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Financial Consultants in Massachusetts

Financial Consultants in Peabody, MA

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17 results found

Betsy Kross Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Instructor • Pedagogue • DB Administrator • Database Administration Professional • Database Administrator • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Owner and Instructor at iPad Lessons-by-the-Sea, Owner at The Kross Group DBA Second Opinion...
Title:
2nd Opinion Investment Consulting
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
IPad Lessons-by-the-Sea - Manchester-by-the-Sea, MAOwner and Instructorsince Feb 2012The Kross Group DBA Second Opinion Investing Consulting Ownersince May 2009
Skills:
Computer Literate, Asset Allocation, Investments, Securities, Microsoft Excel, Strategic Financial...
..you will be properly assisted by the financial advisor managing your assets
Full Profile

Evan Sasso Peabody, MA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Bachelor of Science • Business Administrator • Student Worker • Customer Service • Operations Manager

Experience & Education

Work

Company:
Santander
Financial specialist
Company:
Merrill lynch wealth management - Boston, MA
Financial advisor
Full Profile

Deana Manfra Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Estimator • Financial Analyst • Business Administrator • Analysts • Bachelor of Science • Master of Science • Research Assistant • Researcher • Survey Researcher • Property Manager • Real Estate Manager • Operations Manager

Experience & Education

Position:
The Parquette Group at Morgan Stanley Wealth Management, Financial Advisor at Morgan Stanley Wealth ...
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Greater Boston AreaThe Parquette Groupsince Feb 2011Morgan Stanley Wealth Management - Greater Boston AreaFinancial Advisorsince Jan 2011
Certifications:
Series 7
Series 66
Full Profile

Lindsay Lobao Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Peabody, MAFinancial Advisorsince 2007Morgan Stanley - Danvers, MAClient Service Associate2007 - 2007
Full Profile

Evan Sasso Peabody, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at Santander Consumer USA Inc.
Title:
Financial Specialist at Santander
Location:
Peabody, Massachusetts
Industry:
Financial Services
Work history:
Santander Consumer USA Inc. Financial Specialistsince Oct 2012Merrill Lynch - 100 Federal Street Boston, MA 02110Financial AdvisorSep 2011 - Oct 2012
Full Profile

Peter Deheulle Peabody, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Arthur j gallagher risk management services, inc
Area vice president
Company:
Prudential securities - Boston, MA
Financial advisor
Full Profile

Erica Mcardle Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Advertising Professional • Inbound Marketer • Advertising Sales Agent • Web Marketer • Marketing Director • Director • Marketing Manager • Chief Executive • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator • Business Administrator • Sales Manager • Data Scientist • Bachelor of Arts • High School Diploma • Agent • Sales Executive • Sales Representative • Hospital Care Professional • Student Worker • Nurse Practitioner • Health Professional • Health Practitioner

Experience & Education

Position:
Marketing Operations Analyst at Barton Associates Inc.
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Barton Associates Inc. - Peabody, MAMarketing Operations Analystsince Jun 2013Harmony Healthcare International, Inc. - Topsfield, MAMarketing AssociateJul 2011 - Jun 2013
Languages:
English, Spanish
Worked under a financial advisor as a college intern for school c..
Full Profile

Eric Levy Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Chairman of the Board • Vice President • Chief Executive • Chairperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Certified Nurse Aide • Nurse • Nurse Practitioner • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Production Manager • Advisor • Hospital Care Professional • Health Professional • Health Practitioner • Human Resources Specialist • Recruitment • Market Research Analyst

Experience & Education

Position:
Senior Vice President, Head of Product and Solutions Management - Retirement Plan Services at...
Title:
Senior Vice President, Head of Retirement Plan Product and Solutions Management at Lincoln Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lincoln Financial Group - Radnor, PASenior Vice President, Head of Product and Solutions Management - Retirement Plan Servicessince Jan 2010Aviv Centers For Living - Peabody, MAChairman of the Boardsince Sep 2012
Financial Advisor Magazine
Full Profile

Steve Turner Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Manager • Owner • Operations Manager • Chief Executive • General Contractor • Construction Manager • Wellness and Fitness • Counselor • Advisor • Psychology Specialist • Non-Profit • Volunteer • Program Coordinator • Managers • Dean • Higher Education Professional • School Administrator • Educational Manager • Counter Manager • Sales Representative • Army Lieutenant Colonel • Personal Trainer • Fitness Trainer • Bachelor of Arts • Master of Science • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administration Professional • Database Administrator

Experience & Education

Title:
Owner-Studio Manager at Get In Shape For Women
Location:
Greater Boston Area
Industry:
Health, Wellness and Fitness
Work history:
Turner Into Shape LLC dba Get In Shape For Women - Peabody, MAOwner-Studio ManagerDec 2011 - Dec 2012TD Ameritrade Investment ConsultantOct 2009 - Dec 2011
Skills:
Business Development, Strategic Financial Planning, Management, Mutual Funds, Entrepreneurship,...
Financial Advisor/Insurance Agent at Banc of Ameri..
Full Profile

Barbara Quinn Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Agent • Sales Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Professional Development Teacher

Experience & Education

Position:
Agent and Advisor at New York Life
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Agent and Advisorsince Oct 2012Boston Institute of Finance Vice President2010 - 2012
Skills:
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic...
Financial Advisor at Merrill Lynch
Full Profile

Lauren Seroll Boston, MA

Professions & Specialties

Financial Consultant • Loan Processor • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Special Education Professional • Mathematics Professor • Special Education Professors • Mathematical Science Teacher • Mathematics • Mathematician • Advertising Professional • Advertising Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Mathematics Teacher at Boston Public Schools
Title:
Special Education Mathematics Teacher at Boston Public Schools
Location:
Greater Boston Area
Industry:
Primary/Secondary Education
Work history:
Boston Public Schools - South Boston, MAMathematics Teachersince Sep 2012Peabody Public Schools - Peabody, MAMathematics TeacherSep 2010 - Jul 2012
Financial Advisor at Boston University- Student Ac..
Full Profile

Mal Bybee Peabody, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Associate Professor • Lecturer • Postsecondary Teacher • Vice President • Corporate Executive

Experience & Education

Work

Company:
Marian court college, a private two-year college - Swampscott, MA
Adjunct professor, english & marketing
Company:
Ipswich group
President

Skills

Microsoft Office, Focus Group & Brainstorming Faciltator, Project Management, Turnarounds
Full Profile

Deborah Devoe Peabody, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Partner • Chief Executive • Safety Coordinator • Assistant to the President • Managers • Chief Executive Officer • Financial Director • Corporate Executive • Financial Officer • Financial Manager • Insurance Coordinator • Underwriting Manager • Insurance Professional • Underwriter • Graphic Design Specialist • Graphic Designer • Secretary

Experience & Education

Work

Company:
Panorama foods - Lynn, MA
Administrative assistant
Company:
Mcgladrey, inc - Charlestown, MA
Administrative assistant to a partner (consulting)
Full Profile

James Devoe Peabody, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Judicial Law Clerk • Juris Doctor • Bachelor of Business Administration

Experience & Education

Work

Company:
James m. devoe, attorney-at-law
Attorney
Company:
Bloomberg law - Boston, MA
Legal analyst
Full Profile

Darcey Callender Tampa, FL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Coordinator • Team Member • Managers • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Marketing Manager • Chief Executive • Operations Manager • Psychology Specialist

Experience & Education

Position:
Senior Registered Client Service Associate at Morgan Stanley Wealth Management
Title:
Senior Registered Client Service Associate
Location:
Tampa, Florida
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Manchester-by-the-Sea, MASenior Registered Client Service Associatesince Sep 2005Merrill Lynch - Boston, MASenior Registered Client Service Associate1996 - 2005
Skills:
Series 7, Series 63, Financial Services, FINRA, Retirement, Wealth Management Services, Social...
..planning and was promoted to Junior Financial Advisor
Full Profile

Kirk Lassiter Greenville, SC

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Computer Software Professional • Software Developers • Senior Online Leader • Internet Marketing Manager • Web Marketer • Marketing Manager • Project Manager • Business Administrator • Market Analyst • Market Research Analyst • Manager • Marketing Director • HR Manager • Operations Manager • Chief Executive • Project Managers • Admiral • Account Service Manager • Dean • Higher Education Professional • School Administrator • Educational Manager • Master of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Law Specialist • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Software Solutions Consultant at PropertyBoss Solutions
Location:
Greenville, South Carolina
Industry:
Computer Software
Work history:
PropertyBoss Solutions - Greenville, South Carolina AreaSoftware Solutions Consultantsince 2012Independent Marketing Consultant - Southeastern U.S.Website Design and Online Marketing Specialist2008 - 2012
Skills:
Demand Generation, Channel Enalblement, Process Automation, Brand Awareness, Brand Loyalty, Thought ...
Financial Advisor & Rule 144 Specialist at Morgan..
Full Profile

Bob Braid Sausalito, CA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Investor • Insurance Professional • Underwriter • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Air Transportation Worker • Management Analyst • Analysts • Chief Executive

Experience & Education

Position:
Principal at Private Investor
Title:
Private Investor/Insurance Professional
Location:
Sausalito, California
Industry:
Financial Services
Work history:
Private Investor - Sausalito, CAPrincipalsince Dec 2008AIG - San Francisco Bay AreaRegional Manager - Financial InstitutionsOct 2004 - Dec 2008
Skills:
Commercial Pilot Helicopters, Yacht Captain (50 Ton), Insurance, Mutual Funds, Banking,...
Languages:
Spanish
Financial Consultant at AG Edwards
Full Profile

Financial Consultants near Peabody, MA09161,8322,7483,6644,580BostonCambridgeWoburnNorth AndoverLynnDanversMaldenSomervilleReadingSalem


Financial Consultants around Peabody, MA

Boston  (4,577)
Boxford  (3)
Cambridge  (111)
Chelsea  (4)
Danvers  (16)
Essex  (1)
Everett  (5)
Gloucester  (7)
Ipswich  (3)
Lynn  (17)
Malden  (16)
Manchester  (5)
Marblehead  (9)
Medford  (12)
Melrose  (9)
Middleton  (4)
North Andover  (17)
Reading  (14)
Rowley  (2)
Salem  (14)
Saugus  (4)
Somerville  (14)
Swampscott  (7)
Topsfield  (4)
Wakefield  (12)
Wenham  (3)
Winchester  (7)
Woburn  (31)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (17)
Financial Management Analyst  (2)
Funder  (1)