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Financial Consultants in New Jersey

Financial Consultants in Warren, NJ

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24 results found

Sergio Modernel Warren, NJ

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Professional at Ameriprise Financial Services, Inc.
Title:
Financial Advisor
Location:
Warren, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Warren, NJCertified Financial Professionalsince Jul 2002
Skills:
Retirement Planning, Employee Stock Options, Saving for Education, Financial Advisory, Domestic...
Languages:
Spanish
Certifications:
Certified Financial Professional, Certified Financial Planner Board of Standard, Inc.
Full Profile

Amy Gallatin Warren, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Photographer • Supporting Member • Team Member • Bachelor of Business Administration • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Psychology Specialist

Experience & Education

Position:
Chief Domestic Officer at ...
Title:
Photographer
Location:
Warren, New Jersey
Industry:
Photography
Work history:
... Chief Domestic Officersince Oct 2002Home Chief Domestic Officer2004 - 2012
Senior Financial Advisor
Full Profile

Carlo Flores Warren, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Buyer and Seller

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Relocation
Work:
RE/MAX PREMIER
Warren, NJ 07059
(908) 294-1421 (Phone)
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Skills:
Expert Negotiator, Thinks outside the box, Financial Consultant, First-time home buyer expert, luxury listing pro
Full Profile

Peter Abbate New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Counselor • Managers • Advisor • Information Technology Specialist • IT Specialist • Systems Support Specialist • Support Specialists • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Scheduling Coordinator - North Atlantic Region at AIG VALIC
Title:
Client Services
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
AIG VALIC - BedminsterScheduling Coordinator - North Atlantic Regionsince Jun 2011Physical - Warren, NJExercise Mentor and Aide2010 - 2011
..department to work with assigned Financial Advisor to secure and schedule account r..
Full Profile

David Hudak New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Counselor • Speaker • Volunteer • Supporting Member • Advisor • Spokesperson • Representative • Non-Profit • Team Member • Fiduciary • Trust Law Attorney • Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Senior Consultant at Portfolio Evaluations, Inc
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Portfolio Evaluations, Inc - Warren, NJSenior Consultantsince Jan 2006ADP Retirement Services - Florham Park, NJSenior Key Account Representative2002 - 2006
Skills:
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined...
Full Profile

Laura Armstrong New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Senior Vice President • Vice President • Manager • Chief Executive • Operations Manager • Supporting Member • Team Member • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Financial Advisor at The Armstrong Group at Morgan Stanley
Title:
Financial Advisor, The Armstrong Group at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
The Armstrong Group at Morgan Stanley - 15 Independence Blvd., Warren, NJ 07059Financial Advisorsince Jun 2010Becker Professional Education Regional Manager2006 - Jun 2010
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Mary Beth Aun New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Music Director • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainers • Operations Manager

Experience & Education

Position:
Financial Advisor, CRPC at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - 160 Mt. Bethel Road, Warren, NJ 07059Financial Advisor, CRPCsince Jan 2009Wachovia Securities - 160 Mt. Bethel Road Warren, NJ 07059Financial Advisor, CRPC2008 - 2009
Skills:
Investments, Investment Strategies, Portfolio Management, Retirement Planning, Retirement, 401k,...
Full Profile

Jon Heffernan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Biotechnology Professional • Biologist • Biological Scientist • Apprentice • Student Worker

Experience & Education

Position:
Financial Consultant at Celgene
Title:
Financial Consultant at Celgene Cellular Therapeutics
Location:
Greater New York City Area
Industry:
Biotechnology
Work history:
Celgene - Warren, NJFinancial Consultantsince Jun 2012Celgene Cellular Therapeutics - Warren, NJBusiness Development InternMay 2011 - Aug 2011
Languages:
Spanish
Full Profile

Richard Nasdeo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Operations Manager • Project Managers • Advertising Professional • Advertising Sales Agent • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:
Assistant Vice President/Financial Solutions Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Warren, NJAssistant Vice President/Financial Solutions Advisorsince May 2011Prudential Financial - East Brunswick, NJFinancial AdvisorOct 2010 - May 2011
Full Profile

Jennifer Fiumano New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Assistant Vice President • Chief Executive • Operations Manager • Concierge • Speaker • Subject Matter Expert • Coordinator • Security • Spokesperson • Representative • Skilled Professional • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Personnel Recruiter • Human Resources Specialist • Personnel Specialist • Recruitment

Experience & Education

Position:
Vice President, Manager at Morgan Stanley Smith Barney
Title:
Vice President at Morgan Stanley Smith Barney
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Warren, NJVice President, Managersince Oct 2007Smith Barney - New York, NYAssistant Vice President, Branch AdministratorFeb 2001 - Oct 2007
Stay actively involved in keeping the financial advisor compensation team up to date on..
Full Profile

Anthony Iuso New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President-Investments at Wells Fargo Advisors, Vice President/Investments Financial...
Title:
Assistant Vice President-Investments at Wells Fargo Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - 112 Mountain Blvd. Warren NJ 07059Assistant Vice President-Investmentssince Apr 2011Wells Fargo Advisors - 112 MOUNTAIN BLVD. WARREN NJ 07059Vice President/Investments Financial Advisorsince Feb 2006
Full Profile

Gene Leimberg Oceanport, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Programmer Analyst • Cobol Developer • Information Technology Specialist • DB Administrator • Information Systems Analyst • IT Analyst • Software Developer • Software Developers • IT Specialist • Database Administration Professional • Database Administrator • Driver • Analysts • Software Engineer • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Consultant to Express Scripts, Inc
Location:
Oceanport, New Jersey
Industry:
Information Technology and Services
Work history:
Chartis - Greater New York City AreaProgrammer AnalystMar 2011 - Feb 2012The Kent Group Associates, Inc. - Warren, NJConsultant - Chubb and SonsJun 2009 - Apr 2010
Analyzed and documented existing Financial Consultant Sales Campaign System
Full Profile

Angelo Lorenzana New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Security • Representative • Advisor • Analyst • Analysts • Finance and Accounting Specialist • Auditor • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Agent • Sales Representative

Experience & Education

Position:
Senior Vice President at Houlihan Lokey
Location:
New York, New York
Industry:
Financial Services
Work history:
Houlihan Lokey - New York, New YorkSenior Vice Presidentsince 2005Valley National Bancorp - Wayne, NJSenior Auditor & Risk Analyst2003 - 2005
Financial advisor to sale of ~$1B portfolio of lev..
Full Profile

Christopher Ferrara New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Supervisor • Supporting Member • Pilot • Managers • Team Member • Air Transportation Worker • Manager • Operations Manager • Agent • Relationship Manager • Sales Representative • Account Service Manager • Model • Bachelor of Arts • Master of Science • Computer Software Professional • Software Developers

Experience & Education

Position:
AVP at OppenheimerFunds
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
OppenheimerFunds - New York, NYAVPsince Apr 2012Morgan Stanley Smith Barney - Warren, NJVice President - Field Services GroupJan 2009 - Mar 2012
Skills:
Mutual Funds, Annuities, Investments, Customer Relations, Call Center, Series 7, Strategic...
..pilot support desk servicing both the financial advisor and the client with their financ..
Full Profile

Tim Bradshaw New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Safety Specialist • Industrial Hygienist • Occupational Health Specialist • HSE • Benefits Specialist • Payroll Administrator • Compensations and Benefits • Payroll Supervisor • Human Resources Specialist • Recruitment • Vice President • Sales Director • Sales Manager • Chief Executive Officer • Chief Executive • Corporate Executive • Wellness and Fitness • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Personnel Recruiter • Technical Recruiter • Relocation Director • Talent Agent • Personnel Specialist • Transition Manager • Work Force Services • Area Sales Manager • Sales Coordinator • Sales Account Associate • Regional Sales Consultant • Sales Representative • Sales Executive • Representative • Manager in Training • Non-Profit • Contractor • Advisor • Managers • General Contractor • Construction Manager • Master of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
Senior Client Liaison at Insperity
Location:
Greater New York City Area
Industry:
Human Resources
Work history:
Insperity - Northeast Region USA (NJ, Florham Park office)Senior Client Liaisonsince May 2013INSPERITY (formerly Administaff) - Northeast Region USA (NJ, Florham Park office)Client LiaisonJan 2008 - May 2013
Skills:
Onboarding, Sourcing, Interviewing, Negotiation, HR Policies, Budgeting, Screening, Procurement,...
Full Profile

Jongkook Kim New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Supporting Member • Counselor • Team Member • Advisor • Inspector • Java Developer • JavaScript Developer • Unix Administrator • Computational Scientist • Information Technology Specialist • Information Systems Analyst • IT Analyst • Software Developer • Software Developers • Systems Administrator • Computer Systems Administrator • Computer Scientists • IT Specialist • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • State Inspector General • State Inspector • Associate in Applied Tech • Compensation Manager • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President, Big data Analytic & Engineering at Citi
Title:
Big data Analytic & Engineering at Citi
Location:
Greater New York City Area
Industry:
Banking
Work history:
Citi Vice President, Big data Analytic & Engineeringsince Oct 2012Citi - Warren, NJVice President, Engineer SpecialistSep 2011 - Sep 2012
..Home Office and branch users to manage Financial Advisor,FA,and FA-Team compensation matr..
Full Profile

John Mcgeehan Scranton, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Scranton, Pennsylvania Area
Industry:
Financial Services
Work history:
Morgan Stanley - Wilkes Barre, PAFinancial Advisorsince May 2013Morgan Stanley Smith Barney - Wilkes-Barre, PAConsulting Group Analyst with the Yelen Hazzouri GroupFeb 2012 - May 2013
Full Profile

Eugene Francis New York, NY

Professions & Specialties

Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at AEPG™ Wealth Strategies
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
AEPG™ Wealth Strategies - Warren, NJVice Presidentsince Apr 2003
Financial Advisor Magazine
Full Profile

Jenna Marionni New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Philanthrope • Analysts • Non-Profit • Finance and Accounting Specialist • Compensation Analyst • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Human Resources Specialist • Recruitment • Operations Manager

Experience & Education

Position:
Service Excellence Analyst at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Purchase, NYService Excellence Analystsince Aug 2012Morgan Stanley Smith Barney - Warren, NJFinancial Advisor Compensation AnalystApr 2010 - Jul 2012
Full Profile

Kris Sona New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Managers • Master of Business Administration • Bachelor of Arts • Master of Science • Entertainment Professional • Entertainer • Advertising Professional • Advertising Sales Agent • Operations Manager • Student Worker

Experience & Education

Position:
Financial Analyst at Chubb Insurance
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Chubb Insurance - Warren, NJFinancial Analystsince Jan 2012Brown Brothers Harriman Funds Transfer ConsultantMay 2011 - Jan 2012
Assisted Financial Advisor with daily responsibilities
Full Profile

Michael Ayerov New York, NY

Professions & Specialties

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

Experience & Education

Position:
Market Director at J.P. Morgan
Title:
Market Director - JPMorgan Securities LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
J.P. Morgan - New York, NYMarket Directorsince Dec 2007Merrill Lynch - Red Bank, NJFinancial AdvisorMar 2006 - Dec 2007
Full Profile

Kyle Spencer Union City, NJ

Professions & Specialties

Stock Broker • Trader • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Examiner • Compliance Agent • Inspector • Compliance Officer • Team Member • Director of Operations • School Principal • School Administrator • Educational Manager • Driver • Software Tester • Computer Specialist • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Branch Examiner at UBS Financial Services, Inc.
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Weehawken, NJBranch Examinersince Jun 2013Wells Fargo Advisors, LLC - Orland Park, ILComplex Compliance SpecialistJul 2011 - May 2013
Financial Advisor at Wells Fargo Advisors
Full Profile

Shea Dibley New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Speaker • Business Administrator • Spokesperson • Representative • Master of Science • Advertising Professional • Advertising Sales Agent • Vice President • Chief Executive • Sales Manager • Financial Officer • Financial Manager • Operations Manager • Customer Service

Experience & Education

Position:
Insurance Professional at Aflac
Title:
Benefits Consultant at Aflac
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Aflac - Washington Township, NJInsurance Professionalsince May 2013Morgan Stanley - Warren, NJConsulting Group SpecialistMar 2012 - May 2013
Financial Advisor at Centrum Financial Group at Ce..
Full Profile

Chris Harrison Detroit, MI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Analyst • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Specialist • Technical Support Specialists • Student Worker

Experience & Education

Position:
Senior Analyst at Comcast
Title:
Senior Analyst at Comcast.
Location:
Greater Detroit Area
Industry:
Financial Services
Work history:
Comcast - Plymouth, MiSenior Analystsince Dec 2012Kiehl's Since 1851 - Greater New York City AreaSales & Business Analyst Contract AssignmentApr 2012 - Jul 2012
Skills:
Financial Modeling, Performance Metrics, Reporting Metrics, Metrics Reporting, Toad, Microsoft...
Financial Advisor Assistant at InterSecurities Inc
Full Profile

Financial Consultants near Warren, NJ020406080100MorristownEdisonFlorham ParkBridgewaterNew BrunswickShort HillsWoodbridgePiscatawayLivingstonBasking Ridge


Financial Consultants around Warren, NJ

Basking Ridge  (26)
Bedminster  (17)
Bridgewater  (60)
Cedar Knolls  (1)
Clark  (7)
Colonia  (4)
Cranford  (18)
Edison  (88)
Fanwood  (1)
Far Hills  (2)
Florham Park  (68)
Garwood  (2)
Gillette  (2)
Iselin  (20)
Kendall Park  (4)
Kenilworth  (4)
Livingston  (29)
Madison  (10)
Manville  (1)
Martinsville  (2)
Mendham  (5)
Metuchen  (9)
Middlesex  (1)
Millburn  (11)
Millington  (1)
Milltown  (2)
Morristown  (98)
Mountainside  (5)
New Brunswick  (53)
Peapack  (2)
Piscataway  (30)
Plainfield  (15)
Rahway  (9)
Raritan  (7)
Sayreville  (10)
Scotch Plains  (10)
Short Hills  (49)
South River  (3)
Springfield  (9)
Stirling  (3)
Summit  (23)
Westfield  (22)
Whippany  (4)
Woodbridge  (38)

Financial Consultants in New Jersey

Sub-specializations

Financial Consultant  (24)
Financial Management Analyst  (3)
Funder  (1)