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Financial Consultants in Worcester, MA

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57 results found

Gina Lorusso Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLicensed Real Estate BrokerProperty ManagerReal Estate ManagerOffice AssistantOffice ClerkClerical SpecialistSales RepresentativeOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Title:
Real Estate Agent
Location:
Worcester, Massachusetts
Industry:
Real Estate
Work history:
Managed Wealth Strategies Office ManagerSep 2011 - Mar 2012Managed Wealth Strategies - Northboro, MAOffice ManagerSep 2011 - Feb 2012
Service and operational support for a Financial Advisor

Andrew Wilkin Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberAdministrative AssociateManagersTeam MemberAdministrative ClerkClerical SpecialistBachelor of ScienceGeneral Education

Experience & Education

Work

Company:
Charter oak financial - Holyoke, MA
Financial advisor
Company:
New york life insurance - Worcester, MA
Financial advisor

Anthony Zelayandia Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeApprenticeSewerEmployee Placement SpecialistRecruitmentStudent Worker

Experience & Education

Work

Company:
John hancock financial services - Boston, MA
Enrollment and consolidation specialist
Company:
Baystate financial services - Worcester, MA
Registered representative & financial advisor

Skills

FINRA Series 6 and Series 63 certified, Life, Health Insurance Licenses in MA, CT, TX, MS Word,...

David Brouilette Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationBusiness AdministratorSupporting MemberTeam MemberProperty ManagerReal Estate ManagerPhysicianOperations Manager

Experience & Education

Work

Company:
United states postal service - Fitchburg, MA
Vehicle operations maintence assistant
Company:
United states postal service
Financial advisor

Quan Lieu Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business AdministrationHospital Care ProfessionalHealth ProfessionalHealth PractitionerManagers

Experience & Education

Position:
Independent Financial Consultant at Primerica, Patient Administration at MetroWest Medical Center
Title:
Independent Financial Consultant
Location:
Worcester, Massachusetts
Industry:
Financial Services
Work history:
Primerica - Oxford, MaIndependent Financial Consultantsince Feb 2012MetroWest Medical Center Patient Administrationsince Oct 2010
Languages:
Khmer, Spanish, Vietnamese, English

Eric Brose Boylston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvertising Sales Agent

Experience & Education

Position:
Vice President at Fidelity Bank
Title:
VP at Fidelity Bank, Financial Consultant for Infinex Investments
Location:
Boylston, Massachusetts
Industry:
Financial Services
Work history:
Fidelity Bank - Worcester, MAVice Presidentsince Sep 2012Sovereign Bank - Shrewsbury, MAVice PresidentJan 2004 - Nov 2012

Kenneth Wood Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperChief ExecutiveOperations Manager

Experience & Education

Position:
SVP and Financial Advisor at North Pointe Wealth Management
Location:
Worcester, Massachusetts
Industry:
Financial Services
Work history:
North Pointe Wealth Management - Worcester MASVP and Financial AdvisorCoburn & Meredith, Inc. - Worcester MASVP_ Financial AdvisoryNov 2001 - Mar 2013

Hovig Charchaflian Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFounderFounding MemberChief ExecutiveSchool PrincipalSchool AdministratorEducational ManagerSales RepresentativeSoftware DeveloperSoftware DevelopersData Entry SpecialistData ScientistTeam Member

Experience & Education

Work

Company:
Textworks compositional consulting
Founder & principal
Company:
Morgan stanley smith barney - New York, NY
Financial advisor

Skills

Languages: Armenian - Fluent, French - Intermediate, Spanish - Beginner, Programming Languages:...

Lisa Casillo Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent ConsultantCounselorAdvisorIT SpecialistCivil Servant

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Worcester, Massachusetts
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Dec 2009The Traveling Vineyard Independent Consultant2006 - 2009

Emma Wu Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTeaching AssistantEducational Assistant Teacher

Experience & Education

Work

Company:
Worcester polytechnic institute
Teaching assistant
Company:
Standard chartered bank (china) ltd
Personal financial consultant assistant

Skills

IT Skills: SPSS, Word, Excel (Pivot Table), PowerPoint E-Views, Adobe Photoshop

Jane Mitchell Uxbridge, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations Manager

Experience & Education

Position:
Financial Advisor at Jane Mitchell Financial Services
Title:
Financial Advisor, Jane Mitchell Financial Services
Location:
Uxbridge, Massachusetts
Industry:
Financial Services
Work history:
Jane Mitchell Financial Services - Uxbridge, MAFinancial Advisorsince Aug 2011W. B. Smith Companies - Grafton, MAFinancial AdvisorFeb 2001 - Jul 2011

James Mastro Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentProgram DirectorOperations ManagerBusiness AdministratorManagersComputational ScientistComputer ScientistsBachelor of Science

Experience & Education

Work

Company:
National grid
Uiplanner program manager
Company:
The pentad group - Wellesley, MA
Senior financial consultant

Diminga Njie Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistMarketing ManagerMarketing Administrator

Experience & Education

Work

Company:
Blue ocean properties
Office/marketing manager
Company:
Standard chartered bank gambia limited
Personal financial consultant

Nan Li Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistBachelor of EngineeringMaster of ScienceComputational ScientistSoftware DeveloperSoftware DevelopersComputer ScientistsMediatorStudent Worker

Experience & Education

Work

Company:
Mathematical science department
Office assistant
Company:
China merchants bank
Financial consultant

Skills

Programming Languages: R, C, C++, Matlab, python, SQL, PHP, Latex.
Software: Word, Excel,...

Michael Moylan Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Counselor at FMS Debt Relief
Location:
Worcester, Massachusetts
Industry:
Financial Services
Work history:
FMS Debt Relief Financial Counselorsince May 2012

Crystal Gao Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentApprenticeRepresentativeStudent WorkerAdministrative Medical AssistantMedical Support AssistantHealth Support WorkerHealthcare Support

Experience & Education

Work

Company:
The hongkong and shanghai banking corporation limited
Intern, representative assistant (beijing sub-branch)
Company:
Martin luther king - Worcester, MA
Financial consultant

Skills

Computer, Communication, Financial Analysis, Accounting,

Atique Mirza Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAssociate ProfessorLecturerPostsecondary TeacherBookkeeperAccount ManagerOperations ManagerFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Graduate and undergraduate
Adjunct professor
Company:
Various international airlines
Financial consultant for the airline industry

Skills

CPA License from Texas State Board of Public Accountancy

Diminga Njie Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOffice AssistantOffice ClerkClerical SpecialistMarketing ManagerMarketing Administrator

Experience & Education

Work

Company:
Blue ocean properties
Office/marketing manager
Company:
Standard chartered bank gambia limited
Personal financial consultant

Brenna Dealmeida Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentEmployee Benefits DirectorBenefits ManagerCompensations and Benefits

Experience & Education

Work

Company:
Umass memorial medical center
Patient financial counselor
Company:
Edward kennedy community health center
Benefits coordinator

Adrian Ramirez Worcester, MA

Professions & Specialties

LifeguardLife GuardConstruction WorkerConstruction SpecialistConstruction Laborer

Experience & Education

Work

Company:
Boston centers for youth and families - Boston, MA
Lifeguard
Company:
Boston centers for youth and families - Boston, MA
Construction worker

Greg Golden Spencer, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirect Support ProfessionalCustomer Service Technical RepresentativeCustomer Service AssociateClient Service OfficerMaterial HandlerExplosive TechnicianOrganization ManagementLaborerExplosives WorkerCustomer ServiceOperations ManagerInternational AffairsManagersAdvisorManagerBachelor of ScienceHospital Care ProfessionalHealth Services AdministratorMedical Services ManagerHealth Services ManagerHealth ProfessionalHealth PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSpecial Education ProfessionalSpecial Education Professors

Experience & Education

Position:
Material Handler at BC Industries
Title:
Direct Support Professional at Seven Hills Foundation
Location:
Spencer, Massachusetts
Industry:
Nonprofit Organization Management
Work history:
BC Industries - Oxford, MAMaterial Handlersince Oct 2011Seven Hills Foundation - Worcester, MADirect Support ProfessionalOct 2010 - Sep 2011
FINANCIAL ADVISOR at New England Financial

Charles Atkins Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPolicy Processing SpecialistAnalystPolicy AnalystAnalystsTeam MemberBachelor of ScienceClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Blue cod technologies
Policy processing specialist, business process outsourcing
Company:
Interbay funding, llc
Senior appraisal assistant/ jr. analyst

William Dussault Worcester, MA

Professions & Specialties

Loan ProcessorLoan OfficerLoan OfficersPortfolio ManagerFinancial Services ProfessionalFinancial Services Sales AgentInvestment AnalystPuchasing and Estimating ManagerAuditorMortgage UnderwriterInsurance ProfessionalManagerOperations ManagerFinancial Manager

Experience & Education

Work

Company:
Spillane and costa (the bank of
Loan processor, auditor
Company:
Digital credit union - Marlboro, MA
Loan processor (temporary)

Stephen Renn Worcester, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentReal Estate AppraiserAnalystAnalystsTeam MemberBachelor of Science

Experience & Education

Work

Company:
New england commercial realty advisors
Commercial real estate appraiser
Company:
Liberty mutual insurance - Dover, NH
Compliance analyst

Christian Boyle Worcester, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsApprenticeResearch AnalystResearch AssistantResearcherSurvey ResearcherBachelor of ArtsProject ManagersStudent Worker

Experience & Education

Work

Company:
Monster worldwide, inc
Senior competitive intelligence analyst
Company:
Monster worldwide, inc - Maynard, MA
Competitive intelligence analyst

Marc Cohen Worcester, MA

Professions & Specialties

Loan OfficerFinancial ConsultantLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentSpecial Projects ManagerProject ManagersSupervisorManagersOperations ManagerDirector of OperationsClient Service OfficerCustomer Service

Experience & Education

Work

Company:
The home depot
Sales and lead generation
Company:
Enterprise cleaning corporation
Sales and special project manager

Sulleyman Braimah Worcester, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentTeam LeaderOperations ManagerBusiness AdministratorDoctor of PhilosophyMaster of Business AdministrationAssociate of Arts

Experience & Education

Work

Company:
Workleader
Company:
Army reserve 3-313 logistic suport battallion(lsb)
Team leader

James O'brien Worcester, MA

Professions & Specialties

Outside Sales RepresentativeClient ManagerSales RepresentativeClient Service OfficerAssistant Vice PresidentVice PresidentChief ExecutivePremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantCustomer Service

Experience & Education

Work

Company:
Rescom exteriors - Auburn, MA
Outside sales representative
Company:
Bank of america
Assistant vice president, premier client manager

Matthew Lamoureux Worcester, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant Property ManagerProperty ManagerReal Estate ManagerAdministrative AssociateAdministrative ClerkClerical SpecialistStudent Worker

Experience & Education

Work

Company:
Dolben company
Assistant property manager
Company:
Umass admissions office
Gpa calculator

Michael Luchini Boston, MA

Professions & Specialties

TraderFinancial ConsultantCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInstructorPedagogueFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagers

Experience & Education

Position:
Trader at Converge
Location:
Greater Boston Area
Industry:
Computer Hardware
Work history:
Converge Tradersince May 2007Wealth Planning Group - Waltham, MA & Paramus, NJFinancial AdvisorApr 2004 - Mar 2007

Keith Reardon Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-FounderFounderFounding MemberChief ExecutiveAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Co-Founder at Commonwealth Consulting Group, LLC
Title:
Commonwealth Consulting Group, Co-Founder
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commonwealth Consulting Group, LLC - Worcester, MACo-Foundersince Jun 2009Ameriprise Financial Financial AdvisorSep 2005 - Feb 2009
Skills:
E-commerce, Loyalty Programs, ACH, EFT, Gift Cards, Retail, Small Business, Non-profits, Electronic ...

Brian Pelczarski Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccounts ReceivableFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCounselorAdvisor

Experience & Education

Position:
Manager at Commonwealth Consulting Group, LLC, Financial Advisor at North Pointe Investment Partners
Title:
Commonwealth Consulting Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commonwealth Consulting Group, LLC - Worcester, MAManagersince May 2009North Pointe Investment Partners Financial Advisorsince Feb 2009

Richard Dale Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveOperations ManagerFinancial OfficerFinancial ManagerMusiciansMedical Support AssistantHealth Support WorkerHealthcare SupportAthletesRacer

Experience & Education

Position:
Independant Financial Consultant at Boylston Management Consulting
Title:
Independant Financial Consultant operating as Boylston Management Consulting
Location:
Greater Boston Area
Industry:
Management Consulting
Work history:
Boylston Management Consulting Independant Financial Consultantsince Jan 2013Lawrence R. McCoy & Co., Inc President & CEOJan 2010 - Dec 2012

Deborah Mcdonnell Boston, MA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperManagement Team ExecutiveOperations Manager

Experience & Education

Position:
CFP®, VP Wealth Management, Financial Advisor at Morgan Stanley
Title:
CFP®, VP, Financial Advisor - Morgan Stanley
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley - Worcester, MA.CFP®, VP Wealth Management, Financial Advisorsince Jul 2002Merrill Lynch - Worcester, MAVice President InvestmentsSep 1986 - Jul 2002
Certifications:
CERTIFIED FINANCIAL PLANNER ™, College of Financial Planning

Charles Dowd Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCoordinatorContractorManagersBuilderConstruction SpecialistConstruction LaborerFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperVice PresidentChief ExecutiveSales ManagerOperations ManagerSales RepresentativeParamedic

Experience & Education

Position:
Credit / SOS Coordinator at Lowe's Corporation
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lowe's Corporation Credit / SOS Coordinatorsince Apr 2011Bartholomew & Company - Worcester, MAVice President, Financial ConsultantJun 1998 - May 2010
Certifications:
FINRA Series 7, 63, 65, & 24., FINRA
Life, Accident & Health Insurance Licensed, Commonwealth of Massachusetts

Derek Happy Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor and Registered Representative at New England Securities, Financial Representative ...
Title:
Financial Advisor / Registered Representative at New England Securities
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New England Securities - 1 West Boylston Street, Suite 101 Worcester MA 01609Financial Advisor and Registered Representativesince Jan 2012Baystate Financial Services - Worcester, MAFinancial Representativesince Jun 2011
Skills:
Insurance, Investments, Customer Service, Retirement Services, Health Insurance, Disability...

Mark Palmerino Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Partner, Senior Financial Consultant at CCR Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
CCR Wealth Management Partner, Senior Financial Consultantsince Aug 2003Morgan Stanley Financial ConsultantApr 2001 - Sep 2003

Keith Cornish Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentChairpersonChief Executive OfficerChief ExecutiveCorporate ExecutiveEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonOperations ManagerManagersTechnical SpecialistTechnical Support SpecialistsIT Specialist

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Worcester, MAFinancial Advisorsince Jan 2012Continental Resources Vice President of Test & MeasurementJan 2006 - Jul 2009

John Cooney Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Vice President at Cobblestone Financial Advisors
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Cobblestone Financial Advisors Vice Presidentsince Oct 2010Morgan Stanley Smith Barney Financial AdvisorJul 2009 - Oct 2010

Kudzai Bwerinofa New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness AnalystIndependent ContractorAnalystAnalystsContractorMaster of Business AdministrationFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Business Analyst at Self-Employed
Title:
Business Analyst | Client Relations | Financial Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Self-Employed Business AnalystAfrican Community Education - Worcester, MAFinance AssistantMay 2012 - Dec 2012
Languages:
English, Zulu, Shona, Ndebele, North, Spanish

Ryan Balon Providence, RI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief Executive

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
Financial Advisor with UBS Financial Services Inc.
Location:
Providence, Rhode Island Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - Worcester , MAFinancial Advisorsince Sep 2012ClearPath Wealth Management - 170 Westminster StreetPartnerDec 2008 - Sep 2012

Jimmy Schementi New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Design EngineerHead EngineerEngineering ManagerComputer Software ProfessionalJavaScript DeveloperC# DeveloperSoftware DevelopersSoftware DeveloperSenior AssociateCounselorSupporting MemberTeam MemberAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperComputer Network ProfessionalComputers SpecialistComputer SpecialistComputer ScientistsTechnical SpecialistTechnical Support SpecialistsClerical SpecialistOperations ManagerProject ManagersStudent WorkerEntertainer

Experience & Education

Position:
Senior Engineer at Moven
Location:
Greater New York City Area
Industry:
Computer Software
Work history:
Moven - New York, NYSenior Engineersince Oct 2012Lab49 - New York, NYSenior Associate ConsultantAug 2010 - Oct 2012
Skills:
C#, Ruby, Python, Compilers, HTML, JavaScript, User Interface Design
..all technical aspects of their Financial Advisor system

Ferol Smith Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDirectorManagerOperations ManagerOrganization ManagementChief ExecutiveBusiness AdministratorLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Position:
Director of the Massachusetts Assistive Technology Loan Program at Easter Seals Massachusetts,...
Title:
Director of the Assistive Technology Loan Program at Easter Seals
Location:
Greater Boston Area
Industry:
Nonprofit Organization Management
Work history:
Easter Seals Massachusetts - Worcester, MADirector of the Massachusetts Assistive Technology Loan Programsince Sep 2010Easter Seals Massachusetts - Worcester, MAOperations Data Managersince Aug 2006
Financial Advisor at Church Street Financial/ Nash..

Bob Sweet Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing DirectorPartnerDirectorChief ExecutiveOperations ManagerSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperUnderwriterCustomer ServiceBachelor of ArtsMathematicsMathematician

Experience & Education

Position:
Director of Marketing at Smith Companies, Ltd.
Title:
Director of Marketing at Smith Companies, Ltd. - A Capitas Partner
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Smith Companies, Ltd. Director of Marketingsince Jun 2013Smith Companies, Ltd. - a Partner of Capitas Financial Associate Director of MarketingJan 2003 - Jun 2013
Skills:
Competitive Intelligence, Marketing, Insurance, Sales, Strategic Planning, Business Planning, New...
Certifications:
MSFS - Master of Science in Financial Services, The American College
ChFC - Chartered Financial Consultant, The American College

Eric Smith Boston, MA

Professions & Specialties

Solutions AdvisorOperations AssociateAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCustomer ServiceClient Service OfficerOperations ManagerStudent Worker

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Edge - Worcester, MAFinancial Solutions Advisorsince May 2012Investors Capital - Lynnfield, MASr. Operations AssociateSep 2009 - May 2012
Financial advisor Intern at Flagship Financial LLC

Kathy Mirick Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveControllerDirectorFinancial DirectorChief Executive OfficerOperations ManagerFinancial OfficerFinancial ManagerCorporate ExecutiveCertified Public AccountantAccounting BookkeeperBookkeeperAdvisor

Experience & Education

Position:
Controller at i-parcel, LLC
Title:
Vice President at Sam Powersports Inc.
Location:
Greater Boston Area
Industry:
Accounting
Work history:
I-parcel, LLC Controllersince Oct 2012Sam Powersports, Inc. - Worcester, MAVice President, Finance and AdministrationMay 2012 - Oct 2012

Peter Gauthier Woonsocket, RI

Professions & Specialties

Human Resources SpecialistRecruitmentNurseLicensed Practical NurseHospital Care ProfessionalNurse PractitionerCertified Nurse PractitionerHealth ProfessionalHealth PractitionerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Healthcare Recruiter at Maxim Healthcare Services
Title:
Healthcare Recruiter
Location:
Woonsocket, Rhode Island
Industry:
Hospital & Health Care
Work history:
Maxim Healthcare Services - Worcester, MAHealthcare Recruitersince Jun 2011American Senior Living - Woonsocket, RIMaintenanceNov 2005 - Jun 2011
Financial Advisor at John Hancock Life Insurance C..

Mark Witt Boston, MA

Professions & Specialties

Area Sales ManagerRegional Sales ConsultantSales RepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Regional Sales Manager at Santander Investment Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Santander Investment Services - Greater Boston AreaRegional Sales Managersince Oct 2012CCO Investments, Citizens Bank Senior Regional Sales ManagerOct 2008 - Nov 2012
Financial Consultant at Investment Services at Sov..

David Mcfarland Boston, MA

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorDB AdministratorDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Position:
Financial Analyst II at Graduate Leverage dba GL advisor
Title:
Financial Analyst at Graduate Leverage/GL Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Graduate Leverage dba GL advisor - Waltham, MAFinancial Analyst IIsince Jun 2009EMC - Hopkinton, MAEquity Financial AnalystJun 2008 - Jun 2009
Skills:
Financial Analysis, Pricing, Accounting, Financial Modeling, Marketing
Financial Advisor at Ameriprise Financial

Adam Fernald Lansing, MI

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentTraderCapital Markets ProfessionalAdministrative AssociateConstructionAdministrative ClerkClerical SpecialistData Entry SpecialistData ScientistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSales ManagerSales DirectorManagerOperations ManagerSupporting MemberSenior AdvisorOffice AssistantPlannerTeam MemberAdvisorOffice ClerkCertified Public AccountantSales PersonConsumer Goods ProfessionalCommodities ClerkHuman Resources SpecialistRecruitmentProperty ManagerReal Estate Manager

Experience & Education

Title:
Student at University of Phoenix
Location:
Lansing, Michigan Area
Industry:
Financial Services
Work history:
Keller Williams Real Estate - East Lansing, MichiganAdministrative AssistantMar 2010 - Oct 2010Live Sports Radio - East Lansing, MichiganSales ManagerDec 2009 - Oct 2010
Skills:
Advertising, Promotions, Selling, Scheduling, Customer Relations, Retail, Customer Service, Social...
Financial Advisor Network,FAN,



Financial Consultants near Worcester, MA0612182430FraminghamHopkintonShrewsburyLeominsterMilfordAuburnSouthboroughOxfordNorthboroughHudson