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Financial Consultants in New York

Financial Consultants in Mount Kisco, NY

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9 results found

Robert Rosenberg Mount Kisco, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Investment Analyst • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
First Vice Presdent - Wealth Management, Financial Advisor at Morgan Stanley
Title:
First Vice Presdient - Wealth Management, Financial Advisor at Morgan Stanley
Location:
Mount Kisco, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Mt. Kisco, NYFirst Vice Presdent - Wealth Management, Financial Advisorsince Jan 1995
Certifications:
CERTIFIED FINANCIAL PLANNER™, Certified Financial Planner Board of Standards, Inc.
Full Profile

Michael Tonchuck Mount Kisco, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Latina media ventures
Senior financial consultant - ie
Company:
Glamour magazine-conde nast publications - New York, NY
Sr. finance manager
Full Profile

Elliot Skriloff Mount Kisco, NY

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice Presdent - Investments, PIA Portfolio Manager, Financial Advisor at Merrill Lynch
Title:
Senior Vice President - Investments at Merrill Lynch
Location:
Mount Kisco, New York
Industry:
Financial Services
Work history:
Merrill Lynch Senior Vice Presdent - Investments, PIA Portfolio Manager, Financial Advisorsince Apr 2004
Full Profile

Steven Rosen Mount Kisco, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leasing Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Partner • Chief Executive • Master of Business Administration

Experience & Education

Work

Company:
3rd party capital, llc
Founding partner
Company:
Ubs financial services, inc - White Plains, NY
Financial advisor
Full Profile

Sumit Singh Mount Kisco, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Agent • Sales Representative • Student Worker • Chief Executive • Research Assistant • Researcher • Survey Researcher

Experience & Education

Work

Company:
Sikh coalition
Operations & development intern
Company:
Enterprise rent-a-car
Service agent
Full Profile

Paul Koerner New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Vice President of Sales • Chief Executive • Sales Manager • Sales Representative • Clerical Specialist • Civil Servant

Experience & Education

Position:
Licensed Personal Banker 2 at Wells Fargo
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo - New Canaan, CTLicensed Personal Banker 2since Aug 2012Merrill Lynch Wealth Management 2011 - Mount Kisco, NYFinancial Advisor TraineeJun 2011 - Nov 2011
Full Profile

Joseph Dolhon New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Supporting Member • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Portfolio Manager AVP at Morgan Stanley Wealth Management
Title:
Assistant Vice President at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Purchase, NYAssociate Portfolio Manager AVPsince Jun 2008Legg Mason - Stamford, CTAssociate Portfolio ManagerMay 2006 - Jun 2008
Financial Advisor at Morgan Stanley
Full Profile

Justin Seacord New York, NY

Professions & Specialties

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

Experience & Education

Position:
Equity Structured Derivatives Group at UBS Investment Bank
Title:
Equity Structured Derivatives Group at UBS
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
UBS Investment Bank - New York, New YorkEquity Structured Derivatives Groupsince Apr 2010UBS Investment Bank - Stamford, CTInternational SettlementsAug 2007 - Apr 2010
Financial Advisor at Morgan Stanley
Full Profile

Dane Bittle Morganton, NC

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Representative • Claims Investigator • Insurance Examining Clerk • Claims Examiner

Experience & Education

Work

Company:
Forsyth industrial systems monarch, winston - Salem, NC
Developmental specialist
Company:
American express trs - Greensboro, NC
Sales representative
Full Profile

Financial Consultants near Mount Kisco, NY04488132176220StamfordWhite PlainsGreenwichPurchaseRidgefieldNew CanaanArmonkScarsdaleMamaroneckRye


Financial Consultants around Mount Kisco, NY

Armonk  (14)
Bedford  (2)
Buchanan  (1)
Chappaqua  (7)
Congers  (1)
Cos Cob  (3)
Croton Falls  (1)
Elmsford  (8)
Greenwich  (70)
Harrison  (7)
Hartsdale  (7)
Hawthorne  (2)
Katonah  (4)
Mahopac  (6)
Mamaroneck  (12)
Mohegan Lake  (1)
Montrose  (1)
New Canaan  (19)
North Salem  (1)
Peekskill  (4)
Purchase  (38)
Ridgefield  (25)
Riverside  (2)
Rye  (10)
Scarsdale  (14)
Stamford  (220)
Thornwood  (1)
Valhalla  (7)
White Plains  (77)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (9)