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
Board November 2012 - Present
Commonwealth Financial Network February 2011 - November 2012
Wellesley Information Services November 2009 - January 2011
Skills
Databases, SQL, Microsoft SQL Server, Active Directory, HTML, Business Intelligence, Technical Support, Windows XP, Windows Server, Business Analysis, Enterprise Software
Education
University of Massachusetts Dartmouth 2005 — 2009
Management Information Systems
Wealth Strategies Group May 2015 - Present
BofI Federal Bank December 2014 - May 2015
Gupta Wealth Management April 2014 - October 2014
Dunham & Associates July 2012 - April 2014
First Allied Wealth Management June 2007 - July 2012
Commonwealth Financial Network October 2005 - June 2007
LPL Financial July 2005 - October 2005
Skills
Asset Allocation, Fund Analysis, Private Wealth..., Microsoft Excel, Strategic Financial..., Retirement Planning, Coaching, Wealth Management, Investments, Insurance, Public Speaking, Sales, Financial Analysis, Series 7, Series 65, Spanish, Microsoft Word, PowerPoint, Outlook, Analysis, iPhone, Sports Statistics, Sports Writing, Investment Strategies, Stock Picking, Bloomberg Terminal, Bloomberg Software, Morningstar, Zephyr Style Advisor, MS Excel Pivot Tables, V Lookups, Conditional Formatting, Sumif, Goal Seek, Mutual Funds, ETFs, Wealth Management..., Retirement, Series 63, Morningstar Direct, Bloomberg, Investment Advisory, Financial Advisory, Alternative Investments, Valuation, Trading, Investment Management, Asset Management, Equities, Securities
Education
Devry University - Keller Institute 2010 — 2011
MBA, Finance
Tulane University 2000 — 2003
BA, Political Economics, History, Spanish
Phillips Exeter Academy 1997 — 2000
HS Diploma, High School
Burlingame High School 1996 — 1997
Borel Middle School 1994 — 1996
The Nueva School (Elementary school) 1991 — 1994
Pinterest November 2012 - Present
Facebook December 2011 - November 2012
University of California, Santa Cruz September 2009 - September 2011
Commonwealth Financial Network June 2008 - September 2008
Boys and Girls Clubs of America March 2007 - May 2007
Skills
Project Management, Recruiting, Teamwork, Team Leadership, System Administration, PowerPoint, Administration, Interviews, Analysis, Training, Research, Multitasker, Coordination, Social Media, Statistics, Social Networking, Onboarding, College Recruiting, Organizing, Proactive, Attention To Detail, Sourcing, Coordinating
Education
University of California, Santa Cruz 2007 — 2011
BS, Ecology and Evolutionary Biology
TravelNet Solutions August 2014 - July 2015
Thomson Reuters 2011 - 2014
Ameriprise Financial Services, Inc. 2009 - 2010
Ameriprise Financial Services, Inc. 2008 - 2009
Ameriprise Financial Services, Inc. 2006 - 2007
Ameriprise Financial Services, Inc. 2004 - 2006
Commonwealth Financial Network 1998 - 2003
Skills
Business Development, Marketing, Strategic Financial..., Management, Forecasting, Investments, Sales Operations, Insurance, Financial Advisory, Coaching, Business Development..., Negotiation, Sales, Legal Research, Strategy, CRM, Financial Planning, Retirement Planning, Leadership, Finance
Education
University of Minnesota-Twin Cities
BA, Economics
Our Lady of Grace
USI Consulting Group July 2014 - Present
Derby & Company, Inc. 2010 - 2013
Commonwealth Financial Network 2006 - 2010
Charles Schwab 2003 - 2006
Fidelity Investments 1998 - 2003
Skills
Retirement, Investment Products, Financial Planning, Employee Benefits, Customer Relations, Investment Strategies, Pensions, Asset Allocation, Mutual Funds, Retirement Planning, ERISA, Investment Advisory, Relationship Management, Customer Service, Customer Retention, Cross Selling, Investments
Education
University of Maine
BA, Mathematics
Dunham & Associates May 2014 - Present
Commonwealth Financial Network November 2012 - May 2014
Fidelity Investments August 2011 - October 2012
Apple Inc. January 2010 - July 2011
UBS Financial Services Inc July 2009 - July 2011
Skills
Spanish, Korean, Microsoft Office, Financial Analysis, Investments, Money Management, Public Speaking, Leadership, Strategic Planning, Data Analysis, Microsoft Excel, Market Research, PowerPoint, Financial Modeling, Access
Education
University of California, San Diego 2007 — 2011
Economics, Economics
Commonwealth Financial Network January 2010 - Present
BNY Mellon April 2009 - October 2009
BNY Mellon April 2007 - March 2009
Skills
Retirement Planning, Retirement Plan..., Investment Advisory, Fiduciary Services, Asset Allocation, Estate Planning, Saving for Education
Education
University of Colorado at Boulder 1996 — 2000
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network June 2013 - June 2015
USI Securities, Inc. April 2010 - June 2013
The Hartford January 2007 - October 2007
Education
The University of Connecticut
Bachelor's degree
UC Davis July 2015 - Present
UC Davis September 2014 - June 2015
Commonwealth Financial Network June 2014 - August 2014
Piatti Ristorante March 2013 - September 2013
Body Evolution Chiropractic & Fitness May 2013 - June 2013
Rita Okrent's Beads for Collectors & Designers September 2011 - June 2013
Self-Employed Tutor August 2011 - June 2013
Skills
Open Table, Discovery Accelerator, CPR Certified, AED Certified, First Aid Certified, Supervisory Skills, Supervisory Management
Education
University of California, Davis 2013 — 2017
Bachelor of Arts (B.A.), International Relations; Religious Studies
High Tech High Media Arts 2009 — 2013
High School Diploma
DST Systems March 2015 - Present
Hanson McClain Advisors November 2014 - March 2015
WBB Securities January 2011 - February 2014
Commonwealth Financial Network January 2006 - January 2011
LPL November 2004 - December 2006
LPL Financial ( Linsco/Private Ledger ) 2004 - 2006
TD Waterhouse March 2004 - November 2004
Charles Schwab 1999 - 2004
Lloyd Wade Securities 1997 - 1998
Skills
Compliance, Securities, Series 7, FINRA, Mutual Funds, Series 24, Series 63, Investments, Investment Advisory, Financial Risk, Uniform Combined State..., Strategic Financial..., Risk Management, Asset Managment, Equities, Wealth Management, Portfolio Management, Series 66, Series 53, Series 55, Life, Health and..., Banking, Management, Trading, Alternative Investments, Finance, Financial Advisory, Fixed Income, Investment Banking, Asset Management, Financial Services
Education
Wine and Spirits Education Trust 2010 — 2010
Level 2, Intermediate, Wine and Spirits
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
BS, Business Management
Poway High 1987 — 1991
High school
Financial Security Planning Services, Inc. December 1992 - Present
Commonwealth Financial Network December 1992 - Present
Skills
Insurance, Investment Properties, Strategic Financial..., Investments, Investment Management, Financial Advisory, Wealth Management, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, General Insurance, Investment Advisory, Investment Strategies, Alternative Investments, Retirement Planning, Qualified Retirement..., Retirement Plan..., Strategic Planning, Customer Service
Education
Fi360 - AIF® 2010 — 2010
Accedited Investment Fiduciary (AIF®), Fiduciary Responsibility, Earned Designation
University of San Francisco 1984 — 1987
Doctor of Law (JD), School of Law, Graduate
University of California, Berkeley 1977 — 1981
Bachelor of Arts Degree, American History (United States)
SupraMed July 2014 - Present
Humana - nLiven Systems May 2013 - July 2014
NextHomeTech (Startup - Part time) September 2012 - May 2014
Commonwealth Financial Network 2011 - 2011
Skills
C#, ASP.NET, AngularJs, CSS, JavaScript, C, jQuery, C++, Java, SQL, Visual Studio, Microsoft SQL Server, Sony Vegas Video
Education
University of California, San Diego
BS, Computer Science
Cornerstone Financial Group November 2006 - Present
Commonwealth Financial Network 2006 - 2015
Lincoln Financial Advisors/Cigna Financial Advisors August 1991 - November 2006
Fidelity Investments October 1987 - July 1991
Skills
Strategic Financial..., Investment Advisory..., Portfolio Management, Estate Planning, Wealth Accumulation..., High Net Worth..., Closely Held - Family..., Retirement Income..., Charitable Gift Planning
Education
University of Cincinnati 1983 — 1986
Bachelor of Arts (B.A.), Economics
St. Francis College 1982 — 1983
Business Administration and Management, General
Commonwealth Financial Network 2015 - Present
51 Wharf Restaurant and Lounge May 2014 - August 2014
Davis Center - Harvard University April 2014 - April 2014
St. Paul Intercultural Institute August 2009 - August 2013
PS Results July 2013 - July 2013
Chez-Arnaud French Bakery May 2011 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Presentations, Internet, Russian, Russian History, Russian politics, French, International Relations, International Policy, International Trade, Travel Planning, Geography, Japanese culture, European Union, European politics, European History, Linguistics, Customer Service, Food Industry, Chinese politics, Chinese Foreign Policy, Foreign Policy, U.S. foreign policy, Report Writing
Education
Université Toulouse 1 Capitole 2014 — 2015
Master's degree, European and International Law
Wheaton College (MA) 2010 — 2014
Bachelor of Arts (BA), International Relations and Affairs
Minnesota School of Bartending 2013 — 2013
Certified Bartender, Mixology
Clarendon Wealth Management November 2011 - Present
Commonwealth Financial Network January 2007 - November 2011
Ameriprise Financial Services, Inc. November 1998 - December 2006
Skills
Personal Financial..., Retirement Planning, Investment Management, College Education..., Estate Planning, Life Insurance, Long-term Care, Disability Insurance
Education
University of Richmond - Robins School of Business 1994 — 1998
Bachelor of Science (BS), Finance and Marketing
LVR
Commonwealth Financial Network July 2014 - Present
Benjamin Martin Frames March 2014 - July 2014
Johnson & Wales University September 2011 - March 2014
Massachusetts Service Alliance August 2010 - September 2011
Massachusetts Campus Compact July 2009 - July 2010
Center for Marketing Research September 2008 - June 2009
DePuy Orthopedics January 2008 - August 2008
Education
University of Massachusetts Dartmouth 2008 — 2009
Master of Business Administration, Marketing
University of Massachusetts Dartmouth 2004 — 2008
Bachelor of Science, Marketing
Coretelligent April 2013 - Present
JMK Systems Solutions April 2012 - April 2013
Commonwealth Financial Network July 2011 - April 2012
TEK Systems January 2011 - July 2011
Ropes & Gray LLP May 2010 - January 2011
Skills
Active Directory, DNS, Microsoft Exchange, Servers, Networking, Windows 7, VPN, Technical Support, Troubleshooting, Hardware, Computer Hardware, Firewalls, Cloud Computing, Security, Software Installation, Switches, Blackberry Enterprise..., Routers, Laptops, System Deployment
Education
University of Massachusetts, Amherst 2007 — 2011
BA, Information Technology, Philosophy
Cohen & Steers March 2013 - Present
Bennett Funds November 2012 - March 2013
Turner Investment Partners October 2009 - November 2012
Genworth January 2007 - February 2009
John Hancock 2005 - 2007
Commonwealth Financial Network October 2004 - October 2005
Skills
Series 7, Series 65, Mutual Funds, Hedge Funds, Public Speaking, Alternative Investments, REIT, MLP, Consultative Approach, RIAs, CIMA, Asset Management, Fixed Income, Asset Allocation, Investment Advisory, Separately Managed..., Series 63, Securities, Banking, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Financial Advisory, Strategic Financial..., ETFs, Equities, Fixed Annuities, Series 24, Investments, FINRA, 401k, Relationship Management, Portfolio Management
Education
University of Massachusetts, Amherst 2000 — 2003
Bachelor of Arts (B.A.), Economics
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network March 2015 - Present
Brightcove April 2013 - March 2015
Bright Horizons June 2012 - April 2013
Bright Horizons January 2011 - June 2012
Bright Horizons April 2010 - January 2011
Scahill Consulting August 2005 - April 2010
Symphony IRI Group April 2007 - February 2009
Lavazza d.b.a. Premium Espresso May 2001 - August 2005
General Media December 1999 - May 2001
Skills
Project Management, Process Improvement, Six Sigma, Lean Operations, Quality Assurance, Change Management, Management, Full SDLC, DMAIC, FMEA, Root Cause Analysis, IT Outsourcing, Offshore Outsourcing, Third Party Vendor..., Management Consulting, Contract Negotiation, Resource Management, Strategic Planning, Cross-functional Team..., SharePoint, CRM, Data Analysis, Business Intelligence, Marketing, Start-ups, Team Building, Budgets, Strategy, Human Resources, Agile Methodologies, Agile Project Management, Agile Testing, TQM, Mentoring, Team Management, team, Outsourcing, Training, Software Documentation, Analysis, Business Process, Integration, Testing, Databases, Access, Consulting, Business Process..., Leadership, Vendor Management, Coaching
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelors of Arts, Business
Villanova University
Master Certificate Software Testing, Software testing
Commonwealth Financial Network October 2012 - Present
Self employed April 2005 - Present
MetLife 2000 - 2005
American Express Financial Advisors 1986 - 2000
Skills
Strategic Planning, Financial Advisory, Insurance, Investments, People Development, Creative Writing, Estate Planning, Retirement Planning, Succession Planning, Staff Development, College Education..., Marketing Plan Creation, New Business Development, Growth Strategies, Yoga, Leadership Development, Situational Leadership, Readiness Assessments, Fixed Annuities, Variable Annuities, Public Speaking, Compliance Supervision, Business Planning, Non-profits, Marketing, Wealth Management..., Nonprofits, Coaching, Strategic Financial...
Education
Simmons Graduate School of Management
Master of Business Administration (M.B.A.)
University of Michigan
Master of Arts (MA), American/United States Studies/Civilization
University of Massachusetts Boston
Bachelor of Arts (B.A.), English
Netage Solutions July 2014 - Present
Commonwealth Financial Network April 2014 - June 2014
LogMeIn June 2013 - March 2014
Advent Software January 2012 - March 2013
Advent Software January 2010 - December 2011
Advent Software January 2009 - December 2009
Tamale Software (acquired by Advent) January 2006 - December 2008
Tamale Software (acquired by Advent) June 2004 - December 2005
Skills
SaaS, Enterprise Software, Cross-functional Team..., Strategy, Product Marketing, Product Management, Business Development, Start-ups, Management, Project Management, Product Development
Education
Tufts University 2000 — 2004
Bachelor of Science, Bachelor of Science in Computer Science
Salem High School (Mass) 1996 — 2000
Commonwealth Financial Network April 2014 - Present
Bank of America July 2010 - March 2014
Bank of America May 2009 - July 2010
Bank of America October 2008 - May 2009
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), Economics
Eaton Vance November 2012 - Present
Commonwealth Financial Network January 2012 - November 2012
Skills
Insurance, Financial Planning, Mutual Funds, Microsoft Office, Series 7, Asset Allocation, Series 66, Financial Advisory, Series 63, Uniform Combined State..., Strategic Financial..., Series 6, Investments, Investment Advisory, Securities, FINRA, Alternative Investments
Education
University of Rhode Island - College of Business Administration 2006 — 2010
Bachelors, Finance
New England Investment & Retirement Group, Inc. May 2011 - Present
Commonwealth Financial Network March 2000 - May 2011
Education
University of Massachusetts, Amherst 1994 — 1998
Econ
Commonwealth Financial Network September 2015 - Present
Commonwealth Financial Network November 2013 - Present
Commonwealth Financial Network May 2009 - November 2013
Commonwealth Financial Network September 2006 - November 2009
Commonwealth Financial Network March 2006 - September 2006
Commonwealth Financial Network April 2001 - March 2006
Commonwealth Financial Network February 2000 - April 2001
Skills
Training & Development, E-learning, Brokerage Operations, Brokers, Employee Training, E-Learning, Retirement Planning, Coaching, Series 6, PowerPoint, Leadership Development, Wealth Management, Human Resources, Staff Development, Training, Series 24, FINRA
Education
University of Massachusetts, Amherst 1989 — 1992
Political Science, Economics
Commonwealth Financial Network January 2014 - September 2015
Northgate Software, Inc. January 2004 - January 2014
Wolters Kluwer UpToDate October 2012 - December 2013
Registry of Motor Vehicles March 2009 - October 2012
Consulting Software Engineer October 2007 - February 2009
CompuCyte Corp July 2006 - September 2007
TransForm Pharmaceuticals July 2005 - April 2006
Consulting Software Engineer February 2004 - July 2005
Northgate Software September 2002 - April 2004
Rachis Corp 2000 - 2002
Skills
Agile Methodologies, C++, C#, Software Development, XML, .NET, Microsoft SQL Server, Web Services, SQL, WCF, Oracle, ASP.NET, AJAX, Unix, Distributed Systems, Software Design, Databases
Education
University of Massachusetts Lowell 2005 — 2007
Coursework toward MS, Computer Science, Bioinformatics and cheminformatics
University of Massachusetts Boston 1981 — 1985
BA, Mathematics and Computer Science
Commonwealth Financial Network February 2015 - Present
Boston Red Sox April 2007 - Present
New York Life Insurance Company October 2014 - December 2014
Bay Sox Baseball Team April 2013 - August 2013
Skills
Microsoft Office, Process Improvement, Customer Experience, Customer Service, Leadership, Sales, Management, Research, Teamwork, Social Media, Public Speaking
Education
University of Massachusetts Dartmouth 2009 — 2014
Bachelor's degree, Operations Management
Trinity Catholic High School 2005 — 2009
Anderson Financial Network April 2004 - Present
Commonwealth Financial Network April 2004 - Present
National Broker / Dealers October 1974 - April 2004
Skills
Financial Advisor for..., Strategic Financial..., Retirement Planning, Retirement Income..., Securities, Finance, Series 7, Financial Services
Education
University of Kentucky 1963 — 1966
Bachelor's Degree, English and History
Commonwealth Financial Network June 2014 - Present
Commonwealth Financial Network July 2009 - June 2014
Solar Turbines November 2006 - July 2009
MILVETS Systems Technology, Inc. January 2006 - December 2006
Skills
Active Directory, Networking, Technical Support, Customer Service, Troubleshooting, Windows 7, Computer Hardware, VPN, Windows XP, Microsoft Exchange, Help Desk Support, Firewalls, Operating Systems, Laptops, Printers, Hardware, Routers, Symantec Endpoint..., SAN, Lotus Notes, Windows, Dell Computers, Desktop Computers
Education
United Education Institute-Huntington Park Campus
Computer Systems Technician
Commonwealth Financial Network August 2014 - Present
Cambridge Innovation Center January 2013 - August 2014
UMass Amherst - Schnell Lab September 2011 - September 2012
UMass Amherst - Mager Lab June 2010 - August 2011
UMass Amherst - Student Union Craft Center October 2006 - May 2011
Skills
Network Security, Network Design, Computer Networking, Active Directory, Windows, Microsoft CRM, On the Job Training, Research, Technical Presentations, PCR, Molecular Cloning, Molecular Biology, Molecular & Cellular..., Agarose Gel..., Western Blotting, Cell Culture, Fluorescence Microscopy, Biofuels, Protein Expression, RT-PCR, Mammalian Cell Culture, RNA isolation, SDS-PAGE, Transfection, Affinity Chromatography, Protein Purification, Screen Printing, Photography, Music Production
Education
University of Massachusetts, Amherst 2006 — 2011
BS, Biochemistry and Molecular Biology
CNL Securities Corp. August 2015 - Present
Commonwealth Financial Network December 2014 - July 2015
Commonwealth Financial Network December 2012 - December 2014
Centinel Financial Group, LLC July 2011 - December 2012
Colonial Life January 2010 - June 2011
Farmers Insurance October 2009 - January 2010
Town Sports International July 2006 - September 2009
Fitcorp June 2005 - July 2006
Fitcorp June 2004 - June 2005
Skills
Fitness, Wellness, Personal Training, Customer Service, Sales, Employee Benefits, Teaching, Wellness Coaching, Sports, Nutrition, Insurance, Coaching, Strength Training, Marketing, Public Speaking, Fitness Training, Corporations, Social Networking
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Exercise Science
Hafele America July 2013 - Present
Consigli Construction June 2012 - April 2013
Appleton Renovations Inc. May 2010 - June 2012
Noble Home Improvements April 2009 - June 2012
Dana-Farber Cancer Institute October 2007 - November 2008
BFS Associates 2007 - 2007
Commonwealth Financial Network 2006 - 2007
Skills
Outlook, Talent Acquisition, Customer Service, Performance Management, Microsoft Office, PowerPoint, Strategic Planning, Project Planning, Recruiting, Time Management, Contract Management, Process Scheduler, Contract Negotiation, Sales Operations
Education
Wentworth Institute of Technology 2011 — 2013
Master of Science in Construction Management, Construction Managment
University of Massachusetts Boston 1999 — 2004
BS, Business Management
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2013 - Present
Raytheon Company July 2011 - March 2013
Commonwealth Financial Network October 2005 - October 2012
Raytheon June 2002 - October 2005
Raytheon 2002 - 2004
Skills
Internal Audit, Sarbanes-Oxley Act, SAP, Leadership, Process Improvement, Finance
Education
University of New Hampshire 1996 — 2000
University of New Hampshire -- Peter T. Paul College of Business and Economics 1996 — 2000
BS, Business Administration, Accounting
Signator Investors, Inc. July 2013 - Present
Commonwealth Financial Network November 2010 - July 2013
Commonwealth Financial Network April 2008 - November 2010
Commonwealth Financial Network May 2007 - April 2008
Commonwealth Financial Network November 2005 - May 2007
Ocean Edge Resort & Club, Brewster, MA 2003 - 2005
Skills
FINRA, Securities Regulation, Broker/Dealer Compliance, Investment Advisers Act, NASD, Investment Adviser..., Social Media Compliance, French to English, English to French, Broker-Dealer Compliance, Advertising, Securities, Employee Training, Written & Oral..., Project Management, Series 7, Investments
Education
University of Delaware 2001 — 2005
BA, French Language & Literature
Nauset Regional High School 1997 — 2001
Cape Cod Lighthouse Charter School 1995 — 1997
Planet Fitness January 2014 - May 2014
LVM Global January 2012 - January 2014
LGS Financial: Wealth Management LLC September 2010 - June 2011
Commonwealth Financial Network September 2010 - June 2011
Connecticut Center for Survey Research & Analysis August 2008 - December 2009
Amazon.com / SMX April 2008 - August 2008
Skills
Portfolio Management, Financial Advisory, Analysis, Financial Analysis, Wealth Management, Equity Research, Strategic Financial..., Financial Modeling, Financial Markets, SQL, Linux, Cash Flow Forecasting, Client, Hedge Funds, Financial Advising, Corporate Finance, Negotiation, Logic, International Economics, Economic Forecasting, Market Analysis, Investment Management, Risk Assessment, Microsoft Excel, Business Analysis, Account Management, Capital Markets, Econometric Modeling, Tactical Asset..., Quantitative Analysis, Technical Analysis, Financial Planning, Agent-based Modeling, Financial Reporting, Oscillators, Data Analysis, Investment Banking, Debt Structuring, SEC filings, Foreign Exchange..., Global Strategy, Monetary Policy, Client 360, Morningstar, MS Office Suite, Stata, Supplemental Health, Credit Analysis, Investments, Finance
Education
The University of Connecticut 2008 — 2011
Bachelor of Arts (BA) [CUM LAUDE], Applied Economics, 3.8
Ludwig Von Mises Institute
Independent Research, Understanding Past the Models: Business Cycle Analysis
Commonwealth Financial Network August 2011 - Present
Commonwealth Financial Network February 2011 - August 2011
DST Global Solutions June 2008 - March 2010
Phillips Academy July 2001 - July 2006
Skills
Business Analysis, Data Analysis, Project Management, Microsoft Office, SQL, Analysis, Microsoft Excel, Access, Visio, Training, PowerPoint, Customer Service, Management, Microsoft Word, Research, Budgets, Event Planning, Program Management, Time Management, Social Media, Leadership, Team Leadership
Education
University of Massachusetts Lowell 2004 — 2008
Bachelors, Business Administration - Marketing, Management
Brooks School 2000 — 2004
High School, High School/Secondary Diplomas and Certificates
Edelman Financial Services May 2015 - Present
Commonwealth Financial Network March 2013 - April 2015
Lincoln Financial Group May 2012 - March 2013
Skills
Investments, Series 63, Customer Service, Retirement, Securities
Education
University of New Hampshire 2009 — 2011
Business management
Concord high school
Peterson Wealth Advisors July 2005 - Present
Commonwealth Financial Network August 2011 - Present
Peterson Wealth Advisors 2001 - 2015
Integrated Financial Group January 2009 - July 2011
Securities America, Inc. / Securities America Advisors, Inc. July 2001 - July 2011
Heim & Young Securities, Inc./Heim & Young Advisors, Inc. January 1996 - July 2001
Securities America, Inc./Heim & Young Advisors, Inc. October 1991 - December 1995
American Express Financial Advisors, Inc. August 1985 - October 1991
Skills
Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Planning, 401(k) and Retirement..., Risk Management, Investments, Securities, Financial Services, Finance
Education
Augustana College 1982 — 1983
BS, Business Administration
University of Illinois at Urbana-Champaign 1970 — 1974
Bachelor's degree, Business
Sheridan Capital Advisory June 2014 - Present
Citi June 2013 - June 2014
University of Miami August 2009 - May 2013
University of Miami Student Managed Investment Fund August 2012 - December 2012
American Executive Search Consultants July 2012 - October 2012
Citi June 2012 - August 2012
Commonwealth Financial Network May 2011 - August 2011
TradeSmart University November 2010 - July 2011
Platinum Wealth Partners Inc January 2011 - May 2011
University of MiamiFall 2010 August 2010 - December 2010
Skills
Microsoft Office, Professional Networking, Analysis, Investments, PowerPoint, Excel, Word, Equities, Management, Portfolio Management, Leadership, Valuation, Marketing, Finance, Microsoft Excel, Business Networking, Financial Modeling, Microsoft Word, Financial Analysis
Education
University of Miami 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
University of Miami 2009 — 2013
BBA, Finance and Economics
Gupta Wealth Management January 2015 - Present
Altegris Investments October 2013 - December 2014
Commonwealth Financial Network February 2011 - February 2013
Commonwealth Financial Network August 2010 - January 2011
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Business Administration
University of New Hampshire - Whittemore School of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
Compass Financial Solutions May 2003 - Present
Corning Financial Solutions April 2006 - Present
Commonwealth Financial Network 2005 - Present
Corning Lacrosse Alumni Association January 2007 - Present
Sansom and 39th Streets Corp. January 2000 - June 2003
Skills
Wealth Management, Retirement Planning, Investments, Retirement, Financial Planning, Securities, Insurance, Asset Management, Estate Planning, Mutual Funds, Equities, Portfolio Management, Pensions, Asset Allocation, Investment Advisory, Annuities, Alternative Investments, 401k, 401k Rollovers
Education
University of Pennsylvania 1996 — 2000
BA Major Political Science:, Political Science, History, International Economy
Corning-Painted Post East High School 1992 — 1996
Highschool Diploma
- February 2009 - August 2009
Delta Partners LLC October 2003 - June 2007
Boston Stock Exchange / Stone Securities September 2003 - October 2004
Firefly Capital July 2002 - October 2003
Tucker Anthony 1999 - 2001
Commonwealth Financial Network 1997 - 1999
Skills
Trading, Equities, Hedge Funds, Commodities, Trading Systems, Currency, Asset Management, Capital Markets, Investments, Derivatives, Securities, Risk Management, Compliance, Options, Bloomberg, Technical Analysis, Financial Analysis, ETFs, Electronic Trading, Financial Markets, Excel, Investment Strategies, Microsoft Office, Hedging, Commodity, Institutional, Order Management, Arbitrage, Liquidity, Equity Trading, Trading Strategies, Equity Derivatives, Alternative Investments, Stocks, Swaps, Emerging Markets, Microsoft Excel, Mutual Funds, Foreign Exchange
Education
CFA Institute 2008 — 2009
University of Connecticut 1989 — 1993
B.A.
American Institute of Banking
University of Connecticut
Ropes & Gray LLP July 2009 - Present
Longo Solutions, LLC January 2008 - July 2009
ING US Financial Services July 2003 - June 2007
Commonwealth Financial Network December 2000 - July 2003
Keane June 1999 - February 2000
Putnam Investments July 1996 - June 1999
Keane, Inc July 1989 - July 1996
Skills
Data Warehousing, Program Management, Business Intelligence, Project Management, CRM, Strategy, Business Process, Change Management, Strategic Partnerships, Analysis, Management, Leadership, Business Development, Consulting, Project Planning, Data Analysis, Management Consulting, Information Technology, SDLC, E-commerce, Business Analysis, Vendor Management
Education
University of Rhode Island - College of Business Administration 1986 — 1989
Bachelor of Science (B.S.), Management Information Systems
University of Rhode Island 1985 — 1989
B.S., Management Information Systems
Commonwealth Financial Network May 2014 - Present
Sage Data Security, LLC July 2013 - March 2014
Towerwall, Inc. 2011 - 2013
Bose Corporation January 2005 - February 2011
Ralph D. Loftin & Associates June 1996 - March 2005
Lotus Development April 1989 - June 1996
Skills
Information Security..., Business Analysis, Business Process..., Workshop Facilitation, Training, Security, Business Planning, Communication, Team Facilitation, Program Management, Business Process, Computer Security, Data Security, Information Security, HIPAA, Vulnerability Assessment, CISSP, Risk Assessment, Data Privacy, PCI DSS, Governance, Risk Management, Security Awareness, ISO 27001, Management, Integration, Consulting, Vendor Management
Education
University of Minnesota-Twin Cities
B.S., Business Administration and Management, General, With Distinction
B2BGateway.Net August 2014 - Present
Commonwealth Financial Network July 2011 - August 2011
DeWAL Industries, Inc. May 2007 - March 2010
Skills
ERP, Troubleshooting, Networking, Technical Support, Hardware
Education
University of Rhode Island 2007 — 2010
Computer Science
University of Connecticut 2006 — 2007
Computer Science
Johnson Search Group August 2014 - Present
Innovis September 2012 - August 2014
Grinkmeyer and Leonard Wealth Management February 2009 - September 2012
Commonwealth Financial Network February 2009 - September 2012
Merrill Lynch September 2007 - December 2008
Smith Barney March 2004 - September 2007
Skills
Finance, Strategic Financial..., Investments, Portfolio Management, Banking, Recruiting, Qualified Retirement..., Risk Management, Financial Services, Sales, Executive Sourcing, Retirement Plan..., Wealth Management, Fiduciary Services, Executive Search, Financial Planners, Financial Analysis, Credit, Sales Management, Financial Advisory, Leadership, Building Relationships, Strategic Consulting, Strategic Planning, Executive Sales..., Regulatory Guidelines, Compliance, Credit Unions, Interviews, Quantitative Risk..., Credit Risk, Enterprise Risk..., Quantitative Models, Statistical Modeling, Capital Markets, Asset Management, Talent Acquisition, CCAR, Econometrics, Vetting, IT Recruitment, Financial Modeling, Basel III, Data Analysis, Model Development, Model Validation, Financial Planning, Retirement Planning
Education
University of Alabama at Birmingham 1994 — 1996
Masters, Public Health Education and Promotion, 4.0
University of Alabama 1989 — 1993
Bachelor's, Sports Fitness Management
Wells Fargo April 2015 - Present
Commonwealth Financial Network February 2014 - April 2015
Healthways May 2013 - January 2014
Cegedim June 2012 - May 2013
Astea International Inc August 2010 - June 2012
SSD Technology Partners September 2005 - July 2010
Expert Solutions Inc February 2005 - August 2005
Foamex International Inc February 2004 - December 2004
Skills
Microsoft SQL Server, VB.NET, JavaScript, C#, C++, ASP.NET, XML, Databases, SQL, Web Services, Oracle, Visual Studio, Agile Methodologies, SDLC, .NET, Microsoft Office, Mobile Applications, Database Design, HTML, JScript, XSLT, IIS, C, MySQL, Software Project..., Software Design, Visual Basic, SOAP, Web Applications, WiX, TFS, ADO.NET, ASP, Software Development, Web Development, Agile Project Management, CSS, WinForms, Powershell, AJAX, MVVM, Knockout js, JSON, OOP, Business Objects, Web API, Requirements Analysis, Testing with Mock..., MicroTemplates
Education
Widener University 2002 — 2004
MS, Computer and Software Engineering
University of Pune 1995 — 1999
BE, Computer Engineering
Saint John's School 1993 — 1995
Commonwealth Financial Network March 2012 - Present
First Allied Securities September 2009 - March 2012
LPL Financial June 2005 - September 2009
Education
University of California, San Diego 2000 — 2004
Bachelor’s Degree, Psychology
Commonwealth Financial Network April 2009 - Present
Commonwealth Financial Network June 2006 - April 2009
Commonwealth Financial Network October 2000 - June 2006
Commonwealth Financial Network February 1999 - October 2000
Commonwealth Financial Network February 1998 - February 1999
Boston Equiserve 1995 - 1998
Skills
Risk Management, Business Analysis, Trading, Process Improvement, Public Speaking, Training & Development, Project Management, Securities Regulation, Securities processing, Call Center, Operations, Operations Management, Customer Service, Security Clearance, Securities, Investment Advisory..., Advisory Fee Billing, Registered Investment..., Financial Services, Business Process..., Program Management, Management, Mutual Funds, Business Strategy, New Business Development, Requirements Analysis, Requirements Gathering, Team Building, Cross-functional Team..., Wealth Management..., Options, Back Office, Asset Management, Wealth Management, Investment Advisory, Strategic Planning, Business Process, Integration, Investments, Series 24, Leadership, Financial Advisory
Education
University of Massachusetts Boston 1992 — 1995
BA, Economics/Political Science Concentration Government Finance and Public Policy
Commonwealth Financial Network March 2015 - Present
Commonwealth Financial Network March 2013 - March 2015
Shepherd & Goldstein LLP May 2011 - February 2013
Skills
Social Media, Direct Marketing, Marketing Strategy, Email Marketing, Marketing, Marketing Communications, Social Media Marketing, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor's degree, Political Science and Government
Commonwealth Financial Network July 2011 - Present
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Political Science and Government
University of Colorado at Boulder 2007 — 2011
Bachelor Arts and Science, Political Science and Economics
Commonwealth Financial Network June 2014 - Present
Everett Police Department January 2014 - June 2014
Lowell Municipal Employees Federal Credit Union December 2012 - April 2014
University of Massachusetts Lowell September 2012 - December 2013
The Patriot Financial Group May 2012 - September 2012
DSW August 2009 - June 2012
Skills
PowerPoint, Customer Service, Research, Social Media, English, Microsoft Excel, Microsoft Word, Teamwork, Photoshop, Public Speaking, HTML, SPSS, GIS, Nonprofits
Education
University of Massachusetts at Lowell 2012 — 2013
Master's degree, Criminal Justice and Criminology, 3.8
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice, 3.6
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (BS), Psychology, 3.6
Commonwealth Financial Network September 2005 - Present
Wellness For Life 2008 - January 2012
Relish Inc February 2002 - May 2005
Skills
Management, Human Resources, Program Management, Lifestyle, Project Planning, Marketing, Event Planning, Social Media, Customer Service, Public Speaking, Strategic Planning, Social Media Marketing
Education
University of Arizona 1991 — 1995
Bachelor of Arts (BA), Marketing
Commonwealth Financial Network May 2013 - Present
Bonebrake Financial Planning & Wealth Management September 1998 - Present
Bonebrake Financial Planning August 1998 - Present
United States Navy April 1982 - May 1989
Skills
Financial Planning, Investments, 401k, Craftsman Quality..., Asset Allocation, Finance, Management, Public Speaking, Retirement Planning, Portfolio Management, Strategic Planning, Small Business, Investment Management, Team Building, Wealth Management
Education
The American College 2000 — 2004
CFP(R) Certification Curriculum, CFP(R) Certification Curriculum
University of Oregon 1990 — 1995
Bachelor of Science, General Science
Cabral Advisors, LLC April 2014 - Present
Raymond James Financial Inc. October 2012 - April 2014
Commonwealth Financial Network 2007 - October 2012
Locke Liddell & Sapp LLP 2006 - 2006
Howrey LLP 2001 - 2006
Winstead 1999 - 2001
Skills
Commercial Litigation, Series 7, Litigation, Civil Litigation, Trials, Legal Advice, Legal Research, Trademarks, Patent Litigation, Litigation Support, Sales, Westlaw, Legal Writing, Patents, Intellectual Property, Investments, Customer Service, Document Review, Appeals, Courts, Product Liability, Arbitration, Trade Secrets, Licensing
Education
University of Houston
Undergraduate courses
Harris County Comm College
Undergraduate courses
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Azimuth Wealth Management, Inc. 2008 - Present
Commonwealth Financial Network 2006 - 2008
Goldman Sachs 2005 - 2006
PwC 2004 - 2004
Skills
Investments, Retirement Planning, Retirement, Estate Planning, Financial Advisory, Securities, Risk Management, Financial Services, Financial Planners, Finance, FINRA, Wealth Management..., Personal Finance, Wealth Accumulation, Wealth Management, Mutual Funds, Series 7, Strategic Financial..., Asset Management, Financial Analysis, Portfolio Management
Education
University of Notre Dame
Bachelor, Accountancy
University of Massachusetts 2014 - Present
Commonwealth Financial Network 2014 - 2014
Ericsson August 2012 - 2013
Honeywell Private Limited May 2011 - July 2011
Skills
Asset Management, Finance, Financial Reporting, Financial Analysis, Research, Wealth Management, Stock Market Analysis, Financial Modeling, Financial Forecasting, Investment Strategies, Global Economics, Microsoft Excel, Return on Investment..., Client Relations, Communication, Organizational Needs..., Organizational..., Reporting & Analysis, Financial Accounting, Mutual Funds, Hedge Funds, Outlook, PowerPoint, Microsoft Office, Trend Forecasting, Revenue Forecasting, Windows, Technical Writing, Market Research, Market Analysis, Mergers & Acquisitions, Statistical Data..., C++, Operations Management, Lean Management, Six Sigma, Lean Six Sigma, Organization Skills, HTML, Report Writing, Strategy Implementation, Problem Solving, Problem Analysis, Management, SQL, SPSS
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Finance, 3.86
Mody Institute of Technology & Science 2008 — 2012
Bachelor's Degree, Electrical, Electronics and Communications Engineering
Market Metrics July 2015 - Present
Tufts English Department September 2013 - May 2015
The Tufts Daily January 2013 - May 2015
Commonwealth Financial Network May 2014 - August 2014
Dover-Sherborn Town Athletics April 2014 - June 2014
AmeriCorps Jumpstart Corps September 2011 - August 2013
Through the Fence Baseball July 2011 - July 2013
Dover Parks and Recreation April 2009 - June 2013
Massachusetts Horticultural Society June 2012 - August 2012
Skills
English, Sports Writing, Blogging, Microsoft Excel, Spanish, Microsoft Office, Statistics, Writing, Social Media, Baseball, PowerPoint, Data Analysis, Editing, Economics, Stata, Teaching, American History, Creative Writing, Military History, Basketball, Athletics, Proofreading, SharePoint, Microsoft Word, WordPress, Education, SnagIt, Journalism, Online Journalism, Digital Journalism, Project Management, Close Attention to..., Baking, Experian Hitwise, DNB, Customer Service, Due Diligence, Enterprise Risk..., SQL, R, Financial Services, Research, SPSS, Access
Education
Tufts University 2011 — 2015
Bachelor's degree, Economics, English, 3.47 GPA
Dover-Sherborn High School 2007 — 2011
High School Diploma, 4.57/4.80 weighted GPA
Atlanta Financial Associates, Inc. July 1992 - Present
Commonwealth Financial Network 2009 - Present
FSC Securities Corporation July 1992 - September 2009
Glass Financial Group Inc October 1987 - July 1992
Nationsbank (Bank of America) May 1983 - October 1987
Skills
Wealth Management, Financial Advisory, Retirement, Estate Planning, Mutual Funds, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Portfolio Management, Strategic Financial..., Series 7, Investments, Financial Planning, Financial Planning for..., Women in Transition
Education
University of North Carolina at Chapel Hill 1981 — 1983
Master of Business Administration (M.B.A.), Finance
The College of William and Mary 1977 — 1981
Bachelor of Arts (B.A.), English Language and Literature, General
Commonwealth Financial Network May 2013 - September 2014
Skills
Microsoft Exchange, Microsoft Technologies, IT Strategy, Active Directory, Disaster Recovery
Education
University of Massachusetts, Amherst 2012 — 2016
Canton High School 2008 — 2012
Commonwealth Financial Network December 2011 - Present
Commonwealth Financial Network November 2010 - December 2011
Commonwealth Financial Network November 2009 - November 2010
Commonwealth Financial Network November 2007 - November 2009
Putnam Investments 2005 - 2007
Skills
FINRA, Series 7, Series 63, Investments, Mutual Funds, Financial Services
Education
University of Massachusetts, Amherst 1999 — 2003
BA, History
Commonwealth Financial Network December 2002 - Present
Skills
System Administration, Cloud Computing, Private Cloud, Application Service..., Disaster Recovery, Microsoft Servers, Microsoft Server..., Microsoft Operating..., Active Directory, Microsoft CRM, Microsoft Exchange, Microsoft Cluster, File Servers, DFS, Virtualization, VMware, vSphere, Enterprise Vault, Infoblox, Nagios, VMware ESX, DNS, Technical Support, VMware vSphere, IIS, Help Desk Support, Microsoft SQL Server
Education
Dale Carnegie Training 2003 — 2003
The Dale Carnegie Course®
University of Massachusetts Dartmouth 1998 — 2002
BS, Management of Information Systems
Lincoln Park Police Department January 2014 - Present
Commonwealth Financial Network August 2013 - January 2014
Commonwealth Financial Network June 2012 - August 2012
Farm Credit East February 2012 - May 2012
Skills
Microsoft Office, Familiarity with C++,..., Amdocs Clarify, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media, Access, Research, Team Leadership, Financial Modeling, SAS, Public Speaking, Customer Service, Data Analysis, Analysis, Economics
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Natural Resource Economics
Boonton High School 2005 — 2009
Commonwealth Financial Network August 2010 - Present
Skills
Excel, Microsoft Office, Financial Planning, Insurance, Series 7, Series 66, Strategic Financial..., Retirement, Uniform Combined State..., Microsoft Excel, Retirement Planning
Education
University of Massachusetts, Amherst
xAd, Inc July 2015 - Present
xAd, Inc March 2014 - Present
Whalerock Industries May 2012 - March 2014
Whalerock Industries June 2011 - May 2012
PriceGrabber.com (an Experian Company) June 2010 - June 2011
Starwood Hotels & Resorts Worldwide, Inc.(SLS Hotel) October 2008 - June 2010
Commonwealth Financial Network May 2008 - August 2008
Skills
Sales, Marketing, Online Advertising, Advertising, Management, Strategy, Business Development, Product Management, Mobile Devices, Market Research, Digital Marketing
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business Administration, Advanced Business Law, Entrepreneurial Finance, International Marketing, Managing Cultural Diversity
LPL Financial September 2014 - Present
Girard Securities September 2011 - May 2013
Girard Securities January 2007 - September 2011
Asset Planning Solutions April 2006 - January 2007
Commonwealth Financial Network July 2001 - April 2006
Putnam Investments May 2000 - July 2001
Skills
Investment Advisory..., Product Management, Relationship Management, Product Marketing, Sales, Management, Retirement Planning, Alternative Investments, Investment Advisory, Asset Allocation, Securities, Asset Management
Education
University of Arizona 1993 — 1997
BS, Regional Development
Commonwealth Financial Network October 2015 - Present
Commonwealth Financial Network June 2014 - Present
American Diabetes Association June 2012 - August 2012
Boston Business Concepts Inc. June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Teamwork, Analysis, Sales, Team Leadership, Business Analysis, Insurance
Education
University of Vermont 2012 — 2014
Bachelor's Degree, Finance
University of Miami 2010 — 2012
Business Administration
Wilton High School, Wilton, CT 2006 — 2010
High School
Kent School, Kent, CT 2007 — 2008
Financial Industry Regulatory Authority (FINRA) September 2005 - August 2006
LPL Financial March 2004 - September 2005
Commonwealth Financial Network October 2003 - March 2004
LPL Financial April 2002 - October 2003
Commonwealth Financial Group October 2001 - April 2002
Bank One June 1997 - July 2001
Skills
Training, Finance, Investments, Auditing, Securities
Education
University of Central Oklahoma 1989 — 1998
Bachelor’s Degree, Marketing
Commonwealth Financial Network March 2013 - Present
The Princeton Review July 2012 - March 2013
AMP Agency June 2011 - July 2012
Convention Data Services December 2004 - May 2011
Skills
jQuery, CSS, HTML 5, HTML5, PHP, T-SQL, JavaScript, CSS3, Windows, CMS, WordPress, Information Architecture, Microsoft SQL Server, XML, Responsive Design, C#, .NET
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelor of Arts (BA), English Language and Literature, General
Commonwealth Financial Network October 2013 - Present
Commonwealth Financial Network February 2013 - October 2013
Commonwealth Financial Network September 2011 - February 2013
LPL July 2007 - December 2010
LPL Financial 2006 - 2007
Ameriprise Financial 2002 - 2006
American Express Financial Advisors 2001 - 2002
Education
University of Redlands 2004 — 2006
M.B.A, Finance
University of California, Santa Cruz 1999 — 2000
B.A., Business Management Economics
Commonwealth Financial Network September 2014 - Present
Commonwealth Financial Network 2006 - Present
Commonwealth Financial 2003 - September 2006
Commonwealth Financial January 2003 - June 2004
Skills
Series 7, Series 66, Series 24, Series 63, Mutual Funds, Uniform Combined State..., Retirement, Financial Advisory, Retirement Planning, 401k, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Commonwealth Financial Network August 2014 - Present
Commonwealth Financial Network September 2011 - August 2014
Commonwealth Financial Network September 2004 - September 2011
Hologic, Inc. (formerly Cytyc) May 2002 - September 2004
The Home Depot May 2001 - May 2002
Onboard Media May 1999 - May 2001
Skills
Marketing Communications, Advertising, Marketing, Direct Mail, Process Management, Project Management, Vendor Management, Corporate Communications, Project Planning, Process Improvement, Job Scheduling, Direct Marketing, Account Management, Team Management, Negotiation, Print Production Process, Budgets, Publishing, Direct Mail Campaigns, Press Checks, Magazines, Online Advertising, Email Marketing
Education
University of Florida 1995 — 1999
Commonwealth Financial Network May 2007 - Present
LPL Financial Services 2004 - 2007
Financial Profiles 2002 - 2004
Skills
Series 7, Series 63, Retirement, Fixed Annuities, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Securities, Investments, Strategic Financial..., Asset Managment, Portfolio Management, Insurance, Trading, FINRA, Series 24, Risk Management, Pensions, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
University of California, San Diego 1990 — 1995
BS, Management Science
Commonwealth Financial Network April 2012 - Present
Commonwealth Financial Network August 2009 - April 2012
Commonwealth Financial Network 2006 - August 2009
Skills
HTML, Microsoft Office, Content Management, Microsoft Excel, Microsoft Word, Customer Service, SharePoint, Usability, Usability Testing, Scrum, Web Design, User Experience Design, User Experience, Wireframes, User-centered Design
Education
University of New Hampshire 2001 — 2005
BS, Communications
The Grossman Companies, Inc December 2014 - Present
BioMed Realty Trust September 2013 - November 2014
BioMed Realty Trust October 2012 - September 2013
Commonwealth Financial Network December 2007 - August 2012
Commonwealth Financial Network December 2005 - December 2007
University of Massachusetts Amherst 2002 - 2005
Nantucket Natural Oils 2000 - 2005
Skills
Training, Customer Service, Project Management, Microsoft Office, Outlook, Team Building, Building Relationships, Management, Social Media Marketing, Communication Skills, Social Networking, Account Servicing, Team Leadership, Presentation Development, Presenting to Senior..., Customer Escalation..., Sales
Education
University of Massachusetts, Amherst 2001 — 2005
BA, Political Science, Economics
Commonwealth Financial Network November 2010 - Present
Ant Hill Marketing June 2008 - 2009
Ant Hill Marketing June 2008 - December 2008
Big Green Events June 2007 - September 2007
Education
University of Oregon 2006 — 2008
Journalism, Public Relations
University of Portland 2004 — 2005
Interpersonal Communications
Fitness Management Systems January 2005 - Present
Lendia July 2002 - September 2004
Commonwealth Financial Network September 1999 - April 2002
Skills
Personal Training, Small Business, Nonprofits, Budgets, Healthcare, Financial Reporting, Financial Accounting, Strategic Planning
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Arts (BA), Economics
Software Variations June 2013 - Present
Partners HealthCare February 2013 - Present
Commonwealth Financial Network January 2008 - May 2008
IBM March 1997 - December 2003
DEC 1979 - 1986
Digital Equipment Corporation 1979 - 1986
Skills
Microsoft SQL Server, Linux, Team Leadership, Software Development, System Administration, Troubleshooting, Databases, IT Management, Integration, Enterprise Software, Operating Systems, Software Documentation, Solaris, Virtualization, Software Engineering
Education
University of Massachusetts Boston
Bachelor of Science (BS), Mathematics & Music
Fisher Lynch Capital January 2013 - Present
State Street Alternative Investment Solutions November 2012 - January 2013
Commonwealth Financial Network October 2012 - November 2012
LP Capital Advisors January 2009 - March 2012
Cambridge Associates April 2005 - January 2009
The Hartford October 2004 - April 2005
Skills
Wall Street Prep..., Private Equity, Due Diligence, Research, Financial Analysis, Financial Modeling, Excel, Financial Reporting, Alternative Investments, Investment Strategies, Investment Management
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Economics
Commonwealth Financial Network February 1999 - Present
Work/Family Directions 1995 - 1999
Zippah Recording 1988 - 1997
The Boston Company 1987 - 1994
Skills
Business Analysis, Relational Databases, Web Development, Web Applications, IT Management, SQL Tuning, .NET, Analysis, ASP.NET, Databases, Software Development, SQL, Business Intelligence, SDLC, Agile Methodologies, Enterprise Architecture, Management, Microsoft SQL Server
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree, Economics
Commonwealth Financial Network Database ArchitectCeridianJune 2004 - May 2006
Visaer August 2001 - June 2004
Work/Family Directions 1994 - 2000
Raytheon 1986 - 1994
Education
University of Massachusetts Lowell 1981 — 1985
Commonwealth Financial Network July 2015 - Present
Bridgepoint Education May 2015 - July 2015
Ashford University November 2010 - May 2015
University of California, San Diego, Extension August 2008 - April 2010
IFIS August 2009 - October 2009
UC San Diego January 2008 - June 2008
Skills
Customer Service, Event Management, Microsoft Office, PowerPoint, Microsoft Excel, Teaching, Microsoft Word, Higher Education, Teamwork
Education
University of California, San Diego 2006 — 2010
Bachelor of Science (BS), Management Science
University of California, San Diego Extension 2009 — 2010
Advanced Specialized Certificate, Business Analyst, 160 hours of instruction
Yonsei University 2009 — 2009
Business Administration and law
Morgan Stanley July 2015 - Present
Ames Financial Services April 2014 - July 2015
Commonwealth Financial Network January 2005 - January 2014
Putnam Investments November 1995 - October 2004
Brockton Hospital 1984 - 1987
Skills
Mutual Funds, Series 7, Securities, Investments, Risk Management, Customer Service, Relationship Management, Wealth Management, Process Improvement, Microsoft Excel, Training, Data Analysis, Leadership, Series 63, Business Analysis, Project Management
Education
University of Houston
BA, Psychology
Financial Foundations, Inc June 2015 - Present
Commonwealth Financial Network September 2010 - June 2015
Commonwealth Financial Network June 2000 - December 2007
Westin Hotels and Resorts January 2000 - June 2000
Embassy Suites September 1998 - January 2000
HYATT Hotels June 1996 - September 1998
Skills
Event Management, Event Planning, Management, Marketing Communications, Relationship Management, Retirement Planning, Wealth Management, Customer Service
Education
University of Massachusetts, Amherst 1992 — 1996
Bachelor of Business Administration (BBA), Hotel, Motel, and Restaurant Management
John Hancock Investment Management Services February 2013 - Present
John Hancock Financial Network April 2007 - January 2013
Commonwealth Financial Network April 2002 - March 2007
Fidelity Investments June 1999 - April 2002
Citizens Investment Services January 1995 - June 1999
New England Securities 1991 - 1995
Skills
Investments, Management, Mutual Funds, Portfolio Management, Strategic Financial..., FINRA, Asset Allocation, Retirement Planning, Due Diligence
Education
University of New Hampshire
Bachelors of Arts, Political Science
UBS Investment Bank August 2007 - Present
UBS Investment Bank March 2009 - Present
ICAP December 2008 - February 2009
Commonwealth Financial Network January 2003 - August 2005
Skills
Credit, Trading, Fixed Income, Bloomberg, Equities, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Valuation, Investment Banking, Series 7, Corporate Finance, Alternative Investments, Portfolio Management, Financial Analysis, Bonds, Options, Financial Markets, Investments
Education
University of Notre Dame 2005 — 2007
MBA, Finance
University of Massachusetts, Amherst 1998 — 2002
BS, Finance
Boston Technologies Inc December 2012 - 2014
State Street Bank May 2012 - December 2012
Commonwealth Financial Network February 2012 - May 2012
Robert Half Resources Management April 2011 - July 2011
State Street Bank and Trust Company, State Street Global Markets December 2006 - December 2010
2005Traveled through Southeast Asia December 2006 - December 2010
Prudential Bache International Limited January 2002 - October 2005
Dryden Wealth Management Ltd July 2005 - September 2005
Bache Financial Ltd March 2004 - June 2005
Prudential Bache International Ltd January 2002 - March 2004
Skills
Travel, Photography, AML, Compliance, Series 7, Securities, Risk Management, Equities, Asset Management, FINRA, Mutual Funds, Trading, Due Diligence, Investments, Investment Banking, Series 63, Customer Relations, Capital Markets, Derivatives, Excel, Banking, Problem Solving, Analysis, Business Analysis, PowerPoint, Options, Business Strategy, Process Improvement, Team Leadership, Microsoft Office, Word, Wealth Management, FX, Financial Markets, Microsoft Excel, Financial Services, Financial Risk, FX Options
Education
Harvard UniversityBusiness 1988 — 1989
Certificate, Business Administration
University of Rochester 1976 — 1978
BS, German, Psychology, Linquistics
LPL Financial February 2004 - Present
Burns & Levinson (successor firm) June 2001 - February 2004
Commonwealth Financial Network September 2000 - June 2001
Skills
Securities Litigation, Securities Arbitration, Broker Dealer, Securities Regulation, Investment Advisory, Securities Law, Compliance, Litigation, Arbitration, FINRA, Mediation, Insurance, Civil Litigation, Securities, Broker-Dealer, Legal Writing, Series 24, Trials, Financial Services, Commercial Litigation
Education
University of California
Bachelor of Science, Business Administration and Finance
University of Maryland School of Law
Juris Doctor, Law - Securities Law
GEICO April 2015 - Present
State of Rhode Island July 2014 - February 2015
Commonwealth Financial Network February 2013 - June 2014
Curriculum Associates January 2011 - February 2013
Amtrak May 2010 - November 2010
Unilever October 2009 - March 2010
Nestle S.A. November 2006 - September 2009
FSSA (Family Social Service Administration) August 2006 - October 2006
Neha Net, Santa Clara, CA December 2005 - June 2006
Endoxy Health Care Associates March 2005 - October 2005
Skills
SQL, ASP.NET, Oracle, Microsoft SQL Server, SDLC, Software Development, Agile Methodologies, Software Project..., Scrum, JavaScript, Requirements Analysis, Web Services, XML, .NET, Databases
Education
University of Madras
Bachelor Degree, Science and Electronics
Aureus Asset Management November 2014 - Present
Putnam Investments August 2012 - October 2014
Commonwealth Financial Network September 2010 - August 2012
Merrill Lynch & Co July 2008 - August 2008
Education
University of Massachusetts 2005 — 2009
Bachelor of Science (BS), Major in Finance, Minor in IT
The University of Queensland 2008 — 2008
Study Abroad
Middlesex Financial Group March 2007 - Present
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Bank of America January 2004 - March 2007
FleetBoston Financial December 2000 - January 2004
Museum of Fine Arts, Boston May 1992 - March 1998
Westin Hotels and Resorts March 1988 - October 1991
Intercontinental Hotels 1986 - 1988
Skills
Risk Management, Mortgage Lending, AAMS-Accredited Asset..., Investments, Finance, Management, Banking, Portfolio Management, Securities, Retail Banking, Commercial Lending, Financial Analysis
Education
University of Massachusetts, Amherst 1982 — 1984
B.S., HRTA
ImmunoGen, Inc. March 2014 - Present
Fresenius Medical Care November 2010 - March 2014
Salary.com / Kenexa April 2010 - November 2010
Commonwealth Financial Network April 2006 - April 2010
MPAY Software May 2005 - March 2006
Workscape August 2001 - January 2005
Landmark Technology Partners October 2000 - May 2001
PFPC 1997 - 2000
Skills
Software Development, Quality Assurance, Testing, Systems Analysis, Software Project..., Process Engineering, Data Analysis, Production Management, Test Automation, Clinical Information..., Brokerage, Fixed Income, Insurance, Quantitative Analysis, Microsoft CRM, Healthcare, HL7, EDI, HIPAA, Benefits Administration, HRIS, Client Services, Public Speaking, SDLC, Software Documentation, Business Analysis, Databases, Test Planning, Analysis, Software Quality..., Project Management, Visio, Quantitative Analytics, Management
Education
The American College 1997 — 1998
AIAF, Associate Insurance Accounting & Finance
LOMA 1993 — 1996
FLMI, Fellow Life Management Institute
University of Hartford 1985 — 1989
BS Mathematics & Management Science, Mathematics, Computer Science, Management, Finance
The Boston Consulting Group September 2015 - Present
The Wharton School August 2013 - May 2015
Operative April 2012 - April 2013
Grey Group November 2010 - April 2012
Grey Group November 2009 - November 2010
Southworth Development LLC 2009 - 2009
Commonwealth Financial Network 2007 - 2007
Porter, LeVay & Rose, Inc. 2005 - 2005
Skills
Advertising, Marketing, Public Relations, Digital Strategy, Digital Marketing, Digital Media, Online Advertising, Social Media Marketing, Social Media, Integrated Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Interactive Marketing, Mobile Marketing
Education
University of Pennsylvania 2006 — 2009
BA, Communications
Commonwealth Financial Network June 2015 - Present
D.A. Davidson Companies September 2008 - June 2015
A.G. Edwards & Sons, Inc. September 1990 - September 2008
Education
University of Oregon 1973 — 1978
Bachelor’s Degree, Economics
Samuel Financial LLC May 2014 - Present
Pioneer Investments December 2012 - May 2014
Commonwealth Financial Network April 2012 - December 2012
Commonwealth Financial Network June 2008 - April 2012
Education
University of Michigan 2005 — 2007
BA
UNC Chapel Hill 2004 — 2005
Cupertino Union School District September 2006 - June 2009
Commonwealth Financial Network 1996 - 2006
Skills
Outlook, Microsoft Excel, Microsoft Word, Project Management, HTML, Microsoft Office, Team Leadership, Bookkeeping, Event Planning, PowerPoint, Nonprofits
Education
University of California, Santa Barbara
BA
Commonwealth Financial Network June 2015 - Present
Commonwealth Financial Network May 2013 - June 2015
Tufts University September 2011 - May 2015
Boundless January 2013 - 2013
Frank Nash Training Systems June 2012 - August 2012
Geotesting Express June 2011 - August 2011
Skills
Research, Microsoft Office, PowerPoint, Higher Education, Public Speaking, Statistics, Microsoft Word, Social Media, Qualitative Research, Public Policy, Microsoft Excel, Data Analysis
Education
Tufts University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Bancroft School 1998 — 2011
Bachelor of Arts (B.A.), Economics
Commonwealth Financial Network April 2013 - Present
Commonwealth Financial Network December 2011 - April 2013
InLingua 2013 - 2013
BNY Mellon 2011 - 2011
Mercer 2009 - 2011
Congressman John W. Olver- 1st Congressional District of Massachusetts 2008 - 2009
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Research, Customer Service, Project Planning, Interpreting, Data Analysis, Report Writing, Outstanding..., Consecutive..., Simultaneous..., Account Reconciliation, Field Research, International..., Reporting & Analysis, Versatility, Investments, Experienced Speaker, Client Relations Skills, Time Management, Outlook, Market Research
Education
University of Massachusetts, Amherst 2005 — 2010
BA, Political Science & International Relations
Commonwealth Financial Network 2014 - Present
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Business Analysis, Valuation, Investments, Equities, Derivatives, Financial Markets, Corporate Finance, Bloomberg, Asset Management, Economics
Education
University College London, U. of London 2009 — 2010
Master of Science (MSc)
University of London 2009 — 2010
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (BA)
Milbert Workforce Management April 2013 - Present
Commonwealth Financial Network January 2007 - April 2013
Cape Cod Tutoring, Inc December 2003 - December 2006
Commonwealth Financial Network March 2001 - December 2003
Morgan Stanley Smith Barney January 1997 - December 2000
Skills
Series 7, Financial Services, Customer Service, Series 63, CRM, Mutual Funds, Microsoft Excel, Process Improvement, Series 24, Vendor Management, FINRA
Education
University of Massachusetts, Amherst 1991 — 1995
BBA, Finance and Operations Management
EAA January 2015 - Present
Commonwealth Financial Network July 2005 - Present
Skills
Banking, Financial Planning, Analysis, 401k, Strategic Planning, Alternative Investments, Fixed Annuities, Estate Planning, Business Strategy, IRAs, Investment Management, Portfolio Management, Wealth, Series 6, Asset Management, Data Analysis, Process Improvement, Sales, Leadership, Wealth Management...
Education
University of Michigan 1980 — 1982
BGS
Western Michigan University 1977 — 1980
Holloway Mercedes-Benz February 2014 - July 2014
EYC Webdesign August 2012 - December 2013
Commonwealth Financial Network January 2001 - April 2012
Fidelity Investments May 2000 - April 2001
Fidelity Investments May 1999 - May 2000
Fidelity Investments June 1998 - May 1999
Spear, Leeds & Kellogg May 1997 - August 1997
Skills
Fixed Income, Bloomberg, Securities, Series 7, Equities, Bonds, Trading, Investments, Mutual Funds, Options, Due Diligence, Strategic Financial..., Holds Series 3, Hold Series 7, Holds Series 24, Holds Series 53, Holds Series 55, Holds Series 63, Web Design, Web Content, Content Writing, Adobe Creative Suite, SEO, Email Newsletter Design, Constant Contact, FINRA, Asset Allocation, Wealth Management, Series 24
Education
University of New Hampshire 1994 — 1998
Bachelor of Arts, Political Science
El Centro de Lenguas Modernas 1997 — 1997
Minor in Spanish, Literature, history, geography, art & architecture, social studies - all in Spanish
Commonwealth Financial Network September 2011 - Present
Sun Life Financial 2008 - 2011
Sun Life Financial January 2005 - April 2008
Skills
Insurance, Life Insurance, Customer Service, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Process Improvement, Financial Services, Data Entry, Microsoft Excel, Mutual Funds, Public Speaking, Marketing, Microsoft Office, Call Centers, Social Media, Microsoft Word, CRM, Data Analysis, Leadership
Education
University of New Hampshire 1999 — 2003
Bachelor of Arts, Communication
University of New Hampshire 1999 — 2003
Associate's degree, Business Management
Partners HealthCare September 2015 - Present
Star Market November 2008 - Present
Commonwealth Financial Network December 2014 - September 2015
Express November 2014 - November 2014
University of Massachusetts Amherst January 2014 - May 2014
American Red Cross May 2013 - August 2013
Skills
Customer Service, Computer Proficiency, Data Entry, Telephone Skills, Typing, Filing, Microsoft Word, Microsoft Excel, Google Chrome, Research, Recruiting, Access, Microsoft Office, Teamwork, Facebook, PowerPoint
Education
University of Massachusetts, Amherst 2010 — 2014
Public Health (B.S.) and Psychology (B.A.), Public Health
Commonwealth Financial Network March 2012 - Present
US Navy August 2008 - March 2012
US Navy August 2008 - March 2012
Skills
Active Directory, Windows 7, Microsoft Exchange, Troubleshooting, Computer Hardware
Education
UMass Lowell
Computer Science
US Navy Search and Rescue Swimmer
N/A, Rescue Swimmer
US Navy IT "A" School Center for Information Dominance
N/A, Information Technology
US Navy IT "C" School Center for Information Dominance
N/A, Transmission Systems Technology
LEXINGTON HIGH SCHOOL
Guggenheim Investments July 2013 - Present
Commonwealth Financial Network April 2012 - April 2013
Commonwealth Financial Network April 2007 - April 2012
Skills
Financial Reporting, Quarterly Reporting, User Acceptance Testing, Quality Assurance, Customer Service, Employee Training, Client Training, Series 7, Series 66, Advent Axys, Microsoft SQL Server, Data Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, OnTime 2010, FBSI, Data Processing, Financial Analysis, Volunteering, Securities, Bloomberg, Investments, Mutual Funds, Equities, Axys
Education
State University of New York at Albany 2002 — 2006
Commonwealth Financial Network May 2014 - Present
Save the Harbor/Save the Bay January 2014 - May 2014
Skills
Stata, Microsoft Excel, PowerPoint, Access, ArcGIS, Data Analysis, Research, International..., Financial Services, Compliance Regulations
Education
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Tufts University 2009 — 2013
Bachelor of Arts (B.A.), International Relations
Veolia North America June 2015 - Present
Commonwealth Financial Network November 2014 - June 2015
The Law Office of Paul M. King, P.C. June 2013 - October 2014
NetNumber June 2012 - August 2013
Skills
Microsoft Word, Microsoft Excel, Outlook, Team Leadership, PowerPoint, Customer Service, Time Management, Legal Documents, Compliance, Data Entry, Research, Legal Assistance
Education
University of Massachusetts Lowell 2010 — 2014
Bachelor of Science (B.S.), Criminal Justice/Legal Studies, Magna Cum Laude