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Financial Planners in Parsippany, NJ

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5 results found

Victoria Luongo Parsippany, NJ

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateOffice AssistantAdministrative ClerkClerical SpecialistOffice ClerkManagerChief Executive OfficerDirectorOperations ManagerCorporate ExecutiveChief ExecutiveFinancial ManagerFinancial Analyst

Experience & Education

Work

Company:
The bond academy cosmetology school and salon
Administrative assistant/office manager to ceo and director of admissions
Company:
Stephanie sherman & associates - Whippany, NJ
Marketing assistant to certified financial planner, certified financial analyst & financial...

Brian Wittig Parsippany, NJ

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystChairpersonChief ExecutiveProject ManagersProject ManagerBoard MemberPartnerManagement Team ExecutiveOperations ManagerBookkeeperCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperMathematicsMathematicianSoftware Developers

Experience & Education

Position:
President at Brian Wittig & Associates, LLC
Location:
Denville, New Jersey
Industry:
Accounting
Work history:
Brian Wittig & Associates, LLC - Denville, NJPresidentsince Feb 2013Paper Tiger Marketing, LLC - Glen Rock, NJSr. Technical Project Manager and Financial AdvisorJan 2012 - Jan 2013
Skills:
QuickBooks, Xero, Freshbooks, Harvest, ZenCash, Oracle, Excel, Outlook, Word, Access Database,...
Certifications:
Professional Bookkeeper, Universal Accounting
Xero Certified Partner, Xero
Financial Planner at Prudential Insurance

Daniella Davis Philadelphia, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPlannerManagerOperations ManagerCompensations and Benefits

Experience & Education

Title:
Financial Planner
Location:
Greater Philadelphia Area
Industry:
Telecommunications
Work history:
Alcatel-Lucent - Virtual OfficeFinancial PlannerJan 2007 - Dec 2009Lucent Technologies - Parsippany, NJ / Virtual OfficePlanner & Budget ManagerNov 2001 - Jan 2007
Skills:
Forecasting, Product Management, Mobile Devices, Account Management, Telecommunications

Shannon Waites Philadelphia, PA

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRelationship ManagerAccount Service ManagerClient Service OfficerTeam LeaderOperations ManagerCustomer Service

Experience & Education

Work

Company:
Wells fargo bank, n.a - Philadelphia, PA
Relationship manager
Company:
Wells fargo bank, n.a
Senior financial planner and team leader

Skills

Relationship Management | Cross Selling | Wealth Management | Family Dynamics | Personal Trust...

Mark Schorr New York, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management AnalystBranch ManagerField Marketing SpecialistMarketing AdministratorRelationship ManagerAccount Service ManagerClient Service OfficerPremierGovernment Service ExecutiveGovernment Administration OfficerCivil ServantVice PresidentMarketing ManagerChief ExecutiveCustomer ServiceWarehousing ManagerWarehousing ProfessionalStockerStock ClerkAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice-President, Senior Branch Manager at HSBC
Title:
Vice-President, Cluster Branch Manager at HSBC
Location:
Greater New York City Area
Industry:
Banking
Work history:
HSBC Vice-President, Senior Branch Managersince Feb 2011HSBC Vice President & Senior Premier Relationship ManagerDec 2006 - Feb 2011
Financial Planner at Amex Financial Advisors


Financial Planners near Parsippany, NJ0246810NewarkFlorham ParkLivingstonMontclairRockawaySummitShort HillsRoselandWayneBerkeley Heights



Financial Planners around Parsippany, NJ

Florham Park  (6)
Livingston  (4)
Maplewood  (1)
Mendham  (1)
Montclair  (4)
Morristown  (1)
Mountainside  (1)
Newark  (10)
Orange  (1)
Pine Brook  (1)
Rockaway  (3)
Roseland  (3)
Short Hills  (3)
South Orange  (1)
Springfield  (1)
Succasunna  (1)
Summit  (3)
Wayne  (3)

Financial Planners in New Jersey

Sub-specializations

Financial Planner  (5)