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Financial Consultants in Utica, NY

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Here is a complete directory of most professional Financial Consultants in Utica, NY.

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52 results found

Mark Steckler Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceSports Trainers

Experience & Education

Position:
Head Equity Specialist at Caruso McLean Investment Advisors
Title:
Head Equity Specialist at Caruso McLean & Co.
Location:
Utica, New York Area
Industry:
Investment Management
Work history:
Caruso McLean Investment Advisors Head Equity Specialistsince Nov 2005Smith Barney Financial ConsultantNov 1995 - Nov 2005

John Savage Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse PractitionerChief ExecutiveFinancial OfficerFinancial ManagerSales RepresentativeLyricistPoetAuthorTrust Law AttorneyLawyers

Experience & Education

Position:
Director of Retirement Plans at Ascent Wealth Partners, LLC, Proprietor at John L. Savage, CPA
Title:
Director of Retirement Plans at Ascent Wealth Partners, LLC
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Ascent Wealth Partners, LLC - Utica, New YorkDirector of Retirement Planssince Sep 2011John L. Savage, CPA Proprietorsince 1985
..have an experienced accountant and/or financial advisor

David Van Meter Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGuideTour GuideAuthorSchool PrincipalSchool AdministratorEducational ManagerEntertainment ProfessionalEntertainerComputer Games ProfessionalComputer SpecialistMathematicsMathematician

Experience & Education

Position:
Partner at Van Meter & Van Meter, LLC
Title:
Financial Advisor at Van Meter & Van Meter, LLC
Location:
Utica, New York Area
Industry:
Investment Management
Work history:
Van Meter & Van Meter, LLC Partnersince 2008Laurion Publishing Author / Developer1989 - 2008

M Throop Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
Utica und Umgebung, New York
Industry:
Finanzdienstleistungen

Katharina Timmons Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControlling SpecialistControllerBachelor of ScienceAssociate in Applied ScienceCustomer Service

Experience & Education

Work

Company:
Faxton st lukes healthcare - Utica, NY
Financial counselor
Company:
Faxton st lukes healthcare - Utica, NY
Insurance verifier

Skills

medicare Omnipro, Meidicaid EPACES, RevRunner, BCBS of Utica-Watertown and Fidelis computer programs

Russell Cahill Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentative

Experience & Education

Position:
Financial Representative at Northwestern Mutual
Title:
Financial Advisor at Northwestern Mutual
Location:
Utica, New York Area
Industry:
Insurance
Work history:
Northwestern Mutual Financial Representativesince Apr 1998

Caryn Shatraw Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInformation SpecialistIT SpecialistBusiness ManagerFood ServerStudent WorkerOperations Manager

Experience & Education

Position:
Financial Counselor for Online Programs at Utica College
Location:
Utica, New York Area
Industry:
Higher Education
Work history:
Utica College - Utica CollegeFinancial Counselor for Online Programssince Sep 2011Utica College Information SpecialistMay 2011 - Aug 2011
Skills:
Video Production

Michele Harris Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Position:
Financial Counselor at Utica College
Location:
Utica, New York Area
Industry:
Higher Education
Work history:
Utica College Financial Counselor

Daniel Dumoulin Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisor

Experience & Education

Work

Company:
Morgan stanley
Financial advisor
Company:
First niagara - Utica, NY
Financial advisor

William Senif Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince 1999

Lindsay Petras Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales Representative

Experience & Education

Position:
Wealth Management and Sales Assistant at NBT Bank
Location:
Utica, New York Area
Industry:
Banking
Work history:
NBT Bank - Utica, New York AreaWealth Management and Sales Assistantsince Jul 2012The Hartford - Clinton, NY 13323Policy Service SpecialistNov 2011 - Jul 2012

Zohaib Arshad Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSummer AssociateParalegalFinance and Accounting SpecialistAccounts ReceivableAccounting BookkeeperBookkeeperData Entry SpecialistData ScientistStudent WorkerField Marketing SpecialistMarketing AdministratorMarketing ManagerMathematician

Experience & Education

Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Summer AssociateMay 2009 - Oct 2009Advanced Transformers Data Entry Specialist - TemporaryAug 2007 - Oct 2007
Skills:
Analytical and Quantitative skills
..and presented recommendations to Financial Advisor

Sam Berardino Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperRegistered PharmacistDruggistPharmacist

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Utica, New York
Industry:
Financial Services
Work history:
Morgan Stanley - Utica, New York Area, United StatesFinancial Advisorsince Apr 2007Eli Lilly and Company - Greater New York City Area, United StatesAccount Manager, Registered PharmacistMay 1988 - May 2007

Catherine Mcenroe Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerDoctor of MedicineCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at Ford English Financial Group, Board Member at Sculpture Space, Member at...
Title:
Financial Consultant at Ford English Financial Group
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Ford English Financial Group Financial Consultantsince Sep 2005Sculpture Space Board Membersince 2003

Rich Tennant Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc. 2502 State Route 5, Utica, NY 13502 (315) 733-5995
Location:
Utica, New York Area
Industry:
Financial Services

Eric Brunet Utica, NY

Professions & Specialties

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

Experience & Education

Title:
Vice President - Financial Consultant at Community Investment Services
Location:
Utica, New York Area
Industry:
Financial Services

Thomas Mccormick Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBaseball CoachSports Game CoachMaster of Business AdministrationBachelor of ScienceBusiness AdministratorTeam MemberAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Utica, New York Area
Industry:
Investment Banking
Work history:
Merrill Lynch Financial Advisorsince Mar 2013Utica College Graduate Assistant (Baseball Coach)Jun 2011 - May 2013
Skills:
series 7, Financial Modeling, Investments, Finance, Financial Services, Portfolio Management, Asset ...
Certifications:
General Securities Representative, Financial Industry Regulatory Authority

Greg Morra Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Utica, New York Area
Industry:
Financial Services

Gary Throop Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInstructorPedagogue

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2002Clarkson University InstructorJun 1992 - Jun 2002

Joseph Desarro Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management, Financial Advisor at Merrill Lynch
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Utica, New York AreaFinancial Advisorsince 2012Merrill Lynch Financial Advisorsince Jan 2007

Joseph Leo Utica, NY

Professions & Specialties

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

Experience & Education

Position:
Vice President, Financial Consultant at DLG Wealth Management, Vice President at RMR Wealth Management
Title:
Vice President, Financial Consultant at DLG Wealth Management
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
DLG Wealth Management Vice President, Financial Consultantsince Jan 2010RMR Wealth Management Vice Presidentsince Jan 2010

Lisa Calhoun Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOperations ManagerCounselorAssistant ManagerAdvisorManagersHuman Resources SpecialistRecruitment

Experience & Education

Position:
Search Consutlant at Global Recruiters (contract with)
Title:
Executive Search Consultant specializing in Regulatory Affairs, Finance, and Insurance Industries
Location:
Utica, New York Area
Industry:
Human Resources
Work history:
Global Recruiters (contract with) Search Consutlantsince Oct 2008HSBC Various positionsOct 1979 - May 2002
to Financial Advisor

Richard Virkler Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Consultant at M & T Investment Group
Location:
Utica, New York Area
Industry:
Financial Services

Ryan Rech Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBoard MemberManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMarketing ManagerMarketing AdministratorSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Title:
Financial Advisor - Morgan Stanley Smith Barney / Board Member - Junior Achievement of CNY
Location:
Utica, New York Area
Industry:
Financial Services

Gary Throop Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Oct 2002

Donna Johnson Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersOffice ClerkClerical SpecialistOperations OfficerAdvisorComputer Operator SpecialistClaim ProcessorActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianOperations Manager

Experience & Education

Work

Company:
Faxton-st. lukes healthcare
Credit/collections supervisor
Company:
Insurance verification
Financial counselor

Bob Mocko Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorRepresentativeContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor/Investment Advisors Representative at Self Employed
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Self Employed Financial Advisor/Investment Advisors Representative

Kristin Stewardson Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Financial advisor at ACS, a Xerox Company
Location:
Utica, New York Area
Industry:
Information Technology and Services
Work history:
ACS, a Xerox Company Financial advisor

Stefanie Dorozynski Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Assistant Compliance Director at Leigh Baldwin & Co., LLC
Title:
Assistant Compliance Director/ Financial Advisor at Leigh Baldwin & Co., LLC
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Leigh Baldwin & Co., LLC Assistant Compliance Directorsince Feb 2002

Tom Birdsall Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at AmeriCU Credit Union
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
AmeriCU Credit Union Financial Advisor

Joe Desarro Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Merrill Lynch
Location:
Utica, New York Area
Industry:
Financial Services

Luann Losito Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor

David Gibson Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Smith Barney Financial Advisor

Luann Losito Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Nov 2001

Joe Speciale Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Leigh Baldwin & Co. LLC
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Leigh Baldwin & Co. LLC Financial Advisor

Kurt Gruenewald Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
RFC (Registered Financial Consultant) at DK Griffith & Company
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
DK Griffith & Company RFC (Registered Financial Consultant)

David Gibson Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Smith Barney
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Smith Barney Financial Advisor

Robert Mocko Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorRepresentativeContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor/Investment Advisors Representative at Self Employed
Location:
Utica, New York Area
Industry:
Financial Services

Heather Lawlor Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at AXA Advisors
Location:
Utica, New York Area
Industry:
Financial Services

Travis Peter Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Utica, New York Area
Industry:
Financial Services

Paul Lazzaro Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArea Sales ManagerRegional Sales ConsultantSales RepresentativeManagerOperations ManagerSales AgentDirectorRegion ManagerRecruitmentGastroenterologistPilotRecognitionAdvisorCounselorArea ManagerManagersAir Transportation WorkerSports TrainerSports TrainersPerformerBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMedicine ProfessionalHealthcare PractitionerPhysician

Experience & Education

Position:
Regional Sales Manager at Astellas Pharma
Location:
Utica, New York Area
Industry:
Pharmaceuticals
Work history:
Astellas Pharma - Syracuse, New York AreaRegional Sales Managersince Sep 2011Victory Pharma Northeast Regional Sales Manager (Victory acquired by Shionogi 7/2011)Mar 2009 - Sep 2011

Jordan Heath Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Store ManagerChief Procurement OfficerShop ManagerSales ManagerMarketing ManagerAcquisitions ManagerPurchasing ManagersProduct SpecialistModelVice PresidentChief ExecutiveOperations ManagerAutomotive SpecialistAutomotive ProfessionalOrganization ManagementCustomer Service Technical RepresentativeCustomer Service AssociateSocial Workers

Experience & Education

Position:
Assistant at Caruso McLean Investment Advisors
Title:
Caruso McLean Investment Advisors
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Caruso McLean Investment Advisors - Utica, New York AreaAssistantsince Mar 2013Tesla Motors - White Plains, NYAssistant Store ManagerSep 2012 - Mar 2013
Certifications:
Certified Tutor, National Tutoring Association
CPR/First Aid, American Red Cross
Financial Advisor Magazine

Tai Le Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAuditorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupervisorManagersAnalystsBachelor of ScienceGovernment Administration ProfessionalStudent WorkerCustomer ServiceCommunity Service Manager

Experience & Education

Position:
Revenue Auditor at Turning Stone Resort & Casino
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Turning Stone Resort & Casino - Verona, New YorkRevenue Auditorsince Jul 2010U.S. Census Bureau -- Census - Utica, New York AreaEnumeratorMay 2010 - Jul 2010
Skills:
Financial Analysis, Microsoft Excel, Financial Modeling, Data Analysis, Finance, Microsoft Office,...
Languages:
Vietnamese, English
Financial Advisor at Primerica

David Hart Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCounselorIndependent ContractorAdvisorContractorChairpersonOwnerChief ExecutiveIndependent Business OwnersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLawyers

Experience & Education

Position:
Settlement Consultant at The Lien Resolution Group, President/Owner at Hart Settlement Group...
Title:
Settlement Consultant at Hart Settlement Group
Location:
Utica, New York Area
Industry:
Legal Services
Work history:
The Lien Resolution Group Settlement Consultantsince Dec 2004Hart Settlement Group President/Ownersince 1997
Skills:
Medicare, Structured Settlements, Wrongful Death, Personal Injury, Settlement, Fixed Annuities,...
Financial Advisor/ Insurance consultant at Caruso..

Paul Marshall Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChairpersonVice PresidentCorporate ExecutiveChief ExecutiveOperations ManagerOrganization ManagementClergyAccounting BookkeeperBookkeeper

Experience & Education

Position:
Executive Director at Care Net Pregnancy Center of Central NY
Title:
President & Executive Director at Care Net Pregnancy Center of Central NY
Location:
Utica, New York
Industry:
Nonprofit Organization Management
Work history:
Care Net Pregnancy Center of Central NY - Utica, New York AreaExecutive Directorsince Oct 2012Care Net Pregnancy Center of Central New York Vice President of Ministry DevelopmentApr 2005 - Oct 2012
Senior Financial Consultant at Merrill Lynch

Dan Ficano Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerArea ManagerManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Dir. EMEA Division at ConMed Corp
Location:
Utica, New York Area
Industry:
Medical Devices
Work history:
ConMed Corp Dir. EMEA Divisionsince Dec 2007ConMed Corporation Area Manager1993 - 2007
Financial Consultant at Northwestern Mutual

Ray Cabral Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentRegion ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperArea ManagerManagersDistrict ManagerVice President of MarketingChief ExecutiveCorporate ExecutiveMarketing ManagerAdvisor

Experience & Education

Title:
Regional Director at Empire Financial Partners/John Hancock Financial Network
Location:
Utica, New York Area
Industry:
Financial Services
Vice President & Senior Financial Consultant at Quick & Reilly

Pamela Warner Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant AdministratorManagersHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagerOperations ManagerChief ExecutiveFinancial OfficerFinancial ManagerCertified Public AccountantFinancial Compliance ExaminerAuditorAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Position:
Assistant Administrator at Harding Nursing Home
Location:
Utica, New York Area
Industry:
Hospital & Health Care
Work history:
Harding Nursing Home - Waterville, NYAssistant Administratorsince Oct 2011Finger Lakes Health Accounting ManagerJul 2010 - Jun 2011
Certifications:
Certified Public Accountant, The University of the State of NY Education Dept.
Nursing Home Administrator, State of NY Dept of Health Board of Examiners of Nursing Home Administrators
Financial Consultant

Peter Franz Utica, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorRepresentativeOperations ManagerManagement Team Executive

Experience & Education

Position:
Investment Advisor at Cadaret Grant, CPA at Peter A Franz CPA
Title:
CPA at Peter A Franz CPA
Location:
Utica, New York Area
Industry:
Financial Services
Work history:
Cadaret Grant Investment Advisorsince Jan 2009Peter A Franz CPA CPAsince Dec 1984
Financial Advisor at Merrill Lynch

Fran Sierak Utica, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales AgentSales RepresentativeEncoderSecurity and Investigations ProfessionalIT SecurityClerkAdministrative ClerkClerical SpecialistAssociate in Applied Science

Experience & Education

Work

Company:
Private
Senior aid
Company:
Combined insurance - New Hartford, NY
Sales agent



Financial Consultants near Utica, NY0246RomeCooperstownClintonMarcyOriskanyWhitesboro