TSG Financial, LLC

Industry: Insurance company

Description

Founded: 1985 Parent organization: RSC Insurance Brokerage, Inc.

TSG Financial, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at TSG Financial, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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TSG Financial, LLC Employees

Employee
Years
Job
Industry
Patricia Hall, MBA Patricia Hall, MBA Greater New York City Area Details
Patricia Hall, MBA's TSG Financial, LLC Experience February 2012 - Present
Job Registered Principal at The Signature Group of Companies
Industry Financial Services
Experience
TSG Financial, LLC   February 2012 - Present
The Signature Group of Companies  June 2003 - Present
The Signature Group of Companies  June 2008 - February 2012
The Signature Group of Companies  June 2002 - November 2004

Skills
Customer Satisfaction, Highly detail oriented, Microsoft Applications, Employee Benefits, Management, Microsoft Excel, Mutual Funds, PowerPoint, Financial Analysis, Equities, Microsoft Word, Policy, Finance, Financial Modeling, Trading, Accounting, Analysis, Financial Services, Bloomberg Terminal, Insurance

Education
New York Institute of Technology   2007 — 2010
Masters of Business Administration, Finance

New York Institute of Technology-Old Westbury   1997 — 2002
MBA, Management Information Systems

Adam Wheeler Adam Wheeler Fayetteville, Arkansas Area Details
Adam Wheeler's TSG Financial, LLC Experience March 2014 - Present
Job Partner at TSG Financial, LLC
Industry Insurance
Experience
TSG Financial, LLC   March 2014 - Present
New York Life Insurance Company  January 2009 - Present
Yard Guard, LLC   March 2006 - December 2008
Spainhower Construction   September 2005 - March 2006
Montana Tractor Co.   October 2004 - September 2005

Skills
Investments, Small Business, Life Insurance, Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Financial Services, Long-term Care, Disability Insurance, Estate Planning, Insurance, 401k, Mutual Funds, IRAs, Health Insurance

Education
University of Arkansas at Fayetteville   2000 — 2004
Bachelor's degree, Finance

Raheid Gathers Raheid Gathers Greater New York City Area Details
Raheid Gathers's TSG Financial, LLC Experience February 2008 - May 2008
Job Research Analyst at 1199 SEIU
Industry Accounting
Experience
1199 SEIU  September 2013 - Present
K-Mart  November 2012 - September 2013
American Medical and Life Insurance Co   June 2010 - May 2012
TSG Financial Mgmt LLC   January 2009 - November 2009
Integrated Merchandising Systems  May 2008 - December 2008
TSG Financial LLC  February 2008 - May 2008
DS Waters of America, Inc  December 2007 - February 2008
First American Title Insurance  September 2001 - September 2007

Skills
Accounts Payable, Accounts Receivable, General Ledger, Reconciliation, Invoicing, Account Reconciliation, Ledger, Journal Entries, Spreadsheets, Cash Flow, Administrative Support, Expenses, Reconciliations, Financial Reporting, Microsoft Office, Access, Great Plains, Bookkeeping, AS 400, Datafaction, Small Projects, Accounting, Bank Reconciliation, Finance, Administrative..., Great Plains Software, Analysis, Outlook, Budgets

Education
ITT Technical Institute   2011 — 2013
Associate of Arts and Sciences (AAS), Business Accounting Technology

State University of New York at Buffalo   1998 — 2000

Bryan Pendrick CFP®, CLU Bryan Pendrick CFP®, CLU Greater New York City Area Details
Bryan Pendrick CFP®, CLU's TSG Financial, LLC Experience January 2006 - Present
Job Partner at TSG Financial, LLC
Industry Insurance
Experience
TSG Financial, LLC   January 2006 - Present
Pendrick Financial Group   January 1999 - December 2005

Skills
Insurance, Life Insurance, Employee Benefits

Education
University of Florida   1992 — 1997
BS, Finance and Management

Paul Essner, CFP®, CLU ChFC Paul Essner, CFP®, CLU ChFC Greater New York City Area Details
Paul Essner, CFP®, CLU ChFC's TSG Financial, LLC Experience May 2003 - Present
Job Partner at TSG Financial, LLC
Industry Insurance
Experience
TSG Financial, LLC   May 2003 - Present

Skills
CFP, CLU, ChFC, Employee Benefits, Insurance, Health Care, Certified Financial..., Union Relations, Pensions, Healthcare, Managed Care

Education
SUNY Albany   1982 — 1986
BS Economics, Economics, Business and Computer Science

Shamir Howes Shamir Howes United States Details
Shamir Howes's TSG Financial, LLC Experience July 2005 - January 2008
Job Professional
Industry
Experience
The H.W.P. Group   January 2008 - March 2008
TSG Financial LLC  July 2005 - January 2008
TSG Financial LLC  July 2005 - January 2008
The Bank of N.T. Butterfield   May 2005 - January 2006

Education
STRAYER UNIVERSITY   2008 — 2009
Masters degree, Business Administration; Finance

Clark Atlanta University   2002 — 2005
Bachelor of Arts degree, Business Administration

Bermuda College   1999 — 2002
Associate of Arts degree, Business Administration

Phil Fierro Phil Fierro Greater New York City Area Details
Phil Fierro's TSG Financial, LLC Experience June 2014 - Present
Job Insurance Advisor
Industry Insurance
Experience
TSG Financial, LLC   June 2014 - Present
Fierro Consulting Inc   March 2013 - Present
Gargan Benefits Solutions   April 2004 - February 2013
United Healthcare  April 2002 - March 2004
The Kooper Group   March 2000 - March 2003

Skills
Sales, Health Insurance, Insurance, Employee Benefits, Life Insurance, Health Savings Accounts, Disability Insurance, Account Management, Brokers, Property and Casualty..., Consulting, Long Term Care Insurance, 401k, Medicare, AARP, Homeowners, Auto, Estate Planning, Commercial Insurance, Management, Term Life Insurance, Building Relationships, Strategic Planning, Customer Service, Workers Compensation, Long-term Care, Property & Casualty...

Education
University of Massachusetts, Amherst   1992 — 1996
BA, Social and Behavioral Sciences

Richard R. Specht Richard R. Specht Greater New York City Area Details
Richard R. Specht's TSG Financial, LLC Experience May 2003 - Present
Job Manager of Individual Client Services and Pension Adminsitration at The Signature Group of Companies
Industry Financial Services
Experience
TSG Financial, LLC   May 2003 - Present
Financial Design Concepts   January 1999 - May 2003
New England Financial  June 1996 - January 1999

Skills
401k, Healthcare, Series 6, Life Insurance, Pensions, Retirement, IRAs, Casualty, Microsoft Office, Retirement Planning

Education
Florida Institute of Technology   1988 — 1992
BS, Aviation Management/Flight Technology

Phylis Buchwald Phylis Buchwald Greater New York City Area Details
Phylis Buchwald's TSG Financial, LLC Experience 2003 - April 2014
Job Chief Administrative Officer at The Signature B&B Companies
Industry Insurance
Experience
The Signature Group of Companies  December 1977 - September 2014
TSG Financial, LLC   2003 - April 2014

Skills
Property & Casualty..., Underwriting, Insurance, Commercial Insurance, Professional Liability, Casualty, Employee Benefits, Life Insurance, Risk Management

Education
Hofstra University   1967 — 1970
BBA, Accounting

Selver Hamzic Selver Hamzic United States Details
Selver Hamzic's TSG Financial, LLC Experience April 2015 - Present
Job Account Manager at TSG Financial, LLC
Industry Media Production
Experience
TSG Financial, LLC   April 2015 - Present
Aetna  April 2012 - April 2015
Bankers Life and Casualty  August 2010 - February 2011
WRHU  January 2010 - August 2010
WRHU  September 2009 - August 2010
Wild by Nature Market   June 2008 - July 2008
Hofstra University Special Collections   October 2006 - August 2007
Hofstra University Special Collections   October 2006 - August 2007
Pritchard Industries   June 2006 - August 2006
Pritchard Industries   June 2006 - August 2006

Skills
Microsoft Office, Public Speaking, Bilingual Communications, HIPAA, Employee Benefits, Benefits Administration, Teamwork, Typing, Medicare, CMS

Education
Hofstra University   2006 — 2010
Communication, Audio Radio

Hofstra University   2006 — 2010
BA, Audio Radio; creative writing, 3.0

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