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Financial Consultants in Massachusetts

Financial Consultants in Framingham, MA

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Here is a complete directory of nearly all local Financial Consultants in Framingham, MA.

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30 results found

Somalisa Ker Framingham, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Analyst HomeGoods Financial Control at TJX
Location:
Framingham, Massachusetts
Industry:
Retail
Work history:
TJX - framingham, massachusettsFinancial Analyst HomeGoods Financial Controlsince Aug 2013Alex and Ani USA - cranston, riTransitional Operations Financial AdvisorMay 2012 - Aug 2013
Languages:
Cambodian, English
Full Profile

Stephen Brudner Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Security

Experience & Education

Position:
Managing Director at Merchant Services Consulting Group, Inc.
Title:
Managing Director at Merchant Services Consulting Group
Location:
Framingham, Massachusetts
Industry:
Banking
Work history:
Merchant Services Consulting Group, Inc. - Framingham, MAManaging Directorsince Jan 2009New Canaan Group, LLC Financial ConsultantJan 2006 - Mar 2011
Skills:
Investments, Portfolio Management, Asset Managment, Financial Analysis, Equities, Mutual Funds,...
Full Profile

Ronald Lamphere Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Analyst • Analysts • Account Manager • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Accountant-in-Charge at Offices of Chris Walsh
Title:
Accountant-in-Charge, Offices of C. Walsh
Location:
Framingham, Massachusetts
Industry:
Accounting
Work history:
Offices of Chris Walsh Accountant-in-Chargesince May 2010Sun Life Financial In-House Financial ConsultantOct 2009 - Apr 2011
Languages:
French
Full Profile

Christopher Foster Framingham, MA

Professions & Specialties

Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • Operations Manager • Martial Arts Instructor

Experience & Education

Work

Company:
Unity financial strategists
Wealth management advisor
Company:
Fordham financial management - New York, NY
Financial advisor
Full Profile

Nicholas Diieso Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Advisor • Student Worker • City Manager • Civil Servant

Experience & Education

Work

Company:
Revenue accounting and controls
Revenue analyst
Company:
Digital heritage mapping, inc
Lead strategic and financial consultant
Full Profile

Donald Farquharson Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Controller • Corporate Executive • Chief Executive • Vice President • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Mathematics • Mathematician • Analysts

Experience & Education

Work

Company:
Service point usa, inc
Chief financial officer & controller
Company:
Farquharson consulting
Financial consultant
Full Profile

Brendan Carroll Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Counselor • Advisor • Financial Officer • Financial Manager • Business Administrator • Account Manager

Experience & Education

Work

Company:
Cloud sherpas
Accounting manager / integration consultant
Company:
Pavonix, inc
Full Profile

Vernon Johnson Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Business Administrator • Field Marketing Specialist • Marketing Administrator • Program Director • Marketing Manager • Operations Manager • Bachelor of Science • Client Service Officer • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Ing financial partners
Retirement consultant
Company:
Metlife financial group of massachusetts - Norwood, MA
Financial advisor

Skills

Sales, finance, retirement plans, banking,
Full Profile

Donna Kelleher Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager

Experience & Education

Work

Company:
Employment agencies - Boston, MA
Workmans comp/mva (a/r & claims case manager)
Company:
Newton wellesley hospital/partners
Financial counselor
Full Profile

David Rand Framingham, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Mutual of omaha insurance company
Insurance based financial advisor
Company:
Zurich insurance group - Boston, MA
Financial analyst
Full Profile

Lucas Servare Framingham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Apprentice • Student Worker

Experience & Education

Work

Company:
Tripadvisor media group
Global content specialist - team lead
Company:
Lpl financial
Financial advisor intern
Full Profile

Susanne Morneault Framingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Supporting Member • Guide • Team Member • Tour Guide • Customer Service • Partner • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Compliance Officer • Office Clerk • Clerical Specialist • Managers • Director of Quality Control • Operations Manager • Compliance Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Oncologist • Medical Practice Professional • Medical Practitioner • Operations Research Analysts

Experience & Education

Position:
Benefits Assistant at Staples, HR Service Representative at Staples
Title:
Benefits Assistant at Staples
Location:
Framingham, Massachusetts
Industry:
Human Resources
Work history:
Staples Benefits Assistantsince Nov 2010Staples HR Service Representativesince Nov 2010
Skills:
Benefits Administration, Human Resources, HRIS, Employee Relations, Training, Employee Benefits,...
Provide administrative support to the Financial Advisor including scheduling and prepara..
Full Profile

Joseph Bakaysa Waltham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Advisor • Owner • Chief Executive • Customer Service • Client Service Officer • Area Manager • Managers • Region Manager • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Bachelor of Science • High School Diploma • Accounting Bookkeeper • Bookkeeper • IT Analyst

Experience & Education

Position:
Independent Consultant at Joseph Bakaysa, Owner at Atlantic Golf Supply, Inc
Title:
Independent Consultant at Joseph Bakaysa
Location:
Waltham, Massachusetts
Industry:
Think Tanks
Work history:
Joseph Bakaysa - Waltham, MAIndependent Consultantsince Apr 2013Atlantic Golf Supply, Inc - Framingham, MAOwnersince May 2012
Financial Advisor at The Patriot Financial Group
Full Profile

Drew Cefalo Framingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
Wardrobe Consultant at The Men's Wearhouse, Inc
Location:
Framingham, Massachusetts
Industry:
Retail
Work history:
The Men's Wearhouse, Inc Wardrobe ConsultantNeuberger berman Internal wholesalerAug 2010 - Mar 2011
Bentley Financial Advisor Alumni Network
Full Profile

Pedro Prado Framingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Marketing Consultant • Market Analyst • Market Research Analyst • Business Administrator • Managers • Technical Specialist • Technical Support Specialists • Sales Representative • Operations Manager

Experience & Education

Work

Company:
Verbatim advisory group
Research analyst
Company:
Direct automall - Framingham, MA
Sales & marketing consultant

Skills

Management, marketing, and financial skills, computer repair; Corel Drawn; Web Design; Microsoft...
Full Profile

Julie Joncas Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Business Administrator • Analysts

Experience & Education

Position:
Director of Financial Planning at MetroWest Medical Center
Location:
Boston, Massachusetts
Industry:
Hospital & Health Care
Work history:
MetroWest Medical Center - Framingham, MADirector of Financial Planningsince Oct 2011Massachusetts General Hospital Financial ConsultantJul 2011 - Oct 2011
Full Profile

Diarmaid O'donoghue Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Auditor • Tax Preparer • Bookkeeper • Tax Accountant • Counselor • Management Consultant • Volunteer • Advisor • Management Analyst • Analysts • Non-Profit • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Consultant at HeartWare Inc, Financial/Management Consultant Volunteer at Community Economic...
Title:
Finance/Accounting Professional - Multiple Industries
Location:
Greater Boston Area
Industry:
Consumer Services
Work history:
HeartWare Inc - Framingham, MAConsultantsince Dec 2011Community Economic Development Center of Southeastern MA - New BedfordFinancial/Management Consultant Volunteersince 2009
Skills:
Financial Analysis, CRM, General Ledger, Cost Control, SEC filings, Revenue Recognition, Accounts...
Full Profile

Dave Harding Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Partner/Financial Advisor at Northeast Investment Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Northeast Investment Advisors - Framingham, MAPartner/Financial Advisorsince Aug 2005
Skills:
Securities, Wealth Management, 401k, Retirement, Series 7, Business Development, Salesforce.com,...
Full Profile

Rj Thibault Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Advisor • Field Auditor • Bachelor of Science

Experience & Education

Position:
Controller, Financial Planning & Analysis Team at Bose Corporation
Title:
Controller at Bose Corporation
Location:
Greater Boston Area
Industry:
Consumer Electronics
Work history:
Bose Corporation - Framingham MAController, Financial Planning & Analysis Teamsince Jul 2013Bose Corporation Financial/Business AdvisorSep 2008 - Jul 2013
Full Profile

Irving Espinosa Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Development Director • HR Manager • Counselor • Construction • Advisor • Operations Manager • Business Administrator • Model • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Automotive Specialist • Automotive Professional • Advertising Sales Agent

Experience & Education

Position:
Remodeling Consultant at Power Home Remodeling Group
Title:
Sales Development Manager & Consultant
Location:
Greater Boston Area
Industry:
Construction
Work history:
Power Home Remodeling Group - Greater Boston AreaRemodeling Consultantsince May 2010Lexus of Northborough - Northborough, MAMaster Certified Sales ProfessionalSep 2009 - Apr 2011
Financial Consultant / Executive Team Trainer at P..
Full Profile

Maxwell Poe Boston, MA

Professions & Specialties

Financial Services Sales Agent • Manager • Operations Manager • Project Managers • Business Intelligence Professional • Project Manager • Business Consultant • Advisor • Advertising Professional • Advertising Sales Agent • Certified Nurse Practitioner • Nurse Practitioner • IT Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Data Analytics Manager, Business Intelligence at UBM Channel
Title:
Data Analytics Manager at UBM Channel
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
UBM Channel - Framingham, MAData Analytics Manager, Business Intelligencesince Jan 2013UBM Channel - Framingham, MADatabase Project Manager, Business IntelligenceOct 2011 - Dec 2012
Languages:
French
Financial Advisor Trainee at AXA Equitable
Full Profile

Adam Bortolussi Boston, MA

Professions & Specialties

Financial Services Sales Agent • Owner • Chairperson • Founder • Sales Director • Chief Executive • Founding Member • Sales Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
President / Founder at Bortolussi Wealth Management, Inc.
Title:
Owner at Bortolussi Wealth Management, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bortolussi Wealth Management, Inc. - Framingham, MAPresident / Foundersince Dec 2010Columbia Management Regional Sales DirectorAug 2010 - Nov 2010
Skills:
Wealth Management, Portfolio Management, Financial Advisory, Fixed Annuities, Uniform Combined...
Financial Advisor at UBS
Full Profile

Scott Damour Charlotte, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Chief Administrative Officer • Financial Manager • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Human Resources Specialist • Recruitment • Senior Manager • Operations Manager • Corporate Executive • Bachelor of Science

Experience & Education

Position:
Sr. Director of Finance at HeartWare
Location:
Charlotte, North Carolina Area
Industry:
Biotechnology
Work history:
HeartWare - Framingham, MASr. Director of Financesince May 2013Biotage Senior Financial OfficerMar 2009 - May 2013
Served as financial advisor to mass spectrometry business un..
Full Profile

Greg Kokino Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Analyst • Apprentice • Team Member • Analysts • Market Analyst • Market Research Analyst • Executive Compensation • Chief Executive • Student Worker • Advertising Professional • Marketing Professional • Advertising Sales Agent • Marketing Manager • Psychology Specialist • Agent • Sales Representative • Human Resources Specialist • Recruitment • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Analyst at Affinnova
Location:
Greater Boston Area
Industry:
Market Research
Work history:
Affinnova - Waltham, MAAssociate Analystsince Jun 2012Radford Consulting - Framingham, MAExecutive Compensation Analyst InternMay 2011 - Dec 2011
..and organized financial reports for a financial advisor and presented the reports to pot..
Full Profile

Jeremy Hartman Boston, MA

Professions & Specialties

Counselor • Advisor • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
President at Access Financial & Income Tax Services
Title:
Registered Investment Adviser, RTRP (Registered Income Tax Preparer)
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Access Financial & Income Tax Services - Framingham, MAPresidentsince Mar 2005Citizens Investment Services - Newton, MAVice-President InvestmentsSep 2001 - Dec 2004
Financial Consultant at Ameriprise Financial Servi..
Full Profile

Jeff Kagan Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Representative • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Manager at Infinata (A Financial Times Group Company)
Title:
Business Development Manager at Infinata
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Infinata (A Financial Times Group Company) - Norwood, MABusiness Development Managersince Nov 2006Eaton Vance - Boston, MAMarketing RepresentativeOct 2000 - Nov 2006
Financial Advisor Magazine
Full Profile

Robert Skaare Baltimore, MD

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investor • Program Director • Operations Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Business Administrator • Managers • Chief Executive • Financial Manager • Bachelor of Science • Master of Science • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
US Investor Services - Sales Channel Program Manager at T. Rowe Price
Location:
Baltimore, Maryland Area
Industry:
Financial Services
Work history:
T. Rowe Price - Owings Mills, MDUS Investor Services - Sales Channel Program Managersince Jun 2013T. Rowe Price - Wellesley, MAAVP & Branch ManagerJan 2012 - Jun 2013
Vice-President Financial Consultant at Charles Schwab
Full Profile

Randy Scollins Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Financial Analyst • Independent Business Owners • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Contractor • Team Member

Experience & Education

Position:
Finance Director at Town of Foxborough
Title:
Finance Director for Town of Foxborough
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Town of Foxborough - Foxborough, MAFinance Directorsince Jul 2004Staples, Inc. - Framingham, MAFinance, Operations, Staples.com, & Strategy1993 - 2004
Financial Consultant at Self Employed Financial Co..
Full Profile

Ken Hebert Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Director • Chief Operating Officer • Founder • Chairperson • Executive Vice President • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Founding Member • Chief Executive • Vice President • School Principal • School Administrator • Educational Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Founder/Principal at Hebert Consulting
Title:
GM / CFO / COO with Strategic Operational Focus
Location:
Greater Boston Area
Industry:
Executive Office
Work history:
Hebert Consulting - Windham, New HampshireFounder/Principalsince Jan 2008GPX International Tire - Malden, MAPresident, Solid Tire Division and Executive VP, GPX OperationsApr 2006 - Jun 2008
Full Profile

Kathy Mirick Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Controller • Director • Financial Director • Chief Executive Officer • Operations Manager • Financial Officer • Financial Manager • Corporate Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Controller at i-parcel, LLC
Title:
Vice President at Sam Powersports Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
I-parcel, LLC Controllersince Oct 2012Sam Powersports, Inc. - Worcester, MAVice President, Finance and AdministrationMay 2012 - Oct 2012
Full Profile

Financial Consultants near Framingham, MA022446688110WalthamWellesleyNewtonLexingtonNeedhamNatickWatertownHopkintonActonShrewsbury


Financial Consultants around Framingham, MA

Acton  (14)
Ashland  (3)
Ayer  (8)
Bedford  (10)
Bellingham  (3)
Belmont  (11)
Boylston  (2)
Carlisle  (1)
Clinton  (3)
Dover  (1)
Franklin  (12)
Harvard  (1)
Holliston  (3)
Hopedale  (1)
Hopkinton  (16)
Hudson  (5)
Lexington  (28)
Littleton  (3)
Maynard  (6)
Medfield  (3)
Medway  (3)
Milford  (9)
Millis  (3)
Natick  (18)
Needham  (25)
Newton  (62)
Norfolk  (4)
Northborough  (7)
Northbridge  (1)
Sherborn  (1)
Shrewsbury  (12)
Southborough  (8)
Stow  (3)
Walpole  (12)
Waltham  (107)
Watertown  (18)
Wayland  (8)
Wellesley  (88)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (2)
Financial Consultant  (30)