Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Rhode Island

Financial Consultants in Smithfield, RI

Find a professional & check records

Here is a complete list of nearly all local Financial Consultants near you.

Be sure to check other cities near Smithfield, RI to locate the names of more people.

The Trustoria Service Professional Directory gives you all the resources needed to locate the most qualified person for every need.

29 results found

Lisa D'aniello Providence, RI

Professions & Specialties

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

Experience & Education

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

Amy Gordona Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Brand Planner • Brand Representative • Psychology Specialist

Experience & Education

Position:
Vice President, Marketing, Fidelity Financial Advisor Solutions at Fidelity Investments
Title:
Vice President, Marketing, Fidelity Financial Advisor Solutions
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIVice President, Marketing, Fidelity Financial Advisor Solutionssince Jan 2013John Hancock Life Insurance Company (U.S.A.) - Greater Boston AreaHead of Strategic & Channel Marketing: John Hancock Mutual Funds and AnnuitiesNov 2007 - Jan 2013
Full Profile

Janice Clark Providence, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Manager • Operations Manager • Publisher • Planner • Publishing Professional • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Support Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Support Specialist • Support Specialists

Experience & Education

Title:
Experienced Customer Service Professional seeking a new opportunity
Location:
Providence, Rhode Island Area
Industry:
Publishing
Work history:
American Mathematical Society - Providence, Rhode Island AreaMember and Customer Services ManagerJan 2003 - Aug 2012American Express Financial Advisors (now Ameriprise) - Cranston, RIFinancial Advisor/Planner2001 - 2003
Full Profile

Lanny Lo Providence, RI

Professions & Specialties

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

Experience & Education

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

Brian Lamar Providence, RI

Professions & Specialties

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

Experience & Education

Position:
Director at Fidelity Investments
Title:
Director at Fidelity Investments, Fidelity Financial Advisor Solutions
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIDirectorsince Dec 2012Pershing LLC VP IRA Product ManagementMay 2009 - Nov 2011
Skills:
Mutual Funds, Retirement, Retirement Planning, IRA's, IRA Rollovers, Roth IRA, Simple IRA, 401k,...
Full Profile

Richard Moran Smithfield, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Information Technology Specialist • IT Specialist • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Architect at Fidelity Financial Advisor Solutions Co., VP, Architecture at Fidelity Investments
Title:
Chief Architect at Fidelity Financial Advisor Solutions Co.
Location:
Smithfield, Rhode Island
Industry:
Information Technology and Services
Work history:
Fidelity Financial Advisor Solutions Co. - Smithfield RIChief Architectsince Jan 2010Fidelity Investments VP, Architecturesince Dec 2006
Skills:
Application Architecture, Application Design, SOA, Web Services, Spring, AJAX, Java, JMS, HTML,...
Certifications:
TOGAF, The Open Group
Full Profile

Stephen Mills Cranston, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Consumer Goods Professional • Commodities Clerk • Analyst • Analysts • Juris Doctor

Experience & Education

Title:
--
Location:
Cranston, Rhode Island
Industry:
Consumer Goods
Work history:
CVS Caremark Corporation - Woonsocket, RIFinancial Consultant - Extra Bucks Program2007 - 2010Samsonite Corporation - Mansfield, MASr. Product AnalystSep 2002 - Mar 2007
Full Profile

Lora Palmisano Smithfield, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advocate • Jurist • Legal Counsel • Counselor • Advisor

Experience & Education

Work

Company:
Landmark medical center
Patient advocate
Company:
The roi companies @ kent hospital
Medicaid entitlement specialist/financial counselor
Full Profile

Colin Nelson Smithfield, RI

Professions & Specialties

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

Experience & Education

Work

Company:
Northwestern mutual financial network - Boston, MA
Financial advisor
Company:
Ferris marketing - Walpole, MA
Accounting intern
Full Profile

Walter Towner Smithfield, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Chief Executive • Associate Professor • School Principal • Lecturer • Postsecondary Teacher • School Administrator • Educational Manager • Master of Business Administration • Owner • Financial Manager • Corporate Executive • Doctor of Philosophy • Bachelor of Science • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Satellite Viewpoint LLC, Adjunct Professor at Worcester Polytechnic Inst.
Title:
at Satellite Viewpoint LLC
Location:
Greenville, Rhode Island
Industry:
Mechanical or Industrial Engineering
Work history:
Satellite Viewpoint LLC Presidentsince May 2010Worcester Polytechnic Inst. Adjunct Professorsince Nov 1998
Skills:
Entrepreneurship, Six Sigma, Process Improvement, Strategic Planning, Data Analysis, Analysis,...
Financial Advisor at UBS
Full Profile

David Leduc Providence, RI

Professions & Specialties

Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Partner • Development Director • Chief Executive • HR Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Counselor • Advisor • Leader • Managers • School Principal • School Administrator • Educational Manager • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Partner at New York Life Insurance Company
Title:
Partner - New York Life Insurance Company
Location:
Providence, Rhode Island
Industry:
Financial Services
Work history:
New York Life Insurance Company - Providence, Rhode Island AreaPartnersince Jul 2011Colonial Life - Warwick, RIAgency Development ManagerOct 2010 - Aug 2011
Skills:
Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Long-term...
Financial Advisor Magazine
Full Profile

Kevin O'fee Smithfield, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Produce Manager • Corporate Executive • Production Manager • Spokesperson • Advisor • Representative • Master of Business Administration

Experience & Education

Position:
Vice President at Fidelity Investments
Location:
Smithfield, Rhode Island
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIVice Presidentsince Jan 2012USAA Retirement SolutionsAug 2010 - Jul 2011
Full Profile

John Battista Smithfield, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Chief Executive Officer • Vice President • Chief Executive • Corporate Executive

Experience & Education

Work

Company:
Santander bank
Assistant vice president
Company:
Bluestone commercial properties - Woonsocket, RI
General manager
Full Profile

George Lavoie Smithfield, RI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Analyst • Counselor • Analyst • Analysts • Advisor • Software Systems Engineer • Software Engineer • Software Developers • Skilled Professional • IT Analyst

Experience & Education

Work

Company:
American tower corporation
Lead business analyst
Company:
Iron mountain - Boston, MA
System engineer
Full Profile

Andrea O'keefe Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Production Manager • Marketing Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Leader • Managers • Juris Doctor • Master of Business Administration • Bachelor of Business Administration • Advertising Sales Agent • Product Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Legal Director at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RILegal Directorsince Aug 2011National Financial Compliance DirectorAug 2008 - Apr 2011
Skills:
Series 24, S7, SEC compliance, FINRA, Compliance, Securities
..the insurance channel for Fidelity Financial Advisor Solutions
Full Profile

Phil Whiting Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Project Managers • Project Manager • Model • Team Member • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Financial Analyst at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RISenior Financial Analystsince Jun 2013Fidelity Investments - Smithfield, RIProject Manager - Finance Leadership ProgramJul 2011 - Jun 2013
Fidelity Financial Advisor Solutions,FFAS,: Created a chann..
Full Profile

Christopher Giglia Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Senior Director • Manager • Chief Executive • Senior Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Officer • Financial Manager • Advisor • Supporting Member • Team Member • Managers

Experience & Education

Position:
Vice President - Finance at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIVice President - Financesince Sep 2012Fidelity Investments - Boston, MASenior Director2003 - Sep 2012
Fidelity Financial Advisor Solutions,FFAS
Full Profile

Derek Sullivan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Finance • Chief Executive • Financial Manager • Information Technology Specialist • IT Specialist • Operations Manager • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Finance, Fidelity Financial Advisor Solutions at Fidelity Investments
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Fidelity Investments - Smithfield, RIVice President, Finance, Fidelity Financial Advisor Solutionssince Oct 2012Fidelity ActionsXchange VP of FinanceJun 2008 - Sep 2012
Full Profile

Daniel Stickney Barnstable, MA

Professions & Specialties

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

Experience & Education

Position:
Compliance Advisor at Fidelity Investments
Location:
Barnstable/Yarmouth, Massachusetts Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RICompliance Advisorsince Sep 2009New York Life Financial AdvisorMay 2009 - Jun 2011
Full Profile

Gnanamoorthy Saravanan Valley Falls, RI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Software Engineer • Information Technology Specialist • Software Developers • IT Specialist • Project Manager • Project Managers

Experience & Education

Position:
Sr Software Engineer at Fidelity Financial Advisor Solutions Co.
Title:
Sr Software Engineer at Fidelity Investments
Location:
Cumberland, Rhode Island
Industry:
Information Technology and Services
Work history:
Fidelity Financial Advisor Solutions Co. - Smithfield, RISr Software Engineersince Oct 2011Fidelity Investments - BangaloreProject ManagerFeb 2005 - Oct 2011
Full Profile

Sean O'neil North Haven, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Bachelor of Science • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Work

Company:
People's securities
Registered broker in the trading department
Company:
New canaan market
Financial advisor to the westport/wilton
Full Profile

Ryan Morse South Attleboro, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Bachelor of Science • Operations Manager • Sports Trainers

Experience & Education

Position:
Client Services Representative at Fidelity Investments
Location:
Attleboro, Massachusetts
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIClient Services Representativesince Mar 2012COMMONWEALTH FINANCIAL NETWORK Service Center AssociateNov 2011 - Jan 2012
Financial Consultant at AG EDWARDS & SONS
Full Profile

Emily O'connor Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Apprentice • Advisor • Team Member • Student Worker

Experience & Education

Position:
Hedge Fund Research Intern at Greenwich Alternative Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Greenwich Alternative Investments - Stamford, CTHedge Fund Research Internsince Aug 2012Fidelity Investments - Smithfield, RIAssociate Intern - Wealth Advisor ServicesJun 2012 - Aug 2012
..the Channel Managers of Fidelity Financial Advisor Solutions
Full Profile

Bruce Dyer Cleveland, OH

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Operations Manager • Marketing Manager • Training and Coaching Professional • Music Professors • Professional Development Teacher • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
VP- Regional Sales Manager New England at Fidelity Investments
Location:
Cleveland/Akron, Ohio Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIVP- Regional Sales Manager New Englandsince Aug 2012Pusateri Consulting and Training Managing DirectorOct 2010 - Aug 2012
Ten years as a financial advisor
Full Profile

Rachal Chahine Boston, MA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Operations Manager • Customer Service

Experience & Education

Position:
Accountant at AIG
Location:
Boston, Massachusetts
Industry:
Insurance
Work history:
AIG - Boston, MAAccountantsince May 2013Homesite Insurance - Boston, MAPricing Analyst2011 - 2013
Languages:
English, French, Arabic
Financial Advisor at Wells Fargo Advisors
Full Profile

Douglas Corra Cincinnati, OH

Professions & Specialties

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

Experience & Education

Title:
Financial Industry Professional looking for next job opportunity
Location:
Cincinnati Area
Industry:
Financial Services
Work history:
Merrill Lynch - 425 Walnut Street, Cincinnati, OH 45202Financial Advisor-Chartered Retirement Planning CounselorJul 2010 - Dec 2012Fidelity Investments - 100 Howe Drive, Covington, KY 41015Asset Retention SpecialistMay 2006 - Jun 2010
Full Profile

Eileen Ridgway Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Produce Manager • Production Manager • Marketing Administrator • Property Manager • Real Estate Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Communications Consultant at Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - 900 Salem Street, Smithfield RI 02917Communications Consultantsince Aug 2011Citizens Bank/Royal Bank of Scotland Marketing/Product ManagerMay 2009 - Jul 2011
Skills:
Product Management, Marketing Communications, Program Management, Management
Managed the ongoing plan sponsor and financial advisor relationships of Advisor Sold De..
Full Profile

Michael Moses Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Chief Executive • Psychology Specialist

Experience & Education

Position:
Manager, Education Content Creation at Fidelity Investments
Title:
Fidelity Investments
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fidelity Investments - Smithfield, RIManager, Education Content Creationsince Aug 2011Fidelity Investments - Merrimack, NHActive Trader ConsultantApr 2006 - Aug 2011
Financial Advisor at Edward Jones
Full Profile

Bill Dwyer New York, NY

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Customer Service • Sales Representative • Service Operations Expert • Bachelor of Arts • Chief Executive • Operations Manager

Experience & Education

Position:
Account Executive at Fidelity Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fidelity Investments Account Executivesince Aug 2011Fidelity Investments Investment RepresentativeOct 2010 - Aug 2011
Skills:
Series 7, Series 66, Insurance, CRPC, Investment Strategy, Retirement Planning, Income Protection,...
Financial Consultant at Citizens Investment Servic..
Full Profile

Financial Consultants near Smithfield, RI0107214321428535ProvidenceWarwickCranstonEast ProvidenceFranklinNorth AttleboroNorth KingstownMilfordWoonsocketLincoln


Financial Consultants around Smithfield, RI

Barrington  (4)
Bellingham  (3)
Bristol  (3)
Coventry  (4)
Cranston  (22)
Franklin  (12)
Holliston  (3)
Hopedale  (1)
Lincoln  (7)
Medway  (3)
Milford  (9)
Norfolk  (4)
Northbridge  (1)
Pawtucket  (4)
Providence  (531)
Seekonk  (3)
Sutton  (3)
Uxbridge  (2)
Warwick  (34)
West Warwick  (5)
Woonsocket  (8)
Wrentham  (6)

Financial Consultants in Rhode Island

Sub-specializations

Financial Consultant  (29)
Financial Management Analyst  (2)