Commonwealth Financial Network
Industry: Financial services company
DescriptionCommonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. AUM: Approximately $156 billion Headquarters: Waltham, Massachusetts, United States Revenue: 1.233 billion USD (2017) Founder: Joseph Deitch Founded: 1979 Subsidiaries: Comeaux Bond Daigle, LLC,
Commonwealth Financial Network List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Commonwealth Financial Network. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Commonwealth Financial Network Employees
Retirement Plan Advisory Group November 2007 - Present
Grinkmeyer Leonard Financial July 2007 - Present
Commonwealth Financial Network 2007 - Present
Retirement Plan Advisory Group 2007 - 2009
Ameriprise Financial June 2000 - July 2007
Platte River Associates January 1997 - January 1999
Alias Distribution January 1995 - January 1997
Wave Rave 1993 - 1995
Skills
Investments, Management, 401k, Financial Services, Finance, Sales, Strategic Planning, Small Business, Strategic Intent, Social Media Marketing, Business Development, Business Coaching
Education
University of South Alabama 1988 — 1993
University of South Alabama 1988 — 1993
Mt. Brook High School
School POW!
Commonwealth Financial Network August 2013 - Present
Commonwealth Financial Network November 2012 - August 2013
Commonwealth Financial Network August 2010 - November 2012
Disneyland Resort July 2009 - August 2010
University of San Diego September 2009 - May 2010
Skills
Series 7, Series 66, Active Directory, Microsoft Exchange, Virus Removal, Service Recovery, Ticketing Systems, Technical Support, Leadership, Escalation, Customer Service, Help Desk Support, Uniform Combined State..., Troubleshooting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Securities
Education
University of San Diego 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Commonwealth Financial Network CRM and Helpdesk SpecialistCommonwealth Financial NetworkApril 2012 - Present
The Irvine Company August 2007 - May 2009
Skills
Leases, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Microsoft Word, TCP/IP, CompTIA Network+, Network Administration, Management
Education
University of Southern California 2004 — 2007
B.S., Business Administration
University of Southern California - Marshall School of Business 2004 — 2007