Financial Foundations Employee Directory

Financial Foundations corporate office is located in 1 Research Dr Ste 100B, Westborough, Massachusetts, 01581, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Sales

Marketing

Key Employees of Financial Foundations

DC
Donald Cullen
Chief Financial Officer & Manager, Tax
PhoneEmail
MM
Michelle Morri...
Strategic Implementation Chief Operating Officer &...
PhoneEmail
PhoneEmail
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Financial Foundations Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Financial Foundations

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Contact Name

Contact Info

Job Title

HQ Location

SM
Steven Maltz
Email Direct
Owner and Operator
United States , Massachusetts , Westborough

DH
Darla Hans
Email Direct
Owner
United States , Massachusetts , Westborough

JL
Jamie Leung
Email Direct
Executive Assistant
United States , Massachusetts , Westborough

KW
Kenneth Warcholik
Email Direct
Founder & Personal Finance Coach
United States , Massachusetts , Westborough

AM
Alyssa McGraw
Email Direct
Portfolio Administrator
United States , Massachusetts , Westborough

DR
Duane Rausch
Email Direct
Consultant
United States , Massachusetts , Westborough

DA
David Anderson
Email Direct
Manager, Portfolio Strategy
United States , Massachusetts , Westborough

BA
Briana Anderson
Email Direct
Director, Marketing
United States , Massachusetts , Westborough

CM
Christina Mitkonis
Email Direct
Senior Wealth Advisor
United States , Massachusetts , Westborough

BA
Bryan Amandolare
Email Direct
Partner, Senior Wealth Advisor, and Advisor Mentor
United States , Massachusetts , Westborough

DC
Donald Cullen
Email Direct
Chief Financial Officer & Manager, Tax
United States , Massachusetts , Westborough

AF
Alex Figueiredo
Email Direct
Wealth Planning Associate
United States , Massachusetts , Westborough

MM
Michelle Morrissey
Email Direct
Strategic Implementation Chief Operating Officer & Partner
United States , Massachusetts , Westborough

KA
Kelly Allington
Email Direct
Office Manager and Senior Executive Assistant
United States , Massachusetts , Westborough

CN
Christopher Nichols
Email Direct
Client Service Manager
United States , Massachusetts , Westborough

AV
Anthony Veloso
Email Direct
Wealth Advisor
United States , Massachusetts , Westborough

JO
Joshua Olson
Email Direct
Wealth Advisor
United States , Massachusetts , Westborough

AR
Angela Rees
Email Direct
Executive Assistant
United States , Massachusetts , Westborough

LC
Lori Campbell
Email Direct
Service Operations Specialist
United States , Massachusetts , Westborough

SQ
Samuel Quoos
Email Direct
Wealth Planning Associate
United States , Massachusetts , Westborough

PE
Paul Ewell
Email Direct
Owner
United States , Massachusetts , Westborough

CA
Colleen Alt
Email Direct
Administrative Assistant (Part Time)
United States , Massachusetts , Westborough

EM
Eileen Monahan
Email Direct
Senior Wealth Advisor
United States , Massachusetts , Westborough

AB
Angela Brozonos
Email Direct
Executive Assistant
United States , Massachusetts , Westborough

AW
Alicia Ward
Email Direct
Marketing Coordinator
United States , Massachusetts , Westborough

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Former Employees at Financial Foundations

Explore people who held key positions, contributed to Financial Foundations's success, and advanced their careers.

T. Sarkes

Associate Advisor at Financial Foundations

Worked as Financial Associate & Advisor

at Financial Foundations

Direct

Deborah Sell

Administrative Assista... at Financial Foundations

Worked as Administrative Assistant

at Financial Foundations

Direct

Mark Huber

Advisor at Financial Foundations

Worked as Portfolio Analyst

at Financial Foundations (2014-2021)

Direct

Mask Content

Vice President at Financial Foundations

Worked as Vice President, Operations

at Financial Foundations

Direct

Mask Content

Manager, Educational C... at Commonwealth

Worked as Director, Communications & Events

at Financial Foundations (2016-2018)

Direct

Mask Content

Associate Director, Ma... at DivCore Capital

Worked as Communications Specialist

at Financial Foundations (2016-2018)

Direct

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Frequently Asked Questions Regarding Financial Foundations Employees

How many employees does Financial Foundations have?

Financial Foundations has 11-50 employees

Who is the CFO of Financial Foundations?

Financial Foundations’s CFO is Donald Cullen

Who are Financial Foundations key employees?

Some of Financial Foundations key employees are Donald Cullen, Michelle Morrissey

Where is Financial Foundations located?

Financial Foundations’s headquarters are located at 1 Research Dr Ste 100B, Westborough, Massachusetts, 01581, United States

How do I contact Financial Foundations?

Financial Foundations Contact Info: Phone number: (508) 620-1000 Website: www.financial-foundations.com

What does Financial Foundations do?

Financial Foundations is a full-service financial planning and investment management boutique based in Westborough, MA. They offer a comprehensive suite of services including tax planning, retirement strategies, estate planning, and insurance planning, aimed at simplifying clients' financial lives. Their target clients are individuals and families... Read More

Is Financial Foundations a public company?

Financial Foundations is private company therefore does not currently have an official ticker symbol

See more information about Financial Foundations Employees