CCO Investments

Description

Located in: Legacy PlaceAddress: 770 Legacy Pl, Dedham, MA 02026 Phone: (800) 942-8300: Category: : : : : Website: Hours: Place name: : Website: https://www.citizensbank.com/investing/ Category: Investment service 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. · Own this business?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 Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Citizens Securities, Inc Posting publicly on the Web Write a review Reviews 1 Google review

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CCO Investments Employees

Employee
Years
Job
Industry
Paul Nicholls Jr. Paul Nicholls Jr. Greater Boston Area Details
Paul Nicholls Jr.'s CCO Investments Experience January 2005 - March 2011
Job Mass Mutual Southern New England, Head Lacrosse Coach Plymouth North High School Member Vet Net Plymouth
Industry Financial Services
Experience
Mass Mutual Southern New England   July 2013 - Present
Vet Net Plymouth  October 2012 - Present
Investment Professionals, Inc.   2011 - 2012
Plymouth North High School  2010 - 2012
cco investments   January 2005 - March 2011
A. G. Edwards   2000 - 2005
Morgan Stanley  1996 - 2000
Marshfield High School  1993 - 1996

Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development

Education
Nichols College   1980 — 1984
BS, Public Administration

BRIAN NOYES BRIAN NOYES Greater Boston Area Details
BRIAN NOYES's CCO Investments Experience 2001 - 2005
Job Registered Support Associate at Ameriprise Financial
Industry Financial Services
Experience
PYH   2013 - Present
Ameriprise Financial  April 2010 - Present
Allison Financial Group   2008 - 2009
Smith Barney  August 2006 - March 2008
Morgan Stanley  May 2007 - October 2007
New England Financial  2005 - 2006
CCO Investments   2001 - 2005
Prudential Financial  1998 - 1999

Skills
Investments, Risk Management, Alternative Investments, Asset Allocation, Financial Services, Series 24, Relationship Management, Financial Planners, Uniform Combined State..., Life Insurance, Long-term Care, Disability Insurance

Education
Kaplan University   2002 — 2004
Bus Mgt, Business

Newbury College   1996 — 1998
Marketing, Business

Bridgewater State College   1995 — 1996
Bus Mgt

Boston Latin School   1989 — 1995

Wayne Sellar, CPA,CFP, PFS Wayne Sellar, CPA,CFP, PFS Rancho Mirage, California Details
Wayne Sellar, CPA,CFP, PFS's CCO Investments Experience October 2006 - June 2010
Job Financial Advisor at CUSO Financial Services, LP
Industry Investment Banking
Experience
CUSO Financial Services, LP  August 2015 - Present
Bank of America  June 2011 - July 2015
CCO Investments   October 2006 - June 2010
Banc of America Investment Services  January 2000 - January 2006
World Savings and Loan  January 1999 - January 2000
Merrill Lynch  January 1998 - January 1999

Skills
Banking, Mutual Funds, Series 7, Finance, Investments

Education
Endicott College   2010 — 2010
MBA, progress

Plymouth State College   1981 — 1985
BS, Accounting; Accounting

Todd Beati, CRPC Todd Beati, CRPC Boston, Massachusetts Details
Todd Beati, CRPC's CCO Investments Experience February 2013 - February 2015
Job Financial Advisor at Balance Wealth Advisors Franchise of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Balance Wealth Advisors - Franchise of Ameriprise Financial Services, Inc.   May 2015 - Present
CCO Investments   February 2013 - February 2015
Merrill Lynch  May 2010 - November 2012
Morgan Stanley Smith Barney  January 2008 - May 2010
Beati Associates   January 1997 - January 2008

Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Asset Allocation, Series 63, 401k Rollovers, Mutual Funds, Retirement, Investments, Series 65, Strategic Financial..., Investment Strategies, IRAs, Alternative Investments, Financial Advisory, Estate Planning, Fixed Annuities, Securities, Financial Planning, Finance

Education
Trinity College-Hartford   1979 — 1983
Bachelor of Science (BS), Biology

Lowell High School   1976 — 1979

Edward Lawrence Edward Lawrence Providence, Rhode Island Area Details
Edward Lawrence's CCO Investments Experience May 2009 - January 2011
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

Joanna Bednark Joanna Bednark Falmouth, Massachusetts Details
Joanna Bednark's CCO Investments Experience October 2008 - April 2012
Job Assistant Branch Manager at Bank of cape Cod
Industry Banking
Experience
Bank of cape Cod  April 2012 - Present
CCO Investments   October 2008 - April 2012
Citizens Bank  January 2006 - April 2012

Education
Coastal Carolina University

Rachele Sicoli Fiore Rachele Sicoli Fiore Montreal, Canada Area Details
Rachele Sicoli Fiore's CCO Investments Experience 2000 - 2003
Job Freelance Graphic & Web Designer
Industry Online Media
Experience
Self Employed  September 2007 - Present
Self-Employed  September 2007 - Present
Studio Codency   December 2006 - September 2007
Meridian Marketing Group   2003 - 2006
CCO Investments   2000 - 2003
Equilibre Communications Inc   1999 - 2000

Skills
Social Media Marketing, Social Media, Facebook, Graphic Design, Sales Management, Copywriting, SEO, Invitations & Event..., Web Design, Project Management, Newsletters, Event Management, Marketing, Logo Design, Event Planning, Advertising, Online Marketing, Management

Education
International Academy of Design   1999 — 2000
AEC, Multimedia

Edward Anguish Edward Anguish Greater Boston Area Details
Edward Anguish's CCO Investments Experience December 2003 - Present
Job AVP at CCO Investments
Industry Financial Services
Experience
CCO Investments   December 2003 - Present
Citizens Investment Services  2003 - Present
JH Networking Insurance Agency   1993 - 2002

Education
D'Amore-McKim School of Business at Northeastern University   1980 — 1983
MBA

Canisius College   1970 — 1974

Canisius College   1967 — 1971

Oneida High School   1965 — 1967

Oneida High School   1965 — 1967

Michael Pall Michael Pall Greater Chicago Area Details
Michael Pall's CCO Investments Experience March 2007 - September 2008
Job Agency Manager at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group  August 2014 - Present
Fifth Third Insurance   January 2013 - July 2014
David A. Noyes & Co.   September 2008 - June 2012
CCO Investments   March 2007 - September 2008
LaSalle Financial Services  March 2000 - January 2007

Skills
Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 63, Series 65, Insurance

Education
Northern Illinois University   1977 — 1982
Bachelor of Science (B.S.), Advertising

Pam Prior Pam Prior Greater New York City Area Details
Pam Prior's CCO Investments Experience 2001 - 2003
Job Licensed Cosmetologist
Industry Consumer Services
Experience
Independent  May 2013 - Present
Home  March 2006 - Present
Tru Salon + Spa   November 2013 - July 2014
Soma Intimates  2008 - 2012
Brigham and Women's Hospital  2005 - 2006
Commonwealth Hematology Oncology  2003 - 2005
CCO investments   2001 - 2003
John Hancock Financial Services  1996 - 1999

Skills
Microsoft Office, Team Leadership, Strategic Communications, Hair Care, Internal Audit, Makeup Artistry, Microsoft Word, PowerPoint, Styling, Public Speaking, Beauty Industry, Microsoft Excel, Social Media, Data Entry, Fashion Shows, Waxing, Makeovers, Skin Care, Stylists, Customer Service, Event Planning, Training, Retail, Social Networking

Education
The Salon Professional Academy-New Jersey   2012 — 2013
Cosmetology, Cosmetology/Cosmetologist, General

Bentley University   1995 — 1997

Raritan Valley Community College

Greg Vallee Greg Vallee Greater Boston Area Details
Greg Vallee's CCO Investments Experience April 2011 - Present
Job Vice President at CCO Investments
Industry Investment Management
Experience
CCO Investments   April 2011 - Present
Waddell & Reed  September 2009 - April 2011
Ameriprise Financial  September 2007 - June 2009
Ameriprise Financial Services, Inc.   September 2004 - September 2007
Ameriprise Financial Services, Inc.   December 2002 - September 2004
Massachusetts Army National Guard  1994 - 2001

Skills
Leadership, Social Networking, Retirement Planning, Strategic Financial..., Management, Series 7, Investments, Insurance, Financial Planning

Education
Massachusetts College of Liberal Arts   1995 — 1999

Francis Freeman Francis Freeman Greater Philadelphia Area Details
Francis Freeman's CCO Investments Experience August 2001 - Present
Job Financial Consultant at CCO Investments
Industry Financial Services
Experience
CCO Investments   August 2001 - Present

Education
Villanova University   1977 — 1980
BS, Accounting

John Carroll University   1976 — 1977

Charlene Fuoco Charlene Fuoco Greater Boston Area Details
Charlene Fuoco's CCO Investments Experience December 2004 - June 2009
Job Massage Therapist at Marshfield
Industry Health, Wellness and Fitness
Experience
Marshfield   Office AdministratorRevenue Solutions, Inc.June 2009 - March 2010
CCO Investments   December 2004 - June 2009

Skills
Database Administration, Visio, Database Admin, Onboarding, Microsoft Office, Microsoft Excel, Applicant Tracking..., Databases, Employee Relations, Projects, Administrative..., Outlook, Trigger Point Therapy

Education
Spa Tech Institute-Plymouth   2011 — 2012
Massage Therapy/Therapeutic Massage

Joseph Falconeiri Joseph Falconeiri Greater Boston Area Details
Joseph Falconeiri's CCO Investments Experience March 2011 - Present
Job Senior Financial Consultant at CCO Investments
Industry Investment Management
Experience
CCO Investments   March 2011 - Present
Sovereign/Santandar Investments   2007 - 2011
The Commonwealth Financial Group   2003 - 2007
Pioneer Investments  January 2001 - January 2002

Education
Montana State University-Bozeman   1994 — 1999
BS

Anthony Feisthamel Anthony Feisthamel Charlestown, Rhode Island Details
Anthony Feisthamel's CCO Investments Experience April 2003 - Present
Job at
Industry Investment Management
Experience
Citizens Securities, Inc.   November 2014 - Present
CCO Investments   April 2003 - Present

Skills
Series 7, 63 and 24., Call Centers

Education
Providence College