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Financial Consultants in Connecticut

Financial Consultants in Stamford, CT

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219 results found

William Schink Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Managing Partner • Partner • Financial Director • Director • Chief Executive Officer • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Corporate Executive • Analyst • Counselor • Investor • Construction • Analysts • Advisor • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Human Resources Specialist • Recruitment

Experience & Education

Position:
Managing Partner at DIXON CAPITAL PARTNERS, LLC
Title:
Managing Partner, Dixon Capital Partners LLC.
Location:
United States
Industry:
Financial Services
Work history:
DIXON CAPITAL PARTNERS, LLC - Stamford, CTManaging Partnersince 2009Al Rayan Investment Company PJSC (Abu Dhabi, UAE) Chief Financial Officer/Managing Director2008 - 2009
Skills:
New Business Development, Relationship Management, Customer Presentations, Creative thinking,...
Languages:
some spoken French
Financial advisor for 360 Replays
Full Profile

Lindsay Brown Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Receptionist • Front Desk Clerk • Administrative Clerk • Clerical Specialist • Front Office Receptionist • Office Administrator • Operations Manager • Office Clerk • Advisor • Director • Chief Administrative Officer • Chief Executive • Psychologist • Advocate • Jurist • Legal Counsel • Customer Service Associate • Agent • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Graphic Designer • School Principal • School Administrator • Educational Manager • Master of Social Work • High School Diploma • Data Scientist • Student Worker • Psychology Specialist

Experience & Education

Position:
Receptionist/Administrative Assistant at Townsquare Media
Title:
Receptionist & Administrative Assistant at Townsquare Media
Location:
Stamford, Connecticut
Industry:
Executive Office
Work history:
Townsquare Media - Greenwich, CTReceptionist/Administrative Assistantsince Mar 2013Edward Jones - Stamford, CTBranch Office AdministratorApr 2012 - Mar 2013
Skills:
Microsoft Office, PowerPoint, Data Entry, Customer Service, Event Planning, HTML, Excel, Outlook,...
Languages:
Spanish
I run office operations for my financial advisor in our branch
Full Profile

Alex Cohen Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Advisor • Sports Trainer • Sports Trainers • Operations Manager • Team Member • Student Worker • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Merrill Lynch - Stamford, CTFinancial Advisorsince 2011Chase Investment Services Corp Vice President - Financial AdvisorMay 2010 - 2011
Skills:
Finance, Strategic Financial Planning, Wealth Management, Trust and Estate Planning, Retirement...
Full Profile

Ankush Gupta Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Supporting Member • Team Member • Model • Senior Associate • Non-Profit • Research Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Global Strategic Initiatives at Starwood Hotels & Resorts Worldwide, Inc.
Location:
Stamford, Connecticut
Industry:
Consumer Services
Work history:
Starwood Hotels & Resorts Worldwide, Inc. - New YorkGlobal Strategic Initiativessince Sep 2011Barclays Capital - Greater New York City AreaSenior Associate - Investment Bankng - Global Consumer GroupJul 2009 - Jul 2011
Skills:
Financial Modeling, Financial Analysis, Strategy, Competitive Analysis, Business Strategy,...
Languages:
Spanish, Hindi
with Barclays Capital serving as sole financial advisor to General Mills
Full Profile

Maria Kakoullis Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Supporting Member • Analyst • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Analyst • Market Research Analyst • Advisor • Paralegal • Student Worker • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Chief Executive • Operations Manager • Data Scientist

Experience & Education

Position:
Business Analyst New England Market at Merrill Lynch
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Merrill Lynch Business Analyst New England Marketsince Aug 2012Merrill Lynch - Garden City, NYClient Associate (Part Time)Sep 2008 - Aug 2012
Languages:
Greek
Increased financial advisor production rates by developing c..
Full Profile

Thomas Caruso Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Psychologist • Database Administration Professional • Database Administrator • Sales Representative • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch - global wealth management
Financial advisor (practice management development program)
Company:
Jpmorgan hedge fund services - fund of hedge funds custody - Greenwich, CT
Senior operations specialist

Skills

Proficient in Microsoft Word and PowerPoint. Extensive experience with Excel and Salesforce. ...
Full Profile

Jennifer Cephus Stamford, CT

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Area Manager • Managers • Government Service Executive • Government Administration Officer • Civil Servant • Region Manager • Operations Manager • Project Managers

Experience & Education

Position:
Private Client Manager at US Trust
Location:
Stamford, Connecticut
Industry:
Banking
Work history:
US Trust Private Client Managersince Oct 2010Bank of America Merrill Lynch Senior Wealth Management BankerMar 2008 - Oct 2010
..to affluent clients in support of the Financial Advisor and client relationships
Full Profile

Bill Binder Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Security • Training Manager • Managers • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Sales Agent • Technical Specialist • Technical Support Specialists • Operations Manager • Law Specialist • Lawyers • Construction Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Financial Consultant, Partnered with AXA ADVISORS
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
AXA Equitable - Stamford, CT & Manahawkin, NJFinancial Consultant2008 - 2011Centennial Financial - Westchester County, New YorkBusiness Development / Recruiting and Training Manager2006 - 2008
Skills:
Construction & Maintenance: Technical Skills as well as Project Management, Property...
Full Profile

Jim Pelgrift Purchase, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Advisor • Corporate Executive • Operations Manager • Non-Profit

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor, Morgan Stanley Wealth Management
Location:
Purchase, New York
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Purchase, NYFinancial Advisorsince Aug 2011Park Ridge Advisors, L.L.C. - Stamford, CTPresidentJul 2001 - Jul 2011
Full Profile

Y Lee Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Supporting Member • Advisor • Team Member • Summer Associate • Paralegal • Master of Business Administration • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Morgan stanley wealth management
Financial advisor
Company:
Royal bank of scotland, global banking & markets (gbm) - Stamford, CT
Us derivative and fixed income strategist
Full Profile

Yanira Sigua Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Global funding llc
Financial consultant
Full Profile

Kevin Bowden Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Director • Chief Executive • Advisor • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Edward Jones - Stratford, CTFinancial Advisorsince Feb 2012The Hartford Regional Marketing DirectorAug 2010 - Feb 2012
Full Profile

Richard Reynolds Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Philanthrope • Non-Profit • Owner • Vice President • Manager • Chief Executive Officer • Assistant Vice President • Chief Executive • Operations Manager • Corporate Executive • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Master of Business Administration • Master of Science • Automotive Specialist • Automotive Professional

Experience & Education

Title:
Regional Development at The University of Notre Dame
Location:
United States
Industry:
Philanthropy
Work history:
Merrill Lynch - Stamford, CTFinancial AdvisorJul 2011 - Nov 2012Morgan Stanley - Stamford, CTFinancial AdvisorApr 2010 - Jun 2011
Skills:
Equities, Strategic Financial Planning, Securities, Management, Series 7, Insurance, Customer...
Full Profile

Patrick Kelly Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Application Support • Computer Software Professional • Support Specialists • Software Developers • Supporting Member • Team Member • Sports Trainer • Sports Trainers

Experience & Education

Position:
Support Administrator at Triple Point Technology
Title:
Application Support
Location:
Stamford, Connecticut
Industry:
Computer Software
Work history:
Triple Point Technology - Westport, CTSupport Administratorsince Jun 2012Wells Fargo Advisors, LLC Registered Client AssociateJan 2012 - Jun 2012
..product knowledge and support for a Financial Advisor in areas of
Full Profile

Alana Manyong Stamford, CT

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Consultant at Charles Schwab
Title:
Associate Financial Consultant
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Charles Schwab - Stamford, CTAssociate Financial Consultantsince Sep 2010
Full Profile

Brian Anderson Stamford, CT

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Laidlaw & Company
Title:
Senior Financial Consultant with Laidlaw & Co.
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Laidlaw & Company - Stamford, CTSenior Financial Advisorsince Feb 2001
Skills:
Series 63, Series 7, Investments, Equities, Fixed Income, Investment Banking
Certifications:
Registered Representative, FINRA
Uniform Combined State Law Exam, FINRA
Full Profile

Justin Kaufman Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Construction • Project Managers

Experience & Education

Position:
Project Manager at ServiceMaster Recovery Management
Location:
Stamford, Connecticut
Industry:
Construction
Work history:
ServiceMaster Recovery Management Project Managersince Feb 2009AXA Equitable Financial AdvisorJun 2008 - Jan 2009
Full Profile

Brian Fitzgerald Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
Internal Wholesaler at Legg Mason
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Legg Mason - Stamford, CTInternal Wholesalersince May 2013Merrill Lynch - Greater New York City AreaFinancial AdvisorJul 2010 - May 2013
Full Profile

Thomas Kester Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Representative • Marketing Manager • Partner • Chief Executive • IT Manager

Experience & Education

Work

Company:
Massachusetts mutual life insurance
Financial advisor
Company:
Cetera advisors llc
Branch manager, investment advisor representative

Skills

Sales Management, Finance Strategy, Finance Benchmarking, Finance Transformation, Finance Service...
Full Profile

Jesenia Sena Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Supporting Member • Counselor • Team Member • Advisor • Personnel Manager • Recruitment • Personnel Specialist

Experience & Education

Work

Company:
Stamford health systems
Team leader of financial counselors
Company:
Stamford health systems
Financial counselor
Full Profile

Brian Pisacich Ridgefield, CT

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:
Ridgefield, Connecticut
Industry:
Financial Services
Work history:
Merrill Lynch - Ridgefield, CTFinancial Advisorsince Jun 2012Morgan Stanley Smith Barney - Westport, CTFinancial AdvisorMar 2003 - Jun 2012
Full Profile

German Tarazona Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Credit Analyst • Controller • Loan Accountant

Experience & Education

Work

Company:
Glencore ltd - Stamford, CT
Contracts administrator / credit analyst/temp position
Company:
Us limousine worldwide - Stamford, CT
Logistics controller
Full Profile

Tracey Miller Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Treasurer • Chief Executive • Financial Officer • Financial Manager • Deputy Manager

Experience & Education

Work

Company:
Camp amerikids
Financial consultant
Company:
Plainfield asset management
Vice president and assistant treasurer

Skills

International Cash & Liquidity Management , Cash Forecasting Models, Investment Policy &...
Full Profile

Ryan Gildersleeve Stamford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Sep 2003Merrill Lynch Vice PresidentSep 1997 - Sep 2003
Certifications:
Certified Financial Planner™*, Certified Financial Planning Board
Full Profile

Derrick Cobbs Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Support Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Patient Account Representative • Posting Clerk • Biller

Experience & Education

Work

Company:
Crius energy
Commercial sales analyst
Company:
Stamford health integrated practices - Stamford, CT
Financial counselor/patient account representative
Full Profile

Michael Jaramillo Stamford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Laidlaw & Company (UK) Ltd.
Title:
Financial Consultant
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Laidlaw & Company (UK) Ltd. - StamfordFinancial Consultantsince Dec 2011Laidlaw & Company (UK) Ltd. - Greater New York City AreaFinancial ConsultantOct 2007 - Apr 2010
Full Profile

Peter Hart Stamford, CT

Professions & Specialties

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

Experience & Education

Position:
Principal at Retirement & Benefit Systems, LLC, Financial Advisor at MassMutual Financial Group
Title:
Principal, Retirement & Benefit Systems, LLC
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Retirement & Benefit Systems, LLC Principalsince 1994MassMutual Financial Group Financial Advisorsince 1987
Full Profile

Diane Zinicola Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Daycare Provider • Childcare Workers • Counselor • Advisor

Experience & Education

Work

Company:
Daycare - grandson
Daycare provider
Company:
S.n. phelps & co - Stamford, CT
Accounting/financial consultant
Full Profile

Michael Gregory Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Founding Member • Operations Manager • Bachelor of Arts • Business Administrator

Experience & Education

Work

Company:
J.p. morgan chase
Financial advisor and vice president of investments
Company:
Edward jones investments - Mount Kisco, NY
Financial advisor

Skills

NASD Series 7 and 66 Licensed
Full Profile

Kyle Harris Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Advisor • Representative • Customer Service

Experience & Education

Work

Company:
Indeed.com - Stamford, CT
Small business advisor
Company:
Diversified investment advisors - Harrison, NY
Financial advisor / customer representative

Skills

Knowledge of all Microsoft products, minor IT knowledge, Series 6 license
Full Profile

Nathan Boyarsky Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Associate • Operations Manager

Experience & Education

Work

Company:
Reich & tang asset managers
Operations associate
Company:
Joseph gunnar & co - New York, NY
Financial consultant

Skills

MS Excel, MS Word, MS PowerPoint, MS Access, Equity Research, Financial Statement Analysis, Portfolio
Full Profile

Jeffrey Lombardo Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Chief Executive

Experience & Education

Work

Company:
Baymeadows advisors, llc
Managing principal
Company:
Wells fargo advisors - Old Greenwich, CT
Financial advisor
Full Profile

Barbara Jordan Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager

Experience & Education

Work

Company:
Axa financial
Executive assistant to william binder, financial consultant
Company:
Morgan stanley smith barney
Executive assistant to coo - investment strategies and client solutions
Full Profile

Louis Fils Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Analyst • Analysts

Experience & Education

Work

Company:
Financial tracking technologies, llc - Greenwich, CT
Compliance analyst
Company:
John thomas financial - New York, NY
Financial advisor

Skills

Liscense: Series 7 & 63
Full Profile

A. Young Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Finance • Vice President • Financial Manager • Chief Executive • Financial Officer • Loan Accountant

Experience & Education

Work

Company:
Source capital group
Vice president investment marketing
Company:
Metlife securities llc - Shelton, CT
Financial advisor
Full Profile

Jack Ramaley Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Supporting Member • Team Member • Operations Manager

Experience & Education

Work

Company:
People's united bank
Financial service associate
Company:
Axa equitable - White Plains, NY
Financial advisor
Full Profile

Marisa Rothstein Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Chief Executive • Law Clerk • Judicial Law Clerk

Experience & Education

Work

Company:
Asset strategies, inc
Marketing director & financial advisor
Company:
Honorable melvin gelade, new jersey superior court of middlesex county - New Brunswick, NJ
Law clerk
Full Profile

Jason Klein Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Charles schwab & co
Financial consultant
Company:
Key points
Associate financial consultant
Full Profile

Anita Smith Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Team Member

Experience & Education

Work

Company:
Charles schwab & co. inc
Vice president financial consultant
Company:
Charles schwab & co. inc - Stamford, CT
Associate financial consultant
Full Profile

Barrett Keller Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solicitor • Lawyers • Operations Manager

Experience & Education

Work

Company:
Oppenheimer & co. inc
Financial advisor
Company:
Georgeson shareholder services - New York, NY
Proxy vote solicitor
Full Profile

Brian Neligan Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • Chief Research Officer • Chief Executive

Experience & Education

Work

Company:
Each enterprise, llc
Director of research
Company:
Yale new haven health system - Greenwich, CT
Patient financial counselor

Skills

MS Word, Excel, PowerPoint
Full Profile

Ketty Desrouleaux Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor

Experience & Education

Work

Company:
Howard county general hospital - Columbia, MD
Admitting counselor
Company:
Tenet healthcare - Framingham, MA
Financial counselor/registrar/insurance specialist
Full Profile

Brenda Delmore Stamford, CT

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Manager • Operations Manager • Project Analyst • Business Administrator • Analysts • Bachelor of Science • School Administrator • Educational Manager

Experience & Education

Work

Company:
Junior achievement
Regional manager
Company:
Ubs - Stamford, CT
Financial advisor
Full Profile

Luis Valdespino Stamford, CT

Professions & Specialties

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

Experience & Education

Work

Company:
New england wealth strategies
Investment advisor representative
Company:
Axa advisors - Stamford, CT
Financial consultant
Full Profile

Cole Studebaker Stamford, CT

Professions & Specialties

Financial Specialist • Financial Services Professional • Loan Officer • Financial Consultant • Financial Services Sales Agent • Loan Officers • Business Administrator • Security Specialist • Security • Supporting Member • Team Member • Sales Manager • Sales Director • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analyst • Project Manager • Recognition • Analysts • Vice President of Sales • Team Leader • Project Managers • Vice President • Chief Executive • Performer • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Security Specialist at G4S Secure Solutions (USA) Inc.
Title:
BUSINESS MANAGEMENT / TEAM LEADERSHIP
Location:
Stamford, Connecticut
Industry:
Security and Investigations
Work history:
G4S Secure Solutions (USA) Inc. - Greater New York City AreaSecurity Specialistsince Nov 2009London Street Holdings LLC - Norfolk, VAPART-TIME BUILDING & SALES MANAGERMay 2003 - Nov 2009
Skills:
Government, Strategic Planning, Contract Negotiation, Military, Public Speaking, Microsoft Office,...
Financial Advisor Training
Full Profile

Rob Trovato Stamford, CT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supervisor • Counselor • Managers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Client Service Officer • Sales Representative • Model • Bachelors Degree • Chief Networking Officer • Customer Relations • Customer Service • Insurance Professional • Underwriter

Experience & Education

Title:
Licensed and Experienced Financial professional
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
Vision Financial Markets LLC - Stamford, CTSupervisor, Client Services / New AccountsAug 2012 - Jul 2013HSBC Private Bank - Midtown Manhattan, NYCOperations SpecialistOct 2011 - Aug 2012
ASSISTANT TO FINANCIAL ADVISOR at Egidio
Full Profile

Jose Fabre Stamford, CT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Non-Profit • Advisor • Founder • Founding Member • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Language Specialist

Experience & Education

Position:
Product Consultant at S&P, Founder at ALPFA Hofstra University Student Chapter
Title:
Product Consultant at S&P
Location:
Stamford, Connecticut
Industry:
Financial Services
Work history:
S&P Product Consultantsince Aug 2012ALPFA Hofstra University Student Chapter Foundersince Nov 2010
Languages:
Spanish, English, French
..Lynch's Private Wealth Management with financial advisor
Full Profile

John Gallagher Stamford, CT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Financial Director • Financial Officer • Financial Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Wheeler • Automobile Mechanic • Automotive Specialist • Automotive Professional • Human Resources Specialist • Recruitment • Master of Business Administration • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Director of Client Service at Resources Global Professionals
Title:
Business Development and Relationship Management at RGP (Resources Global Professionals)
Location:
Stamford, Connecticut
Industry:
Management Consulting
Work history:
Resources Global Professionals Director of Client Servicesince Jul 2010MasterCard Senior Business Leader-FinanceMar 2003 - Apr 2010
Financial Consultant at Resources Connection
Full Profile

Calvin Jones Stamford, CT

Professions & Specialties

Representative • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Work

Company:
Sunovion pharmaceutical
Major markets representative
Company:
Astrazeneca pharmaceutical
Cardiovascular sales specialist
Full Profile

John Neenan Stamford, CT

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Work

Company:
Euro pacific capital
Company:
Massmutual financial services - Danbury, CT
Private wealth advisor

Skills

Series 7, 66, 63, 31 CRPC
Full Profile


Financial Consultants near Stamford, CT023466992115Huntington StationWestportWhite PlainsNorwalkGreenwichPurchaseWiltonSyossetRidgefieldNew Canaan