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Financial Services Professionals in Poughkeepsie, NY

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172 results found

Judy Lee Poughkeepsie, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentResearcherSurvey ResearcherChairpersonChief ExecutiveCounselorBusiness AnalystAdvisorAnalystAnalystsConsumer Goods ProfessionalCommodities ClerkResearch ScientistBiologistBiological ScientistOperations ManagerNon-ProfitFinance and Accounting SpecialistAccounting BookkeeperBookkeeperLaw SpecialistLawyers

Experience & Education

Position:
President at An Informed Source, Ltd.
Title:
Healthcare and Retail Researcher
Location:
Poughkeepsie, New York
Industry:
Libraries
Work history:
An Informed Source, Ltd. - Poughkeepsie, NYPresidentsince May 2011Morgan Stanley via Pride Technologies - New York, New YorkBusiness AnalystJun 2012 - Sep 2012
Languages:
Italian, French

Hasnat Jahan Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant ManagerManagersBachelor of ScienceData Scientist

Experience & Education

Work

Company:
Bank of america
Financial services representative (full-time)
Company:
Hudson valley federal credit union - Poughkeepsie, NY
Financial services representative (part-time)

Skills

Proficient in Microsoft Office: Excel, Word, PowerPoint. Knowledge of basic Accounting. Strong...

Evan Umansky Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentPhysical TherapistPhysical TherapistsTeam MemberOperations Manager

Experience & Education

Work

Company:
Trustco bank
Bank teller
Company:
Sears & roebuck holding co - Poughkeepsie, NY
Salesperson / tool specialist

Melissa Grayson Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentDance InstructorDancing TeacherAssistant ManagerBusiness AdministratorSupporting MemberArea ManagerManagersTeam MemberSales Account AssociateSales ExecutiveBachelor of ScienceRegion ManagerOperations ManagerSales Manager

Experience & Education

Work

Company:
General motors
Connected customer specialist
Company:
Hudson valley federal credit union
Financial services representative

Jessenia Blanks Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Hudson valley federal credit union
Contact center specialist
Company:
Hudson valley federal credit union - Wappingers Falls, NY
Bi-lingual financial services representative

Dina Fauci Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentPerformer

Experience & Education

Work

Company:
Rhinebeck bank
Senior relationship banker
Company:
Rhinebeck bank
Quarterly top sales performer third quarter

Corinna Carrillo Poughkeepsie, NY

Professions & Specialties

FunderFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Security one lending - Newburgh, NY
Mortgage funder
Company:
Metlife home loans co - Newburgh, NY
Mortgage closer

Joshua Quiles Poughkeepsie, NY

Professions & Specialties

BankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan Officers

Experience & Education

Work

Company:
M&t bank - Poughkeepsie, NY
Universal relationship banker
Company:
Wells fargo bank - Albuquerque, NM
Loan officer/ medallion certified

Nickesha Walker Poughkeepsie, NY

Professions & Specialties

Financial SpecialistFinancial Services ProfessionalFinancial Services Sales AgentInsurance agentManagement AnalystAnalysts

Experience & Education

Work

Company:
Allstate insurance co., wappinger's
Insurance agent
Company:
Wachovia bank, dutchess county, ny
Financial specialist

Alicia Punkosdy Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentManagerChief ExecutiveOperations ManagerRelationship ManagerAccount Service ManagerClient Service OfficerCustomer ServiceMarketing ManagerRecruitmentHuman Resources SpecialistFinance and Accounting SpecialistAccounting BookkeeperBookkeeperField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Vice President, Senior Business Banking Relationship Manager at Wells Fargo
Title:
Vice President Senior Business Banking Relationship Manager
Location:
Poughkeepsie, New York
Industry:
Banking
Work history:
Wells Fargo Vice President, Senior Business Banking Relationship Managersince Feb 2013KeyBank Small Business Banker/Relationship Manager/Key4Women ChampionJul 2008 - Dec 2012
Skills:
Commercial Banking, Building Relationships, Women Owned Business, Small Business, Business...

Anthony Capua Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentDriversCustodial WorkerCleaners

Experience & Education

Work

Company:
Rhinebeck bank
Relationship banker
Company:
Prep detailer - Poughkeepsie, NY
Swap driver

Damian Thompson Poughkeepsie, NY

Professions & Specialties

BankerFinancial SpecialistFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Manning financial services
Financial assistant
Company:
Wells fargo bank - Poughkeepsie, NY
Personal banker & financial specialist

Brian Funicelli Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentLifeguardLife GuardOffice AssistantOffice ClerkClerical SpecialistCustomer Service AssociateCashierClient Service OfficerPsychologistOperations ManagerSports Game CoachCustomer ServicePsychology Specialist

Experience & Education

Work

Company:
Axa equitable
Financial advisor
Company:
Zeta beta xi fraternity
Member

Kaitlyn Crookston Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Education

School:
Suny Dutchess Communtiy College
A.a.s in paralegal studies

Amanda Nesheiwat Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Chase - Fishkill, NY
Personal banker ii

Kim Butwell Pawling, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPsychology SpecialistFashion Designer

Experience & Education

Position:
Financial Consultant at M&T Securities, Inc
Title:
Offering investment solutions in the comfort of your local bank
Location:
Pawling, New York
Industry:
Financial Services
Work history:
M&T Securities, Inc - Pawling, Dover, Millbrook & Amenia BranchesFinancial Consultantsince May 2011Merrill Lynch Financial AdvisorOct 2008 - Apr 2011

Patrick Repa Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales Agent

Experience & Education

Work

Company:
Primerica financial services - Poughkeepsie, NY
Financial consultant

Mellany Bagtas Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Senior Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Poughkeepsie, New York
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisorsince Mar 2008
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Certified Financial Planner, CFP Board of Standards

Will Cass Poughkeepsie, NY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Ameriprise Financial Services, Inc., CFP®, CFS®
Location:
Poughkeepsie, New York
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Poughkeepsie, NYFinancial Advisorsince Mar 1990

Carlos Perez Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Vice President & Financial Advisor with AXA Advisors
Location:
Poughkeepsie, New York
Industry:
Financial Services

Ryan Brown Wallkill, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Title:
Financial Consultant at AXA Advisors, LLC
Location:
Wallkill, New York
Industry:
Financial Services
Work history:
AXA Advisors - Poughkeepsie, NYFinancial Consultantsince Feb 2012
Certifications:
Series 7, FINRA
Series 6, FINRA

Martin Cukaj Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Poughkeepsie, New York
Industry:
Financial Services

Patrice Phillips Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentHealth Information ManagerHealth Services AdministratorMedical Services ManagerHealth Services ManagerOperations Manager

Experience & Education

Work

Company:
Department of community & family services
Social welfare worker/ case manager
Company:
Trustco bank & key bank - Poughkeepsie, NY
Bank teller

Skills

Skill Name Skill Level Last Used/Experience
Client Advocacy Expert Currently used/5...

Karen Lackaye Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentSales Account AssociateSales ExecutiveManagerSales ManagerOperations Manager

Experience & Education

Work

Company:
Ann taylor loft
Sales lead/part-time manager
Company:
Citizens bank
Personal banker

Skills

Exceptional communication and relationship building skills on all levels of business, staff and...

Adam Simpson Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Mortgage Loan Originator at Residential Home Funding
Title:
Mortgage Loan Originator at Residential Home Funding NMLS# 65360
Location:
Poughkeepsie, New York
Industry:
Financial Services
Work history:
Residential Home Funding Mortgage Loan Originatorsince Oct 2007
Skills:
Banking, Residential Mortgages, Mortgage Banking, Customer Service, Mortgage Lending, Refinance,...

Sarjita Patel Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentBusiness AnalystAnalystAnalystsResearch AnalystResearch AssistantResearcherSurvey Researcher

Experience & Education

Work

Company:
State street corporation (ssga) - Boston, MA
Senior business analyst -portfolio administration
Company:
Partners health care, center for connected health - Boston, MA
Part-time research analyst

Randy Singleton Kingston, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentInformation Technology SpecialistIT Specialist

Experience & Education

Position:
Chief Trader at Wave 3 Investments, DB2 UDB Administrator at IBM Global Services
Title:
DB2 UDB Administrator at IBM Global Services
Location:
Kingston, New York
Industry:
Information Technology and Services
Work history:
Wave 3 Investments - Kingston, NYChief Tradersince Mar 2008IBM Global Services - Poughkeepsie, NYDB2 UDB Administratorsince Aug 2005

Laura Sledge Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPublic Relations OfficerRepresentativePublic Relations SpecialistPR and Communications ProfessionalPublic Relations Professinal

Experience & Education

Work

Company:
Hudson valley federal credit union
Contact center representative i
Company:
Hudson valley federal credit union - Poughkeepsie, NY
Financial services representative i

Skills

Proficient in Microsoft Word, Office, Excel, and PowerPoint. Ability to multitask, excellent time...

Judy Lee Poughkeepsie, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentParalegalLitigation Support SpecialistConsumer Goods ProfessionalCommodities ClerkAnalystReference LibrarianAnalystsLibrarian

Experience & Education

Work

Company:
Morgan stanley via pride technologies - New York, NY
Healthcare and consumer goods analyst
Company:
Manatt, phelps, & philips, llp - New York, NY
Part-time reference librarian on assignment from the lac-group

Risa Wolfzahn Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAdministrative AssociateAdministrative ClerkClerical SpecialistEducation Teacher

Experience & Education

Work

Company:
Ethan allen staffing
Temporary administrative assistant
Company:
Bank of new york - Peekskill, NY
Financial services representative/ various positions including

Skills

NEW YORK STATE PROFESSIONALLY CERTIFIED ENGLISH,BUSINESS,SPECIAL EDUCATION TEACHER

Joshua Quiles Poughkeepsie, NY

Professions & Specialties

BankerLoan OfficerFinancial Services ProfessionalFinancial Services Sales AgentLoan OfficersCustomer ServiceClient Service Officer

Experience & Education

Work

Company:
M&t bank - Poughkeepsie, NY
Universal relationship banker
Company:
Wells fargo bank - Albuquerque, NM
Loan officer/ medallion certified

Skills

Windows/Apple compatible.

Ricardo Reyes Poughkeepsie, NY

Professions & Specialties

BankerTellerFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberSales RepresentativeSales Agent

Experience & Education

Work

Company:
Wells fargo & wachovia bank
Personal banker/teller associate
Company:
Abercrombie and fitch
Sales representative

Skills

Word Processing,Excel, Word Processing, Bilingual Spanish; Native Speaking.

James Olivo Poughkeepsie, NY

Professions & Specialties

Financial AssociateFinancial Services ProfessionalFinancial Services Sales AgentBenefits SpecialistCompensations and Benefits

Experience & Education

Work

Company:
Merrill lynch corporation
Financial associate
Company:
Axa equitable - Poughkeepsie, NY
Financial professional/retirement benefits specialist

Skills

FINRA Series 6, Series 63, Life and Health Insurance, Outlook, Word, Excel, Powerpoint

Craig Herman Poughkeepsie, NY

Professions & Specialties

Financial PlannerStock BrokerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentCapital Markets ProfessionalFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Financial Planner at AXA Advisors
Title:
Financial Planner
Location:
Poughkeepsie, New York
Industry:
Financial Services
Work history:
AXA Advisors - Poughkeepsie, NYFinancial Plannersince Jul 2011John Thomas Financial - Greater New York City AreaStockbrokerNov 2009 - Jul 2010

Ana Sancton Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceSales Account AssociateSales ExecutiveOffice AssistantAdministrative AssociateFront Office ReceptionistOffice ClerkClerical SpecialistAdministrative ClerkSales Manager

Experience & Education

Work

Company:
Citizens bank - Newburgh, NY
Banker
Company:
Hudson valley federal credit union - Fishkill, NY
Financial service representative i

Skills

Excellent customer service and great people skills. Fluent in English and Spanish. Proficient in...

Thomas Byrnes Fishkill, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistRepresentativeOperations Manager

Experience & Education

Work

Company:
Jp morgan chase bank
Personal banker/ small business specialist/ business banker
Company:
Finra series
6 and series 63 registered representative

Milagros Cruz Poughkeepsie, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentConsumer Goods ProfessionalTerritory Account ManagerCommodities ClerkManagerOperations ManagerArea ManagerManagers

Experience & Education

Work

Company:
Acosta sales & marketing
Unit manager - consumer goods
Company:
L'oreal usa - New York, NY
Territory manager

Kenneth Cintron Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentDistrict ManagerShop ManagerRegion ManagerSales ManagerArea ManagerManagers

Experience & Education

Work

Company:
Wellsfargo
Personal banker
Company:
Hannoush jewelers
Store manager

Skills

literate in Microsoft Word, Publisher, Excel, power point. inventory management, customer...

Jacqueline Salvati Poughkeepsie, NY

Professions & Specialties

Loan ProcessorFunderLoan OfficerLoan OfficersFinancial Services ProfessionalFinancial Services Sales AgentCustomer ServiceClient Service OfficerUnderwriter

Experience & Education

Work

Company:
Empire state bank - Newburgh, NY
Loan processor
Company:
Argent mortgage - White Plains, NY
Underwriter/senior funder

Skills

MS Word (proficient), Excel, Quickbooks, Empower, Encompass 360, and Outlook

Deanna Poet Poughkeepsie, NY

Professions & Specialties

TraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentBusiness AdministratorInvestigatorOperations ManagerOffice ClerkClerical SpecialistChief ExecutiveProduction DirectorProduction ManagerAccounts Payable SpecialistAccounts Payable

Experience & Education

Work

Company:
Enap, inc - New Windsor, NY
Trader
Company:
Chenango county department of social services - Norwich, NY
Child support investigator

Skills

Microsoft Office, Research and Administrative

Sally Sprogis New Paltz, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBroker AssociateLicensed Real Estate BrokerReal Estate Sales AgentProperty ManagerReal Estate Manager

Experience & Education

Position:
Associate Broker at Coldwell Banker Village Green
Location:
New Paltz, New York
Industry:
Real Estate
Work history:
Coldwell Banker Village Green Associate Brokersince Oct 2011Flemming Realty - New Paltz, NYAssociate BrokerApr 2003 - Oct 2011

Tanya Edwards Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentCertified Nurse AideNurseNurse PractitionerCashier ManagerAssistant ManagerManagers

Experience & Education

Work

Company:
M&t bank - Poughkeepsie, NY
Bank teller
Company:
Family dollar - Poughkeepsie, NY
Cashier/assistant manager

Skills

experience working with geriatric patients,feeding and dining assistance,giving showers,hoya lift...

Maureen Murphy Poughkeepsie, NY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentAdvocateJuristLegal CounselCounselorAdvisorDesignersInterior DesignerInterior Design Specialist

Experience & Education

Work

Company:
Saint francis hospital
Patient accounting financial advisor / patient advocate
Company:
Mmm designs
Fashion consultant/interior designer

Mario Mercado Poughkeepsie, NY

Professions & Specialties

Financial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentSupervisorManagers

Experience & Education

Work

Company:
United states air force
Financial management analyst supervisor

Ana Sancton Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentClient Service OfficerCustomer ServiceOffice ClerkClerical SpecialistManagersAdministrative Clerk

Experience & Education

Work

Company:
Citizens bank
Banker
Company:
Hudson valley federal credit union - Fishkill, NY
Financial service representative i

Rowena Kelly Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentCashier

Experience & Education

Work

Company:
Wells fargo
Bank teller (full- time)
Company:
Adams fairacre farms
Cashier (part-time)

Shane Gordon Poughkeepsie, NY

Professions & Specialties

CollectorBankerRepossessorCollections SpecialistFinancial Services ProfessionalFinancial Services Sales AgentManagerSales ManagerOperations ManagerSales ExecutiveManagersSupervisors

Experience & Education

Work

Company:
Immediate credit recovery
Collection specialist
Company:
Citizens bank - Wappingers Falls, NY
Personal banker

Maxine Patrick Poughkeepsie, NY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentAssistant Branch ManagerBusiness Unit ManagerBusiness Administration SpecialistOperations Manager

Experience & Education

Work

Company:
Bridgeway federal credit union
Senior financial services representative
Company:
Trafalgar commercial bank
Assistant branch manager

Ryan Molloy Poughkeepsie, NY

Professions & Specialties

BankerFinancial Services ProfessionalFinancial Services Sales AgentBusiness SpecialistAssistant Store ManagerOperations ManagerShop ManagerSales Manager

Experience & Education

Work

Company:
Jpmorgan chase & co
Personal banker - small business specialist
Company:
At&t - Poughkeepsie, NY
Assistant store manager

Avery Lemonnier Poughkeepsie, NY

Professions & Specialties

Bank TellerBankerFinancial Services ProfessionalFinancial Services Sales AgentResource SpecialistConservation Scientist

Experience & Education

Work

Company:
Sears holding corp (shc)
Human resource specialist
Company:
Jp morgan chase - Poughkeepsie, NY
Bank teller



Financial Services Professionals near Poughkeepsie, NY023466992115NewburghKingstonFishkillMahopacNew PaltzPattersonHighlandBeaconHighland MillsRhinebeck