Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Rhode Island

Financial Consultants in Providence, RI

Find a professional & check records

Here is a complete directory of most local Financial Consultants in your town.

The Trustoria Professional Directory gives people all the professional records needed to discover the right Financial broker for any need.

Be sure to research other regions near Providence, RI to locate the names of more service providers.

250 results found

Lisa D'aniello Providence, RI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Director • Senior Manager • Partner • Operations Manager • Marketing Manager • Financial Manager • Chief Executive • Advisor • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Director at Fidelity Financial Advisor Solutions (FFAS) ♦
Title:
Director, Marketing Planning and Administration at Fidelity Investments
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Financial Advisor Solutions (FFAS) ♦ - Smithfield, RIDirectorsince 2011Fidelity Investments Institutional Services (FIIS) ♦ - Smithfield, RISenior Manager2009 - 2011
Skills:
Project Management, Mutual Funds, Vendor Management, PMO, Market Research, Cross-functional Team...
Full Profile

Keith Anderson Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst

Experience & Education

Position:
Financial Consultant at MetLife
Location:
Providence, Rhode Island Area
Industry:
Insurance
Work history:
MetLife Financial Consultantsince Mar 2011MetLife Senior Financial AnalystMar 2010 - Mar 2011
Full Profile

Marta Trujillo Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Counselor at Women and Infants Hospital
Location:
Providence, Rhode Island Area
Industry:
Accounting
Full Profile

Greg Mozzi Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Chief Executive • Operations Manager • Agent • Sales Representative • Nurse • Nurse Practitioner • Managers

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Financial Advisorsince 2008JOHN HANCOCK LONG TERM CARE INSURANCE Marketing DirectorDec 2006 - Dec 2008
Skills:
Life Insurance, Long Term Care and Annuities
Full Profile

Andrew Shuster Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Computational Scientist • Computer Scientists • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Private Equity at Ralph Shuster Inc.
Title:
Venture Capital and Private Equity
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Ralph Shuster Inc. - Providence, RIPrivate Equitysince Oct 2011Oceanstate Financial Services - East Providence, RiFinancial AdvisorOct 2010 - Oct 2011
Skills:
Financial Analysis, Retirement Planning
Full Profile

Michael Graziano Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
AXA Advisors - Cranston, RIFinancial Consultantsince Jul 2009Fidelity Investments Sr. Regional Investment Consultant/WholesalerJun 2005 - Mar 2009
Skills:
Mutual Funds, Investments, Retirement Planning, Retirement, Securities, Financial Services, Fixed...
Certifications:
MBA, Providence College
CRPC, College of Financial Planning
Full Profile

Jane Isaac Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Senior Manager • Operations Manager • Information Technology Specialist • SalesForce Administrator • IT Specialist • Database Administration Professional • Database Administrator • Advisor • Customer Service • Client Service Officer • Vice President • Chief Executive • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Global Sales Operations at Giftango, an InComm company
Location:
Providence, Rhode Island Area
Industry:
Information Technology and Services
Work history:
Giftango, an InComm company - Portland, ORDirector, Global Sales Operationssince Apr 2013Cadalys - United StatesSenior ManagerAug 2011 - Apr 2013
Skills:
Salesforce.com, Sales Operations, Data Migration, Business Process, Cross-functional Team...
* Nationwide financial advisor services company
Full Profile

Kim Crespi Providence, RI

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Operations Manager • Marketing Manager • Sales Representative • Field Marketing Specialist • Marketing Administrator

Experience & Education

Title:
Sr. Financial Advisor at Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Senior Financial AdvisorMay 2006 - Apr 2013Stanford Group Company Sr. Vice President - Equity Sales TraderMay 2004 - Apr 2006
Full Profile

Mogahed Ibrahim Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Student at CFA Institute, Business Professional at Morgan Stanley, Financial Advisor (wealth...
Title:
Financial Advisor (wealth Management)
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
CFA Institute Studentsince Dec 2011Morgan Stanley - Providence, Rhode Island AreaBusiness Professionalsince Oct 2011
Full Profile

Michael Aragao Providence, RI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Chief Executive • Operations Manager • Financial Manager • Advisor • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
President/Chief Investment Advisor at M.W. ARAGAO Investment Advisors, LLC
Title:
President/Portfolio Manager - M.W. ARAGAO Investment Advisors, LLC
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
M.W. ARAGAO Investment Advisors, LLC President/Chief Investment Advisorsince Sep 2003Waddell & Reed Financial AdvisorApr 2001 - Sep 2003
Skills:
Risk Management, Technical Analysis, Investments, Asset Management, Financial Planning, Tax,...
Full Profile

James Cuoco Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Customer Service Representative • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor Global Wealth Management at Merrill Lynch
Title:
Financial Advisor - Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Merrill Lynch Financial Advisor Global Wealth Managementsince Jan 2007Merck/Schering-Plough Pharmaceuticals Regional Sales and Marketing MgrJan 2007 - Mar 2009
Languages:
Italian
Full Profile

Lanny Lo Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Systems Analyst • Systems Analyst • IT Analyst • Advisor • Business Administrator • Management Analyst • Analysts • Master of Business Administration • Operations Manager • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Systems Analyst at Fidelity Investments
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Fidelity Investments - Smithfield, RISenior Systems Analystsince Mar 2013RBS Citizens Group Solution Architect IIOct 2012 - Mar 2013
Senior Systems Analyst in the Fidelity Financial Advisor Solutions,FFAS,Web Technologies'..
Full Profile

Michael Graziano Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
AXA Advisors - Cranston, RIFinancial Consultantsince Jul 2009Fidelity Investments Sr. Regional Investment Consultant/WholesalerJun 2005 - Mar 2009
Certifications:
MBA, Providence College
CRPC, College of Financial Planning
Full Profile

Paul Velho Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Butler • Analyst • Counselor • Personal Care Aide • Analysts • Advisor • Hospital Care Professional • Certified Pharmacy Technician • Health Professional • Health Practitioner • Druggist • Pharmacist • Master of Education • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Chief Executive • Marketing Manager • Operations Manager • Property Manager • Real Estate Manager • Customer Service

Experience & Education

Position:
Patient Financial Counselor at Butler Hospital
Location:
Providence, Rhode Island Area
Industry:
Hospital & Health Care
Work history:
Butler Hospital Patient Financial Counselorsince Aug 2005Partners HealthCare Revenue Integrity Analyst, SrApr 2010 - Sep 2010
Skills:
Advanced fluency in Microsoft Excel, Access, and PowerPoint
Full Profile

Mike Jilling Providence, RI

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 • Financial Manager • Management Team Executive • Operations Manager • Master of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Consultant at Citizens Investment Services
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Citizens Investment Services Financial Consultantsince Dec 2009Merrill Lynch Financial AdvisorAug 2005 - Dec 2009
Full Profile

Brian Quimby Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Account Manager at Eastern Industrial Automation
Location:
Providence, Rhode Island Area
Industry:
Industrial Automation
Work history:
Eastern Industrial Automation Account Managersince Dec 2011Morgan Stanley Smith Barney Financial AdvisorNov 2007 - Oct 2010
Full Profile

Derek Doo Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Financial Director • Board Member • Chief Executive • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Counselor • Advisor • Representative • Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:
Partner and CFO at The Virtus Group, Trustee and Advisory Board Member at Walpole Technology and...
Title:
Partner and CFO at The Virtus Group
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
The Virtus Group Partner and CFOsince May 2001Walpole Technology and Innovation Foundation Trustee and Advisory Board Membersince May 2001
Skills:
401k, Qualified Retirement Plans, Mutual Funds, Investment Management, SEC filings, Strategic...
Comprehensive LPL Financial Advisor and Retirement Plan Professional..
Full Profile

Jamie Cuoco Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Customer Service Representative • Client Service Officer • Customer Service

Experience & Education

Title:
Financial Advisor - Merrill Lynch
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Crystal Alston Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Program Assistant • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Psychology Specialist • Psychologist • Systems Support Specialist • Support Specialists • Data Scientist

Experience & Education

Work

Company:
Well fargo financial advisors - Middletown, RI
Financial advisor assistant
Company:
East bay community action program - Riverside, RI
Heating and energy assistant
Full Profile

Amy Walsh Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive Officer • Financial Director • Chief Executive • Corporate Executive • Financial Officer • Financial Manager • Client Manager • Client Service Officer • Advocate • Jurist • Legal Counsel • Performer • Customer Service

Experience & Education

Position:
Vice Chair at The Welcome House of South County, Vice President, Senior Client Manager at Bank of...
Title:
Vice President, Senior Client Manager, Bank of America
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
The Welcome House of South County - South Kingstown, RIVice Chairsince Sep 2012Bank of America Merrill Lynch - Providence, Rhode Island AreaVice President, Senior Client Managersince Apr 2011
Skills:
Corporate Finance, Marketing, Sales, Networking, Commercial Lending, Small Business Lending, Loans, ...
* Primary bank advocate and key financial advisor for the client
Full Profile

David Redmond Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Sales Person • Sales Representative • Leader • Managers • Chief Executive • Recruitment

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Providence, Rhode Island AreaFinancial Advisorsince Aug 2012Paychex - East Providence, RIPAYCHEX: Pre-tax and Retirement Sales ConsultantNov 2010 - Aug 2012
Full Profile

Joseph Obrien Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Senior Financial Consultant at Accounting Management Solutions
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Accounting Management Solutions Senior Financial Consultant
Full Profile

Robert Bourgault Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at J.P. Morgan
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
J.P. Morgan Financial advisor
Full Profile

Stuart Peterson Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at JP Morgan Securities
Title:
Financial Advisor at JPMorgan Securities
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
JP Morgan Securities - Providence, Rhode IslandFinancial Advisorsince Jun 2008
Full Profile

Stephen Plante Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Erik Deneault Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative

Experience & Education

Position:
Branch Owner (RI) at Ridgeway and Conger Inc.
Title:
Owner, Orchard Lane Energy LLP, Owner Ridgeway and Conger Inc./ Financial Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ridgeway and Conger Inc. Branch Owner (RI)since Oct 2007Orchard Lane Energy LLP Owner2007 - Jul 2008
Full Profile

Christopher Johnson Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wachovia Securities
Location:
Providence, Rhode Island Area
Industry:
Investment Banking
Work history:
Wachovia Securities Financial Advisor
Full Profile

Teresa Shumila Providence, RI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Full Profile

Brandon Cooke Providence, RI

Professions & Specialties

Banker • Teller • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Field Representative • Compliance Officer • Apprentice • Security • Building Custodian • Supporting Member • Cleaners • Team Member • Director • Operations Manager • Notary • Lawyers • Student Worker

Experience & Education

Position:
Senior Personal Banker at Citizens Bank
Location:
Providence, Rhode Island Area
Industry:
Sports
Work history:
Citizens Bank Senior Personal Bankersince Mar 2011Premium Retail Services Field RepresentativeDec 2009 - Jan 2012
Skills:
Cpr Certified, Microsoft Office, PowerPoint, Event Planning, Customer Service, Notary Public
Full Profile

Jeffrey Boichat Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Inside Sales Representative • Sales Representative • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Inside Sales Representative at APC-MGE
Title:
Inside Enterprise Account Manager
Location:
Providence, Rhode Island Area
Industry:
Information Technology and Services
Work history:
APC-MGE Inside Sales Representativesince Oct 2009Ameriprise Financial Financial AdvisorJun 2008 - Sep 2009
Skills:
Insurance, Banking, Financial Planning, Series 7, Customer Service, Retirement Planning,...
Full Profile

Paula Cavallaro Providence, RI

Professions & Specialties

Banking Professional • Financial Consultant • Teller • Financial Services Professional • Financial Services Sales Agent • Counselor • Security • Advisor • Chief Administrative Officer • Chief Executive

Experience & Education

Title:
Banking Professional
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Citizens Bank - Providence, Rhode Island AreaTrust AdministratorMar 2004 - Nov 2010Merrill Lynch - Providence, Rhode Island AreaConsultant AssistantMar 2000 - Nov 2002
Full Profile

John Kennedy Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at Adviser Investments
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Adviser Investments Vice Presidentsince May 2009Merrill Lynch Financial AdvisorMar 2008 - Feb 2009
Full Profile

Jim Togher Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Mass Mutual
Location:
Providence, Rhode Island Area
Industry:
Investment Banking
Full Profile

John Kuzmiski Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Accounting/Financial Consultant at Tower and Randolph
Title:
Accounting/Financial Consultant, Tower and Randolph
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Tower and Randolph Accounting/Financial Consultantsince May 2009Central Falls, RI Finance DirectorOct 2002 - Apr 2009
Full Profile

Rob Bourgault Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
financial advisor at J.P. Morgan
Location:
Providence, Rhode Island Area
Industry:
Banking
Full Profile

Riley Lamson Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Global Equity Advisors
Location:
Providence, Rhode Island Area
Industry:
Environmental Services
Work history:
Global Equity Advisors Financial Advisor
Full Profile

Marta Trujillo-bencomo Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Preparer • Tax Accountant • Volunteer • Non-Profit • Translator • Bilingual Communications Specialist • Linguist • Language Specialist

Experience & Education

Position:
Financial Counselor at Women and Infants Hospital
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
Women and Infants Hospital Financial Counselorsince Jan 2011Federal Hill House, Providence, RI Tax PreparerJan 2010 - Apr 2010
Full Profile

Joanne Daly Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President/Financial Advisor at UBS Financial Services Inc.
Title:
Vice President-Wealth Management/Financial Advisor at Daly Wealth Management of UBS Financial Services Inc.
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
UBS Financial Services Inc. Vice President/Financial Advisorsince 2007Smith Barney Financial Advisor2004 - 2007
Full Profile

Thomas Schmidt Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Vice President, Senior Financial Advisor, Retirement Income Planner, CRPC® at Merrill Lynch
Title:
Vice President, Merrill Lynch Global Wealth Management, Retirement Income Planner, CRPC®
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch - Providence Rhode Island & Wellesley Hills MassachusettsVice President, Senior Financial Advisor, Retirement Income Planner, CRPC®since Jun 2008Morgan Stanley - Greater Boston AreaFinancial AdvisorJan 2001 - Jun 2008
Full Profile

Cheryl Moretti Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Master of Science • Property Manager • Real Estate Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Staff Accountact, CPA at YKSM CPAs
Title:
Sr. Finance & Accounting Professional
Location:
Providence, Rhode Island Area
Industry:
Accounting
Work history:
YKSM CPAs Senior Staff Accountact, CPAsince Mar 2010Morgan Stanley Smith Barney Financial AdvisorFeb 2010 - Jan 2011
Full Profile

Sergey Kolker Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Regional Investment Consultant at Fidelity Investments
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments Regional Investment Consultantsince Feb 2012Morgan Stanley Smith Barney - Greater Boston AreaFinancial AdvisorApr 2010 - Feb 2012
Full Profile

Cameron Allen Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at New York Life Registered, Financial Services Professional at New York Life...
Title:
Financial Services Professional at New York Life Insurance Company
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
New York Life Registered - Providence, Rhode Island AreaFinancial Advisorsince Jan 2010New York Life Insurance Company Financial Services Professionalsince Dec 2009
Full Profile

Stephen Vachon Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Investors Capital Advisory, Financial Advisor at Investors Capital
Title:
Financial Advisor at Investors Capital
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Investors Capital Advisory Financial Advisorsince 2007Investors Capital Financial Advisorsince Feb 2003
Skills:
Financial Services, Securities, Finance, FINRA, Series 7, Retirement Planning, Mutual Funds, Wealth ...
Full Profile

David Wright Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Senior Vice President - Wealth Management at Morgan Stanley
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisor - Senior Vice President - Wealth Managementsince Jun 1998Hoyt Corporation/Westport Environmental Systems President/ Vice President FinanceJun 1994 - Jun 1998
Certifications:
Certificate in Financial Planning, Bryant University
Full Profile

Joseph Tamburini Providence, RI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President, Portfolio Manager at Morgan Stanley Wealth Management
Title:
Senior Vice President, Financial Advisor at Morgan Stanley Wealth Management
Location:
Providence, Rhode Island
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Providence, RISenior Vice President, Portfolio Managersince Apr 1998Hambrecht & Quist - Boston, MASenior VP, Financial Advisor1993 - 1998
Full Profile

Victor Alibrandi Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Alibrand Flaherty Group,Financial Advisor; Merrill Lynch Wealth Mangement at Merrill Lynch Wealth...
Title:
Senior Vice President; Financial Advisor; Merrill Lynch Wealth Management
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Managemnet Alibrand Flaherty Group,Financial Advisor; Merrill Lynch Wealth Mangementsince 2009Morgan Stanley Senior Vice President/ Financial Advisor former Branch ManagerJan 1994 - Sep 2005
Full Profile

Michael Costello Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Associate Financial Advisor
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - East Providence, RIFinancial Advisorsince Apr 2011Milhench Supply Company - New Bedford, MASales RepresentativeMay 2007 - Feb 2011
Full Profile

Bill Mckiernan Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Property Manager • Real Estate Manager • Mathematician

Experience & Education

Position:
Client Manager at Fidelity Investments
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments Client ManagerMorgan Stanley Financial Advisor2001 - 2005
Full Profile

David Macdonald Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorU.S Navy OfficerMay 1990 - Jun 2009
Full Profile

John Damiano Providence, RI

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Operations Manager • Vice President • Chief Executive

Experience & Education

Position:
Tax and Financial Consultant at Damiano CPA / Gladewater National Bank / Ameriprise Financial...
Title:
Tax & Financial Consulting at Damiano CPA / Gladewater National Bank / Ameriprise Financial Services
Location:
Providence, Rhode Island Area
Industry:
Banking
Work history:
Damiano CPA / Gladewater National Bank / Ameriprise Financial Services Tax and Financial Consultantsince Jun 2012Damiano CPA, LLC Tax and Financial Consultantsince Jun 2012
Skills:
Mortgage Lending, CRM, Management, Business Development, Finance, Operations Management, Sales,...
Full Profile


Financial Consultants near Providence, RI0714212835WarwickSmithfieldCranstonEast ProvidenceMansfieldFranklinFall RiverNorth KingstownNorth AttleboroWoonsocket