AspenCross Financial Group
AspenCross Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AspenCross Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
AspenCross Financial Group Salaries. You can even request information on how much does AspenCross Financial Group pay if you want to. Learn about salaries, pros and cons of working for AspenCross Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
30 AspenCross Financial Group employees in database. Find out everything there's to know about AspenCross Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
AspenCross Financial Group Employees
Employee
Years
Job
Industry
MaryAnn George MaryAnn George's AspenCross Financial Group Experience May 2013 - August 2013
Job Video Production Assistant at Harvard University
Industry Media Production
Experience
Suffolk University September 2015 - Present
Harvard University January 2015 - Present
Dark Horse Entertainment September 2014 - December 2014
KidsCOOK Productions May 2014 - August 2014
The EVVY Awards November 2013 - May 2014
The Emerson Channel October 2012 - May 2014
Uno Chicago Grill May 2013 - October 2013
AspenCross Financial Group May 2013 - August 2013
The Emerson Channel January 2013 - May 2013
McDonald's Corporation May 2011 - August 2012
Skills
Final Cut Pro, Video Production, Video Editing, Photoshop, Adobe Audition, Pro Tools, Microsoft Office, Adobe Premiere, Avid Media Composer, Post Production, Video, Sound Design, Production Design
Education
Suffolk University 2015 — 2017
Master of Arts (M.A.), Interior Architecture
Emerson College 2011 — 2014
Bachelor of Arts (BA), Media Production
Shepherd Hill Regional High School 2007 — 2011
High School/Secondary Diplomas and Certificates
Suffolk University September 2015 - Present
Harvard University January 2015 - Present
Dark Horse Entertainment September 2014 - December 2014
KidsCOOK Productions May 2014 - August 2014
The EVVY Awards November 2013 - May 2014
The Emerson Channel October 2012 - May 2014
Uno Chicago Grill May 2013 - October 2013
AspenCross Financial Group May 2013 - August 2013
The Emerson Channel January 2013 - May 2013
McDonald's Corporation May 2011 - August 2012
Skills
Final Cut Pro, Video Production, Video Editing, Photoshop, Adobe Audition, Pro Tools, Microsoft Office, Adobe Premiere, Avid Media Composer, Post Production, Video, Sound Design, Production Design
Education
Suffolk University 2015 — 2017
Master of Arts (M.A.), Interior Architecture
Emerson College 2011 — 2014
Bachelor of Arts (BA), Media Production
Shepherd Hill Regional High School 2007 — 2011
High School/Secondary Diplomas and Certificates
Jay Willwerth Jay Willwerth's AspenCross Financial Group Experience August 1990 - Present
Job President at iPolicy Brokerage
Industry Financial Services
Experience
iPolicy Brokerage February 2014 - Present
AspenCross Financial Group August 1990 - Present
Education
Bentley University 1977 — 1981
BA, Economics, Finance
The American College
CHFC, Chartered Financial Consultant
iPolicy Brokerage February 2014 - Present
AspenCross Financial Group August 1990 - Present
Education
Bentley University 1977 — 1981
BA, Economics, Finance
The American College
CHFC, Chartered Financial Consultant
Steven C. Johnson Steven C. Johnson's AspenCross Financial Group Experience August 1989 - Present
Job Senior Vice President at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group August 1989 - Present
Education
Fitchburg State University 1985 — 1989
BA, Economics
The American College
ChFC, Chartered Financial Consultant
AspenCross Financial Group August 1989 - Present
Education
Fitchburg State University 1985 — 1989
BA, Economics
The American College
ChFC, Chartered Financial Consultant
Diana Boyd Diana Boyd's AspenCross Financial Group Experience May 2011 - August 2011
Job Data Operations
Industry Apparel & Fashion
Experience
JOOR February 2014 - Present
McGill University January 2012 - May 2013
CarePlanners 2013 - 2013
Sabre Imagery June 2012 - August 2012
AspenCross Financial Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Stata, Social Media, Public Speaking, Data Analysis, Econometrics
Education
McGill University 2010 — 2013
Bachelor of Arts (BA), Economics, Mathematics
Holliston High School 2006 — 2010
High School Diploma
JOOR February 2014 - Present
McGill University January 2012 - May 2013
CarePlanners 2013 - 2013
Sabre Imagery June 2012 - August 2012
AspenCross Financial Group May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Stata, Social Media, Public Speaking, Data Analysis, Econometrics
Education
McGill University 2010 — 2013
Bachelor of Arts (BA), Economics, Mathematics
Holliston High School 2006 — 2010
High School Diploma
Larry (Lawrence) Mann Larry (Lawrence) Mann's AspenCross Financial Group Experience January 2012 - December 2012
Job U16 Coach for Boys Youth LAcrosse at Indoor Action Sports
Industry Sports
Experience
Indoor Action Sports September 2013 - March 2014
Sweet Brook of Williamstown July 2013 - August 2013
New England Financial Group January 2013 - June 2013
AspenCross Financial Group January 2012 - December 2012
MetLife Financial Group of Massachusetts July 2008 - December 2011
Bracco Diagnostics 2004 - 2005
Cardinal Health, SPS 2000 - 2004
DuPont Pharmaceuticals 1981 - 2000
Skills
Cardiology, Healthcare, Long-term Care, Medical Devices, Sales Management, Cross-functional Team..., Strategic Planning, Team Building, Sales, Hospitals, Strategic Financial..., Pharmaceutical Industry, New Business Development, Leadership, Start-ups, Investments, Disability Insurance, Product Launch, Global Marketing, Neurology, Wealth Management, Healthcare Information..., Process Improvement, Business Planning, Medical Imaging, Entrepreneurship, Selling, Oncology, Sales Operations, Pharmaceutical Sales, Budgets, Managed Care, Marketing Strategy, Medicare, Retirement Planning, Program Management, Retirement, Insurance, Capital Equipment, Biotechnology, Clinical Trials, Radiology, 401k, Securities
Education
Northeastern University 1975 — 1980
BS, Criminal Justice
Indoor Action Sports September 2013 - March 2014
Sweet Brook of Williamstown July 2013 - August 2013
New England Financial Group January 2013 - June 2013
AspenCross Financial Group January 2012 - December 2012
MetLife Financial Group of Massachusetts July 2008 - December 2011
Bracco Diagnostics 2004 - 2005
Cardinal Health, SPS 2000 - 2004
DuPont Pharmaceuticals 1981 - 2000
Skills
Cardiology, Healthcare, Long-term Care, Medical Devices, Sales Management, Cross-functional Team..., Strategic Planning, Team Building, Sales, Hospitals, Strategic Financial..., Pharmaceutical Industry, New Business Development, Leadership, Start-ups, Investments, Disability Insurance, Product Launch, Global Marketing, Neurology, Wealth Management, Healthcare Information..., Process Improvement, Business Planning, Medical Imaging, Entrepreneurship, Selling, Oncology, Sales Operations, Pharmaceutical Sales, Budgets, Managed Care, Marketing Strategy, Medicare, Retirement Planning, Program Management, Retirement, Insurance, Capital Equipment, Biotechnology, Clinical Trials, Radiology, 401k, Securities
Education
Northeastern University 1975 — 1980
BS, Criminal Justice
Keith Noonan Keith Noonan's AspenCross Financial Group Experience September 2012 - June 2013
Job Creative, hardworking, Business Development professional
Industry Marketing and Advertising
Experience
AspenCross Financial Group September 2012 - June 2013
Lowe's Home Improvement 2012 - 2013
Metrowest Colonials 2011 - 2013
Upham’s Corner Health Center May 2011 - October 2011
OneShield, Inc March 2008 - September 2008
A2connect LLC March 2006 - February 2008
Advanced Field Services, Inc November 2004 - June 2005
Sentry Insurance 2000 - 2001
Skills
Marketing Strategy, Licensed Life Insurance..., Sports Coaching, Marketing Communications, Customer Service, Customer Retention, Problem Solving, Office Administration, Email Marketing, Marketing Management, Call Centers, Creative Writing, Creative Problem Solving, Creative Direction, Organization, Team Building, Teamwork, Team Management, CRM, Marketing, Online Marketing, Business Intelligence, Press Releases, New Business Development, Social Media Marketing, Time Management
Education
University of Massachusetts Dartmouth 1994 — 1999
Medfield High School
University of Massachusetts Dartmouth
Bachelor of Arts, Sociology
AspenCross Financial Group September 2012 - June 2013
Lowe's Home Improvement 2012 - 2013
Metrowest Colonials 2011 - 2013
Upham’s Corner Health Center May 2011 - October 2011
OneShield, Inc March 2008 - September 2008
A2connect LLC March 2006 - February 2008
Advanced Field Services, Inc November 2004 - June 2005
Sentry Insurance 2000 - 2001
Skills
Marketing Strategy, Licensed Life Insurance..., Sports Coaching, Marketing Communications, Customer Service, Customer Retention, Problem Solving, Office Administration, Email Marketing, Marketing Management, Call Centers, Creative Writing, Creative Problem Solving, Creative Direction, Organization, Team Building, Teamwork, Team Management, CRM, Marketing, Online Marketing, Business Intelligence, Press Releases, New Business Development, Social Media Marketing, Time Management
Education
University of Massachusetts Dartmouth 1994 — 1999
Medfield High School
University of Massachusetts Dartmouth
Bachelor of Arts, Sociology
Jill Ribbe Metzmaker Jill Ribbe Metzmaker's AspenCross Financial Group Experience December 2011 - September 2012
Job Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2013 - Present
AspenCross Financial Group December 2011 - September 2012
W.B. Smith Companies October 2007 - December 2011
Bainco International Investors September 2005 - April 2007
The Colony Group March 2005 - August 2005
Smith Barney April 2001 - March 2005
Skills
Series 7, Series 63, Investments, Financial Planning, Retirement Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Sociology and Psychology
Baystate Financial January 2013 - Present
AspenCross Financial Group December 2011 - September 2012
W.B. Smith Companies October 2007 - December 2011
Bainco International Investors September 2005 - April 2007
The Colony Group March 2005 - August 2005
Smith Barney April 2001 - March 2005
Skills
Series 7, Series 63, Investments, Financial Planning, Retirement Analysis
Education
University of Massachusetts, Amherst
Bachelor of Arts, Sociology and Psychology
Kenneth Gurian Kenneth Gurian's AspenCross Financial Group Experience January 2011 - December 2011
Job Consultant
Industry Financial Services
Experience
AspenCross Financial Group January 2011 - December 2011
Hartford Life July 2004 - December 2010
Fidelity Bank January 2001 - January 2002
John Hancock Financial Services January 1991 - January 2001
Education
Lehmann College, City University of New York
Master of Science
Long Island University
Bachelor of Science
AspenCross Financial Group January 2011 - December 2011
Hartford Life July 2004 - December 2010
Fidelity Bank January 2001 - January 2002
John Hancock Financial Services January 1991 - January 2001
Education
Lehmann College, City University of New York
Master of Science
Long Island University
Bachelor of Science
Andy Joyce's AspenCross Financial Group Experience October 2011 - March 2015
Job Investment Advisor Representative, Financial Services Representative, Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2015 - Present
AspenCross Financial Group October 2011 - March 2015
Northwestern Mutual June 2010 - September 2011
Education
Framingham State University 2006 — 2010
Bachelor’s Degree, Business Administration, Economics, Finance
Baystate Financial March 2015 - Present
AspenCross Financial Group October 2011 - March 2015
Northwestern Mutual June 2010 - September 2011
Education
Framingham State University 2006 — 2010
Bachelor’s Degree, Business Administration, Economics, Finance
Thomas Valentine Jr. Thomas Valentine Jr.'s AspenCross Financial Group Experience February 2008 - Present
Job President at The NET Worcester County's Premier Networking Group
Industry Financial Services
Experience
The NET Worcester County's Premier Networking Group July 2008 - Present
AspenCross Financial Group February 2008 - Present
Indymac Bank January 2004 - December 2007
Aegis Funding December 2003 - December 2004
NovaStar Home loans 2001 - 2003
Education
Franklin Pierce University 1997 — 2001
Assumption College 1996 — 1998
Assumption College 1997 — 1997
Stonehill College 1997 — 1997
The NET Worcester County's Premier Networking Group July 2008 - Present
AspenCross Financial Group February 2008 - Present
Indymac Bank January 2004 - December 2007
Aegis Funding December 2003 - December 2004
NovaStar Home loans 2001 - 2003
Education
Franklin Pierce University 1997 — 2001
Assumption College 1996 — 1998
Assumption College 1997 — 1997
Stonehill College 1997 — 1997
Brian Karanja's AspenCross Financial Group Experience August 2012 - December 2012
Job Technology Operations | Events Coordinator at CLLCTV Boston
Industry Media Production
Experience
CLLCTV Boston September 2012 - Present
Compton Logistics Inc. January 2008 - Present
Mercury Group July 2013 - Present
Capital FM Kenya July 2013 - October 2013
Mandala June 2013 - July 2013
The Weymouth Club October 2011 - May 2013
KenyanVibe.com Online Magazine May 2011 - May 2013
AspenCross Financial Group August 2012 - December 2012
South Shore YMCA March 2007 - April 2008
Skills
Video Editing, Digital Media, Microsoft Office, Video Production, Graphic Design, Video, Sound, Microsoft Word, PowerPoint, Audio Editing, Audio Post Production, Social Media, Television, Editing, Public Relations, Radio, Film, Final Cut Pro, Event Management, Entertainment, Social Networking
Education
The New England Institute of Art 2014 — 2016
Bachelor of Science (B.S.), Digital Filmmaking and Video Production
Bunker Hill Community College 2009 — 2013
Associate's Degree, Digital Communication and Media/Multimedia
CLLCTV Boston September 2012 - Present
Compton Logistics Inc. January 2008 - Present
Mercury Group July 2013 - Present
Capital FM Kenya July 2013 - October 2013
Mandala June 2013 - July 2013
The Weymouth Club October 2011 - May 2013
KenyanVibe.com Online Magazine May 2011 - May 2013
AspenCross Financial Group August 2012 - December 2012
South Shore YMCA March 2007 - April 2008
Skills
Video Editing, Digital Media, Microsoft Office, Video Production, Graphic Design, Video, Sound, Microsoft Word, PowerPoint, Audio Editing, Audio Post Production, Social Media, Television, Editing, Public Relations, Radio, Film, Final Cut Pro, Event Management, Entertainment, Social Networking
Education
The New England Institute of Art 2014 — 2016
Bachelor of Science (B.S.), Digital Filmmaking and Video Production
Bunker Hill Community College 2009 — 2013
Associate's Degree, Digital Communication and Media/Multimedia
Elle Callahan's AspenCross Financial Group Experience June 2012 - August 2012
Job Freelance Sound Designer / Editorial Production Assistant at Legendary Entertainment
Industry Motion Pictures and Film
Experience
Elle Callahan Sound 2014 - Present
Legendary Entertainment July 2015 - Present
Marvel Entertainment January 2015 - July 2015
University of Southern California January 2012 - 2014
Elle Callahan Films 2009 - 2014
Bad Hat Harry June 2013 - September 2013
The Chernin Group June 2013 - September 2013
Fox25 News Boston June 2012 - August 2012
AspenCross Financial Group June 2012 - August 2012
Westborough TV Inc. February 2009 - August 2011
Skills
Avid Media Composer, Final Cut Pro, Soundtrack Pro, Motion Graphics, Cinematography, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Java, PowerPoint, Windows, Outlook, HTML, Public Speaking, Strategic Planning, Editing, Broadcast, Film
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Cinematography and Film/Video Production, Alumni
Elle Callahan Sound 2014 - Present
Legendary Entertainment July 2015 - Present
Marvel Entertainment January 2015 - July 2015
University of Southern California January 2012 - 2014
Elle Callahan Films 2009 - 2014
Bad Hat Harry June 2013 - September 2013
The Chernin Group June 2013 - September 2013
Fox25 News Boston June 2012 - August 2012
AspenCross Financial Group June 2012 - August 2012
Westborough TV Inc. February 2009 - August 2011
Skills
Avid Media Composer, Final Cut Pro, Soundtrack Pro, Motion Graphics, Cinematography, Photoshop, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Java, PowerPoint, Windows, Outlook, HTML, Public Speaking, Strategic Planning, Editing, Broadcast, Film
Education
University of Southern California 2011 — 2014
Bachelor's Degree, Cinematography and Film/Video Production, Alumni
Andrew Kilburn's AspenCross Financial Group Experience January 2011 - May 2011
Job Assistant Project Manager at Gary K Rubin & Associates
Industry Construction
Experience
Gary K Rubin & Associates May 2011 - Present
AspenCross Financial Group January 2011 - May 2011
WellStaff Medical Staffing June 2010 - October 2010
Shannon Corporation May 2009 - August 2009
Arthur J. Gallagher & Co. May 2008 - August 2008
Skills
Microsoft Office, Budgets, Financial Reporting, Sales, Microsoft Word, Accounting, Property Management, Social Media Marketing, New Business Development, Account Management, Strategic Planning, Financial Analysis, Outlook, Contract Negotiation, Microsoft Excel, Contract Management, Project Management, Leadership, Management, Customer Service, Time Management, Finance
Education
Bentley University 2006 — 2010
Bachelor's degree, Economics/Finance
Gary K Rubin & Associates May 2011 - Present
AspenCross Financial Group January 2011 - May 2011
WellStaff Medical Staffing June 2010 - October 2010
Shannon Corporation May 2009 - August 2009
Arthur J. Gallagher & Co. May 2008 - August 2008
Skills
Microsoft Office, Budgets, Financial Reporting, Sales, Microsoft Word, Accounting, Property Management, Social Media Marketing, New Business Development, Account Management, Strategic Planning, Financial Analysis, Outlook, Contract Negotiation, Microsoft Excel, Contract Management, Project Management, Leadership, Management, Customer Service, Time Management, Finance
Education
Bentley University 2006 — 2010
Bachelor's degree, Economics/Finance
Wayne P. Proulx Wayne P. Proulx's AspenCross Financial Group Experience October 2009 - October 2014
Job CoFounder / Odyssey Wealth Management Group, LLC
Industry Financial Services
Experience
Odyssey Wealth Management Group, LLC October 2014 - Present
AspenCross Financial Group October 2009 - October 2014
First Investors Corporation January 2004 - October 2009
First Investors Corporation 2001 - January 2004
First Investors Corporation 1995 - 2001
Skills
Retirement Planning, Retirement, Financial Services, Finance, Wealth Management, Securities, Financial Advisory, Insurance, Management, Estate Planning
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
BBA, Finance
Odyssey Wealth Management Group, LLC October 2014 - Present
AspenCross Financial Group October 2009 - October 2014
First Investors Corporation January 2004 - October 2009
First Investors Corporation 2001 - January 2004
First Investors Corporation 1995 - 2001
Skills
Retirement Planning, Retirement, Financial Services, Finance, Wealth Management, Securities, Financial Advisory, Insurance, Management, Estate Planning
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
BBA, Finance
Omar S. Ali Omar S. Ali's AspenCross Financial Group Experience July 2010 - Present
Job Investment Advisor Representative at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
Eric C. Jansen's AspenCross Financial Group Experience May 1987 - Present
Job President & CEO at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group May 1987 - Present
United States Army Reserve 1982 - 1991
Education
Framingham State College 1983 — 1987
BA, Economics, Finance
American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Bellingham High
Purdue University
Professional Management Institute
AspenCross Financial Group May 1987 - Present
United States Army Reserve 1982 - 1991
Education
Framingham State College 1983 — 1987
BA, Economics, Finance
American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
Bellingham High
Purdue University
Professional Management Institute
Patrick Traverse's AspenCross Financial Group Experience June 2012 - June 2013
Job Investment Advisor Representative at Money Concepts
Industry Financial Services
Experience
Money Concepts January 2015 - Present
The MacDonald Tax & Financial Group August 2014 - Present
Index Strategy Advisors July 2013 - December 2014
AspenCross Financial Group June 2012 - June 2013
German League August 2009 - April 2012
Minor League Level July 2004 - June 2009
Montreal Canadiens February 2001 - June 2004
Boston Bruins November 2000 - February 2001
Ottawa Senators October 1998 - June 2000
Minor League Level July 1994 - June 1998
Education
Quinnipiac University 2008 — 2012
Organizational Leadership, Business Administration and Management, General
Money Concepts January 2015 - Present
The MacDonald Tax & Financial Group August 2014 - Present
Index Strategy Advisors July 2013 - December 2014
AspenCross Financial Group June 2012 - June 2013
German League August 2009 - April 2012
Minor League Level July 2004 - June 2009
Montreal Canadiens February 2001 - June 2004
Boston Bruins November 2000 - February 2001
Ottawa Senators October 1998 - June 2000
Minor League Level July 1994 - June 1998
Education
Quinnipiac University 2008 — 2012
Organizational Leadership, Business Administration and Management, General
Derek Sacks's AspenCross Financial Group Experience May 2012 - August 2012
Job Freelance Production Assistant
Industry Media Production
Experience
Manasian, Inc. July 2013 - October 2013
Michigan State Athletics April 2011 - May 2013
AspenCross Financial Group May 2012 - August 2012
Skills
Adobe Creative Suite, Final Cut Pro, Graphic Design, Web Design, Video Production
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Advertising, Second Major in Media Arts & Technology
Manasian, Inc. July 2013 - October 2013
Michigan State Athletics April 2011 - May 2013
AspenCross Financial Group May 2012 - August 2012
Skills
Adobe Creative Suite, Final Cut Pro, Graphic Design, Web Design, Video Production
Education
Michigan State University 2009 — 2013
Bachelor of Arts (BA), Advertising, Second Major in Media Arts & Technology
Jonathan Beni's AspenCross Financial Group Experience December 2004 - August 2015
Job Investment Advisor Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial August 2015 - Present
AspenCross Financial Group December 2004 - August 2015
Bank Hapoalim July 1994 - January 2001
Education
Tel Aviv University 1990 — 1994
BA, Economics
Baystate Financial August 2015 - Present
AspenCross Financial Group December 2004 - August 2015
Bank Hapoalim July 1994 - January 2001
Education
Tel Aviv University 1990 — 1994
BA, Economics
Joshua Marks Joshua Marks's AspenCross Financial Group Experience May 2012 - December 2012
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Gerard Delannoy Jr's AspenCross Financial Group Experience June 2014 - Present
Job Investment Advisor Representative at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group June 2014 - Present
Education
Bryant University 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.67
Community College of Rhode Island 2009 — 2012
Associate's degree, Business Administration and Management, General, GPA 3.49
Cumberland High School 2005 — 2009
High School Diploma
AspenCross Financial Group June 2014 - Present
Education
Bryant University 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.67
Community College of Rhode Island 2009 — 2012
Associate's degree, Business Administration and Management, General, GPA 3.49
Cumberland High School 2005 — 2009
High School Diploma
John Windecker, Esq.'s AspenCross Financial Group Experience May 2010 - January 2012
Job Managing Attorney at Rob Levine & Associates, Ltd.
Industry Law Practice
Experience
Rob Levine & Associates, Ltd. May 2014 - Present
Kirwan Law January 2012 - May 2014
AspenCross Financial Group May 2010 - January 2012
Thrivent Financial for Lutherans June 2001 - May 2010
Lovett Schefrin Harnett April 1990 - May 2001
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Long-term Care, Civil Litigation, Divorce Law, Personal Injury...
Education
Western New England College School of Law 1986 — 1989
JD
Providence College 1982 — 1986
BA, Psychology
Rob Levine & Associates, Ltd. May 2014 - Present
Kirwan Law January 2012 - May 2014
AspenCross Financial Group May 2010 - January 2012
Thrivent Financial for Lutherans June 2001 - May 2010
Lovett Schefrin Harnett April 1990 - May 2001
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Long-term Care, Civil Litigation, Divorce Law, Personal Injury...
Education
Western New England College School of Law 1986 — 1989
JD
Providence College 1982 — 1986
BA, Psychology
Daniel Ebert's AspenCross Financial Group Experience November 2010 - July 2012
Job Sr. Plan Services Account Manager at Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement June 2015 - Present
Santander Bank July 2012 - June 2015
AspenCross Financial Group November 2010 - July 2012
Edward Jones February 2010 - November 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
PFPC 1993 - 1997
Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA
Education
Fitchburg State University 1990 — 1993
Bachelors, Economics
EMPOWER Retirement June 2015 - Present
Santander Bank July 2012 - June 2015
AspenCross Financial Group November 2010 - July 2012
Edward Jones February 2010 - November 2010
Fidelity Investments 2001 - 2009
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
PFPC 1993 - 1997
Skills
401k, Retirement Planning, Profit Sharing, Qualified Retirement..., ESOP, Mutual Funds, Retirement, Series 63, Series 7, Investments, Financial Services, Series 6, Employee Benefits, Securities, Pensions, Relationship Management, Strategic Financial..., Defined Benefit, FINRA
Education
Fitchburg State University 1990 — 1993
Bachelors, Economics
John MacPhee's AspenCross Financial Group Experience March 2011 - March 2014
Job LUXX Cape Cod, LLC; Regional Sales Vice President
Industry Online Media
Experience
LUXX Cape Cod, LLC January 2015 - Present
AspenCross Financial Group March 2011 - March 2014
Lincoln Financial Distributors 2006 - 2008
Allmerica Financial 1989 - 1992
Education
Bates College 1985 — 1989
Bachelor’s Degree, Geology
LUXX Cape Cod, LLC January 2015 - Present
AspenCross Financial Group March 2011 - March 2014
Lincoln Financial Distributors 2006 - 2008
Allmerica Financial 1989 - 1992
Education
Bates College 1985 — 1989
Bachelor’s Degree, Geology
Ray Lazcano's AspenCross Financial Group Experience 2009 - Present
Job Financial Services Professional
Industry Investment Banking
Experience
AspenCross Financial Group 2009 - Present
Viverae, Inc. February 2007 - February 2009
Education
Ithaca College 1985 — 1989
Bachelor of Arts (BA), Speech communication
AspenCross Financial Group 2009 - Present
Viverae, Inc. February 2007 - February 2009
Education
Ithaca College 1985 — 1989
Bachelor of Arts (BA), Speech communication
Jason Apruzzese's AspenCross Financial Group Experience June 2007 - August 2007
Job Fixed Income Credit Analyst at BNY Mellon Wealth Management | MBA | CFA Level II Candidate
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management May 2013 - August 2014
Brown Brothers Harriman April 2012 - August 2012
Pioneer Investments June 2010 - April 2012
Pioneer Investments June 2008 - June 2010
AspenCross Financial Group June 2007 - August 2007
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors
Amherst College 2004 — 2008
Bachelor of Arts, Economics
BNY Mellon Wealth Management August 2014 - Present
BNY Mellon Wealth Management May 2013 - August 2014
Brown Brothers Harriman April 2012 - August 2012
Pioneer Investments June 2010 - April 2012
Pioneer Investments June 2008 - June 2010
AspenCross Financial Group June 2007 - August 2007
Education
Boston University Graduate School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Honors
Amherst College 2004 — 2008
Bachelor of Arts, Economics
Eldon Lawrence's AspenCross Financial Group Experience April 2009 - Present
Job Investment Advisor Representative with AspenCross Financial Group a Member of the John Hancock Financial Network
Industry Financial Services
Experience
AspenCross Financial Group April 2009 - Present
Thrivent Financial for Lutherans September 2007 - March 2009
Prudential Financial September 1989 - April 2007
Education
The American College 2000 — 2000
LUTCF, Life Underwriter Training Council Fellow
AspenCross Financial Group April 2009 - Present
Thrivent Financial for Lutherans September 2007 - March 2009
Prudential Financial September 1989 - April 2007
Education
The American College 2000 — 2000
LUTCF, Life Underwriter Training Council Fellow
Joshua Faulkner's AspenCross Financial Group Experience 2009 - 2012
Job Branch Manager at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. July 2014 - Present
Sovereign Bank July 2012 - August 2013
AspenCross Financial Group 2009 - 2012
New York Life Insurance Company December 2007 - July 2009
Newmediary 2000 - 2002
Skills
Series 63, Series 6, Wealth Management, 401k, Investments
Education
Sacred Heart University 1990 — 1995
BS, Criminal Justice
Santander Bank, N.A. July 2014 - Present
Sovereign Bank July 2012 - August 2013
AspenCross Financial Group 2009 - 2012
New York Life Insurance Company December 2007 - July 2009
Newmediary 2000 - 2002
Skills
Series 63, Series 6, Wealth Management, 401k, Investments
Education
Sacred Heart University 1990 — 1995
BS, Criminal Justice
Shawn McDevitt's AspenCross Financial Group Experience March 2015 - Present
Job Financial Representative at Mutual of America
Industry Financial Services
Experience
Mutual of America September 2015 - Present
AspenCross Financial Group March 2015 - Present
BNY Mellon July 2012 - Present
BNY Mellon September 2010 - July 2012
Skills
Mutual Funds, Banking, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Credit, Outlook, Time Management, Business Analysis, Access, Microsoft Office, Financial Analysis, Finance, Dog Walking, Hip-Hop Dance
Education
Plymouth State University 2005 — 2009
Bachelor's Degree, Business Administration, Minor in Professional Communications
Mutual of America September 2015 - Present
AspenCross Financial Group March 2015 - Present
BNY Mellon July 2012 - Present
BNY Mellon September 2010 - July 2012
Skills
Mutual Funds, Banking, Microsoft Excel, Customer Service, PowerPoint, Risk Management, Credit, Outlook, Time Management, Business Analysis, Access, Microsoft Office, Financial Analysis, Finance, Dog Walking, Hip-Hop Dance
Education
Plymouth State University 2005 — 2009
Bachelor's Degree, Business Administration, Minor in Professional Communications
Robin Hinckley's AspenCross Financial Group Experience June 2010 - June 2011
Job QS/RC Technician at STERIS Isomedix Services
Industry Medical Devices
Experience
STERIS Isomedix Services February 2012 - Present
AspenCross Financial Group June 2010 - June 2011
Sohn & Associates September 2007 - February 2010
Morgan Stanley Dean Witter September 2004 - September 2006
Education
Becker College 1989 — 1991
Associates, Sports Administration/Management
STERIS Isomedix Services February 2012 - Present
AspenCross Financial Group June 2010 - June 2011
Sohn & Associates September 2007 - February 2010
Morgan Stanley Dean Witter September 2004 - September 2006
Education
Becker College 1989 — 1991
Associates, Sports Administration/Management