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Financial Consultants in New York

Financial Consultants in Valhalla, NY

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7 results found

David Kleiner Valhalla, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Doctor of Medicine

Experience & Education

Position:
Franchise Owner at Ameriprise, Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Valhalla, New York
Industry:
Financial Services
Work history:
Ameriprise - 100 Summit Lake Dr Valhalla NYFranchise Ownersince Sep 1990Ameriprise Financial Services, Inc. - Valhalla NYFinancial Advisorsince Sep 1990
Full Profile

Cyril Wyse Valhalla, NY

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor,CFP at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial,CFP
Location:
Valhalla, New York
Industry:
Financial Services
Work history:
Ameriprise Financial - Valhalla, NYFinancial Advisor,CFPsince Jan 1990
Full Profile

Sharon Wysocki New York, NY

Professions & Specialties

Financial Consultant • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Counselor • Advisor • Financial Officer • Financial Manager • Chief Executive • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Managers • Analysts • Entertainer

Experience & Education

Position:
Manager, Financial Analysis and Administration at Fujifilm
Title:
Manager, Financial Analysis at Fujifilm
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Fujifilm - Valhalla, NYManager, Financial Analysis and Administrationsince Jun 2011USI Insurance Services - Briarcliff Manor, NYFinancial ConsultantFeb 2011 - Jun 2011
Skills:
Microsoft Office, Forecasting, Sarbanes-Oxley, Process Improvement, Auditing, Staff Development,...
Full Profile

Janice Williams San Francisco, CA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician • Analyst • Analysts • Managers

Experience & Education

Work

Company:
4- wells fargo
Financial consultant
Company:
Charles schwab - San Francisco, CA
Senior manger finance
Full Profile

John Ziadie New York, NY

Professions & Specialties

Financial Consultant • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Service Manager • Service Operations Expert • Account Manager • Account Service Manager • Client Service Officer • Operations Manager • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • High School Diploma • Information Technology Specialist • Database Administration Professional • Database Administrator • Systems Support Specialist • Support Specialists • IT Specialist

Experience & Education

Position:
Client Service Manager at Thomson Reuters
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Thomson Reuters - Valhalla, NYClient Service Managersince Dec 2011Thomson Reuters Account CoordinatorJun 2011 - Dec 2011
Skills:
Salesforce.com, Sales, Microsoft Office, PowerPoint, Accounting, Proposal Writing, Siebel,...
StarPoint Consulting- The Financial Advisor Placement Firm
Full Profile

Erjon Dega Nashville, TN

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Coordinator • Analysts • Managers • Model • Senior Manager • Manager • Owner • Operations Manager • Chief Executive • Host • Customer Service • Client Service Officer • Subject Matter Expert • Organization Management • Advisor • Skilled Professional • Tutor • Teaching Assistant • Law Specialist • Lawyers • Automotive Specialist • Automotive Professional • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Sports Trainers • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Analyst at Nissan North America
Location:
Greater Nashville Area
Industry:
Automotive
Work history:
Nissan North America - Franklin, TNAnalystsince Nov 2011Nissan North America - Franklin, TNDRT Support CoordinatorJun 2011 - Nov 2011
Skills:
Research, Editing, Non-profits, PowerPoint, Microsoft Excel, Public Speaking, Event Planning,...
Languages:
German, Albanian, Spanish
Financial Consultant Intern at Smith Barney/Citigr..
Full Profile

Avery Spector New York, NY

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Hearing Instrument Specialist • Hospital Care Professional • Hearing Aid Specialist • Psychology Specialist • Health Professional • Health Practitioner • Equipment Tools Purchasing Agent • Sales Account Associate • Department Store Salesperson • Retail Professional • Retail Salesperson • Sales Executive • Psychologist • Sales Director • Sales Manager • Financial Manager • Coordinator • Managers

Experience & Education

Position:
Board Certified Hearing Instrument Specialist, BC-HIS at Total Hearing Care
Title:
Board Certified Hearing Instrument Specialist, BC-HIS
Location:
Greater New York City Area
Industry:
Hospital & Health Care
Work history:
Total Hearing Care - Englewood & Westwood, NJBoard Certified Hearing Instrument Specialist, BC-HISsince Jan 2009BNY Mellon Wealth Management - Woodland Park, NJSales Associate (Contract Position)May 2008 - Dec 2008
Skills:
Microsoft Office, Excel, Sycle, ESCM, NOAH Software, PowerPoint, Public Speaking, Office...
Financial Advisor at Ameriprise Financial Services
Full Profile

Financial Consultants near Valhalla, NY04488132176220StamfordBronxWhite PlainsGreenwichYonkersPurchaseNew RochelleScarsdaleArmonkMount Vernon


Financial Consultants around Valhalla, NY

Alpine  (1)
Armonk  (14)
Bedford  (2)
Bronx  (150)
Chappaqua  (7)
Closter  (2)
Congers  (1)
Cos Cob  (3)
Cresskill  (3)
Elmsford  (8)
Greenwich  (70)
Harrison  (7)
Hartsdale  (7)
Haverstraw  (3)
Hawthorne  (2)
Katonah  (4)
Larchmont  (4)
Mamaroneck  (12)
Mount Kisco  (9)
Mount Vernon  (12)
New Rochelle  (26)
Norwood  (2)
Orangeburg  (2)
Piermont  (2)
Purchase  (38)
Riverside  (2)
Rye  (10)
Scarsdale  (14)
Stamford  (220)
Tappan  (2)
Thornwood  (1)
West Nyack  (9)
White Plains  (77)
Yonkers  (43)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (7)