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Financial Consultants in New Jersey

Financial Consultants in Jersey City, NJ

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Here is a complete list of nearly all experienced Financial Consultants in Jersey City, NJ.

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204 results found

Garrett Swanberg New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Vice President • Manager • Operations Manager • Chief Executive • Human Resources Specialist • Recruitment • Agent • Sales Representative • High School Diploma • Information Technology Specialist • IT Specialist • Property Manager • Real Estate Manager

Experience & Education

Position:
Consultant-Corp. Compliance Project Management at HSBC
Title:
Experienced Finance Professional with legal training
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
HSBC - Greater New York City AreaConsultant-Corp. Compliance Project Managementsince Aug 2012Oppenheimer & Co. - Greater New York City AreaFinancial AdvisorApr 2011 - Apr 2012
Languages:
English, Spanish, French
Certifications:
Series 7, 66 and 31 Licensed (Securities Rep licenses), FINRA
NY--Life, Accident, Health & Disability Insurance & Annuities Agent License, NY State Department of Insurance
Full Profile

Jimmy Thomas Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Sales Manager • Tax Preparer • Tax Accountant • Sales Account Associate • Sales Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Chief Executive • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • International Affairs • Training and Development • Advertising Professional • Advertising Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor/Money Manager at Primex, Tax Preparer at Liberty Tax Service, Sales Associate at...
Title:
Financial Advisor/Money Manager at Primex
Location:
Jersey City, New Jersey
Industry:
Investment Management
Work history:
Primex - 111 Town Square Place, Jersey City, NJ 07310Financial Advisor/Money Managersince Apr 2011Liberty Tax Service - 27 Bloomfield Ave. Bloomfield, NJ 07003Tax Preparersince Jan 2013
Languages:
Malayalam, Spanish, Hebrew, Tamil
Full Profile

Gregory Pitera New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Ultrasonographer • Hospital Care Professional • Sonographer • Medical Sonographers • Health Professional • Health Practitioner • Office Assistant • Supervisor • Counselor • Logistics Supply Officer • Food service • Business Administrator • Logistics Supply Chain Professional • Office Clerk • Clerical Specialist • Managers • Advisor • Logistics Supervisor • Customer Service • Client Service Officer • Sales Representative • Business Development Manager • Operations Manager • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Accounting Bookkeeper • Bookkeeper • Logistician

Experience & Education

Title:
Vascular Ultrasound Technician
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Mount Sinai Medical Center, The Christ Hospital - Jersey City, NJVascular Ultrasound TechnicianOct 2012 - Apr 2013Merrill Lynch - Newark, NJFinancial AdvisorSep 2008 - Feb 2011
Skills:
Android, Photoshop Elements, Ultrasound, EKG, Phlebotomy, Medisoft, Microsoft Office 2007, Wealth...
Certifications:
Registered Vascular Specialist, Cardiovascular Credentialing International
Full Profile

Scott Gawrych New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Sales Director • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Model • Business Consultant • Client Service Officer • Customer Service • Psychology Specialist

Experience & Education

Position:
Institutional Consultant - Advisor in Transition Team at TD Ameritrade Institutional, Senior...
Title:
Institutional Consultant at TD Ameritrade Institutional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Ameritrade Institutional - Jersey City, NJInstitutional Consultant - Advisor in Transition Teamsince Mar 2013Schroders - New York, NYSenior Internal Sales Director - Midwest & Mountain Regionssince Jul 2008
Skills:
Separately Managed Accounts, Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs,...
..relationships with a focused set of financial advisor and private bankers from RIA
Full Profile

Jeff Jones New York, NY

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 • Senior Associate • Supporting Member • Team Member • Counselor • Leader • Advisor • Managers • Agent • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Hunter • Operations Manager • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Client Resolution Specialist, Corp. Employee Financial Services -- INTERNATIONAL (Contract...
Title:
Client Resolution Specialist, Corp. Employee Financial Services -- INTERNATIONAL (6 month contract) at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - New York, NYClient Resolution Specialist, Corp. Employee Financial Services -- INTERNATIONAL (Contract position)since Feb 2013World Financial Group (WFG) - New York, NYFinancial Advisor / Senior AssociateJul 2012 - Jan 2013
Full Profile

Christopher Cerra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • IT Consultant • Senior Project Manager • Senior Manager • Operations Manager • Project Managers • Project Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist • Information Systems Analyst • IT Analyst • Business Consultant • Advisor • Management Analyst • Analysts • Analyst • Human Resources Specialist • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
IT Consultant - Sr. Project Manager – PMO at Pershing – A BNY Mellon Company – Computer Enterprises...
Title:
IT Consultant - Senior Project Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Pershing – A BNY Mellon Company – Computer Enterprises Inc - Jersey City, NJIT Consultant - Sr. Project Manager – PMOsince May 2012J.P. Morgan - NYCIT Consultant - Sr. Project Manager / WSS PMOAug 2011 - May 2012
Skills:
Vendor Management, Business Intelligence, Project Management, Business Analysis, Program...
..consolidate registered representative financial advisor information into a shared databa..
Full Profile

Ashley Owens Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Production Assistant • Manufacturing Laborer • Laborer • Certified Nurse Aide • Nurse • Nurse Practitioner • Advertising Professional • Advertising Sales Agent • Account Manager • Accounting Bookkeeper • Bookkeeper • Sales Representative • Sales Executive • Sales Manager • Manager • Operations Manager • Entertainer

Experience & Education

Position:
Enrollment Advisor at University of Phoenix
Title:
Enrollment Advisor at Apollo Group
Location:
Jersey City, New Jersey
Industry:
Marketing and Advertising
Work history:
University of Phoenix Enrollment Advisorsince Jun 2010MTV Networks Production AssistantJan 2010 - May 2010
Skills:
Microsoft Office, Adobe Creative Suite, PR Writing, Production Assistant, Facebook, Social Media,...
Languages:
French, Spanish, Latin
..obligations while partnering with financial advisor in order to best inform the stud..
Full Profile

Kevin Brey New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Marketing • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Associate • Advisor • Construction • Counselor • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
VP Business Development at Acertus Capital Management
Title:
VP Busines Development, Acertus Capital Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Acertus Capital Management - Morristown, NJVP Business Developmentsince Sep 2012BlackRock - Jersey City, NJBusiness Development AssociateJan 2008 - Jan 2012
..by identifying opportunities in their financial advisor
Full Profile

Maxwell Most New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Project Managers • Project Manager • Market Research Analyst • Sales Representative

Experience & Education

Position:
Internal Wholesaler at SunAmerica Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SunAmerica Asset Management - Jersey City, NJInternal Wholesalersince Apr 2013JPMorgan Chase Licensed Relationship BankerApr 2011 - Apr 2013
Skills:
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales,...
Partner with my financial advisor in order to profile and recommen..
Full Profile

Seth Stuart New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Produce Manager • Manager • Production Manager • Operations Manager • Representative • Counselor • Research Manager • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Marketing Manager • Analysts • Research Scientist

Experience & Education

Position:
Manager, Managed Account & Alternative Investment Solutions at TD Ameritrade Institutional
Title:
Product Manager | Managed Account & Alternative Investment Solutions @ TD Ameritrade Institutional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Ameritrade Institutional - Jersey City, NJManager, Managed Account & Alternative Investment Solutionssince Dec 2009Prudential Financial Consultant, Investment Product MarketingJul 2009 - Sep 2009
Skills:
eVestment, Morningstar, Zephyr, FactSet, Lipper, Investment Advisory, Investments, Consultative...
Certifications:
Series 7, 66, 63, FINRA
..for selection to the 2nd Annual Financial Advisor/Private Wealth Due Diligence/Res..
Full Profile

Michael Wollin New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Business Administrator • Tour Guide • Marketing Professional • Advertising Sales Agent • Sports Trainers • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Internal Wholesaler at AXA Equitable
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AXA Equitable - Jersey City, NJInternal Wholesalersince Aug 2010AXA Advisors Financial ConsultantSep 2006 - Aug 2010
Skills:
Series 7, Series 63, Fixed Annuities, Financial Advisory, Sales, Finance, Leadership, Mutual Funds, ...
Full Profile

Hamand Pershad New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Cashier • Supervisor • Managers • Recruitment

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AXA Advisors - Edison, NJFinancial Consultantsince May 2013Whole Foods Market - Madison & Paramus, NJFront End Cashier, Asst. Supervisor, Supervisor, Cash-upNov 2010 - Oct 2012
Full Profile

Anthony Dilullo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Apprentice • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Corporate Executive • Chief Executive

Experience & Education

Position:
Investment Adviser Representative at ING Financial Partners
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
ING Financial Partners - Jersey City,NJInvestment Adviser Representativesince Aug 2012UBS Wealth Management InternSep 2011 - Dec 2011
Skills:
Bloomberg Terminal, Strategic Financial Planning, Bloomberg, Series 7, Finance, Fixed Income,...
Full Profile

Akash Patel Jersey City, NJ

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Producer

Experience & Education

Work

Company:
Td wealth management
Financial advisor
Company:
Td bank - Englewood, NJ
Personal banker

Skills

Computer: Lotus Notes, Novell, PeopleSoft, AOS, Encore, Macintosh, Microsoft Windows and Office...
Full Profile

Daquan Wu Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Master of Science • Bachelor of Science • Software Developer • Software Developers • Market Research Analyst

Experience & Education

Work

Company:
Point global l.l.c,
Hedge fund marketing internship
Company:
Entrinsico - Seattle, WA
International financial consultant internship

Skills

Leadership, Microsoft Excel, Microsoft Word, PowerPoint, R, Visual Basics, Matlab, SPSS, EViews,...
Full Profile

Yogesh Pachpute Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Marsh & mclennan companies, inc
Oracle financial consultant
Company:
Aimco properties - Jersey City, NJ
Cognizant tech solution
Full Profile

Luyao Yu Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Accountant

Experience & Education

Work

Company:
The tax club empire state building
Tax accountant
Company:
Axa advisors - New York, NY
Financial advisor training program

Skills

Proficient in Word, Excel, PowerPoint, Outlook, Access, QuickBooks, ADP, Lacerte. Native Mandarin;...
Full Profile

Sanket Shah New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Operations Manager • Chief Executive • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Human Resources Specialist • Recruitment • IT Specialist

Experience & Education

Position:
Sr. Manager at TD Ameritrade
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Ameritrade - Jersey City, NJSr. Managersince Jan 2011Bank of America / Merrill Lynch Vice PresidentApr 2004 - Jan 2011
Skills:
.NET, Java, SDLC, Portfolio Management, Wealth Management, SOA, IT Management, Agile, iOS, Manage...
Languages:
Japanese, French
..compliance managers monitor Financial Advisor trades and Client accounts
Full Profile

Yifan Li Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Non-Profit

Experience & Education

Work

Company:
America education center
Assistant internship
Company:
Axa advisors, llc - New York, NY
Assistant to financial advisor internship

Skills

Computers: Proficient in MS (Word, Excel, PowerPoint), Civi-CRM, Google Doc
Full Profile

Michael Rogers New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Office Clerk • Clerical Specialist • Chief Executive • Founder • Founding Member • Student Worker • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Regional Consultant at Lord, Abbett & Co. LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Lord, Abbett & Co. LLC - Jersey City, NJRegional Consultantsince Jun 2013Legend Securities Inc. - New York, New YorkFinancial Consultant ManagerJul 2012 - May 2013
Certifications:
Series 7
Series 63
Full Profile

Jie Yu Jersey City, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Hawkins delafield & wood llp - New York, NY
Financial analyst, financial consultant
Company:
Rutgers, the state university of new jersey, department of statistics - New Brunswick, NJ
Full Profile

Edward Giuliano New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Agent • Sales Agent • Sales Representative • Representative

Experience & Education

Position:
Financial Advisor at PrimeX
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PrimeX - 111 Town Square Place Jersey City, NJ 07310Financial Advisorsince May 2011Paulson Investment - 357 Springfield Ave Summit, NJRegistered RepresentativeSep 2009 - Apr 2011
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Robert Devoe Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Td ameritrade
Fixed income sales
Company:
Valic
Financial advisor
Full Profile

David Kay Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
First allied securities
Financial advisor
Company:
Merrill lynch - New York, NY
Financial advisor
Full Profile

Brett Deixler Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Client Service Officer • Sales Manager • Sales Director • Tennis Player • Athlete • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Solar Investment Consultant at GeoscapeSolar
Title:
Solar Investment Consultant
Location:
Jersey City, New Jersey
Industry:
Environmental Services
Work history:
GeoscapeSolar - Livingston, NJSolar Investment Consultantsince Jul 2011AXA Advisors - Greater New York City AreaFinancial ConsultantFeb 2008 - Jul 2011
Skills:
Series 7, 63 Licenses, Mortgage Lending, Investments, New Business Development, Strategic Financial ...
Full Profile

Vyoma Desai Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Professor • Non-Profit • Team Member

Experience & Education

Work

Company:
The goddard school - Durham, NC
Teacher
Company:
Broad vision finance - Gujarat, IN
Financial advisor
Full Profile

Stephanie Prasad Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Pnc bank
Financial consultant
Full Profile

Jordan Crehan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Marketing Manager • DB Administrator • Database Administration Professional • Database Administrator • Senior Online Leader • Internet Marketing Manager • Web Marketer • Fundraiser • Fundraising Officer • Chief Executive • Advisor • Team Member • Property Manager • Real Estate Manager • Student Worker • Sales Representative • Lawyer • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Regina Kravitz LLC, Finance Director for 2012 Congressional Campaign. at Christopher...
Title:
Regina Kravitz LLC
Location:
Greater New York City Area
Industry:
Apparel & Fashion
Work history:
Regina Kravitz LLC - Greater New York City AreaPrincipalsince Sep 2012Christopher Wight for Congress - 122 East 83rd Street.Finance Director for 2012 Congressional Campaign.since Jun 2012
Certifications:
Series 7
Series 63
Financial Advisor at The GMS Group LLC
Full Profile

Raman Gupta Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Publisher • Advisor • Publishing Professional • Accounts Receivable • Information Technology Specialist • IT Specialist • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Health Professional • Health Practitioner

Experience & Education

Position:
Sr PeopleSoft Functional Consultant at Educational Testing Service (ETS)
Title:
Sr PeopleSoft Financial Con
Location:
Jersey City, New Jersey
Industry:
Information Technology and Services
Work history:
Educational Testing Service (ETS) - Princeton, NJSr PeopleSoft Functional Consultantsince Aug 2011Arizona Public Service (APS) Sr PeopleSoft Financial ConsultantAug 2010 - Jun 2011
Full Profile

Papa Ly Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Senegal mission to the un
Accountant financial counselor
Full Profile

Matt Carroll Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Account Associate • Sales Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Representative • Commodities Clerk • Student Worker • IT Specialist

Experience & Education

Position:
Product Sales Associate at AXA Distributors
Location:
Jersey City, New Jersey
Industry:
Financial Services
Work history:
AXA Distributors Product Sales Associatesince Jul 2013UFinancial Group - Kennett Square PAFinancial AdvisorSep 2012 - Dec 2012
Full Profile

Nancy Barker Jersey City, NJ

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President at Pershing LLC a BNY Mellon Company
Location:
Jersey City, New Jersey
Industry:
Financial Services
Work history:
Pershing LLC a BNY Mellon Company - Jersey City, NJAssistant Vice Presidentsince Oct 2004RBC - Florham Park, NJFinancial AdvisorJul 1998 - Oct 2004
Languages:
German
Full Profile

Rani Soto New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Specialist • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Partner • Operations Manager • Chief Executive • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Business Specialist/Licensed Personal Banker at JPMorgan Chase
Title:
Business Specialist/Licensed Personal Banker
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - Jersey City, NJBusiness Specialist/Licensed Personal Bankersince Jul 2012JPMorgan Chase Licensed Personal BankerSep 2011 - Jul 2012
..key sales support to branch based Financial Advisor
Full Profile

Christopher Cvitan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Christopher Cvitan is a Wealth Management Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Paramus, NJFinancial Advisorsince May 2012Garden State Securities Securities BrokerApr 2011 - Aug 2012
Skills:
Fixed Income, Investments, Economics, Financial Modeling, Investment Advisory, Wealth Management,...
Languages:
Croatian
Full Profile

Elvin Dominici Jersey City, NJ

Professions & Specialties

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

Experience & Education

Position:
President at Hispanic Political Action Committee Inc. (HPAC), Mutual Fund Sr. Associate at Morgan...
Title:
President at Hispanic Political Action Committee Inc. (HPAC)
Location:
Jersey City, New Jersey
Industry:
Financial Services
Work history:
Hispanic Political Action Committee Inc. (HPAC) - Jersey CityPresidentsince Aug 2012Morgan Stanley - Jersey City, NJMutual Fund Sr. Associatesince May 2007
Languages:
Spanish
..compliance documentation and inform Financial Advisor adjustments
Full Profile

Jane Oharrow New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Counselor • Advisor • Vice President • Chief Executive

Experience & Education

Position:
Vice President of Financial Advisor Recruiting at Degenhardt Consulting
Title:
Executive Recruiter at Degenhardt Consulting and Financial Services Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Degenhardt Consulting - Jersey City NJ 07310Vice President of Financial Advisor Recruitingsince Mar 2007
Full Profile

Catherine Mitchell New York, NY

Professions & Specialties

Credit Manager • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Credit Manager, Senior Vice President at Citibank
Title:
Senior Vice President at Citibank
Location:
Greater New York City Area
Industry:
Banking
Work history:
Citibank - Short Hills, NJCredit Manager, Senior Vice Presidentsince Jul 2010Perseus Books Group Financial ConsultantDec 2009 - Jul 2010
Full Profile

Shreyans Gokhru New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • Software Developers • Student Worker

Experience & Education

Position:
Business Analyst at Virtusa
Title:
Financial Consultant at Virtusa
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Virtusa - New York, NYBusiness Analystsince Dec 2012BNP Paribas - Jersey City, NJFinancial Consultant - Finance Project OfficeDec 2012 - Jun 2013
Languages:
English, Hindi
Full Profile

Marika Ramishvili Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive • Receptionist • Front Desk Clerk • Office Assistant • Front Office Receptionist • Office Clerk • Clerical Specialist • Customer Service • Client Service Officer • Substitute Teacher • Educator • Education Professional • Instructor • Graphic Design Specialist • Graphic Designer

Experience & Education

Work

Company:
New york university - New York, NY
Financial advisor
Company:
Mays landing school district - Mays Landing, NJ
Substitute teacher

Skills

General Office Skills, Human resources, Financial Advising,...
Full Profile

Michael Marchiano New York, NY

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President / Financial Advisor , CRPC® , CRPS® at Morgan Stanley Wealth Management
Title:
Associate Vice President / Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 1200 Mt. Kemble Ave . Morristown, NJ 07962Associate Vice President / Financial Advisor , CRPC® , CRPS®since Dec 2008Merrill Lynch - Jersey City , NJSr. Financial Advisor , Certified Financial ManagerApr 2003 - Dec 2008
Full Profile

Jeffrey Winters New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - New York, NYFinancial Advisorsince Jan 2013TD Ameritrade - Jersey City, NJFixed Income SpecialistAug 2010 - Jan 2013
Full Profile

Stefanie Gonzalez Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Sales Manager • Sales Director • Chief Executive • Sales Agent

Experience & Education

Work

Company:
Allianceberstein
Vice president, learning and development
Company:
Allianceberstein - New York, NY
Vice president, strategic service and sales manager

Skills

Consultative Selling Skills, Sales Management, Organizational Development, Team Building, Talent...
Full Profile

Matthew Garofalo Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Counselor • Advisor • Team Member • Property Manager • Real Estate Manager

Experience & Education

Position:
Investment Center Financial Advisor at UBS
Title:
Financial Advisor
Location:
Jersey City, New Jersey
Industry:
Financial Services
Work history:
UBS Investment Center Financial Advisorsince Oct 2011MICHAEL PAGE INTERNATIONAL - New York, NYRECRUITMENT CONSULTANTFeb 2011 - Jul 2011
Full Profile

Leroy Jackson Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Department Manager • Department Supervisor • Manager • Operations Manager • Crewman • Team Member

Experience & Education

Work

Company:
Jersey city medical center
Department head /patient access
Company:
Christ hospital
Financial counselor

Skills

Problem solving, communication, teamwork, and excellent writing skills.
Full Profile

Yasha Misra Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Research Assistant • Researcher • Survey Researcher • Teaching Assistant • Educational Assistant Teacher • Manager • Operations Manager • Student Worker

Experience & Education

Work

Company:
Ubs financial services - Bedminster, NJ
Intern
Company:
City college of new york, ny, us - New York, NY
Research assistant/teaching assistant

Skills

SAS, SPSS, MS Excel, MS Access, SQL
Full Profile

Andy Galvez Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Advisor • Paralegal • Loan Accountant

Experience & Education

Work

Company:
Brixmor property group
Lease analyst
Company:
Healthcare mcr
Financial consultant

Skills

English/Spanish Proficient in Microsoft Word, Excel, PowerPoint and Outlook. Experience in Revenue ...
Full Profile

Mengdi Gu Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Buyer • Buyer and Seller • Sales Representative • Apprentice • Student Worker

Experience & Education

Work

Company:
Dossi fashion mob new york
Buyer
Company:
Standard chartered bank limited shanghai china
Financial advisor intern

Skills

Quantitative Analysis, Financial Modeling, Consulting, Client Service, Intercultural Communication, ...
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Anthony Cristiano New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Chief Executive • Operations Manager • Advisor

Experience & Education

Position:
First Vice President, Corporate Retirement Director & Wealth Advisor at Morgan Stanley
Title:
First Vice President at Morgan Stanley
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Morgan Stanley First Vice President, Corporate Retirement Director & Wealth Advisorsince Jul 1994Merrill Lynch - Jersey City NJFinanial Advisor1991 - 1994
Graduated #1 in Financial Advisor Training Class
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Sean German New York, NY

Professions & Specialties

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

Experience & Education

Position:
Regional Consultant at Lord Abbett & Co. LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Lord Abbett & Co. LLC - Jersey City, NJRegional Consultantsince Mar 2012Morgan Stanley Smith Barney Financial AdvisorMay 2008 - Mar 2012
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Michael Contento Jersey City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Sales Representative • Sales Agent • Marketing Manager • Marketing Administrator

Experience & Education

Work

Company:
New york life
Financial advisor
Company:
20/20 companies
Sales manager
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