Boston Partners Financial Group
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Boston Partners Financial Group Employees
Employee
Years
Job
Industry
Paul Games, MSFS, CLU, ChFC, AEP, CFP® Paul Games, MSFS, CLU, ChFC, AEP, CFP®'s Boston Partners Financial Group Experience August 1983 - March 2009
Job Certified Financial Planner, Owner, Pathfinder Financial Group, Inc.
Industry Financial Services
Experience
Pathfinder Financial Group, Inc. March 2009 - Present
Boston Partners Financial Group August 1983 - March 2009
Education
The American College 1995 — 1998
MS, Financial Services
University of South Florida - College of Business Administration 1979 — 1981
BA, Business Administration
Pathfinder Financial Group, Inc. March 2009 - Present
Boston Partners Financial Group August 1983 - March 2009
Education
The American College 1995 — 1998
MS, Financial Services
University of South Florida - College of Business Administration 1979 — 1981
BA, Business Administration
David Myerson David Myerson's Boston Partners Financial Group Experience July 2010 - July 2011
Job "The CutMan" at Haymakers for Hope
Industry Nonprofit Organization Management
Experience
Haymakers for Hope July 2010 - Present
MindBright October 2013 - Present
Boston Partners Financial Group July 2010 - July 2011
Skills
Fundraising, Nonprofits, Event Management, Time Management, Social Media, QuickBooks, Microsoft Excel, Financial Analysis, Training, Editing, Marketing
Education
Bates College 2006 — 2010
B.A., Economics, Ancient Roman History
General Assembly 2014 — 2015
Other, Front End Web Development
Harvard Extension School 2012 — 2012
Other, Fundamentals of Accounting and Finance for Governmental and Nonprofit Organizations
Trinity College Rome Campus 2009 — 2009
Dover Sherborn High School 2002 — 2006
Haymakers for Hope July 2010 - Present
MindBright October 2013 - Present
Boston Partners Financial Group July 2010 - July 2011
Skills
Fundraising, Nonprofits, Event Management, Time Management, Social Media, QuickBooks, Microsoft Excel, Financial Analysis, Training, Editing, Marketing
Education
Bates College 2006 — 2010
B.A., Economics, Ancient Roman History
General Assembly 2014 — 2015
Other, Front End Web Development
Harvard Extension School 2012 — 2012
Other, Fundamentals of Accounting and Finance for Governmental and Nonprofit Organizations
Trinity College Rome Campus 2009 — 2009
Dover Sherborn High School 2002 — 2006
Timothy Duffany, CFP® Timothy Duffany, CFP®'s Boston Partners Financial Group Experience July 2006 - October 2008
Job Partner at Single Point Partners
Industry Financial Services
Experience
Single Point Partners June 2012 - Present
The Family & Business Advisory Group November 2008 - June 2012
Boston Partners Financial Group July 2006 - October 2008
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Personal CFO, eMoney, Strategic Financial..., Small Business, Portfolio Management, Financial Advisory, Financial Services, Asset Allocation, Wealth Accumulation, Finance
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Williston Northampton School 2001 — 2002
Single Point Partners June 2012 - Present
The Family & Business Advisory Group November 2008 - June 2012
Boston Partners Financial Group July 2006 - October 2008
Skills
Wealth Management, Retirement Planning, Estate Planning, Financial Planning, Investments, Personal CFO, eMoney, Strategic Financial..., Small Business, Portfolio Management, Financial Advisory, Financial Services, Asset Allocation, Wealth Accumulation, Finance
Education
Bryant University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Williston Northampton School 2001 — 2002
Gabriella Prawdzik's Boston Partners Financial Group Experience June 2011 - November 2011
Job Marketing Associate at UDR
Industry Marketing and Advertising
Experience
UDR January 2013 - Present
Xenon Corporation May 2012 - December 2012
900 Degrees December 2011 - May 2012
Manchester Monarchs September 2011 - May 2012
Boston Partners Financial Group June 2011 - November 2011
Boston Partners May 2011 - August 2011
Skills
Social Media, Facebook, Microsoft Word, Typing, Pinterest, Time Management, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Twitter, Foursquare, Communication Skills, Interpersonal Skill, Leasing, Advertising, Social Media Marketing, Communication, Sales, Marketing
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (BS), Marketing
Florence University of the Arts 2010 — 2010
Andover High School 2004 — 2008
UDR January 2013 - Present
Xenon Corporation May 2012 - December 2012
900 Degrees December 2011 - May 2012
Manchester Monarchs September 2011 - May 2012
Boston Partners Financial Group June 2011 - November 2011
Boston Partners May 2011 - August 2011
Skills
Social Media, Facebook, Microsoft Word, Typing, Pinterest, Time Management, Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Twitter, Foursquare, Communication Skills, Interpersonal Skill, Leasing, Advertising, Social Media Marketing, Communication, Sales, Marketing
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (BS), Marketing
Florence University of the Arts 2010 — 2010
Andover High School 2004 — 2008
Lynn Tran Lynn Tran's Boston Partners Financial Group Experience September 2010 - December 2011
Job Marketing and Project Management
Industry Financial Services
Experience
BNY Mellon February 2013 - Present
Boston Partners Financial Group, LLC January 2012 - March 2013
Hairlines Salon April 2006 - January 2012
Boston Partners Financial Group September 2010 - December 2011
Skills
Customer Service, Budgeting, Administration, Social Media, Email Marketing, Microsoft Office, Social Media Marketing, Social Networking, Blogging, Research, Public Speaking, Special Events, Daily Reports, Performance Reporting, Scheduling, Word, Strategic Planning, Customer Relations, Outlook, Smart Office, HTML, Excel, PowerPoint, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Marketing
Suffolk University 2007 — 2011
BSBA, Marketing, Legal Studies and Finance Double Minor
Northeast Metropolitan Regional Vocational Technical High School 2003 — 2007
High School Diploma, Cosmetology
BNY Mellon February 2013 - Present
Boston Partners Financial Group, LLC January 2012 - March 2013
Hairlines Salon April 2006 - January 2012
Boston Partners Financial Group September 2010 - December 2011
Skills
Customer Service, Budgeting, Administration, Social Media, Email Marketing, Microsoft Office, Social Media Marketing, Social Networking, Blogging, Research, Public Speaking, Special Events, Daily Reports, Performance Reporting, Scheduling, Word, Strategic Planning, Customer Relations, Outlook, Smart Office, HTML, Excel, PowerPoint, Recruiting, Microsoft Excel, Budgets, Microsoft Word
Education
Southern New Hampshire University 2012 — 2014
Master of Business Administration (MBA), Marketing
Suffolk University 2007 — 2011
BSBA, Marketing, Legal Studies and Finance Double Minor
Northeast Metropolitan Regional Vocational Technical High School 2003 — 2007
High School Diploma, Cosmetology
Sam Kallmerten's Boston Partners Financial Group Experience May 2010 - September 2010
Job Leasing Representative at Brixmor Property
Industry Real Estate
Experience
Brixmor Property Group September 2011 - Present
Meridian Realty Group, LLC September 2010 - September 2011
Preston Todd Advisors February 2011 - April 2011
Boston Partners Financial Group May 2010 - September 2010
Education
Bentley University 2007 — 2011
Bachelor, Economics- Finance (Major) Law (Minor)
JTR Global School for Professional Development
Leasing II
BU Center For Professional Education
Certificate in Commercial Real Estate
Brixmor Property Group September 2011 - Present
Meridian Realty Group, LLC September 2010 - September 2011
Preston Todd Advisors February 2011 - April 2011
Boston Partners Financial Group May 2010 - September 2010
Education
Bentley University 2007 — 2011
Bachelor, Economics- Finance (Major) Law (Minor)
JTR Global School for Professional Development
Leasing II
BU Center For Professional Education
Certificate in Commercial Real Estate
Justin Littlefield, CFP®, CPWA®, AIF® Justin Littlefield, CFP®, CPWA®, AIF®'s Boston Partners Financial Group Experience September 2002 - February 2012
Job Private Wealth Advisor V.P. at Antaeus Wealth Advisors, LLC
Industry Financial Services
Experience
Antaeus Wealth Advisors, LLC February 2012 - Present
Boston Partners Financial Group September 2002 - February 2012
Triene, Inc. 2001 - 2001
Bear Stearns 1999 - 2000
Skills
Financial Planning, High Net Worth..., Portfolio Management, Retirement Planning, Estate Planning
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Economics
Lynnfield High School
Antaeus Wealth Advisors, LLC February 2012 - Present
Boston Partners Financial Group September 2002 - February 2012
Triene, Inc. 2001 - 2001
Bear Stearns 1999 - 2000
Skills
Financial Planning, High Net Worth..., Portfolio Management, Retirement Planning, Estate Planning
Education
Dartmouth College 1994 — 1999
Bachelor of Arts (B.A.), Economics
Lynnfield High School
Andrew Marden Andrew Marden's Boston Partners Financial Group Experience January 2011 - April 2011
Job Marden's Surplus and Salvage
Industry Retail
Experience
NetCracker April 2013 - May 2014
American Tower June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College August 2008 - May 2012
Mardens Inc August 2010 - August 2011
Boston Partners Financial Group January 2011 - April 2011
Skills
Investments, Leadership, Accounting, Finance, Financial Accounting, Bloomberg, Critical Thinking, Managerial Finance, Portfolio Management, Sales, Auditing, Research, SPSS, PowerPoint, Microsoft Office
Education
Saint Anselm College 2008 — 2012
Financial Economics, Public Policy
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
NetCracker April 2013 - May 2014
American Tower June 2012 - April 2013
Merrill Lynch January 2012 - May 2012
Saint Anselm College August 2008 - May 2012
Mardens Inc August 2010 - August 2011
Boston Partners Financial Group January 2011 - April 2011
Skills
Investments, Leadership, Accounting, Finance, Financial Accounting, Bloomberg, Critical Thinking, Managerial Finance, Portfolio Management, Sales, Auditing, Research, SPSS, PowerPoint, Microsoft Office
Education
Saint Anselm College 2008 — 2012
Financial Economics, Public Policy
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
Erica McArdle Erica McArdle's Boston Partners Financial Group Experience August 2010 - December 2010
Job Marketing Manager, Events at RISI
Industry Marketing and Advertising
Experience
RISI July 2014 - Present
American Student Assistance March 2014 - June 2014
Barton Associates Inc. June 2013 - February 2014
Harmony Healthcare International, Inc. July 2011 - June 2013
Boston Partners Financial Group August 2010 - December 2010
Harmony Healthcare International May 2010 - December 2010
Skills
Blogging, Advertising, Social Media, Facebook, Salesforce.com, Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Microsoft Office, Healthcare, Trade Shows, Leadership, Sales, Social Media Marketing, CRM, Management, Business Development, Customer Service, Newsletters, PowerPoint, WordPress, Email Marketing, Social Networking, Lead Generation
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Masconomet Regional High School 2004 — 2007
High School Diploma
RISI July 2014 - Present
American Student Assistance March 2014 - June 2014
Barton Associates Inc. June 2013 - February 2014
Harmony Healthcare International, Inc. July 2011 - June 2013
Boston Partners Financial Group August 2010 - December 2010
Harmony Healthcare International May 2010 - December 2010
Skills
Blogging, Advertising, Social Media, Facebook, Salesforce.com, Marketing Communications, Marketing, Marketing Strategy, Public Speaking, Microsoft Office, Healthcare, Trade Shows, Leadership, Sales, Social Media Marketing, CRM, Management, Business Development, Customer Service, Newsletters, PowerPoint, WordPress, Email Marketing, Social Networking, Lead Generation
Education
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Saint Anselm College 2007 — 2011
Bachelor of Arts, Business
Masconomet Regional High School 2004 — 2007
High School Diploma
Jake Curtin Jake Curtin's Boston Partners Financial Group Experience August 2011 - January 2012
Job Northeast Door Corp.
Industry Retail
Experience
Northeast Door Corp June 2015 - Present
Lincoln Financial Group December 2011 - June 2015
Boston Partners Financial Group August 2011 - January 2012
Northeast Door Corp April 2007 - August 2010
Skills
Series 7, Mutual Funds, Securities, Investments, PowerPoint, Financial Analysis, Wealth Management, Risk Management, Retirement Planning
Education
Plymouth State University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Plymouth State University 2007 — 2011
Bachelors, Business Administration / Economics
Northeast Door Corp June 2015 - Present
Lincoln Financial Group December 2011 - June 2015
Boston Partners Financial Group August 2011 - January 2012
Northeast Door Corp April 2007 - August 2010
Skills
Series 7, Mutual Funds, Securities, Investments, PowerPoint, Financial Analysis, Wealth Management, Risk Management, Retirement Planning
Education
Plymouth State University 2012 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
Plymouth State University 2007 — 2011
Bachelors, Business Administration / Economics
Joe Latona's Boston Partners Financial Group Experience July 2005 - September 2011
Job President at Goldfinch Financial
Industry Financial Services
Experience
Goldfinch Financial November 2013 - Present
United Healthcare Medicare Solutions 2010 - 2014
United Healthcare Medicare Solutions 2010 - 2014
Baystate Financial Services August 2011 - October 2013
Boston Partners Financial Group July 2005 - September 2011
Skills
Securities, Financial Planners, Analysis, Project Planning, Finance, Investments, Series 63, Strategic Partnerships, Risk Management, Insurance, Strategic Financial..., Investment Strategies, Strategy, Retirement Planning, FINRA, Mutual Funds, Small Business, Tax
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA), Theology
Goldfinch Financial November 2013 - Present
United Healthcare Medicare Solutions 2010 - 2014
United Healthcare Medicare Solutions 2010 - 2014
Baystate Financial Services August 2011 - October 2013
Boston Partners Financial Group July 2005 - September 2011
Skills
Securities, Financial Planners, Analysis, Project Planning, Finance, Investments, Series 63, Strategic Partnerships, Risk Management, Insurance, Strategic Financial..., Investment Strategies, Strategy, Retirement Planning, FINRA, Mutual Funds, Small Business, Tax
Education
Saint Anselm College 2001 — 2005
Bachelor of Arts (BA), Theology