Berkshire Investment Group
Description
Address: 1408 Penn Ave, Reading, PA 19610 Hours: Closed ⋅ Opens 8:30AM Friday8:30AM–4:30PMSaturdayClosedSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 371-0665: : Website: : Place name: Category: : : : Website: http://www.berkshireinvestmentgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Berkshire Investment Group Posting publicly on the Web Write a review Reviews Be the first to review
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Berkshire Investment Group Employees
Employee
Years
Job
Industry
ANTHONY CURLO ANTHONY CURLO's Berkshire Investment Group Experience 2006 - 2009
Job Quintessential Entrepreneur and Management Advisory Strategist
Industry Investment Management
Experience
DaVinci Technology Corporation (DaVinciTek) October 2004 - Present
New Jersey Staffing Alliance November 2014 - Present
Vistage February 2014 - Present
Garside Homes May 2012 - Present
QRS Systems, Inc. 2007 - 2014
Innovate, Inc. 2007 - 2014
Blue Sky InFlight Catering 2010 - 2012
Berkshire Investment Group 2006 - 2009
Casa Properties, LLC 2004 - 2008
SMC Corporation 2001 - 2004
Skills
Strategy, Giving Back, Executive Management, Business Transformation, Executive Coaching, Venture Capital, Start-ups, Leadership, Entrepreneurship, Management, Business Strategy, Mergers & Acquisitions, Enterprise Software, Business Development, Strategic Planning, New Business Development, Professional Services, IT Management, Networking, Strategic Partnerships
Education
Syracuse University
B.S., Electrical Engineering
Fairleigh Dickinson University-College at Florham
M.B.A., Management, Entrepreneurial Studies
Dover High School
DaVinci Technology Corporation (DaVinciTek) October 2004 - Present
New Jersey Staffing Alliance November 2014 - Present
Vistage February 2014 - Present
Garside Homes May 2012 - Present
QRS Systems, Inc. 2007 - 2014
Innovate, Inc. 2007 - 2014
Blue Sky InFlight Catering 2010 - 2012
Berkshire Investment Group 2006 - 2009
Casa Properties, LLC 2004 - 2008
SMC Corporation 2001 - 2004
Skills
Strategy, Giving Back, Executive Management, Business Transformation, Executive Coaching, Venture Capital, Start-ups, Leadership, Entrepreneurship, Management, Business Strategy, Mergers & Acquisitions, Enterprise Software, Business Development, Strategic Planning, New Business Development, Professional Services, IT Management, Networking, Strategic Partnerships
Education
Syracuse University
B.S., Electrical Engineering
Fairleigh Dickinson University-College at Florham
M.B.A., Management, Entrepreneurial Studies
Dover High School
Bryan A. Stephen Bryan A. Stephen's Berkshire Investment Group Experience December 2011 - Present
Job Partner at Berkshire Investment Group (a branch office of LPL Financial)
Industry Financial Services
Experience
Berkshire Investment Group December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Bodman Chemical / Chemical Associates 1994 - 2005
Embassy of New Zealand October 1986 - June 1994
Skills
Estate Planning, Investments, Private Equity, Mergers, Corporate Finance, Due Diligence, Strategic Financial..., Securities, Strategic Planning, Retirement Planning, Accounting, Financial Analysis, Management, Financial Advisory, Finance, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Planning, Investment Advisory, Series 7, 401k, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Phoenix 2000 — 2005
Bachelor of Science in Business Finance (B.B.A.), Finance, General
Center for Fiduciary Studies
Accredited Investment Fiduciary
Berkshire Investment Group December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Bodman Chemical / Chemical Associates 1994 - 2005
Embassy of New Zealand October 1986 - June 1994
Skills
Estate Planning, Investments, Private Equity, Mergers, Corporate Finance, Due Diligence, Strategic Financial..., Securities, Strategic Planning, Retirement Planning, Accounting, Financial Analysis, Management, Financial Advisory, Finance, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Financial Planning, Investment Advisory, Series 7, 401k, Asset Management
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
University of Phoenix 2000 — 2005
Bachelor of Science in Business Finance (B.B.A.), Finance, General
Center for Fiduciary Studies
Accredited Investment Fiduciary
Jason Claydon, CFP Jason Claydon, CFP's Berkshire Investment Group Experience 2000 - 2003
Job Financial Consultant at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group 2010 - Present
EISI 2006 - 2009
EISI 2005 - 2006
EISI 2004 - 2005
Berkshire Investment Group 2000 - 2003
Investors Group Financial Services Inc. 1998 - 2000
Education
Financial Planning Standards Council 2000 — 2002
CFP, Financial Planning
University of Manitoba
Bachelor of Commerce
University of Manitoba
Bachelor of Arts
Scotia Private Client Group 2010 - Present
EISI 2006 - 2009
EISI 2005 - 2006
EISI 2004 - 2005
Berkshire Investment Group 2000 - 2003
Investors Group Financial Services Inc. 1998 - 2000
Education
Financial Planning Standards Council 2000 — 2002
CFP, Financial Planning
University of Manitoba
Bachelor of Commerce
University of Manitoba
Bachelor of Arts
Darrell Bartlett, CA, CIA Darrell Bartlett, CA, CIA's Berkshire Investment Group Experience 1997 - 2000
Job Chief Compliance Officer at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial March 2014 - Present
Investment Planning Counsel of Canada April 2009 - March 2014
Assante Wealth Management September 2006 - November 2008
RBC April 2004 - June 2006
RBC Dominion Securities January 2003 - April 2004
RBC October 2001 - December 2002
Berkshire Investment Group 1997 - 2000
Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...
Education
University of Alberta 1981 — 1983
Bachelor of Commerce (B.Com.)
Red Deer College 1979 — 1981
B. Comm Transfer
Knowledge First Financial March 2014 - Present
Investment Planning Counsel of Canada April 2009 - March 2014
Assante Wealth Management September 2006 - November 2008
RBC April 2004 - June 2006
RBC Dominion Securities January 2003 - April 2004
RBC October 2001 - December 2002
Berkshire Investment Group 1997 - 2000
Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...
Education
University of Alberta 1981 — 1983
Bachelor of Commerce (B.Com.)
Red Deer College 1979 — 1981
B. Comm Transfer
Nathalie Wong Kee Song's Berkshire Investment Group Experience May 2001 - August 2002
Job Wealth Management Advisor and Financial Planner
Industry Financial Services
Experience
Independent January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS February 2013 - December 2014
National Bank of Canada June 2012 - March 2013
RBC FINANCIAL PLANNING August 2008 - July 2012
RBC Wealth Management August 2008 - July 2012
CIBC Imperial Services August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP May 2001 - August 2002
Investors Group January 1999 - May 2001
RBC Dominion Securities March 1997 - January 1999
RBC July 1992 - March 1997
Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory
Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law
CSI
Canadian securities, Finance, General
Concordia University 1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE
Concordia University 1992 — 1995
Bachelor's degree, Management Information Systems, General
Institute of Canadian bankers
Conduct and practice handbook, Finance, General
JOHN ABBOTT COLLEGE 1990 — 1992
Bachelor of Commerce (B.Com.), commerce
Independent January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS February 2013 - December 2014
National Bank of Canada June 2012 - March 2013
RBC FINANCIAL PLANNING August 2008 - July 2012
RBC Wealth Management August 2008 - July 2012
CIBC Imperial Services August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP May 2001 - August 2002
Investors Group January 1999 - May 2001
RBC Dominion Securities March 1997 - January 1999
RBC July 1992 - March 1997
Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory
Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law
CSI
Canadian securities, Finance, General
Concordia University 1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE
Concordia University 1992 — 1995
Bachelor's degree, Management Information Systems, General
Institute of Canadian bankers
Conduct and practice handbook, Finance, General
JOHN ABBOTT COLLEGE 1990 — 1992
Bachelor of Commerce (B.Com.), commerce
Justin Shoemaker Justin Shoemaker's Berkshire Investment Group Experience April 2015 - Present
Job Jr. Partner / Director of Marketing at Berkshire Investment Group
Industry Financial Services
Experience
Berkshire Investment Group April 2015 - Present
Carpenters Health & Welfare February 2011 - April 2015
Carpenters Health & Welfare November 2009 - February 2011
ING U.S. Wealth Management November 2007 - October 2009
Skills
Auditing, Financial Analysis, Insurance, Investments, Annuities, Corporate Finance, Healthcare, Fixed Annuities, Analysis, Budgets, Employee Benefits, Management, Marketing, Financial Services, Customer Service, Forecasting
Education
Elizabethtown College 2003 — 2007
Bachelor of Science, Business Administration / Finance
Brandywine Heights High School 1999 — 2003
High School Diploma
Berkshire Investment Group April 2015 - Present
Carpenters Health & Welfare February 2011 - April 2015
Carpenters Health & Welfare November 2009 - February 2011
ING U.S. Wealth Management November 2007 - October 2009
Skills
Auditing, Financial Analysis, Insurance, Investments, Annuities, Corporate Finance, Healthcare, Fixed Annuities, Analysis, Budgets, Employee Benefits, Management, Marketing, Financial Services, Customer Service, Forecasting
Education
Elizabethtown College 2003 — 2007
Bachelor of Science, Business Administration / Finance
Brandywine Heights High School 1999 — 2003
High School Diploma
Blanche Fernandes Blanche Fernandes's Berkshire Investment Group Experience 2000 - 2002
Job Administrative Assistant at Jasper Mountain Consulting
Industry Financial Services
Experience
Jasper Mountain Consulting 2011 - Present
Independent Contractor 1988 - Present
Diamond Mortgage Inc 2002 - 2004
Berkshire Investment Group 2000 - 2002
Radiant Health Wellness Centre 1996 - 1998
St. Laurent Corporate Center 1990 - 1993
Skills
terrific interpersonal..., outstanding..., collaborative problem..., report, correspondence..., ability to work..., ability to work under..., researching information..., bookkeeping, event planning, scheduling,..., prepare correspondence,..., management of office..., learn new software..., Microsoft Office (MS..., Windows XP, 7, Acrobat Adobe, WinFund, FundSERV, MortgageBase, Time Management
Education
Queen's University
Bachelor's Degree, Health and Physical Education/Fitness
Kikkawa College
Massage Therapy, Massage Therapy
Jasper Mountain Consulting 2011 - Present
Independent Contractor 1988 - Present
Diamond Mortgage Inc 2002 - 2004
Berkshire Investment Group 2000 - 2002
Radiant Health Wellness Centre 1996 - 1998
St. Laurent Corporate Center 1990 - 1993
Skills
terrific interpersonal..., outstanding..., collaborative problem..., report, correspondence..., ability to work..., ability to work under..., researching information..., bookkeeping, event planning, scheduling,..., prepare correspondence,..., management of office..., learn new software..., Microsoft Office (MS..., Windows XP, 7, Acrobat Adobe, WinFund, FundSERV, MortgageBase, Time Management
Education
Queen's University
Bachelor's Degree, Health and Physical Education/Fitness
Kikkawa College
Massage Therapy, Massage Therapy
Pantea Ghooparanloo Pantea Ghooparanloo's Berkshire Investment Group Experience 2002 - 2003
Job Financial Planner at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse - Financial Planning October 2010 - Present
RBC Asset Management January 2006 - October 2010
UQO 2008 - 2010
RBC Insurance 2002 - 2006
Berkshire Investment group 2002 - 2003
Concordia University 2000 - 2001
Skills
Mutual Funds, Investments, Insurance, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Asset Allocation, Securities, Finance, Financial Services, High Net Worth..., Mortgage Lending, Wealth Management..., Asset Management, Bonds, Equities, Financial Planning
Education
Université du Québec à Montréal 2008 — 2010
MBA, Finance
Islamic Azad University 1993 — 1997
B.Sc., Geology
Université de Montréal - Ecole polytechnique de Montréal
Master of Business Administration (MBA)
TD Waterhouse - Financial Planning October 2010 - Present
RBC Asset Management January 2006 - October 2010
UQO 2008 - 2010
RBC Insurance 2002 - 2006
Berkshire Investment group 2002 - 2003
Concordia University 2000 - 2001
Skills
Mutual Funds, Investments, Insurance, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Asset Allocation, Securities, Finance, Financial Services, High Net Worth..., Mortgage Lending, Wealth Management..., Asset Management, Bonds, Equities, Financial Planning
Education
Université du Québec à Montréal 2008 — 2010
MBA, Finance
Islamic Azad University 1993 — 1997
B.Sc., Geology
Université de Montréal - Ecole polytechnique de Montréal
Master of Business Administration (MBA)
Mike Dobbin's Berkshire Investment Group Experience October 1997 - March 2006
Job Managing Director, Operations Mandeville
Industry Financial Services
Experience
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Portland Wealth Management September 2012 - Present
Mandeville Private Client/Mandeville Wealth Services September 2012 - Present
Dynamic Mutual Funds September 2008 - September 2012
Dundee Securities February 2006 - September 2008
Dundee Wealth Management February 2006 - September 2008
Berkshire Investment Group October 1997 - March 2006
AIC Limited 1997 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Securities, Asset Management, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Financial Services, Capital Markets, Fixed Income, Strategic Financial..., Hedge Funds
Education
University of Guelph 1988 — 1992
Shirley Tong, CPA, CGA's Berkshire Investment Group Experience 1999 - 2000
Job Controller at DSMSJ
Industry Accounting
Experience
DSMSJ January 2011 - Present
ECS 2006 - March 2011
Alliant International University 2004 - 2006
Morris, Davis and Chan 2004 - 2004
Oceanview Enterprises 2001 - 2003
Berkshire Investment Group 1999 - 2000
Technican Pacific Industries 1997 - 1999
Industrial and Commercial Bank of China December 1981 - November 1991
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Payroll, Fixed Assets
Education
CGA Ontario 1998 — 2001
Mohawk College 1997 — 2001
CPA
CPA
DSMSJ January 2011 - Present
ECS 2006 - March 2011
Alliant International University 2004 - 2006
Morris, Davis and Chan 2004 - 2004
Oceanview Enterprises 2001 - 2003
Berkshire Investment Group 1999 - 2000
Technican Pacific Industries 1997 - 1999
Industrial and Commercial Bank of China December 1981 - November 1991
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, Payroll, Fixed Assets
Education
CGA Ontario 1998 — 2001
Mohawk College 1997 — 2001
CPA
CPA
Rob McLaren's Berkshire Investment Group Experience 2004 - 2005
Job Project Manager
Industry Information Technology and Services
Experience
Novantas October 2007 - Present
Xeye April 2005 - September 2007
Berkshire Investment Group 2004 - 2005
Berkshire 1999 - 2004
Skills
IT Strategy, Software Project..., Data Warehousing, SQL, Oracle, Business Intelligence, Financial Services, Business Analysis, SDLC, Analytics, Analysis, Business Requirements, Project Management, Management, PMO, Project Portfolio..., Program Management, Management Consulting, Requirements Gathering, Enterprise Architecture, CRM
Education
Dalhousie University 1994 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
Novantas October 2007 - Present
Xeye April 2005 - September 2007
Berkshire Investment Group 2004 - 2005
Berkshire 1999 - 2004
Skills
IT Strategy, Software Project..., Data Warehousing, SQL, Oracle, Business Intelligence, Financial Services, Business Analysis, SDLC, Analytics, Analysis, Business Requirements, Project Management, Management, PMO, Project Portfolio..., Program Management, Management Consulting, Requirements Gathering, Enterprise Architecture, CRM
Education
Dalhousie University 1994 — 1999
Bachelor of Arts (B.A.), Sociology and Anthropology
Navneet Dhaliwal's Berkshire Investment Group Experience September 1999 - January 2000
Job Special Events and Business Development Coordinator at Association of Municipalities of Ontario
Industry Government Relations
Experience
AMO/LAS October 2006 - Present
City of Brampton September 2004 - October 2006
Women in Film and Television - Toronto March 2004 - June 2004
York International 2002 - 2003
Berkshire Investment Group September 1999 - January 2000
Brownstone McKinnon July 1998 - September 1999
Skills
Event Planning, Strategic Communications, Event Management, Public Relations, Media Relations, Internal Communications, Corporate Communications, Research, Marketing Communications, Strategic Planning, Community Engagement, Social Media, Proposal Writing, Community Development, Budgets, Marketing, Editing, Sponsorship, Training, Nonprofits, Public Policy, Government, Policy
Education
Sheridan College 2003 — 2004
Grad Cert, Corporate Communications
York University 1997 — 2001
Bachelor of Arts (B.A.), Economics
AMO/LAS October 2006 - Present
City of Brampton September 2004 - October 2006
Women in Film and Television - Toronto March 2004 - June 2004
York International 2002 - 2003
Berkshire Investment Group September 1999 - January 2000
Brownstone McKinnon July 1998 - September 1999
Skills
Event Planning, Strategic Communications, Event Management, Public Relations, Media Relations, Internal Communications, Corporate Communications, Research, Marketing Communications, Strategic Planning, Community Engagement, Social Media, Proposal Writing, Community Development, Budgets, Marketing, Editing, Sponsorship, Training, Nonprofits, Public Policy, Government, Policy
Education
Sheridan College 2003 — 2004
Grad Cert, Corporate Communications
York University 1997 — 2001
Bachelor of Arts (B.A.), Economics