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Financial Consultants in New York

Financial Consultants in South Hampton, NY

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5 results found

Richard Lennon South Hampton, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Account Associate • Sales Representative • Sales Executive • Sales Manager • Volunteer • Independent Contractor • Analyst • International Affairs • Non-Profit • Contractor • Analysts • Bachelor of Business Administration • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Sales Associate at Town and Country Real Estate
Title:
Residential and Commercial Agent at Town and Country Real Estate
Location:
Southampton, New York
Industry:
Real Estate
Work history:
Town and Country Real Estate - Southampton, NYSales Associatesince Jan 2011McLauchlen Real Estate Sales AssociateJan 2006 - Dec 2010
Skills:
Real Estate, Microsoft Office, Project Management, Sales, Market Research, Strategic Planning,...
Languages:
Russian, Spanish
Full Profile

James Rozzi South Hampton, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Member • Manager • Operations Manager • Sales Manager • Sales Executive • Chief Executive • Financial Analyst • Paralegal • Litigation Support Specialist

Experience & Education

Work

Company:
Advant-guard wealth management, llc
Managing member of ria
Company:
Vanguard
Ny sales executive / etf wholesaler
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Erik Degroot New York, NY

Professions & Specialties

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

Experience & Education

Position:
Account Vice President-Investments at UBS Financial Services, Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc Account Vice President-Investmentssince May 2008RBC Wealth Management - Southampton, NYFinancial ConsultantMar 2002 - May 2008
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Angela Siefert New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • SalesForce Administrator • Database Administration Professional • Database Administrator • Bachelor of Business Administration • Research Assistant • Researcher • Survey Researcher • Analysts

Experience & Education

Position:
Financial Analyst - Valuation Control & Analytics at Citi
Title:
Financial Analyst at Citi
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Citi - New York, NYFinancial Analyst - Valuation Control & Analyticssince Jun 2012Citi - Greater New York City AreaSummer FAJun 2011 - Aug 2011
Skills:
Valuation, Residential Mortgages, Commercial Mortgages, Cleantech, VBA, Financial Modeling,...
Assisted a Financial Advisor with $250m AUM with investment s..
Full Profile

Carlos Salmon Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Corporate Executive • Chief Executive • Model

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Merrill Lynch - Hartford, CTFinancial Advisorsince Sep 2012Carla’s Supermarket - Hartford, Connecticut AreaGeneral ManagerNov 2011 - Jul 2012
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Financial Consultants near South Hampton, NY023466992115New HavenGuilfordBranfordMadisonMysticEssexEast HamptonWaterfordMiddle IslandDeep River


Financial Consultants around South Hampton, NY

Branford  (16)
Brookhaven  (1)
Chester  (3)
Coram  (4)
Deep River  (5)
Durham  (2)
East Haddam  (5)
East Hampton  (6)
East Lyme  (1)
Eastport  (1)
Essex  (6)
Farmingville  (5)
Gales Ferry  (2)
Greenport  (2)
Groton  (4)
Guilford  (17)
Hampton Bays  (2)
Holtsville  (3)
Ivoryton  (1)
Madison  (14)
Mattituck  (1)
Miller Place  (2)
Mount Sinai  (2)
Mystic  (10)
New Haven  (112)
Niantic  (1)
Northford  (1)
Peconic  (1)
Remsenburg  (1)
Rocky Point  (2)
Sagaponack  (1)
Selden  (1)
Southold  (2)
Uncasville  (1)
Waterford  (6)
Westbrook  (2)
Yaphank  (3)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (5)