Kathy Nealon

Corporate Officer/Principal at

The American Institute of Certified Public Accountants

74 year

74 connections

Finance

Commercial Services

Consumer Services

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 Association of accountants	Corporate Officer/Principal	-
Rhode Island Society of Certified Public Accountants Rhode Island Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates as a professional membership organizations for CPAs and industry leaders	Corporate Officer/Principal	-

All active positions of Kathy Nealon

Former positions of Kathy Nealon

Companies	Position	End
New England Professional Planning Group, Inc. New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Director of Finance/CFO	01/08/2018
Newport Bancorp, Inc. Newport Bancorp, Inc. Savings BanksFinance Operates as a holding company with interests in provides banking services	Director/Board Member	09/09/2013
Newport Federal Savings Bank (Rhode Island) Newport Federal Savings Bank (Rhode Island) Financial ConglomeratesFinance Operates as a federally chartered savings bank	Director/Board Member	01/09/2013
Westerly Savings Bank, Inc. Westerly Savings Bank, Inc. Savings BanksFinance Operates as a savings bank	Director/Board Member	01/01/2005
Savings Institute Bank & Trust Co. Savings Institute Bank & Trust Co. Regional BanksFinance Operates as a state chartered commercial bank	Director/Board Member	-

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Training of Kathy Nealon

Experiences
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Linked companies

Private companies	9
Newport Bancorp, Inc. Newport Bancorp, Inc. Savings BanksFinance Operates as a holding company with interests in provides banking services	Finance
The American Institute of Certified Public Accountants The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Association of accountants	Commercial Services
University of Rhode Island University of Rhode Island Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Newport Federal Savings Bank (Rhode Island) Newport Federal Savings Bank (Rhode Island) Financial ConglomeratesFinance Operates as a federally chartered savings bank	Finance
Savings Institute Bank & Trust Co. Savings Institute Bank & Trust Co. Regional BanksFinance Operates as a state chartered commercial bank	Finance
Westerly Savings Bank, Inc. Westerly Savings Bank, Inc. Savings BanksFinance Operates as a savings bank	Finance
New England Professional Planning Group, Inc. New England Professional Planning Group, Inc. Investment ManagersFinance PPG employs fundamental and technical analysis when evaluating securities for potential investments. The investment strategy for a specific client is based upon the objectives stated by the client during consultations.	Finance
Rhode Island Society of Certified Public Accountants Rhode Island Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Operates as a professional membership organizations for CPAs and industry leaders	Commercial Services
SI Financial Group, Inc. SI Financial Group, Inc. Regional BanksFinance Provides banking services	Finance