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Financial Consultants in Toms River, NJ

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27 results found

Brian Solik Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonFounderVice PresidentChief ExecutiveFounding MemberAgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHost

Experience & Education

Position:
President and Founder at Wealth Preservation Strategies of NJ
Title:
President and Founder, Wealth Preservation Strategies of NJ
Location:
Toms River, New Jersey
Industry:
Financial Services
Work history:
Wealth Preservation Strategies of NJ - Toms River, NJPresident and Foundersince 2011Jalinksi Advisory Group - Toms River, NJVice President2009 - 2011
..Street broker and as an independent financial advisor

Charles Avatar Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTerritory Account ManagerArea ManagerManagersCustomer Service

Experience & Education

Position:
Financial Advisor at Investors Bank
Location:
Toms River, New Jersey
Industry:
Financial Services
Work history:
Investors Bank - Toms River, New JerseyFinancial Advisorsince Jan 2012LifeRep - New JerseyTerritory Manager2011 - Jan 2012

Anthony Botte Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOwnerChief Administrative OfficerOperations ManagerChief ExecutiveCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Botte family services
Manager/owner
Company:
Axa equitable
Financial advisor

Barry King Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerDirectorOperations ManagerVice PresidentChief ExecutiveFinancial ManagerSenior AnalystAnalystsMaster of Business Administration

Experience & Education

Work

Company:
Daily sa
S&p capital iq- director of global supervisory analysts
Company:
Self employed
Financial consultant

No Complaints Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Company confidential
Senior vice- president/ financial advisor
Company:
Company confidential
Branch manager/ financial advisor

Seth Lipper Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisorTutor

Experience & Education

Work

Company:
Park avenue securities
Registered representative/financial advisor
Company:
Binghamton university
Tutor

Evan Hernandez Toms River, NJ

Professions & Specialties

Financial Services Sales AgentOperations ManagerDirector of OperationsApprenticeStudent Worker

Experience & Education

Work

Company:
Eagle ridge golf club
Outdoor operations manager
Company:
Ubs wealth management - Florham Park, NJ
Wealth management intern

Andrew Longo Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeStudent WorkerAssistant ManagerManagers

Experience & Education

Work

Company:
Student government association
Presidential cabinet member
Company:
Sun national bank center - global spectrum - Trenton, NJ
Financial analyst intern

Skills

Computer: SAP, Microsoft Word, PowerPoint, Excel, Photoshop, Mac proficient Social: Three years of ...

Gary Horen Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerRetail Sales ManagerSales PersonClient Service OfficerSales RepresentativeBachelor of ArtsCustomer ServiceSales Manager

Experience & Education

Work

Company:
Allied medical products inc
National account manager
Company:
Llc wholesale - Oceanside, NY
National account manager

David Novitch Toms River, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorRegional Vice PresidentVice PresidentChief ExecutiveRepresentativeBachelor of Arts

Experience & Education

Work

Company:
Allstate financial
Financial sales education consultant
Company:
Allstate financial
Regional vp - life wholesaling, northeast

Andrew Longo Toms River, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystApprenticeStudent Worker

Experience & Education

Work

Company:
Lockheed martin
Financial analyst
Company:
Global spectrum - Trenton, NJ
Financial analyst intern

Skills

PC Skills: Excel, SAP, Hyperion, PeopleSoft, Deltek Cobra, GRID, ACT!, Social Media, MAC proficient

Michele Callanan Toms River, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerSupervisorManagersInstructorPedagogueFounding MemberChief Executive

Experience & Education

Work

Company:
Atlantic school of insurance
Director of training / supervisor of instructors
Company:
Brookdale community college - Lincroft, NJ
Insurance instructor

Chaz Lichtenstern Toms River, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPharmaceutical Sales RepresentativeSales RepresentativeSales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorBachelor of ArtsVice PresidentChief ExecutiveMarketing Manager

Experience & Education

Work

Company:
Avion pharmaceuticals - Atlanta, GA
Pharmaceutical sales representative
Company:
Netpique, llc
Sales representative

Ellen Provost Toms River, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccount RepresentativeClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Saint barnabas health care system
Sr. account representative
Company:
Saint barnabas health care system - Oceanport, NJ
Various positions

Randy Silvers Toms River, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTeam MemberCall Center RepresentativeBusiness AdministratorInformation OperatorCommunications Equipment OperatorOperations Manager

Experience & Education

Work

Company:
Lincoln financial group
Fia team member
Company:
State farm team member

Andre Fergus Toms River, NJ

Professions & Specialties

Financial Services Sales AgentLaborerLeaderManagersConstruction WorkerConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
Dragados judlau
Laborer handles task
Company:
Target - Manahawkin, NJ
Asset protection leader

Skills

Inventory management,

Richard Bimonte New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceChief Executive

Experience & Education

Position:
Financial Advisor at Independent
Title:
Independent Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Independent - Toms River, NJFinancial Advisorsince Nov 2005Merrill Lynch - Manasquan, NJFinancial AdvisorOct 2004 - Nov 2005

Jim Koerner New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerOwnerChief Executive

Experience & Education

Position:
Partner at Koerner & Koerner, P.A., Financial Advisor at Koerner Wealthcare, LLC, Owner at...
Title:
Partner @ Koerner & Koerner, P.A.
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Koerner & Koerner, P.A. Partnersince Aug 1992Koerner Wealthcare, LLC - 10 Aleen Street Toms River, NJ 08754Financial Advisorsince May 2012

Bruce Jensen New York, NY

Professions & Specialties

Investment Management ProfessionalFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey ResearcherFinancial ManagerChief ExecutiveManagement AnalystsOperations ManagerFinancial OfficerMaster of Business AdministrationMaster of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool AdministratorEducational Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Investment Management Professional
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Morgan Stanley Smith Barney - Toms River, NJFinancial Advisorsince Dec 2010Mark Boyar & Co. Research AnalystMar 2010 - Dec 2010

Philip Yellovich New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President-Financial Advisor at Morgan Stanley
Title:
Vice President, Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Toms River NJVice President-Financial Advisorsince Dec 2008RBC Capital Markets Corp. - Toms River NJVice President-Financial AdvisorDec 2004 - Dec 2008

Leigh Lavoie New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Consumer Services
Work history:
Merrill Lynch - Toms River, NJFinancial Advisorsince Mar 2011ServiceMaster Branch ManagerFeb 2007 - Jan 2010

Marie Ryan New Brunswick, NJ

Professions & Specialties

Collections SpecialistCollectorFinancial ConsultantRepossessorFinancial Services ProfessionalFinancial Services Sales AgentFront Office ReceptionistVeterinarian AssistantAnimal DoctorAnimal Care GiverAnimal Caretaker

Experience & Education

Work

Company:
Dermone dermatology
A/r collections specialist
Company:
Robert wood johnson university hospital - New Brunswick, NJ
Financial counselor

Patrick Cefalo New York, NY

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentBankerPuchasing and Estimating ManagerVice PresidentManagerSales ManagerSales DirectorDirector of Quality ControlChairpersonChief ExecutiveOperations ManagerCompliance ManagerFinance and Accounting SpecialistBank ExaminerAccounting BookkeeperBookkeeperFinancial Compliance ExaminerAuditorSchool PrincipalSchool AdministratorEducational ManagerRepresentativeCompliance OfficerFinancial ManagerPsychology SpecialistSales Representative

Experience & Education

Position:
VP, Financial Specialist Team Manager at PNC at PNC
Title:
VP, Financial Specialist Team Manager at PNC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC - Bucks and Montgomery Counties in PennsylvaniaVP, Financial Specialist Team Manager at PNCsince Nov 2012Roster Financial; subsidiary of Allianz Life North America / Questar Capital - Voorhees, New JerseyVP, Branch Office Sales Manager / OSJ / Registered PrincipalMay 2011 - Nov 2012
Financial Advisor at Morgan Stanley

Michael Sullivan Carey, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInstructorPedagogueApprenticeAnalystsOwnerChief ExecutiveMaster of Business AdministrationBachelor of ScienceResearcherSurvey ResearcherStudent Worker

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Childress, Texas
Industry:
Financial Services
Work history:
Edward Jones - Childress, TXFinancial Advisorsince Aug 2012Texas Tech University Graduate Part Time InstructorMay 2011 - Jan 2012

Angela Cece New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperOffice AssistantOffice ClerkClerical SpecialistFinance and Accounting SpecialistTax AccountantBachelor of ScienceMaster of ScienceOperations Manager

Experience & Education

Position:
Staff Accountant at WithumSmith+Brown
Location:
Greater New York City Area
Industry:
Accounting
Work history:
WithumSmith+Brown - Toms River, NJStaff Accountantsince Sep 2005Financial Consultant Group Office ManagerJan 1999 - Sep 2005
Skills:
Accounting, Tax Preparation

Rick Nelson New York, NY

Professions & Specialties

Portfolio ManagerInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSenior Vice PresidentFinancial ManagerVice PresidentChief ExecutiveTeam MemberMarketing ManagerMaster of ScienceField Marketing SpecialistMarketing AdministratorClient Service OfficerCustomer ServiceHigher Education ProfessionalSchool AdministratorEducational Manager

Experience & Education

Position:
Senior Vice President-Investments, Wealth Management Advisor, Portfolio Manager, PIA Program at...
Title:
Senior Vice President-Wealth Management, Wealth Management Advisor, Portfolio Manager, PIA Program at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Red Bank, NJSenior Vice President-Investments, Wealth Management Advisor, Portfolio Manager, PIA Programsince Sep 2011Morgan Stanley Smith Barney Senior VIce President - Wealth Management, Portfolio Manager, Financial Planning SpecialistJan 1994 - Sep 2011
Financial Consultant at Merrill Lynch

David Frey East Windsor, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerSales ManagerSales DirectorChief ExecutiveOperations ManagerSingerSales PersonSales RepresentativeBusiness AdministratorFood serviceBachelor of Science

Experience & Education

Work

Company:
Frey financial
Owner/operator financial business
Company:
Aetna insurance company - Cranbury, NJ
Small group sales manager


Financial Consultants near Toms River, NJ01836547290TrentonMillstone TownshipMatawanLakewoodMiddletownPoint Pleasant BeachMarlboroOld BridgeMorganvilleAtlantic Highlands



Financial Consultants around Toms River, NJ

Beachwood  (2)
Belmar  (4)
Brielle  (4)
Browns Mills  (2)
Hazlet  (3)
Keyport  (4)
Lakehurst  (2)
Lakewood  (13)
Lavallette  (1)
Lincroft  (2)
Marlboro  (11)
Matawan  (13)
Middletown  (12)
Morganville  (6)
Oakhurst  (3)
Ocean Gate  (1)
Ocean Grove  (1)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (27)
Funder  (1)