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Financial Consultants in Rye Brook, NY

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21 results found

Valerie Verini Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
The legend group
Financial advisor
Full Profile

Alan Lerner Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Representative • Finance and Accounting Specialist • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Park Avenue Securities
Location:
Port Chester, New York
Industry:
Financial Services
Work history:
Park Avenue Securities - 800 Westchester Ave. Rye Brook NY 10573Financial Advisorsince Jun 2010Arthur Anderson & Co. Certified Public AccountantNov 1975 - Nov 1979
Full Profile

Siraj Chowdhury Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Adjunct Instructor • Lecturer • Postsecondary Teacher • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Work

Company:
Manhattanville college
Adjunct lecturer
Company:
All world realty
Real estate legal & financial consultant
Full Profile

Byron Cartozian Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Development Manager • Managers • Chief Executive

Experience & Education

Work

Company:
Broadreach partners
Client development manager
Company:
Straight talk advisors - Rye Brook, NY
Risk & financial advisor
Full Profile

Christian Albert Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Security Officer • Security • Customer Service

Experience & Education

Work

Company:
Aj melino & associates
Senior security guard
Company:
Clavalry portfolio services - Valhalla, NY
Financial advisor
Full Profile

Daniel Alvarez Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Student Worker

Experience & Education

Work

Company:
Clark dodge & company - White Plains, NY
Financial advisor
Company:
Cape securities - New York, NY
Account executive
Full Profile

Reginald Beltran Rye Brook, NY

Professions & Specialties

Financial Services Sales Agent • Financial Analyst • Senior Advisor • Advisor

Experience & Education

Work

Company:
Atlas air
Senior financial analyst
Company:
Ernst & young - Barcelona, Barcelona
Senior consultant
Full Profile

Michael Cohan Rye Brook, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive • Counselor • Advisor • Construction • Sales Person • Sales Representative • Bachelor of Science • Database Administration Professional • Database Administrator • Software Developer • Software Developers

Experience & Education

Work

Company:
Microgrid energy, llc
Commercial energy consultant
Company:
Real goods solar - Port Chester, NY
Residential energy broker-rgs energy

Skills

Commercial Pace Financing; Energy Project Financing Structures, Capital Financing Structures;...
Full Profile

Daniel Oh Rye Brook, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Director • Director of Operations • Operations Manager

Experience & Education

Work

Company:
Attention - mdc partners
Director of human resources
Company:
Cheil worldwide - samsung group
Human resources & operations supervisor
Full Profile

Stefanie Curcuruto Rye Brook, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Supporting Member • Team Member • Customer Service • Supervisor • Apprentice • Managers • Director • Operations Manager • Student Worker

Experience & Education

Work

Company:
Banfield pet hospital
Client service coordinator
Company:
Petsmart - Port Chester, NY
Pet care associate
Full Profile

Frank Civitella Rye Brook, NY

Professions & Specialties

Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Chief Executive Officer • Marketing Manager • Corporate Executive • Chief Executive

Experience & Education

Work

Company:
Sterling national bank
Managing director
Company:
Key bank - Orangeburg, NY
Branch manager

Skills

Finra Series 6, Finra Series 63, Finra Series 7 pending test [] NYS Life & ealth, Certified...
Full Profile

Byron Cartozian Rye Brook, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Client Development Manager • Managers • Operations Manager • Advisor • Instructor • Pedagogue

Experience & Education

Work

Company:
Garnet capital advisors
Vice president sales
Company:
Broadreach partners - Stamford, CT
Client development manager

Skills

oral & written communications, CRM, sales
Full Profile

Danny Blloshmi New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Model • Advisor • Organization Management • Bachelor of Science • Property Manager • Real Estate Manager • Computer Systems Administrator • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor PMD at Merrill Lynch, Treasurer at VATRA
Title:
Financial Advisor at Merrill Lynch
Location:
New York, New York
Industry:
Financial Services
Work history:
Merrill Lynch - Greater New York City AreaFinancial Advisor PMDsince 2012VATRA Treasurersince Jan 2010
Skills:
Mergers, Photography, Strategic Planning, Research, Microsoft Office, Publishing, Public Finance,...
Languages:
Albanian, Romanian, French, Spanish
Full Profile

Michael Gajdowski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Auditor • Staff Auditor • Controller • Field Auditor • Supervisor • Security • Analyst • Analysts • Managers • Board Member • Operations Manager • Chief Executive • Management Team Executive • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Title:
Senior Financial Analyst
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Verizon - Rye Brook, NYFinancial/Pricing ConsultantFeb 2007 - Sep 2012Verizon - Rye Brook, NYSenior Financial AnalystJun 2003 - Jan 2007
Full Profile

Kjersten Lazar New York, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President, Investments, CERTIFIED FINANCIAL PLANNER tm at Raymond James
Title:
Vice President, Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Raymond James - Rye Brook, NYVice President, Investments, CERTIFIED FINANCIAL PLANNER tmsince May 2007Smith Barney Vice President, InvestmentsJun 2005 - Mar 2007
..be made to persons in states where the financial advisor is not registered
Full Profile

Douglas Royce New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Business Administrator • Army Lieutenant Colonel • Bachelor of Science • Chief Executive • Operations Manager • Recruitment

Experience & Education

Position:
Financial Representative at Northwestern Mutual Financial Network
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network - Rye Brook, NYFinancial Representativesince Feb 2012New York Life Insurance Company - Rye, New YorkFinancial AdvisorMay 2008 - Feb 2012
Certifications:
Series 7
Full Profile

Robert Berard 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 Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors - Rye Brook, NYFinancial Advisorsince Jan 2008
Full Profile

Kevin Barletta 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
Title:
Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial - 800 Westchester Avenue, Suite S-508, Rye Brook, NY 10573Financial Advisorsince Dec 2003
Full Profile

Nicholas Derobertis New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Entertainment Professional • Entertainer • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Author • Student Worker

Experience & Education

Position:
Senior Vice President at Criterion Management LLC.
Title:
Senior Vice President at Criterion Management
Location:
Greater New York City Area
Industry:
Staffing and Recruiting
Work history:
Criterion Management LLC. - Rye Brook, NYSenior Vice Presidentsince Apr 2009Creative Artists Agency Soccer AssistantJul 2007 - Apr 2009
Financial Advisor Institution Services
Full Profile

Desiree Rap New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Marketing Consultant • Brand Planner • Market Analyst • Market Research Analyst • Brand Representative • Manager • Financial Manager • Operations Manager • Marketing Manager • Web Designer • Website Developer • Investor • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Fund-of-Funds Manager at Diastole Wealth Management, Marketing Consultant and Web Designer at CORIS ...
Title:
Portfolio Manager and Marketing Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Diastole Wealth Management Fund-of-Funds Managersince Sep 2012CORIS Energy Control Systems - Port Chester, NYMarketing Consultant and Web Designersince Apr 2012
Languages:
English, Spanish, Italian
Certifications:
Registered Investment Advisor Rep, FINRA
Registered Broker/Dealer Rep, FINRA
Financial Advisor at Merrill Lynch
Full Profile

Peter Jiser New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at MassMutual Westchester
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
MassMutual Westchester Financial Advisorsince Jun 2013DoubleTree by Hilton - Tarrytown, NYDirector of Sales & MarketingSep 2012 - Feb 2013
Full Profile

Financial Consultants near Rye Brook, NY04488132176220StamfordBronxWhite PlainsGreenwichYonkersPurchaseGreat NeckNew RochelleScarsdaleArmonk


Financial Consultants around Rye Brook, NY

Armonk  (14)
Bayville  (1)
Bedford  (2)
Bronx  (150)
Chappaqua  (7)
Cos Cob  (3)
Elmsford  (8)
Glen Cove  (5)
Great Neck  (36)
Greenwich  (70)
Harrison  (7)
Hartsdale  (7)
Hawthorne  (2)
Larchmont  (4)
Mamaroneck  (12)
Mount Kisco  (9)
Mount Vernon  (12)
New Rochelle  (26)
Purchase  (38)
Riverside  (2)
Rye  (10)
Scarsdale  (14)
Stamford  (220)
Thornwood  (1)
Valhalla  (7)
White Plains  (77)
Yonkers  (43)

Financial Consultants in New York

Sub-specializations

Financial Associate  (2)
Financial Consultant  (21)