Top Financial Service Representatives in Greater New York City Area
Siddhi Bandha
Quality Engineer
Greater New York City Area
Quality Engineer
Quality Engineer
Associate Manufacturing Engineer
Manufacturing Engineer
Process Improvement Specialist
Financial Service Representative II
New Jersey Institute of Technology
Project Management Institute
Recommendations: 5
Six Sigma
CAPA
Software Documentation
V&V
Cross-functional Team Leadership
Matlab
Validation
Microsoft Office
s****[email protected]
Zienisha Bailey-Grant
Sr. Client Specialist
Greater New York City Area
Sr. Client Specialist
Financial Service Representative
Sr. Analyst (Sourcing)
Senior PMO Finacial Analyst (Procurement IT)
Procurement Process Improvement Manager
Sr Procurement Analyst
Walden University
SUNY Old Westbury
Recommendations: 5
Accounts Payable
Oracle
Process Improvement
Invoicing
PMO
Management
Access
PeopleSoft
z****[email protected]
Syed Alam, MBA
Legal Intern / Compliance Consultant
Greater New York City Area
Legal Intern / Compliance Consultant
Marketing Operations Professional, IBM Women and Diversity Marketing
Director, Head of Finance & Operations
Edcurator (Researcher and Content Generator)
Licensed Banker
Financial Service Representative IV
Pace University School of Law
University of Georgia - Terry College of Business
The University of Georgia
Recommendations: 5
Strategy Development
Customer Service
Business Relationship Management
Creative Problem Solving
Change Leadership
Strategic Leadership
Market Research
Marketing Strategy
s****[email protected]
s****[email protected]
Ariel H Martinez
Order Control Desk
Greater New York City Area
Order Control Desk
Investment Counselor
Licensed Personal Banker II
Licensed Personal Banker
Financial Service Representative
Account Executive
Fordham University
Westchester Community College
Recommendations: 2
Investments
Portfolio Management
Mutual Funds
Retirement Planning
Financial Services
Banking
Insurance
Finance
a****[email protected]
a****[email protected]
Jeanne Macron
Triage Disaster Case Manager
Greater New York City Area
Triage Disaster Case Manager
Program Director
Financial Service Representative
Service Manager
Financial Center Manager
Financial Specialist/Banker
Registered Representative
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 2
Team Management
Program Management
Time Management
QuickBooks
Microsoft Office
Microsoft Word
Microsoft Excel
Financial Services
j****[email protected]
Jeffrey Kleinhaus, CPA
Assurance Senior Associate
Greater New York City Area
Assurance Senior Associate
Accountant
Bookkeeper
Client Financial Service Representative
Expense Intern
Corporate Sales Manager
Marketing and Sales Assistant
Summer Intern
Intern
BARUCH COLLEGE, Zicklin School of Business New
Brandeis University
Ramaz
Recommendations: 1
Excel
Accounting
Accounts Receivable
PowerPoint
Word
Microsoft Office
Bloomberg
Accounts Payable
j****[email protected]
Bonnie Santana
Credit & Collection Manager
Greater New York City Area
Credit & Collection Manager
Customer Financial Service Representative
Credit and Collections Analyst
Accounts Receivable and Collection Manager
Collection Manager
Credit and Collection Supervisor
Collection Representative
Customer care Rep.
Kennedy Western University
Harry S. Truman
Recommendations: 1
Accounting
Cash Flow
Auditing
Accounts Payable
Budgets
General Ledger
Internal Controls
Managerial Finance
p****[email protected]
Aarti Khosla
Financial Service Representative
Greater New York City Area
Financial Service Representative
President
Market Representative
Managing Partner
Owner / President
Volunteer
The University of Connecticut
Recommendations: 1
Financial Analysis
Insurance
Investments
Strategic Financial...
Financial Services
Mutual Funds
Risk Management
Wealth Management
a****[email protected]
Douglas James Alexander
Service Manager
Greater New York City Area
Service Manager
Independent Financial Adviser
Financial Service Representative
Assistant Office Manager
Sales manager
Monmouth University
Brookdale Community College
Freehold Twp High School
Recommendations: 1
d****[email protected]
Keith Stone
President and CEO
Greater New York City Area
President and CEO
Vice President
Financial Service Representative (FSR) - L0412249289[exp0513][ALL STATES]
VICE PRESIDENT and CHIEF FINANCIAL OFFICER
VICE PRESIDENT and FINANCIAL CONTROLLER Emerging Markets Finance, Operations
VICE PRESIDENT and BUSINESS UNIT CONTROLLER Emerging Markets
Brooklyn College
Recommendations: 0
Financial Analysis
Business Management
Troubleshooting
P&L responsibility
Technology Implementation
Banking
Financial Reporting
Loans
k****[email protected]
Alexis Farfaro
Financial Analyst
Greater New York City Area
Financial Analyst
Analyst
Graduate Intern
Financial Service Representative
Student Analyst - Greystone Equity Fund
Sales Associate
Teller
Peer Advisor
Marist College
Siena College
John Jay Senior High School
Recommendations: 0
Finance
Loans
Sales
Deposits
Microsoft Excel
Process Improvement
Argus Modeling
Bloomberg Terminal
a****[email protected]
Dayana Shea
Vice President, Credit Portfolio Manager
Greater New York City Area
Vice President, Credit Portfolio Manager
Assistant Vice President, Credit Analyst III
Administrative Assistant
Financial Service Representative
Berkeley College
Recommendations: 0
Credit
Credit Analysis
Banking
Loans
Retail Banking
d****[email protected]
Svetlana Shinkar
Financial Service Representative
Greater New York City Area
Financial Service Representative
Owner
Business Development Manager
Owner/CEO
Analyst/Senior Analyst
Belarussian State Economic University
Recommendations: 0
Microsoft Excel
VBA
Series 7
Series 6
Series 63
Insurance
Life Insurance
Variable Life
s****[email protected]
George Hayes, CPA (New York), CPA, CA
Real Estate Tax Manager
Greater New York City Area
Real Estate Tax Manager
Head Coach, SFU Taxation Team
Financial Service Representative
Assistant Manager, Guest Services
Community Volunteer Income Tax Program, Volunteer
CICA CPA Canada
University of Waterloo
CA School of Business (CASB)
Simon Fraser University
Recommendations: 0
g*****@sfu.ca
g****[email protected]
Andrew Bertorelli
Underwriting Associate, General Middle Market
Greater New York City Area
Underwriting Associate, General Middle Market
Office Operations Intern
Strategic Financial Planning Intern
Wealth Management Intern
Student Scheduler
Financial Service Representative
Temp. Associate: Consolidation
Hospitality Desk Representative
Sexton
Hofstra University
Killingly High School
Recommendations: 0
Microsoft Office
PowerPoint
Problem Solving
Microsoft Excel
Customer Service
Time Management
Financial Analysis
Excel
Jocelyn Andre
Financial Service Representative/ Investment Adviser Representative
Greater New York City Area
Financial Service Representative/ Investment Adviser Representative
Financial Services Representative/ Registered Representative/Investment Adviser Representative
Vice President
Recommendations: 0
Investments
Retirement
j****[email protected]
Ashley Barba
Women's Shoes Selling Manager
Greater New York City Area
Women's Shoes Selling Manager
Designer Handbags Sales Manager
Customer Experience Leader
Cash Office Supervisor
Professional Choreographer/ Instructor
Sales Clerk/
Financial Service Representative
University of California State Los Angeles
Recommendations: 0
Team Building
Sales
Customer Service
Microsoft Office
PowerPoint
Microsoft Word
Managerial Skills
Retail
l****[email protected]
a****[email protected]
Joe Strawitz
Business Development Representative
Greater New York City Area
Business Development Representative
Account Executive
Operations Analyst
Founder & CEO
Intern Financial Service Representative
Manager
Franklin & Marshall College
Wissahickon School District
Recommendations: 0
Social Media
Public Speaking
PowerPoint
Fundraising
Investments
Strategic Planning
Sales
SEO
Robyn K. Corsello, CFP
Wealth Advisor
Greater New York City Area
Wealth Advisor
President
Resident Manager, Registered Representative
Financial Consultant-Commercial & Professional Market
Vice President, Investment Professional
Financial Service Representative
Financial Services Representative
Resident Manager, Registered Representative
Yale University /coursera
Adelphi University
Long Island University
SUNY New York
Recommendations: 0
r****[email protected]
Michael Azzato
Financial Advisor
Greater New York City Area
Financial Advisor
Financial Service Representative
Felician College
Recommendations: 0
a****[email protected]
Angela Fonte
Financial Service Representative
Greater New York City Area
Financial Service Representative
Recommendations: 0
Banking
Credit
Customer Service
Financial Analysis
Investments
Leadership
Loans
Microsoft Office
a****[email protected]
Andrew Raszka
Senior Associate, Federal Tax
Greater New York City Area
Senior Associate, Federal Tax
Verification of Benefits Case Manager
Financial Service Representative
Office Manager
Long Island University, C.W. Post Campus
University at Albany, SUNY
Recommendations: 0
Conversational Spanish
Microsoft Excel
Time Management
Customer Service
Training
Accounts Receivable
Management
Process Improvement
a****[email protected]
Amaury Guzman
Technology Consultant
Greater New York City Area
Technology Consultant
Teachers Assistant
Technology Assistant
RNOC Analyst
Chef
Customer Financial Service Representative
Syracuse University
Recommendations: 0
Microsoft Office
Windows
Customer Service
Research
Photoshop
Public Speaking
Project Engineering
Matlab
a****[email protected]
John McGinniss
Team Financial Advisor
Greater New York City Area
Team Financial Advisor
Financial Service Representative
Independent Energy Floor Trader | New York Mercantile Exchange NYMEX|
Fairleigh Dickinson University-College at Florham
JP Stevens
Recommendations: 0
Term Life Insurance
Residential Mortgages
Fixed Annuities
Trading
Financial Markets
Trading Systems
Investments
Derivatives
i****[email protected]
Meaghan Evans, CPA
Senior Accountant
Greater New York City Area
Senior Accountant
Staff Accountant
Financial Service Representative
State University of New York at New Paltz
Recommendations: 0
Accounting
Auditing
m****[email protected]
Donald Travis, PMP
Consultant - Senior Project Manager
Greater New York City Area
Consultant - Senior Project Manager
Project Manager
Project Manager
Project Manager
Project Manager
Manager, Project Management
Project Manager/Consultant
Financial Service Representative
Manager, IT Project Management
Project Manager
Manager, Application Development
Project Leader
IT Project Leader
Manager
Charter Oak State College
Recommendations: 0
Business Analysis
PMP
Coaching and Mentoring
Project Management
IT Management
Process Improvement
Data Warehousing
Software Development
t****[email protected]
Bill Brancaccio
Financial Service Representative
Greater New York City Area
Financial Service Representative
Intern
Life Guard Captain at Calf Pasture Beach
Hofstra University
Hofstra University, Zarb School of Business 2007-2011
Recommendations: 0
b****[email protected]
Frank Loconte
Senior Product Specialist
Greater New York City Area
Senior Product Specialist
Assistant Vice President - Corporate Retirement Sales
Internal Wholesaler
Manager- Investment Product Sales
Associate
Retirement Education Specialist
Financial Service Representative
Associate Broker
Monmouth University
Recommendations: 0
Series 7
Series 63
series 66
Financial Markets
Strategic Financial Planning
Financial Analysis
Mutual Funds
ETFs
f****[email protected]
Nirvani Sewnanon
Financial Service Representative
Greater New York City Area
Financial Service Representative
Relationship Manager
Senior Personal Banker/ Supervisor
Assistant Branch Manager
Suny Queens E.O.C.
St. Roses
Recommendations: 0
Finance, Accounting,...
Retail Banking
Cash Handling
Microsoft Excel
Microsoft Office
Microsoft Word
managing
Job Coaching
n****[email protected]
Lisa Caspare
Vice President Investments, Private Client Advisor
Greater New York City Area
Vice President Investments, Private Client Advisor
Financial Consultant
Financial Service Representative
St. John's University
Benjamin N. Cardozo High School
Recommendations: 0
e****[email protected]
Stephanie Stucchio
Student Teacher
Greater New York City Area
Student Teacher
Sensory Gym Coordinator
Claims investigator
Account Executive
Office Manager
Financial Service Representative
Merchantainer
Dowling College
SUNY - Empire State College
LIU Post
Recommendations: 0
Customer Service
Sales
Account Management
New Business Development
Customer Satisfaction
Marketing
Microsoft Word
Microsoft Office
s****[email protected]
Deena Wilson
Senior Financial Service Representative
Greater New York City Area
Senior Financial Service Representative
Nyack College
Hampton University
Recommendations: 0
d****[email protected]
a****[email protected]
Kimothy Fong
Financial Service Representative II
Greater New York City Area
Financial Service Representative II
Penn State University
Penn State University
Recommendations: 0
Retail Banking
Credit
Banking
Loans
Mortgage Lending
Consumer Lending
Commercial Banking
Credit Analysis
k****[email protected]
