Cabot Lodge Securities
Description
Address: 200 Vesey St, New York, NY 10281 Phone: (212) 388-6200Place name: : Category: : : Website: : : Hours: : Website: http://www.clsecurities.com/partnershiptrack.html Category: Financial consultant 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 Cabot Lodge Securities, LLC Posting publicly on the Web Write a review Reviews Be the first to review
Cabot Lodge Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cabot Lodge Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Cabot Lodge Securities Salaries. You can even request information on how much does Cabot Lodge Securities pay if you want to. Learn about salaries, pros and cons of working for Cabot Lodge Securities directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Cabot Lodge Securities employees in database. Find out everything there's to know about Cabot Lodge Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cabot Lodge Securities Employees
Employee
Years
Job
Industry
Dana L. Wilson Dana L. Wilson's Cabot Lodge Securities Experience October 2012 - August 2013
Job Managing Partner & Investment Advisor at Papillon Financial, LLC
Industry Financial Services
Experience
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
Papillon Financial, LLC August 2013 - Present
Cabot Lodge Securities October 2012 - August 2013
Merrill Lynch March 2012 - October 2012
State Farm Insurance October 2008 - June 2011
SunTrust Bank May 2006 - December 2008
SunTrust Investment Services January 2008 - August 2008
Chase Media Inc. January 2006 - April 2006
Radio One of Raleigh February 2005 - May 2005
Skills
Commercial Banking, Investments, Series 7, Mutual Funds, Fixed Income, Retirement Planning, Mortgage Lending, Financial Analysis, Finance, Equities, Financial Services, Financial Advisory, Sales, Credit, Wealth Management..., Securities, Wealth Management, Alternative Investments, ETFs, Series 63, Strategic Financial..., Banking, Insurance, Loans, Credit Analysis, Portfolio Management, Investment Advisory, Risk Management, Retirement, 401k, Fixed Annuities, Asset Management, Financial Planning
Education
North Carolina Central University 2002 — 2006
Bachelor of Business Administration, Marketing
Linda A. Ventura Linda A. Ventura's Cabot Lodge Securities Experience January 2012 - Present
Job Vice President Branch Manager Cabot Lodge Securites
Industry Financial Services
Experience
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Cabot Lodge Securities January 2012 - Present
Oppenheimer & Co. September 2011 - January 2012
David Lerner Associates, inc. October 2008 - September 2011
Nationwide Financial September 2003 - October 2008
Skills
Series 7, Retirement Planning, Series 63, Securities, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Fixed Annuities, Retirement, Financial Advisory, Series 24, Alternative Investments, Recruiting
Education
Adelphi University
Nassau Community College, Accounting
Pablo Rubio Pablo Rubio's Cabot Lodge Securities Experience March 2013 - July 2013
Job Vice President Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services February 2014 - Present
State Farm Insurance June 2009 - February 2014
Cabot Lodge Securities March 2013 - July 2013
BCM Global Equity Group December 2012 - March 2013
JPMorgan Chase March 2004 - October 2008
Skills
Investments, Wealth Management, Mutual Funds, Banking, Equities, Risk Management, Series 7, Series 63, Holistic Financial..., Asset Allocation, Financial Services, Fixed Income, Sales
Education
City University of New York-Queens College 2008 — 2012
Bachelors Degree, Economics
Rockland Community College 2001 — 2007
Associates, Business Administration
Santander Investment Services February 2014 - Present
State Farm Insurance June 2009 - February 2014
Cabot Lodge Securities March 2013 - July 2013
BCM Global Equity Group December 2012 - March 2013
JPMorgan Chase March 2004 - October 2008
Skills
Investments, Wealth Management, Mutual Funds, Banking, Equities, Risk Management, Series 7, Series 63, Holistic Financial..., Asset Allocation, Financial Services, Fixed Income, Sales
Education
City University of New York-Queens College 2008 — 2012
Bachelors Degree, Economics
Rockland Community College 2001 — 2007
Associates, Business Administration
Lance Topol Lance Topol's Cabot Lodge Securities Experience October 2012 - June 2013
Job Wholesale Account Executive at Endeavor America Loan Services
Industry Banking
Experience
Endeavor America Loan Services June 2013 - Present
Cabot Lodge Securities October 2012 - June 2013
Merrill Lynch October 2009 - November 2012
Accredited Home Lenders October 2004 - March 2008
Wells Fargo Home Mortgage September 2000 - February 2004
PNC Mortgage June 1998 - September 2000
Skills
Entrepreneurship, Business Strategy, Negotiation, Real Estate, Business Development, FHA financing, Real Estate Financing, Creative Financing, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Finance, Loans, Commercial Lending, Financial Analysis, FHA, Refinance, Credit, USDA, Investment Properties, Investments, FHA Financing
Education
New York Law School 1993 — 1996
Doctor of Law (J.D.), Law
State University of New York at Albany 1989 — 1993
Bachelor's degree, Economics
Endeavor America Loan Services June 2013 - Present
Cabot Lodge Securities October 2012 - June 2013
Merrill Lynch October 2009 - November 2012
Accredited Home Lenders October 2004 - March 2008
Wells Fargo Home Mortgage September 2000 - February 2004
PNC Mortgage June 1998 - September 2000
Skills
Entrepreneurship, Business Strategy, Negotiation, Real Estate, Business Development, FHA financing, Real Estate Financing, Creative Financing, Mortgage Lending, Mortgage Banking, Mortgage Underwriting, Finance, Loans, Commercial Lending, Financial Analysis, FHA, Refinance, Credit, USDA, Investment Properties, Investments, FHA Financing
Education
New York Law School 1993 — 1996
Doctor of Law (J.D.), Law
State University of New York at Albany 1989 — 1993
Bachelor's degree, Economics
Niloo Kianearsi's Cabot Lodge Securities Experience March 2013 - May 2013
Job Financial Recruiter at Park Hudson International
Industry Staffing and Recruiting
Experience
Park Hudson International February 2014 - Present
United Realty Advisors LP March 2013 - January 2014
Cabot Lodge Securities March 2013 - May 2013
Skills
Social Media, Marketing Communications, Market Research, Marketing Strategy, Marketing Research, Recruiting, Events Coordination, Event Planning, Corporate Events, Event Management, SEC filings, FINRA, SEO, Social Media Marketing, Content Strategy, Press Releases, Marketing, Advertising, Customer Service, Building Relationships
Education
George Mason University
Bachelor of Arts (B.A.)
Park Hudson International February 2014 - Present
United Realty Advisors LP March 2013 - January 2014
Cabot Lodge Securities March 2013 - May 2013
Skills
Social Media, Marketing Communications, Market Research, Marketing Strategy, Marketing Research, Recruiting, Events Coordination, Event Planning, Corporate Events, Event Management, SEC filings, FINRA, SEO, Social Media Marketing, Content Strategy, Press Releases, Marketing, Advertising, Customer Service, Building Relationships
Education
George Mason University
Bachelor of Arts (B.A.)
Ahmed Gheith Ahmed Gheith's Cabot Lodge Securities Experience August 2012 - March 2013
Job Private Equity Venture Group
Industry Financial Services
Experience
Paulson Investment Company 2014 - Present
Aegis Capital March 2013 - October 2013
Cabot Lodge Securities August 2012 - March 2013
Joseph Gunnar & Co, LLC November 2010 - August 2011
Gheith Wireless Distributors, Inc. August 2009 - November 2010
Skills
Microsoft Office, Hoovers, Quickbooks, Equities, Series 7, Investments, Investment Banking, Private Equity, Fixed Income, Series 63, Foreign Exchange, Trading Systems, Financial Modeling, Equity Trading, Options, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Excel, Alternative Investments, PowerPoint, Finance, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Saint John's University 2006 — 2010
Bachelor of Science, Finance
Penn State University 2005 — 2006
Finance, General
Brooklyn Tech High School 2001 — 2005
Civil Engineering
Al Noor School
Al Noor School
Al Noor School
Paulson Investment Company 2014 - Present
Aegis Capital March 2013 - October 2013
Cabot Lodge Securities August 2012 - March 2013
Joseph Gunnar & Co, LLC November 2010 - August 2011
Gheith Wireless Distributors, Inc. August 2009 - November 2010
Skills
Microsoft Office, Hoovers, Quickbooks, Equities, Series 7, Investments, Investment Banking, Private Equity, Fixed Income, Series 63, Foreign Exchange, Trading Systems, Financial Modeling, Equity Trading, Options, Financial Analysis, Portfolio Management, Wealth Management, Microsoft Excel, Alternative Investments, PowerPoint, Finance, Bonds, Investment Advisory, Asset Allocation, Mutual Funds, Investment Strategies, Asset Management, Hedge Funds
Education
Saint John's University 2006 — 2010
Bachelor of Science, Finance
Penn State University 2005 — 2006
Finance, General
Brooklyn Tech High School 2001 — 2005
Civil Engineering
Al Noor School
Al Noor School
Al Noor School
Scot Puttick Scot Puttick's Cabot Lodge Securities Experience July 2013 - Present
Job Fiancial Consultant at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities July 2013 - Present
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Portfolio Management, Asset Management, Securities, Equities, Asset Managment, Financial Services, Mutual Funds, Investment Advisory, Wealth Management, IRAs, Retirement, Financial Advisory, Fixed Annuities, Series 63, Estate Planning, Strategic Financial...
Education
Penn State University 1986 — 1990
Bacholor
Cabot Lodge Securities July 2013 - Present
Skills
Retirement Planning, Investments, Financial Planning, Series 7, Portfolio Management, Asset Management, Securities, Equities, Asset Managment, Financial Services, Mutual Funds, Investment Advisory, Wealth Management, IRAs, Retirement, Financial Advisory, Fixed Annuities, Series 63, Estate Planning, Strategic Financial...
Education
Penn State University 1986 — 1990
Bacholor
Jonathan D. Nguyen's Cabot Lodge Securities Experience January 2012 - December 2012
Job PNC Bank: Private Client Group
Industry Financial Services
Experience
PNC Bank February 2015 - Present
Wells Fargo April 2014 - December 2014
Banco Santander April 2013 - April 2014
Cabot Lodge Securities January 2012 - December 2012
MassMutual Financial Group January 2010 - January 2012
Sotheby's International Realty October 2006 - December 2009
Metropolis Management, LLC October 2004 - September 2006
Arbor Commercial Mortgage February 2003 - September 2004
Sheldrake Organization January 2002 - January 2003
Credit Suisse Group January 2001 - December 2001
Education
State University of New York at Binghamton 1996 — 2000
B.A., History (East Asia Concentration)
Chaminade High School 1992 — 1996
Diploma, (Liberal Arts)
PNC Bank February 2015 - Present
Wells Fargo April 2014 - December 2014
Banco Santander April 2013 - April 2014
Cabot Lodge Securities January 2012 - December 2012
MassMutual Financial Group January 2010 - January 2012
Sotheby's International Realty October 2006 - December 2009
Metropolis Management, LLC October 2004 - September 2006
Arbor Commercial Mortgage February 2003 - September 2004
Sheldrake Organization January 2002 - January 2003
Credit Suisse Group January 2001 - December 2001
Education
State University of New York at Binghamton 1996 — 2000
B.A., History (East Asia Concentration)
Chaminade High School 1992 — 1996
Diploma, (Liberal Arts)
Victor Morino's Cabot Lodge Securities Experience September 2012 - Present
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities September 2012 - Present
Chase Investment Services Corp October 2010 - February 2012
JPMorgan Chase NA March 2007 - October 2010
HF January 2006 - August 2006
Macy's April 2004 - March 2006
Skills
Language: Fluent in..., Computer: MS..., Banking, Investments, Portfolio Management, Asset Managment, Investment Advisory, Sales, Management, Cold Calling, Retirement Planning, Small Business..., FINRA Series 7, FINRA Series 65, FINRA Series 63, NYS Life,Health &..., Asset Management, Credit, Equities, Series 7, Finance, Series 63, FINRA
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business Management &Finance, 3.4
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Economics, 3.1
Cabot Lodge Securities September 2012 - Present
Chase Investment Services Corp October 2010 - February 2012
JPMorgan Chase NA March 2007 - October 2010
HF January 2006 - August 2006
Macy's April 2004 - March 2006
Skills
Language: Fluent in..., Computer: MS..., Banking, Investments, Portfolio Management, Asset Managment, Investment Advisory, Sales, Management, Cold Calling, Retirement Planning, Small Business..., FINRA Series 7, FINRA Series 65, FINRA Series 63, NYS Life,Health &..., Asset Management, Credit, Equities, Series 7, Finance, Series 63, FINRA
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business Management &Finance, 3.4
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Economics, 3.1
Frank Wainscott's Cabot Lodge Securities Experience May 2013 - Present
Job President at Waterford Financial, Inc.
Industry Investment Management
Experience
Cabot Lodge Securities May 2013 - Present
Waterford Financial, Inc. June 1990 - Present
Allied Beacon Partners March 2011 - May 2013
Waterford Investor Services, inc. June 1997 - March 2011
Skills
New Business Development, Sales Management, Business Development, Business Strategy, Strategic Planning, Investments, Sales, Marketing Strategy, Start-ups, Strategy, Asset Management, Portfolio Management, Marketing, Management, Account Management, Negotiation, Business Planning, Strategic Partnerships, Contract Negotiation, Leadership
Education
University of South Florida 1974 — 1978
Bachelor’s Degree, Business Administration/Finance
Largo High School 1965 — 1968
Cabot Lodge Securities May 2013 - Present
Waterford Financial, Inc. June 1990 - Present
Allied Beacon Partners March 2011 - May 2013
Waterford Investor Services, inc. June 1997 - March 2011
Skills
New Business Development, Sales Management, Business Development, Business Strategy, Strategic Planning, Investments, Sales, Marketing Strategy, Start-ups, Strategy, Asset Management, Portfolio Management, Marketing, Management, Account Management, Negotiation, Business Planning, Strategic Partnerships, Contract Negotiation, Leadership
Education
University of South Florida 1974 — 1978
Bachelor’s Degree, Business Administration/Finance
Largo High School 1965 — 1968
Paul Meakem's Cabot Lodge Securities Experience March 2012 - Present
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities March 2012 - Present
JPMorgan Chase October 2010 - March 2012
Morgan Stanley Smith Barney September 2008 - October 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Uniform Combined State..., Alternative Investments, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, ETFs, Options, Bonds, Retirement, Equity Trading, 401k, Wealth Management..., IRAs, Financial Services, Financial Goals, Investment Management, Investment Strategies, Finance, Separately Managed..., FINRA, Series 6, Wealth Accumulation, Private Banking, Series 65, Stocks, Personal Financial...
Education
Gettysburg College 2004 — 2008
BA, Management, Finance
Ridgewood High School 2000 — 2004
Cabot Lodge Securities March 2012 - Present
JPMorgan Chase October 2010 - March 2012
Morgan Stanley Smith Barney September 2008 - October 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Uniform Combined State..., Alternative Investments, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, ETFs, Options, Bonds, Retirement, Equity Trading, 401k, Wealth Management..., IRAs, Financial Services, Financial Goals, Investment Management, Investment Strategies, Finance, Separately Managed..., FINRA, Series 6, Wealth Accumulation, Private Banking, Series 65, Stocks, Personal Financial...
Education
Gettysburg College 2004 — 2008
BA, Management, Finance
Ridgewood High School 2000 — 2004
John Lezcano's Cabot Lodge Securities Experience June 2012 - Present
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities June 2012 - Present
Merrill Lynch June 2011 - May 2012
Citigroup August 2005 - June 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 6, series 66, Life and health
Education
DeVry University 2003 — 2007
Bachelor's degree, Computer and Information Sciences, General
Cabot Lodge Securities June 2012 - Present
Merrill Lynch June 2011 - May 2012
Citigroup August 2005 - June 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Investment Advisory, Series 63, Asset Allocation, Saving for Education, Mutual Funds, 401k Rollovers, Retirement, Investment Strategies, Series 6, series 66, Life and health
Education
DeVry University 2003 — 2007
Bachelor's degree, Computer and Information Sciences, General