The Sher Group
Address: 233 Needham St, Newton, MA 02464 Phone: (617) 928-3656: : : : Hours: Place name: Category: : Website: : Website: http://www.sherwealth.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.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 The Sher Wealth Management Group Posting publicly on the Web Write a review Reviews Be the first to review
The Sher Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Sher Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Sher Group Employees
Andrew Milhouse U.S. Bank December 2013 - Present
U.S. Bank March 2013 - November 2013
The Sher Group October 2012 - March 2013
Monsanto September 2011 - December 2011
Saint Louis University August 2011 - December 2011
Kissel/E&S Associates LLC February 2009 - May 2011
Lincoln Stars, USHL September 2008 - May 2011
Skills
Data Analysis, Research, Project Management, Business Strategy, Business Analysis, International Business, Government Relations, Financial Analysis, Valuation, Microsoft Excel, Team Management, Management, Process Improvement
Education
Saint Louis University 2011 — 2012
Masters in Business Administration, International Business/Finance
University of Nebraska-Lincoln 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Missouri-Columbia 2005 — 2006
Chemistry
Diane Sher, CPA/PFS, CFP®, AIF® The Sher Group June 2003 - Present
Moneta Group Investment Advisors, Inc., a Registered Investment Advisor (RIA) July 1986 - May 2003
Mercantile Bancorporation September 1982 - July 1986
KPMG January 1978 - June 1982
Skills
Comprehensive,..., Fiduciary, Tax-advantaged..., Objective Investment..., Risk Management, Estate Planning, Nonprofits, Retirement Savings and..., Leadership, Public Speaking
Education
University of Missouri-Saint Louis 1975 — 1977
BGS, Accounting
Stephens College 1967 — 1971
BFA, Fashion Design
Katie Keary, CFP® BUCKINGHAM Family of Financial Services March 2014 - Present
Moneta Group February 2011 - February 2014
The Sher Group May 2008 - February 2011
Skills
Retirement Planning, Investments, Wealth Management, Strategic Financial..., Retirement, Financial Analysis, Insurance, Marketing, Asset Management, Microsoft Excel, Portfolio Management, Estate Planning, Investment Advisory, Investment Strategies
Education
University of Missouri-Columbia 2003 — 2008
Bachelor of Science (B.S.), Personal Financial Planning
Starr Johnson Delmar Financial Company May 2013 - Present
American Equity Mortgage January 2013 - May 2013
The Sher Group November 2007 - December 2011
Hometown Equity Mortgage November 2005 - November 2007
Bank Star Mortgage February 2005 - October 2005
Mortgage Concepts October 2003 - February 2005
Investors Title Company 2003 - 2003
Bank of America 2001 - 2002
Waylon Ad 1999 - 2001
Skills
Mortgage Processing, FHA, Mortgage Lending, Loans, Residential Mortgages, FHA financing, FHA Connection, Microsoft Excel, Microsoft Office, Microsoft Word, Desktop Originator, Desktop Underwriter, Loan Prospector, Calyx Point, Encompass LOS, NetOxygen LOS, Morvision LOS, ACT!, Administrative Office..., Insurance, PowerPoint, Microsoft Powerpoint, Microsoft Outlook, Social Networking, Loan Servicing, Writing, Customer Service, Filemaker Pro, Scheduling Management, Business Correspondence, Meeting Planning, Travel Arrangements, Multi-line Phone, Client Relationship..., Sales Support, Teamwork, Confidentiality, Proofreading, Internet, Schwab Portfolio Center, Raisers Edge, Paint.NET, Microsoft FrontPage, Phone Screening, Microsoft Access, Digital Imaging, Photo Editing, Fax, Shipping, Mail
Education
National Louis University 1999 — 2001
Bachelors Degree, Management
Patricia Stevens College 1998 — 1999
Diploma, Administrative Assistant Program
Donna Lovelace FM Global October 2014 - Present
Bed Bath & Beyond August 2010 - July 2013
The Sher Group June 2012 - June 2013
Robert Half Finance & Accounting January 2012 - June 2012
UBS Financial Services May 2009 - January 2012
Morgan Stanley Smith Barney March 2007 - May 2009
Cejka Search November 2001 - March 2007
IDT February 1999 - August 2001
Skills
Microsoft Office, Excel, Word, PowerPoint, Dictaphone, Switchboard, Outlook, Microsoft Excel, Microsoft Word, Data Entry, Access, Public Speaking
Education
De Anza College
The Sher Group November 2013 - Present
Total Quality Logistics February 2013 - September 2013
Mediacom Inc. July 2012 - February 2013
Gap Inc./Gap October 2010 - July 2012
Skills
Account Management, Digital Media, Telecommunications, Sales, Direct Sales, Marketing, Integrated Marketing, Call Centers, B2B, Social Media Marketing, Competitive Analysis, Customer Retention
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Business Administration and Management, General
Kavaliro March 2015 - Present
Ameren March 2015 - Present
The Judge Group September 2010 - March 2015
Citi September 2010 - December 2014
The Sher Group January 2011 - January 2011
The Sher Group June 2010 - August 2010
MEMC Electronic Materials June 2009 - March 2010
The Sher Group January 2010 - February 2010
The Sher Group June 2008 - April 2009
Skills
Excel, Databases, Analysis, Microsoft Office, Testing, Problem Solving, Access, Business Analysis, Data Analysis, Management, Leadership, Project Management, Research, Time Management, Process Improvement, Project Planning, Team Building, Microsoft Excel
Education
Prairie View A&M University 1996 — 2000
BBA, Finance