Mintz Levin Financial Advisors
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Mintz Levin Financial Advisors Employees
Comcast Cable March 2015 - Present
Comcast March 2012 - March 2015
Mintz Levin Financial Advisors April 2011 - March 2012
Bertuccis February 2010 - May 2011
CBS Radio / VIACOM May 2009 - January 2011
Comcast May 2010 - December 2010
Bentley University May 2008 - June 2008
Skills
Outlook, PowerPoint, Word, Excel, Administration, Access, Microsoft Office, Customer Service, Research, Social Media Marketing, Writing, Problem Solving, Facebook, Photoshop, Scheduling, Microsoft Excel, Microsoft Word, Management, Leadership, Analysis, Marketing, Event Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2017
Masters of Business Administration, Business
Bentley University 2007 — 2011
Bachelor of Science, Management and Liberal Studies
Copenhagen Business School 2009 — 2010
Business Administration and Management, General
Retroficiency January 2015 - Present
Retroficiency June 2012 - December 2014
EnerNOC July 2009 - June 2012
EnerNOC April 2008 - July 2009
EnerNOC July 2007 - April 2008
CSE Consulting May 2006 - August 2006
Mintz Levin Financial Advisors January 2003 - June 2005
Mintz Levin Financial Advisors June 2001 - December 2002
Skills
Demand Response, Energy Efficiency, Smart Grid, Demand Side Management, Utilities, Cleantech, Sustainability, Direct Sales, Marketing Strategy, Energy, Energy Conservation, Demand-side Management, Strategy, Business Development, Start-ups, New Business Development, Business Strategy, Energy Audits
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Sustainable Enterprise
Brown University 1997 — 2001
AB, Economics
ASCOA April 2005 - Present
Tufts University Varsity Sailing Team May 2003 - Present
Mintz Levin Financial Advisors February 2004 - April 2005
Boston City Water Taxi June 2003 - December 2003
Skills
Creative Problem Solving, Project Development, Legal Document..., Financial Modeling, Cash Flow Projection, Financial Statement..., Valuations for..., Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit QuickBooks, Project Management, Cash Flow
Education
Tufts University 1999 — 2003
BA, Econometrics and Quantitative Economics
New England Private Wealth Advisors May 2014 - Present
The Colony Group July 2012 - May 2014
Mintz Levin Financial Advisors August 2011 - June 2012
Skills
Finance, Investments, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Equities
Education
Babson College 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship
Emory University 1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Technology
Mintz Levin Financial Advisors June 2011 - August 2011
Baystate Financial Services October 2010 - December 2010
UBS June 2010 - August 2010
Bank of America Merrill Lynch February 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (M.S.), Finance
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Finance
L.E.K. Consulting April 2012 - Present
Mintz Levin Financial Advisors March 2012 - April 2012
Hemenway & Barnes October 2011 - December 2011
Rebel One Artist Management April 2011 - October 2011
The Bowery Presents July 2010 - February 2011
Rebel One Artist Management January 2010 - June 2010
SpringDay July 2009 - December 2009
Skills
Google Analytics, SEO, Oracle CRM, CRM software, Microsoft Office, Constant Contact, Google Adwords, Skype, Facebook, Mac OS X, Adobe Illustrator, Adobe Photoshop, ContactEase, Quark, Gimp, Snippet, Wordpress, Twitter, LinkedIn, HootSuite, Eloqua, Drupal, Email Marketing, Event Management, Social Networking, Marketing
Education
Champlain College 2007 — 2011
Bachelor of Science, Business Management
University of New South Wales 2009 — 2009
Semester Abroad, Business/Marketing
The Colony Group November 2014 - Present
The Colony Group July 2012 - November 2014
Mintz Levin Financial Advisors March 2012 - July 2012
State Street Corp. August 2009 - March 2012
Investors Bank & Trust November 2005 - August 2009
Investors Bank & Trust September 2003 - November 2005
Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS, Economics
Westford Academy
CTS Capital Advisors January 2012 - Present
CTS Capital Advisors 2008 - 2011
Citigroup 2004 - 2006
Mintz Levin Financial Advisors 2001 - 2004
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2008
MBA
University of Wisconsin-Madison 1997 — 2001
BS
Georgetown Day School
EBSCO Information Services May 2012 - Present
Lawyers Weekly June 2004 - May 2012
Freelance Editorial Services 2003 - 2005
Mintz Levin Financial Advisors 2000 - 2002
Mintz Levin Financial Advisors 1998 - 2000
TFS Financial Advisors at Tofias 1997 - 1998
Skills
Account Management, Online Advertising, Email Marketing, Publishing, Marketing Communications, Budgets, Social Media, Lead Generation, Editing, Operations Management, Social Media Marketing, Advertising, Public Relations, Management, Copywriting
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's degree, English
Abaris Financial Group, LLC February 2005 - Present
Financial Perspectives 2000 - 2005
Mintz Levin Financial Advisors 1998 - 2000
Skills
Strategic Financial..., Investment Advisory, Retirement Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
North American Management Corporation 2008 - Present
Mintz Levin Financial Advisors 2003 - 2008
Acadian Asset Management 1996 - 2000
Education
Cornell University - S.C. Johnson Graduate School of Management 2000 — 2002
MBA
Bucknell University 1988 — 1992
B.A., Economics