Financial Principles, LLC

Description

Address: 277 Park Ave, New York, NY 10172Hours: : : Website: : : Place name: Category: : : Phone: Website: http://www.financialprinciples.com/ Category: Corporate office 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 phone number Unable to add this file. Please check that it is a valid photo. Add 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 Financial Principles, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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

Financial Principles, LLC Salaries. You can even request information on how much does Financial Principles, LLC pay if you want to. Learn about salaries, pros and cons of working for Financial Principles, LLC 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!

10 Financial Principles, LLC employees in database. Find out everything there's to know about Financial Principles, LLC 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 Principles, LLC Employees

Employee
Years
Job
Industry
Todd Werling Todd Werling Greater New York City Area Details
Todd Werling's Financial Principles, LLC Experience November 1998 - Present
Job Financial Advisor at Financial Principles, LLC
Industry Financial Services
Experience
Financial Principles, LLC   November 1998 - Present

Skills
Retirement Planning, Investments, Retirement, Investment Advisory, Disability Insurance, Finance, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Insurance, Series 7, Asset Management, 401k

Education
University of Delaware   1990 — 1994

Andrew Mancini Andrew Mancini Greater New York City Area Details
Andrew Mancini's Financial Principles, LLC Experience June 2008 - August 2008
Job Vice President at Altman Warwick
Industry Real Estate
Experience
Altman Warwick   April 2015 - Present
CCRE-SL Capital   October 2014 - March 2015
Five Mile Capital  September 2013 - June 2014
Wealth and Investment Management at Barclays  August 2011 - September 2013
Wealth and Investment Management at Barclays  June 2010 - August 2011
Financial Principles, LLC   June 2008 - August 2008

Skills
Finance, Financial Analysis, Financial Structuring, Financial Modeling, Valuation, Commercial Real Estate, Real Estate, Due Diligence, Real Estate Financing, CMBS, Loan Origination, Real Estate Economics, Underwriting, Commercial Mortgages, Mortgage Lending, Fixed Income, Trading, Bloomberg, Investment Strategies, Bonds, Securities, Hedging, Credit, Capital Markets, Alternative Investments, Asset Management, Fixed Income Trading

Education
Seton Hall University   2006 — 2009
Bachelors, Cum Laude, Finance

University of International Business and Economics
International Business

Bradley H. Bofford, CLU®, ChFC®, CFP® Bradley H. Bofford, CLU®, ChFC®, CFP® Greater New York City Area Details
Bradley H. Bofford, CLU®, ChFC®, CFP®'s Financial Principles, LLC Experience September 1998 - Present
Job Managing Partner, Financial Principles, LLC
Industry Financial Services
Experience
Fairleigh Dickinson University  May 2013 - Present
Financial Principles, LLC   September 1998 - Present
Financial Principles, LLC   September 1998 - Present
Ford Financial Group   May 1993 - September 1998

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Managment, Equities, Asset Management, Disability Insurance, Financial Advisory, Financial Services, Retirement, Investment Advisory, Small Business, Finance, Wealth, Financial Planners, 401k, Mutual Funds, Series 63, Insurance, Asset Protection, Asset Allocation, Pensions, Management, Business Planning, Risk Management, Portfolio Management, Leadership, Fixed Annuities, Securities, IRAs, Investment Management, Series 7, Hedge Funds, Long-term Care, Trusts, Alternative Investments, Life Insurance, Term Life Insurance, Relationship Management, Health Insurance, Employee Benefits, Investment Strategies, Financial Analysis, FINRA, Financial Markets, Fixed Income, Series 6

Education
The American College   2003 — 2004
CLU, ChFC, Financial Services

University of Delaware   1989 — 1993
Bachelor of Arts, International Relations

Wayne Valley High School

Dan Trout Dan Trout Greater New York City Area Details
Dan Trout's Financial Principles, LLC Experience January 2003 - Present
Job Senior Associate at Financial Principles LLC.
Industry Financial Services
Experience
Financial Principles LLC.  January 2003 - Present
Sapient  2000 - 2002
Sapient  2000 - 2002

Education
Wayne Valley High School '88   1985 — 1998

University of Delaware   1988 — 1993
B.S. Business Administration, Marketing

Joshua Pourat Joshua Pourat Greater New York City Area Details
Joshua Pourat's Financial Principles, LLC Experience April 2013 - September 2013
Job Financial Planner at EY
Industry Financial Services
Experience
Ernst & Young  January 2015 - Present
Aeropostale  May 2014 - January 2015
L. Tucci Financial, LLC   January 2013 - September 2014
Lee, Nolan & Koroghlian, LLC   November 2012 - February 2014
Financial Principles, LLC   April 2013 - September 2013
Orbit360 New York, Inc.   May 2012 - September 2012

Skills
Marketing, Social Media, Time Management, Microsoft Office, Microsoft Excel, Farsi, Social Networking, Finance, Direct Marketing, Personal Budgeting, Team Leadership, Project Management, Teamwork, Advertising, Customer Service, Highly personable, Sales

Education
Montclair State University   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration Finance and Marketing, 3.6 Cumulative GPA

Ryan Barth-Dwyer Ryan Barth-Dwyer Brooklyn, New York Details
Ryan Barth-Dwyer's Financial Principles, LLC Experience January 2013 - May 2013
Job VP, Business Development at Pass Subscribe locally
Industry Marketing and Advertising
Experience
Pass - Subscribe locally   September 2015 - Present
Pass - Subscribe locally   May 2015 - August 2015
EF Education First  November 2014 - April 2015
Sopico, Inc.   September 2014 - December 2014
Storyville American Table   June 2012 - August 2014
The Community Food Bank   September 2013 - December 2013
Financial Principles, LLC   January 2013 - May 2013

Skills
Highly versatile, PowerPoint, Teamwork, Customer Service, Social Media, Public Speaking, Microsoft Office, Research, Microsoft Word, Marketing, Microsoft Excel, Time Management, Leadership, Event Planning, Teaching, Friendly Personality, Team Leadership, Social Networking, Higher Education, Team Building, Public Relations, Facebook, Event Management, Critical Thinking, Inventory Management, Management, Fundraising, Sales, Training, Budgets, Social Media Marketing, Strategic Planning, Entrepreneurship

Education
Fairleigh Dickinson University   2009 — 2014
Bachelor's Degree, Entrepreneurial Studies, 3.4

Fairleigh Dickinson University-Florham Campus   2009 — 2013
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies

Ryan Benson Ryan Benson Greater New York City Area Details
Ryan Benson's Financial Principles, LLC Experience January 2010 - July 2013
Job Senior Analytics Consultant at CoEnterprise, LLC
Industry Information Technology and Services
Experience
CoEnterprise, LLC  June 2015 - Present
TD Ameritrade Institutional  March 2014 - May 2015
Financial Principles, LLC   January 2010 - July 2013
Sontag Advisory  April 2008 - October 2008
Northwestern Mutual Financial Network  September 2006 - February 2008
Janney Montgomery Scott LLC  September 2004 - November 2004

Skills
Tableau, Data Analysis, Analytics, SQL, Netezza, Investments, Wealth Management, Insurance, Estate Planning, Financial Advisory, Retirement, Financial Risk, SPSS, InfoSphere, Web Analytics, Business Analytics, Text Analytics, CRM, Equities, Retirement Planning, Asset Management, Securities, Python, Risk Management, Strategic Financial..., SQL DB2, Cognos, R, Hadoop, Financial Planning, Series 6, Series 7, Series 63, Life & Health Insurance..., Variable Annuities, Predictive Analytics, Data Mining, Data Warehousing, Business Objects, QlikView, Amazon Web Services..., Cloudera, Analysis, Finance, Strategy, Business Intelligence, Consulting

Education
Fordham University   2013 — 2014
Master's degree

Dale Carnegie   2012 — 2013

Boston College   2002 — 2006
Carroll School of Management

University of New South Wales   2005 — 2005
Boston College Semester Abroad Program - Sydney, Australia

Bergen Catholic High School   1998 — 2002

Christy Gregory Christy Gregory Greater New York City Area Details
Christy Gregory's Financial Principles, LLC Experience October 2009 - Present
Job Executive Assistant to Bradley Bofford, Managing Partner
Industry Financial Services
Experience
Financial Principles, LLC   October 2009 - Present
The Dynamic Group   January 2007 - March 2009
Advanced Imaging  August 2005 - February 2007

Education
Johnson & Wales University   2001 — 2005
B.A., Marketing

Christine Hartnett (Sakowski) Christine Hartnett (Sakowski) Greater New York City Area Details
Christine Hartnett (Sakowski)'s Financial Principles, LLC Experience January 2005 - February 2008
Job Assistant Vicepresident Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2009 - Present
Financial Principles, LLC   January 2005 - February 2008
American Express  2000 - 2002
US Army  November 1984 - October 1988

Skills
Relationship Management, Vendor Management, Business Analysis, Equities, SDLC, Financial Services, Management, PMO, Portfolio Management

Education
Chubb Institute
Desktop Support

Cornell University
Business Administration and Management, General