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Financial Consultants in Uptown, NJ

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71 results found

Jose Barreiro Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorGuideAdvisorTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse PractitionerStudent WorkerMedical Laboratory ProfessionalMedical Laboratory TechnologistAdvertising ProfessionalMarket AnalystMarket Research AnalystAdvertising Sales AgentComputer Software ProfessionalNetwork AdministratorSoftware DevelopersClient Service OfficerCustomer ServiceProperty ManagerReal Estate Manager

Experience & Education

Position:
Search Consultant at Spire Search Partners, Financial Consultant at AXA Advisors
Title:
Search Consultant at Spire Search Partners
Location:
Hoboken, New Jersey
Industry:
Staffing and Recruiting
Work history:
Spire Search Partners - Hoboken, NJSearch ConsultantAXA Advisors - Bala Cynwyd, PAFinancial Consultantsince Mar 2012
Languages:
Spanish, Portuguese

Ryan Zenga Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCounselorAdvisorSupporting MemberTeam MemberMaster of ScienceBachelor of ScienceChief Executive

Experience & Education

Work

Company:
Lehman brothers, inc
General claims - financial advisor for trustee
Company:
Adams produce, llc
Deepwater horizon gulf spill settlement fund as financial advisor

Todd Rinaldo Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Bank of america merrill lynch - New York, NY
Financial advisor
Company:
Morgan stanley smith barney - Red Bank, NJ
Financial advisor

Skills

Financial and Valuation Modeling, Capital Raising, Consultative Sales, Practice Management, Marketing

John Martyn Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerMathematician

Experience & Education

Work

Company:
Tj carolan & son limited -a gruppo campari company
Financial controller
Company:
Trinity college dublin - Dublin
Faculty financial advisor

Mark Distaulo Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial 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...

Jessica Cataneo Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Fred alger & co
Florida and georgia assisting
Company:
Wells fargo advisors - New York, NY
Financial advisor

Galen Marsh Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeam Member

Experience & Education

Work

Company:
Morgan stanley - New York, NY
Financial advisor
Company:
Morgan stanley
Business development & marketing

Joseph Baumgartner Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
New york life
Hybrid wholesaler
Company:
Pnc investments - Berlin, NJ
Financial advisor

Christopher Greene Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentAssistant Vice PresidentChief ExecutiveSales ManagerOperations ManagerBachelor of ScienceSales Representative

Experience & Education

Work

Company:
United realty advisors
Senior internal wholesaler - assistant vice president
Company:
Merrill lynch - New York, NY
Financial advisor - global wealth and investment management

Skills

Series 7 - General Securities Registered Representative License / Series 66 - Uniform and State...

Thomas Kelly Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentResearch AnalystResearch AssistantResearcherSurvey ResearcherApprenticeStudent Worker

Experience & Education

Work

Company:
Brandywine global investment management, llc
Quantitative research analyst - diversified equity intern
Company:
Ing financial partners - Philadelphia, PA
Financial advisor

Skills

VBA/VB, Excel, SQL/Access, Financial Analysis, Quantitative Research

Jason Kuchar Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEntrepreneurManagersDirectorOperations Manager

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
6 enterprises llc - Mahwah, NJ
Director

Skills

Proficient in DBC, DBC Housing, cFX, Bloomberg, SDC, Thomson One, and all of the Microsoft Office...

Adam Mushnick Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVolunteerNon-ProfitVice PresidentChief ExecutiveFinancial OfficerStudent Worker

Experience & Education

Work

Company:
Merrill lynch & co., inc - Princeton, NJ
Financial advisor
Company:
University of michigan hospital - Ann Arbor, MI
Medrehab clinic volunteer

Thomas Weston Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberClerical SpecialistOperations Manager

Experience & Education

Work

Company:
Morgan stanley smith barney, llc
Financial advisor, global wealth management group
Company:
Morgan stanley & co - New York, NY
Lenders services associate, securities lending

Kathleen Schwartz Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor
Company:
Citi smith barney - Paramus, NJ
Intern/trading assistant

Skills

Proficient in Microsoft (Word, Excel, PowerPoint, Outlook), Bloomberg, Thomson Reuters

Evan Perlmutter Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales CoordinatorCo-FounderRegion ManagerSales ManagerFounderFounding MemberChief ExecutiveArea ManagerManagers

Experience & Education

Work

Company:
Madison square garden
Media ad sales coordinator
Company:
Green jacket marketing - Setauket, NY
Co-founder, regional director of sales and operations, financial advisor

Ryan Bartley Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistClerkClerical Specialist

Experience & Education

Work

Company:
Mendes & mount, llp
Professional liability clerk
Company:
Cornerstone professional advisor services, llc - Garden City, NY
Financial advisor assistant

Matthew Cherry Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveAnalysts

Experience & Education

Work

Company:
Edward jones investments
Financial advisor
Company:
Knight capital group - Jersey City, NJ
Research assistant vice president

Jonathan Hans Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCopywriterPublicity WriterAuthor

Experience & Education

Work

Company:
Laws.com
Editorial manager/copywriter/writer
Company:
Openheimer & co - New York, NY
Financial advisor

Ricardo Golubov Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderFounderFounding MemberChief ExecutiveCoordinatorManagers

Experience & Education

Work

Company:
Praxisteps llc
Co-founder/marketing/new business/sponsorship coordinator
Company:
Morgan stanley smith barney - New York, NY
Financial advisor

Daniella Marcelli Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Metlife financial group
Financial advisor
Company:
The rabbit agency - London
Summer intern

Patrick Daly Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorOperations Manager

Experience & Education

Work

Company:
Lord abbett & co
Regional consultant
Company:
Ing financial partners
Financial advisor

Jonathan Hans Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerCopywriterPublicity WriterAuthor

Experience & Education

Work

Company:
Laws.com
Editorial manager/copywriter/writer
Company:
Openheimer & co - New York, NY
Financial advisor

Brian Maroney Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerProject Managers

Experience & Education

Work

Company:
Wells fargo advisors - New York, NY
Financial advisor
Company:
Deutsche bank - New York, NY
Project manager

Alexander Avolio Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLegal AideParalegal

Experience & Education

Work

Company:
Ing financial partners, mcadam financial group - Jersey City, NJ
Financial advisor
Company:
Avolio & hanlon, pc - Lawrenceville, NJ
Legal assistant

Brian Johnson Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFounderChief Executive OfficerFounding MemberChief ExecutiveCorporate ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAgentSales RepresentativeAdvisorStudent Worker

Experience & Education

Position:
Managing Director at Shift Forex NZ, Founder at FX Intelligence LLC
Title:
Founder of FX Intelligence
Location:
Auckland, New Zealand
Industry:
Financial Services
Work history:
Shift Forex NZ - Auckland, New ZealandManaging Directorsince May 2013FX Intelligence LLC - Auckland, New ZealandFoundersince Oct 2008
Skills:
FX, Trading, Trading Systems, Currency, Financial Markets, FX Options, Risk Management, Financial...
Financial Consultant at NIS Financial

Scott Chasan Uptown, NJ

Professions & Specialties

Finance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationRepresentativeArea ManagerManagersDistrict ManagerRegion Manager

Experience & Education

Work

Company:
Oppenheimer funds - New York, NY
Regional retirement representative
Company:
Adp retirement services - Phoenix, AZ
Retirement services district manager

Nandalal Lutchmansingh Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentMarketing ManagerCounselorAdvisorBrand PlannerBrand RepresentativeOperations ManagerProduction ManagerMaster of Business AdministrationDoctor of Medicine

Experience & Education

Position:
Strategic Marketing Executive at Consultant
Title:
Experienced Strategic Marketing Executive
Location:
Hoboken, New Jersey
Industry:
Pharmaceuticals
Work history:
Consultant - New YorkStrategic Marketing Executivesince 2010Harrison and Star Consultant2010 - 2011
Financial Advisor at Ameriprise Financial

Jose Zabaleta Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCrewmanVolunteerOffice AssistantTeam MemberNon-ProfitOffice ClerkClerical SpecialistSecurityBachelor of ArtsPsychology SpecialistStudent Worker

Experience & Education

Work

Company:
Starwood hotels & resorts
W hoboken, house officer
Company:
Semester at sea
Administration office assistant

Skills

Fluent in Spanish, Expert in all Microsoft Office applications, CPR/AED Certified, Completed...

Fredrik Vidh Uptown, NJ

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
Marex spectron - New York, NY
Senior fx sales/trader
Company:
Swedbank - Stockholm, ME
Senior fx spot trader

Skills

High-energy foreign exchange trader specializing in Scandinavian currencies, leveraging language...

Gwenneth Mabika Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerFinancial DirectorOperations ManagerFinancial OfficerFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified AuditorFinancial Compliance ExaminerAdvisor

Experience & Education

Work

Company:
Pricewaterhousecoopers
Assurance audit manager - financial services
Company:
Services seta - Johannesburg, Gauteng
Interim chief finance officer (cfo)

Jacqueline Risucci Uptown, NJ

Professions & Specialties

Licensed Real Estate BrokerProperty ManagerReal Estate ManagerRental ManagerRental Sales AgentRental ClerkOperations Manager

Experience & Education

Work

Company:
Julia shildkret real estate
Cooperative/condo/ rental specialist
Company:
Vigilant real estate - Levittown, NY
Rental manager

Skills

Mac/Windows versed, Microsoft Office Suite, Microsoft Outlook, Google Adwords & Analytics,...

Joseph Vurchio Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOperations AssociateSupporting MemberTeam MemberOperations ManagerFund AccountantControlling SpecialistAccounting BookkeeperBookkeeperControllerCertified Medical AssistantMedical AssistantHealthcare SupportBachelor of Science

Experience & Education

Work

Company:
Lord abbett
Operations associate
Company:
Fox asset management - Red Bank, NJ
Institutional accounts associate

Skills

Microsoft Office, Fiserv APL, Advent AXYS/MOXY/DTCC, SS&C Hedgeware, QuickBooks & Quicken

Peter Jones Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDevelopment DirectorHR ManagerRepresentativeTeam LeaderManagerOperations ManagerProject ManagersEntrepreneurProject ManagerCrewmanAdministrative AssociateBusiness AdministratorManagersTeam MemberAdministrative ClerkClerical SpecialistBachelor of ScienceStudent Worker

Experience & Education

Work

Company:
Office depot
Territory development manager
Company:
Office depot - New York, NY
Territory development representative

Charles Boniface Uptown, NJ

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceNotaryLawyers

Experience & Education

Work

Company:
Wells fargo - Westfield, NJ
Licensed personal banker
Company:
Wachovia - Westfield, NJ
Financial specialist

Skills

Series [] NJ Life/Health/Variable Insurance Producer Licensed. Notary Public. NMLS Listed Mortgage ...

Christopher Harrison Uptown, NJ

Professions & Specialties

Financial Services Sales AgentTraining SpecialistWorkforce Development SpecialistTraining and DevelopmentApprenticeStudent WorkerTechnical SpecialistTechnical Support SpecialistsOperations Manager

Experience & Education

Work

Company:
Morgan stanley smith barney - Township of Warren, NJ
Field services group, technology training specialist
Company:
Morgan stanley smith barney - Ann Arbor, MI
Intern for the ann arbor group

Keith Wheatley Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Networking OfficerBusiness Development ManagerCustomer RelationsOperations ManagerBusiness Administrator

Experience & Education

Work

Company:
Mrb - the macro research board
Client relations director
Company:
Bca research - New York, NY
Business development manager

Kelly Cromwell Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantAccounting BookkeeperBookkeeperSenior ManagerVice PresidentOperations ManagerChief ExecutiveManagers

Experience & Education

Work

Company:
The rockefeller group, international
Senior manager, financial planning and analysis
Company:
Jp morgan chase - New York, NY
Vice president, asset and wealth management americas finance

Nimo Rijhwani Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOutside Sales RepresentativeSales RepresentativeRegional Vice PresidentRegion ManagerVice PresidentChief ExecutiveArea ManagerManagers

Experience & Education

Work

Company:
Bic group/ james alpha mgt
Regional vice president (inside/ outside sales)
Company:
The hartford mutual funds - Wayne, PA
Regional director

Skills

Series 7, Series 63, Series 65, NJ Life and Health Insurance License, CMFC, CRPC

Brandon Papa Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerDirector of OperationsBachelor of ScienceComputational ScientistComputer ScientistsManagers

Experience & Education

Work

Company:
Makroconcert - Warszawa, mazowieckie
Events manager
Company:
National safety compliance inc - Lakewood, NJ
Operations manager

Michael Jasmine Uptown, NJ

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorVice PresidentChief Executive

Experience & Education

Work

Company:
Jp morgan
Consultant, prime brokerage asset servicing
Company:
Wachovia global securities lending - Short Hills, NJ
Vice president, securities lending trader

Brooke Halper Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeMarketing AdministratorApprenticeJuris DoctorBachelor of ScienceStudent Worker

Experience & Education

Work

Company:
Whitaker securities llc
Fixed income broker
Company:
Private consulting - Lambertville, NJ
Attorney

Nicholas Detorie Uptown, NJ

Professions & Specialties

Capital Markets ProfessionalRelationship ManagerAccount Service ManagerClient Service OfficerVice PresidentChief ExecutiveSupporting MemberTeam MemberCustomer ServiceStudent Worker

Experience & Education

Work

Company:
Terra capital partners
Vice president - due diligence
Company:
Cohen & steers - New York, NY
National accounts associate

Peter Cpa Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentControllerChief AccountantAccount ManagerAccounting ClerkAccounting BookkeeperBookkeeperBachelor of ScienceBusiness AdministratorFounding MemberChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Tory burch, llc
Assistant corporate controller
Company:
Pricewaterhousecoopers, llc - Florham Park, NJ
Experienced senior accountant

Skills

Accounting, Monthly Closing, Inventory Management, Cash Flow Management, Technical Research, Team...

Kelly Cpa Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior ManagerVice PresidentOperations ManagerChief ExecutiveDeputy DirectorDirectorManagerDeputy ManagerBachelor of ScienceManagers

Experience & Education

Work

Company:
The rockefeller group, international
Senior manager, business analysis
Company:
Jp morgan chase - New York, NY
Vice president, asset and wealth management americas finance

Ashmi Dave Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerBusiness Development ManagerOperations ManagerMaster of Business AdministrationAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Iifl private wealth management - New York, NY
Avp, private wealth manager
Company:
Hsbc bank usa, n.a - New York, NY
Avp, business development manager

Joseph Vincent Uptown, NJ

Professions & Specialties

LeaderManagersDirectorVice PresidentOperations ManagerChief Executive

Experience & Education

Work

Company:
Merchant pro express
Director of sales
Company:
Equityfeed, inc
Vice president of north american sales

Alexander Polce Uptown, NJ

Professions & Specialties

Financial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveSupporting MemberTeam MemberOperations Manager

Experience & Education

Work

Company:
Citigroup
Assistant vice president
Company:
Grant thornton llp - New York, NY
Associate

Sandra Birkenhauer Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPediatric Licensed Practical NurseRegistered NurseLicensed Practical NurseCertified Nurse PractitionerNurse PractitionerBachelor of ScienceArea ManagerManagers

Experience & Education

Work

Company:
Boston road pediatrics - Bronx, NY
Pediatric nurse practitioner
Company:
St. barnabas medical center - Livingston, NJ
Cardiac registered nurse

Kenneth Bond Uptown, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystCounselorAnalystsAdvisorBachelor of ScienceSales Representative

Experience & Education

Work

Company:
Nrg energy, inc
Senior risk analyst
Company:
Jp morgan chase & co - New York, NY
Consultant

Tom Foley Uptown, NJ

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccount ManagerCorrespondentReporterBachelor of Science

Experience & Education

Work

Company:
Prudential investments
Internal wholesaler
Company:
Lord abbett & co
Regional manager



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