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Financial Services Professionals in Conshohocken, PA

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168 results found

Rodney Jones Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Executive Vice President • Chairperson • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Corporate Executive • Deputy Manager • Community Service Manager • Admiral • Government Administration Professional • Property Manager • Real Estate Manager • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Executive Vice President at CV Investments, President at National Capital Resources, LLC
Title:
Executive Vice President at CV Brokerage
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
CV Investments - Conshohocken, PAExecutive Vice Presidentsince Jan 2013National Capital Resources, LLC Presidentsince Jan 2000
Languages:
Spanish
Full Profile

Ryan Lazzeri Philadelphia, PA

Professions & Specialties

Municipal Bond Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Apprentice • Analysts • Master of Business Administration • Bachelor of Science • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Student Worker

Experience & Education

Position:
Municipal Bond Trader at The Vanguard Group, Senior Municipal Bond Trader at The Vanguard Group
Title:
Municipal Bond Trader at The Vanguard Group
Location:
Greater Philadelphia Area
Industry:
Capital Markets
Work history:
The Vanguard Group Municipal Bond Tradersince Dec 2010The Vanguard Group - Malvern, PASenior Municipal Bond Tradersince 2009
Full Profile

Cheryle Marchiano Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • Inspector • Customer Service • Client Service Officer • Chief Administrative Officer • Director • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • State Inspector General • State Inspector • Educational Manager

Experience & Education

Position:
Retirement Specialist - Investment Advisor at Nationwide Financial
Title:
Investment Adviser Representative
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Nationwide Financial - Southern New Jersey TerritoryRetirement Specialist - Investment Advisorsince Oct 2002Susquehanna International Group Brokerage Desk AssistantMar 2001 - Nov 2001
Skills:
Series 63, Series 7, Mutual Funds, Investments, Retirement Planning, Insurance, Uniform Combined...
Full Profile

Kimberly Edwards Philadelphia, PA

Professions & Specialties

Financial Services Professional • Banker • Financial Services Sales Agent • Advisor • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Branch Manager • Business Unit Manager • Business Administration Specialist • Operations Manager • Marketing Manager • Training and Development • Branch Manager • Field Marketing Specialist • Marketing Administrator • Spokesperson • Chief Executive • Corporate Executive • Recruitment

Experience & Education

Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Conshohocken, PARegistered Support AssistantMar 2011 - May 2012Citibank Assistant Branch Manager & Licensed Personal BankerAug 2006 - Apr 2009
Skills:
Networking and relationship building, Fundraising, Product development research, Consistently...
Certifications:
Series 7 - General Securities Representative, FINRA
Series 66 - Uniform Combined State Law Examination, FINRA
Full Profile

Brandon Kauffman Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Creative Director • Art Director • School Principal • School Administrator • Educational Manager • Designers • Brand Planner • Brand Representative • Consumer Goods Professional • Commodities Clerk • Founder • Marketing Manager • Founding Member • Chief Executive • Apprentice • Non-Profit • Student Worker • Advertising Sales Agent • Retail Professional • Retail Salesperson

Experience & Education

Position:
Creative Director at Humid, Principal, Designer at Type Image Form
Title:
Creative Director at Humid
Location:
Greater Philadelphia Area
Industry:
Design
Work history:
Humid - Conshohocken, PACreative Directorsince Dec 2012Type Image Form - Philadelphia, PAPrincipal, Designersince 2004
Skills:
Logo Design, Corporate Identity, Visual Communication, Web Design, Art Direction, Branding &...
Full Profile

Richard Dunn Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Talent Acquisition Advisor • Talent Agent • Recruitment • Leader • Counselor • Managers • Advisor • Consumer Goods Professional • Commodities Clerk • Director • Partner • Operations Manager • Chief Executive • Educational Manager • Biologist • Biological Scientist

Experience & Education

Position:
Search Consultant at Gulian & Associates (Sole Proprietorship)
Title:
Experienced Talent Acquisition Leader (Corporate, RPO, Retained Search)
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Gulian & Associates - Conshohocken, PASearch Consultantsince Oct 2012Campbell Soup Company - Camden, NJDirector, Global Talent AcquisitionOct 2010 - Sep 2012
Full Profile

Phil Giordano Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner • Model • Student Worker • Entertainment Professional • Entertainer • Budget Officer • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Counselor • Apprentice • Advisor • Summer Associate • Paralegal • Sales Account Associate • Sales Executive • Manager • Sales Manager • Operations Manager • Master of Business Administration • Bachelor of Science • Master of Science • Surgical Specialist

Experience & Education

Position:
Administrator at Cigna-HealthSpring
Location:
Greater Philadelphia Area
Industry:
Hospital & Health Care
Work history:
Cigna-HealthSpring - Greater Philadelphia AreaAdministratorsince Oct 2011Morgan Stanley - West Conshohocken, PAFinancial AdvisorJan 2010 - Aug 2011
Skills:
Budgets, Building Relationships, Negotiation, Leadership, Marketing, Analysis, Management, Finance, ...
Full Profile

Michele Burkholder Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Manager • Market Analyst • Brand Planner • Market Research Analyst • Brand Representative • Chief Administrative Officer • Chairperson • Chief Executive • Region Manager • Production Manager • Marketing Manager • Area Manager • Managers

Experience & Education

Position:
Financial Advisor at 1847 Financial
Title:
Financial Advisor, CLU, ChFC, CPCU
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
1847 Financial - 161 Washington Street, Suite 700, Conshohocken, PA 19428Financial Advisorsince Feb 2013UFinancial Financial PlannerApr 2008 - Feb 2013
Full Profile

Susan Stavish Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Manager • Operations Manager • Philanthrope • Non-Profit • Fiduciary • Trust Law Attorney • Lawyers • Management Team Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Manager at Stavish Family Investments
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Stavish Family Investments - Havertown, PAInvestment Managersince Mar 2012Wells Fargo Advisors, LLC - Conshohocken, PAFinancial AdvisorSep 2008 - Aug 2011
Skills:
Business Development, Wealth Management, Alternative Investments, Portfolio Management, Investment...
Full Profile

Dan Brady Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Advisor • Customer Service • Client Service Officer • Software Engineer • Software Developers • Finance and Accounting Specialist • Financial Planning Analyst • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Director, Professional Services at eMoney Advisor
Title:
Financial Advisor Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EMoney Advisor - Conshohocken, PADirector, Professional Servicessince Sep 2012EMoney Advisor - Conshohocken, PAFinancial Planning AnalystMar 2010 - Sep 2012
Skills:
Strategic Financial Planning, Analysis, Investment Strategies, Estate Planning, Retirement...
Full Profile

Ervis Zeneli Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Project Engineer • Engineering Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Public Accountant • Construction • Volunteer • Recognition • Advisor • Non-Profit • Bachelor of Science • Minor in Business Administration • High School Diploma • Chairperson • Chief Executive • Student Worker • Animator

Experience & Education

Position:
Project Engineer at Hill International
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Hill International - Greater Philadelphia AreaProject Engineersince Feb 2012Delaware Valley Financial Group - Conshohocken, PAFinancial Associate2011 - Aug 2012
Full Profile

Jeffrey Edwards Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Programmer • Computer Programmer • Cobol Developer • Software Developer • Software Developers • Information Systems Analyst • IT Analyst • Systems Administrator • Computer Systems Administrator • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Financial Advisor at Primerica
Title:
Financial Analyst
Location:
United States
Industry:
Financial Services
Work history:
Primerica - Conshohocken, PAFinancial Advisorsince Aug 2012BNY Mellon - Wilmington, DEConsultantFeb 2011 - Nov 2011
Languages:
German
Full Profile

Josh Brawer Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Analysts • Student Worker • Sales Representative • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Leasing Representative at Brixmor
Title:
Leasing Representative at Brixmor Property Group
Location:
Philadelphia, Pennsylvania
Industry:
Commercial Real Estate
Work history:
Brixmor - Conshohocken, PALeasing Representativesince Nov 2012Eldorado Trading Group Eurodollar Futures Trader2007 - Nov 2012
Full Profile

Marc Eisen Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist • Nurse • Nurse Practitioner

Experience & Education

Position:
Institutional Sales Trader at Fulcrum Securities, Business Development Manager-Investor at Market...
Title:
Institutional Sales Trader at Fulcrum Securities
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Fulcrum Securities - Radnor PaInstitutional Sales Tradersince Jan 2013Market 76 Business Development Manager-Investorsince Apr 2011
Full Profile

Brendan Dooley Conshohocken, PA

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Managers • Student Worker

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Conshohocken, Pennsylvania
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Oct 2012Wells Fargo - Greater Philadelphia AreaLicensed Personal BankerJul 2010 - Oct 2012
Skills:
Retirement Planning, Wealth Management, College Savings Plans
Full Profile

Brian Carlin Conshohocken, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Master of Science • Bachelor of Arts • Financial Manager • Team Member

Experience & Education

Work

Company:
Vanguard
Service administrator
Company:
Vanguard
Financial associate

Skills

Certified Financial Planner (tm), Series 6, 7, and 63 Licenses
Full Profile

Ray Moore Philadelphia, PA

Professions & Specialties

Banker • Mortgage Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Mortgage Banker at Freedom Mortgage
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Freedom Mortgage Senior Mortgage Bankersince Apr 2007Champion Mortgage - Marlton, NJSenior Mortgage SpecialistSep 2003 - Apr 2007
Skills:
USDA, Credit, Loans, Refinance, Mortgage Lending, FHA
Full Profile

Alison Pettine Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager

Experience & Education

Position:
Financial Associate at 1847Financial
Title:
Financial Advisor - 1847Financial
Location:
Conshohocken, Pennsylvania
Industry:
Financial Services
Work history:
1847Financial - ConshohockenFinancial Associatesince Feb 2012The American College Director of Alumni RelationsSep 2011 - Dec 2011
Languages:
Spanish
Full Profile

Mark Magliente Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Chairperson • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Counselor • Advisor • Operations Manager • Business Administrator • Analysts • Bachelor of Science • Buyer and Seller • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer

Experience & Education

Position:
Partner at DM Capital Partners, Inc., President at Colwell Lane Associates, LLC, Realtor at...
Title:
President at Colwell Lane Associates, LLC
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
DM Capital Partners, Inc. Partnersince Jun 2013Colwell Lane Associates, LLC - Conshohocken, PAPresidentsince Nov 2004
Skills:
Investment Properties, Rehabbing, Wholesaling, Income Properties, Real Estate, Buyer...
Full Profile

Alexander Cabot Philadelphia, PA

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Managing Partner • Co-Founder • Partner • Chief Executive • Founder • Founding Member • Financial Manager • School Principal • School Administrator • Educational Manager • Investor • Analyst • Analysts • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Managing Partner; Registered Principal, RJFS at Birch Run Financial
Title:
Managing Partner at Birch Run Financial; Registered Principal, RJFS
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Birch Run Financial - Wayne, PAManaging Partner; Registered Principal, RJFSsince Nov 2012The Wiley Group - West Conshohocken, PAPrincipal, Quantitative AnalystOct 2009 - Nov 2012
Skills:
Factor Analysis, Financial Modeling, Financial Risk Management
Languages:
English, French
Full Profile

Susan Allan Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor - Stifel Nicolaus at Stifel Financial Corp.
Title:
Financial Advisor, CRPS, AWMA, AAMS - Stifel Nicolaus at Stifel Financial Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Conshohocken, PAFinancial Advisor - Stifel Nicolaussince Jun 2009Smith Barney - Blue Bell, PAFinancial Planning SpecialistAug 2000 - Jun 2009
Certifications:
CRPS® - Chartered Retirement Plan Specialist(sm), College For Financial Planning
AWMA® - Accredited Wealth Management Advisor(sm), College For Financial Planning
Full Profile

Mike Conk Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Partner • Corporate Executive • Chief Executive • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Managing Director at Principal Financial Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Principal Financial Group - 100 W. Elm Street Suite 200, Conshohocken, PA 19428Managing Directorsince Mar 2013New York Life Insurance Company - Bala Cynwyd, PAPartnerJun 2009 - Mar 2013
Full Profile

Robert Glazer Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Contractor • Counselor • Advisor • Human Resources Specialist • Recruitment • Data Entry Specialist • Data Scientist • Customer Service • Client Service Officer • Consumer Goods Professional • Commodities Clerk • Independent Business Owners • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper • Operations Manager • Health Professional • Health Practitioner

Experience & Education

Title:
HRIS Contractor at Endo Pharmaceuticals
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Endo Pharmaceuticals - Malvern, PAHRIS ContractorMar 2013 - Jun 2013John Templeton Foundation - West Conshohocken, PAConsultant Payroll/HRISMay 2012 - Oct 2012
Full Profile

Greg Watson Philadelphia, PA

Professions & Specialties

Banker • Mortgage Specialist • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at Gateway Funding
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Gateway Funding - Conshohocken, PABranch Managersince Nov 2011Allied Home Mortgage Corp. Branch ManagerAug 2008 - Jan 2012
Full Profile

Casey Nicholas Conshohocken, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
The hartford mutual funds
Company:
Self employed - Narberth, PA
Equities trader
Full Profile

Jon Bettner Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Equipment Tools Purchasing Agent • Client Service Officer • Consumer Goods Professional • Sales Executive • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Customer Service • Sales Manager

Experience & Education

Title:
Aggressive and Effective Outside Sales Professional
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Broudy Precision Equipment - West Conshohocken, PASales AssociateSep 2011 - Sep 2012Broad Street Media - Cherry Hill, NJSales AssociateApr 2011 - Sep 2011
Full Profile

Annette Driscoll Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Project Manager • Partner • Manager • Owner • Project Managers • Chief Executive • Operations Manager • Marketing Manager • Consumer Goods Professional • Commodities Clerk • SEO Specialist • Web Marketer • Business Consultant • Advisor • Warehousing Manager • Warehousing Professional • Stocker • Stock Clerk • Sales Agent • Sales Representative • Advertising Sales Agent • Independent Business Owners • Data Analyst • Data Entry Specialist • Data Scientist • Computer Specialist • IT Specialist

Experience & Education

Title:
Project Manager
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
ShopRunner - Conshohocken, PAPartner Integration ManagerNov 2012 - Jun 2013Infosys Project ManagerJul 2012 - Oct 2012
Skills:
Business Analysis, E-commerce, Project Management, Process Improvement, Vendor Management, IBM...
Full Profile

Zachary Jaggers Conshohocken, PA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Citizens bank
Banker/teller
Full Profile

Gregory Malcolm Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Compliance Officer • School Administrator • Educational Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Specialist at PNC Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PNC Investments - Montgomeryville, PAFinancial Specialistsince Jul 2012PNC - North Wales, PALicensed Financial Sales ConsultantFeb 2008 - Jul 2012
Full Profile

Jeff Grady Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Corporate Executive • Entertainment Professional • Entertainer • Contractor • Independent Business Owners

Experience & Education

Position:
Agency Owner at Farmers Insurance Agent
Title:
Agency Owner Farmers Insurance
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Farmers Insurance Agent - Delran/Cherry Hill NJAgency Ownersince Jan 2011Independence Financial LLC - Conshohocken, PAFinancial AssociateApr 2011 - Sep 2011
Full Profile

John Mcgee Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Consumer Goods Professional • Commodities Clerk • Financial Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
President - Retail Operations - US Northeast at FromTheWarehouse.Biz, President - Retail Operations ...
Title:
President - Retail Operations - US Northeast at FromTheWarehouse.Biz
Location:
Greater Philadelphia Area
Industry:
Retail
Work history:
FromTheWarehouse.Biz - West Conshohocken, Pa.President - Retail Operations - US Northeastsince Jun 2013FromTheWarehouse.Biz - West Conshohocken, Pa.President - Retail Operations - Eastern Pa.since May 2013
Full Profile

Joanne Palombo Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Physical Education Professors

Experience & Education

Position:
Associate Financial Advisor at Boenning & Scattergood, Inc.
Location:
Conshohocken, Pennsylvania
Industry:
Financial Services
Work history:
Boenning & Scattergood, Inc. - West Conshohocken, PAAssociate Financial Advisorsince Apr 2013Wells Fargo Advisors, LLC - Conshohocken, PARegistered Client AssociateJun 2011 - Apr 2013
Full Profile

Keith Brown Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager at UBS Financial Services Inc.
Location:
Conshohocken, Pennsylvania
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Branch Managersince Jan 1998UBS Financial Services - Philadelphia, PAFinancial AdvisorMar 1988 - Dec 1997
Full Profile

Donald Perry Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chairperson • Team Leader • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
President at PD7 Products Inc.
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
PD7 Products Inc. - Fort Washington, PAPresidentsince Jan 2012Pfizer - Conshohocken, PATeam Leader, Utilities Engineering2005 - 2008
Full Profile

Leon Hawes Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Information Technology Specialist • IT Specialist • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Specialist • Lawyers • Field Marketing Specialist • Marketing Administrator • Marketing Manager • Recruitment

Experience & Education

Position:
Business Analyst at Botci Solutions
Title:
Business Analyst
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Botci Solutions - Greater Philadelphia AreaBusiness Analystsince Mar 2009Wells Fargo - Devon PALicensed Retail Banker, Wachovia at Work BankerJul 2006 - Feb 2009
Full Profile

Susan Barrett Philadelphia, PA

Professions & Specialties

Financial Services Professional • Portfolio Manager • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • Owner • Director • Board Member • Chairperson • Chief Executive • Operations Manager • Management Team Executive • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Hand Weaver • Sewer • Advisor • Administrative Associate • Administrative Clerk • Clerical Specialist • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Strawberry Fields Juice Bar/R&S Real Estate Holdings, Director at Cornerstone Bank,...
Title:
Independent Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Strawberry Fields Juice Bar/R&S Real Estate Holdings Ownersince Jan 2010Cornerstone Bank - Mt. Laurel, New JerseyDirectorsince Oct 2009
Full Profile

Sandy Renninger Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Consumer Goods Professional • Sales Support • Commodities Clerk • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Volunteer • Non-Profit • Master of Science • Juris Doctor • Customer Service

Experience & Education

Position:
Working as Volunteer for various Non-Profit Organizations while in transition at National MS Society
Title:
Customer Service Professional
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
National MS Society - Montgomery County, PAWorking as Volunteer for various Non-Profit Organizations while in transitionsince Jun 2011Lutron Electronics Sales Support SpecialistApr 2011 - Jun 2011
Full Profile

Wendy Foster Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Administrator • Chief Communications Officer • Chief Executive • Marketing Manager

Experience & Education

Position:
Business Development & Relationship Management (part-time), The Tower Bridge Group at Morgan...
Title:
Business Development & Relationship Management, The Tower Bridge Group at Morgan Stanley
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Conshohocken, PABusiness Development & Relationship Management (part-time), The Tower Bridge GroupFirst Niagara & LPL Financial - Spring House, PAPersonal Financial Associate2012 - 2013
Full Profile

Jim Hoffman Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Associate • Sales Executive • Construction • Vice President • Managing Partner • Partner • Sales Manager • Chief Executive • Entertainment Professional • Entertainer

Experience & Education

Position:
Sales Associate at Coldwell Banker Commercial NRT, Realtor at Coldwell Banker Preferred
Title:
Realtor at Coldwell Banker Preferred
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Coldwell Banker Commercial NRT Sales Associatesince Jan 2011Coldwell Banker Preferred - Conshohocken PARealtorsince Jun 2007
Full Profile

Jim Romano Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sports Trainer • Sports Trainers • Athletes

Experience & Education

Position:
Realtor at Coldwell Banker Preferred
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Coldwell Banker Preferred - Conshohocken, paRealtorsince Apr 2007Lightning-Fast Training - Lawrenceville, NJStrength and Conditioning Coach2005 - 2007
Full Profile

Joel Freedman Philadelphia, PA

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Operations Manager

Experience & Education

Position:
Financial Advisor | Senior Vice President | CFP(R) at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley | CFP(R)
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley - West Conshohocken, PAFinancial Advisor | Senior Vice President | CFP(R)since Mar 2009Wachovia Securities LLC - Conshohocken, PAFinancial Advisor | Senior Vice PresidentDec 2002 - Mar 2009
Certifications:
Certified Financial Planner (TM), Certified Financial Planner Board of Standards, Inc.
Full Profile

Jaclyn Conboy Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Real Estate Manager • Horse Racer • Racer

Experience & Education

Position:
Administrative Assistant at Brinker Capital, Financial Advisor at Independence Financial Associates
Title:
Administrative Assistant at Brinker Capital
Location:
Greater Philadelphia Area
Industry:
Insurance
Work history:
Brinker Capital Administrative Assistantsince Sep 2011Independence Financial Associates Financial Advisorsince Nov 2009
Full Profile

Andrew Carnevale Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Master of Science • Senior Customer Service Representative • Client Service Officer • Customer Service • Operations Manager

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Janney Montgomery Scott - Radnor, PAFinancial Advisorsince Jun 2012Morgan Stanley Smith Barney - Blue Bell, PAFinancial Advisor AssociateNov 2011 - Jun 2012
Skills:
Series 7, Series 66, Wealth Management, Financial Advisory, Asset Allocation, Retirement Planning,...
Full Profile

Stephanie Goldson Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Apprentice • Management Analyst • Tour Guide • Chief Executive Officer • Corporate Executive • Chief Executive • Master of Business Administration • Data Entry Specialist • Data Scientist • Student Worker

Experience & Education

Work

Company:
Newtopia
Financial consultant
Company:
Certainteed (saint-gobain)
Pricing analyst

Skills

Skill #1 Teamwork - My last 3 positions have required me to work across numerous departments,...
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Peter Liebert Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Project Managers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Manager

Experience & Education

Position:
FINANCIAL ADVISOR at WM. McKINLEY & ASSOCIATES, SR. VICE PRESIDENT at COLLIERS INTERNATIONAL
Title:
SR. VICE PRESIDENT at COLLIERS INTERNATIONAL
Location:
Conshohocken, Pennsylvania
Industry:
Real Estate
Work history:
WM. McKINLEY & ASSOCIATES - MALVERN, PAFINANCIAL ADVISORsince Jun 2013COLLIERS INTERNATIONAL - 100 W. WASHINGTON ST. STE. 825 CONSHOHOCKEN, PA 19428SR. VICE PRESIDENTsince Jan 1998
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Ellen Michaelakis Conshohocken, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Managers • Advisor • Manager • Operations Manager • Controller • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Finance Coordinator at WorleyParsons
Location:
United States
Industry:
Oil & Energy
Work history:
WorleyParsons - Conshohocken, PAFinance Coordinatorsince Feb 2011Sunoco Financial Consultant2005 - Feb 2011
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Kevin Gianfortune Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Lacrosse Coach • Sports Game Coach • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at 1847 Financial, Registered Representative at Penn Mutual, Boys Lacrosse Coach...
Title:
Financial Advisor at 1847 Financial
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
1847 Financial - 161 Washington St. Eight Tower Bridge Suite 700, Conshohocken PA 19428Financial Advisorsince 2007Penn Mutual Registered Representativesince 2007
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Susan Allan Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Pension Administrator • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Stifel Financial Corp., Financial Advisor, Chartered Retirement Plan...
Title:
Financial Advisor, Chartered Retirement Plan Specialist, Wealth Manager at Stifel Financial Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. Financial Advisorsince Jun 2009Stifel Financial Corp. - Conshohocken, PAFinancial Advisor, Chartered Retirement Plan Specialist, Wealth Managersince Jun 2009
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Joanne Babaian Conshohocken, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Human Resources Specialist • Recruitment • Consumer Goods Professional • Commodities Clerk • Manager • Operations Manager

Experience & Education

Position:
Human Resources/Labor Relations at ArcelorMittal USA
Title:
Human Resources/Labor Relations Mgr.
Location:
Conshohocken, Pennsylvania
Industry:
Consumer Goods
Work history:
ArcelorMittal USA Human Resources/Labor Relationssince 1997Mittal Steel - ConsohohockenHuman Resources/Labor Relations Manager2005 - 2006
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Craig Scott Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Model • Founder • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Founder at Quattro Advisors
Title:
Unbiased Financial Advice Serving Your Best Interest in All Aspects of Your Financial Life. That's our PFO Model.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Quattro Advisors Foundersince Sep 2009Morgan Stanley Smith Barney - Conshohocken, PAFinancial AdvisorJan 2004 - Sep 2009
Skills:
Strategic Financial Planning, Wealth Management, Mortgage Banking, Retirement Planning, Strategic...
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