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Financial Consultants in Pennsylvania

Financial Consultants in Gardenville, PA

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20 results found

Michael Hanahan Gardenville, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor
Location:
Doylestown, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley - Doylestown, PAFinancial Advisorsince Apr 2013BNY Mellon - Greater Philadelphia AreaSenior Performance AnalystJun 2012 - Apr 2013
Full Profile

Rick Wagner Gardenville, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President | Financial Advisor at Morgan Stanley
Title:
Vice President | Financial Advisor | Portfolio Manager at Morgan Stanley
Location:
Doylestown, Pennsylvania
Industry:
Financial Services
Work history:
Morgan Stanley - Doylestown, PAVice President | Financial Advisorsince Sep 2007Smith Barney - Doylestown, PAVice President | Financial Advisor | Portfolio ManagerJun 1999 - Sep 2007
Full Profile

Hippolyte Nwal Gardenville, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Sales Director • Counselor • Advisor

Experience & Education

Work

Company:
Lord & taylor - King of Prussia, PA
Sales associate
Company:
Bipop bank, division of grupo capitalia - Paris (75)
Sales manager/financial consultant
Full Profile

Jared Caldwell Gardenville, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Territory Sales Manager • Operations Manager • Region Manager • Oncologist • Medical Practice Professional • Medical Practitioner • Biotechnology Professional • Biologist • Biological Scientist • Sports Trainer • Sports Trainers • Physician • Representative • Area Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Manager, Sales Training, Oncology and Pain at Jazz Pharmaceuticals
Location:
Doylestown, Pennsylvania
Industry:
Biotechnology
Work history:
Jazz Pharmaceuticals - Greater Philadelphia AreaSr. Manager, Sales Training, Oncology and Painsince Mar 2013Galderma Laboratories District Sales Manager2011 - 2013
Skills:
Pharmaceutical Sales, Oncology, Business Planning, Sales Effectiveness, Pharmaceutical Industry,...
Financial Advisor at Morgan Stanley
Full Profile

Laney Johnson Gardenville, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Director • Operations Manager • Agent • Sales Representative • Financial Analyst

Experience & Education

Work

Company:
Financial business solutions, llc
President
Company:
Villanova university
Project management
Full Profile

Joseph Nappi Gardenville, PA

Professions & Specialties

Managing Member • Owner • Manager • Operations Manager • Chief Executive • Agent • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Belle basket gourmet italian gift baskets, llc
Managing member / owner
Company:
Belle basket gourmet italian gift baskets, llc - Doylestown, PA
Independent broker - dealer
Full Profile

David Emery Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Planner • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Real Estate Manager

Experience & Education

Position:
Certified Financial Planner at Marshall Financial Group
Title:
Certified Financial Planner™ at Marshall Financial Group (Fee-Only)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Marshall Financial Group - Doylestown, PACertified Financial Plannersince Aug 2011Univest National Bank and Trust Co. Vice President, Senior Financial AdvisorApr 2005 - Aug 2011
Skills:
Portfolio Management, Wealth Management, Investments, Investment Management, Strategic Financial...
Full Profile

Greg Mcgovern Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at The Doylestown Private Wealth Group, a private wealth advisory practice of...
Title:
Financial Advisor, The Doylestown Private Wealth Group, a private wealth advisory practice of Ameriprise Financial Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Doylestown Private Wealth Group, a private wealth advisory practice of Ameriprise Financial Inc. - Doylestown, PAFinancial Advisorsince Dec 2012Rotary Club of Harleysville - HarleysvillePresidentsince Jan 2007
Full Profile

Robert Seiden Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Business Administrator • Surgeon • Surgical Specialist • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Master of Science • Hospital Care Professional • Health Professional • Health Practitioner • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Oct 2012Morgan Stanley Smith Barney - Doylestown, PAFinancial AdvisorSep 2011 - Oct 2012
Skills:
Series 7, Insurance Brokerage, Uniform Combined State Law, Lean Manufacturing, Six Sigma, Series...
Full Profile

John Mccaffery Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Vice President • Chairperson • Chief Executive • Head Coach • Assistant Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Master of Science • Team Member • Advisor • Managers

Experience & Education

Position:
Financial Advisor at Raymond James, Head Coach; President at Pennsylvania Rush/ Lenape Valley...
Title:
First Vice President, Investments at Raymond James
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Raymond James Financial Advisorsince Feb 2009Pennsylvania Rush/ Lenape Valley Soccer Club - New Britain, PAHead Coach; Presidentsince 2009
Full Profile

Bryan Reilly Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Student Worker • Lawyers

Experience & Education

Position:
Chief Financial Officer at Pond Lehocky Stern Giordano
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Pond Lehocky Stern Giordano - Philadelphia, PAChief Financial Officersince Jul 2010Edward Jones - Doylestown, PAFinancial AdvisorMay 2009 - Jul 2010
Full Profile

Matthew Brown New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Research Analyst at Merrill Lynch
Location:
New York, New York
Industry:
Financial Services
Work history:
Merrill Lynch - New York, New YorkResearch Analystsince Jun 2013Merrill Lynch - Hopewell, New JerseyInstitutional Performance AnalystNov 2010 - Jun 2013
Languages:
Spanish
..analyst for approximately 15 Financial Advisor groups that reported on close to..
Full Profile

Abraheim Ali Philadelphia, PA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Sales Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at PNC Investments
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
PNC Investments - ChalfontFinancial Advisorsince Aug 2012Wells Fargo - Doylestown, PARegional Bank Private Banker, VPNov 2011 - Aug 2012
Full Profile

Drew Barlow Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President, Financial Advisor, Portfolio Mnangement Director at Morgan Stanley, Spinning ...
Title:
Portfolio Management Director, Financial Advisor - Penn Wealth Management at Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley - 4259 West Swamp Road., Suite 400 Doylestown 18902Senior Vice President, Financial Advisor, Portfolio Mnangement Directorsince Feb 2009Cornerstone Health and Fitness - Doylestown PASpinning Instructor - Part-timesince Jan 2004
Full Profile

Clark Frame Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Business Manager at IProfessional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
IProfessional - Doylestown, PABusiness Managersince May 2013Wells Fargo Advisors, LLC - Conshohocken, PAFinancial AdvisorOct 2012 - May 2013
Skills:
Public Speaking, Series 63, Wealth Management
Full Profile

Phil Rush Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President, Trust & Investment Officer at First Savings Bank
Title:
CFA, CFP(R), Vice President, Trust & Investment Officer at First Savings Bank
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
First Savings Bank - Doylestown, PAVice President, Trust & Investment Officersince Jun 2011Univest Bank - Souderton, PAVP, Senior Financial AdvisorJan 2006 - Jun 2011
Full Profile

Daniel Geffken Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Financial Director • Chief Executive Officer • Founder • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Founding Member • News Anchor • Commercial Announcer • Presenter • Advisor • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Board of Directors; Audit Committee, Compensation Committee at Alcobra Ltd, Part time Chief...
Title:
Financial Consultant at Genocea Biosciences
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Alcobra Ltd - Tel AvivBoard of Directors; Audit Committee, Compensation Committeesince May 2013Arus Biologics - Grantham, New HampshirePart time Chief Financial Officersince Mar 2013
Full Profile

Joe Delikat Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Bachelor of Science • Automotive Specialist • Automotive Professional • Construction • Advisor • School Administrator • Educational Manager

Experience & Education

Position:
President at Green View Financial Services LLC, CFO - Part Time at AWE Tuning, Finance Part Time at ...
Title:
President at Green View Financial Services LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Green View Financial Services LLC - Doylestown, PA 18901Presidentsince Jan 2010AWE Tuning CFO - Part Timesince Jan 2011
Financial Consultant at Aeropulse LLC
Full Profile

Karen Mineo Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Marketing Director • Chief Operating Officer • Chairperson • Founder • Director of Operations • Chief Communications Officer • Chief Executive • General and Operations Manager • Founding Member • Operations Manager • Financial Manager • Training and Coaching Professional • Professional Development Teacher

Experience & Education

Position:
COO & Marketing Director at Archetype Advisors, LLC™, President & Founder at KM Consulting...
Title:
COO & Marketing Director at Archetype Advisors, LLC™
Location:
Greater Philadelphia Area
Industry:
Professional Training & Coaching
Work history:
Archetype Advisors, LLC™ - Doylestown, PACOO & Marketing Directorsince Nov 2011KM Consulting Group, LLC - Doylestown, PAPresident & Foundersince Oct 2008
Financial Advisor Network
Full Profile

Frank Litchfield Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Supervisor • Managers • Client Service Officer • Sales Account Associate • Equipment Tools Purchasing Agent • Sales Representative • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • High School Diploma • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Foreman • Construction Administrator • Construction Manager • Customer Service • Sales Manager

Experience & Education

Position:
Financial Representative at Northwestern Mutual, Financial Representative at Northwestern Mutual...
Title:
Financial Representative with Northwestern Mutual Financial Network
Location:
Philadelphia, Pennsylvania
Industry:
Insurance
Work history:
Northwestern Mutual - Center City, Philadelphia PAFinancial Representativesince Jun 2011Northwestern Mutual Financial Network Financial Representativesince Jun 2011
Financial Advisor Network
Full Profile

Financial Consultants near Gardenville, PA01326395265BethlehemPenningtonHorshamEastonFlemingtonNorth WalesSouthamptonNew HopeQuakertownWarminster


Financial Consultants around Gardenville, PA

Annandale  (1)
Bethlehem  (61)
Bloomsbury  (2)
Chalfont  (8)
Clinton  (5)
Dublin  (1)
Easton  (16)
Flemington  (13)
Furlong  (2)
Hampton  (1)
Hatboro  (6)
Hatfield  (4)
Hellertown  (4)
High Bridge  (1)
Horsham  (26)
Jamison  (4)
Lebanon  (4)
Milford  (2)
New Hope  (8)
North Wales  (12)
Pennington  (53)
Perkasie  (5)
Pittstown  (1)
Quakertown  (8)
Sellersville  (2)
Souderton  (6)
Southampton  (10)
Stockton  (1)
Titusville  (6)
Warminster  (8)
Warrington  (2)
Washington  (3)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Consultant  (20)
Financial Management Analyst  (1)