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Financial Consultants in Parsippany, NJ

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69 results found

Megan Cardinale Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Group, llc
Financial consultant
Company:
Faith & begorra
Embroider / sales

Brian Wittig Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystChairpersonChief ExecutiveProject ManagersProject ManagerBoard MemberPartnerManagement Team ExecutiveOperations ManagerBookkeeperCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperMathematicsMathematicianSoftware Developers

Experience & Education

Position:
President at Brian Wittig & Associates, LLC
Location:
Denville, New Jersey
Industry:
Accounting
Work history:
Brian Wittig & Associates, LLC - Denville, NJPresidentsince Feb 2013Paper Tiger Marketing, LLC - Glen Rock, NJSr. Technical Project Manager and Financial AdvisorJan 2012 - Jan 2013
Skills:
QuickBooks, Xero, Freshbooks, Harvest, ZenCash, Oracle, Excel, Outlook, Word, Access Database,...
Certifications:
Professional Bookkeeper, Universal Accounting
Xero Certified Partner, Xero

Ed Caldwell Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMedia ProducerCommercial AnnouncerPresenter

Experience & Education

Position:
Financial Advisor at Langdon Ford Financial
Location:
Parsippany, New Jersey
Industry:
Financial Services
Work history:
Langdon Ford Financial - Parsippany, NJFinancial Advisorsince Aug 2011Bloomberg News Multimedia Producer2009 - 2010

Michael Cfp Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerAnalystAnalystsAccounting ClerkFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Mark kanouse, certified public accountant
Staff accountant
Company:
Morgan stanley smith barney - Little Falls, NJ
Financial analyst

Skills

Microsoft Office, Retirement Planning, Mutual Funds, Morningstar, Wealth Management, Fixed Income,...

Marisa Patawaran Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeFounderChairpersonFounding MemberChief ExecutiveVice PresidentSales Representative

Experience & Education

Work

Company:
Financial network investment corporation
Independent financial advisor & investment advisor representative
Company:
Impactful women association
Founder and president

Shawna Sims Maplewood, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations Manager

Experience & Education

Work

Company:
Pnc bank
Assistant branch manager
Company:
Pnc bank
Financial consultantas a financial consultant, i prospected new customers

Skills

Proficient in most banking programs, Rumba Goldmine, Genesis, Lotus Notes, Word, Windows, Excel,...

Charlotte Goode Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam Member

Experience & Education

Work

Company:
Axa advisors - Morristown, NJ
Financial advisor
Company:
Mutual of omaha - Parsippany, NJ
Licensed life and health producer new jersey

Joseph Reilly Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerChief ExecutiveClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Advisors mortgage group llc - Wayne, NJ
Branch manager

Damon Cooper Parsippany, NJ

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistHuman Resources SpecialistRecruitmentOperations Manager

Experience & Education

Work

Company:
Wells fargo bank
Personal banker, small business specialist
Company:
Primerica financial services - Wayne, NJ
Financial consultant, recruiter/trainer

Michael Cfp Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPlannerAnalystAnalystsCertified Public AccountantFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Mark kanouse
Certified public accountant
Company:
Morgan stanley smith barney - Little Falls, NJ
Financial analyst

Ali Babar Parsippany, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerPartnerChief ExecutiveInformation Technology SpecialistIT SpecialistVice PresidentOperations ManagerComputational ScientistComputer ScientistsAnalystGuideContractorAnalystsTour GuideMaster of ScienceBachelor of ScienceMathematicsMathematicianFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Origami Studios, Founding Partner at OrigamiAssociates
Title:
Founding Head Origami Studios
Location:
Parsippany, New Jersey
Industry:
Information Technology and Services
Work history:
Origami Studios - Parsippany, USAOwnersince Jan 2012OrigamiAssociates - Toronto, Canada AreaFounding Partnersince Mar 2010
Skills:
Creative Problem Solving, Change Management, New Business Development, Operations Management, Asset ...
Languages:
English, Urdu, Punjabi, Hindi
Independent Financial Advisor at Independent Contractor

Jennifer Baratta Montclair, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerManagement AnalystAnalystsChief ExecutiveSecurityAnalystSpeakerSpokespersonRepresentativeEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Director of Family Programs and Giving at Montclair Kimberley Academy
Title:
Director of Family Programs and Giving at The Montclair Kimberley Academy
Location:
Montclair, New Jersey
Industry:
Fund-Raising
Work history:
Montclair Kimberley Academy - Montclair, NJDirector of Family Programs and Givingsince Jul 2012Prudential Real Estate Investors - Parsippany, NJPortfolio Management AnalystSep 2011 - Sep 2012
Prepare RFP's as Financial Advisor on public finance transactions

Qian Fu Parsippany, NJ

Professions & Specialties

Investment Banking AnalystBankerFinancial Services ProfessionalFinancial Services Sales AgentStatisticianSchool AdministratorEducational ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Statistician, Marketing Analytics at Wyndham Worldwide, Investment Banking Analyst at Crucible...
Title:
Statistician, Marketing Analytics at Wyndham Worldwide
Location:
Parsippany, New Jersey
Industry:
Hospitality
Work history:
Wyndham Worldwide - Greater New York City AreaStatistician, Marketing Analyticssince Apr 2013Crucible Capital Group, Inc. - Greater New York City AreaInvestment Banking Analystsince Oct 2011
Languages:
Mandarin
Financial Advisor Assistant at Principal Financial..

William Mainente Parsippany, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerFinancial ManagerFinancial DirectorOperations ManagerFinancial OfficerContractorIndependent Business Owners

Experience & Education

Work

Company:
Manager of financial planning and analysis
Company:
Daiichi sankyo - Parsippany, NJ
Financial manager, contractor

Skills

Oracle , SAP Business Warehouse, Hyperion and GL Wand System

Thomas Tran Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeApprenticeBusiness AdministratorClient Service OfficerBachelor of ScienceStudent WorkerOperations Manager

Experience & Education

Work

Company:
Legal helpers debt resolution
Senior payment processor
Company:
The olson financial group - Morristown, NJ
Financial representative

Skills

Fluent in Vietnamese, Microsoft Office, Cash Management, Customer Service, Data Analysis, Account...

Andres Broom Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram DirectorVice PresidentOperations ManagerChief ExecutiveProject ManagersProject ManagerBusiness AnalystAdvisorAnalystAnalystsBachelor of ScienceMathematicsMathematician

Experience & Education

Work

Company:
Morgan stanley
Vice president - program liaison
Company:
Wyndham worldwide - Parsippany, NJ
Lead pmo/program & project management

Brittany Zelasny Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorPsychology SpecialistAdministrative ClerkClerical SpecialistClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Hope for veterans, programs of community hope, inc
Eligibility specialist
Company:
Saint clare's health system - Denville, NJ
Behavioral health counselor

Skills

Financial Counseling, Managed Care, Medicare/Medicaid, Administrative Assistant, Behavioral Health, ...

Rajesh Singh Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeTax ConsultantTax AccountantMaster of Business AdministrationBachelor of ScienceManagers

Experience & Education

Work

Company:
Avatar investment management - Stamford, CT
Senior sales associate-hybrid sales
Company:
Iqpc - New York, NY
Contracted sales consultant

John Konsavage Parsippany, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorManagersBusiness AdministratorManagerOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Collection supervisor
Company:
International accounting
Supervisor

Christopher Bramley Parsippany, NJ

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentChairpersonDirectorChief ExecutiveOperations ManagerService ManagerService Operations Expert

Experience & Education

Work

Company:
American financial resources
Mortgage loan originator
Company:
Next level property investments ltd
Company chairman/director

Danilo Gaza Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFund AccountantAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ArtsMarketing Manager

Experience & Education

Work

Company:
Hsbc - New York, NY
Senior hedge fund accountant
Company:
Mutual fund accounting, morgan stanley - Jersey City, NJ
Section head

Sean Rhatigan Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AssociateMaster of Business AdministrationBachelor of ScienceBusiness AdministratorOperations Manager

Experience & Education

Position:
Barge Chartering & Operations at PBF Holding Company LLC
Location:
Greater Philadelphia Area
Industry:
Oil & Energy
Work history:
PBF Holding Company LLC - Parsippany, NJBarge Chartering & Operationssince Jul 2013PBF Holding Company LLC - Parsippany, NJSr. Financial Consultant (Credit Valuation)Jan 2012 - Jun 2013

Janelle Pavon Rahway, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Public AccountantDesign DirectorInterior Design SpecialistDesign ManagerBachelor of Fine ArtsPsychologistStudent WorkerPsychology Specialist

Experience & Education

Title:
Financial Representative at Fidelity Investments
Location:
Rahway, New Jersey
Industry:
Financial Services
Work history:
Langdon Ford Financial - Parsippany, NJFinancial AdvisorJan 2011 - Jun 2012Salesmaster Architectural & Design SpecialistFeb 2010 - Oct 2010

Veronica Peralta New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCompensations and BenefitsAdvisor

Experience & Education

Title:
serving the financial planning needs of maritime, air and land freight transportation professionals in the NY/NJ ports
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
LPL Financial - Maplewood, N.J.Independent financial advisorFeb 2010 - Feb 2012TD Bank - 26 branches in Essex and Hudson counties, NJFinancial AdvisorJul 2007 - Feb 2010
Skills:
Holistic Financial Planning, Wealth Management, Retirement Planning, Small Business, Insurance,...
Languages:
English, Spanish
Certifications:
Chartered Retirement Plan Specialist (CRPS), College of Financial Planning

Brett Deixler Jersey City, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorClient Service OfficerSales ManagerSales DirectorTennis PlayerAthletesBachelor of ScienceAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Solar Investment Consultant at GeoscapeSolar
Title:
Solar Investment Consultant
Location:
Jersey City, New Jersey
Industry:
Environmental Services
Work history:
GeoscapeSolar - Livingston, NJSolar Investment Consultantsince Jul 2011AXA Advisors - Greater New York City AreaFinancial ConsultantFeb 2008 - Jul 2011
Skills:
Series 7, 63 Licenses, Mortgage Lending, Investments, New Business Development, Strategic Financial ...

Bill Burbage New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerPartnerChief ExecutiveAdvisorManagement Information Systems DirectorIT Manager

Experience & Education

Position:
Manager, Financial Planning & Analysis at Wyndham Worldwide
Location:
Greater New York City Area
Industry:
Hospitality
Work history:
Wyndham Worldwide - Parsippany, NJManager, Financial Planning & Analysissince Apr 2013MetLife - BridgewaterSr. Financial ConsultantMar 2011 - Apr 2013
Skills:
SAP, Analysis, Management, Project Management, Process Improvement, Budgets, Financial Modeling,...

J.t. Sheehan New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales Representative

Experience & Education

Position:
Financial Advisor/ Fixed Income Sales at Hennion & Walsh
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Hennion & Walsh - Parsippany, NJFinancial Advisor/ Fixed Income Salessince Jan 2013Hennion & Walsh - Parsippany, NJTraineeOct 2011 - Dec 2012

Ryan Beliveau New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLeaderManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
New Jersey Support Group Leader at National Alopecia Areata Foundation, Financial Strategist at...
Title:
Financial Strategist at Wealth Management Group, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
National Alopecia Areata Foundation - Parsippany, NJNew Jersey Support Group Leadersince Mar 2010Wealth Management Group, LLC Financial Strategistsince Jul 2009
Ryan Beliveau is a Financial Advisor with Wealth Management Group

Abhishek Agrawal New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorTeam Member

Experience & Education

Position:
Senior SAP Financial Consultant at AIG
Title:
Senior SAP Financial Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AIG - Parsippany, NJSenior SAP Financial Consultantsince Dec 2011IBM Managing ConsultantNov 2007 - Jan 2012
Skills:
SAP, Collections and Disbursements, FD-CD, Functional Requirements, Finance, Business Process,...

Ronnie Vorhies Paramus, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement Team ExecutiveOperations Manager

Experience & Education

Position:
Vice President at Morgan Stanley
Title:
Vice President and Financial Advisor at Morgan Stanley
Location:
Paramus, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley - Paramus, NJVice Presidentsince Dec 2011Hennion & Walsh - Parsippany, NJVice presidentSep 2006 - Dec 2011
Certifications:
Series 7, NASD
Series 65, NASD

Robert Beckett New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Advisor at National Wealth Advisors, Inc., Financial Advisor at Summit Financial Resources,...
Title:
Senior Advisor at National Wealth Advisors, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
National Wealth Advisors, Inc. Senior AdvisorSummit Financial Resources, Inc. - Parsippany, NJFinancial Advisorsince Jun 2010

Ryan Franco New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberLaw SpecialistLawyersConstructionManagersJuris DoctorBachelors DegreeChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
. at Morrison Mahoney LLP, Financial Advisor at Independent Financial Advisor, Legal Associate at...
Title:
.
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Morrison Mahoney LLP - parsippany, nj.since Dec 2012Independent Financial Advisor - Hillsdale, NJFinancial Advisorsince Jul 2011
Languages:
German

Michael Macdougal New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutivePsychologistCertified Nurse AidePhysicianPsychology SpecialistNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Executive Director at Institute for Family Wealth Counseling, Senior Financial Advisor at Summit...
Title:
Senior Financial Advisor at Summit Financial Resources, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Institute for Family Wealth Counseling - 4 Campus Dr, Parsippany NJExecutive Directorsince Jan 2005Summit Financial Resources, Inc. - Parsippany, NJSenior Financial Advisorsince Jan 1995

Bryn Heath New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDirectorOperations ManagerAthletesRecruitment

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AXA Advisors - Morristown NJFinancial Consultantsince Aug 2012Velocity Sports Performance - Parsippany NJCenter DirectorJul 2007 - Aug 2012

Glenn Krause New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorClient Service OfficerCustomer ServiceOperations Manager

Experience & Education

Position:
Financial Advisor 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. - 200 Campus Drive, Suite 150, Florham Park, NJFinancial Advisorsince Sep 2011Charles Schwab - Morristown, NJFinancial ConsultantFeb 2007 - Sep 2011

Craig Russ New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Florham Park, NJFinancial Advisor, Vice Presidentsince Nov 2011Merrill Lynch - Summit, NJVice PresidentOct 2007 - Nov 2011

Sanjiv Parikh New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerSecuritySenior AdvisorAdvisorChief Information OfficerFinancial OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersAnalystAssistant ManagerAnalystsManagersFinancial AnalystAccounts PayableAccounts Payable SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeAdmiralGeneral CounselFiduciaryOf CounselJuristLegal CounselTrust Law AttorneyLawyersModelMaster of ScienceMaster of Business AdministrationBachelor of ScienceInformation Technology SpecialistIT SpecialistProperty ManagerReal Estate Manager

Experience & Education

Position:
Director - IT Finance & Reporting at Verizon
Location:
Greater New York City Area
Industry:
Security and Investigations
Work history:
Verizon - Basking Ridge, NJDirector - IT Finance & Reportingsince May 2013DCT Systems Group - Charlotte, North Carolina AreaPrincipal Consultant - Global IT FinanceNov 2012 - Apr 2013
Languages:
Hindi, Gujarati, English
Served as a strategic financial advisor to General Counsel and Chief Inf..

Christopher Luisi Scranton, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorAdvisorOwnerChief ExecutiveBusiness AdministratorManagersMarketing DirectorOperations ManagerBudget OfficerFinance and Accounting SpecialistFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperDesign ConsultantDesign ProfessionalDesign ExpertLicensed Real Estate BrokerProperty ManagerReal Estate ManagerEntertainment ProfessionalEntertainerDatabase Administration ProfessionalDatabase AdministratorAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at Wells Fargo, Senior Consultant at Hilton Worldwide
Title:
Wells Fargo
Location:
Scranton, Pennsylvania Area
Industry:
Banking
Work history:
Wells Fargo Financial Advisorsince Jul 2013Hilton Worldwide - West 57th Street, New York CitySenior Consultantsince Aug 2012
Skills:
Salesforce.com, CRM, Account Management, Business Development, Selling, Solution Selling, B2B,...
Languages:
Italian

Seth Druck New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerVice PresidentOperations ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerSecurityBusiness AdministratorBachelor of Science

Experience & Education

Position:
Global Bank Network Manager - Vice President at JPMorgan Chase
Title:
Network Management at JPMorgan Chase
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JPMorgan Chase - 1 chase manhattan plaza, NYC, NYGlobal Bank Network Manager - Vice Presidentsince Sep 2010J.P. Morgan - Manhattan, New YorkClient Service Account Manager- Asst Vice PresidentJul 2008 - Aug 2010
American Express Financial Advisor at American Express Financial Ad..

Fran Hopkins New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerEditorWriter and EditorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveAuthoressAuthorEditing ProfessionalWriting and Editing ProfessionalIndependent Business OwnersPR and Communications ProfessionalIndependent ContractorManagersNon-ProfitPublic Relations ProfessinalContractorUnderwriterAdvertising ProfessionalAdvertising Sales AgentIT Manager

Experience & Education

Position:
Program Manager/Editor at Frontline Medical Communications, Freelance Writer and Editor at...
Title:
Program Manager/Editor at Frontline Medical Communications; 2013 Clarion Award Winner (Writing)
Location:
Greater New York City Area
Industry:
Writing and Editing
Work history:
Frontline Medical Communications - Parsippany, NJProgram Manager/Editorsince Nov 2012MessagePros LLC Freelance Writer and Editorsince Nov 2002

Matthew Farber New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdjunct InstructorSocial Science ProfessorSpecial Education ProfessionalLecturerPostsecondary TeacherSocial Science ProfessorsSpecial Education ProfessorsChairpersonChief ExecutiveAdult Education TeacherMaster of ArtsBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSports Game CoachAdvisor

Experience & Education

Position:
Social Studies Teacher at Valleyview Middle School, Adjunct Faculty at New Jersey City University
Title:
Adjunct Faculty at New Jersey City University
Location:
Greater New York City Area
Industry:
Higher Education
Work history:
Valleyview Middle School - Denville, NJSocial Studies Teachersince Sep 2008New Jersey City University - Jersey City, NJAdjunct Facultysince Jan 2013
Skills:
Teaching, Grant Writing, Academia, Workshops, Content Management, Instructional Technology,...
Senior Financial Advisor at Hennion and Walsh

Mike Vohrer New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerTeam LeaderOperations ManagerLeaderManagersRecruitmentSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMarketing ManagerHostAutomotive SpecialistAutomotive ProfessionalMaster of ScienceField Marketing SpecialistMarketing AdministratorGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Business Development Manager at Volt Technical Resources
Location:
Greater New York City Area
Industry:
Staffing and Recruiting
Work history:
Volt Technical Resources - Greater New York City AreaBusiness Development Managersince May 2013Express Employment Professionals Business Development ManagerJan 2011 - May 2013
Certifications:
Series 7, NASD
Financial Advisor at Morgan Stanley Investment Man..

Jennifer Fedorko New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales PersonSales RepresentativeSupporting MemberTeam MemberChief Administrative OfficerChief ExecutiveCorporate Travel ExpertTravel CounselorTravel AgentMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorAccounts PayableAccounts Payable SpecialistAccounting BookkeeperBookkeeperNotary PublicNotaryLawyersComputational ScientistComputer ScientistsHigh School Diploma

Experience & Education

Position:
Sales Assistant at Wunderlich Securities
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
Wunderlich Securities - Parsippany, NJSales Assistantsince Jan 2011UBS FINANCIAL SERVICES Senior Client Service AssociateJul 2007 - Mar 2010
Work with financial consultant to develop strategy to increa..

Jaime Fuentes New York, NY

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersSupporting MemberTeam MemberManagerOperations ManagerPerformerManagersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Brokerage Associate and Licensed Banker II at Wells Fargo
Location:
Greater New York City Area
Industry:
Banking
Work history:
Wells Fargo - West Caldwell NJBrokerage Associate and Licensed Banker IIsince Aug 2012Wells Fargo - West Caldwell NJSenior Licensed Banker ISep 2010 - Aug 2011
Certifications:
Series 6 and 63, Brokerage Associate
Life Insurance
Works closely with Financial Advisor to identify and close investment..

David Hudak New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AdvisorCounselorSpeakerVolunteerSupporting MemberAdvisorSpokespersonRepresentativeNon-ProfitTeam MemberFiduciaryTrust Law AttorneyLawyersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAccount RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
Senior Consultant at Portfolio Evaluations, Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Portfolio Evaluations, Inc - Warren, NJSenior Consultantsince Jan 2006ADP Retirement Services - Florham Park, NJSenior Key Account Representative2002 - 2006
Skills:
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined...

Brenda Izzo Fredon, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFounderCompliance ManagerFounding MemberChief ExecutiveSales ManagerMarketing ManagerCounselorSupporting MemberInvestorAdvisorTeam MemberLicensed Real Estate BrokerProperty ManagerReal Estate ManagerSales Account AssociateSales ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBrand PlannerBrand RepresentativeCorporate ExecutiveOperations ManagerSales RepresentativeServices ProfessionalSales and Service SpecialistBachelor of ScienceSchool AdministratorEducational ManagerWeb DeveloperUser Interface DesignerSoftware DevelopersBiologistBiological Scientist

Experience & Education

Position:
Founder at Andover Associates, LLC, Compliance Consultant at Summit Financial Resources, Inc.,...
Title:
Andover Associates, LLC
Location:
Newton, New Jersey
Industry:
Financial Services
Work history:
Andover Associates, LLC - Newton, New JerseyFoundersince Jan 2013Summit Financial Resources, Inc. - Parsippany, NJCompliance Consultantsince Jan 2013
Skills:
Mergers & Acquisitions, Private Equity, Investments, Strategy, Start-ups, Investment Banking,...
Languages:
English, Spanish
Certifications:
Series 4, 7, 24, 27, 53, 55, 63, 65, 79,. 87, Financial Industry Regulatory Authority (Finra)
Realtor, New Jersey Real Estate Commission
Financial Advisor Magazine

Matthew Aulbach New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam MemberSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Position:
Financial Analyst, Corporate Financial Planning and Analysis at Wyndham Worldwide
Location:
Greater New York City Area
Industry:
Hospitality
Work history:
Wyndham Worldwide - Parsippany, NJFinancial Analyst, Corporate Financial Planning and Analysissince Aug 2013Wyndham Worldwide - Parsippany, NJFinancial Analyst Intern, Corporate Financial Planning and AnalysisJun 2013 - Aug 2013
Financial Advisor at The Potomac Group at Folger N..

Linda Gregier New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant ManagerCounselorManagersAdvisorVice PresidentChief ExecutiveRepresentativeChief Administrative OfficerSales ManagerInformation Technology SpecialistIT SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHospital Care ProfessionalStudent WorkerHealth ProfessionalHealth PractitionerSales Executive

Experience & Education

Position:
Associate Manager of Commercial Programs Planning and Analysis at Solix Inc., Vice President of...
Title:
Associate Manager of Commercial Programs Planning and Analysis
Location:
Greater New York City Area
Industry:
Outsourcing/Offshoring
Work history:
Solix Inc. - Parsippany, NJAssociate Manager of Commercial Programs Planning and Analysissince Nov 2011Solix, Inc. - Parsippany, NJVice President of Education - Solix Toastmasterssince May 2013
Languages:
English, Chinese (Mandarin), French
Financial Advisor Candidate at Wachovia Securities

Michael Garczynski New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDirectorDeputy ManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorTeam MemberAdvisorProject ManagersInformation Technology SpecialistComputer Software ProfessionalSoftware DeveloperSoftware DevelopersSoftware Deployment EngineerComputer SpecialistUser Interface DesignerWebsite DeveloperIT Specialist

Experience & Education

Position:
Director at UBS
Title:
Associate Director at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJDirectorsince Apr 2007Sungard - Parsippany, NJConsultantDec 2005 - Apr 2007
Certifications:
Lean Six Sigma Black Belt, UBS Financial Services, Inc.
Webmaster, Fairleigh Dickenson University
..towards enhancing the client and financial advisor experience

Ralph Pagan New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveRepresentativePackage DesignerCommercial DesignerAdvertising ProfessionalAdvertising Sales AgentMarketing ManagerOperations ManagerAdvisorBrand RepresentativeMaster of Business AdministrationMaster of SciencePsychologistAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Managing Director at 691 Marketing
Location:
New York, New York
Industry:
Marketing and Advertising
Work history:
691 Marketing - New York, NYManaging Directorsince 2000Morgan Stanley Smith Barney - Paramus, New JerseyFinancial AdvisorJan 2011 - Apr 2012
Languages:
Spanish
Certifications:
General Securities Representative (Series 7, 66): NY, NJ, CT, FL
Licensed Insurance Producer: NY, NJ, CT



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