Northeast Planning Associates, Inc.
Company Profile
Categories:Financial Planning Consultants & Services
Site:gilmanplanning.com
Phone:
Products:Business Services, Employee Benefit Plans, Family Wealth Planning, Futures, Individual Services, Investment Planning, Online Services
Certifications:Insured, Registered
Who has worked at Northeast Planning Associates, Inc.
| Position at Northeast Planning Associates, Inc. | Previous job position | |
|---|---|---|
| Ben Hiers | Vice President, Business Operations |
Lucent TechnologiesManager, Capital Markets May 2002 - Jul 2005 |
| Betty Ann Retus | Administrative Assistant |
|
| Betty Ann Retus | Administrative Assistant |
|
| Bill Rowett | Owner |
|
| Don M. Silk, Cfpã®, Clu, Chfc, Caslã® | Financial AdvisorSince Jan 1993 |
|
| Gary Pelletier | Wealth PlannerSince Oct 1982 |
|
| Jillyan Argiro | Marketing ManagerSince Nov 2005 |
Mount Zion Christian SchoolsVolunteer 2009 - 2010 |
| Louise Brassard | Director of Corporate DevelopmentSince Mar 1991 |
|
| Ruth Ayer | Administrative Assistant |
|
| Wally Ammon | Financial PlannerSince Mar 2002 |
|
| Zack Longley, Aifã® | Financial AdvisorSince Oct 2008 |
Former Employees
| Position at Northeast Planning Associates, Inc. | Next job position | |
|---|---|---|
| Alexandra Elkaliouby | Marketing SpecialistJul 2007 - Sep 2009 |
Fletcher Allen Health CareAccount Planner Since Mar 2013 |
| Carolynn Herman | Administrative Assistant1998 - 2003 |
|
| Deborah Hebert | ASSISTANT BOOKKEEPERJun 2002 - Jun 2003 |
Space Florida, Kennedy Space CenterCONTRACT COORDINATOR, RFP/RFQ Project Coordinator, Records Management Liaison Officer Since Oct 2008 |
| Donald Burnham | Chief Compliance OfficerSince May 2002 |
LPL FinancialOSJ Compliance Since Oct 2007 |
| Elizabeth Sargent | Marketing Assistant2009 - 2012 |
Club Z TutoringCoordinator Since 2012 |
| Greg La Pierre | Financial PlannerSince Jun 1989 |
Greg La PierreOwner Since Jun 1989 |
| Greg La Pierre | Financial PlannerSince Jun 1989 |
Greg La PierreOwner Since Jun 1989 |
| Karen St. George | Financial Planner Assistant2000 - 2002 |
|
| Marilyn Endicott | Administrative AssistantSep 2010 - Dec 2014 |
|
| Rachel Surette | Office Assistant/InternSince 2006 |
FIDELITY INVESTMENTSPerformance Analyst Since 2013 |