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Financial Management Analysts in Portland, ME

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16 results found

Jonathan Hiltz Portland, ME

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperNon-ProfitChief Executive

Experience & Education

Position:
Financial Planner of New England Securities Corp. at Baystate Financial Services
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Baystate Financial Services Financial Planner of New England Securities Corp.since Jul 2007The MONY Group Financial ConsultantDec 2003 - Jul 2007

Adam Maguire Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorOwnerChief ExecutiveSports TrainerSports TrainersCertified Nurse AideNurseNurse Practitioner

Experience & Education

Position:
Registered Investment Adviser and Owner at The Financial Coach
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
The Financial Coach Registered Investment Adviser and Ownersince Jan 1998Prudential Financial Financial PlannerDec 1997 - 2005
Skills:
Financial planning for retired people, asset and account management, hourly rates, Specializing in...

Carol Taylor Portland, ME

Professions & Specialties

Financial ConsultantFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerLoan OfficersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperIndependent Business OwnersIndependent ContractorContractorFinancial ManagerVice PresidentChief ExecutiveAccount Service ManagerClient Service OfficerCustomer Service

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
CUNA Mutual Group Financial Advisorsince Feb 2011Certified Financial Planner Financial AdvisorNov 2010 - Feb 2011

Susan Veligor Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSchool PrincipalSchool AdministratorEducational ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Principal at Cornerstone Financial Planning, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Cornerstone Financial Planning, LLC Principalsince Feb 2004Mackensen & Company - Hampton, NHFinancial PlannerJan 2000 - Feb 2004
Skills:
Accredited Sudden Money(R) Advisor

Craig Joncas Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeSecurityApprenticeFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent Worker

Experience & Education

Position:
Financial Planner at Bradley & Johndrow, LLC
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Bradley & Johndrow, LLC Financial Plannersince Dec 2008Bradley & Johndrow, LLC Financial Planning InternDec 2008 - Apr 2009

Randall Richard Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChairpersonChief Executive OfficerSenior ManagerChief ExecutiveCorporate ExecutiveOperations ManagerAdvisorInsurance ProfessionalUnderwriterAccounting BookkeeperBookkeeper

Experience & Education

Position:
President/ Wealth Advisor - Financial Planner at Richard Brothers
Title:
Owner, Richard Brothers Financial Advisors
Location:
Portland, Maine Area
Industry:
Investment Management
Work history:
Richard Brothers - Portland, Maine AreaPresident/ Wealth Advisor - Financial Plannersince Sep 1996KeyCorp Managing Director/SVPSep 1990 - Sep 1996
Certifications:
Series 7, 24, 63, 65, 53, FINRA
Maine Life and Health Insurance Agent, Maine Bureau of Insurance

Bill Beaudoin Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner at Integrated Fianacial Partners-Lincoln Financial
Location:
Portland, Maine Area
Industry:
Financial Services

William Beaudoin Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner at Integrated Fianacial Partners-Lincoln Financial
Location:
Portland, Maine Area
Industry:
Financial Services

Eric Mccue Portland, ME

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFund AccountantAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Department of navy
Financial management analyst
Company:
Fund accountant ii, atlantic fund admin - Portland, ME

Derek Chesley Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Planner at Integrated Financial Partners
Location:
Portland, Maine Area
Industry:
Financial Services

Jim Miller Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial planner at Miller Inc.
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Miller Inc. Financial planner

Zack Longley Portland, ME

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at self
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
Self Financial Planner

Sean Roy-becker Portland, ME

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRelationship ManagerAccount Service ManagerClient Service OfficerVice PresidentChief ExecutiveCustomer ServiceAgentSales AgentSales RepresentativePsychology Specialist

Experience & Education

Position:
Private Banking Officer at TD Bank
Location:
Portland, Maine Area
Industry:
Financial Services
Work history:
TD Bank Private Banking Officersince Sep 2010Key Private Bank Relationship Manager, V.P.2006 - Sep 2010

Gina Stoll Portland, ME

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantAdvisorChairpersonChief Executive OfficerVice PresidentChief ExecutiveCorporate ExecutiveAdvertising ProfessionalAdvertising Sales AgentClient Service OfficerCustomer ServiceAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
President & CEO at Coastal Marketing Ideas, LLC
Title:
Business Consultant
Location:
Portland, Maine Area
Industry:
Marketing and Advertising
Work history:
Coastal Marketing Ideas, LLC President & CEOsince Feb 2010Morgan Stanley Smith Barney Vice President Wealth ManagementDec 2001 - Dec 2009

Gary Nelson Portland, ME

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalSchool PrincipalSchool AdministratorEducational ManagerAgentSales RepresentativeRepresentativeAccounting BookkeeperBookkeeperMusic ArtistMusicians

Experience & Education

Position:
Principal at Northern Group Benefits, LLC
Title:
Northern Group Benefits, LLC
Location:
Portland, Maine Area
Industry:
Insurance
Work history:
Northern Group Benefits, LLC - MainePrincipalsince Oct 1993Northwestern Mutual Registered RepresentativeJun 1991 - Sep 1993
Skills:
Disability Insurance, Health Insurance, Dental Insurance, Life Insurance, Health Savings Accounts,...

Robert Macmath Portland, ME

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeAdvisor

Experience & Education

Work

Company:
People's securities, inc
Financial advisor/registered representative
Company:
Bancnorth investment group - Portland, ME
Financial advisor/registered representative


Financial Management Analysts near Portland, ME01NaplesScarboroughLewiston



Financial Management Analysts around Portland, ME

Lewiston  (1)
Naples  (1)
Scarborough  (1)

Financial Management Analysts in Maine

Sub-specializations