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Financial Consultants in Somerville, MA

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Here is a complete list of nearly every available Financial Consultants in Somerville, MA.

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14 results found

Sarah Balboni Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceMaster of Arts

Experience & Education

Work

Company:
Fitchburg state university
Graduate assistant
Company:
Allin consulting - Wakefield, MA
Financial consultant

Olga Okaty Somerville, MA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSupporting MemberTeam MemberFinancial ManagerManagersAdministrative ClerkClerical SpecialistServices ProfessionalSales and Service SpecialistSales AgentSales Representative

Experience & Education

Work

Company:
Centerpoint advisors, llc
Financial advisor & cfp professional
Company:
Centerpoint advisors, llc - Newton, MA
Investment associate

Skills

Wealth management and financial planning; Investment management, trading, and reporting; Investment ...

Allison Willbanks Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistChairpersonChief Executive

Experience & Education

Work

Company:
Amirault, thompson & assoc - Wakefield, MA
Administrative assistant to franchise president, financial advisor
Company:
Monument staffing - Boston, MA
Temporary employee

Skills

Microsoft Office Suite, Electronic Filing,

Marilyn Bibeau Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Boston college
Administrator of weston observatory
Company:
Various consulting companies - Cambridge, MA
Consultant & contract senior financial consultant

Christopher Hadeler Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ManagerMarketing Administrator

Experience & Education

Work

Company:
The smith companies
Annuity marketing manager
Company:
Executive financial group - St. Louis, MO
Financial advisor

Skills

MS Office, SAP, STATA, Salesforce.com, Sage ACT! CRM, various sales illustration suites

Amy Keough Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProduce ManagerProduction ManagerOperations ManagerFinancial OfficerSales ManagerSales Account AssociateSales ExecutiveBusiness AdministratorAnalystsTeam Member

Experience & Education

Work

Company:
New england private wealth advisors - Wellesley, MA
Financial advisor
Company:
John hancock financial network - Boston, MA
Senior product manager, corporate ria group

Garrett Pollard Somerville, MA

Professions & Specialties

Human Resources SpecialistRecruitmentCounselorAdvisorManagerOperations ManagerAccount Manager

Experience & Education

Work

Company:
The bowdoin group - Wellesley, MA
Recruiter
Company:
Ef education first - Cambridge, MA
Tour consultant/account manager

Liusha Hua Somerville, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerBusiness ConsultantAdvisorManagerOperations ManagerAccounting ClerkAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Dwh inc. - Boston, MA
Senior business consultant
Company:
Bao, inc - Burlington, MA
General accounting manager

Skills

Accounting software specialist-Microsoft certified Navision financial consultant

Charles Bartlett Somerville, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorDirectorFinancial OfficerFinancial ManagerOperations ManagerControllerFounderFounding MemberChief Executive

Experience & Education

Work

Company:
Fuld and company
Chief financial officer
Company:
Interpublic group, futurebrand north america - New York, NY
Controller/finance director

Brian Gibbons Somerville, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorBusiness AdministratorAdvisorOperations ManagerDirector of OperationsBachelor of Science

Experience & Education

Work

Company:
Charles schwab & co
Executive services
Company:
Td ameritrade - Boston, MA
Client service specialist

Caitlyn Dijoseph Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDeputy DirectorManagerDeputy ManagerChief ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorNon-ProfitAdvisorAdministrative ClerkClerical SpecialistManagersCashierLicensed Real Estate BrokerProperty ManagerReal Estate ManagerJuristLegal CounselFood Service WorkerFood and Beverages ProfessionalFood and Beverage AttendantGeo ScientistGeoscientist

Experience & Education

Position:
Assistant Director at Boston University, Direct Care Relief Staff at Communities for People
Title:
Assistant Director at Boston University
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Boston University - Office of Financial AssistanceAssistant Directorsince Mar 2013Communities for People - Somerville, MADirect Care Relief Staffsince Feb 2012
Financial Advisor at Boston University

Gary Deasi Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing ManagerCo-OwnerDirectorOwnerChief ExecutiveOperations ManagerMarketing AdministratorAdvertising ProfessionalAdvertising Sales AgentCreative DirectorArt DirectorCopywriterPublicity WriterAuthorMarketing ProfessionalWeb MarketerEntertainerStudent WorkerSales RepresentativeDatabase Administration ProfessionalDatabase AdministratorSoftware DevelopersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Marketing Manager at SmartBear Software, Co-Owner/Creative Director/Copywriter at adverTunes LLC
Title:
Marketing Manager at SmartBear Software
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
SmartBear Software - Beverly, MAMarketing Managersince Sep 2012AdverTunes LLC Co-Owner/Creative Director/Copywritersince Dec 2009
Financial Advisor Magazine

Jeffrey Fox Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services Sales AgentPartnerChief ExecutiveTreasurerFinancial OfficerFinancial ManagerModelPilotSupporting MemberAir Transportation WorkerTeam MemberRecruitmentHuman Resources SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Partner at CSFox Screenprinting
Location:
Greater Boston Area
Industry:
Printing
Work history:
CSFox Screenprinting Partnersince Jul 2012Sovereign Bank - Greater Boston AreaSenior Business Banking Specialist2010 - 2012

Blaine Stone Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveControlling SpecialistControllerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial OfficerFinancial ManagerCorporate ExecutiveOperations ManagerCertified Public AccountantAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelors DegreeBusiness AdministratorOrganization ManagementNon-ProfitHospital Care ProfessionalHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Comptroller at American Training, Inc., Owner at Patriot Tax and Bookkeeping, Inc.
Title:
Owner, Patriot Tax and Bookkeeping, Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
American Training, Inc. - Andover,MAComptrollersince Dec 2011Patriot Tax and Bookkeeping, Inc. Ownersince Jun 2005
Skills:
Traders, Restaurants, Salons, Private Equity, Retail, Accounting, Non-profits, Financial Reporting, ...
Languages:
English, German, Spanish
Financial Consultant at The New England Conservato..


Financial Consultants near Somerville, MA09161,8322,7483,6644,580BostonCambridgeNewtonWoburnWatertownMaldenBrooklineMedfordBelmontMelrose



Financial Consultants around Somerville, MA

Arlington  (6)
Belmont  (11)
Boston  (4,577)
Brookline  (15)
Cambridge  (111)
Chelsea  (4)
Everett  (5)
Malden  (16)
Medford  (12)
Melrose  (9)
Newton  (62)
Watertown  (18)
Winchester  (7)
Woburn  (31)

Financial Consultants in Massachusetts

Sub-specializations

Financial Consultant  (14)