Kathy Nealon
Corporate Officer/Principal at The American Institute of Certified Public Accountants
Profile
Kathleen Anne Nealon is a member of The American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants.
She previously worked as an Independent Director and Director at Newport Bancorp, Inc. and Newport Federal Savings Bank, respectively.
She also served as a Director at Westerly Savings Bank, Inc. and Savings Institute Bank & Trust Co. Additionally, she was an Independent Director at SI Financial Group, Inc. and the Chief Financial Officer at New England Professional Planning Group, Inc. She obtained an undergraduate degree from the University of Rhode Island.
Currently, Ms. Nealon holds positions at The American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants.
Kathy Nealon active positions
Companies | Position | Start |
---|---|---|
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Rhode Island Society of Certified Public Accountants | Corporate Officer/Principal | - |
Former positions of Kathy Nealon
Companies | Position | End |
---|---|---|
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Director of Finance/CFO | 2018-07-31 |
Newport Bancorp, Inc.
Newport Bancorp, Inc. Savings BanksFinance Newport Bancorp, Inc. is a bank holding company operating through its subsidiary, Newport Federal Savings Bank. The Newport Federal Savings Bank operates as a community oriented financial institution offering financial services to consumers and businesses. It attracts deposits from the general public and uses those funds to originate one-to-four family residential, multi-family, construction, commercial real estate, consumer and home equity loans, and lines of credit. Newport Bancorp was founded in March 2006 and is headquartered in Newport, RI. | Director/Board Member | 2013-09-08 |
Newport Federal Savings Bank (Rhode Island)
Newport Federal Savings Bank (Rhode Island) Financial ConglomeratesFinance Newport Federal Savings Bank is a federally chartered savings bank. The company is based in Wakefield, RI. | Director/Board Member | 2013-08-31 |
Westerly Savings Bank, Inc. | Director/Board Member | 2004-12-31 |
Savings Institute Bank & Trust Co.
Savings Institute Bank & Trust Co. Regional BanksFinance Savings Institute Bank & Trust Co. provides personal banking, business banking, and loan services. The firm offers online and mobile banking, digital wallets, mortgage services, insurance services, credit card processing, business deposits quick remote capture, automatic clearing house, term loans, residential development loans, and community association services. The company was founded in 1842 and is headquartered in Willimantic, CT. | Director/Board Member | - |
Training of Kathy Nealon
University of Rhode Island | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 8 |
---|---|
Newport Bancorp, Inc.
Newport Bancorp, Inc. Savings BanksFinance Newport Bancorp, Inc. is a bank holding company operating through its subsidiary, Newport Federal Savings Bank. The Newport Federal Savings Bank operates as a community oriented financial institution offering financial services to consumers and businesses. It attracts deposits from the general public and uses those funds to originate one-to-four family residential, multi-family, construction, commercial real estate, consumer and home equity loans, and lines of credit. Newport Bancorp was founded in March 2006 and is headquartered in Newport, RI. | Finance |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Newport Federal Savings Bank (Rhode Island)
Newport Federal Savings Bank (Rhode Island) Financial ConglomeratesFinance Newport Federal Savings Bank is a federally chartered savings bank. The company is based in Wakefield, RI. | Finance |
Savings Institute Bank & Trust Co.
Savings Institute Bank & Trust Co. Regional BanksFinance Savings Institute Bank & Trust Co. provides personal banking, business banking, and loan services. The firm offers online and mobile banking, digital wallets, mortgage services, insurance services, credit card processing, business deposits quick remote capture, automatic clearing house, term loans, residential development loans, and community association services. The company was founded in 1842 and is headquartered in Willimantic, CT. | Finance |
Westerly Savings Bank, Inc. | |
New England Professional Planning Group, Inc.
New England Professional Planning Group, Inc. Investment ManagersFinance New England Professional Planning Group, Inc., do-business-as Professional Planning Group (PPG), is an independent, SEC-registered investment advisor headquartered in Westerly, Rhode Island. The firm was founded by Malcolm A. Makin in 1976. PPG provides discretionary and non-discretionary investment advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, endowments and foundations. | Finance |
Rhode Island Society of Certified Public Accountants | |
SI Financial Group, Inc.
SI Financial Group, Inc. Regional BanksFinance SI Financial Group, Inc. is a holding company, which engages offers financial services to consumers and businesses, including life insurance and annuities. It focuses on deposits from the general public and uses those funds to originate one- to four-family residential, multi-family and commercial real estate, commercial business including time share lending, loans to condominium associations and medical loans, and consumer loans. The company was founded on August 6, 2004 and is headquartered in Willimantic, CT. | Finance |
- Stock Market
- Insiders
- Kathy Nealon