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Financial Consultants in New York

Financial Consultants in Rochester, NY

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250 results found

Stephen Premo Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Survivor • Investor • Reality Show • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Manager • Non-Profit • Managers • Sales Person • Sales Representative • Manager • Operations Manager • Insurance Professional • Underwriter • Property Manager • Real Estate Manager

Experience & Education

Position:
Certified Financial Counselor at H & W Enterprises
Title:
Certified Financial Counselor
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
H & W Enterprises - Rochester, New York AreaCertified Financial Counselorsince Sep 2012The Warranty Group. Chicago, IL - Greater Chicago AreaAccountant II2006 - Apr 2012
Skills:
budgets, investment allocation, Personal Tax Planning, Estate Planning, insurance needs analysis,...
Full Profile

Edward Cain Rochester, NY

Professions & Specialties

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

Experience & Education

Title:
MINI of Rochester Sales
Location:
Rochester, New York Area
Industry:
Automotive
Work history:
Morgan Stanley Smith Barney Financial Advisor2003 - 2010
Full Profile

Caitlin Flint Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Chief Administrative Officer • Chief Executive • Human Resources Specialist • Recruitment • Tour Guide • Bachelor of Agriculture • Bachelors Degree • Golfer • Athletes • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
401K & FSA Benefits Consultant at Paychex
Title:
Benefits Consultant at Paychex
Location:
Rochester, New York
Industry:
Human Resources
Work history:
Paychex - Albany, New York Area401K & FSA Benefits Consultantsince Mar 2012Paychex - Rochester, New York AreaTerritory Ready RepresentativeOct 2011 - Mar 2012
Establishing relationships with the financial advisor community in order to further th..
Full Profile

Scott Lippa Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Advisor • Senior Vice President • Sales Manager • Sales Director • Program Director • Manager • Operations Manager • Director of Operations • Corporate Executive • Production Director • Production Manager • Production Supervisor • Quality Manager • Construction • Managers • Team Member • Design Consultant • Design Professional • Design Expert • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manufacturing Engineer • Process Engineer • Industrial Engineer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Information Technology Specialist • IT Specialist • Market Research Analyst

Experience & Education

Position:
Business Development Partner at Emerald Technologies, Financial Advisor at Wall Street Financial Group
Location:
Rochester, New York Area
Industry:
Executive Office
Work history:
Emerald Technologies Business Development PartnerWall Street Financial Group Financial Advisorsince 2009
Skills:
P&L Responsibility, Operations Management, Business Growth, Sales Management, Process Improvement,...
Full Profile

Stephen Speno Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Project Manager • Construction • Chairperson • Chief Executive • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Salesperson • Softball Player • Athletes

Experience & Education

Position:
President at Speno Financial Consulting and Training
Title:
Financial Consultant and Planner
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Speno Financial Consulting and Training - Waterloo, NYPresidentsince 1998Alstom Transport - Hornell, NYProject Controller2004 - 2008
Full Profile

Harvey Reiner Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Representative • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Financial Consultant at Xceed Financial Credit Union
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Xceed Financial Credit Union - Webster, New YorkFinancial Consultantsince May 2008HSBC Premier Relationship Mgr2006 - 2007
Skills:
Relationship Management, Practice Management, Marketing, Customer Retention, Account Management,...
Full Profile

Richard Vincelli Rochester, NY

Professions & Specialties

Stock Broker • Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Client Service Officer • Sales Representative • Representative • Customer Service • Department Store Salesperson • Retail Professional • Retail Salesperson • Managers • Production Manager

Experience & Education

Position:
Stock Broker at Scottrade
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Scottrade - Greece, New YorkStock Brokersince Jul 2011Saperston Asset Management, Inc Full-service, independent financial service BrokerJun 2010 - Jun 2011
Financial Advisor
Full Profile

Barbara Mciver Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Business Analyst • Advisor • Analysts • Information Technology Specialist • IT Specialist • Financial Analyst • Drivers • Team Leader • Operations Manager

Experience & Education

Position:
Consultant at Robert Half Management Resources
Title:
Financial Consultant
Location:
Rochester, New York Area
Industry:
Information Technology and Services
Work history:
Robert Half Management Resources - Rochester NYConsultantsince Jan 2011IBM Financial AnalystJan 1999 - Jun 2010
Full Profile

Erik Rhodes Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Construction • Hunter • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Rhodes Consulting Group
Title:
President, Rhodes Consulting Group
Location:
Rochester, New York Area
Industry:
Management Consulting
Work history:
Rhodes Consulting Group - Rochester, New York AreaPresidentsince Jun 2011Xceed Financial Credit Union - Rochester, New York AreaFinancial ConsultantAug 2009 - Jan 2011
Full Profile

Richard Glaser Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Founder • Operations Manager • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Lecturer • Postsecondary Teacher • Team Member

Experience & Education

Position:
Director at Innovocracy, Founder at RochesterCFO, Founder at RochesterGrowth, Financial Advisor at...
Title:
Merrill Lynch, Financial Advisor
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Innovocracy - Rochester, NYDirectorsince Sep 2011RochesterCFO - Rochester, New York AreaFoundersince Sep 2008
Skills:
Venture Capital, Entrepreneurship, Mergers, Investments, Management, Business, Project Planning,...
Full Profile

Scott Zakalik Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Manager • Chief Executive • Operations Manager • School Principal • School Administrator • Educational Manager • Security • Customer Service • Client Service Officer

Experience & Education

Position:
President at Scott E. Zakalik, CPA, P.C.
Title:
Scott E. Zakalik, CPA, P.C.
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Scott E. Zakalik, CPA, P.C. Presidentsince 1998Arthur Andersen LLP Tax Manager2000 - 2001
please contact your financial advisor directly
Full Profile

Stacy Brien Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Advertising Professional • Web Marketer • Advertising Sales Agent • Model • Counselor • Advisor • Designers • Marketing Manager • Market Research Analyst • Analysts • Operations Manager • Human Resources Specialist • Recruitment • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Database Administration Professional • Database Administrator • Survey Researcher

Experience & Education

Position:
Email Marketing Coordinator at Paychex, Inc.
Location:
Rochester, New York Area
Industry:
Marketing and Advertising
Work history:
Paychex, Inc. Email Marketing Coordinatorsince Dec 2011Paychex Web Marketing Designer IFeb 2007 - Dec 2011
Skills:
Email Marketing, Market Research, Web Marketing, Social Marketing, Vendor Relationships, Green...
on behalf of the Financial Advisor Wholesalers
Full Profile

Patty Weber Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Sales Representative • Design Consultant • Design Professional • Design Expert • Equipment Tools Purchasing Agent • Client Service Officer • Support Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson • Volunteer • Advisor • Non-Profit • Board Member • Chairperson • Operations Manager • Management Team Executive • Chief Executive • Bachelor of Arts • Computational Scientist • Information Technology Specialist • Computer Scientists • IT Specialist • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Property Manager • Real Estate Manager

Experience & Education

Position:
Sales Consultant at Cornell's Jewelers
Title:
Sales Design Consultant: Cornell's Jewelers
Location:
Rochester, New York Area
Industry:
Luxury Goods & Jewelry
Work history:
Cornell's Jewelers Sales Consultantsince Apr 2010Waddell & Reed Financial AdvisorJul 2008 - Apr 2010
Full Profile

Jordan Magee Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Apprentice • Analyst • Analysts • SalesForce Administrator • Database Administration Professional • Database Administrator • Student Worker • Information Technology Specialist • IT Specialist • Advertising Professional • Advertising Sales Agent • Corporate Executive • Chief Executive • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Business Development at Paradigm Environmental Services
Location:
Rochester, New York Area
Industry:
Environmental Services
Work history:
Merrill Lynch - Rochester, New York AreaFinancial AdvisorJun 2011 - Jan 2013Xerox Corporation Business Analyst / InternJun 2010 - Aug 2010
Full Profile

John Wilkinson Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Investment Advisor at American Portfolios
Title:
Partner, Angelo Planning Group
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
American Portfolios Investment Advisorsince Jun 2009Riversource Asset Management - Rochester, NYRegion Vice PresidentDec 2004 - May 2009
As an independant financial advisor
Full Profile

Derya Kacmis Rochester, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lawyers

Experience & Education

Position:
Small Business Specialist-Business Banker at JPMorgan Chase
Location:
Rochester, New York Area
Industry:
Banking
Work history:
JPMorgan Chase Small Business Specialist-Business Bankersince Sep 2011MetLife Financial AdvisorMar 2011 - Sep 2011
Full Profile

Patrick Lomando Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor Representative at Metropolitan Life
Title:
Financial Advisor at Metropolitan Life of Upstate New York
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
Metropolitan Life Financial Advisor Representativesince Nov 2002
Full Profile

Chuck Wade Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • News Anchor • Reporter • Commercial Announcer • Presenter • Bachelor of Science • Fisher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at Brighton Securities
Location:
Rochester, New York Area
Industry:
Broadcast Media
Work history:
Brighton Securities Financial Advisorsince Mar 201213WHAM-TV Sports Anchor/ReporterOct 2008 - Mar 2012
Skills:
Media Relations, Broadcast, Broadcast Journalism, Financial Analysis, 401k Rollovers,...
Full Profile

Derek Ritter Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Shop Manager • Sales Manager • Sales Representative • Sales Agent • Sales Person • Equipment Tools Purchasing Agent • Client Service Officer • Department Store Salesperson • Retail Professional • Retail Salesperson • Leader • Counselor • Managers • Advisor • Customer Service • Master of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Leasing Manager at First Allied Corporation
Title:
Leasing Manager at First Allied
Location:
Rochester, New York Area
Industry:
Commercial Real Estate
Work history:
First Allied Corporation - Rochester, NYLeasing Managersince Mar 2009Morgan Stanley - Rochester, New York AreaFinancial AdvisorJun 2008 - Mar 2009
Skills:
MSOffice, Direct Sales, Real Estate Negotiation, Leases, Negotiation, Retail, Tenant, Asset...
Languages:
English, Spanish
Full Profile

Alan Tomidy Rochester, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Person • Athletes

Experience & Education

Position:
Commercial Banker at Five Star Bank
Location:
Rochester, New York Area
Industry:
Banking
Work history:
Five Star Bank Commercial BankerMorgan Stanley Financial AdvisorJun 2003 - Jun 2005
Full Profile

Steve Wilterdink Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Title:
financial advisor at Northwestern Mutual
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince Jul 1972
Full Profile

Kathleen Browne Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Consultant • Advisor • Financial Director • Board Member • Chairperson • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Fisher • Human Resources Specialist • Recruitment • Account Manager

Experience & Education

Position:
Independent Advisor and Business Consultant at K. Browne Consulting
Title:
at Independent Financial Consultant
Location:
Rochester, New York Area
Industry:
Accounting
Work history:
K. Browne Consulting Independent Advisor and Business Consultantsince Sep 2007NATURALNANO, INC Chief Financial OfficerMar 2005 - Sep 2007
Full Profile

Chad Jacob Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
FInancial Advisor at Citi Institutional Consulting
Location:
Rochester, New York Area
Industry:
Investment Management
Full Profile

Anatole Paraka Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Industrial Engineering Professional • Quality Engineer • Industrial Engineer • Compliance Engineer • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Process Engineer • Mechanical Engineering Professional • Mechanical Engineering • Department Store Salesperson • Retail Professional • Retail Salesperson • Skilled Professional • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Mechanical or Industrial Engineering Professional
Location:
Rochester, New York Area
Industry:
Mechanical or Industrial Engineering
Work history:
Alstom Transport Supplier Quality EngineerJan 2004 - Mar 2010American Express Financial Advisors Financial AdvisorJan 2003 - Dec 2003
Full Profile

Anne Briggs Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr.financial consultant at rochester wealth management
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
Rochester wealth management Sr.financial consultant
Full Profile

Michael Kehoe Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at AOL
Location:
Rochester, New York Area
Industry:
Internet
Work history:
AOL Financial Advisor
Full Profile

Nicole Calcagni Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Chief Executive • Advisor

Experience & Education

Position:
Relationship Manager at Cobblestone Capital Advisors
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Cobblestone Capital Advisors Relationship Managersince Mar 2011Edward Jones Financial Advisor2009 - Feb 2011
Full Profile

H. Spencer Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security

Experience & Education

Position:
Financial Advisor at High Falls Advisors
Location:
Rochester, New York Area
Industry:
Security and Investigations
Work history:
High Falls Advisors Financial Advisor
Full Profile

Laurie Palmer Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Xerox
Location:
Rochester, New York Area
Industry:
Accounting
Work history:
Xerox Financial Consultant
Full Profile

Jeffrey Baase Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller

Experience & Education

Work

Company:
Cec enterprises, llc - Rochester, NY
Divisional controller
Company:
Merrill lynch - Pittsford, NY
Financial advisor
Full Profile

Beth Macmillan Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Counselor at University of Rochester Medical Center
Location:
Rochester, New York Area
Industry:
Health, Wellness and Fitness
Work history:
University of Rochester Medical Center Financial Counselor
Full Profile

Catherine Hogan Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Representative • Analysts • Software Tester • Computer Specialist • Human Resources Specialist • Recruitment • Support Specialist • Client Service Officer • Customer Service

Experience & Education

Position:
Product Integrity Analyst at Paychex
Location:
Rochester, New York Area
Industry:
Human Resources
Work history:
Paychex Product Integrity Analystsince Mar 2010Paychex Sales & Financial Advisor Support SpecialistMar 2007 - Mar 2010
Full Profile

Fran Cercek Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Hospital Care Professional • Physician • Health Professional • Health Practitioner • Model • Managers • Financial Officer • Financial Manager • Vice President • Chief Executive • Operations Manager • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Healthcare Finance Consultant at Healthcare Analytics, Financial Consultant at Comprehensive Care...
Title:
Healthcare Finance Consultant
Location:
Rochester, New York Area
Industry:
Hospital & Health Care
Work history:
Healthcare Analytics Healthcare Finance Consultantsince Jan 2009Comprehensive Care Soloutions Financial Consultantsince 2009
Full Profile

Danielle Silva Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Housekeeping Aide • Cleaning Worker

Experience & Education

Work

Company:
Home business
Caretaker
Company:
University of rochester - Rochester, NY
Financial counselor
Full Profile

Robert Kravetz Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Senior Manager • Author • Master of Science • Team Member

Experience & Education

Position:
Financial Advisor at Brighton Securities, Senior Vice President at Brighton Securities Corp
Title:
Senior Vice President at Brighton Securities Corp
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Brighton Securities Financial Advisorsince 2009Brighton Securities Corp - 1703 Monroe Ave, Rochester, NY 14618Senior Vice Presidentsince Jan 2009
Full Profile

Lindsey Dimartino Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Student Worker • Food Server

Experience & Education

Position:
Administrative Assistant at Brighton Securities
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Brighton Securities Administrative Assistantsince Dec 2012Merrill Lynch Financial Advisor TraineeJun 2012 - Nov 2012
Certifications:
Registered Representative, FINRA
Full Profile

Ed Lapinski Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Morgan Stanley & Co.
Location:
Rochester, New York Area
Industry:
Investment Management
Full Profile

Steve Mowers Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Manager • Financial Officer • Financial Manager • Chief Executive • Cost Accountant • Accounting Analyst • Financial Analyst • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Business Administrator • Managers • Biotechnology Professional • Biologist • Biological Scientist

Experience & Education

Position:
Director of Revenue & Billing at ACM Medical Laboratory, Inc
Title:
Director Revenue & Billing, ACM Labs
Location:
Rochester, New York Area
Industry:
Hospital & Health Care
Work history:
ACM Medical Laboratory, Inc Director of Revenue & Billingsince Feb 2012PharmaNova Financial Consultant2011 - 2012
Skills:
Venture Capital, Lines Of Credit, Private Equity, Start-ups, Business Planning, Telecommunications, ...
Full Profile

Vlad Boulatnikov Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Higher Education Professional • School Administrator • Educational Manager • Advisor

Experience & Education

Position:
Financial Advisor, CRPC®, Vice President at Ameriprise Financial Services, Inc.
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CRPC®, Vice Presidentsince Sep 2012Merrill Lynch Senior Financial AdvisorNov 2006 - Sep 2012
Languages:
Russian, Ukrainian
Full Profile

Joe Mynio Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Business Administrator • Master of Business Administration • Operations Manager • Owner • Chief Executive • Financial Manager

Experience & Education

Position:
Consultant at National Firm
Title:
Consultant
Location:
Rochester, New York Area
Industry:
Management Consulting
Work history:
National Firm Consultantsince May 2013MassMutual Financial Group Financial AdvisorDec 2011 - Apr 2013
Certifications:
Certified Financial Planner
Full Profile

Michael Zale Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Teacher • Entrepreneur • Managers • Owner • Chairperson • Chief Executive • Assistant Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner/ (Past) President at Jackson Hewitt Tax Service, Boys JV/Varsity Assistant Coach at Rush...
Title:
Business Teacher, Entrepreneur, Financial Advisor
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Jackson Hewitt Tax Service Owner/ (Past) Presidentsince Jan 2006Rush Henrietta High School Boys JV/Varsity Assistant Coachsince 2006
Full Profile

Tom Thaney Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at MSSB
Location:
Rochester, New York Area
Industry:
Investment Management
Work history:
MSSB Financial advisor
Full Profile

Stacy Avangelista Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Clerk • Clerical Specialist • Payroll Supervisor • Compensations and Benefits • Food Server

Experience & Education

Position:
RegisteredRepresentative/Financial Advisor at Compass Financial Group, Owner/Operator at...
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Compass Financial Group RegisteredRepresentative/Financial Advisorsince Jan 2008Avangelista Aesthetics Owner/Operatorsince Jan 1996
Skills:
insurance
Full Profile

David Guadagnino Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor First Vice President of Investments at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch - www.totalmerrill.com/TotalMerrill/system/ViewFAPage.aspx?pageurl=GSLC_GROFinancial Advisor First Vice President of Investmentssince Jan 1993Locust Hill Country Club Manager of AccountingJul 1990 - Dec 1992
Skills:
Retirement Planning, Financial Planning, Series 7, Series 63, Strategic Financial Planning, Mutual...
Full Profile

Ryan Schwedfeger Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Vice President - Investments at JPMorgan Securities LLC
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
JPMorgan Securities LLC Financial Advisor, Vice President - Investmentssince Jun 2011JPMorgan Chase Personal Financial Banker - Registered RepresentativeJun 2010 - May 2011
Full Profile

Kelly Olczak Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Limited Partner at Edward Jones, Finacial Advisor at Edward Jones
Title:
Financial Advisor at Edward Jones Investments
Location:
Rochester, New York Area
Industry:
Financial Services
Full Profile

Glen Cone Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Commonwealth Financial Group, Financial Consultant at Commonwealth
Title:
Financial Consultant
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Commonwealth Financial Group - Webster,NYFinancial Consultantsince Sep 2011Commonwealth - 1633 Empire Blvd Webster,NY 14580Financial Consultantsince Nov 2009
Full Profile

Patrice Lancelot Rochester, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Preferred Financial Advisors, LLC
Title:
Financial Advisor, Preferred Financial Advisors, LLC
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
Preferred Financial Advisors, LLC Financial Advisorsince Jul 1990Preferred Financial Group Financial AdvisorJan 2000 - Dec 2008
Languages:
Spanish, French
Full Profile

Alyssa Serinis Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personal Fitness Trainer • Personal Trainer • Fitness Trainer • Training Specialist • Workforce Development Specialist • Training and Development • Wellness and Fitness • Sports Game Coach • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Certified Personal Fitness Trainer at Gold's Gym
Location:
Rochester, New York Area
Industry:
Health, Wellness and Fitness
Work history:
Gold's Gym - Webster, New YorkCertified Personal Fitness Trainersince Jan 2013BofA Merrill Lynch Internship: Assistant to Certified Financial AdvisorMay 2010 - Aug 2010
Skills:
PowerPoint, Excel, Word, Sales, Retail, Leadership, Training, Cpr Certified
Certifications:
Personal Fitness Trainer Certification, Aerobics and Fitness Association of America
Adult CPR/AED, American Red Cross
Full Profile

Michael Stock Rochester, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Marketing Manager • Financial Officer • Financial Manager • Operations Manager • Business Administrator • Master of Science • Field Marketing Specialist • Marketing Administrator • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor at UBS, Executive Director at UBS Financial Services, Inc
Title:
Executive Director
Location:
Rochester, New York Area
Industry:
Financial Services
Work history:
UBS Financial Advisorsince 2005UBS Financial Services, Inc Executive Directorsince 2005
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