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Financial Consultants in Massachusetts

Financial Consultants in Lincoln Center, MA

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6 results found

Samuel Denormandie Lincoln Center, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
New york life insurance company
Financial advisor
Company:
New york life insurance company
Development, retirement planning, product offerings and other topics
Full Profile

Alan Snyder Lincoln Center, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch
Financial advisor
Company:
The james company re brokers and development - Chattanooga, TN
Affiliate real estate broker
Full Profile

Emily Smith Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Supporting Member • Team Member • Marketing Intern • Advertising Professional • Marketing Professional • Advertising Sales Agent • Customer Service • Web Marketer • Brand Representative • Vice President • Chief Executive • Operations Manager • Marketing Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Student Worker

Experience & Education

Position:
Associate Account Executive at Epsilon, Marketing Intern at Landmark Wealth Advisors
Title:
Associate Account Executive at Epsilon
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Epsilon Associate Account ExecutiveLandmark Wealth Advisors Marketing Internsince Oct 2012
Languages:
French, Italian, English
..presentations for solutions that the financial advisor would present to client
Full Profile

Clint Marshall Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Financial Director • Owner • Board Member • Chairperson • Financial Officer • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Lacrosse Coach • Sports Game Coach • Certified Nurse Aide • Nurse • Nurse Practitioner • Property Manager • Real Estate Manager • Commodities Clerk

Experience & Education

Position:
Principal at Coastal CFO Solutions, Trustee at Pear Tree Funds, Panjandrum at Fore River Company,...
Title:
Cost-Effective, Part-Time CFO Services - Owner, Coastal CFO Solutions
Location:
Portland, Maine Area
Industry:
Management Consulting
Work history:
Coastal CFO Solutions Principalsince 1998Pear Tree Funds - Lincoln, MATrusteesince 2004
Skills:
Budgeting, Financial Modeling, Business Modeling, Business Planning, Start-ups, Business Strategy,...
Full Profile

Josh Fiorini Bristol, CT

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager • Partner • Bachelor of Arts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO at PTR Industries, Inc.
Title:
at PTR Industries, Inc.
Location:
Bristol, Connecticut
Industry:
Defense & Space
Work history:
PTR Industries, Inc. - Bristol, CTCEOsince Jun 2009I.W. Harding Portfolio ManagerJan 2009 - Jul 2009
Financial Advisor at Ameriprise Financial Services
Full Profile

Ani Kaspar Santa Fe, NM

Professions & Specialties

Author • Founder • Director • Founding Member • Chief Executive • Operations Manager • Consultant Coach • Sports Trainer • Sports Game Coach • Sports Trainers • Speaker • Spokesperson • Representative

Experience & Education

Work

Company:
Bodybybliss
Published author/business founder/ health and wellness consultant/inspirational coach and speaker
Company:
Bosshard gallery - Santa Fe, NM
Director

Skills

Please see resume.
Full Profile

Financial Consultants near Lincoln Center, MA09161,8322,7483,6644,580BostonCambridgeWalthamWellesleyNewtonBurlingtonWoburnFraminghamLexingtonNeedham


Financial Consultants around Lincoln Center, MA

Acton  (14)
Arlington  (6)
Bedford  (10)
Belmont  (11)
Billerica  (15)
Boston  (4,577)
Brookline  (15)
Burlington  (34)
Cambridge  (111)
Carlisle  (1)
Dover  (1)
Framingham  (30)
Lexington  (28)
Lowell  (11)
Maynard  (6)
Medford  (12)
Natick  (18)
Needham  (25)
Newton  (62)
Sherborn  (1)
Somerville  (14)
Tewksbury  (4)
Waltham  (107)
Watertown  (18)
Wayland  (8)
Wellesley  (88)
Wilmington  (11)
Winchester  (7)
Woburn  (31)

Financial Consultants in Massachusetts

Sub-specializations

Banker  (4)
Financial Consultant  (6)