Northeast Planning Associates
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Northeast Planning Associates Employees
Boys & Girls Club of Fitchburg and Leominster May 2015 - Present
Northeast Planning Associates December 2013 - May 2015
Emerson College August 2013 - November 2013
Grove City College May 2011 - May 2013
Amato Center for the Performing Arts May 2012 - August 2012
Boys and Girls Club of Souhegan Valley November 2007 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Team Leadership, Photography, Social Media..., Stage Management, Live Sound, Live Events, Stage Lighting, Theatre, Marketing, Facebook
Education
Grove City College 2009 — 2013
Bachelor of Science (BS), Marketing Management
Milford High School 2005 — 2009
LPL Financial August 2007 - Present
Northeast Planning Associates August 2005 - Present
Education
Maranatha Baptist Bible College
LPL Financial January 2010 - Present
Northeast Planning Associates January 2010 - Present
TD Banknorth 2000 - 2009
Bancnorth Investment Group 2000 - 2009
Northeast Planning Associates June 1998 - 2000
Liberty Securities Corporation/ IFMG 1995 - 1997
Skills
Insurance, Banking, Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Certified Financial..., Fixed Annuities, Investment Management, Life Insurance, Securities Regulation, Risk Management, Practice Management, Real Estate, Recruiting, Brokerage, Series 6, Investment Strategies, Strategic Financial..., Alternative Investments, Series 24, Business Development, Asset Management, IRAs, Portfolio Management, Broker-Dealer, Investment Advisory, 401k, Series 65, FINRA, Securities, Series 63, Financial Services, Wealth, Series 7, Financial Advisory, Compliance, Financial Planning, Best Practices, Sales Compensation, CFP, Sales Management, Sales Rep Training, Employee Referral..., LPL Registered Principal, LPL Registered...
Education
Ivey Business School at Western University 2007 — 2008
Leadership Academy
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Western Connecticut State University 1974 — 1978
BA
ICAP October 2010 - Present
ICAP October 2010 - February 2014
Northeast Planning Associates May 2009 - December 2009
UBS February 2009 - May 2009
Fidelity Investments July 2007 - August 2007
Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit
Education
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Universitat Pompeu Fabra 2008 — 2008
Finance, General
Rahway High School 2001 — 2005
Northeast Planning Associates November 2013 - Present
80/20 Music, LLC December 2012 - Present
Fidelity Investments June 2008 - September 2013
Fidelity Investments June 2008 - December 2011
Skills
Uniform Combined State..., Investment Strategies, Financial Goals, Asset Allocation, Investments, Certified Financial..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Series 65, Defined Benefit, 401k, Pensions, Financial Planners
Education
University of New Hampshire 2003 — 2007
Economics, Music Studies
Harvard Management Company January 2014 - Present
State Street June 2013 - January 2014
State Street July 2012 - June 2013
Northeast Planning Associates January 2012 - May 2012
Education
Saint Anselm College 2008 — 2012
BA, Business
Pegaesus Advisors May 2011 - Present
Northeast Planning Associates February 2008 - Present
Ameriprise Financial Services, Inc. November 2002 - January 2008
Skills
Finance, Financial Services, Management
Education
St. Lawrence University 1998 — 2002
Bachelor of Arts (B.A.), Sociology
The Green Mountain Valley School 1994 — 1998
Fidelity Investments October 2014 - Present
Savvy Wealth Management February 2008 - October 2014
Carmel Valley Athletic Club 2006 - 2008
Merrill Lynch August 2006 - December 2007
Sensei Todd's Thai Kick Boxing October 2006 - June 2007
Tokyo Joe's Martial Arts October 2002 - September 2006
Northeast Planning Associates May 2002 - August 2006
Wareforce August 1998 - April 2002
MicroAge September 1994 - August 1998
Applied Intelligence Group April 1992 - May 1993
Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance
Education
American College 2007 — 2008
Finance & Investing
Monterey Peninsula College 1993 — 1994
Associates, Liberal Studies
University of Northern Virginia 1990 — 1991
Liberal Arts
Northeast Planning Associates January 2010 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Financial Services, Estate Planning
Education
University of Massachusetts Dartmouth 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Rapid Manufacturing Group March 2015 - Present
Steel Elements International, LLC August 2012 - September 2013
Northeast Planning Associates December 2010 - November 2011
Hy-Ten Plastics, Inc. April 2009 - October 2010
Liberty Mutual Insurance April 2003 - July 2008
Adecco Group November 2001 - April 2003
Staffing Sense, LLC. July 2000 - October 2001
Lindt & Sprungli June 1997 - October 1999
City of Somersworth April 1989 - March 1997
Skills
Accounts Payable, ADP Payroll, Brochures, Customer Service, Data Entry, Document Management, Editing, Inventory Management, Invoicing, Meeting Scheduling, Microsoft Office, Microsoft Publisher, Minutes of Meeting, Networking, Newsletters, Office Administration, Organization, Outlook, PowerPoint, Proofreading, Purchasing, Purchase Orders, QuickBooks, Receptionist Duties, Research, Secretarial Skills, Social Media, Switchboard Operator, Expense Reports, Travel Arrangements, Human Resources, Office Management, Expenses, Payroll, Calendaring
Education
Franklin Pierce College 1992 — 1996
Associate's degree, Marketing, 3.76
Milford Area Senior High School
New Hampshire Liquor Store August 2015 - Present
Becker College September 2011 - April 2015
Lightless Production Team September 2014 - January 2015
Northeast Planning Associates January 2008 - January 2012
Skills
Video Games, Level Design, Research, Editing, Event Planning, Microsoft Office, Databases, Microsoft Word, PowerPoint, Unreal Development Kit, Unreal Engine 4, Photoshop, Crazybump - Texturing..., 3D Studio Max, Autodesk Maya
Education
Becker College 2011 — 2015
Bachelor's degree in Game development and Programing, Game Development and Programming
Deltek June 2014 - Present
Target May 2013 - May 2014
Sports Authority May 2012 - December 2012
TD July 2010 - July 2012
Northeast Planning Associates June 2005 - January 2010
Skills
Finance, Banking, Management, Investments, Retirement Planning, Series 63, Microsoft Excel, ERP, Professional Services, Time Management, Sales, Accounting, Leadership, Salesforce.com, Customer Service, CRM, SaaS, Enterprise Software, PowerPoint, Microsoft Office
Education
University of New Hampshire 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.0
Fulcrum FXT March 2013 - Present
Sanmina-SCI June 2011 - March 2013
Hooksett Hurricanes Pop Warner April 2011 - December 2011
Northeast Planning Associates October 2006 - June 2011
Concord Regional Visiting Nurses Assoc January 2005 - October 2006
Talbots July 2004 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, ADP Payroll, Junxure, Profiles, Trovix, Multi-line Phone, Outlook, Multi Tasking, Organization &..., Customer Service, type 60 WPM, Constant Contact, Mail Merge, Team Leadership, Mindjet Mapping, Coaching, PowerPoint, Fax, Employee Relations, Time Management, Training, Management, Spreadsheets
Education
CurrentSouthern New Hampshire University 2012 — 2015
Bachelor's Degree, Business/Marketing, 3.7 GPA
University of Phoenix 2006 — 2008
Associates, Accounting, 3.67, GPA
New Hampshire Technical Institute 2004 — 2005
Radiology TechnologistGeneral Studies
Pembroke Academy 2000 — 2004
High School Diploma
Northeast Planning Associates March 2015 - Present
Applied Capital Management August 2013 - March 2015
Fidelity Investments October 2006 - August 2013
CVS Caremark Corporation July 2004 - October 2006
Citizens Bank July 2002 - July 2004
Skills
Financial Services, Communication, Data Analysis, Internal Audit, US GAAP, Management, Strategic Financial..., Sales, Series 7, Series 66, Retirement Planning, Financial Reporting, Retail Banking, Account Reconciliation, Strategic Planning, Call Centers, Customer Service, Financial Planning, Mutual Funds, Finance, Investments, Microsoft Office, CRM, Microsoft Excel
Education
Southern New Hampshire University 2008 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.68 out of 4 GPA
Hesser College 2005 — 2007
Associate's degree, Accounting
SERMO June 2014 - Present
US Army September 2012 - Present
SIA Insurance July 2012 - December 2012
Northeast Planning Associates November 2011 - March 2012
EPE Corporation July 2010 - October 2011
Habitat for Humanity 2011 - 2011
Nashua Children's Home May 2010 - December 2010
HeartScreen America March 2007 - October 2009
Coed Sportswear 2006 - 2007
Skills
Human Resources, Benefits Administration, Payroll, Employee Relations, Management, Customer Service, Time Management, Inventory Management, Data Entry, Microsoft Office, Microsoft Excel, New Hire Orientations, Employee Training, QuickBooks, ADP Payroll, Conflict Resolution, Customer Service..., FMLA, Training, Paychex
Education
Rivier College 2011 — 2014
Human Development
National Registry of Emergency Medical Technicians 2013 — 2013
NREMT Certificate, EMT
Nashua Community College 2010 — 2011
A.S., Human Services, 3.26
Nashua Community College 2010 — 2011
Certification, Human Services
North Rose Wolcott High School 2000 — 2004
NY State Regents HS Diploma, General Studies
Dyn June 2015 - Present
Dyn April 2015 - Present
Dyn April 2014 - Present
Southern New Hampshire University June 2011 - April 2014
D'Agostino Insurance September 2009 - May 2011
Northeast Planning Associates 2010 - 2011
Stonehill College August 2008 - December 2010
Boston Children's Hospital 2009 - 2009
Skills
Marketing, PowerPoint, Advertising, Microsoft Excel, Microsoft Word, Management, Sales, Marketing Research, Illustrator, Social Media, Spanish, Administrative..., Microsoft Office, Event Planning, Social Networking, Research, Public Speaking, Customer Service, Lead Generation, Salesforce.com, Leadership
Education
Southern New Hampshire University 2011 — 2012
Master's degree, International Business
Stonehill College 2007 — 2011
Bachelors, Marketing, International Studies
John Cabot University 2009 — 2009
Lawson Persson Weldon-Francke, PC September 2015 - Present
Northeast Planning Associates September 2010 - 2014
Endicott Sports Apparel April 2006 - August 2010
Mail Computer Service, Inc. (MCS) January 1998 - April 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook, Research, Administrative..., Teamwork, Time Management
Education
University of Massachusetts, Amherst 1973 — 1975
Human Development and Family Studies, General, 3.2
University of Massachusetts, Amherst
Braintree High School
Northeast Planning Associates March 2010 - Present
TD Wealth Management 2008 - 2010
VALIC 2001 - 2008
Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Retirement, Investment Advisory, Financial Planners, Investment Strategies, Wealth, 401k Rollovers, IRAs, Strategic Financial..., Mutual Funds, Estate Planning, Series 7, Fixed Annuities, Asset Allocation, 401k
Education
College for Financial Planning 2008 — 2009
CRPC, Financial Planning and Services
Plymouth State College 1975 — 1979
Bachelor of Arts, English Language and Literature/Letters
HealthcareSource June 2014 - Present
Northeast Planning Associates February 2010 - June 2014
Aclipse June 2009 - November 2009
Beetham Eye Clinic July 2008 - August 2008
Skills
Social Media, Recruiting, Social Media Marketing, Social Networking, Fundraising, Email Marketing, Event Planning, Leadership, Editing, Business Development, Microsoft Office, Public Relations, Media Relations, Research, New Business Development, Management, PowerPoint, Facebook
Education
Dickinson College 2005 — 2009
BA, East Asian Studies
Peking University 2007 — 2008
Chinese Language and Literature
Fidelity Investments August 2013 - Present
Fidelity Investments January 2012 - July 2013
Fidelity Investments June 2008 - January 2012
Victoria's Secret May 2007 - June 2008
Sovereign Bank September 2006 - June 2007
Northeast Planning Associates June 2006 - December 2006
Skills
Process Improvement, Account Reconciliation, Accounting, Accounts Receivable, Banking, Business Analysis, Customer Service, Data Analysis, Management, Mutual Funds, Payroll, Financial Analysis, Access
Education
Southern New Hampshire University 2013 — 2016
M.B.A. in IT, Business and Information Technology
Southern New Hampshire University 2009 — 2011
Bachelor's of Science in Business Administration, Management/Finance
New Hampshire Community Technical College 2007 — 2009
Associate's Degree in Business Management, Business Management/Accounting
Richard McDonough Scholarship Foundation 2015 - Present
Northeast Planning Associates January 1984 - Present
Skills
Financial Planning, Investments, Securities, Financial Advisory, Wealth, Finance, Financial Services, Retirement Planning, Wealth Management, Mutual Funds
Education
Saint Anselm College 1979 — 1983
Bachelor of Science
Certified Financial Planner Board of Standards, Inc. 1996 — 1997
Certified Financial Planning™ Practitioner
Northeast Planning Associates July 2011 - Present
AIG Royal Alliance January 1998 - July 2011
Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Series 63, Investments, Fixed Annuities, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Series 65, Series 6, Variable Annuities, Long Term Care Insurance, Life & Health Insurance..., Wealth Accumulation, Wealth, Securities
Education
Bates College 1993 — 1997
BA, Sociology
University of Hawaii at Manoa 1996 — 1996
Semester Abroad International Studies
Empirix April 2013 - Present
Northeast Planning Associates January 2013 - April 2013
Chelmsford Well and Pump August 2012 - April 2013
Nashua Police Department August 2006 - January 2010
Skills
QuickBooks, PowerPoint, Massachusetts Notary..., Microsoft Office, Microsoft PowerPoint, Microsoft Excel, LexisNexis, EchoSign, Dokmee, Outlook, Legal Research
Education
University of California Riverside Extension 2011 — 2012
Paralegal Certificate, Paralegal Studies
University of Massachusetts at Lowell 2003 — 2010
Bachelor of Science, Criminal Justice
SBW Wealth Management September 2014 - Present
LPL Financial July 2007 - September 2014
Northeast Planning Associates February 2002 - May 2010
Merrill Lynch 2000 - 2001
Prudential Financial September 1999 - October 2000
Skills
Wealth Management, Financial Planning, Retirement Planning, Income Planning, Estate Planning, Customer Service, Leadership, Strategic Planning, Management, Series 7, Insurance, Series 65, Series 6, Series 63, Investments, Securities, Retirement, Financial Services, Finance, Strategy, Portfolio Management, Asset Management
Education
Fairleigh Dickinson University
Mechanical Engineering
Xaverian Brothers High School
Northeast Planning Associates May 2012 - Present
Viking Real Estate Group November 2009 - Present
INVERNESS Real Estate Investments February 2004 - November 2010
OMM, Inc. June 2002 - February 2004
Independent Consultant April 2001 - June 2002
Team MUCHO, Inc. August 1999 - March 2001
TechProse February 1994 - July 1999
Skills
Strategy, Marketing, Leadership, Real Estate, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Negotiation, Email Marketing, Investments, Business Development, Online Marketing, Social Networking, Advertising
Education
University of California, Berkeley 1988 — 1991
BA, English Literature
Acalanes High School
Northeast Planning Associates June 2015 - Present
Amherst Middle School February 2015 - Present
Amherst Middle School August 2003 - Present
Dyn May 2012 - August 2012
Cellular Specialties, Inc. May 2010 - August 2010
By Appointment Only, Inc. (BAO) June 2007 - August 2007
Skills
Teaching, Tutoring, Elementary Education, Differentiated..., Classroom Management, Lesson Planning, Public Speaking, Language Arts, Social Studies, Community Outreach, Fundraising, Leadership Development, Training, Staff Development, Educational Leadership, Instructional Design, Curriculum Development, Curriculum Design
Education
University of New Hampshire 2008 — 2011
Master's degree, Teacher Leadership
Clemson University 1999 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching
Home July 2012 - Present
Northeast Planning Associates July 2004 - July 2012
Skills
QuickBooks, Quicken, Microsoft Office, Employee Benefits, Microsoft Excel, Leadership
Education
Southern New Hampshire University 2003 — 2005
Bachelor's, Business Studies - Small Business Management
Northeast Planning Associates October 2013 - Present
Conrad Santiago & Associates January 2010 - October 2013
Coastal Capital Group, LLC June 2008 - January 2010
Coastal Captial Group, LLC July 2007 - May 2008
Education
Gordon College 2004 — 2008
B.A., Finance
Northeast Planning Associates October 1985 - Present
Skills
401k Rollovers, Securities, Financial Planners, FINRA, Financial Services, Wealth Management, Retirement Planning, Series 7, Fixed Annuities, Retirement, IRAs, Mutual Funds, Investment Advisory, Investments, Series 63, Investment Strategies, Strategic Financial..., Estate Planning, Wealth Accumulation, Disability Insurance, Asset Allocation, 401k, Long-term Care
Education
University of New Hampshire 1980 — 1984
The Derryfield School 1978 — 1980
Northeast Planning Associates January 2010 - Present
Hollywood Video October 2008 - February 2010
Blockbuster May 2004 - September 2008
Town of Dartmouth May 2007 - October 2007
Education
University of Massachusetts Dartmouth 2006 — 2010
Northeast Planning Associates June 2015 - Present
Ocean Spray Cranberries October 2013 - June 2015
Stonyfield Farm May 2010 - May 2013
Coca-Cola of Northern New England December 2008 - September 2009
Coca-Cola of Northern New England June 2005 - December 2008
Education
Bentley University 2006 — 2010
Bachelor's degree, Corporate Finance and Accounting
Northeast Planning Associates October 2012 - Present
Allscripts 2008 - 2011
Allscripts 2005 - 2008
Riverstone Resouces 2004 - 2005
Citizens Bank 2004 - 2004
Foundation Medical Partners 2003 - 2004
Nashua Eye Associates 1999 - 2003
Compaq Computer/Digital Equipment Corporation 1980 - 1998
Skills
Administration, Customer Service, Office Management, Budget Analyst, Business Controls
Education
Franklin Pierce College 1981 — 1985
Bachelor of Science, Business Management
Hesser Business College 1974 — 1974
Stenography Certificate, Stenography/Business
Fidelity Investments February 2015 - Present
Fidelity Investments January 2013 - Present
Northeast Planning Associates May 2013 - December 2013
Market Basket January 2009 - May 2013
University of Massachusetts September 2012 - December 2012
Village Empowerment Project February 2010 - June 2010
Skills
Editing, Research, Teaching, Microsoft Office, English
Education
University of Massachusetts Lowell 2008 — 2013
Bachelor's, English; Minor, Business Administration
Northeast Planning Associates August 2014 - Present
Renal Ventures Management February 2008 - 2013
Skills
Healthcare, Healthcare Management, Hospitals, Nursing, Microsoft Excel, Leadership, Patient Safety, Physician Relations, Critical Care, EMR
Education
Rowan College at Gloucester County
Associate's Degree, Registered Nursing/Registered Nurse
Thomas Jefferson University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Northeast Planning Associates May 2015 - Present
Southern Mass Credit Union May 2010 - May 2015
Education
University of Massachusetts Dartmouth 2008 — 2013
Bachelor of Science (BS), Finance, General