Top Financial Services Representatives in Greater New York City Area

Joel Freiser

Part-time Lecturer

Greater New York City Area

Part-time Lecturer

Director, New Jersey Office

Adjunct Professor

Vice President

Board President and Chair

Principal

Co-chair, Mayor Ras J. Baraka Transition Team Department Operations Committee

Municipal Department Head-Urban Enterprise Zone and Redevelopment

Director, Newark Office of the Urban Enterprise Zone

Deputy Executive Director and Acting Executive Director

Director, Economic Development Projects

Chair, Zoning Board of Adjustment

Financial Services Representative

Director, Department of Planning & Economic Development

President

Community Planning and Development Representative

Deputy Executive Direcor and Director of the Muncipal Operations Program

Peace Corps Volunteer

Rutgers, The State University of New Jersey-Newark

Harvard University Kennedy School of Government

Hofstra University

Recommendations: 12

Non-profits

Government Relations

Community Outreach

Government

Economic Development

Management Systems and Techniqueses

Lobbying

Grants

Amo Aamir Musharraf

Inspired by Champions

Greater New York City Area

Inspired by Champions

Media Director

Account Manager, Commercial Services

Retail Sales Manager

Financial Services Representative

Illinois Wesleyan University

Augustana College

Notre Dame International School - Rome, Italy.

Islamabad Model School for Boys F-7/3

Recommendations: 10

Advertising

Marketing

Public Relations

Publishing

Sales Management

Creative Direction

Strategic Planning

Public Speaking

Keith Furst, MBA

Principal | Financial Crimes Technology Consultant | Actimize Specialist

Greater New York City Area

Principal | Financial Crimes Technology Consultant | Actimize Specialist

AML Analytics Business Analyst

Credit Risk Business Analyst / Project Manager

Business Analyst / Project Manager

Senior Associate

Financial Services Representative

Financial Advisor

BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS

Queens College

Archbishop Molloy High School

Recommendations: 9

Actimize Implementation

Oracle SQL

SQL Server

SQL

Business Analysis

Databases

Data Warehousing

Data Analysis

Charles Cascio

Senior Associate, Hiring

Greater New York City Area

Senior Associate, Hiring

Recruiting Manager

New Business Development

Operations Manager

Financial Services Representative

Liberty University

Recommendations: 7

Public Speaking

Technical Recruiting

Management

Sales

Recruiting

Temporary Placement

Talent Acquisition

Leadership

Joe Centofanti

Client Executive

Greater New York City Area

Client Executive

Vice President, Strategic Relationship Management

Relationship Manager, Large Market

Client Relationship Director, National Accounts

Client Relationship Manager

Relationship Manager, Retirement Solutions

Senior Account Executive, Retirement Investment Services

Client Relationship Manager

Financial Services Representative

Client Integration Consultant

Account Administration Supervisor

401(k) Client Service Consultant

Pace University-Pleasantville/Briarcliff Campus

Recommendations: 6

Customer Relations

Series 7

Series 63

FINRA

Pensions

FINRA Series 6

Plan Design

401k

Ina Shtëmbari

Human Capital Senior Consultant

Greater New York City Area

Human Capital Senior Consultant

Business Transformation Consultant (People and Talent)

HR Change and Project Management

HR Consultant, HR Leadership Development Program

HR Coordinator

Teaching Assistant

HR Intern

Career Services Intern

Financial Services Representative

University of Hartford

The University of Connecticut

Recommendations: 6

Talent Management

Employee Engagement

Performance Management

Organizational Effectiveness

Employee Relations

Recruiting

Organizational Development

Leadership Development

Frank Farruggio, CPF

Senior Accountant

Greater New York City Area

Senior Accountant

Director of Demand Planning and Inventory Control

Project Manager

Senior Manager Brand Operations

Financial Services Representative

EDI Sales and Demand Planning Manager

Controller

Assistant Controller

Staff Accountant

City University of New York-Brooklyn College

Recommendations: 5

Access

Excel

JD Edwards

Great Plains

Forecasting

SAP

APO

Supply Chain Management

Stephanie Ethe, CLTC

Financial Services Representative

Greater New York City Area

Financial Services Representative

Agent

Owner

Long Term Care Insurance Specialist

Exercise Physiologist

LIU Post

New York University

State University of New York College at Buffalo

Recommendations: 5

Long-term Care

Fixed Annuities

Life Insurance

Insurance

Long Term Care Insurance

Retirement

Term Life Insurance

Medicare

Janet Blair

Compliance Analyst

Greater New York City Area

Compliance Analyst

Marketing Professional

Director, Marketing Management

Manager, Marketing Project Management

Senior Marketing Management Specialist/Project Manager

Manager, Customer Service

Senior Resolution Analyst

Financial Services Representative

Credit Representative

Southern Connecticut State University

Bunnell High School

Recommendations: 5

Problem Solving

Marketing Management

Process Improvement

Insurance

Customer Relations

Operations Management

Cross-functional Team Leadership

Team Building

James Novoseletsky

Business Analyst |Financial Advisory Service Analyst

Greater New York City Area

Business Analyst |Financial Advisory Service Analyst

Business Analyst |Quality Assurance Engineer

Operations Specialist

Financial Services Representative

Trident University International

Recommendations: 4

Finance

Equities

Banking

Investments

Accounting

Risk Management

Financial Services

Trading

Avinash Lingwal

Corporate Associate Analyst

Greater New York City Area

Corporate Associate Analyst

Financial Services Representative

Client Service Representative

Investment Banking Analyst

Investment Bank- Summer Intern Analyst

Pace University

Liberty High School, Bethlehem, PA

Columbia Convent

Recommendations: 3

Corporate Finance

Capital Markets

Financial Analysis

Alternative Investments

Private Equity

Mergers

Acquisition Integration

Powepoint

Frank Lecardo

Data Integration Specialist

Greater New York City Area

Data Integration Specialist

U.S. Coast Guard Licensed Captain

Compliance Consultant

Client Service Coordinator

Financial Services Representative

Investment Counselor

Financial Services Associate

Sacred Heart University

Recommendations: 3

Training

Customer Service

Financial Services

Yacht Charters

Management

Charter

Account Reconciliation

Customer Relations

Jay Biss

Small Business Banker

Greater New York City Area

Small Business Banker

Financial Services Representative

COO

Personal Banker and PB II

Graphic Design Specialist (Temporary)

Account Manager

Owner

Production Specialist

Marketing Director/General Manager

University of Baltimore

Ner Israel Rabbinical College

Providence College

Recommendations: 3

Print Production

Web Design

Account Management

Production

Graphic Design

Production Design

Sales Process

Strategic Consulting

Jonathan Roque

Financial Services Representative

Greater New York City Area

Financial Services Representative

LaFe Field Administrative Assistant

Worship Director

Youth Director

Administrative Assistant (Part-Time)

Global Music Intern

Publicity Intern for Verity Gospel Music Group

Orientation Coordinator

Administrative Assistant

Fordham University

City Seminary of New York

Fiorello H. LaGuardia High School of Music & Art and Performing Arts

Recommendations: 3

Bill Massa MBA CLU CIC

Licensed Property & Casualty Instructor

Greater New York City Area

Licensed Property & Casualty Instructor

Managing Director

Field Marketing Specialist

Account Representative

Director

Property & Casualty Instructor

Insurance Broker/Consultant

Managing Partner

Financial Services Representative

Financial Analyst

Seton Hall University

Fairleigh Dickinson University-Florham Campus

Livingston High School

Paradisus Dei TMIY

Society of CIC

The American College

Recommendations: 3

Risk Management

Insurance

Strategic Planning

Team Building

Process Improvement

New Business Development

Sales Process

Customer Service

w****[email protected]

Patrick Saavedra

Owner

Greater New York City Area

Owner

President

Branch & Sales Manager

Insurance Agent

Financial Services Representative

Montclair State University

La Salle Quito Ecuador

Recommendations: 2

Investment Properties

Short Sales

Residential

Mortgage

Real Estate

FHA

Mortgage Lending

Nicholas Auriemma Jr

Financial Services Representative

Greater New York City Area

Financial Services Representative

Financial Representative

Field Director

Saint Michael's College

Fairfield High School

Recommendations: 2

Retirement Planning

Finance

Life Insurance

Disability Insurance

Creative Direction

Series 63

Financial Analysis

Asset Allocation

Neil Caesar

Licensed Real Estate Salesperson

Greater New York City Area

Licensed Real Estate Salesperson

Vice President

Vice President of Communications

Scholarships & Awards Gala Director

Vice President, Communications

Assistant Vice President/Credit Analyst

Associate

Financial Analyst

Financial Services Representative

Sr. Claims Representative

The University of Texas at Austin

Temple University - Fox School of Business and Management

Recommendations: 2

Sandeep Sankarankutty

Structured Finance Trust Associate

Greater New York City Area

Structured Finance Trust Associate

Finance Manager

Delta One Trading - Associate

Financial Services Representative

General Manager

Associate - Business Development

Director Of Operations

Director of Product and Operations

Sr. Venture Build Architect

Wagner College

New York University

Recommendations: 2

Product Development

Entrepreneurship

Product Management

Analytics

Project Management

E-commerce

E-commerce Optimization

E-commerce Consulting

Sue Maher

Senior Project Manager

Greater New York City Area

Senior Project Manager

Relationship Manager

Senior Product Manager

Branch Manager

Executive Director

Senior Manager Product Management

Senior Financial Services Representative

Director Product Management

University of California, Davis

Recommendations: 2

Product Management

Series 7

Series 63

Financial Services

Management

Mutual Funds

Finance

Analytics

Indy Samra

Financial Advisor

Greater New York City Area

Financial Advisor

Private Client Banker

Financial Advisor

Branch Manager

Financial Services Representative

Recruiter

University of Liverpool

California State University-Sacramento

George Stephenson Sixth Form College

Recommendations: 2

Banking

Investments

Leadership

Management

Portfolio Management

Process Improvement

CRM

Sales

Bijan Yazdi

Financial Services Representative

Greater New York City Area

Financial Services Representative

Financial Professional Associate (Career Development Program)

Broker - International Trade - Global Trade Finance

Sales- Global Trade Finance Support & Commercial

Sr. Analyst - International Business Development

Relationship Manager - Global Trade Finance- Project Fin. / Structured Trade Finance / Trade Finance

Consultant

Corporate Financial Analysis; Commercial Banking Sector Control - Financial Analyst - AT

Management Trainee

Accountant / Office Manager

Data Analyst/Reconciliation Technician

Fairleigh Dickinson University

William Paterson University of New Jersey

Worcester Academy

Recommendations: 2

Financial Analysis

Financial Reporting

Business Relationship Management

Banking Relationships

Budget Process

Financial Forecasting

Trade Finance

Structured Trade

Richard Serra

Financial Services Representative at MetLife

Greater New York City Area

Financial Services Representative at MetLife

District Manager Emerging Leader

Store Manager

Store Manager Toys R US / Babies R US

Market Manager

Insurance Broker

Group Manager

Suffolk County Community College

Recommendations: 2

Loss Prevention

Retail

Merchandising

Store Operations

Store Management

New Store Openings

Big Box

Driving Results

Yury Kabakov

Financial Services Representative

Greater New York City Area

Financial Services Representative

Relationship Banker/Small Business Specialist

CUNY York College

Recommendations: 1

Cross Selling

Sales Operations

Banking Relationships

Small Business

Banking

Sales

Small Business Lending

Branch Banking

y****[email protected]

Frank Vetri

Renewable & Energy Solutions Specialist

Greater New York City Area

Renewable & Energy Solutions Specialist

Business & Financial Analyst

Financial Performance & Benchmarking Analyst

Junior Financial Analyst / Loss Sensitive Analyst

Research Analyst

Financial Services Representative

Rutgers, The State University of New Jersey-New Brunswick

Recommendations: 1

Financial Analysis

Economics

Microsoft Excel

Finance

Insurance

Budgets

Pricing

Leadership

Carolyn (Thompson) Boccaccio, CIMA®

Vice President, Senior Advisor Consultant

Greater New York City Area

Vice President, Senior Advisor Consultant

Regional Advisor Consultant

Financial Services Representative

Regional Vice President

Regional Marketing Director

Regional Vice President

Internal Wholesaler

Rutgers University-New Brunswick

Recommendations: 1

Mutual Funds

Fixed Income

Retirement Planning

Investments

Asset Allocation

Securities

Marketing

Alternative Investments

John Stylianou

Manager - Business Development

Greater New York City Area

Manager - Business Development

Vice President - Sales

Financial Services Representative

City University of New York City College

Higher Technical Institute

Recommendations: 1

Loans

Banking

Small Business Lending

Commercial Banking

Credit

Consumer Lending

Retail Banking

Mortgage Lending

Neha Agarwal

Financial Services Representative

Greater New York City Area

Financial Services Representative

Bryn Mawr College

Recommendations: 1

Bloomberg

Bloomberg Terminal

Accounting

Financial Analysis

Valuation

Data Analysis

SPSS

Private Equity

Mike Steinicke

Financial Services Representative II

Greater New York City Area

Financial Services Representative II

Licensed Real Estate Salesperson

G.A./Producer

Agent

Special Project Coordinator/Agent

Agent

Ramapo College of New Jersey

Recommendations: 1

Employee Benefits

Insurance

Health Insurance

Disability Insurance

Health

Benefits

Policy

Accident

Dorothea Geraci

Trader

Greater New York City Area

Trader

Registered Trade Support Agent

Financial Services Representative

Registered Client Service Associate

Prop Equities/Forex Trader

Senior Account Executive

College of Staten Island

Recommendations: 0

Trading

Proprietary Trading

Options

Technical Analysis

Equities

Financial Markets

Trading Strategies

Trading Systems

Adam Russo

Account Manager

Greater New York City Area

Account Manager

Technical Recruiter

Financial Advisor, Financial Services Representative

LIU Post

Recommendations: 0

Technical Recruiting

Internet Recruiting

Staff Augmentation

Staffing Services

Recruiting

Temporary Placement

Fixed Income

Benefits Negotiation

John Rappoccio

Operations Manager

Greater New York City Area

Operations Manager

President

Lead Surveyor

Account Manager

Financial Services Representative

University of Delaware

Recommendations: 0

Sales

New Business Development

Account Management

Negotiation

Forecasting

Contract Negotiation

Budgets

Cold Calling

Katelyn D'Arrigo

Market Surveillance Associate

Greater New York City Area

Market Surveillance Associate

Compliance Analyst

Financial Services Representative

Financial Planning Associate

Financial Services Associate

Human Resources Associate

Office Manager

Pace University - Lubin School of Business

Irvington High School

Recommendations: 0

Outlook

Analysis

Highly detail oriented

Research

Customer Service

Creativity

Program Management

Alternative Investments

Colleen Caraher

Financial Services Representative

Greater New York City Area

Financial Services Representative

Customer Service Representative

Head lifeguard

SUNY Polytechnic Institute

Fabius Pompey

Recommendations: 0

Jim Franks

Workplace Sales Director

Greater New York City Area

Workplace Sales Director

Financial Services Representative / Financial Advisor

Assistant Regional Managing Director

Long Island University, C.W. Post Campus

Recommendations: 0

Employee Benefits

Management

Risk Management

Sales

Public Speaking

Series 7

Finance

Networking

Parker Umsted

Advisory Senior Associate - Credit Risk/Securitization

Greater New York City Area

Advisory Senior Associate - Credit Risk/Securitization

Advisory Associate - Credit Risk/Securitization

Commercial Banking Associate - Commercial Real Estate

Financial Services Representative

Penn State University

Friends' Central School

Recommendations: 0

Credit

Analysis

Financial Analysis

Business Analysis

Credit Risk

Financial Statements

Commercial Banking

Commercial Real Estate

Ryan Pritchard

Vice President, Snr. Recruitment Manager, US Regulatory Recruitment

Greater New York City Area

Vice President, Snr. Recruitment Manager, US Regulatory Recruitment

Vice President, Senior Recruitment Manager US Retail Distribution and Direct Channels

Vice President, Retail Market Manager

Vice President, Store Manager

Financial Services Representative

Temple University - Fox School of Business and Management

Recommendations: 0

Recruiting

Banking

Financial Services

Retail

Finance

Commercial Banking

Loans

Commercial Lending

Owen Biglin

Vice President, Corporate FX Product Sales

Greater New York City Area

Vice President, Corporate FX Product Sales

Senior Corporate Sales

Corporate Sales

Bloomberg Sales

Foreign Exchange Analyst

Analyst

Project Manager

Trader Intern

Financial Services Representative

Miami University

Universidad Complutense de Madrid

J.K. Mullen High School

Recommendations: 0

Financial Markets

Risk Management

Foreign Exchange Risk Management

Hedge Accounting

Bloomberg Terminal

Foreign Exchange

Interest Rate Derivatives

FX Derivatives

o****[email protected]

Liam Gilroy

President

Greater New York City Area

President

Sales Manager/ Brokerage Director

Financial Services Representative

Financial Representative

West Virginia University

Msgr Farrell High School

Recommendations: 0

Retirement Planning

Insurance

Life Insurance

Retirement

Financial Services

Employee Benefits

Fixed Annuities

Disability Insurance

l****[email protected]

John Faviano

Company Name Anheuser-Busch

Greater New York City Area

Company Name Anheuser-Busch

Senior Business Consultant

Company Name MRM // McCann

Financial Services Representative

Manhattan College

Recommendations: 0

Direct Marketing

Digital Marketing

Interactive Marketing

Integrated Marketing

CRM

Digital Strategy

Online Advertising

Strategy

Raymond Quiles

Financial Services Representative, Investment Advisor Representative

Greater New York City Area

Financial Services Representative, Investment Advisor Representative

Financial Services Representative

Recommendations: 0

Fixed Annuities

Life Insurance

Property & Casualty Insurance

Disability Insurance

Term Life Insurance

Variable Annuities

Series 6

Series 63

Kristen Terry%2C CAMS

SAR/FIU Manager of BSA/Compliance

Greater New York City Area

SAR/FIU Manager of BSA/Compliance

Manager, CDD/CIP/OFAC

Bank Secrecy Act/Anti-Money Laundering Analyst

Bank Secrecy and Security Specialist

Financial Services Representative

St. Joseph's College

Recommendations: 0

Bank Secrecy Act

Due Diligence

Loans

Financial Services

Anti Money Laundering

Analysis

AML

Portfolio Management

Belinda Paladino

Sales & Business Development Representative

Greater New York City Area

Sales & Business Development Representative

Financial Services Representative

Account Manager

Sales Representative

Member Services & Business Development Co-ordinator

University of South Australia

Le Cordon Bleu Australia-Adelaide

St Dominic's Priory College

Recommendations: 0

Sales Operations

Sales

Marketing Communications

Event Planning

Event Management

Budgets

Operating Budgets

Customer Service

Michael Carbino, CFP®, ChFC

Financial Planner, Financial Services Representative

Greater New York City Area

Financial Planner, Financial Services Representative

Financial Advisor

The University of Connecticut

American College

Recommendations: 0

Dennis Klees

National Sales Director, Workplace Solutions

Greater New York City Area

National Sales Director, Workplace Solutions

Vice President, Financial Consultant

Field Vice President, Designated Brokerage

Senior Financial Consultant

Financial Consultant

Financial Services Representative

Recommendations: 0

Sales

Management

Leadership

Microsoft Office

Microsoft Excel

Microsoft Word

PowerPoint

Caron Washington

Manager, Entrepreneurship and Development

Greater New York City Area

Manager, Entrepreneurship and Development

Senior Financial Services Representative

President

Personal Banker

Customer Service Manager

Queens College

East Carolina University

Recommendations: 0

Exceptional Communication and Presentation Skills

Multi Tasking

Stakeholder Management

Stakeholder Engagement

People Development

Leadership Development

Youth Mentoring

Youth Development

Gary Slavin

Investment Advisor Representative, Financial Services Representative

Greater New York City Area

Investment Advisor Representative, Financial Services Representative

Marist College

Recommendations: 0

Life Insurance

Disability Insurance

Health Insurance

Long Term Care Insurance

Financial Advisory

Mutual Funds

IRAs

Estate Planning

Maureen Brady

Associate

Greater New York City Area

Associate

Business Analyst- Reporting Group/Email Surveillance

Broker Dealer Intern

Financial Services Representative Intern

Hostess

University of Richmond

Recommendations: 0

Microsoft Office

Social Media

Microsoft Excel

Public Speaking

Editing

PowerPoint

Research

Data Analysis

Kibria Choudhury

Senior Financial Services Representative

Greater New York City Area

Senior Financial Services Representative

Financial Services Representative

Senior Customer Service Representative

Customer Service Representative

Manager

Office Assistant

Recommendations: 0

Financial Services

Banking

Sales

Finance

Consumer Lending

Residential Mortgages

Customer Service

Customer Satisfaction

Francis Florio

Relationship Manager

Greater New York City Area

Relationship Manager

Financial Services Representative, Financial Advisor

Owner

Information Technology & Data Management Supervisor

Marketing and Promotions Intern

Amherst College

Poly Prep

NYU in Florence

Recommendations: 0

Theresa Arceo

Registered Broker

Greater New York City Area

Registered Broker

Financial Services Representative

Agency Sales Director

Director, LTC Administration & Implementation

Director, Customer Relationship Management

Project Manager, Telemarketing/Teleservicing

Branch Manager, Queens Region

Account Representative

Ateneo de Manila University

College of the Holy Spirit

Fordham University

Recommendations: 0

Michael Berlant

CEO

Greater New York City Area

CEO

Founding Father

Financial Services Representative

Financial Advisor

Quinnipiac University - School of Business

Recommendations: 0

New Business Development

Business Planning

Entrepreneurship

Technology

Microsoft Office

Microsoft Excel

Microsoft Word

PowerPoint

Raulyn Wagner

Commercial Loan Specialist II

Greater New York City Area

Commercial Loan Specialist II

Financial Services Representative

Customer Service Representative II

Teller

Commercial Credit Analyst

Healthcare Business Development Associate

Commercial Credit Analyst III

William Paterson University of New Jersey

Recommendations: 0

Loans

Cross Selling

Sales Management

Relationship Management

Banking

Customer Service

Time Management

Human Resources

Emil DiPentima

US MBS and Structure Products Solution Analyst

Greater New York City Area

US MBS and Structure Products Solution Analyst

Implementation Specialist / Business Analyst

Client Support Analyst

Financial Services Representative

Intern

University of Pennsylvania

Recommendations: 0

Fixed Income

Derivatives

Risk Management

Trading

Securities

Business Analysis

Corporate Finance

Financial Services

Tiffani L. Childs, CFP®

Manager Franchise Recruiting & Engagement

Greater New York City Area

Manager Franchise Recruiting & Engagement

Financial Advisor

Financial Services Representative

Senior Sales Training Specialist

Senior Field Training Leader

Regional Sales Manager

Financial Advice Sales Consultant

Paraplanner for Ameriprise Advisor

Minnesota State University, Mankato

Maple Grove Senior High

Recommendations: 0

Strategic Financial Planning

Financial Planning

Retirement Planning

Series 7

Investments

Financial Advisory

Coaching

Insurance

Marzena Szpilakowska

Revenue Management Analyst

Greater New York City Area

Revenue Management Analyst

Financial Services Representative

Kean University

University of Wroclaw

Recommendations: 0

Preetham Dhivakarababu

Financial Services Representative

Greater New York City Area

Financial Services Representative

Hofstra University

Recommendations: 0

Jennifer Tully

Inside Sales Specialist II

Greater New York City Area

Inside Sales Specialist II

Financial Services Representative

Studio Associate / Temp Studio Manager

Sr. Assistant Manager

Radio Show Host/ Business Manager / Admin Assistant

Sales Associate

Telecommunications

Montclair State University

Freehold Township High School

Recommendations: 0

Sales

Management

Customer Service

Microsoft Office

Social Networking

Banking

Loans

Social Media

Alexis Claudio

Financial Services Representative

Greater New York City Area

Financial Services Representative

Fulfillment Processor

Mortgage Closing Coordinator

Marist College

Recommendations: 0

Shefali Ajmera

Financial Services Representative, Investment Advisor Representative

Greater New York City Area

Financial Services Representative, Investment Advisor Representative

International Institute of Professional Studies, DAVV, Indore, India

Recommendations: 0

Artist - Specializing in 3 dimensional artwork

Life Insurance

Fixed Annuities

Variable Annuities

Tax Sheltered Annuities, 403(b) Plans

Disability Insurance

Long Term Care Insurance

Charitable Giving Strategies

Alba Vargas

Accounting Assistant

Greater New York City Area

Accounting Assistant

Accounting Intern

Tax Preparer

Cast Member

Library Assistant

Financial Services Representative Intern

City University of New York-Brooklyn College

Siena College

Recommendations: 0

fluent in Spanish and...

Proficiency with...

Bloomberg Certified

Problem Solving

Financial Analysis

Interpersonal Skill

Accounting

Customer Service

Joshua Fermin

Software Developer

Greater New York City Area

Software Developer

Web Developer

Financial Services Representative (FSR)

LaGuardia Community College

Recommendations: 0

Donald Boyce

Financial Services Representative

Greater New York City Area

Financial Services Representative

New York Law School

New York University

Recommendations: 0

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

Patty Gentile

Mortgage Loan Originator

Greater New York City Area

Mortgage Loan Originator

Financial Services Representative/ Collections (Temp)

student

Designer/Assistant Merchandiser

Centenary College

Fashion Institute of Technology, State University of New York

Recommendations: 0

Microsoft Office

Time Management

Loans

Quickbooks

Customer Service

PowerPoint

Microsoft Excel

Microsoft Word

Samuel Cherilus

Acquisitions Specialist

Greater New York City Area

Acquisitions Specialist

Managing Member

Financial Services Representative

Senior Mortgage Loan Officer

Financial Rep

Assistant Football Coach

Deductions Reconciliation Analyst

Tax Preparer

Temp

FX Intern

Hofstra University

Recommendations: 0

Financial Modeling

Finance

Insurance

Series 63

Microsoft Office

Microsoft Word

VBA

Investments

Melissa Mahon

Field Representative

Greater New York City Area

Field Representative

Market Manager

Assistant Market Manager

Financial Services Representative

Administrative Assistant

Bank Teller

Rider University

Sussex County Community College

Recommendations: 0

Microsoft Excel

PowerPoint

Outlook

Business Strategy

Sales

Inventory Management

Social Networking

Teamwork

Roger Turley

Corporate Banking & Securities

Greater New York City Area

Corporate Banking & Securities

Regional Sales Associate

Senior Regional Sales Associate

Financial Services Representative

Intern

MD&D Global Supply Chain Intern

Rowan University

Recommendations: 0

Connor Chao

Director of Development

Greater New York City Area

Director of Development

Financial Services Representative

Towson University

Recommendations: 0

Sports Marketing

Sports Management

Sports

Communication

Microsoft Word

Microsoft Excel

Microsoft Office

Sports Coaching

Thomas CEPA

Wealth Advisor

Greater New York City Area

Wealth Advisor

Financial Services Representative

Financial Advisor

Analyst

Bucknell University

Recommendations: 0

Melissa Ciotoli, CFP®

Financial Planner; Financial Services Representative

Greater New York City Area

Financial Planner; Financial Services Representative

The Wharton School, University of Pennsylvania

Recommendations: 0

Richard Janson

Financial Services Representative

Greater New York City Area

Financial Services Representative

Sr. V.P.

University of Miami

Recommendations: 0

Janine Evans

Tax Auditor

Greater New York City Area

Tax Auditor

Financial Services Representative

Personal Banker

Graduate May 2010

Customer Service Representative and Teller

Audit Intern

Brooklyn College, City University of New

University of West Indies

Recommendations: 0

Accounting

Jenny Ernst

Manager, Digital Business Development

Greater New York City Area

Manager, Digital Business Development

Associate Marketing Manager- PEOPLE Magazine

Marketing Associate, Loyalty Campaign-Based Marketing

Customer Financial Services Representative

Account Management Intern

Clemson University

Bond University

Recommendations: 0

Marketing

Marketing Communications

Email Marketing

Marketing Strategy

Hospitality

Promotional

Direct Marketing

Direct Mail Pieces

George O'Rourke

Director of Sales

Greater New York City Area

Director of Sales

District Sales Manager

Regional Sales Manager

Sales Consultant

Financial Services Representative

Sales Representative

Rowan University

School of Hard Knocks

Recommendations: 0

Benefits Administration

Training

Employee Benefits

Recruiting

Leadership

Sales

Outsourcing

Management

Brittney Secreto

Sr. Financial Services Representative

Greater New York City Area

Sr. Financial Services Representative

Office Admin

State University of New York College at Oneonta

Recommendations: 0

Portfolio Management

Retirement Planning

Investments

Mutual Funds

Fixed/Variable Annuities

Asset Allocation

Retirement

Life Insurance

Anya Tyutyunik

Financial Services Representative, Financial Advisor, Financial Planner

Greater New York City Area

Financial Services Representative, Financial Advisor, Financial Planner

Practice Manager

Financial Solutions Advisor

Registered Representative

Manhattanville College

Lakeland High School

Recommendations: 0

Retirement Planning

Annuities

Securities

Fixed Annuities

Mutual Funds

Series 7

Asset Allocation

Life Insurance

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

Jay Rovert

Financial Advisor and Financial Services Representative

Greater New York City Area

Financial Advisor and Financial Services Representative

Certified Financial Manager

Financial Advisor

Quinnipiac University

University of Connecticut

Tulane University

Recommendations: 0

Investments

Portfolio Management

Fixed Annuities

Wealth Management

Mutual Funds

Funding Strategies

Series 7

Series 63

Isabelle Catalano, EIT

Customer Financial Services Representative

Greater New York City Area

Customer Financial Services Representative

Engineering Specialist

Transportation and Infrastructure Intern

President

Engineering Aide

Transportation and Infrastructure Intern

Marketing Intern

Math SAT Tutor

Receptionist

Bucknell University

Hackley School

Recommendations: 0

Civil Engineering

AutoCAD

PowerPoint

Microsoft Office

Microsoft Word

Microsoft Excel

Photoshop

Matlab

Isaac Andreoli

Staff Accountant

Greater New York City Area

Staff Accountant

Sailing School Administrator

Financial Services Representative

Site Coordinator

Roger Williams University

Recommendations: 0

Customer Service

Microsoft Word

Microsoft Excel

Research

Microsoft Office

Account Management

Advertising

Sales

Sean Colon

Financial Services Representative

Greater New York City Area

Financial Services Representative

COO

Executive Vice President

Manager of the Art Renewal Center Store

Director of Business Development

Rutgers, The State University of New Jersey-New Brunswick

Tufts University

Recommendations: 0

Project Planning

Sales

Forecasting

Negotiation

Strategic Planning

Business Strategy

Manufacturing

Politics

Fariha Rizvi

Financial Services Representative

Greater New York City Area

Financial Services Representative

Customer Service

Front Desk Agent

Pace univeristy

Queens College

Recommendations: 0

CFA Level I candidate

Mutual Funds

Portfolio Management

Investments

Financial Modeling

Asset Management

Securities

Valuation

Rob Nigro, CLU® RICP®

Manager, Financial Services at The Prudential Insurance Company of America

Greater New York City Area

Manager, Financial Services at The Prudential Insurance Company of America

Agency Sales Director

Financial Services Representative

Richard Stockton College of New Jersey

Recommendations: 0

Daniel Ressegiue, LSR, MBA

Lead Insurance Agent

Greater New York City Area

Lead Insurance Agent

Financial Services Representative

Army Intelligence, Electronic Warfare Directorate: Weapon system specialist

Annual Fund Supervisor

Monmouth University

U.S. Army

Penn State University

Recommendations: 0

Insurance

Fixed Annuities

Life Insurance

Program Management

Small Business

Finance

Mutual Funds

Financial Services

Renee Fiorot, MBA

Customer Financial Services Representative

Greater New York City Area

Customer Financial Services Representative

Student Success Coach

Sales Associate

Chief Operating Officer

Box Office Assistant

Executive Intern

Sales Professional

Rollins College - Crummer Graduate School of Business

Rollins College

Canterbury High School

Recommendations: 0

Social Media

Social Networking

Public Speaking

Microsoft Word

Microsoft Excel

Microsoft Office

Public Relations

Customer Service

Gjoke Gojcaj

Financial Services Professional

Greater New York City Area

Financial Services Professional

Financial Services Representative

High School Teacher

Bachelor`s degree in Agricultural Engineering

Recommendations: 0

Jennifer Tooker

Asst. Head CSR

Greater New York City Area

Asst. Head CSR

Financial Services Representative

Hofstra University

Suffolk County Community College

Recommendations: 0

Leadership

Marketing

Cross Selling

Loans

Banking

Investments

Finance

Marketing Strategy

Alex Zablocki

NYC Regional Lead - NY Rising Community Reconstruction Program

Greater New York City Area

NYC Regional Lead - NY Rising Community Reconstruction Program

Director of Community Relations & HOPE Project Manager

Owner and Operator

Financial Services Representative

District Director and Executive Assistant, State Senator Andrew J. Lanza's Office

Candidate, NYC Public Advocate

Director of Land Use and Chief of Staff, NYC Councilman Andrew J. Lanza

Baruch College, City University of New York (CUNY)

Recommendations: 0

Homelessness

Public Administration

Politics

Community Outreach

Policy

Public Speaking

Public Relations

Business Strategy

Brendan Finn

Director - Strategic Relationships

Greater New York City Area

Director - Strategic Relationships

Assistant Vice President - Strategic Business Development

SMA Specialist & Internal Wholesaler

Financial Services Representative

Registered Marketing Associate

Billing Clerk

University of Delaware

Glen Rock High School

Recommendations: 0

Frank Gordon, LUTCF

Financial Services Representative, Financial Advisor

Greater New York City Area

Financial Services Representative, Financial Advisor

Sales Representative/Training Manager

Rutgers University-New Brunswick

Recommendations: 0

Estate Planning

Retirement Planning

Retirement

Long-term Care

Insurance

Investments

Series 7

Fixed Annuities

Jasen Nowell

Regional Sales Agent

Greater New York City Area

Regional Sales Agent

Territory Sales Representative

Financial Services Representative

Territory Representative

Area Sales Manager

Assistant Manager

Senior Account Executive

Account Executive

Management Trainee

University of Maryland Eastern Shore

Recommendations: 0

Sales

Management

Customer Service

Account Management

Customer Satisfaction

Cold Calling

Sales Management

Marketing

Anthony Colicino

Relationship Manager

Greater New York City Area

Relationship Manager

Credit Analyst, AVP

Credit Analyst

Financial Services Representative

New Business Development, Gameday Ticket Operations

Ticketing Operations/Group Sales

Assistant Customer Service Department Head (ACSDH)

Stony Brook University

Recommendations: 0

Bilingual-Spanish

Goal Oriented

Multitasker

Customer Relations

Persistence

Event Management

Marketing Management

PowerPoint

Jayson Joseph Aldrin Francisco

Patient Financial Services Associate

Greater New York City Area

Patient Financial Services Associate

Team Coordinator

Financial Services Representative

Binghamton University

State University of New York at Binghamton

Recommendations: 0

Microsoft Office

Eclipsys

Aergo Solutions Escort

Optimum

Portfolio Management

Retirement

Retirement Planning

Insurance

Benedetto Giusta

Relationship Banker

Greater New York City Area

Relationship Banker

Audi brand specialist

Financial Services Representative

Registered Representative

Cuny college of Staten Island

City University of New York-College of Staten Island

Tottenville High School

Recommendations: 0

Brandon Velasquez

Assistant Vice President, Loan Operations

Greater New York City Area

Assistant Vice President, Loan Operations

Senior Loan Operations Specialist

Commercial Loan Specialist II

Store Supervisor

Financial Services Representative

Personal Banker II

The University of Connecticut School of Business

Norwalk Community College

Recommendations: 0

Consumer Lending

Credit

Commercial Banking

Team Leadership

Banking

Loans

Retail Banking

Mortgage Lending

Adam Ifergan

Financial Consultant

Greater New York City Area

Financial Consultant

Financial Advisor/Financial Services Representative

City University of New York-Baruch College

Recommendations: 0

Patrick Luckart

Associate Vice President, Investments

Greater New York City Area

Associate Vice President, Investments

Financial Services Representative

Assumption College

JBHS

Recommendations: 0

Wealth Management Services

403 b

College Savings Plans

529 Plans

Rollovers

Retirement

Series 7

Series 63

Helen Beichel

Chartered Financial Consultant

Greater New York City Area

Chartered Financial Consultant

Owner

Senior Financial Services Representative

American University

Northeastern University

Boston Latin School

Recommendations: 0

Investments

Retirement

Financial Planning

Financial Advisory

Financial Services

Portfolio Management

Retirement Planning

Public Speaking