IW Financial
Description
Address: 80 Exchange St # 22, Portland, ME 04101 Phone: (207) 773-2333Place name: Category: : : Website: Hours: : : : : Website: https://www.issgovernance.com/esg/custom-esg-ratings/ Category: Financial Planner 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 I W Financial Posting publicly on the Web Write a review Reviews Be the first to review
IW Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at IW Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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IW Financial Employees
Employee
Years
Job
Industry
Greg Belanger Greg Belanger's IW Financial Experience 2007 - 2009
Job Sales Director at Taxware
Industry Computer Software
Experience
Taxware December 2013 - Present
Taxware April 2013 - December 2013
EF Education First 2011 - April 2013
IW Financial 2007 - 2009
Thomson Reuters 1998 - 2007
Skills
Salesforce.com, Sales Management, New Business Development, Business Development, Strategic Planning, SaaS, Solution Selling, Team Building, Public Speaking, Sales Presentations, Training, Lead Generation, Account Management, Sales Process, Direct Sales, Sales, CRM, Selling
Education
Colby College 1989 — 1993
Bachelor of Arts (B.A.)
Taxware December 2013 - Present
Taxware April 2013 - December 2013
EF Education First 2011 - April 2013
IW Financial 2007 - 2009
Thomson Reuters 1998 - 2007
Skills
Salesforce.com, Sales Management, New Business Development, Business Development, Strategic Planning, SaaS, Solution Selling, Team Building, Public Speaking, Sales Presentations, Training, Lead Generation, Account Management, Sales Process, Direct Sales, Sales, CRM, Selling
Education
Colby College 1989 — 1993
Bachelor of Arts (B.A.)
Stephen Ronan Stephen Ronan's IW Financial Experience January 2008 - October 2008
Job Commercial Analyst (Financial Analyst III) at Citi
Industry Financial Services
Experience
Citi December 2012 - Present
Citi May 2011 - December 2012
Citi September 2009 - May 2011
New York Life Insurance Company December 2008 - August 2009
IW Financial January 2008 - October 2008
Skills
Marketing, Marketing Strategy, Data Analysis, Financial Analysis, Financial Reporting, Cognos, TM1, Project Management, Budgets, Hyperion Essbase, Microsoft Excel, Microsoft Word, PowerPoint, Creativity, Multi Tasking, Problem Solving, Operations Management
Education
East Tennessee State University
Bachelor of Business Administration, Marketing Management, 3.9 GPA, Summa Cum Laude
East Tennessee State University
Bachelor of Business Administration, Corporate Finance & Investments, 3.9 GPA - Summa Cum Laude
Citi December 2012 - Present
Citi May 2011 - December 2012
Citi September 2009 - May 2011
New York Life Insurance Company December 2008 - August 2009
IW Financial January 2008 - October 2008
Skills
Marketing, Marketing Strategy, Data Analysis, Financial Analysis, Financial Reporting, Cognos, TM1, Project Management, Budgets, Hyperion Essbase, Microsoft Excel, Microsoft Word, PowerPoint, Creativity, Multi Tasking, Problem Solving, Operations Management
Education
East Tennessee State University
Bachelor of Business Administration, Marketing Management, 3.9 GPA, Summa Cum Laude
East Tennessee State University
Bachelor of Business Administration, Corporate Finance & Investments, 3.9 GPA - Summa Cum Laude
Mark Bateman Mark Bateman's IW Financial Experience November 2005 - March 2012
Job Founder and CEO at ENSOGO Analytics
Industry Financial Services
Experience
ENSOGO Analytics 2013 - Present
Aperio Group, LLC March 2015 - Present
Segue Point LLC May 2011 - Present
IW Financial November 2005 - March 2012
IRRC (now MSCI) August 1993 - July 2004
Senator Mark O. Hatfield June 1990 - June 1991
Skills
Corporate Social..., Sustainability, Governance, Research, Public Policy, Policy, Investments, Sustainable Business, Sustainability Reporting, Strategic Planning, Socially Responsible..., Environmental Awareness, Corporate Governance, Strategy, Analysis, Management, Sustainability..., Investor Relations, Business Development, Public Speaking, Sustainable Development, Asset Management, Project Management, Strategic Communications, Management Consulting, Climate Change
Education
The George Washington University 1994 — 1998
MA, Legislative Affairs
The Johns Hopkins University 1986 — 1990
BA, Political Science
ENSOGO Analytics 2013 - Present
Aperio Group, LLC March 2015 - Present
Segue Point LLC May 2011 - Present
IW Financial November 2005 - March 2012
IRRC (now MSCI) August 1993 - July 2004
Senator Mark O. Hatfield June 1990 - June 1991
Skills
Corporate Social..., Sustainability, Governance, Research, Public Policy, Policy, Investments, Sustainable Business, Sustainability Reporting, Strategic Planning, Socially Responsible..., Environmental Awareness, Corporate Governance, Strategy, Analysis, Management, Sustainability..., Investor Relations, Business Development, Public Speaking, Sustainable Development, Asset Management, Project Management, Strategic Communications, Management Consulting, Climate Change
Education
The George Washington University 1994 — 1998
MA, Legislative Affairs
The Johns Hopkins University 1986 — 1990
BA, Political Science
Lance Hooper Lance Hooper's IW Financial Experience 2007 - 2011
Job Business Management
Industry Financial Services
Experience
IW Financial 2007 - 2011
RITZ CAMERA 2002 - 2007
Education
East Tennessee State University
B.S, Business Administration
IW Financial 2007 - 2011
RITZ CAMERA 2002 - 2007
Education
East Tennessee State University
B.S, Business Administration
Josh Kastelein Josh Kastelein's IW Financial Experience September 2007 - May 2009
Job Software Engineer
Industry Computer Software
Experience
Crimson Hexagon September 2011 - January 2014
Busted Loop LLC June 2009 - October 2011
Stellarware August 2010 - September 2011
IW Financial September 2007 - May 2009
Concordia Partners LLC May 2005 - September 2007
On-line Technologies August 2003 - May 2005
Freelance October 2001 - July 2003
Aboutface.com September 2000 - October 2001
The Smith Group June 1998 - September 2000
Skills
Start-ups, Software Development, JavaScript, Java, Web Applications, Data Modeling, SQL, MySQL, PostgreSQL, Emerging Technologies, .NET, REST, Java Enterprise Edition, Hibernate, Ant
Education
University of Maine 1997 — 2001
Math & Physics
Lincoln Academy
Crimson Hexagon September 2011 - January 2014
Busted Loop LLC June 2009 - October 2011
Stellarware August 2010 - September 2011
IW Financial September 2007 - May 2009
Concordia Partners LLC May 2005 - September 2007
On-line Technologies August 2003 - May 2005
Freelance October 2001 - July 2003
Aboutface.com September 2000 - October 2001
The Smith Group June 1998 - September 2000
Skills
Start-ups, Software Development, JavaScript, Java, Web Applications, Data Modeling, SQL, MySQL, PostgreSQL, Emerging Technologies, .NET, REST, Java Enterprise Edition, Hibernate, Ant
Education
University of Maine 1997 — 2001
Math & Physics
Lincoln Academy
Valisa Griffin Valisa Griffin's IW Financial Experience July 2011 - August 2011
Job Associate Director of the Annual Fund at Oglethorpe University
Industry Higher Education
Experience
Oglethorpe University January 2015 - Present
Oglethorpe University August 2013 - January 2015
Tusculum College August 2011 - August 2013
IW Financial July 2011 - August 2011
East Tennessean October 2008 - May 2011
Unlimited Publicity July 2007 - July 2008
Skills
Fundraising, Nonprofits, Volunteer Management, Higher Education, Research, Grant Writing, Community Outreach, Event Planning, Public Speaking, Program Development, Editing, Social Media, Teaching, Leadership Development, Annual Giving, Event Management, Leadership, Public Relations, Instructional Design, Career Development
Education
East Tennessee State University 2007 — 2011
Bachelor's Degree, Mass Communications/Journalism
Oglethorpe University January 2015 - Present
Oglethorpe University August 2013 - January 2015
Tusculum College August 2011 - August 2013
IW Financial July 2011 - August 2011
East Tennessean October 2008 - May 2011
Unlimited Publicity July 2007 - July 2008
Skills
Fundraising, Nonprofits, Volunteer Management, Higher Education, Research, Grant Writing, Community Outreach, Event Planning, Public Speaking, Program Development, Editing, Social Media, Teaching, Leadership Development, Annual Giving, Event Management, Leadership, Public Relations, Instructional Design, Career Development
Education
East Tennessee State University 2007 — 2011
Bachelor's Degree, Mass Communications/Journalism
Shannon Van Dusen Shannon Van Dusen's IW Financial Experience July 2013 - December 2013
Job Owner & Author at Bake.Frost.Repeat
Industry Consumer Services
Experience
Wells Fargo Advisors April 2014 - Present
Bake.Frost.Repeat April 2010 - Present
IW Financial July 2013 - December 2013
Corporate Board Member, an NYSE Euronext Company May 2008 - December 2012
Georgia Department of Human Resources April 2005 - April 2008
Hutcheson Medical Center January 2003 - April 2005
Skills
Research, Interviews, Food, Databases, Hospitals, Social Media, Medicaid, Public Speaking, Editing, Market Research, Microsoft Office, Leadership, Blogging, Strategic Planning, Event Planning, Social Media Marketing
Education
East Tennessee State University 1994 — 1998
Bachelor of Science (B.S.), Dietetics/Dietitian
Wells Fargo Advisors April 2014 - Present
Bake.Frost.Repeat April 2010 - Present
IW Financial July 2013 - December 2013
Corporate Board Member, an NYSE Euronext Company May 2008 - December 2012
Georgia Department of Human Resources April 2005 - April 2008
Hutcheson Medical Center January 2003 - April 2005
Skills
Research, Interviews, Food, Databases, Hospitals, Social Media, Medicaid, Public Speaking, Editing, Market Research, Microsoft Office, Leadership, Blogging, Strategic Planning, Event Planning, Social Media Marketing
Education
East Tennessee State University 1994 — 1998
Bachelor of Science (B.S.), Dietetics/Dietitian
Ann Marie French Ann Marie French's IW Financial Experience July 2011 - June 2013
Job Director of Strategy at The Corporate Image
Industry Public Relations and Communications
Experience
The Corporate Image August 2015 - Present
The Corporate Image June 2013 - Present
IW Financial July 2011 - June 2013
Spirit of Saratoga magazine May 2008 - July 2011
Self Employed, Writer March 2009 - June 2011
The Ballston Journal February 2010 - August 2010
The Saratogian 2007 - 2009
Self Employed Writer August 2004 - October 2007
Vanderheyden Hall July 1998 - April 2004
Skills
Editing, Feature Articles, Research, Newsletters, Social Media, Proposal Writing, Publications, Analysis, Editorial, Community Outreach, Interviews, Storytelling, Corporate Social..., Training
Education
Kent State University 2013 — 2014
Master of Arts (M.A.), Journalism and Mass Communication with a Public Relations Concentration
University of New Hampshire 1991 — 1995
BA, English with minors in Justice Studies and Sociology
The Corporate Image August 2015 - Present
The Corporate Image June 2013 - Present
IW Financial July 2011 - June 2013
Spirit of Saratoga magazine May 2008 - July 2011
Self Employed, Writer March 2009 - June 2011
The Ballston Journal February 2010 - August 2010
The Saratogian 2007 - 2009
Self Employed Writer August 2004 - October 2007
Vanderheyden Hall July 1998 - April 2004
Skills
Editing, Feature Articles, Research, Newsletters, Social Media, Proposal Writing, Publications, Analysis, Editorial, Community Outreach, Interviews, Storytelling, Corporate Social..., Training
Education
Kent State University 2013 — 2014
Master of Arts (M.A.), Journalism and Mass Communication with a Public Relations Concentration
University of New Hampshire 1991 — 1995
BA, English with minors in Justice Studies and Sociology
Peter Tousignant's IW Financial Experience October 2008 - June 2009
Job Vice President, CRA Investment Officer at TD Bank Group
Industry Financial Services
Experience
TD Bank Group August 2011 - Present
The Sawyer Street Company November 2009 - November 2010
IW Financial October 2008 - June 2009
The Eagle Point Companies January 2008 - September 2008
Corporate Finance Associates April 2005 - January 2008
Skills
Investments, Asset Managment, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Strategic Planning, Mergers & Acquisitions, Strategy
Education
University of Southern Maine - School of Business 2003 — 2007
MBA
University of Southern Maine - Edmund S. Muskie School of Public Service 2002 — 2003
Graduate Certificate, Community Planning and Development
University of Arizona 1992 — 1996
BA, Geography
TD Bank Group August 2011 - Present
The Sawyer Street Company November 2009 - November 2010
IW Financial October 2008 - June 2009
The Eagle Point Companies January 2008 - September 2008
Corporate Finance Associates April 2005 - January 2008
Skills
Investments, Asset Managment, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Finance, Asset Management, Management, Strategic Planning, Mergers & Acquisitions, Strategy
Education
University of Southern Maine - School of Business 2003 — 2007
MBA
University of Southern Maine - Edmund S. Muskie School of Public Service 2002 — 2003
Graduate Certificate, Community Planning and Development
University of Arizona 1992 — 1996
BA, Geography
Johanna Dyer's IW Financial Experience October 2014 - Present
Job Strategic Sales at IW Financial
Industry Financial Services
Experience
IW Financial October 2014 - Present
Skills
Strategic Partnerships, Strategic Communications, Sales Management, OFAC, ESG, Solution Selling, Business Strategy, Customer Service, Financial Reporting, Cold Calling, Logistics, Transportation, Supply Chain, LTL, Freight, Logistics Management, Sales, Account Management, Shipping, Warehousing, Truckload, Negotiation, New Business Development, Freight Forwarding, Container, Pricing, Transportation..., Management, Air Freight, Operations Management, 3PL, Supply Chain Management, Contract Negotiation, Forecasting
Education
New England College 1999 — 2003
Bachelor's Degree
New England College 1999 — 2003
Bachelor's Degree
Somersworth High 1996 — 1999
High School
IW Financial October 2014 - Present
Skills
Strategic Partnerships, Strategic Communications, Sales Management, OFAC, ESG, Solution Selling, Business Strategy, Customer Service, Financial Reporting, Cold Calling, Logistics, Transportation, Supply Chain, LTL, Freight, Logistics Management, Sales, Account Management, Shipping, Warehousing, Truckload, Negotiation, New Business Development, Freight Forwarding, Container, Pricing, Transportation..., Management, Air Freight, Operations Management, 3PL, Supply Chain Management, Contract Negotiation, Forecasting
Education
New England College 1999 — 2003
Bachelor's Degree
New England College 1999 — 2003
Bachelor's Degree
Somersworth High 1996 — 1999
High School
Sarah Gabler's IW Financial Experience January 2012 - Present
Job Account Executive at IW Financial
Industry Information Services
Experience
IW Financial January 2012 - Present
GMI (GovernanceMetrics International) August 2007 - December 2011
Hemscott/ Bigdough 2004 - 2007
Mergent, Inc. 1999 - 2004
Education
Drew University 1974 — 1980
IW Financial January 2012 - Present
GMI (GovernanceMetrics International) August 2007 - December 2011
Hemscott/ Bigdough 2004 - 2007
Mergent, Inc. 1999 - 2004
Education
Drew University 1974 — 1980
Benjamin Callanen's IW Financial Experience 2007 - 2009
Job Foreign Service Officer at US Department of State
Industry Financial Services
Experience
US Department of State August 2009 - Present
Conflict Securities Advisory Group, Inc 2007 - 2009
IW Financial 2007 - 2009
White & Case September 2004 - April 2006
Skills
Legal Research, Financial Modeling, International Relations, Legal Writing, Nonprofits, Policy Analysis, Public Policy, Public Speaking, Research
Education
The George Washington University 2006 — 2008
University of Virginia 1999 — 2003
BA, Foreign Affairs, Spanish
US Department of State August 2009 - Present
Conflict Securities Advisory Group, Inc 2007 - 2009
IW Financial 2007 - 2009
White & Case September 2004 - April 2006
Skills
Legal Research, Financial Modeling, International Relations, Legal Writing, Nonprofits, Policy Analysis, Public Policy, Public Speaking, Research
Education
The George Washington University 2006 — 2008
University of Virginia 1999 — 2003
BA, Foreign Affairs, Spanish
Sasha Pagella's IW Financial Experience February 2011 - January 2013
Job Associate Director, Institutional Relations at Sustainalytics
Industry Financial Services
Experience
Sustainalytics August 2014 - Present
GMI Ratings January 2013 - August 2014
IW Financial February 2011 - January 2013
The Red Cross (Maine) October 2009 - April 2011
GMI Ratings April 2008 - January 2011
GMI Ratings January 2008 - March 2008
Accalia July 2003 - August 2007
The Prince's Trust 2000 - 2003
Skills
Corporate Social..., Investments, Corporate Governance, Sustainability, Emerging Markets, Market Research, Research, Business Development, Strategic Planning, Strategy, Sustainability Reporting, Business Strategy, Management Consulting, Analysis, Management, International Relations, Proposal Writing, Financial Modeling, Financial Services, Governance, Socially Responsible..., Investor Relations, CRM
Education
Deakin University 1998 — 2000
Master of Arts (MA), International Relations
Nottingham Trent University 1992 — 1995
Bachelor of Arts (BA) (Hons), Business & Finance
Milton Abbey School 1983 — 1988
Sustainalytics August 2014 - Present
GMI Ratings January 2013 - August 2014
IW Financial February 2011 - January 2013
The Red Cross (Maine) October 2009 - April 2011
GMI Ratings April 2008 - January 2011
GMI Ratings January 2008 - March 2008
Accalia July 2003 - August 2007
The Prince's Trust 2000 - 2003
Skills
Corporate Social..., Investments, Corporate Governance, Sustainability, Emerging Markets, Market Research, Research, Business Development, Strategic Planning, Strategy, Sustainability Reporting, Business Strategy, Management Consulting, Analysis, Management, International Relations, Proposal Writing, Financial Modeling, Financial Services, Governance, Socially Responsible..., Investor Relations, CRM
Education
Deakin University 1998 — 2000
Master of Arts (MA), International Relations
Nottingham Trent University 1992 — 1995
Bachelor of Arts (BA) (Hons), Business & Finance
Milton Abbey School 1983 — 1988
Daniel Musser's IW Financial Experience January 2009 - May 2009
Job Finance Professional
Industry Investment Banking
Experience
Burkenroad Reports January 2010 - May 2010
IW Financial January 2009 - May 2009
Marmo Financial Group April 2008 - August 2008
Skills
Financial Analysis, Excel models, VBA, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Microsoft Office, Investments, Equity Research, Analysis, Bloomberg Terminal, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
East Tennessee State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Corporate Finance, 3.1
Burkenroad Reports January 2010 - May 2010
IW Financial January 2009 - May 2009
Marmo Financial Group April 2008 - August 2008
Skills
Financial Analysis, Excel models, VBA, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Microsoft Office, Investments, Equity Research, Analysis, Bloomberg Terminal, Corporate Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2010
East Tennessee State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Corporate Finance, 3.1
Sam Gilchrist's IW Financial Experience September 2010 - February 2011
Job Tech Support at TeleOptics, Inc.
Industry Research
Experience
Tele-Optics, Inc. March 2014 - Present
Express Title and Closing, LLC September 2012 - October 2013
Medical Business Associates February 2011 - January 2012
IW Financial September 2010 - February 2011
US Census Bureau June 2010 - September 2010
Embroidery Works May 2008 - June 2010
Skills
Financial Analysis, Business Analysis, Research, Management, Data Analysis, Microsoft Excel, Analysis, Project Management, Microsoft Office, Strategic Planning, Customer Service, Economics, Market Research, Team Leadership, Entrepreneurship, Negotiation, Time Management, Marketing, Sales, Leadership, Insurance, Team Building, Process Improvement, Databases, Finance, Training
Education
East Tennessee State University 2006 — 2008
Bachelor of Business Administration, Economics
Northeast State Community College 2003 — 2006
University Parallel Program, Business
Tele-Optics, Inc. March 2014 - Present
Express Title and Closing, LLC September 2012 - October 2013
Medical Business Associates February 2011 - January 2012
IW Financial September 2010 - February 2011
US Census Bureau June 2010 - September 2010
Embroidery Works May 2008 - June 2010
Skills
Financial Analysis, Business Analysis, Research, Management, Data Analysis, Microsoft Excel, Analysis, Project Management, Microsoft Office, Strategic Planning, Customer Service, Economics, Market Research, Team Leadership, Entrepreneurship, Negotiation, Time Management, Marketing, Sales, Leadership, Insurance, Team Building, Process Improvement, Databases, Finance, Training
Education
East Tennessee State University 2006 — 2008
Bachelor of Business Administration, Economics
Northeast State Community College 2003 — 2006
University Parallel Program, Business
Dina Haines's IW Financial Experience July 2007 - March 2014
Job Open to opportunities
Industry Financial Services
Experience
IW Financial July 2007 - March 2014
Art's A Trip LLC 2006 - February 2007
Skills
Corporate Social..., Sustainability
Education
Berea College 2000 — 2005
Theater/German
IW Financial July 2007 - March 2014
Art's A Trip LLC 2006 - February 2007
Skills
Corporate Social..., Sustainability
Education
Berea College 2000 — 2005
Theater/German
Kellie Simpson's IW Financial Experience August 2007 - December 2007
Job Director of Finance at Mountain States Health Alliance
Industry Pharmaceuticals
Experience
Mountain States Health Alliance August 2014 - Present
Mountain States Health Alliance August 2011 - August 2014
King Pharmaceuticals, Inc June 2009 - August 2011
PricewaterhouseCoopers, LLP January 2009 - April 2009
NN, Inc. May 2008 - December 2008
IW Financial August 2007 - December 2007
Skills
Access, Financial Analysis, Healthcare, Process Improvement, Healthcare Management
Education
Tennessee Technological University 2010 — 2012
Masters of Business Administration, International Business
East Tennessee State University 2004 — 2008
Bachelor, Accounting & Finance
Mountain States Health Alliance August 2014 - Present
Mountain States Health Alliance August 2011 - August 2014
King Pharmaceuticals, Inc June 2009 - August 2011
PricewaterhouseCoopers, LLP January 2009 - April 2009
NN, Inc. May 2008 - December 2008
IW Financial August 2007 - December 2007
Skills
Access, Financial Analysis, Healthcare, Process Improvement, Healthcare Management
Education
Tennessee Technological University 2010 — 2012
Masters of Business Administration, International Business
East Tennessee State University 2004 — 2008
Bachelor, Accounting & Finance