Coastal Capital Group, LLC
Address: 223 Wall St #305, Huntington, NY 11743 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (877) 703-3090: Place name: : Website: Category: : : : : Website: https://www.coastalcapitalgroupinc.com/ Category: Financial Institution 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. 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 Coastal Capital Group Inc Posting publicly on the Web Write a review Reviews 1 Google review
Coastal Capital Group, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coastal Capital Group, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Coastal Capital Group, LLC Employees
Coastal Capital Group, LLC March 2005 - Present
Morgan Stanley 2002 - 2005
Jeffrey C. Kirpas & Co., P.C. 2001 - 2002
Vance Cronin & Stephenson 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Wealth Management..., Certified Financial..., Financial Analysis
Education
Gordon College 1995 — 1999
Accounting
Coastal Capital Group, LLC August 2012 - Present
BlackRock August 2006 - April 2012
Skills
Series 7, Series 65, Series 6, Series 63, Back Office, Securities, Mutual Funds, Fixed Income, Equities, Financial Services, Investments, Customer Service
Education
Newbury College 2002 — 2006
Bachelor's degree, Culinary Business Management
Pope John XXIII 1998 — 2002
JP Marketing NE April 2009 - Present
Nutty Canine September 2013 - Present
Salem Jazz & Soul Festival September 2012 - Present
Freedman Financial March 2012 - Present
JFYNetWorks Boston June 2011 - Present
BuyTeddieOnLine.com November 2010 - Present
Coastal Capital Group, LLC November 2010 - Present
Mojo2Go Community Civility Projects, Inc. 2009 - 2011
The New England Job Show July 2009 - December 2010
SAP Americas November 2006 - March 2009
Skills
SEO, SEM, Social Media, Organic Search, Keyword Analysis, Online Marketing, Online Research, Online Branding, Marketing Strategy, Email Marketing, Social Media Marketing, Search Engine..., B2C marketing, eCommunications, PPC, Marketing Communications, Digital Marketing, Online Advertising, Management, Facebook, Web Marketing, Integrated Marketing, Business Development, Social Networking, Strategy, B2B, Training, Content Strategy, Marketing, Digital Strategy, Sales, Search Analysis, Strategic Communications, Mobile Marketing, Brand Management, Strategic Planning, Public Speaking, E-commerce, Web Analytics, B2B Marketing, Digital Media, Lead Generation, Brand Awareness, Google Adwords, Content Development, Direct Marketing, Brand Development, Strategic Partnerships
Education
California State Polytechnic University-Pomona 1991 — 1993
Middlesex Community College 1980 — 1983
Imperial Capital, LLC June 2012 - Present
First New York Securities May 2011 - August 2011
Coastal Capital Group, LLC May 2010 - August 2010
Skills
Equities, Investment Banking, Financial Analysis, Economics, Microsoft Excel, Financial Services, Real Estate Economics, Trading, Data Analysis, Risk Management, Capital Markets, Strategic Financial..., Microsoft Word, Research, Structured Finance, Banking, Mergers, Venture Capital, Bloomberg, Credit Risk, Auditing, Asset Managment, Competitive Analysis, Private Equity, Due Diligence, FINRA, Hedge Funds, Quantitative Analytics, Series 63, Securities, Fixed Income, Market Research, Stata, Derivatives, Microsoft Office, Restructuring, Financial Modeling, Retirement Planning, Spanish, Bonds, Business Strategy, Analysis, Equity Research, Options, Finance, Bloomberg Terminal, Real Estate, Financial Advisory
Education
Bucknell University 2008 — 2012
B.A., Economics, International Politics, Spanish
The Governor's Academy 2004 — 2008
Constant Advisor June 2015 - Present
Massachusetts Army National Guard November 2013 - Present
Coastal Capital Group, LLC November 2012 - May 2015
Massachusetts Army National Guard March 2012 - November 2013
MetLife March 2012 - November 2012
US Army February 2009 - February 2012
First National Bank of Omaha May 2007 - February 2009
Nebraska Army National Guard December 2005 - February 2009
Education
Boston University 2013 — 2014
Graduate Certificate, Financial Planning
Fitchburg State University 2009 — 2010
Master of Business Administration (MBA), Management
University of Nebraska at Kearney 2003 — 2007
Master of Arts (MA), Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Arts (BA)
Interactive Data Corporation August 2013 - Present
State Street August 2011 - August 2013
CVS Caremark Corporation June 2003 - May 2012
Coastal Capital Group, LLC January 2011 - May 2011
Gordon College August 2007 - May 2011
John Kuipers Architects June 2000 - October 2010
Skills
Microsoft Office 2007, Bloomberg Terminal
Education
Gordon College 2007 — 2011
B.A., Finance and Business Administration
Atmospheric and Environmental Research June 2015 - Present
Industrial Economics June 2012 - May 2015
Industrial Economics March 2011 - May 2012
120Swish July 2010 - November 2010
Gordon College August 2009 - May 2010
Coastal Capital Group, LLC August 2009 - November 2009
Gordon College July 2009 - August 2009
North Shore Chamber of Commerce June 2009 - July 2009
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, FTR, FAR, Government Contract..., Government, Management, Payroll, Strategic Planning, Access, Data Analysis, Program Management, Analysis, Budgets, Customer Service, PowerPoint, Social Media, Social Networking
Education
Gordon College 2006 — 2010
B.S, Finance and Business Administration
Barrington High School 2002 — 2006
Gordon College June 2012 - Present
Gordon College January 2010 - May 2012
Coastal Capital Group, LLC October 2010 - January 2012
Gordon College Financial Affairs June 2010 - August 2010
Skills
Morningstar, Security Analysis, Stata, Financial Accounting, Econometrics, Research, PowerPoint, Excel, Microsoft Office, Economics, Salesforce.com, Microsoft Excel
Education
Gordon College 2008 — 2012
Bachelor of Arts, Economics and Finance (Double Major), Summa Cum Laude
Coastal Capital Group, LLC May 2011 - June 2014
HarbourVest Partners April 2005 - October 2011
State Street August 2003 - April 2005
Skills
Investments, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Real Estate, Morningstar, Relationship Management, client service, Series 7, Series 66, Financial Research
Education
Saint Anselm College 1999 — 2003
Bachelors, Business
Sentinel Benefits & Financial Group July 2014 - Present
Sentinel Benefits & Financial Group September 2012 - July 2014
Coastal Capital Group, LLC May 2010 - September 2011
Skills
Finance, Marketing, Social Media Marketing, Microsoft Office, Adobe Acrobat, Relius Administration, Employee Benefits, Payroll, Social Media, Business Process..., Process Improvement, Client Training, Retirement Planning, Insurance, Mutual Funds
Education
Bryant University 2008 — 2012
•Bachelor of Science in Business Administration, Finance, Marketing, Math
MFA Cornerstone Consulting, LLC June 2014 - Present
MFA Cornerstone Consulting, LLC October 2013 - June 2014
Travelex January 2009 - October 2013
Coastal Capital Group, LLC May 2008 - August 2008
Skills
Management, Leadership, Finance, Training, Sales, Sales Process, Customer Service, Financial Analysis, Analysis, Valuation, Sales Management, Sales Operations, Equities, Banking, Operations Management, Business Analysis, Budgets, B2B, Entrepreneurship, Retail, Employee Training, P&L, Business Development, Sales Management..., New Hire Training, Anti Money Laundering, OFAC, Cash Management, Foreign Exchange..., Foreign Currency, KYC, FX Options, District Sales..., Cost Management, Negotiation, Multi-Store Operations, FX, Firm Valuation
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
Master of Science (M.S.), Finance, 3.3
Gordon College 2005 — 2008
Bachelor of Arts (B.A.), Economics and Finance, 3.61
King Philip Regional High School 2001 — 2005
Bob Sessions, Inc. January 2011 - Present
Coastal Capital Group, LLC 2008 - 2013
Fidelity Investments 1995 - 2007
Hill, Holliday, Connors, Cosmopulos Advertising 1990 - 1995
John Hancock Financial Services 1985 - 1990
Skills
Integrated Marketing, Marketing Communications, Direct Marketing, Copywriting, Direct Mail, Email Marketing, Advertising, Content Strategy, Interactive Marketing
Education
Georgia State University
BA, Journalism
Northeast Planning Associates October 2013 - Present
Conrad Santiago & Associates January 2010 - October 2013
Coastal Capital Group, LLC June 2008 - January 2010
Coastal Captial Group, LLC July 2007 - May 2008
Education
Gordon College 2004 — 2008
B.A., Finance
Stonegate Financial, An Independent Firm October 2013 - Present
Wiles Wealth Management 2012 - 2013
Commonwealth Financial Group July 2011 - December 2011
Coastal Capital Group, LLC September 2005 - May 2011
Gordon College August 2010 - April 2011
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters of Science in Financial Planning, Financial Planning
Gordon College 1999 — 2004
BA, Business Administration & Accounting
Mittleman Brothers LLC September 2006 - Present
Coastal Capital Group, LLC March 2005 - August 2006
Morgan Stanley November 1998 - March 2005
Skills
Alternative Investments, Private Equity, Equities, Capital Markets, Investments, Hedge Funds, Asset Management, Venture Capital, Finance, Asset Allocation, Fund Of Funds
Education
St. Lawrence University 1991 — 1995
BA, Economics
Kent School 1989 — 1991
Greenvale School
Coastal Capital Group, LLC January 2010 - Present
Integrated Financial Partners 1997 - Present
State Street Global Advisors 1996 - 1997
New England Mutual 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Certified Financial..., AIF, Accredited Investment...
Education
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts, Amherst
Bachelor of Science Degree, Finance and Financial Management Services, Minors in Economics and Spanish
Gorton's Inc. August 2014 - Present
Gorton's Inc. July 2012 - June 2014
Gorton's Inc. August 2011 - June 2012
Gorton's Inc. September 2008 - August 2011
Gorton's Inc. June 2007 - August 2008
Gorton's Inc. July 2006 - June 2007
Coastal Capital Group, LLC March 2005 - May 2005
Morgan Stanley Smith Barney September 2004 - March 2005
Walgreen Co. June 2004 - August 2004
Skills
Trade Marketing, Trade Promotions, Trade Promotion..., Pricing Analysis, Pricing Strategy, Consumer Insight, Promotional Analysis, Category Insights, Retail Category..., Competitive Analysis, Data Analysis, Market Analysis, Nielsen, Retail Link, Dunnhumby, Presentation Development, Sales Presentations, Retail
Education
Bentley University 2010 — 2012
Master of Business Administration (MBA), Concentration: Marketing, Distinction
Salem State University 2002 — 2006
Bachelor of Science in Business Administration, Concentration: Finance, Minor: Economics, Summa Cum Laude