Commonwealth Financial Network
Industry: Financial services company
DescriptionCommonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. AUM: Approximately $156 billion Headquarters: Waltham, Massachusetts, United States Revenue: 1.233 billion USD (2017) Founder: Joseph Deitch Founded: 1979 Subsidiaries: Comeaux Bond Daigle, LLC,
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Commonwealth Financial Network Employees
Employee
Years
Job
Industry
Kelsey Roy Kelsey Roy's Commonwealth Financial Network Experience July 2015 - Present
Job Operations IT Product Associate at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network July 2015 - Present
Commonwealth Financial Network April 2013 - July 2015
Commonwealth Financial Network October 2011 - April 2013
Commonwealth Financial Network June 2010 - October 2011
Tech Collective January 2010 - May 2010
Bryant Entrepreneurship Program July 2008 - May 2010
WMUR Channel 9 June 2009 - August 2009
Education
Bryant University 2006 — 2010
Bachelor of Art, Communication
University of Massachusetts at Lowell 2013 — 2014
Certification in Graphic Design and Digital Imaging
Commonwealth Financial Network July 2015 - Present
Commonwealth Financial Network April 2013 - July 2015
Commonwealth Financial Network October 2011 - April 2013
Commonwealth Financial Network June 2010 - October 2011
Tech Collective January 2010 - May 2010
Bryant Entrepreneurship Program July 2008 - May 2010
WMUR Channel 9 June 2009 - August 2009
Education
Bryant University 2006 — 2010
Bachelor of Art, Communication
University of Massachusetts at Lowell 2013 — 2014
Certification in Graphic Design and Digital Imaging
Caroline Norberg Caroline Norberg's Commonwealth Financial Network Experience June 2010 - June 2011
Job Investment Associate at Fiduciary Trust Company
Industry Financial Services
Experience
Fiduciary Trust Company July 2013 - Present
K2 Advisors July 2011 - July 2013
Commonwealth Financial Network June 2010 - June 2011
Skills
Alternative Investments, Bloomberg, PerTrac, Hedge Funds, Investment Research, Financial Analysis, Microsoft Excel, Investments, Investment Management, Mutual Funds, Asset Allocation, Asset Management
Education
Boston College 2007 — 2011
BS, Finance
Boston College - Carroll School of Management 2007 — 2011
BS, Finance
Fiduciary Trust Company July 2013 - Present
K2 Advisors July 2011 - July 2013
Commonwealth Financial Network June 2010 - June 2011
Skills
Alternative Investments, Bloomberg, PerTrac, Hedge Funds, Investment Research, Financial Analysis, Microsoft Excel, Investments, Investment Management, Mutual Funds, Asset Allocation, Asset Management
Education
Boston College 2007 — 2011
BS, Finance
Boston College - Carroll School of Management 2007 — 2011
BS, Finance
CHRIS CICCOLINI's Commonwealth Financial Network Experience February 2008 - Present
Job Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2008 - Present
Skills
Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Trading, Fixed Income, Mutual Funds, Friendly Personality, Equities, Derivatives
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.5 GPA
Bridgewater State University 2003 — 2007
Bachelor's Degree, Marketing
Commonwealth Financial Network February 2008 - Present
Skills
Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Hold FINRA/NYSE Series..., Trading, Fixed Income, Mutual Funds, Friendly Personality, Equities, Derivatives
Education
Endicott College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, 3.5 GPA
Bridgewater State University 2003 — 2007
Bachelor's Degree, Marketing
Sean Fullerton, CFA's Commonwealth Financial Network Experience June 2013 - June 2014
Job Senior Research Analyst, Center for Applied Research at State Street
Industry Investment Management
Experience
State Street June 2014 - Present
Commonwealth Financial Network June 2013 - June 2014
Commonwealth Financial Network July 2010 - June 2013
Commonwealth Financial Network 2008 - 2010
Education
Brandeis University 2006 — 2010
Bachelor of Science (BS), Economics, Politics
State Street June 2014 - Present
Commonwealth Financial Network June 2013 - June 2014
Commonwealth Financial Network July 2010 - June 2013
Commonwealth Financial Network 2008 - 2010
Education
Brandeis University 2006 — 2010
Bachelor of Science (BS), Economics, Politics
Sonya Nolan, CFP® Sonya Nolan, CFP®'s Commonwealth Financial Network Experience July 2013 - January 2014
Job Assistant Vice President, HighNetWorth Consulting at LPL Financial
Industry Financial Services
Experience
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
LPL Finanical January 2014 - Present
Commonwealth Financial Network July 2013 - January 2014
Georgetown University's McDonough School of Business August 2011 - May 2013
Merrill Lynch June 2012 - August 2012
The Gensler Group January 2007 - June 2011
Bill Westcott's Office Inc. October 2005 - December 2006
Skills
Financial Planning, Asset Management, Microsoft Office, Asset Allocation, Securities, Compliance, Strategic Financial..., Asset Managment, Series 7, Due Diligence, Equities, Leadership, Project Management, Cross-functional..., CRM, Financial Modeling, Financial Analysis, Fixed Income, Valuation, Risk Management, Investments, Trading
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA, MBA
Boston University 2009 — 2010
Certificate in Financial Planning
University of Arizona 2003 — 2006
Bachelor of Arts, Psychology and Spanish Linguistics, Magna Cum Laude
Darren Tedesco Darren Tedesco's Commonwealth Financial Network Experience February 1994 - Present
Job Managing Principal, Innovation & Strategy at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 1994 - Present
Unilever (Cheseborough Ponds) July 1992 - January 1993
Skills
Wealth Management, Investments, Asset Managment, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Services, Technology, Software Project..., Software Design, Enterprise Software, Financial Reporting, Presentations, Technology Integration, Listener, Storytelling, Business Strategy, Strategic Planning, IT Strategy, IT Management, Strategic Communications, Marketing Strategy, Information Technology, Accounting, Strategic Leadership, Technical Leadership, Asset Management, Mutual Funds, Estate Planning, Financial Planners, Retirement, Asset Allocation, Innovation, Retirement Planning
Education
Bryant University 1994 — 1999
MBA
The University of Connecticut School of Business 1988 — 1993
BA
Harvard University Kennedy School of Government
MIT Sloan School of Management
Commonwealth Financial Network February 1994 - Present
Unilever (Cheseborough Ponds) July 1992 - January 1993
Skills
Wealth Management, Investments, Asset Managment, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Services, Technology, Software Project..., Software Design, Enterprise Software, Financial Reporting, Presentations, Technology Integration, Listener, Storytelling, Business Strategy, Strategic Planning, IT Strategy, IT Management, Strategic Communications, Marketing Strategy, Information Technology, Accounting, Strategic Leadership, Technical Leadership, Asset Management, Mutual Funds, Estate Planning, Financial Planners, Retirement, Asset Allocation, Innovation, Retirement Planning
Education
Bryant University 1994 — 1999
MBA
The University of Connecticut School of Business 1988 — 1993
BA
Harvard University Kennedy School of Government
MIT Sloan School of Management
Roger Keith's Commonwealth Financial Network Experience January 1998 - February 2003
Job Branch Manager at LaSalle St. Securities
Industry Financial Services
Experience
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
LaSalle St. Securities August 2003 - Present
Keith Investment Counsel January 1998 - Present
Commonwealth Financial Network January 1998 - February 2003
The Advisors Group, Inc September 1991 - January 1998
A.G. Edwards June 1988 - August 1991
Skills
Asset Management for...
Education
Boston College 1969 — 1971
Master of Education (MEd)
Boston College 1962 — 1967
Bachelor of Arts (B.A.), History
George Bekandy George Bekandy's Commonwealth Financial Network Experience September 2014 - Present
Job Web Production Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2014 - Present
Al Prime Energy January 2012 - Present
Commonwealth Financial Network May 2013 - September 2014
Best Buy June 2008 - July 2011
Skills
Java, Microsoft Office, Data Analysis, Unix, Linux, SharePoint, Microsoft Excel, C, Programming, Software Development, Eclipse, Business Analysis, Agile Methodologies, Project Management, SDLC, XML, Requirements Analysis, Windows, Software Project..., Visio, Databases, Visual Basic, SQL, Microsoft SQL Server, HTML, Oracle, JavaScript, Web Development, C#, Web Applications, CSS, .NET, MySQL, ASP.NET, C, VB.NET, Database Design, Operating Systems, Visual Studio, Software Documentation
Education
Boston Latin School 2004 — 2010
UMass Boston
Bachelor of Science (BS), Computer Science
Commonwealth Financial Network September 2014 - Present
Al Prime Energy January 2012 - Present
Commonwealth Financial Network May 2013 - September 2014
Best Buy June 2008 - July 2011
Skills
Java, Microsoft Office, Data Analysis, Unix, Linux, SharePoint, Microsoft Excel, C, Programming, Software Development, Eclipse, Business Analysis, Agile Methodologies, Project Management, SDLC, XML, Requirements Analysis, Windows, Software Project..., Visio, Databases, Visual Basic, SQL, Microsoft SQL Server, HTML, Oracle, JavaScript, Web Development, C#, Web Applications, CSS, .NET, MySQL, ASP.NET, C, VB.NET, Database Design, Operating Systems, Visual Studio, Software Documentation
Education
Boston Latin School 2004 — 2010
UMass Boston
Bachelor of Science (BS), Computer Science
Nilima Agrawal Nilima Agrawal's Commonwealth Financial Network Experience January 2011 - March 2013
Job Investment Advisor at SagePoint Financial
Industry Investment Management
Experience
SagePoint Financial December 2014 - Present
Commonwealth Financial Network January 2011 - March 2013
Education
California State University-Sacramento 1994 — 1996
BSEE, Electrical Engineering
Patna University 1985 — 1989
Bachelor of Science (BS), Mathematics
SagePoint Financial December 2014 - Present
Commonwealth Financial Network January 2011 - March 2013
Education
California State University-Sacramento 1994 — 1996
BSEE, Electrical Engineering
Patna University 1985 — 1989
Bachelor of Science (BS), Mathematics
L Carleton's Commonwealth Financial Network Experience March 2012 - May 2012
Job Consultant at WinterWyman
Industry Financial Services
Experience
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
WinterWyman January 2014 - Present
Self-Employed Artist January 2010 - Present
SOTEC CONSULTING, INC May 2012 - October 2012
Commonwealth Financial Network March 2012 - May 2012
Eaton Vance February 2008 - June 2011
Sun Life Financial Distributors June 2005 - February 2008
Sun Life financial 2005 - 2008
Automated Business Development October 2003 - June 2005
John Hancock December 2002 - October 2003
Met Life June 1998 - December 2002
Skills
CRD, Insurance, FINRA, Risk Management, Securities, Mutual Funds, Investments, Process Improvement, Asset Managment, Analysis, Project Management, Licensing, 1940 Act, AML, OBA, SEC filings, Due Diligence, Access, Asset Management, Training, Series 7, Series 63, Financial Services
Education
University of Massachusetts Boston 2008 — 2011
BA
Harold Washington College 1998 — 1998
N/A
Boston Latin School 1987 — 1994
Brandon Paolillo Brandon Paolillo's Commonwealth Financial Network Experience June 2015 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Commonwealth Financial Network June 2015 - Present
Boston College Football Program August 2014 - Present
Commonwealth Financial Network August 2014 - May 2015
Superior Coil Inc. June 2009 - August 2014
University of Maryland Football Program September 2011 - June 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Windows, Access, Photoshop, Social Media, JumpForward Recruiting..., Data Analysis
Education
Boston University 2012 — 2015
Bachelor of Business Administration (BBA), School of Management
University of Maryland College Park 2011 — 2012
Business Administration and Management, General
Merrill Lynch July 2015 - Present
Commonwealth Financial Network June 2015 - Present
Boston College Football Program August 2014 - Present
Commonwealth Financial Network August 2014 - May 2015
Superior Coil Inc. June 2009 - August 2014
University of Maryland Football Program September 2011 - June 2012
Skills
Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Public Speaking, Windows, Access, Photoshop, Social Media, JumpForward Recruiting..., Data Analysis
Education
Boston University 2012 — 2015
Bachelor of Business Administration (BBA), School of Management
University of Maryland College Park 2011 — 2012
Business Administration and Management, General
Cameron Welter Cameron Welter's Commonwealth Financial Network Experience February 2012 - April 2013
Job Kotter International
Industry Management Consulting
Experience
Kotter International July 2013 - Present
Commonwealth Financial Network February 2012 - April 2013
Skills
Economics, Financial Modeling, Financial Analysis, Corporate Finance, Econometrics, Microsoft Office, Leadership, Equity Research, Valuation, Fixed Income, Analysis, Educational Leadership, Stata
Education
Brandeis University International Business School 2011 — 2013
Master of Arts, International Economics and Finance
EADA - Escuela de Alta Dirección y Administración 2012 — 2012
International Master's in Finance
Brandeis University 2008 — 2012
Bachelor of Arts, Economics
Kotter International July 2013 - Present
Commonwealth Financial Network February 2012 - April 2013
Skills
Economics, Financial Modeling, Financial Analysis, Corporate Finance, Econometrics, Microsoft Office, Leadership, Equity Research, Valuation, Fixed Income, Analysis, Educational Leadership, Stata
Education
Brandeis University International Business School 2011 — 2013
Master of Arts, International Economics and Finance
EADA - Escuela de Alta Dirección y Administración 2012 — 2012
International Master's in Finance
Brandeis University 2008 — 2012
Bachelor of Arts, Economics
laura diliberto's Commonwealth Financial Network Experience February 2012 - Present
Job Supervisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2012 - Present
Wellesley Public Schools August 2006 - Present
Commonwealth Financial Network August 2006 - February 2011
Boston Red Sox June 2000 - October 2008
Commonwealth Financial Network October 2004 - April 2006
Skills
Project Management, Process Improvement, Series 7
Education
Boston University 2000 — 2004
Bachelor of Science (BS), Urban Studies/Affairs
Commonwealth Financial Network February 2012 - Present
Wellesley Public Schools August 2006 - Present
Commonwealth Financial Network August 2006 - February 2011
Boston Red Sox June 2000 - October 2008
Commonwealth Financial Network October 2004 - April 2006
Skills
Project Management, Process Improvement, Series 7
Education
Boston University 2000 — 2004
Bachelor of Science (BS), Urban Studies/Affairs
Josh Capozzi's Commonwealth Financial Network Experience September 2005 - August 2006
Job President of IntelliSync Ltd
Industry Market Research
Experience
Intelli-Sync Ltd September 2006 - Present
Commonwealth Financial Network September 2005 - August 2006
College Works Painting February 2004 - September 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Quantum, Quanvert, SPSS, Market Research, Data Processing, Operations Management, Data Analysis, Access, Marketing Strategy, Marketing Research, Analytics, Quantitative Research
Education
Boston University 2001 — 2005
Bachelor of Science (B.S.), Psychology
Intelli-Sync Ltd September 2006 - Present
Commonwealth Financial Network September 2005 - August 2006
College Works Painting February 2004 - September 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Quantum, Quanvert, SPSS, Market Research, Data Processing, Operations Management, Data Analysis, Access, Marketing Strategy, Marketing Research, Analytics, Quantitative Research
Education
Boston University 2001 — 2005
Bachelor of Science (B.S.), Psychology
Mike Byrnes Mike Byrnes's Commonwealth Financial Network Experience August 2008 - August 2009
Job National speaker and President of Byrnes Consulting, LLC... Helping our clients grow!!!
Industry Marketing and Advertising
Experience
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Byrnes Consulting, LLC April 2008 - Present
Commonwealth Financial Network August 2008 - August 2009
Liberty Mutual April 2007 - April 2008
Fidelity Investments 2005 - 2007
Pioneer Investments August 2003 - October 2005
IXIS Asset Management January 2000 - April 2003
Mellon Financial 1992 - 2000
Skills
Public Speaking, Marketing Strategy, Marketing Communications, Business Development, Business Strategy, Business Planning, Growth Strategies, Strategic Planning, Public Relations, Social Media, Social Media Marketing, Advertising, Thought Leadership, Referrals, New Business Development, Marketing Research, Email Marketing, Succession Planning, LinkedIn, Facebook, Twitter, Social Media Measurement, Facebook Marketing, Direct Marketing, Online Advertising, Business Coaching, Google Analytics, Executive Coaching, Online Communications, National Speaker, Coaching, Customer Retention, Social Networking, Strategic Alliances, Staff Development, Disaster Recovery, Social Marketing, YouTube, Google+, Business Communications, Client Development, Retention Management, Referral Development, Online Research, Websites, Staff Management, Staff Retention, Coaching Staff, Human Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Marketing Management
Saint Michael's College 1988 — 1992
BS, Business Administration
Weston High School 1986 — 1988
Diploma
Rowena Xiao Rowena Xiao's Commonwealth Financial Network Experience June 2012 - Present
Job Alternative Investments Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2012 - Present
Brandeis University 2010 - July 2012
Brandeis University April 2011 - May 2012
TradersChoiceFX June 2011 - August 2011
Bank of Communications June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Asset Management, Commercial Banking, Marketing Research, CFA, Matlab, SPSS, Stata, Credit Risk, Excel, CRM software, Macroeconomics, Equity Capital Markets, VBA, Bloomberg, PowerPoint, Trading, Microsoft Excel, Analysis
Education
Wuhan Foreign Languages School (WFLS) 2000 — 2006
High School, General Studies, 90/100
Brandeis University, Lemberg - International Business School 2010 — 2012
Master's, Economics and Finance, 3.7
University of Miami - School of Business 2008 — 2009
Joint Training Program, Business Administration, 3.8
Zhongnan University of Economics and Law 2006 — 2010
Bachelor's, Economics
Commonwealth Financial Network June 2012 - Present
Brandeis University 2010 - July 2012
Brandeis University April 2011 - May 2012
TradersChoiceFX June 2011 - August 2011
Bank of Communications June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Asset Management, Commercial Banking, Marketing Research, CFA, Matlab, SPSS, Stata, Credit Risk, Excel, CRM software, Macroeconomics, Equity Capital Markets, VBA, Bloomberg, PowerPoint, Trading, Microsoft Excel, Analysis
Education
Wuhan Foreign Languages School (WFLS) 2000 — 2006
High School, General Studies, 90/100
Brandeis University, Lemberg - International Business School 2010 — 2012
Master's, Economics and Finance, 3.7
University of Miami - School of Business 2008 — 2009
Joint Training Program, Business Administration, 3.8
Zhongnan University of Economics and Law 2006 — 2010
Bachelor's, Economics
James F. Flynn James F. Flynn's Commonwealth Financial Network Experience September 1999 - August 2005
Job Attorney and Business Development, Marketing and Financial Services Professional
Industry Legal Services
Experience
Staffing Agencies September 2012 - Present
The Flynn Group November 1997 - Present
Blue Star Jets February 2004 - October 2006
Commonwealth Financial Network September 1999 - August 2005
Discover Financial Services August 1997 - December 1998
The Kessler Group April 1989 - December 1996
Bank of New York March 1988 - April 1989
Fidelity Investments January 1987 - March 1988
Skills
Management, Strategic Partnerships, Marketing Strategy, Marketing, Estate Planning, Small Business, Negotiation, Sales, Litigation, Strategic Planning, Business Development, Contract Negotiation, Document Review, Banking, Criminal Law, Customer Service, Public Relations, Strategy, Financial Services, Public Speaking, Fundraising, Research, Social Media, Microsoft Office, Foreclosures, Government, Nonprofits, Team Leadership, Social Networking, Leadership, Private Aviation, Non-profits
Education
Suffolk University Law School 1992 — 1996
Doctor of Law (JD), Family Law, Wills, Trusts & Estate Planning, Business
Harvard Summer School 1987 — 1987
Certificate, Banking
Boston University 1986 — 1986
Visiting Student, Liberal Arts, Dean's List
State University of New York at Stony Brook 1983 — 1986
B.A., Liberal Arts and Sciences/Liberal Studies, Dean's List
University of Rochester 1981 — 1982
Advanced Calculus
Gould Academy 1979 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honors
Friends Seminary 1978 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Staffing Agencies September 2012 - Present
The Flynn Group November 1997 - Present
Blue Star Jets February 2004 - October 2006
Commonwealth Financial Network September 1999 - August 2005
Discover Financial Services August 1997 - December 1998
The Kessler Group April 1989 - December 1996
Bank of New York March 1988 - April 1989
Fidelity Investments January 1987 - March 1988
Skills
Management, Strategic Partnerships, Marketing Strategy, Marketing, Estate Planning, Small Business, Negotiation, Sales, Litigation, Strategic Planning, Business Development, Contract Negotiation, Document Review, Banking, Criminal Law, Customer Service, Public Relations, Strategy, Financial Services, Public Speaking, Fundraising, Research, Social Media, Microsoft Office, Foreclosures, Government, Nonprofits, Team Leadership, Social Networking, Leadership, Private Aviation, Non-profits
Education
Suffolk University Law School 1992 — 1996
Doctor of Law (JD), Family Law, Wills, Trusts & Estate Planning, Business
Harvard Summer School 1987 — 1987
Certificate, Banking
Boston University 1986 — 1986
Visiting Student, Liberal Arts, Dean's List
State University of New York at Stony Brook 1983 — 1986
B.A., Liberal Arts and Sciences/Liberal Studies, Dean's List
University of Rochester 1981 — 1982
Advanced Calculus
Gould Academy 1979 — 1981
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Honors
Friends Seminary 1978 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Robert Swanke, CFA's Commonwealth Financial Network Experience October 2012 - Present
Job Financial Report Engineer / Performance Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2012 - Present
Boston College June 2012 - August 2012
Matheys Lane Capital Management June 2011 - January 2012
Cambridge Associates, LLC June 2008 - May 2011
Fidelity Investments May 2007 - August 2007
Skills
Private Equity Due..., Hedge Fund Due Diligence, Alternative Investment..., Performance Measurement, Due Diligence, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Finance
Education
Boston College 2004 — 2008
B.S., Finance, Accounting
Commonwealth Financial Network October 2012 - Present
Boston College June 2012 - August 2012
Matheys Lane Capital Management June 2011 - January 2012
Cambridge Associates, LLC June 2008 - May 2011
Fidelity Investments May 2007 - August 2007
Skills
Private Equity Due..., Hedge Fund Due Diligence, Alternative Investment..., Performance Measurement, Due Diligence, Portfolio Management, Investments, Hedge Funds, Private Equity, Asset Allocation, Finance
Education
Boston College 2004 — 2008
B.S., Finance, Accounting
Joseph Marsh, CFA's Commonwealth Financial Network Experience March 2012 - Present
Job Manager, Performance Reporting at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network September 2008 - March 2012
Commonwealth Financial Network January 2006 - September 2008
Sterling Financial Group November 1998 - January 2006
A. Gary Shilling & Company, Inc. January 1994 - July 1998
Skills
Management, Performance Measurement, Performance Analysis, Financial Reporting, Financial Analysis, Investments, Investment Management, Mutual Funds, Project Management, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Advent, FBSI
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance/Economics
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network September 2008 - March 2012
Commonwealth Financial Network January 2006 - September 2008
Sterling Financial Group November 1998 - January 2006
A. Gary Shilling & Company, Inc. January 1994 - July 1998
Skills
Management, Performance Measurement, Performance Analysis, Financial Reporting, Financial Analysis, Investments, Investment Management, Mutual Funds, Project Management, Customer Service, Series 7, Microsoft Office, Microsoft Excel, Advent, FBSI
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Finance/Economics
Daniel Esdale, CFP®, CRPS® Daniel Esdale, CFP®, CRPS®'s Commonwealth Financial Network Experience May 2011 - Present
Job Financial Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2011 - Present
Commonwealth Financial Network September 2007 - May 2011
Commonwealth Financial Network June 2007 - September 2007
Marriott International May 2005 - December 2006
Skills
Asset Allocation, Investments, Wealth Management, Retirement Planning, Holistic Financial..., Investment Management, Strategic Financial..., Estate Planning, Retirement Plan..., Budgets, IRAs, Qualified Retirement..., College Education..., Life Insurance, Series 7, Series 63, Series 66, Financial Services, Young Professionals, Retirement, Finance, Securities, Portfolio Management
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Finance - Investments and Securities
Boston University 2008 — 2010
Certificate, Financial Planning
Stonehill College 2003 — 2007
BA, Criminology
Commonwealth Financial Network May 2011 - Present
Commonwealth Financial Network September 2007 - May 2011
Commonwealth Financial Network June 2007 - September 2007
Marriott International May 2005 - December 2006
Skills
Asset Allocation, Investments, Wealth Management, Retirement Planning, Holistic Financial..., Investment Management, Strategic Financial..., Estate Planning, Retirement Plan..., Budgets, IRAs, Qualified Retirement..., College Education..., Life Insurance, Series 7, Series 63, Series 66, Financial Services, Young Professionals, Retirement, Finance, Securities, Portfolio Management
Education
Southern New Hampshire University 2014 — 2016
Master's Degree, Finance - Investments and Securities
Boston University 2008 — 2010
Certificate, Financial Planning
Stonehill College 2003 — 2007
BA, Criminology
Marian C Ingegneri Marian C Ingegneri's Commonwealth Financial Network Experience May 2015 - Present
Job Senior Business Analyst Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2015 - Present
Robbins Gioia, LLC September 2012 - April 2015
Robbins Gioia, LLC September 2012 - April 2015
Business Systems Advisory Inc. February 1997 - September 2012
Brown Brothers Harriman November 2010 - May 2012
FT Interactive Data May 2010 - November 2010
Interactive Data October 2009 - May 2010
Interactive Data March 2008 - April 2009
Interactive Data March 2004 - January 2008
Capital Advisory Service September 2003 - February 2004
Skills
Business Analysis, Equities, Financial Services, Fixed Income, Requirements Analysis, Trading, Bloomberg, Business Process, SDLC, Securities, Portfolio Management, Fund Accounting, Trading Systems, Derivatives, Reference Data, Mutual Funds, Business Requirements, Capital Markets, Corporate Actions, Strategy, Asset Management, Software Documentation, FX Options, Financial Markets, Integration, Asset Managment, Electronic Trading, Requirements Gathering, Bonds, Hedge Funds, Investments, Investment Banking, Back Office, Project Management, Data Modeling, Data Analytics, RUP Methodologies, ITIL, Business Rules, Reinsurance, BPMN, UML
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
Northeastern University 1975 — 1981
BS, Finance/Accounting
Ossining High School
Ossining High School
Ossining High School
Commonwealth Financial Network May 2015 - Present
Robbins Gioia, LLC September 2012 - April 2015
Robbins Gioia, LLC September 2012 - April 2015
Business Systems Advisory Inc. February 1997 - September 2012
Brown Brothers Harriman November 2010 - May 2012
FT Interactive Data May 2010 - November 2010
Interactive Data October 2009 - May 2010
Interactive Data March 2008 - April 2009
Interactive Data March 2004 - January 2008
Capital Advisory Service September 2003 - February 2004
Skills
Business Analysis, Equities, Financial Services, Fixed Income, Requirements Analysis, Trading, Bloomberg, Business Process, SDLC, Securities, Portfolio Management, Fund Accounting, Trading Systems, Derivatives, Reference Data, Mutual Funds, Business Requirements, Capital Markets, Corporate Actions, Strategy, Asset Management, Software Documentation, FX Options, Financial Markets, Integration, Asset Managment, Electronic Trading, Requirements Gathering, Bonds, Hedge Funds, Investments, Investment Banking, Back Office, Project Management, Data Modeling, Data Analytics, RUP Methodologies, ITIL, Business Rules, Reinsurance, BPMN, UML
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1990
MSF, Finance
Northeastern University 1975 — 1981
BS, Finance/Accounting
Ossining High School
Ossining High School
Ossining High School
Sally Mei Sally Mei's Commonwealth Financial Network Experience June 2015 - Present
Job Graphic Production Artist at Commonwealth Financial Network
Industry Graphic Design
Experience
Commonwealth Financial Network June 2015 - Present
Northeastern University - Student Financial Services June 2010 - May 2015
WS Development July 2014 - December 2014
Commonwealth Financial Network July 2013 - December 2013
Studio 24 Graphix and Printing June 2012 - December 2012
Jacobson Floral Supply, Inc. June 2012 - December 2012
IBA - Inquilinos Boricuas en Acción July 2009 - December 2009
Boston Natural Areas Network July 2008 - August 2008
Skills
Graphic Design, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Photography, Attention To Detail, Reliability, Punctual, Organizing, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, InDesign, Illustrator, Photoshop
Education
Northeastern University 2010 — 2015
BFA, Graphic Design
Boston Latin School 2004 — 2010
Commonwealth Financial Network June 2015 - Present
Northeastern University - Student Financial Services June 2010 - May 2015
WS Development July 2014 - December 2014
Commonwealth Financial Network July 2013 - December 2013
Studio 24 Graphix and Printing June 2012 - December 2012
Jacobson Floral Supply, Inc. June 2012 - December 2012
IBA - Inquilinos Boricuas en Acción July 2009 - December 2009
Boston Natural Areas Network July 2008 - August 2008
Skills
Graphic Design, Adobe Photoshop, Adobe InDesign, Adobe Illustrator, Photography, Attention To Detail, Reliability, Punctual, Organizing, Adobe Creative Suite, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Adobe Acrobat, InDesign, Illustrator, Photoshop
Education
Northeastern University 2010 — 2015
BFA, Graphic Design
Boston Latin School 2004 — 2010
Russell Kellogg's Commonwealth Financial Network Experience August 2014 - Present
Job Due Diligence Analyst at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments January 2013 - June 2013
Hermes Fund Managers July 2012 - August 2012
Skills
Series 7, Fixed Income, Mutual Funds, Securities, Investments, Trading, Banking, Bonds, Cash Management, Analysis, Loans, Funding, Bloomberg, Bloomberg Terminal, Microsoft Excel, Economics, PowerPoint
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Preparatory School 2005 — 2009
Commonwealth Financial Network August 2014 - Present
Fidelity Investments July 2013 - August 2014
Fidelity Investments January 2013 - June 2013
Hermes Fund Managers July 2012 - August 2012
Skills
Series 7, Fixed Income, Mutual Funds, Securities, Investments, Trading, Banking, Bonds, Cash Management, Analysis, Loans, Funding, Bloomberg, Bloomberg Terminal, Microsoft Excel, Economics, PowerPoint
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics
St. John's Preparatory School 2005 — 2009
Jesse Snow, AIF® Jesse Snow, AIF®'s Commonwealth Financial Network Experience December 2011 - April 2013
Job Client Relations at RedBlack Software, LLC
Industry Financial Services
Experience
RedBlack Software, LLC August 2014 - Present
Granite Financial Partners LLC April 2013 - August 2014
Commonwealth Financial Network December 2011 - April 2013
Commonwealth Financial Network June 2011 - December 2011
2008 -2011 August 2007 - May 2011
The Law Offices of Stephen Archambault May 2010 - August 2010
Skills
Mutual Funds, Financial Analysis, Investments, Series 7, Microsoft Excel, Customer Service, Financial Advisory, Alternative Investments, Retirement, PowerPoint, Securities, Portfolio Management, Financial Services, Series 6, Modeling Portfolios, Finance, Fixed Annuities, Transfers Of Equity
Education
Boston University 2013 — 2017
Certified Financial Planner (CFP), Financial Planning and Services
Bryant University 2007 — 2011
Bachelor of Science, Business Management
West Boylston High School 2004 — 2007
Graduated
Norrback
RedBlack Software, LLC August 2014 - Present
Granite Financial Partners LLC April 2013 - August 2014
Commonwealth Financial Network December 2011 - April 2013
Commonwealth Financial Network June 2011 - December 2011
2008 -2011 August 2007 - May 2011
The Law Offices of Stephen Archambault May 2010 - August 2010
Skills
Mutual Funds, Financial Analysis, Investments, Series 7, Microsoft Excel, Customer Service, Financial Advisory, Alternative Investments, Retirement, PowerPoint, Securities, Portfolio Management, Financial Services, Series 6, Modeling Portfolios, Finance, Fixed Annuities, Transfers Of Equity
Education
Boston University 2013 — 2017
Certified Financial Planner (CFP), Financial Planning and Services
Bryant University 2007 — 2011
Bachelor of Science, Business Management
West Boylston High School 2004 — 2007
Graduated
Norrback
Gary Brownfield, Financial Planner/Investment Advisor Gary Brownfield, Financial Planner/Investment Advisor's Commonwealth Financial Network Experience January 1999 - Present
Job Building financial plans for clients who desire to build wealth for their life today and their future retirement.
Industry Financial Services
Experience
GB Financial Services, L.L.C. January 2006 - Present
Commonwealth Financial Network January 1999 - Present
Green White Advisors January 1999 - December 2005
Skills
Investment Strategies, Stocks, Alternative Investments
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Post-Graduate Studies, Personal Financial Planning
Butler University 1989 — 1991
MBA, Finance
Purdue University 1978 — 1983
BSME, Mechanical Engineering
GB Financial Services, L.L.C. January 2006 - Present
Commonwealth Financial Network January 1999 - Present
Green White Advisors January 1999 - December 2005
Skills
Investment Strategies, Stocks, Alternative Investments
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Post-Graduate Studies, Personal Financial Planning
Butler University 1989 — 1991
MBA, Finance
Purdue University 1978 — 1983
BSME, Mechanical Engineering
Emily Guadagnoli's Commonwealth Financial Network Experience September 2003 - August 2012
Job Vice President, Communications at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company July 2015 - Present
Harvard Management Company January 2014 - June 2015
Pioneer Investments September 2012 - December 2013
Commonwealth Financial Network September 2003 - August 2012
Prana Power Yoga August 2009 - July 2012
Financial Planning Association October 2009 - October 2010
Skills
Public Relations, Media Relations, Strategic Planning, Social Media, Public Speaking, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing, Corporate Communications, Online Advertising, Advertising, Crisis Communications, Internal Communications, Press Releases
Education
Harvard University 2009 — 2013
Extension School, Master of Liberal Arts, Concentration: Management, Summa Cum Laude
Boston University 1999 — 2003
Bachelor of Science Degree in Communication, Major: Public Relations; Concentration: Psychology, Magna Cum Laude
Harvard Management Company July 2015 - Present
Harvard Management Company January 2014 - June 2015
Pioneer Investments September 2012 - December 2013
Commonwealth Financial Network September 2003 - August 2012
Prana Power Yoga August 2009 - July 2012
Financial Planning Association October 2009 - October 2010
Skills
Public Relations, Media Relations, Strategic Planning, Social Media, Public Speaking, Marketing Communications, Strategic Communications, Social Media Marketing, Marketing, Corporate Communications, Online Advertising, Advertising, Crisis Communications, Internal Communications, Press Releases
Education
Harvard University 2009 — 2013
Extension School, Master of Liberal Arts, Concentration: Management, Summa Cum Laude
Boston University 1999 — 2003
Bachelor of Science Degree in Communication, Major: Public Relations; Concentration: Psychology, Magna Cum Laude
Jane Leybovich, CCP, GRP, PMC's Commonwealth Financial Network Experience May 2010 - Present
Job Product Manager/Business Analyst/Project Manager
Industry Information Technology and Services
Experience
Commonwealth Financial Network May 2010 - Present
Salary.com November 2005 - January 2009
Netegrity December 2000 - October 2005
e-Parcel May 1999 - December 2000
Skills
SaaS, Business Analysis, CRM, Business Intelligence, Product Management, Project Management, Cross-functional Team..., Product Development, Program Management, Management, Performance Management, Team Management, Enterprise Software, Databases, Sales, Agile Methodologies, SDLC
Education
American Management Association (AMA) 2011 — 2011
MBA workshop
Pragmatic Marketing 2011 — 2011
Pragmatic Marketing Certified
Global Remuneration Professional - World at Work 2008 — 2009
GRP, Global Remuneration Professional
Certified Compensation Professional - World at Work
CCP, Certified Compensation Professional
Boston University 1998 — 2000
MS, Computer System Engineering
Commonwealth Financial Network May 2010 - Present
Salary.com November 2005 - January 2009
Netegrity December 2000 - October 2005
e-Parcel May 1999 - December 2000
Skills
SaaS, Business Analysis, CRM, Business Intelligence, Product Management, Project Management, Cross-functional Team..., Product Development, Program Management, Management, Performance Management, Team Management, Enterprise Software, Databases, Sales, Agile Methodologies, SDLC
Education
American Management Association (AMA) 2011 — 2011
MBA workshop
Pragmatic Marketing 2011 — 2011
Pragmatic Marketing Certified
Global Remuneration Professional - World at Work 2008 — 2009
GRP, Global Remuneration Professional
Certified Compensation Professional - World at Work
CCP, Certified Compensation Professional
Boston University 1998 — 2000
MS, Computer System Engineering
Brian Glazer Brian Glazer's Commonwealth Financial Network Experience January 2012 - Present
Job Investment ConsultantCommonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network January 2012 - Present
Capital Analysts of New England December 2009 - January 2012
Fidelity July 1998 - July 2008
Standish, Ayer, & Wood, Inc. May 1993 - July 1998
Skills
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, Asset Allocation, Investments
Education
Boston University 2008 — 2008
CFP Education Certificate, Financial Planning
Suffolk University - Sawyer Business School 1994 — 1997
MBA, Business
University of Vermont 1988 — 1992
B.S. Business Administration, Marketing/Management
St. John's Prep High School 1984 — 1988
Commonwealth Financial Network January 2012 - Present
Capital Analysts of New England December 2009 - January 2012
Fidelity July 1998 - July 2008
Standish, Ayer, & Wood, Inc. May 1993 - July 1998
Skills
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, Asset Allocation, Investments
Education
Boston University 2008 — 2008
CFP Education Certificate, Financial Planning
Suffolk University - Sawyer Business School 1994 — 1997
MBA, Business
University of Vermont 1988 — 1992
B.S. Business Administration, Marketing/Management
St. John's Prep High School 1984 — 1988
Shabnam Danesh Shabnam Danesh's Commonwealth Financial Network Experience February 2014 - Present
Job Legal Administrator at Commonwealth Financial Network
Industry Legal Services
Experience
Commonwealth Financial Network February 2014 - Present
The Locator Services Group Ltd. October 2011 - February 2014
Commonwealth of Massachusetts, Department of Youth Services (DYS) June 2008 - July 2011
Live Nation February 2009 - May 2011
Northeastern University College of Criminal Justice February 2008 - June 2008
University of Rhode Island May 2005 - August 2005
University of Rhode Island January 2005 - May 2005
Skills
SPSS, Research, PowerPoint, Psychology, Microsoft Excel, Legal Research, Data Analysis, Qualitative Research, Criminal Justice, Quantitative Research, Report Writing, Microsoft Word, Microsoft Office, Statistics, Spanish, Policy Analysis, Online Research, Microsoft Power Point, Data Entry, Data Management, Juvenile Justice, Juvenile Delinquency, Writing, LexisNexis, Social Psychology, Crime Analysis, Criminal Investigations, Paralegals, Close Attention to..., Customer Service, Customer Oriented, Hospitality Service, Time Management
Education
Boston University 2011 — 2011
Certificate, Paralegal
Northeastern University 2007 — 2008
M.S., Criminal Justice
University of Rhode Island 2003 — 2007
B.A., Psychology
Commonwealth Financial Network February 2014 - Present
The Locator Services Group Ltd. October 2011 - February 2014
Commonwealth of Massachusetts, Department of Youth Services (DYS) June 2008 - July 2011
Live Nation February 2009 - May 2011
Northeastern University College of Criminal Justice February 2008 - June 2008
University of Rhode Island May 2005 - August 2005
University of Rhode Island January 2005 - May 2005
Skills
SPSS, Research, PowerPoint, Psychology, Microsoft Excel, Legal Research, Data Analysis, Qualitative Research, Criminal Justice, Quantitative Research, Report Writing, Microsoft Word, Microsoft Office, Statistics, Spanish, Policy Analysis, Online Research, Microsoft Power Point, Data Entry, Data Management, Juvenile Justice, Juvenile Delinquency, Writing, LexisNexis, Social Psychology, Crime Analysis, Criminal Investigations, Paralegals, Close Attention to..., Customer Service, Customer Oriented, Hospitality Service, Time Management
Education
Boston University 2011 — 2011
Certificate, Paralegal
Northeastern University 2007 — 2008
M.S., Criminal Justice
University of Rhode Island 2003 — 2007
B.A., Psychology
Peter Mariner Peter Mariner's Commonwealth Financial Network Experience May 2011 - August 2012
Job Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - October 2014
Fidelity Investments July 2012 - December 2012
Commonwealth Financial Network May 2011 - August 2012
Bryant University September 2008 - May 2011
Skills
Social Media, Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Information Security, Data Analysis, SharePoint, Financial Analysis, Analysis, Project Management, Requirements Gathering, Community Outreach, User Experience
Education
Bryant University 2008 — 2012
Bachelor of Science, International Business (BSIB); Computer Information Systems
Universitat Pompeu Fabra 2010 — 2010
Barcelona, Spain
Fidelity Investments October 2014 - Present
Fidelity Investments January 2013 - October 2014
Fidelity Investments July 2012 - December 2012
Commonwealth Financial Network May 2011 - August 2012
Bryant University September 2008 - May 2011
Skills
Social Media, Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Information Security, Data Analysis, SharePoint, Financial Analysis, Analysis, Project Management, Requirements Gathering, Community Outreach, User Experience
Education
Bryant University 2008 — 2012
Bachelor of Science, International Business (BSIB); Computer Information Systems
Universitat Pompeu Fabra 2010 — 2010
Barcelona, Spain
Fred Shane, CFE, MBA, MSPPM, MBE, FLMI Fred Shane, CFE, MBA, MSPPM, MBE, FLMI's Commonwealth Financial Network Experience August 2013 - Present
Job Chief Risk Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
Commonwealth Financial Network August 2013 - Present
Financial Industry Regulatory Authority February 2013 - Present
Commonwealth Financial Network November 2010 - August 2013
YMCA January 2010 - 2013
Sun Life Financial October 2007 - October 2010
Sun Life Financial September 2005 - October 2007
John Hancock Investments September 2004 - September 2005
MFS Investment Management 2002 - 2004
John Hancock Financial Services September 2000 - February 2002
Evergreen Investments December 1999 - September 2000
Skills
Investments, Mutual Funds, Financial Services, Due Diligence, Securities, Asset Managment, Alternative Investments, Hedge Funds, Internal Controls, Asset Management, Insurance, Relationship Management, Wealth Management, Financial Advisory, Retirement, Risk Management, Enterprise Risk..., Fraud Detection, Project Management, FINRA, Compliance, Hold Series 7
Education
New England College of Business and Finance 2011 — 2014
Master's Degree, Masters in Business Ethics and Compliance, Graduate
Brandeis University 2006 — 2009
MSPM, Project Management
Nichols College 2001 — 2002
MBA, Business
University of Massachusetts, Amherst 1993 — 1997
University of Arizona
Newton South High Schools 1989 — 1993
High School
James Carlisle's Commonwealth Financial Network Experience May 2011 - March 2015
Job AVP, Compliance Officer Wealth Management Group at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. March 2015 - Present
Commonwealth Financial Network May 2011 - March 2015
Commonwealth Financial Network December 2008 - May 2011
Commonwealth Financial Network June 2007 - December 2008
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Mutual Funds, Securities, Bloomberg, Series 6, Fixed Income, Investments, Equities, Alternative Investments, Wealth Management, Retirement Planning, Trading, Retirement, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Services, Fixed Annuities, 401k, Series 4, Options, Hedge Funds, Financial Advisory, Financial Planning
Education
Bridgewater State College 2002 — 2007
BS, Finance
Melrose High School 1998 — 2002
Citizens Financial Group, Inc. March 2015 - Present
Commonwealth Financial Network May 2011 - March 2015
Commonwealth Financial Network December 2008 - May 2011
Commonwealth Financial Network June 2007 - December 2008
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Mutual Funds, Securities, Bloomberg, Series 6, Fixed Income, Investments, Equities, Alternative Investments, Wealth Management, Retirement Planning, Trading, Retirement, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Services, Fixed Annuities, 401k, Series 4, Options, Hedge Funds, Financial Advisory, Financial Planning
Education
Bridgewater State College 2002 — 2007
BS, Finance
Melrose High School 1998 — 2002
Ken Muskat Ken Muskat's Commonwealth Financial Network Experience July 2009 - Present
Job Investment Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2009 - Present
Skills
Wealth Management, Finance, Financial Services, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Series 7
Education
CSUN
Finance, General
Commonwealth Financial Network July 2009 - Present
Skills
Wealth Management, Finance, Financial Services, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Series 7
Education
CSUN
Finance, General
Jason Nappi Jason Nappi's Commonwealth Financial Network Experience July 2003 - February 2006
Job Software Architect
Industry Information Technology and Services
Experience
SmartPak March 2007 - Present
CSN Stores February 2006 - March 2007
Commonwealth Financial Network July 2003 - February 2006
NaviSite, Inc June 1998 - July 2003
MEDITECH August 1996 - May 1998
Skills
.NET, Software Development, ASP.NET, C#, SQL, VB.NET, Application Development, Software Engineering, Microsoft SQL Server, XML, HTML, jQuery, JavaScript, NUnit, CruiseControl, Subversion, FogBugz, Visual Studio, ReSharper, Dynatrace, Distributed Caching, IIS, Entity Framework, Enterprise Library, Architecture, Enterprise Software, Distributed Systems, Architectures
Education
Brandeis University 2000 — 2002
Master of Software Engineering, Software Engineering
University of Southern Maine 1994 — 1995
BA, Philosophy
University of New Hampshire 1989 — 1993
Philosophy
Deering High School 1985 — 1989
SmartPak March 2007 - Present
CSN Stores February 2006 - March 2007
Commonwealth Financial Network July 2003 - February 2006
NaviSite, Inc June 1998 - July 2003
MEDITECH August 1996 - May 1998
Skills
.NET, Software Development, ASP.NET, C#, SQL, VB.NET, Application Development, Software Engineering, Microsoft SQL Server, XML, HTML, jQuery, JavaScript, NUnit, CruiseControl, Subversion, FogBugz, Visual Studio, ReSharper, Dynatrace, Distributed Caching, IIS, Entity Framework, Enterprise Library, Architecture, Enterprise Software, Distributed Systems, Architectures
Education
Brandeis University 2000 — 2002
Master of Software Engineering, Software Engineering
University of Southern Maine 1994 — 1995
BA, Philosophy
University of New Hampshire 1989 — 1993
Philosophy
Deering High School 1985 — 1989
Paul Santucci Paul Santucci's Commonwealth Financial Network Experience January 2006 - Present
Job at
Industry Financial Services
Experience
Paul Santucci Financial Services January 2006 - Present
Commonwealth Financial Network January 2006 - Present
Education
Bryant University
Paul Santucci Financial Services January 2006 - Present
Commonwealth Financial Network January 2006 - Present
Education
Bryant University
Marianne Merawi Marianne Merawi's Commonwealth Financial Network Experience April 2005 - June 2006
Job 4th Grade Teacher at Lynn Public Schools
Industry Primary/Secondary Education
Experience
Lynn Public Schools September 2010 - Present
American International School of Abu Dhabi June 2008 - August 2009
Gwinnett County Public Schools August 2007 - May 2009
Waltham Public Schools September 2006 - June 2007
Commonwealth Financial Network April 2005 - June 2006
Wayland Public Schools February 2005 - April 2005
Baron's English Academy July 2004 - February 2005
Project Vote Smart 2003 - 2004
Education
Brandeis University 2006 — 2007
MAT, Elementary Education
Smith College 1999 — 2003
BA, Government
Wayland High School 1995 — 1999
HS
Lynn Public Schools September 2010 - Present
American International School of Abu Dhabi June 2008 - August 2009
Gwinnett County Public Schools August 2007 - May 2009
Waltham Public Schools September 2006 - June 2007
Commonwealth Financial Network April 2005 - June 2006
Wayland Public Schools February 2005 - April 2005
Baron's English Academy July 2004 - February 2005
Project Vote Smart 2003 - 2004
Education
Brandeis University 2006 — 2007
MAT, Elementary Education
Smith College 1999 — 2003
BA, Government
Wayland High School 1995 — 1999
HS
Gene Kim, CFP®'s Commonwealth Financial Network Experience December 2014 - Present
Job Director, Marketing at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Commonwealth Financial Network December 2014 - Present
Moors & Cabot March 2013 - December 2014
Old Mutual Asset Management May 2011 - February 2012
Old Mutual Asset Management December 2007 - May 2011
Sun Life Financial June 2004 - December 2007
Columbia Funds Distributor December 2000 - June 2004
John Hancock June 1994 - December 2000
Skills
Mutual Funds, Financial Services, Product Management, Product Marketing, Marketing Strategy, Marketing Communications, Marketing, Business Strategy, Relationship Management, Investments, Series 63, Alternative Investments, Asset Allocation, Series 6, Social Media Marketing, Digital Marketing, Brand Management, ETFs, Digital Strategy, Portfolio Management, Corporate Branding, Public Relations, Strategic Communications, Integrated Marketing, Project Management, Social Media, Email Marketing, Securities, Insurance, Retirement, Asset Managment, Wealth Management, Equities, Marketing Management, Brand Developement, Strategic Planning, Product Development, Investment Strategies, Investment Management, Market Research, Direct Marketing, Online Advertising, FINRA, Institutional...
Education
Boston University
B.S., Advertising & Public Relations
Riverdale Country School
Heidi Detmer Heidi Detmer's Commonwealth Financial Network Experience December 2012 - Present
Job Financial Advisor at Capricorn Financial Strategies
Industry Financial Services
Experience
Commonwealth Financial Network December 2012 - Present
Financial Services Company July 2008 - December 2012
South Central Public Health July 2003 - July 2008
South Central Public Health District November 1999 - June 2003
Washoe County WIC January 1998 - January 1999
Sears, Roebuck & Co January 1989 - January 1998
Skills
Retirement Planning, Insurance/Annuity..., Securities, IRA's, Investments, Retirement, Insurance, Series 7, Retirement Income..., Wealth, Portfolio Management, Planning, Mutual Funds, Funding, 401k, Long Term Care, Investment Advisory, Financial Advisory, Annuities, Money, Stocks, Health, Bonds, Banking, Budgeting, Microsoft Office, Equities, Investment Strategies, IRAs, Fixed Annuities
Education
University of Idaho 1988 — 1991
BS, Psychology
Boise State University 1986 — 1988
Psychology
Twin Falls High School 1983 — 1986
Diploma, high school
Commonwealth Financial Network December 2012 - Present
Financial Services Company July 2008 - December 2012
South Central Public Health July 2003 - July 2008
South Central Public Health District November 1999 - June 2003
Washoe County WIC January 1998 - January 1999
Sears, Roebuck & Co January 1989 - January 1998
Skills
Retirement Planning, Insurance/Annuity..., Securities, IRA's, Investments, Retirement, Insurance, Series 7, Retirement Income..., Wealth, Portfolio Management, Planning, Mutual Funds, Funding, 401k, Long Term Care, Investment Advisory, Financial Advisory, Annuities, Money, Stocks, Health, Bonds, Banking, Budgeting, Microsoft Office, Equities, Investment Strategies, IRAs, Fixed Annuities
Education
University of Idaho 1988 — 1991
BS, Psychology
Boise State University 1986 — 1988
Psychology
Twin Falls High School 1983 — 1986
Diploma, high school
Jill Walden's Commonwealth Financial Network Experience August 2004 - February 2007
Job HR/Business Office Specialist at Greater Lawrence Technical School
Industry E-Learning
Experience
Greater Lawrence Technical School October 2013 - Present
University of Phoenix April 2008 - Present
Watch Me Shine August 2009 - March 2011
Commonwealth Financial Network August 2004 - February 2007
NaviMedix, Inc. February 2002 - July 2004
Molecular September 1999 - January 2002
Skills
Human Resources, Instructional Design, Teaching, Talent Acquisition, Employee Relations, Coaching, Microsoft Office, Career Development, Personnel Management, Social Media, Organizational..., Public Speaking, Training, Onboarding, Workshop Facilitation, Research, CPR Certified, First Aid
Education
Lesley University 2001 — 2004
MS, Human Resouces Management
Boston University 1994 — 1998
BA, Environmental Analysis & Policy
Greater Lawrence Technical School October 2013 - Present
University of Phoenix April 2008 - Present
Watch Me Shine August 2009 - March 2011
Commonwealth Financial Network August 2004 - February 2007
NaviMedix, Inc. February 2002 - July 2004
Molecular September 1999 - January 2002
Skills
Human Resources, Instructional Design, Teaching, Talent Acquisition, Employee Relations, Coaching, Microsoft Office, Career Development, Personnel Management, Social Media, Organizational..., Public Speaking, Training, Onboarding, Workshop Facilitation, Research, CPR Certified, First Aid
Education
Lesley University 2001 — 2004
MS, Human Resouces Management
Boston University 1994 — 1998
BA, Environmental Analysis & Policy
Douglas Odell's Commonwealth Financial Network Experience August 2013 - Present
Job Web Production Specialist at Commonwealth Financial Network
Industry Internet
Experience
Commonwealth Financial Network August 2013 - Present
Commonwealth Financial Network August 2013 - August 2014
Earthworks Engineering, Inc. June 2011 - August 2012
Boston Youth Symphony Orchestras January 2011 - April 2011
Skills
GIS analysis, Web Design, Environmental Policy, InDesign, Database Admin, ArcGIS, Raiser's Edge, Report Writing, Research, Facebook, Tumblr, Data Analysis, Photoshop, Twitter, GIS, Microsoft Office, Dreamweaver
Education
Boston University 2009 — 2013
Bachelor of Arts, Human Geography
Plymouth South High School 2005 — 2009
Diploma
Commonwealth Financial Network August 2013 - Present
Commonwealth Financial Network August 2013 - August 2014
Earthworks Engineering, Inc. June 2011 - August 2012
Boston Youth Symphony Orchestras January 2011 - April 2011
Skills
GIS analysis, Web Design, Environmental Policy, InDesign, Database Admin, ArcGIS, Raiser's Edge, Report Writing, Research, Facebook, Tumblr, Data Analysis, Photoshop, Twitter, GIS, Microsoft Office, Dreamweaver
Education
Boston University 2009 — 2013
Bachelor of Arts, Human Geography
Plymouth South High School 2005 — 2009
Diploma
Nathan Kolodny's Commonwealth Financial Network Experience July 2011 - June 2012
Job Strategic Account Manager, AsiaPacific at Acquia
Industry Computer Software
Experience
Acquia September 2015 - Present
Acquia August 2014 - August 2015
Acquia July 2013 - August 2014
Acquia July 2012 - July 2013
Commonwealth Financial Network July 2011 - June 2012
Quinnipiac University January 2009 - May 2011
Skills
Salesforce.com, Time Management, Customer Service, Team Building, Outlook, Team-oriented, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Access, Organizing, Meeting Deadlines, Team Coordination, Accounting, Social Networking, Sales, Case Management, Data Analysis, Marketing, HTML, Team Leadership, Leadership, Management, Business Development, Team Oriented, Excel, Word, Project Management, Market Research, Analysis, SaaS, CRM, Enterprise Software, Cloud Computing
Education
Quinnipiac University - School of Business 2008 — 2011
Accounting
Bryant University 2007 — 2008
Management
Acquia September 2015 - Present
Acquia August 2014 - August 2015
Acquia July 2013 - August 2014
Acquia July 2012 - July 2013
Commonwealth Financial Network July 2011 - June 2012
Quinnipiac University January 2009 - May 2011
Skills
Salesforce.com, Time Management, Customer Service, Team Building, Outlook, Team-oriented, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Access, Organizing, Meeting Deadlines, Team Coordination, Accounting, Social Networking, Sales, Case Management, Data Analysis, Marketing, HTML, Team Leadership, Leadership, Management, Business Development, Team Oriented, Excel, Word, Project Management, Market Research, Analysis, SaaS, CRM, Enterprise Software, Cloud Computing
Education
Quinnipiac University - School of Business 2008 — 2011
Accounting
Bryant University 2007 — 2008
Management
ChiWai Chow's Commonwealth Financial Network Experience April 2014 - Present
Job Senior Corporate Action Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Harvard Extension Student Association July 2015 - Present
Commonwealth Financial Network April 2014 - Present
Commonwealth Financial Network April 2012 - Present
Harvard University Extension School 2015 - 2015
Commonwealth Financial Network May 2009 - April 2012
Commonwealth Financial Network April 2007 - April 2009
Computershare US January 2004 - April 2007
Computershare US January 2002 - January 2004
Skills
Finra series 7, Finra Series 66, Finra series 24, Finra Series 53, CFA level II Candidate, Corporate Actions..., Securities Research, Microsoft Office, Project Management, Financial Data Analysis..., Financial Statement..., Corporate Finance, Mereger and Aqusition, Bloomberg Terminal, Stata, Mutual Funds, Series 7, FINRA, Series 24, Fixed Income, Financial Services, Wealth Management, Securities, Chartered Financial...
Education
Harvard University 2014 — 2016
Master of Liberal Arts in Extension Studies, Finance, GPA 3.94
Boston University
Bachelor’s Degree, Business Administration and Management- School of Management
Harvard Extension Student Association July 2015 - Present
Commonwealth Financial Network April 2014 - Present
Commonwealth Financial Network April 2012 - Present
Harvard University Extension School 2015 - 2015
Commonwealth Financial Network May 2009 - April 2012
Commonwealth Financial Network April 2007 - April 2009
Computershare US January 2004 - April 2007
Computershare US January 2002 - January 2004
Skills
Finra series 7, Finra Series 66, Finra series 24, Finra Series 53, CFA level II Candidate, Corporate Actions..., Securities Research, Microsoft Office, Project Management, Financial Data Analysis..., Financial Statement..., Corporate Finance, Mereger and Aqusition, Bloomberg Terminal, Stata, Mutual Funds, Series 7, FINRA, Series 24, Fixed Income, Financial Services, Wealth Management, Securities, Chartered Financial...
Education
Harvard University 2014 — 2016
Master of Liberal Arts in Extension Studies, Finance, GPA 3.94
Boston University
Bachelor’s Degree, Business Administration and Management- School of Management
Victoria Faxon's Commonwealth Financial Network Experience September 2010 - October 2011
Job History Teacher at The Grauer School
Industry Primary/Secondary Education
Experience
Hess International Educational Organization November 2011 - July 2013
Commonwealth Financial Network September 2010 - October 2011
Commonwealth Financial Network April 2009 - September 2010
Philips Lifeline May 2008 - August 2008
Skills
Microsoft Office, Mac OS, Highly detail oriented, Exceptional Planning..., Positive and Energetic..., Creative Ingenuity, Mandarin Chinese,..., French, conversational
Education
Brandeis University 2006 — 2010
Bachelor of the Arts, East Asian Studies, Cum Laude
Brandeis University
Hess International Educational Organization November 2011 - July 2013
Commonwealth Financial Network September 2010 - October 2011
Commonwealth Financial Network April 2009 - September 2010
Philips Lifeline May 2008 - August 2008
Skills
Microsoft Office, Mac OS, Highly detail oriented, Exceptional Planning..., Positive and Energetic..., Creative Ingenuity, Mandarin Chinese,..., French, conversational
Education
Brandeis University 2006 — 2010
Bachelor of the Arts, East Asian Studies, Cum Laude
Brandeis University
Gilbert Greer Gilbert Greer's Commonwealth Financial Network Experience 2003 - 2013
Job Owner, Capital Group
Industry Financial Services
Experience
Capital Group Philanthropic endeavors in Latin AmericaFive12 FoundationJanuary 2011 - Present
Commonwealth Financial Network 2003 - 2013
Skills
Financial Services, Investments, Portfolio Management, Securities, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Investment Management, Series 7, Asset Allocation, Investment Strategies, Estate Planning, Public Speaking, Entrepreneurship, Tax, Strategic Financial..., Investment Advisory, Financial Planners, IRAs
Education
Brigham Young University 1964 — 1970
Capital Group Philanthropic endeavors in Latin AmericaFive12 FoundationJanuary 2011 - Present
Commonwealth Financial Network 2003 - 2013
Skills
Financial Services, Investments, Portfolio Management, Securities, Wealth Management, Retirement Planning, Retirement, Mutual Funds, Investment Management, Series 7, Asset Allocation, Investment Strategies, Estate Planning, Public Speaking, Entrepreneurship, Tax, Strategic Financial..., Investment Advisory, Financial Planners, IRAs
Education
Brigham Young University 1964 — 1970
Chuck Bean's Commonwealth Financial Network Experience October 1995 - June 2009
Job President and Director of Wealth Management at Heritage Financial Services, LLC
Industry Investment Management
Experience
Heritage Financial Services, LLC January 1996 - Present
Commonwealth Financial Network October 1995 - June 2009
John Hancock Financial Services September 1990 - September 1995
Skills
Investments, Asset Allocation, Investment Advisory, Wealth, Retirement Planning, Retirement, Finance, Mutual Funds, Estate Planning, Investment Strategies, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Series 65, Asset Management, Portfolio Management, Financial Advice, Asset Managment, Wealth Management, High Net Worth..., Financial Services
Education
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Science, Finance
The American College 1997 — 1999
Chartered Financial Consultant, Wealth Management
The American College 1994 — 1996
Chartered Life Underwriter, Retirement and Estate Planning
Phillips Andover Academy 1985 — 1986
PG, High School
Heritage Financial Services, LLC January 1996 - Present
Commonwealth Financial Network October 1995 - June 2009
John Hancock Financial Services September 1990 - September 1995
Skills
Investments, Asset Allocation, Investment Advisory, Wealth, Retirement Planning, Retirement, Finance, Mutual Funds, Estate Planning, Investment Strategies, Financial Advisory, Investment Management, Alternative Investments, Strategic Financial..., Series 65, Asset Management, Portfolio Management, Financial Advice, Asset Managment, Wealth Management, High Net Worth..., Financial Services
Education
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Science, Finance
The American College 1997 — 1999
Chartered Financial Consultant, Wealth Management
The American College 1994 — 1996
Chartered Life Underwriter, Retirement and Estate Planning
Phillips Andover Academy 1985 — 1986
PG, High School
Richard Gockelman, CIMA® Richard Gockelman, CIMA®'s Commonwealth Financial Network Experience July 2008 - January 2010
Job Business Development & Relationship Mgt.
Industry Financial Services
Experience
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Covestor May 2014 - March 2015
Covestor May 2013 - May 2014
Ridgewood Securities Corporation November 2011 - March 2013
New Frontier Advisors May 2011 - October 2011
Brandeis University January 2010 - April 2011
Commonwealth Financial Network July 2008 - January 2010
Placemark Investments July 2005 - July 2008
MFS Private Portfolio Services May 2004 - July 2005
MFS Fund Distributors, Inc. May 2000 - May 2004
Ruesch International 1999 - 2000
Skills
FINRA Series 22, Certified Investment..., FINRA Series 63, FINRA Series 65
Education
Brandeis University, Lemberg - International Business School 2009 — 2013
MS, Finance
Northeastern University 1990 — 1993
BS, Science
Adam D'Agostine Adam D'Agostine's Commonwealth Financial Network Experience May 2007 - August 2007
Job Chief Marketing Officer at Brewster Home Fashions
Industry Consumer Goods
Experience
Brewster Home Fashions July 2015 - Present
Brewster Home Fashions September 2014 - Present
Brewster Home Fashions June 2009 - August 2014
KFNS AM May 2008 - August 2008
Commonwealth Financial Network May 2007 - August 2007
Skills
Online Marketing, E-commerce, Strategic Planning, Product Development, Project Management, Analytics, SEO, Business Development, Data Analysis, Microsoft Excel, SQL, HTML, Digital Marketing, Social Media, Marketing Strategy, Online Advertising, PPC, Consumer Products, Competitive Analysis, Account Management, SEM, Microsoft Office, Merchandising, Strategy, Photoshop, PowerPoint, Google Analytics, Analysis, Management, CRM, Business Strategy
Education
Boston College - Carroll School of Management 2011 — 2014
MBA, Management, Graduated with Academic Distinction
Washington University in St. Louis 2005 — 2009
BA, Economics
Brewster Home Fashions July 2015 - Present
Brewster Home Fashions September 2014 - Present
Brewster Home Fashions June 2009 - August 2014
KFNS AM May 2008 - August 2008
Commonwealth Financial Network May 2007 - August 2007
Skills
Online Marketing, E-commerce, Strategic Planning, Product Development, Project Management, Analytics, SEO, Business Development, Data Analysis, Microsoft Excel, SQL, HTML, Digital Marketing, Social Media, Marketing Strategy, Online Advertising, PPC, Consumer Products, Competitive Analysis, Account Management, SEM, Microsoft Office, Merchandising, Strategy, Photoshop, PowerPoint, Google Analytics, Analysis, Management, CRM, Business Strategy
Education
Boston College - Carroll School of Management 2011 — 2014
MBA, Management, Graduated with Academic Distinction
Washington University in St. Louis 2005 — 2009
BA, Economics
Julia Kohan-Shirazi Julia Kohan-Shirazi's Commonwealth Financial Network Experience January 2015 - Present
Job Practice Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
LPL Financial July 2009 - December 2014
TEAM Enterprises March 2006 - July 2009
Enterprise Rent-A-Car April 2005 - April 2009
Skills
Business Development, Fixed Annuities, Process Improvement, Training, Financial Services, Leadership, Strategic Planning, Marketing, Sales Management, Insurance, Sales, Account Management, Sales Operations, Strategic Financial..., Salesforce.com, Budgets, Management, Operations Management, Customer Service, Customer Satisfaction, Series 63, Coaching, CRM, Recruiting, Customer Retention, Series 7
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor of Arts, Psychology
Commonwealth Financial Network January 2015 - Present
LPL Financial July 2009 - December 2014
TEAM Enterprises March 2006 - July 2009
Enterprise Rent-A-Car April 2005 - April 2009
Skills
Business Development, Fixed Annuities, Process Improvement, Training, Financial Services, Leadership, Strategic Planning, Marketing, Sales Management, Insurance, Sales, Account Management, Sales Operations, Strategic Financial..., Salesforce.com, Budgets, Management, Operations Management, Customer Service, Customer Satisfaction, Series 63, Coaching, CRM, Recruiting, Customer Retention, Series 7
Education
California State Polytechnic University-Pomona 2002 — 2004
Bachelor of Arts, Psychology
Dan Haas Dan Haas's Commonwealth Financial Network Experience July 2013 - October 2013
Job Consultant at Green Beacon Solutions
Industry Computer Software
Experience
Green Beacon Solutions January 2015 - Present
Green Beacon Solutions October 2013 - December 2014
Commonwealth Financial Network July 2013 - October 2013
Commonwealth Financial Network December 2011 - July 2013
Commonwealth Financial Network February 2010 - December 2011
World Wrestling Entertainment May 2008 - January 2011
Sony / ATV Production Music Library November 2006 - April 2008
Skills
Social Networking, Strategic Planning, Social Media Marketing, Social Media, Microsoft Excel, Microsoft Office, Online Advertising, Facebook, Product Development, Marketing Communications, Entertainment, HTML, CSS, JavaScript, HTML 5, Photoshop, CRM, Project Management, Microsoft SQL Server, MySQL, Customer Service, SharePoint
Education
Brandeis University 2011 — 2013
M.S., Software Engineering
Institute of Audio Research New 2006 — 2007
Johnson and Wales University 2000 — 2004
B.S, Hospitality
Green Beacon Solutions January 2015 - Present
Green Beacon Solutions October 2013 - December 2014
Commonwealth Financial Network July 2013 - October 2013
Commonwealth Financial Network December 2011 - July 2013
Commonwealth Financial Network February 2010 - December 2011
World Wrestling Entertainment May 2008 - January 2011
Sony / ATV Production Music Library November 2006 - April 2008
Skills
Social Networking, Strategic Planning, Social Media Marketing, Social Media, Microsoft Excel, Microsoft Office, Online Advertising, Facebook, Product Development, Marketing Communications, Entertainment, HTML, CSS, JavaScript, HTML 5, Photoshop, CRM, Project Management, Microsoft SQL Server, MySQL, Customer Service, SharePoint
Education
Brandeis University 2011 — 2013
M.S., Software Engineering
Institute of Audio Research New 2006 — 2007
Johnson and Wales University 2000 — 2004
B.S, Hospitality
Cara DiFabio's Commonwealth Financial Network Experience May 2015 - August 2015
Job Photography Intern at Eric Roth Photograhy
Industry Public Relations and Communications
Experience
Spherical Communications September 2015 - Present
Howl Magazine September 2015 - Present
Eric Roth Photography August 2015 - Present
The BU Buzz Magazine December 2014 - Present
the Lala September 2014 - Present
Boston University School of Education January 2014 - Present
Kappa Alpha Theta Fraternity November 2014 - Present
Commonwealth Financial Network May 2015 - August 2015
Cone Communications January 2015 - April 2015
451 Marketing September 2014 - December 2014
Skills
Social Media, Facebook, Microsoft Office, Social Media Marketing, Blogging, Event Planning, Social Networking, Sales, Twitter, Email Marketing, New Media, Digital Photography, Instagram, Customer Service, WordPress, Secretarial Skills, Office Administration, Radian6, Social Media Analytics, Unified Social..., Photoshop, Lightroom, Illustrator, WiX, CisionPoint, Internal Communications, Press Releases, Editorial Calendars, Photography
Education
Boston University 2012 — 2016
Public Relations
Tuscarora High School 2008 — 2012
Spherical Communications September 2015 - Present
Howl Magazine September 2015 - Present
Eric Roth Photography August 2015 - Present
The BU Buzz Magazine December 2014 - Present
the Lala September 2014 - Present
Boston University School of Education January 2014 - Present
Kappa Alpha Theta Fraternity November 2014 - Present
Commonwealth Financial Network May 2015 - August 2015
Cone Communications January 2015 - April 2015
451 Marketing September 2014 - December 2014
Skills
Social Media, Facebook, Microsoft Office, Social Media Marketing, Blogging, Event Planning, Social Networking, Sales, Twitter, Email Marketing, New Media, Digital Photography, Instagram, Customer Service, WordPress, Secretarial Skills, Office Administration, Radian6, Social Media Analytics, Unified Social..., Photoshop, Lightroom, Illustrator, WiX, CisionPoint, Internal Communications, Press Releases, Editorial Calendars, Photography
Education
Boston University 2012 — 2016
Public Relations
Tuscarora High School 2008 — 2012
Dianne K. Davis, CFP® Dianne K. Davis, CFP®'s Commonwealth Financial Network Experience November 2010 - Present
Job Senior Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2010 - Present
The Gensler Group March 2010 - October 2010
Neuberger Berman February 2005 - January 2010
Banc of America Investments March 2004 - February 2005
Merrill Lynch June 1999 - March 2004
ITT Industries December 1996 - June 1999
Education
California State University-Northridge 1994 — 1996
M.A., Speech Communication
University of California, Santa Barbara 1991 — 1994
B.A., Communication Studies
Commonwealth Financial Network November 2010 - Present
The Gensler Group March 2010 - October 2010
Neuberger Berman February 2005 - January 2010
Banc of America Investments March 2004 - February 2005
Merrill Lynch June 1999 - March 2004
ITT Industries December 1996 - June 1999
Education
California State University-Northridge 1994 — 1996
M.A., Speech Communication
University of California, Santa Barbara 1991 — 1994
B.A., Communication Studies
Heather Zack Heather Zack's Commonwealth Financial Network Experience January 2014 - Present
Job Advanced Planning Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
James Delgado James Delgado's Commonwealth Financial Network Experience June 2012 - September 2012
Job ReceptionistClerk at Lewis, Marenstein, Wicke, Sherwin & Lee
Industry Market Research
Experience
Lewis, Marenstein, Wicke, Sherwin & Lee May 2014 - Present
Data Exchange Corporation September 2013 - April 2014
Legal Production Service May 2013 - August 2013
Commonwealth Financial Network June 2012 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, PowerPoint, Microsoft Excel, Time Management, Facebook, Windows, English, Photoshop, Spanish, Data Entry, Access, Public Speaking, Social Media
Education
California State University-Northridge 2011 — 2015
Bachelor’s Degree, Economics
Lewis, Marenstein, Wicke, Sherwin & Lee May 2014 - Present
Data Exchange Corporation September 2013 - April 2014
Legal Production Service May 2013 - August 2013
Commonwealth Financial Network June 2012 - September 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, Teamwork, Research, PowerPoint, Microsoft Excel, Time Management, Facebook, Windows, English, Photoshop, Spanish, Data Entry, Access, Public Speaking, Social Media
Education
California State University-Northridge 2011 — 2015
Bachelor’s Degree, Economics
Bene Richardson's Commonwealth Financial Network Experience May 2000 - July 2006
Job Commercial Real Estate Attorney at Cushing, Morris, Armbruster and Montgomery
Industry Law Practice
Experience
Cushing, Morris, Armbruster & Montgomery, LLP August 2015 - Present
Seyfarth Shaw May 2012 - August 2015
Dechert LLP March 2010 - May 2012
Suffolk County District Attorney August 2009 - March 2010
Commonwealth Financial Network May 2000 - July 2006
Skills
Finance, Real Estate Transactions, Commercial Real Estate, Legal Issues, Loans, Acquisitions, Corporate Law, Real Estate, Real Estate Economics, Structured Finance
Education
Boston College Law School 2006 — 2009
Juris Doctor, Law
Brandeis University 1997 — 2001
Bachelor's degree, Economics
Cushing, Morris, Armbruster & Montgomery, LLP August 2015 - Present
Seyfarth Shaw May 2012 - August 2015
Dechert LLP March 2010 - May 2012
Suffolk County District Attorney August 2009 - March 2010
Commonwealth Financial Network May 2000 - July 2006
Skills
Finance, Real Estate Transactions, Commercial Real Estate, Legal Issues, Loans, Acquisitions, Corporate Law, Real Estate, Real Estate Economics, Structured Finance
Education
Boston College Law School 2006 — 2009
Juris Doctor, Law
Brandeis University 1997 — 2001
Bachelor's degree, Economics
Heather Doherty Heather Doherty's Commonwealth Financial Network Experience September 2015 - Present
Job Manager, Compliance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network January 2012 - October 2013
Commonwealth Financial Network January 2008 - January 2012
John Hancock Financial Network December 2005 - January 2008
John Hancock Life Insurance Company (U.S.A.) July 2005 - December 2005
Skills
Series 7, Series 24, Series 53, Series 66
Education
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network January 2012 - October 2013
Commonwealth Financial Network January 2008 - January 2012
John Hancock Financial Network December 2005 - January 2008
John Hancock Life Insurance Company (U.S.A.) July 2005 - December 2005
Skills
Series 7, Series 24, Series 53, Series 66
Education
Bryant University 2001 — 2005
Bachelor's degree, Marketing
Kieth Tong, CFP®, AIF® Kieth Tong, CFP®, AIF®'s Commonwealth Financial Network Experience April 2010 - November 2012
Job Financial Consultant Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
Merrill Edge January 2015 - Present
Treloar & Heisel August 2014 - November 2014
RBS Citizens Financial Group October 2013 - July 2014
Financial Services February 2013 - September 2013
Commonwealth Financial Network April 2010 - November 2012
Fidelity Investments October 2004 - April 2010
Putnam Investments October 2001 - December 2003
American Express Financial Advisors October 1999 - September 2001
Skills
Employee Benefits, Pensions, Wealth Management, Financial Planning, Estate Planning, Retirement Planning, Public Speaking, Direct Sales, Fiduciary Services, Investment Advisory, Retirement, 401k, Investments, Financial Services, Insurance, Defined Benefit, Strategic Financial..., Succession Planning, Management, Portfolio Management, Securities
Education
Merrimack College
CFP, Advanced Studies in Financial Planning
University of New Hampshire - Whittemore School of Business and Economics
Business Administration, Bachelor of Science, Economics and Finance
Manchester Central High School
Boston Latin School
Latin
John Faverman John Faverman's Commonwealth Financial Network Experience 1998 - 2003
Job Solutions Architect at All Covered
Industry Information Technology and Services
Experience
All Covered May 2013 - December 2014
Firestone Financial 2008 - 2013
Crystalroom Technologies 2007 - 2013
OnProcess Technology 2006 - 2007
McKesson Provider Technologies 2004 - 2006
Commonwealth Financial Network 1998 - 2003
ClearStory Systems (formerly INSCI Corp.) 1996 - 1998
Stream International 1994 - 1996
Framingham State College 1993 - 1993
University of Massachusetts Lowell 1986 - 1990
Skills
Program Management, Executive Management, Internal Audit, Technology Architecture, Enterprise Systems, Technically Strong, Vendor Management, Disaster Recovery, Security, Training, Business Intelligence, IT Management, Project Management, Strategic Planning, Finance, Risk Management, Management, Team Building, Business Analysis, Windows, Leadership, Process Improvement, Negotiation, Integration, Business Process..., Budgets, CRM, Networking, Outsourcing, IT Strategy, Change Management, SaaS, Software Development, Strategy, Virtualization, Information Technology, Consulting, Cloud Computing, Software Documentation, Professional Services, Salesforce.com, Telecommunications, Business Continuity, Quality Assurance, Team Management, Citrix, Microsoft SQL Server, System Deployment, Data Center, Access
Education
Boston University Corporate Education Center 2009 — 2010
Certificate, PMBOK Based Project Management and Scoping
Brandeis University 1982 — 1987
Ph.D., Music Theory and Composition
Brandeis University 1982 — 1985
Master of Arts (M.A.), Music Theory
Harvard University 1983 — 1984
Education Exchange Program, Music Theory and Composition
California Institute of the Arts 1980 — 1982
M.F.A., Music
University of California, Santa Barbara 1977 — 1980
B.A., College of Creative Studies
All Covered May 2013 - December 2014
Firestone Financial 2008 - 2013
Crystalroom Technologies 2007 - 2013
OnProcess Technology 2006 - 2007
McKesson Provider Technologies 2004 - 2006
Commonwealth Financial Network 1998 - 2003
ClearStory Systems (formerly INSCI Corp.) 1996 - 1998
Stream International 1994 - 1996
Framingham State College 1993 - 1993
University of Massachusetts Lowell 1986 - 1990
Skills
Program Management, Executive Management, Internal Audit, Technology Architecture, Enterprise Systems, Technically Strong, Vendor Management, Disaster Recovery, Security, Training, Business Intelligence, IT Management, Project Management, Strategic Planning, Finance, Risk Management, Management, Team Building, Business Analysis, Windows, Leadership, Process Improvement, Negotiation, Integration, Business Process..., Budgets, CRM, Networking, Outsourcing, IT Strategy, Change Management, SaaS, Software Development, Strategy, Virtualization, Information Technology, Consulting, Cloud Computing, Software Documentation, Professional Services, Salesforce.com, Telecommunications, Business Continuity, Quality Assurance, Team Management, Citrix, Microsoft SQL Server, System Deployment, Data Center, Access
Education
Boston University Corporate Education Center 2009 — 2010
Certificate, PMBOK Based Project Management and Scoping
Brandeis University 1982 — 1987
Ph.D., Music Theory and Composition
Brandeis University 1982 — 1985
Master of Arts (M.A.), Music Theory
Harvard University 1983 — 1984
Education Exchange Program, Music Theory and Composition
California Institute of the Arts 1980 — 1982
M.F.A., Music
University of California, Santa Barbara 1977 — 1980
B.A., College of Creative Studies
Lauren Bauer Lauren Bauer's Commonwealth Financial Network Experience July 2014 - Present
Job New Accounts Associate at Commonwealth Financial Network
Industry Higher Education
Experience
Commonwealth Financial Network July 2014 - Present
Ashford University February 2013 - July 2014
VonChurch August 2012 - December 2012
lululemon athletica November 2011 - May 2012
people2people November 2011 - May 2012
Hyatt Hotels Corporation June 2008 - November 2011
San Luis Obispo Chamber of Commerce June 2006 - July 2008
Pebble Beach Company March 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Mac, PC, PowerPoint, Oracle Applications, Administrative..., Event Management, Human Resources, Public Speaking, Social Media Marketing, Social Networking, Marketing, Event Planning, Social Media
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Applied Science (BASc), Recreation, Parks, and Tourism Administration
Commonwealth Financial Network July 2014 - Present
Ashford University February 2013 - July 2014
VonChurch August 2012 - December 2012
lululemon athletica November 2011 - May 2012
people2people November 2011 - May 2012
Hyatt Hotels Corporation June 2008 - November 2011
San Luis Obispo Chamber of Commerce June 2006 - July 2008
Pebble Beach Company March 2008 - June 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Lotus Notes, Mac, PC, PowerPoint, Oracle Applications, Administrative..., Event Management, Human Resources, Public Speaking, Social Media Marketing, Social Networking, Marketing, Event Planning, Social Media
Education
California Polytechnic State University-San Luis Obispo 2003 — 2008
Bachelor of Applied Science (BASc), Recreation, Parks, and Tourism Administration
Kevin Feehily's Commonwealth Financial Network Experience November 2008 - February 2010
Job Consultant at Byrnes Consulting, LLC
Industry Financial Services
Experience
Byrnes Consulting, LLC December 2011 - Present
Project Management Field Project September 2010 - December 2010
Operations Management Field Project January 2010 - May 2010
Commonwealth Financial Network November 2008 - February 2010
The First Marblehead Corporation February 2004 - February 2008
State Street Global Markets September 1999 - August 2003
State Street June 1998 - September 1999
State Street October 1996 - May 1998
State Street July 1995 - September 1996
Borg-Warner Protective Services Corporation June 1994 - June 1995
Skills
Client Relationship..., Leading Projects, Presentation Development, Customer Presentations, Salesforce.com, Microsoft Office 2007, Account Management, Program Implementation, Business Analysis, Risk Management, Business Process..., Financial Services, Relationship Management, Process Improvement, Succession Planning, Online Articles, CRM, financial advisor, Financial Analysis, Leadership, Management, Portfolio Management, Investments, Business Planning
Education
Harvard University 2007 — 2011
ALM, Management & Operations
Boston University 1998 — 2000
Certificate, Financial Planning
Fairleigh Dickinson University-Florham Campus 1990 — 1995
Bachelor's Degree, Accounting
Boston Latin School 1985 — 1990
Byrnes Consulting, LLC December 2011 - Present
Project Management Field Project September 2010 - December 2010
Operations Management Field Project January 2010 - May 2010
Commonwealth Financial Network November 2008 - February 2010
The First Marblehead Corporation February 2004 - February 2008
State Street Global Markets September 1999 - August 2003
State Street June 1998 - September 1999
State Street October 1996 - May 1998
State Street July 1995 - September 1996
Borg-Warner Protective Services Corporation June 1994 - June 1995
Skills
Client Relationship..., Leading Projects, Presentation Development, Customer Presentations, Salesforce.com, Microsoft Office 2007, Account Management, Program Implementation, Business Analysis, Risk Management, Business Process..., Financial Services, Relationship Management, Process Improvement, Succession Planning, Online Articles, CRM, financial advisor, Financial Analysis, Leadership, Management, Portfolio Management, Investments, Business Planning
Education
Harvard University 2007 — 2011
ALM, Management & Operations
Boston University 1998 — 2000
Certificate, Financial Planning
Fairleigh Dickinson University-Florham Campus 1990 — 1995
Bachelor's Degree, Accounting
Boston Latin School 1985 — 1990
Lincoln Webber, CFA Lincoln Webber, CFA's Commonwealth Financial Network Experience 2009 - 2013
Job Director, Investment Research at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Transamerica Financial Advisors, Inc. 2013 - Present
Commonwealth Financial Network 2009 - 2013
BNP Paribas 2008 - 2009
The Bank of New York Mellon/Eagle Investment Systems 2007 - 2007
Mirus Capital Advisors 2007 - 2007
ACCION International 2006 - 2006
Kent School 2004 - 2006
U.S. Department of Commerce, Central and Eastern European Division 2004 - 2004
Organization of American States 2001 - 2001
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Alternative Investments, Equities, Financial Analysis, Series 7, Investment Banking, Bloomberg, Hedge Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2007
MS in Finance, Finance
Universite Laval 2004 — 2004
French Language
The George Washington University - School of Business 2000 — 2004
Business Administration, International Business/Spanish
Universidad de Salamanca 2002 — 2003
Business/Economics
Transamerica Financial Advisors, Inc. 2013 - Present
Commonwealth Financial Network 2009 - 2013
BNP Paribas 2008 - 2009
The Bank of New York Mellon/Eagle Investment Systems 2007 - 2007
Mirus Capital Advisors 2007 - 2007
ACCION International 2006 - 2006
Kent School 2004 - 2006
U.S. Department of Commerce, Central and Eastern European Division 2004 - 2004
Organization of American States 2001 - 2001
Skills
Financial Modeling, Valuation, Investments, Corporate Finance, Alternative Investments, Equities, Financial Analysis, Series 7, Investment Banking, Bloomberg, Hedge Funds, Due Diligence
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2007
MS in Finance, Finance
Universite Laval 2004 — 2004
French Language
The George Washington University - School of Business 2000 — 2004
Business Administration, International Business/Spanish
Universidad de Salamanca 2002 — 2003
Business/Economics
Katie Oh's Commonwealth Financial Network Experience December 2013 - June 2014
Job Associate at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. July 2014 - Present
Commonwealth Financial Network December 2013 - June 2014
Northwestern Mutual July 2012 - December 2013
Federal Street Advisors March 2012 - July 2012
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Estate Planning, Financial Analysis, Social Media
Education
Boston College 2008 — 2012
Bachelor of Arts, Mathematics
MSCI Inc. July 2014 - Present
Commonwealth Financial Network December 2013 - June 2014
Northwestern Mutual July 2012 - December 2013
Federal Street Advisors March 2012 - July 2012
Skills
Retirement Planning, Investments, Life Insurance, Strategic Financial..., Estate Planning, Financial Analysis, Social Media
Education
Boston College 2008 — 2012
Bachelor of Arts, Mathematics
ErinKate Spina's Commonwealth Financial Network Experience November 2008 - Present
Job Lead SharePoint Developer at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network November 2008 - Present
Skills
Microsoft SQL Server, SharePoint, ASP.NET, C#, .NET, IIS, XML, Microsoft Exchange, Visual Studio, CSS, jQuery, SharePoint Designer, Microsoft Office..., Web Applications, HTML 5, AJAX, JavaScript, HTML
Education
Boston University
Master of Computer Applications (M.C.A.)
Saint Bonaventure University
Bachelor of Arts (B.A.)
Commonwealth Financial Network November 2008 - Present
Skills
Microsoft SQL Server, SharePoint, ASP.NET, C#, .NET, IIS, XML, Microsoft Exchange, Visual Studio, CSS, jQuery, SharePoint Designer, Microsoft Office..., Web Applications, HTML 5, AJAX, JavaScript, HTML
Education
Boston University
Master of Computer Applications (M.C.A.)
Saint Bonaventure University
Bachelor of Arts (B.A.)
Mike Triana, CRPS® Mike Triana, CRPS®'s Commonwealth Financial Network Experience May 2011 - Present
Job Retirement Operations Team Lead at Commonwealth Financial
Industry Financial Services
Experience
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Paul Mahan's Commonwealth Financial Network Experience November 2010 - Present
Job SVP at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Commonwealth Financial Network November 2010 - Present
Pioneer Investments November 2004 - August 2010
Putnam Investments June 2000 - November 2004
Fidelity Investments October 1999 - June 2000
DWS Investments November 1989 - October 1999
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Investments, Wealth Management, Retirement, Financial Services, Investment Advisory, 401k, Financial Advisory, Relationship Management, Defined Contribution, Employee Benefits, Retirement Plan..., Pensions, FINRA, Fixed Annuities, Investment Strategies, Series 6, Qualified Retirement..., Defined Benefit, Series 65, Uniform Combined State..., Series 24
Education
Boston College
Kol Chu Birke, CFP® Kol Chu Birke, CFP®'s Commonwealth Financial Network Experience October 2011 - Present
Job Senior Vice President, Technology Product Evolution at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2011 - Present
Commonwealth Financial Network January 1999 - Present
Commonwealth Financial Network January 2006 - October 2011
Education
University of Pennsylvania 2008 — 2009
MAPP, Positive Psychology
Brandeis University 1998 — 2002
BA, Economics
Commonwealth Financial Network October 2011 - Present
Commonwealth Financial Network January 1999 - Present
Commonwealth Financial Network January 2006 - October 2011
Education
University of Pennsylvania 2008 — 2009
MAPP, Positive Psychology
Brandeis University 1998 — 2002
BA, Economics
Cory McAlister Cory McAlister's Commonwealth Financial Network Experience August 2009 - August 2010
Job Staff Attorney at Committee for Public Counsel Services
Industry Law Practice
Experience
Committee for Public Counsel Services August 2014 - Present
Committee for Public Counsel Services February 2014 - August 2014
Committee for Public Counsel Services June 2013 - August 2013
Federal Defenders of New York June 2011 - August 2011
Commonwealth Financial Network August 2009 - August 2010
G.J. McAlister Inc. 2002 - December 2009
Brown University 2008 - 2009
Skills
Legal Research, Legal Writing, Research, Litigation, Policy Analysis
Education
New York University School of Law 2010 — 2013
Juris Doctor (J.D.)
Brown University 2005 — 2009
AB, Modern Culture and Media
Committee for Public Counsel Services August 2014 - Present
Committee for Public Counsel Services February 2014 - August 2014
Committee for Public Counsel Services June 2013 - August 2013
Federal Defenders of New York June 2011 - August 2011
Commonwealth Financial Network August 2009 - August 2010
G.J. McAlister Inc. 2002 - December 2009
Brown University 2008 - 2009
Skills
Legal Research, Legal Writing, Research, Litigation, Policy Analysis
Education
New York University School of Law 2010 — 2013
Juris Doctor (J.D.)
Brown University 2005 — 2009
AB, Modern Culture and Media
Lisa Plante's Commonwealth Financial Network Experience March 2001 - July 2001
Job Talent Acquisition Specialist
Industry Computer Software
Experience
Self-Employed January 2015 - Present
HERE, a Nokia company October 2013 - December 2014
Nokia October 2011 - May 2013
Jumptap January 2011 - September 2011
Rue La La November 2007 - October 2008
TIBCO Spotfire March 2005 - October 2006
Investors Bank & Trust August 2004 - December 2004
CIDC/Grand Virtual August 2003 - December 2003
RSA Security August 2002 - October 2003
Commonwealth Financial Network March 2001 - July 2001
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Start-ups, Enterprise Software, Mobile Devices, Telecommunications, Mobile Advertising, Retail, Online Gaming, Analytics, Talent Management, Employee Relations, Account Management, Management, Benefits Negotiation, CRM, Vendor Management, Internet Recruiting, Strategy
Education
Boston University
Bachelor of Arts (B.A.)
Self-Employed January 2015 - Present
HERE, a Nokia company October 2013 - December 2014
Nokia October 2011 - May 2013
Jumptap January 2011 - September 2011
Rue La La November 2007 - October 2008
TIBCO Spotfire March 2005 - October 2006
Investors Bank & Trust August 2004 - December 2004
CIDC/Grand Virtual August 2003 - December 2003
RSA Security August 2002 - October 2003
Commonwealth Financial Network March 2001 - July 2001
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Sourcing, Start-ups, Enterprise Software, Mobile Devices, Telecommunications, Mobile Advertising, Retail, Online Gaming, Analytics, Talent Management, Employee Relations, Account Management, Management, Benefits Negotiation, CRM, Vendor Management, Internet Recruiting, Strategy
Education
Boston University
Bachelor of Arts (B.A.)
Carla Lawton CLU, CLTC's Commonwealth Financial Network Experience 2007 - July 2013
Job Sales and Marking Coordinator, Managed Wealth Strategies, LLC
Industry Insurance
Experience
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Dagmara Frankowska's Commonwealth Financial Network Experience March 2006 - August 2007
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Deutsche Bank August 2011 - Present
Southwest Securities December 2008 - July 2011
Snider Advisors February 2008 - November 2008
Commonwealth Financial Network March 2006 - August 2007
John Hancock October 2004 - February 2006
Pioneer Investments 1988 - 2000
Skills
Series 7, Securities
Education
Brandeis University
Shawn Aulenbach, AIF®, CRPS®'s Commonwealth Financial Network Experience January 2009 - November 2012
Job Assistant Vice President Retirement Plans at Longfellow Advisors
Industry Financial Services
Experience
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
Shaun Bannon's Commonwealth Financial Network Experience May 2010 - September 2010
Job
Industry Investment Management
Experience
Bannon & Company March 2015 - Present
Segal Rogerscasey January 2013 - March 2015
JPMorgan Chase August 2011 - December 2012
United States Army January 2008 - December 2010
Commonwealth Financial Network May 2010 - September 2010
BOL Investment & Advisory Services May 2008 - September 2009
Skills
Investment Management, Credit Risk, Investment Banking, Equity Research, Financial Analysis, Programming
Education
The University of Connecticut School of Business 2015 — 2017
MBA, Finance
Boston University Questrom School of Business
BSBA, Double Concentration in Finance and Entrepreneurship
Colgate University
Southington High School
Bannon & Company March 2015 - Present
Segal Rogerscasey January 2013 - March 2015
JPMorgan Chase August 2011 - December 2012
United States Army January 2008 - December 2010
Commonwealth Financial Network May 2010 - September 2010
BOL Investment & Advisory Services May 2008 - September 2009
Skills
Investment Management, Credit Risk, Investment Banking, Equity Research, Financial Analysis, Programming
Education
The University of Connecticut School of Business 2015 — 2017
MBA, Finance
Boston University Questrom School of Business
BSBA, Double Concentration in Finance and Entrepreneurship
Colgate University
Southington High School
Adam Norman Adam Norman's Commonwealth Financial Network Experience January 2006 - April 2007
Job Investment Communications Manager at Wellington Management
Industry Financial Services
Experience
Wellington Management February 2012 - Present
LPL Financial November 2007 - January 2012
Congress Asset Management April 2007 - November 2007
Commonwealth Financial Network January 2006 - April 2007
Standish Mellon Asset Management December 1997 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Colby College 1992 — 1996
BA, History
Wellington Management February 2012 - Present
LPL Financial November 2007 - January 2012
Congress Asset Management April 2007 - November 2007
Commonwealth Financial Network January 2006 - April 2007
Standish Mellon Asset Management December 1997 - January 2006
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2003
MBA, Finance
Colby College 1992 — 1996
BA, History
Brent Gleason's Commonwealth Financial Network Experience May 2012 - June 2014
Job Financial Analyst at Raytheon Company
Industry Financial Services
Experience
Raytheon June 2014 - Present
Commonwealth Financial Network May 2012 - June 2014
Skills
Series 7, Wealth Management, Financial Services, Strategic Financial..., Investment Advisory, Risk Management, Financial Modeling, Financial Analysis, Financial Advisory, Series 66, Life Insurance, LTC Insurance, Disability Insurance
Education
Southern New Hampshire University 2015 — 2017
MBA, International Project Management
Bridgewater State University 2008 — 2012
Bachelor's degree, Accounting and Finance, 3.59
Raytheon June 2014 - Present
Commonwealth Financial Network May 2012 - June 2014
Skills
Series 7, Wealth Management, Financial Services, Strategic Financial..., Investment Advisory, Risk Management, Financial Modeling, Financial Analysis, Financial Advisory, Series 66, Life Insurance, LTC Insurance, Disability Insurance
Education
Southern New Hampshire University 2015 — 2017
MBA, International Project Management
Bridgewater State University 2008 — 2012
Bachelor's degree, Accounting and Finance, 3.59
Alicia Leone's Commonwealth Financial Network Experience May 2012 - August 2012
Job Site Merchandising Associate, Wafair.com
Industry Marketing and Advertising
Experience
Wayfair June 2014 - Present
Joslin Diabetes Center January 2007 - September 2014
Lacoste May 2010 - January 2014
Cartera Commerce, Inc May 2013 - August 2013
Commonwealth Financial Network May 2012 - August 2012
Skills
Social Media, Microsoft Office, Marketing, Adobe Creative Suite, Advertising, Blogging, PowerPoint, Photoshop, FileMaker, Public Relations, Facebook, Sales, Public Speaking, Fundraising, Project Management, Photography, Microsoft Excel, Marketing Mix Modeling, Marketing..., Online Advertising, SEO copywriting, Graphic Design, Brand Development, WordPress, Online Marketing, SQL, A/B Testing
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Entrepreneurship
Boston University Questrom School of Business 2010 — 2014
BSBA, Business, Marketing & Entrepreneurship
Wayfair June 2014 - Present
Joslin Diabetes Center January 2007 - September 2014
Lacoste May 2010 - January 2014
Cartera Commerce, Inc May 2013 - August 2013
Commonwealth Financial Network May 2012 - August 2012
Skills
Social Media, Microsoft Office, Marketing, Adobe Creative Suite, Advertising, Blogging, PowerPoint, Photoshop, FileMaker, Public Relations, Facebook, Sales, Public Speaking, Fundraising, Project Management, Photography, Microsoft Excel, Marketing Mix Modeling, Marketing..., Online Advertising, SEO copywriting, Graphic Design, Brand Development, WordPress, Online Marketing, SQL, A/B Testing
Education
Boston University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing, Entrepreneurship
Boston University Questrom School of Business 2010 — 2014
BSBA, Business, Marketing & Entrepreneurship
Stephanie McCann's Commonwealth Financial Network Experience January 2014 - Present
Job Project Coordinator at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network August 2012 - April 2014
Commonwealth Financial Network August 2008 - August 2012
Commonwealth Financial Network February 2008 - August 2008
Commonwealth Financial Network September 2005 - February 2008
Education
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network August 2012 - April 2014
Commonwealth Financial Network August 2008 - August 2012
Commonwealth Financial Network February 2008 - August 2008
Commonwealth Financial Network September 2005 - February 2008
Education
Boston University - School of Management 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Nicole Venuti Nicole Venuti's Commonwealth Financial Network Experience December 2007 - December 2012
Job at
Industry Financial Services
Experience
Fidelity Family Office Services August 2014 - Present
Fidelity Capital Markets December 2012 - August 2014
Commonwealth Financial Network December 2007 - December 2012
Abt Associates February 2007 - December 2007
Skills
Data Analysis, Financial Services, Project Management, Equities, Analysis, Microsoft Office, PowerPoint, Finance, Mutual Funds, Research, Management, Customer Service, Microsoft Excel, Access, Microsoft Word, Insurance
Education
Boston University 2005 — 2006
MA, Psychology
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Kinesiology and Exercise Science
Fidelity Family Office Services August 2014 - Present
Fidelity Capital Markets December 2012 - August 2014
Commonwealth Financial Network December 2007 - December 2012
Abt Associates February 2007 - December 2007
Skills
Data Analysis, Financial Services, Project Management, Equities, Analysis, Microsoft Office, PowerPoint, Finance, Mutual Funds, Research, Management, Customer Service, Microsoft Excel, Access, Microsoft Word, Insurance
Education
Boston University 2005 — 2006
MA, Psychology
University of Massachusetts, Amherst 1999 — 2003
Bachelor's degree, Kinesiology and Exercise Science
Richard Saron's Commonwealth Financial Network Experience September 2011 - Present
Job Financial Services/Paid Search Specialist
Industry Financial Services
Experience
Commonwealth Financial Network September 2011 - Present
JPMorgan Chase June 2010 - December 2010
State Street Corporation September 2009 - June 2010
RPC April 2007 - September 2009
FundQuest Investments June 2001 - April 2007
Chase Global Funds Service Company July 1997 - June 2001
Skills
Accounting, NAV, Fund Accounting, Investments, Account Reconciliation, Mutual Funds, Equities, Securities, Auditing, Financial Services, Microsoft Excel
Education
Boston University
Bachelor of Arts, Math and Economics
Boston University Graduate School of Education
Commonwealth Financial Network September 2011 - Present
JPMorgan Chase June 2010 - December 2010
State Street Corporation September 2009 - June 2010
RPC April 2007 - September 2009
FundQuest Investments June 2001 - April 2007
Chase Global Funds Service Company July 1997 - June 2001
Skills
Accounting, NAV, Fund Accounting, Investments, Account Reconciliation, Mutual Funds, Equities, Securities, Auditing, Financial Services, Microsoft Excel
Education
Boston University
Bachelor of Arts, Math and Economics
Boston University Graduate School of Education
Robert Foney's Commonwealth Financial Network Experience 2000 - 2005
Job Chief Recruiting Officer & VP, Practice Mgmt./Bus. Development at Investors Capital
Industry Financial Services
Experience
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
William Poli's Commonwealth Financial Network Experience 2015 - Present
Job Relationship Manager Sponsor Relations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 2015 - Present
Skills
Bloomberg, Investments, Hedge Funds, Finance, Derivatives, Alternative Investments, Fixed Income, Asset Management, Equities, Securities, Financial Services, Financial Analysis
Education
Boston University
Chaminade
Commonwealth Financial Network 2015 - Present
Skills
Bloomberg, Investments, Hedge Funds, Finance, Derivatives, Alternative Investments, Fixed Income, Asset Management, Equities, Securities, Financial Services, Financial Analysis
Education
Boston University
Chaminade
Lenny Vernovsky, PMP's Commonwealth Financial Network Experience October 2005 - Present
Job Vice President Project Management Office (PMO)
Industry Information Technology and Services
Experience
Commonwealth Financial Network October 2005 - Present
General Dynamics January 2002 - October 2005
Attunity June 2000 - January 2002
Engage Technologies (CMGi) January 1999 - July 2000
Pearson North America July 1997 - January 1999
Addison Wesley Longman Publishing 1995 - 1997
Skills
Business Analysis, Vendor Management, Project Management, Outsourcing, Contract Negotiation, Requirements Gathering, SharePoint, Integration, Software Project..., SDLC, Requirements Analysis, CRM, Process Improvement, Program Management, Strategic Planning, Financial Services, IT Management, MS Project, Quality Assurance, Software Documentation
Education
Boston College 2003 — 2009
MS
George Washington University 2002 — 2007
MS
Boston College 1995 — 1999
BS
Commonwealth Financial Network October 2005 - Present
General Dynamics January 2002 - October 2005
Attunity June 2000 - January 2002
Engage Technologies (CMGi) January 1999 - July 2000
Pearson North America July 1997 - January 1999
Addison Wesley Longman Publishing 1995 - 1997
Skills
Business Analysis, Vendor Management, Project Management, Outsourcing, Contract Negotiation, Requirements Gathering, SharePoint, Integration, Software Project..., SDLC, Requirements Analysis, CRM, Process Improvement, Program Management, Strategic Planning, Financial Services, IT Management, MS Project, Quality Assurance, Software Documentation
Education
Boston College 2003 — 2009
MS
George Washington University 2002 — 2007
MS
Boston College 1995 — 1999
BS
Benjamin Blaisdell, CFA, CAIA's Commonwealth Financial Network Experience January 2003 - June 2005
Job Managing Director and Investment Solutions Executive at US Trust
Industry Investment Management
Experience
U.S. Trust (Bank of America) March 2009 - Present
Bank of America June 2005 - March 2009
Commonwealth Financial Network January 2003 - June 2005
Morgan Stanley May 2000 - May 2002
Morgan Stanley 1998 - 2000
Skills
Quantitative Analysis, Due Diligence, Risk Management, Alternative Investments, Process Improvement, Investment Modeling, Asset Allocation, Investment Strategies, Investments, Quantitative Analytics, Valuation, Options, Investment Management, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Strategic Financial..., ETFs, Bonds, Financial Advisory, Finance
Education
Boston University 1998 — 2000
B.A
Connecticut College 1996 — 1998
St. Johns Preparatory School 1992 — 1996
High School Diploma
U.S. Trust (Bank of America) March 2009 - Present
Bank of America June 2005 - March 2009
Commonwealth Financial Network January 2003 - June 2005
Morgan Stanley May 2000 - May 2002
Morgan Stanley 1998 - 2000
Skills
Quantitative Analysis, Due Diligence, Risk Management, Alternative Investments, Process Improvement, Investment Modeling, Asset Allocation, Investment Strategies, Investments, Quantitative Analytics, Valuation, Options, Investment Management, Fixed Income, Asset Managment, Wealth Management, Portfolio Management, Bloomberg, Mutual Funds, Strategic Financial..., ETFs, Bonds, Financial Advisory, Finance
Education
Boston University 1998 — 2000
B.A
Connecticut College 1996 — 1998
St. Johns Preparatory School 1992 — 1996
High School Diploma
Jin Koshibe's Commonwealth Financial Network Experience 2004 - 2005
Job Investment Professional Real Estate, Distressed Debt and Structured Credit Opportunities
Industry Investment Management
Experience
Ninigret Realty Capital, LLC June 2006 - Present
Goldman Sachs & Co. 2005 - June 2006
Commonwealth Financial Network 2004 - 2005
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Structured Finance, Financial Structuring, Finance, Commodity, Real Estate, Valuation, Analysis, Capital Markets, Corporate Finance, Bloomberg, Private Equity, Alternative Investments, Financial Modeling, Equity Research, Distressed Debt, Project Finance, M&A, LBO, Mergers & Acquisitions, Bridge Financing, P&L Analysis, Statistical Data..., Capital Raising, Excel models, Microsoft Excel, Microsoft Office, PowerPoint, Equity Valuation, Real Estate Private..., Asset Management, Investment Management, Capital IQ, Bloomberg Terminal
Education
Brandeis University, Lemberg - International Business School 2003 — 2005
MA in International Economics and Finance, Economics and Finance
Brandeis University 1998 — 2002
BA, Economics, International Business, Internet Studies
Ninigret Realty Capital, LLC June 2006 - Present
Goldman Sachs & Co. 2005 - June 2006
Commonwealth Financial Network 2004 - 2005
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Structured Finance, Financial Structuring, Finance, Commodity, Real Estate, Valuation, Analysis, Capital Markets, Corporate Finance, Bloomberg, Private Equity, Alternative Investments, Financial Modeling, Equity Research, Distressed Debt, Project Finance, M&A, LBO, Mergers & Acquisitions, Bridge Financing, P&L Analysis, Statistical Data..., Capital Raising, Excel models, Microsoft Excel, Microsoft Office, PowerPoint, Equity Valuation, Real Estate Private..., Asset Management, Investment Management, Capital IQ, Bloomberg Terminal
Education
Brandeis University, Lemberg - International Business School 2003 — 2005
MA in International Economics and Finance, Economics and Finance
Brandeis University 1998 — 2002
BA, Economics, International Business, Internet Studies
W. Bradford McMillan, CFA, CAIA, MAI's Commonwealth Financial Network Experience November 2006 - Present
Job Chief Investment Officer, special expertise in alternative investments
Industry Investment Management
Experience
Commonwealth Financial Network November 2006 - Present
Washington Mutual 2003 - November 2006
Dartmouth Realty Advisors 1992 - 2003
American Appraisal Associates 1989 - 1991
Skills
Alternative Investments, Hedge Funds, Real Estate Investment, Managed Futures, Real Estate, Investment Strategies, Asset Allocation, Asset Management, Asset Managment, Investment Properties, Valuation, Investments, Portfolio Management, Financial Services, Mutual Funds, Series 7, Finance, Retirement Planning, Investment Management, Securities, Investment Advisory, Wealth Management, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MS, Finance
Massachusetts Institute of Technology 1991 — 1992
MS, Real Estate Development
Dartmouth College 1983 — 1987
BA, English
Tower Hill 1979 — 1983
Commonwealth Financial Network November 2006 - Present
Washington Mutual 2003 - November 2006
Dartmouth Realty Advisors 1992 - 2003
American Appraisal Associates 1989 - 1991
Skills
Alternative Investments, Hedge Funds, Real Estate Investment, Managed Futures, Real Estate, Investment Strategies, Asset Allocation, Asset Management, Asset Managment, Investment Properties, Valuation, Investments, Portfolio Management, Financial Services, Mutual Funds, Series 7, Finance, Retirement Planning, Investment Management, Securities, Investment Advisory, Wealth Management, Series 63
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2007
MS, Finance
Massachusetts Institute of Technology 1991 — 1992
MS, Real Estate Development
Dartmouth College 1983 — 1987
BA, English
Tower Hill 1979 — 1983
Debra Wekstein's Commonwealth Financial Network Experience July 2006 - March 2012
Job Senior Compliance Consultant at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Pioneer Investments October 2014 - Present
Pioneer Investments April 2013 - September 2014
Commonwealth Financial Network July 2006 - March 2012
Eaton Vance September 1996 - June 2006
Fidelity Investments July 1994 - August 1996
Skills
Uniform Combined State..., Series 24, FINRA, Securities, Series 7, Investments, Mutual Funds, Series 63
Education
Boston College Law School 1990 — 1993
JD, cum laude, Law
University of Michigan 1986 — 1989
B.A. magna cum laude, Political Science and Near Eastern Studies
Lily Sharifnia's Commonwealth Financial Network Experience November 2005 - August 2007
Job Information Technology Manager at Arrowstreet Capital
Industry Information Technology and Services
Experience
Arrowstreet Capital January 2008 - Present
Commonwealth Financial Network November 2005 - August 2007
Fidelity Investments 1996 - 2001
Skills
Data Modeling, Data Warehousing, SDLC, SSRS, ETL, Microsoft SQL Server, SQL, Databases, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Simmons College - Simmons School of Management 2004 — 2005
Master of Business Administration (MBA), Finance/Investment/Quantitative Analysis
Boston University 1990 — 1992
M.S., Computer Science
Tehran University, Iran 1982 — 1986
Bachelor of Science (B.S.), Civil Engineering
Arrowstreet Capital January 2008 - Present
Commonwealth Financial Network November 2005 - August 2007
Fidelity Investments 1996 - 2001
Skills
Data Modeling, Data Warehousing, SDLC, SSRS, ETL, Microsoft SQL Server, SQL, Databases, Enterprise Architecture, Agile Methodologies, Software Project...
Education
Simmons College - Simmons School of Management 2004 — 2005
Master of Business Administration (MBA), Finance/Investment/Quantitative Analysis
Boston University 1990 — 1992
M.S., Computer Science
Tehran University, Iran 1982 — 1986
Bachelor of Science (B.S.), Civil Engineering
Peter Zink's Commonwealth Financial Network Experience 2004 - 2005
Job
Industry Higher Education
Experience
Boston University October 2010 - Present
Idaho National Laboratory September 2009 - October 2010
Boston University January 2006 - September 2009
Commonwealth Financial Network 2004 - 2005
Skills
Materials Science, Manufacturing..., Data Analysis, Characterization, Physics, Solidworks, Science, Materials, LaTeX, Thermodynamics, Mechanical Engineering
Education
Boston University 2006 — 2009
PhD
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.)
Josiah Haynes
Josiah Haynes
Josiah Haynes
Boston University October 2010 - Present
Idaho National Laboratory September 2009 - October 2010
Boston University January 2006 - September 2009
Commonwealth Financial Network 2004 - 2005
Skills
Materials Science, Manufacturing..., Data Analysis, Characterization, Physics, Solidworks, Science, Materials, LaTeX, Thermodynamics, Mechanical Engineering
Education
Boston University 2006 — 2009
PhD
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.)
Josiah Haynes
Josiah Haynes
Josiah Haynes
Kristen Melendy's Commonwealth Financial Network Experience September 1999 - Present
Job Experienced Account Operations Specialist
Industry Financial Services
Experience
Commonwealth Financial Network September 1999 - Present
Commonwealth Financial Network November 2011 - February 2014
Commonwealth Financial Network 2008 - December 2011
Commonwealth Financial Network September 1999 - June 2008
HealthSouth September 1997 - September 1999
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Bridgewater State College 1989 — 1993
Bachelor of Arts (BA), Communication, General
Commonwealth Financial Network September 1999 - Present
Commonwealth Financial Network November 2011 - February 2014
Commonwealth Financial Network 2008 - December 2011
Commonwealth Financial Network September 1999 - June 2008
HealthSouth September 1997 - September 1999
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Bridgewater State College 1989 — 1993
Bachelor of Arts (BA), Communication, General
Anthony DiBattista's Commonwealth Financial Network Experience March 2012 - Present
Job Trade Desk Supervisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network May 2011 - March 2012
Commonwealth Financial Network April 2007 - May 2011
Commonwealth Financial December 2003 - April 2007
MetLife March 2001 - January 2002
FarSight Financial August 1999 - February 2001
FDIC June 1998 - December 1998
Skills
Series 7, Series 63, Trading, Equities, Series 24, Securities, Fixed Income, FINRA, Investments, Mutual Funds, Excel, Word, Bloomberg, Financial Markets, Series 4, Series 55, Series 53, Options, Stocks, Quality Assurance, Uniform Combined State..., Investment Advisory
Education
Boston University - School of Management 1994 — 1998
BS, Major in Finance, Minor in Economics, Cum Laude/ Top 10% in class
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network May 2011 - March 2012
Commonwealth Financial Network April 2007 - May 2011
Commonwealth Financial December 2003 - April 2007
MetLife March 2001 - January 2002
FarSight Financial August 1999 - February 2001
FDIC June 1998 - December 1998
Skills
Series 7, Series 63, Trading, Equities, Series 24, Securities, Fixed Income, FINRA, Investments, Mutual Funds, Excel, Word, Bloomberg, Financial Markets, Series 4, Series 55, Series 53, Options, Stocks, Quality Assurance, Uniform Combined State..., Investment Advisory
Education
Boston University - School of Management 1994 — 1998
BS, Major in Finance, Minor in Economics, Cum Laude/ Top 10% in class
Beth Botti, CFP(R), ChFC, CLU's Commonwealth Financial Network Experience May 2000 - August 2001
Job Financial Consultant
Industry Financial Services
Experience
AXA Advisors June 2003 - Present
Commonwealth Financial Network May 2000 - August 2001
Cendant 1998 - 2000
Cendant 1998 - 2000
Education
Brandeis International Business School 2000 — 2002
MA, International Economics and Finance
Brandeis University 1997 — 2000
BA, Economics & Politics
AXA Advisors June 2003 - Present
Commonwealth Financial Network May 2000 - August 2001
Cendant 1998 - 2000
Cendant 1998 - 2000
Education
Brandeis International Business School 2000 — 2002
MA, International Economics and Finance
Brandeis University 1997 — 2000
BA, Economics & Politics
Nathaniel Tobin's Commonwealth Financial Network Experience April 2008 - Present
Job SQL Developer
Industry Financial Services
Experience
Commonwealth Financial Network April 2008 - Present
Commonwealth Financial Network 2004 - 2008
Best Software (Formerly JSI Fundraising Systems, Inc) April 2001 - December 2003
Getronics (working through Randstad), January 2001 - April 2001
Skills
Active Directory, SharePoint, Microsoft Exchange, Windows 7, Microsoft SQL Server, Windows XP, Windows Server, Firewalls, Cisco Technologies, SQL, DNS, Technical Support, CRM, Networking, Business Analysis, Visio
Education
Bryant University 1996 — 2000
Bachelor of science in business adminitration, Computer Information Systems
Cheverus High School 1992 — 1996
Commonwealth Financial Network April 2008 - Present
Commonwealth Financial Network 2004 - 2008
Best Software (Formerly JSI Fundraising Systems, Inc) April 2001 - December 2003
Getronics (working through Randstad), January 2001 - April 2001
Skills
Active Directory, SharePoint, Microsoft Exchange, Windows 7, Microsoft SQL Server, Windows XP, Windows Server, Firewalls, Cisco Technologies, SQL, DNS, Technical Support, CRM, Networking, Business Analysis, Visio
Education
Bryant University 1996 — 2000
Bachelor of science in business adminitration, Computer Information Systems
Cheverus High School 1992 — 1996
Ted O'Donoghue's Commonwealth Financial Network Experience July 2008 - December 2011
Job Senior Research Analyst at Lincoln Investment Planning
Industry Investment Management
Experience
Lincoln Investment Planning April 2012 - Present
Commonwealth Financial Network July 2008 - December 2011
Liberty Mutual June 2007 - August 2007
Columbia Management November 2002 - August 2006
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Securities, series 66, series 24
Education
Penn State University 2006 — 2008
MBA, Investment Management and Finance
Bucknell University 1996 — 2000
BA, Economics
National University of Ireland, Galway 1998 — 1998
Northfield Mt Hermon 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Lincoln Investment Planning April 2012 - Present
Commonwealth Financial Network July 2008 - December 2011
Liberty Mutual June 2007 - August 2007
Columbia Management November 2002 - August 2006
Skills
Investments, Series 7, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Investment Strategies, Investment Advisory, Equities, Fixed Income, Securities, series 66, series 24
Education
Penn State University 2006 — 2008
MBA, Investment Management and Finance
Bucknell University 1996 — 2000
BA, Economics
National University of Ireland, Galway 1998 — 1998
Northfield Mt Hermon 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Nathan Parker, CFA, CAIA's Commonwealth Financial Network Experience September 2013 - Present
Job Investment Research Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2013 - Present
LPL Financial August 2011 - August 2013
LPL Financial June 2010 - August 2011
Bainbridge Capital January 2009 - July 2009
Bank of America May 2006 - July 2009
UBS June 2004 - August 2004
Skills
Financial Modeling, Portfolio Management, Series 7, Series 63, Financial Analysis, Investments, Asset Allocation, Equities, Asset Managment, Mutual Funds, Securities, Banking, Corporate Finance, Wealth Management, Microsoft Excel, Data Analysis, Bloomberg, Investment Strategies, Risk Management, Microsoft Office, Fixed Income, Trading, Private Equity
Education
San Diego State University-California State University 2007 — 2009
MSBA, Finance
California State University-Chico 2001 — 2006
Business Administration, Finance, Economics
Commonwealth Financial Network September 2013 - Present
LPL Financial August 2011 - August 2013
LPL Financial June 2010 - August 2011
Bainbridge Capital January 2009 - July 2009
Bank of America May 2006 - July 2009
UBS June 2004 - August 2004
Skills
Financial Modeling, Portfolio Management, Series 7, Series 63, Financial Analysis, Investments, Asset Allocation, Equities, Asset Managment, Mutual Funds, Securities, Banking, Corporate Finance, Wealth Management, Microsoft Excel, Data Analysis, Bloomberg, Investment Strategies, Risk Management, Microsoft Office, Fixed Income, Trading, Private Equity
Education
San Diego State University-California State University 2007 — 2009
MSBA, Finance
California State University-Chico 2001 — 2006
Business Administration, Finance, Economics
Dave Quarello's Commonwealth Financial Network Experience October 2006 - August 2008
Job Director Institutional Municipal Bond Sales at Janney Montgomery Scott LLC
Industry Investment Banking
Experience
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Janney Montgomery Scott LLC April 2014 - Present
Janney Montgomery Scott LLC April 2013 - April 2014
Janney Montgomery Scott LLC August 2010 - April 2013
First Southwest Company September 2008 - August 2010
Commonwealth Financial Network October 2006 - August 2008
Skills
Fixed Income, Bonds, Capital Markets, Equities, Derivatives, Series 7, Trading, Options, Investments, Mutual Funds, Financial Risk, Equity Trading, Bloomberg, FINRA, Microsoft Excel, Series 63
Education
Boston College 2002 — 2006
BA, Economics, Finance
Dover-Sherborn Regional High School
Corey Pederson's Commonwealth Financial Network Experience April 2008 - August 2010
Job ChFC, CLTC
Industry Financial Services
Experience
Pepperdine University Center for Estate and Gift Planning January 2014 - May 2014
Commonwealth Financial Network April 2008 - August 2010
Education
Pepperdine University School of Law 2012 — 2015
Boston University 2003 — 2008
Bachelors, Business Administration
Pepperdine University Center for Estate and Gift Planning January 2014 - May 2014
Commonwealth Financial Network April 2008 - August 2010
Education
Pepperdine University School of Law 2012 — 2015
Boston University 2003 — 2008
Bachelors, Business Administration
Jennifer Giorno's Commonwealth Financial Network Experience March 2010 - April 2010
Job Helpdesk Analyst at Hachette Book Group
Industry Information Technology and Services
Experience
Hachette Book Group November 2014 - Present
WR Grace February 2013 - August 2013
Forrester Research September 2010 - May 2012
Harvard Business Publishing May 2010 - July 2010
Commonwealth Financial Network March 2010 - April 2010
Boston College October 2009 - February 2010
Omnicom Media Group June 2008 - August 2009
Skills
Training, Microsoft Office, SharePoint, SharePoint Designer, Cisco Call Manager, Active Directory, Outlook, Help Desk Support, CRM, Blackberry, Windows 7, Networking, Troubleshooting, OS X, Technical Support, Windows
Education
Brandeis University 2003 — 2008
Italian
Hachette Book Group November 2014 - Present
WR Grace February 2013 - August 2013
Forrester Research September 2010 - May 2012
Harvard Business Publishing May 2010 - July 2010
Commonwealth Financial Network March 2010 - April 2010
Boston College October 2009 - February 2010
Omnicom Media Group June 2008 - August 2009
Skills
Training, Microsoft Office, SharePoint, SharePoint Designer, Cisco Call Manager, Active Directory, Outlook, Help Desk Support, CRM, Blackberry, Windows 7, Networking, Troubleshooting, OS X, Technical Support, Windows
Education
Brandeis University 2003 — 2008
Italian
Dennis Kelleher's Commonwealth Financial Network Experience 2004 - 2010
Job Consultant, Compliance
Industry Financial Services
Experience
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Compliance Consultant 2010 - Present
Commonwealth Financial Network 2004 - 2010
CUSO Financial Services 2003 - 2004
Linsco/Private Ledger (LPL Financial Services) 1997 - 2003
International Mortgage 1992 - 1997
PaineWebber 1990 - 1992
Lehman Brothers 1988 - 1990
Skills
Finance, Series 7, Series 24, Series 63, Compliance Management, Securities Regulation, Broker-Dealer, Compliance Audits, AML, Securities Arbitration, Financial Advisory, Mutual Funds, Investment Advisory, SEC, FINRA, Quality Auditing, USA PATRIOT Act, Dodd-Frank, Options, Alternative Investments, 1031 Exchanges, TIC
Education
California State Polytechnic University-Pomona
B.S., Finance
Adam Pijanowski's Commonwealth Financial Network Experience September 2013 - Present
Job New Accounts Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Project Management, Microsoft Word, Photoshop, PowerPoint, Social Media, Sales, Maya 2010, Outlook
Education
Boston University 2009 — 2010
3D Animation, 3D Animation
Commonwealth Financial Network September 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Project Management, Microsoft Word, Photoshop, PowerPoint, Social Media, Sales, Maya 2010, Outlook
Education
Boston University 2009 — 2010
3D Animation, 3D Animation
Christina Olayon-Baker's Commonwealth Financial Network Experience June 1999 - February 2005
Job VP, Global Product Development and Research
Industry Financial Services
Experience
State Street June 2015 - Present
Fidelity Investments March 2005 - 2015
Commonwealth Financial Network June 1999 - February 2005
Education
Boston College
BA
Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate
State Street June 2015 - Present
Fidelity Investments March 2005 - 2015
Commonwealth Financial Network June 1999 - February 2005
Education
Boston College
BA
Cornell University - Johnson Graduate School of Management
Executive Leadership Certificate
Catharine Zink's Commonwealth Financial Network Experience August 2008 - May 2015
Job Interior Design Consultant at Ethan Allen Interiors
Industry Design
Experience
Ethan Allen Interiors June 2015 - Present
Commonwealth Financial Network August 2008 - May 2015
JP Morgan Chase April 2007 - July 2008
Kessler Financial Services September 2000 - January 2007
The Kessler Group September 2000 - January 2007
Skills
Microsoft Office, Email Marketing, Social Media Marketing, InDesign, Illustrator, Photoshop, AutoCAD, Graphic Design, PowerPoint, Advertising, Web Design, User Experience, Social Media, Photography
Education
Boston Architectural College 2008 — 2013
Certificate in Residential Interiors, Residential Interior Design
James Madison University 1996 — 2000
Bachelor's, Psychology, Studio Art, Advertising
Ethan Allen Interiors June 2015 - Present
Commonwealth Financial Network August 2008 - May 2015
JP Morgan Chase April 2007 - July 2008
Kessler Financial Services September 2000 - January 2007
The Kessler Group September 2000 - January 2007
Skills
Microsoft Office, Email Marketing, Social Media Marketing, InDesign, Illustrator, Photoshop, AutoCAD, Graphic Design, PowerPoint, Advertising, Web Design, User Experience, Social Media, Photography
Education
Boston Architectural College 2008 — 2013
Certificate in Residential Interiors, Residential Interior Design
James Madison University 1996 — 2000
Bachelor's, Psychology, Studio Art, Advertising
Chris Gaudet's Commonwealth Financial Network Experience December 2014 - Present
Job Internal Auditor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Commonwealth Financial Network December 2014 - Present
Wolf & Co December 2011 - December 2014
BNY Mellon May 2007 - December 2011
Merrill Lynch June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Internal Controls, Internal Audit, Mutual Funds, Account Reconciliation, Finance, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, Sarbanes-Oxley Act, Investments
Education
Bryant University 2003 — 2007
BSBA, Finance / Psychology
Nathan Law, CFP®'s Commonwealth Financial Network Experience May 2011 - Present
Job Compliance Advisor
Industry Financial Services
Experience
Commonwealth Financial Network May 2011 - Present
Lincoln Financial Securities September 2010 - May 2011
Education
Boston University - Metropolitan College 2013 — 2014
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Commonwealth Financial Network May 2011 - Present
Lincoln Financial Securities September 2010 - May 2011
Education
Boston University - Metropolitan College 2013 — 2014
Certificate in Financial Planning
Southern New Hampshire University 2005 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Andrew Passias's Commonwealth Financial Network Experience May 2013 - April 2014
Job Portfolio Compliance Analyst at BlackRock
Industry Financial Services
Experience
BlackRock May 2014 - Present
Archway Investment Fund September 2013 - May 2014
Commonwealth Financial Network May 2013 - April 2014
Prudential Financial September 2012 - May 2013
Kolentsas Financial Services December 2011 - April 2012
Skills
Management, Risk Management, Portfolio Management, Budgets, Microsoft Word, Accounting, Investments, Financial Analysis, Regulatory Compliance, Regulatory Filings, Customer Service, Budgeting, SQL, Bloomberg Terminal
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance
Brockton High School 2006 — 2010
BlackRock May 2014 - Present
Archway Investment Fund September 2013 - May 2014
Commonwealth Financial Network May 2013 - April 2014
Prudential Financial September 2012 - May 2013
Kolentsas Financial Services December 2011 - April 2012
Skills
Management, Risk Management, Portfolio Management, Budgets, Microsoft Word, Accounting, Investments, Financial Analysis, Regulatory Compliance, Regulatory Filings, Customer Service, Budgeting, SQL, Bloomberg Terminal
Education
Bryant University 2010 — 2014
Bachelor's degree, Finance
Brockton High School 2006 — 2010
Don Tam's Commonwealth Financial Network Experience February 2007 - Present
Job DBA at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2007 - Present
Commonwealth Financial Network May 2004 - February 2007
TechSquare, Inc August 2002 - May 2004
Black Ink Systems January 2000 - July 2002
Pioneer Investments November 1998 - January 2000
Workgroup Solution Incorporation September 1997 - November 1998
State Street Global Advisors September 1995 - September 1997
Skills
Microsoft NT4 Certified..., Citrix WinFrame..., Hewlett Packard..., Certified Hewlett..., Certified Hewlett...
Education
Brandeis University 2007 — 2009
Master's degree, Software Engineering
Northeastern University 1996 — 1998
Certificate in Data Communications System Technology
Wentworth Institute of Technology 1992 — 1995
Bachelor of Science (BS), Computer Science
Boston Technical High 1989 — 1992
High School/Secondary Diplomas and Certificates
Commonwealth Financial Network February 2007 - Present
Commonwealth Financial Network May 2004 - February 2007
TechSquare, Inc August 2002 - May 2004
Black Ink Systems January 2000 - July 2002
Pioneer Investments November 1998 - January 2000
Workgroup Solution Incorporation September 1997 - November 1998
State Street Global Advisors September 1995 - September 1997
Skills
Microsoft NT4 Certified..., Citrix WinFrame..., Hewlett Packard..., Certified Hewlett..., Certified Hewlett...
Education
Brandeis University 2007 — 2009
Master's degree, Software Engineering
Northeastern University 1996 — 1998
Certificate in Data Communications System Technology
Wentworth Institute of Technology 1992 — 1995
Bachelor of Science (BS), Computer Science
Boston Technical High 1989 — 1992
High School/Secondary Diplomas and Certificates
Jeffrey Farias's Commonwealth Financial Network Experience 2011 - 2012
Job Applications Development at The TharpeRobbins Company
Industry Computer Software
Experience
The TharpeRobbins Company November 2014 - Present
Narragansett Bay Commission October 2013 - October 2014
US Sailing January 2013 - May 2013
Commonwealth Financial Network 2011 - 2012
SAIC March 2006 - December 2011
Skills
CSS, C#, .NET, ASP.NET, SDLC, SQL, Microsoft SQL Server, VB.NET, WCF, jQuery, Visual Studio
Education
University of Rhode Island 2003 — 2011
Computer Information Systems
Bristol Community College 1998 — 2002
Associate of Science (AS), Computer Information Systems
The TharpeRobbins Company November 2014 - Present
Narragansett Bay Commission October 2013 - October 2014
US Sailing January 2013 - May 2013
Commonwealth Financial Network 2011 - 2012
SAIC March 2006 - December 2011
Skills
CSS, C#, .NET, ASP.NET, SDLC, SQL, Microsoft SQL Server, VB.NET, WCF, jQuery, Visual Studio
Education
University of Rhode Island 2003 — 2011
Computer Information Systems
Bristol Community College 1998 — 2002
Associate of Science (AS), Computer Information Systems
Varangjit (Jib) Channara's Commonwealth Financial Network Experience July 2013 - Present
Job Application Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2013 - Present
Commonwealth Financial Network 2007 - July 2013
Commonwealth Financial Network 2006 - 2007
Skills
SSRS, Microsoft SQL Server, Crystal Reports, Data Analysis, HTML, Web Applications, VB.NET, T-SQL, JavaScript
Education
Boston University 2004 — 2006
Master of Science (MS), Computer Science
UMass Boston 1998 — 2002
Bachelor of Arts (BA), Management Information Systems, General
Commonwealth Financial Network July 2013 - Present
Commonwealth Financial Network 2007 - July 2013
Commonwealth Financial Network 2006 - 2007
Skills
SSRS, Microsoft SQL Server, Crystal Reports, Data Analysis, HTML, Web Applications, VB.NET, T-SQL, JavaScript
Education
Boston University 2004 — 2006
Master of Science (MS), Computer Science
UMass Boston 1998 — 2002
Bachelor of Arts (BA), Management Information Systems, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.