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Financial Consultants in New York

Financial Consultants in Flushing, NY

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177 results found

Marcos Fernandez Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Customer Service • Client Service Officer • Retail Professional • Sales Account Associate • Sales Person • Retail Salesperson • Sales Executive • Sales Representative • Supporting Member • Keyholder • Team Member • Support Worker • Sales Manager • Commodities Clerk • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at World Financial Group (WFG)
Location:
Flushing, New York
Industry:
Retail
Work history:
World Financial Group (WFG) - New York, NYFinancial Advisorsince Sep 2012T-Mobile - Jamaica, NYRetail Sales Associate and Career Development CandidateJul 2008 - Sep 2012
Languages:
English, Spanish
Certifications:
Latin American Studies, Pace University
Tax Professional Certification, H&R Block
Full Profile

Aaron Deacon New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Attorney At Law • Articled Clerk • Legal Aide • Law Specialist • Lawyers • Paralegal • Sports Trainer • Sports Trainers • Volunteer • Lobbyist • Fundraiser • Fundraising Officer • International Affairs • Organization Management • Advisor • Non-Profit • Public Relations Professinal • Entertainment Professional • Entertainer • Service Technician • Maintenance and Repair Worker • Operations Manager

Experience & Education

Position:
Per Diem Legal Assistant at Law Offices of Charles C. Khym, Per Diem Attorney at Ken Ho, Esq.,...
Title:
Per Diem Attorney at Law Offices of Kenneth K. Ho, Esq.
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Law Offices of Charles C. Khym - Flushing NYPer Diem Legal Assistantsince Mar 2012Ken Ho, Esq. - Flushing NYPer Diem Attorneysince Dec 2011
Skills:
Microsoft Office, Computer Hardware, Computer Forensics, Computer Repair, orienteering, Driving,...
Languages:
English, Spanish, Russian, Samoan
Certifications:
Licensed Attorney in the State of new York, New York Bar Association
Full Profile

Jennifer Boddie Jamaica, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tour Guide • Guide • Business Administrator • Tutor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Advertising Sales Agent • Travel Agent • Operations Manager

Experience & Education

Position:
Independent Financial Advisor at Primerica, Seasonal Tour Guide at Green Meadows Farm
Title:
Independent Financial Advisor at Primerica
Location:
Queens Village, New York
Industry:
Consumer Services
Work history:
Primerica - Rego Park, NYIndependent Financial Advisorsince May 2013Green Meadows Farm - Floral Park, NYSeasonal Tour Guidesince Oct 2010
Languages:
English
Full Profile

Neil Hanniford New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Sports Trainer • Sports Trainers • Technical Support Specialist • Systems Support Specialist • Support Specialists • Supervisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Customer Service Specialist / Coach at Time Warner Cable
Title:
Client services specialist
Location:
Greater New York City Area
Industry:
Consumer Services
Work history:
Time Warner Cable - Flushing, NYCustomer Service Specialist / Coachsince Feb 2011MetLife Financial AdvisorAug 2008 - Apr 2010
Full Profile

Silvio Grasso New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Analyst • Apprentice • Analysts • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Medical Support Assistant • Health Support Worker • Healthcare Support • Student Worker • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Business Analyst and Reporting Specialist at JPMorgan Chase
Title:
Analyst at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - New York, NYBusiness Analyst and Reporting Specialistsince Oct 2011JPMorgan Chase - New York, NYPersonal BankerOct 2009 - Oct 2011
Languages:
Spanish, Italian
Identified and recommended Financial Advisor services to clients
Full Profile

Harold Goldsmith New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction • Advisor • Equipment Tools Purchasing Agent • Outside Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Medical Practice Professional • Medical Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Great Neck, New YorkFinancial Advisorsince Nov 2012Aspire Medical Solutions - Flushing, NYOutside Sales RepresentativeDec 2011 - Nov 2012
Languages:
English
Certifications:
Certified Special Needs Advisor, Merrill Lynch Internal
Full Profile

Steven Cfp Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Advisor • Managers

Experience & Education

Work

Company:
J.p. morgan securities-chase private client
Vice president-private client financial advisor
Company:
Merrill lynch & company
Financial advisor
Full Profile

Charlton Dasilva Flushing, NY

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent

Experience & Education

Work

Company:
New england wealth strategies
Financial advisor
Company:
Capital one financial advisors - Melville, NY
Financial consultant
Full Profile

Tony Chau Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Work

Company:
Tequipment, inc. - Huntington Station, NY
Financial analyst
Company:
Jpmorgan chase, weight watchers, obsidian financial - New York, NY
Financial consultant

Skills

Software: Excel(Vlookup/Hlookup, Pivot Tables, If/Then, Index/Match, and other advanced functions), ...
Full Profile

Albert Tan Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Analysts • Non-Profit • Student Worker

Experience & Education

Work

Company:
Ytd partners, llc
Financial advisor
Company:
Lampert capital markets - New York, NY
Financial advisor
Full Profile

Deb Carr New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Technician • Office Clerk • Clerical Specialist • Technical Specialist • Technical Support Specialists • Chairperson • Operations Manager • Director of Operations • Office Administrator • Chief Executive • Customer Service • Client Service Officer • Volunteer • Managers • Non-Profit • Sales Manager • Community Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Grant Writing Professional • Author • Technology Coordinator • Special Education Professional • Social Science Professors • Special Education Professors • Psychologist • High School Diploma • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Video Editor • Psychology Specialist

Experience & Education

Position:
Executive Assistant at EECNY
Title:
Executive Assistant at Electronic Environments Corporation
Location:
Greater New York City Area
Industry:
Consumer Services
Work history:
EECNY - Glendale, NYExecutive Assistantsince Jan 2013Edward Jones Branch Office AdministratorAug 2011 - Jan 2013
Skills:
Photoshop, Dreamweaver, Adobe Acrobat, Microsoft Office, Morningstar, Financial Reporting, Mutual...
Worked closely with Financial Advisor to enhance the client experience..
Full Profile

Khaled Kadry Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Office Clerk • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Montefiore medical center
Senior financial analyst - professional services
Company:
North shore long island jewish health system
Financial consultant
Full Profile

Sirada Techarukpong Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Matlab Developer • Software Developer • Software Developers • Advisor • Operations Manager

Experience & Education

Position:
Credit Analyst at Kasikorn Bank
Location:
Woodside, New York
Industry:
Financial Services
Work history:
Kasikorn Bank - Bangkok, ThailandCredit Analystsince Aug 2011Merrill Lynch Wealth Management Financial Advisor AssistantOct 2010 - Dec 2010
Full Profile

Jag Singh Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician

Experience & Education

Work

Company:
Platinum solutions inc - Ontario, CA
Company:
Jsats & partners
Financial advisor
Full Profile

Brett Froman Flushing, NY

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Bank Teller • Banker • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
Capital one bank - Queens, NY
Financial consultant
Company:
New york life insurance - Melville, NY
Insurance agent
Full Profile

Alex Kim Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Founder • Founding Member • Chief Executive • Vice President • Bachelor of Business Administration

Experience & Education

Work

Company:
Ny community bank, cfs investments
Financial consultant
Company:
Merrill lynch
Financial advisor
Full Profile

Jay Shi Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Business Administrator • Advisor • Customer Service • Operations Manager

Experience & Education

Work

Company:
Queens college - Flushing, NY
Fulltime student
Company:
Chinatrust bank usa
Financial consultant
Full Profile

Qiao Wu Flushing, NY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Chief Executive • Student Worker

Experience & Education

Work

Company:
Wenz & associates inc
Senior financial advisor
Company:
Jpmorgan chase bank - New York, NY
Licensed personal banker
Full Profile

Willem Molina Flushing, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Elmhurst hospital - Elmhurst, NY
Financial counselor
Full Profile

Mauro Cevallos Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Metropolitan hospital center
Financial counselor - ambulatory care
Company:
Woodhull medical & mental health center - Brooklyn, NY
Clerical level iii - dental department
Full Profile

William Bedor Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Ubs wealth management
Financial advisor
Company:
Axa equitable - New York, NY
Financial consultant
Full Profile

Gerry Whelan Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive

Experience & Education

Position:
Principal at Whelan Advisory Services LLC
Location:
Forest Hills, New York
Industry:
Financial Services
Work history:
Whelan Advisory Services LLC - Greater New York City AreaPrincipalsince May 2012Charles Schwab - Greater New York City AreaVP Financial ConsultantFeb 2008 - May 2012
Full Profile

Robert Bey New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Examiner • Inspector • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Greater New York City Area
Industry:
Legal Services
Work history:
Wells Fargo Advisors - Garden City, NYFinancial Advisorsince Dec 2008ALR Forensics Forensic Document ExaminerNov 2006 - Dec 2012
Full Profile

J S Flushing, NY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Chinatrust bank
Financial consultant
Company:
Jpmorgan chase - Fresh Meadows, NY
Personal banker
Full Profile

Damara Parra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Community Organizer • Moderator • Planner • Community Organization Worker • Advisor • Computer Network Consultant • Computer Consultant • IT Consultant • Agent • Sales Representative • Social Workers

Experience & Education

Title:
Financial Counselor and Community Organizer at East River Development Alliance
Location:
Greater New York City Area
Industry:
Computer Networking
Work history:
Uplifting Nonprofits - Corona, NYTechnical and social media facilitatorMar 2010 - Feb 2011Arcomex S.A. de C.V., - Tlaxcala, MX.Purchasing /planner AgentMar 2007 - Oct 2008
Skills:
Joomla/Wordpress, Database management and database development, MS Office, Social Media Marketing...
Full Profile

Lee Korn New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President,Financial Advisor at Morgan Stanley Smith Barney
Title:
Family Wealth Director at Morgan Stanley Smith Barney
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Great Neck, NYSenior Vice President,Financial Advisorsince Jun 1999Edward D Jones - Bayside, NYFinancial AdvisorAug 1996 - May 1999
Full Profile

Laurence Levy New York, NY

Professions & Specialties

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

Experience & Education

Title:
Business Building, Development and Sales
Location:
Greater New York City Area
Industry:
Insurance
Work history:
Fortegra Financial - Jacksonville, Florida AreaRegional Vice President2010 - 2013Edward Jones - Fresh Meadows, NYFinancial Advisor2003 - 2010
Full Profile

Alexander Russo New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant - Private Wealth Management at Capital One Bank
Title:
Financial Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Capital One Bank - Bayside, NYFinancial Consultant - Private Wealth Managementsince Nov 1994North Fork Bank - Melville, NYPrivate Banker - Business Concierge GroupNov 2000 - Dec 2008
Skills:
Financial Planning, Client Acquisition, Team Leadership, Marketing Strategy
Full Profile

Michael Silverstein Flushing, NY

Professions & Specialties

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

Experience & Education

Position:
Private Client Advisor at JPMorgan Chase
Title:
Private Client Advisor and Vice President
Location:
Forest Hills, New York
Industry:
Financial Services
Work history:
JPMorgan Chase - Forest Hills and Kew GardensPrivate Client Advisorsince Jan 2013AXA Advisors Retirement Planning Specialist and Financial ConsultantMay 2008 - Dec 2012
Certifications:
FINRA Series 7,66, Life, Accident, and Health. Variable Annuity
Certificate in Financial Planning, Kaplan University
Full Profile

Jason Wasserman Flushing, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Work at home (ameritrade)
Financial advisor (work at home)
Company:
Deutsche bank
Operations: clearing and point balancing associate

Skills

Expertise in : ADP, options analysis, point balancing exchanges, Bloomberg, options contract...
Full Profile

Jagdish Shah Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Analyst • Analysts • Certified Medical Assistant • Medical Assistant • Healthcare Support

Experience & Education

Work

Company:
New york life - New Hyde Park, NY
Insurance agent
Company:
Morgan stanley smith barney - Jericho, NY
Financial advisor

Skills

Financial Research , Porftfolio design with diversifcation , Budgeting , forecasting , System...
Full Profile

Bill Wu Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Vice President • Chief Executive • Customer Service • Analysts • Team Member • Operations Manager

Experience & Education

Work

Company:
Independent
Financial consultant
Company:
Hsbc private bank, international private bank - New York, NY
Vice president, junior relationship manager

Skills

Languages: Bilingual English and Mandarin fluencies; native Taiwanese speaker and professional...
Full Profile

Andres Salgado Flushing, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Services Advisor at Merrill Edge
Title:
Financial Services Advisor
Location:
Forest Hills, New York
Industry:
Banking
Work history:
Merrill Edge Financial Services Advisorsince Feb 2013Chase Investment Services Corp. Financial AdvisorNov 2006 - Jan 2013
Full Profile

Kandis Chan Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Analyst • Analysts • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
David j. louie, inc - New York, NY
Commercial insurance department associate
Company:
Massmutual asia limited
Financial advisor

Skills

Possess a valid NY Real Estate Salesperson License Proficient in MS Excel and SIS Insurance...
Full Profile

Xuan Wang Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher • Clerical Specialist • Of Counsel • Jurist • Legal Counsel

Experience & Education

Work

Company:
Suny-buffalo, economics department
Research assistant
Company:
Industrial and commercial bank of china, wuhan, cn
Financial advisor assistant, personal asset management department

Skills

financial statement, risk management, operation administrative support
Full Profile

Brett Backerman Flushing, NY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager • Supervisor • Counselor • Managers • Advisor • Assistant Vice President • Vice President • Chief Executive

Experience & Education

Work

Company:
Delta anesthesia pllc
Financial supervisor/ consultant
Company:
Jp morgan chase - Great Neck, NY
Assistant vice president/personal banker

Skills

Presidents Club honors for Chase Bank- 2008 & 2009- top 100 ranking in production Notary Public ...
Full Profile

Dario Rodriguez Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Chief Executive • Production Manager • Industrial Engineer • Industrial Engineering Professional • Customer Service • Client Service Officer • Administrative Clerk • Clerical Specialist • Managers

Experience & Education

Work

Company:
Chase investment services - New York, NY
Financial advisor
Company:
Citibank/citigroup smith barney - New York, NY
Financial advisor
Full Profile

Kefan Li Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Team Member • Instructor • Pedagogue • Choreographer • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Square business consulting, inc
Financial consultant, intern
Company:
Queens college
Dance member
Full Profile

Xin Wen Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Researcher • Survey Researcher

Experience & Education

Work

Company:
Universal processing llc
Merchant consultant
Company:
Axa advisors llc - New York, NY
Client relations management & financial advisor assistant

Skills

CFA Level 1, FRM Part 1, Analytical skill, Data collecting, Teamwork, Focus on detail, Communication
Full Profile

Bill Wu Flushing, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Independent
Financial consultant
Company:
Hsbc private bank, international private bank - New York, NY
Vice president, junior relationship manager
Full Profile

Judy Xie Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Hot kitchen chain restaurant - New York, NY
Corporate finance intern/finance
Company:
Axa advisors, llc - New York, NY
Assistant to financial advisor/finance

Skills

Bloomberg, Capital iq, Quickbooks, Microsoft Office Word, Excel, PowerPoint, Stat tools, Value at...
Full Profile

Anthony Canton Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Walsh associates - New York, NY
Senior financial consultant
Company:
Tiaa-cref
Internal audit - acting manager - finance, actuarial, legal, and human resources

Skills

Skilled in obtaining an understanding of business processes; identifying key risks; assessing...
Full Profile

Louis Mercurio Flushing, 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 NDX Trading
Title:
Financial Advisor at NDX Financial Services, Inc.
Location:
Forest Hills, New York
Industry:
Financial Services
Work history:
NDX Trading Financial Advisorsince Mar 2009
Skills:
Strategic Financial Planning, Portfolio Management, Financial Analysis, Asset Management,...
Full Profile

Jimmy Kong Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • Student Worker

Experience & Education

Work

Company:
Glaxosmithkline, plc
Financial analyst intern
Company:
Kimono sushi japanese restaurant - New York, NY
Financial consultant

Skills

Analysis, Excel, Photoshop, Technical, Cognos, Access, Dreamweaver, Word,
Full Profile

Alan Seltzer Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Moderator • Advisor • Supporting Member • Publisher • Managers • Team Member • Publishing Professional • Editor • Production Manager • Production Director • Deputy Manager • Chief Executive • Bachelor of Arts

Experience & Education

Work

Company:
American college
Moderator, otc program
Company:
American college - New York, NY
Financial advisor
Full Profile

Mohammad Mukhtar Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Technician • Counselor • Technical Specialist • Technical Support Specialists • Advisor

Experience & Education

Work

Company:
World financial group
Financial advisor/coach
Company:
World financial group
Technician / consultant
Full Profile

Chiwei Chang Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Librarian • Contractor • Instructor • Pedagogue • Independent Business Owners

Experience & Education

Work

Company:
Founder
Self-employed music instructor
Company:
Cycny orchestra
Teacher & librarian
Full Profile

Adam Klich Flushing, NY

Professions & Specialties

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

Experience & Education

Work

Company:
United nations federal credit union
Account executive, investment centre
Company:
United nations federal credit union - New York, NY
Assistant financial advisor, investment centre
Full Profile

Elizabeth Efstathakis Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Customer Service • Client Service Officer • Clerical Specialist • Psychology Specialist

Experience & Education

Work

Company:
Transamerica advisors
Financial advisor
Company:
Td bank, n.a - Forest Hills, NY
Bank representative

Skills

Microsoft Office Suite: Excel, Word, PowerPoint, Outlook and Access
Full Profile

Zhuo Tang Flushing, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Axa advisors, llc - Lake Success, NY
Financial consultant
Company:
Dalan management - New York, NY
Office assistant

Skills

Word, PowerPoint, Excel, Bloomberg, STATA
Full Profile


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