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Financial Consultants in Massachusetts

Financial Consultants in Islington, MA

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Here is a complete list of most professional Financial Consultants in Islington, MA.

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15 results found

Gina Patete Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Advisor • Counselor • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Event Manager • Management Team Executive • Operations Manager • Publisher • Leadership Think Tank • Office Clerk • Clerical Specialist • Publishing Professional • Analysts • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
2nd Vice President, New Business Marketing at New York Life Retirement Plan Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Retirement Plan Services - Westwood, MA2nd Vice President, New Business Marketingsince Nov 2011New York Life Retirement Plan Services Marketing Events CoordinatorDec 2010 - Dec 2011
financial advisor conferences
Full Profile

Matt Stone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Service Manager • Subject Matter Expert • Service Operations Expert • Skilled Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Agent • Account Service Manager • Client Service Officer • Sales Representative • Chief Administrative Officer • Operations Manager • Chief Executive • Human Resources Specialist • Recruitment • Customer Service

Experience & Education

Position:
Client Service Manager at New York Life Retirement Plan Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Retirement Plan Services - Westwood, MAClient Service Managersince Feb 2013National Office Relationship ManagerJun 2009 - Oct 2012
..$25MM book of business for a prominent financial advisor
Full Profile

Matt Campbell Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Senior Advisor • Analyst • Analysts • Advisor • Manager • Operations Manager • Management Team Executive • Technical Communicator • Author

Experience & Education

Position:
Senior Business Analyst - Strategy, Law & Policy at Northeast Utilities
Title:
Senior Business Analyst at Northeast Utilities
Location:
Greater Boston Area
Industry:
Utilities
Work history:
Northeast Utilities - Westwood, MASenior Business Analyst - Strategy, Law & Policysince Jun 2007Navigant Consulting - Burlington, MASenior ConsultantMay 1998 - May 2007
Languages:
English
..for which Navigant was acting as the financial advisor and/or divestiture manager for e..
Full Profile

Kevin Munley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Vice President • Financial Officer • Financial Manager • Chief Executive • Controller • Board Member • Operations Manager • Management Team Executive • Accounts Payable Specialist • Chief Accountant • Certified Public Accountant • Account Manager • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Analysts

Experience & Education

Position:
Vice-President, Finance - Northeast Region at ThyssenKrupp Elevator
Title:
Finance Executive; Controller; Treasurer
Location:
Greater Boston Area
Industry:
Oil & Energy
Work history:
ThyssenKrupp Elevator - Westwood, MAVice-President, Finance - Northeast Regionsince Aug 2012GenPower Services, LLC VP & Controller2007 - Jan 2012
Certifications:
Certified Public Accountant, State of New York
Full Profile

Karen Fechtor Islington, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Revere securities
Financial advisor - series 7 & 63
Company:
Fechtor, detwiler & co., inc - Boston, MA
Financial advisor - series 7 & 63
Full Profile

Steven Murray Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Vice President • Production Manager • Chief Executive • Marketing Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Brand Representative • Skilled Professional

Experience & Education

Position:
Strategic Marketer and Product Manager at Business Development
Title:
Strategic Marketer and Product Manager
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Business Development Strategic Marketer and Product Managersince Dec 2012New York Life Retirement Plan Services - Westwood, MA2nd Vice President, Advisor Marketing2009 - 2012
Skills:
Investments, Mutual Funds, Retirement Planning, Microsoft Excel, Microsoft Office, PowerPoint,...
Expanded and strengthened key financial advisor relationships and generated new..
Full Profile

Thomas Bruzzese Islington, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Finance Manager • Financial Officer • Financial Manager • Counselor • Advisor

Experience & Education

Work

Company:
Citizens financial group
Senior finance manager
Company:
Volt information services - Boston, MA
Marketing /regulatory/financial consultant
Full Profile

Andrew Fotopulos Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Chief Executive Officer • Executive Vice President • Vice President • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compliance Manager

Experience & Education

Position:
Senior Vice President at Starkweather & Shepley Insurance Brokerage Inc.
Title:
Senior Vice President at Starkweather & Shepley Insurance Brokerage, Inc.
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Starkweather & Shepley Insurance Brokerage Inc. - Westwood, MASenior Vice Presidentsince Feb 2009Theodore Liftman Insurance, Inc. - Boston, MAExecutive Vice PresidentApr 1986 - Feb 2009
Skills:
Liability, Legal Liability, Health Insurance, Investment Advisory, D&O, Employee Benefits,...
Languages:
English, Greek
Financial Advisor Magazine
Full Profile

Greg Senosk Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Account Executive - Energy Efficiency at NSTAR Electric & Gas Company
Title:
Account Executive
Location:
Greater Boston Area
Industry:
Utilities
Work history:
NSTAR Electric & Gas Company - Westwood, MAAccount Executive - Energy Efficiencysince Apr 2011Sallie Mae Account Executive - New EnglandJan 2009 - May 2010
Financial Advisor at Legg Mason Wood Walker
Full Profile

Rachal Chahine Boston, MA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Operations Manager • Customer Service

Experience & Education

Position:
Accountant at AIG
Location:
Boston, Massachusetts
Industry:
Insurance
Work history:
AIG - Boston, MAAccountantsince May 2013Homesite Insurance - Boston, MAPricing Analyst2011 - 2013
Languages:
English, French, Arabic
Financial Advisor at Wells Fargo Advisors
Full Profile

Brendan Daly Islington, MA

Professions & Specialties

Financial Services Sales Agent • Leader • Managers • Agent • Sales Representative

Experience & Education

Work

Company:
Metlife financial group of mass
Leader
Company:
Lincoln investment planning, inc - Waltham, MA
Full service broker
Full Profile

Thomas Bruzzese Islington, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Auditor • Senior Finance Manager • Financial Officer • Financial Manager • Marketing Administrator • Master of Business Administration • Master of Science • Bachelor of Science • Advisor

Experience & Education

Work

Company:
Ebstel
Telecommunications auditor
Company:
Citizens financial group
Senior finance manager
Full Profile

Brendan Daly Islington, MA

Professions & Specialties

Financial Services Sales Agent • Leader • Managers • Agent • Sales Representative

Experience & Education

Work

Company:
Metlife financial group of mass
Leader
Company:
Lincoln investment planning, inc - Waltham, MA
Full service broker
Full Profile

Henry Acacia South Attleboro, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Customer Service Associate • Construction • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Food service • Psychologist • Graphic Design Specialist • Graphic Designer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Customer Service Clerk/ New Construction at NSTAR
Title:
Customer Service/ New Construction at NSTAR
Location:
Attleboro, Massachusetts
Industry:
Utilities
Work history:
NSTAR - Westwood, MACustomer Service Clerk/ New Constructionsince Jan 2013NSTAR - Westwood, MACustomer Service AssociateJun 2001 - Dec 2012
Financial Counselor at Consumer Credit Counseling..
Full Profile

Sandra Spellen Bethesda, MD

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Operations Manager • Bachelor of Science • Managers

Experience & Education

Work

Company:
Teamworks, llc
Senior financial consultant
Company:
Marriott international - Bethesda, MD
Senior manager - financial contract management and revenue accounting

Skills

PeopleSoft G/L Hyperion Excel PowerPoint Word Paisley Governance Risk and Compliance (GRC)
Full Profile

Financial Consultants near Islington, MA09161,8322,7483,6644,580BostonCambridgeWalthamWellesleyNewtonQuincyNeedhamNatickWatertownNorwood


Financial Consultants around Islington, MA

Belmont  (11)
Boston  (4,577)
Brookline  (15)
Cambridge  (111)
Canton  (15)
Dedham  (12)
Dover  (1)
Medfield  (3)
Millis  (3)
Milton  (10)
Natick  (18)
Needham  (25)
Newton  (62)
Norfolk  (4)
Norwood  (16)
Quincy  (52)
Randolph  (7)
Sharon  (7)
Sherborn  (1)
Somerville  (14)
Stoughton  (5)
Walpole  (12)
Waltham  (107)
Watertown  (18)
Wellesley  (88)

Financial Consultants in Massachusetts

Sub-specializations

Banker  (29)
Financial Consultant  (15)