Bancnorth Investment Group
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Bancnorth Investment Group Employees
Employee
Years
Job
Industry
Jeff Locke, CFP® Jeff Locke, CFP®'s Bancnorth Investment Group Experience 2000 - 2009
Job Registered Principal LPL Financial
Industry Financial Services
Experience
LPL Financial January 2010 - Present
Northeast Planning Associates January 2010 - Present
TD Banknorth 2000 - 2009
Bancnorth Investment Group 2000 - 2009
Northeast Planning Associates June 1998 - 2000
Liberty Securities Corporation/ IFMG 1995 - 1997
Skills
Insurance, Banking, Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Certified Financial..., Fixed Annuities, Investment Management, Life Insurance, Securities Regulation, Risk Management, Practice Management, Real Estate, Recruiting, Brokerage, Series 6, Investment Strategies, Strategic Financial..., Alternative Investments, Series 24, Business Development, Asset Management, IRAs, Portfolio Management, Broker-Dealer, Investment Advisory, 401k, Series 65, FINRA, Securities, Series 63, Financial Services, Wealth, Series 7, Financial Advisory, Compliance, Financial Planning, Best Practices, Sales Compensation, CFP, Sales Management, Sales Rep Training, Employee Referral..., LPL Registered Principal, LPL Registered...
Education
Ivey Business School at Western University 2007 — 2008
Leadership Academy
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Western Connecticut State University 1974 — 1978
BA
LPL Financial January 2010 - Present
Northeast Planning Associates January 2010 - Present
TD Banknorth 2000 - 2009
Bancnorth Investment Group 2000 - 2009
Northeast Planning Associates June 1998 - 2000
Liberty Securities Corporation/ IFMG 1995 - 1997
Skills
Insurance, Banking, Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Certified Financial..., Fixed Annuities, Investment Management, Life Insurance, Securities Regulation, Risk Management, Practice Management, Real Estate, Recruiting, Brokerage, Series 6, Investment Strategies, Strategic Financial..., Alternative Investments, Series 24, Business Development, Asset Management, IRAs, Portfolio Management, Broker-Dealer, Investment Advisory, 401k, Series 65, FINRA, Securities, Series 63, Financial Services, Wealth, Series 7, Financial Advisory, Compliance, Financial Planning, Best Practices, Sales Compensation, CFP, Sales Management, Sales Rep Training, Employee Referral..., LPL Registered Principal, LPL Registered...
Education
Ivey Business School at Western University 2007 — 2008
Leadership Academy
College for Financial Planning 1988 — 1990
CFP, Financial Planning
Western Connecticut State University 1974 — 1978
BA
Abigail Gallagher Abigail Gallagher's Bancnorth Investment Group Experience January 2005 - May 2006
Job Paraprofessional at Howe, Riley & Howe, PLLC
Industry Accounting
Experience
Howe, Riley & Howe, PLLC April 2012 - Present
Bostonpost Technology October 2008 - March 2012
Bostonpost Technology August 2006 - October 2008
Bancnorth Investment Group January 2005 - May 2006
Portamedic January 2000 - January 2005
Skills
Quickbooks, Intacct, Microsoft Office, Excel, Customer Service, General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Financial Reporting, Financial Analysis, Payroll, Reconciliation, Salesforce.com, Auditing, Tax Preparation, Accounting, Account Reconciliation, Tax, QuickBooks, Microsoft Excel, GAAP, Bookkeeping, Financial Accounting, Bank Reconciliation, Corporate Tax, Internal Controls, Financial Statements
Education
New Hampshire Technical Institute
Accounting
Champlain College
Howe, Riley & Howe, PLLC April 2012 - Present
Bostonpost Technology October 2008 - March 2012
Bostonpost Technology August 2006 - October 2008
Bancnorth Investment Group January 2005 - May 2006
Portamedic January 2000 - January 2005
Skills
Quickbooks, Intacct, Microsoft Office, Excel, Customer Service, General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Financial Reporting, Financial Analysis, Payroll, Reconciliation, Salesforce.com, Auditing, Tax Preparation, Accounting, Account Reconciliation, Tax, QuickBooks, Microsoft Excel, GAAP, Bookkeeping, Financial Accounting, Bank Reconciliation, Corporate Tax, Internal Controls, Financial Statements
Education
New Hampshire Technical Institute
Accounting
Champlain College
Chuck von Bruns Chuck von Bruns's Bancnorth Investment Group Experience March 2003 - April 2008
Job
Industry Environmental Services
Experience
MSW Power Corporation September 2012 - Present
IST Energy December 2008 - September 2012
Bancnorth Investment Group March 2003 - April 2008
Eastern Bank January 2000 - December 2002
Schafer Corporation May 1985 - November 1996
Skills
Waste to Energy, Strategic Planning, Sustainability, Product Development, Sustainable Energy
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MS
Marlboro College 1968 — 1972
BA
MSW Power Corporation September 2012 - Present
IST Energy December 2008 - September 2012
Bancnorth Investment Group March 2003 - April 2008
Eastern Bank January 2000 - December 2002
Schafer Corporation May 1985 - November 1996
Skills
Waste to Energy, Strategic Planning, Sustainability, Product Development, Sustainable Energy
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1981
MS
Marlboro College 1968 — 1972
BA
Chad Jackson Chad Jackson's Bancnorth Investment Group Experience November 2007 - March 2009
Job Transforming workplace communication through software
Industry Computer Software
Experience
The Marlin Company July 2014 - Present
McKesson / Moore Medical March 2012 - June 2014
Hobson Associates February 2011 - October 2011
ProWay March 2009 - February 2011
Bancnorth Investment Group November 2007 - March 2009
ING U.S. February 2007 - September 2007
Travelers Life & Annuity / MetLife October 2003 - February 2007
American Express Financial Advisors December 2001 - February 2003
RJS Associates March 2000 - October 2001
Skills
New Business Development, Salesforce.com, Sales, Account Management, Sales Process, Sales Operations, Consultative Sales..., Relationship Management, Market Research, Investments, CRM, Cold Calling, Lead Generation, Business Development, Business Planning, Customer Retention, Insurance, Sales Presentations, Solution Selling, Strategic Partnerships, B2B, Time Management, Marketing, Strategy, Financial Services, Building Relationships, Customer Acquisition, Strategic Planning, Competitive Analysis, Networking, Direct Sales, Negotiation, Management, Sales Management, SaaS
Education
Eastern Connecticut State University
Business
Three Rivers Community College
Liberal Arts
The Marlin Company July 2014 - Present
McKesson / Moore Medical March 2012 - June 2014
Hobson Associates February 2011 - October 2011
ProWay March 2009 - February 2011
Bancnorth Investment Group November 2007 - March 2009
ING U.S. February 2007 - September 2007
Travelers Life & Annuity / MetLife October 2003 - February 2007
American Express Financial Advisors December 2001 - February 2003
RJS Associates March 2000 - October 2001
Skills
New Business Development, Salesforce.com, Sales, Account Management, Sales Process, Sales Operations, Consultative Sales..., Relationship Management, Market Research, Investments, CRM, Cold Calling, Lead Generation, Business Development, Business Planning, Customer Retention, Insurance, Sales Presentations, Solution Selling, Strategic Partnerships, B2B, Time Management, Marketing, Strategy, Financial Services, Building Relationships, Customer Acquisition, Strategic Planning, Competitive Analysis, Networking, Direct Sales, Negotiation, Management, Sales Management, SaaS
Education
Eastern Connecticut State University
Business
Three Rivers Community College
Liberal Arts
Thomas (Tommy) DeCourcy Thomas (Tommy) DeCourcy's Bancnorth Investment Group Experience Research AnalystPrime, Buchholz & Associates2004 - 2008
Job Financial Advisor at Bancnorth Investment Group
Industry Financial Services
Experience
Bancnorth Investment Group Research AnalystPrime, Buchholz & Associates2004 - 2008
Putnam Investments 2003 - 2004
Education
Merrimack College 2000 — 2003
B.S. in Management Administration, Finance
Bancnorth Investment Group Research AnalystPrime, Buchholz & Associates2004 - 2008
Putnam Investments 2003 - 2004
Education
Merrimack College 2000 — 2003
B.S. in Management Administration, Finance
Colleen Lange's Bancnorth Investment Group Experience October 2003 - October 2006
Job HR Administrative Assistant at Alorica
Industry Warehousing
Experience
Alorica September 2014 - Present
CCO Investment Services December 2007 - April 2014
Citizens Bank April 2009 - November 2012
Amoskeag Women’s Rugby Club March 2009 - March 2011
Bath and Body Works November 2006 - November 2008
Blue River Canyon Day Spa and Store September 2007 - December 2007
Creature Comforts December 2006 - September 2007
Bancnorth Investment Group October 2003 - October 2006
Pellenz and Thomas, P.L.L.C April 2003 - September 2003
Kanu Customized, Inc October 2002 - September 2003
Skills
Customer Service, Fundraising, Management, Sales, Administrative..., Research, Microsoft Office, Nonprofits, Invoicing, Administration, Human Resources, Leadership, Sales Management
Education
New England College 1996 — 2000
Bachelor of Arts, Business, Business
Alorica September 2014 - Present
CCO Investment Services December 2007 - April 2014
Citizens Bank April 2009 - November 2012
Amoskeag Women’s Rugby Club March 2009 - March 2011
Bath and Body Works November 2006 - November 2008
Blue River Canyon Day Spa and Store September 2007 - December 2007
Creature Comforts December 2006 - September 2007
Bancnorth Investment Group October 2003 - October 2006
Pellenz and Thomas, P.L.L.C April 2003 - September 2003
Kanu Customized, Inc October 2002 - September 2003
Skills
Customer Service, Fundraising, Management, Sales, Administrative..., Research, Microsoft Office, Nonprofits, Invoicing, Administration, Human Resources, Leadership, Sales Management
Education
New England College 1996 — 2000
Bachelor of Arts, Business, Business
Heather L. Lemon, AAMS, CRPC, AIF's Bancnorth Investment Group Experience March 2005 - October 2008
Job Financial Consultant at NBT Financial Services Focusing on 401(k) and Small Business Retirement Plans
Industry Financial Services
Experience
Antell + Company Financial Stategies, a subsidiary of NBT Financial Services April 2012 - Present
Antell + Company Financial Strategies, LLC. October 2008 - April 2012
Bancnorth Investment Group March 2005 - October 2008
Chittenden Securities, Inc. May 2003 - March 2005
A.G. Edwards January 2001 - April 2003
Skills
401(k) Plans, Small Business..., Retirement Planning, Investment Strategies, Series 7, Series 63, Series 24, Investment Advisory..., Investments, Securities, Financial Services, Finance, Insurance, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management
Education
Keene State College 1991 — 1995
Bachelor of Science (B.S.)
Antell + Company Financial Stategies, a subsidiary of NBT Financial Services April 2012 - Present
Antell + Company Financial Strategies, LLC. October 2008 - April 2012
Bancnorth Investment Group March 2005 - October 2008
Chittenden Securities, Inc. May 2003 - March 2005
A.G. Edwards January 2001 - April 2003
Skills
401(k) Plans, Small Business..., Retirement Planning, Investment Strategies, Series 7, Series 63, Series 24, Investment Advisory..., Investments, Securities, Financial Services, Finance, Insurance, Wealth Management, Financial Planning, Mutual Funds, Retirement, Portfolio Management
Education
Keene State College 1991 — 1995
Bachelor of Science (B.S.)
David Lopez, MBA, CRPC's Bancnorth Investment Group Experience 2007 - 2009
Job Adjunct Professor at Babson College
Industry Higher Education
Experience
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Jamie Fullerton Jamie Fullerton's Bancnorth Investment Group Experience 1999 - 2005
Job Human Resources at Back Cove Yachts
Industry Maritime
Experience
Back Cove Yachts December 2013 - Present
IntriCon Corp March 2012 - December 2013
RSU 23 2010 - 2011
TD Insurance 2005 - 2010
Bancnorth Investment Group 1999 - 2005
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Negotiation, Strategic Planning, Operations Management, Logistics, Leadership, Accounting, Financial Planning
Education
University of Maine at Augusta
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Back Cove Yachts December 2013 - Present
IntriCon Corp March 2012 - December 2013
RSU 23 2010 - 2011
TD Insurance 2005 - 2010
Bancnorth Investment Group 1999 - 2005
Skills
Microsoft Office, Customer Service, Project Management, Microsoft Excel, Negotiation, Strategic Planning, Operations Management, Logistics, Leadership, Accounting, Financial Planning
Education
University of Maine at Augusta
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Jennifer Abramson Jennifer Abramson's Bancnorth Investment Group Experience July 2006 - October 2007
Job Office Administrator at Second Congregational Church of Greenfield
Industry Insurance
Experience
Second Congregational Church of Greenfield April 2014 - Present
MVP Health Care October 2007 - February 2014
Bancnorth Investment Group July 2006 - October 2007
Staples July 2005 - July 2006
Skills
Sales, Employee Wellness..., Wellness, Employee Wellness, Employee Benefits, Customer Service, Selling
Education
Keene State College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Second Congregational Church of Greenfield April 2014 - Present
MVP Health Care October 2007 - February 2014
Bancnorth Investment Group July 2006 - October 2007
Staples July 2005 - July 2006
Skills
Sales, Employee Wellness..., Wellness, Employee Wellness, Employee Benefits, Customer Service, Selling
Education
Keene State College 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Sean Doucette, CRPC Sean Doucette, CRPC's Bancnorth Investment Group Experience 2008 - 2009
Job Financial Advisor at American Financial Partners
Industry Financial Services
Experience
American Financial Partners January 2013 - Present
The Great Escape, playcafe November 2010 - Present
MassMutual Financial Group June 2012 - February 2013
Bancnorth Investment Group 2008 - 2009
TD Bank 2008 - 2009
Fidelity Investments March 2006 - December 2007
Skills
Retirement, Strategic Financial..., Disability Insurance, Insurance, Long Term Care Insurance
Education
Minnesota State University, Moorhead
Worcester State University
BS, Business
American Financial Partners January 2013 - Present
The Great Escape, playcafe November 2010 - Present
MassMutual Financial Group June 2012 - February 2013
Bancnorth Investment Group 2008 - 2009
TD Bank 2008 - 2009
Fidelity Investments March 2006 - December 2007
Skills
Retirement, Strategic Financial..., Disability Insurance, Insurance, Long Term Care Insurance
Education
Minnesota State University, Moorhead
Worcester State University
BS, Business
Bridget Kane's Bancnorth Investment Group Experience June 2005 - August 2005
Job Trusts & Estates Associate at Newman & Newman P.C.
Industry Law Practice
Experience
Newman & Newman, P.C. AssociateWilentz, Goldman & Spitzer, P.A.June 2013 - May 2015
Law Office of Richard J. Katz, LLP January 2013 - July 2013
Magistrate Judge Madeline Arleo; United States District Court for the District of New Jersey November 2011 - September 2012
Chief Judge Garrett E. Brown, Jr.; United States District Court, District of New Jersey January 2011 - June 2011
United States District Court for the District of New Jersey January 2011 - May 2011
Wilentz, Goldman & Spitzer October 2009 - May 2011
United States District Court for the District of New Jersey May 2009 - August 2009
Teach for America June 2006 - January 2008
Wells Daisley Rabon, PA June 2007 - August 2007
Bancnorth Investment Group June 2005 - August 2005
Skills
Justice, Legislative, Litigation, Social Change, Social Justice, Public Policy, Political Science, Education Policy, Legislative Relations, Torts, Personal Injury, Hearings, Legal Research, Appeals, Class Actions, Copyright Law, Politics, Legal Writing, Patents, Civil Litigation, Criminal Defense, Westlaw, Courts, Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2011
J.D., Litigation and Criminal Law & Procedure
Davidson College 2002 — 2006
BA, Political Science
Newman & Newman, P.C. AssociateWilentz, Goldman & Spitzer, P.A.June 2013 - May 2015
Law Office of Richard J. Katz, LLP January 2013 - July 2013
Magistrate Judge Madeline Arleo; United States District Court for the District of New Jersey November 2011 - September 2012
Chief Judge Garrett E. Brown, Jr.; United States District Court, District of New Jersey January 2011 - June 2011
United States District Court for the District of New Jersey January 2011 - May 2011
Wilentz, Goldman & Spitzer October 2009 - May 2011
United States District Court for the District of New Jersey May 2009 - August 2009
Teach for America June 2006 - January 2008
Wells Daisley Rabon, PA June 2007 - August 2007
Bancnorth Investment Group June 2005 - August 2005
Skills
Justice, Legislative, Litigation, Social Change, Social Justice, Public Policy, Political Science, Education Policy, Legislative Relations, Torts, Personal Injury, Hearings, Legal Research, Appeals, Class Actions, Copyright Law, Politics, Legal Writing, Patents, Civil Litigation, Criminal Defense, Westlaw, Courts, Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2008 — 2011
J.D., Litigation and Criminal Law & Procedure
Davidson College 2002 — 2006
BA, Political Science
Anthony Durkan's Bancnorth Investment Group Experience February 2008 - June 2009
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Dana Fleck's Bancnorth Investment Group Experience July 2002 - August 2006
Job Compliance Advisor at Fidelity Personal Investments
Industry Financial Services
Experience
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
Fidelity Investments September 2006 - Present
Bancnorth Investment Group July 2002 - August 2006
Fidelity Capital Markets January 1998 - January 2000
Skills
Series 7, Social Media Compliance, Investments, Financial Risk, Trading, Retirement, Securities, Series 24, FINRA, Mutual Funds, Series 63, Credit, Credit Risk, Financial Services
Education
Northeastern University 1994 — 1998
College, Business Adminstration
Gary Spivak's Bancnorth Investment Group Experience 2008 - 2009
Job Media Relations at Sin Spirits
Industry Financial Services
Experience
Sin Spirits January 2010 - Present
Awesome Wings Burgers & Dogs March 2010 - August 2010
North Jersey Federal Credit Union January 2009 - October 2009
TD Bank October 2008 - June 2009
Bancnorth Investment Group 2008 - 2009
Nationwide Planning Associates 2001 - 2008
Kmart Corporation 1993 - 1998
Kmart Fashion Corp 1993 - 1998
Kmart Fashion Corp 1993 - 1998
Kmart Fashions 1993 - 1998
Education
New Jersey Institute of Technology 1993 — 1999
MS, Management
Ramapo College of New Jersey 1990 — 1992
BS, Business
Sin Spirits January 2010 - Present
Awesome Wings Burgers & Dogs March 2010 - August 2010
North Jersey Federal Credit Union January 2009 - October 2009
TD Bank October 2008 - June 2009
Bancnorth Investment Group 2008 - 2009
Nationwide Planning Associates 2001 - 2008
Kmart Corporation 1993 - 1998
Kmart Fashion Corp 1993 - 1998
Kmart Fashion Corp 1993 - 1998
Kmart Fashions 1993 - 1998
Education
New Jersey Institute of Technology 1993 — 1999
MS, Management
Ramapo College of New Jersey 1990 — 1992
BS, Business
William Ennis, CFP's Bancnorth Investment Group Experience January 2008 - July 2009
Job Retirement Income Planning
Industry Financial Services
Experience
Strategic Income Solutions January 2013 - Present
DCU Financial January 2009 - July 2011
Bancnorth Investment Group January 2008 - July 2009
Legg Mason/Smith Barney January 2005 - March 2008
Skills
Wealth Management, Insurance, Investment Strategies, Asset Allocation
Education
Boston University 1991 — 1995
CFP, Financial Planning
Georgetown University 1969 — 1971
Master of Science (MS), Physiology, General
Catholic University of America 1965 — 1969
Bachelor of Arts (B.A.), Biology, General
Strategic Income Solutions January 2013 - Present
DCU Financial January 2009 - July 2011
Bancnorth Investment Group January 2008 - July 2009
Legg Mason/Smith Barney January 2005 - March 2008
Skills
Wealth Management, Insurance, Investment Strategies, Asset Allocation
Education
Boston University 1991 — 1995
CFP, Financial Planning
Georgetown University 1969 — 1971
Master of Science (MS), Physiology, General
Catholic University of America 1965 — 1969
Bachelor of Arts (B.A.), Biology, General
Debi McMillan-Lynch's Bancnorth Investment Group Experience May 2007 - March 2009
Job TD Ameritrade Strategic Alliance Manager at TD
Industry Financial Services
Experience
TD June 2014 - Present
TD Bank Group January 2012 - June 2014
TD Bank, America's Most Convenient Bank July 2010 - December 2011
TD Wealth Management Services Inc March 2009 - July 2010
Bancnorth Investment Group May 2007 - March 2009
TD Waterhouse March 1991 - May 2007
Skills
Leadership, Retail Banking, Banking, Project Management, Portfolio Management, Sales, Business Analysis, Financial Advisory, Relationship Management, Call Centers, Credit, Finance, Mortgage Lending, Risk Management, Business Development, Wealth Management, Mutual Funds, Investments, Financial Analysis, Coaching, Securities
Education
Bishop's University 1981 — 1984
BBA, Business
TD June 2014 - Present
TD Bank Group January 2012 - June 2014
TD Bank, America's Most Convenient Bank July 2010 - December 2011
TD Wealth Management Services Inc March 2009 - July 2010
Bancnorth Investment Group May 2007 - March 2009
TD Waterhouse March 1991 - May 2007
Skills
Leadership, Retail Banking, Banking, Project Management, Portfolio Management, Sales, Business Analysis, Financial Advisory, Relationship Management, Call Centers, Credit, Finance, Mortgage Lending, Risk Management, Business Development, Wealth Management, Mutual Funds, Investments, Financial Analysis, Coaching, Securities
Education
Bishop's University 1981 — 1984
BBA, Business
Claudia Criscitelli's Bancnorth Investment Group Experience 2002 - Present
Job Financial Advisor at Bancnorth Investment Group
Industry Financial Services
Experience
Bancnorth Investment Group 2002 - Present
TD Banknorth 2002 - Present
TD Wealth Management 2002 - Present
State Street Bank & Trust January 2000 - October 2002
Education
Boston University 1998 — 2002
Bancnorth Investment Group 2002 - Present
TD Banknorth 2002 - Present
TD Wealth Management 2002 - Present
State Street Bank & Trust January 2000 - October 2002
Education
Boston University 1998 — 2002
Joseph Caggiano III, CRPC, CLTC's Bancnorth Investment Group Experience May 2005 - June 2006
Job Investment Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Merrill Edge July 2014 - Present
John Hancock Financial Services January 2013 - July 2014
John Hancock Mutual Funds June 2007 - January 2013
CCO Investment Services Corp. June 2006 - June 2007
Bancnorth Investment Group May 2005 - June 2006
Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6
Education
Southern New Hampshire University
Richard A. Sherman, C.F.P.'s Bancnorth Investment Group Experience May 2002 - October 2006
Job CoDirector at Falmouth Education Foundation Flag Day 5K, June 14, 2015
Industry Insurance
Experience
John Todd Ecological Design June 2013 - Present
Falmouth Flag Day 5K April 2011 - Present
Sherman Financial and Insurance October 2006 - Present
Bancnorth Investment Group May 2002 - October 2006
Skills
Insurance, Investments, Finance, Time Management, Life Insurance, Health Insurance, Underwriting, Long-term Care, Property & Casualty..., Employee Benefits, Commercial Insurance, Disability Insurance, Strategic Planning, Strategic Financial..., Customer Service, Term Life Insurance, Fixed Annuities, Risk Management, Workers Compensation, Brokers
Education
Worcester State University 1980 — 1984
C.A.G.S., Administration
Springfield College 1972 — 1973
M.Ed., Community Service
Fordham University 1965 — 1969
B.A., Communications/Spanish
Chaminade High School, NY
John Todd Ecological Design June 2013 - Present
Falmouth Flag Day 5K April 2011 - Present
Sherman Financial and Insurance October 2006 - Present
Bancnorth Investment Group May 2002 - October 2006
Skills
Insurance, Investments, Finance, Time Management, Life Insurance, Health Insurance, Underwriting, Long-term Care, Property & Casualty..., Employee Benefits, Commercial Insurance, Disability Insurance, Strategic Planning, Strategic Financial..., Customer Service, Term Life Insurance, Fixed Annuities, Risk Management, Workers Compensation, Brokers
Education
Worcester State University 1980 — 1984
C.A.G.S., Administration
Springfield College 1972 — 1973
M.Ed., Community Service
Fordham University 1965 — 1969
B.A., Communications/Spanish
Chaminade High School, NY
Linda Vokey's Bancnorth Investment Group Experience January 2004 - October 2009
Job Administrative Officer Infinex Investments at Cape Cod Five
Industry Financial Services
Experience
Cape Cod Five January 2013 - Present
Infinex Investments January 2012 - January 2013
Martha's Vineyard Financial Group July 2010 - January 2012
Bancnorth Investment Group January 2004 - October 2009
CCBT Brokerage Direct January 1998 - January 2004
CCBT Brokerage Direct January 1996 - January 1998
Skills
Investments, Financial Services, Wealth Management, Finance, Portfolio Management, Asset Management, Retirement Planning, Banking, Series 7, Customer Service, Financial Advisory, Equities, Asset Allocation, Strategic Planning, Credit Analysis, Credit, Financial Analysis, Wealth, Team Building, Investment Strategies, PowerPoint, Budgets, Series 24, Series 63, Series 27, Series 65, Life Accident and...
Education
New England College of Business and Finance 2012 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Cape Cod Community College 1992 — 1994
AA, Business Management
Cape Cod Five January 2013 - Present
Infinex Investments January 2012 - January 2013
Martha's Vineyard Financial Group July 2010 - January 2012
Bancnorth Investment Group January 2004 - October 2009
CCBT Brokerage Direct January 1998 - January 2004
CCBT Brokerage Direct January 1996 - January 1998
Skills
Investments, Financial Services, Wealth Management, Finance, Portfolio Management, Asset Management, Retirement Planning, Banking, Series 7, Customer Service, Financial Advisory, Equities, Asset Allocation, Strategic Planning, Credit Analysis, Credit, Financial Analysis, Wealth, Team Building, Investment Strategies, PowerPoint, Budgets, Series 24, Series 63, Series 27, Series 65, Life Accident and...
Education
New England College of Business and Finance 2012 — 2015
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Cape Cod Community College 1992 — 1994
AA, Business Management
Jack Planchard's Bancnorth Investment Group Experience March 2008 - April 2010
Job President of JSR Advisors LLC at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services
Farmers Insurance November 2012 - Present
TD Ameritrade April 2010 - June 2012
TD Wealth Management Services Inc. April 2008 - April 2010
Bancnorth Investment Group March 2008 - April 2010
New York Life Insurance Company April 2006 - April 2008
New York Life New York Life March 2006 - March 2008
JP Financial January 2002 - March 2006
MONY December 1999 - January 2002
Mony Group January 1999 - January 2002
David Lerner Associates, inc. 1998 - 1998
Skills
Annuities, Bonds, Securities, Asset, Investment Products, Series 7, Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Investments, Asset Management, Investment Advisory, Portfolio Management, Insurance, 401k, Financial Analysis, Pensions, Retirement, Investment Strategies, Fixed Income, Banking, Long Term Care, Risk Management, Wealth, IRA's, Alternative Investments, Financial Planning, Equities, Insurance Planning, Brokerage, Estate Planning, Due Diligence, Small Business, Options, Series 65, Financial Advisory, ETFs, Financial Markets, Trading
Education
Ramapo College of New Jersey 1997 — 1998
BS, Finance
Rutgers Business School 1995 — 1997
BS, Finance
Bergen Community College 1992 — 1994
Associate of Science (AS), Business, Management, Marketing, and Related Support Services