Westminster Financial
Address: 226 Maple Ave W, Vienna, VA 22180 Phone: (703) 242-1231: Place name: Category: Website: : Hours: : : : : 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. Add website 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 Westminster Financial Posting publicly on the Web Write a review Reviews Be the first to review
Westminster Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Westminster Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Westminster Financial Employees
Morgan Stanley April 2014 - Present
Westminster Financial June 2011 - April 2014
Education
Saint John Fisher College 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance and Marketing
Westminster Financial August 2007 - Present
Small Business Council 2012 - 2014
Small Business Council 2012 - 2014
Oak Hill Country Club May 2003 - May 2007
Skills
Cash Flow, Asset Management, Investments, Retirement Planning, Wealth Management, Financial Planning, Budgeting, Fixed Income, Retirement, Securities, Finance, Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Alternative Investments, Series 7, Mutual Funds, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Certified Financial..., Wealth, Personal Finance, IRAs, Wealth Management..., Financial Planners, 401k Rollovers, High Net Worth..., Long Term Care Insurance, Term Life Insurance, Trusts, Estate Tax Planning, ETFs, Wealth Accumulation, Variable Annuities, Bonds, Personal Financial..., Wealth Preservation..., Income Protection, Trust Services
Education
St. John Fisher College 2003 — 2007
Bachelor, Corporate Finance
Auburn High 1999 — 2003
BofI Federal Bank March 2013 - Present
Guild Mortgage December 2011 - Present
REMi Financial August 2007 - Present
Plaza Home Mortgage August 2009 - December 2011
REMi Investments December 2007 - July 2009
Westminster Financial April 2006 - August 2007
MORTGAGE SOLUTIONS MANAGEMENT January 2006 - April 2006
BANKERSWEST FUNDING August 2004 - January 2006
CAL COAST MORTGAGE May 2002 - August 2004
Flagstar Bank April 2001 - May 2002
Skills
Mortgage Lending, Mortgage Banking, Reverse Mortgages, Loans, VA loans, FHA, Refinance, Loan Origination, Investment Properties, Loan Servicing, Underwriting
Education
San Diego State University-California State University
Westminster Consulting, LLC February 2012 - Present
Westminster Financial February 2003 - February 2012
Prudential Securities May 1994 - December 2002
Shearson Lehman Brothers March 1986 - May 1994
Skills
401k, Investment Advisory, Pensions, ERISA, Fiduciary Consulting
Education
Boston College 1975 — 1977
Bachelor of Arts (B.A.), Theology/Theological Studies
Cardinal Mooney High School 1968 — 1972
INTURN December 2014 - Present
Stupid Ventures December 2008 - Present
Kikin, Inc August 2009 - September 2014
IAC Consumer Applications and Portals 2005 - August 2009
Mindspark Interactive Network, Inc. 2005 - August 2009
Westminster Financial 2004 - 2007
Education
Rochester Institute of Technology 2001 — 2005
IT
Rapid Ratings International October 2014 - Present
Rapid Ratings International October 2013 - October 2014
StoneCastle Partners November 2011 - April 2013
AXA Equitable June 2011 - September 2011
Westminster Financial June 2010 - May 2011
Education
Bentley University 2007 — 2010
Bachelor of Science, Finance
Human Technologies Corporation October 2013 - Present
J. Kozel & Son, Inc. August 2011 - October 2013
J. Kozel & Son, Inc. October 2009 - August 2011
National Kidney Foundation of Upstate New York January 2008 - May 2008
Campus Scheduling and Special Events September 2005 - May 2008
Westminster Financial August 2007 - December 2007
Pamela York Klainer Center for Women and Business August 2006 - May 2007
Skills
Customer Service, Interpersonal Skill, Management, Event Planning, Accounts Receivable, Collections, Human Resources, Safety, Leadership, Event Management, Communication
Education
State University of New York College at Geneseo 2004 — 2008
B.S.
Lewfin Partners January 2012 - Present
Dartmouth College November 2006 - March 2013
Westminster Financial October 2004 - December 2011
Morgan Stanley July 2000 - October 2004
Skills
Investments, Portfolio Management, Equities, Finance, Financial Analysis, Asset Management, Mutual Funds, Fixed Income, Alternative Investments, Financial Services
Education
Middlebury College
GHS
Countywide Realty Corp. June 2005 - Present
Westminster Financial May 2004 - April 2005
U.S. Navy September 1989 - August 1999
Skills
Property, Appraisals, Real Estate, REO, Residential Homes, Investment Properties, Foreclosures, Commercial Real Estate, Investors, Real Property, Short Sales, First Time Home Buyers, Mortgage Lending, HUD, Single Family Homes, FHA, Sellers, Refinance, Real Estate Economics, Valuation, Condos, Loan Origination, Investments, Listings, Loans, SFR, Property Management, Buyers, Real Estate Transactions, Selling, Buyer Representation, Move Up Buyers, Mortgage Banking, Real Estate Financing, Broker Price Opinion, New Home Sales, Loss Mitigation, 1031 Exchanges, Real Estate Development, Brokerage, Bankruptcy Appraisals, IRS Appraisals, Estate Appraisals, Desktop..., Land Valuations, Reconciled Market..., Statistical Data..., Microsoft Excel, Statistical Modeling, Statistical Regression...
Education
University of California, San Diego 1999 — 2002
BA, Economics
Vanteon May 2003 - October 2013
Westminster Financial January 2003 - May 2003
Education
State University of New York College at Oswego 1999 — 2003
B.S. Business Administration, Minor in Economics, Concentration in Finance
Wynn L. Bowman, Esq., Attorney at Law December 2012 - Present
Westminster Financial October 2012 - Present
ChamberlainD'Amanda September 2008 - August 2012
Skills
Due Diligence, Tax, Litigation, Securities, Finance, Legal Research, Wealth, Corporate Law, Legal Writing, Estate Planning, Trusts, Corporate Governance, Legal Advice, Courts, Alternative Dispute..., Retirement, Strategic Financial..., Estate Law, Financial Planners, Wills, Financial Planning
Education
SUNY at Buffalo School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Flagler College 1994 — 1995
Bachelor of Science (BS), Business/Economics