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Financial Consultants in New Jersey

Financial Consultants in Pennington, NJ

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53 results found

Mark Henderson Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Diver • Inspector • Rigger • Pedagogue • Bachelor of Science • Operations Manager • Water Transportation Worker

Experience & Education

Work

Company:
Chet morrison contractors llc
Tender/diver
Company:
Platinum financial partners, llc/nl financial alliance
Financial advisor

Skills

Commercial/Scientific Diving via Surface Supplied and SCUBA, Welding/Burning, Machine...
Full Profile

Marcus Place Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Bank of America Merrill Edge
Title:
Financial Advisor at Bank of America Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Bank of America Merrill Edge Financial Solutions Advisorsince Aug 2012Wake Forest University Risk ManagerOct 2010 - May 2012
Full Profile

Olufemi Ijandipe Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Consultant at Merrill Lynch
Title:
Financial Consultant
Location:
Pennington, New Jersey
Industry:
Banking
Work history:
Merrill Lynch Financial Consultantsince Nov 2012
Certifications:
Series 7
Full Profile

Greg Nowacoski Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Team Leader • Operations Manager • Chief Executive • Counselor • Leader • Representative • Advisor • Managers • Model • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager of Software Release Management/Change Management at Merrill Lynch, Vice President at Bank...
Title:
Manager of Software Release Management/Change Management
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJ 08534Manager of Software Release Management/Change Managementsince Dec 1994Bank of America Merrill Lynch Vice Presidentsince 1994
Delivered to production the GMW financial advisor,FA,workstation facilitating the..
Full Profile

Jeremy Kees Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Sales Executive • Sales Manager • Chief Executive • Operations Manager

Experience & Education

Position:
AVP, Internal Wealth Management Specialist at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJAVP, Internal Wealth Management Specialistsince Nov 2012Patriot Asset Advisors - Columbus, OHFinancial AdvisorApr 2012 - Nov 2012
Full Profile

Nigel Francis Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge Financial Solutions Advisorsince Jun 2013Ameriprise Financial Services, Inc. Financial AdvisorJan 2005 - Jun 2013
Full Profile

Matthew Sheridan Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Edge
Title:
Assistant Vice President Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJFinancial Advisorsince Jun 2011Merrill Lynch - East Brunswick, NJFinancial AdvisorOct 2009 - Jun 2011
Full Profile

David Wallace Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington,NJFinancial Advisorsince May 2010TD Ameritrade - Ft. Worth txClient Education ConsultantAug 2008 - May 2010
Full Profile

Stephen Kazior Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Lead Advisor, VP at ML
Title:
Management Financial Advisor
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
ML - Pennington, NJLead Advisor, VPsince May 2007
Full Profile

Brian Shaper Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Advisor • Performer • Master of Business Administration • Bachelor of Science • Customer Service • Operations Manager

Experience & Education

Position:
Proposal Analyst, Institutional Retirement RFP Team at Merrill Lynch
Title:
Proposal Analyst, Institutional Retirement RFP Team at Bank of America / Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Hopewell, NJProposal Analyst, Institutional Retirement RFP Teamsince Jul 2011Merrill Lynch Service SpecialistMay 2006 - Jul 2011
Financial Advisor at Lincoln Investment Planning
Full Profile

Michael Oertling Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Senior Associate • Research Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Director • Deputy Manager • Chief Executive • Account Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Associate at Merrill Edge
Title:
Associate at Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJSenior Associatesince Apr 2013UBS - Charlotte, North Carolina AreaAssociate Director, UBS Investment Center2011 - Apr 2013
WMAG New Financial Advisor Compensation at UBS
Full Profile

Robert Long Pennington, NJ

Professions & Specialties

Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Finmark business solutions
Managing director
Company:
Bank of america - Cherry Hill, NJ
Vice president, client manager

Skills

Developing & Delivering Training Seminars, US & International Marketing & Sales...
Full Profile

Michael Zennario Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Contractor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • IT Specialist

Experience & Education

Position:
AVP, Client Coverage Analyst at Merrill Lynch
Title:
Client Coverage Analyst
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch AVP, Client Coverage Analystsince Mar 2010Matlen Silver - Somerset, NJContractorJan 2010 - Mar 2010
Financial advisor at AXA Enterprise
Full Profile

Vincent Digiacomo Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Contract Attorney • Document Reviewer • Lawyers • Bachelor of Science

Experience & Education

Work

Company:
Stradley ronon, llp
Contract attorney
Company:
Deloitte financial advisory services, llp - Westfield, NJ
Contract attorney
Full Profile

Nevine George Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Counselor • Advisor • Psychologist • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch, bank of america
Vp central supervision manager
Company:
Merrill lynch, bank of america
Vp central supervision manager
Full Profile

Hiren Patel New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Recognition • Advisor • Sports Trainer • Sports Trainers • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, AVP at Merrill Edge
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJSenior Financial Advisor, AVPsince Jan 2013Merrill Edge - Chandler, AZSenior Financial Advisor, AVPJan 2012 - Dec 2012
Certifications:
NASD Series 7, General Securities Representative Examination
NASD Series 66, Uniform Combined State Law Examination
Full Profile

Ian Laffler New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager • School Administrator • Educational Manager • Non-Profit

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Private Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Advisorsince Apr 2011Grigsby & Associates - New York, NYInstitutional Sales & TradingMar 2010 - Nov 2010
Languages:
Spanish
Full Profile

Nazish Hamedani New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Leader • Managers • Customer Service • Market Research Analyst • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Student Worker • Entertainer

Experience & Education

Position:
Financial Consultant at Merrill Lynch
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Merrill Lynch - Pennington, NJFinancial Consultantsince Jan 20132K Millennium - Woodbridge, NJAccounts ManagerMay 2012 - Sep 2012
Skills:
Social Media Marketing, Marketing Communications, Market Research, Events, Sales, Microsoft Excel,...
Full Profile

Kimberly Youn Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Team Leader • Operations Manager • Information Technology Specialist • IT Specialist

Experience & Education

Position:
GWIM Tech Ops Team Lead at Bank of America Merrill Lynch
Title:
Associate at Bank of America Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Bank of America Merrill Lynch - Pennington, New JerseyGWIM Tech Ops Team Leadsince Jun 2011Tekmark Global Solutions - Pennington, NJConsultant at Merrill LynchJun 2010 - Jun 2011
..as well as how to resolve and redirect Financial Advisor and Client Advisor's requests
Full Profile

Karen Dunphy New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Director, Advisory Channel Management at Bank of America Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bank of America Merrill Lynch - Pennington, NJDirector, Advisory Channel Managementsince Jan 2012Bank of America Merrill Lynch - Hopewell, New JerseyVice President, Advisory Channel ManagementMar 2010 - Jan 2012
Lead Financial Advisor facing strategy and initiatives..
Full Profile

Kimberley Paris New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Vice President • Entertainment Professional • Entertainer • Advisor • Team Member • Administrative Clerk • Clerical Specialist • Construction Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Strategy & Business Solutions at Merrill Lynch
Title:
Director, Strategy & Business Solutions
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Pennington, NJDirector, Strategy & Business Solutionssince Mar 2009Bank of America Director, Channel Strategy and DistributionDec 2007 - Mar 2009
..managed account solutions with leading financial advisor firm
Full Profile

Jared Allred Collegeville, PA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Relationship Manager • Account Service Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Premier Relationship Manager, AVP at Citizens Bank
Title:
Premier Relationship Manager - AVP, Citizens Bank
Location:
Schwenksville, Pennsylvania
Industry:
Financial Services
Work history:
Citizens Bank - Audubon, Limerick, Trappe, Westtown, Newtown SquarePremier Relationship Manager, AVPsince May 2010Merrill Lynch - Pennington NJFinancial AdvisorJun 2008 - May 2010
Full Profile

Michael Delligatti Philadelphia, PA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
PNC Portfolio Manager at AlliedBarton Security Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
AlliedBarton Security Services - Greater Philadelphia AreaPNC Portfolio Managersince Feb 2009Merrill Lynch Financial AdvisorFeb 2008 - Oct 2008
Full Profile

Adam Heckendorn New York, NY

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 PNC
Title:
Financial advisor at PNC Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC Financial Advisorsince Mar 2013Merrill Lynch - Pennington NJFinancial advisorAug 2011 - Mar 2013
Skills:
Equities
Full Profile

Sam Santiago New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Pilot • Advisor • Air Transportation Worker • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Network Administrator

Experience & Education

Position:
VP, Wealth Management Banker at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch VP, Wealth Management Bankersince May 2010Merrill Lynch AVP, Latin America Division SpecialistJan 2009 - May 2010
in conjunction with the Financial Advisor
Full Profile

Christopher Gatsch New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Medical Assistant • Medical Assistant • Healthcare Support

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, New JerseySenior Financial Advisorsince Oct 2012Merrill Lynch - Pennington, NJLMA Document SpecialistNov 2009 - Oct 2012
Skills:
Funding, Research, Series 7, Business Process, Microsoft Office, Equities, Microsoft Excel,...
Full Profile

Michael Koutsoudakis New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Tax Consultant • Independent Business Owners • Tax Accountant • Counselor • Contractor • Managers • Analysts • Advisor • Substitute Teacher • School Principal • Educator • Education Professional • Instructor • School Administrator • Educational Manager • Financial Manager • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Edge
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJFinancial Advisorsince 2012E*TRADE Financial Syndicate AssociateApr 2011 - Jan 2012
Skills:
Equities, Trading, SEC compliance, Client Relationship Building, Business Relationship Management,...
Full Profile

Kerrie Debbs New York, NY

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Partner • Manager • Chief Executive • Financial Manager • Operations Manager • Security • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Certified Financial Planner and Wealth Manager at Main Street Financial Solutions LLC
Title:
Partner, CERTIFIED FINANCIAL PLANNER TM at Main Street Financial Solutions LLC
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Main Street Financial Solutions LLC - Pennington, NJCertified Financial Planner and Wealth Managersince Jul 2012Merrill Lynch, Red Bank NJ Financial Advisor & Certified Financial PlannerJan 2006 - Jul 2012
Full Profile

Robert Hudson Bedminster, NJ

Professions & Specialties

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

Experience & Education

Position:
President at RPHudson Capital Advisors
Location:
Bedminster, New Jersey
Industry:
Financial Services
Work history:
RPHudson Capital Advisors Presidentsince Dec 2012PNC Investments Financial Advisor Vice PresidentMay 2007 - Dec 2012
Full Profile

Michael Fossel New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Advisorsince Oct 2012D. F. King - Greater New York City AreaInstitutional Research Associate2012 - 2012
Full Profile

Krista Southard New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Operations Manager

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Solutions Advisorsince Jun 2013Karr Barth Associates - AXA Advisors - Marlton, NJFinancial ConsultantOct 2012 - May 2013
Full Profile

David Ball Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial solutions advisor at Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington njFinancial solutions advisorsince May 2010Edward Jones Financial AdvisorJul 2008 - Nov 2009
Full Profile

Christopher Cerra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • IT Consultant • Senior Project Manager • Senior Manager • Operations Manager • Project Managers • Project Manager • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist • Information Systems Analyst • IT Analyst • Business Consultant • Advisor • Management Analyst • Analysts • Analyst • Human Resources Specialist • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
IT Consultant - Sr. Project Manager – PMO at Pershing – A BNY Mellon Company – Computer Enterprises...
Title:
IT Consultant - Senior Project Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Pershing – A BNY Mellon Company – Computer Enterprises Inc - Jersey City, NJIT Consultant - Sr. Project Manager – PMOsince May 2012J.P. Morgan - NYCIT Consultant - Sr. Project Manager / WSS PMOAug 2011 - May 2012
Skills:
Vendor Management, Business Intelligence, Project Management, Business Analysis, Program...
..consolidate registered representative financial advisor information into a shared databa..
Full Profile

Alessandro Paterno New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Operations Manager

Experience & Education

Position:
Investment Consultant at TD Ameritrade
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Ameritrade - Princeton, NJInvestment Consultantsince Jan 2013Merrill Lynch - Pennington, NJAVP-Sr. Premier Financial Solutions AdvisorMay 2011 - Jan 2013
Skills:
Cash Management, Investments, Insurance, Fixed Income, Finance, Asset Managment, Strategic...
VP- Financial Advisor at HSBC Securities
Full Profile

Frank Presco New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Account Manager • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Business Administrator • Customer Service • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Bachelor of Science • Bachelor of Arts

Experience & Education

Title:
Manager, Operations | Commercial Energy | Business Operations | Process Improvement | Small Business | Operations
Location:
Greater New York City Area
Industry:
Oil & Energy
Work history:
Think Energy - Houston, Texas AreaChannel Readiness Manager | Account Manager | Marketing Planning | Marketing Execution | Marketing2011 - 2012Reliant Energy - New JerseyEnergy Marketing Analyst | Account Manager | Client Management | Marketing Analysis | Risk AnalysisNov 2007 - Oct 2011
..Representative | Account Manager | Financial Advisor | Account Manager at Merrill Lyn..
Full Profile

Alex Lesyk Philadelphia, PA

Professions & Specialties

Doctor of Medicine • Recruitment • Chief Information Officer • Vice President • Technology Director • Technology Manager • Technical Managers • Chief Executive • Construction • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
AVP – Wealth Management Internal Specialist at Merrill Lynch
Title:
at Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJAVP – Wealth Management Internal Specialistsince May 2012Merrill Lynch Vice President - Employer Plan Associate SpecialistJan 2010 - Apr 2012
Skills:
Series 7, Retirement, Retirement Planning, Financial Advisory, Life Insurance, Banking, Sales...
Financial Advisor at Northwestern Mutual
Full Profile

Andrew Vallejo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Second Lieutenant • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones, 2nd Lieutenant - Platoon Leader at US Army
Title:
Financial Advisor at Edward Jones
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Edward Jones - East Brunswick, NJFinancial AdvisorUS Army 2nd Lieutenant - Platoon Leadersince May 2010
Skills:
Microsoft Office, Spanish, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word,...
Languages:
Spanish
Full Profile

Peter Mastromarco Philadelphia, PA

Professions & Specialties

Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Solutions Advisor • Advisor

Experience & Education

Position:
Financial Solutions Team Manager at Merrill Edge
Title:
Bank Of America/MerrillEdge Financial Solutions Team Manager
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Edge Financial Solutions Team Managersince Nov 2012Bank of America - Pennington, NJFinancial Solutions AdvisorJan 2012 - Mar 2013
Financial Advisor at Investment Professionals
Full Profile

John Holodak New York, NY

Professions & Specialties

Supporting Member • Subject Matter Expert • Team Member • Skilled Professional • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Employer Plan Associate Specialist, Vice President at Merrill Lynch/Retirement Group
Title:
Retirement Plan Sales at Merrill Lynch/Retirement Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch/Retirement Group - Pennington, NJEmployer Plan Associate Specialist, Vice Presidentsince Jan 2010Merrill Lynch - Pennington, NJInternal Retirement Plan SalesFeb 2007 - Jan 2010
..issues while managing client and financial advisor expectations
Full Profile

Michael Lamb Phoenix, AZ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Director • Director • Senior Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Director, Business Applications Development at Cole Real Estate Investments
Location:
Phoenix, Arizona
Industry:
Financial Services
Work history:
Cole Real Estate Investments - Phoenix, AZSenior Director, Business Applications Developmentsince Jul 2013Bank of America - Pennington, NJDirector, Platform DevelopmentJul 2010 - Jul 2013
Certifications:
Series 7, 24, 63, 65 Licensed
and financial advisor competitive recruits
Full Profile

Lawrence Solomayer New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Phone Rep at Merrill Lynch
Title:
Senior Registered Rep at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington NJSenior Phone Repsince Jul 2011Lincoln Investment Planning - Cranford NJFinancial RepresentativeOct 2008 - Jul 2011
Financial Advisor at AXA Advisors
Full Profile

Michael Noone New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Morgan Stanley Wealth Management - Red Bank, NJFinancial Advisorsince Mar 2010Merrill Lynch - Pennington, NJAnalystJun 2009 - Feb 2010
Certifications:
Series 7
Series 66
Full Profile

Rudy Schreyer New York, NY

Professions & Specialties

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

Experience & Education

Position:
Director Wealth Management Client Information and Documents at Merrill Lynch
Title:
DIR - Wealth Management Client Information Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJDirector Wealth Management Client Information and Documentssince Jun 2011Bank of America SVP Enterprise & Consumer Compliance TechnologyNov 2009 - Jun 2011
Skills:
Program Management, IT Strategy, Wealth Management, Financial Services, Strategy, Leadership,...
Financial Advisor Compensation
Full Profile

John Harsch Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Agent • Sales Representative • Bachelor of Science • Master of Science • Technical Support Specialists

Experience & Education

Position:
Vice President at Morgan Stanley Wealth Management
Title:
Vice President At Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Vice Presidentsince Jul 2013Merrill Lynch Vice President - Managing Producer Client Solutions GroupJan 2012 - Jul 2013
Financial Advisor at Ameriprise
Full Profile

Jairus Halladay Milwaukee, WI

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Solutions Advisor • Team Member • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Secretary • Corporate Executive • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor Associate at Investors Advisory Goup (LPL Financial, LLC)
Title:
Financial Adviser Associate
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Investors Advisory Goup (LPL Financial, LLC) - Waukesha, WIFinancial Advisor Associatesince May 2013Merrill Lynch - Pennington, NJFinancial Solutions AdvisorAug 2012 - Dec 2012
Full Profile

Justin Trubin New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJFinancial Advisorsince Feb 2013Merrill Lynch - Pennington, njFinancial Solutions Advisor- Edge Preferred Relationship Consultant TeamMay 2012 - Feb 2013
Full Profile

Raymond Wang New York, NY

Professions & Specialties

Manager • Vice President • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Merrill Lynch
Title:
Client Acquisition Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJVice Presidentsince 2007Jackson Mills Farm President2001 - 2008
Financial Advisor at Mass Mutual
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Matt Schwartz New York, NY

Professions & Specialties

Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Credit Analyst • Loan Accountant • Procurement Clerk • Apprentice • Business Administrator • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Director of Operations • Financial Manager • Chief Executive • Operations Manager • Photographer • Bachelor of Science • Survey Researcher • Student Worker

Experience & Education

Position:
Debt Capital Markets Analyst at BNP Paribas, Commercial Banking Credit Analyst at Citi
Title:
Debt Capital Markets Analyst at BNP Paribas
Location:
Greater New York City Area
Industry:
Investment Banking
Work history:
BNP Paribas - Greater New York City AreaDebt Capital Markets Analystsince Aug 2013Citi - New York, NYCommercial Banking Credit Analystsince Jun 2013
..created summaries for use by Merrill's Financial Advisor network
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Diego Sarmiento Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Internal Consultant at Delaware Investments, a member of the Macquarie Group
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Delaware Investments, a member of the Macquarie Group - Greater Philadelphia AreaInternal Consultantsince Jun 2012MetLife - Somerset, NJInternal WholesalerJun 2009 - May 2012
Financial Advisor at Merrill Lynch
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Brandon Kanowitz New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • Optician • Licensed Dispensing Optician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Designers • Student Worker

Experience & Education

Position:
Dispensing Optician at Atlantic Eye Physicians
Title:
Apprentice Dispensing Optician at Optique Unique
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Atlantic Eye Physicians Dispensing Opticiansince Jul 2013Optique Unique - Metuchen, NJApprentice Dispensing OpticianDec 2009 - Feb 2013
Skills:
Investments, Bloomberg, Financial Analysis, Equities, Portfolio Management, Financial Modeling,...
Financial Advisor at AXA Advisors
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Financial Consultants near Pennington, NJ0295887116145PrincetonTrentonLanghorneBensalemFlemingtonFort WashingtonBurlingtonSouthamptonPlainsboroFranklin Park