CBG Financial Group

Description

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

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CBG Financial Group Employees

Employee
Years
Job
Industry
Yichuan Li Yichuan Li San Francisco, California Details
Yichuan Li's CBG Financial Group Experience 2011 - 2012
Job Citigold International Relationship Manager Associate at Citi
Industry Banking
Experience
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

Laurence Carl Baptiste Laurence Carl Baptiste Boca Raton, Florida Details
Laurence Carl Baptiste's CBG Financial Group Experience May 2009 - December 2010
Job Supervisor at City Twist
Industry Marketing and Advertising
Experience
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

Sean Mintz Sean Mintz West Palm Beach, Florida Area Details
Sean Mintz's CBG Financial Group Experience September 2011 - January 2012
Job Financial Analyst at Lakeview Health
Industry Hospital & Health Care
Experience
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

Carly Rubin Carly Rubin Fort Lauderdale, Florida Details
Carly Rubin's CBG Financial Group Experience September 2012 - October 2012
Job Client Relationship Manager at Kforce
Industry Staffing and Recruiting
Experience
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

Dena Koval Dena Koval Boca Raton, Florida Details
Dena Koval's CBG Financial Group Experience August 2012 - October 2013
Job "The measure of intelligence is the ability to change" Albert Einstein
Industry Financial Services
Experience
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.)

Jared Kling Jared Kling Miami/Fort Lauderdale Area Details
Jared Kling's CBG Financial Group Experience February 2008 - October 2009
Job Investment Management PWM at BB&T
Industry Financial Services
Experience
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

Aruna Joseph Aruna Joseph Boca Raton, Florida Details
Aruna Joseph's CBG Financial Group Experience 2008 - 2011
Job Managing Director at Advanced Senior Care
Industry Hospital & Health Care
Experience
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

Rodrigo E. Gonzalez Rodrigo E. Gonzalez Miami, Florida Details
Rodrigo E. Gonzalez's CBG Financial Group Experience September 2011 - February 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Christian Dodard Christian Dodard Fort Lauderdale, Florida Details
Christian Dodard's CBG Financial Group Experience September 2010 - March 2012
Job Branch Manager at Wells Fargo
Industry Banking
Experience
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

James Larsen James Larsen Greater Boston Area Details
James Larsen's CBG Financial Group Experience March 2011 - December 2011
Job Equinox Sports Club Personal Trainer
Industry Health, Wellness and Fitness
Experience
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

Thomas McGrady Thomas McGrady Greater New York City Area Details
Thomas McGrady's CBG Financial Group Experience June 2011 - August 2011
Job Associate at Landman Corsi Ballaine & Ford, P.C.
Industry Legal Services
Experience
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

Pedro Infante Pedro Infante Miami, Florida Details
Pedro Infante's CBG Financial Group Experience February 2009 - February 2011
Job Certification and Training Specialist at Association of Certified Financial Crime Specialists
Industry Financial Services
Experience
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

julie segedin julie segedin West Palm Beach, Florida Area Details
julie segedin's CBG Financial Group Experience September 2006 - June 2012
Job VP of HR and Recruitment
Industry Financial Services
Experience
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

Leslie-Anne Moore Leslie-Anne Moore United States Details
Leslie-Anne Moore's CBG Financial Group Experience May 2009 - May 2011
Job CCO/AMLCO
Industry Financial Services
Experience
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

Julie Segedin Julie Segedin West Palm Beach, Florida Area Details
Julie Segedin's CBG Financial Group Experience September 2009 - Present
Job VP of Human Resources and Recruiting at CBG Financial Group
Industry Financial Services
Experience
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

Joseph McFarlane Joseph McFarlane Miami/Fort Lauderdale Area Details
Joseph McFarlane's CBG Financial Group Experience November 2007 - October 2011
Job Regional Private Banker | Relationship Manager
Industry Investment Banking
Experience
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

Vincenzo Fontana Vincenzo Fontana Garden City, New York Details
Vincenzo Fontana's CBG Financial Group Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
CBG Financial Group   2009 - 2012

Skills
Portfolio Management, Investments, Credit

Education
Bentley University   1997 — 2001
bachelor, Finance

Nile Steigerwald Nile Steigerwald Greater New York City Area Details
Nile Steigerwald's CBG Financial Group Experience February 2006 - Present
Job CEO/CIO at CBG FINANCIAL GROUP
Industry Financial Services
Experience
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