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Financial Consultants in Massachusetts

Financial Consultants in Pittsfield, MA

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41 results found

Declan Sheehy Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Director of Business Development • Operations Manager • Corporate Executive • Chief Executive • Business Development Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Human Resources Specialist • Recruitment • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Regional Sales Consultant • Sales Representative

Experience & Education

Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorOct 2009 - Aug 2010Hilton Hotels Area Sales ManagerJun 2007 - Jun 2009
Skills:
In addition, Declan's special events portfolio includes Skibo Castle, Scotland, the Versace...
Full Profile

Christopher Becker Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Radio Host • Commercial Announcer • Presenter • Contractor • Independent Business Owners • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Insurance & Financial Advisor at Wheeler & Taylor, Inc.
Title:
Top Tier Financial & Insurance Planner
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Wheeler & Taylor, Inc. Insurance & Financial Advisorsince Mar 2009Berkshire Community Radio, WBCR - Berkshire County, MAWeekly Radio Talk Show HostFeb 2010 - Feb 2012
Skills:
Financial Planning, Insurance, Disability Insurance, Strategic Planning, Negotiation, Business...
Full Profile

Al Coppola Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at TD Banknorth Insurance Agency
Location:
Pittsfield, Massachusetts Area
Industry:
Insurance
Work history:
TD Banknorth Insurance Agency Financial Advisor
Full Profile

Albert Coppola Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at TD Banknorth Insurance Agency
Location:
Pittsfield, Massachusetts Area
Industry:
Insurance
Full Profile

Tom Sirois Pittsfield, MA

Professions & Specialties

Financial Consultant • Mortgage Loan Officer • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Group Manager • Sales Manager • Sales Director • Vice President • Chief Executive • Marketing Manager • Marketing Administrator

Experience & Education

Position:
Financial Advisor in Great Barrington, MA at Berkshire Hills Financial
Title:
Helping you create and manage your wealth.
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Berkshire Hills Financial Financial Advisor in Great Barrington, MAsince 2005TD Bank Assistant Vice President1996 - 2004
Skills:
Customer Service, Banking
Full Profile

Brendan Bullett Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Client Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at True North Financial Services
Title:
Financial Advisor
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
True North Financial Services Financial Advisorsince May 2008Canby Financial Advisors Client ManagerJun 2006 - Apr 2008
Full Profile

Alfred Coppola Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at TD Banknorth Insurance Agency
Location:
Pittsfield, Massachusetts Area
Industry:
Insurance
Full Profile

Christopher Becker Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Financial Director • Vice President • Financial Officer • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Head Chef • Chef • Food Preparer • Food Preparation Worker • Senior Planner • Planner

Experience & Education

Position:
Financial Planner at Wheeler & Taylor, Inc.
Title:
Insurance & Financial Advisor
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Wheeler & Taylor, Inc. Financial Plannersince 2009Becker & Associates Planning Services Vice PresidentJan 1990 - Feb 2009
Full Profile

Mark Decelle Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
CFP®, ChFC®, CLU® Financial Advisor at Ameriprise Financial
Title:
CFP®, ChFC®, CLU® Financial Advisor
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Great Barrington, MACFP®, ChFC®, CLU® Financial Advisorsince Nov 1989Ameriprise Financial Services, Inc. Field Vice PresidentMay 1997 - Oct 2003
Skills:
Endorsements
Full Profile

Dave Milligan Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Operations Manager • Director of Operations • Chief Executive • Cooks • Office Runner • Courier • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President/LPL Financial Advisor at Balance Rock Investment Group
Location:
Pittsfield, Massachusetts
Industry:
Financial Services
Work history:
Balance Rock Investment Group President/LPL Financial Advisorsince Jul 1998
Skills:
Investments, Retirement, Retirement Planning, Securities, Asset Managment, Wealth Management,...
Full Profile

Alfred Coppola Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at TDBanknorth
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
TDBanknorth Financial Advisor
Full Profile

Al Coppola Pittsfield, MA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at TDBanknorth
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Christopher Post Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney, Founder/Brewer at Wandering Star Brewing Company
Title:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Financial Advisorsince Aug 2009Wandering Star Brewing Company Founder/Brewersince Jan 2009
Full Profile

Shaun Heimann Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
First Vice President at Wells Fargo Advisors Financial Network, LLC
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial Network, LLC First Vice Presidentsince Feb 2007A.G. Edwards - Pittsfield, Massachusetts AreaFinancial ConsultantOct 2001 - Feb 2007
Full Profile

Susan Snyder Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services, Inc.
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Financial Advisorsince Aug 2005Village Ventures, Inc. ControllerMay 2000 - Jul 2005
Full Profile

Joseph Kroboth Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Construction • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Manager at County Concrete Corp.
Location:
Pittsfield, Massachusetts Area
Industry:
Construction
Work history:
County Concrete Corp. General Managersince Apr 2002Morgan Stanley Dean Witter Financial Advisor1997 - 1998
Full Profile

Thomas Sirois Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
Financial Advisor in Great Barrington, MA assisting individuals, families and small business owners
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Jayson Tanzman Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Sherry Decelle Pittsfield, MA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Ameriprise Financial
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Jonathan Meczywor Pittsfield, MA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Colt Investment Services / LPL Financial
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Full Profile

Jayson Tanzman Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial Advisor
Full Profile

Melissa Adams Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Oncologist • Medical Practice Professional • Surgical Specialist • Medical Practitioner

Experience & Education

Position:
Financial Counselor at Berkshire Hematology Oncology
Location:
Pittsfield, Massachusetts Area
Industry:
Medical Practice
Work history:
Berkshire Hematology Oncology Financial Counselor
Full Profile

Kelly Partridge Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Oncologist • Medical Practice Professional • Surgical Specialist • Medical Practitioner

Experience & Education

Title:
Financial Counselor at Berkshire Hematology Oncology
Location:
Pittsfield, Massachusetts Area
Industry:
Medical Practice
Full Profile

Keith Hannaleck Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Executive Global IT Recruiter • Senior Global Recruiter • Personnel Manager • Personnel Specialist • Recruitment • Program Director • Marketing Manager • Operations Manager • Talent Agent • Webmaster • Database Administration Professional • Database Administrator • Web Developer • User Interface Designer • Software Developers • Editor • Senior Online Leader • Web Marketer • Internet Marketing Manager • Bachelors Degree • Business Administrator

Experience & Education

Position:
Sr. Executive IT Recruiter at Hire Solutions, Founder and Managing Director at MuzikReviews.com
Title:
Sr. Executive IT Recruiter-Hire Solutions
Location:
Pittsfield, Massachusetts Area
Industry:
Staffing and Recruiting
Work history:
Hire Solutions - U.S.Sr. Executive IT Recruitersince Sep 2010MuzikReviews.com Founder and Managing Directorsince Oct 1998
Skills:
Technical Recruiting, Sales Process, Candidate Generation, Internet Recruiting, Information...
..the Bank of America/Merrill Lynch PMD Financial Advisor Trainee Program
Full Profile

Eric Vincelette Pittsfield, MA

Professions & Specialties

Estate Planner • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Director of Business Development • Region Manager • Business Development Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers • Chief Executive • Financial Manager • Construction • Leader • Human Resources Specialist • Recruitment • Baseball Player • Athletes • Jurist • Legal Counsel • Property Manager • Real Estate Manager

Experience & Education

Position:
Regional Director of Business Development at Vincelette and Associates w/ PFS Investments Inc,...
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Vincelette and Associates w/ PFS Investments Inc Regional Director of Business Developmentsince May 2006Financial Services Industry Regional Directorsince 2006
Skills:
My specialties are developing new associates for our firm as well as dealing with an ever...
As a financial advisor
Full Profile

A Fortini Pittsfield, MA

Professions & Specialties

Assistant Vice President • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Associate Vice President, Investments / Branch Manager at Raymond James & Associates
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Financial Consultant at AG Edwards & Sons
Full Profile

Paul Fortini Pittsfield, MA

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
at
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Financial Consultant at AG Edwards & Sons
Full Profile

Mary Corbett Pittsfield, MA

Professions & Specialties

Independent Consultant • Independent Contractor • Counselor • Non-Profit • Contractor • Advisor • Payroll Administrator • Independent Business Owners • Payroll Supervisor • Compensations and Benefits • Board Member • Management Team Executive • Operations Manager

Experience & Education

Position:
Consultant at Self Employed, Payroll Administrator at Pittsfield Public Schools
Title:
Independent Consultant/Payroll Administrator
Location:
Pittsfield, Massachusetts Area
Industry:
Management Consulting
Work history:
Self Employed Consultantsince Jul 2009Pittsfield Public Schools - Pittsfield, Massachusetts AreaPayroll Administratorsince Dec 2012
Financial Consultant/Program Director at Jubilee H..
Full Profile

Lisa Bilotta Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Market Analyst • Market Research Analyst • Consumer Goods Professional • Commodities Clerk • IT Manager

Experience & Education

Position:
Administrative Assistant at Northwestern Mutual, Data Research at Retail Data, Merchandiser at...
Title:
Administrative Assistant at Northwestern Mutual
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Pittsfield, Massachusetts AreaAdministrative Assistantsince Apr 2013Retail Data Data Researchsince Feb 2010
support to Financial Advisor
Full Profile

Theresa Obryant-Jr Pittsfield, MA

Professions & Specialties

Supporting Member • Team Member • Dean • Higher Education Professional • School Administrator • Educational Manager • Advisor • Lawyers

Experience & Education

Title:
Associate Dean of Students at Massachusetts College of Liberal Arts
Location:
Pittsfield, Massachusetts Area
Industry:
Higher Education
Financial Advisor and Legal Consultant at MetLife
Full Profile

Robert Oleary Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Agent • Sales Representative • Chief Executive • Operations Manager

Experience & Education

Title:
Broker Associate at Berkshire Property Agents
Location:
Pittsfield, Massachusetts Area
Industry:
Real Estate
Financial Consultant at AG Edwards
Full Profile

William Oleary Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Agent • Sales Representative • Chief Executive • Operations Manager

Experience & Education

Title:
Broker Associate at Berkshire Property Agents
Location:
Pittsfield, Massachusetts Area
Industry:
Real Estate
Financial Consultant at AG Edwards
Full Profile

Joe Bosworth Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Agent • Sales Representative • Designers • Counselor • Advisor • Spokesperson • Representative • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Database Administrator

Experience & Education

Position:
Independent agent at Genworth Financial, CEO at Smart Robots, Inc., Senior Database and Data...
Title:
CEO, Smart Robots, Inc.
Location:
Pittsfield, Massachusetts Area
Industry:
Computer Hardware
Work history:
Genworth Financial Independent agentsince 2005Smart Robots, Inc. CEOsince Dec 2002
Financial Consultant at A G Edwards & Sons
Full Profile

John Clu Pittsfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial representative at Northwestern Mutual Financial Network, financial representative at...
Location:
Pittsfield, Massachusetts Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial representativesince Feb 1998Northwestern Mutual Life Financial representativesince Feb 1998
Skills:
Investments, Life Insurance, Disability Insurance
John is a financial advisor with the Northwestern Mutual Fin..
Full Profile

Howard Cooper Pittsfield, MA

Professions & Specialties

Financial Services Sales Agent • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Director • Operations Manager

Experience & Education

Work

Company:
Self-employed
Cpa
Company:
Suny - Stony Brook, NY
Director finance and administration - school of nursing
Full Profile

Thomas Rizzo Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Executive Officer • Chief Executive • Operations Manager • Corporate Executive • Baseball Coach • Sports Game Coach • Athletes

Experience & Education

Work

Company:
Rizzo's liquors & market
Owner/general manager
Company:
Massachusetts college of liberal arts
Assistant head baseball coach
Full Profile

Robert Kirvin Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Springside rehabilitation and skilled care center
Business office manager
Company:
Kindred healthcare - Great Barrington, MA
Business office manager
Full Profile

Paul Tourville Pittsfield, MA

Professions & Specialties

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

Experience & Education

Title:
V.P. Jet Charter Sales & Marketing at Lyon Aviation
Location:
Pittsfield, Massachusetts Area
Industry:
Aviation & Aerospace
Financial Advisor at BRP Grenier Financial
Full Profile

Joe Kroboth Pittsfield, MA

Professions & Specialties

Chief Executive Officer • Corporate Executive • Chief Executive • Construction • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
General Manager at County Concrete Corp.
Location:
Pittsfield, Massachusetts Area
Industry:
Construction
Financial Advisor at Morgan Stanley Dean Witter
Full Profile

Joseph Bosworth Pittsfield, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Title:
CEO, Smart Robots, Inc.
Location:
Pittsfield, Massachusetts Area
Industry:
Computer Hardware
Financial Consultant at A G Edwards & Sons
Full Profile

Terrie Harlan Pittsfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science

Experience & Education

Work

Company:
General dynamics - advance information systems
Communications systems integrated product team (ipt) class design lead
Company:
Raytheon missile systems - Tucson, AZ
Small diameter bomb (sdb) ii lead
Full Profile

Financial Consultants near Pittsfield, MA0510152025TroyKinderhookLenoxLeeEast GreenbushWest Sand LakeNassauCanaanCheshireAdams


Financial Consultants around Pittsfield, MA

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Blandford  (1)
Canaan  (1)
Cheshire  (1)
Kinderhook  (3)
Lee  (2)
Lenox  (2)
Nassau  (1)
Philmont  (1)
Plainfield  (1)
Troy  (25)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (2)
Financial Consultant  (41)