MW Financial Group Ltd.
Description
Address: 197 Scott Swamp Rd, Farmington, CT 06032 Hours: Closed ⋅ Opens 8:30AM Thursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (860) 677-2600: Category: Place name: Website: : : : : : Website: http://www.mwfinancial.com/ 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of M W Financial Group Ltd Posting publicly on the Web Write a review Reviews Be the first to review
MW Financial Group Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MW Financial Group Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MW Financial Group Ltd. Employees
Employee
Years
Job
Industry
Christopher Cleland, CFP® Christopher Cleland, CFP®'s MW Financial Group Ltd. Experience August 2008 - June 2010
Job CFP® at American Senior Benefits
Industry Financial Services
Experience
American Senior Benefits October 2014 - Present
Charter Oak Insurance and Financial Services May 2012 - October 2014
Barnum Financial Group June 2010 - November 2011
MW Financial Group Ltd. August 2008 - June 2010
Barnum Financial Group November 2003 - August 2008
Skills
Fixed Annuities, Financial Services, Retirement, Insurance, Securities, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Employee Benefits, Retirement Planning, Estate Planning, Term Life Insurance, Series 7, Financial Planning, Brazilian Portuguese, Teaching, CFP, Tax...
Education
Nova Southeastern University 1992 — 1994
B.S., Business
American Senior Benefits October 2014 - Present
Charter Oak Insurance and Financial Services May 2012 - October 2014
Barnum Financial Group June 2010 - November 2011
MW Financial Group Ltd. August 2008 - June 2010
Barnum Financial Group November 2003 - August 2008
Skills
Fixed Annuities, Financial Services, Retirement, Insurance, Securities, Disability Insurance, Life Insurance, Long-term Care, Wealth Management, Employee Benefits, Retirement Planning, Estate Planning, Term Life Insurance, Series 7, Financial Planning, Brazilian Portuguese, Teaching, CFP, Tax...
Education
Nova Southeastern University 1992 — 1994
B.S., Business
Morgan Berger Morgan Berger's MW Financial Group Ltd. Experience June 2008 - August 2008
Job Senior Staff Accountant at Endeavor Capital
Industry Accounting
Experience
Endeavor Capital, LLC October 2012 - Present
State Street Bank & Trust September 2010 - October 2012
IRS January 2010 - April 2010
MW Financial Group Ltd. June 2008 - August 2008
General Casualty May 2007 - August 2007
Skills
Financial Reporting, Account Reconciliation, Financial Accounting, General Ledger, Tax Preparation, Financial Statements, GAAP, Internal Controls, Income Tax, Accounts Payable, Finance, Accounts Receivable, Hedge Funds, Financial Modeling, Outlook, Cash Flow, PowerPoint, Microsoft Office
Education
University of New Hampshire 2006 — 2010
B.S., Accounting
John Cabot University 2009 — 2009
Study Abroad Program- Spring 2009
Avon High School 2002 — 2006
Endeavor Capital, LLC October 2012 - Present
State Street Bank & Trust September 2010 - October 2012
IRS January 2010 - April 2010
MW Financial Group Ltd. June 2008 - August 2008
General Casualty May 2007 - August 2007
Skills
Financial Reporting, Account Reconciliation, Financial Accounting, General Ledger, Tax Preparation, Financial Statements, GAAP, Internal Controls, Income Tax, Accounts Payable, Finance, Accounts Receivable, Hedge Funds, Financial Modeling, Outlook, Cash Flow, PowerPoint, Microsoft Office
Education
University of New Hampshire 2006 — 2010
B.S., Accounting
John Cabot University 2009 — 2009
Study Abroad Program- Spring 2009
Avon High School 2002 — 2006
Ed Spater Ed Spater's MW Financial Group Ltd. Experience November 2006 - June 2007
Job Benefits Coordinator at Colonial Life
Industry Insurance
Experience
Colonial Life January 2012 - Present
HealthSource RI October 2013 - Present
Blue Cross & Blue Shield of Rhode Island 2005 - Present
Tufts Health Plan 2008 - 2015
Allstate Financial Services, LLC November 2009 - January 2012
Oceanstate Financial Services July 2007 - October 2009
MW Financial Group Ltd. November 2006 - June 2007
Skills
Employee Benefits, Benefits Administration, COBRA, Health Insurance, Workers Compensation, Disability Insurance, 401k, Insurance, Health Savings Accounts, Human Resources, Employee Wellness, Health Care Reform, Term Life Insurance, Critical Illness, Life Insurance, Sales, Long-term Care
Education
Rhode Island School of Design 1980 — 1982
Certificate of Culinary Arts, Culinary Arts/Chef Training
University of Rhode Island 1977 — 1980
Colonial Life January 2012 - Present
HealthSource RI October 2013 - Present
Blue Cross & Blue Shield of Rhode Island 2005 - Present
Tufts Health Plan 2008 - 2015
Allstate Financial Services, LLC November 2009 - January 2012
Oceanstate Financial Services July 2007 - October 2009
MW Financial Group Ltd. November 2006 - June 2007
Skills
Employee Benefits, Benefits Administration, COBRA, Health Insurance, Workers Compensation, Disability Insurance, 401k, Insurance, Health Savings Accounts, Human Resources, Employee Wellness, Health Care Reform, Term Life Insurance, Critical Illness, Life Insurance, Sales, Long-term Care
Education
Rhode Island School of Design 1980 — 1982
Certificate of Culinary Arts, Culinary Arts/Chef Training
University of Rhode Island 1977 — 1980
DeWayne K. Wynn Jr.'s MW Financial Group Ltd. Experience July 2014 - November 2014
Job Automotive Sales Consultant
Industry Automotive
Experience
Crowley Auto Group May 2015 - Present
MW Financial Group Ltd. July 2014 - November 2014
LA Fitness February 2014 - October 2014
Skills
Leadership, Sales, Finance, Financial Services, Sales Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Strategic Planning, Coaching, Social Media Marketing, Social Networking, Event Planning, Business, Time Management, Business Development, Financial Analysis
Education
Central Connecticut State University 2015 — 2016
Bachelor of Applied Science (BASc), Actuarial Science
Tunxis Community College 2014 — 2015
Associate's degree, Business Administration and Management, Finance
Western New England University 2012 — 2013
Business Administration and Management, General
Capital Preparatory Magnet High School 2008 — 2012
High School Diploma, Social Justice, 3.3
Crowley Auto Group May 2015 - Present
MW Financial Group Ltd. July 2014 - November 2014
LA Fitness February 2014 - October 2014
Skills
Leadership, Sales, Finance, Financial Services, Sales Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Strategic Planning, Coaching, Social Media Marketing, Social Networking, Event Planning, Business, Time Management, Business Development, Financial Analysis
Education
Central Connecticut State University 2015 — 2016
Bachelor of Applied Science (BASc), Actuarial Science
Tunxis Community College 2014 — 2015
Associate's degree, Business Administration and Management, Finance
Western New England University 2012 — 2013
Business Administration and Management, General
Capital Preparatory Magnet High School 2008 — 2012
High School Diploma, Social Justice, 3.3
Gary Watson Sr.'s MW Financial Group Ltd. Experience 2004 - 2005
Job Agent for Rhode Island & Southeastern Massachusetts at American Senior Benefits
Industry Insurance
Experience
American Senior Benefits May 2015 - Present
Independent Insurance Agent October 2005 - Present
MW Financial Group Ltd. 2004 - 2005
MassMutual Financial Group 2003 - 2004
Allmerica Financial/Investments March 1999 - December 2002
US Air Force Reserves June 1992 - March 1998
Skills
Life Insurance, Disability Insurance, Annuities, Retirement Planning, Recruiting, Mentoring, Outside Sales, Sales, Branch Management, Fixed Annuities, Insurance, Small Business, Employee Benefits, Management, Term Life Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Universal Life, Team Building, Whole Life, Retirement, Financial Advisory, Health Insurance, Investments, Brokers, 401k, Strategic Financial..., Workers Compensation, IRAs, Estate Planning, Medicare, Critical Illness, Property & Casualty..., Accident, General Insurance, Underwriting, Permanent Life Insurance, Wealth Management, Casualty, Professional Liability, Licensed Life & Health..., 401k Rollovers, Health Savings Accounts, Group Insurance, Financial Planners, Roth IRA, Key Person Insurance, Variable Annuities, Financial Planning
Education
Masonic Leadership Institute 2014 — 2015
Organizational Leadership
Nichols College 1999 — 2001
MBA, Business Management/Finance
Nichols College 1992 — 1996
BSBA, Business Management
The American College
American Senior Benefits May 2015 - Present
Independent Insurance Agent October 2005 - Present
MW Financial Group Ltd. 2004 - 2005
MassMutual Financial Group 2003 - 2004
Allmerica Financial/Investments March 1999 - December 2002
US Air Force Reserves June 1992 - March 1998
Skills
Life Insurance, Disability Insurance, Annuities, Retirement Planning, Recruiting, Mentoring, Outside Sales, Sales, Branch Management, Fixed Annuities, Insurance, Small Business, Employee Benefits, Management, Term Life Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Universal Life, Team Building, Whole Life, Retirement, Financial Advisory, Health Insurance, Investments, Brokers, 401k, Strategic Financial..., Workers Compensation, IRAs, Estate Planning, Medicare, Critical Illness, Property & Casualty..., Accident, General Insurance, Underwriting, Permanent Life Insurance, Wealth Management, Casualty, Professional Liability, Licensed Life & Health..., 401k Rollovers, Health Savings Accounts, Group Insurance, Financial Planners, Roth IRA, Key Person Insurance, Variable Annuities, Financial Planning
Education
Masonic Leadership Institute 2014 — 2015
Organizational Leadership
Nichols College 1999 — 2001
MBA, Business Management/Finance
Nichols College 1992 — 1996
BSBA, Business Management
The American College
Leonard Andrew Leonard Andrew's MW Financial Group Ltd. Experience June 2014 - August 2014
Job
Industry Accounting
Experience
MW Financial Group Ltd. June 2014 - August 2014
Tim Daniels Plumbing and Heating May 2012 - August 2012
Ballys Total Fitness October 2009 - August 2011
Skills
Vlookup, Bloomberg, Analysis, Financial Accounting, Public Speaking, Microsoft Excel, Microsoft Office, Business Management, Matlab, Pivot Tables, Lifeguarding, CPR Certified, Basketball
Education
Quinnipiac University - School of Business 2012 — 2015
Bachelor's degree in Accounting, Accounting and Business/Management
Vaughn College of Aeronautics and Technology 2011 — 2012
Aircraft Pilot (Private)
South Side High School 2008 — 2011
High School
MW Financial Group Ltd. June 2014 - August 2014
Tim Daniels Plumbing and Heating May 2012 - August 2012
Ballys Total Fitness October 2009 - August 2011
Skills
Vlookup, Bloomberg, Analysis, Financial Accounting, Public Speaking, Microsoft Excel, Microsoft Office, Business Management, Matlab, Pivot Tables, Lifeguarding, CPR Certified, Basketball
Education
Quinnipiac University - School of Business 2012 — 2015
Bachelor's degree in Accounting, Accounting and Business/Management
Vaughn College of Aeronautics and Technology 2011 — 2012
Aircraft Pilot (Private)
South Side High School 2008 — 2011
High School
Kathryn Coco's MW Financial Group Ltd. Experience May 2009 - August 2009
Job Member at J. Biron Agency, LLC
Industry Insurance
Experience
J. Biron Agency, LLC June 2013 - Present
Apricots Restaurant July 2012 - May 2013
Maryland Public Television May 2011 - August 2011
MW Financial Group Ltd. May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Facebook, Social Networking, Sales, Customer Service, Advertising, Blogging, Data Analysis, Marketing, Marketing Communications, Management, Public Relations, Social Media Marketing
Education
Loyola University Maryland 2008 — 2012
Bachelor's degree, Communications, Advertising, Public Relations, & Studio Art
Miss Porter's School 2006 — 2008
J. Biron Agency, LLC June 2013 - Present
Apricots Restaurant July 2012 - May 2013
Maryland Public Television May 2011 - August 2011
MW Financial Group Ltd. May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Facebook, Social Networking, Sales, Customer Service, Advertising, Blogging, Data Analysis, Marketing, Marketing Communications, Management, Public Relations, Social Media Marketing
Education
Loyola University Maryland 2008 — 2012
Bachelor's degree, Communications, Advertising, Public Relations, & Studio Art
Miss Porter's School 2006 — 2008
Sam Casey Sam Casey's MW Financial Group Ltd. Experience February 2011 - August 2012
Job Financial Services, Assurance at EY
Industry Financial Services
Experience
EY September 2013 - Present
Agile Networks Ltd. May 2013 - Present
MW Financial Group Ltd. February 2011 - August 2012
Marks and Spencer 2006 - 2010
Eircom 2005 - 2005
Education
UCD Michael Smurfit School of Business 2012 — 2013
Master of Science (MSc), Management Consulting
University College Dublin 2006 — 2010
B.A, Economics
University of Connecticut 2008 — 2009
Economics
EY September 2013 - Present
Agile Networks Ltd. May 2013 - Present
MW Financial Group Ltd. February 2011 - August 2012
Marks and Spencer 2006 - 2010
Eircom 2005 - 2005
Education
UCD Michael Smurfit School of Business 2012 — 2013
Master of Science (MSc), Management Consulting
University College Dublin 2006 — 2010
B.A, Economics
University of Connecticut 2008 — 2009
Economics
William Christie's MW Financial Group Ltd. Experience 2003 - 2006
Job Vice President, Senior Regional Sales Manager at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2014 - Present
Allstate Financial January 2006 - September 2014
MW Financial Group Ltd. 2003 - 2006
Mass Mutual Financial Group 2001 - 2003
Paine Webber Inc 1993 - 2000
Skills
Life Insurance, Recruiting, Leadership, Series 6, Retirement, Training, Insurance, Fixed Annuities, Series 63, Retirement Planning, Disability Insurance, Long-term Care, Term Life Insurance, Financial Services, 401k, Employee Benefits, Financial Advisory, Health Insurance, IRAs, Investments, Series 7, Underwriting, Wealth Management, Strategic Financial..., Variable Annuities, FINRA, Financial Planners, Investment Advisory, Mutual Funds, Series 65, Whole Life, Roth IRA
Education
Providence College 1988 — 1992
BA
Citizens Financial Group, Inc. September 2014 - Present
Allstate Financial January 2006 - September 2014
MW Financial Group Ltd. 2003 - 2006
Mass Mutual Financial Group 2001 - 2003
Paine Webber Inc 1993 - 2000
Skills
Life Insurance, Recruiting, Leadership, Series 6, Retirement, Training, Insurance, Fixed Annuities, Series 63, Retirement Planning, Disability Insurance, Long-term Care, Term Life Insurance, Financial Services, 401k, Employee Benefits, Financial Advisory, Health Insurance, IRAs, Investments, Series 7, Underwriting, Wealth Management, Strategic Financial..., Variable Annuities, FINRA, Financial Planners, Investment Advisory, Mutual Funds, Series 65, Whole Life, Roth IRA
Education
Providence College 1988 — 1992
BA
Alicia Culver's MW Financial Group Ltd. Experience August 2008 - March 2014
Job Administrative Assistant
Industry Information Services
Experience
MW Financial Group Ltd. August 2008 - March 2014
Vizual Productions, LLC June 2002 - August 2008
Center for Ministry Development January 1990 - November 2002
MAC Mortgages 2000 - 2002
Elderly Health Screening Services 1988 - 1990
Edward G. Fitzpatrick, PC 1987 - 1988
United Way of America 1985 - 1985
Jr. Achievement Program 1984 - 1984
Skills
Marketing Assistant, Licensing Processor, Typing 80+ wpm, Proofreading, Shorthand, Microsoft Word, Microsoft Excel, Technical Support, Website Updating, Compliance Liaison, Sony Vegas, Microsoft Access, PowerPoint, Lotus Notes, Microsoft Publisher, E-Relationship, Constant Contact, TrackVia, Art Explosion, American Sign Language...
Education
Naugatuck Valley Community College 1987 — 1989
Naugatuck High School
MW Financial Group Ltd. August 2008 - March 2014
Vizual Productions, LLC June 2002 - August 2008
Center for Ministry Development January 1990 - November 2002
MAC Mortgages 2000 - 2002
Elderly Health Screening Services 1988 - 1990
Edward G. Fitzpatrick, PC 1987 - 1988
United Way of America 1985 - 1985
Jr. Achievement Program 1984 - 1984
Skills
Marketing Assistant, Licensing Processor, Typing 80+ wpm, Proofreading, Shorthand, Microsoft Word, Microsoft Excel, Technical Support, Website Updating, Compliance Liaison, Sony Vegas, Microsoft Access, PowerPoint, Lotus Notes, Microsoft Publisher, E-Relationship, Constant Contact, TrackVia, Art Explosion, American Sign Language...
Education
Naugatuck Valley Community College 1987 — 1989
Naugatuck High School
Konrad Stefanek's MW Financial Group Ltd. Experience May 2008 - August 2008
Job Investment Banking Power & Utilities M&A at Scotiabank
Industry Investment Banking
Experience
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Scotiabank August 2013 - Present
Centerboard Group January 2012 - July 2013
Scotia Capital January 2011 - June 2011
Wellington Management December 2009 - September 2010
Kendall Investments July 2009 - November 2009
NEPC January 2009 - June 2009
MW Financial Group Ltd. May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Polish, Capital Markets, Hedge Funds, Private Equity, Portfolio Management, Investments, Derivatives, Due Diligence, Securities, Mutual Funds, Finance, Bloomberg Terminal, Asset Allocation, Economics, Analysis, Options, Valuation, Investment Management, Management, Investment Banking, Equities
Education
Northeastern University 2006 — 2011
Finance, Economics, Architectural History
Uhia Willis's MW Financial Group Ltd. Experience November 2012 - Present
Job Financial Services Rep
Industry Financial Services
Experience
MW Financial Group Ltd. November 2012 - Present
Education
American International College 1996 — 1999
MW Financial Group Ltd. November 2012 - Present
Education
American International College 1996 — 1999