GL Advisor
Industry: Company
DescriptionFounded: 2003 Subsidiaries: GL Capital Partners, LLC, Graduate Leverage Insurance Services, LLC, GL Investment Services, LLC
GL Advisor List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GL Advisor. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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41 GL Advisor employees in database. Find out everything there's to know about GL Advisor employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
GL Advisor Employees
Employee
Years
Job
Industry
Jason DiLorenzo Jason DiLorenzo's GL Advisor Experience January 2010 - February 2015
Job Founder & Executive Director at Doctors Without Quarters, LLC
Industry Financial Services
Experience
Doctors Without Quarters, LLC February 2015 - Present
GL Advisor January 2010 - February 2015
Lockton Companies, LLC March 2004 - May 2009
Street School Artist Collective (SSAC) 2001 - 2009
Willis Group May 2002 - March 2004
Morgan Stanley August 2000 - May 2002
Skills
Finance, Insurance, Business Development, Sales, New Business Development, Management, Loans, Strategy, Employee Benefits, Start-ups, Customer Service, Financial Advisory, Leadership, Training, Retirement Planning, Consulting, Marketing, Investments, Microsoft Excel, Social Media
Education
Stetson University
BBA, Finance
Doctors Without Quarters, LLC February 2015 - Present
GL Advisor January 2010 - February 2015
Lockton Companies, LLC March 2004 - May 2009
Street School Artist Collective (SSAC) 2001 - 2009
Willis Group May 2002 - March 2004
Morgan Stanley August 2000 - May 2002
Skills
Finance, Insurance, Business Development, Sales, New Business Development, Management, Loans, Strategy, Employee Benefits, Start-ups, Customer Service, Financial Advisory, Leadership, Training, Retirement Planning, Consulting, Marketing, Investments, Microsoft Excel, Social Media
Education
Stetson University
BBA, Finance
Jean Ferly Morcy Jean Ferly Morcy's GL Advisor Experience April 2012 - September 2012
Job Fund Administrator Associate II at State Street
Industry Investment Management
Experience
State Street August 2013 - Present
State Street February 2013 - August 2013
GL Advisor April 2012 - September 2012
JP MORGAN CHASE BANK January 2012 - April 2012
Shoebuy.com September 2011 - January 2012
CLARKSTON COMMUNITY CENTER September 2010 - April 2011
ATLANTA JOURNAL CONSTITUTION, Distribution Center October 2007 - April 2008
Skills
Access, Data Entry, Microsoft Excel, Policy, Microsoft Word, Economics, Accounting, Salesforce.com, French, Customer Service, Data Analysis, PowerPoint, Financial Analysis, General Ledger, Policy Analysis, Invoicing, Internal Controls
Education
Georgia State University
Bachelor of Arts, Economics
Georgia State University
Bachelor of Arts, Political Science; International Affairs
State Street August 2013 - Present
State Street February 2013 - August 2013
GL Advisor April 2012 - September 2012
JP MORGAN CHASE BANK January 2012 - April 2012
Shoebuy.com September 2011 - January 2012
CLARKSTON COMMUNITY CENTER September 2010 - April 2011
ATLANTA JOURNAL CONSTITUTION, Distribution Center October 2007 - April 2008
Skills
Access, Data Entry, Microsoft Excel, Policy, Microsoft Word, Economics, Accounting, Salesforce.com, French, Customer Service, Data Analysis, PowerPoint, Financial Analysis, General Ledger, Policy Analysis, Invoicing, Internal Controls
Education
Georgia State University
Bachelor of Arts, Economics
Georgia State University
Bachelor of Arts, Political Science; International Affairs
Gavin Soderberg Gavin Soderberg's GL Advisor Experience July 2012 - December 2012
Job Contract Maintenance Administrator at Presidio
Industry Information Technology and Services
Experience
Presidio September 2013 - Present
OnBrand24 December 2012 - August 2013
GL Advisor July 2012 - December 2012
Comcast Cable October 2009 - July 2012
Fresenius Medical Care February 2009 - October 2009
First Marblehead Education Resources June 2001 - April 2006
Skills
Microsoft Office, Product Management, Process Improvement, Sales, Windows, Client Development, Client Education, Credit Risk, Credit Analysis, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Credit, Financial Reporting, Accounts Receivable, Account Reconciliation, Financial Accounting
Education
University of Massachusetts, Amherst 1994 — 1997
Hotel/Motel Administration/Management
Presidio September 2013 - Present
OnBrand24 December 2012 - August 2013
GL Advisor July 2012 - December 2012
Comcast Cable October 2009 - July 2012
Fresenius Medical Care February 2009 - October 2009
First Marblehead Education Resources June 2001 - April 2006
Skills
Microsoft Office, Product Management, Process Improvement, Sales, Windows, Client Development, Client Education, Credit Risk, Credit Analysis, Customer Service, Customer Satisfaction, Customer Retention, Customer Engagement, Credit, Financial Reporting, Accounts Receivable, Account Reconciliation, Financial Accounting
Education
University of Massachusetts, Amherst 1994 — 1997
Hotel/Motel Administration/Management
Matt Roberto Matt Roberto's GL Advisor Experience August 2011 - April 2013
Job Market Development at Skyword
Industry Marketing and Advertising
Experience
Skyword Inc. September 2015 - Present
ADP May 2014 - Present
Guaranteed Rate August 2013 - May 2014
GL Advisor August 2011 - April 2013
Skills
Salesforce.com, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Content Marketing, Enterprise Content...
Education
Norwich University 2004 — 2008
Bachelor's degree
Wakefield Memorial High School 2000 — 2004
Skyword Inc. September 2015 - Present
ADP May 2014 - Present
Guaranteed Rate August 2013 - May 2014
GL Advisor August 2011 - April 2013
Skills
Salesforce.com, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Content Marketing, Enterprise Content...
Education
Norwich University 2004 — 2008
Bachelor's degree
Wakefield Memorial High School 2000 — 2004
Anthony Slattum Anthony Slattum's GL Advisor Experience March 2011 - May 2012
Job Customer Service Manager at Sirtex Medical Limited
Industry Medical Devices
Experience
Sirtex Medical Limited July 2012 - Present
GL Advisor March 2011 - May 2012
Lincoln Financial Group January 2005 - March 2011
Fidelity Investments July 2000 - January 2005
Skills
Wealth Management, Data Analysis, Customer Service, Sales, Business Analysis, Risk Management, Marketing Communications, Salesforce.com, Microsoft Office, Team Leadership, Change Management, Leadership, Analysis, Strategic Planning, Management, Insurance, Coaching, Marketing, Relationship Management, Budget Process, Customer Experience, Customer Retention, Operations Management, CRM, Financial Services, Vendor Management, Customer Satisfaction, Budgets, Call Centers, Teamwork, Process Improvement, Banking
Education
Southern NH University 2005 — 2011
Master of Business Administration (MBA), Global MBA
Saint Anselm College 1996 — 2000
Bachelor's degree, Biology, General
Sirtex Medical Limited July 2012 - Present
GL Advisor March 2011 - May 2012
Lincoln Financial Group January 2005 - March 2011
Fidelity Investments July 2000 - January 2005
Skills
Wealth Management, Data Analysis, Customer Service, Sales, Business Analysis, Risk Management, Marketing Communications, Salesforce.com, Microsoft Office, Team Leadership, Change Management, Leadership, Analysis, Strategic Planning, Management, Insurance, Coaching, Marketing, Relationship Management, Budget Process, Customer Experience, Customer Retention, Operations Management, CRM, Financial Services, Vendor Management, Customer Satisfaction, Budgets, Call Centers, Teamwork, Process Improvement, Banking
Education
Southern NH University 2005 — 2011
Master of Business Administration (MBA), Global MBA
Saint Anselm College 1996 — 2000
Bachelor's degree, Biology, General
Gregory Carabitses Gregory Carabitses's GL Advisor Experience July 2012 - March 2013
Job Senior Student Accounts Rep Simmons College SFS
Industry Higher Education
Experience
Simmons College June 2013 - Present
GL Advisor July 2012 - March 2013
Simmons College July 2011 - July 2012
KeyBank January 2007 - April 2010
KeyBank May 2006 - January 2007
KeyBank February 2004 - May 2006
Skills
Customer Service, Supervisory Skills, Lotus Notes, Call Center, Data Analysis, Microsoft Office, Datatel, Financial Aid..., NSLDS, ELM, Call Centers, Salesforce.com
Education
Northeastern University 2007 — 2008
Master's of Science in Leadership
Boston College 2005 — 2005
Social Work
Wheelock College 2001 — 2003
Bachelor's, Social Work
Simmons College June 2013 - Present
GL Advisor July 2012 - March 2013
Simmons College July 2011 - July 2012
KeyBank January 2007 - April 2010
KeyBank May 2006 - January 2007
KeyBank February 2004 - May 2006
Skills
Customer Service, Supervisory Skills, Lotus Notes, Call Center, Data Analysis, Microsoft Office, Datatel, Financial Aid..., NSLDS, ELM, Call Centers, Salesforce.com
Education
Northeastern University 2007 — 2008
Master's of Science in Leadership
Boston College 2005 — 2005
Social Work
Wheelock College 2001 — 2003
Bachelor's, Social Work
Gary Fortier Gary Fortier's GL Advisor Experience 2012 - 2013
Job Chief Operating Officer at Raizlabs
Industry Computer Software
Experience
Raizlabs 2013 - Present
GL Advisor 2012 - 2013
PowerAdvocate 2007 - 2012
Harvard Student Agencies, Inc. 2007 - 2012
The Home Depot 2003 - 2007
Deloitte Consulting 2000 - 2003
US Army 1994 - 1998
Skills
Strategy, Retail, Leadership, Sales, CRM, Budgets, Mergers & Acquisitions, Team Building, Cross-functional Team..., Program Management, P&L Management, Team Management, Risk Management, Start-ups, Continuous Improvement, Mobile Applications, Microsoft Excel, Management, Strategic Planning, Six Sigma, Mobile Devices, Operational Excellence, Public Speaking, Mergers, SaaS, Financial Analysis, Product Management, Product Development, Financial Modeling, Entrepreneurship, Business Strategy, Management Consulting
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Management and Finance
Harvard University 1990 — 1994
AB, Government
Bishop Guertin High School
Raizlabs 2013 - Present
GL Advisor 2012 - 2013
PowerAdvocate 2007 - 2012
Harvard Student Agencies, Inc. 2007 - 2012
The Home Depot 2003 - 2007
Deloitte Consulting 2000 - 2003
US Army 1994 - 1998
Skills
Strategy, Retail, Leadership, Sales, CRM, Budgets, Mergers & Acquisitions, Team Building, Cross-functional Team..., Program Management, P&L Management, Team Management, Risk Management, Start-ups, Continuous Improvement, Mobile Applications, Microsoft Excel, Management, Strategic Planning, Six Sigma, Mobile Devices, Operational Excellence, Public Speaking, Mergers, SaaS, Financial Analysis, Product Management, Product Development, Financial Modeling, Entrepreneurship, Business Strategy, Management Consulting
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Management and Finance
Harvard University 1990 — 1994
AB, Government
Bishop Guertin High School
Jason Kass's GL Advisor Experience February 2012 - September 2012
Job Director of Finance at Dimagi, Inc
Industry Financial Services
Experience
Dimagi Inc. September 2013 - Present
Kass Consulting Group October 2012 - Present
GL Advisor February 2012 - September 2012
GL Advisor February 2011 - February 2012
Brooks Bower Asia September 2009 - December 2010
United States Department of Defense March 2009 - August 2009
Perceptive Informatics September 2006 - December 2007
Mercer Human Resource Consulting December 2005 - May 2006
Skills
Analysis, Leadership, Management, Strategic Planning, Research, International Relations, Risk Management, Financial Analysis, Economics, Salesforce.com, Business Analysis, Portfolio Management, Politics, Coaching, Project Management, Access, Financial Services, Finance, Data Analysis, Banking, Public Speaking, Intacct
Education
American University 2008 — 2009
Master of Arts, International Affairs
Wheaton College (MA) 2001 — 2005
BA, International Relations, Magna Cum Laude
Belmont Hill
Dimagi Inc. September 2013 - Present
Kass Consulting Group October 2012 - Present
GL Advisor February 2012 - September 2012
GL Advisor February 2011 - February 2012
Brooks Bower Asia September 2009 - December 2010
United States Department of Defense March 2009 - August 2009
Perceptive Informatics September 2006 - December 2007
Mercer Human Resource Consulting December 2005 - May 2006
Skills
Analysis, Leadership, Management, Strategic Planning, Research, International Relations, Risk Management, Financial Analysis, Economics, Salesforce.com, Business Analysis, Portfolio Management, Politics, Coaching, Project Management, Access, Financial Services, Finance, Data Analysis, Banking, Public Speaking, Intacct
Education
American University 2008 — 2009
Master of Arts, International Affairs
Wheaton College (MA) 2001 — 2005
BA, International Relations, Magna Cum Laude
Belmont Hill
Christine Flanders Christine Flanders's GL Advisor Experience October 2011 - September 2012
Job Supervisor, Costantino Richards Rizzo, LLP
Industry Financial Services
Experience
Costantino Richards Rizzo, LLP September 2013 - May 2014
Melanson Heath & Company, PC September 2012 - June 2013
GL Advisor October 2011 - September 2012
Samet & Company July 2009 - November 2011
Tofias January 2008 - April 2009
Anderson & Clouse 2006 - 2007
Skills
Tax Preparation, CPA, Corporate Tax, Accounting, Accounts Receivable, ProSystem fx Tax, Tax Research, Payroll, Tax, Tax Returns, Income Tax, GAAP, Financial Statements, CCH ProSystem fx, State Tax, Personal Income Tax..., Partnership Taxation, QuickBooks
Education
Southern NH University
Master's degree, Accounting
Southern NH University
Bachelor of Applied Science (BASc), Accounting
Costantino Richards Rizzo, LLP September 2013 - May 2014
Melanson Heath & Company, PC September 2012 - June 2013
GL Advisor October 2011 - September 2012
Samet & Company July 2009 - November 2011
Tofias January 2008 - April 2009
Anderson & Clouse 2006 - 2007
Skills
Tax Preparation, CPA, Corporate Tax, Accounting, Accounts Receivable, ProSystem fx Tax, Tax Research, Payroll, Tax, Tax Returns, Income Tax, GAAP, Financial Statements, CCH ProSystem fx, State Tax, Personal Income Tax..., Partnership Taxation, QuickBooks
Education
Southern NH University
Master's degree, Accounting
Southern NH University
Bachelor of Applied Science (BASc), Accounting
Sean A. Quimby Sean A. Quimby's GL Advisor Experience February 2012 - October 2012
Job Vice President of Operations at Invaluable
Industry Internet
Experience
Invaluable March 2013 - Present
The Quimby Group, LLC January 2012 - Present
GL Advisor February 2012 - October 2012
Zipcar (NASDAQ:ZIP) November 2007 - October 2011
Equinox Holdings January 2007 - November 2007
Equinox Holdings August 2003 - January 2007
Bend-Cor LLC August 1997 - June 2003
Skills
Strategy, Leadership, Operations Management, Talent Acquisition, Talent Management, Employee Training, Executive Coaching, Change Management, Negotiation, Training, Recruiting, Organizational..., Strategic Planning, Team Building, Performance Management, Management, Organizational..., Organizational Design, Marketing, Succession Planning, SaaS, Interviews, Executive Search, Start-ups, Enterprise Software, CRM, Business Development, Mergers & Acquisitions, E-commerce, Strategic Partnerships, Employee Relations
Education
University of New Hampshire 1988 — 1992
BA, Political Science, History
Invaluable March 2013 - Present
The Quimby Group, LLC January 2012 - Present
GL Advisor February 2012 - October 2012
Zipcar (NASDAQ:ZIP) November 2007 - October 2011
Equinox Holdings January 2007 - November 2007
Equinox Holdings August 2003 - January 2007
Bend-Cor LLC August 1997 - June 2003
Skills
Strategy, Leadership, Operations Management, Talent Acquisition, Talent Management, Employee Training, Executive Coaching, Change Management, Negotiation, Training, Recruiting, Organizational..., Strategic Planning, Team Building, Performance Management, Management, Organizational..., Organizational Design, Marketing, Succession Planning, SaaS, Interviews, Executive Search, Start-ups, Enterprise Software, CRM, Business Development, Mergers & Acquisitions, E-commerce, Strategic Partnerships, Employee Relations
Education
University of New Hampshire 1988 — 1992
BA, Political Science, History
Corin Single Corin Single's GL Advisor Experience May 2012 - September 2012
Job Sales Operations Manager at Dynatrace
Industry Information Technology and Services
Experience
Dynatrace May 2015 - Present
Dynatrace July 2014 - May 2015
Compuware December 2012 - July 2014
GL Advisor May 2012 - September 2012
University of Massachusetts, Amherst August 2011 - September 2011
VNA Hospice and Care May 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Accounting, Time Management, Data Entry, Research, Team Leadership, Salesforce.com, Access, Management, Sales Operations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelors of Business Administration, Accounting, 3.668
Ayer High School 2004 — 2008
Dynatrace May 2015 - Present
Dynatrace July 2014 - May 2015
Compuware December 2012 - July 2014
GL Advisor May 2012 - September 2012
University of Massachusetts, Amherst August 2011 - September 2011
VNA Hospice and Care May 2011 - July 2011
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Accounting, Time Management, Data Entry, Research, Team Leadership, Salesforce.com, Access, Management, Sales Operations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelors of Business Administration, Accounting, 3.668
Ayer High School 2004 — 2008
Tetyana Buescher Tetyana Buescher's GL Advisor Experience January 2008 - May 2012
Job General Counsel at CompuGroup Medical USA
Industry Law Practice
Experience
CompuGroup Medical USA May 2014 - Present
CompuGroup Medical USA May 2012 - April 2014
GL Advisor January 2008 - May 2012
Brooks Brothers June 2006 - November 2007
Law Offices of David J. Noonan April 2006 - May 2007
Western New England College October 2004 - May 2007
Law Offices of Gary D. Gruber February 2003 - January 2006
Marlboro College September 2002 - May 2003
Donetsk National University May 1999 - April 2002
Skills
Compliance, Corporate Law, Mediation, Employment Law, Private Companies, Corporate Finance, Risk Management, Advertising, Marketing, HIPAA, Healthcare Information..., Legal Research, Legal Writing, Management, Corporate Governance, Licensing, Privacy Law, Trademarks, Bankruptcy, Civil Litigation, Legal Issues, Intellectual Property, Litigation, Mergers & Acquisitions, Trials, Alternative Dispute..., Due Diligence, Patents, Copyright Law, Arbitration, Commercial Litigation, Estate Planning, Legal Assistance, Legal Compliance, Litigation Management, Policy, Securities Regulation, Trade Secrets, Westlaw, Dispute Resolution, Data Privacy, Joint Ventures, Insurance Law, Legal Advice, Litigation Support, Software Licensing, Administrative Law, Employment Contracts
Education
Western New England College School of Law 2004 — 2007
JD, Law
Donetsk National University 1998 — 1999
Master of Science (MS), Education, Magna Cum Laude
Donetsk National University 1994 — 1998
Bachelor of Education (BEd), Education, Magna Cum Laude
CompuGroup Medical USA May 2014 - Present
CompuGroup Medical USA May 2012 - April 2014
GL Advisor January 2008 - May 2012
Brooks Brothers June 2006 - November 2007
Law Offices of David J. Noonan April 2006 - May 2007
Western New England College October 2004 - May 2007
Law Offices of Gary D. Gruber February 2003 - January 2006
Marlboro College September 2002 - May 2003
Donetsk National University May 1999 - April 2002
Skills
Compliance, Corporate Law, Mediation, Employment Law, Private Companies, Corporate Finance, Risk Management, Advertising, Marketing, HIPAA, Healthcare Information..., Legal Research, Legal Writing, Management, Corporate Governance, Licensing, Privacy Law, Trademarks, Bankruptcy, Civil Litigation, Legal Issues, Intellectual Property, Litigation, Mergers & Acquisitions, Trials, Alternative Dispute..., Due Diligence, Patents, Copyright Law, Arbitration, Commercial Litigation, Estate Planning, Legal Assistance, Legal Compliance, Litigation Management, Policy, Securities Regulation, Trade Secrets, Westlaw, Dispute Resolution, Data Privacy, Joint Ventures, Insurance Law, Legal Advice, Litigation Support, Software Licensing, Administrative Law, Employment Contracts
Education
Western New England College School of Law 2004 — 2007
JD, Law
Donetsk National University 1998 — 1999
Master of Science (MS), Education, Magna Cum Laude
Donetsk National University 1994 — 1998
Bachelor of Education (BEd), Education, Magna Cum Laude
Chiru Gathuo's GL Advisor Experience March 2007 - July 2012
Job Product Management and Solutions Design Expertise Sr. Product Marketing Manager, Physicians Interactive
Industry Pharmaceuticals
Experience
Virtify, Inc. July 2012 - 2014
GL Advisor March 2007 - July 2012
First Marblehead November 2004 - February 2007
Skills
Software Development, Business Analysis, XML, Scrum, Agile Methodologies, Project Management, Process Improvement, IIS, ASP.NET, Microsoft SQL Server, Windows, Program Management, SDLC, Oracle, JavaScript, Requirements Analysis, Software Project..., SharePoint
Education
Kenyatta University
Lesley University
Virtify, Inc. July 2012 - 2014
GL Advisor March 2007 - July 2012
First Marblehead November 2004 - February 2007
Skills
Software Development, Business Analysis, XML, Scrum, Agile Methodologies, Project Management, Process Improvement, IIS, ASP.NET, Microsoft SQL Server, Windows, Program Management, SDLC, Oracle, JavaScript, Requirements Analysis, Software Project..., SharePoint
Education
Kenyatta University
Lesley University
Alex Macielak Alex Macielak's GL Advisor Experience September 2014 - February 2015
Job Business Development Manager at DRB Student Loan
Industry Financial Services
Experience
DRB Student Loan March 2015 - Present
GL Advisor September 2014 - February 2015
GL Advisor January 2014 - September 2014
GL Advisor December 2011 - January 2014
Ganje Law Office August 2011 - November 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Sales, Salesforce.com, Financial Analysis, Financial Advisory, Investments, Finance, Portfolio Management, Equities, Bloomberg, Asset Allocation, Data Analysis, Mergers, Microsoft Excel, Market Research, Microsoft Office, Valuation, Customer Service, Team Leadership, Economics, Strategic Financial..., Strategic Planning, Marketing, Project Management, Outlook, Business Analysis, Financial Modeling
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics & Finance
The University of Manchester 2010 — 2010
DRB Student Loan March 2015 - Present
GL Advisor September 2014 - February 2015
GL Advisor January 2014 - September 2014
GL Advisor December 2011 - January 2014
Ganje Law Office August 2011 - November 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Sales, Salesforce.com, Financial Analysis, Financial Advisory, Investments, Finance, Portfolio Management, Equities, Bloomberg, Asset Allocation, Data Analysis, Mergers, Microsoft Excel, Market Research, Microsoft Office, Valuation, Customer Service, Team Leadership, Economics, Strategic Financial..., Strategic Planning, Marketing, Project Management, Outlook, Business Analysis, Financial Modeling
Education
Bentley University 2007 — 2011
Bachelor of Science (BS), Economics & Finance
The University of Manchester 2010 — 2010
Brandon Barfield Brandon Barfield's GL Advisor Experience 2011 - February 2015
Job CoFounder and Regional Manager at Doctors Without Quarters
Industry Financial Services
Experience
Doctors Without Quarters March 2015 - Present
GL Advisor 2011 - February 2015
Kaplan University October 2009 - June 2011
Henssler Financial June 2007 - April 2009
US Army August 2000 - August 2004
Skills
Sales, Managing a Territory, Cold Calling, Public Speaking, Financial Services, Building Business..., Leadership, Finance, Investments, Customer Service, Financial Planning, Microsoft Office, Auditing, Financial Analysis
Education
Kaplan University 2010 — 2012
MBA, MBA
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Doctors Without Quarters March 2015 - Present
GL Advisor 2011 - February 2015
Kaplan University October 2009 - June 2011
Henssler Financial June 2007 - April 2009
US Army August 2000 - August 2004
Skills
Sales, Managing a Territory, Cold Calling, Public Speaking, Financial Services, Building Business..., Leadership, Finance, Investments, Customer Service, Financial Planning, Microsoft Office, Auditing, Financial Analysis
Education
Kaplan University 2010 — 2012
MBA, MBA
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
Bachelor of Business Administration, Finance
Kristen McMullen's GL Advisor Experience June 2010 - February 2012
Job Marketing & Communications Specialist and Advocate
Industry Staffing and Recruiting
Experience
Kforce Inc January 2015 - Present
Kforce Inc September 2014 - January 2015
UDR January 2013 - May 2014
The Paint Bar February 2012 - December 2012
GL Advisor June 2010 - February 2012
Winter Wyman May 2008 - July 2010
Bain & Company September 2009 - April 2010
Skills
Social Media Marketing, Advertising, Facebook, Marketing Communications, Marketing, Salesforce.com, Social Media, Social Networking, Email Marketing, Management, Google Analytics, Market Research, Content Management, PowerPoint, Online Marketing, Sales
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Communications
RMIT University 2009 — 2009
Communications
The London School of Economics and Political Science (LSE) 2007 — 2007
Human Resource Management
Kforce Inc January 2015 - Present
Kforce Inc September 2014 - January 2015
UDR January 2013 - May 2014
The Paint Bar February 2012 - December 2012
GL Advisor June 2010 - February 2012
Winter Wyman May 2008 - July 2010
Bain & Company September 2009 - April 2010
Skills
Social Media Marketing, Advertising, Facebook, Marketing Communications, Marketing, Salesforce.com, Social Media, Social Networking, Email Marketing, Management, Google Analytics, Market Research, Content Management, PowerPoint, Online Marketing, Sales
Education
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Communications
RMIT University 2009 — 2009
Communications
The London School of Economics and Political Science (LSE) 2007 — 2007
Human Resource Management
Jennifer Dunton's GL Advisor Experience May 2012 - November 2012
Job Director, Marketing at Next Step Living
Industry Marketing and Advertising
Experience
Next Step Living September 2014 - Present
Next Step Living January 2014 - August 2014
Next Step Living, Inc December 2012 - January 2014
GL Advisor May 2012 - November 2012
MaPS February 2011 - March 2012
Planned Parenthood League of Massachusetts November 2009 - February 2011
Harvard Business School Publishing September 2008 - June 2009
ALSAC/St. Jude Children's Research Hospital May 2007 - December 2007
Skills
Marketing Strategy, Digital Marketing, Inbound Lead Generation, Marketing Communications, Market Research, Event Planning, Web Content Management, Community Outreach, Content Development, Social Media Marketing, Email Marketing, Partner Management
Education
Bentley University 2008 — 2009
MBA, Business Ethics and Social Responsibility
Bentley University 2004 — 2008
B.S., Information Design and Corporate Communication
Next Step Living September 2014 - Present
Next Step Living January 2014 - August 2014
Next Step Living, Inc December 2012 - January 2014
GL Advisor May 2012 - November 2012
MaPS February 2011 - March 2012
Planned Parenthood League of Massachusetts November 2009 - February 2011
Harvard Business School Publishing September 2008 - June 2009
ALSAC/St. Jude Children's Research Hospital May 2007 - December 2007
Skills
Marketing Strategy, Digital Marketing, Inbound Lead Generation, Marketing Communications, Market Research, Event Planning, Web Content Management, Community Outreach, Content Development, Social Media Marketing, Email Marketing, Partner Management
Education
Bentley University 2008 — 2009
MBA, Business Ethics and Social Responsibility
Bentley University 2004 — 2008
B.S., Information Design and Corporate Communication
Franklin Campos Franklin Campos's GL Advisor Experience July 2012 - October 2012
Job Proposal Analyst at PRA Health Sciences
Industry Pharmaceuticals
Experience
PRA Health Sciences April 2015 - Present
Fidelity Investments October 2012 - April 2015
GL Advisor July 2012 - October 2012
Elon University April 2011 - April 2012
The Provident Bank May 2011 - August 2011
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Business Administration: Finance
The University of International Business and Economics 2010 — 2010
Bachelor of Science (BS), Business Administration
PRA Health Sciences April 2015 - Present
Fidelity Investments October 2012 - April 2015
GL Advisor July 2012 - October 2012
Elon University April 2011 - April 2012
The Provident Bank May 2011 - August 2011
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Business Administration: Finance
The University of International Business and Economics 2010 — 2010
Bachelor of Science (BS), Business Administration
Michael Haskell's GL Advisor Experience May 2014 - February 2015
Job Operations Associate at Student Loan Hero
Industry Financial Services
Experience
Student Loan Hero June 2015 - Present
GL Advisor May 2014 - February 2015
Schuster Institute for Investigative Journalism September 2012 - May 2014
USAID May 2013 - August 2013
USAID May 2012 - July 2012
U.S. Consulate Santo Domingo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, English, Java
Education
Brandeis University 2010 — 2014
BA, Economics, History
American International School of Johannesburg 2006 — 2010
IB Diploma, Graduated with High Honors
Student Loan Hero June 2015 - Present
GL Advisor May 2014 - February 2015
Schuster Institute for Investigative Journalism September 2012 - May 2014
USAID May 2013 - August 2013
USAID May 2012 - July 2012
U.S. Consulate Santo Domingo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, English, Java
Education
Brandeis University 2010 — 2014
BA, Economics, History
American International School of Johannesburg 2006 — 2010
IB Diploma, Graduated with High Honors
Andrei Ganea Andrei Ganea's GL Advisor Experience February 2012 - May 2012
Job Loan Servicing Supervisor
Industry Banking
Experience
Mass Bay Credit Union November 2013 - Present
The Cooperative Bank May 2009 - October 2013
GL Advisor February 2012 - May 2012
Volt Services - Contract Assignment with Verizon January 2008 - February 2009
Skills
Call Centers, Customer Service, Loan Servicing, Banking, Credit Analysis, Portfolio Management, Loans, Tax Preparation, Finance, Accounting, Team Leadership, Financial Reporting, Financial Analysis, Credit, Risk Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Universitatea „Alexandru Ioan Cuza” din Iași
Mass Bay Credit Union November 2013 - Present
The Cooperative Bank May 2009 - October 2013
GL Advisor February 2012 - May 2012
Volt Services - Contract Assignment with Verizon January 2008 - February 2009
Skills
Call Centers, Customer Service, Loan Servicing, Banking, Credit Analysis, Portfolio Management, Loans, Tax Preparation, Finance, Accounting, Team Leadership, Financial Reporting, Financial Analysis, Credit, Risk Management, Financial Services
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Universitatea „Alexandru Ioan Cuza” din Iași
Yuri Li, CPA Yuri Li, CPA's GL Advisor Experience January 2012 - May 2013
Job Experienced Associate at Sensiba San Filippo LLP
Industry Accounting
Experience
Sensiba San Filippo LLP September 2013 - Present
GL Advisor January 2012 - May 2013
Massachusetts Office for Victim Assistance June 2011 - August 2011
Boston EITC Coalition (VITA Program) February 2011 - April 2011
JIAHE CIFCO Futures Co. Ltd. July 2009 - November 2009
Bank of Communications Limited July 2008 - September 2008
Skills
Tax, Corporate Finance, Tax Returns, Financial Analysis, Income Tax, Accounting, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Science in Accountancy
Chongqing University 2006 — 2010
Bachelor of Economics and Arts, Finance & Business English
Sensiba San Filippo LLP September 2013 - Present
GL Advisor January 2012 - May 2013
Massachusetts Office for Victim Assistance June 2011 - August 2011
Boston EITC Coalition (VITA Program) February 2011 - April 2011
JIAHE CIFCO Futures Co. Ltd. July 2009 - November 2009
Bank of Communications Limited July 2008 - September 2008
Skills
Tax, Corporate Finance, Tax Returns, Financial Analysis, Income Tax, Accounting, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Science in Accountancy
Chongqing University 2006 — 2010
Bachelor of Economics and Arts, Finance & Business English
Taylor Bellefeuille's GL Advisor Experience September 2011 - May 2013
Job Global Sales Director at Jebbit
Industry Marketing and Advertising
Experience
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Jebbit October 2015 - Present
Streetwise Media 2014 - October 2015
Streetwise Media May 2013 - October 2015
GL Advisor September 2011 - May 2013
Eaton Vance September 2008 - March 2012
Morgan Stanley June 2007 - October 2008
Skills
Social Media Marketing, Sales, Management, Social Media, Marketing, Marketing Strategy, Business Development, Customer Service, Alternative Investments, Equities, Strategic Planning, Leadership, Account Management, New Business Development, Salesforce.com, Microsoft Excel, Strategy, Marketing Communications, Microsoft Office, Social Networking, Online Advertising, CRM, Advertising, Digital Marketing, Sales Management, Online Marketing, Strategic Partnerships, Start-ups, Lead Generation, Event Planning, Market Research, Integrated Marketing, Digital Media, Sales Process, Relationship Management, Direct Sales, Public Speaking
Education
Lehigh University
Bachelor's degree, Economics
Rachel Gilbert Rachel Gilbert's GL Advisor Experience October 2010 - December 2012
Job Sr. Regulatory Affairs Analyst at CompuGroup Medical USA
Industry Financial Services
Experience
CompuGroup Medical USA December 2012 - Present
GL Advisor October 2010 - December 2012
Drahmann Tutoring Center, Santa Clara University September 2007 - June 2010
Santa Clara University April 2008 - August 2009
Joy Realty Associates, Inc. 2006 - 2009
Skills
Microsoft Excel, Microsoft Office, Salesforce.com, Visio, SnagIt, Student Loans, Chemical Research, Inorganic Chemistry, Peer Tutoring, Research, Legal Research Skills, Data Analysis, Recruiting, Microsoft Word, Notary Public
Education
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Chemistry
CompuGroup Medical USA December 2012 - Present
GL Advisor October 2010 - December 2012
Drahmann Tutoring Center, Santa Clara University September 2007 - June 2010
Santa Clara University April 2008 - August 2009
Joy Realty Associates, Inc. 2006 - 2009
Skills
Microsoft Excel, Microsoft Office, Salesforce.com, Visio, SnagIt, Student Loans, Chemical Research, Inorganic Chemistry, Peer Tutoring, Research, Legal Research Skills, Data Analysis, Recruiting, Microsoft Word, Notary Public
Education
Santa Clara University 2006 — 2010
Bachelor of Science (B.S.), Chemistry
Turner, Gretchen's GL Advisor Experience 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
GL Advisor 2011 - Present
Education
Niagara University 1998 — 2003
GL Advisor 2011 - Present
Education
Niagara University 1998 — 2003
Doug Drozdowski's GL Advisor Experience May 2012 - August 2013
Job Vice President at Citizens Bank
Industry Financial Services
Experience
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Citizens Bank June 2014 - Present
GL Advisor May 2012 - August 2013
GW & Wade LLC March 2011 - May 2012
GW & Wade Asset Management Company, LLC March 2011 - May 2012
John Hancock September 2006 - March 2011
FINRA (Formerly NASD) September 2005 - September 2006
JP Morgan July 2002 - September 2005
UBS July 2000 - July 2002
Education
Providence College 1996 — 2000
Bachelor of Science (BS), Finance
Don Bosco Preparatory High School
Jill Saunders's GL Advisor Experience August 2012 - January 2013
Job Education Finance Vendor Manager at RBS Citizens N.A.
Industry Financial Services
Experience
RBS Citizens N.A. June 2014 - Present
Citizens Bank October 2013 - Present
Aflac May 2013 - October 2013
GL Advisor August 2012 - January 2013
Discover Student Loans (formerly, Citi, The Student Loan Corp) April 2000 - June 2011
Nellie Mae July 1998 - April 2000
Sallie Mae February 1997 - June 1998
Sallie Mae April 1996 - February 1997
Skills
Relationship Management, Project Management, Contract Management, Staff Development, Government Relations, Budgeting and..., Vendor Relations, Rules and Regulations..., Presentations, Facilitation and..., Communication, Budgets, Workshop Facilitation, Process Improvement, Financial Analysis, Financial Services, Leadership, Strategy, Coaching, Management, Finance, Loans, Cross-functional Team..., Strategic Planning, Training, Sales, Analysis, Business Development, Marketing, Risk Management, Team Building, Sales Management, Negotiation, Executive Management, CRM, Banking, Salesforce.com, Outlook, Account Management, Data Analysis
Education
Ithaca College 1991 — 1995
Bachelor of Arts, Spanish
RBS Citizens N.A. June 2014 - Present
Citizens Bank October 2013 - Present
Aflac May 2013 - October 2013
GL Advisor August 2012 - January 2013
Discover Student Loans (formerly, Citi, The Student Loan Corp) April 2000 - June 2011
Nellie Mae July 1998 - April 2000
Sallie Mae February 1997 - June 1998
Sallie Mae April 1996 - February 1997
Skills
Relationship Management, Project Management, Contract Management, Staff Development, Government Relations, Budgeting and..., Vendor Relations, Rules and Regulations..., Presentations, Facilitation and..., Communication, Budgets, Workshop Facilitation, Process Improvement, Financial Analysis, Financial Services, Leadership, Strategy, Coaching, Management, Finance, Loans, Cross-functional Team..., Strategic Planning, Training, Sales, Analysis, Business Development, Marketing, Risk Management, Team Building, Sales Management, Negotiation, Executive Management, CRM, Banking, Salesforce.com, Outlook, Account Management, Data Analysis
Education
Ithaca College 1991 — 1995
Bachelor of Arts, Spanish
Janet Higginson's GL Advisor Experience April 2012 - October 2012
Job Consultant
Industry Financial Services
Experience
Global Operations & Risk Solutions March 2015 - Present
Apple October 2012 - June 2014
GL Advisor April 2012 - October 2012
'Self-Employed' January 2003 - January 2012
Town Sports International 2009 - 2011
State Street December 2007 - December 2009
Skills
Leadership, Investments, Customer Service, Sales, Banking, Team Building, Training, Microsoft Excel, Microsoft Office, Business Analysis, Marketing, Risk Management, Management, Account Management, Financial Analysis, Insurance, Coaching, Salesforce.com, Business Development, Customer Satisfaction, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning, Outlook, Small Business, Customer Retention, Entrepreneurship, Start-ups, Marketing Strategy, Personal Training, Public Speaking, Data Analysis
Education
Champlain College 2015 — 2016
Bachelor of Science (B.S.), Computer Forensics
ITT Technical Institute-Wilmington 2012 — 2013
Information Technology, 4.0
Eastern Nazarene College 1983 — 1987
BA, Communication Arts
Global Operations & Risk Solutions March 2015 - Present
Apple October 2012 - June 2014
GL Advisor April 2012 - October 2012
'Self-Employed' January 2003 - January 2012
Town Sports International 2009 - 2011
State Street December 2007 - December 2009
Skills
Leadership, Investments, Customer Service, Sales, Banking, Team Building, Training, Microsoft Excel, Microsoft Office, Business Analysis, Marketing, Risk Management, Management, Account Management, Financial Analysis, Insurance, Coaching, Salesforce.com, Business Development, Customer Satisfaction, PowerPoint, Microsoft Word, Team Leadership, Strategic Planning, Outlook, Small Business, Customer Retention, Entrepreneurship, Start-ups, Marketing Strategy, Personal Training, Public Speaking, Data Analysis
Education
Champlain College 2015 — 2016
Bachelor of Science (B.S.), Computer Forensics
ITT Technical Institute-Wilmington 2012 — 2013
Information Technology, 4.0
Eastern Nazarene College 1983 — 1987
BA, Communication Arts
Lynne Macolini's GL Advisor Experience April 2011 - March 2013
Job Independent Travel Planner with Fairytale Journeys by Lynne & Customer Service Representative at Columbia Management
Industry Financial Services
Experience
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Fairytale Journeys by Lynne April 2013 - Present
Columbia Management January 2014 - Present
GL Advisor April 2011 - March 2013
Brown Brothers Harriman 2007 - 2008
State Street Bank December 2000 - December 2007
Skills
Fixed Income, Marketing, Event Management, Mutual Funds, Microsoft Excel, Investments, Portfolio Management, Social Media, Equities, Microsoft Word, Team Building, Customer Service
Education
Kaplan Series 6 & 63 2014 — 2014
Series 6 & Series 63 Licensing
Lesley University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
University of Massachusetts, Amherst
Anthony Raymond's GL Advisor Experience February 2013 - Present
Job Loan Specialist at Boston College
Industry Telecommunications
Experience
Boston College June 2015 - Present
GL Advisor February 2013 - Present
Graduate Leverage February 2011 - Present
iBasis December 2006 - April 2009
Nextel 2000 - 2006
Skills
Program Management, Financial Analysis, Invoicing, Procurement, Training, Finance, Microsoft Excel, Risk Management, Investments, Management, Accounts Payable, Salesforce.com, Microsoft Office, Loans, Sales
Education
Boston College
Bachelor's degree, English
Boston College June 2015 - Present
GL Advisor February 2013 - Present
Graduate Leverage February 2011 - Present
iBasis December 2006 - April 2009
Nextel 2000 - 2006
Skills
Program Management, Financial Analysis, Invoicing, Procurement, Training, Finance, Microsoft Excel, Risk Management, Investments, Management, Accounts Payable, Salesforce.com, Microsoft Office, Loans, Sales
Education
Boston College
Bachelor's degree, English
Monique Visnaw's GL Advisor Experience April 2013 - October 2013
Job Operations Administrator / Coordinator and Finance Specialist
Industry Accounting
Experience
United Home Experts September 2014 - Present
BrightStar Care March 2014 - September 2014
GL Advisor April 2013 - October 2013
First United Methodist Church April 2010 - April 2013
Northern Trust June 2003 - May 2008
Northern Trust August 1999 - June 2003
SLP Engineering 1994 - 1997
Skills
Accounts Payable, Team Building, Analysis, Microsoft Excel, Management, Accounting, Program Management, Account Reconciliation, Leadership, CRM, Software Documentation, Time Management, Financial Analysis, Sales, Auditing, Customer Service
Education
Macomb Community College
Business
United Home Experts September 2014 - Present
BrightStar Care March 2014 - September 2014
GL Advisor April 2013 - October 2013
First United Methodist Church April 2010 - April 2013
Northern Trust June 2003 - May 2008
Northern Trust August 1999 - June 2003
SLP Engineering 1994 - 1997
Skills
Accounts Payable, Team Building, Analysis, Microsoft Excel, Management, Accounting, Program Management, Account Reconciliation, Leadership, CRM, Software Documentation, Time Management, Financial Analysis, Sales, Auditing, Customer Service
Education
Macomb Community College
Business
James W. Mitchell MBA's GL Advisor Experience April 2011 - March 2013
Job MBA Graduate with financial services experience
Industry Financial Services
Experience
Hockey Vision Las Vegas LLC February 2015 - April 2015
Wynn Resorts June 2014 - August 2014
GL Advisor April 2011 - March 2013
Robert Half International April 2010 - April 2011
Lakeside Capital Group January 2009 - April 2009
Hacienda Hotel May 2008 - November 2008
Merrill Lynch January 2007 - June 2007
Octagon Sports Marketing January 2006 - June 2006
Plymouth Rock Assurance Corp January 2005 - June 2005
Skills
Financial Modeling, Microsoft Excel, Risk Management, Financial Analysis, Accounts Receivable, Microsoft Office, Investments, Business Development, Sales, Analysis, Finance, Cross-functional Team..., Strategy, Accounting, Customer Service
Education
University of Nevada-Las Vegas 2013 — 2015
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science Degree, Business Administration; Business Management and Finance
Hockey Vision Las Vegas LLC February 2015 - April 2015
Wynn Resorts June 2014 - August 2014
GL Advisor April 2011 - March 2013
Robert Half International April 2010 - April 2011
Lakeside Capital Group January 2009 - April 2009
Hacienda Hotel May 2008 - November 2008
Merrill Lynch January 2007 - June 2007
Octagon Sports Marketing January 2006 - June 2006
Plymouth Rock Assurance Corp January 2005 - June 2005
Skills
Financial Modeling, Microsoft Excel, Risk Management, Financial Analysis, Accounts Receivable, Microsoft Office, Investments, Business Development, Sales, Analysis, Finance, Cross-functional Team..., Strategy, Accounting, Customer Service
Education
University of Nevada-Las Vegas 2013 — 2015
Master of Business Administration (MBA)
Northeastern University
Bachelor of Science Degree, Business Administration; Business Management and Finance
Sean Trainor's GL Advisor Experience February 2011 - Present
Job Relationship Manager at GL Advisor
Industry Construction
Experience
GL Advisor February 2011 - Present
Fidelity Investments May 2006 - February 2009
Education
Nichols College 1997 — 2001
BA, Management Information Systems
GL Advisor February 2011 - Present
Fidelity Investments May 2006 - February 2009
Education
Nichols College 1997 — 2001
BA, Management Information Systems
Cuiping (Claire) Mao, CPA's GL Advisor Experience 2012 - 2012
Job Accounting & Finance Professional
Industry Accounting
Experience
Tyler Lynch PC 2014 - Present
AAF 2013 - 2014
GL Advisor 2012 - 2012
Jeffrey A. Morgen, CPA 2012 - 2012
Boston Pedorthic Associates, LLC 2011 - 2011
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Analysis, Tax, Internal Controls, Microsoft Office, Microsoft Excel
Education
Bentley University 2010 — 2012
Master of Science in Accounting
Nankai University 2006 — 2010
Bachelor of Economics, Risk Management and Insurance
Tyler Lynch PC 2014 - Present
AAF 2013 - 2014
GL Advisor 2012 - 2012
Jeffrey A. Morgen, CPA 2012 - 2012
Boston Pedorthic Associates, LLC 2011 - 2011
Skills
Financial Accounting, Auditing, Accounting, Financial Reporting, Financial Analysis, Tax, Internal Controls, Microsoft Office, Microsoft Excel
Education
Bentley University 2010 — 2012
Master of Science in Accounting
Nankai University 2006 — 2010
Bachelor of Economics, Risk Management and Insurance
Edward Xu's GL Advisor Experience May 2014 - February 2015
Job Business Development Analyst at GL Advisor
Industry Financial Services
Experience
GL Advisor May 2014 - February 2015
Huapu Pharmaceuticals May 2013 - July 2013
OnHand June 2012 - September 2012
WI Harper Group May 2011 - July 2011
Ernst & Young February 2011 - May 2011
Skills
Research, Start-ups, Leadership, Microsoft Excel, Team Building, PowerPoint
Education
Bentley University 2010 — 2014
Bachelor of Science, Economics, Finance
London School of Economics and Political Science 2012 — 2013
Economics and Management
GL Advisor May 2014 - February 2015
Huapu Pharmaceuticals May 2013 - July 2013
OnHand June 2012 - September 2012
WI Harper Group May 2011 - July 2011
Ernst & Young February 2011 - May 2011
Skills
Research, Start-ups, Leadership, Microsoft Excel, Team Building, PowerPoint
Education
Bentley University 2010 — 2014
Bachelor of Science, Economics, Finance
London School of Economics and Political Science 2012 — 2013
Economics and Management
Luke Callahan's GL Advisor Experience September 2012 - October 2012
Job AR Relationship Manager at BuyerZone
Industry Accounting
Experience
BuyerZone March 2014 - Present
Digital Lumens January 2014 - February 2014
Global Partners LP May 2013 - January 2014
GL Advisor September 2012 - October 2012
GL Advisor February 2011 - August 2012
Commonwealth Financial Network July 2007 - October 2010
Commonwealth Financial Network December 2003 - June 2007
Skills
Accounts Receivable, Accounts Payable, NetSuite, Microsoft Excel, Customer Service, Investments, Accounting
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts (BA), Business
BuyerZone March 2014 - Present
Digital Lumens January 2014 - February 2014
Global Partners LP May 2013 - January 2014
GL Advisor September 2012 - October 2012
GL Advisor February 2011 - August 2012
Commonwealth Financial Network July 2007 - October 2010
Commonwealth Financial Network December 2003 - June 2007
Skills
Accounts Receivable, Accounts Payable, NetSuite, Microsoft Excel, Customer Service, Investments, Accounting
Education
Saint Anselm College 1999 — 2003
Bachelor of Arts (BA), Business
Derek Michaels's GL Advisor Experience September 2014 - January 2015
Job Student Loan Operations Manager at GL Advisor
Industry Financial Services
Experience
GL Advisor September 2014 - January 2015
Graduate Leverage March 2013 - September 2014
GL Advisor July 2010 - March 2013
NorthStar Insurance Services, Inc June 2008 - June 2009
DCU Financial September 2002 - March 2008
Skills
Microsoft Excel, Management, Salesforce.com, Financial Analysis, Business Analysis, Business Development, Financial Modeling, Risk Management, Finance, Loans, Credit, Investments, Banking, Project Management, Analysis
Education
Lincoln-Sudbury Regional High School 1986 — 1990
Massachusetts Bay Community College
Computer Engineering
GL Advisor September 2014 - January 2015
Graduate Leverage March 2013 - September 2014
GL Advisor July 2010 - March 2013
NorthStar Insurance Services, Inc June 2008 - June 2009
DCU Financial September 2002 - March 2008
Skills
Microsoft Excel, Management, Salesforce.com, Financial Analysis, Business Analysis, Business Development, Financial Modeling, Risk Management, Finance, Loans, Credit, Investments, Banking, Project Management, Analysis
Education
Lincoln-Sudbury Regional High School 1986 — 1990
Massachusetts Bay Community College
Computer Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY