CCO Investments
Located in: Legacy PlaceAddress: 770 Legacy Pl, Dedham, MA 02026 Phone: (800) 942-8300: Category: : : : : Website: Hours: Place name: : Website: https://www.citizensbank.com/investing/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Citizens Securities, Inc Posting publicly on the Web Write a review Reviews 1 Google review
CCO Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CCO Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CCO Investments Employees
Mass Mutual Southern New England July 2013 - Present
Vet Net Plymouth October 2012 - Present
Investment Professionals, Inc. 2011 - 2012
Plymouth North High School 2010 - 2012
cco investments January 2005 - March 2011
A. G. Edwards 2000 - 2005
Morgan Stanley 1996 - 2000
Marshfield High School 1993 - 1996
Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development
Education
Nichols College 1980 — 1984
BS, Public Administration
PYH 2013 - Present
Ameriprise Financial April 2010 - Present
Allison Financial Group 2008 - 2009
Smith Barney August 2006 - March 2008
Morgan Stanley May 2007 - October 2007
New England Financial 2005 - 2006
CCO Investments 2001 - 2005
Prudential Financial 1998 - 1999
Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance
Education
Kaplan University 2002 — 2004
Bus Mgt, Business
Newbury College 1996 — 1998
Marketing, Business
Bridgewater State College 1995 — 1996
Bus Mgt
Boston Latin School 1989 — 1995
CUSO Financial Services, LP August 2015 - Present
Bank of America June 2011 - July 2015
CCO Investments October 2006 - June 2010
Banc of America Investment Services January 2000 - January 2006
World Savings and Loan January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Skills
Banking, Mutual Funds, Series 7, Finance, Investments
Education
Endicott College 2010 — 2010
MBA, progress
Plymouth State College 1981 — 1985
BS, Accounting; Accounting
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc. May 2015 - Present
CCO Investments February 2013 - February 2015
Merrill Lynch May 2010 - November 2012
Morgan Stanley Smith Barney January 2008 - May 2010
Beati Associates January 1997 - January 2008
Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance
Education
Trinity College-Hartford 1979 — 1983
Bachelor of Science (BS), Biology
Lowell High School 1976 — 1979
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
Bank of cape Cod April 2012 - Present
CCO Investments October 2008 - April 2012
Citizens Bank January 2006 - April 2012
Education
Coastal Carolina University
Self Employed September 2007 - Present
Self-Employed September 2007 - Present
Studio Codency December 2006 - September 2007
Meridian Marketing Group 2003 - 2006
CCO Investments 2000 - 2003
Equilibre Communications Inc 1999 - 2000
Skills
Social Media Marketing, Social Media, Facebook, Graphic Design, Sales Management, Copywriting, SEO, Invitations & Event..., Web Design, Project Management, Newsletters, Event Management, Marketing, Logo Design, Event Planning, Advertising, Online Marketing, Management
Education
International Academy of Design 1999 — 2000
AEC, Multimedia
CCO Investments December 2003 - Present
Citizens Investment Services 2003 - Present
JH Networking Insurance Agency 1993 - 2002
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1983
MBA
Canisius College 1970 — 1974
Canisius College 1967 — 1971
Oneida High School 1965 — 1967
Oneida High School 1965 — 1967
Western & Southern Financial Group August 2014 - Present
Fifth Third Insurance January 2013 - July 2014
David A. Noyes & Co. September 2008 - June 2012
CCO Investments March 2007 - September 2008
LaSalle Financial Services March 2000 - January 2007
Skills
Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Insurance
Education
Northern Illinois University 1977 — 1982
Bachelor of Science (B.S.), Advertising
Independent May 2013 - Present
Home March 2006 - Present
Tru Salon + Spa November 2013 - July 2014
Soma Intimates 2008 - 2012
Brigham and Women's Hospital 2005 - 2006
Commonwealth Hematology Oncology 2003 - 2005
CCO investments 2001 - 2003
John Hancock Financial Services 1996 - 1999
Skills
Microsoft Office, Team Leadership, Strategic Communications, Hair Care, Internal Audit, Makeup Artistry, Microsoft Word, PowerPoint, Styling, Public Speaking, Beauty Industry, Microsoft Excel, Social Media, Data Entry, Fashion Shows, Waxing, Makeovers, Skin Care, Stylists, Customer Service, Event Planning, Training, Retail, Social Networking
Education
The Salon Professional Academy-New Jersey 2012 — 2013
Cosmetology, Cosmetology/Cosmetologist, General
Bentley University 1995 — 1997
Raritan Valley Community College
CCO Investments April 2011 - Present
Waddell & Reed September 2009 - April 2011
Ameriprise Financial September 2007 - June 2009
Ameriprise Financial Services, Inc. September 2004 - September 2007
Ameriprise Financial Services, Inc. December 2002 - September 2004
Massachusetts Army National Guard 1994 - 2001
Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning
Education
Massachusetts College of Liberal Arts 1995 — 1999
CCO Investments August 2001 - Present
Education
Villanova University 1977 — 1980
BS, Accounting
John Carroll University 1976 — 1977
Marshfield Office AdministratorRevenue Solutions, Inc.June 2009 - March 2010
CCO Investments December 2004 - June 2009
Skills
Database Administration, Visio, Database Admin, Onboarding, Microsoft Office, Microsoft Excel, Applicant Tracking..., Databases, Employee Relations, Projects, Administrative..., Outlook, Trigger Point Therapy
Education
Spa Tech Institute-Plymouth 2011 — 2012
Massage Therapy/Therapeutic Massage
CCO Investments March 2011 - Present
Sovereign/Santandar Investments 2007 - 2011
The Commonwealth Financial Group 2003 - 2007
Pioneer Investments January 2001 - January 2002
Education
Montana State University-Bozeman 1994 — 1999
BS
Citizens Securities, Inc. November 2014 - Present
CCO Investments April 2003 - Present
Skills
Series 7, 63 and 24., Call Centers
Education
Providence College