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Financial Consultants in New Jersey

Financial Consultants in Marlton, NJ

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51 results found

Daniel Wachtel Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Banker • Supporting Member • Investor • Team Member • Partner • Chairperson • Financial Director • Chief Operating Officer • Chief Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Analysts • Student Worker • Physical Therapists • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management, Partner/President at W Venture Group
Title:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management Financial Advisor Associatesince Feb 2013W Venture Group - Greater New York City/Philadelphia AreaPartner/Presidentsince Nov 2012
Skills:
Value Investing, Investing, Angel Investing, Retirement Planning, Sales, Private Equity, Equity...
Full Profile

Brian Alloway Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Business Development Manager • Operations Manager • Marketing Manager • Pedagogue • Head Coach • Sports Game Coach • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developer • Software Developers

Experience & Education

Position:
Financial Advisor - Marketing Specialist at Penn Mutual
Title:
Financial Advisor - Penn Mutual
Location:
Mount Laurel, New Jersey
Industry:
Insurance
Work history:
Penn Mutual - Mount Laurel, NJFinancial Advisor - Marketing Specialistsince Jan 2012Ameriprise Financial, Inc. - Marlton, NJBusiness Development ManagerDec 2010 - Dec 2011
Skills:
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS,...
Full Profile

Jeffrey Warner Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lacrosse Coach • Sports Game Coach • Sales Manager • Operations Manager

Experience & Education

Title:
Wells Fargo Advisors, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Five Greentree Centre Suite 400 Marlton, NJ 08053Financial AdvisorJun 2011 - Sep 2012Eastern High School - Eastern High SchoolFreshman Boys Lacrosse CoachMar 2009 - Jun 2011
Full Profile

Ed Garruto Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Guide • Advisor • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Director • Chief Executive • Financial Officer • Financial Manager

Experience & Education

Position:
Financial Advisor at M Financial Planning Services, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
M Financial Planning Services, Inc. - Marlton, NJFinancial Advisorsince Sep 2011Tropicana Casino & Resort Sr. Vice President/CFOAug 2008 - Mar 2011
Full Profile

Jason Radka Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Referee • Judge • Advertising Professional • Advertising Sales Agent • In Store Demonstrator • Sales Coordinator • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Traffic Coordinator • Managers • Team Member • Entertainment Professional • Entertainer • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Games Professional • Computer Specialist • Marketing Manager • Sales Manager

Experience & Education

Position:
Financial Advisor Trainee at Morgan Stanley Wealth Management, New Jersey Grade 8 Referee at U.S....
Title:
Financial Advisor Trainee at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
Morgan Stanley Wealth Management - Voorhees, NJFinancial Advisor Traineesince May 2013U.S. Soccer Federation - South JerseyNew Jersey Grade 8 Refereesince Sep 2012
Skills:
Social Media, Social Media Marketing, Event Planning, Marketing Communications, Microsoft Office,...
Full Profile

Giovanni Pizoli Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Managers • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Bank of america merrill lynch
Financial advisor
Company:
Morgan stanley smith barney - Wilmington, DE
Consulting team representative/ trade support

Skills

Series 7 Licensed, Series 66 Licensed, Life & Health Insurance Licenses
Full Profile

Stephen Bialon Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Axa-equitable
Financial advisor
Company:
Aig valic - Bedminster, NJ
Financial advisor
Full Profile

Tatiana Eckel Marlton, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Prudential financial - Marlton, NJ
Financial professional

Skills

Portuguese fully fluent
Full Profile

Brad Mcgrady Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Preservation Manager at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Marlton, NJ 08053Wealth Preservation Managersince Nov 2012
Skills:
Account Management, Credit, Finance, Risk Management, Financial Analysis, 401k Rollovers, Asset...
Certifications:
Series 7
Series 66
Full Profile

Greg Pope Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Day Trader • Trader • Capital Markets Professional • Representative • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Business Administrator • Print Worker • Master of Business Administration • Bachelor of Arts • Psychologist • Computational Scientist • Information Technology Specialist • Systems Support Specialist • Support Specialists • Computer Scientists • IT Specialist • Hospital Care Professional • Psychology Specialist • Health Professional • Health Practitioner • Customer Service • Field Engineer • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager

Experience & Education

Position:
Technical Services Coordinator at CFG Health Systems, Financial Advisor Representative at PTS...
Title:
Financial Advisor Representative at PTS Brokerage, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
CFG Health Systems - Marlton, NJTechnical Services Coordinatorsince 2011PTS Brokerage, LLC Financial Advisor Representativesince Jan 2004
Skills:
Financial Analysis, Programming, Technical Analysis, Options, Equities, Financial Markets,...
Full Profile

Sean Carter Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Underwriter • Deputy Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Inc. Banks Ziegler Group
Title:
Financial Advisor at UBS Financial Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Inc. Banks Ziegler Group - Mt. Laurel NJFinancial Advisorsince 2012Merrill Lynch - Mt. Laurel NJFinancial AdvisorSep 2009 - Sep 2012
Full Profile

Joseph Galati Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Owner • Marketing Manager • Chief Executive

Experience & Education

Position:
Branch Manager at Raymond James Financial Services, Inc Member FINRA/SIPC, Property Owner at DAL...
Title:
Financial Advisor at Raymond James Financial Services, Inc
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
Raymond James Financial Services, Inc Member FINRA/SIPC Branch Managersince Jan 2003DAL Properties - NJ & PAProperty Ownersince 1989
Full Profile

Shawn Marmarou Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Services Rep at TD Bank
Title:
Financial Advisor at Mutual of Omaha
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
TD Bank - Mt. Holly, NJFinancial Services Repsince Jun 2013Mutual of Omaha Investor Services - Marlton, NJFinancial AdvisorMay 2010 - Jun 2013
Certifications:
Producer, Life & Health Insurance, Fixed & Variable Annuities, Mutual Funds
Financial Advisor, Series, 6, 63, & 65
Full Profile

Michelle Nocito Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Assistant Vice President • Corporate Executive • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Psychology Specialist

Experience & Education

Position:
Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, CRPC® Managing Director Pillar Financial a financial advisory practice of Ameriprise Financial
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - MarltonFinancial Advisor, Managing Directorsince Oct 2011PNC Investments - Moorestown, NJ and Philadelphia PASenior Financial Advisor, Assistant Vice PresidentSep 1999 - Oct 2011
Certifications:
CRPC, College for Financial Planning
CDFA, Institute for Divorce Financial Anaylst
Full Profile

Mark Ward Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Advisor

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott, Finance Chair at Radnor Races
Title:
Financial Advisor at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Janney Montgomery Scott - Radnor, PAFinancial Advisorsince Apr 2012Radnor Races Finance Chairsince 2000
Full Profile

Jay O'connell Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Lincoln Investment Planning
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Investment Planning - Marlton, NJFinancial Advisorsince Aug 2012
Full Profile

Michael Einhorn Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Principal Financial Group, Financial Advisor at Financial Advisors of Delaware ...
Title:
Financial Advisor at Financial Advisors of Delaware Valley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial AdvisorFinancial Advisors of Delaware Valley - Marlton NJFinancial Advisorsince 2010
Certifications:
CDFA, Certified Divorce Financial Analyst
Full Profile

Joe Maglio Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
TD Ameritrade - Marlton, NJInvestment Consultantsince Dec 2009Merrill Lynch Financial AdvisorJun 2008 - May 2009
Full Profile

Kristina Squitieri Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Marketing Director • Senior Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Marketing Manager • Marketing Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor / Director of Marketing and Investment Operations at Gary Shickora and...
Title:
Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Gary Shickora and Associates, a financial advisory practice of Northwestern Mutual - Mount Laurel, NJFinancial Advisor / Director of Marketing and Investment Operationssince Apr 2013DVFG Advisors - Mount Laurel, NJSenior Vice President Financial AdvisorFeb 2010 - Dec 2012
Skills:
Financial Planning, Estate Planning, Investments, Retirement, Wealth Management, Insurance, Asset...
Full Profile

Bryan Britchkow Philadelphia, PA

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor with Wells Fargo Advisors, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Advisorsince Jan 2013Avatar Securities, LLC Trader avatar securites2010 - Dec 2012
Full Profile

Brad Minor Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at AXA-Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
AXA-Advisors - Marlton, NJFinancial Consultantsince Oct 2012Minmar Vice President, General Manger1997 - Sep 2012
Skills:
Life needs analysis and succession planning for small business owners.
Full Profile

Fred Rosenfeld Marlton, NJ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor
Location:
Marlton, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince 1996Design Benefits Agent1990 - 1992
Full Profile

Frances Visalli Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Support Assistant at Ameriprise Financial Services, Inc.
Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 1000 Atrium Way Suite 401, Mt. Laurel, NJ 08054Registered Support Assistantsince Sep 2004UBS PaineWebber - Marlton, NJ 08053Financial AdvisorMay 2000 - Jun 2002
Full Profile

Stuart White Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Operations Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor, Ameriprise Financial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 701 Route 73 South, Marlton NJ 08053Financial Advisorsince Sep 1999Cendant Mortgage Mortgage CounselorAug 1997 - Sep 1999
Full Profile

Kristina Squitieri Marlton, NJ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Assistant • Publisher • Office Clerk • Clerical Specialist • Publishing Professional • Customer Service • Client Service Officer • Financial Manager

Experience & Education

Work

Company:
Delaware valley financial group
Financial advisor
Company:
Financial advisors of delaware valley - Marlton, NJ
Executive assistant to michael d stepanski, cfp, clu, chfc

Skills

SERIES 7 & LIFE, ACCIDENT, HEALTH OR SICKNESS LICENSE
Full Profile

Daniel Sharpe Marlton, NJ

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Assistant Store Manager • Shop Manager • Sales Manager • Bachelor of Arts • Retail Sales Manager • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
Waddell & reed advisors - Bala-Cynwyd, PA
Financial advisor
Company:
Pathmark
Assistant store manager
Full Profile

Scott Nash Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Janney montgomery scott llc
Marketing and client service consultant
Company:
Janney montgomery scott llc - Philadelphia, PA
Financial advisor trainee
Full Profile

Julie C Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Speech Therapist • Speech-Language Pathologist

Experience & Education

Work

Company:
Camden county educational services commission
Speech-language specialist
Company:
Axa advisors - Lawrenceville, NJ
Financial advisor

Skills

Proficient with Microsoft Word, Excel, Power Point and Windows Media Center.
Full Profile

Mark Barron Marlton, NJ

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Service Manager • Service Operations Expert • Vice President • Operations Manager • Chief Executive • Advisor • Marketing Manager • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
Morgan stanley - Voorhees, NJ
Complex service manager - vp
Full Profile

Darren Wittman Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Vice President • Senior Vice President • Chief Executive

Experience & Education

Work

Company:
Chase investment services corp - Monroe, NJ
Financial advisor associate / vice president, investments
Company:
Newbridge securities - Jericho, NY
Senior vice president, investments
Full Profile

Barry Morrell Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Computer Specialist

Experience & Education

Work

Company:
Robert half international
Financial consultant
Company:
The boeing company - Ridley Park, PA
Business analyst
Full Profile

George Florence Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Pnc bank
Vice president / branch manager
Company:
Td bank - Millville, NJ
Financial advisor / branch manager
Full Profile

Michael Samalonis Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Certified Auditor • Financial Compliance Examiner • Auditor • Human Resources Specialist • Recruitment • Trust Law Attorney • Lawyer

Experience & Education

Position:
VP - Lifestyle Retirement & Wealth Management Planning at The SHM Financial Group
Title:
VP Lifestyle Retirement & Wealth Management Planning - The SHM Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The SHM Financial Group - 100 Richey Ave, Collingswood NJ 08107VP - Lifestyle Retirement & Wealth Management Planningsince Oct 2012Mutual of Omaha - Two Greentree Centre, Suite 300 Marlton, NJ 08053Financial Services RepresentativeJun 2011 - Oct 2012
Skills:
Financial Services, Wealth Preservation Planning, Wealth Accumulation, Wealth Management, Wealth...
Financial Advisor Resource Group
Full Profile

Harry Scheyer Marlton, NJ

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Partner- Member at Pinnacle Financial Advisors, LLC
Location:
Marlton, New Jersey
Industry:
Financial Services
Financial Advisor Makeover
Full Profile

Greg Gambone Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Owner • Senior Vice President • Chief Executive • Vice President • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
Senior Vice President at Anything Needed Financial
Title:
Owner, Anything Needed Financial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Anything Needed Financial - Marlton, NJSenior Vice Presidentsince Sep 2007Allstate Financial - Medford, NJExclusive Financial SpecialistSep 2004 - Sep 2007
Skills:
Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Employee Benefits, Personal ...
Financial Advisor at Penn Mutual Life Insurance Co..
Full Profile

Justin Kinner Camden, NJ

Professions & Specialties

Director • Chairperson • Partner • Chief Operating Officer • Operations Manager • Chief Executive • General and Operations Manager • Director of Operations • Customer Service • Client Service Officer • Security • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Teton Tent Rental, Partner and COO at JJD Franchises LLC, Director of Strategic...
Title:
Director of Strategic Operations at Independent Alarm
Location:
Collingswood, New Jersey
Industry:
Security and Investigations
Work history:
Teton Tent Rental - Marlton, NJPresidentsince Jan 2012JJD Franchises LLC - Evesham, NJPartner and COOsince Jun 2011
Financial Consultant at First Investors Corporatio..
Full Profile

Ken Cappelli Mount Laurel, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Trust Law Attorney • Lawyer

Experience & Education

Position:
401k Regional Pension Consultant at Retirement Marketing Solutions, Inc.
Title:
Regional 401k Pension Consultant / Wholesaler at Retirement Marketing Solutions, Inc a Mutual of Omaha Company
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Retirement Marketing Solutions, Inc. - Marlton, NJ401k Regional Pension Consultantsince Aug 2011The Philadelphia Group - King of Prussia ,PAPartnerMar 2008 - Aug 2011
Financial Advisor at AG Edwards/Wachovia
Full Profile

John Lockette Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Dive Center Marketing Consultants
Title:
Experienced Marketing and Client Relations Professional
Location:
Greater Philadelphia Area
Industry:
Leisure, Travel & Tourism
Work history:
Dive Center Marketing Consultants Presidentsince Apr 2010Morgan Stanley Smith Barney Regional Planning SpecialistApr 2007 - Sep 2009
Financial Advisor at Smith Barney
Full Profile

Meghan Kemp Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Restaurant Server • Food Server • Security • Business Administrator • Team Member • Chief Administrative Officer • Chief Executive • Operations Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lead Generation Specialist at TD, Server at Redstone American Grill
Title:
Lead Generation Specialist at TD Bank
Location:
Mount Laurel, New Jersey
Industry:
Banking
Work history:
TD - Mount Laurel, NJLead Generation Specialistsince Feb 2013Redstone American Grill - Marlton, NJServersince Oct 2010
Provides support to the Financial Advisor by providing the FA and the clie..
Full Profile

Natasha Caires Marlton, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Support Specialist • Support Consultant • Client Service Officer • Customer Service • Manager • Business Development Manager • Corporate Executive • Chief Executive • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Mathematics • Mathematician • Computational Scientist • Computer Scientists

Experience & Education

Work

Company:
Susquehanna bank
Cash management support consultant, aka treasury management implementation specialist
Company:
Susquehanna bank
Financial services representative

Skills

Top 5 Gallup Strengths

Developer Recognize and Cultivate the Potential in Others
...
Full Profile

Jeremy Young Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • HR Manager

Experience & Education

Position:
Investment Education Consultant at Fidelity Investments
Title:
Fidelity Investments
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Fidelity Investments Investment Education Consultantsince Apr 2013Fidelity Investments - Marlton, NJInvestments RepresentativeMay 2011 - Apr 2013
Financial Advisor at Morgan Stanley
Full Profile

Joseph Villari Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Production Manager • Production Director • Operations Manager • Representative • Assistant Manager • Counselor • Welding Specialist • Managers • Advisor • Doctor of Medicine • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Production Manager at Fresh Water Greens, Vineyard Manager at Villari Vineyards
Title:
Manager
Location:
Greater Philadelphia Area
Industry:
Farming
Work history:
Fresh Water Greens - Sewell, NJProduction Managersince Dec 2012Villari Vineyards - Sewell, NJVineyard Managersince May 2010
Certifications:
Chartered Retirement Planning Counselor, CRPC, College for Financial Planning
Series 7 License, FINRA
Financial Advisor at TD Wealth Management
Full Profile

Richard Disammartino Philadelphia, PA

Professions & Specialties

Branch Manager • Field Marketing Specialist • Marketing Administrator • Vice President • Marketing Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Branch Manager, Vice President/Investments - Stifel Nicolaus at Stifel Financial Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Marlton, NJBranch Manager, Vice President/Investments - Stifel Nicolaussince Oct 1998Morgan Stanley-Dean Witter - Philadelphia, PAVice President/Investments1991 - 1998
Financial Consultant at Merrill Lynch
Full Profile

Bryan Dein Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President-Investments at UBS Financial Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Services Vice President-Investmentssince Jan 2009Wachovia Securities - Marlton, NJAssociate Vice PresidentJul 2003 - Jan 2009
Financial Advisor at Morgan Stanley
Full Profile

Lauren Roselli Marlton, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Territory Account Manager • Sales Executive • Crewman • Area Manager • Managers • Team Member • Sales Manager

Experience & Education

Work

Company:
Hollister, inc - Philadelphia, PA
Wound care specialist
Company:
Smith and nephew, inc - Philadelphia, PA
Territory manager
Full Profile

Jordan Schweiger Marlton, NJ

Professions & Specialties

Financial Services Sales Agent • Vice President • Chief Executive Officer • Sales Manager • Sales Director • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Hollister construction services
Vice president - operations/ sales
Company:
American redi-mix concrete co. inc. - Newark, NJ
General manager/ sales manager
Full Profile

Larry Lawson Marlton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Bachelor of Business Administration

Experience & Education

Work

Company:
Navy erp project
Sap senior financial
Company:
Navy erp project - Marlton, NJ
Sap senior financial
Full Profile

Earl Wolverton New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Office Clerk • Clerical Specialist • Master of Science

Experience & Education

Position:
Associate Reporting Engineer at QED Financial Systems, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
QED Financial Systems, Inc. - Marlton, NJAssociate Reporting Engineersince Mar 2012Morgan Stanley InternApr 2010 - Aug 2010
Skills:
Microsoft Office, Financial Analysis, PowerPoint, Excel, Word, Access, Customer Service
Worked under a financial advisor as I learned about different asp..
Full Profile

Andrew Tino Pittsburgh, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Director of Quality Control • Chief Executive Officer • Vice President • Chief Executive • Compliance Manager • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Senior Vice President, Chief Compliance Officer at PNC Capital Markets, Senior Vice President,...
Title:
Senior Vice President, Chief Compliance Officer at PNC Capital Markets
Location:
Greater Pittsburgh Area
Industry:
Financial Services
Work history:
PNC Capital Markets - Greater Pittsburgh AreaSenior Vice President, Chief Compliance Officersince Jan 2012Harris Williams & Co. - Greater Pittsburgh AreaSenior Vice President, Chief Compliance Officersince Oct 2011
Skills:
Asset Managment, Compliance, Securities, Series 7, Capital Markets, FINRA, Series 24
Financial Advisor at PNC Investments
Full Profile


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