Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in Norwalk, CT

Find a professional & check records

Here is a complete list of nearly all available Financial Planners near you.

Be sure to research other regions near you to find contact information of more service providers.

The Trustoria Directory helps everyone know the best Financial broker for their latest project.

12 results found

Julius Hayward Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentBusiness ConsultantAdvisor

Experience & Education

Work

Company:
Mass mutual ins company
Financial planner
Company:
Ameriprise financial - Norwalk, CT
Financial planner

Skills

IT, Customer Service, Sales, Business Consultant

Andrew Anello Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentMarketing DirectorChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Work

Company:
World financial group, inc
Marketing director
Company:
Metlife financial solutions - Elmsford, NY
Financial planner

Kevin Major Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalIndependent ConsultantCounselorAdvisorPartnerChief ExecutiveOperations Manager

Experience & Education

Work

Company:
Consultant
Independent consultant - financial
Company:
Kolbrenner + alexander llc - Greenwich, CT
Partner / senior financial planner

Paul Zapotosky Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinancial Analyst

Experience & Education

Work

Company:
Pitney bowes
Senior business & financial planner
Company:
Gartner - Stamford, CT
Senior financial analyst

Martin Mezza Norwalk, CT

Professions & Specialties

Financial ConsultantFinancial PlannerEquity TraderFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystTraderCapital Markets ProfessionalApprenticeStudent WorkerMaster of ScienceMaster of Business AdministrationChief Executive

Experience & Education

Work

Company:
Jackson hewitt, norwalk
Intern tax preparer-seasonal
Company:
General electric - Norwalk, CT
Tax intern

Thomas Toal Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOwnerVice President of SalesChief ExecutiveVice PresidentResearcherSurvey ResearcherClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Barkbusters, fairfield county, ct
Owner - dog behavioral training service co
Company:
Concord industries - Norwalk, CT
Vice president of sales and licensing

Wilkens Civil Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerAccounting ClerkAccounting BookkeeperBookkeeperBachelor of Business AdministrationAssociate of ScienceComputational ScientistComputer ScientistsAdvisorClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Kforce staffing agency - Stamford, CT
Temporary assignments
Company:
Prudential - Shelton, CT
Case manager

Nathan Thomsen Norwalk, CT

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerAccount Service ManagerClient Service OfficerAdvisorCustomer ServiceBusiness AdministratorBachelor of ScienceFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Gartner, inc - Stamford, CT
Account executive
Company:
Sagemark consulting - Windsor, CT
Wealth planning advisor

Neel Ahluwalia Norwalk, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentOperations EngineerField EngineerManagement ConsultantBusiness AdministratorManagement AnalystAnalystsChief Executive OfficerCorporate ExecutiveChief ExecutiveOperations ManagerBachelor of Science

Experience & Education

Work

Company:
Activ financial systems, inc
Head of infrastructure capacity
Company:
Activ financial systems, inc

Patrick Feeney New York, NY

Professions & Specialties

Financial PlannerTraderFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalInvestment AnalystPuchasing and Estimating ManagerManaging BrokerFinancial ManagerCounselorAdvisorTechnical SpecialistTechnical Support SpecialistsAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at Northwestern Mutual
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Northwestern Mutual - Westport, CTFinancial Plannersince Jul 2013J. Goldman & Co. - NYCSenior Trader - Syndicate TraderFeb 2010 - Feb 2012

David Greco New York, NY

Professions & Specialties

Financial ConsultantFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentDirectorChairpersonChief Executive OfficerOperations ManagerChief ExecutiveCorporate ExecutiveCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperConstructionLeaderManagersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerExecutive Team LeaderChief Operating OfficerChief Knowledge OfficerFinancial DirectorMarketing DirectorChief Visibility OfficerChief Digital OfficerChief Revenue OfficerChief Learning OfficerTechnology DirectorBusiness Development ManagerHR ManagerGeneral and Operations ManagerDirector of OperationsFinancial OfficerFinancial ManagerTechnology ManagerTechnical ManagersChief AccountantAccount ManagerRepresentativeBusiness AdministratorAdvisorTraining ManagerArmy Lieutenant ColonelMaster of Business AdministrationHuman Resources SpecialistTalent AgentRecruitmentComputer Software ProfessionalDatabase Administration ProfessionalDatabase AdministratorIT AnalystSoftware DevelopersClient Service OfficerCustomer Service

Experience & Education

Position:
Director, Business Development at McGladrey
Location:
Greater New York City Area
Industry:
Accounting
Work history:
McGladrey - Stamford, CTDirector, Business Developmentsince Aug 2012The SalesPreneur - Hamden, CTPresident & CEOJan 2005 - Aug 2012
Skills:
Sales Management, Sales Operations, Direct Sales, Sales Process, Account Management, Product...
Languages:
English, Spanish
Financial Planner specializing in wealth managemen..

James Landis New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentProgram AssociateSupporting MemberLeaderTeam MemberManagersFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProject ManagersStudent Worker

Experience & Education

Position:
Risk Management Program Associate - Credit Risk at GE Capital
Title:
Risk Management Program Associate - Credit Risk
Location:
New York, New York
Industry:
Financial Services
Work history:
GE Capital - New York, New YorkRisk Management Program Associate - Credit Risksince Jul 2013GE Capital - Norwalk, CTRisk Management Program Associate - Enterprise & Operational RiskJun 2012 - Jun 2013
Financial Planner at Global Financial Private Capi..


Financial Planners near Norwalk, CT0510152025StamfordDanburyWestportBridgeportFairfieldGreenwichArmonkRidgefieldNew CanaanWilton



Financial Planners around Norwalk, CT

Armonk  (4)
Bedford  (1)
Bridgeport  (6)
Danbury  (8)
Fairfield  (4)
Greenwich  (4)
New Canaan  (2)
Newtown  (1)
North Salem  (1)
Northport  (1)
Ridgefield  (3)
Riverside  (1)
Southport  (1)
Stamford  (22)
Weston  (1)
Westport  (6)
Wilton  (2)

Financial Planners in Connecticut

Sub-specializations

Financial Planner  (12)