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Commonwealth Financial Network

Financial Services

Founded: 1979
Headquarters: 29 Sawyer Road,Waltham,MA,United States
Overview
Location
29 Sawyer Road,Waltham,MA,United States
Headquarter
29 Sawyer Road,Waltham,MA,United States
Contact Number
+1 508-755-8883
No of Employees
250 - 1000
Industry
Financial Services
Contact Email
Not Available
Company Type
Not Available
Website
www.commonwealth.com
Founded
1979
CEO
Not Available
Codes
Not Available
Annual Revenue
$10 - 50M
Total Funding
Not Available
Recent Funding Amount
Not Available
No of Funding Rounds
0
Social Handles

Company Overview

Commonwealth Financial Network is a US-based independent investment advisory firm founded in 1979 by Joseph Deitch. The company provides comprehensive financial planning, investment management, and wealth management services to independent financial advisors and their clients. The firm has a nationwide presence with over 2,000 affiliated independent financial advisors managing over $200 billion in assets under management. The company is committed to offering personalized and client-centered solutions through its innovative technology, research, compliance support, and other resources to help clients achieve their financial goals effectively. Commonwealth is focused on fostering a supportive community that encourages growth and development for both its staff and advisors.

Employees by Level

C-Level

0

VP-Level

0

Director

0

Manager

0

Non-Manager

0

Top Contacts

0

Top C-suite Members of Company

Connect with key decision-makers at Commonwealth Financial Network. View contact details of C-suite executives and leadership team.

NameTitleContact

Employees Contact

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NamePositionPhoneEmailProfile
Jake Straccamoro
Technology Administrator
*******4878[email protected]
Christopher Roach
Enterprise Risk Analyst
*******6262[email protected]
Steve Mollo
Technical Operations Engineering Support
******7078[email protected]
Donna Wilkins
Senior Hospitality And Facilities At Commonwealth Financial Network
*******0508[email protected]
Audrey Mariner
Supervisor, Retirement Operations
******0182[email protected]
Msf Daniel Esdale
Financial Advisor
******0081[email protected]
Shaun Dewitt
Helpdesk Supervisor
*******0508[email protected]
Theodore Demers
Manager, Branch Oversight - Compliance At Commonwealth Financial Network
*******1717[email protected]
Krista Duchnowski
Compliance Advisor Advertising Review
******0508[email protected]
Jim Adelman
Senior Vice President And General Counsel
*******0508[email protected]
Jim Flanagan
Director, Technology Support Services
******0081[email protected]
Chris Allen
Data Integrity
******0508[email protected]
Stephen Gingerella
Operations Support Specialist At Commonwealth Financial Network
*******0508[email protected]
Blake Yee
Office Services
*******0508[email protected]
Michael Youngerman
Senior Compliance Advisor
*******0508[email protected]
Sharon Russell
Trade Supervision
******0508[email protected]
Julius Ravelo
Helpdesk
******0929[email protected]
Stephen Breton
Compliance Advisor
******8400[email protected]
Cynthia Studts
Senior Operations Priority Specialist
*******2040[email protected]
Paul Tolley
Managing Principal, Chief Compliance Officer
******0508[email protected]
Johnathan Scalfani
Crm Database Integration Engineer
*******3575[email protected]
Brian Sullivan
Senior Vice President And Chief Marketing Officer
*******6000[email protected]
Tammy Tetzlaff
Director Of Qualified Plan Services
******2161[email protected]
Meaghan Flynn
Field Development Associate Consultant
*******0508[email protected]
Michelle Penido
Data Integrity
*******0508[email protected]
Amy Jerzyk
Service Center
******2907[email protected]
Amit Chogle
Director Enterprise Business Process Management
*******0508[email protected]
Cynthia Allen
Digital Analytics And Optimization Strategist
******1667[email protected]
Dave Youngwirth
Senior Compliance Advisor
******0476[email protected]
Rae Macwilliam
Financial Planner
*******5530[email protected]
Shabnam Danesh
Legal
******2821[email protected]
Michael Sheehan
Supervisor, Advisory Fees
*******0508[email protected]
Jonathan Weaver
New Accounts Specialist
******6310[email protected]
Kelly Enos
Team Lead
******9333[email protected]
Kathleen Licata
Administrative Assistant
*******0149[email protected]
Kristen Melendy
General Investigations
******9931[email protected]
Angela Streba
Advisor Brand Manager
*******0271[email protected]
Yana Gaber
Office Services Manager
*******0508[email protected]
Tim Helman
Senior Investment Consultant
*******0508[email protected]
Joshua Crocker
Compliance Associate
******1041[email protected]
Namita Sharma
Digital Art Director
*******4474[email protected]
Robert Bates
Quality Assurance Engineer
******0508[email protected]
Joe Difranco
Operation Support Specialist
******1822[email protected]
Ronald Smith
Investment Adviser Representative Registered Representative
******7638[email protected]
Eunice Ho
Client Services
*******1210[email protected]
Sheryll Yee
Retirement Sales Consultant, Retirement Consulting Services
*******0508[email protected]
Jamie Doyle
Cashiering
******8292[email protected]
Chris Varakis
Operations Priority Specialist
*******0508[email protected]
Sarah Howes
Marketing Director
******6506[email protected]
Tony Carter
Team Lead - Surveillance
*******0508[email protected]
Brad Heinz
Psychologist
******8379[email protected]
Rebecca Lucca
Editor
******7637[email protected]
Greg Carlson
Technology
******2380[email protected]
Andrew Cardwell
Technology Consultant
******9333[email protected]
Howard Trejo
Jefe Nacional
******9100[email protected]
Ty Rocheleau
Compliance Advisor - Branch Audit
*******0508[email protected]
Matt Colarusso
Corporate Talent Acquisition
*******2822[email protected]
Gary Feldman
Financial Consultant
******0150[email protected]
Carl Spatafora
Qa Engineer
******0541[email protected]
Michael Blau
Compliance Advisor
*******0508[email protected]
Matthew Nakamura
Senior Compliance Advisor
*******0508[email protected]
Everett Sutherland
Narragansett, Rhode Island
**********6886[email protected]
Tyler Smith
Supervisor, Helpdesk
*******0508[email protected]
Nick Botelho
Team Lead-service Center
*******0508[email protected]
Keith Furilla
Front End Developer
******0508[email protected]
Cima® Brian Mccormick
Senior Investment Research Analyst
*******0508[email protected]
Jennifer Mctague
Senior Staff Accountant
*******0508[email protected]
Joseph Cristadoro
Compensation Specialist
*******4642[email protected]
Chris Smith
It Development
******0508[email protected]
Xochitl Ortiz
Team Lead, Cashiering
******4279[email protected]
Heather Stirling
Digital Designer
******7244[email protected]
Abhishek Pant
Business Analyst
*******0508[email protected]
Matthew Bellomo
Operations Priority Specialist
*******9136[email protected]
Nancy Dusseault
Vice President, Transition And Field
*******0508[email protected]
Robert Molinari
Compliance
******5228[email protected]
Matthew Gutierrez
Support Engineer Junior Developer
******0508[email protected]
Andrew Kitchings
Portfolio
*******9568[email protected]
Jody Macgillivary
Staff Accountant -accounts Payable
*******0508[email protected]
Eduardo Ciuffo
Research
******0508[email protected]
Joseph Dunn
Operations Support
******3582[email protected]
Paul Orazio
Certified Financial Planner
*******5070[email protected]
Jameel Peterson
Web Coordination Specialist
******0508[email protected]
Lenny Vernovsky
Project Management Office
******9478[email protected]
Elise Randazzo
Investment Research
******3638[email protected]
Malissa Wood
Conferences Events
******0508[email protected]
Michael Patrakis
Financial Consultant
******1113[email protected]
Steve Kochis
Manager, Retirement Consulting Services
*******0508[email protected]
Sal Accardi
Team Lead Of Data Integrity
*******1262[email protected]
Heidi Detmer
Financial Advisor
*******0508[email protected]
James Parker
Registered Securities Principal
*******0508[email protected]
Samuel Rich
Senior Service Center Associate
*******0508[email protected]
Brett Walker
Investment Advisor
******2334[email protected]
Eric Peterson
Certified Financial Plannerã Â Â Practitioner And Investment Advisor Representative
******4950[email protected]
Dave Gagnon
Representative
*******0508[email protected]
Bette Skandalis
Internal Practice Management
******0508[email protected]
Bob Krygowski
Application Architect
******0508[email protected]
Jennifer Franco
Vice President, Account Services
*******0508[email protected]
Collin Proehl
Operations Support Specialist
******1500[email protected]
Andrew Miner
Compliance Advisor
******9014[email protected]
Tony Carter
Compliance Advisor Surveillance
******0508[email protected]

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Frequently Asked Questions

Where is Commonwealth Financial Network headquarters?

Commonwealth Financial Network headquarters is in 29 Sawyer Road,Waltham,MA,United States.

How many employees does Commonwealth Financial Network have?

Commonwealth Financial Network has 250 - 1000 employees.

When was Commonwealth Financial Network founded?

Commonwealth Financial Network was founded in 1979.

What sector does Commonwealth Financial Network operate in?

Commonwealth Financial Network is in Financial Services sector.

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