Financial Foundations, Inc

Financial Foundations, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Foundations, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Financial Foundations, Inc Salaries. You can even request information on how much does Financial Foundations, Inc pay if you want to. Learn about salaries, pros and cons of working for Financial Foundations, Inc directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

23 Financial Foundations, Inc employees in database. Find out everything there's to know about Financial Foundations, Inc 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.

Financial Foundations, Inc Employees

Employee
Years
Job
Industry
Brian Gormley Brian Gormley Greater Boston Area Details
Brian Gormley's Financial Foundations, Inc Experience May 2012 - May 2013
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  July 2013 - Present
Financial Foundations, Inc   May 2012 - May 2013
Merrill Lynch  April 2011 - August 2011

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Science (M.S.), Finance

Bentley University   2008 — 2012
BS, Economics-Finance, Quantitative Perspective, Law Minor

Blake Dawson Blake Dawson Greater Boston Area Details
Blake Dawson's Financial Foundations, Inc Experience June 2015 - Present
Job Financial Advising Intern at Financial Foundations, Inc
Industry Financial Services
Experience
Financial Foundations, Inc   June 2015 - Present
Seagate Technology  May 2014 - August 2014

Skills
PowerPoint

Education
University of Massachusetts, Amherst
Economics

William Lockwood William Lockwood San Francisco Bay Area Details
William Lockwood's Financial Foundations, Inc Experience June 2012 - August 2012
Job Associate at Frank, Rimerman + Co.
Industry Financial Services
Experience
Frank, Rimerman + Co. LLP   November 2013 - Present
Financial Foundations, Inc   June 2012 - August 2012
Square 1 Bank  May 2011 - August 2011

Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Facebook, Crystal Ball, ThomsonOne

Education
Bentley University   2009 — 2013
BS, Corporate Finance & Accounting

Steven Correia Steven Correia Greater Boston Area Details
Steven Correia's Financial Foundations, Inc Experience June 2012 - February 2013
Job Financial Intern at Financial Foundations, Inc
Industry Financial Services
Experience
Comcast  February 2013 - Present
Financial Foundations, Inc   June 2012 - February 2013

Education
Bentley University   2009 — 2013
Finance and Financial Management Services, Senior

John Lavin John Lavin East Falmouth, Massachusetts Details
John Lavin's Financial Foundations, Inc Experience June 2015 - Present
Job Financial Advising Intern at Financial Foundations, Inc
Industry Financial Services
Experience
Financial Foundations, Inc   June 2015 - Present
Bryant University  August 2011 - Present
MassMutual Financial Group  May 2014 - May 2015

Skills
Time Management, Microsoft Excel, Teamwork, PowerPoint, Team Leadership, Social Media, Microsoft Word, Facebook, Data Analysis, Leadership, Event Planning, Social Networking

Education
Bryant University   2011 — 2015
Finance

Bryant University   2011 — 2015
Bachelor of Science, Business Administration; Finance

Angela Brozonos Angela Brozonos Tewksbury, Massachusetts Details
Angela Brozonos's Financial Foundations, Inc Experience January 2014 - Present
Job Financial Foundations, Inc.
Industry Real Estate
Experience
Financial Foundations, Inc   January 2014 - Present
Fitzpatrick & Associates, P.C.   June 2013 - December 2013
Fitzpatrick & Associates, P.C.   June 2004 - June 2013
Pattikakes: A Place to Grow   September 2004 - November 2007

Skills
Real Estate, Microsoft Excel, Event Planning, Microsoft Office, Outlook, Data Entry, Marketing, PowerPoint, Time Management, Microsoft Word, Social Media Marketing, Teamwork, Leadership

Education
Southern New Hampshire University   2011 — 2014
Bachelor of Arts (B.A.), Psychology - Concentration in Child & Adolescent Development

Tewksbury Memorial High School   2002 — 2006

Ann Marie Hanabury Ann Marie Hanabury Hingham, Massachusetts Details
Ann Marie Hanabury's Financial Foundations, Inc Experience June 2015 - Present
Job Student at Providence College
Industry
Experience
Financial Foundations, Inc   June 2015 - Present
Hanabury & Sons, Inc.   May 2013 - Present
344  August 2010 - August 2013
Hingham Community Center   April 2012 - May 2012
Hingham Recreation Center   June 2010 - August 2011
Waterville Valley Resort  November 2008 - March 2011

Skills
Leadership, Sales, Customer Service, Communication Skills, People Skills, Retail, Teamwork, Team Leadership, Organization, Social Media, Receptionist Duties, Long-term Customer..., Facebook, Microsoft Word, Microsoft Excel, Multi Tasking, Critical Thinking, Marketing, Outlook

Education
Providence College   2012 — 2016
Finance, General

Hingham High School   2008 — 2012

Brittany McInnis Brittany McInnis Baltimore, Maryland Area Details
Brittany McInnis's Financial Foundations, Inc Experience January 2008 - October 2010
Job Project Manager with Aerotek's Project Office
Industry Staffing and Recruiting
Experience
Aerotek  June 2015 - Present
Aerotek  January 2014 - June 2015
Aerotek  December 2011 - January 2014
Aerotek  October 2010 - December 2011
Financial Foundations, Inc   January 2008 - October 2010
Charming Shoppes  November 2005 - August 2007

Skills
Project Management, Change Management, Construction Safety, Environmental Awareness, Training, Temporary Staffing, Staffing Services, Microsoft Excel, Microsoft Project, Outlook, Visio

Education
University of Maryland University College   2015 — 2018
Master's Degree, Project Management

University of Baltimore   2008 — 2010
Bachelor's Degree, Government and Public Policy

Carroll Community College   2005 — 2008
Associate's Degree, Legal Studies, 3.75

Temple University   2004 — 2005
Architecture

Ryan Bordelon Ryan Bordelon Greater Boston Area Details
Ryan Bordelon's Financial Foundations, Inc Experience June 2014 - Present
Job Associate Advisor at Financial Foundations
Industry Financial Services
Experience
Financial Foundations   May 2015 - Present
Financial Foundations, Inc   June 2014 - Present
University of Connecticut  September 2012 - May 2014

Skills
Team Leadership, Problem Solving, Communication, Relationship Management, Project Management, Tenacious Work Ethic, Public Speaking, Mathematics, Service Orientation, Decision Making

Education
University of Connecticut   2011 — 2015
Bachelor of Arts (B.A.), Economics, 3.4/4.0

Amanda Clark Amanda Clark Buffalo/Niagara, New York Area Details
Amanda Clark's Financial Foundations, Inc Experience January 2010 - February 2013
Job Physician Relations & Marketing Manager
Industry Marketing and Advertising
Experience
UBMD Orthopaedics & Sports Medicine  March 2013 - Present
Financial Foundations, Inc   January 2010 - February 2013
McCluskey International   January 2008 - April 2008

Skills
Marketing, Event Planning, Public Relations, Social Media Marketing, Email Marketing, Marketing Communications, Social Networking, Social Media, Facebook, Management, Advertising, Strategy, Online Advertising, Marketing Strategy, Press Releases, Event Management, Corporate Communications, Microsoft Excel, Media Relations, SEO, Blogging, Strategic Communications, New Business Development, Business Development, Analytics, Design, Strategic Planning

Education
State University of New York College at Oswego   2005 — 2009
Bachelors, Public Relations; International Business

Imperial College London   2008 — 2008
Public Relations; International Business

Starpoint

Cortney Philbrick Cortney Philbrick Boston, Massachusetts Details
Cortney Philbrick's Financial Foundations, Inc Experience May 2013 - November 2013
Job Associate at Income Research + Management
Industry Financial Services
Experience
Income Research + Management  June 2015 - Present
Moderna Therapeutics  November 2013 - June 2015
Financial Foundations, Inc   May 2013 - November 2013
Shapiro and Morley, LLP   September 2011 - September 2012

Skills
Microsoft Excel, Microsoft Office, Communication, Leadership, Social Media, Organization, Administrative..., Time Management, Calendar Management, Travel Coordination, Social Networking

Education
Plymouth State University   2006 — 2010
Bachelor of Arts (B.A.), Psychology

Timothy Pilczak, CFP® Timothy Pilczak, CFP® Greater Boston Area Details
Timothy Pilczak, CFP®'s Financial Foundations, Inc Experience August 2012 - Present
Job Financial Advisor at Financial Foundations, Inc.
Industry Financial Services
Experience
Financial Foundations, Inc   August 2012 - Present
Indaba Global Research   January 2012 - August 2012
Sovereign Bank  November 2010 - December 2011
Saint Michael's College  September 2006 - May 2010

Education
Saint Michael's College   2006 — 2010
Bachelor of Science, Business, Marketing

Bond University   2008 — 2008

Kents Hill Prep School   2005 — 2006
Post Graduate

Cohasset High School   2001 — 2005

James Jay Barrett V, CFP® AIF® James Jay Barrett V, CFP® AIF® Greater Boston Area Details
James Jay Barrett V, CFP® AIF®'s Financial Foundations, Inc Experience December 2013 - August 2015
Job MBA CFP® AIF® | Financial Advisor at Grimes & Company, Inc.
Industry Investment Management
Experience
Grimes & Company  August 2015 - Present
Financial Foundations, Inc   December 2013 - August 2015
Financial Foundations, Inc   June 2013 - December 2013
Financial Foundations, Inc   February 2013 - June 2013
Bentley University  August 2011 - May 2013
Lexington Wealth Management  May 2012 - September 2012
Eagle Bank  March 2012 - March 2012
Wainwright Bank (since been acquired by Eastern Bank in 2011)   June 2007 - January 2011
Liberty Mutual Group  April 2010 - September 2010

Education
Wake Forest University
Graduate Certificate in Financial Planning

Bilkent University
Went abroad through Bentley University in January, 2012.

Bentley University   2011 — 2013
MBA, Economics and Financial Markets at McCallum Graduate School of Business

Assumption College
Bachelor of Arts (B.A.), Economics with Business Concentration

St. John's Prep

Christina Mitkonis, CFP®, MSFP Christina Mitkonis, CFP®, MSFP Greater Boston Area Details
Christina Mitkonis, CFP®, MSFP's Financial Foundations, Inc Experience May 2012 - Present
Job Financial Advisor at Financial Foundations, Inc.
Industry Financial Services
Experience
Financial Foundations, Inc   May 2012 - Present
Bentley University  September 2011 - May 2012
Financial Foundations, Inc   September 2011 - April 2012
Greek Consulate of Boston   February 2009 - March 2011

Skills
Hold Series 7, Life & Health Insurance..., Hold Series 66

Education
Bentley University, McCallum Graduate School of Business   2011 — 2012
Master of Science, Financial Planning

Bentley University   2007 — 2011
Bachelor of Science, Economics and Global Perspectives

Nick Cosentino, CFP® Nick Cosentino, CFP® Greater Boston Area Details
Nick Cosentino, CFP®'s Financial Foundations, Inc Experience July 2001 - Present
Job President & CEO at Financial Foundations
Industry Financial Services
Experience
Financial Foundations, Inc   July 2001 - Present

Education
Bentley University   1984 — 1988
BS, Finance

Stephanie Creedon Stephanie Creedon Greater Boston Area Details
Stephanie Creedon's Financial Foundations, Inc Experience April 2013 - May 2015
Job Marketing Coordinator at Wolf & Company, P.C.
Industry Marketing and Advertising
Experience
Wolf & Company, P.C.   May 2015 - Present
Financial Foundations, Inc   April 2013 - May 2015
Complete Staffing Solutions  May 2012 - April 2013
Gunamuna   July 2011 - December 2011
Florabunda Gift Shop & Tearoom   January 2011 - May 2011

Education
Assumption College   2007 — 2011
Bachelors Degree, Organizational Communication, Marketing

Ryan Shanahan Ryan Shanahan Duxbury, Massachusetts Details
Ryan Shanahan's Financial Foundations, Inc Experience June 2014 - December 2014
Job Investment Analyst at PSolve LLC
Industry
Experience
Bentley University  September 2011 - Present
Financial Foundations, Inc   June 2014 - December 2014
Town of Plymouth Recreation   May 2012 - August 2014

Skills
Microsoft Excel, PowerPoint, Bloomberg Software, Microsoft Word, Process Modeling, SAP, Economics, Financial Modeling, Research, Data Analysis, Customer Service, Leadership, Outlook, Microsoft Office, Public Speaking, Teamwork

Education
Bentley University   2011 — 2015
Bachelor of Science (BS), Economics-Finance

Hannah Goldstein Hannah Goldstein Waltham, Massachusetts Details
Hannah Goldstein's Financial Foundations, Inc Experience September 2014 - December 2014
Job Fund Accountant, Associate II at State Street
Industry Financial Services
Experience
State Street  June 2015 - Present
Financial Foundations, Inc   September 2014 - December 2014
The Rockport Company  June 2014 - August 2014
Calton & Associates, Inc.   June 2014 - August 2014
Fred's Shanty   April 2011 - August 2014

Skills
Microsoft Office, FactSet, Time Management, Teamwork, Economics, Microsoft Word

Education
Bentley University   2011 — 2015
Bachelor of Science (BS), Economics-Finance

Royal Holloway, University of London   2014 — 2014
Economics

Eric Meushaw, CWS Eric Meushaw, CWS Baltimore, Maryland Area Details
Eric Meushaw, CWS's Financial Foundations, Inc Experience February 1998 - Present
Job Financial Consultant and President of Financial Foundations Incorporated
Industry Financial Services
Experience
Financial Foundations, Inc   February 1998 - Present

Skills
Disciplined/Strategic..., Comprehensive Financial..., Specialized Retirement..., Life Insurance, Health Insurance, Long-Term Care, Annuities, Disability

Education
University of Maryland College Park   2000 — 2004
B.A., Economics

NCHS   1997 — 2000

Sherri Taylor Sherri Taylor Greater Boston Area Details
Sherri Taylor's Financial Foundations, Inc Experience June 2015 - Present
Job Communications Specialist at Fincancial Foundations
Industry Financial Services
Experience
Financial Foundations, Inc   June 2015 - Present
Commonwealth Financial Network  September 2010 - June 2015
Commonwealth Financial Network  June 2000 - December 2007
Westin Hotels and Resorts  January 2000 - June 2000
Embassy Suites  September 1998 - January 2000
HYATT Hotels  June 1996 - September 1998

Skills
Event Management, Event Planning, Management, Marketing Communications, Relationship Management, Retirement Planning, Wealth Management, Customer Service

Education
University of Massachusetts, Amherst   1992 — 1996
Bachelor of Business Administration (BBA), Hotel, Motel, and Restaurant Management