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Financial Services Sales Agents in New York

Financial Services Sales Agents in Newtonville, NY

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81 results found

Maggie Schutzman Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Produce Manager • Production Manager • Manager • Project Managers • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Analyst • Analysts

Experience & Education

Position:
Financial Services Professional at New York Life Insurance Company
Title:
Financial Services Professional at NYLIFE Securities LLC
Location:
Latham, New York
Industry:
Insurance
Work history:
New York Life Insurance Company - Latham, NYFinancial Services Professionalsince Sep 2009Citibank Product Manager, Smart Cards/Secure Access1999 - 2002
Full Profile

Geoffrey Zoller Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Inside Sales Representative • Sales Representative • Clerical Specialist

Experience & Education

Work

Company:
Specialty silicone products - Ballston Spa, NY
Inside sales representative
Company:
New york life insurance co - Latham, NY
Financial services professional

Skills

Life, Accident and Health License (NY and MA), Series 6 and 63 financial licenses
Full Profile

Scott Caggiano Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Managing Partner • Director • Partner • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Security

Experience & Education

Position:
Managing Partner at New York Life Insurance Company
Location:
Latham, New York
Industry:
Financial Services
Work history:
New York Life Insurance Company - Latham,New YorkManaging Partnersince Nov 2004MetLife - Jackson Heights, New YorkAgency DirectorMar 1990 - Aug 2003
Full Profile

Brendan Finneran Newtonville, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Sales Account Associate • Sales Executive • Lacrosse Coach • Sports Game Coach • Team Member • Sales Manager

Experience & Education

Work

Company:
Citizens financial group
Banker i
Company:
Caldwell house bed and breakfast
Media assistant
Full Profile

Daniel Sullivan Newtonville, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Merrill Lynch, Financial Advisor at Banc of America Investments
Title:
Merrill Lynch Financial Advisor
Location:
Latham, New York
Industry:
Financial Services
Work history:
Merrill Lynch - Latham NYFinancial Advisorsince Oct 2009Banc of America Investments Financial Advisorsince Sep 2005
Skills:
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Retirement, Banking,...
Full Profile

Artis Reed Newtonville, NY

Professions & Specialties

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

Experience & Education

Position:
Licensed Real Estate Salesperson at Coldwell Banker Prime Properties
Title:
Licensed Real Estate Saleperson, Coldwell Banker Prime Properties
Location:
Latham, New York
Industry:
Real Estate
Work history:
Coldwell Banker Prime Properties - Coldwell Banker Prime Properties, 433 Loudon Road, Loudonville, NYLicensed Real Estate Salespersonsince Jan 2011New York State Department of Taxation and Finance Assistant Director, Human Resources(retired)2006 - 2010
Skills:
Organizational Development, Negotiation, Leadership Development, Team Building, Strategic Planning, ...
Full Profile

Jan Piller Newtonville, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Leader • Independent Consultant • Managers • Counselor • Advisor • Consumer Goods Professional • Inside Sales Representative • Commodities Clerk • Sales Representative

Experience & Education

Position:
Independent Consultant & Regional Leader at PartyLite
Title:
Regional Leader at PartyLite
Location:
Latham, New York
Industry:
Consumer Goods
Work history:
PartyLite Independent Consultant & Regional Leadersince Feb 1991AL Tech Specialty Steel Inside Sales RepresentativeJun 1975 - Dec 1997
Full Profile

Sean Burek Newtonville, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Information Technology Specialist • IT Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mathematician

Experience & Education

Position:
Sustainable Solutions Specialist at The Wercs, Ltd.
Title:
Business Development Specialist at The Wercs, Ltd.
Location:
Latham, New York
Industry:
Information Technology and Services
Work history:
The Wercs, Ltd. Sustainable Solutions Specialistsince Jan 2012HSBC Branch Relationship BankerJun 2009 - Apr 2011
Full Profile

Mike Strangia Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Consultant • Marketing Administrator • Market Analyst • Market Research Analyst • Marketing Manager • Sales Representative • Customer Service

Experience & Education

Position:
Financial Services Representative at MetLife
Location:
Latham, New York
Industry:
Financial Services
Work history:
MetLife - Latham, NY 12110Financial Services Representativesince Apr 2013STEM Consulting & Marketing Inc. - Albany, New York AreaMarketing ConsultantApr 2012 - Jul 2012
Full Profile

Sharon Dilorenzo Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Services Representative at Metropolitan Life Insurance Company
Title:
Financial Services Representative and Financial Planner
Location:
Latham, New York
Industry:
Financial Services
Work history:
Metropolitan Life Insurance Company Financial Services Representativesince Jun 2003
Full Profile

John O'keefe Newtonville, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Co-Owner • Manager • Owner • Chief Executive • Operations Manager

Experience & Education

Work

Company:
Oak air, l.l.c
Co-owner / manager
Company:
Morgan stanley - New York, NY
Financial advisor
Full Profile

Shannon Miller Newtonville, NY

Professions & Specialties

Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Work

Company:
Trustco bank
Bank teller
Company:
Trustco - Albany, NY
Appraisal intern
Full Profile

Tracey Wardwell Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Board Member • Chairperson • Vice President • Management Team Executive • Operations Manager • Chief Executive • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Registered Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Fisher • Bachelor of Science

Experience & Education

Title:
AVP, Small Business Relationship Manager at KeyBank
Location:
Latham, New York
Industry:
Banking
Work history:
HVCC Foundation Board Member - Troy, New YorkBoard Member2008 - Apr 2013Capital Communications FCU - Computer Drive EastVice President of Branch Operations and SalesApr 2012 - 2012
Skills:
Financial Analysis, Banking, Small Business Lending, Loans, Credit, Commercial Lending, Strategic...
Full Profile

Andrew Steinman Newtonville, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • HSE • Manager • Operations Manager • Industrial Hygienist • Occupational Health Specialist • Student Worker • Apprentice • Security • Managers • Bachelor of Science • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Health, Safety, and Environmental (HSE) Manager at PepsiCo - Pepsi Beverages Company, Health,...
Title:
Health, Safety, and Environmental (HSE) Manager at PepsiCo - Pepsi Beverages Company
Location:
Latham, New York
Industry:
Food & Beverages
Work history:
PepsiCo - Pepsi Beverages Company - Latham, NYHealth, Safety, and Environmental (HSE) Managersince Apr 2013Pepsi Beverages Company Safety SpecialistMar 2010 - Mar 2011
Skills:
Regulatory Training, Safety Training, Safety Management Systems, Occupational Health, Industrial...
Full Profile

Cindy Hall Newtonville, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Administrator • Receptionist • Front Desk Clerk • Front Office Receptionist • Operations Manager • Administrative Associate • Assistant Manager • Construction • Administrative Clerk • Clerical Specialist • Managers • Manager • Leasing Agent • Leasing Property Manager • Real Estate Sales Agent • Real Estate Manager • Leasing Professional • General Contractor • Construction Manager

Experience & Education

Position:
National Site Aquisiitions at Alcatel-Lucent
Title:
Business Management
Location:
Latham, New York
Industry:
Telecommunications
Work history:
Alcatel-Lucent - Boston MANational Site Aquisiitionssince Apr 2013Uncle Sam Piping Solutions Admin/ Accounting/ ReceptionistDec 2010 - Sep 2012
Skills:
Real Estate, Leases, Budgets, Management, Property, Property Management, Luxury, Apartments, Sales
Full Profile

Sean Fabiano Newtonville, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Data Typist • Business Administrator • Computer Operator Specialist • Bachelor of Science • Wellness and Fitness • Student Worker • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Marketing & Administrative Manager at Keller Williams Realty
Location:
Latham, New York
Industry:
Real Estate
Work history:
Keller Williams Realty Marketing & Administrative Managersince Jun 2013Aerus Electrolux - Kingston, NYManagerSep 2011 - May 2013
Full Profile

Jessica Schreiber Schenectady, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Auditor • Internal Auditor • Certified Auditor • Financial Compliance Examiner • Master of Science • Master of Business Administration • Bachelor of Science • Business Administrator • Consumer Goods Professional • Commodities Clerk • Operations Manager

Experience & Education

Position:
In-Charge Accountant at Marvin and Company, P.C.
Location:
Schenectady, New York
Industry:
Accounting
Work history:
Marvin and Company, P.C. - Latham, NYIn-Charge Accountantsince Aug 2012Gallagher, Flynn & Company, LLP Senior AuditorSep 2010 - Oct 2012
Full Profile

Haleema Murtaza Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Advisor • Client Service Officer • Master of Science • Bachelor of Arts • Chief Executive

Experience & Education

Work

Company:
College of saint rose
Administrative assistant
Company:
Hudson valley community college - Troy, NY
Administrative assistant

Skills

Top notch admin assistant with expertise spanning across diverse administrative domains i.e....
Full Profile

Jennifer Arvin Newtonville, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Area Manager • Managers • Automotive Specialist • Automotive Professional • Chief Executive • Commodities Clerk

Experience & Education

Position:
Licensed Real Estate Agent at Eberle Real Estate Experts, Area Manager at Arbonne International
Title:
Residential and Commercial Real Estate Sales
Location:
Latham, New York
Industry:
Real Estate
Work history:
Eberle Real Estate Experts - Latham, NYLicensed Real Estate Agentsince Nov 2012Arbonne International Area Managersince Jun 2007
Full Profile

Nicole Hahn Newtonville, NY

Professions & Specialties

Credit Risk Analyst • Financial Center Manager • Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager • Marketing Administrator • Marketing Manager • Apprentice • Master of Business Administration • Bachelor of Science • Student Worker

Experience & Education

Work

Company:
Lexisnexis
Senior international account manager
Company:
Lexisnexis - Albany, NY
International marketing coordinator, asia pacific
Full Profile

Antonia Rudzis Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Sales Manager • Sales Director • Human Resources Specialist • Recruitment • Reservation Agent • Travel Agent • Master of Business Administration • Bachelor of Science • Financial Compliance Examiner • Auditor

Experience & Education

Work

Company:
Mercedes-benz of orange park
Internet sales manager
Company:
Adamec & bruce rossmeyer harley davidson/sargent cycle products
Sales/marketing/finance
Full Profile

Anne Greene Newtonville, NY

Professions & Specialties

Property Manager • Real Estate Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Sales Executive • Sales Manager

Experience & Education

Work

Company:
2ad properties - Saratoga, NY
Property manager
Company:
Bank of america / fleet bank - Fort Lee, NJ
Administrative assistant
Full Profile

Alexis Terry Newtonville, NY

Professions & Specialties

Human Resources Specialist • Recruitment • Office Assistant • Office Clerk • Clerical Specialist • Director • Operations Manager

Experience & Education

Work

Company:
Executive consulting group, inc
Human resources director and executive assistant
Company:
Executive consultant group, inc - Latham, NY
Client executive
Full Profile

Karen Morey Jupiter, FL

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officer • Collections Specialist • Collector • Loan Officers • Repossessor • Representative • Team Leader • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Weight Training Instructor • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Notary • Lawyers • Property Manager • Real Estate Manager

Experience & Education

Position:
Personal Banker at Bank of America
Location:
Jupiter, Florida
Industry:
Banking
Work history:
Bank of America - QueensburyPersonal Bankersince Dec 2011Northwestern Mutual - The Tronco Financial Group - Latham, NYFinancial RepresentativeJul 2009 - Dec 2011
Skills:
Series 6, Series 63, Notary Public, Social Media, Financial Planning, Strategic Financial Planning, ...
Full Profile

Michael Pine Albany, NY

Professions & Specialties

Teller • Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Service Manager • Concierge • Solutions Advisor • Assistant Manager • Service Operations Expert • Advisor • Managers • Manager • Operations Manager • Notary Public • Notary • Lawyers • Human Resources Specialist • Recruitment • Business Administrator • Team Member • Analysts • Sales Manager • Chief Executive • Associate in Applied Science • Bookkeeper • Psychology Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Member Service Manager at SEFCU
Location:
Albany, New York Area
Industry:
Banking
Work history:
SEFCU - Latham, NYMember Service Managersince Dec 2010EZ Sell Gold and Diamonds Corp - Albany, NYAssistant ManagerJun 2010 - Oct 2010
Skills:
Training & Development, Leadership Development, Scheduling, Customer Service, Leadership,...
Certifications:
Licensed Notary Public, State of New York
Full Profile

Anthony Gucciardo Newtonville, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Owner • Chief Executive • Property Manager • Real Estate Manager

Experience & Education

Specialties:
REO / Bank Owned, Short sales, Residential sales, Luxury homes, Probate, Relocation
Work:
Gucciardo Real Estate Grp LLC
Latham, NY
(518) 595-4478 (Phone)
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome, Multi-family
Interests:
Flying, Traveling, Stock Market
Languages:
English, Spanish
About:
From AnthonyI started in the Real Estate business when I was 22 years old. I was considered one of...
Full Profile

Nicholas Williams New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Unit Manager • Business Administration Specialist • Operations Manager

Experience & Education

Position:
Private Client Banker, A.V.P. at J.P. Morgan Chase
Title:
Private Client Banker at J.P. Morgan Chase
Location:
Greater New York City Area
Industry:
Banking
Work history:
J.P. Morgan Chase - New York, NYPrivate Client Banker, A.V.P.since Nov 2009First Niagara Bank - Latham, NYFinancial Advisor2007 - 2009
Full Profile

Amy Orourke Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Managers • Customer Service • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Operations Manager • Sales Manager

Experience & Education

Position:
Senior Loan Consultant at Homestead Funding Corp.
Title:
Senior Loan Consultant at Homestead Funding Corp
Location:
Albany, New York Area
Industry:
Banking
Work history:
Homestead Funding Corp. - Albany NYSenior Loan Consultantsince Jul 2012Home Mortgage Network, LLC - Latham NYLicensed Senior Loan ConsultantMay 2008 - Jul 2012
Skills:
Mortgage Lending, FHA, Refinance, VA, Mortgage, Purchase, Mortgage Industry, First Time Home...
Full Profile

Joseph Ventura Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Board Member • Chief Executive • Operations Manager • Management Team Executive • Human Resources Specialist • Recruitment • Advisor • Non-Profit • Bachelor of Science • Bookkeeper • Sales Representative • Pageant Director • Show Director

Experience & Education

Position:
President at William Tell Services LLC
Location:
United States
Industry:
Human Resources
Work history:
William Tell Services LLC Presidentsince Mar 1995AllSquare Wealth Management, LLC - 200 Great Oaks Albany NY 12203Senior Financial AdvisorFeb 2011 - Nov 2012
Full Profile

Malinda Shake Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Agency Assistant at MetLife Empire Group, an office of MetLife, Financial Services Representative,...
Title:
Agency Assitant at Metlife
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
MetLife Empire Group, an office of MetLife - Latham, NYAgency Assistantsince Sep 2012MetLife Empire Group - Latham, NYFinancial Services Representative, Financial Advisorsince Dec 2009
Full Profile

Christopher Taylor Albany, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Owner • Corporate Executive • Chief Executive

Experience & Education

Position:
Owner, General Manager at CarpetMaster Carpet One, Owner, General Manager at ProSource Wholesale...
Title:
Owner & General Manager, Carpet One, ProSource & Floor Trader
Location:
Albany, New York Area
Industry:
Building Materials
Work history:
CarpetMaster Carpet One - Latham, NYOwner, General Managersince Jan 1999ProSource Wholesale Floorcoverings of Albany - Albany, New York AreaOwner, General Managersince Jan 1999
Full Profile

Derek Bell Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Owner • Chief Executive • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner / Registered Principal at Bell Financial, Medicare Consultant at CDPHP, Financial Consultant...
Title:
President/Owner Bell Financial
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Bell Financial Owner / Registered Principalsince Oct 2005CDPHP Medicare Consultantsince Oct 2005
Skills:
Retirement Planning, Insurance, Financial Planning, Estate Planning, Securities, Annuities, Wealth...
Full Profile

Andrew Cook Albany, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Human Resources Specialist • Recruitment • Team Leader • Project Managers • Operations Manager • Information Technology Specialist • IT Specialist • Food Server

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jun 2013Merrill Lynch - Latham, NYClient AssociateJun 2011 - Jun 2013
Full Profile

David Kaminski Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Senior Executive Financial Planner at The Ayco Company, L.P.
Title:
Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Latham, NYSenior Executive Financial Plannersince Jun 2005
Skills:
Investments, Tax, Financial Planning, Retirement Planning, Estate Planning, Series 7, Excel,...
Full Profile

Jason Lebrecht Arlington, VA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Services Sales Agent • Budget Officer • Financial Compliance Examiner • Auditor • Government Administration Professional • Community Service Manager • Chief Executive • Operations Manager • Bachelor of Science • Associate of Science • Business Administrator • International Affairs • Advisor • Technical Specialist • Technical Support Specialists • Computational Scientist • Computer Scientists • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Real Estate Sales Agent

Experience & Education

Position:
Budget Analyst at U.S. Department of State
Location:
Arlington, Virginia
Industry:
Government Administration
Work history:
U.S. Department of State Budget Analystsince Sep 2009L-3 Communicaitons Financial Specialist2007 - 2008
Full Profile

Rebecca Shattuck Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Store Manager at Decorum Home
Location:
Albany, New York Area
Industry:
Consumer Goods
Work history:
Decorum Home - Latham, NYStore Managersince Feb 2012
Full Profile

Christopher Madej Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Automotive Professional

Experience & Education

Position:
Senior Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Albany, New York AreaSenior Financial Plannersince Oct 2009MetLife - Latham, NYFinancial Planner2008 - 2009
Skills:
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Series 63, Investments, Strategic...
Full Profile

Jason Greene Albany, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Sales Account Associate • Sales Executive • Sales Manager

Experience & Education

Position:
Financial Analyst/Financial Planner at The Ayco Company, L.P.
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
The Ayco Company, L.P. - Latham, NYFinancial Analyst/Financial Plannersince Jun 2011DirectBuy, Inc. - Latham, NYSales AssociateMay 2009 - May 2011
Full Profile

Lauren Beaver Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Human Resource Consultant at Paychex
Title:
Highly Motivated Sales Specialist
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
Paychex Human Resource Consultantsince Apr 2013MetLife - Latham, NYFinancial AdvisorJan 2012 - Dec 2012
Full Profile

Elizabeth Bauer Albany, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Services Representative at New York Life Insurance Company
Title:
Licensed Agent at New York Life Insurance Company
Location:
Albany, New York Area
Industry:
Financial Services
Work history:
New York Life Insurance Company - Latham, NYFinancial Services Representativesince Mar 2010
Full Profile

Jolyn Sweet Saratoga Springs, NY

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist • Lawyers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Paralegal at Lavelle & Finn, LLP
Location:
Saratoga Springs, New York
Industry:
Legal Services
Work history:
Lavelle & Finn, LLP - Latham, NYParalegalsince Feb 2013The Ayco Company, LP - Saratoga Springs, NYFinancial PlannerAug 2006 - Jan 2013
Full Profile

Edward Hamilton Albany, NY

Professions & Specialties

Loan Officers • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Professional • Marketing Consultant • Advertising Professional • Advertising Sales Agent • Market Analyst • Market Research Analyst • Chairperson • Chief Executive • Brand Planner • Retail Design Architect • Brand Representative • Product Specialist • Corporate Executive • Marketing Manager • Master of Business Administration • Bachelor of Science • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Commodities Clerk

Experience & Education

Position:
Marketing Consultant at RBS Media Group, President at 7th Floor Marketing, Marketing Consultant at...
Title:
Senior Level CPG Sales & Marketing Professional
Location:
Albany, New York Area
Industry:
Marketing and Advertising
Work history:
RBS Media Group - Schenectady, NYMarketing Consultantsince Dec 20127th Floor Marketing - Latham, NYPresidentsince Sep 2012
Skills:
Shopper Marketing, Promotions, Marketing Strategy, Advertising, Consumer Packaged Goods Marketing,...
Full Profile

Catherine Coffinger Albany, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Customer Service • Buyer • Consumer Goods Professional • Buyer and Seller • Sales Representative • Commodities Clerk • Certified Nurse Aide • Nurse • Nurse Practitioner • Visual Basic Developer • Technical Support Specialist • Software Developer • Software Developers • Systems Support Specialist • Support Specialists • Publisher • Counselor • Advisor • Publishing Professional • Oncologist • Medical Practice Professional • Medical Practitioner • Government Administration Professional • Food Preparer • Food Preparation Worker • Community Service Manager

Experience & Education

Position:
User Support Specialist at PERMA, User Support Specialist at Northeast Association Management PERMA
Title:
User Support Specialist
Location:
Albany, New York Area
Industry:
Insurance
Work history:
PERMA - 9 Cornell Rd, Latham, NY 12110User Support Specialistsince Jun 2003Northeast Association Management PERMA User Support Specialistsince 2003
Full Profile

David Krings Albany, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Software Professional • Technical Writer • Computer Specialist • Software Developers • Analyst • Analysts • Technical Communicator • Author • Apprentice • Technical Specialist • Technical Support Specialists • Office Clerk • Clerical Specialist • Equipment Tools Purchasing Agent • Consumer Goods Professional • Department Store Salesperson • Retail Professional • Retail Salesperson • Commodities Clerk • Video Editing Professional • Video Editor • Master of Science • Bachelor of Science • Operations Manager • Customer Service • Student Worker

Experience & Education

Position:
Quality Assurance Analyst II at Tyler's Versatrans Solution
Location:
Albany, New York Area
Industry:
Computer Software
Work history:
Tyler's Versatrans Solution - Latham, NYQuality Assurance Analyst IIsince Aug 2007Research Foundation of SUNY Technical WriterJan 2007 - Jul 2007
Skills:
SQL, Technical Writing, Testing, Visio, XML, Windows, Software Development, Microsoft SQL Server,...
Languages:
German
Full Profile

Hannah Mckeever Dayton, OH

Professions & Specialties

Teller • Manager • Shop Manager • Operations Manager • Sales Manager • Customer Service • Client Service Officer • Security • Shift Supervisor • Shift Manager • Managers • Underwriter • Sports Trainer • Sports Trainers • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
--
Location:
Dayton, Ohio Area
Industry:
Banking
Work history:
First Niagara Financial Group - Clifton Park, NY and Albany, NYHead Teller (Teller Manager)Sep 2008 - Nov 2011Starbucks Coffee Company - Latham, NYShift SupervisorAug 2005 - Mar 2008
Full Profile

Courtney Adams Albany, NY

Professions & Specialties

Teller • Stock Broker • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Apprentice • Student Worker • Finance and Accounting Specialist • Tax Accountant • Supervisor • Recognition • Managers • Client Service Officer • Branch Manager • Field Marketing Specialist • Marketing Administrator • Master of Science • Bachelors Degree • Marketing Manager

Experience & Education

Position:
Staff Accountant at DeChants, Fuglein & Johnson, LLP
Location:
Albany, New York Area
Industry:
Accounting
Work history:
DeChants, Fuglein & Johnson, LLP Staff Accountantsince May 2013DeChants, Fuglein and Johnson, LLP - Latham, NYAccounting InternJun 2012 - May 2013
Skills:
Accounting, Account Management, Brokerage, Customer Relations, Microsoft Office, Financial...
Full Profile

James Yagusic Albany, NY

Professions & Specialties

Teller • Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Supporting Member • Counselor • Managers • Team Member • Advisor • Master of Business Administration • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Account Executive at BlueShield of NENY
Title:
Account Executive at BlueShield of Northeastern NY
Location:
Albany, New York Area
Industry:
Hospital & Health Care
Work history:
BlueShield of NENY - Latham, NYAccount Executivesince Oct 2007Deluxe Corporation - Niskayuna, NYSales & Service RepresentativeOct 2005 - Oct 2007
Certifications:
Life, Accident, and Health Insurance License, New York State
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Alexandra Payette Albany, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Account Manager • Coordinator • Managers • Advertising Professional • Brand Planner • Advertising Sales Agent • Brand Representative • Marketing Director • Chief Executive • Marketing Manager • Office Assistant • Business Administrator • Office Clerk • Clerical Specialist • Web Marketer • Operations Manager • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Agent • Sales Representative • Graphic Designer • Property Manager • Real Estate Manager

Experience & Education

Title:
Account Manager at Potratz Partners Advertising
Location:
Albany, New York Area
Industry:
Marketing and Advertising
Work history:
Potratz Partners Advertising - 31 Lafayette Street, Schenectady, NY 12305Account Manager2012 - 2013Screen Designs Inc. - Albany, New York AreaMarketing Director2011 - 2012
Skills:
Marketing, Graphic Design, Adobe Photoshop, Customer Service, Web Design, Corporate Branding,...
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Lindsay Salandra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Publicist • Author • PR and Communications Professional • Public Relations Professinal • Team Member • Managers • Director • Operations Manager • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Arts • Hospital Care Professional • Student Worker • Health Professional • Health Practitioner • IT Analyst

Experience & Education

Position:
Publicist at Hot 97, Brand Ambassador at Hot 97
Title:
Publicist for HOT 97
Location:
Greater New York City Area
Industry:
Public Relations and Communications
Work history:
Hot 97 - Greater New York City AreaPublicistsince Jan 2012Hot 97 - Greater New York City AreaBrand Ambassadorsince Apr 2011
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James Thurley Albany, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Buyer • Consumer Goods Professional • Client Service Officer • Buyer and Seller • Sales Representative • Commodities Clerk • Customer Service • Mathematics • Mathematician • Data Scientist • Psychology Specialist • Team Member • Managers • Graphic Designer

Experience & Education

Position:
Operations Rep at Etsy
Title:
Operations Support
Location:
Albany, New York Area
Industry:
Consumer Goods
Work history:
Etsy - Hudson, NYOperations Repsince Oct 2012Davis Vision - Latham, NYCustomer Service RepresentativeDec 2010 - Oct 2012
Skills:
Typing, Microsoft Word, Microsoft Excel, Datatel, Databases, Data Entry, Languages, Psychology,...
Languages:
French, Spanish
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