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Financial Consultants in Massachusetts

Financial Consultants in Walpole, MA

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12 results found

Richard Saccone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Co-Founder • Manager • Founder • Founding Member • Chief Executive • Marketing Manager • SEO Specialist • Web Marketer • Finance and Accounting Specialist • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Co-Founder/Manager at Realty Management Solutions LLC
Title:
Operations Manager at Realty Management Solutions, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Realty Management Solutions LLC Co-Founder/Managersince Jul 2010SB General Contracting Assistant Financial AdvisorMay 2007 - Aug 2011
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Richard Harwood Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Special Needs Planning at Centinel Financial Group, Financial Advisor at Centinel Financial Group
Title:
Financial Advisor at Centinel Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Centinel Financial Group - Walpole, MASpecial Needs Planningsince Apr 2009Centinel Financial Group Financial Advisorsince Mar 2009
Full Profile

Marc Newton Walpole, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Compuware
Enterprise sales associate
Company:
John hancock
Insurance agent / financial advisor
Full Profile

Marc Newton Walpole, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Compuware (dynatrace)
Enterprise sales associate
Company:
John hancock
Insurance agent / financial advisor
Full Profile

David Prendergast Walpole, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Mass mutual financial group
Financial advisor intern
Company:
Boston partners financial group, llc - Andover, MA
Intern
Full Profile

Joseph Uradnik Walpole, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Counselor • Advisor • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager

Experience & Education

Work

Company:
Citizens financial group
Compliance officer
Company:
Citizens financial group - Hamden, CT
Avp/financial consultant
Full Profile

Alessandro Fuccio Walpole, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Business Administrator • Chief Administrative Officer • Manager • Shop Manager • Operations Manager • Chief Executive • Sales Manager • Bachelors in Business Administration

Experience & Education

Work

Company:
Colossus minerals
Implementing administrative on-the-site manager
Company:
Santucci's catering - Norwood, MA
Store manager
Full Profile

Adam West Walpole, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Area Sales Manager • Regional Sales Consultant • Sales Representative • Counselor • Advisor • Operations Manager • Bachelor of Science

Experience & Education

Work

Company:
Wells fargo advisors
First vice president, area sales manager
Company:
Wells fargo advisors
Vice president, regional banking consultant
Full Profile

Luiza Bukrinskaya Walpole, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Receptionist • Bachelor of Science • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Dr. laura knobel
Office manager
Company:
Right at home - Newton, MA
Office manager

Skills

meditech
Full Profile

Matthew Wyman Walpole, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • School Principal • School Administrator • Educational Manager • Researcher • Survey Researcher • Co-Manager • Owner • Chairperson • Manager • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Massachusetts mutual
Sr. business development consultant
Company:
The hartford - Long Island, ME
Sr. business development consultant
Full Profile

Gary O'connell Walpole, MA

Professions & Specialties

Loan Officer • Loan Officers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Instructor • Pedagogue • Tour Guide

Experience & Education

Specialties:
Purchase Loan, Refinancing, Mortgage Planning, Free Pre-Approvals
Work:
Mortgage Master Inc.
102 Elm Street, 3Rd Floor, Walpole, MA 02081
Experience:
16 years years
Licenses:
# 21483 (RI LIC ), # ML021483 (MA LIC ), 21483 (NMLS), LO-21483 (CT), MB100004478 (FL), ME21483 (ME), MLO-75VA (VA), NH21483 (NH), NJ21483 (NJ)
Full Profile

Robert Spadano Providence, RI

Professions & Specialties

Financial Adviser • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Director • Operations Manager

Experience & Education

Position:
LPL Financial Advisor at Seven Point Financial
Title:
Independent Financial Adviser, CFA
Location:
Providence, Rhode Island Area
Industry:
Investment Management
Work history:
Seven Point Financial - 1600 Boston Providence Hwy, Walpole, MA 02081LPL Financial Advisorsince Apr 2005Fidelity Investments Director, FinanceSep 1997 - Mar 2005
Full Profile

Financial Consultants near Walpole, MA09161,8322,7483,6644,580BostonWalthamWellesleyNewtonQuincyBraintreeNeedhamWatertownNatickNorwood


Financial Consultants around Walpole, MA

Boston  (4,577)
Braintree  (33)
Brockton  (13)
Brookline  (15)
Canton  (15)
Dedham  (12)
Dover  (1)
Easton  (9)
Franklin  (12)
Mansfield  (13)
Medfield  (3)
Medway  (3)
Millis  (3)
Milton  (10)
Natick  (18)
Needham  (25)
Newton  (62)
Norfolk  (4)
Norton  (5)
Norwood  (16)
Quincy  (52)
Randolph  (7)
Sharon  (7)
Sherborn  (1)
Stoughton  (5)
Waltham  (107)
Watertown  (18)
Wellesley  (88)
Wrentham  (6)

Financial Consultants in Massachusetts

Sub-specializations

Financial Adviser  (1)
Financial Consultant  (12)