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Financial Consultants in Massachusetts

Financial Consultants in Springfield, MA

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243 results found

Sid Starks East Longmeadow, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • News Anchor • Commercial Announcer • Presenter • Jockey • Horse Racer • Racer • Atmospheric Scientist • Meteorologist • Senior Art Producer • Art Producer • Media Producer

Experience & Education

Position:
Independent Financial Advisor at Sid Starks, On Air Television Talent at Sid Starks
Title:
Independent Financial Advisor at Sid Starks
Location:
East Longmeadow, Massachusetts
Industry:
Broadcast Media
Work history:
Sid Starks - 69 Maple Street,East Longmeadow, Ma 01028Independent Financial Advisorsince Nov 1995Sid Starks - New EnglandOn Air Television Talentsince May 1980
Full Profile

Andrew Hunt Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Engineer • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Contractor

Experience & Education

Position:
Sales Engineer at First Choice Communication Services Inc
Location:
Springfield, Massachusetts Area
Industry:
Telecommunications
Work history:
First Choice Communication Services Inc Sales EngineerWachovia Securities Financial Network Financial AdvisorOct 1999 - Aug 2004
Full Profile

Julius Lewis Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Advisor • Analysts • Business Administrator • Client Service Officer • Sales Representative • Sales Agent • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Customer Service • Singer • Advocate • Jurist • Legal Counsel • Associate of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Indepentant Financial Consultant at Edge on Life
Title:
Independent Financial Consultant
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Work history:
Edge on Life - 11 Preston Street, Spfld, ma 01103Indepentant Financial Consultantsince Jan 2003MASSMUTUAL Breakpoint AnalystJan 2004 - Jan 2006
Full Profile

Peggy Soucie Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Education Professional • Instructor • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Equipment Tools Purchasing Agent • Agent • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Notary Public • Advocate • Notary • Lawyers • Jurist • Legal Counsel • Cooks • Bachelor of Science • Master of Science • Nurse • Nurse Practitioner • Field Marketing Specialist • Marketing Administrator • Office Clerk • Clerical Specialist

Experience & Education

Position:
Defined Benefits Account Manager at MassMutual, Retirement Education Specialist (RSVP) at...
Title:
Defined Benefits Account Manager at MassMutual
Location:
Springfield, Massachusetts Area
Industry:
Investment Management
Work history:
MassMutual Defined Benefits Account Managersince Jan 2007MassMutual Financial Group - MassMutual Financial GroupRetirement Education Specialist (RSVP)since 2007
Certifications:
Massachusetts Life, Health & Accident Agent Licenses, Commonwealth of MA
Registered Financial Consultant/Series 7, 8, & 63
Full Profile

Roger Bird Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Business Administrator • Advisor • Equipment Tools Purchasing Agent • Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Conservator • Lawyers • Founding Member

Experience & Education

Position:
Financial Consultant, Specialist in Banking, Credit, and Leasing at Independant Consultant,...
Title:
Banking, Leasing, and Finance Professional
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Independant Consultant, Emerging Markets - US & AbroadFinancial Consultant, Specialist in Banking, Credit, and Leasingsince Sep 1995Federal Deposit Insurance Corp. (FDIC) / Resolution Trust Corp. (RTC) Managing Agent, Resolution Specialists, Credit SpecialistMay 1989 - Sep 1995
Skills:
Loans, Credit, Financial Institutions, Banking, Small Business Lending, Credit Risk, Commercial...
Full Profile

Aldo Rubinaccio Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Consultant • Counselor • Business Consultant • Advisor • Computer Software Professional • Software Developers • Independent Business Owners • Project Manager • Contractor • Systems Architect • Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Human Resources Specialist • Mathematics • Mathematician • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Project Managers

Experience & Education

Position:
Financial/Manufacturing Consultant at Independent Consultant
Location:
Springfield, Massachusetts Area
Industry:
Computer Software
Work history:
Independent Consultant Financial/Manufacturing Consultantsince Feb 2011PHOENIX Business Consulting Sr. Application Consultant2000 - Apr 2011
Skills:
Inventory Control, Cost Accounting, Capacity Planning, Accounts Payable, ERP, Business Process,...
Languages:
English, Italian, Spanish
Full Profile

Charlie Epstein Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Financial Director • Chief Executive • Financial Officer • Financial Manager • Sports Trainer • Sports Trainers • School Principal • Training and Coaching Professional • School Administrator • Educational Manager • Professional Development Teacher • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at The 401k Coach® Program, Principal at Epstein Financial Group
Title:
Impacting the Success, Satisfaction, and Significance of Plan Sponsors, Plan Advisors, and Participants
Location:
Springfield, Massachusetts Area
Industry:
Professional Training & Coaching
Work history:
The 401k Coach® Program Ownersince Jan 2002Epstein Financial Group Principalsince 1979
Full Profile

J. Arnet Springfield, MA

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Consultant • Financial Management Analyst • Financial Services Sales Agent • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Area Manager • Managers • Bachelor of Science • Operations Manager • Region Manager • Sales Representative

Experience & Education

Position:
Financial Planner, Investment Advisor Representative, Financial Services Representative at MetLife...
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
MetLife Financial Group of Massachusetts Financial Planner, Investment Advisor Representative, Financial Services Representativesince Feb 2010Bancnorth Investment Group, Springfield, Massachusetts Investment Executive/Financial AdvisorMar 2008 - Jun 2009
Full Profile

Charlie Epstein Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Entrepreneur • Representative • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor & Principal at Epstein Financial Group LLC, Financial Advisor & Principal ...
Title:
Financial Advisor
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Epstein Financial Group LLC Financial Advisor & Principalsince 1979Epstein Financial Group, LLC Financial Advisor & Principalsince 1979
Full Profile

Dararith Ly Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Operations Manager • Sales Manager • Counselor • Advisor • Business Administrator • Software Tester • Computer Specialist • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative • Sales Engineer • Market Research Analyst

Experience & Education

Position:
Financial Consultant at Citizens Investment Services
Title:
Financial Consultant, Officer
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Citizens Investment Services - greater springfield & western maFinancial Consultantsince Jul 2013MassMutual Retirement Services Business Development ManagerApr 2013 - Jun 2013
Skills:
Retirement, RFP, Pricing, Insurance, Sales Support, Competitive Analysis, Proposal Management,...
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

Kenneth Erickson Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Systems Administrator • Computer Systems Administrator

Experience & Education

Title:
Financial Controller, African development experience
Location:
Springfield, Massachusetts Area
Industry:
Accounting
Work history:
Freelance Consulting- new business development - ACCRA, GHANABUSINESS DEVELOPMENT-VOLUNTEERJun 2010 - Oct 2010KOCKS CONSULT FINANCIAL/ACCOUNTING ADVISORMar 2008 - Jan 2010
Full Profile

Kenneth Erickson Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Systems Administrator • Computer Systems Administrator

Experience & Education

Title:
Financial Controller, African development experience
Location:
Springfield, Massachusetts Area
Industry:
Accounting
Work history:
Freelance Consulting- new business development - ACCRA, GHANABUSINESS DEVELOPMENT-VOLUNTEERJun 2010 - Oct 2010KOCKS CONSULT FINANCIAL/ACCOUNTING ADVISORMar 2008 - Jan 2010
Full Profile

Carol Vitkauskas Springfield, MA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Servicer • Administrative Associate • Administrative Clerk • Clerical Specialist • Agent • Sales Agent • Client Service Officer • Sales Representative • Customer Service • Vice President • General and Operations Manager • Director of Operations • Advertising Sales Agent

Experience & Education

Title:
Loan Servicer at Florence Savings Bank
Location:
Springfield, Massachusetts Area
Industry:
Banking
Work history:
TD Wealth Management Services Inc. FSR Investment Service Center SpecialistSep 2009 - Sep 2010Bancnorth Investment Group Administrative AssistantMar 2008 - Nov 2009
..and operational changes to both the financial advisor and financial services represent..
Full Profile

Geoffrey Croteau Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Administrative Clerk • Clerical Specialist • Managers • Sales Representative • Chief Executive • Property Manager • Real Estate Manager • Graphic Designer

Experience & Education

Position:
Managing Associate at Charter Oak Insurance and Financial Services, Financial Advisor at MassMutual ...
Title:
Managing Associate at Charter Oak Insurance and Financial Services
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Charter Oak Insurance and Financial Services - 330 Whitney Ave Ste 600 Holyoke, MA 01040Managing Associatesince Aug 2011MassMutual Financial Group - MassMutual Charter Oak Insurance and Financial ServicesFinancial Advisorsince Apr 2009
Full Profile

Shereese Rodgers Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Financial Director • Business Leader • Financial Officer • Financial Manager • Chief Executive • Tax Accountant • Marketing Manager • Student Worker • Product Specialist

Experience & Education

Position:
Jr. Financial Analyst at Smith & Wesson
Location:
Springfield, Massachusetts
Industry:
Sporting Goods
Work history:
Smith & Wesson - Springfield, Massachusetts AreaJr. Financial Analystsince Apr 2013Travelers Financial ConsultantJan 2013 - Mar 2013
Full Profile

Michael Madsen Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
South windsor chamber of commerce
Community liaison for economic development
Company:
Springfield street railways employees credit union
Financial advisor to credit union employees
Full Profile

Milytza Negron Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service

Experience & Education

Work

Company:
Baystate health system
Financial counselor
Company:
Humana health plan
Specialist/ utilization
Full Profile

Tanya Lavallee Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Counselor • Supporting Member • Advisor • Team Member • Chief Executive • Operations Manager • Business Administrator • Managers • Bachelor of Science • Finance and Accounting Specialist • Payroll Supervisor • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Recruitment

Experience & Education

Position:
Financial Consultant at MassMutual Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Work history:
MassMutual Financial Group Financial Consultantsince Aug 2010MassMutual Sales Manager ConsultantJul 2006 - Aug 2010
Skills:
Insurance, Disability Insurance, Retirement Planning, Human Resources
Full Profile

Joseph Kilroy Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Business Administrator • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Deputy Manager • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Massachusetts mutual
Insurance & financial advisor
Company:
Metlife resources - Westborough, MA
Insurance & investment advisor
Full Profile

Ken Butt Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at MassMutual
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Work history:
MassMutual Financial Consultant
Full Profile

Eva Thomson Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Crocker Communications
Location:
Springfield, Massachusetts Area
Industry:
Telecommunications
Work history:
Crocker Communications Financial Consultant
Full Profile

Tanya Hwang Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Chase
Location:
Springfield, Massachusetts Area
Industry:
Banking
Work history:
Chase Financial advisor
Full Profile

Oriena Dappah Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Underwriting at Wells Fargo
Title:
financial advisor at JP Morgan
Location:
Springfield, Massachusetts Area
Industry:
Banking
Work history:
Wells Fargo Underwritingsince Jan 2009
Full Profile

Bryan Baldyga Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Metlife insurance co.
Annuity operations representative
Company:
Maffee financial group - Glastonbury, CT
Financial advisor

Skills

Sales, Presentations and trained employees.
Full Profile

Mike Mandracchia Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at The Richard Group
Location:
Springfield, Massachusetts Area
Industry:
Internet
Work history:
The Richard Group Financial Advisor
Full Profile

Robert Roy Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Guide • Counselor • Tour Guide • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Springfield, Massachusetts AreaFinancial Advisorsince 2006
Full Profile

Don Byrum Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Disability Management Services, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Work history:
Disability Management Services, Inc. Financial Consultant
Full Profile

Kenneth Butt Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at MassMutual
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Full Profile

Joseph Holden Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Plant Manager • Production Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Counselor • Leader • Advisor • Managers • Management Team Executive • Medical Assistant • Healthcare Support • Automotive Professional

Experience & Education

Position:
Plant Controller at Covidien
Title:
Plant Controller @ Covidien( Chicopee,Ma.)
Location:
Springfield, Massachusetts Area
Industry:
Accounting
Work history:
Covidien Plant Controllersince Sep 2004Setra Systems- Danaher ControllerApr 2002 - Sep 2004
Lead financial advisor to the Plant Manager and site le..
Full Profile

Aaron Smith Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Representative/Financial Advisor at New England Financial, Ambassador at YPS of Greater...
Title:
Financial Representative/Financial Advisor at New England Financial
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
New England Financial Financial Representative/Financial Advisorsince Jan 2010YPS of Greater Springfield Ambassadorsince Jun 2009
Full Profile

Mark Kurber Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Specialist • Investor • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Music Artist • Musicians • Singer

Experience & Education

Position:
Board Member at Pioneer Valley Estate Planning Council, Financial Advisor at MML Investor Services Inc
Title:
Financial Advisor at MML Investor Services Inc
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Pioneer Valley Estate Planning Council Board Membersince 2008MML Investor Services Inc Financial Advisorsince Mar 2008
Full Profile

Dana Mercure Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Computer Software Professional • Software Developers • Subject Matter Expert • Security • Skilled Professional • Training Specialist • Workforce Development Specialist • Training and Development • Tax Accountant • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Manager • Project Managers • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Senior Lawson / Infor Financial Consultant at DLM Consulting, Inc.
Title:
Consultant at DLM Consulting, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Computer Software
Work history:
DLM Consulting, Inc. Senior Lawson / Infor Financial Consultantsince Jan 2005Moffitt Cancer Research Center Senior Lawson Financial ConsultantFeb 2009 - Feb 2009
Skills:
Accounts Payable, General Ledger, Billing, Accounts Receivable, Lawson, Asset Management, EDI,...
Full Profile

Donald Byrum Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Disability Management Services, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Insurance
Full Profile

Werner Maiwald Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at The Gaudreau Group
Location:
Springfield, Massachusetts Area
Industry:
Investment Management
Work history:
The Gaudreau Group Financial Advisor
Full Profile

Keisha Dennis Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Independent Financial Consultant at Independent
Title:
Independent Financial Consultant
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Independent Independent Financial Consultantsince Jan 2013MetLife Financial Group of Massachusetts Investment Advisor Representative, Financial Services Representative2007 - Sep 2012
Full Profile

Christopher Connelly Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Foley/Connelly Benefits Group, President at Foley/Connelly Financial Partners, LLC,...
Title:
Principal at Foley/Connelly Benefits Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Foley/Connelly Benefits Group - 37 Elm Street West Springfield, MA 01089Principalsince Mar 2006Foley/Connelly Financial Partners, LLC Presidentsince 2004
Skills:
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Strategic Financial...
Financial Advisor at Fusion Financial Group
Full Profile

Christopher Connelly Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Principal at Foley/Connelly Benefits Group, President at Foley/Connelly Financial Partners, LLC,...
Title:
Principal at Foley/Connelly Benefits Group
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Foley/Connelly Benefits Group - 37 Elm Street West Springfield, MA 01089Principalsince Mar 2006Foley/Connelly Financial Partners, LLC Presidentsince 2004
Skills:
Estate Planning, Retirement Planning, Fixed Annuities, Long-term Care, Strategic Financial...
Financial Advisor at Fusion Financial Group
Full Profile

Michael Ferguson Springfield, MA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Pioneer Valley Financial Group, LLC Financial AdvisorOct 2011 - Feb 2013VALIC Financial AdvisorAug 2010 - Oct 2011
Full Profile

Merrill Gagne Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Northwestern Mutual Wealth Management Advisorsince Feb 2007Northwestern Mutual Financial Network Financial AdvisorJun 2006 - Jun 2010
Full Profile

Doug Wheat Springfield, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Financial Planner at Family Wealth Management, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Family Wealth Management, Inc. Financial Plannersince Nov 2008High Ridge Financial PrincipalDec 2006 - Nov 2008
Fee-only financial advisor with a specialty in Socially Res..
Full Profile

Chris Seeley Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant/Owner at Seeley Capital, Board of Directors at Veritas Preparatory Charter School
Title:
Financial Advisor/Principal
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Seeley Capital Financial Consultant/Ownersince 2004Veritas Preparatory Charter School - Veritas Prep- Springfield MassachusettsBoard of Directorssince May 2010
Skills:
Series 7, Series 63, Estate Planning, Investments, Wealth Management, Asset Allocation, Securities, ...
Full Profile

Karen Fontaine Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Strategy Consultant at MassMutual Financial Group
Title:
Strategy Consultant at MassMutual
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
MassMutual Financial Group - 1295 State Street, Springfield, MAStrategy Consultantsince Jul 2012MassMutual Financial ConsultantMay 2007 - Jul 2012
Full Profile

Brenda Kantor Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince 2001First Investors Corporation Registered RepresentativeJul 1985 - Dec 2001
Full Profile

Jan Porter Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Service Specialist at Harvest Capital
Title:
Harvest Capital LLC and Financial Services Specialist
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Harvest Capital Financial Service Specialistsince Mar 1991
Skills:
Investments, Fixed Annuities, Mutual Funds, Retirement, Life Insurance, Wealth, Retirement...
I am a Financial Advisor
Full Profile

David Yousefzadeh Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Springfield, Massachusetts AreaFinancial Advisorsince May 2009
Full Profile

Sandy Leese Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Advisor • Partner • Chief Executive • Customer Service • Finance and Accounting Specialist • Accounting Analyst • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Counselor • Clerical Specialist • Senior Manager • Operations Manager • Deputy Manager • Master of Business Administration

Experience & Education

Position:
Accountant in USIG at MassMutual Financial Group
Title:
Accountant at MassMutual Financial Group
Location:
Springfield, Massachusetts Area
Industry:
Accounting
Work history:
MassMutual Financial Group Accountant in USIGsince Oct 2009Mass Mutual Financial Group Accountant in Retirement IncomeJan 2008 - Oct 2009
Full Profile

Brendan Wood Springfield, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Aug 2007Dunn & Laguna Blanca Schools FacultyAug 2000 - Jul 2007
Full Profile

Susan Alvanos Springfield, MA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
CFP ®, Associate Financial Advisor at Ameriprise Financial Services, Inc.
Title:
CFP ®, and Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. CFP ®, Associate Financial Advisorsince 1999Springfield and Granby, MA Public Schools Teacher1979 - 1998
Full Profile

Daniel Miles Springfield, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Vice President Investments at UBS
Title:
Financial Advisor at UBS
Location:
Springfield, Massachusetts Area
Industry:
Financial Services
Work history:
UBS - Springfield, Massachusetts AreaVice President Investmentssince 2009Merrill Lynch Wealth Managent AdvisorNov 1986 - 2009
Full Profile


Financial Consultants near Springfield, MA0714212835WindsorBloomfieldManchesterHolyokeAmherstWilbrahamWindsor LocksSuffieldEnfieldWest Springfield