Boston Institute of Finance
Address: 260 Charles St, Waltham, MA 02453 Phone: (800) 329-4996: : : : : Hours: Place name: Category: Website: : Website: http://www.bostonifi.com/bif/site/home/contact Category: Financial Institution 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. · Own this business?Add missing informationAdd business hours 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 Boston Institute of Finance Posting publicly on the Web Write a review Reviews Be the first to review
Boston Institute of Finance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Boston Institute of Finance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Boston Institute of Finance Employees
Matthew Stumpf Granite Telecommunications November 2013 - Present
Institute for Finance Education November 2012 - June 2013
Boston Institute of Finance July 2010 - October 2012
Claims Bureau USA August 2008 - July 2010
Skills
Microsoft Excel, Salesforce.com, Customer Service, Sales Operations, Marketing Strategy, Marketing Research, Quantitative Research, Dreamweaver, Photoshop, Quality Management, TESOL, Applied Linguistics, Historical Linguistics, Phonology, Phonetics, Account Management, Manage Client..., Client Development, Telecommunications, Sales Management, Microsoft Office, Management, Leadership, New Business Development, Project Management
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Arts (B.A.), History, Magna cum Laude
Gymnasium Corvianum 2003 — 2004
Foreign Exchange Student
Westford Academy 1999 — 2003
High School
Boston Tea Party Ships & Museum April 2012 - Present
Boston Institute of Finance January 2009 - July 2011
Acadient February 2006 - January 2009
Whole Foods Market September 2005 - January 2006
Skills
Operations Management, Leadership, Marketing Strategy, Sales Management, Training, Customer Service, Customer Satisfaction, Fire Safety, Marketing, CRM, Preventive Maintenance, Maintenance Management, Sales, Salesforce.com, Safety Management..., Project Planning, Web Design, Strategic Planning, New Business Development, HTML, HVAC, Report Writing, Creative Writing, Social Media, Blogging, Recruiting, Leadership Development, Photoshop, Public Speaking
Education
Framingham State College 1998 — 2002
Bachelor's degree, English
Nipmuc Regional Highschool 1994 — 1998
Highschool Diploma, General
Dwayne Ernest EverQuote June 2015 - Present
Patch.com May 2014 - May 2015
Mzinga February 2013 - May 2014
Boston Institute of Finance February 2012 - January 2013
Grand Circle Corporation August 2011 - February 2012
Enterprise Holdings December 2009 - August 2011
Renaissance Property Management March 2006 - December 2009
US Army August 2000 - January 2004
Skills
Account Management, Sales Management, New Business Development, Sales, Marketing Strategy, Key Account Management, Negotiation, Customer Service, Marketing, Strategic Planning, Forecasting, Product Development, Project Management, FMCG, Advertising, Business Development, Sales Operations, Retail, Marketing Communications, B2B, Social Media, Social Media Marketing, pro, SaaS, Platform Integration, Software Solution Sales, Software Sales..., Selling, Leadership, Coaching, Sales Process, Cold Calling, Salesforce.com, Lead Generation, Strategy, Digital Marketing, CRM, Online Marketing, Online Advertising, Direct Sales, Integrated Marketing, Digital Strategy, Management, Digital Media, Email Marketing, Mobile Marketing, Social Networking, Interactive Marketing, Direct Marketing, Brand Development
Education
Johnson and Wales University 2007 — 2015
Bachelor’s Degree, Business Management
Johnson and Wales University 2007 — 2011
Associate, Business Management
Harrison High School
Harrison High School
Chuck Luce Sensible Financial Planning and Management February 2015 - Present
State Street January 2013 - February 2015
Boston Institute of Finance April 2012 - November 2012
Aflac January 2011 - November 2011
Williams Lea November 2007 - March 2010
Mercury Business Services 2005 - 2007
Sharon Merrill Associates 2002 - 2002
Education
Northeastern University 2000 — 2005
BA, Economics
Bryant University 2014 — 2015
Online Certificate in Financial Planning, Financial Planning
David Spurr Verizon January 2013 - Present
Boston Institute of Finance December 2010 - June 2011
Merrill Lynch Global Private Client Group February 2003 - September 2008
Fidelity Private Wealth Management Group September 1999 - February 2003
Coolco Corporation January 1999 - September 1999
Energy North Inc. October 1991 - December 1998
Fidelity Investments February 1987 - October 1991
Fidelity Investments March 1986 - February 1987
Skills
Mutual Funds, Retirement, Investments, Start-ups, Securities, Trading, Series 7, Series 63, Financial Services
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1995
MS, Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 1979 — 1983
BS, Business Administration
Wakefield High School
Boston Institute of Finance 2010 - 2012
Boston Institute of Finance 2010 - 2012
Merrill Lynch October 2008 - June 2010
A.G. Edwards July 2007 - October 2008
East West Mortgage November 2002 - July 2007
Allstate Management 2000 - 2002
Bank of Boston 1987 - 1990
Skills
Investments, Wealth Management, Loans, Series 7, Financial Services, Equities, Credit, Strategic Financial..., Mutual Funds, Asset Management, Financial Analysis, Banking, Portfolio Management, Retirement Planning, Hedge Funds, Mortgage Lending
Education
D'Amore-McKim School of Business at Northeastern University 1984 — 1987
MBA, Finance
University of Pennsylvania 1977 — 1981
BA, Sociology
Beaver Country Day School 1970 — 1977
High School
Spaulding
Boston Institute of Finance September 2013 - Present
Institute for Financial Education October 2012 - Present
Boston Institute of Finance June 2010 - November 2012
Kaplan University October 2006 - March 2010
CLS International, Inc. January 1990 - January 2001
Skills
Staff Development, Strategic Planning, Coaching, Salesforce.com, Business Development, Team Building, Leadership Development, Customer Service, Sales Management, Account Management, New Business Development, Leadership, Team Leadership, Strategic Partnerships, Marketing Strategy, Sales, Business Strategy, Marketing, Management
Education
All India Institute of Medical Science 1976 — 1977
University of South Florida 1972 — 1976
BS, Zoology/Microbiology
Boston Institute of Finance September 2013 - Present
Green Consulting November 2011 - June 2012
Boston Institute of Finance June 2010 - June 2012
Kaplan University March 2006 - June 2010
Education
Hofstra University 1957 — 1961
Bachelor of Business Administration (BBA), Accounting and Finance