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Financial Consultants in Massachusetts

Financial Consultants in Watertown, MA

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18 results found

Steve Buckley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Advisor • Biotechnology Professional • Biologist • Biological Scientist • Host • Management Team Executive • Representative • Economist

Experience & Education

Position:
Director at Enanta Pharmaceuticals, Director at Mevion Medical Systems, Financial Consultant and...
Title:
Director at Enanta Pharmaceuticals & Mevion Medical Systems
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Enanta Pharmaceuticals - Watertown MADirectorsince Oct 2012Mevion Medical Systems - Littleton MADirectorsince Dec 2012
Full Profile

Alex Mangoyan Watertown, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Merrill lynch - wealth management - Wellesley, MA
Financial advisor
Company:
Watertown school system - Watertown, MA
Hosmer school, 5th grade teacher
Full Profile

Sandy Penchansky Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Infinex Investments, Inc @ Watertown Savings Bank
Title:
Financial Advisor with Infinex Investments, Inc @ Watertown Savings Bank
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Infinex Investments, Inc @ Watertown Savings Bank - Watertown, MAFinancial Advisorsince Apr 2007Infinex Investments, Inc @ East Cambridge Savings Bank - Cambridge, MAFinancial AdvisorSep 2000 - Oct 2006
Full Profile

Cory Norbutus Watertown, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Founding Member • Chief Executive • Operations Manager • Clinical Exercise Physiologist • Kinesiotherapist • Physical Therapists • Bachelor of Science • Client Service Officer • Sales Representative • Customer Service • Fitness Trainer

Experience & Education

Work

Company:
Centinel financial group
Financial advisor
Company:
Heart-healthy-tips.com
Founder
Full Profile

Ashley Patton Watertown, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerk • Clerical Specialist • Florist • Floral Designer • Cashier

Experience & Education

Work

Company:
Baystate financial services
Assistant to financial advisor
Company:
Shaws super market
Service clerk, florist, cashier
Full Profile

Andrew Heiniluoma Watertown, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Equity Trader • Banker • Trader • Capital Markets Professional • Sales Representative • Sales Agent • Insurance Professional • Underwriter • Survey Researcher

Experience & Education

Work

Company:
Pharmatest services ltd
Us sales representative
Company:
New york life insurance company - Waltham, MA
Financial advisor

Skills

Series 6, 63, Life Accident, & Health Insurance Agent Licenses
Full Profile

Brittney Tacchi Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Controller • Manager • Regional Vice President • Operations Manager • Vice President • Chief Executive • Accounts Receivable • Accounts Receivable Manager • Accounting Bookkeeper • Bookkeeper • Accounts Receivables Specialist • Financial Manager • Financial Director • Purchasing Managers • Financial Officer • Bachelor of Science • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Senior Financial Analyst at Karmaloop.com
Title:
Financial Analyst at Karmaloop.com
Location:
Greater Boston Area
Industry:
Retail
Work history:
Karmaloop.com - 334 Boylston St 4th Floor, Boston, MA 02116Senior Financial Analystsince Feb 2012RMR - Watertown, MAProperty AccountantOct 2009 - Feb 2012
served as a financial advisor to the purchasing director..
Full Profile

Timothy Doyle Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Operations Manager • Director of Operations • Founder • Founding Member • Chief Executive • Project Managers • Project Manager • Security • Business Administrator • Master of Business Administration • Consumer Goods Professional • Commodities Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Assistant Operations Manager at PanAgora Asset Management, Founder / Inventor at TheTwovet.com
Title:
Assistant Operations Manager at PanAgora Asset Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
PanAgora Asset Management Assistant Operations Managersince Dec 2010TheTwovet.com - Watertown, MAFounder / Inventorsince Sep 2011
Skills:
Project Management, Accounting, Operations Management, Product Development, Inventor
Financial Consultant Intern at Salomon Smith Barne..
Full Profile

Randy Grosberg Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Articled Clerk • Lawyers • Account Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Co-Founder • Senior Manager • Operations Manager • Production Manager • Founder • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Master of Business Administration • Business Administrator • Computer Software Professional • Software Developers • Sports Trainers

Experience & Education

Position:
Vice President Sales at Examity, formerly Secure Proctor
Title:
Vice President Sales at Examity
Location:
Greater Boston Area
Industry:
E-Learning
Work history:
Examity, formerly Secure Proctor - Needham, MAVice President Salessince Jan 2013Brainshark - WalthamNational Account ManagerJan 2012 - Dec 2012
Financial Advisor Division at Putnam Investments
Full Profile

Jeffrey Kahn Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Development Director • Region Manager • Chairperson • HR Manager • Chief Executive • Volunteer • Area Manager • Managers • Non-Profit • Instructor • Pedagogue • Management Team Executive • Operations Manager • Corporate Executive • Founding Member • Fundraiser • Fundraising Officer • Philanthrope • Chancellor • Chief Judge • Judge • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Computer Systems Administrator • Software Developers • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Regional Director for New York Metro at Boston University, Volunteer Instructor (Saturday mornings...
Title:
Regional Director of Development
Location:
Greater Boston Area
Industry:
Fund-Raising
Work history:
Boston University - Boston, MARegional Director for New York Metrosince Jun 2011Masters of Karate - Newton, MAVolunteer Instructor (Saturday mornings only)since Sep 2010
Financial Advisor at Merrill Lynch
Full Profile

Gaurav Basnet Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • IT Analyst • Information Systems Analyst • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Underwriter • Agent • Business Administrator • Biotechnology Professional • Biologist • Biological Scientist • Advertising Professional • Advertising Sales Agent • Object Manipulation Specialist • Operations Manager

Experience & Education

Position:
Senior IT Analyst at Good Start Genetics
Title:
Sr IT Analyst at Good Start Genetics
Location:
Brighton, Massachusetts
Industry:
Insurance
Work history:
Good Start Genetics - Cambridge, MASenior IT Analystsince Apr 2013Blue Cross Blue Shield of Massachusetts - Fenway, BostonSenior IT AnalystJul 2011 - Apr 2013
Financial Advisor/ Account manager at Everest Cros..
Full Profile

Jess Joyce Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Apprentice • SharePoint Administrator • Information Technology Specialist • Network Systems Administrator • Computer Network Professional • Network Administrator • IT Specialist • Student Worker • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Studying Computer Information Systems at Bentley University
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Travelers - Hartford, Connecticut AreaRisk Control InternJun 2012 - Aug 2012Athenahealth - Watertown, MABusiness Analysis InternJan 2012 - May 2012
Prepared the main financial advisor for each of his meetings through..
Full Profile

Kimberly Crowley Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Recognition • Analysts • Chief Executive Officer • Financial Director • Chief Operating Officer • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Financial Analyst • Business Administrator • Team Member • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Biotechnology Professional • Biologist • Biological Scientist • Student Worker • Medical Practice Professional • Medical Practitioner

Experience & Education

Position:
Operations Analyst at Bright Horizons
Location:
Greater Boston Area
Industry:
Education Management
Work history:
Bright Horizons - Watertown, MAOperations Analystsince Jul 2012PAREXEL - Lowell, MAProject Financial Analyst IIJan 2010 - Jul 2012
Financial Advisor Intern at Merrill Lynch
Full Profile

Matthew Robinson Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Board Member • Management Team Executive • Operations Manager • Supporting Member • Managers • Analysts • Team Member • Research Associate • Mathematics • Research Specialist • Research Scientist • Mathematician • Master of Science • Bachelor of Science • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Actuarial Analyst at WellPoint, Board of Directors at Liberty Scholarship Fund
Title:
Actuarial Analyst at WellPoint
Location:
Greater Boston Area
Industry:
Insurance
Work history:
WellPoint - Manchester, NHActuarial Analystsince Jan 2013Liberty Scholarship Fund - New HampshireBoard of Directorssince Dec 2012
Financial Advisor at Waddell & Reed
Full Profile

Dan Keenan Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Business Consultant • Business Administrator • Advisor • Manager • Operations Manager • Director of Operations • Financial Director • Financial Officer • Financial Manager

Experience & Education

Position:
Controller at TechDevice Corporation
Title:
Finance, Operations and ERP Systems
Location:
Greater Boston Area
Industry:
Medical Devices
Work history:
TechDevice Corporation - Watertown, MAControllersince Apr 2011Sage Laboratories Corporate ControllerOct 2009 - Aug 2010
Full Profile

Rebecca Carbone Watertown, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Psychologist • Software Tester • Computer Specialist • Psychology Specialist • Publishing Professional • Advisor • Network Administrator • Student Worker • Sales Account Associate • Sales Executive • Bachelor of Arts • Sales Manager

Experience & Education

Work

Company:
American consumer credit counseling
Business analyst
Company:
American consumer credit counseling - Auburndale, MA
Senior quality assurance specialist

Skills

Microsoft Windows, Mac OS, Microsoft Word, Access, Excel, Outlook, PowerPoint, Cisco Unified...
Full Profile

Manuk Ozcan Watertown, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Managing Partner • Partner • Chief Executive • Tax Accountant

Experience & Education

Work

Company:
Qed capital management
Senior financial analyst
Company:
Abbeywood capital, llc - Boston, MA
Managing partner, senior financial analyst
Full Profile

Elbert Kim Watertown, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Bank Examiner • Financial Compliance Examiner • Auditor • Director of Quality Control • Compliance Manager • Team Member • Managers • Non-Profit • Clerical Specialist • Juris Doctor • Survey Researcher

Experience & Education

Work

Company:
Upromise investments, inc. and upromise investment advisors
Senior legal specialist
Company:
Upromise investments, inc. and upromise investment advisors
Accounting & supervising senior risk management compliance officer
Full Profile

Financial Consultants near Watertown, MA09161,8322,7483,6644,580BostonCambridgeWalthamNewtonBurlingtonWoburnLexingtonMaldenBrooklineSomerville


Financial Consultants around Watertown, MA

Arlington  (6)
Belmont  (11)
Boston  (4,577)
Brookline  (15)
Burlington  (34)
Cambridge  (111)
Everett  (5)
Lexington  (28)
Malden  (16)
Medford  (12)
Melrose  (9)
Newton  (62)
Somerville  (14)
Waltham  (107)
Winchester  (7)
Woburn  (31)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (2)
Financial Consultant  (18)