Cantella & Co., Inc.
Industry: Company
DescriptionFounded: 1952 Parent organization: Cantella Management Corp. Subsidiaries: Kremer & Associates Inc., Cantella & Co., Inc., Asset Management ArmFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCantella & Co., Inc.WebsiteDirections Saved (0) Saved Save Business management consultant in Boston, Massachusetts Address: 28 State St, Boston, MA 02110 Phone: (617) 521-8630: Category: : Hours: : : Place name: : : Website: Website: http://www.cantella.com/ Category: Business management 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.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
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Cantella & Co., Inc. Employees
Employee
Years
Job
Industry
Jennie Devlin Jennie Devlin's Cantella & Co., Inc. Experience September 2000 - Present
Job President & Chief Operating Officer at Cantella & Co., Inc.
Industry Financial Services
Experience
27 Automotive September 2012 - Present
Cantella & Co., Inc. September 2000 - Present
Skills
Business Development, Business Planning, Operations Management, Strategic Planning, Corporate Development
Education
Boston College
Bachelor of Arts (B.A.), Elementary Education
27 Automotive September 2012 - Present
Cantella & Co., Inc. September 2000 - Present
Skills
Business Development, Business Planning, Operations Management, Strategic Planning, Corporate Development
Education
Boston College
Bachelor of Arts (B.A.), Elementary Education
Lori Grasham Lori Grasham's Cantella & Co., Inc. Experience February 2003 - 2009
Job Public Relations Marketing Specialist at American Income Life Insurance Company
Industry Insurance
Experience
American Income Life Insurance Company January 2013 - Present
Onyx Equity Traders October 2010 - January 2013
Cantella & Co., Inc. February 2003 - 2009
D.A. Davidson Companies August 2000 - February 2003
Skills
Sales, Team Building, Strategic Planning, Customer Service, Public Speaking, Management
Education
University of Idaho
Bachelor of Science (BS), Finance
American Income Life Insurance Company January 2013 - Present
Onyx Equity Traders October 2010 - January 2013
Cantella & Co., Inc. February 2003 - 2009
D.A. Davidson Companies August 2000 - February 2003
Skills
Sales, Team Building, Strategic Planning, Customer Service, Public Speaking, Management
Education
University of Idaho
Bachelor of Science (BS), Finance
Joel Cioffi Joel Cioffi's Cantella & Co., Inc. Experience June 2007 - September 2007
Job
Industry Computer Games
Experience
Aristocrat March 2014 - July 2014
Click Harmonics May 2008 - February 2010
Cantella & Co., Inc. June 2007 - September 2007
Skills
C++, OpenGL, Video Game Development, Python, DirectX, Objective-C, MySQL, HTML 5, PHP, Perl, Game Development, Software Development, C#, Linux, OS X, Databases
Education
Full Sail University 2010 — 2013
Bachelor of Science (BS), Video Game Development
Minuteman Technical Institute
Diploma, Computer Programming
Aristocrat March 2014 - July 2014
Click Harmonics May 2008 - February 2010
Cantella & Co., Inc. June 2007 - September 2007
Skills
C++, OpenGL, Video Game Development, Python, DirectX, Objective-C, MySQL, HTML 5, PHP, Perl, Game Development, Software Development, C#, Linux, OS X, Databases
Education
Full Sail University 2010 — 2013
Bachelor of Science (BS), Video Game Development
Minuteman Technical Institute
Diploma, Computer Programming
Daniela Spiegel Daniela Spiegel's Cantella & Co., Inc. Experience September 2011 - December 2013
Job Client Relations Representative at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
Nirvana Solutions January 2014 - February 2015
Cantella & Co., Inc. September 2011 - December 2013
Optimum Performance Institute June 2008 - January 2010
Sigma Wellness & Sports Medicine April 2007 - May 2009
Madonna Novelle Day Spa January 2002 - January 2009
Skills
Client Relations, Document Management, Employee Training, Procedure Development, Financial Services, Bookkeeping, New Account Opening
Education
California State University-Northridge
Bachelor of Arts (BA), Psychology
City University of New York-Baruch College
MetLife February 2015 - Present
Nirvana Solutions January 2014 - February 2015
Cantella & Co., Inc. September 2011 - December 2013
Optimum Performance Institute June 2008 - January 2010
Sigma Wellness & Sports Medicine April 2007 - May 2009
Madonna Novelle Day Spa January 2002 - January 2009
Skills
Client Relations, Document Management, Employee Training, Procedure Development, Financial Services, Bookkeeping, New Account Opening
Education
California State University-Northridge
Bachelor of Arts (BA), Psychology
City University of New York-Baruch College
Willie J Mandrell III Willie J Mandrell III's Cantella & Co., Inc. Experience 2007 - 2010
Job Principal Owner of The Mandrell Company
Industry Real Estate
Experience
The Mandrell Company December 2006 - Present
Boston Wealth Builders 2012 - Present
Cantella & Co., Inc. 2007 - 2010
Skills
Investment Properties, Real Estate, Rentals, Investors, Real Estate Economics, Residential Homes, Property Management, Short Sales, Relocation, Real Estate Development, Selling, Sellers, Real Estate Transactions, Foreclosures, Sales, Buyer Representation, Condos, First Time Home Buyers, Contract Negotiation, Buyers, Real Estate Financing, Leases, Brokerage, Apartments, Commercial Real Estate, Real Estate Investor, Investments, Property, REO, Landlords
Education
Suffolk University - Sawyer School of Management
MBA
Northeastern University
BS, Business Administration, Finance
The Mandrell Company December 2006 - Present
Boston Wealth Builders 2012 - Present
Cantella & Co., Inc. 2007 - 2010
Skills
Investment Properties, Real Estate, Rentals, Investors, Real Estate Economics, Residential Homes, Property Management, Short Sales, Relocation, Real Estate Development, Selling, Sellers, Real Estate Transactions, Foreclosures, Sales, Buyer Representation, Condos, First Time Home Buyers, Contract Negotiation, Buyers, Real Estate Financing, Leases, Brokerage, Apartments, Commercial Real Estate, Real Estate Investor, Investments, Property, REO, Landlords
Education
Suffolk University - Sawyer School of Management
MBA
Northeastern University
BS, Business Administration, Finance
Paul Bedinger Paul Bedinger's Cantella & Co., Inc. Experience January 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Cantella & Co., Inc. January 2010 - Present
Wells Fargo Advisors January 2008 - January 2010
A. G. Edwards April 1999 - January 2008
Tucker Anthony June 1994 - April 1999
Invest Financial January 1992 - June 1994
First Investors December 1980 - January 1992
Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services
Education
University of Massachusetts Dartmouth 1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Deborah (Kindlund) Hamor Deborah (Kindlund) Hamor's Cantella & Co., Inc. Experience 1986 - 1988
Job Business & Operations Manager at LandPlex, LLC / LandCert.com
Industry Computer Software
Experience
LandPlex.com / LandCert.com 2009 - Present
Incendia Partners January 2012 - May 2013
Polaris Engineering Corporation May 2004 - October 2011
Logix, Inc. April 1997 - May 2002
Harvard University June 1991 - August 1995
John Lewis, Inc. 1989 - 1995
Cantella & Co., Inc. 1986 - 1988
Skills
Business Development, Start-ups, Technical Recruiting, Talent Acquisition, Talent Management, Recruiting, Human Resources, Budgets, Finance, Sales, Strategy, Management Consulting, Leadership, Accounting, Business Strategy, Executive Management, SaaS, Entrepreneurship
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1988
BBA, Finance
University of Copenhagen, Denmark 1986 — 1987
International Business Studies Program
Gemological Institute of America
Graduate Gemologist, Graduate Jeweler, Gemology & Jewelry Manufacturing
Harvard Extension School
Geology, Art
Medfield High School
1983
LandPlex.com / LandCert.com 2009 - Present
Incendia Partners January 2012 - May 2013
Polaris Engineering Corporation May 2004 - October 2011
Logix, Inc. April 1997 - May 2002
Harvard University June 1991 - August 1995
John Lewis, Inc. 1989 - 1995
Cantella & Co., Inc. 1986 - 1988
Skills
Business Development, Start-ups, Technical Recruiting, Talent Acquisition, Talent Management, Recruiting, Human Resources, Budgets, Finance, Sales, Strategy, Management Consulting, Leadership, Accounting, Business Strategy, Executive Management, SaaS, Entrepreneurship
Education
University of Massachusetts at Amherst - Isenberg School of Management 1983 — 1988
BBA, Finance
University of Copenhagen, Denmark 1986 — 1987
International Business Studies Program
Gemological Institute of America
Graduate Gemologist, Graduate Jeweler, Gemology & Jewelry Manufacturing
Harvard Extension School
Geology, Art
Medfield High School
1983
Frank Strange Frank Strange's Cantella & Co., Inc. Experience October 1994 - December 2011
Job Owner at Image Keepers Photography of Mount Pleasant, SC
Industry Photography
Experience
The Crafters's Network, LLC September 2014 - Present
Image Keepers Photography of Mount Pleasant, SC December 2005 - Present
Quest Capital Strategies, Inc. January 2012 - September 2013
Cantella & Co., Inc. October 1994 - December 2011
Quest Capital Strategies, Inc. August 1989 - October 1994
Middlesex Savings Bank January 1966 - May 1990
Sears, Roebuck and Co. February 1965 - January 1966
Skills
Event Photography, Photography, Fine Art Photography, Photos, Digital Photography, Lightroom, Image Manipulation, Photoshop, Landscaping, Lighting, Infrastructure..., Art, Fine Art, Painting, Creative Direction, Travel Photography
Education
Suffolk University 1982 — 1987
BSBA, Finance, General
Dover-Sherborn Regional High School 1962 — 1964
High School Diploma, High School
The Crafters's Network, LLC September 2014 - Present
Image Keepers Photography of Mount Pleasant, SC December 2005 - Present
Quest Capital Strategies, Inc. January 2012 - September 2013
Cantella & Co., Inc. October 1994 - December 2011
Quest Capital Strategies, Inc. August 1989 - October 1994
Middlesex Savings Bank January 1966 - May 1990
Sears, Roebuck and Co. February 1965 - January 1966
Skills
Event Photography, Photography, Fine Art Photography, Photos, Digital Photography, Lightroom, Image Manipulation, Photoshop, Landscaping, Lighting, Infrastructure..., Art, Fine Art, Painting, Creative Direction, Travel Photography
Education
Suffolk University 1982 — 1987
BSBA, Finance, General
Dover-Sherborn Regional High School 1962 — 1964
High School Diploma, High School
Luke Drieze's Cantella & Co., Inc. Experience December 2014 - Present
Job Business Administration/Managment Student at Endicott College
Industry Investment Management
Experience
Cantella & Co., Inc. December 2014 - Present
Tedesco Country Club June 2014 - July 2014
Cuttyhunk Fishing Club July 2007 - August 2013
Boston University December 2012 - January 2013
Skills
Business Development, Marketing, Social Media, Customer Service, Leadership, Microsoft Office, Sales, Microsoft Excel, Social Media Marketing, Market Research, Event Planning, Marketing Strategy, Team Leadership, Social Networking, Teamwork, Marketing Communications, PowerPoint, Microsoft Word, Budgets, English, Team Building, Entrepreneurship, Nonprofits, Sales Management
Education
Endicott College 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Hamilton Wenham Regional Highschool 2008 — 2012
Cantella & Co., Inc. December 2014 - Present
Tedesco Country Club June 2014 - July 2014
Cuttyhunk Fishing Club July 2007 - August 2013
Boston University December 2012 - January 2013
Skills
Business Development, Marketing, Social Media, Customer Service, Leadership, Microsoft Office, Sales, Microsoft Excel, Social Media Marketing, Market Research, Event Planning, Marketing Strategy, Team Leadership, Social Networking, Teamwork, Marketing Communications, PowerPoint, Microsoft Word, Budgets, English, Team Building, Entrepreneurship, Nonprofits, Sales Management
Education
Endicott College 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Hamilton Wenham Regional Highschool 2008 — 2012
Stephen Govoni Stephen Govoni's Cantella & Co., Inc. Experience August 2015 - Present
Job Asst. Chief Compliance Officer at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. August 2015 - Present
Cantella & Co., Inc. June 2014 - August 2015
CoinShovel October 2013 - April 2015
Cantella & Co., Inc. October 2012 - May 2014
Commonwealth Financial Group October 2009 - February 2012
Commonwealth Financial Group January 2009 - September 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Cantella & Co., Inc. August 2015 - Present
Cantella & Co., Inc. June 2014 - August 2015
CoinShovel October 2013 - April 2015
Cantella & Co., Inc. October 2012 - May 2014
Commonwealth Financial Group October 2009 - February 2012
Commonwealth Financial Group January 2009 - September 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Amy Saville-Randall Amy Saville-Randall's Cantella & Co., Inc. Experience February 2006 - Present
Job Office Manager at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. February 2006 - Present
APS Financial Corp 1997 - 2006
Marcus, Stowell & Beye September 1980 - June 1994
Skills
Microsoft Excel, Microsoft Office, Investments, FINRA, Mutual Funds, Customer Service, Microsoft Word, Stocks, Securities, Wealth Management, ETFs, Options, Office Management
Education
Central Michigan University 1977 — 1979
Business Administration and Management, General
Kalamazoo Central High School 1974 — 1977
Bachelor of Science (BS)
Cantella & Co., Inc. February 2006 - Present
APS Financial Corp 1997 - 2006
Marcus, Stowell & Beye September 1980 - June 1994
Skills
Microsoft Excel, Microsoft Office, Investments, FINRA, Mutual Funds, Customer Service, Microsoft Word, Stocks, Securities, Wealth Management, ETFs, Options, Office Management
Education
Central Michigan University 1977 — 1979
Business Administration and Management, General
Kalamazoo Central High School 1974 — 1977
Bachelor of Science (BS)
Jill A. Haueter Jill A. Haueter's Cantella & Co., Inc. Experience November 2013 - Present
Job Financial Planner / Registered Principal at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. November 2013 - Present
Raymond James Financial Services, Inc. member FINRA/SIPC June 2010 - November 2013
Edward Jones January 2008 - June 2010
Centene Inc. March 2005 - June 2007
Anheuser-Busch 2000 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Investment Strategies, Securities, Finance, Insurance, Tax, Cash Flow
Education
University of Missouri-Saint Louis 1992 — 1999
Ph.D., Industrial/Organizational Psychology
The University of Akron 1989 — 1992
BA, Psychology
Cantella & Co., Inc. November 2013 - Present
Raymond James Financial Services, Inc. member FINRA/SIPC June 2010 - November 2013
Edward Jones January 2008 - June 2010
Centene Inc. March 2005 - June 2007
Anheuser-Busch 2000 - 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Investment Strategies, Securities, Finance, Insurance, Tax, Cash Flow
Education
University of Missouri-Saint Louis 1992 — 1999
Ph.D., Industrial/Organizational Psychology
The University of Akron 1989 — 1992
BA, Psychology
Steven Dias Steven Dias's Cantella & Co., Inc. Experience March 2012 - Present
Job Owner at LMA Associates, Financial Advisor, CPA
Industry Financial Services
Experience
Cantella & Co., Inc. March 2012 - Present
LMA Associates, Inc. April 1998 - Present
U.S. Financial Advisors, LLC December 1998 - March 2012
Skills
Wealth Management, Wealth Accumulation..., Retirement Planning, Strategic Financial..., Investment Management, Asset Managment, Tactical Asset..., Portfolio Management, Personal Finance, Investment Strategies, Small Business, Risk Management, Mutual Funds, Tax Preparation, Estate Planning, College Savings Plans
Education
Stonehill College 1979 — 1983
BS, Accounting
Brockton High School 1975 — 1979
Cantella & Co., Inc. March 2012 - Present
LMA Associates, Inc. April 1998 - Present
U.S. Financial Advisors, LLC December 1998 - March 2012
Skills
Wealth Management, Wealth Accumulation..., Retirement Planning, Strategic Financial..., Investment Management, Asset Managment, Tactical Asset..., Portfolio Management, Personal Finance, Investment Strategies, Small Business, Risk Management, Mutual Funds, Tax Preparation, Estate Planning, College Savings Plans
Education
Stonehill College 1979 — 1983
BS, Accounting
Brockton High School 1975 — 1979
Dean Singer, DO Dean Singer, DO's Cantella & Co., Inc. Experience 2005 - 2007
Job Osteopathic Family Medicine Resident at Umass Medical Center
Industry Medical Practice
Experience
UMass Memorial Medical Center June 2015 - Present
New York Institute of Technology College of Osteopathic Medicine August 2011 - June 2015
TransCare 2012 - 2013
Beth Israel Deaconess Medical Center 2010 - 2011
Cataldo Ambulance Service Inc. 2009 - 2011
Barclays 2007 - 2008
Cantella & Co., Inc. 2005 - 2007
Skills
Emergency Medicine, Pediatrics, CPR Certified, Medicine, Clinical Research, Healthcare, ACLS, Medical Education, Public Health, Research, Hospitals, Data Analysis, Microsoft Excel
Education
New York Institute of Technology 2011 — 2015
D.O., Osteopathic Medicine/Osteopathy
University of Toronto 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Greenfield Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
UMass Memorial Medical Center June 2015 - Present
New York Institute of Technology College of Osteopathic Medicine August 2011 - June 2015
TransCare 2012 - 2013
Beth Israel Deaconess Medical Center 2010 - 2011
Cataldo Ambulance Service Inc. 2009 - 2011
Barclays 2007 - 2008
Cantella & Co., Inc. 2005 - 2007
Skills
Emergency Medicine, Pediatrics, CPR Certified, Medicine, Clinical Research, Healthcare, ACLS, Medical Education, Public Health, Research, Hospitals, Data Analysis, Microsoft Excel
Education
New York Institute of Technology 2011 — 2015
D.O., Osteopathic Medicine/Osteopathy
University of Toronto 2002 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Greenfield Community College 2000 — 2002
Associate of Arts (A.A.), Business Administration and Management, General
Michelle Miele Michelle Miele's Cantella & Co., Inc. Experience July 2009 - December 2014
Job Director of Business Development at Cantella and Co, Inc.
Industry Financial Services
Experience
Cantella and Co. Inc. December 2014 - Present
Cantella & Co., Inc July 2009 - December 2014
Cantella & Co., Inc. October 2004 - July 2009
Cantella & Co, Inc. December 2003 - November 2004
Cantella & Co, Inc. August 1999 - December 2003
Skills
Series 7
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), Marketing
Cantella and Co. Inc. December 2014 - Present
Cantella & Co., Inc July 2009 - December 2014
Cantella & Co., Inc. October 2004 - July 2009
Cantella & Co, Inc. December 2003 - November 2004
Cantella & Co, Inc. August 1999 - December 2003
Skills
Series 7
Education
Merrimack College 1994 — 1999
Bachelor of Science (B.S.), Marketing
Danielle Holmes, CRPC® Danielle Holmes, CRPC®'s Cantella & Co., Inc. Experience September 1995 - September 1997
Job Financial Planner at Dolan Financial Services
Industry Financial Services
Experience
Dolan Financial Services January 2011 - Present
Holmes Office Details August 2009 - February 2013
Cantella & Co., Inc. September 1995 - September 1997
Smith Barney 1993 - May 1995
Skills
Strategic Planning, Public Speaking, Sales Management, Team Building, Coaching, Marketing Strategy, Marketing Communications, Salesforce.com, Retirement Planning, PowerPoint, Financial Services, QuickBooks, Series 7
Education
University of Massachusetts, Amherst
Bachelor's Degree, Behavioral Finance
College for Financial Planning 2014 — 2015
Chartered Retirement Planning CounselorSM
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Essex Community College 2009 — 2010
Certificate, Professional Organization
Katharine Gibbs 1991 — 1993
Associates, Secretarial Arts
Newburyport High School 1986 — 1990
Diploma
Dolan Financial Services January 2011 - Present
Holmes Office Details August 2009 - February 2013
Cantella & Co., Inc. September 1995 - September 1997
Smith Barney 1993 - May 1995
Skills
Strategic Planning, Public Speaking, Sales Management, Team Building, Coaching, Marketing Strategy, Marketing Communications, Salesforce.com, Retirement Planning, PowerPoint, Financial Services, QuickBooks, Series 7
Education
University of Massachusetts, Amherst
Bachelor's Degree, Behavioral Finance
College for Financial Planning 2014 — 2015
Chartered Retirement Planning CounselorSM
College for Financial Planning 2011 — 2011
Registered Paraplanner
Northern Essex Community College 2009 — 2010
Certificate, Professional Organization
Katharine Gibbs 1991 — 1993
Associates, Secretarial Arts
Newburyport High School 1986 — 1990
Diploma
Robert Rao Robert Rao's Cantella & Co., Inc. Experience February 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Cantella & Co., Inc. February 2015 - Present
Education
Texas A&M University
Master of Business Administration (MBA)
Texas A&M University
Bachelor of Science (BS), Marketing/Management
Cantella & Co., Inc. February 2015 - Present
Education
Texas A&M University
Master of Business Administration (MBA)
Texas A&M University
Bachelor of Science (BS), Marketing/Management
Kathryn W. Cormier Kathryn W. Cormier's Cantella & Co., Inc. Experience 2005 - 2006
Job Registered Principal\Financial Advisor
Industry Financial Services
Experience
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
LPL Financial March 2006 - Present
LPL Financial March 2006 - Present
Cantella & Co., Inc. 2005 - 2006
Raymond James Financial Inc. 1995 - 2004
John G. Kinnard and Company 1992 - 1995
New York Life Insurance Company 1987 - 1992
Skills
Wealth Mangagement, Investments, Mutual Funds, Strategic Planning, Portfolio Management, Securities, Retirement Planning, Investment Advisory, Asset Management, Series 24, Series 63, Series 65, Series 7, Registration with LPL...
Education
Northern State University, Aberdeen, SD 1986 — 1987
Bachelor's Degree, Bachelor of Science
North Dakota State College of Science 1977 — 1978
Associate of Science (A.S.), Dental Hygiene/Hygienist
University of Minnesota-Twin Cities 1964 — 1965
Dental Assistant Certificate, Dental Assisting/Assistant
Craig Coker Craig Coker's Cantella & Co., Inc. Experience September 2010 - July 2013
Job Financial Advisor at Coker Wealth Management
Industry Financial Services
Experience
Coker Wealth Management July 2013 - Present
U.S. Army and Army Reserve April 1980 - January 2014
Cantella & Co., Inc. September 2010 - July 2013
USSOCOM December 2007 - September 2010
A.G. Edwards & Sons, Inc. September 2005 - December 2007
U S Army July 2004 - July 2005
Old Welshman's Inc. July 1984 - May 2004
Poor Irishmans Inc May 1982 - May 2004
Education
University of Maryland University College
Bachelor of Science (BS), Finance
The American College 2012 — 2015
ChFC
College for Financial Planning 2006 — 2010
North Bullitt High School 1976 — 1979
Coker Wealth Management July 2013 - Present
U.S. Army and Army Reserve April 1980 - January 2014
Cantella & Co., Inc. September 2010 - July 2013
USSOCOM December 2007 - September 2010
A.G. Edwards & Sons, Inc. September 2005 - December 2007
U S Army July 2004 - July 2005
Old Welshman's Inc. July 1984 - May 2004
Poor Irishmans Inc May 1982 - May 2004
Education
University of Maryland University College
Bachelor of Science (BS), Finance
The American College 2012 — 2015
ChFC
College for Financial Planning 2006 — 2010
North Bullitt High School 1976 — 1979
Ashley Wright Ashley Wright's Cantella & Co., Inc. Experience May 2014 - September 2014
Job Creative Marketing Coordinator
Industry Public Relations and Communications
Experience
CoreMedical Group September 2014 - Present
CoreInformation Technology September 2014 - Present
Cantella & Co., Inc. May 2014 - September 2014
Suffolk University May 2013 - June 2014
Mac + Lee May 2013 - February 2014
Housing Families Inc. January 2013 - June 2013
Skills
Public Relations, Social Media Marketing, Public Speaking, Marketing, Marketing Strategy, Email Marketing, Sales, Microsoft Office, Business Development, Account Management, Customer Service, Business Strategy, New Business Development, Strategy, Customer Satisfaction, Strategic Planning, Management, Press Releases
Education
Suffolk University 2010 — 2014
Bachelor of Science, Public Relations
Westford Academy 2006 — 2010
CoreMedical Group September 2014 - Present
CoreInformation Technology September 2014 - Present
Cantella & Co., Inc. May 2014 - September 2014
Suffolk University May 2013 - June 2014
Mac + Lee May 2013 - February 2014
Housing Families Inc. January 2013 - June 2013
Skills
Public Relations, Social Media Marketing, Public Speaking, Marketing, Marketing Strategy, Email Marketing, Sales, Microsoft Office, Business Development, Account Management, Customer Service, Business Strategy, New Business Development, Strategy, Customer Satisfaction, Strategic Planning, Management, Press Releases
Education
Suffolk University 2010 — 2014
Bachelor of Science, Public Relations
Westford Academy 2006 — 2010
Christopher Flaherty Christopher Flaherty's Cantella & Co., Inc. Experience June 2014 - Present
Job Operations Associate at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. June 2014 - Present
Braintree Youth Hockey July 2014 - Present
Braintree Public Schools September 2008 - September 2014
Braintree Public Schools May 2014 - June 2014
Providence College May 2012 - May 2014
Providence College September 2011 - May 2014
Providence College September 2011 - September 2013
Sundae School Ice Cream Parlor May 2013 - August 2013
Sundae School Ice Cream Parlor May 2010 - September 2012
Skills
Event Planning, Orientation Programs, Highly personable, Research, Coaching, Teamwork, Social Media, Social Networking, Operations, Customer Service
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), History/Sociology
Braintree High School 2006 — 2010
High School Diploma
Cantella & Co., Inc. June 2014 - Present
Braintree Youth Hockey July 2014 - Present
Braintree Public Schools September 2008 - September 2014
Braintree Public Schools May 2014 - June 2014
Providence College May 2012 - May 2014
Providence College September 2011 - May 2014
Providence College September 2011 - September 2013
Sundae School Ice Cream Parlor May 2013 - August 2013
Sundae School Ice Cream Parlor May 2010 - September 2012
Skills
Event Planning, Orientation Programs, Highly personable, Research, Coaching, Teamwork, Social Media, Social Networking, Operations, Customer Service
Education
Providence College 2010 — 2014
Bachelor of Arts (B.A.), History/Sociology
Braintree High School 2006 — 2010
High School Diploma
Annie Hathaway's Cantella & Co., Inc. Experience April 2015 - June 2015
Job Digital Marketing Manager at Logentries | Log Management & Realtime Analytics
Industry Marketing and Advertising
Experience
Logentries Log Management & Real-time Analytics August 2015 - Present
Startup Institute June 2015 - August 2015
Cantella & Co., Inc. April 2015 - June 2015
Cantella & Co., Inc. October 2014 - April 2015
State Street May 2013 - September 2014
State Street June 2012 - May 2013
Mirvac: Sebel Resort and Spa February 2012 - April 2012
Sylvan Snack Bar (Student Run Business) September 2010 - December 2011
Abercrombie & Fitch May 2011 - September 2011
Cheers Restaurant and Bar May 2010 - September 2011
Skills
Microsoft Excel, Time Management, Customer Service, Microsoft Office, Volunteering, Social Media, Finance, Team Leadership, QuickBooks, Management, Marketing, Technical Marketing, Bloomberg, Corporate Finance, Sales, Networking, Business Relationship..., Corporate Development, Relationship Management, WordPress, Accounting, Client Relationship..., SEO, SEM, Google Analytics, Google Adwords, HTML, CSS, Adobe Creative Suite, Lead Acquisition, Paid Placements, Analytics
Education
Startup Institute Boston 2015 — 2015
Technical Marketing
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in Economics
CAPA International Education - Sydney, Australia 2012 — 2012
Medford High School 2005 — 2009
Logentries Log Management & Real-time Analytics August 2015 - Present
Startup Institute June 2015 - August 2015
Cantella & Co., Inc. April 2015 - June 2015
Cantella & Co., Inc. October 2014 - April 2015
State Street May 2013 - September 2014
State Street June 2012 - May 2013
Mirvac: Sebel Resort and Spa February 2012 - April 2012
Sylvan Snack Bar (Student Run Business) September 2010 - December 2011
Abercrombie & Fitch May 2011 - September 2011
Cheers Restaurant and Bar May 2010 - September 2011
Skills
Microsoft Excel, Time Management, Customer Service, Microsoft Office, Volunteering, Social Media, Finance, Team Leadership, QuickBooks, Management, Marketing, Technical Marketing, Bloomberg, Corporate Finance, Sales, Networking, Business Relationship..., Corporate Development, Relationship Management, WordPress, Accounting, Client Relationship..., SEO, SEM, Google Analytics, Google Adwords, HTML, CSS, Adobe Creative Suite, Lead Acquisition, Paid Placements, Analytics
Education
Startup Institute Boston 2015 — 2015
Technical Marketing
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Minor in Economics
CAPA International Education - Sydney, Australia 2012 — 2012
Medford High School 2005 — 2009
Michael Kelsey's Cantella & Co., Inc. Experience July 2006 - May 2012
Job Compliance Officer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management June 2013 - Present
Weston Financial May 2012 - June 2013
Cantella & Co., Inc. July 2006 - May 2012
Charles Schwab & Co., Inc. 2003 - 2006
Skills
Series 7, Series 24, Series 66, Series 3, Series 53
Education
BHS
Babson College
Bachelor of Science (BS), Finance & Entrepreneurship
Northeastern University
Acadian Asset Management June 2013 - Present
Weston Financial May 2012 - June 2013
Cantella & Co., Inc. July 2006 - May 2012
Charles Schwab & Co., Inc. 2003 - 2006
Skills
Series 7, Series 24, Series 66, Series 3, Series 53
Education
BHS
Babson College
Bachelor of Science (BS), Finance & Entrepreneurship
Northeastern University
William McEvoy's Cantella & Co., Inc. Experience 2008 - Present
Job Trader/ Operations at Cantella & Co.
Industry Financial Services
Experience
Cantella & Co., Inc. 2008 - Present
State Street June 2007 - 2008
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Cantella & Co., Inc. 2008 - Present
State Street June 2007 - 2008
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Lizzie Hummel's Cantella & Co., Inc. Experience March 2015 - Present
Job Branch Office Manager at Cantella & Co., Inc.
Industry Architecture & Planning
Experience
Hood College August 2013 - Present
Cantella & Co., Inc. March 2015 - Present
Flights of Fancy November 2009 - April 2015
URS Corporation, an AECOM Company August 2010 - August 2012
R.C. Goodwin and Associates August 2008 - March 2009
Schifferstadt Architectural Museum March 2006 - October 2008
Education
Hood College 2004 — 2008
Bachelor's Degree, History, Art with a concentration in Archaeology, Classical Studies
Hood College August 2013 - Present
Cantella & Co., Inc. March 2015 - Present
Flights of Fancy November 2009 - April 2015
URS Corporation, an AECOM Company August 2010 - August 2012
R.C. Goodwin and Associates August 2008 - March 2009
Schifferstadt Architectural Museum March 2006 - October 2008
Education
Hood College 2004 — 2008
Bachelor's Degree, History, Art with a concentration in Archaeology, Classical Studies
Jay Lanstein's Cantella & Co., Inc. Experience January 2002 - Present
Job CEO/CIO at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. January 2002 - Present
Brokerage Technology March 2005 - Present
Skills
Securities, Series 7, Trading, Fixed Income, Equities, Investment Advisory
Education
Boston College 2001 — 2004
BA, Economics
Choate Rosemary Hall 1997 — 2001
Cantella & Co., Inc. January 2002 - Present
Brokerage Technology March 2005 - Present
Skills
Securities, Series 7, Trading, Fixed Income, Equities, Investment Advisory
Education
Boston College 2001 — 2004
BA, Economics
Choate Rosemary Hall 1997 — 2001
William McEvoy's Cantella & Co., Inc. Experience Trader/ Assistant Director of Corporate DevelopmentCantella2008 - March 2013
Job Chief Financial Officer at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. Trader/ Assistant Director of Corporate DevelopmentCantella2008 - March 2013
State Street July 2007 - February 2008
Skills
Fixed Income Trading, Series 7, Securities, FINRA, Asset Management, Investments, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Wealth Management, Strategic Financial..., Bloomberg, Trading, Financial Services, Financial Analysis, Investment Advisory, Options, Investment Management, Series 24
Education
Syracuse University 2003 — 2007
Finance/Economics
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Finance, Economics
Cantella & Co., Inc. Trader/ Assistant Director of Corporate DevelopmentCantella2008 - March 2013
State Street July 2007 - February 2008
Skills
Fixed Income Trading, Series 7, Securities, FINRA, Asset Management, Investments, Alternative Investments, Equities, Mutual Funds, Portfolio Management, Series 63, Wealth Management, Strategic Financial..., Bloomberg, Trading, Financial Services, Financial Analysis, Investment Advisory, Options, Investment Management, Series 24
Education
Syracuse University 2003 — 2007
Finance/Economics
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Finance, Economics
Lauren Van Keulen's Cantella & Co., Inc. Experience June 2006 - August 2006
Job Guest Services Manager at LEVEL Furnished Living
Industry Hospitality
Experience
LEVEL Furnished Living March 2015 - Present
FABULATION PTE LTD November 2013 - August 2014
Malibu Beach Inn Hotel and Spa July 2010 - August 2013
Rogers Radio Group September 2008 - February 2010
Avenue Garden Hotel 2006 - 2008
Van Leer & Greenburg May 2007 - August 2007
Bodee's June 2006 - August 2006
Cantella & Co., Inc. June 2006 - August 2006
Best Western International June 2004 - August 2005
Skills
Hospitality Management, Event Management, Microsoft Office, Marketing, Research, Hospitality, Microsoft Word, Restaurants, Social Media Marketing, Microsoft Excel, Food & Beverage, Hotels, Customer Service, Proactive self-starter, Public Speaking, Public Relations, Sales, Social Media, Event Planning, Leadership, Nonprofits, Teamwork, Facebook, Social Networking, Open Table, Corporate Events, Management, Customer Satisfaction, Email Marketing, Blogging, Hotel Management, Marketing Strategy
Education
Vatel International Los Angeles 2011 — 2012
Master of Business Administration (MBA), Tourism & Hospitality Management, Valedictorian
Loyola University New Orleans 2004 — 2008
Bachelors, Criminal Justice
Villanova Preparatory School 2000 — 2004
High School Diploma
LEVEL Furnished Living March 2015 - Present
FABULATION PTE LTD November 2013 - August 2014
Malibu Beach Inn Hotel and Spa July 2010 - August 2013
Rogers Radio Group September 2008 - February 2010
Avenue Garden Hotel 2006 - 2008
Van Leer & Greenburg May 2007 - August 2007
Bodee's June 2006 - August 2006
Cantella & Co., Inc. June 2006 - August 2006
Best Western International June 2004 - August 2005
Skills
Hospitality Management, Event Management, Microsoft Office, Marketing, Research, Hospitality, Microsoft Word, Restaurants, Social Media Marketing, Microsoft Excel, Food & Beverage, Hotels, Customer Service, Proactive self-starter, Public Speaking, Public Relations, Sales, Social Media, Event Planning, Leadership, Nonprofits, Teamwork, Facebook, Social Networking, Open Table, Corporate Events, Management, Customer Satisfaction, Email Marketing, Blogging, Hotel Management, Marketing Strategy
Education
Vatel International Los Angeles 2011 — 2012
Master of Business Administration (MBA), Tourism & Hospitality Management, Valedictorian
Loyola University New Orleans 2004 — 2008
Bachelors, Criminal Justice
Villanova Preparatory School 2000 — 2004
High School Diploma
Peter McAleer's Cantella & Co., Inc. Experience May 2013 - August 2013
Job Campus Connection Contributor at ESPNU
Industry Marketing and Advertising
Experience
ESPNU July 2015 - Present
IMG College August 2014 - Present
Connoisseur Media May 2014 - August 2014
Cantella & Co., Inc. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Sports, College Basketball, Spanish, Marketing, Advertising, Sports Marketing
Education
University of Connecticut 2012 — 2016
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Senior
University of Connecticut
ESPNU July 2015 - Present
IMG College August 2014 - Present
Connoisseur Media May 2014 - August 2014
Cantella & Co., Inc. May 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Sports, College Basketball, Spanish, Marketing, Advertising, Sports Marketing
Education
University of Connecticut 2012 — 2016
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Senior
University of Connecticut
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY