CCO Investment Services
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CCO Investment Services Employees
DFCU Financial February 2014 - Present
Fifth Third Private Bank February 2012 - February 2014
PLUS Financial Network December 2008 - July 2012
Hartford Life December 2007 - December 2008
CCO Investment Services July 2005 - December 2007
Hantz Financial June 2000 - July 2005
Education
Oakland University 1999 — 2001
Bachelors, Finance
CCO Investment Services October 2012 - Present
Bank of America / Merrill Lynch 2004 - 2010
Quick & Reilly / Suretrade 1998 - 2004
Education
Johnson and Wales University 1995 — 1998
Master of Business Administration (MBA), International Business/Trade/Commerce, 3.9/4.0
Paquette & Shaw Financial Group, LLC 603-724-1051 May 2011 - Present
CCO Investment Services January 2004 - May 2011
Putnam Investments January 2001 - December 2004
Skills
Insurance, Retirement Planning, Estate Planning, Asset Managment, Wealth Management, Strategic Financial..., Financial Advisory, Small Business, Series 7, Mutual Funds, Series 63, Series 24, Alternative Investments, Investments, Retirement, Fixed Annuities, 401k, IRAs, Investment Advisory, Asset Allocation, Financial Planners, Finance, Asset Management, Investment Management, Certified Financial..., Financial Services
Education
New England College 2014 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.96
Merrimack College 2007 — 2008
CFP
New England College 1996 — 2000
BA, Business
John Stark 1992 — 1996
Westwood Wealth Advisors February 2014 - Present
CCO Investment Services January 2012 - January 2014
AXA Advisors January 2000 - December 2011
Cost Management Corp February 1994 - August 1999
National Amusements November 1985 - December 1993
Education
Massachusetts College of Liberal Arts 1981 — 1984
BA
Needham High School 1978 — 1981
Graduate
Bluerock Capital Markets August 2015 - Present
Flexible Plan Investments, Ltd. 2014 - August 2015
CCO Investment Services October 2011 - April 2014
Huntington Investment Company August 2005 - October 2011
Skills
CFA Level II Candidate, FINRA Series 7, FINRA Series 63, FINRA Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Retirement Planning, Equities, Portfolio Management, Series 7, Series 63, Investments, Sales, Financial Services, Wealth Management
Education
Oakland University 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Western Michigan University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Alorica September 2014 - Present
CCO Investment Services December 2007 - April 2014
Citizens Bank April 2009 - November 2012
Amoskeag Women’s Rugby Club March 2009 - March 2011
Bath and Body Works November 2006 - November 2008
Blue River Canyon Day Spa and Store September 2007 - December 2007
Creature Comforts December 2006 - September 2007
Bancnorth Investment Group October 2003 - October 2006
Pellenz and Thomas, P.L.L.C April 2003 - September 2003
Kanu Customized, Inc October 2002 - September 2003
Skills
Customer Service, Fundraising, Management, Sales, Administrative..., Research, Microsoft Office, Nonprofits, Invoicing, Administration, Human Resources, Leadership, Sales Management
Education
New England College 1996 — 2000
Bachelor of Arts, Business, Business
TIAA-CREF May 2007 - Present
TIAA-CREF 2007 - 2014
CCO INVESTMENT SERVICES May 2005 - May 2007
NATIONAL CITY BANK/NATCITY INVESTMENTS September 2003 - May 2005
American Express April 2003 - August 2003
Skills
Retirement, Investments, Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Life Insurance, Portfolio Management, IRAs, Series 65, Personal Financial..., Financial Planning, Series 63, Financial Services
Education
College for Financial Planning 2013 — 2014
AAMS, Finance and Financial Management Services
University of Pennsylvania - The Wharton School 2011 — 2012
CEBS, Finance/Benefits
Unviersity of Belgrade 1988 — 1993
BS, Foreign Policy
.
Marketing and Communication; Faculty for Political Science, Foreign Politics and
Citizens Bank December 2010 - Present
CCO Investments May 2009 - January 2011
CCO Investment Services October 2007 - May 2009
CCOISC PhoneBank, CCO Investment Services Corp May 2005 - October 2007
CCO Investment Services August 2004 - May 2005
Citizens Bank March 2003 - August 2004
Skills
Data Analysis, Risk Management, Call Centers, Access, Leadership, Management, Business Intelligence, CRM, VBA, Strategy, Finance, Training, Predictive Analytics, Analytics, Financial Services, Performance Management, Data Visualization, Salesforce.com, Software Development, Performance Reporting, Balanced Scorecard, Excel Dashboards, Relational Databases, Cognos, Data Mining, MIS, Banking, Loans, Pivot Tables, Report Automation, Big Data, R, Relational Data Modeling, PowerPivot, Excel Power View, PowerPivot Data..., Credit Analysis
Education
Presenting Data and Information - Edward Tufte 2013 — 2013
Sarah Lawrence College 1994 — 2000
B.A, Liberal Arts
Transamerica Capital Management February 2007 - Present
Genworth Financial 2005 - 2007
CCO Investment Services 2003 - 2005
MFS Investment Management 1997 - 2003
Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA
Education
The Catholic University of America 1993 — 1997
BA, Political Science
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Merrill Lynch April 2010 - Present
Merrill Lynch June 2009 - April 2010
Banc of America Investments June 2006 - June 2009
CCO Investment Services November 2005 - June 2006
CCO Investment Services June 2004 - November 2005
Fidelity Investments July 2000 - October 2003
Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options
Education
Providence College 1994 — 1998
Bachelor of Arts, Theatre Arts
CCO Investment Services January 1997 - Present
Citizens Bank August 1993 - January 1997
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Mutual Funds, Retirement, Fixed Annuities, Investment Advisory, Financial Modeling, Financial Advisory, Asset Managment, Insurance, Series 63, Asset Allocation, Series 65, Series 24
Education
Bryant University 1982 — 1986
Bachelor of Science (B.S.), Finance
CCO Investment services 2008 - 2010
Skills
Sales Management, Problem Solving, Personality Profiling, Leadership, Financial Analysis, Public Speaking, Investments, PowerPoint, Finance, Microsoft Excel, Financial Planning, Microsoft Office, Microsoft Word, Insurance, Employee Benefits, Marketing, Financial Services, Banking, Life Insurance, Time Management
Education
Susquehanna University 1978 — 1982
bachelors