Moseley Securities

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Moseley Securities Employees

Employee
Years
Job
Industry
Carolyn Quinn Carolyn Quinn Lewes, Delaware Details
Carolyn Quinn's Moseley Securities Experience October 1983 - December 1987
Job Freelance Project Administrator, Researcher, Relationship Manager, and Recruiter
Industry Nonprofit Organization Management
Experience
Quinn Associates  March 2012 - Present
Community Integrated Services  October 2011 - March 2012
Quinn Associates  2010 - 2011
M Insurance Services, LLC   March 2009 - April 2010
Quinn Associates  May 2006 - March 2009
Nuveen Investments  November 1989 - April 2006
Moseley Securities   October 1983 - December 1987

Education
Lake Forest College
BA, History

Richard Steinberg Richard Steinberg Boca Raton, Florida Details
Richard Steinberg's Moseley Securities Experience September 1987 - September 1988
Job President at Steinberg Global Asset Management
Industry Investment Management
Experience
SG Select LLC   September 2012 - Present
Steinberg Global Asset Management   January 1993 - Present
Credit Lyonnais Securities  1988 - 1993
Delphi Management, Inc.   June 1991 - September 1991
Moseley Securities   September 1987 - September 1988

Education
Emory University   1982 — 1986
BBA, Finance

Emory University - Goizueta Business School   1982 — 1986
BBA, Finance

Framingham   1978 — 1982

William Mack William Mack Albany, New York Area Details
William Mack's Moseley Securities Experience April 1981 - May 1986
Job Financial Consultant with PlanMember Securities Corporation
Industry Financial Services
Experience
Wealth Advisory & Management Corporation of America   June 1993 - Present
PlanMember Securities Corporation   June 2007 - Present
FISC of America   May 1986 - Present
Moseley Securities   April 1981 - May 1986

Skills
Retirement Planning, Roth IRA, Long Term Care Insurance, Strategic Planning, Estate Planning, Wealth Management, Mutual Funds, Wealth Accumulation, Financial Analysis, Asset Protection, Small Business, 401k, Defined Benefit, Profit Sharing, Insurance, Investment Advisory, Investment Strategies, Asset Allocation, Alternative Investments, Comprehensive Wealth..., Deferred Compensation, Health Insurance, Medicare Part D, Retirement Income..., Managed Futures, Investment Education, Newsletters, Gift Planning, Seniors, Tax Reduction Strategies, Business Succession..., Retirement Plans, IRA's, 403(b), 457, Annuities, Estate Planning..., Medicare Supplements, Bank CDs, Retirement Plan..., Real Estate Investment..., Educational Seminars, Group Presentations, Wealth Preservation..., Wealth Transfer Planning, Legacy Planning, Wealth Transfer, Generation Skipping..., Social Security..., Trusted Advisor's Team...

Education
Central Connecticut State University   1965 — 1970
BS, Education, Business Law

The American College   1982 — 1984
ChFC, Finance and Financial Management Services

The American College   1974 — 1977
CLU, Insurance

George Bernard George Bernard Greater Pittsburgh Area Details
George Bernard's Moseley Securities Experience 1977 - 1987
Job President at Bennington Asset Management Inc
Industry Financial Services
Experience
Bennington Asset Management Inc   Sr VPMoseley1977 - 1987
Moseley Securities   1977 - 1987
Mosely Securities   1977 - 1987

Skills
Series 7, Strategic Planning

Education
Georgetown University   1970 — 1974
BA, Economics

Mike Cerato Mike Cerato Greater Boston Area Details
Mike Cerato's Moseley Securities Experience February 1984 - March 1988
Job Financial Advisor/Managing Director of The Cerato Group LLC
Industry Financial Services
Experience
The Cerato Group, LLC   February 2004 - Present
Wachovia Securities, LLC  August 2000 - February 2004
First Albany Securities   March 1988 - August 2000
Moseley Securities   February 1984 - March 1988
moseley securities   1984 - 1988

Skills
Finance, Portfolio Management, Risk Management, Investments, Wealth Management, Asset Managment, Financial Analysis, Tax, Asset Management, Securities, Mutual Funds, Management, Financial Services, Retirement Planning, Banking, Strategic Financial..., Series 7

Education
Southern New Hampshire University   1978 — 1982
B.S, Marketing, Finance and Taxation

Southern New Hampshire University   1978 — 1982
Bachelor's degree, Marketing, Graduated Magna Cum Laude

Drew M. Schneller, CFA Drew M. Schneller, CFA Boston, Massachusetts Details
Drew M. Schneller, CFA's Moseley Securities Experience February 1984 - December 1987
Job Portfolio Manager at Welch & Forbes LLC
Industry Investment Management
Experience
Welch & Forbes LLC  July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers)   May 2000 - June 2008
Bingham Legg Advisers  2000 - 2007
State Street  May 1994 - May 2000
Bank of Boston  February 1988 - May 1992
Moseley Securities   February 1984 - December 1987

Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence

Education
Cornell University - Johnson Graduate School of Management   1992 — 1994
MBA, Finance

Harvard University   1984 — 1986
Certificate of Special Studies, Administration and Management

Franklin & Marshall College   1979 — 1983
BA, Economics

Rich Suarez Rich Suarez Greater New York City Area Details
Rich Suarez's Moseley Securities Experience July 1984 - April 1988
Job Service Desk Supervisor at Align
Industry Information Technology and Services
Experience
Align  July 2015 - Present
Align  April 2014 - July 2015
Benjamin Moore & Co.   March 2008 - September 2013
Benjamin Moore & Co.   August 2000 - March 2008
Lifetime Television  1999 - 2000
American Home Products  1997 - 1999
Wyeth  1997 - 1999
Ganes Chemicals  1992 - 1997
Paine Webber  1988 - 1992
Moseley Securities   July 1984 - April 1988

Skills
Active Directory, Inventory Management, Inventory Control, Project Management, Windows Server, Cross-functional Team..., Competitive Analysis, Desktop Administration, Technical Support, Troubleshooting, Product Development, System Administration, Process Improvement, Vendor Management, Software Documentation, IT Management, Windows XP, Management, Visio, Help Desk Support

Education
New Jersey City University   1981 — 1983
None, Art, Computer Science

Thomas Koorey Thomas Koorey Huntington, New York Details
Thomas Koorey's Moseley Securities Experience 1981 - 1985
Job Vice President FIG, UIT Trading/Sales at Maxim Group
Industry Investment Management
Experience
Maxim Group  January 2013 - Present
Advisors Asset Management, Inc.   March 2003 - June 2011
Southwest Securities  October 1998 - November 2002
Roosevelt & Cross Inc.   March 1985 - October 1998
Moseley Securities   1981 - 1985

Skills
Series 7, Series 24, Series 55, Series 63, unit investment trusts, Trading Desk Management, Broker/dealer sales, Fixed Income, FINRA, Maintaining Strong..., Market Making, Bloomberg

Education
State University of New York College at Cortland   1976 — 1980
BS, Economics

Daniel Ginns Daniel Ginns Melbourne, Florida Area Details
Daniel Ginns's Moseley Securities Experience May 1984 - February 1988
Job President at Belmont Capital Partners
Industry Real Estate
Experience
Belmont Capital Partners   1989 - Present
Moseley Securities   May 1984 - February 1988
Warburg Paribas Becker  March 1980 - January 1984
Nissho Iwai   April 1978 - December 1979

Skills
Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Real Estate, Investments, Negotiation, Due Diligence, Contract Negotiation, Brokerage, Insurance, Private Equity

Education
Harvard Business School   1974 — 1976
Master of Business Administration (MBA)

Harvard University   1968 — 1972
Bachelor of Arts (B.A.), Economics

Belmont Public Schools

Belmont Public Schools

Kathleen Clohessy Kathleen Clohessy Greater New York City Area Details
Kathleen Clohessy's Moseley Securities Experience 1985 - 1988
Job Litigation Analyst at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C.   February 2003 - Present
Member Firms / Investment Advisors   1993 - 2003
First Albany Corp.  1990 - 1993
Bingham McCutchen LLP  1988 - 1990
Moseley Securities   1985 - 1988

Skills
Litigation, Civil Litigation, Employment Law

Education
Montclair State University   1973 — 1978
Bachelor's Degree, Mathematics and English Literature