Baystate Financial Services

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Baystate Financial Services Employees

Employee
Years
Job
Industry
David Marinelli David Marinelli Andover, Massachusetts Details
David Marinelli's Baystate Financial Services Experience July 2008 - July 2010
Job Realtor at Corner Stone Realty, LLC
Industry Real Estate
Experience
Corner Stone Realty, LLC   2013 - Present
United States Postal Service  December 2010 - May 2013
Baystate Financial Services   July 2008 - July 2010
Waddell & Reed  September 2007 - June 2008
Northwestern Mutual Financial Network  December 2004 - August 2007

Skills
Investment Properties, Investments, Foreclosures, Referrals, First Time Home Buyers, Real Estate, Short Sales, Relocation, REO, Listings, New Home Sales, Investors, Sellers, Buyer Representation, Finance, Condos, Single Family Homes

Education
Merrimack College   1987 — 1993
Bachelor of Science (BS), Finance, General

Mark Farnham Mark Farnham Andover, Massachusetts Details
Mark Farnham's Baystate Financial Services Experience 2008 - 2012
Job Founder at Option Scholar
Industry Financial Services
Experience
Option Scholar   2012 - Present
Baystate Financial Services   2008 - 2012
Ameriprise Financial Services, Inc.   2001 - 2008

Skills
Strategic Financial..., Options Strategies, Investment Strategies, Retirement Planning

Education
Brown University   1976 — 1980

Blake Silva Blake Silva Manchester, Connecticut Details
Blake Silva's Baystate Financial Services Experience 2006 - 2008
Job Funding Advisor at Advance Smart
Industry Financial Services
Experience
Advance Smart   May 2013 - Present
Marriott International  2010 - 2012
Enterprise Rent-A-Car  July 2009 - February 2010
FM Facility Maintenance  February 2009 - May 2009
Integrated Financial Partners  July 2008 - September 2008
Baystate Financial Services   2006 - 2008

Skills
Financial Analysis, Portfolio Management, Financial Forecasting, Sales, Investments, Insurance, Mutual Funds, Fund Accounting, Economics, Accounting, Financial Statements, Cold Calling

Education
Roger Williams University   2003 — 2008
Bachelor of Science (B.S.), Finance, General, 3.01

Manchester High School   1999 — 2003

Richard Harwood Richard Harwood Walpole, Massachusetts Details
Richard Harwood's Baystate Financial Services Experience July 2013 - Present
Job Financial Advisor/Planner Metlife Securities at Baystate Financial
Industry Financial Services
Experience
Baystate Financial Services   July 2013 - Present
John Hancock Financial Services  March 2009 - July 2013
MetLife  March 1986 - March 2009

Skills
Retirement Planning, Business Planning, Insurance, Special Needs, Investment Strategies, Annuity Sales, Non-profit Board..., municipal benefits

Education
Bridgewater State University   1976 — 1980
Bachelor of Science/Education, Health and Adaptive Physical Education

Walpole High School   1972 — 1976

Deborah Telles-Palladino Deborah Telles-Palladino Greater Boston Area Details
Deborah Telles-Palladino's Baystate Financial Services Experience July 2001 - December 2006
Job Financial Planner @ Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners  January 2007 - Present
Baystate Financial Services   July 2001 - December 2006
Advantage Financial Services/ Transamerica Life   July 1991 - July 2001
Phoenix Mutual  February 1981 - July 1991

Skills
Investments, Retirement, Retirement Planning, Wealth, Wealth Accumulation, Estate Planning, Fixed Annuities, Financial Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Finance, Asset Allocation, Investment Advisory, Strategic Financial..., Tax

Education
Montclair State University   1974 — 1977

Brooklyn College   1970 — 1973

Edick Lucas, CFP®, CLU®, ChFC® Edick Lucas, CFP®, CLU®, ChFC® Orlando, Florida Area Details
Edick Lucas, CFP®, CLU®, ChFC®'s Baystate Financial Services Experience May 2012 - April 2013
Job President, Concierge Financial Planning Group
Industry Financial Services
Experience
Lincoln Financial Securities  March 2014 - Present
Lincoln Financial Advisors  May 2013 - February 2014
Baystate Financial Services   May 2012 - April 2013
New England Securities & Baystate Wealth Management   May 2012 - April 2013
Penn Mutual  January 2012 - April 2012
Penn Mutual  September 2006 - April 2012
Penn Mutual  June 2004 - August 2006
1st Global Capital Corporation, Dallas, TX   May 2001 - June 2004
National Life Group  March 2000 - May 2001
MetLife  March 1997 - March 2000

Skills
Strategic Financial..., Life Insurance, Wealth Management, Estate Planning, Retirement Planning, Disability Insurance, Financial Advisory, Financial Services, Term Life Insurance, Long-term Care, Mutual Funds, Disability Income..., Fixed Annuities

Education
College for Financial Planning   1996 — 1998
CFP, Financial Planning

The American College   1991 — 1994
CLU/ChFC, Insurance and Financial Services

Miami Dade College
Accounting / Finance

Steven Carleton Steven Carleton San Francisco Bay Area Details
Steven Carleton's Baystate Financial Services Experience November 2009 - April 2011
Job Underwriting Analyst, CBRE Debt & Structured Finance
Industry Financial Services
Experience
CBRE  February 2015 - Present
Citco Fund Services  December 2014 - February 2015
Citco Fund Services  July 2013 - December 2014
Scott Brown for US Senate  May 2012 - November 2012
Baystate Financial Services   November 2009 - April 2011

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Capital IQ, Thompson One, Pricing Analysis, Arbitrage, Bond Pricing, Options, Derivatives, Swaps, Equities, Hedge Funds, Fixed Income, Alternative Investments, Securities, Valuation, Mutual Funds, Wealth Management

Education
Bentley University
Bachelor of Science (B.S.), Finance, General

Connor Kozin Connor Kozin San Francisco, California Details
Connor Kozin's Baystate Financial Services Experience June 2012 - August 2012
Job Investment Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates  July 2015 - Present
Focus Financial Partners  June 2014 - August 2014
Sigma Prime Ventures   July 2013 - August 2013
Q Factor Communications Corp   July 2013 - August 2013
Baystate Financial Services   June 2012 - August 2012

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Data Analysis, Photoshop, Facebook, Economics, Spanish, Social Media, Market Research

Education
Duke University   2011 — 2015
Bachelor of Science (BS), Economics

Polina Konyavsky Polina Konyavsky Greater Boston Area Details
Polina Konyavsky's Baystate Financial Services Experience March 2011 - August 2011
Job Training Coordinator Event Coordinator at KiddeFenwal
Industry Public Relations and Communications
Experience
Kidde-Fenwal  June 2015 - Present
Kidde-Fenwal  January 2015 - Present
TocoBox   January 2014 - May 2014
Law Office of David S Bograd   June 2013 - January 2014
Boston Ballet  February 2013 - May 2013
Lesley University  September 2009 - May 2013
LEWIS PR  February 2012 - April 2012
Center for Women and Enterprise  September 2011 - December 2011
Baystate Financial Services   March 2011 - August 2011
Paulette's Ballet Studio   September 2006 - May 2009

Skills
Social Media, Microsoft Office, Marketing, PowerPoint, Public Speaking, Facebook, Adobe Creative Suite, Front Office, Receptionist Duties, Russian Speaking, Customer Service, JD Edwards, Learning Management..., Events Coordination, Twitter, Instagram, Constant Contact, Raiser's Edge

Education
Lesley University   2009 — 2013
Bachelor of Science (B.S.), Communication, 3.3 GPA

Richmond, The American International University in London   2012 — 2012
Communication, 3.3 GPA

Marty McDonald Marty McDonald Greater Boston Area Details
Marty McDonald's Baystate Financial Services Experience March 2003 - December 2012
Job Vice President Employee Benefits Consultant at Marsh & McLennan Agency Company
Industry Insurance
Experience
Marsh & McLennan Agency  July 2004 - Present
Alcatraz   2001 - 2015
Alcatraz   2001 - 2015
Alcatraz   2001 - 2015
MMA  2012 - 2013
The Protector Group Insurance Agency   2004 - 2013
The Protector Group Insurance Agency   2004 - 2013
Baystate Financial Services   March 2003 - December 2012

Skills
Insurance, Employee Benefits, Securities, Disability Insurance, Health Insurance, Estate Planning, 401k, Investments, Retirement, Long-term Care, Life Insurance, Fixed Annuities, Retirement Planning, Small Business, Risk Management, Sales, Health Savings Accounts, Wealth Management, Term Life Insurance, Property & Casualty..., Underwriting

Education
Purdue University   1982 — 1986
Bachelor, Institutional Management

Anna Maria College
MBA, Business

TKE at Purdue University

Keri Tillson Keri Tillson Greater Boston Area Details
Keri Tillson's Baystate Financial Services Experience 2001 - 2004
Job Managing Partner at Tillson Recruiters, LLC
Industry Insurance
Experience
Tillson Recruiters, LLC   2010 - Present
Hoffman Recruiters  April 2004 - 2010
Baystate Financial Services   2001 - 2004
Lynx, Inc.   1999 - 2001

Skills
Financial Services, Insurance, Property & Casualty..., General Insurance, Human Resources, Vendor Management, Professional Liability, Management, Recruiting, Brokers, Commercial Lines, Underwriting, Employee Benefits, Marketing

Education
Boston College   1995 — 1999
Bachelor of Arts (B.A.), English

Notre Dame Academy   1991 — 1995

Trevor Bostic Trevor Bostic Brunswick, Maine Details
Trevor Bostic's Baystate Financial Services Experience February 2012 - May 2012
Job Sales Representative at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson   December 2013 - Present
C.H. Robinson   December 2012 - Present
Big Top Deli   June 2010 - December 2012
Baystate Financial Services   February 2012 - May 2012
Lesley University  December 2009 - May 2012

Skills
Social Media, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Social Networking, Microsoft Excel, Time Management, Data Entry

Education
Lesley University   2008 — 2012
Bachelor of Science (BS), Business Management and Communications

Christine A. Morgan Christine A. Morgan Portland, Maine Area Details
Christine A. Morgan's Baystate Financial Services Experience May 2005 - September 2012
Job Graphic Artist and Fine Art Oil Painter
Industry Fine Art
Experience
Christine Morgan Designs   September 2003 - Present
christinemorgandesigns.com   1985 - Present
Baystate Financial Services   May 2005 - September 2012
Modern Woodmen of America  May 2003 - April 2005
Key Bank  1992 - 1995

Skills
Art, Customer Service, Disability Insurance, Facebook, Galleries, Investments, Management, Oil Painting, Painting, Small Business, Social Media, Abstraction, Graphics, Fine Art, Visual Arts, Sculpture, Contemporary Art, Art History, Graphic Design, Public Speaking

Education
University of Massachusetts Dartmouth   1987 — 1990
BA, Visual Arts

Dean College   1985 — 1987
Associate, Fine Art

Biddeford High School   1981 — 1985

Derek Osbahr Derek Osbahr Nahant, Massachusetts Details
Derek Osbahr's Baystate Financial Services Experience June 2013 - August 2013
Job Finance Intern at Vertex Pharmaceuticals
Industry Financial Services
Experience
Vertex Pharmaceuticals  May 2014 - Present
Baystate Financial Services   June 2013 - August 2013
Professional Profiles   June 2011 - June 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Healthcare, Financial Analysis

Education
Bentley University   2013 — 2017

St. John's Prep   2009 — 2013
High School Diplomoa, College Preparatory

Stephen Szostek, CFP® Stephen Szostek, CFP® Westbrook, Maine Details
Stephen Szostek, CFP®'s Baystate Financial Services Experience January 2012 - Present
Job Financial Advisor and Registered Representative with New England Securities at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   January 2012 - Present

Skills
Personal Financial..., Life Insurance, Long Term Care Insurance, Disability Insurance, Wealth Accumulation, Multi-generational...

Education
Merrimack College
Accounting

New Hampshire College
Master of Business Administration (MBA), Management

William Randle William Randle Concord, Massachusetts Details
William Randle's Baystate Financial Services Experience September 2013 - December 2013
Job Associate at Parthenon EY
Industry
Experience
Parthenon-EY  Marketing InternAbiomedMay 2014 - August 2014
Baystate Financial Services   September 2013 - December 2013
Semprus BioSciences  June 2013 - August 2013

Skills
Marketing, Financial Analysis, Marketing Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Data Analysis, Research, Financial Modeling, Market Research

Education
Cornell University   2009 — 2015
Bachelor of Arts (B.A.), Economics

Cornell University
Bachelor of Arts (B.A.), Economics

Shaun Erickson, CFP® Shaun Erickson, CFP® Boston, Massachusetts Details
Shaun Erickson, CFP®'s Baystate Financial Services Experience 2001 - 2012
Job Partner at Single Point Partners
Industry Financial Services
Experience
Single Point Partners   June 2012 - Present
Baystate Financial Services   2001 - 2012

Education
Bentley College   1996 — 2000
Bachelor of Science, Finance

John Breedlove, CLU John Breedlove, CLU Greater Boston Area Details
John Breedlove, CLU's Baystate Financial Services Experience 2003 - 2006
Job Managing Partner at The Moody Street Group, LLC
Industry Financial Services
Experience
The companies of OneAmerica   2011 - Present
The Moody Street Group, LLC  2011 - Present
128 Alliance Financial, An Office of MetLife   2006 - 2010
Baystate Financial Services   2003 - 2006
New England Financial  1998 - 2003
Prudential Preferred Financial   1980 - 1997

Education
Colby College   1972 — 1978
BA, History

Phillips Exeter Academy   1971 — 1972

Boys Town   1967 — 1971
HS, College Prep

Eva Jacob Eva Jacob Greater Boston Area Details
Eva Jacob's Baystate Financial Services Experience May 2013 - Present
Job Client Service Manager, Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   May 2013 - Present
iCorps Technologies  May 2012 - September 2012
American Program Bureau  June 2011 - August 2011
Baystate Financial Services   June 2011 - August 2011
Bentley University CLIC Lab   January 2011 - May 2011
Bentley University  June 2010 - July 2010
Boston Smile Center and Laser Dentistry   October 2007 - April 2008

Skills
Marketing Strategy, SEO, Microsoft Office, Social Media, Salesforce.com, Strategic Financial..., Manage Client..., Superior Client Service, Client Service Oriented, Leadership, Marketing

Education
Bentley University   2009 — 2013
Bachelor of Science, Management and Liberal Studies

Audencia Nantes School of Management   2011 — 2012

Brookline High School   2005 — 2009
Diploma

Rob Rejewski Rob Rejewski Greater Boston Area Details
Rob Rejewski's Baystate Financial Services Experience 2006 - 2007
Job Regional Director at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group  March 2015 - Present
John Hancock Insurance  January 2014 - March 2015
John Hancock Life Insurance Company (U.S.A.)   July 2008 - January 2014
Society of Financial Service Professionals  May 2012 - May 2013
John Hancock Life Insurance Company (U.S.A.)   February 2007 - July 2008
Baystate Financial Services   2006 - 2007
DMI Marketing  2003 - 2006
New England Financial  2003 - 2003
MetLife  2001 - 2003
Prudential Financial  2000 - 2001

Skills
Certified Financial..., CLU, Life Insurance, Estate Planning, Succession Planning, Long-term Care, Financial Planners, Financial Services, Continuing Education, ChFC, Insurance, Business Planning, Series 7, Finance, Financial Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
MBA, Business, Management, Marketing, and Related Support Services

Bentley University   1993 — 1997
Bachelor of Science, Management

Roger Hill Roger Hill Greater Boston Area Details
Roger Hill's Baystate Financial Services Experience July 2010 - December 2011
Job Enrolled Agent/Tax Preparer at Colonna Financial Services, Inc.
Industry Accounting
Experience
Colonna Financial Services, Inc.   December 2011 - Present
Baystate Financial Services   July 2010 - December 2011
Centinel Financial Group, LLC  September 1993 - June 2010
New England Financial, A MetLife Company  2002 - 2003
Baring Asset Management  2001 - 2002

Skills
FINRA Registered Series..., Corporate and..., Corporate Accounting, Auditing, Corporate Finance, Income Tax, Sales Tax, State Tax, Financial Planning, Finance, Financial Analysis, Preparation, Mutual Funds

Education
Bentley University   1996 — 2000
Bachelor's degree, Finance, General, 3.55

Christopher J. O'Connell Christopher J. O'Connell Greater Boston Area Details
Christopher J. O'Connell's Baystate Financial Services Experience 2000 - 2001
Job Senior Vice President, Regional Market Executive at Webster Private Bank
Industry Investment Management
Experience
Webster Private Bank   June 2015 - Present
Boston Private Bank & Trust Company  January 2011 - May 2015
Boston Private Bank & Trust Company  June 2001 - January 2011
Baystate Financial Services   2000 - 2001
Commonwealth Financial Group  1994 - 2000
UNICCO Service Company  1991 - 1994
Spaulding & Slye Colliers  1987 - 1991
United States Army, United States/Europe   1981 - 1987

Skills
Asset Managment, Risk Management, Team Building, Strategic Planning, Process Improvement, Due Diligence, Financial Analysis, Mergers, New Business Development, Portfolio Management, Business Development, Project Management, Budgets, Management, Start-ups, Sales, Mergers & Acquisitions, Business Strategy, Asset Management, Program Management, Operations Management, Investments, Change Management, Finance, Management Consulting, Leadership

Education
United States Military Academy at West Point   1977 — 1981
BS, General Engineering

Belmont Hill School   1970 — 1977
HS

U.S. Army Ranger School   1969 — 1970

Babson College   1968 — 1969
The Leadership Institute

U.S. Army Airborne School   1968 — 1969

U.S. Army Pathfinder School   1967 — 1968

U.S. Army Infantry Officer Advance Course   1966 — 1967

U.S. Army Air Defense Artillery Officer Basic Course   1965 — 1966

Dennis Galvin Dennis Galvin Greater Boston Area Details
Dennis Galvin's Baystate Financial Services Experience June 2008 - December 2011
Job Director at Kulch Insurance Group, LLC
Industry Financial Services
Experience
Kulch Insurance Group, LLC   March 2014 - Present
Financial Operations Leaders in Boston MA   2013 - Present
New England Investment & Retirement Group, Inc.   January 2012 - December 2012
Baystate Financial Services   June 2008 - December 2011
MassMutual Financial Group  February 2002 - July 2008
Bank of Boston  January 1984 - June 2000

Skills
Financial Operations, Financial Services, Banking, Strategy, Financial Analysis, Financial Reporting, Operations Management, Business Process..., Operational Excellence, Project Management, Business Development, Strategic Financial..., Series 7, Series 63, Life Insurance, Securities, Mutual Funds, Commercial Banking, Wealth Management, Asset Allocation, Investments, Investment Management, Loans, Wealth Management..., Long-term Care, Stocks, Due Diligence, Financial Markets, Managerial Finance, Management, Leadership, Analysis, Finance, Retirement Planning, Budgets, Team Building, Sales, Insurance, Accounting, Process Improvement, Relationship Management

Education
Colgate University   1979 — 1983
BA, Liberal Arts

Mason Wetherald Mason Wetherald Greater Boston Area Details
Mason Wetherald's Baystate Financial Services Experience June 2011 - August 2011
Job Business Analyst at State Street
Industry Financial Services
Experience
State Street  May 2015 - Present
State Street  September 2013 - May 2015
State Street  November 2012 - September 2013
Baystate Financial Services   June 2011 - August 2011
Allwether Marine Services   October 2009 - May 2011

Skills
Bloomberg, Excel, PowerPoint, Word, Factset, Peachtree, Crystal Ball, Factiva, Morningstar, Crystal Reports, Analysis, Microsoft Word, Microsoft Excel

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master's degree, Finance

Bentley University   2008 — 2012
Bachelor's degree, Economics-Finance; Global Perspectives; Management Minor

Justin Slattery Justin Slattery Greater Boston Area Details
Justin Slattery's Baystate Financial Services Experience June 2013 - Present
Job Financial Representative & Registered Representative New England Securities at Baystate Financial
Industry Insurance
Experience
Baystate Financial Services   June 2013 - Present
MetLife  August 2006 - Present
Association of Tennis Professionals  May 2004 - February 2006

Skills
Insurance, Disability Insurance, Underwriting, Employee Benefits, Life Insurance, Retirement

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2004
Finance

Central Catholic High School   1996 — 2000
High School Diploma

Erik Potts,CFP®,RICP®,CLTC Erik Potts,CFP®,RICP®,CLTC Portsmouth, New Hampshire Details
Erik Potts,CFP®,RICP®,CLTC's Baystate Financial Services Experience 2003 - August 2014
Job President at Panorama Wealth Strategies
Industry Financial Services
Experience
Panorama Wealth Strategies   September 2014 - Present
Baystate Financial Services   2003 - August 2014

Skills
Certified Financial..., Strategic Financial..., Investments, Securities, Series 6, Series 7, Series 63, Series 66, Accident Life and Health, Retirement Income..., Wealth Management, Retirement, Forecasting, Financial Modeling, Budgets, Analysis, Estate Planning, Financial Analysis, RIA, Certified Divorce..., Retirement Income..., Life Insurance, Finance, Financial Services

Education
Bentley University   1999 — 2003
BS, Finance

Salem High School   1995 — 1999

Laurie Kane Burkhardt, CFP® Laurie Kane Burkhardt, CFP® Boston, Massachusetts Details
Laurie Kane Burkhardt, CFP®'s Baystate Financial Services Experience 2006 - 2010
Job Wealth Manager at Modera Wealth Management, LLC
Industry Financial Services
Experience
Modera Wealth Management, LLC  2014 - Present
Modera Wealth Management  2012 - 2014
LPL Financial  2011 - 2012
Rockland Trust Company  2010 - 2011
Baystate Financial Services   2006 - 2010
MetLife  1999 - 2004
MetLife  1992 - 1999
New England Financial  1980 - 1992

Education
Harvard University
BA

Boston University Graduate School of Management
MBA

Paul Means Paul Means Greater Boston Area Details
Paul Means's Baystate Financial Services Experience 1980 - 1990
Job Broker
Industry Insurance
Experience
McLaughlin Insurance Agency   March 2009 - Present
Middlesex Community College  2005 - 2012
Mass. Association of Colleges of Nursing   March 2008 - June 2011
Mass. Housing Finance Agency  1995 - 2007
Tonrey and Means   1990 - 1995
Baystate Financial Services   1980 - 1990
Hastings Tapley Insurance   1977 - 1980

Skills
Government Relations, Government, Public Speaking, Fundraising, Policy, Community Outreach, Lobbying, Politics, Program Development, Employee Benefits, Community Development, Retirement Planning, Legislative Relations, Volunteer Management, Leadership, Public Policy, Policy Analysis, Speech Writing, Political Campaigns, Strategic Communications, Grants, Legislation, Grassroots Organizing, Media Relations, Nonprofits, Coalitions, Grassroots

Education
Northeastern University   1970 — 1973
Masters, Education

Bridgewater State University   1963 — 1967
BA, History

Luis Jaimes Luis Jaimes Greater Boston Area Details
Luis Jaimes's Baystate Financial Services Experience July 2011 - July 2012
Job Business Manager at Audio Spectrum Inc
Industry Financial Services
Experience
Audio Spectrum Inc   June 2014 - Present
Baystate Financial  July 2012 - June 2014
Baystate Financial Services   July 2011 - July 2012

Skills
Life Insurance, Recruiting, Microsoft Word, Microsoft Excel, Disability Insurance, Employee Benefits, Microsoft Office, PowerPoint, Excel, Professional Audio, Professional Lighting, Accredited Staging..., Video Production

Education
Northeastern University   2009 — 2012
Bachelor of Science (B.S.), Economics

Assumption College   2007 — 2008
Business Administration, Management and Operations

Xaverian Brothers High School   2003 — 2007

Ray Madison Ray Madison Greater Philadelphia Area Details
Ray Madison's Baystate Financial Services Experience February 2012 - August 2012
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - September 2015
Northwestern Mutual  May 2013 - August 2013
Cambridge Youth Programs  June 2012 - August 2012
Baystate Financial Services   February 2012 - August 2012
Diversified Community Services  June 2011 - August 2011
Jako Enterprises, Ltd  December 2008 - October 2009

Skills
Leadership, Customer Service, Public Speaking, Microsoft Office, PowerPoint, Social Media, Social Networking, Strategic Planning, Social Skills, Project Planning, Marketing Communications, Personal Finance, Financial Planning, Management, Financial Analysis, Bloomberg, SAP, Microsoft Excel, Microsoft Word, Analysis, Team Building, Finance

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Management

Michael Nadeau Michael Nadeau Walpole, Massachusetts Details
Michael Nadeau's Baystate Financial Services Experience January 2014 - May 2014
Job Asssistant Property Manager at The Dartmouth Group
Industry Financial Services
Experience
The Dartmouth Group  August 2015 - Present
Citizens Bank  March 2015 - May 2015
Baystate Financial Services   January 2014 - May 2014
Axial Financial Services $ Swift Financial Services   May 2012 - August 2013
Stelios Pizzeria   June 2009 - August 2013
New Seabury Country Club  May 2008 - August 2010

Skills
Team Leadership, Microsoft Office, Customer Service, Project Management, Public Speaking, Research, Teamwork, English, Management, Social Media, Financial Analysis, Analysis, Facebook, Social Networking

Education
Bryant University   2012 — 2015
Bachelor of Science (B.S.), Finance, General

Walpole High School   2007 — 2011

Jill Adelson Jill Adelson Greater Boston Area Details
Jill Adelson's Baystate Financial Services Experience November 2007 - July 2008
Job Lead Financial Analyst at The MITRE Corporation
Industry Defense & Space
Experience
The MITRE Corporation  March 2015 - Present
The MITRE Corporation  July 2008 - March 2015
Baystate Financial Services   November 2007 - July 2008
Lockheed Martin  February 2004 - November 2007

Skills
Financial Analysis, Program Management, Process Improvement, Data Analysis, Project Management, Analysis, Leadership, Budgets, Management, Forecasting, Marketing, Business Analysis

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2013
M.B.A.

University of New Hampshire   1999 — 2003
B.A., Communications, Business Administration

Chris Campbell, CRPC Chris Campbell, CRPC Greater Boston Area Details
Chris Campbell, CRPC's Baystate Financial Services Experience January 2007 - April 2013
Job Financial Advisor at Voya Financial Advisors
Industry Financial Services
Experience
Wealth Advisory Services, LLC - Voya Financial Advisors   April 2013 - Present
Baystate Financial Services   January 2007 - April 2013
Ameriprise Financial Services, Inc.   2004 - 2007

Education
Fairfield University   1999 — 2003
Bachelor of Sciene, Finance

Christopher McAuley Christopher McAuley Greater Boston Area Details
Christopher McAuley's Baystate Financial Services Experience 1987 - 1997
Job VP Distribution Operations at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts  January 2015 - Present
SBLI of Massachusetts  January 2011 - December 2014
SBLI of Massachusetts  April 2007 - December 2010
Aviva USA  December 1999 - March 2007
Commonwealth Financial Group  1997 - 1999
Baystate Financial Services   1987 - 1997
USMC  1988 - 1992

Skills
Annuities, Term Life Insurance, Team Building, Customer Relations, Insurance, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Leadership, Customer Service, Management, Brokers, Employee Benefits, Training, Health Insurance, Sales Operations, Disability Insurance, Financial Services, Risk Management, Retirement Planning, Long-term Care, Underwriting, Whole Life

Education
Boston University Center for Professional Education   2004 — 2006
Certificate, Financial Planning

Anna Maria College   1999 — 2003
Business Management

Quincy College   1995 — 1999
Associate, Business

Braintree High School

Patricia Noe Patricia Noe Greater Boston Area Details
Patricia Noe's Baystate Financial Services Experience August 2011 - Present
Job
Industry Financial Services
Experience
Baystate Financial Services   August 2011 - Present
Waddell & Reed  March 2006 - August 2011
Brown, Rudnick, Freed & Gesmer   January 1996 - April 2000
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   December 1992 - December 1995
Document Automation Corp. / Discovery Systems, Inc.   1988 - 1992

Education
Simmons School of Management
MBA, Business

Boston University
BA, History

Anthony J. Zelayandia Anthony J. Zelayandia Dallas, Texas Details
Anthony J. Zelayandia's Baystate Financial Services Experience June 2011 - July 2012
Job Corporate Investment Bank Transaction Processing Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  2013 - Present
John Hancock Financial Services  August 2012 - August 2013
Baystate Financial Services   June 2011 - July 2012
New England Securities  June 2011 - July 2012
College of the Holy Cross  October 2007 - May 2011
L.A.S.O.   August 2007 - May 2011
Cass Information Systems  June 2010 - August 2010
Sports Alive   October 2008 - May 2010

Skills
Management, Fixed Annuities, Spanish, Insurance, Investments, Finance, Teamwork, Research, Retirement, Financial Analysis, Mutual Funds, Series 63, Securities, Series 7

Education
College of the Holy Cross   2007 — 2011
Liberal Arts, Economics and Modern Languages and Literature (Spanish)

South High School   2003 — 2007

Steven Williamson Steven Williamson Greater Boston Area Details
Steven Williamson's Baystate Financial Services Experience March 2011 - December 2013
Job Relationship Manager at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates  November 2014 - Present
Brook Venture Partners  January 2014 - November 2014
Baystate Financial Services   March 2011 - December 2013

Education
Babson College - Franklin W. Olin Graduate School of Business   2013 — 2015

Sacred Heart University   2003 — 2007
Bachelor of Arts, Business Administration; Marketing

The University of Notre Dame Australia   2006 — 2006

Duston Ladieu, CFP®, MST, AEP Duston Ladieu, CFP®, MST, AEP Greater Boston Area Details
Duston Ladieu, CFP®, MST, AEP's Baystate Financial Services Experience April 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Baystate Financial Services   April 2005 - Present
1717 Capital Management   September 2000 - March 2005
John Hancock Financial Services  November 1997 - September 2000

Education
Bentley University   2004 — 2005
MST, Taxation

Keene State University   1990 — 1995
BS, Business Management & Occupational Safety

Carol O'Regan Carol O'Regan Greater Boston Area Details
Carol O'Regan's Baystate Financial Services Experience May 2010 - September 2011
Job Human Resources Operations at Draper Laboratory
Industry Human Resources
Experience
Draper Laboratory  January 2012 - Present
Draper Laboratory  September 2011 - January 2012
Baystate Financial Services   May 2010 - September 2011
Tufts University  October 2010 - December 2010
Strategic Financial Partners (merged with Baystate Financial Services 2010   May 2010 - October 2010
Tufts Medical Center  February 2010 - May 2010
Strategic Financial Partners  June 2009 - September 2009
Linden Ponds  April 2009 - June 2009
Stoughton/Sharon Public Schools   September 1996 - June 2007

Skills
Employee Benefits, Training, Personnel Management, Human Resources, Recruiting, Organizational..., Onboarding, New Hire Orientations, Applicant Tracking...

Education
Suffolk University   2008 — 2010
M.S., Human Resources Management

Lesley University   1974 — 1978
BS, Education

Colby Hart Colby Hart Dallas/Fort Worth Area Details
Colby Hart's Baystate Financial Services Experience September 2009 - January 2011
Job Regional Vice President at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US  March 2015 - Present
Columbia Threadneedle Investments, US  January 2011 - March 2015
BNI Newton Connectors   March 2010 - January 2011
Baystate Financial Services   September 2009 - January 2011
The Country Club, Brookline   May 2001 - August 2009
Baystate Financial Services   June 2008 - August 2008
Dale Carnegie Training  June 2008 - August 2008

Skills
Series 6, Series 7, Series 63, Series 66

Education
Elon University   2005 — 2009
BS, Business Administration: Finance; Minor: Economics

Elon University - Martha and Spencer Love School of Business   2005 — 2009
BS, Business Administration: Finance; Minor: Economics

Brookline High School   2001 — 2005

Jeffrey Tomaneng Jeffrey Tomaneng Greater Boston Area Details
Jeffrey Tomaneng's Baystate Financial Services Experience February 2002 - June 2007
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Lincoln Investment  January 2009 - Present
Financial Planning Association (FPA)   September 2014 - Present
Financial Planning Association (FPA) of Massachusetts   January 2011 - December 2013
Financial Planning Association  September 2011 - October 2012
Financial Planning Association  July 2007 - October 2010
U.S. Wealth Management   June 2007 - December 2008
NAIFA-Greater Massachusetts   July 2006 - June 2008
Baystate Financial Services   February 2002 - June 2007
Bryant University Executive Development Center   April 2006 - July 2006
Citizens Bank  January 2001 - February 2002

Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners

Education
College for Financial Planning   2006 — 2012
CMFC®, AAMS®, Investment Planning

The American College   2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching

New York University   2003 — 2003
Certificate, Financial Planning

Kaplan University   2001 — 2003
Certificate, Financial Planning

Washington University in St. Louis - Olin Business School   1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance

Washington University in St. Louis   1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor

McLeansboro High School   1984 — 1988
Diploma

Robert M. Mustard, Jr. Robert M. Mustard, Jr. Duxbury, Massachusetts Details
Robert M. Mustard, Jr.'s Baystate Financial Services Experience November 2007 - September 2010
Job
Industry Financial Services
Experience
New York Life Insurance Company  December 2011 - Present
Plymouth Aircraft Sales   June 2006 - December 2011
Commonwealth Financial Group  October 2010 - November 2011
Baystate Financial Services   November 2007 - September 2010
Eastward Ho! CC   1960 - 2010
Mass Mutual  May 2005 - October 2007
LoanSnap.com  October 2004 - April 2005
Wonder Pizza   2004 - 2004
Sentient Jet  2000 - 2004
eBizJets/Sentient Jet   1999 - 2003

Skills
Aviation, Commercial Pilot, Financial Planning, Risk Management, Estate Planning, Business Planning, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Start-ups, Business Strategy, Strategic Planning, Analysis, Mortgage Lending, Asset Management, Commercial Aviation, Finance, Business Development, Training, Investments, Portfolio Management, Strategy, Sales, Financial Modeling, Financial Analysis, Marketing, Securities, Mutual Funds

Education
Arizona State University   1975 — 1976

Dartmouth College   1967 — 1971
B.A.

Berkshire School   1964 — 1967

Wellesley High School   1963 — 1966

Andy Skelton Andy Skelton Greater Boston Area Details
Andy Skelton's Baystate Financial Services Experience September 2009 - December 2009
Job Applications Specialist at MEDITECH
Industry Computer Software
Experience
MEDITECH  August 2010 - Present
Baystate Financial Services   September 2009 - December 2009
Barton and Associates  June 2009 - August 2009
Endicott College  September 2007 - May 2008
Fidelity Investments  May 2007 - August 2007

Skills
Financial Analysis, Management, Meditech, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Salesforce.com, Microsoft Word, Healthcare Information..., Software Implementation, Data Analysis, Software Documentation, Process Improvement, Social Media, Access, Sales, Business Development

Education
Endicott College   2006 — 2010
Business Administration, Finance, Computer Science

John Cabot University   2008 — 2009
Business Administration

Northeastern University

Northeastern University

Northeastern University

Eric Lazzari, AIF® Eric Lazzari, AIF® Greater Boston Area Details
Eric Lazzari, AIF®'s Baystate Financial Services Experience June 2000 - March 2003
Job Independent Retirement Plan Consultant
Industry Financial Services
Experience
Capitol 401k   March 2005 - Present
Bearing Financial Services   May 2003 - Present
Baystate Financial Services   June 2000 - March 2003

Skills
Qualified Retirement..., 401k, Retirement Planning, Retirement, Mutual Funds, Series 7, Investments, Pensions, Profit Sharing, Wealth Management, Asset Allocation, Investment Advisory, Fiduciary, Investment Management, Securities, Retirement Plan..., Finance

Education
Bentley University   1994 — 1998
Finance

Marian H.S.

Jennifer Keyes Jennifer Keyes Medway, Massachusetts Details
Jennifer Keyes's Baystate Financial Services Experience August 2009 - March 2011
Job New Business Associate
Industry Insurance
Experience
93 Financial Group, LLC   May 2011 - September 2013
Baystate Financial Services   August 2009 - March 2011
Northwestern Mutual Life  May 2005 - December 2008
Bankers Life and Casualty  November 2003 - October 2004
Fort Banks Elementary School   November 2002 - August 2003
Melmark of New England   August 2001 - October 2002

Skills
Fixed Annuities, Customer Service, Customer Advocacy, Childcare, Special Needs..., Life Insurance, Investments, Disability Insurance, Sales, Underwriting, MA Notary Public, Project Management, Long Term Care Insurance, Finance, New Business Development, Retirement Planning, Mutual Funds, Series 6, Securities, Loans, Variable Annuities, Microsoft Office, Client Record Management

Education
Bridgewater State University   1997 — 2001
Bachelors of Science, Psychology

Devon Black Devon Black Walpole, Massachusetts Details
Devon Black's Baystate Financial Services Experience December 2013 - Present
Job Agency Assistant at Baystate Financial Services
Industry Human Resources
Experience
Baystate Financial Services   December 2013 - Present
Mercer  May 2013 - December 2013
Gallery Automotive Group  June 2010 - May 2013

Skills
Performance Management, Benefits Administration, Process Improvement, Microsoft Excel, Employee Relations, Leadership, Management, Microsoft Office, Customer Service, Human Resources

Education
University of Massachusetts at Amherst - Isenberg School of Management   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Dennis Doble Dennis Doble Greater Boston Area Details
Dennis Doble's Baystate Financial Services Experience January 2005 - February 2010
Job Financial Adviser, Partner at Doble LeBranti Financial Group, LLC
Industry Financial Services
Experience
Doble LeBranti Financial Group, LLC   February 2010 - Present
Baystate Financial Services   January 2005 - February 2010
Winslow Evans & Crocker  January 2004 - January 2005
Allmerica Financial  November 2001 - January 2004
Goldman Sachs  September 1999 - April 2001

Skills
Mutual Funds, Portfolio Management, Retirement, Private Equity, Insurance, Finance, Investment Strategies, Strategic Financial..., Asset Management, Fixed Income, Real Estate, Economics, Investment Management, Equities, Financial Modeling, Investment Advisory, Life Insurance, Disability Insurance, 401k, 401k Rollovers, QDRO Investment..., Estate Planning..., Inheritance Tax Planning, Personal Tax Planning, 529 Plans, College Education..., Employer-Sponsored...

Education
Harvard University   1992 — 1996
BA, Economics

Burlington High School   1988 — 1992

Van Hess Van Hess Manhattan Beach, California Details
Van Hess's Baystate Financial Services Experience May 2004 - January 2009
Job Partner at Aligne Wealth Preservation & Insurance Group
Industry Financial Services
Experience
Aligne Wealth Preservation & Insurance Group   January 2009 - Present
Baystate Financial Services   May 2004 - January 2009

Skills
Wealth Management, Investments, Series 7, Series 63, Series 65, Insurance, Financial Advisory, Financial Services, Wealth, Financial Planners, Securities, Investment Management, Investment Advisory, 401k, Estate Planning, Financial Planning, Finance

Education
Bentley University   2000 — 2004
Bachelor of Science (B.S.), Finance, General

Michael L. Gearin Michael L. Gearin Boston, Massachusetts Details
Michael L. Gearin's Baystate Financial Services Experience January 2013 - June 2013
Job Manager of Business Development at Off Wall Street Consulting Group
Industry Financial Services
Experience
Off Wall Street Consulting Group   November 2014 - Present
Fidelity Investments  July 2013 - October 2014
Baystate Financial Services   January 2013 - June 2013
Fidelity Capital Markets  January 1999 - November 2012
Fidelity Capital Markets  January 1990 - January 1999
Fidelity Capital Markets  January 1989 - January 1990
Fidelity Investments  January 1988 - January 1989

Skills
Equities, Mutual Funds, Financial Services, Hedge Funds, Series 63, Series 7, Bloomberg, Trading, Options, Securities, Electronic Trading, Prime Brokerage, Alternative Investments, Capital Markets, Relationship Management, Finance, Equity Trading, Fidessa, Business Development, Strategy, Cross Selling, Team Building, Networking, Closed-end Funds, Securities Lending, Investments, IPO, Strategic Prospecting, Economics, Microsoft Excel, Research, Series 65, ETFs, FINRA, Venture Capital, Private Equity, Fixed Income, MLPs, Research Sales, Commission Sharing..., Syndicate, Follow on Offerings, PIPEs, SPACs, HNW, StreetAccount.com, BigDough,com/Ipreo, Salesforce.com

Education
Boston Latin School   1977 — 1982
Classical/ College Prep Curriculum at the Oldest School in the Nation...Sumus Primi!

UMass Boston
BA, Economics

Erik Berge Erik Berge Greater Boston Area Details
Erik Berge's Baystate Financial Services Experience April 2009 - September 2009
Job Financial Advisor with GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC   September 2010 - Present
Marsh & McLennan Agency  September 2009 - September 2010
Baystate Financial Services   April 2009 - September 2009
Law Office of Joseph E. Mulligan, III   April 2008 - January 2009
Law Office of Bryan S. MacCormack, PC   August 2005 - April 2008
United States Navy JAG Corps   May 2005 - August 2005

Education
Suffolk University Law School   2004 — 2007
Doctor of Law (J.D.), Law

College of the Holy Cross   1998 — 2002
Bachelor of Arts (B.A.), English, Visual Arts: Studio

Dennis Guappone Dennis Guappone Greater Boston Area Details
Dennis Guappone's Baystate Financial Services Experience January 1980 - December 1989
Job Senior Vice President at United Benefit Services
Industry Insurance
Experience
United Benefit Services  February 2011 - Present
United Benefit Services  January 2000 - February 2011
Group Benefit Advisors   January 1990 - December 1999
Baystate Financial Services   January 1980 - December 1989

Skills
Health Insurance, Life Insurance, Insurance, Employee Benefits, New Business Development, Account Management, Sales, Brokers, Customer Service, Start-ups, Consulting, Health Savings Accounts, Strategic Planning, Healthcare, Disability Insurance, Dental Insurance, Employee Wellness..., HR Technology, Benefits Compliance

Education
The American College   1995 — 1996
MS, Management

Bethany College   1966 — 1970
BA, Economics

Phil Preskenis Phil Preskenis Greater Boston Area Details
Phil Preskenis's Baystate Financial Services Experience September 2011 - Present
Job Marketing Coordinator at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   September 2011 - Present
State Street Bank  June 2010 - February 2012
Computershare  May 2009 - August 2009

Education
Boston College   2006 — 2010
Human Development, Marketing, History

Peter Gaines, ChFC®, CLU®, CRPC® Peter Gaines, ChFC®, CLU®, CRPC® Greater Boston Area Details
Peter Gaines, ChFC®, CLU®, CRPC®'s Baystate Financial Services Experience 2002 - 2006
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners  October 2006 - Present
Baystate Financial Services   2002 - 2006
Berkshire Life Insurance Company  January 1999 - December 2000
CIGNA Financial Advisors  May 1992 - December 1998
Baystate Financial Services   1979 - 1992
Steffian Bradley Architects  1973 - 1979

Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning

Education
The American College   1982 — 1984

Notheastern University   1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration

College for Financial Planning

Loann West Loann West Malden, Massachusetts Details
Loann West's Baystate Financial Services Experience 2004 - 2007
Job Design Coordinator at Harvard Business Review
Industry Marketing and Advertising
Experience
Harvard Business Review  January 2014 - Present
Self Employed  2000 - Present
TechTarget  2013 - 2013
History Compass   2013 - 2013
Impact Communications  August 2010 - August 2011
U.S. Wealth Management, LLC   June 2007 - August 2010
Boston Fringe Theater   1999 - 2008
Baystate Financial Services   2004 - 2007
Golden Care  December 2004 - December 2006
Useful People   2004 - 2006

Skills
Excel, Word, PowerPoint, Publisher, Dreamweaver, Photoshop, Adobe Designer, Social Media, Copywriting, Social Media Marketing, Marketing, Microsoft Word, Microsoft Excel, Event Planning, Facebook, Social Networking, Newsletters, Creative Writing, Blogging, Event Management, Graphic Design, Editing, Time Management

Education
Amherst College   1989 — 1996
BA, English, Theater, Film Studies

Grandview High School   1986 — 1989

Bill Ahearn Bill Ahearn Greater Boston Area Details
Bill Ahearn's Baystate Financial Services Experience June 2000 - May 2010
Job Finance & Insurance
Industry Financial Services
Experience
MML Investors Services, LLC  May 2010 - Present
Otis & Ahearn, Inc.   May 2005 - Present
Baystate Financial Services   June 2000 - May 2010
New England Financial  July 2001 - May 2005
Amica Insurance  June 2000 - July 2001
Baystate Financial Services   July 1997 - June 2000
Prudential Insurance  May 1978 - July 1997

Skills
Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Life Insurance, Mutual Funds, Series 6, Retirement, Long-term Care, Strategic Financial..., Series 7, Estate Planning

Education
American College   1985 — 1994
CLU, ChFC

Babson College   1973 — 1976
BS, Marketing

Boston College   1972 — 1973

Paul Tamagni Paul Tamagni Greater Boston Area Details
Paul Tamagni's Baystate Financial Services Experience 2001 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Baystate Financial Services   2001 - Present
Verizon  January 1995 - December 2000
Verizon  January 1992 - December 1995

Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Investments, Risk Assessment, Investment Planning, Business Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Health Insurance, Securities, Finance, Customer Service, Leadership, Small Business, Insurance, Management, Risk Management, Financial Services

Education
Framingham State University
Bachelor of Science, Business Administration

Southern Connecticut State University

Brian Vocino Brian Vocino Boston, Massachusetts Details
Brian Vocino's Baystate Financial Services Experience 2010 - 2011
Job Anesthesia Sales Specialist at Teleflex Medical
Industry Hospital & Health Care
Experience
Teleflex Medical  March 2015 - Present
Fresenius Medical Care  2012 - March 2015
Investment Professionals, Inc.   2011 - 2012
Baystate Financial Services   2010 - 2011
Natixis  2007 - 2008
Columbia Management  2005 - 2007
Putnam Investments  2002 - 2005
STRIVE  1995 - 1999

Skills
Financial Analysis, Insurance, Series 63, Finance, Series 7, Asset Management, Financial Services, Long-term Care, Sales, Hospitals, Healthcare

Education
Merrimack College   1996 — 2001
Business, Management and Finance

Pope John High XXIII   1995 — 1996

Christopher Eklund Christopher Eklund Greater Boston Area Details
Christopher Eklund's Baystate Financial Services Experience January 2011 - Present
Job
Industry Financial Services
Experience
Baystate Financial Services   January 2011 - Present
BNY Mellon Wealth Management  August 2006 - November 2009
BNY Mellon Wealth Management  August 2004 - July 2006
State Street Corporation  February 1999 - July 2004
Abercrombie & Fitch Co.   September 1996 - August 1998

Education
Boston University/Boston Institute of Finance   2009 — 2012
Certificate in Financial Planning

Boston University Questrom School of Business   2001 — 2003
Master of Science, Investment Management

Boston College   1992 — 1996
Bachelor of Arts, Economics and Sociology

St. Paul's School   1988 — 1992
High School

Glenn Noland, CLU, ChFC Glenn Noland, CLU, ChFC Greater Boston Area Details
Glenn Noland, CLU, ChFC's Baystate Financial Services Experience January 2014 - Present
Job Advanced Markets Director
Industry Financial Services
Experience
Baystate Financial Services   January 2014 - Present
Baystate Financial  January 1991 - December 2013

Skills
Mutual Funds

Education
Rutgers University-New Brunswick   1966 — 1970

Barbara Richard Barbara Richard Miami/Fort Lauderdale Area Details
Barbara Richard's Baystate Financial Services Experience January 2004 - December 2004
Job Accounts Payable Specialist at OPKO Health, Inc.
Industry Accounting
Experience
OPKO Health, Inc.   March 2011 - Present
Steffian Bradley Architects  August 2008 - December 2010
Bryant Associates, Inc.   2005 - 2007
Baystate Financial Services   January 2004 - December 2004

Skills
Microsoft Office, Accounts Payable, Microsoft Word, Microsoft Excel, Account Reconciliation, Accounting, Accounts Receivable, Financial Analysis, Access, Financial Reporting, Outlook, Financial Accounting

Education
Northeastern University   2001 — 2006
Bachelors, Marketing and International Business

Betsy Miller Daitch Betsy Miller Daitch New York, New York Details
Betsy Miller Daitch's Baystate Financial Services Experience March 2007 - January 2010
Job Sr. Marketing Manager, Investment Management at S&P Capital IQ
Industry Financial Services
Experience
S&P Capital IQ  April 2013 - Present
S&P Capital IQ  July 2011 - April 2013
S&P Capital IQ  October 2010 - July 2011
LPL Financial  February 2010 - September 2010
Baystate Financial Services   March 2007 - January 2010
Target Analysis Group  July 2006 - March 2007

Skills
Marketing Strategy, Social Media Marketing, Digital Strategy, Email Marketing, Marketing Communications, Product Marketing, Marketing Research, Salesforce.com, Eloqua, Microsoft Office, Microsites, Social Media Measurement, Social Media Integration, Relationship Marketing, Organization &..., Presentations, Adobe Creative Suite, Webinar Management, Campaign Strategies, Public Relations, Social Media, Copywriting, New Business Development, Management, Marketing, Sales, Online Marketing, Strategy, Leadership, Market Research

Education
New York University   2012 — 2012
Digital Strategy: Creating Synergy in Your Marketing Program, Digital Communication and Media/Multimedia, 4.0

Kaplan University   2014 — 2016
Master of Science (MS), Accounting and Finance

Boston University   2009 — 2010
Certified Financial Planner Program

Goucher College   2002 — 2006
Bachelor of Arts (B.A.), Management Studies and Art History

Amir Viskin, CFP(R) Amir Viskin, CFP(R) Greater Boston Area Details
Amir Viskin, CFP(R)'s Baystate Financial Services Experience November 2010 - Present
Job Financial Representative Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   November 2010 - Present
New England Securities Corp.   March 2004 - Present
AVIA Financial Collaborative   March 2004 - Present
Strategic Financial Partners  March 1990 - November 2010

Skills
Insurance, Series 7, Retirement Planning, Investment Advisory..., Investments, Long Term Care Insurance, Securities, Asset Allocation, Start-ups, Public Speaking, Mutual Funds, Business Strategy, Broker-Dealer, Financial Analysis, Finance, FINRA, Portfolio Management, Strategic Planning, Disability Insurance, Business Planning, Leadership, Investment Advisory, Registered Investment..., Management, Risk Management, Equities

Education
Boston University   1987 — 1989
MScM, Master in the Science of Management

Technion - Israel Institute of Technology   1973 — 1978
Bachelor's Degree, Architecture and Urban Planning

Tarbut

Frank Rizza Frank Rizza Greater Boston Area Details
Frank Rizza's Baystate Financial Services Experience 1987 - 1994
Job Partner at Aite Group
Industry Financial Services
Experience
Aite Group, LLC   January 2005 - Present
Celent Communications   November 1999 - January 2005
Meridian research   1998 - 1999
New England Funds  1994 - 1998
Baystate Financial Services   1987 - 1994

Skills
Financial Services, Business Strategy, Business Development, Market Research, Strategic Partnerships, Marketing Strategy, Strategic Planning, Sales, Strategy, Leadership, Management Consulting, Risk Management, Business Analysis

Education
Bentley University   1990 — 1994
BA, Business Management, minor in Corporate Law

Malden Catholic High School   1986 — 1990

Nicole Finlayson Nicole Finlayson Boston, Massachusetts Details
Nicole Finlayson's Baystate Financial Services Experience April 2010 - March 2011
Job Compliance and Licensing Coordinator
Industry Financial Services
Experience
Commonwealth Financial Group  July 2013 - Present
Self Employed  March 2011 - July 2013
Baystate Financial Services   April 2010 - March 2011

Skills
Marketing

Education
Bentley University   2004 — 2009
IDCC, Public Relations and Marketing Communications

Dawn Moschella Dawn Moschella Beverly, Massachusetts Details
Dawn Moschella's Baystate Financial Services Experience March 2011 - September 2011
Job Registered Investment Associate at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot  September 2011 - Present
Baystate Financial Services   March 2011 - September 2011
M. Griffith Investment Services, Inc.   April 2007 - October 2010

Skills
Customer Service, Investments, Portfolio Management, Series 7, Sales, Financial Planning, Financial Services, Mutual Funds, Wealth Management, Series 63, Equities, Asset Management, Retirement, Retirement Planning

Education
Marion Court
Certificate, Human Resources Management/Personnel Administration, General

North Shore Community College
Associate's degree, Executive Assistant/Executive Secretary

Jason Rego Jason Rego Seekonk, Massachusetts Details
Jason Rego's Baystate Financial Services Experience May 2014 - August 2014
Job Internal Auditor at Citizens Bank
Industry Construction
Experience
Citizens Bank  June 2015 - Present
Baystate Financial Services   May 2014 - August 2014
Eastland Builders Inc.   December 2012 - August 2014
Dean College  August 2011 - April 2013
East Bay Community Action Program  May 2012 - August 2012
Burlington Coat Factory  August 2009 - July 2012

Skills
Finance, Time Management, Microsoft Excel, Management, Construction, Customer Service, Subcontracting, Cashiering, Contractors, Microsoft Office, Framing, Change Orders, Process Scheduler, Telephone Skills, Budgets, Access, Accounting, Soccer, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Leadership, Teamwork

Education
Bryant University   2013 — 2015
Bachelor of Arts (B.A.), Finance, General, Senior

Dean College   2011 — 2013
Associate's degree, Business

Seekonk High School   2007 — 2011
High School Diploma, General

Stacy Caron Stacy Caron Greater Boston Area Details
Stacy Caron's Baystate Financial Services Experience 2000 - 2003
Job Senior Underwriting Analyst at Borislow Insurance
Industry Insurance
Experience
Borislow Insurance  2003 - Present
Baystate Financial Services   2000 - 2003
New England Financial  1998 - 2000

Skills
Employee Benefits, Insurance, Health Insurance, Risk Management, Strategic Planning, New Business Development, Underwriting, Account Management, Health Savings Accounts, Life Insurance, Disability Insurance, Brokers, COBRA, Benefits Administration, Commercial Insurance, Health Care Reform

Education
Fitchburg State University   1994 — 1998
Bachelor's Degree, Math, Cum Laude

Dracut High School   1990 — 1994

Edwin (Eddie) Bleiler Edwin (Eddie) Bleiler Greater Boston Area Details
Edwin (Eddie) Bleiler's Baystate Financial Services Experience June 2010 - August 2010
Job Corporate Actions Investor Services Consultant at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  April 2014 - Present
Sudbury Public Schools  May 2007 - April 2014
Digital Benefit Advisors/ Digital Benefits Marketplace   June 2013 - November 2013
The International - A world class golf and special events destination  June 2011 - December 2011
Baystate Financial Services   June 2010 - August 2010
Longton Law Firm   February 2010 - May 2010

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Accounting, Investments, Financial Reporting, Economics, Financial Accounting, Banking, PowerPoint, Risk Management

Education
University of Kentucky
Bachelor's Degree, Finance

College of the Holy Cross

Lincoln Sudbury Regional High School

Catherine Rosenberg Catherine Rosenberg Greater Boston Area Details
Catherine Rosenberg's Baystate Financial Services Experience June 2012 - August 2012
Job Consulting Assistant
Industry Design
Experience
E. Catlin Donnelly & Associates   June 2013 - Present
Sasaki Associates  October 2013 - May 2015
Boston Society of Architects  June 2012 - August 2012
Baystate Financial Services   June 2012 - August 2012
Community College of Baltimore County  June 2010 - August 2011
Hord Coplan Macht; Architecture & Planning   May 2009 - June 2009

Skills
Microsoft Office, Social Networking Sites, Organization, Mathematics, Writing, Visual Arts, Graphic Design, Community Outreach, Website Development, Public Speaking, Microsoft Excel, InDesign, Editing

Education
Harvard University Graduate School of Design
Career Discovery Program, Urban Design

Skidmore College   2009 — 2013
Undergraduate, Economics Major and Art Minor

University of St. Andrews   2012 — 2012
Economics

Syracuse University in Florence   2011 — 2011
Fall Semester Abroad, Pre-Architecture Program

Friends School of Baltimore   2005 — 2009
High School

Todd DiGeronimo Todd DiGeronimo Greater Boston Area Details
Todd DiGeronimo's Baystate Financial Services Experience October 2010 - December 2010
Job Forensic & Valuation Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Mintz Levin Financial Advisors  June 2011 - August 2011
Baystate Financial Services   October 2010 - December 2010
UBS  June 2010 - August 2010
Bank of America Merrill Lynch  February 2010 - May 2010

Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Science (M.S.), Finance

Bentley University   2008 — 2012
Bachelor of Science (B.S.), Finance

Caitlin DeSoye, JD Caitlin DeSoye, JD Greater Boston Area Details
Caitlin DeSoye, JD's Baystate Financial Services Experience September 2013 - Present
Job Financial Planning Specialist & Lecturer
Industry Financial Services
Experience
Baystate Financial Services   September 2013 - Present
University of New Hampshire, Paul College   August 2013 - Present
Bentley University  January 2013 - Present
Baystate Financial  January 2011 - September 2013
Big Sister Association of Greater Boston Alumnae Board   May 2010 - December 2011
MetLife  January 2010 - December 2010
MetLife  May 2008 - February 2010
MetLife  August 2006 - May 2008
Baystate Financial Services   January 2005 - August 2006

Skills
Strategic Financial..., Succession Planning, Series 7, Financial Advisory, Series 63, Financial Services, Securities, 401k, Mutual Funds, Financial Planners, Wealth Management, Series 65, Investment Advisory, Fixed Annuities, IRAs, Investments, Insurance, Employee Benefits, Investment Strategies, Relationship Management, Asset Management, Risk Management, Alternative Investments, Wealth Management..., Pensions, Financial Modeling, Financial Analysis, Personal Finance, Fixed Income, Wealth Accumulation, Financial Planning, Finance, Retirement Planning, Retirement, Estate Planning, Investment Management, Asset Allocation, Life Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Tax Planning, Wealth, Bonds, Tax, Personal Financial...

Education
Suffolk University Law School   2008 — 2012
JD, focus on Estates and Taxation

Bentley University   2001 — 2005
Bachelor's, Finance - Financial Planning

Swampscott High School   1997 — 2001
HS Diploma

Perry Smith Perry Smith Greater Boston Area Details
Perry Smith's Baystate Financial Services Experience 2000 - June 2006
Job Director of Estate/Business Planning at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group  June 2006 - Present
Baystate Financial Services   2000 - June 2006
Carlin Charron & Rosen   1998 - 2000
New England Life Insurance Co.  1987 - 1990

Skills
Estate Planning, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Financial Planners, Life Insurance, Investment Advisory, Business Planning, Insurance, Securities, Risk Management, Long Term Care Insurance, Employee Benefits, Retirement, 401k, Finance, Mutual Funds, Financial Services, Tax, Investments, Investment Management, Series 7, Long-term Care, Wealth Management, IRAs, Financial Advisory, Wealth, Asset Management, Variable Annuities, Wealth Accumulation, Uniform Combined State..., Whole Life, Personal Financial..., Investment Strategies, Pensions

Education
Boston University School of Law   1985 — 1987
LL.M., Tax Law

Governors Academy, Byfield, Massachusetts   1973 — 1976

Nichole Mikaelian Nichole Mikaelian San Francisco Bay Area Details
Nichole Mikaelian's Baystate Financial Services Experience January 2007 - October 2008
Job Organic Farming
Industry Farming
Experience
Pie Ranch  August 2012 - March 2013
Hall Capital Partners LLC  April 2011 - August 2012
Highfields Capital  October 2008 - February 2011
Baystate Financial Services   January 2007 - October 2008

Education
Bryant University   2002 — 2006
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Guido M. Sarcione, ChFC Guido M. Sarcione, ChFC Providence, Rhode Island Area Details
Guido M. Sarcione, ChFC's Baystate Financial Services Experience April 2001 - Present
Job Financial Advisor at Baystate Financial and Baystate Wealth Management
Industry Financial Services
Experience
Baystate Financial Services   April 2001 - Present
Cohen and Associates   September 1998 - April 2001
Northwestern Mutual Providence, RI   September 1995 - September 1998

Skills
Estate Conservation..., Life Insurance, Disability Insurance, 401k, Insurance, Retirement Planning, Small Business, Investment Management, Fixed Annuities, Investments, Estate Planning

Education
American College
ChFC

Johnson and Wales University
Culinary Arts

University of Rhode Island

Gerald McInerney, CFP®, CRPC® Gerald McInerney, CFP®, CRPC® Greater Boston Area Details
Gerald McInerney, CFP®, CRPC®'s Baystate Financial Services Experience 2010 - July 2012
Job Investment Analyst at Seeking New Position
Industry Financial Services
Experience
Merrill Edge  May 2012 - September 2014
Baystate Financial Services   2010 - July 2012
Commonwealth Financial Group  October 2009 - December 2010
Fidelity Investments  October 1999 - October 2008
BDO Seidman, LLP  1986 - 1989
Liberty Mutual  1978 - 1982

Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds

Education
Babson College - Franklin W. Olin Graduate School of Business   1978 — 1981
MBA, Business Administration

Saint Michael's College   1974 — 1978
BA, Business Administration

Scituate High School   1969 — 1973

Katrina Medvetsky Katrina Medvetsky Providence, Rhode Island Area Details
Katrina Medvetsky's Baystate Financial Services Experience 2008 - 2009
Job Business Analyst at Amica Mutual Insurance
Industry Marketing and Advertising
Experience
Amica Mutual Insurance  July 2013 - Present
CVS Caremark Corporation  March 2013 - July 2013
CVS Caremark Corporation  September 2010 - March 2013
CVS Caremark Corporation  September 2009 - August 2010
Baystate Financial Services   2008 - 2009
LTSave, Inc.   2007 - 2008

Skills
Russian, HTML, Excel, Social Media Marketing, Outlook, Microsoft Office, Access, PowerPoint, Asset Managment, Microsoft Word, Investments, Insurance, Customer Service, Budgets, Marketing, Lotus Notes, Financial Services, Sales, Visio, Event Planning, Market Research, Management, Strategic Planning, Microsoft Excel, Software Documentation

Education
MBA, Johnson and Wales University   2009 — 2010
MBA, Global Leadership: Financial Management

Framingham State University   2002 — 2007
Bachelor, Business Administration

Moscow Pedagogical State University   1999 — 2001
Associates, Mathematics

Andrij Geletkanycz Andrij Geletkanycz Greater Boston Area Details
Andrij Geletkanycz's Baystate Financial Services Experience March 2009 - August 2012
Job Sr Category Manager Marketing at Topco Indirect Spend Solutions
Industry Financial Services
Experience
Topco Indirect Spend Solutions   September 2015 - Present
Topco Indirect Spend Solutions   December 2013 - September 2015
TopSource LLC  August 2012 - December 2013
Baystate Financial Services   March 2009 - August 2012
Reebok  January 2007 - January 2009
Reebok  July 2005 - January 2007
Reebok  February 2003 - July 2005
Abercrombie & Fitch  February 2002 - January 2003

Skills
Asset Allocation, Merchandising, Retail, Visual Merchandising, Sales, Sales Management, Coaching, PowerPoint, Strategic Planning, Customer Service, Financial Analysis, Management, Program Management, Project Management, Leadership, Account Management, Time Management, Finance, Training, Market Research, Marketing Strategy, Marketing, Microsoft Word, Insurance, Microsoft Excel, Store Management, Outlook, Event Planning

Education
Penn State University   1997 — 2001
BS, Economics

Bill Fallon, MEd. Bill Fallon, MEd. Barnstable/Yarmouth, Massachusetts Area Details
Bill Fallon, MEd.'s Baystate Financial Services Experience February 2006 - December 2010
Job Financial Advisor, Registered Representative
Industry Financial Services
Experience
Fallon Financial Services   January 2011 - Present
Harwich Dennis Rotary   April 2013 - Present
Cape & Islands United Way   January 2013 - Present
Cape Cod Technology Council   March 2009 - Present
Hyannis Area Chamber of Commerce  2006 - June 2013
BNI RI / SE Mass   2008 - 2011
Baystate Financial Services   February 2006 - December 2010
Boston SIM   1987 - 2008
Legacy Financial Advisors  April 2005 - March 2006
John Hancock  May 2000 - December 2004

Skills
Retirement Planning, Estate Planning, Small Business, Consulting, Fixed Annuities, Retirement, Strategic Financial..., Investments, Financial Advisory, Insurance, Life Insurance, Mutual Funds, 401k, Wealth Management, Securities, Investment Advisory, Series 63, Long-term Care, Personal Finance, Finance, Financial Services, IRAs, FINRA, Wealth, Asset Allocation, Leadership, Wealth Management..., Long Term Care Insurance, Series 6, Term Life Insurance, Financial Planning

Education
Northeastern University   1969 — 1972
MEd, Mathematics

Boston College   1962 — 1966
BS, Math, Mathematics

Josh Farmer Josh Farmer Greater Boston Area Details
Josh Farmer's Baystate Financial Services Experience 2004 - 2007
Job Founding Partner at Brookstone Wealth Management
Industry Financial Services
Experience
Brookstone Wealth Management   September 2010 - Present
Commonwealth Financial Group  November 2007 - September 2010
Baystate Financial Services   2004 - 2007

Education
The American College   2005 — 2007
CFP

Assumption College   2000 — 2004
Bachelor's, History and Economics

Chris Kovalcik Chris Kovalcik Westwood, Massachusetts Details
Chris Kovalcik's Baystate Financial Services Experience May 2008 - July 2008
Job Enabling increased adoption of Big Data Analytics through construction of Enterprise Data Lakes!
Industry Information Technology and Services
Experience
EMC  April 2015 - Present
EMC  January 2013 - March 2015
EMC  April 2011 - January 2013
EMC  October 2010 - March 2011
Oyster Harbours   2009 - 2011
Les Cougars de St' Ouen L'Aumone   October 2009 - June 2010
Baystate Financial Services   May 2008 - July 2008
Vector Marketing  May 2006 - January 2008

Skills
CRM, Sales Operations, Sales, Cold Calling, Coaching, Time Management, Salesforce.com, Solution Selling, Cloud Computing, SaaS, Direct Sales, Account Management, Channel Partners, Enterprise Software, Lead Generation, Leadership, Professional Services, Sales Process, Team Leadership

Education
Babson College - Franklin W. Olin Graduate School of Business   2015 — 2018
Master of Business Administration (MBA), Business Administration and Management, General

University of Pennsylvania   2005 — 2009
BS, Communications

Alliance Française   2010 — 2010
French

St. Sebastian's School   2001 — 2005

Junior Leadership University (JLU)

Alexander Aldrich Krisak Alexander Aldrich Krisak Greater Boston Area Details
Alexander Aldrich Krisak's Baystate Financial Services Experience July 2013 - Present
Job Financial Services Representative Financial Advisor, Baystate Wealth Management
Industry Financial Services
Experience
Baystate Financial Services   July 2013 - Present

Education
Indiana University of Pennsylvania   2003 — 2006
Bachelor of Arts (B.A.), Finance

Christopher Temper Christopher Temper Greater Boston Area Details
Christopher Temper's Baystate Financial Services Experience March 2010 - January 2013
Job Inside Sales, Cloud Sherpas
Industry Computer Software
Experience
Cloud Sherpas  June 2015 - Present
Santander  January 2013 - Present
CET consulting   December 2007 - Present
Baystate Financial Services   March 2010 - January 2013
greenschools   February 2009 - April 2010
New England Research Institutes  January 2007 - December 2007
Video Transfer  November 1999 - December 2006

Skills
Marketing, Sales, Business Development, New Business Development, Retirement Planning, Sales Process, Business Strategy, Mortgage Lending, Personal Finance, Savings, Mortgage Banking, Home Equity Lines of..., Lines Of Credit, Personal Banking, Wealth Accumulation, Consumer Debt, College Savings Plans, Money Market, CRM Databases, CRM, Salesforce.com

Education
Ithaca College   1991 — 1995
B.S.

Ithaca College   1994 — 1994

Holliston High School   1987 — 1991

Cody Plante Cody Plante Burlington, Vermont Area Details
Cody Plante's Baystate Financial Services Experience January 2013 - April 2014
Job Controller/accountant, Full time student
Industry Accounting
Experience
Village Industrial Power   March 2014 - Present
ASSRTDTREASURES, LLC   January 2012 - Present
Gordon's Window Decor  June 2014 - August 2014
Conant Metal & Light   September 2013 - August 2014
Baystate Financial Services   January 2013 - April 2014
Estate of George E. Huntington   April 2012 - December 2012
Huntington Realty & Associates, LLC   April 2012 - December 2012
Baystate Financial Services   March 2011 - April 2012

Education
Lyndon State College   2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5 +/- GPA

Christine Begley Christine Begley Greater Boston Area Details
Christine Begley's Baystate Financial Services Experience May 2011 - August 2011
Job Associate Financial Analyst at Optaros
Industry Information Technology and Services
Experience
Optaros  March 2015 - Present
Optaros  September 2012 - March 2015
Optaros  June 2012 - September 2012
Baystate Financial Services   May 2011 - August 2011
Popponesset Inn  2005 - 2010

Skills
PowerPoint, Social Media, Microsoft Word, Microsoft Excel, QuickBooks, Projector PSA, InDesign, Leadership, Mathematics

Education
Elon University - Martha and Spencer Love School of Business   2008 — 2012
Bachelors of Science, Finance with Minor in Economics

CEA Global Campus, Barcelona, Spain   2011 — 2011

William George William George Greater Boston Area Details
William George's Baystate Financial Services Experience January 2001 - March 2015
Job Sr. Vice President at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   March 2015 - Present
Baystate Financial Services   January 2001 - March 2015
PrimeQuote.com   1998 - 2001
Northwestern Mutual  1991 - 1998

Skills
Securities, Leadership, Finance, Financial Advisory, Retirement Planning, Business Development

Education
Northeastern University   1987 — 1991
bs, finance

Robert Cosenza Robert Cosenza Worcester, Massachusetts Details
Robert Cosenza's Baystate Financial Services Experience 2008 - Present
Job Managing Sales Director II at Baystate Financial ●Retirement Planning ●Investment Advice
Industry Financial Services
Experience
Baystate Financial Services   2008 - Present
Mutual of Omaha  March 2006 - July 2008
Mutual of Omaha  January 1999 - 2006

Skills
Term Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance

Education
Bridgewater State College
Bachelor's degree, Health and Physical Education/Fitness

St. John's High School

Erika Arguello Erika Arguello Plainview, New York Details
Erika Arguello's Baystate Financial Services Experience September 2011 - December 2011
Job Patient accounting
Industry Financial Services
Experience
North Shore-LIJ Health System  August 2013 - Present
MetLife  July 2013 - Present
Cradles to Crayons  September 2012 - December 2012
MetLife  June 2007 - September 2012
Baystate Financial Services   September 2011 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking

Education
Lesley University   2009 — 2013
Lesley University, Business, Management

Bobby Allen, CIMA® Bobby Allen, CIMA® Greater Boston Area Details
Bobby Allen, CIMA®'s Baystate Financial Services Experience August 2009 - April 2010
Job Regional Vice President, New England at W. E. Donoghue & Co., Inc
Industry Financial Services
Experience
W. E. Donoghue & Co., Inc   September 2015 - Present
John Hancock Investments  April 2013 - August 2015
John Hancock Investments  March 2012 - March 2013
John Hancock Investments  February 2011 - March 2012
Morgan Stanley Smith Barney  April 2010 - January 2011
Baystate Financial Services   August 2009 - April 2010
Boston Bruins Professional Hockey Club   2006 - 2008
New Jersey Devils  September 2004 - April 2006
Edmonton Oilers Hockey Club  March 2002 - May 2004
Boston Bruins Professional Hockey Club   September 2001 - March 2002

Skills
FINRA, Financial Advisory, Mutual Funds, Series 7, Investments, Series 63

Education
Boston College   1997 — 2001
BS, Marketing

Cushing Academy   1993 — 1997

Joshua Owczarski Joshua Owczarski Springfield, Massachusetts Area Details
Joshua Owczarski's Baystate Financial Services Experience December 2013 - January 2014
Job Student at The London School of Economics and Political Science
Industry Investment Management
Experience
MassMutual Financial Group  May 2015 - August 2015
Minutemen Equity Fund  November 2014 - May 2015
Minutemen Equity Fund  January 2014 - November 2014
Baystate Financial Services   December 2013 - January 2014

Skills
Bloomberg, Investments, Valuation, Management, Microsoft Excel, Equity Research, Finance, PowerPoint

Education
University of Massachusetts at Amherst - Isenberg School of Management   2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA

University of Massachusetts, Amherst   2013 — 2017
Bachelor of Business Administration (BBA), Finance, 3.91 GPA

The London School of Economics and Political Science (LSE)   2015 — 2016

Minnechaug Regional High School   2009 — 2013
4.24 GPA

Alan Sale Alan Sale Greater Boston Area Details
Alan Sale's Baystate Financial Services Experience November 2010 - Present
Job Financial Advisor and Registered Representative at New England Securities.
Industry Financial Services
Experience
Baystate Financial Services   November 2010 - Present
Strategic Financial Partners  November 1998 - November 2010

Education
Boston University   1971 — 1975
BA

Rick Ropelewski Rick Ropelewski Greater Boston Area Details
Rick Ropelewski's Baystate Financial Services Experience May 2002 - March 2008
Job Financial Planner at U.S.Wealth Management
Industry Financial Services
Experience
U.S.Wealth Management   April 2008 - Present
Baystate Financial Services   May 2002 - March 2008

Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Financial Advisory, Finance, Risk Management, Securities, Small Business, FINRA, Personal Finance, Financial Goals

Education
New York University   1990 — 1992
MBA, Finance

United States Air Force Academy   1980 — 1984
B.S., Management

Justin Wang Justin Wang Greater Boston Area Details
Justin Wang's Baystate Financial Services Experience August 2009 - October 2009
Job Regional Sales Manager at Oracle
Industry Computer Software
Experience
Oracle  November 2014 - Present
Oracle  July 2014 - November 2014
Oracle  March 2013 - July 2014
Putnam Investments  April 2010 - March 2013
Barclays Bank  August 2011 - December 2011
Committee To Elect Joe Connolly State Treasurer   November 2009 - January 2010
Baystate Financial Services   August 2009 - October 2009
GBG Consulting Services   February 2009 - August 2009
A.G. Edwards & Sons, Inc. / Wachovia Securities / Wells Fargo Advisors   June 2003 - March 2009
The Brookings Institution  June 2002 - August 2002

Skills
Portfolio Management, Mutual Funds, Public Speaking, Series 7, Insurance, Entrepreneurship, Leadership, Sales Management, SaaS, Oracle CRM, Digital Marketing, Solution Selling, Business Development, Sales, Salesforce.com, Strategy, Marketing, Investments, Sales Operations, Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2010 — 2013
MBA, Entrepreneurship and Marketing

Tufts University   1999 — 2003
BA, International Relations and Economics

Lexington High School   1996 — 1999

Colin Lyne Colin Lyne Boston, Massachusetts Details
Colin Lyne's Baystate Financial Services Experience May 2013 - August 2013
Job Senior Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman  September 2015 - Present
Brown Brothers Harriman  September 2014 - Present
Baystate Financial Services   May 2013 - August 2013

Education
Bates College   2010 — 2014
Bachelor of Arts (B.A.), Economics

Elisabeth Thompson Elisabeth Thompson Haverhill, Massachusetts Details
Elisabeth Thompson's Baystate Financial Services Experience November 2011 - March 2013
Job Sr. Administrative Assistant at Biogen Idec
Industry Pharmaceuticals
Experience
Biogen Idec  April 2013 - Present
Baystate Financial Services   November 2011 - March 2013
Physicians Financial, Affiliated with Baystate Financial Services, LLC   November 2011 - March 2013
Boston Partners Financial Group, LLC  June 2008 - November 2011
High Mark Wealth Strategies   February 2007 - June 2008
Applied Extrusion Technologies, Inc   September 1994 - October 1998
Northwestern Mutual Life Insurance Company  June 1992 - July 1994
Storer, Damon & Lund   August 1988 - February 1992

Education
Northern Essex Community College
Associates Degree, Liberal Arts; Paralegal Studies

Anne Esperian Anne Esperian Greater Boston Area Details
Anne Esperian's Baystate Financial Services Experience February 2013 - April 2014
Job Executive Assistant at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  September 2014 - Present
Simply Serving III   January 2007 - Present
Gillette stadium  2005 - Present
Baystate Financial Services   February 2013 - April 2014
Stoddard Financial, LLC   May 1998 - December 2012
STODDARD FINANCIAL   January 1998 - November 2012
Financial Perspectives Planning Services   1998 - 2005

Skills
Investments, Training, Insurance, CRM, Management, Lead Generation, Program Management, Account Management, Customer Service, Wealth Management, Retirement Planning, Asset Managment, New Business Development, Mutual Funds, Financial Analysis, Securities, Microsoft Office, Equities, Financial Services, Sales, Marketing, Leadership, Event Management

Education
Northeastern University   1990 — 1996
Bachelor's degree, Criminal Justice and Corrections

Northeastern University   1990 — 1996
Bachelor of Science, Criminal Justice

Northeastern University
Bachelor’s Degree

Lindsey Burton Lindsey Burton New York, New York Details
Lindsey Burton's Baystate Financial Services Experience June 2007 - September 2007
Job Associate at Korn Ferry
Industry Staffing and Recruiting
Experience
Korn Ferry  February 2015 - Present
CTPartners  December 2013 - February 2015
Bloomberg  October 2011 - November 2013
Bloomberg  August 2010 - October 2011
Fidelity Investments  July 2009 - December 2009
Goldman Sachs  July 2008 - December 2008
Baystate Financial Services   June 2007 - September 2007
Elon University  February 2006 - May 2007

Skills
Bloomberg, Access, Bloomberg Terminal, Portfolio Management, Equity Trading, Fixed Income, Finance, Equities, Equity Research, Equity Valuation, Financial Modeling, Trading, Outlook, PowerPoint, Excel, Word, Microsoft Excel, Business, Sales, Private Equity, Investor Relations, Recruiting, Private Equity Firms, Talent Acquisition, Executive Search, Management, Financial Analysis, Analysis, Microsoft Word

Education
Northeastern University   2007 — 2010
Bachelor of Science Degree; Dual, Business Administration; Finance and Insurance/Management

Elon University   2005 — 2007
Dual; Bachelor Degree, Finance/Insurance and Management; Business Administration

Concord Carlisle High School   2001 — 2005

Timothy Longo Timothy Longo Charlotte, North Carolina Details
Timothy Longo's Baystate Financial Services Experience January 2011 - May 2011
Job United Technologies | Financial Analyst
Industry Financial Services
Experience
United Technologies  July 2012 - Present
Baystate Financial Services   January 2011 - May 2011
British Telecom Professional Services  June 2010 - August 2010

Skills
Bloomberg, Capital IQ, HFM, Morningstar, SAP, Analysis

Education
Bentley University   2008 — 2012
BS Economics-Finance

Avon Old Farms School   2004 — 2008

Leann Cooney Leann Cooney Knoxville, Tennessee Details
Leann Cooney's Baystate Financial Services Experience February 2006 - June 2011
Job Looking for an Administrative Assistant position
Industry Higher Education
Experience
University of Massachusetts Lowell  October 2014 - June 2015
University of Massachusetts Lowell  November 2011 - October 2014
Baystate Financial Services   February 2006 - June 2011
HCPro, Inc.   April 2004 - February 2006
HCPro, Inc.   November 2001 - January 2004
HCPro, Inc.   June 1998 - September 2001
Princeton Properties  June 1996 - February 1998
West Lynn Creamery  March 1992 - May 1995
Various Companies:  1990 - 1990

Skills
Microsoft Office, Administrative..., Marketing, Event Planning, Public Speaking, Human Resources, Customer Service, Management, Newsletters, Public Relations, PowerPoint, Social Media, Writing, Advertising, Microsoft Excel, Sales, Strategic Planning, Editing, Microsoft Word, Community Outreach, Time Management, Program Development

Education
Massachusetts College of Liberal Arts   1986 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Melissa Tower-Byrne Melissa Tower-Byrne Greater Boston Area Details
Melissa Tower-Byrne's Baystate Financial Services Experience 2005 - 2011
Job Graphic designer and Fine Arts professional
Industry Fine Art
Experience
Freelance art & design   June 2005 - Present
Baystate Financial Services   2005 - 2011

Education
Boston College   2000 — 2003
BFA, Fine Art and Communication

The Ohio State University   1999 — 2000

Margarita Linets Margarita Linets Greater Boston Area Details
Margarita Linets's Baystate Financial Services Experience October 2006 - October 2007
Job Loan Operations Analyst at NewStar Financial
Industry Financial Services
Experience
NewStar Financial  October 2007 - Present
Baystate Financial Services   October 2006 - October 2007

Education
Boston University Questrom School of Business   2003 — 2007
BSBA, Finance

Stephanie Ozanian Stephanie Ozanian Greater Boston Area Details
Stephanie Ozanian's Baystate Financial Services Experience September 2001 - May 2005
Job Information Security & Risk Management at Covidien
Industry Hospital & Health Care
Experience
Covidien  July 2013 - Present
Covidien  March 2010 - July 2013
Sentient Jet  May 2005 - March 2010
Baystate Financial Services   September 2001 - May 2005

Skills
Strategic Planning, Sales, Contract Negotiation, Business Strategy, New Business Development, Account Management, Sales Management, Business Development, Product Launch, Sales Operations, Microsoft Excel, P&L Management, Mergers & Acquisitions, Team Building, Marketing Strategy, Budgets, Sales Process, Start-ups, Recruiting, Strategy, Key Account Management, Marketing Management, CRM, Market Research, Process Improvement, Training, Operations Management, Marketing Communications, Leadership, Team Leadership, Program Management, Lead Generation, Competitive Analysis, Negotiation, Management, Salesforce.com, Marketing, Financial Analysis, Employee Relations, Product Management, Market Analysis, Change Management, Forecasting, Customer Service, Project Management, Online Marketing, Analysis, Pricing, Strategic Partnerships, Direct Sales

Education
Northeastern University   2000 — 2004
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services

Sarah Rudis Sarah Rudis Greater Boston Area Details
Sarah Rudis's Baystate Financial Services Experience April 2011 - Present
Job Account Manager at Baystate Financial Services
Industry Insurance
Experience
Baystate Financial Services   April 2011 - Present
USI  2002 - April 2011
SuperWings, Inc.   November 2000 - March 2002
Children's Hospital Boston  September 1998 - November 2000

Education
Bradford College   1995 — 1998
B.A., Psychology

University of Massachusetts Lowell   1993 — 1995
N/A, Psychology

Ethan Hill Ethan Hill Beverly, Massachusetts Details
Ethan Hill's Baystate Financial Services Experience December 2013 - January 2014
Job Government Services Intern at CHM Government Services l CHM GS l Concessions Advisory Support
Industry Financial Services
Experience
CHM Government Services l CHM GS l Concessions Advisory Support   September 2015 - Present
Sandler O'Neill & Partners, L.P.   June 2015 - August 2015
Pyramid Hotel Group  January 2015 - January 2015
Northwestern Mutual  April 2014 - August 2014
Baystate Financial Services   December 2013 - January 2014
adidas  July 2012 - December 2013

Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, PowerPoint, Finance, Microsoft Excel, Leadership, Microsoft Word, Customer Service, Life Insurance, Investments, Economics, Retirement, Financial Modeling, Public Speaking, Fixed Annuities, Microsoft Office, Personal Finance, Data Analysis, Financial Planning

Education
Endicott College   2013 — 2016
Bachelor of Science (BS), Finance, General

Kennett High School   2009 — 2013

Jerry Facey, CFP®, CLU®, ChFC® Jerry Facey, CFP®, CLU®, ChFC® Greater Boston Area Details
Jerry Facey, CFP®, CLU®, ChFC®'s Baystate Financial Services Experience 1997 - Present
Job Baystate Financial, Financial Planner / Registered Representative, MetLife Securities
Industry Financial Services
Experience
Baystate Financial Services   1997 - Present
Baystate Financial  1997 - Present
Unum  June 1994 - June 1997

Skills
Fee-Based Financial..., Strategic Financial..., Retirement Income..., Estate Planning, College Saving..., Business succession..., Investments (fee-based..., Life, Disability, and..., Employee Benefits for..., ETFs, Stocks, Bonds, 529 Plans, Financial Advisory, Buy-sell Agreements

Education
Certified Financial Planner Board of Standards, Inc.   2006 — 2008
CFP®, Comprehensive Financial Planning

College of the Holy Cross   1990 — 1994
BA, Economics

Northwest Catholic   1986 — 1990
HS

Diana Mac, CPA Diana Mac, CPA Greater Boston Area Details
Diana Mac, CPA's Baystate Financial Services Experience 2006 - 2009
Job Manager at KPMG
Industry Accounting
Experience
KPMG  July 2015 - Present
KPMG  July 2012 - June 2015
KPMG  October 2010 - June 2012
General Services Administration  May 2009 - October 2010
KPMG  January 2009 - March 2009
Baystate Financial Services   2006 - 2009
State Street  June 2007 - August 2007
State Street  June 2006 - August 2006

Skills
Financial Reporting, Tax, Accounting, Auditing, Strategic Financial..., US GAAP, Sarbanes-Oxley Act, Financial Accounting, GAAP, CPA, Internal Audit, External Audit, Tax Accounting, SEC filings, Corporate Tax, Internal Controls, Financial Statements

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2010 — 2011
Master of Science, Taxation

Bentley University   2006 — 2010
Bachelor of Science, Corporate Finance and Accounting

Jason Silvia Jason Silvia Burlington, Massachusetts Details
Jason Silvia's Baystate Financial Services Experience May 2011 - August 2011
Job Account Manager, Storage at Oracle
Industry Computer & Network Security
Experience
Oracle  December 2014 - Present
Rapid7  December 2013 - December 2014
South Carolina Stingrays  February 2013 - April 2013
Baystate Financial Services   May 2011 - August 2011
Wine Cellar   May 2010 - August 2010

Skills
Sales, Penetration Testing, Vulnerability Management, PowerPoint, Microsoft Excel, Customer Service, Vulnerability Assessment, Network Security, Security, Time Management, Management, Microsoft Word, Storage, Solution Selling, Coaching, Information Security, Cold Calling, Social Media, NeXpose, Lead Generation, Enterprise Software, Team-oriented, Metasploit, Meat, Teamwork, LinkedIn Training, SAN, PCI DSS, HIPAA, NAS, ZFS, Enterprise Storage, Data Compression, Oracle, Oracle Database

Education
College of the Holy Cross   2008 — 2012
Bachelor of Arts (BA), Economics

Belmont Hill School   2005 — 2008
High School Diploma

University of Massachusetts Lowell Manning School of Business
MBA Candidate

Cori Zeuli Cori Zeuli Wallingford, Connecticut Details
Cori Zeuli's Baystate Financial Services Experience January 2008 - May 2011
Job Virtual Assistant, Social Media Management, Online Marketing, Blog Writing and Management, Virtual Business Partner
Industry Marketing and Advertising
Experience
We Work You Thrive   February 2015 - Present
The Closing Agent, Inc. Powered By Barry Miller Law   March 2014 - September 2014
Baystate Financial Services   January 2008 - May 2011
1-800 East West Mortgage  June 2007 - December 2007
State Street Financial Services   October 2005 - June 2007
Sullivan, Sullivan & Nahigian, LLP/Peabody & Arnold, LLP   January 2001 - March 2004

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Management, Training, Leadership, Process Improvement, Online Marketing, Email Marketing, Web and Blog Services, Social Media Management, Marketing of your Book, Kindle Formatting, Podcast Management, Radio Show Marketing, Managing/Coordinating..., Administrative..., Event Support, Research Assistance, Press Release Support, Email Management, Calendar Management, Website Content..., Newsletter Management, Ad Creation, Sales, Administration, Marketing, Finance, Accounts Receivable, Time Management, Newsletters, Writing, Research, Advertising, Online Marketing

Education
Katharine Gibbs School   1999 — 2001
Associate's degree, Legal Assistant/Paralegal

Mount Ida College   1993 — 1994
Business Administration and Management, General

Brian Scanlon, CFP® Brian Scanlon, CFP® Greater Boston Area Details
Brian Scanlon, CFP®'s Baystate Financial Services Experience December 2007 - Present
Job Financial Advisor and Registered Representative, New England Securities
Industry Financial Services
Experience
Baystate Financial Services   December 2007 - Present
Ameriprise Financial Advisors  August 2005 - November 2007

Skills
Investment Advisory..., Account Management, Investment Education, Retirement Strategies, Securities, Small Business, Customer Service, Leadership, Insurance, Risk Management, Estate Conservation...

Education
Harvard University   1979 — 1983
B.A., Biology

Angela Farkas Mosscrop Angela Farkas Mosscrop Greater Boston Area Details
Angela Farkas Mosscrop's Baystate Financial Services Experience February 2000 - February 2001
Job
Industry Computer Software
Experience
Belarc Inc   September 2004 - Present
Monster Moving   November 2003 - June 2004
Monster Worldwide  April 2001 - November 2003
Baystate Financial Services   February 2000 - February 2001
Honeywell Consumer Products  December 1997 - January 2000

Education
Regis College   1993 — 1997

American University   1996 — 1996
Washington Semester

Babak Gojgini Babak Gojgini Hadley, Massachusetts Details
Babak Gojgini's Baystate Financial Services Experience 2002 - 2004
Job Owner at River Valley Dental of South Hadley P.C.
Industry Medical Practice
Experience
River Valley Dental of South Hadley P.C.   September 2014 - Present
River Valley Dental   September 2010 - Present
Holbrook Dental Care   March 2004 - March 2013
baystate financial services   2002 - 2004

Skills
Dental, Dentistry, Cosmetic Dentistry, Healthcare, Restorative, Teeth Whitening, Restorative Dentistry

Education
Boston College - Wallace E. Carroll Graduate School of Management   2000 — 2003
MBA-MSF

Tufts University School of Dental Medicine   1996 — 2000
DMD, Dentistry

Tufts University   1992 — 1996
BS, Chemistry

port washington high school

Nicholas Brandt, CFA, CFP® Nicholas Brandt, CFA, CFP® Cincinnati Area Details
Nicholas Brandt, CFA, CFP®'s Baystate Financial Services Experience February 2004 - February 2006
Job Senior Portfolio Manager Associate at Retirement Corporation of America.
Industry Financial Services
Experience
Retirement Corporation of America   January 2014 - Present
Ameriprise Financial Services, Inc.   October 2012 - January 2014
Fifth Third Bank  February 2006 - October 2012
Baystate Financial Services   February 2004 - February 2006
Baystate Financial Services   February 2002 - December 2003
Sun Life Financial  May 2003 - August 2003

Education
Bentley University   2000 — 2004
Bachelor of Science, Finance

David Brawley David Brawley Greater Boston Area Details
David Brawley's Baystate Financial Services Experience April 2011 - October 2012
Job Investment Specialist at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  February 2014 - Present
Colonial Life  November 2012 - April 2014
Baystate Financial Services   April 2011 - October 2012
Wells Fargo Advisors, LLC  February 2008 - November 2010
Philanthropic Strategic Planning, Inc.   August 2003 - February 2008
Dean College  September 2005 - October 2007
Archdiocese of Boston  August 2000 - August 2003
State Street Global Advisors  January 1995 - March 2000
State Street Bank  1981 - 1995

Skills
Asset Management, Charitable Giving..., Retirement Planning, Securities, Customer Relations, Non-profits, Fundraising, Relationship Management, Investment Management, Philanthropy, Strategy, Strategic Planning, Asset Managment, Nonprofits, Finance, Marketing, Customer Service, Leadership, Investments, Voluntary Employee..., Financial Services, Employee Benefits, Management, Retirement

Education
Bentley University   1976 — 1981
BS, Management

Westwood High School   1972 — 1976

Sheila Clarke Sheila Clarke Greater Boston Area Details
Sheila Clarke's Baystate Financial Services Experience September 2008 - December 2009
Job Executive Search Associate at Gatti & Associates
Industry Staffing and Recruiting
Experience
Gatti & Associates  September 2015 - Present
Vertex Pharmaceuticals  January 2015 - September 2015
Vertex Pharmaceuticals  March 2011 - December 2014
Baystate Financial Services   September 2008 - December 2009
Target  September 2002 - February 2008

Skills
Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, Employee Relations, Event Planning, Customer Service, PowerPoint, Microsoft Excel, College Recruiting, Talent Management, Project Management

Education
Fitchburg State College   1989 — 1992
Bachelor of Arts, Communications

Caitlyn McCabe Caitlyn McCabe Greater New York City Area Details
Caitlyn McCabe's Baystate Financial Services Experience 2003 - 2004
Job Recruiting Coordinator at Yale School of Management
Industry Financial Services
Experience
Yale School of Management  August 2011 - Present
Stride Capital   January 2010 - February 2011
American Express  May 2008 - November 2008
ISI  August 2006 - March 2008
American Express  March 2006 - July 2006
The State House Of Massachussetts   March 2004 - August 2004
Baystate Financial Services   2003 - 2004

Skills
Spanish, Recruiting, Strategy, Market Research, Leadership

Education
Universidad Pontificia Comillas   2004 — 2005

Northeastern University   2001 — 2005

Karen Bacon Karen Bacon Providence, Rhode Island Area Details
Karen Bacon's Baystate Financial Services Experience January 2002 - June 2004
Job Certified Financial Planner™ Helping people create, conserve and ultimately transfer wealth.
Industry Financial Services
Experience
Diversified Resources, LLC   June 2004 - Present
Baystate Financial Services   January 2002 - June 2004
Steven Wright Productions d/b/a The Strand Theatre   June 1993 - December 1997

Skills
Retirement Planning, Retirement, Strategic Financial..., Long-term Care, Mutual Funds, Wealth Management, Investment Advisory, Financial Advisory, Investments, Education Funding, Series 7, Wealth Accumulation, Estate Planning, Asset Allocation, Wealth, Financial Planning, Investment Strategies, Public Speaking, Insurance

Education
Babson College - Franklin W. Olin Graduate School of Business   1999 — 2001
MBA, Accounting and Finance

University of Rhode Island   1989 — 1993
B.A., Italian, Business

Maria Montuori Maria Montuori Greater Boston Area Details
Maria Montuori's Baystate Financial Services Experience May 1988 - June 1993
Job Vice President at AFRM, LLC
Industry Insurance
Experience
AFRM, LLC   October 2013 - Present
Independent Brokerage Sales   August 2007 - September 2013
Mass Mutual  October 2007 - August 2011
Montuori Financial Services   May 1993 - October 2007
Baystate Financial Services   May 1988 - June 1993
The New England  September 1987 - May 1988
Paul Revere Insurance Company  May 1987 - September 1987

Education
Boston College   1983 — 1987
Political Science / Math

Herb Daroff Herb Daroff Greater Boston Area Details
Herb Daroff's Baystate Financial Services Experience October 1996 - Present
Job Estate and Business Planning at Baystate Financial & Registered Representative
Industry Financial Services
Experience
Baystate Financial Services   October 1996 - Present

Skills
Wealth Management, Financial Advisory, Securities, Retirement Planning, Estate Planning, Mutual Funds, Asset Allocation, Series 7, Investments, Business Planning, Investment Advisory, Fixed Annuities, Series 63, Investment Strategies, Disability Insurance, Wealth

Education
Temple University - James E. Beasley School of Law   1975 — 1979

Drexel University - College of Business and Administration   1970 — 1975
Bachelor of Science (B.S.), Commerce & Engineering

Michelle Marcotte (Ludka) Michelle Marcotte (Ludka) Greater Boston Area Details
Michelle Marcotte (Ludka)'s Baystate Financial Services Experience 2006 - December 2012
Job VP, Account Executive at Eastern Benefits Group
Industry Insurance
Experience
Eastern Benefits Group  January 2013 - Present
Baystate Financial Services   2006 - December 2012
Baystate Financial Services   June 2005 - July 2006

Skills
Employee Benefits, Health Insurance, Disability Insurance, Insurance, Account Management, Strategic Planning, Customer Service, Underwriting, Brokers, Term Life Insurance, Life Insurance, Sales

Education
Isenberg School of Management, UMass Amherst   2001 — 2005
Finance

University of Massachusetts, Amherst   2001 — 2005
Bachelors, Finance

Jill Constantine Jill Constantine Greater Boston Area Details
Jill Constantine's Baystate Financial Services Experience Marketing DirectorNew England Financial, a MetLife Company2004 - Present
Job Marketing Director at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   Marketing DirectorNew England Financial, a MetLife Company2004 - Present

Education
Boston College   1993 — 1997

Lynne Sands-Patton Lynne Sands-Patton Greater Boston Area Details
Lynne Sands-Patton's Baystate Financial Services Experience November 2007 - January 2015
Job Client Services Manager
Industry Financial Services
Experience
Commonwealth Financial Group  January 2015 - September 2015
Baystate Financial Services   November 2007 - January 2015
Nantucket Winds Gift Baskets   October 2004 - October 2007

Skills
Insurance, Customer Service, Life Insurance, Investments, Retirement Planning, Management, Financial Services, Retirement, Wealth Management, Disability Insurance, Mutual Funds, Financial Planning, Sales

Education
Aquinas College   1989 — 1991
Associates, Sciences

Watertown   1980 — 1984
Diploma

Aviva Sapers Aviva Sapers Greater Boston Area Details
Aviva Sapers's Baystate Financial Services Experience 1985 - 1987
Job CEO of Sapers & Wallack, Inc.
Industry Financial Services
Experience
Sapers & Wallack, Inc.   1983 - Present
Baystate Financial Services   1985 - 1987

Skills
Executive Compensation, Succession Planning, Wealth Preservation, Financial Planning, Insurance, Employee Benefits, Long Term Care, Pensions, Estate Planning, Retirement Planning, Disability Insurance, Strategic Financial..., Executive Pay, Long-term Care, 401k, Business Strategy, Financial Advisory, Wealth Management..., Wealth, Retirement, Portfolio Management, Strategic Planning, Start-ups, Investment Management, Investment Advisory, Wealth Management, Asset Allocation, Financial Services, Investments, Leadership, Life Insurance, High Net Worth..., Investment Strategies, Asset Management

Education
The Tuck School of Business at Dartmouth   1988 — 1990
MBA, Business

Colby College
BA, Economics

The American College

Patrick McCormick Patrick McCormick Greater Boston Area Details
Patrick McCormick's Baystate Financial Services Experience June 2002 - Present
Job Financial Planner / Baystate Financial / Registered Representative
Industry Financial Services
Experience
Baystate Financial Services   June 2002 - Present

Education
Norwich University   1997 — 2001

Newburyport High School   1993 — 1997

Stacy Parker-Lurie Stacy Parker-Lurie Peabody, Massachusetts Details
Stacy Parker-Lurie's Baystate Financial Services Experience December 2011 - April 2013
Job Client Services at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management  May 2013 - Present
Baystate Financial Services   December 2011 - April 2013
Capital Management Partners, LLC   September 2007 - December 2011
FlexPlus Physical Therapy   2005 - 2007
IBM  2004 - 2006
IBM  2002 - 2004
Unilever  2001 - 2002
Liz Claiborne  2000 - 2001
Warburg Pincus  1984 - 1996

Skills
Retirement Planning, Series 63, Securities, Financial Advisory, Series 6, Financial Services, Pensions, FINRA, Marketing, Mutual Funds, Investments, Retirement

Education
Hofstra University   1978 — 1982
BFA, Fine Arts

Stephen Belsanti Stephen Belsanti Greater Boston Area Details
Stephen Belsanti's Baystate Financial Services Experience 2000 - 2005
Job VP Investment & Insurance Management at Lowell Five Bank
Industry Banking
Experience
Greater Lowell Chamber of Commerce  January 2009 - Present
The Lowell Five Bank   January 2001 - Present
Baystate Financial Services   2000 - 2005

Education
Curry College   1988 — 1992
BA, Business

Meg Muldoon, J.D., LL.M. Meg Muldoon, J.D., LL.M. Greater Philadelphia Area Details
Meg Muldoon, J.D., LL.M.'s Baystate Financial Services Experience 2004 - 2006
Job Assistant Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual  2013 - Present
Houlihan and Muldoon, Attorneys at Law   January 2009 - 2013
Suffolk University School ol Law   2002 - 2013
MetLife  2006 - 2008
Baystate Financial Services   2004 - 2006
MetLife  1998 - 2004

Skills
Estate Planning

Education
Boston University School of Law   1992 — 1993
LL.M., Law

New England Law Boston   1988 — 1991
J.D., Estate Planning/Tax

Providence College   1984 — 1988
B.S., Management

Meron M. E. Amar Meron M. E. Amar New York, New York Details
Meron M. E. Amar's Baystate Financial Services Experience May 2014 - August 2014
Job The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon  April 2015 - Present
Boston University Public Markets Investing Group   January 2015 - May 2015
Boston University Public Markets Investing Group   September 2013 - January 2015
Winer Capital Management   June 2013 - January 2015
Baystate Financial Services   May 2014 - August 2014
Deutsche Börse I Market News Int.   February 2014 - May 2014
Encore Realty  July 2013 - December 2013
Coolidge Corner Concierge   July 2012 - December 2013
NXTLoan I First American Mortgage Trust   September 2012 - May 2013

Skills
Microsoft Office, Research, Microsoft Excel, Social Media, Data Analysis, PowerPoint, Analysis, Microsoft Word, Community Outreach, Marketing, Public Relations, Customer Service, Strategic Planning, Sales, Management, Teamwork, Nonprofits, Facebook, Public Speaking, Event Planning, Marketing Strategy, Social Networking, Fundraising, Access, Market Research, Networking, Presentation Skills

Education
Boston University   2011 — 2015
Bachelor’s Degree, Economics, 3.2

Boston University London   2014 — 2014
Semester Abroad, International Economics, 3.64

Harvard University   2013 — 2013
Summer Study, Financial Economics, 3.7

University of California, Los Angeles   2012 — 2012
Summer Study, Economic Literature, 3.5

Yeshivat Netiv Aryeh   2010 — 2011
Certificate, Talmudic Studies, 3.8

Maimonides School   2006 — 2010
High School, Philosophy & Literature, 3.64

Eileen Leonardo Eileen Leonardo Greater New York City Area Details
Eileen Leonardo's Baystate Financial Services Experience May 2007 - August 2007
Job Senior Director at RF|Binder
Industry Public Relations and Communications
Experience
RFBinder  February 2014 - Present
Intermarket Communications  February 2012 - February 2014
Brunswick Group  December 2010 - January 2012
Ernst & Young  September 2009 - December 2010
Ernst & Young  August 2008 - September 2009
Baystate Financial Services   May 2007 - August 2007

Skills
Public Relations, Press Releases, Analysis, Strategic Communications, Media Relations, Crisis Communications, Social Media, Corporate Communications, Internal Communications, Marketing Communications, Social Media Marketing, Event Management, Marketing, Advertising, Event Planning, Newsletters, Integrated Marketing

Education
Elon University   2004 — 2008
BA, Mass Communications/Corporate

Newton Country Day School of the Sacred Heart   1998 — 2004

Scott Isabella Scott Isabella Greater Boston Area Details
Scott Isabella's Baystate Financial Services Experience November 2008 - May 2009
Job Student at Boston University
Industry International Trade and Development
Experience
Merrill Lynch  May 2009 - August 2009
Baystate Financial Services   November 2008 - May 2009

Education
Fisher College   2002 — 2009

R.J. Garner R.J. Garner Raleigh-Durham, North Carolina Area Details
R.J. Garner's Baystate Financial Services Experience May 2007 - August 2007
Job Retail Program Manager at Lenovo
Industry Computer Hardware
Experience
Lenovo  September 2013 - Present
TigerDirect.com  July 2013 - September 2013
TigerDirect.com  January 2012 - July 2013
Glazer's Distributors  August 2008 - September 2011
Baystate Financial Services   May 2007 - August 2007
American Trust Mortgage   December 2006 - March 2007

Skills
Sales, Strategic Financial..., Pricing, Product Development, Analysis, Market Planning, Brand Management, Account Management, Financial Services, Sales Management, Training, Product Marketing, Marketing Strategy, New Business Development, Finance

Education
Elon University   2004 — 2008
BS, Finance, General

Elon University - Martha and Spencer Love School of Business   2004 — 2008
BS, Business Administration - Finance

Katelyn Tucker Katelyn Tucker Greater Boston Area Details
Katelyn Tucker's Baystate Financial Services Experience 2009 - August 2011
Job AVP Account Executive and Wellness Director at Eastern Benefits Group
Industry Financial Services
Experience
Eastern Benefits Group  February 2015 - Present
USI Insurance Services  May 2014 - January 2015
Wells Fargo Insurance Services  June 2013 - May 2014
The Pinnacle Group  August 2011 - June 2013
Baystate Financial Services   2009 - August 2011

Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Marketing, Customer Service, Wellness, Microsoft Office, Health Care Reform, Health Savings Accounts, HRA, Benefits Administration, Dental Insurance, COBRA

Education
Roger Williams University   2005 — 2009
B.A., Communications, Political Science

Craig McCarriston, CPA Craig McCarriston, CPA Greater Boston Area Details
Craig McCarriston, CPA's Baystate Financial Services Experience June 2007 - August 2007
Job McCarriston Plumbing & Heating
Industry Construction
Experience
McCarriston Plumbing and Heating   2002 - Present
PwC  July 2011 - September 2014
Baystate Financial Services   June 2007 - August 2007
Sunlife Financial  June 2006 - August 2006
Athlete's Corner   May 2001 - September 2001

Education
Elon University - Martha and Spencer Love School of Business   2004 — 2009
BS in Accounting, Minor in Economics, Accounting and Economics

Elon University   2004 — 2008
BS, Accounting

Joe Labresh Joe Labresh Boston, Massachusetts Details
Joe Labresh's Baystate Financial Services Experience 2004 - 2007
Job VP Sales Distribution Strategies Natixis Global Asset Management
Industry Investment Management
Experience
Natixis Global Asset Management  2013 - Present
Natixis  2007 - 2012
Baystate Financial Services   2004 - 2007

Skills
Series 7, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Asset Management, Fixed Income, Equities, Investments, Portfolio Management, Wealth Management, ETFs, Hedge Funds, Investment Strategies, Securities, Investment Advisory, Series 6, Financial Services, Retirement Planning, Investment Management

Education
Bentley University
Bachelor of Science (B.S.), Economics Finance, Magna Cum Laude

Stephen Israel Stephen Israel Greater Boston Area Details
Stephen Israel's Baystate Financial Services Experience December 1971 - Present
Job Registered Rep and Financial Advisor, New England Securities, Financial Representative of Baystate Financial Services
Industry Financial Services
Experience
New England Securities  December 1971 - Present
Baystate Financial Services   December 1971 - Present

Education
New Bedford High School   1960 — 1964
High School Diploma

Northeastern University
Accounting

Naomi Myhaver Naomi Myhaver Greater Boston Area Details
Naomi Myhaver's Baystate Financial Services Experience May 2009 - Present
Job Financial Advisor, Baystate Financial
Industry Financial Services
Experience
Baystate Financial Services   May 2009 - Present
UGA  January 2008 - May 2009

Skills
Estate Planning, Retirement Planning, Retirement, Life Insurance, Mutual Funds, Long-term Care, Insurance, Employee Benefits, Investments, Disability Insurance, 401k, Asset Allocation, IRAs, Long Term Care Insurance, Securities, Financial Advisory, Roth IRA

Education
Roger Williams University   2003 — 2005
Business Management

Nichols College   2002 — 2003
Business Management

Jeffrey Innis Jeffrey Innis Greater Boston Area Details
Jeffrey Innis's Baystate Financial Services Experience March 2012 - April 2013
Job Sr. Staffing Manager at Accountemps
Industry Accounting
Experience
Accountemps  March 2015 - Present
Accountemps  May 2013 - March 2015
Baystate Financial Services   March 2012 - April 2013
Meketa Investment Group  July 2008 - July 2011

Skills
PeopleSoft, Recruiting, FINRA, Interviews, Fixed Income, Investments, Management, Finance, Mutual Funds, Securities, Sourcing, Temporary Placement, Cold Calling, Customer Service, Asset Management, Financial Analysis, Temporary Staffing

Education
Bryant University   2003 — 2008
Bachelors of Science, Finance

Anna McNamara Anna McNamara Greater Boston Area Details
Anna McNamara's Baystate Financial Services Experience February 2010 - Present
Job Executive Assistant at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services   February 2010 - Present

Education
Bay State Private College
Associate, Business Management

Lesley University
Bachelors, Business Management

Jacquelyn Engorn Jacquelyn Engorn Stoughton, Massachusetts Details
Jacquelyn Engorn's Baystate Financial Services Experience 2006 - 2008
Job IT Business Analyst at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.)   October 2007 - Present
Baystate Financial Services   2006 - 2008
State Street  2005 - 2006
Baystate Financial Services   2001 - 2005

Skills
John Hancock Certified..., Business Analysis, Financial Services, Requirements Gathering, SDLC, Microsoft Excel, Customer Service, Mutual Funds

Education
Northeastern University   2000 — 2005
Bachelor of Science (BS), Finance / Management

Anthony DePinto Anthony DePinto Stoneham, Massachusetts Details
Anthony DePinto's Baystate Financial Services Experience September 2012 - Present
Job Financial Advisor, New England Securities at Bay State Financial
Industry Financial Services
Experience
Baystate Financial Services   September 2012 - Present
Highland Wealth Management   September 2009 - September 2012
Merrill Lynch  July 2002 - September 2009

Skills
Retirement Planning, Investment Advisory, Asset Allocation, Investment Advisory..., Series 65, Uniform Combined State..., Finance, Retirement, Series 63, Mutual Funds, Wealth Management, Broker-Dealer, Series 7, FINRA, Securities

Education
Boston College - Carroll School of Management   1991 — 1998
Bachelor of Science (B.S.), Marketing

Alexandra Dimitriadis Alexandra Dimitriadis Greater Boston Area Details
Alexandra Dimitriadis's Baystate Financial Services Experience September 2013 - Present
Job
Industry Financial Services
Experience
Baystate Financial Services   September 2013 - Present
Persian Acceptance Corp.   January 2013 - Present
Second Nature Limousines   June 2005 - January 2013

Skills
Management, Microsoft Office, Budgets, Event Planning, Insurance, Nonprofits

Education
Salem State College   2004 — 2006
Master's degree, Education

Quinnipiac University   1996 — 2000
Bachelor's degree, Psychology

Blake Barker Blake Barker New York, New York Details
Blake Barker's Baystate Financial Services Experience April 2013 - May 2013
Job Sports Endorsements at Creative Artists Agency
Industry Sports
Experience
Creative Artists Agency  August 2015 - Present
ICM Partners  June 2014 - Present
Falconhead Capital  July 2013 - August 2013
ICM Partners  May 2013 - July 2013
Baystate Financial Services   April 2013 - May 2013
Cetrulo & Capone  June 2012 - July 2012
Rose Grove Capital Partners   July 2011 - July 2011

Education
Harvard University   2010 — 2014

Buckingham Browne & Nichols School   2006 — 2010

Sheila DiNuccio Sheila DiNuccio Greater Boston Area Details
Sheila DiNuccio's Baystate Financial Services Experience April 2014 - Present
Job Client Services Specialist at Baystate Financial
Industry Financial Services
Experience
Baystate Financial Services   April 2014 - Present
MetLife  January 2009 - Present
MetLife  January 2003 - December 2008
MetLife  January 2001 - December 2002
New England Financial, A MetLife Company  January 1998 - December 2000
New England Financial, A MetLife Company  January 1995 - December 1997
New England Financial, A MetLife Company  January 1990 - December 1994

Skills
CRM, Strategy, Lead Generation, Analytics, Product Management, Management, Training, Marketing, Enterprise Software, Analysis, Sales, Business Strategy, Strategic Planning, Sales Process, Market Analysis, Product Development, Segmentation, Sales Management, Selling, Databases

Education
Merrimack College
B.S, Computer Science; Finance

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