Associated Financial Services
Description
Address: 12 Chestnut St # A, Ridgewood, NJ 07450 Phone: (201) 445-6164: Place name: : : : : Category: : Hours: Website: Category: Insurance agency 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Associated Financial Services Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Associated Financial Services Employees
Employee
Years
Job
Industry
Balu Balasubramanian Balu Balasubramanian's Associated Financial Services Experience 1991 - 2000
Job Chief Executive Officer at eNoah iSolutions Inc ; Principal,EPeNoah
Industry Information Technology and Services
Experience
eNoah iSolutions August 2006 - Present
EPeNoah August 2006 - Present
LPL Financial December 2002 - March 2005
Associated Financial Services 1991 - 2000
Skills
Management, Business Analysis, Vendor Management, Insurance, Sales Management, Strategic Planning, Business Development, Business Intelligence, Strategy, Financial Services, Enterprise Software, Business Strategy, Outsourcing, Investments, Project Management, Asset Management, Process Improvement, Portfolio Management, Series 7, Series 63, Team Management, CRM, Strategic Financial..., Consulting, Business Process..., Sales, Entrepreneurship, Business Process, Leadership, Start-ups, Analytics, Marketing, Change Management, Financial Planning, Program Management, Requirements Analysis, Business Planning, SaaS, ERP, Life Insurance, Risk Management, SDLC, IT Strategy, Executive Management, Operations Management, Software Project..., Integration, Product Management, Pre-sales, Strategic Partnerships
Education
Pacific States University
Master of Business Administration (MBA), International Marketing
Pacific States University
Bachelor's degree, Electrical and Electronics Engineering
eNoah iSolutions August 2006 - Present
EPeNoah August 2006 - Present
LPL Financial December 2002 - March 2005
Associated Financial Services 1991 - 2000
Skills
Management, Business Analysis, Vendor Management, Insurance, Sales Management, Strategic Planning, Business Development, Business Intelligence, Strategy, Financial Services, Enterprise Software, Business Strategy, Outsourcing, Investments, Project Management, Asset Management, Process Improvement, Portfolio Management, Series 7, Series 63, Team Management, CRM, Strategic Financial..., Consulting, Business Process..., Sales, Entrepreneurship, Business Process, Leadership, Start-ups, Analytics, Marketing, Change Management, Financial Planning, Program Management, Requirements Analysis, Business Planning, SaaS, ERP, Life Insurance, Risk Management, SDLC, IT Strategy, Executive Management, Operations Management, Software Project..., Integration, Product Management, Pre-sales, Strategic Partnerships
Education
Pacific States University
Master of Business Administration (MBA), International Marketing
Pacific States University
Bachelor's degree, Electrical and Electronics Engineering
Yossi Gottfried, MSA Yossi Gottfried, MSA's Associated Financial Services Experience January 2013 - Present
Job Business Interruption Analyst
Industry Insurance
Experience
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Globe Midwest / Adjusters International November 2008 - Present
Associated Financial Services January 2013 - Present
Mass Mutual June 2006 - Present
Ohr Sameach 2003 - 2005
Morgan Stanley January 2003 - May 2003
Doral Bank January 2000 - December 2002
Skills
Life & Health Insurance..., Financial Planning, Estate Planning, Retirement Planning, Long Term Care, Business Continuity, Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance
Education
Wayne State University 2010 — 2012
Master of Science (MS), Accounting
Yeshiva University 1999 — 2003
Finance, Business, Management, Marketing, and Accounting
The Hebrew University 1999 — 2002
Freshman year abroad
Or Sameach 2003 — 2005
West Bloomfield High School 1996 — 1999
bet sefer
Lacey Goare Lacey Goare's Associated Financial Services Experience June 2008 - March 2009
Job Store Planner at EXPRESS
Industry Retail
Experience
EXPRESS August 2014 - Present
EXPRESS April 2013 - August 2014
Motorists Insurance Group July 2011 - April 2013
Motorists Insurance Group June 2009 - July 2011
Associated Financial Services June 2008 - March 2009
Citi April 2008 - June 2008
Meijer, Inc July 2004 - April 2008
Skills
Microsoft Excel, Microsoft Word, Outlooksoft, EAS, Microsoft Office, adobe, Customer Service, Financial Reporting, Account Reconciliation, Journal Entries, Monthly Managerial..., Annual Statement, Outlook, Time Management, Process Improvement, Auditing
Education
Bowling Green State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Bowling Green State University
EXPRESS August 2014 - Present
EXPRESS April 2013 - August 2014
Motorists Insurance Group July 2011 - April 2013
Motorists Insurance Group June 2009 - July 2011
Associated Financial Services June 2008 - March 2009
Citi April 2008 - June 2008
Meijer, Inc July 2004 - April 2008
Skills
Microsoft Excel, Microsoft Word, Outlooksoft, EAS, Microsoft Office, adobe, Customer Service, Financial Reporting, Account Reconciliation, Journal Entries, Monthly Managerial..., Annual Statement, Outlook, Time Management, Process Improvement, Auditing
Education
Bowling Green State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Bowling Green State University
Barbara Gilliam White Barbara Gilliam White's Associated Financial Services Experience 1993 - 1995
Job Office Manager at Pickering Installations Inc.
Industry Warehousing
Experience
Pickering Installations Inc. March 2015 - Present
BOX Partners November 2012 - March 2015
PAPA SAVERIO'S November 2011 - March 2015
EBSCO INDUSTRIES, INC January 2008 - February 2012
PAPA SAVERIO'S March 2005 - January 2012
THE MADDEN GROUP July 2003 - February 2005
DEUTSCHE FINANCIAL SERVICES nka CG Commercial December 1996 - June 2002
DOLLAR MORTGAGE 1995 - 1996
ASSOCIATED FINANCIAL SERVICES 1993 - 1995
CENTURY 21 NORTHWEST 1991 - 1993
Skills
Microsoft Word, Microsoft Excel, Office 2010, Microsoft Office 2007, Microsoft Office 2003, PowerPoint, Access, Outlook, Outlook Express, Lotus Notes, Data Entry, Receptionist Duties, Telephone Reception, Medicare/Medicaid..., Customer Service, Spreadsheets, Invoicing, Telephone Skills, Administrative..., Management, Windows 7, Teamwork, Troubleshooting, Microsoft Office, Office Equipment, Interviews, Call Centers, Team Leadership, Order Processing, Payroll, Time Management, Team Building, Customer Satisfaction, Administration, Leadership, Administrative..., Account Management, Communication, Training, Marketing, Inventory Management, Problem Solving, Budgets, Scheduling
Education
McHenry County College 2012 — 2014
Associate's Degree, Business Administration and Management, General
Wheeling High School, Wheeling, IL 1984 — 1988
High School
Pickering Installations Inc. March 2015 - Present
BOX Partners November 2012 - March 2015
PAPA SAVERIO'S November 2011 - March 2015
EBSCO INDUSTRIES, INC January 2008 - February 2012
PAPA SAVERIO'S March 2005 - January 2012
THE MADDEN GROUP July 2003 - February 2005
DEUTSCHE FINANCIAL SERVICES nka CG Commercial December 1996 - June 2002
DOLLAR MORTGAGE 1995 - 1996
ASSOCIATED FINANCIAL SERVICES 1993 - 1995
CENTURY 21 NORTHWEST 1991 - 1993
Skills
Microsoft Word, Microsoft Excel, Office 2010, Microsoft Office 2007, Microsoft Office 2003, PowerPoint, Access, Outlook, Outlook Express, Lotus Notes, Data Entry, Receptionist Duties, Telephone Reception, Medicare/Medicaid..., Customer Service, Spreadsheets, Invoicing, Telephone Skills, Administrative..., Management, Windows 7, Teamwork, Troubleshooting, Microsoft Office, Office Equipment, Interviews, Call Centers, Team Leadership, Order Processing, Payroll, Time Management, Team Building, Customer Satisfaction, Administration, Leadership, Administrative..., Account Management, Communication, Training, Marketing, Inventory Management, Problem Solving, Budgets, Scheduling
Education
McHenry County College 2012 — 2014
Associate's Degree, Business Administration and Management, General
Wheeling High School, Wheeling, IL 1984 — 1988
High School
Christina Chiaradonna Christina Chiaradonna's Associated Financial Services Experience June 2009 - December 2010
Job Key Financial Consultant at Xcel Energy
Industry Oil & Energy
Experience
Xcel Energy March 2015 - Present
Xcel Energy December 2013 - March 2015
Balfour Beatty Communities December 2010 - October 2013
Associated Financial Services June 2009 - December 2010
Skills
Property Management, Contract Negotiation, Budgets, Contract Management, Financial Analysis, Real Estate Development, Construction Management, Due Diligence, Microsoft Excel, Investment Properties, Real Estate, Asset Management, Yardi, Feasibility Studies, Apartments, Construction, Residential Homes, Negotiation, Project Planning, Team Building, Leases, Affordable Housing, Project Management, Strategic Planning, Proposal Writing, Argus Modeling, Finance, Lease Administration, Entitlements, Facilities Management, Mergers & Acquisitions, Process Scheduler, Accounting, Financial Modeling, Real Estate Financing, Real Estate Economics, Disposition, Corporate Real Estate, Land Development, Tenant, Real Estate Private..., Management, Leadership, Real Estate Transactions, Customer Service, Fair Housing, Commercial Real Estate, Accounts Payable, Rentals, Operations Management
Education
Rowan University 2005 — 2009
Bachelor of Applied Science (BASc), Finance
Xcel Energy March 2015 - Present
Xcel Energy December 2013 - March 2015
Balfour Beatty Communities December 2010 - October 2013
Associated Financial Services June 2009 - December 2010
Skills
Property Management, Contract Negotiation, Budgets, Contract Management, Financial Analysis, Real Estate Development, Construction Management, Due Diligence, Microsoft Excel, Investment Properties, Real Estate, Asset Management, Yardi, Feasibility Studies, Apartments, Construction, Residential Homes, Negotiation, Project Planning, Team Building, Leases, Affordable Housing, Project Management, Strategic Planning, Proposal Writing, Argus Modeling, Finance, Lease Administration, Entitlements, Facilities Management, Mergers & Acquisitions, Process Scheduler, Accounting, Financial Modeling, Real Estate Financing, Real Estate Economics, Disposition, Corporate Real Estate, Land Development, Tenant, Real Estate Private..., Management, Leadership, Real Estate Transactions, Customer Service, Fair Housing, Commercial Real Estate, Accounts Payable, Rentals, Operations Management
Education
Rowan University 2005 — 2009
Bachelor of Applied Science (BASc), Finance
Diane McCann's Associated Financial Services Experience June 2013 - July 2015
Job Self Employeed Sales and Training Consultant
Industry Financial Services
Experience
Associated Financial Services June 2013 - July 2015
BMO Harris Institute for Learning - US May 1992 - June 2013
American Institute for Banking January 1986 - December 1989
Skills
Program Development, Training Delivery, Adult Education, Securities, Brokerage, Investments, Cross-functional Team..., Strategic Communications, Life Insurance, Health Insurance, Banking, Portfolio Management, Sales, Finance, Training
Education
Marquette University 1974 — 1976
Business, Management, Marketing, and Related Support Services
UW Milwaukee 1970 — 1971
Finance, General
Associated Financial Services June 2013 - July 2015
BMO Harris Institute for Learning - US May 1992 - June 2013
American Institute for Banking January 1986 - December 1989
Skills
Program Development, Training Delivery, Adult Education, Securities, Brokerage, Investments, Cross-functional Team..., Strategic Communications, Life Insurance, Health Insurance, Banking, Portfolio Management, Sales, Finance, Training
Education
Marquette University 1974 — 1976
Business, Management, Marketing, and Related Support Services
UW Milwaukee 1970 — 1971
Finance, General
Thomas G McClelland's Associated Financial Services Experience 1985 - 1991
Job Controller and Business Manager
Industry Accounting
Experience
Manhattan Financial Group, Inc. November 2008 - 2013
Dollar Mortgage Corporation November 1995 - July 2007
Arjet Corporation March 1992 - September 1995
Associated Financial Services 1985 - 1991
Skills
Financial Analysis, Cash Management, Financial Reporting, Banking, Internal Controls, Budgets, Financial Modeling, Auditing, Cash Flow, Microsoft Excel, Forecasting, General Ledger, Credit, Financial Accounting, Loans, Strategic Financial..., Finance, Strategic Planning, Mortgage Banking, Accounting, Management, Mortgage Lending, Customer Service
Education
San Diego State University-California State University 1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Monica College 1975 — 1977
Associate of Arts (AA), Accounting and Business/Management
Manhattan Financial Group, Inc. November 2008 - 2013
Dollar Mortgage Corporation November 1995 - July 2007
Arjet Corporation March 1992 - September 1995
Associated Financial Services 1985 - 1991
Skills
Financial Analysis, Cash Management, Financial Reporting, Banking, Internal Controls, Budgets, Financial Modeling, Auditing, Cash Flow, Microsoft Excel, Forecasting, General Ledger, Credit, Financial Accounting, Loans, Strategic Financial..., Finance, Strategic Planning, Mortgage Banking, Accounting, Management, Mortgage Lending, Customer Service
Education
San Diego State University-California State University 1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Santa Monica College 1975 — 1977
Associate of Arts (AA), Accounting and Business/Management
Debbie Etkin's Associated Financial Services Experience 1994 - 1995
Job Premium Marketing at ME Productions
Industry Events Services
Experience
ME Productions 1996 - 2011
Alliance Medical 1995 - 1996
Associated Financial Services 1994 - 1995
First Equity Group 1987 - 1994
Lyons, Zomback & Ostrowski 1985 - 1986
Ryan Beck & Co. 1984 - 1985
First Manhattan Co. 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
ME Productions 1996 - 2011
Alliance Medical 1995 - 1996
Associated Financial Services 1994 - 1995
First Equity Group 1987 - 1994
Lyons, Zomback & Ostrowski 1985 - 1986
Ryan Beck & Co. 1984 - 1985
First Manhattan Co. 1982 - 1984
Education
University of Florida 1978 — 1982
BS, Finance
Pat Tunney's Associated Financial Services Experience May 1995 - Present
Job PARTNER at ASSOCIATED FINANCIAL SERVICES
Industry Financial Services
Experience
ASSOCIATED FINANCIAL SERVICES May 1995 - Present
Education
Loyola University Maryland
BA, MBA, ACTG.BUSINESS MGT, ECONOMICS
ASSOCIATED FINANCIAL SERVICES May 1995 - Present
Education
Loyola University Maryland
BA, MBA, ACTG.BUSINESS MGT, ECONOMICS
Sandy Kite's Associated Financial Services Experience September 1992 - February 2004
Job Loan Officer at Mortgage Company at 1st Advantage Mortgage
Industry Banking
Experience
1st Advantage Mortgage Senior Mortgage Loan OfficerThird Coast MortgageJanuary 2011 - February 2014
Associated Financial Services September 1992 - February 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit Analysis, Mortgage Lending, Loans
Education
University of Illinois at Urbana-Champaign
B.S. In Educatrion, Elementary Education and Teaching
1st Advantage Mortgage Senior Mortgage Loan OfficerThird Coast MortgageJanuary 2011 - February 2014
Associated Financial Services September 1992 - February 2004
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Credit Analysis, Mortgage Lending, Loans
Education
University of Illinois at Urbana-Champaign
B.S. In Educatrion, Elementary Education and Teaching