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Financial Consultants in Hartford, CT

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250 results found

David Belisle Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Engineer • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Engineer • Customer Service • Field Engineer • Technician • Business Administrator • Technical Specialist • Technical Support Specialists • High School Diploma • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Operations Manager

Experience & Education

Position:
Internal Wholesaler at MetLIfe
Title:
Metlife Internal Wholesaler
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
MetLIfe - Bloomfield, CTInternal Wholesalersince Jun 2008New England Financial - West Hartford, CTFinancial Advisor2006 - 2008
Skills:
Vinyl Cutters: Sign maker 3&4, HS15, HS750, GS15, GS750, enVision 375&750, Vinyl Printers:...
Certifications:
Life and Health State License
FINRA Series 6
Full Profile

Frank Shiboski Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Model • Team Leader • Operations Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Consultant at Aetna
Location:
Hartford, Connecticut
Industry:
Insurance
Work history:
Aetna - Hartford, CTSenior Financial Consultantsince Feb 2013Aetna - Hartford, CTFinancial Consultant - Risk Revenue ReportingJan 2012 - Feb 2013
Full Profile

Jamie Rice Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Technology Director • Technology Manager • Technical Managers • Managing Partner • Chief Executive • Financial Manager • Partner • Project Managers • Research Analyst • Research Assistant • Survey Researcher • Researcher • Summer Associate • Paralegal • Visual Basic Developer • Software Developer • Software Developers • Model • Counselor • Project Manager • Analysts • Advisor • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Master of Science • Bachelor of Science • Sports Trainers

Experience & Education

Position:
Financial Advisor at Edward Jones, Technology Director at Hartford CFA Society
Title:
Financial Advisor at Edward Jones
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Edward Jones - Simsbury, CTFinancial Advisorsince Nov 2012Hartford CFA Society - Hartford, Connecticut AreaTechnology Directorsince Jun 2011
Skills:
Asset Allocation, Portfolio Management, Equities, Bloomberg, Factset, Equity Valuation, Mutual...
Full Profile

Jon Kehl Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Position:
Investment and Financial Advisor Representative at Questar Asset Management, Questar Capital...
Title:
at Questar Capital Corporation
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Questar Asset Management, Questar Capital Corporation - Newington, CTInvestment and Financial Advisor Representativesince 2000Egress Strategies Exit and Transition Planning for Business Ownerssince 2010
Full Profile

Tom Fruin Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Adviser • Financial Specialist • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Subject Matter Expert • Supervisor • Advisor • Analysts • Technical Specialist • Technical Support Specialists • Skilled Professional • Managers • Sales Director • Project Managers • Operations Manager • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Master of Science • Computer Software Professional • Software Developers • School Administrator • Educational Manager

Experience & Education

Position:
Registered Associate at Morgan Stanley Wealth Management
Title:
Morgan Stanley Smith Barney
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - West Hartford, CTRegistered Associatesince Nov 2011Morgan Stanley Wealth Management - West Hartford, CTFinancial AdvisorOct 2010 - Aug 2011
Skills:
Finance, Financial Modeling, Six Sigma, Financial Analysis, Strategic Financial Planning, Process...
Full Profile

Kathie Read Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Manager • Operations Manager • Project Managers • Project Manager • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Product Management & Development at MetLife
Title:
Product Manager at MetLife
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
MetLife Product Management & Developmentsince Nov 2012Edward Jones - Avon, CTFinancial AdvisorFeb 2012 - 2012
Skills:
Compliance, Insurance, Strategic Planning, Risk Management, Cross-functional Team Leadership,...
Full Profile

Lee Lewis Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Administrator • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Team Member • Analysts • Bachelor of Business Administration • Bachelors Degree • Educator • Associate Professor • Education Professional • Instructor • Lecturer • Postsecondary Teacher • Research Assistant • Researcher • Survey Researcher • Marketing Manager

Experience & Education

Title:
Investment Real Estate Specialist at Broder Commercial
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Prudential CT Realty - West Hartford, CTRealtorAug 2011 - May 2013Himmelstein Financial - USA Financial AdvisorMar 2009 - Jul 2011
Skills:
Investments, Asset Managment, Portfolio Management, Alternative Investments, Equities, Valuation,...
Languages:
Portuguese, French, Spanish
Full Profile

Havital Miltz Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Tax Accountant • Business Development Manager • Operations Manager • Vice President • Chief Executive • Master of Business Administration • Psychologist • Computer Software Professional • Software Developers • Recruitment • Regional Sales Consultant • Sales Representative • Psychology Specialist

Experience & Education

Position:
Investment Advisor Representative/Registered Representative at New England Securities
Title:
Financial Advisor/Investment Advisor Representative/Registered Representative at New England Securities
Location:
West Hartford, Connecticut
Industry:
Financial Services
Work history:
New England Securities - West Hartford, CTInvestment Advisor Representative/Registered Representativesince Jun 2012H&R Block - Vernon, CTTax ProfessionalJan 2012 - Apr 2012
Full Profile

Pranaya Bhattarai Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Apprentice • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Student Worker • Non-Profit • Model • HR Manager • Operations Manager • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Analyst at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers - Hartford, Connecticut AreaFinancial Analystsince Dec 2012Travelers - Hartford, Connecticut AreaFinancial Consultant (Intern)Jan 2012 - Dec 2012
Languages:
Nepali, Hindi, English
Full Profile

Lisa Hurley Hartford, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Advisor • Operations Manager • Master of Arts • Bachelor of Science • IT Manager • IT Analyst • Information Systems Analyst • Market Research Analyst

Experience & Education

Position:
Financial Advisor at Loomer & Associates, a private wealth advisory practice of Ameriprise...
Title:
CERTIFIED FINANCIAL PLANNER™ | Financial Advisor at Loomer & Assoc., a private wealth advisory practice of Ameriprise
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Loomer & Associates, a private wealth advisory practice of Ameriprise Financial Financial Advisorsince Apr 2011Voluntary Benefit Solutions LLC Vice PresidentSep 2010 - Apr 2011
Full Profile

Becky Bucha Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Student at Dr. Henry C. Lee Institute of Criminal Justice and Forensic Science
Location:
Hartford, Connecticut Area
Industry:
Judiciary
Work history:
Dr. Henry C. Lee Institute of Criminal Justice and Forensic Science Studentsince Sep 2009Wachovia Securities Financial AdvisorApr 2007 - Apr 2009
Full Profile

Jessica Maas Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Senior Analyst • Project Manager • Analysts • Model • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Partner • Project Managers • Chief Executive

Experience & Education

Position:
Senior Analyst at Lincoln Financial Group
Title:
Senior Competitive Analyst at Lincoln Financial Group
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Lincoln Financial Group Senior Analystsince Aug 2010Lincoln Financial Group Project ManagerJun 2007 - Aug 2010
Skills:
Registered Representative with FINRA Series 6
..ambassador role for the Lincoln Financial Advisor
Full Profile

Linda Knox Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Vice President, Strategic Relationships Experience at Prudential Retirement
Title:
VP, Strategic Relationships Experience at Prudential Retirement
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Prudential Retirement - Hartford, CTVice President, Strategic Relationships Experiencesince Sep 2004Prudential Retirement Vice President, PEAK Performance2004 - Nov 2011
exporting the University to the financial advisor market via our Top 100 partners..
Full Profile

Craig Taylor Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC - Bristol, CTFinancial Consultantsince Jan 2007Canton GOP Member and Vice Chairman1997 - 2004
Full Profile

John Belanger Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Owner • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Advisor • Customer Service

Experience & Education

Position:
Director Process Owner Retirement Services Operations at MassMutual Financial Group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Director Process Owner Retirement Services Operationssince Jan 2013The Hartford Director, Process Owner Retirement OperationsApr 2011 - Dec 2012
Developed Financial Advisor survey for New Business team to..
Full Profile

Ornela Minxhozi Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Arts • Managers • Chief Executive

Experience & Education

Work

Company:
Hartford hospital
Financial counselor
Company:
Nordstrom - Farmington, CT
Salesperson

Skills

Fluent in Albanian
Full Profile

William Rodriguez Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Associate Program • Apprentice • Business Administrator • Analysts • Manager • Financial Manager • Operations Manager • Student Worker

Experience & Education

Work

Company:
Morgan stanley
Wealth advisory associate program
Company:
Merrill lynch wealth management - Hartford, CT
Financial advisor trainee
Full Profile

Maria Carreira Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • C++ Developer • Java Developer • Software Developer • Software Developers

Experience & Education

Position:
Financial Consultant at Travelers
Title:
--
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Financial Consultant
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research,...
Languages:
Portuguese
Full Profile

Ayan Sugulleh Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Data Entry Specialist • Data Scientist • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Connecticut children's medical center
Financial counselor
Company:
Aerotek/xerox government solutions
Medicaid spend-down specialist (temp)
Full Profile

Anna Umansky Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Financial Officer • Financial Manager • Chief Executive • Account Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Director of Finance at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers - Hartford CTDirector of Financesince 2006Travelers - Hartford, Connecticut AreaSenior Financial Consultant2005 - 2006
Skills:
Financial Modeling, Budget Analysis, Financial Reporting, Financial Analysis, Financial Planning,...
Languages:
Russian
Full Profile

Alice Brault Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Life-Learner assisting and supporting self-fullfillment
Location:
Hartford, Connecticut Area
Industry:
Mental Health Care
Work history:
Travelers Sr Financial AnalystMar 2000 - Jul 2009Travelers Insurance Sr Financial AdvisorMar 2000 - Jul 2009
Full Profile

Darren Parent Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Sales Representative • Property Manager • Real Estate Manager

Experience & Education

Position:
Director, Asset Retention, Suitability and Flexible Initiative Teams at Phoenix Life Insurance Company
Title:
Director, Suitability and Underwriting
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Phoenix Life Insurance Company Director, Asset Retention, Suitability and Flexible Initiative Teamssince Jan 2010Legacy Financial Group, LLC / MassMutual Financial Advisor / Managing AssociateDec 2008 - Jan 2010
Skills:
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset...
Full Profile

Alejandro Iii Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Buyer • Buyer and Seller • Sales Representative • Commodities Clerk • Non-Profit • Advisor • Sports Trainers

Experience & Education

Position:
Retail Experience Manager at Tempur-Pedic, Financial Advisor at Ameriprise Financial Services,...
Location:
Hartford, Connecticut Area
Industry:
Retail
Work history:
Tempur-Pedic Retail Experience Managersince Jan 2010Ameriprise Financial Services Financial Advisorsince 2007
Skills:
General Financial Planning, Protection and Insurance, Investment Advice, Women's Financial...
Full Profile

Jared Needelman Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Database Administration Professional • Database Administrator • Software Developer • Software Developers • Customer Service Associate • Data Typist • Apprentice • Investor • Non-Profit • Business Administrator • Computer Operator Specialist • Office Administrator • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Bachelor of Science • Student Worker

Experience & Education

Position:
Financial Advisor Assistant at MJP Associates
Location:
Hartford, Connecticut Area
Industry:
Information Technology and Services
Work history:
MJP Associates - Farmington, CTFinancial Advisor Assistantsince May 2013MassMutual Financial Group - Springfield, Massachusetts AreaRetention SpecialistSep 2012 - May 2013
Skills:
Salesforce.com, OMNI, Financial Analysis, Organizational Development, Teamwork, Team Building,...
Certifications:
Series 6, FINRA
Series 63, FINRA
Full Profile

Beth Linderman Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive • Customer Service

Experience & Education

Title:
Financial Advisor, Financial Planning Specialist at Morgan Stanley Smith Barney
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Full Profile

Christine Tautic Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Sovereign Bank
Location:
Hartford, Connecticut Area
Industry:
Banking
Work history:
Sovereign Bank Financial ConsultantMassMutual Financial Group Internal Wholesaler2005 - 2009
Full Profile

Michael Chan Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Travelers Insurance
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Insurance Senior Financial Consultant
Full Profile

Brendan Lewis Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Edward Jones Financial Advisor
Full Profile

Bill Turgeon Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Sr. Financial Consultant at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Full Profile

Lynn Scully Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Stifel Nicolaus at Stifel Financial Corp.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Hartford, Connecticut Area, United StatesFinancial Advisor - Stifel Nicolaussince May 2010Ameriprise Financial - New Haven, CTFinancial AdvisorMar 2009 - May 2010
Full Profile

R. Amann Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse Practitioner

Experience & Education

Position:
Insurance Agent at R. Scott Amann, Financial Advisor at SagePoint Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
R. Scott Amann Insurance Agentsince Jul 1993SagePoint Financial Financial Advisorsince Jul 1993
Skills:
I take a personal interest in helping my clients plan for a secure future, I am dedicated to...
Full Profile

Jessica Richard Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Aetna
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Aetna Financial Consultant
Full Profile

Jennifer Howard Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Travelers Insurance
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Insurance Senior Financial Consultant
Full Profile

Michael Lecours Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service • Chief Executive • Advertising Professional • Brand Representative • Advertising Sales Agent • Human Resources Specialist • Recruitment • Trust Law Attorney • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Manager at Ohanesian / Lecours
Title:
Financial Advisor & Marketing Manager at Ohanesian / Lecours
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Ohanesian / Lecours - West Hartford, CTMarketing Managersince Oct 2011Cashman & Katz Integrated Communications - Glastonbury, CTSenior Account ExecutiveAug 2010 - Oct 2011
Full Profile

Gianluca Digregorio Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Financial Consultant
Full Profile

Caroline Johnson Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Secretary • Medical Assistant • Healthcare Support • Sales Representative • Sales Agent • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Ct financial group
Financial advisor assistant
Company:
Davis, posteraro and wasser
Medical secretary
Full Profile

Maria Carreira Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Travelers
Title:
--
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Financial Consultant
Languages:
Portuguese
Full Profile

Doug Cameron Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Financial Consultant
Full Profile

Matthew Couzens Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & Managing Director at Ameriprise Financial Services, Inc.
Title:
Managing Director, COUZENS & DOMINGOS An Ameriprise Platinum Financial practice
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor & Managing Directorsince Sep 2005
Full Profile

Jenny Laurita Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at ING
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
ING Financial Advisor
Full Profile

Anson Harris Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Financial Advisorsince 2011Bank of America Merrill Lynch Managing Director and Senior Corporate Banker1992 - 2009
Certifications:
Series 7, 63, 66 and 31. Insurance and Variable Annuity Licenses
Full Profile

Anna Pare Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Travelers Financial Consultantsince Jun 2008
Full Profile

Jason Ruimerman Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Director • Sales Manager • Business Development Manager • Operations Manager • Financial Manager • Department Supervisor • Manager • Organization Management • Master of Science

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Hartford, Connecticut AreaFinancial Advisorsince Apr 2013Lord Abbett & Co, LLC Southeast Retirement Sales DirectorJan 2011 - Apr 2013
Full Profile

Joanne Frascona Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Chief Administrative Officer • Chief Executive Officer • Owner • Operations Manager • Chief Executive • Corporate Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Administrative Associate • Administrative Clerk • Clerical Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Systems Support Specialist • Support Specialists

Experience & Education

Position:
Branch Office Administrator at Edward Jones
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Work history:
Edward Jones - Thomaston, CT.Branch Office Administratorsince Feb 2013Rioux & Company, LLC Administrative AssistantJun 2000 - Dec 2011
Office Administration: Assisting the Financial Advisor in managing the branch office to..
Full Profile

Doug Domian Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - One State St, Suite 1600, Hartford, CT 06103Financial Advisorsince Dec 2012Merrill Lynch Financial AdvisorFeb 2009 - Dec 2012
Full Profile

David Ballard Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Customer Contact Center Representative at ING Life Insurance & Annuity Company
Title:
Financial Advisor
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
ING Life Insurance & Annuity Company - Windsor, CTCustomer Contact Center Representativesince Apr 2013GE Capital Healthcare Financial Services VP, Sr. Account ManagerJan 2005 - Jan 2013
Skills:
Corporate Finance, Consultative Sales Professional, Finance, Relationship Management, Credit,...
Full Profile

Wayne Atkins Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Operations Manager • Counselor • Business Specialist • Advisor • Instructor • Pedagogue

Experience & Education

Position:
Owner at The HVAC Business Doctor (R), Owner & Consultant at The HVAC Business Doctor (R),...
Title:
Owner & Consultant at The HVAC Business Doctor (R)
Location:
Hartford, Connecticut Area
Industry:
Management Consulting
Work history:
The HVAC Business Doctor (R) OwnerThe HVAC Business Doctor (R) Owner & Consultantsince 1993
Skills:
Pricing, Cash Flow Management, P&L Management, Financial Managment, Budgeting, Business...
Full Profile

Tommy Leone Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Mass Mutual
Location:
Hartford, Connecticut Area
Industry:
Insurance
Full Profile

Tami Hahn Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Senior Financial Consultant at Travelers
Location:
Hartford, Connecticut Area
Industry:
Insurance
Full Profile

Kate Rietberg Hartford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Management Team Executive • Non-Profit

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 1997Toronto Dominion Bank Manager- Commercial Sales & Marketing Toronto Division1990 - 1996
Full Profile


Financial Consultants near Hartford, CT0714212835WindsorBloomfieldFarmingtonGlastonburyManchesterSimsburyMiddletownAvonNew BritainRocky Hill