Harborside Group
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13 Harborside Group employees in database. Find out everything there's to know about Harborside Group 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.
Harborside Group Employees
Hennessy Funds November 2012 - Present
Harborside Group January 2008 - Present
FBR Asset Management November 2010 - November 2012
AFBA 5Star Funds August 2008 - March 2010
Flag Investor Funds January 2008 - July 2008
Northwestern Mutual August 2006 - January 2008
Skills
Mutual Funds, Financial Services, Investments, Investment Advisory, Asset Management, Financial Advisory, Estate Planning, Wealth Management, Finance, Asset Allocation, Insurance, Portfolio Management, Funding, Investment Strategies, Hedge Funds, Wealth Management..., Derivatives
Education
University of Maryland Baltimore County 2002 — 2006
College for Financial Planning
Chartered Mutual Fund Counselor - CMFC®
Hennessy Funds July 2014 - Present
Harborside Group July 2013 - Present
Skills
Mutual Funds, Finance, Financial Services, Investments, Series 7, Series 63, Morningstar, Morningstar Direct, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (BA), Business, Organizations & Society - Finance
Loyola Blakefield High School 2006 — 2009
SessionM August 2015 - Present
OMD USA October 2014 - Present
OMD July 2012 - September 2014
OMD July 2011 - June 2012
Harborside Group August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Bedford Golf and Tennis Club May 2008 - August 2010
Skills
Advertising, Marketing, PowerPoint, Microsoft Excel, Social Media Marketing, Email Marketing, Marketing Research, Negotiation
Education
Loyola University Maryland 2007 — 2011
BBA, Business and Management; Marketing
American University of Paris 2009 — 2009
JMT Technology Group March 2014 - Present
JMT Technology Group July 2012 - March 2014
Harborside Group February 2011 - July 2012
Williams-Sonoma, Inc. November 2010 - January 2011
Child Reach Ministries May 2010 - July 2010
The Second Mile May 2009 - August 2009
Skills
Adobe Creative Suite, Microsoft Office, Spanish, Social Media, Graphic Design, Email Marketing, MyEmma, Results Analysis, InDesign, Photoshop, Illustrator, Digital Marketing, Twitter, LinkedIn, Facebook Fan Page..., Blogging, Facebook, Google Analytics, Pinterest, Prezi, Deltek, Nonprofits, Sponsorship, Analysis, Social Media Marketing, Editing, Press Releases, Public Relations, Marketing, Social Networking, Community Outreach, Proposal Writing
Education
Penn State University 2006 — 2010
Bachelor of Science, Management
Mohawk Jr./Sr. High School 2002 — 2006
High School Diploma, General Studies
Harborside Group June 2014 - Present
MRIS, Inc. September 2013 - June 2014
Whitaker Brothers July 2013 - August 2013
University of Maryland January 2013 - May 2013
Friends of the Global Fight Against AIDS, Tuberculosis and Malaria January 2013 - May 2013
Global Partnership for Disability and Development September 2012 - January 2013
University of Maryland December 2010 - January 2013
Her Campus September 2012 - December 2012
NOAA February 2012 - May 2012
Skills
Photoshop, Microsoft Office, InDesign, Google Analytics, iMovie, Research, AP Style, Final Cut Pro, Editing, Newsletters, Afternoon naps, Illustrator, Media Monitoring, SharePoint, Salesforce.com, Blogging
Education
University of Maryland College Park 2009 — 2013
Bachelor's degree, Communication/Public Relations
MetLife Securities Inc./ Virtus Wealth Solutions January 2014 - May 2015
Lincoln Financial Advisors August 2010 - January 2014
Harborside Group October 2007 - July 2010
Legg Mason/ Smith Barney March 2004 - March 2007
Skills
Financial Planning, Investments, Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Finance, Wealth, Small Business, Life Insurance, Retirement, Fixed Annuities, Certified Financial..., Asset Management, Financial Advisory, IRAs, Mutual Funds, Wealth Accumulation, Strategy, 401k, Disability Insurance, Financial Goals, Long-term Care, Investment Management, Alternative Investments, Estate Planning, Series 63, Securities, Financial Planners, Asset Allocation, Personal Financial..., ETFs, Series 65, Series 24, Separately Managed..., Financial Services, Term Life Insurance, Portfolio Management, Uniform Combined State..., Wealth Management...
Education
University of Dayton 1974 — 1976
BS, Business Administration
Fairfield University 1972 — 1974
Business Administration
Central Catholic High School, Norwalk, CT
Harborside Group October 2011 - Present
Deutsche Bank Securities 1998 - 2002
Alex. Brown & Sons 1996 - 1998
Alex. Brown & Sons (now Deutsche Bank) 1994 - 1996
Alex. Brown & Sons (now Deutsche Bank) 1993 - 1994
Skills
Investments, Equities, Media Relations, Equity Research, Public Relations, Finance
Education
Loyola College
MBA, Finance
Lynchburg College
BA, Managerial Economics
Federal Realty Investment Trust April 2014 - Present
J.Crew May 2007 - September 2014
Ulla Popken USA January 2014 - April 2014
Jos. A. Bank Clothiers January 2011 - January 2014
Harborside Group December 2009 - December 2010
Fire & Ice June 2008 - August 2008
Gap Inc. February 2006 - May 2007
Skills
Email Marketing, Retail, Advertising, Marketing, Online Marketing, Sales, Merchandising, E-commerce, Public Relations, Sales Operations, Direct Mail, Marketing Strategy, Management, Sales Management, Event Management, Customer Satisfaction, Product Development, Press Releases, Brand Management, Direct Marketing, Brand Development, Market Research, Fashion, Visual Merchandising, Apparel, Social Media, Trade Shows
Education
Loyola University Maryland 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Maryvale Preparatory School 2001 — 2005
High School Diploma
Brown Advisory January 2013 - Present
Harborside Group May 2005 - December 2012
Legg Mason 2001 - 2005
Deutsche Asset Management 1999 - 2001
Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement
Education
Loyola University Maryland 2003 — 2005
Masters, Finance
Vanderbilt University 1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts
Harborside Group November 2009 - Present
Redhead Companies 2011 - 2011
Creative Intelligence Agency February 2009 - April 2010
MGH January 2007 - January 2009
Accelera Romar January 2006 - November 2006
GDG Enterprizes June 1994 - November 2005
Skills
Creative Direction, Interactive Advertising, Marketing Communications, Branding, Corporate Branding, Digital Media, Mobile Marketing, Web Design, Information Architecture, Web Analytics, Website Development, Interactive Media, Video, User Interface Design, SEO, Art Direction, Advertising, Flash, Graphics, Creative Strategy, Interactive Marketing, Digital Marketing, Direct Mail, Integrated Marketing
Education
University of Maryland Baltimore County
BA, Imaging and Digital Arts/Animation
HighBank Advisors February 2014 - Present
Harborside Group January 2013 - February 2014
T. Rowe Price January 2011 - January 2013
JP Morgan December 2009 - June 2010
Skills
Fixed Income
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA, Finance
Salisbury University - Perdue School of Business 2006 — 2009
B.S., Finance, Concentration in Investments
Harborside Group January 2015 - Present
Lord, Abbett & Co. LLC June 2008 - October 2014
ATEL Secutities Corporation February 2007 - March 2008
Investment Professionals, Inc. 2006 - 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts
Education
Texas Tech University 2002 — 2006
BS, Personal Financial Planning
Harborside Group January 2013 - April 2013
Weil, Gotshal & Manges LLP 2008 - 2011
Ross & Lawrence Public Relations 1995 - 2008
Skills
Media Relations, Strategic Communications, Public Relations, Internal Communications, Integrated Marketing, Intellectual Property, Editing, Press Releases, Corporate Communications, Crisis Communications, Speech Writing, Litigation, Content Development, Copy Editing, Blogging, Newsletters, Marketing, Legal Marketing, Marketing Communications, Journalism
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
Master of Business Administration (M.B.A.)
Harvard University
BA, magna cum laude, Art History