Weston Financial Group

Description

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

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Weston Financial Group Employees

Employee
Years
Job
Industry
Carrie (Bailey) Almon Carrie (Bailey) Almon East Greenwich, Rhode Island Details
Carrie (Bailey) Almon's Weston Financial Group Experience January 1995 - June 1997
Job Director of Corporate Finance at Corvias Group
Industry Real Estate
Experience
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

Martha Millican Martha Millican Greater Boston Area Details
Martha Millican's Weston Financial Group Experience January 1987 - November 1987
Job Director of Client Service at Saltonstall & Co. LLP
Industry Financial Services
Experience
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

Israel Guitian, Jr.-CFP® Israel Guitian, Jr.-CFP® Fort Lauderdale, Florida Details
Israel Guitian, Jr.-CFP®'s Weston Financial Group Experience March 1991 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Guitian Wealth Management & Weston Financial Group
Industry Financial Services
Experience
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

Drew Bottaro Drew Bottaro Greater Boston Area Details
Drew Bottaro's Weston Financial Group Experience 1986 - 1989
Job Senior Finance Counselor at Weston Financial; Adjunct Assistant Professor at Bentley University
Industry Financial Services
Experience
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

Philip Toffel Philip Toffel Saratoga Springs, New York Details
Philip Toffel's Weston Financial Group Experience August 1995 - January 2004
Job Founder & Business Owner Coach Sage Hill
Industry Financial Services
Experience
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

Brian Fisher Brian Fisher Greater Boston Area Details
Brian Fisher's Weston Financial Group Experience March 2000 - May 2000
Job Experienced Legal Professional
Industry Legal Services
Experience
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

Veronica Osorio Veronica Osorio Miami/Fort Lauderdale Area Details
Veronica Osorio's Weston Financial Group Experience March 2012 - Present
Job Insurance Sales Personal and Commercial Lines
Industry Insurance
Experience
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

Austin Poirier Austin Poirier Waltham, Massachusetts Details
Austin Poirier's Weston Financial Group Experience December 2003 - July 2006
Job Senior Investment Advisor at Ballentine Partners, LLC
Industry Investment Management
Experience
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

Nancy Schiavone, MPA Nancy Schiavone, MPA Greater Boston Area Details
Nancy Schiavone, MPA's Weston Financial Group Experience 1986 - 1990
Job Director of Development at United Teen Equality Center (UTEC)
Industry Nonprofit Organization Management
Experience
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 Taugher Rita Taugher Greater Boston Area Details
Rita Taugher's Weston Financial Group Experience 1987 - 1990
Job Independent Accounting Professional
Industry Accounting
Experience
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

AnnMarie Roy AnnMarie Roy Greater Boston Area Details
AnnMarie Roy's Weston Financial Group Experience 1990 - 1993
Job Global Marketing Program Manager at Tyco Fire Protection Products
Industry Marketing and Advertising
Experience
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

Charmaine Lobo Charmaine Lobo Greater New York City Area Details
Charmaine Lobo's Weston Financial Group Experience 2003 - 2005
Job Vice President at Mizuho Financial Group
Industry Financial Services
Experience
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

Joseph Errich Joseph Errich Baltimore, Maryland Area Details
Joseph Errich's Weston Financial Group Experience 1986 - 1988
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
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

Mali MacConnell Mali MacConnell New York, New York Details
Mali MacConnell's Weston Financial Group Experience February 2011 - May 2011
Job Marketing Assistant at CBRE
Industry Performing Arts
Experience
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