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Financial Consultants in New Jersey

Financial Consultants in Summit, NJ

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23 results found

Joseph Haun Summit, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Construction Laborer • Retail Professional • Retail Salesperson

Experience & Education

Work

Company:
Jim dann ceramic tile
Construction laborer
Company:
R. seelaus & co - Summit, NJ
Financial advisor - retail sales
Full Profile

Laura Cuozzo Morristown, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Employment Assistant • Human Resources Specialist • Employee Placement Specialist • Recruitment • Representative • Coordinator • Expedition Specialist • Managers • Logistician • Personnel Manager • Personnel Specialist • Receptionist • Front Desk Clerk • Business Administrator • Office Clerk • Clerical Specialist • Team Member • Front Office Receptionist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Nurse • Nurse Practitioner • Operations Manager

Experience & Education

Position:
Recruitment Assistant at Atlantic Health System
Location:
Morristown, New Jersey
Industry:
Human Resources
Work history:
Atlantic Health System - Morristown, NJRecruitment Assistantsince Jul 2012Northwestern Mutual Financial Network - Summit/Morristown, NJNew Financial Representative Support CoordinatorJan 2010 - Oct 2011
..order to increase public awareness of Financial Advisor opportunities at our firm
Full Profile

Maria Gilmour Summit, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Organization Management • Supporting Member • Team Member • Contractor • Model • Data Analyst • Data Entry Specialist • Data Scientist • Master of Business Administration • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Finance & Operations Manager at Susan G. Komen for the Cure, North Jersey Affliate
Location:
Summit, New Jersey
Industry:
Nonprofit Organization Management
Work history:
Susan G. Komen for the Cure, North Jersey Affliate - Summit, NJFinance & Operations Managersince Apr 2013Faith Popcorn's BrainReserve - New York, NYManaging AssociateMar 2012 - Apr 2013
investor relations departments and the financial advisor
Full Profile

Gregory Lindner Summit, NJ

Professions & Specialties

Financial Services Sales Agent • Sales Representative • Sales Agent

Experience & Education

Work

Company:
Ashley home stores - Hasbrouck Heights, NJ
Sales representative
Company:
Sears corporation - Watchung, NJ
Sales representative
Full Profile

Tracy Robinson Summit, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Produce Manager • Marketing Manager • Production Manager • Marketing Administrator • Operations Manager • Bachelor of Arts • Business Administrator

Experience & Education

Work

Company:
Merrill lynch, pierce fenner & smith, inc - New York, NY
Cd product manager
Company:
Insured savings account - New York, NY
Marketing manager
Full Profile

Christopher Loguda Summit, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Manager • Operations Manager • Business Administrator • Supporting Member • Team Member • Bachelor of Science • Real Estate Sales Agent

Experience & Education

Work

Company:
Weight watchers international, inc - New York, NY
401(k) plan consultant
Company:
Bank of america / merrill lynch - Pennington, NJ
Operations team manager
Full Profile

David Romano Summit, NJ

Professions & Specialties

Assistant Vice President • Vice President • Chief Executive • Operations Manager • Supporting Member • Operations Associate • Team Member

Experience & Education

Work

Company:
Bessemer trust
Assistant vice president - trading and portfolio associate
Company:
Prudential financial - Newark, NJ
Sr. investment operations associate - prudential investment management
Full Profile

Natashia Hall Summit, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Coordinator • Advisor

Experience & Education

Work

Company:
Conifer health solutions-atlanta medical center (south campus)
Patient access supervisor
Company:
Conifer health solutions-atlanta medical center (south campus) - A
Patient access lead
Full Profile

Dennis Gottlieb Summit, NJ

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • Sales Director • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Adt/corporate
Sales representative
Company:
Adt/eversafe security
Sales representative
Full Profile

Dan Kopczynski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Agent • Client Service Officer • Supplier • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Customer Service • Accounts Payable • Accounts Payable Specialist

Experience & Education

Position:
Senior Specialist, Financial Planning & Analysis at Merck
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Merck - Summit, NJSenior Specialist, Financial Planning & Analysissince Dec 2012Merck Senior Specialist, Customer Finance ManagerJan 2011 - Dec 2012
Skills:
Accounting, Auditing, Financial Reporting, GAAP, Internal Controls, Financial Forecasting,...
Financial advisor for all areas of the business
Full Profile

George Reedy New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Security • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Vice President • Chief Executive • Operations Manager • Financial Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Investment Advisor at R. Seelaus & Co., Inc.
Title:
Investment Advisor at R. Seelaus
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
R. Seelaus & Co., Inc. - Summit, NJInvestment Advisorsince Jan 2009Thrivent Financial for Lutherans Financial AdvisorJan 2008 - Jan 2009
Languages:
Spanish
Certifications:
Series 7, FINRA
Series 65, FINRA
Full Profile

Jason Hollowell New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at PNC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC - Summit, NJFinancial Specialistsince Jan 2013Morgan Stanley - Short Hills, NJFinancial AdvisorOct 2011 - Jan 2013
Full Profile

Diego Chumaceiro New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Coordinator • Advisor • Business Administrator • Supporting Member • Managers • Team Member • Sports Trainer • Sports Trainers • Recruitment • Human Resources Specialist • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Psychology Specialist

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Greater New York City Area
Industry:
Banking
Work history:
AXA Advisors - Morristown, NJFinancial Consultantsince Oct 2012Delitely - Summit, NJRelationship ManagerNov 2011 - Oct 2012
Full Profile

Bruce Ficken New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Financial Consultant at PGB Financial Services
Title:
Financial Consultant
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PGB Financial Services - Summit, NJSenior Financial Consultantsince Feb 2012Merrill Lynch Financial AdvisorOct 2009 - Jan 2011
Full Profile

Bruce Zenna New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at R. Seelaus & Co., Inc.
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
R. Seelaus & Co., Inc. - Summit, NJFinancial Advisorsince Mar 2013Barnum Financial office of MetLife - Elmwood Park, NJInvestment AdvisorOct 2011 - Jan 2013
Full Profile

John Piszko New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Vice President - Investments at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Summit, NJFinancial Advisor, Vice President - Investmentssince Apr 2009Banc of America Investments Financial AdvisorAug 2001 - Apr 2009
Certifications:
CERTIFIED FINANCIAL PLANNER™,
Full Profile

Christina Gentile New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at R. Seelaus & Co., Inc.
Title:
Financial Advisor at R. Seelaus & Co. Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
R. Seelaus & Co., Inc. - Summit, NJFinancial Advisorsince May 2012
Skills:
Series 7, Series 66, Life & Health Insurance Licenses, Retirement Planning, Wealth Management,...
Full Profile

Craig Russ New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Florham Park, NJFinancial Advisor, Vice Presidentsince Nov 2011Merrill Lynch - Summit, NJVice PresidentOct 2007 - Nov 2011
Full Profile

Stanley Beckerman New York, NY

Professions & Specialties

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

Experience & Education

Position:
Sr. VP, Municipal Sales at Maxim Group, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Maxim Group, LLC - New York CitySr. VP, Municipal Salessince Jun 2013R. Seelaus & Co. - Summit, NJSr. VP, Financial AdvisorOct 2009 - Mar 2013
Full Profile

Javier Rivero Miami, FL

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Associate in Applied Science • Business Administrator • Sales Representative

Experience & Education

Position:
VP, Complex Administrative Manager at Merrill Lynch
Location:
Miami/Fort Lauderdale Area
Industry:
Financial Services
Work history:
Merrill Lynch - Miami/Fort Lauderdale AreaVP, Complex Administrative Managersince Aug 2011Wells Fargo Advisors, LLC - Miami, FloridaVP, Complex Administrative ManagerApr 2006 - Aug 2011
Languages:
Spanish, English
Financial Consultant at Ladenburg Capital
Full Profile

Humberto Morin New York, NY

Professions & Specialties

Financial Services Sales Agent • Senior Associate • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Psychology Specialist • Sports Trainers

Experience & Education

Position:
Mortgage Loan Originator at Mortgage Network Solutions, LLC, Senior Associate at World Financial...
Title:
Senior Associate at World Financial Group (WFG)
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Mortgage Network Solutions, LLC - Elmwood ParkMortgage Loan Originatorsince Jan 2012World Financial Group (WFG) - South Orange NJSenior Associatesince May 2011
Languages:
Spanish, Brazilian Portuguese.
The Insurance and Financial Advisor Marketing Group
Full Profile

Mary Rassias New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • IT Consultant

Experience & Education

Position:
Asst Vice President/Asset Manager at Wells Fargo Bank N.A.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Bank N.A. - Summit, NJAsst Vice President/Asset Managersince Feb 2010Johnson & Johnson / Consultant - Skillman, NJIT Consultant1997 - 2009
Financial Counselor at Chrysler First Inc
Full Profile

Branka Bijelovich New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Chief Administrative Officer • Operations Manager • Chief Executive • Counselor • Business Manager • Advisor • Human Resources Specialist • Recruitment • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Project Managers • Organization Management • Management Analyst • Analysts • Non-Profit • Bachelor of Arts

Experience & Education

Title:
Operational Management/Education Administration Professional
Location:
Greater New York City Area
Industry:
Education Management
Work history:
Inlingua Washington DC - Washington, DCDirector of Academics2011 - 2012Mt. Vernon Unitarian Church - Alexandria, VABusiness ManagerJul 2009 - Dec 2011
Skills:
International Relations, Policy, Start-ups, Fundraising, Government, Leadership, Negotiation,...
Languages:
English, Serbian/Croatian/Bosnian, German, Russian
Financial Advisor at Fairleigh Dickinson Universit..
Full Profile

Financial Consultants near Summit, NJ021426384105NewarkMorristownEdisonParsippanyFlorham ParkShort HillsWoodbridgeLivingstonMontclairFairfield


Financial Consultants around Summit, NJ

Avenel  (7)
Cedar Knolls  (1)
Clark  (7)
Colonia  (4)
Cranford  (18)
East Hanover  (11)
East Orange  (10)
Edison  (88)
Elizabeth  (24)
Essex Fells  (1)
Fairfield  (26)
Fanwood  (1)
Florham Park  (68)
Garwood  (2)
Gillette  (2)
Glen Ridge  (2)
Irvington  (4)
Iselin  (20)
Kenilworth  (4)
Livingston  (29)
Madison  (10)
Maplewood  (11)
Metuchen  (9)
Millburn  (11)
Millington  (1)
Montclair  (26)
Morristown  (98)
Mountainside  (5)
Newark  (104)
Orange  (5)
Parsippany  (69)
Pine Brook  (3)
Plainfield  (15)
Rahway  (9)
Roseland  (12)
Roselle  (3)
Roselle Park  (2)
Scotch Plains  (10)
Short Hills  (49)
South Orange  (10)
Springfield  (9)
Stirling  (3)
Vauxhall  (1)
Verona  (2)
Warren  (24)
Westfield  (22)
Whippany  (4)
Woodbridge  (38)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (23)
Financial Management Analyst  (3)