Highland Financial Group
Located in: Wellesley Office ParkAddress: 93 Worcester St suite 103, Wellesley, MA 02481 Phone: (781) 890-2958: Hours: : : : Website: : Category: : Place name: Website: http://www.hfngrp.com/ Category: Insurance agency 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 Highland Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
Highland Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Highland Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Highland Financial Group Employees
Highland Financial Group January 2013 - Present
Elite Sports Clubs January 2011 - December 2012
Columbia Association February 2006 - November 2010
Great Wolf Lodge March 2000 - May 2005
Skills
Financial Planning, Life Insurance, Financial Services, Retirement Planning, Investment Strategies, Permanent Life Insurance, 401k Rollovers, Retirement Savings, Term Life Insurance, Asset Allocation, College Savings Plans, Risk Management, Tax-advantaged..., Employee Benefits, Small Business, Team Building, Customer Service, Coaching, Performance Management, Hiring, Leadership Development, Employee Relations, Budgeting, Customer Relations, Change Management, Mentoring, Scheduling, Finance, Annuity Sales, Distribution Strategies
Education
Elon University 1992 — 1997
B.A, Psychology
Hunterdon Central 1987 — 1991
United States Marine Corps (Reserve)
International Partnerships LLC 2013 - Present
Rutgers University 2015 - 2015
Rutgers University 2015 - 2015
Highland Financial Group 2011 - 2013
GWS US Operations 1992 - 1995
Skills
Start-ups, Management Consulting, Finance, Entrepreneurship, Small Business, Venture Capital, Due Diligence, Strategic Planning, Business Planning, Management, Mergers
Education
The London School of Economics and Political Science (LSE) 1990 — 1991
International Relations and Affairs
Columbia University - Columbia Business School 1973 — 1975
Master of Business Administration (M.B.A.), International Business
Rutgers University-New Brunswick 1966 — 1970
Bachelor of Arts (B.A.), Economics
Highland Financial Group December 2014 - Present
Santander Bank, N.A. November 2013 - November 2014
Highland Financial Group June 2011 - November 2013
Wellington Management July 2010 - February 2011
BNY Mellon September 2006 - July 2010
BNY Mellon October 2003 - September 2006
Primerica Financial Services September 1999 - September 2003
BNY Mellon December 1996 - September 1999
Fidelity Investments 1994 - 1996
State Street Bank 1991 - 1994
Education
Merrimack College 2006 — 2008
CFP, certificate of advanced study in financial planning
Merrimack College 1987 — 1991
B.S, Accounting
Highland Financial Group January 2012 - Present
Accounting Solutions, Inc September 2003 - Present
Skills
Tax Preparation, Certified Financial..., Tax Audit Representation, Strategic Financial..., Income Tax, IRS, Tax Returns, Tax, QuickBooks, Tax Accounting, Accounts Receivable, Financial Reporting, Financial Accounting, Tax Research, Auditing, Corporate Tax, Tax Advisory, Partnership Taxation, Bookkeeping, Finance
Education
Boston University 2007 — 2008
Certificate in Financial Planning, Insurance, Tax, Investment, Retirement and Estate Planning.
Lady Irwin College, New Delhi, India
BSc, Sciences, Education
Highland Financial Group January 2004 - Present
Unisys October 2002 - December 2003
PricewaterhouseCoopers October 1995 - October 2002
Petrie Stores, Inc June 1993 - October 1995
IBM August 1984 - June 1993
Skills
IT Strategy, Management Consulting, Risk Management, Finance, Start-ups, Financial Services, Investments, Portfolio Management, Mutual Funds, Sales, Management, Hedge Funds, Program Management, Strategy, Business Process..., Business Intelligence, Outsourcing, Business Transformation, Change Management, Business Analysis, Strategic Planning, Consulting
Education
New York University - Polytechnic School of Engineering 1986 — 1990
MS, Information Technology and Management
New York University - Polytechnic School of Engineering 1980 — 1984
BS, Computer Science
Highland Financial Group May 2015 - August 2015
Galbraith Laboratories, Inc August 2013 - May 2015
Wittenberg University May 2013 - June 2013
Wittenberg University August 2012 - May 2013
Skills
Strategic Planning, Marketing Strategy, Project Management, Lean Operations, Microsoft Office, Business Analytics, Financial Analysis, Data Analysis, GMP, Analytical Chemistry, Chemistry, Spectroscopy, Organic Chemistry, Perceptual Mapping, Inventory Control, Laboratory, Quality Control
Education
Haslam College of Business at the University of Tennessee 2014 — 2015
Master of Business Administration (MBA)
Wittenberg University 2009 — 2013
Bachelor's, Chemistry B.A.
Highland Financial Group March 2015 - Present
Education
Babson College 1982 — 1987
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1978 — 1982
Bachelor’s Degree, Business Management
Highland Financial Group February 2011 - Present
Distinctive Cards & Gifts November 2004 - December 2010
EMC July 2006 - May 2009
EMC June 2004 - July 2006
EMC March 2000 - June 2004
EMC June 1997 - March 2000
EMC June 1994 - June 1997
DEC 1988 - 1994
Skills
Agile Methodologies, Program Management, Cross-functional Team..., Product Management, Unix, Project Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 1999
MBA, Management
Cornell University 1983 — 1987
BS Engineering, Material Science and Engineering
Highland Financial Group 1995 - Present
Education
Boston College Law School 1997 — 2000
JD
Amherst College 1987 — 1991
BA
Noble & Greenough 1981 — 1987
Ascentium Capital April 2014 - Present
Balboa Capital Corp. July 2013 - March 2014
Balboa Capital Corp. November 2012 - July 2013
Taycor Financial January 2011 - April 2012
Decada Financial Group August 2008 - 2011
Highland Financial Group September 2007 - July 2008
Commercial Finance & Leasing Bank of Cardiff August 2006 - July 2007
Skills
Finance, Financial Services, Credit, Commercial Finance, Funding, New Business Development, Leadership, Asset Based Lending, Credit Analysis, Vendor Management, Sales Management, Sales, Commercial Lending, Customer Retention, Small Business, Contract Negotiation, Factoring, Small Business Lending, CRM, Capital Equipment, Working Capital..., Financial Analysis, Structured Finance, Portfolio Management, Syndications, Sales Presentations, Interest Rate Swaps, Sage CRM, CRM databases, Dunn & Bradstreet, Leveraged Finance, Merchant Cash Advance, Project Finance, Refinance, Start-ups, Business Acquisition...
Education
Cal State Fullerton
Political Science/Econ
Fullerton College
Politcal Science/Econ
Highland Financial Group January 2013 - Present
Merrill Lynch December 2007 - November 2012
Cumberland Farms June 1990 - May 2005
Skills
Investments, Retirement Planning, Finance, Cash Management, Retirement, Payroll, Series 7, Wealth Management, Asset Allocation, Strategic Financial..., Investment Advisory, Series 66, Loans
Education
Suffolk University - Sawyer School of Management
MBA, Finance
Suffolk University - Sawyer School of Management
BSBA, BS in Accounting