Advest Company
Advest List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advest. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Advest Salaries. You can even request information on how much does Advest pay if you want to. Learn about salaries, pros and cons of working for Advest 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!
44 Advest employees in database. Find out everything there's to know about Advest 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.
Advest Employees
Employee
Years
Job
Industry
Emile Clavet Emile Clavet's Advest Experience November 1984 - January 2000
Job FounderProvider Power, Electricity Maine ,Provider Financial, Health Affiliates
Industry Financial Services
Experience
Provider Power/Electriciy Maine/ENH Power July 2011 - Present
Health Affiliates August 2009 - Present
Tripp Holding Company 1985 - 2013
Advest November 1984 - January 2000
Skills
Entrepreneurship, Strategic Planning, Business Strategy, Investments, Customer Service, Start-ups, New Business Development, Marketing Strategy, Public Speaking, Marketing, Small Business, Management, Social Media, Coaching, Negotiation, Team Building, Sales, Social Media Marketing, HTML, Strategy, Online Marketing, Social Networking, Business Planning, Online Advertising, Management Consulting, Strategic Partnerships, E-commerce, Market Research
Education
American University
University of Southern Maine
Bachelor of Science (BS), Economics
Provider Power/Electriciy Maine/ENH Power July 2011 - Present
Health Affiliates August 2009 - Present
Tripp Holding Company 1985 - 2013
Advest November 1984 - January 2000
Skills
Entrepreneurship, Strategic Planning, Business Strategy, Investments, Customer Service, Start-ups, New Business Development, Marketing Strategy, Public Speaking, Marketing, Small Business, Management, Social Media, Coaching, Negotiation, Team Building, Sales, Social Media Marketing, HTML, Strategy, Online Marketing, Social Networking, Business Planning, Online Advertising, Management Consulting, Strategic Partnerships, E-commerce, Market Research
Education
American University
University of Southern Maine
Bachelor of Science (BS), Economics
Eric Wittlake Eric Wittlake's Advest Experience 1999 - 2000
Job B2B and Digital Marketer, Media Director, Strategist and Industry Blogger
Industry Online Media
Experience
Babcock & Jenkins December 2007 - Present
B2B Digital Marketing February 2011 - Present
Media Contacts January 2006 - December 2007
Media Contacts September 2001 - January 2006
HookMedia 2000 - 2001
Advest 1999 - 2000
Skills
Digital Marketing, Integrated Marketing, Lead Generation, Online Advertising, B2B, B2B Marketing, Digital Media, Marketing, Direct Marketing, Digital Strategy, Social Media Marketing, Analytics, Media Planning, Media Buying, Web Marketing, Email Marketing, Marketing Analytics, Mobile Marketing, Campaign Management, New Media, Interactive Marketing, Marketing Communications, Blogging, Copywriting, Advertising, Network Engineering, Network Virtualization, Network Administration, Online Marketing, Marketing Strategy
Education
Colby College 1995 — 1999
Bachelor of Arts (BA)
Babcock & Jenkins December 2007 - Present
B2B Digital Marketing February 2011 - Present
Media Contacts January 2006 - December 2007
Media Contacts September 2001 - January 2006
HookMedia 2000 - 2001
Advest 1999 - 2000
Skills
Digital Marketing, Integrated Marketing, Lead Generation, Online Advertising, B2B, B2B Marketing, Digital Media, Marketing, Direct Marketing, Digital Strategy, Social Media Marketing, Analytics, Media Planning, Media Buying, Web Marketing, Email Marketing, Marketing Analytics, Mobile Marketing, Campaign Management, New Media, Interactive Marketing, Marketing Communications, Blogging, Copywriting, Advertising, Network Engineering, Network Virtualization, Network Administration, Online Marketing, Marketing Strategy
Education
Colby College 1995 — 1999
Bachelor of Arts (BA)
Greg Skidmore Greg Skidmore's Advest Experience August 2003 - February 2005
Job Greg Skidmore | Belpointe Asset Management
Industry Investment Management
Experience
Belpointe Asset Management LLC February 2007 - Present
Citi February 2005 - February 2007
Advest August 2003 - February 2005
US Olympic Sailing Team Member 2003 January 2001 - July 2003
Omni Fitness Equipment 2000 - 2001
Self-employed January 1997 - September 2000
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Mutual Funds, Investment Strategies, Private Equity, Investment Management, ETFs, Start-ups, Financial Services, Investment Advisory, Series 63, Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, Retirement Planning, Retirement, Series 24, Equities, Equity Trading, Asset Management, Options, Finance, Entrepreneurship, Trading, Investment Banking, Institutional..., Real Estate Private..., Securities, FINRA, Equity Research, Fund Of Funds, Financial Advisory, Strategic Financial..., Funding, Capital Markets, Financial Markets, Wealth, Bonds
Education
Connecticut College 1995 — 1999
BA, History, Economics
Brunswick School 1989 — 1995
Eagle Hill School 1987 — 1989
Belpointe Asset Management LLC February 2007 - Present
Citi February 2005 - February 2007
Advest August 2003 - February 2005
US Olympic Sailing Team Member 2003 January 2001 - July 2003
Omni Fitness Equipment 2000 - 2001
Self-employed January 1997 - September 2000
Skills
Investments, Portfolio Management, Hedge Funds, Fixed Income, Asset Allocation, Mutual Funds, Investment Strategies, Private Equity, Investment Management, ETFs, Start-ups, Financial Services, Investment Advisory, Series 63, Wealth Management, Series 7, Alternative Investments, Wealth Management..., Asset Managment, Retirement Planning, Retirement, Series 24, Equities, Equity Trading, Asset Management, Options, Finance, Entrepreneurship, Trading, Investment Banking, Institutional..., Real Estate Private..., Securities, FINRA, Equity Research, Fund Of Funds, Financial Advisory, Strategic Financial..., Funding, Capital Markets, Financial Markets, Wealth, Bonds
Education
Connecticut College 1995 — 1999
BA, History, Economics
Brunswick School 1989 — 1995
Eagle Hill School 1987 — 1989
Bill Salem Bill Salem's Advest Experience January 2001 - January 2006
Job Director of Sales and Marketing at Carroll Companies ATM
Industry Consumer Goods
Experience
Carroll Companies ATM April 2011 - Present
Integrity Supply January 2009 - January 2011
PAT OBRIEN CHEVROLET January 2006 - March 2009
Advest January 2001 - January 2006
univ. hospitals January 1996 - January 2000
Skills
Sales Management, Pricing, Marketing, Sales, Leadership, Customer Service, Coaching, Team Leadership, Customer Satisfaction, Direct Sales, Account Management, Cold Calling, Selling, B2B, Sales Process, Management, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Advertising, Negotiation
Education
The University of Akron
Bachelor of Arts, Marketing and Business
Carroll Companies ATM April 2011 - Present
Integrity Supply January 2009 - January 2011
PAT OBRIEN CHEVROLET January 2006 - March 2009
Advest January 2001 - January 2006
univ. hospitals January 1996 - January 2000
Skills
Sales Management, Pricing, Marketing, Sales, Leadership, Customer Service, Coaching, Team Leadership, Customer Satisfaction, Direct Sales, Account Management, Cold Calling, Selling, B2B, Sales Process, Management, Strategic Planning, Team Building, New Business Development, Marketing Strategy, Advertising, Negotiation
Education
The University of Akron
Bachelor of Arts, Marketing and Business
Jorge Antunes's Advest Experience March 2000 - February 2002
Job Inspection at Colt Manufacturing Company, LLC
Industry Defense & Space
Experience
Colt Defense LLC July 2013 - Present
Colt Defense LLC November 2012 - Present
Legrand North America June 2012 - November 2012
Hartford Life August 2008 - October 2009
Hartford Life May 2002 - August 2008
Advest March 2000 - February 2002
Skills
Customer Service, Outlook, Microsoft Excel, Team Building, Leadership, Process Improvement, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Quality Assurance, Lotus Notes, Training, Access, RPS, Power Image,..., Remedy A/R system,..., Employee Training, Foreign Languages, Retirement, 401k, Securities, Fixed Annuities
Education
Central Connecticut State University 1989 — 1991
Bachelor's degree, Management and Organizational Developmet
Greater Hartford Community College 1986 — 1989
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Colt Defense LLC July 2013 - Present
Colt Defense LLC November 2012 - Present
Legrand North America June 2012 - November 2012
Hartford Life August 2008 - October 2009
Hartford Life May 2002 - August 2008
Advest March 2000 - February 2002
Skills
Customer Service, Outlook, Microsoft Excel, Team Building, Leadership, Process Improvement, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Quality Assurance, Lotus Notes, Training, Access, RPS, Power Image,..., Remedy A/R system,..., Employee Training, Foreign Languages, Retirement, 401k, Securities, Fixed Annuities
Education
Central Connecticut State University 1989 — 1991
Bachelor's degree, Management and Organizational Developmet
Greater Hartford Community College 1986 — 1989
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Dewey Raymond's Advest Experience 2005 - 2006
Job COO at Sports Traxx Inc
Industry Information Technology and Services
Experience
Sports Traxx Inc May 2014 - Present
UCONN Athletics March 2011 - December 2013
UCONN Athletic Department February 2010 - March 2013
Raymond Consulting October 2008 - March 2010
Performance Systems & Associates April 2007 - November 2008
Advest 2005 - 2006
The PostSeason January 2000 - April 2005
High School Football March 1999 - November 2002
Hire Power February 1997 - January 2000
Raymond Consulting Inc May 1995 - December 1997
Skills
Recruiting, Nonprofits, Strategy, Interviews, Resume Writing, Career Development, Finance, Athletics, Annual Giving, Fundraising, Financial Services, Football, Event Planning, Public Speaking, Philanthropy, Volunteer Management, Sports Marketing, Sports Management, Marketing Strategy, Leadership Development, New Business Development, Entrepreneurship, Alumni Relations, Non-profits, Management, Career Counseling, Event Management, Research, Business Development, Community Outreach, Time Management, Sales, Coaching
Education
University of Connecticut 1978 — 1981
Bachelors, Economics
University of Maryland College Park 1977 — 1978
Undergraduate
Sports Traxx Inc May 2014 - Present
UCONN Athletics March 2011 - December 2013
UCONN Athletic Department February 2010 - March 2013
Raymond Consulting October 2008 - March 2010
Performance Systems & Associates April 2007 - November 2008
Advest 2005 - 2006
The PostSeason January 2000 - April 2005
High School Football March 1999 - November 2002
Hire Power February 1997 - January 2000
Raymond Consulting Inc May 1995 - December 1997
Skills
Recruiting, Nonprofits, Strategy, Interviews, Resume Writing, Career Development, Finance, Athletics, Annual Giving, Fundraising, Financial Services, Football, Event Planning, Public Speaking, Philanthropy, Volunteer Management, Sports Marketing, Sports Management, Marketing Strategy, Leadership Development, New Business Development, Entrepreneurship, Alumni Relations, Non-profits, Management, Career Counseling, Event Management, Research, Business Development, Community Outreach, Time Management, Sales, Coaching
Education
University of Connecticut 1978 — 1981
Bachelors, Economics
University of Maryland College Park 1977 — 1978
Undergraduate
Raymond Tizabi's Advest Experience June 1996 - November 1997
Job Trade Credit & Political Risk Underwriter
Industry Financial Services
Experience
ACE Group June 2010 - Present
PineBridge Investments (formerly AIG Investments) June 2007 - June 2010
American International Group (AIG) April 2002 - May 2007
NoteClip, Inc. December 1999 - February 2002
Donaldson Lufkin & Jenrette November 1997 - December 1999
Advest June 1996 - November 1997
Skills
Financial Modeling, Credit Risk, Equities, Credit, Risk Management, Valuation, Investment Banking, Negotiation, Brokers, Program Management, Investments, Banking, General Insurance, Strategy, Liability, Accounts Receivable, Insurance, Underwriting
Education
California State University-Dominguez Hills 2003 — 2005
MBA
University of California, San Diego 1992 — 1995
B.A.
ACE Group June 2010 - Present
PineBridge Investments (formerly AIG Investments) June 2007 - June 2010
American International Group (AIG) April 2002 - May 2007
NoteClip, Inc. December 1999 - February 2002
Donaldson Lufkin & Jenrette November 1997 - December 1999
Advest June 1996 - November 1997
Skills
Financial Modeling, Credit Risk, Equities, Credit, Risk Management, Valuation, Investment Banking, Negotiation, Brokers, Program Management, Investments, Banking, General Insurance, Strategy, Liability, Accounts Receivable, Insurance, Underwriting
Education
California State University-Dominguez Hills 2003 — 2005
MBA
University of California, San Diego 1992 — 1995
B.A.
Paul Mulkerrin Paul Mulkerrin's Advest Experience November 1995 - December 1998
Job CollegeLab, Inc., college admissions counseling (Paul@CollegeLab.net)
Industry Education Management
Experience
CollegeLab, Inc. March 2001 - Present
Advest November 1995 - December 1998
Richter & Co. January 1991 - October 1995
Cain Brothers Shattuck February 1987 - December 1992
Merrill Lynch Capital Markets June 1981 - January 1987
Bain & Company October 1978 - July 1980
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, finance
Harvard University 1974 — 1978
AB cum laude, Government
Matignon High School, Cambridge, MA. 1970 — 1974
Diploma
CollegeLab, Inc. March 2001 - Present
Advest November 1995 - December 1998
Richter & Co. January 1991 - October 1995
Cain Brothers Shattuck February 1987 - December 1992
Merrill Lynch Capital Markets June 1981 - January 1987
Bain & Company October 1978 - July 1980
Education
The University of Chicago Booth School of Business 1980 — 1982
MBA, finance
Harvard University 1974 — 1978
AB cum laude, Government
Matignon High School, Cambridge, MA. 1970 — 1974
Diploma
David Zboray David Zboray's Advest Experience June 2001 - August 2001
Job Operations Manager at VRSim
Industry Computer Software
Experience
VRSim December 2004 - Present
VRSim July 2003 - November 2003
Advest June 2001 - August 2001
Skills
C++, Marketing, New Business Development, Microsoft Office, Entrepreneurship, Start-ups, Training, Game Development, Product Management
Education
Fairfield University 1999 — 2003
Bachelors of Science, Mathematics
VRSim December 2004 - Present
VRSim July 2003 - November 2003
Advest June 2001 - August 2001
Skills
C++, Marketing, New Business Development, Microsoft Office, Entrepreneurship, Start-ups, Training, Game Development, Product Management
Education
Fairfield University 1999 — 2003
Bachelors of Science, Mathematics
Doug Ramey Doug Ramey's Advest Experience May 2004 - August 2005
Job Portfolio Manager Saint Louis Investment Advisors
Industry Financial Services
Experience
Saint Louis Investment Advisors August 2005 - Present
Collinsville Sunrise Kiwanis 2009 - 2010
Advest May 2004 - August 2005
Edward Jones October 1999 - May 2004
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Investment Strategies, Retirement Income..., Portfolio Management, Retirement, Finance, 401k, Investments, Wealth, Asset Managment, Financial Services, 401k Rollovers, Management
Education
Husson University
Business
University of Maryland University College
Business
Saint Louis Investment Advisors August 2005 - Present
Collinsville Sunrise Kiwanis 2009 - 2010
Advest May 2004 - August 2005
Edward Jones October 1999 - May 2004
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Management, Investment Strategies, Retirement Income..., Portfolio Management, Retirement, Finance, 401k, Investments, Wealth, Asset Managment, Financial Services, 401k Rollovers, Management
Education
Husson University
Business
University of Maryland University College
Business
Brian Boyce Brian Boyce's Advest Experience 1999 - 2002
Job IT Director at Porter and Chester Institute
Industry Education Management
Experience
Porter and Chester Institute February 2009 - Present
Porter and Chester Institute April 2005 - February 2009
Porter and Chester Institute 2001 - 2005
Advest 1999 - 2002
CREC 1990 - 1999
Camp Horizons 1986 - 1990
Skills
Software Implementation, Staff Development, Integration, Data Migration, Higher Education, Admissions, E-Learning, Coaching, Leadership, Teaching, Instructional Design, Network Administration, Adult Education, Management, Windows Server, Educational Leadership, Campus, Disaster Recovery, Curriculum Design, Career Counseling, Data Science, Educational Technology, Technical Training, CRM, Student Affairs, Networking, Training, Curriculum Development, Employee Training, Security, Enrollment Management
Education
University of Connecticut 1984 — 1989
BA, Philosophy
Porter and Chester Institute
Diploma, Computer Electronics
Porter and Chester Institute February 2009 - Present
Porter and Chester Institute April 2005 - February 2009
Porter and Chester Institute 2001 - 2005
Advest 1999 - 2002
CREC 1990 - 1999
Camp Horizons 1986 - 1990
Skills
Software Implementation, Staff Development, Integration, Data Migration, Higher Education, Admissions, E-Learning, Coaching, Leadership, Teaching, Instructional Design, Network Administration, Adult Education, Management, Windows Server, Educational Leadership, Campus, Disaster Recovery, Curriculum Design, Career Counseling, Data Science, Educational Technology, Technical Training, CRM, Student Affairs, Networking, Training, Curriculum Development, Employee Training, Security, Enrollment Management
Education
University of Connecticut 1984 — 1989
BA, Philosophy
Porter and Chester Institute
Diploma, Computer Electronics
Craig Strull Craig Strull's Advest Experience January 1993 - January 2002
Job Vice President at Founders Technology Group
Industry Computer Networking
Experience
Founders Technology Group January 2009 - Present
Walker Systems Support January 2006 - December 2008
The Network Support Company January 2004 - December 2005
OnSite Support January 2002 - December 2003
Advest January 1993 - January 2002
Drake Beam Morin, Inc. 1989 - 1991
Skills
VMware, Citrix, Customer Relations, Virtualization, Network Security, Firewalls, Cloud Computing, Customer Service, Networking, Disaster Recovery, Security, VPN, Storage, Active Directory, VMware ESX, Windows, Hardware, Routers, Troubleshooting, Windows Server, VMware Infrastructure, Strategic Planning, Network Administration, Data Center, Network Architecture, Managed Services, SaaS, System Administration, Microsoft Exchange, Operating Systems, IT Operations, Servers, Software Documentation, Vendor Management, Storage Area Networks, Business Continuity, DNS, Wireless Networking, WAN, HP, Cisco Technologies, Switches, TCP/IP, Technical Support, Windows 7
Education
The University of Connecticut 1985 — 1990
BS, Finance & Real Estate
Founders Technology Group January 2009 - Present
Walker Systems Support January 2006 - December 2008
The Network Support Company January 2004 - December 2005
OnSite Support January 2002 - December 2003
Advest January 1993 - January 2002
Drake Beam Morin, Inc. 1989 - 1991
Skills
VMware, Citrix, Customer Relations, Virtualization, Network Security, Firewalls, Cloud Computing, Customer Service, Networking, Disaster Recovery, Security, VPN, Storage, Active Directory, VMware ESX, Windows, Hardware, Routers, Troubleshooting, Windows Server, VMware Infrastructure, Strategic Planning, Network Administration, Data Center, Network Architecture, Managed Services, SaaS, System Administration, Microsoft Exchange, Operating Systems, IT Operations, Servers, Software Documentation, Vendor Management, Storage Area Networks, Business Continuity, DNS, Wireless Networking, WAN, HP, Cisco Technologies, Switches, TCP/IP, Technical Support, Windows 7
Education
The University of Connecticut 1985 — 1990
BS, Finance & Real Estate
Lawrence Haddock's Advest Experience 1991 - 1992
Job Managing Member Newport Energy Resources
Industry Oil & Energy
Experience
TWC Marketing, Inc July 2014 - Present
Enex Capital Partner L P February 2009 - Present
Newport Energy Resources January 2008 - Present
Tri State Ventures January 2007 - Present
Mason Cabot 1995 - 2000
Gruntal & Co. 1994 - 1995
Janney Montgomery Scott 1993 - 1994
SmithBarney 1992 - 1993
Advest 1991 - 1992
Skills
Start-ups, Entrepreneurship, Business Development, Due Diligence, New Business Development, Mergers & Acquisitions, Portfolio Management, Business Strategy, Management, Venture Capital, Marketing Strategy, Business Planning, Leadership, Commodity, Management Consulting, Strategy, Private Placements, Sales Management, Trading, Human Resources, Investor Relations, Corporate Development, Executive Management, Corporate Finance, Investments, Private Equity, Capital Formation, Social Networking, Mergers, Equities, Executive Development, Strategic Partnerships, Risk Management, Workout, Funding, International Business, Energy, Joint Ventures, Emerging Markets, Executive Search, Executive Mentoring, Commodities, SEO, Networking, Business Networking, Valuation, Entrepreneurial..., Knowledge Sharing, Alternative Investments, Competitive Analysis
Education
University of New Hampshire 1982 — 1988
ba, english
TWC Marketing, Inc July 2014 - Present
Enex Capital Partner L P February 2009 - Present
Newport Energy Resources January 2008 - Present
Tri State Ventures January 2007 - Present
Mason Cabot 1995 - 2000
Gruntal & Co. 1994 - 1995
Janney Montgomery Scott 1993 - 1994
SmithBarney 1992 - 1993
Advest 1991 - 1992
Skills
Start-ups, Entrepreneurship, Business Development, Due Diligence, New Business Development, Mergers & Acquisitions, Portfolio Management, Business Strategy, Management, Venture Capital, Marketing Strategy, Business Planning, Leadership, Commodity, Management Consulting, Strategy, Private Placements, Sales Management, Trading, Human Resources, Investor Relations, Corporate Development, Executive Management, Corporate Finance, Investments, Private Equity, Capital Formation, Social Networking, Mergers, Equities, Executive Development, Strategic Partnerships, Risk Management, Workout, Funding, International Business, Energy, Joint Ventures, Emerging Markets, Executive Search, Executive Mentoring, Commodities, SEO, Networking, Business Networking, Valuation, Entrepreneurial..., Knowledge Sharing, Alternative Investments, Competitive Analysis
Education
University of New Hampshire 1982 — 1988
ba, english
Cheryl Gorham's Advest Experience 1999 - 2006
Job Legal Specialist at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney March 2013 - Present
Hamilton Sundstrand Corporation (A United Technologies Company) July 2006 - February 2013
Merrill Lynch 2005 - 2006
Advest 1999 - 2006
Skills
Compliance, Securities, Administrative Support, Due Diligence, Mergers & Acquisitions, Administrative..., Legal Writing, Corporate Law, Litigation, Legal Research, Licensing, Legal Compliance, Corporate Governance, Intellectual Property, Litigation Support, Legal Assistance, Management, Process Improvement
Education
Eastern Connecticut State University 1991 — 1995
Bachelors of Science, Biology
Pratt & Whitney March 2013 - Present
Hamilton Sundstrand Corporation (A United Technologies Company) July 2006 - February 2013
Merrill Lynch 2005 - 2006
Advest 1999 - 2006
Skills
Compliance, Securities, Administrative Support, Due Diligence, Mergers & Acquisitions, Administrative..., Legal Writing, Corporate Law, Litigation, Legal Research, Licensing, Legal Compliance, Corporate Governance, Intellectual Property, Litigation Support, Legal Assistance, Management, Process Improvement
Education
Eastern Connecticut State University 1991 — 1995
Bachelors of Science, Biology
Matthew Landry's Advest Experience May 2000 - October 2005
Job Commercial Real Estate Appraiser
Industry Real Estate
Experience
Colliers International September 2013 - Present
R.W. Thorpe and Associates September 2012 - January 2013
University of Washington August 2009 - December 2012
Dow Investment Group October 2005 - September 2009
Advest May 2000 - October 2005
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Urban Planning, GIS, Microsoft Word, Community Development, Community Outreach, Non-profits, Project Management, Financial Modeling, Analysis, Real Estate Development, Financial Analysis, Economic Development, Budgets, Public & Private Sectors, Market Analysis, Public Finance, Real Estate Financing, public-private..., Planning and Development, Argus Modeling, ESRI Business Online, Investments, Project Planning, Finance, ArcGIS, Economics, Land Use, Management, Real Estate, Data Analysis, Nonprofits
Education
University of Washington 2009 — 2012
Master of Urban Planning
University of Washington 2009 — 2012
Master of Science in Real Estate
University of Southern Maine 2003 — 2004
Graduate Certificate, Planning and Development
Ithaca College 1995 — 1999
Bachelor of Arts, Economics
Cheverus High School 1991 — 1995
HS Diploma
Colliers International September 2013 - Present
R.W. Thorpe and Associates September 2012 - January 2013
University of Washington August 2009 - December 2012
Dow Investment Group October 2005 - September 2009
Advest May 2000 - October 2005
Skills
Research, PowerPoint, Microsoft Office, Microsoft Excel, Urban Planning, GIS, Microsoft Word, Community Development, Community Outreach, Non-profits, Project Management, Financial Modeling, Analysis, Real Estate Development, Financial Analysis, Economic Development, Budgets, Public & Private Sectors, Market Analysis, Public Finance, Real Estate Financing, public-private..., Planning and Development, Argus Modeling, ESRI Business Online, Investments, Project Planning, Finance, ArcGIS, Economics, Land Use, Management, Real Estate, Data Analysis, Nonprofits
Education
University of Washington 2009 — 2012
Master of Urban Planning
University of Washington 2009 — 2012
Master of Science in Real Estate
University of Southern Maine 2003 — 2004
Graduate Certificate, Planning and Development
Ithaca College 1995 — 1999
Bachelor of Arts, Economics
Cheverus High School 1991 — 1995
HS Diploma
Richard Prestegaard Richard Prestegaard's Advest Experience June 1998 - January 2000
Job Private Equity Professional Investment Development
Industry Investment Management
Experience
High Road Capital Partners June 2007 - Present
Barclays Capital June 2004 - May 2007
Citigroup January 2000 - June 2004
Advest June 1998 - January 2000
Price Waterhouse May 1996 - June 1998
Pricewaterhouse Coopers 1996 - 1998
Skills
Business Valuation, Financial Reporting, Credit Analysis, Private Equity, Investment Banking, Valuation, Corporate Finance, Investments, Equities, Mergers, Mergers & Acquisitions, Strategy, Risk Management, Business Development, Credit, Capital, LBO
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Accounting
College of the Holy Cross 1987 — 1991
BA, Sociology
Clarkstown South!
High Road Capital Partners June 2007 - Present
Barclays Capital June 2004 - May 2007
Citigroup January 2000 - June 2004
Advest June 1998 - January 2000
Price Waterhouse May 1996 - June 1998
Pricewaterhouse Coopers 1996 - 1998
Skills
Business Valuation, Financial Reporting, Credit Analysis, Private Equity, Investment Banking, Valuation, Corporate Finance, Investments, Equities, Mergers, Mergers & Acquisitions, Strategy, Risk Management, Business Development, Credit, Capital, LBO
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & Accounting
College of the Holy Cross 1987 — 1991
BA, Sociology
Clarkstown South!
Mark Fiskio Mark Fiskio's Advest Experience 1994 - 2005
Job Managing Director and Founder
Industry Investment Management
Experience
Empirical Asset Management 2010 - Present
Bank of America Merrill Lynch 2005 - 2010
Advest 1994 - 2005
Skills
Alternative Investments, Investment Advisory, Management, Investments, Equities, Portfolio Management, Wealth Management, Hedge Funds, Private Equity, Trading, Investment Strategies, Asset Allocation, Investment Management, Investment Banking, Asset Management, Fixed Income, Asset Managment, Venture Capital, Series 7
Education
Connecticut College
High School
High School
Empirical Asset Management 2010 - Present
Bank of America Merrill Lynch 2005 - 2010
Advest 1994 - 2005
Skills
Alternative Investments, Investment Advisory, Management, Investments, Equities, Portfolio Management, Wealth Management, Hedge Funds, Private Equity, Trading, Investment Strategies, Asset Allocation, Investment Management, Investment Banking, Asset Management, Fixed Income, Asset Managment, Venture Capital, Series 7
Education
Connecticut College
High School
High School
Drew Hayden's Advest Experience 1998 - 2001
Job Writer at Drew Hayden, LLC
Industry Internet
Experience
Top Box Foods February 2012 - Present
Drew Hayden, LLC February 2011 - Present
Blackwave January 2009 - February 2011
Blackwave, Inc. December 2006 - December 2008
Quantumclicks.com 2000 - 2003
Advest 1998 - 2001
Hutchins, Wheeler & Ditmar 1994 - 1998
Fried, Frank, Harris, Shriver & Jacobson 1993 - 1994
Skills
Go-to-market Strategy, Strategic Partnerships, SaaS, Sales, Start-ups, Product Management, Product Marketing, Strategy, Entrepreneurship, Business Development, Executive Management, Venture Capital, Business Alliances, Cross-functional Team..., Business Strategy, Product Development, Program Management, Multi-channel Marketing, Corporate Development, Storage, New Business Development
Education
Boston College Law School 1990 — 1993
JD
Stanford University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Top Box Foods February 2012 - Present
Drew Hayden, LLC February 2011 - Present
Blackwave January 2009 - February 2011
Blackwave, Inc. December 2006 - December 2008
Quantumclicks.com 2000 - 2003
Advest 1998 - 2001
Hutchins, Wheeler & Ditmar 1994 - 1998
Fried, Frank, Harris, Shriver & Jacobson 1993 - 1994
Skills
Go-to-market Strategy, Strategic Partnerships, SaaS, Sales, Start-ups, Product Management, Product Marketing, Strategy, Entrepreneurship, Business Development, Executive Management, Venture Capital, Business Alliances, Cross-functional Team..., Business Strategy, Product Development, Program Management, Multi-channel Marketing, Corporate Development, Storage, New Business Development
Education
Boston College Law School 1990 — 1993
JD
Stanford University 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Sheila Gregori's Advest Experience 1992 - 2006
Job Compliance Consultant, USIG Compliance at Mass Mutual
Industry Financial Services
Experience
Mass Mutual September 2010 - Present
Morgan Stanley February 2006 - January 2010
Advest 1992 - 2006
Skills
Compliance, Series 24, Series 7, Securities, Financial Services, Series 63, Investments, FINRA, Alternative Investments, Wealth Management, Retirement, Equities, Asset Management, Portfolio Management, Trading
Education
Fairfield University 1987 — 1991
Mass Mutual September 2010 - Present
Morgan Stanley February 2006 - January 2010
Advest 1992 - 2006
Skills
Compliance, Series 24, Series 7, Securities, Financial Services, Series 63, Investments, FINRA, Alternative Investments, Wealth Management, Retirement, Equities, Asset Management, Portfolio Management, Trading
Education
Fairfield University 1987 — 1991
Aaron Scott's Advest Experience 2003 - 2005
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2005 - Present
Advest 2003 - 2005
Education
Trinity College-Hartford 1993 — 1995
MA, Financial Economics
University of Connecticut 1982 — 1986
BS, Statistical Mathematics
RBC Wealth Management September 2005 - Present
Advest 2003 - 2005
Education
Trinity College-Hartford 1993 — 1995
MA, Financial Economics
University of Connecticut 1982 — 1986
BS, Statistical Mathematics
Rob Keane's Advest Experience 1989 - 2006
Job Associate VP Development, Planned Giving Officer at Connecticut Children's Medical Center
Industry Financial Services
Experience
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Connecticut Children's Medical Center July 2012 - Present
Merrill Lynch January 2011 - June 2012
Paychex March 2009 - January 2011
Virtus Investment Partners September 2008 - December 2008
Claymore securities January 2007 - January 2008
advest 1989 - 2006
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Investments, Wealth Management, Asset Managment, Alternative Investments, Equities, Retirement Planning, Series 63, Fixed Income
Education
University of Connecticut 1997 — 2001
MBA, Finance
Eastern Connecticut State University 1983 — 1987
bs, business
Francis McCartan's Advest Experience September 2002 - May 2005
Job Vice President at Buckingham Research Group
Industry Capital Markets
Experience
Buckingham Research Group vice presidentBuckingham2005 - 2007
Advest September 2002 - May 2005
Education
Fordham University 1996 — 2000
Buckingham Research Group vice presidentBuckingham2005 - 2007
Advest September 2002 - May 2005
Education
Fordham University 1996 — 2000
Peter Feder's Advest Experience March 1983 - August 1987
Job Registered Representative Member of New York Life's Executive Council
Industry Insurance
Experience
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
Bank of America Merrill Lynch August 2015 - Present
New York Life Insurance Company August 2012 - Present
A.G. Edwards June 2000 - December 2007
Brown Brothers Harriman August 1987 - June 2000
Advest March 1983 - August 1987
Instinet September 1981 - September 1982
Evans and Co March 1981 - September 1981
European-American Bank October 1980 - March 1981
Heritage Bank December 1979 - September 1980
Skills
Customer Relations, Selling, New Business Development, Account Management, Capital Markets, Trading, Series 7, Equities, Series 63, Research, Mutual Funds, Hedge Funds, Financial Markets, Equity Research, Equity Trading, Retirement Planning, CRM, Investments, Risk Management, Asset Managment, ETFs, Securities, Retirement, Portfolio Management, Life Insurance, Investment Strategies, Alternative Investments, Financial Services, Wealth Management, Options, Fixed Income, Bloomberg, Fixed Annuities, Strategic Financial..., Sales, Insurance, Long-term Care, Estate Planning, Stock Market, Bonds, Investment Advisory, Asset Allocation, Asset Management
Education
University of New Hampshire 1973 — 1978
economics, economics, chemistry
New York Institute of Finance
New York University
University of New Hampshire
BS, Economics
University of New Hampshire - Whittemore School of Business and Economics
madison High School
michael frankel's Advest Experience 1996 - 2006
Job Corporate trader at Maxim group
Industry Capital Markets
Experience
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
Maxim group December 2014 - Present
Hapoalim Securities USA February 2012 - October 2014
Hapoalim Securities USAM February 2012 - October 2014
Oppenheimer & Co. March 2008 - February 2012
advest 1996 - 2006
Skills
Series 7, Series 63, Bonds, Trading, Fixed Income, Series 24, Bloomberg, Securities, Electronic Trading, Capital Markets, Options, Equities, FINRA, Trading Systems, Hedge Funds, Structured Products, Derivatives, Financial Markets, Portfolio Management, Proprietary Trading, Asset Allocation, High Yield, Asset Management, Equity Trading, Investment Banking, Private Equity, Investment Strategies, Investments, Emerging Markets, CDS, Alternative Investments, Mutual Funds, Bloomberg Terminal, Credit
Education
Baruch College, City University of New York (CUNY)
John Hummler's Advest Experience 1983 - 1985
Job Financial Analyst and Investment Management Professional
Industry Financial Services
Experience
John E Hummler @ Litespeed Institutional LLC March 2012 - Present
John E Hummler @ V TRADER PRO LLC February 2006 - February 2012
Jefferies & Company April 2003 - April 2004
J.P. Capital LLC @ Andover Trading March 2000 - March 2003
JGM Securities LLC January 1998 - March 2000
Spear, Leeds & Kellogg June 1994 - January 1998
American Stock Exchange January 1992 - June 1994
Highland Securities 1986 - 1992
Fossett Corporation 1985 - 1986
Advest 1983 - 1985
Skills
Electronic Trading, Equity Derivatives, Portfolio Management, Traders, Series 7, Market Making, Financial Modeling, Hedging, Arbitrage, Valuation, Derivatives, Series 63, Financial Analysis, Financial Markets, Alternative Investments, Special Situations, Fundamental Analysis, High Yield, Securities, Hedge Funds, Equities
Education
Miami University 1976 — 1980
Bachelor of Science Business Administration, Finance and Accounting
Certified Financial Institute preparation Class
John E Hummler @ Litespeed Institutional LLC March 2012 - Present
John E Hummler @ V TRADER PRO LLC February 2006 - February 2012
Jefferies & Company April 2003 - April 2004
J.P. Capital LLC @ Andover Trading March 2000 - March 2003
JGM Securities LLC January 1998 - March 2000
Spear, Leeds & Kellogg June 1994 - January 1998
American Stock Exchange January 1992 - June 1994
Highland Securities 1986 - 1992
Fossett Corporation 1985 - 1986
Advest 1983 - 1985
Skills
Electronic Trading, Equity Derivatives, Portfolio Management, Traders, Series 7, Market Making, Financial Modeling, Hedging, Arbitrage, Valuation, Derivatives, Series 63, Financial Analysis, Financial Markets, Alternative Investments, Special Situations, Fundamental Analysis, High Yield, Securities, Hedge Funds, Equities
Education
Miami University 1976 — 1980
Bachelor of Science Business Administration, Finance and Accounting
Certified Financial Institute preparation Class
Rudy Charles Zekou's Advest Experience October 2003 - September 2004
Job Business Development Manager at la Voix de la Resisante Africaine
Industry Investment Management
Experience
la Voix de la Resisante Africaine March 2013 - Present
REAL OPERATION INTELLIGENCE March 2003 - December 2013
Bonaire Software Solutions July 2012 - February 2013
Groupe Expert de Cote D'Ivoire / GECI November 2009 - February 2012
State Street Bank & Trust May 2007 - July 2009
State Street Bank & Trust August 2006 - April 2007
Rogerson Communities December 2004 - May 2006
ADVEST October 2003 - September 2004
Clinical Lab. Partners July 2002 - August 2003
Skills
Bloomberg, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Bloomberg Terminal, Investments, Risk Management, Finance, Accounting, Management, Internal Controls, Business Planning, Account Reconciliation, Asset Management
Education
The University of Connecticut School of Business 2003 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universite Paris 13 St Denis 1993 — 1996
Bachelor of Applied Science (BASc), Sociology, Musicology
Universite Paris 8, Institut Gallilee 1989 — 1993
Master of Science (M.S.), Finance, General
la Voix de la Resisante Africaine March 2013 - Present
REAL OPERATION INTELLIGENCE March 2003 - December 2013
Bonaire Software Solutions July 2012 - February 2013
Groupe Expert de Cote D'Ivoire / GECI November 2009 - February 2012
State Street Bank & Trust May 2007 - July 2009
State Street Bank & Trust August 2006 - April 2007
Rogerson Communities December 2004 - May 2006
ADVEST October 2003 - September 2004
Clinical Lab. Partners July 2002 - August 2003
Skills
Bloomberg, Fixed Income, Fund Accounting, Mutual Funds, Financial Analysis, Bloomberg Terminal, Investments, Risk Management, Finance, Accounting, Management, Internal Controls, Business Planning, Account Reconciliation, Asset Management
Education
The University of Connecticut School of Business 2003 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universite Paris 13 St Denis 1993 — 1996
Bachelor of Applied Science (BASc), Sociology, Musicology
Universite Paris 8, Institut Gallilee 1989 — 1993
Master of Science (M.S.), Finance, General
Lisa Aubin's Advest Experience 1995 - 1998
Job Financial Planning & Analysis
Industry Medical Devices
Experience
NxStage Medical June 2012 - Present
Novartis Vaccines and Diagnostics July 2009 - March 2011
Novartis Vaccines & Diagnostics March 2008 - December 2009
Boston Scientific October 2005 - February 2008
Boston Scientific January 2003 - September 2005
Boston Scientific February 1999 - December 2002
Advest 1995 - 1998
Skills
Finance, Corporate Finance, Analysis, Business Planning, Financial Modeling, Cross-functional Team..., Strategic Financial..., Forecasting, Business Analysis, Medical Devices, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, General Management
Boston College 1988 — 1992
B.S., Finance
East Hartford High School 1984 — 1988
NxStage Medical June 2012 - Present
Novartis Vaccines and Diagnostics July 2009 - March 2011
Novartis Vaccines & Diagnostics March 2008 - December 2009
Boston Scientific October 2005 - February 2008
Boston Scientific January 2003 - September 2005
Boston Scientific February 1999 - December 2002
Advest 1995 - 1998
Skills
Finance, Corporate Finance, Analysis, Business Planning, Financial Modeling, Cross-functional Team..., Strategic Financial..., Forecasting, Business Analysis, Medical Devices, Financial Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA, General Management
Boston College 1988 — 1992
B.S., Finance
East Hartford High School 1984 — 1988
Jeffrey Barlow's Advest Experience 1992 - 2000
Job Head of Investment Banking at Canaccord Genuity
Industry Investment Banking
Experience
Canaccord Genuity Inc. 2007 - Present
First Albany Capital January 2000 - February 2007
Advest 1992 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Mergers & Acquisitions, Private Placements, Equities, Corporate Finance, Investments, IPO, Financial Modeling, Due Diligence, Investor Relations, Equity Research, Financial Analysis, M&A experience
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, International Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Canaccord Genuity Inc. 2007 - Present
First Albany Capital January 2000 - February 2007
Advest 1992 - 2000
Skills
Investment Banking, Capital Markets, Valuation, Mergers & Acquisitions, Private Placements, Equities, Corporate Finance, Investments, IPO, Financial Modeling, Due Diligence, Investor Relations, Equity Research, Financial Analysis, M&A experience
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, International Business
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BA, Economics
Bonnie Powell's Advest Experience September 1992 - 1998
Job Director, Registered Principal Manager, Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Bank of America/Merrill Lynch 2010 - Present
Merrill Lynch Bank of America February 2007 - Present
Merrill Lynch 2008 - June 2011
Merrill Lynch March 2007 - May 2011
Bank of America Merrill Lynch February 2008 - June 2010
BlackRock August 2005 - 2007
BBC Audiobooks America 2004 - 2005
OMI Business Communications 1994 - 1998
Advest September 1992 - 1998
Circuitech, Inc. 1980 - 1992
Skills
Series 7, Series 24, Wealth, Financial Services, FINRA, Review of advertising..., SVP, Registered..., Financial Writer, Finance, Portfolio Management, Private Equity, Wealth Management
Education
Bauder College
Rutgers at BCC
Business Journalism
Patricia LaPointe's Advest Experience 2000 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Capital One February 2011 - Present
Freddie Mac May 2005 - May 2010
Advest 2000 - 2005
Prudential Securities 1993 - 2000
Education
Kean University 1986 — 1988
BA, History
Ladycliff College 1978 — 1982
English
Capital One February 2011 - Present
Freddie Mac May 2005 - May 2010
Advest 2000 - 2005
Prudential Securities 1993 - 2000
Education
Kean University 1986 — 1988
BA, History
Ladycliff College 1978 — 1982
English
David Alter's Advest Experience 2003 - 2006
Job Director, Strategic Investment Research Group at Prudential Investments
Industry Investment Management
Experience
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Prudential Investments July 2011 - Present
Prudential Retirement May 2010 - July 2011
Prudential Retirement May 2006 - May 2010
The Hartford 2006 - 2006
Advest 2003 - 2006
Paine Webber 1994 - 2003
Sanford C. Bernstein 1992 - 1994
Dean Witter Reynolds 1990 - 1992
Skills
Mutual Funds, Investments, Mergers & Acquisitions, Asset Allocation, Analysis, Business Development, Equities, Management, Portfolio Management
Education
The George Washington University 1985 — 1989
BA
Kevin L. Williams, AAMS, AWM's Advest Experience August 1998 - November 2006
Job Senior Vice President – Branch Director, Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2006 - Present
Advest August 1998 - November 2006
Smith Barney May 1986 - August 1998
Education
Quinnipiac University 1982 — 1986
Bachelor of Science, Finance
RBC Wealth Management November 2006 - Present
Advest August 1998 - November 2006
Smith Barney May 1986 - August 1998
Education
Quinnipiac University 1982 — 1986
Bachelor of Science, Finance
Chris Drucker's Advest Experience July 1981 - February 1995
Job Business Development Manager
Industry Consumer Electronics
Experience
New York Stock Exchange June 1995 - June 2007
Advest, Inc. June 1995 - April 2006
Advest, Inc. June 1981 - June 1996
Advest July 1981 - February 1995
Advest July 1981 - February 1995
American Stock Exchange 1977 - 1995
Education
Johnson & Wales University
Johnson and Wales College
Johnson and Wales College
New York Stock Exchange June 1995 - June 2007
Advest, Inc. June 1995 - April 2006
Advest, Inc. June 1981 - June 1996
Advest July 1981 - February 1995
Advest July 1981 - February 1995
American Stock Exchange 1977 - 1995
Education
Johnson & Wales University
Johnson and Wales College
Johnson and Wales College
Bill Carrier's Advest Experience 2003 - 2005
Job Searching for a Finance job in Los Angeles
Industry Financial Services
Experience
None 2011 - Present
Keefe, Bruyette & Woods 2007 - 2010
Ryan Beck & Co./Stifel Nicolaus 2005 - 2007
Advest 2003 - 2005
Dresdner Bank 2000 - 2002
Skills
Finance, Equity Research, Valuation, Capital Markets, Equities, Investments, Investment Banking, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Corporate Finance, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
Emory University 1988 — 1992
BBA, Business
None 2011 - Present
Keefe, Bruyette & Woods 2007 - 2010
Ryan Beck & Co./Stifel Nicolaus 2005 - 2007
Advest 2003 - 2005
Dresdner Bank 2000 - 2002
Skills
Finance, Equity Research, Valuation, Capital Markets, Equities, Investments, Investment Banking, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Corporate Finance, Portfolio Management
Education
Georgia Institute of Technology 1998 — 2000
MBA, Finance
Emory University 1988 — 1992
BBA, Business
Tom Schulte's Advest Experience August 2004 - December 2005
Job MBS Fixed Income Trader/Sales at First Empire Securities
Industry Financial Services
Experience
First Empire Securities April 2008 - Present
MFR Securities, Inc. December 2005 - April 2008
Advest August 2004 - December 2005
Prudential Securities November 1987 - December 2000
Skills
Series 7, Trading, Bonds, Series 24, Securities, Bloomberg, Equities, Investments, Asset Management, Portfolio Management, Equity Trading, Hedge Funds, Alternative Investments, Series 63, Wealth Management, Asset Managment, Options, High Yield, Series 3, Series 55, FINRA
Education
Montclair State University 1983 — 1987
Bachelor of Arts (B.A.)
First Empire Securities April 2008 - Present
MFR Securities, Inc. December 2005 - April 2008
Advest August 2004 - December 2005
Prudential Securities November 1987 - December 2000
Skills
Series 7, Trading, Bonds, Series 24, Securities, Bloomberg, Equities, Investments, Asset Management, Portfolio Management, Equity Trading, Hedge Funds, Alternative Investments, Series 63, Wealth Management, Asset Managment, Options, High Yield, Series 3, Series 55, FINRA
Education
Montclair State University 1983 — 1987
Bachelor of Arts (B.A.)
Mel Strauss's Advest Experience 2000 - 2004
Job financial services executive
Industry Financial Services
Experience
independent consultant June 2009 - Present
Advest, Inc. 2000 - 2004
Advest 2000 - 2004
Skills
Credit Analysis, Fixed Income, Risk Management, Strategic Financial..., Financial Analysis, Series 7, Portfolio Management, Alternative Investments, Credit, Finance, Capital Markets, Business Analysis, Credit Risk, Financial Services, Financial Markets, Mortgage Lending, Loans
Education
Hofstra University 1962 — 1967
BS Physics
Penn State University
ME Math, Operations Research
independent consultant June 2009 - Present
Advest, Inc. 2000 - 2004
Advest 2000 - 2004
Skills
Credit Analysis, Fixed Income, Risk Management, Strategic Financial..., Financial Analysis, Series 7, Portfolio Management, Alternative Investments, Credit, Finance, Capital Markets, Business Analysis, Credit Risk, Financial Services, Financial Markets, Mortgage Lending, Loans
Education
Hofstra University 1962 — 1967
BS Physics
Penn State University
ME Math, Operations Research
Philip Xanthopoulos's Advest Experience 2004 - 2006
Job Available Financial Services Professional
Industry Financial Services
Experience
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
Ken Gardener's Advest Experience 1996 - 1998
Job Independent Real Estate Professional
Industry Real Estate
Experience
Dick's Sporting Goods August 2010 - Present
U.S. Telecom 1998 - 2001
Advest 1996 - 1998
Prudential Securities 1986 - 1996
Education
University of Central Florida - College of Business Administration 1981 — 1987
B.S., Finance
Dick's Sporting Goods August 2010 - Present
U.S. Telecom 1998 - 2001
Advest 1996 - 1998
Prudential Securities 1986 - 1996
Education
University of Central Florida - College of Business Administration 1981 — 1987
B.S., Finance
Laura Breslin's Advest Experience 2000 - 2005
Job Integrated Master Scheduler at Pratt & Whitney
Industry Aviation & Aerospace
Experience
Pratt & Whitney February 2014 - Present
Pratt & Whitney December 2005 - January 2014
Advest 2000 - 2005
Skills
SAP, Primavera P6, Microsoft Excel, Microsoft Word, wInsight, PowerPoint, Earned Value Management, Business Warehouse, Access, Business Process..., Strategic Financial..., SAP BW, Process Improvement, Investments, Financial Reporting, Analysis, Financial Analysis, Risk Management, Six Sigma, Finance, Hyperion Enterprise, Cross-functional Team...
Education
University of New Haven 2009 — 2012
BS, General Engineering
University of New Haven 1997 — 2000
MBA, Finance
University of New Haven 1992 — 1996
AS, Electrical Engineering
University of New Haven 1992 — 1996
BS, Music and Soundrecording
Pratt & Whitney February 2014 - Present
Pratt & Whitney December 2005 - January 2014
Advest 2000 - 2005
Skills
SAP, Primavera P6, Microsoft Excel, Microsoft Word, wInsight, PowerPoint, Earned Value Management, Business Warehouse, Access, Business Process..., Strategic Financial..., SAP BW, Process Improvement, Investments, Financial Reporting, Analysis, Financial Analysis, Risk Management, Six Sigma, Finance, Hyperion Enterprise, Cross-functional Team...
Education
University of New Haven 2009 — 2012
BS, General Engineering
University of New Haven 1997 — 2000
MBA, Finance
University of New Haven 1992 — 1996
AS, Electrical Engineering
University of New Haven 1992 — 1996
BS, Music and Soundrecording
Kim Cote's Advest Experience September 2000 - May 2006
Job Account Manager at MassMutual
Industry Insurance
Experience
MassMutual Financial Group January 2013 - Present
The Hartford September 2006 - December 2012
Advest September 2000 - May 2006
Skills
401k, Retirement
Education
Manchester Community College
MassMutual Financial Group January 2013 - Present
The Hartford September 2006 - December 2012
Advest September 2000 - May 2006
Skills
401k, Retirement
Education
Manchester Community College
Cheryl Kayan's Advest Experience August 1997 - February 2000
Job Project Manager at Adecco at CVS
Industry Retail
Experience
Adecco at CVS November 2004 - December 2010
TrueAdvantage July 2004 - October 2004
PSG Boston March 2004 - July 2004
Dining In January 2002 - September 2003
Benchmark Sales and Marketing February 2000 - September 2001
Advest August 1997 - February 2000
Chatfield, property of Advest August 1997 - July 1998
Skills
Cross-functional Team..., Retail, Budgets, Management, Advertising, Program Management, Customer Service, Marketing, Sales, Inventory Management, Project Management, Project Planning, Product Development, Leadership, Sales Operations, Visio, Training, CRM, Process Improvement, Access, Product Management, Team Building, Competitive Analysis, Microsoft Office, Business Development, Team Leadership, Account Management
Education
University of Hartford 1993 — 1997
Bachelor of Arts, Communication; Mass Communication and Public Relations
Adecco at CVS November 2004 - December 2010
TrueAdvantage July 2004 - October 2004
PSG Boston March 2004 - July 2004
Dining In January 2002 - September 2003
Benchmark Sales and Marketing February 2000 - September 2001
Advest August 1997 - February 2000
Chatfield, property of Advest August 1997 - July 1998
Skills
Cross-functional Team..., Retail, Budgets, Management, Advertising, Program Management, Customer Service, Marketing, Sales, Inventory Management, Project Management, Project Planning, Product Development, Leadership, Sales Operations, Visio, Training, CRM, Process Improvement, Access, Product Management, Team Building, Competitive Analysis, Microsoft Office, Business Development, Team Leadership, Account Management
Education
University of Hartford 1993 — 1997
Bachelor of Arts, Communication; Mass Communication and Public Relations
James Rhee's Advest Experience November 2004 - February 2006
Job Equity Research
Industry Financial Services
Experience
MFS Investment Management September 2008 - September 2010
Keefe, Bruyette & Woods March 2006 - April 2008
Advest November 2004 - February 2006
Education
Columbia Engineering 2000 — 2004
B.S.
MFS Investment Management September 2008 - September 2010
Keefe, Bruyette & Woods March 2006 - April 2008
Advest November 2004 - February 2006
Education
Columbia Engineering 2000 — 2004
B.S.
Douglas Brinkman's Advest Experience May 2001 - March 2004
Job Chief Financial Officer
Industry Banking
Experience
Sperry Associates FCU March 2013 - Present
Sperry Associates FCU May 2008 - Present
Cantor Fitzgerald March 2004 - August 2006
Advest May 2001 - March 2004
Education
Adelphi University
MBA
Susquehanna University
Susquehanna University
Sperry Associates FCU March 2013 - Present
Sperry Associates FCU May 2008 - Present
Cantor Fitzgerald March 2004 - August 2006
Advest May 2001 - March 2004
Education
Adelphi University
MBA
Susquehanna University
Susquehanna University