CCO Investment Services Corp
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CCO Investment Services Corp Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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