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Personal Financial Planners in New York

Personal Financial Planners in New York, NY

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11 results found

David Fleischman New York, NY

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Business Consultant • Supporting Member • Advisor • Team Member • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Financial Manager • Operations Manager • Buyer • Buyer and Seller • Sales Representative • Service Operations Expert • Managers • Real Estate Investment Insider • Real Estate Sales Agent • Chief Executive • Department Supervisor • Category Analyst • Sales Management Analyst • Sales Engineering Specialist • Sales Engineer • School Administrator • Educational Manager

Experience & Education

Title:
Small Business Consultant/Independent Personal Financial Planner
Location:
Greater New York City Area
Industry:
Apparel & Fashion
Work history:
The Geenty Group Commercial Real Estate AssociateFeb 2009 - Jul 2012Fleischman's Clothing and Footwear Manager/BuyerMay 1983 - Nov 2007
Skills:
Negotiation, Retail, Real Estate, Leases, Merchandising, Purchasing, Buying, Budgeting, Market...
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Brandon Myrie New York, NY

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Support Specialist • National Accounts Manager • Client Service Officer • National Sales Assistant • Sales Representative • Training and Development • Security • Subject Matter Expert • Skilled Professional • Customer Service • Financial Manager • Trainer

Experience & Education

Title:
Corporate Trainer
Location:
Greater New York City Area
Industry:
Security and Investigations
Work history:
Tyco Integrated Security Customer Support SpecialistJan 2011 - Feb 2013JPMorgan Chase - New York, NYPersonal Financial PlannerJul 2007 - Jun 2008
Skills:
Microsoft Excel, Sales, Customer Service, Account Management, Microsoft Office, Customer...
Certifications:
Series 6, NASD
Series 63, NASD
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Jim Freisen New York, NY

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Partner • Treasurer • Chief Executive • Financial Manager • Financial Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Partner at Robert J. Oberst, Sr. & Associates
Title:
Partner, Robert J. Oberst, Sr. & Associates
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Robert J. Oberst, Sr. & Associates - 218 Broad Street, Red Bank, NJ 07701Partnersince Nov 2000Financial Planning Association of New Jersey Treasurer2009 - Dec 2012
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Sheila Hartwell New York, NY

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Vice President • Chief Executive • Advisor • Managers

Experience & Education

Title:
Fee-Only Personal Financial Planner
Location:
Greater New York City Area
Industry:
Financial Services
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Martha Pierce New York, NY

Professions & Specialties

Certified Financial Planner • Personal Financial Planner • Puchasing and Estimating Manager • Owner • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Owner at Martha B. Pierce
Title:
Owner, Martha B. Pierce CFP(R)
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
Martha B. Pierce OwnerThe Bank of New York Mellon Vice PresidentNov 2000 - Jun 2009
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Supriya Rawal New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Market Analyst • Advertising Professional • Market Research Analyst • Advertising Sales Agent • Analyst • Analysts • Buyer • Buyer and Seller • Sales Representative • Model • Manager • Operations Manager • Non-Profit • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Software Developers • IT Specialist

Experience & Education

Position:
Market Research & Insights Analyst at SunGard
Location:
Greater New York City Area
Industry:
Marketing and Advertising
Work history:
SunGard Market Research & Insights Analystsince Jan 2013SunGard Market Insights ManagerMar 2010 - Dec 2012
Skills:
Business Analysis, Business Strategy, Strategy, Product Management, Program Management, Market...
Developed a Personal Financial Planner application in Excel to..
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Louise Gilbert New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Wellness and Fitness • Travel Agent • Financial Manager • Researcher • Survey Researcher

Experience & Education

Position:
Financial Professional Associate at The Prudential Life Insurance Company of America
Location:
Greater New York City Area
Industry:
Financial Services
Work history:
The Prudential Life Insurance Company of America - White Plains, NYFinancial Professional Associatesince May 2010Weight Watchers Corporate Trainer1999 - Sep 2009
Personal Financial Planner at IDS/American Express
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John Pomponio New York, NY

Professions & Specialties

Financial Director • Chief Operating Officer • Chief Executive Officer • Owner • Financial Officer • Founder • Chief Administrative Officer • Financial Manager • General and Operations Manager • Director of Operations • Operations Manager • Corporate Executive • Chief Executive • Founding Member • Investor • Entertainment Professional • Entertainer • Human Resources Specialist • Recruitment • Real Estate Manager • Logistician • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Technology Start-up CFO/COO
Location:
Greater New York City Area
Industry:
Management Consulting
Work history:
Pomponio Consulting - NYCManaging Director/ Owner2008 - Apr 2012Gist Communications, Inc. - New York City - SohoChief Financial OfficerMay 1996 - Dec 2008
Personal Financial Planner at American Express Fin..
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Leslynn Jaeckel New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Client Manager • Client Service Officer • Market Analyst • Market Research Analyst • Research Analyst • Research Assistant • Researcher • Survey Researcher • Customer Service • Bachelor of Business Administration • Chief Executive • Financial Manager • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Client Service Coordinator at Millward Brown
Location:
Greater New York City Area
Industry:
Market Research
Work history:
Millward Brown Client Service Coordinatorsince Dec 2010Alternative Investment Group, LLC Investment Research Analyst2001 - 2009
Personal Financial Planner at IDS Financial Servic..
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Marcia Messado New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Volunteer • Advisor • Non-Profit • Advocate • Jurist • Legal Counsel • Paralegal • Litigation Support Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • IT Manager • Project Managers • Financial Manager

Experience & Education

Position:
Senior Care Consultant at Marcia Messado
Title:
Senior Care Consultant
Location:
Greater New York City Area
Industry:
Information Services
Work history:
Marcia Messado Senior Care Consultantsince Jul 2007IFSA/JPAC Volunteer, seniorcare advocate2009 - 2010
Personal Financial Planner at MONY Financial
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Louise Dire New York, NY

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Training and Coaching Professional • Professional Development Teacher • Travel Counselor • Travel Agent • Research Assistant • Researcher • Survey Researcher • Financial Manager

Experience & Education

Location:
Greater New York City Area
Industry:
Professional Training & Coaching
..Travel Consultant at Liberty Travel Personal Financial Planner at IDS/American Express..
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