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HERITAGE FINANCIAL SERVICES, LLC

Company Profile

Registration:Jan 1, 2014

State ID:001124352

Business type:Domestic Limited Liability Company (LLC)

Member:Charles S. Bean Iii / Manager 100 Lowder Brook Dr. Ste. 1000, Westwood, MA 02090 (Physical)

Agent:Iii Charles S. Bean 100 Lowder Brook Dr., Westwood, MA 02090 (Physical)


Who has worked at HERITAGE FINANCIAL SERVICES, LLC

Position at HERITAGE FINANCIAL SERVICES, LLC Previous job position
Alison Opitz
Marketing Coordinator
Jake Dinan
Financial AdvisorSince Aug 2009
Envision Investment AdvisorsNational Sales Manager Nov 2008 - Jul 2009
Jake Dinan
Financial AdvisorSince Aug 2009
Envision Investment AdvisorsNational Sales Manager Nov 2008 - Jul 2009
Mike Booth
Long Term Care SpecialistSince Jan 2007
Genworth FinancialLong Term Care Insurance Specialist Dec 1998 - Dec 2006
Robin Thomas
Client Services AdministratorSince Aug 2009
Tom Wilkinson
PresidentSince Jan 2001
MassMutual Financial GroupManaging Partner for Nebraska Jun 1974 - Jul 2000
Toni Michel
Director of Recruiting & ComplianceSince Aug 1996
City of Malvern, IowaMayor Since Jan 2010

Former Employees

Position at HERITAGE FINANCIAL SERVICES, LLC Next job position
Ann Kempin
Executive AssistantSep 2003 - Feb 2006
DiscloseSenior Assistant Since Feb 2012
Brent Boyce
Financial AdvisorAug 2009 - Nov 2009
Security National BankTrust Investment Officer Since Nov 2009
Kimberly Bachmann
Marketing Coordinator/Administrative AssistantMar 2009 - Apr 2010
Lisa Martin
New Business AdministratorJun 2011 - May 2012
Mariana Munoz De Schell
Financial AdvisorAug 2005 - Dec 2005
Food Bank of LincolnSNAP Outreach Coordinator Since Jul 2010
Nate Blum
Investment Advisor RepresentativeMay 2009 - Apr 2010
U.S. House of RepresentativesDistrict Representative Since Apr 2013
Nate Blum
Investment Advisor RepresentativeMay 2009 - Apr 2010
Assurity Life Insurance CompanyInterview Specialist IV Since Apr 2010
This is my Business

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