Secure Financial Services, Inc
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Secure Financial Services, Inc Employees
University of Notre Dame March 2014 - Present
Clear Vue Cyclones January 2013 - March 2014
Secure Financial Services, Inc January 2013 - March 2014
Technology Executives and Chief Operating Officers in Chicago, Illinois 2013 - March 2014
Genea Energy Partners December 2010 - September 2012
IBM Microelectronics Division December 1984 - November 2010
Skills
Executive Management, Entrepreneurship, Project Management, Leadership, Team Building, Marketing Strategy, Account Management, Change Management, Start-ups, Business Development, Negotiation, Product Management, Strategy, Cross-functional Team..., Vice Presidents, Operations Management, Manufacturing..., Technology Management, Technology Integration, Technology Transfer, Team Mentoring, Mentoring New Hires, Technical Writing, Technical Presentations, Technical Training, Technical Leadership, Technical Recruiting, Technical Analysis, Management, Strategic Partnerships
Education
University of Notre Dame 1989 — 1993
B.S., M.S., Ph.D., Engineering
Raytheon July 2013 - Present
State of Vermont December 2012 - July 2013
Secure Financial Services, Inc October 2008 - December 2012
UBS Financial Services, Inc May 2006 - August 2006
Skills
Microsoft Excel, Ad Hoc Reporting, Financial Analysis, Portfolio Management, Access, Data Analysis, PowerPoint, Accounting, Bloomberg, Finance, Microsoft Office, Alternative Investments, Asset Allocation, Bloomberg Terminal, Financial Reporting, Auditing, Financial Statement..., Insurance, Investments, Leadership, Management, Mutual Funds, Nonprofits, Process Improvement, Securities
Education
Lyndon State College 2005 — 2008
Bachelor of Science, Accounting and Business/Management
Lyndon State College 2005 — 2007
BS, Business Administration
Dassault Systèmes May 2014 - Present
Accelrys January 2012 - May 2014
VelQuest Corporation November 2011 - December 2011
Alpha Analytical September 2011 - November 2011
Groundwater Analytical, Inc. October 2008 - September 2011
Groundwater Analytical, Inc. March 2005 - October 2008
Secure Financial Services, Inc October 2002 - March 2005
IBM Microelectronics Division June 2000 - August 2002
Skills
SQL, Databases, Oracle, PHP, Visual Basic, System Administration, Database Administration, Web Applications, Testing, Network Administration, Technical Support
Education
Clarkson University 1996 — 2000
BS, Computer Engineering
Marsh Management Services May 2014 - Present
Western Re 2014 - 2015
Western Re 2014 - 2015
Western Re 2014 - 2015
Cobalt Benefits Group LLC (CBA Blue / EBPA / BBA) July 2012 - May 2014
Secure Financial Services, Inc October 2010 - March 2012
McSoley McCoy & Co. June 2009 - May 2010
Curtis Lumber, Inc. August 2006 - July 2009
Skills
Accounting, Analysis, Financial Analysis, Captives, Insurance, Microsoft Excel, Tax, Accounts Payable, Bloomberg, Microsoft Office, Investments, General Ledger, Accounts Receivable, Financial Accounting, Data Analysis, Financial Statement..., Financial Reporting, Financial Modeling, Financial Statements, Auditing, Peachtree, Great Plains Software, QuickBooks, Ad Hoc Reporting, Excel, Access, Microsoft Word, PowerPoint, Portfolio Management, Internal Controls, Vlookup, GAAP, Variance Analysis, Economics, COBRA, Health Insurance, Employee Training
Education
Champlain College 2006 — 2010
Bachelor of Science (B.S.), Accounting
Secure Financial Services, Inc October 2002 - April 2013
IBM January 1974 - August 2002
Education
Rensselaer Polytechnic Institute
M.S., Electrical Engineering
Mansfield University of Pennsylvania 1968 — 1972
B.A., Physics
Plymouth State University July 2011 - Present
Secure Financial Services, Inc August 2001 - June 2015
Saint Michael's College February 2008 - July 2011
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Research, Financial Modeling, Accounting, Microsoft Word, Leadership, Budgets, Bloomberg, Project Management, Strategic Planning
Education
Plymouth State University 1995 — 1999
BA, English
Secure Financial Services, Inc April 1993 - Present
Keesal, Young & Logan 1988 - 1994
Skills
Securities, Financial Analysis, Securities Regulation, Financial Modeling, Data Analysis, Mutual Funds, Analysis, Arbitration, Project Management, Bloomberg, Access, Investments, Executive Management
Education
Biola University 1991 — 1994
BS, Organizational Leadership
Trinity College 1984 — 1986
AS, Business Administration
LeTourneau University 1981 — 1983
Computer Science
Breckinridge Capital Advisors July 2014 - Present
Breckinridge Capital Advisors June 2011 - July 2014
Secure Financial Services, Inc August 2010 - June 2011
Skills
Fixed Income, Microsoft Office, Bloomberg Terminal, Leadership, Investment Management, Financial Reporting, Financial Markets, Microsoft Excel, Relationship Management, Bonds, Bloomberg, Client Administration, Municipal Bonds, Superior Client Service, Trading, Electronic Trading, Trading Strategies, Financial Analysis, Securities, Equities, Investments
Education
Boston University Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Vermont 2006 — 2010
B.S., Finance
Lawrence High School 2002 — 2006
Gallagher, Flynn & Company, LLP September 2014 - Present
Secure Financial Services, Inc June 2008 - June 2013
Unicell September 2007 - March 2008
Skills
Microsoft Excel, Microsoft Word, Outlook, Data Entry, Data Analysis, Exceptional verbal, Written Communication, Bloomberg Terminal, Accounting
Education
University of Vermont 2013 — 2014
Master's degree, Accounting
Stonehill College 2003 — 2006
B.A., English, Journalism
State of Vermont Public Service Board April 2010 - Present
Prentiss Smith & Company, Inc July 2005 - January 2010
Secure Financial Services, Inc December 2002 - May 2005
PolyStor Corporation January 2001 - October 2001
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Financial Analysis, Physics, Energy Policy, Renewable Energy Policy, Energy Efficiency, Utility Regulation, Analysis, Research, Renewable Energy, Policy Analysis
Education
Middlebury College 1996 — 2000
B.A, Physics
Lake Tahoe Wealth Management, LLC December 2013 - Present
Detterbeck Wealth Management August 2011 - November 2013
Morris Financial Concepts August 2006 - August 2011
Secure Financial Services, Inc November 2004 - March 2005
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Asset Allocation, IRAs, Portfolio Management, Wealth Management..., Wealth Accumulation
Education
Boston University 2006 — 2008
CFP(R) Financial Planning Program
University of Vermont 1999 — 2004
Bachelor’s Degree, Finance
Marist High School 1994 — 1999