Top Investment Representatives in Greater New York City Area
Lauren (Claudia) Gouffault
Head of Customer Success
Greater New York City Area
Head of Customer Success
Director of Partnerships
SR Account Director
Senior Manager, Review Partnership
Sr. Partner Success Manager
Senior Account Manager
Director of Marketing
Financial Market Anaylst
Investment Representative
Boston College
Recommendations: 4
E-commerce
Online Advertising
Analytics
Web Analytics
SEO
Strategic Partnerships
Start-ups
SaaS
l****[email protected]
Steven Reisner
Business Development Specialist
Greater New York City Area
Business Development Specialist
Managing Director
Vice President, Associate Managing Director
VP/ Business Development Officer
Vice President/ Branch Manager
Owner
Business Development Officer
Investment Representative
Account Executive
Account Executive
Investment Specialist
Investment Rep
Pension Consultant
Long Island University, C.W. Post Campus
Recommendations: 3
Business Development
Commercial Banking
Banking
Business Networking
Sales Management
Commercial Lending
Selling
Problem Solving
s****[email protected]
Reshma Mahajan
Vice president, Business Analysis
Greater New York City Area
Vice president, Business Analysis
Account Manager, AVP
Sr. Product Manager, AVP
Business Analyst
Investment Representative
Financial Representative
State University of New York College at Buffalo
Recommendations: 2
Series 7
Series 63
Business Analysis
Product Management
Product Development
project management
Process Development
Sales Support
r****[email protected]
Dominick Merlucci
Vice President - 401(k) Wholesaler
Greater New York City Area
Vice President - 401(k) Wholesaler
Investment Representative
Financial Advisor
Investment Counselor
Sales Director\Head Project Manager
Regional Sales Rep
Salisbury University - Perdue School of Business
Recommendations: 1
Financial Planning
Presenter
Client Development
Direct Sales
Sales Process
Inside Sales
Financial Analysis
Sales Presentations
d****[email protected]
Valon Tahirukaj
VP, Branch Manager
Greater New York City Area
VP, Branch Manager
Consultant -Junior Manager Program/Eurasia
Assistant Vice President / Branch Manager
Assistant Vice President/Branch Manager
Assistant Vice President / Premier Client Manager
Investment Representative
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
Financial Analysis
Credit
Credit Analysis
Banking
Loans
Risk Management
Retail Banking
Cash Management
v*****@hotmail.com
Allison Burch
Divisional Manager of Controls
Greater New York City Area
Divisional Manager of Controls
Senior Relationship Manager
Relationship Manager
Investment Representative
Financial Representative
The College of New Jersey
Recommendations: 0
a****[email protected]
Frederick Gomez, CFP®
Financial Consultant
Greater New York City Area
Financial Consultant
Investment Representative
President
Financial Advisor
Team Leader
Senior Mortgage/ABS CDO Specialist
Associate Portfolio Manager
Intern
Rutgers, The State University of New Jersey-New Brunswick
Recommendations: 0
f****[email protected]
Marc Locker
Electronic Trading
Greater New York City Area
Electronic Trading
Vice President
District Manager
Relationship Manager / Investment Representative
Senior Principal Equity Trader
Junior Trader
Account Representative
Mortgage Specialist
State University of New York College at Oneonta
Recommendations: 0
m****[email protected]
Denis Sangulin
Corporate Controller
Greater New York City Area
Corporate Controller
Senior Associate Business Assurance
Director Of Internal Audit
Senior Accountant
Investment Representative
Senior Accountant
Director of Finance
Assistant Controller
Senior Accounting Manager
Accounting Manager
Senior Manager
LIU Post
Recommendations: 0
Revenue Recognition
Financial Analysis
Audit
Accounting
Forecasting
Financial Planning
Auditing
Analysis
d****[email protected]
Evan Charne
Internal Sales
Greater New York City Area
Internal Sales
Vice President UIT Trade Desk
Associate Trading Assistant
Trade Desk Analyst
OTC Trade Desk Analyst
Investment Representative
Order Room Analyst
Order Room Analyst
Customer Service Representative
The Ohio State University
Recommendations: 0
Equities
Fixed Income
Investments
Sales
Marketing
Directing
Assets Recovery
Fashion
e****[email protected]
Valerie Fitzpatrick
Investment Representative
Greater New York City Area
Investment Representative
Senior Associate
Associate
Summer Analyst
Duke University - The Fuqua School of Business
Coastal Carolina University
Recommendations: 0
v****[email protected]
Daniel J Bavuso III
Senior Vice President & Senior Portfolio Manager
Greater New York City Area
Senior Vice President & Senior Portfolio Manager
Senior Vice President - Senior Portfolio Manager
Financial Advisor
Investment Representative
Georgetown University
LaSalle College High School
Recommendations: 0
Series 7
Series 63
Equities
Municipal Bonds
Taxable Fixed Income Portfolios
Asset Allocation
Fixed Income
Investments
d****[email protected]
Thomas CFP®
Stock Broker
Greater New York City Area
Stock Broker
Financial Advisor
VP Financial Consultant
Financial Consultant
Manager
Investment Representative
Internship
University of Hartford
Recommendations: 0
t****[email protected]
Jason Kurz
Wealth Strategy Associate
Greater New York City Area
Wealth Strategy Associate
Financial Advisor
Investment Representative
Wake Forest University
Pingry
The Wardlaw-Hartridge School
Recommendations: 0
j****[email protected]
Barrett Keller
Regional Marketing Director
Greater New York City Area
Regional Marketing Director
Investment Representative
Associate Director
Gettysburg College
Salisbury School
Recommendations: 0
Series 7
b****[email protected]
Todd Corbett
Vice President
Greater New York City Area
Vice President
Regional Team Lead
SVP, Assistant Market Manager
VP Client Advisor
AVP Investment Representative
Marist College
Recommendations: 0
CRM
Banking
Investments
Series 63
Wealth Management
Series 7
Credit
Private Banking
t****[email protected]
Brandon Praznik
National Product Manager - Specialty Platform
Greater New York City Area
National Product Manager - Specialty Platform
Regional Vice President
Investment Representative
Financial Representative
Associate Financial Advisor
Ohio Wesleyan University
Recommendations: 0
Loans
Financial Analysis
Finance
Investments
Sales
Business Development
Series 7
Series 63
b****[email protected]
Beth Malloch
Financial Advisor
Greater New York City Area
Financial Advisor
Financial Advisor
Investment Representative
Financial Advisor
Recommendations: 0
Investments
Wealth Management
Finance
Financial Advisory
Alternative Investments
Mutual Funds
Asset Allocation
Portfolio Management
b****[email protected]
b****[email protected]
Robert Roberts
Managing Consultant
Greater New York City Area
Managing Consultant
Director of Zacks Managed Portfolios
Director of Zacks Turnkey Asset Management Program
Management Consultant
Senior Associate
Wealth Management / Financial Consultant
Wealth Manager / Financial Consultant
Regional Sales Consultant (Wholesaler)
Financial Consultant
Financial Consultant
Equity Trader
Senior Investment Representative
Stock Broker / Account Executive
The University of Chicago - Booth School of Business
Siena College
Recommendations: 0
Financial Analysis
Financial Modeling
Series 7
Portfolio Management
Investments
Management Consulting
Sales Management...
Strategic Consulting
r****[email protected]
M. Anthony Rivera
Co-Founder
Greater New York City Area
Co-Founder
Leasing Manager
Senior Vice President
Sales Associate
Vice President
Vice President - Financial Consultant
Investment Representative
Seton Hall University
Thomas Jefferson School of Law
Recommendations: 0
Investments
Real Estate Transactions
Sales
Real Estate
Finance
Real Estate Development
Asset Management
Brokerage
a****[email protected]
Bob Jarrett
Managing Partner
Greater New York City Area
Managing Partner
Investment Representative
General Manager Operations
Executive Director / General Manager
Transportation Manager
Veteran
Recommendations: 0
FMCSR
CSA 2010
DOT Compliance
Transportation Safety
Trucking
Drayage
Transloading
IFTA
b*****@rljarrett.com
Carol Elizabeth Skog
Author
Greater New York City Area
Author
Author
V.P. Investments - Financial Advisor
Investment specialist
Investment Representative
Assistant to Director
Pacific Lutheran University
Västkustens Ungdomsskola, Ljungskile Folkhögskola, Ljungskile Sweden
The King's College
Recommendations: 0
Microsoft Excel
Customer Service
Microsoft Office
PowerPoint
Microsoft Word
Finance
Creative Writing
Investments
n****[email protected]
s****[email protected]
Louis M. Obsuth
Financial Consultant
Greater New York City Area
Financial Consultant
Investment Representative
Financial Representative
Senior Account Executive
Finance Intern
Law Intern
Villanova University
Recommendations: 0
l****[email protected]
Ryan Wroblewski
Vice President of Investments
Greater New York City Area
Vice President of Investments
Investment Representative
Independent Trader
Independent Research
Stony Brook University
Recommendations: 0
Portfolio Management
Series 7
Series 63
Equity Trading
Technical Analysis
Risk Management
Equities
Trading
r****[email protected]
w****[email protected]
