Heritage Financial Services LLC
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Heritage Financial Services LLC Employees
Employee
Years
Job
Industry
Jim Scally, CFP® Jim Scally, CFP®'s Heritage Financial Services LLC Experience June 1997 - Present
Job Partner, Senior Wealth Manager at Heritage Financial Services, Inc.
Industry Financial Services
Experience
Heritage Financial Services, LLC June 1997 - Present
BNY Mellon May 1996 - May 1997
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Retirement Planning, Personal Financial..., Asset Allocation, Investment Advisory, Investments, Insurance
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance
College for Financial Planning
Financial Planning and Services
Heritage Financial Services, LLC June 1997 - Present
BNY Mellon May 1996 - May 1997
Skills
Wealth Management, Certified Financial..., Strategic Financial..., Retirement Planning, Personal Financial..., Asset Allocation, Investment Advisory, Investments, Insurance
Education
Bentley University 1992 — 1996
Bachelor of Science (BS), Finance
College for Financial Planning
Financial Planning and Services
Nate Blum's Heritage Financial Services LLC Experience May 2009 - April 2010
Job District Representative at U.S. House of Representatives
Industry Government Administration
Experience
U.S. House of Representatives April 2013 - Present
Lincoln NE. 2010 - Present
BryanLGH Medical Center January 2004 - June 2013
Thrivent Financial for Lutherans December 2010 - April 2013
Heritage Financial Services LLC May 2009 - April 2010
BryanLGH Medical Center October 2002 - January 2004
Midwest Eye Care June 1999 - January 2000
Wendy's July 1996 - May 1999
Skills
Leadership, Fundraising, Community Outreach, Customer Service, Long-term Care, Insurance, Healthcare, Public Speaking, Small Business, Employee Benefits, Program Development, Event Planning, Medical Terminology, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Team Building, Leadership Development, Recruiting, Interviews, Spanish, Microsoft Office, Retirement Planning, Strategic Financial..., Strategic Planning, PowerPoint, Financial Analysis, Microsoft Excel, Management, Project Development, Networking, Public Outreach
Education
University of Nebraska-Lincoln 2007 — 2009
Bachelor of Arts, Psychology
Southeast Community College 2003 — 2008
Associate of Arts, Psychology
U.S. House of Representatives April 2013 - Present
Lincoln NE. 2010 - Present
BryanLGH Medical Center January 2004 - June 2013
Thrivent Financial for Lutherans December 2010 - April 2013
Heritage Financial Services LLC May 2009 - April 2010
BryanLGH Medical Center October 2002 - January 2004
Midwest Eye Care June 1999 - January 2000
Wendy's July 1996 - May 1999
Skills
Leadership, Fundraising, Community Outreach, Customer Service, Long-term Care, Insurance, Healthcare, Public Speaking, Small Business, Employee Benefits, Program Development, Event Planning, Medical Terminology, Disability Insurance, Health Insurance, Life Insurance, Fixed Annuities, Team Building, Leadership Development, Recruiting, Interviews, Spanish, Microsoft Office, Retirement Planning, Strategic Financial..., Strategic Planning, PowerPoint, Financial Analysis, Microsoft Excel, Management, Project Development, Networking, Public Outreach
Education
University of Nebraska-Lincoln 2007 — 2009
Bachelor of Arts, Psychology
Southeast Community College 2003 — 2008
Associate of Arts, Psychology
Joshua Moscov Joshua Moscov's Heritage Financial Services LLC Experience March 2014 - Present
Job Vice President and Financial Advisor at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC March 2014 - Present
Pharos Systems International January 2012 - February 2014
PAETEC November 2000 - December 2011
Veramark January 1998 - October 2000
Sprint PSC 1996 - 1998
Education
Bryant University 1990 — 1994
BS, Marketing
Brighton High School
Heritage Financial Services, LLC March 2014 - Present
Pharos Systems International January 2012 - February 2014
PAETEC November 2000 - December 2011
Veramark January 1998 - October 2000
Sprint PSC 1996 - 1998
Education
Bryant University 1990 — 1994
BS, Marketing
Brighton High School
Gretchen (Davidsen) Keneshea Gretchen (Davidsen) Keneshea's Heritage Financial Services LLC Experience January 2015 - Present
Job Wealth Advisor at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC January 2015 - Present
Fidelity Family Office Services July 2012 - October 2013
Covenant Trust Company October 2011 - October 2012
Family Navigation Strategies, LLC April 2010 - July 2012
JPD Family Office August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007) March 2005 - July 2008
Fidelity Management Trust Company 2002 - 2005
Wit SoundView Group 1999 - 2001
Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Private Wealth Management Certificate
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (M.B.A.)
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)
Heritage Financial Services, LLC January 2015 - Present
Fidelity Family Office Services July 2012 - October 2013
Covenant Trust Company October 2011 - October 2012
Family Navigation Strategies, LLC April 2010 - July 2012
JPD Family Office August 2008 - August 2010
New England Health Imaging (Sold to AIQ in Nov. 2007) March 2005 - July 2008
Fidelity Management Trust Company 2002 - 2005
Wit SoundView Group 1999 - 2001
Skills
Leadership, Competitive Analysis, Business Planning, Family Office, Wealth Management..., Business Strategy, Strategic Planning, Family Business, Governance, Financial Analysis, Asset Allocation, Entrepreneurship, Marketing Communications, Leadership Development, Strategic Planning..., Private Wealth..., NextGen, Strategic Consulting, Process Consulting, Business Analysis, Market Analysis, Marketing Strategy, Team Oriented, Mentoring, Innovative Thinking, Creative Problem Solving, Relationship Development
Education
University of Pennsylvania - The Wharton School 2009 — 2009
Private Wealth Management Certificate
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2007
Master of Business Administration (M.B.A.)
University of New Hampshire 1994 — 1998
Bachelor of Arts (B.A.), Communication (Concentration in Business)
Joseph Lorusso's Heritage Financial Services LLC Experience July 2015 - Present
Job Trader at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC July 2015 - Present
Crowninshield Financial Research June 2014 - August 2014
Babson College May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Market Research, Public Speaking, Social Media, Facebook, Spanish, SharePoint, Microsoft Word, Access, Social Networking, Social Media Marketing, Microsoft Sharepoint, Analysis, Digital Marketing, Financial Reporting, Research, Editing, Fundraising, Management, Team Leadership, Financial Analysis, Data Analysis, WordPress, Salesforce.com, Outlook, Blogging
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.) in Business Management, Finance and Economics, Senior
Xaverian Brothers High School 2007 — 2011
Heritage Financial Services, LLC July 2015 - Present
Crowninshield Financial Research June 2014 - August 2014
Babson College May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Market Research, Public Speaking, Social Media, Facebook, Spanish, SharePoint, Microsoft Word, Access, Social Networking, Social Media Marketing, Microsoft Sharepoint, Analysis, Digital Marketing, Financial Reporting, Research, Editing, Fundraising, Management, Team Leadership, Financial Analysis, Data Analysis, WordPress, Salesforce.com, Outlook, Blogging
Education
Babson College 2011 — 2015
Bachelor of Science (B.S.) in Business Management, Finance and Economics, Senior
Xaverian Brothers High School 2007 — 2011
Chuck Bean's Heritage Financial Services LLC Experience January 1996 - Present
Job President and Director of Wealth Management at Heritage Financial Services, LLC
Industry Investment Management
Experience
Heritage Financial Services, LLC January 1996 - Present
Commonwealth Financial Network October 1995 - June 2009
John Hancock Financial Services September 1990 - September 1995
Skills
Investments, Asset Allocation, Investment Advisory, Wealth, Retirement Planning, Retirement, Finance, Mutual Funds, Estate Planning, Investment Strategies, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Series 65, Asset Management, Portfolio Management, Financial Advice, Asset Managment, Wealth Management, High Net Worth..., Financial Services
Education
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Science, Finance
The American College 1997 — 1999
Chartered Financial Consultant, Wealth Management
The American College 1994 — 1996
Chartered Life Underwriter, Retirement and Estate Planning
Phillips Andover Academy 1985 — 1986
PG, High School
Heritage Financial Services, LLC January 1996 - Present
Commonwealth Financial Network October 1995 - June 2009
John Hancock Financial Services September 1990 - September 1995
Skills
Investments, Asset Allocation, Investment Advisory, Wealth, Retirement Planning, Retirement, Finance, Mutual Funds, Estate Planning, Investment Strategies, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Series 65, Asset Management, Portfolio Management, Financial Advice, Asset Managment, Wealth Management, High Net Worth..., Financial Services
Education
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Science, Finance
The American College 1997 — 1999
Chartered Financial Consultant, Wealth Management
The American College 1994 — 1996
Chartered Life Underwriter, Retirement and Estate Planning
Phillips Andover Academy 1985 — 1986
PG, High School
Shipra Agarwal's Heritage Financial Services LLC Experience August 2015 - Present
Job Marketing Associate at Heritage Financial Services, Boston
Industry Marketing and Advertising
Experience
Heritage Financial Services, LLC August 2015 - Present
McDonald's India April 2012 - March 2014
McDonald's India April 2011 - June 2011
Wockhardt Hospitals Ltd May 2008 - October 2009
Skills
Marketing, Market Research, Strategy, Marketing Management, Project Planning, Team Management, Brand Management, Consumer Insight, Sales Management, Sales Promotion, Medicine, Creative Writing, Data Analysis
Education
Bunker Hill Community College 2015 — 2015
Social Media Marketing Certification
Narsee Monjee Institute of Management Studies 2010 — 2012
Master of Business Administration, Marketing
G. R. Medical College, Gwalior 2002 — 2008
Bachelor of Medicine, Bachelor of Surgery
Bishop Conrad Sr. Sec. School 1991 — 2001
HSC, Science
Heritage Financial Services, LLC August 2015 - Present
McDonald's India April 2012 - March 2014
McDonald's India April 2011 - June 2011
Wockhardt Hospitals Ltd May 2008 - October 2009
Skills
Marketing, Market Research, Strategy, Marketing Management, Project Planning, Team Management, Brand Management, Consumer Insight, Sales Management, Sales Promotion, Medicine, Creative Writing, Data Analysis
Education
Bunker Hill Community College 2015 — 2015
Social Media Marketing Certification
Narsee Monjee Institute of Management Studies 2010 — 2012
Master of Business Administration, Marketing
G. R. Medical College, Gwalior 2002 — 2008
Bachelor of Medicine, Bachelor of Surgery
Bishop Conrad Sr. Sec. School 1991 — 2001
HSC, Science
Joseph Waters Jr., CFP®'s Heritage Financial Services LLC Experience March 2013 - Present
Job Comprehensive Financial Planner at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC March 2013 - Present
Winchester Financial Group, Inc. April 2008 - March 2013
Investors Marketing June 2007 - November 2007
Northwestern Mutual January 2003 - January 2007
Skills
Retirement, Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Properties, Fixed Annuities, Wealth Management, Investment Strategies, Investments, Investment Advisory, Financial Planning, First Time Home Buyers, Series 7, Mutual Funds, Disability Insurance, Financial Planners, Financial Goals, Portfolio Management, Wealth Preservation..., IRAs, Comprehensive Financial..., Certified Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MS, Personal Financial Planning
Bentley University 1998 — 2002
BS, Economics/Finance
Malden Catholic
Heritage Financial Services, LLC March 2013 - Present
Winchester Financial Group, Inc. April 2008 - March 2013
Investors Marketing June 2007 - November 2007
Northwestern Mutual January 2003 - January 2007
Skills
Retirement, Estate Planning, Retirement Planning, Asset Allocation, Financial Advisory, Strategic Financial..., Investment Properties, Fixed Annuities, Wealth Management, Investment Strategies, Investments, Investment Advisory, Financial Planning, First Time Home Buyers, Series 7, Mutual Funds, Disability Insurance, Financial Planners, Financial Goals, Portfolio Management, Wealth Preservation..., IRAs, Comprehensive Financial..., Certified Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2003
MS, Personal Financial Planning
Bentley University 1998 — 2002
BS, Economics/Finance
Malden Catholic
Adam Welch, CAS's Heritage Financial Services LLC Experience August 2009 - March 2010
Job Account Executive at Resource Insurance Consultants
Industry Financial Services
Experience
Resource Insurance Consultants May 2014 - Present
Resource Insurance Consultants September 2012 - May 2014
Insurance Agency Marketing Services, Inc April 2010 - September 2012
Heritage Financial Services, LLC August 2009 - March 2010
Skills
Fixed Annuities, Marketing, Insurance, Life Insurance, Variable Annuities, IRAs, Mutual Funds, Retirement Planning, Cold Calling, Asset Management, Series 63, Finance, Investment Advisory, Health Insurance, Wealth Management, Sales, Whole Life, Wealth, Universal Life, Series 7, Underwriting, Estate Planning, Financial Services, Term Life Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance, Retirement, Financial Planners, 401k, Investments, Wealth Accumulation, Securities
Education
Hastings College 2005 — 2009
B.A., Business Administration & Health Promotion Management
Institute of Business and Finance
Certified Annuity Specialist (CAS)
Resource Insurance Consultants May 2014 - Present
Resource Insurance Consultants September 2012 - May 2014
Insurance Agency Marketing Services, Inc April 2010 - September 2012
Heritage Financial Services, LLC August 2009 - March 2010
Skills
Fixed Annuities, Marketing, Insurance, Life Insurance, Variable Annuities, IRAs, Mutual Funds, Retirement Planning, Cold Calling, Asset Management, Series 63, Finance, Investment Advisory, Health Insurance, Wealth Management, Sales, Whole Life, Wealth, Universal Life, Series 7, Underwriting, Estate Planning, Financial Services, Term Life Insurance, Long-term Care, Financial Analysis, Long Term Care Insurance, Retirement, Financial Planners, 401k, Investments, Wealth Accumulation, Securities
Education
Hastings College 2005 — 2009
B.A., Business Administration & Health Promotion Management
Institute of Business and Finance
Certified Annuity Specialist (CAS)
Richard Pszenny, CFA, CAIA's Heritage Financial Services LLC Experience June 2014 - Present
Job
Industry Investment Management
Experience
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
Heritage Financial Services, LLC June 2014 - Present
NEPC May 2012 - May 2014
Bank of America August 2009 - May 2012
US Trust, Bank of America Private Wealth Management September 2006 - August 2009
Liberty Mutual Insurance August 2004 - September 2006
Liberty Mutual Insurance May 2003 - August 2004
The Boston Company Asset Management, LLC July 2002 - May 2003
BNY Mellon February 2001 - July 2002
Skills
Portfolio Management, Asset Management, Investments, Asset Allocation, Mutual Funds, Alternative Investments, Investment Management, Financial Analysis, Trading, High Net Worth..., Pensions, Bloomberg, Excel, PowerPoint, Client Presentation, Institutional...
Education
University of Massachusetts at Amherst - Isenberg School of Management 1996 — 2000
B.B.A. Degree, Finance, Investments; Finance and Economics
Mariana Munoz de Schell's Heritage Financial Services LLC Experience August 2005 - December 2005
Job Operations Director at Food Bank of Lincoln
Industry Nonprofit Organization Management
Experience
Food Bank of Lincoln March 2014 - Present
Food Bank of Lincoln July 2010 - Present
Food Bank of Lincoln April 2011 - February 2014
Home January 2010 - July 2010
Ameritas Life Insurance Corp. January 2006 - January 2010
Heritage Financial Services, LLC August 2005 - December 2005
Talent Plus, Inc. November 2000 - July 2005
Allied Insurance June 1999 - October 2000
Forke Brothers, Inc. September 1997 - June 1999
Skills
Coaching, Customer Service, Leadership Development, Recruiting, Sales, Spanish, Staff Development, Strategic Planning, Succession Planning, Time Management
Education
Tecnológico de Monterrey 1992 — 1996
BS BA, Business Administration
Food Bank of Lincoln March 2014 - Present
Food Bank of Lincoln July 2010 - Present
Food Bank of Lincoln April 2011 - February 2014
Home January 2010 - July 2010
Ameritas Life Insurance Corp. January 2006 - January 2010
Heritage Financial Services, LLC August 2005 - December 2005
Talent Plus, Inc. November 2000 - July 2005
Allied Insurance June 1999 - October 2000
Forke Brothers, Inc. September 1997 - June 1999
Skills
Coaching, Customer Service, Leadership Development, Recruiting, Sales, Spanish, Staff Development, Strategic Planning, Succession Planning, Time Management
Education
Tecnológico de Monterrey 1992 — 1996
BS BA, Business Administration
Jake Dinan's Heritage Financial Services LLC Experience August 2009 - Present
Job Financial Advisor at Heritage Financial Services LLC
Industry Financial Services
Experience
Heritage Financial Services LLC August 2009 - Present
Envision Investment Advisors November 2008 - July 2009
Pacific Life November 2007 - December 2008
Securites America 2004 - 2007
Education
University of Nebraska at Omaha 2000 — 2005
Finance
Heritage Financial Services LLC August 2009 - Present
Envision Investment Advisors November 2008 - July 2009
Pacific Life November 2007 - December 2008
Securites America 2004 - 2007
Education
University of Nebraska at Omaha 2000 — 2005
Finance
Beth Opishinski's Heritage Financial Services LLC Experience January 2013 - Present
Job Wealth Advisor, Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services, LLC January 2013 - Present
Freelance Services March 2010 - December 2012
US Trust, Bank of America August 2004 - February 2010
Private Banking Group, Fleet Bank January 2002 - August 2004
Private Banking Group, BankBoston/Fleet Bank December 1997 - January 2002
Private Banking, BankBoston September 1993 - December 1997
Education
Tufts University
MA, German Language & Literature
University of Tübingen
German Language and Literature
University of Rhode Island
BA, German Language & Literature
The University of Freiburg
German Language and Literature
Heritage Financial Services, LLC January 2013 - Present
Freelance Services March 2010 - December 2012
US Trust, Bank of America August 2004 - February 2010
Private Banking Group, Fleet Bank January 2002 - August 2004
Private Banking Group, BankBoston/Fleet Bank December 1997 - January 2002
Private Banking, BankBoston September 1993 - December 1997
Education
Tufts University
MA, German Language & Literature
University of Tübingen
German Language and Literature
University of Rhode Island
BA, German Language & Literature
The University of Freiburg
German Language and Literature
James Philbin's Heritage Financial Services LLC Experience October 2013 - April 2014
Job Cashier at Anthony's Coal Fired Pizza
Industry Financial Services
Experience
Anthony's Coal Fired Pizza June 2015 - Present
Roche Bros. Supermarkets October 2011 - May 2015
Heritage Financial Services, LLC October 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork
Education
James Madison University 2014 — 2018
Finance, General
Anthony's Coal Fired Pizza June 2015 - Present
Roche Bros. Supermarkets October 2011 - May 2015
Heritage Financial Services, LLC October 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork
Education
James Madison University 2014 — 2018
Finance, General