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Financial Consultants in Livingston, NJ

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29 results found

Gary Schechter Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystBachelor of Science

Experience & Education

Work

Company:
Jpmorgan chase - Madison, NJ
Financial advisor
Company:
Massmutual - Enfield, CT
Regional sales director- external annuity wholesaler

Ryan Meadow Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTechnical ManagerApprenticeAdvisorManagersBachelor of ScienceChief ExecutiveStudent Worker

Experience & Education

Work

Company:
Axa advisors, llc
Financial consultant
Company:
State college, pa
Member of alpha epsilon pi fraternity

John Schmitz Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Position:
Financial Advisor at AcornFnancial Services
Title:
Financial Advisor at Acorn Financial Services
Location:
Livingston, New Jersey
Industry:
Financial Services
Work history:
AcornFnancial Services - Livingston, NJFinancial Advisorsince Jan 2013Merrill Lynch Financial AdvisorAug 2011 - Sep 2012

Victor Souffront Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerFinancial AnalystAccount Manager

Experience & Education

Work

Company:
Finance department - Livingston, NJ
Accounting manager /financial analyst
Company:
Axion llc - New York, NY
National basketball association - financial consultant

Scott Doyle Livingston, NJ

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial ManagerClerical Specialist

Experience & Education

Work

Company:
Tremont partners llc
Portfolio manager & financial advisor
Company:
Merrill lynch
Vice president- special project

Bhavi Trivedi Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerCoordinatorManagers

Experience & Education

Work

Company:
Ivf nj
Financial counselor office manager- short hills
Company:
Irms - Livingston, NJ
Financial coordinator team leader

Cy Brown Short Hills, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveSales ManagerClient Service OfficerOperations ManagerBusiness AdministratorCustomer ServiceSecretary

Experience & Education

Work

Company:
Lush fresh handmade cosmetics - Short Hills, NJ
Sales associate
Company:
Umdnj - Newark, NJ
Financial advisor

James Kruse Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSupporting MemberTeam MemberChief Executive

Experience & Education

Work

Company:
Morgan stanley smith barney - Florham Park, NJ
Financial advisor associate
Company:
Jnk securities - New York, NY
Institutional research sales

Justin Zeitchik Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentResearcherSurvey Researcher

Experience & Education

Work

Company:
Midtown partners & co. llc
Equity research intern
Company:
Taylor wealth management, llc - Scottsdale, AZ
Financial advisor assistant

Jonathan Schwartz Livingston, NJ

Professions & Specialties

Director of Business DevelopmentBusiness Development ManagerOperations ManagerLegal AideParalegal

Experience & Education

Work

Company:
Law offices of aaron resnick - Miami, FL
Director of business development
Company:
Legal assistant

Robert Grossman Livingston, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystDirectorMarketing DirectorFinancial DirectorChairpersonOperations ManagerChief ExecutiveFinancial OfficerFinancial ManagerLeaderManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Representative

Experience & Education

Work

Company:
Northwestern mutual financial network
Director of marketing and client services
Company:
Legacy financial resources
Chief financial officer - president

Gregory Perrone Livingston, NJ

Professions & Specialties

BankerFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystCounselorAdvisorBusiness AdministratorComputational ScientistComputer ScientistsClient Service OfficerCustomer ServiceGovernment Service ExecutiveGovernment Administration OfficerCivil ServantOperations Manager

Experience & Education

Work

Company:
Wells fargo
Senior personal banker
Company:
Chase bank - Montclair, NJ
Personal banker

Christopher Cfa Livingston, NJ

Professions & Specialties

Branch ManagerField Marketing SpecialistMarketing AdministratorInvestorSupervisorManagersSales ManagerSales DirectorAssistant Branch ManagerMarketing ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations ManagerCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
T. rowe price
Branch manager (two locations - short hills and paramus investor centers)
Company:
T. rowe price
Sales manager (assistant branch manager & supervisor)

Paul Mba Livingston, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations ManagerBusiness AdministratorSales Engineering SpecialistSales Engineer

Experience & Education

Work

Company:
Itw-duo fast tools
New business development
Company:
Enterprise rent a car. new jersey
Sales & branch manager

Skills

Languages: Fluent in English, Spanish & Portugues

Michelle Novick Livingston, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduct SpecialistMarketing ManagerSales ManagerSales DirectorPurchasing ManagersCatering Sales ManagerSenior Customer Service RepresentativeClient Service OfficerDirector of ContractsFood Service WorkersBachelor of ScienceJuris DoctorCustomer Service

Experience & Education

Work

Company:
Eisai inc./quintiles inc
Metabolic product specialist
Company:
Glaxosmithkline
Executive vaccine specialist

Sean Melcher New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberSecurityTeam MemberCertified Nurse AideNurseNurse PractitionerBookkeeper

Experience & Education

Position:
Associate at NJL&C
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
NJL&C - Livingston, NJAssociatesince May 2012Langdon Ford Financial Financial AdvisorOct 2011 - May 2012

Brett Deixler Jersey City, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorClient Service OfficerSales ManagerSales DirectorTennis PlayerAthleteBachelor of ScienceAccounting BookkeeperBookkeeperProperty ManagerReal 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 ...

Scott Harris New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagerMarketing ManagerOperations ManagerIndependent Business OwnersVice PresidentChief ExecutiveCorporate ExecutiveContractorSales RepresentativeProperty ManagerReal Estate Manager

Experience & Education

Position:
Branch manager at Flagship Mortgage Corp, BRANCH MANAGER at Equity Source Home Loans, LLC
Title:
BRANCH MANAGER at Equity Source Home Loans, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Flagship Mortgage Corp - Livingston NJBranch managersince May 2010Equity Source Home Loans, LLC BRANCH MANAGERsince Apr 2010
..THAT 23 YEARS AS A MONEY MANAGER AND FINANCIAL ADVISOR IN EQUITIES

Jason Hollowell New York, NY

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstructionClient Service OfficerCustomer ServiceStudent Worker

Experience & Education

Position:
Financial Specialist at PNC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC - Summit, NJFinancial Specialistsince Jan 2013Morgan Stanley - Short Hills, NJFinancial AdvisorOct 2011 - Jan 2013

Romil Bhagat New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at LPL Financial Advisor
Title:
Financial Advisor at LPL Financial
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
LPL Financial Advisor - Livingston NJFinancial Advisorsince Jan 2013Varbeco Wealth Management LPL Financial AdvisorNov 2004 - Dec 2012
Languages:
Hindi, Bengali

Betty Ugarte New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBilling CoordinatorBilling RepresentativePosting ClerkBillerInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Implant Billing Coordinator at Earthlink
Title:
Financial Counselor at Earthlink
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Earthlink - Livingston, NJImplant Billing Coordinatorsince Oct 2010

Dominique Israel New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Capital One, Financial Advisor at Capital One Bank
Title:
Financial Advisor at Capital One
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Capital One - Livingston, NJFinancial Advisorsince Dec 2007Capital One Bank Financial Advisorsince 2007

Samantha Woodruff New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentEmployment AssistantEmployee Placement SpecialistRecruitmentChief Administrative OfficerChief ExecutivePublic Relations OfficerNon-ProfitPublic Relations SpecialistPR and Communications ProfessionalPublic Relations ProfessinalOperations ManagerAdministrative ClerkClerical SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRetail SalespersonStudent Worker

Experience & Education

Position:
Human Resource Assistant at ARC of Essex County
Location:
Greater New York City Area
Industry:
Luxury Goods & Jewelry
Work history:
ARC of Essex County - Livingston, NJHuman Resource Assistantsince May 2013Accessories Council - New York, NYPublic Relations InternNov 2012 - Nov 2012
Developed system to organize Financial Advisor

Eneasz Kadziela Washington, DC

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior AnalystInvestorAnalystAnalystsResearch AnalystResearch AssistantResearcherSurvey ResearcherAdvisorAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Analyst at Small Business Investor Alliance
Location:
Washington D.C. Metro Area
Industry:
Venture Capital & Private Equity
Work history:
Small Business Investor Alliance - Washington, DCSenior Analystsince Oct 2012Cross Research Group - Livingston, NJEquity Research AnalystOct 2011 - Jul 2012
Skills:
Financial Modeling, Statistical Data Analysis, Econometrics, Equity Valuation, Portfolio...
Languages:
Polish
Financial Advisor at Raymond James

Nathan Chen New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystProject ManagerAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersRepresentativeControllerSoftware TesterComputer SpecialistSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeBachelor of Business AdministrationHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Testing Operations Analyst at Express Scripts
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Express Scripts Testing Operations Analystsince Mar 2013CIT - Livingston, NJTemporary Portfolio ServicingApr 2012 - Mar 2013
Financial Advisor Intern at MetLife

Megan Hadley New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPhysician AssistantPhysicianHospital Care ProfessionalPhysicians AssistantHealth ProfessionalHealth PractitionerManagerChief Administrative OfficerOperations ManagerChief ExecutiveMedical Practitioner

Experience & Education

Position:
Clinical Information Manager (CIM) at Emergency Medical Associates (EMA)
Title:
Prospective Physician Assistant
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Emergency Medical Associates (EMA) - Livingston, NJClinical Information Manager (CIM)since Jun 2010University of Delaware Resident AssistantJan 2008 - May 2009
Personal assistant to a financial advisor

David Hawkins Minneapolis, MN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalFinancial DirectorFinancial OfficerFinancial ManagerLeaderManagersTreasurerDirector of PlanningSupervising PlannerOperations ManagerSecurityAdvisorPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantControllerChief AccountantAccounting BookkeeperBookkeeperAccount ManagerMaster of Business AdministrationBachelor of ScienceConsumer Goods ProfessionalCommodities ClerkAutomotive SpecialistAutomotive ProfessionalComputer Software ProfessionalSoftware DevelopersRecruitment

Experience & Education

Position:
CFO at Webex, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
International Trade and Development
Work history:
Webex, Inc. - Neenah, WisconsinCFOsince Apr 2013Extrusion Dies Industries, Nordson Corporation - Chippewa Falls, WICFOApr 2011 - Mar 2013
Skills:
CFOs, Treasury, Manufacturing, International Operations, Private Equity, Human Resources, Mergers,...

Leslie Streitfeld Philadelphia, PA

Professions & Specialties

Financial ConsultantEstate PlannerFinancial Services Sales AgentCertified Financial PlannerPuchasing and Estimating ManagerRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior AdvisorAdvisorUnderwriterFinancial Manager

Experience & Education

Position:
Financial Representative at International Planning Alliance, LLC
Title:
Creation and Implementation of Sustainable Estate, Business Sucession and Employee Benefit Plans.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
International Planning Alliance, LLC Financial Representativesince Mar 2004Northwestern Mutual - Princeton, NJFinancial Representative & Registered RepresentativeDec 1999 - Mar 2004
Certifications:
Chartered Life Underwriter (CLU), The American College
Chartered Financial Consultant (ChFC), The American College

Andrew Kenny New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing InternMarketing ProfessionalAdvertising Sales AgentApprenticeStudent WorkerNon-ProfitMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief Executive

Experience & Education

Title:
Marketing Intern Wimbledon Lawn Tennis Museum
Location:
Greater New York City Area
Industry:
Sports
Work history:
Wimbledon - London, United KingdomMarketing InternSep 2012 - Dec 2012Morgan Stanley Smith Barney Global Wealth Management InternJun 2012 - Aug 2012
Skills:
Sports Marketing, Sports Management, Ticket Sales, Sports, Sponsorship, Social Media, Event...
s Club Financial Advisor


Financial Consultants near Livingston, NJ021426384105NewarkMorristownParsippanyFlorham ParkShort HillsWayneFairfieldMontclairBloomfieldElizabeth



Financial Consultants around Livingston, NJ

Belleville  (17)
Bloomfield  (25)
Cedar Knolls  (1)
Clark  (7)
Clifton  (21)
Cranford  (18)
East Hanover  (11)
East Orange  (10)
Elizabeth  (24)
Essex Fells  (1)
Fairfield  (26)
Fanwood  (1)
Florham Park  (68)
Garwood  (2)
Gillette  (2)
Glen Ridge  (2)
Irvington  (4)
Kenilworth  (4)
Lincoln Park  (1)
Madison  (10)
Maplewood  (11)
Millburn  (11)
Montclair  (26)
Morristown  (98)
Mountainside  (5)
Newark  (104)
Nutley  (9)
Orange  (5)
Parsippany  (69)
Pine Brook  (3)
Plainfield  (15)
Roseland  (12)
Roselle  (3)
Roselle Park  (2)
Scotch Plains  (10)
Short Hills  (49)
South Orange  (10)
Springfield  (9)
Summit  (23)
Towaco  (2)
Vauxhall  (1)
Verona  (2)
Wayne  (38)
Westfield  (22)
Whippany  (4)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (29)