SHP Financial Employee Directory

Q: Who are SHP Financial key employees?

Some of SHP Financial key employees are Erin Machado , Nicholas Nelson

SHP Financial corporate office is located in 724 Main St Ste B, Hyannis, Massachusetts, 02601, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Sales

Operations

C-Suite

Legal

Key Employees of SHP Financial

EM
Erin Machado
Vice President, Compliance
PhoneEmail
NN
Nicholas Nelso...
Vice President, Advisory Solutions
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

SHP Financial Global Presence

Location	People at location
North America	11-50

Index of contact profiles from SHP Financial

Hundreds of professionals searching for SHP Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JS
Joshua Santos
Email Direct
Client Specialist
United States , Massachusetts , Hyannis

NN
Nicholas Nelson
Email Direct
Vice President, Advisory Solutions
United States , Massachusetts , Hyannis

DT
David Teittinen
Email Direct
Director, Sales & Operations Alternative Investments
United States , Massachusetts , Hyannis

OI
Owen Imparato
Email Direct
Director, Advisory Services
United States , Massachusetts , Hyannis

TS
Tasha Smith
Email Direct
Director, Business Development
United States , Massachusetts , Hyannis

KD
Katie Dwyer
Email Direct
Director, Advisory Billing
United States , Massachusetts , Hyannis

KE
Keith Ellis
Email Direct
Owner and Managing Partner
United States , Massachusetts , Hyannis

GB
Gisele Benson
Email Direct
Office Manager
United States , Massachusetts , Hyannis

KB
Kyle Britton
Email Direct
Leader Advisor
United States , Massachusetts , Hyannis

PE
Patrick Emery
Email Direct
Business Processor
United States , Massachusetts , Hyannis

ML
Marci Lucier
Email Direct
Financial Advisor
United States , Massachusetts , Hyannis

CI
Cameron Iarrobino
Email Direct
Investment Analyst
United States , Massachusetts , Hyannis

RH
Raphael Hanna
Email Direct
Financial Advisor
United States , Massachusetts , Hyannis

KO
Kristin O'Connell
Email Direct
Advisory Billing Specialist
United States , Massachusetts , Hyannis

CR
Chase Reardon
Email Direct
Investment Advisor & Representative
United States , Massachusetts , Hyannis

TL
Talia Lumley
Email Direct
Lead Client Services Representative
United States , Massachusetts , Hyannis

PK
Paul Kittredge
Email Direct
Financial Advisor
United States , Massachusetts , Hyannis

AF
Anthony Finocchiaro
Email Direct
Team Lead, Financial Advisor
United States , Massachusetts , Hyannis

EM
Erin Machado
Email Direct
Vice President, Compliance
United States , Massachusetts , Hyannis

JK
Joshua Kosinski
Email Direct
Planning Solutions Advisor
United States , Massachusetts , Hyannis

PB
Patti Boardley
Email Direct
Client Services Representative
United States , Massachusetts , Hyannis

123

Former Employees at SHP Financial

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

William Malagodi

Merchandise Service As... at Lowe's

Worked as Director, Investment Operations

at SHP Financial (2023-2025)

Direct

Ezekiel Waisel

Vice President, Financ... at Wealth Enhancement

Worked as Lead Financial Planner

at SHP Financial (2022-2022)

Direct

Rebecca Levesque

Demand & Lead Generati... at Huntington Bank

Worked as Head of Marketing, Director

at SHP Financial (2014-2018)

Direct

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Financial Planning Spe... at Ridgeline Financial Pa...

Worked as Life Solutions Advisor

at SHP Financial (2022-2023)

Direct

Mask Content

Executive Council at CEOWORLD Magazine

Worked as Associate Advisor

at SHP Financial (2015-2025)

Direct

Mask Content

Portfolio Strategy Ana... at American Tower

Worked as Intern

at SHP Financial (2020-2021)

Direct

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Frequently Asked Questions Regarding SHP Financial Employees

How many employees does SHP Financial have?

SHP Financial has 11-50 employees

Who are SHP Financial key employees?

Some of SHP Financial key employees are Erin Machado, Nicholas Nelson

Where is SHP Financial located?

SHP Financial’s headquarters are located at 724 Main St Ste B, Hyannis, Massachusetts, 02601, United States

How do I contact SHP Financial?

SHP Financial Contact Info: Phone number: (508) 746-2400 Website: www.shpfinancial.com

What does SHP Financial do?

SHP Financial is a financial planning and wealth management company located in Plymouth, Massachusetts, specializing in services for clients in or nearing retirement. They offer a comprehensive range of financial services, including income, investment, tax, healthcare, and legacy planning, all tailored to meet the unique needs of their clients. The... Read More

Is SHP Financial a public company?

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

See more information about SHP Financial Employees