Wellington Financial

Description

Address: 1706 Emmet St N # 2, Charlottesville, VA 22901 Phone: (434) 295-2033: : Place name: : : : Category: Website: Hours: : Website: http://www.wellington-financial.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 Wellington Financial Corporation Posting publicly on the Web Write a review Reviews Be the first to review

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Wellington Financial Employees

Employee
Years
Job
Industry
Margaret Bohannon-Kaplan Margaret Bohannon-Kaplan Carmel, California Details
Margaret Bohannon-Kaplan's Wellington Financial Experience June 1982 - Present
Job Owner and Managing Editor at Wellington Publications
Industry Nonprofit Organization Management
Experience
Harry Singer Foundation   March 1987 - Present
Wellington Publications   March 1984 - Present
Wellington Publications   February 1983 - Present
Wellington Financial   June 1982 - Present
Property Construction-Renovation-Maintenance   1962 - 2013

Skills
Non-profits, Public Speaking, Public Policy, Nonprofits, Program Management, Social Media, Publishing, Public Relations, Event Planning, Fundraising, Research, Social Media Marketing, Editing, Strategic Communications, Press Releases, Blogging, Media Relations, Newsletters

Education
U.C. Berkeley   1958 — 1960
Bachelor's degree, philosophy

Smith College   1955 — 1957

Margaret Hall   1953 — 1955

Lauren Gannon Lauren Gannon Boston, Massachusetts Details
Lauren Gannon's Wellington Financial Experience 2010 - 2011
Job International Account Manager at Carotrans International
Industry Logistics and Supply Chain
Experience
Carotrans International  April 2013 - Present
Carotrans International  April 2011 - Present
Wellington Financial   2010 - 2011

Skills
Ocean, Ocean Freight, Freight Forwarding, Freight, International Logistics, Transportation, Shipping, Container, Outside Sales, Sales, Account Management, Customer Service, Import/Export Operations, Transportation..., Customs Regulations, Logistics, Logistics Management

Education
Boston Latin School

University of Massachusetts Boston

brad horton brad horton Greater Boston Area Details
brad horton's Wellington Financial Experience December 2004 - May 2006
Job Technical support engineer Mimecast
Industry Information Technology and Services
Experience
Mimecast  October 2014 - Present
Alexander Technology Group  June 2014 - October 2014
sagenetworks   November 2012 - April 2014
FedEx Services  January 2012 - November 2012
The Centech Group  January 2008 - February 2011
First Insurance Company of Hawaii  August 2006 - November 2007
Ajilon Solutions  December 2004 - May 2006
Wellington Financial   December 2004 - May 2006
surfcontrol  December 2000 - October 2004
cynosure  August 1990 - October 1995

Skills
Windows, McAfee, Microsoft SQL Server, Microsoft Office, Software, Security, Network Security, Networking, Cloud Computing, Norton Ghost, Antivirus, Blackberry, A+ Certified, IT Service Management, Help Desk Support, Servers, Technical Support

Education
Computer Learning Center, Somerville Ma   1996 — 1997
Certificate, Introduction to Programming

Boston University   1995 — 1996
certificate, pc business applications

Emma Fisher Emma Fisher New York, New York Details
Emma Fisher's Wellington Financial Experience June 2012 - June 2013
Job MBA Candidate, NYU Stern School of Business
Industry Retail
Experience
NYU Stern School of Business  July 2013 - Present
Barneys New York  September 2014 - December 2014
Nordstrom  June 2014 - August 2014
Kiehl's Since 1851  September 2013 - December 2013
Wellington Financial   June 2012 - June 2013
Wellington Financial   April 2009 - June 2012
Export Development Canada  January 2007 - March 2009

Skills
Business Development, Retail, Financial Modeling, International Business

Education
New York University - Leonard N. Stern School of Business   2013 — 2015
Master of Business Administration (MBA)

Carleton University   2002 — 2007
Bachelor of International Business, International Business

Ash Vaidya Ash Vaidya San Francisco Bay Area Details
Ash Vaidya's Wellington Financial Experience November 2013 - May 2014
Job
Industry Venture Capital & Private Equity
Experience
Wellington Financial LP   September 2015 - Present
Tribe Dynamics  June 2013 - Present
Hercules Technology Growth Capital  July 2014 - August 2015
Wellington Financial   November 2013 - May 2014
TriplePoint Capital  March 2010 - May 2013
J.P. Morgan Securities, Inc.   June 2007 - March 2010
Big Red Ventures   May 2006 - May 2007
eWebUniversity   May 1999 - July 2005
Merrill Lynch  1998 - 1998

Skills
Mergers, Investment Banking, Deal Execution, Corporate Finance, Venture Capital, Software-as-a-Service, Venture Investing, Due Diligence, Financial Analysis, SaaS, Mergers & Acquisitions, Corporate Development, IPO, LBO, Valuation, Portfolio Management, Entrepreneurship, Investments, Finance, Equities, Private Equity, Acquisition Integration, LinkedIn, Strategy, Capital Markets, DCF, Financial Modeling, Emerging Markets, Business Valuation, M&A experience, Private Placements, Acquisitions, Executive Management, Start-ups, Leveraged Finance, Financial Services, Financial Structuring, Equity Research, Alternative Investments, Venture Debt, Business Development

Education
Cornell University - S.C. Johnson Graduate School of Management   2005 — 2007
MBA, Entrepreneurship, Finance

Cornell University   1995 — 1999
Bachelors, Computer Science and Economics

Pinewood School   1991 — 1995
High School

Vikram Gupta Vikram Gupta San Francisco Bay Area Details
Vikram Gupta's Wellington Financial Experience April 2013 - September 2014
Job Cofounder at Stealth
Industry Venture Capital & Private Equity
Experience
Stealth  September 2014 - Present
MuckerLab  October 2012 - Present
NeuroSave   November 2011 - Present
Scripted.com  November 2011 - April 2015
Wallaby Financial, Inc. (acquired by Bankrate  
 
Wellington Financial   April 2013 - September 2014
Victrio (acquired by Verint  
 
Western Technology Investment  November 2010 - March 2013

Skills
Venture Capital, Private Equity, Leveraged Finance, High Yield, Investments, Business Development, Venture Debt

Education
University of California, Berkeley
B.A., Quantitative Economics

Jason Nardari Jason Nardari Toronto, Canada Area Details
Jason Nardari's Wellington Financial Experience December 2003 - Present
Job VicePresident at Wellington Financial
Industry Investment Banking
Experience
Wellington Financial   December 2003 - Present
Yorkton Securities  July 2001 - September 2002

Skills
Venture Capital, Investment Banking

Education
Queen's University   2004 — 2005
MPA

Queen's University   1997 — 2001
B.Com

Hal Greer Hal Greer Washington D.C. Metro Area Details
Hal Greer's Wellington Financial Experience 2004 - Present
Job Pension Consultant at Wellington Financial
Industry Financial Services
Experience
Wellington Financial   2004 - Present

Skills
Retirement Plan..., 401k, Investments, Retirement Planning, Pensions, Profit Sharing, 401k Rollovers, Defined Contribution, Wealth Management, Qualified Retirement..., Pension Administration

Education
University of Maryland College Park   1989 — 1990
Bachelor of Science, Management Information Systems, General

Dana Wellington Dana Wellington San Francisco Bay Area Details
Dana Wellington's Wellington Financial Experience July 2007 - May 2013
Job Membership Chair at Alamo Rotary Club
Industry Real Estate
Experience
Alamo Rotary Club   January 2015 - Present
J Rockcliff Realtors  August 2010 - Present
Women's Council of Realtors, Contra Costa Chapter, California   January 2010 - Present
San Francisco Bay Area Real Estate Broker, General Contractor, Consultant and Industry Leader   July 1988 - Present
Wellington Financial   July 2007 - May 2013
North Point Group   August 2006 - August 2009

Skills
Short Sales, Investment Properties, Real Estate, e-PRO, REO, New Home Sales, Referrals, Home Staging, Single Family Homes, Sellers, Relocation, Foreclosures, First Time Home Buyers, Property, New Homes, Investors, Residential Homes, Buyer Representation, SFR, AHWD, Real Property, Move Up Buyers, CDPE, Buyers, Condos, 1031 Exchanges, BPO, Listings, Real Estate Transactions, Seniors, Income Properties, Real Estate Development, Selling, Townhomes, Luxury, Vacation Homes, Business Strategy, Professional..., Marketing Strategy, Sales, Contract Negotiation, Commercial Real Estate..., Feasibility Studies, Email Marketing, Construction, Sales Management, Real Estate Economics, New Business Development, Construction Management, Strategic Planning

Education
California State University-Fullerton   1973 — 1985
Master of Arts (M.A.), History and Philosophy of Science and Technology, 3.64

California State University-Fullerton   1973 — 1975
Bachelor of Arts (BA), Psychology

California State University-Fullerton   1973 — 1974
Bachelor's degree, Sociology

Lyndsey Fisk-Calhoun Lyndsey Fisk-Calhoun Toronto, Canada Area Details
Lyndsey Fisk-Calhoun's Wellington Financial Experience March 2009 - October 2013
Job Coordinator, Corporate Communications at Sun Life Financial
Industry Venture Capital & Private Equity
Experience
Sun Life Financial  September 2014 - Present
Continental Currency Exchange   October 2013 - August 2014
Wellington Financial   March 2009 - October 2013
Grove Communications   May 2007 - March 2009
TrojanOne  May 2006 - September 2006

Skills
Public Relations, Corporate Communications, Strategic Communications, Event Planning, Marketing Communications, Media Relations, Event Management, Social Media, Press Releases, Internal Communications, Social Networking, Advertising, Copywriting, Communications Planning, Social Media Marketing, Investments, Crisis Communications, Marketing, Fundraising, Blogging, Microsoft Office, Copy Editing

Education
Ryerson University   2010 — 2012
Certificate, Public Relations

Wilfrid Laurier University   2003 — 2007
Honours, Sociology