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Financial Consultants in Hyannis, MA

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23 results found

Peter Walls Hyannis, MA

Professions & Specialties

Trader • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chairperson • Executive Vice President • Financial Manager • Vice President • Chief Executive • Regional Sales Consultant • Sales Representative

Experience & Education

Work

Company:
Chimera capital llc - Boston, MA
Proprietary trader
Company:
Ag edwards - Plymouth, MA
Financial advisor
Full Profile

David Johnson Barnstable, MA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Management Consultant • Independent Consultant • Representative • Management Analyst • Analysts • Counselor • Advisor • Program Director • Owner • Operations Manager • Chief Executive • Project Managers • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Supervisors

Experience & Education

Position:
Senior Management Consultant & Program Manager under contract at Maple Leaf Foods Inc
Title:
Senior Management Consultant & Program Manager under contract for Maple Leaf Foods
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Management Consulting
Work history:
Maple Leaf Foods Inc Senior Management Consultant & Program Manager under contractsince May 2011New York Life Insurance Company - Hyannis, MARegistered RepresentativeOct 2009 - May 2011
Skills:
Certified Project Manager, Management Consulting, Change Management, Project Management, Strategic...
Fully Licensed Financial Advisor for Life
Full Profile

Eric Hokanson Barnstable, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor/ Senior Vice President at Morgan StanleyEr
Title:
Financial Advisor | Senior Vice President at Morgan Stanley
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Morgan StanleyEr - Hyannis, MA 02601Financial Advisor/ Senior Vice Presidentsince Mar 2007Smith Barney - Hyannis,MAFirst Vice PresidentOct 1999 - Mar 2007
Full Profile

Bob Lewis Hyannis, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Certified Financial Planner • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Analyst

Experience & Education

Position:
Senior Portfolio Manager, Senior Vice President, Financial Advisor at Morgan Stanley
Title:
Senior Portfolio Manager at Morgan Stanley, Senior Vice President, Financial Advisor
Location:
Hyannis, Massachusetts
Industry:
Investment Management
Work history:
Morgan Stanley - 45 North Street Hyannis MA 02601Senior Portfolio Manager, Senior Vice President, Financial Advisorsince Feb 1997
Full Profile

Bradd Cuppels Hyannis, MA

Professions & Specialties

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

Experience & Education

Position:
Vice President-Investments at UBS
Title:
Vice President - Investments at UBS Financial Services Inc
Location:
Hyannis, Massachusetts
Industry:
Financial Services
Work history:
UBS - 1471 Iyannough Road (Rt. 132) Hyannis, MA 02601Vice President-Investmentssince Mar 2011Morgan Stanley Smith Barney - Hyannis, MAVice President - Financial AdvisorAug 2005 - Mar 2011
Full Profile

Peter Shea Hyannis, MA

Professions & Specialties

Financial Consultant • Reverse Mortgage Specialist • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Sales Representative • Chief Executive • Region Manager • Area Manager • Managers

Experience & Education

Work

Company:
New york life
Registered financial advisor, california licensed
Company:
Wells fargo bank - Attleboro, MA
Reverse mortgage specialist
Full Profile

Ken Leblanc Barnstable, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at New York Life Insurance Company
Title:
Financial Advisor
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Hyannis,MAFinancial Advisorsince Nov 2010
Full Profile

Consuelo Carroll Centerville, MA

Professions & Specialties

Financial Services Sales Agent • Marketing Director • Chief Executive • Guide • Office Assistant • Tour Guide • Office Clerk • Clerical Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Customer Service • Client Service Officer

Experience & Education

Position:
Director of Marketing at Asset Management Resources, LLC
Location:
Centerville, Massachusetts
Industry:
Financial Services
Work history:
Asset Management Resources, LLC - Hyannis, MADirector of Marketingsince 2007Carroll Chiropractic Center Office ManagerFeb 1994 - Nov 2005
Skills:
Marketing Strategy, Marketing Management, Marketing Communications, Online Advertising, Strategic...
Languages:
Spanish
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Brian Manning Barnstable, MA

Professions & Specialties

Vice President • Business Development Manager • Owner • Sales Manager • Sales Director • Chief Executive • Operations Manager • Sports Trainer • Sports Trainers • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
VP, Business Development Manager at Thorne Financial Partners
Title:
Vice President, Business Development Manager at Thorne Financial Partners
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Thorne Financial Partners - 724 Main Street, Suite B, Hyannis Port, MA 02601VP, Business Development Managersince Jan 2012The Cooperative Bank of Cape Cod Business Development & Sales Manager, AVPJul 2004 - Dec 2011
Skills:
Banking, Mortgage Lending, Marketing Strategy, Marketing Communications, New Business Development,...
Worked in tandem with the Financial Advisor to cultivate and maintain new an..
Full Profile

Lee Hill Barnstable, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Chief Executive • Management Team Executive • Corporate Executive • Non-Profit • Philanthrope • Master of Science

Experience & Education

Position:
Investment Executive at Infinex Investments, Inc., Business Development Manager at Wellfleet Oyster ...
Title:
Investment Executive, Infinex Investments, Inc. at Cape Cod 5 Savings Bank
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Infinex Investments, Inc. - Orleans, MAInvestment Executivesince Nov 2012Wellfleet Oyster Cracker Company - Barnstable/Yarmouth, Massachusetts AreaBusiness Development Managersince Jul 2013
Languages:
German
Financial Advisor at Banc of America Investments
Full Profile

Jill Goldman Barnstable, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chairperson • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Advisor • Sales Representative

Experience & Education

Position:
Owner & President at Goldman & Associates Insurance Financial Services, Inc.
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Insurance
Work history:
Goldman & Associates Insurance Financial Services, Inc. - Hyannis, MAOwner & Presidentsince Dec 1986Romaine Insurance Agency Administrative AssistantJan 1986 - Dec 1986
Financial Advisor Resource Group
Full Profile

Lorrie Leonard Barnstable, MA

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Vice President • Chief Executive • Advisor • Customer Service • Management Team Executive • Operations Manager • Financial Manager • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Relationship Manager at Rockland Trust Company
Title:
Relationship Manager at Rockland Trust Company
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Banking
Work history:
Rockland Trust Company - Osterville. MAVice President, Relationship Managersince Jan 2008TD Banknorth - South Yarmouth, MAVice President, Wealth AdvisorJun 2002 - Dec 2007
Financial Consultant at Merrill Lynch
Full Profile

Thays Fernandes Hyannis, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Administrative Coordinator • Evangelist • Clerical Specialist • Preacher • Religious Worker • Advocate • Jurist • Legal Counsel • Medical Services Manager • Health Services Manager • Patient Support Representative • Healthcare Support • Nurse • Nurse Practitioner • Language Specialist

Experience & Education

Work

Company:
Harbor community health center- hyannis
Outreach and enrollment specialist
Company:
Scripps health - San Diego, CA
Administrative coordinator

Skills

Community Outreach, Healthcare Administrator Non-Profits, Office Management, WPM-58, Microsoft...
Full Profile

Eric Steinhilber Hyannis, MA

Professions & Specialties

Manager • Director • Development Director • Operations Manager • HR Manager • Supporting Member • Coordinator • Team Member • Managers

Experience & Education

Work

Company:
Massmutual financial group
Managing associate
Company:
Alliance to protect nantucket sound - Hyannis, MA
Development director & government affairs coordinator
Full Profile

Lindsay Sugden Hyannis, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Receptionist • Front Desk Clerk • Office Clerk • Front Office Receptionist • Paralegal

Experience & Education

Work

Company:
Strawberry hill real estate - Hyannis, MA
Administrative assistant
Company:
Cynthia m. bourget & associates - Falmouth, MA
Administrative assistant
Full Profile

Christie Griner Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Certified Nurse Aide • Nurse • Nurse Practitioner • Advisor

Experience & Education

Location:
Albany, New York Area
Industry:
Insurance
Work history:
The Ayco Company, L.P., A Goldman Sachs Company Financial AnalystJan 2010 - Apr 2011Merrill Lynch - Greater Boston AreaGlobal Private Client, Financial AdvisorSep 2005 - Dec 2009
Full Profile

Sheryl Walsh Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President of Sales • Vice President • Chief Executive • Operations Manager • Sales Manager • Business Banking Officer • Model • Sales Representative • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Vice President/Chief Consumer and Business Banking Officer at The Cooperative Bank of Cape Cod
Title:
Senior Vice President/Chief Consumer and Business Banking Officer
Location:
Greater Boston Area
Industry:
Banking
Work history:
The Cooperative Bank of Cape Cod - Hyannnis, MASenior Vice President/Chief Consumer and Business Banking Officersince Sep 2011The Community Bank - The Community BankRetail Banking and Sales VP2005 - 2011
Oversaw the financial advisor program for past 3 years and 20%..
Full Profile

Andrew Slovak New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Architect • Manager • Operations Manager • Objective-C • Software Developer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Founding Member • Chief Executive • Project Managers • Systems Administrator • Computer Systems Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Business Consultant • Master of Science

Experience & Education

Position:
Software Architect at OTG Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
OTG Management - New York CitySoftware Architectsince Jun 2012Savant Systems - Hyannis, MASoftware Engineering ConsultantJan 2012 - Jun 2012
Skills:
Project Management, Unix, Agile Methodologies, Software Project Management, XML, Java, SQL, HTML,...
..on marketing and mobile platforms for financial advisor and end user networks
Full Profile

Charles Merwin New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Senior Vice President • Manager • Vice President • Sales Manager • Sales Director • Chief Executive • Marketing Manager • Operations Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Manager • Commodities Clerk

Experience & Education

Position:
Senior Vice President - Complex Manager at Wells Fargo Advisors, LLC
Title:
Senior Vice President - Branch Manager at Wells Fargo Advisors LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Senior Vice President - Complex Managersince Jul 2005Wachovia Securities - New York CityVice President - Sales ManagerMar 2002 - Jul 2005
Financial Advisor at Prudential Securities
Full Profile

Milton Speid San Francisco, CA

Professions & Specialties

Philanthrope • Subject Matter Expert • Non-Profit • Skilled Professional • Manager • Operations Manager • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Psychology Specialist

Experience & Education

Position:
Corporate Philanthropy Manager at Silicon Valley Community Foundation
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Silicon Valley Community Foundation - Mountain View, CA 94040Corporate Philanthropy Managersince Apr 2012Bank of America - San Francisco Bay AreaGlobal Corporate Social Responsibility Market SpecialistSep 2009 - Apr 2012
Full Svc Financial Advisor at Banc of America Investments
Full Profile

Brian Kolb Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Client Service Officer • Sales Representative • Business Intelligence Professional • Business Consultant • Advisor • Customer Service • Certified Nurse Aide • Nurse • Nurse Practitioner • Information Technology Specialist • IT Specialist • Director • Operations Manager • Psychology Specialist • Computer Software Professional • Software Developers • Chief Executive • Corporate Executive • Psychologist • Sports Trainers • Athletes • Accounting Bookkeeper • Bookkeeper • Entertainer

Experience & Education

Position:
Inside Sales at CallMiner
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
CallMiner - Waltham, MAInside Salessince Mar 2013New England Photo Booth - Greater Boston AreaDirector of SalesFeb 2010 - Feb 2013
Skills:
Hockey, Leadership, Sales, Series 7, Sports Marketing, Social Networking, New Business Development, ...
Financial Advisor at Merrill Lynch
Full Profile

Don Mann Springfield, MO

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Research Specialist • Research Scientist

Experience & Education

Position:
Retired/Tinkerer/Dabbler at Home
Title:
Retired Financial Services Professional
Location:
Springfield, Missouri Area
Industry:
Financial Services
Work history:
Home Retired/Tinkerer/Dabblersince Mar 2007A. G. Edwards & Sons, Inc. - Norwell, MAAssociate Vice President - Investments1994 - 2007
Financial Consultant at Shearson Lehman Bros
Full Profile

Randy Grosberg Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Articled Clerk • Lawyers • Account Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Co-Founder • Senior Manager • Operations Manager • Production Manager • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Business Administration • Business Administrator • Computer Software Professional • Software Developers • Sports Trainers

Experience & Education

Position:
Vice President Sales at Examity, formerly Secure Proctor
Title:
Vice President Sales at Examity
Location:
Greater Boston Area
Industry:
E-Learning
Work history:
Examity, formerly Secure Proctor - Needham, MAVice President Salessince Jan 2013Brainshark - WalthamNational Account ManagerJan 2012 - Dec 2012
Financial Advisor Division at Putnam Investments
Full Profile

Financial Consultants near Hyannis, MA020406080100BarnstablePlymouthNew BedfordMarshfieldFalmouthChathamMarionDuxburyMiddleboroEast Sandwich


Financial Consultants around Hyannis, MA

Barnstable  (100)
Brewster  (1)
Carver  (1)
Centerville  (1)
Chatham  (7)
Dennis  (1)
Dennis Port  (1)
Duxbury  (5)
Fairhaven  (2)
Falmouth  (9)
Marion  (6)
Marshfield  (12)
Mattapoisett  (3)
Middleboro  (4)
Nantucket  (2)
New Bedford  (15)
Orleans  (2)
Osterville  (3)
Plymouth  (29)
Rochester  (1)
Sandwich  (2)
Wareham  (2)

Financial Consultants in Massachusetts

Sub-specializations

Banker  (13)
Financial Consultant  (23)