2008
Certifications:
Studying for CFA designation
Licensed Financial Consultant II at PNC
Full Profile

Sandy Wong New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Master of Science • Managers

Experience & Education

Position:
Vice President, Investment Bank Compliance Education at JPMorgan Chase, Vice President, Global...
Title:
Vice President, Investment Bank Compliance Education at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Greater New York City AreaVice President, Investment Bank Compliance Educationsince Jan 2013JPMorgan Chase - Greater New York City AreaVice President, Global Compliance Trainingsince Jul 2012
Financial Advisor
Full Profile

Daniel Rosen Boulder, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computer Software Professional • Software Developers • Analyst • Analysts • Application Support • Data Analyst • Computational Scientist • Information Technology Specialist • Software Developer • Systems Administrator • Computer Systems Administrator • Systems Support Specialist • Support Specialists • Data Entry Specialist • Data Scientist • Computer Scientists • IT Specialist • Counselor • Apprentice • Advisor • Drivers • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Workstation Support at National Center for Atmospheric Research
Location:
Boulder, Colorado
Industry:
Computer Software
Work history:
National Center for Atmospheric Research - Boulder, COWorkstation Supportsince Oct 2012Random House - New York, NYAnalyst, Application SystemsAug 2006 - Mar 2012
Skills:
Access, C, Java, Microsoft Office, VBA, Excel, SAP, XNA, C#, SAP R/3, Mac OS X, Windows, Ethernet,...
Financial Advisor Intern at Morgan Stanley
Full Profile

Christopher Pacicco New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Assistant Vice President, GDL Fund at Gabelli Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Gabelli Asset Management Assistant Vice President, GDL Fundsince May 2013Gabelli Asset Management Mutual Fund Portfolio AdministratorJun 2012 - Apr 2013
Skills:
Series 7, Series 63
Financial Advisor Intern at UBS
Full Profile

Financial Consultants near Fairfield, NJ021426384105NewarkMorristownParsippanyFlorham ParkShort HillsWayneLivingstonPatersonMontclairBloomfield


Financial Consultants around Fairfield, NJ

Belleville  (17)
Bloomfield  (25)
Bloomingdale  (1)
Cedar Knolls  (1)
Clifton  (21)
East Hanover  (11)
East Orange  (10)
Elmwood Park  (6)
Essex Fells  (1)
Fair Lawn  (18)
Florham Park  (68)
Glen Ridge  (2)
Haskell  (1)
Irvington  (4)
Lincoln Park  (1)
Livingston  (29)
Madison  (10)
Maplewood  (11)
Millburn  (11)
Montclair  (26)
Morristown  (98)
Newark  (104)
Nutley  (9)
Oakland  (3)
Orange  (5)
Parsippany  (69)
Paterson  (27)
Pine Brook  (3)
Roseland  (12)
Short Hills  (49)
South Orange  (10)
Springfield  (9)
Summit  (23)
Towaco  (2)
Vauxhall  (1)
Verona  (2)
Wayne  (38)
Whippany  (4)
Wyckoff  (11)

Financial Consultants in New Jersey

Sub-specializations

Financial Associate  (2)
Financial Consultant  (26)