e3 Financial
Description
Address: 175 Highland Ave #304, Needham, MA 02494 Phone: (339) 225-4046Place name: Website: : : : Category: : : Hours: : Website: http://www.e3financialplanning.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.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 E3 Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review
e3 Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at e3 Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
e3 Financial Salaries. You can even request information on how much does e3 Financial pay if you want to. Learn about salaries, pros and cons of working for e3 Financial directly from the past employees.
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16 e3 Financial employees in database. Find out everything there's to know about e3 Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
e3 Financial Employees
Employee
Years
Job
Industry
Anna Hull Anna Hull's e3 Financial Experience June 2005 - December 2014
Job Web Developer & Python/Linux Lover
Industry Insurance
Experience
The Word & Brown Companies June 2015 - Present
Arthur J. Gallagher & Co. January 2015 - June 2015
e3 Financial June 2005 - December 2014
University of Southern California December 2000 - March 2005
Skills
Python, Flask, Django, Back-end Programming, PostgreSQL, SQLAlchemy, HTML, CSS, JavaScript, jQuery, SQLite, Git, Databases, Testing, Project Management, Web Design, XML, JSON, Unix, MySQL, CMS, Linux, AJAX, Technical Documentation, Troubleshooting, Advanced Excel, Employee Training, Online Enrollment..., HIPAA, PHI, Management, Web Development, SQL, OS X, Adobe Creative Suite
Education
UCSC Silicon Valley Extension 2015 — 2017
Certificate, Technical Writing and Communication
Thinkful 2015 — 2015
Certificate, Programming in Python
O'Reilly School of Technology 2012 — 2015
General I.T. Studies
Saddleback College 2006 — 2010
Certificate of Achievement, Web Design
National University 1997 — 1999
M.Ed., Education
University of Nevada-Las Vegas 1992 — 1995
B.A., Psychology
The Word & Brown Companies June 2015 - Present
Arthur J. Gallagher & Co. January 2015 - June 2015
e3 Financial June 2005 - December 2014
University of Southern California December 2000 - March 2005
Skills
Python, Flask, Django, Back-end Programming, PostgreSQL, SQLAlchemy, HTML, CSS, JavaScript, jQuery, SQLite, Git, Databases, Testing, Project Management, Web Design, XML, JSON, Unix, MySQL, CMS, Linux, AJAX, Technical Documentation, Troubleshooting, Advanced Excel, Employee Training, Online Enrollment..., HIPAA, PHI, Management, Web Development, SQL, OS X, Adobe Creative Suite
Education
UCSC Silicon Valley Extension 2015 — 2017
Certificate, Technical Writing and Communication
Thinkful 2015 — 2015
Certificate, Programming in Python
O'Reilly School of Technology 2012 — 2015
General I.T. Studies
Saddleback College 2006 — 2010
Certificate of Achievement, Web Design
National University 1997 — 1999
M.Ed., Education
University of Nevada-Las Vegas 1992 — 1995
B.A., Psychology
Sarai Pluimer Sarai Pluimer's e3 Financial Experience September 2012 - August 2013
Job Teacher
Industry Music
Experience
Substitute Teacher January 2015 - Present
e3 Financial September 2012 - August 2013
Hansen Family March 2012 - October 2012
Private Homeschool Instructor January 2012 - October 2012
Tuolumne County Recreation Department May 2004 - August 2011
Education
Hope International University 2015 — 2015
Single Subject Teaching Credential - Music
Vanguard University of Southern California 2013 — 2014
Multiple Subject Teaching Credential
Vanguard University of Southern California 2007 — 2011
Music Education
Substitute Teacher January 2015 - Present
e3 Financial September 2012 - August 2013
Hansen Family March 2012 - October 2012
Private Homeschool Instructor January 2012 - October 2012
Tuolumne County Recreation Department May 2004 - August 2011
Education
Hope International University 2015 — 2015
Single Subject Teaching Credential - Music
Vanguard University of Southern California 2013 — 2014
Multiple Subject Teaching Credential
Vanguard University of Southern California 2007 — 2011
Music Education
Natalie Shirley's e3 Financial Experience August 2013 - November 2014
Job Director of Client Relations at BML Wealth Management
Industry Financial Services
Experience
BML Wealth Management April 2015 - Present
e3 Financial August 2013 - November 2014
Pacific Life October 2001 - July 2013
Skills
Microsoft Office, Customer Service, Long-term Care, Disability Insurance, Life & Health Insurance..., Retirement Planning, Fixed Annuities
Education
California State University-Fullerton
Bachelor's Degree, Communication, General
BML Wealth Management April 2015 - Present
e3 Financial August 2013 - November 2014
Pacific Life October 2001 - July 2013
Skills
Microsoft Office, Customer Service, Long-term Care, Disability Insurance, Life & Health Insurance..., Retirement Planning, Fixed Annuities
Education
California State University-Fullerton
Bachelor's Degree, Communication, General
Diedre A. Kruse Diedre A. Kruse's e3 Financial Experience March 1997 - April 2001
Job Financial Consultant with LPL Financial
Industry Financial Services
Experience
LPL Financial January 2002 - Present
Summit Financial Group 2001 - Present
e3 Financial March 1997 - April 2001
Eastman Financial 2000 - 2001
Skills
Securities, Retirement Planning, Investments, 401k, Life Insurance, Financial Analysis, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Money Management, IRAs, Executive Compensation..., Irrevocable Life..., Disability Insurance, Long Term Care Insurance, 529 Plans
Education
National University 2004 — 2006
MBA, Finance
San Diego State University-California State University 2002 — 2003
Bachelor, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2002
Bachelor, Finance
LPL Financial January 2002 - Present
Summit Financial Group 2001 - Present
e3 Financial March 1997 - April 2001
Eastman Financial 2000 - 2001
Skills
Securities, Retirement Planning, Investments, 401k, Life Insurance, Financial Analysis, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Money Management, IRAs, Executive Compensation..., Irrevocable Life..., Disability Insurance, Long Term Care Insurance, 529 Plans
Education
National University 2004 — 2006
MBA, Finance
San Diego State University-California State University 2002 — 2003
Bachelor, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2002
Bachelor, Finance
Cecilia Ulloa Cecilia Ulloa's e3 Financial Experience January 2010 - July 2010
Job Office Manager at Driver SPG
Industry Executive Office
Experience
Driver SPG December 2011 - Present
e3 Financial January 2010 - July 2010
Snyder Langston 1995 - 2010
PNC Mortgage September 1993 - July 1995
Skills
Executive Support, Microsoft Office, Microsoft Excel, Office Administration, Coordination, Office Management, Switchboard Operator, Calendars, Confidentiality, Office Equipment, Accounts Payable, Customer Service, Contract Management, Outlook, Process Scheduler, Budgets, Payroll, Subcontracting, Project Planning, Change Orders, Construction Management, Contract Negotiation, Construction, Submittals, MS Project, Pre-construction, Project Coordination, Microsoft Project
Education
Orange Coast College 1984 — 1985
Business Administration
Girard School of Beuty
Cosmetology, Cosmetologist
Driver SPG December 2011 - Present
e3 Financial January 2010 - July 2010
Snyder Langston 1995 - 2010
PNC Mortgage September 1993 - July 1995
Skills
Executive Support, Microsoft Office, Microsoft Excel, Office Administration, Coordination, Office Management, Switchboard Operator, Calendars, Confidentiality, Office Equipment, Accounts Payable, Customer Service, Contract Management, Outlook, Process Scheduler, Budgets, Payroll, Subcontracting, Project Planning, Change Orders, Construction Management, Contract Negotiation, Construction, Submittals, MS Project, Pre-construction, Project Coordination, Microsoft Project
Education
Orange Coast College 1984 — 1985
Business Administration
Girard School of Beuty
Cosmetology, Cosmetologist
Jennifer Lake Jennifer Lake's e3 Financial Experience 2002 - 2006
Job Sr. Account Executive at Burnham Benefits
Industry Insurance
Experience
Burnham Benefits January 2006 - Present
e3 Financial 2002 - 2006
Skills
Employee Benefits, Health Insurance, Health Care Reform, Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, COBRA, Brokers, Account Management, Life Insurance, Management, Flexible Spending..., Cafeteria Plans, 401k, Term Life Insurance, Strategic Planning, Long-term Care, Medicare, Underwriting
Education
The University of Texas Health Science Center at San Antonio 1994 — 1995
91D, Medical-Surgical Studies
Burnham Benefits January 2006 - Present
e3 Financial 2002 - 2006
Skills
Employee Benefits, Health Insurance, Health Care Reform, Insurance, Disability Insurance, Health Savings Accounts, Benefits Administration, COBRA, Brokers, Account Management, Life Insurance, Management, Flexible Spending..., Cafeteria Plans, 401k, Term Life Insurance, Strategic Planning, Long-term Care, Medicare, Underwriting
Education
The University of Texas Health Science Center at San Antonio 1994 — 1995
91D, Medical-Surgical Studies
Katie Bruns Katie Bruns's e3 Financial Experience November 2012 - August 2013
Job Teaching Associate & Graduate Assistant at CSULB; Marketing & Promotions Manager at California HarleyDavidson
Industry Education Management
Experience
California Harley-Davidson August 2013 - Present
California State University, Long Beach August 2013 - Present
e3 Financial November 2012 - August 2013
e3 Financial April 2011 - November 2012
Judy Venn & Associates September 2007 - March 2011
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Customer Service, Employee Benefits, Social Media Marketing, Event Planning, Insurance, Social Media, Social Networking, Benefits Administration, Facebook, Marketing Strategy, Management
Education
California State University-Long Beach 2013 — 2015
Masters of Arts in Communication Studies
Chapman University 2007 — 2010
B.S. Business Administration; Communication Studies Minor
University of Virginia: Semester at Sea 2010 — 2010
International Business and Intercultural Communication
California Harley-Davidson August 2013 - Present
California State University, Long Beach August 2013 - Present
e3 Financial November 2012 - August 2013
e3 Financial April 2011 - November 2012
Judy Venn & Associates September 2007 - March 2011
Skills
Microsoft Office, Marketing, PowerPoint, Microsoft Excel, Customer Service, Employee Benefits, Social Media Marketing, Event Planning, Insurance, Social Media, Social Networking, Benefits Administration, Facebook, Marketing Strategy, Management
Education
California State University-Long Beach 2013 — 2015
Masters of Arts in Communication Studies
Chapman University 2007 — 2010
B.S. Business Administration; Communication Studies Minor
University of Virginia: Semester at Sea 2010 — 2010
International Business and Intercultural Communication
Laura Tucker Kiely's e3 Financial Experience 2005 - 2006
Job Teacher at Santa Margarita Catholic High School
Industry Primary/Secondary Education
Experience
Santa Margarita Catholic High School July 2015 - Present
Irvine Unified School District September 2014 - June 2015
Experian January 2013 - May 2013
Option One Mortgage 2006 - 2008
e3 Financial 2005 - 2006
Beechstreet Corporation 2002 - 2005
Skills
Employee Relations, Employee Benefits, Benefits Administration, Employee Engagement, HRIS, Human Resources, Organizational..., Change Management, Onboarding, Vendor Management, Process Improvement, Deferred Compensation, Team Building, Strategic Planning, PeopleSoft, New Hire Orientations, Workers Compensation, HR Transformation, Insurance, HR Policies, Healthcare, Health Insurance, FMLA, HIPAA, Account Management, Talent Management, Performance Management, Applicant Tracking..., Leadership, Talent Acquisition, CBEST
Education
University of California, Irvine 2014 — 2015
Master’s Degree, Art of Teaching
UC Irvine, Extension 2004 — 2006
Certificate, Human Resources Management
Ohio University 1997 — 2001
Bachelor's degree, Political Communication
University of California, Irvine 2014 — 2015
Secondary Education Teaching Credential, Social Sciences
Santa Margarita Catholic High School July 2015 - Present
Irvine Unified School District September 2014 - June 2015
Experian January 2013 - May 2013
Option One Mortgage 2006 - 2008
e3 Financial 2005 - 2006
Beechstreet Corporation 2002 - 2005
Skills
Employee Relations, Employee Benefits, Benefits Administration, Employee Engagement, HRIS, Human Resources, Organizational..., Change Management, Onboarding, Vendor Management, Process Improvement, Deferred Compensation, Team Building, Strategic Planning, PeopleSoft, New Hire Orientations, Workers Compensation, HR Transformation, Insurance, HR Policies, Healthcare, Health Insurance, FMLA, HIPAA, Account Management, Talent Management, Performance Management, Applicant Tracking..., Leadership, Talent Acquisition, CBEST
Education
University of California, Irvine 2014 — 2015
Master’s Degree, Art of Teaching
UC Irvine, Extension 2004 — 2006
Certificate, Human Resources Management
Ohio University 1997 — 2001
Bachelor's degree, Political Communication
University of California, Irvine 2014 — 2015
Secondary Education Teaching Credential, Social Sciences
David Guido David Guido's e3 Financial Experience January 2005 - February 2008
Job Benefits Administration Technology Expert
Industry Outsourcing/Offshoring
Experience
PlanSource March 2008 - November 2014
PlanSource/CoAdvantage March 2008 - April 2012
e3 Financial January 2005 - February 2008
iBenefits/UltraLink, Inc. January 1999 - December 2004
Buettner Insurance Agency 1995 - 1999
Universal Care 1991 - 1994
Chubb January 1989 - November 1991
Skills
Benefits Administration, HRIS, Benefits, Outsourcing, Employee Benefits, Payroll, Product Management, Business Strategy, Insurance, Marketing, Product Development, Health Care Reform, Start-ups, Strategy, CRM, Business Development, Strategic Planning
Education
Brigham Young University 1984 — 1998
BS, Financial Services
PlanSource March 2008 - November 2014
PlanSource/CoAdvantage March 2008 - April 2012
e3 Financial January 2005 - February 2008
iBenefits/UltraLink, Inc. January 1999 - December 2004
Buettner Insurance Agency 1995 - 1999
Universal Care 1991 - 1994
Chubb January 1989 - November 1991
Skills
Benefits Administration, HRIS, Benefits, Outsourcing, Employee Benefits, Payroll, Product Management, Business Strategy, Insurance, Marketing, Product Development, Health Care Reform, Start-ups, Strategy, CRM, Business Development, Strategic Planning
Education
Brigham Young University 1984 — 1998
BS, Financial Services
Savannah Ruiz Savannah Ruiz's e3 Financial Experience June 2013 - December 2014
Job Student at St. John's University
Industry Public Relations and Communications
Experience
e3 Financial June 2013 - December 2014
Skills
PowerPoint, Customer Service, Research, Public Relations, Microsoft Word, Microsoft Excel, Photoshop, iMovie, iPhoto, Data Entry, Twitter, Facebook, Instagram
Education
St. John's University 2013 — 2017
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Garden Grove High School 2009 — 2013
High School Diploma, General Education
e3 Financial June 2013 - December 2014
Skills
PowerPoint, Customer Service, Research, Public Relations, Microsoft Word, Microsoft Excel, Photoshop, iMovie, iPhoto, Data Entry, Twitter, Facebook, Instagram
Education
St. John's University 2013 — 2017
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Garden Grove High School 2009 — 2013
High School Diploma, General Education
Heather Hackett Heather Hackett's e3 Financial Experience December 2006 - March 2011
Job Financial Advisor at Newcastle Financial Advisors
Industry Financial Services
Experience
The Financial Planning Dept. March 2011 - Present
Newcastle Financial Advisors March 2011 - Present
e3 Financial December 2006 - March 2011
Skills
Securities, Financial Advisory, Financial Services, Retirement Planning, Finance, Financial Planners, FINRA, Investments, 401k, Retirement, IRAs, Asset Allocation, Series 6, Asset Management, Insurance, Series 7, Qualified Retirement..., Investment Advisory, Business Development, Leadership, Fixed Annuities, Account Management, Retirement Plan..., Pensions, Disability Insurance, Public Speaking, Defined Benefit, Business Planning, Registered Investment..., Estate Planning, Mutual Funds, Series 63, Risk Management, Employee Benefits, Health Insurance, Strategic Financial..., Sales, Customer Service, ERISA, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Finance
The Financial Planning Dept. March 2011 - Present
Newcastle Financial Advisors March 2011 - Present
e3 Financial December 2006 - March 2011
Skills
Securities, Financial Advisory, Financial Services, Retirement Planning, Finance, Financial Planners, FINRA, Investments, 401k, Retirement, IRAs, Asset Allocation, Series 6, Asset Management, Insurance, Series 7, Qualified Retirement..., Investment Advisory, Business Development, Leadership, Fixed Annuities, Account Management, Retirement Plan..., Pensions, Disability Insurance, Public Speaking, Defined Benefit, Business Planning, Registered Investment..., Estate Planning, Mutual Funds, Series 63, Risk Management, Employee Benefits, Health Insurance, Strategic Financial..., Sales, Customer Service, ERISA, Wealth Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Finance
Lauren Bayha's e3 Financial Experience April 2011 - November 2012
Job Member of the Board of Directors at Sacramento Association of Health Underwriters (SAHU)
Industry Insurance
Experience
Western Health Advantage March 2013 - Present
e3 Financial April 2011 - November 2012
e3 Financial June 2010 - April 2011
e3 Financial March 2008 - June 2010
Strategic Employee Benefit Services 2005 - 2008
Skills
Employee Benefits, Insurance, Customer Service, Recruiting, Employee Relations, Microsoft Excel, Sales, Account Management, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Project Management, Management, Performance Management, Health Insurance, Life Insurance, Human Resources, Brokers, Healthcare, Benefits Administration, Disability Insurance, Public Speaking
Education
International Foundation of Employee Benefit Plans 2009 — 2013
Currently obtaining CEBS Designation, Certified Employee Benefit Specialist
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Kinesiology and Exercise Science
El Camino High School
Western Health Advantage March 2013 - Present
e3 Financial April 2011 - November 2012
e3 Financial June 2010 - April 2011
e3 Financial March 2008 - June 2010
Strategic Employee Benefit Services 2005 - 2008
Skills
Employee Benefits, Insurance, Customer Service, Recruiting, Employee Relations, Microsoft Excel, Sales, Account Management, PowerPoint, Microsoft Word, Marketing, Microsoft Office, Project Management, Management, Performance Management, Health Insurance, Life Insurance, Human Resources, Brokers, Healthcare, Benefits Administration, Disability Insurance, Public Speaking
Education
International Foundation of Employee Benefit Plans 2009 — 2013
Currently obtaining CEBS Designation, Certified Employee Benefit Specialist
San Diego State University-California State University 1997 — 2002
Bachelor of Science, Kinesiology and Exercise Science
El Camino High School
Becky Proulx's e3 Financial Experience January 2007 - Present
Job Director, Executive Financial Services at e3 Financial
Industry Insurance
Experience
e3 Financial January 2007 - Present
Skills
Microsoft Excel, Disability Insurance, Life Insurance, Employee Benefits, Project Management, Health Insurance, Sales Management, Insurance, Sales, Benefits Administration, Account Management, Fixed Annuities
Education
California State University-Fullerton 1995 — 1998
Bachelor's degree, Child & Adolescent Studies
Rosary High School
e3 Financial January 2007 - Present
Skills
Microsoft Excel, Disability Insurance, Life Insurance, Employee Benefits, Project Management, Health Insurance, Sales Management, Insurance, Sales, Benefits Administration, Account Management, Fixed Annuities
Education
California State University-Fullerton 1995 — 1998
Bachelor's degree, Child & Adolescent Studies
Rosary High School