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Financial Consultants in Yonkers, NY

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43 results found

Benjamin Siegel New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentMaster of Business AdministrationFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPartnerChief ExecutiveBachelor of Fine ArtsBachelor of ScienceMarketing ManagerGraphic Design SpecialistDesign ManagerGraphic DesignerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail SalespersonHelp Desk AnalystComputer OperatorWebsite DeveloperSystems Support SpecialistSupport SpecialistsComputers SpecialistComputer SpecialistAnalystAnalystsLicensed Real Estate BrokerProperty ManagerReal Estate ManagerInternet Marketing ManagerWeb Marketer

Experience & Education

Title:
MBA
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Rudman Cannon Financial Advisors - New York, NYRegistered Financial AdvisorFeb 2011 - Oct 2012Ardor Financial - New York, New YorkFounding Partner2011 - 2012
Skills:
Series 65, Email Marketing, Web Design, User Interface Design, Art Direction, Digital Strategy,...

Molly Finnegan Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvisor

Experience & Education

Work

Company:
Cardinal health
Medical customer profitability - financial advisor
Company:
Nuclear pharmacy services
Financial planning & analysis, advisor

Niall Rafferty Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentControllerAccounting BookkeeperBookkeeperMaster of Business AdministrationBachelor of Business AdministrationVice PresidentChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Bicycle music company
Controller
Company:
The economist group - New York, NY
Financial consultant

Raziq Seabrook Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBachelor of ScienceAnalystsStudent WorkerOperations Manager

Experience & Education

Work

Company:
Rbc capital markets
Syndication specialist
Company:
Edward d. jones & co., l.p. - St. Louis, MO
Financial advisor trainee

Skills

Microsoft Office Suite, Legislative Research & Analysis, Legal Writing, Pivot Tables, Financial ...

Michael Hennessy Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerCertified Public AccountantControllerAccounting BookkeeperBookkeeperMaster of Business AdministrationJuris DoctorUnix AdministratorSystems AdministratorComputer Systems Administrator

Experience & Education

Title:
Financial Executive, CPA MBA
Location:
Bronxville, New York
Industry:
Accounting
Work history:
ABM Facility Services Finance Director2006 - 2012ABM Facility Services Director ControllerJan 2001 - Jan 2012
Senior financial advisor in HVAC division

Sijo Philip Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystBillerAdministrative AssociateAdministrative ClerkClerical SpecialistBachelor of ScienceMarketing ProfessionalAdvertising Sales AgentBehavioral ConsultantPsychology Specialist

Experience & Education

Work

Company:
New york presbyterian hospital - New York, NY
Financial analyst
Company:
Axa advisors - New York, NY
Financial consultant

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

Dyango Baez Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentData Entry SpecialistData ScientistCounselorAdvisorPosting ClerkBillerHealthcare Support

Experience & Education

Work

Company:
Bronx lebanon hospital - Bronx, NY
Medical billing/coding specialist and data entry
Company:
Morris heights health center
Medical biller and financial counselor

Skills

Superior customer service skills Extensive knowledge in all aspects of medical billing- charges,...

Paul Vega Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial AnalystCounselorAdvisor

Experience & Education

Work

Company:
Humana inc. - New York, NY
Ar consultant
Company:
Ipacesetters - Montvale, NJ
Financial consultant

Skills

Proficient in MS Word, Excel & PowerPoint, Novice in Access, Pivot Tables & V Look-up ...

Damien Harpur Yonkers, NY

Professions & Specialties

Financial ConsultantStock BrokerFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalAccounting ClerkFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInsurance Examining ClerkClaims ExaminerCertified Nurse AideNurseNurse Practitioner

Experience & Education

Work

Company:
Woods sweetman - Dublin
Accounting clerk
Company:
Irish public bodies mutual insurances ltd - Dublin, CA
Insurance claims clerk

Skills

Team work, Computer skills, Phone Etiquette

Joseph Bernava Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCredit AnalystLoan AccountantManagerOperations Manager

Experience & Education

Work

Company:
Axa advisors, llc
Financial consultant
Company:
Gmac - New York, NY
Senior credit analyst

Matthew Rivera Bronx, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveTax ConsultantTax AccountantJudicial Law Clerk

Experience & Education

Work

Company:
Hsbc securities (usa) inc - Bronx, NY
Vice president & financial advisor
Company:
Gilman ciocia - Bronx, NY
Financial and tax consultant

Skills

Bilingual: English/Spanish

Matthew Killip Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerBachelor of ScienceOperations ManagerVice PresidentChief ExecutiveSales Engineering SpecialistSales Engineer

Experience & Education

Work

Company:
Wells fargo advisors, llc
Financial advisor
Company:
Anex global partners, llc - New York, NY
Principal

Skills

Microsoft Office

Aarif Mohiuddin Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSales RepresentativeSales Agent

Experience & Education

Work

Company:
Morgan stanley - Purchase, NY
Financial consultant
Company:
Market source - Yonkers, NY
Account sales representative for hewlett packard

Skills

Microsoft Office, Excel, PowerPoint, Outlook, Word, Windows, Mac.

Diana Umana Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperTutorIndependent Business OwnersStudent WorkerManagers

Experience & Education

Work

Company:
Strategic consulting services - New York, NY
Financial consultant
Company:
Professional tutoring service - New York, NY
Private tutor

Skills

Management, Sales, Consulting, Laboratory Research, Microsoft Office, MATLAB, C#, Arduino,...

John Mellon Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentOutside Sales RepresentativeSales PersonSales RepresentativeTeam LeaderManagerOperations ManagerInstructorPedagogueBachelor of ArtsSports Game CoachManagers

Experience & Education

Work

Company:
Adp
Outside sales rep
Company:
Axa advisors, llc - Woodbridge, NJ
Financial advisor/sales/operations assistant

Thomas Rossman Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerChief ExecutiveCorporate ExecutiveRegional Sales ConsultantSales RepresentativeArea ManagerManagers

Experience & Education

Work

Company:
D1 international group
Managing partner
Company:
Al osaimi real estate and investments
Financial consultant

Thomas Rossman Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerPartnerChief ExecutiveCorporate ExecutiveRegional Sales ConsultantSales RepresentativeArea ManagerManagers

Experience & Education

Work

Company:
D1 international group
Managing partner
Company:
Al osaimi real estate and investments
Financial consultant

Patricia Harry Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBusiness ManagerControllerOperations ManagerSupervisorAdvisorManagersFinancial Compliance ExaminerAuditorHuman Resources SpecialistRecruitmentBachelor of Science

Experience & Education

Work

Company:
Inner city broadcasting corporation broadcast holdings, inc - New York, NY
Business manager/controller
Company:
Robert half international, millennium promise alliance, inc - New York, NY
Financial consultant

Shirley Henriquez Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagersPsychologistPsychology SpecialistAdvisorInspector

Experience & Education

Work

Company:
Westchester medical center
Supervisor financial counseling dept.(promoted)
Company:
Westchester medical center - Valhalla, NY
Medicaid financial counselor

Paul Peters Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerAccount Service ManagerSenior Customer Service RepresentativeClient Service OfficerBachelor of Business AdministrationBusiness AdministratorContractorCustomer ServiceIndependent Business Owners

Experience & Education

Work

Company:
Chase investment services, inc - White Plains, NY
Investment manager
Company:
Financial advisor - Mount Vernon, NY
Financial advisor

Arnold Palefsky Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalysts

Experience & Education

Work

Company:
Western beef retail, inc
Financial advisor
Company:
Beloro international
Consignment analyst

Patrick Fisher Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBilling CoordinatorBilling RepresentativePosting ClerkBiller

Experience & Education

Work

Company:
Ut southwestern medical center - Dallas, TX
Financial counselor
Company:
Ut southwestern medical center - Dallas, TX
Billing coordinator

Skills

Proficient in Epic, OAS Gold, IDX, and FHS Clear Quote * Superior interpersonal communication skills

John Asturizaga Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Gorriti real estate and legal support
Accounting clerk
Company:
Intermerchant securities llc - New York, NY
Financial consultant

Torsten Schimanski Yonkers, NY

Professions & Specialties

Sports TrainerSports TrainersBusiness ConsultantAdvisorTrainer

Experience & Education

Work

Company:
Financetainment
Business trainer & coach
Company:
Bap bankpartner ag - Ahlen, GER
Business consultant

Skills

Content Design, Process Development, Sales Development, Sales Leadership, Sales Methodology &...

Edwin Senbergs Yonkers, NY

Professions & Specialties

Collections SpecialistCollectorRepossessorFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveTax ConsultantFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperAttorney At LawLawyersOperations Manager

Experience & Education

Position:
TAX CONSULTANT/ FINANCIAL SERVICES at 2010 BENEFITS CONSULTING GROUP
Title:
Owner, Benefits Consulting Group
Location:
Yonkers, New York
Industry:
Financial Services
Work history:
2010 BENEFITS CONSULTING GROUP TAX CONSULTANT/ FINANCIAL SERVICESsince May 2011Benefits Consulting Group OwnerJan 2000 - Nov 2011
FINANCIAL CONSULTANT at NEW YORK ADVISORY GROUP

Maddie Chandran New York, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentManaging PartnerBusiness Development ManagerPartnerChief ExecutiveOperations ManagerCustomer RelationsMarketing ManagerCustomer ServiceClient Service OfficerBusiness Development AssociateBusiness ManagerConstructionFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBranch ManagerMarket Research AnalystField Marketing Specialist

Experience & Education

Position:
Managing Partner at r6catalyst
Title:
Managing Partner, Business Strategist at r6catalyst
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
R6catalyst Managing Partnersince 2011STV - Greater New York City AreaBusiness Development Manager2008 - 2011
Skills:
Strategic Planning, Brand Development, Marketing Communications, Business Strategy, New Business...
Languages:
English, Hindi, Russian, Telugu
Senior Financial Advisor at Magellan Financial Planning K..

Shelley Ephraim Yonkers, NY

Professions & Specialties

Equity TraderTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief Executive

Experience & Education

Work

Company:
Hold brothers capital, llc
Equity trader
Company:
Kaufman bros., lp - New York, NY
Vice president - institutional equity sales / business development

Jean Joseph Yonkers, NY

Professions & Specialties

AppraiserEstimatorFinancial AnalystSupporting MemberTeam Member

Experience & Education

Work

Company:
Colonial valuations
Appraiser associate/ colonial appraisals
Company:
Liquid properties - NY, N.Y., US
Real estate broker

Jennifer Katritos New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentVice President of FinanceVice PresidentChief ExecutiveFinancial OfficerFinancial ManagerOperations ManagerCertified Public AccountantControllerAccounting BookkeeperBookkeeperSenior AssociateBiotechnology ProfessionalBiologistBiological ScientistEntertainment ProfessionalEntertainerOrganization ManagementSupporting MemberTeam Member

Experience & Education

Position:
Vice President of Finance at Curemark, LLC, Advisory Council Member at Afya Foundation
Title:
Vice President Finance, Curemark, LLC
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Curemark, LLC - Rye, New YorkVice President of Financesince Jul 2009Afya Foundation - Yonkers, NYAdvisory Council Membersince Mar 2013
Financial Consultant at Jennifer W Katritos

Eugene Sidoti New York, NY

Professions & Specialties

SurgeonPlastic SurgeonMedical Practice ProfessionalSurgical SpecialistReconstructive SurgeonMedical PractitionerDirectorOwnerChairpersonOperations ManagerChief ExecutiveDoctor of MedicineAssociate ProfessorLecturerPostsecondary TeacherCommissionerMediatorHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Director of the Center for Congenital Craniofacial Care at Jacobi Medical Center, Co-Director of...
Title:
Co-Director of the Cranio-maxillofacial Surgery Institute (CSI) at Jacobi Medical Center
Location:
Greater New York City Area
Industry:
Medical Practice
Work history:
Jacobi Medical Center - Bronx, NYDirector of the Center for Congenital Craniofacial Caresince Jan 2013Jacobi Medical Center - Bronx, NYCo-Director of the Cranio-maxillofacial Surgery Institute (CSI)since Jun 2013
Financial Advisor at Elim Group

Robert Hashim Yonkers, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorManagerOperations ManagerNotary PublicNotaryLawyersBachelor of Business AdministrationAssociate in Applied ScienceDatabase Administration ProfessionalDatabase Administrator

Experience & Education

Work

Company:
501 marble ave. restaurant corp
General manager
Company:
Index iq - Rye Brook, NY
Internal wholesaler

Skills

Proficient user of Microsoft Office Suite; Salesforce; Concierge; Netx360; Bloomberg Terminal;...

Pedro Montano Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentBookkeeperCertified Public AccountantAccounting BookkeeperChief AccountantControllerAccount ManagerIndependent Business OwnersContractorInstallerInstallation ExpertService TechnicianMaintenance and Repair WorkerBachelors in Business Administration

Experience & Education

Work

Company:
Financial advisory management
Full charge bookkeeper
Company:
Jay horowitz & co - New York, NY
Cpa

Sam Khazary Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveAssistant Vice PresidentFounderManaging PartnerFounding MemberPartnerEntrepreneurApprenticeSupporting MemberTeam MemberManagersResearch AssociateResearch SpecialistResearch ScientistBachelor of ScienceStudent Worker

Experience & Education

Work

Company:
American realty capital properties, inc. / rcs capital corporation
Vice president, investment banking
Company:
Oppenheimerfunds, inc - New York, NY
Investment specialist, investment services group

Stephen D'Ambrosio Yonkers, NY

Professions & Specialties

ExecutiveHuman Resources SpecialistRecruitmentSupporting MemberTeam MemberAccounts ReceivableCharge AuthorizerCredit AnalystLoan Accountant

Experience & Education

Work

Company:
Insearch worldwide
Associate
Company:
Amscan inc - Elmsford, NY
Accounts receivable credit clerk

Skills

Have recruited across: Finance, Marketing, Digital Marketing, Technology, Risk, Fraud, Analytics,...

Dorothea Kelly Yonkers, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBranch ManagerField Marketing SpecialistMarketing AdministratorMarketing ManagerOperations Manager

Experience & Education

Work

Company:
Citibank
Branch manager
Company:
Sovereign bank
Branch manager of the hyannis branch

Skills

Securities License [] Health and Life Insurance

Alice Bennett New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAuditorOffice AssistantOffice ClerkClerical SpecialistAdvisorChief Administrative OfficerOperations ManagerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
Enrollment
Billing auditor
Company:
New york university - New York, NY
Executive assistant

Mark Soliman Yonkers, NY

Professions & Specialties

Financial Services Sales AgentAdvisorVice PresidentChief ExecutiveMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Work

Company:
Jp morgan chase
Private client advisor
Company:
Wells fargo advisors
Vice president of investments

Skills

Series 7, Series 66, Life and Health Insurance , NMLS ID 1134908

Jeffrey Pezzuti Yonkers, NY

Professions & Specialties

Financial Services Sales AgentControllerFinancial DirectorFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
Psl group america, ltd
Corporate controller
Company:
Euro rscg ww pr - New York, NY
Chief financial officer

Stephanie Viviano Yonkers, NY

Professions & Specialties

Data Entry SpecialistData ScientistAnalystShift SupervisorAnalystsShift ManagerManagers

Experience & Education

Work

Company:
Amalgamated life
Data entry/analyst
Company:
Cvs/pharmacy - Yonkers, NY
Shift supervisor

Joseph Disanto Yonkers, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorMaster of Business AdministrationBachelor of Business AdministrationFinancial OfficerFinancial Manager

Experience & Education

Work

Company:
The leukemia & lymphoma society
Consultant
Company:
Various
Consultant - agency assignments

Dimitriy Nikolskiy Brooklyn, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystSupporting MemberAnalystAdvisorAnalystsTeam MemberModelPartnerChief ExecutiveAgentSales AgentSales RepresentativeOrganization ManagementOperations ManagerSports TrainersStudent WorkerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Platform Business Analyst at On Deck Capital, Inc.
Location:
Brooklyn, New York
Industry:
Banking
Work history:
On Deck Capital, Inc. Platform Business Analystsince Nov 2012On Deck Capital, Inc. Strategic Project AssociateNov 2011 - Nov 2012
Languages:
Russian
..order to suggest trades to the senior financial advisor

Latoya Colbourne Norfolk, VA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdministrative CoordinatorClerical SpecialistPatient Navigation CoordinatorPatient Support RepresentativeHealthcare SupportTraining and Coaching ProfessionalKindergarten TeacherLead TeacherProfessional Development TeacherKindergarten TeachersEducatorEducation ProfessionalInstructorAdministrative ClerkSchool PrincipalTeaching AssistantSchool AdministratorEducational ManagerChief Executive

Experience & Education

Title:
Administrative Coordinator / Transitional Care Coordinator at Triad Training and Consulting Services
Location:
Norfolk, Virginia Area
Industry:
Professional Training & Coaching
Work history:
Triad Training and Consulting Services - Norfolk, VAAdministrative Coordinator / Transitional Care CoordinatorJul 2006 - Mar 2013First Presbyterian Preschool - Norfolk, VAKindergarten TeacherAug 2005 - Jun 2006
..administrative support for principal financial advisor


Financial Consultants near Yonkers, NY03,1606,3209,48012,64015,800New YorkBronxWhite PlainsNew RochelleTeaneckEnglewoodScarsdaleMount VernonMamaroneckElmsford



Financial Consultants around Yonkers, NY

Alpine  (1)
Bergenfield  (4)
Bronx  (150)
Closter  (2)
Cresskill  (3)
Dumont  (3)
Elmsford  (8)
Englewood  (17)
Harrison  (7)
Hartsdale  (7)
Haworth  (1)
Larchmont  (4)
Mamaroneck  (12)
Mount Vernon  (12)
New Rochelle  (26)
New York  (15,799)
Norwood  (2)
Orangeburg  (2)
Piermont  (2)
Scarsdale  (14)
Tappan  (2)
Teaneck  (23)
Tenafly  (1)
White Plains  (77)

Financial Consultants in New York

Sub-specializations

Financial Consultant  (43)