Bay Financial Associates
Address: 130 Turner St building 3 suite 230, Waltham, MA 02454 Hours: Open ⋅ Closes 6PM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 893-0909: : Website: Place name: : : : : Category: Website: http://www.bfa-online.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bay Financial Associates LLC Posting publicly on the Web Write a review Reviews 1 Google review
Bay Financial Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bay Financial Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bay Financial Associates Employees
Bay Financial Associates October 2009 - Present
Wells Fargo Advisors, LLC September 2005 - September 2009
State Street September 2000 - December 2003
Lucent Technologies (fka Kenan Systems) September 1997 - August 2000
Skills
Certified Financial..., Investment Advisory..., Mutual Funds, Securities, Retirement Planning, Personal Finance, Strategic Financial...
Education
Boston University 2004 — 2004
Certificate in Financial Planning, Financial Planning and Services
Bryant University 1982 — 1986
BS in Business Admin., Summa Cum Laude, Accounting
Village at Proprietors Green September 2011 - Present
Sunrise Senior Living March 2010 - September 2011
Venus II June 2002 - August 2010
Bayada Nurses June 2009 - September 2009
Bay Financial Associates September 2006 - May 2009
Education
Lasell College 2010 — 2011
Master's, Elder Care Administration
Lasell College 2006 — 2010
Bachelor's, Human Services with a minor in Intergenerational Studies
myWMT January 1999 - Present
Bay Financial Associates 1999 - Present
National Hockey League 1991 - 1998
Skills
Leadership, Investments, Estate Planning, Financial Planning, Wealth Management, Finance, Retirement, Marketing, Financial Services, Securities
Education
Boston University 1988 — 1991
BSA, Business Management/ Finance
Phillips Andover Academy
New York Life Insurance Company 2014 - Present
John Hancock Life Insurance Company (U.S.A.) 2006 - 2013
John Hancock Life Insurance Company (U.S.A.) 1997 - 2006
Bay Financial Associates 1991 - 1996
Skills
Insurance, Life Insurance, Fixed Annuities, Mutual Funds, Retirement, Risk Management, Leadership, Management, Strategy, Change Management, Financial Services, Strategic Planning, Sales, Marketing, Operations Management, Retirement Planning, Investments
Education
University of Michigan
Bay Financial Associates April 2012 - Present
Goldman Advisors 2007 - 2011
Envox 2007 - 2007
BrassRing 2001 - 2006
TechOnLine, inc 1999 - 2001
PictureTel 1996 - 1998
Sequoia Systems 1992 - 1996
Alliant Computer Systems 1988 - 1991
Prime-Computervision 1978 - 1988
Digital Equipment Corporation 1976 - 1978
Skills
Finance, Strategic Financial..., Financial Analysis, Executive Management, Business Strategy, Start-ups, Strategic Planning, Business Development, Management Consulting, Accounting, Mergers, Due Diligence, Change Management, Team Building, Negotiation, Transformational..., Strategic Wealth ,..., Advisory Board Member
Education
Boston University 2010 — 2011
Certificate in Financial Planning
Boston University - School of Management 1970 — 1974
MBA, Finance
Northeastern University
B.S., Accounting
Bay Financial Associates 1978 - Present
Skills
Philanthropy, Investments, Project Management, Retirement Planning, Asset Management, Research, Management Consulting, Strategic Planning, Business Strategy, Wealth Management, Fundraising, Community Development, Financial Analysis, Leadership, Political Campaigns, Accounting, Economic Development, Historic Preservation, Public Policy, Portfolio Management, Retirement, Securities, Community Outreach, Customer Service
Education
University of Massachusetts, Amherst 1973 — 1978
Bachelor's Degree, Political Science and Government
Bay Financial Associates August 1984 - Present
Skills
Investments, Portfolio Management, Securities, Estate Planning, Retirement, Insurance, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Financial Risk, Series 7, Series 63, Fixed Annuities, Asset Management, Investment Advisory, Asset Allocation, IRAs, Wealth, Financial Advisory, Small Business, Series 65, Life Insurance
Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Masters in Management, concentration in Finance
Teacher in Oujda Morocco
Peace Corps - 2 Years
University of Michigan
BA, BA in Anthropology
Bay Financial Associates February 2012 - Present
John Hancock Financial 2005 - February 2012
John Hancock 2002 - 2004
Manulife Financial 1996 - 2000
Skills
Strategic Financial..., Retirement, Retirement Planning, Disability Insurance, Investments, Fixed Annuities, Life Insurance, Wealth Management, Estate Planning, Financial Planners, Investment Advisory, Term Life Insurance, Mutual Funds, Series 63, Series 7, FINRA, High Net Worth..., Wealth, Long-term Care, Securities, IRAs, Wealth Management..., Small Business, Long Term Care Insurance, Asset Allocation, Financial Services, Asset Management, Financial Advisory, Series 6
Education
Boston University School of Law 1991 — 1993
LLM, Tax and Estate Planning
Case Western Reserve University School of Law 1989 — 1991
JD, Tax and Estate Planning
Boston College 1983 — 1987
BA, Political Science
St. John's Jesuit HS 1979 — 1983
HS, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bay Financial Associates May 2013 - Present
Punchbowl Software November 2011 - May 2013
Education
Suffolk University
Bachelor's degree, Business
Santander Securities May 2014 - Present
MetLife November 2004 - May 2014
Bay Financial Associates September 1996 - June 2004
Skills
Insurance, Life Insurance, Retirement Planning, Financial Services, Fixed Annuities, Retirement, Mutual Funds, Disability Insurance, Series 6, Long-term Care, Finance, Interviews, Term Life Insurance, Series 7, Series 63, Wealth Management, IRAs, •CERTIFIED FINANCIAL..., Chartered Financial...
Education
Northeastern University 1980 — 1983
BS, Political Science/Public Administration
Bestgen Wealth Management, LLC June 2014 - Present
Bay Financial Associates April 2008 - May 2014
Banc of America Investment Services, Inc April 2005 - April 2008
MFS Investment Management September 2002 - April 2005
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Asset Management, Securities, Risk Management, Financial Services, Finance, Entrepreneurship, Financial Advisory, Management, Investment Management
Education
Syracuse University 1998 — 2002
B.S., Finance and Marketing
Xaverian Brothers High School 1995 — 1998
High School, College Preparatory
CohnReznick LLP September 2015 - Present
KLR January 2015 - June 2015
Freshman & Ferraro, P.C. (Merged with KLR January 2015) December 2013 - December 2014
Anstiss & Co., P.C. January 2013 - April 2013
Kaplow & Kaplow, CPAs August 2006 - September 2012
H&R Block January 2006 - April 2006
Research for Better Teaching, Inc. October 2004 - September 2005
Bay Financial Associates January 2002 - December 2002
Thomson Financial January 2000 - August 2001
Thomson Financial January 1998 - December 2000
Skills
IT Operations, Individual Taxation, Corporate Taxation, Partnership (LLC)..., Estate and Trust..., Auditing, Review and Compilation, Accounting, Mac, QuickBooks, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Account Reconciliation, General Ledger, Budgets, Accounting Information..., Tax
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2007 — 2013
Master of Science, Taxation, 3.82
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1985
MBA, Concentration MIS
Bentley University 1977 — 1981
BS, Accountancy, Honors
Blue Coat Systems January 2013 - Present
Crossbeam Systems October 2009 - December 2012
Progress Software April 2006 - October 2009
Progress Software March 2000 - April 2006
Progress Software March 1999 - March 2000
Progress Software September 1998 - March 1999
Progress Software November 1996 - September 1998
Bay Financial Associates September 1992 - November 1996
Sullivan Risk Management Group February 1991 - September 1992
Arlington Eye Specialists June 1987 - February 1991
Skills
Enterprise Software, SaaS, Salesforce.com, Cloud Computing, Solution Selling, Oracle, Renewals, Computer Hardware, Team Management, Project Management, Business Analytics, Maintenance Management, Management, Sales Process, Strategy, Sales Operations, Sales, Product Management, Pre-sales, Leadership, Business Process, Professional Services, Channel Partners
Education
Harvard University 1986 — 1990
A.B., Economics
Crosspoint Financial Advisors, LLC April 2010 - Present
Bay Financial Associates November 1991 - April 2010
HRH 1998 - 2009
Education
Bentley University 1988 — 1992
Economics & Finance
Legend Acquisitions, LLC March 2015 - Present
Bay Financial Associates April 2012 - June 2014
Legacy Financial Advisors March 2007 - April 2012
New England Financial April 2005 - December 2006
John Hancock January 2003 - March 2005
Skills
Goal-oriented..., Maintaining Strong..., Trusting Relationships, Helping Clients Succeed, Series 6, Series 63, Series 65, ChFC, Licensed Life & Health..., Mutual Funds, Insurance Analysis, Risk Management, Strategic Financial..., Cash Flow Planning, Investments, Retirement Planning, Distribution..., Estate Planning, Fixed Annuities, Wealth Management, Securities, IRAs, Financial Advisory, 529 Plans, 401k Rollovers, Investment Advisory..., Income for Life, Portfolio Assessment, Portfolio Optimization, Insurance, 401k, Investment Advisory, Finance
Education
Massachusetts Maritime Academy 1998 — 1999
Mansfield MA High School 1993 — 1996
Trinity Risk Management March 2009 - Present
Staffing Industry Resources March 2009 - Present
Madison Resource Funding May 2005 - May 2014
Bay Financial Associates July 1991 - May 2005
Mony Financial Services May 1989 - June 1991
Skills
Account Management, Applicant Tracking..., Cold Calling, Human Resources, Management, New Business Development, Recruiting, Sourcing, Talent Acquisition, Technical Recruiting, Temporary Staffing, Consulting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1989
Master of Business Administration (MBA), Finance
Bentley University 1984 — 1988
BS Finance, AS Accounting, Accounting and Finance
Town of Belmont, MA July 2010 - Present
Bay Financial Associates September 2002 - June 2010
Education
College of the Holy Cross 1979 — 1983
Metrigraphics LLC September 2006 - September 2014
Bay Financial Associates 2005 - 2006
Collins Financial Advisors 2004 - 2005
Landmark Structures Corp. 2001 - 2003
Harvard University 1989 - 2001
Skills
Travel Arrangements, Outlook, Calendars, Expense Reports, Calendaring, Administrative..., Event Planning, SAP ERP, Phone Screening, Filing, International Shipping, Shipping, Executive Calendar..., Data Entry
Education
Northeastern University
some classes taken
Somerville High School