Professional Background CheckInformation on professionals, their work history and resumes

Financial Consultants in New York

Financial Consultants in Syracuse, NY

Find a professional & check records

Here is a complete directory of most available Financial Consultants nearby.

Be sure to visit other neighborhoods near Syracuse, NY to locate the names of more professionals.

The Trustoria Service Professional Directory provides you with all the information needed to get the best Financial broker for every need.

250 results found

Joel Redmond Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Professor • Human Resources Specialist • Recruitment • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Speaker • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive

Experience & Education

Position:

Teacher at Bryant & Stratton, Financial Consultant at Wells Fargo

Location:

Syracuse, New York Area

Industry:

Capital Markets

Work history:

Bryant & Stratton Teachersince Oct 2008Wells Fargo Financial Consultantsince Jun 2005

Skills:

Retirement planning, Defined benefit and contribution plan management, New and secondary offerings, ...

Ryan York Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Financial Advisor | Wealth Management & Tax Strategies at Pinnacle Investments, LLC, President...

Title:

Financial Advisor | Wealth Management & Tax Strategies

Location:

Syracuse, New York Area

Industry:

Investment Management

Work history:

Pinnacle Investments, LLC - Syracuse, New York AreaFinancial Advisor | Wealth Management & Tax Strategiessince Aug 2011SU Alumni Club of CNY - Syracuse, NYPresidentsince Jul 2012

Skills:

Socially Responsible Investing, Wealth Management, Financial Planning, Investments, Financial...

Patrick Rohe Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Advisor at Rockbridge Investment Management

Location:

Syracuse, New York Area

Industry:

Investment Management

Kristina Starowitz Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Nurse • Nurse Practitioner • Psychology Specialist • Non-Profit

Experience & Education

Position:

Retirement Planning Specialist & Financial Consultant at AXA Advisors

Title:

Financial Consultant

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

AXA Advisors Retirement Planning Specialist & Financial Consultantsince 2006

Skills:

• Business Succession Planning, • Retirement Planning, Tax Reduction Strategies, Pension...

Pat Rohe Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Advisor at Rockbridge Investment Management

Location:

Syracuse, New York Area

Industry:

Investment Management

Damien Rhodes Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Development Manager • Operations Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Model • Agent • Sales Agent • Sales Representative • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:

Financial Advisor at Northern Financial Services, Business Development Officer, N.Y. at Midwestern...

Title:

Financial Advisor at Northern Financial Services

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Northern Financial Services Financial Advisorsince Sep 2012Midwestern Securities Trading Company, LLC - Upstate, NYBusiness Development Officer, N.Y.since Apr 2011

Skills:

Retirement Planning, Financial Planning, Retirement Income Strategies

Thomas Osadchey Syracuse, NY

Professions & Specialties

Financial Consultant • Commercial Lender • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Office Assistant • Advisor • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Appraiser • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Loan Accountant • Jurist • Legal Counsel • Construction Specialist • Construction Laborer • Sales Agent • Sales Representative • Chief Executive • Operations Manager

Experience & Education

Position:

Farm Net Financial Consultant at Cornell

Title:

Cornell Farm Net financial consultant; experienced agribusiness and commercial lender.

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Cornell - www.nyfarmnet.orgFarm Net Financial Consultantsince Mar 2010Appraisal Source - Easton, Maryland and Washington, DCOffice Manager / Agricultural and Commercial Real Estate AppraiserApr 2005 - Mar 2008

Skills:

Real Estate, Small Business, Management Consulting, Non-profits, Agriculture, Financial Analysis,...

Doug Christensen Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Bachelor of Science • Managers

Experience & Education

Position:

Sr. Financial Consultant at WellPoint, senior financial consultant at National Government Services, ...

Title:

Sr. Financial Consultant at WellPoint

Location:

Syracuse, New York Area

Industry:

Insurance

Work history:

WellPoint Sr. Financial Consultantsince Jan 2007National Government Services Senior financial consultantsince 2007

Donald Musnicki Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Vice-President, Financial Advisor @ RBC Wealth Management

Location:

Syracuse, New York Area

Industry:

Investment Management

Mathew Barber Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Managing Partner, Financial Advisor at HighPoint Advisors, LLC

Title:

Managing Partner/Financial Advisor with HighPoint Advisors, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

HighPoint Advisors, LLC - Syracuse, New York AreaManaging Partner, Financial Advisorsince Nov 2011Future Fund of CNY - CNYCo-Chair2007 - 2012

Angela Renna Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chairperson • Chief Executive • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Premier • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:

Partner at Sterling Financial Group, President at Women Business Opportunities Connections,...

Title:

Financial Consultant

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Sterling Financial Group - 5768 Crabtree Lane, Cicero, NY 13039Partnersince Jan 2010Women Business Opportunities Connections - Syracuse, NYPresidentsince 2009

Skills:

Estate Planning, Strategic Financial Planning, Retirement Planning, Investments, Small Business,...

Jennifer Aicher Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Program Director • Operations Manager

Experience & Education

Title:

....

Location:

Syracuse, New York Area

Industry:

Retail

Work history:

Advantage Financial Company, NPC Financial ConsultantAug 2008 - Jun 2010Syracuse Networking Professional Member2008 - 2010

Skills:

Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Non-profits, Project Management,...

Geoff Wells Syracuse, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Associate of Science • Aerospace Engineer • Engineering Specialist • Financial Manager

Experience & Education

Position:

Fee Only Financial Planner and Investment Advisor at Rockbridge Investment Management

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Rockbridge Investment Management - Syracuse, New YorkFee Only Financial Planner and Investment Advisorsince Oct 2012Populace Financial Financial Advisor2010 - 2012

Skills:

Financial Planning, Financial Analysis, Tax, Retirement Planning, Risk Management, Financial...

Bruce Laubacher Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Aid Administrator at ITT Technical Institute

Location:

Syracuse, New York Area

Industry:

Education Management

Work history:

ITT Technical Institute Financial Aid Administratorsince Aug 2005Lance Wiltse Agency Financial AdvisorMay 2004 - Aug 2005

Kevin Wall Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Visionary • Counselor • Planner • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Consultant • IT Consultant

Experience & Education

Position:

Chief Idea Strategist at The Four Walls

Title:

Visionary Direction Consultant

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

The Four Walls Chief Idea Strategistsince Mar 2002Edward Jones Financial AdvisorOct 2008 - Apr 2012

Joanna Crpc Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Auditor • Auditor • Advisor

Experience & Education

Position:

Financial Advisor at Wells Fargo Advisors, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Wells Fargo Advisors, LLC Financial Advisorsince Sep 2008Key Private Bank Financial AdvisorMar 2001 - Jun 2008

Skills:

Series 7, Series 63, Series 65, LAH, New York State Partnership for Long Term Care, CRPC

Mishael Kushkituah Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper • Host • Certified Nurse Aide • Nurse • Nurse Practitioner • Counselor • Entrepreneur • Advisor • Managers • Student Worker • Chief Executive

Experience & Education

Title:

Accounting Professional

Location:

Syracuse, New York Area

Industry:

Accounting

Work history:

Real Estate Club Financial AdvisorSep 2007 - May 2010EEE Consulting ConsultantJan 2009 - May 2009

Languages:

English, French, hebrew

Doug Fischi Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Technical Specialist • Independent Contractor • Technical Support Specialists • Contractor • Manager • Operations Manager • Independent Business Owners

Experience & Education

Position:

Technical Specialist at Parsons Engineering, Technical and Financial Consultant at lia sophia...

Title:

Technical Specialist at Parsons Engineering

Location:

Syracuse, New York Area

Industry:

Environmental Services

Work history:

Parsons Engineering Technical Specialistsince Jun 2009Lia sophia Technical and Financial Consultantsince Oct 2006

Skills:

Environmental Impact Assessment, Water, Data Analysis, Modeling, Technical Writing, Analysis,...

Bo Stawicki Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Owner • Partner • Director • Chief Executive • Operations Manager • Applications Engineer • Software Engineer • Software Developers • Technician • Business Administrator • Technical Specialist • Technical Support Specialists • Service Technician • Maintenance and Repair Worker • Sales Engineering Specialist • Sales Representative • Sales Engineer • Bachelor of Science • Civil Engineering

Experience & Education

Position:

Financial Advisor at Mutual of Omaha

Location:

Syracuse, New York Area

Industry:

Electrical/Electronic Manufacturing

Work history:

Mutual of Omaha Financial Advisorsince Mar 2013Polyfusion Electronics - Lancaster (Buffalo) NYSales ManagerJun 2010 - Dec 2012

Skills:

Manufacturing, Steam, Call Center, Boilers, Microsoft Excel, Microsoft Office, Team Leadership,...

Languages:

Spanish, Latin

Laura Hulchanski Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • IT Security • Information Technology Specialist • IT Specialist • Analyst • Office Assistant • Analysts • Office Clerk • Clerical Specialist • Co-Owner • Owner • Chief Executive • Accounts Receivable • Accounts Payable • Accounts Payable Specialist • Computational Scientist • Computer Systems Administrator • Security and Investigations Professional • Computer Scientists • Print Worker • Operations Manager • Mathematics • Mathematician • Automotive Specialist • Automotive Professional

Experience & Education

Position:

IT Security Analyst at Carrier Transicold

Location:

Syracuse, New York Area

Industry:

Information Technology and Services

Work history:

Carrier Transicold IT Security Analystsince Aug 2010RAESCO, Inc. Co-Owner / Office ManagerNov 2007 - Sep 2009

Skills:

IT Audit, SOX, Unix Administration, Team Leadership, Cross-functional Team Leadership, Remote Team...

I also interfaced with a financial advisor to set up Simple IRA plans

Gregory Kiser Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director of Operations • Operations Manager • Operations Associate • Managers • Analysts • Bachelor of Science

Experience & Education

Work

Company:

M&t securities - East Syracuse, NY
Financial consultant ii

Company:

Key investment services - Utica, NY
Financial advisor

Andy Groat Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Consultant at RBC Wealth Managment

Location:

Syracuse, New York Area

Industry:

Investment Management

Work history:

RBC Wealth Managment Financial Consultant

Zachary Muren Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at AXA Advisors

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

AXA Advisors Financial Advisorsince Nov 2009SUNY Cortland Teachers AssistantJan 2009 - May 2009

Skills:

Microsoft Office, Especially Excel

James Diblasi Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at Merrill Lynch

Location:

Syracuse, New York Area

Industry:

Investment Management

Work history:

Merrill Lynch Financial Advisor

Michael Leone Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Consultant at AXA Advisors

Title:

Retirement & Insurance Planning

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

AXA Advisors - Syracuse, New York AreaFinancial Consultantsince 2005

Laura Ivers Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Representative • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Education Professional • Instructor • Psychology Specialist

Experience & Education

Position:

Advantage Coordinator at Sam's Club

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Sam's Club Advantage Coordinatorsince Jul 2012New England Financial Financial AdvisorJan 2008 - Jan 2012

Paul Torrisi Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Morgan Stanley Wealth Management at The Armory Group at Morgan Stanley

Title:

Associate Vice President/ Financial Advisor/ The Armory Group at Morgan Stanley

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

The Armory Group at Morgan Stanley Financial Advisor at Morgan Stanley Wealth Managementsince Nov 2008Merrill Lynch Wealth Management AdvisorAug 1998 - Nov 2008

Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®), Board of Standards, Inc

Robert Rolfe Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Consultant,sole practioner at Harmony Financial Services, Senior Financial Consultant at...

Title:

Financial Consultant at Harmony Financial Services

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Harmony Financial Services - 31 E 1st St Oswego, NY 13126Financial Consultant,sole practionersince Apr 2013Pathfinder Investment Services Senior Financial Consultantsince Jun 2000

Jeremy Jenkins Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Warehousing Professional • Stocker • Stock Clerk

Experience & Education

Work

Company:

Wells fargo advisors
Financial advisor

Company:

Pepsi corporation

Gary Trenti Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial consultant at M&T Bank

Location:

Syracuse, New York Area

Industry:

Banking

Work history:

M&T Bank Financial consultant

Ronald Himberg Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at Pinnacle Investments, LLC

Location:

Syracuse, New York Area

Industry:

Investment Management

Work history:

Pinnacle Investments, LLC Financial Advisor

Andrew Hagen Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at AXA Advisors, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

AXA Advisors, LLC Financial Advisorsince Apr 1996

Skills:

Investments, Investment Advisory, Retirement Planning

Tim Killian Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Financial Advisor at New York Life

Location:

Syracuse, New York Area

Industry:

Investment Management

Work history:

New York Life Financial Advisor

Keith Nguyen Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematician

Experience & Education

Work

Company:

Wells fargo advisors
Financial consultant

Andrew Groat Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Consultant at RBC Wealth Managment

Location:

Syracuse, New York Area

Industry:

Investment Management

Jim Diblasi Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Advisor at Merrill Lynch

Location:

Syracuse, New York Area

Industry:

Investment Management

Russell Andrews Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Northwestern Mutual Financial Network

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Northwestern Mutual Financial Network Financial Advisorsince Apr 1968311 Montgomery Development Owner2006 - 2012

Andrew Cleary Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • DB Administrator • Database Administration Professional • Database Administrator • Agent • Sales Representative

Experience & Education

Title:

Financial Advisor, Financial Representative, and Princor Registered Representative at Principal Financial Group

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Fortress Financial Services - Liverpool, NYFinancial AdvisorNov 2010 - Jun 2012AXA-Advisors Syracuse, NY Financial RepresentativeJan 2008 - Oct 2010

Jamie Diblasi Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Advisor at Merrill Lynch

Location:

Syracuse, New York Area

Industry:

Investment Management

Weiwen Zhao Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Research Analyst • Research Assistant • Researcher • Survey Researcher • Analysts • Community Service Manager

Experience & Education

Title:

Student

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Principal Financial Group Associate Financial AdvisorJun 2010 - Aug 2010People's Bank of China Research AnalystFeb 2009 - May 2009

Skills:

Project Valuation, Financial Statement Analysis, Financial Planning, Financial Modeling

Bobbi Toole Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Master of Science • Medical Services Manager • Health Services Manager • Sales Representative • Operations Manager

Experience & Education

Position:

Energy Services Rep at EnerPath

Title:

Financial Advisor at Mutual of Omaha

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

EnerPath Energy Services RepMutual of Omaha - Syracuse, New York AreaFinancial AdvisorDec 2011 - Jan 2013

Skills:

Retirement Planning, Fixed Annuities, 401k Rollovers, Retirement, IRAs, Series 7, Wealth...

Angi Renna Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Partner at Sterling Financial Group, Executive Vice President at Women Business Opportunities...

Title:

Financial Consultant, AXA Advisors, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Sterling Financial Group Partnersince Jan 2010Women Business Opportunities Connections Executive Vice Presidentsince 2009

Kenneth Williams Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Regional Sales Consultant • Sales Representative • Chief Administrative Officer • Vice President • Manager • Chief Executive • Operations Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:

Regional Sales Manager, Administrative VP at M&T Bank

Title:

Regional Sales Manager, Administrative VP for Wilmington Trust/M&T Bank

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

M&T Bank Regional Sales Manager, Administrative VPsince Dec 2008HSBC Financial Consultant/Branch Manager2002 - 2008

Certifications:

Series: 7, 24, 63, 66, Life A&H Licensed
Notary Public

Richard Jenkins Syracuse, NY

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 Advisor at Diversified Capital Management, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Diversified Capital Management, LLC - Syracuse, New York AreaFinancial Advisorsince 2006American Express Financial Advisors - Syracuse, New York AreaFinancial Advisor1998 - 2005

Adrian Shute Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

President at Adrian W Shute & Associates

Title:

Financial Advisor

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Adrian W Shute & Associates Presidentsince Apr 2008

Skills:

Retirement Planning, Series 7, Investments, Asset Allocation, Mutual Funds, Wealth Management,...

Benjamin Dooley Syracuse, NY

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 Wells Fargo Advisors, LLC

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Wells Fargo Advisors, LLC Financial Advisor

Skills:

Investments, Retirement Planning, Mutual Funds, Equities, Portfolio Management, Wealth Management,...

Bill Schick Syracuse, NY

Professions & Specialties

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

Experience & Education

Title:

Senior Vice President | Financial Advisor at CNY Group at Morgan Stanley

Location:

Syracuse, New York

Industry:

Financial Services

Certifications:

Chartered Retirement Planning Counselor SM *

Sharon Smith Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Physician • Medical Record Transcriber • Health Professional • Health Practitioner • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Insurance Salesperson • Insurance Professional • Underwriter • Billing Representative • Posting Clerk • Biller • Billing Supervisor • Office Assistant • Managers • Office Clerk • Clerical Specialist • Office Administrator • Operations Manager

Experience & Education

Title:

Hospital & Health Care Professional

Location:

Syracuse, New York Area

Industry:

Hospital & Health Care

Work history:

Florida Hospital Waterman Insurance representative, Medicare billing representative, Financial CounselorDec 2000 - Mar 2009Express Care of Belleview Billing representative, Billing Supervisor, Business office ManagerOct 1997 - Oct 2000

Dave Iannopollo Syracuse, NY

Professions & Specialties

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

Experience & Education

Position:

Financial Advisor at Nationwide Financial

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Nationwide Financial Financial AdvisorAllstate Financial Financial SpecialistOct 2010 - Jan 2012

Skills:

Retirement

Thomas Razey Syracuse, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Associate of Arts • Non-Profit • Entertainer • Psychology Specialist

Experience & Education

Position:

Financial Advisor at Ameriprise Financial Services, Inc.

Location:

Syracuse, New York Area

Industry:

Financial Services

Work history:

Ameriprise Financial Services, Inc. Financial Advisorsince Oct 1986

Skills:

Personal Financial planning for retirement, small businesses, investments, retirement income...

Previous Next