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Financial Consultants in Massachusetts

Financial Consultants in Natick, MA

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Here is a complete directory of most available Financial Consultants in Natick, MA.

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18 results found

Linda Carr Natick, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Administrative Assistant • Administrative Associate • Administrative Clerk • Clerical Specialist • Office Administrator • Chief Administrative Officer • Operations Manager • Chief Executive • Information Technology Specialist • IT Specialist • Vice President • Secretary • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent

Experience & Education

Title:
EXECUTIVE ADMINISTRATIVE ASSISTANT at JPMorgan Chase
Location:
Natick, Massachusetts
Industry:
Information Technology and Services
Work history:
Edward Jones SENIOR BRANCH OFFICE ADMINISTRATORFeb 2003 - Dec 2010Captivate Network EXECUTIVE ADMINISTRATIVE ASSISTANTDec 1999 - Sep 2000
Skills:
Training, Administrative Assistants, Management, Customer Service, Analysis, Marketing, QuickBooks, ...
initiative allowed Financial Advisor to concentrate on sales
Full Profile

Dan Snyder Natick, MA

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:
Vice President, Financial Consultant at Sovereign Bank
Title:
Financial Consultant
Location:
Natick, Massachusetts
Industry:
Financial Services
Work history:
Sovereign Bank Vice President, Financial Consultantsince Dec 2009New York Life Financial Services ProfessionalMay 2007 - Nov 2009
Full Profile

John Ahearn Natick, MA

Professions & Specialties

Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Screenwriter • Editing Professional • Writing and Editing Professional • Writer and Editor • Account Service Manager • Client Service Officer • Owner • Chief Executive • Customer Service • Financial Manager • Fund Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Team Member • Master of Business Administration • Bachelor of Science • Impersonator • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Key Accounts Manager at BTS Asset Management
Title:
Screenwriter in Film Industry, Relationship Management/Marketing in Asset Management
Location:
Natick, Massachusetts
Industry:
Motion Pictures and Film
Work history:
BTS Asset Management Key Accounts Managersince Nov 2010ReJunk Removal OwnerJul 2006 - Nov 2010
Financial Advisor and RIA Practice Management Grou..
Full Profile

Reza Taymouri Natick, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Billing Coordinator • Billing Representative • Posting Clerk • Biller • Assistant Manager • Business Administrator • Managers • Manager • Operations Manager • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
National grid
Senior financial analyst
Company:
Emc
Financial analyst

Skills

Proficient with Microsoft Office (Excel, Word, Power Point, Access), Strong attention to detail,...
Full Profile

Thomas O'keeffe Natick, MA

Professions & Specialties

Builder • Construction Specialist • Construction Laborer • Cashier Supervisor • Cashier Clerk • Cashier • Supporting Member • Team Member • Marketing Consultant • Market Analyst • Market Research Analyst • Management Analyst • Analysts • Area Manager • Managers • Region Manager

Experience & Education

Work

Company:
Staples
Associate category manager
Company:
Community internet
Marketing consultant

Skills

Management, Marketing, Strategy, Sales, Training and Development, Finance, Analysis, Consulting,
Full Profile

Sean Cfp Natick, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Vice President • Assistant Vice President • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Work

Company:
Santander bank (f/k/a sovereign bank)
Sales support manager, vice president
Company:
Sovereign bank - Boston, MA
Retail investment analyst iv, assistant vice president
Full Profile

Glenn Opela Natick, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Chief Executive • Sales Person • Sales Representative • Bachelor of Arts

Experience & Education

Work

Company:
Upromise investments inc
Client relations team
Company:
Commonwealth financial group
Operations manager apprenticeship

Skills

Highly skilled in developing trust based relationships with clients and vendors
Full Profile

Steven Brennan Natick, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Business Administrator • Bachelor of Science • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
Franklin ford - Franklin, MA
Sales and lease consultant
Company:
Ncmfx inc - Newton, MA
Forex consultant
Full Profile

Matthew Block Newark, DE

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Business Administrator • Team Member • Advertising Professional • Advertising Sales Agent • Student Worker • Operations Manager • PR and Communications Professional • Public Relations Specialist • Public Relations Professinal • Marketing Professional • Market Research Analyst • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Specialist

Experience & Education

Position:
Marketing Associate at appSYGNA
Location:
Newark, Delaware
Industry:
Marketing and Advertising
Work history:
AppSYGNA - Newark, DEMarketing Associatesince Jun 2012Charles Schwab Branch Network InternJun 2011 - Aug 2011
Full Profile

Jennifer Collotta Boston, MA

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 • Clerical Specialist • Managers • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Chief Executive

Experience & Education

Position:
Client Service Associate at Morgan Stanley Wealth Management
Title:
Client Service Associate at Morgan Stanley Smith Barney
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - 125 High St. Boston, MAClient Service Associatesince Sep 2011Morgan Stanley Smith Barney - Greater Boston AreaInternApr 2011 - Sep 2011
Assist Financial Advisor managing over one hundred millio..
Full Profile

Richard Keeler Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Managers • Production Manager • Operations Manager

Experience & Education

Position:
Associate Financial Advisor, with the practice of David H. Allen at Ameriprise Financial Services, Inc
Title:
Associate Financial Advisor, MBA, CLTC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc - Wellesley, MAAssociate Financial Advisor, with the practice of David H. Allensince Nov 2005Ameriprise Financial Services, Inc. - Natick, MAFinancial Advisor2003 - 2005
Full Profile

Laura Tomlin Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Customer Relations • Chief Administrative Officer • Chairperson • Chief Executive • Administrative Associate • Administrative Clerk • Clerical Specialist • Sales Person • Sales Representative • Region Manager • Supporting Member • Area Manager • Managers • Team Member • Client Service Officer • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Title:
Executive Administration, Office Management, Customer Relations
Location:
Greater Boston Area
Industry:
Executive Office
Work history:
Robert Half International - Natick, MABoston Scientific Corporation Temp Administrative AssistantApr 2012 - Jun 2012Eagle Cleaning Corporation - Worcester, MAExecutive Sales Assistant / Office ManagementDec 2005 - Feb 2012
Financial Advisor at AspenCross Financial
Full Profile

Emily Smith Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Supporting Member • Team Member • Marketing Intern • Advertising Professional • Marketing Professional • Advertising Sales Agent • Customer Service • Web Marketer • Brand Representative • Vice President • Chief Executive • Operations Manager • Marketing Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Student Worker

Experience & Education

Position:
Associate Account Executive at Epsilon, Marketing Intern at Landmark Wealth Advisors
Title:
Associate Account Executive at Epsilon
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Epsilon Associate Account ExecutiveLandmark Wealth Advisors Marketing Internsince Oct 2012
Languages:
French, Italian, English
..presentations for solutions that the financial advisor would present to client
Full Profile

Mark Long Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Administrative Officer • Chief Executive • Advertising Professional • Advertising Sales Agent • Leader • Managers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Marketing Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Designer

Experience & Education

Position:
Operations/Outside Sales/Marketing at Comellas
Title:
Vice President of Outside Sales
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Comellas Operations/Outside Sales/Marketingsince Mar 2012The Buckle - Natick, MALeaderOct 2011 - Mar 2012
Supported Financial Advisor with client services and financi..
Full Profile

Ethan Ferrari Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Manager • Marketing Manager • Operations Manager • Designers • Web Developer • Webmaster • User Interface Designer • Java Developer • XML Developer • Computer Software Professional • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • Software Developer • Software Developers • Website Developer • IT Specialist • Senior Online Leader • Internet Marketing Manager • Web Marketer • Counselor • Investor • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Unexpected Logic, Inc.
Location:
Greater Boston Area
Industry:
Internet
Work history:
Unexpected Logic, Inc. - 100 Pleasant Street, Natck, MA 01760Presidentsince Feb 2012Monster - Cambridge, MAUxD Global Program ManagementAug 2009 - Jan 2012
Skills:
CSS, SharePoint, JavaScript, XML, HTML5, SharePoint Designer, OmniGraffle, Visio, Operations...
Financial Advisor
Full Profile

Maura Ryan New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Brand Planner • Marketing Administrator • Market Analyst • Market Research Analyst • Brand Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Sales Manager • Bachelor of Science • Master of Science • Sales Executive • Sales Representative

Experience & Education

Position:
Independent Marketing Consultant at Thinkwell, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Thinkwell, Inc. - Natick, MAIndependent Marketing Consultantsince Sep 2011Dix Hills Partners, LLC - Jericho NYPlatform and Advisor SalesJul 2009 - Jul 2011
Created investor and financial advisor educational marketing material
Full Profile

Cynthia Sin Boston, MA

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Volunteer • Non-Profit • Kindergarten Teacher • Kindergarten Teachers • Customer Service • Team Member • Soil and Plant Scientist

Experience & Education

Position:
Customer Service Representative/Teller at MetroWest Community FCU, community volunteer at Vineyaerd ...
Title:
Customer Service Representative/Teller at MetroWest commmunity FCU
Location:
Greater Boston Area
Industry:
Banking
Work history:
MetroWest Community FCU - Natick, MACustomer Service Representative/Tellersince Apr 2011Vineyaerd Community Fellowship Community volunteersince Aug 2006
Skills:
Financial Planning, Banking, Employee Benefits, Customer Relations, Budgeting
Financial Advisor at Ctracy Consulting
Full Profile

Pauline De La Mar Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Chief Administrative Officer • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Portfolio Associate at Westfield Capital Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Westfield Capital Management Portfolio Associatesince Apr 2007Westfield Capital Management Operations AssistantMay 2006 - Apr 2007
Financial Advisor Assistant Intern at American Exp..
Full Profile

Financial Consultants near Natick, MA023466992115CambridgeWalthamWellesleyNewtonFraminghamLexingtonNeedhamWatertownNorwoodHopkinton


Financial Consultants around Natick, MA

Acton  (14)
Arlington  (6)
Ashland  (3)
Bedford  (10)
Bellingham  (3)
Belmont  (11)
Brookline  (15)
Cambridge  (111)
Dedham  (12)
Dover  (1)
Framingham  (30)
Franklin  (12)
Holliston  (3)
Hopkinton  (16)
Hudson  (5)
Lexington  (28)
Maynard  (6)
Medfield  (3)
Medway  (3)
Milford  (9)
Millis  (3)
Needham  (25)
Newton  (62)
Norfolk  (4)
Norwood  (16)
Sharon  (7)
Sherborn  (1)
Southborough  (8)
Stow  (3)
Walpole  (12)
Waltham  (107)
Watertown  (18)
Wayland  (8)
Wellesley  (88)
Wrentham  (6)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (18)