Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in New Jersey

Financial Consultants in Madison, NJ

Find a professional & check records

Here is a complete directory of most experienced Financial Consultants near you.

Be sure to visit other states around Madison, NJ to locate the histories of more service providers.

The Trustoria Service Professional Directory helps anyone find the best Financial broker for their latest project.

10 results found

Gary Ruckelshaus Madison, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Capital Consutling Network, LLC
Title:
Financial Consultant
Location:
Madison, New Jersey
Industry:
Financial Services
Work history:
Capital Consutling Network, LLC - Madison NJManaging Partnersince Jun 2007
Full Profile

Jenica Roffina Madison, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Regional Vice President • Vice President • Chief Executive • Master of Business Administration • Bachelor of Science • Bachelor of Arts • Master of Science • Wellness and Fitness • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Sales
Location:
Madison, New Jersey
Industry:
Wholesale
Work history:
Life Time Fitness - Florham Park, NJSales ManagerFeb 2011 - Dec 2012Pacific Life Regional Vice PresidentMay 2006 - Jun 2010
Financial Advisor at Morgan Stanley
Full Profile

Jenica Roffina Madison, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Operations Manager • Business Administrator • Bachelor of Science

Experience & Education

Work

Company:
Life time - Florham Park, NJ
Sales manager
Company:
Pacific life - Portland, OR
Regional vice president- or, id, mt, wy

Skills

2000-2011 Series 7 & 66
Full Profile

Keith Walsh Madison, NJ

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Senior Associate • Supporting Member • Team Member • Analysts • Financial Manager

Experience & Education

Work

Company:
Claremont investment partners, llc - Summit, NJ
Senior associate
Company:
Synergy bank - Cranford, NJ
Financial analyst

Skills

Financial reporting; financial analysis; asset management; data research; financial modeling;...
Full Profile

Samir Sampat Madison, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Vice President • Chief Executive • Sales Manager • Master of Business Administration • Industrial-Organizational Psychologist • Industrial Psychologist • Sales Executive • Psychology Specialist

Experience & Education

Work

Company:
Wunderlich securities - fixed income capital markets - Parsippany, NJ
Vice president - institutional sales
Company:
Dcm - New York, NY
Senior vice president - fixed income sales
Full Profile

Donna Genay Bethlehem, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Management Analyst • Analysts • Managers • Master of Business Administration • Financial Officer • Financial Manager • Project Managers • Operations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Bethlehem, Pennsylvania
Industry:
Financial Services
Work history:
Merrill Lynch - Bethlehem, PAFinancial Advisorsince 2012Professional Sabbatical - Allentown, Pennsylvania AreaSuccessful CPA Candidate2011 - 2011
Skills:
Personal Finance, Investment Advisory, Strategic Thinking, Strategic Planning, Cross-functional...
Certifications:
ITIL Foundations, Pink Elephant
Project Management Masters Certification, Stevens Institute of Technology
Full Profile

Renee Ferris New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Financial Director • Operations Manager • Financial Officer • Financial Manager • Financial Analyst • Finance Professor • Adjunct Instructor • Lecturer • Postsecondary Teacher • Business Teacher • Bachelor of Science • Master of Business Administration • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner

Experience & Education

Position:
Manager of Finance at Pfizer
Location:
Greater New York City Area
Industry:
Pharmaceuticals
Work history:
Pfizer Manager of Financesince 2012Pfizer Consumer Healthcare Sr. Financial Analyst, Business Development, Global New Products2005 - Jun 2012
Financial Consultant at Congilose & Asoociates
Full Profile

David Klausner New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
P&A Financial Reporting Associate - Domestic CFO Department at Prudential Financial
Title:
Financial Reporting Associate at Prudential Financial
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Prudential Financial - Newark, NJP&A Financial Reporting Associate - Domestic CFO Departmentsince 2012Prudential Real Estate Investors - Madison, NJP&A Financial Reporting Associate2011 - 2012
Financial Advisor Summer Intern at Smith Barney
Full Profile

Matthew Jack New York, NY

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Technical Specialist • Technical Support Specialists • Marketing Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Paramus, NJFinancial Advisorsince Dec 2011JPMorgan Chase - Edgewater, NJPersonal BankerMay 2011 - Sep 2011
Full Profile

Zahid Din New York, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Kestrel technologies, nyc - New York, NY
Financial analyst- finance operation
Company:
Seix financial advisors - Upper Saddle River, NJ
Risk manager associate/client accounting
Full Profile

Financial Consultants near Madison, NJ021426384105NewarkMorristownEdisonParsippanyFlorham ParkShort HillsWayneLivingstonMontclairBasking Ridge


Financial Consultants around Madison, NJ

Basking Ridge  (26)
Cedar Knolls  (1)
Clark  (7)
Colonia  (4)
Cranford  (18)
Dover  (9)
East Hanover  (11)
East Orange  (10)
Edison  (88)
Elizabeth  (24)
Essex Fells  (1)
Fairfield  (26)
Fanwood  (1)
Florham Park  (68)
Garwood  (2)
Gillette  (2)
Glen Ridge  (2)
Hibernia  (1)
Irvington  (4)
Iselin  (20)
Kenilworth  (4)
Lincoln Park  (1)
Livingston  (29)
Maplewood  (11)
Martinsville  (2)
Mendham  (5)
Middlesex  (1)
Millburn  (11)
Millington  (1)
Montclair  (26)
Morristown  (98)
Mountainside  (5)
Newark  (104)
Orange  (5)
Parsippany  (69)
Pine Brook  (3)
Plainfield  (15)
Rahway  (9)
Rockaway  (16)
Roseland  (12)
Roselle  (3)
Roselle Park  (2)
Scotch Plains  (10)
Short Hills  (49)
South Orange  (10)
Springfield  (9)
Stirling  (3)
Summit  (23)
Towaco  (2)
Vauxhall  (1)
Verona  (2)
Warren  (24)
Wayne  (38)
Westfield  (22)
Whippany  (4)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (10)