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Financial Consultants in Valley Falls, RI

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11 results found

Ballance Acosta Valley Falls, RI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorHealth Services AdministratorMedical Services ManagerHealth Services ManagerOperations Manager

Experience & Education

Work

Company:
American express financial advisors
Financial advisor
Company:
The providence center - Providence, RI
Senior provider relations/member care specialist

Skills

COMPUTER SKILLS: Proficient with Microsoft Word, Excel, Lotus, and Lotus Notes

Gnanamoorthy Saravanan Valley Falls, RI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSoftware EngineerInformation Technology SpecialistSoftware DevelopersIT SpecialistProject ManagerProject Managers

Experience & Education

Position:
Sr Software Engineer at Fidelity Financial Advisor Solutions Co.
Title:
Sr Software Engineer at Fidelity Investments
Location:
Cumberland, Rhode Island
Industry:
Information Technology and Services
Work history:
Fidelity Financial Advisor Solutions Co. - Smithfield, RISr Software Engineersince Oct 2011Fidelity Investments - BangaloreProject ManagerFeb 2005 - Oct 2011

Brett Hosney Valley Falls, RI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations Manager

Experience & Education

Work

Company:
Wells fargo advisors, llc - Providence, RI
Financial advisor
Company:
The finish line inc - Attleboro, MA
Assistant branch manager

Jonathan Ball Valley Falls, RI

Professions & Specialties

Chief Operating OfficerCo-FounderGeneral and Operations ManagerDirector of OperationsOperations ManagerFounderFounding MemberChief ExecutiveAdvisor

Experience & Education

Work

Company:
Jdar llc
Chief operating officer / co-founder
Company:
Morgan stanley smith barney llc - New York, NY
Wealth advisor

Thomas Schmitt Valley Falls, RI

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentIndependent ContractorAdvisorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperOwnerVice PresidentDirectorChief ExecutiveOperations ManagerTax AccountantFinancial OfficerFinancial ManagerAdvertising Sales Agent

Experience & Education

Position:
Owner at Self Employed, Financial Services
Title:
Self Employed, Financial Services
Location:
Cumberland, Rhode Island
Industry:
Investment Management
Work history:
Self Employed, Financial Services Ownersince Jun 2011M. W. Aragao Investment Advisors LLC Vice President and Director of Wealth PlanningMar 2005 - Apr 2011
Skills:
Tax Preparation, Tax Returns, Payroll Taxes, Business Consulting, Strategic Planning, Management...
Financial Advisor Magazine

Roy Avila Valley Falls, RI

Professions & Specialties

Process EngineerIndustrial EngineerAuthorGuideProject ManagerCounselorSpeakerTour GuideAdvisorSpokespersonRepresentativeChairpersonProject ManagersChief ExecutiveInformation Technology SpecialistIT SpecialistPersonal TrainerAerobics InstructorFitness TrainerGroup Fitness InstructorHealth and Fitness TeacherSports TrainerSports Trainers

Experience & Education

Position:
Project Manager - Consultant at ITLNOW - IT of Logistics, Author, Trainer and Speaker at 7xFit...
Title:
Technologist and Author of 7xFit Total Toned Body Fitness Guide
Location:
Cumberland, Rhode Island
Industry:
Information Technology and Services
Work history:
ITLNOW - IT of Logistics - Boston, MA -Providence, RIProject Manager - Consultantsince Jan 19927xFit Total Toned Body - Providence, Rhode IslandAuthor, Trainer and Speakersince Jan 1989
Financial Advisor at Financial Services

Brian Mckenna Valley Falls, RI

Professions & Specialties

Financial Services Sales AgentInspectorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Work

Company:
First call realty
Mortgage and insurance field inspector
Company:
Citizens bank - Smithfield, RI
Cco investments

Skills

Proficient in the use and implementation of the program "Sales Force".

Steven Testa Valley Falls, RI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystChief Executive OfficerChairpersonCorporate ExecutiveChief ExecutiveManagerOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Work

Company:
Prudential financial
Managing director
Company:
Diversified financial group, llc - Warwick, RI
President

Tara Capuano Valley Falls, RI

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManaging MemberManagerOperations ManagerChief ExecutiveSupporting MemberTeam MemberMaster of ArtsBachelor of Science

Experience & Education

Work

Company:
Northern realty, llc
Managing member
Company:
Harris realty trust, llc
Managing member

James Togher Valley Falls, RI

Professions & Specialties

Financial ConsultantMortgage SpecialistLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentSales AgentOutside Sales RepresentativeSales RepresentativeArea Sales ManagerRegional Sales ConsultantOwnerChief ExecutiveBachelor of ArtsIndependent Business Owners

Experience & Education

Work

Company:
Comcast
Direct sales rep
Company:
Sears - Westwood, MA
Outside sales rep

Michael Gormley Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentClient ManagerClient Service OfficerSupporting MemberRepresentativeTeam MemberCustomer ServiceBusiness AdministratorNon-ProfitBachelor of ArtsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstruction SpecialistConstruction LaborerOperations Manager

Experience & Education

Position:
Associate Client Services Manager at Interactions Corporation
Title:
Associate Client Services Manager
Location:
Greater Boston Area
Industry:
Telecommunications
Work history:
Interactions Corporation Associate Client Services Managersince Jun 2013MFS Investment Management - Quincy, MAClient Services Representative IINov 2010 - Jun 2013


Financial Consultants near Valley Falls, RI0107214321428535ProvidenceWarwickSmithfieldCranstonEast ProvidenceMansfieldWalpoleFranklinFall RiverNorth Kingstown



Financial Consultants around Valley Falls, RI

Barrington  (4)
Bellingham  (3)
Bristol  (3)
Coventry  (4)
Cranston  (22)
Easton  (9)
Fall River  (12)
Franklin  (12)
Holliston  (3)
Hopedale  (1)
Lincoln  (7)
Mansfield  (13)
Medfield  (3)
Medway  (3)
Milford  (9)
Millis  (3)
Norfolk  (4)
Norton  (5)
Pawtucket  (4)
Providence  (531)
Seekonk  (3)
Sharon  (7)
Smithfield  (29)
Swansea  (1)
Taunton  (7)
Uxbridge  (2)
Walpole  (12)
Warwick  (34)
West Warwick  (5)
Woonsocket  (8)
Wrentham  (6)

Financial Consultants in Rhode Island

Sub-specializations

Financial Consultant  (11)