Coastal Capital Group, LLC

Description

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

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Coastal Capital Group, LLC Employees

Employee
Years
Job
Industry
Jim Beville Jim Beville Greater Boston Area Details
Jim Beville's Coastal Capital Group, LLC Experience March 2005 - Present
Job Vice President of Personal Wealth Management at Coastal Capital Group
Industry Financial Services
Experience
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

Allison (Kelley) D'Agostino Allison (Kelley) D'Agostino Medford, Massachusetts Details
Allison (Kelley) D'Agostino's Coastal Capital Group, LLC Experience August 2012 - Present
Job Account Services Coordinator at Coastal Capital Group, LLC
Industry Financial Services
Experience
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

Judy Parisella Judy Parisella Beverly, Massachusetts Details
Judy Parisella's Coastal Capital Group, LLC Experience November 2010 - Present
Job Principal Cloud Marketer in Social Media & Search | Dynamic Speaker | Exceptional Trainer | LinkedIn Specialist
Industry Marketing and Advertising
Experience
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

Michael Kenny Michael Kenny New York, New York Details
Michael Kenny's Coastal Capital Group, LLC Experience May 2010 - August 2010
Job Investment Banking Analyst at Imperial Capital LLC
Industry Investment Banking
Experience
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

Adam M Hogue, MBA, CFP ® Adam M Hogue, MBA, CFP ® Greater Boston Area Details
Adam M Hogue, MBA, CFP ®'s Coastal Capital Group, LLC Experience November 2012 - May 2015
Job Founder & CEO at Constant Advisor
Industry Financial Services
Experience
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)

Jared Kuipers Jared Kuipers Bedford, Massachusetts Details
Jared Kuipers's Coastal Capital Group, LLC Experience January 2011 - May 2011
Job Major Accounts Support Consultant at Interactive Data Corporation
Industry Financial Services
Experience
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

Jeff Derr Jeff Derr Somerville, Massachusetts Details
Jeff Derr's Coastal Capital Group, LLC Experience August 2009 - November 2009
Job Contracts Administrator II at Atmospheric and Environmental Research
Industry Financial Services
Experience
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

Joel Trunfio Joel Trunfio Greater Boston Area Details
Joel Trunfio's Coastal Capital Group, LLC Experience October 2010 - January 2012
Job Development Stewardship Coordinator at Gordon College
Industry Financial Services
Experience
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

Brigid Ouellet Brigid Ouellet Amesbury, Massachusetts Details
Brigid Ouellet's Coastal Capital Group, LLC Experience May 2011 - June 2014
Job Executive Consultant at Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
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

Ashley Sullivan Ashley Sullivan Greater Boston Area Details
Ashley Sullivan's Coastal Capital Group, LLC Experience May 2010 - September 2011
Job Operations Team Leader at Sentinel Benefits & Financial Group
Industry Financial Services
Experience
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

Glen McElwee, MSF, CVA Glen McElwee, MSF, CVA Greater Boston Area Details
Glen McElwee, MSF, CVA's Coastal Capital Group, LLC Experience May 2008 - August 2008
Job Senior Valuation Analyst at MFA Cornerstone Consulting, LLC
Industry Financial Services
Experience
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 Bob Sessions Greater Boston Area Details
Bob Sessions's Coastal Capital Group, LLC Experience 2008 - 2013
Job Copywriter/communications strategist
Industry Financial Services
Experience
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

Andrew Doughty, CFP® Andrew Doughty, CFP® Bedford, New Hampshire Details
Andrew Doughty, CFP®'s Coastal Capital Group, LLC Experience June 2008 - January 2010
Job Northeast Planning Associates
Industry Financial Services
Experience
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

Ryan Smith, CFP®, RICP® MSFP Ryan Smith, CFP®, RICP® MSFP Cary, North Carolina Details
Ryan Smith, CFP®, RICP® MSFP's Coastal Capital Group, LLC Experience September 2005 - May 2011
Job Financial Advisor at Stonegate Financial, An Independent Firm
Industry Financial Services
Experience
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

Dave Mittleman Dave Mittleman Greater New York City Area Details
Dave Mittleman's Coastal Capital Group, LLC Experience March 2005 - August 2006
Job Managing Partner, Mittleman Brothers LLC
Industry Investment Management
Experience
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

James Horrocks CFP® AIF® MBA James Horrocks CFP® AIF® MBA Greater Boston Area Details
James Horrocks CFP® AIF® MBA's Coastal Capital Group, LLC Experience January 2010 - Present
Job CEO/Managing Partner at Coastal Capital Group, LLC
Industry Financial Services
Experience
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

Alina Goczol Alina Goczol Greater Boston Area Details
Alina Goczol's Coastal Capital Group, LLC Experience March 2005 - May 2005
Job Manager of Partnered Growth at Gorton's
Industry Consumer Goods
Experience
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