Intercoastal Financial Group, LLC
Address: 100 Essex St, Groton, CT 06340 Phone: (860) 572-9995: : : : Hours: : Website: Category: : Place name: Website: http://boatloan.com/ Category: Financial consultant 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 Intercoastal Financial Group Posting publicly on the Web Write a review Reviews Be the first to review
Intercoastal Financial Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Intercoastal Financial Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Intercoastal Financial Group, LLC Employees
Intercoastal Financial Group, LLC 1994 - Present
Education
Florida State University
Bachelor of Arts (B.A.), Finance, Economics
Raymond James Tax Credit Funds January 2014 - Present
Continental June 2013 - October 2013
Highway Two April 2012 - May 2013
Pacific Cycle 2011 - 2012
Select Staffing (Placed at Automotive Technology Systems March 2010 - June 2011
Intercoastal Financial Group, LLC October 2006 - August 2009
Alpha Property Management, LLC January 2004 - October 2006
Tamarack Property Management March 2003 - January 2004
Reliance Property Management March 2001 - January 2003
Skills
SAP, Oracle, Yardi, Lotus Notes, Journal Entries, Financial Accounting, Collections, Data Entry, Data Analysis, HUD, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Reconciliation, General Ledger, Invoicing, Expenses, Reconciliations, Reconciling, Billing, Budgeting, Access, Cash, GAAP, PowerPoint, Statements, SOX, Problem Solving, Real Estate, Rural Development, Yardi Voyager, Rent Roll, Apartments, Leases, Microsoft Excel, Section 8, LIHTC, Tax Credits, Property Management, Property, Cost Accounting, Financial Statements, Microsoft Office, Management, Customer Service, Sales, Microsoft Word, Auditing
Education
University of Central Florida 1997 — 2000
Bachelors of Science, Accounting, Business Administration
Daytona Beach Community College 1994 — 1998
Associates Degrees, General Studies
Orion Real Estate Services, Inc. January 2014 - Present
Mercy Housing June 2012 - December 2013
Intercoastal Financial Group, LLC August 2005 - June 2012
Charles Williams REIC June 2000 - August 2005
Skills
Property, Lease Administration, Property Management, Leases, Apartments, Rentals, Affordable Housing, Corporate Real Estate, Disposition, HUD, LIHTC, Nonprofits, Real Estate Economics
Education
Jacksonville State University 1985 — 1989
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Georgia Highlands College 1983 — 1985
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Intercoastal Financial Group, LLC October 2010 - Present
Trident Funding September 2007 - July 2010
Ship and Sail, Inc. August 1991 - September 2007
Skills
Marinas, New Business Development, Team Building, Sailing, Negotiation, Boating, International Sales, Maritime, Marketing Strategy, Yachting, Ports, Charter, Direct Sales, Customer Service, Contract Negotiation, Shipping, P&L Management, Sales, Selling, Transportation, Account Management, Operations Management, Navigation, Logistics, Start-ups, Sales Operations, Online Marketing, Business Development, Small Business, Business Planning, International Shipping, Pricing
Education
Southwest Missouri State University 1971 — 1974
Intercoastal Marine Group March 2009 - Present
Intercoastal Financial Group, LLC 2009 - Present
Pacific Yacht Finance, Inc April 2001 - Present
USANA Health Sciences April 2006 - Present
Skills
Loans, Team Building, Strategic Planning, Negotiation, Customer Service, New Business Development, Maritime, Retirement Planning, Public Speaking, Portfolio Management, Brokers, Contract Negotiation, Financial Services, Marketing Strategy, Insurance, Marketing, Fixed Annuities, Social Media, Microsoft Office, Sales, Start-ups, Sales Management, Business Strategy, Management, Credit, Life Insurance, Entrepreneurship, Small Business, Business Planning, Online Marketing, Business Development, Selling, Boating, Strategy, Sailing, Direct Sales, Yachting, Boat, Business, International Sales, Online Advertising
Education
Louisiana State University Health Sciences Center 1994 — 1997
Bachelors, Holistic Nutrition
Point Loma High School, San Diego
Intercoastal Financial Group, LLC April 2013 - Present
Russo Marine September 2000 - July 2010
The CIT Group 1997 - 2000
Unitil Service Corp. June 1989 - September 1997
Skills
Credit, Marine Underwriting..., World Class Customer..., Dealer Operations, Banking, Loans, Negotiation, Contract Negotiation, Organization, Office Management, Customer Service, Finance, Sales, Business Development, Boat, Maritime, Management, Marketing, Yachting, Retail, New Business Development
Education
Emmanuel College
Freedom Boat Club August 2015 - Present
Intercoastal Financial Group, LLC February 2013 - Present
Gateway Group VR January 2009 - Present
Freedom Boat Club 2015 - 2015
Wintron Electronics July 2010 - September 2011
Marshall Distributing November 2009 - July 2010
Regal Marine Industries, Inc. September 2006 - November 2008
Trident Funding Corporation February 2006 - September 2006
Chris-Craft Corporation July 2004 - February 2006
Bombardier Recreational Products June 1996 - July 2004
Skills
New and existing..., Sales Training and..., Projections and Product..., New Business Development, Business Development, Management, Training, Sales Management, District Sales..., Regional Development, Account Management, Territory Development, Team Building, Selling, Sales Operations, Forecasting, Marketing Strategy, Strategic Planning, Leadership, Product Planning, Sales, Retail, Marketing, Selling Skills, Inventory Management, Manufacturing, Cash Flow Forecasting, Product Development, Direct Sales, Negotiation, Boat, Product Marketing, Trade Shows, Boating, Recruiting, Sales Process, B2B, Yachting, Market Planning
Education
Keene State College 1972 — 1974
Completed 2 years Course Work, Education
Massachusetts Institute of Technology 1972 — 1974
Education
Intercoastal Financial Group, LLC February 2009 - Present
Key Bank October 2005 - September 2008
First New England Financial (Capital One Bank) May 1992 - September 2005
Skills
Personal Finance, Yachts, Boating, Yachting, Credit, Sales, Maritime, Loans, New Business Development, Underwriting, Portfolio Management, Sales Process, Sales Management, Credit Analysis, International Business, Negotiation, Finance, Sales Operations, Management, Consumer Lending, Customer Service, Banking, Executive Management, Boat, Relationship Management, Commercial Lending, Team Building, Small Business Lending, Investments, Risk Management, Sailing, Insurance
Education
University of Florida - Warrington College of Business Administration 1980 — 1983
Finance, Finance, Zoology
Intercoastal Financial Group, LLC November 2014 - Present
Intercoastal Financial Group, LLC February 1999 - November 2014
Skills
Basel III, Contact Center..., Insourcing, Sales Management, Licensed Life & Health..., Business Economics, Loans, Yachting, Credit, Commercial Lending, Sales, Consumer Lending, Management, Selling, Loan Origination, Sailing, Mortgage Lending, Customer Service, Contract Negotiation
Education
University of Central Florida 1987 — 1990
Business Administration, Management
George E. Warren Corporation September 2009 - Present
Intercoastal Financial Group, LLC June 2002 - June 2009
SRC Technology June 1999 - June 2002
Technology Integration Group June 1997 - June 1999
Education
University of Delaware 1986 — 2001
BS, Business Administration