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Financial Consultants in Ithaca, NY

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87 results found

Sherry Auble Ithaca, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Investor • Area Manager • Managers • Team Member • Analysts • Custodial Worker • Cleaners • Agent • Sales Representative • Partner • Chief Executive • Marketing Manager • Brand Planner • Market Analyst • Marketing Administrator • Brand Representative • Market Research Analyst • Law Specialist • Lawyers • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Divorce Financial Planner at Divorce Financial Strategy
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Divorce Financial Strategy Divorce Financial Plannersince Mar 2009Merrill Lynch Financial Advisor, Chartered Retirement Planning CounselorApr 2005 - Mar 2009
Skills:
Financial & Real Estate Divorce Planning, Retirement Income & Distribution Planning, and Social...
Full Profile

Tanya Satterfield Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Repossessor • Collections Specialist • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Client Service Officer • General Medical Care Specialist • Health Services Administrator • Medical Services Manager • Health Services Manager • Secretary • Medicine Professional • Healthcare Practitioner • Account Representative • Manager • Team Leader • Operations Manager • Project Managers • Project Manager • Certified Professional Coder • Advisor • Bachelor of Business Administration • Information Technology Specialist • Programmer • IT Specialist • Billing Representative • Posting Clerk • Biller

Experience & Education

Position:
Patient Accounts at ACS, Financial Counselor at Macy's
Title:
Financial Counselor
Location:
Ithaca, New York Area
Industry:
Hospital & Health Care
Work history:
ACS Patient Accountssince Feb 2009Macy's Financial Counselorsince Jul 2008
Skills:
Medical Billing
Full Profile

David Forsyth Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Apprentice • Counselor • Advisor • Co-Founder • Founder • Founding Member • Chief Executive • Student Worker • Business Administrator • International Affairs • Analysts • Non-Profit • Operations Manager • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Network Administrator

Experience & Education

Title:
MBA Candidate at Cornell University - Johnson Graduate School of Management
Location:
Ithaca, New York Area
Industry:
Higher Education
Work history:
Merrill Lynch Financial AdvisorJan 2011 - Apr 2013Rapid Penetration of Markets, LLC Intern ConsultantOct 2010 - Dec 2010
Skills:
Spanish, Microsoft Office, Leadership, Data Analysis, Project Planning, Customer Service
Full Profile

Nicholas Kiefer Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Professor at Cornell University
Title:
Ta-Chung Liu Professor of Economics and Statistics at Cornell University
Location:
Ithaca, New York Area
Industry:
Higher Education
Work history:
Cornell University ProfessorOffice of the Comptroller of the Currency Financial Advisor2002 - 2011
Full Profile

Greg Pitts Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Chief Executive • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:
Advisor at Natural Investments, LLC, Member at First Affirmative Financial Network, Member at...
Title:
Financial Advisor for Natural Investments, LLC
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Natural Investments, LLC Advisorsince Dec 2010First Affirmative Financial Network Membersince Jan 2010
Skills:
Socially Responsible Investing, Financial Planning, Retirement Planning, Life Planning,...
Languages:
Spanish
Full Profile

Frank Hoban Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Relationship Manager at M&T Securities, Director, Board at Tompkins County American Red Cross
Title:
Financial Consultant at M&T Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
M&T Securities Relationship Managersince Mar 2010Tompkins County American Red Cross Director, Boardsince Jul 2009
Full Profile

Kevin Shreve Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder and President, Financial Strategist at Financial Designs, Financial Consultant at AXA...
Title:
Financial Consultant at AXA Advisors, LLC
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Financial Designs Founder and President, Financial Strategistsince Jul 1990AXA Advisors, LLC Financial Consultantsince Feb 1985
Full Profile

Celine Richardson Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Edward Jones Investment
Title:
Financial Advisor at Edwar Jones Investment
Location:
Ithaca, New York Area
Industry:
Investment Management
Work history:
Edward Jones Investment - Ithaca, New York AreaFinancial Advisorsince Jun 2004
Full Profile

Becky Santamaria Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at TDS Telecommunications Corp.
Location:
Ithaca, New York Area
Industry:
Telecommunications
Work history:
TDS Telecommunications Corp. Financial Advisor
Full Profile

Greg Lamonica Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager

Experience & Education

Title:
Financial Consultant at NBT Bank
Location:
Ithaca, New York Area
Industry:
Investment Management
Full Profile

Rebecca Santamaria Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at TDS Telecommunications Corp.
Location:
Ithaca, New York Area
Industry:
Telecommunications
Full Profile

Andrew Defran Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales and Marketing Manager • Sales Engineering Specialist • Sales Engineer • Promoter • Volunteer • Construction • Counselor • Advisor • Non-Profit • Bachelor of Business Administration • Database Administration Professional • Database Administrator • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor Merrill Lynch
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - Ithaca, New York AreaFinancial Advisorsince Feb 2012Global Phoenix Computer Technologies Solutions, Inc. - Ithaca, New York AreaSales and Marketing ManagerFeb 2010 - Feb 2012
Skills:
Radio, Customer Service, Excel, Budgeting, Banking, HTML + CSS, PowerPoint, Word, Outlook, Product...
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Tracy Wiles Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Area Manager • Managers • Deputy Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at The Partners Insurance & Financial Services Agency
Title:
Financial Advisor, The Partners Insurance & Financial Services Agency
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
The Partners Insurance & Financial Services Agency Financial Advisorsince 2010Morgan Stanley Smith Barney Financial Advisor2008 - 2010
Full Profile

Morgan Axenfeld Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at EY, Institutional Equities Division Summer Analyst at Morgan Stanley
Title:
Financial Consultant at EY
Location:
Ithaca, New York Area
Industry:
Banking
Work history:
EY - New YorkFinancial Consultantsince Aug 2013Morgan Stanley - New York, New YorkInstitutional Equities Division Summer Analystsince May 2012
Full Profile

Susan Mccormick Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
President & Weath Management Advisor at Fingerlakes Wealth Management
Title:
President & Weath Management Advisor at Fingerlakes Wealth Management, Investment Advisory Firm
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Fingerlakes Wealth Management - Ithaca, NYPresident & Weath Management Advisorsince Apr 2009Merrill Lynch - Ithaca, NYAssistant Vice President, Senior Financial AdvisorApr 2006 - Apr 2009
Full Profile

Jack Williams Ithaca, 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 AXA Advisors
Title:
Financial Advisor
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Advisorsince Mar 2008PaineWebber Reorganization Specialist1986 - 1998
Full Profile

Andrea Vaioli Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wachovia Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Wachovia Securities Financial Advisorsince 2007HSBC Account Executive2006 - 2007
Full Profile

Bill Mccarthy Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Senior Financial Advisor/Resident Director at Merrill Lynch
Location:
Ithaca, New York
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Nov 2007CCFA Board2008 - 2011
Skills:
Retirement Planning
Full Profile

Jay Williamson Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Representative at Northwestern Mutual
Location:
Ithaca, New York Area
Industry:
Insurance
Work history:
Northwestern Mutual Financial Advisorsince Apr 1986
Full Profile

Bill Hampton Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Registered Investment Advisor at Lesko Securities
Title:
Financial Advisor at Lesko Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Securities Registered Investment Advisorsince Jun 2005AFN Communications Chief Operating OfficerAug 2000 - Feb 2004
Full Profile

Bill Hampton Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Position:
Registered Investment Advisor at Lesko Securities
Title:
Financial Advisor at Lesko Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Securities Registered Investment Advisorsince Jun 2005AFN Communications Chief Operating OfficerAug 2000 - Feb 2004
Full Profile

Annie Williams Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Administrator • Operations Manager • Human Resources Specialist • Recruitment • Medical Practice Professional • Medical Practitioner • Supporting Member • Receptionist • Front Desk Clerk • Team Member • Front Office Receptionist

Experience & Education

Position:
Office Administrator at VESTAL DENTAL ASSOCIATES
Location:
Ithaca, New York Area
Industry:
Medical Practice
Work history:
VESTAL DENTAL ASSOCIATES Office Administratorsince Apr 2008LALOR CREEKSIDE DENTAL Business AssociateFeb 2007 - Apr 2008
Patient Financial Advisor
Full Profile

Michael Mcguire Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Wealth Management Advisor at TIAA-CREF
Title:
Wealth Management Adviser at TIAA-CREF
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
TIAA-CREF Wealth Management Advisorsince Mar 2009Merrill Lynch Financial Advisor2006 - 2009
Full Profile

Amador Zuazua Ithaca, NY

Professions & Specialties

Banker • Loan Officer • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sr. Personal Banker at Bank of America/Loan Officer
Location:
Ithaca, New York Area
Industry:
Banking
Work history:
Bank of America Sr. Personal Banker/Loan OfficerDec 2004 - Jul 2008A.G. Edwards & Sons, Inc. Financial ConsultantSep 2002 - Oct 2003
Full Profile

Lindsey Wang Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Database Administration Professional • Database Administrator • Team Member

Experience & Education

Work

Company:
Axa advisors, financial
Financial consultant
Company:
Transamerica
Independent agent

Skills

Excellent Interpersonal and Business Communication Skills Proficient in Microsoft Excel, Word,...
Full Profile

Kevin Vestel Ithaca, 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 Edward Jones Investments
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince May 2004Gannett Retail Advertising ManageApr 1999 - Apr 2004
Full Profile

Christopher Fagan Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Business Consultant • Advisor • Financial Director • Financial Officer • Financial Manager • Team Member • Operations Manager • Master of Business Administration • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service • Research Scientist • Property Manager • Real Estate Manager • Insurance Professional • Underwriter • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Sciencenter discovery museum
Chief financial officer
Company:
Fagan & associates - New York, NY
Principal - financial advisor and business consultant
Full Profile

Nicki Silvanic Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • IT Specialist

Experience & Education

Position:
Financial Professional at AXA Advisors
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Professionalsince Jan 2009Edward Jones Financial Advisor TraineeApr 2008 - Aug 2008
Full Profile

Darci Baird Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
AVP, CTFA, Sr Financial Advisor at Citizens & Northern Bank
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Citizens & Northern Bank AVP, CTFA, Sr Financial Advisorsince Jul 2004
Skills:
Retirement Planning, Wealth Management, Strategic Financial Planning, Investments, Estate Planning, ...
Full Profile

Suzy Olsen Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Supporting Member • Team Member

Experience & Education

Position:
Associate Relationships Manager at Kaplan Test Prep and Admissions
Title:
Center Manager at Kaplan Test Prep and Admissions
Location:
Ithaca, New York Area
Industry:
Management Consulting
Work history:
Kaplan Test Prep and Admissions Associate Relationships Managersince Jan 2009Primerica Financial Advisor2008 - 2009
Full Profile

Andrew Defran Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales and Marketing Manager • Sales Engineering Specialist • Sales Engineer • Operations Manager • Customer Service • Advisor

Experience & Education

Work

Company:
Bank of america merrill lynch
Financial advisor
Company:
Global phoenix computers technologies and solutions inc - Ithaca, NY
Sales and marketing manager

Skills

Wealth Advisory, Investment Management, Retirement Planning, Estate Planning, Educational Seminars, ...
Full Profile

Claudia Kachmarik Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Project Managers • Project Manager • Construction • Operations Manager • Clerical Specialist • Musicians

Experience & Education

Position:
Owner at The 1810 Juliand House
Location:
Ithaca, New York Area
Industry:
Hospitality
Work history:
The 1810 Juliand House Ownersince Mar 2010The Raymond Corporation AccountantJan 2000 - Sep 2009
Skills:
New Business Development, Marketing Communications
Full Profile

Bill Hampton Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Lesko Financial Services
Title:
--
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Financial Services Senior Financial Advisorsince May 2005Williams Communications Vice President Sales1998 - 2000
Skills:
Microsoft Office, Customer Service, Customer Relations, Excel, C
Full Profile

Chris Gibbons Ithaca, 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 Northwestern Mutual
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual - 95 Brown Rd. Suite 203 Ithaca, NY 14850Financial Advisorsince Aug 1991
Full Profile

Gina Courtney Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Regina Courtney Consulting LLC
Location:
Ithaca, New York
Industry:
Financial Services
Work history:
Regina Courtney Consulting LLC Financial Consultant
Full Profile

Prudence Emerick Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Insurance and Financial Services at **
Title:
Insurance and Financial Services
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
** Insurance and Financial Servicessince Feb 1988
Full Profile

Donald Hicks Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Business Administrator • Master of Business Administration • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Work

Company:
Csx transportation - Jacksonville, FL
Intern, operations finance
Company:
Merrill lynch - Pasadena, CA
Financial advisor, private wealth management
Full Profile

Mary Tilley Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
President at Tilley Enterprises Inc.
Title:
Owner, Tilley Enterprises Inc.
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Tilley Enterprises Inc. - USAPresidentsince Apr 2006
Full Profile

Cm Dirienzo Ithaca, 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 Lesko Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Securities Financial Advisorsince Oct 2002Morgan Stanley Financial AdvisorSep 2000 - Sep 2002
Full Profile

Jill Mirabito Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Merrill Lynch
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Consultant
Full Profile

Steve Smith Ithaca, 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 Lesko Financial, Inc
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Financial, Inc Financial Advisor
Full Profile

Jeremy Bright Ithaca, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Chairperson • Chief Executive • Student Worker

Experience & Education

Work

Company:
Merrill lynch - Ithaca, NY
Financial advisor intern
Company:
Transfer society - Ithaca, NY
President
Full Profile

Harry Sasnowitz Ithaca, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at BCR Wealth Strategies/Professional Asset Strategies, LLC
Location:
Ithaca, New York Area
Industry:
Financial Services
Full Profile

Marc Latini Ithaca, 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 Morgan Stanley
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

Chris Dirienzo Ithaca, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Lesko Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Full Profile

Richard Allman Ithaca, 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
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Tom Slyde Ithaca, NY

Professions & Specialties

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

Experience & Education

Position:
Financial consultant at Ameriprise Financial Services, Inc.
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial consultant
Full Profile

Marc Latini Ithaca, 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 Morgan Stanley
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor
Full Profile

Bob Hartung Ithaca, 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 Lesko Securities
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
Lesko Securities Financial Advisor
Full Profile

Char Ruddick Ithaca, 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 PFS
Location:
Ithaca, New York Area
Industry:
Financial Services
Work history:
PFS Financial Advisor
Full Profile


Financial Consultants near Ithaca, NY064128192256320SyracuseElmiraAuburnSeneca FallsHorseheadsGenevaSkaneatelesFayetteRomulusSkaneateles Falls