Boston Partners Financial Group, LLC
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Boston Partners Financial Group, LLC Employees
Employee
Years
Job
Industry
Christian Russo Christian Russo's Boston Partners Financial Group, LLC Experience August 2014 - October 2014
Job Investment Analyst
Industry Investment Management
Experience
Hemenway Trust Company LLC November 2014 - Present
Boston Partners Financial Group, LLC August 2014 - October 2014
Bryant University September 2013 - May 2014
Black Swan Country Club May 2013 - September 2013
Sun n Air Golf Center July 2007 - December 2012
Skills
PowerPoint, Sales, Microsoft Excel, Financial Modeling, Financial Analysis, Research, Microsoft Word, Teamwork, Access, Microsoft Office, Public Speaking, Time Management, Customer Service, Banking, Leadership, Investments, English, Negotiation, Windows, Political Science, Politics, Financial Reporting, Series 6, Series 63
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Investments and Securities
Hemenway Trust Company LLC November 2014 - Present
Boston Partners Financial Group, LLC August 2014 - October 2014
Bryant University September 2013 - May 2014
Black Swan Country Club May 2013 - September 2013
Sun n Air Golf Center July 2007 - December 2012
Skills
PowerPoint, Sales, Microsoft Excel, Financial Modeling, Financial Analysis, Research, Microsoft Word, Teamwork, Access, Microsoft Office, Public Speaking, Time Management, Customer Service, Banking, Leadership, Investments, English, Negotiation, Windows, Political Science, Politics, Financial Reporting, Series 6, Series 63
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Investments and Securities
Cheryl McCurley Cheryl McCurley's Boston Partners Financial Group, LLC Experience September 2013 - May 2014
Job Legal Assistant at Peltier Law Office, PLLC / Parry & Parry, P.C.
Industry Law Practice
Experience
Peltier Law Office, PLLC / Parry & Parry, P.C. May 2014 - Present
Boston Partners Financial Group, LLC September 2013 - May 2014
MetLife March 1998 - March 2013
Whittier Health Network 1997 - 1997
Davis & White, P.C. 1995 - 1996
Shawmut Bank 1995 - 1995
Filene's 1993 - 1995
Skills
Administrative..., Banking, Retail Sales, Microsoft Office, Access, Time Management, Analysis, Human Resources, PowerPoint, Microsoft Excel, Office Administration, Training, Process Improvement, Customer Satisfaction, Data Analysis, Team Building, Microsoft Word, Office Management, Customer Service, Team Leadership
Education
Northern Essex Community College 1993 — 1995
Associate of Arts (AA), Paralegal Studies
Peltier Law Office, PLLC / Parry & Parry, P.C. May 2014 - Present
Boston Partners Financial Group, LLC September 2013 - May 2014
MetLife March 1998 - March 2013
Whittier Health Network 1997 - 1997
Davis & White, P.C. 1995 - 1996
Shawmut Bank 1995 - 1995
Filene's 1993 - 1995
Skills
Administrative..., Banking, Retail Sales, Microsoft Office, Access, Time Management, Analysis, Human Resources, PowerPoint, Microsoft Excel, Office Administration, Training, Process Improvement, Customer Satisfaction, Data Analysis, Team Building, Microsoft Word, Office Management, Customer Service, Team Leadership
Education
Northern Essex Community College 1993 — 1995
Associate of Arts (AA), Paralegal Studies
Debbie Lamy McNeany Debbie Lamy McNeany's Boston Partners Financial Group, LLC Experience March 2012 - February 2015
Job Director of Business Development at Invest in Others Charitable Foundation
Industry Financial Services
Experience
Invest in Others Charitable Foundation March 2015 - Present
Boston Partners Financial Group, LLC March 2012 - February 2015
MetLife 2004 - July 2011
MetLife 2008 - 2010
MetLife 2004 - 2008
Baystate Financial Services / Strategic Financial Partners, a Metlife Company 1997 - 2004
Omgeo, a Thompson Company January 2001 - October 2001
Skills
Marketing Management, Team Leadership, Public Speaking, Marketing Strategy, Coaching, Social Media, Event Planning, Strategic Planning, Event Management, Marketing Communications, Sales Management, Public Relations, Market Planning, Lead Generation, Leadership, Marketing
Education
Bentley University 1993 — 1997
BS, Finance and CIS
Invest in Others Charitable Foundation March 2015 - Present
Boston Partners Financial Group, LLC March 2012 - February 2015
MetLife 2004 - July 2011
MetLife 2008 - 2010
MetLife 2004 - 2008
Baystate Financial Services / Strategic Financial Partners, a Metlife Company 1997 - 2004
Omgeo, a Thompson Company January 2001 - October 2001
Skills
Marketing Management, Team Leadership, Public Speaking, Marketing Strategy, Coaching, Social Media, Event Planning, Strategic Planning, Event Management, Marketing Communications, Sales Management, Public Relations, Market Planning, Lead Generation, Leadership, Marketing
Education
Bentley University 1993 — 1997
BS, Finance and CIS
Kali Hart (Hryniewich)'s Boston Partners Financial Group, LLC Experience May 2013 - August 2013
Job Business Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance July 2014 - Present
Acton Public School December 2012 - November 2013
Boston Partners Financial Group, LLC May 2013 - August 2013
Acton-Boxborough Community Education September 2008 - August 2013
Skills
Leadership, Interpersonal Skill, Work Ethic, Perseverance, Organized Multi-tasker, Time Management, Highly Dedicated, Close Attention to..., Success Driven, Highly responsible, Determined to Succeed, Reliable, PowerPoint, Teamwork, Facebook, Team-oriented, Sports, Teaching, Social Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Management and Spanish
Liberty Mutual Insurance July 2014 - Present
Acton Public School December 2012 - November 2013
Boston Partners Financial Group, LLC May 2013 - August 2013
Acton-Boxborough Community Education September 2008 - August 2013
Skills
Leadership, Interpersonal Skill, Work Ethic, Perseverance, Organized Multi-tasker, Time Management, Highly Dedicated, Close Attention to..., Success Driven, Highly responsible, Determined to Succeed, Reliable, PowerPoint, Teamwork, Facebook, Team-oriented, Sports, Teaching, Social Media
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2015 — 2017
Master of Business Administration (MBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Management and Spanish
Benjamin Uhlarik Benjamin Uhlarik's Boston Partners Financial Group, LLC Experience May 2012 - August 2012
Job Client Service Analyst at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
The Boston Company Asset Management, LLC November 2014 - Present
Fidelity Investments May 2013 - October 2014
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Analytical Skills, Equities, Sales, Finance, Economics, PowerPoint, Critical Thinking, Research
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Resource Economics, 3.3
The Boston Company Asset Management, LLC November 2014 - Present
Fidelity Investments May 2013 - October 2014
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, Analytical Skills, Equities, Sales, Finance, Economics, PowerPoint, Critical Thinking, Research
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Resource Economics, 3.3
Nicholas Frazier's Boston Partners Financial Group, LLC Experience February 2013 - March 2013
Job Union Benefit Coordinator
Industry Insurance
Experience
American Income Life April 2013 - Present
Nicholas W. Frazier May 2010 - May 2013
Boston Partners Financial Group, LLC February 2013 - March 2013
People's Trust Company August 2012 - February 2013
Smith & Sons Painting October 2011 - January 2012
University of Vermont August 2010 - December 2011
M&S Enterprises June 2011 - September 2011
Gardener's Supply Company February 2011 - June 2011
Fletcher Allen Health Center September 2008 - August 2010
Collegiate Entrepreneurs November 2008 - December 2009
Skills
Sales, Customer Service, Customer Service..., Employee Management, Resource Management, Profit Manager, Bobcat Ceritfied, Bilingual, Experienced Traveler, Goal Orientation, Financial Analysis, Financial Modeling, Technical Analysis, Consultation Skills, New Business Development, Marketing, Microsoft Office, MIS, Database Design, Relational Databases, Cross-functional Team..., International Market..., Competitive Analysis, Financial Statement..., Cultural Awareness, International Economics
Education
Universidad Pública de Navarra 2012 — 2012
Bachelor of Science (B.S.), International Economics
University of Vermont 2008 — 2012
Bachelor of Science (B.S.), Finance & International Business, Graduate
Johnson State College 2007 — 2008
Bachelor's degree, Business Administration and Management, General, 3.24
American Income Life April 2013 - Present
Nicholas W. Frazier May 2010 - May 2013
Boston Partners Financial Group, LLC February 2013 - March 2013
People's Trust Company August 2012 - February 2013
Smith & Sons Painting October 2011 - January 2012
University of Vermont August 2010 - December 2011
M&S Enterprises June 2011 - September 2011
Gardener's Supply Company February 2011 - June 2011
Fletcher Allen Health Center September 2008 - August 2010
Collegiate Entrepreneurs November 2008 - December 2009
Skills
Sales, Customer Service, Customer Service..., Employee Management, Resource Management, Profit Manager, Bobcat Ceritfied, Bilingual, Experienced Traveler, Goal Orientation, Financial Analysis, Financial Modeling, Technical Analysis, Consultation Skills, New Business Development, Marketing, Microsoft Office, MIS, Database Design, Relational Databases, Cross-functional Team..., International Market..., Competitive Analysis, Financial Statement..., Cultural Awareness, International Economics
Education
Universidad Pública de Navarra 2012 — 2012
Bachelor of Science (B.S.), International Economics
University of Vermont 2008 — 2012
Bachelor of Science (B.S.), Finance & International Business, Graduate
Johnson State College 2007 — 2008
Bachelor's degree, Business Administration and Management, General, 3.24
Justin Quinn's Boston Partners Financial Group, LLC Experience May 2013 - July 2013
Job Audit Intern at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP January 2014 - March 2014
National Yiddish Book Center September 2013 - December 2013
Boston Partners Financial Group, LLC May 2013 - July 2013
National Yoga Month March 2012 - October 2012
Beaver Summer Programs June 2012 - August 2012
Kid Power, Inc. September 2011 - May 2012
Skills
Social Media Marketing, Organization, Team Leadership, Microsoft Office, Adobe Creative Suite, Critical Thinking, Communication, Press Relations, Writing, Teaching, Teamwork, Marketing, Management, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Business/Management
The George Washington University 2011 — 2012
Grant Thornton LLP January 2014 - March 2014
National Yiddish Book Center September 2013 - December 2013
Boston Partners Financial Group, LLC May 2013 - July 2013
National Yoga Month March 2012 - October 2012
Beaver Summer Programs June 2012 - August 2012
Kid Power, Inc. September 2011 - May 2012
Skills
Social Media Marketing, Organization, Team Leadership, Microsoft Office, Adobe Creative Suite, Critical Thinking, Communication, Press Relations, Writing, Teaching, Teamwork, Marketing, Management, Microsoft Excel
Education
Isenberg School of Management, UMass Amherst 2012 — 2015
Bachelor of Business Administration (BBA), Accounting and Business/Management
The George Washington University 2011 — 2012
Allyson Holland's Boston Partners Financial Group, LLC Experience January 2014 - January 2014
Job Sales and Marketing Intern at EBSCO Information Services
Industry Financial Services
Experience
EBSCO Information Services September 2015 - Present
Endicott College August 2013 - Present
Otis Elevator Company May 2015 - August 2015
Summer Place July 2013 - August 2014
Boston Partners Financial Group, LLC January 2014 - January 2014
New England Racing Fuel March 2012 - July 2013
Farmington Jewelers January 2013 - January 2013
Skills
Data Entry, PowerPoint, Time Management, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Spreadsheets, Leadership
Education
Endicott College 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Management
EBSCO Information Services September 2015 - Present
Endicott College August 2013 - Present
Otis Elevator Company May 2015 - August 2015
Summer Place July 2013 - August 2014
Boston Partners Financial Group, LLC January 2014 - January 2014
New England Racing Fuel March 2012 - July 2013
Farmington Jewelers January 2013 - January 2013
Skills
Data Entry, PowerPoint, Time Management, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Spreadsheets, Leadership
Education
Endicott College 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Management
Christina Knobel Christina Knobel's Boston Partners Financial Group, LLC Experience July 2009 - December 2009
Job JD, MBA
Industry Law Practice
Experience
American Tower January 2015 - Present
US Department of Homeland Security July 2011 - May 2014
Boston's Top 20 May 2013 - March 2014
Laura C. Knobel, MD, FAAFP January 2010 - July 2011
Boston Partners Financial Group, LLC July 2009 - December 2009
Commonwealth Annuity and Life Insurance Company - A Goldman Sachs Company May 2008 - August 2008
Skills
Legal Research, Litigation, Legal Writing, Courts, Westlaw, Appeals, Research, Investments, Estate Planning, Civil Litigation, Insurance, Mediation, Intellectual Property, Lexis, Legal Assistance, Due Diligence, • Advanced Westlaw..., • Advanced LexisNexis..., • Westlaw..., • LexisNexis..., • Advanced WestlawNext..., • Microsoft Office Suite, • Proficient in Spanish, • Adobe Photoshop..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, LexisNexis
Education
Suffolk University Law School 2010 — 2014
JD, MBA, Health and Biomedical Law, Business Law, Health Care Administration
Bates College 2005 — 2009
Bachelor of Science, Economics
College of the Holy Cross 2006 — 2006
Economics
Walpole High School 2001 — 2005
American Tower January 2015 - Present
US Department of Homeland Security July 2011 - May 2014
Boston's Top 20 May 2013 - March 2014
Laura C. Knobel, MD, FAAFP January 2010 - July 2011
Boston Partners Financial Group, LLC July 2009 - December 2009
Commonwealth Annuity and Life Insurance Company - A Goldman Sachs Company May 2008 - August 2008
Skills
Legal Research, Litigation, Legal Writing, Courts, Westlaw, Appeals, Research, Investments, Estate Planning, Civil Litigation, Insurance, Mediation, Intellectual Property, Lexis, Legal Assistance, Due Diligence, • Advanced Westlaw..., • Advanced LexisNexis..., • Westlaw..., • LexisNexis..., • Advanced WestlawNext..., • Microsoft Office Suite, • Proficient in Spanish, • Adobe Photoshop..., Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, LexisNexis
Education
Suffolk University Law School 2010 — 2014
JD, MBA, Health and Biomedical Law, Business Law, Health Care Administration
Bates College 2005 — 2009
Bachelor of Science, Economics
College of the Holy Cross 2006 — 2006
Economics
Walpole High School 2001 — 2005
Bryan Hume Bryan Hume's Boston Partners Financial Group, LLC Experience August 2013 - November 2013
Job Regional Sales Manager at Bradford Networks
Industry Computer & Network Security
Experience
Bradford Networks July 2015 - Present
Bradford Networks December 2014 - July 2015
Bradford Networks October 2014 - December 2014
Bradford Networks December 2013 - October 2014
Boston Partners Financial Group, LLC August 2013 - November 2013
Skills
Accounting, Financial Management, Sales, Web Design, Customer Service, Leadership, PowerPoint, Microsoft Excel, Managerial Finance, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Time Management, Social Media, Salesforce.com, Research, Event Planning, Business Development
Education
Saint Anselm College
Bradford Networks July 2015 - Present
Bradford Networks December 2014 - July 2015
Bradford Networks October 2014 - December 2014
Bradford Networks December 2013 - October 2014
Boston Partners Financial Group, LLC August 2013 - November 2013
Skills
Accounting, Financial Management, Sales, Web Design, Customer Service, Leadership, PowerPoint, Microsoft Excel, Managerial Finance, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Time Management, Social Media, Salesforce.com, Research, Event Planning, Business Development
Education
Saint Anselm College
Christine Fogarty Christine Fogarty's Boston Partners Financial Group, LLC Experience December 2012 - January 2013
Job 8th Grade Science Teacher at Georgetown Public Schools
Industry Primary/Secondary Education
Experience
Georgetown Public Schools August 2014 - Present
Haverhill Public Schools June 2014 - August 2014
Haverhill Public Schools April 2014 - June 2014
Masconomet Regional School District January 2014 - March 2014
Haverhill Public Schools August 2013 - December 2013
AeroScout/Stanley Black & Decker May 2013 - September 2013
Radon Diagnostics, Inc. February 2013 - September 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Herley Industries October 2012 - November 2012
AlphaSimplex Group February 2010 - October 2012
Skills
Human Resources, Accounts Payable, Office Management, Outlook, Middle School..., Outdoor Leadership..., Volunteer Management, Teaching Adults, Workshop Facilitation, Group Instruction, Small Group Instruction, Event Planning, Research, Nonprofits, Team Building, PowerPoint, Fundraising, Project Management, Public Speaking, Microsoft Office, Management
Education
Merrimack College 2008 — 2014
Master of Education (M.Ed.), Middle School Education, 5-8
Merrimack College 1999 — 2004
Bachelor of Science (B.S.), Business Administration
Northern Essex Community College 1988 — 1993
Associate of Science (A.S.), Business Management
Georgetown Public Schools August 2014 - Present
Haverhill Public Schools June 2014 - August 2014
Haverhill Public Schools April 2014 - June 2014
Masconomet Regional School District January 2014 - March 2014
Haverhill Public Schools August 2013 - December 2013
AeroScout/Stanley Black & Decker May 2013 - September 2013
Radon Diagnostics, Inc. February 2013 - September 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Herley Industries October 2012 - November 2012
AlphaSimplex Group February 2010 - October 2012
Skills
Human Resources, Accounts Payable, Office Management, Outlook, Middle School..., Outdoor Leadership..., Volunteer Management, Teaching Adults, Workshop Facilitation, Group Instruction, Small Group Instruction, Event Planning, Research, Nonprofits, Team Building, PowerPoint, Fundraising, Project Management, Public Speaking, Microsoft Office, Management
Education
Merrimack College 2008 — 2014
Master of Education (M.Ed.), Middle School Education, 5-8
Merrimack College 1999 — 2004
Bachelor of Science (B.S.), Business Administration
Northern Essex Community College 1988 — 1993
Associate of Science (A.S.), Business Management
Shaun Sullivan's Boston Partners Financial Group, LLC Experience January 2010 - August 2015
Job Financial Advisor at Antaeus Wealth Advisors
Industry Financial Services
Experience
Antaeus Wealth Advisors, LLC September 2015 - Present
Boston Partners Financial Group, LLC January 2010 - August 2015
Education
University of Maine
Antaeus Wealth Advisors, LLC September 2015 - Present
Boston Partners Financial Group, LLC January 2010 - August 2015
Education
University of Maine
Connor J. Koellner Connor J. Koellner's Boston Partners Financial Group, LLC Experience August 2013 - September 2014
Job Fund Administrator at State Street
Industry Financial Services
Experience
State Street November 2014 - Present
Boston Partners Financial Group, LLC August 2013 - September 2014
Education
Bryant University 2009 — 2013
Bachelor's Degree, Accounting and Business/Management
State Street November 2014 - Present
Boston Partners Financial Group, LLC August 2013 - September 2014
Education
Bryant University 2009 — 2013
Bachelor's Degree, Accounting and Business/Management
Elizabeth Fenn Elizabeth Fenn's Boston Partners Financial Group, LLC Experience August 2013 - December 2013
Job Performance Analyst II at NEPC, LLC
Industry Financial Services
Experience
NEPC, LLC January 2015 - Present
NEPC, LLC June 2014 - January 2015
Colliers-International January 2014 - May 2014
Boston Partners Financial Group, LLC August 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Publisher, Marketing, Outlook, Customer Service, Social Networking, Facebook, Management, Public Speaking
Education
Saint Anselm College 2010 — 2014
Financial Economics
Bishop Guertin High School 2006 — 2010
NEPC, LLC January 2015 - Present
NEPC, LLC June 2014 - January 2015
Colliers-International January 2014 - May 2014
Boston Partners Financial Group, LLC August 2013 - December 2013
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Publisher, Marketing, Outlook, Customer Service, Social Networking, Facebook, Management, Public Speaking
Education
Saint Anselm College 2010 — 2014
Financial Economics
Bishop Guertin High School 2006 — 2010
Chris Sullivan Chris Sullivan's Boston Partners Financial Group, LLC Experience January 2012 - June 2012
Job Advanced Surgical Devices at Smith & Nephew
Industry Medical Devices
Experience
Smith & Nephew September 2014 - Present
AppNeta March 2013 - April 2014
AppNeta June 2012 - March 2013
Boston Partners Financial Group, LLC January 2012 - June 2012
Black River Landscape and Construction May 2007 - September 2011
Skills
Medical Devices, Operating Room, Cloud Computing, Data Center, New Business Development, Sales, Salesforce.com, Account Management, Networking, Sales Process, Solution Selling, Cold Calling, SaaS, Enterprise Software, Direct Sales, Managed Services, Sales Operations, Unified Communications, Telecommunications, VoIP, Management, Team Leadership, Medical Sales, Surgical Device Sales, Surgeons
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts, Business
Smith & Nephew September 2014 - Present
AppNeta March 2013 - April 2014
AppNeta June 2012 - March 2013
Boston Partners Financial Group, LLC January 2012 - June 2012
Black River Landscape and Construction May 2007 - September 2011
Skills
Medical Devices, Operating Room, Cloud Computing, Data Center, New Business Development, Sales, Salesforce.com, Account Management, Networking, Sales Process, Solution Selling, Cold Calling, SaaS, Enterprise Software, Direct Sales, Managed Services, Sales Operations, Unified Communications, Telecommunications, VoIP, Management, Team Leadership, Medical Sales, Surgical Device Sales, Surgeons
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts, Business
Ryan P. Foley Ryan P. Foley's Boston Partners Financial Group, LLC Experience August 2011 - April 2014
Job Financial Advisor at Bonfiglio, Kiley and Associates, A private wealth advisory practice of Ameriprise Financial Service
Industry Financial Services
Experience
Bonfiglio, Kiley and Associates April 2014 - Present
Boston Partners Financial Group, LLC August 2011 - April 2014
Education
Saint Anselm College 2007 — 2011
Bachelor's Degree, Business
Saint Johns 2003 — 2007
High School
Bonfiglio, Kiley and Associates April 2014 - Present
Boston Partners Financial Group, LLC August 2011 - April 2014
Education
Saint Anselm College 2007 — 2011
Bachelor's Degree, Business
Saint Johns 2003 — 2007
High School
Andre Abouhala Andre Abouhala's Boston Partners Financial Group, LLC Experience August 2013 - April 2014
Job Investment Analyst at Massachusetts Pension Reserves Investment Management
Industry Investment Management
Experience
Massachusetts Pension Reserves Investment Management September 2014 - Present
Weston Capital Partners May 2014 - August 2014
Boston Partners Financial Group, LLC August 2013 - April 2014
Archway Investment Fund September 2012 - May 2013
Axeda Corporation May 2012 - August 2012
Skills
Investments, Financial Analysis, Microsoft Office, Financial Modeling, Equities, Teamwork, Securities, Social Media, Management, Microsoft Excel, Presentations, Valuation, Leadership, Social Networking, FactSet, Bloomberg Terminal, Portfolio Management, Analysis, Fixed Income
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2009 — 2013
Bachelor's Degree, Finance, Communications Minor
Medfield High School 2005 — 2009
High School
Massachusetts Pension Reserves Investment Management September 2014 - Present
Weston Capital Partners May 2014 - August 2014
Boston Partners Financial Group, LLC August 2013 - April 2014
Archway Investment Fund September 2012 - May 2013
Axeda Corporation May 2012 - August 2012
Skills
Investments, Financial Analysis, Microsoft Office, Financial Modeling, Equities, Teamwork, Securities, Social Media, Management, Microsoft Excel, Presentations, Valuation, Leadership, Social Networking, FactSet, Bloomberg Terminal, Portfolio Management, Analysis, Fixed Income
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Bryant University 2009 — 2013
Bachelor's Degree, Finance, Communications Minor
Medfield High School 2005 — 2009
High School
Lynn Tran Lynn Tran's Boston Partners Financial Group, LLC Experience January 2012 - March 2013
Job Marketing and Project Management
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Boston Partners Financial Group, LLC January 2012 - March 2013
Hairlines Salon April 2006 - January 2012
Boston Partners Financial Group September 2010 - December 2011
Skills
Customer Service, Budgeting, Administration, Social Media, Email Marketing, Microsoft Office, Social Media Marketing, Social Networking, Blogging, Research, Public Speaking, Special Events, Daily Reports, Performance Reporting, Scheduling, Word, Strategic Planning, Customer Relations, Outlook, Smart Office, HTML, Excel, PowerPoint, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Marketing
Suffolk University 2007 — 2011
BSBA, Marketing, Legal Studies and Finance Double Minor
Northeast Metropolitan Regional Vocational Technical High School 2003 — 2007
High School Diploma, Cosmetology
BNY Mellon February 2013 - Present
Boston Partners Financial Group, LLC January 2012 - March 2013
Hairlines Salon April 2006 - January 2012
Boston Partners Financial Group September 2010 - December 2011
Skills
Customer Service, Budgeting, Administration, Social Media, Email Marketing, Microsoft Office, Social Media Marketing, Social Networking, Blogging, Research, Public Speaking, Special Events, Daily Reports, Performance Reporting, Scheduling, Word, Strategic Planning, Customer Relations, Outlook, Smart Office, HTML, Excel, PowerPoint, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Marketing
Suffolk University 2007 — 2011
BSBA, Marketing, Legal Studies and Finance Double Minor
Northeast Metropolitan Regional Vocational Technical High School 2003 — 2007
High School Diploma, Cosmetology
Tyson Pettitt Tyson Pettitt's Boston Partners Financial Group, LLC Experience 2009 - 2011
Job Regional Director at FSquared Investments
Industry Financial Services
Experience
F-Squared Investments March 2013 - August 2015
Capital Formation Group 2011 - 2013
Boston Partners Financial Group, LLC 2009 - 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration: Management
The Holderness School
Cardigan Mountain School
F-Squared Investments March 2013 - August 2015
Capital Formation Group 2011 - 2013
Boston Partners Financial Group, LLC 2009 - 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BS, Business Administration: Management
The Holderness School
Cardigan Mountain School
Noel Dulac, CFP®, ChFC®, AIF®, C(k)P™'s Boston Partners Financial Group, LLC Experience June 1995 - Present
Job Senior Vice President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC June 1995 - Present
Northern New England Agency June 2001 - June 2007
John Hancock Life Insurance Company (U.S.A.)-Merrimack Valley Agency June 1996 - June 2000
John Hancock Life Insurance Company (U.S.A.) June 1995 - June 1996
Education
Bentley University
Bachelor of Science, Finance
Chelmsford High School 1988 — 1992
Boston Partners Financial Group, LLC June 1995 - Present
Northern New England Agency June 2001 - June 2007
John Hancock Life Insurance Company (U.S.A.)-Merrimack Valley Agency June 1996 - June 2000
John Hancock Life Insurance Company (U.S.A.) June 1995 - June 1996
Education
Bentley University
Bachelor of Science, Finance
Chelmsford High School 1988 — 1992
Christopher Powers's Boston Partners Financial Group, LLC Experience January 2011 - May 2011
Job Educational Consultant at Huron Consulting Group
Industry Higher Education
Experience
Huron Consulting Group July 2015 - Present
University of Notre Dame MBA May 2014 - May 2015
Bishop John Carroll School August 2012 - May 2014
Liberty Mutual Insurance May 2011 - January 2012
Boston Partners Financial Group, LLC January 2011 - May 2011
Skills
Teaching, Economics, Corporate Finance, Leadership, Teamwork, Coaching, Strategic Planning, Research, Marketing, Management, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Notre Dame 2012 — 2014
Masters of Education, Elementary Education and Teaching
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Huron Consulting Group July 2015 - Present
University of Notre Dame MBA May 2014 - May 2015
Bishop John Carroll School August 2012 - May 2014
Liberty Mutual Insurance May 2011 - January 2012
Boston Partners Financial Group, LLC January 2011 - May 2011
Skills
Teaching, Economics, Corporate Finance, Leadership, Teamwork, Coaching, Strategic Planning, Research, Marketing, Management, Microsoft Excel
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (MBA), Corporate Finance
University of Notre Dame 2012 — 2014
Masters of Education, Elementary Education and Teaching
Saint Anselm College 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Brandon Ossinger Brandon Ossinger's Boston Partners Financial Group, LLC Experience December 2012 - January 2013
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC April 2015 - Present
PwC January 2015 - April 2015
Fidelity Investments July 2014 - December 2014
Atkins Investment Group June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
Atkins Investment Group September 2012 - June 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Skills
Time Management, Microsoft Office, Windows 7, Determined, Investments, Leadership, Visual Basic, VBA, WordPress, HTML 5, Professionalism, Team Building, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, ISM and Finance
Nashua High School- South 2006 — 2010
High School Diploma, General Education
PwC April 2015 - Present
PwC January 2015 - April 2015
Fidelity Investments July 2014 - December 2014
Atkins Investment Group June 2013 - May 2014
Fidelity Investments June 2013 - August 2013
Atkins Investment Group September 2012 - June 2013
Boston Partners Financial Group, LLC December 2012 - January 2013
Fidelity Investments May 2012 - August 2012
Skills
Time Management, Microsoft Office, Windows 7, Determined, Investments, Leadership, Visual Basic, VBA, WordPress, HTML 5, Professionalism, Team Building, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2010 — 2014
Bachelor's degree, ISM and Finance
Nashua High School- South 2006 — 2010
High School Diploma, General Education
Acadia Willis's Boston Partners Financial Group, LLC Experience June 2014 - July 2014
Job Temporary Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - August 2015
Boston Partners Financial Group, LLC June 2014 - July 2014
Boston Medical Center July 2013 - January 2014
Partners HealthCare June 2010 - January 2013
Skills
Healthcare, Microsoft Excel, HIPAA, Data Analysis, Microsoft Word, Microsoft Office, Social Media, Editing, Public Speaking, Team Work, Microsoft PowerPoint, Leadership, Teamwork
Education
Endicott College 2012 — 2015
Bachelor's Degree, Finance
Swampscott High School 2008 — 2012
Fidelity Investments September 2015 - Present
Fidelity Investments June 2015 - August 2015
Boston Partners Financial Group, LLC June 2014 - July 2014
Boston Medical Center July 2013 - January 2014
Partners HealthCare June 2010 - January 2013
Skills
Healthcare, Microsoft Excel, HIPAA, Data Analysis, Microsoft Word, Microsoft Office, Social Media, Editing, Public Speaking, Team Work, Microsoft PowerPoint, Leadership, Teamwork
Education
Endicott College 2012 — 2015
Bachelor's Degree, Finance
Swampscott High School 2008 — 2012
Andrew Messner's Boston Partners Financial Group, LLC Experience January 2014 - May 2014
Job Inbound Sales Representative at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management July 2015 - Present
McAdam Financially Advanced™ June 2014 - July 2015
Scarborough State Beach May 2011 - July 2014
Boston Partners Financial Group, LLC January 2014 - May 2014
Next Level Lacrosse November 2006 - March 2012
Blue Chip Lacrosse Camps May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Social Media, Social Networking, Social Skills, Problem Solving, Cpr Certified, AED certified, Team Leadership, Team Management, Communication, AED, First Aid, Leadership, Teamwork, Time Management, PowerPoint, Financial Planning, Investment Strategies
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Business
LaSalle Academy 2006 — 2010
High School
MFS Investment Management July 2015 - Present
McAdam Financially Advanced™ June 2014 - July 2015
Scarborough State Beach May 2011 - July 2014
Boston Partners Financial Group, LLC January 2014 - May 2014
Next Level Lacrosse November 2006 - March 2012
Blue Chip Lacrosse Camps May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Social Media, Social Networking, Social Skills, Problem Solving, Cpr Certified, AED certified, Team Leadership, Team Management, Communication, AED, First Aid, Leadership, Teamwork, Time Management, PowerPoint, Financial Planning, Investment Strategies
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Business
LaSalle Academy 2006 — 2010
High School
Edward Bustin's Boston Partners Financial Group, LLC Experience June 2003 - August 2008
Job Business Development Manager at Industrial Motions Engineering, Inc.
Industry Mechanical or Industrial Engineering
Experience
Industrial Motions Engineering, Inc. August 2008 - Present
Boston Partners Financial Group, LLC June 2003 - August 2008
Skills
New Business Development, Cross-functional Team..., Business Development, Machining, Rapid Prototyping
Education
Emerson College 1992 — 1995
Bachelor's degree, Communication, General
Boston University 1990 — 1992
Liberal Arts and Sciences/Liberal Studies
Industrial Motions Engineering, Inc. August 2008 - Present
Boston Partners Financial Group, LLC June 2003 - August 2008
Skills
New Business Development, Cross-functional Team..., Business Development, Machining, Rapid Prototyping
Education
Emerson College 1992 — 1995
Bachelor's degree, Communication, General
Boston University 1990 — 1992
Liberal Arts and Sciences/Liberal Studies
Spyros Antoniou's Boston Partners Financial Group, LLC Experience May 2014 - August 2014
Job Compensation Analyst at Brooks Automation
Industry Banking
Experience
Brooks Automation June 2015 - August 2015
Institute of International Economic Relations January 2015 - May 2015
University of Massachusetts Amherst December 2013 - December 2014
Isenberg Undergraduate Leadership Council January 2014 - October 2014
Boston Partners Financial Group, LLC May 2014 - August 2014
State Street Bank January 2013 - August 2014
Boston Partners Financial Group, LLC May 2013 - August 2013
Workers' Credit Union September 2010 - May 2012
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cash Handling Experience, Electronic Payments, Facebook, Customer Service, Risk Management, Project Management, Accounting, Time Management, Finance, Research, Financial Analysis, Analysis, Teamwork
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Minor Economics
Chelmsford High School 2008 — 2012
Middlesex Community College
Brooks Automation June 2015 - August 2015
Institute of International Economic Relations January 2015 - May 2015
University of Massachusetts Amherst December 2013 - December 2014
Isenberg Undergraduate Leadership Council January 2014 - October 2014
Boston Partners Financial Group, LLC May 2014 - August 2014
State Street Bank January 2013 - August 2014
Boston Partners Financial Group, LLC May 2013 - August 2013
Workers' Credit Union September 2010 - May 2012
Skills
Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Cash Handling Experience, Electronic Payments, Facebook, Customer Service, Risk Management, Project Management, Accounting, Time Management, Finance, Research, Financial Analysis, Analysis, Teamwork
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Minor Economics
Chelmsford High School 2008 — 2012
Middlesex Community College
Demo Papadopulos Demo Papadopulos's Boston Partners Financial Group, LLC Experience June 2014 - August 2014
Job Resident Assistant at University of Massachusetts Amherst
Industry Marketing and Advertising
Experience
University of Massachusetts Amherst August 2014 - Present
Captain Famous Pizza 2009 - Present
Boston Partners Financial Group, LLC June 2014 - August 2014
Olympia Realty Trust 2011 - 2013
Skills
Microsoft Excel, Customer Service, Leadership, Writing, Event Planning, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Public Speaking, Team Leadership, Data Entry, Data Analysis
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor's Degree, BBA, Marketing and BA, English (Dual Degree), Junior
Andover High School 2009 — 2012
High School
University of Massachusetts Amherst August 2014 - Present
Captain Famous Pizza 2009 - Present
Boston Partners Financial Group, LLC June 2014 - August 2014
Olympia Realty Trust 2011 - 2013
Skills
Microsoft Excel, Customer Service, Leadership, Writing, Event Planning, Microsoft Word, PowerPoint, Teamwork, Time Management, Research, Public Speaking, Team Leadership, Data Entry, Data Analysis
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor's Degree, BBA, Marketing and BA, English (Dual Degree), Junior
Andover High School 2009 — 2012
High School
Jeffrey Oberg Jeffrey Oberg's Boston Partners Financial Group, LLC Experience June 2012 - August 2012
Job Tax Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
PwC June 2013 - August 2013
Boston Partners Financial Group, LLC June 2012 - August 2012
Vector Marketing June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Tax, Program Management, Finance
Education
Northeastern University 2014 — 2014
Master of Science (M.S.), Accounting, 4.00
Bryant University 2010 — 2014
Bachelor's Degree, Accounting, 3.52
PwC January 2015 - Present
PwC June 2013 - August 2013
Boston Partners Financial Group, LLC June 2012 - August 2012
Vector Marketing June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Tax, Program Management, Finance
Education
Northeastern University 2014 — 2014
Master of Science (M.S.), Accounting, 4.00
Bryant University 2010 — 2014
Bachelor's Degree, Accounting, 3.52
Andrew McFarlin Andrew McFarlin's Boston Partners Financial Group, LLC Experience July 2012 - October 2012
Job Financial Planning Assistant at New England Private Wealth Advisors
Industry Financial Services
Experience
New England Private Wealth Advisors January 2014 - Present
MFS Investment Management February 2013 - Present
Boston Partners Financial Group, LLC July 2012 - October 2012
LBA Wealth Management, LLC June 2011 - June 2011
Skills
Series 6, Series 63, Microsoft Office, Bloomberg, Producer Licensing
Education
Stonehill College 2008 — 2012
Bachelors, Bachelors of Science in Business Administration: Finance; Bachelor of Arts: Economics
acton boxborough regional
New England Private Wealth Advisors January 2014 - Present
MFS Investment Management February 2013 - Present
Boston Partners Financial Group, LLC July 2012 - October 2012
LBA Wealth Management, LLC June 2011 - June 2011
Skills
Series 6, Series 63, Microsoft Office, Bloomberg, Producer Licensing
Education
Stonehill College 2008 — 2012
Bachelors, Bachelors of Science in Business Administration: Finance; Bachelor of Arts: Economics
acton boxborough regional
Jessica Adams Jessica Adams's Boston Partners Financial Group, LLC Experience July 2010 - September 2010
Job Finance Associate
Industry Financial Services
Experience
StormHarbour Partners December 2010 - Present
Boston Partners Financial Group LLC July 2010 - September 2010
NextG Networks May 2007 - December 2008
Skills
Series 7, Series 63, 401k, Microsoft Excel, Payroll, Employee Benefits, Bloomberg, Accounting, Salesforce.com, Outlook, Microsoft Office, Microsoft Word, Bank Reconciliation, General Ledger, Health Insurance, Accounts Payable, Sage, Period End Closing, Wire Transfers, Benefits Administration, Expenses, COBRA, Unemployment Claims, Paychex, Headcount Reporting, Invoicing
Education
Bryant University 2006 — 2010
Business Administration, Finance
Scituate High School 2002 — 2006
StormHarbour Partners December 2010 - Present
Boston Partners Financial Group LLC July 2010 - September 2010
NextG Networks May 2007 - December 2008
Skills
Series 7, Series 63, 401k, Microsoft Excel, Payroll, Employee Benefits, Bloomberg, Accounting, Salesforce.com, Outlook, Microsoft Office, Microsoft Word, Bank Reconciliation, General Ledger, Health Insurance, Accounts Payable, Sage, Period End Closing, Wire Transfers, Benefits Administration, Expenses, COBRA, Unemployment Claims, Paychex, Headcount Reporting, Invoicing
Education
Bryant University 2006 — 2010
Business Administration, Finance
Scituate High School 2002 — 2006
Donna Carlson Donna Carlson's Boston Partners Financial Group, LLC Experience 2005 - Present
Job Longterm Care Insurance, Life Insurance, Fixed Annuities
Industry Insurance
Experience
Boston Partners Financial Group LLC 2005 - Present
Education
Southern Methodist University - Cox School of Business 1984 — 1988
BBA, Marketing
Boston Partners Financial Group LLC 2005 - Present
Education
Southern Methodist University - Cox School of Business 1984 — 1988
BBA, Marketing
Kevin J. McCarthy Kevin J. McCarthy's Boston Partners Financial Group, LLC Experience June 2013 - July 2013
Job Big Data & Analytics Solutions Specialist Summit Program at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
Fordham University Computer Science Department September 2014 - December 2014
IBM June 2014 - August 2014
Penguin Group USA February 2014 - May 2014
Boston Analytical July 2013 - January 2014
Boston Partners Financial Group, LLC June 2013 - July 2013
Skills
Microsoft Excel, Finance, Public Speaking, C++, HTML, PowerPoint, Databases, Microsoft Visual Studio..., Access, SQL, Java, CSS, Android Development, iMovie, Photoshop
Education
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.) Concentration in Finance and International Business, Minor in Computer Science
Heythrop College, U. of London 2013 — 2013
Bachelor's Degree, International Business
IBM June 2015 - Present
Fordham University Computer Science Department September 2014 - December 2014
IBM June 2014 - August 2014
Penguin Group USA February 2014 - May 2014
Boston Analytical July 2013 - January 2014
Boston Partners Financial Group, LLC June 2013 - July 2013
Skills
Microsoft Excel, Finance, Public Speaking, C++, HTML, PowerPoint, Databases, Microsoft Visual Studio..., Access, SQL, Java, CSS, Android Development, iMovie, Photoshop
Education
Fordham University 2011 — 2015
Bachelor of Business Administration (B.B.A.) Concentration in Finance and International Business, Minor in Computer Science
Heythrop College, U. of London 2013 — 2013
Bachelor's Degree, International Business
Michaela F. (Rocha) Scott, CFP®, CLU®, ChFC®, RICP®'s Boston Partners Financial Group, LLC Experience December 2014 - Present
Job Vice President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC December 2014 - Present
Boston Partners Financial Group, LLC December 2013 - Present
Skills
Life Insurance, Long Term Care Insurance, Retirement Planning, Disability Insurance, Small Business..., Business Succession..., Voluntary Employee..., Personal Financial..., Certified Financial..., Estate Planning, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, Investment Management, Variable Annuities, Variable Life, Financial Recruiting, Training & Development, Sales Management, Sales, Consultative Sales..., Consultative Selling
Education
Saint Anselm College 2005 — 2009
Honors Bachelor of Arts (B.A.), Politics
Merrimack College
Certified Financial Planning Program
Berkshire High School 2001 — 2005
The American College 2014 — 2016
Boston Partners Financial Group, LLC December 2014 - Present
Boston Partners Financial Group, LLC December 2013 - Present
Skills
Life Insurance, Long Term Care Insurance, Retirement Planning, Disability Insurance, Small Business..., Business Succession..., Voluntary Employee..., Personal Financial..., Certified Financial..., Estate Planning, Term Life Insurance, Permanent Life Insurance, Fixed Annuities, Investment Management, Variable Annuities, Variable Life, Financial Recruiting, Training & Development, Sales Management, Sales, Consultative Sales..., Consultative Selling
Education
Saint Anselm College 2005 — 2009
Honors Bachelor of Arts (B.A.), Politics
Merrimack College
Certified Financial Planning Program
Berkshire High School 2001 — 2005
The American College 2014 — 2016
Erun Fernando Erun Fernando's Boston Partners Financial Group, LLC Experience May 2012 - August 2012
Job Entrepreneur
Industry Think Tanks
Experience
Entrepreneurial Endeavors 2008 - Present
University of Massachusetts Amherst August 2012 - May 2015
John Keells Holdings PLC June 2014 - August 2014
REMI May 2013 - August 2013
The Patriot Financial Group May 2012 - August 2012
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Entrepreneurship, Marketing Strategy, Project Management, Microsoft Office, Customer Service, Leadership, Stata, SAS, PowerPoint, Microsoft Excel
Education
University of Massachusetts, Amherst 2011 — 2015
B.S. Mathematics / B.A. Economics, Statistics and Econometrics, 3.75
St. John
St. John's High School
Entrepreneurial Endeavors 2008 - Present
University of Massachusetts Amherst August 2012 - May 2015
John Keells Holdings PLC June 2014 - August 2014
REMI May 2013 - August 2013
The Patriot Financial Group May 2012 - August 2012
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Entrepreneurship, Marketing Strategy, Project Management, Microsoft Office, Customer Service, Leadership, Stata, SAS, PowerPoint, Microsoft Excel
Education
University of Massachusetts, Amherst 2011 — 2015
B.S. Mathematics / B.A. Economics, Statistics and Econometrics, 3.75
St. John
St. John's High School
Brad Sportack's Boston Partners Financial Group, LLC Experience 2012 - 2012
Job 2017 MBA Candidate at Babson College, F.W. Olin Graduate School of Business
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman 2012 - May 2014
Boston Partners Financial Group, LLC 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Equities, PowerPoint, Microsoft Office, Securities, Fixed Income, Mutual Funds, Valuation, Microsoft Word
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Management, Finance, Legal Studies
Boston College High School 2004 — 2008
Brown Brothers Harriman May 2014 - July 2015
Brown Brothers Harriman 2012 - May 2014
Boston Partners Financial Group, LLC 2012 - 2012
Skills
Financial Modeling, Financial Analysis, Investments, Microsoft Excel, Bloomberg, Equities, PowerPoint, Microsoft Office, Securities, Fixed Income, Mutual Funds, Valuation, Microsoft Word
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Bryant University 2008 — 2012
Bachelor of Science (B.S.), Management, Finance, Legal Studies
Boston College High School 2004 — 2008
Melissa Novaco's Boston Partners Financial Group, LLC Experience April 2010 - August 2011
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Boston Partners Financial Group, LLC April 2010 - August 2011
Skills
Series 7, Customer Service, Investment Strategies, Marketing, Microsoft Excel, PowerPoint, Microsoft Office
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), International Business
Morgan Stanley Wealth Management August 2011 - Present
Boston Partners Financial Group, LLC April 2010 - August 2011
Skills
Series 7, Customer Service, Investment Strategies, Marketing, Microsoft Excel, PowerPoint, Microsoft Office
Education
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), International Business
Seth Fenn's Boston Partners Financial Group, LLC Experience July 2015 - Present
Job Vice President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC July 2015 - Present
Prudential Financial June 2013 - May 2015
Pizzeria Owner June 2003 - October 2012
Columbia Records November 2002 - January 2004
Warehouse Recording Studio November 2001 - November 2002
Skills
Investment Strategies, Retirement Planning, Life Insurance, Stock Market, Customer Service, Property & Casualty..., Project Management, Consulting, Marketing
Education
Boston University 2015 — 2016
CFP, CFP
Miami Dade College
Mount Ida College
Boston Partners Financial Group, LLC July 2015 - Present
Prudential Financial June 2013 - May 2015
Pizzeria Owner June 2003 - October 2012
Columbia Records November 2002 - January 2004
Warehouse Recording Studio November 2001 - November 2002
Skills
Investment Strategies, Retirement Planning, Life Insurance, Stock Market, Customer Service, Property & Casualty..., Project Management, Consulting, Marketing
Education
Boston University 2015 — 2016
CFP, CFP
Miami Dade College
Mount Ida College
Joanne Lima Joanne Lima's Boston Partners Financial Group, LLC Experience August 2002 - November 2004
Job Financial Services Relationship Strategist/Dir. FINRA Registration/Licensing & Contracting Pursuing New Opportunities
Industry Financial Services
Experience
John Hancock Financial Network (U.S.A.) May 2010 - November 2014
John Hancock Financial Network November 2004 - May 2010
Boston Partners Financial Group, LLC August 2002 - November 2004
Skills
Risk Management, Finance, Life Insurance, Management, Series 63, Wealth Management, Securities, Process Improvement, Series 6, Series 26, Notary Public, Microsoft Office, DocuSign, Salesforce.com, FINRA, Relationship Management, Relationship Building, Customer Relations, Mergers & Acquisitions, Team Building, Team Leadership, Independent Thinking
Education
Northeastern University
Business Administration and Management, General
John Hancock Financial Network (U.S.A.) May 2010 - November 2014
John Hancock Financial Network November 2004 - May 2010
Boston Partners Financial Group, LLC August 2002 - November 2004
Skills
Risk Management, Finance, Life Insurance, Management, Series 63, Wealth Management, Securities, Process Improvement, Series 6, Series 26, Notary Public, Microsoft Office, DocuSign, Salesforce.com, FINRA, Relationship Management, Relationship Building, Customer Relations, Mergers & Acquisitions, Team Building, Team Leadership, Independent Thinking
Education
Northeastern University
Business Administration and Management, General
Kevin Duque's Boston Partners Financial Group, LLC Experience September 2014 - December 2014
Job Graduate Assistant at Endicott College
Industry Higher Education
Experience
Endicott College August 2015 - Present
Axiom Valuation Solutions January 2015 - February 2015
Boston Partners Financial Group, LLC September 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - September 2014
Endicott College September 2011 - May 2014
State Farm Insurance December 2011 - January 2012
Mrs. Fields Original Cookie Co June 2010 - August 2011
Skills
Translation, Bloomberg Software, Finance Logix, Thomson One Analytics, Pareto, Excel (VBA), Logic Pro, Event Planning: Audio &..., Walking backwards on..., Sales, Public Speaking, Social Networking, Financial Modeling, Spanish, Mac, Finance, Final Cut Pro, Marketing, Student Affairs, Event Planning, Facebook, Management, Entertainment, PowerPoint, Social Media, Time Management, Microsoft Word, Student Leadership, Higher Education, iMovie
Education
Endicott College 2011 — 2015
Bachelors in Business Adminstration, Finance, Junior
Conard High School 2007 — 2011
High School Diploma
Endicott College August 2015 - Present
Axiom Valuation Solutions January 2015 - February 2015
Boston Partners Financial Group, LLC September 2014 - December 2014
Janney Montgomery Scott LLC June 2014 - September 2014
Endicott College September 2011 - May 2014
State Farm Insurance December 2011 - January 2012
Mrs. Fields Original Cookie Co June 2010 - August 2011
Skills
Translation, Bloomberg Software, Finance Logix, Thomson One Analytics, Pareto, Excel (VBA), Logic Pro, Event Planning: Audio &..., Walking backwards on..., Sales, Public Speaking, Social Networking, Financial Modeling, Spanish, Mac, Finance, Final Cut Pro, Marketing, Student Affairs, Event Planning, Facebook, Management, Entertainment, PowerPoint, Social Media, Time Management, Microsoft Word, Student Leadership, Higher Education, iMovie
Education
Endicott College 2011 — 2015
Bachelors in Business Adminstration, Finance, Junior
Conard High School 2007 — 2011
High School Diploma
Molly Clement's Boston Partners Financial Group, LLC Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments September 2012 - Present
Boston Partners Financial Group, LLC 2009 - 2012
Education
Emmanuel College 2005 — 2009
Bachelor of Arts (BA), Busines
Fidelity Investments September 2012 - Present
Boston Partners Financial Group, LLC 2009 - 2012
Education
Emmanuel College 2005 — 2009
Bachelor of Arts (BA), Busines
Elisabeth Thompson's Boston Partners Financial Group, LLC Experience June 2008 - November 2011
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
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
Jack Yvars's Boston Partners Financial Group, LLC Experience June 2014 - Present
Job Financial Planning Intern with Boston Partners
Industry Investment Management
Experience
Hannaford Supermarkets January 2011 - Present
Boston Partners Financial Group, LLC June 2014 - Present
Skills
Microsoft Word, Microsoft Office, Investments, Money Management, Stock Trading, Sports Management, Entrepreneurship, Communication, Athletics, Athletic Performance, Financial Planning, Financial Analysis, Investment Strategies
Education
Ave Maria University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Ave Maria University 2012 — 2013
Hannaford Supermarkets January 2011 - Present
Boston Partners Financial Group, LLC June 2014 - Present
Skills
Microsoft Word, Microsoft Office, Investments, Money Management, Stock Trading, Sports Management, Entrepreneurship, Communication, Athletics, Athletic Performance, Financial Planning, Financial Analysis, Investment Strategies
Education
Ave Maria University 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Ave Maria University 2012 — 2013
Jonathan Sheehan's Boston Partners Financial Group, LLC Experience July 2012 - March 2013
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments April 2013 - May 2014
Boston Partners Financial Group, LLC July 2012 - March 2013
Neil A. Price and Company May 2011 - January 2012
Skills
Life Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Finance, Asset Allocation, Microsoft Word, Customer Service, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
St. John's Preparatory School 2004 — 2008
High School
Fidelity Investments April 2015 - Present
Fidelity Investments May 2014 - April 2015
Fidelity Investments April 2013 - May 2014
Boston Partners Financial Group, LLC July 2012 - March 2013
Neil A. Price and Company May 2011 - January 2012
Skills
Life Insurance, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Series 7, Bloomberg, Valuation, Microsoft Excel, Portfolio Management, Finance, Asset Allocation, Microsoft Word, Customer Service, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor of Science in Business Administration, Finance
St. John's Preparatory School 2004 — 2008
High School
David Prendergast's Boston Partners Financial Group, LLC Experience June 2013 - August 2013
Job Investment Platform Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
Caitlin Clary's Boston Partners Financial Group, LLC Experience November 2012 - Present
Job Receptionist at Boston Partners Financial Group, LLC
Industry Marketing and Advertising
Experience
Boston Partners Financial Group, LLC November 2012 - Present
Willowdale Estate August 2012 - Present
Boston Business Concepts May 2012 - October 2012
Nassau Broadcasting April 2011 - August 2011
Laconia Police Department January 2009 - January 2011
Skills
Social Networking, Management, Facebook, Sports, Event Planning, Building Relationships, Teamwork, Leadership, Advertising, Advertising Sales, Public Relations, Selling Skills, Sales
Education
Assumption College 2008 — 2012
BA, Business Management
Boston Partners Financial Group, LLC November 2012 - Present
Willowdale Estate August 2012 - Present
Boston Business Concepts May 2012 - October 2012
Nassau Broadcasting April 2011 - August 2011
Laconia Police Department January 2009 - January 2011
Skills
Social Networking, Management, Facebook, Sports, Event Planning, Building Relationships, Teamwork, Leadership, Advertising, Advertising Sales, Public Relations, Selling Skills, Sales
Education
Assumption College 2008 — 2012
BA, Business Management
John S. Pimental John S. Pimental's Boston Partners Financial Group, LLC Experience May 2011 - Present
Job Vice President Financial Planner
Industry Financial Services
Experience
Boston Partners Financial Group, LLC May 2011 - Present
Metlife Financial Services June 2007 - May 2011
Nationwide Financial Services March 2004 - June 2007
Metlife Financial Services May 2002 - March 2004
Skills
Series 7, Series 6, Series 63, Series 66, Securities License, Life & Health Insurance..., Property & Casualty..., Investments, Retirement Planning, 401(k) & Company Plan..., College Funding..., Insurance/Risk..., Estate Conservation..., Charitable Gift Planning, Special Needs Planning, Business Benefits, Business Succession..., Financial Analysis, Uniform Combined State..., Insurance, Financial Services, Investment Strategies, Wealth, Retirement
Education
University of Rhode Island 1996 — 2001
Bachelor's degree
Bishop Feehan High School 1993 — 1996
Boston Partners Financial Group, LLC May 2011 - Present
Metlife Financial Services June 2007 - May 2011
Nationwide Financial Services March 2004 - June 2007
Metlife Financial Services May 2002 - March 2004
Skills
Series 7, Series 6, Series 63, Series 66, Securities License, Life & Health Insurance..., Property & Casualty..., Investments, Retirement Planning, 401(k) & Company Plan..., College Funding..., Insurance/Risk..., Estate Conservation..., Charitable Gift Planning, Special Needs Planning, Business Benefits, Business Succession..., Financial Analysis, Uniform Combined State..., Insurance, Financial Services, Investment Strategies, Wealth, Retirement
Education
University of Rhode Island 1996 — 2001
Bachelor's degree
Bishop Feehan High School 1993 — 1996
Nathan Auclair's Boston Partners Financial Group, LLC Experience May 1994 - Present
Job Senior Vice President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC May 1994 - Present
Education
Boston University Questrom School of Business 1990 — 1994
Boston Partners Financial Group, LLC May 1994 - Present
Education
Boston University Questrom School of Business 1990 — 1994
Tiffany O'Neil's Boston Partners Financial Group, LLC Experience March 2012 - Present
Job Advisor Assistant
Industry Financial Services
Experience
Boston Partners Financial Group, LLC March 2012 - Present
Dassault Systèmes August 2007 - April 2010
Putnam Investments 2003 - 2007
Skills
CRM, Microsoft Office, Nonprofits, Investments, Strategy, Sales, PowerPoint, Financial Modeling, Microsoft Excel, Public Speaking, Research, Financial Analysis, Business Planning, Strategic Planning, Budgets, Customer Service, Leadership, Management
Education
Rollins College 1999 — 2003
Bachelor of Arts (B.A.), International Business
North Florida Christian School 1994 — 1999
High School
Boston Partners Financial Group, LLC March 2012 - Present
Dassault Systèmes August 2007 - April 2010
Putnam Investments 2003 - 2007
Skills
CRM, Microsoft Office, Nonprofits, Investments, Strategy, Sales, PowerPoint, Financial Modeling, Microsoft Excel, Public Speaking, Research, Financial Analysis, Business Planning, Strategic Planning, Budgets, Customer Service, Leadership, Management
Education
Rollins College 1999 — 2003
Bachelor of Arts (B.A.), International Business
North Florida Christian School 1994 — 1999
High School
Mary Daneau's Boston Partners Financial Group, LLC Experience December 2006 - Present
Job Director of Finance
Industry Insurance
Experience
Boston Partners Financial Group, LLC December 2006 - Present
George R. Cairns & Sons, Inc February 1992 - December 2006
Skills
Office Administration, QuickBooks, Account Reconciliation, ADP Payroll, Employee Benefits, Financial Reporting, Human Resources, Bookkeeping, Administration, General Ledger, Time Management, Contract Management, Account Management, Union Relations, Budgets
Education
Northern Essex Community College 1977 — 1979
BA, Accounting
Boston Partners Financial Group, LLC December 2006 - Present
George R. Cairns & Sons, Inc February 1992 - December 2006
Skills
Office Administration, QuickBooks, Account Reconciliation, ADP Payroll, Employee Benefits, Financial Reporting, Human Resources, Bookkeeping, Administration, General Ledger, Time Management, Contract Management, Account Management, Union Relations, Budgets
Education
Northern Essex Community College 1977 — 1979
BA, Accounting
Mark Marroni's Boston Partners Financial Group, LLC Experience 2001 - Present
Job President at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC 2001 - Present
Skills
Estate Planning, Business Succession..., Financial Planning, Wealth Management, Retirement Planning, Insurance Protection, Investments, Life Insurance
Education
New England School of Law
Doctor of Law (J.D.), Law
New York University School of Law
Master of Laws (LLM), Tax Law/Taxation
University of Connecticut
Bachelor of Science (BS), Biology, General
Boston Partners Financial Group, LLC 2001 - Present
Skills
Estate Planning, Business Succession..., Financial Planning, Wealth Management, Retirement Planning, Insurance Protection, Investments, Life Insurance
Education
New England School of Law
Doctor of Law (J.D.), Law
New York University School of Law
Master of Laws (LLM), Tax Law/Taxation
University of Connecticut
Bachelor of Science (BS), Biology, General
Carol Davis's Boston Partners Financial Group, LLC Experience 1998 - January 2012
Job Director of Client Services, Beacon Financial Partners, LLC
Industry Financial Services
Experience
Beacon Financial Partners, LLC January 2012 - Present
Boston Partners Financial Group, LLC 1998 - January 2012
USCI International January 1984 - March 1990
Skills
Client Service, Client Relationship..., Client Retention, Account Management, Life Insurance, Financial Services, CRM, Customer Retention, Finance, Client Services, Retirement Planning, Mutual Funds, Microsoft Office, Retirement, Microsoft Excel, Insurance
Education
University of Massachusetts Lowell 1978 — 1982
B.S., Health Services Administration
Andover High School 1974 — 1977
Beacon Financial Partners, LLC January 2012 - Present
Boston Partners Financial Group, LLC 1998 - January 2012
USCI International January 1984 - March 1990
Skills
Client Service, Client Relationship..., Client Retention, Account Management, Life Insurance, Financial Services, CRM, Customer Retention, Finance, Client Services, Retirement Planning, Mutual Funds, Microsoft Office, Retirement, Microsoft Excel, Insurance
Education
University of Massachusetts Lowell 1978 — 1982
B.S., Health Services Administration
Andover High School 1974 — 1977
Dana Phillips's Boston Partners Financial Group, LLC Experience June 2007 - March 2010
Job Financial Services Professional
Industry Insurance
Experience
MassMutual Financial Group August 2011 - July 2014
Modern Woodmen of America November 2010 - August 2011
Modern Woodmen of America November 2010 - February 2011
Boston Partners Financial Group LLC June 2007 - March 2010
New England Financial January 1989 - January 2007
Skills
Life Insurance, Fixed Annuities, Training, Public Speaking, Disability Insurance, Long-term Care, 401k, Financial Services, Retirement Planning, Recruiting, Employee Benefits, Long Term Care Insurance, Finance, Sales, Insurance, Management, Retirement, Investments, Mutual Funds, Customer Service
Education
Bridgewater State University 1973 — 1977
Bachelor of Science, Education
MassMutual Financial Group August 2011 - July 2014
Modern Woodmen of America November 2010 - August 2011
Modern Woodmen of America November 2010 - February 2011
Boston Partners Financial Group LLC June 2007 - March 2010
New England Financial January 1989 - January 2007
Skills
Life Insurance, Fixed Annuities, Training, Public Speaking, Disability Insurance, Long-term Care, 401k, Financial Services, Retirement Planning, Recruiting, Employee Benefits, Long Term Care Insurance, Finance, Sales, Insurance, Management, Retirement, Investments, Mutual Funds, Customer Service
Education
Bridgewater State University 1973 — 1977
Bachelor of Science, Education
Samuel L. Hutchins's Boston Partners Financial Group, LLC Experience February 2013 - June 2014
Job Internal Business Consultant at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services June 2014 - Present
Boston Partners Financial Group, LLC February 2013 - June 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Customer Service, Research, Social Networking, Time Management, Market Research, Spanish, Financial Analysis, Outlook, Leadership, Event Planning, Sales
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Andover High School 2004 — 2008
John Hancock Financial Services June 2014 - Present
Boston Partners Financial Group, LLC February 2013 - June 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Facebook, Customer Service, Research, Social Networking, Time Management, Market Research, Spanish, Financial Analysis, Outlook, Leadership, Event Planning, Sales
Education
Suffolk University - Sawyer School of Management 2009 — 2012
Bachelor of Science (B.S.), Business Administration
Andover High School 2004 — 2008
Matthew Du's Boston Partners Financial Group, LLC Experience September 1999 - August 2000
Job Senior Telecom Engineer at Reit Management & Research
Industry Management Consulting
Experience
Reit Management & Research October 2014 - Present
Capgemini Consulting October 2009 - Present
Smith & Nephew Endoscopy September 2000 - September 2009
Boston Partners Financial Group, LLC September 1999 - August 2000
State Street Bank May 1995 - August 1999
Skills
Cisco VoIP, Microsoft Office, Windows Server, Network Administration
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor's degree, Marketing/Marketing Management, General
Reit Management & Research October 2014 - Present
Capgemini Consulting October 2009 - Present
Smith & Nephew Endoscopy September 2000 - September 2009
Boston Partners Financial Group, LLC September 1999 - August 2000
State Street Bank May 1995 - August 1999
Skills
Cisco VoIP, Microsoft Office, Windows Server, Network Administration
Education
Boston College - Carroll School of Management 1987 — 1991
Bachelor's degree, Marketing/Marketing Management, General
Debra Boucher's Boston Partners Financial Group, LLC Experience December 2011 - April 2012
Job
Industry Executive Office
Experience
Boston Partners Financial Group, LLC December 2011 - April 2012
Lee County Port Authority, Fort Myers, FL September 2005 - September 2011
Physical Sciences Inc., Andover, MA October 1998 - July 2004
Physical Sciences Inc., Andover, MA April 1992 - July 2004
Physical Sciences Inc., Andover, MA October 1983 - July 2004
Skills
Supervisory Experience, Managerial Experience, Record Keeping, Highly Adaptable, Able To Multi-task, Anticipate Executive..., Great People Skills, Great Work Ethics, High Attention to...
Education
Merrimack College 1985 — 1988
Associates, Business Administration
Boston Partners Financial Group, LLC December 2011 - April 2012
Lee County Port Authority, Fort Myers, FL September 2005 - September 2011
Physical Sciences Inc., Andover, MA October 1998 - July 2004
Physical Sciences Inc., Andover, MA April 1992 - July 2004
Physical Sciences Inc., Andover, MA October 1983 - July 2004
Skills
Supervisory Experience, Managerial Experience, Record Keeping, Highly Adaptable, Able To Multi-task, Anticipate Executive..., Great People Skills, Great Work Ethics, High Attention to...
Education
Merrimack College 1985 — 1988
Associates, Business Administration
Jacqueline Hounsell's Boston Partners Financial Group, LLC Experience January 2012 - February 2013
Job Administrative Assistant/Office Manager at Carsem
Industry Semiconductors
Experience
Carsem August 2013 - Present
Boston Partners Financial Group, LLC January 2012 - February 2013
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Word, Research, Administrative...
Education
Massachusetts Bay Community College 2007 — 2008
Carsem August 2013 - Present
Boston Partners Financial Group, LLC January 2012 - February 2013
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Office, Microsoft Word, Research, Administrative...
Education
Massachusetts Bay Community College 2007 — 2008
Cristina Paone's Boston Partners Financial Group, LLC Experience March 2015 - Present
Job Client Services Specialist at Boston Partners Financial Group, LLC
Industry Financial Services
Experience
Boston Partners Financial Group, LLC March 2015 - Present
UPS June 2012 - Present
Defaulted Student Loan Solutions, LLC October 2012 - January 2014
Skills
Microsoft Word, Microsoft Excel, SmartOffice, Constant Contact, PowerPoint
Education
Colby-Sawyer College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Andover High School
Boston Partners Financial Group, LLC March 2015 - Present
UPS June 2012 - Present
Defaulted Student Loan Solutions, LLC October 2012 - January 2014
Skills
Microsoft Word, Microsoft Excel, SmartOffice, Constant Contact, PowerPoint
Education
Colby-Sawyer College 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature, General
Andover High School