Top Financial Advisors in New York, New York
Mitsuru Takahashi
Executive Director, Chief Marketing Officer
New York, New York
Executive Director, Chief Marketing Officer
Vice President, Product Specialist
Senior Manager, Financial Institution Marketing
Financial Advisor
Head of Product Management Dept
Managing Director, Chief Marketing Officer
Fund Manager
Manager,Product Development Department
London Business School
University of Tsukuba
Recommendations: 6
Asset Management
Emerging Markets
Product Development
Product Management
Financial Planning
Mutual Funds
Marketing Strategy
Fund Of Funds
m****[email protected]
Lisa Moyer
Director- Head of Talent Acquisition, F&R - Americas
New York, New York
Director- Head of Talent Acquisition, F&R - Americas
Recruiting Manager
Vice President
Director of Capital Markets and Banking
Global Head of Talent Acquisition Transformation & Integration/Global Head of TA, Corporates
Sr. Financial Advisor
VP, Head of Talent Acquistion- Americas / Global Head of T.A., Corporate Functions
State University of New York at Oswego
Recommendations: 6
Executive Recruitment
Global Staff Management
Career Development
Executive Search
Capital Markets
Mergers
Risk Management
Portfolio Management
l****[email protected]
Jaime Kobin
Financial Services Professional
New York, New York
Financial Services Professional
Director, Events and Parties / Senior Manager
Licensed Agent
Communications Intern, Office of Public Affairs
Conferences and Catering Intern (Operations and Sales)
Financial Advisor
Business Director
Operations Intern, Telecommunications Conferences
Director of Business Operations
Manager, Multi-Brand Conferences (publishing division - Adweek, Billboard, The Hollywood Reporter)
Boston University
Hicksville High
Recommendations: 4
Event Management
Event Planning
Marketing
Strategy
Project Management
Leadership
Staff Management
Strategic Communications
j****[email protected]
Frank Mesa
President NY Chapter
New York, New York
President NY Chapter
Financial Advisor, Park Avenue Securities/Strategies For Wealth
Deputy Director, Transportation Training
Assistant Chief Training Officer
Director, Operations Training & Development
Eno Center for Transportation
Langevin Learning Services
City University of New York
Recommendations: 2
Insurance
Investments
Strategic Financial Planning
Strategic Planning
Mutual Funds
Securities
Retirement Planning
Wealth
f****[email protected]
Sean Barkulis
New Product Development and Business Development Consultant
New York, New York
New Product Development and Business Development Consultant
Head of Strategic Partnerships & Business Development
Financial Advisor & Consultant
Strategic Partnerships, Senior Director
Boston College
Recommendations: 1
Venture Capital
Leveraged Finance
Financial Modeling
Start-ups
Social Networking
Social Media
Business Development
Online Marketing
s*****@uplanme.com
Emily Roccheggiani
Senior Consultant
New York, New York
Senior Consultant
SVP, Enterprise Sales
Financial Advisor
The University of Texas at Austin - The Red McCombs School of Business
Universita' Commerciale Luigi Bocconi
Recommendations: 1
Investments
Portfolio Management
Financial Modeling
Wealth Management
Financial Analysis
Securities
Strategic Financial Planning
Investment Strategies
e****[email protected]
Peter Vasilakos
Digital Advertising Manager, US
New York, New York
Digital Advertising Manager, US
Global Digital Marketing Manager
Director, Digital Marketplaces
Financial Advisor
Digital Marketing Director
Cornell University
Pace University - Lubin School of Business
Pace University - Lubin School of Business
Recommendations: 1
Strategy
Management
Mobile Devices
Sales
Business Development
Marketing Strategy
Mobile Strategy
Market Research
p****[email protected]
John Divito
Senior Sales Executive
New York, New York
Senior Sales Executive
Financial Advisor
National Sales Director
Legal Assistant
Sales Representative (Intern)
Manhattanville College
University of Pittsburgh
Yorktown...
Recommendations: 1
Management
Business Development
Sales
Event Planning
Recruiting
Advertising
Finance
Sports
j*****@aol.com
Drew Sease
Manager, Enterprise Sales
New York, New York
Manager, Enterprise Sales
Financial Representative Internship
Strategic Partnerships
Senior Account Executive
Financial Advisor
Business Development
Regional Sales Manager
Sales Development Manager
Head Of Sales
Financial Representative
Head Of Sales
Director of Business Development
Indiana University Bloomington
Recommendations: 1
Leadership
Marketing
Social Networking
Sales
Social Media
Management
Lead Generation
Time Management
d****[email protected]
d*****@doordash.com
Shane Schmutz
Enterprise Account Executive
New York, New York
Enterprise Account Executive
Capital Sales Account Manager (Johnson & Johnson - Aquired by Fortive, Inc.)
Enterprise Account Executive (Acquired ADAM Software)
Vice President, Financial Advisor
United States Army Flight School
Recommendations: 1
Strategic Planning
Leadership
Organizational Leadership
Wealth Management
Estate Planning
Tax
Financial Advisory
Risk Management
s****[email protected]
s****[email protected]
Volker M.B.A.
Member of the Board of Directors
New York, New York
Member of the Board of Directors
Chief Financial Officer
Advisor
Chief Operating Officer & CTO
Member of the Board of Directors
Member of the Board of Directors
Member of the Board of Directors
Financial Advisor
Executive Director
Member of the Board of Directors, Chief Executive Officer and CTO
Member of the Board of Directors
Founder, Managing Partner & CEO
Stanford University
Concordia University
University of Strasbourg
Recommendations: 1
Entrepreneurship
General Management
Business Strategy
Operations Management
Strategic Planning
Supply Chain Management
Intellectual Property Development and Management
Technology Commercialization
Evan List
Vice President | Financial Advisor
New York, New York
Vice President | Financial Advisor
Senior Private Client Associate / AO
Private Client Associate
Brandeis University
UCL
University of Southern California
Recommendations: 0
Equities
Asset Allocation
Investment Strategies
Fixed Income
Mutual Funds
Wealth Preservation Planning
Wealth Management Services
Investment Management
e****[email protected]
Ying Zhao
Vice President/Investments - Stifel
New York, New York
Vice President/Investments - Stifel
Financial Advisor, VP
Auburn University at Montgomery
China Foreign Affairs University
Recommendations: 0
y****[email protected]
Elizabeth Smith
Private Banker - Vice President
New York, New York
Private Banker - Vice President
Associate Private Banker - AVP
Financial Advisor
Financial Sales and Analytics Representative
Loyola University Maryland
Recommendations: 0
e****[email protected]
Rodrigo Caballero
Account Executive - Northeast & LatAm
New York, New York
Account Executive - Northeast & LatAm
Vice President - Wealth Management
Financial Advisor
Inside Sales Associate
PwC
Chief Operations Officer (COO), Business Development Partner
Binghamton University - School of Management
Binghamton University - School of Management
University of Virginia
Recommendations: 0
Sales
Start-ups
Analytics
Lead Generation
Public Speaking
Accounting
Leadership
Microsoft Office
r****[email protected]
Hussain CFP®
Financial Advisor
New York, New York
Financial Advisor
President - Financial Planning Solutions
Recommendations: 0
h****[email protected]
David Raifaizen
Technical Architect
New York, New York
Technical Architect
Software Developer
New Leads Officer
Financial Advisor Internship
Software Professional
Software Developer
Operations Consultant
Client Relations Developer
Product Analyst
New York University - Leonard N. Stern School of Business
Recommendations: 0
C#
C++
Python
Visual Basic
CSS
Regular Expressions
Product Analysis
HTML 5
d****[email protected]
Wenzhong Chi
Senior Mobile Engineer
New York, New York
Senior Mobile Engineer
Quantitative Analyst Intern
Financial Advisor Assistant
Web Developer
Founder
Lead Software Engineer
Quantitative Analyst Intern
Software Engineer
Lead Product Engineer
Senior Mobile Engineer
Erasmus University Rotterdam
Baruch College
Recommendations: 0
w****[email protected]
r****[email protected]
Michael Brown
Business Development- SDR
New York, New York
Business Development- SDR
Financial Advisor
Teller I, Teller II
Regional Representative
Yext Sales Associate
Enterprise Account Executive
Account Executive
Account Executive Team Lead
D'Youville College
Erie Community College
Hudson Valley Community College
Recommendations: 0
Sales
Management
Leadership
Investments
Strategic Financial Planning
Contract Negotiation
Financial Planning
Retirement Planning
b****[email protected]
Yannis Moati
Financial Advisor
New York, New York
Financial Advisor
CEO at DayAxe
Founder / CEO
Regional Manager
CEO
Vice President, Sales
Northeastern University
Newton North High School
Recommendations: 0
y*****@hotelsbyday.com
y****[email protected]
Brad Lipsig
Senior Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager
New York, New York
Senior Vice President - Wealth Management, Financial Advisor, Senior Portfolio Manager
Financial Advisor
University of Maryland
Recommendations: 0
b****[email protected]
b****[email protected]
Oren Yoskowitz
Financial Advisor
New York, New York
Financial Advisor
Area District Manager
Vice President
Vice President
University of Pennsylvania - The Wharton School
NYU Stern School of Business
Hofstra University
Recommendations: 0
o****[email protected]
Peter Harris
Account Executive
New York, New York
Account Executive
Client Executive
Financial Advisor
Georgetown University - The McDonough School of Business
Wesleyan University
Recommendations: 0
Corporate Finance
Investment Banking
Capital Markets
Wealth Management
Venture Capital
Finance
p****[email protected]
Danielle LUTCF
Assistant Vice President
New York, New York
Assistant Vice President
Financial Advisor
Managing Sales Director, Financial Service Representative, Investment Advisor Representative
University of Rhode Island
Recommendations: 0
Leadership
Competitive Analysis
CRM
Insurance
Sales Management
Program Management
Business Strategy
Investments
d****[email protected]
Christopher DeGennaro
Global Investment Specialist, Executive Director
New York, New York
Global Investment Specialist, Executive Director
Financial Advisor
Executive Director, Financial Advisor
Villanova University
Recommendations: 0
Asset Allocation
Hedging
Finance
Investment Management
Investments
Portfolio Management
Series 7
Wealth Management
c****[email protected]
Aileen Schruth
Financial Advisor
New York, New York
Financial Advisor
Yale University
Recommendations: 0
George Fuchs
Managing Director, Wealth Manager - Institutional Consulting
New York, New York
Managing Director, Wealth Manager - Institutional Consulting
Managing Director - Investments
Senior Vice President - Financial Advisor
Associate Vice President - Financial Advisor
Recommendations: 0
Investments
Retirement
Asset Allocation
Retirement Planning
Finance
Strategy
Securities
401k
g****[email protected]
g****[email protected]
Kelly Mattie
IR Partnerships Manager, IR Product Expert
New York, New York
IR Partnerships Manager, IR Product Expert
Sales Associate
Financial Advisor
Sales Executive
Sales Director
Investor Relations Associate
Director, Corporate Sales
Hampden-Sydney College
St. Anne's-Belfield School
Recommendations: 0
k****[email protected]
Keith Furst
Business Analyst / Project Manager
New York, New York
Business Analyst / Project Manager
Senior Associate
Financial Crimes Technology Consultant
Financial Advisor
Financial Services Representative
AML Analytics Business Analyst
Credit Risk Business Analyst / Project Manager
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS
Queens College
Archbishop Molloy High School
Recommendations: 0
k****[email protected]
k****[email protected]
Tim Hani
Head of New Business Development for US Hedge Fund Sales
New York, New York
Head of New Business Development for US Hedge Fund Sales
National Account Manager
Sales
Financial Advisor
Recommendations: 0
Bloomberg
Hedge Funds
Equities
Bloomberg Terminal
Financial Markets
Securities
Fixed Income
Capital Markets
t*****@bloomberg.net
Larina Tortorici
Financial Advisor
New York, New York
Financial Advisor
Summer Intern
Project Manager
Staffing Specialist
Event Coordinator
Executive Administrative Assistant
Head of Events & Business Development
Marketing Director
Summer Intern
Hofstra University
Recommendations: 0
Human Resources
Employee Relations
Talent Acquisition
Project Management
l****[email protected]
Howard Abrahams
Director, Business Development
New York, New York
Director, Business Development
Director, USA Private Client Group
Financial Advisor
Director, Product Specialist
Director, Business Development
Benjamin N. Cardozo School of Law
Binghamton University
Recommendations: 0
h****[email protected]
Damon Joyner
President & CEO
New York, New York
President & CEO
Regulatory Reporting, Operations Control, AML
President & CEO - Clearing Firm
Americas Controller / Director of Regulatory Reporting
Co-Founder, Principal, and Financial Advisor
Chief Financial Officer
Chief Financial Officer - Broker-Dealer
Chief Financial Officer / Chief Operating Officer
Middle Tennessee State University (MTSU)
Recommendations: 0
d****[email protected]
Jonathan Shenkman
Financial Advisor
New York, New York
Financial Advisor
High Yield Bond Research
Equity Research
Associate Director - Investments/OMEGA Portfolio Manager
Baruch College, City University of New York (CUNY)
Yeshiva University
Recommendations: 0
s****[email protected]
Leonardo MBA
International Financial Advisor
New York, New York
International Financial Advisor
Senior Financial Analyst
Harvard University
Hult International Business School
IBMEC - SP
Recommendations: 0
l****[email protected]
Merrill McDermott
Special Assistant to the SVP of Communications and Reel Progress Associate
New York, New York
Special Assistant to the SVP of Communications and Reel Progress Associate
Financial Advisor
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
General Assembly
University of Pennsylvania
Recommendations: 0
Economics
International Relations
Wealth Management
Emerging Markets
Financial Markets
Bloomberg
Asset Management
Latin American markets
m****[email protected]
m****[email protected]
Long Phan
Customer Service Representative
New York, New York
Customer Service Representative
Business Consultant
Marketing Executive
Research Assistant
Sales Representative
Data Analyst
Data Analyst – Internship
Accountant – Internship
Financial Advisor – Internship
University of Connecticut
Centre College
Recommendations: 0
l****[email protected]
Kate CFP®
Senior Vice President- Financial Advisor
New York, New York
Senior Vice President- Financial Advisor
Investment Banking
Villanova University
Columbia University - Fu Foundation School of Engineering and Applied Science
Recommendations: 0
k****[email protected]
k****[email protected]
Ara Talkov
Private Wealth Management Intern
New York, New York
Private Wealth Management Intern
Securities Finance Intern
Financial Advisor
Wealth Management Branch Analyst
Regional Advisory Board
Columbia University in the City of New York
Swampscott High School
Recommendations: 0
a****[email protected]
Chris Storms
Financial Advisor
New York, New York
Financial Advisor
Vice President, Head of Applications
Customer Service Representative
IT Business Systems Analyst - McKinsey Investment Office (MIO Partners, Inc.)
IT Project Manager - McKinsey Investment Office (MIO Partners, Inc.)
Associate - Business Analyst
Performance Analyst
Trinity University
Recommendations: 0
Financial Modeling
Investments
Equities
Hedge Funds
Capital Markets
Derivatives
Finance
Valuation
c****[email protected]
Lori McNamara
Senior Vice Pres. -Regional Sales Mgr
New York, New York
Senior Vice Pres. -Regional Sales Mgr
Vice President Asset Management
Senior Financial Advisor
Executive Director - Market Director
Senior Vice President, Regional Brokerage Manager
Director - Eastern US
West Virginia University
Recommendations: 0
Wealth Management
Mutual Funds
Series 7
Retirement Planning
Series 63
Investments
Banking
Credit
l****[email protected]
Matthew Corry
The Shokoff-Corry Retirement Services Group
New York, New York
The Shokoff-Corry Retirement Services Group
Financial Advisor
The University of Connecticut
Recommendations: 0
m*****@teamjesse.org
m****[email protected]
Sandro Musto
Software Developer
New York, New York
Software Developer
iOS Developer
iOS Developer
iOS Developer
Financial Advisor
Northeastern University
Bloc.io
Flatiron School
Recommendations: 0
a****[email protected]
Jeffrey Goldberg
Managing Director
New York, New York
Managing Director
Vice President - Alternative Investments Group
Director - Strategic Services Group
Vice President - Integration Partnerships
Vice President Client Relations/Product Manager
Assistant Financial Advisor
Registered Representative
Roslyn Highschool
Recommendations: 0
Project Management
Alternative Investments
Strategic Planning
Series 7
Fixed Income
Proposal Writing
Analysis
Business Analysis
j****[email protected]
Vincent DeRose
Sr. Internal Wholesaler / Asst Manager Wirehouse East Division
New York, New York
Sr. Internal Wholesaler / Asst Manager Wirehouse East Division
Financial Advisor
Internal Wholesaler
Regional Director- External Wholesaler
Asst. National Sales Desk Manager
Vice President, Head of Internal & Hybrid Sales
Retirement Consultant
Isenberg School of Management, UMass Amherst
Recommendations: 0
v****[email protected]
Xin Liu
Quantitative Research & Portfolio Analytics, Chief Investment Office
New York, New York
Quantitative Research & Portfolio Analytics, Chief Investment Office
Quantitative Developer
Product Development Specialist
Intern in Investment Banking
Financial Advisor Assistant
Intern in Rural Banking
Columbia University in the City of New York
Fudan University
No.2 Secondary School Attached to East China Normal University
Recommendations: 0
R
Statistics
Matlab
C++
Quantitative Analytics
Time Series Analysis
Financial Modeling
SAS
Adam Franchella
Senior Product Manager
New York, New York
Senior Product Manager
CEO
Enterprise Account Manager
Financial Advisor
Senior Product Manager
Senior Product Manager
Product Owner, Designer
CEO & Co-Founder
Villanova University
Recommendations: 0
Kevin Goltz
Product Distributor
New York, New York
Product Distributor
Student Athlete
Financial Advisor Intern
Camp Coordinator/Coach
Division 1 Men's Lacrosse: Student Athlete
Investment Banking Summer Analyst
Investment Banking Analyst
Product Distributor/Scheduling Manager
Product Distributor/Owner Assistant
Hobart and William Smith Colleges
Orchard Park High School
Canisius High School
Recommendations: 0
Xiaojin Dong
Insight Fellow
New York, New York
Insight Fellow
Research Assistant
Research Teaching Assistant
Sr. Data Scientist
Graduate Student Instructor
Financial Advisor
Stony Brook University
University of Helsinki
Recommendations: 0
Braeden Quast
Valuation Intern
New York, New York
Valuation Intern
Head Instructor of Hockey Camps
Investment Banking Summer Analyst - Leveraged FInance
Financial Advisor
Owner
Investment Banking Analyst - Leveraged Finance
Middlebury College
Recommendations: 0
Jiaqi Liu
Data Analyst
New York, New York
Data Analyst
Project Team Lead
Graduate Teaching Assistant
Financial Advisor Internship
Procurement Analyst Internship
Tufts University
University of Illinois at Urbana-Champaign
Recommendations: 0
Michael R.
Senior Associate
New York, New York
Senior Associate
Student
Associate
National Account Manager
Financial Advisor
Director Of Sales
Enterprise Sales Director (National Account)
Sales Director
General Manager/ limited partner
Pace University
Pace University - Lubin School of Business
Trailhead by Salesforce
Recommendations: 0
Nicholas CFP®
Managing Director
New York, New York
Managing Director
Internship
Financial Advisor
Assistant Vice President, Regional Consultant
Regional Vice President/Branch Manager
Villanova University
National University of Ireland
Recommendations: 0
Gregory Spry
Financial Services Representative
New York, New York
Financial Services Representative
Private Equity Data Analyst
Relationship Manager - U.S. Investor Services
Senior Research Analyst
Research Analyst
Financial Advisor Assistant
Syracuse University
Recommendations: 0
Hannah Evans
Customer Success Associate
New York, New York
Customer Success Associate
Financial Advisor Intern
Business Operations Manager and Rider
Clemson University - College of Business and Behavioral Science
CIMBA
The Overlake School
Recommendations: 0
Chris Cianciola
Financial Advisor Intern
New York, New York
Financial Advisor Intern
Account Executive
Enterprise Business Development
Account Executive
Account Executive
East Carolina University
Recommendations: 0
Budget Monitoring
Communication Skills
Determined to Succeed
Stock Market Analysis
Highly personable
Highly motivated self-starter
Teamwork
Microsoft Word
Ilian Petrov
Director
New York, New York
Director
Fundraiser / Advisor
Director, Global Business Development
Business Development Director
Head of Asset Management
Financial Advisor
Manager / VP, EEMEA Cross-Asset Structured Products Sales
Columbia Business School
Columbia University in the City of New York
Recommendations: 0
Business Strategy
Negotiation
Customer Service
Sales Management
Export
International Trade
Logistics
New Business Development
Marc Bleimann
Account Executive
New York, New York
Account Executive
Account Executive
Financial Advisor/ Private Banker - Business Banker Liason
Solutions Consultant
Financial Advisor
Licensed Financial Consultant
Seton Hall University
Recommendations: 0
Rabail SPHR,
Intern to Sales
New York, New York
Intern to Sales
Director, Human Resources Business Partner | L’Occitane North America
Human Resources Manager/Business Partner - Luxury Division
Human Resources Manager
Human Resources Generalist
HR Coordinator
HR Internship Coordinator
Senior Associate
Jr. Recruiter
Intern to Financial Advisor
Baruch College, Zicklin School of Business
Fordham University
Recommendations: 0
