Prime Financial Services

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Prime Financial Services Employees

Employee
Years
Job
Industry
Jason Wein Jason Wein Wilton, Connecticut Details
Jason Wein's Prime Financial Services Experience 2002 - Present
Job Managing Partner at Prime Financial Services
Industry Financial Services
Experience
Prime Financial Services   2002 - Present
Gartner  June 2000 - December 2001

Skills
Wealth Management, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Advisory, Wealth, Financial Planners, Securities, Finance, Financial Services, Management

Education
Wharton School, University of Pennsylvania   2013 — 2014
Certificate, Retirement Income Planning

Penn State University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Allison Radde Allison Radde Fullerton, California Details
Allison Radde's Prime Financial Services Experience July 2015 - Present
Job Financial Representative at Prime Financial Services
Industry Financial Services
Experience
Prime Financial Services   July 2015 - Present
Student Athlete, Team Captain   September 2011 - Present
Marketing/Public Relations Intern   October 2013 - July 2015
Finance/Sales/Marketing Intern   May 2014 - August 2014
Tennis Instructor  June 2012 - January 2014
Publicity Intern   October 2013 - December 2013
Social Media/Blog Intern   June 2013 - August 2013

Skills
Social Media, Marketing, Marketing Research, Public Relations, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Facebook, Instagram, Twitter, Pinterest, Photoshop, Bloomberg Terminal

Education
Fairfield University   2011 — 2015
Bachelor's degree, Marketing, Finance

Fairfield University   2011 — 2015
Bachelor's degree, Finance and Marketing

Alison McCarthy, MBA Alison McCarthy, MBA Greater New York City Area Details
Alison McCarthy, MBA's Prime Financial Services Experience June 2011 - June 2013
Job Insurance Sales Individual and Group
Industry Insurance
Experience
Independent Insurance Agency  August 2013 - Present
Prime Financial Services   June 2011 - June 2013
Capital Brokerage   January 2010 - September 2010
Insight Small Business Consulting, LLC   May 2008 - December 2009
Zeigler & Associates   August 2005 - April 2008
Pelham Country Homes, Inc   September 2004 - June 2005
First Congregational Church  September 2000 - August 2004
Product Ventures, Ltd  January 1999 - January 2000
Norwalk Community College  May 1996 - February 1999
Norwalk Community College  May 1996 - February 1999

Skills
Time Management, Market Research, Budgets, Strategy, Finance, Marketing, Social Media, Recruiting, Competitive Analysis, Process Improvement, Training, Email Marketing

Education
The University of Connecticut   1986 — 1988
Master of Business Administration, Marketing

Fairfield University   1978 — 1980
Bachelor of Arts, Economics

Josh Butzke Josh Butzke Wilton, Connecticut Details
Josh Butzke's Prime Financial Services Experience October 2014 - Present
Job Financial Advisor at PRIME Financial Services
Industry Financial Services
Experience
PRIME Financial Services   October 2014 - Present

Education
Bucknell University

Michael Farber Michael Farber Madison, Wisconsin Area Details
Michael Farber's Prime Financial Services Experience 2005 - 2007
Job Mortgage Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  June 2013 - Present
State Farm Agent  April 2010 - June 2013
Homestead Homes   August 2007 - November 2009
Prime Financial Services   2005 - 2007
Indymac Bank  2004 - 2005
Argent Mortgage Company  2003 - 2004
Household International  1994 - 2003

Skills
Insurance, Customer Service, Property & Casualty..., Risk Management, Health Insurance, Mortgage Banking, Residential Mortgages, Mortgage Lending, Project Management, Strategic Planning, Change Management, Sales, Finance, Loans, Banking, Management, Refinance, Sales Management, First Time Home Buyers, FHA, Residential Homes, Investment Properties, Credit, Loan Origination, Relocation, Single Family Homes

Education
Madison Area Technical College   1988 — 1990
Associate's degree, Hospitality Administration/Management

Walters State Community College
Culinary Arts/Chef Training

Alfred Dingler Alfred Dingler Greater Atlanta Area Details
Alfred Dingler's Prime Financial Services Experience 1985 - Present
Job Divorce Services Strategist & Consultant | Investment & Financial Advisor | President of Prime Financial Services
Industry Financial Services
Experience
Prime Divorce Strategies   1985 - Present
Prime Financial Services   1985 - Present
Prime Insurance Agency   1985 - Present
Prime Educational Services   1985 - Present
Prime Image Consulting   1985 - Present

Education
Georgia College and State University   1981 — 1985
BBA, Risk Management and Insurance

Alison C. McCarthy, MBA Alison C. McCarthy, MBA Norwalk, Connecticut Details
Alison C. McCarthy, MBA's Prime Financial Services Experience June 2011 - June 2013
Job Insurance Agent Life & Health/Property & Casualty/ Certified on CT Health Exchange/Freelance Business Writer
Industry Financial Services
Experience
Independent Insurance Agency  August 2013 - Present
InSight Small Business Consulting   May 2008 - Present
Prime Financial Services   June 2011 - June 2013
Capital Brokerage   January 2010 - September 2010
Zeigler and Associates Inc.   August 2005 - April 2008
FCC of Darien (not for profit)   September 2000 - September 2004
Product Ventures Ltd  January 1999 - January 2000
Norwalk Community College  May 1996 - March 1999
Health Insurance Plan of Greater NY (HIP)   May 1993 - August 1995
Group Health Incorporated  February 1990 - May 1993

Skills
Online Marketing, Email Marketing, Event Co-ordination, Budget Management, Proposal Writing, Website Redesign, Tax Preparation, Life Insurance, Health Insurance, Project Management, Seminar Marketing, Competitive Analysis, Market Research, Idea Person, Social Media Marketing, Marketing, Marketing Strategy, Entrepreneurship, Business Strategy, Creative Problem Solving, Strategic Partnerships, Budgets, Start-ups, Digital Media, Business Development, Social Media, Public Relations, Management, B2B, Strategic Planning, Training, Management Consulting, Team Building, Small Business, Advertising, Sales, Program Management, CRM, Marketing Communications, Digital Marketing, Account Management, New Business Development, Social Networking

Education
Connecticut Information Technology Institute   2011 — 2011

Norwalk Community College   2008 — 2008

The University of Connecticut School of Business   1986 — 1988
M.B.A.

Fairfield University   1978 — 1980
B.A.

Syracuse University   1975 — 1977
B.A.

Staples HS   1972 — 1975
High school diploma

Amy Dingler Amy Dingler Greater Atlanta Area Details
Amy Dingler's Prime Financial Services Experience April 2010 - September 2011
Job Founder International Friends Foundation
Industry Nonprofit Organization Management
Experience
International Friends Foundation, Inc.   March 2010 - Present
McKinsey & Company  May 2014 - July 2014
Cox Radio  May 2008 - December 2013
Prime Financial Services   April 2010 - September 2011
Chick-fil-A  March 2009 - May 2010

Skills
Leadership, Nonprofits, Volunteer Management, Strategic Planning, Event Planning, Public Speaking, Marketing, Fundraising, Microsoft Office, Leadership Development, Microsoft Excel, Social Media, PowerPoint, Management, Non-profits, Research, Social Networking, Higher Education, Marketing Strategy, Scientific Diving

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2016
Bachelor of Science (B.S.), Business Administration, Bachelor of Arts in Asian Studies, Creative Writing Minor

Clayton State University   2010 — 2011

Gina V. Badalamenti Gina V. Badalamenti Greater New York City Area Details
Gina V. Badalamenti's Prime Financial Services Experience 2001 - 2003
Job Business Development Consultant
Industry Management Consulting
Experience
Paradise Electrical Energy Contractors, Inc.   May 2015 - Present
Subway  2009 - 2015
Lincoln Financial Group  2005 - 2009
Fidelity Investments  2004 - 2005
Prime Financial Services   2001 - 2003
American Skandia  1998 - 2001

Skills
Customer Service, Team Building, Strategic Planning, Business Planning, Management, Food, Sales, Marketing Strategy, New Business Development, Leadership, Retail, Restaurants, Business Development, Marketing, P&L, Hospitality, Franchising, Sales Management, Team Leadership, Financial Planning, Collaborative Problem..., Training, Public Speaking

Education
Villanova University   2015 — 2015
Six Sigma Green Belt, Project Management

Southern New Hampshire University   1993 — 1995
Master of Business Administration (MBA), Labor and Industrial Relations; Finance

Daniel Webster College   1988 — 1991
Bachelor of Science (BS), Business Management / Aviation

Darby Burke Darby Burke Wilton, Connecticut Details
Darby Burke's Prime Financial Services Experience December 2012 - Present
Job Business Operations at Prime Financial Services
Industry Financial Services
Experience
Prime Financial Services   December 2012 - Present
MetLife  July 2001 - November 2012

Education
University of Connecticut-Stamford
Bachelor of Science (BS)

David Jamison, CFP® David Jamison, CFP® United States Details
David Jamison, CFP®'s Prime Financial Services Experience January 2008 - May 2011
Job Wealth Management
Industry Financial Services
Experience
TIAA-CREF  July 2013 - September 2014
USAA  May 2011 - June 2013
Prime Financial Services   January 2008 - May 2011
Vanguard  May 2004 - January 2008
Jamison Financial Services, Inc.   March 1995 - May 2000
United States Air Force  June 1987 - January 1998
Aery Insurance Services   February 1993 - December 1995

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis

Education
Florida International University - College of Business   2001 — 2002
50% completed, Masters in Taxation

Palm Beach Atlantic University   1990 — 1992
Bachelors, Finance

Joseph Tretola Joseph Tretola Delray Beach, Florida Details
Joseph Tretola's Prime Financial Services Experience September 1997 - April 1999
Job Life & Health Solutions
Industry Financial Services
Experience
Life & Health Solutions, LLC   September 2010 - Present
Debt Remedy Partners   August 2008 - September 2010
Ameriprise Financial  1999 - 2008
Xaviar's Resturaunt Group   1995 - 2000
Prime Financial Services   September 1997 - April 1999

Skills
Mutual Funds, Account Management, Retirement Planning, Strategic Financial..., Retirement, Social Media Marketing, Series 7, Long-term Care, Insurance, Investments, Equities, Mortgage Lending, Finance, Health Insurance, New Business Development, Sales, Series 63, Advertising, Financial Services, Marketing, Strategic Planning, Customer Service, Sales Management, Marketing Strategy, Small Business, Management

Education
Manhattan College   1993 — 1997
Finance & Economics

Eddie Guthmann Eddie Guthmann Greater Atlanta Area Details
Eddie Guthmann's Prime Financial Services Experience Financial advisor/Stock BrokerJosephthal2000 - 2002
Job Regional Broker Dealer
Industry Financial Services
Experience
Prime Financial Services   Financial advisor/Stock BrokerJosephthal2000 - 2002

Education
University of Miami - School of Business   1960 — 1965

L'Norah Clarke L'Norah Clarke Dallas/Fort Worth Area Details
L'Norah Clarke's Prime Financial Services Experience January 1996 - January 1998
Job Health Care Administration/ Insurance Verification
Industry Medical Practice
Experience
U T Southwestern Medical Center   July 1999 - Present
Methodist Hospital  January 1998 - January 1999
Prime Financial Services   January 1996 - January 1998

Skills
Outlook, Medical Coding, Health Information..., Medical Terminology, Customer Service, EHR, Microsoft Office, Gallbladder, Healthcare, Hospitals, PowerPoint, Surgery, CPT, Supervisory Skills, Cpr Certified, Physicians, Ambulatory, Community Outreach, Physician Relations, Phlebotomy, Health Insurance, ICD-9, Accounts Receivable, Software Documentation, Accounts Payable, HIPAA, Clinical Research, BLS, Public Health, Psychotherapy, Healthcare Information..., Healthcare Management, Data Entry, Nonprofits, Invoicing, Medicare, Radiology, Access, Training, Medicaid, Medicine, Conflict Resolution, Meditech, IDX, Patient Safety, Vital Signs, Healthcare Consulting, Medical Records, EMR, Revenue Cycle Management

Education
University of Phoenix   2011 — 2013
Bachelor of Science, Healthcare Administration/Health Information Systems

University of Phoenix   2009 — 2010
Associates, Health Care Administration/Medical Records

Sunset High School, Dallas, TX   1977 — 1980

Bob Boram CFP, ChFC Bob Boram CFP, ChFC Albany, New York Area Details
Bob Boram CFP, ChFC's Prime Financial Services Experience January 1995 - January 1998
Job Personel Financial Consultant
Industry Financial Services
Experience
Managed Health Network Government Services   November 2010 - Present
Managed Health Net Government Services   November 2010 - Present
Strategic Resources Incorporated   November 2009 - July 2010
Strategic Resources, Inc  April 2009 - June 2010
CUNA MUTUAL LIFE INSURANCE COMPANY   January 1998 - January 2008
CUNA Mutual Group  1998 - 2008
PRIME FINANCIAL SERVICES   January 1995 - January 1998
MetLife  January 1991 - January 1994
EASTERN AIRLINES, INC  January 1972 - January 1991

Skills
Budgets, Training, Management, Strategic Financial..., Insurance, Retirement Planning, Investments, Employee Benefits, Finance, Program Management, Sales, Human Resources, Marketing, Wealth Management, Series 7, Financial Services, Retirement, Risk Management, Life Insurance, Financial Advisory, Mutual Funds, Fixed Annuities, Negotiation

Education
Catonsville Community College
AAS, Air Traffic Management