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Financial Consultants in Massachusetts

Financial Consultants in Quincy, MA

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52 results found

Jesse Beer Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Manager • Board Member • Operations Manager • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Cardiologist • Surgical Specialist • Customer Service

Experience & Education

Position:
Client Relationsip Manager at State Street Bank
Title:
Client Relationship Manager at State Street Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
State Street Bank - Quincy, MAClient Relationsip Managersince Jan 2011Uphill Journeys - Portland, Maine AreaFinancial ConsultantJan 2011 - Aug 2012
Full Profile

Mark Tsigounis Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Ensign (O-1), Supply Corps at US Navy Reserve, Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
US Navy Reserve - Quincy, MAEnsign (O-1), Supply Corpssince Nov 2011Merrill Lynch Financial Advisorsince Feb 2011
Full Profile

David Quintal Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Collector • Repossessor • Collections Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Accounts Receivable • Tax Preparer • Tax Accountant • Sales Representative • Sales Agent • Inside Sales Representative • Equipment Tools Purchasing Agent • Client Service Officer • Supplier • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Customer Service • Advisor • Business Administrator • Bachelor of Science • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Insurance Based Financial Advisor at Mutual of Omaha
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Mutual of Omaha - Quincy, MAInsurance Based Financial Advisorsince May 2013Edward Jones - Salem NHFinancial AdvisorApr 2012 - 2013
Skills:
General Securities Representative (Series 7), Life Insurance Producers License (NH & MA),...
Languages:
English, Spanish
Full Profile

Matthew Prichard Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Independent Contractor • Advisor • Contractor • Model • Independent Business Owners • Building Inspector • Guide • Inspector • Tour Guide • Master of Business Administration • Information Technology Specialist • Software Developers • IT Specialist • Financial Officer • Financial Manager • Project Managers

Experience & Education

Position:
Self-Employed Financial/Business Consultant at BCBSNC
Title:
Financial/Business Consultant at BCBSNC
Location:
Greater Boston Area
Industry:
Medical Devices
Work history:
BCBSNC - Durham, NCSelf-Employed Financial/Business Consultantsince Jan 2013Thomson Reuters - North Quincy, MASelf-Employed Financial/Business ConsultantJun 2012 - Oct 2012
Skills:
Business Process Improvement, Process Improvement, Management Consulting, Financial Modeling,...
Full Profile

Brian Foley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager • Investor • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Managing Director at Lighthouse Capital, LLC
Title:
Managing Director - Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lighthouse Capital, LLC - Quincy, MAManaging Directorsince Oct 2012Bay Colony Partners - Woburn, MAAssociate Wealth Manager, Retirement Plan SpecialistAug 2010 - Oct 2012
Full Profile

Erin Polselli Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Team Member • Advisor • Analysts • Admiral • Computer Software Professional • Application Analyst • Programmer • Computer Programmer • Software Developers • Chief Administrative Officer • Chief Executive • IT Specialist • Customer Service • Health Professional • Health Practitioner

Experience & Education

Position:
Admin/Financial/Clinical Medical Software Consultant at HSM Consulting
Title:
HIS/Clinical/ELR/Financial Consultant at HSM Consulting
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
HSM Consulting - Quincy, MAAdmin/Financial/Clinical Medical Software Consultantsince Nov 2010MEDITECH - Canton, MAMedical Record/Administrative/Quality-Risk Management Software AnalystJan 2006 - Nov 2010
Full Profile

Virginia Wong Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Apprentice • Office Assistant • Office Clerk • Clerical Specialist • Student Worker • Construction • Advisor • Sales Agent • Agent • Consumer Goods Professional • Commodities Clerk • Legal Aide • Paralegal • Chief Administrative Officer • Chief Executive • Master of Business Administration • Bachelor of Science • Master of Science • Accounting Bookkeeper • Bookkeeper • Sports Game Coach

Experience & Education

Title:
Private Wealth Management Intern at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
Morgan Stanley Wealth Management - Waltham, MAPrivate Wealth Management InternFeb 2012 - May 2013Bentley University - Waltham, MAWomen's Volleyball Office AssistantSep 2008 - May 2012
Skills:
Investments, Mutual Funds, Microsoft Excel, Fixed Income, Financial Analysis, Financial Modeling,...
Languages:
English, Mandarin Chinese, Cantonese Chinese
Generate investment data for the financial advisor with programs such as Morningsta..
Full Profile

George Salgado Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Bachelor of Science • Chief Executive

Experience & Education

Work

Company:
Gsmail2020@gmail.com
Hospitality financial consultant
Company:
Hotel commonwealth - Boston, MA
Controller

Skills

Interim Controllership Services, Managerial Finance, Financial Statement Analysis and Reporting,...
Full Profile

Julie Gibbons Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Beantown athletics, dorchester
Accountant
Company:
New york life, waltham
Financial advisor
Full Profile

Monica Mcgrath Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Managers

Experience & Education

Work

Company:
Tjx companies, inc - Framingham, MA
Merchandise assistant
Company:
Securitas financial group - Hingham, MA
Financial advisor
Full Profile

Michael Fitzgerald Quincy, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Merrill lynch wealth management
Company:
Merrill lynch wealth management
Financial advisor
Full Profile

Keith Barber Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Valic
Financial advisor
Company:
Metlife resources - Boston, MA
Financial advisor
Full Profile

Joseph Chang Quincy, MA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Bachelor of Science • Chief Executive • Operations Manager • Professional Engineer • Engineering Specialist

Experience & Education

Work

Company:
Jp morgan chase
Financial advisor/private banker
Company:
Merrill lynch - Houston, TX
Financial advisor/ private banker
Full Profile

John Illingworth Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Systems Analyst • IT Analyst • Project Manager • Business Analyst • Security • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Title:
Business Systems Analyst / Project Manager Senior at State Street
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
State Street - Boston, MABusiness Analyst / Project Manager SeniorDec 2012 - May 2013Various Firms - Boston, MAIndependent Financial ConsultantNov 2011 - Nov 2012
Full Profile

Kevin Roundtree Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Mdt advisers
Investment operations specialist
Company:
Merrill lynch wealth management
Pmd / financial advisor
Full Profile

Anthony Fleurival Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince May 2011Caribbean U-Turn - Mattapan, MAProject ManagerFeb 2008 - Aug 2011
Full Profile

Elisabeta Gace Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Associate Program • Customer Service • Client Service Officer • Chief Administrative Officer • Chief Executive • Business Unit Manager • Business Administration Specialist • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Assistant Manager at TD
Location:
Quincy, Massachusetts
Industry:
Financial Services
Work history:
TD - Wayland, MaAssistant Managersince Jan 2013Merrill Lynch - Boston, MaPMD Financial Advisor TraineeJun 2012 - Dec 2012
Full Profile

Charles Gable Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch, Financial Advisor, Certified Special Needs Advisor...
Title:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Solutions Advisorsince Mar 2013Merrill Lynch - Quincy, MAFinancial Advisor, Certified Special Needs Advisor (CSNA)since Mar 2012
Full Profile

Kristin Erickson Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Manager • Managing Partner • Founder • Chief Executive Officer • Treasurer • Operations Manager • Partner • Chief Executive • Founding Member • Corporate Executive • Financial Officer • Financial Manager • Information Technology Specialist • IT Specialist • Team Member • Management Team Executive • Insurance Professional • Underwriter • Special Education Professors

Experience & Education

Position:
Office Management & Financial Consultant at Tonry Insurance Group, Managing Partner at Big Yak...
Title:
Business Manager
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Tonry Insurance Group - Quincy, MAOffice Management & Financial Consultantsince Jul 2011Big Yak Technologies LLC - Scituate ;MAManaging Partnersince Jan 2009
Skills:
Fundraising, Non-profits, Public Speaking, Financial Analysis, Bookkeeping, Event Planning,...
Languages:
French
Full Profile

Philip Murray Quincy, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Title:
Murray, Hendrickson, Chamberlain & Associates, A financial advisory practice of Ameriprise Financial Services, Inc.
Location:
Quincy, Massachusetts
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, Associate Vice Presidentsince Oct 2009H&R Block - Wellesley, MAFinancial Advisor, Branch ManagerJul 2008 - Oct 2009
Full Profile

Christopher Lally Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Region Manager • Area Manager • Managers • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Quincy, MAFinancial Advisorsince Jun 2011Morgan Stanley Smith Barney - Boston, MAFinancial AdvisorMar 2010 - Apr 2011
Full Profile

Jaclyn Stanley Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor with the practice of Mary Ann Saurino, CFP©, ChFC© , CASL at Ameriprise...
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 3 Edgewater Drive Norwood, MAAssociate Financial Advisor with the practice of Mary Ann Saurino, CFP©, ChFC© , CASLsince Apr 2007Ameriprise Financial Services, Inc. - Quincy, MAFinancial AdvisorMay 2004 - Apr 2007
Full Profile

Chirag Patel Quincy, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Merrill Lynch
Title:
--
Location:
United States
Work history:
Merrill Lynch Associate Financial Advisorsince Nov 2012State Street - Quincy, MACorporate Action Specialist Associate 2Mar 2011 - Nov 2012
Skills:
Banking
Full Profile

Amanda Bagarella Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate Attorney • Lawyers • Document Reviewer • Judicial Law Clerk • Notary • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Law offices of joshua blumen, pc
Associate attorney
Company:
Ameriprise financial services, inc - Quincy, MA
Financial advisor
Full Profile

Hao Qin Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Deal savings llc
Marketing specialist intern
Company:
Water tower financial partners - Chicago, IL
Financial advisor intern

Skills

English: Full professional proficiency Chinese: Native or bilingual proficiency Cantonese:...
Full Profile

Jeffrey Hsu Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Chief Risk Officer • Chief Executive • Independent Business Owners

Experience & Education

Work

Company:
World financial group
Financial consultant
Company:
W hotels - Boston, MA
Risk officer

Skills

Proficient in Microsoft Word, PowerPoint, and Excel Fluent in English, Mandarin and Cantonese
Full Profile

Matthew Kane Quincy, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Sovereign bank - Boston, MA
Financial consultant/vice president
Company:
John hancock funds - Boston, MA
Wholesaler

Skills

Series 7 License, Series 66 License, Massachusetts Producer License, Chartered Retirement Planning...
Full Profile

Andre Tilahun Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Apprentice • Sales Manager • Student Worker

Experience & Education

Work

Company:
Clarks usa
Sales associate
Company:
Primerica
Financial consultant (intern)
Full Profile

Kristofer Noonan Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Sales Representative • Sales Agent

Experience & Education

Work

Company:
B&l financial - South Windsor, CT
Associate financial advisor
Company:
Boston business concepts - Woburn, MA
Sales representative
Full Profile

Garey Lywood Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Clerk • Clerical Specialist

Experience & Education

Work

Company:
Sovereign/ santander
Branch operations manager
Company:
Mattapan community health center
Intake/ registration clerk & financial counselor
Full Profile

Sherell Pringle Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Physical Therapist • Physical Therapists

Experience & Education

Work

Company:
Boston medical ctr - Boston, MA
Pt. financial counselor
Company:
Beacon hill staffing - Boston, MA
Accountant
Full Profile

Kevin Feehily Boston, MA

Professions & Specialties

Puchasing and Estimating Manager • Counselor • Project Consultant • Advisor • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technology Manager • Technical Managers • Analysts • Financial Manager • Marketing Manager • Internet Marketing Manager • Web Marketer

Experience & Education

Position:
Consultant at Byrnes Consulting, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Byrnes Consulting, LLC Consultantsince Dec 2011Project Management Field Project - Cambridge, MAProject ConsultantSep 2010 - Dec 2010
Skills:
Client Relationship Building, Leading Projects, Presentation Development, Customer Presentations,...
Languages:
Spanish
Certifications:
Securities Licenses Series 7 & 63, FINRA
financial advisor
Full Profile

Katie Wholey Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Program Assistant • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Planner • Technical Support Specialist • Systems Support Specialist • Support Specialists • Chief Administrative Officer • Chief Executive • Student Worker • Secretary • Psychology Specialist • Representative • Chairperson • Treasurer • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Teaching Fellow • Teaching Assistant • Research Assistant • Researcher • Survey Researcher • Bachelor of Arts • Captain • Psychologist • Athletes • Accounting Bookkeeper • Bookkeeper

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
Full Profile

Brad Seaman Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Founder • Manager • Chief Executive • Founding Member • Operations Manager • Photographer • Seaman • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Coordinator • Service Manager • Business Administrator • Advisor • Managers • Service Operations Expert • Agent • Sales Representative • Master of Science • Bachelor of Science • Information Technology Specialist • IT Specialist • Student Worker

Experience & Education

Position:
Founder at Wandering Seaman Photography
Title:
Owner/Photographer at Wandering Seaman Photography
Location:
Greater Boston Area
Industry:
Photography
Work history:
Wandering Seaman Photography - Quincy, MAFoundersince Nov 2010Hewlett-Packard - Greater Boston AreaWW G2M ManagerOct 2011 - Jan 2013
Skills:
Customer Relations, IT Service Management, Continuous Improvement, Escalation Management,...
Financial Advisor at Waddell & Reed Financial Serv..
Full Profile

John Mulcahy Quincy, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Sales Manager • Sales Director • Operations Manager • Technical Support Specialist • Systems Support Specialist • Support Specialists • Economic Expert • Economist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager, Equity Services at The Guardian Life Insurance Company of America
Location:
Quincy, Massachusetts
Industry:
Financial Services
Work history:
The Guardian Life Insurance Company of America Manager, Equity Servicessince Jun 2009The Guardian Life Insurance Company of America Inbound Sales ManagerJun 2008 - Jun 2009
Financial Advisor at American Express Financial Ad..
Full Profile

Shawn Mcgrath Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Partner • Chief Executive • Supporting Member • Team Member • Model • Bachelor of Arts • Psychologist • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Technology Account Manager, National Sales at Oracle
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Oracle - Burlington, MATechnology Account Manager, National Salessince Jun 2013Satuit Technologies - Braintree, MASenior Associate, Inside SalesNov 2012 - May 2013
Independent Financial Advisor at Ameriprise Financial
Full Profile

Adnan Rizvanbegovic Quincy, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Research Analyst • Research Assistant • Researcher • Survey Researcher • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Controller • Account Manager • Recognition • Advertising Professional • Advertising Sales Agent • Model • Director • Vice President • Financial Manager • Senior Manager • Operations Manager • Chief Executive • Software Engineer • Computer Network Consultant • Software Developers • Computer Consultant • IT Consultant • Master of Business Administration

Experience & Education

Position:
Financial Research Analyst at Novartis
Location:
Quincy, Massachusetts
Industry:
Financial Services
Work history:
Novartis - Cambridge, MAFinancial Research Analystsince May 2013Riverbed Technology - Cambridge, MASenior Financial AnalystJan 2013 - Apr 2013
Skills:
Variance Analysis, Forecasting, Financial Analysis, Strategic Financial Planning, Financial...
Languages:
English, Bosnian, German, Arabic
Financial Advisor Trainee at Ameriprise Financial
Full Profile

Michael Gormley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Supporting Member • Representative • Team Member • Customer Service • Business Administrator • Non-Profit • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Construction Specialist • Construction Laborer • Operations Manager

Experience & Education

Position:
Associate Client Services Manager at Interactions Corporation
Title:
Associate Client Services Manager
Location:
Greater Boston Area
Industry:
Telecommunications
Work history:
Interactions Corporation Associate Client Services Managersince Jun 2013MFS Investment Management - Quincy, MAClient Services Representative IINov 2010 - Jun 2013
Full Profile

Aj Marchionne Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Senior Online Leader • Internet Marketing Manager • Web Marketer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Marketing Manager

Experience & Education

Position:
Business Development at AJ Marchionne Insurance Agency, Inc., AJ Marchionne Insurance Agency Inc at ...
Title:
Insurance Agent
Location:
Greater Boston Area
Industry:
Insurance
Work history:
AJ Marchionne Insurance Agency, Inc. Business Developmentsince Jan 2010617-471-5010 - Quincy, MAAJ Marchionne Insurance Agency Incsince Jan 2010
Skills:
Insurance, Series 7, Property & Casualty Insurance, Excel, Word, Condos, Social Media,...
Financial Advisor at Merrill Lynch
Full Profile

Greig Rance Quincy, MA

Professions & Specialties

Sales Director • Sales Manager • Financial Analyst

Experience & Education

Work

Company:
Columbia management/ameriprise
Regional sales director
Company:
Statestreet bank - Boston, MA
Senior financial analyst

Skills

FINRA Series 7 & 66
Full Profile

Steven Benedetto Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • Customer Service

Experience & Education

Position:
Corporate Actions Specialist | CCAG at State Street Bank & Trust
Title:
Corporate Actions Group at State Street
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
State Street Bank & Trust - Greater Boston AreaCorporate Actions Specialist | CCAGsince Mar 2013State Street Bank & Trust - Quincy, MAFee GroupApr 2012 - Mar 2013
Skills:
Mutual Funds, Client Service, Client Solutions, Account Opening, Back Office, Process Improvement,...
Financial Advisor Assistant at Morgan Stanley
Full Profile

Adnan Rizvanbegovic Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Chief Accountant • Account Manager • Analyst • Analysts • Master of Business Administration • Bachelor of Arts

Experience & Education

Work

Company:
Houghton mifflin harcourt
Senior financial analyst ii
Company:
Houghton mifflin harcourt
Senior financial analyst
Full Profile

Nathan Chiem Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
John hancock financial services
Treasury analyst
Company:
Bank of america/columbia management - gwim - Boston, MA
Trade operations analyst
Full Profile

Joshua Weiss Quincy, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Independent Consultant • Analyst • Analysts • Counselor • Advisor • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Work

Company:
Jpmorgan chase
Business analyst- product development group
Company:
State street corporation
Business analyst independent consultant
Full Profile

Katie Mccarthy Quincy, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • Coordinator • Managers • Student Worker • Psychology Specialist • Marketing Administrator • Bachelor of Arts • Master of Social Work • Psychologist • Marketing Manager

Experience & Education

Work

Company:
Lesley university counseling center - Cambridge, MA
Clinical social work intern
Company:
Boston university school of social work - Boston, MA
Assistant project coordinator
Full Profile

Holly Nelson Quincy, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Operations Manager • Supervisor • Managers • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Trisail capital corporation
Managing director
Company:
First winthrop corporation - Boston, MA
Vice president
Full Profile

Tyler Augat Quincy, MA

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Accountant • Department Supervisor • Manager • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Security first insurance company (p&c) - Ormond Beach, FL
Senior statutory accountant
Company:
Macrotransport services - Ormond Beach, FL
Accounting department supervisor
Full Profile

Bill Donahue Quincy, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Client Service Officer • Police • Construction • Human Resources Specialist • Recruitment • Customer Service • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, First time home buyers, Distressed properties
Work:
Marina Bay Realty Group
Quincy, MA
(617) 780-4456 (Phone)
License #009523857
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Golf, Hockey, Basketball, Football, Working Out, Quads, Snowmobiles, Hiking, Entertaining Family & Friends, Cooking, Barbecuing
Skills:
Tenacious, Commited, Pursuasive, Follow Thru
..Shore for more than 20 years as a financial advisor working with local police
Full Profile

Jason Varela Washington, DC

Professions & Specialties

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

Experience & Education

Position:
Senior Regional Sales Representative at RS Funds
Location:
Washington D.C. Metro Area
Industry:
Financial Services
Work history:
RS Funds - Quincy, MASenior Regional Sales Representativesince Aug 2011Morgan Stanley Financial AdvisorJun 2008 - Mar 2012
Full Profile

Henry Acacia South Attleboro, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Customer Service Associate • Construction • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Food service • Psychologist • Graphic Design Specialist • Graphic Designer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Customer Service Clerk/ New Construction at NSTAR
Title:
Customer Service/ New Construction at NSTAR
Location:
Attleboro, Massachusetts
Industry:
Utilities
Work history:
NSTAR - Westwood, MACustomer Service Clerk/ New Constructionsince Jan 2013NSTAR - Westwood, MACustomer Service AssociateJun 2001 - Dec 2012
Financial Counselor at Consumer Credit Counseling..
Full Profile


Financial Consultants near Quincy, MA09161,8322,7483,6644,580BostonCambridgeBraintreeHinghamNeedhamBrooklineCantonSomervilleBrocktonWeymouth