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Financial Consultants in West Chester, PA

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52 results found

Kirk Okumura West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantCertified Financial PlannerFinancial SpecialistFinancial Services Sales AgentPuchasing and Estimating ManagerOffice AssistantAdvisorModeratorGuideOffice ClerkClerical SpecialistTour GuideFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAuthorEditorFinancial ManagerOperations ManagerChief ExecutiveSales RepresentativeMathematician

Experience & Education

Position:
Office Manager / Financial Advisor at Hoey Investments, Inc.
Title:
Financial Services Professional
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
Hoey Investments, Inc. - West Chester, PAOffice Manager / Financial Advisorsince Jan 2012The American College - Bryn Mawr, PAAuthor/Editor - LUTCApr 2001 - Oct 2011

Travis Himes West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
West chester university
Statistics department graduate assistant
Company:
S&t bank direct banking center - Indiana, PA
Telephone financial consultant

Skills

SAS, SPSS, Microsoft Excel, Microsoft Word, E-Views

David Layo West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Investment Representative, CUSO Financial Services, L.P. at Citadel Federal Credit Union at...
Title:
Senior Investment Representative, CUSO Financial Services, L.P. at Citadel Federal Credit Union
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
Citadel Federal Credit Union Senior Investment Representative, CUSO Financial Services, L.P. at Citadel Federal Credit Unionsince 2006Fulton Financial Advisors Senior Financial Consultant2001 - 2006
Skills:
Investments, Banking, Strategic Planning, Insurance, Asset Allocation, Financial Services,...

Daniel Mchugh West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorDoctor of Medicine

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Advisor at Ameriprise Financial Services, Inc.
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Mar 1997

John Kane West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales PersonSales Representative

Experience & Education

Position:
Senior Financial Advisor at CUSO Financial Services, LP at Citadel
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
CUSO Financial Services, LP at Citadel Senior Financial Advisorsince May 2003Atlantic Federal Credit Union Registered Sales AssistantSep 2001 - May 2003

Chris Mcdermott West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSales ManagerOperations ManagerSales Executive

Experience & Education

Position:
Advanced Internal Wholesaler at The Hartford
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
The Hartford - Radnor, PAAdvanced Internal Wholesalersince Jul 2012Franklin Mint Federal Credit Union - West Chester, PAFinancial Advisor2012 - 2012

Kade Vasi West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersCaptainAthletes

Experience & Education

Work

Company:
Axa advisors llc, karr barth associates
Financial consultant
Company:
Pennsylvania state club soccer
Supervisor, captain, & athlete

David Zummo West Chester, PA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystCounselorAdvisorVice PresidentChief Executive

Experience & Education

Work

Company:
Connect america.com - medical alert systems
Senior safety consultant
Company:
Delaware valley financial group - Conshohocken, PA
Vice president, financial advisor and financial planner

Kevin Powers West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerChief ExecutiveSales RepresentativeTeam Member

Experience & Education

Work

Company:
Combined worksite solutions
Area director
Company:
Waddell and reed associates
Financial advisor

Joseph Mba West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersFinancial DirectorFinancial OfficerFinancial ManagerCounselorAdvisorOperations Manager

Experience & Education

Work

Company:
Y-prime
Director of finance (consultant to cfo)
Company:
West chester university - West Chester, PA
Financial consultant

John Stoffere West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Amerirprise Financial
Title:
Financial Advisor and Registered Principal at Ameriprise Financial
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
Amerirprise Financial Financial Advisorsince Aug 2002

Christopher Coleman West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFront Office ManagerManagersOperations Manager

Experience & Education

Work

Company:
All-star baseball academy
Front office manager/ trainer
Company:
Pnc bank - Peckville, PA
Financial consultant

Skills

Business, Accounting, Marketing, Sales, and Customer Service

John Cfp West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive

Experience & Education

Work

Company:
Santander
Financial advisor
Company:
Financial educational services - Wayne, PA
President

Skills

Strong technical skills

Carole Mccabe West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveAdjunct InstructorLecturerPostsecondary TeacherHuman Resources SpecialistRecruitmentManagerInformation Technology DirectorExecutive Team LeaderBoard MemberOperations ManagerMarketing ManagerManagement Team ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerMaster of Business AdministrationBachelor of ScienceAccounting BookkeeperBookkeeperProduct SpecialistCustomer ServiceIT Manager

Experience & Education

Position:
President at Scale Leadership, Inc., Adjunct Faculty at Villanova University
Title:
President at Scale Leadership, Inc.
Location:
West Chester, Pennsylvania
Industry:
Management Consulting
Work history:
Scale Leadership, Inc. - West Chester, PAPresidentsince Oct 2012Villanova University - Villanova, PAAdjunct Facultysince Jan 2013
Skills:
Strategic Leadership, Project Portfolio Management, Leading People, Financial Services,...
Financial Advisor Services at Vanguard

Jack Gaffney West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystCounselorSupporting MemberAnalystAnalystsAdvisorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBusiness AdministratorChief ExecutiveOperations Manager

Experience & Education

Position:
Memorial Consultant at Lifestone By Stefan
Title:
Aspiring Business Analyst with expertise in Business Development, problem solving, and process management
Location:
West Chester, Pennsylvania
Industry:
Financial Services
Work history:
Lifestone By Stefan Memorial Consultantsince Jan 2012Aflac AssociateSep 2010 - Sep 2011
Financial Advisor at Kades-Margolis Corporation

Michael Evangelista West Chester, PA

Professions & Specialties

Vice PresidentChief ExecutiveSenior AdvisorAdvisor

Experience & Education

Work

Company:
Syndicate strategies
Vice president of business development
Company:
The source - Radnor, PA
Senior consultant

Thomas O'Neill West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeCounselorAdvisorSales AgentBachelor of Arts

Experience & Education

Work

Company:
J.p. morgan private bank
Account officer private wealth management
Company:
Creative financial group - Newtown Square, PA
Qualified retirement plan representative

Skills

QUALIFICATIONS PROFILE: Relationship Management: Series 7 & 63 licensed: Experience managing...

Jeffrey Caldwell West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Planning AnalystFinancial AnalystAccounting AnalystCost AccountantCounselorAnalystAdvisorAnalystsProgram DirectorOperations ManagerMaster of Business AdministrationConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
Independence blue cross blue shield - Philadelphia, PA
Sr. financial planning analyst - contract assignment
Company:
Neapco llc - Pottstown, PA
Sr. financial analyst

Skills

SAP R3 Version 4.7,Power Play Explorer 6.0, Report Builder with Impromptu 5.0, Advanced Impromptu...

John Crispino West Chester, PA

Professions & Specialties

Financial Services Sales AgentSales PersonSales RepresentativeOwnerChief ExecutiveVice President

Experience & Education

Work

Company:
Pacer advisors
Institutional sales consultant
Company:
The virginia nut shop
Business owner

Skills

Licenses: Series 7, 63, 65

Dena Reimund West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerManagerOperations ManagerDirector of ContractsPurchasing ManagersBachelor of ScienceBusiness Administrator

Experience & Education

Work

Company:
Market fresh flowers
Customer service - part-time
Company:
Cherry hill photo
Asst. manager/helper - part-time/seasonal - easter set or santa set

Ronald Barratt West Chester, PA

Professions & Specialties

Stock BrokerFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSales ManagerSales DirectorRepresentativeAgentBachelor of Science

Experience & Education

Work

Company:
Trugreen lawncare
Commercial sales manager
Company:
Trugreen lawncare
Business development representative

Jyoti Arora West Chester, PA

Professions & Specialties

Loan ProcessorFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficerLoan OfficersVolunteerNon-ProfitFinancial AnalystBusiness AdministratorManagersAnalystsMaster of Business AdministrationOperations Manager

Experience & Education

Work

Company:
Great valley and west chester school district
Volunteer
Company:
Rateshop.com
Business / financial analyst

Chris Coleman West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantBank TellerBankerInstructorPedagogueBachelor of ScienceBusiness AdministratorSports TrainersOperations Manager

Experience & Education

Work

Company:
Susquehanna bank
Financial services representative
Company:
Ymca

Gregory Agle West Chester, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveVice PresidentData AnalystData Entry SpecialistData ScientistBachelor of Science

Experience & Education

Work

Company:
Telemedcare llc
Business developement
Company:
Arguello, agle & associates llc
Owner

Eric Jenesky West Chester, PA

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBroker AssociateReal Estate Sales AgentCounselorAdvisor

Experience & Education

Work

Company:
Wells fargo
Personal banker, broker associate
Company:
Adp, inc - Allentown, PA
Internal retirement plan consultant

E. Keenan West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorOperations ManagerBusiness AdministratorFood service

Experience & Education

Work

Company:
Hp builders
President
Company:
Robert half international - Wilmington, DE
Branch manager

Sonal Misser West Chester, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerSurgeonSurgical Specialist

Experience & Education

Work

Company:
Dnb first - West Chester, PA
Asst. manager
Company:
Commerce bank - West Chester, PA
Asst. manager

Lindsay Remington Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVolunteerCoordinatorNon-ProfitManagersCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Fundraising Coordinator - Volunteer at LET'S RESCUE!, Senior Financial Advisor at WELLS FARGO...
Title:
Volunteer Fundraising Coordinator at LET'S RESCUE!
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
LET'S RESCUE! - West Chester, PAFundraising Coordinator - Volunteersince Jul 2013WELLS FARGO ADVISORS, LLC - Short Hills, New JerseySenior Financial Advisorsince Aug 2011

Christopher Diederich Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Advisor at Blue Rock Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Blue Rock Financial Group - 1 Avenue of the Arts, Wilmington, DE 19801Advisorsince Sep 2012Legacy Planning Partners - 228 W. Gay Street, West Chester, PA 19380Financial AdvisorNov 2009 - Oct 2012
Skills:
Strategic Financial Planning, Investment Strategies, Securities, Asset Managment, Wealth...
Certifications:
Series 66, FINRA
Series 7, FINRA

Jennifer Hodson Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ConsultantMarket AnalystMarket Research AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Legacy Planning Partners, Marketing Consultant at Legacy Planning Partners
Title:
Financial Advisor at Legacy Planning Partners
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Legacy Planning Partners - 228 West Gay Street, West Chester, PA 19380Financial Advisorsince Mar 2013Legacy Planning Partners Marketing Consultantsince Jun 2008

Stephanie Ford Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberNon-ProfitConstructionTeam MemberCorporate ExecutiveChief Executive

Experience & Education

Position:
Accountant and Financial Consultant at Ford Consulting Services
Title:
Seasoned Public & Corporate Accountant
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ford Consulting Services - Chester County, PAAccountant and Financial Consultantsince 2010Small CPA Firm - Exton, PA 19341Accounting AssociateSep 2011 - Aug 2012
Languages:
French

A.j. Mcculley Harrisburg, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveBookkeeper

Experience & Education

Position:
Owner at The McCulley Insurance Agency
Title:
Owner, The McCulley Insurance Agency
Location:
Harrisburg, Pennsylvania Area
Industry:
Insurance
Work history:
The McCulley Insurance Agency - Harrisburg, PAOwnersince Jun 2000Linsco Private Ledger Financial ConsultantMar 1998 - Dec 1999

Jason Frescoln Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant Vice PresidentVice PresidentChief Executive

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors LLC - West Chester, PA 19382Financial Advisorsince Mar 2012Wachovia, A Wells Fargo Company Assistant Vice PresidentMar 2003 - Mar 2012

Richard Johnson Philadelphia, PA

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerSenior Vice PresidentFinancial ManagerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor / CFP®* / Senior Vice President, Investments at Morgan Stanley
Title:
Financial Advisor / CFP®* at Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley - West Chester, PAFinancial Advisor / CFP®* / Senior Vice President, Investmentssince Mar 1984
Certifications:
Certified Financial Planner™*, CFP®* Board

Justin Shapiro Greenville, NC

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales AgentApprenticeStudent Worker

Experience & Education

Work

Company:
Mattress outlet - Greenville, NC
Sales representative
Company:
Merrill lynch - Media, PA
Financial advisor intern

Brian Kullman Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing ProfessionalAdvertising ProfessionalAdvertising Sales AgentSupporting MemberTeam MemberCustomer ServiceClient Service OfficerVice President of MarketingChief Executive OfficerVice PresidentChief ExecutiveCorporate ExecutiveInternet Marketing ManagerWeb MarketerManufacturing LaborerLaborerManagersSales RepresentativeMarketing ManagerHuman Resources SpecialistRecruitmentAutomotive SpecialistAutomotive ProfessionalArt ProducerMedia Producer

Experience & Education

Position:
Sales Administrator, Financial Advisor Services at Vanguard for Randstad at Randstad
Title:
Integrated Marketing Specialist
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
Randstad - Malvern, PASales Administrator, Financial Advisor Services at Vanguard for Randstadsince Apr 2013Mishimoto - New Castle, DelawareSocial Media Marketing AssociateMay 2012 - Apr 2013
Skills:
Social Media, Digital Video, Digital Photography, Social Media Marketing, Facebook, Social...

Patti Brennan Philadelphia, PA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSchool AdministratorEducational Manager

Experience & Education

Position:
Patricia Brennan at Key Financial, Inc., IMPORTANT DISCLOSURES at Key Financial, Inc., IMPORTANT...
Title:
President at Key Financial, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Key Financial, Inc. - 1560 McDaniel Drive, West Chester, PA 19380Patricia Brennansince 1985Key Financial, Inc. - 1560 McDaniel DriveIMPORTANT DISCLOSURESsince Jan 1985
please contact your financial advisor directly

John Scarduzio Philadelphia, PA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentLoan OfficersMortgage SpecialistAnalystCounselorRecognitionAnalystsAdvisorControllerAccounting ClerkCost AccountantAccounting BookkeeperBookkeeperAccounting AnalystFinancial AnalystEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonSales RepresentativeSales ExecutiveInformation Technology SpecialistIT SpecialistOperations ManagerSales Manager

Experience & Education

Title:
Revenue Analyst at Aqua America
Location:
Greater Philadelphia Area
Industry:
Utilities
Work history:
Aqua America Inc - Bryn Mawr, PA 19010Revenue AnalystMar 2009 - Apr 2012Robert Half Salaried Professional - Wayne, PAFinancial Specialist and ConsultantFeb 2007 - Mar 2009

Kate Wetty Parkesburg, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorAdministrative AssociateManagersAdministrative ClerkClerical SpecialistAccounts ReceivableAccounts PayableAccounts Payable SpecialistSecurityBusiness AdministratorTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonBachelor of ScienceHigh School DiplomaComputer Software ProfessionalSoftware DevelopersSurgical SpecialistOperations Manager

Experience & Education

Position:
Sales and Finance Coordinator at Scala
Title:
Finance Coordinator at Scala
Location:
Parkesburg, Pennsylvania
Industry:
Accounting
Work history:
Scala Sales and Finance Coordinatorsince Jan 2013Max Optical LLC - Downingtown, PAAdministrative AssistantAug 2010 - Dec 2012
Assisted financial advisor with sales and marketing materia..

George Guidotti Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAdvisorDirector of OperationsOperations ManagerMarketing ManagerAgentSales AgentSales RepresentativeInformation Technology SpecialistIT SpecialistProperty ManagerReal Estate Manager

Experience & Education

Position:
Business Development at Big Brain Works, LLC
Location:
Philadelphia, Pennsylvania
Industry:
Financial Services
Work history:
Big Brain Works, LLC - West Chester, PABusiness Developmentsince Oct 2008Lounge22.com Director of OperationsMar 2007 - Sep 2008
Skills:
Marketing Strategy, New Business Development, Marketing, Public Speaking, Social Media, Series 7,...
Financial Advisor Magazine

Joseph Breslin Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersDirectorFinancial DirectorBoard MemberChief Executive OfficerOperations ManagerFinancial OfficerFinancial ManagerManagement Team ExecutiveCorporate ExecutiveChief ExecutiveCounselorAdvisorRecruitment

Experience & Education

Position:
Director Finance (Consultant to CFO) at Y-Prime, Inc
Title:
Finance, Accounting and Business Operations Executive
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Y-Prime, Inc - Malvern, PADirector Finance (Consultant to CFO)since Oct 2012West Chester University - West Chester, PAFinancial ConsultantJul 2012 - Oct 2012

Jessica Dahill Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of ArtsVice PresidentChief Executive

Experience & Education

Position:
Financial Advisor at Spring Ridge Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Spring Ridge Financial Group - Wyomissing, PAFinancial Advisorsince Feb 2012Legacy Planning Partners - West Chester, PAFinancial AdvisorApr 2010 - Dec 2011

Colleen Mullin Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial ConsultantChief Digital OfficerProduce ManagerTechnology ManagerTechnical ManagersProduction ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial DirectorChief ExecutiveFinancial OfficerFinancial ManagerControllerBachelor of ScienceBusiness AdministratorSales Representative

Experience & Education

Position:
CDO at Mullin, Inc.
Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Mullin, Inc. - West Chester, PACDOsince May 2009Planco, The Hartford 529 Product ManagerJan 2008 - May 2009
Financial Advisor Network,FAN,

Chris Gueno Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeDirectorOperations ManagerStudent WorkerBusiness Intelligence ProfessionalTeam MemberAdvisorBusiness ConsultantPsychology SpecialistMaster of ScienceBachelor of SciencePsychologist

Experience & Education

Position:
Office of Judicial Affairs and Student Assistance Intern at West Chester University, Graduate...
Title:
Graduate Student at West Chester University
Location:
Greater Philadelphia Area
Industry:
Higher Education
Work history:
West Chester University - West Chester UniversityOffice of Judicial Affairs and Student Assistance Internsince Jan 2013West Chester University - West Chester UniversityGraduate Resident Directorsince Jul 2011
Skills:
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Data Analysis,...

Gregory Agle Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentCo-OwnerPartnerSenior Vice PresidentOwnerChief ExecutiveVice PresidentHospital Care ProfessionalHealth ProfessionalHealth PractitionerChief Executive OfficerFinancial DirectorExecutive Team LeaderChief Information OfficerChief Operating OfficerChairpersonDirectorCorporate ExecutiveFinancial OfficerFinancial ManagerTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsOperations ManagerNursing AssistantNurseNurse PractitionerMedical Practice ProfessionalMedical PractitionerIndependent ConsultantLeadership Think TankLeaderCounselorAdvisorAnalystsManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Position:
Co-Owner/Partner at Arguello, Agle& Associates, Senior Vice President at Wavefront Brokerage...
Title:
Wave Front Brokerage SVP Strategic Development/ Co-Owner/Partner Arguello, Agle & Associates
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Arguello, Agle& Associates - Greater Philadelphia AreaCo-Owner/Partnersince Jan 2013Wavefront Brokerage Services - Greater Philadelphia AreaSenior Vice Presidentsince Jan 2013
Independent Financial Consultant at GEA and Associates

Helen Semus Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice PresidentBoard MemberChief ExecutiveManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSystems ArchitectSoftware DevelopersSchool PrincipalSchool AdministratorEducational ManagerCounselorAdvisorClient Service OfficerSales EngineerCustomer ServiceHealth Services Manager

Experience & Education

Position:
VP of Development and Advancement, Board Executive Committee at Safe Harbor of Chester County,...
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Safe Harbor of Chester County - West Chester, PAVP of Development and Advancement, Board Executive Committeesince Oct 2012Safe Harbor of Chester County - West Chester, PABoard Membersince Mar 2011
Financial Advisor

Stephan Carrington Marblehead, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCustomer RelationsManagerOperations ManagerSummer AssociateParalegalSoftware TesterData Entry SpecialistComputer Network ConsultantComputer SpecialistData ScientistComputer ConsultantIT ConsultantBachelor of ScienceBusiness AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Title:
Business skills in sales, marketing, customer relations and account management.
Location:
Marblehead, Massachusetts
Industry:
Food & Beverages
Work history:
Buddy's Burgers - West Chester, PAManagerAug 2009 - May 2011SevOne Inc - Newark, DEBusiness Development/SalesOct 2008 - Jul 2009
Junior Assistant Financial Advisor at Waddell & Reed

Chris Benfer Philadelphia, PA

Professions & Specialties

Senior AdvisorAdvisorSchool PrincipalSchool AdministratorEducational ManagerAgentSales AgentSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief Executive

Experience & Education

Position:
Senior Advisor/Registered Principal at Blue Rock Financial Group
Title:
Blue Rock Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Blue Rock Financial Group - 228 W. Gay Street, West Chester, PA 19380Senior Advisor/Registered Principalsince Oct 2012Legacy Planning Partners Sr. PartnerMar 2004 - Oct 2012
Financial Advisor at New England Financial

Martin Reap Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLaw SpecialistLawyersClerkClerical SpecialistTeam MemberSales PersonSales RepresentativeEnvironmental EngineerEnvironmental Remediation EngineerOutside Plant EngineerHead EngineerEngineering ManagerIndustrial EngineerJuris DoctorBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Legal Professional at Veon Law Firm, LLC
Title:
Legal Professional at The Veon Law Firm, Inc.
Location:
Greater Philadelphia Area
Industry:
Environmental Services
Work history:
Veon Law Firm, LLC - Philadelphia, Conshohocken, Reading, PALegal Professionalsince May 2010The Altman Law Firm, LLC - West Chester, PALegal ClerkAug 2011 - Feb 2013

Rich Avioli Philadelphia, PA

Professions & Specialties

OwnerManagerChief ExecutiveOperations ManagerCounselorAnalystAdvisorAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at The Annuity Counselor
Title:
Owner, The Annuity Counselor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
The Annuity Counselor - West Chester, PAOwnersince Mar 2001
Chartered Financial Consultant



Financial Consultants near West Chester, PA0265278104130WilmingtonWayneMediaNorristownExtonOaksBerwynPhoenixvilleDowningtownNewtown Square