Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in New Jersey

Financial Consultants in Mahwah, NJ

Find a professional & check records

Here is a complete directory of nearly all available Financial Consultants nearby.

Be sure to see other cities around Mahwah, NJ to find contact information of more people.

The Trustoria Directory provides people with all the information needed to locate the best professional for every need.

18 results found

Anne-marie Rodriguez Mahwah, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Business Administrator • Chief Executive Officer • Marketing Manager • Corporate Executive • Chief Executive • Operations Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Key investment services white plains
Vice president-investments/financial advisor
Company:
Jpmorgan chase & co - New City, NY
Vice president-investments/financial advisor
Full Profile

Vincent Monaco Mahwah, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Director • Operations Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Advisor • Business Administrator

Experience & Education

Work

Company:
Perri funding
Reverse mortage specialist
Company:
Hsbc private bank - New Rochelle, NY
Senior financial advisor
Full Profile

Peter Gifford Mahwah, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner

Experience & Education

Work

Company:
Assistant to financial advisor
Company:
Nine west footwear - White Plains, NY
Merchandise planner - accessory division

Skills

Microsoft Word, Excel, Arthur Planning, MMS
Full Profile

Robert Loveman Mahwah, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Substitute Teacher • Educator • Education Professional • Instructor

Experience & Education

Work

Company:
Joseph gunnar and company, llc - New York, NY
Financial consultant trainee
Company:
Source4teachers, llc - Cherry Hill, NJ
Substitute teacher

Skills

Mastery of Microsoft Office and Adobe Acrobat, Strong Experience with Social Media, Excellent...
Full Profile

Michael Wilder Mahwah, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Recruitment • Human Resources Specialist • Marketing Manager • Talent Agent • Agent • Sales Agent • Sales Representative • Bachelor of Arts • Advertising Professional • Brand Representative • Advertising Sales Agent • Advisor

Experience & Education

Position:
President at RecruitSavvy, Owner at Unclaimed Property NY
Title:
President of RecruitSavvy (a highly effective alternative to costly headhunters)
Location:
Mahwah, New Jersey
Industry:
Human Resources
Work history:
RecruitSavvy - MahwahPresidentsince 2004Unclaimed Property NY - Mahwah, NJOwnersince Jan 1997
Skills:
Sourcing, Recruitment Advertising, Human Resources, HR Consulting, Talent Acquisition, Online...
Financial Advisor Network,FAN,
Full Profile

George Roeser Mahwah, NJ

Professions & Specialties

Trader • Portfolio Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Chief Executive Officer • Corporate Executive • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Knollwood capital, llc
Managing director
Company:
Gargoyle strategic, llc - Englewood, NJ
Trader/ portfolio manager equity long/short
Full Profile

David Ingersoll Mahwah, NJ

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerk • Clerical Specialist • Sales Person • Sales Representative

Experience & Education

Position:
President at D L Ingersoll Concepts LLC
Title:
Financial Professional
Location:
Mahwah, New Jersey
Industry:
Financial Services
Work history:
D L Ingersoll Concepts LLC - Mahwah, New JerseyPresidentsince Aug 2011Prudential Financial - Paramus, New JerseyFinancial ProfessionalSep 2010 - Jul 2011
Financial Advisor at ROYAL ALLIANCE ASSOCIATES
Full Profile

Hussain Naqvi Mahwah, NJ

Professions & Specialties

Financial Consultant • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Financial Analyst • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • IT Analyst

Experience & Education

Work

Company:
Benjamin moore & company - New York, NY
Sap fico functional consultant
Company:
Atb financial - Calgary, AB
Sap banking/fico /fica functional consultant
Full Profile

David Kawash New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Director of National Sales • Corporate Executive • Financial Officer • Financial Manager • Territory Sales Manager • Region Manager • Advisor • Area Manager • Managers • Bachelor of Science • Associate of Science • Master of Science

Experience & Education

Position:
Assistant Vice President - Financial Analyst at TD Bank
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Bank - Mahwah, NJAssistant Vice President - Financial Analystsince Mar 2013DP FINANCIAL SOLUTIONS Financial ConsultantMar 2011 - Feb 2013
Skills:
Financial Analysis, Forecasting, Budgets, Valuation, Portfolio Management, Due Diligence, Finance,...
Full Profile

Ramona Ferreira San Diego, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Project Manager • Advisor • Certified Respiratory Therapist • Project Managers • Respiratory Therapist • Real Estate Investment Insider • Real Estate Sales Agent • Area Manager • Managers • Region Manager • Corporate Executive • Chief Executive • Operations Manager • Production Manager • Wellness and Fitness • Bachelor of Science • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Project Manager at RoofLIFE Management, Consultant at Real Estate and Financial Consultant
Title:
Consultant at Real Estate Consulting
Location:
Greater San Diego Area
Industry:
Real Estate
Work history:
RoofLIFE Management - San Diego, CAProject Managersince Feb 2013Real Estate and Financial Consultant - San Deigo CAConsultantsince Dec 2000
Skills:
Asset Management, ARGUS Valuation, Financial Analysis, Asset Managment
Full Profile

Elliot Albirt New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Agent • Sales Support • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Advisor • Analyst • Analysts

Experience & Education

Position:
Independent agent at Aflac
Title:
Experienced Financial Analyst
Location:
Greater New York City Area
Industry:
Pharmaceuticals
Work history:
Aflac - New Jersey/New York areaIndependent agentsince Apr 2010Adecco Staffing - Mahwah, NJContract employeeJun 2009 - Jul 2011
..with professionals at other insurance/financial advisor companies
Full Profile

Christopher Scheider Fairfield, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Advocate • Jurist • Legal Counsel

Experience & Education

Work

Company:
The print shop
Sales representative
Company:
New england financial - Fairfield, NJ
Financial advisor
Full Profile

Michael Pichon New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Team Leader at DialAmerica
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
DialAmerica - Mahwah, NJSenior Team Leadersince Sep 2012APB Financial Group, LLC Vice President of Institutional Sales2011 - 2011
Certifications:
Series 7, FINRA
Series 63, FINRA
Financial Consultant at Spartan Capital Securities
Full Profile

Danielle Fazio New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Hospital Care Professional • Health Professional • Health Practitioner • Coordinator • Managers • GED Instructor • Adult Education Instructor • Adult Education Teacher • Co-Founder • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist

Experience & Education

Position:
MDR Consultant at DePuy Synthes
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
DePuy Synthes - Greater Philadelphia AreaMDR Consultantsince Oct 2012Validant Consultant2013 - 2013
Skills:
Event Planning, Event Management, Training, Educational Technology, Adult Education, Elementary...
Financial Advisor at Edward Jones
Full Profile

Ryan Byrne New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Analyst • Analysts • Revenue Assurance Analyst • Fraud Specialist • Financial Compliance Examiner • Auditor • Project Managers • Market Analyst • Market Research Analyst

Experience & Education

Position:
Senior IT Project Manager at Verizon Wireless
Location:
Greater New York City Area
Industry:
Telecommunications
Work history:
Verizon Wireless - Orangeburg, NYSenior IT Project Managersince Apr 2013Verizon Wireless - Orangeburg, NYSr Financial Operations AnalystMay 2010 - Apr 2013
Financial Consultant at Verizon Wireless
Full Profile

Andrew Kenny New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Intern • Marketing Professional • Advertising Sales Agent • Apprentice • Student Worker • Non-Profit • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief 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
Full Profile

Lisa Elkins Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advocate • Jurist • Legal Counsel • Grant Writing Professional • Author • Business Administrator • Model • Customer Service • Client Service Officer • Chief Administrative Officer • Financial Manager • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Heathcare Advocate/Grant Writer at Self
Title:
Financial Advisor, Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Exton PAFinancial Advisorsince 2012Self - West Caln Township, PAHeathcare Advocate/Grant Writersince 2009
Full Profile

John Martins New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Operating Officer • Chief Executive • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Recruitment • Nurse • Hospital Care Professional • Nurse Practitioner • Health Professional • Health Practitioner • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Onward Healthcare
Location:
Greater New York City Area
Industry:
Staffing and Recruiting
Work history:
Onward Healthcare - Wilton, CTPresidentsince Mar 2012Onward Healthcare - Wilton, CTChief Operating OfficerJan 2011 - Mar 2012
Financial Advisor at Morgan Stanley
Full Profile

Financial Consultants near Mahwah, NJ01734516885ParamusWayneRidgewoodPatersonMontvaleCliftonFair LawnWestwoodNew CityWyckoff


Financial Consultants around Mahwah, NJ

Allendale  (4)
Bloomingdale  (1)
Clifton  (21)
Congers  (1)
Elmwood Park  (6)
Emerson  (1)
Fair Lawn  (18)
Garnerville  (2)
Haskell  (1)
Haverstraw  (3)
Haworth  (1)
Hillsdale  (8)
Ho Ho Kus  (1)
Lincoln Park  (1)
Maywood  (4)
Monroe  (6)
Montvale  (22)
Nanuet  (10)
New City  (12)
Oakland  (3)
Oradell  (1)
Orangeburg  (2)
Paramus  (81)
Park Ridge  (4)
Paterson  (27)
Ridgewood  (37)
River Edge  (3)
Saddle Brook  (10)
Sloatsburg  (1)
Stony Point  (4)
Tappan  (2)
Thiells  (2)
Waldwick  (4)
Wayne  (38)
West Nyack  (9)
Westwood  (15)
Wyckoff  (11)

Financial Consultants in New Jersey

Sub-specializations

Financial Associate  (1)
Financial Consultant  (18)