Weston Financial Group
Located in: Wellesley Office ParkAddress: 100 William St, Wellesley, MA 02481 Phone: (781) 235-7055Category: : Place name: Website: : Hours: : : : : Website: https://www.washtrustwealth.com/Weston-Financial 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 question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Weston Financial Group Inc Posting publicly on the Web Write a review Reviews Be the first to review
Weston Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Weston Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Weston Financial Group Employees
Corvias Group May 2013 - Present
Hasbro, Inc. February 2008 - April 2013
Hasbro October 2003 - February 2008
APC by Schneider Electric June 1997 - October 2003
Weston Financial Group January 1995 - June 1997
Skills
Forecasting, Financial Analysis, SAP, Financial Reporting, Process Improvement, Accounting, Budgets, Financial Modeling, Variance Analysis, Cross-functional Team..., Sarbanes-Oxley, Internal Controls, Auditing, Accounts Payable, General Ledger, Accounts Receivable, Strategic Financial..., Financial Accounting, Data Analysis, Corporate Finance, Leadership, US GAAP, Finance, Cash Flow, Cash Management, Cash Flow Forecasting, Financial Forecasting, Financial Planning, Sarbanes-Oxley Act
Education
Bentley University 1997 — 1999
Masters, Taxation
Florida State University - College of Business 1990 — 1993
Bachelor of Science, Accounting
West Orange High School 1987 — 1990
Saltonstall & Co. LLP October 2011 - Present
Wellington Management Company November 1987 - December 2010
Atlantic Investment Advisors 1990 - 1998
Weston Financial Group January 1987 - November 1987
Lexington Savings Bank January 1986 - January 1987
Mintz Levin 1984 - 1985
Skills
Solution Design, Salary Negotiation, Investments, Client Service, Portfolio Management, Recruiting, Business Continuity..., Equities, Hedge Funds, Relationship Management, Trading, Project Management, Employee Benefits, Wealth Management, Trading Systems, Financial Services, Asset Management, Managerial Skills, Fixed Income
Education
Hobart and William Smith Colleges 1982 — 1986
BA, Sociology and Women's Studies
Winchester High School
Guitian Wealth Management March 1991 - Present
Weston Financial Group March 1991 - Present
Skills
Corporate Finance, Portfolio Management, Financial Modeling, Investments, Securities, Strategic Financial..., Financial Services, Retirement Planning, Financial Advisory, Finance, Mutual Funds, Employee Benefits, FINRA, Retirement, Risk Management, Alternative Investments, Insurance, Estate Planning, Investment Strategies, Wealth Management, Asset Management, Mergers & Acquisitions, Personal Finance, Financial Planners, Series 7, Investment Advisory, Asset Allocation, Financial Analysis, Financial Planning
Education
University of Miami 1982 — 1984
Bachelor of Business Administration (B.B.A.), Finance
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
Sage Hill Advisory and Management LLC March 2006 - Present
Goldman Sachs Asset Management January 2004 - January 2006
Weston Financial Group August 1995 - January 2004
Toffel Consulting January 1992 - July 1995
The Ayco Company, L.P. January 1990 - January 1992
Toffel Enterprises September 1983 - December 1990
The Ayco Company, L.P. January 1975 - August 1983
Skills
Investments, Estate Planning, Insurance, Wealth Management, Strategy, Risk Management, Tax, Portfolio Management, Finance, Financial Advisory, Small Business, Management, Wealth, Entrepreneurship, Mergers & Acquisitions, Executive Management, Retirement Planning
Education
Albany Law School of Union University 1974 — 1977
J.D., Tax Law/Taxation
Siena College 1968 — 1972
BBA, Accounting
Actively Seeking Employment April 2014 - Present
Connolly, Geaney, Ablitt & Willard P.C. July 2012 - April 2014
Kelly Law Registry July 2008 - May 2012
Regulatory Compliance LLC July 2007 - February 2008
John Hancock Financial Network, Inc September 2004 - July 2007
New England Financial / MetLife May 2000 - April 2004
Weston Financial Group March 2000 - May 2000
New England Bankcard Association June 1999 - January 2000
Automated Business Development March 1997 - August 1998
Putnam Investments, Inc November 1993 - March 1997
Skills
Corporate Law, Legal Research, Securities, Legal Writing, Mutual Funds, Insurance, FINRA, Licensing, Due Diligence, AML, Contract Negotiation, Document Review, Litigation, Management, Securities Regulation, Legal Compliance, Westlaw, Corporate Governance, Estate Planning, Legal Assistance, Arbitration, Software Documentation, Bankruptcy, Proofreading, SEC, Employment Law, Mergers & Acquisitions, Intellectual Property, Mediation, Commercial Litigation, Privacy Law, Civil Litigation, Notary Public, Trials, FCPA, Insurance Law, Dispute Resolution, Fraud, Personal Injury, Compliance, Financial Services, Investments, Legal Issues, Courts, Family Law, Patent Litigation, SEC reporting, PACER, SCRA, HUD
Education
Northeastern University 1993 — 1995
Certificate, Paralegal Professional Program
Charter Oak State College 1988 — 1990
Associate Degree, Business
Malden Catholic High School 1974 — 1978
HS Diploma, College Prep
Endicott College
Liberal Studies
Weston Financial Group March 2012 - Present
Weston Financial Group, Inc September 2001 - October 2011
La Universal S.A. (Chocolate Factory) April 2000 - March 2001
BANCO DEL PACIFICO, S.A. January 1994 - March 2000
Skills
Customer Service, Insurance, Microsoft Office
Education
Universidad Particular de Especialides 'Espíritu Santo' 1999 — 2000
Licenciada en Informatica
Tecnologico Espiritu Santo 1990 — 1992
Tecnico Superior en Analisis de Sistemas
Ballentine Partners, LLC July 2006 - Present
Weston Financial Group December 2003 - July 2006
Skills
Investments, Wealth Management, Alternative Investments, Asset Management, Financial Advisory, Finance, Asset Allocation, Hedge Funds, Portfolio Management, Equities, Investment Strategies
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MS Financial Planning
Bentley University 2001 — 2003
BS Management
United Teen Equality Center (UTEC) August 2013 - Present
Alzheimer's Association June 2010 - November 2012
Indian Hill Music June 2001 - June 2005
Financial Strategies 1990 - 2000
Weston Financial Group 1986 - 1990
Rhode Island Hospital Trust 1985 - 1986
Skills
Fundraising, Nonprofit management, Community Organizing, Community Outreach, Volunteer Management, Grant Writing, Program Development, Event Planning, Public Speaking, Public Relations, Philanthropy, Community Development, Media Relations, Event Management, Non-profits, Board Development, Public Policy, Non-profit..., Annual Giving, Grants, Political Campaigns, Program Evaluation, Policy Analysis
Education
Suffolk University 2008 — 2012
Master of Public Administration (M.P.A.), Public Administration, 3.98
Assumption College 1981 — 1985
Bachelor of Arts (BA), Foreign Affairs
Rita A. Taugher, CPA 2000 - Present
Sanders, Walsh & Eaton, Chatham, MA 1995 - 2000
Ernst & Young 1990 - 1994
Weston Financial Group 1987 - 1990
Skills
Individual Income tax..., Trust income tax..., Financial Planners, Cash Flow, Small Business, Finance, Income Tax, CPA
Education
Bentley College, Waltham, MA 1988 — 1992
Master of Science, Taxation
College of the Holy Cross 1979 — 1983
Economics/Accounting
Tyco Fire Protection Products November 2014 - Present
SimplexGrinnell May 1998 - November 2014
LB Evans 1993 - 1998
Weston Financial Group 1990 - 1993
Skills
Team Building, Internal Communications, Marketing Communications, Corporate Communications, Sales, CRM, Team Leadership, Direct Marketing, Marketing Strategy, Media Relations, Strategy, Strategic Planning, Business Development, Strategic Communications, Event Management, Product Development, Account Management, Public Relations, Corporate Branding, Program Management, Cross-functional Team..., Leadership, Event Planning, Salesforce.com, Marketing, B2B, Proposal Writing, Social Media, New Business Development, Sales Management, Product Marketing, Social Media Marketing, Online Marketing, Brand Development, Copywriting, Project Management, Customer Service, Email Marketing, Competitive Analysis, Lead Generation, Management, Budgets, Microsoft Office, Marketing Management, Contract Negotiation, Direct Sales, Project Planning, Newsletters, Product Management, Digital Marketing
Education
Fitchburg State University 1978 — 1982
Fitchburg State University
English Education
Mizuho Financial Group March 2007 - Present
Moodys Investor Services September 2005 - March 2007
Weston Financial Group 2003 - 2005
Merrill Lynch 1998 - 2002
Citi 1996 - 1998
Education
Marymount Manhattan College
Business Management - Finance & Investments
St. Agnes
Bachelor's, Economics
Weston Financial Group 1986 - 1988
Serono Laboratories 1982 - 1984
Ecolotrol, Inc. 1971 - 1973
AT&T/New York Telephone 1969 - 1971
Education
Fordham University 1965 — 1969
BS, Psychology
Xavier High School, NYC, NY, USA 1961 — 1965
NYC Marketing AssistantCBRENovember 2014 - April 2015
The Museum of Modern Art November 2012 - April 2014
Kazarian, Spencer, Ruskin & Associates February 2012 - September 2012
Carol Hanzel Casting June 2011 - December 2011
Weston Financial Group February 2011 - May 2011
TripAdvisor August 2010 - November 2010
Skills
Social Media, Social Networking, Facebook, Blogging, Microsoft Office, Public Speaking, Social Media Marketing, Customer Service, Microsoft Word, Email Marketing, Writing, Copy Editing, Entertainment, Editing, Microsoft Excel, Performing Arts, Theatre, Creative Writing
Education
Northeastern University 2006 — 2010
Bachelor of Arts (BA), Theatre/Theater