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Financial Planners in Connecticut

Financial Planners in Hartford, CT

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Here is a complete directory of most local Financial Planners in Hartford, CT.

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74 results found

Patrick Rider Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial planner at Waddell & Reed
Title:
Financial Planner
Location:
Hartford, Connecticut Area
Industry:
Management Consulting
Work history:
Waddell & Reed - Hartford, Connecticut AreaFinancial plannersince Jul 2011Chevy chase AEJun 2008 - Jan 2009
Full Profile

Bill Fairchild Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Wachovia Wealth Management, Financial Planner at Wachovia, Financial Planner...
Title:
Financial Planner at Wachovia Wealth Management
Location:
Hartford, Connecticut Area
Industry:
Banking
Work history:
Wachovia Wealth Management Financial Plannersince Mar 2003Wachovia Financial Plannersince 1998
Full Profile

Todd Mitchell Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Partner • Chief Executive • Sales Support • Agent • Sales Agent • Services Professional • Sales and Service Specialist • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Army Lieutenant Colonel

Experience & Education

Position:
Regional Investment Consultant at Virtus Investment Partners
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Virtus Investment Partners Regional Investment Consultantsince Jul 2008Barnum Financial Group Financial PlannerNov 2006 - Jul 2008
Skills:
Mutual Funds, Series 63, Series 7, Asset Allocation, Investments, Asset Managment, Wealth...
Full Profile

Chris Weitz Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Front Store Financial Planner at CVS Caremark Corporation
Location:
Hartford, Connecticut Area
Industry:
Retail
Full Profile

Keith Ballasy Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Capital Choice Mortgage Liaison at Capital Choice Mortgage Liaison, Financial Planner at Capital...
Title:
Capital Choice Financial Group: Mortgage Liaison
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Capital Choice Mortgage Liaison Capital Choice Mortgage Liaisonsince Mar 2010Capital Choice Financial Group Financial Plannersince Sep 2007
Full Profile

Joey Ferron Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Financial Planner at Ferron Financial LLC
Location:
Hartford, Connecticut Area
Industry:
Investment Management
Full Profile

William Dicristofaro Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner, Registered Representative at New England Securities
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
New England Securities Financial Planner, Registered Representativesince 1991
Full Profile

Stephen Haeckel Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Army Lieutenant Colonel • Bachelor of Business Administration • Information Technology Specialist • IT Specialist • Analysts • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Regional Life Internal Wholesaler at MassMutual Financial Group
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
MassMutual Financial Group Regional Life Internal Wholesalersince Mar 2010Barnum Financial Group an Office of MetLife Financial PlannerOct 2005 - Mar 2010
Skills:
Wholesaling, Whole Life, Term Life Insurance, Retirement Income Strategies, Territory Management,...
Certifications:
Series 7, 6, 63, FINRA
Connecticut Life & Health Insurance Licenses, FINRA
Full Profile

Roger Helal Hartford, CT

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Counselor • Advisor • Chief Executive

Experience & Education

Position:
Sales at Roger Helal Financial Planning
Title:
Financial Planner: 121 Patriot Lane, Newington, CT, 860-655-8762
Location:
Newington, Connecticut
Industry:
Investment Management
Work history:
Roger Helal Financial Planning Salessince Apr 2012CUNA Mutual Group Members Financial AdvisorOct 2006 - Mar 2012
Skills:
Mutual Funds, Series 63, Asset Allocation, Portfolio Management, Retirement Planning, Wealth...
Full Profile

Vernon Baker Hartford, CT

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Reverend • Pastoral Worker • Clergy • Agent • Sales Agent • Sales Representative • Board Member • Chief Executive • Management Team Executive • Operations Manager • Author

Experience & Education

Position:
Advisor at BACH Investments Plus, LLC
Title:
Qualified Financial Planner, Chartered Financial Consultant, and Certified Fund Specialist
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
BACH Investments Plus, LLC Advisorsince 1984
Certifications:
Certified Fund Specialist, The Institute of Business and Finance
Chartered Financial Consultant, The American College
Full Profile

Lisa Krawczyk Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Supporting Member • Counselor • Planner • Team Member • Advisor • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Owner at SIS Associate, LLC, Senior Insurance Services
Title:
Owner, SIS Associate, LLC, Senior Insurance Services
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
SIS Associate, LLC, Senior Insurance Services Ownersince 1996Aetna Life & Casualty Retirement Services Consultant, Actuarial Analyst, Strategic/Financial Planner Commercial AccountsSep 1984 - Oct 1986
Full Profile

Shannon Hotchkiss Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Tax & Financial Planner at InnoVest Financial Services, LLC (Sole Proprietorship)
Title:
Tax & Financial Planner at InnoVest Financial Services, LLC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
InnoVest Financial Services, LLC Tax & Financial Planner
Full Profile

David Grimaldi Hartford, CT

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Planner, CFP®, MBA at Integrated Financial Partners
Title:
Financial Planner, CFP®, MBA
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Integrated Financial Partners Financial Planner, CFP®, MBAsince Dec 2003
Skills:
Estate Planning, Retirement Planning, Investment Strategies, Tax, Retirement, Small Business,...
Full Profile

Edward Goldberg Hartford, CT

Professions & Specialties

Financial Planner • 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 Lincoln Financial Advisors
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Lincoln Financial Advisors - 100 Nothfield Drive Windsor, CT 06095Financial Plannersince Dec 1991
Full Profile

Linda Streett Hartford, CT

Professions & Specialties

Loan Officer • Financial Planner • Loan Officers • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Builder • Construction Specialist • Construction Laborer • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Loan Officer at First World Mortgage Corporation
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
First World Mortgage Corporation Senior Loan Officersince Aug 2012Residential Mortgage Corporation Senior Loan Officer2009 - 2012
Languages:
Some Spanish
Full Profile

Matthew Laucks Hartford, CT

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Transportation Engineer • Civil Engineering Tech • Construction

Experience & Education

Position:
Financial Planner and Recruiter at Primerica Financial Services, Transportation Engineer at State...
Title:
Financial Advisor and Recruiter at Primerica Financial Services
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Primerica Financial Services Financial Planner and Recruitersince Nov 2008State of Connecticut, D.O.T. Transportation Engineersince Oct 1994
Full Profile

Amie Brower Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Office Assistant • Representative • Office Clerk • Clerical Specialist

Experience & Education

Position:
Client Services Director at Meritage Financial Strategies
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Meritage Financial Strategies Client Services Directorsince Jun 2010Skylight Financial Group - Cleveland/Akron, Ohio AreaSales AssistantFeb 2009 - May 2010
Skills:
Series 7, Series 66
Full Profile

Marilyn Steinmetz Hartford, CT

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 at LPL Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Annie Mohanty Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at New York Life Insurance Company, Accounts Payable at Rockville Bank
Title:
Financial Planner at New York Life Insurance Company
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
New York Life Insurance Company Financial Plannersince Jan 2013Rockville Bank Accounts Payablesince Mar 2012
Skills:
Complex problem solving, Critical Thinking, Active Listening, Time Management, Sales Motivation,...
Full Profile

Lyle Pennell Hartford, CT

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Guide • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Planner at Barnum Financial Group / Metlife
Title:
Senior Financial Planner at Barnum Financial Group, An Office of MetLife
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Barnum Financial Group / Metlife - Farmington, CTSenior Financial Plannersince Jul 2008Ameriprise Financial Services, Inc. - Farmington, CTFinancial AdvisorSep 2002 - Jun 2008
Certifications:
Chartered Finanical Consultant, The American College
Chartered Retirement Planning Counselor, College for Financial Planning
Full Profile

Barbara Buzzelli Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Volunteer • Non-Profit • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Realtor at William Pitt Sotheby's International Realty
Title:
financial planner and consultant
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
William Pitt Sotheby's International Realty Realtorsince Jan 2007Care & Share of East Lyme, Inc. Past-PresidentOct 2000 - Jan 2010
Full Profile

Cheryl Yandell Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Secretary at Midwest Wealth Builders
Title:
Grateful to have a job!
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Midwest Wealth Builders - Schereville, INSecretarysince Mar 2012Unemployed and Looking for Work AvailableApr 2009 - Jun 2009
Skills:
Non-profits, Fundraising, Event Planning, Editing, Strategic Planning, Grant Writing, Public...
Full Profile

Mitch Bright Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Manager, Financial Services/Financial Planner at Prudential
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Lizz Milardo Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner, Special Needs Planner, Financial Services Representative at Barnum Financial...
Title:
Financial Planner, Financial Services Representative at Barnum Financial Group, an Office of MetLife
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Barnum Financial Group, an Office of MetLife - 45 Glastonbury Blvd. Glastonbury, CT 06033Financial Planner, Special Needs Planner, Financial Services Representativesince Nov 2007
Full Profile

Jay Cfp Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner/ Advisor at Maffe Financial Group, Financial Planner/ Advisor at Maffe Financial...
Title:
Financial Planner/ Advisor at Maffe Financial group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Maffe Financial Group Financial Planner/ AdvisorMaffe Financial group Financial Planner/ Advisorsince Feb 2002
Full Profile

Jocelin Kannadan Hartford, CT

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Information Specialist • IT Specialist • Customer Service • Vice President • Operations Manager • Analysts • Student Worker

Experience & Education

Title:
Financial Services Professional
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
RAYMOND JAMES FINANCIAL Financial Planner/Junior Partner - Wealth ManagementApr 2006 - Apr 2010Wachovia Securities Account Administrator, Information/Portfolio SpecialistJul 2002 - Apr 2006
Full Profile

Thomas Renison Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Connecticut Financial Group, President at Connecticut Financial Group
Title:
President at Connecticut Financial Group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Connecticut Financial Group Financial PlannerConnecticut Financial Group Presidentsince Jan 1990
Full Profile

Christopher Weitz Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Front Store Financial Planner at CVS Caremark Corporation
Location:
Hartford, Connecticut Area
Industry:
Retail
Work history:
CVS Caremark Corporation Front Store Financial Plannersince Mar 2010Bob's Stores Merchandise ControllerJul 2004 - Aug 2010
Full Profile

Judith Gray Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Financial Officer • Financial Manager

Experience & Education

Work

Company:
Mckesson pharmaceutical - Rocky Hill, CT
Executive assistant
Company:
Integrated financial partners - Glastonbury, CT
Administrative assistant to financial planner
Full Profile

Michael Capofari Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Apprentice • Analyst • Analysts • Student Worker • Advisor

Experience & Education

Work

Company:
The hartford
It business analyst - technology leadership development program
Company:
Ameriprise financial - Winchester, MA
Financial planner intern

Skills

Microsoft Office Products (Excel, PowerPoint, SharePoint specific), Microsoft Business Intelligence ...
Full Profile

Mike Kurtz Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Customer Service

Experience & Education

Position:
Account Executive at Fidelity Investments
Title:
Financial Planner ChFC, CMFC
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Fidelity Investments - West Hartford CTAccount Executivesince Aug 2010Hartford Life Retirement Plans ConsultantJun 1987 - May 2009
Full Profile

Philip Ludwig Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Chief Executive • Operations Manager • Certified Public Accountant • Income Tax Preparer • Accounting Bookkeeper • Bookkeeper • Tax Preparer • Tax Accountant

Experience & Education

Position:
Owner at Philip K. Ludwig, CPA
Title:
Owner, Philip K. Ludwig, CPA
Location:
Hartford, Connecticut Area
Industry:
Accounting
Work history:
Philip K. Ludwig, CPA Ownersince Jan 1986Heublein Director1976 - 1983
Full Profile

Roger Helal Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Counselor • Advisor • Customer Service

Experience & Education

Work

Company:
Connex credit union - North Haven, CT
Financial service representative
Company:
Lincoln financial advisors - Windsor, CT
Independent financial planner
Full Profile

Steven Lazarus Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Realtor at Century 21
Title:
Realtor in the Greater Hartford Area
Location:
Hartford, Connecticut Area
Industry:
Real Estate
Work history:
Century 21 RealtorLazarus Financial Group, LLC Financial PlannerJan 1998 - May 2000
Full Profile

Sam Elsewisy Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Agent • Sales Representative

Experience & Education

Position:
Insurance Broker and Financial Planner at Pioneer Insurance
Title:
Owner Of Pioneer Insurance Agency
Location:
Hartford, Connecticut Area
Industry:
Insurance
Work history:
Pioneer Insurance Insurance Broker and Financial Plannersince Aug 2005
Full Profile

Andy Bauer Hartford, CT

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 ING Financial Partners
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
ING Financial Partners Financial Planner
Full Profile

Laura Sundquist Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Planner at Sage Financial Design, Inc
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Sage Financial Design, Inc Senior Financial Plannersince Oct 1996American Women's Club of Paris Vice President of Activities1993 - 1995
Full Profile

Robert Violet Hartford, CT

Professions & Specialties

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

Experience & Education

Position:
Owner at Robert D Violet, Financial Planner, Financial Planner at Lincoln Financial Advisors,...
Title:
Owner, Robert D Violet, Financial Planner
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Robert D Violet, Financial Planner OwnerLincoln Financial Advisors Financial Plannersince 1992
Full Profile

Rich Gribinas Hartford, CT

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 MW Financial Group,Ltd
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
MW Financial Group,Ltd Financial Plannersince 1982
Full Profile

Laura Sundquist Hartford, CT

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 Sage Financial Design, Inc.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Sandra Baranowski Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Program Coordinator • Managers

Experience & Education

Position:
Financial Planner Certificate Program Coordinator at Manchester Community College
Location:
Hartford, Connecticut Area
Industry:
Higher Education
Work history:
Manchester Community College Financial Planner Certificate Program Coordinator
Full Profile

Dawn Landino Hartford, CT

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 New England Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
New England Financial Financial Planner
Full Profile

Gary Wolff Hartford, CT

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at Self Employed (Self-employed)
Title:
financial planner at Self Employed
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Self Employed Financial planner
Full Profile

Michael Orzolek Hartford, CT

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 Prudential Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Prudential Financial Financial Planner
Full Profile

Jennifer Barry Hartford, CT

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 Capital Strategies Inc.
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Capital Strategies Inc. Financial PlannerTravelers Life & Annuity Information EngineerJun 1980 - Dec 1992
Full Profile

Thomas Renison Hartford, CT

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 Connecticut Financial Group
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Work history:
Connecticut Financial Group Financial Planner
Full Profile

Julia Orlowski Hartford, CT

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 at Wachovia Securities
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Salvatore Presutti Hartford, CT

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 at Lincoln Financial Advisors
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Bill Violet Hartford, CT

Professions & Specialties

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

Experience & Education

Title:
Owner at Robert D Violet, Financial Planner
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile

Mike Orzolek Hartford, CT

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 at Prudential Financial
Location:
Hartford, Connecticut Area
Industry:
Financial Services
Full Profile


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