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Financial Consultants in Plymouth, MA

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Here is a complete directory of most professional Financial Consultants in Plymouth, MA.

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29 results found

Michael Lincoln Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerAnalystAnalystsClaims CounselLegal CounselMaster of ScienceBachelor of ScienceManagerOperations Manager

Experience & Education

Work

Company:
Baystate financial
Financial advisor
Company:
New york life insurance co - Hyannis, MA
Financial advisor

Skills

Analytical, Management, Insurance

Richard Reisig Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
One boston financial group
Financial advisor
Company:
Metlife - Hingham, MA
Financial advisor

Lucas Calhoun Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOperations Manager

Experience & Education

Work

Company:
Calhoun financial group
Financial advisor
Company:
Sterns lending - Hyannis, MA
Loan originator

Skills

Clever, witty communicator uniquely able to conceptualize ideas and execute with very high quality.

Richard Reisig Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales DirectorVice PresidentChief ExecutiveArea Sales ManagerRegional Sales ConsultantSales RepresentativeBachelor of Science

Experience & Education

Work

Company:
One boston financial group
Financial advisor
Company:
Metlife - Hingham, MA
Financial advisor

Bob Marchese Plymouth, MA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool PrincipalSchool AdministratorEducational ManagerFinancial OfficerProperty ManagerReal Estate Manager

Experience & Education

Position:
Loan Officer at Cape Cod 5c Savings Bank
Location:
Plymouth, Massachusetts
Industry:
Financial Services
Work history:
Cape Cod 5c Savings Bank - Greater New Orleans AreaLoan Officersince Apr 2013Integrated solutions - Rochester, MAFinancial AdvisorOct 2011 - Apr 2013
Skills:
Mortgage Lending, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Loans, ...

David Kegel Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPsychologistSales ExecutiveSales Team MemberSales PersonSales RepresentativeSales ManagerPsychology Specialist

Experience & Education

Work

Company:
Ing financial advisors - Plymouth, MA
Financial advisor
Company:
American express financial advisors - Plymouth, MA
Financial advisor

John Larsen Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCertified Public AccountantAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Sophia Academy, Owner at John B Larsen CPA
Title:
Owner at John B Larsen CPA
Location:
Plymouth, Massachusetts
Industry:
Accounting
Work history:
Sophia Academy Financial Consultantsince 2011John B Larsen CPA Ownersince 2002
Certifications:
CPA, MA Board of Accountancy

Joanne Protasewich Duxbury, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AdministratorOperations ManagerAgentSales RepresentativeAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Office Administrator at JLC-Tech, Enrolled Agent, Master Tax Advisor at H & R Block
Title:
Tax Professional at H&R Block
Location:
Duxbury, Massachusetts
Industry:
Financial Services
Work history:
JLC-Tech - Pembroke, MAOffice Administratorsince Jul 2013H & R Block - Kingston, MAEnrolled Agent, Master Tax Advisorsince Jan 1996
Languages:
Spanish
Certifications:
Enrolled Agent, IRS
As a strategic financial advisor to my clients

Richard Cudmore Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerAdjunct InstructorLecturerPostsecondary TeacherCustomer Service

Experience & Education

Work

Company:
New england college of business and finance
Adjunct faculty - ethics and compliance
Company:
New england college of business and finance - Woburn, MA
Financial advisor (independent)

Marie Fernandes Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical Specialist

Experience & Education

Work

Company:
Boston south - Avon, MA
Office manager
Company:
Self employed - Weymouth, MA
Accounting/senior financial consultant

Dan Hicks Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ManagerSales DirectorFinancial OfficerFinancial ManagerChief ExecutiveSales Representative

Experience & Education

Work

Company:
Planet subaru - Hanover, MA
Assistant internet sales manager
Company:
Principal financial group - Waltham, MA
Financial advisor

Patrick Shaw Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorShift SupervisorManagersShift ManagerTechnical Support Specialists

Experience & Education

Work

Company:
New york life - New York, NY
Financial advisor
Company:
Beal street residential program
Family worker/shift supervisor

Joseph Daddio Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentAssistant Vice PresidentChief Executive

Experience & Education

Work

Company:
Romaine financial - Quincy, MA
Vice president of client development
Company:
Citizens bank - Marshfield, MA
Assistant vice president & financial advisor

Peter Sgarzi Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeSales Manager

Experience & Education

Work

Company:
Morgan stanley - Hyannis, MA
Financial advisor
Company:
Equity services, inc - Braintree, MA
Investment advisor representative

Andra Arlington Plymouth, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerCertified Nurse AideNurseNurse PractitionerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceOperations ManagerFounding MemberAir Transportation WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Arlington Residential Management
Title:
Owner, Arlington Residential Management
Location:
Plymouth, Massachusetts
Industry:
Real Estate
Work history:
Arlington Residential Management Ownersince Mar 2011Sovereign Bank Commerical Relationship Manager (Business Banking)Feb 2009 - May 2009
Skills:
Property Management, Real Estate, Banking, Loans, Residential, Commercial Lending, Product...
Financial Advisor at Smith Barney

John Bellinger Plymouth, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorSchool PrincipalSchool AdministratorEducational ManagerAgentSales RepresentativeTeam MemberPedagoguePhysical Education ProfessorsSenior Online LeaderInternet Marketing ManagerWeb MarketerBachelor of ScienceMaster of EducationChief ExecutiveOperations ManagerMarketing Manager

Experience & Education

Position:
Principal at JB Partners, Independent Wholesaler and Consultant for Agent Recruiting and...
Title:
Independent Wholesaler & Consultant for Life Insurance & Annuity Professionals|Retirement Strategies Consultant
Location:
Plymouth, Massachusetts
Industry:
Insurance
Work history:
JB Partners Principalsince Jan 2007McIntire Associates LLC - Wilmington, MAIndependent Wholesaler and Consultant for Agent Recruiting and Developmentsince 2003
Skills:
Fixed Annuities, Long-term Care, Disability Insurance, Retirement, Life Insurance, Financial...
Internet Marketing for the Financial Advisor by AdvisorWorld

Paul Reid Plymouth, MA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantSales PersonSales RepresentativeClient Service OfficerBachelor of ScienceCustomer ServiceChief ExecutiveAdvisor

Experience & Education

Work

Company:
Bank of america - Cohasset, MA
Personal/business banker
Company:
Mcgee toyota & autofair honda- hanover - Plymouth, MA
Sales consultant

Skills

Computer Skills: Proficient in Microsoft Word, Excel, Power Point., Window XT, Adobe, &...

Lynn Washburn Plymouth, MA

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentBank ExaminerFinancial Compliance ExaminerAuditorCounselorAdvisorBusiness AdministratorBachelor of ScienceSales RepresentativeCorporate ExecutiveChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Commonwealth of ma
Bank examiner iii, division of banks
Company:
Oceanside mortgage group, inc - Providence, RI
Mortgage consultant

David Tarantino Plymouth, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccount ManagerDirectorOperations ManagerBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Bl trading, incorporated
Account manager
Company:
Retrofit technologies - Milford, MA
Director, sales operations

Matthew Morin Plymouth, MA

Professions & Specialties

Puchasing and Estimating ManagerVice PresidentSales DirectorChief ExecutiveSales ManagerRelationship ManagerAccount Service ManagerClient Service OfficerAdvisorCustomer ServiceOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Eastern bank wealth management - Boston, MA
Vice president, relationship manager
Company:
Columbia management - Boston, MA
Regional sales director, investment advisor division (iad) channel

Patricia Zikmund Plymouth, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeCertified Public AccountantAccounting BookkeeperBookkeeperSecretaryReceptionistFront Desk ClerkFront Office Receptionist

Experience & Education

Work

Company:
Kohl's
Company:
Comfort inn
Front desk agent

Kevin Canty Plymouth, MA

Professions & Specialties

Financial ConsultantBank TellerFinancial Services ProfessionalFinancial Services Sales AgentBankerJudicial InternLegal InternStudent LawyerSubstitute TeacherEducatorEducation ProfessionalInstructorJuris Doctor

Experience & Education

Work

Company:
Best buy
Inventory and merchandising specialist
Company:
Boston district and municipal court office - Boston, MA
Committee for public counsel services

Richard Grycz Plantsville, CT

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalAccounting ClerkTax PreparerIncome Tax PreparerAccount ManagerCertified AuditorFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperTax AccountantManagerOperations ManagerOffice AssistantLeaderOffice ClerkClerical SpecialistManagersAssistant Property ManagerProperty ManagerReal Estate ManagerSupplierConsumer Goods ProfessionalServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeCommodities ClerkBachelor of Science

Experience & Education

Position:
Accountant - Contract at Waste Management (Oakleaf)
Title:
Accountant - Contract at OAKLEAF Waste Management
Location:
Plantsville, Connecticut
Industry:
Accounting
Work history:
Waste Management (Oakleaf) Accountant - Contractsince Apr 2013PartyLite - Plymouth, MAFinancial Consultant - AccountantMar 2012 - Jun 2012

Phil Chandler Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Vice President Investment Services, Financial Advisor at Gage Wiley, Owner at Sea 5 Ventures
Title:
Vice President Investment Services, Financial Advisor @ Gage Wiley
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Gage Wiley - Plymouth, MassachusettsVice President Investment Services, Financial Advisorsince Feb 2012Sea 5 Ventures Ownersince Jul 1999

Katie Wholey Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgram AssistantAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare SupportPlannerTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsChief Administrative OfficerChief ExecutiveStudent WorkerSecretaryPsychology SpecialistRepresentativeChairpersonTreasurerManagement Team ExecutiveOperations ManagerFinancial OfficerFinancial ManagerTeaching FellowTeaching AssistantResearch AssistantResearcherSurvey ResearcherBachelor of ArtsCaptainPsychologistAthletesAccounting BookkeeperBookkeeper

Experience & Education

Position:
Disaster Program Assistant at Architecture for Humanity
Location:
Greater Boston Area
Industry:
Architecture & Planning
Work history:
Architecture for Humanity - San Francisco Bay AreaDisaster Program Assistantsince May 2013Beals and Thomas, Inc. - Plymouth, MAEnvironmental PlannerJan 2011 - Jun 2012
Languages:
Spanish
Intern/Personal Assistant to Financial Advisor at Baystate Financial Services

Rich Antonino Boston, MA

Professions & Specialties

Loan OfficerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentShow ProducerCaptainEntertainment ProfessionalEntertainerIce Hockey CoachSports Game CoachStudent Admissions ClerkAir Transportation WorkerClerical SpecialistAgentSales AgentSales RepresentativeBrand PlannerBrand RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveMarketing Manager

Experience & Education

Position:
Captain and Fishing Show Producer at Black Rose Fishing Charters
Location:
Greater Boston Area
Industry:
Entertainment
Work history:
Black Rose Fishing Charters - Green Harbor, Mass.Captain and Fishing Show Producersince Jan 2004Benchmark Mortgage - 26 Howland Street, Plymouth, Mass. 02360Loan OfficerJan 2013 - Jul 2013
Financial Advisor at Jefferson Pilot Financial

Jill Hopkins Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerChairpersonChief ExecutiveNon-ProfitAccounting ClerkCertified Public AccountantAccounting BookkeeperBookkeeperManagerChief Executive OfficerFinancial OfficerFinancial ManagerOperations ManagerCorporate ExecutiveVolunteerSupervisorManagersBachelor of ArtsBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Controller at Flexo Concepts, President at Greater Bridgewater Women of Today
Title:
Controller at Flexo Concepts
Location:
Greater Boston Area
Industry:
Printing
Work history:
Flexo Concepts - Plymouth, MAControllersince Jul 2013Greater Bridgewater Women of Today Presidentsince May 2012
Accounting and Financial Consultant at Instron

Katherine Jackson Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPhotographerOwnerChief ExecutiveSupporting MemberTeam MemberOperations ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner, Photographer at The Mirrored Image Photography
Title:
Photographer
Location:
Greater Boston Area
Industry:
Photography
Work history:
The Mirrored Image Photography - Plymouth, MAOwner, Photographersince Nov 2009Brown Brothers Harriman AssociateOct 2006 - Oct 2009
Financial Advisor at Various Brokerage Houses

Daniel Ryan Memphis, TN

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorApprenticeConstructionRecognitionManagersMarketing InternMarketing ProfessionalAdvertising Sales AgentCustomer ServiceClient Service OfficerRetail ProfessionalRetail SalespersonMaster of Business AdministrationBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Corporate Sales at Memphis Redbirds
Location:
Greater Memphis Area
Industry:
Higher Education
Work history:
Memphis Redbirds Corporate Salessince Jan 2013Wareham Gatemen - Wareham, MAGame OperationsMay 2012 - Sep 2012
Skills:
PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, Product Marketing,...
Financial Advisor at Merrill Lynch


Financial Consultants near Plymouth, MA020406080100BarnstableHinghamHyannisNew BedfordMarshfieldFalmouthEast BridgewaterPembrokeMarionRockland



Financial Consultants around Plymouth, MA

Abington  (2)
Barnstable  (100)
Carver  (1)
Centerville  (1)
Cohasset  (5)
Dennis  (1)
Duxbury  (5)
Fairhaven  (2)
Falmouth  (9)
Halifax  (2)
Hanover  (5)
Hanson  (3)
Hingham  (32)
Hyannis  (23)
Marion  (6)
Marshfield  (12)
Mattapoisett  (3)
Middleboro  (4)
New Bedford  (15)
Osterville  (3)
Pembroke  (6)
Rochester  (1)
Rockland  (6)
Sandwich  (2)
Scituate  (5)
Wareham  (2)
Whitman  (2)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (29)