Centinel Financial Group, LLC
Description
Address: 160 Gould St #212, Needham Heights, MA 02494 Phone: (781) 446-5000Category: : : Website: Place name: : Hours: : : : Website: http://www.centinelfinancialgroup.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.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 Centinel Financial Group, LLC. Posting publicly on the Web Write a review Reviews 1 Google review
Centinel Financial Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Centinel Financial Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Centinel Financial Group, LLC Salaries. You can even request information on how much does Centinel Financial Group, LLC pay if you want to. Learn about salaries, pros and cons of working for Centinel Financial Group, LLC 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!
65 Centinel Financial Group, LLC employees in database. Find out everything there's to know about Centinel Financial Group, LLC 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.
Centinel Financial Group, LLC Employees
Employee
Years
Job
Industry
Erin Sherman Erin Sherman's Centinel Financial Group, LLC Experience November 2013 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC November 2013 - Present
Centinel Financial Group, LLC April 2012 - October 2013
Barry L. Price Rehabilitation Center 2009 - 2011
Education
Bates College 2004 — 2008
Centinel Financial Group, LLC November 2013 - Present
Centinel Financial Group, LLC April 2012 - October 2013
Barry L. Price Rehabilitation Center 2009 - 2011
Education
Bates College 2004 — 2008
Mark Wagoner Mark Wagoner's Centinel Financial Group, LLC Experience June 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Centinel Financial Group, LLC June 2013 - Present
ESPN June 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor's degree, Corporate Finance and Accounting
Centinel Financial Group, LLC June 2013 - Present
ESPN June 2012 - August 2012
Kelmar Associates May 2011 - August 2011
Education
Bentley University 2009 — 2013
Bachelor's degree, Corporate Finance and Accounting
Mark R. Bossey, CFP® Mark R. Bossey, CFP®'s Centinel Financial Group, LLC Experience March 2009 - March 2012
Job Founding Partner at BostonPremier Wealth, LLC
Industry Financial Services
Experience
BostonPremier Wealth, LLC March 2012 - Present
Centinel Financial Group, LLC March 2009 - March 2012
Securitas Financial Group, LLC January 2007 - March 2009
Boston South Financial Group June 1997 - May 2006
Skills
Investments, Investment Advisory, Estate Planning, Asset Allocation, Securities, Financial Services, Retirement Planning, Mutual Funds, Disability Insurance, Strategic Financial..., Insurance, Asset Managment, Sales, Retirement, Series 63, Strategic Planning, Series 7, Risk Management
Education
Stonehill College 1993 — 1997
BA in Business, Accounting
Hull High School 1989 — 1993
BostonPremier Wealth, LLC March 2012 - Present
Centinel Financial Group, LLC March 2009 - March 2012
Securitas Financial Group, LLC January 2007 - March 2009
Boston South Financial Group June 1997 - May 2006
Skills
Investments, Investment Advisory, Estate Planning, Asset Allocation, Securities, Financial Services, Retirement Planning, Mutual Funds, Disability Insurance, Strategic Financial..., Insurance, Asset Managment, Sales, Retirement, Series 63, Strategic Planning, Series 7, Risk Management
Education
Stonehill College 1993 — 1997
BA in Business, Accounting
Hull High School 1989 — 1993
Beth Griffin Beth Griffin's Centinel Financial Group, LLC Experience 2013 - Present
Job Executive Assistant at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 2013 - Present
Education
Bunker Hill Community College
Weymouth North High School
Centinel Financial Group, LLC 2013 - Present
Education
Bunker Hill Community College
Weymouth North High School
George (Skip) Saideh, ChFC's Centinel Financial Group, LLC Experience October 1982 - Present
Job Financial Advisor at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC October 1982 - Present
Education
Framingham State University 1977 — 1982
Bachelor's degree, Political Science/Economics
Centinel Financial Group, LLC October 1982 - Present
Education
Framingham State University 1977 — 1982
Bachelor's degree, Political Science/Economics
Dana Hardy, Jr., LUTCF Dana Hardy, Jr., LUTCF's Centinel Financial Group, LLC Experience August 1972 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC August 1972 - Present
Education
Colorado State University 1967 — 1971
Bachelor's Degree
Centinel Financial Group, LLC August 1972 - Present
Education
Colorado State University 1967 — 1971
Bachelor's Degree
Roger Hill's Centinel Financial Group, LLC Experience September 1993 - June 2010
Job Enrolled Agent/Tax Preparer at Colonna Financial Services, Inc.
Industry Accounting
Experience
Colonna Financial Services, Inc. December 2011 - Present
Baystate Financial Services July 2010 - December 2011
Centinel Financial Group, LLC September 1993 - June 2010
New England Financial, A MetLife Company 2002 - 2003
Baring Asset Management 2001 - 2002
Skills
FINRA Registered Series..., Corporate and..., Corporate Accounting, Auditing, Corporate Finance, Income Tax, Sales Tax, State Tax, Financial Planning, Finance, Financial Analysis, Preparation, Mutual Funds
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance, General, 3.55
Colonna Financial Services, Inc. December 2011 - Present
Baystate Financial Services July 2010 - December 2011
Centinel Financial Group, LLC September 1993 - June 2010
New England Financial, A MetLife Company 2002 - 2003
Baring Asset Management 2001 - 2002
Skills
FINRA Registered Series..., Corporate and..., Corporate Accounting, Auditing, Corporate Finance, Income Tax, Sales Tax, State Tax, Financial Planning, Finance, Financial Analysis, Preparation, Mutual Funds
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance, General, 3.55
Eileen O'Malley Holloman's Centinel Financial Group, LLC Experience April 2011 - Present
Job Client Services Coordinator
Industry Financial Services
Experience
Centinel Financial Group, LLC April 2011 - Present
Education
Southern Vermont College 1988 — 1990
Bachelor of Science, Resort Management/Business
Hudson Valley Community College 1985 — 1987
Liberal Arts, Liberal Arts
Centinel Financial Group, LLC April 2011 - Present
Education
Southern Vermont College 1988 — 1990
Bachelor of Science, Resort Management/Business
Hudson Valley Community College 1985 — 1987
Liberal Arts, Liberal Arts
Paul E. Saccardo, LUTCF Paul E. Saccardo, LUTCF's Centinel Financial Group, LLC Experience June 2006 - February 2010
Job Financial Advisor
Industry Financial Services
Experience
Mutual of Omaha April 2011 - Present
Centinel Financial Group, LLC June 2006 - February 2010
Smart Options Insurance Group September 2005 - June 2007
Skills
Customer Negotiations, Customer Relations, Direct Marketing, Investments, Employee Benefits, Succession Planning, Retirement, Insurance, Buy-sell Agreements, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Retirement Planning, Estate Planning, Strategic Financial..., Term Life Insurance, Critical Illness, Mutual Funds, Wealth Management, Financial Advisory, Investment Advisory, Small Business, Financial Services, Life Insurance
Education
Northeastern University 1976 — 1978
BS, Public safety, 3,2
Northern Essex
AS Business, 3.5
Mutual of Omaha April 2011 - Present
Centinel Financial Group, LLC June 2006 - February 2010
Smart Options Insurance Group September 2005 - June 2007
Skills
Customer Negotiations, Customer Relations, Direct Marketing, Investments, Employee Benefits, Succession Planning, Retirement, Insurance, Buy-sell Agreements, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Retirement Planning, Estate Planning, Strategic Financial..., Term Life Insurance, Critical Illness, Mutual Funds, Wealth Management, Financial Advisory, Investment Advisory, Small Business, Financial Services, Life Insurance
Education
Northeastern University 1976 — 1978
BS, Public safety, 3,2
Northern Essex
AS Business, 3.5
Cory Norbutus Cory Norbutus's Centinel Financial Group, LLC Experience July 2011 - December 2012
Job Internal Wholesaler at CNL Securities
Industry Financial Services
Experience
CNL Securities Corp. August 2015 - Present
Commonwealth Financial Network December 2014 - July 2015
Commonwealth Financial Network December 2012 - December 2014
Centinel Financial Group, LLC July 2011 - December 2012
Colonial Life January 2010 - June 2011
Farmers Insurance October 2009 - January 2010
Town Sports International July 2006 - September 2009
Fitcorp June 2005 - July 2006
Fitcorp June 2004 - June 2005
Skills
Fitness, Wellness, Personal Training, Customer Service, Sales, Employee Benefits, Teaching, Wellness Coaching, Sports, Nutrition, Insurance, Coaching, Strength Training, Marketing, Public Speaking, Fitness Training, Corporations, Social Networking
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Exercise Science
CNL Securities Corp. August 2015 - Present
Commonwealth Financial Network December 2014 - July 2015
Commonwealth Financial Network December 2012 - December 2014
Centinel Financial Group, LLC July 2011 - December 2012
Colonial Life January 2010 - June 2011
Farmers Insurance October 2009 - January 2010
Town Sports International July 2006 - September 2009
Fitcorp June 2005 - July 2006
Fitcorp June 2004 - June 2005
Skills
Fitness, Wellness, Personal Training, Customer Service, Sales, Employee Benefits, Teaching, Wellness Coaching, Sports, Nutrition, Insurance, Coaching, Strength Training, Marketing, Public Speaking, Fitness Training, Corporations, Social Networking
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Exercise Science
Stuart Armstrong, CFP®, CLU®, ChFC, CLTC, ADPA® Stuart Armstrong, CFP®, CLU®, ChFC, CLTC, ADPA®'s Centinel Financial Group, LLC Experience January 1986 - Present
Job Financial Planner at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC January 1986 - Present
Signator Investors, Inc. 1986 - 2014
Education
Allegheny College 1977 — 1981
Bachelor of Science, Biology, General
Centinel Financial Group, LLC January 1986 - Present
Signator Investors, Inc. 1986 - 2014
Education
Allegheny College 1977 — 1981
Bachelor of Science, Biology, General
Eileen F. Holzman, ChFC®, CLTC Eileen F. Holzman, ChFC®, CLTC's Centinel Financial Group, LLC Experience 1990 - Present
Job Financial Advisor at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 1990 - Present
Education
Suffolk University - Sawyer School of Management 1985 — 1988
MBA, Finance
Bridgewater State College 1975 — 1977
Bachelor of Science, Elementary Education
The American College
ChFC Designation
Centinel Financial Group, LLC 1990 - Present
Education
Suffolk University - Sawyer School of Management 1985 — 1988
MBA, Finance
Bridgewater State College 1975 — 1977
Bachelor of Science, Elementary Education
The American College
ChFC Designation
Sean G Doherty, RICP, LUTCF Sean G Doherty, RICP, LUTCF's Centinel Financial Group, LLC Experience April 1990 - Present
Job Financial Advisor at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC April 1990 - Present
Education
American College 2012 — 2014
RICP
The American College 1990 — 1994
LUTCF
Centinel Financial Group, LLC April 1990 - Present
Education
American College 2012 — 2014
RICP
The American College 1990 — 1994
LUTCF
Tiffany (Flanagan) Markarian Tiffany (Flanagan) Markarian's Centinel Financial Group, LLC Experience January 2008 - December 2014
Job Marketing Strategist and Director of Consulting
Industry Management Consulting
Experience
Advantus Marketing February 2014 - Present
Weylman Consulting Group February 2014 - Present
Advantus Marketing 2014 - 2015
Advantus Marketing 2014 - 2015
Centinel Financial Group, LLC January 2008 - December 2014
Signator Investors, Inc. 2005 - 2008
New England Financial, A MetLife Company November 1997 - June 2005
Allmerica Financial July 1995 - November 1997
Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership
Education
Bryant University 1991 — 1995
Bachelor of Science, Marketing
Advantus Marketing February 2014 - Present
Weylman Consulting Group February 2014 - Present
Advantus Marketing 2014 - 2015
Advantus Marketing 2014 - 2015
Centinel Financial Group, LLC January 2008 - December 2014
Signator Investors, Inc. 2005 - 2008
New England Financial, A MetLife Company November 1997 - June 2005
Allmerica Financial July 1995 - November 1997
Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership
Education
Bryant University 1991 — 1995
Bachelor of Science, Marketing
Philip Drouin, CLU®, LUTCF Philip Drouin, CLU®, LUTCF's Centinel Financial Group, LLC Experience 1984 - Present
Job Investment Adviser Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 1984 - Present
Education
Quincy College 1977 — 1981
Centinel Financial Group, LLC 1984 - Present
Education
Quincy College 1977 — 1981
Christine Stewart Christine Stewart's Centinel Financial Group, LLC Experience September 2009 - May 2010
Job WW Analytics, ISV Partner Development Manager at IBM
Industry Information Technology and Services
Experience
IBM May 2014 - Present
IBM July 2012 - May 2014
IBM July 2010 - July 2012
Stonehill College January 2010 - May 2010
Centinel Financial Group, LLC September 2009 - May 2010
Danbury Hospital May 2009 - August 2009
Stonehill College June 2008 - August 2008
Skills
Event Planning, Sales Operations, Training, Sales, Social Media, Account Management, Sales Management, Project Management, Public Relations, Microsoft Office, Social Networking, Customer Service, Analytics, Cross-functional Team..., Strategic Planning, Client Presentation, Proposal Writing, Teamwork, Negotiation, PowerPoint, Microsoft Excel, Contract Negotiation, Writing, Word, Excel, Planning, Database Administration, Marketing Communications, Corporate Branding, Client Liaison, Client Relations Skills, Business Analytics, Microsoft Word
Education
University of Connecticut
Stonehill College 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Communications
Lorenzo De Medici University 2008 — 2008
IBM May 2014 - Present
IBM July 2012 - May 2014
IBM July 2010 - July 2012
Stonehill College January 2010 - May 2010
Centinel Financial Group, LLC September 2009 - May 2010
Danbury Hospital May 2009 - August 2009
Stonehill College June 2008 - August 2008
Skills
Event Planning, Sales Operations, Training, Sales, Social Media, Account Management, Sales Management, Project Management, Public Relations, Microsoft Office, Social Networking, Customer Service, Analytics, Cross-functional Team..., Strategic Planning, Client Presentation, Proposal Writing, Teamwork, Negotiation, PowerPoint, Microsoft Excel, Contract Negotiation, Writing, Word, Excel, Planning, Database Administration, Marketing Communications, Corporate Branding, Client Liaison, Client Relations Skills, Business Analytics, Microsoft Word
Education
University of Connecticut
Stonehill College 2006 — 2010
Bachelor of Science in Business Administration, Marketing, Communications
Lorenzo De Medici University 2008 — 2008
Robert Vona's Centinel Financial Group, LLC Experience May 2013 - Present
Job Financial Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC May 2013 - Present
Changing Times Financial 1988 - May 2013
Banc of America Investments 2003 - 2007
Stone Street Financial January 1999 - February 2003
Viaticus/CNA August 1997 - February 1999
AIG September 1993 - December 1997
New York Life Insurance Company 1989 - 1994
Education
Bentley University 2011 — 2012
Enrolled Masters, Financial Planning and Taxation
Bentley University 1978 — 1980
BS, Management
Newton North High School 1972 — 1975
Diploma, College Core
Centinel Financial Group, LLC May 2013 - Present
Changing Times Financial 1988 - May 2013
Banc of America Investments 2003 - 2007
Stone Street Financial January 1999 - February 2003
Viaticus/CNA August 1997 - February 1999
AIG September 1993 - December 1997
New York Life Insurance Company 1989 - 1994
Education
Bentley University 2011 — 2012
Enrolled Masters, Financial Planning and Taxation
Bentley University 1978 — 1980
BS, Management
Newton North High School 1972 — 1975
Diploma, College Core
Jeff Pascale Jeff Pascale's Centinel Financial Group, LLC Experience May 2013 - July 2013
Job Broker Client Service Specialist at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. January 2014 - Present
Centinel Financial Group, LLC May 2013 - July 2013
GTECH May 2012 - January 2013
Shore's Market March 2007 - January 2013
GameStop October 2010 - March 2011
Resnick and Caffrey Law Offices June 2006 - August 2006
Skills
Organizational..., Customer Experience, Customer Loyalty, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Outlook, Access, Microsoft Office, Social Media, Teamwork, Facebook, Leadership, Team Leadership, Data Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science, Business Administration, Finance Concentration
Bishop Hendricken High School 2005 — 2009
Citizens Financial Group, Inc. January 2014 - Present
Centinel Financial Group, LLC May 2013 - July 2013
GTECH May 2012 - January 2013
Shore's Market March 2007 - January 2013
GameStop October 2010 - March 2011
Resnick and Caffrey Law Offices June 2006 - August 2006
Skills
Organizational..., Customer Experience, Customer Loyalty, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Outlook, Access, Microsoft Office, Social Media, Teamwork, Facebook, Leadership, Team Leadership, Data Analysis
Education
Bryant University 2009 — 2013
Bachelor of Science, Business Administration, Finance Concentration
Bishop Hendricken High School 2005 — 2009
William Lippincott William Lippincott's Centinel Financial Group, LLC Experience December 2012 - October 2014
Job Financial Planner at Prudential Financial
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ November 2014 - Present
Lippincott Consulting September 2014 - Present
Centinel Financial Group, LLC December 2012 - October 2014
Merrill Lynch November 2010 - December 2012
Equity Services November 2005 - November 2010
American Express Financial Advisors May 2004 - October 2005
Smart Energy 2002 - 2003
US PowerSolutions 2001 - 2002
NSTAR 1990 - 2000
GE Capital January 1978 - December 1989
Skills
Management, Finance, Strategic Planning, Small Business, Team Building, Leadership, Customer Service, Public Speaking, Financial Planning
Education
Lebanon Valley College 1972 — 1976
BS, Economics/Business Administration
The Prudential Insurance Company of America, Newark, NJ November 2014 - Present
Lippincott Consulting September 2014 - Present
Centinel Financial Group, LLC December 2012 - October 2014
Merrill Lynch November 2010 - December 2012
Equity Services November 2005 - November 2010
American Express Financial Advisors May 2004 - October 2005
Smart Energy 2002 - 2003
US PowerSolutions 2001 - 2002
NSTAR 1990 - 2000
GE Capital January 1978 - December 1989
Skills
Management, Finance, Strategic Planning, Small Business, Team Building, Leadership, Customer Service, Public Speaking, Financial Planning
Education
Lebanon Valley College 1972 — 1976
BS, Economics/Business Administration
Benjamin Whitney's Centinel Financial Group, LLC Experience May 2013 - May 2014
Job Financial Analyst at Invaluable
Industry Computer Software
Experience
Invaluable January 2015 - Present
Nielsen June 2014 - December 2014
InsightSquared January 2014 - May 2014
Centinel Financial Group, LLC May 2013 - May 2014
Murray & MacDonald Insurance Services, Inc. 2012 - 2012
Skills
Microsoft Office, SAP, SPSS, Social Media, Training, Analysis, Microsoft Excel, Teamwork, Mutual Funds, Wealth Management, Fixed Annuities, Life Insurance, Marketing, Retirement Planning
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting, Law Minor
Holy Name Central Catholic High School 2007 — 2010
Invaluable January 2015 - Present
Nielsen June 2014 - December 2014
InsightSquared January 2014 - May 2014
Centinel Financial Group, LLC May 2013 - May 2014
Murray & MacDonald Insurance Services, Inc. 2012 - 2012
Skills
Microsoft Office, SAP, SPSS, Social Media, Training, Analysis, Microsoft Excel, Teamwork, Mutual Funds, Wealth Management, Fixed Annuities, Life Insurance, Marketing, Retirement Planning
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting, Law Minor
Holy Name Central Catholic High School 2007 — 2010
Daniel Miele, MBA Daniel Miele, MBA's Centinel Financial Group, LLC Experience July 2003 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC.
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Centinel Financial Group, LLC July 2003 - Present
State Street Corporation May 2001 - July 2003
Cutter Associates August 2000 - May 2001
Grantham, Mayo, Van Otterloo & Co., LLC. April 1995 - August 2000
Army National Guard November 1989 - November 1997
Investors Bank & Trust May 1993 - April 1995
Education
Boston University 1996 — 2000
MSA
Keene State College 1988 — 1992
BS
Anthony DiChiara's Centinel Financial Group, LLC Experience 2008 - Present
Job Financial Representative at Centinel Financial Group, LLC, Member of John Hancock Financial Network
Industry Financial Services
Experience
Centinel Financial Group, LLC 2008 - Present
Education
Bentley University 2004 — 2008
BS, Finance
Centinel Financial Group, LLC 2008 - Present
Education
Bentley University 2004 — 2008
BS, Finance
David Mastroianni's Centinel Financial Group, LLC Experience July 2010 - September 2012
Job Client Services Manager at Adviser Investments
Industry Financial Services
Experience
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Brian J. Quinn, CEBS, CFA Brian J. Quinn, CEBS, CFA's Centinel Financial Group, LLC Experience 2010 - Present
Job Director of Financial Services at Telamon Financial Group
Industry Financial Services
Experience
Centinel Financial Group, LLC 2010 - Present
Putnam Investments 2002 - 2009
Putnam Investments January 2000 - July 2002
Putnam Investments January 1999 - December 1999
Education
Colby College 1987 — 1991
King's College London, U. of London 1990 — 1990
Milton Academy 1983 — 1987
Diploma
Galvin Middle School
Centinel Financial Group, LLC 2010 - Present
Putnam Investments 2002 - 2009
Putnam Investments January 2000 - July 2002
Putnam Investments January 1999 - December 1999
Education
Colby College 1987 — 1991
King's College London, U. of London 1990 — 1990
Milton Academy 1983 — 1987
Diploma
Galvin Middle School
George A. Bernet, CFP®, CMFC®, CRPC®, CLTC George A. Bernet, CFP®, CMFC®, CRPC®, CLTC's Centinel Financial Group, LLC Experience April 1992 - Present
Job Financial Planner at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC April 1992 - Present
Matias Development September 1985 - March 1992
Prime Computer February 1980 - August 1985
Education
Northeastern University 1978 — 1980
MBA, Finance
Ramapo College of New Jersey 1974 — 1978
Economics & Accounting
Centinel Financial Group, LLC April 1992 - Present
Matias Development September 1985 - March 1992
Prime Computer February 1980 - August 1985
Education
Northeastern University 1978 — 1980
MBA, Finance
Ramapo College of New Jersey 1974 — 1978
Economics & Accounting
Jaime Burnett's Centinel Financial Group, LLC Experience June 2007 - February 2012
Job Senior Healthcare Account Manager at Oracle
Industry Information Technology and Services
Experience
Oracle February 2012 - Present
Centinel Financial Group, LLC June 2007 - February 2012
Skills
Solution Selling, Management, SaaS, Account Management, Salesforce.com, Sales Process, Sales, Enterprise Software, Direct Sales, Cloud Computing, Sales Operations, CRM
Education
Bentley College 2003 — 2007
Bachelor of Science (BS), Economics and Finance
South Burlington High School 2000 — 2003
Oracle February 2012 - Present
Centinel Financial Group, LLC June 2007 - February 2012
Skills
Solution Selling, Management, SaaS, Account Management, Salesforce.com, Sales Process, Sales, Enterprise Software, Direct Sales, Cloud Computing, Sales Operations, CRM
Education
Bentley College 2003 — 2007
Bachelor of Science (BS), Economics and Finance
South Burlington High School 2000 — 2003
Anthony Caliri Jr, MSF Anthony Caliri Jr, MSF's Centinel Financial Group, LLC Experience June 2009 - February 2010
Job Portfolio Risk Analyst at Rockland Trust
Industry Financial Services
Experience
Rockland Trust June 2014 - Present
Brookline Bank March 2013 - May 2014
State Street April 2011 - March 2013
State Street February 2010 - April 2011
Centinel Financial Group, LLC June 2009 - February 2010
New York Life Insurance Company September 2008 - April 2009
Skills
Mutual Funds, Portfolio Management, Investments, General Ledger, Securities, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Bloomberg, Credit Analysis, Risk Management, Fixed Income, Finance, Asset Managment, 401k, Microsoft Excel, Risk Analysis, Asset Management, Analysis, Financial Planning
Education
University of Massachusetts Boston 2011 — 2013
Master of Science in Finance, Finance
Bryant University 2005 — 2009
Bachelor of Sciene in Business Administration, Finance
Rockland Trust June 2014 - Present
Brookline Bank March 2013 - May 2014
State Street April 2011 - March 2013
State Street February 2010 - April 2011
Centinel Financial Group, LLC June 2009 - February 2010
New York Life Insurance Company September 2008 - April 2009
Skills
Mutual Funds, Portfolio Management, Investments, General Ledger, Securities, Asset Allocation, Financial Modeling, Financial Analysis, Strategic Financial..., Bloomberg, Credit Analysis, Risk Management, Fixed Income, Finance, Asset Managment, 401k, Microsoft Excel, Risk Analysis, Asset Management, Analysis, Financial Planning
Education
University of Massachusetts Boston 2011 — 2013
Master of Science in Finance, Finance
Bryant University 2005 — 2009
Bachelor of Sciene in Business Administration, Finance
Brenton A. Pitt Brenton A. Pitt's Centinel Financial Group, LLC Experience July 2007 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2007 - Present
Education
Bates College
Economics
The University of Queensland
Centinel Financial Group, LLC July 2007 - Present
Education
Bates College
Economics
The University of Queensland
Benjamin Styche Benjamin Styche's Centinel Financial Group, LLC Experience January 2010 - Present
Job Financial Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC January 2010 - Present
Education
Cape Cod Community College
Suffolk University
Centinel Financial Group, LLC January 2010 - Present
Education
Cape Cod Community College
Suffolk University
Adam Rudikoff, MBA, CLU®, ChFC®, CFP® Adam Rudikoff, MBA, CLU®, ChFC®, CFP®'s Centinel Financial Group, LLC Experience August 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Centinel Financial Group, LLC August 2007 - Present
Lighthouse Development 1999 - 2005
Education
The American College 2008 — 2011
CLU® / ChFC®, Risk Management / Investment Management
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Global Management
Clark University 1985 — 1989
BA, Studio Art, Philosophy
Centinel Financial Group, LLC August 2007 - Present
Lighthouse Development 1999 - 2005
Education
The American College 2008 — 2011
CLU® / ChFC®, Risk Management / Investment Management
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA, Global Management
Clark University 1985 — 1989
BA, Studio Art, Philosophy
Ruth Petty, MSFS, ChFC, CASL Ruth Petty, MSFS, ChFC, CASL's Centinel Financial Group, LLC Experience July 2007 - Present
Job Financial Advisor with Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2007 - Present
Society of Financial Service Professionals 1985 - 2013
HRMAG 2010 - 2012
Womens Bar Association 2001 - 2012
DHP Holding Co. June 2003 - December 2010
Baystate Financial, LLC May 2001 - July 2007
AXA/Equitable January 1982 - May 2001
Life Underwriter Training Council January 1985 - June 1995
Jefferson Pilot, Lincoln Financial January 1990 - January 1993
California Community College January 1978 - January 1980
Education
The American College 1985 — 2001
M.S, Management
The American College 1997 — 2000
M.S., Financial Services
California State University 1974 — 1978
M.A, Sociology
Wheaton College 1965 — 1969
B.A., Sociology
Grimsley Senior High School
Centinel Financial Group, LLC July 2007 - Present
Society of Financial Service Professionals 1985 - 2013
HRMAG 2010 - 2012
Womens Bar Association 2001 - 2012
DHP Holding Co. June 2003 - December 2010
Baystate Financial, LLC May 2001 - July 2007
AXA/Equitable January 1982 - May 2001
Life Underwriter Training Council January 1985 - June 1995
Jefferson Pilot, Lincoln Financial January 1990 - January 1993
California Community College January 1978 - January 1980
Education
The American College 1985 — 2001
M.S, Management
The American College 1997 — 2000
M.S., Financial Services
California State University 1974 — 1978
M.A, Sociology
Wheaton College 1965 — 1969
B.A., Sociology
Grimsley Senior High School
Deanna Coyle, CFA, MBA, CLTC's Centinel Financial Group, LLC Experience May 2009 - Present
Job Financial Consultant
Industry Financial Services
Experience
Centinel Financial Group, LLC May 2009 - Present
Bear Stearns 2000 - 2004
Standard & Poor's 1999 - 2000
First National Bank of Boston 1992 - 1995
Bank of New England 1989 - 1992
Federal Reserve Bank of Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA, Finance
Mount Holyoke College 1982 — 1986
BA, Economics, cum laude
Centinel Financial Group, LLC May 2009 - Present
Bear Stearns 2000 - 2004
Standard & Poor's 1999 - 2000
First National Bank of Boston 1992 - 1995
Bank of New England 1989 - 1992
Federal Reserve Bank of Boston 1986 - 1989
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA, Finance
Mount Holyoke College 1982 — 1986
BA, Economics, cum laude
Robert Basiri's Centinel Financial Group, LLC Experience July 2009 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC, Member of John Hancock Financial Network
Industry Financial Services
Experience
Centinel Financial Group, LLC July 2009 - Present
Education
Roger Williams University 2005 — 2009
Finance, Psychology
Gabelli School of Business
Financial Services
Centinel Financial Group, LLC July 2009 - Present
Education
Roger Williams University 2005 — 2009
Finance, Psychology
Gabelli School of Business
Financial Services
Casey Sullivan's Centinel Financial Group, LLC Experience June 2014 - Present
Job Operations Assistant at Centinel Financial Group, LLC
Industry Retail
Experience
Centinel Financial Group, LLC June 2014 - Present
Stuart Weitzman Holdings, LLC May 2013 - June 2014
New England Patriots March 2011 - May 2014
Nordstrom November 2009 - May 2013
Click Model Management February 2009 - May 2009
Education
Lasell College 2005 — 2009
Bachelor of Applied Science (BASc), Fashion and Retail Merchandising
Richmond, The American International University in Florence, Italy 2007 — 2007
International Fashion
Centinel Financial Group, LLC June 2014 - Present
Stuart Weitzman Holdings, LLC May 2013 - June 2014
New England Patriots March 2011 - May 2014
Nordstrom November 2009 - May 2013
Click Model Management February 2009 - May 2009
Education
Lasell College 2005 — 2009
Bachelor of Applied Science (BASc), Fashion and Retail Merchandising
Richmond, The American International University in Florence, Italy 2007 — 2007
International Fashion
Brenda Loan Baker, CPC, ELI-MP Brenda Loan Baker, CPC, ELI-MP's Centinel Financial Group, LLC Experience August 2007 - October 2014
Job Financial and Business Coach at Fire and Ice Coaching
Industry Health, Wellness and Fitness
Experience
Fire and Ice Coaching June 2013 - Present
Centinel Financial Group, LLC August 2007 - October 2014
On the Water Media Group February 2004 - August 2007
Cape Cod Free Clinic February 2003 - February 2004
Cape Cod Free Clinic February 2000 - February 2003
Riverview School March 1999 - February 2000
Skills
Public Speaking, Life Coaching, Executive Coaching, Executive Team Coaching, Building Relationships, Conflict Resolution, Motivational Speaking, Employee Training, Nonprofits, Fundraising, Finance, Event Planning, New Business Development, Research, Coaching, Social Networking, Customer Service, Social Media, Marketing, Strategic Planning, Event Management, Leadership, Social Media Marketing, Public Relations, Small Business
Education
iPEC 2013 — 2014
Certified Professional Coach (CPC), Energy Leadership Index™ Master Practioner (ELI-MP)., Energy Leadership Coaching
University of Massachusetts Lowell 1987 — 1991
Bachelor of Science (BS), Business/ Marketing
Fire and Ice Coaching June 2013 - Present
Centinel Financial Group, LLC August 2007 - October 2014
On the Water Media Group February 2004 - August 2007
Cape Cod Free Clinic February 2003 - February 2004
Cape Cod Free Clinic February 2000 - February 2003
Riverview School March 1999 - February 2000
Skills
Public Speaking, Life Coaching, Executive Coaching, Executive Team Coaching, Building Relationships, Conflict Resolution, Motivational Speaking, Employee Training, Nonprofits, Fundraising, Finance, Event Planning, New Business Development, Research, Coaching, Social Networking, Customer Service, Social Media, Marketing, Strategic Planning, Event Management, Leadership, Social Media Marketing, Public Relations, Small Business
Education
iPEC 2013 — 2014
Certified Professional Coach (CPC), Energy Leadership Index™ Master Practioner (ELI-MP)., Energy Leadership Coaching
University of Massachusetts Lowell 1987 — 1991
Bachelor of Science (BS), Business/ Marketing
Peter Sechoka, CLTC's Centinel Financial Group, LLC Experience May 2004 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC May 2004 - Present
Bentley University 2002 - 2004
Education
Bentley University 2001 — 2004
BS, Economics-Finance
Centinel Financial Group, LLC May 2004 - Present
Bentley University 2002 - 2004
Education
Bentley University 2001 — 2004
BS, Economics-Finance
Tracy Caldwell Tracy Caldwell's Centinel Financial Group, LLC Experience June 2013 - August 2013
Job Service Associate at Financial Foundations, Inc
Industry Financial Services
Experience
Byfield Cartway, LLC. May 2011 - June 2014
Centinel Financial Group, LLC June 2013 - August 2013
The Children's Program September 2012 - December 2012
The Brewster Scoop May 2011 - September 2012
Regional Multicultural Magnet School September 2011 - May 2012
Skills
Series 7, Financial Planning, Teamwork, NaviPlan, Morningstar, Time Management, Microsoft Excel, Financial Analysis, Research, Data Analysis, STATA, Spanish, Social Media, Corporate Education, Customer Service, Community Outreach, Photoshop, Adobe Illustrator, Finger Signing in..., Policy Analysis, Statistics, Policy Research, Microsoft Office, Client Presentation, Project Management, PowerPoint, Cheshire Wealth Manager
Education
Connecticut College 2010 — 2014
Bachelor of Arts (BA)
Westford Academy 2006 — 2010
Byfield Cartway, LLC. May 2011 - June 2014
Centinel Financial Group, LLC June 2013 - August 2013
The Children's Program September 2012 - December 2012
The Brewster Scoop May 2011 - September 2012
Regional Multicultural Magnet School September 2011 - May 2012
Skills
Series 7, Financial Planning, Teamwork, NaviPlan, Morningstar, Time Management, Microsoft Excel, Financial Analysis, Research, Data Analysis, STATA, Spanish, Social Media, Corporate Education, Customer Service, Community Outreach, Photoshop, Adobe Illustrator, Finger Signing in..., Policy Analysis, Statistics, Policy Research, Microsoft Office, Client Presentation, Project Management, PowerPoint, Cheshire Wealth Manager
Education
Connecticut College 2010 — 2014
Bachelor of Arts (BA)
Westford Academy 2006 — 2010
Graeme Connell's Centinel Financial Group, LLC Experience May 2007 - October 2008
Job Life Internal Wholesaler Team Lead at AXA US
Industry Financial Services
Experience
AXA US December 2014 - Present
AXA US March 2014 - Present
Ofori & Associates, REO November 2010 - March 2014
Centinel Financial Group, LLC May 2007 - October 2008
Ameriprise Financial Services, Inc. September 2004 - May 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Financial Services, Life Insurance, Investments, Financial Planning, Sales, Sales Management, Sales Presentations, Group Presentations, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Financial Markets, Investment Management, Finance, Mutual Funds, Portfolio Management
Education
Babson College 2003 — 2007
Bachelor's Degree, Business Administration - Finance Concentration
AXA US December 2014 - Present
AXA US March 2014 - Present
Ofori & Associates, REO November 2010 - March 2014
Centinel Financial Group, LLC May 2007 - October 2008
Ameriprise Financial Services, Inc. September 2004 - May 2007
Ameriprise Financial Services, Inc. June 2006 - August 2006
Skills
Financial Services, Life Insurance, Investments, Financial Planning, Sales, Sales Management, Sales Presentations, Group Presentations, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Financial Markets, Investment Management, Finance, Mutual Funds, Portfolio Management
Education
Babson College 2003 — 2007
Bachelor's Degree, Business Administration - Finance Concentration
Courtney A. Zanghi, CRPS, AIF®'s Centinel Financial Group, LLC Experience August 2011 - April 2012
Job Regional Vice President United Retirement Plan Consultants MidAtlantic/North Carolina
Industry Financial Services
Experience
United Retirement Plan Consultants March 2015 - Present
The Retirement Advantage June 2014 - March 2015
SMA Services Inc. May 2013 - June 2014
Next Financial June 2012 - May 2013
Centinel Financial Group, LLC August 2011 - April 2012
Ameritas April 2006 - March 2011
Travers, O'keefe May 2005 - April 2006
New York Life Insurance Company June 1999 - May 2005
Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning
Education
The College of Saint Rose 1993 — 1996
Biochemistry
Alfred State College - SUNY College of Technology 1992 — 1993
Biochemistry
College for Financial Planning
CRPS®,, Retriement Planning
Fi360
Accredited Investment Fiduciary, Fiduciary
The American College
Certified Retirement Plan Specialist, Qualified Pension Plans
United Retirement Plan Consultants March 2015 - Present
The Retirement Advantage June 2014 - March 2015
SMA Services Inc. May 2013 - June 2014
Next Financial June 2012 - May 2013
Centinel Financial Group, LLC August 2011 - April 2012
Ameritas April 2006 - March 2011
Travers, O'keefe May 2005 - April 2006
New York Life Insurance Company June 1999 - May 2005
Skills
401k, Accredited Investment..., ERISA, Defined Contribution, Cash Balance, Due Diligence, Investments, Pensions, Pension Administration, Performance Benchmarking, Investment Advisory, Plan Design, Defined Benefit, Fiduciary, Retirement, Retirement Planning, Series 63, Financial Advisory, Series 6, Investment Management, Wealth Management..., Qualified Retirement..., Profit Sharing, Retirement Plan..., Portfolio Management, Consulting, Strategic Planning, Mutual Funds, Asset Allocation, Fixed Annuities, Series 7, Wealth Management, Securities, Investment Strategies, Financial Services, Financial Planners, Asset Management, FINRA, Variable Annuities, Pension Funds, Wealth Accumulation, Separately Managed..., Savings, 401k Rollovers, Roth IRA, Financial Analysis, Estate Planning, Life Insurance, Financial Planning
Education
The College of Saint Rose 1993 — 1996
Biochemistry
Alfred State College - SUNY College of Technology 1992 — 1993
Biochemistry
College for Financial Planning
CRPS®,, Retriement Planning
Fi360
Accredited Investment Fiduciary, Fiduciary
The American College
Certified Retirement Plan Specialist, Qualified Pension Plans
Peter Troiano's Centinel Financial Group, LLC Experience September 2015 - Present
Job Operations Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC September 2015 - Present
GZA GeoEnvironmental, Inc. December 2014 - January 2015
Winchester DPW July 2010 - August 2013
Education
Norwich University 2011 — 2015
BS, Business Management; Financial Economics
Norwich University Corps of Cadets 2011 — 2015
Norwich University Varsity Lacrosse 2011 — 2015
Centinel Financial Group, LLC September 2015 - Present
GZA GeoEnvironmental, Inc. December 2014 - January 2015
Winchester DPW July 2010 - August 2013
Education
Norwich University 2011 — 2015
BS, Business Management; Financial Economics
Norwich University Corps of Cadets 2011 — 2015
Norwich University Varsity Lacrosse 2011 — 2015
Karyn O'Connor, CFP® Karyn O'Connor, CFP®'s Centinel Financial Group, LLC Experience January 1990 - August 2014
Job Director of Field Development at National Life Group
Industry Financial Services
Experience
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
National Life Group August 2014 - Present
Centinel Financial Group, LLC January 1990 - August 2014
John Hancock Financial Network January 1990 - March 2011
The MONY Group July 1982 - December 1989
Education
College for Financial Planning 1986 — 1989
CFP, Financial Planning
Mott Community College 1969 — 1971
Alexandra Bonvechio's Centinel Financial Group, LLC Experience February 2013 - August 2013
Job Financial Analyst
Industry Financial Services
Experience
RSA, The Security Division of EMC July 2015 - Present
Federal Home Loan Bank of Boston September 2013 - July 2015
Centinel Financial Group, LLC February 2013 - August 2013
Penn Mutual Life Insurance Company October 2011 - February 2013
Community National Bank May 2009 - August 2011
TD Bank Group August 2010 - December 2010
Education
Suffolk University
Master's degree, Finance, General
Suffolk University - Sawyer School of Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wentworth Institute of Technology 2009 — 2010
RSA, The Security Division of EMC July 2015 - Present
Federal Home Loan Bank of Boston September 2013 - July 2015
Centinel Financial Group, LLC February 2013 - August 2013
Penn Mutual Life Insurance Company October 2011 - February 2013
Community National Bank May 2009 - August 2011
TD Bank Group August 2010 - December 2010
Education
Suffolk University
Master's degree, Finance, General
Suffolk University - Sawyer School of Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Wentworth Institute of Technology 2009 — 2010
Adam Norris Adam Norris's Centinel Financial Group, LLC Experience July 2009 - February 2010
Job MBA Candidate
Industry Higher Education
Experience
Traub Capital Management May 2015 - August 2015
Epic June 2013 - May 2015
Epic July 2013 - September 2014
Epic July 2011 - June 2013
Epic March 2010 - July 2011
Centinel Financial Group, LLC July 2009 - February 2010
Apartment Rental Experts May 2007 - September 2009
Rhodes Associates May 2008 - August 2008
Skills
Market Research, Marketing, Sales, Real Estate, New Business Development, Customer Service, Leadership, Retirement Planning, Series 63, Retirement, Mutual Funds, Strategic Financial..., Insurance, Asset Allocation, Project Management, Budgets, Analysis, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2005 — 2009
Bachelor of Science, Economics, Human and Organizational Development, GPA of 3.4
Vanderbilt University 2005 — 2009
Bachelor of Science (B.S.), Economics, Humman & Organizational Development
Traub Capital Management May 2015 - August 2015
Epic June 2013 - May 2015
Epic July 2013 - September 2014
Epic July 2011 - June 2013
Epic March 2010 - July 2011
Centinel Financial Group, LLC July 2009 - February 2010
Apartment Rental Experts May 2007 - September 2009
Rhodes Associates May 2008 - August 2008
Skills
Market Research, Marketing, Sales, Real Estate, New Business Development, Customer Service, Leadership, Retirement Planning, Series 63, Retirement, Mutual Funds, Strategic Financial..., Insurance, Asset Allocation, Project Management, Budgets, Analysis, Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Vanderbilt University 2005 — 2009
Bachelor of Science, Economics, Human and Organizational Development, GPA of 3.4
Vanderbilt University 2005 — 2009
Bachelor of Science (B.S.), Economics, Humman & Organizational Development
Corey Menno's Centinel Financial Group, LLC Experience May 2013 - August 2013
Job Student at East Carolina University College of Business
Industry Financial Services
Experience
Centinel Financial Group, LLC May 2013 - August 2013
Walpole Country Club May 2009 - September 2012
Emerald Properties April 2006 - August 2012
Skills
Highly Proficient in..., Highly detail oriented, Dependable Team Player, Reliable, Motivated, Highly Organized &..., Goal-oriented..., Project Management
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Services
Centinel Financial Group, LLC May 2013 - August 2013
Walpole Country Club May 2009 - September 2012
Emerald Properties April 2006 - August 2012
Skills
Highly Proficient in..., Highly detail oriented, Dependable Team Player, Reliable, Motivated, Highly Organized &..., Goal-oriented..., Project Management
Education
East Carolina University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Financial Planning and Services
Amy Doherty Amy Doherty's Centinel Financial Group, LLC Experience 2008 - Present
Job Financial Advisor at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 2008 - Present
Alexander Associates 2006 - 2008
SSA Global 2004 - 2006
College Solutions Network 1999 - 2004
Cape Cod Academy 1992 - 1996
Education
Boston College 1985 — 1988
BA
Cornell University 1983 — 1985
Centinel Financial Group, LLC 2008 - Present
Alexander Associates 2006 - 2008
SSA Global 2004 - 2006
College Solutions Network 1999 - 2004
Cape Cod Academy 1992 - 1996
Education
Boston College 1985 — 1988
BA
Cornell University 1983 — 1985
Matthew Doucette's Centinel Financial Group, LLC Experience May 2006 - March 2010
Job Client Solutions Group at Natixis Global Asset Management
Industry Investment Banking
Experience
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
Natixis Global Asset Management June 2012 - Present
Natixis Global Asset Management March 2010 - June 2012
Centinel Financial Group, LLC May 2006 - March 2010
Coburn & Meredith, Inc. September 2006 - December 2006
Merrill Lynch September 2005 - December 2005
Skills
Asset Allocation, Fixed Income, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Financial Services, Financial Markets, Series 63, Securities
Education
Curry College 2002 — 2006
Finance and Entrepreneurship
Anthony Gigante's Centinel Financial Group, LLC Experience August 2007 - July 2008
Job Strategy Specialist Wealth Strategies Group at Eaton Vance
Industry Investment Management
Experience
Eaton Vance January 2014 - Present
Eaton Vance July 2009 - December 2013
John Hancock Financial Services July 2008 - April 2009
Centinel Financial Group, LLC August 2007 - July 2008
Putnam Investments September 2005 - August 2007
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Eaton Vance January 2014 - Present
Eaton Vance July 2009 - December 2013
John Hancock Financial Services July 2008 - April 2009
Centinel Financial Group, LLC August 2007 - July 2008
Putnam Investments September 2005 - August 2007
Education
Merrimack College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Beth Stadnicki Verhyen's Centinel Financial Group, LLC Experience November 2008 - March 2011
Job Operations Manager at Soul Lightening
Industry Nonprofit Organization Management
Experience
Centinel Financial Group, LLC November 2008 - March 2011
Skills
Marketing, Nonprofits, Social Networking, Event Planning, Customer Service, CRM, Sales, Social Media, Social Media Marketing, Marketing Communications, Event Management, Management, Community Outreach, Public Speaking, Advertising, Public Relations, PowerPoint, Volunteer Management, Facebook, Executive..., Microsoft Office, Exceptionally Organized, Employee Relations, Leadership, Constant Contact, Office Management, Microsoft Excel, Enthusiastic..., New Business Development, Administration, Press Releases, Customer Relations
Education
Regis College
Bachelor of Arts (BA)
Centinel Financial Group, LLC November 2008 - March 2011
Skills
Marketing, Nonprofits, Social Networking, Event Planning, Customer Service, CRM, Sales, Social Media, Social Media Marketing, Marketing Communications, Event Management, Management, Community Outreach, Public Speaking, Advertising, Public Relations, PowerPoint, Volunteer Management, Facebook, Executive..., Microsoft Office, Exceptionally Organized, Employee Relations, Leadership, Constant Contact, Office Management, Microsoft Excel, Enthusiastic..., New Business Development, Administration, Press Releases, Customer Relations
Education
Regis College
Bachelor of Arts (BA)
Joseph Bellantoni, MBA, LUTCF's Centinel Financial Group, LLC Experience November 1990 - Present
Job Investment Advisor Representative at Centinel Financial Group LLC
Industry Financial Services
Experience
Centinel Financial Group LLC November 1990 - Present
Shawmut Bank June 1980 - May 1989
Education
Iona College 1979 — 1981
MBA, Marketing
Iona College 1971 — 1975
BBA, Finance/Economics
Archbishop Stepinac High School 1962 — 1966
HS Diploma
Centinel Financial Group LLC November 1990 - Present
Shawmut Bank June 1980 - May 1989
Education
Iona College 1979 — 1981
MBA, Marketing
Iona College 1971 — 1975
BBA, Finance/Economics
Archbishop Stepinac High School 1962 — 1966
HS Diploma
James Rosenberg's Centinel Financial Group, LLC Experience May 2009 - September 2010
Job Customer Relationship Manager at Nordstrom
Industry Retail
Experience
Nordstrom August 2014 - Present
Nordstrom November 2010 - Present
Centinel Financial Group, LLC May 2009 - September 2010
Domino's Pizza 2003 - November 2008
JLR Management, Inc 1994 - 2003
Commonwealth Of Massachusetts 1991 - 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Employee Benefits, Small Business, Sales, Sales Management, Fashion, Merchandising, Team Building, Team Leadership, Project Planning, Coordinating Special..., Customer Outreach, Customer Satisfaction, Customer Service
Education
Babson College 1993 — 1994
MBA, Finance/Marketing
Tulane University 1984 — 1988
BSM, Finance, Marketing
Weston High School
Nordstrom August 2014 - Present
Nordstrom November 2010 - Present
Centinel Financial Group, LLC May 2009 - September 2010
Domino's Pizza 2003 - November 2008
JLR Management, Inc 1994 - 2003
Commonwealth Of Massachusetts 1991 - 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Employee Benefits, Small Business, Sales, Sales Management, Fashion, Merchandising, Team Building, Team Leadership, Project Planning, Coordinating Special..., Customer Outreach, Customer Satisfaction, Customer Service
Education
Babson College 1993 — 1994
MBA, Finance/Marketing
Tulane University 1984 — 1988
BSM, Finance, Marketing
Weston High School
James Keefe's Centinel Financial Group, LLC Experience June 2013 - April 2014
Job Chief Operating Officer & Wealth Manager at Balanced Rock Investment Advisors
Industry Financial Services
Experience
Balanced Rock Investment Advisors July 2014 - Present
Balanced Rock Investment Advisors May 2014 - July 2014
Centinel Financial Group, LLC June 2013 - April 2014
St. Sebastian's School August 2010 - August 2013
CB Richard Ellis September 2007 - August 2010
Keefe Disability Law September 2006 - August 2007
Skills
Financial Advisory, Community Outreach, Coaching, Time Management, Financial Services, Strategic Financial..., Retirement Plan..., 401k, Social Media, Event Planning, Marketing, Fundraising, Microsoft Office, Marketing Strategy, Sales, Research, Financial Planning, PowerPoint, Leadership, Public Relations, Customer Service
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), American Studies/Business Studies
Saint Sebastians 1997 — 2006
Balanced Rock Investment Advisors July 2014 - Present
Balanced Rock Investment Advisors May 2014 - July 2014
Centinel Financial Group, LLC June 2013 - April 2014
St. Sebastian's School August 2010 - August 2013
CB Richard Ellis September 2007 - August 2010
Keefe Disability Law September 2006 - August 2007
Skills
Financial Advisory, Community Outreach, Coaching, Time Management, Financial Services, Strategic Financial..., Retirement Plan..., 401k, Social Media, Event Planning, Marketing, Fundraising, Microsoft Office, Marketing Strategy, Sales, Research, Financial Planning, PowerPoint, Leadership, Public Relations, Customer Service
Education
Providence College 2002 — 2006
Bachelor of Arts (B.A.), American Studies/Business Studies
Saint Sebastians 1997 — 2006
Stacy George Varitimos Jr.'s Centinel Financial Group, LLC Experience February 2011 - February 2012
Job Client Service Associate at Massachusetts Bar Association
Industry Insurance
Experience
Massachusetts Bar Association March 2013 - December 2014
Centinel Financial Group, LLC February 2011 - February 2012
ABC Television July 2011 - October 2011
CBS Corporation February 2011 - April 2011
NBCUniversal, Inc. August 2010 - January 2011
Ruby Tuesday January 2008 - June 2009
John Hancock Financial Services June 2006 - June 2009
US-China Education and Culture Exchange July 2005 - August 2005
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Marketing, PowerPoint, Facebook, Microsoft Word, Social Media Marketing, Marketing Communications, Leadership, Public Speaking, Public Relations, CRM, Online Marketing, Budgets, Online Advertising, Press Releases, Blogging, Copywriting, Social Networking, Time Management
Education
Bridgewater State College 2006 — 2009
Bachelor of Science (B.S.), General Management and Marketing
Hawaii University 2007 — 2007
General Studies
Massasoit Community College 2003 — 2006
Associate of Science (A.S.), Business Administration
Massachusetts Bar Association March 2013 - December 2014
Centinel Financial Group, LLC February 2011 - February 2012
ABC Television July 2011 - October 2011
CBS Corporation February 2011 - April 2011
NBCUniversal, Inc. August 2010 - January 2011
Ruby Tuesday January 2008 - June 2009
John Hancock Financial Services June 2006 - June 2009
US-China Education and Culture Exchange July 2005 - August 2005
Skills
Social Media, Microsoft Office, Microsoft Excel, Customer Service, Marketing, PowerPoint, Facebook, Microsoft Word, Social Media Marketing, Marketing Communications, Leadership, Public Speaking, Public Relations, CRM, Online Marketing, Budgets, Online Advertising, Press Releases, Blogging, Copywriting, Social Networking, Time Management
Education
Bridgewater State College 2006 — 2009
Bachelor of Science (B.S.), General Management and Marketing
Hawaii University 2007 — 2007
General Studies
Massasoit Community College 2003 — 2006
Associate of Science (A.S.), Business Administration
Scott Holden's Centinel Financial Group, LLC Experience 1985 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 1985 - Present
Education
Hobart College 1980 — 1984
darien high school
dhs
Centinel Financial Group, LLC 1985 - Present
Education
Hobart College 1980 — 1984
darien high school
dhs
Courtney Dean's Centinel Financial Group, LLC Experience September 2009 - December 2009
Job Omni Associate Merchant Planner at Macy's
Industry Marketing and Advertising
Experience
Macy's November 2013 - Present
Macy's May 2012 - November 2013
Macys October 2010 - April 2012
Dorel Juvenile Group January 2010 - May 2010
Stonehill College September 2006 - May 2010
Centinel Financial Group, LLC September 2009 - December 2009
Francis W. Dean CPA June 2003 - August 2009
The Garden City Country Club January 2007 - January 2009
Two Dots Marketing 2009 - 2009
The Healthy Eatery February 2006 - August 2006
Skills
Marketing, Microsoft Office, Microsoft Excel, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Insitute of European Studies 2008 — 2008
Macy's November 2013 - Present
Macy's May 2012 - November 2013
Macys October 2010 - April 2012
Dorel Juvenile Group January 2010 - May 2010
Stonehill College September 2006 - May 2010
Centinel Financial Group, LLC September 2009 - December 2009
Francis W. Dean CPA June 2003 - August 2009
The Garden City Country Club January 2007 - January 2009
Two Dots Marketing 2009 - 2009
The Healthy Eatery February 2006 - August 2006
Skills
Marketing, Microsoft Office, Microsoft Excel, PowerPoint
Education
Stonehill College 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Insitute of European Studies 2008 — 2008
Casey Lyons's Centinel Financial Group, LLC Experience May 2010 - March 2011
Job Client Operations Analyst
Industry Financial Services
Experience
State Street August 2015 - Present
State Street August 2015 - Present
State Street February 2012 - July 2015
A-1-A Steel January 2005 - September 2012
Centinel Financial Group, LLC May 2010 - March 2011
Skills
Securities, Mutual Funds, Hedge Funds
Education
Bentley University 2005 — 2009
Bachelor's, Finance
State Street August 2015 - Present
State Street August 2015 - Present
State Street February 2012 - July 2015
A-1-A Steel January 2005 - September 2012
Centinel Financial Group, LLC May 2010 - March 2011
Skills
Securities, Mutual Funds, Hedge Funds
Education
Bentley University 2005 — 2009
Bachelor's, Finance
Jeff Bys's Centinel Financial Group, LLC Experience December 2008 - June 2010
Job Registered Representative at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company June 2010 - Present
Centinel Financial Group, LLC December 2008 - June 2010
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Investments, Portfolio Management, Annuities, Long Term Care, Disability Insurance, Retirement, Estate Planning, IRA's, Mutual Funds, Financial Planning, Series 7, Wealth Management, 401k, Insurance, Wealth Accumulation, Securities, Insurance Planning, Term Life Insurance, Asset Allocation, Pensions, Employee Benefits, Roth IRA, Health Insurance, Group Benefits, Charitable Giving, Retirement Income..., College Savings Plans, 529 Plans, 401k Rollovers, Equities, Trust Services, Financial Analysis, Wealth Transfer, Insurance Strategies, Personal Planning, Mortgage Protection, SEP
Education
Florida State University - College of Business 2003 — 2007
Finance and Real Estate
New York Life Insurance Company June 2010 - Present
Centinel Financial Group, LLC December 2008 - June 2010
Skills
Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Investments, Portfolio Management, Annuities, Long Term Care, Disability Insurance, Retirement, Estate Planning, IRA's, Mutual Funds, Financial Planning, Series 7, Wealth Management, 401k, Insurance, Wealth Accumulation, Securities, Insurance Planning, Term Life Insurance, Asset Allocation, Pensions, Employee Benefits, Roth IRA, Health Insurance, Group Benefits, Charitable Giving, Retirement Income..., College Savings Plans, 529 Plans, 401k Rollovers, Equities, Trust Services, Financial Analysis, Wealth Transfer, Insurance Strategies, Personal Planning, Mortgage Protection, SEP
Education
Florida State University - College of Business 2003 — 2007
Finance and Real Estate
Nathan DiDomenico's Centinel Financial Group, LLC Experience October 2007 - July 2008
Job ETF Product Manager at Interactive Data Corporation
Industry Financial Services
Experience
Interactive Data March 2011 - Present
Interactive Data September 2008 - March 2011
Centinel Financial Group, LLC October 2007 - July 2008
Skills
Product Management, Business Analysis, Data Analysis, Reference Data, Financial Markets, Requirements Analysis, Analytics, Microsoft Excel, ETFs, Financial Services
Education
Merrimack College 2003 — 2007
Bachelor's Degree, Finance
St. John's Preparatory School 1999 — 2003
High School
Interactive Data March 2011 - Present
Interactive Data September 2008 - March 2011
Centinel Financial Group, LLC October 2007 - July 2008
Skills
Product Management, Business Analysis, Data Analysis, Reference Data, Financial Markets, Requirements Analysis, Analytics, Microsoft Excel, ETFs, Financial Services
Education
Merrimack College 2003 — 2007
Bachelor's Degree, Finance
St. John's Preparatory School 1999 — 2003
High School
Alexandra Fedele's Centinel Financial Group, LLC Experience September 2013 - Present
Job Practice Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC September 2013 - Present
First Investors Corporation 2010 - 2011
Merrill Lynch January 2010 - May 2010
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA)
Simmons College 2006 — 2010
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Centinel Financial Group, LLC September 2013 - Present
First Investors Corporation 2010 - 2011
Merrill Lynch January 2010 - May 2010
Education
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA)
Simmons College 2006 — 2010
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Sasha Pansovoy's Centinel Financial Group, LLC Experience May 2009 - August 2012
Job Clinical Social Work Intern at Hudson High School
Industry Higher Education
Experience
Hudson High School September 2015 - Present
Sudbury Public Schools November 2014 - Present
The Second Step January 2014 - May 2015
Simmons College September 2012 - May 2014
The Center for Sexual Pleasure and Health June 2013 - November 2013
Strong Women, Strong Girls September 2012 - April 2013
Vassar College Break the Silence Conference March 2013 - March 2013
Reach Beyond Domestic Violence October 2012 - October 2012
Simmons College February 2012 - August 2012
Centinel Financial Group, LLC May 2009 - August 2012
Skills
Leadership, Public Speaking, Research, Microsoft Office, Community Outreach, Facebook, Event Planning, Social Networking, Teaching, PowerPoint, Health Education, Prezi, Social Media, Google Drive, Asana, Twitter, SPSS, Minitab, Nonprofits, Volunteer Management, Management, Higher Education, Grant Writing
Education
Smith College School for Social Work 2015 — 2017
Master’s Degree, Social Work
Simmons College 2010 — 2014
Bachelor's Degree, Sociology
Wayland High School 2006 — 2010
Diploma
Hudson High School September 2015 - Present
Sudbury Public Schools November 2014 - Present
The Second Step January 2014 - May 2015
Simmons College September 2012 - May 2014
The Center for Sexual Pleasure and Health June 2013 - November 2013
Strong Women, Strong Girls September 2012 - April 2013
Vassar College Break the Silence Conference March 2013 - March 2013
Reach Beyond Domestic Violence October 2012 - October 2012
Simmons College February 2012 - August 2012
Centinel Financial Group, LLC May 2009 - August 2012
Skills
Leadership, Public Speaking, Research, Microsoft Office, Community Outreach, Facebook, Event Planning, Social Networking, Teaching, PowerPoint, Health Education, Prezi, Social Media, Google Drive, Asana, Twitter, SPSS, Minitab, Nonprofits, Volunteer Management, Management, Higher Education, Grant Writing
Education
Smith College School for Social Work 2015 — 2017
Master’s Degree, Social Work
Simmons College 2010 — 2014
Bachelor's Degree, Sociology
Wayland High School 2006 — 2010
Diploma
Marissa Wiggins's Centinel Financial Group, LLC Experience 2005 - 2009
Job Whelan Asset Management
Industry Financial Services
Experience
Whelan Asset Management 2009 - Present
Centinel Financial Group, LLC 2005 - 2009
State Street Bank 2003 - 2005
Education
Johnson and Wales University
Whelan Asset Management 2009 - Present
Centinel Financial Group, LLC 2005 - 2009
State Street Bank 2003 - 2005
Education
Johnson and Wales University
Whitney H. Floren's Centinel Financial Group, LLC Experience April 2013 - Present
Job Investment Advisor Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC April 2013 - Present
UBS February 2009 - April 2013
Smith Barney 1999 - 2009
Signator Investors, Inc. 1994 - 1999
Education
University of South Florida 1989 — 1993
Bachelor of Arts (B.A.)
Barnstable High School 1986 — 1988
Centinel Financial Group, LLC April 2013 - Present
UBS February 2009 - April 2013
Smith Barney 1999 - 2009
Signator Investors, Inc. 1994 - 1999
Education
University of South Florida 1989 — 1993
Bachelor of Arts (B.A.)
Barnstable High School 1986 — 1988
Laurie Juster's Centinel Financial Group, LLC Experience 2014 - Present
Job Client Services Coordinator at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
Centinel Financial Group, LLC 2014 - Present
Merrill LynchClient Associate August 2007 - January 2011
Morgan Stanley February 2000 - August 2007
Morgan Stanley Wealth Management March 2001 - July 2007
City of Newton 1984 - 1990
Education
Lesley University 1982 — 1983
MS Education, Elementary Grades and Reading
University of Michigan 1978 — 1982
BA, Child Psychology
Jericho High 1974 — 1978
Arianna Zervos's Centinel Financial Group, LLC Experience March 2012 - May 2012
Job Senior Human Resources Assistant at Partners HealthCare
Industry Human Resources
Experience
Partners HealthCare October 2013 - Present
DENTSPLY IH July 2013 - October 2013
Mercer September 2012 - May 2013
Centinel Financial Group, LLC March 2012 - May 2012
Office of International Education at Bentley University September 2008 - May 2012
The MAAC Group October 2011 - January 2012
Kettle Cuisine June 2011 - August 2011
Encountour LLC March 2010 - March 2010
Skills
Excel, Microsoft Office, PowerPoint, Language Ability:..., Marketing, Outlook, Microsoft Word, Customer Service, Human Resources
Education
Bentley University 2008 — 2012
Bachelor of Science
Northeastern University
College of Professional Studies- Graduate Certificate Human Resources Management
Lorenzo de' Medici Institute, Florence, Italy
Semester Study Abroad
College Year in Athens, Paros, Greece
Study Abroad, Summer Short-term
Partners HealthCare October 2013 - Present
DENTSPLY IH July 2013 - October 2013
Mercer September 2012 - May 2013
Centinel Financial Group, LLC March 2012 - May 2012
Office of International Education at Bentley University September 2008 - May 2012
The MAAC Group October 2011 - January 2012
Kettle Cuisine June 2011 - August 2011
Encountour LLC March 2010 - March 2010
Skills
Excel, Microsoft Office, PowerPoint, Language Ability:..., Marketing, Outlook, Microsoft Word, Customer Service, Human Resources
Education
Bentley University 2008 — 2012
Bachelor of Science
Northeastern University
College of Professional Studies- Graduate Certificate Human Resources Management
Lorenzo de' Medici Institute, Florence, Italy
Semester Study Abroad
College Year in Athens, Paros, Greece
Study Abroad, Summer Short-term
Nick Pangakis's Centinel Financial Group, LLC Experience April 2010 - Present
Job Financial Services Representative at Centinel Financial Group, LLC
Industry Financial Services
Experience
Centinel Financial Group, LLC April 2010 - Present
MetLife August 1997 - April 2010
Friendly's Ice Cream August 1986 - August 1997
Education
Wethersfield High School 1982 — 1985
Central Connecticut State University
Centinel Financial Group, LLC April 2010 - Present
MetLife August 1997 - April 2010
Friendly's Ice Cream August 1986 - August 1997
Education
Wethersfield High School 1982 — 1985
Central Connecticut State University