CCO Investment Services

CCO Investment Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CCO Investment Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.

CCO Investment Services Salaries. You can even request information on how much does CCO Investment Services pay if you want to. Learn about salaries, pros and cons of working for CCO Investment Services 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!

16 CCO Investment Services employees in database. Find out everything there's to know about CCO Investment Services 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.

CCO Investment Services Employees

Employee
Years
Job
Industry
Aman Awan, CFP® Aman Awan, CFP® Greater Detroit Area Details
Aman Awan, CFP®'s CCO Investment Services Experience July 2005 - December 2007
Job
Industry Financial Services
Experience
DFCU Financial  February 2014 - Present
Fifth Third Private Bank  February 2012 - February 2014
PLUS Financial Network   December 2008 - July 2012
Hartford Life  December 2007 - December 2008
CCO Investment Services   July 2005 - December 2007
Hantz Financial  June 2000 - July 2005

Education
Oakland University   1999 — 2001
Bachelors, Finance

Eve Szczerepa Eve Szczerepa Providence, Rhode Island Area Details
Eve Szczerepa's CCO Investment Services Experience October 2012 - Present
Job Officer; Sr Principal at CCO Investment Services
Industry Investment Management
Experience
CCO Investment Services   October 2012 - Present
Bank of America / Merrill Lynch  2004 - 2010
Quick & Reilly / Suretrade   1998 - 2004

Education
Johnson and Wales University   1995 — 1998
Master of Business Administration (MBA), International Business/Trade/Commerce, 3.9/4.0

Nathaniel Shaw Nathaniel Shaw Bedford, New Hampshire Details
Nathaniel Shaw's CCO Investment Services Experience January 2004 - May 2011
Job CERTIFIED FINANCIAL PLANNER at Paquette & Shaw Financial Group, LLC
Industry Financial Services
Experience
Paquette & Shaw Financial Group, LLC 603-724-1051   May 2011 - Present
CCO Investment Services   January 2004 - May 2011
Putnam Investments  January 2001 - December 2004

Skills
Insurance, Retirement Planning, Estate Planning, Asset Managment, Wealth Management, Strategic Financial..., Financial Advisory, Small Business, Series 7, Mutual Funds, Series 63, Series 24, Alternative Investments, Investments, Retirement, Fixed Annuities, 401k, IRAs, Investment Advisory, Asset Allocation, Financial Planners, Finance, Asset Management, Investment Management, Certified Financial..., Financial Services

Education
New England College   2014 — 2015
Master of Business Administration (M.B.A.), Strategic Leadership, 3.96

Merrimack College   2007 — 2008
CFP

New England College   1996 — 2000
BA, Business

John Stark   1992 — 1996

Tom Alessi Tom Alessi Greater Boston Area Details
Tom Alessi's CCO Investment Services Experience January 2012 - January 2014
Job President at Westwood Wealth Advisors
Industry Financial Services
Experience
Westwood Wealth Advisors   February 2014 - Present
CCO Investment Services   January 2012 - January 2014
AXA Advisors  January 2000 - December 2011
Cost Management Corp   February 1994 - August 1999
National Amusements  November 1985 - December 1993

Education
Massachusetts College of Liberal Arts   1981 — 1984
BA

Needham High School   1978 — 1981
Graduate

Joshua Smail Joshua Smail Greater Detroit Area Details
Joshua Smail's CCO Investment Services Experience October 2011 - April 2014
Job AVP Internal Wholesaler with Bluerock Capital Markets
Industry Investment Management
Experience
Bluerock Capital Markets   August 2015 - Present
Flexible Plan Investments, Ltd.   2014 - August 2015
CCO Investment Services   October 2011 - April 2014
Huntington Investment Company  August 2005 - October 2011

Skills
CFA Level II Candidate, FINRA Series 7, FINRA Series 63, FINRA Series 65, Asset Allocation, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Retirement Planning, Equities, Portfolio Management, Series 7, Series 63, Investments, Sales, Financial Services, Wealth Management

Education
Oakland University   2005 — 2007
Master of Business Administration (M.B.A.), Finance

Western Michigan University   1998 — 2002
Bachelor of Business Administration (BBA), Finance

Colleen Lange Colleen Lange La Vergne, Tennessee Details
Colleen Lange's CCO Investment Services Experience December 2007 - April 2014
Job HR Administrative Assistant at Alorica
Industry Warehousing
Experience
Alorica  September 2014 - Present
CCO Investment Services   December 2007 - April 2014
Citizens Bank  April 2009 - November 2012
Amoskeag Women’s Rugby Club   March 2009 - March 2011
Bath and Body Works  November 2006 - November 2008
Blue River Canyon Day Spa and Store   September 2007 - December 2007
Creature Comforts  December 2006 - September 2007
Bancnorth Investment Group  October 2003 - October 2006
Pellenz and Thomas, P.L.L.C   April 2003 - September 2003
Kanu Customized, Inc   October 2002 - September 2003

Skills
Customer Service, Fundraising, Management, Sales, Administrative..., Research, Microsoft Office, Nonprofits, Invoicing, Administration, Human Resources, Leadership, Sales Management

Education
New England College   1996 — 2000
Bachelor of Arts, Business, Business

Ivana Stanisic, CEBS®, AAMS® Ivana Stanisic, CEBS®, AAMS® Denver, Colorado Details
Ivana Stanisic, CEBS®, AAMS®'s CCO Investment Services Experience May 2005 - May 2007
Job Sr. Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  May 2007 - Present
TIAA-CREF  2007 - 2014
CCO INVESTMENT SERVICES   May 2005 - May 2007
NATIONAL CITY BANK/NATCITY INVESTMENTS   September 2003 - May 2005
American Express  April 2003 - August 2003

Skills
Retirement, Investments, Strategic Financial..., Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Finance, Life Insurance, Portfolio Management, IRAs, Series 65, Personal Financial..., Financial Planning, Series 63, Financial Services

Education
College for Financial Planning   2013 — 2014
AAMS, Finance and Financial Management Services

University of Pennsylvania - The Wharton School   2011 — 2012
CEBS, Finance/Benefits

Unviersity of Belgrade   1988 — 1993
BS, Foreign Policy

.
Marketing and Communication; Faculty for Political Science, Foreign Politics and

Edward Lawrence Edward Lawrence Providence, Rhode Island Area Details
Edward Lawrence's CCO Investment Services Experience October 2007 - May 2009
Job Performance Reporting Manager
Industry Financial Services
Experience
Citizens Bank  December 2010 - Present
CCO Investments  May 2009 - January 2011
CCO Investment Services   October 2007 - May 2009
CCOISC PhoneBank, CCO Investment Services Corp   May 2005 - October 2007
CCO Investment Services   August 2004 - May 2005
Citizens Bank  March 2003 - August 2004

Skills
Data Analysis, Risk Management, Call Centers, Access, Leadership, Management, Business Intelligence, CRM, VBA, Strategy, Finance, Training, Predictive Analytics, Analytics, Financial Services, Performance Management, Data Visualization, Salesforce.com, Software Development, Performance Reporting, Balanced Scorecard, Excel Dashboards, Relational Databases, Cognos, Data Mining, MIS, Banking, Loans, Pivot Tables, Report Automation, Big Data, R, Relational Data Modeling, PowerPivot, Excel Power View, PowerPivot Data..., Credit Analysis

Education
Presenting Data and Information - Edward Tufte   2013 — 2013

Sarah Lawrence College   1994 — 2000
B.A, Liberal Arts

David Reynolds CRPC David Reynolds CRPC Providence, Rhode Island Area Details
David Reynolds CRPC's CCO Investment Services Experience 2003 - 2005
Job Regional VP / Wholesaler Transamerica Capital
Industry Financial Services
Experience
Transamerica Capital Management  February 2007 - Present
Genworth Financial  2005 - 2007
CCO Investment Services   2003 - 2005
MFS Investment Management  1997 - 2003

Skills
Series 63, Mutual Funds, 401k, Fixed Annuities, Retirement, Retirement Planning, Series 6, Series 7, Variable Annuities, Series 24, Series 65, Asset Allocation, FINRA

Education
The Catholic University of America   1993 — 1997
BA, Political Science

Peter Yunger Peter Yunger Greater Boston Area Details
Peter Yunger's CCO Investment Services Experience June 2010 - November 2012
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  November 2012 - Present
CCO Investment Services   June 2010 - November 2012
CCO Investment Services   January 2005 - June 2010
Boston Financial Data Services  January 2003 - January 2005
Boston Financial Data Services  August 2002 - January 2003
Scudder Investments  August 2000 - May 2002

Skills
Series 7, Series 24, Series 63, Series 6, Securities, Equities, Asset Allocation, series 51, FINRA, Asset Management, Alternative Investments, Customer Service, Variable Annuities, Back Office, Call Centers, IRAs

Education
High Point University   1993 — 1998
B.S., Psychology

High Point University   1993 — 1997
Bachelors Degree, Psychology

Eric Cutler Eric Cutler Lincoln, Rhode Island Details
Eric Cutler's CCO Investment Services Experience November 2005 - June 2006
Job VP, Senior Direct Supervision Principal Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2010 - Present
Merrill Lynch  June 2009 - April 2010
Banc of America Investments  June 2006 - June 2009
CCO Investment Services   November 2005 - June 2006
CCO Investment Services   June 2004 - November 2005
Fidelity Investments  July 2000 - October 2003

Skills
Securities, Mutual Funds, Project Management, Customer Service, Analysis, Leadership, Program Management, Series 24, Microsoft Office, Problem Solving, Social Media, Options

Education
Providence College   1994 — 1998
Bachelor of Arts, Theatre Arts

Robin Gibbons Robin Gibbons Providence, Rhode Island Area Details
Robin Gibbons's CCO Investment Services Experience January 1997 - Present
Job Financial Consultant at CCO Investment Services
Industry Financial Services
Experience
CCO Investment Services   January 1997 - Present
Citizens Bank  August 1993 - January 1997

Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Series 7, Mutual Funds, Retirement, Fixed Annuities, Investment Advisory, Financial Modeling, Financial Advisory, Asset Managment, Insurance, Series 63, Asset Allocation, Series 65, Series 24

Education
Bryant University   1982 — 1986
Bachelor of Science (B.S.), Finance

Ronald Aungst Ronald Aungst Haddonfield, New Jersey Details
Ronald Aungst's CCO Investment Services Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
CCO Investment services   2008 - 2010

Skills
Sales Management, Problem Solving, Personality Profiling, Leadership, Financial Analysis, Public Speaking, Investments, PowerPoint, Finance, Microsoft Excel, Financial Planning, Microsoft Office, Microsoft Word, Insurance, Employee Benefits, Marketing, Financial Services, Banking, Life Insurance, Time Management

Education
Susquehanna University   1978 — 1982
bachelors