Capital Analysts of New England
Address: 35 Braintree Hill Office Park #400, Braintree, MA 02184 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 786-1600: : Website: : Category: Place name: : : : Website: http://www.capitalanalystsne.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 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 Capital Analysts of New England, Inc Posting publicly on the Web Write a review Reviews Be the first to review
Capital Analysts of New England List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Capital Analysts of New England. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Capital Analysts of New England Employees
Restoration Hardwood Flooring, LLC 2014 - Present
Capital Analysts of New England 1994 - 2012
Skills
Life Insurance Product..., Estate Planning, Income Planning, Presentation Design, Computer Network..., Financial Calculations, Sales Process..., Strategic Consulting, Business Succession..., Financial Consulting, Split Dollar, Corporate Owned Life..., Non-Qualified Deferred..., Employee Benefits, Monte Carlo modeling, Compensation Consulting, Insurance Planning, Charitable Gift Planning, Planned Giving, Irrevocable Trusts, Asset Protection, Long Term Care Insurance, Series 63, Series 6, Insurance, Financial Goals, Retirement Planning, Financial Planners, Succession Planning, Financial Advisory, Financial Planning
Education
Trinity College-Hartford 1986 — 1990
Bachelor's degree, American Studies
Harley School
Capital Analysts of New England March 2015 - Present
The Jetty Bar & Restaurant July 2014 - August 2015
Amherst Pelham Regional Public Schools October 2014 - December 2014
Boys and Girls Club of Greater Holyoke 2014 - 2014
TK O'Malley's Sports Cafe August 2010 - December 2013
Skills
Spanish, Communication, Microsoft Office, Social Media, Microsoft Excel, Leadership, PowerPoint
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Arts (BA), Spanish Language and Literature
Scituate High School 2007 — 2011
High School Diploma
Commonwealth Financial Network January 2012 - Present
Capital Analysts of New England December 2009 - January 2012
Fidelity July 1998 - July 2008
Standish, Ayer, & Wood, Inc. May 1993 - July 1998
Skills
Asset Management, Portfolio Management, Financial Planning, Research, Series 7, Mutual Funds, Equities, Investment Advisory, Trading, Wealth Management, Securities, Bloomberg, Series 66, Series 24, Strategic Financial..., Financial Services, Financial Advisory, Asset Managment, Asset Allocation, Investments
Education
Boston University 2008 — 2008
CFP Education Certificate, Financial Planning
Suffolk University - Sawyer Business School 1994 — 1997
MBA, Business
University of Vermont 1988 — 1992
B.S. Business Administration, Marketing/Management
St. John's Prep High School 1984 — 1988
Marcum LLP April 2010 - Present
UHY Advisors NE, LLC July 2006 - April 2010
Brown & Brown, LLP November 1998 - June 2006
Capital Analysts of New England September 1995 - November 1998
Skills
High Net Worth..., Income Tax, Financial Advisory, Corporate Tax, Tax, Tax Preparation, Trusts, Accounting, Tax Accounting, Tax Research, Insurance, Financial Planners, Estate Law, Wealth, Estate Planning, Tax Advisory, Financial Statements, Tax Law, Finance, Financial Planning, Estate Tax Planning, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Certificate, Financial Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 1997
MS, Taxation
Bentley University 1994 — 1996
BS, Accounting
Wellington Management November 2013 - Present
Chimera Securities May 2012 - August 2012
Beaumont Financial Partners LLC January 2010 - May 2012
Capital Analysts of New England January 2004 - October 2009
Capital Analysts of New England May 2002 - January 2004
Center for Business Ethics at Bentley University January 2000 - May 2002
Skills
Trading, Tactical Asset..., Investment Coordinating, Business Relationship..., Portfolio Management, Economic Research, Operations Management, Systems Analysis, Investment Products, Client Relationship..., Client Retention, Sales Operations, Direct Sales, Trading Systems, Business Ethics, Profit & Loss Management, Risk Assessment, Operational Risk, Risk Management, Brokerage, Institutional Investors, Block Trading, International Trading, Trade Analysis, Equity Valuation, Alternative Investments, Bond Trading, Equity Trading, Commodities, Quantitative Modeling, Quantitative Analysis, Bloomberg, Microsoft Office, Series 7, Series 65, Technical Analysis, Portfolio Optimization, Investments
Education
Boston University 2011 — 2012
M.S.
Bentley University 2000 — 2001
Bachelors of Science
Signator Investors, Inc. December 2012 - Present
Capital Analysts of New England 2005 - 2011
Capital Analysts of New England 2001 - 2005
Capital Analysts of New England 1995 - 2001
Capital Analysts of New England August 1992 - 1995
Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Advisory, Asset Allocation, Insurance, Equities, Series 24, Financial Services, Employee Benefits, FINRA
Education
Bridgewater State College 1986 — 1987
Bachelor of Science, Management
University of Massachusetts Dartmouth 1983 — 1985
BA, Marketing
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Landmark Wealth Advisors December 1991 - Present
Capital Analysts of New England 1991 - 1993
AEW Capital Management March 1988 - June 1991
The Boston Financial Group March 1987 - March 1988
BDO Seidman, LLP January 1984 - December 1986
Davis, Clark and Company January 1982 - December 1983
Skills
Tax Reduction, Investment Management, Estate Planning, Business Succession..., Business Planning, Insurance and Risk..., Tax Management, Tax Planning, Real Estate Investment, Portfolio Management, Asset Allocation, Small Business Owners, Real Estate Owners, Estate Tax Planning, Stocks, Bonds, Mutual Funds, Alternative Investments
Education
The University of Texas at Austin 1985 — 1987
MBA, Investment Management
Bentley University 1978 — 1982
BS, Finance/Accounting
Watertown High School 1974 — 1978
Capital Analysts of New England January 2000 - Present
Education
Bentley University 1996 — 2000
KAF Financial August 2000 - Present
Capital Analysts of New England 1985 - Present
New England Patriots 1976 - 1985
Education
University of Massachusetts, Amherst
MBA, Accounting
St. Lawrence University
B.S., Economics
Capital Analysts of New England November 2003 - Present
Skills
Account Management, Customer Service, Project Management, Marketing, Event Planning, PowerPoint, Management, Leadership, Social Media, Mathematics, Team Leadership, CRM, Budgets, Employee Relations, Strategic Planning, Public Speaking
Education
University of Massachusetts Dartmouth 1999 — 2003
Bachelor of Science (B.S.), Human Resource Management
Capital Analysts of New England
Skills
Microsoft Office, Negotiation, Microsoft Excel, Health Insurance, Property & Casualty..., Commercial Insurance
Education
The University of Texas at Austin 1953 — 1957
Bachelor of Science (B.S.), Business Administration and Management, General