Meridian Financial

Description

Address: 75 Essex St suite 222, Hackensack, NJ 07601 Phone: (201) 487-7990Hours: : : Place name: Category: : Website: : : : 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. Add website 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 Meridian Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Meridian Financial Employees

Employee
Years
Job
Industry
Jennifer Sinclair Jennifer Sinclair Murrieta, California Details
Jennifer Sinclair's Meridian Financial Experience July 2007 - July 2008
Job Founder at Weight Happens
Industry Health, Wellness and Fitness
Experience
Weight Happens   August 2015 - Present
Torq F1t   November 2014 - Present
JenniferDawnYoga   July 2011 - Present
The Eco Key   January 2009 - Present
Elevate Fitness  November 2012 - December 2013
The Luxureco   June 2008 - November 2011
Meridian Financial   July 2007 - July 2008
DKM Financial Inc   March 2003 - June 2007

Skills
Marketing Strategy, Advertising, Social Media Marketing, Sales, Leadership, Business Planning, Start-ups, Online Advertising, Small Business, Business Strategy, Entrepreneurship, Social Media, Customer Service, Lead Generation, New Business Development, Marketing Management, Direct Marketing, Marketing, Online Marketing, Retail, Coaching, Social Networking, Recruiting, Event Management, Yoga, Personal Training, Public Speaking, Public Relations

Education
Cal State San Marcos   2013 — 2016
Bachelor's Degree, Kinesiology and Exercise Science

Coastline Community College   2010 — 2013
Associate's degree, Health and Physical Education/Fitness

Carrie Grecian Carrie Grecian Gainesville, Florida Area Details
Carrie Grecian's Meridian Financial Experience September 2005 - June 2006
Job Rimrock Development
Industry Commercial Real Estate
Experience
Rimrock Development   April 2014 - Present
United Fundraising Solutions   May 2010 - March 2014
Burbach Realty Services   August 2009 - May 2011
Hardware Distributors   June 2006 - April 2011
Meridian Financial   September 2005 - June 2006
Hub Industrial Supply  October 1990 - December 2005

Skills
Purchasing, Customer Service, Marketing, Management, Payroll, Team Building, B2B, Leadership, Account Management, Sales Management, Operations Management, Business Strategy, Sales, Accounting, Inventory Management, Negotiation, Marketing Strategy, Strategic Planning

Education
Florida Gateway College   2011 — 2015
Associate of Arts (A.A.), Industrial & Systems Engineering

Jason Garey, CFP® Jason Garey, CFP® Raleigh, North Carolina Details
Jason Garey, CFP®'s Meridian Financial Experience October 2012 - December 2014
Job Financial Advisor at Meridian Financial/Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  January 2015 - Present
Meridian Financial   October 2012 - December 2014
Carolina RailHawks FC  February 2012 - October 2012
Houston Dynamo  January 2011 - December 2011
Columbus Crew SC  January 2006 - December 2010

Skills
Sports Marketing, Management, Wealth Management, Investments, Finance, Securities, Marketing, Leadership, Financial Analysis, Sports Management, Strategic Planning, Sports, Sales, Soccer, Financial Planning, Social Media, Public Speaking

Education
University of Maryland College Park   2002 — 2005
Bachelor of Science (BS), Finance, General

Sean Conlon Sean Conlon Indianapolis, Indiana Area Details
Sean Conlon's Meridian Financial Experience August 2005 - July 2008
Job Top Sales Performer Utilizing Sales Methodology in Consultative & Solution Based Selling
Industry Marketing and Advertising
Experience
LJ Stone, Inc   July 2013 - Present
PHR Insurance and AIL   May 2012 - June 2013
MyAreaNetwork   June 2008 - May 2012
Meridian Financial   August 2005 - July 2008
CarMax  January 1999 - August 2005

Skills
Community Relations, Special Events, Social Media Marketing, Newsletters, Event Planning, Online Marketing, Mortgage Banking, Sales Management, Advertising Sales, Direct Sales, Customer Service, Account Executive, Lead Generation, Event Management, New Business Development, Leadership, Management, B2B, Social Networking, Advertising, Social Media, Customer Satisfaction, CRM, Marketing Strategy, Small Business, Strategic Planning, Start-ups, Marketing, Community Development, Account Management, Sales, Online Advertising, Direct Marketing, Google Analytics, Trade Shows, Marketing Communications, Market Planning, Sales Presentations, Brand Development, Retail, Solution Selling, Facebook

Education
University of South Florida - College of Business Administration   2002 — 2004
Bachelor of Arts (BA), Marketing

Joe Cortes Joe Cortes Costa Mesa, California Details
Joe Cortes's Meridian Financial Experience January 2000 - October 2002
Job IT Strategist at Creative Resources Technology Group
Industry Information Technology and Services
Experience
Creative Resources Technology Group, Inc.   2014 - Present
HAI inc.   July 2012 - June 2014
Sulzer Metco  August 2007 - December 2011
USANA Health Sciences  October 2009 - December 2010
PMC BanCorp  May 2007 - August 2007
Fremont Investment and Loan  November 2002 - May 2007
Meridian Financial   January 2000 - October 2002

Skills
Customer Service, Account Management, Sales, Cold Calling, Team Building, Credit, Microsoft Excel, Team Leadership, New Business Development, Microsoft Office, Sales Management, Selling, Negotiation, Budgets, Strategic Planning, PowerPoint, Microsoft Word, Business Development, Real Estate, Success Driven, Goal Oriented, CRM, Time Management, Management, Managed Services

Education
Colorado Technical University   2008 — 2012
Bachelor of Science (B.S.), Business Management/ Information Technology

Colorado Technical University   2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General

Canyon High School   1998 — 2001

Bengy Jean-Gilles Bengy Jean-Gilles Greater New York City Area Details
Bengy Jean-Gilles's Meridian Financial Experience August 2004 - February 2008
Job Compliance Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2014 - Present
JPMorgan Chase  September 2011 - Present
The Small Business Authority powered by Newtek  August 2010 - September 2011
PFS Investments  February 2008 - July 2010
Teletech Corporation  November 2008 - February 2010
Meridian Financial   August 2004 - February 2008
Primerica Financial Group   February 2001 - August 2004
Covenant House  April 2000 - February 2001
Bank Of America  April 1998 - November 1999

Skills
Banking, Interview Skills, Training Facilitation, Investment Advisory..., Revenue & Profit Growth, Production Managment, Cross Functional Team..., Mortgage Servicing, Employee Learning &..., Operations Management, Performance Management, Employee Relations, Cross-functional Team..., Team Management, Life Insurance, Mortgage Banking, Investments, Training, Recruiting, Loans, Mortgage Lending, Management, Bonds, Mutual Funds, Financial Modeling, Analysis, Account Management, Microsoft Applications, Risk Management, Business Development, Business Strategy, Customer Satisfaction, Business Analysis, Customer Service, Financial Services, Data Analysis, Leadership, Process Improvement, Software Documentation, Credit, Loan Servicing, Team Building, Strategy, Securities, Human Resources, Relationship Management, Project Management

Education
Florida International University - College of Business Administration   1995 — 2000

University of Phoenix
Bachelor of Arts, Business Management

Igor Rakhmanov Igor Rakhmanov Greater Boston Area Details
Igor Rakhmanov's Meridian Financial Experience January 2005 - 2009
Job Managing Director Search & Temporary Staffing at Kforce Inc
Industry Staffing and Recruiting
Experience
Kforce Inc  October 2014 - Present
Kforce  January 2014 - September 2014
Kforce Inc.  November 2010 - December 2013
Kforce Inc.  2009 - April 2011
Meridian Financial   January 2005 - 2009

Skills
Talent Acquisition, Internet Recruiting, Recruiting, Internal Audit, Account Management, Management, Tax, Interviews, Accounting, Temporary Placement, Financial Reporting, Finance, Treasury Management, Time Management, Strategy, Permanent Placement, PeopleSoft, Sales, Business Development, Auditing, Technical Recruiting, Networking, Hiring, Applicant Tracking..., Staffing Services, Temporary Staffing, Contract Recruitment, Payroll

Education
University of Central Florida   2000 — 2004
Bachelor of Science (BS), Economics

Matt Breheny Matt Breheny Fort Myers, Florida Area Details
Matt Breheny's Meridian Financial Experience June 2007 - April 2011
Job Wireless Account Executive at Cellular Sales
Industry Commercial Real Estate
Experience
Cellular Sales  March 2011 - Present
Entrust Commercial Finance Corp   June 2007 - Present
Meridian Financial   June 2007 - April 2011
BNA - Bureau Of National Affairs   1996 - 1999
Benchmark Home Finance   1993 - 1997
GTE Mobilnet - TeleGo Division   1994 - 1996
Cox Auto Trader  1985 - 1993

Education
St. Petersburg College   1981 — 1983
Business

Largo High School   1977 — 1981
Yes, Business

Dee Toohey Dee Toohey Orlando, Florida Area Details
Dee Toohey's Meridian Financial Experience April 2007 - September 2008
Job Broker at Innovative Realty Solutions Group
Industry Real Estate
Experience
Innovative Realty Solutions Group   July 2008 - Present
DeVry University  July 2003 - Present
Valencia Community College  1992 - Present
Meridian Financial   April 2007 - September 2008
Portfolio Homes & Investments   November 2006 - June 2008
Signature GMAC Real Estate  February 2006 - November 2006
Online Consulting  1995 - 2001

Skills
Short Sales, Sellers, Home, Selling, Referrals, Listings, Realty, Land, Real Estate, Negotiation, Public Speaking, First Time Home Buyers, Relocation, Residential, Customer Service, Coaching, Customer Relations, Contract Negotiation, Foreclosures, Property Management, Strategic Planning, Microsoft Office, Team Building, Condos, Investments, Online Marketing, Problem Solving, Social Media Marketing, Word, Social Media, Excel, REO, Mentoring, PowerPoint, New Home Sales, Teaching, Access, Microsoft Excel, Microsoft Word, Property, Marketing, Buyers, ABR, Real Estate Transactions, Training, Residential Homes, Leadership, Social Networking, Time Management, Real Property

Education
Robert Morris University   1986 — 1990
MS, Business Education/Business Administration

Robert Morris University   1984 — 1985
BSBA, Business Administration/Business Education

Community College of Allegheny County   1978 — 1984
AS, Business Administration

Melissa Miller GRI, CRS, ACP, CDPE, CLHMS Melissa Miller GRI, CRS, ACP, CDPE, CLHMS Fort Lauderdale, Florida Details
Melissa Miller GRI, CRS, ACP, CDPE, CLHMS's Meridian Financial Experience January 1999 - December 2010
Job Experienced Real Estate Professional Palm Beach, Broward and Miami
Industry Real Estate
Experience
RE/MAX Premier Associates  2002 - Present
Meridian Financial   January 1999 - December 2010

Skills
Accredited Staging..., Income Producing..., Acreage, Gated Communities, Commercial Sales, Short Sales, Foreclosures, First Time Home Buyers, Real Property, Real Estate, Selling, Luxury, Condos, Residential Homes, Sellers, Investment Properties, Property, New Home Sales, Home Staging, Relocation, Mortgage Lending, Buyers, International Real..., Commercial Real Estate, Investors, Listings, Relocation Buyers, Buyer Representation, Referrals, REO, Single Family Homes, Real Estate Transactions, Negotiation, Sales

Education
University of South Florida
Pre-Law / Political Science

Andrew Kennelly Andrew Kennelly Greater Minneapolis-St. Paul Area Details
Andrew Kennelly's Meridian Financial Experience January 2011 - October 2013
Job Managing Member at Laurentian Insurance Services LLC
Industry Financial Services
Experience
Laurentian Insurance Services LLC   January 2011 - Present
Meridian Financial   January 2011 - October 2013
Cavalry Portfolio Services  July 2008 - October 2009
Waddell & Reed  April 2005 - December 2007

Skills
Call Center, Financial Services, Banking, Credit, Mortgage Lending, Accounts Receivable, Financial Analysis, Investments, Asset Managment, Loans, Risk Management, Finance, Credit Risk, Insurance, Management

Education
Cardinal Stritch University
BS, Business Management

College for Financial Planning
Financial Planning, Accredited Wealth Managment Advisor, Chartered Mutual Fund Counselor

eden prairie high school

Bob Rauf Bob Rauf Raleigh-Durham, North Carolina Area Details
Bob Rauf's Meridian Financial Experience June 1986 - Present
Job Wealth Management Advisor
Industry Financial Services
Experience
Meridian Financial   June 1986 - Present

Skills
Public Speaking, Investments, Wealth Management, High Net Worth..., Asset Allocation, Finance, Sales Management, Securities, Entrepreneurship, Financial Analysis, Customer Service, Marketing Strategy, Strategic Planning, Mutual Funds, Retirement Planning, Business Planning, Management, Budgets, Strategic Financial..., Business Strategy, Portfolio Management, Marketing, Alternative Investments, Risk Management, Investment Advisory, Program Management, Asset Management, Estate Planning, Series 7, Series 63, Team Building, Investment Strategies, Sales, Leadership

Education
University of North Carolina at Charlotte   1982 — 1986
BA, Economics

Jo Gatewood Jo Gatewood Orlando, Florida Area Details
Jo Gatewood's Meridian Financial Experience August 2007 - Present
Job Mortgage Broker at Meridian Financial
Industry Financial Services
Experience
Meridian Financial   August 2007 - Present
Sprint  June 2001 - June 2002

Education
Bryant & Stratton
AOS, Computer Science

Tamara (Richardson) Storey Tamara (Richardson) Storey Indianapolis, Indiana Area Details
Tamara (Richardson) Storey's Meridian Financial Experience 1994 - 1999
Job Vice President Businss Development at United Capital Business Lending, Inc.
Industry Banking
Experience
United Capital Business Lending, Inc.   February 2015 - Present
Pinnacle Commercial Capital, LLC   June 2013 - February 2015
Morning Pointe  June 2012 - June 2013
Storey Real Estate, LLC   May 2011 - September 2012
Huntington Equipment Finance  March 2010 - May 2011
STAR Financial Bank  February 2008 - February 2010
Chase Equipment Finance   2000 - 2008
JPMorgan Chase  2000 - 2007
KeyCorp  September 1999 - April 2000
Meridian Financial   1994 - 1999

Skills
Leases, Commercial Lending, Financial Analysis, Financial Modeling, Loans, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Credit, Banking, Mortgage Lending, Vendor Management, Consumer Lending, Mortgage Banking, Underwriting, Portfolio Management, Asset Managment, FHA, Treasury Management, Asset Based Lending, Risk Management, Cash Management

Education
Anderson University   1999 — 2001
MBA, Business

Indiana University Bloomington   1977 — 1981
BS, Business Management

Stacey Samball Stacey Samball Orlando, Florida Area Details
Stacey Samball's Meridian Financial Experience April 2009 - December 2010
Job Staff Accountant at Buca di Beppo
Industry Financial Services
Experience
Buca di Beppo  March 2012 - Present
Meridian Financial   April 2009 - December 2010
Universal Mortgage Centers of America, LLC   August 2003 - July 2010

Education
University of Central Florida   2012 — 2014
Master of Science, Accounting, 4.0

University of Central Florida   2010 — 2012
Bachelors, Accounting, 3.8

University of Central Florida   2000 — 2003
Bachelors, Economics, Finance, 3.6

Brenda Mijares Brenda Mijares San Francisco Bay Area Details
Brenda Mijares's Meridian Financial Experience 2006 - 2007
Job Sales Support at Accela
Industry Information Technology and Services
Experience
Accela  July 2015 - Present
Paychex  October 2007 - Present
Meridian Financial   2006 - 2007
Olympia Funding  2003 - 2006
E-LOAN  2001 - 2003

Skills
Cold Calling, Loans, Employee Benefits, Payroll, Salesforce.com, Mortgage Banking, Training, Human Resources, Customer Service, Sales, Applicant Tracking..., Recruiting, Benefits Administration, Customer Retention, Leadership, Time Management, Sales Process, Sales Presentations

Education
Las Positas College   2013 — 2015
Associate's degree

Heald College-Stockton   1993 — 1995
Diploma, Accounting and Finance