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Financial Consultants in New Hartfd, NY

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6 results found

Sam Berardino Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperRegistered PharmacistDruggistPharmacist

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Utica, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Utica, New York Area, United StatesFinancial Advisorsince Apr 2007Eli Lilly and Company - Greater New York City Area, United StatesAccount Manager, Registered PharmacistMay 1988 - May 2007

Kevin Schmadel Oriskany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Chartered Financial Consultant at United Professional Advisors, Workers' Compensation Program Lead...
Title:
Chartered Financial Consultant
Location:
Oriskany, New York
Industry:
Financial Services
Work history:
United Professional Advisors - Oriskany, NYChartered Financial Consultantsince Nov 2012Utica National Insurance Group - New Hartford, NYWorkers' Compensation Program Leadsince Mar 1990

Tracee Mustee New Hartfd, NY

Professions & Specialties

Financial ConsultantCollectorFinancial Services ProfessionalFinancial Services Sales AgentRepossessorCollections SpecialistReceptionistFront Desk ClerkFront Office Receptionist

Experience & Education

Work

Company:
Faxton- st. lukes healthcare
Financial counselor / collector / physican order specialist
Company:
Custom appraisals
Receptionist

Skills

customer service, computer skills, multi- tasking

Jacqueline Harrison New Hartfd, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPosting ClerkBillerClaim ProcessorActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianBilling Representative

Experience & Education

Work

Company:
Masonic care community
Cash receipts/ billing specialist
Company:
Care (comforce) - Syracuse, NY
Claims processor

Andrew Steates New Hartfd, NY

Professions & Specialties

Sales PersonSales RepresentativeFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax Accountant

Experience & Education

Work

Company:
Nbt bank financial services
Wealth management sales assistant
Company:
Steates remmell steates and dziekan law firm - New Hartford, NY
Tax preparer

Rodney Koch Syracuse, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject Delivery ManagerManagersChief Administrative OfficerProject ManagersChief ExecutiveGuideBusiness ConsultantAdvisorTour GuideManagerDirectorTreasurerOperations ManagerFinancial OfficerFinancial ManagerSystems AnalystProgrammer AnalystSoftware EngineerInformation Technology SpecialistIT AnalystInformation Systems AnalystSoftware DevelopersIT SpecialistModelAgentClient Service OfficerServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeUnderwriterControlling SpecialistCertified Public AccountantFinance and Accounting SpecialistControllerAccounting BookkeeperBookkeeperCertified Medical AssistantMedical AssistantHealthcare SupportMaster of Business AdministrationHigh School DiplomaCustomer Service

Experience & Education

Position:
Project Manager at Utica National Insurance Group
Location:
Syracuse, New York Area
Industry:
Insurance
Work history:
Utica National Insurance Group - New Hartford, NYProject Managersince Apr 2013AXA Equitable Project Delivery ManagerJan 2012 - Mar 2013
Skills:
SDLC, Process Improvement, Vendor Management, Business Analysis, Project Management, Project...
Certifications:
Competent Toast Master (CTM), Toastmasters International
Certified Computing Professional (CCP), ICCP


Financial Consultants near New Hartfd, NY01122334455UticaRomeClintonMarcyOriskanyWhitesboro



Financial Consultants around New Hartfd, NY

Clinton  (2)
Marcy  (1)
Oriskany  (1)
Rome  (6)
Utica  (52)
Whitesboro  (1)

Financial Consultants in New York

Sub-specializations

Banker  (9)
Financial Consultant  (6)