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Financial Consultants in Massachusetts

Financial Consultants in Norwood, MA

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Here is a complete list of nearly all available Financial Consultants in Norwood, MA.

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16 results found

Patricia Clewley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Master of Business Administration • Information Technology Specialist • IT Specialist • Team Member

Experience & Education

Title:
at
Location:
Greater Boston Area
Industry:
Computer Hardware
Work history:
Longwatch, Inc. - Norwood, MAChief Financial OfficerMar 2010 - Apr 2011Microtouch Corporation Financial Consultant1999 - 2000
Full Profile

David Nicholson Boston, MA

Professions & Specialties

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

Experience & Education

Position:
President, NFS; Financial Advisor & Registered Principal, RJFS at Nicholson Financial Services, ...
Title:
Financial Advisor & Registered Principal at Nicholson Financial Services, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Nicholson Financial Services, Inc. - 89 Access Road, Suite C, Norwood, MA 02062President, NFS; Financial Advisor & Registered Principal, RJFSsince Apr 2005A.G. Edwards & Sons, Inc. Financial ConsultantDec 1995 - Apr 2005
Skills:
Retirement Planning, Investment Strategies, Wealth Management, Strategic Financial Planning, Estate ...
Full Profile

Gary Shaw Norwood, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Cantella & co. - Boston, MA
Financial advisor - wealth management
Company:
Jesup & lamont - Boston, MA
Vice president - wealth management

Skills

Dynamic, top-performing and disciplined financial sales and marketing executive with experience in...
Full Profile

Robert Young Norwood, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Partner • Vice President • Regional Vice President • Chief Executive • Operations Manager • Area Manager • Managers • Team Member

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
Keller williams realty
Sales agent
Full Profile

Karyn Arnold Norwood, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Partners healthcare systems
Financial counselor
Full Profile

Doug Rainville Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Director • Financial Director • Senior Manager • Operations Manager • Financial Officer • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Board Member • Vice President • Chief Executive • General and Operations Manager • Director of Operations • Corporate Executive • Management Team Executive • Controller • Financial Analyst • Budget Officer • Financial Compliance Examiner • Auditor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Human Resources Specialist • Recruitment • School Administrator • Educational Manager

Experience & Education

Position:
Senior Director at Neptune Advisors,LLC.
Location:
Greater Boston Area
Industry:
Executive Office
Work history:
Neptune Advisors,LLC. - Needham, MASenior Directorsince Dec 2011Triangle, Inc. CFOJun 2010 - Sep 2011
Skills:
Capital Budgeting, Consolidation, Listening and Learning, M&A Integration, Mergers, Due...
Financial Advisor and CFO at Plassein Internationa..
Full Profile

Jeff Kagan Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Development Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Representative • Marketing Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Development Manager at Infinata (A Financial Times Group Company)
Title:
Business Development Manager at Infinata
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Infinata (A Financial Times Group Company) - Norwood, MABusiness Development Managersince Nov 2006Eaton Vance - Boston, MAMarketing RepresentativeOct 2000 - Nov 2006
Financial Advisor Magazine
Full Profile

Mark Manning Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Public Information Officer • Director of Operations • Co-Owner • Operations Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Manager • Director • Bachelor of Science • Business Administrator • Analysts • Sales Representative

Experience & Education

Position:
Senior Product Communications Manager at Natixis Global Asset Management, Operations Director & ...
Title:
Senior Product Communications Manager at Natixis Global Asset Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Natixis Global Asset Management Senior Product Communications Managersince Dec 2012Food Fetch - Greater Boston AreaOperations Director & Co-Ownersince Jun 2011
Skills:
Investment Strategies, Securities, Strategic Financial Planning, Equities, 401k, Asset Managment,...
Certifications:
Series 7 - General Securites Representative
Series 66 - Uniformed Combined State Law
Financial Advisor at Edward Jones
Full Profile

Tara Coogan Norwood, MA

Professions & Specialties

Coordinator • Call Center Representative • Managers • Information Operator • Communications Equipment Operator

Experience & Education

Work

Company:
Mass general hospital west
Patient service coordinator ii
Company:
Montefiore medical center - Bronx, NY
Call center operator to schedule all
Full Profile

Kevin Patton Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Bachelor of Science • Human Resources Specialist • Recruitment • Chief Executive

Experience & Education

Position:
Investment Representative, Client Relationship Team at Merrill Edge
Title:
Investment Representative - Merrill Edge
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Edge - Lincoln, Rhode IslandInvestment Representative, Client Relationship Teamsince Feb 2012Mercer Securities - Norwood, MAInvestment RepresentativeSep 2011 - Feb 2012
Financial Advisor at John Hancock Financial Networ..
Full Profile

Mike Driscoll Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Controller • Accounts Payable • Accounts Payable Specialist • Auditor • Advisor • Subject Matter Expert • Skilled Professional • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Management Team Executive • Bachelor of Science • Master of Business Administration • Sales Representative • Buyer and Seller

Experience & Education

Position:
Corporate Controller at Financial and Accounting Consulting
Title:
Corporate Controller
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Financial and Accounting Consulting - Greater Boston AreaCorporate Controllersince 2010Island Oasis - Greater Boston AreaCFO/ Corporate Controller - Manufacturing2004 - 2009
Certifications:
CFP, CFP Board
Senior Financial Consultant
Full Profile

Joshua Ross Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Owner • Chief Executive • Photographer • Human Resources Specialist • Recruitment • Customer Service • Operations Manager • Entertainment Professional • Entertainer • Analyst • Analysts • Skilled Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Relationship Manager/Client Specialist at Lipper, A Thomson Reuters Company, Owner/Photographer at...
Title:
Relationship Manager at Lipper, A Thomson Reuters Company
Location:
Greater Boston Area
Industry:
Human Resources
Work history:
Lipper, A Thomson Reuters Company - Greater Boston AreaRelationship Manager/Client Specialistsince Nov 2011Joshua Ross Photography - Hingham, MaOwner/Photographersince Jul 2013
Financial Advisor at Ameriprise Financial Services
Full Profile

Michael Johnson Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Bachelor of Science • Human Resources Specialist • Recruitment

Experience & Education

Position:
Trust Services at Mercer
Title:
at Mercer
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Mercer - Norwood, MATrust Servicessince Sep 2012Mercer - Norwood, MaRepresentativeOct 2009 - Sep 2012
Financial Advisor Internship at Ameriprise Financi..
Full Profile

Gordon Macleay Norwood, MA

Professions & Specialties

Controller • Manager • Operations Manager • Office Assistant • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Gcc technologies, inc - Bedford, MA
Assistant controller
Company:
Sarnafil services, inc - Canton, MA
Controller/office manager
Full Profile

Joseph Perrotto Longmont, CO

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Chief Financial Officer at Burden Incorporated, Consultant at Southwest Gastroenterological...
Title:
Healthcare Financial Consultant at Southwest Gastroenterological Associates, P.C.
Location:
United States
Industry:
Financial Services
Work history:
Burden Incorporated - Niwot, COChief Financial Officersince Jun 2008Southwest Gastroenterological Associates, P.C. - Norwood, MAConsultantsince Jul 2003
Languages:
Spanish
Full Profile

Drew Cefalo Framingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment

Experience & Education

Position:
Wardrobe Consultant at The Men's Wearhouse, Inc
Location:
Framingham, Massachusetts
Industry:
Retail
Work history:
The Men's Wearhouse, Inc Wardrobe ConsultantNeuberger berman Internal wholesalerAug 2010 - Mar 2011
Bentley Financial Advisor Alumni Network
Full Profile

Financial Consultants near Norwood, MA09161,8322,7483,6644,580BostonCambridgeWalthamWellesleyNewtonQuincyBraintreeNeedhamNatickWatertown


Financial Consultants around Norwood, MA

Belmont  (11)
Boston  (4,577)
Braintree  (33)
Brockton  (13)
Brookline  (15)
Cambridge  (111)
Canton  (15)
Dedham  (12)
Dover  (1)
Easton  (9)
Mansfield  (13)
Medfield  (3)
Millis  (3)
Milton  (10)
Natick  (18)
Needham  (25)
Newton  (62)
Norfolk  (4)
Quincy  (52)
Randolph  (7)
Sharon  (7)
Sherborn  (1)
Stoughton  (5)
Walpole  (12)
Waltham  (107)
Watertown  (18)
Wellesley  (88)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (1)
Financial Consultant  (16)