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Financial Consultants in New York

Financial Consultants in Newtonville, NY

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13 results found

Daniel Sullivan Newtonville, 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 Merrill Lynch, Financial Advisor at Banc of America Investments
Title:
Merrill Lynch Financial Advisor
Location:
Latham, New York
Industry:
Financial Services
Work history:
Merrill Lynch - Latham NYFinancial Advisorsince Oct 2009Banc of America Investments Financial Advisorsince Sep 2005
Skills:
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Retirement, Banking,...
Full Profile

John O'keefe Newtonville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Manager • Owner • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Oak air, l.l.c
Co-owner / manager
Company:
Morgan stanley - New York, NY
Financial advisor
Full Profile

Tracey Wardwell Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Board Member • Chairperson • Vice President • Management Team Executive • Operations Manager • Chief Executive • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Fisher • Bachelor of Science

Experience & Education

Title:
AVP, Small Business Relationship Manager at KeyBank
Location:
Latham, New York
Industry:
Banking
Work history:
HVCC Foundation Board Member - Troy, New YorkBoard Member2008 - Apr 2013Capital Communications FCU - Computer Drive EastVice President of Branch Operations and SalesApr 2012 - 2012
Skills:
Financial Analysis, Banking, Small Business Lending, Loans, Credit, Commercial Lending, Strategic...
Financial Advisor Assistant at Cambridge Financial
Full Profile

Brendan Finneran Newtonville, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Lacrosse Coach • Sports Game Coach • Team Member • Sales Manager

Experience & Education

Work

Company:
Citizens financial group
Banker i
Company:
Caldwell house bed and breakfast
Media assistant
Full Profile

Michael Pine Albany, NY

Professions & Specialties

Teller • Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Service Manager • Concierge • Solutions Advisor • Assistant Manager • Service Operations Expert • Advisor • Managers • Manager • Operations Manager • Notary Public • Notary • Lawyers • Human Resources Specialist • Recruitment • Business Administrator • Team Member • Analysts • Sales Manager • Chief Executive • Associate in Applied Science • Bookkeeper • Psychology Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Member Service Manager at SEFCU
Location:
Albany, New York Area
Industry:
Banking
Work history:
SEFCU - Latham, NYMember Service Managersince Dec 2010EZ Sell Gold and Diamonds Corp - Albany, NYAssistant ManagerJun 2010 - Oct 2010
Skills:
Training & Development, Leadership Development, Scheduling, Customer Service, Leadership,...
Certifications:
Licensed Notary Public, State of New York
..to business partners including Financial Advisor
Full Profile

Nicholas Williams New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Private Client Banker, A.V.P. at J.P. Morgan Chase
Title:
Private Client Banker at J.P. Morgan Chase
Location:
Greater New York City Area
Industry:
Banking
Work history:
J.P. Morgan Chase - New York, NYPrivate Client Banker, A.V.P.since Nov 2009First Niagara Bank - Latham, NYFinancial Advisor2007 - 2009
Full Profile

Joseph Ventura Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Board Member • Chief Executive • Operations Manager • Management Team Executive • Human Resources Specialist • Recruitment • Advisor • Non-Profit • Bachelor of Science • Bookkeeper • Sales Representative • Pageant Director • Show Director

Experience & Education

Position:
President at William Tell Services LLC
Location:
United States
Industry:
Human Resources
Work history:
William Tell Services LLC Presidentsince Mar 1995AllSquare Wealth Management, LLC - 200 Great Oaks Albany NY 12203Senior Financial AdvisorFeb 2011 - Nov 2012
Full Profile

Malinda Shake Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Agency Assistant at MetLife Empire Group, an office of MetLife, Financial Services Representative,...
Title:
Agency Assitant at Metlife
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
MetLife Empire Group, an office of MetLife - Latham, NYAgency Assistantsince Sep 2012MetLife Empire Group - Latham, NYFinancial Services Representative, Financial Advisorsince Dec 2009
Full Profile

Derek Bell Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner / Registered Principal at Bell Financial, Medicare Consultant at CDPHP, Financial Consultant...
Title:
President/Owner Bell Financial
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Bell Financial Owner / Registered Principalsince Oct 2005CDPHP Medicare Consultantsince Oct 2005
Skills:
Retirement Planning, Insurance, Financial Planning, Estate Planning, Securities, Annuities, Wealth...
Full Profile

Andrew Cook Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Human Resources Specialist • Recruitment • Team Leader • Project Managers • Operations Manager • Information Technology Specialist • IT Specialist • Food Server

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jun 2013Merrill Lynch - Latham, NYClient AssociateJun 2011 - Jun 2013
Full Profile

Lauren Beaver Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Human Resource Consultant at Paychex
Title:
Highly Motivated Sales Specialist
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Paychex Human Resource Consultantsince Apr 2013MetLife - Latham, NYFinancial AdvisorJan 2012 - Dec 2012
Full Profile

Lindsay Salandra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Publicist • Author • PR and Communications Professional • Public Relations Professinal • Team Member • Managers • Director • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • IT Analyst

Experience & Education

Position:
Publicist at Hot 97, Brand Ambassador at Hot 97
Title:
Publicist for HOT 97
Location:
Greater New York City Area
Industry:
Public Relations and Communications
Work history:
Hot 97 - Greater New York City AreaPublicistsince Jan 2012Hot 97 - Greater New York City AreaBrand Ambassadorsince Apr 2011
Financial Counselor at Ellis Hospital
Full Profile

Bill Melchior Albany, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Security • Produce Manager • Production Manager • Customer Service • Database Administration Professional • Database Administrator

Experience & Education

Position:
Major Account Executive - Healthcare Solutions at Time Warner Cable Business Class
Title:
Major Account Executive - Healthcare Solutions
Location:
Albany, New York Area
Industry:
Telecommunications
Work history:
Time Warner Cable Business Class - Latham, NYMajor Account Executive - Healthcare Solutionssince 2010USA Mobility Northeast Regional Product Manager2006 - 2010
Skills:
Telecommunications, Wireless, Sales Management, Healthcare IT, Training & Development,...
Financial Advisor at UBS
Full Profile

Financial Consultants near Newtonville, NY092184276368460AlbanySchenectadyTroyWatervlietMechanicvilleSlingerlandsBurnt HillsGuilderlandWaterfordEast Greenbush


Financial Consultants around Newtonville, NY

Albany  (457)
Burnt Hills  (3)
Guilderland  (3)
Nassau  (1)
Schenectady  (30)
Slingerlands  (3)
Troy  (25)
Waterford  (2)
Watervliet  (6)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (13)