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
Angela Whitney Angela Whitney's Commonwealth Financial Network Experience December 2006 - Present
Job Conferences & Events Planner at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2006 - Present
Skills
Event Planning, Marketing Communications, Event Management, Social Media, Marketing, Customer Service, Account Management, Corporate Events, Marketing Strategy, Social Media Marketing, Investments, Strategic Planning
Education
Northeastern University 2008 — 2009
Certificate of Meeting & Event Management from the College of Professional Studies, Meeting & Event Management
Keene State College
Bachelor's degree, Business Administration and Management, General
Commonwealth Financial Network December 2006 - Present
Skills
Event Planning, Marketing Communications, Event Management, Social Media, Marketing, Customer Service, Account Management, Corporate Events, Marketing Strategy, Social Media Marketing, Investments, Strategic Planning
Education
Northeastern University 2008 — 2009
Certificate of Meeting & Event Management from the College of Professional Studies, Meeting & Event Management
Keene State College
Bachelor's degree, Business Administration and Management, General
Katy D'Amico Katy D'Amico's Commonwealth Financial Network Experience November 2003 - August 2004
Job Senior Program Manager
Industry Events Services
Experience
Cisco Systems March 2013 - Present
George P Johnson Experience Marketing September 2014 - October 2014
GMR Marketing January 2014 - March 2014
George P Johnson Experience Marketing October 2013 - December 2013
SportsMark Management Group April 2012 - September 2012
Enterprise Events Group July 2010 - July 2011
Metro Events July 2007 - July 2010
Commonwealth Financial Network November 2003 - August 2004
Skills
Account Management, Budgets, Contract Negotiation, Corporate Events, Event Management, Hospitality, Event Planning, Management, Hospitality Management, Marketing
Education
Leeds Beckett University 2001 — 2005
Cisco Systems March 2013 - Present
George P Johnson Experience Marketing September 2014 - October 2014
GMR Marketing January 2014 - March 2014
George P Johnson Experience Marketing October 2013 - December 2013
SportsMark Management Group April 2012 - September 2012
Enterprise Events Group July 2010 - July 2011
Metro Events July 2007 - July 2010
Commonwealth Financial Network November 2003 - August 2004
Skills
Account Management, Budgets, Contract Negotiation, Corporate Events, Event Management, Hospitality, Event Planning, Management, Hospitality Management, Marketing
Education
Leeds Beckett University 2001 — 2005
Kris Garlewicz, CFP®, CRPS® Kris Garlewicz, CFP®, CRPS®'s Commonwealth Financial Network Experience October 2008 - February 2014
Job Managing Partner Wealth Management at Market Financial Group
Industry Financial Services
Experience
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Market Financial Group February 2014 - Present
Arete Wealth Management February 2014 - Present
Commonwealth Financial Network October 2008 - February 2014
New England Financial January 2008 - August 2008
Privately Held Mortgage Company 2003 - 2007
Education
Northwestern University 2007 — 2008
University of Illinois at Chicago 2005 — 2007
Matthew Hackett's Commonwealth Financial Network Experience January 2014 - April 2015
Job Technology Consultant
Industry Financial Services
Experience
Agile IT July 2015 - Present
Commonwealth Financial Network January 2014 - April 2015
Commonwealth Financial Network August 2011 - January 2014
Skills
HDI Support Center Team..., Domain Management, Vendor Management, Small Business IT..., Customer Support, Active Directory, VoIP, Backup Solutions, VPN, DNS Management, Windows 7, 8.1, Firewalls, Remote User Support, Cloud Storage, Microsoft Office, Help Desk Support, Windows 7, Technical Support, SharePoint, Microsoft Exchange, Customer Service, Disaster Recovery, Windows Server, Networking
Education
Minnesota State University, Moorhead 2007 — 2011
Bachelor of Science (BS), Computer Information Technology
Agile IT July 2015 - Present
Commonwealth Financial Network January 2014 - April 2015
Commonwealth Financial Network August 2011 - January 2014
Skills
HDI Support Center Team..., Domain Management, Vendor Management, Small Business IT..., Customer Support, Active Directory, VoIP, Backup Solutions, VPN, DNS Management, Windows 7, 8.1, Firewalls, Remote User Support, Cloud Storage, Microsoft Office, Help Desk Support, Windows 7, Technical Support, SharePoint, Microsoft Exchange, Customer Service, Disaster Recovery, Windows Server, Networking
Education
Minnesota State University, Moorhead 2007 — 2011
Bachelor of Science (BS), Computer Information Technology
Daniel McManus Daniel McManus's Commonwealth Financial Network Experience January 2005 - August 2007
Job designer & educator
Industry Design
Experience
The Art Institute of Chicago August 2015 - Present
the narrative: branding and design October 2012 - Present
University of Illinois at Chicago December 2014 - Present
Harrington College of Design January 2012 - August 2015
University of Illinois at Chicago August 2013 - May 2014
Loyola University Chicago January 2013 - May 2013
Sun Life Financial September 2007 - July 2009
Commonwealth Financial Network January 2005 - August 2007
NETC February 2000 - August 2003
Blue Cross Blue Shield November 1998 - February 2000
Skills
Adobe Creative Suite 5:..., Photoshop, Graphic Design, Adobe Creative Suite, Direct Mail, Newsletters, Advertising, Dreamweaver, Art Direction, Typography, University Teaching, Catalogs, Graphics, InDesign, Marketing, Layout, Illustrator, Digital Marketing, Digital Media, Logo Design, Corporate Branding, Brand Development, Branding & Identity, Brand Implementation, Mac, Illustration
Education
University of Illinois at Chicago 2009 — 2011
MFA, Graphic Design
The Visual Communication Institute / The Basel School of Design (FHNW HGK) 2010 — 2010
certificate
Northeastern University 1994 — 1998
Art, Graphic Design
Holy Cross High School
The Art Institute of Chicago August 2015 - Present
the narrative: branding and design October 2012 - Present
University of Illinois at Chicago December 2014 - Present
Harrington College of Design January 2012 - August 2015
University of Illinois at Chicago August 2013 - May 2014
Loyola University Chicago January 2013 - May 2013
Sun Life Financial September 2007 - July 2009
Commonwealth Financial Network January 2005 - August 2007
NETC February 2000 - August 2003
Blue Cross Blue Shield November 1998 - February 2000
Skills
Adobe Creative Suite 5:..., Photoshop, Graphic Design, Adobe Creative Suite, Direct Mail, Newsletters, Advertising, Dreamweaver, Art Direction, Typography, University Teaching, Catalogs, Graphics, InDesign, Marketing, Layout, Illustrator, Digital Marketing, Digital Media, Logo Design, Corporate Branding, Brand Development, Branding & Identity, Brand Implementation, Mac, Illustration
Education
University of Illinois at Chicago 2009 — 2011
MFA, Graphic Design
The Visual Communication Institute / The Basel School of Design (FHNW HGK) 2010 — 2010
certificate
Northeastern University 1994 — 1998
Art, Graphic Design
Holy Cross High School
Brent Jerdo Brent Jerdo's Commonwealth Financial Network Experience October 2012 - Present
Job Information Security Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2012 - Present
Commonwealth Financial Network February 2010 - October 2012
Whiteman Osterman & Hanna LLP March 2007 - February 2010
Best Buy January 2005 - January 2007
Xerox Litigation Services January 2003 - January 2004
Convergys January 2001 - January 2002
Skills
Technical Support, Microsoft Office, Troubleshooting, Data Recovery, Wireless Networking, Remote Troubleshooting, Problem Solving, Disk Encryption, Windows 7, Windows XP Pro, Virus Removal, Computer Repair, Networking, Altiris, Active Directory, Blackberry, iPhone, Android, Windows Mobile, Printers, Avaya Site..., Cortex, TrueCrypt, Safeboot, Symantec Endpoint..., Symantec Endpoint..., Norton Ghost, Technical Writing, ProLaw, Information Security, Security Consulting, Incident Response
Education
North Country Community College
Computer Science
Commonwealth Financial Network October 2012 - Present
Commonwealth Financial Network February 2010 - October 2012
Whiteman Osterman & Hanna LLP March 2007 - February 2010
Best Buy January 2005 - January 2007
Xerox Litigation Services January 2003 - January 2004
Convergys January 2001 - January 2002
Skills
Technical Support, Microsoft Office, Troubleshooting, Data Recovery, Wireless Networking, Remote Troubleshooting, Problem Solving, Disk Encryption, Windows 7, Windows XP Pro, Virus Removal, Computer Repair, Networking, Altiris, Active Directory, Blackberry, iPhone, Android, Windows Mobile, Printers, Avaya Site..., Cortex, TrueCrypt, Safeboot, Symantec Endpoint..., Symantec Endpoint..., Norton Ghost, Technical Writing, ProLaw, Information Security, Security Consulting, Incident Response
Education
North Country Community College
Computer Science
Kate Flood Kate Flood's Commonwealth Financial Network Experience June 2013 - Present
Job Director, Editorial; EditorinChief, Commonwealth Business Review at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2013 - Present
Commonwealth Financial Network June 2005 - June 2013
Commonwealth Financial Network June 2004 - June 2005
Commonwealth Financial Network March 2002 - June 2004
Deskey January 1999 - June 2001
Skills
Editing, Content Management, Proofreading, Marketing Communications, Social Media, Copy Editing, Social Media Marketing, Marketing, Corporate Communications, Publications, Creative Writing, Copywriting, Management, Advertising
Education
New England Conservatory of Music 2001 — 2002
University of Cincinnati 1994 — 1998
BA
Commonwealth Financial Network June 2013 - Present
Commonwealth Financial Network June 2005 - June 2013
Commonwealth Financial Network June 2004 - June 2005
Commonwealth Financial Network March 2002 - June 2004
Deskey January 1999 - June 2001
Skills
Editing, Content Management, Proofreading, Marketing Communications, Social Media, Copy Editing, Social Media Marketing, Marketing, Corporate Communications, Publications, Creative Writing, Copywriting, Management, Advertising
Education
New England Conservatory of Music 2001 — 2002
University of Cincinnati 1994 — 1998
BA
Brendon Maloney Brendon Maloney's Commonwealth Financial Network Experience January 2007 - February 2010
Job Regulatory Coordinator at FINRA
Industry Financial Services
Experience
FINRA February 2014 - Present
Cetera Financial Group June 2013 - January 2014
National Planning Holdings, INC. June 2011 - June 2013
Commonwealth Financial Network January 2007 - February 2010
Columbia Management October 2004 - July 2006
COPPER MOUNTAIN SKI RESORT December 2004 - March 2005
BERLIN MUSEUM FOR COMMUNICATION September 2002 - December 2002
Skills
Series 7, Series 24, Series 63, General Securities..., Investment Advisor..., Broker-Dealer Compliance, Securities Exchange Act..., Investment Company Act, Investment Advisers Act, Code of Ethics, Anti Money Laundering, Risk Management, Mutual Funds, Investments
Education
Nazareth College of Rochester 2000 — 2004
B.S.
Nazareth College of Rochester 2000 — 2004
Bachelor of Business Administration (BBA)
FINRA February 2014 - Present
Cetera Financial Group June 2013 - January 2014
National Planning Holdings, INC. June 2011 - June 2013
Commonwealth Financial Network January 2007 - February 2010
Columbia Management October 2004 - July 2006
COPPER MOUNTAIN SKI RESORT December 2004 - March 2005
BERLIN MUSEUM FOR COMMUNICATION September 2002 - December 2002
Skills
Series 7, Series 24, Series 63, General Securities..., Investment Advisor..., Broker-Dealer Compliance, Securities Exchange Act..., Investment Company Act, Investment Advisers Act, Code of Ethics, Anti Money Laundering, Risk Management, Mutual Funds, Investments
Education
Nazareth College of Rochester 2000 — 2004
B.S.
Nazareth College of Rochester 2000 — 2004
Bachelor of Business Administration (BBA)
Paul Shaughnessy's Commonwealth Financial Network Experience August 2013 - March 2015
Job Vice President of Sales and Business Development at Serenity LLC
Industry Hospitality
Experience
FLUXX San Diego May 2015 - Present
SoundGuard March 2015 - Present
NFL/CFL/UFL/AFL/IFL 2011 - Present
Commonwealth Financial Network August 2013 - March 2015
State Street Corporation June 2011 - December 2011
Mount Ida College February 2011 - May 2011
UBS Financial Services Inc January 2011 - May 2011
Mount Ida College September 2007 - May 2011
FinishLine August 2005 - January 2008
Skills
Customer Service, Salesforce.com, PowerPoint, Research, Outlook, Microsoft Office, Microsoft Excel
Education
Mount Ida College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Mount Ida College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
FLUXX San Diego May 2015 - Present
SoundGuard March 2015 - Present
NFL/CFL/UFL/AFL/IFL 2011 - Present
Commonwealth Financial Network August 2013 - March 2015
State Street Corporation June 2011 - December 2011
Mount Ida College February 2011 - May 2011
UBS Financial Services Inc January 2011 - May 2011
Mount Ida College September 2007 - May 2011
FinishLine August 2005 - January 2008
Skills
Customer Service, Salesforce.com, PowerPoint, Research, Outlook, Microsoft Office, Microsoft Excel
Education
Mount Ida College 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Mount Ida College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Elizabeth O. Campbell's Commonwealth Financial Network Experience June 2007 - November 2011
Job Registered Representative at Sallale Financial Strategies LLC, An Independent Firm
Industry Financial Services
Experience
Sallale Financial Strageties, LLC, An Independent Firm 2011 - Present
Commonwealth Financial Network June 2007 - November 2011
Skills
Investments, Strategic Financial..., Securities, Financial Advisory, Retirement Planning, Financial Services, FINRA, Financial Planning, Small Business, Teamwork, Strategic Planning, Insurance, Wealth Management, Certified Financial..., Fundraising, Event Planning, Finance, Volunteering, Management
Education
Northeastern University 1979 — 1984
Bachelor of Science (B.A.), Business Administration, Management and Operations, Marketing
Sallale Financial Strageties, LLC, An Independent Firm 2011 - Present
Commonwealth Financial Network June 2007 - November 2011
Skills
Investments, Strategic Financial..., Securities, Financial Advisory, Retirement Planning, Financial Services, FINRA, Financial Planning, Small Business, Teamwork, Strategic Planning, Insurance, Wealth Management, Certified Financial..., Fundraising, Event Planning, Finance, Volunteering, Management
Education
Northeastern University 1979 — 1984
Bachelor of Science (B.A.), Business Administration, Management and Operations, Marketing
Mathew Chasey Mathew Chasey's Commonwealth Financial Network Experience August 2012 - Present
Job Insurance Case Manager at Commonwealth Financial Network
Industry Insurance
Experience
Commonwealth Financial Network August 2012 - Present
Commerce Insurance Company July 2007 - August 2012
Connecticut Sports Management Group, Inc May 2005 - August 2005
Madison Square Garden - Connecticut May 2004 - August 2004
Skills
Negotiation, Event Marketing, Customer Relations, Microsoft Office, Lotus Notes, Claims Handling, Public Relations, Team-oriented, Legal Documents, Organization &..., Case Managment, Property & Casualty..., Health Insurance, Life Insurance, AS400 system, Customer Service, Insurance, Claim, Liability, Event Management, Underwriting, Casualty, Coaching, Marketing, Subrogation
Education
Southern New Hampshire University 2005 — 2007
Masters, Business Administration
Nichols College 2003 — 2005
Bachelors of Science, Business Administration; Sport Management
Quinsigamond Community College 2001 — 2003
Associates Degree, Business Administration
Commonwealth Financial Network August 2012 - Present
Commerce Insurance Company July 2007 - August 2012
Connecticut Sports Management Group, Inc May 2005 - August 2005
Madison Square Garden - Connecticut May 2004 - August 2004
Skills
Negotiation, Event Marketing, Customer Relations, Microsoft Office, Lotus Notes, Claims Handling, Public Relations, Team-oriented, Legal Documents, Organization &..., Case Managment, Property & Casualty..., Health Insurance, Life Insurance, AS400 system, Customer Service, Insurance, Claim, Liability, Event Management, Underwriting, Casualty, Coaching, Marketing, Subrogation
Education
Southern New Hampshire University 2005 — 2007
Masters, Business Administration
Nichols College 2003 — 2005
Bachelors of Science, Business Administration; Sport Management
Quinsigamond Community College 2001 — 2003
Associates Degree, Business Administration
Brandon Mather's Commonwealth Financial Network Experience January 2012 - March 2014
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
Dunham & Associates March 2014 - Present
Commonwealth Financial Network January 2012 - March 2014
MFS Financial Services October 2009 - January 2012
Ameriprise Financial August 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Financial Services, Communication Skills, Customer Service, Series 7, Series 63, Series 65, Creative Solutions, Microsoft Excel, Microsoft Word, Data Integrity, New Account Generation, Retirement Planning, Transfers Of Equity, Equity Trading, Wealth Management, Sales, Manage Client..., Leadership, Financial Advisory, Strategic Financial..., Management, Customer Satisfaction, Sales Operations, Series 24, Investments, Communication, Financial Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance, Entrepreneurship
E.O. Smith High School 2001 — 2005
Dunham & Associates March 2014 - Present
Commonwealth Financial Network January 2012 - March 2014
MFS Financial Services October 2009 - January 2012
Ameriprise Financial August 2009 - August 2009
Enterprise Rent-A-Car May 2008 - August 2008
Skills
Financial Services, Communication Skills, Customer Service, Series 7, Series 63, Series 65, Creative Solutions, Microsoft Excel, Microsoft Word, Data Integrity, New Account Generation, Retirement Planning, Transfers Of Equity, Equity Trading, Wealth Management, Sales, Manage Client..., Leadership, Financial Advisory, Strategic Financial..., Management, Customer Satisfaction, Sales Operations, Series 24, Investments, Communication, Financial Planning
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelors, Finance, Entrepreneurship
E.O. Smith High School 2001 — 2005
Lucas Sheehan Lucas Sheehan's Commonwealth Financial Network Experience February 2012 - Present
Job Team Lead, CRM Database Conversion Engineer, Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial Network June 2011 - February 2012
Skills
Analysis, CRM, Troubleshooting, Requirements Gathering, Integration, strong analytical,..., Excellent communication..., Ability to track..., Technical Support..., CRM integration, Data Migration, ETL Tools, Technical Support, Microsoft Office, Software Documentation, Customer Service, Project Management, Training, SharePoint, Databases
Education
Southern New Hampshire University
Bachelor's degree, Information Technology
Nashua Community College
Associate's degree, Computer Networking
Nashua Community College
Associate's degree, Small Business Administration/Management
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial Network June 2011 - February 2012
Skills
Analysis, CRM, Troubleshooting, Requirements Gathering, Integration, strong analytical,..., Excellent communication..., Ability to track..., Technical Support..., CRM integration, Data Migration, ETL Tools, Technical Support, Microsoft Office, Software Documentation, Customer Service, Project Management, Training, SharePoint, Databases
Education
Southern New Hampshire University
Bachelor's degree, Information Technology
Nashua Community College
Associate's degree, Computer Networking
Nashua Community College
Associate's degree, Small Business Administration/Management
James Fullerton's Commonwealth Financial Network Experience June 2014 - August 2014
Job Accounting and Jazz Piano Graduate of Loyola University New Orleans
Industry
Experience
Key of J December 2010 - Present
Loyola University University New Orleans May 2015 - August 2015
Loyola University University New Orleans August 2013 - May 2015
Good Work Network September 2014 - December 2014
Commonwealth Financial Network June 2014 - August 2014
Commonwealth Financial Network June 2013 - August 2013
FIT Contracting May 2012 - August 2012
Education
Loyola University New Orleans 2011 — 2015
Bachelor’s Degree, Accounting and Jazz Studies (Jazz Piano)
Key of J December 2010 - Present
Loyola University University New Orleans May 2015 - August 2015
Loyola University University New Orleans August 2013 - May 2015
Good Work Network September 2014 - December 2014
Commonwealth Financial Network June 2014 - August 2014
Commonwealth Financial Network June 2013 - August 2013
FIT Contracting May 2012 - August 2012
Education
Loyola University New Orleans 2011 — 2015
Bachelor’s Degree, Accounting and Jazz Studies (Jazz Piano)
Becky Linhart Becky Linhart's Commonwealth Financial Network Experience 2006 - 2014
Job Partner at Sharp & Linhart Financial Strategies
Industry Financial Services
Experience
Sharp & Linhart Financial Strategies January 2006 - Present
Commonwealth Financial Network 2006 - 2014
Commonwealth Financial Network 2006 - 2014
Progressive Equity Strategies December 2004 - December 2006
Smith Barney December 1999 - December 2004
Skills
Investment Advisory, Wealth Management, Securities, Alternative Investments, Series 7, Investments, Retirement Planning, Strategic Financial..., Asset Management, Mutual Funds, Portfolio Management, Equities, Financial Analysis, Private Equity
Education
Harvard University
Certificate of Special Studies Management, Accounting and Business/Management
Roanoke College
Bachelor of Science (BS), Psychology
Sharp & Linhart Financial Strategies January 2006 - Present
Commonwealth Financial Network 2006 - 2014
Commonwealth Financial Network 2006 - 2014
Progressive Equity Strategies December 2004 - December 2006
Smith Barney December 1999 - December 2004
Skills
Investment Advisory, Wealth Management, Securities, Alternative Investments, Series 7, Investments, Retirement Planning, Strategic Financial..., Asset Management, Mutual Funds, Portfolio Management, Equities, Financial Analysis, Private Equity
Education
Harvard University
Certificate of Special Studies Management, Accounting and Business/Management
Roanoke College
Bachelor of Science (BS), Psychology
Trevor Shannon Trevor Shannon's Commonwealth Financial Network Experience May 2011 - August 2011
Job Senior Consultant at FactSet
Industry Financial Services
Experience
FactSet October 2014 - Present
FactSet Research Systems October 2012 - September 2014
Commonwealth Financial Network May 2011 - August 2011
Snow Ski and Board October 2005 - January 2011
Jaccard Corporation May 2010 - August 2010
TES Environmental Corporation May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Bloomberg, FactSet, Fixed Income, Investments
Education
Miami University 2008 — 2012
Bachelor's degree, Finance, General
FactSet October 2014 - Present
FactSet Research Systems October 2012 - September 2014
Commonwealth Financial Network May 2011 - August 2011
Snow Ski and Board October 2005 - January 2011
Jaccard Corporation May 2010 - August 2010
TES Environmental Corporation May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Equity Research, Bloomberg, FactSet, Fixed Income, Investments
Education
Miami University 2008 — 2012
Bachelor's degree, Finance, General
Dan Simeone's Commonwealth Financial Network Experience July 2013 - December 2013
Job Assistant at Paradigm Talent Agency
Industry Motion Pictures and Film
Experience
Paradigm Talent Agency September 2015 - Present
Mac Z Legal Staffing May 2015 - July 2015
ICM Partners July 2014 - August 2014
Northeastern University Film Enthusiast Club October 2013 - July 2014
Commonwealth Financial Network July 2013 - December 2013
Boxford Cable Access Television June 2010 - May 2013
Lunchpail Productions July 2012 - December 2012
Skills
Video Editing, Final Cut Pro, Film Editing, Video, Screenwriting, Film Production, Film, Lighting, Editing, Photography, Business Networking, Creative Writing, Television, Broadcast, Facebook, Entertainment, Blogging, Video Production, Adobe Creative Suite, Social Media Marketing, Digital Media, Social Media, Photoshop, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), Communications and Cinema Studies, GPA 3.5
St. John's Prep High School 2006 — 2010
Paradigm Talent Agency September 2015 - Present
Mac Z Legal Staffing May 2015 - July 2015
ICM Partners July 2014 - August 2014
Northeastern University Film Enthusiast Club October 2013 - July 2014
Commonwealth Financial Network July 2013 - December 2013
Boxford Cable Access Television June 2010 - May 2013
Lunchpail Productions July 2012 - December 2012
Skills
Video Editing, Final Cut Pro, Film Editing, Video, Screenwriting, Film Production, Film, Lighting, Editing, Photography, Business Networking, Creative Writing, Television, Broadcast, Facebook, Entertainment, Blogging, Video Production, Adobe Creative Suite, Social Media Marketing, Digital Media, Social Media, Photoshop, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), Communications and Cinema Studies, GPA 3.5
St. John's Prep High School 2006 — 2010
Dave Bucholtz Dave Bucholtz's Commonwealth Financial Network Experience 2003 - Present
Job President & Certified Financial Planner at Bucholtz Consulting
Industry Financial Services
Experience
Bucholtz Consulting 2004 - Present
Commonwealth Financial Network 2003 - Present
AGEdwards 2000 - 2003
Blakely Insurance 1992 - December 2000
Advantage Capital Corp 1996 - 2000
Skills
Highly skilled at..., Public Speaking, Educational workshops
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1992
BSBA
Indiana University Bloomington 1988 — 1989
Bucholtz Consulting 2004 - Present
Commonwealth Financial Network 2003 - Present
AGEdwards 2000 - 2003
Blakely Insurance 1992 - December 2000
Advantage Capital Corp 1996 - 2000
Skills
Highly skilled at..., Public Speaking, Educational workshops
Education
The Ohio State University - The Max M. Fisher College of Business 1989 — 1992
BSBA
Indiana University Bloomington 1988 — 1989
Robert L Devinney's Commonwealth Financial Network Experience May 2010 - August 2010
Job Investor Center Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Investments July 2013 - March 2014
SAI Global January 2012 - July 2013
Wayfair January 2011 - June 2011
Commonwealth Financial Network May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Editing, Quality Assurance, Customer Service, Finance, Equities, Mutual Funds, Financial Services, Photoshop, Spanish, Customer Satisfaction, Series 7, Trading, Sales
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Economics
Fidelity Investments February 2015 - Present
Fidelity Investments March 2014 - February 2015
Fidelity Investments July 2013 - March 2014
SAI Global January 2012 - July 2013
Wayfair January 2011 - June 2011
Commonwealth Financial Network May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Editing, Quality Assurance, Customer Service, Finance, Equities, Mutual Funds, Financial Services, Photoshop, Spanish, Customer Satisfaction, Series 7, Trading, Sales
Education
Northeastern University 2008 — 2012
Bachelor of Science (B.S.), Economics
Simon Heslop Simon Heslop's Commonwealth Financial Network Experience August 2006 - Present
Job Partner at Financial Strategy Associates Inc
Industry Financial Services
Experience
Financial Strategy Associates Inc September 2014 - Present
Commonwealth Financial Network August 2006 - Present
Greystone Financial Advisors June 2002 - December 2004
Fidelity Investments 1997 - 2002
Thomson Financial 1993 - 1997
Education
Northeastern University 1991 — 1993
MBA, Business
Union College 1984 — 1988
BSEE, EE
lhs
lhs
Financial Strategy Associates Inc September 2014 - Present
Commonwealth Financial Network August 2006 - Present
Greystone Financial Advisors June 2002 - December 2004
Fidelity Investments 1997 - 2002
Thomson Financial 1993 - 1997
Education
Northeastern University 1991 — 1993
MBA, Business
Union College 1984 — 1988
BSEE, EE
lhs
lhs
Dara Liguori Dara Liguori's Commonwealth Financial Network Experience February 2008 - February 2012
Job Digital Engagement Strategist at Ogilvy CommonHealth Worldwide
Industry Marketing and Advertising
Experience
Ogilvy CommonHealth Worldwide May 2015 - Present
HealthTalker December 2012 - October 2014
HealthTalker April 2012 - December 2012
Commonwealth Financial Network February 2008 - February 2012
Aquent/MassHousing October 2007 - January 2008
George P Johnson April 2007 - August 2007
Northeastern University August 2002 - April 2007
Skills
InDesign, Web Design, Illustrator, User Experience, QuarkXPress, Graphics, Adobe Creative Suite, Adobe Acrobat, Email Marketing, Creative Direction, Creative Strategy, User Interface Design, Visual Communication, Graphics Layout, Branding & Identity, Design Strategy, Concept Development, Conceptual Design, Brand Development, Logo Design, Graphic Design, Typography, Illustration, Art Direction, Posters, Interaction Design, Copywriting, Photoshop, Online Advertising
Education
Northeastern University
B.S., Psychology and Graphic Design
Ogilvy CommonHealth Worldwide May 2015 - Present
HealthTalker December 2012 - October 2014
HealthTalker April 2012 - December 2012
Commonwealth Financial Network February 2008 - February 2012
Aquent/MassHousing October 2007 - January 2008
George P Johnson April 2007 - August 2007
Northeastern University August 2002 - April 2007
Skills
InDesign, Web Design, Illustrator, User Experience, QuarkXPress, Graphics, Adobe Creative Suite, Adobe Acrobat, Email Marketing, Creative Direction, Creative Strategy, User Interface Design, Visual Communication, Graphics Layout, Branding & Identity, Design Strategy, Concept Development, Conceptual Design, Brand Development, Logo Design, Graphic Design, Typography, Illustration, Art Direction, Posters, Interaction Design, Copywriting, Photoshop, Online Advertising
Education
Northeastern University
B.S., Psychology and Graphic Design
Drew Bisset's Commonwealth Financial Network Experience January 2010 - September 2012
Job Interface over implementation
Industry Computer Software
Experience
WellMatch March 2015 - Present
WellMatch April 2014 - Present
Berklee Online September 2012 - April 2014
Commonwealth Financial Network January 2010 - September 2012
Commonwealth Financial Network January 2007 - December 2009
Skills
Ruby, Ember.js, Test Driven Development, Ruby on Rails, Vim, Docker, Web Applications, Bash, Node.js, Web Development, PostgreSQL, Rspec, Kanban, Kaizen, CSS, ASP.NET, Microsoft SQL Server, JavaScript, User Experience, Python, HTML 5, Web Services, SQL Server, Visual Studio, BDD, HTML5, jQuery, SharePoint
Education
New England Conservatory of Music 2002 — 2006
Bachelor of Arts, Music Composition
WellMatch March 2015 - Present
WellMatch April 2014 - Present
Berklee Online September 2012 - April 2014
Commonwealth Financial Network January 2010 - September 2012
Commonwealth Financial Network January 2007 - December 2009
Skills
Ruby, Ember.js, Test Driven Development, Ruby on Rails, Vim, Docker, Web Applications, Bash, Node.js, Web Development, PostgreSQL, Rspec, Kanban, Kaizen, CSS, ASP.NET, Microsoft SQL Server, JavaScript, User Experience, Python, HTML 5, Web Services, SQL Server, Visual Studio, BDD, HTML5, jQuery, SharePoint
Education
New England Conservatory of Music 2002 — 2006
Bachelor of Arts, Music Composition
Morgan Lundgren's Commonwealth Financial Network Experience July 2014 - December 2014
Job Inbound Marketing Coop at Crimson Hexagon
Industry Publishing
Experience
Crimson Hexagon July 2015 - Present
Northeastern University English Department September 2013 - April 2015
Commonwealth Financial Network July 2014 - December 2014
Spectrum Literary Arts Magazine November 2014 - November 2014
National Geographic Learning January 2013 - June 2013
Northeastern University Event Management September 2012 - December 2012
Marshalls - TJX Corporation November 2009 - December 2012
Northeastern University Residential Mail Services January 2012 - April 2012
Peace through Play September 2011 - April 2012
Off the Coast Magazine January 2007 - 2007
Skills
Editing, Copy Editing, Social Media, English, Customer Service, Management, Conflict Resolution, Research, PowerPoint, Microsoft Office, Telephone Skills, Mac OS, Merchandising, Microsoft Excel, Microsoft Office 2007, Youth Mentoring, Childcare, Library Science, Editorial, Proofreading
Education
Northeastern University 2011 — 2016
Bachelor of Arts (B.A.), English Lang/Lit. General, with minors in Cinema Studies and Women's, Gender, and Sexuality Studies
South Portland High School 2007 — 2011
Diploma
Crimson Hexagon July 2015 - Present
Northeastern University English Department September 2013 - April 2015
Commonwealth Financial Network July 2014 - December 2014
Spectrum Literary Arts Magazine November 2014 - November 2014
National Geographic Learning January 2013 - June 2013
Northeastern University Event Management September 2012 - December 2012
Marshalls - TJX Corporation November 2009 - December 2012
Northeastern University Residential Mail Services January 2012 - April 2012
Peace through Play September 2011 - April 2012
Off the Coast Magazine January 2007 - 2007
Skills
Editing, Copy Editing, Social Media, English, Customer Service, Management, Conflict Resolution, Research, PowerPoint, Microsoft Office, Telephone Skills, Mac OS, Merchandising, Microsoft Excel, Microsoft Office 2007, Youth Mentoring, Childcare, Library Science, Editorial, Proofreading
Education
Northeastern University 2011 — 2016
Bachelor of Arts (B.A.), English Lang/Lit. General, with minors in Cinema Studies and Women's, Gender, and Sexuality Studies
South Portland High School 2007 — 2011
Diploma
Charles Fiorino Charles Fiorino's Commonwealth Financial Network Experience April 2013 - April 2014
Job Associate Account Executive at Forrester Research
Industry Research
Experience
Forrester Research June 2015 - Present
Forrester Research May 2014 - May 2015
Commonwealth Financial Network April 2013 - April 2014
Major League Baseball Scouting Bureau September 2012 - October 2012
Arizona Diamondbacks February 2011 - October 2012
Boston Red Sox March 2010 - December 2010
Lowell All Americans Baseball (New England Collegiate Baseball League) April 2008 - October 2008
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
B.S., Sport Management
Forrester Research June 2015 - Present
Forrester Research May 2014 - May 2015
Commonwealth Financial Network April 2013 - April 2014
Major League Baseball Scouting Bureau September 2012 - October 2012
Arizona Diamondbacks February 2011 - October 2012
Boston Red Sox March 2010 - December 2010
Lowell All Americans Baseball (New England Collegiate Baseball League) April 2008 - October 2008
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
B.S., Sport Management
Andrea Manners, PHR Andrea Manners, PHR's Commonwealth Financial Network Experience May 2012 - May 2014
Job Manager, People Strategy Operations at Sapient
Industry Human Resources
Experience
Sapient August 2015 - Present
Sapient May 2014 - July 2015
Commonwealth Financial Network May 2012 - May 2014
Commonwealth Financial Network October 2010 - June 2012
Commonwealth Financial Network June 2009 - October 2010
Commonwealth Financial Network June 2007 - June 2009
KNF&T July 2006 - June 2007
Andover Controls July 2005 - December 2005
Skills
Recruiting, Human Resources, Customer Service, Staff Development, Event Planning, HRIS, Project Management, Microsoft Word, Public Speaking, Research, PowerPoint, Microsoft Office, Team Building, Microsoft Excel, Applicant Tracking..., College Recruiting, Outlook, Coaching, Compensation Analysis, Data Analysis, Training, Management, Employee Training, Job Analysis, Employee Relations, Onboarding
Education
Northeastern University 2002 — 2007
BA, Organizational Communication
Sapient August 2015 - Present
Sapient May 2014 - July 2015
Commonwealth Financial Network May 2012 - May 2014
Commonwealth Financial Network October 2010 - June 2012
Commonwealth Financial Network June 2009 - October 2010
Commonwealth Financial Network June 2007 - June 2009
KNF&T July 2006 - June 2007
Andover Controls July 2005 - December 2005
Skills
Recruiting, Human Resources, Customer Service, Staff Development, Event Planning, HRIS, Project Management, Microsoft Word, Public Speaking, Research, PowerPoint, Microsoft Office, Team Building, Microsoft Excel, Applicant Tracking..., College Recruiting, Outlook, Coaching, Compensation Analysis, Data Analysis, Training, Management, Employee Training, Job Analysis, Employee Relations, Onboarding
Education
Northeastern University 2002 — 2007
BA, Organizational Communication
Sean Swetz Sean Swetz's Commonwealth Financial Network Experience June 2014 - Present
Job Technology Training Specialist at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network June 2014 - Present
Freelance Design January 2007 - Present
Alex and Ani August 2013 - June 2014
ABCLeads Ventures June 2012 - July 2013
Apple Retail November 2009 - June 2012
DGI-Invisuals May 2008 - November 2009
Skills
Adobe Connect, Web Design, Adobe Creative Suite, OS X, Mac, Microsoft Office, Dreamweaver, Advertising, Graphic Design, iOS, Customer Service, Mac OS X, Adobe Acrobat, Brochures, PowerPoint, Photoshop, Illustrator, InDesign, Windows 7, Microsoft Word, Numbers, Keynote, Pages, HTML, Digital Signage, Aperture, Google Adwords, Google Analytics, HTML 5, Windows XP, Microsoft Excel, Flash, QuarkXPress, Help Desk Support, Trade Shows, Workshop Facilitation, Learning Behaviors, Constant Contact, Software Installation, Apple Aperture, Creative Direction, Layout, Interaction Design, Visual Communication, Curriculum Development, Adobe Captivate
Education
New England Institute of Technology 2006 — 2008
AS, Multimedia and Web Design
Commonwealth Financial Network June 2014 - Present
Freelance Design January 2007 - Present
Alex and Ani August 2013 - June 2014
ABCLeads Ventures June 2012 - July 2013
Apple Retail November 2009 - June 2012
DGI-Invisuals May 2008 - November 2009
Skills
Adobe Connect, Web Design, Adobe Creative Suite, OS X, Mac, Microsoft Office, Dreamweaver, Advertising, Graphic Design, iOS, Customer Service, Mac OS X, Adobe Acrobat, Brochures, PowerPoint, Photoshop, Illustrator, InDesign, Windows 7, Microsoft Word, Numbers, Keynote, Pages, HTML, Digital Signage, Aperture, Google Adwords, Google Analytics, HTML 5, Windows XP, Microsoft Excel, Flash, QuarkXPress, Help Desk Support, Trade Shows, Workshop Facilitation, Learning Behaviors, Constant Contact, Software Installation, Apple Aperture, Creative Direction, Layout, Interaction Design, Visual Communication, Curriculum Development, Adobe Captivate
Education
New England Institute of Technology 2006 — 2008
AS, Multimedia and Web Design
Tucker Roeder's Commonwealth Financial Network Experience July 2009 - December 2009
Job Investment Advisor Representative at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™ October 2014 - Present
McAdam Financially Advanced™ August 2013 - Present
ING Financial Partners May 2012 - September 2014
Wellington Management July 2010 - December 2010
Commonwealth Financial Network July 2009 - December 2009
Education
Northeastern University 2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship
McAdam Financially Advanced™ October 2014 - Present
McAdam Financially Advanced™ August 2013 - Present
ING Financial Partners May 2012 - September 2014
Wellington Management July 2010 - December 2010
Commonwealth Financial Network July 2009 - December 2009
Education
Northeastern University 2007 — 2012
Bachelor's Degree, Finance and Entrepreneurship
Amy Mancini Amy Mancini's Commonwealth Financial Network Experience July 2004 - August 2011
Job Registered Nurse
Industry
Experience
Brigham and Women's Hospital July 2012 - Present
Ryan Mancini Charitable Foundation April 2010 - Present
Commonwealth Financial Network July 2004 - August 2011
Skills
PowerPoint, Healthcare, Strategic Planning
Education
Regis College 2010 — 2013
BSN, Registered Nursing/Registered Nurse
Massachusetts Bay Community College 2001 — 2007
Brigham and Women's Hospital July 2012 - Present
Ryan Mancini Charitable Foundation April 2010 - Present
Commonwealth Financial Network July 2004 - August 2011
Skills
PowerPoint, Healthcare, Strategic Planning
Education
Regis College 2010 — 2013
BSN, Registered Nursing/Registered Nurse
Massachusetts Bay Community College 2001 — 2007
Meaghan Welch Meaghan Welch's Commonwealth Financial Network Experience October 2013 - Present
Job Service Center Associate
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - October 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - December 2011
Skills
Series 6, Insurance, SharePoint
Education
Northeastern University 2003 — 2006
BS, Psychology
Holyoke Community College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Commonwealth Financial Network October 2013 - Present
John Hancock Life Insurance Company (U.S.A.) December 2011 - October 2013
John Hancock Life Insurance Company (U.S.A.) July 2009 - December 2011
Skills
Series 6, Insurance, SharePoint
Education
Northeastern University 2003 — 2006
BS, Psychology
Holyoke Community College 2000 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
KARAN MONGA KARAN MONGA's Commonwealth Financial Network Experience March 2013 - September 2013
Job Tech Lead
Industry Program Development
Experience
Mphasis 2014 - 2015
Erie Insurance Group August 2014 - November 2014
Verizon Information Services October 2013 - July 2014
Commonwealth Financial Network March 2013 - September 2013
MVP Health Care January 2013 - March 2013
Verizon Information Services July 2011 - December 2012
Mastech July 2011 - September 2012
IMM January 2010 - July 2011
NRA Business Alliance August 2009 - December 2009
National Rifle Association August 2009 - December 2009
Skills
.NET, SSRS, SQL Server, VB.NET, ADO.NET, TFS, XML, C#, Microsoft SQL Server, IIS, LINQ, ASP.NET, Web Services, T-SQL, SOA, WCF, Agile Methodologies, SDLC, Web Applications, SQL, Visual Studio, JavaScript, AJAX, SharePoint, Scrum, Databases, UML, ASP.NET AJAX, SSIS, Java, CSS, VBScript, Test Driven Development, XSLT, HTML, WinForms, MVC, Eclipse, Unit Testing, Microsoft Office...
Education
National Institute of College (Regional Engineering College) 2002 — 2006
Bachelor, Information Technology
National Institute of Technology Durgapur 2002 — 2006
B.Tech, Information Technology
Army School 1989 — 1999
NIT, INFORMATION TECHNOLOGY
Mphasis 2014 - 2015
Erie Insurance Group August 2014 - November 2014
Verizon Information Services October 2013 - July 2014
Commonwealth Financial Network March 2013 - September 2013
MVP Health Care January 2013 - March 2013
Verizon Information Services July 2011 - December 2012
Mastech July 2011 - September 2012
IMM January 2010 - July 2011
NRA Business Alliance August 2009 - December 2009
National Rifle Association August 2009 - December 2009
Skills
.NET, SSRS, SQL Server, VB.NET, ADO.NET, TFS, XML, C#, Microsoft SQL Server, IIS, LINQ, ASP.NET, Web Services, T-SQL, SOA, WCF, Agile Methodologies, SDLC, Web Applications, SQL, Visual Studio, JavaScript, AJAX, SharePoint, Scrum, Databases, UML, ASP.NET AJAX, SSIS, Java, CSS, VBScript, Test Driven Development, XSLT, HTML, WinForms, MVC, Eclipse, Unit Testing, Microsoft Office...
Education
National Institute of College (Regional Engineering College) 2002 — 2006
Bachelor, Information Technology
National Institute of Technology Durgapur 2002 — 2006
B.Tech, Information Technology
Army School 1989 — 1999
NIT, INFORMATION TECHNOLOGY
Elena Muench Elena Muench's Commonwealth Financial Network Experience December 2005 - November 2006
Job Director, Center for Faculty Development & Diversity Programs at Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital October 2010 - Present
Brigham and Women's Hospital October 2008 - September 2010
Brigham and Women's Hospital November 2006 - September 2008
Commonwealth Financial Network December 2005 - November 2006
Commonwealth Financial Network 2005 - 2006
Northeastern University Student Loan Collection April 2002 - December 2005
Skills
Leadership, Community Outreach, Management, Program Management, Training, Research, Program Evaluation, Human Resources, Public Health, Healthcare, Social Media
Education
Northeastern University 2001 — 2005
BA, Economics
Lauralton Hall 1997 — 2001
Brigham and Women's Hospital October 2010 - Present
Brigham and Women's Hospital October 2008 - September 2010
Brigham and Women's Hospital November 2006 - September 2008
Commonwealth Financial Network December 2005 - November 2006
Commonwealth Financial Network 2005 - 2006
Northeastern University Student Loan Collection April 2002 - December 2005
Skills
Leadership, Community Outreach, Management, Program Management, Training, Research, Program Evaluation, Human Resources, Public Health, Healthcare, Social Media
Education
Northeastern University 2001 — 2005
BA, Economics
Lauralton Hall 1997 — 2001
Christopher Miga Christopher Miga's Commonwealth Financial Network Experience September 1996 - March 1998
Job Service Manager at F&W Pest Control, Inc.
Industry Environmental Services
Experience
F&W Pest Control, Inc. June 2015 - Present
F&W Pest Control, Inc. March 1998 - Present
Commonwealth Financial Network September 1996 - March 1998
The New England, Life Insurance March 1990 - September 1996
U.S. ARMY April 1984 - March 1988
Bird Machine February 1984 - March 1984
MasonNeilon 1983 - 1983
Foxboro Company 1981 - 1981
Skills
Attention to detail, Troubleshooting, Analysis, Customer Relations, Customer Service, Documentation, Key Account Management, Team Leadership, Teamwork, Mentoring, Photoshop, Excel, Photography, Quality, Research, Social Media, Problem Solving, Word, Writing, Windows, Microsoft Excel, Leadership, Sales, Management, Microsoft Word
Education
Tri County Regional Vocational Technical High School 1977 — 1981
Trade Certificate in Technical Drafting, Technical Drafting
Northeastern University
Business
F&W Pest Control, Inc. June 2015 - Present
F&W Pest Control, Inc. March 1998 - Present
Commonwealth Financial Network September 1996 - March 1998
The New England, Life Insurance March 1990 - September 1996
U.S. ARMY April 1984 - March 1988
Bird Machine February 1984 - March 1984
MasonNeilon 1983 - 1983
Foxboro Company 1981 - 1981
Skills
Attention to detail, Troubleshooting, Analysis, Customer Relations, Customer Service, Documentation, Key Account Management, Team Leadership, Teamwork, Mentoring, Photoshop, Excel, Photography, Quality, Research, Social Media, Problem Solving, Word, Writing, Windows, Microsoft Excel, Leadership, Sales, Management, Microsoft Word
Education
Tri County Regional Vocational Technical High School 1977 — 1981
Trade Certificate in Technical Drafting, Technical Drafting
Northeastern University
Business
Robert Lasch Robert Lasch's Commonwealth Financial Network Experience May 2014 - August 2014
Job Intern at Patriot Capital, L.P., Bengur Bryan & Co., Inc.
Industry Financial Services
Experience
Patriot Capital, L.P. June 2015 - August 2015
Bengur Bryan & Co., Inc. June 2015 - August 2015
AmericanLegionBaseballNewYorkDistrict3 May 2014 - August 2014
Commonwealth Financial Network May 2014 - August 2014
Capital Region BOCES May 2013 - August 2013
Tri-City ValleyCats, Inc. June 2012 - August 2012
Siena College May 2012 - June 2012
City of Albany July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Business Strategy, Sales, Team Leadership, Time Management
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
Danish Institute for Study Abroad 2014 — 2014
AlbanyAcademy 2008 — 2012
Patriot Capital, L.P. June 2015 - August 2015
Bengur Bryan & Co., Inc. June 2015 - August 2015
AmericanLegionBaseballNewYorkDistrict3 May 2014 - August 2014
Commonwealth Financial Network May 2014 - August 2014
Capital Region BOCES May 2013 - August 2013
Tri-City ValleyCats, Inc. June 2012 - August 2012
Siena College May 2012 - June 2012
City of Albany July 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Business Strategy, Sales, Team Leadership, Time Management
Education
Loyola University Maryland 2012 — 2016
Bachelor of Business Administration (B.B.A.), Economics
Danish Institute for Study Abroad 2014 — 2014
AlbanyAcademy 2008 — 2012
Ben Tindall's Commonwealth Financial Network Experience May 2015 - Present
Job Intern at Commonwealth Financial Network
Industry
Experience
Commonwealth Financial Network May 2015 - Present
Middlebury October 2013 - Present
Boston East India Hotels LLC May 2014 - September 2014
Freeport Seafood Company June 2012 - September 2013
Vail Resorts March 2013 - April 2013
American Eagle Outfitters June 2012 - September 2012
Skills
Public Speaking, PowerPoint, Microsoft Office
Education
Middlebury College 2013 — 2017
Bachelor’s Degree, Philosophy
Merriconeag Waldorf School 2009 — 2013
High School
Commonwealth Financial Network May 2015 - Present
Middlebury October 2013 - Present
Boston East India Hotels LLC May 2014 - September 2014
Freeport Seafood Company June 2012 - September 2013
Vail Resorts March 2013 - April 2013
American Eagle Outfitters June 2012 - September 2012
Skills
Public Speaking, PowerPoint, Microsoft Office
Education
Middlebury College 2013 — 2017
Bachelor’s Degree, Philosophy
Merriconeag Waldorf School 2009 — 2013
High School
Aaron Pickert, CRPC®'s Commonwealth Financial Network Experience August 2012 - November 2013
Job Financial Advisor at Eckman Wealth Management, LLC
Industry Financial Services
Experience
Eckman Wealth Management, LLC April 2015 - Present
The ETF Store, Inc. November 2013 - April 2015
Commonwealth Financial Network August 2012 - November 2013
Skills
Securities, Financial Advisory, Financial Analysis, Finance, Financial Services, Financial Planning, Strategic Financial..., Retirement Planning, Valuation, Risk Management, Wealth, Retirement Plan..., Risk Analysis, Financial Risk..., Stock Trading, Stock Picking
Education
Kansas State University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Economics
S.M. South
Eckman Wealth Management, LLC April 2015 - Present
The ETF Store, Inc. November 2013 - April 2015
Commonwealth Financial Network August 2012 - November 2013
Skills
Securities, Financial Advisory, Financial Analysis, Finance, Financial Services, Financial Planning, Strategic Financial..., Retirement Planning, Valuation, Risk Management, Wealth, Retirement Plan..., Risk Analysis, Financial Risk..., Stock Trading, Stock Picking
Education
Kansas State University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Economics
S.M. South
Stephen Fulghum Stephen Fulghum's Commonwealth Financial Network Experience June 2015 - Present
Job Web Developer
Industry Graphic Design
Experience
Commonwealth Financial Network June 2015 - Present
Wayfair June 2013 - June 2015
NFPA April 2013 - June 2013
Ballast Lane Applications, LLC November 2012 - November 2012
Unbound Commerce May 2012 - September 2012
Marblehead Bank August 2010 - September 2011
G.Education November 2007 - September 2009
NOVA Group September 2007 - October 2007
Skills
HTML 5, CSS, SASS, WordPress, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Web Design, Graphic Design, Photography, Editing, Creative Writing, Microsoft Office, Adobe Fireworks, Dreamweaver, Teaching, Typography, Web Content, Git, PHP, JavaScript, Responsive Design, Microsoft Word, HTML5
Education
Boston University Center for Digital Imaging Arts (CDIA) 2011 — 2012
Professional Certificate, Graphic and Web Design
Ithaca College 2003 — 2007
B.A, Writing, German Area Studies
Commonwealth Financial Network June 2015 - Present
Wayfair June 2013 - June 2015
NFPA April 2013 - June 2013
Ballast Lane Applications, LLC November 2012 - November 2012
Unbound Commerce May 2012 - September 2012
Marblehead Bank August 2010 - September 2011
G.Education November 2007 - September 2009
NOVA Group September 2007 - October 2007
Skills
HTML 5, CSS, SASS, WordPress, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Web Design, Graphic Design, Photography, Editing, Creative Writing, Microsoft Office, Adobe Fireworks, Dreamweaver, Teaching, Typography, Web Content, Git, PHP, JavaScript, Responsive Design, Microsoft Word, HTML5
Education
Boston University Center for Digital Imaging Arts (CDIA) 2011 — 2012
Professional Certificate, Graphic and Web Design
Ithaca College 2003 — 2007
B.A, Writing, German Area Studies
Cheryl McCaffrey's Commonwealth Financial Network Experience 2003 - 2004
Job Senior Production Artist, State Street Global Advisors
Industry Design
Experience
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
State Street Global Advisors September 2014 - Present
Cambridge BioMarketing 2011 - August 2014
Cambridge BioMarketing 2008 - 2011
MFS Investment Management 2008 - 2008
State Street 2006 - 2008
HomeWorks Media Group 2004 - 2006
Commonwealth Financial Network 2003 - 2004
Hull Creative Group 2000 - 2001
Hill Holliday 1998 - 2000
Skills
Graphic Design, Photoshop, Illustrator, Typography, Graphics, InDesign, Web Design, HTML 5, Interaction Design, CSS, Wireframes, Art Direction, User Experience, Art, User-centered Design, Logo Design, Layout, Creative Direction, HTML5, QuarkXPress, Corporate Identity, Adobe Creative Suite, Brochures, Creative Strategy, Corporate Branding, Mac, Brand Development, Collateral, Adobe Acrobat, Studio Art
Education
Loyola University New Orleans 1994 — 1998
Bachelor of Arts (BA), Advertising and Graphic Design
Massachusetts College of Art 2011 — 2012
Continuing Education, Web Design
Diana Nicolo's Commonwealth Financial Network Experience November 2011 - April 2012
Job Infrastructure Analyst/Business Continuity Manager at Montpelier Group
Industry Information Technology and Services
Experience
Commonwealth Financial Network November 2011 - April 2012
CSC February 2010 - October 2010
Raytheon May 2007 - February 2010
Raytheon September 2003 - May 2007
GroupCentric Consulting March 1998 - September 2004
Raytheon April 1998 - May 2002
ALI / InfoImage 1996 - 1998
Epsilon 1994 - 1996
Osram Sylvania June 1984 - September 1994
Skills
Disaster Recovery, SharePoint Site..., Lync, Business Continuity..., Project Management
Education
Lesley University
Bachelor of Science
Northeastern University
Certificate
Commonwealth Financial Network November 2011 - April 2012
CSC February 2010 - October 2010
Raytheon May 2007 - February 2010
Raytheon September 2003 - May 2007
GroupCentric Consulting March 1998 - September 2004
Raytheon April 1998 - May 2002
ALI / InfoImage 1996 - 1998
Epsilon 1994 - 1996
Osram Sylvania June 1984 - September 1994
Skills
Disaster Recovery, SharePoint Site..., Lync, Business Continuity..., Project Management
Education
Lesley University
Bachelor of Science
Northeastern University
Certificate
Ryan Fleming Ryan Fleming's Commonwealth Financial Network Experience July 2009 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Armstrong, Fleming & Moore, Inc.
Industry Financial Services
Experience
Commonwealth Financial Network July 2009 - Present
Armstrong, Fleming & Moore, Inc. February 1991 - Present
Education
University of Maryland College Park 1989 — 1995
Finance
Montgomery College 1990 — 1993
AA, General Studies
Walt Whitman High School 1985 — 1989
Commonwealth Financial Network July 2009 - Present
Armstrong, Fleming & Moore, Inc. February 1991 - Present
Education
University of Maryland College Park 1989 — 1995
Finance
Montgomery College 1990 — 1993
AA, General Studies
Walt Whitman High School 1985 — 1989
Louis A. Gary Louis A. Gary's Commonwealth Financial Network Experience October 2004 - February 2007
Job Financial Advisor @ Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Point Foundation July 2014 - Present
Ameriprise Financial Services, Inc. September 2008 - Present
AGLCC 2000 - 2014
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Out & Equal Workplace Advocates 2009 - 2011
Morgan Stanley April 2007 - April 2008
Commonwealth Financial Network October 2004 - February 2007
American Express Financial Advisors February 2002 - October 2004
Allstate Insurance June 2000 - December 2001
Education
Mississippi State University - College of Business and Industry 1977 — 1982
B.B.A., Managment / Accounting
Mississippi College 1986 — 1986
Accounting - Controllership
Juan Andres Gallo Juan Andres Gallo's Commonwealth Financial Network Experience July 2014 - December 2014
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
Commonwealth Financial Network July 2014 - December 2014
Skills
Research, Teamwork, Social Media, Marketing, Social Networking, Time Management, Event Planning, People Skills, Leadership, Customer Service
Education
Northeastern University 2012 — 2017
Business
Asociación Escuelas Lincoln 2007 — 2012
High School Diploma
Commonwealth Financial Network July 2014 - December 2014
Skills
Research, Teamwork, Social Media, Marketing, Social Networking, Time Management, Event Planning, People Skills, Leadership, Customer Service
Education
Northeastern University 2012 — 2017
Business
Asociación Escuelas Lincoln 2007 — 2012
High School Diploma
Gina Grandone Gina Grandone's Commonwealth Financial Network Experience November 2012 - July 2014
Job Marketing Strategy Lead at The Boston Consulting Group
Industry Marketing and Advertising
Experience
The Boston Consulting Group July 2014 - Present
Commonwealth Financial Network November 2012 - July 2014
Commonwealth Financial Network September 2011 - November 2012
Commonwealth Financial Network June 2010 - October 2011
Commonwealth Financial Network June 2007 - June 2010
Saltus Press August 2005 - June 2007
Skills
Advertising, Account Management, Blogging, Team Building, Customer Service, Marketing Project..., Brand Awareness, Brand Communication, Brand Strategy, Brand Development, Newsletters, Constant Contact, Marketing Communications, Email Marketing, Marketing Management, Product Marketing, Marketing Strategy, Organizing, Research, Teamwork, Team Leadership, Cross-functional Team..., Integrated Marketing, Social Media, Leadership, Social Media Marketing, Management, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
MBA, Marketing
Providence College 2001 — 2005
Bachelor of Science, Marketing
Holy Name High School
The Boston Consulting Group July 2014 - Present
Commonwealth Financial Network November 2012 - July 2014
Commonwealth Financial Network September 2011 - November 2012
Commonwealth Financial Network June 2010 - October 2011
Commonwealth Financial Network June 2007 - June 2010
Saltus Press August 2005 - June 2007
Skills
Advertising, Account Management, Blogging, Team Building, Customer Service, Marketing Project..., Brand Awareness, Brand Communication, Brand Strategy, Brand Development, Newsletters, Constant Contact, Marketing Communications, Email Marketing, Marketing Management, Product Marketing, Marketing Strategy, Organizing, Research, Teamwork, Team Leadership, Cross-functional Team..., Integrated Marketing, Social Media, Leadership, Social Media Marketing, Management, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
MBA, Marketing
Providence College 2001 — 2005
Bachelor of Science, Marketing
Holy Name High School
Mack Micera's Commonwealth Financial Network Experience January 2013 - June 2013
Job GE Financial Management Program EID
Industry Financial Services
Experience
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Longfellow Investment Management Co. May 2014 - June 2014
Batterymarch Financial Management January 2014 - May 2014
Commonwealth Financial Network January 2013 - June 2013
RBC Dain Rauscher July 2012 - August 2012
Roxiticus Golf Club May 2012 - August 2012
Mesco Medic June 2011 - September 2011
3 West June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close
Education
Northeastern University 2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5
The London School of Economics and Political Science (LSE) 2014 — 2014
Management and Finance
West Morris Mendham High School 2007 — 2011
3.4, weighted 4.3
Natalie Olivier Natalie Olivier's Commonwealth Financial Network Experience September 2005 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Commonwealth Financial Network September 2005 - Present
Gill Fishman Associates September 2004 - September 2005
Skills
Graphic Design, Typography, Art Direction, Photoshop, InDesign, Adobe Creative Suite, QuarkXPress, Social Media, Web Design, Logo Design, Layout, Illustrator, Direct Marketing, Direct Mail, Advertising, Graphics, User Interface Design
Education
Northeastern University 1997 — 2002
BS, Media Arts and Design
Commonwealth Financial Network September 2005 - Present
Gill Fishman Associates September 2004 - September 2005
Skills
Graphic Design, Typography, Art Direction, Photoshop, InDesign, Adobe Creative Suite, QuarkXPress, Social Media, Web Design, Logo Design, Layout, Illustrator, Direct Marketing, Direct Mail, Advertising, Graphics, User Interface Design
Education
Northeastern University 1997 — 2002
BS, Media Arts and Design
Nathan Tessler Nathan Tessler's Commonwealth Financial Network Experience January 2014 - April 2014
Job Student at Northeastern University
Industry Sports
Experience
Commonwealth Financial Network January 2014 - April 2014
Bleacher Report January 2013 - August 2013
Bleacher Report January 2013 - June 2013
Youth1 Media May 2012 - July 2012
Skills
Photoshop, Editing, Microsoft Word, Microsoft Office, Teamwork, Social Media, Microsoft Excel, Management, PowerPoint, Public Relations, Leadership, Public Speaking, Video, Entertainment
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Commonwealth Financial Network January 2014 - April 2014
Bleacher Report January 2013 - August 2013
Bleacher Report January 2013 - June 2013
Youth1 Media May 2012 - July 2012
Skills
Photoshop, Editing, Microsoft Word, Microsoft Office, Teamwork, Social Media, Microsoft Excel, Management, PowerPoint, Public Relations, Leadership, Public Speaking, Video, Entertainment
Education
Northeastern University 2011 — 2016
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Christopher Absi Christopher Absi's Commonwealth Financial Network Experience January 2015 - Present
Job Help Desk Technician at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network January 2015 - Present
Geek Squad November 2013 - Present
Millyard Design Associates, Ltd December 2011 - Present
Best Buy October 2011 - November 2013
LightWedge, LLC June 2011 - September 2011
Millyard Design July 2007 - January 2011
SAW Design April 2008 - January 2009
Skills
Illustrator, Photoshop, Typography, InDesign, Type Design, Adobe Creative Suite, Photography, Music Production, Computer Proficiency, Sales, Written & Verbal..., Web Design, Branding & Identity, Information Design, Illustration, Logo Design, Art Direction, Help Desk Support, Windows 7, Windows 8, IT Hardware Support, Mac, Packaging
Education
Northeastern University 2005 — 2009
BS, Graphic Design
University of Massachusetts Boston 2005 — 2005
N/A, Art
Xaverian Brothers High School 2001 — 2005
High School Diploma
Commonwealth Financial Network January 2015 - Present
Geek Squad November 2013 - Present
Millyard Design Associates, Ltd December 2011 - Present
Best Buy October 2011 - November 2013
LightWedge, LLC June 2011 - September 2011
Millyard Design July 2007 - January 2011
SAW Design April 2008 - January 2009
Skills
Illustrator, Photoshop, Typography, InDesign, Type Design, Adobe Creative Suite, Photography, Music Production, Computer Proficiency, Sales, Written & Verbal..., Web Design, Branding & Identity, Information Design, Illustration, Logo Design, Art Direction, Help Desk Support, Windows 7, Windows 8, IT Hardware Support, Mac, Packaging
Education
Northeastern University 2005 — 2009
BS, Graphic Design
University of Massachusetts Boston 2005 — 2005
N/A, Art
Xaverian Brothers High School 2001 — 2005
High School Diploma
John Paciga's Commonwealth Financial Network Experience March 2008 - March 2013
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual March 2013 - Present
Commonwealth Financial Network March 2008 - March 2013
Lee-Nolan Associates July 1989 - March 2008
Education
James Madison University 1985 — 1989
Northwestern Mutual March 2013 - Present
Commonwealth Financial Network March 2008 - March 2013
Lee-Nolan Associates July 1989 - March 2008
Education
James Madison University 1985 — 1989
Gordon Radley Gordon Radley's Commonwealth Financial Network Experience April 2013 - Present
Job Senior SQL Developer at Commonwealth Financial Network
Industry Computer Software
Experience
Commonwealth Financial Network April 2013 - Present
The Yacobian Group April 2001 - March 2013
Whittman-Hart / marchFIRST March 1998 - April 2001
CR Bard 1989 - March 1998
The Colibri Group 1982 - 1989
Skills
SSIS, T-SQL, TFS, Microsoft SQL Server, Stored Procedures, Database Administration, Performance Tuning, SQL Tuning, Data Modeling, ETL, T-SQL Stored Procedures, Agile Methodologies, Data Warehousing, Database Design, Analysis Services, Replication, SSRS, Relational Databases, ASP, Databases, SDLC
Education
Johnson & Wales University 1994 — 1997
BS, Busniess Administration
Commonwealth Financial Network April 2013 - Present
The Yacobian Group April 2001 - March 2013
Whittman-Hart / marchFIRST March 1998 - April 2001
CR Bard 1989 - March 1998
The Colibri Group 1982 - 1989
Skills
SSIS, T-SQL, TFS, Microsoft SQL Server, Stored Procedures, Database Administration, Performance Tuning, SQL Tuning, Data Modeling, ETL, T-SQL Stored Procedures, Agile Methodologies, Data Warehousing, Database Design, Analysis Services, Replication, SSRS, Relational Databases, ASP, Databases, SDLC
Education
Johnson & Wales University 1994 — 1997
BS, Busniess Administration
Jeffrey Carmel's Commonwealth Financial Network Experience 2011 - Present
Job Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 2011 - Present
Fidelity Capital Markets 2008 - 2010
Fidelity Capital Markets 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Prudential Securities 1992 - 1993
Skills
Series 7, Series 63, Trading, Equities, Options, Portfolio Management, Equity Trading, Bloomberg, Securities, Financial Risk, Financial Services
Education
Massachusetts College of Liberal Arts
Commonwealth Financial Network 2011 - Present
Fidelity Capital Markets 2008 - 2010
Fidelity Capital Markets 2006 - 2008
Fidelity Investments 2000 - 2006
Fidelity Investments 1999 - 2000
Fidelity Investments 1996 - 1999
Fidelity Investments 1993 - 1996
Prudential Securities 1992 - 1993
Skills
Series 7, Series 63, Trading, Equities, Options, Portfolio Management, Equity Trading, Bloomberg, Securities, Financial Risk, Financial Services
Education
Massachusetts College of Liberal Arts
Bart Flaherty Bart Flaherty's Commonwealth Financial Network Experience May 2010 - July 2010
Job Software Developer at Swipely
Industry Information Technology and Services
Experience
Swipely August 2012 - Present
Foster Skills June 2011 - June 2012
Northeastern University January 2012 - May 2012
State Street July 2011 - December 2011
Northeastern University College of Professional Studies January 2008 - May 2011
Lead Creation August 2010 - November 2010
Commonwealth Financial Network May 2010 - July 2010
Commonwealth Financial Network June 2009 - December 2009
Skills
Ruby on Rails, CSS, YUI, C, JavaScript, Copywriting, DHTML, jQuery
Education
Boston Startup School 2012 — 2012
Northeastern University 2007 — 2012
BA, Communication Studies: Public Advocacy and Rhetoric
Swipely August 2012 - Present
Foster Skills June 2011 - June 2012
Northeastern University January 2012 - May 2012
State Street July 2011 - December 2011
Northeastern University College of Professional Studies January 2008 - May 2011
Lead Creation August 2010 - November 2010
Commonwealth Financial Network May 2010 - July 2010
Commonwealth Financial Network June 2009 - December 2009
Skills
Ruby on Rails, CSS, YUI, C, JavaScript, Copywriting, DHTML, jQuery
Education
Boston Startup School 2012 — 2012
Northeastern University 2007 — 2012
BA, Communication Studies: Public Advocacy and Rhetoric
Bryan Putney Bryan Putney's Commonwealth Financial Network Experience July 2009 - April 2011
Job Account Executive, Delta Dental of Massachusetts
Industry Insurance
Experience
Delta Dental of Massachusetts February 2015 - Present
USI Insurance Services August 2014 - February 2015
Assurant Employee Benefits April 2011 - August 2014
Commonwealth Financial Network July 2009 - April 2011
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Term Life Insurance, Benefits Administration, Account Management, Sales, Customer Service, Microsoft Excel, Underwriting, Health Insurance, Health Savings Accounts, Brokers, Long-term Care
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance & Operations Management, Finance
Delta Dental of Massachusetts February 2015 - Present
USI Insurance Services August 2014 - February 2015
Assurant Employee Benefits April 2011 - August 2014
Commonwealth Financial Network July 2009 - April 2011
Skills
Disability Insurance, Life Insurance, Insurance, Employee Benefits, Term Life Insurance, Benefits Administration, Account Management, Sales, Customer Service, Microsoft Excel, Underwriting, Health Insurance, Health Savings Accounts, Brokers, Long-term Care
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
Finance & Operations Management, Finance
Alex Lebron, CFP®'s Commonwealth Financial Network Experience February 2000 - August 2007
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2007 - Present
Commonwealth Financial Network February 2000 - August 2007
American Express Financial Advisors May 1995 - March 2002
Skills
Retirement Planning, Investments, Retirement Plan..., 401k Rollovers, Financial Management..., Investment Advisory..., Certified Financial..., College Education..., Wealth Management...
Education
Michigan State University 1993 — 1995
Bachelor of Arts (BA), Finance, General
LPL Financial August 2007 - Present
Commonwealth Financial Network February 2000 - August 2007
American Express Financial Advisors May 1995 - March 2002
Skills
Retirement Planning, Investments, Retirement Plan..., 401k Rollovers, Financial Management..., Investment Advisory..., Certified Financial..., College Education..., Wealth Management...
Education
Michigan State University 1993 — 1995
Bachelor of Arts (BA), Finance, General
Lanni Gagnon Lanni Gagnon's Commonwealth Financial Network Experience June 2014 - August 2014
Job Campus Programs Coordinator at Intern Queen Inc.
Industry Events Services
Experience
Intern Queen Inc. August 2015 - Present
Academy of Country Music January 2015 - August 2015
Ithaca College May 2012 - January 2015
Commonwealth Financial Network June 2014 - August 2014
Commonwealth Financial Network June 2013 - August 2013
Treeline, Inc. / DADOMATCH.com May 2012 - August 2012
DSW April 2010 - August 2012
Ithaca College First-Year Experience Office January 2012 - May 2012
GrubHub.com August 2011 - May 2012
Skills
Adobe Creative Suite, Marketing, Graphic Design, Advertising, Public Relations, Integrated Marketing, Event Planning, InDesign, Twitter, Leadership, Microsoft Office, Pinterest, Event Management, Special Events..., Creative Events, Writing, Public Speaking, Social Media
Education
Ithaca College 2011 — 2015
Communication Management and Design
Reading Memorial High School 2007 — 2011
Intern Queen Inc. August 2015 - Present
Academy of Country Music January 2015 - August 2015
Ithaca College May 2012 - January 2015
Commonwealth Financial Network June 2014 - August 2014
Commonwealth Financial Network June 2013 - August 2013
Treeline, Inc. / DADOMATCH.com May 2012 - August 2012
DSW April 2010 - August 2012
Ithaca College First-Year Experience Office January 2012 - May 2012
GrubHub.com August 2011 - May 2012
Skills
Adobe Creative Suite, Marketing, Graphic Design, Advertising, Public Relations, Integrated Marketing, Event Planning, InDesign, Twitter, Leadership, Microsoft Office, Pinterest, Event Management, Special Events..., Creative Events, Writing, Public Speaking, Social Media
Education
Ithaca College 2011 — 2015
Communication Management and Design
Reading Memorial High School 2007 — 2011
May Babraitis's Commonwealth Financial Network Experience January 2012 - July 2012
Job Recruiting Manager at Salsify We're Hiring!
Industry Human Resources
Experience
Salsify August 2015 - Present
ZeroTurnaround May 2014 - July 2015
ZeroTurnaround August 2013 - April 2014
Liberty Mutual Insurance January 2013 - June 2013
Commonwealth Financial Network January 2012 - July 2012
Skills
Recruiting, College Recruiting, Interviews, Human Resources, Social Media, Behavioral Interviewing, Social Networking, Onboarding, Networking, International..., Start-ups, Applicant Tracking..., SharePoint, Technical Recruiting, Sourcing, Customer Service, Talent Management, Screening Resumes, Job Descriptions, Training, Research, Internet Recruiting, Employee Benefits, Presentation Design, Technical Writing, E-learning Modules, Twitter, LinkedIn Recruiter, Photoshop, Microsoft Office, Critical Thinking, Ink
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Organizational Communication, General, 3.6
Leicester High School
Salsify August 2015 - Present
ZeroTurnaround May 2014 - July 2015
ZeroTurnaround August 2013 - April 2014
Liberty Mutual Insurance January 2013 - June 2013
Commonwealth Financial Network January 2012 - July 2012
Skills
Recruiting, College Recruiting, Interviews, Human Resources, Social Media, Behavioral Interviewing, Social Networking, Onboarding, Networking, International..., Start-ups, Applicant Tracking..., SharePoint, Technical Recruiting, Sourcing, Customer Service, Talent Management, Screening Resumes, Job Descriptions, Training, Research, Internet Recruiting, Employee Benefits, Presentation Design, Technical Writing, E-learning Modules, Twitter, LinkedIn Recruiter, Photoshop, Microsoft Office, Critical Thinking, Ink
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Organizational Communication, General, 3.6
Leicester High School
Charles Carnes Charles Carnes's Commonwealth Financial Network Experience Senior Financial AdvisorCommonwealth Financial NetworkJune 2009 - Present
Job Senior Financial Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network Senior Financial AdvisorCommonwealth Financial NetworkJune 2009 - Present
Town Supervisor January 2000 - Present
Smith Barney September 2002 - May 2008
Skills
Securities, AIF Certification and..., Holds a series 3,7,8,63...
Education
Marist College 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Commonwealth Financial Network Senior Financial AdvisorCommonwealth Financial NetworkJune 2009 - Present
Town Supervisor January 2000 - Present
Smith Barney September 2002 - May 2008
Skills
Securities, AIF Certification and..., Holds a series 3,7,8,63...
Education
Marist College 1977 — 1981
Bachelor's Degree, Business Administration and Management, General
Corie New Corie New's Commonwealth Financial Network Experience August 2011 - Present
Job Supervisor, Service Center at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2011 - Present
Wells Fargo Bank June 2008 - August 2011
Skills
Financial Services, Banking, Credit, Series 7, Customer Service, Investments, Series 24, Series 66
Education
National University 2011 — 2013
Master of Accountancy, Accounting and Finance
University of San Diego 2003 — 2008
Bachelor of Business Administration (BBA), Emphasis in Finance, Minor in Economics
Commonwealth Financial Network August 2011 - Present
Wells Fargo Bank June 2008 - August 2011
Skills
Financial Services, Banking, Credit, Series 7, Customer Service, Investments, Series 24, Series 66
Education
National University 2011 — 2013
Master of Accountancy, Accounting and Finance
University of San Diego 2003 — 2008
Bachelor of Business Administration (BBA), Emphasis in Finance, Minor in Economics
Joseph Dunn Joseph Dunn's Commonwealth Financial Network Experience May 2015 - Present
Job Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2015 - Present
University of Massachusetts Amherst January 2015 - May 2015
vineyard vines August 2014 - May 2015
Amazon July 2014 - May 2015
Enterprise Rent-A-Car June 2014 - August 2014
Zipcar January 2014 - June 2014
UMass Transit Services September 2011 - January 2014
Euroadventures July 2013 - December 2013
National Grid May 2013 - September 2013
National Grid May 2012 - September 2012
Skills
Financial Analysis, Investments, Financial Modeling, Financial Reporting, Data Analysis, Strategic Financial..., Corporate Finance, Microsoft Excel, Event Planning, Leadership, Public Speaking, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Face to Face Sales, Class B CDL, Writing, Speech Writing, Marketing Management, Finance, Persuasive Speaker, Adaptation, Video Editing, Learning Quickly, Multi Tasking, Portfolio Management, Italian, International Travel, Time Management, Social Networking, Team Leadership, Critical Thinking, Facebook, Data Entry, Market Research, Management, Entrepreneurship, Social Media, Fundraising, Marketing, Event Management, Strategic Planning, Sales, Editing, Team Building, Analytics, Due Diligence
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Candidate for BBA, Finance
John Cabot University 2013 — 2013
Arlington High School 2007 — 2011
Commonwealth Financial Network May 2015 - Present
University of Massachusetts Amherst January 2015 - May 2015
vineyard vines August 2014 - May 2015
Amazon July 2014 - May 2015
Enterprise Rent-A-Car June 2014 - August 2014
Zipcar January 2014 - June 2014
UMass Transit Services September 2011 - January 2014
Euroadventures July 2013 - December 2013
National Grid May 2013 - September 2013
National Grid May 2012 - September 2012
Skills
Financial Analysis, Investments, Financial Modeling, Financial Reporting, Data Analysis, Strategic Financial..., Corporate Finance, Microsoft Excel, Event Planning, Leadership, Public Speaking, Social Media Marketing, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Research, Face to Face Sales, Class B CDL, Writing, Speech Writing, Marketing Management, Finance, Persuasive Speaker, Adaptation, Video Editing, Learning Quickly, Multi Tasking, Portfolio Management, Italian, International Travel, Time Management, Social Networking, Team Leadership, Critical Thinking, Facebook, Data Entry, Market Research, Management, Entrepreneurship, Social Media, Fundraising, Marketing, Event Management, Strategic Planning, Sales, Editing, Team Building, Analytics, Due Diligence
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Candidate for BBA, Finance
John Cabot University 2013 — 2013
Arlington High School 2007 — 2011
Catherine Waldram's Commonwealth Financial Network Experience January 2014 - May 2014
Job Intern, Mullen Lowe | Museum of Fine Arts, Boston
Industry Marketing and Advertising
Experience
Mullen Lowe U.S. September 2015 - Present
Museum of Fine Arts, Boston September 2015 - Present
Hearst Magazines June 2015 - August 2015
Eleven Madison Park June 2015 - August 2015
Deloitte January 2015 - April 2015
Iron Mountain May 2014 - August 2014
Hamersley's Bistro May 2014 - August 2014
Commonwealth Financial Network January 2014 - May 2014
Rent The Runway August 2013 - May 2014
Oregon Occupational Safety and Health Administration June 2013 - September 2013
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science (BS), Corporate Finance and Accounting
John Cabot University 2014 — 2014
Liberal Arts and Sciences, General Studies and Humanities
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer School, Political Science and Government
Jesuit High School 2008 — 2012
General Education
Mullen Lowe U.S. September 2015 - Present
Museum of Fine Arts, Boston September 2015 - Present
Hearst Magazines June 2015 - August 2015
Eleven Madison Park June 2015 - August 2015
Deloitte January 2015 - April 2015
Iron Mountain May 2014 - August 2014
Hamersley's Bistro May 2014 - August 2014
Commonwealth Financial Network January 2014 - May 2014
Rent The Runway August 2013 - May 2014
Oregon Occupational Safety and Health Administration June 2013 - September 2013
Education
Bentley University 2012 — 2016
Candidate for Bachelor of Science (BS), Corporate Finance and Accounting
John Cabot University 2014 — 2014
Liberal Arts and Sciences, General Studies and Humanities
The London School of Economics and Political Science (LSE) 2012 — 2012
Summer School, Political Science and Government
Jesuit High School 2008 — 2012
General Education
Corey Frickel Corey Frickel's Commonwealth Financial Network Experience July 2010 - July 2012
Job Solutions Consultant at Operative
Industry Computer Software
Experience
Operative November 2014 - Present
Operative February 2014 - November 2014
Operative March 2013 - February 2014
NaviNet September 2012 - March 2013
Commonwealth Financial Network July 2010 - July 2012
Cooper Crouse-Hinds July 2011 - January 2012
AIR Worldwide July 2009 - January 2010
Skills
Quality Assurance, CRM, Testing, Product Management, Data Analysis, Access, Business Analysis, C#, Project Management, HTML, Microsoft Excel, Microsoft Office, Troubleshooting, C++, Automation, Microsoft Word, SQL, Salesforce.com, Integration, Enterprise Software, Web Applications, Databases
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Information Science and Business Marketing
Operative November 2014 - Present
Operative February 2014 - November 2014
Operative March 2013 - February 2014
NaviNet September 2012 - March 2013
Commonwealth Financial Network July 2010 - July 2012
Cooper Crouse-Hinds July 2011 - January 2012
AIR Worldwide July 2009 - January 2010
Skills
Quality Assurance, CRM, Testing, Product Management, Data Analysis, Access, Business Analysis, C#, Project Management, HTML, Microsoft Excel, Microsoft Office, Troubleshooting, C++, Automation, Microsoft Word, SQL, Salesforce.com, Integration, Enterprise Software, Web Applications, Databases
Education
Northeastern University 2007 — 2012
Bachelor of Science (B.S.), Information Science and Business Marketing
Joseph Skoniecki Joseph Skoniecki's Commonwealth Financial Network Experience January 2014 - June 2014
Job Intern at LovePop Cards
Industry Animation
Experience
LovePop Cards August 2015 - Present
Northeastern University July 2015 - Present
Aras Corporation June 2014 - December 2014
Commonwealth Financial Network January 2014 - June 2014
Aras Corporation June 2013 - August 2013
Brigham and Women's Hospital April 2011 - September 2012
Skills
Photoshop, PowerPoint, Microsoft Office, Final Cut Pro, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Adobe Creative Suite, Maya, Nuke, After Effects, Illustrator, Illustration, InDesign, Animation, Character Animation, Character Designs, 2D graphics, 2D art, Vector, Typography, HTML, WordPress
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), Animation, Interactive Technology, Video Graphics and Special Effects
Northeastern University
LovePop Cards August 2015 - Present
Northeastern University July 2015 - Present
Aras Corporation June 2014 - December 2014
Commonwealth Financial Network January 2014 - June 2014
Aras Corporation June 2013 - August 2013
Brigham and Women's Hospital April 2011 - September 2012
Skills
Photoshop, PowerPoint, Microsoft Office, Final Cut Pro, Microsoft Excel, Microsoft Word, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Adobe Creative Suite, Maya, Nuke, After Effects, Illustrator, Illustration, InDesign, Animation, Character Animation, Character Designs, 2D graphics, 2D art, Vector, Typography, HTML, WordPress
Education
Northeastern University 2010 — 2015
Bachelor of Arts (BA), Animation, Interactive Technology, Video Graphics and Special Effects
Northeastern University
Gail Buote's Commonwealth Financial Network Experience April 2011 - May 2012
Job Senior Recruiter IT HR Management at Liberty Mutual Insurance
Industry Human Resources
Experience
Liberty Mutual Insurance August 2013 - Present
Career Collaborative October 2009 - Present
Commonwealth Financial Network April 2011 - May 2012
PARTNERS+simons October 2010 - February 2011
Commonwealth Financial Network September 2008 - January 2009
CitiStreet September 1999 - August 2008
Skills
Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Training, Interviews, Benefits Administration, Applicant Tracking..., College Recruiting, HRIS, Employee Benefits, Screening Resumes, Payroll, Talent Management, Succession Planning, Technical Recruiting, Performance Management, Management, Deferred Compensation, HR Policies, Workforce Planning, Career Development, Hiring, Resume Writing
Education
Lasell College 2015 — 2018
Master of Science (M.S.), Management
Northeastern University
Bachelor of Science (B.S.) cum laude, Human Services
Liberty Mutual Insurance August 2013 - Present
Career Collaborative October 2009 - Present
Commonwealth Financial Network April 2011 - May 2012
PARTNERS+simons October 2010 - February 2011
Commonwealth Financial Network September 2008 - January 2009
CitiStreet September 1999 - August 2008
Skills
Employee Relations, Talent Acquisition, Onboarding, Recruiting, Human Resources, Sourcing, Training, Interviews, Benefits Administration, Applicant Tracking..., College Recruiting, HRIS, Employee Benefits, Screening Resumes, Payroll, Talent Management, Succession Planning, Technical Recruiting, Performance Management, Management, Deferred Compensation, HR Policies, Workforce Planning, Career Development, Hiring, Resume Writing
Education
Lasell College 2015 — 2018
Master of Science (M.S.), Management
Northeastern University
Bachelor of Science (B.S.) cum laude, Human Services
Arthur Crompton Arthur Crompton's Commonwealth Financial Network Experience May 2014 - Present
Job Retirement Operations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Source Intelligence February 2014 - May 2014
ManpowerGroup July 2013 - February 2014
Trucept, Inc. October 2012 - February 2013
Morgan Stanley May 2010 - November 2011
Bill Me Later, Inc., Paypal January 2009 - May 2010
Carney Electric, Inc. June 2003 - August 2008
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Data Management, Account Management, Microsoft Office, Public Speaking, Leadership, Customer Service, Salesforce.com, Research, Access, Program Management, Sales
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Calvert Hall College High School 1999 — 2003
Diploma
Commonwealth Financial Network May 2014 - Present
Source Intelligence February 2014 - May 2014
ManpowerGroup July 2013 - February 2014
Trucept, Inc. October 2012 - February 2013
Morgan Stanley May 2010 - November 2011
Bill Me Later, Inc., Paypal January 2009 - May 2010
Carney Electric, Inc. June 2003 - August 2008
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Data Management, Account Management, Microsoft Office, Public Speaking, Leadership, Customer Service, Salesforce.com, Research, Access, Program Management, Sales
Education
Loyola University Maryland 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Calvert Hall College High School 1999 — 2003
Diploma
Stefan Loridas's Commonwealth Financial Network Experience July 2010 - December 2010
Job Subscription Business Consultant at Zuora
Industry Information Technology and Services
Experience
Zuora April 2015 - Present
GMO June 2013 - March 2015
GMO July 2012 - January 2013
Wellington Management July 2011 - January 2012
Commonwealth Financial Network July 2010 - December 2010
Skills
Start-ups, SaaS, Sales, Management, Equities, Microsoft Excel, Bloomberg, Leadership, Financial Analysis, Investments, Salesforce.com, Market Research, CRM, PowerPoint, Social Media, Fixed Income, Asset Management, Mutual Funds, Financial Services, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration, Dual Concentration: Finance and Management, Cum Laude
John Cabot University 2012 — 2012
Principles of Management, Italian
Zuora April 2015 - Present
GMO June 2013 - March 2015
GMO July 2012 - January 2013
Wellington Management July 2011 - January 2012
Commonwealth Financial Network July 2010 - December 2010
Skills
Start-ups, SaaS, Sales, Management, Equities, Microsoft Excel, Bloomberg, Leadership, Financial Analysis, Investments, Salesforce.com, Market Research, CRM, PowerPoint, Social Media, Fixed Income, Asset Management, Mutual Funds, Financial Services, Derivatives
Education
Northeastern University 2008 — 2013
Bachelor of Science Degree in Business Administration, Dual Concentration: Finance and Management, Cum Laude
John Cabot University 2012 — 2012
Principles of Management, Italian
Susan Kobara Susan Kobara's Commonwealth Financial Network Experience January 2008 - Present
Job Insurance Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2008 - Present
Genworth Financial 2002 - 2008
Dataproducts 1984 - 1989
Flying Tigers 1976 - 1984
Skills
Insurance, Underwriting, Risk Management
Education
Loyola Marymount University
MBA, Marketing Management
Queens College, CUNY, New York
BA, Sociology
Commonwealth Financial Network January 2008 - Present
Genworth Financial 2002 - 2008
Dataproducts 1984 - 1989
Flying Tigers 1976 - 1984
Skills
Insurance, Underwriting, Risk Management
Education
Loyola Marymount University
MBA, Marketing Management
Queens College, CUNY, New York
BA, Sociology
Derenig Kostikian, CFP®'s Commonwealth Financial Network Experience February 2014 - Present
Job Retirement Plan Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2014 - Present
John Hancock Financial Network April 2011 - February 2014
AARP Financial December 2005 - October 2010
MFS Investment Management January 2005 - December 2005
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners
Education
Merrimack College 2006 — 2007
Certificate Program, Advance Study in Financial Planning
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Finance, General
Commonwealth Financial Network February 2014 - Present
John Hancock Financial Network April 2011 - February 2014
AARP Financial December 2005 - October 2010
MFS Investment Management January 2005 - December 2005
Skills
Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Retirement, Investments, Asset Allocation, 401k, Series 6, Series 63, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, IRAs, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Life Insurance, Series 65, Alternative Investments, Teamwork, Team Leadership, Financial Services, Variable Annuities, Defined Contribution, Certified Financial..., CRM, Finance, Financial Planners
Education
Merrimack College 2006 — 2007
Certificate Program, Advance Study in Financial Planning
University of Massachusetts Boston 2000 — 2004
Bachelor's degree, Finance, General
David Weidmayer David Weidmayer's Commonwealth Financial Network Experience 2014 - 2014
Job Principal/Owner at Weidmayer Wealth Solutions, LLC
Industry Financial Services
Experience
Weidmayer Wealth Solutions, LLC July 2014 - Present
Wells Fargo Advisors, LLC September 2005 - July 2014
Commonwealth Financial Network 2014 - 2014
Merrill Lynch July 1994 - September 2005
Skills
Retirement, Investments, Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, College Education..., Investment Strategies, Asset Management, Equities, Risk Management, Finance, Liability Manangement, Net Unrealized..., Covered Call Writing
Education
Michigan State University 1987 — 1991
Bachelor's degree, Food Systems, Economics, and Management
Saline High School
Weidmayer Wealth Solutions, LLC July 2014 - Present
Wells Fargo Advisors, LLC September 2005 - July 2014
Commonwealth Financial Network 2014 - 2014
Merrill Lynch July 1994 - September 2005
Skills
Retirement, Investments, Management, Mutual Funds, Asset Allocation, Retirement Planning, Portfolio Management, College Education..., Investment Strategies, Asset Management, Equities, Risk Management, Finance, Liability Manangement, Net Unrealized..., Covered Call Writing
Education
Michigan State University 1987 — 1991
Bachelor's degree, Food Systems, Economics, and Management
Saline High School
Gavin Morrissey Gavin Morrissey's Commonwealth Financial Network Experience December 2011 - Present
Job SVP Wealth Management, Commonwealth Financial Network; Board Member, Commonwealth Cares
Industry Financial Services
Experience
Commonwealth Financial Network December 2011 - Present
Commonwealth Cares Fund July 2010 - Present
Commonwealth Financial Network December 2007 - December 2011
Commonwealth Financial Network April 2004 - December 2007
Commonwealth Financial Network August 2002 - April 2004
Commonwealth Financial Network July 1998 - August 2002
Education
University of San Diego School of Law 2006 — 2009
LLM, Tax
Thomas Jefferson School of Law 2001 — 2004
JD, Law
Lafayette College 1992 — 1996
BA, Economics
Commonwealth Financial Network December 2011 - Present
Commonwealth Cares Fund July 2010 - Present
Commonwealth Financial Network December 2007 - December 2011
Commonwealth Financial Network April 2004 - December 2007
Commonwealth Financial Network August 2002 - April 2004
Commonwealth Financial Network July 1998 - August 2002
Education
University of San Diego School of Law 2006 — 2009
LLM, Tax
Thomas Jefferson School of Law 2001 — 2004
JD, Law
Lafayette College 1992 — 1996
BA, Economics
Jessie Kelly's Commonwealth Financial Network Experience June 2014 - December 2014
Job Data Integrity Analyst at Commonwealth Financial Network
Industry Media Production
Experience
Commonwealth Financial Network June 2014 - December 2014
Ithaca College August 2013 - May 2014
Bunk1.com May 2013 - August 2013
Gotham Comedy Foundation May 2013 - August 2013
Funny or Die January 2013 - May 2013
Dynasty Models and Talent Agency May 2012 - August 2012
Ithaca College Television 2011 - 2012
Boston Sports Club May 2011 - August 2011
344 Company January 2010 - June 2010
Skills
Film, Entertainment, Advertising, Photography, Social Media, Video Production, Casting, Screenwriting
Education
Ithaca College 2011 — 2014
Bachelor's Degree, Cinema & Photography
Commonwealth Financial Network June 2014 - December 2014
Ithaca College August 2013 - May 2014
Bunk1.com May 2013 - August 2013
Gotham Comedy Foundation May 2013 - August 2013
Funny or Die January 2013 - May 2013
Dynasty Models and Talent Agency May 2012 - August 2012
Ithaca College Television 2011 - 2012
Boston Sports Club May 2011 - August 2011
344 Company January 2010 - June 2010
Skills
Film, Entertainment, Advertising, Photography, Social Media, Video Production, Casting, Screenwriting
Education
Ithaca College 2011 — 2014
Bachelor's Degree, Cinema & Photography
Justus Goldmann Justus Goldmann's Commonwealth Financial Network Experience January 2011 - June 2011
Job Technology Marketing Strategist
Industry Information Technology and Services
Experience
EMC July 2014 - Present
EMC July 2013 - July 2014
EMC January 2012 - June 2012
Commonwealth Financial Network January 2011 - June 2011
Commonwealth Financial Network July 2010 - December 2010
South&Browse July 2009 - July 2009
Morris Minute Men Emergency Medical Services September 2006 - December 2007
Education
Northeastern University 2008 — 2013
BS, Economics
EMC July 2014 - Present
EMC July 2013 - July 2014
EMC January 2012 - June 2012
Commonwealth Financial Network January 2011 - June 2011
Commonwealth Financial Network July 2010 - December 2010
South&Browse July 2009 - July 2009
Morris Minute Men Emergency Medical Services September 2006 - December 2007
Education
Northeastern University 2008 — 2013
BS, Economics
Frank Capuano Frank Capuano's Commonwealth Financial Network Experience July 2010 - Present
Job QA Engineer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2010 - Present
Zoran June 2005 - July 2010
Skills
Series 7, Series 24, QA Engineering, Corporate Training, Series 66, Quality Assurance, SQL, Test Automation, Test Cases, Testing, Uniform Combined State..., Agile Methodologies, Microsoft SQL Server, PowerPoint, Databases
Education
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Commonwealth Financial Network July 2010 - Present
Zoran June 2005 - July 2010
Skills
Series 7, Series 24, QA Engineering, Corporate Training, Series 66, Quality Assurance, SQL, Test Automation, Test Cases, Testing, Uniform Combined State..., Agile Methodologies, Microsoft SQL Server, PowerPoint, Databases
Education
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Stephen Zorkers Stephen Zorkers's Commonwealth Financial Network Experience July 2011 - September 2013
Job High Yield Trading at Loomis Sayles & Co.
Industry Investment Management
Experience
Loomis, Sayles & Company September 2013 - Present
Commonwealth Financial Network July 2011 - September 2013
Skills
Series 7, CFA Level II Candidate
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Arts (B.A.), Sport Management
Pomfret School 2004 — 2007
Loomis, Sayles & Company September 2013 - Present
Commonwealth Financial Network July 2011 - September 2013
Skills
Series 7, CFA Level II Candidate
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2011
Bachelor of Arts (B.A.), Sport Management
Pomfret School 2004 — 2007
Cory McGrath's Commonwealth Financial Network Experience October 2012 - Present
Job New Accounts Associate at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network October 2012 - Present
Left Brain DGA May 2011 - October 2011
Eloqua April 2010 - October 2010
Boston Household Packing, Inc. May 2010 - September 2010
Skills
PowerPoint, Salesforce.com, Word, Excel, Microsoft Office, Market Research, Microsoft Word, Marketing Strategy, Public Speaking, Microsoft Excel, Project Management, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Westford Academy 2004 — 2008
Commonwealth Financial Network October 2012 - Present
Left Brain DGA May 2011 - October 2011
Eloqua April 2010 - October 2010
Boston Household Packing, Inc. May 2010 - September 2010
Skills
PowerPoint, Salesforce.com, Word, Excel, Microsoft Office, Market Research, Microsoft Word, Marketing Strategy, Public Speaking, Microsoft Excel, Project Management, Business Development
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Westford Academy 2004 — 2008
Lauren Grew Lauren Grew's Commonwealth Financial Network Experience January 2011 - May 2012
Job Analyst, Digital Marketing Analytics
Industry Insurance
Experience
Liberty Mutual Insurance September 2014 - Present
GEICO September 2013 - September 2014
GEICO September 2012 - September 2013
Commonwealth Financial Network January 2011 - May 2012
Advanced Resources Marketing July 2009 - December 2009
International Fund for Animal Welfare April 2007 - June 2007
Skills
Social Media Marketing, Email Marketing, Marketing Material..., Financial Markets, Long-Term Care Insurance, Insurance Processes, Marketing Concepts, Creative Writing, Marketing, Insurance, Microsoft Excel, Press Releases, Facebook, PowerPoint, Advertising, Public Relations, Marketing Strategy
Education
Northeastern University 2007 — 2012
BSBA, finance and marketing
Tabor Academy 2004 — 2007
High School Diploma
Liberty Mutual Insurance September 2014 - Present
GEICO September 2013 - September 2014
GEICO September 2012 - September 2013
Commonwealth Financial Network January 2011 - May 2012
Advanced Resources Marketing July 2009 - December 2009
International Fund for Animal Welfare April 2007 - June 2007
Skills
Social Media Marketing, Email Marketing, Marketing Material..., Financial Markets, Long-Term Care Insurance, Insurance Processes, Marketing Concepts, Creative Writing, Marketing, Insurance, Microsoft Excel, Press Releases, Facebook, PowerPoint, Advertising, Public Relations, Marketing Strategy
Education
Northeastern University 2007 — 2012
BSBA, finance and marketing
Tabor Academy 2004 — 2007
High School Diploma
Matthew Daiute Matthew Daiute's Commonwealth Financial Network Experience April 2010 - Present
Job Junior SQL Developer at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network April 2010 - Present
TAC WorldwideCVS December 2009 - April 2010
ePlus Systems Ltd. September 2009 - October 2009
Design Strategy Corporation 2009 - 2009
MDD Carpentry April 2003 - September 2008
2008Lief Johnson Const January 2001 - January 2003
Twine Field Designs January 1999 - January 2001
Deschane Construction January 1998 - January 1999
Augustus Construction January 1996 - January 1998
Skills
XP, Software Installation, Troubleshooting, Servers, Microsoft Exchange, Operating Systems, Windows 7, Technical Support, Disaster Recovery, Customer Service, CRM, Windows Server, VPN, Active Directory, DNS
Education
ComputerTraining.com 2009 — 2009
ComputerTraining
Massachusetts Maritime Academy
Engineering
Commonwealth Financial Network April 2010 - Present
TAC WorldwideCVS December 2009 - April 2010
ePlus Systems Ltd. September 2009 - October 2009
Design Strategy Corporation 2009 - 2009
MDD Carpentry April 2003 - September 2008
2008Lief Johnson Const January 2001 - January 2003
Twine Field Designs January 1999 - January 2001
Deschane Construction January 1998 - January 1999
Augustus Construction January 1996 - January 1998
Skills
XP, Software Installation, Troubleshooting, Servers, Microsoft Exchange, Operating Systems, Windows 7, Technical Support, Disaster Recovery, Customer Service, CRM, Windows Server, VPN, Active Directory, DNS
Education
ComputerTraining.com 2009 — 2009
ComputerTraining
Massachusetts Maritime Academy
Engineering
Justin C. Duft, JD,CFP®, MSFS, CLU, ChFC, CLTC Justin C. Duft, JD,CFP®, MSFS, CLU, ChFC, CLTC's Commonwealth Financial Network Experience December 2012 - Present
Job Advanced Planning Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2012 - Present
Commonwealth Financial Network November 2011 - December 2012
Commonwealth Financial Network June 2007 - December 2011
Renaissance Group 2003 - 2007
John Hancock Life Insurance Company (U.S.A.) November 2002 - February 2004
Cornerstone Marketing June 2001 - November 2001
Ernst & Young June 2000 - December 2000
John Hancock Life Insurance Company (U.S.A.) June 1999 - December 1999
Automated Business Development June 1998 - December 1998
Skills
Strategic Financial..., Series 24, Series 7, Series 6, Series 63, Life Insurance, Disability Insurance, Long Term Care, Group Insurance, Wealth Transfer..., Business Planning, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Financial Planning
Education
New England School of Law 2010 — 2014
Juris Doctor, (Estate, Trust & Tax Law)
The American College 2008 — 2009
Masters (MSFS), Financial Services
Northeastern University 1996 — 2001
BS, Business Administration (Marketing)
Commonwealth Financial Network December 2012 - Present
Commonwealth Financial Network November 2011 - December 2012
Commonwealth Financial Network June 2007 - December 2011
Renaissance Group 2003 - 2007
John Hancock Life Insurance Company (U.S.A.) November 2002 - February 2004
Cornerstone Marketing June 2001 - November 2001
Ernst & Young June 2000 - December 2000
John Hancock Life Insurance Company (U.S.A.) June 1999 - December 1999
Automated Business Development June 1998 - December 1998
Skills
Strategic Financial..., Series 24, Series 7, Series 6, Series 63, Life Insurance, Disability Insurance, Long Term Care, Group Insurance, Wealth Transfer..., Business Planning, Long-term Care, Fixed Annuities, Retirement Planning, Insurance, Estate Planning, Financial Planning
Education
New England School of Law 2010 — 2014
Juris Doctor, (Estate, Trust & Tax Law)
The American College 2008 — 2009
Masters (MSFS), Financial Services
Northeastern University 1996 — 2001
BS, Business Administration (Marketing)
Laura K Griffin Laura K Griffin's Commonwealth Financial Network Experience November 2012 - Present
Job Administrative Assistant, Wealth Management at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2012 - Present
Affiliated Managers Group April 2008 - March 2011
Town Sports International January 2008 - April 2008
Town Sports International April 2000 - August 2007
Education
National Personal Training Institute 2011 — 2012
Diploma of Personal Training, Personal Training, Strength & Conditioning & Nutrition
Merrimack College 2005 — 2007
BA, Sociology, Business Administration
Lexington HIgh school
Commonwealth Financial Network November 2012 - Present
Affiliated Managers Group April 2008 - March 2011
Town Sports International January 2008 - April 2008
Town Sports International April 2000 - August 2007
Education
National Personal Training Institute 2011 — 2012
Diploma of Personal Training, Personal Training, Strength & Conditioning & Nutrition
Merrimack College 2005 — 2007
BA, Sociology, Business Administration
Lexington HIgh school
Derek Madeiros Derek Madeiros's Commonwealth Financial Network Experience November 2012 - Present
Job Senior Mac and AV Specialist
Industry Financial Services
Experience
Commonwealth Financial Network November 2012 - Present
Commonwealth Financial Network November 2007 - November 2012
Skills
Technical Support, Windows 7, Customer Service, Active Directory, Mac OS, Computer Hardware, Mobile Devices, Microsoft Office, Windows XP, Mac OS X Server, Polycom Video..., Tandberg
Education
Future Media Concepts 2013 — 2013
Mavericks 101: Mac OS X Support Essentials v10.9
Lincoln Technical Institute-Somerville 2004 — 2005
Network Admin Certification
Commonwealth Financial Network November 2012 - Present
Commonwealth Financial Network November 2007 - November 2012
Skills
Technical Support, Windows 7, Customer Service, Active Directory, Mac OS, Computer Hardware, Mobile Devices, Microsoft Office, Windows XP, Mac OS X Server, Polycom Video..., Tandberg
Education
Future Media Concepts 2013 — 2013
Mavericks 101: Mac OS X Support Essentials v10.9
Lincoln Technical Institute-Somerville 2004 — 2005
Network Admin Certification
Paul McCarthy Paul McCarthy's Commonwealth Financial Network Experience May 2014 - Present
Job Senior SQL Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Skillsoft October 2010 - May 2014
Saylent Technologies February 2009 - October 2010
ProfitStars July 2004 - February 2009
Citizens Bank 2000 - July 2004
Education
New England Law Boston 2005 — 2008
J.D., Law
Providence College
B.S., Business Management
Xaverian Brothers High School
Commonwealth Financial Network May 2014 - Present
Skillsoft October 2010 - May 2014
Saylent Technologies February 2009 - October 2010
ProfitStars July 2004 - February 2009
Citizens Bank 2000 - July 2004
Education
New England Law Boston 2005 — 2008
J.D., Law
Providence College
B.S., Business Management
Xaverian Brothers High School
Levi Lamfers Levi Lamfers's Commonwealth Financial Network Experience February 2011 - July 2012
Job Director of B/D Operations and Servicing at MetLife Broker Dealer Group
Industry Financial Services
Experience
MetLife Broker Dealer Group September 2014 - Present
MetLife January 2014 - August 2014
MetLife July 2012 - December 2013
Commonwealth Financial Network February 2011 - July 2012
AXA Advisors 2009 - 2011
AXA Advisors 2006 - 2009
AXA Advisors, LLC 2005 - 2006
Skills
Finance, Sales, Series 7, Securities, Auditing
Education
Mississippi State University 2008 — 2010
MBA, Business Administration
Metropolitan State University of Denver 1999 — 2003
BS, Business Management
MetLife Broker Dealer Group September 2014 - Present
MetLife January 2014 - August 2014
MetLife July 2012 - December 2013
Commonwealth Financial Network February 2011 - July 2012
AXA Advisors 2009 - 2011
AXA Advisors 2006 - 2009
AXA Advisors, LLC 2005 - 2006
Skills
Finance, Sales, Series 7, Securities, Auditing
Education
Mississippi State University 2008 — 2010
MBA, Business Administration
Metropolitan State University of Denver 1999 — 2003
BS, Business Management
Robert Schiller Robert Schiller's Commonwealth Financial Network Experience June 2010 - May 2011
Job Customer Success Manager at Kaltura
Industry Internet
Experience
Kaltura April 2015 - Present
AIG September 2012 - January 2013
Rabbit June 2012 - August 2012
Ford Otosan January 2012 - May 2012
Juana M. Restaurant October 2011 - January 2012
Commonwealth Financial Network June 2010 - May 2011
Commonwealth Financial Network September 2006 - June 2010
Skills
Financial Modeling, Market Research, Business Development, Strategic Financial..., Strategy, Marketing, Cross-functional Team..., Data Analysis, Project Management, Series 7, Management, Financial Analysis, Valuation, Leadership, Strategic Planning, Finance, Business Process..., Marketing Strategy, Market Analysis, CRM, Start-ups, Analytics, Financial Planning, Process Improvement, Analysis, International Business, International Marketing, Salesforce.com, Product Marketing, SQL, Data Warehousing, New Business Development, Product Development, Series 63, Series 65, Microsoft Office, Microsoft Excel, FBSI, Corporate Social..., Corporate Finance, Managerial Finance, International Trade, Data, Social Entrepreneurship, Entrepreneurship, Contract Negotiation, Technology Education
Education
The George Washington University - School of Business 2011 — 2013
MBA, International Business/Marketing
Lafayette College 2002 — 2006
Bachelor of Arts, Economics & Business, History minor
Kaltura April 2015 - Present
AIG September 2012 - January 2013
Rabbit June 2012 - August 2012
Ford Otosan January 2012 - May 2012
Juana M. Restaurant October 2011 - January 2012
Commonwealth Financial Network June 2010 - May 2011
Commonwealth Financial Network September 2006 - June 2010
Skills
Financial Modeling, Market Research, Business Development, Strategic Financial..., Strategy, Marketing, Cross-functional Team..., Data Analysis, Project Management, Series 7, Management, Financial Analysis, Valuation, Leadership, Strategic Planning, Finance, Business Process..., Marketing Strategy, Market Analysis, CRM, Start-ups, Analytics, Financial Planning, Process Improvement, Analysis, International Business, International Marketing, Salesforce.com, Product Marketing, SQL, Data Warehousing, New Business Development, Product Development, Series 63, Series 65, Microsoft Office, Microsoft Excel, FBSI, Corporate Social..., Corporate Finance, Managerial Finance, International Trade, Data, Social Entrepreneurship, Entrepreneurship, Contract Negotiation, Technology Education
Education
The George Washington University - School of Business 2011 — 2013
MBA, International Business/Marketing
Lafayette College 2002 — 2006
Bachelor of Arts, Economics & Business, History minor
Kristen Puddister Kristen Puddister's Commonwealth Financial Network Experience June 2011 - November 2011
Job Project Coordinator at Precision Valley Communications
Industry Information Technology and Services
Experience
Precision Valley Communications May 2015 - Present
Waveguide Inc November 2012 - April 2015
Waveguide Inc November 2011 - November 2012
Commonwealth Financial Network June 2011 - November 2011
Contracted Employee at Philips November 2010 - January 2011
Litle & Co. January 2008 - May 2009
Enterasys Networks March 2006 - July 2007
Enterasys Networks March 2006 - December 2006
RadioShack August 2001 - March 2006
Skills
Salesforce.com, Management, Sales, Sourcing, Process Improvement, Account Management
Education
Merrimack College 2003 — 2006
BS/BA, Business Mgt & Psychology
Precision Valley Communications May 2015 - Present
Waveguide Inc November 2012 - April 2015
Waveguide Inc November 2011 - November 2012
Commonwealth Financial Network June 2011 - November 2011
Contracted Employee at Philips November 2010 - January 2011
Litle & Co. January 2008 - May 2009
Enterasys Networks March 2006 - July 2007
Enterasys Networks March 2006 - December 2006
RadioShack August 2001 - March 2006
Skills
Salesforce.com, Management, Sales, Sourcing, Process Improvement, Account Management
Education
Merrimack College 2003 — 2006
BS/BA, Business Mgt & Psychology
Andrew Sutton Andrew Sutton's Commonwealth Financial Network Experience March 2015 - Present
Job Support Engineer at Commonwealth Financial Network
Industry Computer Software
Experience
Commonwealth Financial Network March 2015 - Present
Taxware August 2013 - March 2015
Pearson North America June 2013 - August 2013
Skills
Java, Ruby, HTML, XML, Selenium, Subversion, Perl, Oracle, Windows, Watir, SVN, CSS, Objective-C, MySQL, Hibernate, Unit Testing, Regression Testing, Eclipse, iOS, Maven, TestNG, LoadRunner, LoadUI/SoapUI, Ant, ASP.NET, Microsoft SQL Server, PHP
Education
Keene State College
Bachelor of Science, Computer Science
University of Massachusetts Boston
Commonwealth Financial Network March 2015 - Present
Taxware August 2013 - March 2015
Pearson North America June 2013 - August 2013
Skills
Java, Ruby, HTML, XML, Selenium, Subversion, Perl, Oracle, Windows, Watir, SVN, CSS, Objective-C, MySQL, Hibernate, Unit Testing, Regression Testing, Eclipse, iOS, Maven, TestNG, LoadRunner, LoadUI/SoapUI, Ant, ASP.NET, Microsoft SQL Server, PHP
Education
Keene State College
Bachelor of Science, Computer Science
University of Massachusetts Boston
Amy Jerzyk's Commonwealth Financial Network Experience January 2014 - Present
Job Annuity Product Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network November 2009 - Present
Aviva July 2007 - October 2009
Aviva Life December 2005 - June 2007
Aviva Life Insurance March 2005 - November 2005
banknorth 2002 - 2005
Skills
Leadership, Insurance, Call Centers, Financial Services, Coaching, Training, Risk Management, Series 7, Business Analysis, Life Insurance, Relationship Management, Microsoft Office, Process Improvement, Customer Service, Vendor Management, Management, Sales
Education
Isenberg School of Management, UMass Amherst 2002 — 2005
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network November 2009 - Present
Aviva July 2007 - October 2009
Aviva Life December 2005 - June 2007
Aviva Life Insurance March 2005 - November 2005
banknorth 2002 - 2005
Skills
Leadership, Insurance, Call Centers, Financial Services, Coaching, Training, Risk Management, Series 7, Business Analysis, Life Insurance, Relationship Management, Microsoft Office, Process Improvement, Customer Service, Vendor Management, Management, Sales
Education
Isenberg School of Management, UMass Amherst 2002 — 2005
Jim McAllister's Commonwealth Financial Network Experience September 2014 - Present
Job Director, Equity Research at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network September 2014 - Present
Commonwealth Financial Network October 2012 - Present
Commonwealth Financial Network September 2008 - October 2012
Loomis Sayles & Co May 2001 - June 2008
State Street Global Advisors 1998 - 2001
Skills
Equity Research, Investment Management, Alternative Investments, Valuation, Investment Research, Chartered Financial..., Equities, Investment Strategies, Retirement Planning, Asset Allocation, Financial Modeling, Mutual Funds, Bloomberg, Investments, Hedge Funds, Investment Advisory, Factset
Education
Lehigh University 1990 — 1994
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Commonwealth Financial Network September 2014 - Present
Commonwealth Financial Network October 2012 - Present
Commonwealth Financial Network September 2008 - October 2012
Loomis Sayles & Co May 2001 - June 2008
State Street Global Advisors 1998 - 2001
Skills
Equity Research, Investment Management, Alternative Investments, Valuation, Investment Research, Chartered Financial..., Equities, Investment Strategies, Retirement Planning, Asset Allocation, Financial Modeling, Mutual Funds, Bloomberg, Investments, Hedge Funds, Investment Advisory, Factset
Education
Lehigh University 1990 — 1994
BS, Finance
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Patrick Spellman's Commonwealth Financial Network Experience 1998 - 2005
Job Senior Vice President Chief Compliance Officer at AMG Funds LLC
Industry Financial Services
Experience
AMG Funds LLC January 2011 - Present
AMG November 2005 - February 2011
Commonwealth Financial Network 1998 - 2005
Skills
Securities, Series 7, Compliance, Mutual Funds, Risk Management, Investments, Insurance, Asset Management, Series 24, Series 66
Education
Lafayette College 1992 — 1996
BA, Government and Law
AMG Funds LLC January 2011 - Present
AMG November 2005 - February 2011
Commonwealth Financial Network 1998 - 2005
Skills
Securities, Series 7, Compliance, Mutual Funds, Risk Management, Investments, Insurance, Asset Management, Series 24, Series 66
Education
Lafayette College 1992 — 1996
BA, Government and Law
Tanya Bulkovshteyn's Commonwealth Financial Network Experience January 2007 - December 2008
Job Senior FrontEnd Developer at Invaluable
Industry Computer Software
Experience
Invaluable December 2014 - Present
Nielsen March 2013 - December 2014
Nielsen (formerly Affinnova) March 2011 - March 2013
Consultant April 2009 - February 2013
The Trump Network February 2010 - January 2011
Commonwealth Financial Network January 2007 - December 2008
Consultant January 2002 - December 2006
Aspect Software March 1999 - November 2001
Nortel Networks July 1988 - October 1996
Skills
User Experience, jQuery, CSS, JavaScript, Front-end, C#, User Interface, Web Development, ASP.NET, Web Applications, HTML, CSS3, Usability, XML, Web Standards, Prototyping, Cross-browser..., HTML5
Education
McGill University 1985 — 1988
Bachelor of Science
Vanier College 1983 — 1985
Invaluable December 2014 - Present
Nielsen March 2013 - December 2014
Nielsen (formerly Affinnova) March 2011 - March 2013
Consultant April 2009 - February 2013
The Trump Network February 2010 - January 2011
Commonwealth Financial Network January 2007 - December 2008
Consultant January 2002 - December 2006
Aspect Software March 1999 - November 2001
Nortel Networks July 1988 - October 1996
Skills
User Experience, jQuery, CSS, JavaScript, Front-end, C#, User Interface, Web Development, ASP.NET, Web Applications, HTML, CSS3, Usability, XML, Web Standards, Prototyping, Cross-browser..., HTML5
Education
McGill University 1985 — 1988
Bachelor of Science
Vanier College 1983 — 1985
Devanie Monahan Moore's Commonwealth Financial Network Experience January 2006 - Present
Job Transition at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2006 - Present
TD Banknorth 2002 - 2005
Education
New England College 1998 — 2002
Commonwealth Financial Network January 2006 - Present
TD Banknorth 2002 - 2005
Education
New England College 1998 — 2002
Stephen Spurrier, CFA's Commonwealth Financial Network Experience January 2012 - May 2014
Job Equity Index Analyst at MSCI Inc.
Industry Financial Services
Experience
MSCI INC June 2007 - Present
Commonwealth Financial Network January 2012 - May 2014
William N. Goodman & Company May 2006 - August 2006
Filtra Limited February 2006 - May 2006
Skills
Equities, Bloomberg, Fixed Income, Investments, Derivatives, Securities, Data Analysis
Education
Lafayette College 2003 — 2007
Bachelor of Arts, Business and Economics; Finance
MSCI INC June 2007 - Present
Commonwealth Financial Network January 2012 - May 2014
William N. Goodman & Company May 2006 - August 2006
Filtra Limited February 2006 - May 2006
Skills
Equities, Bloomberg, Fixed Income, Investments, Derivatives, Securities, Data Analysis
Education
Lafayette College 2003 — 2007
Bachelor of Arts, Business and Economics; Finance
Sean Lawton's Commonwealth Financial Network Experience
Job Commissions Officer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network
Skills
Mutual Funds, Securities, Series 7
Education
Merrimack College 2000 — 2004
Commonwealth Financial Network
Skills
Mutual Funds, Securities, Series 7
Education
Merrimack College 2000 — 2004
Shannon Brennan's Commonwealth Financial Network Experience October 2000 - October 2010
Job Director of Insurance Operations
Industry Financial Services
Experience
Comonwealth Financial Network October 2000 - Present
Community Alcohol Information Program June 1995 - January 2012
Commonwealth Financial Network October 2000 - October 2010
Skills
Registered Principal,..., CLU, ChFC, NH Life, Accident and..., Finra Series 7, 24, and..., BS in Elementary..., Series 7
Education
Keene State College 1995 — 1999
Bachelor of Science, Elementary Education and Psychology
Comonwealth Financial Network October 2000 - Present
Community Alcohol Information Program June 1995 - January 2012
Commonwealth Financial Network October 2000 - October 2010
Skills
Registered Principal,..., CLU, ChFC, NH Life, Accident and..., Finra Series 7, 24, and..., BS in Elementary..., Series 7
Education
Keene State College 1995 — 1999
Bachelor of Science, Elementary Education and Psychology
Lauren (Gingerella) Callahan's Commonwealth Financial Network Experience September 2005 - Present
Job Conference and Events Planner at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2005 - Present
Quinn and Gellar Marketing June 2004 - August 2005
Skills
Marketing Communications, Social Media, Event Planning, Event Management, Marketing, Customer Service, Strategic Planning, Public Relations, PowerPoint, Marketing Strategy, Sales, Social Media Marketing, Email Marketing, Facebook, Social Networking, Advertising
Education
Roger Williams University 2000 — 2004
Bachelor's Degree, Marketing/Marketing Management, General
The Institute at Palazzo Rucellai, Florence, Italy 2002 — 2002
Interdisciplinary Studies in Humanities
Northeastern University 2005 — 2006
Certificate in Meeting & Event Planning
Wheeler High School 1996 — 2000
High School
Commonwealth Financial Network September 2005 - Present
Quinn and Gellar Marketing June 2004 - August 2005
Skills
Marketing Communications, Social Media, Event Planning, Event Management, Marketing, Customer Service, Strategic Planning, Public Relations, PowerPoint, Marketing Strategy, Sales, Social Media Marketing, Email Marketing, Facebook, Social Networking, Advertising
Education
Roger Williams University 2000 — 2004
Bachelor's Degree, Marketing/Marketing Management, General
The Institute at Palazzo Rucellai, Florence, Italy 2002 — 2002
Interdisciplinary Studies in Humanities
Northeastern University 2005 — 2006
Certificate in Meeting & Event Planning
Wheeler High School 1996 — 2000
High School
Neil Bilimoria's Commonwealth Financial Network Experience July 2009 - October 2012
Job Financial/Budget Analyst
Industry Financial Services
Experience
US Federal Government November 2012 - Present
Commonwealth Financial Network July 2009 - October 2012
Armstrong, Fleming & Moore February 2002 - October 2012
Munder Capital Management May 1999 - August 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Financial Analysis, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Valuation, Alternative Investments, Estate Planning, Due Diligence, Series 7, Microsoft Excel, Corporate Finance, PowerPoint
Education
Michigan State University 1996 — 2000
B.A, Finance
US Federal Government November 2012 - Present
Commonwealth Financial Network July 2009 - October 2012
Armstrong, Fleming & Moore February 2002 - October 2012
Munder Capital Management May 1999 - August 1999
Skills
Investments, Portfolio Management, Financial Modeling, Asset Allocation, Asset Managment, Financial Analysis, Mutual Funds, Investment Advisory, Strategic Financial..., Wealth Management, Retirement Planning, Investment Strategies, Valuation, Alternative Investments, Estate Planning, Due Diligence, Series 7, Microsoft Excel, Corporate Finance, PowerPoint
Education
Michigan State University 1996 — 2000
B.A, Finance
Brian Macey's Commonwealth Financial Network Experience May 2009 - Present
Job Brokerage Cashier at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
Commonwealth Financial Network May 2009 - Present
Brown Brothers Harriman 2007 - Present
Citigroup Smith Barney July 2007 - September 2007
Gentle Giant Moving Co. June 2004 - January 2007
Education
Norwich University 2003 — 2007
Joe Sinopoli's Commonwealth Financial Network Experience October 2012 - October 2013
Job IT Project Manager/Senior Programmer at Linkage, Inc.
Industry Professional Training & Coaching
Experience
Linkage, Inc. October 2013 - Present
Commonwealth Financial Network October 2012 - October 2013
Linkage September 2006 - October 2012
Judge Rotenberg Educational Center January 2005 - September 2006
MobileToys July 2000 - December 2004
The Boston Company Asset Management, LLC April 1998 - July 2000
Skills
Instructional Design, E-Learning, Leadership Development, Wordpress, CSS
Education
Northeastern University
Computer Engineering Technology
Linkage, Inc. October 2013 - Present
Commonwealth Financial Network October 2012 - October 2013
Linkage September 2006 - October 2012
Judge Rotenberg Educational Center January 2005 - September 2006
MobileToys July 2000 - December 2004
The Boston Company Asset Management, LLC April 1998 - July 2000
Skills
Instructional Design, E-Learning, Leadership Development, Wordpress, CSS
Education
Northeastern University
Computer Engineering Technology
Brian Brelinsky's Commonwealth Financial Network Experience November 2005 - Present
Job Investment Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2005 - Present
Eaton Vance September 2002 - November 2005
State Street Research December 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst 2009 — 2011
MBA
State University of New York College at Oswego 1995 — 1999
Commonwealth Financial Network November 2005 - Present
Eaton Vance September 2002 - November 2005
State Street Research December 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst 2009 — 2011
MBA
State University of New York College at Oswego 1995 — 1999
Lauren Stakutis's Commonwealth Financial Network Experience May 2011 - November 2011
Job Owner/Consultant at Strategic Adrenaline!
Industry Marketing and Advertising
Experience
U.S. Wealth Management December 2012 - November 2014
Commonwealth Financial Network May 2011 - November 2011
John Hancock Financial Network January 2008 - May 2011
John Hancock Financial Network June 2006 - January 2008
The Bulfinch Group (a Guardian Life Insurance Agency) June 2002 - June 2006
Skills
Financial Services, Marketing Strategy, Marketing Communications, Life Insurance, Direct Marketing, Strategic Financial..., Marketing, New Business Development, Business Planning, Small Business, Business Development, Marketing Management, Email Marketing, Strategic Consulting, Referrals, Prospecting for New..., Target Marketing, Niche Marketing, Strategy, Business Strategy, Digital Marketing, Online Marketing, Lead Generation, Competitive Analysis, Social Media, Market Planning, Leadership, Market Research, Salesforce.com, Marketing Research, Public Relations, Account Management, Integrated Marketing, Strategic Planning, Social Media Marketing, Strategic Partnerships, CRM, Brand Management, Online Advertising, B2B Marketing, Analytics, Advertising, Brand Development, Recruiting, Newsletters, Team Management, Internal Communications, Sales, Customer Retention, Management
Education
Merrimack College 1993 — 1997
Bachelor or Science in Business Administration, Marketing
U.S. Wealth Management December 2012 - November 2014
Commonwealth Financial Network May 2011 - November 2011
John Hancock Financial Network January 2008 - May 2011
John Hancock Financial Network June 2006 - January 2008
The Bulfinch Group (a Guardian Life Insurance Agency) June 2002 - June 2006
Skills
Financial Services, Marketing Strategy, Marketing Communications, Life Insurance, Direct Marketing, Strategic Financial..., Marketing, New Business Development, Business Planning, Small Business, Business Development, Marketing Management, Email Marketing, Strategic Consulting, Referrals, Prospecting for New..., Target Marketing, Niche Marketing, Strategy, Business Strategy, Digital Marketing, Online Marketing, Lead Generation, Competitive Analysis, Social Media, Market Planning, Leadership, Market Research, Salesforce.com, Marketing Research, Public Relations, Account Management, Integrated Marketing, Strategic Planning, Social Media Marketing, Strategic Partnerships, CRM, Brand Management, Online Advertising, B2B Marketing, Analytics, Advertising, Brand Development, Recruiting, Newsletters, Team Management, Internal Communications, Sales, Customer Retention, Management
Education
Merrimack College 1993 — 1997
Bachelor or Science in Business Administration, Marketing
Alexander Typaldos's Commonwealth Financial Network Experience July 2008 - December 2008
Job Network Engineer
Industry Computer Networking
Experience
Something Digital Network EngineerSomething DigitalNetwork EngineerIPsoft, inc.September 2009 - August 2014
Commonwealth Financial Network July 2008 - December 2008
Massachusetts Convention Center Authority July 2007 - April 2008
EMC July 2006 - April 2007
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Information Science/Studies
Something Digital Network EngineerSomething DigitalNetwork EngineerIPsoft, inc.September 2009 - August 2014
Commonwealth Financial Network July 2008 - December 2008
Massachusetts Convention Center Authority July 2007 - April 2008
EMC July 2006 - April 2007
Education
Northeastern University 2004 — 2009
Bachelor of Science (B.S.), Information Science/Studies
Elaine (Prodromou) Mavrommatis's Commonwealth Financial Network Experience 2013 - Present
Job Associate Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Michael Cornacchioli, CFA, FRM's Commonwealth Financial Network Experience April 2012 - April 2015
Job Senior Analyst
Industry Investment Management
Experience
Citizens Bank April 2015 - Present
Commonwealth Financial Network April 2012 - April 2015
Weston Financial September 2006 - April 2012
Skills
Asset Allocation, Series 7, Financial Analysis, Equity Research, Estate Planning, Financial Planners, Strategic Financial..., Strategic Planning, Morningstar Direct, Bloomberg, MPI Stylus, MS Office, Visual Basic, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Finance, Investments
Citizens Bank April 2015 - Present
Commonwealth Financial Network April 2012 - April 2015
Weston Financial September 2006 - April 2012
Skills
Asset Allocation, Series 7, Financial Analysis, Equity Research, Estate Planning, Financial Planners, Strategic Financial..., Strategic Planning, Morningstar Direct, Bloomberg, MPI Stylus, MS Office, Visual Basic, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Finance, Investments
Erin Larney's Commonwealth Financial Network Experience December 2005 - April 2007
Job Director of Communications
Industry Financial Services
Experience
Samuel Financial LLC January 2015 - Present
Samuel Financial LLC November 2009 - December 2014
LPL Financial Services April 2007 - August 2009
Commonwealth Financial Network December 2005 - April 2007
Commonwealth Financial Network June 2004 - November 2005
Commonwealth Financial Network August 2002 - May 2004
Commonwealth Financial Network June 2000 - August 2002
Hunneman Coldwell Banker May 1999 - August 1999
Morgan Stanley Dean Witter May 1999 - August 1999
Education
Norwich University 1996 — 2000
BS, Economics
Samuel Financial LLC January 2015 - Present
Samuel Financial LLC November 2009 - December 2014
LPL Financial Services April 2007 - August 2009
Commonwealth Financial Network December 2005 - April 2007
Commonwealth Financial Network June 2004 - November 2005
Commonwealth Financial Network August 2002 - May 2004
Commonwealth Financial Network June 2000 - August 2002
Hunneman Coldwell Banker May 1999 - August 1999
Morgan Stanley Dean Witter May 1999 - August 1999
Education
Norwich University 1996 — 2000
BS, Economics
Dean Litchford's Commonwealth Financial Network Experience April 1996 - Present
Job Senior Fixed Income Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 1996 - Present
Commonwealth Equity Services, Inc 1994 - Present
Commonwealth Financial 1994 - Present
Skills
Series 7, Series 63, Series 55, Series 53, Series 6, Series 24, FINRA, Securities, Mutual Funds, Fixed Income, Trading, Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Equities, Investment Advisory, Financial Planning, Asset Management, Alternative Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Bloomberg, Risk Management, Estate Planning, Insurance, Uniform Combined State...
Education
Northeastern University
Bachelor's degree, Accounting and Finance
Commonwealth Financial Network April 1996 - Present
Commonwealth Equity Services, Inc 1994 - Present
Commonwealth Financial 1994 - Present
Skills
Series 7, Series 63, Series 55, Series 53, Series 6, Series 24, FINRA, Securities, Mutual Funds, Fixed Income, Trading, Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Equities, Investment Advisory, Financial Planning, Asset Management, Alternative Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Bloomberg, Risk Management, Estate Planning, Insurance, Uniform Combined State...
Education
Northeastern University
Bachelor's degree, Accounting and Finance
Peter Yunger's Commonwealth Financial Network Experience November 2012 - Present
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Commonwealth Financial Network November 2012 - Present
CCO Investment Services June 2010 - November 2012
CCO Investment Services January 2005 - June 2010
Boston Financial Data Services January 2003 - January 2005
Boston Financial Data Services August 2002 - January 2003
Scudder Investments August 2000 - May 2002
Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs
Education
High Point University 1993 — 1998
B.S., Psychology
High Point University 1993 — 1997
Bachelors Degree, Psychology
Alex Magararu's Commonwealth Financial Network Experience March 2009 - May 2014
Job Practice Management Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2009 - May 2014
Fidelity Capital Markets September 2006 - December 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments August 2000 - September 2005
Fidelity Investments May 1998 - August 2000
Brown & Company Securities Corporation July 1997 - May 1998
Fidelity Investments August 1995 - July 1997
Fechtor, Detwiler & Co., Inc. January 1994 - July 1995
Education
Norwich University
Bachelor of Science, Business Management and Administration
Commonwealth Financial Network March 2009 - May 2014
Fidelity Capital Markets September 2006 - December 2008
Fidelity Investments September 2005 - September 2006
Fidelity Investments August 2000 - September 2005
Fidelity Investments May 1998 - August 2000
Brown & Company Securities Corporation July 1997 - May 1998
Fidelity Investments August 1995 - July 1997
Fechtor, Detwiler & Co., Inc. January 1994 - July 1995
Education
Norwich University
Bachelor of Science, Business Management and Administration
Brad Fournier's Commonwealth Financial Network Experience July 2011 - Present
Job Web Services and Usability CoOp at Commonwealth Financial Network
Industry Computer Software
Experience
Commonwealth Financial Network July 2011 - Present
Commonwealth Financial Network July 2010 - December 2010
Charles River Development July 2009 - December 2009
Education
Northeastern University 2007 — 2013
BS, Computer Science & Cognitive Psychology
Commonwealth Financial Network July 2011 - Present
Commonwealth Financial Network July 2010 - December 2010
Charles River Development July 2009 - December 2009
Education
Northeastern University 2007 — 2013
BS, Computer Science & Cognitive Psychology
Mike La Vita, CMP's Commonwealth Financial Network Experience October 2007 - Present
Job Conferences and Events Planner at Commonwealth Financial Network
Industry Events Services
Experience
Commonwealth Financial Network October 2007 - Present
P.F. Chang's China Bistro 2006 - 2007
Lomo Argentine Grille 2005 - 2006
WBCN 2003 - 2005
Palms Casino Resort 2001 - 2003
Hard Rock Hotel 1999 - 2001
Barbary Coast Hotel and Casino 1997 - 2000
Furnance Brook Golf Course 1994 - 1997
Skills
Event Management, Event Planning, Social Media Marketing, Social Media, Corporate Events, Marketing Communications, Marketing, Public Relations, Food & Beverage, Advertising, Marketing Strategy, Social Networking, Customer Service, Hospitality, Public Speaking, Sponsorship, Trade Shows, Online Marketing, Facebook, Newsletters, Corporate Communications, Media Relations, Fundraising
Education
Northeastern University 2008 — 2010
Certificate, Meeting and Event Planning, 4.0
University of Nevada-Las Vegas 1996 — 2000
Hospitality, Casino Management, F&B
Commonwealth Financial Network October 2007 - Present
P.F. Chang's China Bistro 2006 - 2007
Lomo Argentine Grille 2005 - 2006
WBCN 2003 - 2005
Palms Casino Resort 2001 - 2003
Hard Rock Hotel 1999 - 2001
Barbary Coast Hotel and Casino 1997 - 2000
Furnance Brook Golf Course 1994 - 1997
Skills
Event Management, Event Planning, Social Media Marketing, Social Media, Corporate Events, Marketing Communications, Marketing, Public Relations, Food & Beverage, Advertising, Marketing Strategy, Social Networking, Customer Service, Hospitality, Public Speaking, Sponsorship, Trade Shows, Online Marketing, Facebook, Newsletters, Corporate Communications, Media Relations, Fundraising
Education
Northeastern University 2008 — 2010
Certificate, Meeting and Event Planning, 4.0
University of Nevada-Las Vegas 1996 — 2000
Hospitality, Casino Management, F&B
Lorraine Lincoln's Commonwealth Financial Network Experience June 2015 - Present
Job Senior Transfer of Assets Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network June 2012 - June 2015
Sears Holdings Corporation September 2007 - May 2009
Sears, Roebuck and Co. June 1980 - September 2007
Skills
Inventory Management, Loss Prevention, Training, Retail, Customer Service, Time Management, Microsoft Excel, Outlook, Driving Results, Store Operations, Customer Satisfaction, Inventory Control, Data Entry, Microsoft Word, Process Scheduler
Education
Northeastern University 1979 — 1982
BS, Criminal Justice
Aquinas College 1977 — 1979
AS, Human Services Administration
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network June 2012 - June 2015
Sears Holdings Corporation September 2007 - May 2009
Sears, Roebuck and Co. June 1980 - September 2007
Skills
Inventory Management, Loss Prevention, Training, Retail, Customer Service, Time Management, Microsoft Excel, Outlook, Driving Results, Store Operations, Customer Satisfaction, Inventory Control, Data Entry, Microsoft Word, Process Scheduler
Education
Northeastern University 1979 — 1982
BS, Criminal Justice
Aquinas College 1977 — 1979
AS, Human Services Administration
Lei Qin's Commonwealth Financial Network Experience January 2010 - June 2010
Job SDET at Amazon
Industry Computer Software
Experience
Amazon April 2013 - Present
Grandstream Networks May 2012 - August 2012
Commonwealth Financial Network January 2010 - June 2010
Skills
Java, C++, C, Linux, JavaScript, Perl, Eclipse, Algorithms, Distributed Systems, Matlab
Education
University of Southern California 2011 — 2012
Master's, Computer Science
Northeastern University 2008 — 2010
Master's degree, Computer Science
Amazon April 2013 - Present
Grandstream Networks May 2012 - August 2012
Commonwealth Financial Network January 2010 - June 2010
Skills
Java, C++, C, Linux, JavaScript, Perl, Eclipse, Algorithms, Distributed Systems, Matlab
Education
University of Southern California 2011 — 2012
Master's, Computer Science
Northeastern University 2008 — 2010
Master's degree, Computer Science
Michael Dunnigan's Commonwealth Financial Network Experience January 2011 - June 2011
Job Distribution Analyst at Liberty Mutual Insurance
Industry Financial Services
Experience
Bethel Woods Center for the Arts July 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Bethel Woods Center for the Arts July 2011 - September 2011
Commonwealth Financial Network January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Outlook, Lotus Notes, PowerPoint
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance and Accounting
Liberty High School 2004 — 2008
Advanced Regents Diploma
Bethel Woods Center for the Arts July 2012 - September 2012
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Bethel Woods Center for the Arts July 2011 - September 2011
Commonwealth Financial Network January 2011 - June 2011
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2010
Skills
Microsoft Word, Microsoft Powerpoint, Microsoft Excel, Outlook, Lotus Notes, PowerPoint
Education
Northeastern University 2008 — 2013
Bachelor of Science (BS), Finance and Accounting
Liberty High School 2004 — 2008
Advanced Regents Diploma
Sean Barber's Commonwealth Financial Network Experience January 2009 - June 2009
Job Analyst Strategic and Corporate Planning at PDC Energy, Inc.
Industry Oil & Energy
Experience
PDC Energy, Inc. May 2014 - Present
PDC Energy January 2013 - August 2013
Gexpro July 2012 - January 2013
General Electric - Aviation July 2011 - January 2012
Silver Point Capital January 2010 - June 2010
Commonwealth Financial Network January 2009 - June 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Due Diligence, Corporate Finance, Outlook, Business Analysis, Finance, Accounts Receivable, Marketing, Financial Reporting, Analysis, Forecasting
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Business Administration; Finance and Marketing
PDC Energy, Inc. May 2014 - Present
PDC Energy January 2013 - August 2013
Gexpro July 2012 - January 2013
General Electric - Aviation July 2011 - January 2012
Silver Point Capital January 2010 - June 2010
Commonwealth Financial Network January 2009 - June 2009
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Financial Modeling, Microsoft Word, Due Diligence, Corporate Finance, Outlook, Business Analysis, Finance, Accounts Receivable, Marketing, Financial Reporting, Analysis, Forecasting
Education
Northeastern University 2007 — 2012
Bachelor of Science Degree, Business Administration; Finance and Marketing
Philip Hagopian's Commonwealth Financial Network Experience March 2005 - September 2006
Job Director of Business Development
Industry Financial Services
Experience
Broker Dealer Sales - Annuity and Fixed Income Solutions November 2013 - Present
Transamerica May 2010 - June 2013
Jackson National Life October 2007 - June 2010
Jackson National Life August 2006 - October 2007
Commonwealth Financial Network March 2005 - September 2006
Skills
Series 63, Sales Operations, Series 7, Investments, Business Development, Sales, Retirement Planning, Variable Annuities, Salesforce.com, Marketing, New Business Development, Fixed Annuities, Sales Management, Series 65, Separately Managed..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement
Education
Northeastern University 2000 — 2005
BSBA, Finance
Broker Dealer Sales - Annuity and Fixed Income Solutions November 2013 - Present
Transamerica May 2010 - June 2013
Jackson National Life October 2007 - June 2010
Jackson National Life August 2006 - October 2007
Commonwealth Financial Network March 2005 - September 2006
Skills
Series 63, Sales Operations, Series 7, Investments, Business Development, Sales, Retirement Planning, Variable Annuities, Salesforce.com, Marketing, New Business Development, Fixed Annuities, Sales Management, Series 65, Separately Managed..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement
Education
Northeastern University 2000 — 2005
BSBA, Finance
Courtney Halpern's Commonwealth Financial Network Experience December 2013 - Present
Job Conference and Events Assistant at Commonwealth Financial Network
Industry Hospitality
Experience
Commonwealth Financial Network December 2013 - Present
Harbor View Hotel May 2013 - August 2013
UMass Amherst Sport Event Management January 2013 - May 2013
Normandy Farms Campground Resort June 2012 - August 2012
Holiday Inn May 2011 - August 2011
Minuteman Trucks, Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Hospitality Management, Food & Beverage, Volunteer Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (B.S.), Hospitality and Tourism Management
John Cabot University, Rome, Italy 2011 — 2012
Hospitality and Tourism Managemant
Foxborough High School 2005 — 2009
Commonwealth Financial Network December 2013 - Present
Harbor View Hotel May 2013 - August 2013
UMass Amherst Sport Event Management January 2013 - May 2013
Normandy Farms Campground Resort June 2012 - August 2012
Holiday Inn May 2011 - August 2011
Minuteman Trucks, Inc. 2006 - 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Hospitality, Teamwork, Event Planning, Social Media, Event Management, Hospitality Management, Food & Beverage, Volunteer Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Science (B.S.), Hospitality and Tourism Management
John Cabot University, Rome, Italy 2011 — 2012
Hospitality and Tourism Managemant
Foxborough High School 2005 — 2009
Kyle Oestreich's Commonwealth Financial Network Experience June 2013 - December 2013
Job Second Lieutenant at United States Air Force
Industry Information Technology and Services
Experience
United States Air Force May 2014 - Present
United States Air Force September 2009 - May 2014
Commonwealth Financial Network June 2013 - December 2013
Commonwealth Financial Network July 2011 - December 2011
Skills
Military, Security Clearance, DoD, Air Force, National Security, Networking
Education
Northeastern University 2009 — 2014
BS, Computer Science
Boston College High School 2005 — 2009
United States Air Force May 2014 - Present
United States Air Force September 2009 - May 2014
Commonwealth Financial Network June 2013 - December 2013
Commonwealth Financial Network July 2011 - December 2011
Skills
Military, Security Clearance, DoD, Air Force, National Security, Networking
Education
Northeastern University 2009 — 2014
BS, Computer Science
Boston College High School 2005 — 2009
Ginette Giblin's Commonwealth Financial Network Experience June 2013 - Present
Job Vice President of Operations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2013 - Present
Commonwealth Financial Network January 1997 - June 2013
Skills
Hold Series 7, Life Insurance, Health Insurance, Process Improvement, Series 7, Securities, Management
Education
Massachusetts School of Law
Doctor of Law (J.D.)
UMass Lowell
Bachelor's degree, Criminal Justice and Corrections
Commonwealth Financial Network June 2013 - Present
Commonwealth Financial Network January 1997 - June 2013
Skills
Hold Series 7, Life Insurance, Health Insurance, Process Improvement, Series 7, Securities, Management
Education
Massachusetts School of Law
Doctor of Law (J.D.)
UMass Lowell
Bachelor's degree, Criminal Justice and Corrections
John Veronelli's Commonwealth Financial Network Experience 2013 - 2015
Job Senior Software Engineer | Web Developer
Industry Computer Software
Experience
looped in 2015 - Present
Commonwealth Financial Network 2013 - 2015
Monetrics LLC (a JM Family Subsidiary) 2001 - 2013
Purchasenet 1999 - 2001
Textron Systems 1997 - 1999
Skills
Agile Methodologies, IIS, Enterprise Architecture, Software Development, Scrum, Microsoft Technologies, C#, VB.NET, Microsoft SQL Server, Full SDLC, .NET, ASP.NET, ASP.NET MVC, Object Oriented Design
Education
UMass Lowell
Bachelor of Science (BS), Computer Science
Northeastern University
Bachelor of Science (BS), Computer Engineering
looped in 2015 - Present
Commonwealth Financial Network 2013 - 2015
Monetrics LLC (a JM Family Subsidiary) 2001 - 2013
Purchasenet 1999 - 2001
Textron Systems 1997 - 1999
Skills
Agile Methodologies, IIS, Enterprise Architecture, Software Development, Scrum, Microsoft Technologies, C#, VB.NET, Microsoft SQL Server, Full SDLC, .NET, ASP.NET, ASP.NET MVC, Object Oriented Design
Education
UMass Lowell
Bachelor of Science (BS), Computer Science
Northeastern University
Bachelor of Science (BS), Computer Engineering
Nick Astle's Commonwealth Financial Network Experience August 2015 - Present
Job Partner at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
Commonwealth Financial Network August 2015 - Present
Raymond James February 2014 - Present
Merrill Lynch November 2007 - February 2014
Skills
Investments, Finance, Securities, Series 7, Financial Analysis, Financial Planning, Financial Modeling, Asset Management, Public Speaking, Management, Social Media
Education
Loyola Marymount University 2003 — 2007
Business, Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.