CCO Investment Services Corp

CCO Investment Services Corp 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 Corp. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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

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

Employee
Years
Job
Industry
Christopher Koning Christopher Koning Edinboro, Pennsylvania Details
Christopher Koning's CCO Investment Services Corp Experience February 2002 - March 2012
Job Financial Advisor at Rebich Investments
Industry Financial Services
Experience
Rebich Investments   January 2015 - Present
Erie Wealth Management, Wells Fargo Advisors Financial Network, LLC, Member SIPC   March 2012 - January 2015
CCO Investment Services Corp.  February 2002 - March 2012
Dreyfus Investment Services   December 2000 - February 2002
Morgan Stanley  October 1998 - December 2000
Chatfield Dean & Co   November 1995 - October 1998

Skills
Investments, Finance, Mutual Funds, Retirement Planning, Management, Financial Analysis, Credit Analysis, Securities, Bonds, Retirement, Wealth Management..., Financial Advisory, Asset Allocation, 401k, Alternative Investments, IRAs, Wealth, Fixed Annuities, Life Insurance, Financial Services, Long-term Care, Insurance, Investment Strategies, ETFs, Disability Insurance, Relationship Management, Risk Management, Term Life Insurance, CRC professional...

Education
University of California, Riverside   1988 — 1992
Bachelor of Science (B.S.), Economics

Damien High School   1984 — 1988

Chhen Chhork Chhen Chhork Providence, Rhode Island Area Details
Chhen Chhork's CCO Investment Services Corp Experience January 2013 - Present
Job Operations Specialist at CCO Investment
Industry Financial Services
Experience
CCO Investment Services Corp   January 2013 - Present
Medical A to Z Transcription   November 2012 - Present
Merrill Lynch / Banc of America Investment   July 1999 - October 2010
Lifespan / Miriam Hospital   November 1996 - March 1999

Skills
Microsoft Office, Windows, Software Documentation, Microsoft Excel, Administrative..., Customer Service, Training, Management, Insurance, Team Building, Microsoft Word, Leadership, Outlook, Call Centers

Education
Rhode Island College   1995 — 1997
Nursing

Community College of Rhode Island

Lindsay Hartman Lindsay Hartman Providence, Rhode Island Area Details
Lindsay Hartman's CCO Investment Services Corp Experience February 2003 - May 2005
Job Director, Wealth Management
Industry Financial Services
Experience
TIAA-CREF  July 2015 - Present
TIAA-CREF  July 2011 - July 2015
TIAA-CREF  June 2005 - June 2011
CCO Investment Services Corp.  February 2003 - May 2005
Fidelity Investments  September 1999 - January 2003

Education
Providence College   1995 — 1999
Bachelor's Degree, Business Economics, Summa Cum Laude

Bentley University
Master's Degree, Financial Planning

Tolu Akinrimisi Tolu Akinrimisi Providence, Rhode Island Area Details
Tolu Akinrimisi's CCO Investment Services Corp Experience April 2012 - September 2014
Job Portfolio Oversight Associate at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   September 2014 - Present
CCO Investment Services Corp   April 2012 - September 2014
State Street  September 2011 - April 2012
Webster Bank  May 2011 - August 2011

Skills
Series 7, Portfolio Management, Series 63, Data Analysis, Bloomberg, Financial Analysis, Bloomberg Terminal, Microsoft Office, Salesforce.com, ThomsonOne, Streetscape, Morningstar

Education
University of Rhode Island   2006 — 2011
B.Sc. & B.A., Applied Economics, Communication Studies

Classical High   2002 — 2006
High School diploma, college prep

Frank Aiello Frank Aiello State College, Pennsylvania Area Details
Frank Aiello's CCO Investment Services Corp Experience August 2015 - Present
Job Citizens Investments
Industry Financial Services
Experience
CCO INVESTMENT SERVICES CORP.  August 2015 - Present
PNC Investments  October 2012 - Present
American Pension Benefits, Inc   August 2010 - June 2011
Oppenheimer & Co Inc  June 2009 - August 2010
PNC Financial Services Group  January 2006 - May 2009
Merrill Lynch  August 2004 - January 2006
Aiello Cafe Inc   1992 - January 2000

Education
Penn State University   2001 — 2004
B.S., Marketing/Management

Manuel Rezendes Manuel Rezendes Providence, Rhode Island Area Details
Manuel Rezendes's CCO Investment Services Corp Experience August 2013 - January 2015
Job Regional Director at Euclid Financial Services LLC
Industry Financial Services
Experience
Euclid Financial Services LLC   August 2015 - Present
Citizens Financial Group, Inc.   January 2015 - August 2015
CCO Investment Services Corp   August 2013 - January 2015
Citizens Bank  May 2012 - August 2013
Euclid Financial Services LLC   January 2010 - August 2012

Skills
Retirement Income..., Retirement Planning, Financial Services, Strategic Financial..., Estate Planning, Small Business, Life Insurance, Strategic Planning, Retirement, Fixed Annuities, Insurance, Employee Benefits, Succession Planning, 401k, IRAs, Financial Planning, Pensions, Series 7, Disability Insurance, Long-term Care, Uniform Combined State..., Series 24, series 52, Term Life Insurance, Public Speaking

Education
Bristol Community College   2013 — 2015
Associate's degree, Business Administration and Management, General

Glen Archambault Glen Archambault Providence, Rhode Island Area Details
Glen Archambault's CCO Investment Services Corp Experience July 2005 - February 2013
Job VP/ Director of Operations Citizens Private Bank
Industry Financial Services
Experience
Citizens Private Bank   October 2014 - Present
Citizens Wealth Managment   June 2013 - Present
Collette  February 2013 - June 2013
CCO Investment Services Corp.  July 2005 - February 2013
AIG  2003 - 2005
Ameriprise Financial  2003 - 2004
Staples Office Supplies  February 2000 - August 2003
US Navy  July 1992 - July 1998

Skills
Analysis, Salesforce.com, Wealth Management, Management, SharePoint, Vendor Management, Process Improvement, Team Leadership, Integration, Business Process, Training, CRM, Budgets, Business Analysis, Business Intelligence, Business Process..., Cross-functional Team..., Financial Services, Insurance, Program Management, Risk Management, SDLC, Visio, Requirements Analysis, IT Strategy

Education
University of Rhode Island   1988 — 1992
Bachelor of Arts, Political Science

Lisa Slack Sampson Lisa Slack Sampson Greater Boston Area Details
Lisa Slack Sampson's CCO Investment Services Corp Experience January 2008 - May 2009
Job Assoc. Investment and Wealth Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  November 2010 - Present
CCO Investment Services Corp.  January 2008 - May 2009
CCO Investment Services Corp.  June 2007 - December 2007
State Street  September 2006 - June 2007
BTS Asset Management  September 2003 - September 2006
ADP  April 1996 - September 2002

Skills
Relationship Management, Mutual Funds, Investments, Investment Management, Asset Allocation, Portfolio Management, Investment Strategies, Strategy

Education
Salem State College   1997 — 2003
Bachelor of Science, Business Administration, Finance Concentration, cum laude

Boston University Graduate School of Management
Master of Science in Investment Management

Robert Handley Robert Handley Greater New York City Area Details
Robert Handley's CCO Investment Services Corp Experience June 2014 - Present
Job VP, CCOISC Regional Administrative Officer at CCO Investment Services Corp.
Industry Financial Services
Experience
CCO Investment Services Corp.  June 2014 - Present
Barnum Financial Group, an office of Metlife  February 2010 - March 2013
Northstar Wealth Partners, LLC   November 2008 - February 2010
Genworth Financial  August 2003 - September 2008
Janney Montgomery Scott  1996 - 2003
St. Vincent Medical Center  June 1985 - January 1996

Skills
Series 7, Risk Management, Wealth Management, Options, FINRA, Trading, Uniform Combined State..., Bonds, Insurance, Advertising, Retirement Planning, 401k, Asset Managment, Securities, Strategic Financial..., Series 63, Customer Service, Mutual Funds, Retirement, Series 65, Financial Services, Investment Advisory, Life Insurance, Sales, Series 24, Asset Allocation, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Credit, Investments, Equities, Fixed Income, Health Insurance, Banking, IRAs, Long Term Care Insurance, Finance, Management

Education
University of Connecticut   1987 — 1992

Elaine Nee Elaine Nee Greater Boston Area Details
Elaine Nee's CCO Investment Services Corp Experience September 2014 - May 2015
Job Assistant Vice President Office of Compliance Counsel at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2015 - Present
CCO Investment Services Corp.  September 2014 - May 2015
LPL Financial  September 2013 - September 2014
LPL Financial  May 2012 - August 2013
CCO Investment Services Corp   June 2008 - May 2012
CCO Investment Services Corp.  March 2007 - June 2008
CCO Investment Services Corp   November 2005 - March 2007
Banc of America  April 1999 - September 2005

Skills
Securities, Series 7, FINRA, AML, Mutual Funds, Series 24, Series 63, Risk Management, Financial Services, Investments, Due Diligence, Securities Regulation, Banking, Equities, Investment Advisory, Wealth Management, Portfolio Management

Education
New England College of Business & Finance   2009 — 2011
MS, Business Ethics & Compliance

Marquette University   1994 — 1998
Bachelor of Science (B.S.), Accounting

John Dolim John Dolim Greater Boston Area Details
John Dolim's CCO Investment Services Corp Experience December 2003 - August 2012
Job Sr Insurance Case Manger at CCO Investment Services Corp
Industry Financial Services
Experience
MassMutual Financial Group  July 2014 - Present
CCO Investment Services Corp   December 2003 - August 2012
WindRiver HSI   2000 - 2002

Skills
Asset Management, Finance, Financial Services, Financial Planning, Investments, Insurance, Mutual Funds, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Banking, Risk Management

Education
Boston University   2008 — 2010
CFP

Christopher Stiman Christopher Stiman Lewiston/Auburn, Maine Area Details
Christopher Stiman's CCO Investment Services Corp Experience January 2004 - November 2007
Job Office Manager at Stiman Steel
Industry Transportation/Trucking/Railroad
Experience
Stiman Steel   November 2007 - Present
CCO Investment Services Corp   January 2004 - November 2007
Citizens Bank  June 2000 - January 2004
Citizens Bank  August 1998 - June 2000
Citizens Bank  October 1997 - August 1998

Education
Plymouth State University   1991 — 1995
Bachelors Degree, Business Management; Finance emphasis

Joseph Caggiano III, CRPC, CLTC Joseph Caggiano III, CRPC, CLTC Providence, Rhode Island Area Details
Joseph Caggiano III, CRPC, CLTC's CCO Investment Services Corp Experience June 2006 - June 2007
Job Investment Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  July 2014 - Present
John Hancock Financial Services  January 2013 - July 2014
John Hancock Mutual Funds  June 2007 - January 2013
CCO Investment Services Corp.  June 2006 - June 2007
Bancnorth Investment Group  May 2005 - June 2006

Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Strategic Financial..., Finance, Series 63, CRM, Series 6

Education
Southern New Hampshire University

Gregory Abram Gregory Abram Boston, Massachusetts Details
Gregory Abram's CCO Investment Services Corp Experience January 2002 - August 2005
Job Senior Compliance Advisor at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2014 - Present
Massachusetts Securities Division  February 2010 - May 2014
NASDAQ OMX  November 2008 - February 2010
CCO Investment Services Corp   January 2002 - August 2005

Skills
Policy, Compliance, Securities, Hedge Funds, Investment Advisory, Investigations, Securities Regulation, Securities Law

Education
Northeastern University School of Law   2005 — 2008
J.D., Law

Nancy Madsen Nancy Madsen Taunton, Massachusetts Details
Nancy Madsen's CCO Investment Services Corp Experience August 2005 - March 2015
Job Unemployed
Industry
Experience
CCO INVESTMENT SERVICES CORP.  August 2005 - March 2015

Education
University of Missouri-Kansas City   1986 — 1988
Bachelor’s Degree, Theatre/Theater

Metropolitan Community College-Penn Valley   1984 — 1986
Associate’s Degree