Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in New Jersey

Financial Consultants in Union City, NJ

Find a professional & check records

Here is a complete directory of nearly every experienced Financial Consultants in your town.

The Trustoria Service Professional Directory gives everyone all the resources needed to find the right person for every need.

Be sure to visit other neighborhoods near you to locate the histories of more professionals.

72 results found

Amanda Defrancesco New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Director of Business Development • Operations Manager • Business Development Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Talent Agent • Analysts • Student Worker

Experience & Education

Position:
Director, Business Development & Strategy at UBS AG- Private Bank
Location:
New York, New York
Industry:
Financial Services
Work history:
UBS AG- Private Bank - New York, NYDirector, Business Development & Strategysince May 2012UBS Wealth Management - Weehawken, NJDirector, Business Acquisition & Integration StrategyOct 2011 - May 2012
Skills:
Marketing Communications, Strategic Planning, Strategy, Competitive Analysis, Management, Training, ...
Certifications:
Series 7, FINRA
Six Sigma
..to drive revenue & NNM amongst the Financial Advisor populations in both UBS
Full Profile

Jaime Mclaughlin New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Communications Officer • Senior Vice President • Chief Executive • Operations Manager • Vice President • Model • Guide • Recognition • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Title:
Current stay at home mom; Former Business Development and Marketing Executive
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - New York / New JerseyBusiness Owner Segment Manager2010 - 2011Smith Barney - New York, NYDirector of Communications & Business Development / Senior Vice President, Banking & Lending2006 - 2010
Skills:
New Business Development, Marketing Strategy, Training & Development, Campaign Execution,...
Certifications:
FINRA Series 7, 24, 63 registered
created targeted Financial Advisor and client materials and widely..
Full Profile

Hallie Eng New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chief Human Resources Officer • Manager • Operations Manager • Personnel Administrator • HR Manager • Human Resources Specialist • Recruitment • Business Manager

Experience & Education

Position:
Director, HR M&A at American Express
Location:
Greater New York City Area
Industry:
Human Resources
Work history:
American Express - New York CityDirector, HR M&Asince May 2011UBS - Weehawken NJDirector, Strategic ProjectsOct 2008 - Apr 2011
including analysis of financial advisor and client attrition data to ide..
Full Profile

Al Rodriguez New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Security • Team Member • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Automotive Professional

Experience & Education

Position:
Director at Morgan Stanley Wealth Management, Real Estate Referral Associate at Coldwell Banker
Title:
Investment Bank Director at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Directorsince Aug 2006Coldwell Banker - Rutherford, NJReal Estate Referral Associatesince Jul 2005
Skills:
Investments
Languages:
English, Spanish
Certifications:
Real Estate, New Jersey
financial advisor recruits
Full Profile

Alexander Chan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Compliance Manager

Experience & Education

Position:
Equities Compliance Officer at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJEquities Compliance Officersince Jul 2011UBS Wealth Management - Weehawken, NJGraduate Training Program2009 - 2011
Skills:
Compliance, Project Management, External Audit, Microsoft Excel, PowerPoint, Microsoft Office,...
Languages:
English, Cantonese, Mandarin, Spanish
..memos and statistics analyzing Financial Advisor transactions
Full Profile

Scott Lombardo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Security • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Host • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Managers • Advisor • IT Analyst • Systems Administrator • Computer Systems Administrator

Experience & Education

Position:
Executive Director at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJExecutive Directorsince Nov 2011UBS Solution Design Strategist (management consulting)Mar 2010 - Nov 2011
..to the client from the firm and the Financial Advisor
Full Profile

Lisa Ann Calandra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Coordinator • Advisor • Managers • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Deputy Director • Manager • Partner • Compliance Manager • Deputy Manager • Chief Executive • Operations Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Associate Director at UBS Financial Services Inc, Associate Director of Compliance, Compliance...
Title:
Compliance Officer at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc Associate Directorsince Apr 2011UBS Associate Director of Compliance, Compliance Officer/Managersince Aug 2007
Lead Partner on Financial Advisor Recruiting Team for Registration..
Full Profile

James Quigley New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Chief Digital Officer • Operations Manager • Chief Executive • Technology Manager • Technical Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Analysts

Experience & Education

Position:
Director, Operational Risk Control, Wealth Management America at UBS Financial Services
Title:
Director, Operational Risk Control
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - Weehawken, NJDirector, Operational Risk Control, Wealth Management Americasince 2008UBS Investment Bank - New York, NYDirector, New Business Group2006 - 2008
Skills:
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk...
and Compliance to ensure appropriate financial advisor training on complex products
Full Profile

Kier Bouley New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Chief Executive • Operations Manager • Art Director • Production Designer • Graphic Designer • Graphic Design Specialist • Design Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Designer • Counselor • Advisor • Photo Print Specialist • Photography Specialist

Experience & Education

Position:
Owner/Art Director/Graphic Designer at Kier Bouley, LLC
Title:
Art Direction, PowerPoint Presentations, Design, Digital Photo-manipulation, Pre-Press, Instruction, Training, Mentoring
Location:
Greater New York City Area
Industry:
Graphic Design
Work history:
Kier Bouley, LLC - New JerseyOwner/Art Director/Graphic Designersince Mar 2010UBS Financial Services, Inc. - Weehawken, NJSenior Designer (Consultant)Aug 1999 - Mar 2010
Languages:
English, American Sign Language
..weekly magazines Investment Forum and Financial Advisor
Full Profile

Ryan Monroe New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Supporting Member • Advisor • Team Member • Partner • Team Leader • Chief Executive • Operations Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Front Office Receptionist • Managers • Vice President • Financial Manager • Sales Agent • Music Professors

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
Financial Solutions Advisor at Merrill Edge(Business Development)
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge - New York, NYFinancial Solutions Advisorsince Apr 2011Chase Investment Services Corp. - Brooklyn, NYFinancial Advisor Associate, Vice President-InvestmentsJul 2009 - Jan 2011
Skills:
Wealth Management, Series 7, Investments, Securities, Insurance, Business Development, New Business ...
Full Profile

Matthew Christopher New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Product Specialist • Partner • Vice President • Marketing Manager • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Operations Manager

Experience & Education

Position:
Internal Banking Products Specialist at UBS Wealth Management
Title:
Internal Banking Product Specialist at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken NJInternal Banking Products Specialistsince Dec 2011Bank of America / Merrill Lynch Wealth Management Banker VPAug 2009 - Mar 2011
Certifications:
Series 7 & 66 Registered Representative, FINRA
..to affluent clients in support of the Financial Advisor and client relationship
Full Profile

Thomas Park New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Officer • Financial Manager • Vice President • Business Administrator • Area Manager • Managers • Analysts • Consumer Goods Professional • Commodities Clerk • Master of Business Administration

Experience & Education

Position:
Executive Consultant at TMCV Capital and Consulting
Title:
Business Advisory and Capital Raising Startup
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TMCV Capital and Consulting - Monroe, NJExecutive Consultantsince Apr 2010UBS Financial Services - Weehawken, NJDirector, ControllingJun 2006 - Apr 2010
Skills:
Derivatives, Financial Modeling
..,that helped drive product revenues per financial advisor by 11% per annum over 3 years
Full Profile

Sam Dix New York, NY

Professions & Specialties

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

Experience & Education

Position:
Management Consultant at Ernst & Young
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ernst & Young Management Consultantsince Jan 2013UBS - Weehawken, NJStrategy, Marketing and Business DevelopmentJun 2012 - Aug 2012
..the causes of and correlation between Financial Advisor,FA,year-over-year growth and the..
Full Profile

Michael Garczynski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Director • Deputy Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Team Member • Advisor • Project Managers • Information Technology Specialist • Computer Software Professional • Software Developer • Software Developers • Software Deployment Engineer • Computer Specialist • User Interface Designer • Website Developer • IT Specialist

Experience & Education

Position:
Director at UBS
Title:
Associate Director at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJDirectorsince Apr 2007Sungard - Parsippany, NJConsultantDec 2005 - Apr 2007
Certifications:
Lean Six Sigma Black Belt, UBS Financial Services, Inc.
Webmaster, Fairleigh Dickenson University
..towards enhancing the client and financial advisor experience
Full Profile

Ralph Pagan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Representative • Package Designer • Commercial Designer • Advertising Professional • Advertising Sales Agent • Marketing Manager • Operations Manager • Advisor • Brand Representative • Master of Business Administration • Master of Science • Psychologist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Managing Director at 691 Marketing
Location:
New York, New York
Industry:
Marketing and Advertising
Work history:
691 Marketing - New York, NYManaging Directorsince 2000Morgan Stanley Smith Barney - Paramus, New JerseyFinancial AdvisorJan 2011 - Apr 2012
Languages:
Spanish
Certifications:
General Securities Representative (Series 7, 66): NY, NJ, CT, FL
Licensed Insurance Producer: NY, NJ, CT
Full Profile

Laura Zoradi New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Business Administrator • Analyst • Apprentice • Analysts • Chief Operating Officer • Chief Executive Officer • Partner • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Student Worker

Experience & Education

Position:
Business Analyst - Office of the COO, Change Leadership at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJBusiness Analyst - Office of the COO, Change Leadershipsince Nov 2012UBS - New York, NYHuman Resources AnalystAug 2011 - Nov 2012
Address Financial Advisor technology concerns and suggesti..
Full Profile

Rohit Kataria Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

United States Patent InventorAppl. No.Assignee

#2004015  Aug 12, 2004

Filed: Feb 11, 2003

 Justin Data (Ossining, NY)
Michael Rizzo (Monroe Township, NJ)
Rohit Kataria (Union City, NJ)
Phil Hsu (Ho Ho Kus, NJ)
J. Marsh (Zurich, CH)
Grace Davitt (Basking Ridge, NJ)
Syed Ali (Linden, NJ)
Mark Distaulo (Hoboken, NJ)
Jangliw Passavant (West Orange, NJ)
 10/365323
International Classification: G06F017/60U.S. Classification: 705/036000
Patent:
Financial advisor messaging in a networked computer system
Abstract:
The present invention provides systems and methods for financial advisor messages in a networked...
Full Profile

Stefanie Schreiber New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Tester • Computer Specialist

Experience & Education

Position:
Business Analyst at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJBusiness Analystsince Apr 2012UBS Wealth Management - Weehawken, NJQuality Assurance LeadJul 2009 - Apr 2012
Experience working with a Financial Advisor and his team in order to better..
Full Profile

Alexandra Chevestick New York, NY

Professions & Specialties

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

Experience & Education

Position:
Institutional Consulting Validation Project at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJInstitutional Consulting Validation Projectsince Nov 2012
compile Financial Advisor specific spreadsheets to be used..
Full Profile

Juan Montoya New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Financial Director • Project Managers • Financial Officer • Financial Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Advisor • Operations Manager • Chief Executive • Paralegal • Software Developers • IT Specialist • Advertising Sales Agent

Experience & Education

Title:
Project/finance manager seeking new challenges
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Studio LLC - Hoboken, NJControllerFeb 2006 - May 2009UBS Financial Securities - Weehawken, NJFinancial AdvisorOct 2004 - Jan 2006
Languages:
Spanish
Full Profile

Anthony Viskovic New York, NY

Professions & Specialties

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

Experience & Education

Position:
High Net Worth Lending Advisor at Morgan Stanley
Title:
HNW Lending Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Greater New York City AreaHigh Net Worth Lending Advisorsince Nov 2010UBS Wealth Management - Weehawken, NJBanking Product AdvisorMay 2007 - Nov 2010
Skills:
Banking, Securities, Loans, Private Banking, Wealth Management, Process Improvement, Credit
Certifications:
FINRA Series 7, 31, 66
..aid in driving net new assets through Financial Advisor training initiatives and sales t..
Full Profile

Boris Rabinovich New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Java Developer • JavaScript Developer • Software Developer • Software Developers • Agent • Sales Representative

Experience & Education

Position:
Associate Director at UBS Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - Weehawken, NJAssociate Directorsince Sep 2003PaineWebber ,Inc Lead DeveloperMar 2000 - Sep 2003
Skills:
Business Analysis, SDLC, SQL, Microsoft SQL Server
..Inquiry applications running within Financial Advisor Workbench
Full Profile

Daniel Kutz New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Position:
Wealth Management Operations Intern at UBS
Location:
Greater New York City Area
Industry:
Medical Devices
Work history:
UBS - Weehawken, NJWealth Management Operations Internsince Feb 2012Cordis Finance Co-OpJan 2011 - Jul 2011
Skills:
Proficient in Excel
Operations support team for Financial Advisor in the Wealth Management Divisio..
Full Profile

Chuck Redding New York, NY

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Director • Partner • Operations Manager • Chief Executive • Counselor • Advisor • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJDirectorsince Aug 2003UBS Investment Bank Director2005 - 2007
Skills:
Wealth Management, Fixed Income, Alternative Investments, Series 7, Structured Products, Portfolio...
Regularly travel in market to conduct financial advisor and client education seminars an..
Full Profile

Scott Ashley New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President- Wealth Management at Morgan Stanley Wealth Management
Title:
Senior Vice President - Wealth Management, Portfolio Management Director, Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Senior Vice President- Wealth Managementsince 1994Paine Webber - Weehawken, NJVice President - Finance1992 - 1994
Full Profile

Kathleen Susong Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Group Manager • Director • Chief Executive • Operations Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Compensation Manager • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Director, Financial Advisor Compensation at UBS Wealth Management
Title:
HR Group Manager
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Wealth Management Director, Financial Advisor Compensationsince 2007Key Bank Financial Advisor Compensation Manager2005 - 2007
Skills:
Executive Pay, Succession Planning, Financial Advisor Compensation Design, Firm level Brokerage...
Full Profile

Leslie Andes Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Director, Compensation at UBS Wealth Management
Title:
Director, Human Resources
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Wealth Management Director, Compensationsince Jan 2007TD Securities Human Resources AnalystFeb 2001 - Jan 2007
Languages:
Tagalog
Financial Advisor Compensation
Full Profile

Valerie Pergolizzi Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Corporate Executive • Chief Executive • Managers

Experience & Education

Position:
Senior Financial Advisor, Authorized Officer at UBS Financial Services
Title:
Authorized Officer, Sr. Financial Advisor at UBS Financial Services
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Financial Services Senior Financial Advisor, Authorized Officersince May 2009Kforce Professional Staffing Senior Account Executive/Branch ManagerSep 2008 - Jan 2009
Skills:
Financial Services, Leadership, Recruiting, Talent Acquisition, New Business Development, Business...
Full Profile

Justin Trubin New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJFinancial Advisorsince Feb 2013Merrill Lynch - Pennington, njFinancial Solutions Advisor- Edge Preferred Relationship Consultant TeamMay 2012 - Feb 2013
Full Profile

Elliot Delgado Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Project Managers • Project Manager • Business Analyst • Analyst • Analysts • Advisor • Research Analyst • Research Assistant • Researcher • Survey Researcher • Data Analyst • Software Developer • Software Developers • Network Systems Administrator • Computer Network Professional • Network Administrator • Database Administration Professional • Database Administrator • Data Entry Specialist • Data Scientist • Master of Business Administration • Bachelor of Science

Experience & Education

Work

Company:
Delgado financial consulting
Financial consultant - owner
Company:
Tiaa-cref investment management - New York, NY
Project manager / am - business analyst, asset management department

Skills

AREAS OF EXPERTISE * Financial Statements * Forecasting and Budgeting * Data Collection and...
Full Profile

Dennis Burkhardt Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Recruitment • Supervisor • Managers • Legal Counsel • Graphic Designer • Psychology Specialist

Experience & Education

Work

Company:
Us census, hoboken early local census office
Recruitment supervisor
Company:
Met life
Financial advisor
Full Profile

Crisel Flores Union City, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Dharma locals
Marketing associate
Company:
On time elite, celebrity & production bus rental
Booking associate, financial consultant
Full Profile

Jeffrey Wallace Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Agent • Sales Representative • Office Clerk • Clerical Specialist • Student Worker

Experience & Education

Work

Company:
Mirus futures - Chicago, IL
Futures broker
Company:
Merrill lynch - Jacksonville, FL
Financial advisor, crpc

Skills

series 3,7,66,CRPC, and currently taking the CFA level 1
Full Profile

Diane Vanderhoef Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Draughtsman • Drafter

Experience & Education

Work

Company:
Gee2000 architects
Draftsman
Company:
Ameriprise financial - New York, NY
Financial advisor, crpc
Full Profile

Charlie Hernandez Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Supervisor • Managers

Experience & Education

Work

Company:
Wfg/transamerica
Financial advisor/planner
Company:
J&j trucking co - North Bergen, NJ
Supervisor
Full Profile

Henry Hu New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Data Analyst • Programmer • Computer Programmer • Visual Basic Developer • SalesForce Administrator • Business Systems Analyst • Software Tester • Data Entry Specialist • Data Scientist • Software Developer • Software Developers • Database Administration Professional • Database Administrator • IT Analyst • Computer Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Science • C++ Developer • Information Technology Specialist • Information Systems Analyst • Systems Administrator • Computer Systems Administrator • IT Specialist • Bachelor of Science • Business Analyst • Business Consultant • Advisor • Analyst • Analysts • Project Managers • Sales Representative

Experience & Education

Title:
Business Data Analyst/Programmer
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Fiserv - Jersey City, NJTemporary EmployeeNov 2012 - Feb 2013UBS Wealth Management - Weehawken, NJBusiness Systems Analyst / Data Analyst / ProgrammerJan 2007 - Jul 2012
Languages:
Cantonese, Vietnamese, Mandarin
Certifications:
SAS Certified Base Programmer for SAS 9, SAS Institute Inc.
..by Legal & Compliance to track which Financial Advisor accepted gift from client in exc..
Full Profile

Chintan Rana New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Operations Associate • Senior Finance Manager • Co-Founder • Operations Manager • Financial Officer • Financial Manager • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Financial Analyst • Human Resources Specialist • Recruitment • Bachelor of Science • High School Diploma • Systems Support Specialist • Support Specialists • Student Worker

Experience & Education

Position:
Hedgefund Operations Associate at U.S. Bank, Senior Finance Manager and Co-Founder at CarryOn Media
Title:
Hedgefund Operations Associate at US Bank Corp.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
U.S. Bank Hedgefund Operations Associatesince Sep 2012CarryOn Media Senior Finance Manager and Co-Foundersince Nov 2011
Skills:
Financial Analysis, Investments, Portfolio Management, Research, Forecasting, Access, Financial...
Languages:
Gujarati, Hindi
..portfolios on a personal level as a financial advisor
Full Profile

Faith Osorio New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Analyst • Analysts • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Compliance Manager • Business Administrator • Director • Chief Executive • Operations Manager • Customer Service

Experience & Education

Position:
Compliance Officer at UBS Wealth Management
Title:
Compliance Officer at UBS Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJCompliance Officersince Sep 2010UBS Wealth Management - Weehawken, NJCompliance Registration AnalystFeb 2010 - Sep 2010
..background for entering in the Financial Advisor Retirement Program
Full Profile

Lou Pingitore New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Senior Advisor • Independent Contractor • Advisor • Contractor • Program Director • Managing Partner • Partner • Technology Director • Operations Manager • Chief Executive • Technology Manager • Technical Managers • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Information Technology Specialist • IT Specialist • Independent Business Owners • Managers • Project Managers • Department Supervisor • Consumer Goods Professional • Commodities Clerk • IT Manager • Computer Scientists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Industrial Engineer • Head Engineer • Engineering Manager

Experience & Education

Position:
Independent Contractor - Sr. Program Manager at UBS, Managing Partner at Strategic Sourcing Group,...
Title:
Senior Consultant with Excellent Management Consulting Expertise
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
UBS - Weehawken, NJIndependent Contractor - Sr. Program Managersince Jul 2012Strategic Sourcing Group, Inc. Managing Partnersince Oct 2008
Skills:
SDLC, Vendor Management, IT Strategy, Program Management, Process Improvement, Project Management,...
..Management Americas,WMA,Client & Financial Advisor,FA,Facing Application Developmen..
Full Profile

Kyle Spencer Union City, NJ

Professions & Specialties

Stock Broker • Trader • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Examiner • Compliance Agent • Inspector • Compliance Officer • Team Member • Director of Operations • School Principal • School Administrator • Educational Manager • Driver • Software Tester • Computer Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Branch Examiner at UBS Financial Services, Inc.
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Weehawken, NJBranch Examinersince Jun 2013Wells Fargo Advisors, LLC - Orland Park, ILComplex Compliance SpecialistJul 2011 - May 2013
Financial Advisor at Wells Fargo Advisors
Full Profile

Aaron Fullilove New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Program Associate • Recognition • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Organization Management • Operations Manager • Chief Accountant • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Market Research Analyst

Experience & Education

Position:
Program Associate at The Brunswick Group
Location:
Greater New York City Area
Industry:
Higher Education
Work history:
The Brunswick Group Program Associatesince Nov 2012RPM Development Group - Montclair, NJReal Estate InternshipJun 2011 - Aug 2011
Skills:
Financial Analysis, Economic Development, Real Estate, Real Estate Development, Analysis, Market...
Financial Consultant at AXA Advisors
Full Profile

Megan Smith New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Manager • Operations Manager • Advisor • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistics Supply Chain Professional • Managers • Controlling Specialist • Logistician • Information Technology Specialist • IT Specialist • Mathematician

Experience & Education

Position:
HR Americas Line Manager Advisor at UBS, HR Analyst at UBS
Title:
HR Americas Line Manager Advisor at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJHR Americas Line Manager Advisorsince Jul 2013UBS - Stamford, CTHR Analystsince Nov 2011
Financial Advisor at American Express Financial Ad..
Full Profile

Andrew Slovak New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Architect • Manager • Operations Manager • Objective-C • Software Developer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Founding Member • Chief Executive • Project Managers • Systems Administrator • Computer Systems Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Business Consultant • Master of Science

Experience & Education

Position:
Software Architect at OTG Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
OTG Management - New York CitySoftware Architectsince Jun 2012Savant Systems - Hyannis, MASoftware Engineering ConsultantJan 2012 - Jun 2012
Skills:
Project Management, Unix, Agile Methodologies, Software Project Management, XML, Java, SQL, HTML,...
..on marketing and mobile platforms for financial advisor and end user networks
Full Profile

Srinivas Kurella New York, NY

Professions & Specialties

Vice President • Development Director • Chief Executive • HR Manager • Author • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Security • Advisor • Model • Java Developer • JavaScript Developer • Software Developer • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Systems Administrator • Computer Systems Administrator • Computer Scientists • IT Specialist

Experience & Education

Position:
Vice President, Content Management Technologies at Morgan Stanley Smith Barney
Title:
Vice President at Morgan Stanley Smith Barney
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Greater New York City AreaVice President, Content Management Technologiessince Jun 2009Citigroup - Greater New York City AreaVice PresidentMar 2008 - Jun 2009
..its integration into the Consultworks Financial Advisor workbench under the Consolidated..
Full Profile

Sharon Zukowski New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Project Manager • Advisor • Team Member • Builder • Construction Specialist • Construction Laborer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Managers • Marketing Manager • Operations Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Advisory & Solutions Marketing -- Wealth Management Americas at UBS, Marketing Associate at UBS ...
Title:
Contributor at La Biennale di Venezia
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Advisory & Solutions Marketing -- Wealth Management Americassince Jun 2008UBS Wealth Management Marketing Associatesince Jun 2006
Skills:
Internal Communications, Corporate Communications, Marketing Communications, Vendor Management,...
Financial Advisor at Merrill Lynch
Full Profile

Nilesh Parikh New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Deputy Manager • Chief Executive • Counselor • Supporting Member • Team Member • Advisor • Master of Business Administration • Bachelor of Business Administration

Experience & Education

Position:
Head of New Financial Advisors and Wealth Planning Analysts at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJHead of New Financial Advisors and Wealth Planning Analystssince Mar 2013UBS Wealth Management - Weehawken, NJDirector, Talent & DevelopmentAug 2012 - Mar 2013
Skills:
Project Planning, Project Implementation, Business Analysis, Strategic Planning, Strategic...
Certifications:
Chartered Financial Consultant (ChFC)
Series 7 (General Securities Rep)
Full Profile

Drew Gilmore New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Student Worker • Analysts • Computer Scientists

Experience & Education

Position:
Intern - CEFS: Reinvestment at UBS Wealth Management, Financial Analyst at Simalfa
Title:
UBS WM
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJIntern - CEFS: Reinvestmentsince Jun 2013Simalfa - NJFinancial Analystsince Jan 2008
Financial Advisor at UBS Wealth Management
Full Profile

Joshua Shute New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Chief Executive Officer • Director • Sales Director • Corporate Executive • Chief Executive • Operations Manager • Sales Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Business Administrator • Advisor

Experience & Education

Position:
Executive Director - Head of Ultra High Net Worth Fixed Income Sales / Execution at UBS
Title:
UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJExecutive Director - Head of Ultra High Net Worth Fixed Income Sales / Executionsince Feb 2009Bank of America Investment Services, Inc - 1 Bryant Park, NY, NYDIrector - Trading / Sales MgrDec 2004 - Feb 2009
Financial Advisor at Deutche Bank Alex Brown
Full Profile

Cintia Torres New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Marketing Manager • Department Supervisor • Manager • Recruitment • Bachelor of Arts • Analysts

Experience & Education

Title:
Associate Director at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJAssociate DirectorMay 2007 - Jun 2012AXA Advisors - Woodbridge, NJClient Relationship ManagerOct 2006 - May 2007
Skills:
Wealth Management, Equities, Relationship Management, Product Management, Operations Management,...
Languages:
Spanish
Financial Advisor at AXA Advisors
Full Profile

Bradley Shaw New York, NY

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Director • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Vice President • Retail Professional • Retail Salesperson • Bachelor of Science • Master of Science • Business Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Director at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJDirectorsince Apr 2012Witter Partners Managing Director / Wholesaler of mutual funds & hedge fundsJan 2011 - Mar 2012
Skills:
Securities License 7, 63 & 65
Financial Advisor at Smith Barney
Full Profile


Financial Consultants near Union City, NJ03,1606,3209,48012,64015,800New YorkJersey CityWest New YorkSecaucusNorth BergenEdgewaterCarlstadtEast RutherfordCliffside ParkFairview