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Financial Services Sales Agents in New Jersey

Financial Services Sales Agents in Mount Laurel, NJ

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182 results found

Derek Clendaniel Camden, NJ

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Shop Manager • Sales Manager • Sales Person • Client Service Officer • Retail Salesperson • Sales Representative • Customer Service • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Loan Officer at Proficio Mortgage Ventures LLC
Title:
Sales Professional
Location:
Collingswood, New Jersey
Industry:
Wireless
Work history:
Proficio Mortgage Ventures LLC - Mount laurel, NJLoan Officersince Oct 2012Home Savings of America - Westminster MarylandCommunity BankerApr 2011 - Sep 2011
Full Profile

David Duffy Philadelphia, PA

Professions & Specialties

Mortgage Banking Officer • Banker • Mortgage Specialist • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Doctor of Medicine • Customer Service • Operations Manager • Sales Representative • Independent Business Owners • Master of Business Administration • Master of Science • Business Administrator • Contractor • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President Wealth Management / Mid Atlantic Regional Senior Mortgage Banking Officer at BNY Mellon
Title:
VP / Mid Atlantic Regional Senior Mortgage Banking Officer at BNY Mellon
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
BNY Mellon - Mellon Bank Building., 1735 Market Street, Philadelphia PA 19103Vice President Wealth Management / Mid Atlantic Regional Senior Mortgage Banking Officersince Nov 2012PHH Mortgage / UBS Mortgage Banking - Mount Laurel, NJ 08054Sr. Mortgage BankerApr 2010 - Nov 2012
Skills:
Mortgage Lending, Business Development, Accounting, Selling Skills, Microsoft Excel, Outlook,...
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

Charles Klepczynski Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Correspondent • Reporter • Manager • Operations Manager • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Investor • Analyst • Analysts • School Principal • School Administrator • Educational Manager • Loan Accountant • Property Manager • Real Estate Manager

Experience & Education

Position:
Third Party Credit Risk Analyst - at PHH Mortgage
Title:
Third Party Credit Risk Analyst at PHH Mortgage
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PHH Mortgage - Mount Laurel, NJThird Party Credit Risk Analyst -since Jun 2010Berkadia Commercial Mortgage LLC CMBS Investor Reporting AnalystJan 2000 - Feb 2010
Full Profile

Brian Alloway Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Advertising Sales Agent • Business Development Manager • Operations Manager • Marketing Manager • Pedagogue • Head Coach • Sports Game Coach • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Developer • Software Developers

Experience & Education

Position:
Financial Advisor - Marketing Specialist at Penn Mutual
Title:
Financial Advisor - Penn Mutual
Location:
Mount Laurel, New Jersey
Industry:
Insurance
Work history:
Penn Mutual - Mount Laurel, NJFinancial Advisor - Marketing Specialistsince Jan 2012Ameriprise Financial, Inc. - Marlton, NJBusiness Development ManagerDec 2010 - Dec 2011
Skills:
Email Marketing, Facebook, Event Planning, Microsoft Office, Dreamweaver, Photoshop, CSS,...
Full Profile

Jeffrey Chalela Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Agent • Sales Representative • Coordinator • Business Manager • Managers • Account Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Financial Officer • Financial Manager • Automotive Professional

Experience & Education

Title:
Account Management, Business Development, Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Canon Financial Services, Inc. - Mount Laurel, NJSenior Documentation Administrator / Dealer Business Coordinator/ Account ManagerJul 2006 - Jun 2010Reedman Toll Business ManagerJan 2005 - Apr 2006
Full Profile

Debi Pikulski Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Counselor • Receptionist • Front Desk Clerk • Independent Contractor • Administrative Clerk • Clerical Specialist • Advisor • Front Office Receptionist • Contractor • Owner • Chief Executive • Consumer Goods Professional • Commodities Clerk • Independent Business Owners • Managers • Office Clerk • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Accounting Bookkeeper • Bookkeeper • Computer Software Professional • Data Scientist • Software Developers

Experience & Education

Position:
Receptionist/Administrative Assistant at Bala Financial Group, Inc, Independent Beauty Consultant...
Title:
Independent Mary Kay Beauty Consultant and Administrative Assistant
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Bala Financial Group, Inc - 15 Roland Avenue, Mount Laurel, NJ 08054Receptionist/Administrative Assistantsince Jun 2012Mary Kay Independent Business Owner Independent Beauty Consultantsince Dec 2009
Skills:
Customer Service, Customer Support, Accounts Payable, Secretarial Skills, Receptionist Duties,...
Full Profile

Paul Wojtowicz Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Mechanical Designer • Commercial Designer • 3D Animator • Animator • Consumer Goods Professional • Commodities Clerk • Entertainer • Computer Software Professional • Computer Specialist • Software Developers • Engineering Specialist • Print Worker

Experience & Education

Position:
Mechanical Designer at Ad-in Design
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Ad-in Design - Mount Laurel, NJMechanical Designersince Jul 2012Lockheed Martin - Valley ForgeMechanical Designer - Reentry EngineeringDec 2011 - Jun 2012
Full Profile

Alli Dimartino Philadelphia, PA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Sales Representative • Sales Agent • PR and Communications Professional • Public Relations Professinal • Human Resources Specialist • Recruitment • Sales Executive • Team Member • Tour Guide • Wellness and Fitness • Student Worker • Sales Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Season and Group Sales Representative at Philadelphia Phillies
Title:
Sales Representative at Philadelphia Phillies
Location:
Greater Philadelphia Area
Industry:
Public Relations and Communications
Work history:
Philadelphia Phillies Season and Group Sales Representativesince Sep 2012ING Financial Partners - Philadelphia, PARecruiterOct 2011 - Aug 2012
Skills:
Organization, Social Media, Microsoft Office, Phone Skills, Time Management, Writing,...
Full Profile

Robert Bannon Philadelphia, PA

Professions & Specialties

Banker • Loan Officer • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Director of Operations • Team Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Underwriter

Experience & Education

Position:
Director of Operations at PMI MarketGuide, LLC
Title:
Director of Operations
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PMI MarketGuide, LLC - Doylestown, PADirector of Operationssince Dec 2009Wells Fargo Home Mortgage - Central and Northern New JerseyPrivate Mortgage Banker / Team LeaderDec 2007 - Dec 2009
Skills:
Income Tax, Tax, Tax Preparation, Tax Accounting, Real Estate Tax Appeals, Financial Analysis,...
Full Profile

Dominic Foca Mount Laurel, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Mortgage Specialist • Loan Officers • Retail Store Manager • Sales Account Associate • Pharmaceutical Sales Representative • Regional Sales Consultant • Sales Representative • Retail Sales Manager • Sales Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Bachelor of Science • Business Administrator • Sales Manager • Operations Manager

Experience & Education

Work

Company:
Citizens bank of pa
Senior personal banker
Company:
Citibank - Cherry Hill, NJ
Personal banker
Full Profile

Brian Bearl Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Credit Analyst • Loan Accountant • Consumer Goods Professional • Commodities Clerk • Compliance Manager • Financial Analyst • Department Manager • Operations Manager • Department Supervisor • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Security • Team Member • Property Manager • Real Estate Manager

Experience & Education

Position:
Credit Analyst at Lindenmeyr Munroe
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Lindenmeyr Munroe - King Of Prussia, PACredit Analystsince Aug 2012Apothaker & Assoc. P.C. - Mt. Laurel, NJTraining and Compliance ManagerDec 2008 - Jul 2012
Skills:
Compliance, Customer Service, Problem Solving, Microsoft Office, Negotiation, Team Building,...
Full Profile

Chad Zearfoss Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Contractor • Independent Business Owners • Customer Service • Sales Representative • Commodities Clerk

Experience & Education

Position:
Real Estate Agent at Coldwell Banker Preferred
Location:
Greater Philadelphia Area
Industry:
Facilities Services
Work history:
Coldwell Banker Preferred - Haddonfield, NJReal Estate Agentsince Sep 2012Coldwell Banker Elite Realtors - Mullica Hill, NJReal Estate AgentMay 2012 - Sep 2012
Full Profile

Maryanne Mcgovern Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager • Organization Management • Representative • Operations Manager • Logistician • Chief Executive • Customer Service

Experience & Education

Position:
Financial Advisor at Wealthguard Financial Services, LLC
Title:
Financial Advisor at Wealthguard Financial Advisors, LLC
Location:
Mount Laurel, New Jersey
Industry:
Nonprofit Organization Management
Work history:
Wealthguard Financial Services, LLC - Moorestown, NJFinancial Advisorsince Jan 2013NFIB - South JerseyMembership RepresentativeJun 2012 - Apr 2013
Full Profile

David Williams Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Chief Executive • Operations Manager • Consumer Goods Professional • Client Service Officer • Commodities Clerk • Customer Service • Area Manager • Managers • Non-Profit • Sports Game Coach

Experience & Education

Position:
Owner at J C WILLIAMS LLC
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
J C WILLIAMS LLC - Southern NJOwnersince Apr 2012Aqua Comfort Technologies, LLC National Service DirectorSep 2010 - Apr 2012
Skills:
Sales Management, Customer Service, Sales
Full Profile

Christopher Howell Mount Laurel, NJ

Professions & Specialties

Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent

Experience & Education

Work

Company:
Wachovia bank/ wells fargo - Cinnaminson, NJ
Financial specialist/ personal banker ii
Company:
Hibernia national bank - Covington, LA
Personal banker

Skills

Completed commercial credit training
Full Profile

Jamie Peters Mount Laurel, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Operations Manager

Experience & Education

Work

Company:
Citi commercial bank
Senior assistant/junior rm
Company:
Citibank, n.a - Philadelphia, PA
Personal/business banker
Full Profile

Jason Mancivalano Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Market Manager • Chief Executive • Region Manager • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Counselor • Area Manager • Managers • Advisor • Customer Service • Operations Manager • Sales Representative • Entertainer • Accounting Bookkeeper • Bookkeeper • Advertising Sales Agent

Experience & Education

Position:
Vice President / Senior Private Wealth Management at Bank of America / Merrill Lynch
Title:
Vice President / Senior Private Wealth Management Banker at Bank of America / Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Banking
Work history:
Bank of America / Merrill Lynch - Mount Laurel, NJVice President / Senior Private Wealth Managementsince Jun 2009Bank of America - Princeton, NJVice President / Senior Premier Client ManagerDec 2005 - Jun 2009
Full Profile

Jevon Staffieri Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Supervisor • Managers • Advertising Professional • Advertising Sales Agent • Sports Nutritionist • Bachelor of Business Administration • Accounting Bookkeeper • Bookkeeper • Dietitian

Experience & Education

Position:
Credit Risk Supervisor at PHH Mortgage
Location:
Greater Philadelphia Area
Industry:
Marketing and Advertising
Work history:
PHH Mortgage - Mount Laurel, NJCredit Risk Supervisorsince Jul 2012PHH Mortgage Credit Risk AnalystSep 2010 - Jul 2012
Skills:
Credit, Financial Analysis, Relationship Management, New Business Development, Customer Service,...
Full Profile

Gary Pierson Mount Laurel, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Regional Sales Consultant • Sales Representative

Experience & Education

Work

Company:
Millenium home mortgage
Licensed mortgage banker
Company:
Phh home loans - Mount Laurel, NJ
Licensed mortgage banker
Full Profile

Karen Amico Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Customer Service • Outside Sales Representative • Sales Representative • Marketing Administrator • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Advisor • Psychology Specialist

Experience & Education

Position:
Account Executive at Verizon Wireless
Location:
Greater Philadelphia Area
Industry:
Wireless
Work history:
Verizon Wireless - 1211 Route 73, Mount Laurel NJ 08054Account Executivesince Jun 2011Fairway Independent Mortgage Corporation Licensed Mortgage BankerDec 2009 - Jun 2011
Full Profile

Stephen Barbieri Mount Laurel, NJ

Professions & Specialties

Financial Specialist • Financial Services Professional • Banker • Financial Services Sales Agent • Mortgage Broker • Mortgage Specialist • Loan Officers • Business Administrator • Bachelor of Science • Operations Manager

Experience & Education

Work

Company:
Sovereign bank
Licensed financial specialist
Company:
Investors bank
Personal banker
Full Profile

Melissa Valenzuela Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Agent • Bachelor of Arts

Experience & Education

Work

Company:
Charles schwab
Financial advisor
Company:
Merrill lynch - Mount Laurel, NJ
Financial advisor
Full Profile

Mark Smyth Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Banker • Loan Officers • Puchasing and Estimating Manager • Director • Produce Manager • Operations Manager • Production Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Chief Executive Officer • Chief Information Officer • Chief Operating Officer • Technology Director • Partner • Financial Manager • Financial Officer • Corporate Executive • Chief Executive • General and Operations Manager • Director of Operations • Technology Manager • Technical Managers • Master of Business Administration • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Sales Account Manager • Sales Representative • Sales Executive • Advisor

Experience & Education

Position:
Director of Affinity Lending at Allied Mortgage Group
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Allied Mortgage Group - Baba Cynwyd, PADirector of Affinity Lendingsince Nov 2012E*TRADE Financial - Mount Laurel, NJSr. Product ManagerSep 2011 - Sep 2012
Skills:
Mortgage Lending, Mortgage Banking, Loans, Credit, Loan Origination, Residential Mortgages, Sales...
Full Profile

Carlos Malagon Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Chief Executive

Experience & Education

Work

Company:
Pnc investments
Financial advisor
Company:
Ameriprise financial services - Mount Laurel, NJ
Financial advisor
Full Profile

Angelica Gonzalez Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Administrative Clerk • Clerical Specialist • Managers

Experience & Education

Work

Company:
St. joseph mercy oakland hospital
Financial counselor
Company:
St. joseph mercy oakland hospital
Ed patient access representative
Full Profile

Kenneth Sanders Philadelphia, PA

Professions & Specialties

Funder • Financial Services Professional • Financial Services Sales Agent • Marketing Director • Vice President of Marketing • Chief Executive • Vice President • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Marketing Officer at Navitas Lease Corp.
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Navitas Lease Corp. Chief Marketing Officersince Apr 2012LEAF Commercial Capital, Inc. - Greater Philadelphia AreaVice President of MarketingJul 2007 - Mar 2012
Full Profile

Christopher Cerceo Philadelphia, PA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Independent Business Owners • Marketing Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator • Contractor

Experience & Education

Position:
Banker II at Citizens Bank
Location:
Philadelphia, Pennsylvania
Industry:
Financial Services
Work history:
Citizens Bank - Greater Philadelphia AreaBanker IIsince Jan 2012Marlin Leasing - Mount Laurel, NJ 08054Manager of Business DevelopmentMar 2011 - Jan 2012
Skills:
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, FHA, Underwriting, Credit...
Full Profile

Matt Kowalski Mount Laurel, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Consumer Goods Professional • Commodities Clerk • Area Manager • Managers • Team Member • Property Manager • Real Estate Manager

Experience & Education

Position:
District Manager at North American Breweries, Inc.
Title:
Certified Cicerone®
Location:
Mount Laurel, New Jersey
Industry:
Consumer Goods
Work history:
North American Breweries, Inc. - New JerseyDistrict Managersince Jan 2013North American Breweries, Inc. AlebassadorFeb 2011 - Jan 2013
Full Profile

James Meis Mount Laurel, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Title:
Financial Advisor, Vice President - Ameriprise Financial Services
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 1000 Atrium Way, Suite 401, Mount Laurel, NJ 08054Financial Advisor, Vice Presidentsince Sep 2011Merrill Lynch - Egg Harbor Township, NJFirst Vice PresidentJun 1982 - Dec 2008
Full Profile

John Montgomery Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Senior Loan Originator at NFM, Inc
Title:
Senior Mortgage Banker at NFM, Inc
Location:
Greater Philadelphia Area
Industry:
Real Estate
Work history:
NFM, Inc - Marlton, NJSenior Loan Originatorsince Aug 2007Superior Mortgage Senior Mortgage BankerMar 2010 - May 2011
Full Profile

Marybeth King Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Vice President of Sales at Famosa North America, Vice President of Sales at Famosa North America
Title:
Vice President of Sales at Famosa North America
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
Famosa North America - Mount Laurel, NJVice President of Salessince Oct 2011LeapFrog - Greater Philadelphia AreaDirector of SalesAug 2008 - Oct 2011
Full Profile

Ann Bogin Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Credit Risk Analyst at PHH Mortgage
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PHH Mortgage - Mount Laurel, NJCredit Risk Analystsince Jun 2012
Skills:
B2B, Sales Management, Coaching, Training, Qualifying Prospects, Financial Services, Leadership,...
Full Profile

Katie Johnson Philadelphia, PA

Professions & Specialties

Equity Trader • Teller • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Apprentice • Customer Service • Client Service Officer • Student Worker • Druggist • Pharmacist • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Equity Trader at Penn Capital Management
Location:
Greater Philadelphia Area
Industry:
Investment Management
Work history:
Penn Capital Management - Philadelphia, PAEquity Tradersince Dec 2006M&T Bank - York, PATeller2005 - 2006
Full Profile

Bob Allain Mount Laurel, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Application Support • Support Specialists • Manager • Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Manager Application/Development Support at Title Resource Group (TRG) a division of Realogy...
Title:
Manager Application/Development Support
Location:
Mount Laurel, New Jersey
Industry:
Real Estate
Work history:
Title Resource Group (TRG) a division of Realogy Corporation - Mt. Laurel, NJManager Application/Development Supportsince Oct 2006Wilmington Finance Director Asset Management and Helpdesk2005 - 2006
Skills:
Management, Real Estate, Vendor Management, Underwriting
Full Profile

Kristina Squitieri Philadelphia, PA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Marketing Director • Senior Vice President • Chief Executive • Vice President • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Marketing Manager • Marketing Administrator • School Administrator • Educational Manager

Experience & Education

Position:
Financial Advisor / Director of Marketing and Investment Operations at Gary Shickora and...
Title:
Financial Advisor
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Gary Shickora and Associates, a financial advisory practice of Northwestern Mutual - Mount Laurel, NJFinancial Advisor / Director of Marketing and Investment Operationssince Apr 2013DVFG Advisors - Mount Laurel, NJSenior Vice President Financial AdvisorFeb 2010 - Dec 2012
Skills:
Financial Planning, Estate Planning, Investments, Retirement, Wealth Management, Insurance, Asset...
Full Profile

Mike O'mara Philadelphia, PA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Director, CorporateTax Compliance at SunGard Data Systems
Title:
Director, Tax Planning, Analysis and Compliance
Location:
Greater Philadelphia Area
Industry:
Consumer Goods
Work history:
SunGard Data Systems Director, CorporateTax Compliancesince Dec 2012Tyco International Director, Tax Planning and AnalysisSep 2007 - Oct 2012
Full Profile

Chris Quaye Mount Laurel, NJ

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Aug 2012New York Life Insurance Company AgentJun 2009 - Jul 2012
Full Profile

James Cook Mount Laurel, NJ

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management, Bank of...
Title:
Senior Financial Advisor at Merrill Lynch Wealth Management
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Senior Financial Advisor, Assistant Vice Presidentsince Jun 2001
Languages:
English
Certifications:
Certified Financial Planner, CFP Board of Standards
Chartered Retirement Planning Counselor, College For Financial Planning
Full Profile

Samantha Pilecki Mount Laurel, NJ

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Counselor • Administrative Clerk • Clerical Specialist • Advisor

Experience & Education

Work

Company:
Inductotherm, corp
Administrative assistant
Company:
Security national bank - Enid, OK
Bank teller

Skills

Delivering group presentations, attentive listening, writing effectively, synthesizing critical...
Full Profile

William Cowan Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative • Public Relations Professinal

Experience & Education

Position:
Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Title:
Financial Advisor at Merrill Lynch Wealth Management
Location:
Mount Laurel, New Jersey
Industry:
Financial Services
Work history:
Merrill Lynch Wealth Management, Bank of America Corporation Financial Advisorsince Aug 2009VMS Regional Sales Manager1986 - 2009
Languages:
English
Certifications:
Chartered Retirement Planning Counselor, College For Financial Planning
Chartered Retirement Plans Specialist, College For Financial Planning
Full Profile

Eric Bonnette Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor- Bonnette Ross Group at Merrill Lynch
Title:
Financial Advisor at Merrill Lynch
Location:
Philadelphia, Pennsylvania
Industry:
Financial Services
Work history:
Merrill Lynch - Mount Laurel, NJFinancial Advisor- Bonnette Ross Groupsince Sep 2010
Skills:
Estate Planning, Retirement, Series 7, Financial Advisory, Mutual Funds, Retirement Planning,...
Full Profile

Frances Visalli Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
Registered Support Assistant at Ameriprise Financial Services, Inc.
Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - 1000 Atrium Way Suite 401, Mt. Laurel, NJ 08054Registered Support Assistantsince Sep 2004UBS PaineWebber - Marlton, NJ 08053Financial AdvisorMay 2000 - Jun 2002
Full Profile

Sam Mannera Philadelphia, PA

Professions & Specialties

Financial Adviser • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker

Experience & Education

Position:
Financial Adviser at Merrill Lynch
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Merrill Lynch - Mount Laurel, NJFinancial Advisersince Feb 2012Morgan Stanley Wealth Management - Mount Laurel, NJWealth Management InternAug 2011 - Jan 2012
Full Profile

Steven Goldman Philadelphia, PA

Professions & Specialties

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

Experience & Education

Position:
First Vice President at Morgan Stanley Wealth Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Mount Laurel, NJFirst Vice Presidentsince Apr 1997
Full Profile

Rachel Wilf Philadelphia, PA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Loan Officer • Loan Officers • Educational Assistant Teacher • Teaching Assistant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service • Managers • Operations Manager

Experience & Education

Title:
Financial Services Professional
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
Camden County Educational Services Commission Instructional AssistantOct 2012 - Jun 2013PHH Mortgage - Mount Laurel, NJAccount Executive, Corporate SalesJun 2005 - Apr 2012
Full Profile

James Brotherton Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Director • Operations Manager

Experience & Education

Work

Company:
Charles schwab
Transaction manager & financial consultant
Company:
Phh mortgage services - Mount Laurel, NJ
Director, private label sales, phh mortgage

Skills

Core competencies: Product Differentiation Marketing Plans Competitive Intelligence Client...
Full Profile

Ken Hartz Philadelphia, PA

Professions & Specialties

Loan Officer • Banker • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Loan Officer at EverBank, Mortgage Banker at JPMorgan Chase
Title:
Loan Officer at EverBank
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
EverBank - 701 East Gate Dr Suite 115 Mt Laurel NJ 08054Loan Officersince Mar 2013JPMorgan Chase - 1818 Market St 14th Floor Philadelphia PA 19103Mortgage Bankersince Oct 2011
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Paul Thumm Philadelphia, PA

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative

Experience & Education

Position:
Credit Risk Analyst at PHH Mortgage
Location:
Greater Philadelphia Area
Industry:
Financial Services
Work history:
PHH Mortgage - Mount Laurel, NJCredit Risk Analystsince May 2012PHH Mortgage Sales ConsultantJan 2007 - Apr 2013
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Neelam Patel Mount Laurel, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance Analyst • Insurance Professional • Underwriter • Analysts • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Mount Laurel, New Jersey
Industry:
Insurance
Work history:
Dergalis Associates Senior Insurance AnalystAug 2005 - May 2009New York Life Financial Advisor2004 - 2005
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Financial Services Sales Agents near Mount Laurel, NJ05,75111,50217,25323,00428,755PhiladelphiaCamdenCherry HillFort WashingtonMarltonLanghorneBensalemMoorestownBurlingtonLevittown