The Dowling Group
Description
Address: 1171 E Putnam Ave, Riverside, CT 06878 Hours: Closed ⋅ Opens 9AM Monday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 967-2231Website: : : Category: : Place name: : : : Website: https://thedowlinggroup.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 question
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The Dowling Group Employees
Employee
Years
Job
Industry
Jay Rosencrans Jay Rosencrans's The Dowling Group Experience May 2010 - June 2010
Job Bloomberg BNA
Industry Publishing
Experience
Bloomberg BNA November 2014 - Present
CEB July 2014 - October 2014
CEB August 2013 - June 2014
Horizon Kinetics LLC June 2012 - August 2012
Lapis Global Limited June 2011 - August 2011
Elon University February 2011 - May 2011
North American Power July 2010 - May 2011
The Dowling Group May 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Business Development, Social Media Marketing, Negotiation, CRM, Marketing, Outlook, Forecasting, Social Media, Risk Management, Spanish, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science, Finance, Economics
Universitat Pompeu Fabra 2011 — 2011
Management
Brunswick School 2005 — 2009
Bloomberg BNA November 2014 - Present
CEB July 2014 - October 2014
CEB August 2013 - June 2014
Horizon Kinetics LLC June 2012 - August 2012
Lapis Global Limited June 2011 - August 2011
Elon University February 2011 - May 2011
North American Power July 2010 - May 2011
The Dowling Group May 2010 - June 2010
Skills
Financial Modeling, Microsoft Excel, Business Development, Social Media Marketing, Negotiation, CRM, Marketing, Outlook, Forecasting, Social Media, Risk Management, Spanish, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Science, Finance, Economics
Universitat Pompeu Fabra 2011 — 2011
Management
Brunswick School 2005 — 2009
Sonata Trachtenberg Sonata Trachtenberg's The Dowling Group Experience January 2013 - September 2013
Job Finance/Administrative
Industry Financial Services
Experience
Connolly, LLC May 2014 - June 2014
eTuitive LLC November 2013 - June 2014
The Dowling Group January 2013 - September 2013
Private family 1999 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Photoshop, Strategic Planning, Accounting, Analysis, Financial Modeling, Negotiation, Account Management, New Business Development, Outlook, Project Planning, Finance, Access, Process Scheduler, English, Teamwork, Time Management, CRM, Management, Business Analysis, Email Marketing, Budgets
Education
Sacred Heart University 2006 — 2008
Bachelor's degree (B.S.), Finance, 3.9
Norwalk Community College 2000 — 2005
Associate of Science (A.S.) in Liberal Arts; Associate of Science (A.S.) in Finance., Finance, General; Liberal Arts, 3.9
Kaunas University of Technology 1995 — 1998
BS, Economics (completed ~70% prior to relocation to the US), Economics/Engineering.
Connolly, LLC May 2014 - June 2014
eTuitive LLC November 2013 - June 2014
The Dowling Group January 2013 - September 2013
Private family 1999 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Photoshop, Strategic Planning, Accounting, Analysis, Financial Modeling, Negotiation, Account Management, New Business Development, Outlook, Project Planning, Finance, Access, Process Scheduler, English, Teamwork, Time Management, CRM, Management, Business Analysis, Email Marketing, Budgets
Education
Sacred Heart University 2006 — 2008
Bachelor's degree (B.S.), Finance, 3.9
Norwalk Community College 2000 — 2005
Associate of Science (A.S.) in Liberal Arts; Associate of Science (A.S.) in Finance., Finance, General; Liberal Arts, 3.9
Kaunas University of Technology 1995 — 1998
BS, Economics (completed ~70% prior to relocation to the US), Economics/Engineering.
Daniel M. Lorio, EA Daniel M. Lorio, EA's The Dowling Group Experience February 2012 - October 2014
Job Client Accountant at Rockefeller & Co., Inc.
Industry Accounting
Experience
Rockefeller & Co., Inc. October 2014 - Present
The Dowling Group February 2012 - October 2014
Barry Gould, CPA January 2009 - January 2012
Jujamcyn Theaters, LLC October 2008 - December 2008
Skills
Tax Software Proficiency, Proficient in QuickBooks, Experience in Taxing..., Tax Preparation, General Ledger, Bookkeeping, Accounting, Account Reconciliation, Journal Entries, Tax, Tax Returns, Sales Tax, Financial Reporting, Income Tax, Fixed Assets, Accounts Payable, GAAP, Financial Statements, Auditing, Financial Accounting, Accounts Receivable, Corporate Tax, Peachtree, Healthcare Consulting, Social Security, Long Term Care Insurance, Retirement Planning, Estate Planning, IRS Enrolled Agent, IRS, Estate Tax Planning
Education
Seton Hall University 2004 — 2008
Bachelor of Science, Accounting
University of Phoenix 2009 — 2011
Masters, Business Administration
Rockefeller & Co., Inc. October 2014 - Present
The Dowling Group February 2012 - October 2014
Barry Gould, CPA January 2009 - January 2012
Jujamcyn Theaters, LLC October 2008 - December 2008
Skills
Tax Software Proficiency, Proficient in QuickBooks, Experience in Taxing..., Tax Preparation, General Ledger, Bookkeeping, Accounting, Account Reconciliation, Journal Entries, Tax, Tax Returns, Sales Tax, Financial Reporting, Income Tax, Fixed Assets, Accounts Payable, GAAP, Financial Statements, Auditing, Financial Accounting, Accounts Receivable, Corporate Tax, Peachtree, Healthcare Consulting, Social Security, Long Term Care Insurance, Retirement Planning, Estate Planning, IRS Enrolled Agent, IRS, Estate Tax Planning
Education
Seton Hall University 2004 — 2008
Bachelor of Science, Accounting
University of Phoenix 2009 — 2011
Masters, Business Administration
Pam Conte Pam Conte's The Dowling Group Experience September 2013 - October 2014
Job Office Coordinator and Events at Cornell University Veterinary Specialists
Industry Investment Management
Experience
Cornell University Veterinary Specialists November 2014 - Present
The Dowling Group September 2013 - October 2014
Gartner September 2012 - February 2013
Artha Capital Management January 2012 - August 2012
RBS Markets & International Banking October 2009 - November 2011
Excel Partners September 2007 - October 2009
Skills
Social Skills, Outlook, Event Planning, Time Management, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Event Management, Social Media, PowerPoint, Sales, Marketing, Recruiting, Marketing Communications, Leadership, Account Management, Management, Budgets, Public Speaking
Education
The University of Connecticut 2006 — 2009
Bachelor of Arts (BA), Human Development and Family Studies, Psychology
Berkeley College 2004 — 2006
Associate's degree, Business Marketing
Cornell University Veterinary Specialists November 2014 - Present
The Dowling Group September 2013 - October 2014
Gartner September 2012 - February 2013
Artha Capital Management January 2012 - August 2012
RBS Markets & International Banking October 2009 - November 2011
Excel Partners September 2007 - October 2009
Skills
Social Skills, Outlook, Event Planning, Time Management, Microsoft Office, Social Networking, Microsoft Excel, Social Media Marketing, Customer Service, Event Management, Social Media, PowerPoint, Sales, Marketing, Recruiting, Marketing Communications, Leadership, Account Management, Management, Budgets, Public Speaking
Education
The University of Connecticut 2006 — 2009
Bachelor of Arts (BA), Human Development and Family Studies, Psychology
Berkeley College 2004 — 2006
Associate's degree, Business Marketing
Sean M. Dowling, CFP®, EA Sean M. Dowling, CFP®, EA's The Dowling Group Experience November 2010 - Present
Job President, The Dowling Group
Industry Financial Services
Experience
The Dowling Group November 2010 - Present
The Dowling Group January 2008 - December 2010
Joseph M. Dowling, CPA January 2004 - October 2010
The Dowling Group January 2004 - July 2008
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Estate Planning, Retirement Planning, Investment Advisory, Strategic Financial..., Income Tax, Financial Planning, Trusts, Retirement Income..., Risk Management, Mortgage Lending, Tax Compliance, Asset Management, Tax, Investment Strategies, Alternative Investments, Inheritance Tax Planning, Charitable Giving, Estate Administration, High Net Worth..., Tax Advisory, Wealth, Asset Protection, Finance, Financial Advisory, Small Business, Certified Financial..., Estate Tax Planning, Mutual Funds, Wealth Management..., Loans, Securities
Education
Sacred Heart University 2006 — 2008
CFP, Financial Planning
College for Financial Planning 2006 — 2007
Profesional Certification, Certified Financial Planner
University of Connecticut
BA, Accounting & Finance
The Dowling Group November 2010 - Present
The Dowling Group January 2008 - December 2010
Joseph M. Dowling, CPA January 2004 - October 2010
The Dowling Group January 2004 - July 2008
Skills
Asset Allocation, Wealth Management, Portfolio Management, Investments, Estate Planning, Retirement Planning, Investment Advisory, Strategic Financial..., Income Tax, Financial Planning, Trusts, Retirement Income..., Risk Management, Mortgage Lending, Tax Compliance, Asset Management, Tax, Investment Strategies, Alternative Investments, Inheritance Tax Planning, Charitable Giving, Estate Administration, High Net Worth..., Tax Advisory, Wealth, Asset Protection, Finance, Financial Advisory, Small Business, Certified Financial..., Estate Tax Planning, Mutual Funds, Wealth Management..., Loans, Securities
Education
Sacred Heart University 2006 — 2008
CFP, Financial Planning
College for Financial Planning 2006 — 2007
Profesional Certification, Certified Financial Planner
University of Connecticut
BA, Accounting & Finance
Joseph M. Dowling, CPA Joseph M. Dowling, CPA's The Dowling Group Experience January 1979 - Present
Job CEO & Chairman at The Dowling Group
Industry Financial Services
Experience
The Dowling Group January 1979 - Present
Arthur Young January 1969 - January 1979
Skills
Wealth Management, Asset Allocation, Investments, Tax, Estate Planning, Portfolio Management, Risk Management
Education
Pace University 1969 — 1970
Federal Taxation
Seton Hall University 1961 — 1965
BSBA, Accounting
The Dowling Group January 1979 - Present
Arthur Young January 1969 - January 1979
Skills
Wealth Management, Asset Allocation, Investments, Tax, Estate Planning, Portfolio Management, Risk Management
Education
Pace University 1969 — 1970
Federal Taxation
Seton Hall University 1961 — 1965
BSBA, Accounting
Robert Carty Robert Carty's The Dowling Group Experience June 1999 - November 2009
Job Financial professional with expertise in management reporting and personal finance.
Industry Financial Services
Experience
The Dowling Group June 1999 - November 2009
The Chase Manhattan Bank August 1975 - August 1998
Skills
Loans, Portfolio Management, Analysis, Mezzanine, Wealth Management, Commodity, Equities, Investments, Finance, Financial Analysis, Fixed Income, DCF
Education
New York University 1972 — 1975
MBA, Accounting
Manhattan College 1968 — 1972
B.S., Business Administration
The Dowling Group June 1999 - November 2009
The Chase Manhattan Bank August 1975 - August 1998
Skills
Loans, Portfolio Management, Analysis, Mezzanine, Wealth Management, Commodity, Equities, Investments, Finance, Financial Analysis, Fixed Income, DCF
Education
New York University 1972 — 1975
MBA, Accounting
Manhattan College 1968 — 1972
B.S., Business Administration
joseph m dowling's The Dowling Group Experience I am the president of a boutique Tax Advisory and Wealth Management firm that tailors elegant strategies for creating and preserving wealth for individuals, families and small businesses through personalized solutions.$
Job President at The Dowling Group
Industry Financial Services
Experience
The Dowling Group I am the president of a boutique Tax Advisory and Wealth Management firm that tailors elegant strategies for creating and preserving wealth for individuals, families and small businesses through personalized solutions.$
Skills
Strategic Planning, Tax, Accounting, Income Tax, Retirement Planning, Retirement, Investments, Estate Planning, Wealth Management, Investment Advisory, Alternative Investments
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting
The Dowling Group I am the president of a boutique Tax Advisory and Wealth Management firm that tailors elegant strategies for creating and preserving wealth for individuals, families and small businesses through personalized solutions.$
Skills
Strategic Planning, Tax, Accounting, Income Tax, Retirement Planning, Retirement, Investments, Estate Planning, Wealth Management, Investment Advisory, Alternative Investments
Education
Seton Hall University
Bachelor of Science (B.S.), Accounting