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Financial Services Sales Agents in Massachusetts

Financial Services Sales Agents in Wellesley, MA

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250 results found

Gina Patete Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Brand Planner • Brand Representative • Advisor • Counselor • Coordinator • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Event Manager • Management Team Executive • Operations Manager • Publisher • Leadership Think Tank • Office Clerk • Clerical Specialist • Publishing Professional • Analysts • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Property Manager • Real Estate Manager • School Administrator • Educational Manager

Experience & Education

Position:
2nd Vice President, New Business Marketing at New York Life Retirement Plan Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Retirement Plan Services - Westwood, MA2nd Vice President, New Business Marketingsince Nov 2011New York Life Retirement Plan Services Marketing Events CoordinatorDec 2010 - Dec 2011
Full Profile

Huard Smith Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chairperson • Chief Executive • Marketing Manager • Non-Profit • Leader • Managers • Consumer Goods Professional • Commodities Clerk • Entertainment Professional • Entertainer • Advertising Professional • Brand Planner • Advertising Sales Agent • Brand Representative • General and Operations Manager • Director of Operations • Operations Manager • Educational Manager • Head Engineer • Engineering Manager • IT Specialist

Experience & Education

Position:
VP, Client Relationship Lead at Merkle
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Merkle - Marlborough, MAVP, Client Relationship Leadsince Jan 2013RepEquity, Inc. - Wellesley, MAPresidentJan 2011 - Jun 2012
Skills:
SEO, Social Media, Mobile Communications, Digital Strategy, Online Advertising, Digital Marketing,...
Full Profile

Fern Strasser Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Field Marketing Specialist • Marketing Administrator • Manager • Marketing Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Customer Relations • Sales Manager • Retail Professional • Sales Executive • Sales Representative • Department Store Salesperson • Retail Salesperson • Buyer and Seller • Assistant Manager • Business Administrator • Managers • Office Clerk • Clerical Specialist • Bachelor of Science • Entertainment Professional • Entertainer • Student Worker

Experience & Education

Position:
New England Field Marketing Manager at Purity Organic, Brand Ambassador at LoziLu Women's Mud Run
Title:
New England Field Marketing Manager
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Purity Organic New England Field Marketing Managersince Jun 2013LoziLu Women's Mud Run - Greater Boston AreaBrand Ambassadorsince May 2013
Skills:
Sales, Marketing, Customer Service, Retail Banking, News Writing, Management, Account Management,...
Full Profile

Isaiah Davis Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Director of Business Development • Operations Manager • Business Development Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Host • Vice President • Financial Officer • Financial Manager • Chief Executive • Independent Business Owners • Business Administrator • Organization Management • Team Member • Contractor • Non-Profit • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Sales Representative • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • Recruitment • Property Manager • Real Estate Manager

Experience & Education

Position:
Director, Business Development at Cammack LaRhette Consulting
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Cammack LaRhette Consulting - Wellesley, MADirector, Business Developmentsince Jan 2012Merrill Lynch Wealth Management AdvisorMay 2005 - Jan 2012
Languages:
Spanish, Sign Languages
Full Profile

Colin Scully Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Representative • Consumer Goods Professional • Commodities Clerk • Barista • Planner • Business Administrator • Bartender • Buyer • Sales Representative • Sales Agent • Buyer and Seller • Sales Manager • Sales Director • Marketing Manager • Operations Manager • Bachelor of Science • Computer Software Professional • Database Administration Professional • Database Administrator • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Web Marketer • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Sales Development Representative at Vertica Systems
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Vertica Systems - Cambridge, MaSales Development Representativesince Aug 2012Northwestern Mutual - Wellesley, MAFinancial RepresentativeMay 2012 - Aug 2012
Skills:
Sales, Competitive Analysis, Advertising, New Business Development, Sales Operations, Management,...
Full Profile

Brian Ross Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Athletes • Bachelor of Science • Master of Science • Government Administration Professional • Operations Manager • Community Service Manager • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Client Service Officer • Customer Service

Experience & Education

Position:
Registered Representative and Financial Advisor at New England Securities at Baystate Financial
Title:
Registered Representative and Financial Advisor at New England Securities
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New England Securities at Baystate Financial - 100 William Street, Suite 300, Wellesley, MA 02481Registered Representative and Financial Advisorsince Mar 2013Morgan Stanley Wealth Management - United StatesFinancial AdvisorFeb 2012 - Feb 2013
Full Profile

Molly Mullen Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Coordinator • Administrative Associate • Assistant to the President • Managers • Administrative Clerk • Clerical Specialist • Partner • Chief Executive Officer • Chief Administrative Officer • Chief Executive • Corporate Executive • Consumer Goods Professional • Commodities Clerk • Secretary • Supervisor • Security • Office Clerk • Vice President of Sales • Marketing Manager • Sales Manager • Vice President • Sales Account Associate • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Sales Executive • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support • Marketing Intern • Web Marketer • Marketing Professional • Advertising Sales Agent • Bachelor of Science • Information Technology Specialist • Database Administration Professional • Database Administrator • IT Specialist

Experience & Education

Position:
Coordinator Product Testing and Engineering at Reebok
Title:
Coordinator in Product Testing and Engineering at Reebok
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Reebok - Canton, MACoordinator Product Testing and Engineeringsince Apr 2012Reebok - Canton, MAAdministrative Assistant (Temporary Assignment)Feb 2012 - Apr 2012
Skills:
Sales, Administrative Work, CRM, SEO, HTML, Relationship Management, Long-term Customer...
Full Profile

Justin Wang Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Computer Software Professional • Software Developers • Counselor • Advisor • Accounting Bookkeeper • Bookkeeper • Information Technology Specialist • IT Specialist • Apprentice • Office Clerk • Clerical Specialist • Director • Financial Officer • Financial Manager • Chief Executive • Operations Manager • Master of Business Administration • Client Service Officer • Customer Service • Student Worker

Experience & Education

Position:
National Account Manager - Customer Experience Applications at Oracle
Location:
Greater Boston Area
Industry:
Computer Software
Work history:
Oracle - Burlington, MANational Account Manager - Customer Experience Applicationssince Mar 2013Putnam Investments - Andover, MADefined Contribution Financial ConsultantApr 2010 - Mar 2013
Languages:
French (Proficient)
Certifications:
Accredited Asset Management Specialist (AAMS), College of Financial Planning
Full Profile

Martin Hay Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Personal Banker at Citi
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Citi - 84 Central St Wellesley, MA 02482Personal Bankersince Apr 2012BNY Mellon - Westborough, MAAsset Servicing Account Lead IIFeb 2011 - Mar 2012
Full Profile

Derick Denby Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Administrative Law Attorney • Of Counsel • Jurist • Legal Counsel • Human Resources Specialist • Recruitment • Counselor • Philanthrope • Advisor • Non-Profit • Chief Administrative Officer • Chief Executive • Financial Officer • Financial Manager • Corporate Executive • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Consumer Goods Professional • Commodities Clerk • Property Manager • Real Estate Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Consultant - Finance, Human Resources, Administration at DenMac Services
Title:
Finance, HR & Administrative Consultant
Location:
Wellesley Hills, Massachusetts
Industry:
Executive Office
Work history:
DenMac Services Consultant - Finance, Human Resources, Administrationsince 2011Foundation Management Associates - BostonFinancial Consultant2011 - 2012
Skills:
Human Resources, Management Consulting, Finance, Payroll, Sales, Employee Benefits, Consulting,...
Languages:
French
Full Profile

Virginia Wong Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Apprentice • Office Assistant • Office Clerk • Clerical Specialist • Student Worker • Construction • Advisor • Sales Agent • Agent • Consumer Goods Professional • Commodities Clerk • Legal Aide • Paralegal • Chief Administrative Officer • Chief Executive • Master of Business Administration • Bachelor of Science • Master of Science • Accounting Bookkeeper • Bookkeeper • Sports Game Coach

Experience & Education

Title:
Private Wealth Management Intern at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Higher Education
Work history:
Morgan Stanley Wealth Management - Waltham, MAPrivate Wealth Management InternFeb 2012 - May 2013Bentley University - Waltham, MAWomen's Volleyball Office AssistantSep 2008 - May 2012
Skills:
Investments, Mutual Funds, Microsoft Excel, Fixed Income, Financial Analysis, Financial Modeling,...
Languages:
English, Mandarin Chinese, Cantonese Chinese
Full Profile

Molly Gamache Boston, MA

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Office Assistant • Office Clerk • Clerical Specialist • Operations Manager • Director of Operations • Chief Executive Officer • Corporate Executive • Chief Executive • Recruitment • Administrative Clerk • Marketing Director • Financial Manager • Technology Manager • Technical Managers • PHP Developer • Ruby Developer • SalesForce Administrator • Software Engineer • Software Tester • Systems Administrator • Unix Administrator • Software Developer • Software Developers • Computer Systems Administrator • Database Administration Professional • Database Administrator • Computer Specialist • Bachelor of Science • Notary • Lawyers

Experience & Education

Position:
Executive Assistant at Millennium Search LLC
Title:
Executive Assistant at Millennium Search LLC - I believe exclamation points in job ads should be outlawed
Location:
Greater Boston Area
Industry:
Staffing and Recruiting
Work history:
Millennium Search LLC - RemoteExecutive Assistantsince Mar 2012Ross Mayer CLU, CFP® - Wellesley, MAAdmin. AssistantOct 1993 - Sep 2012
Skills:
Writing, Blogging, Freelance Writing, Travel Writing, Editing, Social Media, Web Content, Social...
Certifications:
Notary Public, Commonwealth of Massachusetts
Full Profile

Drew Bottaro Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Financial Manager

Experience & Education

Position:
Senior Financial Counselor and Vice President at Weston Financial
Title:
Ultra/ high-net-worth wealth manager| comprehensive financial & estate planning| investment advisory| business attractor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Weston Financial - Wellesley, MASenior Financial Counselor and Vice Presidentsince Oct 2011Wells Fargo Family Wealth Senior Vice PresidentMar 2004 - Apr 2011
Skills:
Financial Planning, Estate Planning, Investment Advisory, Team Management, Wealth Management,...
Full Profile

Kervin Jean Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Counselor • Representative • Advisor • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Business/Personal Banker at Citi
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Citi - Wellesley, MABusiness/Personal Bankersince Dec 2011Prudential Financial - NeedhamFinancial Professional ConsultantMay 2011 - Dec 2011
Full Profile

Haley Peckham Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Administrative Coordinator • Coordinator • Administrative Associate • Clerical Specialist • Managers • Administrative Clerk • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chief Administrative Officer • Chief Executive

Experience & Education

Position:
Transaction Coordinator at Coldwell Banker
Title:
Administrative Coordinator
Location:
Greater Boston Area
Industry:
Architecture & Planning
Work history:
Coldwell Banker - Chestnut HillTransaction Coordinatorsince Aug 2012Kleinfelder - Framingham, MATemporary Administrative AssistantMar 2012 - Jul 2012
Full Profile

Michael Rose Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Articled Clerk • Lawyers • Tax Preparer • Tax Accountant • Analysts • Accounting Bookkeeper • Bookkeeper • Researcher • Survey Researcher • Market Research Analyst

Experience & Education

Position:
Investment Advisor at Proctor Financial, Inc.
Title:
Financial Advisor | Providing tax efficient investment management and financial planning for individuals and families
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Proctor Financial, Inc. - Wellesley, MAInvestment Advisorsince Jan 2011Cabot Money Management - Salem, MAInvestment AdvisorAug 2010 - Jan 2011
Full Profile

Chad Rucker Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Vice President of Sales • Director • Chief Executive • Sales Manager • Marketing Manager • Operations Manager • Retail Design Architect • Brand Planner • Product Specialist • Brand Representative • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Vice President of Sales at inStream Media
Title:
Vice President, Sales at inStream Media
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
InStream Media - Wellesley, MAVice President of Salessince Aug 2011Mass Connections Director, Sales & MarketingMar 2008 - Jan 2011
Full Profile

Jill Boudreau Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finisher • Grinding and Polishing Worker • Advisor • Design Professional • Design Expert • Buyer and Seller • Sales Representative • Operations Manager

Experience & Education

Position:
REALTOR at Coldwell Banker - Wellesley, MA
Title:
Wellesley's Premier Realtor, Wellesley, MA
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Coldwell Banker - Wellesley, MA - Wellesley, MAREALTORsince 2008Coldwell Banker Residential Brokerage - Wellesley, MAWellesley Real Estate Agent2008 - 2012
Skills:
Renovation & Redesign Consultant, Interior Design Consultant, Negotiation, Selling, Home, Home ...
Full Profile

Ed Rossi Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at AXA Advisors
Title:
Investment Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
AXA Advisors - Wellesley MaFinancial Advisorsince Dec 2012
Full Profile

Mike Polito Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Services Professional at New York Life
Title:
Financial Services Professional, New York Life
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New York Life Financial Services Professionalsince Oct 2007Sun Life Financial - Wellesley, Ma 02481Derivatives AccountantAug 2006 - Oct 2007
Full Profile

Robert Holt Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Controller • Consumer Goods Professional • Commodities Clerk • Analyst • Analysts • Account Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Business Administrator • Bachelor of Science • Hospital Care Professional • Health Professional • Health Practitioner • Financial Officer • Financial Manager • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Controller at Weruva
Title:
Financial Planning & Analysis
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Weruva Controllersince Mar 2013Benchmark Assisted Living - Wellesley, MASr. Operations AnalystMay 2011 - Mar 2013
Full Profile

Wesley Matthews Wellesley, MA

Professions & Specialties

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

Experience & Education

Work

Company:
Wrm capital management
Foreign exchange trader
Company:
Deutsche bank securities, incorporated - New York, NY
Junior trader, debt capital markets syndicate desk
Full Profile

Evan Eastman Waltham, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Vice President • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Customer Service • Bookkeeper

Experience & Education

Position:
VP Business Banking Client Manager at Bank of America
Location:
Waltham, Massachusetts
Industry:
Banking
Work history:
Bank of America - Waltham, MAVP Business Banking Client Managersince May 2012Merrill Lynch - Wellesley, MAFinancial AdvisorDec 2010 - May 2012
Languages:
Spanish
Full Profile

Richard Keeler Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Spokesperson • Representative • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Technical Managers • Production Manager • Operations Manager

Experience & Education

Position:
Associate Financial Advisor, with the practice of David H. Allen at Ameriprise Financial Services, Inc
Title:
Associate Financial Advisor, MBA, CLTC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc - Wellesley, MAAssociate Financial Advisor, with the practice of David H. Allensince Nov 2005Ameriprise Financial Services, Inc. - Natick, MAFinancial Advisor2003 - 2005
Full Profile

Xiao Jiang Wellesley, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Sales Executive • Sales Manager

Experience & Education

Work

Company:
Citizens bank
Personal banker universal
Company:
Vlora - Boston, MA
Waiter/server
Full Profile

Chuck Mascott Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Contractor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Corporate Executive • Chief Executive • Sales Representative

Experience & Education

Position:
Proprietor/Home Improvement Contractor at Mascott&Morrow -- Distinctive Custom Home Remodeling, ...
Title:
Residential/Relocation Specialist-- Coldwell Banker Residential Brokerage
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Mascott&Morrow -- Distinctive Custom Home Remodeling - Concord, Acton, SudburyProprietor/Home Improvement Contractorsince Jun 2008Coldwell Banker Residential Brokerage - Concord, MAResidential/Relocation Specialestsince Jun 2000
Skills:
Listings, Real Estate, Single Family Homes, Condos, Sellers, Investments, Real Estate Transactions, ...
Full Profile

Stephen Benak Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teaching Assistant • Educational Assistant Teacher

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Wellesley, MAFinancial Advisorsince Jul 2003University of Massachusetts Amherst Teaching AssistantOct 2001 - Jan 2003
Full Profile

Katerina Iliades Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Entrepreneur • Apprentice • Managers • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Consumer Goods Professional • Commodities Clerk • Marketing Intern • Marketing Professional • Advertising Sales Agent • Student Worker

Experience & Education

Position:
Founder & Manager at Greek International Food Market
Title:
Entrepreneur - BU PEMBA
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Greek International Food Market - West Roxbury, MAFounder & Managersince Aug 2008Chanel - Boston, MAMarketing/Retail InternOct 2009 - 2009
Languages:
English, Greek, French
Full Profile

Anthony Fleurival Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Title:
Financial Advisor
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Wellesley, MAFinancial Advisorsince May 2011Caribbean U-Turn - Mattapan, MAProject ManagerFeb 2008 - Aug 2011
Full Profile

Keith Blades Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Government Administration Officer • Civil Servant

Experience & Education

Position:
Vice President/Investments- Stifel Nicolaus at Stifel Financial Corp.
Location:
Wellesley Hills, Massachusetts
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Wellesley Hills, MAVice President/Investments- Stifel Nicolaussince Oct 2011Merrill Lynch Vice President- Investments, Portfolio Advisor PIA ProgramMay 2006 - Oct 2011
Certifications:
Accredited Asset Management Specialist, College of Financial Planning
Full Profile

Bill Santare Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Marketing Professional • Advertising Sales Agent

Experience & Education

Position:
Programmatic Trader at Affiperf U.S. (Havas Media)
Title:
Programmatic Trader at Affiperf U.S. (Havas)
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
Affiperf U.S. (Havas Media) - Boston, MAProgrammatic Tradersince Mar 2013Havas Media - Boston, MASearch Marketing SpecialistNov 2011 - Mar 2013
Skills:
PPC, Google Adwords, SEM, Digital Marketing, Google Analytics, Search Advertising, Digital...
Full Profile

Michael Graff Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance Professional • Underwriter • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Marketing Manager • Chief Executive • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Representative at Wellesley Financial Group
Title:
Financial and Insurance Professional
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Wellesley Financial Group - Wellesley, MAFinancial Representativesince Nov 2012NYLIFE Securities LLC - Waltham, MAFinancial Services Professional2010 - 2012
Full Profile

Margaret Leblanc Wellesley, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Law Specialist • Lawyers • Representative • Student Lawyer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Food Service Worker • Food and Beverages Professional • Food and Beverage Attendant • Education Manager • Education Administrator

Experience & Education

Title:
Attorney
Location:
United States
Industry:
Law Practice
Work history:
Merrill Lynch - Wellesley, MAFinancial AdvisorOct 2011 - Feb 2012Washington University in St. Louis School of Law - St. Louis, MOCash Nickerson Fellow at the Whitney R. Harris World Law InstituteApr 2010 - Dec 2010
Languages:
English, Spanish
Full Profile

Linda Wentworth Boston, MA

Professions & Specialties

Financial Specialist • Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Specialist at Sovereign Bank
Title:
Accomplished Relationship Manager
Location:
Greater Boston Area
Industry:
Insurance
Work history:
Sovereign Bank - Wellesley, MAFinancial Specialistsince Aug 2012Waddell & Reed - Waltham, MAFinancial AdvisorSep 2010 - Aug 2012
Full Profile

Jonathan Straus Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Founding Principal, Portfolio Manager at Commons Capital Advisors, LLC
Title:
Commons Capital Advisors, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commons Capital Advisors, LLC Founding Principal, Portfolio Managersince Jul 2009Merrill Lynch - 45 William Street Wellesley, MA 02481Portfolio Manager, Financial AdvisorMar 2006 - Jul 2009
Full Profile

Camille Ramirez Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisory Associate at Morgan Stanley Wealth Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Wellesley, MAWealth Advisory Associatesince Dec 2012UBS - Wellesley, MAFinancial AdvisorJul 2011 - Dec 2012
Full Profile

Robert Cormier Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Associate Vice President, Financial Advisor at Morgan Stanley Wealth Management
Title:
Financial Advisor | Wealth Management | Retirement Planning | 401(k) Plans | Morgan Stanley Wealth Management
Location:
Boston, Massachusetts
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Boston, MAAssociate Vice President, Financial Advisorsince Oct 2005Merrill Lynch - Wellesley, MAFinancial AdvisorFeb 1999 - Oct 2005
Full Profile

Lauri Maney Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Controller • Accounting Bookkeeper • Bookkeeper • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Retail Professional • Retail Salesperson • Market Research Analyst • Advertising Sales Agent

Experience & Education

Position:
Realtor at Coldwell Banker
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Coldwell Banker - Wellesley, MARealtorsince Oct 2012JONES WORLDWIDE, INC - Greater Chicago AreaControllerJun 2003 - 2011
Full Profile

David Lahey Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Edge - Wellesley, MAAssistant Vice President, Financial Solutions Advisorsince Jul 2012Merrill Lynch Financial AdvisorJan 2011 - Aug 2012
Skills:
Retirement Planning, Series 7, Mutual Funds
Certifications:
Certified Special Needs Advisor
Full Profile

Leah Mccann Wellesley, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Assistant to the President • Office Assistant • Crewman • Administrative Associate • Administrative Clerk • Clerical Specialist • Office Clerk • Team Member • Partner • Chief Administrative Officer • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Services Professional
Location:
Auckland, New Zealand
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley, MAExecutive Assistant to President Sun Life Financial Distributors & SVP InternationalJul 2009 - Jul 2012BT Financial Group Executive AssistantApr 2001 - Apr 2008
Full Profile

Jim O'glishen Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Account Manager • Logistician • Logistics Supply Chain Professional • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
Account Manager, Integrated Systems at Abel-Womack
Location:
Greater Boston Area
Industry:
Logistics and Supply Chain
Work history:
Abel-Womack Account Manager, Integrated Systemssince Feb 2003Merrill Lynch - Wellesley, MAFinancial Advisor2001 - 2003
Full Profile

Joni Shore Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Vice President at Coldwell Banker RB -- Wellesley & Weston
Title:
Vice President at Coldwell Banker Residential Brokerage (Wellesley & Weston)
Location:
Greater Boston Area
Industry:
Real Estate
Work history:
Coldwell Banker RB -- Wellesley & Weston - Wellesley, MAVice Presidentsince Nov 1986
Languages:
English, Spanish, Italian
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Susan Arnold Boston, MA

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President and Portfolio Manager at New century portfolios, Vice President Senior Financial...
Title:
Vice President and Portfolio Manager at New century portfolios
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
New century portfolios - Wellesley MaVice President and Portfolio Managersince 1998Weston Financial Vice President Senior Financial Counselorsince Sep 1993
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Shawn Devaney Boston, MA

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at UBS Financial Services Inc.
Title:
The Mohamed-Penta Wealth Management Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. - 55 William St, Wellesley, MA 02481Financial Advisorsince Mar 2007
Skills:
Strategic Financial Planning, Fixed Income, Wealth, Education Funding, Bloomberg, Options,...
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Matthew Moon Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Retail Salesperson • Retail Professional • Client Service Officer • Assistant Manager • Managers • Customer Service

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wellesley, MAFinancial Advisorsince Oct 2011Pure Hockey - Needham, MARetail Salesperson, Assistant ManagerJul 2006 - Oct 2011
Certifications:
Series 7, FINRA
Series 66, FINRA
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Robert Derrickson Boston, MA

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Instructor • Pedagogue • Area Manager • Investor • Analysts • Managers • Customer Service • Client Service Officer • Master of Business Administration • Master of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • SEO Specialist • Web Marketer • Information Technology Specialist • IT Specialist • Operations Manager • Chief Executive • Marketing Manager

Experience & Education

Position:
Mortgage Banker at Currently Seeking New Opportunities in Mortgage Banking, Instructor of Finance...
Title:
Currently Seeking New Opportunities in Mortgage Banking
Location:
Greater Boston Area
Industry:
Banking
Work history:
Currently Seeking New Opportunities in Mortgage Banking Mortgage Bankersince Jul 2013Southern NH University - Manchester, NHInstructor of Financesince Apr 2012
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Barry Kingston Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Marketing Manager • Management Analyst • Advisor • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor, First VP, CIMA at UBS Financial Services, Inc.
Title:
First VP, Financial Advisor, CIMA Certified Investment Management Analyst, UBS Financial Services
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Wellesley, MAFinancial Advisor, First VP, CIMAsince Jan 2012Morgan Stanley - Westborough, MAWealth Advisor, Branch Manager,First Vice PresidentApr 1984 - Jan 2012
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Bill Medeiros Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Business Systems Analyst • Software Engineer • IT Analyst • Software Developers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Business Systems Analyst at Sun Life Financial
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Sun Life Financial - Wellesley MABusiness Systems Analystsince Mar 2005New England Pension & Benefit - Danvers MARegistered RepresentativeJan 2001 - Sep 2004
Skills:
Insurance, Mutual Funds, Fixed Annuities, Risk Management, Life Insurance, Financial Services,...
Languages:
Portuguese
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Michael Miano Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Consumer Goods Professional • Commodities Clerk • Chief Administrative Officer • Chief Executive • Operations Manager • Bachelor of Science • Master of Science • Business Administrator • Office Clerk • Clerical Specialist • Human Resources Specialist • Recruitment • Student Worker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Merrill Lynch - Wellesley, MAFinancial Advisorsince Jan 2012Paychex - Greater Boston AreaSales ConsultantOct 2010 - Dec 2011
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Joe Fillo Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Controller • Consumer Goods Professional • Commodities Clerk • Counselor • Advisor

Experience & Education

Position:
Controller at Mahoney's Garden Centers
Location:
Greater Boston Area
Industry:
Consumer Goods
Work history:
Mahoney's Garden Centers - Winchester, MAControllersince Mar 2010The Fillo Consulting Group - Wellesley, MAConsultantFeb 2007 - Dec 2010
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