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Financial Consultants in Massachusetts

Financial Consultants in Woburn, MA

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31 results found

Dawn Bronson Woburn, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Counselor • Advisor • Administrative Clerk • Clerical Specialist • Marketing Professional • Advertising Sales Agent • Army Lieutenant Colonel • Bachelor of Science • Psychologist • Computer Software Professional • Software Developers • Mathematician • Special Education Professors • Educator • Education Professional • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Woburn, Massachusetts
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jul 2011Avion Energy Energy Broker/ConsultantOct 2010 - Jul 2011
Skills:
Public Speaking, Long Term Relationship Building, Personal Financial Planning, Retirement Planning, ...
Languages:
French
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Brian Foley Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Manager • Corporate Executive • Chief Executive • Operations Manager • Investor • Supporting Member • Team Member • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Managing Director at Lighthouse Capital, LLC
Title:
Managing Director - Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lighthouse Capital, LLC - Quincy, MAManaging Directorsince Oct 2012Bay Colony Partners - Woburn, MAAssociate Wealth Manager, Retirement Plan SpecialistAug 2010 - Oct 2012
Full Profile

John Colorusso Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Financial Director • Senior Manager • Financial Officer • Operations Manager • Independent Contractor • Contractor • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Auditor • Independent Business Owners • Chief Executive • Software Developers • Computer Consultant • IT Consultant

Experience & Education

Position:
Financial Consultant at Self Employed
Title:
Senior Financial Manager
Location:
Greater Boston Area
Industry:
Pharmaceuticals
Work history:
Self Employed - Woburn, MAFinancial Consultantsince 2012AMAG Pharmaceuticals - Lexington, MADirector of FinanceJul 2006 - Nov 2011
Full Profile

Peter Milillo Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Sports Trainer • Sports Trainers

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Title:
Northwestern Mutual
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 2006Northwestern Mutual - Woburn MAField DirectorSep 2010 - Jan 2012
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

Michael Krasco Boston, MA

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Partner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor / Partner at Erwin, Gresci, Krasco & Prue Financial Group
Title:
Independent Financial Services Representative
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Erwin, Gresci, Krasco & Prue Financial Group - Woburn, MASenior Financial Advisor / Partnersince Jan 2009Ameriprise Financial Services, Inc. Financial Advisor1999 - Dec 2008
Full Profile

David Neafus Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • General and Operations Manager • Director of Operations • Operations Manager • Vice President

Experience & Education

Position:
CFO at Intrinsic Therapeutics, CFO at Geneius, CFO at Illuminoss Medical Inc., CFO at Wingu,...
Title:
Part time CFO for hire
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Intrinsic Therapeutics - Woburn, MACFOsince Dec 2012Geneius - Greater Boston AreaCFOsince Oct 2012
Skills:
Start-ups, Mergers, IPO, Turn Around Management, Finance, Venture Capital, SEC filings, Due...
Financial Advisor at Broad Institute
Full Profile

Joseph Santo Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Representative • Bartender • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager • Construction Administrator • Construction Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Financial Consultant at Receivable Management Corporation, Realtor / Broker at Mere-Stone...
Title:
Financial Consultant at Receivable Management Corporation
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Receivable Management Corporation - Woburn, MAFinancial Consultantsince Jul 2012Mere-Stone Development - Boston MetrowestRealtor / Brokersince Jun 2008
Skills:
Flights, Customer Service, Financial Reporting, Sabre, Training, Project Management, Aviation,...
Full Profile

Philip Proulx Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Head Chef • Chef • Food Preparer • Food Preparation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Associate at Money Concepts Financial Planning Center, Executive Chef at Brookhaven at Lexington
Title:
Associate at Money Concepts Financial Planning Center
Location:
Greater Boston Area
Industry:
Hospitality
Work history:
Money Concepts Financial Planning Center - Chelmsford, MAAssociatesince Apr 2011Brookhaven at Lexington Executive Chefsince Nov 2010
Languages:
French
I am now an independent financial advisor with a Money Concepts Financial..
Full Profile

Ayman Muneer Woburn, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Auditor • Chief Accountant • Account Manager

Experience & Education

Work

Company:
Dynamic innovations, amman, jordan
Auditor & financial consultant
Company:
Trade union insurance company
Chief accountant
Full Profile

Patrick O'connor Woburn, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Life solutions group
Vice president
Company:
Concord wealth management - Waltham, MA
Financial advisor
Full Profile

Vladimir Babiuc Woburn, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts

Experience & Education

Work

Company:
Agc partners
Winter analyst - investment banking
Company:
Morgan stanley - Boston, MA
Financial advisor - wealth management
Full Profile

Audrey Thomas Woburn, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Engineering Technician • Technicians

Experience & Education

Work

Company:
Nxstage medical
Engineering technician i
Company:
National consumer resource center - Coconut Creek, FL
Financial consultant
Full Profile

Jane Delgiorno Woburn, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Administrator • Manager • Marketing Manager • Operations Manager • Physician • Dean • Higher Education Professional • School Administrator • Educational Manager • PR and Communications Professional • Public Relations Professinal • Account Service Manager • Client Service Officer • Customer Service • Brand Planner • Advertising Professional • Brand Representative • Advertising Sales Agent • Student Worker • Volunteer • Security • Organization Management • Public Relations Specialist • Senior Customer Service Representative • Bachelor of Arts • Water Transportation Worker • Editing Professional • Writing and Editing Professional • Writer and Editor • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Marketing Communications Manager at Wright State University
Location:
Turkey
Industry:
Public Relations and Communications
Work history:
Wright State University - Dayton, Ohio AreaMarketing Communications ManagerApr 2012 - Jul 2012Eric Mower + Associates/Strata-G - Cincinnati AreaAccount SupervisorSep 2011 - Apr 2012
Financial Advisor
Full Profile

Richardson Bosquet Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Sales Agent • Trader • Capital Markets Professional • Sales Account Associate • Client Service Officer • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Manager • Customer Service • Consumer Goods Professional • Commodities Clerk • Chairperson • Vice President • Treasurer • Marketing Manager • Project Managers • Chief Executive • Financial Officer • Financial Manager • Operations Manager • Representative • Peer Counselor • Project Manager • Business Administrator • Counselor • Web Marketer • Advertising Professional • Internet Marketing Manager • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Student Advisor • Counselor Education Professor • Educational Counselor • Secretary • Bachelor of Science

Experience & Education

Position:
Sales Associate / Customer Service Rep at Just Energy
Title:
Sales Associate / Customer Service Rep. at Just Energy
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Just Energy - Boston, MASales Associate / Customer Service Repsince Dec 2012Back to the Roots LLC - Boston, MABrand AmbassadorNov 2012 - Dec 2012
Skills:
Social Media, Social Media Marketing, Strategic Planning, Advertising, Online Marketing, SEO,...
Languages:
English, French, Haitian Creole, Spanish
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile

Gary Deasi Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Co-Owner • Director • Owner • Chief Executive • Operations Manager • Marketing Administrator • Advertising Professional • Advertising Sales Agent • Creative Director • Art Director • Copywriter • Publicity Writer • Author • Marketing Professional • Web Marketer • Entertainer • Student Worker • Sales Representative • Database Administration Professional • Database Administrator • Software Developers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Marketing Manager at SmartBear Software, Co-Owner/Creative Director/Copywriter at adverTunes LLC
Title:
Marketing Manager at SmartBear Software
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
SmartBear Software - Beverly, MAMarketing Managersince Sep 2012AdverTunes LLC Co-Owner/Creative Director/Copywritersince Dec 2009
Financial Advisor Magazine
Full Profile

Andy Andreatta Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Apprentice • Representative • Supervisor • Security • Managers • Client Service Officer • Tutor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Arts • Student Worker

Experience & Education

Position:
IFS Operations Specialist, Associate 2 at State Street
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
State Street - Greater Boston AreaIFS Operations Specialist, Associate 2since Jan 2013State Street - Greater Boston AreaIFS Operations Specialist, Associate 1Jun 2012 - Jan 2013
Skills:
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Research, Customer Service, ...
Certifications:
June 2013 CFA Level 1 Candidate, CFA Institute
Mentoring under a Financial Advisor and Vice President of the Manche..
Full Profile

Karla Paxton Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Business Administrator • Team Member • Managers • Chief Executive • Management Team Executive • Compliance Manager • Fiduciary • Trust Law Attorney • Lawyers • Bachelor of Science • Computer Software Professional • Software Developers

Experience & Education

Position:
Senior Consultant at ByAllAccounts
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
ByAllAccounts - Woburn, MASenior Consultantsince Mar 2008New England Private Wealth Assoc. - WellesleyCOO/CCO2005 - 2007
..and innovator in the independent financial advisor industry since its founding in 1..
Full Profile

Abhijit Kurup Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Summer Associate • Law Specialist • Paralegal • Lawyers • Judicial Law Clerk • Juris Doctor • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Services Administrator • Medical Services Manager • Health Services Manager • Operations Manager

Experience & Education

Position:
Summer Associate at Seward & Kissel LLP
Location:
Greater Boston Area
Industry:
Law Practice
Work history:
Seward & Kissel LLP - Greater New York City AreaSummer Associatesince May 2013State Street - Boston, MASummer AssociateJul 2012 - Aug 2012
Skills:
Criminal Law, Legal Writing, Legal Research, Westlaw
Financial Advisor at Tax & Financial Group
Full Profile

Leanne Cooper Reading, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Credentialing Coordinator • Work Force Services • Counselor • Membership Advisor • Advisor • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Distribution Specialist at Sentinel Benefits & Financial Group
Location:
Reading, Massachusetts
Industry:
Financial Services
Work history:
Sentinel Benefits & Financial Group - Reading, MADistribution Specialistsince Nov 2012Beacon Health Strategies - Woburn, MAProvider Relations Data/Credentialing specialistFeb 2012 - Nov 2012
*Address shareholder and financial advisor inquiries regarding products
Full Profile

Mathieu Olivier Woburn, MA

Professions & Specialties

Sports Trainer • Sports Trainers • Volunteer • Non-Profit

Experience & Education

Work

Company:
Uconn
Property management
Company:
Athletic evolution
Assistant/volunteer strength and conditioning athletic trainer
Full Profile

Joseph Vaughn Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Manager • Computer Network Consultant • Computer Consultant • IT Consultant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Construction • Advisor • Market Research Analyst • Operations Manager

Experience & Education

Position:
Account Manager/Business Development at PPI Research
Title:
Research
Location:
Boston, Massachusetts
Industry:
Computer Networking
Work history:
PPI Research - Woburn, maAccount Manager/Business Developmentsince Jan 2012Basement Technologies Franchise Development & ConsultingJun 2011 - Apr 2012
Financial Advisor at HRBFA
Full Profile

Jonathan Speen Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Data Entry Specialist • Data Scientist • Office Assistant • Business Administrator • Office Clerk • Clerical Specialist • Market Analyst • Web Marketer • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Psychologist • Marketing Manager • Operations Manager • Psychology Specialist

Experience & Education

Position:
Integrations Associate at Shoebuy.com
Location:
Greater Boston Area
Industry:
Internet
Work history:
Shoebuy.com - BostonIntegrations Associatesince 2011Speen & Company, Inc - Woburn, MAWarehouse AssistantJan 2005 - Oct 2011
Skills:
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word, Customer Service,...
Full Profile

Joe Chase Boston, MA

Professions & Specialties

Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Financial Manager • Owner • Chief Executive • Philanthrope • Non-Profit • Operations Manager • Organization Management • Team Member • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Student Worker • Lawyers

Experience & Education

Position:
Investment Analyst at Lake Street Advisors, LLC, Co-owner at Kappa Properties, LLC
Title:
Investment Analyst at Lake Street Advisors
Location:
Boston, Massachusetts
Industry:
Investment Management
Work history:
Lake Street Advisors, LLC - BostonInvestment Analystsince Aug 2012Kappa Properties, LLC - Jacksonville, FloridaCo-ownersince Dec 2010
Skills:
Bloomberg Terminal, Investment Strategies, Equity Research, Bloomberg, Portfolio Management, Excel, ...
Languages:
French
Worked with financial advisor to reduce portfolio risk through..
Full Profile

Kate Gola Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Director • Deputy Director • Operations Manager • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Business Administrator • Managers • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Director of Financial Analysis and Planning at SBLI of Massachusetts
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
SBLI of Massachusetts - Woburn, MADirector of Financial Analysis and Planningsince Oct 2012The Hartford - Hartford, CTAssistant DirectorDec 2011 - Oct 2012
Financial Consultant at MassMutual Financial Group
Full Profile

Myles Dudley Boston, MA

Professions & Specialties

Managing Partner • Manager • Vice President • Partner • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Partner at Pinnacle Private Wealth
Title:
Managing Partner at Pinnacle Private Wealth LLC.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Pinnacle Private Wealth - 100 Trade Center, Suite 600, Woburn, MA 01801Managing Partnersince Jun 2009Smith Barney Vice PresidentNov 2008 - May 2009
Financial Advisor at Banc of America Investments
Full Profile

Kevin Meisinger Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Director • Manager • Operations Manager • Customer Service • Environmental Remediation Engineering Technician • Environmental Remediation Engineer • Environmental Engineer • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Software Developers

Experience & Education

Position:
Licensing Director at Twins Enterprise
Title:
Licensing Director
Location:
Greater Boston Area
Industry:
Apparel & Fashion
Work history:
Twins Enterprise - Greater Boston AreaLicensing Directorsince Mar 2007Concord Industries - Greater New York City AreaLicensing & Trademark ManagerOct 2001 - Mar 2007
Languages:
English
Financial Advisor at Waddell & Reed
Full Profile

Florencio Platon Woburn, MA

Professions & Specialties

Senior Advisor • Advisor • Banking Center Manager • Banking Manager • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Brooks international
Senior consultant
Company:
Bank of america, n.a - Reading, MA
Banking center manager
Full Profile

Gergana Spasova Woburn, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service Associate • Client Service Officer • Bachelor of Science • Customer Service

Experience & Education

Work

Company:
Brown brothers harriman
Operations specialist
Company:
Star gas
Buckley heating and cooling- internship

Skills

Personal Financial Advisor
Full Profile

Megan Sullivan Chicago, IL

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Marketing Intern • Advertising Sales Agent • Marketing Professional • Counselor • Office Assistant • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Advisor • Office Clerk • Clerical Specialist • Nanny • Childcare Workers • Bachelor of Arts • High School Diploma • Entertainment Professional • Entertainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Assistant Digital Strategist at Omnicom Media Group
Title:
Assistant Digital Strategist - OMD
Location:
Chicago, Illinois
Industry:
Marketing and Advertising
Work history:
Omnicom Media Group Assistant Digital Strategistsince Sep 2012MTV Networks - NYCIntegrated Marketing InternJun 2011 - Aug 2011
Managed financial advisor calendar
Full Profile

Chip Becker Hingham, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Human Resources Specialist • Recruitment • Operations Manager • Pilot • Air Transportation Worker • Bachelors Degree • Consumer Goods Professional • Commodities Clerk • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Account Manager at PrimePay, President at Becker Financial Services, Inc.
Title:
President at Becker Financial Services, Inc.
Location:
Hingham, Massachusetts
Industry:
Investment Management
Work history:
PrimePay - Woburn, MAAccount Managersince Apr 2012Becker Financial Services, Inc. - HinghamPresidentsince Aug 2010
Financial Consultant at Shearson Lehman
Full Profile

Financial Consultants near Woburn, MA09161,8322,7483,6644,580BostonCambridgeWalthamNewtonAndoverBurlingtonLexingtonWatertownLynnPeabody


Financial Consultants around Woburn, MA

Andover  (40)
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Bedford  (10)
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Billerica  (15)
Boston  (4,577)
Burlington  (34)
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Chelsea  (4)
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Lexington  (28)
Lynn  (17)
Malden  (16)
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Melrose  (9)
Middleton  (4)
Newton  (62)
Peabody  (17)
Reading  (14)
Saugus  (4)
Somerville  (14)
Tewksbury  (4)
Wakefield  (12)
Waltham  (107)
Watertown  (18)
Wilmington  (11)
Winchester  (7)

Financial Consultants in Massachusetts

Sub-specializations

Financial Associate  (2)
Financial Consultant  (31)