Infinex Financial Group
Industry: Company
DescriptionFounded: 1993 Subsidiaries: Essex National Securities, LLC, Infinex Investments, Inc., asset Management Arm
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Infinex Financial Group Employees
Employee
Years
Job
Industry
Ben Overway Ben Overway's Infinex Financial Group Experience November 2009 - Present
Job AVP Branch Manager at Macatawa Bank
Industry Banking
Experience
Infinex Financial Group November 2009 - Present
Macatawa Bank November 2009 - Present
Huntington Investment Company December 2000 - October 2009
Huntington National Bank October 1994 - October 2009
Skills
Investments, Financial Counseling, Banking, Commercial Banking, Retail Banking, Retail Lending, Consumer Lending, Credit, Financial Accounting, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit Risk, Portfolio Management, Financial Analysis
Education
Davenport University 1996 — 2000
Finance
Holland Christian High School 1992 — 1996
Infinex Financial Group November 2009 - Present
Macatawa Bank November 2009 - Present
Huntington Investment Company December 2000 - October 2009
Huntington National Bank October 1994 - October 2009
Skills
Investments, Financial Counseling, Banking, Commercial Banking, Retail Banking, Retail Lending, Consumer Lending, Credit, Financial Accounting, Commercial Lending, Loans, Mortgage Lending, Small Business Lending, Credit Risk, Portfolio Management, Financial Analysis
Education
Davenport University 1996 — 2000
Finance
Holland Christian High School 1992 — 1996
Susan Currier Susan Currier's Infinex Financial Group Experience June 2007 - Present
Job Vice President, Midwest Regional Director at Infinex Investments, Inc.
Industry Investment Management
Experience
Infinex Financial Group June 2007 - Present
Fifth Third Bank 2001 - 2007
Skills
Portfolio Management, Series 7, Investments, Wealth Management, Alternative Investments, Retirement Planning, Insurance, Fixed Annuities, Series 63, Mutual Funds, Financial Risk, Investment Advisory, Leadership, Due Diligence, Asset Management
Education
Central Connecticut State University
Infinex Financial Group June 2007 - Present
Fifth Third Bank 2001 - 2007
Skills
Portfolio Management, Series 7, Investments, Wealth Management, Alternative Investments, Retirement Planning, Insurance, Fixed Annuities, Series 63, Mutual Funds, Financial Risk, Investment Advisory, Leadership, Due Diligence, Asset Management
Education
Central Connecticut State University
Amanda Aho Amanda Aho's Infinex Financial Group Experience July 2014 - Present
Job Relationship Manager at Macatawa Bank
Industry Banking
Experience
Infinex Financial Group July 2014 - Present
Macatawa Bank June 2014 - Present
Huntington National Bank October 2012 - June 2014
Huntington National Bank October 2008 - October 2012
Huntington National Bank October 2005 - October 2008
Skills
Retail Banking, Banking, Consumer Lending, Investments, Credit Cards, Home Equity Loans, Home Equity Lines of..., Internet Banking, Customer Service, Microsoft Office
Education
Davenport University 2003 — 2005
Medical Assisting, Medical/Clinical Assistant
West Ottawa High School 1999 — 2003
Infinex Financial Group July 2014 - Present
Macatawa Bank June 2014 - Present
Huntington National Bank October 2012 - June 2014
Huntington National Bank October 2008 - October 2012
Huntington National Bank October 2005 - October 2008
Skills
Retail Banking, Banking, Consumer Lending, Investments, Credit Cards, Home Equity Loans, Home Equity Lines of..., Internet Banking, Customer Service, Microsoft Office
Education
Davenport University 2003 — 2005
Medical Assisting, Medical/Clinical Assistant
West Ottawa High School 1999 — 2003
Tyler Lavorgna Tyler Lavorgna's Infinex Financial Group Experience May 2014 - August 2014
Job Enterprise Risk Management Intern at The Hartford
Industry Financial Services
Experience
The Hartford May 2015 - Present
Sigma Phi Epsilon November 2014 - Present
Alpha Kappa Psi September 2013 - Present
Boy Scouts of America February 2012 - February 2015
Infinex Financial Group May 2014 - August 2014
First Year Programs and Learning Communities August 2013 - December 2013
Lake Compounce Lp May 2013 - August 2013
Cheshire Youth Baseball and Softball, Inc. May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor of Science (BS), Finance, General
The Hartford May 2015 - Present
Sigma Phi Epsilon November 2014 - Present
Alpha Kappa Psi September 2013 - Present
Boy Scouts of America February 2012 - February 2015
Infinex Financial Group May 2014 - August 2014
First Year Programs and Learning Communities August 2013 - December 2013
Lake Compounce Lp May 2013 - August 2013
Cheshire Youth Baseball and Softball, Inc. May 2013 - August 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, English
Education
The University of Connecticut School of Business 2012 — 2016
Bachelor of Science (BS), Finance, General
William Patton William Patton's Infinex Financial Group Experience December 2014 - January 2015
Job Audit Intern at BlumShapiro
Industry Higher Education
Experience
BlumShapiro May 2014 - Present
Infinex Financial Group December 2014 - January 2015
FUTURITY FIRST Insurance Group January 2013 - January 2014
Freidman Kannenberg- Music Industry Accountants January 2012 - January 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Accounting, Financial Reporting, GreatPlains, Annual Reports, Quicken, QuickBooks, Journal Entries, Public Speaking, Time Management, Marketing Research, Trial Balance, Budgets, Financial Analysis, Analysis, Financial Statements, Account Reconciliation, Insurance
Education
Bentley University 2015 — 2016
Master’s Degree, Finance, General, 3.7
Bentley University 2013 — 2015
Bachelor of Science (B.S.) Accounting, Accounting
Endicott College 2011 — 2013
Bachelor of Science, Business; Accounting
BlumShapiro May 2014 - Present
Infinex Financial Group December 2014 - January 2015
FUTURITY FIRST Insurance Group January 2013 - January 2014
Freidman Kannenberg- Music Industry Accountants January 2012 - January 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Accounting, Financial Reporting, GreatPlains, Annual Reports, Quicken, QuickBooks, Journal Entries, Public Speaking, Time Management, Marketing Research, Trial Balance, Budgets, Financial Analysis, Analysis, Financial Statements, Account Reconciliation, Insurance
Education
Bentley University 2015 — 2016
Master’s Degree, Finance, General, 3.7
Bentley University 2013 — 2015
Bachelor of Science (B.S.) Accounting, Accounting
Endicott College 2011 — 2013
Bachelor of Science, Business; Accounting
Randy Namin Randy Namin's Infinex Financial Group Experience January 2001 - March 2006
Job Director of Sales at Castle Rock Innovations
Industry Financial Services
Experience
Castle Rock Innovations October 2012 - Present
ECAC 2008 - 2014
Fiduciary Benchmarks, Inc. April 2009 - August 2012
Symetra Financial June 2006 - February 2009
Infinex Financial Group January 2001 - March 2006
TD Securities 1994 - 1998
Fuji Bank 1989 - 1992
Skills
Series 7, Relationship Management, Project Management, Fixed Annuities, Investments, Series 63, Financial Advisory, Retirement Plan..., Retirement, Securities
Education
Nichols College 1983 — 1987
BSBA, Finance/Economics
MONTVILLE HIGH
Castle Rock Innovations October 2012 - Present
ECAC 2008 - 2014
Fiduciary Benchmarks, Inc. April 2009 - August 2012
Symetra Financial June 2006 - February 2009
Infinex Financial Group January 2001 - March 2006
TD Securities 1994 - 1998
Fuji Bank 1989 - 1992
Skills
Series 7, Relationship Management, Project Management, Fixed Annuities, Investments, Series 63, Financial Advisory, Retirement Plan..., Retirement, Securities
Education
Nichols College 1983 — 1987
BSBA, Finance/Economics
MONTVILLE HIGH
Anthony Petisco's Infinex Financial Group Experience December 2008 - October 2011
Job Financial Advisor at Total Wealth Management
Industry Investment Banking
Experience
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
TotalBank October 2011 - Present
Raymond James Financial Inc. December 2014 - Present
LPL Financial October 2011 - December 2014
Miami-Dade County April 2011 - November 2012
Coconut Grove Bank December 2008 - October 2011
Infinex Financial Group December 2008 - October 2011
Colonial Bank January 2005 - November 2008
SunTrust Bank June 2000 - May 2005
Skills
AML, Asset Management, Banking, Business Development, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Due Diligence, Finance, Financial Analysis, Financial Services, Investments, Loans, Mergers & Acquisitions, Mortgage Lending, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Risk Management, Securities, Series 63, Small Business Lending, Strategic Financial..., Wealth Management, Strategic Planning, Series 7, Insurance, Estate Planning, Cash Management, Financial Modeling, Financial Advisory, Investment Advisory, Asset Allocation, Relationship Management, Retirement Planning, Investment Strategies, Alternative Investments, Retirement, Fixed Income, Credit Risk, Management, Fixed Annuities, Financial Risk, Investment Management, Wealth Management..., Life Insurance
Education
Florida International University 2000 — 2003
BA, Political Science
Christopher Columbus 1997 — 2000
Casey Timmerman Casey Timmerman's Infinex Financial Group Experience March 2013 - July 2015
Job Student at WesternU
Industry Hospital & Health Care
Experience
Tokyo Joe's Studios January 2009 - Present
Infinex Financial Group March 2013 - July 2015
Tap Club September 2013 - May 2015
Concord Country Club June 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork, Social Media, English, Windows, Event Planning, Social Networking, Training, Leadership
Education
Western University of Health Sciences 2015 — 2019
The University of Connecticut 2011 — 2015
Bachelor of Science (BS), Veterinary Pathology and Pathobiology, Molecular & Cellular Biology
Tokyo Joe's Studios January 2009 - Present
Infinex Financial Group March 2013 - July 2015
Tap Club September 2013 - May 2015
Concord Country Club June 2013 - September 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork, Social Media, English, Windows, Event Planning, Social Networking, Training, Leadership
Education
Western University of Health Sciences 2015 — 2019
The University of Connecticut 2011 — 2015
Bachelor of Science (BS), Veterinary Pathology and Pathobiology, Molecular & Cellular Biology
Fred Boy IV Fred Boy IV's Infinex Financial Group Experience August 2013 - Present
Job Student at Quinnipiac University School of Business
Industry Financial Services
Experience
Infinex Financial Group August 2013 - Present
Quinnipiac University May 2012 - May 2013
Chatham Moving and Storage July 2012 - August 2012
Consolidated Dairies, Inc. May 2011 - August 2011
The Deck Bar June 2010 - August 2010
Kings Grocery Store September 2008 - August 2009
Florham Park Day Camp May 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, HTML, English, Matlab, Windows, AutoCAD, Team Leadership
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Economics
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics
Infinex Financial Group August 2013 - Present
Quinnipiac University May 2012 - May 2013
Chatham Moving and Storage July 2012 - August 2012
Consolidated Dairies, Inc. May 2011 - August 2011
The Deck Bar June 2010 - August 2010
Kings Grocery Store September 2008 - August 2009
Florham Park Day Camp May 2004 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, HTML, English, Matlab, Windows, AutoCAD, Team Leadership
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (BS), Economics
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics
Michelle Smothers Michelle Smothers's Infinex Financial Group Experience December 2013 - Present
Job Investments and Insurance Platform Coordinator
Industry Financial Services
Experience
BancorpSouth Wealth Management December 2013 - Present
Infinex Financial Group December 2013 - Present
BancorpSouth Investment Services, Inc. June 2005 - December 2014
Trustmark Securities, Inc. February 1997 - June 2005
Skills
Securities, Investments, Series 7, Series 63, Series 24, Wealth Management, Financial Analysis, Risk Management, Equities, Retirement Planning, Mutual Funds, FINRA, Executive Management, Bonds, Options, Financial Reporting, Asset Allocation, Portfolio Management, Financial Services
Education
University of South Alabama 1993 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
University of Arkansas at Little Rock 1988 — 1993
Jacksonville High School, Jacksonville, AR
BancorpSouth Wealth Management December 2013 - Present
Infinex Financial Group December 2013 - Present
BancorpSouth Investment Services, Inc. June 2005 - December 2014
Trustmark Securities, Inc. February 1997 - June 2005
Skills
Securities, Investments, Series 7, Series 63, Series 24, Wealth Management, Financial Analysis, Risk Management, Equities, Retirement Planning, Mutual Funds, FINRA, Executive Management, Bonds, Options, Financial Reporting, Asset Allocation, Portfolio Management, Financial Services
Education
University of South Alabama 1993 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
University of Arkansas at Little Rock 1988 — 1993
Jacksonville High School, Jacksonville, AR
Jeffrey W. Bail, CPA Jeffrey W. Bail, CPA's Infinex Financial Group Experience April 2013 - Present
Job Entrepreneur
Industry Financial Services
Experience
1ST NATIONAL COMMUNITY BANK April 2010 - Present
Infinex Financial Group April 2013 - Present
REVELATION ENTERPRISES LLC January 2006 - Present
Bail CPAs January 1994 - Present
AESCO ELECTRONICS INC January 2000 - January 2007
THE SALVATION ARMY DIVISIONAL HEADQUARTERS January 1990 - January 2000
Skills
Budgets, Mergers, Financial Analysis, Management, Financial Reporting, New Business Development, Business Planning, Entrepreneurship, Forecasting, Strategic Planning, Banking, Credit, Accounting, Business Strategy, Mergers & Acquisitions, Process Improvement, Nonprofits, Training, Business Development, Fundraising, Human Resources, Small Business, Cost Accounting, Microsoft Excel, Program Management, Microsoft Office, Cash Flow, Cash Management, Sales, Finance, Strategic Financial..., Insurance, Investments, Risk Management, Executive Management, Portfolio Management, Managerial Finance, CPA, Loans, Start-ups, Due Diligence, Treasury Management, Private Equity, Retirement Planning, Financial Services, Wealth Management, Commercial Lending, Small Business Lending, Financial Modeling, Asset Management
Education
The University of Akron 1973 — 1977
BS, Accounting
Leadership Portage County 2008 — 2009
Leadership Medina County 1998 — 1999
Sandler Sales Training
Copley High School
1ST NATIONAL COMMUNITY BANK April 2010 - Present
Infinex Financial Group April 2013 - Present
REVELATION ENTERPRISES LLC January 2006 - Present
Bail CPAs January 1994 - Present
AESCO ELECTRONICS INC January 2000 - January 2007
THE SALVATION ARMY DIVISIONAL HEADQUARTERS January 1990 - January 2000
Skills
Budgets, Mergers, Financial Analysis, Management, Financial Reporting, New Business Development, Business Planning, Entrepreneurship, Forecasting, Strategic Planning, Banking, Credit, Accounting, Business Strategy, Mergers & Acquisitions, Process Improvement, Nonprofits, Training, Business Development, Fundraising, Human Resources, Small Business, Cost Accounting, Microsoft Excel, Program Management, Microsoft Office, Cash Flow, Cash Management, Sales, Finance, Strategic Financial..., Insurance, Investments, Risk Management, Executive Management, Portfolio Management, Managerial Finance, CPA, Loans, Start-ups, Due Diligence, Treasury Management, Private Equity, Retirement Planning, Financial Services, Wealth Management, Commercial Lending, Small Business Lending, Financial Modeling, Asset Management
Education
The University of Akron 1973 — 1977
BS, Accounting
Leadership Portage County 2008 — 2009
Leadership Medina County 1998 — 1999
Sandler Sales Training
Copley High School
Frank Van Wert Frank Van Wert's Infinex Financial Group Experience April 2015 - Present
Job VP, Advisor Relationship Director at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group April 2015 - Present
LPL Financial January 2013 - April 2015
LPL Financial August 2007 - January 2013
LPL Financial August 2004 - January 2007
Greater Carolina Group June 2003 - August 2004
Skills
Banking, Business Development, Investments, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Securities, Investment Advisory, Financial Services, Retirement, Portfolio Management, Relationship Management, Finance, Insurance, 401k
Education
Clarion University of Pennsylvania 1996 — 2000
B.S., Education
Infinex Financial Group April 2015 - Present
LPL Financial January 2013 - April 2015
LPL Financial August 2007 - January 2013
LPL Financial August 2004 - January 2007
Greater Carolina Group June 2003 - August 2004
Skills
Banking, Business Development, Investments, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Series 63, Retirement Planning, Securities, Investment Advisory, Financial Services, Retirement, Portfolio Management, Relationship Management, Finance, Insurance, 401k
Education
Clarion University of Pennsylvania 1996 — 2000
B.S., Education
Steven Damiani Steven Damiani's Infinex Financial Group Experience October 2013 - Present
Job VP Business Development at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Infinex Financial Group October 2013 - Present
Investment Professionals, Inc. January 2008 - October 2013
Rockland Trust Company 2005 - 2008
Slades Bank 2003 - 2005
Cambridgeport Bank 1998 - 2003
merril lynch 1989 - 1994
merril lynch 1989 - 1994
Skills
Investments, Retirement Planning, Insurance, Series 7, Sales, Retail Banking, Wealth Management, Retirement, Investment Advisory, Finance, Series 63, Banking, Mutual Funds
Education
University of Massachusetts, Amherst
B.S.
Rob Cathcart's Infinex Financial Group Experience November 2013 - Present
Job Investment Advisor
Industry Financial Services
Experience
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Pembroke Academy February 2015 - Present
Infinex Financial Group November 2013 - Present
Harvest Capital, LLC June 2011 - November 2013
Goffstown Area High School September 2001 - January 2011
Mass Mutual May 1992 - December 2007
The Phoenix Companies 1982 - 1992
Education
University of Massachusetts at Lowell 1977 — 1981
BA, English, Business
Springfield College 1976 — 1977
Masconomet Regional High School 1972 — 1976
Bob Brawders Bob Brawders's Infinex Financial Group Experience April 1993 - June 1999
Job Principal, Business Transactions Company
Industry Management Consulting
Experience
Business Transactions Company April 2002 - Present
SBLI USA June 1999 - December 2001
Infinex Financial Group April 1993 - June 1999
Mechanics Savings Bank June 1986 - April 1993
Skills
Sales, Management, Public Speaking, Banking, Product Development, Leadership, Insurance, Investments, Strategic Planning, New Business Development, Business Development, Sales Management, Marketing Strategy, Process Improvement, Account Management, Microsoft Excel, Social Media, Team Building, Public Relations, Coaching, Salesforce.com, Project Management, Customer Service, Training, Team Leadership, Business Planning, Contract Negotiation, Marketing
Education
Fitchburg State University 1979 — 1981
BS, Communications/Media
Springfield Technical Community College 1977 — 1979
Associates Degree, TV Journalism
Business Transactions Company April 2002 - Present
SBLI USA June 1999 - December 2001
Infinex Financial Group April 1993 - June 1999
Mechanics Savings Bank June 1986 - April 1993
Skills
Sales, Management, Public Speaking, Banking, Product Development, Leadership, Insurance, Investments, Strategic Planning, New Business Development, Business Development, Sales Management, Marketing Strategy, Process Improvement, Account Management, Microsoft Excel, Social Media, Team Building, Public Relations, Coaching, Salesforce.com, Project Management, Customer Service, Training, Team Leadership, Business Planning, Contract Negotiation, Marketing
Education
Fitchburg State University 1979 — 1981
BS, Communications/Media
Springfield Technical Community College 1977 — 1979
Associates Degree, TV Journalism
Troy Sterba CFP® Troy Sterba CFP®'s Infinex Financial Group Experience August 2011 - Present
Job Private Wealth Advisor at Gibraltar Private Bank & Trust
Industry Investment Management
Experience
Gibraltar Private Bank & Trust June 2011 - Present
Infinex Financial Group August 2011 - Present
BankUnited August 2006 - June 2011
Citibank 2001 - 2002
First Union National Bank 1990 - 2001
Education
University of Miami - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Gibraltar Private Bank & Trust June 2011 - Present
Infinex Financial Group August 2011 - Present
BankUnited August 2006 - June 2011
Citibank 2001 - 2002
First Union National Bank 1990 - 2001
Education
University of Miami - School of Business 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance
Terry Timmerman's Infinex Financial Group Experience November 2013 - Present
Job Financial Advisor at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group November 2013 - Present
Harvest Capital LLC April 2013 - Present
MassMutual Financial Group October 2010 - April 2013
Concord Hospital July 1996 - December 2010
Skills
Investments, Securities, Socially Responsible..., Finance, Mutual Funds, Retirement Planning, Sustainable Investing, Wealth Management, Strategic Financial..., Financial Services, Variable Annuities, Retirement Income..., Equity Indexed Annuities, Fixed Annuities, Indexed Annuities, Insurance, Disability Insurance, 401k, Financial Advisory, Employee Benefits, Life Insurance, Analysis, Risk Management, Long Term Care Insurance, LGBT community, Data Analysis, Financial Planners, Budgets, Gap Analysis, Business Analysis, Strategic Planning, Project Planning, Customer Service, Process Improvement, Microsoft Excel, Professional Women, Women Leaders, Estate Planning, Series 63, Series 7
Education
Baldwin-Wallace College
University of New Hampshire
University of Notre Dame
Infinex Financial Group November 2013 - Present
Harvest Capital LLC April 2013 - Present
MassMutual Financial Group October 2010 - April 2013
Concord Hospital July 1996 - December 2010
Skills
Investments, Securities, Socially Responsible..., Finance, Mutual Funds, Retirement Planning, Sustainable Investing, Wealth Management, Strategic Financial..., Financial Services, Variable Annuities, Retirement Income..., Equity Indexed Annuities, Fixed Annuities, Indexed Annuities, Insurance, Disability Insurance, 401k, Financial Advisory, Employee Benefits, Life Insurance, Analysis, Risk Management, Long Term Care Insurance, LGBT community, Data Analysis, Financial Planners, Budgets, Gap Analysis, Business Analysis, Strategic Planning, Project Planning, Customer Service, Process Improvement, Microsoft Excel, Professional Women, Women Leaders, Estate Planning, Series 63, Series 7
Education
Baldwin-Wallace College
University of New Hampshire
University of Notre Dame
Eric Szymojko Eric Szymojko's Infinex Financial Group Experience August 2004 - May 2007
Job Telecommunications Team Lead at Health New England
Industry Insurance
Experience
Health New England May 2007 - Present
Infinex Financial Group August 2004 - May 2007
Unicare January 2000 - September 2003
Skills
Process Improvement, Insurance, Health Insurance, Healthcare, Software Documentation, Access, HIPAA, Medicare, Visio, Healthcare Information..., Telecommunications, Customer Service, Managed Care, Microsoft Office, Leadership, Vendor Management
Education
Massachusetts College of Liberal Arts 1996 — 1998
Bachelor of Science (B.S.), Computer Science
Springfield Technical Community College 1994 — 1996
Associate's degree, Computer Systems
Health New England May 2007 - Present
Infinex Financial Group August 2004 - May 2007
Unicare January 2000 - September 2003
Skills
Process Improvement, Insurance, Health Insurance, Healthcare, Software Documentation, Access, HIPAA, Medicare, Visio, Healthcare Information..., Telecommunications, Customer Service, Managed Care, Microsoft Office, Leadership, Vendor Management
Education
Massachusetts College of Liberal Arts 1996 — 1998
Bachelor of Science (B.S.), Computer Science
Springfield Technical Community College 1994 — 1996
Associate's degree, Computer Systems
Erin Landers, CFP® Erin Landers, CFP®'s Infinex Financial Group Experience 2008 - 2014
Job Portfolio Manager at FirstMerit Bank
Industry Financial Services
Experience
FirstMerit Bank 2014 - Present
Infinex Financial Group 2008 - 2014
Lapeer County Bank & Trust Co. 2001 - 2008
Skills
Portfolio Management, Finance, Financial Advisory, Personal Financial..., Retirement Planning, Investments, Investment Advisory..., Wealth Management
Education
University of Michigan-Flint 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Kaplan University 2013 — 2014
Financial Planning Education Program, Financial Planning and Services
FirstMerit Bank 2014 - Present
Infinex Financial Group 2008 - 2014
Lapeer County Bank & Trust Co. 2001 - 2008
Skills
Portfolio Management, Finance, Financial Advisory, Personal Financial..., Retirement Planning, Investments, Investment Advisory..., Wealth Management
Education
University of Michigan-Flint 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Kaplan University 2013 — 2014
Financial Planning Education Program, Financial Planning and Services
Fred Boy Fred Boy's Infinex Financial Group Experience May 2015 - Present
Job Client Service Representative at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group May 2015 - Present
Infinex Financial Group August 2013 - May 2015
Quinnipiac University's Q30 Television Station May 2012 - May 2013
Skills
Financial Services, Albridge, MoneyGuidePro, DST Vision, Forefield, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (B.S.), Economics
Infinex Financial Group May 2015 - Present
Infinex Financial Group August 2013 - May 2015
Quinnipiac University's Q30 Television Station May 2012 - May 2013
Skills
Financial Services, Albridge, MoneyGuidePro, DST Vision, Forefield, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Quinnipiac University 2009 — 2013
Bachelor of Science (B.S.), Economics
David Eyler David Eyler's Infinex Financial Group Experience March 2013 - July 2014
Job Financial Advisor at MassMutual Northern New England
Industry Financial Services
Experience
MassMutual Northern New England August 2014 - Present
Passumpsic Savings Bank March 2013 - July 2014
Infinex Financial Group March 2013 - July 2014
CEO Miller's Fare, LLC April 1999 - March 2013
President, Board of Directors, St. J. Food Co - op January 2004 - December 2007
NECI September 1996 - October 1997
Barnet-Brandt & Kimball April 1991 - October 1994
Edward Tyler Nahem Fine Art 1991 - 1993
Skills
Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Budgets, Tax-advantaged..., Finance, Annuity Sales, Small Business, Entrepreneurship, Strategic Planning, Life & Health Insurance, Management, Fixed Annuities
Education
New York University 1989 — 1993
Master of Arts (M.A.), Art History and Ancient Near Eastern Archaeology
Emory University 1985 — 1989
Bachelor of Science (B.S.) Psychology/ Bacheor of Arts cum laude, Cognitive Psychology/ Art History & Archaeolgy
University of Bristol 1987 — 1988
Bachelor of Science (B.S.), Cognitve and Child Psychology
Harvard University 1984 — 1985
Continuing Summer Education Program, Psychology & Cognitive Development
Mount Vernon High School 1981 — 1985
Graduated in top 10 of class with honors, Advancement Placement Curriculum, 3.9
MassMutual Northern New England August 2014 - Present
Passumpsic Savings Bank March 2013 - July 2014
Infinex Financial Group March 2013 - July 2014
CEO Miller's Fare, LLC April 1999 - March 2013
President, Board of Directors, St. J. Food Co - op January 2004 - December 2007
NECI September 1996 - October 1997
Barnet-Brandt & Kimball April 1991 - October 1994
Edward Tyler Nahem Fine Art 1991 - 1993
Skills
Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Budgets, Tax-advantaged..., Finance, Annuity Sales, Small Business, Entrepreneurship, Strategic Planning, Life & Health Insurance, Management, Fixed Annuities
Education
New York University 1989 — 1993
Master of Arts (M.A.), Art History and Ancient Near Eastern Archaeology
Emory University 1985 — 1989
Bachelor of Science (B.S.) Psychology/ Bacheor of Arts cum laude, Cognitive Psychology/ Art History & Archaeolgy
University of Bristol 1987 — 1988
Bachelor of Science (B.S.), Cognitve and Child Psychology
Harvard University 1984 — 1985
Continuing Summer Education Program, Psychology & Cognitive Development
Mount Vernon High School 1981 — 1985
Graduated in top 10 of class with honors, Advancement Placement Curriculum, 3.9
Tim Munsie's Infinex Financial Group Experience November 2014 - Present
Job Portfolio Manager at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group November 2014 - Present
Constitution Advisory Group January 2010 - October 2014
UBS Financial Services Inc. January 2007 - December 2009
Skills
Investments, Wealth Management, Financial Planning, 401k, Long Term Care, Portfolio Management, Estate Planning, Strategic Financial..., Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Finance, Retirement, Investment Advisory, Series 6, Fixed Annuities, Asset Allocation, FINRA
Education
The University of Connecticut 2003 — 2007
BA, Economics
Infinex Financial Group November 2014 - Present
Constitution Advisory Group January 2010 - October 2014
UBS Financial Services Inc. January 2007 - December 2009
Skills
Investments, Wealth Management, Financial Planning, 401k, Long Term Care, Portfolio Management, Estate Planning, Strategic Financial..., Retirement Planning, Securities, Series 7, Series 63, Mutual Funds, Finance, Retirement, Investment Advisory, Series 6, Fixed Annuities, Asset Allocation, FINRA
Education
The University of Connecticut 2003 — 2007
BA, Economics
Chuck Gilbert's Infinex Financial Group Experience February 2006 - August 2006
Job Experienced Sales and Sales Leadership Professional
Industry Financial Services
Experience
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
CCG Capital Investments, LLC January 2015 - Present
Natixis Global Asset Management March 2011 - September 2014
TD Ameritrade August 2006 - March 2011
Infinex Financial Group February 2006 - August 2006
Citizens Bank - Citizens Financial Services April 2002 - February 2006
Morgan Stanley January 2000 - April 2002
Paine Webber January 1997 - January 2000
UBS January 1997 - January 2000
Skills
Asset Management, Portfolio Management, Private Equity, Finance, Investment Management, Financial Advisory, Management, Sales, Series 7, Mutual Funds, Series 63, Investments, Financial Services, Wealth Management, Asset Allocation, Asset Managment, Funding, CRM, New Business Development, Securities, Alternative Investments, Equities, Retirement Planning, Strategic Planning, Relationship Management, Sales Management, Leadership, Fixed Income, Risk Management, Investment Advisory, Consulting
Education
University of Massachusetts, Amherst
Ida Viglione Ida Viglione's Infinex Financial Group Experience March 2003 - Present
Job SVP Lead Generation Division at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group March 2003 - Present
Granite Bank January 2000 - March 2003
Star Market 1995 - 1998
Skills
Series 63, Investments, Series 7, Banking
Education
Southern New Hampshire University 1995 — 1997
Associate in Science, Business and Psychology
Infinex Financial Group March 2003 - Present
Granite Bank January 2000 - March 2003
Star Market 1995 - 1998
Skills
Series 63, Investments, Series 7, Banking
Education
Southern New Hampshire University 1995 — 1997
Associate in Science, Business and Psychology
Bruce Griggs Bruce Griggs's Infinex Financial Group Experience February 2015 - August 2015
Job
Industry Financial Services
Experience
Bank of Lancaster February 2015 - August 2015
Infinex Financial Group February 2015 - August 2015
Next Financial Group January 2013 - January 2015
Anderson & Strudwick/Sterne Agee June 2006 - January 2013
Skills
Finance, Financial Planning, Investments, Retirement Planning, Wealth Management
Education
North Carolina State University 1982 — 1985
Doctor of Philosophy (Ph.D.), Wood and paper science and engineering
Georgia Institute of Technology/institute of Paper Chemistry 1979 — 1981
Master of Science (MS), Paper Science and Engineering
Purdue University 1976 — 1979
Bachelor's degree, Chemistry
Bank of Lancaster February 2015 - August 2015
Infinex Financial Group February 2015 - August 2015
Next Financial Group January 2013 - January 2015
Anderson & Strudwick/Sterne Agee June 2006 - January 2013
Skills
Finance, Financial Planning, Investments, Retirement Planning, Wealth Management
Education
North Carolina State University 1982 — 1985
Doctor of Philosophy (Ph.D.), Wood and paper science and engineering
Georgia Institute of Technology/institute of Paper Chemistry 1979 — 1981
Master of Science (MS), Paper Science and Engineering
Purdue University 1976 — 1979
Bachelor's degree, Chemistry
Katherine Franco's Infinex Financial Group Experience May 2015 - Present
Job Commission Specialist at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group May 2015 - Present
RuffaloCODY September 2014 - April 2015
Northwestern Mutual May 2014 - December 2014
Macy's May 2012 - August 2013
SJH Engineering P.C. June 2010 - August 2010
YMCA June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Teamwork, Time Management, Sales, Risk Management, Life Insurance, Communication, Marketing, Customer Satisfaction, Inventory Management, Data Entry, Personal Financial..., Visual Merchandising, Retail, Event Planning
Education
University of Connecticut 2013 — 2015
Bachelor’s Degree, Business/Managerial Economics
Central Connecticut State University 2011 — 2013
Infinex Financial Group May 2015 - Present
RuffaloCODY September 2014 - April 2015
Northwestern Mutual May 2014 - December 2014
Macy's May 2012 - August 2013
SJH Engineering P.C. June 2010 - August 2010
YMCA June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Teamwork, Time Management, Sales, Risk Management, Life Insurance, Communication, Marketing, Customer Satisfaction, Inventory Management, Data Entry, Personal Financial..., Visual Merchandising, Retail, Event Planning
Education
University of Connecticut 2013 — 2015
Bachelor’s Degree, Business/Managerial Economics
Central Connecticut State University 2011 — 2013
Darien Lewie Darien Lewie's Infinex Financial Group Experience November 2013 - Present
Job Infinex Wealth Advisors
Industry Financial Services
Experience
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
Aaron Johnson, CRPC Aaron Johnson, CRPC's Infinex Financial Group Experience August 2006 - March 2009
Job Financial Advisor at CUNA Mutual Group Located at Virginia Credit Union
Industry Financial Services
Experience
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
CUNA Mutual Group Located at Virginia Credit Union May 2015 - Present
The Bank of Southside Virginia May 2009 - May 2015
Infinex Financial Group August 2006 - March 2009
Morgan Stanley July 2005 - June 2006
American Express Financial Advisors April 2003 - June 2005
Integrated Business Systems, Inc. 2001 - 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, Financial Services, Financial Advisory, Asset Allocation, Financial Planners, Estate Planning, Series 63, Strategic Financial..., Financial Planning, Wealth Management, Insurance, Banking, Fixed Annuities, Finance, Asset Management, Investment Advisory, Retirement Income..., Portfolio Management, Mutual Funds, Financial Analysis, Stocks, Series 65, Series 24, Term Life Insurance, Universal Life, Alternative Investments, Variable Annuities, Variable Life, Fixed Income
Education
James Madison University 1996 — 2000
B.B.A, Marketing and Finance
Jillian Carcia's Infinex Financial Group Experience February 2011 - December 2012
Job Director of Marketing & Business Development at MeyerChatfield
Industry Marketing and Advertising
Experience
Meyer-Chatfield November 2013 - Present
Infinex Financial Group February 2011 - December 2012
KBE Building Corporation August 2010 - January 2011
Solidus, Inc. April 2002 - August 2010
JOBPRO - one of CT's leading temporary staffing firms March 2002 - August 2002
National Institute of Clinical Application of Behavioral Medicine June 2001 - January 2002
New England Personnel March 1996 - May 2001
Skills
Marketing Communications, Direct Marketing, Media Planning, Corporate Communications, Digital Marketing, Email Marketing, B2B Marketing, Copywriting, Brand Management, Social Media Marketing, Internal Communications, Corporate Branding, Advertising, Brand Development, Media Relations, Brand Awareness, Strategic Communications, Social Networking, Integrated Marketing, Leadership, Training, Business Development, Marketing Strategy, CRM, Strategic Partnerships, B2B, New Business Development
Education
Paier College of Art Inc
4 year degree, Marketing & advertising
DISC - industry profiling instruments
Insight Training
Meyer-Chatfield November 2013 - Present
Infinex Financial Group February 2011 - December 2012
KBE Building Corporation August 2010 - January 2011
Solidus, Inc. April 2002 - August 2010
JOBPRO - one of CT's leading temporary staffing firms March 2002 - August 2002
National Institute of Clinical Application of Behavioral Medicine June 2001 - January 2002
New England Personnel March 1996 - May 2001
Skills
Marketing Communications, Direct Marketing, Media Planning, Corporate Communications, Digital Marketing, Email Marketing, B2B Marketing, Copywriting, Brand Management, Social Media Marketing, Internal Communications, Corporate Branding, Advertising, Brand Development, Media Relations, Brand Awareness, Strategic Communications, Social Networking, Integrated Marketing, Leadership, Training, Business Development, Marketing Strategy, CRM, Strategic Partnerships, B2B, New Business Development
Education
Paier College of Art Inc
4 year degree, Marketing & advertising
DISC - industry profiling instruments
Insight Training
Robert Carroll Jr.'s Infinex Financial Group Experience August 2000 - Present
Job Vice President Senior Regional Director at Infinex Financial Group
Industry Investment Management
Experience
Infinex Financial Group August 2000 - Present
Infinex Financial Group August 2000 - Present
Newtown Savings Bank June 1995 - August 2000
Society for Savings 1987 - 1992
Skills
Series 63, Asset Managment, Series 7, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 24, Fixed Annuities, Bonds, Retirement, Financial Advisory, IRAs, 401k, Retirement Planning, Strategic Financial..., Asset Management, Asset Allocation, Financial Services
Education
University of Connecticut 1989 — 1992
mba, Finance
Fairfield University 1983 — 1986
Infinex Financial Group August 2000 - Present
Infinex Financial Group August 2000 - Present
Newtown Savings Bank June 1995 - August 2000
Society for Savings 1987 - 1992
Skills
Series 63, Asset Managment, Series 7, Investments, Alternative Investments, Mutual Funds, Wealth Management, Series 24, Fixed Annuities, Bonds, Retirement, Financial Advisory, IRAs, 401k, Retirement Planning, Strategic Financial..., Asset Management, Asset Allocation, Financial Services
Education
University of Connecticut 1989 — 1992
mba, Finance
Fairfield University 1983 — 1986
James M. Muse, CFP®'s Infinex Financial Group Experience June 2003 - September 2005
Job Senior Vice President at North Shore Bank
Industry Banking
Experience
North Shore Bank, A Co-operative Bank November 2006 - Present
Infinex Financial Group June 2003 - September 2005
Beverly National Bank (Now Peoples United Bank) May 1997 - May 2003
Cambridge Savings Bank September 1986 - May 1997
Salem Five Bank May 1982 - September 1984
Skills
Investments, Banking, Financial Services, Portfolio Management, Marketing Strategy, Strategic Financial..., Sales Management, Leadership, Sales, Loans, Retail Banking, Credit, Relationship Management, Finance, Marketing Management, Budgets, Customer Service, Management
Education
Fairfield University 2001 — 2003
MBA, Business Adminstration
University of Colorado Boulder 1998 — 1999
Graduate Certificate, School of Financial Services Marketing
Fairfield University 1993 — 1995
Graduate Certificate, National School of Banking
Salem State University 1978 — 1983
BS, Business
North Shore Bank, A Co-operative Bank November 2006 - Present
Infinex Financial Group June 2003 - September 2005
Beverly National Bank (Now Peoples United Bank) May 1997 - May 2003
Cambridge Savings Bank September 1986 - May 1997
Salem Five Bank May 1982 - September 1984
Skills
Investments, Banking, Financial Services, Portfolio Management, Marketing Strategy, Strategic Financial..., Sales Management, Leadership, Sales, Loans, Retail Banking, Credit, Relationship Management, Finance, Marketing Management, Budgets, Customer Service, Management
Education
Fairfield University 2001 — 2003
MBA, Business Adminstration
University of Colorado Boulder 1998 — 1999
Graduate Certificate, School of Financial Services Marketing
Fairfield University 1993 — 1995
Graduate Certificate, National School of Banking
Salem State University 1978 — 1983
BS, Business
Thomas Harry's Infinex Financial Group Experience April 1999 - Present
Job Clear Sailing Financial Independent Financial Planning & Financial Advisory Services
Industry Financial Services
Experience
New England Disabled Sports November 2005 - Present
Clear Sailing Financial Group April 1999 - Present
Infinex Financial Group April 1999 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Insurance, Coaching, Financial Advisory, Employee Benefits, Financial Planners, Financial Services, Management, Succession Planning, Pensions, Investment Strategies, 401k, Analysis, Trusts, Estate Planning, Retirement, Tax, Wealth Management, Wealth Accumulation, Mutual Funds, Investments
Education
Boston University 2008 — 2012
CFP Practitioner, Business, Financial Planning, Estate Planning, Investment
Denison University 1972 — 1976
Bachelor of Arts (B.A.), Business/Corporate Communications
New England Disabled Sports November 2005 - Present
Clear Sailing Financial Group April 1999 - Present
Infinex Financial Group April 1999 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Insurance, Coaching, Financial Advisory, Employee Benefits, Financial Planners, Financial Services, Management, Succession Planning, Pensions, Investment Strategies, 401k, Analysis, Trusts, Estate Planning, Retirement, Tax, Wealth Management, Wealth Accumulation, Mutual Funds, Investments
Education
Boston University 2008 — 2012
CFP Practitioner, Business, Financial Planning, Estate Planning, Investment
Denison University 1972 — 1976
Bachelor of Arts (B.A.), Business/Corporate Communications
Tony Carvalho's Infinex Financial Group Experience September 2006 - November 2007
Job Controller
Industry Accounting
Experience
CT Financial Services January 2008 - Present
Emme E2MS LLC July 2012 - September 2013
Infinex Financial Group September 2006 - November 2007
Erickson Metals Corporation February 2001 - January 2005
Eichenauer USA January 1996 - June 2000
AM Technology January 1991 - January 1996
Pro Con Construction January 1982 - January 1991
Skills
Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Managerial Finance, Finance, Forecasting, Variance Analysis, Internal Audit, Cost Accounting, Cash Flow, Accounts Payable, Accounts Receivable, Strategic Financial..., Fixed Assets, Payroll, Financial Statements, Analysis, Due Diligence, Budgets, Risk Management, Invoicing, Banking, Financial Forecasting, Consolidation, Revenue Recognition, General Ledger, Cash Management, Budgeting, Management, Executive Management, Financial Modeling, Account Reconciliation, Corporate Finance, Tax Returns, Strategy, QuickBooks, Process Improvement, Financial Audits, Management Consulting, Treasury, Business Planning, ERP, Pricing, Mergers & Acquisitions
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Global Business Administration
Southern New Hampshire University
Bachelor's Degree, Accounting
CT Financial Services January 2008 - Present
Emme E2MS LLC July 2012 - September 2013
Infinex Financial Group September 2006 - November 2007
Erickson Metals Corporation February 2001 - January 2005
Eichenauer USA January 1996 - June 2000
AM Technology January 1991 - January 1996
Pro Con Construction January 1982 - January 1991
Skills
Accounting, Financial Reporting, Internal Controls, GAAP, Financial Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Managerial Finance, Finance, Forecasting, Variance Analysis, Internal Audit, Cost Accounting, Cash Flow, Accounts Payable, Accounts Receivable, Strategic Financial..., Fixed Assets, Payroll, Financial Statements, Analysis, Due Diligence, Budgets, Risk Management, Invoicing, Banking, Financial Forecasting, Consolidation, Revenue Recognition, General Ledger, Cash Management, Budgeting, Management, Executive Management, Financial Modeling, Account Reconciliation, Corporate Finance, Tax Returns, Strategy, QuickBooks, Process Improvement, Financial Audits, Management Consulting, Treasury, Business Planning, ERP, Pricing, Mergers & Acquisitions
Education
Southern New Hampshire University
Master of Business Administration (M.B.A.), Global Business Administration
Southern New Hampshire University
Bachelor's Degree, Accounting
Robert Peckham's Infinex Financial Group Experience February 2006 - Present
Job Investment Executive at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group February 2006 - Present
Chase October 2004 - November 2005
Leisure Works April 2003 - October 2004
Prudential Securities December 2000 - April 2003
Morgan Stanley Dean Witter December 1989 - December 2000
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Securities, Retirement
Education
University of Arizona 1981 — 1988
Infinex Financial Group February 2006 - Present
Chase October 2004 - November 2005
Leisure Works April 2003 - October 2004
Prudential Securities December 2000 - April 2003
Morgan Stanley Dean Witter December 1989 - December 2000
Skills
Series 7, Mutual Funds, Investments, Portfolio Management, Wealth Management, Retirement Planning, Investment Strategies, Series 63, Securities, Retirement
Education
University of Arizona 1981 — 1988
Darren Hertell's Infinex Financial Group Experience November 2009 - August 2013
Job Underwriter at Markel Corporation
Industry Insurance
Experience
Markel Corporation August 2013 - Present
Infinex Financial Group November 2009 - August 2013
Capital One Bank August 2009 - November 2009
Bar-Illan Corporate Insurance January 2009 - July 2009
Credit Suisse January 2006 - January 2009
BI Investments, LLC November 2003 - December 2005
Wachovia Bank November 2001 - June 2003
The Industry Standard May 2000 - May 2001
Education
University of Virginia 1993 — 1997
B.S., English, Religion
University of Richmond - Robins School of Business
Westfield High School
Westfield High School
Markel Corporation August 2013 - Present
Infinex Financial Group November 2009 - August 2013
Capital One Bank August 2009 - November 2009
Bar-Illan Corporate Insurance January 2009 - July 2009
Credit Suisse January 2006 - January 2009
BI Investments, LLC November 2003 - December 2005
Wachovia Bank November 2001 - June 2003
The Industry Standard May 2000 - May 2001
Education
University of Virginia 1993 — 1997
B.S., English, Religion
University of Richmond - Robins School of Business
Westfield High School
Westfield High School
Suzanne Colaluca's Infinex Financial Group Experience June 2007 - Present
Job Vice President Regional Director at Infinex Investments, Inc
Industry Financial Services
Experience
Infinex Financial Group June 2007 - Present
Chelsea Groton Bank 1981 - 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Portfolio Management, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Advisory, Insurance, Banking, Retirement, Asset Managment, Series 24, Alternative Investments, Fixed Annuities, Financial Planning
Education
Eastern Connecticut State University 1974 — 1978
BA, Applied Social Relations
Infinex Financial Group June 2007 - Present
Chelsea Groton Bank 1981 - 2007
Skills
Mutual Funds, Series 7, Investments, Series 63, Portfolio Management, Investment Advisory, Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Asset Allocation, Financial Advisory, Insurance, Banking, Retirement, Asset Managment, Series 24, Alternative Investments, Fixed Annuities, Financial Planning
Education
Eastern Connecticut State University 1974 — 1978
BA, Applied Social Relations
Tony Vadino's Infinex Financial Group Experience December 2011 - February 2013
Job Vice President Investments at Old National Bank
Industry Banking
Experience
Old National Investments offered thru LPL October 2014 - Present
Old National Bank October 2014 - Present
1st Global Research and Consulting May 2013 - September 2014
Infinex Financial Group December 2011 - February 2013
First Place Bank June 2011 - December 2011
M&I Wealth Management January 2008 - July 2009
Sky Financial Group January 2004 - July 2007
Fifth Third Securities October 2001 - October 2003
Old Kent Bank January 1997 - October 2001
Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit
Education
University of Michigan 1967 — 1971
BS, Science
Old National Investments offered thru LPL October 2014 - Present
Old National Bank October 2014 - Present
1st Global Research and Consulting May 2013 - September 2014
Infinex Financial Group December 2011 - February 2013
First Place Bank June 2011 - December 2011
M&I Wealth Management January 2008 - July 2009
Sky Financial Group January 2004 - July 2007
Fifth Third Securities October 2001 - October 2003
Old Kent Bank January 1997 - October 2001
Skills
Leadership, Management, Banking, Insurance, Investments, Portfolio Management, Sales Management, Commercial Banking, Wealth Management, Business Development, Loans, Credit
Education
University of Michigan 1967 — 1971
BS, Science
Kevin Mancini's Infinex Financial Group Experience August 2008 - Present
Job Vice President and Director of Operations
Industry Financial Services
Experience
Infinex Financial Group August 2008 - Present
United Technologies - Pratt and Whitney January 2006 - August 2008
United Technologies - Pratt and Whitney January 2006 - August 2008
Infinex Investments, Inc January 2004 - January 2006
Infinex Investments, Inc. January 2001 - January 2006
Fidelity Investments January 2000 - January 2001
Skills
Forecasting, Financial Analysis, Valuation, Asset Managment, Financial Modeling, Process Improvement, Access, Risk Management, Bloomberg, Budget, Operations Management, Project Management, Strategic Planning, Due Diligence, Microsoft Excel, Analysis, Change Management, Investments
Education
Rensselaer Polytechnic Institute at Hartford 2006 — 2008
Masters, International Business/Management
The University of Connecticut 1997 — 2000
BS, Finance
Infinex Financial Group August 2008 - Present
United Technologies - Pratt and Whitney January 2006 - August 2008
United Technologies - Pratt and Whitney January 2006 - August 2008
Infinex Investments, Inc January 2004 - January 2006
Infinex Investments, Inc. January 2001 - January 2006
Fidelity Investments January 2000 - January 2001
Skills
Forecasting, Financial Analysis, Valuation, Asset Managment, Financial Modeling, Process Improvement, Access, Risk Management, Bloomberg, Budget, Operations Management, Project Management, Strategic Planning, Due Diligence, Microsoft Excel, Analysis, Change Management, Investments
Education
Rensselaer Polytechnic Institute at Hartford 2006 — 2008
Masters, International Business/Management
The University of Connecticut 1997 — 2000
BS, Finance
William Cummings's Infinex Financial Group Experience Partner, Chairman of Broker-Dealer and Investment Managment Practice GroupTyler Cooper & AlcornDecember 1991 - April 2004
Job Senior Executive Vice President, Chief Operating Officer and General Counsel at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group Partner, Chairman of Broker-Dealer and Investment Managment Practice GroupTyler Cooper & AlcornDecember 1991 - April 2004
Education
University at Buffalo
BS, Accounting
University at Buffalo
MBA, Accounting
University at Buffalo
JD, Law
Infinex Financial Group Partner, Chairman of Broker-Dealer and Investment Managment Practice GroupTyler Cooper & AlcornDecember 1991 - April 2004
Education
University at Buffalo
BS, Accounting
University at Buffalo
MBA, Accounting
University at Buffalo
JD, Law
Amie Helm's Infinex Financial Group Experience March 2004 - Present
Job AVP Lead Generation Division at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group March 2004 - Present
Granite Bank August 2000 - August 2003
Vermont National Bank August 1997 - February 2000
Skills
Training Delivery, Customer Service, Financial Services, Banking, Marketing, Writing, Management, Sales Management, Sales Presentation...
Education
Palm Beach Community College 1987 — 1990
Associate's degree, Paralegal
Infinex Financial Group March 2004 - Present
Granite Bank August 2000 - August 2003
Vermont National Bank August 1997 - February 2000
Skills
Training Delivery, Customer Service, Financial Services, Banking, Marketing, Writing, Management, Sales Management, Sales Presentation...
Education
Palm Beach Community College 1987 — 1990
Associate's degree, Paralegal
David Maikowski's Infinex Financial Group Experience March 1996 - Present
Job Investment Executive
Industry Investment Management
Experience
Infinex Financial Group March 1996 - Present
Farmington Bank 1996 - 2009
Farmington Bank 1996 - 2009
Derby Savings Bank 1993 - 1996
Buurritt InterFinancial Bancorp 1990 - 1993
Skills
Investments, Asset Management, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Long-term Care, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Managment, Banking, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Series 24, Financial Modeling, Investment Management, Retirement, Fixed Annuities, Bonds, Series 65, Uniform Combined State..., 401k, Securities, FINRA, Wealth Management..., Series 6, ETFs, IRAs, Wealth, Variable Annuities
Education
Allegheny College 1984 — 1988
BS, Economics
Avon Old Farms
Infinex Financial Group March 1996 - Present
Farmington Bank 1996 - 2009
Farmington Bank 1996 - 2009
Derby Savings Bank 1993 - 1996
Buurritt InterFinancial Bancorp 1990 - 1993
Skills
Investments, Asset Management, Strategic Financial..., Portfolio Management, Series 7, Mutual Funds, Long-term Care, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Asset Managment, Banking, Investment Advisory, Equities, Investment Strategies, Alternative Investments, Financial Advisory, Series 24, Financial Modeling, Investment Management, Retirement, Fixed Annuities, Bonds, Series 65, Uniform Combined State..., 401k, Securities, FINRA, Wealth Management..., Series 6, ETFs, IRAs, Wealth, Variable Annuities
Education
Allegheny College 1984 — 1988
BS, Economics
Avon Old Farms
Jere Colcer's Infinex Financial Group Experience December 2009 - Present
Job
Industry Financial Services
Experience
Infinex Financial Group December 2009 - Present
LPL Finanical February 2002 - November 2009
Education
Appalachian State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Infinex Financial Group December 2009 - Present
LPL Finanical February 2002 - November 2009
Education
Appalachian State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Marketing
Marla Chaet's Infinex Financial Group Experience November 2013 - July 2015
Job Financial Representative at Western & Southern Life
Industry Insurance
Experience
Western & Southern Life July 2015 - Present
Infinex Financial Group November 2013 - July 2015
Harvest Capital LLC July 2012 - November 2013
Northstar Financial Companies, Inc. May 2010 - May 2012
Berson Financial Company July 2005 - April 2010
Skills
Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Variable Life Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Critical Illness, Long-term Care, Insurance Reviews, Financial Planning, 401K Plans, IRA Rollovers, Mutual Funds, Individual Major..., Small Group Medical, Medicare Supplemental..., 529 Plans, Financial Seminars
Education
Central Connecticut State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Western & Southern Life July 2015 - Present
Infinex Financial Group November 2013 - July 2015
Harvest Capital LLC July 2012 - November 2013
Northstar Financial Companies, Inc. May 2010 - May 2012
Berson Financial Company July 2005 - April 2010
Skills
Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Variable Life Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Critical Illness, Long-term Care, Insurance Reviews, Financial Planning, 401K Plans, IRA Rollovers, Mutual Funds, Individual Major..., Small Group Medical, Medicare Supplemental..., 529 Plans, Financial Seminars
Education
Central Connecticut State University 1977 — 1981
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brian Kulik's Infinex Financial Group Experience June 2012 - Present
Job
Industry Financial Services
Experience
Infinex Financial Group June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Leadership, Financial Services
Education
University of Connecticut 2008 — 2011
Bachelor of Arts (B.A.), Economics
Infinex Financial Group June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training, Leadership, Financial Services
Education
University of Connecticut 2008 — 2011
Bachelor of Arts (B.A.), Economics
Donald Barton's Infinex Financial Group Experience November 2013 - Present
Job Financial Advisor at Infinex Financial Group
Industry Financial Services
Experience
Infinex Financial Group November 2013 - Present
Northstar Financial Companies, Inc. June 2010 - November 2012
Kensington Management Company November 1987 - June 2010
Education
New England School of Banking 1981 — 1982
Wesleyan University 1967 — 1969
Springfield College 1962 — 1966
Infinex Financial Group November 2013 - Present
Northstar Financial Companies, Inc. June 2010 - November 2012
Kensington Management Company November 1987 - June 2010
Education
New England School of Banking 1981 — 1982
Wesleyan University 1967 — 1969
Springfield College 1962 — 1966
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY