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
Martha Wilcoxson Martha Wilcoxson's Commonwealth Financial Network Experience January 2000 - Present
Job CFP (R), Registered Investment Adviser at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2000 - Present
Skills
Industry Arbitrator..., FINRA Series 7, 24, 63,..., FINRA/Wharton Certified..., Financial Planning..., Public Speaking, Mediation, Securities, Financial Planners, Finance, Wealth Management, Financial Services, Investments, Estate Planning, Strategic Financial...
Education
Creighton University 2011 — 2015
Master’s Degree, Negotiated Dispute Resolution
CQUniversity 1980 — 1983
Graduate Diploma Business Management, Education
Oregon State University 1970 — 1975
Bachelor's degree, Public Administration
Commonwealth Financial Network January 2000 - Present
Skills
Industry Arbitrator..., FINRA Series 7, 24, 63,..., FINRA/Wharton Certified..., Financial Planning..., Public Speaking, Mediation, Securities, Financial Planners, Finance, Wealth Management, Financial Services, Investments, Estate Planning, Strategic Financial...
Education
Creighton University 2011 — 2015
Master’s Degree, Negotiated Dispute Resolution
CQUniversity 1980 — 1983
Graduate Diploma Business Management, Education
Oregon State University 1970 — 1975
Bachelor's degree, Public Administration
Kirk Tassell, CFP® Kirk Tassell, CFP®'s Commonwealth Financial Network Experience April 2014 - Present
Job Investment Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Jessica Esposito Ritter Jessica Esposito Ritter's Commonwealth Financial Network Experience February 2009 - June 2013
Job Instructional Design, eLearning, CRM Training
Industry Pharmaceuticals
Experience
Shire Pharmaceuticals January 2014 - Present
Commonwealth Financial Network February 2009 - June 2013
Commonwealth Financial Network April 2003 - January 2009
EquiServe September 2000 - December 2002
EquiServe September 1998 - August 2000
Skills
Investments, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Training, E-Learning, Instructional Design, CRM, Project Management, Employee Training, Coaching, Strategic Planning, Management, Team Leadership
Education
Curry College 1994 — 1998
Communications, Radio and Television Broadcasting Technology/Technician
Shire Pharmaceuticals January 2014 - Present
Commonwealth Financial Network February 2009 - June 2013
Commonwealth Financial Network April 2003 - January 2009
EquiServe September 2000 - December 2002
EquiServe September 1998 - August 2000
Skills
Investments, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Training, E-Learning, Instructional Design, CRM, Project Management, Employee Training, Coaching, Strategic Planning, Management, Team Leadership
Education
Curry College 1994 — 1998
Communications, Radio and Television Broadcasting Technology/Technician
Jonathan Bryda Jonathan Bryda's Commonwealth Financial Network Experience September 2013 - Present
Job Sr. Relationship Manager, Sponsor Relations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2013 - Present
LPL Financial December 2010 - September 2013
The Vanguard Group April 2008 - December 2010
The Vanguard Group June 2007 - April 2008
Skills
Mutual Funds, Equities, ETFs, Fixed Annuities, Management, Budget, Series 7, Series 63, Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Securities, 401k, Bloomberg, Financial Modeling, Financial Analysis, Asset Managment, Retirement, Wealth Management, Investment Advisory, Financial Advisory, FINRA, Investment Strategies, Finance, Uniform Combined State..., Asset Management
Education
Clemson University 2003 — 2007
BS
Xaverian Brothers High School 1999 — 2003
Commonwealth Financial Network September 2013 - Present
LPL Financial December 2010 - September 2013
The Vanguard Group April 2008 - December 2010
The Vanguard Group June 2007 - April 2008
Skills
Mutual Funds, Equities, ETFs, Fixed Annuities, Management, Budget, Series 7, Series 63, Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Securities, 401k, Bloomberg, Financial Modeling, Financial Analysis, Asset Managment, Retirement, Wealth Management, Investment Advisory, Financial Advisory, FINRA, Investment Strategies, Finance, Uniform Combined State..., Asset Management
Education
Clemson University 2003 — 2007
BS
Xaverian Brothers High School 1999 — 2003
Julie DeFeo's Commonwealth Financial Network Experience January 1996 - November 1997
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
SunGard April 1999 - November 2006
SunGard November 1997 - April 1999
Commonwealth Financial Network January 1996 - November 1997
Commonwealth Financial Network February 1994 - January 1996
Commonwealth Financial Network March 1993 - February 1994
Skills
Requirements Analysis, Software Project..., Requirements Gathering, PMO, Integration, Software Development, User Acceptance Testing
Education
Framingham State College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
SunGard April 1999 - November 2006
SunGard November 1997 - April 1999
Commonwealth Financial Network January 1996 - November 1997
Commonwealth Financial Network February 1994 - January 1996
Commonwealth Financial Network March 1993 - February 1994
Skills
Requirements Analysis, Software Project..., Requirements Gathering, PMO, Integration, Software Development, User Acceptance Testing
Education
Framingham State College 1988 — 1992
Bachelor of Business Administration (BBA), Accounting
Barbara Crook Barbara Crook's Commonwealth Financial Network Experience April 2009 - October 2009
Job Copy editor at Amplify
Industry Writing and Editing
Experience
Amplify April 2012 - Present
Boston Children's Hospital October 2012 - May 2013
Aon Hewitt 2011 - January 2012
Mullen January 2010 - May 2011
Commonwealth Financial Network April 2009 - October 2009
Harvard University October 2007 - February 2008
Harvard University October 2006 - January 2007
Fitchburg State College April 1998 - September 2006
Nashoba Publishing, Ayer. November 2003 - October 2005
Sentinel and Enterprise March 1998 - September 2003
Skills
Writing, Proofreading, Publicity, Web Content, Copy Editing, Editorial, Newspapers, Publishing, Adobe Acrobat, Advertising, Editing, Direct Mail, Copywriting, Blogging, Newsletters, Press Releases, Content Development, Journalism
Education
Fitchburg State College 2009 — 2015
Graduate English, 4.0
Herbert Berghof Studio 1981 — 1984
No degree, Acting
University of Massachusetts, Amherst 1975 — 1978
Bachelor's degree, Theater
Massachusetts College of Art and Design 1972 — 1975
No degree, Illustration
Harvard Extension
Amplify April 2012 - Present
Boston Children's Hospital October 2012 - May 2013
Aon Hewitt 2011 - January 2012
Mullen January 2010 - May 2011
Commonwealth Financial Network April 2009 - October 2009
Harvard University October 2007 - February 2008
Harvard University October 2006 - January 2007
Fitchburg State College April 1998 - September 2006
Nashoba Publishing, Ayer. November 2003 - October 2005
Sentinel and Enterprise March 1998 - September 2003
Skills
Writing, Proofreading, Publicity, Web Content, Copy Editing, Editorial, Newspapers, Publishing, Adobe Acrobat, Advertising, Editing, Direct Mail, Copywriting, Blogging, Newsletters, Press Releases, Content Development, Journalism
Education
Fitchburg State College 2009 — 2015
Graduate English, 4.0
Herbert Berghof Studio 1981 — 1984
No degree, Acting
University of Massachusetts, Amherst 1975 — 1978
Bachelor's degree, Theater
Massachusetts College of Art and Design 1972 — 1975
No degree, Illustration
Harvard Extension
Lawrence Kati's Commonwealth Financial Network Experience September 2014 - December 2014
Job Data Analyst at BJ's Wholesale Club
Industry Financial Services
Experience
BJ's Wholesale Club December 2014 - February 2015
Commonwealth Financial Network September 2014 - December 2014
Franklin and Marshall College August 2013 - May 2014
Franklin and Marshall College August 2010 - May 2014
Community First Fund August 2013 - September 2013
Franklin and Marshall College May 2013 - August 2013
Lancaster Barnstormers October 2011 - December 2011
Tiger Kloof Educational Institution 2005 - 2008
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Marketing, Public Speaking, Facebook, Microsoft Word, Teamwork, Data Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Economics
Franklin & Marshall College 2010 — 2014
Bachelor, Economics; Mathematics
The Hotckiss School 2009 — 2010
Diploma, Economics, Post Graduate
Maru-a-Pula 2009 — 2009
Mathematics and Science, Form 6
Tiger Kloof Educational Institution 2005 — 2008
Diploma, Mathematics and Science, 9-12
BJ's Wholesale Club December 2014 - February 2015
Commonwealth Financial Network September 2014 - December 2014
Franklin and Marshall College August 2013 - May 2014
Franklin and Marshall College August 2010 - May 2014
Community First Fund August 2013 - September 2013
Franklin and Marshall College May 2013 - August 2013
Lancaster Barnstormers October 2011 - December 2011
Tiger Kloof Educational Institution 2005 - 2008
Skills
Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Marketing, Public Speaking, Facebook, Microsoft Word, Teamwork, Data Analysis
Education
Franklin & Marshall College 2010 — 2014
Bachelor's degree, Economics
Franklin & Marshall College 2010 — 2014
Bachelor, Economics; Mathematics
The Hotckiss School 2009 — 2010
Diploma, Economics, Post Graduate
Maru-a-Pula 2009 — 2009
Mathematics and Science, Form 6
Tiger Kloof Educational Institution 2005 — 2008
Diploma, Mathematics and Science, 9-12
Steve Lyons Art's Commonwealth Financial Network Experience April 2011 - July 2012
Job Artist
Industry Arts and Crafts
Experience
Self-Employed Artist September 2011 - Present
Commonwealth Financial Network April 2011 - July 2012
Creative Writing and Brand Development January 2011 - December 2011
OneNewEngland.com January 2007 - January 2011
Consultancy January 2000 - January 2011
Steve Lyons Consulting in Conjuction with Stage2 Marketing January 2006 - January 2010
ETFstore October 2008 - November 2008
Sovereign Bank May 2008 - September 2008
MFS Investment Management 2007 - 2007
Fidelity 2000 - 2004
Skills
Copywriting, Marketing Communications, Marketing, Sales, Web Design, Leadership, B2B, Project Management, Strategic Communications, Direct Mail, Advertising, Content Development, Public Relations, Art, Writing, Creative Direction, Editing
Education
Louisiana State University 1980 — 1982
Master of Journalism, Journalism
Eastern Kentucky University 1976 — 1980
BA, Journalism and Communication
Self-Employed Artist September 2011 - Present
Commonwealth Financial Network April 2011 - July 2012
Creative Writing and Brand Development January 2011 - December 2011
OneNewEngland.com January 2007 - January 2011
Consultancy January 2000 - January 2011
Steve Lyons Consulting in Conjuction with Stage2 Marketing January 2006 - January 2010
ETFstore October 2008 - November 2008
Sovereign Bank May 2008 - September 2008
MFS Investment Management 2007 - 2007
Fidelity 2000 - 2004
Skills
Copywriting, Marketing Communications, Marketing, Sales, Web Design, Leadership, B2B, Project Management, Strategic Communications, Direct Mail, Advertising, Content Development, Public Relations, Art, Writing, Creative Direction, Editing
Education
Louisiana State University 1980 — 1982
Master of Journalism, Journalism
Eastern Kentucky University 1976 — 1980
BA, Journalism and Communication
Patrick R. Noonan, CFP® Patrick R. Noonan, CFP®'s Commonwealth Financial Network Experience July 2014 - Present
Job Advanced Planning at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2014 - Present
Janney Montgomery Scott September 2011 - June 2014
Merrill Lynch June 2003 - August 2011
Skills
Personal Financial..., Life Insurance, Asset Allocation, Estate Planning, College Funding..., Personal Tax Planning, Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Retirement Plan..., 529 Plans, Employee Stock Options, Notary Public
Education
Fairfield University 1999 — 2003
Catholic Memorial High School 1994 — 1999
Commonwealth Financial Network July 2014 - Present
Janney Montgomery Scott September 2011 - June 2014
Merrill Lynch June 2003 - August 2011
Skills
Personal Financial..., Life Insurance, Asset Allocation, Estate Planning, College Funding..., Personal Tax Planning, Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Retirement Plan..., 529 Plans, Employee Stock Options, Notary Public
Education
Fairfield University 1999 — 2003
Catholic Memorial High School 1994 — 1999
Joshua Keating Joshua Keating's Commonwealth Financial Network Experience 2007 - 2008
Job Project Manager at Apex New England Construction
Industry Construction
Experience
Apex New England Construction 2014 - Present
ISS, Inc. 2014 - Present
TekDoc Boston 2013 - 2013
Northwestern Mutual 2012 - 2013
Ocean Edge Resort & Golf Club 2010 - 2012
Anthony DiMauro, CPA 2006 - 2012
Commonwealth Financial Network 2007 - 2008
Skills
Social Media, PowerPoint, Microsoft Excel, Business Development, Sales, Customer Service, Budgets, Public Speaking, Microsoft Office
Education
Dickinson College 2001 — 2005
Bachelor of Arts (B.A.), Policy Studies
The Bromfield School 1997 — 2001
Apex New England Construction 2014 - Present
ISS, Inc. 2014 - Present
TekDoc Boston 2013 - 2013
Northwestern Mutual 2012 - 2013
Ocean Edge Resort & Golf Club 2010 - 2012
Anthony DiMauro, CPA 2006 - 2012
Commonwealth Financial Network 2007 - 2008
Skills
Social Media, PowerPoint, Microsoft Excel, Business Development, Sales, Customer Service, Budgets, Public Speaking, Microsoft Office
Education
Dickinson College 2001 — 2005
Bachelor of Arts (B.A.), Policy Studies
The Bromfield School 1997 — 2001
Jesse Breuer Jesse Breuer's Commonwealth Financial Network Experience August 2014 - Present
Job Front End Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2014 - Present
BBN Technologies December 2013 - Present
Pearson Learning Solutions September 2012 - August 2013
American Consumer Credit Counseling March 2007 - September 2012
Putnam Investments May 2006 - February 2007
Skills
WordPress, SEO, Google Analytics, CSS, Blogging, jQuery, PHP, Web Development, Web Design, Social Media, InDesign, Content Management, XHTML, Web Analytics, Graphic Design, Newsletters, Editing, Apache, Databases, Layout
Education
Clark University Computer Career Institute
Hampshire College 1989 — 1993
Communications
Clark University Computer Career Institute
Commonwealth Financial Network August 2014 - Present
BBN Technologies December 2013 - Present
Pearson Learning Solutions September 2012 - August 2013
American Consumer Credit Counseling March 2007 - September 2012
Putnam Investments May 2006 - February 2007
Skills
WordPress, SEO, Google Analytics, CSS, Blogging, jQuery, PHP, Web Development, Web Design, Social Media, InDesign, Content Management, XHTML, Web Analytics, Graphic Design, Newsletters, Editing, Apache, Databases, Layout
Education
Clark University Computer Career Institute
Hampshire College 1989 — 1993
Communications
Clark University Computer Career Institute
Gene Ellison's Commonwealth Financial Network Experience October 1999 - Present
Job Investment Advisor Representative with 30+ years of experience
Industry Investment Management
Experience
Commonwealth Financial Network October 1999 - Present
New England Financial April 1983 - October 1999
Skills
Financial Planning, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Securities, Wealth Management, Series 7, Retirement, Alternative Investments, Asset Allocation, Financial Services, Series 63
Education
Fitchburg State College 1978 — 1982
Bachelor Of Science, Communications/Media - Photography
Commonwealth Financial Network October 1999 - Present
New England Financial April 1983 - October 1999
Skills
Financial Planning, Retirement Planning, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Investments, Securities, Wealth Management, Series 7, Retirement, Alternative Investments, Asset Allocation, Financial Services, Series 63
Education
Fitchburg State College 1978 — 1982
Bachelor Of Science, Communications/Media - Photography
Danielle Tobin Danielle Tobin's Commonwealth Financial Network Experience October 2014 - Present
Job Advisory Fees Analyst
Industry Financial Services
Experience
Commonwealth Financial Network October 2014 - Present
Grasshopper Tree and Landscape April 2014 - August 2014
The Childrens Workshop October 2012 - April 2014
Tir Na Nog Childcare Center March 2011 - October 2012
Skills
Accounts Receivable, Accounts Payable, Phone Etiquette, General Office..., General Office Skills, General Office Work, Superior Computer Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Administration, PowerPoint
Education
Cape Cod Community College 2007 — 2008
Early Childhood Education and Teaching
Commonwealth Financial Network October 2014 - Present
Grasshopper Tree and Landscape April 2014 - August 2014
The Childrens Workshop October 2012 - April 2014
Tir Na Nog Childcare Center March 2011 - October 2012
Skills
Accounts Receivable, Accounts Payable, Phone Etiquette, General Office..., General Office Skills, General Office Work, Superior Computer Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Administration, PowerPoint
Education
Cape Cod Community College 2007 — 2008
Early Childhood Education and Teaching
charly thornton charly thornton's Commonwealth Financial Network Experience October 2013 - Present
Job Fixed Income Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Investors Capital Corp August 2013 - October 2013
Investors Capital October 2009 - September 2013
E*TRADE Financial May 2008 - June 2009
DFS Investments 2007 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Equities, Fixed Income, Bloomberg, Mutual Funds, Series 24, Investments, Trading, Wealth Management, Alternative Investments, Portfolio Management, Options, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Microsoft Excel, IRAs
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
Commonwealth Financial Network October 2013 - Present
Investors Capital Corp August 2013 - October 2013
Investors Capital October 2009 - September 2013
E*TRADE Financial May 2008 - June 2009
DFS Investments 2007 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Equities, Fixed Income, Bloomberg, Mutual Funds, Series 24, Investments, Trading, Wealth Management, Alternative Investments, Portfolio Management, Options, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Microsoft Excel, IRAs
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
Shane Bergin Shane Bergin's Commonwealth Financial Network Experience May 2010 - August 2011
Job System Engineer
Industry Information Technology and Services
Experience
iMedia Technology October 2014 - Present
Savant Systems November 2013 - October 2014
Lateral Group April 2013 - November 2013
Cape Cod Community College August 2012 - June 2013
CAPE COD MUSIC APPS, INC. September 2012 - March 2013
Gann Academy August 2011 - March 2012
Commonwealth Financial Network May 2010 - August 2011
UMass Dartmouth September 2009 - December 2009
University of Massachusetts Dartmouth February 2009 - May 2009
Cape Cod Community College 2007 - 2008
Skills
VMware, Active Directory, Windows 7, Photoshop, SharePoint, HTML, Altiris, Symantec Endpoint..., Norton Ghost, Windows XP Pro, PowerPoint, Dreamweaver, Microsoft Word, Public Speaking, Altiris Deployment..., Ticketing Software, EndNote, Avaya Site..., CSS, jQuery, iOS, Android, Marketing Strategy, Data Backup Solutions, Microsoft Excel, Open Office, Social Media Outreach, Persuasive Presentations, Technical Presentations, Aptana, FirstClass, Data & Hardware Dispoal, Mac OS, Linux, phpMyAdmin, bWAPP, Troubleshooting
Education
UMass Dartmouth 2009 — 2010
Management Information Systems
Cape Cod Community College 2006 — 2009
Liberal Arts and Sciences/Liberal Studies
iMedia Technology October 2014 - Present
Savant Systems November 2013 - October 2014
Lateral Group April 2013 - November 2013
Cape Cod Community College August 2012 - June 2013
CAPE COD MUSIC APPS, INC. September 2012 - March 2013
Gann Academy August 2011 - March 2012
Commonwealth Financial Network May 2010 - August 2011
UMass Dartmouth September 2009 - December 2009
University of Massachusetts Dartmouth February 2009 - May 2009
Cape Cod Community College 2007 - 2008
Skills
VMware, Active Directory, Windows 7, Photoshop, SharePoint, HTML, Altiris, Symantec Endpoint..., Norton Ghost, Windows XP Pro, PowerPoint, Dreamweaver, Microsoft Word, Public Speaking, Altiris Deployment..., Ticketing Software, EndNote, Avaya Site..., CSS, jQuery, iOS, Android, Marketing Strategy, Data Backup Solutions, Microsoft Excel, Open Office, Social Media Outreach, Persuasive Presentations, Technical Presentations, Aptana, FirstClass, Data & Hardware Dispoal, Mac OS, Linux, phpMyAdmin, bWAPP, Troubleshooting
Education
UMass Dartmouth 2009 — 2010
Management Information Systems
Cape Cod Community College 2006 — 2009
Liberal Arts and Sciences/Liberal Studies
Jeremie Doucette Jeremie Doucette's Commonwealth Financial Network Experience October 2005 - Present
Job Director of Business Continuity and Contract Management at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2005 - Present
Skills
Business Analysis, Disaster Recovery, Risk Management, Data Center, Vendor Management, Process Improvement, IT Management, Security, Cloud Computing, Business Intelligence, Information Technology, IT Strategy, Software Documentation, Integration, Strategic Planning, Change Management, Visio, SDLC, Business Process..., SharePoint, IT Operations, Management, Program Management, Enterprise Architecture, Outsourcing, Team Leadership, Project Management, Requirements Analysis, Information Security, Enterprise Software
Education
The George Washington University - School of Business 2009 — 2011
Certificate Contract Management
Daniel Webster College 1982 — 1984
Commonwealth Financial Network October 2005 - Present
Skills
Business Analysis, Disaster Recovery, Risk Management, Data Center, Vendor Management, Process Improvement, IT Management, Security, Cloud Computing, Business Intelligence, Information Technology, IT Strategy, Software Documentation, Integration, Strategic Planning, Change Management, Visio, SDLC, Business Process..., SharePoint, IT Operations, Management, Program Management, Enterprise Architecture, Outsourcing, Team Leadership, Project Management, Requirements Analysis, Information Security, Enterprise Software
Education
The George Washington University - School of Business 2009 — 2011
Certificate Contract Management
Daniel Webster College 1982 — 1984
Sean Mackey's Commonwealth Financial Network Experience July 2015 - Present
Job Junior Content Editor at Commonwealth Financial Network
Industry Writing and Editing
Experience
Commonwealth Financial Network July 2015 - Present
Commonwealth Financial Network May 2012 - July 2015
Post Road February 2012 - May 2012
Gangsters in Concrete September 2011 - May 2012
Ploughshares Journal July 2011 - May 2012
Stork Magazine September 2010 - May 2012
Hyena Magazine September 2010 - March 2012
The MIT Press September 2011 - December 2011
Emerson Review September 2010 - May 2011
WERS 88.9 FM January 2010 - May 2010
Skills
Creative Writing, Fiction, Proofreading, Chicago Style, Editing, Copy Editing, Book Reviews, Books, Publishing, Grammar
Education
Emerson College 2012 — 2015
Master of Fine Arts (MFA), Creative Writing
Emerson College 2008 — 2012
Bachelor of Fine Arts (BFA), Writing, Literature, and Publishing
Commonwealth Financial Network July 2015 - Present
Commonwealth Financial Network May 2012 - July 2015
Post Road February 2012 - May 2012
Gangsters in Concrete September 2011 - May 2012
Ploughshares Journal July 2011 - May 2012
Stork Magazine September 2010 - May 2012
Hyena Magazine September 2010 - March 2012
The MIT Press September 2011 - December 2011
Emerson Review September 2010 - May 2011
WERS 88.9 FM January 2010 - May 2010
Skills
Creative Writing, Fiction, Proofreading, Chicago Style, Editing, Copy Editing, Book Reviews, Books, Publishing, Grammar
Education
Emerson College 2012 — 2015
Master of Fine Arts (MFA), Creative Writing
Emerson College 2008 — 2012
Bachelor of Fine Arts (BFA), Writing, Literature, and Publishing
Ashley Freeland's Commonwealth Financial Network Experience June 2006 - August 2006
Job Illustrator & Designer
Industry Fine Art
Experience
Annals of Surgery (Origin Editorial) July 2013 - Present
826 Boston July 2015 - Present
Self-Employed April 1984 - Present
826 Boston May 2014 - August 2014
Arts at the Armory September 2013 - May 2014
LearnPad February 2014 - April 2014
Journal of Infectious Diseases June 2007 - August 2013
Massachusetts General Hospital August 2006 - June 2007
Commonwealth Financial Network June 2006 - August 2006
Skills
Publishing, Publications, Editing, Writing, Illustration, Editorial, Painting, Press Releases, Social Networking, Copy Editing, Graphic Design, Clinical Research, Regulatory Affairs, Online Publishing, Newsletters, Logo Design
Education
School of the Museum of Fine Arts 2015 — 2016
Graphic Design Certificate
Women's Coding Collective 2015 — 2015
HTML: Website Basics
School of the Museum of Fine Arts 2011 — 2015
Illustration Certificate
University of Wisconsin-Madison 2004 — 2006
Bachelor of Arts, English - Creative Writing
Harvard University 2003 — 2003
Creative Writing
Annals of Surgery (Origin Editorial) July 2013 - Present
826 Boston July 2015 - Present
Self-Employed April 1984 - Present
826 Boston May 2014 - August 2014
Arts at the Armory September 2013 - May 2014
LearnPad February 2014 - April 2014
Journal of Infectious Diseases June 2007 - August 2013
Massachusetts General Hospital August 2006 - June 2007
Commonwealth Financial Network June 2006 - August 2006
Skills
Publishing, Publications, Editing, Writing, Illustration, Editorial, Painting, Press Releases, Social Networking, Copy Editing, Graphic Design, Clinical Research, Regulatory Affairs, Online Publishing, Newsletters, Logo Design
Education
School of the Museum of Fine Arts 2015 — 2016
Graphic Design Certificate
Women's Coding Collective 2015 — 2015
HTML: Website Basics
School of the Museum of Fine Arts 2011 — 2015
Illustration Certificate
University of Wisconsin-Madison 2004 — 2006
Bachelor of Arts, English - Creative Writing
Harvard University 2003 — 2003
Creative Writing
Levi Edgecombe, CLU, ChFC, CFP® Levi Edgecombe, CLU, ChFC, CFP®'s Commonwealth Financial Network Experience May 2002 - February 2010
Job Owner/Senior Managing Member
Industry Financial Services
Experience
USA Financial Securities February 2010 - Present
Edgecombe & Coplin Wealth Strategies, LLC January 2001 - Present
USA Financial 2010 - 2014
Commonwealth Financial Network May 2002 - February 2010
Lincoln Financial Advisors January 2001 - May 2002
Massachusetts Mutual September 1988 - December 2000
Northwestern Mutual September 1976 - August 1988
Education
Golden Gate University 1981 — 1984
Completed 6 Courses, Masters of Taxation
The American College 1975 — 1981
CLU, ChFC, CFP, Financial Services
Wheaton College 1965 — 1969
B.A., Literature
USA Financial Securities February 2010 - Present
Edgecombe & Coplin Wealth Strategies, LLC January 2001 - Present
USA Financial 2010 - 2014
Commonwealth Financial Network May 2002 - February 2010
Lincoln Financial Advisors January 2001 - May 2002
Massachusetts Mutual September 1988 - December 2000
Northwestern Mutual September 1976 - August 1988
Education
Golden Gate University 1981 — 1984
Completed 6 Courses, Masters of Taxation
The American College 1975 — 1981
CLU, ChFC, CFP, Financial Services
Wheaton College 1965 — 1969
B.A., Literature
Jameel Peterson's Commonwealth Financial Network Experience January 2015 - Present
Job Web Production Associate at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network January 2015 - Present
Commonwealth Financial Network March 2013 - January 2015
Ve Interactive July 2012 - February 2013
Skills
Active Directory, SharePoint, Business Analysis, Microsoft SQL Server, SQL, Disaster Recovery, SDLC, VMware, Windows Server, Microsoft Exchange, Business Intelligence, Requirements Gathering
Education
Framingham State College 2010 — 2013
Bachelor of Science (BS), Business & Information Technology
Fenway High 2004 — 2008
Commonwealth Financial Network January 2015 - Present
Commonwealth Financial Network March 2013 - January 2015
Ve Interactive July 2012 - February 2013
Skills
Active Directory, SharePoint, Business Analysis, Microsoft SQL Server, SQL, Disaster Recovery, SDLC, VMware, Windows Server, Microsoft Exchange, Business Intelligence, Requirements Gathering
Education
Framingham State College 2010 — 2013
Bachelor of Science (BS), Business & Information Technology
Fenway High 2004 — 2008
Rob Rykowski's Commonwealth Financial Network Experience March 2010 - August 2013
Job Owner & Head Coach at CrossFit Watch City
Industry Financial Services
Experience
CrossFit Watch City August 2013 - Present
Commonwealth Financial Network March 2010 - August 2013
Commonwealth Financial Network June 2009 - March 2010
The Rendon Group January 2009 - June 2009
DNA Studio 2004 - 2006
DNA Studio 2002 - 2006
Skills
Crisis Communications, Project Planning, Project Management, Software Project..., User Experience, User Experience Design, User Experience Testing, Microsoft CRM, CRM, CRM Integration, Product Management, Product Design, Negotiation, Public Speaking, Public Diplomacy, Requirements Analysis, Requirements Management, Liaison, Team Leadership, Delegation, Brainstorm Facilitation, Listening to customers, Feedback Management, Empathy, Crisis Management, End User Research, Vision Development, Tactical Planning, Strategic Planning, IT Strategy, IT Management, IT Operations, Strategic Communications, Feature Prioritization, Social Media, Business Intelligence, Integrated Marketing
Education
Emerson College 2008 — 2010
BS, Communication Studies
Emerson College 2008 — 2010
MA, Communications Management
CrossFit Watch City August 2013 - Present
Commonwealth Financial Network March 2010 - August 2013
Commonwealth Financial Network June 2009 - March 2010
The Rendon Group January 2009 - June 2009
DNA Studio 2004 - 2006
DNA Studio 2002 - 2006
Skills
Crisis Communications, Project Planning, Project Management, Software Project..., User Experience, User Experience Design, User Experience Testing, Microsoft CRM, CRM, CRM Integration, Product Management, Product Design, Negotiation, Public Speaking, Public Diplomacy, Requirements Analysis, Requirements Management, Liaison, Team Leadership, Delegation, Brainstorm Facilitation, Listening to customers, Feedback Management, Empathy, Crisis Management, End User Research, Vision Development, Tactical Planning, Strategic Planning, IT Strategy, IT Management, IT Operations, Strategic Communications, Feature Prioritization, Social Media, Business Intelligence, Integrated Marketing
Education
Emerson College 2008 — 2010
BS, Communication Studies
Emerson College 2008 — 2010
MA, Communications Management
Nicole (Lamoureux) Miller Nicole (Lamoureux) Miller's Commonwealth Financial Network Experience September 2011 - April 2014
Job Director, Marketing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Fidelity Investments September 2015 - Present
F-Squared Investments April 2014 - July 2015
Commonwealth Financial Network September 2011 - April 2014
Commonwealth Financial Network February 2009 - October 2011
Commonwealth Financial Network September 2005 - February 2009
Commonwealth Financial Network September 2002 - September 2005
Commonwealth Financial Network September 2000 - September 2002
Skills
Marketing Strategy, Social Media, Writing, Marketing Communications, Product Marketing, Social Media Marketing, Client Communication, Building Relationships, Business Relationship..., External Relationships, Online Marketing, Website Copy, Copywriting, Content Creation, Content Strategy, Strategic Thinking, Strategic Planning, Strategic Communications, Public Speaking, Presenter, Newsletters, Financial Advisory, Asset Management, Investments, Relationship Management, Project Management, Integrated Marketing, Financial Services, Management, Marketing, Communication
Education
College of the Holy Cross
Suffolk University
Bachelor's degree
Cathy Guild Cathy Guild's Commonwealth Financial Network Experience August 2015 - Present
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2015 - Present
Investors Capital June 2014 - August 2015
Parsons Financial Associates, Inc. January 1998 - June 2014
Skills
Series 7, Series 24, Series 6, Series 26, Series 63, Mutual Funds, Customer Service, Surveillance, Branch Inspections, Investments, Branch Management
Education
Franklin Pierce University
Associate of Arts (AA), Accounting and Finance
Commonwealth Financial Network August 2015 - Present
Investors Capital June 2014 - August 2015
Parsons Financial Associates, Inc. January 1998 - June 2014
Skills
Series 7, Series 24, Series 6, Series 26, Series 63, Mutual Funds, Customer Service, Surveillance, Branch Inspections, Investments, Branch Management
Education
Franklin Pierce University
Associate of Arts (AA), Accounting and Finance
Melissa Quinn Melissa Quinn's Commonwealth Financial Network Experience February 2014 - Present
Job Senior Transition Operations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2014 - Present
Commonwealth Financial Network July 2011 - February 2014
Commonwealth Financial Network August 2010 - July 2011
Commonwealth Financial Network September 2006 - August 2010
Skills
Mutual Funds, Securities, Financial Services, Retirement Planning
Education
University of Massachusetts Boston 2008 — 2010
Bachelor's degree, Business Management/Marketing
Fitchburg State College 2007 — 2008
Bachelor's degree, Registered Nursing/Registered Nurse
Commonwealth Financial Network February 2014 - Present
Commonwealth Financial Network July 2011 - February 2014
Commonwealth Financial Network August 2010 - July 2011
Commonwealth Financial Network September 2006 - August 2010
Skills
Mutual Funds, Securities, Financial Services, Retirement Planning
Education
University of Massachusetts Boston 2008 — 2010
Bachelor's degree, Business Management/Marketing
Fitchburg State College 2007 — 2008
Bachelor's degree, Registered Nursing/Registered Nurse
Nick Botelho's Commonwealth Financial Network Experience September 2012 - Present
Job Senior Analyst Transfer of Assets at Commonwealth Financial Network
Industry Sports
Experience
Commonwealth Financial Network September 2012 - Present
Extra Innings Watertown December 2010 - September 2012
Lexus of Watertown July 2009 - December 2010
Uno Chicago Grill February 2008 - June 2009
New Hampshire Fisher Cats May 2007 - September 2008
Fitchburg State College September 2003 - May 2007
Education
Fitchburg State College 2003 — 2007
Bachelor of Science, Business Administration
Commonwealth Financial Network September 2012 - Present
Extra Innings Watertown December 2010 - September 2012
Lexus of Watertown July 2009 - December 2010
Uno Chicago Grill February 2008 - June 2009
New Hampshire Fisher Cats May 2007 - September 2008
Fitchburg State College September 2003 - May 2007
Education
Fitchburg State College 2003 — 2007
Bachelor of Science, Business Administration
Anna Kobara Anna Kobara's Commonwealth Financial Network Experience June 2011 - August 2011
Job Project Assistant at Dyett & Bhatia
Industry Architecture & Planning
Experience
Dyett & Bhatia March 2015 - Present
LinkedIn August 2014 - March 2015
Waiahole Nursery & Garden Center February 2014 - April 2014
NYC Department of City Planning March 2013 - December 2013
Ram Van Intercampus Transportation October 2011 - December 2013
Commonwealth Financial Network June 2011 - August 2011
Skills
Research, Microsoft Word, Community Outreach, Adobe Creative Suite, Urban Planning, Illustrator
Education
Fordham University 2010 — 2013
BA Environmental Policy and BA Urban Studies, Sustainable Architecture/Urban Development
San Dieguito Academy High School 2006 — 2010
CA
Dyett & Bhatia March 2015 - Present
LinkedIn August 2014 - March 2015
Waiahole Nursery & Garden Center February 2014 - April 2014
NYC Department of City Planning March 2013 - December 2013
Ram Van Intercampus Transportation October 2011 - December 2013
Commonwealth Financial Network June 2011 - August 2011
Skills
Research, Microsoft Word, Community Outreach, Adobe Creative Suite, Urban Planning, Illustrator
Education
Fordham University 2010 — 2013
BA Environmental Policy and BA Urban Studies, Sustainable Architecture/Urban Development
San Dieguito Academy High School 2006 — 2010
CA
Jane Hood CFP (R) Jane Hood CFP (R)'s Commonwealth Financial Network Experience January 2000 - Present
Job Financial Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2000 - Present
Skills
Management, Series 7, Strategic Planning, Securities, Finance, Financial Planning, Small Business
Education
University of Rochester 1976 — 1979
BA, Biology
Colby Sawyer College 1974 — 1976
Commonwealth Financial Network January 2000 - Present
Skills
Management, Series 7, Strategic Planning, Securities, Finance, Financial Planning, Small Business
Education
University of Rochester 1976 — 1979
BA, Biology
Colby Sawyer College 1974 — 1976
Neva Tachkova Neva Tachkova's Commonwealth Financial Network Experience January 2004 - May 2004
Job Graphic designer
Industry Publishing
Experience
TechTarget February 2012 - Present
Brown Publishing Network January 2006 - July 2007
CIO magazine, IDG Enterprise June 2004 - September 2005
Commonwealth Financial Network January 2004 - May 2004
Network World Magazine/ IDG June 2002 - April 2003
Skills
websites prototype..., project management, Sales Process, Offset printing print..., Websites, Print, Typography, Project Management, Newsletters, Magazines, InDesign, Layout, Illustration, Photography, Storytelling, QuarkXPress, Editorial, Graphics, Art Direction, Logo Design, Graphic Design, Branding & Identity
Education
Massachusetts College of Art 1999 — 2002
BFA, Graphic Design
Emily Carr Institute of Art & Design 1998 — 1999
Communications Design
TechTarget February 2012 - Present
Brown Publishing Network January 2006 - July 2007
CIO magazine, IDG Enterprise June 2004 - September 2005
Commonwealth Financial Network January 2004 - May 2004
Network World Magazine/ IDG June 2002 - April 2003
Skills
websites prototype..., project management, Sales Process, Offset printing print..., Websites, Print, Typography, Project Management, Newsletters, Magazines, InDesign, Layout, Illustration, Photography, Storytelling, QuarkXPress, Editorial, Graphics, Art Direction, Logo Design, Graphic Design, Branding & Identity
Education
Massachusetts College of Art 1999 — 2002
BFA, Graphic Design
Emily Carr Institute of Art & Design 1998 — 1999
Communications Design
John Peters, AIF® CFP® John Peters, AIF® CFP®'s Commonwealth Financial Network Experience March 2011 - Present
Job Marketing/Retirement Plan Consulitng
Industry Financial Services
Experience
Commonwealth Financial Network March 2011 - Present
Cafaro Greenleaf January 2008 - March 2011
Register & Akers Investments January 2005 - January 2007
The Bank of New York Mellon 2007 - 2007
Astrop Advisory Corporation 2003 - 2005
Specialty Foods International 1998 - 2003
Investors Financial Group (Now ING) 1997 - 1998
Sterne Agee 1993 - 1998
Alex Brown & Sons Incorporated 1985 - 1993
Merrill Lynch 1983 - 1985
Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer
Education
Duke University 2006 — 2007
Certificate, Financial Planning
Emory University 1980 — 1984
BA, International Studies
Commonwealth Financial Network March 2011 - Present
Cafaro Greenleaf January 2008 - March 2011
Register & Akers Investments January 2005 - January 2007
The Bank of New York Mellon 2007 - 2007
Astrop Advisory Corporation 2003 - 2005
Specialty Foods International 1998 - 2003
Investors Financial Group (Now ING) 1997 - 1998
Sterne Agee 1993 - 1998
Alex Brown & Sons Incorporated 1985 - 1993
Merrill Lynch 1983 - 1985
Skills
Retirement Planning, 401k, Financial Services, Marketing, Employee Benefits, Strategic Planning, ERISA, Product Management, Product Development, Positioning, Social Media, Defined Contribution, B2B Marketing Strategy, Wealth Management, Investments, RIA, Practice Management, Retirement Plan..., Qualified Retirement..., Business Coaching, Relationship Management, Broker-Dealer
Education
Duke University 2006 — 2007
Certificate, Financial Planning
Emory University 1980 — 1984
BA, International Studies
Andrew Devine Andrew Devine's Commonwealth Financial Network Experience July 2008 - August 2009
Job Associate at Phillips Lytle LLP
Industry Law Practice
Experience
Phillips Lytle LLP September 2012 - Present
Dean Makau Mutua May 2011 - May 2012
Hon. John T. Curtin, U.S. District Court for the Western District of New York May 2011 - August 2011
Office of the Attorney General of New York June 2010 - August 2010
Commonwealth Financial Network July 2008 - August 2009
P&A Financial Strategies, Inc. August 2006 - July 2008
P&A Financial Strategies, Inc. June 2005 - August 2006
P&A Financial Strategies, Inc. December 2003 - June 2005
Education
SUNY Buffalo Law School 2009 — 2012
Canisius College 2001 — 2005
Phillips Lytle LLP September 2012 - Present
Dean Makau Mutua May 2011 - May 2012
Hon. John T. Curtin, U.S. District Court for the Western District of New York May 2011 - August 2011
Office of the Attorney General of New York June 2010 - August 2010
Commonwealth Financial Network July 2008 - August 2009
P&A Financial Strategies, Inc. August 2006 - July 2008
P&A Financial Strategies, Inc. June 2005 - August 2006
P&A Financial Strategies, Inc. December 2003 - June 2005
Education
SUNY Buffalo Law School 2009 — 2012
Canisius College 2001 — 2005
Stephanie Gallegos, AIF(R) Stephanie Gallegos, AIF(R)'s Commonwealth Financial Network Experience February 2010 - August 2010
Job
Industry Financial Services
Experience
Axial Benefits Group June 2013 - Present
NFP Thorbahn August 2010 - May 2013
Women in Pensions Network October 2010 - October 2011
Commonwealth Financial Network February 2010 - August 2010
The Bostonian Group March 2003 - January 2010
D.J. Shah Financial Services April 2002 - March 2003
Charles Schwab 2000 - 2002
Skills
Retirement, 401k
Education
Colorado State University 1996 — 1999
Bachelor of Science
Wray High School 1992 — 1996
Diploma
Axial Benefits Group June 2013 - Present
NFP Thorbahn August 2010 - May 2013
Women in Pensions Network October 2010 - October 2011
Commonwealth Financial Network February 2010 - August 2010
The Bostonian Group March 2003 - January 2010
D.J. Shah Financial Services April 2002 - March 2003
Charles Schwab 2000 - 2002
Skills
Retirement, 401k
Education
Colorado State University 1996 — 1999
Bachelor of Science
Wray High School 1992 — 1996
Diploma
Carolena Sefton's Commonwealth Financial Network Experience May 2009 - August 2009
Job Experienced Early Childhood Educator
Industry Primary/Secondary Education
Experience
First Academy Childcare Center September 2013 - Present
Stork Vision Prenatal Imaging Center August 2012 - September 2013
Earlham College January 2012 - May 2012
Iioka Junior High School August 2010 - December 2010
Commonwealth Financial Network May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Communication, Japanese culture, Japanese, Adaptability, Flexibility, Fast Learner, Professional..., Always Punctual, Telephone Skills
Education
Earlham College 2008 — 2012
Bachelor's degree, Japanese Studies and Language
First Academy Childcare Center September 2013 - Present
Stork Vision Prenatal Imaging Center August 2012 - September 2013
Earlham College January 2012 - May 2012
Iioka Junior High School August 2010 - December 2010
Commonwealth Financial Network May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Communication, Japanese culture, Japanese, Adaptability, Flexibility, Fast Learner, Professional..., Always Punctual, Telephone Skills
Education
Earlham College 2008 — 2012
Bachelor's degree, Japanese Studies and Language
Catie Ivers Catie Ivers's Commonwealth Financial Network Experience August 2003 - January 2006
Job Wine, Events and Hospitality Professional
Industry Wine and Spirits
Experience
Treasury Wine Estates July 2010 - January 2012
Young Audiences of Northern California January 2009 - October 2010
FSG Social Impact Advisors August 2007 - April 2010
NSK Inc April 2006 - August 2007
Commonwealth Financial Network August 2003 - January 2006
Skills
Non-profits, SurveyMonkey, Qualtrics, Event Planning, Networking, Event Management, Marketing, Budgets, Fundraising, Social Media, Public Relations, Hospitality, Food & Beverage, Wine Tasting, Public Speaking, Wine, Restaurants, Nonprofits, Sales, Customer Service, Leadership, Project Planning, Recruiting, Menu Development, Management, Advertising, Project Management, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Corporate Events, Market Research, Social Networking, Strategy
Education
City College of San Francisco 2010 — 2010
Sommelier Certification, Sommelier
Florida State University 1999 — 2002
Bachelor of Science, Sociology
Treasury Wine Estates July 2010 - January 2012
Young Audiences of Northern California January 2009 - October 2010
FSG Social Impact Advisors August 2007 - April 2010
NSK Inc April 2006 - August 2007
Commonwealth Financial Network August 2003 - January 2006
Skills
Non-profits, SurveyMonkey, Qualtrics, Event Planning, Networking, Event Management, Marketing, Budgets, Fundraising, Social Media, Public Relations, Hospitality, Food & Beverage, Wine Tasting, Public Speaking, Wine, Restaurants, Nonprofits, Sales, Customer Service, Leadership, Project Planning, Recruiting, Menu Development, Management, Advertising, Project Management, Social Media Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Corporate Events, Market Research, Social Networking, Strategy
Education
City College of San Francisco 2010 — 2010
Sommelier Certification, Sommelier
Florida State University 1999 — 2002
Bachelor of Science, Sociology
Mark Loop, CFP® AIF® Mark Loop, CFP® AIF®'s Commonwealth Financial Network Experience April 2011 - October 2014
Job Certified Financial Planner (R) at Aileron Wealth Management, PLLC
Industry Financial Services
Experience
Aileron Wealth Management, PLLC November 2014 - Present
Commonwealth Financial Network April 2011 - October 2014
Commonwealth Financial Network April 2011 - October 2014
ADP Retirement Services December 2005 - April 2009
SWP 2000 - 2005
Skills
Retirement Plan..., 401k, Retirement Planning, Series 63, Series 7, Investment Advisory, Series 6, Wealth Management, Pensions, Asset Allocation
Education
Florida Institute of Technology 1997 — 1999
CFP, Finance
Aileron Wealth Management, PLLC November 2014 - Present
Commonwealth Financial Network April 2011 - October 2014
Commonwealth Financial Network April 2011 - October 2014
ADP Retirement Services December 2005 - April 2009
SWP 2000 - 2005
Skills
Retirement Plan..., 401k, Retirement Planning, Series 63, Series 7, Investment Advisory, Series 6, Wealth Management, Pensions, Asset Allocation
Education
Florida Institute of Technology 1997 — 1999
CFP, Finance
David Kolins David Kolins's Commonwealth Financial Network Experience November 2011 - December 2013
Job Senior Project Manager at Vertex Pharmaceuticals
Industry Information Technology and Services
Experience
Vertex Pharmaceuticals September 2015 - Present
CDM Smith February 2015 - August 2015
MFS Investment Management December 2013 - February 2015
Commonwealth Financial Network November 2011 - December 2013
Iron Mountain April 2010 - November 2011
Octavian Global Technologies Inc November 2008 - March 2010
Harvard Business School MA (Direct Contract Position) January 2006 - October 2008
Workscape September 2005 - January 2006
Wynn Las Vegas February 2004 - September 2005
Blue Cross Blue Shield MA July 2003 - February 2004
Skills
Certified Scrum Master..., Prince2, ITIL, RUP, CGEIT, Business Analysis, Software Project..., Management Consulting, IT Strategy, Risk Modeling, Agile Project Management, Enterprise Portfolio..., Information Technology..., Strategic Information, Enterprise Data Modeling, Logical Data Modeling, Project Planning, Project Control, Earned Value Management, MS Project, Plannning, Software Estimation, PMBOK, Software Quality Control, Use Case Analysis, Software Implementation, Technical Project..., Full SDLC, Waterfall, IT Financial Management, Project Recovery, Programme Delivery, Benefits Realisation, Experienced Program..., ITIL Process..., Program Management..., Program Management..., IT Risk Management, IT Compliance, User Stories, Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Requirements Workshops, Workflow Diagrams, User Interface..., IT Transformation, Technology Alignment, Process Alignment, IT Service Delivery
Education
Harvard University 2013 — 2013
Real Estate Finance and Investment Fundamentals, Extension School
University of Warwick (UK) 1990 — 1995
MBA, Business (Distance Learning), MBA
Polytechnic of Central London 1988 — 1989
Certification, East-West Trade Studies, Pass
The University of Manchester 1981 — 1986
BA (2/1 Hons), Russian and French, 2/1 BA
Воронежский Государственный Университет 1984 — 1985
Russian Language and Literature
Минский Государственный Лингвистический Университет 1984 — 1984
Russian Language and Literature
Bedford School 1975 — 1981
3 A Levels, French, German, History
Vertex Pharmaceuticals September 2015 - Present
CDM Smith February 2015 - August 2015
MFS Investment Management December 2013 - February 2015
Commonwealth Financial Network November 2011 - December 2013
Iron Mountain April 2010 - November 2011
Octavian Global Technologies Inc November 2008 - March 2010
Harvard Business School MA (Direct Contract Position) January 2006 - October 2008
Workscape September 2005 - January 2006
Wynn Las Vegas February 2004 - September 2005
Blue Cross Blue Shield MA July 2003 - February 2004
Skills
Certified Scrum Master..., Prince2, ITIL, RUP, CGEIT, Business Analysis, Software Project..., Management Consulting, IT Strategy, Risk Modeling, Agile Project Management, Enterprise Portfolio..., Information Technology..., Strategic Information, Enterprise Data Modeling, Logical Data Modeling, Project Planning, Project Control, Earned Value Management, MS Project, Plannning, Software Estimation, PMBOK, Software Quality Control, Use Case Analysis, Software Implementation, Technical Project..., Full SDLC, Waterfall, IT Financial Management, Project Recovery, Programme Delivery, Benefits Realisation, Experienced Program..., ITIL Process..., Program Management..., Program Management..., IT Risk Management, IT Compliance, User Stories, Activity Diagrams, Sequence Diagrams, Use Case Diagrams, Requirements Workshops, Workflow Diagrams, User Interface..., IT Transformation, Technology Alignment, Process Alignment, IT Service Delivery
Education
Harvard University 2013 — 2013
Real Estate Finance and Investment Fundamentals, Extension School
University of Warwick (UK) 1990 — 1995
MBA, Business (Distance Learning), MBA
Polytechnic of Central London 1988 — 1989
Certification, East-West Trade Studies, Pass
The University of Manchester 1981 — 1986
BA (2/1 Hons), Russian and French, 2/1 BA
Воронежский Государственный Университет 1984 — 1985
Russian Language and Literature
Минский Государственный Лингвистический Университет 1984 — 1984
Russian Language and Literature
Bedford School 1975 — 1981
3 A Levels, French, German, History
Andrew Daniels Andrew Daniels's Commonwealth Financial Network Experience December 2007 - Present
Job Managing Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2007 - Present
Commonwealth Financial Network July 1999 - December 2007
Commonwealth Financial Network March 1998 - July 1999
Buckingham, Browne & Nichols 1993 - 1997
Sea Education Association 1992 - 1996
Economic Innovation International March 1989 - March 1992
Fidelity Investments June 1986 - March 1989
Skills
Program Management, Management, Retirement Planning, Strategy, Investments, Series 7, Wealth Management, Equities, Recruiting, Training, Financial Planning, Investment Advisory
Education
Harvard Business School 2008 — 2010
OPM, Business, Management, Marketing, and Related Support Services
Sea Education Association 1992 — 1992
Oceanography, Nautical Science, and Maritime History
Dartmouth College 1981 — 1985
Bachelor of Arts (B.A.), Religion/Religious Studies
Commonwealth Financial Network December 2007 - Present
Commonwealth Financial Network July 1999 - December 2007
Commonwealth Financial Network March 1998 - July 1999
Buckingham, Browne & Nichols 1993 - 1997
Sea Education Association 1992 - 1996
Economic Innovation International March 1989 - March 1992
Fidelity Investments June 1986 - March 1989
Skills
Program Management, Management, Retirement Planning, Strategy, Investments, Series 7, Wealth Management, Equities, Recruiting, Training, Financial Planning, Investment Advisory
Education
Harvard Business School 2008 — 2010
OPM, Business, Management, Marketing, and Related Support Services
Sea Education Association 1992 — 1992
Oceanography, Nautical Science, and Maritime History
Dartmouth College 1981 — 1985
Bachelor of Arts (B.A.), Religion/Religious Studies
John O'Callaghan, ChFC, CLU John O'Callaghan, ChFC, CLU's Commonwealth Financial Network Experience May 2004 - June 2014
Job Private Wealth Manager at Upstream Financial Partners
Industry Financial Services
Experience
UPSTREAM Investment Partners, LLC June 2014 - Present
Lincoln Park Financial Group, LLC May 2004 - June 2014
Commonwealth Financial Network May 2004 - June 2014
LPL Financial 2003 - 2004
AXA Advisors 1971 - 2003
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance
Education
The American College
Chartered Financial Consultant
Christian Brothers University 1964 — 1968
B.S., Business Admin.
Loyola Academy 1961 — 1964
St. Paul of the Cross grade school 1953 — 1960
SMU
UPSTREAM Investment Partners, LLC June 2014 - Present
Lincoln Park Financial Group, LLC May 2004 - June 2014
Commonwealth Financial Network May 2004 - June 2014
LPL Financial 2003 - 2004
AXA Advisors 1971 - 2003
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Investments, Fixed Annuities, College Savings Plans, Insurance, Strategic Planning, 529 Plans, Life & Health Insurance..., Retirement, Finance, Life Insurance
Education
The American College
Chartered Financial Consultant
Christian Brothers University 1964 — 1968
B.S., Business Admin.
Loyola Academy 1961 — 1964
St. Paul of the Cross grade school 1953 — 1960
SMU
Chris Rivers Chris Rivers's Commonwealth Financial Network Experience July 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Armstrong Fleming and Moore July 2000 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities 2003 - 2009
Armstrong Fleming and Moore January 2005 - January 2008
Armstrong Fleming and Moore January 2003 - January 2005
Armstrong Welch & MacIntyre July 2000 - January 2003
Skills
Fixed Income, Wealth Management..., Personal Financial..., Insurance, IRAs, Long-term Care, Retirement Planning, Investments, Portfolio Management, Estate Planning, Life Insurance, Social Security, 401k, College Savings Plans, Mutual Funds, Alternative Investments, Comprehensive Planning, Certified Financial..., Series 7, Qualified Retirement..., Investment Advisory, Investment Management, Financial Planning
Education
University of Maryland College Park 1996 — 2000
BS, Finance
College for Financial Planning 2005 — 2007
Armstrong Fleming and Moore July 2000 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities 2003 - 2009
Armstrong Fleming and Moore January 2005 - January 2008
Armstrong Fleming and Moore January 2003 - January 2005
Armstrong Welch & MacIntyre July 2000 - January 2003
Skills
Fixed Income, Wealth Management..., Personal Financial..., Insurance, IRAs, Long-term Care, Retirement Planning, Investments, Portfolio Management, Estate Planning, Life Insurance, Social Security, 401k, College Savings Plans, Mutual Funds, Alternative Investments, Comprehensive Planning, Certified Financial..., Series 7, Qualified Retirement..., Investment Advisory, Investment Management, Financial Planning
Education
University of Maryland College Park 1996 — 2000
BS, Finance
College for Financial Planning 2005 — 2007
Josh Heckler Josh Heckler's Commonwealth Financial Network Experience January 2012 - Present
Job Business Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2012 - Present
MFS Investment Management March 2008 - January 2012
MFS Investment Management July 2005 - March 2008
Exis Consulting January 2004 - December 2004
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 2000 - January 2002
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 1999 - January 2000
Earth Satellite Corporation January 1998 - January 1999
Skills
Hardware / OS (Windows,..., Productivity (Word,..., Database (Oracle,..., Query Tools (SQL,..., Data Movement / ETL..., Reporting Tools (SQL..., Resource Project...
Education
Fordham Gabelli School of Business 2004 — 2005
MBA, Finance & Information Systems
University of Michigan 1994 — 1998
BS, Atmospheric Science & Engineering
Commonwealth Financial Network January 2012 - Present
MFS Investment Management March 2008 - January 2012
MFS Investment Management July 2005 - March 2008
Exis Consulting January 2004 - December 2004
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 2000 - January 2002
Merrill Lynch (Formerly Herzog, Heine, Geduld; acquired by Merrill Lynch in July 2000) January 1999 - January 2000
Earth Satellite Corporation January 1998 - January 1999
Skills
Hardware / OS (Windows,..., Productivity (Word,..., Database (Oracle,..., Query Tools (SQL,..., Data Movement / ETL..., Reporting Tools (SQL..., Resource Project...
Education
Fordham Gabelli School of Business 2004 — 2005
MBA, Finance & Information Systems
University of Michigan 1994 — 1998
BS, Atmospheric Science & Engineering
Amy Kitson's Commonwealth Financial Network Experience August 2012 - Present
Job LICENSING SPECIALIST at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2012 - Present
24 west Street 1984 - 2014
24 west Street 1984 - 2014
Commonwealth Financial Network February 2011 - August 2012
Elwyn Institute March 2010 - January 2011
Poseidon Enterprises March 2008 - November 2009
Children's Hospital of Boston September 2008 - October 2009
Partners and Simons August 2007 - March 2008
Emerson College January 2007 - May 2007
Gearon Hoffman January 2007 - May 2007
Skills
Social Media Marketing, Marketing Communications, Event Planning, Advertising, Research, Facebook, Editing, Public Speaking, Photoshop, Microsoft Office, Social Networking, Marketing Strategy, Copywriting, Employee Training, Writing, Organizational...
Education
Emerson College 2002 — 2007
Bachelor of Science, Political Communications
Penncrest HIgh School 1998 — 2002
General, General
Commonwealth Financial Network August 2012 - Present
24 west Street 1984 - 2014
24 west Street 1984 - 2014
Commonwealth Financial Network February 2011 - August 2012
Elwyn Institute March 2010 - January 2011
Poseidon Enterprises March 2008 - November 2009
Children's Hospital of Boston September 2008 - October 2009
Partners and Simons August 2007 - March 2008
Emerson College January 2007 - May 2007
Gearon Hoffman January 2007 - May 2007
Skills
Social Media Marketing, Marketing Communications, Event Planning, Advertising, Research, Facebook, Editing, Public Speaking, Photoshop, Microsoft Office, Social Networking, Marketing Strategy, Copywriting, Employee Training, Writing, Organizational...
Education
Emerson College 2002 — 2007
Bachelor of Science, Political Communications
Penncrest HIgh School 1998 — 2002
General, General
Timothy Frankland Timothy Frankland's Commonwealth Financial Network Experience 2008 - 2011
Job Data and Decision Scientist
Industry Research
Experience
University of Hawaii at Manoa March 2013 - Present
UNC Greensboro August 2011 - December 2012
Commonwealth Financial Network 2008 - 2011
Fidelity Investments 2006 - 2008
Investors Bank & Trust 2003 - 2006
Skills
Access, Word, Stata, SQL, Excel, SAS, VBA, PowerPoint, Matlab, Process Improvement, Economics, Statistics, Microsoft Excel, Business Analysis, Leadership, Data Analysis, Management, Research
Education
University of North Carolina at Greensboro 2011 — 2012
MA, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2011
Mathematics
Harvard University 2009 — 2010
Economics
Case Western Reserve University 1999 — 2003
BS, Management
University of Hawaii at Manoa March 2013 - Present
UNC Greensboro August 2011 - December 2012
Commonwealth Financial Network 2008 - 2011
Fidelity Investments 2006 - 2008
Investors Bank & Trust 2003 - 2006
Skills
Access, Word, Stata, SQL, Excel, SAS, VBA, PowerPoint, Matlab, Process Improvement, Economics, Statistics, Microsoft Excel, Business Analysis, Leadership, Data Analysis, Management, Research
Education
University of North Carolina at Greensboro 2011 — 2012
MA, Applied Economics
University of Illinois at Urbana-Champaign 2009 — 2011
Mathematics
Harvard University 2009 — 2010
Economics
Case Western Reserve University 1999 — 2003
BS, Management
Mitchell Kaufman Mitchell Kaufman's Commonwealth Financial Network Experience May 2014 - July 2014
Job Prospective law school student
Industry Legal Services
Experience
Commonwealth Financial Network May 2014 - July 2014
Providence Sports + Entertainment December 2013 - January 2014
Brockton Rox May 2013 - August 2013
Camp Caribou For Boys June 2009 - August 2012
Skills
Event Planning, PowerPoint, Public Speaking, Social Media Marketing, Fundraising, Microsoft Word, Sports Marketing, Microsoft Excel, Teamwork, Sports Management, Event Management, Marketing, Leadership, Research
Education
Tulane University 2011 — 2015
Bachelor of Science in Management, Double Major in Marketing and Management, Graduated
Comillas Pontifical University 2013 — 2013
Fall of Junior Year
Sharon High School 2007 — 2011
Commonwealth Financial Network May 2014 - July 2014
Providence Sports + Entertainment December 2013 - January 2014
Brockton Rox May 2013 - August 2013
Camp Caribou For Boys June 2009 - August 2012
Skills
Event Planning, PowerPoint, Public Speaking, Social Media Marketing, Fundraising, Microsoft Word, Sports Marketing, Microsoft Excel, Teamwork, Sports Management, Event Management, Marketing, Leadership, Research
Education
Tulane University 2011 — 2015
Bachelor of Science in Management, Double Major in Marketing and Management, Graduated
Comillas Pontifical University 2013 — 2013
Fall of Junior Year
Sharon High School 2007 — 2011
Jessie Schroeder Jessie Schroeder's Commonwealth Financial Network Experience June 2007 - August 2008
Job Independent Contractor at js creative
Industry Music
Experience
JS Creative March 2015 - Present
Hopeless Records June 2014 - February 2015
Hopeless Records June 2012 - May 2014
Hopeless Records June 2011 - May 2012
Limelight Records March 2010 - May 2011
Elon University February 2010 - May 2011
Hopeless Records June 2010 - August 2010
Nimbit June 2009 - August 2009
Commonwealth Financial Network June 2007 - August 2008
Skills
Facebook, Final Cut Pro, Record Labels, Social Networking, Dreamweaver, YouTube, Management, Social Media Marketing, Photoshop, Marketing, OS X, Tumblr, iMovie, Nonprofits, Microsoft Office, Social Media, Program Management, Event Planning, PowerPoint
Education
Elon University 2007 — 2011
Bachelor’s Degree, Digital Communication and Media/Multimedia
JS Creative March 2015 - Present
Hopeless Records June 2014 - February 2015
Hopeless Records June 2012 - May 2014
Hopeless Records June 2011 - May 2012
Limelight Records March 2010 - May 2011
Elon University February 2010 - May 2011
Hopeless Records June 2010 - August 2010
Nimbit June 2009 - August 2009
Commonwealth Financial Network June 2007 - August 2008
Skills
Facebook, Final Cut Pro, Record Labels, Social Networking, Dreamweaver, YouTube, Management, Social Media Marketing, Photoshop, Marketing, OS X, Tumblr, iMovie, Nonprofits, Microsoft Office, Social Media, Program Management, Event Planning, PowerPoint
Education
Elon University 2007 — 2011
Bachelor’s Degree, Digital Communication and Media/Multimedia
Anthony Gallucci's Commonwealth Financial Network Experience October 2009 - August 2011
Job Multimedia Producer at Peoplefluent
Industry Entertainment
Experience
Peoplefluent July 2013 - Present
Self September 2012 - Present
Commonwealth Financial Network October 2009 - August 2011
Million Year Picnic September 2007 - June 2010
Skills
Video Editing, Lighting, Camera Operating, Sound, Electronics, Macintosh Applications, Final Cut Pro, Adobe, Comic Books, Comic Book Illustration, comic book history, Motion Graphics, Independent Film, Commercials, Feature Films, Videography, Digital Video, Camera, Non-linear Editing, Audio Editing, Soundtrack Pro, Final Draft, Celtx, Post Production, HD Video, Storyboarding, Short Films, Film, iMovie, Final Cut Studio, Media Production, Canon DSLR, Film Production, Photography, Sound Design, Blogging, Film Editing, Creative Writing, Documentaries, After Effects, Adobe Creative Suite, Logic Pro, Pro Tools, OS X, Entertainment, Visual Effects, DVD Studio Pro, Avid Media Composer, Screenwriting, Avid
Education
Boston University Center for Digital Imaging Arts 2013 — 2013
Certification, Cinematography and Film/Video Production
Cambridge College 2004 — 2005
Peoplefluent July 2013 - Present
Self September 2012 - Present
Commonwealth Financial Network October 2009 - August 2011
Million Year Picnic September 2007 - June 2010
Skills
Video Editing, Lighting, Camera Operating, Sound, Electronics, Macintosh Applications, Final Cut Pro, Adobe, Comic Books, Comic Book Illustration, comic book history, Motion Graphics, Independent Film, Commercials, Feature Films, Videography, Digital Video, Camera, Non-linear Editing, Audio Editing, Soundtrack Pro, Final Draft, Celtx, Post Production, HD Video, Storyboarding, Short Films, Film, iMovie, Final Cut Studio, Media Production, Canon DSLR, Film Production, Photography, Sound Design, Blogging, Film Editing, Creative Writing, Documentaries, After Effects, Adobe Creative Suite, Logic Pro, Pro Tools, OS X, Entertainment, Visual Effects, DVD Studio Pro, Avid Media Composer, Screenwriting, Avid
Education
Boston University Center for Digital Imaging Arts 2013 — 2013
Certification, Cinematography and Film/Video Production
Cambridge College 2004 — 2005
Angela Carothers Angela Carothers's Commonwealth Financial Network Experience August 2011 - May 2013
Job Training Media Specialist at New York University Global Technology Services
Industry Financial Services
Experience
New York University Global Technology Services June 2015 - Present
New York University July 2013 - Present
Commonwealth Financial Network August 2011 - May 2013
Georgetown University - Graduate School of Arts & Sciences August 2009 - May 2011
Skills
Research, Editing, Public Speaking, Proofreading, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Copy Editing, Microsoft Word, Document Management, Blogging, Teaching, Creative Writing, Writing, Higher Education
Education
Georgetown University 2009 — 2014
M.S., Linguistics (General)
University of Notre Dame 2005 — 2009
B.A., Liberal Studies (Great Books), Irish Language & Literature
New York University Global Technology Services June 2015 - Present
New York University July 2013 - Present
Commonwealth Financial Network August 2011 - May 2013
Georgetown University - Graduate School of Arts & Sciences August 2009 - May 2011
Skills
Research, Editing, Public Speaking, Proofreading, PowerPoint, Microsoft Office, Social Media, Microsoft Excel, Copy Editing, Microsoft Word, Document Management, Blogging, Teaching, Creative Writing, Writing, Higher Education
Education
Georgetown University 2009 — 2014
M.S., Linguistics (General)
University of Notre Dame 2005 — 2009
B.A., Liberal Studies (Great Books), Irish Language & Literature
Alexander Dinola's Commonwealth Financial Network Experience June 2014 - August 2014
Job Client account manager, BTS Asset Management
Industry Financial Services
Experience
Commonwealth Financial Network June 2014 - August 2014
Fidelity Investments November 2012 - May 2014
J.Crew December 2012 - January 2013
Ocean Edge Resort & Golf Club May 2012 - September 2012
Velico Medical, Inc. September 2011 - December 2011
Endicott College August 2010 - December 2011
J.Crew Group, Inc November 2010 - June 2011
City of Waltham January 2010 - January 2010
University of Massachusetts January 2009 - January 2009
Skills
Finance, Corporate Finance, Economics, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Public Speaking, Presentation Development, Data Analysis, Market Research, Investments, Time Management, Financial Services, Equities, Customer Service, Mutual Funds, Analysis, Quantitative Analytics
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration; Finance
Westford Academy 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Commonwealth Financial Network June 2014 - August 2014
Fidelity Investments November 2012 - May 2014
J.Crew December 2012 - January 2013
Ocean Edge Resort & Golf Club May 2012 - September 2012
Velico Medical, Inc. September 2011 - December 2011
Endicott College August 2010 - December 2011
J.Crew Group, Inc November 2010 - June 2011
City of Waltham January 2010 - January 2010
University of Massachusetts January 2009 - January 2009
Skills
Finance, Corporate Finance, Economics, Financial Analysis, Financial Reporting, Financial Modeling, Valuation, Microsoft Excel, Microsoft Word, Microsoft Office, Sales, Public Speaking, Presentation Development, Data Analysis, Market Research, Investments, Time Management, Financial Services, Equities, Customer Service, Mutual Funds, Analysis, Quantitative Analytics
Education
Endicott College 2008 — 2012
Bachelor of Science, Business Administration; Finance
Westford Academy 2004 — 2008
High School Diploma, High School/Secondary Diplomas and Certificates
Bryan Griffith Bryan Griffith's Commonwealth Financial Network Experience February 2005 - Present
Job Financial Advisor at Cornerstone Advisory Group, Inc.
Industry Financial Services
Experience
Commonwealth Financial Network February 2005 - Present
Principal Financial Group June 2004 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, 401k, Investment Management, Retirement Plan..., Qualified Retirement..., Fiduciary Services, Investment Policy..., Investment Policy..., Employee Wellness..., Financial Literacy..., Employee Benefits, 401k Rollovers, Series 7, Series 66, Series 63
Education
Fresno Pacific University 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Commonwealth Financial Network February 2005 - Present
Principal Financial Group June 2004 - February 2005
Skills
Retirement Planning, Wealth Management, Investments, 401k, Investment Management, Retirement Plan..., Qualified Retirement..., Fiduciary Services, Investment Policy..., Investment Policy..., Employee Wellness..., Financial Literacy..., Employee Benefits, 401k Rollovers, Series 7, Series 66, Series 63
Education
Fresno Pacific University 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Damon Harper's Commonwealth Financial Network Experience August 2015 - September 2015
Job Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2015 - September 2015
DentaQuest April 2015 - August 2015
Lion Resources Inc ( Re:sources IT ) a Publicis Group Company November 2014 - March 2015
Goodwin Procter LLP October 2013 - April 2014
McCarter & English, LLP September 2013 - October 2013
Wolf Greenfield & Sacks August 2013 - September 2013
Yawkey boys & girls club June 2013 - August 2013
Lasell College athletic dept February 2012 - June 2012
Lasell College business office December 2010 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Sales, Data Entry, Photocopier, Account Management, Office Equipment, Teaching, Administrative..., Accounts Payable, Filing, Fax, Spreadsheets
Education
Gordon Conwell Theological Seminary 2015 — 2022
Master's degree, Masters of divinity and urban church ministry
Lasell College 2006 — 2011
BA of science, Business Management
Randolph High School 2002 — 2006
Graduated, Accounting
Commonwealth Financial Network August 2015 - September 2015
DentaQuest April 2015 - August 2015
Lion Resources Inc ( Re:sources IT ) a Publicis Group Company November 2014 - March 2015
Goodwin Procter LLP October 2013 - April 2014
McCarter & English, LLP September 2013 - October 2013
Wolf Greenfield & Sacks August 2013 - September 2013
Yawkey boys & girls club June 2013 - August 2013
Lasell College athletic dept February 2012 - June 2012
Lasell College business office December 2010 - May 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Sales, Data Entry, Photocopier, Account Management, Office Equipment, Teaching, Administrative..., Accounts Payable, Filing, Fax, Spreadsheets
Education
Gordon Conwell Theological Seminary 2015 — 2022
Master's degree, Masters of divinity and urban church ministry
Lasell College 2006 — 2011
BA of science, Business Management
Randolph High School 2002 — 2006
Graduated, Accounting
Scott I. Walker Scott I. Walker's Commonwealth Financial Network Experience December 1998 - Present
Job Independent Financial Advisor through Commonwealth Financial Network / located in Cape Cod, MA
Industry Financial Services
Experience
Commonwealth Financial Network December 1998 - Present
Burlington Securities Corp. March 1992 - November 1998
Dominick & Dominick Inc. June 1990 - February 1992
Dougherty, Dawkins, Strand, & Yost February 1987 - May 1990
Skills
Series 24, Series 7, Series 63, Fixed Income Analysis, Fixed Income Portfolio..., Wealth Management, Municipal Bonds, Corporate Bonds, Treasury Securities, Mutual Funds, Equities, Trading, Electronic Trading..., FINRA, Bloomberg, Bond Markets, Fixed Income Strategies, High Net Worth..., Munis
Education
Colorado State University
Bachelor of Science (BS); Business Administration - Finance Concentration, Class of 1982
Commonwealth Financial Network December 1998 - Present
Burlington Securities Corp. March 1992 - November 1998
Dominick & Dominick Inc. June 1990 - February 1992
Dougherty, Dawkins, Strand, & Yost February 1987 - May 1990
Skills
Series 24, Series 7, Series 63, Fixed Income Analysis, Fixed Income Portfolio..., Wealth Management, Municipal Bonds, Corporate Bonds, Treasury Securities, Mutual Funds, Equities, Trading, Electronic Trading..., FINRA, Bloomberg, Bond Markets, Fixed Income Strategies, High Net Worth..., Munis
Education
Colorado State University
Bachelor of Science (BS); Business Administration - Finance Concentration, Class of 1982
Sarah Hargreaves Sarah Hargreaves's Commonwealth Financial Network Experience May 2015 - August 2015
Job Marketing Intern at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Elon Admissions September 2013 - Present
Commonwealth Financial Network May 2015 - August 2015
MAHI GOLD May 2014 - August 2014
Chatham Yacht Club June 2008 - August 2014
Wequassett Resort and Golf Club June 2013 - August 2013
Skills
Social Networking, Facebook, Social Media, PowerPoint, Creative Problem Solving, Online Marketing, Social Media Marketing, Event Planning, Critical Thinking, Microsoft Office, Sailing, Microsoft Word, Market Research, Microsoft Excel, Teamwork, Leadership, Public Speaking, Retail Sales, Organization Skills, Time Management, Research
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor’s Degree, Marketing and Finance
Accademia Europea di Firenze 2014 — 2014
Elon Admissions September 2013 - Present
Commonwealth Financial Network May 2015 - August 2015
MAHI GOLD May 2014 - August 2014
Chatham Yacht Club June 2008 - August 2014
Wequassett Resort and Golf Club June 2013 - August 2013
Skills
Social Networking, Facebook, Social Media, PowerPoint, Creative Problem Solving, Online Marketing, Social Media Marketing, Event Planning, Critical Thinking, Microsoft Office, Sailing, Microsoft Word, Market Research, Microsoft Excel, Teamwork, Leadership, Public Speaking, Retail Sales, Organization Skills, Time Management, Research
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor’s Degree, Marketing and Finance
Accademia Europea di Firenze 2014 — 2014
Briana (Ryan) Rhein Briana (Ryan) Rhein's Commonwealth Financial Network Experience April 2014 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
Back Office Support Service June 2012 - April 2014
JPMorgan Chase June 2011 - June 2012
JPMorgan Chase July 2008 - June 2011
Skills
Customer Service, Leadership, Account Management, Outlook, Microsoft Excel, Process Improvement
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelors of Science, Business Administration- Management, 3.85 Summa Cum Laude
Commonwealth Financial Network April 2014 - Present
Back Office Support Service June 2012 - April 2014
JPMorgan Chase June 2011 - June 2012
JPMorgan Chase July 2008 - June 2011
Skills
Customer Service, Leadership, Account Management, Outlook, Microsoft Excel, Process Improvement
Education
California State University-San Marcos - College of Business Administration 2006 — 2011
Bachelors of Science, Business Administration- Management, 3.85 Summa Cum Laude
Allison Love Allison Love's Commonwealth Financial Network Experience 2005 - 2009
Job Account Executive at WCVBTV BOSTON
Industry Broadcast Media
Experience
WCVB-TV BOSTON July 2012 - Present
FOX25 WFXT-TV BOSTON October 2010 - July 2012
Commonwealth Financial Network 2005 - 2009
Skills
Social Media, Advertising, Social Media Marketing, Account Management, Event Planning, Marketing, Marketing Communications, Sales, Public Relations, Media Relations, Event Management, PowerPoint, Microsoft Excel, Public Speaking, Facebook, Business Development, Marketing Strategy, Digital Media, Integrated Marketing, Online Advertising, Digital Marketing, Social Networking
Education
Georgetown University 2009 — 2010
Masters, Sports Marketing
Tufts University 2001 — 2005
BA, Economics
WCVB-TV BOSTON July 2012 - Present
FOX25 WFXT-TV BOSTON October 2010 - July 2012
Commonwealth Financial Network 2005 - 2009
Skills
Social Media, Advertising, Social Media Marketing, Account Management, Event Planning, Marketing, Marketing Communications, Sales, Public Relations, Media Relations, Event Management, PowerPoint, Microsoft Excel, Public Speaking, Facebook, Business Development, Marketing Strategy, Digital Media, Integrated Marketing, Online Advertising, Digital Marketing, Social Networking
Education
Georgetown University 2009 — 2010
Masters, Sports Marketing
Tufts University 2001 — 2005
BA, Economics
Eric Lemke's Commonwealth Financial Network Experience December 2013 - November 2014
Job Associate TV Account Manager at ESPN
Industry Broadcast Media
Experience
TV Ad Operations ESPN November 2014 - Present
Commonwealth Financial Network December 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Daly Insurance Brokerage Services LLC June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Word, PowerPoint, Databases, Social Media, Salesforce.com, Marketing, Agency Work, Investments, Mutual Funds, Human Resources, Editing, Insurance, Access, Time Management, Leadership, SQL, Cost Basis, Retirement, Analytics, Reporting & Analysis, Research
Education
Endicott College 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Endicott College 2009 — 2013
Bachelor's degree, Computer Information Systems
TV Ad Operations ESPN November 2014 - Present
Commonwealth Financial Network December 2013 - November 2014
Merrill Lynch September 2012 - December 2012
Daly Insurance Brokerage Services LLC June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Wealth Management, Microsoft Word, PowerPoint, Databases, Social Media, Salesforce.com, Marketing, Agency Work, Investments, Mutual Funds, Human Resources, Editing, Insurance, Access, Time Management, Leadership, SQL, Cost Basis, Retirement, Analytics, Reporting & Analysis, Research
Education
Endicott College 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems
Endicott College 2009 — 2013
Bachelor's degree, Computer Information Systems
Kelsey Conklin's Commonwealth Financial Network Experience April 2014 - Present
Job Transition Coordinator at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
Capital Wealth Management, LLC December 2007 - April 2014
Capital Wealth Management, LLC 2011 - 2012
Capital Wealth Management, LLC 2007 - 2011
Skills
Mutual Funds, Series 7, Series 6, series 63, Recruiting, FINRA, Securities, Wealth Management, Financial Services, Uniform Combined State..., Investments, Asset Allocation, Equities, Risk Management, Microsoft Excel, Windows Sharepoint..., Junxure, Goldmine, Morningstar, OneNote
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Commonwealth Financial Network April 2014 - Present
Capital Wealth Management, LLC December 2007 - April 2014
Capital Wealth Management, LLC 2011 - 2012
Capital Wealth Management, LLC 2007 - 2011
Skills
Mutual Funds, Series 7, Series 6, series 63, Recruiting, FINRA, Securities, Wealth Management, Financial Services, Uniform Combined State..., Investments, Asset Allocation, Equities, Risk Management, Microsoft Excel, Windows Sharepoint..., Junxure, Goldmine, Morningstar, OneNote
Education
Eastern Connecticut State University 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Michelle Chagnon's Commonwealth Financial Network Experience July 2001 - February 2009
Job Activity Coordinator at Allen House for Memory Care at Springhouse Assisted Living
Industry Hospital & Health Care
Experience
Connect w/ Music December 2000 - Present
Springhouse Assisted Living December 2014 - Present
EPOCH Senior Living July 2013 - November 2014
The Leonard Florence Center for Living February 2010 - November 2012
Commonwealth Financial Network July 2001 - February 2009
Whitney Place at Natick October 1999 - August 2000
Mayor Michael J. Neville Manor January 1996 - October 1999
Carleton Willard Village December 1993 - January 1996
Walter E. Fernald State School June 1988 - December 1993
Skills
piano, guitar, voice - alto, Healthcare, Social Services, Clinical, Elder Care, Community Outreach, Alzheimer's disease, Long-term Care, Seniors, LTC culture change, Piano, Mental Health, Home Care, Guitar, Medicare, Medicaid, Healthcare Management, Nonprofits, Gerontology, Behavioral Health, Hospitals, Nursing, Case Managment, Compassion, Music Therapy, Therapeutic Recreation, Rehabilitation, Developmental..., Care Planning, Patient Advocacy, Therapists, Alzheimer's Care, MDS 3.0, Treatment, Staff Development, Case Management, Independent Living, Palliative Care, Cognition, End of Life, Alzheimer's Disease
Education
Emmanuel College 1981 — 1985
B.A., Music Therapy
Holyoke Community College 1976 — 1978
Associates Degree, Music Education
Northampton High School
Connect w/ Music December 2000 - Present
Springhouse Assisted Living December 2014 - Present
EPOCH Senior Living July 2013 - November 2014
The Leonard Florence Center for Living February 2010 - November 2012
Commonwealth Financial Network July 2001 - February 2009
Whitney Place at Natick October 1999 - August 2000
Mayor Michael J. Neville Manor January 1996 - October 1999
Carleton Willard Village December 1993 - January 1996
Walter E. Fernald State School June 1988 - December 1993
Skills
piano, guitar, voice - alto, Healthcare, Social Services, Clinical, Elder Care, Community Outreach, Alzheimer's disease, Long-term Care, Seniors, LTC culture change, Piano, Mental Health, Home Care, Guitar, Medicare, Medicaid, Healthcare Management, Nonprofits, Gerontology, Behavioral Health, Hospitals, Nursing, Case Managment, Compassion, Music Therapy, Therapeutic Recreation, Rehabilitation, Developmental..., Care Planning, Patient Advocacy, Therapists, Alzheimer's Care, MDS 3.0, Treatment, Staff Development, Case Management, Independent Living, Palliative Care, Cognition, End of Life, Alzheimer's Disease
Education
Emmanuel College 1981 — 1985
B.A., Music Therapy
Holyoke Community College 1976 — 1978
Associates Degree, Music Education
Northampton High School
Tara Healey's Commonwealth Financial Network Experience March 2012 - July 2014
Job Business Owner at Tower Grove Technologies, LLC
Industry Information Technology and Services
Experience
Tower Grove Technologies, LLC August 2014 - Present
Commonwealth Financial Network March 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2012
Pathfinder International July 2011 - August 2011
Temple Logic August 2010 - May 2011
House of Blues January 2009 - August 2010
C.B. Sullivan March 2005 - August 2010
Guild of Boston Artists January 2010 - May 2010
Skills
Social Networking, Event Planning, PowerPoint, Microsoft Word, Facebook, Outlook, Social Media, Microsoft Excel, Microsoft Office, HTML, Data Entry, Customer Service, Workshop Facilitation, Event Management, Organization, JavaScript, jQuery, Web Content Management, Responsive Web Design, WordPress, Front-end Development
Education
Emmanuel College 2006 — 2011
Bachelors Degree, English Communications, Studio Art
Tower Grove Technologies, LLC August 2014 - Present
Commonwealth Financial Network March 2012 - July 2014
John Hancock Life Insurance Company (U.S.A.) September 2011 - March 2012
Pathfinder International July 2011 - August 2011
Temple Logic August 2010 - May 2011
House of Blues January 2009 - August 2010
C.B. Sullivan March 2005 - August 2010
Guild of Boston Artists January 2010 - May 2010
Skills
Social Networking, Event Planning, PowerPoint, Microsoft Word, Facebook, Outlook, Social Media, Microsoft Excel, Microsoft Office, HTML, Data Entry, Customer Service, Workshop Facilitation, Event Management, Organization, JavaScript, jQuery, Web Content Management, Responsive Web Design, WordPress, Front-end Development
Education
Emmanuel College 2006 — 2011
Bachelors Degree, English Communications, Studio Art
David J. Kenny, Jr David J. Kenny, Jr's Commonwealth Financial Network Experience January 2011 - April 2011
Job Senior Vice President, Capital Markets; Supervisor, Trade Desk
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. September 2015 - Present
Winslow Evans & Crocker April 2011 - Present
Commonwealth Financial Network January 2011 - April 2011
Commonwealth Financial Network January 2007 - December 2010
Skills
Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Trading, Equities, Capital Markets, Equity Capital Markets, Fixed Income, Mutual Funds, Securities, Investments, Alternative Investments
Education
George Mason University 1993 — 1997
B.S., Finance
Winslow, Evans & Crocker, Inc. September 2015 - Present
Winslow Evans & Crocker April 2011 - Present
Commonwealth Financial Network January 2011 - April 2011
Commonwealth Financial Network January 2007 - December 2010
Skills
Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Trading, Equities, Capital Markets, Equity Capital Markets, Fixed Income, Mutual Funds, Securities, Investments, Alternative Investments
Education
George Mason University 1993 — 1997
B.S., Finance
Nicholas Girard's Commonwealth Financial Network Experience February 2013 - Present
Job Support Engineer at Commonwealth Financial Network
Industry Retail
Experience
Commonwealth Financial Network February 2013 - Present
McLean Hospital October 2011 - February 2013
Berkshire Photovoltaic Services February 2010 - September 2011
CSN Stores September 2008 - August 2009
CW Construction May 2004 - August 2008
Net Atlantic, Inc. January 2006 - May 2006
Skills
JavaScript, CSS, ASP, HTML, Web Development, SQL, PHP, MySQL, .NET, ASP.NET, Adobe Creative Suite, Software Development, C#, Programming, AJAX
Education
Endicott College 2004 — 2008
Bachelors, Computer Science/Criminal Justice
Commonwealth Financial Network February 2013 - Present
McLean Hospital October 2011 - February 2013
Berkshire Photovoltaic Services February 2010 - September 2011
CSN Stores September 2008 - August 2009
CW Construction May 2004 - August 2008
Net Atlantic, Inc. January 2006 - May 2006
Skills
JavaScript, CSS, ASP, HTML, Web Development, SQL, PHP, MySQL, .NET, ASP.NET, Adobe Creative Suite, Software Development, C#, Programming, AJAX
Education
Endicott College 2004 — 2008
Bachelors, Computer Science/Criminal Justice
Nicole Casey Nicole Casey's Commonwealth Financial Network Experience September 2009 - June 2013
Job Sales Director Lipper, Thomson Reuters
Industry Financial Services
Experience
Lipper, A Thomson Reuters Company June 2013 - Present
Commonwealth Financial Network September 2009 - June 2013
Commonwealth Financial Network August 2008 - September 2009
Commonwealth Financial Network March 2007 - August 2008
Americorps September 2005 - July 2006
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
Siena College 2001 — 2005
BA, Mathematics
Lipper, A Thomson Reuters Company June 2013 - Present
Commonwealth Financial Network September 2009 - June 2013
Commonwealth Financial Network August 2008 - September 2009
Commonwealth Financial Network March 2007 - August 2008
Americorps September 2005 - July 2006
Education
Northeastern University - Graduate School of Business Administration 2010 — 2012
MBA
Siena College 2001 — 2005
BA, Mathematics
Brian Price, CFA Brian Price, CFA's Commonwealth Financial Network Experience January 2013 - Present
Job VP, Investment Management and Research at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network April 2012 - January 2013
Commonwealth Financial Network January 2009 - April 2012
Commonwealth Financial Network January 2005 - January 2009
Education
Georgetown University 1994 — 1998
Bachelor of Arts (BA), American Government
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network April 2012 - January 2013
Commonwealth Financial Network January 2009 - April 2012
Commonwealth Financial Network January 2005 - January 2009
Education
Georgetown University 1994 — 1998
Bachelor of Arts (BA), American Government
Sarah Andreozzi Sarah Andreozzi's Commonwealth Financial Network Experience April 2015 - Present
Job HR Business Partner at Commonwealth Financial Network
Industry Human Resources
Experience
Commonwealth Financial Network April 2015 - Present
Commonwealth Financial Network March 2014 - Present
Beltone New England May 2010 - February 2014
Northeast Volunteer Optometric Services to Humanity (NEVOSH) January 2009 - January 2012
Campbell, Campbell, Edwards & Conroy PC August 2008 - May 2010
Hood Law Firm, LLC May 2007 - June 2008
Skills
Microsoft Office, Marketing, Speech, Healthcare, Marketing Communications, Medical Devices, Microsoft Excel, Marketing Strategy, Customer Service, Customer Support, Employee Training, Sales, Trials, New Business Development, Account Management, Management, Sales Operations, Social Media
Education
College of Charleston 2003 — 2007
BA, Corporate Communications, Minor Sociology
Queens University of Charlotte 2002 — 2003
Commonwealth Financial Network April 2015 - Present
Commonwealth Financial Network March 2014 - Present
Beltone New England May 2010 - February 2014
Northeast Volunteer Optometric Services to Humanity (NEVOSH) January 2009 - January 2012
Campbell, Campbell, Edwards & Conroy PC August 2008 - May 2010
Hood Law Firm, LLC May 2007 - June 2008
Skills
Microsoft Office, Marketing, Speech, Healthcare, Marketing Communications, Medical Devices, Microsoft Excel, Marketing Strategy, Customer Service, Customer Support, Employee Training, Sales, Trials, New Business Development, Account Management, Management, Sales Operations, Social Media
Education
College of Charleston 2003 — 2007
BA, Corporate Communications, Minor Sociology
Queens University of Charlotte 2002 — 2003
Trip Smith's Commonwealth Financial Network Experience July 2010 - August 2010
Job Associate Investment Director at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates January 2015 - Present
Cambridge Associates December 2013 - December 2014
Cambridge Associates July 2012 - December 2013
Clough Capital Partners, L.P. June 2011 - August 2011
Commonwealth Financial Network July 2010 - August 2010
Earthwatch Institute May 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Data Analysis
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
Cambridge Associates January 2015 - Present
Cambridge Associates December 2013 - December 2014
Cambridge Associates July 2012 - December 2013
Clough Capital Partners, L.P. June 2011 - August 2011
Commonwealth Financial Network July 2010 - August 2010
Earthwatch Institute May 2009 - August 2009
Skills
Financial Modeling, Microsoft Office, Data Analysis
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Economics
John Caggiano, LUTCF, CLTC, ChFC's Commonwealth Financial Network Experience August 2003 - January 2009
Job Financial Planner at Northeast Planning Associates, Inc.
Industry Financial Services
Experience
Northeast Planning Associates, Inc. September 2008 - Present
Commonwealth Financial Network August 2003 - January 2009
Skills
Securities, FINRA, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 7, Investment Advisory, Estate Planning, Fixed Annuities, Financial Planners, Strategic Financial..., IRAs, Wealth Accumulation, Investment Strategies
Education
Campbell University
Northeast Planning Associates, Inc. September 2008 - Present
Commonwealth Financial Network August 2003 - January 2009
Skills
Securities, FINRA, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Series 7, Investment Advisory, Estate Planning, Fixed Annuities, Financial Planners, Strategic Financial..., IRAs, Wealth Accumulation, Investment Strategies
Education
Campbell University
Vannak Sao's Commonwealth Financial Network Experience February 2013 - May 2013
Job CSA at Commonwealth Financial Network
Industry Financial Services
Experience
All Star Staffing, LLC June 2015 - Present
Jack Wills 2014 - 2014
Commonwealth Financial Network February 2013 - May 2013
Tangierino August 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Mercer June 2007 - September 2011
Amtec Inc February 2006 - January 2007
Skills
401k, Financial Services, Employee Benefits, Pensions, Defined Benefit, Mutual Funds, Investments, Retirement, Securities, Insurance, Series 7, Retirement Planning, Series 63, ERISA, Wealth Management, Series 6, Strategic Financial..., Microsoft Office, Finance, Microsoft Excel, Microsoft Word
Education
Community College of Rhode Island 2000 — 2002
Associates, General Studies
Attleboro High School
Community College of Rhode Island
All Star Staffing, LLC June 2015 - Present
Jack Wills 2014 - 2014
Commonwealth Financial Network February 2013 - May 2013
Tangierino August 2012 - October 2012
Merrill Lynch January 2012 - March 2012
Mercer June 2007 - September 2011
Amtec Inc February 2006 - January 2007
Skills
401k, Financial Services, Employee Benefits, Pensions, Defined Benefit, Mutual Funds, Investments, Retirement, Securities, Insurance, Series 7, Retirement Planning, Series 63, ERISA, Wealth Management, Series 6, Strategic Financial..., Microsoft Office, Finance, Microsoft Excel, Microsoft Word
Education
Community College of Rhode Island 2000 — 2002
Associates, General Studies
Attleboro High School
Community College of Rhode Island
Craig Murphy's Commonwealth Financial Network Experience November 2005 - March 2008
Job IT Manager at The Paper Store
Industry Information Technology and Services
Experience
The Paper Store December 2013 - Present
CM Internet Solutions April 2001 - Present
Lionbridge Technologies April 2008 - December 2013
Commonwealth Financial Network November 2005 - March 2008
U-Haul International, Inc. November 2004 - October 2005
Skills
Customer Service, Desktop Support, Desktop Publishing, Windows 7, Windows XP Professional, Windows Server, Active Directory, Server Administration, Server Management, Network Administration, Cisco, Excel, Access, Database Administration, ColdFusion, Web Design, Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, iPhone, Home Theater, Windows 8, Apple iOS Support, SQL, Technical Support, XP, Computer Hardware, Windows XP, Windows
Education
Microsoft Certifications 2005 — 2011
Microsoft Certified Desktop Support Technician, Windows XP, Windows 7
Clark University 2002 — 2003
Master Certificate, eCommerce, Web Design, Graphic Design
J. P. Keefe Technical H. S. 1996 — 2000
The Paper Store December 2013 - Present
CM Internet Solutions April 2001 - Present
Lionbridge Technologies April 2008 - December 2013
Commonwealth Financial Network November 2005 - March 2008
U-Haul International, Inc. November 2004 - October 2005
Skills
Customer Service, Desktop Support, Desktop Publishing, Windows 7, Windows XP Professional, Windows Server, Active Directory, Server Administration, Server Management, Network Administration, Cisco, Excel, Access, Database Administration, ColdFusion, Web Design, Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, iPhone, Home Theater, Windows 8, Apple iOS Support, SQL, Technical Support, XP, Computer Hardware, Windows XP, Windows
Education
Microsoft Certifications 2005 — 2011
Microsoft Certified Desktop Support Technician, Windows XP, Windows 7
Clark University 2002 — 2003
Master Certificate, eCommerce, Web Design, Graphic Design
J. P. Keefe Technical H. S. 1996 — 2000
Maria Eichenwald Slowe Maria Eichenwald Slowe's Commonwealth Financial Network Experience February 2007 - November 2007
Job
Industry Investment Management
Experience
Virginia529 College Savings Plan June 2013 - Present
Thomson Reuters February 2013 - April 2013
CB&H Wealth Management March 2012 - December 2012
Enterprise Bank (Enterprise Bancorp) May 2008 - November 2011
Commonwealth Financial Network February 2007 - November 2007
Kobren Insight Management March 2005 - March 2006
Commonwealth Financial Network April 1999 - February 2005
Skills
Strategic Financial..., Investments, Investment Compliance, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Financial Services, Banking, Investment Management, Investment Advisory, Equities, Fixed Income, Management, Due Diligence, Alternative Investments, Trading, Series 7, Asset Allocation, Retirement Planning, Asset Management
Education
College for Financial Planning 2014 — 2015
APMA, Accredited Portfolio Management Advisor
Merrimack College 2010 — 2012
Certificate, Financial Planning
Stony Brook University
Bachelors of Science, Mathematics & Psychology
Virginia529 College Savings Plan June 2013 - Present
Thomson Reuters February 2013 - April 2013
CB&H Wealth Management March 2012 - December 2012
Enterprise Bank (Enterprise Bancorp) May 2008 - November 2011
Commonwealth Financial Network February 2007 - November 2007
Kobren Insight Management March 2005 - March 2006
Commonwealth Financial Network April 1999 - February 2005
Skills
Strategic Financial..., Investments, Investment Compliance, Portfolio Management, Wealth Management, Leadership, Mutual Funds, Financial Services, Banking, Investment Management, Investment Advisory, Equities, Fixed Income, Management, Due Diligence, Alternative Investments, Trading, Series 7, Asset Allocation, Retirement Planning, Asset Management
Education
College for Financial Planning 2014 — 2015
APMA, Accredited Portfolio Management Advisor
Merrimack College 2010 — 2012
Certificate, Financial Planning
Stony Brook University
Bachelors of Science, Mathematics & Psychology
Andrew Kitchings, CAIA, ERP Andrew Kitchings, CAIA, ERP's Commonwealth Financial Network Experience September 2014 - Present
Job Investment Analyst at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network September 2014 - Present
LPL August 2009 - August 2014
Bank of America May 2007 - January 2009
Bank of America May 2006 - November 2007
Bank of America August 2005 - May 2006
Trusco Capital Management June 2004 - August 2004
Skills
Investment Strategies, Equity Research, Investments, Alternative Investments, Investment Advisory, Bloomberg, Mutual Funds, Financial Advisory, ETFs, Investment Products, Hedge Funds, Fixed Income Research, Qualitative Research, Quantitative Research, Global Macro, Event Driven, Special Situations, FactSet, Microsoft Office, Morningstar Direct, Investment Management, Equities, Fixed Income, Asset Allocation, Due Diligence, Operational Due...
Education
Emory University 2001 — 2005
BA, Economics and History (Concentration in East Asian Studies)
University of Melbourne 2003 — 2003
Economics
Westminster School
Commonwealth Financial Network September 2014 - Present
LPL August 2009 - August 2014
Bank of America May 2007 - January 2009
Bank of America May 2006 - November 2007
Bank of America August 2005 - May 2006
Trusco Capital Management June 2004 - August 2004
Skills
Investment Strategies, Equity Research, Investments, Alternative Investments, Investment Advisory, Bloomberg, Mutual Funds, Financial Advisory, ETFs, Investment Products, Hedge Funds, Fixed Income Research, Qualitative Research, Quantitative Research, Global Macro, Event Driven, Special Situations, FactSet, Microsoft Office, Morningstar Direct, Investment Management, Equities, Fixed Income, Asset Allocation, Due Diligence, Operational Due...
Education
Emory University 2001 — 2005
BA, Economics and History (Concentration in East Asian Studies)
University of Melbourne 2003 — 2003
Economics
Westminster School
Priyanka Bansal Priyanka Bansal's Commonwealth Financial Network Experience September 2011 - April 2012
Job Relational DB Analyst at RBS Citizens Group
Industry Management Consulting
Experience
RBS Citizens Group April 2012 - Present
Commonwealth Financial Network September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2010 - September 2011
Charles River Associates November 2008 - October 2010
Steria August 2006 - October 2008
Fidelity Bank January 2006 - July 2006
IBM January 2004 - January 2006
Skills
ASP.NET, C#, VB.NET, SSRS, .NET, Crystal Reports, Microsoft SQL Server, Microsoft Certified..., Microsoft Dynamics, Livelink, Oracle Certified..., SSIS, Oracle, SDLC, Agile Methodologies
Education
Maharshi Dayanand University 2001 — 2004
Master in Computer Application, Computer Science, A
Delhi University 1999 — 2001
Bachelor in Maths Hons, Maths, A
RBS Citizens Group April 2012 - Present
Commonwealth Financial Network September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2010 - September 2011
Charles River Associates November 2008 - October 2010
Steria August 2006 - October 2008
Fidelity Bank January 2006 - July 2006
IBM January 2004 - January 2006
Skills
ASP.NET, C#, VB.NET, SSRS, .NET, Crystal Reports, Microsoft SQL Server, Microsoft Certified..., Microsoft Dynamics, Livelink, Oracle Certified..., SSIS, Oracle, SDLC, Agile Methodologies
Education
Maharshi Dayanand University 2001 — 2004
Master in Computer Application, Computer Science, A
Delhi University 1999 — 2001
Bachelor in Maths Hons, Maths, A
Graham Whitelaw, CFA's Commonwealth Financial Network Experience November 2010 - September 2012
Job Quantitative Analytics at FactSet
Industry Investment Management
Experience
FactSet May 2015 - Present
FactSet April 2014 - May 2015
FactSet Research Systems October 2012 - April 2014
Commonwealth Financial Network November 2010 - September 2012
Skills
Marketing, Financial Analysis, Business Strategy, Series 7, Financial Modeling, Equities, Mutual Funds, Fixed Income, Investments, Salesforce.com, Financial Services
Education
Endicott College 2006 — 2010
BS, Major in Finance, Minor in Computer Science
Cheverus High School
Cheverus High School
FactSet May 2015 - Present
FactSet April 2014 - May 2015
FactSet Research Systems October 2012 - April 2014
Commonwealth Financial Network November 2010 - September 2012
Skills
Marketing, Financial Analysis, Business Strategy, Series 7, Financial Modeling, Equities, Mutual Funds, Fixed Income, Investments, Salesforce.com, Financial Services
Education
Endicott College 2006 — 2010
BS, Major in Finance, Minor in Computer Science
Cheverus High School
Cheverus High School
Joao P. Vicente, CISSP Joao P. Vicente, CISSP's Commonwealth Financial Network Experience August 2015 - Present
Job Information Security Engineer at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network August 2015 - Present
102nd Network Warfare Squadron RI Air National Guard 2003 - Present
Blue Cross & Blue Shield of Rhode Island June 2013 - July 2015
Rapid7 October 2012 - June 2013
MIT Lincoln Laboratory September 2008 - September 2012
ASFT July 2004 - September 2008
US Air Force Reserve May 1999 - September 2003
Skills
Security, Windows, Active Directory, Servers, Testing, System Administration, Operating Systems, Software Installation, Installation, Linux, Workstations, RHEL, Microsoft Office, Hardware, Windows Server 2003, DoD, Deployment, Computer Security, Information Assurance, Windows Server, Vulnerability Assessment, VMware, Security Clearance, Troubleshooting, Network Security, Network Administration, Patch Management, CISSP, System Deployment, Vulnerability Management, Information Security, DIACAP, CEH, Intrusion Detection, Security, Disaster Recovery, Information Security..., FISMA, Vulnerability Scanning, IDS, Virtualization, VMware ESX, CISA, Risk Assessment, Windows 7, Cisco Technologies, C, Application Security, NIST, Security Management
Education
Capitol College 2010 — 2013
MSIA, Information Assurance
Johnson & Wales University 2000 — 2003
BS, Information Science
Commonwealth Financial Network August 2015 - Present
102nd Network Warfare Squadron RI Air National Guard 2003 - Present
Blue Cross & Blue Shield of Rhode Island June 2013 - July 2015
Rapid7 October 2012 - June 2013
MIT Lincoln Laboratory September 2008 - September 2012
ASFT July 2004 - September 2008
US Air Force Reserve May 1999 - September 2003
Skills
Security, Windows, Active Directory, Servers, Testing, System Administration, Operating Systems, Software Installation, Installation, Linux, Workstations, RHEL, Microsoft Office, Hardware, Windows Server 2003, DoD, Deployment, Computer Security, Information Assurance, Windows Server, Vulnerability Assessment, VMware, Security Clearance, Troubleshooting, Network Security, Network Administration, Patch Management, CISSP, System Deployment, Vulnerability Management, Information Security, DIACAP, CEH, Intrusion Detection, Security, Disaster Recovery, Information Security..., FISMA, Vulnerability Scanning, IDS, Virtualization, VMware ESX, CISA, Risk Assessment, Windows 7, Cisco Technologies, C, Application Security, NIST, Security Management
Education
Capitol College 2010 — 2013
MSIA, Information Assurance
Johnson & Wales University 2000 — 2003
BS, Information Science
Collin Ross Collin Ross's Commonwealth Financial Network Experience May 2014 - Present
Job Operations Priority Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Commonwealth Financial Network January 2013 - May 2014
The Princeton Review October 2012 - January 2013
Skills
Series 7, Series 66, Financial Operations, Real Estate License, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Microsoft Office, Research, Microsoft Word, Financial Modeling, Customer Service, Accounting, Statistics, Economics
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Xaverian Brothers High School 2004 — 2008
Commonwealth Financial Network May 2014 - Present
Commonwealth Financial Network January 2013 - May 2014
The Princeton Review October 2012 - January 2013
Skills
Series 7, Series 66, Financial Operations, Real Estate License, PowerPoint, Microsoft Excel, Financial Analysis, Data Analysis, Microsoft Office, Research, Microsoft Word, Financial Modeling, Customer Service, Accounting, Statistics, Economics
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Xaverian Brothers High School 2004 — 2008
Jeff Gray JD, MBA's Commonwealth Financial Network Experience April 2006 - August 2007
Job Legal Consultant at Update Legal
Industry Legal Services
Experience
Beacon Hill Staffing Group February 2010 - February 2010
Update Legal September 2009 - December 2009
Special Counsel September 2007 - December 2009
Commonwealth Financial Network April 2006 - August 2007
Special Counsel January 2005 - March 2006
FleetBoston Financial June 2001 - July 2003
BankBoston June 1998 - May 2001
BankBoston July 1997 - May 1998
BankBoston March 1997 - June 1997
Scitex America September 1996 - February 1997
Skills
Business Development, Succession Planning, Marketing, Operational Efficiency, Human Resources, Consulting, Business, Litigation Support, Employment Law, Recruiting, Legal Compliance, Corporate Law, Due Diligence, Management, Document Review, Westlaw, Analysis, Litigation, Training, Financial Services, Legal Writing, Legal Research, Insurance, Finance, Estate Planning, Mergers & Acquisitions, Employee Benefits, Securities, Bankruptcy, Corporate Governance, Policy
Education
Suffolk University - Sawyer Business School 2000 — 2004
M.B.A., Organizational Behavior
Suffolk University Law School 1986 — 1992
J.D., Law
Connecticut College 1976 — 1980
B.A., Economics
Wilton High School 1972 — 1976
St. Mary's School, Ridgefield, CT
Beacon Hill Staffing Group February 2010 - February 2010
Update Legal September 2009 - December 2009
Special Counsel September 2007 - December 2009
Commonwealth Financial Network April 2006 - August 2007
Special Counsel January 2005 - March 2006
FleetBoston Financial June 2001 - July 2003
BankBoston June 1998 - May 2001
BankBoston July 1997 - May 1998
BankBoston March 1997 - June 1997
Scitex America September 1996 - February 1997
Skills
Business Development, Succession Planning, Marketing, Operational Efficiency, Human Resources, Consulting, Business, Litigation Support, Employment Law, Recruiting, Legal Compliance, Corporate Law, Due Diligence, Management, Document Review, Westlaw, Analysis, Litigation, Training, Financial Services, Legal Writing, Legal Research, Insurance, Finance, Estate Planning, Mergers & Acquisitions, Employee Benefits, Securities, Bankruptcy, Corporate Governance, Policy
Education
Suffolk University - Sawyer Business School 2000 — 2004
M.B.A., Organizational Behavior
Suffolk University Law School 1986 — 1992
J.D., Law
Connecticut College 1976 — 1980
B.A., Economics
Wilton High School 1972 — 1976
St. Mary's School, Ridgefield, CT
Brian Giue's Commonwealth Financial Network Experience June 2015 - Present
Job Team Lead Surveillance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network April 2011 - June 2015
Commonwealth Financial Network July 2008 - April 2011
Raymond James Financial Services July 2006 - July 2008
Franklin Templeton Investments December 2004 - July 2006
Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management
Education
Eckerd College 2000 — 2004
B.S., Economics
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network April 2011 - June 2015
Commonwealth Financial Network July 2008 - April 2011
Raymond James Financial Services July 2006 - July 2008
Franklin Templeton Investments December 2004 - July 2006
Skills
Securities, FINRA, Series 7, Financial Risk, Series 24, Uniform Combined State..., AML, Mutual Funds, Compliance, Risk Management, Investments, Risk Assessment, Series 6, Anti Money Laundering, Surveillance, Financial Services, Finance, Risk, Auditing, Series 53, Series 66, Series 4, Wealth Management
Education
Eckerd College 2000 — 2004
B.S., Economics
Elizabeth Lohnes's Commonwealth Financial Network Experience January 2007 - May 2007
Job Director of Communications at Park Street Church
Industry Graphic Design
Experience
Park Street Church September 2011 - Present
Goodwin Proctor September 2007 - January 2011
Commonwealth Financial Network January 2007 - May 2007
Park Street Church 2006 - 2006
Pinnacle Ministries 1998 - 2003
Skills
Writing, Graphic Design, Web, Editing, Public Speaking, Copywriting, Volunteer Management, Event Planning
Education
Suffolk University Law School 2002 — 2005
Doctor of Law (JD), International Law and Legal Studies
Gordon College 1999 — 2002
BA, German
Park Street Church September 2011 - Present
Goodwin Proctor September 2007 - January 2011
Commonwealth Financial Network January 2007 - May 2007
Park Street Church 2006 - 2006
Pinnacle Ministries 1998 - 2003
Skills
Writing, Graphic Design, Web, Editing, Public Speaking, Copywriting, Volunteer Management, Event Planning
Education
Suffolk University Law School 2002 — 2005
Doctor of Law (JD), International Law and Legal Studies
Gordon College 1999 — 2002
BA, German
Mike Howland's Commonwealth Financial Network Experience August 2005 - December 2014
Job Illustrator/Designer
Industry Design
Experience
Howland Illustration January 2015 - Present
Commonwealth Financial Network August 2005 - December 2014
Skills
Illustration, Graphic Design, User Experience, Web Design, User Interface Design, Dreamweaver, SEO, Front-end, CSS, HTML, Customer Service, Usability Testing, Social Media Marketing, SharePoint, Content Management, WordPress, Illustrator
Education
Colorado State University 1993 — 1997
Bachelor of Arts (B.A.), Graphic Design
New Milford Hight School 1989 — 1993
High School Degree, Reading, Writing, Arithmatic
Howland Illustration January 2015 - Present
Commonwealth Financial Network August 2005 - December 2014
Skills
Illustration, Graphic Design, User Experience, Web Design, User Interface Design, Dreamweaver, SEO, Front-end, CSS, HTML, Customer Service, Usability Testing, Social Media Marketing, SharePoint, Content Management, WordPress, Illustrator
Education
Colorado State University 1993 — 1997
Bachelor of Arts (B.A.), Graphic Design
New Milford Hight School 1989 — 1993
High School Degree, Reading, Writing, Arithmatic
Eli Lennox's Commonwealth Financial Network Experience August 2009 - August 2011
Job Web Developer
Industry Computer Software
Experience
Search Optics April 2015 - Present
G2nd Systems August 2014 - April 2015
Assault Media Marketing December 2013 - April 2015
The Eli James Organization March 2013 - April 2015
WBB Securities August 2011 - January 2013
Commonwealth Financial Network August 2009 - August 2011
Commonwealth Financial Network June 2008 - August 2009
Commonwealth Financial Network June 2006 - May 2008
AFSCME November 2003 - January 2004
Skills
PHP, Laravel, .NET, C#, Visual C#, T-SQL, T-SQL Stored Procedures, ASP.NET, ASP.NET MVC, ASP.NET AJAX, ADO.NET, Java, JSP development, Yii, MySQL, SQL, HTML, CSS, JavaScript, UML, NetBeans, Visual Studio, Eclipse, Web Design, SEO, Vendor Relationships, Program Management, Partner Relationship..., Marketing, Communications, phpMyAdmin, CRM, Access, SharePoint, Databases, Microsoft SQL Server, jQuery, Software Development, LMS Development
Education
Coleman College 2013 — 2014
Associate of Science (A.S.), Application Development
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Justice Studies
Search Optics April 2015 - Present
G2nd Systems August 2014 - April 2015
Assault Media Marketing December 2013 - April 2015
The Eli James Organization March 2013 - April 2015
WBB Securities August 2011 - January 2013
Commonwealth Financial Network August 2009 - August 2011
Commonwealth Financial Network June 2008 - August 2009
Commonwealth Financial Network June 2006 - May 2008
AFSCME November 2003 - January 2004
Skills
PHP, Laravel, .NET, C#, Visual C#, T-SQL, T-SQL Stored Procedures, ASP.NET, ASP.NET MVC, ASP.NET AJAX, ADO.NET, Java, JSP development, Yii, MySQL, SQL, HTML, CSS, JavaScript, UML, NetBeans, Visual Studio, Eclipse, Web Design, SEO, Vendor Relationships, Program Management, Partner Relationship..., Marketing, Communications, phpMyAdmin, CRM, Access, SharePoint, Databases, Microsoft SQL Server, jQuery, Software Development, LMS Development
Education
Coleman College 2013 — 2014
Associate of Science (A.S.), Application Development
University of New Hampshire 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Justice Studies
Katherine Brazauskas's Commonwealth Financial Network Experience May 2007 - August 2007
Job Senior Web Operations & UX Specialist at NRECA
Industry Legal Services
Experience
NRECA January 2014 - Present
Georgetown University Medical Center January 2010 - Present
Ohio Republican Party June 2012 - 2012
National Geographic Society August 2010 - January 2011
National Mining Association June 2009 - January 2010
New Balance March 2008 - November 2009
Commonwealth Financial Network May 2007 - August 2007
Judicial Watch May 2006 - August 2006
Skills
Social Media, Public Relations, Media Relations, Blogging, Event Planning, Editing, Research, Public Speaking, Newsletters, Social Media Marketing, Fundraising, Facebook, Leadership, Strategy, Training, Strategic Communications, Strategic Planning, Marketing Communications, Press Releases, Marketing
Education
Georgetown University 2010 — 2011
Master's, Journalism
University of St. Andrews 2007 — 2008
University of Connecticut 2003 — 2007
Colgate University
NRECA January 2014 - Present
Georgetown University Medical Center January 2010 - Present
Ohio Republican Party June 2012 - 2012
National Geographic Society August 2010 - January 2011
National Mining Association June 2009 - January 2010
New Balance March 2008 - November 2009
Commonwealth Financial Network May 2007 - August 2007
Judicial Watch May 2006 - August 2006
Skills
Social Media, Public Relations, Media Relations, Blogging, Event Planning, Editing, Research, Public Speaking, Newsletters, Social Media Marketing, Fundraising, Facebook, Leadership, Strategy, Training, Strategic Communications, Strategic Planning, Marketing Communications, Press Releases, Marketing
Education
Georgetown University 2010 — 2011
Master's, Journalism
University of St. Andrews 2007 — 2008
University of Connecticut 2003 — 2007
Colgate University
Gary Ruchin, CLU, ChFC, CFP(R), EA, AIF(r)'s Commonwealth Financial Network Experience 1985 - 2012
Job Owner, Ruchin & Associates, LLC
Industry Financial Services
Experience
Ruchin & Associates, LLC 1984 - Present
Town of Vernon, CT 2008 - 2012
Commonwealth Financial Network 1985 - 2012
Skills
Retirement Planning
Education
College for Financial Planning 1984 — 1988
CFP, Financial Planning
The American College 1982 — 1984
ChFC, Insurance and financial
The American College 1980 — 1982
CLU, Insurance
The University of Connecticut
CEBS, Candidate for Certified Employee Benefits Specialist
The American College
LUTCF, Insurance
Ruchin & Associates, LLC 1984 - Present
Town of Vernon, CT 2008 - 2012
Commonwealth Financial Network 1985 - 2012
Skills
Retirement Planning
Education
College for Financial Planning 1984 — 1988
CFP, Financial Planning
The American College 1982 — 1984
ChFC, Insurance and financial
The American College 1980 — 1982
CLU, Insurance
The University of Connecticut
CEBS, Candidate for Certified Employee Benefits Specialist
The American College
LUTCF, Insurance
Rebecca Riter's Commonwealth Financial Network Experience 2001 - Present
Job New Business Associate at Commonwealth Financial
Industry Insurance
Experience
Commonwealth Financial January 2001 - Present
Commonwealth Financial Network 2001 - Present
Education
Emerson College 1996 — 1997
Communication, Journalism, and Related Programs
Commonwealth Financial January 2001 - Present
Commonwealth Financial Network 2001 - Present
Education
Emerson College 1996 — 1997
Communication, Journalism, and Related Programs
Jason Marino's Commonwealth Financial Network Experience December 2013 - January 2015
Job Client Service Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
judy luke's Commonwealth Financial Network Experience September 2013 - Present
Job Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network September 2013 - Present
Cigna ( Tailwind Agency ) August 2012 - August 2013
Judy Luke Creative Works 2009 - August 2012
RTCRM October 2006 - March 2009
Mullen 2003 - 2006
Digitas 1999 - 2002
Bronner Slosberg Humphrey 1990 - 1999
Skills
Creative Strategy, Creative Direction
Education
Duke University
BA
Parsons School of Design
BFA
Commonwealth Financial Network September 2013 - Present
Cigna ( Tailwind Agency ) August 2012 - August 2013
Judy Luke Creative Works 2009 - August 2012
RTCRM October 2006 - March 2009
Mullen 2003 - 2006
Digitas 1999 - 2002
Bronner Slosberg Humphrey 1990 - 1999
Skills
Creative Strategy, Creative Direction
Education
Duke University
BA
Parsons School of Design
BFA
Mark Loveland's Commonwealth Financial Network Experience March 2007 - August 2007
Job Customer Service Representative at Scan One
Industry Music
Experience
Scan One November 2007 - Present
Collateral Risk Solutions March 2007 - August 2007
Commonwealth Financial Network March 2007 - August 2007
Education
San Diego State University-California State University 1995 — 1997
BA, English-Creative Writing/Modern Literature
Grossmont College 1992 — 1995
AA, German
Scan One November 2007 - Present
Collateral Risk Solutions March 2007 - August 2007
Commonwealth Financial Network March 2007 - August 2007
Education
San Diego State University-California State University 1995 — 1997
BA, English-Creative Writing/Modern Literature
Grossmont College 1992 — 1995
AA, German
Jake Mohnkern's Commonwealth Financial Network Experience 1997 - 2002
Job IT Manager at Cambridge Computer Services Inc.
Industry Information Technology and Services
Experience
Cambridge Computer Services Inc. 2003 - Present
Framingham Technical Advisory Committee November 2008 - August 2010
Commonwealth Financial Network 1997 - 2002
Clinical Networx 1993 - 1997
RTJ 1993 - 1995
Skills
Enterprise Software, Security, VMware, Linux, Strategic Planning, Information Security, Disaster Recovery, Perl, Networking, Virtualization, NAS, High Availability, Cluster, Storage, Enterprise Storage, Solaris, Backup Solutions, Network Security, Storage Management, Team Leadership, NFS, Information Security..., Data Center, SQL, SaaS, SAN, Cloud Computing, Active Directory, Configuration Management, NetApp, Storage Area Networks, Architecture, Windows Server, High Performance..., Project Management, Troubleshooting, System Administration, Telecommunications, Agile Methodologies, Google Apps, iSCSI, Servers, Firewalls, VoIP, Vendor Management, SharePoint, Network Administration, JavaScript, VMware ESX, VDI
Education
Worcester Polytechnic Institute 2001 — 2001
Certificate, Unix/Linux Systems Administration
Clark University 1989 — 1993
BA, Environmental Science, Biology, Computer Science
Waynflete 1982 — 1989
Cambridge Computer Services Inc. 2003 - Present
Framingham Technical Advisory Committee November 2008 - August 2010
Commonwealth Financial Network 1997 - 2002
Clinical Networx 1993 - 1997
RTJ 1993 - 1995
Skills
Enterprise Software, Security, VMware, Linux, Strategic Planning, Information Security, Disaster Recovery, Perl, Networking, Virtualization, NAS, High Availability, Cluster, Storage, Enterprise Storage, Solaris, Backup Solutions, Network Security, Storage Management, Team Leadership, NFS, Information Security..., Data Center, SQL, SaaS, SAN, Cloud Computing, Active Directory, Configuration Management, NetApp, Storage Area Networks, Architecture, Windows Server, High Performance..., Project Management, Troubleshooting, System Administration, Telecommunications, Agile Methodologies, Google Apps, iSCSI, Servers, Firewalls, VoIP, Vendor Management, SharePoint, Network Administration, JavaScript, VMware ESX, VDI
Education
Worcester Polytechnic Institute 2001 — 2001
Certificate, Unix/Linux Systems Administration
Clark University 1989 — 1993
BA, Environmental Science, Biology, Computer Science
Waynflete 1982 — 1989
Kristen Terpstra's Commonwealth Financial Network Experience June 2011 - Present
Job Practice Management Associate Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2011 - Present
Commonwealth Financial Network January 2010 - June 2011
Commonwealth Financial Network July 2008 - January 2010
Commonwealth Financial Network November 2005 - July 2008
Skills
Practice Management, Series 7, Human Resources, Predictive Index..., Business Planning, Project Management, Financial Services, Marketing..., Presentation Skills
Education
Connecticut College 2001 — 2005
BA, English
Emerson College 2009 — 2011
MA, Communication Management
University of York 2003 — 2003
English Language and Literature, General
Commonwealth Financial Network June 2011 - Present
Commonwealth Financial Network January 2010 - June 2011
Commonwealth Financial Network July 2008 - January 2010
Commonwealth Financial Network November 2005 - July 2008
Skills
Practice Management, Series 7, Human Resources, Predictive Index..., Business Planning, Project Management, Financial Services, Marketing..., Presentation Skills
Education
Connecticut College 2001 — 2005
BA, English
Emerson College 2009 — 2011
MA, Communication Management
University of York 2003 — 2003
English Language and Literature, General
Nick Maucieri's Commonwealth Financial Network Experience January 1999 - April 2003
Job Retirement Plan Professional / Senior Benefit & Planning Counselor at the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2005 - Present
First Midwest Bank May 2003 - June 2005
Commonwealth Financial Network January 1999 - April 2003
Hinsdale Financial Group June 1984 - January 1999
Skills
Retirement Planning, Employee Benefits, Retirement, 401k, Project Planning, Finance, Fixed Annuities, Defined Benefit, Estate Planning, Long-term Care, Management, Financial Services
Education
Amerrican College 1988 — 1990
CLU Designation
DePaul University 1980 — 1984
BA, Communications & Business Administration
Principal Financial Group June 2005 - Present
First Midwest Bank May 2003 - June 2005
Commonwealth Financial Network January 1999 - April 2003
Hinsdale Financial Group June 1984 - January 1999
Skills
Retirement Planning, Employee Benefits, Retirement, 401k, Project Planning, Finance, Fixed Annuities, Defined Benefit, Estate Planning, Long-term Care, Management, Financial Services
Education
Amerrican College 1988 — 1990
CLU Designation
DePaul University 1980 — 1984
BA, Communications & Business Administration
Matthew A. Dierking's Commonwealth Financial Network Experience January 2004 - May 2004
Job Procurement at Sandia National Laboratories
Industry Government Administration
Experience
Sandia National Laboratories December 2011 - Present
Mountain West Sales April 2007 - December 2011
Ferguson Enterprises October 2004 - April 2007
Convergys March 2003 - October 2004
Commonwealth Financial Network January 2004 - May 2004
Western Wireless dba Cellular One April 2002 - August 2002
Sherwin Williams February 1998 - February 2002
Skills
Management, Purchasing, Sales, Customer Service, Retail, Process Improvement, Procurement, Strategic Planning, Process Scheduler, Inventory Control, Inventory Management, Accounting, Customer Satisfaction, Operations Management, Team Building, Budgets, Leadership, Program Management, Contract Negotiation, Contract Management, Government Procurement, Purchasing Negotiation, Business Process..., Warehousing
Education
Colorado State University-Pueblo 2002 — 2004
BSBA, Economics (Finance)
Fort Hays State University 1993 — 1997
BBA, Business Management
Sandia National Laboratories December 2011 - Present
Mountain West Sales April 2007 - December 2011
Ferguson Enterprises October 2004 - April 2007
Convergys March 2003 - October 2004
Commonwealth Financial Network January 2004 - May 2004
Western Wireless dba Cellular One April 2002 - August 2002
Sherwin Williams February 1998 - February 2002
Skills
Management, Purchasing, Sales, Customer Service, Retail, Process Improvement, Procurement, Strategic Planning, Process Scheduler, Inventory Control, Inventory Management, Accounting, Customer Satisfaction, Operations Management, Team Building, Budgets, Leadership, Program Management, Contract Negotiation, Contract Management, Government Procurement, Purchasing Negotiation, Business Process..., Warehousing
Education
Colorado State University-Pueblo 2002 — 2004
BSBA, Economics (Finance)
Fort Hays State University 1993 — 1997
BBA, Business Management
Kerri L. Wilkes, CFP®'s Commonwealth Financial Network Experience May 2004 - Present
Job Wealth Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2004 - Present
Skills
Retirement Planning, Wealth Management, College Education..., Trusts, Charitable Gift Planning, Life Insurance, Estate Planning, Series 7, Series 66, Finance, Securities, Investments, 401k, Financial Advisory, Tax Planning
Education
Gordon College 2001 — 2005
Bachelor of Arts (B.A.), Finance
Commonwealth Financial Network May 2004 - Present
Skills
Retirement Planning, Wealth Management, College Education..., Trusts, Charitable Gift Planning, Life Insurance, Estate Planning, Series 7, Series 66, Finance, Securities, Investments, 401k, Financial Advisory, Tax Planning
Education
Gordon College 2001 — 2005
Bachelor of Arts (B.A.), Finance
Nikki Baggetta's Commonwealth Financial Network Experience January 2013 - Present
Job SharePoint Solutions Engineer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network December 2010 - June 2013
Commonwealth Financial Network September 2009 - January 2011
The Pohly Company July 2006 - May 2009
Skills
Project Management, SharePoint, Business Analysis, Process Improvement, Customer Service, Data Analysis, Powershell, InfoPath, Agile Methodologies, Scrum, SharePoint Designer, Microsoft SQL Server, Microsoft Office, Visio
Education
Hartwick College 1998 — 2002
BA, Psychology & History
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network December 2010 - June 2013
Commonwealth Financial Network September 2009 - January 2011
The Pohly Company July 2006 - May 2009
Skills
Project Management, SharePoint, Business Analysis, Process Improvement, Customer Service, Data Analysis, Powershell, InfoPath, Agile Methodologies, Scrum, SharePoint Designer, Microsoft SQL Server, Microsoft Office, Visio
Education
Hartwick College 1998 — 2002
BA, Psychology & History
Denise Cremins's Commonwealth Financial Network Experience June 2005 - June 2006
Job Massachusetts General Hospital/Partners Health Care
Industry Financial Services
Experience
Massachusetts General Hospital October 2014 - Present
Dress for Success October 2013 - December 2014
State Street Corporation September 2011 - April 2013
Confidential Consulting Group March 2007 - July 2010
Commonwealth Financial Network June 2005 - June 2006
Commonwealth Financial Network October 1997 - June 2005
Commonwealth Financial Network June 1996 - October 1997
Capital Analysts of New England, Inc. March 1989 - May 1996
First Winthrop Corporation 1987 - 1988
Skills
Financial Services, Process Improvement, Leadership, Management, Asset Management, Mutual Funds, Equities, Team Building, Relationship Management, Risk Management, Strategic Planning, Behavioral Interviewing, Career Development, Program Facilitation, Due Diligence, Operations Management, Resume Writing, Coaching Staff, Compliance, Leadership Development, Career Counseling, Outsourcing, Project Management, Manage Client..., Cross Functional Teams, Oral & Written..., Development Of Employees, Superior Client Service, Business Analysis, Investments, Regulatory Audits, Global Custody, Organizational..., Increasing Operational..., Training, Cross-functional Team..., Client Services
Education
Cambridge College 2002 — 2004
Master's Degree in Management, Management/Organizational Development
University of Massachusetts at Boston
Bachelor of Arts (B.A.)
Massachusetts General Hospital October 2014 - Present
Dress for Success October 2013 - December 2014
State Street Corporation September 2011 - April 2013
Confidential Consulting Group March 2007 - July 2010
Commonwealth Financial Network June 2005 - June 2006
Commonwealth Financial Network October 1997 - June 2005
Commonwealth Financial Network June 1996 - October 1997
Capital Analysts of New England, Inc. March 1989 - May 1996
First Winthrop Corporation 1987 - 1988
Skills
Financial Services, Process Improvement, Leadership, Management, Asset Management, Mutual Funds, Equities, Team Building, Relationship Management, Risk Management, Strategic Planning, Behavioral Interviewing, Career Development, Program Facilitation, Due Diligence, Operations Management, Resume Writing, Coaching Staff, Compliance, Leadership Development, Career Counseling, Outsourcing, Project Management, Manage Client..., Cross Functional Teams, Oral & Written..., Development Of Employees, Superior Client Service, Business Analysis, Investments, Regulatory Audits, Global Custody, Organizational..., Increasing Operational..., Training, Cross-functional Team..., Client Services
Education
Cambridge College 2002 — 2004
Master's Degree in Management, Management/Organizational Development
University of Massachusetts at Boston
Bachelor of Arts (B.A.)
Tricia Hull's Commonwealth Financial Network Experience December 1999 - March 2004
Job Business Systems Analyst at Scottrade
Industry Financial Services
Experience
Scottrade April 2013 - Present
Scottrade May 2011 - Present
Captial Allocation and Management January 2005 - May 2009
Fiserv 2005 - 2006
Commonwealth Financial Network December 1999 - March 2004
Skills
Trading, Mutual Funds, Series 7, Series 99, Series 63, Securities, Financial Services, FINRA, Equities, Portfolio Management, Investments
Education
University of Colorado at Boulder 2013 — 2013
Project Management Certification program
Johnson State College 1990 — 1994
BS, Anthropology and Sociology
Colorado State University
Scottrade April 2013 - Present
Scottrade May 2011 - Present
Captial Allocation and Management January 2005 - May 2009
Fiserv 2005 - 2006
Commonwealth Financial Network December 1999 - March 2004
Skills
Trading, Mutual Funds, Series 7, Series 99, Series 63, Securities, Financial Services, FINRA, Equities, Portfolio Management, Investments
Education
University of Colorado at Boulder 2013 — 2013
Project Management Certification program
Johnson State College 1990 — 1994
BS, Anthropology and Sociology
Colorado State University
Malissa Wood's Commonwealth Financial Network Experience October 2015 - Present
Job Senior Coordinator, Conferences & Events at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2015 - Present
Massachusetts Society of CPAs, Inc. February 2014 - September 2015
Air & Waste Management Association September 2008 - February 2014
Education
Penn State University 2007 — 2008
MBA
Elizabethtown College 2003 — 2007
BS, Business Administration
Commonwealth Financial Network October 2015 - Present
Massachusetts Society of CPAs, Inc. February 2014 - September 2015
Air & Waste Management Association September 2008 - February 2014
Education
Penn State University 2007 — 2008
MBA
Elizabethtown College 2003 — 2007
BS, Business Administration
Tom Southworth's Commonwealth Financial Network Experience June 2006 - August 2006
Job Former Vice President, Technology Investment Banking
Industry Investment Banking
Experience
Needham & Company December 2014 - January 2015
Needham & Company July 2012 - December 2014
Needham & Company June 2010 - June 2012
The Cambridge Queen's Head Pub September 2008 - March 2010
Commonwealth Financial Network June 2006 - August 2006
Education
Harvard University 2005 — 2010
AB, Economics
Needham & Company December 2014 - January 2015
Needham & Company July 2012 - December 2014
Needham & Company June 2010 - June 2012
The Cambridge Queen's Head Pub September 2008 - March 2010
Commonwealth Financial Network June 2006 - August 2006
Education
Harvard University 2005 — 2010
AB, Economics
Steven Johnian's Commonwealth Financial Network Experience January 2015 - Present
Job IRA Consultant – Retirement Consulting Services| Wealth Management at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Commonwealth Financial Network April 2013 - January 2015
Putnam Investments November 2009 - April 2013
Putnam Investments November 2009 - April 2013
ATC Technologies, Inc. October 2008 - May 2009
Jenline Industries, Inc May 2007 - September 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Investments, Microsoft Office, Microsoft Word, Salesforce.com, Financial Analysis, Sales, Mutual Funds, Marketing, Finance, Lotus Notes, Time Management, Call Center, Financial Services, Retirement Operations
Education
University of Massachusetts at Lowell 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fisher College 2006 — 2008
Arlington catholic
Commonwealth Financial Network January 2015 - Present
Commonwealth Financial Network April 2013 - January 2015
Putnam Investments November 2009 - April 2013
Putnam Investments November 2009 - April 2013
ATC Technologies, Inc. October 2008 - May 2009
Jenline Industries, Inc May 2007 - September 2007
Skills
PowerPoint, Microsoft Excel, Customer Service, Investments, Microsoft Office, Microsoft Word, Salesforce.com, Financial Analysis, Sales, Mutual Funds, Marketing, Finance, Lotus Notes, Time Management, Call Center, Financial Services, Retirement Operations
Education
University of Massachusetts at Lowell 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Fisher College 2006 — 2008
Arlington catholic
P.J. Gagne's Commonwealth Financial Network Experience October 2013 - Present
Job Supervisor, New Accounts at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network 2011 - 2013
Commonwealth Financial Network 2010 - 2011
Commonwealth Financial Network 2007 - 2010
Skills
Investments, Equities, Customer Service, Accounting, Series 7, Mutual Funds, Financial Services, Wealth Management, Portfolio Management, Retirement Planning, Series 66
Education
Fairfield University
Bachelor of Arts (B.A.), Economics
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network 2011 - 2013
Commonwealth Financial Network 2010 - 2011
Commonwealth Financial Network 2007 - 2010
Skills
Investments, Equities, Customer Service, Accounting, Series 7, Mutual Funds, Financial Services, Wealth Management, Portfolio Management, Retirement Planning, Series 66
Education
Fairfield University
Bachelor of Arts (B.A.), Economics
Karen Kuhle-Caporaso's Commonwealth Financial Network Experience January 1990 - Present
Job Certified Financial Planner™, Certified Divorce Financial Analyst at Commonwealth Financial Network®
Industry Financial Services
Experience
Commonwealth Financial Network® January 1990 - Present
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Certified Financial..., Investments, Strategic Planning, Wealth Management, Strategic Financial..., Finance, Divorce Financial...
Education
Chapman University, The George L. Argyros School of Business and Economics
BS, Finance and Economics
Commuity Service Program
Trained in Mediation (Basic and Divorce) I am a court-approved mediator volunteering one day a week.
Commonwealth Financial Network® January 1990 - Present
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Certified Financial..., Investments, Strategic Planning, Wealth Management, Strategic Financial..., Finance, Divorce Financial...
Education
Chapman University, The George L. Argyros School of Business and Economics
BS, Finance and Economics
Commuity Service Program
Trained in Mediation (Basic and Divorce) I am a court-approved mediator volunteering one day a week.
C. Brendan Law's Commonwealth Financial Network Experience January 2009 - October 2009
Job Business Intelligence Analyst at sterkly
Industry Hospital & Health Care
Experience
sterkly March 2015 - Present
Millennium Health April 2013 - March 2015
Legend 3D December 2010 - March 2013
Sony September 2010 - December 2010
Commonwealth Financial Network January 2009 - October 2009
Skills
Analysis, Financial Modeling, Data Analysis, Team Leadership, Databases, Budgets, Accounting, Auditing, Project Planning, Executive Management, Financial Analysis, Forecasting, Finance, Business Analysis, Competitive Analysis, C++, VBA, Python, Powershell, Hive
Education
Harvard University 2015 — 2016
Data Science Program, Data Science
San Diego State University-California State University 2004 — 2009
Business Administration, Finance
sterkly March 2015 - Present
Millennium Health April 2013 - March 2015
Legend 3D December 2010 - March 2013
Sony September 2010 - December 2010
Commonwealth Financial Network January 2009 - October 2009
Skills
Analysis, Financial Modeling, Data Analysis, Team Leadership, Databases, Budgets, Accounting, Auditing, Project Planning, Executive Management, Financial Analysis, Forecasting, Finance, Business Analysis, Competitive Analysis, C++, VBA, Python, Powershell, Hive
Education
Harvard University 2015 — 2016
Data Science Program, Data Science
San Diego State University-California State University 2004 — 2009
Business Administration, Finance
Wayne Bloom's Commonwealth Financial Network Experience March 1989 - Present
Job CEO at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 1989 - Present
Fidelity Investments September 1987 - March 1989
Education
Harvard Business School 2004 — 2006
OPM Exec Ed, Owners Presidents Management
Northeastern University 1982 — 1987
BS, Business Administration
Commonwealth Financial Network March 1989 - Present
Fidelity Investments September 1987 - March 1989
Education
Harvard Business School 2004 — 2006
OPM Exec Ed, Owners Presidents Management
Northeastern University 1982 — 1987
BS, Business Administration
Angela Sarver's Commonwealth Financial Network Experience July 2007 - Present
Job Manager, Practice Management at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2007 - Present
Pilgrim Telephone 2003 - 2007
New England Financial/MetLife 2000 - 2003
Education
Emmanuel College 1998 — 2000
BS, Business Administration
Endicott College
MBA, Specialty in Human Resources
Commonwealth Financial Network July 2007 - Present
Pilgrim Telephone 2003 - 2007
New England Financial/MetLife 2000 - 2003
Education
Emmanuel College 1998 — 2000
BS, Business Administration
Endicott College
MBA, Specialty in Human Resources
Maureen Baxter CLU, ChFC's Commonwealth Financial Network Experience December 2013 - Present
Job Wealth Management Group, Advanced Markets Consultant at Commonwealth Financial Network
Industry Insurance
Experience
Commonwealth Financial Network December 2013 - Present
Western and Southern Financial Group, Lafayette Life Insurance Company June 2011 - December 2013
Lincoln Financial Group, Concord, NH April 2006 - October 2009
Jefferson Pilot Financial Insurance Company, Concord, NH January 1996 - March 2006
Chubb LifeAmerica January 1992 - January 1996
Skills
Marketing, Financial Services, Series 6, Sales Operations, Term Life Insurance, Budgets, Program Management, Estate Planning, Competitive Analysis, Life Insurance, Sales, Product Development, Cross-functional Team..., Project Management, Insurance, Retirement Planning, Training, Business Planning
Education
Framingham State University
Bachelor of Science in Food and Nutrition
Plymouth State University
Master of Business Administration, General Management and Accounting
Commonwealth Financial Network December 2013 - Present
Western and Southern Financial Group, Lafayette Life Insurance Company June 2011 - December 2013
Lincoln Financial Group, Concord, NH April 2006 - October 2009
Jefferson Pilot Financial Insurance Company, Concord, NH January 1996 - March 2006
Chubb LifeAmerica January 1992 - January 1996
Skills
Marketing, Financial Services, Series 6, Sales Operations, Term Life Insurance, Budgets, Program Management, Estate Planning, Competitive Analysis, Life Insurance, Sales, Product Development, Cross-functional Team..., Project Management, Insurance, Retirement Planning, Training, Business Planning
Education
Framingham State University
Bachelor of Science in Food and Nutrition
Plymouth State University
Master of Business Administration, General Management and Accounting
Kyle Pugel's Commonwealth Financial Network Experience September 2009 - December 2010
Job Regional Manager at PHH Mortgage NMLS# 384264
Industry Internet
Experience
PHH Mortgage April 2015 - Present
Yelp July 2014 - March 2015
PHH Mortgage October 2011 - June 2014
Quicken Loans May 2011 - September 2011
Commonwealth Financial Network September 2009 - December 2010
AXA Advisors June 2009 - July 2009
Belleview Communities May 2008 - May 2009
Skills
Sales, Real Estate, First Time Home Buyers, Strategic Financial..., Marketing, Financial Analysis, Residential Mortgages, Loans, Investments, Finance, FHA Financing, VA Loans, Loan Origination, Social Media Marketing, Online Advertising, Lead Generation, Salesforce.com, Digital Marketing, VA financing, Jumbo Mortgage, Conventional financing, Mortgage Originations, Second Home Market, Mortgage Banking, Mortgage Lending
Education
College for Financial Planning 2009 — 2009
Registered Paraplanner
Northern Arizona University 2005 — 2009
B.S.B.A, Finance
Copenhagen Business School 2008 — 2008
PHH Mortgage April 2015 - Present
Yelp July 2014 - March 2015
PHH Mortgage October 2011 - June 2014
Quicken Loans May 2011 - September 2011
Commonwealth Financial Network September 2009 - December 2010
AXA Advisors June 2009 - July 2009
Belleview Communities May 2008 - May 2009
Skills
Sales, Real Estate, First Time Home Buyers, Strategic Financial..., Marketing, Financial Analysis, Residential Mortgages, Loans, Investments, Finance, FHA Financing, VA Loans, Loan Origination, Social Media Marketing, Online Advertising, Lead Generation, Salesforce.com, Digital Marketing, VA financing, Jumbo Mortgage, Conventional financing, Mortgage Originations, Second Home Market, Mortgage Banking, Mortgage Lending
Education
College for Financial Planning 2009 — 2009
Registered Paraplanner
Northern Arizona University 2005 — 2009
B.S.B.A, Finance
Copenhagen Business School 2008 — 2008
Barbara Colby's Commonwealth Financial Network Experience September 2002 - December 2004
Job Business Management Graduate at Green River Community College
Industry Investment Management
Experience
Green River Community College June 2013 - Present
Commonwealth Financial Network September 2002 - December 2004
Pacific West Financial Group July 2000 - August 2001
Pacific Harbor Securities, Inc. February 1997 - June 2000
A. E. Raketty Company December 1995 - January 1997
Central Transmission March 1995 - November 1995
Great Western Financial Securities June 1994 - March 1995
Paine Webber November 1991 - June 1994
Pacific West Investment Service, Inc. May 1988 - July 1991
The Commercial Bank August 1982 - April 1988
Skills
Typing, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Trading, Compliance, Operations Management, Sales and Marketing..., Securities Back Office, Personal Trust..., Personal Financial..., Bank and Securities..., Securities Wire Operator, Training Sales..., Accounts Payable, Accounts Receivable
Education
Green River Community College 2011 — 2013
Associate of Applied Arts, Business Management, Graduated with High Honors, 2013
Chemeketa Community College 1981 — 1987
Banking and Finance
SST Travel School 1980 — 1980
Travel Agent, Tourism and Travel Services Management
Willamette University 1979 — 1980
Pre-Law Studies
Green River Community College June 2013 - Present
Commonwealth Financial Network September 2002 - December 2004
Pacific West Financial Group July 2000 - August 2001
Pacific Harbor Securities, Inc. February 1997 - June 2000
A. E. Raketty Company December 1995 - January 1997
Central Transmission March 1995 - November 1995
Great Western Financial Securities June 1994 - March 1995
Paine Webber November 1991 - June 1994
Pacific West Investment Service, Inc. May 1988 - July 1991
The Commercial Bank August 1982 - April 1988
Skills
Typing, 10 Key, Microsoft Office, Microsoft Excel, Microsoft Word, Tax Preparation, Trading, Compliance, Operations Management, Sales and Marketing..., Securities Back Office, Personal Trust..., Personal Financial..., Bank and Securities..., Securities Wire Operator, Training Sales..., Accounts Payable, Accounts Receivable
Education
Green River Community College 2011 — 2013
Associate of Applied Arts, Business Management, Graduated with High Honors, 2013
Chemeketa Community College 1981 — 1987
Banking and Finance
SST Travel School 1980 — 1980
Travel Agent, Tourism and Travel Services Management
Willamette University 1979 — 1980
Pre-Law Studies
Dawn Blaschke's Commonwealth Financial Network Experience August 2014 - Present
Job Associate Creative Director
Industry Financial Services
Experience
Commonwealth Financial Network August 2014 - Present
Commonwealth Financial Network August 2013 - August 2014
Commonwealth Financial Network August 2006 - August 2013
Commonwealth Financial Network May 2004 - August 2006
The Robert Allen Group November 2003 - May 2004
Museum Enterprise Partners, Inc. February 2001 - June 2003
Museum of Fine Arts, Boston June 1999 - February 2001
Museum of Fine Arts, Boston September 1997 - June 1999
Skills
Adobe Creative Suite, Graphic Design, Art Direction, Creative Direction, Web Design, Concept Development, Logo Design, Corporate Identity, Advertising, Typography, Packaging, Direct Mail, Catalogs, Email Marketing, Layout
Education
Emerson College 2001 — 2003
Master of Arts (MA), Visual and Media Arts
University of Massachusetts Dartmouth 1989 — 2003
Bachelor of Fine Arts (B.F.A.), Visual Design
Commonwealth Financial Network August 2014 - Present
Commonwealth Financial Network August 2013 - August 2014
Commonwealth Financial Network August 2006 - August 2013
Commonwealth Financial Network May 2004 - August 2006
The Robert Allen Group November 2003 - May 2004
Museum Enterprise Partners, Inc. February 2001 - June 2003
Museum of Fine Arts, Boston June 1999 - February 2001
Museum of Fine Arts, Boston September 1997 - June 1999
Skills
Adobe Creative Suite, Graphic Design, Art Direction, Creative Direction, Web Design, Concept Development, Logo Design, Corporate Identity, Advertising, Typography, Packaging, Direct Mail, Catalogs, Email Marketing, Layout
Education
Emerson College 2001 — 2003
Master of Arts (MA), Visual and Media Arts
University of Massachusetts Dartmouth 1989 — 2003
Bachelor of Fine Arts (B.F.A.), Visual Design
Matthew Wilder's Commonwealth Financial Network Experience August 2010 - June 2011
Job Senior Program Manager at EMC
Industry Information Technology and Services
Experience
EMC August 2015 - Present
Raytheon December 2014 - August 2015
Woodbury Technologies, Inc. October 2013 - December 2014
Jacobs Technology April 2013 - October 2013
Harris Corporation June 2011 - April 2013
Commonwealth Financial Network August 2010 - June 2011
Brookline Police Department September 2009 - May 2010
Education
Western Governors University 2014 — 2015
Master of Science (M.S.), Information Security and Assurance
Curry College 2006 — 2010
Bachelor of Arts, Information Technology
EMC August 2015 - Present
Raytheon December 2014 - August 2015
Woodbury Technologies, Inc. October 2013 - December 2014
Jacobs Technology April 2013 - October 2013
Harris Corporation June 2011 - April 2013
Commonwealth Financial Network August 2010 - June 2011
Brookline Police Department September 2009 - May 2010
Education
Western Governors University 2014 — 2015
Master of Science (M.S.), Information Security and Assurance
Curry College 2006 — 2010
Bachelor of Arts, Information Technology
Kimberly A Quinn, MBA's Commonwealth Financial Network Experience August 2006 - Present
Job Manager, Payroll & Benefits at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2006 - Present
Skills
Payroll, Compensation & Benefit, Employee Benefits, Financial Services, HRIS, Onboarding
Education
Curry College 2010 — 2011
Master of Business Administration (MBA)
Curry College 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Curry College 2008 — 2008
Certificate, Human Resources Management and Services
Burdett School 1983 — 1984
Certificate, Accounting
Commonwealth Financial Network August 2006 - Present
Skills
Payroll, Compensation & Benefit, Employee Benefits, Financial Services, HRIS, Onboarding
Education
Curry College 2010 — 2011
Master of Business Administration (MBA)
Curry College 2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Curry College 2008 — 2008
Certificate, Human Resources Management and Services
Burdett School 1983 — 1984
Certificate, Accounting
Katherine Wedge's Commonwealth Financial Network Experience August 2014 - July 2015
Job Mutual Fund Associate, Business Development and Client Service at DDJ Capital Management, LLC
Industry Financial Services
Experience
DDJ Capital Management, LLC July 2015 - Present
Commonwealth Financial Network August 2014 - July 2015
The Next Step Realty October 2013 - May 2014
College of Charleston January 2013 - May 2014
College of Charleston January 2013 - May 2014
Wedge Associates LLC May 2011 - May 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting
Education
College of Charleston 2010 — 2014
Bachelor's Degree, Finance, General
College of Charleston 2010 — 2014
Bachelor's Degree, Mathematics
DDJ Capital Management, LLC July 2015 - Present
Commonwealth Financial Network August 2014 - July 2015
The Next Step Realty October 2013 - May 2014
College of Charleston January 2013 - May 2014
College of Charleston January 2013 - May 2014
Wedge Associates LLC May 2011 - May 2013
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Valuation, Finance, Microsoft Word, Accounting, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting
Education
College of Charleston 2010 — 2014
Bachelor's Degree, Finance, General
College of Charleston 2010 — 2014
Bachelor's Degree, Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.