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Financial Consultants in Maine

Financial Consultants in Portland, ME

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Here is a complete list of most professional Financial Consultants in Portland, ME.

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250 results found

Claire Masalin Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Business Administrator • Sales Manager • Operations Manager • Notary Public • Notary • Lawyers • Nurse • Nurse Practitioner • Sales Representative • Sales Executive

Experience & Education

Position:
Personal Financial Represntative at Allstate Financial
Title:
Personal Financial Representative at Allstate Financial
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Allstate Financial - Portland, Maine AreaPersonal Financial Represntativesince Jun 2011Ameriprise Financial Services Independent Associate Financial AdvisorJan 2009 - Jul 2011
Full Profile

Michelle Littlefield Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Founder • Founding Member • Chief Executive • Marketing Administrator • SEO Specialist • Advertising Professional • Web Marketer • Advertising Sales Agent • Editor • Blogger • Authoress • Author • Corporal • Managers • Non-Profit • Public Relations Professinal • Account Service Manager • Sales Representative • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Manager at University of New England, Founder and Editor at MomsinMaine.com, Financial...
Title:
Marketing Manager | Editor | Blogger
Location:
Portland, Maine Area
Industry:
Marketing and Advertising
Work history:
University of New England - Portland, MEMarketing Managersince May 2012MomsinMaine.com - Portland, MEFounder and Editorsince Jan 2012
Skills:
Social Media Marketing, Editing, Advertising, Copywriting, Marketing Communications, SEO, Writing,...
Financial Advisor
Full Profile

Michelle Mcneil-Brown Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper • Certified Public Accountant • Accounting Bookkeeper • Associate Professor • Lecturer • Postsecondary Teacher • Chief Executive Officer • Corporate Executive • Chief Executive

Experience & Education

Position:
Adjunct Professor at York County Community College, Accountant/Bookkeeper at Bentley's Saloon,...
Title:
Accountant and Certified QuickBooks ProAdvisor
Location:
Portland, Maine Area
Industry:
Accounting
Work history:
York County Community College - Wells, MaineAdjunct Professorsince Sep 2012Bentley's Saloon - Arundel, MaineAccountant/Bookkeepersince Mar 2012
Full Profile

Bill Overlock Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Finance and Accounting Specialist • Bookkeeper • Counselor • Advisor • Non-Profit • Board Member • Treasurer • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Vice President

Experience & Education

Position:
Consultant/Accountant/Financial Advisor at Financial Services, Executive at Government and...
Title:
Financial, Tax, Accounting Professional
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Financial Services Consultant/Accountant/Financial Advisorsince 2005Government and Community Organizations Executivesince 2005
Skills:
Accounting, Managerial Finance, Financial Analysis, Internal Controls, Financial Accounting
Certifications:
CPA, New York State
Certified QuickBooks ProAdvisor, Intuit
Full Profile

Michelle Mccarter Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant IV - Corporate Tax at Unum
Location:
Portland, Maine Area
Industry:
Accounting
Full Profile

Heather Keast Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Advisor • Psychologist • Psychology Specialist • Tax Accountant • Business Administrator • Student Worker • Partner • Chief Executive • Operations Manager • Human Resources Specialist • Recruitment • Bachelor of Science • Lawyers

Experience & Education

Position:
HUD Certified Financial Counselor II at Money Management International, Real Estate Broker at...
Title:
Financial Services, Mutual Fund and Stock Market Investments, Tax Prep and Planning, Real Estate Services and Analysis
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Money Management International HUD Certified Financial Counselor IIsince Sep 2009Century 21 Real Estate Brokersince Sep 2007
Languages:
German
Full Profile

Salvatore Bonetti Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Human Resources Specialist • Recruitment • Master of Science • Non-Profit

Experience & Education

Position:
Race Co-Director at St Peter's 4-Mile Road Race, Vice President at Holy Name Society at St....
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
St Peter's 4-Mile Road Race Race Co-Directorsince Apr 2010Holy Name Society at St. Peter's Vice President
Skills:
Manage Investment Portfolios, Manage Employer Retirement Plans
Financial Advisor at Morgan Stanley
Full Profile

Jim Oclair Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Manager • Operations Manager • SalesForce Administrator • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince 2007Pella Windows and Doors Sales ManagerOct 1998 - Mar 2007
Full Profile

Clint Strout Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Management Consultant • Coordinator • Management Analyst • Analysts • Managers • School Principal • School Administrator • Educational Manager • Chief Executive • Recruitment

Experience & Education

Position:
Principal at Client Performance Solutions, LLC, Consulting Services Coordinator at Manufacturers...
Title:
Management Consultant & Business Financial Advisor
Location:
Portland, Maine Area
Industry:
Management Consulting
Work history:
Client Performance Solutions, LLC Principalsince Sep 2009Manufacturers Association of Maine Consulting Services Coordinatorsince 2009
Skills:
Management Consulting, Strategic Planning, Performance Management, Coaching, Mentoring, Cost...
Full Profile

Stephen Jordan Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Co-Founder • Corporate Executive • Chief Executive • Founder • Founding Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Recognition • Non-Profit • Information Technology Specialist • IT Specialist

Experience & Education

Position:
CEO & Co-Founder at Benevoltek, Inc.
Title:
CEO & Co-founder, Benevoltek, Inc.
Location:
Portland, Maine Area
Industry:
Information Technology and Services
Work history:
Benevoltek, Inc. CEO & Co-Foundersince Jul 2009Merrill Lynch Senior Financial AdvisorSep 1994 - Mar 2009
Full Profile

Marianne Stover Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Science • Bachelor of Arts • Compliance Manager • Marketing Manager • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Candidate for M.S. at Muskie School of Public Service
Title:
Muskie School of Public Service
Location:
Portland, Maine Area
Industry:
Public Policy
Work history:
Muskie School of Public Service Candidate for M.S.since Jan 2010Morgan Stanley Smith Barney Financial AdvisorJan 2006 - Jan 2009
Full Profile

Mike Caiazzo Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Accounting Bookkeeper • Bookkeeper • Master of Science

Experience & Education

Position:
Account Manager at Stone Coast Fund Services
Location:
Portland, Maine Area
Industry:
Accounting
Work history:
Stone Coast Fund Services Account Managersince Jan 2008Morgan Stanley Financial AdvisorJan 2007 - Feb 2008
Full Profile

Liz Winfeld Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Partner • Chief Executive

Experience & Education

Position:
Financial Advisor, Accredited Asset Management Specialist (AAMS) at RBC Wealth Management
Title:
Financial Advisor at RBC Wealth Management
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Based in Portland, ME - Work everywhere!Financial Advisor, Accredited Asset Management Specialist (AAMS)since Jan 2011Common Ground Consulting PrincipalJan 1993 - Apr 2011
Skills:
Leadership Development, Training, Employee Benefits, Divorce, Strategic Financial Planning,...
Full Profile

Grey Terry Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Counselor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Sales Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Advisor with the Simmons Wilkes Team at High Tower Advisors, Chartered Retirement...
Title:
Wealth Advisor to Business Owners and Individuals / Retirement Income Planning / Divorce Planning
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
High Tower Advisors Financial Advisor with the Simmons Wilkes Teamsince Feb 2011High Tower Advisors Chartered Retirement Planning Counselorsince Feb 2011
Skills:
Income Planning, Retirement Plans, Wealth Preservation, IRA's, Financial Planning, Retirement...
Full Profile

Theodore Dey Portland, ME

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant - RBC Wealth Management
Location:
Portland, Maine Area
Industry:
Investment Management
Full Profile

Ted Dey Portland, ME

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant - RBC Wealth Management
Location:
Portland, Maine Area
Industry:
Investment Management
Full Profile

Todd Cesca Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Project Managers

Experience & Education

Position:
Relationship Manager at Charter Oak Capital Management
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Charter Oak Capital Management - Portland, MaineRelationship Managersince Mar 2002Morgan Stanley - Portland, MaineFinancial Advisor2000 - 2002
Skills:
Financial Planning, Research, Economics, Investments, Chartered Retirement Planning Counselor
Certifications:
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Stefanie Hutchinson Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Living Wealth Partners, Financial Advisor at Life Solutions Group
Title:
Financial Advisor at Living Wealth Partners
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Living Wealth Partners - Portland, Maine AreaFinancial Advisorsince Jan 2012Life Solutions Group Financial Advisorsince Jun 2011
Full Profile

Robert Macmath Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor

Experience & Education

Work

Company:
People's securities, inc
Financial advisor/registered representative
Company:
Bancnorth investment group - Portland, ME
Financial advisor/registered representative
Full Profile

Diane Newman Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Agent • Sales Representative • Moderator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Event Manager • Sales Manager

Experience & Education

Position:
Chartered Financial Consultant, Certified Advisor for Senior Living at Diane Newman State Farm,...
Title:
Chartered Financial Consultant, Certified Advisor for Senior Living at Diane Newman State Farm
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Diane Newman State Farm Chartered Financial Consultant, Certified Advisor for Senior Livingsince Aug 1993State Farm - Read St at Forest Ave. Portland, MaineAgentsince 1993
Skills:
Property & Casualty Insurance, Insurance, Health Insurance, Term Life Insurance, Life...
Full Profile

Jonathan Hiltz Portland, ME

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Chief Executive

Experience & Education

Position:
Financial Planner of New England Securities Corp. at Baystate Financial Services
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Baystate Financial Services Financial Planner of New England Securities Corp.since Jul 2007The MONY Group Financial ConsultantDec 2003 - Jul 2007
Full Profile

Keith Denecker Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Insurance agent • Advisor • Sports Trainer • Sports Trainers • Bachelor of Science • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Aaa insurance
Insurance agent
Company:
Jp morgan chase
Financial advisor

Skills

Word, Excel and Powerpoint; Excellent Presentation Skills; Hold Series 7 & 66 Licenses; Hold...
Full Profile

David Robinson Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor & Managing Member at Robinson Smith Wealth Advisors, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Robinson Smith Wealth Advisors, LLC - Portland MaineWealth Advisor & Managing Membersince Feb 2013Robinson Financial Associates Senior Financial AdvisorJan 1995 - Feb 2013
Full Profile

George Fredette Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at First Allied Securities
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
First Allied Securities Financial Advisor
Full Profile

Dave Deprey Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Manager

Experience & Education

Title:
Senior Financial Consultant at Wellpoint, Inc.
Location:
Portland, Maine Area
Industry:
Insurance
Full Profile

Dave Deprey Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Wellpoint, Inc.
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Wellpoint, Inc. Senior Financial Consultant
Full Profile

Stan Thims Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wealth Planning
Location:
Portland, Maine Area
Industry:
Architecture & Planning
Work history:
Wealth Planning Financial Advisor
Full Profile

Greg Unfricht Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Unum
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Unum Financial Consultant
Full Profile

Lee-marie Brown Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Unum
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Unum Financial Consultant
Full Profile

Darel Swindler Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
SR Financial Consultant at WellPoint
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
WellPoint SR Financial Consultant
Full Profile

Tommy Edgar Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Ameriprise Financial
Location:
Portland, Maine Area
Industry:
Investment Management
Full Profile

John Duffy Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Managing Partner- Financial Consultant at Duffy Anderson Investment Maangement
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Duffy Anderson Investment Maangement Managing Partner- Financial Consultant
Full Profile

Elliott Hill Portland, ME

Professions & Specialties

Financial Consultant • Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Financial Specialist

Experience & Education

Position:
Financial Advisor at McDermott Investment Advisors
Title:
Financial Advisor
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
McDermott Investment Advisors - Portland, Maine AreaFinancial Advisorsince Aug 2012Dell'Olio & Associates LLC Financial AdvisorJun 2009 - Mar 2012
Full Profile

Maria Quatrano Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Mainehealth
Financial counselor
Company:
Eddies variety
Store cleark
Full Profile

Zachary Burd Portland, ME

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor | Business Financial Advisor, CRPC, CLTC at Burd & Dalessandro, A financial...
Title:
Financial Advisor, CFP®, CRPC, CLTC at Ameriprise Financial Advisors
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Burd & Dalessandro, A financial advisory practice of Ameriprise Financial Services, Inc. Financial Advisor | Business Financial Advisor, CRPC, CLTCsince Sep 2003Ameriprise Financial ManagerJun 2006 - Dec 2007
Full Profile

Kyle Powers Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Measured Wealth Private Client Group, Officer at US Navy Reserves
Title:
Financial Advisor at Measured Wealth Private Client Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Measured Wealth Private Client Group - Portsmouth, NHFinancial Advisorsince Mar 2013US Navy Reserves - Newport, Rhode IslandOfficersince Jul 2009
Full Profile

Billy Calvert Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at RBC Capital Markets
Location:
Portland, Maine Area
Industry:
Investment Banking
Full Profile

Carol Taylor Portland, ME

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Independent Contractor • Contractor • Financial Manager • Vice President • Chief Executive • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
CUNA Mutual Group Financial Advisorsince Feb 2011Certified Financial Planner Financial AdvisorNov 2010 - Feb 2011
Full Profile

Colin Baier Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Counselor • Advisor • Bachelor of Arts • Computer Software Professional • Software Developers • Chief Executive

Experience & Education

Position:
Financial Advisor at Androscoggin Bank
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Androscoggin Bank Financial Advisorsince Aug 2009UBS Wealth Management Financial AdvisorOct 2007 - May 2009
Skills:
Investments, Insurance, Investment Advisory, Portfolio Management, Series 7, Retirement Planning,...
Full Profile

James Nylund Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Title:
Financial Advisor
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Portland, Maine AreaFinancial Advisorsince Jan 2013WGME-TV / Sinclair Broadcast Group Senior Account ExecutiveApr 2010 - Jan 2013
Skills:
Time Management, Finance, Investments, Account Management, Budgets
Full Profile

Willie Calvert Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at RBC Capital Markets
Location:
Portland, Maine Area
Industry:
Investment Banking
Full Profile

Gary Bergeron Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor , Financial Planning Specialist at Morgan Stanley
Title:
Financial Planning Specialist | Financial Advisor at Morgan Stanley
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor , Financial Planning Specialistsince Jul 2009L.L. Bean Merchandising Manager / Strategic PlanningFeb 2008 - Jun 2009
Certifications:
Series 7
Series 66
Full Profile

Christopher Shelton Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Analyst • Team Member • Analysts • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Portland, Maine
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Portland, Maine AreaFinancial Advisorsince Dec 2012Bellview Associates, LLC Associate AnalystAug 2011 - Nov 2012
Skills:
Wealth Management Services, Risk Management, Financial Analysis, Relationship Management,...
Certifications:
Series 7, Financial Industry Regulatory Authority (FINRA)
Series 65, Financial Industry Regulatory Authority (FINRA)
Full Profile

Doug Jones Kennebunk, ME

Professions & Specialties

Commercial Lender • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Agent • Sales Representative • Health Support Worker • Healthcare Support

Experience & Education

Position:
Vice President Business Banking at Peoples United Bank
Title:
Vice President Commercial Lending at Peoples United Bank
Location:
Kennebunk, Maine
Industry:
Banking
Work history:
Peoples United Bank Vice President Business Bankingsince Apr 2002Solomon Smith Barney - Portland MEFinancial ConsultantApr 2001 - Mar 2002
Full Profile

Chad Schuman Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Organization Management • Non-Profit • Vice President • Management Team Executive • Operations Manager • Chief Executive • Psychologist • Student Worker • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Robert W. Baird & Co.
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Portland, Maine AreaFinancial Advisorsince Feb 2013Wells Fargo Advisors, LLC - Portland, Maine AreaFinancial AdvisorNov 2003 - Feb 2013
Full Profile

Dana Ricker Portland, ME

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:
Vice President - Financial Advisor/Financial Planning Specialist at The Portland Harbor Group at...
Title:
Morgan Stanley Smith Barney
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
The Portland Harbor Group at Morgan Stanley Smith Barney - Portland, Maine AreaVice President - Financial Advisor/Financial Planning Specialistsince Apr 1996Johnson & Johnson Senior Sales Representaive at Ethicon a Division of JNJJan 1988 - Mar 1996
Skills:
Retirement Planning, Wealth Management, Financial Planning, Asset Allocation, Investments, Mutual...
Full Profile

Elizabeth Beers Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Wellness and Fitness

Experience & Education

Position:
Financial Counselor at Mccm
Location:
Portland, Maine Area
Industry:
Health, Wellness and Fitness
Work history:
Mccm Financial Counselor
Full Profile

Richard Cfp Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Baker • Operations Manager • Management Team Executive • Financial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Portland, Maine Area
Industry:
Financial Services
Skills:
Retirement Planning, 401(K) Rollovers, Portfolio Advice and Management, Qualified Plans, Saving for ...
Full Profile

Mike Manos Portland, ME

Professions & Specialties

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

Experience & Education

Position:
Financial Services Rep at TD
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
TD - Kennebunk, MEFinancial Services Repsince Sep 2012Financial Firm Financial AdvisorMar 2012 - Nov 2012
Full Profile

Jonathan Singer Portland, ME

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Advisor

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Dec 2003Morgan Stanley Dean Witter Financial AdvisorAug 2000 - Dec 2003
Full Profile


Financial Consultants near Portland, ME0714212835LewistonBiddefordSacoScarboroughKennebunkWestbrookOld Orchard BeachKennebunkportHollis CenterFreeport