Integrated Financial Partners, Inc.
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Integrated Financial Partners, Inc. Employees
Integrated Financial Partners, Inc. May 2013 - Present
Ameriprise Financial Services, Inc. 2005 - May 2013
Skills
Retirement Planning, Estate Planning, Retirement, Wealth Management, Investments, Financial Advisory, Mutual Funds, Saving for Education, Investment Strategies, Financial Goals, Strategic Financial..., Investment Advisory, Finance, Employee Stock Options
Education
James Madison University 2001 — 2005
BBA, Business Marketing
James Madison University 2001 — 2005
Bachelor's, Business Marketing
Integrated Financial Partners, Inc. March 2009 - Present
Emanuel J. Markis, Esq. 2004 - 2009
Skills
Finance, Wealth, Customer Service
Education
Arizona State University 1995 — 1997
Dean College 1993 — 1995
Associates, Liberal Arts and Sciences/Liberal Studies and Dance
Everett High School 1989 — 1992
Pope John High School 1988 — 1989
Integrated Financial Partners, Inc. 1989 - Present
Skills
Retirement Planning, Estate Planning, Wealth Management, Tax, Wealth, Financial Planning, Financial Advisory, Finance, Retirement, Investment Advisory, Financial Services, Succession Planning, Strategic Financial..., Series 7, Financial Planners, Mutual Funds, Investments
Education
Boston University 1984 — 1987
Bachelor of Science, Communication
Milford Academy
Milford Academy
Next Level, Inc
Integrated Financial Partners, Inc. October 2013 - Present
Higgins Energy Alternatives March 2012 - September 2013
Waste Management of New England August 2006 - February 2012
The TJX Companies, Inc. September 2002 - August 2006
Skills
Solid Waste, Sales, Waste Management, Recycling, Retail, Customer Service, Account Management, Negotiation, Communication, Inventory Management, Contract Negotiation, Contract Management, Environmental Services, Team Building, Sales Process, Purchasing
Education
Becker College 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Integrated Financial Partners, Inc. November 2003 - Present
Lincoln Financial Advisors 2003 - 2014
Interact of Norwalk 1993 - 2014
Allmerica Financial January 1994 - November 2003
Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits
Education
Manhattanville College 1976 — 1980
BA, Economics, History
Pocantico Hills
Sleepy Hollow HS
Integrated Financial Partners, Inc. 2010 - Present
TD Wealth Management 2002 - 2009
Skills
Financial Planning, Retirement Planning, Portfolio Analysis, Investments, 401(k) Rollovers, Retirement Distribution..., Wealth Management, Mutual Funds, Retirement Plans, Financial Services, Sales, Portfolio Management, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Investment Analysis, Wealth Transfer Planning, Legacy Planning, Beneficiary Planning, Charitable Gifting, Special Needs Planning, Insurance, Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., SEP and SIMPLE Plans, Benefit and..., Finance
Education
Florida Atlantic University
Integrated Financial Partners, Inc. 2004 - Present
VeraVest, Inc. 2002 - 2004
SunAmerica Distributors 2001 - 2002
North American Funds Distributors 1998 - 2000
Skills
Estate Planning, Investments, Securities, Retirement Planning, Strategic Financial..., Wealth Management, Financial Services, Financial Advisory, Wealth, Retirement, Asset Management, Finance
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor℠ (CRPC®), Financial Planning and Services
Denison University 1976 — 1979
BA, Political Science
Phillips Academy at Andover 1973 — 1975
High School Diploma
Integrated Financial Partners, Inc. November 2002 - Present
Lincoln Financial Advisors November 2002 - Present
Education
Bentley University
Bachelor of Science (BS), Accounting
Integrated Financial Partners, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 1999 - 2010
Skills
Financial Planning, Retirement Planning, Business Owner Planning, Wealth Accumulation, Risk Management, Business Continuity..., Portfolio Analysis, Legacy Planning, Tax Reduction Strategies, 401k Rollovers, Long Term Care Insurance, Charitable Gift Planning
Education
Southern New Hampshire University
Business Studies, Accounting & Computer Information Systems
Integrated Financial Partners, Inc. March 2015 - Present
Baystate Financial Services January 2001 - March 2015
PrimeQuote.com 1998 - 2001
Northwestern Mutual 1991 - 1998
Skills
Securities, Leadership, Finance, Financial Advisory, Retirement Planning, Business Development
Education
Northeastern University 1987 — 1991
bs, finance
Integrated Financial Partners, Inc. October 2007 - Present
Ameriprise Financial Services, Inc. July 1986 - October 2007
Skills
Retirement Planning, Estate Planning, Investment Advisory, Financial Planning, Portfolio Analysis, 401k, Wealth Accumulation, Investments, Retirement, Insurance, Asset Allocation, Legacy Planning, Beneficiary Planning, Wealth Management, Securities, College Funding..., Alternative Investments...
Education
College of Financial Planning 1992 — 1994
CERTIFIED FINANCIAL PLANNER
College of the Holy Cross 1980 — 1984
Business
Boston College High School 1976 — 1980
Eaton Vance February 2012 - Present
Xpitax solutions February 2011 - April 2011
Integrated Financial Partners, Inc. December 2009 - April 2010
The Bollard Group, LLC May 2007 - August 2008
Couleurs En Vogue Inc. 2007 - 2007
Skills
Accounting, Tax, Finance, Financial Reporting
Education
Bentley University 2009 — 2011
Master, Taxation, Financial Planning
Suffolk University - Sawyer School of Management 2004 — 2007
Bachelor Degree, Accounting
IFP/Lincoln Financial Advisors December 2003 - Present
Robert D Violet, Financial Planner March 1992 - Present
Lincoln Financial Advisors 1992 - Present
Integrated Financial Partners, Inc. 1992 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Investments, Mutual Funds, Financial Advisory, Wealth, Investment Advisory, Series 7, Asset Allocation, Fixed Annuities, Wealth Accumulation, Financial Planners, Securities
Education
Norwich University
Bachelor of Arts (B.A.)
University of Hartford
MBA in Finance