GW & Wade, LLC
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GW & Wade, LLC Employees
Employee
Years
Job
Industry
Jennifer Eriksson Jennifer Eriksson's GW & Wade, LLC Experience 2012 - 2014
Job Palo Alto, CA
Industry Executive Office
Experience
GW & Wade, LLC 2012 - 2014
Keynote Speakers, Inc. 2006 - 2008
JLB Associates 2001 - 2006
Law Offices of Robert J. Logan/Bertrand, Fox & Elliot 1998 - 2001
Education
University of San Francisco School of Law
Juris Doctor (J.D.), Law
University of California, Berkeley
Bachelor of Arts (B.A.), Psychology
GW & Wade, LLC 2012 - 2014
Keynote Speakers, Inc. 2006 - 2008
JLB Associates 2001 - 2006
Law Offices of Robert J. Logan/Bertrand, Fox & Elliot 1998 - 2001
Education
University of San Francisco School of Law
Juris Doctor (J.D.), Law
University of California, Berkeley
Bachelor of Arts (B.A.), Psychology
Jeffrey MacCune Jeffrey MacCune's GW & Wade, LLC Experience May 2008 - June 2008
Job Defined Contribution Specialist at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
MFS Investment Management April 2015 - Present
MFS Investment Management July 2012 - April 2015
Babson College Student Financial Services September 2008 - June 2012
PrimeTime Lacrosse September 2008 - June 2012
Sidoti & Company, LLC June 2011 - July 2011
GW & Wade, LLC May 2008 - June 2008
Skills
Account Management, Economics
Education
Babson College 2008 — 2012
Bachelor of Science, Business Management; Finance
Thayer Academy 2004 — 2008
Matthew Ryan, CFP®, EA Matthew Ryan, CFP®, EA's GW & Wade, LLC Experience May 2005 - Present
Job Investment Advisor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC May 2005 - Present
Financial Engines December 2000 - December 2003
Diversified December 1999 - December 2000
Fidelity Investments February 1994 - January 1999
GW & Wade, LLC January 1986 - January 1994
Skills
Estate Planning, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Retirement Planning, Retirement, Wealth Management, Equities, Financial Analysis, Mutual Funds
Education
Boston College - Carroll School of Management 1989 — 1991
MS, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
GW & Wade, LLC May 2005 - Present
Financial Engines December 2000 - December 2003
Diversified December 1999 - December 2000
Fidelity Investments February 1994 - January 1999
GW & Wade, LLC January 1986 - January 1994
Skills
Estate Planning, Investments, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Retirement Planning, Retirement, Wealth Management, Equities, Financial Analysis, Mutual Funds
Education
Boston College - Carroll School of Management 1989 — 1991
MS, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Accounting
Sue Furcolo Sue Furcolo's GW & Wade, LLC Experience June 1999 - Present
Job GW&Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC June 1999 - Present
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Tax, Outlook, Adobe Acrobat, Wealth Management..., Concur, Financial Analysis, Stocks, Research
Education
Providence College 1979 — 1983
Social Work
GW & Wade, LLC June 1999 - Present
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Tax, Outlook, Adobe Acrobat, Wealth Management..., Concur, Financial Analysis, Stocks, Research
Education
Providence College 1979 — 1983
Social Work
Deanna (Meehan) Jackson's GW & Wade, LLC Experience February 2014 - Present
Job Staff Attorney/Associate at GW & Wade, LLC
Industry Law Practice
Experience
GW & Wade, LLC February 2014 - Present
Devine Millimet & Branch January 2013 - January 2014
Mintz Levin November 2012 - December 2012
Law Office of Debra Rahmin Silberstein January 2012 - May 2012
Greater Boston Legal Services September 2010 - May 2012
Rutan & Tucker, LLP August 2006 - December 2010
Education
Boston University School of Law 2012 — 2012
Master of Laws (LL.M.), Taxation
Boston University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Southern California 2006 — 2008
Masters of Professional Writing
University of California, Los Angeles
Bachelor of Arts (B.A.), Communication Studies
GW & Wade, LLC February 2014 - Present
Devine Millimet & Branch January 2013 - January 2014
Mintz Levin November 2012 - December 2012
Law Office of Debra Rahmin Silberstein January 2012 - May 2012
Greater Boston Legal Services September 2010 - May 2012
Rutan & Tucker, LLP August 2006 - December 2010
Education
Boston University School of Law 2012 — 2012
Master of Laws (LL.M.), Taxation
Boston University School of Law 2009 — 2012
Doctor of Law (J.D.)
University of Southern California 2006 — 2008
Masters of Professional Writing
University of California, Los Angeles
Bachelor of Arts (B.A.), Communication Studies
John LeVangie John LeVangie's GW & Wade, LLC Experience April 2011 - Present
Job Associate at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC April 2011 - Present
Burke & Associates September 2010 - April 2011
Morgan, Lewis & Bockius LLP March 2010 - September 2010
Bacon Wilson May 2007 - May 2008
Skills
Estate Planning, Tax, Wealth Management, Trusts, Wills, Investments, Courts, Tax Law, Legal Research, Corporate Law, Legal Writing, Bankruptcy, Litigation, Powers of Attorney, Civil Litigation, Appeals, Mediation, Commercial Litigation
Education
New York University School of Law 2008 — 2009
LLM, Taxation
Western New England College School of Law 2005 — 2008
JD, Law
Western New England College 2001 — 2005
B.S.
GW & Wade, LLC April 2011 - Present
Burke & Associates September 2010 - April 2011
Morgan, Lewis & Bockius LLP March 2010 - September 2010
Bacon Wilson May 2007 - May 2008
Skills
Estate Planning, Tax, Wealth Management, Trusts, Wills, Investments, Courts, Tax Law, Legal Research, Corporate Law, Legal Writing, Bankruptcy, Litigation, Powers of Attorney, Civil Litigation, Appeals, Mediation, Commercial Litigation
Education
New York University School of Law 2008 — 2009
LLM, Taxation
Western New England College School of Law 2005 — 2008
JD, Law
Western New England College 2001 — 2005
B.S.
Diana Fasci Couillard Diana Fasci Couillard's GW & Wade, LLC Experience December 2011 - February 2012
Job Client Service Accounting Manager at Charles River CFO
Industry Accounting
Experience
Charles River CFO July 2015 - Present
KICVentures-SpineFrontier July 2014 - July 2015
Needham Electric Supply March 2013 - July 2014
Swarovski October 2012 - March 2013
GW & Wade, LLC December 2011 - February 2012
EnergyUSA Propane October 2006 - December 2011
Tedeschi Food Shops, Inc. November 2005 - October 2006
Smiths Medical January 1999 - October 2005
Skills
Financial Reporting, Journal Entries, Accounting, Microsoft Excel, Forecasting, Fixed Assets, Account Reconciliation, Accounts Receivable, QuickBooks, Payroll, Cash Flow, Financial Analysis, Budgets, Great Plains Software, SAP, Bank Reconciliation, Financial Statement..., Consolidated Financial..., Multi-State Sales Tax, General Ledger, FRx Report Writer, FRx Report Designer, Sage FAS, Navision, Oracle, Microsoft Dynamics GP, Internal Controls, Oracle 9i, Month End Close, Data Import/export, General Ledger..., Lawson 4GL, Epicor, Eclipse, Annual Reports, Census, 1099 Preparation, Intacct, Problem Solving, System Implementations, Accounting System
Education
Stonehill College 2000 — 2004
BS, Accounting, 3.5
Massasoit Community College 2000 — 2002
AS, Business Administration
Charles River CFO July 2015 - Present
KICVentures-SpineFrontier July 2014 - July 2015
Needham Electric Supply March 2013 - July 2014
Swarovski October 2012 - March 2013
GW & Wade, LLC December 2011 - February 2012
EnergyUSA Propane October 2006 - December 2011
Tedeschi Food Shops, Inc. November 2005 - October 2006
Smiths Medical January 1999 - October 2005
Skills
Financial Reporting, Journal Entries, Accounting, Microsoft Excel, Forecasting, Fixed Assets, Account Reconciliation, Accounts Receivable, QuickBooks, Payroll, Cash Flow, Financial Analysis, Budgets, Great Plains Software, SAP, Bank Reconciliation, Financial Statement..., Consolidated Financial..., Multi-State Sales Tax, General Ledger, FRx Report Writer, FRx Report Designer, Sage FAS, Navision, Oracle, Microsoft Dynamics GP, Internal Controls, Oracle 9i, Month End Close, Data Import/export, General Ledger..., Lawson 4GL, Epicor, Eclipse, Annual Reports, Census, 1099 Preparation, Intacct, Problem Solving, System Implementations, Accounting System
Education
Stonehill College 2000 — 2004
BS, Accounting, 3.5
Massasoit Community College 2000 — 2002
AS, Business Administration
Roger Wade's GW & Wade, LLC Experience 1986 - Present
Job Principal & Founding Partner at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC 1986 - Present
Skills
Investment Management, Asset Managment, Private Wealth Planning, Estate Planning, Stock Option Planning, Retirement Planning
Education
Boston University School of Law 1982 — 1983
L.L.M, Taxation
Western New England College School of Law 1979 — 1982
J.D.
St. Lawrence University 1976 — 1979
B.A., Government
GW & Wade, LLC 1986 - Present
Skills
Investment Management, Asset Managment, Private Wealth Planning, Estate Planning, Stock Option Planning, Retirement Planning
Education
Boston University School of Law 1982 — 1983
L.L.M, Taxation
Western New England College School of Law 1979 — 1982
J.D.
St. Lawrence University 1976 — 1979
B.A., Government
Jonathan Lilja Jonathan Lilja's GW & Wade, LLC Experience March 2001 - September 2014
Job Financial Planner at CCR Wealth Management
Industry Financial Services
Experience
CCR Wealth Management September 2014 - Present
GW & Wade, LLC March 2001 - September 2014
Smith & Brink, PC April 2000 - February 2001
Cohan, Rasnick, Myerson, & Marcus, LLP September 1998 - April 2000
Hon. Mel L. Greenberg, Massachusetts Appeals Court January 1997 - January 1998
Skills
Series 7 and 66, Certified Financial..., Bar of Commonwealth of..., Tax, Mutual Funds, FINRA, Investments, Trials, Estate Planning, Legal Writing, Civil Litigation, Courts, Retirement Planning, Criminal Law, Investment Advisory, Wealth Management..., Financial Services
Education
Western New England College School of Law 1994 — 1997
Juris Doctor
Bates College 1990 — 1994
CCR Wealth Management September 2014 - Present
GW & Wade, LLC March 2001 - September 2014
Smith & Brink, PC April 2000 - February 2001
Cohan, Rasnick, Myerson, & Marcus, LLP September 1998 - April 2000
Hon. Mel L. Greenberg, Massachusetts Appeals Court January 1997 - January 1998
Skills
Series 7 and 66, Certified Financial..., Bar of Commonwealth of..., Tax, Mutual Funds, FINRA, Investments, Trials, Estate Planning, Legal Writing, Civil Litigation, Courts, Retirement Planning, Criminal Law, Investment Advisory, Wealth Management..., Financial Services
Education
Western New England College School of Law 1994 — 1997
Juris Doctor
Bates College 1990 — 1994
Neil Goldberg's GW & Wade, LLC Experience June 2004 - Present
Job Principal at GW & Wade, LLC
Industry Investment Management
Experience
GW & Wade, LLC June 2004 - Present
Skills
Investment Advisory, Retirement Planning, Estate Planning, Cash Flow Management, Financial Planning, Business Strategy, New Business Development, Non-profit Development, Strategic Financial...
Education
London School of Economics and Political Science
M.Sc.
University of Pennsylvania
B.A.
GW & Wade, LLC June 2004 - Present
Skills
Investment Advisory, Retirement Planning, Estate Planning, Cash Flow Management, Financial Planning, Business Strategy, New Business Development, Non-profit Development, Strategic Financial...
Education
London School of Economics and Political Science
M.Sc.
University of Pennsylvania
B.A.
Brittany (Whelan) Rist's GW & Wade, LLC Experience June 2006 - October 2009
Job Family Office Advisor at Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Berkshire Partners October 2009 - Present
GW & Wade, LLC June 2006 - October 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Alternative Investments, Partnership Accounting, Fund Accounting, Fixed Income, Tax
Education
Bentley University 2005 — 2006
Master's degree, Financial Planning and Services
Bentley University 2001 — 2005
Bachelor of Science (BS), Finance, General
Berkshire Partners October 2009 - Present
GW & Wade, LLC June 2006 - October 2009
Skills
Financial Analysis, Accounting, Financial Modeling, Financial Reporting, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Alternative Investments, Partnership Accounting, Fund Accounting, Fixed Income, Tax
Education
Bentley University 2005 — 2006
Master's degree, Financial Planning and Services
Bentley University 2001 — 2005
Bachelor of Science (BS), Finance, General
Meg Gaisford Welborn Meg Gaisford Welborn's GW & Wade, LLC Experience January 2015 - Present
Job Associate Counselor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC January 2015 - Present
GW & Wade, LLC October 2009 - December 2014
Charles Schwab 1994 - 1998
PWC (formerly Coopers & Lybrand) 1990 - 1993
Skills
Microsoft Office, Series 7, Series 66
Education
Suffolk University Law School 1987 — 1990
J.D., Law
University of Connecticut 1978 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters
Gettysburg College 1977 — 1978
GW & Wade, LLC January 2015 - Present
GW & Wade, LLC October 2009 - December 2014
Charles Schwab 1994 - 1998
PWC (formerly Coopers & Lybrand) 1990 - 1993
Skills
Microsoft Office, Series 7, Series 66
Education
Suffolk University Law School 1987 — 1990
J.D., Law
University of Connecticut 1978 — 1981
Bachelor of Arts (B.A.), English Language and Literature/Letters
Gettysburg College 1977 — 1978
Jason Braun Jason Braun's GW & Wade, LLC Experience June 2003 - May 2004
Job Vice President at United Multi Family Corp
Industry Real Estate
Experience
United Multi Family Corp May 2004 - Present
GW & Wade, LLC June 2003 - May 2004
Skills
Investments, Real Estate, Investors, Marketing, Real Estate Economics, Management, Brokerage, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Investment Properties, Property Management, Acquisitions, Commercial Mortgages, Land Acquisition, Asset Managment, CMBS, Disposition, Finance, Loans, Strategic Financial..., Strategic Planning
Education
Northeastern University 1997 — 2002
Marketing, Management & Finance
Thayer Academy
United Multi Family Corp May 2004 - Present
GW & Wade, LLC June 2003 - May 2004
Skills
Investments, Real Estate, Investors, Marketing, Real Estate Economics, Management, Brokerage, Real Estate Financing, Commercial Real Estate, Real Estate Transactions, Investment Properties, Property Management, Acquisitions, Commercial Mortgages, Land Acquisition, Asset Managment, CMBS, Disposition, Finance, Loans, Strategic Financial..., Strategic Planning
Education
Northeastern University 1997 — 2002
Marketing, Management & Finance
Thayer Academy
Erik Berge Erik Berge's GW & Wade, LLC Experience September 2010 - Present
Job Financial Advisor with GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC September 2010 - Present
Marsh & McLennan Agency September 2009 - September 2010
Baystate Financial Services April 2009 - September 2009
Law Office of Joseph E. Mulligan, III April 2008 - January 2009
Law Office of Bryan S. MacCormack, PC August 2005 - April 2008
United States Navy JAG Corps May 2005 - August 2005
Education
Suffolk University Law School 2004 — 2007
Doctor of Law (J.D.), Law
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), English, Visual Arts: Studio
GW & Wade, LLC September 2010 - Present
Marsh & McLennan Agency September 2009 - September 2010
Baystate Financial Services April 2009 - September 2009
Law Office of Joseph E. Mulligan, III April 2008 - January 2009
Law Office of Bryan S. MacCormack, PC August 2005 - April 2008
United States Navy JAG Corps May 2005 - August 2005
Education
Suffolk University Law School 2004 — 2007
Doctor of Law (J.D.), Law
College of the Holy Cross 1998 — 2002
Bachelor of Arts (B.A.), English, Visual Arts: Studio
Emily McNeil's GW & Wade, LLC Experience 2007 - 2009
Job Attorney at VaughnMartel Law
Industry Law Practice
Experience
VAUGHN-MARTEL LAW September 2011 - Present
Framingham State University January 2012 - Present
Emily Towne McNeil, Attorney at Law November 2006 - September 2011
financial services office February 2007 - September 2009
GW & Wade, LLC 2007 - 2009
Skills
Estate Planning, Civil Litigation, Legal Research, Litigation, Income Tax, Legal Writing, Courts, Family Law, Personal Injury, Appeals, Westlaw, Wills
Education
New England School of Law 2003 — 2006
Juris Doctor
Framingham State College 1999 — 2003
Bachelor of Arts, English
VAUGHN-MARTEL LAW September 2011 - Present
Framingham State University January 2012 - Present
Emily Towne McNeil, Attorney at Law November 2006 - September 2011
financial services office February 2007 - September 2009
GW & Wade, LLC 2007 - 2009
Skills
Estate Planning, Civil Litigation, Legal Research, Litigation, Income Tax, Legal Writing, Courts, Family Law, Personal Injury, Appeals, Westlaw, Wills
Education
New England School of Law 2003 — 2006
Juris Doctor
Framingham State College 1999 — 2003
Bachelor of Arts, English
Jim Da Silva Jim Da Silva's GW & Wade, LLC Experience August 2010 - Present
Job Vice President Business Development
Industry Financial Services
Experience
GW & Wade, LLC August 2010 - Present
Maine Center for Entrepreneurial Development July 2014 - Present
Brookwood Financial Partners October 2004 - September 2010
Commodity Components International February 2002 - September 2004
Arrow Electronics (Converge, VerticalNet, NECX) January 2000 - July 2001
Lundin Mining Corporation (North Atlantic Natural Resources) July 1997 - July 1999
Education
Salem State University 1991 — 1996
B.S., Geological Sciences, Business
GW & Wade, LLC August 2010 - Present
Maine Center for Entrepreneurial Development July 2014 - Present
Brookwood Financial Partners October 2004 - September 2010
Commodity Components International February 2002 - September 2004
Arrow Electronics (Converge, VerticalNet, NECX) January 2000 - July 2001
Lundin Mining Corporation (North Atlantic Natural Resources) July 1997 - July 1999
Education
Salem State University 1991 — 1996
B.S., Geological Sciences, Business
Robert Bodio, Jr. Robert Bodio, Jr.'s GW & Wade, LLC Experience July 1996 - Present
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC July 1996 - Present
G W & Wade 1995 - 2008
Skills
Financial Planning, Wealth Management, Investments, Estate Planning, Stock Option Planning, Equity Compensation, Tax, Accounting, Portfolio Management, Asset Management
Education
Quinnipiac University School of Law 1992 — 1995
JD, Income & Estate Tax, Estate Planning
Boston College 1987 — 1991
BA, Political Science
GW & Wade, LLC July 1996 - Present
G W & Wade 1995 - 2008
Skills
Financial Planning, Wealth Management, Investments, Estate Planning, Stock Option Planning, Equity Compensation, Tax, Accounting, Portfolio Management, Asset Management
Education
Quinnipiac University School of Law 1992 — 1995
JD, Income & Estate Tax, Estate Planning
Boston College 1987 — 1991
BA, Political Science
Greg Amaral Greg Amaral's GW & Wade, LLC Experience November 2014 - Present
Job GW & Wade LLC
Industry Financial Services
Experience
GW & Wade, LLC November 2014 - Present
Sate Street January 2013 - November 2014
State Street October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Research, Leadership, Data Analysis, Accounting, Customer Service, Outlook, Time Management, Financial Analysis
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor's degree, Real Estate and Urban Economic Studies
University College Dublin 2011 — 2011
The Quinn School of Business
GW & Wade, LLC November 2014 - Present
Sate Street January 2013 - November 2014
State Street October 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Access, Research, Leadership, Data Analysis, Accounting, Customer Service, Outlook, Time Management, Financial Analysis
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor's degree, Real Estate and Urban Economic Studies
University College Dublin 2011 — 2011
The Quinn School of Business
Anthony Wan Anthony Wan's GW & Wade, LLC Experience August 2008 - April 2015
Job Wealth Advisor at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company April 2015 - Present
GW & Wade, LLC August 2008 - April 2015
WTAS August 2005 - June 2007
Skills
Holistic Financial..., Investment Management, Retirement Planning, Estate Planning, Inheritance Tax Planning, Strategic Tax Planning, Accounting, Stock Option Planning
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., Law; Tax Concentration
Tufts University 1998 — 2002
B.A., Economics
Ayco, a Goldman Sachs Company April 2015 - Present
GW & Wade, LLC August 2008 - April 2015
WTAS August 2005 - June 2007
Skills
Holistic Financial..., Investment Management, Retirement Planning, Estate Planning, Inheritance Tax Planning, Strategic Tax Planning, Accounting, Stock Option Planning
Education
University of California, Hastings College of the Law 2002 — 2005
J.D., Law; Tax Concentration
Tufts University 1998 — 2002
B.A., Economics
Timothy Pinch's GW & Wade, LLC Experience January 1987 - Present
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC January 1987 - Present
US Navy 1982 - 1985
Skills
Estate Planning, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Asset Managment, Retirement Planning, Portfolio Management, Investment Advisory, Tax, Retirement, Tax Preparation
Education
Boston University School of Law 1982 — 1985
LLM, Taxation
Western New England College School of Law 1979 — 1982
JD
Georgetown University 1975 — 1979
BA, History
GW & Wade, LLC January 1987 - Present
US Navy 1982 - 1985
Skills
Estate Planning, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Asset Managment, Retirement Planning, Portfolio Management, Investment Advisory, Tax, Retirement, Tax Preparation
Education
Boston University School of Law 1982 — 1985
LLM, Taxation
Western New England College School of Law 1979 — 1982
JD
Georgetown University 1975 — 1979
BA, History
Michael Kuppens, CFP® Michael Kuppens, CFP®'s GW & Wade, LLC Experience January 2001 - Present
Job Counselor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC January 2001 - Present
Education
Boston University School of Law 1976 — 1979
J.D.
University of Massachusetts, Amherst 1972 — 1976
B.A., Economics
GW & Wade, LLC January 2001 - Present
Education
Boston University School of Law 1976 — 1979
J.D.
University of Massachusetts, Amherst 1972 — 1976
B.A., Economics
Danielle Spellman Danielle Spellman's GW & Wade, LLC Experience April 2007 - March 2012
Job Fidelity Investments, Sales Support Coordinator
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Charitable March 2012 - March 2015
GW & Wade, LLC April 2007 - March 2012
Fidelity Investments July 2000 - April 2007
Skills
Administrative..., Microsoft Office, Event Planning, Asset Management, Adobe Acrobat, SharePoint, Legal Compliance, Sales Operations
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fidelity Investments March 2015 - Present
Fidelity Charitable March 2012 - March 2015
GW & Wade, LLC April 2007 - March 2012
Fidelity Investments July 2000 - April 2007
Skills
Administrative..., Microsoft Office, Event Planning, Asset Management, Adobe Acrobat, SharePoint, Legal Compliance, Sales Operations
Education
Northeastern University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Neda Talebzadeh's GW & Wade, LLC Experience June 2010 - September 2011
Job MBA Candidate | Boston University | Leadership and Organizational Transformation
Industry Computer Software
Experience
EightSpokes June 2015 - July 2015
Massachusetts Institute of Technology (MIT) October 2014 - May 2015
Massachusetts Institute of Technology (MIT) June 2012 - October 2014
Schneider Associates September 2011 - June 2012
GW & Wade, LLC June 2010 - September 2011
Skills
Excel, Word, PowerPoint, Outlook, Event Planning, QuickBooks, Budgets, Nonprofits, Teamwork, Accounts Payable, Account Reconciliation, Marketing, Access, Strategic Planning, Social Networking, Market Research, Analysis, Program Management, SAP, Quicken, Royalties, Microsoft Word, Microsoft Excel
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA), Strategy and Leadership
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelors of Business Administration; Finance, Minor in Psychology
EightSpokes June 2015 - July 2015
Massachusetts Institute of Technology (MIT) October 2014 - May 2015
Massachusetts Institute of Technology (MIT) June 2012 - October 2014
Schneider Associates September 2011 - June 2012
GW & Wade, LLC June 2010 - September 2011
Skills
Excel, Word, PowerPoint, Outlook, Event Planning, QuickBooks, Budgets, Nonprofits, Teamwork, Accounts Payable, Account Reconciliation, Marketing, Access, Strategic Planning, Social Networking, Market Research, Analysis, Program Management, SAP, Quicken, Royalties, Microsoft Word, Microsoft Excel
Education
Boston University - School of Management 2013 — 2016
Master of Business Administration (MBA), Strategy and Leadership
University of Massachusetts at Amherst - Isenberg School of Management 2005 — 2009
Bachelors of Business Administration; Finance, Minor in Psychology
Stephanie Lynne's GW & Wade, LLC Experience 2004 - 2006
Job Certified Financial Planner® Owner, Personal Financial Planning LLC
Industry Financial Services
Experience
Personal Financial Planning LLC July 2006 - Present
Boston University January 2006 - Present
GW & Wade, LLC 2004 - 2006
Skills
Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Financial Planners, Estate Planning, Finance, Investments, Mutual Funds, Wealth Management, Retirement, Public Speaking, Investment Advisory, Financial Analysis, Asset Managment, Research, Insurance, Tax, Financial Services, Investment Strategies, Financial Planning
Education
University of Oregon 1983 — 1987
BS, marketing management
Boston University
CFP®
Personal Financial Planning LLC July 2006 - Present
Boston University January 2006 - Present
GW & Wade, LLC 2004 - 2006
Skills
Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Financial Planners, Estate Planning, Finance, Investments, Mutual Funds, Wealth Management, Retirement, Public Speaking, Investment Advisory, Financial Analysis, Asset Managment, Research, Insurance, Tax, Financial Services, Investment Strategies, Financial Planning
Education
University of Oregon 1983 — 1987
BS, marketing management
Boston University
CFP®
Heather Burke Heather Burke's GW & Wade, LLC Experience June 2012 - December 2014
Job Wealth Advisor at HoyleCohen, LLC
Industry Investment Management
Experience
HoyleCohen, LLC April 2015 - Present
GW & Wade, LLC June 2012 - December 2014
Price Waterhouse Coopers January 2011 - April 2012
Cetrulo & Capone March 2010 - December 2010
United States District Court for the District of Massachusetts September 2009 - November 2009
Fidelity International (London) March 2009 - May 2009
National Grid September 2008 - November 2008
Fidelity Investments September 2005 - June 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Legal Issues, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Legal Assistance, Legal Advice, Estate Planning, Investment Advisory, Series 7, Insurance
Education
Northeastern University 2007 — 2010
Doctor of Law (JD), Taxation
Colby College 2001 — 2005
Bachelor of Arts (BA)
HoyleCohen, LLC April 2015 - Present
GW & Wade, LLC June 2012 - December 2014
Price Waterhouse Coopers January 2011 - April 2012
Cetrulo & Capone March 2010 - December 2010
United States District Court for the District of Massachusetts September 2009 - November 2009
Fidelity International (London) March 2009 - May 2009
National Grid September 2008 - November 2008
Fidelity Investments September 2005 - June 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Legal Issues, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Legal Assistance, Legal Advice, Estate Planning, Investment Advisory, Series 7, Insurance
Education
Northeastern University 2007 — 2010
Doctor of Law (JD), Taxation
Colby College 2001 — 2005
Bachelor of Arts (BA)
Ruben Rubio II's GW & Wade, LLC Experience January 2013 - March 2013
Job Chief Operating Officer at B.Rubio Transport
Industry Management Consulting
Experience
B.Rubio Transport September 2014 - Present
Swill October 2013 - August 2014
Boehringer Ingelheim June 2013 - August 2013
Hult International Business School September 2012 - August 2013
GW & Wade, LLC January 2013 - March 2013
Rubio Transport (Sole Proprietorship) May 2011 - September 2012
Pacsports Phils. Inc. March 2008 - May 2011
Megaworld Corporation June 2007 - January 2008
University of Asia and the Pacific January 2007 - June 2007
Skills
Team Leadership, Microsoft Excel, Business Strategy, Microsoft Office, Financial Analysis, Market Research, Research, PowerPoint, Data Analysis, Marketing Strategy, Market Analysis, Teamwork, Marketing, Customer Service, Management, Analysis, Budgets, Business Development, Process Improvement, Finance, Time Management, Sales, Retail, Business Planning, Accounting, Strategy, Corporate Finance, Logistics, Leadership, Human Resources
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Elective, Finance, 3.57 / 4.0
Hult International Business School 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Marketing
University of Asia and the Pacific 2002 — 2006
Bachelor of Arts (BA), Industrial Economics
Marist School 1998 — 2002
High School
Jose Abad Santos Memorial School
B.Rubio Transport September 2014 - Present
Swill October 2013 - August 2014
Boehringer Ingelheim June 2013 - August 2013
Hult International Business School September 2012 - August 2013
GW & Wade, LLC January 2013 - March 2013
Rubio Transport (Sole Proprietorship) May 2011 - September 2012
Pacsports Phils. Inc. March 2008 - May 2011
Megaworld Corporation June 2007 - January 2008
University of Asia and the Pacific January 2007 - June 2007
Skills
Team Leadership, Microsoft Excel, Business Strategy, Microsoft Office, Financial Analysis, Market Research, Research, PowerPoint, Data Analysis, Marketing Strategy, Market Analysis, Teamwork, Marketing, Customer Service, Management, Analysis, Budgets, Business Development, Process Improvement, Finance, Time Management, Sales, Retail, Business Planning, Accounting, Strategy, Corporate Finance, Logistics, Leadership, Human Resources
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Elective, Finance, 3.57 / 4.0
Hult International Business School 2012 — 2013
Master of Business Administration (M.B.A.), Finance and Marketing
University of Asia and the Pacific 2002 — 2006
Bachelor of Arts (BA), Industrial Economics
Marist School 1998 — 2002
High School
Jose Abad Santos Memorial School
Kathryn Trautwein, CPA's GW & Wade, LLC Experience January 2010 - April 2010
Job Senior Auditor at MFA Moody, Famiglietti & Andronico
Industry Higher Education
Experience
MFA - Moody, Famiglietti & Andronico September 2010 - Present
GW & Wade, LLC January 2010 - April 2010
Spasso Caffe & Gelateria August 2009 - December 2009
Skills
Accounting, Financial Reporting, Tax, SEC filings, Financial Analysis, Revenue Recognition, US GAAP, Internal Controls, Financial Accounting, GAAP, CPA
Education
Bentley University 2005 — 2010
Master of Science (M.S.), Accounting
MFA - Moody, Famiglietti & Andronico September 2010 - Present
GW & Wade, LLC January 2010 - April 2010
Spasso Caffe & Gelateria August 2009 - December 2009
Skills
Accounting, Financial Reporting, Tax, SEC filings, Financial Analysis, Revenue Recognition, US GAAP, Internal Controls, Financial Accounting, GAAP, CPA
Education
Bentley University 2005 — 2010
Master of Science (M.S.), Accounting
Andrew Elfman Andrew Elfman's GW & Wade, LLC Experience February 2015 - Present
Job Staff Attorney/Associate at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC February 2015 - Present
Simonds, Winslow, Willis, & Abbott August 2013 - February 2015
Babbitt, Johnson, Osborne & Le Clainche, P.A May 2012 - August 2012
Klayman & Toskes 2011 - 2012
UBS 2008 - 2009
Skills
Estate Planning, Income Tax, Investment Advisory, Investment Management, Westlaw, Corporate Law, Lexis, PowerPoint
Education
Tufts University 2006 — 2010
University of Miami School of Law 2010 — 2013
J.D.
GW & Wade, LLC February 2015 - Present
Simonds, Winslow, Willis, & Abbott August 2013 - February 2015
Babbitt, Johnson, Osborne & Le Clainche, P.A May 2012 - August 2012
Klayman & Toskes 2011 - 2012
UBS 2008 - 2009
Skills
Estate Planning, Income Tax, Investment Advisory, Investment Management, Westlaw, Corporate Law, Lexis, PowerPoint
Education
Tufts University 2006 — 2010
University of Miami School of Law 2010 — 2013
J.D.
Darren Norton Darren Norton's GW & Wade, LLC Experience 2002 - Present
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC 2002 - Present
Winokur, Serkey & Rosenberg, PC 1999 - 2000
The Ayco Company, L.P. 1996 - 1997
Skills
Tax, Wealth Management, Investments, Financial Planning, Estate Planning, Financial Analysis, Asset Management, Accounting, Portfolio Management
Education
New England School of Law 1993 — 1996
J.D., Law
University of Arizona 1989 — 1993
B.S., Business Administration
GW & Wade, LLC 2002 - Present
Winokur, Serkey & Rosenberg, PC 1999 - 2000
The Ayco Company, L.P. 1996 - 1997
Skills
Tax, Wealth Management, Investments, Financial Planning, Estate Planning, Financial Analysis, Asset Management, Accounting, Portfolio Management
Education
New England School of Law 1993 — 1996
J.D., Law
University of Arizona 1989 — 1993
B.S., Business Administration
Philip Jameson Philip Jameson's GW & Wade, LLC Experience September 1988 - Present
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
Eric Rosenberg Eric Rosenberg's GW & Wade, LLC Experience May 1996 - Present
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC May 1996 - Present
Home Away Boston June 2012 - Present
Skills
Private Wealth..., Asset Management, Investments, Tax, Accounting, Stock Option Planning, Equity Compensation, Portfolio Management, Estate Planning
Education
Boston University Questrom School of Business 1992 — 1995
MBA
Boston University School of Law 1991 — 1994
J.D.
Northwestern University 1989 — 1991
BA, Political Science
GW & Wade, LLC May 1996 - Present
Home Away Boston June 2012 - Present
Skills
Private Wealth..., Asset Management, Investments, Tax, Accounting, Stock Option Planning, Equity Compensation, Portfolio Management, Estate Planning
Education
Boston University Questrom School of Business 1992 — 1995
MBA
Boston University School of Law 1991 — 1994
J.D.
Northwestern University 1989 — 1991
BA, Political Science
Steve Keirn Steve Keirn's GW & Wade, LLC Experience September 2004 - Present
Job Financial Advisor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC September 2004 - Present
Education
Duke University School of Law 1989 — 1992
J.D.
Villanova University 1985 — 1989
B.A., Political Science, Business, Honors
GW & Wade, LLC September 2004 - Present
Education
Duke University School of Law 1989 — 1992
J.D.
Villanova University 1985 — 1989
B.A., Political Science, Business, Honors
David Brodsky David Brodsky's GW & Wade, LLC Experience 2000 - Present
Job Principal
Industry Investment Management
Experience
GW & Wade, LLC 2000 - Present
KPMG Peat Marwick 1997 - 2000
Skills
Investment Management, Holistic Financial..., Private Wealth Planning, Strategic Tax Planning, Stock Option Planning, Portfolio Management, Estate Planning, Estate Tax Planning, Retirement Planning
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1998
MS/MBA, MS in Accounting & MBA
Boston University School of Law 1992 — 1995
JD
James Madison University 1988 — 1992
BBA
Ward Melville
GW & Wade, LLC 2000 - Present
KPMG Peat Marwick 1997 - 2000
Skills
Investment Management, Holistic Financial..., Private Wealth Planning, Strategic Tax Planning, Stock Option Planning, Portfolio Management, Estate Planning, Estate Tax Planning, Retirement Planning
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1998
MS/MBA, MS in Accounting & MBA
Boston University School of Law 1992 — 1995
JD
James Madison University 1988 — 1992
BBA
Ward Melville
Gene Sinclair Gene Sinclair's GW & Wade, LLC Experience July 2007 - Present
Job Principal and VP of Business Development, GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC July 2007 - Present
HOPE Services October 2012 - October 2014
ADVISORport December 2002 - July 2006
Oberon Financial Technology May 2000 - July 2002
PruneYard Financial Group October 1995 - May 2000
Skills
Wealth Management, Investments, Asset Management, Investment Advisory, Estate Planning, Retirement, Start-ups, Investment Management, Financial Advisory, Entrepreneurship, Executive Management, Financial Planners, Wealth, Portfolio Management, Strategic Financial..., Retirement Planning
Education
San Jose State University 1973 — 1975
B.S., Marketing, Finance
Clarence High School 1966 — 1969
GED
GW & Wade, LLC July 2007 - Present
HOPE Services October 2012 - October 2014
ADVISORport December 2002 - July 2006
Oberon Financial Technology May 2000 - July 2002
PruneYard Financial Group October 1995 - May 2000
Skills
Wealth Management, Investments, Asset Management, Investment Advisory, Estate Planning, Retirement, Start-ups, Investment Management, Financial Advisory, Entrepreneurship, Executive Management, Financial Planners, Wealth, Portfolio Management, Strategic Financial..., Retirement Planning
Education
San Jose State University 1973 — 1975
B.S., Marketing, Finance
Clarence High School 1966 — 1969
GED
Gerry Polcari Gerry Polcari's GW & Wade, LLC Experience January 1996 - Present
Job Principal
Industry Financial Services
Experience
GW & Wade, LLC January 1996 - Present
PwC January 1990 - December 1994
Skills
Financial Planning, Investment Management, Accounting, Estate Planning, Stock Option Planning, Retirement Planning, Tax Preparation, Philanthropy, Private Wealth..., Portfolio Management, Asset Management
Education
Boston University School of Law 1993 — 1995
LLM, Taxation
Suffolk University Law School 1987 — 1990
JD, Law
Georgetown University - The McDonough School of Business 1978 — 1982
BSBA, Finance
GW & Wade, LLC January 1996 - Present
PwC January 1990 - December 1994
Skills
Financial Planning, Investment Management, Accounting, Estate Planning, Stock Option Planning, Retirement Planning, Tax Preparation, Philanthropy, Private Wealth..., Portfolio Management, Asset Management
Education
Boston University School of Law 1993 — 1995
LLM, Taxation
Suffolk University Law School 1987 — 1990
JD, Law
Georgetown University - The McDonough School of Business 1978 — 1982
BSBA, Finance
Laurie (Gerber) Wexler's GW & Wade, LLC Experience September 2005 - April 2015
Job Business Development at AACFL
Industry Financial Services
Experience
Wexler Consulting April 2015 - Present
AACFL April 2015 - Present
Birthday Wishes January 2011 - Present
BiNA Farm April 2014 - August 2015
GW & Wade, LLC September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston September 2010 - July 2012
Exelergy 2000 - 2002
Cambridge Technology Partners 1999 - 2000
State Street Research 1997 - 1998
Evergreen Investments 1995 - 1997
Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Accounting and Finance
Boston University 1992 — 1995
Bachelor of Arts (B.A.)
newton south
Wexler Consulting April 2015 - Present
AACFL April 2015 - Present
Birthday Wishes January 2011 - Present
BiNA Farm April 2014 - August 2015
GW & Wade, LLC September 2005 - April 2015
Jewish Big Brothers Big Sisters of Greater Boston September 2010 - July 2012
Exelergy 2000 - 2002
Cambridge Technology Partners 1999 - 2000
State Street Research 1997 - 1998
Evergreen Investments 1995 - 1997
Skills
Business Development, Marketing Communications, New Business Development, Investment Advisory, Social Media Marketing, Sales Management, Social Media, Marketing, Strategic Planning, Business Strategy, Event Planning, Entrepreneurship, Lead Generation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 1999
MBA, Accounting and Finance
Boston University 1992 — 1995
Bachelor of Arts (B.A.)
newton south
Kelli Adams, CFP®'s GW & Wade, LLC Experience 2005 - Present
Job Financial Counselor at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC 2005 - Present
Skills
Holistic Financial..., Asset Managment, Investment Management, Retirement Planning, Tax Planning, Private Wealth..., Employee Benefit...
Education
University of New Hampshire 1994 — 1998
School
GW & Wade, LLC 2005 - Present
Skills
Holistic Financial..., Asset Managment, Investment Management, Retirement Planning, Tax Planning, Private Wealth..., Employee Benefit...
Education
University of New Hampshire 1994 — 1998
School
Lucinda Stratton's GW & Wade, LLC Experience April 2010 - Present
Job Executive Assistant at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC April 2010 - Present
Excalibur Management February 2007 - February 2010
Edward Jones May 2006 - December 2006
Anchor Capital Advisors February 2001 - April 2006
State Street Bank November 1999 - January 2001
Tri-City Mental Health July 1994 - October 1999
Education
Columbia University School of Social Work 1990 — 1992
MSW, Social Work
Tufts University
B.A.in Psychology
GW & Wade, LLC April 2010 - Present
Excalibur Management February 2007 - February 2010
Edward Jones May 2006 - December 2006
Anchor Capital Advisors February 2001 - April 2006
State Street Bank November 1999 - January 2001
Tri-City Mental Health July 1994 - October 1999
Education
Columbia University School of Social Work 1990 — 1992
MSW, Social Work
Tufts University
B.A.in Psychology
Benjamin Kuehn's GW & Wade, LLC Experience October 2014 - Present
Job Associate at GW & Wade, LLC
Industry Law Practice
Experience
GW & Wade, LLC October 2014 - Present
Beacon Hill Staffing Group January 2014 - June 2014
Connecticut Urban Legal Initiative January 2013 - May 2013
Law Offices of Rich Cody June 2012 - December 2012
Office of the Secretary of the State of Connecticut September 2011 - December 2011
Kings County District Attorneys Office June 2011 - August 2011
CT Office of Military Affairs January 2008 - May 2008
Connecticut Dept. of Economic and Community Development May 2007 - August 2007
Morgan Stanley Smith Barney 2007 - 2007
Education
The University of Connecticut School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
Trinity College-Hartford 2004 — 2008
Bachelor's of Science, with Honors, Economics
Trumbull High School
Trumbull High School
GW & Wade, LLC October 2014 - Present
Beacon Hill Staffing Group January 2014 - June 2014
Connecticut Urban Legal Initiative January 2013 - May 2013
Law Offices of Rich Cody June 2012 - December 2012
Office of the Secretary of the State of Connecticut September 2011 - December 2011
Kings County District Attorneys Office June 2011 - August 2011
CT Office of Military Affairs January 2008 - May 2008
Connecticut Dept. of Economic and Community Development May 2007 - August 2007
Morgan Stanley Smith Barney 2007 - 2007
Education
The University of Connecticut School of Law 2010 — 2013
Doctor of Law (J.D.), Tax Law/Taxation
Trinity College-Hartford 2004 — 2008
Bachelor's of Science, with Honors, Economics
Trumbull High School
Trumbull High School
Sue Sadlier's GW & Wade, LLC Experience November 2014 - Present
Job Business Development, GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC November 2014 - Present
Sadlier Properties, LLC 2008 - Present
Darden Restaurants 2004 - 2006
Yum! Brands 2000 - 2003
Yum! Brands 1997 - 1999
PepsiCo 1992 - 1997
Skills
Real Estate, REO, Short Sales, Investment Properties, Property Management, Investors, Location Intelligence, Real Estate Transactions, Foreclosures, Strategy, Management, Strategic Planning
Education
York University 1989 — 1990
Master of Business Administration (MBA), Finance, General
Carleton University 1985 — 1989
Bachelor of Commerce (B.Com.)
GW & Wade, LLC November 2014 - Present
Sadlier Properties, LLC 2008 - Present
Darden Restaurants 2004 - 2006
Yum! Brands 2000 - 2003
Yum! Brands 1997 - 1999
PepsiCo 1992 - 1997
Skills
Real Estate, REO, Short Sales, Investment Properties, Property Management, Investors, Location Intelligence, Real Estate Transactions, Foreclosures, Strategy, Management, Strategic Planning
Education
York University 1989 — 1990
Master of Business Administration (MBA), Finance, General
Carleton University 1985 — 1989
Bachelor of Commerce (B.Com.)
Vilma Sinclair's GW & Wade, LLC Experience
Job Independent Food & Beverages Professional
Industry Food & Beverages
Experience
GW & Wade, LLC
Education
San Jose State University 1973 — 1977
BA, Languages
Mercy High School 1969 — 1973
GW & Wade, LLC
Education
San Jose State University 1973 — 1977
BA, Languages
Mercy High School 1969 — 1973
Penny Walsh's GW & Wade, LLC Experience June 2011 - April 2014
Job Administrative Business Partner
Industry Consumer Electronics
Experience
Nest May 2014 - Present
GW & Wade, LLC June 2011 - April 2014
Wentworth by the Sea- A Marriott Hotel & Spa October 2006 - February 2009
Skills
Client Relations Skills, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Leadership, Social Media Marketing, PowerPoint, Marketing Strategy
Education
Boston University 2002 — 2006
B.A., Art History
Nest May 2014 - Present
GW & Wade, LLC June 2011 - April 2014
Wentworth by the Sea- A Marriott Hotel & Spa October 2006 - February 2009
Skills
Client Relations Skills, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, Leadership, Social Media Marketing, PowerPoint, Marketing Strategy
Education
Boston University 2002 — 2006
B.A., Art History
Sara Parisi's GW & Wade, LLC Experience December 2003 - December 2005
Job Program Manager, Product Marketing at Staples
Industry Retail
Experience
Staples September 2010 - September 2012
Babson College November 2006 - September 2010
Babson College December 2005 - November 2006
GW & Wade, LLC December 2003 - December 2005
Sovereign Bank June 2002 - December 2003
Skills
Salesforce.com, Marketing Strategy, Cross-functional Team..., Analytics, Market Research, Strategic Planning, Direct Marketing, Social Media Marketing, Email Marketing, Product Marketing, Data Analysis, Marketing, Program Management, Marketing Communications, Project Management, Customer Service
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA
Babson College 1998 — 2002
BS
Staples September 2010 - September 2012
Babson College November 2006 - September 2010
Babson College December 2005 - November 2006
GW & Wade, LLC December 2003 - December 2005
Sovereign Bank June 2002 - December 2003
Skills
Salesforce.com, Marketing Strategy, Cross-functional Team..., Analytics, Market Research, Strategic Planning, Direct Marketing, Social Media Marketing, Email Marketing, Product Marketing, Data Analysis, Marketing, Program Management, Marketing Communications, Project Management, Customer Service
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA
Babson College 1998 — 2002
BS
Brian Headley, CPA's GW & Wade, LLC Experience December 2014 - Present
Job
Industry Accounting
Experience
GW & Wade, LLC December 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - December 2014
Walsh, Jastrem & Browne, LLP 2009 - 2012
Parent, McLaughlin & Nangle, CPAs 2005 - 2009
Skills
Accounting, Tax Returns, Hedge Funds, Audit, GAAP, Financial Reporting, CPA
Education
Northeastern University 2005 — 2006
MSA, Accounting
College of the Holy Cross 2001 — 2005
BA, Economics-Accounting
GW & Wade, LLC December 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - December 2014
Walsh, Jastrem & Browne, LLP 2009 - 2012
Parent, McLaughlin & Nangle, CPAs 2005 - 2009
Skills
Accounting, Tax Returns, Hedge Funds, Audit, GAAP, Financial Reporting, CPA
Education
Northeastern University 2005 — 2006
MSA, Accounting
College of the Holy Cross 2001 — 2005
BA, Economics-Accounting
Adam Silvey's GW & Wade, LLC Experience June 2012 - Present
Job .
Industry Financial Services
Experience
GW & Wade, LLC June 2012 - Present
Education
Boston University School of Law 2009 — 2010
LL.M. in Taxation, Taxation
New England Law Boston 2006 — 2009
Juris Doctorate, Law
Stonehill College 2002 — 2006
BS in Business Administration, Finance
GW & Wade, LLC June 2012 - Present
Education
Boston University School of Law 2009 — 2010
LL.M. in Taxation, Taxation
New England Law Boston 2006 — 2009
Juris Doctorate, Law
Stonehill College 2002 — 2006
BS in Business Administration, Finance
Paul Natale's GW & Wade, LLC Experience July 2001 - Present
Job Controller at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC July 2001 - Present
Deloitte August 1999 - July 2001
Skills
CPA, CFA, CMA, CFM, Financial Reporting, Financial Analysis, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
Graduate Certificate, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1995
MBA, Finance
University of Massachusetts, Amherst 1985 — 1988
BA, Economics
GW & Wade, LLC July 2001 - Present
Deloitte August 1999 - July 2001
Skills
CPA, CFA, CMA, CFM, Financial Reporting, Financial Analysis, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1997
Graduate Certificate, Accounting
Boston College - Wallace E. Carroll Graduate School of Management 1990 — 1995
MBA, Finance
University of Massachusetts, Amherst 1985 — 1988
BA, Economics
Faith Delaney's GW & Wade, LLC Experience 1994 - 1995
Job Elder Law Attorney
Industry Law Practice
Experience
Self-employed January 2004 - Present
The O'Connor Law Firm, LLC 1997 - 2004
King & Navins P.C. 1995 - 1997
GW & Wade, LLC 1994 - 1995
Skills
Estate Planning, Elder Law, Disability Law, Guardianship, Estate Administration, Estate Tax Planning, Real Estate Transactions, Medicaid Planning, Medicaid, High Net Worth..., Estate Law, Legal Writing, Long-term Care, Financial Planners
Education
Northeastern University 1991 — 1994
Doctor of Law (J.D.), Tax Law/Taxation
Colby College 1981 — 1985
Bachelor of Arts (B.A.), Economics and Public Policy
Self-employed January 2004 - Present
The O'Connor Law Firm, LLC 1997 - 2004
King & Navins P.C. 1995 - 1997
GW & Wade, LLC 1994 - 1995
Skills
Estate Planning, Elder Law, Disability Law, Guardianship, Estate Administration, Estate Tax Planning, Real Estate Transactions, Medicaid Planning, Medicaid, High Net Worth..., Estate Law, Legal Writing, Long-term Care, Financial Planners
Education
Northeastern University 1991 — 1994
Doctor of Law (J.D.), Tax Law/Taxation
Colby College 1981 — 1985
Bachelor of Arts (B.A.), Economics and Public Policy
Justin Wiles's GW & Wade, LLC Experience September 2015 - Present
Job Associate at GW & Wade, LLC
Industry Law Practice
Experience
GW & Wade, LLC September 2015 - Present
RINA Accountancy Corporation March 2015 - September 2015
Celerity Consulting Group October 2014 - March 2015
Solano County Public Defender May 2013 - August 2013
Land of Lincoln Legal Assistance Foundation May 2012 - August 2012
Global Compliance Services January 2008 - 2011
American Red Cross 2006 - 2007
Cumberland House Hotel April 2005 - August 2006
Jones Door & Window 2002 - 2004
Jones Door & Window 2002 - 2004
Skills
Legal Writing, Legal Research, Courts, Legal Issues, Criminal Law, Westlaw, Motions, Interviews, Risk Management, Family Law, Legal Assistance, Administrative Law, Constitutional Law, Immigration Law, Employee Retirement..., Trusts and Estates, Public Interest, Contract Law
Education
University of Illinois College of Law 2011 — 2014
Doctor of Law (J.D.)
University of Tennessee-Knoxville 2004 — 2007
B.S., Public Relations, Advertising, and Applied Communication
GW & Wade, LLC September 2015 - Present
RINA Accountancy Corporation March 2015 - September 2015
Celerity Consulting Group October 2014 - March 2015
Solano County Public Defender May 2013 - August 2013
Land of Lincoln Legal Assistance Foundation May 2012 - August 2012
Global Compliance Services January 2008 - 2011
American Red Cross 2006 - 2007
Cumberland House Hotel April 2005 - August 2006
Jones Door & Window 2002 - 2004
Jones Door & Window 2002 - 2004
Skills
Legal Writing, Legal Research, Courts, Legal Issues, Criminal Law, Westlaw, Motions, Interviews, Risk Management, Family Law, Legal Assistance, Administrative Law, Constitutional Law, Immigration Law, Employee Retirement..., Trusts and Estates, Public Interest, Contract Law
Education
University of Illinois College of Law 2011 — 2014
Doctor of Law (J.D.)
University of Tennessee-Knoxville 2004 — 2007
B.S., Public Relations, Advertising, and Applied Communication