COMMONWEALTH FINANCIAL
Industry: Financial services company
DescriptionCommonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. Headquarters: Waltham, MA Revenue: 1.233 billion USD (2017) Founder: Joseph Deitch Founded: 1979 Key person: Joseph Deitch Subsidiaries: Comeaux Bond Daigle, LLC,
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COMMONWEALTH FINANCIAL Employees
Employee
Years
Job
Industry
Rebecca Smith Walsh Rebecca Smith Walsh's COMMONWEALTH FINANCIAL Experience 1988 - 1989
Job Experienced General Counsel
Industry Law Practice
Experience
Ventura Foods, LLC September 2010 - Present
Catalina Restaurant Group, Inc. 2005 - September 2010
Anacomp, Inc. 2001 - 2005
The Upper Deck Company, LLC 1994 - 2001
Pillsbury Winthrop Shaw Pittman 1992 - 1994
Commonwealth Financial 1988 - 1989
Fremont Financial 1988 - 1989
Skills
Intellectual Property, Corporate Governance, Mergers & Acquisitions, Licensing, Mergers, Employment Law, Litigation Management, Contract Negotiation, Leadership, Management, Securities Regulation, Joint Ventures, Corporate Law, Commercial Litigation, Legal Compliance
Education
Loyola Law School, Los Angeles 1989 — 1992
JD, Law
University of California, Los Angeles 1984 — 1988
BA, Economics, Business
South Torrance High School
Ventura Foods, LLC September 2010 - Present
Catalina Restaurant Group, Inc. 2005 - September 2010
Anacomp, Inc. 2001 - 2005
The Upper Deck Company, LLC 1994 - 2001
Pillsbury Winthrop Shaw Pittman 1992 - 1994
Commonwealth Financial 1988 - 1989
Fremont Financial 1988 - 1989
Skills
Intellectual Property, Corporate Governance, Mergers & Acquisitions, Licensing, Mergers, Employment Law, Litigation Management, Contract Negotiation, Leadership, Management, Securities Regulation, Joint Ventures, Corporate Law, Commercial Litigation, Legal Compliance
Education
Loyola Law School, Los Angeles 1989 — 1992
JD, Law
University of California, Los Angeles 1984 — 1988
BA, Economics, Business
South Torrance High School
Peter Kaufmann Peter Kaufmann's COMMONWEALTH FINANCIAL Experience 1992 - 1993
Job Smart Disruption...
Industry Consumer Services
Experience
INDEPENDENT PROJECT MANAGER/CONSULTANT September 2012 - Present
Solar Solutions LLC 2003 - 2012
Group 1 Automotive 2001 - 2002
Mobile One Auto Sound 1999 - 2001
Solar Works 1996 - 1996
Gary Fronrath Chevrolet 1994 - 1995
Commonwealth Financial 1992 - 1993
CARTENDERS 1991 - 1991
Solar Ban, INC. 1983 - 1990
Skills
Project Management, Crisis Management, Collaborative Problem..., Microsoft SQL Server, Sales Management, Entrepreneurship, Strategic Planning, Long-term Customer..., iOS development, Team Building, Window Film, Problem Solving, New Business Development, Business Planning, Business Development, Contract Negotiation, Leadership, Business Strategy, Budgets, Management, Analysis, Project Planning, Process Improvement, Negotiation, B2B
Education
University of New Orleans 1999 — 2001
BS Management, Information Systems and software, Software information Technology
Delgado Community College
Associate's Degree, Business Administration and Management, General
Coast Episcopal School 1980 — 1980
High School, General Studies
INDEPENDENT PROJECT MANAGER/CONSULTANT September 2012 - Present
Solar Solutions LLC 2003 - 2012
Group 1 Automotive 2001 - 2002
Mobile One Auto Sound 1999 - 2001
Solar Works 1996 - 1996
Gary Fronrath Chevrolet 1994 - 1995
Commonwealth Financial 1992 - 1993
CARTENDERS 1991 - 1991
Solar Ban, INC. 1983 - 1990
Skills
Project Management, Crisis Management, Collaborative Problem..., Microsoft SQL Server, Sales Management, Entrepreneurship, Strategic Planning, Long-term Customer..., iOS development, Team Building, Window Film, Problem Solving, New Business Development, Business Planning, Business Development, Contract Negotiation, Leadership, Business Strategy, Budgets, Management, Analysis, Project Planning, Process Improvement, Negotiation, B2B
Education
University of New Orleans 1999 — 2001
BS Management, Information Systems and software, Software information Technology
Delgado Community College
Associate's Degree, Business Administration and Management, General
Coast Episcopal School 1980 — 1980
High School, General Studies
Donna Weeden Donna Weeden's COMMONWEALTH FINANCIAL Experience December 1999 - September 2001
Job Vice President of Client Services at Deal Labs
Industry Information Technology and Services
Experience
Deal Labs March 2013 - Present
Zendesk September 2011 - January 2013
Marketo August 2010 - September 2011
Marketo March 2009 - August 2010
CITTIO, Inc. March 2006 - August 2007
Community Clinic Health Network March 2004 - March 2006
Community Clinic Health Network January 2003 - March 2004
Computer Sciences Corporation February 2002 - January 2003
Commonwealth Financial December 1999 - September 2001
Fleet Small Business Services September 1996 - December 1999
Skills
Professional Services..., Building Business..., Global Channel..., Contract Negotiation, Team Leadership, Resource Management, Resource Development, Capacity Utilization, Revenue Recognition, Training Delivery, Curriculum Design, Curriculum Development, Strategic Partnerships, Certification..., Best Practices, Implementation..., Solution Implementation, Solution Architecture, Project Management, Integration Architecture, Business Process..., Business Alignment, Competitive Analysis, Sales Enablement, Sales Operations, Strategic Planning, Customer Service, Professional Services, Salesforce.com..., Business Strategy, Program Development, Customer Experience, Customer Engagement, Customer Success, Process Alignment, Educational Program..., Building Services, Technical Documentation, Engagement Management, Cloud Computing, IT Management, E-commerce, Marketing Automation, Performance Tuning, Lead Generation, Marketo, Enterprise Software, CRM
Education
Bentley University 1996 — 1998
Deal Labs March 2013 - Present
Zendesk September 2011 - January 2013
Marketo August 2010 - September 2011
Marketo March 2009 - August 2010
CITTIO, Inc. March 2006 - August 2007
Community Clinic Health Network March 2004 - March 2006
Community Clinic Health Network January 2003 - March 2004
Computer Sciences Corporation February 2002 - January 2003
Commonwealth Financial December 1999 - September 2001
Fleet Small Business Services September 1996 - December 1999
Skills
Professional Services..., Building Business..., Global Channel..., Contract Negotiation, Team Leadership, Resource Management, Resource Development, Capacity Utilization, Revenue Recognition, Training Delivery, Curriculum Design, Curriculum Development, Strategic Partnerships, Certification..., Best Practices, Implementation..., Solution Implementation, Solution Architecture, Project Management, Integration Architecture, Business Process..., Business Alignment, Competitive Analysis, Sales Enablement, Sales Operations, Strategic Planning, Customer Service, Professional Services, Salesforce.com..., Business Strategy, Program Development, Customer Experience, Customer Engagement, Customer Success, Process Alignment, Educational Program..., Building Services, Technical Documentation, Engagement Management, Cloud Computing, IT Management, E-commerce, Marketing Automation, Performance Tuning, Lead Generation, Marketo, Enterprise Software, CRM
Education
Bentley University 1996 — 1998
Crispin Napolitano Crispin Napolitano's COMMONWEALTH FINANCIAL Experience January 2001 - September 2004
Job Equity Trader, Victory Capital Management Inc.
Industry Financial Services
Experience
Victory Capital Management November 2006 - Present
Allegiant Asset Management June 2005 - November 2006
Commonwealth Financial January 2001 - September 2004
Skills
Equities, Series 7, Bloomberg, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Asset Management, Investments, Equity Research, Portfolio Management, Securities, Equity Trading, Capital Markets, Trading, Asset Allocation, FINRA, Mutual Funds, Electronic Trading, Investment Management, Valuation
Education
St.Lawrence University 1993 — 1997
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1989 — 1993
Victory Capital Management November 2006 - Present
Allegiant Asset Management June 2005 - November 2006
Commonwealth Financial January 2001 - September 2004
Skills
Equities, Series 7, Bloomberg, Hedge Funds, Fixed Income, Series 63, Alternative Investments, Asset Management, Investments, Equity Research, Portfolio Management, Securities, Equity Trading, Capital Markets, Trading, Asset Allocation, FINRA, Mutual Funds, Electronic Trading, Investment Management, Valuation
Education
St.Lawrence University 1993 — 1997
Bachelor of Arts (B.A.)
Choate Rosemary Hall 1989 — 1993
Melanie Batista's COMMONWEALTH FINANCIAL Experience November 2010 - Present
Job Mortgage Loan Originator at CommonWealth Financial
Industry Financial Services
Experience
CommonWealth FInancial November 2010 - Present
Education
University of Alabama at Birmingham 2003 — 2007
B.S., Psychology
CommonWealth FInancial November 2010 - Present
Education
University of Alabama at Birmingham 2003 — 2007
B.S., Psychology
Drew Coholan's COMMONWEALTH FINANCIAL Experience July 2014 - January 2015
Job Account Executive
Industry Financial Services
Experience
Allegiance Merchant Services January 2015 - May 2015
Commonwealth Financial July 2014 - January 2015
Holiday Magic December 2010 - December 2013
Hofstra Lacrosse Camp June 2013 - August 2013
Long Island Cares October 2012 - November 2012
University of Rochester June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Time Management, Leadership, Social Networking, Marketing, Social Media Marketing, Teamwork, Nonprofits, Facebook, Event Planning, Sales
Education
Hofstra University 2009 — 2014
Zarb School of Business, BBA Management and Marketing
Allegiance Merchant Services January 2015 - May 2015
Commonwealth Financial July 2014 - January 2015
Holiday Magic December 2010 - December 2013
Hofstra Lacrosse Camp June 2013 - August 2013
Long Island Cares October 2012 - November 2012
University of Rochester June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Time Management, Leadership, Social Networking, Marketing, Social Media Marketing, Teamwork, Nonprofits, Facebook, Event Planning, Sales
Education
Hofstra University 2009 — 2014
Zarb School of Business, BBA Management and Marketing
Lee Schmertzler's COMMONWEALTH FINANCIAL Experience 1999 - 2007
Job Retirement Benefits Consultant
Industry Financial Services
Experience
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Pinnacle Financial Group October 2009 - Present
ING February 2007 - January 2009
Commonwealth Financial 1999 - 2007
Commonwealth Financial Network 1999 - 2007
Scudder Investments 1999 - 1999
Putnam Investments 1998 - 1999
Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2005
MBA
Union College 1993 — 1997
BA, History
College Year in Athens 1996 — 1996
Avon Old Farms 1990 — 1993
Benjamin Greenberg's COMMONWEALTH FINANCIAL Experience 2005 - 2006
Job Senior Manager & Lead, Clinical Outsourcing & Operational Analysis at Curis
Industry Biotechnology
Experience
Curis July 2015 - Present
Sunovion Pharmaceuticals Inc. June 2013 - Present
Shire May 2011 - June 2013
Beth Israel Deaconess Medical Center April 2010 - May 2011
Massachusetts Biologic Laboratories 2007 - April 2010
Massachusetts Biologic Laboratories September 2006 - May 2007
Massachusetts Biologic Labs 2006 - 2007
Commonwealth Financial 2005 - 2006
Skills
Contract Negotiation, Contract Law, Process Improvement, Project Management, Strategic Sourcing, Vendor Oversight, Vendor Management, Business Analysis, RFP Design, RFP Generation, Contract Management, Management, Business Development, Outsourcing, Technology Transfer, CTMS, Clinical Trials, FDA, Pharmaceutical Industry, Negotiation, Biopharmaceuticals, Sourcing, Strategy, Cross-functional Team..., CRO, Drug Development, Clinical Development, GCP, Commercialization, Biotechnology, GMP, Vaccines, Clinical Operations, Protocol, Data Management, Infectious Diseases, FDA GMP
Education
Worcester Polytechnic Institute 2015 — 2015
Project Management Certification Program, Project Management
Northeastern University 2005 — 2009
Bachelors of Science, Business Leadership
Curis July 2015 - Present
Sunovion Pharmaceuticals Inc. June 2013 - Present
Shire May 2011 - June 2013
Beth Israel Deaconess Medical Center April 2010 - May 2011
Massachusetts Biologic Laboratories 2007 - April 2010
Massachusetts Biologic Laboratories September 2006 - May 2007
Massachusetts Biologic Labs 2006 - 2007
Commonwealth Financial 2005 - 2006
Skills
Contract Negotiation, Contract Law, Process Improvement, Project Management, Strategic Sourcing, Vendor Oversight, Vendor Management, Business Analysis, RFP Design, RFP Generation, Contract Management, Management, Business Development, Outsourcing, Technology Transfer, CTMS, Clinical Trials, FDA, Pharmaceutical Industry, Negotiation, Biopharmaceuticals, Sourcing, Strategy, Cross-functional Team..., CRO, Drug Development, Clinical Development, GCP, Commercialization, Biotechnology, GMP, Vaccines, Clinical Operations, Protocol, Data Management, Infectious Diseases, FDA GMP
Education
Worcester Polytechnic Institute 2015 — 2015
Project Management Certification Program, Project Management
Northeastern University 2005 — 2009
Bachelors of Science, Business Leadership
Gisele Mack's COMMONWEALTH FINANCIAL Experience 2012 - 2013
Job Admin Professional; Entrepreneur
Industry Performing Arts
Experience
MackseeDoodle July 2010 - Present
Theatre; Modeling; Teaching 1996 - Present
Cinamon & Hubley D.M.D. June 2013 - January 2015
Commonwealth Financial 2012 - 2013
Brookline Endodontics December 2007 - October 2012
Boston Ballet 2001 - 2008
Boston Renaissance Charter School 2001 - 2002
Ganz Food Products 1987 - 1991
Barron & Stadfeld, P.C. 1979 - 1983
Skills
Entertainment, Theatre, Acting, Teaching, Dance, Leadership, Event Planning, Volunteer Management, Event Management, Ballet, Non-profits, Research, Fundraising, Customer Service, Film, Stage, Marketing, Team Building, Training, Management, Community Outreach, Advertising, Editing, Microsoft Word, Social Networking, Nonprofits, PowerPoint, Photoshop, Public Speaking, Microsoft Office, Writing, Social Media, Microsoft Excel
Education
Lesley University 2015 — 2017
Bachelor's Degree, Expressive Therapies
Framingham State College 2012 — 2015
Bachelor of Arts (B.A.), L, Liberal Arts/Business
Boston University 2008 — 2008
Certificate for Dental Radiology
Greenfield Community College
Associates, Executive Secretary / Business
MackseeDoodle July 2010 - Present
Theatre; Modeling; Teaching 1996 - Present
Cinamon & Hubley D.M.D. June 2013 - January 2015
Commonwealth Financial 2012 - 2013
Brookline Endodontics December 2007 - October 2012
Boston Ballet 2001 - 2008
Boston Renaissance Charter School 2001 - 2002
Ganz Food Products 1987 - 1991
Barron & Stadfeld, P.C. 1979 - 1983
Skills
Entertainment, Theatre, Acting, Teaching, Dance, Leadership, Event Planning, Volunteer Management, Event Management, Ballet, Non-profits, Research, Fundraising, Customer Service, Film, Stage, Marketing, Team Building, Training, Management, Community Outreach, Advertising, Editing, Microsoft Word, Social Networking, Nonprofits, PowerPoint, Photoshop, Public Speaking, Microsoft Office, Writing, Social Media, Microsoft Excel
Education
Lesley University 2015 — 2017
Bachelor's Degree, Expressive Therapies
Framingham State College 2012 — 2015
Bachelor of Arts (B.A.), L, Liberal Arts/Business
Boston University 2008 — 2008
Certificate for Dental Radiology
Greenfield Community College
Associates, Executive Secretary / Business
Todd Estabrook Todd Estabrook's COMMONWEALTH FINANCIAL Experience 2004 - Present
Job Chief Marketing Officer at Commonwealth Financial
Industry Marketing and Advertising
Experience
Commonwealth Financial 2004 - Present
Fidelity Investments 1999 - 2003
Bronner Slosberg Humphrey (now Digitas) 1990 - 1998
Mileage Plus, Inc 1989 - 1990
Wardair Canada 1988 - 1989
Pan American World Airways 1983 - 1988
Skills
Budgets, Marketing Strategy, Strategic Partnerships, Online Marketing, Strategy, Brand Development, Content Strategy, Strategic Planning, Product Marketing, Copywriting, Business Development, Mutual Funds
Education
NYU Graduate School of Business Admin 1981 — 1983
MS
Colgate University 1977 — 1981
BA, History
Commonwealth Financial 2004 - Present
Fidelity Investments 1999 - 2003
Bronner Slosberg Humphrey (now Digitas) 1990 - 1998
Mileage Plus, Inc 1989 - 1990
Wardair Canada 1988 - 1989
Pan American World Airways 1983 - 1988
Skills
Budgets, Marketing Strategy, Strategic Partnerships, Online Marketing, Strategy, Brand Development, Content Strategy, Strategic Planning, Product Marketing, Copywriting, Business Development, Mutual Funds
Education
NYU Graduate School of Business Admin 1981 — 1983
MS
Colgate University 1977 — 1981
BA, History
Kieran Lavery's COMMONWEALTH FINANCIAL Experience January 2010 - May 2012
Job Senior Fund Accountant at Invesco
Industry Financial Services
Experience
Invesco US October 2014 - Present
Invesco US February 2014 - September 2014
Fidelity Investments December 2013 - February 2014
Fidelity Investments June 2012 - December 2013
COMMONWEALTH FINANCIAL January 2010 - May 2012
Skills
Mutual Funds, Accounting, Finance, Financial Analysis, Management, Customer Service, Microsoft Excel, Sales, Team Leadership, Time Management, Leadership, Team Building, Spreadsheets, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, BUSINESS ADMINISTRATION; Finance and Economics
Invesco US October 2014 - Present
Invesco US February 2014 - September 2014
Fidelity Investments December 2013 - February 2014
Fidelity Investments June 2012 - December 2013
COMMONWEALTH FINANCIAL January 2010 - May 2012
Skills
Mutual Funds, Accounting, Finance, Financial Analysis, Management, Customer Service, Microsoft Excel, Sales, Team Leadership, Time Management, Leadership, Team Building, Spreadsheets, Data Analysis
Education
University of Pittsburgh 2008 — 2012
BS, BUSINESS ADMINISTRATION; Finance and Economics
Jonathan Victor's COMMONWEALTH FINANCIAL Experience 2007 - 2007
Job Attorney at Law Office of Jonathan Victor PLLC
Industry Law Practice
Experience
Law Office of Jonathan Victor LLC October 2014 - Present
Law Office of Jonathan Victor PLLC October 2012 - Present
Patricia Finn Attorney, P.C. 2008 - 2012
New York State Senate January 2008 - June 2008
Rothstein Kass 2007 - 2007
Commonwealth Financial 2007 - 2007
Elizabeth Arden 2007 - 2007
NYS Dep't of Economic Development August 2006 - November 2006
Putnam County, NY June 2006 - August 2006
Hackley School--Alumni Office June 2005 - July 2005
Skills
Courts, Trusts, Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Mediation, Research, Social Media, Appeals, Administrative Law, Civil Litigation, Trials, Family Law, Commercial Litigation, Corporate Law, Estate Planning
Education
The College of Saint Rose 2007 — 2008
MBA, Business Administration
Albany Law School of Union University 2005 — 2008
JD, Law
Muhlenberg College 2001 — 2005
BA, Business Administration
Hackley School 1997 — 2001
Law Office of Jonathan Victor LLC October 2014 - Present
Law Office of Jonathan Victor PLLC October 2012 - Present
Patricia Finn Attorney, P.C. 2008 - 2012
New York State Senate January 2008 - June 2008
Rothstein Kass 2007 - 2007
Commonwealth Financial 2007 - 2007
Elizabeth Arden 2007 - 2007
NYS Dep't of Economic Development August 2006 - November 2006
Putnam County, NY June 2006 - August 2006
Hackley School--Alumni Office June 2005 - July 2005
Skills
Courts, Trusts, Legal Research, Westlaw, Litigation, Legal Writing, Public Speaking, Mediation, Research, Social Media, Appeals, Administrative Law, Civil Litigation, Trials, Family Law, Commercial Litigation, Corporate Law, Estate Planning
Education
The College of Saint Rose 2007 — 2008
MBA, Business Administration
Albany Law School of Union University 2005 — 2008
JD, Law
Muhlenberg College 2001 — 2005
BA, Business Administration
Hackley School 1997 — 2001
Steve Kochis's COMMONWEALTH FINANCIAL Experience 2003 - September 2006
Job Program Manager, Retirement Consulting Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network September 2014 - Present
Commonwealth Financial Network 2006 - Present
Commonwealth Financial 2003 - September 2006
Commonwealth Financial January 2003 - June 2004
Skills
Series 7, Series 66, Series 24, Series 63, Mutual Funds, Uniform Combined State..., Retirement, Financial Advisory, Retirement Planning, 401k, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Commonwealth Financial Network September 2014 - Present
Commonwealth Financial Network 2006 - Present
Commonwealth Financial 2003 - September 2006
Commonwealth Financial January 2003 - June 2004
Skills
Series 7, Series 66, Series 24, Series 63, Mutual Funds, Uniform Combined State..., Retirement, Financial Advisory, Retirement Planning, 401k, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
Howard Yao's COMMONWEALTH FINANCIAL Experience
Job senior sys admin at commonwealth financial
Industry Financial Services
Experience
commonwealth financial
Skills
Microsoft SQL Server, Active Directory, SharePoint
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
commonwealth financial
Skills
Microsoft SQL Server, Active Directory, SharePoint
Education
Tufts University - The Fletcher School of Law and Diplomacy 1994 — 1996
Rebecca Riter's COMMONWEALTH FINANCIAL Experience January 2001 - Present
Job New Business Associate at Commonwealth Financial
Industry Insurance
Experience
Commonwealth Financial January 2001 - Present
Commonwealth Financial Network 2001 - Present
Education
Emerson College 1996 — 1997
Communication, Journalism, and Related Programs
Commonwealth Financial January 2001 - Present
Commonwealth Financial Network 2001 - Present
Education
Emerson College 1996 — 1997
Communication, Journalism, and Related Programs
Anthony DiBattista's COMMONWEALTH FINANCIAL Experience December 2003 - April 2007
Job Trade Desk Supervisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network May 2011 - March 2012
Commonwealth Financial Network April 2007 - May 2011
Commonwealth Financial December 2003 - April 2007
MetLife March 2001 - January 2002
FarSight Financial August 1999 - February 2001
FDIC June 1998 - December 1998
Skills
Series 7, Series 63, Trading, Equities, Series 24, Securities, Fixed Income, FINRA, Investments, Mutual Funds, Excel, Word, Bloomberg, Financial Markets, Series 4, Series 55, Series 53, Options, Stocks, Quality Assurance, Uniform Combined State..., Investment Advisory
Education
Boston University - School of Management 1994 — 1998
BS, Major in Finance, Minor in Economics, Cum Laude/ Top 10% in class
Commonwealth Financial Network March 2012 - Present
Commonwealth Financial Network May 2011 - March 2012
Commonwealth Financial Network April 2007 - May 2011
Commonwealth Financial December 2003 - April 2007
MetLife March 2001 - January 2002
FarSight Financial August 1999 - February 2001
FDIC June 1998 - December 1998
Skills
Series 7, Series 63, Trading, Equities, Series 24, Securities, Fixed Income, FINRA, Investments, Mutual Funds, Excel, Word, Bloomberg, Financial Markets, Series 4, Series 55, Series 53, Options, Stocks, Quality Assurance, Uniform Combined State..., Investment Advisory
Education
Boston University - School of Management 1994 — 1998
BS, Major in Finance, Minor in Economics, Cum Laude/ Top 10% in class
Elaine (Prodromou) Mavrommatis's COMMONWEALTH FINANCIAL Experience 2009 - 2013
Job Associate Creative Director at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Commonwealth Financial Network 2013 - Present
Commonwealth Financial 2009 - 2013
Fidelity Investments 2005 - 2009
fleetboston financial 2002 - 2004
bank of america 2002 - 2004
beth israel deaconess medical center 1999 - 2002
Beth Israel Deaconess Medical Center/CareGroup Healthcare System 1999 - 2002
Lehman Brothers 1993 - 1999
Skills
Strategic Communications, Marketing Communications, Corporate Communications, Integrated Marketing, Email Marketing, Copywriting, Newsletters, Financial Services, Creative Direction, Internal Communications, Direct Marketing, Direct Mail, Brand Development
Education
Northeastern University 1993 — 1996
MA, political science
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), International Relations and History
Greg Gohr's COMMONWEALTH FINANCIAL Experience 2006 - January 2012
Job Vice President, Advisory Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial 2006 - January 2012
Skills
Product Management, Financial Services, Series 24, Series 7, Management, Financial Planners, Recruiting, Marketing, FINRA, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Series 65, Series 63, Investment Advisory, Uniform Combined State...
Education
Santa Clara University 1986 — 1990
Commonwealth Financial Network February 2012 - Present
Commonwealth Financial 2006 - January 2012
Skills
Product Management, Financial Services, Series 24, Series 7, Management, Financial Planners, Recruiting, Marketing, FINRA, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Wealth Management, Series 65, Series 63, Investment Advisory, Uniform Combined State...
Education
Santa Clara University 1986 — 1990
John Blood, CFA, CFP's COMMONWEALTH FINANCIAL Experience September 2000 - December 2009
Job President/Owner at Disciplined Wealth Strategies, Inc
Industry Investment Management
Experience
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Disciplined Wealth Strategies, Inc January 2013 - Present
Dimensional Fund Advisors January 2010 - January 2013
Commonwealth Financial September 2000 - December 2009
Morningstar 1999 - 2000
Investors Bank & Trust 1997 - 1998
Nypro 1993 - 1997
Plainfield Pixley Richards Inc. 1991 - 1993
Cortron/Amkey 1990 - 1992
Skills
Mutual Funds, Investments, Capital Markets, Financial Advisory, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, ETFs, Finance, Financial Services, Investment Advisory, Investment Strategies, Portfolio Management, Retirement Planning, Separately Managed..., Series 7, Strategic Financial..., Wealth, Wealth Management, Wealth Management...
Education
Boston College - Wallace E. Carroll Graduate School of Management 2000 — 2003
MBA/MSF, Finance
Rensselaer Polytechnic Institute 1986 — 1990
BS, Mechanical Engineering
Dean Litchford's COMMONWEALTH FINANCIAL Experience 1994 - Present
Job Senior Fixed Income Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network April 1996 - Present
Commonwealth Equity Services, Inc 1994 - Present
Commonwealth Financial 1994 - Present
Skills
Series 7, Series 63, Series 55, Series 53, Series 6, Series 24, FINRA, Securities, Mutual Funds, Fixed Income, Trading, Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Equities, Investment Advisory, Financial Planning, Asset Management, Alternative Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Bloomberg, Risk Management, Estate Planning, Insurance, Uniform Combined State...
Education
Northeastern University
Bachelor's degree, Accounting and Finance
Commonwealth Financial Network April 1996 - Present
Commonwealth Equity Services, Inc 1994 - Present
Commonwealth Financial 1994 - Present
Skills
Series 7, Series 63, Series 55, Series 53, Series 6, Series 24, FINRA, Securities, Mutual Funds, Fixed Income, Trading, Investments, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Equities, Investment Advisory, Financial Planning, Asset Management, Alternative Investments, Finance, Asset Allocation, Financial Advisory, Investment Strategies, Bloomberg, Risk Management, Estate Planning, Insurance, Uniform Combined State...
Education
Northeastern University
Bachelor's degree, Accounting and Finance
Tyler Green, CFA's COMMONWEALTH FINANCIAL Experience 1997 - 2003
Job Due Diligence Professional
Industry Real Estate
Experience
SK Research, LLC October 2011 - June 2015
Walton International Group (USA), Inc. November 2010 - October 2011
Cole Real Estate Investments October 2003 - October 2010
Commonwealth Financial 1997 - 2003
Education
Arizona State University 1993 — 1997
BS, Economics
SK Research, LLC October 2011 - June 2015
Walton International Group (USA), Inc. November 2010 - October 2011
Cole Real Estate Investments October 2003 - October 2010
Commonwealth Financial 1997 - 2003
Education
Arizona State University 1993 — 1997
BS, Economics
Eric Hansen's COMMONWEALTH FINANCIAL Experience July 2006 - July 2007
Job National Planning Corporation at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) May 2011 - Present
LPL Financial January 2010 - May 2011
First Allied Securities October 2008 - January 2010
LPL Financial November 2007 - September 2008
Commonwealth Financial July 2006 - July 2007
Skills
Sales, Strategic Planning, Business Development, Project Management, Asset Management, Marketing, Leadership, Retirement Planning, Sales Management, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2006
Bachelor's Degree, Finance and Financial Management Services
Los Gatos Highschool 1997 — 2001
High School
National Planning Corporation (NPC) May 2011 - Present
LPL Financial January 2010 - May 2011
First Allied Securities October 2008 - January 2010
LPL Financial November 2007 - September 2008
Commonwealth Financial July 2006 - July 2007
Skills
Sales, Strategic Planning, Business Development, Project Management, Asset Management, Marketing, Leadership, Retirement Planning, Sales Management, Microsoft Excel
Education
San Diego State University-California State University 2003 — 2006
Bachelor's Degree, Finance and Financial Management Services
Los Gatos Highschool 1997 — 2001
High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.