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Financial Services Professionals in Pennington, NJ

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111 results found

Marcos Aliaga Pennington, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Director of Operations • Vice President • Business Development Manager • Chief Executive • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Sports Trainer • Sports Trainers • Advertising Sales Agent

Experience & Education

Position:
Senior Operations Manager - Legal & Estate at Merrill Lynch
Title:
Senior Operations Manager at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJSenior Operations Manager - Legal & Estatesince Sep 2011Bank of America - Philadelphia, PASenior Personal Banker/Business Development ManagerApr 2007 - Sep 2011
Skills:
Sales, Marketing, Financial Analysis, Business Development, Public Relations, Building...
Languages:
Spanish
Certifications:
FINRA Series 7
Full Profile

Mark Henderson Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Diver • Inspector • Rigger • Pedagogue • Bachelor of Science • Operations Manager • Water Transportation Worker

Experience & Education

Work

Company:
Chet morrison contractors llc
Tender/diver
Company:
Platinum financial partners, llc/nl financial alliance
Financial advisor

Skills

Commercial/Scientific Diving via Surface Supplied and SCUBA, Welding/Burning, Machine...
Full Profile

Joel Posligua Pennington, NJ

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychologist • Representative • Psychology Specialist • Graphic Design Specialist • Graphic Designer • Survey Researcher • Sales Executive • Sales Manager

Experience & Education

Position:
Investment Specialist at Merrill Lynch
Title:
Merrill Lynch Investment Specialist
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - pennington, new jerseyInvestment Specialistsince Jun 2013John Thomas Financial - 14 Wall St.StockbrokerMay 2011 - Mar 2013
Languages:
Spanish, Italian
Full Profile

Marcus Place Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager

Experience & Education

Position:
Financial Solutions Advisor at Bank of America Merrill Edge
Title:
Financial Advisor at Bank of America Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Bank of America Merrill Edge Financial Solutions Advisorsince Aug 2012Wake Forest University Risk ManagerOct 2010 - May 2012
Full Profile

Rick Yancey Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Director • Financial Officer • Financial Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Corporate Executive • Chief Executive • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Financial Analyst • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science • Systems Support Specialist • Support Specialists

Experience & Education

Position:
CFO - Chief Financial Officer at Hardware Resources & Top Knobs
Title:
CFO - Chief Financial Officer at Hardware Resources and Top Knobs
Location:
Pennington, New Jersey
Industry:
Consumer Goods
Work history:
Hardware Resources & Top Knobs CFO - Chief Financial Officersince Aug 2008Jetride Director of Analysis & SourcingJul 2007 - Jul 2008
Skills:
Manufacturing, Forecasting, Mergers, Process Improvement, Strategic Planning, Negotiation, Budgets, ...
Full Profile

Olufemi Ijandipe Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Bookkeeper

Experience & Education

Position:
Financial Consultant at Merrill Lynch
Title:
Financial Consultant
Location:
Pennington, New Jersey
Industry:
Banking
Work history:
Merrill Lynch Financial Consultantsince Nov 2012
Certifications:
Series 7
Full Profile

Matthew Moore Pennington, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Assistant Vice President • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Wealth Management Banking Internal Resident Manager at Merrill Lynch, Assistant...
Title:
Vice President, Wealth Management Banking Internal Resident Manager
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Hopewell, NJVice President - Wealth Management Banking Internal Resident Managersince Aug 2010Merrill Lynch - Hopewell, NJAssistant Vice President - Internal Wealth Management Bankersince Jun 2009
Full Profile

Daniel Hanley Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Psychologist • Psychology Specialist

Experience & Education

Work

Company:
Rodman & renshaw, llc - New York, NY
Head of equity trading
Company:
Benchmarq trading, llc - New York, NY
Proprietary trader
Full Profile

James Marrero Burlington, NJ

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service

Experience & Education

Position:
Financial Specialist at Allstate Financial
Title:
Financial Specialist
Location:
Burlington, New Jersey
Industry:
Financial Services
Work history:
Allstate Financial - Burlington, Delran, and Mt. Laurel NjFinancial Specialistsince Aug 2012Northwestern Mutual - Princeton, New JerseyFinancial RepresentativeJun 2011 - Jul 2012
Full Profile

Greg Nowacoski Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Vice President • Team Leader • Operations Manager • Chief Executive • Counselor • Leader • Representative • Advisor • Managers • Model • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Manager of Software Release Management/Change Management at Merrill Lynch, Vice President at Bank...
Title:
Manager of Software Release Management/Change Management
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJ 08534Manager of Software Release Management/Change Managementsince Dec 1994Bank of America Merrill Lynch Vice Presidentsince 1994
Full Profile

Jeremy Kees Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Sales Executive • Sales Manager • Chief Executive • Operations Manager

Experience & Education

Position:
AVP, Internal Wealth Management Specialist at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJAVP, Internal Wealth Management Specialistsince Nov 2012Patriot Asset Advisors - Columbus, OHFinancial AdvisorApr 2012 - Nov 2012
Full Profile

John Sciple Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Sales Director • Sales Manager • Consumer Goods Professional • Commodities Clerk • Financial Planning Analyst • Accounting Analyst • Financial Analyst

Experience & Education

Position:
Zone Sales Director at Frito Lay
Title:
Frito Lay Sales
Location:
Pennington, New Jersey
Industry:
Consumer Goods
Work history:
Frito Lay Zone Sales Directorsince Jun 2004Frito Lay Region Finance AnalystJan 2002 - Jun 2004
Full Profile

Peter Doolan Pennington, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Supporting Member • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Owner • Chief Executive

Experience & Education

Position:
Broker/Associate at Coldwell Banker Residential Brokerage
Location:
Pennington, New Jersey
Industry:
Real Estate
Work history:
Coldwell Banker Residential Brokerage - Princeton Junction, NJBroker/Associatesince Nov 2011Coldwell Banker Doolan Broker/Owner1972 - Nov 2011
Full Profile

Nigel Francis Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge Financial Solutions Advisorsince Jun 2013Ameriprise Financial Services, Inc. Financial AdvisorJan 2005 - Jun 2013
Full Profile

Paul Keifer Pennington, NJ

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Banking Center Manager • Vice President • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Counselor • Business Intelligence Professional • Advisor • Business Consultant • Market Analyst • Market Research Analyst

Experience & Education

Position:
Assistant Vice President; Performance Improvement Consultant at Merrill Edge
Title:
Assistant Vice President at Bank of America/Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Banking
Work history:
Merrill Edge - Merrill Edge Client AcquistionAssistant Vice President; Performance Improvement Consultantsince Mar 2013Bank of America - Troy, MIBanking Center Manager, Consumer & Small Business BankingMar 2010 - Mar 2013
Full Profile

Theresa Bottoni Pennington, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Specialist • Crewman • Team Member • Department Supervisor • Operations Manager • Manager • Clerical Specialist

Experience & Education

Work

Company:
Wells fargo bank
Personal banker/small business specialist
Company:
Mercedes benz of princeton - Lawrenceville, NJ
Service department supervisor
Full Profile

Matthew Sheridan Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Edge
Title:
Assistant Vice President Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJFinancial Advisorsince Jun 2011Merrill Lynch - East Brunswick, NJFinancial AdvisorOct 2009 - Jun 2011
Full Profile

David Wallace Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Vice President • Chief Executive • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington,NJFinancial Advisorsince May 2010TD Ameritrade - Ft. Worth txClient Education ConsultantAug 2008 - May 2010
Full Profile

Frank Morris Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Manager • Operations Manager • Project Managers • Quality Assurance Manager • Project Manager • Quality Assurance Professional • Inspector

Experience & Education

Work

Company:
Fc stone
Commodities trader
Company:
Merrill lynch/bank of america
Quality assurance/project manager
Full Profile

Lori Burger Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive Officer • Chief Executive • Corporate Executive • Sales Representative

Experience & Education

Work

Company:
Raymond james and co
Vice president, equity sales trader
Company:
Wr hambrecht
Managing director, equity sales trader
Full Profile

Stephen Kazior Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Lead Advisor, VP at ML
Title:
Management Financial Advisor
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
ML - Pennington, NJLead Advisor, VPsince May 2007
Full Profile

Loren Mcalister Washington Crossing, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Coordinator • Program Coordinator • Project Manager • Volunteer • Philanthrope • Leader • Managers • Non-Profit • Team Leader • Treasurer • Chairperson • Operations Manager • Project Managers • Financial Officer • Financial Manager • Chief Executive • Human Resources Specialist • Recruitment • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk

Experience & Education

Position:
Program Coordinator / Project Leader (Volunteer) at Various Non Profit organizations
Title:
Experienced project coordinator, trainer, team leader and problem solver
Location:
Washington Crossing, Pennsylvania
Industry:
Human Resources
Work history:
Various Non Profit organizations - Washington Crossing, PAProgram Coordinator / Project Leader (Volunteer)since Jan 2000Mad Science of West New Jersey - Pennington, NJOperations / Project CoordinatorSep 2008 - Oct 2012
Full Profile

Brian Shaper Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Managers • Advisor • Performer • Master of Business Administration • Bachelor of Science • Customer Service • Operations Manager

Experience & Education

Position:
Proposal Analyst, Institutional Retirement RFP Team at Merrill Lynch
Title:
Proposal Analyst, Institutional Retirement RFP Team at Bank of America / Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch - Hopewell, NJProposal Analyst, Institutional Retirement RFP Teamsince Jul 2011Merrill Lynch Service SpecialistMay 2006 - Jul 2011
Full Profile

Rohit Zalani Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Project Manager • Advisor • Computer Software Professional • Software Developers • Project Managers • Information Technology Specialist • IT Specialist • Operations Manager • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Design Consultant • Design Professional • Design Expert • Automotive Specialist • Automotive Professional

Experience & Education

Position:
Sr Managing Consultant - IBM at AmerisourceBergen, Sr Managing Consultant - IBM Global Business...
Title:
Sr Managing Consultant - IBM GBS
Location:
Pennington, New Jersey
Industry:
Computer Software
Work history:
AmerisourceBergen - Wayne, PASr Managing Consultant - IBMsince Jul 2013Mylan Pharmaceuticals - Morgantown, west virginiaSr Managing Consultant - IBM Global Business Servicessince Aug 2012
Full Profile

Suzanne Trautwein Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Vice President • Chief Executive • Educator • Education Professional • Instructor • Sports Trainer • Sports Trainers

Experience & Education

Position:
Executive Regional Vice President at Arbonne International, Academic Support Teacher K-2/HS Coach...
Title:
Executive Regional Vice President/Elementary Educator
Location:
Pennington, New Jersey
Industry:
Education Management
Work history:
Arbonne International - Home-Self EmployedExecutive Regional Vice Presidentsince Jan 2012Montgomery Township School District - Skillman, NJAcademic Support Teacher K-2/HS Coachsince Aug 2005
Full Profile

Michael Oertling Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Senior Associate • Research Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Deputy Director • Deputy Manager • Chief Executive • Account Manager • Financial Officer • Financial Manager

Experience & Education

Position:
Senior Associate at Merrill Edge
Title:
Associate at Merrill Edge
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJSenior Associatesince Apr 2013UBS - Charlotte, North Carolina AreaAssociate Director, UBS Investment Center2011 - Apr 2013
Full Profile

Nadeer Shaik Pennington, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Architect • Information Technology Specialist • IT Specialist • Management Consultant • Management Analyst • Analysts • IT Analyst • Software Developer • Software Developers • Computer Scientists • Advisor • Hospital Care Professional • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Technical Lead/Architect at Bank of America
Location:
Pennington, New Jersey
Industry:
Information Technology and Services
Work history:
Bank of America Technical Lead/Architectsince Feb 2011Bank of America Order Management ConsultantJul 2010 - Dec 2010
Full Profile

Robert Long Pennington, NJ

Professions & Specialties

Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Client Manager • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Finmark business solutions
Managing director
Company:
Bank of america - Cherry Hill, NJ
Vice president, client manager

Skills

Developing & Delivering Training Seminars, US & International Marketing & Sales...
Full Profile

Michael Zennario Pennington, NJ

Professions & Specialties

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

Experience & Education

Position:
AVP, Client Coverage Analyst at Merrill Lynch
Title:
Client Coverage Analyst
Location:
Pennington, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch AVP, Client Coverage Analystsince Mar 2010Matlen Silver - Somerset, NJContractorJan 2010 - Mar 2010
Full Profile

Richard Albright Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Software Engineer • Software Developers • Analyst • Analysts

Experience & Education

Work

Company:
Insiderscore llc / raging capital llc
Senior quantitative analyst & software engineer
Company:
Insiderscore llc
Senior quantitative analyst & software engineer
Full Profile

Nevine George Pennington, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Manager • Chief Executive • Operations Manager • Counselor • Advisor • Psychologist • School Administrator • Educational Manager • Psychology Specialist

Experience & Education

Work

Company:
Merrill lynch, bank of america
Vp central supervision manager
Company:
Merrill lynch, bank of america
Vp central supervision manager
Full Profile

Vincent Digiacomo Pennington, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Contract Attorney • Document Reviewer • Lawyers • Bachelor of Science

Experience & Education

Work

Company:
Stradley ronon, llp
Contract attorney
Company:
Deloitte financial advisory services, llp - Westfield, NJ
Contract attorney
Full Profile

Neil Swerdlow Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Public Relations Specialist • PR and Communications Professional • Public Relations Professinal • Student Worker • Horse Racer • Racer • Chief Executive • Trust Law Attorney • Lawyers

Experience & Education

Title:
Licensed Financial Services Professional in Transition
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Solutions AdvisorOct 2010 - Feb 2011TD Bank - Mount Laurel, NJCash Management Customer Care SpecialistDec 2009 - Oct 2010
Certifications:
Series 7, Financial Industry Regulatory Authority
Series 66, Financial Industry Regulatory Authority
Full Profile

Hiren Patel New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Recognition • Advisor • Sports Trainer • Sports Trainers • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Financial Advisor, AVP at Merrill Edge
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge - Pennington, NJSenior Financial Advisor, AVPsince Jan 2013Merrill Edge - Chandler, AZSenior Financial Advisor, AVPJan 2012 - Dec 2012
Certifications:
NASD Series 7, General Securities Representative Examination
NASD Series 66, Uniform Combined State Law Examination
Full Profile

Jeff Zenko Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Agent • Sales Representative • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Registered Representative at Merrill Lynch
Title:
Registered Representative at Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJSenior Registered Representativesince Aug 2011TD Bank Group Financial Services Representative2007 - 2011
Certifications:
General Securities Representative/Series 7, FINRA
Accident and Health, Life and Fixed Annuities
Full Profile

Nazish Hamedani New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Account Service Manager • Client Service Officer • Leader • Managers • Customer Service • Market Research Analyst • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Chief Executive • Student Worker • Entertainer

Experience & Education

Position:
Financial Consultant at Merrill Lynch
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
Merrill Lynch - Pennington, NJFinancial Consultantsince Jan 20132K Millennium - Woodbridge, NJAccounts ManagerMay 2012 - Sep 2012
Skills:
Social Media Marketing, Marketing Communications, Market Research, Events, Sales, Microsoft Excel,...
Full Profile

Ian Laffler New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Financial Manager • School Administrator • Educational Manager • Non-Profit

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Private Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Advisorsince Apr 2011Grigsby & Associates - New York, NYInstitutional Sales & TradingMar 2010 - Nov 2010
Languages:
Spanish
Full Profile

Jamie Lundmark Philadelphia, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Real Estate Manager • Real Estate Sales Agent • Student Worker

Experience & Education

Position:
Financial Solutions Advisor at Merrill Lynch
Title:
Financial Solutions Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJFinancial Solutions Advisorsince Sep 2011Creative Financial Group - Newtown Square, PAFinancial PlannerDec 2009 - Jul 2011
Full Profile

Kimberly Youn Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Counselor • Team Member • Advisor • Team Leader • Operations Manager • Information Technology Specialist • IT Specialist

Experience & Education

Position:
GWIM Tech Ops Team Lead at Bank of America Merrill Lynch
Title:
Associate at Bank of America Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
Bank of America Merrill Lynch - Pennington, New JerseyGWIM Tech Ops Team Leadsince Jun 2011Tekmark Global Solutions - Pennington, NJConsultant at Merrill LynchJun 2010 - Jun 2011
Full Profile

Karen Dunphy New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Vice President • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Director, Advisory Channel Management at Bank of America Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Bank of America Merrill Lynch - Pennington, NJDirector, Advisory Channel Managementsince Jan 2012Bank of America Merrill Lynch - Hopewell, New JerseyVice President, Advisory Channel ManagementMar 2010 - Jan 2012
Full Profile

Kimberley Paris New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Operations Manager • Chief Executive • Fiduciary • Trust Law Attorney • Lawyers • Vice President • Entertainment Professional • Entertainer • Advisor • Team Member • Administrative Clerk • Clerical Specialist • Construction Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director, Strategy & Business Solutions at Merrill Lynch
Title:
Director, Strategy & Business Solutions
Location:
Greater New York City Area
Industry:
Investment Management
Work history:
Merrill Lynch - Pennington, NJDirector, Strategy & Business Solutionssince Mar 2009Bank of America Director, Channel Strategy and DistributionDec 2007 - Mar 2009
Full Profile

Biren Shah New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Researcher • Survey Researcher • School Principal • School Administrator • Educational Manager • Consumer Goods Professional • Commodities Clerk • Partner • Chief Executive • Guide • Tour Guide

Experience & Education

Position:
Principal at Market Foresight
Title:
Marketing Research Professional
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Market Foresight - Pennington, NJPrincipalsince Jan 2007
Skills:
Marketing Research, Analytics, Product Development, Consumer Insights, Marketing Mix, Pricing,...
Full Profile

Frank Morris New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Software Tester • Information Technology Specialist • Computer Specialist • IT Specialist • Manager • Operations Manager • Project Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Quality Assurance Manager • Project Manager • Quality Assurance Professional • Inspector • Systems Administrator • Computer Systems Administrator • Chief Executive • Business Administrator • Managers • Courier • Human Resources Specialist • Recruitment • Master of Science • Higher Education Professional • School Administrator • Educational Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Title:
Quality Assurance Test Manager - Financial Services Industry
Location:
Greater New York City Area
Industry:
Information Technology and Services
Work history:
FC Stone Commodities TraderAug 2011 - Mar 2013Merrill Lynch/Bank of America - Pennington, NJQuality Assurance/Project ManagerMar 2011 - Jun 2011
Full Profile

Jared Allred Collegeville, PA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Relationship Manager • Account Service Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Premier Relationship Manager, AVP at Citizens Bank
Title:
Premier Relationship Manager - AVP, Citizens Bank
Location:
Schwenksville, Pennsylvania
Industry:
Financial Services
Work history:
Citizens Bank - Audubon, Limerick, Trappe, Westtown, Newtown SquarePremier Relationship Manager, AVPsince May 2010Merrill Lynch - Pennington NJFinancial AdvisorJun 2008 - May 2010
Full Profile

Jere Bethune New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Coordinator • Administrative Clerk • Clerical Specialist • Managers • Consumer Goods Professional • Commodities Clerk • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Government Administration Officer • Civil Servant • Marketing Manager • Chief Executive • Operations Manager

Experience & Education

Position:
Administrative Assistant III at Bank of America Merrill Lynch
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Bank of America Merrill Lynch - Pennington, NJAdministrative Assistant IIIsince Sep 2010Bristol-Meyers Squibb Lean Sigma CoordinatorMar 2010 - Sep 2010
Full Profile

Michael Delligatti Philadelphia, PA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Security • Customer Service • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
PNC Portfolio Manager at AlliedBarton Security Services
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
AlliedBarton Security Services - Greater Philadelphia AreaPNC Portfolio Managersince Feb 2009Merrill Lynch Financial AdvisorFeb 2008 - Oct 2008
Financial Services Representative/Service Elevatio..
Full Profile

Swaroop Barik New York, NY

Professions & Specialties

Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Transition Financial Solutions Advisor at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch - Pennington, NJTransition Financial Solutions Advisorsince Oct 2012Scottrade, Inc - Parsippany, NJStockbrokerJul 2008 - Oct 2012
Skills:
Corporate Finance, Securities, Investment Strategies, Strategic Financial Planning, Financial...
Certifications:
Series 7, 63, 65, Financial Industry Regulatory Authority (FINRA)
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Adam Heckendorn New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at PNC
Title:
Financial advisor at PNC Investments
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
PNC Financial Advisorsince Mar 2013Merrill Lynch - Pennington NJFinancial advisorAug 2011 - Mar 2013
Skills:
Equities
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Sam Santiago New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Pilot • Advisor • Air Transportation Worker • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Network Administrator

Experience & Education

Position:
VP, Wealth Management Banker at Merrill Lynch
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Lynch VP, Wealth Management Bankersince May 2010Merrill Lynch AVP, Latin America Division SpecialistJan 2009 - May 2010
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Debra Manges Philadelphia, PA

Professions & Specialties

Banker • Teller • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Certified Nurse Aide • Nurse • Nurse Practitioner • Team Member • Marketing Manager

Experience & Education

Position:
Branch Manager at First Federal of Bucks County
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
First Federal of Bucks County - Lower MakefieldBranch Managersince Oct 2008Sun National Bank - Pennington, NJBankerFeb 2008 - Oct 2008
Skills:
Lines Of Credit, Consumer Lending, Mortgage Lending, Loans, Retail Banking, Refinance, Sales,...
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