Commonwealth Financial Network

Industry: Financial services company

Description

Commonwealth 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
Jason Febo Jason Febo Greater Boston Area Details
Jason Febo's Commonwealth Financial Network Experience February 2011 - November 2012
Job Technology Consultant at Board Americas
Industry Information Technology and Services
Experience
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

Dan Pasternack Dan Pasternack Greater San Diego Area Details
Dan Pasternack's Commonwealth Financial Network Experience October 2005 - June 2007
Job Operations Manager, Financial Planning Analyst at Wealth Strategies Group
Industry Financial Services
Experience
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

Gia Kobara Gia Kobara San Francisco Bay Area Details
Gia Kobara's Commonwealth Financial Network Experience June 2008 - September 2008
Job Recruiting at Pinterest
Industry Internet
Experience
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

Paul Moskalik Paul Moskalik Greater Minneapolis-St. Paul Area Details
Paul Moskalik's Commonwealth Financial Network Experience 1998 - 2003
Job Account Executive | New Business Development | Account Manager | Sales Representative
Industry Information Technology and Services
Experience
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

Michael Wyman Michael Wyman Hartford, Connecticut Area Details
Michael Wyman's Commonwealth Financial Network Experience 2006 - 2010
Job Relationship Manager, Retirement Plan Specialist
Industry Financial Services
Experience
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

Eugene Choi CFP® Eugene Choi CFP® San Diego, California Details
Eugene Choi CFP®'s Commonwealth Financial Network Experience November 2012 - May 2014
Job Regional Marketing Associate at Dunham & Associates
Industry Financial Services
Experience
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

Joshua Wilcoxson Joshua Wilcoxson Pueblo, Colorado Details
Joshua Wilcoxson's Commonwealth Financial Network Experience January 2010 - Present
Job Financial Advisor at Wilcoxson Wealth Management
Industry Financial Services
Experience
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

Theodore DeMers Theodore DeMers Greater Boston Area Details
Theodore DeMers's Commonwealth Financial Network Experience June 2015 - Present
Job Senior Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
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

Emily Fine Emily Fine Davis, California Details
Emily Fine's Commonwealth Financial Network Experience June 2014 - August 2014
Job Senior Resident Advisor at UC Davis
Industry Education Management
Experience
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

Kristina Vandergriff - Cole, MBA Kristina Vandergriff - Cole, MBA Fair Oaks, California Details
Kristina Vandergriff - Cole, MBA's Commonwealth Financial Network Experience January 2006 - January 2011
Job Regulatory Compliance Manager at DST Systems
Industry Financial Services
Experience
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

Paul Bonapart Paul Bonapart Corte Madera, California Details
Paul Bonapart's Commonwealth Financial Network Experience December 1992 - Present
Job Financial Security Planning Services, President
Industry Financial Services
Experience
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)

Haitian Andy Hong Haitian Andy Hong San Diego, California Details
Haitian Andy Hong's Commonwealth Financial Network Experience 2011 - 2011
Job Software Engineer (haitianhong.com)
Industry Computer Software
Experience
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

Shawn Hill Shawn Hill Cincinnati, Ohio Details
Shawn Hill's Commonwealth Financial Network Experience 2006 - 2015
Job Partner at Cornerstone Financial Group
Industry Financial Services
Experience
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

Renée LeBaron Renée LeBaron Greater Boston Area Details
Renée LeBaron's Commonwealth Financial Network Experience 2015 - Present
Job Licensing Specialist at Commonwealth Financial Network
Industry International Affairs
Experience
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

Ryan J. McCall Ryan J. McCall Arlington, Virginia Details
Ryan J. McCall's Commonwealth Financial Network Experience January 2007 - November 2011
Job Partner, Clarendon Wealth Management
Industry Financial Services
Experience
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

Alicia Newton Alicia Newton Greater Boston Area Details
Alicia Newton's Commonwealth Financial Network Experience July 2014 - Present
Job Internet Marketing Associate at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
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

Alexander Weinstein Alexander Weinstein Greater Boston Area Details
Alexander Weinstein's Commonwealth Financial Network Experience July 2011 - April 2012
Job Client Support Engineer at Coretelligent
Industry Information Technology and Services
Experience
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

Frank McNamara, CIMA® Frank McNamara, CIMA® Washington D.C. Metro Area Details
Frank McNamara, CIMA®'s Commonwealth Financial Network Experience October 2004 - October 2005
Job Cohen & Steers,Regional Vice President for DC, VA, MD
Industry Financial Services
Experience
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

Pete Scahill, Lean Six Sigma, ISTQB Pete Scahill, Lean Six Sigma, ISTQB Greater Boston Area Details
Pete Scahill, Lean Six Sigma, ISTQB's Commonwealth Financial Network Experience June 2015 - Present
Job Quality Assurance Team Lead at Commonwealth Financial Network
Industry Financial Services
Experience
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

Bette Skandalis Bette Skandalis Greater Boston Area Details
Bette Skandalis's Commonwealth Financial Network Experience October 2012 - Present
Job Internal Consultant, Practice Management at Commonwealth Financial Network
Industry Financial Services
Experience
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

Matt Keller Matt Keller Boston, Massachusetts Details
Matt Keller's Commonwealth Financial Network Experience April 2014 - June 2014
Job Senior Product Manager at Netage Solutions
Industry Computer Software
Experience
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

William Pherson William Pherson Greater Boston Area Details
William Pherson's Commonwealth Financial Network Experience April 2014 - Present
Job Service Center Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   April 2014 - Present
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

Bryan Griffin Bryan Griffin Greater Boston Area Details
Bryan Griffin's Commonwealth Financial Network Experience January 2012 - November 2012
Job Internal Wholesaler at Eaton Vance
Industry Financial Services
Experience
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

Bill Thornley Bill Thornley Greater Boston Area Details
Bill Thornley's Commonwealth Financial Network Experience March 2000 - May 2011
Job Head Trader
Industry Financial Services
Experience
New England Investment & Retirement Group, Inc.   May 2011 - Present
Commonwealth Financial Network   March 2000 - May 2011

Education
University of Massachusetts, Amherst   1994 — 1998
Econ

Sean Pollard Sean Pollard Greater Boston Area Details
Sean Pollard's Commonwealth Financial Network Experience September 2015 - Present
Job Senior Technology Operations Training Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
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

Jim Katz Jim Katz Greater Boston Area Details
Jim Katz's Commonwealth Financial Network Experience January 2014 - September 2015
Job Software Engineer
Industry Computer Software
Experience
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

James Tice James Tice Brighton, Massachusetts Details
James Tice's Commonwealth Financial Network Experience February 2015 - Present
Job Document Services Associate at Commonwealth Financial Network
Industry Financial Services
Experience
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

Walt Anderson, AIF® Walt Anderson, AIF® Louisville, Kentucky Area Details
Walt Anderson, AIF®'s Commonwealth Financial Network Experience April 2004 - Present
Job President, Anderson Financial Network
Industry Financial Services
Experience
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

Angello Carlin Angello Carlin Greater San Diego Area Details
Angello Carlin's Commonwealth Financial Network Experience June 2014 - Present
Job Senior Desktop, Deployment and AV Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
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

Julian Chalek Julian Chalek Greater Boston Area Details
Julian Chalek's Commonwealth Financial Network Experience August 2014 - Present
Job Helpdesk Specialist at Commonwealth Financial Network
Industry Information Technology and Services
Experience
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

Cory Norbutus Cory Norbutus Orlando, Florida Area Details
Cory Norbutus's Commonwealth Financial Network Experience December 2014 - July 2015
Job Internal Wholesaler at CNL Securities
Industry Financial Services
Experience
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

Sam Chernoble Sam Chernoble Melrose, Massachusetts Details
Sam Chernoble's Commonwealth Financial Network Experience 2006 - 2007
Job Territory Sales Representative at Hafele America
Industry Construction
Experience
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

Brian Godbout Brian Godbout Dallas/Fort Worth Area Details
Brian Godbout's Commonwealth Financial Network Experience October 2005 - October 2012
Job Vice President Operations Risk & Control at JPMorgan Chase
Industry Banking
Experience
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

Brittany Conant Brittany Conant Boston, Massachusetts Details
Brittany Conant's Commonwealth Financial Network Experience November 2010 - July 2013
Job Supervision Analyst
Industry Financial Services
Experience
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

Brian Hynes Brian Hynes Greater Boston Area Details
Brian Hynes's Commonwealth Financial Network Experience September 2010 - June 2011
Job Financial Analyst Contractor at Robert Half
Industry Investment Management
Experience
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

Phuong Kim Nguyen Phuong Kim Nguyen United States Details
Phuong Kim Nguyen's Commonwealth Financial Network Experience August 2011 - Present
Job Enterprise Technology Administrator at Commonwealth Financial Network
Industry Financial Services
Experience
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

Jillian Rooney Jillian Rooney Washington D.C. Metro Area Details
Jillian Rooney's Commonwealth Financial Network Experience March 2013 - April 2015
Job Client Service Associate
Industry Financial Services
Experience
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

Eric K. Peterson, CFP® Eric K. Peterson, CFP® Springfield, Missouri Area Details
Eric K. Peterson, CFP®'s Commonwealth Financial Network Experience August 2011 - Present
Job President of Peterson Wealth Advisors
Industry Investment Management
Experience
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

Christopher Seifel Christopher Seifel Irvine, California Details
Christopher Seifel's Commonwealth Financial Network Experience May 2011 - August 2011
Job Investment Banking Analyst at Sheridan Capital Advisory
Industry Investment Banking
Experience
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

Zachary Lash, CFA Zachary Lash, CFA Greater San Diego Area Details
Zachary Lash, CFA's Commonwealth Financial Network Experience February 2011 - February 2013
Job Research Analyst at Gupta Wealth Management
Industry Financial Services
Experience
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

Jared Tuller Jared Tuller Greater Philadelphia Area Details
Jared Tuller's Commonwealth Financial Network Experience 2005 - Present
Job Financial Advisor, AIF® at Compass Financial Solutions; Financial Advisor, AIF® at Corning Financial Solutions
Industry Financial Services
Experience
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

Adam Gazzola Adam Gazzola United States Details
Adam Gazzola's Commonwealth Financial Network Experience 1997 - 1999
Job
Industry Investment Management
Experience
-  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

Edward Longo Edward Longo Greater Boston Area Details
Edward Longo's Commonwealth Financial Network Experience December 2000 - July 2003
Job Manager of Business Intelligence, Ropes & Gray
Industry Information Technology and Services
Experience
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

Natalie Kmit CISSP Natalie Kmit CISSP Greater Boston Area Details
Natalie Kmit CISSP's Commonwealth Financial Network Experience May 2014 - Present
Job Information Security Program Manager at Commonwealth Financial Network
Industry Information Technology and Services
Experience
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

Belvie Moore Belvie Moore Providence, Rhode Island Details
Belvie Moore's Commonwealth Financial Network Experience July 2011 - August 2011
Job Implementation Programmer at B2BGateway.Net
Industry Computer Software
Experience
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

Kimberley (Dowdy) Fulcher, East Coast Practice Lead Kimberley (Dowdy) Fulcher, East Coast Practice Lead United States Details
Kimberley (Dowdy) Fulcher, East Coast Practice Lead's Commonwealth Financial Network Experience February 2009 - September 2012
Job Connecting Great Banking, Finance & Asset Management Clients in the Eastern U.S. with Top Talent
Industry Staffing and Recruiting
Experience
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

Dhruv Chopra Dhruv Chopra San Francisco, California Details
Dhruv Chopra's Commonwealth Financial Network Experience February 2014 - April 2015
Job Sr. Software Engineer
Industry Financial Services
Experience
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

Lenia Muro Lenia Muro San Diego, California Details
Lenia Muro's Commonwealth Financial Network Experience March 2012 - Present
Job Senior Compliance Advisor – Branch Audit at Commonwealth Financial Network
Industry Financial Services
Experience
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

Mark Connors Mark Connors Providence, Rhode Island Area Details
Mark Connors's Commonwealth Financial Network Experience April 2009 - Present
Job Director of Operational Improvement at Commonwealth Financial Network
Industry Financial Services
Experience
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

Annmarie Aylward Annmarie Aylward Waltham, Massachusetts Details
Annmarie Aylward's Commonwealth Financial Network Experience March 2015 - Present
Job Advisor Marketing Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
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

Dave Youngwirth Dave Youngwirth Greater San Diego Area Details
Dave Youngwirth's Commonwealth Financial Network Experience July 2011 - Present
Job Compliance at Commonwealth Financial Network
Industry Financial Services
Experience
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

Erin Fleury Erin Fleury Hubbardston, Massachusetts Details
Erin Fleury's Commonwealth Financial Network Experience June 2014 - Present
Job Licensing Specialist at Commonwealth
Industry Financial Services
Experience
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

Amy Pagano Amy Pagano San Diego, California Details
Amy Pagano's Commonwealth Financial Network Experience September 2005 - Present
Job Office Manager at Commonwealth Financial Network
Industry Financial Services
Experience
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

David Bonebrake, CFP(R), AIF(R) David Bonebrake, CFP(R), AIF(R) Eugene, Oregon Area Details
David Bonebrake, CFP(R), AIF(R)'s Commonwealth Financial Network Experience May 2013 - Present
Job David is a CERTIFIED FINANCIAL PLANNER™ practitioner at Bonebrake Financial Planning
Industry Financial Services
Experience
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

Manuela Cabral Fly Manuela Cabral Fly Houston, Texas Area Details
Manuela Cabral Fly's Commonwealth Financial Network Experience 2007 - October 2012
Job CABRAL ADVISORS LLC with Independent Financial Group
Industry Financial Services
Experience
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

Amy R Thaler Amy R Thaler Greater Boston Area Details
Amy R Thaler's Commonwealth Financial Network Experience October 2011 - November 2014
Job Annuity Internal Wholesaler for NY, NJ and New England
Industry Financial Services
Experience
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

Christy Raines, CFP® AIF® Christy Raines, CFP® AIF® Denver, Colorado Details
Christy Raines, CFP® AIF®'s Commonwealth Financial Network Experience 2006 - 2008
Job Financial Advisor Certified Financial Planner
Industry Financial Services
Experience
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

Sonali Yadav Sonali Yadav Greater Boston Area Details
Sonali Yadav's Commonwealth Financial Network Experience 2014 - 2014
Job MBA Student | Finance & Investments | Organized Research Assistant | Writer
Industry Financial Services
Experience
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

Tyler Maher Tyler Maher Greater Boston Area Details
Tyler Maher's Commonwealth Financial Network Experience May 2014 - August 2014
Job Analyst at Market Metrics
Industry Financial Services
Experience
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

Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™ Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™ Greater Atlanta Area Details
Cathy C. Miller, MBA, CFP®, CRPS®, CDFA™'s Commonwealth Financial Network Experience 2009 - Present
Job Principal at Atlanta Financial Associates, Inc.
Industry Financial Services
Experience
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

Alexander Geyyer Alexander Geyyer Needham, Massachusetts Details
Alexander Geyyer's Commonwealth Financial Network Experience May 2013 - September 2014
Job Student at UMass Amherst
Industry Information Technology and Services
Experience
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

Erin Rainwater Erin Rainwater Greater Boston Area Details
Erin Rainwater's Commonwealth Financial Network Experience December 2011 - Present
Job Manager, Practice Management Operations at Commonwealth Financial Network
Industry Financial Services
Experience
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

Shaun Griffin Shaun Griffin Greater Boston Area Details
Shaun Griffin's Commonwealth Financial Network Experience December 2002 - Present
Job Sr. Systems Engineer Commonwealth Financial Network
Industry Financial Services
Experience
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

Travis Herbek Travis Herbek Greater New York City Area Details
Travis Herbek's Commonwealth Financial Network Experience August 2013 - January 2014
Job Patrol Officer
Industry Law Enforcement
Experience
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

Noah Wizer-Vecchi, CFP®, ChFC®, CLU®, CLTC Noah Wizer-Vecchi, CFP®, ChFC®, CLU®, CLTC United States Details
Noah Wizer-Vecchi, CFP®, ChFC®, CLU®, CLTC's Commonwealth Financial Network Experience August 2010 - Present
Job Senior Insurance Product Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
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

Martin Abzug Martin Abzug Los Angeles, California Details
Martin Abzug's Commonwealth Financial Network Experience May 2008 - August 2008
Job Senior Account Executive at xAd, Inc
Industry Internet
Experience
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

Kevin Foote Kevin Foote Greater San Diego Area Details
Kevin Foote's Commonwealth Financial Network Experience July 2001 - April 2006
Job AVP Platform Solutions & Management
Industry Financial Services
Experience
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

Tim Helman Tim Helman Greater Boston Area Details
Tim Helman's Commonwealth Financial Network Experience October 2015 - Present
Job
Industry Financial Services
Experience
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

Donna (Shattuck) Schroeder Donna (Shattuck) Schroeder Dallas, Texas Details
Donna (Shattuck) Schroeder's Commonwealth Financial Network Experience October 2003 - March 2004
Job Financial Services Professional
Industry Financial Services
Experience
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

Keith Furilla Keith Furilla Greater Boston Area Details
Keith Furilla's Commonwealth Financial Network Experience March 2013 - Present
Job Developer at Commonwealth Financial Network
Industry Computer Software
Experience
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

Liz Legacy Liz Legacy San Diego, California Details
Liz Legacy's Commonwealth Financial Network Experience October 2013 - Present
Job
Industry Financial Services
Experience
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

Steve Kochis Steve Kochis Greater Boston Area Details
Steve Kochis's Commonwealth Financial Network Experience September 2014 - Present
Job Program Manager, Retirement Consulting Services at Commonwealth Financial Network
Industry Financial Services
Experience
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

Mindy Fishman Mindy Fishman Greater Boston Area Details
Mindy Fishman's Commonwealth Financial Network Experience August 2014 - Present
Job Manager, Marketing Operations at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
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

Patrick Sarne Patrick Sarne United States Details
Patrick Sarne's Commonwealth Financial Network Experience May 2007 - Present
Job Wealth Management Consultant with Commonwealth Financial Network
Industry Financial Services
Experience
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

Lisa Plante Lisa Plante Greater Boston Area Details
Lisa Plante's Commonwealth Financial Network Experience April 2012 - Present
Job Team Lead, Web Services & Usability at Commonwealth Financial Network
Industry Financial Services
Experience
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

Christine Pulsifer Christine Pulsifer Greater Boston Area Details
Christine Pulsifer's Commonwealth Financial Network Experience December 2007 - August 2012
Job Real Estate Professional
Industry Real Estate
Experience
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

Amanda Moke Amanda Moke Eugene, Oregon Area Details
Amanda Moke's Commonwealth Financial Network Experience November 2010 - Present
Job Office Manager
Industry Investment Management
Experience
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

Andrea Shliapa Andrea Shliapa Greater Boston Area Details
Andrea Shliapa's Commonwealth Financial Network Experience September 1999 - April 2002
Job Controller at Fitness Management Systems
Industry Health, Wellness and Fitness
Experience
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

Arnetha Niece Haynes Arnetha Niece Haynes Andover, Massachusetts Details
Arnetha Niece Haynes's Commonwealth Financial Network Experience January 2008 - May 2008
Job IT Director
Industry Computer & Network Security
Experience
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

Ket La Ket La Greater Boston Area Details
Ket La's Commonwealth Financial Network Experience October 2012 - November 2012
Job Fisher Lynch Capital
Industry Venture Capital & Private Equity
Experience
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

Ken Thomas Ken Thomas Greater Boston Area Details
Ken Thomas's Commonwealth Financial Network Experience February 1999 - Present
Job VP, Software Development at Commonwealth Financial Network
Industry Financial Services
Experience
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

Donna Tolliday Donna Tolliday Greater Boston Area Details
Donna Tolliday's Commonwealth Financial Network Experience Database ArchitectCeridianJune 2004 - May 2006
Job Database Architect at Commonwealth Financial Network
Industry Computer Software
Experience
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

Natasha Hui Natasha Hui San Diego, California Details
Natasha Hui's Commonwealth Financial Network Experience July 2015 - Present
Job Records Coordinator
Industry Financial Services
Experience
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

Nella Hogarth Nella Hogarth Greater Boston Area Details
Nella Hogarth's Commonwealth Financial Network Experience January 2005 - January 2014
Job Licensed Assistant
Industry Financial Services
Experience
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

Sherri Taylor Sherri Taylor Greater Boston Area Details
Sherri Taylor's Commonwealth Financial Network Experience September 2010 - June 2015
Job Communications Specialist at Fincancial Foundations
Industry Financial Services
Experience
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

Glen Gibbons Glen Gibbons Greater Boston Area Details
Glen Gibbons's Commonwealth Financial Network Experience April 2002 - March 2007
Job Director, Product Development at John Hancock Investment Management Services
Industry Financial Services
Experience
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

Matt Quarello Matt Quarello Greater New York City Area Details
Matt Quarello's Commonwealth Financial Network Experience January 2003 - August 2005
Job Structured Credit Trader at UBS Investment Bank
Industry Capital Markets
Experience
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

Elizabeth M Standow Elizabeth M Standow Greater Boston Area Details
Elizabeth M Standow's Commonwealth Financial Network Experience February 2012 - May 2012
Job Senior Compliance Officer at Boston Technologies Inc
Industry Banking
Experience
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

Brad Jacobs Brad Jacobs Greater Boston Area Details
Brad Jacobs's Commonwealth Financial Network Experience September 2000 - June 2001
Job Senior Vice President SVP & Counsel at LPL Financial
Industry Financial Services
Experience
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

Mohan Shankaran Mohan Shankaran Greater New York City Area Details
Mohan Shankaran's Commonwealth Financial Network Experience February 2013 - June 2014
Job Sr. Dot Net Consultant at GEICO
Industry Information Technology and Services
Experience
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

Brennan Jones, CFA Brennan Jones, CFA Greater Boston Area Details
Brennan Jones, CFA's Commonwealth Financial Network Experience September 2010 - August 2012
Job Equity Research Associate at Aureus Asset Management
Industry Financial Services
Experience
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

Kenneth Watt Kenneth Watt Greater Boston Area Details
Kenneth Watt's Commonwealth Financial Network Experience 2012 - 2014
Job Investment Officer at Middlesex Financial Group
Industry Financial Services
Experience
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

David Abrahams, FLMI, AIAF David Abrahams, FLMI, AIAF Greater Boston Area Details
David Abrahams, FLMI, AIAF's Commonwealth Financial Network Experience April 2006 - April 2010
Job Manager, Quality information Systems at Immunogen
Industry Information Technology and Services
Experience
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

Matthew Deitch Matthew Deitch Greater New York City Area Details
Matthew Deitch's Commonwealth Financial Network Experience 2007 - 2007
Job at
Industry Marketing and Advertising
Experience
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

Gary Feldman Gary Feldman Eugene, Oregon Details
Gary Feldman's Commonwealth Financial Network Experience June 2015 - Present
Job Financial Consultant, Commonwealth Financial Network
Industry Financial Services
Experience
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

Melissa (Bradley) Walsh, CFA Melissa (Bradley) Walsh, CFA Boston, Massachusetts Details
Melissa (Bradley) Walsh, CFA's Commonwealth Financial Network Experience April 2012 - December 2012
Job Financial Advisor at Samuel Financial LLC
Industry Financial Services
Experience
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

Beth Muskat Beth Muskat San Francisco Bay Area Details
Beth Muskat's Commonwealth Financial Network Experience 1996 - 2006
Job Government Administration Professional
Industry Accounting
Experience
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

Sam Millette Sam Millette Greater Boston Area Details
Sam Millette's Commonwealth Financial Network Experience June 2015 - Present
Job Research Associate at Commonwealth Financial Network
Industry Higher Education
Experience
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

Monica Spencer Lopes Monica Spencer Lopes Greater Boston Area Details
Monica Spencer Lopes's Commonwealth Financial Network Experience April 2013 - Present
Job
Industry
Experience
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

Harrison Otis Harrison Otis Greater Boston Area Details
Harrison Otis's Commonwealth Financial Network Experience 2014 - Present
Job Financial Services
Industry Financial Services
Experience
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)

Tim Milbert Tim Milbert Greater Boston Area Details
Tim Milbert's Commonwealth Financial Network Experience January 2007 - April 2013
Job Founder at Milbert Workforce Management
Industry Information Services
Experience
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

Kevin Mazer,CFP®,CMFC,ChFC,CFS Kevin Mazer,CFP®,CMFC,ChFC,CFS Kalamazoo, Michigan Area Details
Kevin Mazer,CFP®,CMFC,ChFC,CFS's Commonwealth Financial Network Experience July 2005 - Present
Job Financial Consultant Commonwealth Financial Network
Industry Investment Management
Experience
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

Justin Happ Justin Happ Portsmouth, New Hampshire Details
Justin Happ's Commonwealth Financial Network Experience January 2001 - April 2012
Job Investment Research Analyst at Nvest Financial Group, LLC
Industry Financial Services
Experience
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

Ryan McEntee Ryan McEntee Greater Boston Area Details
Ryan McEntee's Commonwealth Financial Network Experience September 2011 - Present
Job Series 7
Industry Financial Services
Experience
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

Stefanie Owusu Stefanie Owusu Greater Boston Area Details
Stefanie Owusu's Commonwealth Financial Network Experience December 2014 - September 2015
Job Registrar at Partners Healthcare
Industry Financial Services
Experience
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

Sean Madigan Sean Madigan Greater Boston Area Details
Sean Madigan's Commonwealth Financial Network Experience March 2012 - Present
Job IT HelpDesk Technician at Commonwealth Financial Network
Industry Information Technology and Services
Experience
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

Jeffrey Hoesly Jeffrey Hoesly Arlington, Virginia Details
Jeffrey Hoesly's Commonwealth Financial Network Experience April 2012 - April 2013
Job Senior Fund Administrator at Guggenheim Investments
Industry Financial Services
Experience
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

Christian Herbosa Christian Herbosa Cambridge, Massachusetts Details
Christian Herbosa's Commonwealth Financial Network Experience May 2014 - Present
Job Compliance Administrator at Commonwealth Financial Network
Industry International Trade and Development
Experience
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

Chelsea Leonard Chelsea Leonard Greater Boston Area Details
Chelsea Leonard's Commonwealth Financial Network Experience November 2014 - June 2015
Job Legal Assistant at Veolia North America
Industry Legal Services
Experience
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

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