Strategic Financial Solutions
Address: 711 3rd Ave, New York, NY 10017 Hours: Closed ⋅ Opens 8:30AM Tuesday8:30AM–6:30PMWednesday8:30AM–6:30PMThursday8:30AM–6:30PMFriday8:30AM–6:30PMSaturday11AM–4PMSundayClosedMonday8:30AM–6:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 810-4545Website: : : : Place name: : Category: : : Website: http://stratfs.com/ Category: Financial consultant 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 question See all questions (1) Popular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for SaturdaysHistogram 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 Strategic Financial Solutions Posting publicly on the Web Write a review Reviews"Great place to work, fun, friendly and lots of room for growth." "Management's leadership is what leads the company's success!" "The atmosphere and people here are amazing!" View all Google reviews From Strategic Financial Solutions "Strategic Financial Solutions takes a highly consultative approach to deeply understand the needs of its clients and the history of their hardships. With this understanding of our clients’ needs, Strategic Financial Solutions tailors debt relief...More "Strategic Financial Solutions takes a highly consultative approach to deeply understand the needs of its clients and the history of their hardships. With this understanding of our clients’ needs, Strategic Financial Solutions tailors debt relief options that include debt consolidation loans and debt resolution programs. Strategic Financial Solutions has used this personalized approach to successfully resolve more than $1 Billion in debt, and funded loans, for over 100,000 clients across the country."
Strategic Financial Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Strategic Financial Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Strategic Financial Solutions Employees
Nordstrom January 2015 - Present
Confidential (In stealth mode) May 2010 - Present
Lighter Capital September 2013 - January 2015
Buck February 2009 - April 2013
Ascentium February 2008 - February 2009
Cole and Weber June 2006 - February 2008
Microsoft December 2004 - June 2006
Strategic Financial Solutions 2001 - December 2004
Skills
T-SQL, C#, Microsoft SQL Server, Microsoft CRM, ASP.NET, Silverlight, XML, Agile Methodologies, .NET, ASP.NET MVC, JavaScript, SSRS, LINQ, Visual Studio, CSS, IIS, SQL, Databases, WCF, Node.js, MongoDB, jQuery, Kendo, Visual Basic 5.0/6.0, VB.NET, ASP, Consulting, Team Management, Team Building, Leadership, Entity Framework, Encryption, Data Security, HTML, HTML 5, Reporting Systems, Strategic Planning, Start-ups, Web Development, E-commerce, Design Patterns, Software Development, Web Applications, Software Design, Enterprise Software
Education
University of Nevada-Reno 1998 — 2002
Bachelors, Computer Information Systems
St. Xavier's College 1996 — 1998
BCom, Business, Economics and Accounting
The Wealth Maximization Group 2001 - Present
Strategic Financial Solutions 1999 - 2001
The Quaker Oats Company 1996 - 1998
Pepsi-Cola Company 1991 - 1996
Westinghouse Electric Company 1983 - 1991
Skills
Strategic Planning, Operational budgeting..., Operations Management, Financial Analysis, Budgets, Project Management, Program Management, Financial Services, Leadership, Management, Asset Management, Business Analysis, Strategic Financial..., Customer Service, Team Building, Employee Benefits, Microsoft Excel, Retirement Planning, Small Business, Marketing, Finance, Microsoft Office, Insurance
Education
The Johns Hopkins University - Carey Business School 1987 — 1990
Master of Administrative Science, Business Management
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (B.A.), Accounting
KKR July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
American Century Investments May 2012 - August 2012
Strategic Financial Solutions June 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Investment Research, Corporate Finance, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelors of Science in Economics, Finance and Accounting
Barstow School 2003 — 2010
Strategic Financial Solutions October 2014 - Present
Transamerica Retirement Services October 2010 - October 2014
Transamerica Retirement Services March 2007 - February 2011
Transamerica Financial Services September 2002 - March 2007
Skills
Retirement, Retirement Planning, Mutual Funds, 401k, Fixed Annuities, Strategic Financial..., Series 63, Series 6, Investments, Insurance, Securities, Wealth Management
Education
Mount Mercy College 2008 — 2012
Masters of Business Administration, Finance & Management
University of Northern Iowa 1998 — 2002
Bachelor, Finance
Kennedy High School 1994 — 1998
Strategic Financial Solutions November 2013 - Present
BNY Mellon July 1990 - August 2013
Chase July 1988 - June 1990
Citicorp Retail Services (Citigroup) 1986 - 1988
Club Getaway July 1985 - October 1987
Publishers Clearing House 1983 - 1986
Skills
Advertising, Social Media, Product Management, Online Marketing, Strategic Planning, Budget Management, Creative Development, B2B, Marketing Strategy, Online Advertising, Creative Direction, Budgets, Integrated Marketing, Direct Marketing, Business Strategy, Strategy, Digital Marketing, Social Marketing, Market Research, Management, Marketing, Leadership, Digital Media, Marketing Communications, CRM, New Business Development, Email Marketing, Brand Management, Direct Mail, Brand Development, Competitive Analysis, Team Building, Marketing Management, Market Planning, Internal Communications, Media Planning, New Media, Program Management, Analytics, Social Media Marketing, Project Management, Web Analytics, Blogging, Corporate Branding, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Queens College 1976 — 1980
BA, Communications, Economics
Stuyvesant High School 1973 — 1976
AvidXchange, Inc. June 2013 - Present
Strategic Financial Solutions November 2012 - June 2013
Vonage October 2009 - February 2012
McKesson August 2005 - October 2009
Skills
Leadership, Business Analysis, Salesforce.com, SQL, Microsoft Office, Customer Service, Account Management, Cloud Computing, Sales, Accounts Payable
Education
Kean University 2015 — 2017
Bachelor of Business Administration (B.B.A.), Marketing
Raritan Valley Community College 2009 — 2012
Associate's degree, Marketing
Van Remortel LLC January 2015 - June 2015
Gutterman Griffiths PC February 2014 - October 2014
Gutterman Griffiths PC September 2013 - February 2014
Strategic Financial Solutions May 2011 - July 2012
Pound Ridge Golf Club May 2010 - August 2011
New Era Colorado October 2010 - May 2011
Capital Planning Group/ Financial Planning January 2006 - August 2009
Education
Boston University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Psychology
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2012
Foreign Affairs, French
Coraggio Group June 2014 - Present
My Career Transition January 2014 - June 2014
Nike May 2010 - December 2013
Nike December 2008 - May 2010
Nike September 2007 - December 2008
Nike April 2006 - September 2007
Resources Global Professionals September 2003 - April 2006
Strategic Financial Solutions August 2000 - September 2003
Oregon Wild June 1998 - August 2000
Various Companies January 1987 - September 1998
Skills
Cross-functional Team..., Change Management, Strategic Planning, Procurement, Organizational..., Management, Leadership Development, Performance Management, Budgets, Outsourcing, Team Building, Project Management, Training, Business Intelligence, Lean Manufacturing, Team Leadership, Sourcing, Business Transformation, Organizational..., Analysis, Strategic Partnerships, Financial Analysis, Problem Solving, Innovation, Knowledge Management, Transition Management, Project Portfolio..., Team Management, Accounting, Financial Management, Change Leadership, Thought Leadership, Visioning, Business Strategy, Leadership, Strategic Sourcing, Finance Transformation, Organizational..., Organizational..., Organizational Design, Strategy, Forecasting, Business Process..., Process Improvement, Supply Chain, Supply Chain Management, Global Sourcing, Management Consulting, Executive Management, Coaching
Education
Purdue University
BS Management
One Degree Advisors, Inc May 2014 - Present
Strategic Financial Solutions October 2007 - May 2014
Skills
Financial Services, Finance, Investments, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Strategic Financial..., Estate Planning, Securities, Strategy, Financial Advisory, Investment Advisory, Insurance, FINRA
Education
University of California, San Diego
Bachelor of Science (BS), Management Science (Economics Dept.)
San Diego State University
Financial Planning
Strategic Financial Solutions October 2012 - Present
Strategic CS, LLC October 2012 - October 2014
Cooler Cleanse/ Juice Generation January 2012 - October 2012
JWT August 2011 - January 2012
The Barbarian Group November 2009 - 2011
Molly Spillanes 2009 - 2010
Credit Suisse October 2007 - April 2009
Taylor Hodson 2004 - 2005
Skills
Talent Management, Applicant Tracking..., Personnel Management, HRIS, Deferred Compensation, Human Resources, Performance Management, Employee Relations, Recruiting, Onboarding, Talent Acquisition, Succession Planning, College Recruiting, New Hire Orientations, Benefits Administration
Education
Boston College 1997 — 2001
BA, Communication/English
mattituck high school
Strategic Financial Solutions December 2005 - Present
Principal Financial Group June 1998 - December 2005
Skills
401(k), 403(b), SEP &..., Asset Allocation, Business Continuation..., College Funding..., Deferred Compensation..., Estate Planning, Executive Benefits..., Financial Needs Analysis, IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Series 7 & 66...
Education
Simpson College
Strategic Financial Solutions 1990 - Present
Education
Iowa State University
Agricultural Business (emphasis on economics), Business Administration
Strategic Financial Solutions August 2013 - Present
Federated Insurance March 1980 - July 2013
Skills
Insurance, Property & Casualty..., Commercial Insurance, Disability Insurance, Life Insurance, CLU, Customer Service, Sales, Workers Compensation, Underwriting, Account Management, Training, Coaching, General Insurance, 401k, Key Person Insurance, buy sell reviews
Education
Luther College 1975 — 1979
B.A., Business Administration