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Financial Consultants in Massachusetts

Financial Consultants in Wellesley, MA

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88 results found

Gina Patete Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Advisor • Counselor • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Event Manager • Management Team Executive • Operations Manager • Publisher • Leadership Think Tank • Office Clerk • Clerical Specialist • Publishing Professional • Analysts • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
2nd Vice President, New Business Marketing at New York Life Retirement Plan Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Retirement Plan Services - Westwood, MA2nd Vice President, New Business Marketingsince Nov 2011New York Life Retirement Plan Services Marketing Events CoordinatorDec 2010 - Dec 2011
financial advisor conferences
Full Profile

Isaiah Davis Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Director of Business Development • Operations Manager • Business Development Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Host • Vice President • Financial Officer • Financial Manager • Chief Executive • Independent Business Owners • Business Administrator • Organization Management • Team Member • Contractor • Non-Profit • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
Director, Business Development at Cammack LaRhette Consulting
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Cammack LaRhette Consulting - Wellesley, MADirector, Business Developmentsince Jan 2012Merrill Lynch Wealth Management AdvisorMay 2005 - Jan 2012
Languages:
Spanish, Sign Languages
Isaiah worked as a Financial Advisor for Merrill Lynch in Wellesley
Full Profile

Brian Ross Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Athletes • Bachelor of Science • Master of Science • Government Administration Professional • Operations Manager • Community Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Registered Representative and Financial Advisor at New England Securities at Baystate Financial
Title:
Registered Representative and Financial Advisor at New England Securities
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New England Securities at Baystate Financial - 100 William Street, Suite 300, Wellesley, MA 02481Registered Representative and Financial Advisorsince Mar 2013Morgan Stanley Wealth Management - United StatesFinancial AdvisorFeb 2012 - Feb 2013
Full Profile

Justin Wang Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Computer Software Professional • Software Developers • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Apprentice • Office Clerk • Clerical Specialist • Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Master of Business Administration • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
National Account Manager - Customer Experience Applications at Oracle
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
Oracle - Burlington, MANational Account Manager - Customer Experience Applicationssince Mar 2013Putnam Investments - Andover, MADefined Contribution Financial ConsultantApr 2010 - Mar 2013
Languages:
French (Proficient)
Certifications:
Accredited Asset Management Specialist (AAMS), College of Financial Planning
Full Profile

Drew Bottaro Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
Senior Financial Counselor and Vice President at Weston Financial
Title:
Ultra/ high-net-worth wealth manager| comprehensive financial & estate planning| investment advisory| business attractor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Weston Financial - Wellesley, MASenior Financial Counselor and Vice Presidentsince Oct 2011Wells Fargo Family Wealth Senior Vice PresidentMar 2004 - Apr 2011
Skills:
Financial Planning, Estate Planning, Investment Advisory, Team Management, Wealth Management,...
Full Profile

Derick Denby Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Human Resources Specialist • Recruitment • Counselor • Philanthrope • Advisor • Non-Profit • Chief Administrative Officer • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consultant - Finance, Human Resources, Administration at DenMac Services
Title:
Finance, HR & Administrative Consultant
Location:
Wellesley Hills, Massachusetts
Industry:
Executive Office
Work history:
DenMac Services Consultant - Finance, Human Resources, Administrationsince 2011Foundation Management Associates - BostonFinancial Consultant2011 - 2012
Skills:
Human Resources, Management Consulting, Finance, Payroll, Sales, Employee Benefits, Consulting,...
Languages:
French
Full Profile

Virginia Wong Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Apprentice • Office Assistant • Office Clerk • Clerical Specialist • Student Worker • Construction • Advisor • Sales Agent • Agent • Consumer Goods Professional • Commodities Clerk • Legal Aide • Paralegal • Chief Administrative Officer • Chief Executive • Master of Business Administration • Bachelor of Science • Master of Science • Accounting Bookkeeper • Bookkeeper • Sports Game Coach

Experience & Education

Title:
Private Wealth Management Intern at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
Morgan Stanley Wealth Management - Waltham, MAPrivate Wealth Management InternFeb 2012 - May 2013Bentley University - Waltham, MAWomen's Volleyball Office AssistantSep 2008 - May 2012
Skills:
Investments, Mutual Funds, Microsoft Excel, Fixed Income, Financial Analysis, Financial Modeling,...
Languages:
English, Mandarin Chinese, Cantonese Chinese
Generate investment data for the financial advisor with programs such as Morningsta..
Full Profile

Michael Rose Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Articled Clerk • Lawyers • Tax Preparer • Tax Accountant • Analysts • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Market Research Analyst

Experience & Education

Position:
Investment Advisor at Proctor Financial, Inc.
Title:
Financial Advisor | Providing tax efficient investment management and financial planning for individuals and families
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Proctor Financial, Inc. - Wellesley, MAInvestment Advisorsince Jan 2011Cabot Money Management - Salem, MAInvestment AdvisorAug 2010 - Jan 2011
Full Profile

Ed Rossi Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at AXA Advisors
Title:
Investment Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
AXA Advisors - Wellesley MaFinancial Advisorsince Dec 2012
Full Profile

Richard Keeler Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Managers • Production Manager • Operations Manager

Experience & Education

Position:
Associate Financial Advisor, with the practice of David H. Allen at Ameriprise Financial Services, Inc
Title:
Associate Financial Advisor, MBA, CLTC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc - Wellesley, MAAssociate Financial Advisor, with the practice of David H. Allensince Nov 2005Ameriprise Financial Services, Inc. - Natick, MAFinancial Advisor2003 - 2005
Full Profile

Evan Eastman Waltham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Bookkeeper

Experience & Education

Position:
VP Business Banking Client Manager at Bank of America
Location:
Waltham, Massachusetts
Industry:
Banking
Work history:
Bank of America - Waltham, MAVP Business Banking Client Managersince May 2012Merrill Lynch - Wellesley, MAFinancial AdvisorDec 2010 - May 2012
Languages:
Spanish
Full Profile

Janice Bogasky Boston, MA

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Speaker • Representative • Spokesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Organization Management • Hospital Care Professional • Health Professional • Health Practitioner • Government Administration Officer • Civil Servant • Researcher • Survey Researcher • Recruitment

Experience & Education

Position:
President at Women's Business Network, Financial Advisor at Baystate Financial & New England...
Title:
Financial Planner at Baystate Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Women's Business Network - Wellesley College ClubPresidentsince Jun 2013Baystate Financial & New England Securities - Wellesley, MAFinancial Advisorsince Nov 2008
Full Profile

Stephen Benak Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teaching Assistant • Educational Assistant Teacher

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Wellesley, MAFinancial Advisorsince Jul 2003University of Massachusetts Amherst Teaching AssistantOct 2001 - Jan 2003
Full Profile

Keith Blades Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Government Administration Officer • Civil Servant

Experience & Education

Position:
Vice President/Investments- Stifel Nicolaus at Stifel Financial Corp.
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Wellesley Hills, MAVice President/Investments- Stifel Nicolaussince Oct 2011Merrill Lynch Vice President- Investments, Portfolio Advisor PIA ProgramMay 2006 - Oct 2011
Certifications:
Accredited Asset Management Specialist, College of Financial Planning
Financial Advisor with Banc of America Investment..
Full Profile

Anthony Fleurival Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Counselor • Advisor • Project Managers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince May 2011Caribbean U-Turn - Mattapan, MAProject ManagerFeb 2008 - Aug 2011
Full Profile

Robert Cormier Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor | Wealth Management | Retirement Planning | 401(k) Plans | Morgan Stanley Wealth Management
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Boston, MAAssociate Vice President, Financial Advisorsince Oct 2005Merrill Lynch - Wellesley, MAFinancial AdvisorFeb 1999 - Oct 2005
Full Profile

Jay Gordon Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Host • Entertainer

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor | Chartered Retirement Planning Counselor | 401(k) Plans | Morgan Stanley Smith Barney
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince Mar 2001CBS Inc. Radio PersonalityOct 1987 - Mar 2001
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Linda Wentworth Boston, MA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Specialist at Sovereign Bank
Title:
Accomplished Relationship Manager
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Sovereign Bank - Wellesley, MAFinancial Specialistsince Aug 2012Waddell & Reed - Waltham, MAFinancial AdvisorSep 2010 - Aug 2012
Full Profile

Camille Ramirez Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisory Associate at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Wellesley, MAWealth Advisory Associatesince Dec 2012UBS - Wellesley, MAFinancial AdvisorJul 2011 - Dec 2012
Full Profile

Jonathan Straus Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Founding Principal, Portfolio Manager at Commons Capital Advisors, LLC
Title:
Commons Capital Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commons Capital Advisors, LLC Founding Principal, Portfolio Managersince Jul 2009Merrill Lynch - 45 William Street Wellesley, MA 02481Portfolio Manager, Financial AdvisorMar 2006 - Jul 2009
Full Profile

Margaret Leblanc Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Law Specialist • Lawyers • Representative • Student Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Education Manager • Education Administrator

Experience & Education

Title:
Attorney
Location:
United States
Industry:
Law Practice
Work history:
Merrill Lynch - Wellesley, MAFinancial AdvisorOct 2011 - Feb 2012Washington University in St. Louis School of Law - St. Louis, MOCash Nickerson Fellow at the Whitney R. Harris World Law InstituteApr 2010 - Dec 2010
Languages:
English, Spanish
Full Profile

Jim O'glishen Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Logistician • Logistics Supply Chain Professional • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Account Manager, Integrated Systems at Abel-Womack
Location:
Greater Boston Area
Industry:
Logistics and Supply Chain
Work history:
Abel-Womack Account Manager, Integrated Systemssince Feb 2003Merrill Lynch - Wellesley, MAFinancial Advisor2001 - 2003
Full Profile

David Lahey Boston, MA

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

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Edge - Wellesley, MAAssistant Vice President, Financial Solutions Advisorsince Jul 2012Merrill Lynch Financial AdvisorJan 2011 - Aug 2012
Skills:
Retirement Planning, Series 7, Mutual Funds
Certifications:
Certified Special Needs Advisor
Full Profile

Barry Kingston Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Management Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor, First VP, CIMA at UBS Financial Services, Inc.
Title:
First VP, Financial Advisor, CIMA Certified Investment Management Analyst, UBS Financial Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Wellesley, MAFinancial Advisor, First VP, CIMAsince Jan 2012Morgan Stanley - Westborough, MAWealth Advisor, Branch Manager,First Vice PresidentApr 1984 - Jan 2012
Full Profile

Shawn Devaney Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
The Mohamed-Penta Wealth Management Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 55 William St, Wellesley, MA 02481Financial Advisorsince Mar 2007
Skills:
Strategic Financial Planning, Fixed Income, Wealth, Education Funding, Bloomberg, Options,...
Full Profile

Matthew Moon Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Salesperson • Retail Professional • Client Service Officer • Assistant Manager • Managers • Customer Service

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wellesley, MAFinancial Advisorsince Oct 2011Pure Hockey - Needham, MARetail Salesperson, Assistant ManagerJul 2006 - Oct 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Susan Arnold Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Portfolio Manager at New century portfolios, Vice President Senior Financial...
Title:
Vice President and Portfolio Manager at New century portfolios
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New century portfolios - Wellesley MaVice President and Portfolio Managersince 1998Weston Financial Vice President Senior Financial Counselorsince Sep 1993
Full Profile

Bill Medeiros Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Systems Analyst • Software Engineer • IT Analyst • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Business Systems Analyst at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MABusiness Systems Analystsince Mar 2005New England Pension & Benefit - Danvers MARegistered RepresentativeJan 2001 - Sep 2004
Skills:
Insurance, Mutual Funds, Fixed Annuities, Risk Management, Life Insurance, Financial Services,...
Languages:
Portuguese
Full Profile

Michael Miano Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Consumer Goods Professional • Commodities Clerk • Chief Administrative Officer • Chief Executive • Operations Manager • Bachelor of Science • Master of Science • Business Administrator • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wellesley, MAFinancial Advisorsince Jan 2012Paychex - Greater Boston AreaSales ConsultantOct 2010 - Dec 2011
Full Profile

Joseph Scalia Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Chief Executive

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch Wealth Management
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Merrill Lynch - 45 William Street, Suite 100, Wellesley Hills, MA 02481Financial Advisorsince Nov 2012Louis Capital Markets DirectorDec 2011 - Feb 2012
Full Profile

Amy Burd Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Attorney At Law • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Real Estate Broker at Prudential Town and Country Real Estate, Financial Advisor at Summit...
Title:
Attorney at Law, Real Estate Broker at Prudential Town and Country and Financial Advisor at Summit Brokerage Services
Location:
Greater Boston Area
Industry:
Law Practice
Work history:
Prudential Town and Country Real Estate - Wellesley, MAReal Estate Brokersince May 2013Summit Brokerage Services, Inc. - Dover, MAFinancial Advisorsince Jan 2012
Skills:
Legal Research, Customer Service, Estate Planning, Real Estate Transactions, Legal Writing, Real...
Full Profile

Matthew Sexton Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Personal banker IV at Sovereign Bank
Title:
Financial Specialist at Sovereign Bank, Ashland, MA. Branch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sovereign Bank Personal banker IVsince Jun 2012AspenCross Financial Group Senior Financial ConsultantAug 2010 - Dec 2011
Full Profile

Marcie D'aleo Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Agent • Sales Representative • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Focus Broker at RBC Wealth Management
Title:
Senior Vice President at RBC Wealth Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
RBC Wealth Management - Wellesley, MASenior Vice President - Focus Brokersince 2009Legg Mason Vice President of Investments- Financial AdvisorSep 2000 - Nov 2005
Full Profile

Kevin Morrissey Boston, MA

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:
Vice President at Wellesley Investment Advisors, Inc.
Title:
Wellesley Investment Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wellesley Investment Advisors, Inc. - Wellesley, MAVice Presidentsince Aug 2011Edward Jones Financial AdvisorMar 2009 - Aug 2011
Full Profile

Michael D'aleo Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Advisor at RBC Wealth Management
Title:
Associate Financial Advisor at RBC Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
RBC Wealth Management - wellesley, maFinancial Advisorsince Jan 2013BNY Mellon - Everett, MAAssistant Client Service OfficerJul 2010 - Jan 2013
Full Profile

Justin Atwood Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Consulting Associate at Cambridge Associates
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Cambridge Associates - Boston, MAConsulting Associatesince Jan 2012Morgan Stanley Smith Barney - Boston, MAFinancial Advisor AssociateAug 2011 - Nov 2011
Full Profile

Cathy Lunger Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Counselor • Advisor • Representative • Examiner • Inspector • Assistant Vice President • Operations Manager • Vice President • Chief Executive • Master of Business Administration • Bachelor of Business Administration • Lecturer • Postsecondary Teacher

Experience & Education

Work

Company:
Cml financial solutions
Accounting/financial consultant
Company:
Trilogy financial services - Woburn, MA
Financial planner & investment advisor representative
Full Profile

Nicholas Bollas Wellesley, MA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President - Investments at UBS Wealth Management
Title:
Senior Vice President - Investments at UBS Financial Services, Inc.
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
UBS Wealth Management Senior Vice President - Investmentssince Dec 2005First Investors Corporation Financial AdvisorMay 1988 - Dec 1995
Full Profile

Christopher Cua Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tennis Coach • Sports Game Coach • Music Artist • Musicians

Experience & Education

Work

Company:
Boston sports club
Tennis instructor
Company:
Merrill lynch
O assisted senior financial advisor
Full Profile

Stephen Dilanian Wellesley, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince 2011M.E Dilanian Co., Inc. - Needham, MASales Representative2008 - 2011
Full Profile

Justin Atwood Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member

Experience & Education

Work

Company:
Morgan stanley smith barney
Financial advisor associate training program
Company:
Teach for america - Denver, CO
Selected corps member
Full Profile

Teresita Fernandez Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager • Clerical Specialist • Front Office Receptionist • Communications Equipment Operator

Experience & Education

Work

Company:
Smoc
Case manager
Company:
Metro west medical center - Framingham, MA
Financial counselor
Full Profile

Patrick Curtis Boston, MA

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:
Vice President, Financial Advisor at Morgan Stanley
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley - Wellesley, MAVice President, Financial Advisorsince May 1999
Full Profile

Gregory Ellms Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive

Experience & Education

Work

Company:
Charles schwab & co., inc
Vice president financial consultant
Full Profile

David Williams Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Software Tester • Computer Specialist • Operations Manager • Personnel Specialist • Information Technology Specialist • IT Specialist • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Business Administrator • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Executive Recruiter at Armstrong Franklin, Recruiter at Armstrong Franklin
Title:
Executive Recruiter at Liberty Group Staffing
Location:
Greater Boston Area
Industry:
Staffing and Recruiting
Work history:
Armstrong Franklin - Wellesley, MAExecutive Recruitersince Sep 2011Armstrong Franklin Recruitersince 2011
Skills:
Technical Recruiting, New Business Development, Consultancy, Cold Calling, Account Planning,...
Financial Advisor Magazine
Full Profile

Leada Sarram Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Finance Manager • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Controller • Information Technology Specialist • Software Developers • IT Specialist • Recruitment

Experience & Education

Position:
Senior Finance Manager - In Transition at Current Time
Title:
Senior Finance Manager
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Current Time Senior Finance Manager - In Transitionsince Oct 2012Genzyme Corporation - Cambridge, MASenior Finance ManagerJan 2004 - Sep 2012
Financial Consultant at Accenture
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Khanh Ngo Boston, MA

Professions & Specialties

Portfolio Manager • Trader • Financial Consultant • Investment Analyst • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Science • Sports Trainer • Sports Trainers • Trainer • Bachelor of Science • Research Assistant • Research Associate • Researcher • Survey Researcher • Research Specialist • Research Scientist • Credit Analyst • Financial Analyst • Finance and Accounting Specialist • Loan Accountant • Accounting Bookkeeper • Bookkeeper • Founder • Chairperson • Vice President of Sales • Financial Manager • Founding Member • Chief Executive • Vice President • Operations Manager • Hand Weaver • Sewer • Interpreter • Security • Investor • Organization Management • Analysts • Information Technology Specialist • IT Specialist • Market Research Analyst • Language Specialist

Experience & Education

Position:
Head of Fundraising at Association of Vietnamese Students and Professionals in the Greater Boston...
Title:
Candidate for Master of Science in Finance at Boston College Carroll School of Management
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Association of Vietnamese Students and Professionals in the Greater Boston area Head of Fundraisingsince Apr 2013Babson College - Babson Park, MACoach (Coaching for Leadership and Teamwork Program)since Mar 2013
Skills:
Bloomberg Terminal, Factset, Morningstar, Capital IQ, Equity Valuation, Consulting, Financial...
Languages:
Vietnamese
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Christopher Barone Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Advisor • Team Member • Independent Business Owners • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Client Service Officer • Bachelor of Arts • High School Diploma • Computer Software Professional • Software Developers • Chief Executive

Experience & Education

Position:
Marketing Assistant at J.P. Morgan Securities
Title:
Marketing Assistant at J.P. Morgan
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
J.P. Morgan Securities - 1 Federal Street, Boston MAMarketing Assistantsince May 2013Morton Wealth Advisers - Wellesley, MAAssociateAug 2012 - May 2013
Skills:
Social Media, Social Media Marketing, Financial Markets, Financial Advisory, Strategic...
Internet Marketing for the Financial Advisor by AdvisorWorld
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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
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Karen Kinsel Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Office Assistant • Office Clerk • Clerical Specialist • Chief Executive Officer • Financial Director • Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Operations Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Administrative Clerk • Analysts • Space Scientist • Space Scientists

Experience & Education

Position:
Office Manager and Executive Assistant to the CEO at Palladin Capital Group, Inc.
Title:
at
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Palladin Capital Group, Inc. - Greater Boston AreaOffice Manager and Executive Assistant to the CEOsince Apr 2011Harvard-Smithsonian Center for Astrophysics - Cambridge, MassachusettsExecutive Assistant to the Director (temp.)Jun 2010 - Mar 2011
Skills:
Administration, Compliance, Investments, Microsoft Office, Excel, Research, PowerPoint, Event...
Financial Advisor and Registered Representative at..
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