Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Services Professionals in Pennsylvania

Financial Services Professionals in Wayne, PA

Find a professional & check records

Here is a complete list of most available Financial Services Professionals in your town.

Be sure to research other cities near here to find contact information of more professionals.

The Trustoria Service Professional Directory provides you with all the information needed to find the best Financial broker for any need.

250 results found

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

Andria Browne Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Marketing Professional • Advertising Sales Agent • Consumer Goods Professional • Commodities Clerk • Marketing Manager • Project Managers • Management Team Executive • Operations Manager • Market Research Analyst • Recruitment • Logistics Supply Chain Professional • Logistician

Experience & Education

Position:
Field Marketing: Chemical, Consumer and Life Sciences at Hitachi Consulting
Title:
International Marketing and Communications Executive with Project Management experience
Location:
Philadelphia, Pennsylvania
Industry:
Marketing and Advertising
Work history:
Hitachi Consulting - Wayne, PAField Marketing: Chemical, Consumer and Life Sciencessince Jan 2013Celerant Consulting - Wayne, PAChemical and Consumer Goods Sector Marketing SpecialistAug 2012 - Jan 2013
Skills:
Project Management, Market Research, Event Planning, Logistics, Supply Chain Management,...
Full Profile

Abhinav Gupta Philadelphia, PA

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Database Administration Professional • Database Administrator

Experience & Education

Position:
Registered Personal Banker 2 at Wells Fargo
Title:
Wells Fargo Banker
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Wells Fargo - King of Prussia, PARegistered Personal Banker 2since Nov 2012Merrill Lynch - Princeton, NJFinancial AdvisorJul 2011 - Jul 2012
Skills:
Business Analysis, Financial Analysis, Financial Advisory, Investments, Portfolio Management,...
Languages:
English, Hindi
Certifications:
Series 7, FINRA
Series 66, FINRA
Full Profile

Adam Saunders Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Bryn Mawr, PAFinancial Advisorsince Aug 2012Loewen Ondaatje McCutcheon - King of Prussia, PAInstitutional Equity SalesJan 2012 - Jul 2012
Certifications:
Series 7 & 66
Full Profile

Rich Locher Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Psychology Specialist • Bachelor of Science • Operations Manager • Chief Executive • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at Kades-Margolis Corporation
Location:
Wayne, Pennsylvania
Industry:
Financial Services
Work history:
Kades-Margolis Corporation Financial Advisorsince Aug 2011Legacy Planning Partners Recruiting Coordinator/ Financial AdvisorSep 2009 - Jul 2011
Full Profile

Shehla Karim Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Agent • Sales Person • Sales Representative • Sales Executive • Hospital Care Professional • Health Professional • Health Practitioner • Sales Manager • Chief Executive

Experience & Education

Position:
Realtor, ABR, Certified Stager, Green at Coldwell Banker Preferred Realtors, Realtor,ABR,Certified...
Title:
Realtor, ABR, Certified Stager, Green at Coldwell Banker Preferred Realtors Wayne, Chester County.
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Coldwell Banker Preferred Realtors - 230 Sugartown Rd. Wayne, PA 19087Realtor, ABR, Certified Stager, Greensince Dec 2012Weichert Realtors Realtor,ABR,Certified Stager,GREEN, Weichert Relocation Accredited Agentsince May 2008
Skills:
Market Real Estate Listings, Real Estate, Real Estae Marketing, Retail, Inventory Management,...
Languages:
Urdu, Farsi, Persian, Punjabi, Hindi, English
Full Profile

Kate Spires Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Chief Administrative Officer • Chief Executive • Information Technology Specialist • IT Specialist • Buyer • Equipment Tools Purchasing Agent • Supplier • Buyer and Seller • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Services Professional • Sales and Service Specialist • Sales Agent • Financial Officer • Operations Manager • Computer Software Professional • Software Developers • Managers • Accounting Bookkeeper • Bookkeeper • Health Professional • Health Practitioner

Experience & Education

Position:
Marketing and Sales Manager at The Financial Training Group Ltd
Location:
Greater Philadelphia Area
Industry:
Information Technology and Services
Work history:
The Financial Training Group Ltd - Larchmont, NYMarketing and Sales Managersince Feb 2012Crothall Health Care - Wayne, PAFinancial Associate, Senior BuyerFeb 2011 - Feb 2012
Full Profile

Lee Galtman Philadelphia, PA

Professions & Specialties

Private Equity Manager • Equity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Regional Vice President • Director • Owner • Vice President • Chief Executive • Operations Manager • Human Resources Specialist • Recruitment • Doctor of Medicine • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Regional Vice President at G3, Director Transaction Services at Wellbridge Capital, Owner at Elkins ...
Title:
Regional Vice President at G3
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
G3 - Philadelphia PARegional Vice Presidentsince May 2013Wellbridge Capital - Radnor, PADirector Transaction Servicessince Jan 2009
Full Profile

Rebecca Silverman Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Writer • Counselor • Advisor • Market Research Analyst • Brand Representative • Marketing Manager

Experience & Education

Work

Company:
Lincoln financial
Senior writer, retirement plan services marketing
Company:
Vanguard group - Malvern, PA
Writer, financial advisor services

Skills

Marketing strategies and campaigns Corporate communications Creative team leadership Positioning ...
Full Profile

Lucian Gutica Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Program Director • Produce Manager • Operations Manager • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Wholesaler Scheduler Program Manager at Lincoln Financial Distributors
Title:
Financial Associate at Lincoln Financial Distributors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Financial Distributors - Radnor, PAWholesaler Scheduler Program Managersince Feb 2012The Risk Management Association - Philadelphia, PAOnline Products & Programs SpecialistOct 2010 - Mar 2012
Skills:
Microsoft Excel, Microsoft Office, Adobe Creative Suite, Ariba, Business Objects, Program Management
Languages:
Romanian
Full Profile

Anthony Corio Philadelphia, PA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative

Experience & Education

Position:
Financial Representative at Devon Financial Partners, Vice President at Physicians Financial...
Title:
Vice President of Physicians Financial Resource Network, a division of Devon Financial Partners, LLC
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Devon Financial Partners - Wayne, PAFinancial Representativesince Feb 2011Physicians Financial Resource Network - Wayne, PAVice Presidentsince Feb 2011
Skills:
Retirement, Asset Managment, Strategic Financial Planning, Financial Analysis, Disability...
Full Profile

Laurence Zurmuhl Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Contractor • Leader • Advisor • Managers • Recruitment • Certified Nurse Aide • Physical Therapist • Nurse • Nurse Practitioner • Physical Therapists • Financial Director • Financial Officer • Financial Manager • Independent Business Owners

Experience & Education

Position:
Financial Consultant at QUAD656
Title:
Consultant at Consultant
Location:
Greater Philadelphia Area
Industry:
Management Consulting
Work history:
QUAD656 - Wayne, PAFinancial Consultantsince Jan 2010MRM Worldwide - Princeton, NJFinance Manager Client ServicesOct 2010 - Dec 2011
Full Profile

Christa Mangiello Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Advisor • Master of Science • Vice President • Chief Executive • Client Service Officer • Customer Service • Property Manager • Real Estate Manager • Entertainer

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors
Location:
Wayne, Pennsylvania
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Milltown, NJFinancial Advisorsince May 2009WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Registered Client AssociateApr 2009 - May 2009
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

Arkady Glazman Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • IT Manager • Information Technology Director • Project Managers • Supplier • Consumer Goods Professional • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk • Model • Project Manager • Software Developers • HR Manager • Operations Manager • Business Consultant • Advisor • Team Member • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Mars IT Manager at Mars
Title:
Senior IT Manager
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Mars - Mount Olive, NJSenior Mars IT Managersince Jul 2001Pfizer - Greater Philadelphia AreaProject Manager (Contract)Jan 2001 - Jul 2001
Skills:
IT Management, IT Service Management, IT Strategy, ITIL v3 Foundations Certified, Enterprise...
Full Profile

Anila Sako Philadelphia, PA

Professions & Specialties

Financial Associate • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Team Member • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Contract Management Administrator at Vanguard
Title:
Contract Managment Administrator at Vanguard
Location:
Philadelphia, Pennsylvania
Industry:
Accounting
Work history:
Vanguard - Malvern, PAContract Management Administratorsince Jun 2012Vanguard - Wayne, PACost Basis Financial AssociateOct 2011 - Jun 2012
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

Brian Preston Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Director • Operations Manager • Deputy Manager • Chief Executive • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Position:
Director of Customer Experience at BuyerMLS, Residential Real Estate Specialist at Coldwell Banker...
Title:
Skilled Real Estate Professional
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
BuyerMLS - Wayne, PADirector of Customer Experiencesince Sep 2010Coldwell Banker Preferred - Wayne, PAResidential Real Estate Specialistsince May 2010
Skills:
Contract Negotiation, Sales, Marketing Strategy, Market Analysis, Real Estate, Investment...
Full Profile

Caroline Hayes Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Retail Sales Representative • Consumer Goods Professional • Client Service Officer • Retail Professional • Retail Salesperson • Commodities Clerk • Apprentice • Captain • Customer Service • Student Worker • Sales Executive • Advertising Sales Agent • Food Server • Sales Manager • Operations Manager • Automotive Professional

Experience & Education

Position:
Retail Sales Representative at The Hershey Company
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
The Hershey Company Retail Sales Representativesince Jul 2013Enterprise Rent-A-Car - Wayne, PAInternMay 2012 - Aug 2012
Full Profile

Dan Lawley Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Operations Manager • Business Support Analyst • Business Specialist • Divisional Vice President • Chief Executive • Pilot • Managers • Air Transportation Worker • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Master of Communication Disorders • Property Manager • Real Estate Manager

Experience & Education

Position:
Finance Manager / Business Support Analyst at Telerx
Location:
Greater Philadelphia Area
Industry:
Retail
Work history:
Telerx - Horsham, PAFinance Manager / Business Support Analystsince 2011De Lage Landen - Wayne, PAFinance Manager: Corporate IT Department2010 - 2011
Skills:
Microsoft Office, JD Edwards, Oracle, Profit, Inventory Management, Income Statement, Franchising,...
Certifications:
Certified Public Accountant, State of Illinois
Full Profile

Paul Abeln Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Apprentice • Applications Developer • Software Engineer • Software Developers • Project Engineer • Engineering Specialist • Master of Science • Bachelor of Science • Dean • Higher Education Professional • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Production Manager • Surgical Specialist • Student Worker

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Merrill Lynch Financial Advisor - providing personalized wealth management advice to families and private businesses.
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Merrill Lynch - Wayne, PAFinancial Advisorsince Aug 2011ClearPath Consulting LLC Business Marketing ConsultantNov 2009 - Aug 2011
Full Profile

John Satterfield Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Entertainment Professional • Entertainer • Chief Executive • Operations Manager • Corporate Executive

Experience & Education

Position:
Director-Client Relationships, Vice President-Investment Planning at Stillwater Capital Advisors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Stillwater Capital Advisors - Wayne, PaDirector-Client Relationships, Vice President-Investment Planningsince Dec 2011Morgan Stanley Smith Barney - Berwyn, PAChartered Retirement Planning Counselor/CRPC, Financial AdvisorFeb 2006 - Jan 2012
Skills:
Wealth Management, Financial Advisory, Investments, Alternative Investments, Series 7, Asset...
Full Profile

Carmen Russo Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Counselor • Staff Consultant • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Health Practitioner

Experience & Education

Position:
Staff Consultant at McBee Associates, Inc.
Title:
Consultant
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
McBee Associates, Inc. - Wayne, PAStaff Consultantsince Jan 2012New York Life Insurance Company - Greater Philadelphia AreaFinancial Services ProfessionalJun 2011 - Jan 2012
Full Profile

Cathy Mitchell Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Certified Public Accountant • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Auditor • Financial Analyst • Controller • Chief Accountant • Account Manager • Production Manager • Production Director • Financial Director • Financial Officer • Financial Manager • Supervisor • Security • Non-Profit • Recognition • Guide • Business Administrator • Managers • Tour Guide • Customer Service • Client Service Officer • Counter Manager • Sales Representative • Information Technology Specialist • IT Specialist

Experience & Education

Title:
Financial Specialist - SPS Division at Robert Half Finance & Accounting
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Fisher and Son Company, Inc. - Exton, PAAccounting ManagerSep 2011 - Jun 2012The Annenberg Foundation Trust at Sunnylands Senior Staff AccountantOct 2009 - Jun 2011
Full Profile

Charlotte Smith Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Work

Company:
Penn liberty wealth advisors - Wayne, PA
Financial consultant
Full Profile

Edward Coyle Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Several nyse firms - Wayne, PA
Financial consultant
Full Profile

Frederick Ott Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Marketing Consultant • Market Analyst • Market Research Analyst • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Chief Operating Officer • General and Operations Manager • Director of Operations • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Salesperson • Insurance Professional • Underwriter

Experience & Education

Position:
Internal Marketing Consultant at Lincoln Financial Distributors
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Financial Distributors - Radnor, PAInternal Marketing Consultantsince Nov 2010First Financial Group / MassMutual - Bala Cynwyd, PAFinancial Services Professional2009 - 2010
Full Profile

Bill Bradshaw Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Student Worker • Inspector • Insurance Professional • Underwriter • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Food Server • State Inspector

Experience & Education

Position:
Financial Representative Intern at Northwestern Mutual
Title:
Financial Services Professional at Northwestern Mutual
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Northwestern Mutual - King of Prussia PAFinancial Representative Internsince Mar 2012The Philadelphia Area Team Tennis Association - West Chester PAAssistant league manager for the West Chester QuickStart leagueJun 2011 - Aug 2011
Skills:
Licensed Life & Health Insurance Agent, Personal Finance, Networking, Retirement Planning
Full Profile

Pamela Stacey Philadelphia, PA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Contractor • Independent Business Owners • Advisor • Team Member • Accounts Payable Clerk • Certified Auditor • Financial Compliance Examiner • Auditor • Accounts Payable Specialist • Accounts Payable • Petty Officer Third Class • Bachelor of Science

Experience & Education

Position:
Financial Specialist at Sunoco
Location:
Greater Philadelphia Area
Industry:
Accounting
Work history:
Sunoco - Greater Philadelphia AreaFinancial Specialistsince Jan 2013SolomonEdwardsGroup - Greater Philadelphia AreaContractorDec 2011 - Jan 2013
Skills:
Sarbanes-Oxley Act
Full Profile

Mary Lobron Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Chief Executive

Experience & Education

Position:
Realtor - Green at Coldwell Banker Preferred, President at LCL Advisors, Inc.
Title:
"Green" Consultant and Realtor
Location:
Greater Philadelphia Area
Industry:
Management Consulting
Work history:
Coldwell Banker Preferred - Wayne, PARealtor - Greensince Jan 2011LCL Advisors, Inc. Presidentsince Jan 1991
Full Profile

Joe Keleher Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Karr Barth Associates Inc., Financial Consultant at AXA Advisors
Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Karr Barth Associates Inc. - Bala Cynwyd, PASenior Vice Presidentsince Apr 1992AXA Advisors Financial Consultantsince 1992
Full Profile

Doug Murphy Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Director • Sales Manager • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Vice President Sales at Liggett Vector Brands
Title:
Vice President of Sales at Liggett Vector Brands
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Liggett Vector Brands Vice President Salessince Feb 2012The Dannon Company Director of SalesMar 2005 - Feb 2012
Full Profile

Melissa Finnegan Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Head of Sales Training for Retriment Solutions at Lincoln Financial Distributors
Title:
Head of Sales Training for Retirement Solutions
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Lincoln Financial Distributors - Radnor, PAHead of Sales Training for Retriment Solutionssince Jan 2007Wachovia, A Wells Fargo Company Financial SpecialistAug 1995 - Aug 2000
Full Profile

Charles Esola Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Reporter • Tour Guide • Managers • Paralegal • Litigation Support Specialist • Entertainer • Customer Service • Animal Care Giver • Animal Caretaker

Experience & Education

Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Vanguard Processing AssociateApr 2004 - Nov 2010TV Guide Magazine - Radnor, PAScheduling ReporterSep 1993 - May 2004
Full Profile

Jerry Preschutti Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Advisor • Chief Visibility Officer • Chief Digital Officer • Chief Revenue Officer • Chief Learning Officer • Technology Director • Corporate Executive • General and Operations Manager • Director of Operations • Operations Manager • Development Director • HR Manager • Financial Officer • Financial Manager • Technology Manager • Technical Managers • Training Manager • Managers • Master of Science • Bachelor of Science • Finance and Accounting Specialist • Account Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner/Financial Advisor at Wealth Advisory Group
Title:
Delivering Successful Financial Strategies | Serving Families and Corporate Executives
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Wealth Advisory Group - Wayne, PAPartner/Financial Advisorsince Jul 2012
Skills:
Investments, Investment Strategies, Risk Management, Financial Analysis, Wealth Management...
Full Profile

Mark Ward Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Management Team Executive • Operations Manager • Advisor

Experience & Education

Position:
Financial Advisor at Janney Montgomery Scott, Finance Chair at Radnor Races
Title:
Financial Advisor at Janney Montgomery Scott
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Janney Montgomery Scott - Radnor, PAFinancial Advisorsince Apr 2012Radnor Races Finance Chairsince 2000
Full Profile

Jen Tarnoff Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Customer Service • Client Service Officer • Consumer Goods Professional • Sales Representative • Sales Agent • Commodities Clerk • Nurse • Registered Nurse • Nurse Practitioner • Bachelor of Arts • Advertising Professional • Advertising Sales Agent • Managers

Experience & Education

Title:
Owner, Shoes & Handbags
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Designer Shoes Handbags & Clothes - Wayne, PAOwnerFeb 2007 - May 2011Standard Merchandising Company - Camden, NJSales RepresentativeFeb 1998 - May 2011
Full Profile

Maria Avellan Wayne, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Educator • Education Professional • Instructor

Experience & Education

Position:
REALTOR, ABR, SFR at Coldwell Banker Preferred, Wayne,PA
Title:
REALTOR for Coldwell Banker Preferred
Location:
Wayne, Pennsylvania
Industry:
Real Estate
Work history:
Coldwell Banker Preferred, Wayne,PA - Wayne,PennsylavaniaREALTOR, ABR, SFRsince Mar 2011Imani Education Circle Charter School 5th Grade EducatorSep 2009 - Jul 2012
Full Profile

Kristin D'uva Wayne, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Leader • Counselor • Managers • Advisor • Certified Registered Nurse Anesthetist • Anesthesiologist Assistant • Anesthesia Specialist • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Level V Executive Consultant at Rodan + Fields Dermatologists, Certified Registered Nurse...
Title:
Level V Leader Rodan + Fields Dermatologists
Location:
Wayne, Pennsylvania
Industry:
Consumer Goods
Work history:
Rodan + Fields Dermatologists Level V Executive Consultantsince Dec 2011Associates in Anesthesia, Incorporated Certified Registered Nurse Anesthetistsince Nov 2003
Full Profile

Joe Urban Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Representative at Fidelity Investments
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Fidelity Investments Financial Representativesince Nov 2011Edward Jones - Wayne, PAFinancial AdvisorMar 2011 - Nov 2011
Full Profile

Rob Burnham Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
President and Financial Advisor at Burnham Financial Services, Registered Representative at Capital ...
Title:
Registered Representative at Capital Analysts, Inc.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Burnham Financial Services - Wayne, PAPresident and Financial Advisorsince Jan 2010Capital Analysts, Inc. - Wayne, PARegistered Representativesince Jun 2003
Skills:
Long Term Care Insurance, Life Insurance, Retirement, Wealth, Health Insurance, Investments,...
Full Profile

Rose Marie Venuto Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Realtor at Coldwell Banker Preferred, Wayne PA
Title:
Realtor at Coldwell Banker Preferred, Wayne, PA
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
Coldwell Banker Preferred, Wayne PA - 230 Sugartown Road, Suite 100. Wayne, PA 19087Realtorsince Dec 2012Weichert Realtors - 101 E. Lancaster Avenue, Paoli, PARealtorApr 2004 - Dec 2012
Full Profile

Carolyn Harkins Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Advisor • Team Leader • Founder • Chief Executive Officer • Operations Manager • Founding Member • Chief Executive • Corporate Executive

Experience & Education

Position:
Senior Financial Advisor at Penn Mezzanine, Principal and Advisor at TL Ventures, Founder and CEO...
Title:
Senior Financial Advisor at Penn Mezzanine
Location:
Greater Philadelphia Area
Industry:
Venture Capital & Private Equity
Work history:
Penn Mezzanine - Wayne, PASenior Financial Advisorsince Oct 2009TL Ventures - Wayne, PAPrincipal and Advisorsince Jun 2000
Full Profile

Michael Phillips Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Clerical Specialist

Experience & Education

Position:
Institutional Sales Trader at Fulcrum Securities
Title:
Institutional Derivative Sales Trader at Fulcrum Securities
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Fulcrum Securities - Radnor,PAInstitutional Sales Tradersince Oct 2012Knight Capital Group Director-Derivative DeskMar 2011 - Apr 2012
Full Profile

Tisha Benin Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Consumer Goods Professional • Commodities Clerk • Customer Relations • Chief Executive Officer • Founder • Corporate Executive • Chief Executive • Founding Member • Operations Manager • Supporting Member • Organization Management • Team Member • Health Information Manager • Health Services Administrator • Medical Services Manager • Health Services Manager

Experience & Education

Position:
Customer Relations Associate at Coquico, Inc
Title:
Consumer Goods
Location:
Greater Philadelphia Area
Industry:
Nonprofit Organization Management
Work history:
Coquico, Inc - 175 Strafford Avenue, Suite 1, Wayne,PA 19087Customer Relations Associatesince Jul 2011David and Margaret Youth and Family Services - 1350 N. Third St., La Verne, CA 91750Intake Case ManagerApr 2009 - Jul 2011
Full Profile

Adam Barner Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Internal Audit Manager • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Auditor

Experience & Education

Position:
Manager, Global Internal Audit at Shire
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Shire - Wayne, PAManager, Global Internal Auditsince Jun 2012Church and Dwight - Princeton, NJInternal Audit ManagerFeb 2010 - May 2012
Skills:
SOX, Risk Management, Compliance Audits, Business Process Audits, SAP, Risk Assessment,...
Full Profile

Harry Dugan Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Director • Chief Executive Officer • Financial Officer • Financial Manager • Corporate Executive • Chief Executive • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Chief Financial Officer at Smooth Fitness, Managing Director at New Vector Ltd.
Title:
Chief Financial Officer at Smooth Fitness
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Smooth Fitness Chief Financial Officersince Jul 2013New Vector Ltd. Managing Directorsince Jul 2010
Certifications:
CPA (inactive)
Full Profile

Lukas Nagy Wayne, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Apprentice • Financial Director • Marketing Manager • Financial Officer • Financial Manager • Student Worker

Experience & Education

Work

Company:
Edward jones investments
Branch manager/financial advisor
Company:
A taste of jersey inc. - Manheim, PA
Accounting intern

Skills

Very advanced knowledge of finances and investing, Team leader and player with natural influencing...
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

Chris Shields Wayne, PA

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Wayne, Pennsylvania
Industry:
Financial Services
Full Profile


Financial Services Professionals near Wayne, PA05,74911,49817,24722,99628,745PhiladelphiaMediaNorristownConshohockenBlue BellCollegevillePlymouth MeetingNewtown SquareBerwynValley Forge