Obsidian Financial Group

Description

Address: 5 Centerpointe Dr # 590, Lake Oswego, OR 97035 Phone: (503) 245-8800Website: : Place name: : : Hours: Category: : : : Website: http://www.obsidianfinance.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. · 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 Obsidian Finance Group LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Obsidian Financial Group Employees

Employee
Years
Job
Industry
David Ziff David Ziff Greater New York City Area Details
David Ziff's Obsidian Financial Group Experience January 2009 - March 2010
Job Relationship Banker at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Securities, LLC   July 2012 - August 2014
Chase Investment Service Corporation   May 2010 - June 2012
Obsidian Financial Group   January 2009 - March 2010
Northwestern Mutual  June 2007 - August 2007

Education
Brandeis International Business School   2007 — 2008
Master's Degree, International Economics and Finance

Brandeis University   2004 — 2007
Bachelor of Arts, Economics & Business

CFA Institute
2015 Level I Candidate in the CFA Program

southside highschool

Adam Daniel Adam Daniel New York, New York Details
Adam Daniel's Obsidian Financial Group Experience October 2010 - November 2011
Job Associate
Industry Information Technology and Services
Experience
Thomson Reuters  March 2015 - Present
Thomson Reuters plc   September 2013 - Present
Union Inn   September 2006 - August 2013
Obsidian Financial group   October 2010 - November 2011
U.S. Smokeless Tobacco   May 2006 - July 2008

Skills
Management, Series 7, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Leadership, Marketing, Social Networking, Public Speaking, Sales, Microsoft Word

Education
State University of New York College at Oneonta   2006 — 2010
BA, Business and Economics

Sara Z Kas Sara Z Kas New York, New York Details
Sara Z Kas's Obsidian Financial Group Experience September 2009 - February 2010
Job
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   February 2010 - January 2012
Obsidian Financial Group   September 2009 - February 2010
A.L.I. International   May 2009 - September 2009

Skills
Series 7, Series 63, Bloomberg, Equities, Investments, Financial Analysis, Strong CRM skills, Bigdough, Product Marketing, Salesforce

Education
University of Miami   2005 — 2009
Bachelor of Arts (BA), Double Major: Political Science & Anthropology, 3.2

Paula Heywood Paula Heywood Greater New York City Area Details
Paula Heywood's Obsidian Financial Group Experience December 2010 - June 2011
Job Risk Management at Optima Fund Mangement
Industry Higher Education
Experience
The National Association of Black Accountants   July 2013 - Present
The National Association of Black Accountants   November 2011 - June 2013
Optima Fund Management, LLC   January 2011 - January 2012
Obsidian Financial Group   December 2010 - June 2011
Baruch College  August 2010 - December 2010
Office of Student Life, Baruch College   August 2007 - December 2010
e-Services Group International   March 2003 - January 2007

Skills
Microsoft Office, Project Management, Project Coordination, Management, Event Planning, Event Management, Financial Analysis, Financial Risk..., Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Leadership, Non-profit Volunteer, Economics, Economic Research, Sociology, Economic Sociology, Decoration, Facilitators, Personal Development, Professional..., Professional..., Beauty Industry

Education
City University of New York-Brooklyn College   2013 — 2014
Master of Science (MS), Business/Managerial Economics, 3.7/4.0

Fordham University - Graduate School of Business Administration   2012 — 2013
Pre-MBA Program, Business/Managerial Economics

Baruch College   2007 — 2011
Bachelor of Arts, Sociology and Economics

City University of New York-Baruch College   2007 — 2011
Bachelor's degree, Economics

Antoinette King Antoinette King New York, New York Details
Antoinette King's Obsidian Financial Group Experience September 2009 - May 2010
Job Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2013 - Present
Fidelity Investments  January 2011 - December 2013
Obsidian Financial Group   September 2009 - May 2010
ACLD  September 2008 - October 2009
Goodi   July 2006 - May 2008

Skills
Leadership, Sales, Microsoft Office, Public Speaking, Research, Event Planning, Microsoft Excel, PowerPoint, Retirement Planning, Analysis, Financial Analysis, Financial Modeling, Series 7, Social Media

Education
Texas A&M University-Commerce   2012 — 2012
Certificate, Certified Financial Planning Program

Cornell University   2004 — 2008
Bachelor of Arts (B.A.), Psychology

Michael Beaton Michael Beaton Greater New York City Area Details
Michael Beaton's Obsidian Financial Group Experience September 2011 - August 2012
Job IT Systems Administrator
Industry Information Technology and Services
Experience
TD Securities, Toronto Dominon Bank   July 2014 - Present
Proviatek, Inc.   September 2012 - July 2014
Obsidian Financial Group   September 2011 - August 2012
David Lerner Associates, inc.   May 2007 - August 2010

Skills
Sales, Investments, Finance, Communication, Active Directory, Information Technology, Troubleshooting, Networking

Education
Mercy College   2001 — 2004
B.A., Business Management

Fulton-/montgomery Community College   1998 — 2001
A.S., General Studies

Kevin Glover, CFP® Kevin Glover, CFP® Greater New York City Area Details
Kevin Glover, CFP®'s Obsidian Financial Group Experience June 2009 - June 2012
Job Financial Consultant at E*TRADE
Industry Financial Services
Experience
E*TRADE Financial  June 2012 - Present
Obsidian Financial Group   June 2009 - June 2012

Education
College for Financial Planning   2012 — 2014
CFP Certification Professional Education Program

Marist College   2005 — 2009
Bachelor of Science (B.S.), Business

Denisse Capcha Denisse Capcha South Orange, New Jersey Details
Denisse Capcha's Obsidian Financial Group Experience June 2011 - January 2012
Job Student at Seton Hall University
Industry Higher Education
Experience
John Thomas Financial  January 2012 - August 2012
Obsidian Financial Group   June 2011 - January 2012
Institutional Effectiveness & Research   2009 - 2010

Skills
Investment Banking, Series 7, Equities, Series 63, Investments, Private Equity, Corporate Finance, Financial Modeling, Securities, Portfolio Management, Wealth Management, Valuation, Financial Analysis, Alternative Investments, Asset Managment, Asset Management

Education
Seton Hall University   2012 — 2014
Bachelor of Arts (B.A.), Philosophy, Economics

Bergen Community College   2007 — 2009

Samantha Ulysse Samantha Ulysse Greater New York City Area Details
Samantha Ulysse's Obsidian Financial Group Experience September 2009 - November 2009
Job Associate at Ernst & Young
Industry Accounting
Experience
EY  October 2014 - Present
Ernst&Young  January 2011 - April 2013
First Investors Corporation  February 2010 - September 2010
Obsidian Financial Group   September 2009 - November 2009
Hofstra University  May 2007 - August 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Investments, Strategic Financial..., Outlook, Microsoft Word, Series 65, Series 63, Series 6, Facebook, Accounting, Budgets, Finance, Program Management, Financial Analysis, Asset Management, Public Speaking, Management, Financial Planning

Education
Montclair State University   2014 — 2016
Master of Business Administration (MBA), Accounting

Baruch College   2013 — 2013
Certificate, Forensic Accounting

Hofstra University   2006 — 2008
BBA, Finance

University of West Georgia   2004 — 2005
Biology, General

John M Sullivan Jr John M Sullivan Jr Greater New York City Area Details
John M Sullivan Jr's Obsidian Financial Group Experience February 2009 - March 2010
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  April 2013 - Present
JP Morgan Chase  March 2010 - March 2013
Obsidian Financial Group   February 2009 - March 2010

Education
Binghamton University   2000 — 2004
BS, Financial Economic Analysis

Andrew Morgasen Andrew Morgasen Greater New York City Area Details
Andrew Morgasen's Obsidian Financial Group Experience January 2010 - April 2010
Job Paraplanner, Clare and associates (Ameriprise Financial)
Industry Financial Services
Experience
Clare and associates (Ameriprise Financial)   May 2012 - Present
Hofstra University  April 2011 - May 2012
Wells Fargo Advisors  August 2010 - April 2011
National Securities  April 2010 - July 2010
Obsidian Financial Group   January 2010 - April 2010
Private One   July 2009 - September 2009
Nassau BOCES  December 2008 - June 2009
The Portrait Shoppe   June 2001 - August 2002

Education
Hofstra University   2010 — 2012
Graduate Studies (MBA), Finance

Hofstra University   2008 — 2009
Graduate Studies (Masters), Elementary; Special Education

University at Albany   2004 — 2008
Bachelor of Arts, Psychology

Plainview-Old Bethpage John F. Kennedy High School   2000 — 2004
High school

Mark Zhurbin Mark Zhurbin Jacksonville, Florida Area Details
Mark Zhurbin's Obsidian Financial Group Experience July 2008 - October 2008
Job B2B Sales Representative
Industry Financial Services
Experience
Total Merchant Services  April 2013 - Present
Starbucks  February 2013 - July 2013
Zoom-Room  March 2012 - October 2012
SheSpeaks Inc.  June 2010 - December 2011
Savvy Girl Media   January 2010 - December 2010
Americal Collisions   February 2009 - March 2010
Central Wine & Liquor   May 2005 - November 2009
Obsidian Financial Group   July 2008 - October 2008

Skills
Analytics, Logistics Planning &..., Marketing & Research, Email Campaigns, Data Analysis, Reports, Event Management, Microsoft Office, Email Marketing, Digital Marketing, Social Media Marketing, Marketing, Sales, Blogging, Social Networking, Project Management, Press Releases, Marketing Research, Management

Education
Obsidian Financial Group   2008 — 2008
Financial Analytics Certification

Borough of Manhattan Community College   2006 — 2007
Liberal Arts

Herbert H. Lehman HS   2004 — 2006
Diploma, General Studies

Gardner Lydon Gardner Lydon Greater New York City Area Details
Gardner Lydon's Obsidian Financial Group Experience April 2011 - September 2011
Job Front Office Trade Assistant at Societe Generale Corporate and Investment Banking SGCIB
Industry Sports
Experience
Societe Generale Corporate and Investment Banking - SGCIB  April 2015 - Present
Blue Mountain Capital Management   March 2014 - April 2015
HSBC Securities  February 2013 - March 2014
God's Love We Deliver  August 2012 - February 2013
ISO  September 2011 - March 2012
Obsidian Financial Group   April 2011 - September 2011
Liquidity Works, Inc.   November 2010 - April 2011
:PMSports  March 2010 - September 2010
LockerBlogger  September 2009 - February 2010

Skills
FINRA Series 56, Marketing Strategy, Business Strategy, New Business Development, Business Development, Recruiting, Research

Education
New York University   2006 — 2010