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Financial Planners in Stamford, CT

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Here is a complete list of nearly every available Financial Planners in Stamford, CT.

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22 results found

Michael Burke Stamford, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer Service

Experience & Education

Work

Company:
Prudential financial
Company:
Nationwide financial services
Financial planner

Jose Abreu Stamford, CT

Professions & Specialties

Financial AssociateFinancial PlannerFinancial Services ProfessionalFinancial Services Sales AgentFinancial Management Analyst

Experience & Education

Work

Company:
First niagara bank
Personal financial associate (pfa)
Company:
Metlife - Stamford, CT
Financial planner

Owen Mao Stamford, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentInformation Technology SpecialistIT SpecialistMaster of Business AdministrationBookkeeper

Experience & Education

Position:
Financial Planner at Gartner Consulting
Title:
at Gartner Consulting
Location:
Stamford, Connecticut
Industry:
Information Technology and Services
Work history:
Gartner Consulting - United StatesFinancial Plannersince 2011University of Connecticut Full Time MBA StudentAug 2009 - May 2011
Languages:
Chinese

James Sirico Stamford, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystCounselorCrewmanAnalystsAdvisorTeam Member

Experience & Education

Work

Company:
United way (volunteer), previous consulting assignments: pepsico, ibm, united rentals, ge capital
Senior treasury consultant
Company:
Pitney bowes credit corporation
Business and financial planner

Jose Abreu Stamford, CT

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorNotaryLawyers

Experience & Education

Work

Company:
New york sports club
Membership consultant
Company:
Metlife - Stamford, CT
Financial planner

Donna Donaldson Stamford, CT

Professions & Specialties

Financial Management AnalystManagerVice PresidentChairpersonOperations ManagerChief ExecutiveSigning AgentNotaryLawyersLicensed Real Estate BrokerProperty ManagerReal Estate ManagerAccounting BookkeeperBookkeeper

Experience & Education

Position:
Vice President at Citi Commercial Bank
Title:
Export Loan Products Manager
Location:
Stamford, Connecticut
Industry:
Banking
Work history:
Citi Commercial Bank - Stamford, CTVice Presidentsince Sep 2010D&D Closing Service LLC - Branford ConnecticutPresidentMar 2008 - Sep 2010
Financial Planner for Individuals

Natalie Kener Stamford, CT

Professions & Specialties

Financial Services Sales AgentInvestorProject ManagerSupporting MemberSpecial Projects ManagerTeam MemberCustomer ServiceClient Service OfficerProject ManagersAnalystsAccounting BookkeeperBookkeeper

Experience & Education

Work

Company:
Myken corp
Project manager; finance associate
Company:
Dynasil corp - Watertown, MA
Inside sales/customer service; special project manager

Pooja Brahmania Stamford, CT

Professions & Specialties

Business AnalystCounselorAnalystAnalystsAdvisorData AnalystData Entry SpecialistData Scientist

Experience & Education

Work

Company:
Rbs
Business analyst (consultant) - m&ib finance change
Company:
Ge capital - Norwalk, CT
Data analyst (consultant) - hq risk analytics team

Pooja Brahmania Stamford, CT

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentData AnalystData Entry SpecialistData ScientistDirectorOperations ManagerRecruitment

Experience & Education

Work

Company:
Ge capital
Data analyst - hq risk analytics team
Company:
Massmutual insurance and financial group - Stamford, CT
Assistant to brokerage director

Skills

Excellent communication and analytical skills

Diana Yang Stamford, CT

Professions & Specialties

OwnerChief ExecutiveCertified Public AccountantAccounting BookkeeperBookkeeperSenior AnalystAnalystAnalysts

Experience & Education

Work

Company:
Cpa practice
Owner/ cpa
Company:
Bunge limited - White Plains, NY
Senior analyst

Robert Cavaliero Stamford, CT

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentChief Executive OfficerCorporate ExecutiveChief ExecutiveSubstitute TeacherEducatorEducation ProfessionalInstructorMarket AnalystMarket Research Analyst

Experience & Education

Work

Company:
South school
Internship/student teaching
Company:
Noodles & company - Charlotte, NC
Assistant general manager

Michael Geotes New York, NY

Professions & Specialties

Financial PlannerFinancial Services ProfessionalFinancial ConsultantFinancial Management AnalystFinancial Services Sales AgentAdvisorRepresentativeCounselorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperStudent WorkerCustomer ServiceDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Financial Planner, Financial Advisor, Investment Advisor Representative, Financial Services Rep at...
Title:
Financial Planner,Financial Services Representative, Financial Advisor,Investment Advisor Representative
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Barnum Financial Group an Office of MetLife - 225 High Ridge Road, East-Building, 1st Floor, Stamford, CT 06905Financial Planner, Financial Advisor, Investment Advisor Representative, Financial Services Repsince Mar 2012Wells Fargo Advisors Financial AdvisorSep 2010 - Mar 2012

Beth Shaw New York, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentProject ManagerSpeakerSpokespersonRepresentativeLife Insurance AgentActuarial AnalystActuarial AssociateInsurance ActuaryStatisticianData Entry SpecialistData ScientistProject ManagersManagersMuseum GuideTour GuideAdvisor

Experience & Education

Position:
Packaging Project Manager at Elizabeth Arden
Title:
Packaging Project Manager/Artwork Trafficker at Elizabeth Arden
Location:
Greater New York City Area
Industry:
Packaging and Containers
Work history:
Elizabeth Arden - Stamford, CTPackaging Project Managersince Sep 2012Reindel Advisory Solutions - Mystic, CTLife Insurance AgentNov 2010 - Aug 2012
Skills:
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows,...

Lin Kreiger New York, NY

Professions & Specialties

Financial Services ProfessionalFinancial PlannerFinancial Services Sales AgentFinancial Management AnalystLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Referral Real Estate Agent at William Pitt Sotheby's International Realty
Title:
Financial Services Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
William Pitt Sotheby's International Realty Referral Real Estate Agentsince May 2010Deloitte & Touche - Stamford, CTFinancial Planner1999 - 2001

Jim O'neil New Rochelle, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentManagerOperations ManagerEquipment Tools Purchasing AgentDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Business & Financial Planner at Pitney Bowes, Manager Global Accounting Operations at Pitney...
Title:
Manager Global Accounting Operations at Pitney Bowes Management Services
Location:
New Rochelle, New York
Industry:
Business Supplies and Equipment
Work history:
Pitney Bowes Business & Financial PlannerPitney Bowes Management Services - Stamford CTManager Global Accounting Operationssince May 2012

Michael Burke New York, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Internal Wholesaler at Prudential Financial
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Prudential Financial - SheltonInternal Wholesalersince Aug 2011Nationwide Financial - Stamford CtFinancial PlannerJan 2011 - Aug 2011

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..

Kate Delanney New York, NY

Professions & Specialties

Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentControllerManagerOperations ManagerFinance and Accounting SpecialistTax AccountantAccounting BookkeeperBookkeeperBachelor of Science

Experience & Education

Position:
Controller at Quantitative Financial Strategies, Inc.
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Quantitative Financial Strategies, Inc. - Greenwich, CTControllersince Mar 2013Deloitte - Stamford, CTTax Manager - Private Company ServicesAug 2011 - Mar 2013
Skills:
Income Tax, High Net Worth Individuals, Financial Planning, Cash Flow, Tax, Strategic Financial...

Kyle Mcnee New York, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAnalystApprenticeAnalystsChief Executive OfficerCorporate ExecutiveChief ExecutiveStudent WorkerOperations Manager

Experience & Education

Position:
Analyst at Information Services Group
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
Information Services Group - Stamford, CTAnalystsince Jun 20121916 Partners - New York, New YorkProperty Management InternJul 2011 - Aug 2011
..a personalized meeting with a licensed financial planner learning sales techniques and pr..

Donald Rhodes Portland, OR

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentRepresentativeCounselorAdvisorCustomer ServiceClient Service OfficerPresenterTechnical Support SpecialistSystems Support SpecialistSupport SpecialistsShift ManagerManagersRetail SalespersonSales RepresentativeInformation Technology SpecialistIT SpecialistBachelor of SciencePsychologistSales ManagerVice PresidentChief ExecutiveSurvey ResearcherPsychology Specialist

Experience & Education

Position:
Senior Transportation Options Representative at TriMet
Location:
Portland, Oregon Area
Industry:
Government Relations
Work history:
TriMet - Portland, Oregon AreaSenior Transportation Options Representativesince Jul 1999Apple - Bridgeport VillageSpecialist (Part Time)Oct 2008 - Jul 2011
Financial Planner at Galaxy Funds

Jackie Mccarthy New York, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCounselorAdvisorBloggerAuthoressAuthorCertified Nurse AideNurseNurse PractitionerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperRepresentativePsychology SpecialistDirector of OperationsOperations Manager

Experience & Education

Position:
Creativity Counselor at www.raisecreativekidz.com, Blogger at www.mommysoffice.com
Title:
Creativity Counselor and Blogger at www.raisecreativekidz.com and www.mommysoffice.com
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Www.raisecreativekidz.com Creativity Counselorsince Jan 2013Www.mommysoffice.com Bloggersince Sep 2012
Financial Planner Division at PIMCO Funds

Lydia Staton New York, NY

Professions & Specialties

Financial Services Sales AgentIndependent ContractorContractorManagerVice President of FinanceChairpersonOperations ManagerVice PresidentChief ExecutiveSupplierServices ProfessionalSales and Service SpecialistSales AgentSales RepresentativeIndependent Business OwnersAnalystsManagement Team ExecutiveDepartment Store SalespersonRetail ProfessionalRetail Salesperson

Experience & Education

Position:
Planning and Analysis Professional at Currently Seeking New Role (Self-employed)
Title:
Planning and Analysis Professional Currently Seeking New Role
Location:
Greater New York City Area
Industry:
Printing
Work history:
Currently Seeking New Role Planning and Analysis ProfessionalCanon Solutions America (formerly Océ) - Trumbull, CtManager, Planning and Analysis2006 - 2013
Business and Financial Planner at Oc


Financial Planners near Stamford, CT036912NorwalkWhite PlainsHuntington StationPurchaseWestportGreenwichArmonkWoodburyRidgefieldSyosset



Financial Planners around Stamford, CT

Armonk  (4)
Bedford  (1)
Glen Cove  (1)
Greenwich  (4)
Mamaroneck  (1)
Mount Kisco  (1)
New Canaan  (2)
Northport  (1)
Norwalk  (12)
Purchase  (7)
Ridgefield  (3)
Riverside  (1)
Rye  (2)
Scarsdale  (1)
Syosset  (2)
Thornwood  (1)
Valhalla  (1)
Weston  (1)
Westport  (6)
White Plains  (10)
Wilton  (2)
Woodbury  (3)

Financial Planners in Connecticut

Sub-specializations

Financial Planner  (22)