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Financial Consultants in Massachusetts

Financial Consultants in Needham, MA

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25 results found

Frank Westerhoff Boston, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative • Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Representative, CERTIFIED FINANCIAL PLANNER™ at Wellesley Financial Group and Insurance Ag...
Title:
Financial Representative, CERTIFIED FINANCIAL PLANNER™
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wellesley Financial Group and Insurance Agency Financial Representative, CERTIFIED FINANCIAL PLANNER™since May 2007Empire Business Brokers Owner2005 - 2008
Registered Representative and Financial Advisor of Park Avenue Securities LLC,PA..
Full Profile

Joe Colell Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Owner • Marketing Manager • Chief Executive

Experience & Education

Position:
Owner at Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm,...
Title:
Registered Principal, Registered Investment Advisor, Branch Manager, Office of Supervisory Jurisdiction at LPL Financial
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Strategic Assets Advisory Group, L.L.C. - a Registered Investment Advisory Firm - Needham, MAOwnersince Jul 1998LPL Financial - Needham, MARegistered Principal, Branch Manager -Office of Supervisory Jurisdictionsince Aug 1994
Financial Advisor providing comprehensive wealth
Full Profile

Michael Talley Needham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Banking Manager • Financial Officer • Financial Manager • Sales Agent • Sales Representative • Managers

Experience & Education

Position:
Vice President at Sovereign Bank
Location:
Needham, Massachusetts
Industry:
Financial Services
Work history:
Sovereign Bank - Needham, MAVice Presidentsince Feb 2012Merrill Lynch Financial AdvisorAug 2010 - Feb 2012
Full Profile

Samira Benchikhi Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
VP, Treasury Sales Officer - Public Sector Banking at Bank of America
Title:
VP, Treasury Sales Officer at Bank of America
Location:
Greater Boston Area
Industry:
Banking
Work history:
Bank of America - Greater Boston AreaVP, Treasury Sales Officer - Public Sector Bankingsince Nov 2006Sovereign Bank - Needham MAFinancial AdvisorMar 2005 - Nov 2006
Languages:
English, French, Arabic, Spanish
Full Profile

Matthew Moon Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Salesperson • Retail Professional • Client Service Officer • Assistant Manager • Managers • Customer Service

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wellesley, MAFinancial Advisorsince Oct 2011Pure Hockey - Needham, MARetail Salesperson, Assistant ManagerJul 2006 - Oct 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Betty Simeone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Information Systems Analyst • IT Analyst • Special Education Professors

Experience & Education

Position:
Assistant to Financial advisors at The Bulfinch Group
Title:
Assistant to Financial Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
The Bulfinch Group - Needham,MAAssistant to Financial advisorssince Nov 2010ING Financial Advisors - Braintree,MAAssistant to Financial AdvisorJun 2008 - Nov 2010
Full Profile

Stephen Dilanian Wellesley, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince 2011M.E Dilanian Co., Inc. - Needham, MASales Representative2008 - 2011
Full Profile

Ashley Stokes Needham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Posting Clerk • Biller • Surgeon • Surgical Specialist

Experience & Education

Work

Company:
Perfect dental billing office
Dental billing specialist
Company:
Brigham and women's hospital
Patient financial counselor department of orthopedic surgery
Full Profile

Doug Rainville Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Director • Financial Director • Senior Manager • Operations Manager • Financial Officer • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Board Member • Vice President • Chief Executive • General and Operations Manager • Director of Operations • Corporate Executive • Management Team Executive • Controller • Financial Analyst • Budget Officer • Financial Compliance Examiner • Auditor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Human Resources Specialist • Recruitment • School Administrator • Educational Manager

Experience & Education

Position:
Senior Director at Neptune Advisors,LLC.
Location:
Greater Boston Area
Industry:
Executive Office
Work history:
Neptune Advisors,LLC. - Needham, MASenior Directorsince Dec 2011Triangle, Inc. CFOJun 2010 - Sep 2011
Skills:
Capital Budgeting, Consolidation, Listening and Learning, M&A Integration, Mergers, Due...
Financial Advisor and CFO at Plassein Internationa..
Full Profile

Alexandria Nadworny Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Pastoral Worker • Supporting Member • Clergy • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Clerk • Clerical Specialist • Tutor • Special Education Professional • Special Education Professors • Cashier • Sales Person • Sales Representative • Senior Online Leader • Internet Marketing Manager • Web Marketer • Database Administration Professional • Database Administrator • Customer Service • Marketing Manager

Experience & Education

Position:
Wealth Advisor at Shepherd Financial Partners
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Shepherd Financial Partners - Winchester, MAWealth Advisorsince Mar 2013Bolvin Wealth Management Group - Boston, MAAssociate Wealth AdvisorJan 2011 - Mar 2013
Skills:
Series 7, Series 66, Licenses for Life Insurance, Series 6, Salesforce.com, Life Insurance, Wealth...
Financial Advisor Network,FAN,
Full Profile

Randy Grosberg Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Articled Clerk • Lawyers • Account Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Co-Founder • Senior Manager • Operations Manager • Production Manager • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Business Administration • Business Administrator • Computer Software Professional • Software Developers • Sports Trainers

Experience & Education

Position:
Vice President Sales at Examity, formerly Secure Proctor
Title:
Vice President Sales at Examity
Location:
Greater Boston Area
Industry:
E-Learning
Work history:
Examity, formerly Secure Proctor - Needham, MAVice President Salessince Jan 2013Brainshark - WalthamNational Account ManagerJan 2012 - Dec 2012
Financial Advisor Division at Putnam Investments
Full Profile

Scott Klebanoff Needham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Master of Business Administration • Apprentice • Security • Financial Analyst • Student Worker • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Agent • Consumer Goods Professional • Sales Representative • Commodities Clerk • Psychologist • Information Technology Specialist • IT Specialist

Experience & Education

Position:
MBA Intern, Underwriting at Salus Capital Partners
Location:
Needham Heights, Massachusetts
Industry:
Banking
Work history:
Salus Capital Partners - Needham, MAMBA Intern, Underwritingsince Jun 2013IBM - Waltham, MAMBA Summer Intern - Financial Analyst within IBM Software Group, Security SystemsMay 2012 - Aug 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Financial Advisor at Morgan Stanley
Full Profile

Ryan Mcdonnell Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Builder • Construction Specialist • Construction Laborer • Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Co-Founder • Owner • Treasurer • Founder • Founding Member • Chief Executive • Financial Officer • Financial Manager • Volunteer • Non-Profit • Corporate Executive • Operations Manager • Advisor • Supporting Member • Team Member • Software Developers

Experience & Education

Position:
Co-Founder & Owner at Hawthorn Real Estate
Title:
Builder / Broker - Hawthorn Real Estate
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Hawthorn Real Estate - Needham, MACo-Founder & Ownersince Feb 2005Parent Talk, Inc. Treasurer (Volunteer Role)2010 - Jun 2012
Skills:
Real Estate Development, Real Estate, Contractors, Budgeting, Strategic Planning, Residential...
Financial Advisor at Samuels & Associates
Full Profile

Debra Savage Needham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Manager • Operations Manager • Office Assistant • Interviewer • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Advisor • Administrative Clerk • Bachelor of Arts • Notary • Lawyers • Property Manager • Real Estate Manager

Experience & Education

Position:
Sr. Sales Support Specialist/Office Manager at OneAmerica Financial Partners Inc., Sr. Research...
Title:
Sr. Sales Support Specialist/Office Manager
Location:
Needham Heights, Massachusetts
Industry:
Financial Services
Work history:
OneAmerica Financial Partners Inc. - Needham, MASr. Sales Support Specialist/Office Managersince Sep 2012Harvard Medical School Sr. Research Interviewersince 1988
Skills:
Notary Public, Ergonomic Training, Real Estate Sales, Microsoft Office, PowerPoint, Microsoft...
Assisting financial advisor with all aspects of business
Full Profile

Anthony Massarone Boston, MA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Region Manager • Area Manager • Managers

Experience & Education

Position:
Regional Lending Manager (Mortgage Originator) at HarborOne Credit Union, Tax Preparer at HR Block
Title:
Regional Lending Manager (Mortgage Originator) at HarborOne Credit Union
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
HarborOne Credit Union - Massachusetts AreaRegional Lending Manager (Mortgage Originator)since Sep 2012HR Block - N. Attleboro, MATax Preparersince Nov 2009
Financial Advisor at brokersXpress & Masse Wealth..
Full Profile

Aina Anibaba Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Dental Specialist • Stomatologist • Surgical Specialist

Experience & Education

Position:
Manager - MPE Unit at Delta Dental of Massachusetts
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Delta Dental of Massachusetts - BostonManager - MPE Unitsince Apr 2013Delta Dental of Massachusetts - Boston, MAProfessional RelationsAug 2012 - Apr 2013
Skills:
Analysis, Insurance, Financial Modeling, Financial Analysis, Business Strategy, Data Analysis,...
Financial Advisor at Prudential Financial
Full Profile

Mike Crawford Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Host • Radio Host • Commercial Announcer • Presenter • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tele Sales at Comcast, Sales, Marketing, Booking, Production, On-Air Host at UnRegular Radio
Title:
Sales at Comcast
Location:
Greater Boston Area
Industry:
Internet
Work history:
Comcast Tele Salessince Apr 2013UnRegular Radio - Boston, MASales, Marketing, Booking, Production, On-Air Hostsince Jan 2011
Financial Advisor at Essex Securities
Full Profile

Robert Goldman Needham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Model • Operations Manager • Supporting Member • Office Assistant • Analyst • Representative • Team Member • Office Clerk • Clerical Specialist • Analysts • Unix Administrator • Systems Administrator • Computer Systems Administrator • Master of Computer Science • Bachelors Degree • Bachelor of Arts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Capital Markets Specialist at Federal Reserve Bank of Boston
Location:
Needham, Massachusetts
Industry:
Capital Markets
Work history:
Federal Reserve Bank of Boston - Greater Boston AreaCapital Markets Specialistsince Aug 2012Societe Generale Vice President Foreign Exchange OperationsJun 2010 - Aug 2012
Financial Advisor at Prudential Securities
Full Profile

Peter Clark Boston, MA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sales Executive • Advertising Professional • Advertising Sales Agent • Sales Manager • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
ISR at By Appointment Only, Inc., Senior Sales Executive at Lead Bullder Inc.
Title:
ISR at By Appointment Only, Inc.
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
By Appointment Only, Inc. - Andover, MAISRsince Nov 2012Lead Bullder Inc. Senior Sales Executivesince 2010
Financial Advisor at Detwiler
Full Profile

Ryan Azinger Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member • Bachelor of Science • Customer Service

Experience & Education

Position:
Assistant Vice President-Financial Solutions Advisor at Merrill Edge
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Edge - Greater Boston AreaAssistant Vice President-Financial Solutions Advisorsince May 2013Centinel Financial Group, LLC - Needham MaFinancial RepresentativeNov 2012 - Apr 2013
Financial Advisor at Merrill Lynch
Full Profile

Linda Wentworth Needham, MA

Professions & Specialties

Financial Services Professional • Financial Specialist • Financial Services Sales Agent • Relationship Manager • Agent • Account Service Manager • Client Service Officer • Sales Representative • Customer Service • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Massmutual
Financial services representative/insurance broker
Company:
Santander us - Wellesley, MA
Financial specialist
Full Profile

Chris Mcintosh Needham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Volunteer • Non-Profit • Operations Manager • Production Manager • Master of Business Administration

Experience & Education

Work

Company:
Autism speaks - Dedham, MA
Volunteer
Company:
Backstaff associates - Waltham, MA
Telesales
Full Profile

Sean Mccann Needham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Referee • Judge • Apprentice • Student Worker

Experience & Education

Work

Company:
Fairfield university
Referee college student basketball and volleyball games
Company:
Needham landscaping
Account development
Full Profile

Chris Mcintosh Needham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Representative • Managers • Counselor • Advisor • Master of Business Administration • Production Manager

Experience & Education

Work

Company:
United states census bureau - Waltham, MA
Field office supervisor
Company:
Prudential financial - Needham, MA
Registered representative
Full Profile

Chris Bradley Needham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Supervisor • Managers

Experience & Education

Work

Company:
State street bank and trust - Boston, MA
Associate 1
Company:
First financial group - Philadelphia, PA
Internship
Full Profile

Financial Consultants near Needham, MA09161,8322,7483,6644,580BostonCambridgeWalthamWellesleyNewtonFraminghamLexingtonWatertownNatickNorwood


Financial Consultants around Needham, MA

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Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (25)