Winslow, Evans & Crocker
Winslow, Evans & Crocker List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Winslow, Evans & Crocker. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Winslow, Evans & Crocker Salaries. You can even request information on how much does Winslow, Evans & Crocker pay if you want to. Learn about salaries, pros and cons of working for Winslow, Evans & Crocker directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
19 Winslow, Evans & Crocker employees in database. Find out everything there's to know about Winslow, Evans & Crocker 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.
Winslow, Evans & Crocker Employees
Investors Capital November 2013 - Present
Winslow, Evans & Crocker October 2010 - November 2013
Wells Fargo Advisors January 2008 - October 2010
A.G. Edwards & Sons, Inc. February 2003 - January 2008
Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers
Education
College for Financial Planning
Monelle Vermont September 2010 - Present
lululemon April 2010 - April 2012
Coldwell Banker Hickok & Boardman Realty November 2010 - May 2011
Winslow, Evans & Crocker February 2009 - July 2010
Merrill Lynch July 2008 - February 2009
AIG May 2007 - August 2007
UBS Wealth Management May 2006 - August 2006
Mug Shots January 1994 - January 2004
Education
Northeastern University 2010 — 2010
Journalism
Bates College 2004 — 2008
BA, Economics, Mathematics
Choate Rosemary Hall 2000 — 2004
AP Calculus, AP Literature, AP Psychology
Norwell
Sévres Babylon
Winslow Evans & Crocker August 2008 - Present
Winslow Evans & Crocker August 2008 - Present
Winslow Evans & Crocker August 2008 - Present
Winslow, Evans & Crocker 2008 - Present
A.G Edwards & Sons Inc May 1990 - January 2007
Education
Brown University 1977 — 1981
BA, Organizational Behavior & Management
The Taft School 1976 — 1977
Post-Graduate
Mayflower Advisors, LLC November 2005 - Present
Advest, Inc. September 2004 - September 2005
Winslow, Evans & Crocker September 2002 - September 2004
H.C. Wainwright & Co September 2000 - September 2002
New England Securites September 1996 - September 2000
Education
Northeastern University
BS, Economics
Sacred Heart High School, Weymouth MA 1982 — 1985
Economics
Larson Financial Planning, Inc. 2011 - Present
Winslow, Evans & Crocker 2009 - 2011
Armstrong Ambulance Service 2006 - 2009
Lahey Clinic 1984 - 2005
Massachusetts General Hospital 1980 - 1984
Boston Medical Center 1976 - 1980
Education
Boston University
Master of Science in Nursing
Villanova University
Bachelor of Science in Nursing
Northeastern University
Certified Financial Planning Certificate (CFP)
Loudoun Valley HS
Hannaford Bros. Co. March 2012 - Present
DBA Girl Friday Enterprises 2006 - Present
Winslow, Evans & Crocker 2009 - 2010
Emery Waterhouse 2007 - 2009
Barton Mortgage Corporation 2003 - 2005
Fleet Mortgage 2001 - 2003
University of Minnesota 1997 - 2000
Wilderness Inquiry 1996 - 1997
Penn State University 1995 - 1996
Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Fundraising, Microsoft Office, Retail, Community Outreach, Training, Event Planning, Leadership, Budgets, Human Resources, Inventory Management, Social Media, Strategic Planning, Management
Education
Penn State University
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
SNL Financial September 2013 - Present
Elon University September 2008 - Present
University of Colorado May 2012 - November 2013
Best Buy September 2012 - August 2013
University of Colorado at Boulder June 2012 - August 2012
University of Colorado at Boulder January 2012 - June 2012
GEX Inc August 2010 - February 2011
Winslow, Evans & Crocker 2008 - 2009
National Investment Banking Association 2007 - 2009
Skills
LaTeX, Mathematica, SPSS, Microsoft Office, Analysis, Python, Java, Research, Eclipse, Mathematical Analysis, Statistics, Quantitative Research, Qualitative Research
Education
Elon University 2006 — 2010
BA, Mathematics- Pure Concentration
University of Colorado at Boulder 2011 — 2012
Post-Baccaulaureate Pre-Medical Certificiate
People's United Bank October 2013 - Present
Frederick Capital Partners March 2010 - Present
Winslow, Evans & Crocker 2005 - 2010
RBC/Tucker Anthony 2000 - 2005
Janney Montgomery Scott 1994 - 2000
Skills
Alternative Investments, Equities, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investments, Fixed Income, Financial Analysis, Investment Strategies, Securities, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Wealth Management, Financial Advisory
Education
Fairfield University 1982 — 1986
BS, Finance
Holy Cross High School 1978 — 1982
Fosters Point Financial, LLC November 2013 - Present
Winslow, Evans & Crocker June 2010 - November 2013
New England Investment & Retirement Inc February 2009 - May 2010
Beacon Investment Management LLC June 2001 - May 2008
Skills
Investments, Strategic Financial..., Series 63
Education
Salem State University 1997 — 2001
BS, Information Systems/Finance
University of New Hampshire 1997 — 1998
Pre-Medicine/Pre-Medical Studies
Danvers High School 1977 — 1981
Diploma, General Studies
Winslow, Evans & Crocker August 2014 - Present
Detwiller and Fenton August 2011 - August 2014
Oppenheimer & Co. May 2007 - July 2011
The San Francisco Bay Club March 2006 - July 2011
Starbucks Coffee Company October 2003 - April 2005
Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Portfolio Management
Education
University of San Francisco 1999 — 2003
Marketing, Business Management, Accounting, Economics
Doble LeBranti Financial Group LLC February 2010 - Present
Baystate Financial Services January 2005 - February 2010
Winslow, Evans & Crocker January 2004 - January 2005
Allmerica Financial July 2001 - January 2004
OneCore Financial July 2000 - July 2001
Skills
Independent Financial..., Retirement Planning, Wealth Management, Portfolio Management, Customer Satisfaction, Customer Service, 401k, Insurance, Divorce, Finance, Investments, Budgets, Mutual Funds, Financial Advisory, Asset Management, Securities, Asset Allocation, Financial Services, Risk Management, Real Estate, Fixed Income, Financial Analysis
Education
Stonehill College 1994 — 1998
Malden Catholic High School 1990 — 1994
Financial Recovery Technologies May 2015 - Present
Laxachusetts December 2010 - Present
Investors Capital December 2013 - May 2015
Detwiler Fenton May 2013 - December 2013
Cantella May 2011 - August 2012
Winslow, Evans & Crocker May 2008 - August 2009
Skills
PowerPoint, Research, Microsoft Excel, Marketing, Trading, Sales Prospecting, Stocks, Actimize, FBSI, NetX360, Streetscape, IPREO, Salesforce.com
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Duxbury High School 2005 — 2008
Winslow, Evans & Crocker June 2006 - Present
GoldK Investment Services Inc. May 2007 - December 2014
Water & Fire October 2004 - June 2006
Petropol, Inc. January 1998 - June 2004
Dyansen Gallery 1997 - 1999
Skills
Series 27, Series 24, Series 7, Series 65, Series 63, QuickBooks, Peachtree, Microsoft Office, PowerPoint, Securities, Investment Advisory, Customer Service, Microsoft Excel
Education
American University of Paris 1995 — 1997
Bachelor of Fine Arts, Art History
Brookline High School 1989 — 1993
Winslow, Evans & Crocker July 2006 - Present
Compass Capital Corporation April 1991 - July 2006
Invest Financial May 1986 - March 1991
Skills
Team Leadership, Holistic Financial..., Investment Advisory, Trust Management, Wealth Management, Risk Management, Securities, Personal Finance, Wealth, Strategic Financial..., Strategy, Financial Advisory, Mutual Funds, Retirement Planning, Trusts, Investments, Insurance, Asset Allocation, Retirement, Investment Strategies, Finance, Estate Planning, Wealth Management...
Education
Boston College 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
CFP
Columbia Management November 2014 - Present
Winslow, Evans & Crocker November 2013 - November 2014
JPMorgan Chase January 2011 - November 2013
JPMorgan Hedge Fund Services October 2009 - December 2010
Citi January 2008 - October 2009
Citi June 2006 - January 2008
Demotech, Inc May 2005 - June 2006
Skills
Financial Reporting, Mutual Funds, Fund Accounting, Bloomberg, Cash Management, Hedge Funds, Allocations, Equities, Finance, Financial Analysis, Fund Administration, Fixed Income, Fund Of Funds, Hedge Accounting, Investments, Alternative Investments
Education
State University of New York at Oswego 2001 — 2005
BS, Finance Major, Economics Minor
Winslow, Evans & Crocker 2009 - Present
Education
Tulane University 1967 — 1969
BA
Winslow, Evans & Crocker January 2011 - Present
Education
University of Rhode Island 1978 — 1982
Bachelor of Arts (B.A.), Economics
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
PFPC August 2001 - April 2004
Education
Nichols College 1998 — 2001
Bachelor of Science, Finance
Assumption College
Paralegal Studies
Winslow, Evans & Crocker June 2010 - Present
Merrill Lynch May 2004 - February 2009
Bowditch & Dewey, LLP 1996 - 1998
Skills
Series 7, Series 66, Wealth Management, Mutual Funds
Education
Nichols College 1998 — 2001
Finance, General
Assumption College
BS/BA, Finance, General