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Financial Consultants in New Jersey

Financial Consultants in Trenton, NJ

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89 results found

Tim Pula Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch / bank of america - Pennington, NJ
Financial advisor
Company:
Pnc invesments - New Hope, PA
Financial advisor

Skills

- Microsoft Office - Management - Intuit Quickbooks - Communication - Accounting - ...
Full Profile

Scott Milstein Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at CUSO Financial Services, LP at Credit Union of New Jersey
Title:
Registered Representative, CUSO Financial Services, L.P. at Credit Union of New Jersey
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
CUSO Financial Services, LP at Credit Union of New Jersey - Ewing, NJFinancial Advisorsince Jan 2013Karr Barth Associates/AXA Advisors, LLC - Bala Cynwyd, PAFinancial ProfessionalMay 2012 - Jan 2013
Skills:
Fixed Annuities, Variable Annuities, Relationship Management, Retirement Income Planning, Annuity,...
Certifications:
Series 6
Series 7
Full Profile

Melody Fadako Trenton, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Specialist at PNC
Location:
Trenton, New Jersey
Industry:
Banking
Work history:
PNC Financial Specialistsince Jun 2012PNC Investments Financial AdvisorJan 2012 - Jun 2012
Full Profile

Marie-joe Farrior Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Investigator • Supporting Member • Managers • Team Member • Bachelor of Science • Doctor of Philosophy • Human Resources Specialist • Recruitment • Secretary • Operations Manager

Experience & Education

Work

Company:
Department of children and families - Trenton, NJ
Investigator
Company:
Merrill lynch - Princeton, NJ
Financial advisor

Skills

Read, write, and speak French/Creole, working knowledge of: Microsoft Office windows, ME, XP,...
Full Profile

Lorraine C Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Director • Software Tester • Computer Specialist • Analyst • Analysts • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Metropolitan life insurance
It relationship specialist
Company:
Metropolitan life insurance - Bridgewater, NJ
Financial consultant
Full Profile

Meenakshi Vohra Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Operations Manager • Marketing Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Work

Company:
Pnc bank - Hoboken, NJ
Financial consultant
Company:
Wachovia bank - Princeton, NJ
Financial specialist
Full Profile

Akriti Shrivastava Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analysts

Experience & Education

Work

Company:
Global private client business
Financial advisor and client
Company:
Global private client business
Sybase lead developer
Full Profile

Nicholas Lanni Trenton, NJ

Professions & Specialties

Financial Consultant • Investment Banking Analyst • Financial Services Professional • Financial Services Sales Agent • Banker

Experience & Education

Work

Company:
Bank of america merrill lynch - Pennington, NJ
Senior financial advisor
Company:
Newoak capital markets - New York, NY
Investment banking analyst
Full Profile

Diane Woodside Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Operations Manager • Managers • Recreational Therapist • Therapeutic Recreation Specialist • Physical Therapists

Experience & Education

Position:
President at dewoodside llc
Title:
President of dewoodside llc
Location:
Trenton, New Jersey
Industry:
Financial Services
Work history:
Dewoodside llc Presidentsince Jan 2012Bank of America, Wealth Management Premier Client Manager, VPJul 2003 - Apr 2009
..of outside investable assets for the financial advisor
Full Profile

Richard Ward Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Bachelor of Science • Chief Executive

Experience & Education

Work

Company:
Merrill lynch - Princeton, NJ
Pmd financial advisor
Company:
Cambridge mercantile - Princeton, NJ
Business developer
Full Profile

Sean Carter Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Underwriter • Deputy Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at UBS Financial Inc. Banks Ziegler Group
Title:
Financial Advisor at UBS Financial Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
UBS Financial Inc. Banks Ziegler Group - Mt. Laurel NJFinancial Advisorsince 2012Merrill Lynch - Mt. Laurel NJFinancial AdvisorSep 2009 - Sep 2012
Full Profile

Ada Vanes Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Us army
Financial counselor at the er
Company:
A.r.m.d.s
Assistant
Full Profile

Ajit Phillips Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Self employed
Financial consultant
Full Profile

Y Teamwork Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Agent • Sales Representative

Experience & Education

Work

Company:
Pnc investments
Financial advisor
Company:
Merrill edge
Financial advisor
Full Profile

Andrew Townsend Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Associate • Research Scientist • Deputy Director • Deputy Manager • Chief Executive • Recruitment

Experience & Education

Position:
Marketing Associate at Equinox Group Distributors, LLC
Title:
Marketing Associate at Equinox Group Distributors
Location:
Trenton, New Jersey
Industry:
Financial Services
Work history:
Equinox Group Distributors, LLC - Princeton, NJMarketing Associatesince Nov 2012Merrill Lynch - Princeton, NJSenior AssociateFeb 2006 - Apr 2008
Skills:
Investments, Portfolio Management, Financial Analysis, Wealth Management, Retirement Planning,...
Management duties included Financial Advisor recruitment support and client e..
Full Profile

Ed Flynn Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Retired at Retired SAP Financial Consultant, retired at Independent SAP Financial Consultant
Title:
Retired SAP Financial Consultant
Location:
Trenton, New Jersey
Industry:
Information Technology and Services
Work history:
Retired SAP Financial Consultant Retiredsince Sep 2011Independent SAP Financial Consultant - Philadelphia InsuranceRetiredsince Aug 2011
Full Profile

Peter Garcia Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advocate General • Judge • Advocate • Attorney General • Lawyers • Jurist • Legal Counsel • Law Specialist • Attorney At Law • Judicial Law Clerk • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Government Administration Officer • Civil Servant

Experience & Education

Position:
Judge Advocate General at US Army
Location:
Greater Philadelphia Area
Industry:
Military
Work history:
US Army - Tampa/St. Petersburg, Florida AreaJudge Advocate Generalsince Jan 1989Department of Law and Public Safety, New Jersey - Trenton, NJDeputy Attorney GeneralOct 2002 - Nov 2012
Languages:
English, Spanish, Italian, Latin
Government Financial Advisor
Full Profile

Lynch Hunt Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Vice President • Chief Executive • Visual Basic Developer • C++ Developer • Cobol Developer • Unix Administrator • Computational Scientist • Software Developers • Software Developer • Systems Administrator • Computer Systems Administrator • Computer Scientists • Master of Science • Bachelor of Science • Relationship Manager • Sales Person • Account Service Manager • Client Service Officer • Sales Representative • Volunteer • Counselor • Analyst • Non-Profit • Advisor • Analysts • Customer Service

Experience & Education

Work

Company:
Investors bank
Vice president, financial advisor
Company:
Atrium financial associates llc - Cherry Hill, NJ
Financial advisor

Skills

Series 7, Series 66, Insurance license, brokerage, financial advisor, stockbroker, trader, banker,...
Full Profile

Kari Cardina Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Survivor • Reality Show • IT Specialist

Experience & Education

Position:
Financial Counselor for the Army Reserves Family Program at H&W Enterprises
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
H&W Enterprises - Fort Dix, NJFinancial Counselor for the Army Reserves Family Programsince Jul 2012CSC Financial CounselorJan 2010 - Jul 2011
Full Profile

Rick Miller Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Government Administration Professional • Community Service Manager • City Manager • Civil Servant • Vice President of Operations • Vice President • Chief Executive • Operations Manager • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Deputy Administrator of Finance and Administration at State of New Jersey Motor Vehicle Commission
Location:
Trenton, New Jersey
Industry:
Government Administration
Work history:
State of New Jersey Motor Vehicle Commission - Trenton, New JerseyDeputy Administrator of Finance and Administrationsince Sep 2010PNC Investments - Ewing, NJFinancial AdvisorSep 2008 - Sep 2010
Full Profile

Brooks Paulsen Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Community Service Manager • Government Administration Professional • Operations Manager • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Assistant Director, Finance at State of New Jersey (Higher Education Student Assistance Authority)
Title:
Assistant Director (Finance) at NJHESAA
Location:
Trenton, New Jersey
Industry:
Government Administration
Work history:
State of New Jersey (Higher Education Student Assistance Authority) - Trenton, NJAssistant Director, Financesince Nov 2011Celator Pharmaceuticals - Princeton, NJFinancial ConsultantMar 2009 - Nov 2011
Full Profile

Joanny Andujar Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Executive

Experience & Education

Work

Company:
Cenlar fsb - Ewing, NJ
Financial counselor
Company:
Family guidance center - Hamilton, NJ
Administrative assistant

Skills

Bilingual, Fraud training, skip tracing, 9 years administrative support experience, experience with ...
Full Profile

Joseph Serra Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Educational testing service
Financial consultant
Company:
Heartland payment systems - Princeton, NJ
Finance manager

Skills

Expertise with Excel including VLOOKUPs and PivotTables Experience with Microsoft Office,...
Full Profile

Patrick Kowalczyk Trenton, NJ

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Apprentice • Financial Manager • Student Worker

Experience & Education

Work

Company:
Heritage financial consultant, llc
Assistant to peter maller, mba, cfp
Company:
Merrill lynch trust company - Hopewell, NJ
Consulting intern

Skills

Skills Related Course Work: Investment and Equity Security Analysis, Investment and Fixed Income...
Full Profile

Gigi Snyder Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Ophthalmic Technician • Medical Practice Professional • Medical Practitioner • Stomatologist

Experience & Education

Position:
Certified Ophthalmic Technician at Mercer Eye Associates
Location:
Trenton, New Jersey
Industry:
Medical Practice
Work history:
Mercer Eye Associates Certified Ophthalmic Techniciansince Oct 1994Delaware Valley Medical Center - Langhorne, PAFinancial CounselorAug 1990 - Aug 1993
Full Profile

Timothy Ristow Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Project Managers • Business Unit Manager • Business Administration Specialist • Business Administrator • Bachelor of Science • Railroad Worker

Experience & Education

Work

Company:
Wells fargo advisors
Branch operations liaison
Company:
Morgan stanley - Newtown, PA
Financial advisor

Skills

FINRA Series 7, FINRA Series 66, FINRA Series 9, FINRA Series 10
Full Profile

Claudia Phillips Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Health Insurance Agent • Insurance Salesperson • Insurance Professional • Underwriter

Experience & Education

Work

Company:
Metropolitan life insurance company (metlife)
Financial advisor - prequalified prospects
Company:
American income life - Colorado Springs, CO
Life and health insurance agent
Full Profile

Edelmira Gramajo Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Dishwasher • Food service • Clerical Specialist • Chief Administrative Officer • Chief Executive • Medical Assistant • Healthcare Support

Experience & Education

Work

Company:
Accounts receivable management and data services -charity care
Financial counselor
Company:
Springdale golf club - Princeton, NJ
Dishwasher
Full Profile

Carol Hanson Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Accountant • Account Manager • Operations Manager • Managers

Experience & Education

Work

Company:
The mcgraw-hill companies, hightstown, n. j
Senior accountant
Company:
The mcgraw-hill companies - Hightstown, NJ
Independent financial consultant
Full Profile

Elvira Turganova Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive

Experience & Education

Work

Company:
Ark hostel
Business owner
Company:
Allianzrosno life
Financial advisor

Skills

Statement & Ratio Analysis Financial Consulting Planning/Budgeting Statistical...
Full Profile

Michael Dolan Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Managers

Experience & Education

Work

Company:
Scout media / north american media digital
Interim cfo / financial consultant
Company:
Chief financial officer
Full Profile

Mary Warznak Trenton, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
First national community bank, jdsu, and fbn nj holdings
Financial consultant to banking, financial services, manufacturing, and service clients
Company:
Charles jones, llc - Ewing, NJ
Controller
Full Profile

Deborah Mclaughlin Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Area Manager • Managers

Experience & Education

Work

Company:
Mariana's gourmet - Cranston, RI
Vice president, sales & marketing
Company:
Shearson lehman & dean witter
Financial consultant
Full Profile

Christina Youngblood Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Client Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Work

Company:
Us trust - bank of america private wealth management
Private client manager
Company:
Banc of america investment services, inc
Financial advisor
Full Profile

Chaz Blackshear Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Servicer • Information Operator • Communications Equipment Operator • Office Clerk • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Ets
Customer service rep
Company:
Gcv financial services, llc - Trenton, NJ
Financial consultant assistant
Full Profile

Curtis Grier Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager • Personal Care Aide

Experience & Education

Work

Company:
Primerica financial services
Financial advisor
Company:
Wal-mart - Lawrenceville, NJ
Sales associate

Skills

CAN TYPE 40+ WPM ACCURATELY. KNOWLEDGE OF MICROSOFT OFFICE
Full Profile

Daniel Weick Philadelphia, PA

Professions & Specialties

Chairperson • Director • Founder • Chief Executive • Operations Manager • Founding Member • Non-Profit • Leader • Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Management Analyst • Analysts • Account Service Manager

Experience & Education

Position:
President at Dharma Business Capital, LLC, Director - Portfolio Management at New Jersey Economic...
Title:
President at Dharma Business Capital, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Dharma Business Capital, LLC - Greater Philadelphia AreaPresidentsince Apr 2012New Jersey Economic Development Authority - Trenton, NJDirector - Portfolio Managementsince Apr 2004
Skills:
Financial Analysis, Venture Capital, Municipal Bonds, Corporate Finance, Commercial Lending, Loan...
Financial Advisor at Fairmount Capital Advisors
Full Profile

Alan Miller Trenton, NJ

Professions & Specialties

Financial Services Sales Agent • Program Director • Operations Manager

Experience & Education

Position:
Brownfields Program Manager at Office for Planning Advocacy
Title:
Brownfields Program Manager at State of New Jersey
Location:
Trenton, New Jersey
Industry:
Government Relations
Work history:
Office for Planning Advocacy Brownfields Program Managersince 2004
Skills:
Redevelopment, Economic Development, Land Use, Public Policy, Regional Planning, Zoning, Land Use...
New York Financial Advisor News & Updates
Full Profile

Matt Tretter Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Implementation Manager • Investor • Volunteer • Managers • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Student Worker • Survey Researcher • Corporate Executive • Chief Executive

Experience & Education

Position:
Implementation Manager - Institutional Investor Group at Vanguard, Member - School of Humanities...
Title:
Implementation Manager at Vanguard
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard - Malvern, PAImplementation Manager - Institutional Investor Groupsince Apr 2013The College of New Jersey - Ewing, NJMember - School of Humanities and Social Sciences Dean's Community Advisory Councilsince Mar 2012
Certifications:
FINRA Series 7
FINRA Series 63
..was contingency planning for Financial Advisor Services and Institutional Asset..
Full Profile

Ed Waters Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Lobbyist • Public Relations Professinal • Chief Communications Officer • Board Member • Chief Executive • Management Team Executive • Community Service Manager • Government Administration Professional • Controller

Experience & Education

Position:
Director of Government Affairs at Chemistry Council of New Jersey, Lobbyist at State Street Associates
Title:
Director of Government Affairs for the Chemistry Council of NJ
Location:
Greater Philadelphia Area
Industry:
Government Relations
Work history:
Chemistry Council of New Jersey - Trenton, NJDirector of Government Affairssince Sep 2007State Street Associates Lobbyistsince Sep 2007
New York Financial Advisor News & Updates
Full Profile

Joyce Mallory Trenton, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Operations Manager • Counselor • Business Manager • Construction • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Travel Agent • Entertainer

Experience & Education

Position:
Senior Change Consultant at Bank of America
Title:
Vice President at Bank of America
Location:
Trenton, New Jersey
Industry:
Financial Services
Work history:
Bank of America Senior Change Consultantsince 2009Merrill Lynch Vice PresidentSep 2006 - Jan 2009
..and implemented Ariba system for Financial Advisor Recognition program
Full Profile

Michael Decamillis Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chairperson • Regional Vice President • Chief Executive • Vice President • Security • Information Technology Specialist • IT Specialist • Financial Officer • Financial Manager • Business Consultant • Advisor • Non-Profit • Software Systems Engineer • Software Developers • Microsoft Certified Solutions Expert • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Owner/President at Dolvin Consulting, Regional Vice President of Technical Services at Cyber...
Title:
Streamlining computer operations and helping manage risk compliance to improve operational efficiencies and reduce costs
Location:
Trenton, New Jersey
Industry:
Information Technology and Services
Work history:
Dolvin Consulting - Hamilton, NJOwner/Presidentsince May 1998Cyber Security Auditors & Administrators (CSA2) - New York, NYRegional Vice President of Technical Servicessince Jul 2011
Skills:
Data Conversion, I5, Business Analysis, Team Building, ERP, Team Leadership, IT Management, Problem ...
New York Financial Advisor News & Updates
Full Profile

Salman Munawar Trenton, NJ

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant • Underwriter • Manager • Operations Manager • Deputy Manager • Financial Manager • Chief Executive • Master of Business Administration • Music Artist • Musicians • Medical Support Assistant • Health Support Worker • Healthcare Support • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Td bank
Underwriter lead, avp
Company:
Habib american bank, corporate headquarters - New York, NY
Underwriter in-charge/ sr. manager

Skills

Over 13 years of U/W experience; Certified Loan Structuring Specialist and recipient of Formal...
Full Profile

Kathrine Bendtsen Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Vice President • Chief Executive • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Logistics Supply Chain Professional • Client Service Officer • Customer Service

Experience & Education

Position:
Health Center Manager at Women's Health Center, Member of Ethics Committee at CentraState...
Title:
Health Center Manager at Women's Health Center
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Women's Health Center - Hamilton, NJHealth Center Managersince Jun 2013CentraState Healthcare System - Freehold, NJMember of Ethics Committeesince Jun 2012
Financial Advisor Relations at Abner
Full Profile

Lawanda Palmer Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Program Coordinator • Non-Profit • Managers • Deputy Manager • Operations Manager • Bachelor of Arts • Educator • Education Professional • Instructor

Experience & Education

Work

Company:
Concerned citizens of ewing, inc
Executive director
Company:
Concerned citizens of ewing, inc
Wic program coordinator

Skills

Mircosoft - Word, Excel, Access, Powerpoint
Full Profile

Joseph Villari Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Production Manager • Production Director • Operations Manager • Representative • Assistant Manager • Counselor • Welding Specialist • Managers • Advisor • Doctor of Medicine • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Production Manager at Fresh Water Greens, Vineyard Manager at Villari Vineyards
Title:
Manager
Location:
Greater Philadelphia Area
Industry:
Farming
Work history:
Fresh Water Greens - Sewell, NJProduction Managersince Dec 2012Villari Vineyards - Sewell, NJVineyard Managersince May 2010
Certifications:
Chartered Retirement Planning Counselor, CRPC, College for Financial Planning
Series 7 License, FINRA
Financial Advisor at TD Wealth Management
Full Profile

Desmond Scott Trenton, NJ

Professions & Specialties

Financial Consultant • Loan Officers • Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service • Business Administrator • Administrative Clerk • Clerical Specialist • Operations Manager

Experience & Education

Work

Company:
Home ex realty llc
Realtor
Company:
Comcast cable co - Monmouth Junction, NJ
Customer service rep

Skills

I am an excellent communicator, I love working with people & improving the company im working for.
Full Profile

Donna Devine Trenton, NJ

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Work

Company:
Pnc financial group
Relationship manager, private client group
Company:
Wachovia, mercer county
Financial specialist

Skills

CFP Certified Financial Planner, Series 6, 63, Insurance: Accident, Health and Variable licenses.
Full Profile

Debra Lemay Trenton, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Physical Therapist Assistant • Licensed Physical Therapist Assistant • Sales Representative • Sales Agent • Counselor • Advisor • Associate in Applied Science • Bachelor of Science

Experience & Education

Work

Company:
Buckingham valley rehabilitation and nursing center
Physical therapist assistant
Company:
St. lawrence rehab - Lawrenceville, NJ
Physical therapist assistant
Full Profile

Michael Kazin Trenton, NJ

Professions & Specialties

Financial Services Sales Agent • Customer Service • Client Service Officer • Analyst • Senior Analyst • Analysts • Operations Manager

Experience & Education

Work

Company:
Bayer healthcare pharmaceuticals
Customer service analyst
Company:
Novartis pharmaceuticals - East Hanover, NJ
Senior analyst
Full Profile


Financial Consultants near Trenton, NJ07881,5762,3643,1523,940PhiladelphiaPrincetonPenningtonLanghorneBensalemFort WashingtonSouthamptonBurlingtonPlainsboroRiverside