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Financial Management Analysts in New York

Financial Management Analysts in New York, NY

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250 results found

Dinora Rabines New York, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • International Affairs

Experience & Education

Title:
Client Financial Management Analyst at Accenture
Location:
Greater New York City Area
Industry:
International Affairs
Languages:
English, Spanigh
Full Profile

Louis Barton New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Counselor • Advisor • Analysts • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Business Administrator • Model • Director • Senior Manager • Operations Manager • Project Managers • Advocate • Jurist • Legal Counsel • Master of Business Administration • Mathematics • Mathematician • Computer Software Professional • Software Developers • Independent Business Owners • School Administrator • Educational Manager

Experience & Education

Position:
Senior Planning Analyst; New York, NY at Con Edison
Title:
Senior Planning Analyst at Con Edison of New York
Location:
Greater New York City Area
Industry:
Utilities
Work history:
Con Edison Senior Planning Analyst; New York, NYsince Feb 2011Independent Consultant Independent Energy Consultant & Financial Planner/AdvisorJul 2009 - Jan 2011
Full Profile

Phillip Ridgway New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Region Manager • Operations Manager • Planner • Area Manager • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Manager • Chief Executive • Corporate Executive • Advisor

Experience & Education

Position:
Director/Financial Planner at Bridgewater Worldwide Ltd.
Title:
Director and Financial Planner at Bridgewater Worldwide Ltd.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bridgewater Worldwide Ltd. - GlobalDirector/Financial Plannersince Dec 2012Warwick-Mann International - Latin AmericaRegional Director - Latin AmericaApr 2008 - Dec 2012
Skills:
Financial Planning, Investments, Sales Management, Fundraising, Insurance, Financial Analysis,...
Certifications:
Financial Planning Certificate, Chartered Insurance Institute
Mortgage Advice Qualification (MAQ), Chartered Insurance Institute
Full Profile

Joe Bogardus New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Barnum Financial Group
Location:
Greater New York City Area
Industry:
Investment Management
Full Profile

Monisha Khadse New York, NY

Professions & Specialties

Financial Planner • Banker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Teller • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Financial Manager • Project Managers • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Recruitment

Experience & Education

Position:
Financial Planner at Ernst & Young
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ernst & Young Financial Plannersince 2009JPMorganChase Private BankerApr 2007 - 2008
Skills:
Lending, management, team building, Completed coursework (Financial Planning, Insurance,...
Full Profile

Dan Crimmins New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Advisor • Founder • Deputy Director • Founding Member • Chief Executive • Deputy Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at Crimmins Wealth Management
Title:
Financial Planner, Retirement Income Planner, DFA Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Crimmins Wealth Management - Woodcliff Lake, New Jersey 07667Foundersince Jul 2011Edelman Financial Services Associate DirectorAug 2009 - Jul 2011
Skills:
Wealth Management, Strategic Financial Planning, Retirement, Personal Financial Planning,...
Full Profile

Michael Budde New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Financial Director • Financial Officer • Financial Manager • Market Analyst • Market Research Analyst • Model

Experience & Education

Position:
Online Financial Planner/Analyst at Nielsen
Title:
Online Financial Planner/Analyst at The Nielsen Company
Location:
New York, New York
Industry:
Market Research
Work history:
Nielsen - Greater New York City AreaOnline Financial Planner/Analystsince Feb 2013Nielsen - San Francisco Bay AreaMobile Financial Planner/AnalystJun 2012 - Jan 2013
Skills:
Leadership, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis,...
Languages:
Spanish, Chinese
Full Profile

Prakash Lapsia New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Assistant Manager • Managers • Logistics Supply Chain Professional • Financial Director • Operations Manager • Financial Officer • Financial Manager • Master of Business Administration • Bachelor of Science • Account Manager • Biller • Accounting Bookkeeper • Bookkeeper • Logistician • Computer Systems Administrator

Experience & Education

Position:
Business & Financial Planner at Pitney Bowes
Location:
Greater New York City Area
Industry:
Business Supplies and Equipment
Work history:
Pitney Bowes Business & Financial Plannersince Sep 2002Stolt-Nielsen S.A. Assistant Manager - Internal/External ReportingJul 1998 - Sep 2002
Full Profile

Cliff Dreispan New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Survivor • Reality Show • Psychology Specialist • Field Auditor • Auditor • Operations Manager

Experience & Education

Position:
Senior Financial planner at Ernst & Young, Senior Financial Planner at ERNST & YOUNG LLP,...
Title:
Senior Financial planner at Ernst & Young
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ernst & Young Senior Financial plannersince Jan 2002ERNST & YOUNG LLP Senior Financial Plannersince Jan 2002
Full Profile

Jake Phillips New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Articled Clerk • Law Specialist • Executor • Lawyers • Trust Law Attorney • Psychologist • Chief Administrative Officer • Chief Executive • Psychology Specialist

Experience & Education

Position:
Financial Planner at Ernst & Young, Estate Planning and Taxation Attorney at Jake Phillips, Esq.
Title:
Financial Planner at Ernst & Young
Location:
Greater New York City Area
Industry:
Law Practice
Work history:
Ernst & Young Financial Plannersince Mar 2013Jake Phillips, Esq. Estate Planning and Taxation Attorneysince Jun 2012
Full Profile

Peter Owen New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Executive Team Leader • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Financial Director • Director • Corporate Executive • Technology Director • Technology Manager • Technical Managers • General and Operations Manager • Director of Operations • Operations Manager • Financial Officer • Financial Manager • Custodian • Custodial Worker • Cleaners • Property Manager • Real Estate Manager

Experience & Education

Position:
President at Trendline Financial Solutions (Sole Proprietorship)
Title:
President at Trendline Financial Solutions
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Trendline Financial Solutions - Long Island, NYPresidentsince Jun 2009Trendline Financial Solutions - West Hempstead, NYPresident and Chief Financial PlannerJan 2009 - Oct 2011
Skills:
Investments, Financial Services, CRM, Business Planning, Selling, Real Estate, Finance, Financial...
Full Profile

Patrick Maly New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at MetLife Securities, Inc. and Financial Services Representative at MetLife at...
Title:
Financial Planner at MetLife Securities, Inc. and Financial Services Representative at MetLife
Location:
Greater New York City Area
Industry:
Insurance
Work history:
MetLife Financial Planner at MetLife Securities, Inc. and Financial Services Representative at MetLifesince Apr 1986MetLife Solutions Group Financial Plannersince 1986
Full Profile

Brian Garnets New York, NY

Professions & Specialties

Financial Planner • Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Certified Nurse Aide • Nurse • Nurse Practitioner • Representative • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Planner at Sagemark Consulting
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Sagemark Consulting Financial Plannersince 2006
Skills:
Financial Planning, Insurance, Retirement, Estate Planning, Investments, Wealth, Retirement...
Full Profile

Alina Vedernikova New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Chief Administrative Officer • Chief Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelors Degree • Office Clerk • Clerical Specialist • Student Worker

Experience & Education

Position:
Proprietor at Golden Bow LLC
Title:
-
Location:
Greater New York City Area
Industry:
Fund-Raising
Work history:
Golden Bow LLC Proprietorsince Jan 2012New York Life Insurance Company - Greater New York City AreaAssistant to a Financial PlannerSep 2010 - Jun 2011
Skills:
Customer Service, Sales, Program Management, Microsoft Excel, Accounting, PowerPoint, Risk Management
Languages:
Russian
Full Profile

Michael Tu New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Manager • Chief Administrative Officer • Operations Manager • Chief Executive • Student Worker • Marketing Manager • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Internet Marketing Manager • Web Marketer

Experience & Education

Title:
Financial Planner Trainee at Summit Financial Resources, Inc.
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Summit Financial Resources, Inc. - Eatontown, NJFinancial Planner TraineeJun 2012 - Aug 2012JOST Financial Management - Green Brook, NJWealth Management InternJun 2012 - Aug 2012
Languages:
English, Mandarin Chinese
Full Profile

Andrew Pargament New York, NY

Professions & Specialties

Financial Associate • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Director • Chief Risk Officer • Operations Manager • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner • Object Manipulation Specialist

Experience & Education

Position:
Director, Financial Institutions Credit Risk Officer at Knight Capital Group, Financial Associate / ...
Title:
Director, Financial Institutions Risk Officer at Knight Capital Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Knight Capital Group - Jersey City, New JerseyDirector, Financial Institutions Credit Risk Officersince Apr 2011Strategies for Wealth Financial Associate / Financial Plannersince Aug 2010
Skills:
Credit, Asset Management, Credit Risk, Series 7, Insurance, Due Diligence, Risk, Risk Management,...
Languages:
French
Full Profile

Charles Cltc New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Vice President of Sales • Financial Officer • Financial Manager • Vice President • Chief Executive

Experience & Education

Position:
Financial Planner at Booth Financial Associates
Location:
Greater New York City Area
Industry:
Financial Services
Full Profile

Maria Riga New York, NY

Professions & Specialties

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

Experience & Education

Position:
Store Planner - LOFT at ANN INC.
Location:
Greater New York City Area
Industry:
Accounting
Work history:
ANN INC. - Greater New York City AreaStore Planner - LOFTsince Nov 2010Accenture - Florham Park, NJClient Financial Management AnalystApr 2009 - Oct 2010
Full Profile

Omar Covington New York, NY

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Advisor • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Planner at Benjamin Funding LLC
Title:
Financier
Location:
Greater New York City Area
Industry:
Capital Markets
Work history:
Benjamin Funding LLC Financial Plannersince Apr 2012MetLife Financial Planner2012 - 2012
Full Profile

Cindy Golub New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Non-Profit • Chief Executive • Financial Manager

Experience & Education

Position:
Principal at Financial Planning Firm at G-Squared Advisory LLC, Fee- Only Financial Planner at...
Title:
Principal at G-Squared Advisory LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
G-Squared Advisory LLC Principal at Financial Planning Firmsince 2009Garrett Planning Network Fee- Only Financial Plannersince 2009
Skills:
Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Budget Analysis,...
Full Profile

Andy Pargament New York, NY

Professions & Specialties

Financial Associate • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Sports Trainer • Sports Trainers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Credit Analyst • Accounting Bookkeeper • Bookkeeper • Loan Accountant • Vice President • Chief Executive • Relationship Manager • Agent • Account Service Manager • Client Service Officer • Sales Representative • Customer Service

Experience & Education

Position:
Financial Associate / Financial Planner at Strategies for Wealth
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Strategies for Wealth Financial Associate / Financial Plannersince Aug 2010ING FINANCIAL MARKETS LLC Vice PresidentJun 2004 - Oct 2010
Full Profile

Gregg Pajak New York, NY

Professions & Specialties

Financial Planner • Financial Consultant • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Advisor • Recruitment

Experience & Education

Position:
President at WizdomTree Benefit Solutions Inc., Financial Planner at North Shore Financial Group An ...
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
WizdomTree Benefit Solutions Inc. Presidentsince May 2003North Shore Financial Group An Office of MetLife Financial Plannersince Apr 2003
Skills:
Focused on the accumulation and preservation of wealth for professionals, business owners and their ...
Full Profile

Brian Lynch New York, NY

Professions & Specialties

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

Experience & Education

Position:
Licensed Financial Specialist at Wachovia Bank, Financial Planner at Precision Taxes &...
Title:
Licensed Financial Specialist at Wachovia Bank
Location:
Greater New York City Area
Industry:
Banking
Work history:
Wachovia Bank Licensed Financial SpecialistPrecision Taxes & Financial Planning Financial Plannersince Jan 1987
Full Profile

Raffaella La Forgia New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at AEGON
Location:
Greater New York City Area
Industry:
Insurance
Work history:
AEGON Financial Planner
Full Profile

Mark Holt New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Principal Financial Group
Title:
Insurances - Medicare Plans
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Principal Financial Group - Long Island, NYFinancial Plannersince May 2010Princor Financial Services Corporation IAR2010 - 2012
Full Profile

Julia York New York, NY

Professions & Specialties

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

Experience & Education

Position:
Reg rep at MetLife
Title:
Financial Planner
Location:
Greater New York City Area
Industry:
Airlines/Aviation
Work history:
MetLife Reg rep
Full Profile

Salvatore Cocco New York, NY

Professions & Specialties

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

Experience & Education

Position:
Board of Directors at Bank of Nutley, A Division of Pascack Community Bank, Financial Planner at...
Title:
Financial Planner at AXA Advisors
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bank of Nutley, A Division of Pascack Community Bank Board of Directorssince Jun 2006AXA Advisors Financial Plannersince Jan 1996
Full Profile

Rob Leonardo New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Bankers Life and Casualty
Location:
Greater New York City Area
Industry:
Insurance
Full Profile

Craig Laub New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Vice President • Operations Manager • Chief Executive • Advisor • Financial Manager • Business Administrator • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Carpentry Worker

Experience & Education

Position:
Vice President at Klingman & Associates LLC
Title:
Wealth Manager and Financial Planner at Klingman & Associates, an Independent Registered Investment Advisor
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Klingman & Associates LLC - New York, NYVice Presidentsince Jan 2005Northwestern Mutual Investment Newtork - New York, New YorkInvestment SpecialistJan 2002 - Jan 2005
Skills:
Asset Management, Series 7, Capital Markets, Fixed Income, Portfolio Management, Equities, Series...
Certifications:
Certified Financial Planner, Board of Standards, Inc.
Chartered Life Underwriter, The American College
Full Profile

Maura Griffin New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Founding Member • Owner

Experience & Education

Position:
CEO of Blue Spark Capital Advisors, Financial Planner and Investment Advisor at Blue Spark Capital...
Title:
Blue Spark Capital Advisors LLC
Location:
New York, New York
Industry:
Financial Services
Work history:
Blue Spark Capital Advisors - Greater New York City AreaCEO of Blue Spark Capital Advisors, Financial Planner and Investment Advisorsince 2012Capital Research and Management Investment CommunicationsFeb 2006 - Mar 2012
Full Profile

Paul Tanner New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Director • Operations Manager • Controller • Analysts • Financial Officer

Experience & Education

Position:
Investment Advisor, Financial Planner at Granite Hill Capital Management, LLC
Title:
Financial Planner / Investment Advisor helping busy professionals manage life savings to fund their retirement and goals
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Granite Hill Capital Management, LLC - Ridgefield, CTInvestment Advisor, Financial Plannersince Jan 2004Merial - Duluth, GAFinance Director / Global ControllerDec 2000 - Jun 2003
Skills:
Investments, Retirement Planning, Financial Planning, Strategic Financial Planning, Investment...
Certifications:
Chartered Financial Analyst (CFA), CFA Institute
Full Profile

J. Akerman New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Cowan Financial Group
Location:
Greater New York City Area
Industry:
Insurance
Full Profile

Beth Shaw New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Project Manager • Speaker • Spokesperson • Representative • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Data Entry Specialist • Data Scientist • Project Managers • Managers • Museum Guide • Tour Guide • Advisor

Experience & Education

Position:
Packaging Project Manager at Elizabeth Arden
Title:
Packaging Project Manager/Artwork Trafficker at Elizabeth Arden
Location:
Greater New York City Area
Industry:
Packaging and Containers
Work history:
Elizabeth Arden - Stamford, CTPackaging Project Managersince Sep 2012Reindel Advisory Solutions - Mystic, CTLife Insurance AgentNov 2010 - Aug 2012
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows,...
Full Profile

J Akerman New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Cowan Financial Group
Location:
Greater New York City Area
Industry:
Insurance
Full Profile

Joel Traugot New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Board Member • Financial Director • Partner • Deputy Manager • Chief Executive • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Model

Experience & Education

Position:
Assistant Director, Operating Budgets at Long Island Rail Road
Title:
at Long Island Rail Road
Location:
Greater New York City Area
Industry:
Transportation/Trucking/Railroad
Work history:
Long Island Rail Road Assistant Director, Operating Budgetssince Dec 2005Cablevision Director of FinanceMay 1994 - May 2005
Full Profile

Michael Pearson New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Planner at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jun 2011Fidelity Investments Financial RepresentativeJun 2010 - Jun 2011
Certifications:
Series 7 and Series 66
Full Profile

James Dean New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Dean • Higher Education Professional • School Administrator • Educational Manager • Representative • Advisor • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive Officer • Chief Executive • Corporate Executive

Experience & Education

Position:
Financial Planner at Lincoln Financial Advisors
Title:
Financial Planner
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors Financial Plannersince Feb 2002James H Dean & Company President & CEOJan 1980 - Mar 2000
Full Profile

Adam Cardona New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Planner & Trainer of New Associates at Primerica Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Primerica Financial Services Financial Planner & Trainer of New Associatessince Sep 2008
Skills:
administration, budgeting, calculating my clients net worth, customer relations, human resources,...
Full Profile

George Mouded New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Economic Planning Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Economic Planning Group - Edison, NJFinancial Plannersince Sep 2011Penn Mutual - New York, NYFinancial Advisor/AgentOct 2009 - Sep 2011
Full Profile

Gabrielle Kalika New York, NY

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Accounts Payable • Accounts Payable Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Financial Management Analyst at Accenture LLP
Title:
client financial management analyst at Accenture
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Accenture LLP Financial Management Analystsince Jan 2007Arden Financial Services, Inc Broker's AssistantSep 2006 - Dec 2006
Full Profile

Pat Morrisey New York, NY

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at New York Life
Location:
Greater New York City Area
Industry:
Insurance
Full Profile

Victor Mosquera New York, NY

Professions & Specialties

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

Experience & Education

Title:
Sr Financial Planner at Cadbury Schweppeps
Location:
Greater New York City Area
Industry:
Food & Beverages
Full Profile

Lauren Amos New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Recognition • Analyst • Senior Analyst • Analysts • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Drivers • Model

Experience & Education

Position:
Senior Manager- Marketing Finance at Avon Products Inc
Title:
Experienced Corporate Financial Planner
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Avon Products Inc - New York, NYSenior Manager- Marketing Financesince Dec 2011Avon Products Inc. - Greater New York City AreaFP&A ManagerApr 2007 - Jan 2012
Full Profile

Dwight Raiford New York, NY

Professions & Specialties

Financial Planner • Financial Services Professional • Financial Management Analyst • Financial Services Sales Agent • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive

Experience & Education

Position:
Financial Planner / Financial Services Representative at MetLife
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
MetLife - New York, NYFinancial Planner / Financial Services Representativesince Jun 2002Convent Avenue Baptist Church Chairman, Board of Trustees2002 - 2005
Full Profile

Joan Zaleski New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Bachelor of Arts • Wellness and Fitness • Financial Manager • Sales Representative

Experience & Education

Position:
Financial Planner at JEZ Financial Strategies
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
JEZ Financial Strategies - Westhampton Beach, NYFinancial Plannersince Mar 2013Center for Wealth Preservation Financial PlannerDec 2005 - Mar 2013
Skills:
Comprehensive Financial Planning and Wealth Management, Retirement Income Distribution...
Languages:
French
Full Profile

Elaine Reitman New York, NY

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Psychology Specialist • Operations Manager

Experience & Education

Position:
Certified Financial Planner® at Elaine Reitman CFP®, Local Coordinator at Tax Counseling for the...
Title:
Certified Financial Planner® at Elaine Reitman, CFP®
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Elaine Reitman CFP® Certified Financial Planner®since 2006Tax Counseling for the Elderly Local Coordinatorsince 2005
Full Profile

George Schuman New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Operations Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Owner of Agency at The Schuman Group
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
The Schuman Group Owner of Agencysince Jul 2012New York Life Insurance Company Agent, Financial PlannerJul 2009 - Jul 2012
Skills:
Retirement Planning, Strategic Financial Planning, Estate Planning, Retirement, Mutual Funds, Fixed ...
Languages:
French, German
Full Profile

Andrew Tang New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Representative

Experience & Education

Position:
Managing Director - Advisor Relations at National Asset Management, Inc., Financial Planner at...
Title:
Financial Planner at National Asset Management, Inc.
Location:
New York, New York
Industry:
Financial Services
Work history:
National Asset Management, Inc. - New York, NYManaging Director - Advisor Relationssince Jul 2012National Asset Management, Inc. - New York, NYFinancial Plannersince Dec 2002
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Eva Mercado New York, 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 • Coordinator • Managers • Retail Salesperson

Experience & Education

Position:
Offfice Manager at Ct Retirement Group
Title:
Office Manager- Connecticut Retirement Group, LLC
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ct Retirement Group Offfice Managersince Aug 2011Calvary Life Family Worship Center - CheshireCampus CoordinatorAug 2011 - Oct 2012
Languages:
Spanish
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Barbara Steinberg New York, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO and Founder at BLS Eldercare Financial Solutions
Title:
Eldercare Financial Planner
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
BLS Eldercare Financial Solutions CEO and Foundersince Feb 2009
Skills:
Long-term Care, Strategic Financial Planning, Strategic Planning, New Business Development, Elder...
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Financial Management Analysts near New York, NY0714212835Brooklyn