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Financial Services Sales Agents in Union City, NJ

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193 results found

Matthew Cassaro New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Contractor • Analyst • Business Analyst • Analysts • Independent Business Owners • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Director • Chief Administrative Officer • Financial Officer • Financial Manager • Chief Executive • High School Diploma • Student Worker

Experience & Education

Position:
Contractor/Reporting Analyst at Ernst & Young
Title:
Accounting & Financial Services Professional
Location:
Greater New York City Area
Industry:
Accounting
Work history:
Ernst & Young - Secaucus, NJContractor/Reporting Analystsince Feb 2013UBS - Weehawken, NJRegulatory Reporting Business AnalystMar 2011 - Jul 2011
Full Profile

Amanda Defrancesco New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Director of Business Development • Operations Manager • Business Development Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Talent Agent • Analysts • Student Worker

Experience & Education

Position:
Director, Business Development & Strategy at UBS AG- Private Bank
Location:
New York, New York
Industry:
Financial Services
Work history:
UBS AG- Private Bank - New York, NYDirector, Business Development & Strategysince May 2012UBS Wealth Management - Weehawken, NJDirector, Business Acquisition & Integration StrategyOct 2011 - May 2012
Skills:
Marketing Communications, Strategic Planning, Strategy, Competitive Analysis, Management, Training, ...
Certifications:
Series 7, FINRA
Six Sigma
Full Profile

Jaime Mclaughlin New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Manager • Chief Communications Officer • Senior Vice President • Chief Executive • Operations Manager • Vice President • Model • Guide • Recognition • Tour Guide • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Title:
Current stay at home mom; Former Business Development and Marketing Executive
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - New York / New JerseyBusiness Owner Segment Manager2010 - 2011Smith Barney - New York, NYDirector of Communications & Business Development / Senior Vice President, Banking & Lending2006 - 2010
Skills:
New Business Development, Marketing Strategy, Training & Development, Campaign Execution,...
Certifications:
FINRA Series 7, 24, 63 registered
Full Profile

Charlotte Debenedictis New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Counselor • Analyst • Analysts • Advisor • Project Managers • Operations Manager • Chief Executive

Experience & Education

Position:
Independent Trader at --
Title:
Sr. BA - Specialist in Foreign Exchange - Capital Markets Products
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
-- - Naples, Florida AreaIndependent Tradersince Aug 2009Citi Group - New YorkSr. Business Analyst (Consultant)May 2008 - Aug 2009
Skills:
Business Analysis, Trading Systems, Business Process, Fixed Income, Requirements Gathering, FX,...
Full Profile

Brian Luptowski New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Area Sales Manager • Consumer Goods Professional • Regional Sales Consultant • Sales Representative • Commodities Clerk • Entertainment Professional • Entertainer • Director • Operations Manager • Marketing Manager • Field Marketing Specialist • Marketing Administrator • Deputy Manager • Chief Executive • Software Developers • Team Member

Experience & Education

Position:
Area Sales Manager at Morgans Hotel Group
Location:
Greater New York City Area
Industry:
Hospitality
Work history:
Morgans Hotel Group - Greater New York City AreaArea Sales Managersince Jun 2012Sheraton Brooklyn New York Hotel and Aloft New York Brooklyn Hotel - Brooklyn, NYComplex Director of SalesAug 2011 - May 2012
Skills:
Hotels, Yield Management, Hospitality Industry, Hospitality Management, Hotel Management,...
Full Profile

Hallie Eng New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chief Human Resources Officer • Manager • Operations Manager • Personnel Administrator • HR Manager • Human Resources Specialist • Recruitment • Business Manager

Experience & Education

Position:
Director, HR M&A at American Express
Location:
Greater New York City Area
Industry:
Human Resources
Work history:
American Express - New York CityDirector, HR M&Asince May 2011UBS - Weehawken NJDirector, Strategic ProjectsOct 2008 - Apr 2011
Full Profile

Scott Lombardo New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Security • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Host • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Managers • Advisor • IT Analyst • Systems Administrator • Computer Systems Administrator

Experience & Education

Position:
Executive Director at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJExecutive Directorsince Nov 2011UBS Solution Design Strategist (management consulting)Mar 2010 - Nov 2011
Full Profile

Alexander Chan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Compliance Manager

Experience & Education

Position:
Equities Compliance Officer at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJEquities Compliance Officersince Jul 2011UBS Wealth Management - Weehawken, NJGraduate Training Program2009 - 2011
Skills:
Compliance, Project Management, External Audit, Microsoft Excel, PowerPoint, Microsoft Office,...
Languages:
English, Cantonese, Mandarin, Spanish
Full Profile

Lisa Ann Calandra New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Coordinator • Advisor • Managers • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Deputy Director • Manager • Partner • Compliance Manager • Deputy Manager • Chief Executive • Operations Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Associate Director at UBS Financial Services Inc, Associate Director of Compliance, Compliance...
Title:
Compliance Officer at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc Associate Directorsince Apr 2011UBS Associate Director of Compliance, Compliance Officer/Managersince Aug 2007
Full Profile

Al Rodriguez New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Chairperson • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Supporting Member • Security • Team Member • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Automotive Professional

Experience & Education

Position:
Director at Morgan Stanley Wealth Management, Real Estate Referral Associate at Coldwell Banker
Title:
Investment Bank Director at Morgan Stanley Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Directorsince Aug 2006Coldwell Banker - Rutherford, NJReal Estate Referral Associatesince Jul 2005
Skills:
Investments
Languages:
English, Spanish
Certifications:
Real Estate, New Jersey
Full Profile

James Quigley New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Partner • Chief Digital Officer • Operations Manager • Chief Executive • Technology Manager • Technical Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Project Managers • Analysts

Experience & Education

Position:
Director, Operational Risk Control, Wealth Management America at UBS Financial Services
Title:
Director, Operational Risk Control
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - Weehawken, NJDirector, Operational Risk Control, Wealth Management Americasince 2008UBS Investment Bank - New York, NYDirector, New Business Group2006 - 2008
Skills:
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk...
Full Profile

Kier Bouley New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Director • Chief Executive • Operations Manager • Art Director • Production Designer • Graphic Designer • Graphic Design Specialist • Design Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Designers • Counselor • Advisor • Photo Print Specialist • Photography Specialist

Experience & Education

Position:
Owner/Art Director/Graphic Designer at Kier Bouley, LLC
Title:
Art Direction, PowerPoint Presentations, Design, Digital Photo-manipulation, Pre-Press, Instruction, Training, Mentoring
Location:
Greater New York City Area
Industry:
Graphic Design
Work history:
Kier Bouley, LLC - New JerseyOwner/Art Director/Graphic Designersince Mar 2010UBS Financial Services, Inc. - Weehawken, NJSenior Designer (Consultant)Aug 1999 - Mar 2010
Languages:
English, American Sign Language
Full Profile

Gary Boccio New York, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Chief Executive • Compliance Manager • Bachelor of Science • Business Administrator • Advisor • Managers • Trust Law Attorney • Lawyers • Sales Representative

Experience & Education

Position:
Licensed Banker Senior Supervisory Principal at Citi Personal Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Citi Personal Wealth Management - Long Island City, NYLicensed Banker Senior Supervisory Principalsince Jul 2012UBS - Weehawken, NJDirector- Group Internal AuditApr 2010 - Jul 2012
Skills:
Series 7, Compliance, Risk, Internal Audit, Series 63, FINRA, Mutual Funds, Risk Management,...
Full Profile

David Pellegrini New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Leader • Managers • Loan Accountant • Master of Science • Computer Specialist • School Administrator • Educational Manager

Experience & Education

Position:
Margin Analyst at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Margin Analystsince Dec 2010UBS - Weehawken, NJMargins Service AssociateFeb 2010 - Dec 2010
Skills:
Fixed Income, Risk Management, Investments, Mutual Funds, Trading, Bloomberg, Series 63, Series 7,...
Full Profile

Ryan Monroe New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Solutions Advisor • Supporting Member • Advisor • Team Member • Partner • Team Leader • Chief Executive • Operations Manager • Area Sales Manager • Regional Sales Consultant • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Front Office Receptionist • Managers • Vice President • Financial Manager • Sales Agent • Music Professors

Experience & Education

Position:
Financial Solutions Advisor at Merrill Edge
Title:
Financial Solutions Advisor at Merrill Edge(Business Development)
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Merrill Edge - New York, NYFinancial Solutions Advisorsince Apr 2011Chase Investment Services Corp. - Brooklyn, NYFinancial Advisor Associate, Vice President-InvestmentsJul 2009 - Jan 2011
Skills:
Wealth Management, Series 7, Investments, Securities, Insurance, Business Development, New Business ...
Full Profile

Stephanie Acevedo New York, NY

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Logistics Supply Chain Professional • Administrative Associate • Office Clerk • Clerical Specialist • Administrative Clerk • Bookkeeper • Accounts Payable • Accounts Payable Specialist • Logistician • Supplier • Account Representative • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Office Manager/Bookkeeper at Alpha Transportation Inc
Title:
Experienced in Business Finance and Eviction Services.
Location:
Greater New York City Area
Industry:
Logistics and Supply Chain
Work history:
Alpha Transportation Inc Office Manager/Bookkeepersince Nov 2009Jersey Eagle Sales Corporation Administrative Assistant/ Account RepresentativeMay 2009 - Nov 2009
Languages:
Spanish
Full Profile

Matthew Christopher New York, NY

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Product Specialist • Partner • Vice President • Marketing Manager • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Operations Manager

Experience & Education

Position:
Internal Banking Products Specialist at UBS Wealth Management
Title:
Internal Banking Product Specialist at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken NJInternal Banking Products Specialistsince Dec 2011Bank of America / Merrill Lynch Wealth Management Banker VPAug 2009 - Mar 2011
Certifications:
Series 7 & 66 Registered Representative, FINRA
Full Profile

Jennifer Amaya Union City, NJ

Professions & Specialties

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

Experience & Education

Work

Company:
Td bank
Bi-lingual (spanish) senior personal banker, retail banking
Company:
Jp morgan chase bank - Jersey City, NJ
Relationship banker, retail banking
Full Profile

Sam Dix New York, NY

Professions & Specialties

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

Experience & Education

Position:
Management Consultant at Ernst & Young
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Ernst & Young Management Consultantsince Jan 2013UBS - Weehawken, NJStrategy, Marketing and Business DevelopmentJun 2012 - Aug 2012
Full Profile

Thomas Park New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Director • Operations Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Officer • Financial Manager • Vice President • Business Administrator • Area Manager • Managers • Analysts • Consumer Goods Professional • Commodities Clerk • Master of Business Administration

Experience & Education

Position:
Executive Consultant at TMCV Capital and Consulting
Title:
Business Advisory and Capital Raising Startup
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
TMCV Capital and Consulting - Monroe, NJExecutive Consultantsince Apr 2010UBS Financial Services - Weehawken, NJDirector, ControllingJun 2006 - Apr 2010
Skills:
Derivatives, Financial Modeling
Full Profile

Leonardo Hernandez Union City, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative

Experience & Education

Work

Company:
Ubs ag
Corporate stock plan specialist
Company:
New york life investment management - Parsippany, NJ
Retirement plan representative

Skills

Fluent Spanish
Full Profile

Michael Garczynski New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Director • Deputy Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Team Member • Advisor • Project Managers • Information Technology Specialist • Computer Software Professional • Software Developer • Software Developers • Software Deployment Engineer • Computer Specialist • User Interface Designer • Website Developer • IT Specialist

Experience & Education

Position:
Director at UBS
Title:
Associate Director at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJDirectorsince Apr 2007Sungard - Parsippany, NJConsultantDec 2005 - Apr 2007
Certifications:
Lean Six Sigma Black Belt, UBS Financial Services, Inc.
Webmaster, Fairleigh Dickenson University
Full Profile

Ralph Pagan New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Corporate Executive • Chief Executive • Representative • Package Designer • Commercial Designer • Advertising Professional • Advertising Sales Agent • Marketing Manager • Operations Manager • Advisor • Brand Representative • Master of Business Administration • Master of Science • Psychologist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Managing Director at 691 Marketing
Location:
New York, New York
Industry:
Marketing and Advertising
Work history:
691 Marketing - New York, NYManaging Directorsince 2000Morgan Stanley Smith Barney - Paramus, New JerseyFinancial AdvisorJan 2011 - Apr 2012
Languages:
Spanish
Certifications:
General Securities Representative (Series 7, 66): NY, NJ, CT, FL
Licensed Insurance Producer: NY, NJ, CT
Full Profile

Laura Zoradi New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Business Administrator • Analyst • Apprentice • Analysts • Chief Operating Officer • Chief Executive Officer • Partner • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Student Worker

Experience & Education

Position:
Business Analyst - Office of the COO, Change Leadership at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJBusiness Analyst - Office of the COO, Change Leadershipsince Nov 2012UBS - New York, NYHuman Resources AnalystAug 2011 - Nov 2012
Full Profile

Alexandra Chevestick New York, NY

Professions & Specialties

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

Experience & Education

Position:
Institutional Consulting Validation Project at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJInstitutional Consulting Validation Projectsince Nov 2012
Full Profile

Michael Quintanilla Union City, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Team Member

Experience & Education

Work

Company:
Mitsubishi ufj trust & banking corp - New York, NY
Fx trader | sales
Company:
Dresdner kleinwort - New York, NY
Trader | client relations

Skills

Excel, Bloomberg, Reuters, EBS, Negotiation, Strong Communicator, Team Player, FX, Equities,...
Full Profile

Stefanie Schreiber New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Analyst • Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Software Tester • Computer Specialist

Experience & Education

Position:
Business Analyst at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJBusiness Analystsince Apr 2012UBS Wealth Management - Weehawken, NJQuality Assurance LeadJul 2009 - Apr 2012
Full Profile

Marilin Acosta Union City, NJ

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Bachelor of Science

Experience & Education

Work

Company:
Td bank, na
Financial services representative

Skills

Strong customer service skills, proficient in computers, strong sales skills, swift learner.
Full Profile

David Banfield Union City, NJ

Professions & Specialties

Commodity Trader • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Mcnamara options llc
Commodities broker
Company:
Otc global holdings - New York, NY
Commodities broker
Full Profile

Tim Owies Union City, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Mortgage Loan Officer • Mortgage Specialist • Loan Officers • Bachelor of Arts • Team Member • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Jpmorgan chase - Paramus, NJ
Mortgage banker
Company:
Jpmorgan chase bank - Teaneck, NJ
Relationship banker
Full Profile

Rohit Kataria Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

United States Patent InventorAppl. No.Assignee

#2004015  Aug 12, 2004

Filed: Feb 11, 2003

 Justin Data (Ossining, NY)
Michael Rizzo (Monroe Township, NJ)
Rohit Kataria (Union City, NJ)
Phil Hsu (Ho Ho Kus, NJ)
J. Marsh (Zurich, CH)
Grace Davitt (Basking Ridge, NJ)
Syed Ali (Linden, NJ)
Mark Distaulo (Hoboken, NJ)
Jangliw Passavant (West Orange, NJ)
 10/365323
International Classification: G06F017/60U.S. Classification: 705/036000
Patent:
Financial advisor messaging in a networked computer system
Abstract:
The present invention provides systems and methods for financial advisor messages in a networked...
Full Profile

William Gonzalez Union City, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Teller • Waiter • Business Administrator • High School Diploma • Operations Manager

Experience & Education

Work

Company:
Las palmas restaurant
Waiter
Company:
Unity bank - South Plainfield, NJ
Personal banker
Full Profile

Dan Small New York, NY

Professions & Specialties

Municipal Bond Trader • Trader • Financial Services Sales Agent • Capital Markets Professional • Financial Services Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supporting Member • Team Member • Operations Manager • Deputy Manager • Chief Executive

Experience & Education

Position:
Vice President--Senior Municipal Bond Trader at RBC Wealth Management
Title:
Vice President--Senior Municipal Bond Trader
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
RBC Wealth Management - Parsippany NYVice President--Senior Municipal Bond Tradersince Mar 2012UBS Wealth Management - Weehawken NJDirector--Private Wealth Fixed Income Strategy, Sales & ExecutionFeb 2009 - Mar 2012
Certifications:
Business Creativiy and Innovation Coaching, Michael Gelb
Aikido -- Shodan (1st Degree Black Belt), US Aikido Federation / International Aikido Federation
Full Profile

Alex Bonello New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Managing Director Institutional Sales and Trading at Ladenburg Thalmann & Co. Inc.
Title:
Managing Director Instutional Equity Sales Trader Ladenburg Thalmann & Co. Inc.
Location:
New York, New York
Industry:
Financial Services
Work history:
Ladenburg Thalmann & Co. Inc. - New YorkManaging Director Institutional Sales and Tradingsince Jan 2012WJB Capital Group - Greater New York City AreaVice President Portfolio Trading GroupJan 2006 - Dec 2011
Skills:
Series 7, Series 63, Securities, Series 24, Trading Systems, Program Trading, Traders, Relationship ...
Full Profile

Juan Montoya New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Project Manager • Financial Director • Project Managers • Financial Officer • Financial Manager • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Resources Specialist • Recruitment • Advisor • Operations Manager • Chief Executive • Paralegal • Software Developers • IT Specialist • Advertising Sales Agent

Experience & Education

Title:
Project/finance manager seeking new challenges
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Studio LLC - Hoboken, NJControllerFeb 2006 - May 2009UBS Financial Securities - Weehawken, NJFinancial AdvisorOct 2004 - Jan 2006
Languages:
Spanish
Full Profile

Alexandra Torres Union City, NJ

Professions & Specialties

Commercial Teller • Bank Teller • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jpmorgan chase bank - Edgewater, NJ
Commercial teller
Full Profile

Anthony Viskovic New York, NY

Professions & Specialties

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

Experience & Education

Position:
High Net Worth Lending Advisor at Morgan Stanley
Title:
HNW Lending Advisor
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley - Greater New York City AreaHigh Net Worth Lending Advisorsince Nov 2010UBS Wealth Management - Weehawken, NJBanking Product AdvisorMay 2007 - Nov 2010
Skills:
Banking, Securities, Loans, Private Banking, Wealth Management, Process Improvement, Credit
Certifications:
FINRA Series 7, 31, 66
Full Profile

Deepak Balani New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Independent Consumer Goods Professional • Consumer Goods Professional • Commodities Clerk • Sales Manager • Sales Director • Independent Business Owners

Experience & Education

Title:
Independent Consumer Goods Professional
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Victor's USA, Inc. - Union City, NJSenior Sales Manager2001 - 2010Trade Wings, Inc. - Manhattan, New YorkSales Manager2002 - 2004
Skills:
Marketing Strategy, Sales, B2B, Retail, Event Management, Negotiation, Trade Shows, New Business...
Full Profile

Boris Rabinovich New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Deputy Director • Deputy Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Java Developer • JavaScript Developer • Software Developer • Software Developers • Agent • Sales Representative

Experience & Education

Position:
Associate Director at UBS Financial Services
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Financial Services - Weehawken, NJAssociate Directorsince Sep 2003PaineWebber ,Inc Lead DeveloperMar 2000 - Sep 2003
Skills:
Business Analysis, SDLC, SQL, Microsoft SQL Server
Full Profile

Roger Corrado Union City, NJ

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Counselor • Analyst • Advisor • Analysts • Representative • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Trader specializing in Soft and Ag Commodities at Ice Futures US, Television...
Title:
Experienced Commodities Trader and Consultant
Location:
Weehawken, New Jersey
Industry:
Capital Markets
Work history:
Ice Futures US - Greater New York City AreaIndependent Trader specializing in Soft and Ag Commoditiessince Jul 2011Intercontinental Commodities Exchange (ICE) Television Analyst/ICE Media Spokesman/Tradersince Feb 2008
Full Profile

Isabel Vera New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Administrative Assistant at Goldman Sachs
Title:
Financial Services Professional
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Goldman Sachs Administrative Assistantsince Nov 2010Pershing Administrative AssistantSep 2006 - Aug 2010
Full Profile

Daniel Kutz New York, NY

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker

Experience & Education

Position:
Wealth Management Operations Intern at UBS
Location:
Greater New York City Area
Industry:
Medical Devices
Work history:
UBS - Weehawken, NJWealth Management Operations Internsince Feb 2012Cordis Finance Co-OpJan 2011 - Jul 2011
Skills:
Proficient in Excel
Full Profile

Scott Ashley New York, NY

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President- Wealth Management at Morgan Stanley Wealth Management
Title:
Senior Vice President - Wealth Management, Portfolio Management Director, Financial Advisor at Morgan Stanley
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Senior Vice President- Wealth Managementsince 1994Paine Webber - Weehawken, NJVice President - Finance1992 - 1994
Full Profile

Chuck Redding New York, NY

Professions & Specialties

Financial Consultant • Trader • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Director • Partner • Operations Manager • Chief Executive • Counselor • Advisor • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director at UBS Wealth Management
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS Wealth Management - Weehawken, NJDirectorsince Aug 2003UBS Investment Bank Director2005 - 2007
Skills:
Wealth Management, Fixed Income, Alternative Investments, Series 7, Structured Products, Portfolio...
Full Profile

Debra Sofos New York, NY

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Human Resources Specialist • Recruitment • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Software Developers • Sales Manager

Experience & Education

Position:
Registered Representative at NYLIFE Securities LLC, Licensed Agent at New York Life Insurance Company
Title:
Financial Services Professional at NYLIFE Securities
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
NYLIFE Securities LLC - 777 Westchester Avenue, 4th fl, White Plains, NY 10604Registered Representativesince Mar 2013New York Life Insurance Company - 777 Westchester Avenue, 4th fl, White Plains, NY 10604Licensed Agentsince Dec 2012
Skills:
Licensed Life Insurance Agent, Protection Planning/family Security, 401k Rollovers, Annuity Sales,...
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John Almeida Union City, NJ

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Business Specialist • Customer Service • Client Service Officer • Operations Manager

Experience & Education

Position:
Small Business Specialist at Bank of America
Location:
Union City, New Jersey
Industry:
Banking
Work history:
Bank of America Small Business Specialistsince Jan 2007Fleet Bank Personal BankerJan 2003 - Apr 2005
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Justin Trubin New York, NY

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
UBS - Weehawken, NJFinancial Advisorsince Feb 2013Merrill Lynch - Pennington, njFinancial Solutions Advisor- Edge Preferred Relationship Consultant TeamMay 2012 - Feb 2013
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Cassie Perlman New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Marketing Manager • Marketing Administrator • Consumer Goods Professional • Commodities Clerk • Operations Manager • Advertising Professional • Marketing Professional • Advertising Sales Agent • Market Research Analyst • Client Service Officer • Business Administrator • Student Worker • Customer Service

Experience & Education

Position:
Marketing Manager at L'Oréal
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
L'Oréal - New York, New YorkMarketing Managersince Jan 2013L'Oréal - New York, New YorkAssistant Marketing ManagerJan 2012 - Dec 2012
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Leslie Andes Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Operations Manager • Human Resources Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts

Experience & Education

Position:
Director, Compensation at UBS Wealth Management
Title:
Director, Human Resources
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Wealth Management Director, Compensationsince Jan 2007TD Securities Human Resources AnalystFeb 2001 - Jan 2007
Languages:
Tagalog
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Valerie Pergolizzi Union City, NJ

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Account Executive • Senior Customer Service Representative • Client Service Officer • Manager • Operations Manager • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Customer Service • Corporate Executive • Chief Executive • Managers

Experience & Education

Position:
Senior Financial Advisor, Authorized Officer at UBS Financial Services
Title:
Authorized Officer, Sr. Financial Advisor at UBS Financial Services
Location:
Weehawken, New Jersey
Industry:
Financial Services
Work history:
UBS Financial Services Senior Financial Advisor, Authorized Officersince May 2009Kforce Professional Staffing Senior Account Executive/Branch ManagerSep 2008 - Jan 2009
Skills:
Financial Services, Leadership, Recruiting, Talent Acquisition, New Business Development, Business...
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Financial Services Sales Agents near Union City, NJ029,09858,19687,294116,392145,490New YorkJersey CitySecaucusNorth BergenWest New YorkCarlstadtEdgewaterEast RutherfordCliffside ParkFairview