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Financial Consultants in Milford, CT

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22 results found

Brian Moles Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirector of Customer OperationsMarketing ManagerDirectorOperations ManagerAthletic AdministratorSports ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychologistAdvertising ProfessionalInternet Marketing ManagerWeb MarketerAdvertising Sales AgentPreacherReligious WorkerDatabase Administration ProfessionalDatabase AdministratorPsychology Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Milford, Connecticut
Industry:
Financial Services
Work history:
Edward Jones - Greater New York City AreaFinancial Advisorsince Jan 2013TechMediaNetwork - New York, NYSenior Account DirectorJun 2009 - Jan 2013
Skills:
Evangelist, Advertising Sales, Client Engagement, Marketing Communications, Customer Presentations, ...

Luciano Verdura Milford, CT

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
J.p. morgan chase
Personal banker
Company:
Waddell & reed financial advisors - Hamden, CT
Financial advisor

Victoria Gruber Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerInvestorBusiness AdministratorAdvisorOperations Manager

Experience & Education

Work

Company:
Consultant - bridgeport housing authority
Accounting and financial consultant
Company:
5 acre farm
Controller

William Cotto Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSubstitute TeacherEducatorEducation ProfessionalInstructorBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Axa equitable
Financial advisor
Company:
Primerica financial services
Financial advisor

Richard Stoll Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerBusiness AdministratorVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Contract work
Independent financial consultant
Company:
Journal register company - New York, NY
Senior controller

Lisa Toscano Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerManagerOperations ManagerComputational ScientistComputer ScientistsOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Synectic engineering, inc
Controller
Company:
Donald j siclari - Branford, CT
Financial consultant

John Finn Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief Executive

Experience & Education

Work

Company:
Fairfield university
Student
Company:
Newalliance investments - Orange, CT
Financial advisor

Daniel Backman Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Equity services inc
Financial advisor
Company:
Prudential - Shelton, CT
Regional sales consultant

Skills

Investment Management, cash flow analysis, CRM systems, Microsoft Office, Defined Contribution...

Christopher Metty Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTutorBachelor of ScienceProject ManagersChief ExecutiveOperations ManagerAdvisorStudent Worker

Experience & Education

Work

Company:
Root n rooter llc
Accountant and financial consultant
Company:
In home tutoring
Business statistics tutor

Kunti Triwardhani Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Nervous waters apps, llc
Bookkeeper/administrative assistant
Company:
American express financial advisors - San Francisco, CA
Financial advisor assistant

Skills

Microsoft Office

Michael Milewski Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveSales Manager

Experience & Education

Work

Company:
Namco pool and patio
Sales associate
Company:
Namco pool and patio
Financial advisor

Ali Chaudry Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerAssistant Vice PresidentChief ExecutiveVice PresidentSolutions AdvisorAdvisor

Experience & Education

Work

Company:
Morgan stanley - Ridgefield, CT
Jr. partner - financial advisor
Company:
Merrill lynch - Ridgefield, CT
Assistant vice president - financial solutions advisor

Manuel Torrado Milford, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
David lerner associates
Investment counselor
Company:
New alliance investments inc
Financial advisor

Michael Bartlett Milford, CT

Professions & Specialties

Compliance AssociateCertified AuditorFinancial Compliance ExaminerAuditorData AnalystData Entry SpecialistData Scientist

Experience & Education

Work

Company:
Cordium (formerly known as hedgeop compliance, llc)
Compliance associate
Company:
Pitney bowes - Shelton, CT
Data analyst

Skills

Microsoft Excel (Pivot Tables, Vlookup, Financial Ratios, Regressions), Microsoft Access, Microsoft ...

Jeffrey Stofko Milford, CT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystIndependent Business OwnersBusiness AnalystContractorAnalystAnalystsCost AccountantAccounting AnalystFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Charter communications - Stamford, CT
Business analyst - robert half management service contractor
Company:
Sikorsky aircraft - Stratford, CT
Senior financial analyst - robert half management service contractor

Skills

Treasurer, MKC Club Inc. BOD

Alida Martinez Milford, CT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistCustomer Service

Experience & Education

Work

Company:
Quality and risk management department
Administrative assistant
Company:
Swim across the sound resource navigator, department of oncology - Bridgeport, CT

Sean O'neil Milford, CT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeRepresentativeBusiness AdministratorField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations Manager

Experience & Education

Work

Company:
People's united bank
Registerd broker, trading desk
Company:
People's united bank
Financial representative

Michael Rush New York, NY

Professions & Specialties

TraderFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentRental ManagerSales PersonRental Sales AgentRental ClerkSales RepresentativeManagerProgram DirectorDevelopment DirectorOperations ManagerHR ManagerApprenticeAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceAutomotive SpecialistAutomotive ProfessionalMarket Research AnalystStudent Worker

Experience & Education

Position:
Equities Trader at T3 Trading Group, LLC
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
T3 Trading Group, LLC - New York, NYEquities Tradersince Jan 2013Morgan Stanley - Hartford, Connecticut AreaFinancial AdvisorApr 2012 - Dec 2012

Nick Snow New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerCounselorIndependent ContractorAdvisorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant and Strategist at Self Employed, Acting CFO at Cardiopulmonary Corp
Title:
Part-Time CFO and Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Self Employed - Fairfield County, CTFinancial Consultant and Strategistsince Jun 2000Cardiopulmonary Corp - Milford, CTActing CFOsince Jan 1996

Katie Damo New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProduce ManagerInformation Technology DirectorProduction ManagerIT ManagerInformation Technology SpecialistSoftware TesterIT SpecialistComputer SpecialistLeaderAnalystManagersAnalystsOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Technical Product Manager at Neopost
Title:
Technical Product Manager | Leader in Communication and Organization | Enthusiastic IT Manager
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Neopost - Milford, CTTechnical Product Managersince Jun 2012Neopost - Milford, CTLead Software Quality Assurance AnalystNov 2011 - Jun 2012
Certifications:
Pragmatic Marketing Certified, Pragmatic Marketing
Certified Scrum Master, Scrum Alliance
Personal Financial Advisor at Primerica

Sam Gilliland New York, NY

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Managing Director at Fieldpoint Private Bank & Trust
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fieldpoint Private Bank & Trust Managing Directorsince Dec 2010Morgan Stanley Smith Barney - One Fawcett Place, Greenwich, CT 06830Managing DirectorMar 2002 - Dec 2010
Private Client Financial Advisor

Keith Gilroy New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerVice PresidentOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistSupporting MemberTeam MemberEquipment Tools Purchasing AgentClient Service OfficerDepartment Store SalespersonRetail ProfessionalRetail SalespersonMaster of Business AdministrationBachelor of ScienceHigh School DiplomaHuman Resources SpecialistRecruitmentDatabase Administration ProfessionalDatabase AdministratorCustomer Service

Experience & Education

Position:
Regional Manager, Corporates - Northeast at SWIFT
Location:
New York, New York
Industry:
Financial Services
Work history:
SWIFT - Greater New York City AreaRegional Manager, Corporates - Northeastsince Apr 2013CognoLink Limited - New York, NYVP, Sales - Private EquityJul 2012 - Mar 2013
Skills:
Strategic Planning, Financial Analysis, New Business Development, Business Strategy, Finance,...
Associate Financial Advisor at Merrill Lynch


Financial Consultants near Milford, CT023466992115New HavenWestportBridgeportFairfieldWaterburyStratfordBranfordWallingfordNorth HavenSouthbury



Financial Consultants around Milford, CT

Beacon Falls  (1)
Branford  (16)
Bridgeport  (61)
Cheshire  (9)
Derby  (5)
Fairfield  (46)
Miller Place  (2)
Mount Sinai  (2)
New Haven  (112)
Newtown  (5)
North Haven  (14)
Northford  (1)
Orange  (5)
Rocky Point  (2)
Sandy Hook  (3)
Seymour  (12)
Southbury  (14)
Southport  (4)
Stratford  (17)
Wallingford  (14)
Waterbury  (32)
Westport  (79)

Financial Consultants in Connecticut

Sub-specializations

Financial Consultant  (22)