82 Results for

Financial Services Jobs in Siena, NY

Jobs

Albany, NY26 days ago

Full-time
Employee

Ensure program staff identify, assist in developing, testing and monitoring and troubleshooting the statewide case management system to support the administration of the program consistent with federal and state requirements and to ensure proper, timely and accurate file and data exchanges, processing of applications, payment processing and case management. Reporting to the Executive Deputy Commissioner for the Office of Temporary and Disability Assistance (OTDA), the incumbent will provide overall leadership and direction, including all matters of policy and management to the Division of Child Support Services and its its efforts to reduce child poverty and strengthen New York families.

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Schenectady, NYToday

$65,000–$70,000

Quality Management:Responsible for Quality Inspections of PM & repairs, as well as performing In Process Reviews of non-PM workPerform breakdown root cause analysis, implement corrective actions locally, and when necessary, communicate issues to Technical Assistance CenterEnsure Cleanliness and quality of repair for all maintained vehiclesWork with Service Manager to ensure all technicians are properly trained and qualified, and TOPS plan is prioritized based upon Breakdown, Rework and Running Cost trendsMaintain control/visibility over shop floor activities to ensure proper root cause diagnosis by technicians and that the yield on all parts/components is optimizedAssist in the development and ensure implementation of Quality Assurance Audit Corrective Action plans and Continuous Improvement programsAccountable for maintenance of all relevant documentation required to meet and/or exceed local, state, federal, as well as customer requirementsEnsure Employee compliance with Safety and EPA regulations and requirements. Ryder's most recently been named a “ Top Company for Women to Work for in Transportation (https://newsroom.ryder.com/news/news-details/2020/Ryder-Named-a-Top-Company-for-Women-to-Work-For-in-Transportation-Underscoring-Diversity-Initiatives/default.aspx) ” by Women in Trucking, one of Fortune Magazine’s “ World’s Most Admired Companies (https://newsroom.ryder.com/news/news-details/2020/Fortune-Magazine-Names-Ryder-among-Worlds-Most-Admired-Companies-for-Eighth-Year-in-a-Row/default.aspx) ,” one of “ America’s Most Responsible Companies (https://newsroom.ryder.com/news/news-details/2020/Ryder-Recognized-for-Corporate-Social-Responsibility-Leadership-by-Newsweek/default.aspx) ” by Newsweek.

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East Greenbush, NY1 day ago

The individual selected for this role will be expected to work at Store #5477, located at: 596 Columbia Turnpike, Hannaford Plaza, East Greenbush, NY 12061 This position is eligible for health benefits, such as prescription savings and virtual physician visits, retirement and saving benefits, and more. The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Cohoes, NY21 days ago

Full-time
Employee

Prior employment must include three (3) years of experience with: data warehousing and data lake technologies such as Data Lake Storage, cloud platforms such as AWS), programming languages such as SQL, and data visualization tools such as Tableau and Power BI; utilizing Alteryx Knowledge and certification, Qualtrics, and SharePoint to design, build, implement, test, and monitor high-quality, low-code automations that provide scalability for a high growth organization; Atlassian Confluence to manage projects, document requirements, acquire proper signoffs and execute on tasks; utilizing ETL tools, including Alteryx, for data analysis, automation of manual tasks, and creation of efficient reporting systems; applying waterfall and agile best practices to manage projects, and utilizing agile tools, including JIRA, for effective project tracking and documentation; and business contracts, including fee arrangements, billing requirements, service level agreements, and other terms and conditions. Serve as lead contact for Financial Wellness and SurvivorSupport stakeholders, including Leadership, Relationship Managers, Legal, Controllers, Operations, and Compliance, as the subject matter expert on data and embedded business intelligence champion.

Clifton Park, NY18 days ago

Remote

Join Ellie Mental Health as a Client Financial Services Coordinator in Clifton Park, NY, where you'll play a vital role in supporting our clients' financial needs. Our commitment to a supportive work culture and comprehensive client care has made us a beloved choice among clients and employees alike.

Glenville, NY20 days ago

Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred.

Ballston Lake, NY30+ days ago

Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Albany, NY19 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

CLIFTON PARK, NY8 days ago

OASIS Directors provide outsourced CFO-level leadership across a range of industries, helping clients manage their strategic finance functions, cash flow, capital planning, and team development. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.

Burnt Hills, NY30+ days ago

As a State Farm Agent Team Member you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Albany, NY30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Albany, NY30+ days ago

$55–$65 Per Hour

With more than a decade of leadership in outsourced financial advisory services, CEFO Advisors partners with organizations across multiple industries to provide strategic financial guidance, operational insight, and forward-looking solutions. This role is ideal for an experienced finance professional who enjoys working with small to mid-sized organizations, values variety in their work, and is interested in continuing to learn and grow in a collaborative, client-facing environment.

Albany, NY30+ days ago

$55–$65 Per Hour

With over a decade of leadership in outsourced fractional financial advisory services, we offer a unique opportunity to work with diverse businesses in a hybrid setting; partially remote, partially on-site at client offices, and in our newly renovated, dog-friendly office in Saratoga Springs. As a Fractional CFO, you'll partner directly with business owners, delivering strategic financial insights and managing high-impact projects -- from forecasting and systems implementation to M&A support and team development.

Albany, NY12 days ago

Remote

$65,000–$80,000 Per Year

This position is key to building and maintaining strong client relations, ensuring quality customer service, contract fulfillment, and relationship-driven support. Join our team as a part-time Client Services Representative and play a vital role in making financial literacy and security attainable for everyone.

CLIFTON PARK, NY8 days ago

As a Senior Associate at OASIS, you’ll manage daily accounting operations across client engagements, working closely with Controllers and CFOs to execute consistent, high-quality service delivery. OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs.

CLIFTON PARK, NY8 days ago

OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. Our team supports clients through bookkeeping, compliance, and reporting—powered by cutting-edge technology and a people-first culture.

Albany, NY30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Albany, NY7 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Latham, NY11 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

CLIFTON PARK, NY8 days ago

OASIS (Outsourced Accounting Services & In-house Solutions) delivers strategic financial oversight for family offices, nonprofits, and SMBs. You will oversee accounting staff, deliver accurate and timely financial reporting, and serve as the key liaison between OASIS and client leadership.

Albany, NY30+ days ago

$60,000–$70,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Clifton Park, NY14 days ago

GTM is seeking a dynamic and relationship-driven Business Development professional to build and expand strategic partnerships with CPAs, accounting firms, and family offices. You'll play a key role in driving high-value referrals, strengthening partner relationships, and elevating GTM's presence within the accounting and advisory community.

Albany, New York26 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Albany, NY30+ days ago

Position Summary: The Inventory Financial Specialist is responsible for managing and analyzing inventory financial data to ensure accuracy and efficiency in inventory management. Internal Controls: Adheres to internal reporting procedures to safeguard organizational assets and ensures accurate financial reporting.

Williamstown, MA7 days ago

$100,000–$120,000 Per Year

Staff Management and Training Train First and Second Cooks, Cooks, Cook Assistants, and PSAs and other dining staff in culinary techniques, cooking procedures, and sanitation and safety associated with batch or bulk cooking. Distinguished by a reputation for outstanding and inclusive teaching and scholarship, academic excellence, and exceptional alumni loyalty, the college is committed to building and supporting a diverse learning community of approximately 2,100 undergraduates.

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Perth, WA4 days ago

Your experience gained leading teams within the technology sector, will equip you with the ability to optimize team performance through implementing tailored people development plans, ensuring your teams are aligned to customer needs, and have the skills and capacity to address customer outcomes. Possessing the ability to translate technical concepts into business value for customers and then talk in technical depth with teams, you will cultivate strong customer, Amazon Global Sales (AGS), and ProServe team relationships which enables exceptional business performance.

Halfmoon, New York30+ days ago

$70,000–$85,000 Per Year

Position Summary: Casella Waste Systems 18-24 month finance rotational program is specifically designed to develop future financial leaders through teaching and direct experience with critical aspects of the company's accounting functions, internal controls, systems, policies and procedures, and business processes to enable individuals to effectively influence the future direction of our organization. The Financial Leadership Development Program candidate will be responsible for assisting the financial leadership team in analyzing, preparing, and reviewing corporate financial activities and business processes using generally accepted accounting principles while adhering to established internal controls.

Albany, NY30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Albany, NY9 days ago

$125,000–$155,000 Per Year

This includes, but is not limited to, Qumulo file storage, native Azure Storage services, Windows and Linux servers, Azure-native monitoring, Tanium patching, load balancers, Zerto disaster recovery replication, and Rubrik backups. Manage and support Azure load balancers, with general familiarity of Azure networking concepts as needed (core networking supported by a dedicated network engineer).

Albany, NY30+ days ago

Dealer Commercial Services (“DCS”) delivers integrated capital and banking solutions to automotive dealers nationwide, supporting dealer partners through a broad platform that includes floorplan financing, syndicated lending, commercial real estate solutions, treasury and merchant services, and other commercial banking capabilities. + Discusses customer needs, problems, or complaints, and arranges for meetings between customers or prospective customers and representatives of various company functional areas.

Albany, NY30+ days ago

$68,000–$73,000 Per Year

The Data Specialist for the Infant Toddler Services Team serves as ECLC’s expert on the project database, providing direct assistance to Infant Toddler Specialists (ITS), Infant Early Childhood Mental Health Consultants (IECMHC), Child Care Resource and Referral(CCRR)agency data team members, and network supervisors. This position includes monitoring and analyzing data, troubleshooting all components of the data system, working closely with the database developer to ensure a smooth data entry process for its users, and supporting direct service providers with data onboarding and use.

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Dalton, MA6 days ago

$40,000–$42,000 Per Year

Join Healthcare Services Group (HCSG) as an Account Manager, leading housekeeping, laundry, and floor care teams in a long-term care facility. Offered salary rates for this position are determined based on applicant qualifications, experience, education, and the specific needs, aspects, operational considerations, and requirements of the facility serviced.

Perth, WA28 days ago

Basic Qualifications - Experience leading the architecture and design (architecture, design patterns, reliability and scaling) of new and current systems - Experience developing technology solutions and evangelising end-to-end technology roadmaps that guide IT transformations toward cloud computing - Experience leading highly-available and fault-tolerant enterprise and web-scale software deployments - Experience building large-scale machine learning and AI solutions at Internet scale - 10+ years of managing an engineering team operating at scale experience - Experience in executive level engagement with SVP/VP/C-Suite - Experience working with customers on substantial, strategic, and complex software or cloud services/infrastructure deals from opportunity through closure - Experience in building financial and operational reports/data sets that inform business decision-making, or experience delivering results for large, cross-functional initiatives/projects Preferred Qualifications - Mining, resources, or heavy industry experience - understanding of OT/IT convergence, edge connectivity constraints, safety systems, and site-based delivery - Experience with IoT/edge computing deployments in operational technology environments - Familiarity with AWS Bedrock, SageMaker, and agentic AI architectures - Experience integrating with Databricks and Oracle platforms - Experience in the Australian market Acknowledgement of country: In the spirit of reconciliation Amazon acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. This is a Perth-based engagement to implement an edge-to-cloud architecture across 18 remote operational sites, scale an AI platform from initial deployment to enterprise-grade operations supporting 500+ concurrent agents, and deliver a sequenced pipeline of AI use cases.

Bennington, VT30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Schenectady, NY30+ days ago

Lead and Succeed: Generate leads, schedule appointments, identify customer needs, and market our products and services. Our agents exclusively market State Farm insurance and financial service products, offering top-notch support to our clients.

Latham, NY30+ days ago

$45,000–$60,000

Upload and manage documents, as well as create campaigns within industry-specific online portals, collaborating with internal teams to ensure proper timing and completion. As an Client Service Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investor relationships.

Schenectady, NY30+ days ago

Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

Albany, NY9 days ago

$145,600–$167,400 Per Year

Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.

Albany, NY13 days ago

$45,000–$55,000 Per Year

Make sales (licensed agents) of auto insurance and other personal lines of insurance products while providing extraordinary customer service. Our office works year round to grow and retain clients who entrust their home, auto and other insurance to us.

Albany, NY30+ days ago

Remote

$80–$90 Per Hour

This role will lead complex system implementation efforts across loan servicing, capital markets, and investor/loan accounting functions while partnering with business, technology, and integration leaders to drive execution, manage risk, and maintain alignment across workstreams. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service.

Albany, NY9 days ago

If you are looking to make an impact through a meaningful and rewarding career, we are currently seeking talented, creative, and committed people who share our values of Challenging the Status Quo, Building Community, Creating Purpose, and Ensuring Inclusion by fostering individuals' development, well-being, and growth. Oral Comprehension, Written Expressions, Near Vision, Oral Expression, Written Comprehension, Speech Clarity, Speech Recognition, Mathematical Reasoning, Problem Sensitivity (the ability to tell when something is wrong or is likely wrong and recognizing there is a problem).

Albany, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Saratoga Springs, New York14 days ago

$45,000–$90,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Liaise with other teams such as Operations, Technology, as well as external investment sponsors, to review daily processing of data in the relevant relationship accounts thus ensuring that reporting deliverables are accurate, complete, and timely.

Saratoga Springs, New York25 days ago

$200,000–$250,000 Per Year

Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. Partner effectively with other field specialists, including Wealth Strategies, Retirement, Trust, Alternative Investments, and Structured Investments, to deliver comprehensive client solutions. .

Slingerlands, NY19 days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Position Summary Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work.

Halfmoon, New York20 days ago

$20.96–$25.39 Per Hour

Albany, NY9 days ago

$57,151–$60,000 Per Year

Minimum Qualifications Required Qualifications:- Bachelor's degree- General experience in Enrollment Management, Admissions, and/or Financial Aid or related areas- Must be able to work as part of a team, as well as independently- Ability to be flexible as needs shift through the academic yearPreferred Qualifications: - Previous call/contact center experience or related customer service experience- Basic federal tax knowledge- Basic knowledge of interpreting public assistance documentation- Outstanding verbal and written communication skills- Ability to work and manage a variety of tasks in a very busy environment- Strong attention to detail and organizational skills- Proficient with Microsoft Office Suite - in particular, Outlook, Excel, Word- Proficient with Oracle web-based applications and portals- Ability to analyze the components of a problem and develop logical solutions- Ability to be empathetic and express patience with students and families who are trying to gather difficult documentation. The incumbent for this position will work regularly with the following:- Enrollment Management- Recruitment Response Center- Student Financial Aid Services- Application Services Center- Educational Opportunity Program (EOP)- Campus Admission and Enrollment professionals- High School Counselors- Students and their families.

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Slingerlands, NY6 days ago

Company Overview World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Works independently, to provide support to lead service and/or Client Advisors, by following established workflows and procedures on routine work.

Slingerlands, NY30+ days ago

Full-time

World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

Saratoga Springs, New York30+ days ago

$250,000–$300,000 Per Year

This role sits at the nexus of Private Advisors and the broader firm, collaborating with Regional Leadership and cross-functional partners across Operations, Technology, Product, Legal, and Compliance to remove friction, drive productivity, and enable high-performing advisory businesses. Position: The Director of Advisor Productivity is a senior regional leadership role responsible for helping Rockefeller Global Family Office (RGFO) Private Advisors grow, operate more efficiently, and deliver an exceptional client experience.

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Financial Services Jobs in Siena, NY

Deputy Commissioner, Child Support Services NYS Office of Temporary and Disability Assistance

Operations Supervisor - Truck Fleet Services Ryder System

Customer Service Specialist Sherwin-Williams

Associate, Sales Support Goldman Sachs

Client Financial Services Coordinator Ellie Mental Health - 205

Financial Services Representative – State Farm Agent Team Member Amy Aldrich - State Farm Agent

Insurance and Financial Services Position - State Farm Agent Team Member Tom Bullock - State Farm Agent

Account Executive – Financial Services Sage

CLIENT ACCOUNTING SERVICES CFO OASIS

Insurance and Financial Services Position - State Farm Team Member John Toper - State Farm Agent

Financial Advisor - Licensed RK Partners

Fractional Chief Financial Officer (Part-Time) CEFO Advisors

Chief Financial Officer - Fractional CEFO Advisors

Client Services Representative - Part Time GFI-Team Ikigai

CLIENT ACCOUNTING SERVICES SENIOR ASSOCIATE OASIS

CLIENT ACCOUNTING SERVICES ASSOCIATE OASIS

Financial Advisor Series 7 San Blas Securities

Billing Specialist - Shared Services Insurance Office of America

Financial Advisor Charter Oak Financial

CLIENT ACCOUNTING SERVICES CONTROLLER OASIS

Financial Representative Davis Family Financial LLC

Business Development - Financial Channel GTM Payroll Services Inc

College Financial Representative, Internship Program Northwestern Mutual

Inventory Financial Specialist Regional Food Bank of Northeastern NY

Executive Chef of Dining Services Williams College

Sr. Delivery Practice Manager, AWS Professional Services Amazon

Financial Leadership Development Program Casella Waste Systems, Inc.

Manager, Accounting Services Serco

Managed Services Engineer - Azure SHI GmbH

Dealer Commercial Services Senior Business Development Officer - NY/NJ Santander US

Data Specialist (Infant Toddler Services Team) CAPITAL CFO+ LLC

Environmental Services Department Manager Healthcare Services Group

Strategic Infrastructure Modernisation Consultant, AWS Professional Services Amazon

Financial Systems Analyst (Remote) Maximus

Customer Service Representative - State Farm Agent Team Member Timothy Ochs - State Farm Agent

Client Service Associate GP Fund Solutions

Customer Service Representative - State Farm Agent Team Member Shirley Martinez - State Farm Agent

Vice President, Service Delivery Datavant

Customer Service Representative GEICO Local Office

Program Manager – Loan Servicing / Capital Markets Systems (Consulting) SolomonEdwards

HUD Customer Service Representative THE KENNEDY COLLECTIVE

J.P. Morgan Wealth Management - Private Client Advisor - Albany, NY JPMorgan Chase Bank, N.A.

Client Associate Rockefeller Capital Management

Life Insurance Strategist Rockefeller Capital Management

Personal Lines Senior Associate Client Representative World Insurance Associates, LLC.

Relationship Advisor Hudson Valley Credit Union

Enrollment Advisor New York State Civil Service

Personal Lines Senior Associate Client Representative World Insurance Company Defunct

Sales Executive - Commercial Lines World Insurance Associates, LLC.

Director of Advisor Productivity Rockefeller Capital Management

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