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Financial Consultants in New York

Financial Consultants in New York, NY

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250 results found

Michael Taber New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Financial Director • Chief Executive Officer • Chairperson • Manager • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Operations Manager • Project Managers • Guide • Project Manager • Advisor • Tour Guide • Master of Science • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Project Professional at Jefferson Wells
Title:
Financial Consultant, Jefferson Wells Incorporated
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Jefferson Wells Project Professionalsince Jan 2006Liz Claiborne Financial Consultant2008 - 2009
Full Profile

James Cole New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Chief Executive • Technology Director • Technology Manager • Technical Managers • Independent Business Owners • Bachelor of Science • Contractor

Experience & Education

Position:
Manager of Financial Group at P&G Associates
Title:
Manager at P&G Associates
Location:
Greater New York City Area
Industry:
Accounting
Work history:
P&G Associates Manager of Financial Groupsince Apr 2007Self Employed Financial Consultant2001 - 2007
Full Profile

Horace Long New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at All American Mortgage
Location:
Greater New York City Area
Industry:
Banking
Work history:
All American Mortgage Financial Consultant
Full Profile

Michael Carillo New York, NY

Professions & Specialties

Commercial Lender • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Advertising Professional • Advertising Sales Agent • Master of Science • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Relationship Manager, Vice President at Sovereign - Santander
Title:
VP - Commercial Banking Relationship Manager
Location:
Greater New York City Area
Industry:
Banking
Work history:
Sovereign - Santander Relationship Manager, Vice Presidentsince Sep 2010HSBC Bank Relationship Manager, Vice PresidentMar 2009 - Sep 2010
Skills:
Credit, Banking, Loans, Commercial Lending, Portfolio Management, Cash Management, Lines Of Credit, ...
Full Profile

Mari Carras New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Partner • Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Choreographer • Non-Profit • Corporate Executive • Entertainer • Art Producer • Media Producer • Account Manager

Experience & Education

Position:
Director of Finance and Operational Analysis at The ONE Group, Creator at OPA! The Musical...
Title:
Financial Consultant at The ONE Group
Location:
Greater New York City Area
Industry:
Performing Arts
Work history:
The ONE Group Director of Finance and Operational Analysissince Nov 2010OPA! The Musical (Confessions of a Greek Housewife) - NYCCreatorsince May 2005
Full Profile

Greg Schraer New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Treasurer • Financial Officer • Financial Manager • Accounts Payable Specialist • General and Operations Manager • Director of Operations • Operations Manager • Vice President • Chief Executive • Master of Business Administration • Bachelor of Science • High School Diploma • Computer Software Professional • Software Developers • Hospital Care Professional • Health Professional • Health Practitioner • Human Resources Specialist • Recruitment • Property Manager • Real Estate Manager • Advisor • School Administrator • Educational Manager

Experience & Education

Position:
Senior Financial Consultant at GKS Consulting LLC
Title:
Senior Financial Consultant
Location:
Greater New York City Area
Industry:
Accounting
Work history:
GKS Consulting LLC - Paramus , NJSenior Financial Consultantsince Mar 2011SimCorp Treasurer & V P Finance & Operations USSep 2008 - Mar 2011
Skills:
Due Diligence, Financial Reporting, Accounting, Budgeting, Mergers, Forecasting, Process...
Full Profile

Maxwell Most New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Project Managers • Project Manager • Market Research Analyst • Sales Representative

Experience & Education

Position:
Internal Wholesaler at SunAmerica Asset Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SunAmerica Asset Management - Jersey City, NJInternal Wholesalersince Apr 2013JPMorgan Chase Licensed Relationship BankerApr 2011 - Apr 2013
Skills:
Equities, Investments, Banking, Financial Services, Loans, Finance, Series 7, Series 63, Sales,...
Partner with my financial advisor in order to profile and recommen..
Full Profile

Curtis Kappauf New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Partner at SHG Financial Group
Title:
Partner- SHG Financial Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
SHG Financial Group - New York, NYPartnersince Apr 2005Morgan Stanley Financial Advisor2003 - 2005
Full Profile

John Drosner New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Trust Law Attorney • Lawyers

Experience & Education

Position:
Senior Manager at Deloitte & Touche
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Deloitte & Touche Senior Managersince Sep 2010Robert W. Baird Financial AdvisorDec 2008 - Apr 2010
Skills:
Securitization, Structured Finance, Valuation, Structured Products, Financial Analysis, MBS,...
Full Profile

Alexander Saulon New York, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Capital Markets Professional • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Dynasty Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Dynasty Advisors Financial Advisorsince Mar 2005J.P Turner StockbrokerMay 2001 - Mar 2005
Skills:
Retirement and Estate Planning
Full Profile

Edmond Wong New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Chief Executive Officer • Director • Founder • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Leader • Counselor • Management Consultant • Managers • Advisor • Management Analyst • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Certified Public Accountant • Tax Accountant • Controller • Accounting Bookkeeper • Bookkeeper • Data Analyst • Data Entry Specialist • Data Scientist

Experience & Education

Position:
Manager Finance and Accounting at US Family Health Plan/SVCMCNY
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
US Family Health Plan/SVCMCNY - New YorkManager Finance and Accountingsince 2012Various Financial Consultant2008 - Nov 2012
Languages:
Chinese, Spanish
Full Profile

Jerry Dumas New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Financial Management Analyst • Puchasing and Estimating Manager • Owner • Chief Executive • Operations Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Capital One, Pres./Investments at Dumas Investments and Insurance, Owner at ...
Title:
Financial Consultant at Capital One
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Capital One - Plainview, NYFinancial Consultantsince Feb 2013Dumas Investments and Insurance Pres./Investmentssince Oct 2010
Full Profile

Andrew Kelly New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Managers • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Sales Representative

Experience & Education

Position:
Undergraduate at Trinity College - Hartford
Title:
Undergraduate
Location:
Greater New York City Area
Industry:
Higher Education
Work history:
Trinity College - Hartford Undergraduatesince Sep 2009Merrill Lynch - 185 Asylum Street, Hartford, CTWealth Management InternSep 2012 - Dec 2012
Skills:
Statistics, Research, Economics, Facebook, PowerPoint, Microsoft Excel, Event Planning, Microsoft...
Languages:
Basic Spanish
Worked as an intern for Financial Advisor
Full Profile

David Ludlum New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Vice President • Chief Executive • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Entrepreneur • Managers • Operations Manager • Economist • Master of Science • School Administrator • Educational Manager

Experience & Education

Position:
Business Writer & Consultant at Ludlum & Co.
Title:
Business Writer & Consultant
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
Ludlum & Co. Business Writer & Consultantsince Mar 2011Merill Lynch VP, Business DevelopmentOct 2005 - Feb 2011
..Management through the acquisition of financial advisor practices
Full Profile

Vincent Albanese New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor/Account Vice President at UBS Financial Services Inc
Title:
Financial Advisor/Account Vice President
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc Financial Advisor/Account Vice Presidentsince Jun 2010Morgan Stanley Smith Barney Financial AdvisorAug 1999 - Jun 2010
Full Profile

Preston Cannon New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Apprentice • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Student Worker • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Global Brokerage at CB Richard Ellis
Location:
Greater New York City Area
Industry:
Real Estate
Work history:
CB Richard Ellis - New York, NYGlobal Brokeragesince Apr 2007Morgan Stanley InternMay 2005 - Aug 2005
Assisted Financial Advisor and Asst
Full Profile

Jay Falcone New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Independent Contractor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Waddell & Reed, Emerald Coach at Team Beachbody (Self-employed)
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Waddell & Reed - Hamden & Westbrook, CTFinancial Advisorsince Apr 2011Team Beachbody Emerald Coachsince Sep 2010
Full Profile

Robert Mihok New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Law Specialist • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Operations Manager

Experience & Education

Position:
Financial Analyst at Hawkins Delafield & Wood LLP
Title:
Financial Analyst at Hawkins Delafield & Wood, LLP
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Hawkins Delafield & Wood LLP - Greater New York City AreaFinancial Analystsince Oct 2011Wells Fargo Advisors Financial AdvisorSep 2010 - Oct 2011
Full Profile

Erez Hevroni New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor
Full Profile

Sue Diltz New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at GLOB'ALL INTERNATIONAL
Location:
Greater New York City Area
Industry:
Import and Export
Work history:
GLOB'ALL INTERNATIONAL Financial consultant
Full Profile

Alan Bernstein New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Professional Development Teacher

Experience & Education

Position:
Financial Consultant at American Portfolios, Member Commitee at G.R.O.W, Vice President at Sound...
Title:
Vice President at Sound Coaching Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
American Portfolios - Bridgeport, CTFinancial Consultantsince Mar 2011G.R.O.W - Bridgeport CTMember Commiteesince Jan 2010
Skills:
Retirement Planning
Full Profile

Daniel Saalman New York, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive Officer • Manager • Management Team Executive • Operations Manager • Corporate Executive • Chief Executive • Planner • Team Member • Bachelor of Science • Sports Trainers

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Certified Financial Plannersince 2003Ameriprise Financial Services, Inc. Financial Advisor1998 - 2003
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc.
Chartered Retirement Plan Councelor, College for Financial Planning
Full Profile

Prashant Mathur New York, NY

Professions & Specialties

Financial Consultant • Stock Broker • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional

Experience & Education

Work

Company:
Metlife
Financial advisor
Company:
John thomas financial - Wall Street, NY
Stock broker
Full Profile

German Ramirez New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Chief Executive Officer • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Marketing Manager • Bank Examiner • Financial Compliance Examiner • Auditor • Customer Service • Client Service Officer • Human Resources Specialist • Recruitment • Brand Planner • Brand Representative • Coordinator • Organization Management • Managers • Bachelor of Business Administration

Experience & Education

Position:
Finance Director at Girls Scouts of Connecticut
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Girls Scouts of Connecticut - Hartford, Connecticut AreaFinance Directorsince Dec 2010Give A Jumpstart Accounting and Financial ConsultantSep 2008 - Mar 2009
Full Profile

Nitrisha Brathwaite New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Consultant at Consulting Services Group, LLC
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Consulting Services Group, LLC Financial Consultant
Full Profile

Heather Browne New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Banking
Work history:
JPMorgan Chase Financial advisor
Full Profile

Daniel Bernstein New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Board Member • Deputy Manager • Chief Executive • Management Team Executive • Operations Manager • Organization Management

Experience & Education

Position:
Bronx Advsory Board Member at American Cancer Society, Bronx Advisory Board Member at VISIONS...
Title:
Deputy Director at Fordham Road Business Improvement District (BID)
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
American Cancer Society Bronx Advsory Board Membersince Sep 2011VISIONS Services for the Blind Bronx Advisory Board Membersince Sep 2010
Skills:
Community Outreach, Non-profits, Program Management, Program Development, Community Development,...
Full Profile

Butch David New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Lawrence David Custom Apparel
Title:
Owner, Lawrence David Custom Apparel
Location:
Greater New York City Area
Industry:
Apparel & Fashion
Work history:
Lawrence David Custom Apparel Ownersince Jun 2004UBS Financial Advisor1998 - 2004
Skills:
Apparel, Merchandising, Fashion Design, Retail, Shirts, Building Relationships, Fashion, Fit,...
Full Profile

Thomas Tonkovich New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at RBC Capital Markets
Location:
Greater New York City Area
Industry:
Investment Banking
Full Profile

Jasmeet Singh New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Customer Service • Mathematician • Computer Scientists

Experience & Education

Title:
System Engineering Student
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC - New Jersey, USAFinancial ConsultantJul 2012 - Jul 2013Mehr Consulting - Paramus, NJIntershipJan 2009 - Apr 2013
Languages:
English, Hindi, Punjabi
Full Profile

Harish Chugh New York, NY

Professions & Specialties

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

Experience & Education

Position:
Retirement Planning Specialist at AXA Advisors
Title:
Financial Consultant at AXA Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AXA Advisors Retirement Planning Specialistsince Dec 1980AXA Advisors ManagementFeb 1984 - Feb 2008
Full Profile

Yossi Rubinfeld New York, NY

Professions & Specialties

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

Experience & Education

Position:
Life Agent and Financial Advisor at New York Life Insurance Company
Title:
Agent - New York Life
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Greater New York City AreaLife Agent and Financial Advisorsince Sep 2011Prominent Promotions Marketing and SalesJul 2007 - Sep 2011
Skills:
Buy-sell Agreements, IRAs, Variable Life, 401k Rollovers, Variable Annuities, Fixed Annuities,...
Full Profile

Paul Carrano New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Owner at Certainty Tax Advisors, LLC
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 1600 Stewart Avenue, Suite 303, Westbury, NY 11590Financial Advisorsince Dec 2010Certainty Tax Advisors, LLC - 8008 20th Avenue, Brooklyn, NY 11214Ownersince Dec 2010
Full Profile

Margaret Kelleher New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Mayo, Krubich & Associates, a financial advisory practice of American...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Mayo, Krubich & Associates, a financial advisory practice of American Financial Services - Matawan, NJFinancial Advisorsince Jul 2006
Full Profile

Alfred Farrell New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Software Developer • Software Developers • Network Systems Administrator • Computer Network Professional • Network Administrator

Experience & Education

Position:
Financial Advisors at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch ,CSNA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Red Bank NJFinancial Advisorssince May 2012V Finance - New Your CityBrokerJan 2012 - Apr 2012
Skills:
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, C++, Financial Analysis, SQL, ...
Full Profile

Jeyran Ghara New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managing Partner • Partner • Chief Executive

Experience & Education

Position:
Financial Advisor at Bernstein Global Wealth Management
Title:
Private Wealth Advisor, Bernstein Global Wealth Management
Location:
New York, New York
Industry:
Financial Services
Work history:
Bernstein Global Wealth Management Financial Advisorsince 2010Southard Communications Managing Partner1995 - 2010
Skills:
Wealth Management, Investments, New Business Development, Financial Analysis, Asset Managment,...
Full Profile

Keith Simons New York, NY

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:
First Vice President - Financial Planning Specialist, Financial Advisor at Morgan Stanley Smith Barney
Title:
First Vice President at Morgan Stanley Smith Barney
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Short Hills, NJFirst Vice President - Financial Planning Specialist, Financial Advisorsince May 2008Smith Barney - 399 Park Avenue - New York, NYFirst Vice President / Wealth Management - Financial Planning Specialist -Feb 2001 - May 2008
Full Profile

Paul Wollman New York, NY

Professions & Specialties

Equity Trader • Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Independent Equity Trader at AgTrade
Title:
Equity Trader
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AgTrade Independent Equity Tradersince Apr 2008The Ayco Company, L.P. Financial AdvisorMay 2006 - Mar 2008
Full Profile

John Conneely New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Intern • Retail Design Architect • Field Marketing Specialist • Marketing Professional • Advertising Sales Agent • Product Specialist • Marketing Administrator • Retail Professional • Retail Salesperson • Manager • Director • Chief Executive Officer • Marketing Manager • Operations Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Wealth Management at Morgan Stanley
Title:
Morgan Stanley, Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Managementsince 2012SanDisk Channel Marketing InternJun 2011 - Aug 2011
Certifications:
Series 7, FINRA
Series 63, FINRA
Teamed with experienced Financial Advisor to gather client information and..
Full Profile

Daxin Lin New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planning Analyst • Finance and Accounting Specialist • Accounting Analyst • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Manager • Chairperson • Co-Founder • Operations Manager • Chief Executive • Founder • Founding Member • Analyst • Apprentice • Speaker • Analysts • Spokesperson • Representative • Model • Student Worker

Experience & Education

Position:
Global Wealth Management Summer Analyst at Merrill Lynch, Wall Street Exchange Intern Program at...
Title:
Finance Analyst and Nonprofit Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch Global Wealth Management Summer Analystsince Jun 2012Financial Woman’s Association Wall Street Exchange Intern Programsince Jun 2012
..enhance branch management and increase financial advisor retention
Full Profile

Bikram Singh New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Credit Analyst • Loan Accountant

Experience & Education

Position:
Financial Advisor at JPMorgan Chase, Financial Advisor at JPMorgan Chase
Title:
Financial Advisor at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
JPMorgan Chase Financial Advisorsince Mar 2007IMobile Telecommunication ManagerFeb 2004 - Mar 2007
Full Profile

Michael Albanese New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Mortgage Planner / Branch Manager at Benchmark Lending
Title:
Mortgage Planner / Branch Manager
Location:
Greater New York City Area
Industry:
Banking
Work history:
Benchmark Lending Mortgage Planner / Branch Managersince Jan 1995UBS Paine Weber Financial AdvisorFeb 1997 - Nov 2002
Full Profile

Scott Drayer New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Senior Vice President at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - 20 Linden Place Red Bank, NJ 07701Financial Advisor Senior Vice Presidentsince Mar 2011Herbert J Sims Financial Advisor Senior Vice PresidentMay 2000 - Mar 2011
Full Profile

Robert Garron New York, NY

Professions & Specialties

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

Experience & Education

Position:
Agent at New York Life Insurance Company, Financial Service Professional at New York Life Agent, as ...
Title:
Financial Service Professional at New York Life Agent, as of 7/1971 to present
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Agentsince Jul 1971New York Life Agent, as of 7/1971 to present - Edison,NJFinancial Service Professionalsince Jul 1971
Full Profile

Alexander Guriyelov New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Sales Manager • Sales Director • Computer Scientists

Experience & Education

Position:
Financial Advisor at JP Morgan Chase Investment Services Corp.
Title:
Private Client Advisor at JP Morgan
Location:
Greater New York City Area
Industry:
Banking
Work history:
JP Morgan Chase Investment Services Corp. Financial Advisorsince Nov 2010Valley National Bank AVP, Branch Sales ManagerMay 2009 - Mar 2010
Full Profile

Alex Wilson New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
AVP, Financial Solutions Advisor at Merrill Edge
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge Financial Solutions Advisorsince Apr 2011AXA Advisors - Greater New York City AreaFinancial ConsultantJan 2010 - Apr 2011
Skills:
Series 7, Series 63, Series 65, CRPC
Full Profile

Ed Shulman New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Mid Atlantic Resource Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Mid Atlantic Resource Group Financial Advisorsince Sep 1994
Full Profile

Peter Gnatowski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Position:
Associate, Restructuring & Turnaround (Financial Advisory) at Huron Consulting Group
Title:
Associate, Restructuring & Turnaround at Huron Consulting Group
Location:
New York, New York
Industry:
Management Consulting
Work history:
Huron Consulting Group - Greater New York City AreaAssociate, Restructuring & Turnaround (Financial Advisory)since Dec 2008
Financial advisor to bankrupt and distressed organ..
Full Profile

Kenneth Senkyire New York, NY

Professions & Specialties

Financial Services Professional • Banker • Financial Consultant • Loan Officer • Financial Services Sales Agent • Loan Officers • Senior Account Executive • Client Service Officer • Senior Customer Service Representative • Recognition • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Relationship Banker at JPMorgan Chase
Title:
Financial Services Professional with proven track record in Banking, Wealth Management and Loan Solutions
Location:
New York, New York
Industry:
Banking
Work history:
JPMorgan Chase - New York, New YorkRelationship Bankersince Mar 2010HSBC - Greater New York City AreaSenior Account ExecutiveJan 2006 - Aug 2009
Leverage and coordinate specialists (Financial Advisor
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Brahna Singer New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Sales Manager • Retail Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Position:
VICE PRESIDENT, WEALTH MANAGEMENT RETAIL SALES MANAGER at PROVIDENT BANK NEW YORK
Title:
VICE PRESIDENT, WEALTH MANAGEMENT, RETAIL SALES MANAGER at PROVIDENT BANK NEW YORK
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PROVIDENT BANK NEW YORK - MONTEBELLO, NYVICE PRESIDENT, WEALTH MANAGEMENT RETAIL SALES MANAGERsince Jun 2012AmTrust Bank Senior Financial AdvisorJun 2009 - Jun 2012
Skills:
New Business Development, Mutual Funds, Equities, Insurance, Retirement, Fixed Annuities, Finance,...
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Financial Consultants near New York, NY075150225300375Brooklyn