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Financial Consultants in Smithtown, NY

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17 results found

Anthony Deturris Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeApprenticeClient Service OfficerBachelor of ScienceStudent WorkerCustomer Service

Experience & Education

Work

Company:
Merrill lynch
Financial advisor, practice management development program
Company:
Jp morgan chase & co - Sayville, NY
Registered representative of chase investment services corp.

Andrew Malone Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentReal Estate AppraiserBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
J.c. appraisals network, inc.
Real estate appraiser
Company:
Gunnallen financial - Farmingdale, NY
Financial consultant

Michael Murphy Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Icc
Financial advisor

Brendan Shepherd Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerBusiness AdministratorOperations Manager

Experience & Education

Work

Company:
Metropolitan life insurance company
Financial advisor
Company:
Delta funding corporation - Woodbury, NY
Senior account manager

Anthony Rannazzisi Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior ManagerOperations Manager

Experience & Education

Work

Company:
Robert half management resources
Financial consultant
Company:
Control solutions international - New York, NY
Senior manager - internal audit

Mark Salerno Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerApprenticeStudent WorkerFounderFounding MemberChief ExecutiveSales ManagerMarketing ProfessionalAdvertising Sales AgentSales Executive

Experience & Education

Work

Company:
Wells fargo advisors - Smithtown, NY
Financial advisor
Company:
Executive management, inc - Nesconset, NY
Account manager intern

Skills

Series 7, Series 66

Nikolaos Coutis Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantCustomer Service

Experience & Education

Work

Company:
Hsbc bank usa
Vp, premier relationship manager
Company:
Prudential financial
Financial consultant

Skills

ChFC, Series 6, Series 63, Life & Health

Cristina Pace Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Pjp enterprises, inc - Las Vegas, NV
Administrative assistant
Company:
Aig - Las Vegas, NV
Icm financial advisor group

Michael Cortes Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Life Plan Advisors Inc.
Location:
Smithtown, New York
Industry:
Financial Services
Work history:
Life Plan Advisors Inc. Presidentsince 1990MetLife Financial Advisor2003 - 2013

Nicholas Filippis Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales ExecutiveSales ManagerDirectorOperations ManagerCounselorBusiness AdministratorAdvisorBachelor of Science

Experience & Education

Work

Company:
Information mosaic
Svp business development
Company:
Servicespan - Plainview, NY
Senior sales executive

Karen Estrada Smithtown, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice President of FinanceSenior Vice PresidentFinancial DirectorVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerManagerSenior ManagerOperations ManagerBachelor of Business AdministrationAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Catholic health services of long island
Vice president of finance - maryhaven center of hope
Company:
Catholic health services of long island
Senior vice president and chief financial officer

Alisha Gay Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising Sales AgentTerritory Sales ManagerRegion ManagerArea ManagerManagersTeam MemberBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Lexisnexis martindale-hubbell, long island, ny
Law firm marketing specialist
Company:
Yellowbook - Uniondale, NY
District sales manager

Jerry Dessart Smithtown, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorAuditorComputer ProgrammerProgrammerOwnerChief ExecutiveMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare Support

Experience & Education

Work

Company:
Victory coding & billing
Consultant/auditor surgical outpatient services
Company:
Stony brook hospital
Lead coder

Nicholas Klopsis New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperDeputy DirectorVice PresidentDeputy ManagerChief ExecutiveManagers

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Smithtown, NYFinancial Advisorsince 2010Bear Stearns Asset Management - New York, NYAssociate Director2005 - 2009
Skills:
Series 7, Series 66, Wealth Management, Asset Managment, Portfolio Management, Asset Allocation,...

Brian Francfort Atlanta, GA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberTeam Member

Experience & Education

Title:
MBA Candidate - Goizueta Business School, Emory University
Location:
Atlanta, Georgia
Industry:
Financial Services
Work history:
Charles Schwab - Smithtown, NYVP - Financial ConsultantJul 2010 - Apr 2012Charles Schwab Associate Financial ConsultantAug 2009 - Jun 2010
Skills:
Series 7, Series 66

Nicholas Paulson New York, NY

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentAnalystApprenticeAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales AgentSales RepresentativeStudent Worker

Experience & Education

Position:
Fixed Income Trade Support Analyst at RBC Capital Markets
Title:
Fixed Income Trade Support at RBC Capital Markets
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
RBC Capital Markets Fixed Income Trade Support Analystsince Oct 2012RBC Capital Markets - Greater New York City AreaOperations InternJun 2012 - Aug 2012
Skills:
Excel, Word, PowerPoint, Mac, Microsoft Word, Investments, Analysis, Spreadsheets, Financial...
Helped financial advisor match products with client goals

Eric Guerriere New York, NY

Professions & Specialties

Loan OfficersFinancial Services ProfessionalFinancial Services Sales AgentAuditorFinance and Accounting SpecialistTax PreparerAccounting BookkeeperBookkeeperTax AccountantIndependent Business OwnersIndependent ContractorContractorOwnerManagerChief ExecutiveOperations ManagerSecurityManagersInspectorSales ManagerSales SupportSales ExecutiveServices ProfessionalSales and Service SpecialistCorrespondentReporterBachelor of ArtsComputer Software ProfessionalSoftware DevelopersCustomer Service

Experience & Education

Position:
Auditor at RGIS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
RGIS - Suffolk County, NYAuditorsince May 2013Jackson Hewitt - 64 E Sunrise Highway Lindenhurst, New YorkTax PreparerJan 2007 - Apr 2013
Senior Financial Counselor at Edge Solutions


Financial Consultants near Smithtown, NY023466992115Huntington StationWestportNorwalkBridgeportFairfieldHauppaugeSyossetBabylonWoodburyFarmingdale



Financial Consultants around Smithtown, NY

Amityville  (5)
Babylon  (19)
Bethpage  (2)
Bohemia  (9)
Bridgeport  (61)
Brookhaven  (1)
Commack  (11)
Copiague  (2)
Coram  (4)
Deer Park  (7)
East Islip  (1)
Fairfield  (46)
Farmingdale  (11)
Farmingville  (5)
Greenlawn  (9)
Hauppauge  (38)
Holbrook  (6)
Holtsville  (3)
Lake Grove  (3)
Miller Place  (2)
Mount Sinai  (2)
Nesconset  (5)
Northport  (5)
Norwalk  (76)
Oakdale  (5)
Rocky Point  (2)
Sayville  (6)
Selden  (1)
Southport  (4)
Syosset  (26)
West Islip  (8)
Westport  (79)
Woodbury  (18)
Yaphank  (3)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (18)