CBG Financial Group
Address: 52 Main St, Madison, NJ 07940 Phone: (973) 377-9555: : Website: Hours: : Category: : : Place name: : Website: http://www.cbgfin.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. · Own this business?Add missing informationAdd business hours 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 CBG Financial Inc Posting publicly on the Web Write a review Reviews Be the first to review
CBG Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CBG Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CBG Financial Group Employees
Citi April 2014 - Present
CitiBank - Financial Services 2013 - April 2014
CBG Financial Group 2011 - 2012
Snap Global Solutions - (formerly Snaptoys) 2011 - 2011
American Capital Ventures, Inc 2010 - 2011
Skills
Team Player/Leader, Excellent Customer..., Regulatory Compliance, Strategic Planner, Tenacious/Goals..., Excellent Written/Oral..., Consultative/Solution..., Client Needs Assessment, Bi-Lingual/Multi-Cultura..., Banking, Investments, Investment Banking, Investment Strategies, Team Leadership, Team Building, Team Management, Dependable Team Player, Strategic Planning, Strategic Financial..., Customer Satisfaction, Customer Retention, Customer Acquisition, Client Development, Manage Client..., Client Relations Skills, Strategic Consulting, Securities Regulation, Financial Regulation, Compliance, Bilingual, Multicultural, Financial Services, Strategy, Technology Needs..., Entrepreneurship, Wealth Management, Business, CRM, Mutual Funds, Leadership, Financial Markets, Finance, Vendor Management, Customer Service, Relationship Management
Education
Zig Ziglar 2012 — 2012
Corporate Training: Sales Coaching and Presentation Skills
Nova Southeastern University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Dallas Baptist University 2006 — 2008
B.S, Business Administration
City Twist August 2014 - Present
Honey September 2012 - Present
Respectable Street March 2011 - September 2012
CBG Financial Group May 2009 - December 2010
Total Credit Solutions LLC December 2009 - May 2010
CBG Financial Group May 2009 - December 2009
Summit Capital Lending January 2008 - August 2008
Tomorrows Entertainment: Communications and Network November 2007 - December 2007
Sky Capital Holdings: Brokerage Firm August 2006 - December 2007
Dubliner Irish Pub January 2006 - May 2007
Education
University of Florida 1997 — 2001
Criminal Justice, Criminology
Port Charlotte High School 1993 — 1997
General Science
Santa Fe Community College
Lakeview Health FL December 2013 - Present
Forman Capital September 2013 - November 2013
Office Depot May 2013 - August 2013
FSU Student Investment Fund August 2012 - May 2013
CBG Financial Group September 2011 - January 2012
Skills
Microsoft Excel, Finance, Analysis, Financial Modeling, Data Analysis, Microsoft Word, PowerPoint, Access, Financial Analysis, Financial Reporting, Cognos, Microsoft PowerPoint, Moody's Analytics, WRDS, Bloomberg Terminal, Argus Modeling, Oracle, Essbase, Pivot Tables, Outlook, Intacct, Forecasting
Education
Florida State University 2012 — 2013
Master of Science (MS), Finance, 3.67
Florida State University - College of Business 2008 — 2011
Bachelors, Finance, 3.41
Kforce Inc August 2014 - Present
Louis Vuitton November 2012 - February 2013
CBG Financial Group September 2012 - October 2012
Artcraft Promotional Concepts February 2012 - April 2012
Skills
QuickBooks, Ecustody, Microsoft Word, Microsoft Excel, Sales, Customer Service, Public Speaking, Healthcare, Retail, PowerPoint, Outlook, Inventory Management, Event Planning, Microsoft Office, Time Management, Marketing, Social Media, Social Networking, Teamwork, Facebook, Spanish, Training, Leadership, Recruiting, Temporary Placement
Education
Rider University 2008 — 2010
Bachelor of Arts (B.A.), Psychology
Finance & Securities October 2013 - Present
CBG Financial Group August 2012 - October 2013
Coast to Coast Publishing Group April 2009 - June 2012
International Council for Quality Care January 2007 - May 2009
Anti-Aging Clinical Consultants 2008 - 2009
The Club at Boca Pointe 2003 - 2005
Skills
Personal Injury, Event Planning, Sales, Contract Negotiation, Strategic Planning, Online Advertising, Social Media Marketing, New Business Development, Marketing Communications, Public Relations, Email Marketing, Insurance, Public Speaking, Marketing, Social Media, Start-ups, Business Development, Management, Lead Generation, Finance, SEO, Training, Team Building, Human Resources, Sales Operations, Budgets, Advertising, Fundraising, Project Planning, Customer Service
Education
Florida Atlantic University 2006 — 2008
Bachelor of Arts (B.A.)
BB&T October 2014 - June 2015
Wells Fargo Advisors October 2012 - September 2014
Boca Prestige Real Estate June 2005 - November 2012
Sterne Agee October 2009 - May 2011
CBG financial Group February 2008 - October 2009
Skills
Investments, Asset Managment, Valuation, Real Estate, Brokerage, Due Diligence, Portfolio Management, Financial Analysis, Property Management, Financial Modeling, Securities, Asset Management, Banking, Finance, Property, Credit
Education
Lynn University 1999 — 2005
Criminal Justice/Behavioral Science
York Suburban High School 1995 — 1999
Advanced Senior Care September 2013 - Present
CBG Financial Group 2008 - 2011
Skills
Negotiation, Real Estate Transactions, Start-ups, Finance, Mortgage Lending, Sales, Funding, Strategic Financial..., Business Development, Investments, Real Estate Financing, Business Networking, Asset Based Lending, Small Business Lending, Investment Banking, Sales Management, Investors, Business Strategy, Private Equity, Executive Management, Budgets, Investment Properties, Commercial Lending, Leadership, Credit, Mergers & Acquisitions, Loans, Strategy, Real Estate, Venture Capital, Small Business, Due Diligence, Selling, Portfolio Management, Commercial Real Estate, Entrepreneurship, Corporate Finance, Valuation, Asset Management, Financial Analysis, Banking, Financial Services, Restructuring, Assisted Living, Financial Planning
Education
Florida Atlantic University 2005 — 2007
Business/Finance
Spanish River Community High School 2001 — 2005
Sharks
Merrill Lynch August 2014 - Present
Morgan Stanley October 2012 - February 2014
ING Financial Partners March 2012 - September 2012
CBG Financial Group September 2011 - February 2012
Skills
Financial Services, Asset Management, Equity Trading, FX trading, Futures Trading, Series 7, Series 66, Stock Market, Emerging Markets, Financial Analysis, Portfolio Management, Bloomberg, Options, Corporate Finance
Education
Florida International University - College of Business 2014 — 2015
Master of Finance, Banking, Corporate, Finance, and Securities Law
Suffolk University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Entrepreneurship
U.E. Colegio Los Arcos 1998 — 2008
High School, Junior High/Intermediate/Middle School & High School
Wells Fargo October 2013 - Present
ASTRA/CFX Logistics April 2013 - September 2013
Wells Fargo Advisors April 2012 - March 2013
Wells Fargo April 2012 - March 2013
CBG Financial Group September 2010 - March 2012
Skills
Cross Selling, Microsoft Office, Financial Analysis, Risk Management, Customer Service, Microsoft Excel, PowerPoint, Budgets, Corporate Finance, Outlook, Process Improvement, Management, Team Building, Sales, Negotiation, Insurance, Banking, Credit, Loans, Investments, Social Media, Leadership, Strategic Planning
Education
Strayer University-Florida
Bachelor of Business Administration (BBA), Accounting and Finance
Lycee Alexandre Dumas
Baccalaureate in Science, Science
FINRA (Financial Industry Regulatory Authority)
Series 7 License - General Securities, Investments and Securities
FINRA (Financial Industry Regulatory Authority)
2-14 : Life and Variable Annuities license, Investments and Securities
FINRA (Financial Industry Regulatory Authority)
Series 63 License - Uniform Security Agent State Law, Investments and Securities
S.A.F.E Mortgage license
Equinox Sports Club May 2015 - Present
Elitebodz 2011 - Present
National Securities Corporation January 2012 - March 2014
CBG Financial Group March 2011 - December 2011
CreditMax LLC November 2007 - March 2011
Disaster Operations & Training, LLC April 2009 - January 2010
Optimum Lending Group, LLC March 2007 - November 2007
Nationstar Mortgage August 2006 - March 2007
Smith Barney January 2006 - May 2006
Skills
Loans, Relationship Management, B2B, Credit Cards, Financial Analysis, Investments, Number Crunching, Financial Modeling, Forecasting, Analytics, Microsoft Excel, Pricing, Process Improvement, Business Development, Analysis, Portfolio Management, Mortgage Lending, Finance, Financial Services, Risk Management, Leadership, Sales, Credit Analysis, Credit Risk, Sales Management, Investment Banking, Credit, Financial Risk, CRM, Call Centers, Commercial Lending, Asset, Underwriting, Consumer Lending, Banking, Loss Mitigation, Payments, Loan Origination, Funding, Strategy, Mergers & Acquisitions, Residential Mortgages, Strategic Financial..., Management, Asset Management, Due Diligence, Business Analysis, Valuation, Cash Management
Education
National Academy of Sports Medicine (NASM) 2014 — 2015
Personal Trainer Certificate (CPT), Personal Training, Pending completion
Palm Beach Atlantic University 2006 — 2008
Master's of Business Administration, Business Administration
Florida Atlantic University 2001 — 2006
Bachelor of Business Administration, Major in Finance
Landman Corsi Ballaine & Ford P.C. September 2014 - Present
The Honorable Anthony J. Parrillo, P.J.A.D., Superior Court of New Jersey, Appellate Division August 2013 - August 2014
Greenberg Traurig, LLP May 2012 - August 2012
Justice Anne M. Patterson at Supreme Court of New Jersey January 2012 - May 2012
CBG Financial Group June 2011 - August 2011
Skills
Legal Research, Corporate Law, Legal Writing, Litigation, Westlaw, Commercial Litigation, Civil Litigation, Courts, Lexis, Mediation, Appeals, Criminal Law, Securities Regulation, Trials
Education
Seton Hall Law School 2010 — 2013
Doctor of Law (J.D.), cum laude
The Catholic University of America 2006 — 2010
Bachelor of Arts (B.A.), cum laude, Political Science and Government
Association of Certified Financial Crime Specialists May 2014 - Present
BGA Consulting September 2013 - May 2014
Association of Certified Financial Crime Specialists April 2012 - September 2013
Intelagents inc. February 2011 - January 2012
CBG Financial Group February 2009 - February 2011
Skills
Banking, Financial Risk, Risk Management, Securities, Litigation Support, Credit, Fraud, Insurance, New Business Development, Finance, Series 7, Investments, OFAC, Negotiation, Credit Risk, AML, Training, Financial Services, Anti Money Laundering
Education
Miami Dade College 2011 — 2018
Bachelor of Business Administration (BBA), International Business
CBG Financial Group September 2006 - June 2012
GunnAllen Financial September 2006 - September 2009
Skills
Talent Acquisition, Onboarding, 401k
Education
Bloomsburg University of Pennsylvania 2003 — 2006
Marketing
CBG Financial Group May 2009 - May 2011
Bonds.com, Inc July 2007 - December 2008
Weiss Capital Management, Inc, Weiss Capital Securities, Inc & The Weiss Fund September 2003 - February 2007
NexTrade January 2001 - July 2002
Skills
Understanding complex..., Think creatively and..., Project management and..., Managing the..., Managing and mitigation..., Ability to aid in the..., Superior organizational..., Strong work ethic, Professional demeanor..., Relationship builder..., Integrity, Excellent leadership..., Internal controls and..., Identify and conduct..., Strategic and tactical..., Risk Management, Securities, Financial Risk, Leadership, AML, Internal Controls, Series 7, Mutual Funds, FINRA, Asset Management, Insurance, Investments, Hedge Funds, Equities, Fixed Income, Financial Services, Bonds, Series 24, Wealth Management, Analysis, Time Management, Investment Advisory, Finance, Trading, Options, Financial Regulation, Capital Markets, Alternative Investments, Derivatives, Financial Markets, Bloomberg, Due Diligence, Private Equity, Investment Banking, Fund Of Funds
Education
Colorado Technical University 2007 — 2009
Bachelors, Business Administration
CBG Financial Group September 2009 - Present
GunnAllen Financial 2006 - 2009
Permit Expediting Services, Inc. 1999 - 2006
Education
Bloomsburg University of Pennsylvania 2002 — 2006
BS, Marketing
The Window & Door Replacement Company January 2014 - Present
Wells Fargo Advisors January 2012 - August 2014
Merrill Lynch January 2012 - December 2012
CBG Financial Group November 2007 - October 2011
Classe Catering January 2002 - January 2004
U.S Navy January 2001 - January 2002
Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Equities, Retirement, Fixed Income, Investment Strategies, Portfolio Management, Securities, IRAs, Financial Advisory, Fixed Annuities, Estate Planning, Bonds, Asset Managment, 401k, Financial Analysis, Financial Modeling, Options, Wealth, Credit, Mortgage Lending, Banking, Equity Research, Life Insurance, High Net Worth..., Insurance, Pensions, Financial Planners, Financial Markets, Investment Management, Financial Services, ETFs, Wealth Management..., FINRA, Stocks, Loans, Series 65, 401k Rollovers, Private Banking, Commercial Banking, Roth IRA, Variable Annuities, Long-term Care
Education
Schenectady County Community College 2001 — 2003
Associate's degree, Criminal Justice
CBG Financial Group 2009 - 2012
Skills
Portfolio Management, Investments, Credit
Education
Bentley University 1997 — 2001
bachelor, Finance
CBG FINANCIAL GROUP February 2006 - Present
CBG FINANCIAL GROUP February 2006 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML
Education
Skidmore College
Bachelor's degree , Business, Management, Marketing, and Related Support Services