Profil
Mr. Ken J.
Dean, CPA, is a Principal at Granite State Retirement Planning, Inc. He joined the firm in 2008.He has several years of tax planning, accounting, and financial services experience.
A Certified Public Accountant since 1989, Mr. Dean worked for 10 years as international tax manager at large, multinational companies such as Toshiba America, Inc, and Colgate-Palmolive Company, gaining extensive experience with domestic, international, and state and local tax compliance and planning.
Mr. Dean was previously employed as Registered Representative at AIG Financial Advisors, Inc., Registered Representative at Equity Services, Inc., a Principal at Fidelity Brokerage Services LLC and a Principal at UBS Financial Services, Inc.
Mr. Dean received his undergraduate degree from the State University of New Jersey and a graduate degree from Fairleigh Dickinson University.
Anciens postes connus de Ken J. Dean
| Sociétés | Poste | Fin |
|---|---|---|
SagePoint Financial, Inc.
 SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Corporate Officer/Principal | 30/11/2008 |
Equity Services, Inc. (Vermont)
 Equity Services, Inc. (Vermont) Investment ManagersFinance Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet. | Corporate Officer/Principal | 30/09/2006 |
Fidelity Brokerage Services LLC
 Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Corporate Officer/Principal | 30/06/2005 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 30/08/2003 |
| COLGATE-PALMOLIVE COMPANY | Corporate Officer/Principal | - |
Formation de Ken J. Dean
| Rutgers State University of New Jersey | Undergraduate Degree |
| Fairleigh Dickinson University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| COLGATE-PALMOLIVE COMPANY | Consumer Non-Durables |
| Entreprise privées | 6 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Technology Services |
Granite State Retirement Planning, Inc.
 Granite State Retirement Planning, Inc. Investment ManagersFinance Granite State Retirement Planning, Inc. (GSRP) is an independent, SEC-registered investment advisor headquartered in Bedford, New Hampshire. The firm was co-founded by Dan Hagler and Mark Gagnon in 2006. GSRP provides investment advisory services to individual and institutional clients. | Finance |
Toshiba America, Inc.
 Toshiba America, Inc. MiscellaneousMiscellaneous Toshiba America, Inc. is a holding company, which manufactures and markets electronic products. It offers laptops, communication systems, electronic components, electrical apparatus, social infrastructure products, netbooks, lcd, led, televisions, blu-ray and dvd players, camcorders, ultrabooks, computer accessories, enterprise computing, printers, electronic components, surveillance and liquid crystal displays. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Finance |
Equity Services, Inc. (Vermont)
Equity Services, Inc. (Vermont) Investment ManagersFinance Part of National Life Insurance Co., Equity Services, Inc. (ESI) is a broker-dealer and registered investment adviser located in Montpelier, VT. The company helps businesses turn their visions into reality by providing commission and fee-based solutions, as well as offering flexibility in how businesses structure themselves and market their brand. ESI believes in doing good for their clients, employees, and community, and offers securities and investment advisory services through registered representatives and investment adviser representatives. The company's advisory platform, ESI Illuminations, is sponsored through an ongoing agreement with Envestnet. | Finance |