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Financial Consultants in White Plains, NY

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77 results found

Kurt Puff White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeManagersAdvisor

Experience & Education

Work

Company:
Prudential
Financial advisor
Company:
First investors corporation
Registered representative

Skills

MS Office Suite 2003/2007, MS Works, Google Docs, Open Office, Web-page design

Neil Virani White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Pitney bowes
Financial analyst
Company:
Northwestern mutual financial network - Rye, NY
Financial advisor

Skills

Hyperion, SAP, Excel, Financial Planning

Andrew Feinstein White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAgentSales RepresentativeRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Representative at Strategies for Wealth
Title:
Financial Advisor/Broker
Location:
White Plains, New York
Industry:
Financial Services
Work history:
Strategies for Wealth Financial Representativesince Sep 2009Cox Representatives SVP1986 - Aug 2009
Skills:
Strategic Financial Planning, Insurance, Retirement, Retirement Planning, Estate Planning, Mutual...

Michael Darragh White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveCounselorAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President/Financial Consultant at AXA Advisors, LLC
Title:
Vice President AXA Advisors, LLC
Location:
West Harrison, New York
Industry:
Financial Services
Work history:
AXA Advisors, LLC - White Plains, NYVice President/Financial Consultantsince Jan 2006

Leslie Yahia White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTherapistPhysical Therapy SpecialistOffice AssistantOffice ClerkClerical SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFront Office ReceptionistAdministrative ClerkSecretaryCorporate ExecutiveChief Executive

Experience & Education

Title:
Licensed Creative Arts Therapist (music therapy) Executive Assistant (financial services)
Location:
White Plains, New York
Industry:
Financial Services
Work history:
Balestra Capital, Ltd. - New York, New YorkExecutive Assistant to Sr. Financial AdvisorAug 2012 - Mar 2013The Blackstone Group - New York, NYExecutive Assistant (Temp)Jul 2012 - Jul 2012
Languages:
Spanish

Gary Rand White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales Management AnalystSales Engineering SpecialistSales Engineer

Experience & Education

Title:
Financial Consultant
Location:
White Plains, New York
Industry:
Financial Services
Work history:
GSJS CORP. CEO2003 - 2013

Don Bracken White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial advisor at Financial Advisor
Title:
-
Location:
White Plains, New York
Industry:
Financial Services
Work history:
Financial Advisor Financial advisor

Nuru Hunter Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveSports TrainerSports TrainersFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President - Financial Advisor at Chase Investments
Location:
Eastchester, New York
Industry:
Financial Services
Work history:
Chase Investments - White Plains, NYVice President - Financial Advisorsince Apr 2008Merrill Lynch Financial AdvisorOct 2006 - Apr 2008

Jermaine Nelson White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerSupporting MemberTeam MemberProject ManagersProduction Manager

Experience & Education

Work

Company:
Davinci consulting llc - Washington, DC
Financial consultant/ project manager ii specialized
Company:
Digitas inc./modem media - Norwalk, CT
Sr. associate project manager

Skills

Proficient in Microsoft Office Applications, MS Project, Excel, PowerPoint, Access, SharePoint,...

Michael O'gara White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial PlannerFinancial Management AnalystSupporting MemberTeam MemberManagersSpokespersonRepresentativeSocial Media ManagerSEO SpecialistWeb MarketerBachelor of ScienceOperations ManagerMarketing Manager

Experience & Education

Work

Company:
Capital one
Senior financial consultant iii, avp
Company:
Capital one - Westchester, NY
Financial consultant ii, associate

Skills

Innovative Problem Solver, Strategic Business Planner, Sales Leader, Team Leader, Series 7, Series...

Aubyn Reid White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Work

Company:
Safeop surgical, inc
Financial accountant/consultant
Company:
Tullis dickerson & company, inc
Financial consultant/accountant

Skills

SAP R/3 4.6, Hyperion: Enterprise, Analyzer, Planning, Financial Management, Upstream, Oracle...

Christos Kallergis White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBenefits SpecialistCompensations and Benefits

Experience & Education

Work

Company:
Jpmorgan chase
Financial advisor
Company:
Morgan stanley - Ridgewood, NJ
Financial advisor

Skills

Analytically Oriented, Statistical Analysis, Complex Financial Analysis, Retirement Planning,...

Stephen Marotto White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorContractorManagersVice PresidentOperations ManagerChief ExecutiveRetail ProfessionalRetail SalespersonBachelor of ScienceIndependent Business Owners

Experience & Education

Work

Company:
Td ameritrade
Investment consultant
Company:
Wells fargo advisors
Financial advisor

Preethy Mathew White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior AnalystAnalystAnalysts

Experience & Education

Work

Company:
Argus advisories and information services
Senior analyst
Company:
Modelytics india private ltd - Bangalore, Karnataka
Senior financial consultant

Luigi Sinapi White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMortgage SpecialistLoan OfficersCouncilorCounselor Education ProfessorEducational CounselorChief Executive

Experience & Education

Work

Company:
Mazzetti, buscetto and associates
Financial advisor
Company:
David lerner associates - White Plains, NY
Investment councilor

Anne Cpa White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial DirectorFinancial OfficerFinancial ManagerChief Executive

Experience & Education

Work

Company:
Usalliance federal credit union
Financial consultant
Company:
Quorum federal credit union - Purchase, NY
Svp of finance & cfo

Debra Weiner White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President/Investments - Stifel at Stifel Financial Corp.
Location:
West Harrison, New York
Industry:
Financial Services
Work history:
Stifel Financial Corp. - White Plains, New YorkSenior Vice President/Investments - Stifelsince Apr 2007Ryan Beck & Co. - White Plains, New YorkSenior Vice President/InvestmentsApr 2002 - Jul 2007
Financial Consultant at First Albany

Wilson Hom White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentLaw SpecialistLawyersSupporting MemberTeam MemberCertified Public AccountantFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperVolunteerNon-ProfitMaster of ScienceStudent Worker

Experience & Education

Position:
Accountant - Firm Tax at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Location:
White Plains, New York
Industry:
Law Practice
Work history:
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates Accountant - Firm Taxsince Jun 2013SecondMarket - Greater New York City AreaAssociate AccountantAug 2012 - May 2013
Financial Advisor Intern at Wells Fargo Advisors

Jonathan Kramer White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales DirectorSales ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisorCustomer ServiceFinancial OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonPsychology Specialist

Experience & Education

Position:
Value Added Tax (VAT) Service Advisor at Meridian Global Services
Title:
AD Sales Director at ICM Marketing
Location:
White Plains, New York
Industry:
Financial Services
Work history:
Meridian Global Services - 50 Main St, White Plains NYValue Added Tax (VAT) Service Advisorsince Jul 2011Noveko Inc ConsultantJan 2007 - Jul 2011
Financial Advisor at Oppenheimer & Co

Bernie Dean White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupervisorAdvisorManagersBusiness AdministratorFinancial ManagerFinancial DirectorOperations ManagerFinancial OfficerBachelor of Science

Experience & Education

Work

Company:
Mount vernon youth bureau
Financial supervisor
Company:
White plains youth bureau
Staff advisor

Ellen Dipilato White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistBusiness AdministratorVice PresidentManagerChief ExecutiveOperations ManagerSales ManagerArea Sales ManagerRegional Sales ConsultantSales Representative

Experience & Education

Work

Company:
Carriage house flowers
Office manager
Company:
Soundview manor bed and breakfast - White Plains, NY
Guest services assistant

Jeffrey Kutcher White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantAdvisorOwnerChief ExecutiveMarketing ManagerSchool AdministratorEducational ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Ks capitol
Business consultant
Company:
The mineshaft tavern - Madrid, NM
Owner/proprietor restaurant and bar

Ian Stokes White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsBusiness AdministratorBachelor of ScienceOperations Manager

Experience & Education

Work

Company:
Daymon worldwide
Analyst - global analytics group
Company:
Alliancebernstein - White Plains, NY
Private client administrator - global operations

Skills

Advanced knowledge of Microsoft Excel, Microsoft Powerpoint, Nielsen NITRO and Homescan, Spectra,...

Clinton Keegan White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSpecial Education ProfessionalSpecial Education Professors

Experience & Education

Work

Company:
Robert e. bell middle school
Teacher, special education
Company:
Valhalla middle/high school - Valhalla, NY
Teacher, social studies, special education

Raymond Madeya White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentArbitratorRefereeJudgeSales ManagerSales DirectorFinancial DirectorChief ExecutiveFinancial OfficerMaster of Business AdministrationBachelor of Business Administration

Experience & Education

Work

Company:
Finra, financial industry regulatory authority, inc
Arbitrator
Company:
Eom company
Finance and sales manager

Joel Eisenberg White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSolutions AdvisorAdvisorVice PresidentChief ExecutiveCounselorChief Executive OfficerMarketing DirectorOperations ManagerCorporate ExecutiveAdvertising Sales Agent

Experience & Education

Work

Company:
Merrill edge/bank of america
Financial solutions advisor, asst. vice president
Company:
Hsbc securities (usa) inc - Scarsdale, NY

Jonathan Kramer White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceAccount Service ManagerPsychologistAdvertising Sales AgentPsychology Specialist

Experience & Education

Work

Company:
Meridian global services
Service advisor
Company:
Noveko inc
Business development executive

Skills

Microsoft Office, HTML, Power Point, Excel, Netsuite, ACT!, CRM

Greg Debeech White Plains, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCo-FounderCorporate ExecutiveChief ExecutiveFounderFounding MemberSales ManagerPartnerOperations ManagerBusiness AdministratorBachelor of ScienceSales Executive

Experience & Education

Work

Company:
Sunglass hut
General manager
Company:
Artists think tank, llc
Co-founder

Jeffrey Kutcher White Plains, NY

Professions & Specialties

OwnerChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
The mineshaft tavern - Madrid, NM
Owner/proprietor restaurant and bar
Company:
Variety of financial entities
Franchise owner / branch manager

Michael Riolo White Plains, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentArticled ClerkAssociate AttorneyStudent LawyerJudicial InternLawyersJuris DoctorInvestorRepresentativeAdvisorBoard MemberChair of CommitteeManagement Team ExecutiveOperations ManagerChairpersonChief ExecutiveAgentSales Representative

Experience & Education

Office:
Littman Krooks LLP
399 Knollwood Road, White Plains, NY 10603
Phone:
(914) 684-2100 (Phone), (914) 684-9865 (Fax)
Specialties:
Estate Planning, Wills
ISLN:
921894740
Admitted:
2010, New York
Biography:
Michael J. Riolo, Esq., is an associate attorney with Littman Krooks LLP. He focuses his practice...
Michael most recently worked as a financial advisor at Morgan Stanley Smith Barney w..

Sean Flood New York, NY

Professions & Specialties

BankerFinancial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveBanking Center ManagerBanking ManagerFinancial OfficerFinancial ManagerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantAnalystRepresentativeAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of ArtsMaster of ScienceBakerClient Service OfficerCustomer Service

Experience & Education

Position:
Vice President - Wealth Management Banker at Merrill Lynch
Title:
Wealth Management Banker at Merrill Lynch
Location:
Greater New York City Area
Industry:
Banking
Work history:
Merrill Lynch - White Plains, NYVice President - Wealth Management Bankersince Jun 2013Morgan Stanley - Portland, MEVice President - Private BankerJun 2010 - Mar 2013
Skills:
Series 7, Series 6, Series 63, Securities Lending, Mortgage Lending, Residential Mortgages,...
..300% compared to 2010 and increased financial advisor participation in the Banking & L..

Catherine Calandra New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentDirectorVice PresidentChief ExecutiveOperations ManagerJuris DoctorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management, Financial Advisor at Morgan Stanley Wealth...
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Stamford, CTFinancial Advisorsince Jul 2011Morgan Stanley Wealth Management - 4 Landmark Square Stamford, CT 06901Financial Advisorsince 2011

Lisa Garrett Smith New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistLegal AideSales PersonSales RepresentativeServices ProfessionalSales and Service SpecialistSales AgentAssistant ManagerManagersEditorial AssistantEditing ProfessionalWriting and Editing ProfessionalWriter and EditorMaster of Business AdministrationMaster of ScienceOperations ManagerDeputy ManagerChief ExecutiveEntertainer

Experience & Education

Position:
Legal Assistant/Paralegal in Insurance Defense Claims at Law Firm of Daniel J. Sweeney &...
Title:
Paralegal and Media Rights & Permissions Specialist
Location:
Greater New York City Area
Industry:
Consumer Services
Work history:
Law Firm of Daniel J. Sweeney & Associates - White Plains, NYLegal Assistant/Paralegal in Insurance Defense Claimssince Jul 2010Futurity First Insurance Group Sales AssistantJan 2012 - Jun 2012
Financial Advisor at Futurity First Insurance Grou..

Joel Safir New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveControllerAccounts ReceivableAccounts PayableAccounts Payable SpecialistEntertainment ProfessionalEntertainerChief Information OfficerChief Operating OfficerChairpersonDirectorFinancial ManagerManagement Team ExecutiveOperations ManagerFinancial OfficerCorporate ExecutiveTechnology DirectorTechnology ManagerTechnical ManagersGeneral and Operations ManagerDirector of OperationsBachelor of ScienceRecruitment

Experience & Education

Position:
VP Controller at Mindspark Interactive Network, Inc., Independent Financial Consultant at JMS...
Title:
VP Controller at Mindspark Interactive Network, Inc.
Location:
Greater New York City Area
Industry:
Entertainment
Work history:
Mindspark Interactive Network, Inc. - White Plains, NYVP Controllersince May 2011JMS Consultative Services Independent Financial Consultantsince Jan 2010

John Moroney New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMartial Arts InstructorCorporate ExecutiveChief Executive

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Assistant Program Director at The Bushido School of Karate,...
Title:
Merrill Lynch Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - White Plains, NYFinancial Advisorsince Sep 2012The Bushido School of Karate - White Plains, NYAssistant Program Directorsince Sep 2012

Michael Sakraida Milford Center, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChief Executive

Experience & Education

Work

Company:
Coastal associates, llc
Sales, marketing and social media consulting assignments
Company:
Coastal associates, llc
Financial advisor network

Brian Vieselmeyer New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentInvestorRepresentativeCertified Nurse AideCertified Nurse PractitionerNurseNurse PractitionerFisherFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerDirector of Operations

Experience & Education

Position:
Financial Advisor at MML Investor Services LLC
Title:
Investment Specialist with MML Investors Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
MML Investor Services LLC - White Plains, NYFinancial Advisorsince May 2009Northwestern Mutual Investment Operations ManagerMay 2005 - May 2009

Cliff Gilchrist New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperWeb DesignerWebsite DeveloperSound EngineerEntertainment ProfessionalSound ArtistEntertainerMusiciansComposerGuitar PlayerMusic DirectorMusic ArtistApprenticeManagerManagement Team ExecutiveOperations ManagerAdvertising ProfessionalAdvertising Sales AgentHorse RacerRacerStudent Worker

Experience & Education

Position:
Financial Advisor at Oppenheimer & Co.
Title:
Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Oppenheimer & Co. - White Plains, NYFinancial Advisorsince Sep 2011New Castle Youth Basketball Board of Directors - New Castle, NYWeb Designer / Website MaintainceNov 2012 - Feb 2013
Skills:
Entrepreneurship, Sales, Music, Series 7, Training, Event Planning, Time Management

John Gattulli Albany, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentGuideSupervisorTour GuideManagersChairpersonChief ExecutiveCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President at Capital Education Nework, Financial Advisor at Cadaret Grant & Co. Inc
Title:
Helping clients protect wealth using relative strength to guide in the process.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Capital Education Nework Presidentsince 1995Cadaret Grant & Co. Inc - Albany NYFinancial Advisorsince 1991
Languages:
Some Itialian

Spyro Athanasoulias New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFisherDirectorOperations ManagerBookkeeper

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Location:
Greater New York City Area
Industry:
Insurance
Work history:
MassMutual Financial Group - White Plains NYFinancial Advisorsince Aug 2012Northwestern Mutual Life Field DirectorJul 2005 - Aug 2012

Anya Tyutyunik New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentPractice ManagerHealth Services ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Practice Manager at Benedict Financial Group
Title:
Practice Manager
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Benedict Financial Group - Greenwich, CTPractice Managersince Dec 2012Barnum Financial Group, An Office of MetLife - White Plains, NYFinancial Advisor and Financial Services RepresentativeOct 2011 - Dec 2012
Skills:
Retirement Planning, Annuities, Wealth Management, Securities, Fixed Annuities, Mutual Funds,...
Languages:
Russian

Gail Konstantin New York, NY

Professions & Specialties

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

Experience & Education

Position:
First Vice President - Investments at UBS Financial Services, Inc.
Title:
Financial Advisor at UBS Financial Services, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - White Plains, NYFirst Vice President - Investmentssince May 1993Donaldson, Lufkin & Jenrette - New York, NYFinancial AdvisorApr 1989 - May 1993

John Mikaelian New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Analyst at HomeServe USA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
HomeServe USA - Stamford, CTFinancial Analystsince May 2012Wells Fargo Advisors, LLC - White Plains, NYFinancial AdvisorOct 2010 - Apr 2012

Matthew Mcbride New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorSenior Vice PresidentChief ExecutiveVice PresidentMaster of ScienceSales Representative

Experience & Education

Position:
Financial Advisor at National Life Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
National Life Group - White Plains, NYFinancial Advisorsince Aug 2012MassMutual Financial Group - Montvale, NJInvestment and Insurance AdvisorJun 2011 - Aug 2012

Bill Ferris New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorRepresentativeCoordinatorAdvisorManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInstructorPedagogue

Experience & Education

Position:
Financial Advisor, Financial Services Representative, & Investment Adviser Representative at...
Title:
Financial Advisor, Financial Services Representative, & Investment Adviser Representative
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Barnum Financial Group, An Office of MetLife - White Plains, NYFinancial Advisor, Financial Services Representative, & Investment Adviser Representativesince Oct 2008New York State United Teachers (NYSUT) Education and Learning TrustAug 1981 - Dec 2010
Skills:
Retirement Planning, Investments, Wealth Management, Retirement, Equities, Mutual Funds, Portfolio...

Ernest Csak New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveFinancial Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - White Plains NYFinancial Advisorsince Dec 2011Edward Jones Financial AdvisorMar 2009 - Dec 2011

Scott Urbanski New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssistant Vice PresidentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSupporting MemberRepresentativeTeam Member

Experience & Education

Position:
Assistant Vice President, Private Client Services at Bernstein Global Wealth Management
Title:
Assistant Vice President at AllianceBernstein
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bernstein Global Wealth Management - White Plains, NYAssistant Vice President, Private Client Servicessince Jan 2004First Investors Corporation - Stamford, CTFinancial Advisor Associate/ Registered RepresentativeSep 2002 - Jan 2004

Neal Baumann New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
S.V.P./ Financial Consultant at Benjamin F. Edwards & Co.
Title:
S.V.P. at Benjamin F. Edwards & Co.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Benjamin F. Edwards & Co. - White Plains, NYS.V.P./ Financial Consultantsince Sep 2009A. G. Edwards & Sons - White Plains, NYVice President / Branch ManagerJul 1991 - Sep 2009

Geoffrey Schmits New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentNon-Profit Organization Management ProfessionalVolunteerOrganization ManagementNon-ProfitFinancial DirectorFinancial OfficerFinancial ManagerOperations ManagerManagersPublic Relations Professinal

Experience & Education

Position:
Sr. Director of Finance & Planning at The Volunteer Center of United Way
Title:
Non-Profit Organization Management Professional
Location:
Greater New York City Area
Industry:
Nonprofit Organization Management
Work history:
The Volunteer Center of United Way Sr. Director of Finance & Planningsince 2011Ricochet Public Relations - New York, New YorkFinancial Consultant2009 - 2010

Christian Arcuri New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Financial Representative at Northwestern Mutual
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Northwestern Mutual - White Plains, NYFinancial Advisorsince Aug 2001



Financial Consultants near White Plains, NY04488132176220StamfordBronxGreenwichYonkersPurchaseGreat NeckNew RochelleScarsdaleArmonkMamaroneck