Brighton House Associates
Address: 230 Congress St #303, Boston, MA 02110 Hours: Closed ⋅ Opens 8:30AM Tue Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (508) 786-0480Website: : : Category: : : Place name: : : Website: http://www.brightonhouseassociates.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 question See all questions (3) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Brighton House Associates LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Brighton House Associates Employees
Brighton House Associates December 2014 - Present
Morgan Stanley Investment Management January 2014 - December 2014
Morgan Stanley Investment Management August 2013 - January 2014
Morgan Stanley June 2011 - August 2013
Skills
Fixed Income, Investments, Hedge Funds, Relationship Management, Credit, Series 7, Series 63, Investment Management, Mutual Funds, Liquidity, Economics, Research, Bloomberg, Risk Management, Asset Management, Data Analysis
Education
Fordham University 2011 — 2013
Master of Arts (M.A.), Economics
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy and Spanish Language and Literature
PSM Clean Energy November 2014 - Present
MassChallenge May 2015 - Present
Brighton House Associates February 2014 - October 2014
Prime, Buchholz & Associates March 2011 - November 2013
Wells Fargo May 2008 - October 2010
The Stubblebine Company May 2006 - May 2008
Skills
Wealth Management, Pensions, Investments, Portfolio Management, Asset Allocation, New Business Development, Series 7, Asset Management, Mutual Funds, Equities, Strategic Financial..., Alternative Investments, Investment Advisory, Bloomberg, Investment Strategies, Hedge Funds, Due Diligence, Private Equity, Financial Advisory, Financial Services
Education
Gordon College 2002 — 2006
Bachelor of Arts, Finance
Colonie Central High School 1998 — 2002
Brighton House Associates May 2015 - Present
TriCab (USA) Inc. May 2013 - June 2015
Gaudette Insurance Agency, Inc. June 2014 - August 2014
Krass & Co. September 2012 - December 2013
Blackstone Valley Cinema Deluxe April 2012 - January 2013
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Team Leadership, Research, Market Research, Management, Customer Service, Investments, Financial Modeling, Economics, Strategic Planning, Accounting, Access, Equity Research, Equity Trading, SQL, Salesforce.com, Business Strategy, Project Planning, Marketing Strategy, Management Consulting
Education
Providence College 2012 — 2016
Business Management, Minor: Finance
Marianapolis Preparatory School 2008 — 2012
High School Diploma
lululemon athletica August 2012 - Present
Brighton House Associates November 2014 - May 2015
MIS Training Institute July 2014 - November 2014
MIS Training Institute March 2014 - July 2014
Bernardi Volvo March 2012 - August 2013
Bernardi Audi March 2009 - August 2011
Skills
Social Networking, Social Media, Marketing Communications, Public Relations, Media Relations, Interpersonal..., Sales, Event Planning, Retail Sales, Retail Marketing, Facebook, Organization, Merchandising, Event Management, Events Coordination, Conference Coordination, Customer Service, PowerPoint, Microsoft Excel, Event Sales, Sponsorship Sales, Sponsorship Management, Event Based Marketing, Microsoft Office, Marketing
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Science (BS), Communication, General
University of Hartford 2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Brighton House Associates August 2013 - Present
UC Funding, Debt & Equity Investment Fund April 2013 - August 2013
Brown Brothers Harriman July 2012 - April 2013
Mt. Hood Golf Course June 2009 - October 2012
Saint Anselm College February 2011 - August 2012
Red Key Honors Society September 2009 - May 2012
Saint Anselm College August 2011 - December 2011
Meelia Center for Community Service August 2008 - May 2011
Student Government September 2008 - February 2010
Forestdale Cemetery October 2005 - December 2007
Skills
Statistics, Writing, Research, Microsoft Office, Excel, Microsoft Excel, Spanish, Social Media, Loan Origination, Financial Analysis, Private Equity, Networking, New Business Development, Leadership, Investments, Entrepreneurship, Due Diligence, Venture Capital, Banking, Real Estate, Commercial Lending, Commercial Real Estate, Commercial Real Estate..., Funding, Time Management, Marketing, Investment Properties, Equities, Mortgage Lending, Salesforce.com, Executive Management, Bloomberg, Real Estate Economics, Real Estate Financing, Finance, Trading, Asset Management, Valuation, Financial Services, Financial Risk, Brokerage, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Analysis, Financial Structuring, Mutual Funds, Loans, Structured Finance, Alternative Investments
Education
Saint Anselm College 2008 — 2012
Bachelor of Arts, Financial Economics
Malden Catholic 2004 — 2008
High School Diploma
Eye Designs Optometry September 2015 - Present
Eye Designs Optometry April 2015 - Present
Lantern Financial LLC August 2013 - Present
Brighton House Associates May 2014 - February 2015
Lantern Financial LLC June 2012 - May 2014
Girl Scouts of the USA January 2013 - June 2013
Simmons College Economics Committee September 2012 - May 2013
Eye Designs Optometry November 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English, Teaching, Training, Leadership, Management, Budgets, Project Management, Marketing, New Business Development, Event Planning
Education
Simmons College 2011 — 2013
Bachelor of Arts (BA), Economics, Minor in Environmental Studies, Magna Cum Laude, 3.8 (out of 4.0)
Mira Loma High School 2006 — 2010
Financial Services and Financial Technology 2015 - Present
Interactive Data 2014 - 2015
Brighton House Associates 2013 - 2013
S&P Capital IQ (formerly Standard & Poor's) 1996 - 2012
Skills
Business Development, Relationship Management, Strategy, Contract Negotiation, Capital Markets, New Business Development, Financial Markets, Financial Services, Mutual Funds, Selling, Finance, Management, Equities, Investments, Financial Modeling, Sales, Business Planning, Valuation, Customer Service, Market Data, Equity Research, Financial Analysis, Business Strategy, Data Feeds, Negotiation, Securities, Strategic Partnerships, Corporate Finance, Asset Managment, Investment Management, Trading, Risk Management, Analytics, Marketing Strategy, Mergers & Acquisitions, Sales Process, Sales Management, Consultative Selling, Customer Relations, Asset Allocation, Venture Capital, Pricing, Corporate Development, ETFs, Electronic Trading, Competitive Analysis, Start-ups, Due Diligence, Investor Relations, Fixed Income
Education
Boston University Questrom School of Business
MBA, Finance
Clark University
BA, Double major in Management and Psychology; Minor concentration in Economics
Boston Bagel Company, LLC June 2013 - Present
Yoberry June 2012 - Present
Life Science Nation September 2012 - May 2013
Brighton House Associates July 2011 - July 2012
Brighton House Associates June 2010 - July 2011
BMEGateway September 2007 - October 2009
Skills
Alternative Investments, Hedge Funds, Investments, Business Development, Marketing, Institutional..., Equities, Private Equity, Fixed Income, Funding, Equity Research
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
BA
Governor's Academy 1998 — 2002
Brighton House Associates July 2015 - Present
Deloitte & Touche August 2013 - July 2015
Deloitte & Touche May 2011 - August 2013
Fidelity Prime Services May 2009 - April 2011
Fidelity Capital Markets September 2007 - May 2009
Cornell Sports Marketing Group October 2004 - March 2007
Fidelity Central Consulting May 2006 - August 2006
Skills
Capital Markets, Hedge Funds, Securities, Reconciliation, Regulatory Reporting, Investment Operations, Cost Basis Reporting, Advent, Building Relationships, Vendor Management, Form PF, Investments, Private Equity, Account Reconciliation, Valuation, Banking, Equities, Financial Services, Weapons of Mass...
Education
Cornell University 2004 — 2007
Bachelor of Science, Industrial and Labor Relations
Middlesex School 1999 — 2003
Brighton House Associates June 2014 - Present
Brighton House Associates August 2013 - Present
Brook Venture Partners June 2013 - August 2013
Fidelity Investments July 2012 - August 2012
MAST Capital Management May 2012 - July 2012
Skills
Financial Analysis, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Equities
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2006 — 2009
Strategos Capital Management July 2012 - Present
JPMorgan Chase August 2011 - July 2012
Parker Point Capital, LLC September 2010 - August 2011
Brighton House Associates August 2007 - August 2011
Skills
Investments, Relationship Management, Trading, Asset Management, Mutual Funds, Institutional..., Private Equity, Equities, Investor Relations, Bloomberg, Fund Of Funds, Asset Allocation, Alternative Investments, Asset Managment, Series 7, Investment Strategies, Fixed Income
Education
Isenberg School of Management, UMass Amherst 2004 — 2008
BS, College of Natural Resources and the Environment
Outward Bound Wilderness Program 2003 — 2003
Colorado Rockies
Framingham HS
Souther Cross University, Australia
Electronic Arts (EA) May 2014 - Present
Nival November 2013 - May 2014
International Game Developers Association, Boston September 2012 - May 2014
Independent Consultant December 2012 - November 2013
Subatomic Studios LLC May 2011 - February 2013
Fire Hose Games April 2010 - April 2011
Big-Bad Game Consulting November 2009 - September 2010
Metaversal Studios May 2009 - October 2009
Pembroke Investments LLC November 2008 - April 2009
Brighton House Associates July 2008 - November 2008
Skills
Video Games, Business Development, Marketing, Public Relations, PS3, iOS, Android, Steam, Brand Development, Community Management, Project Management, Video Game Production, Video Game Distribution, Video Game Publishing, Social Media Marketing, Android App Distribution, iTunes App Store, Advertising, Mergers and Acquisitions, Licensing, Strategic Negotiations, Video Game Development, Computer Game..., Team Management, Leadership, Video Game Marketing, iOS Development, iOS App Marketing, Finance, Game Development, Social Media, Marketing Strategy, Brand Management, Gaming Industry, Game Design, Unity3D, Online Gaming, Casual Games, Xbox 360, Computer Games, Monetization, MMO, iPhone, Strategic Partnerships, MMORPG
Education
Babson College 2004 — 2008
Bachelor of Science in Business Administration
Monash University, School of Economics 2006 — 2006
International Economics
Art Institute of Chicago 2001 — 2001
Digipen Institute of Technology 2000 — 2000
Brighton House Associates May 2014 - Present
TBA League January 2010 - Present
M & M Futures LLC July 2010 - July 2014
Kaon Interactive May 2013 - September 2013
Blotter May 2010 - September 2010
Skills
Strategic Planning, Salesforce.com, Sales, Financial Investments, Microsoft Office, Microsoft Excel, Windows, Outlook, Microsoft Word, Hedge Funds, Alternative Investments, Fund Of Funds, Portfolio Management, Equities, Securities, Asset Management, Investment Strategies, Emerging Markets, Due Diligence, Trading, Options, Investor Relations, Capital Markets, Asset Allocation
Education
Bryant University
Bachelor of Business Administration (B.B.A.), Finance
Framingham High School
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
LPL Financial 2015 - Present
LPL Financial 2012 - Present
Brighton House Associates 2010 - February 2012
The Hanover Insurance Group 2008 - 2010
Landmark Partners 2008 - 2008
Skills
Alternative Investments, Bloomberg, Hedge Funds, Asset Management, Real Estate Investment, ETFs, Salesforce.com, CRM, Investor Relations, Business Development, Mutual Funds, Series 7, Fixed Income
Education
Trinity College-Hartford 2004 — 2008
BA, Economics, Sociology
The Institute at Palazzo Rucellai 2007 — 2007
Summer Economics Program
Longmeadow High School, MA 2000 — 2004
Brighton House Associates December 2013 - June 2015
CAIA Association March 2012 - December 2013
VizQuest Ventures May 2011 - September 2011
roulston research February 2011 - June 2011
Crane Data LLC 2007 - 2010
West End House Camp June 2005 - August 2009
Skills
Market Research, Social Media Marketing, Research, Google Analytics, Microsoft Excel, Salesforce.com, Blogging, Economics, Sales, PowerPoint, SEO, Spanish-speaking, Alternative Investments, Hedge Funds, Private Equity, Equities, Investor Relations, Data Analysis, Quantitative Analytics, Microsoft Office, Marketing Research, Access, Public Speaking, B2B Marketing, Google Adwords, Statistics, Microsoft Word, Econometrics, Google Webmaster Tools, B2B Marketing Strategy, SEO copywriting, Marketing Copy, MailChimp, SurveyMonkey, SugarCRM, Bit.ly, Microsoft Expression, Jigsaw, WordPress
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Business/Managerial Economics
Florida State University - Panamá 2011 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Westborough High School 2004 — 2008
Diploma
Trinity Partners July 2015 - Present
Trinity Partners July 2014 - July 2015
Life Science Nation September 2012 - July 2014
Carlisle & Company July 2011 - September 2012
Brighton House Associates January 2011 - May 2011
Arctaris Capital January 2010 - December 2010
Skills
Business Strategy, Management Consulting, Business Development, Biotechnology, Healthcare Consulting, Venture Capital, Due Diligence, Data Analysis, Competitive Analysis, Financial Analysis, Market Analysis, Financial Modeling, Alternative Investments, Market Research, Public Speaking, Tableau, Microsoft Office, Microsoft Excel, Strategy
Education
Bentley University
B.S./B.A., Management/Global Perspectives/French
Portsmouth Abbey School
High School Diploma
Brighton House Associates September 2014 - Present
Attivio January 2014 - July 2014
Punchey September 2012 - January 2014
Yodle November 2010 - September 2012
Yodle, Inc. January 2008 - November 2010
Yahoo! HotJobs December 2005 - January 2008
Yahoo! HotJobs April 2004 - December 2005
Yahoo! HotJobs November 2001 - March 2004
Compete, Inc. 2000 - 2001
Iconomy.com 1999 - 2000
Skills
Strategy, Online Advertising, E-commerce, Sales Process, Leadership, Sales, Management, Selling, New Business Development, Advertising, Sales Management, Training, Cold Calling, Business Strategy, Team Management, SEM, Lead Generation, Account Management, SaaS, PPC, Recruiting, Team Building, CRM, SEO, Customer Acquisition, Analytics, Salesforce.com, Start-ups
Education
Boston University 2000 — 2002
Masters of Science, Electronic Commerce
Saint Anselm College 1993 — 1997
BS, Business
BHA SELECT NETWORK, LLC June 2014 - Present
Brighton House Associates October 2013 - June 2014
Investor Group Services (IGS) August 2012 - October 2013
United States Department of Defense June 2011 - September 2011
Skills
Microsoft Excel, Alternative Investments, Hedge Funds, Microsoft Word, Private Equity, Relationship Management, Salesforce, Management, Mutual Funds, Strategy
Education
Universitat Autònoma de Barcelona
Abroad Term, International Relations
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science (BS), Managerial Economics
Brighton House Associates November 2014 - Present
Brook Venture Partners January 2014 - November 2014
Baystate Financial Services March 2011 - December 2013
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2015
Sacred Heart University 2003 — 2007
Bachelor of Arts, Business Administration; Marketing
The University of Notre Dame Australia 2006 — 2006
KLF & D Solutions December 2009 - Present
PJA Services June 2013 - Present
Brighton House Associates November 2013 - May 2014
Partnership Employment April 2009 - December 2009
Marathon Staffing Group January 2008 - April 2009
The Boston Herald August 2007 - December 2007
The Credit Network 1997 - 2000
The Credit Network 1997 - 2000
Skills
Sales, Business Development, Small Business, Account Management, Selling, Lead Generation, Recruiting, New Business Development, Marketing Strategy, Training, Cold Calling, Sales Management, Team Building, Time Management, Salesforce.com, Leadership, Management, Start-ups, Marketing, Networking, Sales Process, Customer Retention
Education
Bentley University 1995 — 1996
Framingham State University 1991 — 1994
St. Thomas Restaurant Group, USVI March 2014 - Present
The Spoleto Restaurant Group September 2012 - March 2014
The Spoleto Restaurant Group July 2011 - September 2012
James Madison University October 2009 - June 2011
Easy Star Recods May 2010 - October 2010
Mass Appeal Entertainment May 2008 - August 2008
Bangorang Productions January 2008 - May 2008
Brighton House Associates May 2007 - August 2007
Skills
Public Relations, Press Releases, Facebook, Promotions, Music, Hospitality Management, Corporate Communications, Marketing Communications, Restaurant Management, Restaurant Marketing, Customer Relations, Marketing, New Media, Management, Event Management
Education
James Madison University 2005 — 2010
B.A, Communications, Spanish, Music Industry
Universidad Pontificia de Salamanca 2007 — 2007
Spanish, spanish
Brighton House Associates June 2015 - Present
Fidelity Investments November 2013 - May 2015
Fidelity Investments February 2006 - November 2013
Fidelity Investments March 2005 - January 2006
Putnam Investments April 2003 - November 2004
Putnam Investments August 2000 - April 2003
Putnam Investments January 2000 - August 2000
Skills
Sales Management, Registered Investment..., Series 24, Series 7, Series 63, Series 51, Business Consulting, Business Development, Practice Managemet, Inside Sales, 401k, Mutual Funds, Retirement, Rollovers, Sales
Education
Boston College - Carroll School of Management 1995 — 1999
Bachelor of Science (BS), Marketing and Information Systems
Brighton House Associates June 2014 - Present
Gambro June 2013 - September 2013
The New York Racing Association July 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Outlook, Research, Customer Service, Data Analysis, Microsoft Word, Salesforce.com, Social Networking, Social Media, Teamwork, Leadership, Alternative Investments, SAP, Process Model, Windows 7, FactSet, OneNote, Concur, International Business, Finance, ZoomInfo, Stata, Writing
Education
Bentley University 2010 — 2014
Bachelor of Science (BS)
Shenendehowa High School 2007 — 2010
State of Rhode Island June 2013 - Present
Hastings Equity Partners, LLC May 2011 - May 2013
Brighton House Associates January 2010 - May 2011
Legacy Financial Group, LLC/MassMutual September 2008 - December 2010
MassMutual Financial Group June 2008 - September 2008
Skills
Private Equity, Business Development, Portfolio Management, Equity Research, Financial Analysis, Funding, Analysis, Capital, Mergers & Acquisitions, Business Valuation, LBO, Venture Capital, Marketing, Equities, Hedge Funds, Alternative Investments, Investments
Education
Providence College 2006 — 2010
BS, Finance and Marketing
Holyoke Catholic
SmartBear Software June 2015 - Present
Brighton House Associates July 2014 - May 2015
Direxxis, Inc. September 2011 - June 2014
Linkage, Inc. June 2010 - September 2011
Sandcastle Group 2005 - 2010
South Shore Volvo 2002 - 2005
Enigma January 2000 - November 2001
Enigma June 1998 - January 2000
Target Marketing May 1996 - June 1998
Skills
Cross-functional Team..., CRM, Lead Generation, Marketing, Sales Operations, Management, Time Management, Direct Marketing, SaaS, Market Research, Business Development, Sales Process, Project Planning, Integrated Marketing, Marketing Strategy, Competitive Analysis, Marketing Communications, Account Management, Sales, Strategy, New Business Development, Database Marketing, E-commerce, Selling, Product Management, Marketing Automation, Direct Sales, Multi-channel Marketing, Product Marketing, Sales Management, Strategic Partnerships, Project Management, Analytics, Email Marketing
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Political Science, History
Needham High School
EMC June 2014 - Present
Brighton House Associates October 2013 - Present
EMC March 2009 - September 2013
SAP Insider October 2007 - February 2009
Wellesley Information Services October 2007 - February 2009
Skills
Solution Selling, Salesforce.com, Account Management, SaaS, CRM, Sales Management, Sales, Direct Sales, New Business Development, Lead Generation, Sales Presentations, Cold Calling, B2B, Business Development, Territory Management, Team Leadership, Marketing Strategy, Professional Services, Marketing, Enterprise Software, Strategic Partnerships, Channel Partners, Software Industry, International Sales, Storage, Channel Sales, Email Marketing, Vendor Management
Education
Northeastern University
Bachelor of Science, Management
Stevens High School
Diploma
Nissan Village April 2015 - Present
Tall Boys Band May 2012 - Present
Jon's Saxophone Lessons May 2005 - Present
Johnston & Murphy August 2013 - March 2015
Planning Board, Town of Holliston May 2011 - October 2013
Middlesex Savings Bank March 2013 - May 2013
Brighton House Associates September 2012 - January 2013
Kohls October 2007 - September 2012
Metrowest YMCA Summer Camp June 2010 - August 2012
Steve Zanni for Mayor 2011 October 2011 - November 2011
Skills
Data Entry, Spanish, French, Social Media, Microsoft Office, Research, Public Relations, Public Speaking, Customer Service, Team Leadership, Project Planning, Strategic Planning, Microsoft Excel, Networking, Policy Writing, Political Campaigns, Real Estate, Retail, Operations Management, Phone Banking, Canvassing, Marketing, Promotions, Grassroots Organizing, Community Organizing, Politics, Fundraising, Event Planning, Government, Policy, Public Policy, Community Outreach, Political Science
Education
University of Massachusetts at Lowell 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Massachusetts Lowell 2008 — 2012
Bachelor's, Political Science
Holliston High School 2004 — 2008
High School Diploma, General Studies
Fountain Partners July 2011 - Present
Brighton House Associates May 2011 - July 2011
Brighton House Associates April 2010 - May 2011
Fidelity Investments September 2006 - August 2008
Fidelity Investments June 2004 - September 2006
Capital One Healthcare Finance June 2000 - December 2005
Skills
Investments, Financial Analysis, Private Equity, Equities, Asset Management, Strategy, Finance, Mergers & Acquisitions, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Planning, Business Development, Venture Capital, Financial Modeling, Valuation
Education
Bentley University 2000 — 2004
Bachelor, Finance
Framingham High School
Brighton House Associates September 2009 - Present
Clinton Foundation September 2009 - Present
University of Massachusetts Boston September 2007 - August 2009
University of Massachusetts Boston January 2008 - May 2009
JVS Gatt Corporate Restructuring February 2006 - November 2006
Bank of Tokyo-Mitsubishi June 2005 - October 2005
Education
University of Massachusetts Boston 2007 — 2009
MBA, Finance, Business management
University of Massachusetts Boston 2007 — 2009
Master's, MBA
Mahawithayalai Thammasat 2001 — 2005
BBA, Business, Finance, Marketing
Wirtschaftsuniversität Wien 2003 — 2004
Business, Finance, Marketing
Bloomberg LP June 2015 - Present
TD International, LLC January 2015 - May 2015
RAINN September 2014 - May 2015
Center for Audit Quality October 2014 - January 2015
Brighton House Associates June 2014 - August 2014
GWU Philosophy Department, Prof. R. P. Churchill January 2013 - June 2013
Public Service Jobs Directory (PSJD) September 2012 - May 2013
Regan Zambri & Long, PLLC January 2012 - May 2012
National Strategies, LLC December 2011 - May 2012
Employment Justice Center August 2011 - May 2012
Education
The George Washington University 2011 — 2015
Bachelor's Degree, Philosophy, Economics, Japanese Language and Literature
University of Oxford 2013 — 2014
Bachelor's Degree, Philosophy, Politics and Economics
Akita International University 2012 — 2012
Bachelor's Degree, Intensive Japanese Language and Literature
Designer Advantage June 2015 - Present
Ultimate Parking LLC. August 2012 - May 2015
State Street June 2014 - August 2014
Brighton House Associates February 2014 - June 2014
Southboro Auto Tech 2009 - 2012
Skills
Bloomberg Terminal, Microsoft Excel, Outlook, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Hospitality, Hospitality Industry, Facebook, Customer Service, Hotels, Hospitality Management, Social Media, Social Networking
Education
Bentley University 2011 — 2015
Bachelor of Science (BS), Finance, General
Consigli Construction Co., Inc. March 2015 - Present
Consigli Construction April 2012 - Present
Consigli Construction January 2011 - April 2012
Brighton House Associates October 2010 - December 2010
Worcester Sharks September 2009 - December 2009
American Red Cross May 2009 - August 2009
State of Massachusetts September 2007 - December 2007
Skills
InDesign, Photoshop, Illustrator, Dreamweaver, Wordpress, Adobe Acrobat, Prezi, Microsoft Office, Graphic Design, Preparation Of Proposals, Public Relations, Corporate Branding, Social Media, Editing, Research, Writing, Public Speaking, Presentation Development, Proposal Writing, WordPress, Construction Management, Event Planning, Layout
Education
Emerson College 2007 — 2009
B.S., Marketing Communications
National University of Ireland, Galway 2009 — 2009
Study Abroad, Marketing & Management
Goldman Sachs March 2014 - Present
Independent February 2013 - July 2013
Brighton House Associates September 2012 - December 2012
Brighton House Associates August 2011 - September 2012
Petit Robert Central Bistro * Revolution Rock Bar * McGreevy's * Lobby Bar & Kitchen September 2010 - August 2011
Asia Society June 2011 - July 2011
Global Vision International July 2010 - January 2011
Labour Party July 2009 - August 2009
UMB Bank July 2005 - August 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Research, Fund Of Funds, Finance, Financial Analysis, Writing, Editing, Financial Services, Marketing
Education
Boston University 2006 — 2010
Bachelor of Arts, International Relations: International Economics & Business, (Security Studies); East Asia
Sun Life Financial November 2013 - Present
Sun Life Financial October 2012 - November 2013
Ameriprise Financial Services, Inc. August 2012 - October 2012
Ameriprise Financial Services, Inc. July 2011 - August 2012
Brighton House Associates May 2010 - August 2010
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
Bachelor of Business Administration
Perennial Capital Advisors, LLC January 2015 - Present
Brighton House Associates May 2012 - December 2014
Huxley Associates March 2012 - May 2012
Chesapeake Investments April 2010 - November 2011
Center of Energy Economics May 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Equities, Investment Banking, Investments, Asset Managment, Analysis, Trading, Portfolio Management, Sales, Salesforce.com, SAS, International Sales, Financial Analysis, Marketing Strategy, Market Research, Marketing, Market Analysis, Economics, Finance, Business Strategy, Business Analysis, New Business Development, Risk Management, Strategy, Asset Management, Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Options
Education
University of Richmond 2005 — 2009
Bachelor of Science in Business Administration, Economics, Political Science
Lincoln-Sudbury Regional Highschool
Windham Capital Management April 2015 - Present
Brighton House Associates July 2013 - April 2015
ADP March 2012 - July 2013
Waddell & Reed May 2011 - March 2012
Yahoo! January 2011 - April 2011
Southern Connecticut State University Division II Women's Volleyball August 2008 - November 2010
Skills
Marketing, Team Leadership, Sales, Management, Time Management, Human Resources, Finance, Leadership, Customer Service, Risk Management, Advertising, Social Networking, Fundraising, Networking, Training, ADP Payroll, Social Media Marketing, Entrepreneurship, Small Business, Cold Calling, Teamwork, Outlook, Project Management, Strategic Planning, Bilingual-Spanish, Excellent interpersonal..., Self motivated and a..., Exceptional..., Alternative Investments, Investor Relations, Hedge Funds, Private Equity
Education
Universitat Pompeu Fabra 2011 — 2011
International Business
Southern Connecticut State University 2007 — 2011
Bachelor of Science, International Business
Rutgers University 2007 — 2008
SkySpecs June 2015 - Present
Venture for America May 2015 - Present
iDream Talent LLC 2011 - Present
Startup Leadership Program September 2014 - April 2015
Brighton House Associates October 2014 - March 2015
Tollman Capital Partners May 2013 - October 2014
HUMANeX Ventures April 2010 - November 2010
Skills
Start-ups, Venture Capital, Private Equity, Capital Raising, Business Development, Investments, Coaching, Entrepreneurship, Project Management, Leadership, Recruiting, Salesforce.com, LinkedIn Recruiter, Investor Relations, Due Diligence, Real Estate Marketing, Real Estate Private...
Education
Startup Leadership Program
Boston Fellow 2015
Suffolk University - Sawyer School of Management
Western Michigan University
Localytics July 2013 - Present
HubSpot October 2011 - July 2013
Brighton House Associates August 2007 - October 2011
Lowrie, Lando & Anastasi, LLP June 2006 - July 2007
Skills
Sales, Marketing, Inbound Marketing, SEO, Google Website Optimizer, Lead Generation, Web Traffic, Online Marketing, Email Marketing, Salesforce.com, International Sales, SugarCRM, HubSpot, Market Research, Social Media Marketing, Social Media, Digital Marketing, SEM, Marketing Automation, Marketing Strategy, Google Adwords, CRM, Facebook, Digital Strategy, Web Marketing, Blogging, Integrated Marketing, Content Strategy, Content Marketing, Start-ups, Online Advertising, Strategy, PPC, Sales Process, Analytics, Web Analytics, Mobile Marketing, Sales Engineering
Education
Brandeis University 2002 — 2006
Barclays September 2013 - Present
Barclays October 2012 - September 2013
Deutsche Bank January 2011 - December 2011
Brighton House Associates February 2010 - December 2010
State Street December 2007 - January 2010
Kamehameha Schools March 2006 - May 2007
Skills
Alternative Investments, Derivatives, Middle Office, Hedge Funds, RFP, Equities, Private Equity, Fund Of Funds, Fixed Income, Portfolio Management, Investments, Bloomberg, Valuation, Investment Banking, Mutual Funds, Options, Investor Relations, Real Estate Private..., Due Diligence, Finance, Markitwire, Financial Modeling
Education
Hawaii Pacific University 2005 — 2007
MBA, Finance, 3.54
Franklin Pierce University 2001 — 2005
BS, Finance, 3.53
Forrester Research January 2015 - Present
Brighton House Associates May 2013 - August 2014
Akiban Technologies May 2012 - August 2012
Skills
French, Orchestral Music, Social Media, Photoshop, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, InDesign, Digital Photography, Salesforce.com, Editing, Market Research, iMovie, Garageband, Audacity, Outlook, Microsoft Word, Teamwork, Facebook, Social Media Marketing, Social Networking, Time Management, Email Marketing, Leadership, Customer Service, WordPress, Event Planning, SPSS
Education
Grenoble Ecole de Management 2014 — 2014
Bachelor's Degree, International Business & Marketing
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Marketing
Westborough High School 2007 — 2011
F-Squared Investments December 2013 - January 2014
Waterloo Capital Management September 2013 - December 2013
Brighton House Associates May 2013 - August 2013
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics, Government
Brighton House Associates January 2015 - Present
Brighton House Associates June 2013 - Present
Brighton House Associates September 2012 - Present
Skills
Investments, Strategic Financial..., Finance, Marketing, Financial Services, Insurance, Budgets, Microsoft Excel, Bloomberg, Selling, Financial Analysis, Alternative Investments, Equities, Hedge Funds, Fixed Income, Mutual Funds, Strategy, Wealth Management, Asset Allocation, Investment Management, Equity Research, Financial Modeling, Series 7, Valuation, Private Equity
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science, Finance, Economics
Lorenzo de' Medici 2009 — 2009
International Business
CFA Institute
CFA Level III Candidate
Brighton House Associates November 2011 - Present
Colchester Partners March 2008 - November 2009
Liberty Mutual 2007 - 2007
Cambridge Associates January 2006 - December 2006
Skills
Microsoft office suite:..., Stylus, eInvestment Alliance, Venture Quest, Equity Portfolio..., SNL, Bloomberg, Morningstar, Financial Modeling, Financial Analysis, Research, Private Equity, Hedge Funds, Investment Banking, Investments, Alternative Investments, Return on Investment..., Real Estate
Education
Brown University 2003 — 2006
Bachelor's Degree, Economics
Brown University
Bachelor of Arts (B.A.), Economics
BitSight Technologies March 2014 - Present
Brown Brothers Harriman September 2013 - February 2014
MFS Investment Management January 2013 - June 2013
Brighton House Associates May 2011 - August 2011
Skills
Microsoft Office, Economics, Business Math, Market Research, Data Processing, Internet Resources, Equity Research, Microsoft Excel, Asset Management, Research
Education
Northeastern University
Bachelor of Science (B.S.), Economics
Goldman Sachs January 2015 - Present
Brighton House Associates September 2014 - November 2014
Invesco US May 2014 - August 2014
Rockville Links May 2010 - August 2012
The McNamara Group LLC December 2011 - February 2012
Skills
Social Networking, PowerPoint, Microsoft Office, Mac OS X, Facebook, Photoshop, Windows, Adobe Creative Suite, HTML, C, Microsoft Excel, Illustrator, Photography, Bloomberg Terminal, Oracle Applications, FactSet, Morningstar, Microsoft Word
Education
Bentley University 2012 — 2014
Bachelor's Degree, Finance, General
Nassau Community College 2011 — 2012
Liberal Arts and Sciences/Liberal Studies
University of Delaware 2010 — 2011
Liberal Arts and Sciences/Liberal Studies
Netage Solutions July 2011 - Present
Brighton House Associates October 2008 - July 2011
Milestone Financial Group 2007 - 2009
Sovereign Bank 2005 - 2007
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Fixed Income, Dynamo CRM, Private Equity, Venture Capital, Financial Modeling, Series 7, Bloomberg, Equity Research, Investment Management, Mutual Funds, Due Diligence, Investment Strategies, Investor Relations, Investment Banking, Emerging Markets, Portfolio Management, Asset Management, Fishing, Asset Allocation, Capital Markets, Valuation, Trading
Education
Bryant University 2001 — 2005
Bachelors Degree, Finance, Economics
Booz Allen Hamilton September 2010 - Present
Brighton House Associates January 2007 - May 2010
Boston Red Sox May 2006 - September 2006
Skills
Strategic Business..., Strategic Technology..., Series 7, Alternative Investments, PE, HF, Marketing Research, Marketing Strategy, Business Analysis, Strategic Consulting, Risk Management, Management Consulting, Hedge Funds, Venture Capital, Strategy, Analysis, Data Analysis, Management, Mergers & Acquisitions, Financial Modeling, Leadership, Consulting, Research, Financial Analysis, Project Management
Education
Colby College 2003 — 2007
Bachelor's degree, Art History
SmartBear Software March 2015 - Present
Brighton House Associates February 2014 - March 2015
The Debt Exchange September 2011 - January 2014
ClearMomentum, Inc. January 2010 - August 2011
First Coverage June 2008 - January 2010
NetApp (Formerly Onaro, Inc.) May 2007 - May 2008
IBM April 2006 - April 2007
Advantage Data May 2003 - March 2006
Factset Research Systems March 1998 - September 1999
Skills
Analytics, Asset Managment, Business Development, Credit, Data Warehousing, Fixed Income, Internet, Equities, Private Equity, Key Account Management, Loans, Leadership, Negotiation, New Business Development, Organization, Problem Solving, Commercial Real Estate, Real Estate Transactions, SAS, Selling, Solution Selling, Start-ups, Trading, Teamwork, Enterprise Software, Web Services, SaaS, Sales, Asset Management, Executive Management, Management
Education
Babson College 1992 — 1996
BS, Finance & Investments
Rivers School 1988 — 1992
MFS Investment Management June 2015 - Present
Brighton House Associates April 2014 - July 2014
Fairstone Financial Management Ltd June 2013 - July 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Research, Public Speaking, Java, HTML, English, Bloomberg Terminal, Morningstar, Stata, SAP ERP, Process Modeling, Social Media Marketing, SPSS, Finance
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Economics and Finance
University College Dublin 2013 — 2013
Bachelor of Science (B.S.), International Business
CFA Institute
2015 Level I Candidate in the CFA program
Brighton House Associates July 2015 - Present
Backbay BNI October 2014 - July 2015
Liberty Mutual Insurance March 2012 - July 2015
Bank of America February 2011 - February 2012
Enterprise Rent-A-Car August 2010 - February 2011
New England Sports Academy February 2010 - June 2010
Skills
Customer Service, Sales Management, Marketing Strategy, Accounting, Analysis, Leadership Development, Team Oriented, Sales, Marketing, Leadership
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Bentley University 2006 — 2010
Bachelor of Science, Business Management
HubSpot March 2015 - Present
Brighton House Associates November 2013 - March 2015
Infratel, Inc. October 2012 - July 2013
Navisite May 2012 - October 2012
Hollis Interactive, Inc. December 2011 - May 2012
Skills
Marketing, Social Media, Market Research, Marketing Communications, Co-marketing, Email Marketing, WordPress, Social Media Marketing, Managing Partner..., Photoshop, InDesign, Adobe Acrobat, Dreamweaver, Microsoft Office, Content Management, Customer Service, Lead Generation, Copywriting, Blogging, Sales, Product Marketing, Competitive Analysis, Affiliate Marketing, Direct Marketing, Trade Shows, MailChimp, Constant Contact, SharePoint, Customer Relations, Landing Pages, Event Management..., HTML emails, Inbound Marketing, HubSpot, SEO
Education
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Concentration in Marketing
Griffith University, Queensland, Australia 2011 — 2011
Study Abroad Semester, International Business
Hollis Brookline High School 2004 — 2007
Active Broadband Networks November 2014 - Present
ROAM™ May 2014 - November 2014
CA Technologies April 2013 - March 2014
Brighton House Associates January 2010 - January 2013
Sycamore Networks February 2000 - April 2010
Nortel Networks (Aptis Communications) June 1998 - February 2000
NobleNet, Inc. September 1992 - June 1998
Skills
ClearCase, SNMP, MySQL, Eclipse, C++, XML, C, jQuery, HTML, ClearQuest, CSS, JSP, PHP, SQL, JBuilder, JavaScript, AJAX, Oracle, Unix Shell Scripting, XHTML, Web Services, Unix, Fortran, Scrum, XSL, Subversion, TL1, Software Engineering, Software Development, Database Triggers, Windows, Shell Scripting, Stored Procedures, Oracle SQL Developer, Java, Web Applications
Education
State University of New York at Stony Brook 1980 — 1984
BS, Computer Science and and Applied Mathematics and Statistics
Boston University
Computer Science
Brighton House Associates December 2014 - Present
Kellett Properties October 2008 - Present
Mainstay Technologies April 2012 - October 2014
Cadnet Services April 2008 - March 2012
Rockport Technology Group May 2007 - April 2008
Single Digits November 2006 - March 2008
State of NH March 2007 - May 2007
Protocol Networks February 2007 - May 2007
Fast Teks November 2006 - May 2007
The Computer Merchants ltd March 2007 - March 2007
Skills
IT Solutions, IT Management, IT Strategy, IT Service Management, Management, Leadership, Windows Server, Troubleshooting, Technical Support, Networking, Microsoft Exchange, Project Management, Infrastructure, Team Management, Software Installation, System Deployment, Active Directory, Wireless Networking, Operating Systems, Databases, Routing, Firewalls, Integration, Network Security, Vendor Management, Network Administration, DNS, Network Engineering, Cloud Computing, IT Operations, Office 365, VMware Infrastructure, Terminal Server, Systems Engineering, SAN, TCP/IP, VPN, CRM, SLA, Software Documentation, ITIL, Team Building, Department Budgeting, Small Business IT..., IT Security Policies, Business Continuity, Disaster Recovery, IT Audit, VMware, Vulnerability Assessment
Education
Southern New Hampshire University 2001 — 2006
Bachelor's Degree, Information Technology and Sociology, 3.6
Gould Academy 1996 — 2000
High School, IT, 3.5
Butler Capital Partners May 2011 - Present
Parker Point Capital, LLC October 2009 - May 2011
Brighton House Associates August 2007 - May 2011
Nucleus Research 2005 - 2007
Small Dog Electronics 2002 - 2004
Skills
Hedge Funds, Alternative Investments, Private Equity, Capital Markets, Financial Markets, Derivatives, Trading, Securities, Due Diligence, Options, ETFs, Investment Advisory, FX Options, Investor Relations, Wealth Management, Commodity, Equities, Asset Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2010
MBA, Finance
University of Vermont 1997 — 2002
B.A.
Life Science Nation March 2012 - Present
Brighton House Associates January 2007 - March 2012
Next Phase Business Development March 2002 - December 2006
Engage (a wholly-owned subsidiary of CMGI) September 1998 - October 2001
Education
Framingham State University 1978 — 1982
Woonsocket Middle School September 2010 - Present
Newbury College June 2009 - Present
ITT Technical Institute August 2009 - September 2010
Eastern Mountain Sports 2008 - 2010
Brighton House Associates January 2007 - June 2009
Education
Suffolk University 2006 — 2007
Masters, Economic Policy
Providence College 2001 — 2005
Fragomen Worldwide May 2015 - Present
Courter, Kobert & Cohen, P.C. May 2014 - August 2014
Brighton House Associates December 2011 - August 2012
Brighton House Associates February 2011 - December 2011
Brighton House Associates February 2010 - February 2011
Center for Teaching and Learning in China 2008 - 2009
Skills
Alternative Investments, Hedge Funds, Research, Legal Research
Education
Boston College Law School 2014 — 2016
Juris Doctor (J.D.)
Tufts University 2004 — 2008
BA, Economics, Spanish
Boston Merchant Financial Pvt. Ltd. April 2011 - July 2014
Boston Merchant Financial Ltd. April 2010 - April 2011
Brighton House Associates January 2009 - February 2010
University of Massachusetts Boston September 2007 - December 2008
GlobeOp Financial Services January 2006 - August 2007
Skills
Risk Management, Corporate Finance, Foreign Exchange, Market Research, Data Analysis, Options, Investment Banking, FX Options, Trading Strategies, Commodity, Securities, Hedging, Trading Systems, Marketing Communications, Business Development, Management, Marketing
Education
University of Massachusetts Boston 2007 — 2008
MBA
Institute of Technology and Management 2004 — 2006
PGDBM
Black Ink ROI May 2014 - Present
3BL Media March 2013 - June 2013
Touch Ahead Software LLC August 2011 - September 2012
Brighton House Associates February 2008 - April 2011
Outsell Inc. 2006 - 2008
Skills
Account Management, Lead Generation, Sales, New Business Development, Competitive Analysis, Business Development, Strategy, Strategic Partnerships, Start-ups, Marketing Strategy, Salesforce.com
Education
University of Massachusetts Boston 1988 — 1991
Bachelors Degree, Finance
Massasoit Community College 1984 — 1987
Associates Degree, Business Administration
Trendrating S.A. September 2015 - Present
Zacks Investment Research January 2015 - August 2015
Brighton House Associates April 2013 - December 2013
William O'Neil + Co. Inc. July 2009 - November 2011
Chimera Securities March 2001 - May 2008
Prudential Securities November 1994 - November 1998
Skills
Equities, Proprietary Trading, New Business Development, Account Management, CRM, Sales, Management, Selling, Sales Management, Analytics, Fundamental Analysis, Capital Markets, Alternative Investments
Education
University of Hartford 1989 — 1993
B.S., Finance
Brighton House Associates October 2008 - March 2010
Michelin (Thailand) October 2007 - October 2008
Advance Agro Public Co. Ltd. June 2007 - September 2008
Education
University of Massachusetts Boston 2008 — 2009
MBA, Finance and International Business Management
Netage Solutions April 2011 - December 2014
Brighton House Associates January 2008 - March 2011
State Street Bank & Trust 2006 - 2007
Skills
Alternative Investments, SaaS, Institutional Investors, Dynamo CRM
Education
Bryant University
Business Administration, Management, Legal Studies
PanAgora Asset Management January 2013 - Present
Brighton House Associates July 2011 - December 2012
Parker Point Capital, LLC July 2010 - July 2011
Parker Point Capital, LLC March 2010 - August 2010
GunnAllen Financial May 2009 - August 2009
Applied Personnel Research September 2008 - May 2009
Courter, Kobert, and Cohen, P.C. May 2005 - August 2007
Skills
Alternative Investments, Investments, Investor Relations, Hedge Funds
Education
Brandeis University 2006 — 2010
NORY September 2015 - Present
Brighton House Associates May 2015 - October 2015
Brook Venture Partners September 2014 - December 2014
EF Education First 2009 - 2013
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Bloomberg, Spanish, Strategy, Investments, Curriculum Design, PowerPoint, Research, ESL, Management, Venture Capital, English, Staff Development, Tutoring, Teaching English as a..., Social Media, Editing, Social Networking, Leadership, Private Equity, Due Diligence, Market Research, Analysis, Financial Modeling, Competitive Analysis, Financial Analysis, Excel, MS Office Suite, Marketing, Statistical Data..., Data Mining, SEO, Economics, Salesforce.com
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Venture Capital, 3.737
Gettysburg College
Bachelor of Arts 2007, Business Management
Hamersley Partners April 2012 - Present
Brighton House Associates December 2011 - April 2012
Parker Point Capital, LLC May 2011 - April 2012
Parker Point Capital, LLC May 2010 - April 2012
John Hancock Life Insurance Company (U.S.A.) January 2007 - April 2010
Evergreen Investments 2005 - 2007
Evergreen Investments 2005 - 2007
Education
Lincoln Sudbury Regional High School
Salve Regina University
Harvard University September 2015 - Present
Boston 2024 March 2015 - September 2015
Brighton House Associates 2014 - 2015
Granahan Investment Management, Inc. 2012 - 2014
Off Wall Street Research 2009 - 2012
PricewaterhouseCoopers 2007 - 2007
Edmund Rice Camps Ireland June 2001 - December 2006
Skills
Financial Modeling;..., Qualitative Research, Financial Analysis, Competitive Analysis, Foreign Languages:..., Portfolio Management, Leadership, Strategy, Analysis, Financial Modeling, Business Strategy, Investments, Entrepreneurship, Capital Markets, Management, Finance, Equity Research, Investment Management, Investment Strategies, Hedge Funds, Financial Services
Education
Harvard University 2015 — 2017
Master of Arts (M.A.)
University College Dublin 2004 — 2009
BBL
Harvard University 2008 — 2008
Blackrock College 1994 — 2004
Irish Leaving Certificate
Brighton House Associates July 2015 - Present
Starkweather & Shepley Insurance Brokerage Inc. March 2014 - July 2015
Hub International July 2009 - March 2014
Hub International July 2009 - March 2014
Northwestern Mutual May 2008 - May 2009
Skills
Risk Management, Insurance, Business Development, Commercial Insurance, Health Insurance, New Business Development, Finance, Life Insurance, Analysis, Securities, Property & Casualty..., Underwriting, Professional Liability, Liability, Workers Compensation, Brokers, Casualty, Medical Malpractice, Casualty Insurance, Healthcare
Education
Champlain College 2005 — 2009
Bachelors of Science, Business / Finance
Brighton House Associates July 2015 - Present
Gordon Flesch Company March 2015 - July 2015
US Oncology May 2014 - March 2015
Martins Potato Chips January 2008 - April 2014
Prelude Services June 2002 - January 2008
Advanced Radiology February 2000 - June 2002
Skills
Windows 7, Network Security, Active Directory, Network Administration, Cisco Technologies, Cisco Call Manager, Servers, Networking, SharePoint, Virtualization, Microsoft SQL Server, System Administration, Help Desk Support, Microsoft Exchange, Citrix, Troubleshooting
Education
The Maryland Institute College of Art 1900 — 1900
Bachelor of Fine Arts (BFA), Advertising/Design
Central High School
RNH Landscape and Design August 2012 - Present
Brighton House Associates September 2010 - January 2012
Raymond James Financial May 2009 - September 2009
R.N.H. Landscape and Design June 2004 - July 2009
Skills
Hedge Funds
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Lincoln-Sudbury Regional High School 2001 — 2005
Global Alternative Investment Services, Inc., at Wells Fargo June 2014 - Present
Wells Fargo Funds Distributor April 2011 - June 2014
Parker Point Capital, LLC (subsidiary of Brighton House Associates) March 2010 - April 2011
Brighton House Associates June 2009 - March 2010
Skills
Alternative Investments, Uniform Combined State..., Equities, Investment Management, FINRA, Series 7, New Business Development, Relationship Management, Investments, Hedge Funds, Private Equity, Series 63, Mutual Funds, Fixed Income, Asset Allocation
Education
Hobart College 2003 — 2007
Bachelor's degree, History and American Studies
Caltech October 2013 - Present
Centura College January 2011 - September 2013
Brighton House Associates July 2009 - August 2009
Christopher Newport University June 2008 - August 2008
Christopher Newport University September 2006 - April 2008
Skills
Auditing, Reconciliation, Research, Excel, Access Database, Microsoft Word, Team Leadership, Data Entry, Critical Thinking, Problem Solving
Education
Christopher Newport University 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Brighton House Associates March 2015 - Present
Sun Life Financial June 2013 - February 2015
Wells Fargo Advisors October 2012 - May 2013
The Nottingham Wealth Management Group of Wells Fargo Advisors May 2008 - October 2012
Skills
Investments, Insurance, Customer Service, Sales, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Finance, Financial Analysis, Wealth Management, Life Insurance, Portfolio Management, Retirement, Disability Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Financial Planning and Services
Bentley University 2007 — 2011
Bachelor's degree, Finance, General