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Financial Management Analysts in Waltham, MA

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21 results found

Janice Bogasky Boston, MA

Professions & Specialties

Financial PlannerFinancial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveSpeakerRepresentativeSpokespersonFinance and Accounting SpecialistAccounting BookkeeperBookkeeperOperations ManagerOrganization ManagementHospital Care ProfessionalHealth ProfessionalHealth PractitionerGovernment Administration OfficerCivil ServantResearcherSurvey ResearcherRecruitment

Experience & Education

Position:
President at Women's Business Network, Financial Advisor at Baystate Financial & New England...
Title:
Financial Planner at Baystate Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Women's Business Network - Wellesley College ClubPresidentsince Jun 2013Baystate Financial & New England Securities - Wellesley, MAFinancial Advisorsince Nov 2008

David Kusmin Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystAnalystsFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of ScienceOffice ClerkClerical SpecialistCourierEntertainer

Experience & Education

Position:
Financial Planner/Analyst at Fortis Management Group LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Fortis Management Group LLC - Waltham, MaFinancial Planner/Analystsince Oct 2012Bentley University Candidate for Master of Science in Financial PlanningMay 2011 - May 2012
Skills:
Social Media

Steve Faberman Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerPartnerOperations ManagerChief ExecutiveAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Private Wealth Manager at Integrated Financial Partners, Inc.
Title:
Financial Planner at Integrated Financial Partners, Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Integrated Financial Partners, Inc. - Waltham, MAPrivate Wealth Managersince Jan 2003

Ronald Dokus Boston, MA

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
President & Certified Financial Planner at Dokus Financial Partners, LLC
Title:
President, Dokus Financial Partners,LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Dokus Financial Partners, LLC - Littleton, MAPresident & Certified Financial Plannersince 2001MetLife - Waltham, MAFinancial Planner1990 - 2001
Certifications:
CFP, CFP Board of Standards

Jim Littleton Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerChief ExecutiveCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperCertified Nurse AideNurseNurse PractitionerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantRepresentativeAdvisorAgentSales AgentSales Representative

Experience & Education

Position:
Financial Planner at Integrated Financial Partners, Owner at J R Littleton & Associates CPA
Title:
Owner, J R Littleton & Associates CPA
Location:
Greater Boston Area
Industry:
Accounting
Work history:
Integrated Financial Partners - Waltham, MAFinancial Plannersince 2008J R Littleton & Associates CPA Ownersince Jun 1993

Michael Gittens Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial PlannerFinancial Services Sales AgentFinancial Management AnalystIndependent ContractorContractorFinance and Accounting SpecialistIndependent Business OwnersAccounting BookkeeperBookkeeperTechnical SpecialistTechnical Support SpecialistsManagersAdvocateJuristLegal CounselSales SupportServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeComputational ScientistComputer ScientistsOperations Manager

Experience & Education

Position:
Financial Planner at NYL
Title:
Financial Services Professional
Location:
Greater Boston Area
Industry:
Insurance
Work history:
NYL - Waltham, MAFinancial Plannersince 2011First AG - Seekonk, MAIndependent ContractorOct 2007 - Mar 2011
Languages:
Spanish, French

Bill Beaudoin Waltham, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentOwnerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPremierGovernment Service ExecutiveGovernment Administration OfficerCivil Servant

Experience & Education

Position:
Vice President at Integrated Financial Partners, Financial Planner at Lincoln Financial Advisors
Title:
Financial Planner at Lincoln Financial Advisors
Location:
Waltham, Massachusetts
Industry:
Financial Services
Work history:
Integrated Financial Partners - 300 Fifth Avenue, 3rd Floor, Waltham, MA 02451Vice Presidentsince Nov 2003Lincoln Financial Advisors - 300 Fifth Avenue, 3rd Floor, Waltham, MA 02451Financial Plannersince Nov 2003

Anton Glovsky Boston, MA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirectorOperations ManagerSecurityManagement ConsultantManagement AnalystAnalystsInformation Technology SpecialistIT SpecialistGeneral and Operations ManagerDirector of OperationsFinancial OfficerFinancial ManagerPartnerChief ExecutiveCorporate ExecutiveProduction ManagerFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHuman Resources SpecialistRecruitment

Experience & Education

Position:
Director, Business Development at Newport Computer Services, Inc
Title:
Director, Business Development at NCS, Inc.
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Newport Computer Services, Inc Director, Business Developmentsince Apr 2012AG Business Consultants - Greater Boston AreaManagement ConsultantOct 2009 - Apr 2012
Skills:
Strategic Planning, Financial Modeling, Contract Negotiation, Marketing Strategy, Project...

Adrian Spidle Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorComputer Software ProfessionalSoftware DevelopersBusiness Development ManagerOperations ManagerLogistics SupervisorVolunteerBusiness ConsultantNon-ProfitDatabase Administration ProfessionalDatabase AdministratorFinancial DirectorCorporate ExecutiveChief ExecutiveSales ManagerFinancial OfficerFinancial ManagerSales ExecutiveBachelor of ScienceMaster of ScienceActing ProfessionalImpersonatorTraining and Coaching ProfessionalProfessional Development TeacherLogistician

Experience & Education

Position:
Consultant at Adrian Spidle
Title:
Enterprise Sales Professional
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
Adrian Spidle - Waltham, MAConsultantsince Jan 2010Runbook Company International Business Development Manager - North AmericaSep 2010 - Nov 2011
Skills:
C level Enterprise Sales, A Superb Hunter, Direct Sales, SaaS, Enterprise Software, Sales...

Michael Comperchio Boston, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentSupporting MemberNon-ProfitTeam MemberBoard MemberManagement Team ExecutiveOperations ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperHealth ProfessionalHealth Practitioner

Experience & Education

Position:
Custody Specialist, Associate I at State Street, Board of Directors Member - Resource Development...
Title:
Custody Specialist at State Street
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
State Street - Boston, MACustody Specialist, Associate Isince Jan 2012McGregor Memorial EMS Board of Directors Member - Resource Development Committee

Christopher White Boston, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDeputy ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperMaster of Business Administration

Experience & Education

Position:
Senior Assistant Director of Financial Assistance at Bentley University
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
Bentley University - Waltham, MASenior Assistant Director of Financial Assistancesince Jul 2012Bentley University Assistant Director of Financial AssistanceJan 2008 - Oct 2012
Skills:
Employee Benefits, Student Financial Aid, Disability Insurance, Portfolio Management, Management,...

Michele Barabash Boston, MA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSoftware ManagerSharePoint AdministratorInformation Technology SpecialistJava DeveloperJavaScript DeveloperSoftware DevelopersNetwork Systems AdministratorComputer Network ProfessionalNetwork AdministratorIT SpecialistSoftware DeveloperProject ManagerBusiness AnalystAnalystAnalystsSenior Project ManagerOwnerProject ManagersSenior ManagerOperations ManagerChief ExecutiveComputer Systems AdministratorIT AnalystComputer ScientistsAdvisorTeam MemberHR ManagerAccounting BookkeeperBookkeeperPsychology Specialist

Experience & Education

Position:
Senior Project Manager at Lewtan
Title:
Software Development Manager / Project Manager
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Lewtan - Waltham, MassachusettsSenior Project Managersince Nov 2012BT Conferencing - Quincy, MASystem Owner / Technical Project ManagerJul 2008 - Jul 2012

Roger Moulton Boston, MA

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystPuchasing and Estimating ManagerCounselorAdvisorPlannerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperContractorIndependent Business OwnersFinancial Manager

Experience & Education

Title:
Financial Planning Consultant at LPL Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Self Employed - Greater Boston AreaIndependent Financial ConsultantDec 2011 - Jun 2012Wells Fargo Family Wealth - Boston, MAWealth AdvisorJan 2009 - Oct 2011
Certifications:
CFP ©, Certified Financial Planner Board of Standards

Jason Gold Waltham, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBusiness Development ManagerOperations ManagerPlannerMaster of ArtsBachelor of SciencePsychologistSales RepresentativePsychology Specialist

Experience & Education

Work

Company:
Long term care
Nursing home administrator
Company:
Evercare/unitedhealth group - Waltham, MA
Business development manager

Lu Yuan Waltham, MA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChairpersonVice PresidentChief ExecutiveVolunteerInterpreterNon-ProfitBachelor of ScienceMaster of ScienceMathematicsMathematicianStudent WorkerLanguage Specialist

Experience & Education

Work

Company:
Graduate management association
President
Company:
Chinese students and scholars friendship association
Vice president

Skills

Data Analysis
Marketing Strategy
Marketing Research
Business...

Stephen Fotos Waltham, MA

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystTerritory Account ManagerArea ManagerManagers

Experience & Education

Work

Company:
Allergan pharmaceuticals
Senior territory manager
Company:
Allergan pharmaceuticals
Territory manager

Shirley Lee New York, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentMarketing InternBrand PlannerAdvertising ProfessionalMarketing ProfessionalAdvertising Sales AgentBrand RepresentativeFinance and Accounting SpecialistFinancial Planning AnalystAccounting BookkeeperBookkeeperAccounting AnalystFinancial AnalystApprenticeMarketing ManagerStudent WorkerFinancial OfficerFinancial ManagerChief ExecutivePsychology SpecialistPsychologistFashion DesignerResearcherSurvey ResearcherTeaching AssistantData ScientistTalent AgentRecruitment

Experience & Education

Title:
Marketing Intern at Janus Capital Group
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Janus Capital International - London, United KingdomMarketing InternJul 2013 - Aug 2013Lincoln Investment Planning - Waltham, MAFinancial Planning Analyst InternOct 2012 - Dec 2012
Languages:
English, Cantonese, Spanish

Alexander Li Reading, MA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRestaurant ServerFood ServerCustomer ServiceClient Service OfficerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEntertainment ProfessionalEntertainerTeam MemberOperations ManagerStudent Worker

Experience & Education

Position:
Server at Darden Restaurants
Title:
Student at University of Massachusetts at Lowell
Location:
Reading, Massachusetts
Industry:
Accounting
Work history:
Darden Restaurants - Reading, MAServersince Feb 2010Integrated Financial Partners - Waltham, MAAssistant Financial PlannerApr 2011 - Mar 2012
Skills:
Proficiency in MS Excel (VLOOKUP and pivot tables), Word, and PowerPoint, Cooperative team player,...

Tommy Bruneau Providence, RI

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorRepresentativeHuman Resources SpecialistTraining and DevelopmentRecruitmentPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantChief Administrative OfficerChief ExecutiveBusiness AdministratorArea ManagerManagersShift ManagerTraining ManagerExecutive Team LeaderChief Executive OfficerChief Operating OfficerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorFounderChief Information OfficerVice PresidentChairpersonDirectorRegion ManagerOperations ManagerCorporate ExecutiveGeneral and Operations ManagerDirector of OperationsDevelopment DirectorHR ManagerFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersFounding MemberMarketing ManagerChief AccountantCertified Public AccountantFinance and Accounting SpecialistAccount ManagerAccounting BookkeeperBookkeeperDoctor of MedicineSEO SpecialistWeb MarketerBiotechnology ProfessionalBiologistBiological ScientistRegional Sales ConsultantSales RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
Business Performance Advisor at Insperity
Title:
Inspiring Business Performance with Strategic Human Capital Systems
Location:
Providence, Rhode Island
Industry:
Human Resources
Work history:
Insperity - Waltham, MaBusiness Performance Advisorsince Jan 2012Kforce Inc. - Boston, MaTalent RepresentativeOct 2011 - Dec 2011
Skills:
P&L Management, Development Of People, Sales Operations, Direct Recruiting, Payroll, New...

Daniel Jacobs Philadelphia, PA

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAccount ManagerComputer Software ProfessionalSoftware DevelopersAccount Service ManagerClient Service OfficerCustomer ServiceFinance and Accounting SpecialistAccounting BookkeeperBookkeeperInformation Technology SpecialistDatabase Administration ProfessionalDatabase AdministratorIT SpecialistPartnerMarketing DirectorChief ExecutiveMarketing ManagerRepresentativeSecurityConstructionAdvisorEntertainment ProfessionalEntertainerSenior Online LeaderSEO SpecialistInternet Marketing ManagerWeb Marketer

Experience & Education

Position:
Account Manager at Feith Systems & Software, Inc.
Title:
Account Manager-Feith Systems and Software
Location:
Greater Philadelphia Area
Industry:
Computer Software
Work history:
Feith Systems & Software, Inc. Account ManagerZoom Information - Waltham, MADirect Account ExecutiveJul 2011 - Jun 2013
Skills:
Mutual Funds, Annuities, Insurance, Series 63, Series 7, Fixed Annuities, Salesforce.com,...
Languages:
Arabic

Alex Neystat Flushing, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChief Administrative OfficerChief ExecutiveMarketing ManagerGeneral Medical Care SpecialistMedical Record TranscriberHospital Care ProfessionalMedicine ProfessionalHealthcare PractitionerMedical TranscriptionistClinical Data Management ProfessionalHealth Information SpecialistHealthcare SupportHealth ProfessionalHealth PractitionerAccounts ReceivableSEO SpecialistWeb MarketerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Assistant Administrative Director at Advanced Medical Care
Location:
Forest Hills, New York
Industry:
Hospital & Health Care
Work history:
Advanced Medical Care - Forest Hills, New YorkAssistant Administrative Directorsince Jun 2011Theracare - Brooklyn, NYAdmininstration AssistantJun 2010 - Jun 2011
Skills:
Excel, PowerPoint, Stata, Russian, Spanish, Word, Outlook, Microsoft Word, Microsoft Excel,...
Languages:
Russian, Spanish


Financial Management Analysts near Waltham, MA0114228342456570BostonWellesleyNewtonCambridgeBurlingtonWoburnBrooklineWatertownLexingtonSomerville



Financial Management Analysts around Waltham, MA

Belmont  (1)
Boston  (569)
Brookline  (3)
Burlington  (5)
Cambridge  (7)
Carlisle  (1)
Dedham  (1)
Dover  (2)
Lexington  (2)
Natick  (2)
Needham  (2)
Newton  (8)
Somerville  (2)
Watertown  (2)
Wellesley  (8)
Wilmington  (1)
Woburn  (3)

Financial Management Analysts in Massachusetts

Sub-specializations