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Financial Consultants in Massachusetts

Financial Consultants in Mansfield, MA

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13 results found

Richard Buckley Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant, Vice President at Santander Investment Services, Vice President at Boston...
Title:
Financial Consultant, Vice President at Santander Investment
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Santander Investment Services - Wakefield, RIFinancial Consultant, Vice Presidentsince Jan 2013Boston Partners Financial Group, LLC - Mansfield, MAVice Presidentsince Apr 2011
Full Profile

Balaji Kavety Mansfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Contractor • Independent Business Owners • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Parexel international corporation
Manager, financial planning and analysis
Company:
Parexel international corporation
Financial advisor (contractor)- development operations
Full Profile

Russell Pellicie Mansfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Fidelity investments
Director of finance
Company:
Fidelity investments - Smithfield, RI
Financial advisor solutions
Full Profile

Steven Landry Mansfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager • Independent Business Owners

Experience & Education

Work

Company:
Mass medical society
Financial consultant
Company:
Parexel international corporation - Waltham, MA
Finance manager/finance lead, financial planning and analysis
Full Profile

John Fullerton Mansfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Software Developers • Operations Manager

Experience & Education

Work

Company:
Lacoste
Sales supervisor
Company:
New york life insurance company
Financial advisor

Skills

Computer Skills: Excel, PGI, Project, Access, PowerPoint, Word, Visual Basic, HTML, Citrix, and...
Full Profile

David Baldini Mansfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Operations Manager • Managers • Team Member

Experience & Education

Position:
Agent at AFLAC
Location:
Mansfield, Massachusetts
Industry:
Financial Services
Work history:
AFLAC Agentsince May 2011Liberty Tax Service Tax Preparer2011 - 2011
Financial Advisor at Edward Jones
Full Profile

Henry Acacia Mansfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Credit Counselor • Customer Service Associate • Client Service Officer • Billing Representative • Posting Clerk • Biller • Customer Service • Financial Analyst • Psychology Specialist

Experience & Education

Work

Company:
Nstar electric & gas company
Customer service associate/ customer billing representative
Company:
Dept. of public utilities
Discount rate specialist
Full Profile

Lindsay Beatty Mansfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Chief Administrative Officer • Chief Executive • Business Administrator • Assistant Branch Manager • Director • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Sales Manager • Sales Account Associate • Sales Executive • Bachelor of Science • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Huron consulting group
Associate
Company:
Massachusetts general hospital - Boston, MA
Administrative fellow
Full Profile

Jack Lee Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Training Manager • Advisor • Representative • Independent Contractor • Managers • Contractor • Human Resources Specialist • Recruitment • Computer Software Professional • Software Developers • Independent Business Owners • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Mathematician

Experience & Education

Position:
HRIS Training Manager at Covidien
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
Covidien - Mansfield, MAHRIS Training Managersince Aug 2009ING Financial Partners Investment Advisor RepresentativeSep 2008 - Jan 2010
Independent Financial Advisor
Full Profile

Stephen Mills Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Consumer Goods Professional • Commodities Clerk • Analyst • Analysts • Juris Doctor

Experience & Education

Title:
--
Location:
Cranston, Rhode Island
Industry:
Consumer Goods
Work history:
CVS Caremark Corporation - Woonsocket, RIFinancial Consultant - Extra Bucks Program2007 - 2010Samsonite Corporation - Mansfield, MASr. Product AnalystSep 2002 - Mar 2007
Full Profile

Kim Berry Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Marketing Manager • Chief Executive • Higher Education Professional • Representative • Sales Person • Sales Representative • Model • Psychologist • Master of Science • Psychology Specialist

Experience & Education

Position:
Agency Principal at Boreal Insurance Brokerage, LLC, Director - Internal Marketing at Capital...
Title:
Director - Internal Marketing at Capital Indemnity Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Boreal Insurance Brokerage, LLC Agency Principalsince Jan 2013Capital Indemnity Group - Mansfield, MADirector - Internal Marketingsince Jul 2010
Financial Advisor at Morgan Stanley Dean Witter
Full Profile

Andy Robertson Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Founder • Sales Manager • Sales Director • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
President at Capital Indemnity Group, LLC
Title:
President, Capital Indemnity Group, LLC
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Capital Indemnity Group, LLC - Mansfield, MAPresidentsince Jan 2010Lincoln Financial Distributors National Sales Manager, Financial Institutions DivisionJun 2004 - Feb 2009
Financial Advisor at Shawmut Bank
Full Profile

John Cunniff Boston, MA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Manager • Operations Manager

Experience & Education

Position:
Circulation Assistant at Bentley University Library
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Bentley University Library - Waltham MACirculation Assistantsince Oct 2010Oppenheimer & Co. - Boston, MAInvestment InternSep 2011 - Dec 2011
Financial Consultant at Microfinance Consultancy G..
Full Profile

Financial Consultants near Mansfield, MA0107214321428535ProvidenceBraintreeNeedhamEast ProvidenceNorwoodCantonBrocktonFall RiverWalpoleFranklin


Financial Consultants around Mansfield, MA

Abington  (2)
Barrington  (4)
Bellingham  (3)
Braintree  (33)
Brockton  (13)
Canton  (15)
Dedham  (12)
Dover  (1)
Easton  (9)
Fall River  (12)
Franklin  (12)
Lincoln  (7)
Medfield  (3)
Medway  (3)
Millis  (3)
Milton  (10)
Needham  (25)
Norfolk  (4)
Norton  (5)
Norwood  (16)
Pawtucket  (4)
Providence  (531)
Randolph  (7)
Raynham  (4)
Seekonk  (3)
Sharon  (7)
Sherborn  (1)
Stoughton  (5)
Swansea  (1)
Taunton  (7)
Walpole  (12)
Whitman  (2)
Woonsocket  (8)
Wrentham  (6)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (13)
Financial Management Analyst  (1)