Westshore Financial Group
Address: 4200 W Cypress St suite 700, Tampa, FL 33607 Hours: Open ⋅ Closes 5PM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (813) 289-3632: : : : : Website: Place name: Category: : Website: http://www.westshorefinancialgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westshore Financial Group Posting publicly on the Web Write a review Reviews"Give these guys a call today for all of your asset management needs." "Good people to straighten out your finances" "Get the best life insurance services available anywhere!" View all Google reviews
Westshore Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Westshore Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Westshore Financial Group Employees
Kacie Olsen Collection Services Management July 2015 - Present
Westshore Financial Group 2013 - July 2015
First Class Moving Systems May 2012 - August 2012
Offsite Technology Solutions July 2009 - April 2012
Offsite Technology Solutions July 2009 - December 2011
Sports + Field July 2007 - July 2008
Sports + Field May 2006 - July 2007
Sports + Field January 2006 - May 2006
Skills
Microsoft Office, Quickbooks, CRM software, New Business Development, CRM, QuickBooks, Account Management, Customer Service, Management, Marketing, Networking
Education
University of South Florida 2002 — 2006
B.S., Business Marketing
Jonathan Ferrante Independent Consultant (self employed) July 2014 - August 2015
Modular Document Solutions 2008 - 2015
Neopost Florida December 2013 - October 2014
Westshore Financial Group July 2012 - March 2013
Smoothie King July 2010 - July 2012
John Sykes-Strategic Analysis Program January 2012 - June 2012
Modular Mailing Systems May 2006 - September 2009
Modular Mailing Systems 2005 - 2009
Skills
SAP, Excel, Customer Service, Team Building, Budgets, Strategic Planning, Process Improvement, Sales Management, Microsoft Office, PowerPoint, Microsoft Word, Access, Time Management, Technical Support, Windows, Finance, Project Management, Microsoft Dynamics, Microsoft Excel, Capital Budgeting, Cash Flow, Cash Flow Forecasting, Financial Analysis, Business Analysis, Financial Mgmt, Strategy, Analysis, Competitive Analysis, Sales, Leadership, Management, Customer Satisfaction, Training, Inventory Management, Marketing, Accounting, Salesforce.com, Marketing Strategy, Project Planning, Team Leadership, Forecasting, Insurance, Business Strategy, Account Management, Accounts Receivable, Networking, Recruiting, Outlook, Cold Calling, Operations Management
Education
University of Tampa - John H. Sykes College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Tampa 2010 — 2012
Bachelor's, Finance, 3.5
Florida State University 2007 — 2009
Finance and Financial Management Services
Jesuit Preparatory School 2003 — 2007
Prep High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 3.6
Western & Southern Life August 2013 - Present
Blend Fitness February 2011 - May 2014
WESTSHORE FINANCIAL GROUP August 2011 - April 2013
New York Life Insurance Company August 2009 - August 2011
New York Life Insurance Company January 2009 - August 2009
New York Life Insurance Company January 2007 - January 2009
Education
Webber International University 2003 — 2005
Bachelor of Science, Hospitality Business Management 2005
Florida State University
Brice Mackin MCC Life Brokerage June 2014 - Present
AAA Auto Club South March 2014 - June 2014
Northeast Underwriters October 2011 - March 2014
Principal Financial Group August 2010 - August 2013
Westshore Financial Group January 2009 - August 2010
Skills
Financial Services, Insurance, Group Insurance, Fixed Annuities, Indexed Annuities, Wealth Accumulation, IRAs, Retirement, Risk Management, Credit, Employee Benefits, Mortgage Lending
Education
University of Florida
B.S., College of Health & Human Performance
USAA May 2011 - Present
Westshore Financial Group April 2008 - April 2011
Southgate Financial Group January 2006 - January 2008
H&R Block Mortgage 1998 - 2005
The Associates February 1997 - April 1998
Great Western Bank August 1993 - February 1997
Skills
Leadership, Mortgage Banking, Management, Mortgage Lending, Credit, Loan Origination, Sales, Finance, Team Building, Loans, Program Management, Business Planning, Real Estate, Underwriting, Banking, FHA, Coaching, Residential Mortgages, Refinance, Strategic Planning, Customer Service, Sales Management, Investments, Insurance, Strategy, FHA Financing, Financial Services
Education
University of Florida 1990 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Steve Bennett, ChFC Wealthcare Strategies, LLC March 2007 - Present
Westshore Financial Group 2005 - 2007
Florida Hospital Association April 1994 - December 2004
Education
The American College 2001 — 2003
Financial
Florida State University - College of Business 1985 — 1988
Bachelor of Science (B.S.), Marketing
Paul LaBarbera Westshore Financial Group May 2008 - Present
Southgate Financial Group June 2005 - December 2007
H&R Block Mortgage April 1998 - May 2005
The Associates January 1997 - March 1998
Great Western Bank November 1993 - December 1996
Education
University of Florida 1989 — 1993
BS, Business Finance
Justin Loesch Advent Software August 2015 - Present
Advent Software October 2014 - Present
Advent Software October 2013 - October 2014
Chemtek, Inc. March 2013 - September 2013
Westshore Financial Group September 2012 - December 2012
East Lake Woodlands Country Club November 2007 - November 2012
University of South Florida January 2012 - May 2012
Skills
Entrepreneurship, New Business Development, Leadership, Sales, Microsoft Office, Customer Service, Small Business, Public Speaking, Strategic Planning, Management, Marketing, Social Media Marketing, Financial Analysis, Coaching, Business Strategy, Recruiting, Investments, Insurance, Finance, Marketing Strategy, Negotiation, Inventory Management, Sales Process, Market Research, Salesforce.com, Red Hat Linux
Education
Jacksonville University 2014 — 2016
Master’s Degree, Business Administration and Management, General
University of South Florida 2010 — 2012
Business, Entrepreneurship/Entrepreneurial Studies
Sean D. Schreiber Westshore Financial Group August 2013 - August 2015
The Bailey Group February 2011 - July 2013
Private Consulting September 2008 - February 2011
BB&T January 2005 - September 2008
Bank of America January 2004 - December 2004
Olympian Mortgage August 2002 - December 2003
Country Home Mortgage May 2002 - August 2002
CSX Technology March 2000 - March 2002
CSX Technology 2000 - 2002
Skills
Finance, Retirement Planning, Permanent Life Insurance, Term Life Insurance, Licensed Life & Health..., Disability Insurance, Wealth Management, Financial Strategies, Sales, Management, Insurance, Customer Service, Credit
Education
Auburn University 1985 — 1992
Bachelor of Arts, Political Science
Ramstein American High School, Ramstein AFB, Germany
NEENA LEWIS Westshore Financial Group May 2015 - Present
Westshore Financial Group May 2015 - Present
AIG February 2014 - May 2015
THE MAN'S SHOP LLC January 2011 - July 2013
Self-employed January 1996 - October 2010
United Global Outreach, Inc October 2008 - September 2010
Mens Apparel January 1996 - October 2008
Skills
Sales, Fashion Buying, Entrepreneurship, Marketing, TV SHOWS, Magazines, Fashion Shows, Retail Buying, Retail Category..., Visual Merchandising, Fashion, Retail, Nonprofits, Brand Development, Finance, Merchandising, TV series, Marketing Strategy, Customer Service, Insurance, Leadership
Education
University of Kentucky 1990 — 1992
Valencia Community College
Brian Lawandus, ChFC ® Knights of Columbus October 2008 - Present
Westshore Financial Group February 2008 - October 2008
Accredited Home Lenders May 2005 - February 2008
United States Air Force May 2001 - May 2005
Skills
Customer Service, Team Building, Financial Analysis, Sales, Whole Life, Risk Management, Long Term Care Insurance, Microsoft Excel, Term Life Insurance, Fixed Annuities, Disability Insurance, Leadership, Life Insurance, Management, Training, Insurance, Public Speaking, Long-term Care, Roth IRA, Budgets, Microsoft Office, IRAs, Retirement Planning, Financial Planning, Estate Planning, Small Business, Strategic Planning, Retirement
Education
The American College 2013 — 2014
ChFC
St. Petersburg College 2009 — 2012
BS, Biology/Biological Sciences, General
State University of New York at Buffalo 1999 — 2001
BS, Aerospace, Aeronautical and Astronautical Engineering