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Financial Consultants in New Jersey

Financial Consultants in Florham Park, NJ

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68 results found

Gregg Whitehead Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computational Scientist • Computer Scientists • Administrative Associate • Construction • Administrative Clerk • Clerical Specialist • Client Service Officer • Doctor of Medicine • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Administrator • Advertising Professional • Marketing Professional • Advertising Sales Agent • Entertainment Professional • Entertainer • Student Worker • Customer Service • Marketing Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Florham Park, New JerseyFinancial Advisorsince Apr 2012CBIZ Business DevelopmentMay 2011 - Apr 2012
Skills:
Life Insurance, Fixed Annuities, Investments, Mutual Funds, Long-term Care, Wealth Management,...
Full Profile

Joseph Troy Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Secretary • Corporate Executive • Chief Executive • Operations Manager • Advertising Sales Agent

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
MBA, CRPC®, Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Oct 2007LeTip International Secretary2009 - 2012
Full Profile

Igor Fastov Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyer

Experience & Education

Position:
Vice President, Financial Advisor at Merrill Lynch
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Florham Park, NJVice President, Financial Advisorsince Jan 2006Morgan Stanley Financial AdvisorNov 2001 - Nov 2006
Full Profile

Glenn Weiss Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President/Investments - Stifel at Stifel Financial Corp.
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Florham Park, New JerseyFirst Vice President/Investments - Stifelsince Mar 1991
Financial Advisor
Full Profile

Mark Dzamba Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Title:
Finanical Advisor, Vice President at Ameriprise Financial Services, Inc.
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, Vice Presidentsince Jun 1994H&R Block Financial Advisors Vice President of InvestmentsApr 2006 - Nov 2008
Full Profile

Ken Vostal Morristown, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Morgan Stanley Wealth Management
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Florham Park, NJFinancial Advisorsince Apr 2001Merrill Lynch Financial AdvisorAug 1990 - Apr 2001
Full Profile

Lou Capolino Florham Park, NJ

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 Wealth Management, Bank of America Corporation
Title:
Financial Advisor
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Oct 2012
Languages:
English
Full Profile

Brian Eisenman Florham Park, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, Associate Vice Presidentsince Apr 2009
Full Profile

David Morton Florham Park, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 200 Campus Drive Florham Park, NJFinancial Advisorsince Oct 2008H&R Block Financial Advisors, acquired by Ameriprise Financial Services in November 2008 David Morton1992 - Jul 2011
Full Profile

Steven Brisgel Florham Park, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Steven k. brisgel
First vice president, financial advisor
Full Profile

Christian Dirienzo Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Sports Trainer • Sports Trainers

Experience & Education

Work

Company:
Morgan stanley smith barney - Florham Park, NJ
Financial advisor associate
Company:
Soccer for life - Millburn, NJ
Coach/trainer
Full Profile

Mark Jordan Morristown, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Director • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Marketing Manager • Chief Executive • Master of Business Administration • Bachelor of Business Administration • Master of Science • Sports Trainers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Director at Excutive Recruiter (Wealth Management)
Title:
Wealth Management Recruiter
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
Excutive Recruiter (Wealth Management) - ManhattanDirectorsince Jun 2013Citi Personal Wealth Management - Greater New York City Area/ New JerseyInvestment Consultant Manager NY/NJJul 2010 - Jan 2013
Financial Advisor at BB&T
Full Profile

Jenica Roffina Madison, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Regional Vice President • Vice President • Chief Executive • Master of Business Administration • Bachelor of Science • Bachelor of Arts • Master of Science • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sales
Location:
Madison, New Jersey
Industry:
Wholesale
Work history:
Life Time Fitness - Florham Park, NJSales ManagerFeb 2011 - Dec 2012Pacific Life Regional Vice PresidentMay 2006 - Jun 2010
Financial Advisor at Morgan Stanley
Full Profile

Michael Griffin Florham Park, NJ

Professions & Specialties

Volunteer • Counselor • Non-Profit • Advisor • Co-Founder • Founder • Founding Member • Chief Executive • Agent • Sales Representative • Team Member • Operations Manager • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
"restore the shore project"
Volunteer
Company:
Suburban basketball camp
Co-founder/counselor
Full Profile

Ashley Inserra Florham Park, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Leader • Analysts • Managers • Non-Profit • Administrative Clerk • Clerical Specialist • Master of Arts • Special Education Professional • Special Education Professors • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Somerset hills learning institute
Behavior analyst/ module leader
Company:
P.s. 32k samuel mills sprole school - Brooklyn, NY
Student teacher

Skills

Microsoft Office
Full Profile

Sergio Bordenabe Florham Park, NJ

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Customer Service

Experience & Education

Work

Company:
Heartland payment systems
Relationship manager outside sales
Company:
Wunderlich securities - Parsippany, NJ
Vice president outside sales institutional fixed income

Skills

Series 3, 7, 30, 55, 63 and 66; Bilingual (English/Spanish)
Full Profile

Alexa Senerchia Florham Park, NJ

Professions & Specialties

Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Apprentice • Production Assistant • Non-Profit • Manufacturing Laborer • Laborer • Bachelor of Science

Experience & Education

Work

Company:
Nourison
E-commerce specialist
Company:
Bcb bank - South Orange, NJ
Teller
Full Profile

Theodore Mcevoy Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Recognition • Team Member • Clerk • Clerical Specialist • Magistrate • Justice of The Peace • Administrative Court Justice • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Advertising Professional • Advertising Sales Agent

Experience & Education

Office:
Greenberg Traurig, LLP
200 Park Avenue, Florham Park, NJ 07932
Phone:
(973) 360-7900 (Phone), (973) 301-8410 (Fax)
Specialties:
Litigation, Intellectual Property Litigation
ISLN:
915142536
Admitted:
2000, New York and New Jersey, U.S. District Court for the District of New Jersey
Biography:
Ted McEvoy is an associate in the Litigation Practice of Greenberg Traurig's New Jersey office. Ted ...
Litigated fee application on behalf of financial advisor in bankruptcy court
Full Profile

Gregory Souran Florham Park, NJ

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Buyer's Agent, Purchase Loan, Refinancing, JUMBO, FHA,VA,,203-K,USDA, CONV
Work:
The Money Store
30 B- Vreelend Rd, Florham Park, NJ 07932
I was a financial advisor/trader in Wall Street for 29 yea..
Full Profile

Fred Daveiga New York, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Investor • Manager • Operations Manager • Managers • Financial Manager • Computer Software Professional • Software Developers • Sales Representative

Experience & Education

Position:
Financial Advisor and Investment Manager at Regal Wealth Advisors
Title:
CPA, Financial Planner and Investment Advisor at Regal Wealth Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Regal Wealth Advisors - Florham Park, NJFinancial Advisor and Investment Managersince Jul 2011Fairleigh Dickinson University Private Investor andMay 2008 - Jun 2011
Skills:
Comprehensive and Tactical Financial Planning, Portfolio Analysis and Diversified Asset Management, ...
Languages:
English, Portuguese, Spanish
Certifications:
Certified Public Accountant
Securities Licenses: General Securities Representative (Series 7) and Uniform Combined-Securities Agent and Investment Advisor-State Law Exam (Series 66)
Full Profile

Marcus Place Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Solutions Advisor at Bank of America Merrill Edge
Title:
Financial Advisor at Bank of America Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Bank of America Merrill Edge Financial Solutions Advisorsince Aug 2012Wake Forest University Risk ManagerOct 2010 - May 2012
Full Profile

Stuart Pulvirent New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive • Corporate Executive • Vice President • Financial Manager • Founding Member • Analysts

Experience & Education

Position:
Financial Advisor - Wealth Management at Merrill Lynch
Title:
Merrill Lynch Wealth Management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Florham Park, NJFinancial Advisor - Wealth Managementsince Mar 2012Merlin Securities - Greater New York City AreaSenior Research AnalystJul 2011 - Dec 2011
Skills:
Wealth Management, Research Management, Equity Research, Hedge Funds, Equities, Investments,...
Certifications:
Series 7, 24, 55, 63, 66 and 86/87, FINRA
Full Profile

David Hudak New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Speaker • Volunteer • Supporting Member • Advisor • Spokesperson • Representative • Non-Profit • Team Member • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Consultant at Portfolio Evaluations, Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Portfolio Evaluations, Inc - Warren, NJSenior Consultantsince Jan 2006ADP Retirement Services - Florham Park, NJSenior Key Account Representative2002 - 2006
Skills:
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined...
Full Profile

Elizabeth Van Houten New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Advisor Representative at Financial Network/Cetera Advisor Networks, LLC Member FINRA/SIPC
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Financial Network/Cetera Advisor Networks, LLC Member FINRA/SIPC - 25A Vreeland Road, Suite 303, Florham Park, NJ 07932Investment Advisor Representativesince Aug 2004Prudential Insurance - Newark, NJReal Estate Consultant, Commercial Real Estate Department1976 - 1980
Certifications:
Certificate in Financial Planning, Fairleigh Dickenson University
Series 7 and 66, Financial Industry Regulatory Authority (FINRA)
Full Profile

Michael Ferrari New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Advisor • Recognition • Student Worker • Chief Executive • Advertising Sales Agent

Experience & Education

Position:
Financial Administrator at Ogilvy CommonHealth Worldwide
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ogilvy CommonHealth Worldwide Financial Administratorsince Aug 2013Oppenheimer & Co. - Florham Park, NJFinancial Advisor InternJun 2012 - Aug 2012
Full Profile

Nicholas Salamone New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Marketing Manager • Senior Online Leader • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Florham Park, NJFinancial Advisorsince Jun 2012Johnny's Marina - Hopatcong, New JerseyChief Operating OfficerMay 2003 - Dec 2011
Full Profile

Christopher Tekieniewski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • District Manager • Operations Manager • Region Manager • Order Clerk • Agent • Sales Representative • Area Manager • Managers • Project Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Conversion Manager at ADP
Location:
Greater New York City Area
Industry:
Information Services
Work history:
ADP - Florham Park, NJConversion ManagerMar 2007 - Oct 2011Advanced Benefits, Wealth Outfitters & AG Edwards - NYC,NYCNY Institution Sales (OTC) Order ClerkJun 2006 - Mar 2007
Financial Advisor and Conversion Manager throughou..
Full Profile

Gerald Tobia New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Florham Park, NJFinancial Advisorsince Apr 2011PACCESS East Coast SalesFeb 2010 - Sep 2010
Full Profile

Nancy Barker Jersey City, NJ

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President at Pershing LLC a BNY Mellon Company
Location:
Jersey City, New Jersey
Industry:
Financial Services
Work history:
Pershing LLC a BNY Mellon Company - Jersey City, NJAssistant Vice Presidentsince Oct 2004RBC - Florham Park, NJFinancial AdvisorJul 1998 - Oct 2004
Languages:
German
Full Profile

Matthew Cummins New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Coordinator • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Market Analyst • Market Research Analyst • Counselor • Advisor • Manager • Sales Manager • Operations Manager • Bookkeeper

Experience & Education

Position:
Senior Internal Sales Coordinator at ADP
Location:
Greater New York City Area
Industry:
Market Research
Work history:
ADP - Florham Park, NJSenior Internal Sales Coordinatorsince Dec 2010NEW YORK LIFE INSURANCE CO Account ConsultantMar 2009 - Jun 2009
Certifications:
Series 6, Securities License
Series 63, Securities License
Answer financial advisor inbound calls
Full Profile

Nicholas Kelly New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Advertising Professional • Advertising Sales Agent • Region Manager

Experience & Education

Position:
Member Engagement Advisor at Life Time Fitness
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Life Time Fitness - Florham Park, NJMember Engagement Advisorsince Jun 2013Merrill Lynch - Florham ParkFinancial Advisor, CSNAJan 2012 - Jun 2013
Full Profile

Neal Teicher 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

Experience & Education

Position:
Vice President at Morgan Stanley Wealth Management
Title:
Vice President Financial Advisor Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 400 Campus Dr Florham Park NJ 07932Vice Presidentsince Mar 2013Merrill Lynch Vice PresidentDec 2006 - Mar 2013
Skills:
Fixed Income, Management, Mortgage Lending, Equities, Fixed Annuities, Portfolio Management,...
Full Profile

Robert Dicerbo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Financial Network
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Financial Network - Florham Park, NJFinancial Advisorsince Oct 2012Merrill Lynch .Nov 2010 - Sep 2012
Full Profile

Kenneth Levene New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Global Wealth Management at Morgan Stanley Smith Barney
Title:
Senior Vice President - Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Short Hills NJSenior Vice President - Global Wealth Managementsince May 2008Citi Smith Barney - Florham Park NJSenior Vice President - Wealth ManagementMay 1989 - May 2008
Full Profile

Jeremy Mykulak Atlanta, GA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Wealth Strategy Associate at UBS
Location:
Greater Atlanta Area
Industry:
Investment Management
Work history:
UBS - Atlanta, GAWealth Strategy Associatesince Mar 2013Merrill Lynch - Florham Park, NJFinancial AdvisorJun 2012 - Nov 2012
Full Profile

David Weinerman New York, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Partner • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director | Financial Advisor | Global Wealth Management | CERTIFIED FINANCIAL PLANNER™ at...
Title:
Executive Director | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Florham Park, NJExecutive Director | Financial Advisor | Global Wealth Management | CERTIFIED FINANCIAL PLANNER™since 1991
Full Profile

Michael Ricca New York, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Partner • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Director | Financial Advisor | Global Wealth Management | CERTIFIED FINANCIAL PLANNER™ at...
Title:
Executive Director | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Florham Park, NJExecutive Director | Financial Advisor | Global Wealth Management | CERTIFIED FINANCIAL PLANNER™since May 1991
Full Profile

Glenn Krause New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Ameriprise Financial Services,Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 200 Campus Drive, Suite 150, Florham Park, NJFinancial Advisorsince Sep 2011Charles Schwab - Morristown, NJFinancial ConsultantFeb 2007 - Sep 2011
Full Profile

Michael Tartaglia New York, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President - CERTIFIED FINANCIAL PLANNER™ -Financial Advisor at Morgan Stanley
Title:
Vice President - Financial Advisor, CERTIFIED FINANCIAL PLANNER™ at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Short Hills, NJ 07078Vice President - CERTIFIED FINANCIAL PLANNER™ -Financial Advisorsince Oct 2007AG Edwards and Sons - Short Hills, NJ 07078Vice President - CERTIFIED FINANCIAL PLANNER™Feb 2002 - Oct 2007
Certifications:
CERTIFIED FINANCIAL PLANNER™, CFP Board
Full Profile

Judy Dinardo New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Assistant Vice President - Investments at Wells Fargo Advisors LLC
Title:
Financial Advisor, Assistant Vice President - Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC Financial Advisor, Assistant Vice President - Investmentssince Aug 2008RBC Wealth Management - Florham Park NJFinancial AdvisorSep 2006 - Sep 2008
Full Profile

Kevin Lawlor 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

Experience & Education

Position:
First Vice President - Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Florham Park, NJFirst Vice President - Financial Advisorsince Aug 2004Merrill Lynch Vice President - Financial AdvisorJan 1998 - Jul 2004
Full Profile

Craig Russ 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

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Florham Park, NJFinancial Advisor, Vice Presidentsince Nov 2011Merrill Lynch - Summit, NJVice PresidentOct 2007 - Nov 2011
Full Profile

Mike Defreitas New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Advisor • Supervisor • Managers • Tax Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Tax Accountant • Bookkeeper

Experience & Education

Title:
Founder/Financial Advisor/Tax Specialist - Amtrin Financial Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Prudential Financial - Roseland, NJAccounting SupervisorAug 2000 - Jan 2013Prudential Financial - Florham Park, NJAccounting SpecialistSep 1994 - Jul 2000
Certifications:
Registered Tax Return Preparer, Internal Revenue Service
Full Profile

Michael Kotarski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director at Bridgehaven Financial Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bridgehaven Financial Advisors Managing Directorsince Oct 2006Smith Barney - Florham Park, NJFinancial AdvisorNov 2000 - Oct 2006
Full Profile

Dennis O'connor New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - 210 Malapardis Road, Cedar Knolls, NJ 07927Senior Financial Advisorsince Feb 2012Morgan Stanley Smith Barney - Florham Park, NJ 07932Financial Advisor1996 - Feb 2012
Skills:
Volunteer, Appalachia, Preston County, West Virginia and Operation Katrina, New Orleans, LA, Wealth ...
Full Profile

Christopher Mckenna New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Account Vice President - Investments at UBS
Title:
Financial Advisor at UBS Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - 500 Campus Drive , Florham Park , NJ 07932Account Vice President - Investmentssince Sep 2006Merrill Lynch Financial AdvisorJan 2005 - Sep 2006
Skills:
Wealth Management, Series 7, Retirement Planning, Investments, Mutual Funds, Asset Allocation,...
Full Profile

Rich Avdoyan New York, NY

Professions & Specialties

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

Experience & Education

Position:
RSA at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Florham Park NJRSAsince Nov 2011CAPITAL FINANCIAL PLANNING Financial AdvisorJul 2009 - Nov 2011
Certifications:
Chartered Retirement Planning Councelor, College of Financial Planning
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Charles Levine 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 UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Florham Park, NJFinancial Advisorsince 2008
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John Putnoky New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Oppenheimer & Co.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. - Florham Park, NJFinancial Advisorsince Feb 2012David Lerner Associates Investment Counselor2009 - Mar 2012
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Alan Johnson New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Counselor • Representative • Advisor • School Principal • School Administrator • Educational Manager • Agent • Sales Agent • Sales Representative • Chief Executive • HR Manager • Production Manager • Investor • Leadership Think Tank • Analysts • Operations Engineer • Process Engineer • Field Engineer • Industrial Engineer • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Managing Member at Johnson Harper LLC
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Johnson Harper LLC Managing Membersince May 2009Lincoln Financial Securities Corporation RepresentativeJan 2009 - May 2009
Skills:
New Business Development, Market Research, Monte Carlo Simulation, Business Strategy, Strategic...
Financial Advisor at Merrill Lynch
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