Baystate Financial
Industry: Company
DescriptionFounded: 1901 Subsidiaries: The Scanlon Group, Strategic Financial Partners
Baystate Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Baystate Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Baystate Financial Employees
Employee
Years
Job
Industry
Alexa Brynes Alexa Brynes's Baystate Financial Experience July 2013 - August 2013
Job Intern at Atlantic Abatement & Construction
Industry Construction
Experience
Bassett's Inn July 2011 - September 2014
Baystate Financial July 2013 - August 2013
Skills
Customer Satisfaction, Time Management, Hospitality, Data Entry, Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Teamwork, Leadership, Communication
Education
University of Rhode Island 2011 — 2015
Bachelor's Degree, Global Business
Fudan University 2014 — 2014
Bachelor's Degree, Global Business
Bassett's Inn July 2011 - September 2014
Baystate Financial July 2013 - August 2013
Skills
Customer Satisfaction, Time Management, Hospitality, Data Entry, Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, PowerPoint, Teamwork, Leadership, Communication
Education
University of Rhode Island 2011 — 2015
Bachelor's Degree, Global Business
Fudan University 2014 — 2014
Bachelor's Degree, Global Business
Christopher McIntosh Christopher McIntosh's Baystate Financial Experience August 2014 - Present
Job Chief Marketing Officer at Baystate Financial
Industry Financial Services
Experience
Baystate Financial August 2014 - Present
Boston Business Journal January 2010 - May 2014
Mass High Tech December 2011 - April 2014
Haute Living Magazine December 2009 - January 2010
Curto Media / Robb Report 2004 - 2009
Boston Business Journal 1996 - 2004
Green Book 1991 - 1996
Skills
Publishing, Digital Media, Social Media, Public Relations, Media Relations, Email Marketing, Social Media Marketing, Blogging, Press Releases, Advertising, Marketing, Strategy, Start-ups, New Business Development, Advertising Sales, SEO, Journalism, Newsletters, Lead Generation, Digital Marketing, Management, Magazines, Facebook, Social Networking, Marketing Strategy, Digital Strategy, SEM, Leadership, Integrated Marketing, Event Management, Sales, Online Advertising, Newspapers, Fundraising, Publications, Marketing Communications, Editorial, Copywriting, Online Marketing, Copy Editing, New Media, Content Strategy, Content Development, Publicity, Media Planning, Strategic Partnerships, Editing, Brand Development, Web Content, Content Management
Education
Assumption College 1987 — 1991
BA, Sociology & Chemistry
Baystate Financial August 2014 - Present
Boston Business Journal January 2010 - May 2014
Mass High Tech December 2011 - April 2014
Haute Living Magazine December 2009 - January 2010
Curto Media / Robb Report 2004 - 2009
Boston Business Journal 1996 - 2004
Green Book 1991 - 1996
Skills
Publishing, Digital Media, Social Media, Public Relations, Media Relations, Email Marketing, Social Media Marketing, Blogging, Press Releases, Advertising, Marketing, Strategy, Start-ups, New Business Development, Advertising Sales, SEO, Journalism, Newsletters, Lead Generation, Digital Marketing, Management, Magazines, Facebook, Social Networking, Marketing Strategy, Digital Strategy, SEM, Leadership, Integrated Marketing, Event Management, Sales, Online Advertising, Newspapers, Fundraising, Publications, Marketing Communications, Editorial, Copywriting, Online Marketing, Copy Editing, New Media, Content Strategy, Content Development, Publicity, Media Planning, Strategic Partnerships, Editing, Brand Development, Web Content, Content Management
Education
Assumption College 1987 — 1991
BA, Sociology & Chemistry
George Mullin Jr's Baystate Financial Experience January 2015 - Present
Job MetLife Securities Financial Planner & Investment Advisor Representative
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
MetLife Financial Group of Massachusetts March 2008 - January 2015
National Association for the Self Employed November 2007 - March 2008
Deluxe Small Business Services June 2004 - October 2007
Chiswick, Inc April 1996 - June 2004
Skills
Estate Conservation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Wealth Accumulation, Exit Strategies, Investments, Wealth Management..., Investment Advisory, Mutual Funds, Variable Annuities, Fixed Annuities, Education Funding, Insurance Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales, Financial Services, Financial Advisory, Employee Benefits, Securities, Insurance, Series 63, Series 6
Education
Framingham State University 1996 — 2000
Business Administration and Management, General
Lincoln-Sudbury Regional High 1992 — 1996
Graduated, General Education
The American College
Financial Planning and Services
Baystate Financial January 2015 - Present
MetLife Financial Group of Massachusetts March 2008 - January 2015
National Association for the Self Employed November 2007 - March 2008
Deluxe Small Business Services June 2004 - October 2007
Chiswick, Inc April 1996 - June 2004
Skills
Estate Conservation..., Wealth Preservation..., Retirement Planning, Retirement Income..., Wealth Accumulation, Exit Strategies, Investments, Wealth Management..., Investment Advisory, Mutual Funds, Variable Annuities, Fixed Annuities, Education Funding, Insurance Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, Sales, Financial Services, Financial Advisory, Employee Benefits, Securities, Insurance, Series 63, Series 6
Education
Framingham State University 1996 — 2000
Business Administration and Management, General
Lincoln-Sudbury Regional High 1992 — 1996
Graduated, General Education
The American College
Financial Planning and Services
David Medick David Medick's Baystate Financial Experience December 2014 - Present
Job Managing Sales Director at Baystate Financial
Industry Financial Services
Experience
Baystate Financial December 2014 - Present
Ameriprise Financial Services, Inc. September 2001 - December 2014
Education
Baylor University 1997 — 2001
B.B.A., Finance and Financial Planning
Baystate Financial December 2014 - Present
Ameriprise Financial Services, Inc. September 2001 - December 2014
Education
Baylor University 1997 — 2001
B.B.A., Finance and Financial Planning
Catherine Powers's Baystate Financial Experience January 2015 - Present
Job Administrative Assistant at Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
Qi Works Studio, LLC June 2014 - November 2014
Aramark August 2013 - May 2014
Qi Works Studio, LLC May 2010 - December 2012
Middleton Place Foundation April 2012 - October 2012
Skills
Public Relations, Marketing Strategy, Advertising, Newsletters, Public Speaking, Marketing Plan Creation, Social Media Marketing, Social Media, Hootsuite, Quickbooks, Marketing Management, Marketing Research, Scheduling, Website Management, Website Development, Newsletter Design, Newsletter Writing, Editing Newsletters, Website Redesign, Filing, Outstanding Customer..., Data Entry, Event Management, Web Design, Customer Service, Editing, Marketing Communications, Social Networking, Event Planning
Education
College of Charleston 2011 — 2014
Bachelor of Science (BS), Sociology, minor in English
Greenville Technical College 2004 — 2005
Baystate Financial January 2015 - Present
Qi Works Studio, LLC June 2014 - November 2014
Aramark August 2013 - May 2014
Qi Works Studio, LLC May 2010 - December 2012
Middleton Place Foundation April 2012 - October 2012
Skills
Public Relations, Marketing Strategy, Advertising, Newsletters, Public Speaking, Marketing Plan Creation, Social Media Marketing, Social Media, Hootsuite, Quickbooks, Marketing Management, Marketing Research, Scheduling, Website Management, Website Development, Newsletter Design, Newsletter Writing, Editing Newsletters, Website Redesign, Filing, Outstanding Customer..., Data Entry, Event Management, Web Design, Customer Service, Editing, Marketing Communications, Social Networking, Event Planning
Education
College of Charleston 2011 — 2014
Bachelor of Science (BS), Sociology, minor in English
Greenville Technical College 2004 — 2005
Amanda DiBenedetto Amanda DiBenedetto's Baystate Financial Experience January 2015 - May 2015
Job Accounts Receivable Analyst at Fresenius Medical Care
Industry Financial Services
Experience
Fresenius Medical Care June 2015 - Present
Baystate Financial January 2015 - May 2015
Salve Regina University September 2014 - May 2015
Chipotle Mexican Grill June 2013 - May 2015
Salve Regina University September 2012 - May 2015
Novartis June 2014 - August 2014
James L. Maher Center September 2013 - May 2014
Hallmark Health System, Inc. May 2013 - August 2013
Dr. Mindy Kopolow June 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Social Media, Public Speaking, Teamwork, Time Management, Interviews, Human Resources, Data Entry, Research, Customer Service, Social Networking
Education
Salve Regina University 2011 — 2015
Bachelor's Degree, Business, 3.686
Mystic Valley Regional Charter School 1998 — 2011
High School Diploma
Fresenius Medical Care June 2015 - Present
Baystate Financial January 2015 - May 2015
Salve Regina University September 2014 - May 2015
Chipotle Mexican Grill June 2013 - May 2015
Salve Regina University September 2012 - May 2015
Novartis June 2014 - August 2014
James L. Maher Center September 2013 - May 2014
Hallmark Health System, Inc. May 2013 - August 2013
Dr. Mindy Kopolow June 2009 - August 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Social Media, Public Speaking, Teamwork, Time Management, Interviews, Human Resources, Data Entry, Research, Customer Service, Social Networking
Education
Salve Regina University 2011 — 2015
Bachelor's Degree, Business, 3.686
Mystic Valley Regional Charter School 1998 — 2011
High School Diploma
Christopher Riffle Christopher Riffle's Baystate Financial Experience January 2013 - Present
Job Financial Professional, Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2013 - Present
AXA Advisors November 2002 - January 2013
Raymond James Financial February 2009 - November 2010
Education
Union College 1998 — 2002
BS, Economics
University School 1994 — 1998
Bachelor of Arts (BA), Economics
Baystate Financial January 2013 - Present
AXA Advisors November 2002 - January 2013
Raymond James Financial February 2009 - November 2010
Education
Union College 1998 — 2002
BS, Economics
University School 1994 — 1998
Bachelor of Arts (BA), Economics
Tony Leonardo Tony Leonardo's Baystate Financial Experience 2007 - Present
Job Vice President at Baystate Financial
Industry Financial Services
Experience
Baystate Financial 2007 - Present
Capital Analysts of NE 2003 - 2006
New England Financial 1983 - 2003
Skills
Mutual Funds, Investments, Alternative Investment..., Direct Participation..., Coaching, Advisory Services
Education
Bowdoin College 1970 — 1974
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Framingham South HS
Baystate Financial 2007 - Present
Capital Analysts of NE 2003 - 2006
New England Financial 1983 - 2003
Skills
Mutual Funds, Investments, Alternative Investment..., Direct Participation..., Coaching, Advisory Services
Education
Bowdoin College 1970 — 1974
Bachelor's degree, Classics and Classical Languages, Literatures, and Linguistics
Framingham South HS
John A O'Keefe III John A O'Keefe III's Baystate Financial Experience October 2012 - Present
Job Financial Services Representative, Financial Advisor Baystate Wealth Management & MetLife Securities,Inc
Industry Financial Services
Experience
Baystate Financial October 2012 - Present
Minnechaug Regional High School May 2010 - Present
JMMC 1998 - 2013
Infinex Investments/Stafford Savings Bank May 1998 - October 2012
PaineWebber, January 1992 - April 1998
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Investment Strategies, Professional Mentoring, Youth Development, Youth Mentoring, Coaching, Licensed Life & Health..., Variable Annuities, ETFs, Finance
Education
Old Dominion University - College of Business and Public Administration 1986 — 1990
Bachelor of Science, Business Administration-Finance
Cathedral High School 1982 — 1986
Baystate Financial October 2012 - Present
Minnechaug Regional High School May 2010 - Present
JMMC 1998 - 2013
Infinex Investments/Stafford Savings Bank May 1998 - October 2012
PaineWebber, January 1992 - April 1998
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Investment Strategies, Professional Mentoring, Youth Development, Youth Mentoring, Coaching, Licensed Life & Health..., Variable Annuities, ETFs, Finance
Education
Old Dominion University - College of Business and Public Administration 1986 — 1990
Bachelor of Science, Business Administration-Finance
Cathedral High School 1982 — 1986
Jennifer Mar Jennifer Mar's Baystate Financial Experience June 2015 - Present
Job Training Coordinator
Industry Human Resources
Experience
Baystate Financial June 2015 - Present
Charles River Associates December 2014 - April 2015
Commonwealth Financial Network October 2013 - November 2014
Pension & Wealth Management Advisors January 2013 - October 2013
Massachusetts Department of Revenue June 2012 - August 2012
Skills
Microsoft Office, SAP, SharePoint, IBM SPSS, Customer Service, Data Entry, Human Resources, Management, SPSS, Teamwork, FactSet, Social Media, Leadership, Event Planning, Facebook, Sales, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Outlook, Training, Employee Training, Access, Social Networking, New Hire Orientations
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S), Human Resources Management
Boston Latin School 2005 — 2011
High School Diploma, 3.76
Baystate Financial June 2015 - Present
Charles River Associates December 2014 - April 2015
Commonwealth Financial Network October 2013 - November 2014
Pension & Wealth Management Advisors January 2013 - October 2013
Massachusetts Department of Revenue June 2012 - August 2012
Skills
Microsoft Office, SAP, SharePoint, IBM SPSS, Customer Service, Data Entry, Human Resources, Management, SPSS, Teamwork, FactSet, Social Media, Leadership, Event Planning, Facebook, Sales, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Outlook, Training, Employee Training, Access, Social Networking, New Hire Orientations
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S), Human Resources Management
Boston Latin School 2005 — 2011
High School Diploma, 3.76
Nikki Griffith Nikki Griffith's Baystate Financial Experience January 2006 - January 2008
Job Esthetician at Bella sante
Industry Health, Wellness and Fitness
Experience
Bella sante 2011 - Present
Randstad April 2008 - 2011
Baystate Financial January 2006 - January 2008
New York Life Insurance Company January 2004 - January 2006
Skills
SPIN, Skin Care, Spa, Cosmetics, Makeup Artistry, Waxing, Aromatherapy, Sales, Chemical Peels, Marketing, Beauty Industry, Customer Service, Microsoft Office, Event Planning, Social Networking, Treatment
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced 600 hours, Aesthetician/Esthetician and Skin Care Specialist
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (BS), Humanities/Humanistic Studies
Burlington high school 1996 — 2000
Bella sante 2011 - Present
Randstad April 2008 - 2011
Baystate Financial January 2006 - January 2008
New York Life Insurance Company January 2004 - January 2006
Skills
SPIN, Skin Care, Spa, Cosmetics, Makeup Artistry, Waxing, Aromatherapy, Sales, Chemical Peels, Marketing, Beauty Industry, Customer Service, Microsoft Office, Event Planning, Social Networking, Treatment
Education
Catherine Hinds Institute of Esthetics 2010 — 2011
Advanced 600 hours, Aesthetician/Esthetician and Skin Care Specialist
University of Massachusetts Dartmouth 2000 — 2004
Bachelor of Science (BS), Humanities/Humanistic Studies
Burlington high school 1996 — 2000
Rodney Winthrop Thompson's Baystate Financial Experience August 2014 - Present
Job Registered Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial August 2014 - Present
TD Bank September 2013 - May 2014
TD Bank October 2012 - September 2013
The Men's Wearhouse, Inc May 2012 - January 2013
Lone Oak Builders, Co. March 2008 - April 2012
Skills
Accounting Research, Lines Of Credit, Financial Analysis, Finance, Consumer Lending, Banking, Spreadsheets, Credit Analysis, Financial Statements, Deposits, Retail Banking, Cash Flow, Credit, Small Business Lending, Cash Management, Management
Education
Community College of Vermont 2011 — 2013
Associate of Science (A.S.), Accounting and Business/Management
Baystate Financial August 2014 - Present
TD Bank September 2013 - May 2014
TD Bank October 2012 - September 2013
The Men's Wearhouse, Inc May 2012 - January 2013
Lone Oak Builders, Co. March 2008 - April 2012
Skills
Accounting Research, Lines Of Credit, Financial Analysis, Finance, Consumer Lending, Banking, Spreadsheets, Credit Analysis, Financial Statements, Deposits, Retail Banking, Cash Flow, Credit, Small Business Lending, Cash Management, Management
Education
Community College of Vermont 2011 — 2013
Associate of Science (A.S.), Accounting and Business/Management
Sabrina Zondervan-Jaeger's Baystate Financial Experience March 2010 - July 2010
Job Teacher
Industry Education Management
Experience
Boston Public Schools May 2015 - Present
Suriname International School August 2012 - December 2013
International Academy of Suriname August 2011 - November 2011
Baystate Financial March 2010 - July 2010
ING October 2007 - January 2009
ING November 2004 - April 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
UMASS Boston 2015 — 2016
Master’s Degree, Master's in Education - Secondary Mathematics
Georgia State University 2000 — 2003
Bachelor of Arts (BA), International Business/Spanish
Lenoir-Rhyne University 1999 — 2000
Boston Public Schools May 2015 - Present
Suriname International School August 2012 - December 2013
International Academy of Suriname August 2011 - November 2011
Baystate Financial March 2010 - July 2010
ING October 2007 - January 2009
ING November 2004 - April 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
UMASS Boston 2015 — 2016
Master’s Degree, Master's in Education - Secondary Mathematics
Georgia State University 2000 — 2003
Bachelor of Arts (BA), International Business/Spanish
Lenoir-Rhyne University 1999 — 2000
Adam Edmond's Baystate Financial Experience May 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Baystate Financial May 2014 - Present
INVESTMENT GROUP, Bentley University January 2012 - Present
ING January 2008 - January 2010
Processed Boeing Corporation January 2005 - January 2008
ING January 1999 - January 2005
Putnam Investments January 1997 - January 1999
US Army January 1995 - January 1997
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Baystate Financial May 2014 - Present
INVESTMENT GROUP, Bentley University January 2012 - Present
ING January 2008 - January 2010
Processed Boeing Corporation January 2005 - January 2008
ING January 1999 - January 2005
Putnam Investments January 1997 - January 1999
US Army January 1995 - January 1997
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance
Timothy Dufficy Timothy Dufficy's Baystate Financial Experience June 2015 - Present
Job Intern at Baystate Financial
Industry Accounting
Experience
Baystate Financial June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Strategic Planning, Research, Project Management, Public Speaking
Education
Elon University 2013 — 2017
Bachelor's degree, Accounting and Finance
Elon University - Martha and Spencer Love School of Business
Baystate Financial June 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Strategic Planning, Research, Project Management, Public Speaking
Education
Elon University 2013 — 2017
Bachelor's degree, Accounting and Finance
Elon University - Martha and Spencer Love School of Business
Dan Wagner's Baystate Financial Experience March 2015 - Present
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2015 - Present
Merrill Lynch 2011 - 2015
John Hancock Financial Services 2006 - 2008
Fidelity Investments 2003 - 2006
Gruntal & Co. 1995 - 2000
Education
University of Massachusetts, Amherst 1985 — 1987
Bachelor's Degree, Economics/Finance
Union College 1982 — 1985
Engineering/Economics
Baystate Financial March 2015 - Present
Merrill Lynch 2011 - 2015
John Hancock Financial Services 2006 - 2008
Fidelity Investments 2003 - 2006
Gruntal & Co. 1995 - 2000
Education
University of Massachusetts, Amherst 1985 — 1987
Bachelor's Degree, Economics/Finance
Union College 1982 — 1985
Engineering/Economics
Sean O'Brien, MBA, CLU, ChFC Sean O'Brien, MBA, CLU, ChFC's Baystate Financial Experience 2009 - Present
Job Financial Services Representative/Investment Adviser Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial 2009 - Present
Sun Life Financial 2006 - 2008
MetLife 2004 - 2006
MetLife 2000 - 2004
John Hancock 1995 - 2000
Allmerica Financial 1992 - 1995
Allmerica Financial 1989 - 1992
John Hancock 1985 - 1989
Skills
Fixed Annuities, Retirement, Insurance, Asset Allocation, Financial Services, Retirement Planning, Series 6, Mutual Funds, Wealth Management, Investments, Investment Advisory, Investment Strategies, Series 63, Series 24, 403 (b), Series 7
Education
Suffolk University - Sawyer School of Management
MBA, Finance
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
University of Massachusetts Dartmouth-Charlton College of Business
BS, Management
Baystate Financial 2009 - Present
Sun Life Financial 2006 - 2008
MetLife 2004 - 2006
MetLife 2000 - 2004
John Hancock 1995 - 2000
Allmerica Financial 1992 - 1995
Allmerica Financial 1989 - 1992
John Hancock 1985 - 1989
Skills
Fixed Annuities, Retirement, Insurance, Asset Allocation, Financial Services, Retirement Planning, Series 6, Mutual Funds, Wealth Management, Investments, Investment Advisory, Investment Strategies, Series 63, Series 24, 403 (b), Series 7
Education
Suffolk University - Sawyer School of Management
MBA, Finance
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
University of Massachusetts Dartmouth-Charlton College of Business
BS, Management
Liam Feldstein Liam Feldstein's Baystate Financial Experience November 2011 - December 2013
Job Editorial Manager at Skyword Inc.
Industry Writing and Editing
Experience
Skyword Inc. August 2015 - Present
Brafton Inc. December 2013 - August 2015
Baystate Financial November 2011 - December 2013
Sumo Skinny, LLC May 2011 - April 2013
Nantasket Landing May 2010 - October 2011
Follett Higher Education Group September 2009 - May 2011
E*Fill America 2010 - 2010
Skills
Editing, Creative Writing, Customer Service, Microsoft Office, Proofreading, Blogging, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Teamwork, Social Networking, Press Releases, Marketing, Time Management, Social Media, Writing, Editorial
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts, English
Skyword Inc. August 2015 - Present
Brafton Inc. December 2013 - August 2015
Baystate Financial November 2011 - December 2013
Sumo Skinny, LLC May 2011 - April 2013
Nantasket Landing May 2010 - October 2011
Follett Higher Education Group September 2009 - May 2011
E*Fill America 2010 - 2010
Skills
Editing, Creative Writing, Customer Service, Microsoft Office, Proofreading, Blogging, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Teamwork, Social Networking, Press Releases, Marketing, Time Management, Social Media, Writing, Editorial
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts, English
Jerry Richardson Jerry Richardson's Baystate Financial Experience August 2010 - December 2013
Job Business Intelligence Account Manager at Oracle
Industry Financial Services
Experience
Oracle December 2014 - Present
Sun Life Financial July 2013 - December 2014
Baystate Financial August 2010 - December 2013
Baystate Financial December 2008 - August 2010
Skills
Disability Insurance, Life Insurance, Annuity Sales, Investment Strategies, Estate Planning, Retirement, Wealth Management, Retirement Planning, Investments, Insurance, Sales, Employee Benefits, Mutual Funds, 401k
Education
Nichols College 2007 — 2008
Bachelor in Finance, Finance, General
Oracle December 2014 - Present
Sun Life Financial July 2013 - December 2014
Baystate Financial August 2010 - December 2013
Baystate Financial December 2008 - August 2010
Skills
Disability Insurance, Life Insurance, Annuity Sales, Investment Strategies, Estate Planning, Retirement, Wealth Management, Retirement Planning, Investments, Insurance, Sales, Employee Benefits, Mutual Funds, 401k
Education
Nichols College 2007 — 2008
Bachelor in Finance, Finance, General
John J Serrecchia, CLTC John J Serrecchia, CLTC's Baystate Financial Experience 2002 - Present
Job Financial Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial 2002 - Present
The Business Clinic Inc 1996 - Present
Skills
Disability Insurance, Securities, Long Term Care Insurance, Wealth Management, Retirement Funding..., Estate Conservation..., Finance
Education
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Government
Baystate Financial 2002 - Present
The Business Clinic Inc 1996 - Present
Skills
Disability Insurance, Securities, Long Term Care Insurance, Wealth Management, Retirement Funding..., Estate Conservation..., Finance
Education
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Arts (B.A.), Political Science and Government
Maureen Meehan, CFP® Maureen Meehan, CFP®'s Baystate Financial Experience June 2007 - Present
Job Financial Service Representative and Financial Advisor of Baystate Wealth Management & MetLife Securities, Inc.
Industry Financial Services
Experience
The MNE Group November 1983 - Present
Baystate Financial June 2007 - Present
AXA December 2004 - June 2007
The MONY Group November 1983 - December 2004
Skills
CERTIFIED FINANCIAL..., Seriers 6, 7, 22, and..., Retirement, Investments, Financial Planning, Wealth Management, Life Insurance, Insurance, Finance, Disability Insurance, Securities, Long Term Care Insurance
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
The MNE Group November 1983 - Present
Baystate Financial June 2007 - Present
AXA December 2004 - June 2007
The MONY Group November 1983 - December 2004
Skills
CERTIFIED FINANCIAL..., Seriers 6, 7, 22, and..., Retirement, Investments, Financial Planning, Wealth Management, Life Insurance, Insurance, Finance, Disability Insurance, Securities, Long Term Care Insurance
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
Luis Jaimes Luis Jaimes's Baystate Financial Experience July 2012 - June 2014
Job Business Manager at Audio Spectrum Inc
Industry Financial Services
Experience
Audio Spectrum Inc June 2014 - Present
Baystate Financial July 2012 - June 2014
Baystate Financial Services July 2011 - July 2012
Skills
Life Insurance, Recruiting, Microsoft Word, Microsoft Excel, Disability Insurance, Employee Benefits, Microsoft Office, PowerPoint, Excel, Professional Audio, Professional Lighting, Accredited Staging..., Video Production
Education
Northeastern University 2009 — 2012
Bachelor of Science (B.S.), Economics
Assumption College 2007 — 2008
Business Administration, Management and Operations
Xaverian Brothers High School 2003 — 2007
Audio Spectrum Inc June 2014 - Present
Baystate Financial July 2012 - June 2014
Baystate Financial Services July 2011 - July 2012
Skills
Life Insurance, Recruiting, Microsoft Word, Microsoft Excel, Disability Insurance, Employee Benefits, Microsoft Office, PowerPoint, Excel, Professional Audio, Professional Lighting, Accredited Staging..., Video Production
Education
Northeastern University 2009 — 2012
Bachelor of Science (B.S.), Economics
Assumption College 2007 — 2008
Business Administration, Management and Operations
Xaverian Brothers High School 2003 — 2007
Eric Weinstein Eric Weinstein's Baystate Financial Experience June 2013 - July 2015
Job Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Baystate Financial June 2013 - July 2015
Hometown Paint and Hardware March 2007 - July 2013
Baystate Financial May 2012 - August 2012
Universita' degli Studi di Torino February 2012 - May 2012
Longfellow Sports Club October 2007 - September 2011
University of Massachusetts Amherst September 2010 - May 2011
Skills
Financial Analysis, Leadership, eMoney, Analysis, Finance, Data Analysis, Naviplan, Creative Problem Solving, Organization, Relationship Management, Driving Results, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Word, Research, Strategy, Investments, Strategic Planning
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration, Finance
Universita degli studi di Torino
Natick High School
Fidelity Investments August 2015 - Present
Baystate Financial June 2013 - July 2015
Hometown Paint and Hardware March 2007 - July 2013
Baystate Financial May 2012 - August 2012
Universita' degli Studi di Torino February 2012 - May 2012
Longfellow Sports Club October 2007 - September 2011
University of Massachusetts Amherst September 2010 - May 2011
Skills
Financial Analysis, Leadership, eMoney, Analysis, Finance, Data Analysis, Naviplan, Creative Problem Solving, Organization, Relationship Management, Driving Results, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Microsoft Word, Research, Strategy, Investments, Strategic Planning
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration, Finance
Universita degli studi di Torino
Natick High School
Collin Beardslee Collin Beardslee's Baystate Financial Experience February 2015 - April 2015
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Morgan Stanley August 2015 - Present
Archway Investment Fund January 2015 - May 2015
Baystate Financial February 2015 - April 2015
Cohen & Steers, Inc. June 2014 - August 2014
Skills
PowerPoint, Public Speaking, Negotiation, Microsoft Excel, Microsoft Word, Customer Service, Research, Access Database, VBA, SQL, Microsoft Visual Studio, Management, Investments, Microsoft Office, Time Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, Finance
Long Island Lutheran Middle and Highschool 2007 — 2011
Connor Emmert's Baystate Financial Experience June 2015 - Present
Job Financial Services Team Associate at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2015 - Present
Northwestern Mutual May 2014 - December 2014
Education
Colby College 2011 — 2015
Bachelor of Arts, English
McQuaid Jesuit High School 2007 — 2011
Baystate Financial June 2015 - Present
Northwestern Mutual May 2014 - December 2014
Education
Colby College 2011 — 2015
Bachelor of Arts, English
McQuaid Jesuit High School 2007 — 2011
Joshua I. Gorra Joshua I. Gorra's Baystate Financial Experience November 2014 - Present
Job
Industry Financial Services
Experience
Baystate Financial November 2014 - Present
Education
Johnson and Wales University 2000 — 2004
Bachelor's degree, Financial Service Management
Baystate Financial November 2014 - Present
Education
Johnson and Wales University 2000 — 2004
Bachelor's degree, Financial Service Management
Michael Bocash Michael Bocash's Baystate Financial Experience November 2011 - Present
Job Financial Services Representative
Industry Insurance
Experience
Baystate Financial November 2011 - Present
Skills
Financial Services
Education
University of New Hampshire 1994 — 1999
Bachelor of Science, Mechanical Engineering
Baystate Financial November 2011 - Present
Skills
Financial Services
Education
University of New Hampshire 1994 — 1999
Bachelor of Science, Mechanical Engineering
Rick Denton, CLU, ChFC, AEP Rick Denton, CLU, ChFC, AEP's Baystate Financial Experience 1970 - Present
Job Financial Representative at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial 1970 - Present
New England Financial February 1970 - 2001
Skills
Retirement Planning, Disability Insurance, Retirement, Estate Planning, Wealth Preservation...
Education
Alfred University 1958 — 1962
B.A., Business and Economics
Baystate Financial 1970 - Present
New England Financial February 1970 - 2001
Skills
Retirement Planning, Disability Insurance, Retirement, Estate Planning, Wealth Preservation...
Education
Alfred University 1958 — 1962
B.A., Business and Economics
James Rose, CFP® James Rose, CFP®'s Baystate Financial Experience September 2009 - Present
Job CERTIFIED FINANCIAL PLANNER(TM)professional
Industry Financial Services
Experience
Baystate Financial September 2009 - Present
Skills
Retirement Planning, Investments, Series 63, Series 7, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Conservation..., Education Funding...
Education
Boston University 2010 — 2012
CFP(R), CERTIFICATION Program, 2010 - 2012
Quinnipiac University
Bachelor of Arts
Winnacunnet High School
Baystate Financial September 2009 - Present
Skills
Retirement Planning, Investments, Series 63, Series 7, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Conservation..., Education Funding...
Education
Boston University 2010 — 2012
CFP(R), CERTIFICATION Program, 2010 - 2012
Quinnipiac University
Bachelor of Arts
Winnacunnet High School
Jon Sudkin Jon Sudkin's Baystate Financial Experience 2006 - Present
Job Financial Services Representative and Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial 2006 - Present
Skills
Retirement Planning, Investments, Securities, Disability Insurance, Wealth Management..., Insurance, Long Term Care Insurance, Financial Services, Investment Management, Financial Planning, Investment Advisory..., Estate Planning, Wealth Management, Mutual Funds, Strategic Planning, Retirement, Financial Advisory, Asset Management, Asset Allocation
Education
University of Massachusetts, Amherst 1986 — 1990
BA, History
Baystate Financial 2006 - Present
Skills
Retirement Planning, Investments, Securities, Disability Insurance, Wealth Management..., Insurance, Long Term Care Insurance, Financial Services, Investment Management, Financial Planning, Investment Advisory..., Estate Planning, Wealth Management, Mutual Funds, Strategic Planning, Retirement, Financial Advisory, Asset Management, Asset Allocation
Education
University of Massachusetts, Amherst 1986 — 1990
BA, History
Coley O'Donnell Coley O'Donnell's Baystate Financial Experience November 2003 - Present
Job Financial Services Representative & Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial November 2003 - Present
Education
Providence College 1996 — 2000
BA, History
Northeastern University 2000 — 2002
MA, Political Science
Lincoln-Sudbury Regional High School 1992 — 1996
Baystate Financial November 2003 - Present
Education
Providence College 1996 — 2000
BA, History
Northeastern University 2000 — 2002
MA, Political Science
Lincoln-Sudbury Regional High School 1992 — 1996
Robin Lovely's Baystate Financial Experience April 2015 - Present
Job Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial April 2015 - Present
Lovely & Company January 2007 - March 2015
Smith Barney January 1997 - January 2007
Olsten Health Services July 1994 - December 1996
Nurses House Call June 1993 - July 1994
Integrated Health Service May 1992 - June 1993
Mariner Health Care January 1991 - May 1992
Brigham and Women's Hospital June 1985 - December 1990
Boston Medical Center September 1980 - August 1983
Boston Medical Center April 1978 - September 1980
Skills
Healthcare, Strategic Planning, Start-ups, Strategic Financial..., Hospitals, Investments, Estate Planning, Long-term Care, Wealth Management, Asset Managment, Insurance, Securities, Risk Management, Disability Insurance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Service Operations
Northeastern University 1979 — 1981
BSN, Nursing
Hartford Hospital School of Nursing 1973 — 1976
Diploma, Medical
Naugatuck High School 1969 — 1973
Diploma
Baystate Financial April 2015 - Present
Lovely & Company January 2007 - March 2015
Smith Barney January 1997 - January 2007
Olsten Health Services July 1994 - December 1996
Nurses House Call June 1993 - July 1994
Integrated Health Service May 1992 - June 1993
Mariner Health Care January 1991 - May 1992
Brigham and Women's Hospital June 1985 - December 1990
Boston Medical Center September 1980 - August 1983
Boston Medical Center April 1978 - September 1980
Skills
Healthcare, Strategic Planning, Start-ups, Strategic Financial..., Hospitals, Investments, Estate Planning, Long-term Care, Wealth Management, Asset Managment, Insurance, Securities, Risk Management, Disability Insurance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Service Operations
Northeastern University 1979 — 1981
BSN, Nursing
Hartford Hospital School of Nursing 1973 — 1976
Diploma, Medical
Naugatuck High School 1969 — 1973
Diploma
Rebecca Massey Rebecca Massey's Baystate Financial Experience June 2014 - Present
Job Finance Intern at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2014 - Present
Mars December 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Strategic Planning, Windows, Photoshop, Project Management
Education
Bryant University 2011 — 2015
Bachelor's degree, International Business, Sophomore
Baystate Financial June 2014 - Present
Mars December 2013 - January 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Research, Strategic Planning, Windows, Photoshop, Project Management
Education
Bryant University 2011 — 2015
Bachelor's degree, International Business, Sophomore
Robert Porack, CLU Robert Porack, CLU's Baystate Financial Experience June 1997 - Present
Job Financial Advisor and Registered Representative, Baystate Wealth Management & MetLife Securities
Industry Financial Services
Experience
Baystate Financial June 1997 - Present
Prudential Financial June 1987 - June 1997
Skills
Succession Planning
Education
Merrimack College 1983 — 1987
BA, Management/Marketing
Medfield High School 1981 — 1983
New Providence, NJ 1977 — 1978
Baystate Financial June 1997 - Present
Prudential Financial June 1987 - June 1997
Skills
Succession Planning
Education
Merrimack College 1983 — 1987
BA, Management/Marketing
Medfield High School 1981 — 1983
New Providence, NJ 1977 — 1978
Jill Ribbe Metzmaker Jill Ribbe Metzmaker's Baystate Financial Experience January 2013 - Present
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
Dana Rodrigues Dana Rodrigues's Baystate Financial Experience October 2010 - Present
Job Financial Advisor and Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial October 2010 - Present
Affiliated Real Estate Services November 1999 - December 2010
Education
Salem State College 1980 — 1984
BS-Business Administration, Accounting, Accounting
Baystate Financial October 2010 - Present
Affiliated Real Estate Services November 1999 - December 2010
Education
Salem State College 1980 — 1984
BS-Business Administration, Accounting, Accounting
Guillermo Alberto Guillermo Alberto's Baystate Financial Experience August 2007 - Present
Job Financial Services Representative, Investment Advisor Representative at Baystate Financial, an office of MetLife
Industry Financial Services
Experience
Baystate Financial August 2007 - Present
Education
Universida de San Andres 1999 — 1999
Graduate Degree in Finance, Finance
Universidad Argentina de la Empresa 1990 — 1996
Public Accountant & Marketing, Finance & Marketing
Baystate Financial August 2007 - Present
Education
Universida de San Andres 1999 — 1999
Graduate Degree in Finance, Finance
Universidad Argentina de la Empresa 1990 — 1996
Public Accountant & Marketing, Finance & Marketing
Glenn Noland, CLU, ChFC Glenn Noland, CLU, ChFC's Baystate Financial Experience January 1991 - December 2013
Job Advanced Markets Director
Industry Financial Services
Experience
Baystate Financial Services January 2014 - Present
Baystate Financial January 1991 - December 2013
Skills
Mutual Funds
Education
Rutgers University-New Brunswick 1966 — 1970
Baystate Financial Services January 2014 - Present
Baystate Financial January 1991 - December 2013
Skills
Mutual Funds
Education
Rutgers University-New Brunswick 1966 — 1970
Thomas Ruggiero, CLU, ChFC Thomas Ruggiero, CLU, ChFC's Baystate Financial Experience September 2014 - Present
Job Financial Services Representative & Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2014 - Present
OneAmerica Financial Partners, Inc. February 2009 - August 2014
Ruggiero Insurance & Financial Services,LLC 1983 - August 2014
AXA Advisors February 1983 - January 2009
Skills
Fixed Annuities, Estate Planning, Life Insurance, Financial Advisory, Investments, Insurance, Term Life Insurance, Retirement Planning, Financial Services, Securities, Retirement, Series 7, Recruiting, 401k, IRAs, Series 6, Team Building, Long-term Care, Disability Insurance, Health Insurance, Series 63, Mutual Funds, Training
Education
St. John's University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting
Saint John's University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Baystate Financial September 2014 - Present
OneAmerica Financial Partners, Inc. February 2009 - August 2014
Ruggiero Insurance & Financial Services,LLC 1983 - August 2014
AXA Advisors February 1983 - January 2009
Skills
Fixed Annuities, Estate Planning, Life Insurance, Financial Advisory, Investments, Insurance, Term Life Insurance, Retirement Planning, Financial Services, Securities, Retirement, Series 7, Recruiting, 401k, IRAs, Series 6, Team Building, Long-term Care, Disability Insurance, Health Insurance, Series 63, Mutual Funds, Training
Education
St. John's University 1977 — 1982
Bachelor of Business Administration (BBA), Accounting
Saint John's University 1977 — 1981
Bachelor of Business Administration (BBA), Accounting
Chris Gilman's Baystate Financial Experience May 2015 - Present
Job Intern at Baystate Financial
Industry
Experience
Baystate Financial May 2015 - Present
Roger Williams University August 2014 - Present
Orleans Packing Company May 2014 - August 2014
Scoops Ice Cream May 2011 - August 2014
Newburyport Racquet Club November 2012 - April 2013
Skills
Leadership, Management, Customer Satisfaction, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Time Management, Social Media, Research
Education
Roger Williams University 2013 — 2017
Bachelor's Degree, Finance
Baystate Financial May 2015 - Present
Roger Williams University August 2014 - Present
Orleans Packing Company May 2014 - August 2014
Scoops Ice Cream May 2011 - August 2014
Newburyport Racquet Club November 2012 - April 2013
Skills
Leadership, Management, Customer Satisfaction, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Time Management, Social Media, Research
Education
Roger Williams University 2013 — 2017
Bachelor's Degree, Finance
Nancy Duggan's Baystate Financial Experience June 2013 - June 2014
Job Executive Assistant at Institutional Cash Distributors
Industry Financial Services
Experience
Institutional Cash Distributors 2014 - Present
Baystate Financial June 2013 - June 2014
Baystate Financial June 2010 - June 2013
Boston South Financial Group August 2005 - June 2010
MetLife January 1999 - June 2005
New England Financial January 1990 - January 1999
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Services, Salesforce, Insurance, Sales, Social Networking, Social Media, Budgets, Problem Solving, Event Planning, Teamwork, Compliance, Executive..., Customer Service, Salesforce.com
Education
Northeastern University
Business Management
Institutional Cash Distributors 2014 - Present
Baystate Financial June 2013 - June 2014
Baystate Financial June 2010 - June 2013
Boston South Financial Group August 2005 - June 2010
MetLife January 1999 - June 2005
New England Financial January 1990 - January 1999
Skills
Office Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Financial Services, Salesforce, Insurance, Sales, Social Networking, Social Media, Budgets, Problem Solving, Event Planning, Teamwork, Compliance, Executive..., Customer Service, Salesforce.com
Education
Northeastern University
Business Management
Ben Gawlik's Baystate Financial Experience March 2015 - Present
Job Financial Services Team Associate at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2015 - Present
Pediatric Behavioral Health May 2010 - Present
Broomfield Labs May 2011 - July 2013
Gap Inc. November 2009 - July 2012
Skills
Leadership, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Nonprofits, Fundraising, Budgets, Time Management, Outlook, Facebook, Inventory Management, Community Outreach
Education
Nichols College 2014 — 2015
Bachelor's Degree, Finance, General
Mount Wachusett Community College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Baystate Financial March 2015 - Present
Pediatric Behavioral Health May 2010 - Present
Broomfield Labs May 2011 - July 2013
Gap Inc. November 2009 - July 2012
Skills
Leadership, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Event Planning, Nonprofits, Fundraising, Budgets, Time Management, Outlook, Facebook, Inventory Management, Community Outreach
Education
Nichols College 2014 — 2015
Bachelor's Degree, Finance, General
Mount Wachusett Community College 2011 — 2013
Associate's Degree, Business Administration and Management, General
Elyssa Cipriano's Baystate Financial Experience July 2015 - Present
Job Financial Services Team Associate
Industry Higher Education
Experience
Baystate Financial July 2015 - Present
Baystate Financial August 2014 - Present
Rhode Island College September 2013 - May 2015
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Programming, Statistics, Java, Stata, Research, Teaching, Data Analysis
Education
Rhode Island College 2013 — 2015
Master’s Degree, Mathematics, 4.0
Rhode Island College 2009 — 2013
Bachelor's Degree, Mathematics
Baystate Financial July 2015 - Present
Baystate Financial August 2014 - Present
Rhode Island College September 2013 - May 2015
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Programming, Statistics, Java, Stata, Research, Teaching, Data Analysis
Education
Rhode Island College 2013 — 2015
Master’s Degree, Mathematics, 4.0
Rhode Island College 2009 — 2013
Bachelor's Degree, Mathematics
Kevin B Hufnagle's Baystate Financial Experience June 2010 - Present
Job Financial Services at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2010 - Present
MetLife May 1999 - June 2010
New England Financial January 1993 - May 1999
Ellison & Kaloust Agency May 1987 - January 1993
New England Financial May 1978 - May 1987
Education
Suffolk University 1986 — 1990
Master's degree, Financial Management
Stonehill College 1974 — 1978
Bachelor's degree, Accounting
Braintree High School 1971 — 1974
Baystate Financial June 2010 - Present
MetLife May 1999 - June 2010
New England Financial January 1993 - May 1999
Ellison & Kaloust Agency May 1987 - January 1993
New England Financial May 1978 - May 1987
Education
Suffolk University 1986 — 1990
Master's degree, Financial Management
Stonehill College 1974 — 1978
Bachelor's degree, Accounting
Braintree High School 1971 — 1974
Timothy Flynn Timothy Flynn's Baystate Financial Experience June 2015 - Present
Job Retirement Plan Client Relations Manager at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Baystate Financial June 2015 - Present
EMPOWER Retirement February 2014 - April 2015
Putnam Investments April 2013 - February 2014
Pioneer Investments June 2011 - April 2013
Skills
Mutual Funds, Financial Services, Wealth Management, Customer Service, Outlook, Microsoft Excel, Asset Allocation, Fixed Income, Series 63, Relationship Management, Equities, Retirement Planning, Investments, Series 7, Strategic Financial..., Bloomberg, Finance, Asset Management, Alternative Investments, 401k
Education
University of Massachusetts, Amherst
Bachelor of Science (BS) Business Studies
Boston College 2007 — 2012
Finishing Degree at UMass
Lawrence Academy 2003 — 2007
Diploma, Honors 2nd and 3rd Trimester Junior Year 1st and 2nd Trimester Senior Year
arlington catholic
arlington catholic
Caitlin DeSoye, JD Caitlin DeSoye, JD's Baystate Financial Experience January 2011 - September 2013
Job Financial Planning Specialist & Lecturer
Industry Financial Services
Experience
Baystate Financial Services September 2013 - Present
University of New Hampshire, Paul College August 2013 - Present
Bentley University January 2013 - Present
Baystate Financial January 2011 - September 2013
Big Sister Association of Greater Boston Alumnae Board May 2010 - December 2011
MetLife January 2010 - December 2010
MetLife May 2008 - February 2010
MetLife August 2006 - May 2008
Baystate Financial Services January 2005 - August 2006
Skills
Strategic Financial..., Succession Planning, Series 7, Financial Advisory, Series 63, Financial Services, Securities, 401k, Mutual Funds, Financial Planners, Wealth Management, Series 65, Investment Advisory, Fixed Annuities, IRAs, Investments, Insurance, Employee Benefits, Investment Strategies, Relationship Management, Asset Management, Risk Management, Alternative Investments, Wealth Management..., Pensions, Financial Modeling, Financial Analysis, Personal Finance, Fixed Income, Wealth Accumulation, Financial Planning, Finance, Retirement Planning, Retirement, Estate Planning, Investment Management, Asset Allocation, Life Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Tax Planning, Wealth, Bonds, Tax, Personal Financial...
Education
Suffolk University Law School 2008 — 2012
JD, focus on Estates and Taxation
Bentley University 2001 — 2005
Bachelor's, Finance - Financial Planning
Swampscott High School 1997 — 2001
HS Diploma
Baystate Financial Services September 2013 - Present
University of New Hampshire, Paul College August 2013 - Present
Bentley University January 2013 - Present
Baystate Financial January 2011 - September 2013
Big Sister Association of Greater Boston Alumnae Board May 2010 - December 2011
MetLife January 2010 - December 2010
MetLife May 2008 - February 2010
MetLife August 2006 - May 2008
Baystate Financial Services January 2005 - August 2006
Skills
Strategic Financial..., Succession Planning, Series 7, Financial Advisory, Series 63, Financial Services, Securities, 401k, Mutual Funds, Financial Planners, Wealth Management, Series 65, Investment Advisory, Fixed Annuities, IRAs, Investments, Insurance, Employee Benefits, Investment Strategies, Relationship Management, Asset Management, Risk Management, Alternative Investments, Wealth Management..., Pensions, Financial Modeling, Financial Analysis, Personal Finance, Fixed Income, Wealth Accumulation, Financial Planning, Finance, Retirement Planning, Retirement, Estate Planning, Investment Management, Asset Allocation, Life Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Tax Planning, Wealth, Bonds, Tax, Personal Financial...
Education
Suffolk University Law School 2008 — 2012
JD, focus on Estates and Taxation
Bentley University 2001 — 2005
Bachelor's, Finance - Financial Planning
Swampscott High School 1997 — 2001
HS Diploma
Taylor Tobin's Baystate Financial Experience October 2011 - Present
Job Marketing Coordinator at Baystate Financial
Industry Financial Services
Experience
Baystate Financial October 2011 - Present
The Wianno Club June 2009 - November 2011
MetLife Home Loans 2008 - 2009
Skills
Event Planning, PowerPoint, Facebook, Microsoft Word, Outlook, InDesign, Marketing, Social Media, Customer Service, Sales, Marketing Strategy, Marketing Communications, Public Relations, Email Marketing, Editing, Teaching, Microsoft Office, Photoshop, Art, Salesforce.com, Social Networking, Advertising, Microsoft Excel
Education
Chapman University 2007 — 2011
BA, Art
Scuola Lorenzo de' Medici 2007 — 2007
Art, Italian
St. George's School 2003 — 2007
Barnstable
Baystate Financial October 2011 - Present
The Wianno Club June 2009 - November 2011
MetLife Home Loans 2008 - 2009
Skills
Event Planning, PowerPoint, Facebook, Microsoft Word, Outlook, InDesign, Marketing, Social Media, Customer Service, Sales, Marketing Strategy, Marketing Communications, Public Relations, Email Marketing, Editing, Teaching, Microsoft Office, Photoshop, Art, Salesforce.com, Social Networking, Advertising, Microsoft Excel
Education
Chapman University 2007 — 2011
BA, Art
Scuola Lorenzo de' Medici 2007 — 2007
Art, Italian
St. George's School 2003 — 2007
Barnstable
Andy Joyce's Baystate Financial Experience March 2015 - Present
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
James Dimos James Dimos's Baystate Financial Experience May 2005 - Present
Job Financial Services Representative, Financial Advisor at Baystate Financial
Industry Financial Services
Experience
Baystate Financial May 2005 - Present
Skills
Investments, Financial Advisory, Retirement Planning, Wealth Management
Education
University of New Hampshire 2001 — 2005
Bachelors
Baystate Financial May 2005 - Present
Skills
Investments, Financial Advisory, Retirement Planning, Wealth Management
Education
University of New Hampshire 2001 — 2005
Bachelors
Martha Slaight Martha Slaight's Baystate Financial Experience December 2004 - September 2010
Job CFP®, Cerified Family Business Specialist, Certified Business Exit Consultant™, Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2010 - Present
Baystate Financial December 2004 - September 2010
Commonwealth Financial Group October 2003 - November 2004
The TJX Companies, Inc. 2002 - 2003
newmediary 2000 - 2001
FairMarket 1999 - 2000
J.Jill- Nicole Summers April 1996 - December 1999
Skills
Financial Services, Investments, Retirement, Exit Strategies, Employee Benefits, Business Planning, Succession Planning, Financial Planners, Business Strategy, Investment Advisory, Trust Services, Business Continuity..., Qualified Retirement..., Strategy, Small Business, Finance, Securities, Leadership, Estate Planning, Financial Advisory, Sales, Wealth Management, Mutual Funds, Wealth, Strategic Financial..., Retirement Planning, Management, Life Insurance, Disability Insurance, Investment Management, Series 63, Asset Allocation, Series 7, Long-term Care, Business Development, Analysis, Risk Management, Insurance, Long Term Care Insurance, Fixed Annuities, 401k, Portfolio Management, Exit Planning, Asset Management, Series 6
Education
Rochester Institute of Technology
Bachelor's degree
Commonwealth Financial Group August 2010 - Present
Baystate Financial December 2004 - September 2010
Commonwealth Financial Group October 2003 - November 2004
The TJX Companies, Inc. 2002 - 2003
newmediary 2000 - 2001
FairMarket 1999 - 2000
J.Jill- Nicole Summers April 1996 - December 1999
Skills
Financial Services, Investments, Retirement, Exit Strategies, Employee Benefits, Business Planning, Succession Planning, Financial Planners, Business Strategy, Investment Advisory, Trust Services, Business Continuity..., Qualified Retirement..., Strategy, Small Business, Finance, Securities, Leadership, Estate Planning, Financial Advisory, Sales, Wealth Management, Mutual Funds, Wealth, Strategic Financial..., Retirement Planning, Management, Life Insurance, Disability Insurance, Investment Management, Series 63, Asset Allocation, Series 7, Long-term Care, Business Development, Analysis, Risk Management, Insurance, Long Term Care Insurance, Fixed Annuities, 401k, Portfolio Management, Exit Planning, Asset Management, Series 6
Education
Rochester Institute of Technology
Bachelor's degree
Rick Petrucci Rick Petrucci's Baystate Financial Experience January 2007 - Present
Job Agency Director at Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2007 - Present
Tillinghast Licht LLP 2003 - 2007
Allmerica Financial 1999 - 2003
Visconti & Boren, Ltd. 1995 - 1999
Arthur Andersen LLP 1993 - 1995
Rhode Island Supreme Court 1991 - 1993
Skills
Estate Planning
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
J.D., Tax Law & Business Law
Bryant University 1984 — 1988
B.S. in B.A., Accounting & Finance
Bishop Hendricken High School 1980 — 1984
Baystate Financial January 2007 - Present
Tillinghast Licht LLP 2003 - 2007
Allmerica Financial 1999 - 2003
Visconti & Boren, Ltd. 1995 - 1999
Arthur Andersen LLP 1993 - 1995
Rhode Island Supreme Court 1991 - 1993
Skills
Estate Planning
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
J.D., Tax Law & Business Law
Bryant University 1984 — 1988
B.S. in B.A., Accounting & Finance
Bishop Hendricken High School 1980 — 1984
Edward Gay's Baystate Financial Experience May 2014 - Present
Job Financial Advisor and Registered Rep at Baystate Financial
Industry Financial Services
Experience
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Kimberly A. (Swanson) Carroll's Baystate Financial Experience August 2009 - August 2013
Job Financial Advisor, with the practice of Eric Takach, CFP®, ChFC®, CLU at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Baystate Financial August 2009 - August 2013
Columbia Management June 1995 - June 2006
Massachusetts Casualty Ins November 1990 - June 1995
Education
Lesley University 2008 — 2010
Master of Education
Rhode Island School of Design 2006 — 2007
Certificate, Interior Design
Bridgewater State College 1987 — 1989
Bachelor of Science, Accounting and Finance
Endicott College 1985 — 1987
Associate of Science, Business Administration
America's Best Defense Martial Arts School
Candidate for First Degree Black Belt, Mixed Martial Arts, Focusing in Krav Maga and Muay Thai
Ameriprise Financial Services, Inc. September 2013 - Present
Baystate Financial August 2009 - August 2013
Columbia Management June 1995 - June 2006
Massachusetts Casualty Ins November 1990 - June 1995
Education
Lesley University 2008 — 2010
Master of Education
Rhode Island School of Design 2006 — 2007
Certificate, Interior Design
Bridgewater State College 1987 — 1989
Bachelor of Science, Accounting and Finance
Endicott College 1985 — 1987
Associate of Science, Business Administration
America's Best Defense Martial Arts School
Candidate for First Degree Black Belt, Mixed Martial Arts, Focusing in Krav Maga and Muay Thai
Anthony Quintiliani Anthony Quintiliani's Baystate Financial Experience January 2015 - Present
Job Financial Services Representative
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
Sodexo May 2012 - December 2014
Signature Healthcare, Brockton Ma May 2012 - November 2013
Crothall Healthcare October 2011 - May 2012
Crothall Healthcare February 2011 - October 2011
The Charlie Horse February 2006 - February 2011
Skills
Customer Service, Microsoft Office, Research, Budgets, Healthcare, Public Speaking, Cpr Certified, PowerPoint, Microsoft Word, Process Improvement, Inventory Management, Problem Solving, Training, Customer Relations, Team Building, HIPAA, Hospitals, Contract Negotiation, Staff Development, Project Planning, Healthcare Management, team, Team Leadership, Lean Thinking, Employee Relations, Supervisory Skills, Leadership, Microsoft Excel
Education
Johnson and Wales University 2006 — 2010
BS, AS, AS, Management, Engineering, Accounting
Baystate Financial January 2015 - Present
Sodexo May 2012 - December 2014
Signature Healthcare, Brockton Ma May 2012 - November 2013
Crothall Healthcare October 2011 - May 2012
Crothall Healthcare February 2011 - October 2011
The Charlie Horse February 2006 - February 2011
Skills
Customer Service, Microsoft Office, Research, Budgets, Healthcare, Public Speaking, Cpr Certified, PowerPoint, Microsoft Word, Process Improvement, Inventory Management, Problem Solving, Training, Customer Relations, Team Building, HIPAA, Hospitals, Contract Negotiation, Staff Development, Project Planning, Healthcare Management, team, Team Leadership, Lean Thinking, Employee Relations, Supervisory Skills, Leadership, Microsoft Excel
Education
Johnson and Wales University 2006 — 2010
BS, AS, AS, Management, Engineering, Accounting
Michael DiMaggio, CFP® Michael DiMaggio, CFP®'s Baystate Financial Experience July 2009 - Present
Job Financial Advisor and Financial Services Representative at MetLife Securities, Inc.
Industry Financial Services
Experience
Baystate Financial July 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Asset Allocation, Retirement, Insurance, Securities, Business, Series 7, Employee Benefits, Investment Advisory..., Retirement Planning, Series 63
Education
Colby College 2005 — 2009
BA, Economics
Boston University 2009 — 2011
Financial Planning
Worcester Academy 2003 — 2005
Baystate Financial July 2009 - Present
Morgan Stanley 2008 - 2009
Skills
Asset Allocation, Retirement, Insurance, Securities, Business, Series 7, Employee Benefits, Investment Advisory..., Retirement Planning, Series 63
Education
Colby College 2005 — 2009
BA, Economics
Boston University 2009 — 2011
Financial Planning
Worcester Academy 2003 — 2005
Jason Carucci, MBA Jason Carucci, MBA's Baystate Financial Experience December 2014 - April 2015
Job Research Finance Specialist at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare May 2015 - Present
Baystate Financial December 2014 - April 2015
Dick’s Sporting Goods August 2011 - July 2014
Lowell Spinners February 2013 - September 2013
Goodies Ice Cream Shop January 2009 - October 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Reporting, PeopleSoft, Sports Management, Team Leadership, Business Development, Marketing, Sales Management, Time Management, Cold Calling, Brand Management, Ticket Sales, Email Marketing
Education
Endicott College 2014 — 2015
Master of Business Administration (MBA)
Salem State University 2010 — 2014
Business Administration and Management, General, 3.5 GPA, Dean's List Student, Cum Laude Honors
Bond University 2012 — 2012
Bond University, Gold Coast 2012 — 2012
Partners HealthCare May 2015 - Present
Baystate Financial December 2014 - April 2015
Dick’s Sporting Goods August 2011 - July 2014
Lowell Spinners February 2013 - September 2013
Goodies Ice Cream Shop January 2009 - October 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Reporting, PeopleSoft, Sports Management, Team Leadership, Business Development, Marketing, Sales Management, Time Management, Cold Calling, Brand Management, Ticket Sales, Email Marketing
Education
Endicott College 2014 — 2015
Master of Business Administration (MBA)
Salem State University 2010 — 2014
Business Administration and Management, General, 3.5 GPA, Dean's List Student, Cum Laude Honors
Bond University 2012 — 2012
Bond University, Gold Coast 2012 — 2012
Giana Basile Giana Basile's Baystate Financial Experience September 2015 - Present
Job Marketing Coordinator at Baystate Financial
Industry Insurance
Experience
Baystate Financial September 2015 - Present
First Indemnity Insurance Agency, Inc July 2009 - Present
Regan Communications September 2008 - June 2009
Skills
Social Networking, Public Relations, Advertising, Press Releases, Marketing, Account Management, Sponsorship, Market Planning, New Business Development, Email Marketing, Management, Brand Development, Marketing Communications, Integrated Marketing, Digital Strategy, Digital Marketing, Social Media Marketing, Lead Generation, Direct Marketing, Facebook, Photography, Online Advertising, Social Media
Education
University of Rhode Island 2005 — 2009
Bachelor Degree, Communications
Baystate Financial September 2015 - Present
First Indemnity Insurance Agency, Inc July 2009 - Present
Regan Communications September 2008 - June 2009
Skills
Social Networking, Public Relations, Advertising, Press Releases, Marketing, Account Management, Sponsorship, Market Planning, New Business Development, Email Marketing, Management, Brand Development, Marketing Communications, Integrated Marketing, Digital Strategy, Digital Marketing, Social Media Marketing, Lead Generation, Direct Marketing, Facebook, Photography, Online Advertising, Social Media
Education
University of Rhode Island 2005 — 2009
Bachelor Degree, Communications
Christopher McVay's Baystate Financial Experience September 2015 - Present
Job Sr. New Business Analyst at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2015 - Present
National Brokerage Service March 2010 - August 2015
Brokers' Service Marketing Group August 2009 - January 2010
Boston Mutual Life Insurance Co. 2002 - 2009
Skills
Long-term Care, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Underwriting, Fixed Annuities, Customer Service, General Insurance, Retirement, Whole Life, Retirement Planning, Training, Brokers, Financial Planners
Education
Boston University 2001 — 2003
B.S., Management, 3.58/4.0
Mt. St. Charles Academy 1990 — 1993
High School Diploma, College Preperatory
Baystate Financial September 2015 - Present
National Brokerage Service March 2010 - August 2015
Brokers' Service Marketing Group August 2009 - January 2010
Boston Mutual Life Insurance Co. 2002 - 2009
Skills
Long-term Care, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Underwriting, Fixed Annuities, Customer Service, General Insurance, Retirement, Whole Life, Retirement Planning, Training, Brokers, Financial Planners
Education
Boston University 2001 — 2003
B.S., Management, 3.58/4.0
Mt. St. Charles Academy 1990 — 1993
High School Diploma, College Preperatory
Ashley Federico's Baystate Financial Experience June 2014 - August 2014
Job Young Investors Intern at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Baystate Financial June 2014 - August 2014
New York Life Insurance January 2014 - May 2014
East Boston Savings Bank May 2013 - January 2014
Bentley University Library September 2012 - January 2014
Black Swan Country Club July 2010 - August 2012
Marshalls Inc. April 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, SPSS, FactSet, Leadership, Banking, Analysis, Social Media, Time Management, Outlook
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science, Marketing with a Minor in Finance
Open Door
Bank of America: Merrill Lynch: Inside an Investment Bank, Finance, General
Fidelity Investments May 2015 - Present
Baystate Financial June 2014 - August 2014
New York Life Insurance January 2014 - May 2014
East Boston Savings Bank May 2013 - January 2014
Bentley University Library September 2012 - January 2014
Black Swan Country Club July 2010 - August 2012
Marshalls Inc. April 2011 - September 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg Terminal, SPSS, FactSet, Leadership, Banking, Analysis, Social Media, Time Management, Outlook
Education
Bentley University 2012 — 2016
Candidate for a Bachelor of Science, Marketing with a Minor in Finance
Open Door
Bank of America: Merrill Lynch: Inside an Investment Bank, Finance, General
Jamie Figueiredo Jamie Figueiredo's Baystate Financial Experience May 2015 - Present
Job Charitable Foundation Intern at Baystate Financial
Industry Public Relations and Communications
Experience
Baystate Financial May 2015 - Present
Ginger Betty's Bakery November 2011 - May 2015
Skills
Newsletters, Social Media, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, English
Education
Coastal Carolina University 2013 — 2017
Communication and Media Studies, 3.5
Notre Dame Academy, Hingham, MA 2009 — 2013
Baystate Financial May 2015 - Present
Ginger Betty's Bakery November 2011 - May 2015
Skills
Newsletters, Social Media, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Research, English
Education
Coastal Carolina University 2013 — 2017
Communication and Media Studies, 3.5
Notre Dame Academy, Hingham, MA 2009 — 2013
Evan Francis's Baystate Financial Experience January 2014 - January 2014
Job Intern at Cape Cod 5 Cent Savings Bank
Industry Financial Services
Experience
The Cape Cod Five Cents Savings Bank June 2015 - August 2015
Willowbend Country Club June 2012 - August 2014
Baystate Financial January 2014 - January 2014
Boy Scouts of America August 2011 - November 2011
Hyannisport Club June 2011 - August 2011
Skills
Microsoft Excel, Corporate Finance, Finance, Investments, Banking, Insurance, Leadership, Economics, Microsoft Word, Community Service, PowerPoint, Time Management, Teamwork, Corporate Communications, Teller Operations, Account Management, Fraud Detection
Education
Endicott College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Sturgis Charter Public School 2009 — 2013
International Baccalaureate Certificate
The Cape Cod Five Cents Savings Bank June 2015 - August 2015
Willowbend Country Club June 2012 - August 2014
Baystate Financial January 2014 - January 2014
Boy Scouts of America August 2011 - November 2011
Hyannisport Club June 2011 - August 2011
Skills
Microsoft Excel, Corporate Finance, Finance, Investments, Banking, Insurance, Leadership, Economics, Microsoft Word, Community Service, PowerPoint, Time Management, Teamwork, Corporate Communications, Teller Operations, Account Management, Fraud Detection
Education
Endicott College 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General
Sturgis Charter Public School 2009 — 2013
International Baccalaureate Certificate
Sara Krake's Baystate Financial Experience July 2015 - Present
Job Client Services Administrator
Industry Insurance
Experience
Baystate Financial July 2015 - Present
Bath & Body Works July 2011 - July 2015
Tavern in the Square June 2012 - September 2012
UMass Boston January 2012 - May 2012
Sephora March 2011 - September 2011
Old Navy July 2010 - June 2011
Mel Booker Music July 2008 - August 2010
Skills
American History, Customer Service, Management, Friendliness, Receptionist Duties, Communication, Public Speaking, Team Building, Education, Data Entry, Time Management, Telephone Skills, Social Networking, Coaching, Sales
Education
University of Massachusetts Boston 2010 — 2013
Bachelor's degree, American Studies
Antelope Valley College 2008 — 2010
General Education, General Studies
Baystate Financial July 2015 - Present
Bath & Body Works July 2011 - July 2015
Tavern in the Square June 2012 - September 2012
UMass Boston January 2012 - May 2012
Sephora March 2011 - September 2011
Old Navy July 2010 - June 2011
Mel Booker Music July 2008 - August 2010
Skills
American History, Customer Service, Management, Friendliness, Receptionist Duties, Communication, Public Speaking, Team Building, Education, Data Entry, Time Management, Telephone Skills, Social Networking, Coaching, Sales
Education
University of Massachusetts Boston 2010 — 2013
Bachelor's degree, American Studies
Antelope Valley College 2008 — 2010
General Education, General Studies
Lindsey Davitt Lindsey Davitt's Baystate Financial Experience June 2013 - August 2013
Job Investment Analyst, Boston Capital
Industry Financial Services
Experience
Boston Capital May 2015 - Present
BioMed Realty May 2014 - May 2015
Baystate Financial June 2013 - August 2013
The Well Healing Arts Center May 2012 - August 2012
Davitt Design Build January 2009 - January 2012
Skills
Research, PowerPoint, English, Microsoft Office, Microsoft Word, Economics, Outlook, Windows, Public Speaking, Teamwork, Budgets, Data Analysis, Microsoft Excel, Market Research, Management, Analysis, Social Media
Education
Dickinson College
Bachelor of Science
Wheeler School
Boston Capital May 2015 - Present
BioMed Realty May 2014 - May 2015
Baystate Financial June 2013 - August 2013
The Well Healing Arts Center May 2012 - August 2012
Davitt Design Build January 2009 - January 2012
Skills
Research, PowerPoint, English, Microsoft Office, Microsoft Word, Economics, Outlook, Windows, Public Speaking, Teamwork, Budgets, Data Analysis, Microsoft Excel, Market Research, Management, Analysis, Social Media
Education
Dickinson College
Bachelor of Science
Wheeler School
Anne Esperian Anne Esperian's Baystate Financial Experience September 2014 - Present
Job Executive Assistant at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2014 - Present
Simply Serving III January 2007 - Present
Gillette stadium 2005 - Present
Baystate Financial Services February 2013 - April 2014
Stoddard Financial, LLC May 1998 - December 2012
STODDARD FINANCIAL January 1998 - November 2012
Financial Perspectives Planning Services 1998 - 2005
Skills
Investments, Training, Insurance, CRM, Management, Lead Generation, Program Management, Account Management, Customer Service, Wealth Management, Retirement Planning, Asset Managment, New Business Development, Mutual Funds, Financial Analysis, Securities, Microsoft Office, Equities, Financial Services, Sales, Marketing, Leadership, Event Management
Education
Northeastern University 1990 — 1996
Bachelor's degree, Criminal Justice and Corrections
Northeastern University 1990 — 1996
Bachelor of Science, Criminal Justice
Northeastern University
Bachelor’s Degree
Baystate Financial September 2014 - Present
Simply Serving III January 2007 - Present
Gillette stadium 2005 - Present
Baystate Financial Services February 2013 - April 2014
Stoddard Financial, LLC May 1998 - December 2012
STODDARD FINANCIAL January 1998 - November 2012
Financial Perspectives Planning Services 1998 - 2005
Skills
Investments, Training, Insurance, CRM, Management, Lead Generation, Program Management, Account Management, Customer Service, Wealth Management, Retirement Planning, Asset Managment, New Business Development, Mutual Funds, Financial Analysis, Securities, Microsoft Office, Equities, Financial Services, Sales, Marketing, Leadership, Event Management
Education
Northeastern University 1990 — 1996
Bachelor's degree, Criminal Justice and Corrections
Northeastern University 1990 — 1996
Bachelor of Science, Criminal Justice
Northeastern University
Bachelor’s Degree
Scott Gordon-Macey, CFP(R), CHFC(R), MBA Scott Gordon-Macey, CFP(R), CHFC(R), MBA's Baystate Financial Experience January 2015 - Present
Job Financial Services Representative, Senior Financial Planner, and Special Needs Planner at Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
Baystate Financial January 2015 - Present
MetLife December 2012 - December 2014
MetLife October 2005 - December 2014
Staples October 2002 - July 2005
Greenfield, MA August 2001 - August 2002
DMT Diamond Machining Technology February 2000 - July 2001
M.S. Walker, Inc. August 1992 - February 2000
Skills
Certified Financial..., Strategic Financial..., Wealth Management..., Investments, Securities, Retirement Planning, 401k, IRAs, Variable Annuities, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Whole Life, Disability Insurance, Long Term Care Insurance, Insurance, Financial Services, Estate Planning, Employee Benefits, Special Needs, Special Needs Trusts
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Marketing
University of Massachusetts, Amherst 1989 — 1993
BA, Marketing
Baystate Financial January 2015 - Present
Baystate Financial January 2015 - Present
MetLife December 2012 - December 2014
MetLife October 2005 - December 2014
Staples October 2002 - July 2005
Greenfield, MA August 2001 - August 2002
DMT Diamond Machining Technology February 2000 - July 2001
M.S. Walker, Inc. August 1992 - February 2000
Skills
Certified Financial..., Strategic Financial..., Wealth Management..., Investments, Securities, Retirement Planning, 401k, IRAs, Variable Annuities, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Whole Life, Disability Insurance, Long Term Care Insurance, Insurance, Financial Services, Estate Planning, Employee Benefits, Special Needs, Special Needs Trusts
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1999
Master of Business Administration (MBA), Marketing
University of Massachusetts, Amherst 1989 — 1993
BA, Marketing
Christian Stahlman Christian Stahlman's Baystate Financial Experience May 2015 - September 2015
Job Private Wealth
Industry Financial Services
Experience
Baystate Financial May 2015 - September 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Wellington Shields June 2012 - July 2012
NOAA June 2010 - June 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's Degree
Bentley University 2011 — 2015
Bachelor’s Degree
University of London 2013 — 2013
Naples High School 2007 — 2011
Baystate Financial May 2015 - September 2015
Morgan Stanley Wealth Management May 2014 - August 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Wellington Shields June 2012 - July 2012
NOAA June 2010 - June 2010
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's Degree
Bentley University 2011 — 2015
Bachelor’s Degree
University of London 2013 — 2013
Naples High School 2007 — 2011
Gordon Thomas's Baystate Financial Experience October 2014 - Present
Job Agency Assistant at Baystate Financial
Industry Financial Services
Experience
Baystate Financial October 2014 - Present
Olympia Moving & Storage July 2014 - September 2014
Strategic Financial Partners June 2013 - December 2013
Skills
Ability to work as part..., Highly self-motivated, Accountable, Accountability, Proficient in Microsoft..., Microsoft Office, Microsoft Word, Investments, Social Media
Education
Wheaton College (MA) 2011 — 2014
Bachelor of Arts (B.A.), Economics
Assumption College 2009 — 2011
Wellesley High School
Wellesley High School
Baystate Financial October 2014 - Present
Olympia Moving & Storage July 2014 - September 2014
Strategic Financial Partners June 2013 - December 2013
Skills
Ability to work as part..., Highly self-motivated, Accountable, Accountability, Proficient in Microsoft..., Microsoft Office, Microsoft Word, Investments, Social Media
Education
Wheaton College (MA) 2011 — 2014
Bachelor of Arts (B.A.), Economics
Assumption College 2009 — 2011
Wellesley High School
Wellesley High School
Dave Donovan's Baystate Financial Experience July 2015 - Present
Job Product Sales and Marketing at Baystate Financial
Industry Higher Education
Experience
Baystate Financial July 2015 - Present
Tints Wear March 2015 - Present
Electric Insurance Company December 2014 - Present
Endicott College September 2011 - Present
Endicott College Networking Club September 2014 - Present
Baystate Financial September 2014 - Present
Keith Construction May 2012 - Present
Keith Construction January 2013 - January 2013
Infinite Success, LLC January 2012 - January 2012
Duxbury High School 2007 - 2011
Skills
Microsoft Excel, Microsoft Word, Communication Skills, Enjoy Working with..., Social Media, Time Management, Team Leadership, Microsoft Office, Positive Can-do Attitude, Data Analysis, Leadership, PowerPoint, Research
Education
Endicott College 2011 — 2015
Bachelor's degree, Business Administration with Finance Concentration
Duxbury High School 2007 — 2011
High School Diploma
Baystate Financial July 2015 - Present
Tints Wear March 2015 - Present
Electric Insurance Company December 2014 - Present
Endicott College September 2011 - Present
Endicott College Networking Club September 2014 - Present
Baystate Financial September 2014 - Present
Keith Construction May 2012 - Present
Keith Construction January 2013 - January 2013
Infinite Success, LLC January 2012 - January 2012
Duxbury High School 2007 - 2011
Skills
Microsoft Excel, Microsoft Word, Communication Skills, Enjoy Working with..., Social Media, Time Management, Team Leadership, Microsoft Office, Positive Can-do Attitude, Data Analysis, Leadership, PowerPoint, Research
Education
Endicott College 2011 — 2015
Bachelor's degree, Business Administration with Finance Concentration
Duxbury High School 2007 — 2011
High School Diploma
Karen Melo, CFP®, ADPA's Baystate Financial Experience September 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Baystate Financial September 2009 - Present
Independence Financial Partners March 2007 - September 2009
State Street Bank June 2001 - February 2007
Putnam Investments September 1999 - April 2001
Education
College for Financial Planning 2014 — 2017
Master of Science in Financial Planning (MSFP)
Bentley University 2005 — 2008
Financial Planning Program
University of Massachusetts Dartmouth 1997 — 2001
B.S., Finance
Baystate Financial September 2009 - Present
Independence Financial Partners March 2007 - September 2009
State Street Bank June 2001 - February 2007
Putnam Investments September 1999 - April 2001
Education
College for Financial Planning 2014 — 2017
Master of Science in Financial Planning (MSFP)
Bentley University 2005 — 2008
Financial Planning Program
University of Massachusetts Dartmouth 1997 — 2001
B.S., Finance
Bradlee Van Brunt Bradlee Van Brunt's Baystate Financial Experience October 2010 - Present
Job Financial Services, CLU, ChFC
Industry Financial Services
Experience
Baystate Financial October 2010 - Present
Northwestern Mutual January 1986 - October 2010
Skills
Securities, Retirement, Investments, Insurance, Asset Allocation, Retirement Planning
Education
Saint Lawrence University 1974 — 1978
BA, Government, History
University School of Milwaukee 1970 — 1974
Baystate Financial October 2010 - Present
Northwestern Mutual January 1986 - October 2010
Skills
Securities, Retirement, Investments, Insurance, Asset Allocation, Retirement Planning
Education
Saint Lawrence University 1974 — 1978
BA, Government, History
University School of Milwaukee 1970 — 1974
Jonathan Beni's Baystate Financial Experience August 2015 - Present
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
Jerry Facey, CFP®, CLU®, ChFC® Jerry Facey, CFP®, CLU®, ChFC®'s Baystate Financial Experience 1997 - Present
Job Baystate Financial, Financial Planner / Registered Representative, MetLife Securities
Industry Financial Services
Experience
Baystate Financial Services 1997 - Present
Baystate Financial 1997 - Present
Unum June 1994 - June 1997
Skills
Fee-Based Financial..., Strategic Financial..., Retirement Income..., Estate Planning, College Saving..., Business succession..., Investments (fee-based..., Life, Disability, and..., Employee Benefits for..., ETFs, Stocks, Bonds, 529 Plans, Financial Advisory, Buy-sell Agreements
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2008
CFP®, Comprehensive Financial Planning
College of the Holy Cross 1990 — 1994
BA, Economics
Northwest Catholic 1986 — 1990
HS
Baystate Financial Services 1997 - Present
Baystate Financial 1997 - Present
Unum June 1994 - June 1997
Skills
Fee-Based Financial..., Strategic Financial..., Retirement Income..., Estate Planning, College Saving..., Business succession..., Investments (fee-based..., Life, Disability, and..., Employee Benefits for..., ETFs, Stocks, Bonds, 529 Plans, Financial Advisory, Buy-sell Agreements
Education
Certified Financial Planner Board of Standards, Inc. 2006 — 2008
CFP®, Comprehensive Financial Planning
College of the Holy Cross 1990 — 1994
BA, Economics
Northwest Catholic 1986 — 1990
HS
Ford Brian Ford Brian's Baystate Financial Experience August 2015 - Present
Job Intern Athletic Department at Worcester State University
Industry Sports
Experience
Baystate Financial August 2015 - Present
Worcester State University February 2015 - Present
John Ryan Company, Inc. June 2010 - March 2015
Atlantis Sports Clubs October 2012 - May 2013
The Patriot Ledger April 2012 - June 2012
Skills
Problem Solving, Leadership, Tactical Planning, Sports Management, Sports Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sports Coaching, Management, Commercial Driving, Research, Sales, Sports Writing, Training, Photoshop, Final Cut Pro, QuickBooks, MovieMaker, iMovie
Education
Nichols College 2011 — 2015
Bachelor of Science in Business Administration (B.B.A.), Sport Management
Marshfield High School 2007 — 2011
High School Diploma
Baystate Financial August 2015 - Present
Worcester State University February 2015 - Present
John Ryan Company, Inc. June 2010 - March 2015
Atlantis Sports Clubs October 2012 - May 2013
The Patriot Ledger April 2012 - June 2012
Skills
Problem Solving, Leadership, Tactical Planning, Sports Management, Sports Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Sports Coaching, Management, Commercial Driving, Research, Sales, Sports Writing, Training, Photoshop, Final Cut Pro, QuickBooks, MovieMaker, iMovie
Education
Nichols College 2011 — 2015
Bachelor of Science in Business Administration (B.B.A.), Sport Management
Marshfield High School 2007 — 2011
High School Diploma
Ryan Swoyer's Baystate Financial Experience February 2015 - Present
Job Financial Advisor Associate at Baystate Financial
Industry
Experience
Baystate Financial February 2015 - Present
Lionbridge June 2014 - September 2014
Nuance Communications May 2013 - September 2013
YardSMART January 2011 - May 2013
Skills
Finance, Economics, Sales, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Customer Service, Leadership, PowerPoint, Salesforce.com, Research, Windows, Time Management
Education
Bentley University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Lincoln Sudbury Regional High School 2007 — 2011
Baystate Financial February 2015 - Present
Lionbridge June 2014 - September 2014
Nuance Communications May 2013 - September 2013
YardSMART January 2011 - May 2013
Skills
Finance, Economics, Sales, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Customer Service, Leadership, PowerPoint, Salesforce.com, Research, Windows, Time Management
Education
Bentley University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Lincoln Sudbury Regional High School 2007 — 2011
Michael Moeller Michael Moeller's Baystate Financial Experience March 2015 - August 2015
Job Associate II at State Street
Industry Investment Management
Experience
State Street September 2015 - Present
Baystate Financial March 2015 - August 2015
Elon Hockey May 2013 - March 2014
BBC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Financial Modeling, Mutual Funds, Investment Strategies, Fixed Income, Derivatives, Financial Risk..., Private Equity, Bloomberg, Trading Systems, Options, Statistical Modeling, Statistical Data..., Microsoft Office, Financial Risk, Finance, Strategic Financial..., Microsoft Excel, Facebook, Social Media, Fundraising, PowerPoint, Microsoft Word, Public Speaking, Leadership
Education
Elon University 2010 — 2014
Finance, Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
State Street September 2015 - Present
Baystate Financial March 2015 - August 2015
Elon Hockey May 2013 - March 2014
BBC May 2013 - August 2013
MFS Investment Management May 2012 - August 2012
Skills
Financial Modeling, Mutual Funds, Investment Strategies, Fixed Income, Derivatives, Financial Risk..., Private Equity, Bloomberg, Trading Systems, Options, Statistical Modeling, Statistical Data..., Microsoft Office, Financial Risk, Finance, Strategic Financial..., Microsoft Excel, Facebook, Social Media, Fundraising, PowerPoint, Microsoft Word, Public Speaking, Leadership
Education
Elon University 2010 — 2014
Finance, Entrepreneurship
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Erica Logan's Baystate Financial Experience 2005 - 2006
Job Manager, Corporate Recruiting at Vericel Corporation
Industry Human Resources
Experience
Vericel Corporation December 2014 - Present
PRO Unlimited February 2013 - December 2014
PRO Unlimited November 2010 - January 2013
Aerotek Scientific May 2009 - September 2010
Aerotek Scientific August 2008 - May 2009
Aerotek Scientific October 2006 - August 2008
Baystate Financial 2005 - 2006
Beacon Hill Staffing Group August 2005 - October 2005
Skills
Vendor Management, Onboarding, Technical Recruiting, Payroll, Employee Relations, Outlook, Interviewing, Microsoft Office, Temporary Staffing, Employee Benefits, Talent Acquisition, Temporary Placement, Management, Applicant Tracking..., Recruiting, Hiring, Interviews, Business Development, Internet Recruiting, Contract Recruitment, Building Relationships, Networking, College Recruiting, Sourcing, Account Management, Human Resources, Talent Management, Staffing Services, Relationship Building
Education
Hamilton College 2000 — 2004
BA, Art History
Nordonia High School
Vericel Corporation December 2014 - Present
PRO Unlimited February 2013 - December 2014
PRO Unlimited November 2010 - January 2013
Aerotek Scientific May 2009 - September 2010
Aerotek Scientific August 2008 - May 2009
Aerotek Scientific October 2006 - August 2008
Baystate Financial 2005 - 2006
Beacon Hill Staffing Group August 2005 - October 2005
Skills
Vendor Management, Onboarding, Technical Recruiting, Payroll, Employee Relations, Outlook, Interviewing, Microsoft Office, Temporary Staffing, Employee Benefits, Talent Acquisition, Temporary Placement, Management, Applicant Tracking..., Recruiting, Hiring, Interviews, Business Development, Internet Recruiting, Contract Recruitment, Building Relationships, Networking, College Recruiting, Sourcing, Account Management, Human Resources, Talent Management, Staffing Services, Relationship Building
Education
Hamilton College 2000 — 2004
BA, Art History
Nordonia High School
Ernola Stefani's Baystate Financial Experience March 2006 - Present
Job Sales Support at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial March 2006 - Present
Jesup & Lamont Securities Corporation December 2005 - March 2006
Cambridge Savings Bank & Appleton Partners, Inc. May 2005 - August 2005
Education
Bentley University 2002 — 2006
Bachelors, Finance
Boston High School 1998 — 2002
HS Diploma
Baystate Financial March 2006 - Present
Jesup & Lamont Securities Corporation December 2005 - March 2006
Cambridge Savings Bank & Appleton Partners, Inc. May 2005 - August 2005
Education
Bentley University 2002 — 2006
Bachelors, Finance
Boston High School 1998 — 2002
HS Diploma
Azadeh Ozzie Ghaneh's Baystate Financial Experience January 2015 - Present
Job Business Manager at Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
MacDonald Insurance and Financial Services October 2001 - November 2014
Education
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (B.A.), Communications/Journalism
Baystate Financial January 2015 - Present
MacDonald Insurance and Financial Services October 2001 - November 2014
Education
University of Massachusetts, Amherst 1995 — 2000
Bachelor of Arts (B.A.), Communications/Journalism
Mike Yoken's Baystate Financial Experience November 1996 - Present
Job Managing Partner at Baystate Financial
Industry Financial Services
Experience
Baystate Financial November 1996 - Present
IDS American Express 1989 - 1994
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Wealth Management, Mutual Funds, Investments, 401k, Finance, Fixed Annuities, Life Insurance, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Series 7, Alternative Investments, Financial Analysis, Long Term Care Insurance, Portfolio Management, Wealth, IRAs, Wealth Accumulation, 401k Rollovers
Education
Assumption College 1983 — 1987
BA, Accounting
St. John's Prep 1979 — 1983
Baystate Financial November 1996 - Present
IDS American Express 1989 - 1994
Skills
Retirement Planning, Retirement, Estate Planning, Insurance, Wealth Management, Mutual Funds, Investments, 401k, Finance, Fixed Annuities, Life Insurance, Securities, Asset Allocation, Financial Advisory, Investment Advisory, Series 7, Alternative Investments, Financial Analysis, Long Term Care Insurance, Portfolio Management, Wealth, IRAs, Wealth Accumulation, 401k Rollovers
Education
Assumption College 1983 — 1987
BA, Accounting
St. John's Prep 1979 — 1983
Albert Ruggiero's Baystate Financial Experience September 2014 - Present
Job Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2014 - Present
OneAmerica Financial Partners Inc September 2010 - August 2014
Goodway Technologies November 2007 - August 2010
Overtime Athletics August 2005 - July 2010
Bridgeport Sound Tigers August 2006 - December 2006
Skills
Investments, Life Insurance, Financial Advisory
Education
Sacred Heart University 2003 — 2007
BA, Media Studies
Lincoln-Sudbury Regional High School 2000 — 2003
Baystate Financial September 2014 - Present
OneAmerica Financial Partners Inc September 2010 - August 2014
Goodway Technologies November 2007 - August 2010
Overtime Athletics August 2005 - July 2010
Bridgeport Sound Tigers August 2006 - December 2006
Skills
Investments, Life Insurance, Financial Advisory
Education
Sacred Heart University 2003 — 2007
BA, Media Studies
Lincoln-Sudbury Regional High School 2000 — 2003
Patrick J. Hinton, CFP®, ChFC®, CLU®'s Baystate Financial Experience December 1998 - Present
Job Senior Financial Planner
Industry Financial Services
Experience
Baystate Financial December 1998 - Present
Skills
Investment Advisory..., Securities, Finance, Retirement Planning, Financial Advisory
Education
North Central College
B.S., Political Science Major, Minor History
Baystate Financial December 1998 - Present
Skills
Investment Advisory..., Securities, Finance, Retirement Planning, Financial Advisory
Education
North Central College
B.S., Political Science Major, Minor History
Noreen McCluskey's Baystate Financial Experience July 2011 - November 2011
Job Registered Investment Professional Seeking New Opportunity
Industry Financial Services
Experience
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
Troy Aarthun's Baystate Financial Experience June 2012 - Present
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial June 2012 - Present
John Hancock Financial Network December 2009 - June 2012
TD Wealth Management January 2008 - December 2009
Edward Jones October 2003 - January 2008
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering, Chemistry
Boston University
Financial Planning
Baystate Financial June 2012 - Present
John Hancock Financial Network December 2009 - June 2012
TD Wealth Management January 2008 - December 2009
Edward Jones October 2003 - January 2008
Education
United States Military Academy at West Point 1980 — 1984
BS, Engineering, Chemistry
Boston University
Financial Planning
Joshua Metayer's Baystate Financial Experience January 2015 - Present
Job Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
Champlain College October 2012 - May 2014
Headwaters MB December 2013 - April 2014
Perrigo June 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Accounting, Leadership, Teamwork, Entrepreneurship, Microsoft Office, Financial Analysis, Financial Planning, Investments, Insurance, Financial Modeling, Microsoft Excel, Management, Public Speaking, Strategy, Accounts Receivable, Finance, Spreadsheets, Customer Service, Research, Microsoft Word, Strategic Planning, Data Analysis, Time Management, Mutual Funds, Portfolio Management
Education
Champlain College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Baystate Financial January 2015 - Present
Champlain College October 2012 - May 2014
Headwaters MB December 2013 - April 2014
Perrigo June 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Accounting, Leadership, Teamwork, Entrepreneurship, Microsoft Office, Financial Analysis, Financial Planning, Investments, Insurance, Financial Modeling, Microsoft Excel, Management, Public Speaking, Strategy, Accounts Receivable, Finance, Spreadsheets, Customer Service, Research, Microsoft Word, Strategic Planning, Data Analysis, Time Management, Mutual Funds, Portfolio Management
Education
Champlain College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Emily Bush's Baystate Financial Experience December 2014 - Present
Job
Industry Financial Services
Experience
Baystate Financial December 2014 - Present
John Hancock Financial Services May 2013 - December 2014
Zipcar January 2012 - May 2013
Skills
Customer Service
Education
Northeastern University 2009 — 2011
BS
American University 2007 — 2008
Baystate Financial December 2014 - Present
John Hancock Financial Services May 2013 - December 2014
Zipcar January 2012 - May 2013
Skills
Customer Service
Education
Northeastern University 2009 — 2011
BS
American University 2007 — 2008
Megha Bector's Baystate Financial Experience May 2014 - August 2014
Job Bryant University
Industry
Experience
Swarovski June 2014 - April 2015
Baystate Financial May 2014 - August 2014
David Yurman June 2013 - September 2013
Skills
Visual Merchandising, Retail, Customer Service, Sales, Merchandising, Loss Prevention, Store Operations, Trend Analysis, Inventory Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, International Business - Finance
Fudan University 2013 — 2013
Swarovski June 2014 - April 2015
Baystate Financial May 2014 - August 2014
David Yurman June 2013 - September 2013
Skills
Visual Merchandising, Retail, Customer Service, Sales, Merchandising, Loss Prevention, Store Operations, Trend Analysis, Inventory Management
Education
Bryant University 2011 — 2015
Bachelor’s Degree, International Business - Finance
Fudan University 2013 — 2013
Jonathan Tobias's Baystate Financial Experience March 2014 - Present
Job Site Coordinator at Baystate Financial
Industry Financial Services
Experience
Baystate Financial March 2014 - Present
Santander Bank, N.A. November 2013 - March 2014
PNC October 2010 - February 2013
The Smith Companies, LTD January 2009 - August 2010
Baystate Financial Services October 2007 - December 2008
MassMutual Financial Group September 2006 - October 2007
Skills
Credit, Loans, Banking, Life Insurance, Portfolio Management, Financial Analysis, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 6, Series 63, Series 65, Life & Health Insurance...
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics
Baystate Financial March 2014 - Present
Santander Bank, N.A. November 2013 - March 2014
PNC October 2010 - February 2013
The Smith Companies, LTD January 2009 - August 2010
Baystate Financial Services October 2007 - December 2008
MassMutual Financial Group September 2006 - October 2007
Skills
Credit, Loans, Banking, Life Insurance, Portfolio Management, Financial Analysis, Investments, Retirement Planning, Wealth Management, Mutual Funds, Series 6, Series 63, Series 65, Life & Health Insurance...
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Economics
Abigail Carroll's Baystate Financial Experience 2009 - 2010
Job Administrative Assistant
Industry Restaurants
Experience
Local Seasonal Kitchen 2013 - Present
Phyphar Inc 2012 - 2013
White Mountain Homes Inc 2010 - 2011
Baystate Financial 2009 - 2010
Skills
Management, Administrative..., Customer Service, Microsoft Office, Microsoft Excel
Education
Lynchburg College 2004 — 2008
BA Economics, Finance, General
Lynchburg College 2004 — 2008
Bachelor's degree, Economics
Local Seasonal Kitchen 2013 - Present
Phyphar Inc 2012 - 2013
White Mountain Homes Inc 2010 - 2011
Baystate Financial 2009 - 2010
Skills
Management, Administrative..., Customer Service, Microsoft Office, Microsoft Excel
Education
Lynchburg College 2004 — 2008
BA Economics, Finance, General
Lynchburg College 2004 — 2008
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY