Comprehensive information
on any company or organization

Business Contacts & Backgrounds


Heritage Financial Group, Inc

427 Broadway, Everett, MA 02149

Background Check

Company Profile

Industry:Investment Advisory Service


Who has worked at Heritage Financial Group, Inc

Position at Heritage Financial Group, Inc Previous job position
Alicia Smith
CUSTOMER SERVICE
Benbrook Mhc
Sales
Bryan Casey
Area Sales Manager
Debbie Deboer
Staff AccountantSince Jan 1998
Dennis Mccracken
Area Manager
Glen Kauffmann
CTOSince 1998
Kelli Fletcher
Financial Executive
FInancial Executive
Leykin Michael
Jr. Partner
Lori Fitzgerald
Loan Operations Manager
Lori Walk
Loan Operations Manager and Compliance Officer
Melanie Moore
Bookkeeper
Michele Gilingham
Loan Operations Team Leader
Sarah Kincaid
Supervisor
Heritage AcceptanceSupervisor Since Jul 1998
Zachary A. Nielson
Financial AdvisorSince Oct 2008
Flagship Financial GroupMortgage Loan Officer Jul 2007 - Sep 2008

Former Employees

Position at Heritage Financial Group, Inc Next job position
Annette Dardis
Manager, Loan OperationsAug 1997 - Sep 2004
Brennen Ricks
Financial AdvisorDec 2009 - Oct 2010
Fidelity InvestmentsTrading Representative within the High Net Worth Department Since Nov 2010
Buffy De Wolf
Site Manager/Sales ManagerMay 1994 - Dec 1997
Casey Claypool
Credit AnalystJun 2006 - Dec 2007
Our Sunday VisitorNational Catholic Programs Coordinator Since Apr 2012
Craig Nelson
Financial AdvisorJul 2009 - Sep 2010
American Senior BenefitsRepresentative Since Feb 2011
Dani Cocanower
Collections AssistantJul 2008 - Oct 2008
Elkhart Police DepartmentRecords Administrative Since Aug 2011
Eric Barbour
AdvisorOct 2008 - Sep 2009
Bank of AmericaVP, Global Transactions Services Since Aug 2013
James Schramm
Financial AdvisorApr 2009 - Nov 2009
Fidelity InvestmentsInvestments Since Oct 2011
Jason Roberts
Investment Project ManagerFeb 1992 - May 1995
Project Manager1992 - 1994
www.SellMyHouse.comFounder & CEO Since Aug 2005
Kerynne Vance
Financial ExecutiveJan 2007 - Jun 2008
Kerynne Vance Voice studioVoice teacher Since Apr 2010
Kim Kohl
Credit AnalystApr 2000 - Nov 2011
Heritage Acceptance CorporationCredit Supervisor Since Nov 2011
Kommaly Phommachanh
Assistant ControllerFeb 1993 - Jul 1999
FANTASTIC SAMSStylist Since Feb 2011
Layna Maye
Office ManagerMar 2013 - Jun 2014
Brian Stephens Incdba Bonzo Tunes Studio Since Jul 2014
Lori Zielinski
Loan Brokerage ManagerJan 1998 - Jul 1999
Select Health NetworkReport and Data Manager Since Sep 2001
Sally Gregory
Investment CoordinatorFeb 1991 - Sep 1992
Sharon Hansen
Owner
OwnerSince May 1980
PresidentSince May 1980
Heritage Financial Group, Inc.Owner Since May 1980
Steve Hanmer
Director of Finance and AdministrationJan 1982 - Jan 1986
Wells Fargo AdvisorsImplementation Consultant Since Dec 2011

NOTICE: You may not use Bizstanding or the information it provides to make decisions about employment, credit, housing or any other purpose that would require Fair Credit Reporting Act (FCRA) compliance. Bizstanding is not a Consumer Reporting Agency (CRA) as defined by the FCRA and does not provide consumer reports.