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Financial Management Analysts in New York

Financial Management Analysts in Albany, NY

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Here is a complete list of most local Financial Management Analysts in Albany, NY.

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121 results found

Neal Solomon Albany, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Chief Executive Officer • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Marketing Manager • Corporate Executive • Chief Executive • Branch Manager • Field Marketing Specialist • Marketing Administrator • Counselor • Leader • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analysts • Trust Law Attorney • Lawyers • Health Professional • Health Practitioner

Experience & Education

Position:
Chief Financial Officer at Hearing Care Resources, LLC, Member Board of Directors SFA Holdings,...
Location:
Albany, New York Area
Industry:
Investment Management
Work history:
Hearing Care Resources, LLC Chief Financial Officersince Jul 2009The Strategic Financial Alliance, Inc. (Member FINRA/SIPC) Member Board of Directors SFA Holdings, Inc., Independent Branch Manager, securities offered throughsince Jan 2005
Skills:
CERTIFIED FINANCIAL PLANNER(TM), Professional, Chartered Financial Consultant, Chartered Life...
Full Profile

Andrew Pleat Albany, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Puchasing and Estimating Manager • Philanthrope • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Financial Manager

Experience & Education

Position:
Financial Advisor at UBS
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
UBS Financial Advisorsince Feb 2007The Ayco Company Senior Financial Planner2003 - 2007
Skills:
Establishing sound Investment Portfolios, Financial Planning, Retirement Income Planning, Insurance ...
Full Profile

Amy Orourke Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Sales Manager

Experience & Education

Position:
Senior Loan Consultant at Homestead Funding Corp.
Title:
Senior Loan Consultant at Homestead Funding Corp
Location:
Albany, New York Area
Industry:
Banking
Work history:
Homestead Funding Corp. - Albany NYSenior Loan Consultantsince Jul 2012Home Mortgage Network, LLC - Latham NYLicensed Senior Loan ConsultantMay 2008 - Jul 2012
Skills:
Mortgage Lending, FHA, Refinance, VA, Mortgage, Purchase, Mortgage Industry, First Time Home...
Full Profile

Kyle Simmons Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Representative • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Managers • Sales Agent • Sales Representative • School Administrator • Educational Manager • Operations Manager

Experience & Education

Position:
Associate Financial Representative at Northwestern Mutual
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Albany, New York AreaAssociate Financial Representativesince Mar 2013Wealth Advisory Group LLC - Albany, New York AreaFinancial PlannerJan 2012 - Mar 2013
Full Profile

Laurie Bonser Albany, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Financial Manager • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Concierge • Customer Service • Financial Officer • Non-Profit • Advisor

Experience & Education

Position:
Senior Financial Planner, VP, Key Private Bank at KeyBank
Title:
CFP, CPA, and Planning Innovator
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
KeyBank - Albany, NYSenior Financial Planner, VP, Key Private Banksince Apr 2012People's United Bank Relationship Manager and Certified Financial Planner, VPJan 2011 - Apr 2012
Certifications:
Certified Public Accountant
Certified Financial Planner
Full Profile

David Rath Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Senior Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Wealth Management Advisor at Northwestern Mutual
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Albany, New York AreaAssociate Wealth Management Advisorsince Mar 2012Ayco Company Financial PlannerOct 2009 - Mar 2012
Skills:
Asset Allocation, Investment Strategies, Investments, Series 7, Wealth Management, Securities,...
Certifications:
Series 7
Series 66
Full Profile

Christopher Nuss Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk • Management Team Executive • Operations Manager

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Wealth Management Advisorsince 2002The Ayco Company, L.P. Senior Financial Planner2000 - 2002
Skills:
To learn about my specialties, visit my website http://www, christophernuss, com
Full Profile

Christopher Nuss Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk • Management Team Executive • Operations Manager

Experience & Education

Position:
Wealth Management Advisor at Northwestern Mutual Financial Network
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Wealth Management Advisorsince 2002The Ayco Company, L.P. Senior Financial Planner2000 - 2002
Skills:
To learn about my specialties, visit my website http://www, christophernuss, com
Full Profile

Michele Waite Albany, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician • Language Specialist • Chief Executive

Experience & Education

Work

Company:
The ayco company, l.p., a goldman sachs company
Senior financial planner
Company:
The college of saint rose student association - Albany, NY
Financial advisor

Skills

QuickBooks Pro, Blackboard, Microsoft Office Software, Languages: American Sign Language
Full Profile

John Dineen Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounts Receivable Clerk • Accounts Receivables Specialist • Accounts Receivable • Clerk • Apprentice • Clerical Specialist • Bachelor of Science • Chief Executive • Student Worker

Experience & Education

Work

Company:
The ayco company
Financial planner
Company:
Mabey's moving and storage
Full Profile

Erin Santspree Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Planner at Goldman Sachs
Location:
Albany, New York Area
Industry:
Investment Banking
Work history:
Goldman Sachs Financial Planner
Full Profile

Robin Davey Albany, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Manager

Experience & Education

Position:
Financial Planner at AXA Advisors, LLC
Title:
CPA, CFP®, CLU
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC Financial Plannersince 2003McDonald's Corporation Regional Controller1994 - 2001
Full Profile

Janice Colvin Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Project Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Project Managers • Chief Executive • Client Service Officer • Customer Service • Senior Manager • Services Professional • Sales and Service Specialist • Sales Representative • Systems Support Specialist • Support Specialists • IT Specialist

Experience & Education

Title:
Project Manager
Location:
Albany, New York Area
Industry:
Telecommunications
Work history:
ATI Capital Group, Inc. Research & Development Project ManagerJan 2006 - Oct 2010ICS Telephones Customer Service Representative/TrainerJan 2005 - Sep 2005
Full Profile

Brad Zupp Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Entertainer • Entertainment Professional • Chairperson • Chief Executive • Customer Service • Client Service Officer • Bookkeeper

Experience & Education

Position:
President at Simply Sensible Entertainment, Inc.
Title:
Entertainer
Location:
Albany, New York Area
Industry:
Performing Arts
Work history:
Simply Sensible Entertainment, Inc. Presidentsince Nov 1980A.G. Edwards & Sons, Inc. Financial PlannerJul 2005 - Feb 2008
Full Profile

Rodney Smith Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Dean • Higher Education Professional • School Administrator • Educational Manager • Orderly • Psychology Specialist • Recruitment • Human Resource Administrator • Human Resources Specialist • Human Resources Generalist • Human Resource Manager • Partner • Chief Executive • Psychologist • Respiratory Therapist • Operations Manager • Accounting Bookkeeper • Bookkeeper • Sports Trainers • Childcare Workers

Experience & Education

Position:
Dean of Students at Green Tech Charter High School
Location:
Albany, New York Area
Industry:
Education Management
Work history:
Green Tech Charter High School Dean of Studentssince Jul 2009The Ayco Company, L.P., a Goldman Sachs Company Senior HR Administrator, Liaison Mngr, Financial PlannerMar 1998 - Jul 2009
Full Profile

John Gigliello Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Adjunct Instructor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Planner at Albany Financial Group (Self-employed), Adjunct Faculty, Department of Finance ...
Title:
Financial Planner at Albany Financial Group
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Albany Financial Group - 80 Wolf Road, Albany, NY 12205Financial Plannersince Nov 2003Siena College Adjunct Faculty, Department of Financesince Sep 2000
Full Profile

Gina Phillips Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accountant

Experience & Education

Position:
Accountant / Financial Planner at The SHALOM Group Inc.
Location:
Albany, New York Area
Industry:
Accounting
Work history:
The SHALOM Group Inc. Accountant / Financial Planner
Full Profile

John Gigliello Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Adjunct Instructor • Lecturer • Postsecondary Teacher • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative

Experience & Education

Position:
Financial Planner at Albany Financial Group (Self-employed), Adjunct Faculty, Department of Finance ...
Title:
Financial Planner at Albany Financial Group
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Albany Financial Group - 80 Wolf Road, Albany, NY 12205Financial Plannersince Nov 2003Siena College Adjunct Faculty, Department of Financesince Sep 2000
Full Profile

Olivia Mussett Albany, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Financial Manager • Customer Service

Experience & Education

Position:
Financial Planner at Arista Wealth Advisors
Title:
Certified Financial Planner at Arista Wealth Advisors
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Arista Wealth Advisors Financial Plannersince Apr 2006Curran Investment Management Relationship ManagerApr 2002 - Mar 2006
Full Profile

Tara Brettholtz Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Quality Control & Training Officer at The Ayco Company, L.P.
Title:
Quality Control & Training Officer
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Quality Control & Training Officersince Apr 2004State Employees' Federal Credit Union Financial PlannerJul 2000 - Apr 2004
Full Profile

Terry Kennelly Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner
Location:
Albany, New York Area
Industry:
Financial Services
Full Profile

Elijah Goodman Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaSenior Financial Plannersince Jul 2011The Ayco Company, L.P. Financial PlannerJul 2010 - Jul 2011
Full Profile

Denise Riedy Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Senior Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Full Profile

Kristin Macdonald Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist • Operations Manager • Organization Management • Law Specialist • Judicial Law Clerk • Student Lawyer • Lawyers • Researcher • Survey Researcher • Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P., Race Chair - Saratoga at Colon Cancer Coalition ...
Title:
Financial Planner at The Ayco Company, L.P, A Goldman Sachs Company
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaSenior Financial Plannersince Aug 2010Colon Cancer Coalition - Get Your Rear in Gear Race Chair - Saratogasince Sep 2009
Full Profile

Jeffrey Church Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Pension Administrator • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits

Experience & Education

Position:
Financial Planner / Financial Services Rep. at MetLife Financial Services
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
MetLife Financial Services Financial Planner / Financial Services Rep.Strategic Pension Services Pension AdministratorSep 2005 - Jul 2006
Full Profile

Jeremy Winig Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Representative • Client Service Officer • Customer Service • Technology Director • Technology Manager • Technical Managers • Operations Manager

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Senior Financial Plannersince May 2011State Farm Insurance Account RepresentativeJan 2009 - May 2011
Full Profile

Scott Davidoff Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Articled Clerk • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Attorney/ Financial Planner at Scott S. Davidoff, Esq.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Scott S. Davidoff, Esq. Attorney/ Financial Planner
Full Profile

Jim Young Albany, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Government Administration Professional • Operations Manager • Community Service Manager • Sports Trainers

Experience & Education

Position:
Financial Planner at Saratoga Strategic Planning
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Saratoga Strategic Planning - Saratoga Springs, NYFinancial Plannersince Jul 2010First Investors Financial AdvisorFeb 2008 - Jun 2010
Languages:
French
Full Profile

David Kaminski Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Senior Executive Financial Planner at The Ayco Company, L.P.
Title:
Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Latham, NYSenior Executive Financial Plannersince Jun 2005
Skills:
Investments, Tax, Financial Planning, Retirement Planning, Estate Planning, Series 7, Excel,...
Full Profile

Tom Ball Albany, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Entertainer

Experience & Education

Position:
Financial Advisor at CAPITAL FINANCIAL PLANNING (Sole Proprietorship)
Title:
Financial Advisor at CAPITAL FINANCIAL PLANNING
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
CAPITAL FINANCIAL PLANNING - Albany, New York AreaFinancial Advisorsince Dec 2012AXA Advisors Financial PlannerFeb 2012 - Oct 2012
Full Profile

Darrick Priester Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Marketing Strategist at The Ayco Company, L.P.
Title:
Senior Marketing Analyst at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaSenior Marketing Strategistsince Nov 2009The Ayco Company, L.P. - Albany, NYSenior Financial PlannerFeb 2007 - Sep 2011
Skills:
Estate Planning
Full Profile

Bryant Nikodem Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Manager at The Ayco Company
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company Account Managersince Jan 2012The Ayco Company, L.P. Executive Financial PlannerJan 2011 - Jan 2012
Full Profile

Tristan Mccarthy Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Title:
Investment Education Consultant at Fidelity Investments
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Fidelity Investments - Albany, NYInvestment Education ConsultantJun 2012 - Mar 2013The Ayco Company Senior Financial PlannerMay 2005 - May 2012
Full Profile

Christopher Madej Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Automotive Professional

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaSenior Financial Plannersince Oct 2009MetLife - Latham, NYFinancial Planner2008 - 2009
Skills:
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Series 63, Investments, Strategic...
Full Profile

Brad Zupp Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Creative Director • Entertainer • Entertainment Professional • Art Director • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Creative Director at Brad Zupp, Entertainer
Location:
Albany, New York Area
Industry:
Entertainment
Work history:
Brad Zupp, Entertainer Creative Directorsince Nov 1980A.G. Edwards & Sons, Inc. Financial PlannerJul 2005 - Feb 2008
Full Profile

Jason Bays Albany, NY

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Market Research Analyst • Government Service Executive • Government Administration Officer • Civil Servant • Recruitment

Experience & Education

Position:
Financial Advisor at VALIC
Title:
Financial Advisor at Valic Financial Advisors, Inc.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
VALIC Financial Advisorsince Sep 2009MetLife Financial Services Financial PlannerAug 2007 - Sep 2009
Skills:
Retirement Planning, Strategic Financial Planning, Retirement, Estate Planning, Investments, Wealth ...
Languages:
French
Full Profile

Jason Blair Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner and Team Leader at The Ayco Company, L.P. at The Ayco Company, L.P.
Title:
Financial Planner and Team Leader at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaFinancial Planner and Team Leader at The Ayco Company, L.P.since Feb 2007
Certifications:
Series 7
Series 66
Full Profile

Kimberly Russ Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Leader • Team Member • Managers • Team Leader • Operations Manager • Research Assistant • Researcher • Survey Researcher

Experience & Education

Position:
Financial Planner/Team Leader at The Ayco Company
Title:
Senior Tax Associate at BST Advisory Network
Location:
Albany, New York Area
Industry:
Accounting
Work history:
The Ayco Company Financial Planner/Team Leadersince Oct 2007CL King & Associates Research Assistant2005 - 2007
Full Profile

Patrick Ganley Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Financial Plannersince Oct 2007Guardian Loan Company Mortgage Sales TrainerNov 2005 - Aug 2007
Skills:
Management, Budgets, Investments, Insurance, Financial Analysis, Retirement
Full Profile

Lysa Mcmahon Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President - Client Operations at Bender Lane Advisory, LLC
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Bender Lane Advisory, LLC Senior Vice President - Client Operationssince May 2009The Ayco Company, L.P. Senior Executive Financial PlannerMay 1997 - May 2009
Full Profile

Jason Greene Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Position:
Financial Analyst/Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Latham, NYFinancial Analyst/Financial Plannersince Jun 2011DirectBuy, Inc. - Latham, NYSales AssociateMay 2009 - May 2011
Full Profile

Meredith Yund Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Survivor • Reality Show

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P. A Goldman Sachs Company
Title:
Financial Analyst at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. A Goldman Sachs Company Senior Financial Plannersince Jun 2011The Ayco Company, L.P. Financial AnalystJun 2009 - Jun 2011
Full Profile

Dave Reilly Albany, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at The Ayco Company, L.P.
Title:
Financial Planner at AYCO
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Financial Plannersince May 2010AXA Equitable Financial Advisor2008 - 2010
Skills:
Retirement Planning, Series 7, 401k, Mutual Funds, Financial Advisory
Full Profile

Paul Morehouse Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager of Business Operations at AAA Hudson Valley
Title:
Financial Planner
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
AAA Hudson Valley Manager of Business Operationssince Nov 2007Northeast Health AccountantFeb 2004 - Nov 2007
Full Profile

Stephen Augstell Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager

Experience & Education

Position:
Financial Planner and Northeast Team Lead at Key Private Bank
Title:
Financial Planner
Location:
Albany, New York Area
Industry:
Banking
Work history:
Key Private Bank Financial Planner and Northeast Team Leadsince Jan 2009
Full Profile

Derek Gray Albany, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Ayco Company
Title:
Financial Planner at The Ayco Company
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Ayco Company Financial ConsultantPhoenix Client service2002 - 2006
Full Profile

Carole Roseman Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Large Financial Services Co, Cousin at Fields/Persch Dynasty
Title:
Financial Planner at Large Financial Services Co
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Large Financial Services Co Financial PlannerFields/Persch Dynasty Cousinsince 2009
Full Profile

Steve Augstell Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Team Leader • Operations Manager

Experience & Education

Position:
Financial Planner and Northeast Team Lead at Key Private Bank
Title:
Financial Planner
Location:
Albany, New York Area
Industry:
Banking
Work history:
Key Private Bank Financial Planner and Northeast Team Leadsince Jan 2009
Full Profile

Mike Hastings Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Planner at The Ayco Company
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company Senior Financial Plannersince Apr 2008
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Matthew Lawson Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Executive Financial Planner at The Ayco Company
Title:
Executive Financial Planner
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company Executive Financial Plannersince May 2006
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Financial Management Analysts near Albany, NY0246SchenectadyNewtonvilleTroy