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Financial Consultants in Newton, MA

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62 results found

Michael Crowell Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Guide • Tour Guide • Operations Manager • Management Team Executive • Account Manager • Team Member • Non-Profit • Skilled Professional • Courier • Wellness and Fitness • Water Transportation Worker

Experience & Education

Position:
Owner at Atlantic Equity Solutions, Financial Consultant at Exemplar Companies Inc
Title:
Financial Consultant for Small Business Owners
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Atlantic Equity Solutions - Greater Boston AreaOwnersince Feb 2013Exemplar Companies Inc Financial Consultantsince Dec 2012
Full Profile

Eric Levine Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Juris Doctor • Student Lawyer

Experience & Education

Work

Company:
Merrill lynch & co
Financial advisor
Company:
Morgan stanley smith barney - Wellesley, MA
Financial advisor
Full Profile

Doug Redding Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Financial Director • Chief Executive • Financial Officer • Financial Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Strategic Finance, Advisor to WiSE Fund at Oxfam America, Part-time CFO at Haystagg,...
Title:
Strategic Financial Advisor to Early-stage Technology Companies
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Strategic Finance Presidentsince Jun 2007Oxfam America - Greater Boston AreaAdvisor to WiSE Fundsince Jan 2013
Skills:
Financial Modeling, Developing Budgets, Fundraising, Part-Time CFO Services, Early-stage Startups,...
Full Profile

Chris Chaput Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consulting Sales Representative at Oracle
Title:
Consulting Sales - Oracle ERP and Edge Applications
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Oracle - Greater Boston AreaConsulting Sales Representativesince Aug 2012J.P. Morgan Securities - 1 Federal Street, 29th FloorFinancial Advisor, CRPC®Sep 2011 - Aug 2012
Skills:
Strategy, Oracle
Full Profile

Jonathan Straus Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Founding Principal, Portfolio Manager at Commons Capital Advisors, LLC
Title:
Commons Capital Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commons Capital Advisors, LLC Founding Principal, Portfolio Managersince Jul 2009Merrill Lynch - 45 William Street Wellesley, MA 02481Portfolio Manager, Financial AdvisorMar 2006 - Jul 2009
Full Profile

Scott Stanwood Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newton, MAFinancial Advisorsince Jul 2011Pipeline Trading Director of Sales2009 - 2010
Certifications:
FINRA
Full Profile

Sam Denormandie Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Consultant at F-Squared Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
F-Squared Investments - Newton, MAConsultantsince Jun 2013New York Life Insurance Company - Greater Boston AreaFinancial AdvisorNov 2011 - May 2013
Full Profile

David Shelley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Auditor • Psychologist • Analyst • Analysts • Database Administration Professional • Database Administrator • Psychology Specialist

Experience & Education

Title:
Certified Personal Financial Counselor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
American Consumer Credit Counseling - Auburndale MACertified Personal Financial CounselorJan 2010 - Mar 2011Key Bank Inside Sales2008 - 2008
Skills:
Personal Finance, Certified Personal Financial Counselor, Customer Service, Inside Sales, Auditing, ...
Certifications:
Health and Life Resident Insurance Producer License, The Commonwealth of Massachusetts
Property and Casualty Insurance Producer License, The Commonwealth of Massachusetts
Full Profile

Ashley Woods Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Lightship Wealth Strategies, Inc.
Title:
Associate Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lightship Wealth Strategies, Inc. - Newton Lower Falls, MAAssociate Financial Advisorsince Jun 2013
Full Profile

Mark Scionti Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Founder • Chief Executive Officer • Executive Compensation • Founder • Founding Member • Chief Executive • Corporate Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Co-Founder at M3 Advisory Group, Co-Founder, Managing Director at M3 Capital Advisors, LLC
Title:
Co-Founder at M3 Advisory Group
Location:
Newton Lower Falls, Massachusetts
Industry:
Financial Services
Work history:
M3 Advisory Group - Newton, MACo-Foundersince Feb 2011M3 Capital Advisors, LLC Co-Founder, Managing Directorsince 2002
We are a single stop financial advisor
Full Profile

Medha Nadgir Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Volunteer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor at TPW Financial, Volunteer at HSS
Title:
Senior Financial Advisor at TPW Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
TPW Financial - Newton, MASenior Financial Advisorsince Jan 2012HSS Volunteersince Mar 2005
Full Profile

Ben Stewart Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Apprentice • Analysts • Hospital Care Professional • Health Professional • Health Practitioner • Student Worker • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Executive • Sales Manager • Mathematician

Experience & Education

Position:
Analyst at Freedman HealthCare LLC
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Freedman HealthCare LLC - Newton, MAAnalystsince Jul 2011Merrill Lynch Wealth Management InternJan 2011 - Jul 2011
Skills:
Analysis, Economics, Investments, PowerPoint, Excel, Access, SAS programming, Microsoft Excel
Supported a new financial advisor establish and expand a prospecti..
Full Profile

Rajini Santhanam Boston, MA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Production Manager • Market Research Analyst • Managers

Experience & Education

Position:
Banker at Citizens Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Citizens Bank - Bedford, MABankersince Jun 2012TPW Financial Inc. - Newton, MAFinancial AdvisorSep 2011 - Mar 2012
Full Profile

Joanel Micelin Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Life Solutions Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Life Solutions Group - Greater Boston AreaFinancial Advisorsince 2012Upromise - Newton, MAClient Service ExecutiveOct 2010 - Jan 2012
Full Profile

Edward Olchowicz Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Sales Agent • Real Estate Manager • Master of Science • Bachelor of Science • Founding Member • Chief Executive • Corporate Executive • Analysts • Team Member

Experience & Education

Work

Company:
Water street investments / philmor rei
Acquisitions / asset manager
Company:
Navinet inc - Boston, MA
Senior financial consultant
Full Profile

Cynthia Crawford Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Newton,MASenior Financial Advisorsince 2005Merrill Lynch - Newton,MASenior Financial AdvisorFeb 2004 - Nov 2012
Skills:
Wealth Management, Real Estate, Series 7, Series 63
Full Profile

Jennifer Tourangeau Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Gage & wilson, llc
Marketing manager (event planning & business development)
Company:
Ameriprise financial, inc - Waltham, MA
Financial advisor
Full Profile

Lekia Cowen Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Basketball Coach • Sports Game Coach • Operations Manager

Experience & Education

Work

Company:
Sources (digitas)
Financial consultant
Company:
Lesley university
Assistant women's basketball coach
Full Profile

Xin Liu Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Editor • Editorial Assistant • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Work

Company:
Citic securities co ltd
Senior financial consultant
Company:
Indulgence magazine
Assistant editor
Full Profile

Nicole Melton Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Supporting Member • Team Member • Student Worker

Experience & Education

Work

Company:
Rue la la - Boston, MA
Marketing and acquisition intern
Company:
Northwestern mutual - Boston, MA
Associate financial advisor
Full Profile

Teo Cfp Newton, MA

Professions & Specialties

Financial Planner • Financial Consultant • Trader • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive

Experience & Education

Work

Company:
Merrill lynch & company
Financial advisor
Company:
State street corporation
Vice president, senior sales trader
Full Profile

Leada Sarram Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Finance Manager • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Controller • Information Technology Specialist • Software Developers • IT Specialist • Recruitment

Experience & Education

Position:
Senior Finance Manager - In Transition at Current Time
Title:
Senior Finance Manager
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Current Time Senior Finance Manager - In Transitionsince Oct 2012Genzyme Corporation - Cambridge, MASenior Finance ManagerJan 2004 - Sep 2012
Financial Consultant at Accenture
Full Profile

Dawne Stewart Boston, MA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Agent • Account Service Manager • Sales Representative • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Management Team Executive • Operations Manager • Fundraiser • Property Manager • Real Estate Manager

Experience & Education

Position:
VP Regional Consultant at Weston Capital Partners, LLC.
Title:
VP Regional Consultant, Weston Capital Partners, LLC.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Weston Capital Partners, LLC. - Newton, MAVP Regional Consultantsince Aug 2012Adviser Investment Management - Newton, MassachusettsAccount ExecutiveApr 2010 - Dec 2011
Skills:
Wealth Management, Salesforce.com, Asset Managment, Alternative Investments, Financial Planners,...
Languages:
Conversational French
Senior Financial Advisor at Union Bank
Full Profile

Richardson Bosquet Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Account Associate • Client Service Officer • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Customer Service • Consumer Goods Professional • Commodities Clerk • Chairperson • Vice President • Treasurer • Marketing Manager • Project Managers • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Representative • Peer Counselor • Project Manager • Business Administrator • Counselor • Web Marketer • Advertising Professional • Internet Marketing Manager • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Student Advisor • Counselor Education Professor • Educational Counselor • Secretary • Bachelor of Science

Experience & Education

Position:
Sales Associate / Customer Service Rep at Just Energy
Title:
Sales Associate / Customer Service Rep. at Just Energy
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Just Energy - Boston, MASales Associate / Customer Service Repsince Dec 2012Back to the Roots LLC - Boston, MABrand AmbassadorNov 2012 - Dec 2012
Skills:
Social Media, Social Media Marketing, Strategic Planning, Advertising, Online Marketing, SEO,...
Languages:
English, French, Haitian Creole, Spanish
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Clarence Richardson Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Of Counsel • Jurist • Legal Counsel • Personal Trainer • Fitness Trainer • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Lawyer • Medical Support Assistant • Wellness and Fitness • Student Worker • Health Support Worker • Healthcare Support • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Customer Service • Juris Doctor • Bachelor of Science • Clerical Specialist • Non-Profit • Managers

Experience & Education

Position:
Certified Personal Trainer at West Suburban YMCA, Of Counsel at Law Offices of Timothy Loff
Title:
Of Counsel at the Law Offices of Timothy Loff, and Certified Personal Trainer at the West Suburban YMCA
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
West Suburban YMCA - Newton, MACertified Personal Trainersince Jan 2013Law Offices of Timothy Loff - Newton, MAOf Counselsince Dec 2012
Skills:
Legal Writing, Legal Research, Family Law, Westlaw, Mediation, Estate Planning, Litigation, Civil...
Financial Advisor at Merrill Lynch
Full Profile

Jeffrey Kahn Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Development Director • Region Manager • Chairperson • HR Manager • Chief Executive • Volunteer • Area Manager • Managers • Non-Profit • Instructor • Pedagogue • Management Team Executive • Operations Manager • Corporate Executive • Founding Member • Fundraiser • Fundraising Officer • Philanthrope • Chancellor • Chief Judge • Judge • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Computer Systems Administrator • Software Developers • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Regional Director for New York Metro at Boston University, Volunteer Instructor (Saturday mornings...
Title:
Regional Director of Development
Location:
Greater Boston Area
Industry:
Fund-Raising
Work history:
Boston University - Boston, MARegional Director for New York Metrosince Jun 2011Masters of Karate - Newton, MAVolunteer Instructor (Saturday mornings only)since Sep 2010
Financial Advisor at Merrill Lynch
Full Profile

Emily Meyer Newton, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Director • Vice President of Sales • Chief Executive • Operations Manager • Sales Manager • Advisor • Counselor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration

Experience & Education

Position:
VP, Advisor Solutions at F-Squared Investments
Location:
Newton Lower Falls, Massachusetts
Industry:
Investment Management
Work history:
F-Squared Investments - Newton, MAVP, Advisor Solutionssince Apr 2013Merk Investments - Providence, Rhode Island AreaDirector of Distribution/VP of SalesJun 2011 - Mar 2013
Skills:
RIA, Series 7, Investments, Mutual Funds, Asset Management, Alternative Investments, Foreign...
Financial Advisor at Ameriprise Financial
Full Profile

Jill Hopkins Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Controller • Chairperson • Chief Executive • Non-Profit • Accounting Clerk • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Chief Executive Officer • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Volunteer • Supervisor • Managers • Bachelor of Arts • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Controller at Flexo Concepts, President at Greater Bridgewater Women of Today
Title:
Controller at Flexo Concepts
Location:
Greater Boston Area
Industry:
Printing
Work history:
Flexo Concepts - Plymouth, MAControllersince Jul 2013Greater Bridgewater Women of Today Presidentsince May 2012
Accounting and Financial Consultant at Instron
Full Profile

Daniel Roderigues Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Director • Corporate Executive • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Advisor • Spokesperson • Representative • Trust Law Attorney • Lawyers

Experience & Education

Position:
Managing Director at Sapers & Wallack, Inc., Managing Director at John Hancock Funds, LLC -...
Title:
Managing Director - Retirement Plans
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sapers & Wallack, Inc. - Newton, MAManaging Directorsince Aug 2013John Hancock Funds, LLC - Investment Only Retirement Plans - Greater Boston AreaManaging Directorsince Feb 2007
Skills:
401k, Retirement, Series 6, Retirement Planning, Mutual Funds, Series 63, Fixed Annuities, Series...
Financial Advisor / Sales Manager at Mutual of Oma..
Full Profile

Stephanie Wirth Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Team Member • Marketing Manager • Marketing Intern • Marketing Professional • Administrative Clerk • Clerical Specialist • Account Service Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Marketing Coordinator at Fuseideas, Luna Bar Mobile Marketing Tour, Team Member at Clif Bar &...
Title:
Marketing Coordinator at Fuseideas
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Fuseideas - Greater Boston AreaMarketing Coordinatorsince Dec 2012Clif Bar & Company - Boston, MALuna Bar Mobile Marketing Tour, Team Membersince Jul 2013
Administrative Assistant for Financial Advisor George F Grant
Full Profile

Nathan Keegan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Leader • Coordinator • Business Administrator • Managers • Team Leader • Vice President • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Bachelor of Science • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Services Rep at Partners HealthCare
Location:
Greater Boston Area
Industry:
Hospital & Health Care
Work history:
Partners HealthCare - Charlestown, MAClient Services Repsince Mar 2012Konica Minolta Business Solutions U.S.A., Inc. - Newton, MAHealthcare SpecialistApr 2011 - Mar 2012
..all product questions for over 200 Financial Advisor clients
Full Profile

Brendon Clark Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Account Manager • Information Technology Specialist • IT Specialist • Hockey Scout • Hockey General Manager • Athletic Administrator • Sports Manager • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Athletes

Experience & Education

Position:
Enterprise Account Manager at Oracle, Scout at New York Rangers Hockey Club
Title:
Experienced Account Executive
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Oracle - Burlington, MAEnterprise Account Managersince Jun 2012New York Rangers Hockey Club Scoutsince Aug 2008
Skills:
Retirement Planning, Investments, Sales, Business Planning, Sales Operations, Business Development
Certifications:
series 7, Finra
Financial Advisor at Morgan Stanley Smith Barney
Full Profile

Carl Robinson Wayland, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Consultant • Advisor • Security • Analyst • Analysts • Tour Guide • Agent • Sales Agent • Sales Representative • Market Analyst • Market Research Analyst • Natural Scientist

Experience & Education

Position:
Vice President of Business Development at Ross, Sinclaire & Associates
Title:
Vice President of Business Development at Ross, Sinclaire, and Associates
Location:
Wayland, Massachusetts
Industry:
Financial Services
Work history:
Ross, Sinclaire & Associates - Boston, MAVice President of Business Developmentsince Jan 2012Curian Capital - NH, VT, ME, Western MARegional Business ConsultantMay 2011 - Jan 2012
Financial Advisor and RIA Practice Management Grou..
Full Profile

Kerrin Kasianowicz Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Supporting Member • Apprentice • Team Member • Human Resources Specialist • Recruitment • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Tax Associate, Asset Management/ Recruiter at KPMG US
Title:
Tax Associate at KPMG US
Location:
Greater Boston Area
Industry:
Accounting
Work history:
KPMG US - Greater Boston AreaTax Associate, Asset Management/ Recruitersince Oct 2012KPMG US - Greater Boston AreaFederal Tax Intern, Asset ManagementJun 2011 - Sep 2012
Skills:
Microsoft Excel, QuickBooks, Financial Analysis, Microsoft Word, Accounting, Financial Statements,...
Languages:
Italian (Beginner)
Financial Advisor Intern at New York Life Insuranc..
Full Profile

Lauren Lazar Boston, MA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Construction • Partner • Chief Executive • Volunteer • Non-Profit • Tax Consultant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Software Tester • Computer Specialist • Education Professional • Educator • Instructor • Agent • Sales Agent • Sales Representative • High School Diploma

Experience & Education

Title:
In Transition/Freelance
Location:
Boston, Massachusetts
Industry:
Investment Management
Work history:
Natixis Global Asset Management - BostonInvestment ConsultantJul 2012 - Jun 2013Guggenheim Investments (formerly Rydex|SGI) - Greater Chicago AreaSr Internal Investment ConsultantMar 2010 - Jun 2012
Skills:
Mutual Funds, Consultative Selling Style, Risk Management, Alternative Investments, Series 7,...
Certifications:
Series 7, FINRA
Series 63, FINRA
Financial Advisor and RIA Practice Management Grou..
Full Profile

Karl Desmond Boston, MA

Professions & Specialties

Analyst • Business Support Analyst • Counselor • Analysts • Business Specialist • Advisor • Finance and Accounting Specialist • Fund Accountant • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Business Support Analyst at F-Squared Investments
Title:
Analyst at F-Squared Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
F-Squared Investments - Newton, MABusiness Support Analystsince Jun 2011State Street Bank - Greater Boston AreaMutual Fund AccountantJun 2010 - Jun 2011
Financial Advisor at LPL Financial
Full Profile

Jeni Dymek Boston, MA

Professions & Specialties

Senior Analyst • Business Analyst • Leader • Security • Analyst • Analysts • Managers • Chief Executive Officer • Financial Director • Vice President • Board Member • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Senior Business Analyst, Sales and Marketing at Bit9
Title:
Senior Analyst, Sales and Marketing at Bit9
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Bit9 - Waltham, MASenior Business Analyst, Sales and Marketingsince Sep 2012Syneron - Candela Corporation - Wayland, MASr Business Analyst / Strategist for the CEOAug 2011 - Aug 2012
Financial Consultant at Merrill Lynch
Full Profile

David Root Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Regional Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Team Member • Sales Representative

Experience & Education

Position:
Regional VP, Northeast at PageOne Financial
Title:
VP Sales and Marketing
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
PageOne Financial - Greater Boston AreaRegional VP, Northeastsince Jun 2012Direxion Funds - MD, DC, VA, PARegional Vice President- Mutual Fund SalesJan 2011 - Jul 2011
Skills:
Morningstar, Zephyr, Bloomberg, Excel, ETFs, SMA Sales, Marketing, Business Development
Assistant Financial Advisor,Para-Planner,at Ameriprise Finan..
Full Profile

Jason Tashjian Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Legal Intern • Law Clerk • Student Lawyer • Judicial Law Clerk • Bachelor of Business Administration • Juris Doctor • Wellness and Fitness • Student Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Corporate Legal Intern at Blast Fitness
Location:
Greater Boston Area
Industry:
Legal Services
Work history:
Blast Fitness - Newton, MaCorporate Legal Internsince Jun 2013Worcester District Court - Worcester, MassachusettsLaw ClerkJun 2012 - Aug 2012
Financial Advisor Intern at Wachovia
Full Profile

Justin Carrasco Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Professional • Advertising Sales Agent • Marketing Administrator • PR and Communications Professional • Public Relations Professinal • Marketing Manager

Experience & Education

Position:
Digital Marketing Specialist at Corporate Ink
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Corporate Ink - Newton, MADigital Marketing Specialistsince Nov 2012AdCounselor.com - Boston, MADigital MarketerJun 2012 - Nov 2012
Financial Consultant at Gupta Media
Full Profile

Dustin Sullivan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Agent • Partner • Chief Executive • Management Team Executive • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Dean • Higher Education Professional • School Administrator • Educational Manager • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Voluntary Benefits Sales Representative at Sun Life Financial
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Sun Life Financial - Wellesley, MAVoluntary Benefits Sales Representativesince Dec 2012Liberty Mutual Insurance - Newton, MASales RepresentativeAug 2009 - Dec 2012
Assisted Financial Advisor in daily operations,forecasting
Full Profile

Jean Mulvaney Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Chief Accountant • Account Manager • Manager • Operations Manager • Business Administrator • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Fisher • Network Administrator • Customer Service

Experience & Education

Position:
Business Analyst at Monster
Title:
Accounting & Business Analyst Professional
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Monster Business Analystsince Aug 2011KBW Financial Staffing & Recruiting - Newton, maSenior Accountant/Commissions ManagerDec 2010 - Jun 2011
Full Profile

Ryan Christensen Boston, MA

Professions & Specialties

Supporting Member • Counselor • Representative • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Service Associate at Adviser Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Adviser Investments - Newton, MAClient Service Associatesince Oct 2012New England Financial Group, LLC Financial RepresentativeMar 2011 - Oct 2012
Financial Advisor Network
Full Profile

Nicholas Craig Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Advisor • Student Worker • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Marketing Specialist with expertise in strategic marketing communications and campaigns
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Mutual Funds - Greater Boston AreaSenior Marketing Communications SpecialistOct 2011 - Aug 2013John Hancock Mutual Funds - Greater Boston AreaInternal WholesalerApr 2010 - Oct 2011
Languages:
Spanish
Financial Advisor at Edward Jones
Full Profile

Rose Bayani Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Tax Consultant • Tax Accountant • Supporting Member • Advisor • Team Member • Bachelor of Science • Computer Software Professional • Software Developers

Experience & Education

Position:
Corporate Tax Manager at Reed Elsevier
Location:
Greater Boston Area
Industry:
Information Services
Work history:
Reed Elsevier - Newton, MACorporate Tax Managersince Jan 2010ATC Associates, Inc. Corporate Tax ManagerJul 2004 - Jan 2010
Skills:
Tax Accounting, Tax, Accounting, Corporate Tax, International Tax
Full Profile

Jeremy Hartman Boston, MA

Professions & Specialties

Counselor • Advisor • Income Tax Preparer • Finance and Accounting Specialist • Tax Preparer • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
President at Access Financial & Income Tax Services
Title:
Registered Investment Adviser, RTRP (Registered Income Tax Preparer)
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Access Financial & Income Tax Services - Framingham, MAPresidentsince Mar 2005Citizens Investment Services - Newton, MAVice-President InvestmentsSep 2001 - Dec 2004
Financial Consultant at Ameriprise Financial Servi..
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Adi Hodis Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Bookkeeper • Software Developers

Experience & Education

Position:
Accounting Supervisor at uTest, Bookkeeper at My Account Team
Title:
Accounting Supervisor at uTest
Location:
Greater Boston Area
Industry:
Accounting
Work history:
UTest Accounting Supervisorsince Oct 2012My Account Team - Newton, MABookkeepersince Sep 2009
Skills:
Start-ups, Data Analysis, Financial Analysis, Access
Financial Consultant at uTest
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Barry Solcoff Newton, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Project Manager • Senior Analyst • Counselor • Analyst • Analysts • Advisor • Program Director • Project Managers • Operations Manager

Experience & Education

Work

Company:
Sun life financial
Business process senior analyst & program manager - global investments
Company:
The pentad group, inc - Wellesley Hills, MA
Project manager/consultant
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Aaron Huang Newton, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Administrator • Advertising Sales Agent • Marketing Manager • Financial Analyst • Apprentice • Student Worker • Master of Business Administration • Research Specialist • Research Scientist

Experience & Education

Work

Company:
Planet, inc - Waltham, MA
Affiliates marketing manager
Company:
Engaging minds - Boston, MA
Financial analyst intern

Skills

Graphics Design, Logistics, Excel, Microsoft Office Toolkit, HTML, Analytics Tools, Paid Search...
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Lilya Sorkin Boston, MA

Professions & Specialties

Founder • Owner • Co-Founder • Director • Founding Member • Chief Executive • Operations Manager

Experience & Education

Position:
Co-Founder and Merchandising Director at MAZONE GROUP, Founder and Owner at Soelle Beauty LLC
Title:
Founder & Owner of SOELLE BEAUTY / Co-Founder of MAZONE GROUP
Location:
Greater Boston Area
Industry:
Retail
Work history:
MAZONE GROUP Co-Founder and Merchandising Directorsince Oct 2011Soelle Beauty LLC - Newton, MAFounder and Ownersince Oct 2008
Financial Advisor at ING Financial Partners
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Financial Consultants near Newton, MA09161,8322,7483,6644,580BostonCambridgeWalthamWellesleyBurlingtonWoburnLexingtonNeedhamWatertownNatick