Advest, Inc.

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Advest, Inc. Employees

Employee
Years
Job
Industry
Kashif Ali Kashif Ali Greater Seattle Area Details
Kashif Ali's Advest, Inc. Experience August 1995 - March 1997
Job Director, Strategy and Partnerships at Microsoft
Industry Internet
Experience
Microsoft  May 2015 - Present
Microsoft  March 2010 - Present
AOL  February 2008 - February 2010
AOL  January 2007 - January 2008
AOL  November 2005 - December 2006
AOL  January 2004 - October 2005
Deloitte Consulting  September 2001 - January 2004
Hamilton Lane Advisors   September 1998 - August 1999
CoreStates Bank  April 1997 - August 1998
Advest, Inc.   August 1995 - March 1997

Skills
Mobile Advertising, Mobile Applications, Mobile Devices, Business Development, Contract Negotiation, Strategic Partnerships, Product Strategies, Product Management, Strategic Planning, Strategy, Start-ups, Leadership, Management, Team Building, Online Advertising, Venture Capital, Digital Media, Ad Networks, SaaS, Telecommunications, Digital Strategy, Mobile Marketing, Product Marketing, Monetization, Mobile Internet, E-commerce, Cloud Computing, Enterprise Software, Go-to-market Strategy, Program Management, Integrated Marketing, Integration, Advertising, Analytics

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA, Strategy

Dartmouth College   1993 — 1995
BA, Economics

Ohio Wesleyan University   1991 — 1993
Transferred to Dartmouth College., Economics

Cathedral High School - Lahore

BRENT BRUCKNER BRENT BRUCKNER North Canton, Ohio Details
BRENT BRUCKNER's Advest, Inc. Experience June 1997 - November 2005
Job Wealth Management Consultant
Industry Financial Services
Experience
Invent Now, Non-Profit Organization   February 2015 - Present
UBS Financial Services Inc.  June 2011 - November 2014
Raymond James & Associates, Inc.   November 2005 - June 2011
Advest, Inc.   June 1997 - November 2005
Banc One Investment Management and Trust Company   January 1995 - May 1997

Skills
Investments, Wealth Management, Series 7, Team Building, Series 63, Retirement Planning, Asset Managment, Marketing, Strategic Planning, Alternative Investments, Mutual Funds, Asset Allocation, Sales, Management, Leadership, Public Speaking, Customer Service, Financial Analysis, Financial Planning, Insurance, Sales Management, Team Leadership, Client Education, Client Development, Client Presentation, Behavior Management, Behavioral Finance, Asset Management, Portfolio Management, Estate Planning, Retirement, Marketing Strategy, Equities, Securities, Risk Management, Finance, Financial Services, Small Business, Financial Advisory, Investment Advisory, Fixed Annuities, Investment Strategies, Life Insurance, Fixed Income, Business Planning, Strategy, Banking, Credit, Consulting, 401k

Education
Harvard Business School   2002 — 2004
Behavioral Finance, Advest Institute

The University of Akron   2000 — 2001
Post-Baccalaureate Certificate, Financial Planning

Baldwin Wallace University   1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance

University of Dayton   1990 — 1992
Business Adminstration, School of Business

GlenOak High School   1986 — 1990
Diploma, College Prep

Gregory Berchelmann Gregory Berchelmann Greater St. Louis Area Details
Gregory Berchelmann's Advest, Inc. Experience 1999 - 2003
Job Owner at Birch Tree Consultants, LLC
Industry Marketing and Advertising
Experience
Birch Tree Consultants, LLC   December 2010 - Present
NSI Marketing Services  March 2010 - December 2010
Anheuser-Busch InBev  July 2003 - February 2010
Anheuser-Busch Companies, Inc.   July 2003 - February 2010
Advest, Inc.   1999 - 2003

Education
Rensselaer Polytechnic Institute at Hartford   2001 — 2003
MS, Computer Science

Amherst College   1995 — 1999
BA, Computer Science

Lindbergh HS

Kirk Kvist Kirk Kvist Greater Chicago Area Details
Kirk Kvist's Advest, Inc. Experience January 1989 - January 1992
Job Client Services at Orc Group
Industry Information Services
Experience
Orc Group  September 2013 - Present
SunGard Global Trading  October 2000 - August 2013
GL Trade  October 2000 - October 2008
Davidge Data Systems   2000 - 2004
Hartford Life  1996 - October 2000
Aetna  1991 - 1996
Advest, Inc.   January 1989 - January 1992

Skills
IT Management, Options, Equities, Electronic Trading, Futures Trading, Trading Systems, Market Data, Derivatives, Financial Markets, Trading, Equity Trading, Order Management, Fixed Income, Project Management, Middle Office, ETFs, Low Latency, Financial Services, Hedge Funds, Back Office, Capital Markets, Exchange Connectivity, Equity Derivatives, Securities, FINRA, Bloomberg, Series 7, Commodity, Technical Analysis, Prime Brokerage, Settlement, Foreign Exchange, Trading Strategies, Investment Banking, FX trading, Bonds, Series 63

Education
Central Connecticut State University

College of Lake County

Mark J. Dixon Mark J. Dixon Greater St. Louis Area Details
Mark J. Dixon's Advest, Inc. Experience June 1993 - August 1995
Job Vice President, Market Growth & Development Consultant, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  July 2008 - Present
A.G. Edwards & Sons, Inc.   January 1998 - April 2008
A.G. Edwards & Sons, Inc.   August 1995 - December 1999
Advest, Inc.   June 1993 - August 1995
Edward Jones  January 1990 - June 1993
Commerce Bank  January 1988 - May 1989

Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation

Education
The American University   1986 — 1987
Bachelor of Science (BS), Marketing, 3.2

University of Missouri-Columbia   1983 — 1985

Chaminade College Preparatory   1976 — 1983

Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6

Kurt Kammerer Kurt Kammerer Greater New York City Area Details
Kurt Kammerer's Advest, Inc. Experience January 1991 - January 1994
Job Narrow Strait Management
Industry Investment Management
Experience
Nile Capital Management, LLC  August 2012 - August 2014
Merrill Lynch  May 2011 - July 2012
The Elwing Company   June 2009 - April 2011
Princeton Regional Schools  March 2003 - November 2006
C.E. Unterberg, Towbin   January 1994 - June 1996
Advest, Inc.   January 1991 - January 1994

Education
Harvard University
Bachelor of Arts (B.A.), cum laude

Patricia Hennedy Patricia Hennedy Douglas, Massachusetts Details
Patricia Hennedy's Advest, Inc. Experience 1992 - June 1994
Job
Industry Financial Services
Experience
Merrill Edge  January 2014 - Present
Delta Equity Financial Services   May 2000 - June 2003
Equiserve  August 1998 - June 1999
Royal Alliance Associates INC  1996 - July 1998
Royal Alliance Associates INC  July 1994 - 1996
Advest, Inc.   1992 - June 1994
Advest, Inc.   September 1990 - 1992

Skills
Bonds, Trading, Customer Service, Technical Support, Microsoft Excel, Microsoft Word, Outlook, Finance, Series 7

Education
City University of New York-Baruch College   1996 — 1997
No Degree, Accounting, Economics and Computer Business Information Processing, Undergraduate Honors

Central Connecticut State University   1990 — 1992
Accounting and Finance

Cazenovia College
Accounting and Finance

Robert J. Looney Robert J. Looney Greater New York City Area Details
Robert J. Looney's Advest, Inc. Experience 1998 - 2005
Job Chief Operating Officer and Chief Financial Officer AXIS Re
Industry Insurance
Experience
AXIS Capital  2011 - Present
AXIS Capital  2010 - 2011
Wunderlich Securities  2009 - 2010
KeyBanc Capital Markets  2005 - 2009
Advest, Inc.   1998 - 2005
PwC  1991 - 1998
Mutual of America  1988 - 1991

Skills
Reinsurance, Insurance, Corporate Finance, Property & Casualty..., Finance, Financial Analysis, Financial Reporting, Strategic Planning, Due Diligence, Operations Management, Business Strategy, Investment Banking, Mergers & Acquisitions, Management, Mergers, Auditing, Banking

Education
Columbia University - Columbia Business School
MBA, Finance

Villanova University
B.S., Accountancy

Michael P Williams Michael P Williams Longmeadow, Massachusetts Details
Michael P Williams's Advest, Inc. Experience September 1987 - August 1994
Job Retired
Industry Financial Services
Experience
Retired  August 2014 - Present
Chicopee Savings Bank  April 2004 - August 2014
TD  August 1994 - April 2004
Advest, Inc.   September 1987 - August 1994
Prudential-Bache  September 1985 - September 1987
E.F. Hutton   August 1982 - September 1985
Med Care Associates   October 1979 - August 1982
Springfield Public Schools  September 1972 - October 1979

Skills
Investments, Strategic Planning, Customer Service, Nonprofits, Public Speaking, Coaching, Marketing Strategy, Marketing, Sales, Leadership, Management

Education
Westfield State University   1975 — 1980
Master's degree, Educational Leadership and Administration, General

Boston University   1969 — 1972
"BS", Health and Physical Education/Fitness

Dawn Beatty, CFP(R), CLU, ChFC, CIC, MBA Dawn Beatty, CFP(R), CLU, ChFC, CIC, MBA Richmond, Virginia Area Details
Dawn Beatty, CFP(R), CLU, ChFC, CIC, MBA's Advest, Inc. Experience June 2002 - October 2005
Job Senior Life Sales Manager at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group  July 2008 - Present
Erie Insurance Group  October 2005 - July 2008
Advest, Inc.   June 2002 - October 2005

Skills
Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Fixed Annuities, Term Life Insurance, Umbrella Insurance, General Insurance, Commercial Lines, Mutual Funds, Stocks, Bonds, Options, ETFs, Retirement Planning, Whole Life, Retirement, Homeowners, Universal Life, Marketing, Strategic Financial..., IRAs, Employee Benefits, Portfolio Management, Financial Services, Training, Investments, Finance, Estate Planning, Sales Presentations, Licensed Property, Executive Management, Casualty, Legal Liability, Customer Service, Risk Management, Disability Insurance, Casualty Insurance

Education
Case Western Reserve University   2011 — 2014
Master of Business Administration (M.B.A.), 4.0 GPA

Penn State University   1998 — 2002
Bachelor's degree, Finance, General

donald e franz donald e franz Ponte Vedra Beach, Florida Details
donald e franz's Advest, Inc. Experience April 1994 - June 1998
Job managing director at Private investor | Index, Commoditty, Forex and Real Estate
Industry Financial Services
Experience
Goldcoast Enterprises II   January 1999 - Present
Advest, Inc.   April 1994 - June 1998
fin security/hermitage capital   April 1987 - December 1992
Smith Barney  August 1974 - April 1987

Skills
stock analyst, Mergers, Asset Management, Private Equity, Strategic Planning, Corporate Finance, Investment Banking, Equities, Portfolio Management, Valuation, Business Strategy, Hedge Funds, Risk Management, Investments, FX, Equity Research, Financial Modeling, Capital Markets, Investment Strategies, Financial Markets, Industry Analysis, Due Diligence, Investment Advisory, Securities, Financial Analysis

Education
Columbia Business School   1967 — 1969
mba, business

Villanova University   1962 — 1966
ba, political science

Faye MacIntyre Faye MacIntyre Hendersonville, North Carolina Details
Faye MacIntyre's Advest, Inc. Experience September 2001 - November 2003
Job Vice President/Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors, LLC  December 2004 - April 2014
Advest, Inc.   September 2001 - November 2003
Paine Webber  October 1978 - October 1988

Skills
Series 7, Series 66, Series 9/10, Financial Services, Mutual Funds, Management, Retirement, Financial Analysis, Process Improvement, Series 65, Series 63, Trading, ETFs, IRAs, Securities, FINRA, Uniform Combined State..., Retirement Planning, Finance, Investments, Operations Management

Education
Rio Hondo College   1973 — 1975
Associate of Arts (A.A.), Visual and Performing Arts

California State University-Northridge
Bachelor's Degree, Business/Commerce, General

Jacqueline Castillo Jacqueline Castillo Hartford, Connecticut Area Details
Jacqueline Castillo's Advest, Inc. Experience 1998 - 2002
Job Employment Specialist at Community Renewal Team, Inc.
Industry
Experience
Community Renewal Team, Inc.   2011 - Present
Connecticut Puerto Rican Forum   2005 - 2009
Advest, Inc.   1998 - 2002
Cuchilandia Restaurant   1992 - 2002

Skills
Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Public Relations, Budgets, Community Outreach, Management, Nonprofits, Community Development, Case Management, Grant Writing, Program Development, Leadership Development, Event Planning, Program Management, Training, Volunteer Management

Education
Goodwin College
Associate's Degree, Associate of Science Criminal Justice

Goodwin College
Criminal Justice/Police Science

Jacqueline Castillo Jacqueline Castillo Wethersfield, Connecticut Details
Jacqueline Castillo's Advest, Inc. Experience 1998 - 2002
Job Employment Specialist at Community Renewal Team, Inc.
Industry Nonprofit Organization Management
Experience
Community Renewal Team, Inc.   2011 - Present
Connecticut Puerto Rico Forum   2005 - 2009
Managing Partner  1992 - 2005
Advest, Inc.   1998 - 2002

Skills
Bilingual-English/Spanis..., Microsoft Office, Desktop Support..., Office Manager/..., Keyboarding (45 wpm), Basic Accounting, Vita (IRS) Community..., First Aid CPR-Adult,..., Mental Health First Aid, Addiction and..., Wrokforce re-entry..., Accounting, Interviews, Case Management, Public Speaking, Community Outreach, Social Services, Grant Writing, Fundraising, Strategic Planning, Program Development, Training, Volunteer Management, Nonprofits, Leadership Development, Event Planning, Program Management, Staff Development, Research, Leadership, Organizational..., Customer Service

Education
Goodwin College   2011 — 2013
Associate's degree, Associate's of Science Criminal Justice

Porter and Chester institute Rocky Hill, CT   1997 — 1998
Certificate, Office Administration

Charles Atwill, CFP® Charles Atwill, CFP® Richmond, Virginia Area Details
Charles Atwill, CFP®'s Advest, Inc. Experience April 1998 - November 2005
Job Managing Member at AFCG, LLC
Industry Investment Management
Experience
AFCG, LLC   November 2005 - Present
Advest, Inc.   April 1998 - November 2005

Skills
Financial Planning, Portfolio Management, Asset Allocation, Asset Management, Retirement Planning, Investment Advisory, Risk Management, Strategic Financial..., Asset Managment, Finance, Insurance, Valuation, Financial Services, Retirement, Investments, Estate Planning, Financial Analysis, Securities, Financial Advisory

Education
Hampden-Sydney College   1988 — 1992
BA, Political Science

Rex Green Rex Green Greater Boston Area Details
Rex Green's Advest, Inc. Experience 2002 - 2004
Job
Industry Investment Banking
Experience
Jefferies LLC  July 2015 - Present
BB&T Capital Markets  2004 - June 2015
Advest, Inc.   2002 - 2004
Hook Media, Inc.   2000 - 2001
Advest, Inc.   1994 - 2000
KPMG  1983 - May 1994

Education
Brown University   1978 — 1982
Bachelor of Arts (B.A.), Economics

New York University, Stern School of Business
MBA

Ernie (Ernest R.) Smith Ernie (Ernest R.) Smith Greater Minneapolis-St. Paul Area Details
Ernie (Ernest R.) Smith's Advest, Inc. Experience 1993 - December 2002
Job VP Technology at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 2008 - Present
H&R Block Financial Advisors  February 2004 - November 2008
H&R Block  2004 - 2008
Smith Associates   January 2003 - January 2004
Advest, Inc.   1993 - December 2002
Aetna Life and Casualty  1990 - 1993
CIGNA  1984 - 1990
IBM  1977 - 1984

Skills
Strategic Planning, Financial Services, Portfolio Management, Risk Management, Vendor Management, Leadership, Process Improvement, Business Analysis, Project Management, IT Strategy, Management, Business Intelligence, Integration, SDLC, Analytics, Business Process..., Project Portfolio..., Program Management, Strategy, PMO, Disaster Recovery, Change Management, Finance, Product Management, CRM, Information Technology, Outsourcing, Marketing, Team Leadership, Cross-functional Team..., Management Consulting, Mergers & Acquisitions, Start-ups, Governance, Banking, Strategic Financial..., Analysis, Insurance, Business Development, Business Process, IT Management, Enterprise Architecture

Education
Heidelberg University   1973 — 1977
BA, Theology

Tolland High School   1969 — 1973

Richard Quad Richard Quad Greater New York City Area Details
Richard Quad's Advest, Inc. Experience June 1998 - June 2000
Job Senior Managing Director and CoHead, Financial Institutions Group at Griffin Financial Group
Industry Investment Banking
Experience
Griffin Financial Group  August 2012 - Present
RBC Capital Markets  January 2008 - November 2011
RBC Capital Markets  November 2010 - October 2011
RBC Capital Markets  June 2009 - October 2010
RBC Capital Markets  January 2005 - December 2007
RBC Capital Markets  June 2000 - December 2004
Advest, Inc.   June 1998 - June 2000
Banknorth Group  June 1990 - July 1996

Skills
Series 7, Series 63, Financial Institutions, Financial Modeling, Company Acquisitions, Equity Capital Markets, Bank Mergers, Mergers, Mergers & Acquisitions, Portfolio Management, Equities, Alternative Investments, Asset Management, Financial Analysis, Fixed Income, Investments, Finance, Banking, Investment Management, Valuation, Credit, Capital Markets, Strategy, Corporate Development, Acquisitions, Hedge Funds, Corporate Finance, Private Equity, Investment Banking, Securities, Bloomberg, Private Placements, Structured Finance, Financial Structuring, LBO, IPO, Equity Research, Due Diligence

Education
Cornell University - Johnson Graduate School of Management   1996 — 1998
MBA, Business

University of Vermont   1986 — 1990
B.S., Business Administration

Heather Kubasak Heather Kubasak Columbus, Ohio Area Details
Heather Kubasak's Advest, Inc. Experience 1998 - 2005
Job Treasury Management
Industry Banking
Experience
Huntington National Bank  April 2012 - Present
JPMorgan Chase  July 2009 - October 2011
Columbus Financial Group  June 2008 - April 2009
JP Morgan  2005 - 2008
Advest, Inc.   1998 - 2005
Advest, Inc.   1998 - 2005

Skills
Investments, Equities, Banking

Education
Bowling Green State University   1993 — 1997
Bachelor of Science (BS), Management and International Business

Chris Van Wagenen, FRM Chris Van Wagenen, FRM Portland, Maine Area Details
Chris Van Wagenen, FRM's Advest, Inc. Experience June 2002 - August 2002
Job VP, Risk Portfolio Manager at TD
Industry Banking
Experience
TD  March 2014 - Present
TD  July 2011 - March 2014
Quantitative Risk Management  August 2007 - June 2011
IBM  May 2007 - August 2007
IBM  August 2005 - May 2007
Unum  June 2004 - August 2004
Advest, Inc.   June 2002 - August 2002

Skills
Risk Management, Valuation, Financial Risk, Financial Modeling, Credit Risk, ALM, Stress Testing, Financial Forecasting, Project Management, QRM, Banking, Finance, Corporate Finance, Analysis, Forecasting, Credit, Analytics

Education
Colby College   2001 — 2005
BA, Mathematics

Rye High School   1997 — 2001

Cammie Thompson Cammie Thompson Boston, Massachusetts Details
Cammie Thompson's Advest, Inc. Experience January 2004 - November 2005
Job Regional Associate at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  March 2006 - Present
Oppenheimer & Co.   December 2005 - March 2006
Advest, Inc.   January 2004 - November 2005
Millennium Events   1998 - 1999

Skills
PowerPoint, Excel, Administrative Support, Microsoft Office, Customer Service, Microsoft Excel, Social Media, Mutual Funds, Insurance, Research, Management, Marketing, Wealth Management, FINRA, Securities, Asset Allocation, Investment Strategies, Retirement Planning, Investment Advisory, ETFs, Equities, Investments, Retirement, Financial Advisory, Series 7

Education
Hobart and William Smith Colleges   1999 — 2003
BA, Psychology

Tabor Academy   1994 — 1998

Marc Brinster Marc Brinster Greater New York City Area Details
Marc Brinster's Advest, Inc. Experience January 2002 - April 2005
Job Fixed Income Trading at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  December 2012 - Present
MetLife  February 2007 - December 2012
David William Securities   April 2006 - February 2007
Advest, Inc.   January 2002 - April 2005
Pershing  May 2000 - January 2002
Pershing  June 1999 - May 2000
Pershing  April 1997 - June 1999

Education
Seton Hall University   1990 — 1993
Bachelor of Science, Finance

Penn State University   1989 — 1990
Meteorology

Brookdale Community College
Education

Janice Davis-Canty Janice Davis-Canty Hartford, Connecticut Area Details
Janice Davis-Canty's Advest, Inc. Experience July 1999 - April 2006
Job Operations Senior Analyst/Finance & Accounting
Industry Financial Services
Experience
Cigna  November 2008 - May 2013
Cigna  July 2006 - November 2008
Advest, Inc.   July 1999 - April 2006
Macy's  June 1995 - July 1999
EXPRESS  June 1993 - June 1995

Skills
Customer Service, Data Analysis, Process Improvement, Financial Analysis, Financial Reporting, Operational Excellence, SOX Compliancy, Leadership, Business Continuity

Education
Central Connecticut State University   1988 — 1992
Bachelor of Arts (BA)

Suffolk University Law School   1993 — 1994

Maura (Autera) Brody Maura (Autera) Brody New York, New York Details
Maura (Autera) Brody's Advest, Inc. Experience February 1999 - May 2000
Job Director of Operations at Lime Brokerage LLC
Industry Financial Services
Experience
Lime Brokerage LLC  September 2006 - August 2014
Lime Brokerage LLC  May 2003 - September 2006
TradeStation Securities  May 2000 - May 2003
Advest, Inc.   February 1999 - May 2000
JW Genesis   August 1996 - February 1999

Skills
Series 7, Series 55, Series 63, Series 3, Series 24, Trading, Electronic Trading, Options, Trading Systems, FINRA, Equities, Hedge Funds, Financial Markets, Back Office, Portfolio Management, Market Data, Equity Trading, Capital Markets, Derivatives

Education
Florida Atlantic University   1995 — 1999
Bachelors, Finance & Management

Nancy Briggs Nancy Briggs Hopkinton, Massachusetts Details
Nancy Briggs's Advest, Inc. Experience February 2000 - October 2001
Job Sales and Marketing Specialist at Solect Energy Development, LLC
Industry Environmental Services
Experience
Solect Energy Development, LLC  September 2015 - Present
Igloo.com Limited   December 2014 - August 2015
ZeptoMetrix Corporation  2013 - 2014
Advest, Inc.   February 2000 - October 2001
State Street Research  January 1992 - January 2000

Skills
Relationship Management, Business Development, Sales, Marketing, Microsoft Office, Salesforce.com, CRM, New Business Development, Financial Advisory, Sales Operations, Account Management, Project Management, Strategic Planning

Education
Bridgewater State University   1987 — 1991
Bachelor's Degree, Business, Marketing

J P Banks J P Banks Greater Philadelphia Area Details
J P Banks's Advest, Inc. Experience November 1998 - June 2000
Job Financial Consultant, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2006 - Present
Morgan Stanley  June 2000 - March 2006
Advest, Inc.   November 1998 - June 2000
Lasser Marshall  August 1993 - October 1998

Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking

Education
The Johns Hopkins University   1991 — 1993
B.A., Sociology

Dartmouth College   1989 — 1991

Ward Melville High School   1986 — 1989

Neal Dietz Neal Dietz Greater Boston Area Details
Neal Dietz's Advest, Inc. Experience 1995 - 1998
Job Seasoned Investment Guidance in Relative Strength Investing
Industry Investment Management
Experience
Dietz & Lynch Capital   2007 - Present
Wachovia  1999 - 2007
Advest, Inc.   1995 - 1998
Prudential Securities  1983 - 1995

Skills
Investments, Retirement Planning, Financial Services, Investment Strategies, Securities, Investment Management, Finance, Pensions, FINRA, Wealth, Entrepreneurship, Series 65

Education
Boston University Questrom School of Business   1976 — 1980
BS, Accounting

Andrea E. Thompson, CFP® Andrea E. Thompson, CFP® New London/Norwich, Connecticut Area Details
Andrea E. Thompson, CFP®'s Advest, Inc. Experience December 1997 - 2006
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions  June 2015 - Present
Retirement Plan Consultants LLC   April 2012 - May 2015
Symmetry Partners  March 2006 - October 2011
Advest, Inc.   December 1997 - 2006
Peoples Securities  October 1995 - November 1997

Education
University of Hartford   2003 — 2006
MBA

Eastern Connecticut State University   1997 — 2000
BA, Economics

David Waldo David Waldo Hartford, Connecticut Area Details
David Waldo's Advest, Inc. Experience 2002 - 2006
Job Vice President, Retirement Plan Specialist
Industry Financial Services
Experience
Merrill Lynch  2011 - Present
Private Wealth Consulting Group, LLC   2010 - 2011
Banc of America Investments  2008 - 2009
US Trust  2006 - 2008
Advest, Inc.   2002 - 2006

Skills
Securities, Estate Planning, Investments, Retirement Planning, Insurance, Series 7, Mutual Funds, Asset Management, Series 63, Wealth Management, Strategic Financial..., Financial Services, 401k, Asset Allocation, Banking, Financial Planning, Retirement

Education
Capital University Law School   1994 — 1998
JD, Law

Western Connecticut State University   1981 — 1987
BA, Communications

Danbury High

Craig Halliday Craig Halliday Columbus, Ohio Area Details
Craig Halliday's Advest, Inc. Experience September 1993 - November 2005
Job Financial Advisor Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  2005 - Present
Advest, Inc.   September 1993 - November 2005

Education
The Ohio State University Fisher College of Business   1991 — 1993
MBA, Finance

Colgate University   1985 — 1989
BA, History

Bexley High School   1981 — 1985

AnnMarie Brancato AnnMarie Brancato New York, New York Details
AnnMarie Brancato's Advest, Inc. Experience November 1984 - December 2005
Job VP Investments Financial Consultant at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment  July 2006 - Present
Advest, Inc.   November 1984 - December 2005

Skills
Mutual Funds, Retirement, Securities, Investments, Equities, Commodity, Insurance, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Stocks, series 66, Bonds

Education
Wharton School of Business   2007 — 2011
Investments and Securities Institute

Harvard University   2003 — 2005
Behavioral Finance

Saint John's University
BS, Management

Rochelle Berman, CFP Rochelle Berman, CFP Miami/Fort Lauderdale Area Details
Rochelle Berman, CFP's Advest, Inc. Experience May 1986 - May 1987
Job Certified Financial Planner, Holistic Financial and Wellness Coach,Artist/Photographer
Industry Financial Services
Experience
Wealth Education Services   January 2008 - Present
Rochelle Berman Photography   2000 - Present
Ameriprise Financial Services  June 1987 - December 2007
Advest, Inc.   May 1986 - May 1987

Skills
Retirement Income..., Long-term Care, Holistic Financial..., Retirement Planning, Wealth Management, Wellness Coaching, Portrait Photography, Art, Photography, Travel Photography, Digital Photography, Photos, Fine Art, Event Photography, Graphic Design, Photoshop, Wedding Photography, Rendering, Editorial, Advertising, Creative Direction, Marketing, Commercial Photography

Education
Arizona State University   1975 — 1980
BA, Fine Arts-Photography, Business

Joleen Finn Catania Joleen Finn Catania Washington D.C. Metro Area Details
Joleen Finn Catania's Advest, Inc. Experience May 2004 - August 2004
Job SAP Functional Analyst at Spry Methods, Inc.
Industry Information Technology and Services
Experience
Spry Methods, Inc.   September 2012 - Present
Booz Allen Hamilton  February 2006 - September 2012
Advest, Inc.   May 2004 - August 2004

Skills
Business Analysis, Requirements Analysis, Business Process, Business Process...

Education
University of Maryland   2010 — 2016
Cybersecurity/Information Assurance

Eastern Connecticut State University   2001 — 2005
BA, Economics

Lizabeth Drega Lizabeth Drega New London/Norwich, Connecticut Area Details
Lizabeth Drega's Advest, Inc. Experience July 2000 - December 2005
Job Registered Operations Coordinator at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus  December 2005 - Present
Advest, Inc.   July 2000 - December 2005
Advest, Inc.   May 1999 - July 2000

Skills
Advertising, Customer Service, Website Development, Series 7, Mutual Funds, Securities, Fixed Annuities, Wealth Management, Investments, Asset Allocation, Retirement Planning, Series 63, Strategic Financial..., Equities, Financial Advisory, Retirement, ETFs, IRAs, Trading, Bonds, Financial Services, FINRA, Loans, Options, 401k, Finance, Financial Planning

Education
Assumption College   1995 — 1999
Bachelor's Degree, Business

Mercy High School   1991 — 1995

Sean Krueger Sean Krueger Hartford, Connecticut Area Details
Sean Krueger's Advest, Inc. Experience March 2004 - September 2005
Job Senior Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial  February 2014 - Present
MetLife  January 2012 - December 2013
MetLife  September 2005 - January 2012
Advest, Inc.   March 2004 - September 2005
Advest, Inc.   April 2002 - March 2004
Advest, Inc.   June 2001 - April 2002

Skills
Securities, Risk Management, Mutual Funds, Internal Audit, Financial Services, FINRA, Financial Risk, Fixed Annuities, Insurance, Management, Equities

Education
Eastern Connecticut State University
Bachelor of Science (BS), Economics

Sherri Oliano Sherri Oliano Wallingford, Connecticut Details
Sherri Oliano's Advest, Inc. Experience November 1997 - May 2003
Job Financial and Retirement Planner
Industry Financial Services
Experience
Jerry Oliano, LLC   January 2005 - Present
Advest, Inc.   November 1997 - May 2003
Aetna Financial Services  December 1996 - November 1997
Aetna Financial Services  December 1995 - December 1996
Aetna Life Insurance and Annuity Company  June 1992 - December 1995

Skills
Retirement Planning, Fixed Annuities, Retirement, Investments, Insurance, Financial Services, IRAs, Marketing

Education
Central Connecticut State University   1988 — 1992
Bachelor of Science (B.S.), Marketing

Dan Snow, CFP®, AWMA®, CRPS® Dan Snow, CFP®, AWMA®, CRPS® Cincinnati Area Details
Dan Snow, CFP®, AWMA®, CRPS®'s Advest, Inc. Experience February 2001 - November 2005
Job Financial Advisor at Cincinnati Wealth Management Advisors of Raymond James
Industry Financial Services
Experience
Raymond James  December 2005 - Present
Advest, Inc.   February 2001 - November 2005
J.C. Bradford & Co.   May 1998 - February 2001

Skills
Retirement Planning, Investments, Portfolio Management, Certified Financial..., Retirement Plan..., Asset Management, Asset Allocation, Mutual Funds, ETFs, Equities, Fixed Income

Education
University of Cincinnati College of Business   1996 — 2001
Business, BBA - Finance & Real Estate

Colerain High School

Kaplan University   2008 — 2009
CFP®, CERTIFIED FINANCIAL PLANNER™ Professional

College for Financial Planning   2003 — 2006
AWMA, AAMS, CRPS, Financial Planning

Thor Cheyne Thor Cheyne Hartford, Connecticut Area Details
Thor Cheyne's Advest, Inc. Experience 1998 - 2004
Job President at Medallion Wealth Advisors
Industry Financial Services
Experience
Medallion Wealth Advisors, LLC   March 2010 - Present
Morgan Stanley Smith Barney  2004 - 2010
Advest, Inc.   1998 - 2004
Clean Harbors  1990 - 1997
Unisys  1981 - 1990

Skills
Life & Health Insurance..., Investment Advisory, Investment Strategies, Asset Allocation

Education
Northeastern University - Graduate School of Business Administration   1987 — 1989
MBA, Finance

Ithaca College   1977 — 1981
B.S., Finance

Henley Business School
Finance

Lawrence Scheer Lawrence Scheer Greater New York City Area Details
Lawrence Scheer's Advest, Inc. Experience 1998 - 2005
Job Institutional Sales at DuncanWilliams Inc
Industry Financial Services
Experience
Duncan-Williams Inc  2008 - Present
Advest, Inc.   1998 - 2005
Dean Witter Reynolds  1987 - 1994
Tucker Anthony and RLDay   1982 - 1987
LF. Rothschid   1977 - 1980

Skills
Bonds, Fixed Income, Credit Analysis, Series 63, Series 7, Institutional Sales, Trading, Capital Markets, Securities, Bloomberg, Equities, FINRA

Education
Hobart College

Hofstra University

Joseph Blair, CFP®, CLU(R) Joseph Blair, CFP®, CLU(R) Greater Philadelphia Area Details
Joseph Blair, CFP®, CLU(R)'s Advest, Inc. Experience July 1999 - June 2004
Job Group Manager, Private Client Group and Executive Director, Univest Foundation
Industry Financial Services
Experience
Univest  June 2012 - Present
Millennium Wealth Management   April 2008 - December 2010
Neuberger Berman  July 2007 - April 2008
WSFS Bank  July 2005 - July 2007
Commerce Bank  June 2004 - May 2005
Advest, Inc.   July 1999 - June 2004
J. D. Blair Securities Corp.   January 1993 - July 1999

Skills
Investments, Securities, Financial Services, Retirement, Wealth Management, Investment Management, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Valuation, Mutual Funds

Education
Stanford University Graduate School of Business   1982 — 1984
MBA

Harvard Kennedy School and Graduate School of Design   1974 — 1976
MCRP

Harvard University   1970 — 1974
A.B.

Tom Romano Tom Romano Glastonbury, Connecticut Details
Tom Romano's Advest, Inc. Experience June 1999 - January 2006
Job Symmetry Advisor Services Group
Industry Financial Services
Experience
Symmetry Partners  February 2006 - Present
Advest, Inc.   June 1999 - January 2006
Advest/Merrill Lynch   1999 - 2006

Skills
Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Wealth Management, Investments, Investment Strategies, Retirement, Securities, Strategic Financial..., Portfolio Management, 401k, Financial Services, Asset Managment

Education
Assumption College   1995 — 1999
BA, Business Management

Wethersfield High School

Steve Byczko Steve Byczko Hartford, Connecticut Area Details
Steve Byczko's Advest, Inc. Experience 1995 - 1997
Job Loan Officer at Noreast Mortgage Services
Industry Banking
Experience
Noreast Mortgage Services   January 2005 - Present
CT Home Loans   2004 - 2005
American Home Loans  February 1998 - October 2004
Dean Witter Reynolds, Inc. / Morgan Stanley   June 1997 - February 1998
Advest, Inc.   1995 - 1997

Skills
Investment Properties, FHA, Refinance, Mortgage Lending, Loans, Real Estate, Credit, Foreclosures, Residential Homes, Credit Analysis, Estate Planning, Investors, Mortgage Banking, Investments, Residential Mortgages, Loan Origination, FHA financing, VA loans, USDA, First Time Home Buyers

Education
Eastern Connecticut State University   1987 — 1992
BS, Business Administration and Management, General

Mark Higby Mark Higby Hartford, Connecticut Area Details
Mark Higby's Advest, Inc. Experience 1994 - 2000
Job Optum Technology Finance & Enterprise Administration
Industry Hospital & Health Care
Experience
Optum Technology (re-branded from UHG IT 2014)   March 2008 - Present
ISACA Greater Hartford Chapter   March 2011 - September 2011
Travelers Insurance  June 2005 - March 2008
Higby Consulting   October 2002 - June 2005
Moog Inc.  2004 - 2005
Advest, Inc.   1994 - 2000

Skills
Disaster Recovery, Change Management, Security Assessments, Identity Management, Risk Management, Compliance, Audit, Mergers, Corporate Governance, Integration, Auditing, Program Management, Business Continuity, Enterprise Risk..., Restructuring, Governance, Internal Controls, IT Audit, CISA, Security, Information Security..., Operational Risk..., Process Improvement, Solution Design, Global Sourcing for..., Infrastructure, Outsourcing, Internal Audit, Project Management, Data Center, Business Process..., Management, Firewalls, IT Strategy, Information Security, Leadership

Education
State University of New York College at Buffalo   1982 — 1986
BS, Management Information Systems and Services

Florida Institute of Technology   1972 — 1974
AS, Marine Science

Gloria Vogel Gloria Vogel Greater New York City Area Details
Gloria Vogel's Advest, Inc. Experience 1996 - 1998
Job Adjunct Professor NYUSPS
Industry Investment Management
Experience
New York University SCPS  April 2009 - Present
Treehouse Technologies   January 2015 - September 2015
Drexel Hamilton  June 2011 - January 2015
Vogel Capital Management   2006 - 2011
Swiss Re  1999 - 2006
Advest, Inc.   1996 - 1998

Skills
Equity Research, Valuation, Investor Relations, Financial Analysis, Insurance, Private Equity, Strategic Analysis, Communication Skills, Marketing, Teaching, Financial Risk, Mergers, Analysis, Portfolio Management, Investments, Financial Services, Asset Management, Corporate Finance, Mergers & Acquisitions, Finance, Strategy, Competitive Analysis, Investment Banking, Capital Markets, Executive Management, Strategic Financial..., Financial Modeling, Equities, Start-ups, Venture Capital, Bloomberg, Leadership, Business Development, Management, Alternative Investments, Fixed Income, Hedge Funds, Risk Management, Series 63, Securities, Investment Management, Financial Markets, Asset Allocation, Mutual Funds, Investment Strategies, Trading, Due Diligence, Emerging Markets, Economics

Education
New York University
MA, economics

City University of New York City College
BS, Math

Brad Lambert Brad Lambert Richmond, Virginia Area Details
Brad Lambert's Advest, Inc. Experience August 2005 - December 2005
Job Project Manager and EDC Coordinator at Integrated Medical Partners
Industry Computer Networking
Experience
Integrated Medical Partners  September 2007 - Present
Staples  April 2007 - September 2007
Merrill Lynch  January 2006 - January 2007
Advest, Inc.   August 2005 - December 2005
Capital One  October 2000 - August 2005

Skills
Vendor Management, Cisco Technologies, Management, Data Center, Integration, Data Management, Project Management, Process Improvement, Virtualization, SDLC, VPN, SQL, Disaster Recovery

Education
ECPI University   2004 — 2006
Bachelors, Management Information Technology

J Sergeant Reynolds   1997 — 2000
Associates, Computer Information Systems

Jeffrey Mahar Jeffrey Mahar Hartford, Connecticut Area Details
Jeffrey Mahar's Advest, Inc. Experience 1993 - 2006
Job Financial Advisor at NewAlliance Bank
Industry Financial Services
Experience
NewAlliance Bank  2010 - 2011
Merrill Lynch  2006 - 2008
Advest, Inc.   1993 - 2006

Education
Central Connecticut State University   1992 — 1996
BS, Finance

Benjamin Perkins Benjamin Perkins New York, New York Details
Benjamin Perkins's Advest, Inc. Experience 1997 - 1999
Job Group Head and Senior Managing Director
Industry Financial Services
Experience
Ernst & Young  July 2011 - Present
Bank of America Merrill Lynch  2009 - 2011
Pacific Growth Equities  1999 - 2009
Advest, Inc.   1997 - 1999

Skills
Mergers & Acquisitions, Strategy, Investment Banking, Biotechnology, Medical Devices, Life Sciences, Divestitures, Equities, Equity Research, Financial Modeling, Lifesciences, Valuation, Pharmaceutical Industry, Business Strategy, Healthcare, Mergers, Management, Mergers

Education
Babson College   1993 — 1997
BS, Economics/Finance

Stu Strumwasser Stu Strumwasser Greater New York City Area Details
Stu Strumwasser's Advest, Inc. Experience February 1996 - February 2001
Job Principal at Green Circle Capital Partners; Managing Director Business Development at Rippowam Partners; Author
Industry Financial Services
Experience
Rippowam Partners   September 2015 - Present
Green Circle Capital Partners   January 2011 - Present
Tengrade   July 2011 - May 2015
Snow Beverages, Inc.   June 2005 - September 2011
Oppenheimer & Co.   February 2001 - December 2005
Advest, Inc.   February 1996 - February 2001
Channeling Owen   January 1995 - January 2000
Paine Webber  1990 - 1993

Skills
New Business Development, Writing, Sales & Sales management, Corporate Finance, Investments, Negotiation, Marketing Strategy, Strategy, Business Development

Education
Cornell University   1984 — 1988
BS, Communication

Emma Henry Emma Henry Florence, South Carolina Details
Emma Henry's Advest, Inc. Experience March 1995 - October 1997
Job Servant of the Most High God
Industry Marketing and Advertising
Experience
Smead Manufacturing  January 2005 - Present
Organo Gold  January 2011 - January 2013
Washington Mutual Card Services  March 1999 - March 2004
Advest, Inc.   March 1995 - October 1997

Skills
Customer Service and..., Microsoft Word, Customer Service, Microsoft Office, Process Improvement, Sales, Account Management, Team Building, Outlook, Budgets, Advertising, Business Analysis, Call Centers, Change Management, Coaching, Cold Calling, Contract Negotiation, Cross-functional Team..., Data Entry, Employee Relations, Graphic Design, Insurance, Inventory Management, Leadership, Management, Microsoft Excel, Marketing Strategy, Marketing, Manufacturing, Negotiation, New Business Development, Office Management, Online Advertising, Operations Management, PowerPoint, Social Media, Windows, Strategic Planning, Training, Project Management, Sales Operations, Product Development, Sales Management, Public Speaking, Team Leadership, Salesforce.com, Software Documentation, Time Management, Purchasing, Procurement

Education
Capella University   2013 — 2017
Bachelor's Degree, Health/Health Care Administration/Management, 4.0

South Florence High   1986 — 1989
Diploma, Graphic Communications

Virginia College-Birmingham
Associate’s Degree, Human Resources Management/Personnel Administration, General, 4.0

Nicholas Strom-Olsen, CFP®, AIF®, MBA Nicholas Strom-Olsen, CFP®, AIF®, MBA Manchester Center, Vermont Details
Nicholas Strom-Olsen, CFP®, AIF®, MBA's Advest, Inc. Experience June 2002 - June 2004
Job Vice President / Senior Financial Consultant at BerkshireBanc Investment Services
Industry Investment Management
Experience
BerkshireBanc Investment Services   June 2004 - Present
Advest, Inc.   June 2002 - June 2004
Ayco, a Goldman Sachs Company  June 2000 - June 2002

Skills
Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Investments

Education
Clarkson University   1999 — 2000
Master of Business Administration (M.B.A.), Investments

Castleton State College   1995 — 1999
Bachelor’s Degree, Business Administration and Management, General

Steven Quinn, CFP, CRPC Steven Quinn, CFP, CRPC Greater New York City Area Details
Steven Quinn, CFP, CRPC's Advest, Inc. Experience May 2005 - November 2005
Job Senior Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
Wells Fargo Advisors  March 2011 - Present
Wells Fargo Advisors  April 2010 - March 2011
Wells Fargo Advisors  November 2005 - April 2010
Advest, Inc.   May 2005 - November 2005

Education
College of the Holy Cross   2001 — 2005
Bachelor of Arts, Economics & Accounting

Regis High School   1997 — 2001

Jennifer York-Whitbeck Jennifer York-Whitbeck Buffalo, New York Details
Jennifer York-Whitbeck's Advest, Inc. Experience 1994 - 2000
Job Senior Registered Financial Planning Associate at the Walsh Group of Raymond James
Industry Financial Services
Experience
The Walsh Group of Raymond James   2014 - Present
Morgan Stanley  2000 - 2014
Advest, Inc.   1994 - 2000

Skills
Financial Analysis, Investments, Public Speaking, Capital Markets

Education
Emerson College   1986 — 1988
Communication

University at Buffalo
Bachelor's degree, Communication

DENISE BRATHWAITE DENISE BRATHWAITE Greater New York City Area Details
DENISE BRATHWAITE's Advest, Inc. Experience January 2003 - November 2005
Job SR REGISTERED CLIENT ASSOCIATEOFFICER at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC  November 2005 - Present
Advest, Inc.   January 2003 - November 2005
Domestic Securities  January 2002 - November 2003

Skills
Series 7, Insurance, Series 63, Series 55, Investments, Securities, Mutual Funds, Equities

Education
City University of New York-John Jay College of Criminal Justice   1995 — 1998
Legal Professions and Studies

Alabama State University   1994 — 1995
Political Science and Government

Jamaica HIgh School   1991 — 1993
High School, Political Science and Government

Joseph O'Loughlin Joseph O'Loughlin Boston, Massachusetts Details
Joseph O'Loughlin's Advest, Inc. Experience October 1990 - August 1997
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2013 - Present
Oppenheimer and Co.  August 2009 - February 2013
Credit Suisse  August 2007 - August 2009
Bear Stearns  October 2003 - August 2007
Merrill Lynch  August 1997 - October 2003
Advest, Inc.   October 1990 - August 1997
Shearson Lehman Brothers  October 1985 - October 1990

Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management

Education
Boston College   1976 — 1981
Bachelors of Science, English Language and Literature/Letters

Trinity High School, Manchester,New Hampshire   1976 — 1981
College Prepatory

Carl H. White, Jr. Carl H. White, Jr. Springfield, Ohio Details
Carl H. White, Jr.'s Advest, Inc. Experience September 1998 - February 2007
Job Due to family circumstances, I brought in a successor for my practice.. at Early Retirement
Industry Financial Services
Experience
Early Retirement  June 2011 - Present
Edward Jones  February 2007 - April 2011
Advest, Inc.   September 1998 - February 2007
The Ohio Company  February 1993 - 1998
Fidelity Investments  December 1986 - February 1993

Skills
Retirement Planning, Finance, Strategic Financial..., Financial Analysis, Wealth Management, Retirement, Financial Modeling, Asset Management, Banking, Securities, Investment Strategies, Options Strategies, Regional Leader

Education
Harvard University   2003 — 2005
CE credit, Accredited Asset Management Specialist, Investment Advisor, Branch Manager, Undergraduate degree in Miami University; professional classes at Harvard.

Miami University   1979 — 1983
Bachelor's degree, Business Administration and Management, General

Katrina Kadyszewski Katrina Kadyszewski Phoenix, Arizona Area Details
Katrina Kadyszewski's Advest, Inc. Experience 2001 - 2004
Job Looking forward to new beginnings in AZ!
Industry Accounting
Experience
Rodan + Fields Dermatologists / Skin & Beauty Logic   September 2015 - Present
State of Connecticut Department of Revenue Services  September 2007 - August 2015
Capital Concepts, LLC   April 2006 - June 2007
Advest, Inc.   2001 - 2004

Skills
Investments, Tax, Corporate Tax, Accounting, Customer Service, Microsoft Office, Auditing, Volunteering, Employee Training, Process Writing, Editing, Education, Problem Solving, Arts & Crafts, Crossword Puzzles, Event Planning

Education
Capital Community College

Manchester Community College

Capital Community College

Eastern Connecticut State University   1999 — 2001
Bachelor's degree, Economics

Three Rivers Community College   1998 — 1999
Accounting

Providence College   1997 — 1998
General Studies

Norwich Free Academy   1993 — 1997
High School

Chuck Gemme Chuck Gemme Hartford, Connecticut Area Details
Chuck Gemme's Advest, Inc. Experience April 1988 - January 2004
Job Bindery Manager & Mailing Team Leader
Industry Printing
Experience
Integritygraphics   October 2006 - Present
AlphaGraphics Commercial Printing Services  January 2004 - May 2007
Advest, Inc.   April 1988 - January 2004

Skills
Digital Photography, Variable Data Printing, Direct Mail, Digital Printing, Bindery, Banners, Brochures, Packaging, Logo Design, Layout, Print Management, Color Management, Finish, Direct Marketing, Catalogs, Business Cards, Photography, Offset Printing, Wide Format Printing, Large Format, Trade Shows, Pre-press, Die Cutting, QuarkXPress, Posters, Print On Demand, Graphics, Image Manipulation

Education
Suffield High School   1982 — 1986
Diploma

Asnuntuck Community College

Jason Schuck Jason Schuck Hartford, Connecticut Area Details
Jason Schuck's Advest, Inc. Experience October 1996 - January 1998
Job Treasurer, Vice President at St. Germain Investment Management
Industry Financial Services
Experience
St. Germain Investment Management  May 2006 - Present
Babson Capital Management  May 2005 - May 2006
The Hartford  July 1998 - March 2005
Advest, Inc.   October 1996 - January 1998
Bristol-Myers Squibb  January 1996 - October 1996

Skills
Microsoft Excel, Microsoft Word, Financial Structuring, Strategic Planning, Process Improvement, Sales, Customer Service, Financial Analysis, Financial Reporting, Cash Management, Auditing, Compliance, Project Management, Leadership, Problem Analysis, Team Building, Business Efficiency, Investments, Financial Audits, Department Budgeting, Streamlining Process, Process Redesign, Cash Flow Forecasting, Account Reconciliation, Payroll Services, Risk Analysis, Securities Lending, Financial Regulation

Education
Central Connecticut State University
Bachelor of Science (BS), Finance

University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration (MBA)

Jamie Anderson, CFA Jamie Anderson, CFA New York, New York Details
Jamie Anderson, CFA's Advest, Inc. Experience June 2003 - August 2003
Job Vice President at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group  March 2006 - Present
Resurgence Asset Management   May 2005 - March 2006
Advest, Inc.   June 2003 - August 2003

Skills
Private Equity, Project Finance, Infrastructure Projects, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Finance, Investments, Asset Management, Infrastructure, Portfolio Management, Capital Markets, Due Diligence, Alternative Investments

Education
Connecticut College   2000 — 2004
Bachelor of Arts (B.A.), Economics, Government

Christopher Memoli Christopher Memoli New York, New York Details
Christopher Memoli's Advest, Inc. Experience April 1998 - April 2004
Job Director, Secondary Purchasing & Sales, Alternative Investments at Capital One
Industry Financial Services
Experience
Capital One  May 2012 - Present
HSBC Bank, USA  July 2007 - May 2012
Sandler O'Neill & Partners, L.P.   May 2004 - July 2007
Advest, Inc.   April 1998 - April 2004

Skills
Community Development, Low Income Housing Tax..., Alternative Investments, Real Estate Private..., SBIC Private Equity, Agency MBS, New Markets Tax Credits, Secondary Market, Structured Finance, Bond Trading, Investments, Finance, Fixed Income, Mortgage Lending, Portfolio Management, Management, Financial Analysis, Financial Modeling, Financial Services, Derivatives, LIHTC, Due Diligence, Asset Management, Equities

Education
Boston University   1988 — 1992
Bachelor's Degree, Finance, General

P. H. Benjamin Chang P. H. Benjamin Chang Brookline, Massachusetts Details
P. H. Benjamin Chang's Advest, Inc. Experience 1991 - 1995
Job Experienced Healthcare Services and Flavor Technologies Merchant Banker
Industry Venture Capital & Private Equity
Experience
Wellfleet Capital Partners, Inc.   1995 - Present
Consilium Partners LLC  2009 - Present
Public Schools of Brookline  2012 - Present
Fairfax Capital Partners, Inc.   2010 - Present
Advest, Inc.   1991 - 1995
Ferris, Baker Watts  1991 - 1991
Security Pacific Merchant Bank  1990 - 1990

Skills
Healthcare Corporate..., Flavors and Ingredients..., Mergers and Acquisitions, Buyouts and..., Board Advisory, Private Placements, Growth Financing, Valuation, Buyouts, Mergers, Finance, Recapitalizations, Corporate Finance, Mergers & Acquisitions, Advisory Boards, Private Equity, Start-ups, Venture Capital, Equities, Investments, Capital, Corporate Development, Due Diligence, Investment Banking, Leveraged Finance, Business Valuation, IPO, LBO, M&A experience, Restructuring, Financial Structuring, Capital Markets, Divestitures, Financial Modeling, Structured Finance, Emerging Markets, Acquisitions, Alternative Investments, Joint Ventures, Investor Relations, Angel Investing, DCF, Capital Raising, Deal Sourcing, Growth Capital, Hedge Funds

Education
Duke University - The Fuqua School of Business   1989 — 1991
MBA, Finance

Tufts University   1981 — 1985
BA, Economics and International Relations

New Milford High School
High School Diploma, College Preparatory

David Dudley II David Dudley II Grantham, New Hampshire Details
David Dudley II's Advest, Inc. Experience September 1997 - May 1998
Job Assistant Director at The Hartford
Industry Insurance
Experience
The Hartford  October 2011 - Present
The Hartford  April 2007 - October 2011
The Hartford  January 2003 - April 2007
Pratt & Whitney  June 1998 - January 2003
Advest, Inc.   September 1997 - May 1998

Skills
Business Analysis, Business Objects, Insurance, SQL, Financial Analysis, Risk Management, Financial Modeling, SAS, Strategic Planning, Business Analytics, Financial Reporting, Property & Casualty..., Strategy, Financial Services, Statistical Modeling, Statistics, Analysis, Analytics, Training

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1999 — 2002
Masters, Business

Eastern Connecticut State University   1994 — 1998
BA, Economics

Philip Skidmore Philip Skidmore Greater New York City Area Details
Philip Skidmore's Advest, Inc. Experience 1986 - 2005
Job Chairman of Belpointe's Wealth Mangement Group
Industry Financial Services
Experience
Belpointe   February 2007 - Present
Advest, Inc.   1986 - 2005

Skills
Asset Allocation, Asset Managment, Investments, Wealth Management, Series 7, Securities, Equities, Hedge Funds, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Fixed Income, Mutual Funds, Series 63, Private Equity, Investment Advisory, Equity Research, Retirement Planning, Investment Banking, Finance, Financial Modeling

Education
New York University - Leonard N. Stern School of Business   1969 — 1970
Master of Business Administration (MBA), Finance, General

Georgia Institute of Technology   1959 — 1964
Bachelor of Science (B.S.), Industrial Management

Michael Furey Michael Furey Greater New York City Area Details
Michael Furey's Advest, Inc. Experience 1992 - 1995
Job Partner at Halyard Capital
Industry Venture Capital & Private Equity
Experience
Practice Insight   July 2011 - July 2013
NuLink  April 2008 - July 2013
HCPro, Inc.   February 2008 - July 2013
Halyard Capital  October 2003 - July 2013
Capital Resource Partners  1995 - 2003
Advest, Inc.   1992 - 1995

Skills
Private Equity

Education
Harvard Business School   1997 — 1999
MBA

Brown University   1988 — 1992
AB

Phillips Academy   1987 — 1988

Brad Adams Brad Adams Greater Boston Area Details
Brad Adams's Advest, Inc. Experience 1992 - 1999
Job Managing Director at TM Capital
Industry Investment Banking
Experience
TM Capital  Co-Founder and Managing DirectorBoston Corporate Finance2002 - 2007
KPMG Corporate Finance  2001 - 2002
NewMediary, Inc.   2000 - 2001
Advest, Inc.   1992 - 1999
Salomon Smith Barney  1998 - 1998

Skills
Mergers, International..., financing, acquisitions, initial public offerings, IPO, Acquisitions, Due Diligence, Divestitures, M&A experience, Investment Banking, Corporate Finance, Business Valuation, Private Equity, Valuation, Finance, Business Development, Venture Capital, Mergers & Acquisitions, LBO, Management, Start-ups, Corporate Development, Private Placements, Restructuring, Capital Raising, Financial Modeling, Alternative Investments, Buyouts, Capital, Capital Markets, DCF, Growth Capital, Hedge Funds, Leveraged Finance

Education
Cornell University - Johnson Graduate School of Management   1997 — 1999
MBA

Bates College   1989 — 1992
BA, Economics

Frank Messina Frank Messina Port Washington, New York Details
Frank Messina's Advest, Inc. Experience June 2002 - January 2006
Job Senior Financial Advisor, VP at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  January 2006 - Present
Advest, Inc.   June 2002 - January 2006
Lebenthal  October 1985 - June 2002
Sigsbee Marine   1977 - 1999
E F Hutton  October 1984 - October 1985
Polyconomics   January 1984 - October 1984

Skills
Wealth Management, Investment Advisory, Municipal Bonds, Securities, Asset Allocation, Retirement Planning, Investments, Investment Banking, Financial Planning, Financial Services, Financial Advisory, Mutual Funds, Series 63, Asset Management, Series 7, Management, Finance, Equities

Education
Drew University   1980 — 1984
Economics and Political Science., BA

Leonia High School   1976 — 1980

Allen Raducha Allen Raducha Hartford, Connecticut Area Details
Allen Raducha's Advest, Inc. Experience November 1980 - November 2005
Job First Vice President Investment Officer Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  November 2007 - Present
A.G. Edwards & Sons, Inc.   November 2005 - November 2007
Advest, Inc.   November 1980 - November 2005
Advest, Inc.   1980 - 2005

Skills
Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Multi-generational..., Risk Management, Public Speaking, Team Building, Customer Service, Strategic Planning, Financial Analysis, Retirement Plan..., Wealth-preservation..., Stock Analysis, Concentrated Stock..., Investment Planning, Tax-Efficient Strategies, Estate Investment...

Education
Babson College   1977 — 1980
B.S., Marketing & Finance

Pulaski Senior High School   1966 — 1970
diploma, general

Jason Ader Jason Ader Greater Boston Area Details
Jason Ader's Advest, Inc. Experience September 1997 - August 1998
Job Analyst at William Blair and Company
Industry Financial Services
Experience
William Blair and Company  September 2008 - Present
Thomas Weisel Partners  March 2000 - September 2008
H.C. Wainwright   August 1998 - February 2000
Advest, Inc.   September 1997 - August 1998
Embassy of Israel  1992 - 1995

Skills
Equity Research, Sell Side, Equity Valuation, Equities, Bloomberg, Valuation, Series 7, Hedge Funds, Financial Modeling, Series 63, Alternative Investments, LBO, Investment Management, Capital Markets, Asset Allocation, Investment Banking, Financial Analysis, Asset Management, Investments, Portfolio Management, Private Equity, Trading

Education
Tufts University - The Fletcher School of Law and Diplomacy   1995 — 1997
M.A.L.D., Communication and Media Studies

Duke University   1988 — 1992
A.B., Religion/Religious Studies

Ramaz School   1984 — 1988

Andy Janicik Andy Janicik Richmond, Virginia Details
Andy Janicik's Advest, Inc. Experience September 1988 - October 1990
Job Senior Marketing Communications Specialist at Tridium
Industry Writing and Editing
Experience
Tridium  April 2014 - Present
Eversource Energy  May 2009 - February 2014
CIGNA  January 2008 - April 2009
CIGNA HealthCare  September 2003 - December 2007
Health New England  March 2002 - August 2003
CIGNA HealthCare  November 2000 - December 2001
The Phoenix Companies  August 1995 - April 2000
Combined Health Appeal   September 1991 - August 1995
Advest, Inc.   September 1988 - October 1990

Skills
Writing and Editing, Creative Strategy, Organizational..., Internal Communications, Strategic Communications, Newsletters, Event Management, Marketing Communications, Public Relations, Corporate Communications, Copywriting, Press Releases, Communications Planning, Editing, Social Media, Integrated Marketing, Crisis Communications, Marketing, Strategy, Project Management, Program Management, Leadership, Management, Media Relations, Strategic Planning, Writing, Email Marketing, Event Planning, Editorial

Education
Indiana University of Pennsylvania   1982 — 1984
B.A., Journalism

Dutchess Community College   1979 — 1981
Associate's Degree, Liberal Arts

Al Tanenbaum Al Tanenbaum Washington D.C. Metro Area Details
Al Tanenbaum's Advest, Inc. Experience 1992 - 1995
Job Managing Director, gShare LLC
Industry Outsourcing/Offshoring
Experience
gShare   January 2006 - Present
FoodFit Company   2001 - 2005
iPaper, LLC   2000 - 2001
Votation, LLC   1996 - 2001
Advest, Inc.   1992 - 1995
Potomac Financial Group, Inc.   1991 - 1992
BEI Golembe   1985 - 1991

Skills
Entrepreneurship, Start-ups, Strategic Partnerships, Management, CRM, Outsourcing, Strategy, Executive Management, Marketing, Cloud Computing, Leadership, Business Development, Product Management, Contract Negotiation, Business Intelligence, Venture Capital, Consulting, Strategic Planning, Management Consulting, Business Strategy, Mergers & Acquisitions, Investments

Education
Harvard Business School   1983 — 1985
MBA

Brown University   1976 — 1980
A.B., Economics and Religous Studies

Heather L. Hunt Heather L. Hunt Greater New York City Area Details
Heather L. Hunt's Advest, Inc. Experience 2001 - 2002
Job Director, Corporate Strategy
Industry Financial Services
Experience
Citi  August 2008 - Present
Citigroup  July 2003 - June 2008
UBS  2002 - 2003
Advest, Inc.   2001 - 2002
Georgetown University  1996 - 1998
Consumer Bankers Association  1994 - 1996
Associated Builders and Contractors  1994 - 1994

Skills
Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Capital Markets, Business Strategy, Corporate Finance, Due Diligence, Investment Banking, Financial Analysis, Financial Markets, Mergers & Acquisitions, Asset Management, Bloomberg, Emerging Markets, Corporate Development, Equity Research, Financial Services, Hedge Funds, Private Equity

Education
Georgetown University - The McDonough School of Business   1996 — 1998

University of Michigan

Lemuel Alumbres Lemuel Alumbres Hartford, Connecticut Area Details
Lemuel Alumbres's Advest, Inc. Experience October 2004 - May 2005
Job
Industry Broadcast Media
Experience
ESPN  January 2013 - Present
Edge Technology Services  May 2012 - January 2013
Progeny Systems Corporation  May 2006 - May 2012
Merrill Lynch  March 2005 - April 2006
Advest, Inc.   October 2004 - May 2005

Skills
Java, JavaScript, HTML, CSS, jQuery, JSON, JBoss Application Server, Tomcat, C#, XML, SOAP, JUnit, DBUnit, Ant, Tortoise SVN, Subversion, Eclipse, Tea, APIs, Jersey RESTful API, Git, Scrum

Education
Central Connecticut State University   2001 — 2004
Bachelor of Science (B.S.)

Brendan Langenus Brendan Langenus Greater New York City Area Details
Brendan Langenus's Advest, Inc. Experience 2002 - 2002
Job Director, Risk and Investment Management at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors  February 2013 - Present
HSBC Global Asset Management (USA) Inc.   December 2010 - February 2012
HDG Mansur Capital Group, LLC.   January 2006 - December 2010
Bear Stearns & Co.   June 2003 - August 2003
Advest, Inc.   2002 - 2002

Skills
Financial Modeling, Portfolio Management, Valuation, Asset Management, Financial Risk, Financial Analysis, Due Diligence, Private Equity, Asset Managment, Capital Markets, Investment Banking, Investment Management

Education
Gettysburg College   2002 — 2005
English

New Canaan   1997 — 2000

Douglas Deacon Douglas Deacon Hartford, Connecticut Area Details
Douglas Deacon's Advest, Inc. Experience 1985 - 1994
Job Sr. Contract Administrator at Alstom Power
Industry Logistics and Supply Chain
Experience
Alstom Power  March 2008 - Present
SORAsound, LLC   October 2005 - February 2008
ITT Flygt Corporation   January 2007 - March 2007
The Advest Group, Inc.   1995 - 2005
Advest, Inc.   1985 - 1994
Harris House Printing   1979 - 1984

Education
Hobart and William Smith Colleges   1973 — 1979

Elizabeth Licowski Elizabeth Licowski Hartford, Connecticut Area Details
Elizabeth Licowski's Advest, Inc. Experience April 1999 - May 2005
Job Compliance Consultant at MetLife Investors
Industry Financial Services
Experience
MetLife Investors  October 2007 - Present
Advest, Inc.   April 1999 - May 2005

Education
Eastern Connecticut State University   1990 — 1994

Sabina Veksler Sabina Veksler Greater New York City Area Details
Sabina Veksler's Advest, Inc. Experience March 2003 - June 2005
Job VP at BNP Paribas
Industry Banking
Experience
BNP Paribas  June 2011 - Present
Sevara Partners  October 2009 - May 2011
BAWAG  May 2009 - July 2009
Amber Capital LP   2007 - 2008
Blue Wolf Capital Management   2006 - 2006
Advest, Inc.   March 2003 - June 2005
JP Morgan  July 1999 - July 2002

Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Portfolio Management, Investments, Asset Management, Credit Risk, Strategy, Finance, Financial Services, Banking, Analysis, Restructuring, Mutual Funds, Credit Analysis

Education
Columbia University - Columbia Business School   2005 — 2007
MBA, Finance

New York University - Leonard N. Stern School of Business   1995 — 1999
B.S., Finance, International Business

Todd Skutnik Todd Skutnik Hartford, Connecticut Area Details
Todd Skutnik's Advest, Inc. Experience 1998 - 2001
Job AVP Product Development at Allied World Assurance
Industry Insurance
Experience
Allied World Assurance  March 2009 - Present
Aetna  July 2008 - March 2009
United Healthcare  June 2007 - July 2008
United Healthcare  October 2005 - June 2007
United Healthcare  April 2003 - October 2005
Advest, Inc.   1998 - 2001

Skills
Strategy, Insurance, Health Insurance, Program Management, Risk Management, Management, CRM, Business Strategy, Integration, Product Development, Leadership, Process Improvement, Underwriting, Business Analysis, Healthcare, Claim, Vendor Management, Managed Care, SDLC, Reinsurance

Education
Central Connecticut State University   1996 — 1999
BS, Finance

University of Connecticut   1992 — 1995
Finance

Hans Strong Hans Strong Greater New York City Area Details
Hans Strong's Advest, Inc. Experience May 2000 - September 2001
Job Commercial real estate finance
Industry Financial Services
Experience
Persephone   September 2004 - Present
New York City Department of Education Supplemental Education Services   September 2011 - June 2012
Terrace Capital Inc.   March 2007 - July 2008
Structured Capital Corp.   April 2003 - July 2004
Property Auction   September 2001 - March 2003
Advest, Inc.   May 2000 - September 2001

Skills
Finance, Loans, Mergers & Acquisitions, Real Estate, Credit, Mortgage Lending, Banking, Investment Properties, Commercial Real Estate, Business Development, Analysis, Financial Services

Education
Columbia University in the City of New York   1999 — 2001
Post-baccalaureate studies, Business and Economics

Columbia University in the City of New York   1986 — 1990
B.A., History

Steven Susel Steven Susel Baltimore, Maryland Area Details
Steven Susel's Advest, Inc. Experience 1993 - 1999
Job Managing Director at Marshall & Stevens/MS Capital/ECSI
Industry Financial Services
Experience
Marshall & Stevens, Inc./MS Capital/ECSI   August 2004 - Present
Matrix Capital Markets Group  May 2001 - August 2004
Still River Fund   November 1999 - May 2001
Advest, Inc, Corporate Finance Group   June 1993 - November 1999
Advest, Inc.   1993 - 1999

Skills
Valuation, Due Diligence, Investments, Finance, Venture Capital, Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Services, Marketing, Financial Modeling, Business Valuation, Asset Management

Education
American University - Kogod School of Business   1990 — 1993
MBA, Finance

Case Western Reserve University   1989 — 1990
MA, Political Science

Case Western Reserve University   1984 — 1988
BA, Political Science/History

Gilman School   1972 — 1984

Alan Dobbins Alan Dobbins Hartford, Connecticut Area Details
Alan Dobbins's Advest, Inc. Experience 2005 - 2006
Job Director at Conning Research
Industry Insurance
Experience
Conning Asset Management  2006 - Present
Advest, Inc.   2005 - 2006
BearingPoint  2004 - 2005
IBM Business Consulting Services  1997 - 2004
CIGNA  1994 - 1997
The Hartford Insurance Group  1989 - 1992

Skills
Management Consulting, Strategic Planning, Competitive Analysis, Insurance, Forecasting, Strategic Financial..., Finance, Financial Services, Management, Financial Modeling, Business Strategy, Budgets, Process Improvement, Business Analysis, Research, Fixed Income, Asset Allocation, Investments, Bonds, Financial Forecasting, Insurance Domain, Financial Analysis, Financial Planning, Budgeting, Economics, Writing, Statistical Data..., Analytics, Budget Forecasts, Coaching, Statistics, Statistical Tools, Bayesian statistics, Statistical Modeling, Business Analytics, Predictive Analytics, Portfolio Management, Strategy, Analysis

Education
University of Rochester - William E. Simon Graduate School of Business Administration   1992 — 1994
M.B.A., Corporate Accounting and Finance

Colgate University
Bachelor of Arts

Louise Acker Louise Acker Hartford, Connecticut Area Details
Louise Acker's Advest, Inc. Experience April 1996 - May 2001
Job Recruiter at United Health Group
Industry Human Resources
Experience
United Health Group  October 2010 - Present
Aetna, Inc.   June 1977 - February 2010
The Hartford Financial Services Group, Inc.   2001 - 2007
Advest, Inc.   April 1996 - May 2001
Aetna, INC  June 1977 - April 1996

Skills
Employee Relations, Insurance, HRIS, Recruiting, Talent Acquisition, Employee Benefits, Applicant Tracking..., Benefits Administration, Leadership, Onboarding, Healthcare, HR Policies, Change Management, Executive Search, Internet Recruiting, Management, Personnel Management, Time Management, Team Building, Vendor Management, New Hire Orientations, Hiring, Taleo, Coaching, Staffing Services, Workforce Planning, Interviews, Temporary Placement, Policy, Training, Benefits Negotiation

Education
Gettysburg College   1973 — 1975
BA, English Language and Literature, General

Adelphi University   1971 — 1973
English

Kevin Slack Kevin Slack Tampa, Florida Details
Kevin Slack's Advest, Inc. Experience March 1992 - April 1998
Job Database Analyst, OCP DBA Talbots Inc.
Industry Computer Software
Experience
Talbots, Inc  November 2007 - Present
St. Francis Hospital  April 1998 - November 2007
Advest, Inc.   March 1992 - April 1998

Skills
Excel, Word, Systems Analysis, SQL, PL/SQL, Databases, PeopleSoft, Unix, Problem Solving, Documentation, Windows, ERP, Database Administration, Linux, Hyperion, RMAN, Oracle E-Business Suite, Oracle Discoverer, Troubleshooting, Disaster Recovery, Oracle SQL, SQL*Plus, Red Hat Linux, Software Documentation, Hyperion Enterprise, Oracle, Microsoft SQL Server, HP-UX, Visio, Microsoft Excel, Security, Integration, Access, System Administration, Business Analysis, SharePoint, Database Design

Education
Ambassador University   1987 — 1991
Bachelor of Science (BS), Management Information Systems, General

Central Collegiate   1977 — 1982
N/A

Lucy Tedford Lucy Tedford Hartford, Connecticut Area Details
Lucy Tedford's Advest, Inc. Experience February 2001 - October 2006
Job Sr. Staffing Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  Director of Talent AcquisitionPhoenix Life Insurance CompanyNovember 2006 - December 2007
Advest, Inc.   February 2001 - October 2006

Education
Northwest Catholic High School   1979 — 1983

Central Connecticut State University

Kevin Reevey Kevin Reevey Cincinnati Area Details
Kevin Reevey's Advest, Inc. Experience April 1995 - March 1999
Job Managing Director, Private Equity at FSI Group
Industry Investment Management
Experience
FSI Group, LLC.   March 2007 - Present
Ryan Beck & Co.   April 2003 - February 2007
Putnam Lovell NBF Securities   April 2002 - February 2003
Sterling Financial Investment Group, Inc.   June 1999 - April 2002
Advest, Inc.   April 1995 - March 1999
Merrill Lynch & Co., Inc.   August 1992 - 1994
HSBC Americas (formerly Marine Midland Bank)   August 1987 - 1990

Skills
Private Equity, Mergers & Acquisitions, Finance, Investment Banking, Investments, Investment Management, Equities, Equity Research, Financial Services, Business Development, Financial Modeling, Capital Markets, Corporate Development, Management, Financial Analysis, Portfolio Management, Banking, Credit Analysis, Corporate Finance, Board of Director..., Fundraising, Public Speaking, Team Building, Mergers, Valuation, Strategy, Mutual Funds, Hedge Funds, M&A, Alternative Investments, Venture Capital, Emerging Markets, Team Leadership, Project Management, Board of Directors, Leadership, Initial Public Offerings, IPO

Education
Harvard Business School   1990 — 1992
MBA, Finance & General Management

New York University - Leonard N. Stern School of Business   1983 — 1987
BS, Business Administration

Brad Ansary Brad Ansary New York, New York Details
Brad Ansary's Advest, Inc. Experience August 2000 - August 2003
Job President at Ansaco LLC
Industry Venture Capital & Private Equity
Experience
Ansaco LLC   May 2013 - Present
Credit Suisse  January 2008 - May 2013
Rodman & Renshaw  June 2007 - October 2007
ABN AMRO  September 2005 - January 2007
Advest, Inc.   August 2000 - August 2003

Skills
Investment Banking, Private Placements, Valuation, Equities, Capital Markets, Alternative Investments, Series 7, Fixed Income, Due Diligence, Bloomberg, Derivatives, Hedge Funds, Private Equity, Investment Management, Investments, Financial Modeling, Equity Research

Education
Fordham Gabelli School of Business   2003 — 2005
MBA, Finance

Randolph-Macon College   1996 — 2000
BA, Economics and Business

Landon School   1990 — 1995

Robert Sorrentino Jr. Robert Sorrentino Jr. Greater New York City Area Details
Robert Sorrentino Jr.'s Advest, Inc. Experience 1998 - 2000
Job Assistant Complex Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  July 2013 - Present
UBS  September 2010 - July 2013
UBS Wealth Management  May 2006 - December 2008
UBS  2000 - 2006
Advest, Inc.   1998 - 2000

Skills
Equities, Investment Banking, Business Development, Series 63, Wealth Management, CRM, Management, Sales, Series 7, Hedge Funds

Education
Fordham Gabelli School of Business   2003 — 2005
MBA, Finance / Accounting

Fairfield University   1994 — 1996
BA, Politics

Notre Dame   1989 — 1992

Sarah Bua Sarah Bua Greater Boston Area Details
Sarah Bua's Advest, Inc. Experience 1991 - 1994
Job Professional Coach Career and Leadership Development; Harvard Business School
Industry Professional Training & Coaching
Experience
Harvard Business School  September 2006 - Present
Harvard Business School  2002 - Present
Multiple  1998 - 2009
Polaris Venture Partners  January 2000 - November 2000
Health Advances  September 1998 - January 2000
Connecticut State Treasury   May 1995 - November 1996
Advest, Inc.   1991 - 1994

Skills
Executive Coaching, Leadership Development, Job Search Strategies, Career Counseling, Career Development, Executive Development, Management Consulting, Emotional Intelligence, Strategy, Entrepreneurship, Organizational..., Coaching, Organizational..., Start-ups, Workshop Facilitation, Business Strategy

Education
Harvard Business School   1997 — 1998
Master in Business Administration

Brown University   1987 — 1991
BA, International Relations

Frank Gauvain Frank Gauvain Greater Boston Area Details
Frank Gauvain's Advest, Inc. Experience 2001 - 2003
Job DirectorInstitutional Equity Sales KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets  January 2008 - Present
Morgan Joseph TriArtisan LLC  2005 - 2007
Advest, Inc.   2001 - 2003

Education
Bryant University   1993 — 1995
Finance, General

Merrimack College   1991 — 1993

East Catholic High School

Jeffrey Hummel Jeffrey Hummel Hartford, Connecticut Area Details
Jeffrey Hummel's Advest, Inc. Experience February 1998 - July 2006
Job Information Management Professional
Industry Information Technology and Services
Experience
Hartford Investment Management (HIMCO)   August 2006 - Present
Advest, Inc.   February 1998 - July 2006
United Way of Connecticut  May 1995 - February 1998
The Futures Group, International  November 1992 - May 1995

Skills
Microsoft SQL Server, SQL, ETL, Data Warehousing, Cadis, MarkIt EDM, SSIS, Databases, Database Design, Data Analysis, SDLC, IT Strategy, Access, Visio, Software Documentation, VBScript, XML, Autosys, DTS

Education
Connecticut College   1988 — 1992
B.A., Mathematical Sciences

Joseph Wagda III Joseph Wagda III Williston, North Dakota Details
Joseph Wagda III's Advest, Inc. Experience September 2000 - March 2003
Job Lease Operator at Continental Resources
Industry Oil & Energy
Experience
Continental Resources  July 2014 - Present
Airgas, Inc.   August 2012 - May 2014
None  February 2012 - July 2012
Altamont Management Services LLC   January 2009 - January 2012
Altamont Aviation Advisors   January 2010 - December 2010
California Rider LLC   September 2004 - August 2009
Adobe LLC/Adobe II LLC   April 2003 - May 2007
Advest, Inc.   September 2000 - March 2003
Caresoft, Inc.   December 1999 - September 2000
Northern Air Cargo, Inc.   November 1998 - November 1999

Skills
Mergers & Acquisitions

Education
Columbia University in the City of New York   1987 — 1991
B.A., Economics

C.J. Thomas C.J. Thomas Milwaukee, Wisconsin Details
C.J. Thomas's Advest, Inc. Experience January 2002 - May 2005
Job Investment Product Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  June 2015 - Present
Thomas Advisory & Consulting Services, LLC   September 2013 - December 2014
Ameritas Investment Corp  January 2006 - August 2013
Advest, Inc.   January 2002 - May 2005
Boston Financial Data Services  March 2000 - December 2002
Morgan Stanley Smith Barney  August 1998 - March 2000
The Financial Group  July 1996 - August 1998

Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions

Education
Westfield State University   1993 — 1995
B.S., Finance

Coastal Carolina University   1991 — 1992
BS Business mgmt

WHS   1986 — 1990

Murray Beach Murray Beach Greater Boston Area Details
Murray Beach's Advest, Inc. Experience 1990 - 1999
Job President at Business Consulting Group, LLC
Industry Investment Banking
Experience
Business Consulting Group, LLC   January 2012 - Present
TM Capital  January 2012 - Present
TM Capital  January 2008 - December 2011
M&A International Inc.   2007 - 2008
M&A International Inc.   January 2006 - December 2007
Boston Corporate Finance   May 2002 - December 2007
KPMG Corporate Finance  2000 - 2002
Advest, Inc.   1990 - 1999
Pre-Elite Team   1981 - 1981

Skills
Business Valuation, Valuation, Investment Banking, Mergers, Mergers & Acquisitions, Private Placements, Private Equity, Corporate Finance, Capital Raising, IPO, M&A experience, Investor Relations, Divestitures, Financial Modeling, Entrepreneurship, Capital, LBO, Venture Financing, Venture Capital, Exit Strategies, DCF, Hedge Funds, Equity Research, Equity Capital Markets, mergers and acquisitions, Growth Capital, Strategy, Restructuring, Financial Advisory, Joint Ventures, Capital Markets, Due Diligence, Acquisitions, Debt Restructuring, Financial Structuring, Emerging Markets, Corporate Development, Venture capital

Education
The Tuck School of Business at Dartmouth   1977 — 1979
MBA, Finance and Operations

Harvard University   1972 — 1976
AB with Honors, History

Kent School   1969 — 1972
High School

Daniel D. Dutcher Daniel D. Dutcher Albany, New York Area Details
Daniel D. Dutcher's Advest, Inc. Experience 1996 - 2005
Job Supervisory Analyst & Editor SVP at Morgan Joseph TriArtisan LLC
Industry Financial Services
Experience
Morgan Joseph TriArtisan LLC  2006 - Present
Advest, Inc.   1996 - 2005
C.L. King & Associates   1987 - 1994

Skills
BlueMatrix Savvy

Education
Clarkson University   1982 — 1986
Bachelor of Science, Finance: Economics & Investments Concentrations

Marni Handel Marni Handel Greater New York City Area Details
Marni Handel's Advest, Inc. Experience July 2000 - April 2006
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2015 - Present
Vision Financial Markets   May 2007 - August 2015
JLC Futures Management Company, LLC   April 2009 - February 2015
Advest, Inc.   July 2000 - April 2006

Skills
Options, FINRA, Investments, Series 7, Trading, Alternative Investments, Electronic Trading, Hedge Funds, Series 63, Securities, Trading Systems, Equities, Bonds, Fixed Income, Management

Education
Emory University   1986 — 1990

Cutter Matlock, IV. Cutter Matlock, IV. Springfield, Massachusetts Area Details
Cutter Matlock, IV.'s Advest, Inc. Experience 1995 - 1997
Job Director of Administration at Six Flags New England
Industry Leisure, Travel & Tourism
Experience
Six Flags New England  July 2013 - Present
Six Flags America  February 2009 - July 2013
Six Flags Discovery Kingdom  January 2007 - February 2009
Six Flags Kentucky Kingdom  June 2002 - January 2007
C-Logic, Inc.   1999 - 2002
US Bank  1997 - 2000
Advest, Inc.   1995 - 1997

Skills
Employee Relations, Recruiting, Human Resources, HRIS, Management, Employee Training, Benefits Administration, Payroll, Talent Acquisition

Education
Auburn University   1990 — 1995
Bachelor of Science (BS), Mass Communication - Radio/TV/Film

Aaron DiRusso Aaron DiRusso San Francisco, California Details
Aaron DiRusso's Advest, Inc. Experience 1998 - 2005
Job Senior Vice President Investment Banking at Raymond James
Industry Banking
Experience
Raymond James  February 2006 - Present
Advest, Inc.   1998 - 2005

Education
Boston College   1993 — 1997

Nedine Sutton Nedine Sutton Hartford, Connecticut Area Details
Nedine Sutton's Advest, Inc. Experience 1997 - 2001
Job Relationship Manager ► Finance Executive ► Forward Thinking & Focused on Results
Industry Financial Services
Experience
Wells Fargo  2013 - March 2015
Wells Fargo  2002 - 2011
Advest, Inc.   1997 - 2001

Skills
Team Leadership, Financial Services, Corporate Trust, Relationship Management, New Business Generation, Structured Finance, Bonds, Lead Generation, Mergers & Acquisitions, Relationship Development, Negotiation, Collaboration, Cross Selling, Communication Skills, Investment Banking, Innovation, Written & Oral..., Compliance, Goal-driven leader, Banking

Education
Trinity College-Hartford   1991 — 1996
M.A., Public Policy

Central Connecticut State University   1982 — 1986
B.A., Political Science

Terri Culley Terri Culley Hartford, Connecticut Area Details
Terri Culley's Advest, Inc. Experience 1998 - 2002
Job Retired
Industry Management Consulting
Experience
Business Network Int'l CT   2010 - June 2011
Primacy Professional Pathways International   April 1999 - June 2011
Resource Assocciates   2003 - 2004
Advest, Inc.   1998 - 2002
Advest, Inc.   1998 - 2000
Aetna Property & Casualty Insurance   1989 - 1990

Education
Capella University   2005 — 2007
MS, Organizational Design/Management

Colorado State University   1974 — 1978
BA, Philosophy

Bruce Nimhauser Bruce Nimhauser West Palm Beach, Florida Area Details
Bruce Nimhauser's Advest, Inc. Experience 1999 - 2001
Job Experienced Mortgage and Collections Professional
Industry Capital Markets
Experience
Consultant  May 2015 - Present
Boston Portfolio Advisors, Inc.   July 2014 - March 2015
Bayview Financial  October 2007 - June 2014
Sterne Agee  April 2006 - August 2007
BB&T Capital Markets  2001 - 2006
Advest, Inc.   1999 - 2001
Banco Santander  September 1989 - June 1994
CS First Boston  1982 - 1988

Skills
Derivatives, Loans, Due Diligence, Fixed Income, Mortgage Lending, Trading, Investments, Real Estate, Portfolio Management, Securities, ABS, Capital Markets, Residential Mortgages, Credit Analysis, Valuation, Credit, Asset Management, Risk Management

Education
Hofstra University
BBA, Finance

Amy Golec Amy Golec Greater Atlanta Area Details
Amy Golec's Advest, Inc. Experience February 1995 - May 1998
Job VP, Business Support Manager at Bank of America
Industry Financial Services
Experience
Bank of America  December 2012 - Present
Bank of America  October 2010 - November 2012
Countrywide Home Loans  July 2008 - October 2010
Countrywide Home Loans  March 2006 - June 2008
Alliance Data  August 1998 - February 2006
Advest, Inc.   February 1995 - May 1998

Skills
Forecasting, Analysis, Financial Analysis, Finance, Marketing, Sales Operations, Market Research, Retail, Banking, Risk Management, Process Improvement, Credit, Strategic Planning

Education
Fairfield University   1991 — 1994
BA, Sociology

Monique de Escobar Monique de Escobar Greater Boston Area Details
Monique de Escobar's Advest, Inc. Experience June 1998 - August 1999
Job Account Executive at Grossman Marketing Group
Industry Marketing and Advertising
Experience
Grossman Marketing Group  March 2015 - Present
Stran & Company  August 1999 - February 2015
Oppenheimer & Co. Inc.   November 2012 - December 2014
Stran Beverage  August 2010 - April 2012
Advest, Inc.   June 1998 - August 1999
Morgan Stanley Smith Barney  May 1996 - June 1998
Putnam Investments  May 1995 - May 1996

Skills
Fluent in Spanish, Advertising, Marketing, Marketing Strategy, Sales, Sales Management, Account Management, New Business Development, Customer Service, Online Marketing, Management, Social Media, Merchandising, Social Media Marketing, Retail

Education
Bentley University   1990 — 1994
Bachelor of Science (B.S.), Accounting and Finance

Colegio de Espana   1992 — 1993
Minor in Spanish

Holy Cross High School   1986 — 1990

Anthony Arsenault Anthony Arsenault Hartford, Connecticut Area Details
Anthony Arsenault's Advest, Inc. Experience September 1995 - April 2001
Job SVP & Treasurer InsurBanc
Industry Banking
Experience
InsurBanc, a Division of Connecticut Community Bank N.A.   June 2013 - Present
InsurBanc   April 2001 - June 2013
Advest, Inc.   September 1995 - April 2001
Connecticut National Bank  July 1990 - September 1995

Skills
Banking, Treasury, Commercial Banking, Risk Management, Credit, Treasury Management, ALM, Financial Analysis, Management, Cash Management, Investments, Financial Risk, Finance, Financial Services, Human Resources, Payroll Administration, 401k, Compensation & Benefits, Leadership, Change Management, Transition Management, Teamwork, Team Building, Consensus Building, Communication, Corporate Communications

Education
Bentley University   1987 — 1990
Bachelors, Accountancy

GHS '86   1982 — 1986

Herbert Maher, CFA Herbert Maher, CFA Greater Boston Area Details
Herbert Maher, CFA's Advest, Inc. Experience June 1995 - March 1998
Job Experienced investment professional
Industry Financial Services
Experience
Topside Marine Services, LLC   March 2012 - Present
North Atlantic Marine Services LLC   September 2009 - September 2011
State Street  May 2007 - July 2008
H.C. Wainwright   March 1998 - June 2002
Advest, Inc.   June 1995 - March 1998
Tucker Anthony Sutro  August 1990 - June 1995
Cowen & Co.   June 1983 - August 1990

Skills
Investment Banking, Due Diligence, Management, Derivatives, Trading, Marketing, Business Planning, Research, Valuation, Bloomberg, Private Equity, Asset Management, Alternative Investments, Equities, Strategy, Capital Markets, Financial Modeling, Portfolio Management, Asset Managment, Investments, Equity Research

Education
American University - Kogod School of Business   1969 — 1971
MBA, Finance

Syracuse University   1962 — 1966
BA, American Studies

Connie Morris Connie Morris Greater Atlanta Area Details
Connie Morris's Advest, Inc. Experience May 2002 - September 2003
Job Partner, COO and CCO at The Moorings Group LLC
Industry Investment Management
Experience
The Moorings Group, LLC   September 2003 - Present
Advest, Inc.   May 2002 - September 2003
State Street Capital Markets   December 2000 - February 2002
Wachovia Securities, Inc.   August 1990 - October 2000

Education
Georgia State University   1972 — 1976

Bruce Terjanian Bruce Terjanian Greater New York City Area Details
Bruce Terjanian's Advest, Inc. Experience March 2004 - December 2005
Job Contracts & Licensing Coordinator
Industry Information Technology and Services
Experience
Promedia Technology Services  July 2013 - Present
Wunderlich Securities  December 2012 - April 2013
Sanders Morris Harris  January 2006 - December 2012
Advest, Inc.   March 2004 - December 2005
Prudential Securities  October 1992 - December 2003

Skills
Bloomberg, Syndicate, Preferred Stock, Certificates of Deposit, Municipal Bonds, Structured Products, FINRA, Series 7, Series 63

Education
High Point University
Bachelor of Science, Business Administration

Charmaine Turner Charmaine Turner Columbus, Ohio Area Details
Charmaine Turner's Advest, Inc. Experience November 2004 - March 2006
Job Certified Financial Planner
Industry Financial Services
Experience
Merrill Lynch  March 2006 - May 2008
Advest, Inc.   November 2004 - March 2006
McDonald Investments  October 1992 - October 2004

Education
College for Financial Planning   1994 — 1997
Certified Financial Planner Designation, Financial Planning

Cary Cassidy Cary Cassidy Hartford, Connecticut Area Details
Cary Cassidy's Advest, Inc. Experience June 1991 - April 1995
Job Director Pension Investments at Aetna
Industry Investment Management
Experience
Aetna  August 2010 - Present
ING Investment Management  January 2007 - August 2010
ING Investment Management  January 2003 - December 2006
Aeltus Investment Management  August 1997 - October 2001
Aetna Life Insurance and Annuity Company  May 1995 - July 1997
Advest, Inc.   June 1991 - April 1995

Skills
Marketing, Investments, Equities, Alternative Investments, Asset Managment, Mutual Funds, Portfolio Management, Asset Allocation, Competitive Intelligence, Series 7, Asset Management, Risk Management, Securities, Competitive Analysis, Hedge Funds, Investment Management, Pensions, Investment Strategies, Analysis, Fixed Income, Capital Markets, Retirement, Relationship Management, Derivatives

Education
Bentley University   1988 — 1991
Bachelor of Science, Finance

Glastonbury High School   1984 — 1987

Lori Hindle Lori Hindle Greater Boston Area Details
Lori Hindle's Advest, Inc. Experience 1997 - 2004
Job Senior Managing Consultant at Public Financial Management, Inc.
Industry Financial Services
Experience
Public Financial Management, Inc.   January 2015 - Present
Massachusetts State College Building Authority  March 2013 - Present
Commonwealth of Massachusetts  August 2011 - January 2015
Commonwealth of Massachusetts  July 2007 - January 2012
Bowditch & Dewey, LLP   2004 - 2007
Advest, Inc.   1997 - 2004

Skills
Government, Public Policy, Policy Analysis, Public Finance, Non-profits, Strategic Planning, Coalitions, Strategic Communications, State Government, Economics, Grassroots Organizing, Nonprofits, Local Government, Community Development, Speech Writing, Public Affairs, Securities, Crisis Management, Political Science, Grant Writing, Grants, Public Sector, Media Relations, Crisis Communications, Political Communication, Volunteer Management, Proposal Writing, Program Development, International Relations, Policy

Education
Bridgewater State University   1994 — 1997
BS, Business Management

Weymouth High

Joseph Guglietta Joseph Guglietta Hartford, Connecticut Area Details
Joseph Guglietta's Advest, Inc. Experience June 2002 - January 2006
Job Insurance Service and Sales Specialist
Industry Financial Services
Experience
Prudential Financial  November 2006 - September 2008
Advest, Inc.   June 2002 - January 2006
American Skandia  December 1999 - November 2001
Hartford Financial Services Group  June 1994 - October 1999
Cheese & Stuff   May 1989 - July 1993

Skills
Series 7, Investments, Fixed Annuities, Retirement, IRAs, Retirement Planning

Education
Boston University   1984 — 1988
B.S., Journalism and Political Science

Robin Marulli Robin Marulli Greater Boston Area Details
Robin Marulli's Advest, Inc. Experience September 1996 - April 1997
Job Officer at State Street Bank
Industry Financial Services
Experience
State Street  July 2007 - Present
Investors Bank & Trust  May 1997 - July 2007
Advest, Inc.   September 1996 - April 1997

Education
Boston University   1993 — 1997
BA, Economics / Math

William Minot William Minot Greater Boston Area Details
William Minot's Advest, Inc. Experience November 1972 - December 1977
Job Creator at Billy's Pulpit
Industry Publishing
Experience
Billy's Pulpit   December 2008 - Present
Boston University School of Communications   September 2002 - May 2005
The Minot Office   May 1995 - December 2001
Indian Neck Productions   January 1992 - April 1995
MGM  January 1985 - October 1991
20th Century Fox  January 1979 - August 1984
Minot, MacDuffie and Wolcott   January 1978 - June 1979
Advest, Inc.   November 1972 - December 1977

Education
Harvard Business School   1967 — 1969
MBA, Business

Trinity College-Hartford   1960 — 1964
BA, Government and History

Michael Hoeffel Michael Hoeffel San Francisco Bay Area Details
Michael Hoeffel's Advest, Inc. Experience 1991 - 1994
Job Director at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners  2001 - Present
Property Capital -- Real Estate Investments   2000 - 2001
PricewaterhouseCoopers  1996 - 2000
Advest, Inc.   1991 - 1994

Skills
Real Estate Economics, Acquisitions, Valuation, Due Diligence, Investor Relations, Investments, Asset Managment, Financial Modeling, Real Estate, Portfolio Management, Financial Analysis, Underwriting

Education
University of California, Berkeley   1994 — 1996
MBA, Real Estate and Non-profit Management

Georgetown University   1985 — 1989
BS, Finance and International Management

Tom Pasim Tom Pasim Hartford, Connecticut Area Details
Tom Pasim's Advest, Inc. Experience March 1998 - September 2001
Job IT Analyst 2 at State of Connecticut
Industry Information Technology and Services
Experience
Dept. Of Revenue  February 2007 - Present
EDS Advanced Solutions  September 2004 - February 2010
Phoenix Life Insurance Company  2001 - 2004
Advest, Inc.   March 1998 - September 2001

Skills
Unix, SQL, Java, Drupal, Software Development, Security Policy, Virtualization, VMware, Disaster Recovery, Microsoft SQL Server, Databases, Oracle, Integration, Software Project..., PL/SQL, Apache, IIS, Cisco IOS, Operating Systems, WAN, DNS, Vendor Management, Incident Management, IT Strategy, Enterprise Architecture, Network Security, Information Security, Infrastructure, VBScript, Routers, Visio, CCNA, High Availability, IT Service Management

Education
Central Connecticut State University   1994 — 1998
B.S., Information Technology, International Business

Lloyd Ucko Lloyd Ucko Greater New York City Area Details
Lloyd Ucko's Advest, Inc. Experience 1995 - 2005
Job Product Manager at CreditSights
Industry Investment Banking
Experience
CreditSights  September 2014 - Present
Paladin Strategic Partners   January 2010 - Present
Goldman Sachs  2006 - January 2010
Merrill Lynch  December 2005 - July 2006
Advest, Inc.   1995 - 2005
Credit Suisse First Boston  1994 - 1995
Goldman Sachs  July 1986 - January 1994

Skills
Series 7, Alternative Investments, Securities, Strategic Financial..., Investments, Equities, Asset Managment, Capital Markets, Mutual Funds, Fixed Income, Hedge Funds, Loans, Credit, Wealth Management..., Asset Management, Structured Finance, Private Equity, Bonds, Financial Planning, Financial Structuring, Investment Management, Mortgage Lending, Securitization

Education
The Tuck School of Business at Dartmouth   1972 — 1974
mba, marketing

Dartmouth College   1968 — 1972
ba, political science

Keith Dorris, CFA Keith Dorris, CFA Greater St. Louis Area Details
Keith Dorris, CFA's Advest, Inc. Experience February 1998 - September 1999
Job Supervisory Analyst at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird  January 2008 - Present
A.G. Edwards & Sons, Inc.   September 2001 - January 2008
Kennedy Capital Management  October 1999 - August 2001
Advest, Inc.   February 1998 - September 1999
Bard Associates   March 1997 - January 1998

Education
Quinlan School of Business, Loyola University Chicago   1996 — 1998
MBA

University of Missouri-Saint Louis   1990 — 1993
BSBA

Benedictine College   1988 — 1990

Jacquelyn (Shriver) Ganguly Jacquelyn (Shriver) Ganguly Greater Boston Area Details
Jacquelyn (Shriver) Ganguly's Advest, Inc. Experience 1996 - 1998
Job Supervisory Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus  March 2006 - Present
Ryan Beck   2004 - 2007
Brean Murray, Carret & Co.   February 2002 - March 2004
Tucker Anthony  2000 - 2001
H.C. Wainwright   1998 - 2000
Advest, Inc.   1996 - 1998

Skills
Equity Research, Equities, Securities, Capital Markets, Investments, Series 7, Series 16, Research, Compliance, FINRA, Series 4

Education
Bucknell University   1989 — 1993
B.A., English, History

Mel Strauss Mel Strauss Greater New York City Area Details
Mel Strauss's Advest, Inc. 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

Steve Haertel Steve Haertel Hartford, Connecticut Area Details
Steve Haertel's Advest, Inc. Experience January 1995 - June 2006
Job Product Development Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  July 2015 - Present
Prudential Financial  January 2007 - Present
Advest, Inc.   January 1995 - June 2006

Skills
Series 7, Mutual Funds, Retirement Planning, Wealth Management, Securities, Product Development, Product Management, Product Marketing, IRAs, Defined Contribution, P&L Responsibility, Strategic Planning, Marketing Strategy, Retirement, Strategy, Strategic Financial..., P, Leadership, Investments, Financial Advisory, Business Planning

Education
Eastern Connecticut State University   1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General

Angie Soriano Angie Soriano Greater New York City Area Details
Angie Soriano's Advest, Inc. Experience 2001 - 2003
Job Vice President at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management  May 2006 - Present
Advest, Inc.   2001 - 2003
Prudential Securities  April 1985 - January 2001

Skills
Trading, Series 7, Series 63, Wealth Management, Electronic Trading, Bonds, FINRA, Fixed Income, Capital Markets, Financial Markets, Bloomberg

Education
Albright College   1980 — 1984
B.S., Business, Sociology

Paul Moran Paul Moran Greater New York City Area Details
Paul Moran's Advest, Inc. Experience 1987 - 1988
Job IT Director at Praxair
Industry Information Technology and Services
Experience
Praxair  June 2011 - Present
IBM  1989 - 2009
Nerac  1988 - 1989
Advest, Inc.   1987 - 1988

Skills
PMP, Project Portfolio..., Integration, ITIL, IT Management, Vendor Management, IT Strategy, Enterprise Architecture

Education
Iona College   1982 — 1986
BBA, Management Information Systems

Carnegie Mellon University
SEI CMM

Mark Winiarskyj Mark Winiarskyj Hartford, Connecticut Area Details
Mark Winiarskyj's Advest, Inc. Experience 2000 - 2006
Job Accounting Professional
Industry Accounting
Experience
Henkel of America  December 2006 - August 2008
Advest, Inc.   2000 - 2006
CIGNA  November 1998 - May 2000
Diageo  July 1987 - September 1999

Education
Central Connecticut State University
BSc, Management Information Systems

Michael Reed, CIPM Michael Reed, CIPM Hartford, Connecticut Area Details
Michael Reed, CIPM's Advest, Inc. Experience July 1993 - August 1994
Job Director at Conning Asset Management
Industry Investment Management
Experience
Conning  March 2008 - Present
Conning  August 1994 - March 2008
Advest, Inc.   July 1993 - August 1994

Skills
Investments, GIPS Compliance, Investment Performance, Fixed Income, Asset Allocation, Attribution, Alternative Investments, Bloomberg, Portfolio Management, Asset Management, Equities, Mutual Funds

Education
Boston University - School of Management
Bachelor of Science (BS), Business Administration and Management/Finance

Sheri Carfi Sheri Carfi West Palm Beach, Florida Area Details
Sheri Carfi's Advest, Inc. Experience 1998 - 2003
Job Managing Director, Business Development/Corporate Finance/Consulting at SeaCapital Investment Management
Industry Investment Banking
Experience
SeaCapital Group   January 2012 - Present
Carfi Enterprises   1988 - Present
Iliad Advisors   2009 - January 2012
The Chicago Corporation  November 1983 - October 2003
Advest, Inc.   1998 - 2003
A G Becker   March 1973 - November 1983

Skills
Private Placements, Equities, Fixed Income, Investment Strategies, Investment Advisory, Emerging Markets, Asset Managment, Capital Markets, Mutual Funds, Hedge Funds, Trading, Bloomberg, Wealth Management, Alternative Investments, Venture Capital, Portfolio Management, Investments, Financial Advisory, Capital, Securities, Bonds, Financial Modeling, Mergers & Acquisitions, Investment Management, Private Equity, Options, Investment Banking, Series 63, Equity Research, Institutional Sales, Equity Trading, Asset Allocation, Asset Management, Mergers, Series 7, Investor Relations, Valuation, ETFs, Financial Markets, Business Development, Retirement Planning, Structured Products, Corporate Finance, Strategy, Electronic Trading, Entrepreneurship, Financial Structuring, Financial Analysis

Education
DePaul University
Business

Brian Coroso Brian Coroso Hartford, Connecticut Area Details
Brian Coroso's Advest, Inc. Experience 1988 - 1999
Job AVPSenior Compliance Officer at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management  January 2011 - Present
MassMutual  2003 - 2009
CIGNA Financial Services, Inc.   1999 - 2003
Advest, Inc.   1988 - 1999
Advest/Merrill Lynch   1988 - 1999
Various NYSE Member Firms   1983 - 1988

Skills
Product Development, Staff Management, Compliance, Investments, Investment Advisory, Securities, Mutual Funds, Series 7, Trading, Alternative Investments, Series 63

Education
Fairfield University
ba, history

University of Hartford
MBA, Finance

Stanley Styrczula Stanley Styrczula Hartford, Connecticut Area Details
Stanley Styrczula's Advest, Inc. Experience 1989 - 1992
Job Systems Manager at CCSU
Industry Higher Education
Experience
Central Connecticut State University  2005 - Present
Central Connecticut State University  2000 - 2005
Central Connecticut State University  1999 - 2000
NCR Corporation  1996 - 1999
Peoples Savings Bank  1995 - 1996
Peoples Savings Bank  1992 - 1995
Advest, Inc.   1989 - 1992

Skills
Databases, SQL

Education
Central Connecticut State University   2001 — 2003
Master of Science (M.S.), Technology Management

Connecticut Banker Association   1995 — 1996
Diploma in Finance and Management, Finance/Management

Central Connecticut State University   1985 — 1989
Bachelor of Science (B.S.), Computer Science

Morse School of Business   1983 — 1984
Diploma in Business Computer Programming, Computer Programming

Chris Bamman Chris Bamman Greater New York City Area Details
Chris Bamman's Advest, Inc. Experience October 1997 - June 2001
Job
Industry Financial Services
Experience
ASCENDIANT CAPITAL GROUP  January 2013 - December 2013
CapStone Investments  November 2011 - January 2013
RODMAN & RENSHAW  January 2010 - July 2010
MORGAN JOSEPH & CO., INC   December 2004 - December 2008
THE DEPOSITORY TRUST AND CLEARING CORPORATION  November 2003 - June 2004
ING  November 2001 - January 2003
Advest, Inc.   October 1997 - June 2001
Gruntal & Co.   February 1995 - October 1997

Skills
Equities, Series 7, Capital Markets, Financial Modeling, Equity Research, Investments, Investment Banking, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Series 63, Equity Valuation, Portfolio Management, Securities, Credit, Risk Management

Education
Adelphi University   1991 — 1994
MBA

Susquehanna University   1986 — 1990
B.S.

Ken Gutierrez Ken Gutierrez Tampa/St. Petersburg, Florida Area Details
Ken Gutierrez's Advest, Inc. Experience January 2004 - April 2005
Job Institutional Relationship Manager at Angel Oak Consulting Group
Industry Investment Management
Experience
Angel Oak Capital Advisors, LLC  May 2014 - Present
FORGE ABS, LLC   August 2012 - April 2014
FIRVA Advisory   May 2008 - August 2012
Mesirow Financial  2005 - 2008
Advest, Inc.   January 2004 - April 2005
Raymond James & Associates, Inc   June 1991 - January 2004
Bankers Trust Company (BT Securities)   1988 - 1991

Skills
Valuation, Fixed Income, Accounting, Bloomberg, Portfolio Management, Investments, Equities, Capital Markets, Alternative Investments, Derivatives, Asset Management, Securities, Marketing, Sales, Financial Modeling, Structured Products, Financial Analysis, Corporate Finance, Banking, Risk Management

Education
California State University-Fullerton, Mihaylo College of Business and Economics   1982 — 1985
MBA, Finance

University of California, Irvine   1977 — 1980
BA, Economics

College of the Canyons   1975 — 1977
AA

Joseph Sarbello Joseph Sarbello Greater New York City Area Details
Joseph Sarbello's Advest, Inc. Experience 1995 - 2003
Job Private Wealth Manager Safe Harbor Financial, LLC
Industry Financial Services
Experience
Safe Harbor Financial, LLC   2006 - Present
Morgan Stanley Smith Barney  2003 - 2006
Advest, Inc.   1995 - 2003
Prudential Securities  1992 - 1995

Skills
Strategic Financial..., Investments, Finance, 401k, FINRA, Risk Management, Wealth Management, Insurance, Estate Planning, Uniform Combined State..., Retirement, Financial Goals, 401k Rollovers, Health Insurance, IRAs, Management, Financial Planners, Certified Financial..., Wealth Accumulation, Personal Financial..., Wealth Management..., Retirement Plan..., Investment Advisory, Roth IRA, Investment Strategies, High Net Worth..., Financial Planning

Education
Boston University   1986 — 1990
BS, Finance - Professional Studies

Point Pleasant Beach High School   1982 — 1986

Gabriel D'Amica Gabriel D'Amica Baltimore, Maryland Area Details
Gabriel D'Amica's Advest, Inc. Experience October 1992 - September 1993
Job at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  March 2013 - Present
Merrill Lynch  November 2011 - February 2013
Merrill Lynch  November 2010 - October 2011
Morgan Stanley Wealth Management  November 2009 - October 2010
Morgan Stanley Smith Barney  November 1995 - October 2009
Smith Barney  October 1993 - October 1995
Advest, Inc.   October 1992 - September 1993
Shearson Lehman Brothers  September 1986 - September 1992

Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General

Fashion Institute of Technology
Bachelor of Applied Science

Robert Klingensmith Robert Klingensmith Providence, Rhode Island Area Details
Robert Klingensmith's Advest, Inc. Experience 2000 - 2005
Job AVP, Business Support Manager at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch  June 2007 - Present
Advest, Inc.   2000 - 2005

Education
Eastern Connecticut State University   1997 — 2000
Bachelors, Economics

Jim Weinstock Jim Weinstock Greater New York City Area Details
Jim Weinstock's Advest, Inc. Experience September 1998 - December 2005
Job Senior Vice President
Industry Financial Services
Experience
Janney Montgomery Scott LLC  June 2007 - Present
Merrill Lynch  December 2005 - June 2007
Advest, Inc.   September 1998 - December 2005
Alex. Brown & Sons   September 1995 - September 1998
Paine Webber  September 1991 - September 1995
Gruntal & Co.   1987 - 1988
Gruntal & Co.   1987 - 1988

Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Securities, Fixed Income, Due Diligence, Retirement Planning, Wealth Management, Series 63, Investment Advisory, Retirement, Equities, Financial Advisory, Strategic Financial...

Education
Bennington College   1975 — 1978
Bachelor of Arts (BA), Politics Economics Video

White Plains High School

Catherine Sheehy Catherine Sheehy Greater Boston Area Details
Catherine Sheehy's Advest, Inc. Experience November 2004 - February 2006
Job Senior Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 2010 - Present
UBS  March 2008 - July 2010
Bear Stearns  February 2006 - March 2008
Advest, Inc.   November 2004 - February 2006

Education
Colby College   2000 — 2004
BA, Economics

STEPHANIE RUCKER STEPHANIE RUCKER Hartford, Connecticut Area Details
STEPHANIE RUCKER's Advest, Inc. Experience December 1998 - May 2006
Job ACCOUNTS PAYABLE SPECIALIST at US Electrical Services, Inc. (USESI)
Industry Wholesale
Experience
US Electrical Services, Inc. (USESI)   August 2007 - Present
Advest, Inc.   December 1998 - May 2006
Advest, Inc.   1998 - 2006

Skills
Accruals, Microsoft Excel, Journal Entries, Accounts Payable, General Ledger, Outlook, Account Reconciliation, Microsoft Word, MAS500, Team Building, Year-end Close, QuickBooks, Inventory Management, Accounting, Customer Service

Education
Goodwin College   2009 — 2011
Associate's degree, Respiratory Therapy Technician/Assistant

Morse School of Business   1997 — 1998
Certification, Professional Office Administration

Aditee Madkekar Aditee Madkekar New Haven, Connecticut Details
Aditee Madkekar's Advest, Inc. Experience June 2000 - August 2002
Job Utilities
Industry Utilities
Experience
UIL Holdings Corporation  July 2014 - Present
Exelon  March 2009 - July 2014
Central Connecticut State University  September 2006 - August 2010
Northeast Utilities  June 2004 - June 2005
CIGNA  January 2003 - December 2003
Advest, Inc.   June 2000 - August 2002

Education
Central Connecticut State University
Master of Arts, Statistics

The University of Connecticut
Bachelor of Arts, Economics

Peter Leppones, CFP Peter Leppones, CFP Hartford, Connecticut Area Details
Peter Leppones, CFP's Advest, Inc. Experience September 1999 - January 2006
Job VP of Marketing at Life Plans of New England/GBS
Industry Insurance
Experience
Life Plans of New England/GBS   March 2007 - Present
MetLife Investors  February 2006 - March 2007
Advest, Inc.   September 1999 - January 2006

Skills
Certified Financial..., Life Insurance, Long Term Care Insurance

Education
Central Connecticut State University   1987 — 1992
BS, Finance

Stephen P. Moulton, CFA Stephen P. Moulton, CFA Rochester, New York Area Details
Stephen P. Moulton, CFA's Advest, Inc. Experience 1991 - 1994
Job Financial Professional
Industry Financial Services
Experience
SPM&Associates   1994 - 2010
Advest, Inc.   1991 - 1994
EF Hutton  1984 - 1991

Skills
Finance, Investments, Portfolio Management, Equities, Fixed Income, Asset Management, Financial Modeling, Financial Analysis, Wealth Management, Hedge Funds, Derivatives, Bloomberg, Valuation

Education
CFA Instutute   1992 — 1996
Chartered Financial Analyst Designation (CFA), Portfolio Management and Finance

Cornell University
BS, Mgmt & Economics

Mark Bouton Mark Bouton Ithaca, New York Area Details
Mark Bouton's Advest, Inc. Experience May 1993 - December 2003
Job Associate at Merryfield Barnes, LLC
Industry Financial Services
Experience
Merryfield Barnes, LLC   January 2012 - Present
HSBC  November 2010 - March 2011
Wells Fargo Advisors  June 2006 - September 2009
A.G. Edwards   February 2004 - June 2006
Advest, Inc.   May 1993 - December 2003

Education
Binghamton University - School of Management   1990 — 1992
Bachelor of Science, Business Management

Tompkins Cortland Community College   1988 — 1990
Associate in Science, Business Administration

Susan Salerni Susan Salerni Miami, Florida Details
Susan Salerni's Advest, Inc. Experience 1982 - 1984
Job Seller Development at Convergys
Industry Telecommunications
Experience
Convergys  August 2013 - Present
Alorica  August 2008 - Present
Drexel Burnham Lambert  March 1985 - July 1991
LF Rothschild Unterberg & Towbin   1984 - 1985
Advest, Inc.   1982 - 1984
Bruns Nordeman Rea   1967 - 1982

Skills
Call Center, Customer Service, Microsoft Office, Microsoft Excel, Sales, Team Leadership, Customer Satisfaction, Outlook, Account Management, Data Entry, Customer Retention, Call Centers, Time Management

Education
Brooklyn College   1960 — 1972
Television Production

Ralph DiSomma Ralph DiSomma Brooklyn, New York Details
Ralph DiSomma's Advest, Inc. Experience January 2002 - May 2006
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2006 - Present
Morgan Stanley Wealth Management  May 2006 - Present
Advest, Inc.   January 2002 - May 2006

Skills
Commodity/ Futures..., Wealth Management, Series 7, Equities, Series 63, Fixed Income, Asset Allocation, Mutual Funds, Securities, Retirement Planning, Alternative Investments, Investment Advisory, Portfolio Management, Investment Strategies, Investments, Bloomberg, Asset Management, Hedge Funds, Options

Education
City University of New York-Baruch College   1997 — 2001
Bachelor of Business Administration (BBA), Computer Science

Five Towns College   1996 — 1997

Rose Adam Rose Adam Hartford, Connecticut Area Details
Rose Adam's Advest, Inc. Experience 1993 - 1996
Job
Industry Financial Services
Experience
Adam Family Enterprises   2000 - Present
Business Planning Associates   1996 - 2000
Advest, Inc.   1993 - 1996
IBM  1987 - 1993

Skills
Computer Proficiency, Customer/Client Service, Financial Services, Numbers/Math Aptitude, Organized with Strong..., Teaching, Tutoring,..., Writing - Business and..., Business Analysis, Program Management

Education
Clark University   1983 — 1987
Bachelor of Arts (B.A.), Major in Economics, Minors in Spanish & Sociology

Janice Santa Maria Janice Santa Maria Waterbury, Connecticut Details
Janice Santa Maria's Advest, Inc. Experience April 1993 - December 1999
Job Customer Service Professional
Industry Financial Services
Experience
Office Team (division of RHI)2012-2013   June 2012 - November 2013
MetLife Insurance Company2006 – 2010   July 2006 - March 2010
Advest Inc1991 – 2006   January 2000 - April 2006
Advest, Inc.   April 1993 - December 1999

Skills
Access, Finance, Leadership, Microsoft Excel, Accounting

Education
Charter Oak State College
B.S. in General Studies/Business Administation, Business

Naugatuck Valley Community College   1988 — 1990
A.S., Business Administration and Management, General

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