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Financial Consultants in New York

Financial Consultants in Hauppauge, NY

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38 results found

Victor Fugarov Hauppauge, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Metlife
Financial advisor
Company:
Oppenheimer & co. inc
Financial advisor

Skills

Series 7, Series 63, Series 65
Full Profile

Sunil Kamath Hauppauge, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Business Analyst • Investor • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Engineer • Software Developers • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Managers

Experience & Education

Position:
Project Manager at CoreOne Technologies - VistaOne Solutions (formerly Netik)
Title:
Project Manager at CoreOne Technologies - VistaOne Solutions
Location:
Hauppauge, New York
Industry:
Financial Services
Work history:
CoreOne Technologies - VistaOne Solutions (formerly Netik) - Hauppauge, NYProject Managersince Jul 2011Citi Project Lead / IT Sr. Business AnalystFeb 2008 - Jul 2011
Mutual Funds and Financial Advisor Internet based reporting systems..
Full Profile

Terry Smith Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Butler • Personal Care Aide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Commodities Clerk

Experience & Education

Position:
Vice President-Chase Private Client at JPMorgan Chase
Title:
Private Client Advisor- Chase Private Client
Location:
Hicksville, New York
Industry:
Financial Services
Work history:
JPMorgan Chase - Hicksville, NYVice President-Chase Private Clientsince Dec 2002American Express Financial Advisors - Hauppauge, NYFinancial AdvisorJun 1997 - Nov 2002
Skills:
Investments, Retirement Planning, Insurance, Analysis, Investment Strategies, Financial Risk,...
Full Profile

Kevin Filosa Hauppauge, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Work

Company:
Lpl financial/ny community bank
Financial advisor, sales
Company:
Signature securities - Great Neck, NY
Vice president, sales
Full Profile

Mark Salerno Smithtown, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Apprentice • Student Worker • Founder • Founding Member • Chief Executive • Sales Manager • Marketing Professional • Advertising Sales Agent • Sales Executive

Experience & Education

Work

Company:
Wells fargo advisors - Smithtown, NY
Financial advisor
Company:
Executive management, inc - Nesconset, NY
Account manager intern

Skills

Series 7, Series 66
Full Profile

Ralph Amitrano Hauppauge, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Life insurance, long term care
Independent financial advisor and general agent wholesaler
Company:
N.y community bank - Westbury, NY
Senior financial advisor
Full Profile

Marisol Sanchez-taboada Hauppauge, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Edward jones investments
Financial advisor/retail
Company:
First empire securities - Hauppauge, NY
Vp of fixed income strategies/fa
Full Profile

Ryan Charder Hauppauge, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Legal Intern • Student Lawyer

Experience & Education

Work

Company:
Suffolk county district attorney's office - Riverhead, NY
Legal intern
Company:
Northwestern mutual - New York, NY
Financial advisor
Full Profile

Michael Salvato Bohemia, NY

Professions & Specialties

Ice Hockey Coach • Sports Game Coach • Manager • Operations Manager • Coordinator • Managers

Experience & Education

Work

Company:
Plaza sports
E-commerce manager
Company:
Impact environmental - Bohemia, NY
Transportation and leads coordinator

Skills

Inventory management, Microsoft excel, amazon.com, Photoshop, , verbal and written communication...
Full Profile

Brandon Herlihy Hauppauge, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Sales Manager • Master of Business Administration

Experience & Education

Position:
Allstate Financial Professional at Allstate
Title:
Allstate Financial Professional
Location:
Hauppauge, New York
Industry:
Financial Services
Work history:
Allstate - Hauppauge, New YorkAllstate Financial Professionalsince Dec 2012ZocDoc Sales ExecutiveJun 2012 - Dec 2012
Skills:
Sales, Life Insurance, College Savings Plans, Public Speaking, Long-term Care, Disability...
Financial Advisor at Ameriprise Financial Services
Full Profile

Ahmed Saoud Hauppauge, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Field Technician • Technical Specialist • Technical Support Specialists • Systems Administrator • Computer Systems Administrator • Business Administrator • Managers • Computational Scientist • Systems Support Specialist • Support Specialists • Computer Scientists • Operations Manager

Experience & Education

Work

Company:
Netcom plus
Senior field technician
Company:
Nuelion inc - Plainview, NY
Assistant systems administrator
Full Profile

Gilda Gilbert Hauppauge, NY

Professions & Specialties

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

Experience & Education

Position:
Business Development Specialist at Bridge Capital Solutions
Location:
United States
Work history:
Bridge Capital Solutions - Hauppauge, NYBusiness Development Specialistsince May 2012Cornell Technologies - Syosset, NYVP Sales2009 - 2012
Financial Advisor at CUNA Financial Services
Full Profile

Brian Califano New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Entertainment Professional • Entertainer • Controller • Financial Director • Executive Team Leader • Chief Executive Officer • Chief Operating Officer • Chief Information Officer • Technology Director • Purchasing Managers • Project Managers • Financial Officer • Financial Manager • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Technology Manager • Technical Managers • Certified Public Accountant • Chief Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Manager • Project Manager • Doctor of Medicine • Master of Business Administration • Bachelor of Business Administration • Emergency Medical Technician • Paramedic • Computer Software Professional • Software Developers

Experience & Education

Position:
Vice President & Corporate Controller at SFX Entertainment, Inc.
Title:
Financial Executive in Music, Entertainment & Technology Industries
Location:
Greater New York City Area
Industry:
Entertainment
Work history:
SFX Entertainment, Inc. - NYCVice President & Corporate Controllersince May 2012BFC Consulting - New YorkFinancial ConsultantJan 2012 - Jul 2012
Skills:
Financial Reporting, SOX, Integration, Publishing, SAP, Mergers, Executive Reporting, Hyperion,...
Certifications:
Certified Public Accountant, New York State
Full Profile

August Hochenberger New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Brokerage Clerk • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Project Manager • Market Research Analyst • Sales Manager • Chief Executive • Project Managers • Vocalist • Singer

Experience & Education

Position:
Sales Consultant at Sunrise Toyota
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Sunrise Toyota Sales Consultantsince Jan 2012MetLife - Hauppauge, NYFinancial AdvisorJul 2009 - Feb 2012
Skills:
Fixed Income, Options, Market Data, Investments, Capital Markets, Direct Sales, Market Research,...
Full Profile

Bradley Anhouse New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Marketing Manager • Marketing Intern • Operations Manager • Representative • Apprentice • Volunteer • Advisor • Organization Management • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Title:
Marketing Professional seeking Full Time Employment
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Flex Marketing Group Marketing ManagerJan 2013 - Apr 2013Bankers Conseco Life Insurance Company - Islandia, NYFinancial AdvisorOct 2012 - Jan 2013
Skills:
Social Media, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Facebook, Event...
Full Profile

Dean Colvin New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Counselor • Apprentice • Representative • Non-Profit • Advisor • Copy Desk Chief • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Chief Administrative Officer • Owner • Operations Manager • Chief Executive • Physical Education Professor • Physical Education Professors • Agent • Sales Representative • Master of Science • Student Worker

Experience & Education

Position:
Financial Advisor at UBS Wealth Management, Wealth Management at Morgan Stanley Wealth Management
Title:
Financial Advisor at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - 590 Madison Avenue, New York, NY 10022Financial Advisorsince Mar 2013Morgan Stanley Wealth Management - 787 7th Avenue, New York, NYWealth Managementsince Apr 2012
Skills:
Editing, PowerPoint, Social Media, Microsoft Excel, Facebook, Customer Service
Certifications:
General Securities Representative (Series 7), FINRA
Uniform Securities Agent State Law Examination (Series 63), FINRA
Full Profile

Kevin Oill Raleigh, NC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Recruiter • Recruitment • Talent Agent • Composer • Music Director • Security • Business Analyst • Project Manager • Analyst • Analysts • Java Developer • Linux Administrator • Senior Database Administrator • Software Engineer • Software Tester • Systems Administrator • Unix Administrator • Information Technology Specialist • Mobile Application Developer • Software Developer • Software Developers • Computer Systems Administrator • Database Administration Professional • Database Administrator • Computer Specialist • IT Specialist • Psychologist • Project Managers • Psychology Specialist

Experience & Education

Position:
Technical Recruiter at Matrix Resources
Location:
Raleigh-Durham, North Carolina Area
Industry:
Staffing and Recruiting
Work history:
Matrix Resources - Raleigh-Durham, North Carolina AreaTechnical Recruitersince Jun 2011MetLife - Hauppauge, NYFinancial AdvisorJan 2010 - Jun 2011
Skills:
Technical Recruiting, Social Networking, Staffing Services, Salary Negotiation, Contract...
Full Profile

Bryan Trugman New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor & Registered Representative at Attitude Financial Advisors, An Office of MetLife
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Attitude Financial Advisors, An Office of MetLife - Hauppauge, NYFinancial Advisor & Registered Representativesince Apr 2012North Shore Financial Group, An Office of MetLife - Hauppauge, NYFinancial AdvisorJul 2008 - Apr 2012
Full Profile

Domenick D'ercole New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Metlife, Financial Advisor at North Shore Financial Group/MetLife
Title:
Financial Services Representative and Financial Advisor at Metlife
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Metlife - 2929 Expressway Drive North Hauppauge NY 11749Financial Advisorsince Feb 2004North Shore Financial Group/MetLife Financial Advisorsince 2004
Full Profile

Neil Solina Canaan Lake, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at North Shore Financial Group, An Office of MetLife, Manager at ClearSound Audio
Title:
Financial Services Representitive
Location:
Patchogue, New York
Industry:
Financial Services
Work history:
North Shore Financial Group, An Office of MetLife - Hauppauge, NYFinancial Advisorsince Mar 2009ClearSound Audio - Patchogue, Long island, New YorkManagersince Sep 2004
Full Profile

Joe Torre New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Counselor • Guide • Advisor • Tour Guide

Experience & Education

Position:
Account Manager at New York Label and Box Works, Senior Mortgage Consultant at Insignia Mortgage Group
Title:
Account Manager at New York Label and Box Works
Location:
Greater New York City Area
Industry:
Printing
Work history:
New York Label and Box Works - Islandia, New York 11749Account Managersince Feb 2011Insignia Mortgage Group Senior Mortgage Consultantsince Sep 2008
Skills:
Packaging, Offset Printing, Flexo, Print Management
Full Profile

James Capuano New York, NY

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Sales Agent • Sales Representative • Army Lieutenant Colonel • Security

Experience & Education

Position:
Brokerage Sales at PGP Life
Title:
PGP Life Sales Rep
Location:
Greater New York City Area
Industry:
Insurance
Work history:
PGP Life - Hauppauge, NYBrokerage Salessince Apr 2012MetLife Financial Advisor and Financial Services RepresentativeFeb 2008 - May 2012
Full Profile

Linda Ledzian New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Capital One
Title:
Asst. VP Financial Adviser at Capital One
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Capital One - Nassau County, Long Island, NYFinancial Consultantsince Jun 2001MassMutual Financial Group Financial Consultant1998 - 2001
Full Profile

Joseph Cerullo New York, NY

Professions & Specialties

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

Experience & Education

Position:
Mortgage Consultant at Fairway Independent Mortgage Corporation, Financial Consultant at Genesis...
Title:
Independent Financial Services Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fairway Independent Mortgage Corporation - 1757 Veterans Memorial Highway, Suite 12, Islandia, NY 11749Mortgage Consultantsince Oct 2012Genesis Home Mortgage Corp. Financial Consultantsince Apr 2006
Full Profile

Brian Alvarez New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists • Counselor • Organization Management • Advisor • Operations Manager

Experience & Education

Position:
Financial Advisor at WFG, Technical support / Youth Counselor at Adelante of Suffolk County, Inc.
Title:
Financial Advisor at WFG
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
WFG - Hauppauge, NYFinancial Advisorsince Jun 2011Adelante of Suffolk County, Inc. Technical support / Youth Counselorsince Oct 2004
Skills:
Financial Planning, Insurance, Retirement Income Strategies, College Savings Plans, Term Life...
Full Profile

Chris Kaloudis New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Assistant Vice President • Project Managers • Vice President • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Counselor • Team Member • Advisor • Program Director • Operations Manager • Auditor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marshal • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science

Experience & Education

Position:
Project Manager - Global Contact Centers at AIG
Title:
Project Manager - Global Contact Centers
Location:
Greater New York City Area
Industry:
Insurance
Work history:
AIG - New York, NYProject Manager - Global Contact Centerssince Nov 2012MetLife - Hauppauge, NYAssistant Vice President - Group Administration & OperationsAug 2008 - Jul 2012
Skills:
Risk Management, Internal Communications, Expense Management, Insurance, Budgeting, Metrics,...
Languages:
Greek
Financial Consultant at MetLife
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

Peter Mundy New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Board Member • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Advisor • Recognition • Controlling Specialist • Chief Executive • Corporate Executive • Founding Member • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at Peter J. Mundy, CPA
Title:
Financial Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Peter J. Mundy, CPA - Greater New York City AreaFinancial Consultantsince Apr 2012Intellicheck Mobilisa, Inc. - Jericho, NYChief Financial OfficerMar 2007 - Apr 2012
Certifications:
Certified Public Accountant, American Institute of Certified Public Accountants
Chartered Global Management Accountant
Full Profile

Dan Kahn New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive • Leader • Security • Managers • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Entertainment Professional • Entertainer • Agent • Sales Representative • Operations Manager • Partner • Financial Officer • Financial Manager • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President of Charter Sales at ExcelAire Services, President at Jet Charter Now
Title:
Vice President of Charter Sales at ExcelAire Services, LLC
Location:
Greater New York City Area
Industry:
Leisure, Travel & Tourism
Work history:
ExcelAire Services - Ronkonkoma, NYVice President of Charter Salessince Jun 2013Jet Charter Now - Greater New York City AreaPresidentsince Sep 2011
Skills:
Aviation Industry, Aviation, Aircraft Management, Aircraft, Business Aviation, Flight Dispatch,...
Financial Advisor at Lenox Advisors
Full Profile

Donald Conrad New York, NY

Professions & Specialties

Chairperson • Chief Executive Officer • General Partner • Manager • Chief Executive • Corporate Executive • Partner • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
President at Conrad Capital Management
Title:
President, CEO at Conrad Capital Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Conrad Capital Management - 1377 Motor Parkway Suite 406 Islandia, NY 11749Presidentsince Nov 1997PaineWebber - Melville NYSenior VP- Consumer RetailMar 1993 - Oct 1997
Skills:
Alternative Investments, Investments, Wealth Management Services, Insurance, Financial Planners,...
Financial Advisor Magazine
Full Profile

Robert Cox New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Chief Executive Officer • Operations Manager • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction • Software Tester • Computer Specialist • Master of Science • Market Research Analyst • Automotive Professional

Experience & Education

Title:
Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Vehicle Manufacturers Inc. - Hauppauge, NYDirector of Franchise DevelopmentOct 2011 - Dec 2012Seven21Group Inc. President/CEOJan 2008 - Nov 2011
Financial Advisor at Morgan Stanley
Full Profile

Lonnie Mccowan New York, NY

Professions & Specialties

Chief Executive Officer • Business Development Manager • Corporate Executive • Chief Executive • Operations Manager • Account Service Manager • Client Service Officer • Notary • Lawyers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Financial Officer • Financial Manager • Administrative Clerk • Clerical Specialist

Experience & Education

Position:
Business Development Officer - Managing Director at Infinite Capital Solutions LLC, Account...
Title:
Managing Director at Infinite Capital Solutions LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Infinite Capital Solutions LLC - Melville, NYBusiness Development Officer - Managing Directorsince Sep 2011Debt Alternative Center - Nassau/Suffolk/NYCAccount Executivesince Apr 2012
Financial Advisor Associate-VP at Chase Investment..
Full Profile

Ken Hausman New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Information Technology Specialist • IT Specialist • Construction • Sales Agent • Sales Representative • Sales Manager • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Business Development Executive at Hart Systems LLC
Title:
Sr.Business Development at Hart Systems
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Hart Systems LLC - Hauppauge, NYSr. Business Development Executivesince Jun 2007HEDCO Equipment Co. - Bohemia, NYDirector of Sales2002 - 2007
Financial Advisor
Full Profile

Hadley Knaster New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technology Manager • Technical Managers • Real Estate Investment Insider • Estimator • Financial Analyst • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Bachelor of Business Administration • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Vice President, Commercial Real Estate Finance at People's United Bank
Title:
People's United Bank, Hauppauge, NY
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
People's United Bank - Hauppauge, NYVice President, Commercial Real Estate Financesince Dec 2010Arbor Realty Trust - Uniondale, NYVice President2007 - 2010
Financial Advisor at MassMutual Financial Group
Full Profile

Kenneth Berkman New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Construction • Team Leader • Vice President • Operations Manager • Chief Executive • Certified Public Accountant • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Supporting Member • Project Manager • Police • Senior Advisor • Contractor • Advisor • Team Member • Vice President of Finance • Owner • Business Leader • Financial Officer • Financial Manager • Project Managers • Mayor • City Manager • Civil Servant • Agent • Sales Representative • Master of Business Administration • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Title:
Controller at CAVA Construction & Development Co., Inc.
Location:
Greater New York City Area
Industry:
Construction
Work history:
CAVA Construction & Development Co., Inc. - 15 South MacQuestran Pakway, Mt.Vernon, NY 10550ControllerAug 2012 - Apr 2013Emaco, Ken Berkman Consulting Vice President2000 - 2013
Languages:
Spanish, extremely limited, but fair in area of real estate transactions
Certifications:
FAR Federal Acquistion Regulation - Accounting for the FAR
FAR, Federal Acquisition Regulations - Contract Administration under the FAR
Full Profile

Clark Higgins New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Tax Preparer • Tax Accountant • Manager • Chief Information Officer • Operations Manager • Technology Director • Technology Manager • Technical Managers • Financial Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Counselor • Advisor • Office Clerk • Clerical Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Accounting • Bachelor of Science • DB Administrator • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist

Experience & Education

Position:
Owner at CDH Legacy Consultancy, Partner at BFH Tax Services
Title:
Owner at CDH Legacy Consultancy
Location:
Greater New York City Area
Industry:
Accounting
Work history:
CDH Legacy Consultancy - New YorkOwnersince Aug 2012BFH Tax Services - NY-Tri-State AreaPartnersince Nov 2011
Skills:
Accounting, Budgeting, Compliance, Financial Management, Forecasting, Process Improvement, Tax...
Certifications:
TEAM U Training, Carson Consulting Group
Financial consultant
Full Profile

Peter Owh New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Director • Sales Manager • Partner • Chief Executive • Project Managers

Experience & Education

Position:
Managing Associate at Life Planning Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Life Planning Group - Uniondale, NYManaging Associatesince Jan 2012North Shore Financial Group, An Office of MetLife - Hauppauge, NY 11749Agency Sales DirectorAug 2011 - Dec 2011
Financial Advisor at Financial Concepts Unlimited
Full Profile

Doug Stella San Francisco, CA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Sales Director • Chief Executive • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers • Operations Manager • Business Administrator • Bachelor of Business Administration • Student Worker

Experience & Education

Position:
Vice President - Wholesaler at Legg Mason
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Legg Mason - San Francisco Bay AreaVice President - Wholesalersince Nov 2011Legg Mason - Stamford, CTVice President - Supervisor, Internal Sales DeskJun 2008 - Oct 2011
Financial Advisor at Ameriprise,formerly American..
Full Profile

Financial Consultants near Hauppauge, NY023466992115Huntington StationFairfieldHicksvilleSyossetBabylonSmithtownWoodburyFarmingdaleCommackBohemia


Financial Consultants around Hauppauge, NY

Amityville  (5)
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Bohemia  (9)
Brookhaven  (1)
Commack  (11)
Copiague  (2)
Coram  (4)
Deer Park  (7)
East Islip  (1)
Fairfield  (46)
Farmingdale  (11)
Farmingville  (5)
Greenlawn  (9)
Hicksville  (32)
Holbrook  (6)
Holtsville  (3)
Lake Grove  (3)
Miller Place  (2)
Mount Sinai  (2)
Nesconset  (5)
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Rocky Point  (2)
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Smithtown  (18)
Syosset  (26)
West Islip  (8)
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Yaphank  (3)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (38)
Financial Management Analyst  (5)