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Financial Consultants in New York

Financial Consultants in Hewlett, NY

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5 results found

Michael Rapps Hewlett, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Hewlett, New York
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Sep 2012
Languages:
English, Hebrew
Certifications:
Certified Special Needs Advisor, Merrill Lynch Internal
Full Profile

Crystal Loadholt Hewlett, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Contractor • Independent Business Owners

Experience & Education

Work

Company:
Independent contactor
Financial consultant
Company:
Chase bank - Whitestone, NY
Small business relationship manager
Full Profile

Matthew Goldstein New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Student Worker • Mathematician

Experience & Education

Title:
Intern at Thalheim Capital
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Thalheim Capital LLC - Hewlett, NYInternMay 2012 - Sep 2012Morgan Stanley Smith Barney - Jericho, NYWealth Management InternFeb 2010 - Feb 2011
Supported Financial Advisor who had relocated from UBS Finan..
Full Profile

Nils Bosch New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founder • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Hewlett, NYSenior Financial Advisorsince May 2009Citi Smith Barney - Hewlett, NYFinancial AdvisorJun 2006 - May 2009
Full Profile

Genea Banks Atlanta, GA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Human Resources Specialist • Recruitment • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Chief Executive • Customer Service

Experience & Education

Position:
Case Manager at Georgia Department of human services, Transportation at Gwinnett County Public Schools
Title:
DHR
Location:
Greater Atlanta Area
Industry:
Human Resources
Work history:
Georgia Department of human services Case Managersince Mar 2013Gwinnett County Public Schools Transportationsince Jul 2008
Administrative Services/Financial Advisor at JP Morgan Chase
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Financial Consultants near Hewlett, NY03672108144180FlushingJamaicaGarden CityHempsteadGreat NeckRockville CentreFloral ParkFar RockawayNew Hyde ParkValley Stream


Financial Consultants around Hewlett, NY

Carle Place  (2)
Cedarhurst  (2)
Far Rockaway  (14)
Floral Park  (17)
Flushing  (177)
Freeport  (7)
Garden City  (68)
Great Neck  (36)
Hempstead  (55)
Jamaica  (85)
Lynbrook  (8)
Malverne  (2)
New Hyde Park  (13)
Roosevelt  (2)
Valley Stream  (10)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (5)
Funder  (1)