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Financial Management Analysts in Saratoga Springs, NY

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8 results found

Laurie Bonser Albany, NY

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperVice PresidentFinancial ManagerChief ExecutiveRelationship ManagerAccount Service ManagerClient Service OfficerConciergeCustomer ServiceFinancial OfficerNon-ProfitAdvisor

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

Jillian Mayott Saratoga Springs, NY

Professions & Specialties

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

Experience & Education

Position:
Business & Financial Consultant at JR Sports Entertainment, Wealth Management Advisor at...
Title:
Business Development & Finance Consultant
Location:
Saratoga Springs, New York
Industry:
Financial Services
Work history:
JR Sports Entertainment - Saratoga NYBusiness & Financial Consultantsince Jan 2013Tarella Financial Group - Saratoga, NYWealth Management Advisorsince Dec 2012

Keith Bernard Saratoga Springs, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistFinancial AnalystAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at The Ayco Company, L.P.
Title:
The Ayco Company, L.P. - A Goldman Sachs Company
Location:
Saratoga Springs, New York
Industry:
Financial Services
Work history:
The Ayco Company, L.P. Financial Plannersince Apr 2012The Ayco Company, L.P. Financial AnalystApr 2011 - Apr 2012
Certifications:
Uniform Combined State Law Examination (Series 66), North American Securities Administrators Association
General Securities Representative (Series 7), Financial Industry Regulatory Authority

Jim Young Albany, NY

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperGovernment Administration ProfessionalOperations ManagerCommunity Service ManagerSports 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

Jolyn Sweet Saratoga Springs, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistLawyersAccounting BookkeeperBookkeeper

Experience & Education

Position:
Paralegal at Lavelle & Finn, LLP
Location:
Saratoga Springs, New York
Industry:
Legal Services
Work history:
Lavelle & Finn, LLP - Latham, NYParalegalsince Feb 2013The Ayco Company, LP - Saratoga Springs, NYFinancial PlannerAug 2006 - Jan 2013

David Watsky Saratoga Springs, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSenior AnalystBusiness AnalystAnalystAnalystsFinancial AnalystManagerOperations Manager

Experience & Education

Work

Company:
The ayco company, a goldman sachs company
Financial planner, senior analyst, financial analyst
Company:
Bank leumi - -,
Business analyst, content manager

Rick Stone Saratoga Springs, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerChairpersonCorporate ExecutiveChief ExecutiveBachelor of ArtsSales Representative

Experience & Education

Work

Company:
Cimline northeast
General manager
Company:
Artco equipment sales, inc - Latham, NY
President

Jessica Morton Seattle, WA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBuyerBuyer and SellerSales RepresentativeServices ProfessionalSales and Service SpecialistSales AgentTeam Member

Experience & Education

Work

Company:
Nordstrom - Seattle, WA
Assistant buyer - replenishment soft accessories, trend, and belts
Company:
Nordstrom - Seattle, WA
Financial planner - handbags and small leather goods

Skills

Financial Analysis, Assortment Planning, Vendor Relations, Trend Forecasting


Financial Management Analysts near Saratoga Springs, NY0255075100125AlbanySchenectadyNewtonvilleTroyGlens FallsBurnt HillsBallston Spa



Financial Management Analysts around Saratoga Springs, NY

Albany  (121)
Ballston Spa  (2)
Burnt Hills  (2)
Glens Falls  (4)
Newtonville  (6)
Schenectady  (6)
Troy  (4)

Financial Management Analysts in New York

Sub-specializations