Acacia Financial Group LLC
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Acacia Financial Group LLC Employees
Employee
Years
Job
Industry
Christen Dorsa Christen Dorsa's Acacia Financial Group LLC Experience May 2013 - December 2013
Job Broker
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - January 2015
Acacia Financial Group LLC May 2013 - December 2013
Fairgrounds Racecourse & Slots July 2011 - April 2012
Van Eaton & Romero Realtors April 2011 - April 2011
Skills
Social Networking, Online Advertising, Public Relations, Adobe Creative Suite, Customer Service, Microsoft Excel, Advertising, Marketing Strategy, Event Management, Product Marketing, Event Planning, Finance, Casino, Business Strategy, Analysis, Management, Fundraising, Strategic Planning, Market Research, Recruiting, Sales, Team Building, Leadership, Marketing, Microsoft Word, Public Speaking, PowerPoint, Retail, Direct Marketing, Brand Development, Performance Management, Newsletters, Team Leadership, Personal Finance, Communication, Organization, Outlook, Financial Analysis, Investments, Corporate Finance, Life Insurance, Insurance
Education
Loyola University New Orleans 2009 — 2012
Bachelor, Business
Tulane University
Legal Studies, General
New York Life Insurance Company January 2014 - January 2015
Acacia Financial Group LLC May 2013 - December 2013
Fairgrounds Racecourse & Slots July 2011 - April 2012
Van Eaton & Romero Realtors April 2011 - April 2011
Skills
Social Networking, Online Advertising, Public Relations, Adobe Creative Suite, Customer Service, Microsoft Excel, Advertising, Marketing Strategy, Event Management, Product Marketing, Event Planning, Finance, Casino, Business Strategy, Analysis, Management, Fundraising, Strategic Planning, Market Research, Recruiting, Sales, Team Building, Leadership, Marketing, Microsoft Word, Public Speaking, PowerPoint, Retail, Direct Marketing, Brand Development, Performance Management, Newsletters, Team Leadership, Personal Finance, Communication, Organization, Outlook, Financial Analysis, Investments, Corporate Finance, Life Insurance, Insurance
Education
Loyola University New Orleans 2009 — 2012
Bachelor, Business
Tulane University
Legal Studies, General
Kevin Marsh, JD Kevin Marsh, JD's Acacia Financial Group LLC Experience January 2008 - Present
Job Volunteer Position
Industry Financial Services
Experience
Washington State Voter Protection August 2012 - Present
Acacia Financial Group LLC January 2008 - Present
XShares Securities LLC 2008 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2003 - June 2005
Van Kampen Investments August 1993 - August 2003
Pilgrim Group 1999 - 2003
Skills
Portfolio Management, Banking, Risk Management, Financial Analysis, Credit, Fixed Income, Loans, Asset Managment, Strategic Planning, Capital Markets, Derivatives, Valuation, Investment Banking, Mergers, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Mergers & Acquisitions, Series 63, Mutual Funds, Securities
Education
Boston University 2014 — 2015
CFP Designation, Certified Financial Planner, A
The John Marshall Law School 1980 — 1984
Doctor of Law (JD), Law
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Arts (B.A.), History, Chemistry
Washington State Voter Protection August 2012 - Present
Acacia Financial Group LLC January 2008 - Present
XShares Securities LLC 2008 - 2009
John Hancock Life Insurance Company (U.S.A.) August 2003 - June 2005
Van Kampen Investments August 1993 - August 2003
Pilgrim Group 1999 - 2003
Skills
Portfolio Management, Banking, Risk Management, Financial Analysis, Credit, Fixed Income, Loans, Asset Managment, Strategic Planning, Capital Markets, Derivatives, Valuation, Investment Banking, Mergers, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Mergers & Acquisitions, Series 63, Mutual Funds, Securities
Education
Boston University 2014 — 2015
CFP Designation, Certified Financial Planner, A
The John Marshall Law School 1980 — 1984
Doctor of Law (JD), Law
Southern Illinois University, Carbondale 1976 — 1980
Bachelor of Arts (B.A.), History, Chemistry
Derek Grantz's Acacia Financial Group LLC Experience February 2012 - September 2013
Job Senior Healthcare Advisors, LLC
Industry Insurance
Experience
Senior Healthcare Advisors, LLC September 2013 - Present
Acacia Financial Group LLC February 2012 - September 2013
Ameritas February 2012 - September 2013
Colonial Life January 2010 - January 2012
Just Rite Supply November 2005 - January 2010
Skills
Life Insurance, Health Insurance, Medicare Prescription..., Public Speaking, Medicare Part D, Medicare Advantage, Medicare Supplements, Universal Life Insurance, Insurance, Medicare, Customer Service
Education
University of New Orleans 1986 — 1990
Clifton L Ganus
Senior Healthcare Advisors, LLC September 2013 - Present
Acacia Financial Group LLC February 2012 - September 2013
Ameritas February 2012 - September 2013
Colonial Life January 2010 - January 2012
Just Rite Supply November 2005 - January 2010
Skills
Life Insurance, Health Insurance, Medicare Prescription..., Public Speaking, Medicare Part D, Medicare Advantage, Medicare Supplements, Universal Life Insurance, Insurance, Medicare, Customer Service
Education
University of New Orleans 1986 — 1990
Clifton L Ganus
Nina Caufield Nina Caufield's Acacia Financial Group LLC Experience May 2012 - March 2015
Job Business Strategist at Fieldpoint Private
Industry Financial Services
Experience
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Fieldpoint Private April 2015 - Present
Acacia Financial Group LLC May 2012 - March 2015
Nina's Ice Cream Parlor May 2008 - April 2012
Smith College April 2009 - May 2011
UBS Wealth Management May 2010 - August 2010
Skills
Finance, Business Planning, Financial Modeling, Municipal Bonds, Financial Analysis, Microsoft Excel, Data Analysis, Equities, Bloomberg, Marketing, Strategic Planning, PowerPoint, Public Sector Financial...
Education
Smith College 2007 — 2011
BA, Economics, Chemistry
Smith College 2007 — 2011
Bachelor's degree, Economics
Anthony Inverso Anthony Inverso's Acacia Financial Group LLC Experience April 2006 - July 2007
Job Senior Managing Director at Phoenix Advisors, LLC
Industry Financial Services
Experience
Phoenix Advisors, LLC January 2013 - Present
Phoenix Advisors, LLC July 2007 - Present
Acacia Financial Group LLC April 2006 - July 2007
Public Financial Management August 2004 - April 2006
Commerce Capital Markets, Inc. 1998 - 2004
Skills
Capital Markets, Fixed Income, Bonds, Alternative Investments, Investment Banking, Financial Modeling, Bloomberg, Investments, Securities, Portfolio Management, Investment Management, Due Diligence, Asset Allocation, Financial Analysis, Series 63, Investment Strategies, Derivatives, Financial Markets, Interest Rate..., Credit Analysis, Public Finance, Economics, Finance, Financial Advisory, Financial Structuring, Structured Finance, Valuation
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance, Economics
Notre Dame High School 1989 — 1993
High School
Hun School of Princeton 1986 — 1989
Phoenix Advisors, LLC January 2013 - Present
Phoenix Advisors, LLC July 2007 - Present
Acacia Financial Group LLC April 2006 - July 2007
Public Financial Management August 2004 - April 2006
Commerce Capital Markets, Inc. 1998 - 2004
Skills
Capital Markets, Fixed Income, Bonds, Alternative Investments, Investment Banking, Financial Modeling, Bloomberg, Investments, Securities, Portfolio Management, Investment Management, Due Diligence, Asset Allocation, Financial Analysis, Series 63, Investment Strategies, Derivatives, Financial Markets, Interest Rate..., Credit Analysis, Public Finance, Economics, Finance, Financial Advisory, Financial Structuring, Structured Finance, Valuation
Education
University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Finance, General
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance, Economics
Notre Dame High School 1989 — 1993
High School
Hun School of Princeton 1986 — 1989
Sarah Albamonte Sarah Albamonte's Acacia Financial Group LLC Experience January 1992 - January 1993
Job Financial Educator Volunteer
Industry Primary/Secondary Education
Experience
Self-employed January 2014 - Present
Fairfax County Public Schools September 2007 - June 2014
Acacia Financial Group LLC January 1992 - January 1993
Dickstein Shapiro LLP January 1983 - January 1987
Skills
Statistics, Applied Statistics, Instructional Technology, Curriculum Design, Technology Integration, AP Calculus, Geometry, Mathematics Education, Tutoring
Education
Emory University
Bachelor's degree, Philosophy and Mathematics
Northern Virginia Community College
Associate of Science (A.S.), Mathematics
Self-employed January 2014 - Present
Fairfax County Public Schools September 2007 - June 2014
Acacia Financial Group LLC January 1992 - January 1993
Dickstein Shapiro LLP January 1983 - January 1987
Skills
Statistics, Applied Statistics, Instructional Technology, Curriculum Design, Technology Integration, AP Calculus, Geometry, Mathematics Education, Tutoring
Education
Emory University
Bachelor's degree, Philosophy and Mathematics
Northern Virginia Community College
Associate of Science (A.S.), Mathematics
Roselyn Wilkinson, CFP® Roselyn Wilkinson, CFP®'s Acacia Financial Group LLC Experience 1992 - 1999
Job Certified Financial Planner and President at MD&A Financial Management Co.
Industry Financial Services
Experience
MD&A Financial Management Co. September 1999 - Present
Berthel Fisher & Company Financial Services 1999 - Present
Acacia Financial Group LLC 1992 - 1999
Mechanics Savings Bank 1989 - 1990
Skills
Series 7, Strategic Financial..., Wealth Management, Securities, Estate Planning, Portfolio Management, Uniform Combined State..., IRAs, Investments, Stocks, Bonds, Mutual Funds, Investment Advisory, Multi-generational..., Asset Management, General Securities..., Variable Annuities, Life Insurance, Exchange Traded..., College Savings Plans, Long Term Care Insurance, Financial Advisory, Series 63, Series 65
Education
Carnegie Mellon University - H. John Heinz III College
Heinz Negotiation Academy for Women
Leadership Pittsburgh 2009 — 2010
Class XXVI
Certified Financial Planner Board of Standards
CFP(r), Financial Planning
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA
Bucknell University
BA
Kingswood School Cranbrook
MD&A Financial Management Co. September 1999 - Present
Berthel Fisher & Company Financial Services 1999 - Present
Acacia Financial Group LLC 1992 - 1999
Mechanics Savings Bank 1989 - 1990
Skills
Series 7, Strategic Financial..., Wealth Management, Securities, Estate Planning, Portfolio Management, Uniform Combined State..., IRAs, Investments, Stocks, Bonds, Mutual Funds, Investment Advisory, Multi-generational..., Asset Management, General Securities..., Variable Annuities, Life Insurance, Exchange Traded..., College Savings Plans, Long Term Care Insurance, Financial Advisory, Series 63, Series 65
Education
Carnegie Mellon University - H. John Heinz III College
Heinz Negotiation Academy for Women
Leadership Pittsburgh 2009 — 2010
Class XXVI
Certified Financial Planner Board of Standards
CFP(r), Financial Planning
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA
Bucknell University
BA
Kingswood School Cranbrook
Mickey Wakely Mickey Wakely's Acacia Financial Group LLC Experience 1985 - 1990
Job Operations/Supply Chain Management
Industry Logistics and Supply Chain
Experience
Weston Entertainment February 2001 - October 2008
Spinal Specialties January 1992 - January 2001
Acacia Financial Services January 1981 - September 1991
Acacia Financial Group LLC 1985 - 1990
Skills
Operations Management, Supply Chain, Inventory, Multi-unit, Logistics, Finance, Leadership, Start-ups, Turn-around Operations, Forecasting, Mergers & Acquisitions, Strategic Planning, Business Development, Team Building, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1978
BBA, Finance
Texas Tech University 1975 — 1978
Finance, General
Weston Entertainment February 2001 - October 2008
Spinal Specialties January 1992 - January 2001
Acacia Financial Services January 1981 - September 1991
Acacia Financial Group LLC 1985 - 1990
Skills
Operations Management, Supply Chain, Inventory, Multi-unit, Logistics, Finance, Leadership, Start-ups, Turn-around Operations, Forecasting, Mergers & Acquisitions, Strategic Planning, Business Development, Team Building, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1978
BBA, Finance
Texas Tech University 1975 — 1978
Finance, General
Fiona McCarthy Fiona McCarthy's Acacia Financial Group LLC Experience September 2010 - January 2012
Job KPMG Advisory
Industry Financial Services
Experience
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
KPMG Corporate Finance LLC January 2012 - Present
Acacia Financial Group LLC September 2010 - January 2012
New York City Economic Development Corporation November 2008 - August 2010
Merrill Lynch August 2007 - November 2008
Skills
Financial Modeling, Valuation, Project Management, Public Finance
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance
Georgetown University 2003 — 2007
B.A., Government and International Relations
Carol Howarth's Acacia Financial Group LLC Experience May 2011 - Present
Job Vice President, Acacia Financial Group
Industry Financial Services
Experience
Acacia Financial Group LLC May 2011 - Present
Education
The University of Chicago Booth School of Business 1986 — 1988
Whitman College 1980 — 1984
BA
Acacia Financial Group LLC May 2011 - Present
Education
The University of Chicago Booth School of Business 1986 — 1988
Whitman College 1980 — 1984
BA
Phoebe Selden's Acacia Financial Group LLC Experience May 2011 - Present
Job Senior Vice President at Acacia Financial Group LLC
Industry Financial Services
Experience
Acacia Financial Group LLC May 2011 - Present
Scott Balice Strategies 2003 - May 2011
Moody's Investors Service 2002 - 2003
City of Chicago 1990 - 2002
Ernst & Young 1984 - 1990
Skills
Transportation, Mergers & Acquisitions, Credit Analysis, Government, Risk Management, Budgets, Structured Finance, Public/private..., Highways, Municipalities, Water, Public Finance, Economic Development, Capital Markets, Rail, Private Equity, Municipal Bonds, Finance, Strategic Planning, Local Government, Financial Reporting, Toll Roads, Cash Management, Financial Modeling, Public Transport, Securities, Infrastructure, Policy, Credit, Strategic Financial..., Public Sector, Financial Structuring, Investments, Due Diligence, Investment Banking, Financial Analysis, Accounting, Contract Negotiation, Public Policy, Parking, Financial Advisory, Project Finance, Bonds, Nonprofits, Program Management, Managerial Finance, Project Management
Education
DePaul University
Carleton College 1973 — 1976
St. Anne's
St. Anne's
St. Anne's
St. Anne's
Acacia Financial Group LLC May 2011 - Present
Scott Balice Strategies 2003 - May 2011
Moody's Investors Service 2002 - 2003
City of Chicago 1990 - 2002
Ernst & Young 1984 - 1990
Skills
Transportation, Mergers & Acquisitions, Credit Analysis, Government, Risk Management, Budgets, Structured Finance, Public/private..., Highways, Municipalities, Water, Public Finance, Economic Development, Capital Markets, Rail, Private Equity, Municipal Bonds, Finance, Strategic Planning, Local Government, Financial Reporting, Toll Roads, Cash Management, Financial Modeling, Public Transport, Securities, Infrastructure, Policy, Credit, Strategic Financial..., Public Sector, Financial Structuring, Investments, Due Diligence, Investment Banking, Financial Analysis, Accounting, Contract Negotiation, Public Policy, Parking, Financial Advisory, Project Finance, Bonds, Nonprofits, Program Management, Managerial Finance, Project Management
Education
DePaul University
Carleton College 1973 — 1976
St. Anne's
St. Anne's
St. Anne's
St. Anne's
Shannon Impastato's Acacia Financial Group LLC Experience April 2010 - 2011
Job Owner, SWI Consulting Services, LLC
Industry Management Consulting
Experience
SWI Consulting Services, LLC June 2007 - Present
Acacia Financial Group LLC April 2010 - 2011
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Business Process..., Process Improvement, Public Speaking, Coaching, Health Insurance, Research, Marketing
Education
University of Phoenix 2002 — 2004
MBA, Concentration in Healthcare Management
Louisiana State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
SWI Consulting Services, LLC June 2007 - Present
Acacia Financial Group LLC April 2010 - 2011
Skills
Management Consulting, Business Strategy, Change Management, Strategic Planning, Project Management, Business Analysis, Program Management, Microsoft Office, Business Process..., Process Improvement, Public Speaking, Coaching, Health Insurance, Research, Marketing
Education
University of Phoenix 2002 — 2004
MBA, Concentration in Healthcare Management
Louisiana State University 1996 — 2000
Bachelor of Science (B.S.), Marketing
Mark Kurz's Acacia Financial Group LLC Experience 1995 - 1996
Job Sr. Director, Compensation and Benefits
Industry Financial Services
Experience
Sallie Mae 2008 - 2011
Sallie Mae 2005 - 2008
Sallie Mae 2004 - 2005
Sallie Mae 2000 - 2004
Sallie Mae 1999 - 2000
BTG, Inc 1997 - 1999
BTG, Inc 1996 - 1997
Acacia Financial Group LLC 1995 - 1996
NADA 1991 - 1995
NADA 1990 - 1991
Skills
401k, Benefits Administration, Onboarding, HRIS, Performance Management, Employee Benefits, Deferred Compensation, PeopleSoft, Vendor Management, New Hire Orientations, Training, Human Resources, Interviews
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Arts, History
Sallie Mae 2008 - 2011
Sallie Mae 2005 - 2008
Sallie Mae 2004 - 2005
Sallie Mae 2000 - 2004
Sallie Mae 1999 - 2000
BTG, Inc 1997 - 1999
BTG, Inc 1996 - 1997
Acacia Financial Group LLC 1995 - 1996
NADA 1991 - 1995
NADA 1990 - 1991
Skills
401k, Benefits Administration, Onboarding, HRIS, Performance Management, Employee Benefits, Deferred Compensation, PeopleSoft, Vendor Management, New Hire Orientations, Training, Human Resources, Interviews
Education
Indiana University Bloomington 1985 — 1989
Bachelor of Arts, History
Dianna Geist's Acacia Financial Group LLC Experience May 2006 - December 2009
Job
Industry Financial Services
Experience
NW Financial Group January 2009 - Present
NW Financial Group 2009 - 2013
Acacia Financial Group LLC May 2006 - December 2009
NJ Asset & Rebate Management Program May 2002 - May 2006
Skills
Financial Analysis, Public Speaking, Investments, Portfolio Management, Financial Markets, Banking, Government Agencies, Government Proposals, energy related finance, Relationship Mgmt, Fundraisers, Leadership
Education
Rutgers, The State University of New Jersey-Camden
Business Administration and Management, General
NW Financial Group January 2009 - Present
NW Financial Group 2009 - 2013
Acacia Financial Group LLC May 2006 - December 2009
NJ Asset & Rebate Management Program May 2002 - May 2006
Skills
Financial Analysis, Public Speaking, Investments, Portfolio Management, Financial Markets, Banking, Government Agencies, Government Proposals, energy related finance, Relationship Mgmt, Fundraisers, Leadership
Education
Rutgers, The State University of New Jersey-Camden
Business Administration and Management, General
Stephanie Jamerson's Acacia Financial Group LLC Experience October 2014 - Present
Job Analyst at Acacia Financial Group LLC
Industry Financial Services
Experience
Acacia Financial Group LLC October 2014 - Present
Prudential Financial May 2014 - October 2014
Prudential Financial June 2013 - May 2014
Skills
Statistics, Data Analysis, Matlab, Java, Customer Service, Tutoring, HTML, Economics, Access, Programming, Stata, Time Management, Windows, LaTeX, English, Leadership, Spanish, SQL, SAS, Qualitative Research
Education
Arcadia University 2010 — 2014
Bachelor's Degree, Mathematics with Actuarial Concentration and Business Minor
Acacia Financial Group LLC October 2014 - Present
Prudential Financial May 2014 - October 2014
Prudential Financial June 2013 - May 2014
Skills
Statistics, Data Analysis, Matlab, Java, Customer Service, Tutoring, HTML, Economics, Access, Programming, Stata, Time Management, Windows, LaTeX, English, Leadership, Spanish, SQL, SAS, Qualitative Research
Education
Arcadia University 2010 — 2014
Bachelor's Degree, Mathematics with Actuarial Concentration and Business Minor