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Financial Consultants in Yardley, PA

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30 results found

Gerald Coscia Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Peak performance meetings and incentives - Jamison, PA
Company:
Ameriprise, wells fargo - Yardley, PA
Financial advisor

Ryan Huck Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Ing financial partners - Philadelphia, PA
Financial advisor
Company:
Ing financial partners
Member

Gianni Scotti Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMarketing InternMarketing ProfessionalAdvertising Sales AgentCertified Nurse AideNurseNurse PractitionerStudent WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperApprenticeOperations Manager

Experience & Education

Title:
Student at University of Pittsburgh
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
ING Financial Partners - Philadelphia, PAFinance and Marketing InternMay 2011 - Aug 2011Waddell & Reed - Yardley, PAFinancial Advisor InternMay 2011 - Aug 2011

Joe Urban Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Fidelity Investments Financial Representativesince Nov 2011Edward Jones - Wayne, PAFinancial AdvisorMar 2011 - Nov 2011

Michael Weckenman Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentConstructionFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott LLC
Location:
Morrisville, Pennsylvania
Industry:
Financial Services
Work history:
Janney Montgomery Scott LLC Financial Advisorsince May 2006

Jim Rea Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Advisor at Crossgate Wealth Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Crossgate Wealth Advisors - Yardley, PAFinancial Advisorsince Jun 2007

Christopher Boutross Princeton, NJ

Professions & Specialties

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

Experience & Education

Position:
First Vice President - Investments at Wells Fargo Advisors
Title:
First Vice President - Investments
Location:
Princeton, New Jersey
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Princeton, NJFirst Vice President - Investmentssince Feb 2013Janney Montgomery Scott - Yardley, PAFinancial AdvisorJan 1985 - Feb 2013
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards Inc

Floyd Carl Philadelphia, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveSales PersonSales RepresentativeAdvisorFood serviceMaster of Business AdministrationBachelor of ScienceFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President - Financial Advisor at Stifel Nicolaus
Title:
Senior Vice President at Stifel Nicolaus
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Stifel Nicolaus Senior Vice President - Financial Advisorsince Feb 2009Church Capital Management - Yardley, PASenior Vice PresidentMar 2002 - Feb 2009

John Sellani Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveLeaderManagers

Experience & Education

Work

Company:
Pnc investments, nj territory
Financial advisor
Company:
Prudential
Vice president

Ronald Prime Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorManagerOperations Manager

Experience & Education

Work

Company:
Shrath inc
Training consultant
Company:
Jp morgan chase - Hamilton, NJ
Financial advisor

Mark Fulton Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCo-OwnerOwnerChief Executive

Experience & Education

Work

Company:
Fulton auto sales
Co-owner
Company:
Financial sales
Financial advisor

Gail Bruskof Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisorHuman Resources SpecialistRecruitmentCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
Merrill lynch/randstad
Client tax liaison/financial advisor liaison
Company:
Merrill lynch/randstad

Christopher Werner Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberManagerOperations Manager

Experience & Education

Work

Company:
Northwestern mutual - Princeton, NJ
Investment specialist/associate wealth manager
Company:
Paraplanner - Melville, NY
Financial advisor

Skills

Fluency in Microsoft Word, Excel, PowerPoint and Project, Thomson ONE, NetX360, Morningstar Advisor ...

Robert Harman Yardley, PA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Ing financial partners
Financial planner
Company:
Boenning & scattergood - Langhorne, PA
Financial advisor

Skills

MS Word, Excel

Joyce Applegate Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSecretaryRepresentativeAdministrative ClerkClerical Specialist

Experience & Education

Work

Company:
Hamilton cardiology associates - Hamilton, NJ
Medical secretary/assistant
Company:
Chop care network - Newtown, PA
Lead patient services representative / patient financial counselor

Michael Goetz Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonChief ExecutiveCustomer ServiceClient Service OfficerControllerOperations ManagerCertified AuditorFinancial Compliance ExaminerBachelor of ScienceBusiness AdministratorAutomotive SpecialistAutomotive Professional

Experience & Education

Position:
President at Michael V Goetz Agency LLC
Title:
Allstate Insurance Agency Owner
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Michael V Goetz Agency LLC - Yardley, PAPresidentsince Dec 2011Princeton BMW, Porsche, & Mini-Cooper - Princeton, NJControllerSep 2002 - Oct 2005
Financial Consultant at Frankel Associates

Kelly Willey Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSales AgentSales RepresentativeAdvisorFounderFounding MemberChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperClient Service OfficerTeam MemberMarketing ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerPsychologistField Marketing SpecialistMarketing AdministratorPsychology Specialist

Experience & Education

Position:
Licensed Pet Advisor at Petplan Pet Insurance (USA), Top Dog at Collar Cuffs, Founder at Women For...
Title:
Sales Agent at Petplan Pet Insurance (USA)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Petplan Pet Insurance (USA) - PhiladelphiaLicensed Pet Advisorsince Mar 2012Collar Cuffs Top Dogsince Aug 2011
Skills:
Investments, Insurance, Banking
Financial Advisor at Waddell & Reed

Ryan Okeefe Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial DirectorSenior DirectorFinancial OfficerFinancial ManagerSenior ManagerOperations ManagerFinisherGrinding and Polishing WorkerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCorrespondentReporterChief ExecutiveNurseNurse PractitionerSports TrainersAdvisor

Experience & Education

Position:
CFO at Always Advancing
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Always Advancing - Morrisville, PACFOsince Mar 2012Fidelity Investments Senior Director - Treasury OperationsDec 2003 - Apr 2012
Financial Advisor at MERRILL LYNCH & CO

Lawrence Master Yardley, PA

Professions & Specialties

Sales RepresentativeSales AgentSenior Vice PresidentVice PresidentChief Executive

Experience & Education

Work

Company:
Nutrisystems
Sales representative
Company:
Sovereign bank investments - Philadelphia, PA
Senior vice president

James Carlucci Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPartnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSystems AdministratorComputer Systems AdministratorComputer TechnicianComputers SpecialistComputer SpecialistBusiness Consultant

Experience & Education

Position:
Partner at Penn Wealth Advisors, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Penn Wealth Advisors, LLC Partnersince Jan 2013CoreStates Capital Advisors - Newtown, PASystems AdministratorSep 2006 - Jan 2013
Skills:
Printers, Microsoft Office, Photocopier, Telephony, Word, Laptops, Excel, Windows, Outlook,...
Financial Advisor Assistant at Wachovia Securities

Marc Segal Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial AnalystFinancial DirectorPartnerFinancial OfficerFinancial ManagerChief ExecutiveChief AccountantAccount ManagerOperations ManagerCounselorAnalystsAdvisorBiotechnology ProfessionalBiologistBiological Scientist

Experience & Education

Position:
Senior Financial Analyst at Shire Pharmaceuticals, Finance Manager at MedImmune
Title:
Senior Financial Analyst at Shire Pharmaceuticals
Location:
Greater Philadelphia Area
Industry:
Publishing
Work history:
Shire Pharmaceuticals - Wayne PASenior Financial Analystsince May 2013MedImmune - Philadelphia PAFinance Managersince Aug 2012

Adam Perkowski Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantCounselorAdvisorInformation Technology SpecialistIT SpecialistNon-ProfitIndependent ConsultantDatabase Administration ProfessionalDatabase AdministratorRelationship ManagerSales RepresentativeSales AgentAccount Service ManagerClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersChief Executive OfficerCo-OwnerAssistant Vice PresidentCorporate ExecutiveChief ExecutiveOwnerVice PresidentMarketing ManagerSenior Online LeaderInternet Marketing ManagerWeb MarketerEconomistCustomer Service

Experience & Education

Position:
Business Consultant at Springboard Media
Title:
Business Consultant
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Springboard Media - ExtonBusiness Consultantsince Nov 2012Monarch Staffing - Montgomery County, PABusines Development ConsultantJul 2012 - Nov 2012
Skills:
Project Management, Account Management, Team Building, Strategic Planning, Financial Analysis,...
Financial Advisor at CUSO

David Cornelsen Yardley, PA

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial ConsultantFinancial Services Sales AgentDirector of Business DevelopmentBusiness Development ManagerOperations ManagerSpecial Education ProfessorsSpecial Education ProfessorSecondary Education ProfessorEducation TeacherSupporting MemberManagersTeam MemberMental Health Care ProfessionalFamily PractitionerBehavioral ConsultantGeneral PractitionerDoctor of Social WelfareMaster of Social WorkPsychology SpecialistPhysicianJuristLegal Counsel

Experience & Education

Work

Company:
Brunswick mobility professionals, inc.
Director business development, the mobility mall
Company:
Philadelphia school district - Philadelphia, PA
Special education teacher

Skills

writing, speaking, training, curriculum development, counseling, teaching, supervision, case...

Joseph Latorre Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveChairpersonSenior Vice PresidentDepartment ManagerAssistant Vice PresidentDepartment SupervisorManagerOperations ManagerBachelor of ScienceAdvisor

Experience & Education

Work

Company:
Prudential financial
Vice president & division executive, annuities inforce/call center operations
Company:
Israel discount bank of new york - New York, NY
Vice president, trading operations

Lauriena Borstein Philadelphia, PA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice President of OperationsDirectorVice PresidentChief ExecutiveOperations ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President of Operations at Rita's Italian Ice
Location:
Greater Philadelphia Area
Industry:
Retail
Work history:
Rita's Italian Ice Senior Vice President of Operationssince Jan 2012Rita's Italian Ice Director of FranchisingMar 2006 - Jan 2012
Financial Advisor at Ameriprise Financial Services

Kimberly Ferretti Yardley, PA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales PersonSales Account AssociateSales RepresentativeSales ExecutiveBachelor of ArtsSales Manager

Experience & Education

Work

Company:
Wells fargo advisors - Jenkintown, PA
Complex manager's assistant
Company:
Wells fargo advisors - Yardley, PA
Branch liaison

Joe Flotteron New York, NY

Professions & Specialties

Portfolio ManagerFinancial ConsultantInvestment AnalystPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentSenior Vice PresidentVice PresidentChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Senior Vice President - Investments, The Flotteron Group at Merrill Lynch
Title:
Senior vice president at Merrill lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Yardley, PASenior Vice President - Investments, The Flotteron Groupsince Feb 2008UBS - Princeton, NJSenior Vice President-Investments1984 - 2008
Financial Advisor

Frank Serafin Mountain View, CA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerComputer Software ProfessionalSoftware DevelopersIndependent Business OwnersDoctor of PhilosophyBachelor of ScienceContractorFinancial OfficerFinancial Manager

Experience & Education

Position:
M&A Controller at SuccessFactors, Inc.
Location:
United States
Industry:
Computer Software
Work history:
SuccessFactors, Inc. M&A Controllersince Jan 2012Self-employed Independent Corporate Financial ConsultantJul 2006 - Dec 2011

Ilia Shatashvili New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAssistant CoachHead CoachSports Game CoachVolunteerNon-ProfitAdvisorAnalystsMayorCity ManagerCivil ServantAthletesDatabase Administration ProfessionalDatabase AdministratorResearch AssistantResearcherSurvey Researcher

Experience & Education

Position:
Global Markets FX Analytics at BNY Mellon
Title:
BNY Mellon
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
BNY Mellon - Greater New York City AreaGlobal Markets FX Analyticssince Oct 2012Princeton University Men's Tennis Volunteer Assistant CoachMar 2012 - Dec 2012
Languages:
Russian, French
..Products AXA Advisors Analyst/Financial Advisor

Bill Strickland Dallas, TX

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRegion ManagerVice PresidentChief ExecutiveHuman Resources SpecialistRecruitmentArea ManagerManagersSales ManagerProject ManagersProject ManagerSecurityCall Center RepresentativeAdvisorInformation OperatorCommunications Equipment OperatorInstructorPedagogueSales AgentSales RepresentativeBachelor of ScienceInformation Technology SpecialistComputer Software ProfessionalDatabase Administration ProfessionalDatabase AdministratorIT SpecialistSoftware DevelopersCustomer Service

Experience & Education

Position:
Regional Director at iVu Imaging Corporation
Location:
Dallas/Fort Worth Area
Industry:
Medical Devices
Work history:
IVu Imaging Corporation - Fort Worth, TXRegional Directorsince Jan 2007Digital Information Systems Group - Thousand Oaks, CAVP Western RegioinOct 2004 - Dec 2006
Skills:
Solution Selling, Enterprise Software, SaaS, Medical Devices, Channel, Key Account Management, Key...


Financial Consultants near Yardley, PA07881,5762,3643,1523,940PhiladelphiaPrincetonTrentonPenningtonMount LaurelLanghorneBensalemFort WashingtonSouthamptonBurlington



Financial Consultants around Yardley, PA

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Burlington  (10)
Chesterfield  (4)
Columbus  (3)
Florence  (1)
Furlong  (2)
Kingston  (1)
Langhorne  (22)
Levittown  (3)
Moorestown  (6)
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New Hope  (8)
Pennington  (53)
Philadelphia  (3,937)
Princeton  (142)
Riverside  (6)

Financial Consultants in Pennsylvania

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Financial Consultant  (30)