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
Kathleen Roche Kathleen Roche's Commonwealth Financial Network Experience March 2009 - Present
Job 401(k) Product, Sales and Consulting Professional
Industry Financial Services
Experience
Commonwealth Financial Network March 2009 - Present
National Financial, a Fidelity Investments company January 2007 - June 2008
National Financial, a Fidelity Investments company January 2005 - December 2007
National Financial, a Fidelity Investments company November 2003 - December 2004
Education
Stonehill College
Bachelor of Science, Business
Commonwealth Financial Network March 2009 - Present
National Financial, a Fidelity Investments company January 2007 - June 2008
National Financial, a Fidelity Investments company January 2005 - December 2007
National Financial, a Fidelity Investments company November 2003 - December 2004
Education
Stonehill College
Bachelor of Science, Business
Jared Proctor Jared Proctor's Commonwealth Financial Network Experience April 2013 - October 2013
Job Content Marketing Leader at Creditera, Inc.
Industry Marketing and Advertising
Experience
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Creditera October 2013 - Present
Commonwealth Financial Network April 2013 - October 2013
Natixis Global Asset Management August 2011 - January 2013
Fidelity Investments July 2005 - August 2006
Putnam Investments October 2002 - October 2004
Fidelity Investments February 2001 - October 2002
Skills
Strategic Communications, Social Media, Investments, Financial Writing, Digital Marketing, Brand Development, Corporate Communications, Marketing, Financial Services, Content Strategy, Social Media Marketing, Finance, Blogging, Copywriting, Marketing Communications, SEO, Internal Communications, Strategy, Marketing Strategy, Press Releases, Web Content, Advertising, Email Marketing, SEM, Newsletters, Sales, Creative Direction, Facebook, Online Marketing, Management
Education
Harvard Extension School 2009 — 2011
Certificate, Communications
Saint Michael's College 1994 — 1998
B.A., English, Minor: Business, Marketing
Christine Bovarnick Christine Bovarnick's Commonwealth Financial Network Experience April 2014 - Present
Job Business Analyst at Commonwealth Financial Network
Industry Computer Software
Experience
Commonwealth Financial Network April 2014 - Present
Wolters Kluwer Financial Services April 2007 - January 2014
Fidelity Investments June 2003 - April 2007
Fidelity Investments March 2001 - June 2003
Fidelity Investments January 2000 - March 2001
Fidelity Investments September 1998 - December 2000
First Data Corporation September 1996 - September 1998
Skills
Financial Analysis
Education
Suffolk University 1997 — 2001
MBA, Business Administation Concentration: Finance
Westfield State College 1992 — 1996
Bachelor of Science, Business Management Concentration: Finance
Waltham High School
Commonwealth Financial Network April 2014 - Present
Wolters Kluwer Financial Services April 2007 - January 2014
Fidelity Investments June 2003 - April 2007
Fidelity Investments March 2001 - June 2003
Fidelity Investments January 2000 - March 2001
Fidelity Investments September 1998 - December 2000
First Data Corporation September 1996 - September 1998
Skills
Financial Analysis
Education
Suffolk University 1997 — 2001
MBA, Business Administation Concentration: Finance
Westfield State College 1992 — 1996
Bachelor of Science, Business Management Concentration: Finance
Waltham High School
Christopher Monsour Christopher Monsour's Commonwealth Financial Network Experience August 2008 - September 2014
Job Manager, Technical Operations, Engineering & Support
Industry Information Technology and Services
Experience
Commonwealth Financial Network August 2008 - September 2014
Commonwealth Financial Network October 2006 - August 2008
Ranch Events March 2000 - October 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Management, Project Management, Public Speaking, Customer Service, Negotiation, Strategic Planning, Networking, Research, Teaching, Budgets, Microsoft Office, English, Service-Now, Avaya, verint
Education
San Diego State University-California State University 2001 — 2006
Information Systems, Business Administration and Management, General
Commonwealth Financial Network August 2008 - September 2014
Commonwealth Financial Network October 2006 - August 2008
Ranch Events March 2000 - October 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Management, Project Management, Public Speaking, Customer Service, Negotiation, Strategic Planning, Networking, Research, Teaching, Budgets, Microsoft Office, English, Service-Now, Avaya, verint
Education
San Diego State University-California State University 2001 — 2006
Information Systems, Business Administration and Management, General
Ali Bennett Ali Bennett's Commonwealth Financial Network Experience May 2006 - July 2014
Job Visual Designer
Industry Marketing and Advertising
Experience
Commonwealth Financial Network May 2006 - July 2014
Professional Staffing Group 2004 - 2006
Houghton Mifflin Harcourt 2004 - 2005
Epsilon 2000 - 2004
Skills
Typography, Graphic Design, InDesign, Illustrator, Photoshop, Creative Direction, Adobe Creative Suite, Art Direction, OS X, Web Design, Logo Design, Brand Development, User Experience, User Interface Design, QuarkXPress, Direct Mail, Advertising, PowerPoint, Word, Studio Art, Mixed Media
Education
Salem State University 1997 — 1999
Bachelor of Science (BS), Graphic Design
Salem State University 1989 — 1994
Bachelor of Science (B.S.), Psychology/Art (double major general studies)
Commonwealth Financial Network May 2006 - July 2014
Professional Staffing Group 2004 - 2006
Houghton Mifflin Harcourt 2004 - 2005
Epsilon 2000 - 2004
Skills
Typography, Graphic Design, InDesign, Illustrator, Photoshop, Creative Direction, Adobe Creative Suite, Art Direction, OS X, Web Design, Logo Design, Brand Development, User Experience, User Interface Design, QuarkXPress, Direct Mail, Advertising, PowerPoint, Word, Studio Art, Mixed Media
Education
Salem State University 1997 — 1999
Bachelor of Science (BS), Graphic Design
Salem State University 1989 — 1994
Bachelor of Science (B.S.), Psychology/Art (double major general studies)
Adam Nellist's Commonwealth Financial Network Experience August 2011 - February 2014
Job Omron Oilfield & Marine
Industry Information Technology and Services
Experience
R.L. Nelson Construction and Foundation Repair February 2014 - Present
Commonwealth Financial Network August 2011 - February 2014
Unisys May 2010 - August 2011
Cyberstorm Premier Gaming June 2009 - May 2010
Chatfield Engineers, P.C. May 2008 - December 2008
Town of Henrietta April 2007 - February 2008
Skills
Technical Support, Computer Hardware, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Information Technology, Computer Maintenance, Help Desk Support, Microsoft Office, Windows, Outlook, Windows 7, Troubleshooting, Computer Proficiency, Computers, Computer Security, Research, English, Photoshop, Internet Explorer, Symantec Endpoint..., Hardware, Desktop Computers, Windows XP, Software Documentation, Printers, Civil Engineering, Google Chrome, Firefox, AutoCAD, AutoCAD Civil 3D, ArcGIS
Education
Rochester Institute of Technology 2004 — 2009
Bachelor of Science (BS), Civil Engineering Technology
R.L. Nelson Construction and Foundation Repair February 2014 - Present
Commonwealth Financial Network August 2011 - February 2014
Unisys May 2010 - August 2011
Cyberstorm Premier Gaming June 2009 - May 2010
Chatfield Engineers, P.C. May 2008 - December 2008
Town of Henrietta April 2007 - February 2008
Skills
Technical Support, Computer Hardware, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Information Technology, Computer Maintenance, Help Desk Support, Microsoft Office, Windows, Outlook, Windows 7, Troubleshooting, Computer Proficiency, Computers, Computer Security, Research, English, Photoshop, Internet Explorer, Symantec Endpoint..., Hardware, Desktop Computers, Windows XP, Software Documentation, Printers, Civil Engineering, Google Chrome, Firefox, AutoCAD, AutoCAD Civil 3D, ArcGIS
Education
Rochester Institute of Technology 2004 — 2009
Bachelor of Science (BS), Civil Engineering Technology
Kiley Larmour's Commonwealth Financial Network Experience January 2013 - May 2013
Job Administrative/HR Assistant at Cakebread Cellars
Industry Human Resources
Experience
Cakebread Cellars September 2014 - Present
Enterprise Rent-A-Car June 2013 - September 2014
Commonwealth Financial Network January 2013 - May 2013
Olive Garden June 2011 - January 2013
Skills
Food Service, Hospitality, Time Management, Cashiering, Social Networking, Customer Service, Phone Etiquette, Sales, Marketing, Social Media Marketing, Organizational..., Teamwork, Social Media, Management, Outlook
Education
Sonoma State University 2009 — 2013
Bachelor's degree, Marketing
Cakebread Cellars September 2014 - Present
Enterprise Rent-A-Car June 2013 - September 2014
Commonwealth Financial Network January 2013 - May 2013
Olive Garden June 2011 - January 2013
Skills
Food Service, Hospitality, Time Management, Cashiering, Social Networking, Customer Service, Phone Etiquette, Sales, Marketing, Social Media Marketing, Organizational..., Teamwork, Social Media, Management, Outlook
Education
Sonoma State University 2009 — 2013
Bachelor's degree, Marketing
S. Johnny Im S. Johnny Im's Commonwealth Financial Network Experience December 2014 - June 2015
Job Accounting and Reporting Specialist at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2015 - Present
Commonwealth Financial Network December 2014 - June 2015
Department of Economics, Ohio University September 2014 - December 2014
Broadway Conveniences May 2014 - August 2014
UMass Recreation Centers August 2013 - May 2014
Pactera February 2013 - June 2013
Blue Taleh March 2011 - August 2012
McDonald's Corporation October 2007 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, English, Analytical Skills, Statistical Data..., International Economics, Financial Analysis, Training, Management, Data Analysis, Finance, Economics, Statistics, Chinese, International Relations, Leadership, Mandarin, Qualitative Research, Econometrics, Teamwork, Team Building
Education
Ohio University 2014 — 2014
1 Semester, Financial Economics
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Arts (BA), Economics, 3.287/4.000
Shanghai University of Finance and Economics 2013 — 2013
Certificate, International Business, 3.76/4.00
Lowell High School 2005 — 2009
BNY Mellon July 2015 - Present
Commonwealth Financial Network December 2014 - June 2015
Department of Economics, Ohio University September 2014 - December 2014
Broadway Conveniences May 2014 - August 2014
UMass Recreation Centers August 2013 - May 2014
Pactera February 2013 - June 2013
Blue Taleh March 2011 - August 2012
McDonald's Corporation October 2007 - March 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, English, Analytical Skills, Statistical Data..., International Economics, Financial Analysis, Training, Management, Data Analysis, Finance, Economics, Statistics, Chinese, International Relations, Leadership, Mandarin, Qualitative Research, Econometrics, Teamwork, Team Building
Education
Ohio University 2014 — 2014
1 Semester, Financial Economics
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Arts (BA), Economics, 3.287/4.000
Shanghai University of Finance and Economics 2013 — 2013
Certificate, International Business, 3.76/4.00
Lowell High School 2005 — 2009
Chris A. Lewis, AIF Chris A. Lewis, AIF's Commonwealth Financial Network Experience December 2009 - Present
Job President at Lewis Brown
Industry Financial Services
Experience
Lewis Brown December 2009 - Present
Commonwealth Financial Network December 2009 - Present
C & C Capital LLC October 1997 - December 2009
Skills
Retirement, Investments, Financial Advisory, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Wealth Management, Asset Management, Insurance
Education
University of Oklahoma - Price College of Business 1981 — 1985
Business Administration
Shepherd University
Lewis Brown December 2009 - Present
Commonwealth Financial Network December 2009 - Present
C & C Capital LLC October 1997 - December 2009
Skills
Retirement, Investments, Financial Advisory, Strategic Financial..., Asset Allocation, Retirement Planning, Fixed Annuities, Wealth Management, Asset Management, Insurance
Education
University of Oklahoma - Price College of Business 1981 — 1985
Business Administration
Shepherd University
Lisa Dion Lisa Dion's Commonwealth Financial Network Experience January 2015 - Present
Job Field Development Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Royal Alliance Associates INC July 2013 - January 2015
Royal Alliance Associates INC 2000 - June 2013
Skills
Series 7, Series 63, Series 24, Financial Services, Business Development, Relationship Management, Recruiting
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Finance
Commonwealth Financial Network January 2015 - Present
Royal Alliance Associates INC July 2013 - January 2015
Royal Alliance Associates INC 2000 - June 2013
Skills
Series 7, Series 63, Series 24, Financial Services, Business Development, Relationship Management, Recruiting
Education
The University of Connecticut School of Business
Bachelor of Science (B.S.), Finance
Tessa Bowman Tessa Bowman's Commonwealth Financial Network Experience 2008 - 2009
Job Tenant Services Coordinator at Hines
Industry Real Estate
Experience
Hines August 2009 - Present
Hines August 2009 - Present
Commonwealth Financial Network 2008 - 2009
Skills
Event Planning, Customer Service, Asset Managment, Yardi, Microsoft Excel
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Natural Healing Institute 2012 — 2013
Clinical Nutritionist, Clinical Nutrition/Nutritionist
Universidad Antonio de Nebrija
Hines August 2009 - Present
Hines August 2009 - Present
Commonwealth Financial Network 2008 - 2009
Skills
Event Planning, Customer Service, Asset Managment, Yardi, Microsoft Excel
Education
Sonoma State University 2004 — 2008
Bachelor of Arts (B.A.), Spanish Language and Literature
Natural Healing Institute 2012 — 2013
Clinical Nutritionist, Clinical Nutrition/Nutritionist
Universidad Antonio de Nebrija
Nicole Maynard Nicole Maynard's Commonwealth Financial Network Experience March 2012 - March 2013
Job Graphic Design, Art Direction
Industry Graphic Design
Experience
Newton-Wellesley Hospital March 2013 - Present
MIT Legatum Center September 2008 - September 2014
Commonwealth Financial Network March 2012 - March 2013
Harvard Health Publications November 2009 - April 2012
Beth Israel Deaconess Medical Center March 2009 - November 2009
Cypress Magazines June 2008 - September 2008
Cypress Magazines November 2005 - September 2008
Harvard Health Publications 2004 - 2005
Skills
Adobe Creative Suite, Dreamweaver, Web Graphics, CSS, HTML, QuarkXPress, Graphic Design, Art Direction, Layout, Print Production Process, Microsoft Office, Parallels, Pitstop, Sequel, Illustrator, Photoshop, Newsletters, User Experience, Editing, Creative Direction, Magazines, Publications
Education
S.I. Newhouse School of Public Communications at Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Journalism
Newton-Wellesley Hospital March 2013 - Present
MIT Legatum Center September 2008 - September 2014
Commonwealth Financial Network March 2012 - March 2013
Harvard Health Publications November 2009 - April 2012
Beth Israel Deaconess Medical Center March 2009 - November 2009
Cypress Magazines June 2008 - September 2008
Cypress Magazines November 2005 - September 2008
Harvard Health Publications 2004 - 2005
Skills
Adobe Creative Suite, Dreamweaver, Web Graphics, CSS, HTML, QuarkXPress, Graphic Design, Art Direction, Layout, Print Production Process, Microsoft Office, Parallels, Pitstop, Sequel, Illustrator, Photoshop, Newsletters, User Experience, Editing, Creative Direction, Magazines, Publications
Education
S.I. Newhouse School of Public Communications at Syracuse University 2000 — 2004
Bachelor of Science (B.S.), Journalism
Andrew Liakos Andrew Liakos's Commonwealth Financial Network Experience March 2012 - July 2012
Job Regulatory Analyst at MFS Investment Management
Industry Higher Education
Experience
MFS Investment Management December 2013 - Present
MFS Investment Management June 2010 - November 2013
Commonwealth Financial Network March 2012 - July 2012
Quinnipiac University August 2007 - May 2009
PepsiCo - Pepsi Beverages Company May 2007 - September 2007
Skills
Marketing, Access, Leadership, Budgets, Microsoft Excel, PowerPoint, Investments, Fundraising, Research, Mutual Funds, Strategic Financial..., Microsoft Word, Human Resources, Program Management, Employee Benefits, Outlook, Proposal Writing, Customer Service, Financial Analysis, Microsoft Office, Finance, Management, Financial Services, Analysis
Education
Quinnipiac University 2005 — 2009
Bachelor of Science (BS), Management
Quinnipiac University - School of Business 2005 — 2009
Management
Lakeland High School
Lakeland High School
MFS Investment Management December 2013 - Present
MFS Investment Management June 2010 - November 2013
Commonwealth Financial Network March 2012 - July 2012
Quinnipiac University August 2007 - May 2009
PepsiCo - Pepsi Beverages Company May 2007 - September 2007
Skills
Marketing, Access, Leadership, Budgets, Microsoft Excel, PowerPoint, Investments, Fundraising, Research, Mutual Funds, Strategic Financial..., Microsoft Word, Human Resources, Program Management, Employee Benefits, Outlook, Proposal Writing, Customer Service, Financial Analysis, Microsoft Office, Finance, Management, Financial Services, Analysis
Education
Quinnipiac University 2005 — 2009
Bachelor of Science (BS), Management
Quinnipiac University - School of Business 2005 — 2009
Management
Lakeland High School
Lakeland High School
Joseph McEvoy Joseph McEvoy's Commonwealth Financial Network Experience May 2014 - Present
Job IT Helpdesk Specialist at Commonwealth Financial Network
Industry Performing Arts
Experience
Commonwealth Financial Network May 2014 - Present
IATSE Local 11 January 2006 - Present
NaviNet April 2013 - May 2014
IATSE May 2012 - November 2012
NaviNet February 2012 - May 2012
Boston Graduate School of Psychoanalysis September 2011 - January 2012
Hebrew Senior Life June 2011 - September 2011
Skills
Public Speaking, Theatre, Event Planning, Research, Teaching, Customer Service, Marketing, Process Optimization, Customer Satisfaction, Databases, Computer Maintenance, Email Marketing, Salesforce.com, Photoshop, Sales, Process Improvement, Scripting, Microsoft Excel, Teamwork, Customer Support, JIRA, Human Resources, Microsoft Office
Education
Suffolk University 2006 — 2011
B.S., Sociology, Minor in Social Informatics
Commonwealth Financial Network May 2014 - Present
IATSE Local 11 January 2006 - Present
NaviNet April 2013 - May 2014
IATSE May 2012 - November 2012
NaviNet February 2012 - May 2012
Boston Graduate School of Psychoanalysis September 2011 - January 2012
Hebrew Senior Life June 2011 - September 2011
Skills
Public Speaking, Theatre, Event Planning, Research, Teaching, Customer Service, Marketing, Process Optimization, Customer Satisfaction, Databases, Computer Maintenance, Email Marketing, Salesforce.com, Photoshop, Sales, Process Improvement, Scripting, Microsoft Excel, Teamwork, Customer Support, JIRA, Human Resources, Microsoft Office
Education
Suffolk University 2006 — 2011
B.S., Sociology, Minor in Social Informatics
stephanni sharp's Commonwealth Financial Network Experience February 2014 - Present
Job New Accounts at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2014 - Present
Hyatt Regency Mission Bay Spa & Marina March 2012 - March 2013
Hyatt Regency Mission Bay Spa & Marina February 2011 - March 2012
The Event Team June 2010 - January 2011
Nik Software, Inc. June 2008 - October 2008
Skills
Hotels, Management, Event Management, Marketing
Education
San Diego State University-California State University 2006 — 2009
Bachelor's degree, Hospitality Administration/Management
Commonwealth Financial Network February 2014 - Present
Hyatt Regency Mission Bay Spa & Marina March 2012 - March 2013
Hyatt Regency Mission Bay Spa & Marina February 2011 - March 2012
The Event Team June 2010 - January 2011
Nik Software, Inc. June 2008 - October 2008
Skills
Hotels, Management, Event Management, Marketing
Education
San Diego State University-California State University 2006 — 2009
Bachelor's degree, Hospitality Administration/Management
Sumita Palanisamy Sumita Palanisamy's Commonwealth Financial Network Experience February 2014 - Present
Job Mobile Developer
Industry Entertainment
Experience
Commonwealth Financial Network February 2014 - Present
GSN August 2012 - April 2014
Hewlett-Packard 2011 - 2012
Skills
C#, Perl, Unity, SQL, MongoDB, MySQL, Agile Methodologies, Tortoise SVN, Git, REST, AJAX, JavaScript, Object Oriented Design, Web Applications, Web Services, CSS, WCF, Eclipse, Microsoft SQL Server
Education
St.Josephs
The University of Akron
Master's degree, Computer Science
Commonwealth Financial Network February 2014 - Present
GSN August 2012 - April 2014
Hewlett-Packard 2011 - 2012
Skills
C#, Perl, Unity, SQL, MongoDB, MySQL, Agile Methodologies, Tortoise SVN, Git, REST, AJAX, JavaScript, Object Oriented Design, Web Applications, Web Services, CSS, WCF, Eclipse, Microsoft SQL Server
Education
St.Josephs
The University of Akron
Master's degree, Computer Science
Derek Stanley's Commonwealth Financial Network Experience May 2015 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network May 2015 - Present
Investmark May 2013 - March 2015
Marcum LLP January 2012 - May 2012
WTNH-TV August 2011 - December 2011
Quinnipiac University May 2009 - May 2010
Skills
Market Research
Education
Quinnipiac University - School of Business 2011 — 2012
Masters Degree, Business Administration
Quinnipiac University 2007 — 2011
Bachelor of Arts, Political Science
Commonwealth Financial Network May 2015 - Present
Investmark May 2013 - March 2015
Marcum LLP January 2012 - May 2012
WTNH-TV August 2011 - December 2011
Quinnipiac University May 2009 - May 2010
Skills
Market Research
Education
Quinnipiac University - School of Business 2011 — 2012
Masters Degree, Business Administration
Quinnipiac University 2007 — 2011
Bachelor of Arts, Political Science
Rick Slingluff Rick Slingluff's Commonwealth Financial Network Experience November 2008 - Present
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2008 - Present
Provident Bank March 2008 - September 2008
AXA Advisors June 2007 - February 2008
Skills
Series 7, Series 66, Series 24, Series 53, CRPS, Alternative Investments, Variable Annuities, Mutual Funds, Investments
Education
St. Lawrence University 2003 — 2007
B.S., Math and Psychology
Commonwealth Financial Network November 2008 - Present
Provident Bank March 2008 - September 2008
AXA Advisors June 2007 - February 2008
Skills
Series 7, Series 66, Series 24, Series 53, CRPS, Alternative Investments, Variable Annuities, Mutual Funds, Investments
Education
St. Lawrence University 2003 — 2007
B.S., Math and Psychology
Jethro Jean-Baptiste Jethro Jean-Baptiste's Commonwealth Financial Network Experience August 2011 - Present
Job CRM Support Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2011 - Present
ARG Interactive May 2010 - June 2011
ARG Interactive May 2010 - August 2010
Hollister June 2006 - June 2010
Hollister June 2006 - May 2010
2010 SNHU Learning CenterSNHU September 2008 - January 2010
2010SNHU Learning CenterSNHU September 2008 - December 2009
Skills
HTML, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Social Media, Teamwork, Java, Software Documentation, Management, Customer Service, Access, Unix, Outlook, Microsoft Word, Visual Basic
Education
Southern New Hampshire University 2006 — 2010
BS, Information Technology
Information TechnologySouthern New Hampshire University
Bachelor of Science
Information TechnologySouthern New Hampshire University
Bachelor of Science
Commonwealth Financial Network August 2011 - Present
ARG Interactive May 2010 - June 2011
ARG Interactive May 2010 - August 2010
Hollister June 2006 - June 2010
Hollister June 2006 - May 2010
2010 SNHU Learning CenterSNHU September 2008 - January 2010
2010SNHU Learning CenterSNHU September 2008 - December 2009
Skills
HTML, Microsoft Excel, Windows, PowerPoint, Microsoft Office, Social Media, Teamwork, Java, Software Documentation, Management, Customer Service, Access, Unix, Outlook, Microsoft Word, Visual Basic
Education
Southern New Hampshire University 2006 — 2010
BS, Information Technology
Information TechnologySouthern New Hampshire University
Bachelor of Science
Information TechnologySouthern New Hampshire University
Bachelor of Science
Stephen Gingerella Stephen Gingerella's Commonwealth Financial Network Experience March 2014 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2014 - Present
Centerplate February 2012 - October 2013
Subway April 2010 - December 2011
Loon Mountain October 2008 - July 2010
Commonwealth Financial Network 2007 - 2007
Skills
Management, Accounting, Finance, Managerial Finance, Accounts Payable, Accounts Receivable, Cash Management, Time Management, Risk Management, Invoicing, Customer Satisfaction
Education
Plymouth State University
Degree: Bachelor of Science, Finance / Management
Wheeler High School
Commonwealth Financial Network March 2014 - Present
Centerplate February 2012 - October 2013
Subway April 2010 - December 2011
Loon Mountain October 2008 - July 2010
Commonwealth Financial Network 2007 - 2007
Skills
Management, Accounting, Finance, Managerial Finance, Accounts Payable, Accounts Receivable, Cash Management, Time Management, Risk Management, Invoicing, Customer Satisfaction
Education
Plymouth State University
Degree: Bachelor of Science, Finance / Management
Wheeler High School
Philip Oasis Philip Oasis's Commonwealth Financial Network Experience June 2010 - August 2010
Job Equity Derivatives Trading Analyst at Citi
Industry Financial Services
Experience
Citi August 2014 - Present
Citi June 2013 - August 2014
Citi June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Commonwealth Financial Network June 2010 - August 2010
Skills
Financial Modeling, Derivatives, Unix, Python, R, Java, C, C#, .NET
Education
Princeton University 2009 — 2013
Bachelors of Science and Engineering, Operations Research and Financial Engineering
Phillips Academy Andover 2005 — 2009
Citi August 2014 - Present
Citi June 2013 - August 2014
Citi June 2012 - August 2012
Fidelity Investments June 2011 - August 2011
Commonwealth Financial Network June 2010 - August 2010
Skills
Financial Modeling, Derivatives, Unix, Python, R, Java, C, C#, .NET
Education
Princeton University 2009 — 2013
Bachelors of Science and Engineering, Operations Research and Financial Engineering
Phillips Academy Andover 2005 — 2009
Mark Younes Mark Younes's Commonwealth Financial Network Experience April 2014 - September 2014
Job Financial services
Industry Financial Services
Experience
Bank of America January 2015 - Present
Commonwealth Financial Network April 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Accounting, Teamwork, Access, Financial Analysis, Data Analysis, Time Management, Research, Analysis, Insurance, Portfolio Management, Risk Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America January 2015 - Present
Commonwealth Financial Network April 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Accounting, Teamwork, Access, Financial Analysis, Data Analysis, Time Management, Research, Analysis, Insurance, Portfolio Management, Risk Management
Education
Quinnipiac University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Becca Hajjar Becca Hajjar's Commonwealth Financial Network Experience May 2013 - Present
Job
Industry Financial Services
Experience
Commonwealth Financial Network May 2013 - Present
Skills
FINRA, Series 7, Series 66, Mutual Funds, Financial Advisory, Securities, Investments, Series 63, Recruiting, Series 24, Retirement Planning, Financial Services, Asset Management, Portfolio Management, Retirement, Wealth Management, 401k, Series 65, Equities, Asset Allocation, Investment Advisory, Fixed Income, Series 6
Education
Saint Michael's College 1989 — 1993
BS, Business Administration
Miss Hall's School 1986 — 1989
Commonwealth Financial Network May 2013 - Present
Skills
FINRA, Series 7, Series 66, Mutual Funds, Financial Advisory, Securities, Investments, Series 63, Recruiting, Series 24, Retirement Planning, Financial Services, Asset Management, Portfolio Management, Retirement, Wealth Management, 401k, Series 65, Equities, Asset Allocation, Investment Advisory, Fixed Income, Series 6
Education
Saint Michael's College 1989 — 1993
BS, Business Administration
Miss Hall's School 1986 — 1989
Brendan Norton's Commonwealth Financial Network Experience June 2012 - August 2012
Job Deputy Program Manager at United States Department of Defense
Industry Information Technology and Services
Experience
United States Department of Defense August 2014 - Present
Commonwealth of Massachusetts Executive Office for Administration and Finance January 2014 - August 2014
Malden YMCA April 2006 - April 2014
Commonwealth of Massachusetts Executive Office of Administration and Finance June 2013 - December 2013
Massachusetts Department of Conservation and Recreation June 2009 - September 2012
Commonwealth Financial Network June 2012 - August 2012
Skills
Microsoft Office, Python, Microsoft Access, HTML, Microsoft Visio, Microsoft Project, MySQL, Punk Rock
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
United States Department of Defense August 2014 - Present
Commonwealth of Massachusetts Executive Office for Administration and Finance January 2014 - August 2014
Malden YMCA April 2006 - April 2014
Commonwealth of Massachusetts Executive Office of Administration and Finance June 2013 - December 2013
Massachusetts Department of Conservation and Recreation June 2009 - September 2012
Commonwealth Financial Network June 2012 - August 2012
Skills
Microsoft Office, Python, Microsoft Access, HTML, Microsoft Visio, Microsoft Project, MySQL, Punk Rock
Education
Suffolk University - Sawyer School of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Ryan Morse Ryan Morse's Commonwealth Financial Network Experience November 2011 - January 2012
Job Client Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2006 - November 2011
A.G. EDWARDS & SONS September 2004 - January 2006
Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services
Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2006 - November 2011
A.G. EDWARDS & SONS September 2004 - January 2006
Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services
Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration
Eric Tolmie Eric Tolmie's Commonwealth Financial Network Experience January 2001 - Present
Job Financial Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
American Legion of the US, J. Zaloga Post # 1520 Albany NY 2012 - Present
Commonwealth Financial Network January 2001 - Present
MVP Health Care 2013 - 2014
MVP Health Care 2013 - 2014
American Legion of the United States of America 2012 - 2014
CDPHP 2006 - 2014
CDPHP 2006 - 2014
Key Investment Services January 1989 - January 2001
US Navy December 1980 - December 1984
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Insurance, Health Insurance, Financial Advisory, Management, Financial Services, Strategic Planning, Finance
Education
The College of Saint Rose 1992 — 1994
MBA, Finance
State University of New York at Albany 1985 — 1988
Bachelor of Arts, Political Sciece and History
Catskill High School 1976 — 1980
General Education Degree (GED), General Education
American Legion of the US, J. Zaloga Post # 1520 Albany NY 2012 - Present
Commonwealth Financial Network January 2001 - Present
MVP Health Care 2013 - 2014
MVP Health Care 2013 - 2014
American Legion of the United States of America 2012 - 2014
CDPHP 2006 - 2014
CDPHP 2006 - 2014
Key Investment Services January 1989 - January 2001
US Navy December 1980 - December 1984
Skills
Series 7, Retirement Planning, Mutual Funds, Retirement, Series 63, Wealth Management, Strategic Financial..., Investments, Investment Advisory, Securities, Fixed Annuities, Asset Allocation, Estate Planning, 401k, Portfolio Management, Life Insurance, Insurance, Health Insurance, Financial Advisory, Management, Financial Services, Strategic Planning, Finance
Education
The College of Saint Rose 1992 — 1994
MBA, Finance
State University of New York at Albany 1985 — 1988
Bachelor of Arts, Political Sciece and History
Catskill High School 1976 — 1980
General Education Degree (GED), General Education
Barry Callaghan Barry Callaghan's Commonwealth Financial Network Experience 2003 - 2006
Job Investment Research Professional
Industry Investment Management
Experience
Federal Reserve - Boston August 2011 - Present
Independant Industry Consulting Firm 2007 - August 2011
Commonwealth Financial Network 2003 - 2006
LPL Financial Services 1995 - 2003
Education
Suffolk University - Sawyer Business School
MBA, Finance and Economics
Federal Reserve - Boston August 2011 - Present
Independant Industry Consulting Firm 2007 - August 2011
Commonwealth Financial Network 2003 - 2006
LPL Financial Services 1995 - 2003
Education
Suffolk University - Sawyer Business School
MBA, Finance and Economics
Curtis S. Francisco, CFP®, AIF®'s Commonwealth Financial Network Experience January 1992 - Present
Job Financial Advisor, Certified Financial Planner, President at Asset Advisory Services Inc.
Industry Financial Services
Experience
Asset Advisory Services, Inc. January 1985 - Present
Commonwealth Financial Network January 1992 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Strategies, Asset Management
Education
The University of Connecticut 1975 — 1975
Advanced Designation
SUNY Oswego 1972 — 1974
Bachelor of Arts (BA)
Asset Advisory Services, Inc. January 1985 - Present
Commonwealth Financial Network January 1992 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investment Strategies, Asset Management
Education
The University of Connecticut 1975 — 1975
Advanced Designation
SUNY Oswego 1972 — 1974
Bachelor of Arts (BA)
Diana Avanesova's Commonwealth Financial Network Experience September 2011 - December 2011
Job Financial Associate at Suburban Home Care, Inc.
Industry Hospital & Health Care
Experience
Suburban Home Care, Inc. April 2012 - Present
Commonwealth Financial Network September 2011 - December 2011
Skills
Accounting, Finance, Financial Analysis, Financial Services, Investments, Financial Planning
Education
Suffolk University 2007 — 2011
Bachelor's degree, Finance, General
Suburban Home Care, Inc. April 2012 - Present
Commonwealth Financial Network September 2011 - December 2011
Skills
Accounting, Finance, Financial Analysis, Financial Services, Investments, Financial Planning
Education
Suffolk University 2007 — 2011
Bachelor's degree, Finance, General
Kathleen Glowacki Kathleen Glowacki's Commonwealth Financial Network Experience May 2015 - August 2015
Job Retirement Consulting Intern at Commonwealth Financial Network
Industry Capital Markets
Experience
Commonwealth Financial Network May 2015 - August 2015
Private Investment Firm June 2014 - August 2014
Law Offices of Attorney Alan Rosenfield August 2010 - August 2013
Life-Tech Ventures July 2010 - August 2012
Skills
Microsoft Word, Microsoft Excel, Stata, Economic Research, Economic Modeling, Economic Policy, Regression Testing, Regression Analysis, Data Analysis, Descriptive Analysis, Statistics, Teamwork, PowerPoint, Editing, Social Media, Public Speaking, Legal Writing, Microsoft Office
Education
The College of Wooster 2012 — 2016
Economics
Nipmuc Regional High School 2008 — 2012
Commonwealth Financial Network May 2015 - August 2015
Private Investment Firm June 2014 - August 2014
Law Offices of Attorney Alan Rosenfield August 2010 - August 2013
Life-Tech Ventures July 2010 - August 2012
Skills
Microsoft Word, Microsoft Excel, Stata, Economic Research, Economic Modeling, Economic Policy, Regression Testing, Regression Analysis, Data Analysis, Descriptive Analysis, Statistics, Teamwork, PowerPoint, Editing, Social Media, Public Speaking, Legal Writing, Microsoft Office
Education
The College of Wooster 2012 — 2016
Economics
Nipmuc Regional High School 2008 — 2012
Michael J Ryan, AIF® Michael J Ryan, AIF®'s Commonwealth Financial Network Experience July 2006 - June 2010
Job Partner, Wealth Advisor at RYAN & HOPPE INVESTMENT MANAGEMENT LLC
Industry Investment Management
Experience
Ryan & Hoppe Investment Management LLC June 2010 - Present
Commonwealth Financial Network July 2006 - June 2010
New England Financial May 2004 - June 2006
Education
Saint John's University 2000 — 2004
B.A., Management
Park Rapids High School 1996 — 2000
Ryan & Hoppe Investment Management LLC June 2010 - Present
Commonwealth Financial Network July 2006 - June 2010
New England Financial May 2004 - June 2006
Education
Saint John's University 2000 — 2004
B.A., Management
Park Rapids High School 1996 — 2000
Christine Galvin's Commonwealth Financial Network Experience November 2011 - August 2012
Job Owner, Personal Trainer, Nutrition Counselor, Wellness Coach at Strong Life Fitness
Industry Health, Wellness and Fitness
Experience
Strong Life Fitness January 2013 - Present
Commonwealth Financial Network November 2011 - August 2012
Randstad onsite at Millennium Pharmaceuticals November 2010 - November 2011
Randstad onsite at Bose Corporation October 2010 - November 2010
Devonshire Recruiting & Consulting Partners April 2010 - October 2010
Hudson February 2008 - November 2009
Veritude / Fidelity Investments April 2007 - January 2008
MindCircuit September 2006 - March 2007
Mindcircuit May 2006 - September 2006
Boston University May 2005 - April 2006
Skills
Personal Training, NASM Tutoring, Corrective Stretching, Nutritional Counseling, Corrective Exercise, Strength Training, Weight Loss Coaching, Wellness Coaching, Resume Writing, Technical Recruiting, Account Management, Interview Preparation, Project Planning, Technical Communication, Market Research, Data Analysis, Timeline Management, Cover Letters
Education
National Personal Training Institute, Waltham MA 2012 — 2013
Diploma: Personal training
Suffolk University
BS
Strong Life Fitness January 2013 - Present
Commonwealth Financial Network November 2011 - August 2012
Randstad onsite at Millennium Pharmaceuticals November 2010 - November 2011
Randstad onsite at Bose Corporation October 2010 - November 2010
Devonshire Recruiting & Consulting Partners April 2010 - October 2010
Hudson February 2008 - November 2009
Veritude / Fidelity Investments April 2007 - January 2008
MindCircuit September 2006 - March 2007
Mindcircuit May 2006 - September 2006
Boston University May 2005 - April 2006
Skills
Personal Training, NASM Tutoring, Corrective Stretching, Nutritional Counseling, Corrective Exercise, Strength Training, Weight Loss Coaching, Wellness Coaching, Resume Writing, Technical Recruiting, Account Management, Interview Preparation, Project Planning, Technical Communication, Market Research, Data Analysis, Timeline Management, Cover Letters
Education
National Personal Training Institute, Waltham MA 2012 — 2013
Diploma: Personal training
Suffolk University
BS
Brian Douglas, AIF®, APA, PPC Brian Douglas, AIF®, APA, PPC's Commonwealth Financial Network Experience February 2011 - December 2013
Job External Wholesaler at BPAS
Industry Financial Services
Experience
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
BPAS December 2013 - Present
Commonwealth Financial Network February 2011 - December 2013
Retirement Alliance, Inc. September 2001 - February 2011
Putnam Investments June 1996 - April 2001
Skills
Retirement Plan..., Qualified Retirement..., Mutual Funds, 401k, Retirement, Series 7, Series 65, Benchmarking, Fiduciary Services, ERISA, Superior Client Service, Cash Balance, Investments, Social Networking, Salesforce.com, Financial Advisory, AIF, Simple IRA, SEP IRA, Financial Services, Client Services
Education
Plymouth State University 1992 — 1996
Bachelors, Marketing, minor in Economics
Christine Heuston Christine Heuston's Commonwealth Financial Network Experience April 2014 - Present
Job Practice Management Associate Consultant
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
MFS Investment Management March 2010 - 2014
Eaton Vance March 2008 - March 2010
Skills
Asset Allocation, Series 63, Series 6, Mutual Funds, Separately Managed..., Alternative Investments, 401k, Securities, FINRA, Uniform Combined State..., Retirement Planning, Series 65, Retirement, ETFs, Investment Strategies, Wealth Management, Investments, Investment Advisory, Fixed Income, Equities
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Commonwealth Financial Network April 2014 - Present
MFS Investment Management March 2010 - 2014
Eaton Vance March 2008 - March 2010
Skills
Asset Allocation, Series 63, Series 6, Mutual Funds, Separately Managed..., Alternative Investments, 401k, Securities, FINRA, Uniform Combined State..., Retirement Planning, Series 65, Retirement, ETFs, Investment Strategies, Wealth Management, Investments, Investment Advisory, Fixed Income, Equities
Education
Roger Williams University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Glenn Pollack Glenn Pollack's Commonwealth Financial Network Experience January 1996 - December 2007
Job Regional OSJ & Prime Relationship Manager at Girard Securities
Industry Financial Services
Experience
Girard Securities May 2013 - Present
LPL Financial 2007 - 2012
Del Mar Carmel Valley Sharks Soccer January 2001 - December 2011
Commonwealth Financial Network January 1996 - December 2007
TD Ameritrade June 1995 - June 2005
Direct Broking Limited September 1998 - April 1999
Skills
Management, Operations Management, Series..., Mergers, Recruiting, Employee Engagement, Finance, Mutual Funds, Customer Service, Alternative Investments, Risk Management, AML, Banking, Business Analysis, Vendor Management, Financial Analysis, Process Improvement, Program Management, Insurance, Team Management, Analysis, Project Management, Outsourcing, Mergers & Acquisitions, Anti Money Laundering, Financial Services, Investments
Education
Rutgers University 1992 — 1994
Bachelor's degree, Finance, General
Girard Securities May 2013 - Present
LPL Financial 2007 - 2012
Del Mar Carmel Valley Sharks Soccer January 2001 - December 2011
Commonwealth Financial Network January 1996 - December 2007
TD Ameritrade June 1995 - June 2005
Direct Broking Limited September 1998 - April 1999
Skills
Management, Operations Management, Series..., Mergers, Recruiting, Employee Engagement, Finance, Mutual Funds, Customer Service, Alternative Investments, Risk Management, AML, Banking, Business Analysis, Vendor Management, Financial Analysis, Process Improvement, Program Management, Insurance, Team Management, Analysis, Project Management, Outsourcing, Mergers & Acquisitions, Anti Money Laundering, Financial Services, Investments
Education
Rutgers University 1992 — 1994
Bachelor's degree, Finance, General
Yannick Miquel Yannick Miquel's Commonwealth Financial Network Experience October 1995 - August 2000
Job Trade Supervisor at NFP Advisor Services Group
Industry Financial Services
Experience
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
National Financial Partners April 2011 - Present
Northwestern Mutual Financial October 2007 - April 2010
Investors Capital Corporation October 2005 - October 2007
Omni Home Financing June 2003 - January 2005
Washington Mutual Bank August 2002 - July 2003
Commonwealth Financial Network October 1995 - August 2000
Pioneer Investments October 1993 - October 1995
Skills
Mutual Funds, Fixed Annuities, Due Diligence, Series 7, Series 9, Series 10, Series 24, Series 53, Series 31, Series 63, Series 65, Securities, Investment Advisory, Investments, Insurance, Wealth Management, FINRA, Risk Management, Equities, Retirement
Education
Suffolk University - Sawyer Business School 2000 — 2001
MBA, MBA
Plymouth State University 1987 — 1991
BS, Education
Ronald F. Smith, CLU®, ChFC® Ronald F. Smith, CLU®, ChFC®'s Commonwealth Financial Network Experience February 2005 - Present
Job Chartered Life Underwriter, Chartered Financial Consultant at Honeycutt, Smith and Associates in San Diego and Las Vegas
Industry Financial Services
Experience
Honeycutt, Smith & Associates February 2005 - Present
Commonwealth Financial Network February 2005 - Present
Lincoln Financial / CIGNA Financial Advisors August 1989 - February 2005
Mutual Benefit Group September 1985 - August 1989
Mutual Benefit Group January 1980 - September 1985
Mutual Benefit Group September 1975 - January 1980
John Hancock Life Insurance Company (U.S.A.) January 1972 - September 1975
Skills
Estate Planning, Investment Planning, Retirement Planning, Education Funding, Charitable Giving Plan..., Exit Planning, Financial Services
Education
Penn State University 1952 — 1954
General Arts & Sciences
The American College
Honeycutt, Smith & Associates February 2005 - Present
Commonwealth Financial Network February 2005 - Present
Lincoln Financial / CIGNA Financial Advisors August 1989 - February 2005
Mutual Benefit Group September 1985 - August 1989
Mutual Benefit Group January 1980 - September 1985
Mutual Benefit Group September 1975 - January 1980
John Hancock Life Insurance Company (U.S.A.) January 1972 - September 1975
Skills
Estate Planning, Investment Planning, Retirement Planning, Education Funding, Charitable Giving Plan..., Exit Planning, Financial Services
Education
Penn State University 1952 — 1954
General Arts & Sciences
The American College
Jessie Guest's Commonwealth Financial Network Experience June 2011 - June 2013
Job Account Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines June 2013 - Present
Commonwealth Financial Network June 2011 - June 2013
Commonwealth Financial Network June 2011 - July 2012
Invest in Girls September 2012 - 2012
Fidelity Investments July 2010 - June 2011
Simmons College Technology Helpdesk January 2009 - June 2010
Morgan Stanley Wealth Management January 2010 - May 2010
Lantern Financial LLC May 2009 - August 2009
Maine State Government May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance
Education
Simmons College 2006 — 2010
B.A, Economics
Financial Engines June 2013 - Present
Commonwealth Financial Network June 2011 - June 2013
Commonwealth Financial Network June 2011 - July 2012
Invest in Girls September 2012 - 2012
Fidelity Investments July 2010 - June 2011
Simmons College Technology Helpdesk January 2009 - June 2010
Morgan Stanley Wealth Management January 2010 - May 2010
Lantern Financial LLC May 2009 - August 2009
Maine State Government May 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Outlook, Customer Service, Social Networking, Investments, Series 7, Finance
Education
Simmons College 2006 — 2010
B.A, Economics
Benjamin Whitaker Benjamin Whitaker's Commonwealth Financial Network Experience August 2011 - March 2014
Job Collateral Management Associate
Industry Financial Services
Experience
The Citco Group of Companies June 2015 - Present
The Citco Group of Companies November 2014 - June 2015
Commonwealth Financial Network August 2011 - March 2014
Commonwealth Financial Network January 2010 - August 2011
Skills
Bloomberg, SQL, Advent, Morningstar, Streetscape, Data Integrity, Data Analysis, Securities, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, AutoCAD, Databases, Sales, Mutual Funds, Equities, Financial Analysis, Investments, Fixed Income
Education
Roger Williams University 2003 — 2008
Master of Architecture (MArch), Architecture
The Citco Group of Companies June 2015 - Present
The Citco Group of Companies November 2014 - June 2015
Commonwealth Financial Network August 2011 - March 2014
Commonwealth Financial Network January 2010 - August 2011
Skills
Bloomberg, SQL, Advent, Morningstar, Streetscape, Data Integrity, Data Analysis, Securities, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Photoshop, AutoCAD, Databases, Sales, Mutual Funds, Equities, Financial Analysis, Investments, Fixed Income
Education
Roger Williams University 2003 — 2008
Master of Architecture (MArch), Architecture
Domenic Qualtieri Domenic Qualtieri's Commonwealth Financial Network Experience March 2015 - Present
Job Retirement Operations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2015 - Present
Merrill Lynch June 2014 - October 2014
Conquest Capital Partners February 2014 - March 2014
John P. Kolentsas Financial Services January 2014 - March 2014
Black Rock Country Club May 2006 - March 2014
Thrifty Car & Van Rental June 2011 - August 2011
Boston Golf Club May 2008 - December 2010
Skills
Series 7, Public Speaking
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Finance, General, 3.1
Commonwealth Financial Network March 2015 - Present
Merrill Lynch June 2014 - October 2014
Conquest Capital Partners February 2014 - March 2014
John P. Kolentsas Financial Services January 2014 - March 2014
Black Rock Country Club May 2006 - March 2014
Thrifty Car & Van Rental June 2011 - August 2011
Boston Golf Club May 2008 - December 2010
Skills
Series 7, Public Speaking
Education
Stonehill College 2010 — 2014
Bachelor's Degree, Finance, General, 3.1
Julianne F. Andrews, MBA, CFP®, AIF® Julianne F. Andrews, MBA, CFP®, AIF®'s Commonwealth Financial Network Experience 2009 - Present
Job Financial Advisor to high net worth individuals including physicians and those at or nearing retirement.
Industry Financial Services
Experience
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation 1992 - 2009
Glass Financial Group 1988 - 1992
Skills
Wealth Management, Tax Planning, Estate Planning, Physician Advisor, Asset Protection, Investment Strategies, Strategic Financial..., Medical Practice Advisor, Tax Efficient Investing, Financial Planning
Education
University of Virginia 1981 — 1983
M.B.A., Finance
Purdue University 1976 — 1980
B.S., Industrial Engineering
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation 1992 - 2009
Glass Financial Group 1988 - 1992
Skills
Wealth Management, Tax Planning, Estate Planning, Physician Advisor, Asset Protection, Investment Strategies, Strategic Financial..., Medical Practice Advisor, Tax Efficient Investing, Financial Planning
Education
University of Virginia 1981 — 1983
M.B.A., Finance
Purdue University 1976 — 1980
B.S., Industrial Engineering
Carly Calabrese Carly Calabrese's Commonwealth Financial Network Experience June 2005 - August 2005
Job Insurance Sales Associate at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services January 2013 - Present
University of Miami January 2008 - January 2012
Nutrtional Brilliance 2012 - 2012
Mr. Excavator, Inc. May 2008 - August 2008
Commonwealth Financial Network June 2005 - August 2005
Education
University of Miami 2006 — 2010
BA, Marine Science Affairs
The University of Akron 2005 — 2006
Wells Fargo Insurance Services January 2013 - Present
University of Miami January 2008 - January 2012
Nutrtional Brilliance 2012 - 2012
Mr. Excavator, Inc. May 2008 - August 2008
Commonwealth Financial Network June 2005 - August 2005
Education
University of Miami 2006 — 2010
BA, Marine Science Affairs
The University of Akron 2005 — 2006
Greg Monaco Greg Monaco's Commonwealth Financial Network Experience August 2013 - Present
Job Field Development Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Mid Atlantic Capital Group January 2009 - August 2013
First Allied Securities May 2005 - January 2009
Mutual Service Corporation/Pacific Life July 2003 - May 2005
Medline Industries 2002 - 2003
Ivy Funds 1999 - 2002
State Street August 1998 - October 1999
South Seas Resorts March 1997 - June 1998
Marriott Hotels September 1993 - March 1997
Skills
Series 7, Mutual Funds, Investments, Series 63, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Retirement, Asset Allocation, Asset Managment, Financial Advisory, Portfolio Management, Strategic Financial..., Recruiting, Asset Management, Drinking Water, Securities, ETFs, Sales, Strategic Planning, Finance, Financial Services, Series 6
Education
Southern New Hampshire University 1989 — 1993
BS, Hotel and Business Management
Saint Dominic High School
Commonwealth Financial Network August 2013 - Present
Mid Atlantic Capital Group January 2009 - August 2013
First Allied Securities May 2005 - January 2009
Mutual Service Corporation/Pacific Life July 2003 - May 2005
Medline Industries 2002 - 2003
Ivy Funds 1999 - 2002
State Street August 1998 - October 1999
South Seas Resorts March 1997 - June 1998
Marriott Hotels September 1993 - March 1997
Skills
Series 7, Mutual Funds, Investments, Series 63, 401k, Wealth Management, Retirement Planning, Investment Advisory, Alternative Investments, Retirement, Asset Allocation, Asset Managment, Financial Advisory, Portfolio Management, Strategic Financial..., Recruiting, Asset Management, Drinking Water, Securities, ETFs, Sales, Strategic Planning, Finance, Financial Services, Series 6
Education
Southern New Hampshire University 1989 — 1993
BS, Hotel and Business Management
Saint Dominic High School
Jamie R. Doyle Jamie R. Doyle's Commonwealth Financial Network Experience June 2013 - Present
Job Brokerage Cashier at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2013 - Present
Jamie R. Doyle Photography September 2008 - Present
John Hancock Financial Services May 2007 - November 2011
John Hancock Financial Services January 2006 - April 2007
Travelers Insurance - The Premier Insurance of Massachusetts October 2004 - November 2005
Sovereign Bank July 2003 - September 2004
Brooks Eckerd Pharmacy October 1999 - April 2004
Skills
Customer Service, Digital Photography, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales, Social Media, Lightroom, Photoshop, Mac OS, Windows, AWD, Wedding Photography, Photography
Education
Boston University's Center for Digital Imaging Arts 2008 — 2010
Certificate, Professional Digital Photography
University of Massachusetts Boston 2001 — 2003
Undeclared, Liberal Arts and Sciences/Liberal Studies
Roger Williams University 2000 — 2001
Undeclared, Liberal Arts and Sciences/Liberal Studies
Commonwealth Financial Network June 2013 - Present
Jamie R. Doyle Photography September 2008 - Present
John Hancock Financial Services May 2007 - November 2011
John Hancock Financial Services January 2006 - April 2007
Travelers Insurance - The Premier Insurance of Massachusetts October 2004 - November 2005
Sovereign Bank July 2003 - September 2004
Brooks Eckerd Pharmacy October 1999 - April 2004
Skills
Customer Service, Digital Photography, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media Marketing, Sales, Social Media, Lightroom, Photoshop, Mac OS, Windows, AWD, Wedding Photography, Photography
Education
Boston University's Center for Digital Imaging Arts 2008 — 2010
Certificate, Professional Digital Photography
University of Massachusetts Boston 2001 — 2003
Undeclared, Liberal Arts and Sciences/Liberal Studies
Roger Williams University 2000 — 2001
Undeclared, Liberal Arts and Sciences/Liberal Studies
Renee Senes, CDFA's Commonwealth Financial Network Experience January 1998 - December 2006
Job Financial Advisor with a focus on Divorce Planning
Industry Financial Services
Experience
Senes & Chwalek Financial Advisors February 2011 - Present
Special Education Surrogate Parent Program January 2005 - Present
Investors Capital Corporation January 2006 - February 2011
Commonwealth Financial Network January 1998 - December 2006
Harvard Financial Planning March 1994 - January 1998
Skills
Retirement Planning, Asset Management, Tax Management..., Estate Planning, College Planning, Insurance Planning, Social Security..., Divorce Financial..., Investment Allocation
Education
Institute for Divorce Financial Analysts 2009 — 2009
CDFA, Certified Divorce Financial Analyst
Paralegal Institute 1980 — 1980
Paralegal, Estate Planning and Estate Administration
Southern Connecticut State University 1977 — 1979
MS, Learning Disabilities
State University of New York at Stony Brook 1970 — 1974
BA, Political Science
Senes & Chwalek Financial Advisors February 2011 - Present
Special Education Surrogate Parent Program January 2005 - Present
Investors Capital Corporation January 2006 - February 2011
Commonwealth Financial Network January 1998 - December 2006
Harvard Financial Planning March 1994 - January 1998
Skills
Retirement Planning, Asset Management, Tax Management..., Estate Planning, College Planning, Insurance Planning, Social Security..., Divorce Financial..., Investment Allocation
Education
Institute for Divorce Financial Analysts 2009 — 2009
CDFA, Certified Divorce Financial Analyst
Paralegal Institute 1980 — 1980
Paralegal, Estate Planning and Estate Administration
Southern Connecticut State University 1977 — 1979
MS, Learning Disabilities
State University of New York at Stony Brook 1970 — 1974
BA, Political Science
David Bellaire David Bellaire's Commonwealth Financial Network Experience 1993 - 1998
Job David Bellaire is the Executive Vice President & General Counsel at the Financial Services Institute
Industry Financial Services
Experience
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Financial Services Institute October 2012 - Present
Financial Services Institute 2005 - October 2012
Securities Service Network, Inc. 2001 - 2005
Securities Service Network, Inc. 1999 - 2002
InterSecurities, Inc. 1998 - 1999
Commonwealth Financial Network 1993 - 1998
Institute of Certified Financial Planners 1991 - 1992
Skills
Series 7, Compliance, Mutual Funds, Securities, Risk Management, Financial Planning, Licensing, Due Diligence, Contract Negotiation, Public Speaking, Investments, Negotiation, FINRA, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Strategic Financial..., Asset Managment, Securities Regulation, SEC, Investment Advisory, Legal Research, Series 63, Litigation, Corporate Governance, Broker-Dealer, Arbitration, Corporate Law, Insurance, Financial Advisory, Series 24, Finance, Government, AML, Legislation, Policy, Financial Services, Wealth Management, Alternative Investments
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Providence College 1985 — 1989
B.S., Business Administration
St. John's Preparatory School 1981 — 1985
High School Diploma, College Preparatory Course of Study
Clinton Kane Clinton Kane's Commonwealth Financial Network Experience March 2009 - March 2012
Job Retirement Plan Specialist at Strategic Financial Services
Industry Financial Services
Experience
Strategic Financial Services March 2012 - Present
Commonwealth Financial Network March 2009 - March 2012
AXA Advisors April 2005 - March 2009
Skills
Series 7, Series 63, Series 65
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Herkimer County Community College 1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Strategic Financial Services March 2012 - Present
Commonwealth Financial Network March 2009 - March 2012
AXA Advisors April 2005 - March 2009
Skills
Series 7, Series 63, Series 65
Education
State University of New York Institute of Technology at Utica/Rome 2005 — 2007
Bachelor's degree, Business Administration and Management, General
Herkimer County Community College 1998 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Lauren Alvernaz's Commonwealth Financial Network Experience June 2013 - Present
Job Marketing Associate, Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network June 2013 - Present
Suffolk University January 2010 - May 2013
CISCRP March 2012 - December 2012
Intense Marketing Concepts April 2011 - September 2011
Skills
Social Media, Event Planning, Public Relations, PowerPoint, Social Networking, Event Management, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Social Media Marketing, Public Speaking, Blogging
Education
Suffolk University 2009 — 2013
Bachelor of Science (B.S.), Public Relations, Business
American College of Thessaloniki 2011 — 2012
Study Abroad
BHS
BHS
BHS
Commonwealth Financial Network June 2013 - Present
Suffolk University January 2010 - May 2013
CISCRP March 2012 - December 2012
Intense Marketing Concepts April 2011 - September 2011
Skills
Social Media, Event Planning, Public Relations, PowerPoint, Social Networking, Event Management, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Social Media Marketing, Public Speaking, Blogging
Education
Suffolk University 2009 — 2013
Bachelor of Science (B.S.), Public Relations, Business
American College of Thessaloniki 2011 — 2012
Study Abroad
BHS
BHS
BHS
Kolby Voelkel Kolby Voelkel's Commonwealth Financial Network Experience February 2015 - May 2015
Job Business professional with an Accounting focus
Industry Oil & Energy
Experience
Commonwealth Financial Network February 2015 - May 2015
WorleyParsons July 2010 - July 2014
NEWPAGE Corp. March 2009 - July 2010
Dayton AirForce Base October 2008 - February 2009
Ascot International February 2006 - August 2008
Skills
Project Control, Petroleum, Project Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Strategic Planning
Education
Texas State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Commonwealth Financial Network February 2015 - May 2015
WorleyParsons July 2010 - July 2014
NEWPAGE Corp. March 2009 - July 2010
Dayton AirForce Base October 2008 - February 2009
Ascot International February 2006 - August 2008
Skills
Project Control, Petroleum, Project Accounting, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Strategic Planning
Education
Texas State University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Cheikh El Khadim Sylla Cheikh El Khadim Sylla's Commonwealth Financial Network Experience August 2014 - October 2014
Job Junior Accountant at State Street
Industry Financial Services
Experience
Commonwealth Financial Network August 2014 - October 2014
State Street Bank and Trust Company April 2014 - July 2014
Timbuktu Capital Management, LLC June 2013 - July 2013
Protravel Management May 2012 - September 2012
Elton, Oil Company May 2011 - September 2011
Africa Travel Management October 2010 - December 2010
Tigo, Telecommunication Service Inc January 2010 - April 2010
Skills
Microsoft Word, Financial Analysis, Access, Blomberg Terminal, Corporate Finance, Portfolio Management, Return on Investment, Capital Budgeting, Financial Statements, Critical Thinking, Flexibility, Microsoft Excel, QuickBooks, PowerPoint, Finance
Education
Suffolk University 2009 — 2013
BS in Business Administration, Finance
Keller Graduate School of Management of Devry University
Master’s Degree, Accounting and Financial Management CPA emphasis
Commonwealth Financial Network August 2014 - October 2014
State Street Bank and Trust Company April 2014 - July 2014
Timbuktu Capital Management, LLC June 2013 - July 2013
Protravel Management May 2012 - September 2012
Elton, Oil Company May 2011 - September 2011
Africa Travel Management October 2010 - December 2010
Tigo, Telecommunication Service Inc January 2010 - April 2010
Skills
Microsoft Word, Financial Analysis, Access, Blomberg Terminal, Corporate Finance, Portfolio Management, Return on Investment, Capital Budgeting, Financial Statements, Critical Thinking, Flexibility, Microsoft Excel, QuickBooks, PowerPoint, Finance
Education
Suffolk University 2009 — 2013
BS in Business Administration, Finance
Keller Graduate School of Management of Devry University
Master’s Degree, Accounting and Financial Management CPA emphasis
Michael Woo Michael Woo's Commonwealth Financial Network Experience May 2011 - August 2011
Job Software Developer at Course Key
Industry Computer Software
Experience
Course Key May 2014 - Present
220 Marketing October 2014 - May 2015
Commonwealth Financial Network May 2011 - August 2011
Skills
PHP, JavaScript, Node.js, Objective-C, CodeIgniter, jQuery, C++, Java, MySQL, Apache, AJAX, JSON, Microsoft Office
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Computer Science, Major GPA: 3.54
Course Key May 2014 - Present
220 Marketing October 2014 - May 2015
Commonwealth Financial Network May 2011 - August 2011
Skills
PHP, JavaScript, Node.js, Objective-C, CodeIgniter, jQuery, C++, Java, MySQL, Apache, AJAX, JSON, Microsoft Office
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Computer Science, Major GPA: 3.54
Jonathan Jendrzejewski Jonathan Jendrzejewski's Commonwealth Financial Network Experience November 2002 - February 2004
Job Operations Manager at Symetra Financial Corporation
Industry Financial Services
Experience
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
Symetra April 2015 - Present
John Hancock Financial Services October 2012 - May 2014
John Hancock Financial Services January 2009 - October 2012
John Hancock Financial Services March 2004 - December 2008
Commonwealth Financial Network November 2002 - February 2004
MFS Investment Management September 2001 - October 2002
Skills
Process Improvement, Management, Business Planning, Strategy, Program Management, Leadership, Financial Services, Business Analysis, Project Management, Executive Management, Mutual Funds, Insurance, Investments
Education
Suffolk University - Sawyer Business School
Master of Business Administration (MBA), Global Finance and Marketing
University of Massachusetts, Amherst
Bachelor of Science, Natural Resource Management
Sandra Riccio's Commonwealth Financial Network Experience 2003 - Present
Job Retirement Plan Specialist/Benefits Consultant. I work with employers to optimize plan benefits & participant outcomes
Industry Financial Services
Experience
Integrated Financial Strategies 2000 - Present
Integrated Financial Strategies LLC January 2000 - Present
Commonwealth Financial Network 2003 - Present
Financial Resource Group January 1992 - December 2000
Skills
Series 7, Series 63, Series 65, Certified Financial..., Accredited Investment..., Retirement Plan Design..., Retirement Plan..., 401k, Profit Sharing, 403 b, Cash Balance Plans, Defined Benefit, Money Purchase, SEP IRA, Safe Harbor, Simple IRA, Non-Qualified Deferred..., Investment Management, Employee Benefits Design, Healthcare Management, Health Insurance, Long Term Care Insurance, Licensed Life & Health..., Group Life and LTD, RFP Generation, 401k Rollovers
Education
Center For Fiduciary Studies 2006 — 2006
Accredited Investment Fiduciary, Fiduciary investment training
College for Financial Planning
CFP Professional Education Program
State University of New York at Albany
Psychology
SUNY College of Technology at Canton
Business
Integrated Financial Strategies 2000 - Present
Integrated Financial Strategies LLC January 2000 - Present
Commonwealth Financial Network 2003 - Present
Financial Resource Group January 1992 - December 2000
Skills
Series 7, Series 63, Series 65, Certified Financial..., Accredited Investment..., Retirement Plan Design..., Retirement Plan..., 401k, Profit Sharing, 403 b, Cash Balance Plans, Defined Benefit, Money Purchase, SEP IRA, Safe Harbor, Simple IRA, Non-Qualified Deferred..., Investment Management, Employee Benefits Design, Healthcare Management, Health Insurance, Long Term Care Insurance, Licensed Life & Health..., Group Life and LTD, RFP Generation, 401k Rollovers
Education
Center For Fiduciary Studies 2006 — 2006
Accredited Investment Fiduciary, Fiduciary investment training
College for Financial Planning
CFP Professional Education Program
State University of New York at Albany
Psychology
SUNY College of Technology at Canton
Business
Yourry Fleurant's Commonwealth Financial Network Experience August 2013 - October 2013
Job Health Information Exchange Analyst
Industry Information Technology and Services
Experience
New England Quality Care Alliance (NEQCA) October 2015 - Present
New England Quality Care Alliance (NEQCA) October 2014 - October 2015
MFS Investment Management October 2013 - October 2014
Commonwealth Financial Network August 2013 - October 2013
Henley Enterprises March 2013 - August 2013
Rent-A-Center June 2007 - January 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Project Management, Marketing Strategy, Data Entry, Customer Service, Outlook, Mathematics, Data Analysis, Management, Sales, Financial Analysis, Mas 90, Financial Modeling, Finance
Education
Southern New Hampshire University 2014 — 2015
Project Management Graduate Certificate, Project Management
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Information Technology Management
University of Massachusetts Boston
Bachelor of Science (BS) Management, Finance
New England Quality Care Alliance (NEQCA) October 2015 - Present
New England Quality Care Alliance (NEQCA) October 2014 - October 2015
MFS Investment Management October 2013 - October 2014
Commonwealth Financial Network August 2013 - October 2013
Henley Enterprises March 2013 - August 2013
Rent-A-Center June 2007 - January 2010
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Project Management, Marketing Strategy, Data Entry, Customer Service, Outlook, Mathematics, Data Analysis, Management, Sales, Financial Analysis, Mas 90, Financial Modeling, Finance
Education
Southern New Hampshire University 2014 — 2015
Project Management Graduate Certificate, Project Management
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), Information Technology Management
University of Massachusetts Boston
Bachelor of Science (BS) Management, Finance
Verona Joseph Verona Joseph's Commonwealth Financial Network Experience February 2013 - Present
Job Real Estate Agent at Keller Williams
Industry Real Estate
Experience
Keller Williams October 2015 - Present
Commonwealth Financial Network February 2013 - Present
CountonV July 2012 - Present
Allianz Global Investors October 2011 - February 2012
LPL Financial July 2007 - September 2011
AccountNow September 2006 - June 2007
St George Bank January 2005 - July 2006
Strathfield Partners Real Estate January 2004 - January 2005
Harris Tripp First National January 2001 - January 2003
NRMA June 2000 - January 2002
Skills
Management, Finance, Financial Services, Call Centers, Sales, Customer Service, Insurance, Securities, Credit Cards, Risk Management, Data Entry, Administrative..., Real Estate, Mutual Funds, Stocks, Certificates of Deposit, Broker-Dealer, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Concur, Auditing, Life Insurance, Savings Accounts, Banking, Office Administration, Customer Service..., Money Transfers, Phone Etiquette, Email Clients, Problem Solving, Deadline Oriented, Thrive in A Fast-paced..., Organization Skills, Calendar Planning, Loans, ATMs, Medical Terminology, Cross Selling
Education
San Diego City College 2014 — 2018
San Diego City College 2014 — 2016
Associate's Degree, General Studies
Keller Williams October 2015 - Present
Commonwealth Financial Network February 2013 - Present
CountonV July 2012 - Present
Allianz Global Investors October 2011 - February 2012
LPL Financial July 2007 - September 2011
AccountNow September 2006 - June 2007
St George Bank January 2005 - July 2006
Strathfield Partners Real Estate January 2004 - January 2005
Harris Tripp First National January 2001 - January 2003
NRMA June 2000 - January 2002
Skills
Management, Finance, Financial Services, Call Centers, Sales, Customer Service, Insurance, Securities, Credit Cards, Risk Management, Data Entry, Administrative..., Real Estate, Mutual Funds, Stocks, Certificates of Deposit, Broker-Dealer, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Concur, Auditing, Life Insurance, Savings Accounts, Banking, Office Administration, Customer Service..., Money Transfers, Phone Etiquette, Email Clients, Problem Solving, Deadline Oriented, Thrive in A Fast-paced..., Organization Skills, Calendar Planning, Loans, ATMs, Medical Terminology, Cross Selling
Education
San Diego City College 2014 — 2018
San Diego City College 2014 — 2016
Associate's Degree, General Studies
Michael Youngerman Michael Youngerman's Commonwealth Financial Network Experience January 2015 - Present
Job Financial Operations
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Asset Preservation Strategies January 2014 - December 2014
Altegris Investments October 2012 - July 2013
Altegris Investments March 2012 - October 2012
Altegris Investments June 2011 - March 2012
Altegris Investments February 2011 - May 2011
Wilson Esler Moskowitz Edelmen & Dicker June 2009 - September 2010
Dakata Pictures June 2005 - August 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Series 7 License, Microsoft Office..., Spanish speaking, Time Management, Customer Service, Mutual Funds, Data Entry, Fundraising, Access, Risk Management, Outlook, Securities, PowerPoint, Bloomberg, FINRA, Series 66 License
Education
San Diego State University-California State University 2004 — 2009
Bachelor, Sociology, Spanish
Commonwealth Financial Network January 2015 - Present
Asset Preservation Strategies January 2014 - December 2014
Altegris Investments October 2012 - July 2013
Altegris Investments March 2012 - October 2012
Altegris Investments June 2011 - March 2012
Altegris Investments February 2011 - May 2011
Wilson Esler Moskowitz Edelmen & Dicker June 2009 - September 2010
Dakata Pictures June 2005 - August 2008
Skills
Leadership, Financial Analysis, Microsoft Excel, Series 7 License, Microsoft Office..., Spanish speaking, Time Management, Customer Service, Mutual Funds, Data Entry, Fundraising, Access, Risk Management, Outlook, Securities, PowerPoint, Bloomberg, FINRA, Series 66 License
Education
San Diego State University-California State University 2004 — 2009
Bachelor, Sociology, Spanish
Michael Lorusso's Commonwealth Financial Network Experience March 2015 - May 2015
Job Tech Support\Sound Engineer\Hardware and software at Freelance Tech/Audio Visual
Industry Information Technology and Services
Experience
Freelance Tech/Audio Visual May 2015 - Present
Commonwealth Financial Network March 2015 - May 2015
Audio Engineer/Tech Support/Live Sound/Musician(Drummer) December 2014 - March 2015
Bose Corporation July 2014 - December 2014
Market Basket Foods June 2012 - June 2014
Toby Keith Bar May 2013 - December 2013
Skills
Audio Engineering, Live Sound, Studio Recording, Home Theater, Drums, Sales, Up-selling, Troubleshooting
Education
The New England Institute of Art 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Audio Engineering/Hardware Setup/Technology 1 and 2
The New England Institute of Art 2009 — 2012
Associate of Science (A.S.), sound engineer, Audio Production
Freelance Tech/Audio Visual May 2015 - Present
Commonwealth Financial Network March 2015 - May 2015
Audio Engineer/Tech Support/Live Sound/Musician(Drummer) December 2014 - March 2015
Bose Corporation July 2014 - December 2014
Market Basket Foods June 2012 - June 2014
Toby Keith Bar May 2013 - December 2013
Skills
Audio Engineering, Live Sound, Studio Recording, Home Theater, Drums, Sales, Up-selling, Troubleshooting
Education
The New England Institute of Art 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Audio Engineering/Hardware Setup/Technology 1 and 2
The New England Institute of Art 2009 — 2012
Associate of Science (A.S.), sound engineer, Audio Production
James Alvizures James Alvizures's Commonwealth Financial Network Experience 2015 - Present
Job Compliance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 2015 - Present
AIG Direct June 2013 - 2014
Icy Mist LLC September 2012 - October 2012
Icy Mist LLC June 2010 - August 2012
Stonefire Grill, Inc July 2007 - February 2008
Brightstone Estate Properties February 2007 - November 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Social Media, Teamwork, Time Management, Event Planning, Research, Outlook, Social Media Marketing, Event Management, Marketing, Social Networking, Sales, Data Analysis, Public Relations, Data Entry, Facebook
Education
San Diego State University-California State University 2005 — 2012
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Commonwealth Financial Network 2015 - Present
AIG Direct June 2013 - 2014
Icy Mist LLC September 2012 - October 2012
Icy Mist LLC June 2010 - August 2012
Stonefire Grill, Inc July 2007 - February 2008
Brightstone Estate Properties February 2007 - November 2007
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Social Media, Teamwork, Time Management, Event Planning, Research, Outlook, Social Media Marketing, Event Management, Marketing, Social Networking, Sales, Data Analysis, Public Relations, Data Entry, Facebook
Education
San Diego State University-California State University 2005 — 2012
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Matthew Minor Matthew Minor's Commonwealth Financial Network Experience April 2014 - March 2015
Job Senior Sales Coordinator @ John Hancock Financial Services
Industry Insurance
Experience
John Hancock Financial Services March 2015 - Present
Commonwealth Financial Network April 2014 - March 2015
Commonwealth Financial Network March 2014 - April 2014
Crump Life Insurance Services January 2012 - September 2013
IGM International Golf Maintenance May 2007 - September 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Life Insurance, Marketing, Insurance, Facebook, Sales
Education
Quinnipiac University 2007 — 2012
Bachelor's degree, Communication and Media Studies
John Hancock Financial Services March 2015 - Present
Commonwealth Financial Network April 2014 - March 2015
Commonwealth Financial Network March 2014 - April 2014
Crump Life Insurance Services January 2012 - September 2013
IGM International Golf Maintenance May 2007 - September 2011
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Life Insurance, Marketing, Insurance, Facebook, Sales
Education
Quinnipiac University 2007 — 2012
Bachelor's degree, Communication and Media Studies
Doug Geraghty's Commonwealth Financial Network Experience May 2014 - Present
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2014 - Present
Capital One November 2013 - May 2014
Capital One November 2012 - November 2013
AXA Advisors May 2012 - November 2012
Skills
NetX360®, Customer Service, Microsoft Office, FileNet, Terrapin (Pandia), Avaya One-X, Attachmate (Emulator), Symantec Compliance &..., Client360°®, Windows OS, Mac OS, Envestnet, CRM Databases
Education
Saint Lawrence University 2008 — 2012
BS/BA, Mathematics/Economics
Commonwealth Financial Network May 2014 - Present
Capital One November 2013 - May 2014
Capital One November 2012 - November 2013
AXA Advisors May 2012 - November 2012
Skills
NetX360®, Customer Service, Microsoft Office, FileNet, Terrapin (Pandia), Avaya One-X, Attachmate (Emulator), Symantec Compliance &..., Client360°®, Windows OS, Mac OS, Envestnet, CRM Databases
Education
Saint Lawrence University 2008 — 2012
BS/BA, Mathematics/Economics
Carl Holubowich's Commonwealth Financial Network Experience February 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™ at Armstrong, Fleming & Moore Inc.
Industry Financial Services
Experience
Armstrong Fleming and Moore March 2014 - Present
Commonwealth Financial Network February 2014 - Present
Armstrong, Fleming & Moore Inc February 2011 - March 2014
Commonwealth Financial Network July 2009 - January 2014
Armstrong Fleming and Moore January 2005 - February 2011
Armstrong Fleming and Moore May 2003 - January 2005
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Wealth Management, Series 7, Series 63, Mutual Funds, Uniform Combined State..., Estate Planning, Strategic Financial..., Asset Allocation, Morningstar, Investment Advisory, Asset Managment, Qualified Retirement..., Investment Strategies, Personal Financial...
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
James Caldwell High School 1995 — 1999
Armstrong Fleming and Moore March 2014 - Present
Commonwealth Financial Network February 2014 - Present
Armstrong, Fleming & Moore Inc February 2011 - March 2014
Commonwealth Financial Network July 2009 - January 2014
Armstrong Fleming and Moore January 2005 - February 2011
Armstrong Fleming and Moore May 2003 - January 2005
Skills
Portfolio Management, Investments, Securities, Retirement Planning, Wealth Management, Series 7, Series 63, Mutual Funds, Uniform Combined State..., Estate Planning, Strategic Financial..., Asset Allocation, Morningstar, Investment Advisory, Asset Managment, Qualified Retirement..., Investment Strategies, Personal Financial...
Education
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
James Caldwell High School 1995 — 1999
Kate Plowden Kate Plowden's Commonwealth Financial Network Experience July 2011 - Present
Job Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2011 - Present
Commonwealth Financial Network March 2010 - July 2011
Commonwealth Financial Network July 2008 - March 2010
Commonwealth Financial Network September 2006 - July 2008
Commonwealth Financial Network June 2005 - June 2006
Skills
Investments, Mutual Funds, Series 7, Portfolio Management, Equities, Series 24, Asset Management, Financial Services, Investment Advisory, Financial Planning, FINRA
Education
San Diego State University-California State University 2010 — 2012
Master of Business Administration (MBA), International Business
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Commonwealth Financial Network July 2011 - Present
Commonwealth Financial Network March 2010 - July 2011
Commonwealth Financial Network July 2008 - March 2010
Commonwealth Financial Network September 2006 - July 2008
Commonwealth Financial Network June 2005 - June 2006
Skills
Investments, Mutual Funds, Series 7, Portfolio Management, Equities, Series 24, Asset Management, Financial Services, Investment Advisory, Financial Planning, FINRA
Education
San Diego State University-California State University 2010 — 2012
Master of Business Administration (MBA), International Business
University of New Hampshire - Whittemore School of Business and Economics 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Joe Maduri, CFA's Commonwealth Financial Network Experience August 2013 - Present
Job Fixed Income Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Commonwealth Financial Network August 2009 - August 2013
Commonwealth Financial Network June 2009 - August 2009
Skills
Fixed Income Analysis, Bloomberg, Equities, Financial Statement..., Economic Research, Investments, Microsoft Excel, Fixed Income Research, Financial Modeling, Fundamental Analysis, Relative Value Analysis, Credit Analysis
Education
Westfield State College 2006 — 2009
Business Management, Finance
Southern New Hampshire University 2005 — 2006
Westford Academy 2001 — 2005
Commonwealth Financial Network August 2013 - Present
Commonwealth Financial Network August 2009 - August 2013
Commonwealth Financial Network June 2009 - August 2009
Skills
Fixed Income Analysis, Bloomberg, Equities, Financial Statement..., Economic Research, Investments, Microsoft Excel, Fixed Income Research, Financial Modeling, Fundamental Analysis, Relative Value Analysis, Credit Analysis
Education
Westfield State College 2006 — 2009
Business Management, Finance
Southern New Hampshire University 2005 — 2006
Westford Academy 2001 — 2005
Carlo Rufo Carlo Rufo's Commonwealth Financial Network Experience July 2013 - Present
Job Reconciliation Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2013 - Present
State Street Bank August 2011 - July 2013
William Gallagher Associates February 2010 - June 2011
JP Morgan Worldwide Securities Services September 2008 - July 2009
Smith Barney January 2008 - April 2008
Education
Salve Regina University 2004 — 2008
Bachelor of Science, Financial Management
Archbishop Williams High School 2000 — 2004
Commonwealth Financial Network July 2013 - Present
State Street Bank August 2011 - July 2013
William Gallagher Associates February 2010 - June 2011
JP Morgan Worldwide Securities Services September 2008 - July 2009
Smith Barney January 2008 - April 2008
Education
Salve Regina University 2004 — 2008
Bachelor of Science, Financial Management
Archbishop Williams High School 2000 — 2004
Fred DeBaets Fred DeBaets's Commonwealth Financial Network Experience May 2009 - October 2013
Job Portfolio Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
David Plante MSF's Commonwealth Financial Network Experience October 2011 - Present
Job Director of Performance Reporting & Data Reconciliation at Commonwealth
Industry Financial Services
Experience
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Commonwealth Financial Network October 2011 - Present
Citisoft May 2011 - September 2011
Thomson Reuters September 2008 - May 2011
Orbis Solutions November 2007 - September 2008
iX Partners February 2006 - November 2007
Grantham, Mayo, Van Otterloo & Co LLC 2005 - 2006
Eagle Investment Systems 2003 - 2005
Venture Financial Services Group 2001 - 2003
CitiStreet 2000 - 2001
Liberty Funds Group 2000 - 2000
Skills
Operations Management, Back Office, Performance Analysis, Performance Measurement, Performance Attribution, Risk Analysis, Operational Risk..., Software Project..., Project Implementation, Program Management, Outsourcing, IT Outsourcing, Outsourcing Management, Data Warehousing, Relational Databases, SQL Server, Oracle SQL, SQL, Business Analysis, Business Strategy, Business Requirements, Marketing Strategy, Strategic Planning, Budget Management, Budgeting, RFP preparation, RFP, Contract Negotiation, SLA, Vendor Management, Third Parties, Offshore Resource..., Quality Assurance, Test Planning, Sales Support, SAS70, SaaS, Client Service, Client Relationship..., Project Finance, Professional Services, Management Consulting, Talent Management, Career Development, Procedure Development, Procedure Analysis, Functional..., Asset Managment, Equities, SSAE16
Education
Suffolk University - Sawyer School of Management 1998 — 2000
Master of Science in Finance, MSF
University of Massachusetts Lowell 1982 — 1990
BSBA, Finance and Marketing
Bishop Guertin HS 1978 — 1982
Steven Mollo's Commonwealth Financial Network Experience June 2014 - Present
Job Technology Administration
Industry Financial Services
Experience
Commonwealth Financial Network June 2014 - Present
Sports Authority April 2014 - October 2014
Bastian-Inverun May 2012 - January 2014
Pro Ambitions Hockey May 2012 - August 2012
Skills
Social Media, Microsoft Word, Microsoft Excel
Education
University of Rhode Island 2013 — 2015
Saint Anselm College 2010 — 2012
Commonwealth Financial Network June 2014 - Present
Sports Authority April 2014 - October 2014
Bastian-Inverun May 2012 - January 2014
Pro Ambitions Hockey May 2012 - August 2012
Skills
Social Media, Microsoft Word, Microsoft Excel
Education
University of Rhode Island 2013 — 2015
Saint Anselm College 2010 — 2012
David Prendergast's Commonwealth Financial Network Experience June 2014 - Present
Job Investment Platform Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
Commonwealth Financial Network June 2014 - Present
MassMutual Financial Group September 2013 - May 2014
Boston Partners Financial Group, LLC June 2013 - August 2013
JTD Financial Services August 2012 - December 2012
Education
Saint Anselm College 2010 — 2014
Bachelor of Arts (B.A.), Financial Economics
Xaverian Brothers High School 2006 — 2010
John Jay Hurford, Jr. CFP®'s Commonwealth Financial Network Experience September 1999 - May 2002
Job Financial Planner and Investment Consultant helping individuals and families find financial peace of mind
Industry Financial Services
Experience
The Advisory Group of San Francisco, LLC August 2003 - Present
Hurford Financial Planning, Inc May 2002 - August 2003
Commonwealth Financial Network September 1999 - May 2002
Skills
Wealth Management, Personal Financial..., Planning for Financial..., Retirement Planning, Retirement Income..., Investment Management..., Investments
Education
Sonoma State University
BA, Sociology
University of California, Los Angeles
PFP - Certificate, Personal Financial Planning
The Advisory Group of San Francisco, LLC August 2003 - Present
Hurford Financial Planning, Inc May 2002 - August 2003
Commonwealth Financial Network September 1999 - May 2002
Skills
Wealth Management, Personal Financial..., Planning for Financial..., Retirement Planning, Retirement Income..., Investment Management..., Investments
Education
Sonoma State University
BA, Sociology
University of California, Los Angeles
PFP - Certificate, Personal Financial Planning
Sheila Hancock Sheila Hancock's Commonwealth Financial Network Experience May 1991 - Present
Job Senior Compliance Advisor Advertising at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 1991 - Present
Skills
Series 24, FINRA
Education
Salem State University
Commonwealth Financial Network May 1991 - Present
Skills
Series 24, FINRA
Education
Salem State University
Kim Weiler's Commonwealth Financial Network Experience January 2007 - July 2007
Job Experienced Professional, Seeking Employment
Industry Financial Services
Experience
First Allied Securities, Inc. December 2007 - June 2010
Commonwealth Financial Network January 2007 - July 2007
LPL Financial Services 2004 - 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Communications
First Allied Securities, Inc. December 2007 - June 2010
Commonwealth Financial Network January 2007 - July 2007
LPL Financial Services 2004 - 2007
Education
San Diego State University-California State University 1998 — 2003
BA, Communications
Louis Glantz Louis Glantz's Commonwealth Financial Network Experience April 2010 - Present
Job Team Lead at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 2010 - Present
Sherwin Williams June 2009 - April 2010
Sherwin Williams May 2008 - August 2008
Skills
Leadership, Microsoft Office, Organization, Management, Customer Service, Inventory Management, Financial Services, Process Improvement, Team Leadership
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Commonwealth Financial Network April 2010 - Present
Sherwin Williams June 2009 - April 2010
Sherwin Williams May 2008 - August 2008
Skills
Leadership, Microsoft Office, Organization, Management, Customer Service, Inventory Management, Financial Services, Process Improvement, Team Leadership
Education
The University of Connecticut School of Business 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Kenneth Galan Kenneth Galan's Commonwealth Financial Network Experience December 2012 - Present
Job Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2012 - Present
Transamerica August 2008 - January 2013
Enterprise Rent-A-Car June 2003 - August 2008
Skills
Series 6, Retirement Planning, Retirement, Insurance, Life Insurance, Investments, IRAs, Series 7, series 66, Securities, Series 24, Financial Advisory, Variable Annuities, Financial Services
Education
St. Cloud State University 2000 — 2003
Commonwealth Financial Network December 2012 - Present
Transamerica August 2008 - January 2013
Enterprise Rent-A-Car June 2003 - August 2008
Skills
Series 6, Retirement Planning, Retirement, Insurance, Life Insurance, Investments, IRAs, Series 7, series 66, Securities, Series 24, Financial Advisory, Variable Annuities, Financial Services
Education
St. Cloud State University 2000 — 2003
David Juliano David Juliano's Commonwealth Financial Network Experience January 2013 - Present
Job Wealth Management IT Product Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network October 2005 - January 2014
MKA Executive & Professional Benefits September 1995 - September 2005
TGI Fridays June 1990 - September 1995
Skills
Designations: CLU,..., FINRA Licenses:..., MA Insurance License, Financial Planning, Retirement, Retirement Savings, Education Savings, Deferred Compensation, Equity Compensation, Restricted Stock, College Savings Plans, 529 Plans, Buy-sell Agreements, Key Person Insurance, Equities, Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Mutual Funds
Education
Saint Michael's College 1986 — 1990
BA, Business Administration
St. John's Preparatory School 1982 — 1986
Commonwealth Financial Network January 2013 - Present
Commonwealth Financial Network October 2005 - January 2014
MKA Executive & Professional Benefits September 1995 - September 2005
TGI Fridays June 1990 - September 1995
Skills
Designations: CLU,..., FINRA Licenses:..., MA Insurance License, Financial Planning, Retirement, Retirement Savings, Education Savings, Deferred Compensation, Equity Compensation, Restricted Stock, College Savings Plans, 529 Plans, Buy-sell Agreements, Key Person Insurance, Equities, Retirement Planning, Strategic Financial..., Wealth Management, Estate Planning, Mutual Funds
Education
Saint Michael's College 1986 — 1990
BA, Business Administration
St. John's Preparatory School 1982 — 1986
Meghan E. Munro Meghan E. Munro's Commonwealth Financial Network Experience March 2015 - July 2015
Job Deputy, Windham County Sheriff's Office
Industry Law Enforcement
Experience
Windham County Sheriff's Department September 2014 - Present
Commonwealth Financial Network March 2015 - July 2015
Looking Upwards, Inc. December 2013 - May 2014
AlliedBarton Security Services July 2013 - April 2014
Newport Police Department September 2011 - May 2012
Windham County Sheriff's Department June 2011 - August 2011
Walmart June 2010 - August 2010
Littlefield Home Chigamba Village June 2008 - August 2008
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Photoshop, Teamwork, Event Planning, Editing, Time Management, Public Speaking, Customer Service, Facebook, Sales, Training, Social Media, Leadership, Criminal Justice, Social Networking, Outlook, Nonprofits, Community Outreach
Education
Salve Regina University 2013 — 2019
Master of Arts (M.A.), Rehabilitation Counseling
Salve Regina University 2013 — 2017
Master of Science (M.S.), Administration of Justice and Homeland Security concentration Cyber-Security and Intellinegce
Salve Regina University 2013 — 2015
Certificate of Graduate Studies, Cyber Security and Intelligence, 3.0
Salve Regina University 2009 — 2013
Bachelor of Arts (B.A.), Administration of Justice concentration in Juvenile Justice
Hebron Academy 2007 — 2009
High school, High School/Secondary Diplomas and Certificates
Walpole High School 2005 — 2007
Windham County Sheriff's Department September 2014 - Present
Commonwealth Financial Network March 2015 - July 2015
Looking Upwards, Inc. December 2013 - May 2014
AlliedBarton Security Services July 2013 - April 2014
Newport Police Department September 2011 - May 2012
Windham County Sheriff's Department June 2011 - August 2011
Walmart June 2010 - August 2010
Littlefield Home Chigamba Village June 2008 - August 2008
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Photoshop, Teamwork, Event Planning, Editing, Time Management, Public Speaking, Customer Service, Facebook, Sales, Training, Social Media, Leadership, Criminal Justice, Social Networking, Outlook, Nonprofits, Community Outreach
Education
Salve Regina University 2013 — 2019
Master of Arts (M.A.), Rehabilitation Counseling
Salve Regina University 2013 — 2017
Master of Science (M.S.), Administration of Justice and Homeland Security concentration Cyber-Security and Intellinegce
Salve Regina University 2013 — 2015
Certificate of Graduate Studies, Cyber Security and Intelligence, 3.0
Salve Regina University 2009 — 2013
Bachelor of Arts (B.A.), Administration of Justice concentration in Juvenile Justice
Hebron Academy 2007 — 2009
High school, High School/Secondary Diplomas and Certificates
Walpole High School 2005 — 2007
Andrew Brickley's Commonwealth Financial Network Experience August 2009 - January 2010
Job
Industry Financial Services
Experience
Powers Realty Group March 2013 - Present
BNY Mellon June 2012 - May 2013
BNY Mellon November 2010 - June 2012
NASDAQ OMX July 2010 - November 2010
Park Realty Associates LLC July 2008 - June 2010
Commonwealth Financial Network August 2009 - January 2010
Grubb & Ellis Colstream Real Estate Advisors, Inc. May 2005 - September 2005
Skills
Financial Reporting, Asset Management, Securities, Accounting, Real Estate, Real Estate Finance, Excel, Access, Financial Analysis, Bloomberg, Best Use Analysis, HTML/XML, Asset Managment, Investments, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Portfolio Management, Customer Service, Sales, Management, Valuation
Education
Boston University
Certificate in Commercial Real Estate, Real Estate
Boston University
Certificate in Real Estate Finance, Real Estate
Suffolk University - Sawyer Business School 2006 — 2008
BS, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2006
BS, Finance
Malden Catholic 2000 — 2004
Powers Realty Group March 2013 - Present
BNY Mellon June 2012 - May 2013
BNY Mellon November 2010 - June 2012
NASDAQ OMX July 2010 - November 2010
Park Realty Associates LLC July 2008 - June 2010
Commonwealth Financial Network August 2009 - January 2010
Grubb & Ellis Colstream Real Estate Advisors, Inc. May 2005 - September 2005
Skills
Financial Reporting, Asset Management, Securities, Accounting, Real Estate, Real Estate Finance, Excel, Access, Financial Analysis, Bloomberg, Best Use Analysis, HTML/XML, Asset Managment, Investments, Microsoft Excel, Mergers & Acquisitions, Microsoft Office, Portfolio Management, Customer Service, Sales, Management, Valuation
Education
Boston University
Certificate in Commercial Real Estate, Real Estate
Boston University
Certificate in Real Estate Finance, Real Estate
Suffolk University - Sawyer Business School 2006 — 2008
BS, Management
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2006
BS, Finance
Malden Catholic 2000 — 2004
Brett Burbine's Commonwealth Financial Network Experience May 2010 - August 2010
Job Financial Professional Associate
Industry Financial Services
Experience
Commonwealth Financial Network May 2010 - August 2010
GE Engery April 2010 - May 2010
Education
Siena College 2007 — 2011
BS, Finance
Commonwealth Financial Network May 2010 - August 2010
GE Engery April 2010 - May 2010
Education
Siena College 2007 — 2011
BS, Finance
Matt Sugden Matt Sugden's Commonwealth Financial Network Experience September 2015 - Present
Job Assistant Director Compliance
Industry Financial Services
Experience
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network October 2011 - October 2013
Commonwealth Financial Network April 2011 - October 2013
Commonwealth Financial Network April 2004 - April 2011
Skills
Series 7, Securities, FINRA, Mutual Funds, Series 24, Financial Risk, Financial Services, Securities Regulation, Uniform Combined State..., Compliance, Risk, Series 66
Education
Quinnipiac University 1999 — 2003
Legal Studies, Pre-Law Studies
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network October 2013 - September 2015
Commonwealth Financial Network October 2011 - October 2013
Commonwealth Financial Network April 2011 - October 2013
Commonwealth Financial Network April 2004 - April 2011
Skills
Series 7, Securities, FINRA, Mutual Funds, Series 24, Financial Risk, Financial Services, Securities Regulation, Uniform Combined State..., Compliance, Risk, Series 66
Education
Quinnipiac University 1999 — 2003
Legal Studies, Pre-Law Studies
Marc Sill's Commonwealth Financial Network Experience 2008 - December 2010
Job GUI & Visual Designer
Industry Design
Experience
UpToDate 2011 - Present
eXperient Design February 2005 - Present
Sill Design September 2002 - April 2011
Commonwealth Financial Network 2008 - December 2010
IBM Global Services March 2005 - March 2008
Arnold Worldwide 2007 - 2007
H&R Block 2003 - 2007
IBM Rational Software 2002 - 2003
Mindseye 1997 - 2002
Holland Mark Advertising 1996 - 1996
Skills
User Experience, Interaction Design, Creative Direction, Graphic Design, User Interface Design, Web Design, User-centered Design, Usability Testing, Art Direction, User Interface, E-commerce, Creative Strategy, Usability, User Experience Design, Visual Design, Graphics, Integrated Marketing, Experience Design, Heuristic Evaluation, Corporate Branding, Information Design, Interactive Advertising, Wire Framing, Packaging, Wireframes
Education
Rhode Island School of Design 1985 — 1989
BFA, Graphic Design
UpToDate 2011 - Present
eXperient Design February 2005 - Present
Sill Design September 2002 - April 2011
Commonwealth Financial Network 2008 - December 2010
IBM Global Services March 2005 - March 2008
Arnold Worldwide 2007 - 2007
H&R Block 2003 - 2007
IBM Rational Software 2002 - 2003
Mindseye 1997 - 2002
Holland Mark Advertising 1996 - 1996
Skills
User Experience, Interaction Design, Creative Direction, Graphic Design, User Interface Design, Web Design, User-centered Design, Usability Testing, Art Direction, User Interface, E-commerce, Creative Strategy, Usability, User Experience Design, Visual Design, Graphics, Integrated Marketing, Experience Design, Heuristic Evaluation, Corporate Branding, Information Design, Interactive Advertising, Wire Framing, Packaging, Wireframes
Education
Rhode Island School of Design 1985 — 1989
BFA, Graphic Design
Paul Monayer, CIPM, CSM's Commonwealth Financial Network Experience March 2014 - Present
Job Business Analyst at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2014 - Present
Bank of New York Mellon September 2006 - March 2014
TheNextRound, Inc. October 2005 - April 2006
Darling Consulting Group November 2000 - October 2005
Bank of New York Mellon August 1997 - November 2000
Skills
Business Analysis, SDLC, Interest Rate Risk..., Fixed Income, Derivatives, Financial Modeling, Performance Measurement, Equities, Securities, Private Equity, Analysis, SQL, Alternative Investments, Investments, Performance Attribution, Systems Analysis, Fund Accounting, Data Analysis, Mutual Funds, Requirements Analysis, Bonds, Banking, Risk Management, Testing, Portfolio Management, Project Management, Business Requirements, Financial Services, Analytics, Financial Risk, Bloomberg, Eagle PACE, Eagle Performance, Eagle Attribution, Functional Design, FX Options, Databases, Microsoft Excel, Market Risk, Eagle Analytics, Fincad
Education
Southern New Hampshire University 1999 — 2001
MBA, Business Administration
Salem State College 1989 — 1994
BSBA, Business Administration
Commonwealth Financial Network March 2014 - Present
Bank of New York Mellon September 2006 - March 2014
TheNextRound, Inc. October 2005 - April 2006
Darling Consulting Group November 2000 - October 2005
Bank of New York Mellon August 1997 - November 2000
Skills
Business Analysis, SDLC, Interest Rate Risk..., Fixed Income, Derivatives, Financial Modeling, Performance Measurement, Equities, Securities, Private Equity, Analysis, SQL, Alternative Investments, Investments, Performance Attribution, Systems Analysis, Fund Accounting, Data Analysis, Mutual Funds, Requirements Analysis, Bonds, Banking, Risk Management, Testing, Portfolio Management, Project Management, Business Requirements, Financial Services, Analytics, Financial Risk, Bloomberg, Eagle PACE, Eagle Performance, Eagle Attribution, Functional Design, FX Options, Databases, Microsoft Excel, Market Risk, Eagle Analytics, Fincad
Education
Southern New Hampshire University 1999 — 2001
MBA, Business Administration
Salem State College 1989 — 1994
BSBA, Business Administration
Floyd Hanson's Commonwealth Financial Network Experience July 2015 - Present
Job Analyst
Industry Financial Services
Experience
Commonwealth Financial Network July 2015 - Present
Ascensus November 2012 - May 2015
WTS Boston February 2012 - October 2012
Weston Golf Club May 2011 - December 2011
Sunday River Skiway November 2010 - March 2011
ESPN December 2006 - July 2010
ESPN 2006 - 2006
New Haven County Cutters 2006 - 2006
Miami shores country club 2004 - 2005
Barnacle Billys 1996 - 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sales, Strategic Planning, Project Management, Event Planning, Account Management, Event Management, Leadership, Microsoft Word, Salesforce.com, Marketing Strategy, Facebook, Team Leadership, Marketing, Research, Budgets, Social Networking, Social Media Marketing
Education
Southern New Hampshire University 2011 — 2014
MBA, Global Business
University of New Haven 2005 — 2013
Management of Sport Industries
University of Maine 1999 — 2003
B.S., Finance
Commonwealth Financial Network July 2015 - Present
Ascensus November 2012 - May 2015
WTS Boston February 2012 - October 2012
Weston Golf Club May 2011 - December 2011
Sunday River Skiway November 2010 - March 2011
ESPN December 2006 - July 2010
ESPN 2006 - 2006
New Haven County Cutters 2006 - 2006
Miami shores country club 2004 - 2005
Barnacle Billys 1996 - 2004
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Sales, Strategic Planning, Project Management, Event Planning, Account Management, Event Management, Leadership, Microsoft Word, Salesforce.com, Marketing Strategy, Facebook, Team Leadership, Marketing, Research, Budgets, Social Networking, Social Media Marketing
Education
Southern New Hampshire University 2011 — 2014
MBA, Global Business
University of New Haven 2005 — 2013
Management of Sport Industries
University of Maine 1999 — 2003
B.S., Finance
Andrew Ganz's Commonwealth Financial Network Experience January 2006 - December 2008
Job Senior Relationship Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
MassMutual Financial Group May 2015 - Present
Intercare Insurance Solutions March 2011 - April 2015
First Allied Securities March 2009 - March 2011
Commonwealth Financial Network January 2006 - December 2008
LPL Financial Services September 2003 - January 2006
Lifetime Financial Advisors 1999 - 2003
Skills
Retirement, Investments, Series 7, Relationship Management, Retirement Planning, Mutual Funds, Wealth Management, Series 63, Investment Advisory, Employee Benefits, Financial Advisory, Defined Benefit, Finance, Asset Allocation, Business Development, Marketing, Alternative Investments, 401k, Pensions, Employee Retention, Qualified Retirement..., Retirement Plan...
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science, Finance
Benjamin Bailey's Commonwealth Financial Network Experience January 2007 - March 2010
Job Lead Business Systems Projects at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance April 2012 - May 2014
Liberty Mutual Insurance March 2010 - April 2012
Commonwealth Financial Network January 2007 - March 2010
Skills
Requirements Gathering, SDLC, Business Requirements, Systems Analysis, SharePoint, Business Analysis, Scrum, Agile & Waterfall..., Quality Assurance, Quality Center, Web Applications, Application Lifecycle..., Process Improvement, Requirements Analysis, User Acceptance Testing
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.), Organizational Leadership
Roanoke College 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance April 2012 - May 2014
Liberty Mutual Insurance March 2010 - April 2012
Commonwealth Financial Network January 2007 - March 2010
Skills
Requirements Gathering, SDLC, Business Requirements, Systems Analysis, SharePoint, Business Analysis, Scrum, Agile & Waterfall..., Quality Assurance, Quality Center, Web Applications, Application Lifecycle..., Process Improvement, Requirements Analysis, User Acceptance Testing
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (M.B.A.), Organizational Leadership
Roanoke College 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Kate Creagh's Commonwealth Financial Network Experience 1998 - Present
Job VP, Managing Principal HR, Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 1998 - Present
Grand Circle Corporation 1995 - 1998
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Employee Benefits, HRIS, Human Resources, Workforce Planning, Employee Relations, Performance Management
Education
The George Washington University 1969 — 1973
Commonwealth Financial Network 1998 - Present
Grand Circle Corporation 1995 - 1998
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Onboarding, Recruiting, College Recruiting, Employee Benefits, HRIS, Human Resources, Workforce Planning, Employee Relations, Performance Management
Education
The George Washington University 1969 — 1973
Carrie Foote's Commonwealth Financial Network Experience October 2003 - May 2005
Job Advisory Services Manager, CUSO Financial
Industry Financial Services
Experience
CUSO Financial Services,L.P. November 2006 - Present
Commonwealth Financial Services May 2005 - October 2006
Commonwealth Financial Network October 2003 - May 2005
LPL Financial Services March 1999 - October 2003
Skills
Investments, Asset Management, Mutual Funds, Retirement Planning, Financial Services, Insurance, Strategic Financial..., Marketing, Wealth Management, Series 63, Investment Advisory, Series 7, Asset Allocation, FINRA, Series 65
Education
San Diego State University-California State University 1990 — 1994
BS Mktg
CUSO Financial Services,L.P. November 2006 - Present
Commonwealth Financial Services May 2005 - October 2006
Commonwealth Financial Network October 2003 - May 2005
LPL Financial Services March 1999 - October 2003
Skills
Investments, Asset Management, Mutual Funds, Retirement Planning, Financial Services, Insurance, Strategic Financial..., Marketing, Wealth Management, Series 63, Investment Advisory, Series 7, Asset Allocation, FINRA, Series 65
Education
San Diego State University-California State University 1990 — 1994
BS Mktg
Susan Kelly, CAIA's Commonwealth Financial Network Experience July 2014 - Present
Job Director, Investment Management and Research at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network July 2014 - Present
Commonwealth Financial Network August 2008 - Present
Citizens Funds January 2000 - August 2005
Skills
Alternative Investments, Hedge Funds, Fixed Income
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Management/Finance
NYU Stern School of Business
MBA, Finance and Financial Management Services
Commonwealth Financial Network July 2014 - Present
Commonwealth Financial Network August 2008 - Present
Citizens Funds January 2000 - August 2005
Skills
Alternative Investments, Hedge Funds, Fixed Income
Education
Purdue University - Krannert School of Management 1983 — 1988
BS, Management/Finance
NYU Stern School of Business
MBA, Finance and Financial Management Services
Ashley Rinaudo's Commonwealth Financial Network Experience June 2006 - Present
Job Senior Compliance Advisor Investment Advisory Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2006 - Present
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
American Express Financial Advisors 2003 - 2004
Education
San Diego State University-California State University 1998 — 2002
Commonwealth Financial Network June 2006 - Present
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
American Express Financial Advisors 2003 - 2004
Education
San Diego State University-California State University 1998 — 2002
Christopher Blasdel's Commonwealth Financial Network Experience February 2008 - December 2012
Job Dynamic instructor/instructional designer
Industry Financial Services
Experience
Putnam Investments November 2013 - Present
Commonwealth Financial Network February 2008 - December 2012
Putnam Investments March 2001 - February 2008
Skills
Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Series 7, Investments, Training, Retirement Planning, FINRA, Risk Management, Securities, Retirement, Relationship Management, Succession Planning, Performance Management, Captivate, Coaching, Onboarding, Employee Training, Investment Advisory, Financial Advisory, 401k, Call Centers
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
The University of Georgia 1994 — 1998
Timberlane Regional High School
Putnam Investments November 2013 - Present
Commonwealth Financial Network February 2008 - December 2012
Putnam Investments March 2001 - February 2008
Skills
Uniform Combined State..., Financial Services, Series 63, Mutual Funds, Series 7, Investments, Training, Retirement Planning, FINRA, Risk Management, Securities, Retirement, Relationship Management, Succession Planning, Performance Management, Captivate, Coaching, Onboarding, Employee Training, Investment Advisory, Financial Advisory, 401k, Call Centers
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
The University of Georgia 1994 — 1998
Timberlane Regional High School
Lindsay Mustard's Commonwealth Financial Network Experience 2001 - 2003
Job Director of Distribution Strategy at Citizens Bank
Industry Management Consulting
Experience
Citizens Bank January 2015 - Present
The Boston Consulting Group July 2011 - January 2015
Fidelity Investments August 2008 - July 2011
The NorthBridge Group June 2007 - August 2007
Cambridge Associates 2003 - 2006
Commonwealth Financial Network 2001 - 2003
Commonwealth Financial Network 1999 - 2001
Skills
Strategic Consulting, Management Consulting, Asset Managment, Due Diligence, Financial Modeling, Portfolio Management, Financial Product..., Equities, Equity Research, Capital Markets, Hedge Funds, Investments, Financial Services, Managed Accounts, Strategy, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Dover-Sherborn High School
Citizens Bank January 2015 - Present
The Boston Consulting Group July 2011 - January 2015
Fidelity Investments August 2008 - July 2011
The NorthBridge Group June 2007 - August 2007
Cambridge Associates 2003 - 2006
Commonwealth Financial Network 2001 - 2003
Commonwealth Financial Network 1999 - 2001
Skills
Strategic Consulting, Management Consulting, Asset Managment, Due Diligence, Financial Modeling, Portfolio Management, Financial Product..., Equities, Equity Research, Capital Markets, Hedge Funds, Investments, Financial Services, Managed Accounts, Strategy, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2006 — 2008
MBA
Trinity College-Hartford 1995 — 1999
Bachelor of Science (B.S.), Mathematics
Dover-Sherborn High School
Tricia A. Endicott, CMP 781-888-3363's Commonwealth Financial Network Experience June 1999 - May 2007
Job Independent Event Consultant
Industry Events Services
Experience
Tricia Endicott Events May 2007 - Present
Commonwealth Financial Network June 1999 - May 2007
Putnam Investments June 1992 - June 1999
Skills
Event Planning, Marketing, Negotiation, Project Planning, Event Management, Contract Negotiation, Strategy, Marketing Strategy, Management, Leadership, Social Media Marketing, Social Media, Customer Service, Sales, Trade Shows, Strategic Planning, Marketing Communications, Corporate Events, Budgets
Education
Salem State College 1987 — 1992
BA, Theatre Arts & Communications
Tricia Endicott Events May 2007 - Present
Commonwealth Financial Network June 1999 - May 2007
Putnam Investments June 1992 - June 1999
Skills
Event Planning, Marketing, Negotiation, Project Planning, Event Management, Contract Negotiation, Strategy, Marketing Strategy, Management, Leadership, Social Media Marketing, Social Media, Customer Service, Sales, Trade Shows, Strategic Planning, Marketing Communications, Corporate Events, Budgets
Education
Salem State College 1987 — 1992
BA, Theatre Arts & Communications
Lori Quinn-Dann's Commonwealth Financial Network Experience April 2015 - Present
Job Client Services Manager at Commonwealth Financial Network
Industry Executive Office
Experience
Commonwealth Financial Network April 2015 - Present
Olive Garden June 2014 - January 2015
Broadway Electric Service aka BESCO December 2008 - June 2009
Jewelry Television June 2006 - November 2008
Toshiba Business Solutions June 2005 - May 2006
Skills
Retail, Social Media Marketing, Security, Marketing, Video, Final Cut Pro, Team Building, Budgets, Sales, Strategic Planning, Management, Customer Service, Social Media, Leadership, Social Networking, Microsoft Office
Education
University of Phoenix 2008 — 2011
Bachelors degree to be obtained, Education
Pellissippi State Community College 2000 — 2003
Elementary Education
Commonwealth Financial Network April 2015 - Present
Olive Garden June 2014 - January 2015
Broadway Electric Service aka BESCO December 2008 - June 2009
Jewelry Television June 2006 - November 2008
Toshiba Business Solutions June 2005 - May 2006
Skills
Retail, Social Media Marketing, Security, Marketing, Video, Final Cut Pro, Team Building, Budgets, Sales, Strategic Planning, Management, Customer Service, Social Media, Leadership, Social Networking, Microsoft Office
Education
University of Phoenix 2008 — 2011
Bachelors degree to be obtained, Education
Pellissippi State Community College 2000 — 2003
Elementary Education
Betsy Fleming's Commonwealth Financial Network Experience July 2009 - Present
Job Registered Representative at Commonwealth Financial Network
Industry Financial Services
Experience
Armstrong, Fleming & Moore, Inc April 1987 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities Corp April 1991 - July 2009
Armstrong Welch & MacIntyre 1991 - 2000
Education
Skidmore College 1979 — 1983
BS
Lansingburgh High School 1975 — 1979
Armstrong, Fleming & Moore, Inc April 1987 - Present
Commonwealth Financial Network July 2009 - Present
FSC Securities Corp April 1991 - July 2009
Armstrong Welch & MacIntyre 1991 - 2000
Education
Skidmore College 1979 — 1983
BS
Lansingburgh High School 1975 — 1979
Michael X. Caggiano's Commonwealth Financial Network Experience May 2004 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Commonwealth Financial Network May 2004 - Present
Salem Firearm Safety 2008 - 2013
Education
Saint Michael's College 1984 — 1988
Business
Commonwealth Financial Network May 2004 - Present
Salem Firearm Safety 2008 - 2013
Education
Saint Michael's College 1984 — 1988
Business
Jon Lynch's Commonwealth Financial Network Experience December 2003 - February 2008
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage 2007 - Present
Commonwealth Financial Network December 2003 - February 2008
Fidelity Charitable Gift Fund May 2000 - October 2002
Skills
Real Estate, First Time Home Buyers, Negotiation, Relocation, Residential, Coaching, Customer Service, Investment Properties, Referrals, Selling, Sellers, Sales, Residential Homes, Buyer Representation, Real Estate Transactions, Condos, Short Sales
Education
Rollins College 1994 — 1998
Bachelor of Science (BS), Economics
Wellesley Senior High School 1990 — 1994
Coldwell Banker Residential Brokerage 2007 - Present
Commonwealth Financial Network December 2003 - February 2008
Fidelity Charitable Gift Fund May 2000 - October 2002
Skills
Real Estate, First Time Home Buyers, Negotiation, Relocation, Residential, Coaching, Customer Service, Investment Properties, Referrals, Selling, Sellers, Sales, Residential Homes, Buyer Representation, Real Estate Transactions, Condos, Short Sales
Education
Rollins College 1994 — 1998
Bachelor of Science (BS), Economics
Wellesley Senior High School 1990 — 1994
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
Greg Gohr's Commonwealth Financial Network Experience February 2012 - Present
Job Vice President, Advisory Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial 2006 - January 2012
Skills
Product Management, Financial Services, Series 24, Series 7, Management, Financial Planners, Recruiting, Marketing, FINRA, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Series 65, Series 63, Investment Advisory, Uniform Combined State...
Education
Santa Clara University 1986 — 1990
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial 2006 - January 2012
Skills
Product Management, Financial Services, Series 24, Series 7, Management, Financial Planners, Recruiting, Marketing, FINRA, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Series 65, Series 63, Investment Advisory, Uniform Combined State...
Education
Santa Clara University 1986 — 1990
Carly Maher's Commonwealth Financial Network Experience January 2009 - November 2014
Job SVP Products and Services Management at Ladenburg Thalmann
Industry Financial Services
Experience
Ladenburg Thalmann April 2015 - Present
Commonwealth Financial Network January 2009 - November 2014
Education
Providence College 1993 — 1997
Social Sciences
Ladenburg Thalmann April 2015 - Present
Commonwealth Financial Network January 2009 - November 2014
Education
Providence College 1993 — 1997
Social Sciences
Ed Bell's Commonwealth Financial Network Experience May 2000 - March 2003
Job Founder & President at 3S Con
Industry Financial Services
Experience
3S Con 2011 - Present
Massachusetts Senate & House 2009 - August 2013
ING March 2003 - May 2008
Commonwealth Financial Network May 2000 - March 2003
Putnam Investments May 1996 - May 2000
GE May 1986 - May 1996
Skills
IT Strategy, Strategy, Project Management, Vendor Management, Financial Services, Leadership, Integration, ITIL, Management, CRM, Business Process..., Strategic Planning, Analysis, Business Intelligence, Information Technology, Consulting, Business Strategy, Program Management, Executive Management, Enterprise Software, Start-ups, Team Building, Process Improvement, Project Portfolio..., Business Analysis, Governance, Management Consulting, Negotiation, SDLC, IT Management, ERP, Budgets, Six Sigma, Training, Data Warehousing, Business Process, Competitive Analysis, Change Management, Networking, Human Resources, Outsourcing, PMO, Risk Management, Team Leadership, ITIL v3 Foundations..., Six Sigma Executive...
Education
Purdue University - Krannert School of Management 1990 — 1992
Masters, Management
3S Con 2011 - Present
Massachusetts Senate & House 2009 - August 2013
ING March 2003 - May 2008
Commonwealth Financial Network May 2000 - March 2003
Putnam Investments May 1996 - May 2000
GE May 1986 - May 1996
Skills
IT Strategy, Strategy, Project Management, Vendor Management, Financial Services, Leadership, Integration, ITIL, Management, CRM, Business Process..., Strategic Planning, Analysis, Business Intelligence, Information Technology, Consulting, Business Strategy, Program Management, Executive Management, Enterprise Software, Start-ups, Team Building, Process Improvement, Project Portfolio..., Business Analysis, Governance, Management Consulting, Negotiation, SDLC, IT Management, ERP, Budgets, Six Sigma, Training, Data Warehousing, Business Process, Competitive Analysis, Change Management, Networking, Human Resources, Outsourcing, PMO, Risk Management, Team Leadership, ITIL v3 Foundations..., Six Sigma Executive...
Education
Purdue University - Krannert School of Management 1990 — 1992
Masters, Management
Pat Rotondo's Commonwealth Financial Network Experience November 2001 - March 2004
Job Contemporary Silver Jewelry
Industry Design
Experience
Pat Rotondo Studio July 2015 - Present
Amsterdam Printing January 2010 - March 2014
University at Albany February 2007 - August 2008
Commonwealth Financial Network November 2001 - March 2004
Dana-Farber Cancer Institute 1997 - 1999
Skills
Jewelry Design, Silversmithing, Creative Direction, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Graphics, Photoshop, Art, Web Design, Corporate Identity, Dreamweaver, Logo Design, Photography, Flash, Illustration, Art Direction, Layout, Typography, QuarkXPress, Concept Development, Painting, Mac, HTML, Direct Mail, After Effects, Marketing, Management, Email Marketing, Advertising, Posters, Brochures, Brand Development
Education
Pratt Institute 1971 — 1975
BFA, Art and Design
Pratt Institute
BFA
Pat Rotondo Studio July 2015 - Present
Amsterdam Printing January 2010 - March 2014
University at Albany February 2007 - August 2008
Commonwealth Financial Network November 2001 - March 2004
Dana-Farber Cancer Institute 1997 - 1999
Skills
Jewelry Design, Silversmithing, Creative Direction, Illustrator, Graphic Design, InDesign, Adobe Creative Suite, Graphics, Photoshop, Art, Web Design, Corporate Identity, Dreamweaver, Logo Design, Photography, Flash, Illustration, Art Direction, Layout, Typography, QuarkXPress, Concept Development, Painting, Mac, HTML, Direct Mail, After Effects, Marketing, Management, Email Marketing, Advertising, Posters, Brochures, Brand Development
Education
Pratt Institute 1971 — 1975
BFA, Art and Design
Pratt Institute
BFA
Eduardo Ciuffo's Commonwealth Financial Network Experience April 2014 - Present
Job Research Associate at Commonwealth Financial Network
Industry Investment Management
Experience
Commonwealth Financial Network April 2014 - Present
LPL Financial May 2013 - March 2014
LPL Financial January 2012 - May 2013
LPL Financial March 2010 - May 2012
Selman Breitman, LLP January 2006 - April 2010
Lake Mission Viejo Association June 2005 - September 2007
Lake Mission Viejo June 2006 - September 2006
Skills
Management
Education
San Diego State University-California State University 2010 — 2012
MBA, Finance
San Diego State University
Bachelor of Science, Business Administration 2009; Finance
Commonwealth Financial Network April 2014 - Present
LPL Financial May 2013 - March 2014
LPL Financial January 2012 - May 2013
LPL Financial March 2010 - May 2012
Selman Breitman, LLP January 2006 - April 2010
Lake Mission Viejo Association June 2005 - September 2007
Lake Mission Viejo June 2006 - September 2006
Skills
Management
Education
San Diego State University-California State University 2010 — 2012
MBA, Finance
San Diego State University
Bachelor of Science, Business Administration 2009; Finance
Charles Conte's Commonwealth Financial Network Experience September 2010 - August 2012
Job Treasury Analyst | Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Steve Pettus's Commonwealth Financial Network Experience 2008 - 2012
Job Information Systems Site Lead at Alere, Inc.
Industry Information Technology and Services
Experience
Alere, Inc. 2012 - Present
Commonwealth Financial Network 2008 - 2012
Skills
Customer Service, Disaster Recovery, Microsoft Exchange, Active Directory, Microsoft Office, Troubleshooting, System Administration, Technical Support, Networking, Windows 7, SharePoint
Education
Saint Michael's College 2000 — 2004
Bachelor's, Information Systems
Alere, Inc. 2012 - Present
Commonwealth Financial Network 2008 - 2012
Skills
Customer Service, Disaster Recovery, Microsoft Exchange, Active Directory, Microsoft Office, Troubleshooting, System Administration, Technical Support, Networking, Windows 7, SharePoint
Education
Saint Michael's College 2000 — 2004
Bachelor's, Information Systems
Tina Corkery's Commonwealth Financial Network Experience December 2013 - Present
Job Supervisor, Professional Development at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network December 2013 - Present
State Street September 2000 - December 2013
State Street September 1997 - September 2000
State Street May 1996 - September 1997
Skills
Mutual Funds, Financial Services, Securities, Equities, Onboarding, Fixed Income, Fund Accounting, Talent Management, Investments, Corporate Actions, Hedge Funds, Business Analysis, Instructional Design, Finance, Training
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Business Management
ATD
Commonwealth Financial Network December 2013 - Present
State Street September 2000 - December 2013
State Street September 1997 - September 2000
State Street May 1996 - September 1997
Skills
Mutual Funds, Financial Services, Securities, Equities, Onboarding, Fixed Income, Fund Accounting, Talent Management, Investments, Corporate Actions, Hedge Funds, Business Analysis, Instructional Design, Finance, Training
Education
Suffolk University - Sawyer Business School 1991 — 1995
BSBA, Business Management
ATD
Stephanie Sugden's Commonwealth Financial Network Experience 2000 - 2002
Job Realtor at William Raveis Real Estate
Industry Real Estate
Experience
William Raveis Real Estate 2012 - Present
T.B. Smith November 2005 - December 2012
Commonwealth Financial Network 2000 - 2002
Skills
Real Estate, Relocation, Interior Design, Luxury, Sellers, Buyer Representation, First Time Home Buyers, Condos, Residential Homes, Short Sales, New Home Sales, Listings, Single Family Homes, Selling, Marketing, Sales
Education
Suffolk University - Sawyer School of Management
University of Massachusetts, Amherst
William Raveis Real Estate 2012 - Present
T.B. Smith November 2005 - December 2012
Commonwealth Financial Network 2000 - 2002
Skills
Real Estate, Relocation, Interior Design, Luxury, Sellers, Buyer Representation, First Time Home Buyers, Condos, Residential Homes, Short Sales, New Home Sales, Listings, Single Family Homes, Selling, Marketing, Sales
Education
Suffolk University - Sawyer School of Management
University of Massachusetts, Amherst
Andrew D. Miner's Commonwealth Financial Network Experience November 2014 - Present
Job Compliance Advisor Branch Audit at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network November 2014 - Present
Commonwealth Financial Network November 2013 - November 2014
Avian Securities, LLC April 2010 - January 2013
First Homeland Mortgage May 2003 - September 2008
Skills
Social Media, Microsoft Office, FINRA, Financial Regulation, Compliance Operations, Written Communication, Alternative Investments, Office Operations, Investment Strategies, Quality Auditing, Compliance, Compliance Audits, SEC, Advisors Act of '40, Finance, Securities, PowerPoint, Microsoft Excel, Series 7, Series 24
Education
Providence College 2005 — 2009
BA, Sociology, Political Science
Richmond, The American International University in London 2008 — 2008
Political Science and Government
Commonwealth Financial Network November 2014 - Present
Commonwealth Financial Network November 2013 - November 2014
Avian Securities, LLC April 2010 - January 2013
First Homeland Mortgage May 2003 - September 2008
Skills
Social Media, Microsoft Office, FINRA, Financial Regulation, Compliance Operations, Written Communication, Alternative Investments, Office Operations, Investment Strategies, Quality Auditing, Compliance, Compliance Audits, SEC, Advisors Act of '40, Finance, Securities, PowerPoint, Microsoft Excel, Series 7, Series 24
Education
Providence College 2005 — 2009
BA, Sociology, Political Science
Richmond, The American International University in London 2008 — 2008
Political Science and Government
Jonathan Salaciak's Commonwealth Financial Network Experience July 2006 - April 2007
Job Sales Supervisor
Industry Financial Services
Experience
Finacial Services Provider August 2013 - Present
Merrill Lynch April 2010 - September 2012
Senior Whole Health April 2007 - February 2009
Commonwealth Financial Network July 2006 - April 2007
Goldman Sachs May 2005 - July 2006
Charles Schwab September 1993 - May 2005
Skills
Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, Sales Management, Sales Support, Compliance, Compliance Management, Financial Advisory, Operations Management, Sales Operations, Operations, Service Operations, Health Insurance, Term Life Insurance, Variable, Uniform Combined State..., Risk Management, AML, Variable Annuities, Financial Services, Wealth Management, Securities, Alternative Investments, Finance, Trading, Wealth Management..., Separately Managed...
Education
Southern Methodist University
Finacial Services Provider August 2013 - Present
Merrill Lynch April 2010 - September 2012
Senior Whole Health April 2007 - February 2009
Commonwealth Financial Network July 2006 - April 2007
Goldman Sachs May 2005 - July 2006
Charles Schwab September 1993 - May 2005
Skills
Series 7, Series 63, Series 66, Series 24, Series 9, Series 10, Sales Management, Sales Support, Compliance, Compliance Management, Financial Advisory, Operations Management, Sales Operations, Operations, Service Operations, Health Insurance, Term Life Insurance, Variable, Uniform Combined State..., Risk Management, AML, Variable Annuities, Financial Services, Wealth Management, Securities, Alternative Investments, Finance, Trading, Wealth Management..., Separately Managed...
Education
Southern Methodist University
Stephanie Jefferson's Commonwealth Financial Network Experience June 2015 - Present
Job Project Manager at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network June 2015 - Present
CAMP Systems International, Inc. July 2014 - June 2015
Meadowbrook/ Bank of New Hampshire Pavilion November 2012 - March 2014
Market Basket June 2004 - January 2013
Paul Mitchell NNE May 2012 - September 2012
EVR January 2012 - May 2012
The Observer: Southern New Hampshire University's Newspaper August 2011 - May 2012
Skills
User Experience, User Interface Design, User Scenarios, Requirements Analysis, Requirements Gathering, End User Training, Software Project..., User Stories, Graphic Design, Adobe Creative Suite, Persona, Agile Methodologies, Agile Project Management, Software Quality..., Photography, InDesign, Illustrator, Project Management, Advertising, Photoshop, Microsoft Office, PowerPoint, Social Media, Corporate Identity, Customer Service, Microsoft Excel, Marketing Communications, Dreamweaver, Web Design, Digital Photography, Social Media Marketing, Semi-structured..., Mac, Adobe Acrobat
Education
Southern New Hampshire University 2014 — 2015
BA Compter Information Technology
Southern New Hampshire University 2009 — 2013
Bachelor of Arts (B.A.), Graphics Design
Commonwealth Financial Network June 2015 - Present
CAMP Systems International, Inc. July 2014 - June 2015
Meadowbrook/ Bank of New Hampshire Pavilion November 2012 - March 2014
Market Basket June 2004 - January 2013
Paul Mitchell NNE May 2012 - September 2012
EVR January 2012 - May 2012
The Observer: Southern New Hampshire University's Newspaper August 2011 - May 2012
Skills
User Experience, User Interface Design, User Scenarios, Requirements Analysis, Requirements Gathering, End User Training, Software Project..., User Stories, Graphic Design, Adobe Creative Suite, Persona, Agile Methodologies, Agile Project Management, Software Quality..., Photography, InDesign, Illustrator, Project Management, Advertising, Photoshop, Microsoft Office, PowerPoint, Social Media, Corporate Identity, Customer Service, Microsoft Excel, Marketing Communications, Dreamweaver, Web Design, Digital Photography, Social Media Marketing, Semi-structured..., Mac, Adobe Acrobat
Education
Southern New Hampshire University 2014 — 2015
BA Compter Information Technology
Southern New Hampshire University 2009 — 2013
Bachelor of Arts (B.A.), Graphics Design
Matthew Chiccuarelli III's Commonwealth Financial Network Experience April 2008 - Present
Job Team Leader, Annuity Research at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 2008 - Present
Bank of New York Mellon July 2006 - April 2008
American Income Life August 2005 - February 2006
Skills
Fixed Annuities, Retirement Planning, Insurance, Variable Annuities, Annuities, Equity Indexed Annuities, Long Term Care, Mutual Funds, Series 6, Pensions, Series 63, FINRA, Investments, Retirement, Securities, Financial Planning, General Insurance, Disability Insurance, Assurance
Education
Roger Williams University 2001 — 2005
B.A., Marketing
Commonwealth Financial Network April 2008 - Present
Bank of New York Mellon July 2006 - April 2008
American Income Life August 2005 - February 2006
Skills
Fixed Annuities, Retirement Planning, Insurance, Variable Annuities, Annuities, Equity Indexed Annuities, Long Term Care, Mutual Funds, Series 6, Pensions, Series 63, FINRA, Investments, Retirement, Securities, Financial Planning, General Insurance, Disability Insurance, Assurance
Education
Roger Williams University 2001 — 2005
B.A., Marketing
Esther Iantosca-Gold's Commonwealth Financial Network Experience April 1997 - March 2013
Job Administrative Office Assistant at LKM Industries
Industry Machinery
Experience
LKM Industries April 2014 - Present
H&R Block January 2014 - April 2014
Commonwealth Financial Network April 1997 - March 2013
Cross Country Automotive Services February 1995 - April 1997
Skills
Mutual Funds, Strategic Financial..., Investments, Financial Analysis, Wealth Management, Retirement Planning, Investment Advisory, Finance, Portfolio Management, Retirement
Education
Suffolk University 1987 — 1991
BSBA, Accounting
LKM Industries April 2014 - Present
H&R Block January 2014 - April 2014
Commonwealth Financial Network April 1997 - March 2013
Cross Country Automotive Services February 1995 - April 1997
Skills
Mutual Funds, Strategic Financial..., Investments, Financial Analysis, Wealth Management, Retirement Planning, Investment Advisory, Finance, Portfolio Management, Retirement
Education
Suffolk University 1987 — 1991
BSBA, Accounting
Matthew Gutierrez's Commonwealth Financial Network Experience October 2013 - Present
Job CEO and Owner at MG TEK Solutions LLC
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
MG TEK Solutions LLC September 2013 - Present
Peoples United Bank January 2013 - October 2013
Peoples United November 2007 - January 2013
Pied Piper Children May 2003 - January 2012
Sacred Heart September 2005 - July 2007
Skills
Microsoft SQL Server, Data Center, Operating Systems, ASP.NET, Networking, Database Administration, Citrix, Computer Security, Technical Support, Programming, Enterprise Software, Management, Information Security, Windows Server, Windows, Security
Education
Sacred Heart University 2007 — 2009
Master, Computer Science; Computer Science
Sacred Heart University 2003 — 2007
Bachelor, Computer Science; Computer Science
Commonwealth Financial Network October 2013 - Present
MG TEK Solutions LLC September 2013 - Present
Peoples United Bank January 2013 - October 2013
Peoples United November 2007 - January 2013
Pied Piper Children May 2003 - January 2012
Sacred Heart September 2005 - July 2007
Skills
Microsoft SQL Server, Data Center, Operating Systems, ASP.NET, Networking, Database Administration, Citrix, Computer Security, Technical Support, Programming, Enterprise Software, Management, Information Security, Windows Server, Windows, Security
Education
Sacred Heart University 2007 — 2009
Master, Computer Science; Computer Science
Sacred Heart University 2003 — 2007
Bachelor, Computer Science; Computer Science
David Bihl's Commonwealth Financial Network Experience 2004 - 2010
Job Assistant Dean for Development at William & Mary Law School
Industry Fund-Raising
Experience
Marshall-Wythe School of Law 2014 - Present
UVA Engineering Foundation 2011 - 2013
Commonwealth Financial Network 2004 - 2010
Wienken & Associates 1995 - 2004
MONY Financial Group 1991 - 1995
Skills
Project Management, Strategic Planning, Training, Leadership, Strategy, Management, Fundraising, Team Building, Nonprofits, Volunteer Management, Community Outreach, Public Relations, CRM, Public Speaking
Education
Princeton University 1983 — 1987
AB, English Literature
Marshall-Wythe School of Law 2014 - Present
UVA Engineering Foundation 2011 - 2013
Commonwealth Financial Network 2004 - 2010
Wienken & Associates 1995 - 2004
MONY Financial Group 1991 - 1995
Skills
Project Management, Strategic Planning, Training, Leadership, Strategy, Management, Fundraising, Team Building, Nonprofits, Volunteer Management, Community Outreach, Public Relations, CRM, Public Speaking
Education
Princeton University 1983 — 1987
AB, English Literature
Kristine McManus's Commonwealth Financial Network Experience April 2014 - Present
Job Chief Business Development Officer at Commonwealth FinancialPractice Management, Revenue Growth, Consulting, Marketing
Industry Financial Services
Experience
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Commonwealth Financial Network April 2014 - Present
Leadership Roles 2014 - Present
McManus Consulting November 2010 - Present
John Hancock Funds 1996 - 2010
Fidelity Investments 1990 - 1996
Putnam Investments November 1985 - May 1990
Skills
Marketing, Business Development, Mutual Funds, Training, Wealth Management, Financial Services, Program Management, Event Management, Sales Management, Alternative Investments, Series 63, Asset Allocation, Series 7, Retirement Planning, Financial Advisory, Retirement, Public Speaking, Investments, Asset Management, Relationship Management, Coaching, Finance, Market Planning
Education
Harvard, Kennedy School of Executive Education
Investment Decisions and Behavioral Finance: Identifying and Capitalizing on Irrational Practices
College for Financial Planning
Undertook course work to obtain Chartered Retirement Planning Counselor Designation
Wharton/Securities Industry Association 2004 — 2006
John Hancock/Babson Executive Leadership Program
Trinity College, Dublin 1987 — 1988
Read Irish Literature and Business
Penn State University 1983 — 1985
M.A., Creative Writing and English
Adelphi University 1978 — 1982
Bachelor of Fine Arts, Double major, English and Theater
Raymond Langbein's Commonwealth Financial Network Experience January 2004 - September 2006
Job Financial Services Professional
Industry Investment Management
Experience
TFC Financial Management September 2006 - August 2010
Commonwealth Financial Network January 2004 - September 2006
Commonwealth Financial Network April 2003 - January 2004
Education
Seton Hall University 2001 — 2002
MBA, Finance
Saint Joseph's University 1993 — 1997
BS, Finance
TFC Financial Management September 2006 - August 2010
Commonwealth Financial Network January 2004 - September 2006
Commonwealth Financial Network April 2003 - January 2004
Education
Seton Hall University 2001 — 2002
MBA, Finance
Saint Joseph's University 1993 — 1997
BS, Finance
Denise Kennelly's Commonwealth Financial Network Experience 2004 - 2005
Job Customer Service Specialist at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance February 2008 - Present
IMA February 2006 - February 2008
Commonwealth Financial Network 2004 - 2005
Skills
Customer Service..., General Office Skills, Commercial and Personal...
Education
Quinsigamond Community College 1974 — 1976
Associate's degree, Business Administration and Management, General
Liberty Mutual Insurance February 2008 - Present
IMA February 2006 - February 2008
Commonwealth Financial Network 2004 - 2005
Skills
Customer Service..., General Office Skills, Commercial and Personal...
Education
Quinsigamond Community College 1974 — 1976
Associate's degree, Business Administration and Management, General
Luke Todd's Commonwealth Financial Network Experience 2009 - 2009
Job Sr. Manager Investor Relations & Capital Markets
Industry Telecommunications
Experience
Comverse May 2015 - Present
American Tower March 2015 - May 2015
American Tower May 2014 - March 2015
PAREXEL May 2013 - May 2014
PAREXEL June 2012 - May 2013
PAREXEL August 2010 - June 2012
Commonwealth Financial Network 2009 - 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Strategic Financial..., Sales, Financial Reporting, Finance, Data Analysis, Corporate Finance, Accounting, Access, Microsoft Office
Education
Providence College 2007 — 2010
Bachelor of Science, Finance
Comverse May 2015 - Present
American Tower March 2015 - May 2015
American Tower May 2014 - March 2015
PAREXEL May 2013 - May 2014
PAREXEL June 2012 - May 2013
PAREXEL August 2010 - June 2012
Commonwealth Financial Network 2009 - 2009
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Forecasting, Strategic Financial..., Sales, Financial Reporting, Finance, Data Analysis, Corporate Finance, Accounting, Access, Microsoft Office
Education
Providence College 2007 — 2010
Bachelor of Science, Finance
Crandon Leahy's Commonwealth Financial Network Experience September 2011 - January 2012
Job Regional Sales Rep at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management September 2012 - Present
MFS Investment Management February 2012 - September 2012
Commonwealth Financial Network September 2011 - January 2012
English Lacrosse Association September 2010 - April 2011
Skills
Business Development, Investments, Social Media Marketing, Series 7, Marketing, Mutual Funds, Uniform Combined State..., Series 63, Training, Series 6, Selling, Securities, Cold Calling, Asset Allocation, Retirement Planning, Leadership, PowerPoint, Sales, Sports Coaching
Education
Quinnipiac University - School of Business 2006 — 2010
Bachlors of Science - Finance, Finance
Northfield Mount Hermon 2005 — 2006
Cohasset High School 2001 — 2005
High School Diploma
MFS Investment Management September 2012 - Present
MFS Investment Management February 2012 - September 2012
Commonwealth Financial Network September 2011 - January 2012
English Lacrosse Association September 2010 - April 2011
Skills
Business Development, Investments, Social Media Marketing, Series 7, Marketing, Mutual Funds, Uniform Combined State..., Series 63, Training, Series 6, Selling, Securities, Cold Calling, Asset Allocation, Retirement Planning, Leadership, PowerPoint, Sales, Sports Coaching
Education
Quinnipiac University - School of Business 2006 — 2010
Bachlors of Science - Finance, Finance
Northfield Mount Hermon 2005 — 2006
Cohasset High School 2001 — 2005
High School Diploma
Nathan Freedman's Commonwealth Financial Network Experience May 2009 - August 2010
Job Student at Stetson University
Industry Management Consulting
Experience
Commonwealth Financial Network May 2009 - August 2010
Education
Stetson University 2007 — 2011
Commonwealth Financial Network May 2009 - August 2010
Education
Stetson University 2007 — 2011
John Martinez's Commonwealth Financial Network Experience May 2009 - Present
Job Senior Partner at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - Present
Morgan Stanley Smith Barney May 1998 - May 2009
Skills
Securities, Retirement, Series 7, Series 63, Long Term Care Insurance, Portfolio Management, Qualified Retirement..., Series 66, Rollovers
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
Bachelors, Finance
Commonwealth Financial Network May 2009 - Present
Morgan Stanley Smith Barney May 1998 - May 2009
Skills
Securities, Retirement, Series 7, Series 63, Long Term Care Insurance, Portfolio Management, Qualified Retirement..., Series 66, Rollovers
Education
Saginaw Valley State University - College of Business and Management 1995 — 1999
Bachelors, Finance
Luke Callahan's Commonwealth Financial Network Experience July 2007 - October 2010
Job AR Relationship Manager at BuyerZone
Industry Accounting
Experience
BuyerZone March 2014 - Present
Digital Lumens January 2014 - February 2014
Global Partners LP May 2013 - January 2014
GL Advisor September 2012 - October 2012
GL Advisor February 2011 - August 2012
Commonwealth Financial Network July 2007 - October 2010
Commonwealth Financial Network December 2003 - June 2007
Skills
Accounts Receivable, Accounts Payable, NetSuite, Microsoft Excel, Customer Service, Investments, Accounting
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts (BA), Business
BuyerZone March 2014 - Present
Digital Lumens January 2014 - February 2014
Global Partners LP May 2013 - January 2014
GL Advisor September 2012 - October 2012
GL Advisor February 2011 - August 2012
Commonwealth Financial Network July 2007 - October 2010
Commonwealth Financial Network December 2003 - June 2007
Skills
Accounts Receivable, Accounts Payable, NetSuite, Microsoft Excel, Customer Service, Investments, Accounting
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts (BA), Business
Melissa Tarentino, Esq.'s Commonwealth Financial Network Experience October 2001 - September 2002
Job General Counsel & Chief Risk Officer at Investors Capital Corp.
Industry Financial Services
Experience
Investors Capital Corp. September 2002 - Present
Commonwealth Financial Network October 2001 - September 2002
Skills
Strategic Planning, Asset Managment, Financial Risk, Investment Advisory, Private Equity, Fixed Annuities, Fixed Income, Retirement, Asset Management, Financial Services, Life Insurance, Series 24, FINRA, Series 7, Hedge Funds, Wealth Management, Real Estate, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Insurance
Education
Suffolk Law School 1995 — 1998
Doctor of Law (JD), Law, Cum Laude
Stonehill College 1991 — 1995
Bachelor of Arts (BA), Political Science and Government, Summa Cum Laude
Investors Capital Corp. September 2002 - Present
Commonwealth Financial Network October 2001 - September 2002
Skills
Strategic Planning, Asset Managment, Financial Risk, Investment Advisory, Private Equity, Fixed Annuities, Fixed Income, Retirement, Asset Management, Financial Services, Life Insurance, Series 24, FINRA, Series 7, Hedge Funds, Wealth Management, Real Estate, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Insurance
Education
Suffolk Law School 1995 — 1998
Doctor of Law (JD), Law, Cum Laude
Stonehill College 1991 — 1995
Bachelor of Arts (BA), Political Science and Government, Summa Cum Laude
Michael Kilcoyne's Commonwealth Financial Network Experience June 2012 - Present
Job Contractor, Data Integrity at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2012 - Present
Education
University of Massachusetts, Amherst 2010 — 2012
Bachelor's degree, Economics
Roger Williams University 2008 — 2010
Commonwealth Financial Network June 2012 - Present
Education
University of Massachusetts, Amherst 2010 — 2012
Bachelor's degree, Economics
Roger Williams University 2008 — 2010
Andrew Crespo's Commonwealth Financial Network Experience May 2014 - August 2014
Job Equity Research Associate at Boenning & Scattergood, Inc.
Industry Capital Markets
Experience
Boenning & Scattergood, Inc. June 2015 - Present
Saint Joseph's University September 2014 - May 2015
William Penn Foundation January 2015 - April 2015
Saint Joseph's University August 2013 - April 2015
Commonwealth Financial Network May 2014 - August 2014
Saint Joseph's University August 2013 - May 2014
Courier Corporation May 2013 - August 2013
Jeannotte's Market June 2011 - August 2013
Reeds Ferry Small Buildings, Inc. June 2008 - August 2010
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.)
Bishop Guertin High School 2007 — 2011
High School Diploma
Boenning & Scattergood, Inc. June 2015 - Present
Saint Joseph's University September 2014 - May 2015
William Penn Foundation January 2015 - April 2015
Saint Joseph's University August 2013 - April 2015
Commonwealth Financial Network May 2014 - August 2014
Saint Joseph's University August 2013 - May 2014
Courier Corporation May 2013 - August 2013
Jeannotte's Market June 2011 - August 2013
Reeds Ferry Small Buildings, Inc. June 2008 - August 2010
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.)
Bishop Guertin High School 2007 — 2011
High School Diploma
Melisa Bezanson Wilson's Commonwealth Financial Network Experience August 2001 - February 2003
Job Insurance Professional
Industry Insurance
Experience
AXA October 2011 - January 2013
WellPoint August 2008 - June 2009
WellPoint March 2007 - June 2009
WellPoint August 2003 - August 2008
Commonwealth Financial Network August 2001 - February 2003
MetLife March 2000 - May 2001
Phoenix Life Insurance Company February 1998 - March 2000
Education
Southern New Hampshire University 2001 — 2006
Master of Business Administration (MBA)
University of Hartford 1994 — 1998
Bachelor's degree, Actuarial Science/Mathematics
AXA October 2011 - January 2013
WellPoint August 2008 - June 2009
WellPoint March 2007 - June 2009
WellPoint August 2003 - August 2008
Commonwealth Financial Network August 2001 - February 2003
MetLife March 2000 - May 2001
Phoenix Life Insurance Company February 1998 - March 2000
Education
Southern New Hampshire University 2001 — 2006
Master of Business Administration (MBA)
University of Hartford 1994 — 1998
Bachelor's degree, Actuarial Science/Mathematics
Angelo Mitrousis's Commonwealth Financial Network Experience August 2013 - Present
Job Compliance Intern at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Java, Social Media, English
Education
Suffolk University 2010 — 2014
Bachelor's degree, Finance, General
Commonwealth Financial Network August 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Java, Social Media, English
Education
Suffolk University 2010 — 2014
Bachelor's degree, Finance, General
Adam Wiedeman's Commonwealth Financial Network Experience July 2014 - Present
Job IT Support at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network July 2014 - Present
Dotwell July 2013 - July 2014
Best Buy November 2009 - May 2013
Skills
Routers, Troubleshooting, Networking, Cisco Technologies, Windows Server, Windows 7, VoIP, Computer Science, Computer Repair, Computer Hardware, Wireless Networking, Technical Support, TCP/IP, Windows XP Pro, Active Directory, Integration, Home Networking, Cisco Networking, Java, Linux, Virtual PC, VMware ESX, Software Development, Operating Systems, Windows XP, VMware, Software Installation, OS X, Virtualization, Hardware, Microsoft Exchange, Android, Laptops, Cloud Computing, VPN, Disaster Recovery, Printers, Remote Desktop, Switches, Visual Basic, Information Technology, System Deployment, Help Desk Support, Microsoft Excel, Outlook
Education
Middlesex Community College 2009 — 2012
Computer Software and Networking Technology, Computer Engineering
Quinsigamond Community College 2006 — 2008
General Studies, Computer Science
Tahanto Regional High School 1999 — 2005
Commonwealth Financial Network July 2014 - Present
Dotwell July 2013 - July 2014
Best Buy November 2009 - May 2013
Skills
Routers, Troubleshooting, Networking, Cisco Technologies, Windows Server, Windows 7, VoIP, Computer Science, Computer Repair, Computer Hardware, Wireless Networking, Technical Support, TCP/IP, Windows XP Pro, Active Directory, Integration, Home Networking, Cisco Networking, Java, Linux, Virtual PC, VMware ESX, Software Development, Operating Systems, Windows XP, VMware, Software Installation, OS X, Virtualization, Hardware, Microsoft Exchange, Android, Laptops, Cloud Computing, VPN, Disaster Recovery, Printers, Remote Desktop, Switches, Visual Basic, Information Technology, System Deployment, Help Desk Support, Microsoft Excel, Outlook
Education
Middlesex Community College 2009 — 2012
Computer Software and Networking Technology, Computer Engineering
Quinsigamond Community College 2006 — 2008
General Studies, Computer Science
Tahanto Regional High School 1999 — 2005
Jean Gedeus's Commonwealth Financial Network Experience 2007 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Commonwealth Financial Network 2007 - 2013
General Dynamics August 2006 - September 2007
Education
Salem State University 2000 — 2003
Commonwealth Financial Network 2007 - 2013
General Dynamics August 2006 - September 2007
Education
Salem State University 2000 — 2003
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.