Secure Planning, Inc
Company Profile
Registration:Nov 17, 1999
State ID:02182596
Business type:Articles of Incorporation
Member:Joseph C. Jordan / President
Agent:Enrico Morano
Who has worked at Secure Planning, Inc
| Position at Secure Planning, Inc | Previous job position | |
|---|---|---|
| Amanda Spadafora | Finance InternSince May 2013 |
99 RestaurantHostess 2010 - 2013 |
| Danielle Grondin | Financial and Operations PrincipalSince Nov 2002 |
Margaritas RestaurantsAssistant General Manager Aug 2000 - Sep 2002 |
| Julianne Brown | ComplianceSince Jun 2006 |
american express financial advisorsfinancial advisor 2003 - 2004 |
| Paul Whitcomb | Investment Advisory RepresentativeSince 1998 |
D.B.Warlick & Co Inc/InsuranceVice President/Financial Services Div Since 1992 |
Former Employees
| Position at Secure Planning, Inc | Next job position | |
|---|---|---|
| Adrian Buck | InternSep 2008 - Jun 2010 |
Liberty Mutual GroupAssociate Business Systems Analyst Since May 2010 |
| Brett M Heppler | Financial Officer - Broker Dealer, Investment Advisor, Insurance AgentSep 2003 - Sep 2008 |
|
| Christopher Lorenzo | InternDec 2011 - Jan 2012 |
|
| David Maxfield | InternJun 2010 - Dec 2010 |
State Street Global AdvisorsInternal Sales Consultant (SPDR ETFs) Since Jun 2011 |
| Heather Nickerson | Financial Management InternSince May 2012 InternMay 2012 - May 2013 |
Steward Healthcare System LLCDenial Prevention Analyst Since Jun 2013 |
| Joseph Walent | Compliance Officer/Sales Operations ManagerSep 1997 - Mar 2000 |
|
| Kathryn Taylor | Asst. Vice President1996 - 2007 |
LPL FinancialAssistant Vice President Since May 2013 |
| Kristen Morin | InternJun 2011 - Aug 2011 |
The Northbridge CompaniesMarketing Assistant Since Aug 2012 |
| Leah Revkin | InternshipJan 2009 - May 2009 |
Great-West Retirement ServicesRetirement Planning Counselor Since Jun 2011 |
| Micaela Flynn | Administrative AssistantDec 2010 - Jun 2011 |
ChoiceStreamStaff Accountant Since Oct 2012 |
| Michael Leavitt | Accounting AnalystJul 2001 - Mar 2002 |
The Albano Group, LLCSenior Tax Consultant Since Nov 2011 |
| Shani Robertson | Office ManagerSep 1993 - Jan 1994 |