Wood Logan Associates
Address: 1455 E Putnam Ave, Old Greenwich, CT 06870 Phone: (203) 698-0068Hours: : Category: Place name: : : : Website: : : Website: https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=103020 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 Wood Logan Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review
Wood Logan Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wood Logan Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wood Logan Associates Employees
Gail Cortese John Hancock Financial Services May 2005 - December 2013
Manulife Financial March 2001 - May 2005
Wood Logan Associates March 1999 - December 2001
Wood Logan Associates February 1996 - March 1999
Roger Engemann & Associates June 1994 - February 1996
Roger Engemann & Associates April 1990 - June 1994
Integrated Resources Equity Corp. October 1987 - January 1990
Skills
Fixed Annuities, Separately Managed..., Sales, Variable Annuities, New Business Development, Marketing, Customer Service, Business Relationship..., 529 Plans, 401k, Mutual Funds, Business Planning, Product Launch, Cross Selling, Competitive Intelligence, Negotiation, Strategy, Relationship Management, Financial Services, Wealth Management, Series 7, Investments, Retirement Planning
Education
University of Phoenix
Bachelor of Science (B.S.), Business Administration
John McGuinness Strategic Benefits Group, Inc. January 2013 - Present
John Hancock January 2012 - December 2012
Wood Logan Associates May 1998 - January 2012
Wood Logan Associates May 1998 - December 1998
Wood Logan, Associates October 1996 - May 1998
Skills
CRM, Sales Operations, Selling, Strategy, Fixed Annuities, Leadership, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Finance, Management, Marketing, Retirement, Sales, Series 6, Series 7, Variable Annuities, Retirement Planning, Insurance
Education
Fordham University 1990 — 1994
Bachelor of Arts, History and Classics
Debbie Leaman Debbie Leaman December 2004 - Present
Financial Network Investment Corporation, Member SIPC April 1999 - July 2004
MassMutual Financial Group March 1998 - April 1999
Wood-Logan Associates June 1995 - May 1996
Nathan & Lewis Securities November 1983 - November 1993
MFS Investment Management April 1981 - October 1983
Skills
Mutual Funds, Marketing, Management, Financial Advisory, Public Speaking, Sales, Newsletters, Magazines, Finance, Due Diligence, Fundraising, Event Planning, Writing, Editing, Investments, Leadership, Web Content, Sales Brochures, Developmental editing, Wealth Management
Education
Tufts University 1976 — 1980
B.A., liberal arts, magna cum laude
Douglas Ternan Lincoln Financial Group March 2004 - Present
Wood Logan Associates January 1994 - February 2004
Skills
Email Marketing, Financial Services, Marketing Communications, Market Research, Direct Marketing, Digital Marketing, Marketing, Marketing Strategy, Social Media Marketing, Insurance
Education
Quinnipiac University
Lawrence J. Littler III Piedmont Capital Distributors, LLC June 2014 - Present
Realty Capital Securities August 2011 - February 2012
John Hancock Financial Services March 2000 - October 2010
SunAmerica Financial Group September 1999 - March 2000
Evergreen Asset Management May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation) July 1990 - May 1996
Wood Logan Associates May 1989 - July 1990
Wood Logan Associates November 1987 - May 1989
Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning
Education
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Political Economy
Audrey Powers The Woodmont Group, Inc. April 2006 - Present
Future Staffing December 2000 - March 2006
Allied Domecq Spirits & Wine 1991 - 2000
Wood Logan Associates 1987 - 1991
Skills
Marketing Strategy, Positioning, Sales Management, Strategic Planning, Wine, Human Resources, Recruiting, Beverage Industry, Market Planning, New Business Development, Brand Management, Customer Insight, Sales, Key Account Management, Beer, Marketing Management, Alcoholic Beverages, Competitive Analysis, FMCG, Management, Key Account Development, Retail, Marketing, Coaching, Product Marketing, Forecasting, Market Research, Marketing Communications, Consumer Products, Sales Operations, Pricing, Business Planning, Business Strategy, Negotiation, Budgets, Product Development, Account Management, Event Management, Strategy, B2B, Shopper Marketing, Business Development, Merchandising, Income Statement, P&L Management, Brand Development, Market Analysis, Segmentation, IRI, Entrepreneurship
Education
Krissler Business School
Marist College
Donna Wells FranklinCovey April 2014 - Present
www.goalinvestor.com July 2013 - December 2013
PTM Wealth Management April 2012 - November 2012
Hirtle, Callaghan & Co. September 2010 - September 2011
The Borden Agency July 2006 - April 2007
SEI Investments June 1999 - May 2005
Delaware Investments, a member of the Macquarie Group June 1997 - June 1999
Wood Logan Associates 1995 - 1997
Skills
Marketing, Business Strategy, Analysis, Financial Services, Customer Engagement, Investments, Customer Service, Writing, Salesforce.com, Insurance, Strategy, Marketing Strategy, Coaching, Team Building
Education
Fairfield University 1990 — 1994
Bachelor of Arts, Psychology, English
Federated Investors 2000 - Present
Federated Investors 1997 - 2000
Wood Logan Associates 1996 - 1997
Wood Logan Associates 1992 - 1996
Wood Logan Associates 1991 - 1992
North American Security Life 1989 - 1991
Skills
Financial Services, Certified Financial..., Series 7, Series 63, Account Management, Sales, Business Development, Mutual Funds, Separately Managed..., Asset Allocation, Variable Annuities
Education
College for Financial Planning
CFP
West Virginia Wesleyan College 1984 — 1989
Bachelor of Arts (B.A.)