Signature Financial Partners, LLC

Description

Address: 8607 Westwood Center Dr, Vienna, VA 22182 Phone: (703) 893-2550Category: : : : : Hours: Place name: Website: : : Website: http://www.sfpfinancial.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 Signature Financial Partners, LLC Posting publicly on the Web Write a review Reviews Be the first to review

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Signature Financial Partners, LLC Employees

Employee
Years
Job
Industry
Carl Grund III, CFP®, AIF® Carl Grund III, CFP®, AIF® Washington D.C. Metro Area Details
Carl Grund III, CFP®, AIF®'s Signature Financial Partners, LLC Experience June 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Signature Financial Partners, LLC   June 2008 - Present
Smith Barney  June 2006 - January 2007

Skills
Financial Planning, Business Succession, Executive Compensation, Corporate Retirement..., Estate Planning, Wealth Management, Insurance Advisory..., Financial Goals

Education
Georgetown University   2010 — 2011
Financial Planning Designation

University of Maryland - Robert H. Smith School of Business
B.S., Finance, General

Colleen Gaffney Colleen Gaffney Washington D.C. Metro Area Details
Colleen Gaffney's Signature Financial Partners, LLC Experience May 2013 - June 2014
Job Marketing Coordinator and Graphic Designer at rand*
Industry Graphic Design
Experience
rand* construction corporation  June 2014 - Present
Signature Financial Partners, LLC   May 2013 - June 2014
Ann Taylor LOFT  September 2010 - June 2014
The Idea Works   October 2012 - May 2013
Young Entrepreneurs Academy  2010 - 2012

Skills
Adobe Creative Suite, Photoshop, Illustrator, InDesign, Dreamweaver, Flash, Photography, Digital Photography, Web Design, Brochures, Illustration, Layout, Graphics, Graphic Design, Logo Design

Education
Mercyhurst College   2006 — 2010
Bachelor of Arts (B.A.), Graphic Design

Gloria C. Fazio Gloria C. Fazio Washington D.C. Metro Area Details
Gloria C. Fazio's Signature Financial Partners, LLC Experience June 2010 - July 2014
Job Senior Marketing Associate at Baker Tilly Virchow Krause, LLP
Industry Marketing and Advertising
Experience
Baker Tilly Virchow Krause, LLP  August 2014 - Present
Signature Financial Partners, LLC   June 2010 - July 2014
Universal McCann  January 2008 - September 2009

Skills
Social Media Marketing, Event Planning, Marketing Strategy, Media Planning, Digital Marketing, Business Development, Corporate Websites, Press Releases, Marketing, Online Branding, Marketing Communications, Customer Intelligence, Strategic Planning, Advertising, Management, Integrated Marketing, Online Advertising

Education
University of Maryland College Park
Bachelors of Science, Marketing

Fred Steiner, CFA Fred Steiner, CFA Minneapolis, Minnesota Details
Fred Steiner, CFA's Signature Financial Partners, LLC Experience January 2012 - March 2013
Job Associate at Blue Clay Capital
Industry Investment Management
Experience
Blue Clay Capital   June 2013 - Present
Signature Financial Partners, LLC   January 2012 - March 2013
Signature Financial Partners, LLC   November 2010 - January 2012
Soccer 4 Hope   January 2010 - July 2010
U.S. Soccer Federation   September 2009 - December 2009
Libero Sports LLC   July 2009 - September 2009

Skills
CRM, Accounting, Retirement Planning, Investments, Management, Finance, Portfolio Management, Equities, Alternative Investments

Education
Union College   2005 — 2009
Bachelor of Arts, Economics, History

Georgetown University   2011 — 2013
Certificate in Continuing Professional Education: Budget and Finance

Northwestern University - Kellogg School of Management   2009 — 2009
Governing the Family Business

University of Cape Town   2008 — 2008
History

Rebecca Chenette Rebecca Chenette Clifton, Virginia Details
Rebecca Chenette's Signature Financial Partners, LLC Experience May 2011 - August 2011
Job Operations Manager at The Mom Valet
Industry Nonprofit Organization Management
Experience
Pre-launch DC Startup   May 2014 - Present
Covenant Village Retreat   March 2014 - Present
Center for Social Entrepreneurship   June 2014 - July 2014
Pennsylvania Nonprofit   December 2013 - February 2014
Social Entrepreneur  August 2013 - August 2013
George Mason University  June 2012 - July 2012
Signature Financial Partners, LLC   May 2011 - August 2011
Rosey Foundation   August 2010 - December 2010
U.S. Department of State   June 2008 - August 2010
Bridges, a George Mason University Student Organization   January 2010 - May 2010

Skills
Nonprofits, Research, Public Speaking, Leadership, Event Planning, PowerPoint, Microsoft Office, Program Management, Social Media, Strategic Planning, Microsoft Word, Leadership Development, Management, Project Management, Teaching, Public Relations, Policy Analysis, International Relations, Nazi Editor, Networking, Intercultural..., Foreign Languages, Entrepreneurship

Education
George Mason University   2007 — 2012
BA Economics; BA Global Affairs: Concentration in Social Entrepreneurship and Global Poverty, Minor in Latin, 3.88

Ad Fontes Academy

Keith Brockman, AIF Keith Brockman, AIF Washington D.C. Metro Area Details
Keith Brockman, AIF's Signature Financial Partners, LLC Experience November 1996 - Present
Job Financial Advisor at Signature Financial Partners, LLC
Industry Financial Services
Experience
Signature Financial Partners, LLC   November 1996 - Present
Cincinnati Financial Corporation  May 1989 - October 1996
Paine Webber  February 1988 - February 1989

Skills
Investments, Portfolio Management, Wealth Management, Retirement Plan..., Retirement Planning, 401k, Executive Benefit..., Estate Planning, Life Insurance, Annuities, Long Term Care Insurance, Mutual Funds, financial planning

Education
Miami University   1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services

Sam Walters Sam Walters Easton, Pennsylvania Details
Sam Walters's Signature Financial Partners, LLC Experience May 2014 - August 2014
Job Intern at Signature Financial Partners, LLC
Industry Higher Education
Experience
Lafayette College Women's Basketball Team   August 2014 - March 2015
Signature Financial Partners, LLC   May 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Matlab, Mathematica, LaTeX, Economics, Mathematics, Statistics, Visual Basic, NetBeans, Stata, J (Programming Language)

Education
Lafayette College   2011 — 2015
Bachelor of Arts, Mathematics & Economics

John S. Burke, CLU, ChFC John S. Burke, CLU, ChFC Baltimore, Maryland Area Details
John S. Burke, CLU, ChFC's Signature Financial Partners, LLC Experience January 2009 - June 2014
Job Business Development Specialist, BB&T Life Insurance Services
Industry Financial Services
Experience
BB&T Insurance Services Inc.   June 2014 - Present
Signature Financial Partners, LLC   January 2009 - June 2014
Phoenix Life Insurance Company  July 2008 - June 2009
Hartford Life  September 1998 - July 2008

Skills
Wealth Management, Health Insurance, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Series 63, Estate Planning, Insurance, Long-term Care, 401k, Life Insurance, Disability Insurance, Series 6

Education
Tulane University   1976 — 1980
BA, History

Gerald Goodwin Gerald Goodwin Richmond, Virginia Details
Gerald Goodwin's Signature Financial Partners, LLC Experience June 2013 - August 2013
Job Student at Virginia Commonwealth University
Industry Marketing and Advertising
Experience
The Alberts   October 2013 - September 2015
Richmond Kickers Soccer Club  May 2015 - August 2015
League of Women Voters of the Richmond Metropolitan Area   June 2014 - July 2014
Signature Financial Partners, LLC   June 2013 - August 2013
Richard Bland College of the College of William & Mary   January 2013 - May 2013

Skills
Advertising, Marketing, Nonprofits, Music, Social Media, Microsoft Office, Creative Direction, PowerPoint, Microsoft Word, Social Media Marketing, Social Networking, Creative Strategy, Marketing Communications

Education
Virginia Commonwealth University   2013 — 2016
Bachelor's Degree, Strategic Advertising, Senior

Richard Bland College of the College of William and Mary   2011 — 2013
Associate's Degree

Harris Adams Harris Adams Bethesda, Maryland Details
Harris Adams's Signature Financial Partners, LLC Experience 1995 - Present
Job Financial Advisor at Signature Financial Partners, LLC
Industry Financial Services
Experience
Signature Financial Partners, LLC   1995 - Present

Skills
Insurance and..., Estate Preservation, Asset Management, Financial Planning, Life Insurance, Fixed & Variable..., Mutual Funds, Long Term Care Insurance, Small Business Plans

Education
Indiana University Bloomington   1984 — 1988
Bachelor's Degree

Jean Pierre Jean Pierre Greater New York City Area Details
Jean Pierre's Signature Financial Partners, LLC Experience January 2011 - April 2011
Job Investment Banking Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Investment Bank  June 2015 - Present
Robert Wood Johnson Foundation  March 2015 - June 2015
Syncora Guarantee  September 2014 - March 2015
Barclays Investment Bank  June 2014 - August 2014
Sponsors for Educational Opportunity  March 2014 - August 2014
Goldman Sachs  May 2013 - August 2013
American Express  June 2012 - August 2012
Vasomedical, Inc  August 2011 - February 2012
16 Handles  August 2010 - November 2011
Signature Financial Partners, LLC   January 2011 - April 2011

Skills
Leadership, Strategy, Microsoft Excel, PowerPoint, Team Leadership, Financial Analysis, Financial Modeling, Accounting, Marketing, Public Speaking, Data Entry, QuickBooks, Strategic Planning, Salesforce.com, Customer Service, Microsoft Office, Research, Teamwork

Education
Baruch College   2012 — 2015
Bachelor of Business Administration (BBA), Finance

Douglas County High School
High School

Scott Culiner,CFP® Scott Culiner,CFP® Baltimore, Maryland Area Details
Scott Culiner,CFP®'s Signature Financial Partners, LLC Experience 1987 - Present
Job Investment Advisor Representative at Signature Financial Partners, LLC a member of John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Partners, LLC   1987 - Present

Skills
Financial Needs Analysis, Asset and Portfolio..., Investment Advisory..., Survivorship and Asset..., Pension Income..., Long Term Care Insurance, Life Insurance, Disability Insurance, Fixed & Variable..., Mutual Funds, General Securities, Small Business Plans, Retirement Income..., Lifetime Income Planning, Estate Conservation...

Education
Towson University   1982 — 1987
Bachelor of Science, Health Services Management

Eric Dunner, JD, CFP® Eric Dunner, JD, CFP® Washington D.C. Metro Area Details
Eric Dunner, JD, CFP®'s Signature Financial Partners, LLC Experience October 2011 - March 2015
Job Associate Client Advisor at Glassman Wealth Services
Industry Financial Services
Experience
Glassman Wealth Services   March 2015 - Present
Signature Financial Partners, LLC   October 2011 - March 2015
Wells Fargo  April 2008 - September 2011
CACI International Inc  September 2007 - April 2009
Zelle McDonough, LLP   January 2006 - February 2007

Education
Boston Institute of Finance   2011 — 2012
Certificate in Financial Planning

New England School of Law   2004 — 2007
J.D.

Franklin & Marshall College   2000 — 2004
B.A., Government

Churchill

Harley Mann, Jr., CLU, ChFC Harley Mann, Jr., CLU, ChFC Portland, Oregon Area Details
Harley Mann, Jr., CLU, ChFC's Signature Financial Partners, LLC Experience August 1989 - Present
Job Financial Advisor at John Hancock Financial Network
Industry Financial Services
Experience
Signature Financial Partners, LLC   August 1989 - Present

Skills
Financial Planning, Managed Accounts, Life Insurance, Long Term Care Insurance

Education
University of Maryland College Park   1985 — 1989
BS, Finance

Courtney White Courtney White Washington D.C. Metro Area Details
Courtney White's Signature Financial Partners, LLC Experience July 2011 - August 2011
Job Marketing Coordinator at The National Academy of Elder Law Attorneys, Inc.
Industry Marketing and Advertising
Experience
The National Academy of Elder Law Attorneys, Inc.   June 2015 - Present
LivingSocial  July 2014 - March 2015
Vocus  March 2014 - July 2014
MultiView, Inc.   June 2013 - February 2014
University of Alabama  October 2011 - October 2012
GMR Marketing  August 2012 - September 2012
Signature Financial Partners, LLC   July 2011 - August 2011
The Gap, Inc  November 2008 - August 2009

Skills
Facebook, Social Media, Social Media Marketing, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Sales, Marketing, Social Networking, Public Relations, Advertising, Blogging, Marketing Communications

Education
University of Alabama   2010 — 2013
Bachelor of Arts (BA), Communication

Saint John's University   2009 — 2010
Public Relations, Advertising, and Applied Communication

Dominion High School   2005 — 2009
Advanced Studies Diploma

Danielle Schill Danielle Schill Washington D.C. Metro Area Details
Danielle Schill's Signature Financial Partners, LLC Experience January 2007 - Present
Job Director of Operations at Signature Financial Partners, LLC
Industry Financial Services
Experience
Signature Financial Partners, LLC   January 2007 - Present
LineDance4You, LLC   June 2005 - Present
Access National Bank  January 2005 - January 2007
Access National Corporation   October 2004 - January 2005
Access National Mortgage  October 2003 - October 2004

Skills
Microsoft Office, Event Planning, Management, Customer Service, Marketing, Cross-functional Team..., Dance Instruction, Accounts..., Financial Reporting, Facilities Management, Web Design, Project Management, Finance, Public Relations, Leadership, Human Resources, Recruiting, Dance

Education
Radford University   1999 — 2002
BBA, Business Management

FSU Study Abroad in Paris

John Sazegar John Sazegar Rockville, Maryland Details
John Sazegar's Signature Financial Partners, LLC Experience 2010 - 2011
Job Regulatory Analyst at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  2011 - Present
Signature Financial Partners, LLC   2010 - 2011
Capital One  2006 - 2007

Skills
FINRA, Microsoft Office

Education
University of Maryland College Park
Bachelor of Arts (BA), Economics