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Financial Consultants in New Jersey

Financial Consultants in Millstone, NJ

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28 results found

Ramu Raykar Millstone, NJ

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Investment Analyst • Puchasing and Estimating Manager • Sales Engineer • Business Administrator • Master of Business Administration • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Matrix partners network
Financial advisor
Company:
Penn mutual - Edison, NJ
Financial advisor

Skills

NY and NJ HEALTH & LIFE, FINRA SERIES 7 & 66 LICENSES
Full Profile

Avik Paul Millstone, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Oracle application ebs r12 techno-functional
Company:
Oracle ebs r12 technical consultant

Skills

General Ledger, Purchasing, Accounts Payables, Account Receivables, Fixed Assets, T&E Expenses, ...
Full Profile

Jason Feldman Millstone, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personal Secretary • Substitute Teacher • Educator • Education Professional • Instructor • Orderly • Secretary • Freight Conductor • Representative • Social Science Professor • Social Science Professors • Sales Account Associate • Equipment Tools Purchasing Agent • Client Service Officer • Sales and Service Specialist • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Sales Manager • Customer Service • Railroad Worker

Experience & Education

Title:
Personal Assistant at Hunterdon County Educational Services Commission
Location:
Somerville, New Jersey
Industry:
Primary/Secondary Education
Work history:
Hunterdon County Educational Services Commission - West Amwell, NJPersonal AssistantFeb 2013 - Jun 2013High Bridge School District - High Bridge, NJSubstitute TeacherNov 2012 - Feb 2013
Certifications:
Basic Course for Animal Facility Staff and Volunteers, Career Development Institute
Financial Advisor at UBS
Full Profile

James Russo Millstone, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Investor • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Exchange Finance Operations at Wyndham Worldwide
Location:
Hillsborough, New Jersey
Industry:
Leisure, Travel & Tourism
Work history:
Wyndham Worldwide - Parsippany, NJDirector, Exchange Finance Operationssince Nov 2011Wyndham Worldwide - Parsippany, NJDirector, Investor RelationsFeb 2010 - Nov 2011
Skills:
Financial Analysis, Mergers, Competitive Analysis, Strategic Planning, Investments, Finance,...
Languages:
German, Italian, French
Full Profile

Missouri Eddings Millstone, NJ

Professions & Specialties

Event Planner • Planner • Manager • Event Manager • Operations Manager

Experience & Education

Work

Company:
Mo enterprise
Image /event planner
Company:
Rodeo drive on main
Manager/event planner
Full Profile

Van Le Millstone, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Manager • Operations Manager • Systems Administrator • Computer Systems Administrator • Master of Business Administration

Experience & Education

Work

Company:
Trac intermodal
Management financial reporting & hyperion administrator
Company:
Sarku japan teriyaki & sushi express
Franchise owner
Full Profile

Frank Patti Millstone, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Vice President • Chief Executive • Regional Sales Consultant • Sales Representative • Bachelor of Science

Experience & Education

Work

Company:
David lerner associates
Investment counselor
Company:
Merrill lynch
Call center advisor
Full Profile

Andrew Rodgers Millstone, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Analyst • Manager • Financial Officer • Financial Manager • Operations Manager • Bachelor of Business Administration

Experience & Education

Work

Company:
Environmental logistics services, llc
Assistant controller
Company:
Acuity brands lighting - Edison, NJ
Financial analyst

Skills

Accounting systems implementation, Process improvement, Budgeting, Financial Analysis, Financial...
Full Profile

Joseph Musto Millstone, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Army Major General • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Business Administrator

Experience & Education

Work

Company:
Mg valuation llc
Managing director
Company:
Ymca
Full Profile

John Jenkins Millstone, NJ

Professions & Specialties

Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Captain • Chairperson • Chief Executive Officer • Financial Manager • Corporate Executive • Tutor • Student Worker

Experience & Education

Work

Company:
Ursinus college investment club
Vice president
Company:
Ursinus college golf
Team captain
Full Profile

Casey Davison Millstone, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Sales Agent • Agent • Sales Representative • Regional Sales Consultant

Experience & Education

Work

Company:
Dealer group
Regional vice president
Company:
Dealer group
Metlife broker
Full Profile

Michael Margulies Millstone, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Underwriter • Agent • Sales Representative • Bachelor of Science

Experience & Education

Work

Company:
Ruby tuesdays - Raritan, NJ
Server
Company:
National agents alliance - Hillsborough, NJ
Mortgage protection specialist
Full Profile

Chris Slagle New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Apprentice • Planner • Supervisor • Senior Advisor • Managers • Advisor • Partner • Chief Executive • Student Worker • Accounting Bookkeeper • Bookkeeper • Sports Trainers • Fitness Trainer

Experience & Education

Title:
Accounting Student, pre-MAcc
Location:
Greater New York City Area
Industry:
Accounting
Work history:
WithumSmith+Brown - Somerville, NJTax InternJan 2013 - Apr 2013Wells Fargo Advisors Financial Advisor & PlannerOct 2010 - Nov 2010
Skills:
Accounting, Cash Flow, Cash Management, Finance, Accounts Receivable, Retirement Planning,...
Full Profile

Gregg Whitehead Florham Park, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computational Scientist • Computer Scientists • Administrative Associate • Construction • Administrative Clerk • Clerical Specialist • Client Service Officer • Doctor of Medicine • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Marketing Administrator • Advertising Professional • Marketing Professional • Advertising Sales Agent • Entertainment Professional • Entertainer • Student Worker • Customer Service • Marketing Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Florham Park, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Florham Park, New JerseyFinancial Advisorsince Apr 2012CBIZ Business DevelopmentMay 2011 - Apr 2012
Skills:
Life Insurance, Fixed Annuities, Investments, Mutual Funds, Long-term Care, Wealth Management,...
Full Profile

Patrick Aitcheson South Plainfield, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Advisor • Construction • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • IT Specialist

Experience & Education

Position:
VP - Investments Private Client Advisor at JPMorgan Chase
Title:
Chase Private Client
Location:
South Plainfield, New Jersey
Industry:
Financial Services
Work history:
JPMorgan Chase VP - Investments Private Client Advisorsince Jun 2013Chase Investment - New Brunswick, NJVP _ Investments Financial AdvisorJul 2010 - Jun 2013
Full Profile

Krissy Wenzel Morristown, NJ

Professions & Specialties

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

Experience & Education

Position:
DCF at State of New Jersey
Location:
Morristown, New Jersey
Industry:
Financial Services
Work history:
State of New Jersey - Somerville, NJDCFsince Apr 2011MetLife - Morristown NJFinancial AdvisorMay 2005 - Apr 2011
Full Profile

Bart Fraenkel Springfield, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Position:
Insurance advisor and consultant at Self Employed
Title:
Insurance advisor & consultant
Location:
Springfield, New Jersey
Industry:
Insurance
Work history:
Self Employed - Springfield, New JerseyInsurance advisor and consultantsince Jan 2008NEW ENGLAND FINANCIAL - SOMERVILLE,NJFINANCIAL CONSULTANT2004 - 2008
Skills:
Insurance, Employee Benefits, Health Insurance, Brokers, General Insurance, Term Life Insurance,...
Full Profile

Michael Mizeski New York, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Professional Handyman • Representative • Contractor • Skilled Professional • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
None at Self employed
Location:
Greater New York City Area
Industry:
Consumer Services
Work history:
Self employed - Hillsborough, NJNonesince Apr 2007Michael J. Mizeski, CFP - Califon NJCertified Financial PlannerJan 1987 - Apr 2007
After 6 years I started my own Financial Advisor practice
Full Profile

Jeannine Ianiro New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Services Representative at TD Bank Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Bank Group - Hillsborough, NJFinancial Services RepresentativeMay 2011 - 2012Smith Barney Financial Advisor2008 - 2010
Full Profile

Matthew Sheridan Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Edge
Title:
Assistant Vice President Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJFinancial Advisorsince Jun 2011Merrill Lynch - East Brunswick, NJFinancial AdvisorOct 2009 - Jun 2011
Full Profile

Katlyn Donoghue New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Training Specialist • Workforce Development Specialist • Training and Development • District Attorney • Lawyer • Hospital Care Professional • Infection Control Nurse • Health Professional • Health Practitioner • Registered Nurse • Pilot • Air Transportation Worker • Model • Chief Executive

Experience & Education

Position:
Da Vinci Training Specialist at Intuitive Surgical
Title:
Training Specialist at Intuitive Surgical
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Intuitive Surgical - hackensack, new jerseyDa Vinci Training Specialistsince Dec 2012Johnson & Johnson - somerville, nj; philadelphia, pa and surrounding suburbs (pa & nj)Medical Device Sales Professional for Ethicon ProductsJun 2011 - Dec 2012
..business partner support from a financial consultant perspective
Full Profile

Leslie Streitfeld Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at International Planning Alliance, LLC
Title:
Creation and Implementation of Sustainable Estate, Business Sucession and Employee Benefit Plans.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
International Planning Alliance, LLC Financial Representativesince Mar 2004Northwestern Mutual - Princeton, NJFinancial Representative & Registered RepresentativeDec 1999 - Mar 2004
Certifications:
Chartered Life Underwriter (CLU), The American College
Chartered Financial Consultant (ChFC), The American College
Full Profile

Kinal Amin New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Accounts Payable • Accounts Payable Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Secretary • Student Worker • Chairperson • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist

Experience & Education

Position:
ITAM Engagement Coordinator at SHI International Corp.
Title:
Engagement Coordinator at SHI International Corp.
Location:
Greater New York City Area
Industry:
Accounting
Work history:
SHI International Corp. - SomersetITAM Engagement Coordinatorsince Jan 2012Software House International (SHI) - Piscataway, NJInternational Accounts PayableSep 2010 - Jan 2012
Independent Financial Advisor
Full Profile

Robert Laird New York, NY

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Banking Center Manager • Market Manager • Manager • Sales Manager • Banking Manager • Financial Officer • Financial Manager • Region Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Client Service Officer • Sales and Service Specialist • Sales Agent • Sales Representative • Leader • Area Manager • Managers

Experience & Education

Position:
Store Manager II at TD
Title:
Store Manager II @ TD Bank
Location:
Greater New York City Area
Industry:
Banking
Work history:
TD Store Manager IIsince Oct 2012Bank of America Banking Center Manager IIJun 2008 - Oct 2012
Financial Advisor at Banc of America Investment Se..
Full Profile

Eric Michelson New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Advisor • Analysts • Model • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Portfolio Management/Consulting Group Advisor at Morgan Stanley Smith Barney
Title:
Analyst
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Portfolio Management/Consulting Group Advisorsince May 2012Fedway Associates - Somerville, NJAccounts PayableJan 2011 - Apr 2011
Financial Advisor at Ameriprise Financial Services
Full Profile

Christopher Carratello New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Instructor • Pedagogue • Music Professors • Information Technology Specialist • Data Scientist • IT Specialist • Music Artist • Musician • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merril Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Hopewell, NJFinancial Advisorsince Dec 2012Bulldog Music Studios - Central NJPrivate Music InstructorApr 2012 - Dec 2012
Skills:
Guitar, Microsoft Excel, Music, Recording, Music Industry, Studio Recording, Pro Tools,...
Full Profile

Dale Bocra New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Advisor • Information Technology Specialist • SharePoint Administrator • IT Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Consultant at Ernst & Young
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Ernst & Young - Iselin, NJSenior Consultantsince Sep 2012Johnson & Johnson - Raritan, NJData Architecture ConsultantSep 2010 - Aug 2012
Skills:
Microsoft Excel, Microsoft SQL Server, Microsoft Access, PowerPoint, SharePoint, Service-Now, BMC...
Recruited new interns for financial advisor
Full Profile

Caroline Moskofian Short Hills, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Lending Specialist, VP at Citi
Title:
Credit Officer at Citibank
Location:
Short Hills, New Jersey
Industry:
Financial Services
Work history:
Citi - Short Hills, NJLending Specialist, VPsince Sep 2006Smith Barney - New York, NYCredit Officer, VP2004 - 2006
Financial Advisor at Morgan Stanley
Full Profile

Financial Consultants near Millstone, NJ0295887116145PrincetonTrentonNew BrunswickPiscatawayToms RiverEast BrunswickMillstone TownshipMatawanLakewoodMarlboro


Financial Consultants around Millstone, NJ

Browns Mills  (2)
Chesterfield  (4)
Columbus  (3)
Helmetta  (1)
Kendall Park  (4)
Kingston  (1)
Lakehurst  (2)
Lakewood  (13)
Lincroft  (2)
Marlboro  (11)
Matawan  (13)
Milltown  (2)
Morganville  (6)
New Brunswick  (53)
Old Bridge  (8)
Parlin  (2)
Piscataway  (30)
Plainsboro  (9)
Princeton  (142)
Sayreville  (10)
South River  (3)
Spotswood  (3)
Toms River  (27)
Trenton  (89)

Financial Consultants in New Jersey

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (28)