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Financial Consultants in Pennsylvania

Financial Consultants in Horsham, PA

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25 results found

Larry Bailis Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Founder • Program Director • Chief Administrative Officer • Chief Executive • Founding Member • Operations Manager • Financial Manager • Soloist • Vocalist • Singer • Song Lyricist • Lyricist • Poet • Author • Coordinator • Managers • Dean • Lecturer • Postsecondary Teacher • Higher Education Professional • School Administrator • Educational Manager • Sales Person • Sales Representative • Associate of Arts • Associate in Applied Science

Experience & Education

Position:
Financial Advisor at Delaware Valley Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Delaware Valley Financial Group - King of Prussia, PAFinancial Advisorsince Aug 2012Vantage Point Bank and Financial Services - Horsham, PAFinancial AdvisorJan 2010 - Aug 2012
Skills:
Financial Planning, Mutual Funds, Funding, Risk, Annuities, Non-profits, Insurance, Mortgage, Small ...
Full Profile

Brian Valentine Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Data Analyst • IT Manager • Data Entry Specialist • Data Scientist • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Managers • Statistician

Experience & Education

Position:
Team Lead at State Farm Insurance
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
State Farm Insurance - Furlong PennsylvaniaTeam Leadsince 2011Valentine Financial Services - Greater Philadelphia AreaFinancial AdvisorSep 2010 - Feb 2012
Skills:
Investments, College Savings Plans, Insurance, Retirement Planning, Disability Insurance,...
Full Profile

Brian Tomko Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Senior Online Leader • Market Research Analyst • Internet Marketing Manager • Web Marketer • Marketing Manager • Advertising Professional • Marketing Professional • Advertising Sales Agent • Operations Manager • Customer Service • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Digital Marketing Analyst at True Action, an eBay Inc. Company
Location:
Greater Philadelphia Area
Industry:
Online Media
Work history:
True Action, an eBay Inc. Company - King of Prussia, PADigital Marketing Analystsince Jan 2013UnitedHealth Group - Horsham, PaFinancial ConsultantAug 2010 - Jan 2013
Full Profile

Darnell Hegarty Philadelphia, PA

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Senator • Legislator • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Notary • Lawyers • Property Manager • Real Estate Manager • Chief Executive

Experience & Education

Position:
Loan Officer NMLS ID 816928 at Guaranteed Home Mortgage Company, Inc.
Title:
Loan Officer at Guaranteed Home Mortgage Company, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Guaranteed Home Mortgage Company, Inc. - SicklervilleLoan Officer NMLS ID 816928since Feb 2013Windsor Financial Group - Horsham, PAFinancial ConsultantApr 2012 - Apr 2013
Skills:
Mortgage Lending, Residential Mortgages, Mortgage Servicing, Retail Banking, Account Management,...
Languages:
Spanish
Certifications:
Certified New Jersey Life Producer, New Jersey Department of Banking and Insurance
Certified New Jersey Accident and Health Producer, New Jersey Department of Banking and Insurance
Full Profile

Myles Huf Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Advisor • Managers • Undertakers • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Student Worker • Self-Enrichment Education Teacher

Experience & Education

Position:
Financial Advisor at Valley Forge Enterprises, Ltd.
Title:
Financial Advisor, Valley Forge Investment Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Valley Forge Enterprises, Ltd. - Horsham, PAFinancial Advisorsince Mar 2011Creative Financial Group - Newtown Square, PAMarketing RepresentativeJul 2010 - Feb 2011
Skills:
Excel, Client Services, Mutual Funds, Market Analysis, Current Affairs, Marketing Communications
Certifications:
Life, Accident and Health Insurance Certified
Series 7 General Securities Representative, FINRA
Full Profile

Dan Lawley Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager • Business Support Analyst • Business Specialist • Divisional Vice President • Chief Executive • Pilot • Managers • Air Transportation Worker • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Master of Communication Disorders • Property Manager • Real Estate Manager

Experience & Education

Position:
Finance Manager / Business Support Analyst at Telerx
Location:
Greater Philadelphia Area
Industry:
Retail
Work history:
Telerx - Horsham, PAFinance Manager / Business Support Analystsince 2011De Lage Landen - Wayne, PAFinance Manager: Corporate IT Department2010 - 2011
Skills:
Microsoft Office, JD Edwards, Oracle, Profit, Inventory Management, Income Statement, Franchising,...
Certifications:
Certified Public Accountant, State of Illinois
Full Profile

Dan Thomas Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Underwriter • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Analysts

Experience & Education

Position:
Financial Consultant - Strategy and Execution at UnitedHealth Group
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
UnitedHealth Group - Horsham, PAFinancial Consultant - Strategy and Executionsince Feb 2012UnitedHealth Group - Horsham, PAFinancial Consultant - Marketing FinanceNov 2007 - Feb 2012
Skills:
Microsoft Office 2007, Cognos, Brio, Report Generation, Forecasting, Budgeting, Variance Analysis,...
Full Profile

Lauren Bunn Horsham, PA

Professions & Specialties

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

Experience & Education

Position:
Private Client Wealth Management, Senior Staff at Sharp Financial Services, Registered...
Title:
Financial Advisor at Sharp Financial Services, LLC
Location:
Horsham, Pennsylvania
Industry:
Financial Services
Work history:
Sharp Financial Services - Horsham, PAPrivate Client Wealth Management, Senior Staffsince Oct 2008H.D. Vest Financial Services Registered Representativesince 2008
Full Profile

Kevin Crowley Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor / Financial Services Representative/ Special Needs Planner at Independence Wealth ...
Title:
Financial Advisor / Financial Services Representative / Special Needs Planner
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Independence Wealth Strategies, an office of MetLife - 610 W. Germantown Pike, Suite 200, Plymouth Meeting, PA 19462Financial Advisor / Financial Services Representative/ Special Needs Plannersince Dec 2011Northwestern Mutual - King of Prussia, PAFinancial AdvisorOct 2007 - Dec 2011
Skills:
Retirement Planning, Business Succession Planning, Estate Planning, Succession Planning
Full Profile

James Brown Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at 1847 Financial, President at In The Shade
Title:
Financial Advisor at 1847 Financial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
1847 Financial Financial Advisorsince May 2012In The Shade Presidentsince Jul 2009
Full Profile

Jay Allen Horsham, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Business Administrator • Advisor • Marketing Consultant • Market Analyst • Market Research Analyst • Director • Vice President • Chief Executive • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Corporate call center
Supervisor of a national call center
Company:
Mml investors services, inc - Horsham, PA
Financial advisor
Full Profile

Debra Free Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Publisher • Publishing Professional • Graphic Design Specialist • Graphic Designer • Coordinator • Printing Supervisor • Managers • Print Worker • Medical Writer • Documentation Writer • Author • Designers • Fiduciary • Trust Law Attorney • Lawyers • Creative Director • Production Artist • Art Director • Arts and Crafts Specialist • Craft Artist • Chairperson • Vice President of Marketing • Marketing Manager • Chief Executive • Vice President • Information Technology Specialist • IT Specialist • Brand Representative

Experience & Education

Position:
Presentation Specialist and Capacity Application Access Administrator at AETEA Information...
Title:
Presentation Specialist at Aetea
Location:
Greater Philadelphia Area
Industry:
Graphic Design
Work history:
AETEA Information Technology: Barclaycard US - Barclaycard US, Wilmington, DEPresentation Specialist and Capacity Application Access Administratorsince Nov 2011The BOSS Group: Bank of America - Bank of America, Wilmington, DEPresentation Specialist/Graphic ArtistApr 2011 - Aug 2011
Skills:
Logo Design, Adobe Creative Suite, QuarkXPress, Graphic Design, Microsoft Office, Graphics,...
Financial Advisor Services
Full Profile

Jeffery Herb Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Advisor • Publisher • Leader • Publishing Professional • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • SEO Specialist • Advertising Professional • Web Marketer • Advertising Sales Agent • Account Manager • Director • Marketing Manager • Operations Manager • Sales Agent • Security • Internet Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Director • Treasurer • Financial Officer • Financial Manager • Bachelor of Science • Athletes • Database Administration Professional • Database Administrator • Recruitment

Experience & Education

Position:
Internet Strategy Advisor at ThomasNet, Internet Sales Advisor at Thomas Publishing
Title:
Internet Sales Consultant at ThomasNet
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
ThomasNet - Horsham, PAInternet Strategy Advisorsince Jun 2009Thomas Publishing Internet Sales Advisorsince Jun 2009
Skills:
New Business Development, Online Marketing, B2B, Advertising, Social Media, SEO, Publishing, Sales...
Financial Advisor at Ryan Beck & Co
Full Profile

Sherri Gaines Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Purchasing Manager • Purchasing Managers • Supplier • Consumer Goods Professional • Buyer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Buyer and Seller • Sales Manager • Operations Manager • Analysts • Advisor • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Purchasing Manager at Bimbo Bakeries USA
Title:
Purchasing Manager
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Bimbo Bakeries USA - Horsham, PAPurchasing Managersince Oct 2010Bimbo Bakeries USA - Horsham, PASenior Purchasing SpecialistAug 2009 - Oct 2010
Financial Counselor Assistant at Albright College..
Full Profile

Keith Beacham Philadelphia, PA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Pharmaceuticals Professional • Hospital Care Professional • Druggist • Pharmacist • Health Professional • Health Practitioner • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Economist • Bachelor of Science • Chief Executive • Financial Manager

Experience & Education

Position:
Pharmacy Technician at University of Pennsylvania Health Services
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
University of Pennsylvania Health Services - Valley Forge, PAPharmacy Techniciansince Mar 2010General Healthcare Resources - Plymouth Meeting, PennsylvaniaPharmacy Technician2008 - 2009
Financial Advisor at Mass Mutual
Full Profile

Eric Peterson Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Analyst • Analysts • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Account Representative • Agent • Client Service Officer • Sales Representative • Customer Service • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Senior Anti-Money Laundering Analyst at ING DIRECT BANK
Title:
Senior Anti-Money Laundering Analyst at ING DIRECT BANK, Wilmington, DE
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
ING DIRECT BANK - Wilmington, DESenior Anti-Money Laundering Analystsince 2011ING DIRECT BANK - Wilmington, DETeam Account Representative2009 - 2011
Financial Advisor Consultant at PHH MORTGAGE CORP
Full Profile

Anjum Mirza Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Hospital Care Professional • Health Professional • Health Practitioner • Board Member • Vice President of Marketing • Chairperson • Team Leader • Financial Officer • Financial Manager • Management Team Executive • Vice President • Financial Planning Analyst • Auditor • Certified Public Accountant • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Pilot • Business Intelligence Professional • Analyst • Air Transportation Worker • Business Consultant • Advisor • Analysts • Model • Master of Business Administration • Bachelor of Science • Sales Representative

Experience & Education

Position:
Finance Director, Enterprise IT FP&A at Johnson & Johnson
Title:
Finance Director, Enterprise IT FP&A
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Johnson & Johnson - New Brunswick, NJFinance Director, Enterprise IT FP&Asince Jun 2002Janssen, Pharmaceutical Companies of Johnson and Johnson - Horsham, PAFinance Director, Sales & MarketingJun 2002 - Jan 2013
Skills:
Strategic Thinking, Futuristic, Visioning, Learner, Command, Innovative Thinking, Collaborative,...
Languages:
English, Hindi, Urdu
Certifications:
Six Sigma Certification
Kaizen Trained
Financial Advisor to the VP of Marketing
Full Profile

Andrew Baker Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Stocker • Apprentice • Construction • Stock Clerk • Tennis Coach • Sports Game Coach • Restaurant Server • Food Server • Bachelor of Science • Information Technology Specialist • IT Specialist • Recruitment • Student Worker

Experience & Education

Position:
Franchise Sales at Element Financial Corporation
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Element Financial Corporation - Horsham, PAFranchise Salessince Jun 2013LEAF Commercial Capital, Inc. - Greater Philadelphia AreaRelationship ManagerSep 2012 - May 2013
Skills:
Financial Reporting, Finance, Bloomberg, Credit, Financial Analysis, Human Resources, Investments
Financial Advisor at Northwestern Mutual Financial..
Full Profile

Joseph Latawiec Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Center Manager • Banker • Supervisor • Managers • Credit Analyst • Loan Accountant • Underwriter • Sales Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Registered Medical Assistant • Hospital Care Professional • Medical Support Assistant • Health Support Worker • Healthcare Support • Health Professional • Health Practitioner • Automotive Specialist • Automotive Professional • Operations Manager • Jurist • Legal Counsel

Experience & Education

Position:
Supervisor / Sr. Credit Analyst II / Sr. Underwriter II at GM Financial/AmeriCredit
Title:
Supervisor/Sr. Credit Analyst II/Underwriter at GM Financial/AmeriCredit
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
GM Financial/AmeriCredit - horsham, paSupervisor / Sr. Credit Analyst II / Sr. Underwriter IIsince Apr 2012GM Financial/AmeriCredit - Horsham, PASr. Credit AnalystMay 2011 - Apr 2012
Financial Counselor at Florida Hospital Waterman
Full Profile

Rebecca Torres Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Tour Director • Independent Contractor • Coordinator • Leader • Counselor • Tour Coordinator • Hospitality Professional • Contractor • Managers • Advisor • Customer Service • Client Service Officer • Sales Agent • Sales Representative • Independent Business Owners

Experience & Education

Title:
Freelancer Cuba Tour Director
Location:
Greater Philadelphia Area
Industry:
Hospitality
Work history:
Friendly Planet Travel - Jenkintown, Pa.Cuba Tours Coordinator/Cuba Tour LeaderFeb 2010 - Oct 2012CheapCaribbean.com - Doylestown, Pa.Caribbean ConsultantJun 2009 - Feb 2010
Languages:
English, Spanish
Financial Advisor in training at Capital Choice
Full Profile

Daphne Hu Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Legal Aide • Paralegal

Experience & Education

Title:
Private Client Advisor at Mercer Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Mercer Advisors - Radnor, PAPrivate Client AdvisorJun 2011 - Jun 2012US Bank - Horsham, PAStrategy and Segmentation AnalystMay 2010 - Jun 2011
Certifications:
Registered Investment Advisor, FINRA
Financial Advisor Magazine
Full Profile

Neil Pohl Horsham, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Service Manager • Service Operations Expert • Marketing Manager • Supervisor • Business Administrator • Managers • Bachelor of Science • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Morgan stanley - West Conshohocken, PA
Complex service manager
Company:
Wells fargo advisors - Jenkintown, PA
Complex operations manager-philadelphia major market
Full Profile

James Quigley New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Chief Digital Officer • Operations Manager • Chief Executive • Technology Manager • Technical Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Analysts

Experience & Education

Position:
Director, Operational Risk Control, Wealth Management America at UBS Financial Services
Title:
Director, Operational Risk Control
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - Weehawken, NJDirector, Operational Risk Control, Wealth Management Americasince 2008UBS Investment Bank - New York, NYDirector, New Business Group2006 - 2008
Skills:
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk...
and Compliance to ensure appropriate financial advisor training on complex products
Full Profile

Marc Blatstein Upper Makefield, PA

Professions & Specialties

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

Experience & Education

Position:
Agent at National Agents Alliance Corporate
Location:
Newtown, Pennsylvania
Industry:
Insurance
Work history:
National Agents Alliance Corporate - Newtown Pa 18940Agentsince Nov 2011Morgan Stanley Smith Barney - Horsham PaAgent New York LifeSep 2011 - Dec 2011
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Charles Dowd Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Contractor • Managers • Builder • Construction Specialist • Construction Laborer • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Sales Manager • Operations Manager • Sales Representative • Paramedic

Experience & Education

Position:
Credit / SOS Coordinator at Lowe's Corporation
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lowe's Corporation Credit / SOS Coordinatorsince Apr 2011Bartholomew & Company - Worcester, MAVice President, Financial ConsultantJun 1998 - May 2010
Certifications:
FINRA Series 7, 63, 65, & 24., FINRA
Life, Accident & Health Insurance Licensed, Commonwealth of Massachusetts
Full Profile

Financial Consultants near Horsham, PA07881,5762,3643,1523,940PhiladelphiaConshohockenBlue BellNorristownPlymouth MeetingGardenvilleLansdaleBensalemNorth WalesFort Washington


Financial Consultants around Horsham, PA

Bensalem  (13)
Blue Bell  (28)
Chalfont  (8)
Cheltenham  (1)
Conshohocken  (57)
Dresher  (5)
Flourtown  (2)
Furlong  (2)
Gardenville  (20)
Gladwyne  (1)
Hatboro  (6)
Hatfield  (4)
Jamison  (4)
Lansdale  (14)
Norristown  (28)
North Wales  (12)
Oreland  (2)
Palmyra  (1)
Philadelphia  (3,937)
Riverton  (5)
Southampton  (10)
Warminster  (8)
Warrington  (2)
West Point  (2)
Willow Grove  (7)
Wyncote  (5)

Financial Consultants in Pennsylvania

Sub-specializations

Financial Associate  (2)
Financial Consultant  (26)