Highland Financial Group

Description

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

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Highland Financial Group Employees

Employee
Years
Job
Industry
Keith Gilbreath Keith Gilbreath Greater Boston Area Details
Keith Gilbreath's Highland Financial Group Experience January 2013 - Present
Job Financial Professional with Highland Financial Group
Industry Financial Services
Experience
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)

William Dreyer William Dreyer Westborough, Massachusetts Details
William Dreyer's Highland Financial Group Experience 2011 - 2013
Job CEO
Industry Financial Services
Experience
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

Robert Roselli, CFP® Robert Roselli, CFP® Greater Boston Area Details
Robert Roselli, CFP®'s Highland Financial Group Experience December 2014 - Present
Job Financial Professional at Highland Financial Group
Industry Financial Services
Experience
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

Poonam Walia, EA CFP® Poonam Walia, EA CFP® Greater Boston Area Details
Poonam Walia, EA CFP®'s Highland Financial Group Experience January 2012 - Present
Job Financial Professional | Tax Advisor
Industry Financial Services
Experience
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

Jim Riggio Jim Riggio West Palm Beach, Florida Area Details
Jim Riggio's Highland Financial Group Experience January 2004 - Present
Job Principal at Highland Financial Group
Industry Financial Services
Experience
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

Thomas Mori Thomas Mori Greater Boston Area Details
Thomas Mori's Highland Financial Group Experience May 2015 - August 2015
Job Senior Associate Intern at Highland Financial Group
Industry Financial Services
Experience
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.

Robert Zorn Robert Zorn Wellesley Hills, Massachusetts Details
Robert Zorn's Highland Financial Group Experience March 2015 - Present
Job Financial Professional at Highland Financial Group
Industry Financial Services
Experience
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

Selena Coverdale Selena Coverdale Greater New York City Area Details
Selena Coverdale's Highland Financial Group Experience February 2011 - Present
Job Experienced Program Manager with a background in Software Engineering/Software Architecture
Industry Computer Software
Experience
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

Luke Sotir Luke Sotir Greater Boston Area Details
Luke Sotir's Highland Financial Group Experience 1995 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
Highland Financial Group   1995 - Present

Education
Boston College Law School   1997 — 2000
JD

Amherst College   1987 — 1991
BA

Noble & Greenough   1981 — 1987

Sakone Phommasak Sakone Phommasak Orange County, California Area Details
Sakone Phommasak's Highland Financial Group Experience September 2007 - July 2008
Job Vice President of Sales at Ascentium Capital
Industry Financial Services
Experience
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

Donna Walsh Donna Walsh Wellesley Hills, Massachusetts Details
Donna Walsh's Highland Financial Group Experience January 2013 - Present
Job Financial Professional
Industry Financial Services
Experience
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