Westminster Financial

Description

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

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Westminster Financial Employees

Employee
Years
Job
Industry
Krisha Burnett-Farrands Krisha Burnett-Farrands Rochester, New York Details
Krisha Burnett-Farrands's Westminster Financial Experience June 2011 - April 2014
Job Client Service Administrator at Morgan Stanley
Industry Financial Services
Experience
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

Richard Dougherty, CFP®, AIF® Richard Dougherty, CFP®, AIF® Rochester, New York Area Details
Richard Dougherty, CFP®, AIF®'s Westminster Financial Experience August 2007 - Present
Job Partner at Westminster Financial
Industry Investment Management
Experience
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

Jennifer Madden Jennifer Madden Greater San Diego Area Details
Jennifer Madden's Westminster Financial Experience April 2006 - August 2007
Job FVP, Underwriting & Operations Manager at BofI Federal Bank
Industry Real Estate
Experience
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

Thomas F. Zamiara Thomas F. Zamiara Rochester, New York Area Details
Thomas F. Zamiara's Westminster Financial Experience February 2003 - February 2012
Job Partner Westminster Consulting, LLC
Industry Investment Management
Experience
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

Brian Rogers Brian Rogers Greater New York City Area Details
Brian Rogers's Westminster Financial Experience 2004 - 2007
Job VP Engineering at INTURN
Industry Internet
Experience
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

Sean Nealon Sean Nealon Greater New York City Area Details
Sean Nealon's Westminster Financial Experience June 2010 - May 2011
Job Account Manager at Rapid Ratings International
Industry Financial Services
Experience
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

Leanne Allen Leanne Allen Utica, New York Area Details
Leanne Allen's Westminster Financial Experience August 2007 - December 2007
Job Assistant to the President at Human Technologies Corporation
Industry Nonprofit Organization Management
Experience
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.

Keith Lewandoski Keith Lewandoski Norwich, Vermont Details
Keith Lewandoski's Westminster Financial Experience October 2004 - December 2011
Job Investment Advisor at Lewfin Partners
Industry Financial Services
Experience
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

Richard Silvas Richard Silvas Greater San Diego Area Details
Richard Silvas's Westminster Financial Experience May 2004 - April 2005
Job CEO, Chief Appraiser, Real Estate Broker, Countywide Realty Corp.
Industry Real Estate
Experience
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

Richard Vleerick Richard Vleerick Phoenix, Arizona Area Details
Richard Vleerick's Westminster Financial Experience January 2003 - May 2003
Job QA Senior Project Lead at Vanteon
Industry Computer Software
Experience
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., AIF® Wynn L. Bowman, ESQ., AIF® Rochester, New York Area Details
Wynn L. Bowman, ESQ., AIF®'s Westminster Financial Experience October 2012 - Present
Job Attorney at Law and Financial Consultant at Westminster Financial
Industry Financial Services
Experience
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