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Financial Consultants in Connecticut

Financial Consultants in Norwich, CT

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102 results found

Nancy Holstein Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
New London/Norwich, Connecticut Area
Industry:
Design
Work history:
Merrill Lynch - 100 Eugene O'Neill Drive, New London, CT 06320Financial Advisorsince Jul 2012Klaffs of Scarsdale - Scarsdale, NYLighting design and salesMay 2010 - Jul 2012
Full Profile

Nancy Holstein Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
New London/Norwich, Connecticut Area
Industry:
Design
Work history:
Merrill Lynch - 100 Eugene O'Neill Drive, New London, CT 06320Financial Advisorsince Jul 2012Klaffs of Scarsdale - Scarsdale, NYLighting design and salesMay 2010 - Jul 2012
Full Profile

H. Parunak Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Corporate Executive • Operations Manager • Chief Executive • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Software Tester • Computer Specialist

Experience & Education

Position:
Wealth Advisor at Financial Planning
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Financial Planning Wealth Advisorsince Jun 2005Banc of America Investments Director of Investor ServicesSep 2000 - Nov 2004
Skills:
CORE COMPETENCIES:, Client Satisfaction, Revenue Generation, Sales Performance Management,...
Brokerage Operations and Financial Advisor National Field Support
Full Profile

Toni Johnson Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Account Manager • Supervisor • Analyst • Managers • Analysts • Hospital Care Professional • Wellness and Fitness • Health Professional • Health Practitioner • Advertising Professional • Advertising Sales Agent • Information Technology Specialist • IT Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Consultant at UnitedHealth Group
Location:
New London/Norwich, Connecticut Area
Industry:
Insurance
Work history:
UnitedHealth Group Financial Consultantsince Nov 2010UnitedHealth Group Sr. Financial AnalystOct 2007 - Nov 2010
Full Profile

Andrew Nollman Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Director • Bachelor of Science • Nurse • Nurse Practitioner • Sales Representative

Experience & Education

Position:
Managing Member at Rose City Financial Services, LLC
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Rose City Financial Services, LLC Managing Membersince Feb 2009Edward Jones Investments Financial AdvisorSep 2005 - Jan 2009
Skills:
Specializing in individual retirement and small business retirement planning, 401k and 403b...
Full Profile

John Read Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Counselor • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Philanthrope • Non-Profit • Bachelor of Science • Retail Professional • Retail Salesperson • Training and Coaching Professional • Professional Development Teacher • Chief Executive • Operations Manager • Purchasing Managers • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Consultant, CRPC® at Citizens Investment Services
Title:
Financial Consultant at Citizens Investment Services
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Citizens Investment Services - Mystic, CTFinancial Consultant, CRPC®since Sep 2012Wells Fargo Advisors, LLC Financial Advisor, CRPC®May 2007 - Aug 2012
Full Profile

Edward Duerr Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tutor

Experience & Education

Position:
Financial Consultant at Self, Tutor at TRCC
Title:
Tutor at TRCC
Location:
New London/Norwich, Connecticut Area
Industry:
Accounting
Work history:
Self Financial Consultantsince Jan 2012TRCC Tutorsince Jan 2010
Full Profile

Jim Mchugh Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Project Managers • Web Marketer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Business Development at Green Ink Marketing Communications
Location:
New London/Norwich, Connecticut Area
Industry:
Marketing and Advertising
Work history:
Green Ink Marketing Communications Vice President, Business Developmentsince Aug 2010Morgan Stanley - New Haven CTFinancial AdvisorJun 2004 - Jan 2007
Full Profile

Stephen Norton Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Principal, Financial Advisor at Saybrook Wealth Group, An Independent Firm
Title:
Owner, Raymond James / Saybrook Wealth Group, Inc.
Location:
New London/Norwich, Connecticut Area
Industry:
Investment Management
Work history:
Saybrook Wealth Group, An Independent Firm Registered Principal, Financial Advisorsince Dec 2007Old Saybrook Chamber of Commerce Board Member2007 - 2010
Full Profile

Jason Cerniglia Norwich, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Financial Manager • Corporate Executive • Chief Executive

Experience & Education

Position:
Managing Director, FARLEY & CERNIGLIA, A financial advisory practice of Ameriprise Financial...
Title:
CFP®, CMFC®, CRPC®, Financial Advisor An Ameriprise Platinum Financial Services® Practice
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Managing Director, FARLEY & CERNIGLIA, A financial advisory practice of Ameriprise Financial Servicesince Jan 2005Ameriprise Financial Services, Inc CMFC®, CRPC®since Jan 2005
Full Profile

Marie Maclean Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Sr. Financial Consultant at Travelers Insurance
Location:
New London/Norwich, Connecticut Area
Industry:
Insurance
Full Profile

David Schrage Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Merrill Lynch
Location:
New London/Norwich, Connecticut Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial advisor
Full Profile

Martha Gibson Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Merrill Lynch Investment Managers
Location:
New London/Norwich, Connecticut Area
Industry:
Investment Management
Work history:
Merrill Lynch Investment Managers Financial Advisor
Full Profile

Francesca Wish Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Counselor at Westerly Hospital
Location:
New London/Norwich, Connecticut Area
Industry:
Mental Health Care
Work history:
Westerly Hospital Financial Counselor
Full Profile

John Allard Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor/ Corporate Officer at Dime Bank/Dime Investment Services
Location:
Norwich, Connecticut
Industry:
Banking
Work history:
Dime Bank/Dime Investment Services - Norwich, CTFinancial Advisor/ Corporate Officersince Jul 2012New York Life Insurance Company - Providence, Rhode Island AreaPartnerNov 2008 - Jul 2012
Full Profile

Ollie Brady Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Ameriprise Financial
Location:
New London/Norwich und Umgebung, Connecticut
Industry:
Finanzdienstleistungen
Full Profile

Dan Makin Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Professional Planning Group
Location:
New London/Norwich, Connecticut Area
Industry:
Events Services
Full Profile

Bishop Brian Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince 2005
Full Profile

Danny Makin Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Professional Planning Group
Location:
New London/Norwich, Connecticut Area
Industry:
Events Services
Full Profile

Darlene Gibbs Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
William w backus hospital
Patient financial counselor
Company:
William w backus hospital
Residential assistant/direct support
Full Profile

Alex Pellish Norwich, CT

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

Experience & Education

Position:
Senior Financial Advisor, CFP®, ChFC®, CLTC, CIMA® at Ameriprise Financial...
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisor, CFP®, ChFC®, CLTC, CIMA®since 1996
Skills:
Investment Advice, Income Tax Planning Strategies, Retirement Planning Strategies, Protection and...
Full Profile

Brent Eugenides Norwich, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
CFP at Independent Financial Advisor
Title:
Certified Financial Planner (tm)
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Independent Financial Advisor CFPsince May 1998Cigna Financial Advisors Advisor1995 - 1998
Skills:
Financial Planning, Trust Services, Retirement Planning, Wealth Management, Estate Planning,...
Certifications:
Certified Financial Planner
Full Profile

Harry Oakley Norwich, CT

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:
Senior Vice President at Morgan Stanley
Title:
Financial Advisor | The Oakley Wing Group at Morgan Stanley
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley - Essex, CTSenior Vice Presidentsince Nov 1991
Full Profile

Daniel Makin Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Professional Planning Group
Location:
New London/Norwich, Connecticut Area
Industry:
Events Services
Full Profile

Deirdre Jodoin Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Counselor • Advisor • Controller • Owner • Chief Executive • Operations Manager • Business Administrator • Managers • Accounts Receivable Manager • Tax Accountant • Certified Auditor • Financial Compliance Examiner • Auditor • Accounts Receivables Specialist • Recruitment

Experience & Education

Title:
Financial Director ALT
Location:
New London/Norwich, Connecticut Area
Industry:
Accounting
Work history:
Your True North Site LLC - Miami, FloridaFinancial ConsultantJun 2011 - Feb 2013Westin Providence - Providence, RIFinancial ControllerApr 2010 - Apr 2011
Skills:
Payroll, Accounts Payable, Accounts Receivable, Auditing, Account Reconciliation, QuickBooks,...
Languages:
French
Full Profile

Jacob Hanley Norwich, CT

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 Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Apr 2011
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Personal Investment Advisor, Merrill Lynch Internal
Full Profile

Neal Kachinsky Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Bookkeeper

Experience & Education

Position:
Real Estate consultant at Weichert Realtors
Location:
New London/Norwich, Connecticut Area
Industry:
Real Estate
Work history:
Weichert Realtors Real Estate consultantUBS Financial AdvisorJun 1992 - Jan 2002
Full Profile

Andrew Farley Norwich, CT

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP® , Financial Advisor at Ameriprise Financial
Title:
CFP® , Financial Advisor
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial CFP® , Financial Advisorsince Aug 1990
Full Profile

David Lamay Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Adjunct Instructor • Lecturer • Postsecondary Teacher • Counselor • Technical Specialist • Technical Support Specialists • Advisor • Bachelor of Science • Financial Manager • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Essex Financial Services, Inc., Adjunct Instructor ( Part Time ) at ALBERTUS...
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Essex Financial Services, Inc. Financial Advisorsince Mar 2010ALBERTUS MAGNUS COLLEGE Adjunct Instructor ( Part Time )since Aug 2009
Full Profile

Jon Narducci Norwich, CT

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:
Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management, Bank of America...
Title:
Senior Financial Advisor
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Vice Presidentsince Jul 2009
Languages:
English
Full Profile

Michele Arsenault Norwich, CT

Professions & Specialties

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

Experience & Education

Title:
Administrative Support Professional
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc Registered Client Service AssociateDec 2007 - Nov 2009Bank of America Portfolio Management AssistantApr 2005 - Dec 2007
..and client service support for Financial Advisor Team
Full Profile

Charles Rousseau Norwich, CT

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at New England Financial Group LLC
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Full Profile

Keith Pelkey Norwich, CT

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant at Charles Schwab
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Full Profile

Tim Cahill Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Supervisor • Manager • Operations Manager • Master of Science • Database Administration Professional • Database Administrator

Experience & Education

Position:
Assistant Vice President at Merrill Lynch
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Merrill Lynch Assistant Vice Presidentsince Jun 2009Morgan Stanley Wealth Management Financial AdvisorApr 1998 - Jun 2010
Skills:
Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Public...
Full Profile

Thomas Mcguigan Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Exencial Wealth Advisors
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Exencial Wealth Advisors Principalsince Feb 2006Ameriprise Financial Financial AdvisorNov 1993 - Feb 2006
Full Profile

Jake Hanley Norwich, CT

Professions & Specialties

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

Experience & Education

Title:
Associate Financial Advisor at Ameriprise Financial
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Full Profile

Pete Canning Norwich, CT

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Morgan Stanley
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Full Profile

Andrea Wolfe Norwich, CT

Professions & Specialties

Financial Consultant • Investment Management Professional • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Independent Investment Management Professional at Financial Services
Title:
Financial Advisor
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Financial Services Independent Investment Management Professionalsince Dec 2012Citizens Investments Investment SalesJul 2007 - Dec 2012
Skills:
Series 63, Series 7, series 66, Underwriting, Uniform Combined State Law
Full Profile

David Adams Norwich, CT

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:
Senior Vice President Investments at Morgan Stanley
Title:
Senior Vice President Investments, Financial Advisor, Morgan Stanley
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley Senior Vice President Investmentssince Apr 1992
Skills:
Portfolio Management, Asset Management, Investment Policy Statements, Strategic Financial Planning
Full Profile

John Mcgill Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at LPL Financial, Registered Principal - Financial Consultant at LPL Financial
Title:
Registered Principal - Financial Consultant at LPL Financial
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
LPL Financial Financial Consultantsince Dec 2005LPL Financial Registered Principal - Financial Consultant
Full Profile

Nick Hulten Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Army Major General • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Accounting Manager at Mistras Group, Inc.
Location:
New London/Norwich, Connecticut Area
Industry:
Oil & Energy
Work history:
Mistras Group, Inc. - Waterford, CTAccounting Managersince May 2012Edward Jones Financial AdvisorSep 2011 - May 2012
Full Profile

Davin Sirpenski Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Host • Entertainment Professional • Entertainer

Experience & Education

Work

Company:
Big night entertainment group
Vip host
Company:
First investors corporation - Hartford, CT
Financial advisor

Skills

key skills Extremely strong organizational, analytical and research capabilities Excellent...
Full Profile

Anne-marie Maclean Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Business Administrator • Psychologist • Psychology Specialist

Experience & Education

Position:
Manager, Finance at Travelers
Location:
New London/Norwich, Connecticut Area
Industry:
Insurance
Work history:
Travelers Manager, Financesince Jan 2011Travelers Insurance Sr. Financial ConsultantJan 1998 - Dec 2010
Skills:
Property & Casualty Insurance, Insurance, Expense Management, Budget Process, Analysis,...
Full Profile

Michael Gorgone Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Owner at Ameriprise Financial, Senior Financial Advisor at Gorgone & Associates A financial...
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Ameriprise Financial OwnerGorgone & Associates A financial advisory practice of Ameriprise Financial Services,Inc. Senior Financial Advisorsince Mar 2009
Skills:
Financial Planning, Options Trading
Full Profile

Heather Brissette Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Customer Service • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Work

Company:
Citizens bank
Branch manager
Company:
First niagara bank
Personal financial advisor
Full Profile

Chad Morrone Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Pioneer Financial Group
Title:
Financial Advisor
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Pioneer Financial Group Financial Advisorsince Mar 2009
Full Profile

Chip Berry Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
General Partner at Highlander Partners, LLP
Title:
Owner, Highlander Partners LLP
Location:
New London/Norwich, Connecticut Area
Industry:
Investment Management
Work history:
Highlander Partners, LLP General Partnersince Jan 2009Merrill Lynch Sr. Financial AdvisorNov 1994 - Jul 2005
Skills:
Retirement Planning, Investments
Full Profile

Jim Carney Norwich, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Carnival Worker • Recreation Attendant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Carney Financial Group, LLC, Financial Consultant at Carney Financial Group, LLC
Title:
Owner, Carney Financial Group, LLC
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Carney Financial Group, LLC OwnerCarney Financial Group, LLC Financial Consultantsince Apr 2005
Full Profile

Adam Frtizsche Norwich, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at LPL Financial, Owner, Financial Advisor at Fritzsche Financial, LLC
Title:
Owner, Financial Advisor at Fritzsche Financial, LLC
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
LPL Financial Financial AdvisorFritzsche Financial, LLC Owner, Financial Advisorsince Jul 1999
Full Profile

Jennifer Loson Norwich, CT

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

Experience & Education

Position:
Financial Advisor, CFP at Morgan Stanley
Location:
New London/Norwich, Connecticut Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor, CFPAllianceBernstein SalesFeb 2004 - Feb 2005
Full Profile


Financial Consultants near Norwich, CT0246810MysticNorth KingstownWaterfordWesterlyWest WarwickWakefieldCoventryGrotonStorrs MansfieldGales Ferry