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Financial Consultants in New Jersey

Financial Consultants in Rockaway, NJ

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16 results found

David Drogon Rockaway, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
United States
Work history:
Wells Fargo Advisors - Rockaway, NJFinancial Advisorsince Nov 2011Merrill Lynch - Bridgewater, NJPersonal Wealth AdvisorAug 2009 - Nov 2011
Full Profile

Brian Wittig Rockaway, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Planner • Financial Management Analyst • Bookkeeper • Owner • Chief Executive • Project Managers • Project Manager • Software Engineer • Systems Administrator • Computer Systems Administrator • Software Developer • Software Developers • Mathematics • Mathematician

Experience & Education

Work

Company:
Paper tiger marketing llc
Bookkeeper
Company:
Mirror mirror inc. - Westwood, NJ
Bookkeeper, financial consultant

Skills

QuickBooks Pro, Xero, FreshBooks,Microsoft Office (Word, Excel, Powerpoint, Access), UNIX, C, C++,...
Full Profile

Brian Wittig Parsippany, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Chairperson • Chief Executive • Project Managers • Project Manager • Board Member • Partner • Management Team Executive • Operations Manager • Bookkeeper • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Mathematics • Mathematician • Software Developers

Experience & Education

Position:
President at Brian Wittig & Associates, LLC
Location:
Denville, New Jersey
Industry:
Accounting
Work history:
Brian Wittig & Associates, LLC - Denville, NJPresidentsince Feb 2013Paper Tiger Marketing, LLC - Glen Rock, NJSr. Technical Project Manager and Financial AdvisorJan 2012 - Jan 2013
Skills:
QuickBooks, Xero, Freshbooks, Harvest, ZenCash, Oracle, Excel, Outlook, Word, Access Database,...
Certifications:
Professional Bookkeeper, Universal Accounting
Xero Certified Partner, Xero
Full Profile

Alan Akkaway Rockaway, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
New york life investment management
Senior financial consultant/sales support
Company:
New york life investment management - Parsippany, NJ

Skills

Microsoft Office: Excel Excel Macros PowerPoint Access Word Outlook Compass Plus...
Full Profile

Walter Fred Rockaway, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Advisor • Trainer

Experience & Education

Work

Company:
Lpl financial services, llc
Private wealth advisor
Company:
Bancnorth/td wealth management - Mahwah, NJ
Financial advisor

Skills

Spanish speaking , Customer service and Relationship Building
Full Profile

Heather Kenny Rockaway, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Payroll Administrator • Payroll Supervisor • Compensations and Benefits

Experience & Education

Work

Company:
Chopper dds, inc - Montville, NJ
Payroll manager
Company:
Langdon ford financial - Parsippany, NJ
Senior financial advisor

Skills

Payroll Processing/Management, Budget Analysis, Financial Reporting
Full Profile

Alex Gordon Rockaway, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Gilford securities - Morristown, NJ
Client associate
Company:
R. seelaus and company, inc - Summit, NJ
Financial advisor

Skills

series 7 license, series 63 license
Full Profile

Marlina Randazzo Rockaway, NJ

Professions & Specialties

Financial Services Sales Agent • Advisor • Vice President • Director of Quality Control • Vice President of Sales • Chief Executive • Compliance Manager • Sales Manager • Managers • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Dakota wealth solutions
Registered investment advisor - vice president/chief compliance officer
Company:
Thomas gold solutions
Vice president of sales and operations
Full Profile

Frank Maddaloni Rockaway, NJ

Professions & Specialties

Financial Services Sales Agent • Sports Trainer • Sports Trainers • Client Service Officer • Customer Service • Trainer

Experience & Education

Work

Company:
Benjamin moore
Call quality coach
Company:
Met life securities
Senior investment service rep
Full Profile

Linda Pepe New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Manager • Board Member • Financial Officer • Financial Manager • Operations Manager • Management Team Executive • Leader • Organization Management • Managers • Volunteer • Non-Profit • Juris Doctor • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Director of Finance at Planned Parenthood of Central and Greater Northern New Jersey
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
Planned Parenthood of Central and Greater Northern New Jersey Director of Financesince Jul 2012Accounting Industry - MultipleFinancial ConsultantJul 2011 - Jul 2012
Full Profile

Craig Mezik New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Treasurer • Vice President • Chief Executive • Financial Officer • Financial Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Chief Executive Officer • Deputy Manager • Corporate Executive • Operations Manager • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor • Computer Software Professional • Software Developers • Secretary • Master of Business Administration • Bachelor of Science • Recruitment • Business Administrator • Security • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Financial Consultant at Craig Mezik, CPA
Title:
VP Finance Technology Manufacturing || Open to New Opportunities
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
Craig Mezik, CPA - Rockaway, NJSenior Financial Consultantsince Jan 2012Xceedium, Inc. - Jersey City, New JerseyVice President Finance and Treasurer2006 - 2012
Skills:
Organizational Leadership, Financial Management, Financial Reporting, Financial Planning, Financial ...
Certifications:
Certified Public Accountant, NJ State Board of Accountancy
Certified Internal Auditor, Institute of Internal Auditors
Full Profile

Justin Brinkerhoff New York, NY

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Relationship Manager • Client Service Officer • Account Service Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Representative • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Shop Manager • Sales Manager • Notary • Lawyer

Experience & Education

Position:
Financial Services Representative / Small Business Relationship Manager at TD Bank, N.A.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TD Bank, N.A. - Rockaway, NJFinancial Services Representative / Small Business Relationship Managersince Jul 2012TD Bank, N.A. - Rockaway, NJCustomer Service Representative / Financial AdvisorApr 2011 - Jun 2012
Skills:
Sales Management, Financial Management, Corporate Social Responsibility, Organizational...
Certifications:
NJ Life Producer License (Life Insurance), NJ Department of Banking & Insurance
NJ Accident & Health Producer License (Health Insurance), NJ Department of Banking & Insurance
Full Profile

Arthur Pyott New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor with The Deegan Financial Group at Wells Fargo Advisors
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Rockaway, NJFinancial Advisor with The Deegan Financial Groupsince Aug 2011
Skills:
Retirement Planning, Financial Management, Wealth Management, Wealth Preservation
Certifications:
Series 7, Financial Industry Regulatory Authority
Series 66, North American Securities Administrators Association
Full Profile

Robert Pantaleo New York, 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 Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince May 2009AG Edwards - Rockaway, NJFinancial AdvisorSep 2001 - May 2009
Full Profile

Jessica Hall New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Secretary • Organization Management • Receptionist • Front Desk Clerk • Front Office Receptionist • Operations Manager • Administrative Clerk • Clerical Specialist • Managers • Chief Administrative Officer • Board Member • Chief Executive • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Notary Public • Notary • Lawyer • Human Resources Specialist • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Attendance Secretary at Dover Public Schools
Title:
Attendance Secratary at Dover Public Schools
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
Dover Public Schools - Dover, NJAttendance Secretarysince Aug 2005The New Trend Motors Volkswagan - Rockaway, NJReceptionistNov 2007 - Dec 2010
Languages:
Spanish
Certifications:
Notary Public, State of New Jersey
Independent Financial Consultant at Primerica
Full Profile

Aaron Paglia New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Controlling Specialist • Controller

Experience & Education

Position:
Comptroller at ICB, Inc., Vice President at Individual Commercial Brokerage
Title:
Vice President, ICB, Inc.
Location:
Greater New York City Area
Industry:
Insurance
Work history:
ICB, Inc. - 100 Enterprise Dr. Suite 500 Rockaway, NJ 07866Comptrollersince Nov 1997Individual Commercial Brokerage - Rockaway, NJVice Presidentsince Nov 1997
Skills:
Long Term Care Insurance, Legal Liability, Life Insurance
Financial Advisor Resource Group
Full Profile

Financial Consultants near Rockaway, NJ020406080100MorristownParsippanyFlorham ParkShort HillsWayneLivingstonBasking RidgeFairfieldWarrenSummit


Financial Consultants around Rockaway, NJ

Basking Ridge  (26)
Bloomingdale  (1)
Cedar Knolls  (1)
Chester  (4)
Dover  (9)
East Hanover  (11)
Essex Fells  (1)
Fairfield  (26)
Far Hills  (2)
Florham Park  (68)
Gillette  (2)
Haskell  (1)
Hibernia  (1)
Landing  (3)
Lincoln Park  (1)
Livingston  (29)
Madison  (10)
Mendham  (5)
Millburn  (11)
Millington  (1)
Morristown  (98)
Mountainside  (5)
Parsippany  (69)
Peapack  (2)
Pine Brook  (3)
Plainfield  (15)
Roseland  (12)
Short Hills  (49)
Sparta  (11)
Springfield  (9)
Stirling  (3)
Succasunna  (5)
Summit  (23)
Towaco  (2)
Verona  (2)
Warren  (24)
Wayne  (38)
Wharton  (4)
Whippany  (4)

Financial Consultants in New Jersey

Sub-specializations

Financial Associate  (1)
Financial Consultant  (16)