Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in New York

Financial Consultants in New Rochelle, NY

Find a professional & check records

Here is a complete list of nearly every experienced Financial Consultants in your town.

Be sure to visit other cities around New Rochelle, NY to get the records of more people.

The Trustoria Service Professional Directory gives people all the information needed to find the best service provider for every need.

26 results found

Michael Mongiello New York, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Advisor • Counselor • Agent • Sales Representative • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor Agent / Financial Planner at Securities America, Inc. Member...
Title:
Financial Advisor at United Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Securities America, Inc. Member FINRA/SIPC - 40 Wall StreetRegistered Investment Advisor Agent / Financial Plannersince Nov 2012Perfect Benefits Group Financial Consultantsince 2009
Skills:
Financial Planning, Tax, Estate Planning, 401k, Asset Management, Long Term Care, Brokerage, IRA's, ...
Full Profile

Bill Behr New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Behr Asset Management, Inc, Owner / Consultant at Healthplansny.com
Title:
Financial & Benefits Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Behr Asset Management, Inc - New Rochelle, NYOwnersince Jan 2007Healthplansny.com Owner / Consultantsince Jul 1995
Skills:
Disability Insurance, Life Insurance, Small Business, Term Life Insurance
Independent Financial Advisor helping business owners make sma..
Full Profile

Craig Morgan Rye, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Services Professional who has specialized in employee benefits and small business services since 2005.
Location:
Rye, New York
Industry:
Financial Services
Work history:
C.Morgan Financial - New Rochelle, NYFinancial AdvisorOct 2011 - Nov 2012Prudential Financial - Newark,NJInternal Life WholesalerOct 2008 - 2010
Skills:
Financial Planning, Prospect Research, Income Protection, Retirement Income Strategies, Disability...
Full Profile

Ileana Fuentes New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Organization Management • Operations Manager • Public Relations Professinal • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Financial Analysis, SVP of Business Investments at Upper Manhattan...
Title:
*
Location:
New Rochelle, New York
Industry:
Nonprofit Organization Management
Work history:
Financial Analysis Financial Consultantsince Jan 2013Upper Manhattan Empowerment Zone Development Corporation - NY, NYSVP of Business Investmentssince 2012
Full Profile

Ross Weinberg New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
New York, New York
Industry:
Financial Services
Work history:
Wells Fargo Advisors - New York, NYFinancial Advisorsince Jul 2011Luxury Mortgage Corp - Paramus, NJBusiness Channel Manager2008 - 2010
Full Profile

Kyle Walsh New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Specialist • Research Scientist • Student Worker • Sales Representative

Experience & Education

Position:
Partner at Broadview Illuminated Solutions
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Broadview Illuminated Solutions - New Rochelle, NYPartnersince Apr 2012Morgan Stanley Smith Barney - New York, NYFAAMay 2011 - Apr 2012
Financial Advisor
Full Profile

Caroline Ohmer New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Clerk • Administrative Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Inspector • Sales Representative

Experience & Education

Work

Company:
Pearlgreen corporation - New Rochelle, NY
Marketing assistant/accountant clerk
Company:
National wealth advisors - White Plains, NY
Administrative assistant to senior financial consultant
Full Profile

Robert Fitzgerald New Rochelle, NY

Professions & Specialties

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

Experience & Education

Work

Company:
Prime capital financial services
Financial advisor
Company:
Chase investment services corp - Fresh Meadows, NY
Financial advisor
Full Profile

Sebastian Bulfamante New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Clerk • Clerical Specialist

Experience & Education

Work

Company:
Vanderbilt securities, llc
Financial consultant/investment manager
Company:
Senior account clerk - New Rochelle, NY
Full Profile

Kolonji Murray New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Work

Company:
Taxassurances
Owner
Company:
H.d. vest financial services
Financial advisor
Full Profile

Kim Campbell New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Technician • Front Office Receptionist • Team Member • Manufacturing Laborer • Laborer • Technical Specialist • Technical Support Specialists • Master of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Cablevision corp
Dispatch coordinator / master control operator/ customer support
Company:
Ffriend enterprises, ltd
Financial advisor
Full Profile

Weizhen Li New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive

Experience & Education

Work

Company:
Bank of china international
Financial advisor, investment research
Company:
Tianjin hexal(norvatis) pharmaceutical company ltd
Registration assistant director, drug import and export registration
Full Profile

Mario Fava New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Dennis basso - New York, NY
Chief financial officer
Company:
Vincent longo - New York, NY
Financial consultant
Full Profile

Lidia Velazquez New Rochelle, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Financial Manager

Experience & Education

Work

Company:
Cfp(r)
Financial consultant
Company:
Supported financial advisors
Senior registered client associate
Full Profile

Patrick Keelan New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Trainer • Operations Manager

Experience & Education

Work

Company:
Velocity sports performance
Performance coach
Company:
Ubs - Vienna, VA
Financial advisor intern-venn group
Full Profile

Jessica Jesus New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Chief Executive

Experience & Education

Work

Company:
Presbyterian hospital
Administrative services
Company:
Admitting
Patient financial advisor
Full Profile

Irene Roberts New Rochelle, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Headhunter • Human Resources Specialist • Recruitment

Experience & Education

Work

Company:
Broadview trading - New Rochelle, NY
Financial advisor recruiter
Full Profile

Robert Signore New York, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Position:
Vice President, Small Business Banker at Bank of America
Title:
Small Business Banker at Bank of America
Location:
Greater New York City Area
Industry:
Banking
Work history:
Bank of America Vice President, Small Business Bankersince Nov 2012Webster Bank - New Rochelle, NYPersonal BankerNov 2010 - Nov 2012
Financial Consultant at MetLife
Full Profile

James Gluck New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Account Manager • Entertainment Professional • Entertainer • Leader • Security • Managers • Manager • Business Development Manager • Operations Manager • Clerical Specialist • IT Specialist

Experience & Education

Position:
Account Manager - Media and Entertainment at NetApp
Title:
Netapp Enterrpise Sales: Media Centric Storage, Cloud Development, Shared Infrastructure Services, Archive & Big Data
Location:
Greater New York City Area
Industry:
Online Media
Work history:
NetApp - Manhattan, NYAccount Manager - Media and Entertainmentsince Jul 2012Sprint Nextel - North EastBusiness Development - Strategic Opportunity Manager -- Emerging Solutions Group2012 - 2012
Financial Advisor & Options Trading Principle at W..
Full Profile

Chantha Lueung New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Social Media Manager • SEO Specialist • Web Marketer • Chief Executive Officer • Marketing Manager • Corporate Executive • Chief Executive • Information Technology Specialist • IT Specialist • Customer Service • Client Service Officer • Internet Marketing Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Recruitment

Experience & Education

Position:
Chief Executive Officer at Lite Holdings Inc.
Title:
CRM & Social Media Manager at New Rochelle Toyota
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Lite Holdings Inc. Chief Executive OfficerNew Rochelle Toyota - New Rochelle, NYCRM & Social Media ManagerJun 2011 - Mar 2013
Skills:
Team Building, IT Management, Management, Troubleshooting, Process Improvement, Technology...
Senior Financial Consultant at Perrin Holden and Davenpor..
Full Profile

Jason Gantt New York, NY

Professions & Specialties

Representative • Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Representative, Securities & Insurance Broker at Transamerica Insurance &...
Title:
Guaranteed Income & Growth
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Transamerica Insurance & Investment Group - 56 Harrison St. New Rochelle, NY 10801Registered Representative, Securities & Insurance Brokersince Jul 2009AEGON/World Group Securities, Inc. Registered RepresentativeJan 2003 - Jun 2009
Financial Consultant at Gilman & Ciocia/Prime Capi..
Full Profile

Doug Stone New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Law Specialist • Lawyers • Supporting Member • Investor • Team Member • Analysts • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Member at Law Offices of Douglas Stone
Title:
President at Law Offices of Douglas Stone
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Law Offices of Douglas Stone - New Rochelle, NYMembersince 2004Krebsbach & Snyder - New York, NYAssociate2003 - 2004
Financial Advisor Magazine
Full Profile

Ken Hausman New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Information Technology Specialist • IT Specialist • Construction • Sales Agent • Sales Representative • Sales Manager • Chief Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sr. Business Development Executive at Hart Systems LLC
Title:
Sr.Business Development at Hart Systems
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Hart Systems LLC - Hauppauge, NYSr. Business Development Executivesince Jun 2007HEDCO Equipment Co. - Bohemia, NYDirector of Sales2002 - 2007
Financial Advisor
Full Profile

Darrin Foster New Rochelle, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Senior Vice President • Vice President • Chief Executive • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Real Estate Sales Agent

Experience & Education

Work

Company:
Foster management consultants
Consultant
Company:
Turkel investments, llc - Westport, CT
Chief financial office/senior vice president
Full Profile

Anette Forde New Rochelle, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Ameriprise financial services inc
Registered support assistant
Company:
Ubs financial services - Atlanta, GA
Registered client service associate
Full Profile

Harry Escobar Newport Beach, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Operations Manager • Director of Operations • Chief Executive • Mathematician

Experience & Education

Work

Company:
Credit suisse
Vice president, compliance
Company:
Ubs securities
Financial advisor/operations manager
Full Profile

Financial Consultants near New Rochelle, NY03,1606,3209,48012,64015,800New YorkFlushingBronxWhite PlainsYonkersPurchaseGreat NeckScarsdaleMount VernonMamaroneck


Financial Consultants around New Rochelle, NY

Alpine  (1)
Bronx  (150)
Elmsford  (8)
Flushing  (177)
Great Neck  (36)
Harrison  (7)
Hartsdale  (7)
Larchmont  (4)
Mamaroneck  (12)
Mount Vernon  (12)
New York  (15,799)
Purchase  (38)
Rye  (10)
Scarsdale  (14)
White Plains  (77)
Yonkers  (43)

Financial Consultants in New York

Sub-specializations

Financial Associate  (1)
Financial Consultant  (26)