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Financial Consultants in Hempstead, NY

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55 results found

Brian Hallinan Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChairpersonChief ExecutiveManagers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Ameriprise Financial Services Inc.
Location:
Uniondale, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Mitchell FieldFinancial Advisorsince Jan 2012MATA DEL PLATANO ESTATES S PresidentApr 2007 - Mar 2012

Ashley Desvarieux Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceAdvisor

Experience & Education

Work

Company:
Columbia university/columbia university medical center
Lead functional financial consultant
Company:
State of california - Martinez, CA
Lead functional financial consultant

Lorenz Zaragoza Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeTeam MemberInformation Technology SpecialistIT SpecialistStudent WorkerEntertainerAuthoressAuthor

Experience & Education

Position:
Financial Advisor at Capital One
Location:
West Hempstead, New York
Industry:
Financial Services
Work history:
Capital One Financial Advisorsince Aug 2010First Investors Corporation Registered RepresentativeJun 2009 - Jun 2010

Audrey Killings Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentative

Experience & Education

Work

Company:
Chase bank - Valrico, FL
Licensed personal financial representative
Company:
Capital one bank - New York, NY
Financial advisor

Skills

License to sell Life Insurance

Oscar Elliott-Williams Hempstead, NY

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSales RepresentativeChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Jpmorgan chase
Personal banker
Company:
New york life - New York, NY
Financial advisor

Joseph Twine Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Alternative planning services, inc
Financial advisor

Peter Vratimos Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Financial Advisor at Life Planning Group
Location:
Uniondale, New York
Industry:
Financial Services
Work history:
Life Planning Group - Uniondale, NYFinancial Advisorsince May 2012Ameriprise Financial Services, Inc. - Mitchell FieldFinancial AdvisorSep 2011 - May 2012

Kendrick Jones Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
National grid
Financial consultant - oracle
Company:
Jones real estate - Hempstead, NY
General manager / finance and operations

Genevieve Sydial Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeOffice AssistantOffice ClerkClerical SpecialistPhysician

Experience & Education

Work

Company:
North shore lij glen cove hospital
Financial counselor/ patient access representative
Company:
Memorial sloan-kettering cancer center - New York, NY
Physician office assistant

Keith Lindsay Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Work

Company:
Accountemps
Accounting specialist (temp)
Company:
Primerica financial sercvices
Financial advisor

Skills

Inventory Management, Life Insurance Licensed, Microsoft Excel, Word, Powerpoint, Outlook,...

Ken Ehrlich Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing Manager

Experience & Education

Position:
Senior Wealth Strategy Associate at UBS Financial Services Inc.
Title:
Senior Wealth Strategy Associate
Location:
Uniondale, New York
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Uniondale, NYSenior Wealth Strategy Associatesince Oct 2010Prudential Securities Branch Manager and Financial Advisor1983 - 2003

Ghulam Jagani Hempstead, NY

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Store ManagerShop ManagerSales Manager

Experience & Education

Work

Company:
Primerica financial services
Loan officer & financial advisor
Company:
Rite aid pharmacy - Bronx, NY
Assistant store manager

Raymond Bell Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentHuman Resources SpecialistRecruitment

Experience & Education

Work

Company:
Home depot
Sales associate- gardening and lumber/building materials department
Company:
Home depot - Lindenhurst, NY
Financial advisor and recruiter

Disha Shah Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeDirectorOperations ManagerStudent Worker

Experience & Education

Work

Company:
National grid
Intern - energy portfolio risk management
Company:
Hofstra business consulting group
Director & senior financial consultant

Guy Porter Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerBusiness Administrator

Experience & Education

Work

Company:
Edward jones
Financial advisor
Company:
American red cross - New York, NY
Regional manager, donor services

Skills

Microsoft Outlook;Word; Excel; PowerPoint

Jonathan Shi Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial AdviserFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistManagement ConsultantManagement AnalystAnalysts

Experience & Education

Work

Company:
Thompson & company
Project management consultant
Company:
China construction bank - Baotou, CN
Financial adviser

Skills

Computer: Windows, Mac OS, Microsoft Office, SPSS, Wind, SAP, Bloomberg Languages: Mandarin...

Bruce Loeffert Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantAdvisorBusiness AdministratorArea ManagerManagersBachelor of ScienceOperations ManagerChief ExecutiveRegion ManagerSales Representative

Experience & Education

Work

Company:
Life planning group llc
Financial advisor
Company:
Cabot lodge securities, llc - Melville, NY
Financial advisor

Leta Addison Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAccounts Receivable ClerkAccounts Receivables SpecialistAccounts Receivable

Experience & Education

Work

Company:
Mercy medical center - New York, NY
Patient registrar/financial counselor
Company:
Long island jewish medical center - New Hyde Park, NY
Inpatient accounts receivable clerk

Lexus Lewis Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCashierSales Account AssociateSales ExecutiveSupporting MemberTeam MemberSales Manager

Experience & Education

Work

Company:
Forever21
Cashier/sales associate
Company:
Priamerica - Freeport, NY
Financial advisor

Skills

Effective communication ,Computer and technical literacy ,Problem solving /creativity...

Shan Tang Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Y.j cpa llc - Rego Park, NY
Assistant to cpa
Company:
Merrill lynch - Great Neck, NY
Assistant to financial advisor

Skills

Proficient in Bloomberg, Microsoft Word, Excel PowerPoint, Access

Anthony Battuello Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentData AnalystData Entry SpecialistData Scientist

Experience & Education

Work

Company:
Dealertrack, inc
Data analyst / content developer
Company:
American express financial advisors - Uniondale, NY
Financial advisor

Victor Zhou Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Chinabase import & export co.ltd
Financial consultant
Company:
The export-import bank of china - Shenzhen, Guangdong, China
Financial intern

Skills

M.S. Office: Word, Excel, PowerPoint; Adobe Photoshop & Mac;Fluent in English & Mandarin

Daphne Telfeyan Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEvangelistPreacherReligious WorkerPartnerChief ExecutiveSupporting MemberFundraiserFundraising OfficerRepresentativeTeam MemberDirectorCorporate ExecutiveOperations ManagerSummer AssociateLaw SpecialistParalegalLawyersRecruitmentTalent AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperJuris DoctorBachelor of ArtsPsychology Specialist

Experience & Education

Position:
Employer Outreach Specialist at Hofstra University School of Law
Location:
Hempstead, New York
Industry:
Higher Education
Work history:
Hofstra University School of Law - 121 Hofstra University, Hempstead, New York 11549Employer Outreach Specialistsince Jan 2013Phoenix Search Solutions PrinicipalNov 2010 - Dec 2012
Skills:
Recruiting, Job Coaching, Resume Writing, Applicant Tracking Systems, Career Counseling, Internet...
New York Financial Advisor News & Updates

Joe Mcdonald Hempstead, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentWeb DesignerWebmasterWebsite DeveloperWeb DeveloperUser Interface DesignerSoftware DevelopersReporterIndependent ContractorPublisherContractorPublishing ProfessionalOwnerChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerEditorIndependent Business OwnersGuideTour GuideMarketing ManagerEditorial AssistantEditing ProfessionalWriting and Editing ProfessionalWriter and EditorCopy EditorProfessional AthleteSports PersonAthletesVideo EditorEntertainerWeb MarketerSales Representative

Experience & Education

Position:
National Webmaster at Ancient Order of Hibernians, Freelance Writer at Self Employed, Owner and...
Title:
Web Designer and Sports Reporter
Location:
West Hempstead, New York
Industry:
Internet
Work history:
Ancient Order of Hibernians National Webmastersince 2010Self Employed Freelance Writersince Jun 2005
Skills:
Editing, Web Design, Social Media, Sports, Blogging, Public Speaking, Journalism, New Media, Social ...
Financial Consultant at AIG Advisor Group

Ronald Stair Hempstead, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerMedical Laboratory TechnicianMedical Laboratory ProfessionalMedical Laboratory TechnologistStatisticianSales Representative

Experience & Education

Position:
Principal at Creative Plan Designs, Ltd.
Title:
Solutions to retirement plan problems you didn't know you had.
Location:
East Meadow, New York
Industry:
Financial Services
Work history:
Creative Plan Designs, Ltd. Principalsince Jun 1979Hope for Youth - Amityville, NYVP - Board of DirectorsSep 1992 - Jun 2011
Skills:
Tax, Consulting, 401k, Retirement Planning, Retirement, Pensions, Estate Planning, Actuarial...
Financial Advisor and RIA Practice Management Grou..

Mark Lavalle Hempstead, NY

Professions & Specialties

Vice President of SalesVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorAdvisor

Experience & Education

Work

Company:
Bi manufacturing, d.b.a nostic apparel - New York, NY
Sr. v.p sales /operations
Company:
American general financial services - Garden City, NY
Branch manager trainee/ mortgage & finance advisor

Skills

Series 6, 7, 63, 67- Life Insurance & Health Insurance Licenses, Property & Casualty

Noel Davis Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveAdministrative AssociateAdministrative ClerkClerical SpecialistDeputy ManagerFinancial OfficerFinancial ManagerOperations ManagerDeliverymanBusiness AdministratorOffice ClerkCourierGeneral CounselOf CounselJuristLegal CounselEntertainment ProfessionalEntertainerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonHuman Resources SpecialistRecruitmentAccounts PayableAccounts Payable SpecialistAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Business AdministrationComputational ScientistComputer Scientists

Experience & Education

Position:
Administrative Assistant at Woodbine Capital
Title:
Administrative Professional
Location:
Hempstead, New York
Industry:
Executive Office
Work history:
Woodbine Capital Administrative Assistantsince Mar 2012Related Property Management Administrative AssistantOct 2011 - Mar 2012
s portfolios and provided the financial advisor with any proposals and sales mat..

Kitty Law Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberOffice AssistantOffice ClerkClerical SpecialistArea ManagerManagersMarketing ManagerRegion ManagerMarketing Administrator

Experience & Education

Work

Company:
Rbc capital markets
O fixed income p&s associate
Company:
Rbc capital markets - New York, NY
O institutional equities trade support

Skills

Computer: Proficient in Microsoft Office Word, Excel, PowerPoint, Outlook, Lotus Notes, ACT,...

Francis Ubini Hempstead, NY

Professions & Specialties

Equity TraderTraderFinancial Services Sales AgentCapital Markets ProfessionalFinancial Services ProfessionalSenior Vice PresidentVice PresidentChief ExecutiveOperations ManagerAnalysts

Experience & Education

Work

Company:
Chartered capital llc
Senior vice president, asset/investment management
Company:
Assent, llc - New York, NY
Equity trader

Brandon Eustace Hempstead, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCredit AnalystLoan AccountantLicensed Real Estate BrokerProperty ManagerReal Estate ManagerMaster of Business AdministrationAccounting BookkeeperBookkeeperBachelor of ScienceBusiness AdministratorAccount Service ManagerClient Service OfficerCustomer ServiceOperations Manager

Experience & Education

Work

Company:
Capital one bank - commercial real estate
Credit analyst/underwriting in multifamily/mixed-use division
Company:
Long island real estate group - Hempstead, NY
Mba internship

Lennox David Hempstead, NY

Professions & Specialties

TellerBankerFinancial ConsultantFinancial AssociateFinancial Services ProfessionalFinancial Services Sales AgentLeaderClerkManagersClerical SpecialistAdvisorData Scientist

Experience & Education

Work

Company:
British consulate
Entry clearance officer
Company:
Yardi systems
Processing clerk specialist

Skills

Excellent Organizational Skills Strong Customer Relations Skills High Level Computer...

Lonnie Speller Hempstead, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdministrative AssociateAdministrative ClerkClerical SpecialistSales Representative

Experience & Education

Work

Company:
Forestersfp
Financial representative
Company:
American express - Mitchell Field, MA
Financial planner

Xi Le Hempstead, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentApprenticeBusiness AdministratorStudent WorkerOperations ManagerAdvisor

Experience & Education

Work

Company:
Accelerate long island
Intern - financial department
Company:
Hofstra university, frank g. zarb school of business - Hempstead, NY
Graduate assistant

Rachel Baldie Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCosmetologistBeauticianCashierSales Account AssociateClient Service OfficerSales ExecutiveSupporting MemberVolunteerPublishing ProfessionalTeam MemberNon-ProfitCustomer ServiceBachelor of ScienceSales Manager

Experience & Education

Work

Company:
Century21 - Westbury, NY
Beauty advisor
Company:
Lord & taylor - Garden City, NY
Beauty advisor

Skills

Skills: Microsoft Word, Power point, Publisher, Novice in Excel, Webpage Design, Answering Phones,...

Lonnie Speller Hempstead, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativeAdministrative ClerkClerical SpecialistSales Representative

Experience & Education

Work

Company:
Foresters financial services
Financial representative
Company:
American express - Mitchell Field, MA
Financial planner

Vincent James Hempstead, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersMaster of Business AdministrationOperations Manager

Experience & Education

Work

Company:
World financial group
Company:
Metlife financial
Senior financial planner servicing small businesses

Carlos Molina Hempstead, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutivePersonal TrainerFitness TrainerSales Representative

Experience & Education

Work

Company:
Carlos m molina
Training general manager
Company:
La fitness lindenhurst
Training general manager

Audrey Killings Hempstead, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdministrative AssociateReceptionistFront Desk ClerkAdvisorAdministrative ClerkClerical SpecialistFront Office Receptionist

Experience & Education

Work

Company:
Receptionists
Company:
Mentor, administrative assistant, receptionist - Nassau, NY

Andrew Michaels Hempstead, NY

Professions & Specialties

Stock BrokerFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerBachelor of ScienceBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Astoria federal savings bank
Telephone banking specialist
Company:
Garel stamp industries - Hewlett, NY
Administrator

Marshall Dumont New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorCounselorSales DirectorOperations ManagerChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorAccount Service ManagerClient Service OfficerRecruitmentBachelor of ScienceMaster of Business AdministrationCustomer Service

Experience & Education

Position:
Branch Manager-Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 333 Earle Ovington Blvd. Mitchel Field, N.Y. 11553Branch Manager-Financial Advisorsince May 2012Merrill Lynch Financial AdvisorDec 2010 - May 2012

David Warshaw Garden City, NY

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystChairpersonFounderChief ExecutiveFounding MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

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

Belva Barned New York, NY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAdvisorSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Associate Financial Advisor with the practice of Randall C. Perkins, CFP, CRPC at Ameriprise Financial
Title:
Finanacial Advisor at Ameriprise Financial
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Suite 105 90 Merrick Avenue. East Meadow, New York 11554Associate Financial Advisor with the practice of Randall C. Perkins, CFP, CRPCsince Oct 2007Amreiprise Financial - 333 Earl Ovington Boulevard. Mitchel Field, New York 11553Financial AdvisorMar 2005 - Oct 2007

Christine Finocchio New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at UBS Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - 333 Earle Ovington Blvd. Uniondale NY 11553Financial Advisorsince May 2009

Carmen Flamino New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President-Investments, Advisory & Brokerage Services at UBS Financial Services, Inc.
Title:
Financial Advisor, UBS Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - 333 Earle Ovington Blvd., Suite 600, Uniondale, NY 11553Vice President-Investments, Advisory & Brokerage Servicessince May 1994

Christopher Piazza New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerAdvisorCertified Professional CoderConstructionFiduciaryTrust Law AttorneyLawyersSports TrainerSports TrainersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSecretaryLeaderTraining ManagerManagersChief AccountantAccount ManagerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerChief Information OfficerTechnology DirectorMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerFounding MemberCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersDoctor of MedicineRecruitmentProperty ManagerReal Estate ManagerField Marketing SpecialistMarketing AdministratorSales Representative

Experience & Education

Position:
Private Client Investment Advisor at J.P. Morgan
Title:
Private Client Advisor at J.P. Morgan
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
J.P. Morgan - East Farmingdale, NYPrivate Client Investment Advisorsince Jun 2012Chase Investment Services Corp - Farmingdale NYVice President, Financial AdvisorMar 2008 - Jun 2012
Skills:
Private Wealth Management, Mutual Funds, Investments, Insurance, Banking, Series 63, Investment...

Caron Washington New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitOrganization ManagementManagerChairpersonBoard MemberOperations ManagerChief ExecutiveManagement Team ExecutiveRecruitmentSales RepresentativePsychology Specialist

Experience & Education

Position:
Financial Services Manager at TD, President at The Urban League of Long Island Young Professionals
Title:
Experienced Non-Profit Leader| Public Speaker| Accomplished Financial Services Manager|
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
TD - East Meadow, NYFinancial Services Managersince Mar 2011The Urban League of Long Island Young Professionals - Long Island, New YorkPresidentsince Nov 2010
..specialists such as loan officer and financial advisor

Alisha Gay New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising ProfessionalAdvertising Sales AgentTerritory Sales ManagerRegion ManagerArea ManagerManagersInternet Marketing ManagerSales ManagerSales DirectorMarketing ManagerSupporting MemberTeam MemberAccount Service ManagerClient Service OfficerDB AdministratorDatabase Administration ProfessionalDatabase AdministratorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer Service

Experience & Education

Position:
Law Firm Marketing Specialist at LexisNexis Martindale-Hubbell
Title:
Client Development Specialist at LexisNexis
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
LexisNexis Martindale-Hubbell - Long Island NYLaw Firm Marketing Specialistsince Feb 2010Yellow Book USA - Uniondale, NYDistrict Sales ManagerMay 2006 - Feb 2010
Skills:
Cold Calling, Selling Skills, Lead Generation, Qualifying Prospects, SEM, Salesforce.com, Customer...

Peter Owen New York, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperExecutive Team LeaderChief Executive OfficerChief Information OfficerChief Operating OfficerFinancial DirectorDirectorCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsOperations ManagerFinancial OfficerFinancial ManagerCustodianCustodial WorkerCleanersProperty ManagerReal Estate Manager

Experience & Education

Position:
President at Trendline Financial Solutions (Sole Proprietorship)
Title:
President at Trendline Financial Solutions
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Trendline Financial Solutions - Long Island, NYPresidentsince Jun 2009Trendline Financial Solutions - West Hempstead, NYPresident and Chief Financial PlannerJan 2009 - Oct 2011
Skills:
Investments, Financial Services, CRM, Business Planning, Selling, Real Estate, Finance, Financial...
Financial Advisor and RIA Practice Management Grou..

Christopher Umassor New York, NY

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Santander bank
Sr. personal banker
Company:
New york life - New York, NY
Financial consultant

Skills

Sales, Analytics, Relationship Management, Reporting

Brian Finnerty New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Position:
Broker at Chapdelaine Tullett Prebon
Location:
New York, New York
Industry:
Financial Services
Work history:
Chapdelaine Tullett Prebon Brokersince 2011GFI Group - New York, NYBroker2004 - 2011
Skills:
Series 7, Series 66, Uniform Combined State Law, Financial Analysis, Series 63, Fixed Income
Financial Advisor at Prudential Financial



Financial Consultants near Hempstead, NY01428425670Garden CityGreat NeckHicksvilleRockville CentreWestburyFloral ParkNew Hyde ParkValley StreamFranklin SquareLynbrook