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Financial Consultants in New York

Financial Consultants in Hicksville, NY

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32 results found

Fotios Katsigiannis Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Bachelor of Business Administration

Experience & Education

Work

Company:
Fidelity investments
Investments representative
Company:
Metlife - New York, NY
Financial advisor

Skills

Bilingual (Greek), excellent sales skills, superior customer service, high attention to detail,...
Full Profile

Juhi Vyas Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller

Experience & Education

Work

Company:
New york online realty.com
Controller
Company:
Trinity tax & financial solutions inc
Main accountant / assistant financial advisor
Full Profile

Martin Marcus Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Eden technologies corp - New York, NY
Financial controller
Company:
Wilson relationship marketing services, llc - New York, NY
Financial consultant - controller
Full Profile

Christopher Smith Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Chase investment services - Huntington, NY
Vice president-investments
Company:
Citi personal wealth management/smith barney - Garden City Park, NY
Financial advisor
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

Andrew Morgasen Hicksville, NY

Professions & Specialties

Financial Consultant • Investment Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychologist • Advisor • Student Worker • Psychology Specialist • Special Education Professors

Experience & Education

Work

Company:
Ameriprise
Paraplanner
Company:
Wells fargo advisors
Financial advisor trainee

Skills

MBA in Finance, series 7, series 63, series 66, Life accident and health insurance licenses
Full Profile

Andrew Greenspan Hicksville, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Henry schein inc - Melville, NY
Global supply chain analyst
Company:
Schloss & co - Westbury, NY
Actuarial advisor assistant

Skills

Proficient with Microsoft Office, Mac OS X, Detail oriented with strong verbal, leadership, and...
Full Profile

Ira-ira Goldstein Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager

Experience & Education

Work

Company:
Census
Team leader
Company:
Life insurance company, melville - New York, NY
Financial advisor

Skills

Series 7, Series 63, Life, Health, Wealth Licenses with no disclosures. Experience with WORD,...
Full Profile

Jeffrey Goldstein Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
Yrc worldwide - Overland Park, KS
Account executive
Full Profile

Deva Reddy Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Support Specialist • Systems Support Specialist • Support Specialists

Experience & Education

Work

Company:
Dd agro industries
Financial consultant
Company:
Osi soft inc - Philadelphia, PA
Technical support engineer
Full Profile

Jason Bimonte Hicksville, NY

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive

Experience & Education

Work

Company:
Sound wealth financial group
Financial advisor
Company:
Sg americas securities llc - New York, NY
Vice president, equity finance trader
Full Profile

Ira-ira Goldstein Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager

Experience & Education

Work

Company:
Census
Team leader
Company:
Life insurance company, melville - New York, NY
Financial advisor

Skills

Word, Excel, Outlook, Options, Equities
Full Profile

Hilton Dubovy Hicksville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Representative • Coordinator • Managers • Agent • Sales Representative • Educator • Education Professional • Instructor • Courier • Buyer and Seller • Hunter

Experience & Education

Position:
Residential and Commercial Real Estate Specialist at Century 21 Prevete
Title:
Residential and Commercial Real Estate Specialist
Location:
Plainview, New York
Industry:
Real Estate
Work history:
Century 21 Prevete - Plainview, New YorkResidential and Commercial Real Estate Specialistsince Aug 2010NYC Dept. of Education - Greater New York City AreaLiteracy CoordinatorSep 1989 - Aug 2007
Skills:
Real Estate, Short Sales, Investment Properties, Real Property, Relocation, Sellers, Foreclosures,...
Languages:
Some Spanish
Mutual fund and stocks financial consultant
Full Profile

Rolly Marmol Hicksville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Subject Matter Expert • Project Manager • Skilled Professional • Project Managers • Business Administrator • Operations Manager

Experience & Education

Work

Company:
Warshaw incorporated
Project manager
Company:
Microsoft - Redmond, WA
Microsoft corporation experience

Skills

Throughout several business streams, managed the development and implementation of Microsofts...
Full Profile

Nareshkumar Patel Hicksville, NY

Professions & Specialties

Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Clinical Laboratory Technician • Certified Nurse Aide • Medical Laboratory Professional • Medical Laboratory Technologist • Nurse • Nurse Practitioner • Operations Manager • Managers • Sales Representative

Experience & Education

Work

Company:
Dev international
Account & marketing manager
Company:
Fairleigh dickinson university - Teaneck, NJ
Computing lab technician

Skills

Computer Programs Microsoft office, XP, Vista, Window 7 , Computer Hardware Installation,...
Full Profile

Erik Solomon Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Sales Agent • Capital Markets Professional • Financial Services Professional • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive • Account Service Manager • Client Service Officer • Bachelor of Arts • Psychologist • Customer Service • Psychology Specialist

Experience & Education

Work

Company:
Keystone trading concepts
President
Company:
Keystone trading concepts
Chief executive officer
Full Profile

Ching-tien Chen Hicksville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Financial Analyst • Supporting Member • Team Member • Sales Manager • Customer Relations • Psychologist • Property Manager • Real Estate Manager • Sales Executive • Psychology Specialist

Experience & Education

Work

Company:
Jp morgan asset management
Business expense manager
Company:
Jp morgan investment bank - New York, NY
Financial analyst - associate

Skills

Microsoft Office, including Essbase/Access/Frontpage/Powerpoint/Visio, Corel Draw, Adobe Photoshop, ...
Full Profile

Kyle Macchia Hicksville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Manager • Operations Manager • Bachelor of Arts • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Northland marketing
Head operator
Company:
Maximum distributors, inc - Bethpage, NY
Assistant marketing representative
Full Profile

Harkirat Kamboj Hicksville, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Analyst • Apprentice • Analysts • Student Worker

Experience & Education

Work

Company:
Boston market corporation - Boston, MA
Finance and purchasing management analyst intern
Company:
Smb capital - kershner trading group - New York, NY
Equities trader trainee
Full Profile

Saurav Mahajan Hicksville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Chief Executive

Experience & Education

Work

Company:
H.k koya cpa p.c - Jackson Heights, NY
Staff accountant
Company:
Cpa & consultants - White Plains, NY
Tax intern
Full Profile

John Scott Hicksville, NY

Professions & Specialties

Buyers Agent • Puchasing and Estimating Manager • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Financial Manager

Experience & Education

Specialties:
Buyer's Agent, Listing Agent
Work:
Charles Rutenburg Realty, Inc
255 Executive Dr Ste 104, Plainview, NY 11803
Experience:
17 years years
Financial Consultant
Full Profile

Jay Jadeja New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chef • Food Preparer • Food Preparation Worker • Owner • Chief Executive Officer • Chairperson • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • Vice President • Bachelor of Science • Property Manager • Real Estate Manager • Advertising Sales Agent

Experience & Education

Position:
Chef & Owner at West East Bistro, CEO at SUCCESS & GROWTH, Financial Consultant at Spirit...
Title:
Chef & Owner at West East Bistro
Location:
Greater New York City Area
Industry:
Pharmaceuticals
Work history:
West East Bistro - Hicksville, NYChef & Ownersince Nov 2012SUCCESS & GROWTH CEOsince Apr 2011
Languages:
German, Italian, Spanish, French, Gujarati, Hindi, English
Full Profile

Jerry Dumas New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Financial Management Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Capital One, Pres./Investments at Dumas Investments and Insurance, Owner at ...
Title:
Financial Consultant at Capital One
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Capital One - Plainview, NYFinancial Consultantsince Feb 2013Dumas Investments and Insurance Pres./Investmentssince Oct 2010
Full Profile

Sazeeda Itwaru New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Hospital Care Professional • Health Professional • Health Practitioner • Region Manager • Area Manager • Managers • Operations Manager • Analysts • Financial Compliance Examiner • Auditor • Sales Representative

Experience & Education

Position:
Principal & Financial Advisor at Avant-Garde Consulting Inc.
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Avant-Garde Consulting Inc. - 120 Bethpage Rd., Ste 304, Hicksville, NY 11801Principal & Financial Advisorsince Jul 2012Children's Health Fund Assistant Regional DirectorApr 2010 - Jun 2012
Certifications:
EA - Enrolled Agent, Department of the Treasury - Internal Revenue Service
Full Profile

Patricia Pujols New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Kassoy,LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Kassoy,LLC - Plainview, NYFinancial Consultantsince Oct 2006Intercontinental Licensing (A division of Intercontinental Greetings Ltd.) Consultant2005 - 2011
Full Profile

Cesar Cabrera Long Island City, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction Manager • Foreman • Construction Administrator • Business Administrator • Advisor • Managers • Sales Executive • Retail Salesperson • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Construction manager - Queens, NY
Company:
Worldwide wealth management
Financial advisor trainee
Full Profile

Mike Faga New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Representative • Equipment Tools Purchasing Agent • Area Sales Manager • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Regional Sales Consultant • Sales Representative • Leader • Managers • Customer Service • Sales Agent • Business Administrator • Bachelors Degree • Database Administration Professional • Database Administrator • Systems Administrator • Computer Systems Administrator • Operations Manager • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Major Account Representative at Kassoy,LLC The World Leader in Jewelry Supply
Title:
Business and Personal at Referrals
Location:
Greater New York City Area
Industry:
Wholesale
Work history:
Kassoy,LLC The World Leader in Jewelry Supply - 101 Commercial Street, Plainview NY 11803Major Account Representativesince Feb 2013Referrals Business and PersonalSep 2010 - Jun 2013
Skills:
Salesforce.com, Key Account Management, Unix, Streaming Media, High-Impact Sales Presentations,...
Financial Advisor at American Express Advisors: Fl..
Full Profile

Caron Washington New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Organization Management • Manager • Chairperson • Board Member • Operations Manager • Chief Executive • Management Team Executive • Recruitment • Sales Representative • Psychology 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
Full Profile

Silvia Piccininni New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Account Manager • PR and Communications Professional • Public Relations Professinal • Notary Public • Notary • Lawyers • Financial Director • Financial Officer • Financial Manager • Master of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Controller at Mr. Bar-B-Q, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Mr. Bar-B-Q, Inc. - Old Bethpage, NYControllersince Feb 2012BrightGrid Solar, Inc. - New York, NYControllerOct 2011 - Feb 2012
Skills:
Great Plains Software, Financial Reporting, General Ledger, Accounting, Microsoft Dynamics SL,...
Certifications:
Notary Public
Microsoft Certified Professional - GP Financials 2010, Microsoft
Financial Consultant at NYSE
Full Profile

Kevin Brady New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Athletes • Computational Scientist • Computer Scientists

Experience & Education

Position:
Accountant at Frawley and Co., Wellcare at Consultant
Title:
Accountant at Frawley and Co.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Frawley and Co. - Hicksville nyAccountantsince May 2012Consultant Wellcaresince 2011
Skills:
Investments, Strategic Financial Planning, Business, Insurance, Social Media Marketing, Social...
Financial Advisor at PCP Financial Partners
Full Profile

Selene Gochan New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Counselor • Advisor • Chief Executive • Operations Manager

Experience & Education

Position:
Service Professional at Robert Half - Financial Services Group
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
Robert Half - Financial Services Group - Assigned to Pall CorporationService Professionalsince Jun 2012Robert Half Accountemps Service Professional - Port Washington, NYConsultant assigned to Pall CorporationJun 2012 - Jun 2013
..ion/negotiation skills serving as a UAT/Financial Advisor mediating between the Developmen..
Full Profile

David Racenstein Westminster, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Account Service Manager • Sales Representative • Client Service Officer • Counselor • Advisor • Customer Service • Account Representative • Recruitment

Experience & Education

Position:
Independent Agent at Aflac
Location:
Louisville, Colorado
Industry:
Insurance
Work history:
Aflac Independent Agentsince Dec 20091010 WINS Account Executive2007 - 2009
Skills:
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Term Life Insurance,...
The Insurance and Financial Advisor Marketing Group
Full Profile

Financial Consultants near Hicksville, NY023466992115Huntington StationGarden CityHempsteadGreat NeckRockville CentreSyossetWestburyWoodburyFloral ParkNew Hyde Park


Financial Consultants around Hicksville, NY

Amityville  (5)
Bayville  (1)
Bethpage  (2)
Carle Place  (2)
Copiague  (2)
Farmingdale  (11)
Floral Park  (17)
Freeport  (7)
Garden City  (68)
Glen Cove  (5)
Great Neck  (36)
Hempstead  (55)
Lynbrook  (8)
Malverne  (2)
New Hyde Park  (13)
Roosevelt  (2)
Seaford  (4)
Syosset  (26)
Westbury  (24)
Woodbury  (18)

Financial Consultants in New York

Sub-specializations

Financial Associate  (2)
Financial Consultant  (32)