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Financial Consultants in Garden City, NY

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68 results found

Shanaz Dijan Garden City, NY

Professions & Specialties

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

Experience & Education

Position:
Banker at Astoria Federal Savings
Title:
Retail Banking
Location:
Garden City, New York
Industry:
Banking
Work history:
Astoria Federal Savings - Garden CityBankersince Jul 2012New York Life Insurance Company Financial AdvisorFeb 2011 - Jul 2012
Full Profile

Shaan Vyas Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Entrepreneur • Managers • Chairperson • Chief Executive • Market Analyst • Market Research Analyst

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Garden City, NYFinancial Advisorsince Oct 2012The Global Hustle LLC - Greater New York City AreaEntrepreneur / President2008 - 2013
Full Profile

Geraldine Spinella Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Financial Officer • Financial Manager • Corporate Executive • Operations Manager • Water Transportation Worker • Cashier • Mediator

Experience & Education

Position:
Accredited Wealth Management Advisor / Senior Vice President with New York Wealth Management at New ...
Title:
Accredited Wealth Management Advisor, Senior Vice President,NYWM; Financial Advisor, Raymond James Financial Services
Location:
Garden City, New York
Industry:
Financial Services
Work history:
New York Wealth Management, an Independent Firm - Garden City, New York 11530Accredited Wealth Management Advisor / Senior Vice President with New York Wealth Managementsince Jul 2010Bayside - Whitestone Lions Club - Bayside - Whitestone, Queens, New York, USAFirst Vice Presidentsince Jun 2010
Skills:
Insurance, Series 7, Wealth Management, Mutual Funds, Investment Strategies, Retirement, Fixed...
Full Profile

Simon Bean Garden City, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
U.s. bank - Portland, OR
Personal banker ii

Skills

Series 7
Series 66
Advanced Excel
Portfolio Management
Risk Assessment
Full Profile

Paul Fabiszewski Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Chief Executive

Experience & Education

Work

Company:
Jp morgan chase & co - Hewlett, NY
Financial advisor
Company:
Merrill lynch, pierce, fenner & smith incorporated - Jericho, NY
Financial advisor
Full Profile

David Warshaw Garden City, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at The WealthPlan
Title:
The WealthPlan President
Location:
Garden City, New York
Industry:
Financial Services
Work history:
The WealthPlan - Garden City, New YorkPresidentsince Oct 2010Ameriprise Financial Services, Inc. - Uniondale, NYFinancial AdvisorJan 2004 - Oct 2010
Skills:
Wealth Management, Retirement, Retirement Planning, Investments, Life Insurance, Strategic...
Languages:
Hebrew
Full Profile

Ira Resnick Garden City, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Garden CityFinancial Advisorsince Aug 2004Merrill Lynch Financial AdvisorJul 1989 - Jul 2004
Full Profile

John Skramko Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Public Information Officer • IT Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Morgan stanley smith barney (mssb)
A preeminent financial advisor to companies, governments and investors around the world
Company:
American international group (aig) - New York, NY
Information officer - domestic brokerage group information technology
Full Profile

Christian Gallo Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager • Counselor • Advisor

Experience & Education

Work

Company:
Greater ny almuni club
Assistant treasurer/consultant of lambda chi alpha alumni association
Company:
Axa advisors
Financial consultant
Full Profile

Sandra Steinberg Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Bachelor of Arts • Business Development Manager • Vice President • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Work

Company:
Your "financial physician"
Financial consultant
Company:
United asset strategies / united financial group - Garden City, NY
Portfolio / relationship manager
Full Profile

John Wagner Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Manager • Operations Manager • Independent Business Owners

Experience & Education

Work

Company:
Self-employed
Independent financial consultant
Company:
Marken ltd - Miami, FL
Accounting manager - miami branch office
Full Profile

Alex Hotzoglou Garden City, 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 Morgan Stanley Smith Barney
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Nov 2005
Full Profile

Robert Maloney Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Counselor • Advisor • Vice President • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Jpmorgan chase - Oceanside, NY
Financial advisor
Company:
Fidelity investments - Garden City, NY
Financial planning consultant
Full Profile

Thomas Kelly Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Valic
Retirement plan consultant
Company:
Axa equitable - Woodbury, NY
Full Profile

Craig Hassel Garden City, NY

Professions & Specialties

Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager

Experience & Education

Position:
AVP at Morgan Stanley
Title:
Associate Vice President at Morgan Stanley
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Morgan Stanley AVPsince Feb 2006H&R Block Financial Advisors Branch Manager2001 - 2006
Skills:
Series 7, Series 24, Securities
Financial Advisor
Full Profile

Jonathan Millman Garden City, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
PIM Portfolio Manager at Wells Fargo Advisors
Title:
Associate Vice President - Investments | PIM Portfolio Manager | The Millman Group of Wells Fargo Advisors
Location:
Garden City, New York
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Garden City, NYPIM Portfolio Managersince May 2012Merrill Lynch - Garden City, NYPortfolio Manager, PIA ProgramJan 2007 - May 2012
Certifications:
CRPC, Chartered Retirement Planning Counselor, College for Financial planing
Senior Financial Advisor at Morgan Stanley Investment Man..
Full Profile

John Cavanaugh Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Manager • Customer Relations • Operations Manager • Visionary • Planner • Chief Executive • Business Administrator • Marketing Administrator • Field Marketing Specialist

Experience & Education

Work

Company:
Foreside - Boston, MA
Director call center
Company:
Foreside - Portland, ME
Exchange traded funds manager
Full Profile

Bruce Burmester Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Director • Operations Manager • Business Unit Controller • Controlling Specialist • Vice President • Manager • Chief Executive • Bachelor of Science

Experience & Education

Work

Company:
Royal bank of canada
Product controller - product control
Company:
Cibc world markets - New York, NY
Director - operations control
Full Profile

Robert Matzelle Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Counselor • Advisor • Account Manager • Bachelor of Business Administration • Managers

Experience & Education

Work

Company:
Resources global professionals - New York, NY
Consultant
Company:
Control solutions international - Nashua, NH
Consultant
Full Profile

Robert Matzelle Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Supervisor • Managers • Financial Analyst • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Work

Company:
Resources global professionals
Consultant
Company:
Control solutions international - Nashua, NH
Consultant
Full Profile

Kevin Flanagan Garden City, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Account Service Manager • Client Service Officer • Supporting Member • Team Member • Director of Customer Operations • Marketing Manager • Customer Service

Experience & Education

Work

Company:
Yodle.com
New business sales representative
Company:
The brand union
Freelance
Full Profile

Patrick Hyland Garden City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Outside Sales Representative • Sales Representative • Administrative Associate • Supporting Member • Administrative Clerk • Clerical Specialist • Team Member

Experience & Education

Work

Company:
Performance foodservice - Elizabeth, NJ
Outside sales representative
Company:
Dairyland u.s.a - Bronx, NY
Outside sales representative
Full Profile

Joseph Schmitt Garden City, NY

Professions & Specialties

Counselor • Supporting Member • Advisor • Team Member • Managing Partner • Partner • Chief Executive

Experience & Education

Work

Company:
Agt
Managing partner / energy consultant
Company:
New england financial - Tampa, FL
Managing associate
Full Profile

Brendan Carey New York, NY

Professions & Specialties

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

Experience & Education

Position:
Banker at JP Morgan Chase
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
JP Morgan Chase - Garden City, NYBankersince Aug 2010North Shore Financial Group, An Office of MetLife - Hauppauge, NYFinancial AdvisorJan 2010 - Jun 2010
Skills:
Series 7, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Investments, Financial...
Languages:
Spanish
Full Profile

Christopher Russon New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Design Specialist • Graphic Designer • Advisor

Experience & Education

Position:
Vice President - Wealth Management at Citi
Title:
Vice President - Citi
Location:
New York, New York
Industry:
Financial Services
Work history:
Citi - 800 3rd Ave, New York CityVice President - Wealth Managementsince Jul 2012HSBC Securities (USA) - 101 Park Ave - New York City - NYFinancial AdvisorOct 2009 - Jul 2012
Skills:
Asset Management, Alternative Investments, Investment Strategies, Derivatives, Investment Advisory, ...
Full Profile

Gabriel Grossman New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Advisor • Law Specialist • Paralegal • Lawyers • Operations Manager • Sales Manager • Sales Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
PMD Financial Advisor at Merrill Lynch
Title:
Merrill Lynch Wealth Management
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Merrill Lynch - New York, NYPMD Financial Advisorsince Oct 2012Ernst & Young - New York, NYActing Senior in the Assurance PracticeJun 2010 - Sep 2012
Certifications:
CPA License, AICPA
Series 7, FINRA
Full Profile

Maria Kakoullis Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Supporting Member • Analyst • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Advisor • Paralegal • Student Worker • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Chief Executive • Operations Manager • Data Scientist

Experience & Education

Position:
Business Analyst New England Market at Merrill Lynch
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Merrill Lynch Business Analyst New England Marketsince Aug 2012Merrill Lynch - Garden City, NYClient Associate (Part Time)Sep 2008 - Aug 2012
Languages:
Greek
Increased financial advisor production rates by developing c..
Full Profile

Michael Gamber New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Student Worker • Coordinator • Clerical Specialist • Managers • Instructor • Pedagogue • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Lawyer • Chief Executive

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
International Trade and Development
Work history:
Morgan Stanley Wealth Management - Great Neck, New YorkFinancial Advisor Associatesince Jun 2013Wells Fargo Advisors - 280 Park Ave, NYWealth Management InternJan 2012 - May 2013
Full Profile

Andrew Macdougall New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Self-Enrichment Education Teacher • Founding Member • Chief Executive • Operations Manager • Student Worker

Experience & Education

Position:
Junior Analyst at PIRA Energy Group
Title:
Junior Analyst
Location:
Greater New York City Area
Industry:
Oil & Energy
Work history:
PIRA Energy Group Junior Analystsince Apr 2013TSG Financial - Garden City, NYFinancial Advisor AssociateSep 2010 - Apr 2013
Skills:
Financial planning, Financial Analysis, Operations, Bloomberg Terminal, Financial Advisory,...
Full Profile

Amanda Yan 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 Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors,LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Garden City, NYFinancial Advisorsince 2011Wells Fargo Mortgage - Melville , NYHome Mortgage ConsultantMay 2009 - Jun 2011
Skills:
Investment Strategies, Retirment Planning, Estate & Trust Planning, Residential Mortgages,...
Languages:
Chinese, Madarin & Catonese
Full Profile

Michael Wolfe New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Vice President • Chief Executive • Apprentice • Analysts • Finance and Accounting Specialist • Field Auditor • Auditor • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Garden City, NYFinancial Advisorsince Oct 2012Deutsche Bank Securities Vice President, Operational Risk ManagementOct 2010 - Oct 2012
Skills:
Hedge Funds, Equities, Fixed Income, Alternative Investments, Bloomberg, Asset Managment, Series 7, ...
Full Profile

Sean Murray New York, NY

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor, CRPC ®, CSNA® at Merrill Lynch
Location:
Greater New York City Area
Industry:
Capital Markets
Work history:
Merrill Lynch - Garden City, NYFinancial Advisor, CRPC ®, CSNA®since Aug 2012Impavidus Investment Group, LLC - New York, NYPortfolio ManagerJul 2011 - Aug 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

Steve Brown New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Financial Officer • Financial Manager • Managers

Experience & Education

Position:
Vice President/Branch Manager at HSBC, Financial Consultant at New York Community Bank
Title:
Vice President/Branch Manager at HSBC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
HSBC - 147 7th Street Garden City, New Yyork 11530Vice President/Branch Managersince Jan 2012New York Community Bank - Queens, NYFinancial Consultantsince 2010
Full Profile

Donald Johannes Huntington Station, 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 • Marketing Manager • Marketing Administrator

Experience & Education

Position:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Location:
Melville, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Melville, NYFinancial Advisor, Associate Vice Presidentsince 2008H & R Block Financial Advisors - Garden City, NYAssociate Vice President1999 - 2008
Full Profile

Michael Lepore New York, NY

Professions & Specialties

Loan Specialist • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Personal Trainer • Fitness Trainer • Instructor • Pedagogue • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive • Senior Customer Service Representative • Client Service Officer • Sales Representative • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Personal Trainer and MMA Instructor. at Blank
Title:
--Sales Professional
Location:
Greater New York City Area
Work history:
Blank - New York, NYPersonal Trainer and MMA Instructor.since Feb 2010Express Home Solutions - Garden City, NYLoan Specialist/Financial ConsultantDec 2008 - Jan 2010
Certifications:
Personal Trainer, ISSA (International Sports and Science Assocation)
Personal Trainer, NYSC (New York Sports Club)
Full Profile

Lawrence Sangirardi New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Marinaccio,Sangirardi & Assoc. a financial advisory practice of Ameriprise ...
Title:
Financial Advisor,Senior Vice President, MARINACCIO, SANGIRARDI & ASSOCIATES
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Marinaccio,Sangirardi & Assoc. a financial advisory practice of Ameriprise Financial Services, Inc. - Marinaccio, Sangirardi & Associates a financial advisory practice of AmeripriseFinancial Advisorsince Apr 1991Ameriprise Financial Field Vice PresidentApr 2002 - Nov 2009
Full Profile

Joe Hall 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:
Financial Advisor at Andriola,Goldberg & Associates A Private Wealth Advisory Practice of...
Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Andriola,Goldberg & Associates A Private Wealth Advisory Practice of Ameriprise Financial Services - 401 Franklin Avenue Suite 101 Garden City, NY 11530Financial Advisorsince Jan 2013Chase Investment Services Inc. - 60 Great Neck Road Great Neck, NY 11021Financial Advisor, Vice President InvestmentsDec 2008 - Dec 2012
Full Profile

John Mitchell New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, CSNA at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Garden City, NYFinancial Advisor, CSNAsince Jun 2011DLA - SyossetInvestment CounselorJun 2008 - Jun 2011
Full Profile

Seth Duhl New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Group Retirement Plan Account Representative at Mutual of America
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Mutual of America Group Retirement Plan Account Representativesince Feb 2007Ameriprise Financial Services, Inc. - Garden City, NYFinancial AdvisorJan 2004 - Feb 2007
Full Profile

Scott Lewis New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at The Signature Finacial Group
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
The Signature Finacial Group - Garden City, NY 11530Financial Plannersince Aug 1998
Full Profile

Frank Lorenzo 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 Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Garden City, NYFinancial Advisorsince Jun 2008Citi Financial AdvisorJul 2005 - Jun 2008
Full Profile

Christopher Bibow New York, NY

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Investment Analyst • Puchasing and Estimating Manager • Co-Founder • Chairperson • Founder • Founding Member • Chief Executive • Marketing Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Online Leader • SEO Specialist • Internet Marketing Manager • Web Marketer • Operations Manager • Financial Manager • Technology Manager • Technical Managers • Area Manager • Managers • Sales Representative • Software Developers • IT Specialist

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans, Co-Founder, President - Active Family...
Title:
Financial Associate - Thrivent Investment Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - NY Tri-State AreaFinancial Associatesince Jan 2013WWW.TORCHTOOLS.COM - A virtual CTA - Huntington, New YorkCo-Founder, President - Active Family Advisorsince Apr 2003
Skills:
Risk Management, Financial Services, Product Management, Sales, Project Management, Account...
Languages:
Spanish
Certifications:
Series 7, FINRA
FINRA, Series 66
Trader & Financial Consultant at Quick & Reilly
Full Profile

Doreen Marino Elwood, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Manager • Managers • Analysts • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
An Independent Agent at Aflac
Title:
Agent at Aflac
Location:
East Northport, New York
Industry:
Financial Services
Work history:
Aflac - Garden City, NYAn Independent Agentsince May 2011American Laser Centers Clinic and Assistant ManagerMar 2010 - Mar 2011
Skills:
Strategic Financial Planning, Management, Training, Marketing, Customer Service, Small Business,...
Financial Advisor at American Express Financial Ad..
Full Profile

Eric Guerriere New York, NY

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Auditor • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Independent Business Owners • Independent Contractor • Contractor • Owner • Manager • Chief Executive • Operations Manager • Security • Managers • Inspector • Sales Manager • Sales Support • Sales Executive • Services Professional • Sales and Service Specialist • Correspondent • Reporter • Bachelor of Arts • Computer Software Professional • Software Developers • Customer Service

Experience & Education

Position:
Auditor at RGIS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
RGIS - Suffolk County, NYAuditorsince May 2013Jackson Hewitt - 64 E Sunrise Highway Lindenhurst, New YorkTax PreparerJan 2007 - Apr 2013
Senior Financial Counselor at Edge Solutions
Full Profile

Jeff Bonaventura New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Vice President • Chief Executive • Insurance Actuary • Statistician • Data Analyst • Data Entry Specialist • Data Scientist • Team Member

Experience & Education

Position:
CQF Business Development Mgr - Americas at Fitch Learning
Title:
Business Development Mgr - Fitch Learning
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fitch Learning - Greater New York City AreaCQF Business Development Mgr - Americassince Jul 2011Kaplan Test Prep and Admissions - Greater New York City AreaDirector of Sales & Marketing - Grad DivisionAug 2010 - Jul 2011
Financial Consultant at Cambridge Capital
Full Profile

John Peters Hunt, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Guitar Player • Music Artist • Musicians • Instructor • Pedagogue • Manager • Operations Manager • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chiropractor • Client Service Officer • Customer Service • Student Worker • Entertainer

Experience & Education

Position:
FInancial Advisor at AXA Advisors, Guitarist/Instructor/Manager at MK, TDC, JP, Guitar Instructor...
Title:
FInancial Advisor at AXA Advisors
Location:
Huntington, New York
Industry:
Music
Work history:
AXA Advisors - Woodbury, NYFInancial Advisorsince Nov 2012MK, TDC, JP - Huntington, NY / MobileGuitarist/Instructor/Managersince Jun 2011
Languages:
English, Italian
Full Profile

Stephen Palazzo Jersey City, NJ

Professions & Specialties

Loan Officer • Loan Officers • Business Analyst • Project Manager • Leader • Analyst • Analysts • Managers • Project Managers

Experience & Education

Work

Company:
Patel consultants
Business analyst/lead, project manager
Company:
Home mortgage desk - Jersey City, NJ
Loan officer/ team sales leader
Full Profile

Richard Murphy Charlotte, NC

Professions & Specialties

Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr Operations Consultant at Bank of America
Location:
Charlotte, North Carolina Area
Industry:
Financial Services
Work history:
Bank of America - Charlotte, North Carolina AreaSr Operations Consultantsince Mar 2009Bank of America Mortgage Loan OfficerMar 2009 - Dec 2010
Financial Consultant at First Albany Corp
Full Profile

Jeff Nogid New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controlling Specialist • Controller • Government Administration Professional • Director • Community Service Manager • Operations Manager • Bachelor of Arts • Analyst • Analysts

Experience & Education

Position:
Comptroller at City of Long Beach, NY
Location:
Greater New York City Area
Industry:
Government Administration
Work history:
City of Long Beach, NY Comptrollersince Feb 2012Nassau County - Mineola, NYBudget DirectorMar 2010 - Feb 2012
financial advisor
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