Commonwealth Financial Group
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Commonwealth Financial Group Employees
Employee
Years
Job
Industry
Benjamin Zastrow Benjamin Zastrow's Commonwealth Financial Group Experience 2010 - 2010
Job Sr. Financial Analyst at Target
Industry Retail
Experience
Downtown Eyes August 2015 - Present
Target June 2013 - Present
Carlson Consulting Enterprise March 2012 - May 2013
Carlson School of Management September 2011 - May 2013
CHS Inc. March 2012 - September 2012
Commonwealth Financial Group 2010 - 2010
Commonwealth Financial Group 2006 - 2010
Edward Jones Investments 2005 - 2006
Skills
Securities, Business Strategy, Financial Reporting, Strategic Planning, Valuation, Relationship Management, Capital Budgeting, Forecasting, Marketing Strategy, Strategic Financial..., Mergers, Financial Modeling, Financial Analysis, Strategy, Leadership, Analytics
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
University of Wisconsin-Madison 2001 — 2005
B.A.
Downtown Eyes August 2015 - Present
Target June 2013 - Present
Carlson Consulting Enterprise March 2012 - May 2013
Carlson School of Management September 2011 - May 2013
CHS Inc. March 2012 - September 2012
Commonwealth Financial Group 2010 - 2010
Commonwealth Financial Group 2006 - 2010
Edward Jones Investments 2005 - 2006
Skills
Securities, Business Strategy, Financial Reporting, Strategic Planning, Valuation, Relationship Management, Capital Budgeting, Forecasting, Marketing Strategy, Strategic Financial..., Mergers, Financial Modeling, Financial Analysis, Strategy, Leadership, Analytics
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA
University of Wisconsin-Madison 2001 — 2005
B.A.
Emily Schindler's Commonwealth Financial Group Experience September 2012 - March 2014
Job Data Quality Analyst at MIB Group, Inc.
Industry Information Technology and Services
Experience
MIB Group, Inc. March 2014 - Present
Cagney's September 2012 - Present
Commonwealth Financial Group September 2012 - March 2014
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Excel, PowerPoint, Compliance, Securities, reception, Event Planning, Microsoft Word, Insurance, Event Management, Telephone Skills
Education
Curry College 2000 — 2004
Bachelor of Arts (B.A.), Psychology
MIB Group, Inc. March 2014 - Present
Cagney's September 2012 - Present
Commonwealth Financial Group September 2012 - March 2014
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Excel, PowerPoint, Compliance, Securities, reception, Event Planning, Microsoft Word, Insurance, Event Management, Telephone Skills
Education
Curry College 2000 — 2004
Bachelor of Arts (B.A.), Psychology
David Locurcio, LUTCF's Commonwealth Financial Group Experience December 2000 - December 2009
Job Registered Representative at Neubert Financial Services, LLC
Industry Financial Services
Experience
Neubert Financial Services, LLC August 2012 - Present
Prentice Wealth Management December 2009 - July 2012
Commonwealth Financial Group December 2000 - December 2009
Education
Monroe Community College
Rochester Institute of Technology
Neubert Financial Services, LLC August 2012 - Present
Prentice Wealth Management December 2009 - July 2012
Commonwealth Financial Group December 2000 - December 2009
Education
Monroe Community College
Rochester Institute of Technology
Aaron McFadden's Commonwealth Financial Group Experience May 2014 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group May 2014 - Present
Northwestern Mutual October 2011 - April 2014
Education
Bentley University 2007 — 2011
BS, corporate finance and accounting
Commonwealth Financial Group May 2014 - Present
Northwestern Mutual October 2011 - April 2014
Education
Bentley University 2007 — 2011
BS, corporate finance and accounting
Andy (Peter) Mohn Jr. Andy (Peter) Mohn Jr.'s Commonwealth Financial Group Experience August 2015 - Present
Job Associate at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2015 - Present
Robert Half Finance & Accounting February 2015 - March 2015
Bank of America September 2014 - February 2015
UBS Wealth Management 2013 - 2013
Corinthian Yacht Club May 2012 - August 2012
Gravity Fitness May 2011 - August 2011
Skills
Psychology, PowerPoint, Microsoft Excel, Communication, Team Leadership, Organization, Organizational..., Presentations, Negotiation, Social Media, Facebook, Microsoft Word, Customer Service, Client Presentation, Coordination, Mediation, Business Integration, Event Planning, Teamwork, Social Networking, Sales, Public Speaking, Microsoft Office
Education
Champlain College 2010 — 2014
Bachelor's Degree, Industrial and Organizational Psychology
Richmond, The American International University in London 2013 — 2013
Study Abroad Semester, Psychology
Marblehead High School
High School
Commonwealth Financial Group August 2015 - Present
Robert Half Finance & Accounting February 2015 - March 2015
Bank of America September 2014 - February 2015
UBS Wealth Management 2013 - 2013
Corinthian Yacht Club May 2012 - August 2012
Gravity Fitness May 2011 - August 2011
Skills
Psychology, PowerPoint, Microsoft Excel, Communication, Team Leadership, Organization, Organizational..., Presentations, Negotiation, Social Media, Facebook, Microsoft Word, Customer Service, Client Presentation, Coordination, Mediation, Business Integration, Event Planning, Teamwork, Social Networking, Sales, Public Speaking, Microsoft Office
Education
Champlain College 2010 — 2014
Bachelor's Degree, Industrial and Organizational Psychology
Richmond, The American International University in London 2013 — 2013
Study Abroad Semester, Psychology
Marblehead High School
High School
John Mirkin's Commonwealth Financial Group Experience September 2014 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group September 2014 - Present
Market Mentors, LLC December 2013 - August 2014
Skills
PowerPoint, Social Media, Marketing Strategy, Customer Service, Social Networking, Teamwork, Social Media Marketing, Market Research, Time Management, Financial Risk..., Strategic Planning, Financial Planning, Insurance, Commercial Insurance, Long Term Care Insurance, Disability Insurance, Life & Health Insurance..., Investment Strategies
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.)
Commonwealth Financial Group September 2014 - Present
Market Mentors, LLC December 2013 - August 2014
Skills
PowerPoint, Social Media, Marketing Strategy, Customer Service, Social Networking, Teamwork, Social Media Marketing, Market Research, Time Management, Financial Risk..., Strategic Planning, Financial Planning, Insurance, Commercial Insurance, Long Term Care Insurance, Disability Insurance, Life & Health Insurance..., Investment Strategies
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Business Administration (B.B.A.)
Samuel Diarbakerly Samuel Diarbakerly's Commonwealth Financial Group Experience January 2015 - June 2015
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
Commonwealth Financial Group January 2015 - June 2015
The Club at New Seabury May 2013 - August 2014
Dallas Country Club May 2012 - August 2012
Skills
Event Planning, PowerPoint, Leadership, Microsoft Excel, Sales, Marketing, Microsoft Word, Social Media, Event Management, Microsoft Office, Public Speaking, Customer Service, Fundraising, Economics, Financial Services, Life Insurance, Social Media Marketing, Business Intelligence, Cloud Computing, Digital Marketing, Website Creation, Public Relations, Disability Insurance, Long Term Care Insurance, Annuity Sales, Financial Analysis, Financial Planning, Bloomberg Terminal
Education
Mississippi State University 2011 — 2016
Bachelor's Degree, Marketing, Economics
The Gow School 2008 — 2011
High School
Merrill Lynch June 2015 - Present
Commonwealth Financial Group January 2015 - June 2015
The Club at New Seabury May 2013 - August 2014
Dallas Country Club May 2012 - August 2012
Skills
Event Planning, PowerPoint, Leadership, Microsoft Excel, Sales, Marketing, Microsoft Word, Social Media, Event Management, Microsoft Office, Public Speaking, Customer Service, Fundraising, Economics, Financial Services, Life Insurance, Social Media Marketing, Business Intelligence, Cloud Computing, Digital Marketing, Website Creation, Public Relations, Disability Insurance, Long Term Care Insurance, Annuity Sales, Financial Analysis, Financial Planning, Bloomberg Terminal
Education
Mississippi State University 2011 — 2016
Bachelor's Degree, Marketing, Economics
The Gow School 2008 — 2011
High School
Susie L. Light Susie L. Light's Commonwealth Financial Group Experience September 2012 - June 2014
Job Financial Services Representative, Senior Financial Planner at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
MetLife Premier Client Group of Upstate New York, an office of MetLife June 2014 - Present
Commonwealth Financial Group September 2012 - June 2014
Brighton Securities October 2009 - September 2012
Lincoln Financial February 2005 - October 2009
Edward Jones October 2002 - February 2005
A. G. Edwards September 1999 - October 2002
Eastman Kodak May 1988 - September 1999
Education
Rochester Institute of Technology 1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA
Vanessa Santosuosso's Commonwealth Financial Group Experience October 2011 - Present
Job Event Planner Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group October 2011 - Present
Skills
Salesforce.com, Travel, Organization, Sports, Life Coaching, Team Building
Education
Texas Tech University
BS, Human Development and Family Studies
University of Richmond of London 2007 — 2007
Study Abroad - Florence, Italy
University of Virginia - Semester At Sea
Commonwealth Financial Group October 2011 - Present
Skills
Salesforce.com, Travel, Organization, Sports, Life Coaching, Team Building
Education
Texas Tech University
BS, Human Development and Family Studies
University of Richmond of London 2007 — 2007
Study Abroad - Florence, Italy
University of Virginia - Semester At Sea
Courtney Somerville's Commonwealth Financial Group Experience June 2007 - August 2007
Job Forensic Services Manager at PwC
Industry Accounting
Experience
PwC July 2015 - Present
PwC July 2012 - June 2015
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers June 2008 - August 2008
Commonwealth Financial Group June 2007 - August 2007
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Fraud, Financial Risk, CPA, Internal Controls, Microsoft Excel
Education
Bentley University 2009 — 2010
MS, Accountancy
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting; Liberal Studies: Global Perspectives; French
PwC July 2015 - Present
PwC July 2012 - June 2015
PricewaterhouseCoopers August 2009 - June 2012
PricewaterhouseCoopers June 2008 - August 2008
Commonwealth Financial Group June 2007 - August 2007
Merrill Lynch June 2003 - August 2003
Skills
Accounting, Fraud, Financial Risk, CPA, Internal Controls, Microsoft Excel
Education
Bentley University 2009 — 2010
MS, Accountancy
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting; Liberal Studies: Global Perspectives; French
Wes Matthews Wes Matthews's Commonwealth Financial Group Experience June 2014 - Present
Job Strategic Financial Advisor | Business and Personal Planner | Partner at Commonwealth Financial Group
Industry Investment Management
Experience
Commonwealth Financial Group June 2014 - Present
WRM Capital 2006 - Present
Deutsche Bank 2000 - 2006
Merrill Lynch May 1999 - August 1999
Skills
Investment Management, Financial Planning, Asset Allocation, Money Management, Risk Management, Capital Markets, Hedge Funds, Equities, Trading, Fixed Income, Foreign Exchange, Futures, Physics of Price, Risk/Reward Analysis, Median Line Tool, Market Structure, Swing Analysis, Pattern Recognition, Trend Analysis, Volatility Metrics, Bloomberg, Ensign, Portfolio Management, Financial Services, Investments, FX Options, Equity Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Finance
Bates College 1995 — 1996
Economics
Winchester High School 1991 — 1995
Commonwealth Financial Group June 2014 - Present
WRM Capital 2006 - Present
Deutsche Bank 2000 - 2006
Merrill Lynch May 1999 - August 1999
Skills
Investment Management, Financial Planning, Asset Allocation, Money Management, Risk Management, Capital Markets, Hedge Funds, Equities, Trading, Fixed Income, Foreign Exchange, Futures, Physics of Price, Risk/Reward Analysis, Median Line Tool, Market Structure, Swing Analysis, Pattern Recognition, Trend Analysis, Volatility Metrics, Bloomberg, Ensign, Portfolio Management, Financial Services, Investments, FX Options, Equity Trading, Asset Management
Education
Fairfield University 1996 — 2000
Bachelor of Science (BS), Finance
Bates College 1995 — 1996
Economics
Winchester High School 1991 — 1995
Nick Pavia Nick Pavia's Commonwealth Financial Group Experience August 2006 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2006 - Present
Northwestern Mutual August 2005 - August 2006
Skills
Series 7, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Uniform Combined State..., Insurance, Long-term Care, 401k, Series 63, Investments, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial...
Education
College of Charleston 2001 — 2005
Wayne Counrty Day School
Commonwealth Financial Group August 2006 - Present
Northwestern Mutual August 2005 - August 2006
Skills
Series 7, Retirement Planning, Retirement, Fixed Annuities, Estate Planning, Uniform Combined State..., Insurance, Long-term Care, 401k, Series 63, Investments, Wealth Management, Investment Advisory, Mutual Funds, Strategic Financial...
Education
College of Charleston 2001 — 2005
Wayne Counrty Day School
Christopher J. O'Connell Christopher J. O'Connell's Commonwealth Financial Group Experience 1994 - 2000
Job Senior Vice President, Regional Market Executive at Webster Private Bank
Industry Investment Management
Experience
Webster Private Bank June 2015 - Present
Boston Private Bank & Trust Company January 2011 - May 2015
Boston Private Bank & Trust Company June 2001 - January 2011
Baystate Financial Services 2000 - 2001
Commonwealth Financial Group 1994 - 2000
UNICCO Service Company 1991 - 1994
Spaulding & Slye Colliers 1987 - 1991
United States Army, United States/Europe 1981 - 1987
Skills
Asset Managment, Risk Management, Team Building, Strategic Planning, Process Improvement, Due Diligence, Financial Analysis, Mergers, New Business Development, Portfolio Management, Business Development, Project Management, Budgets, Management, Start-ups, Sales, Mergers & Acquisitions, Business Strategy, Asset Management, Program Management, Operations Management, Investments, Change Management, Finance, Management Consulting, Leadership
Education
United States Military Academy at West Point 1977 — 1981
BS, General Engineering
Belmont Hill School 1970 — 1977
HS
U.S. Army Ranger School 1969 — 1970
Babson College 1968 — 1969
The Leadership Institute
U.S. Army Airborne School 1968 — 1969
U.S. Army Pathfinder School 1967 — 1968
U.S. Army Infantry Officer Advance Course 1966 — 1967
U.S. Army Air Defense Artillery Officer Basic Course 1965 — 1966
Webster Private Bank June 2015 - Present
Boston Private Bank & Trust Company January 2011 - May 2015
Boston Private Bank & Trust Company June 2001 - January 2011
Baystate Financial Services 2000 - 2001
Commonwealth Financial Group 1994 - 2000
UNICCO Service Company 1991 - 1994
Spaulding & Slye Colliers 1987 - 1991
United States Army, United States/Europe 1981 - 1987
Skills
Asset Managment, Risk Management, Team Building, Strategic Planning, Process Improvement, Due Diligence, Financial Analysis, Mergers, New Business Development, Portfolio Management, Business Development, Project Management, Budgets, Management, Start-ups, Sales, Mergers & Acquisitions, Business Strategy, Asset Management, Program Management, Operations Management, Investments, Change Management, Finance, Management Consulting, Leadership
Education
United States Military Academy at West Point 1977 — 1981
BS, General Engineering
Belmont Hill School 1970 — 1977
HS
U.S. Army Ranger School 1969 — 1970
Babson College 1968 — 1969
The Leadership Institute
U.S. Army Airborne School 1968 — 1969
U.S. Army Pathfinder School 1967 — 1968
U.S. Army Infantry Officer Advance Course 1966 — 1967
U.S. Army Air Defense Artillery Officer Basic Course 1965 — 1966
Maria Sanjurjo Takacs's Commonwealth Financial Group Experience January 1994 - April 1996
Job Spanish Teacher at The Pennfield School
Industry Primary/Secondary Education
Experience
The Pennfield School August 2011 - Present
Self Employed August 1993 - August 2011
Commonwealth Financial Group January 1994 - April 1996
Investor's Business Daily 1991 - 1993
Skills
Language Teaching, Marketing, Spanish, Market Research, Marketing Strategy, Marketing Research, Lead Generation, ESL, Tutoring, Teaching English as a..., Classroom, Foreign Languages, Lesson Planning, Educational Technology, Teacher Training, International Education, Educational Leadership, Classroom Management, Translation, Teaching
Education
Colegio Espíritu Santo
Universidad de Puerto Rico
Bachelor of Business Administration (BBA), Marketing
The Pennfield School August 2011 - Present
Self Employed August 1993 - August 2011
Commonwealth Financial Group January 1994 - April 1996
Investor's Business Daily 1991 - 1993
Skills
Language Teaching, Marketing, Spanish, Market Research, Marketing Strategy, Marketing Research, Lead Generation, ESL, Tutoring, Teaching English as a..., Classroom, Foreign Languages, Lesson Planning, Educational Technology, Teacher Training, International Education, Educational Leadership, Classroom Management, Translation, Teaching
Education
Colegio Espíritu Santo
Universidad de Puerto Rico
Bachelor of Business Administration (BBA), Marketing
Linda Jenson Linda Jenson's Commonwealth Financial Group Experience April 1990 - February 1995
Job Registered Sales Assistant at Baystate Financial Services
Industry Financial Services
Experience
Baystate Financial Services November 1999 - Present
Paine Webber February 1995 - November 1999
Commonwealth Financial Group April 1990 - February 1995
Skills
Series 7, Series 63, Investments, Securities, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
University of Missouri-Columbia
Baystate Financial Services November 1999 - Present
Paine Webber February 1995 - November 1999
Commonwealth Financial Group April 1990 - February 1995
Skills
Series 7, Series 63, Investments, Securities, Retirement Planning, Wealth Management, Retirement, Mutual Funds, Insurance, Financial Advisory, Fixed Annuities
Education
University of Missouri-Columbia
Gregory Perullo Gregory Perullo's Commonwealth Financial Group Experience June 2010 - Present
Job Operations
Industry Financial Services
Experience
Commonwealth Financial Group June 2010 - Present
Charter Oak Insurance and Financial Services November 2007 - June 2010
Salon Capri Incorporated January 2005 - November 2007
Charter Oak Insurance and Financial Services November 2003 - January 2005
Skills
Series 7, Series 66, Series 24, Life Accident Health..., Investments, Securities, Series 63, Mutual Funds, Retirement, Financial Services, Strategic Financial..., Retirement Planning, Fixed Annuities, FINRA, 401k, Series 6, Uniform Combined State...
Education
USMC 1991 — 1995
Infantry Rifleman, 0311
Milton High School
UMass Boston
Commonwealth Financial Group June 2010 - Present
Charter Oak Insurance and Financial Services November 2007 - June 2010
Salon Capri Incorporated January 2005 - November 2007
Charter Oak Insurance and Financial Services November 2003 - January 2005
Skills
Series 7, Series 66, Series 24, Life Accident Health..., Investments, Securities, Series 63, Mutual Funds, Retirement, Financial Services, Strategic Financial..., Retirement Planning, Fixed Annuities, FINRA, 401k, Series 6, Uniform Combined State...
Education
USMC 1991 — 1995
Infantry Rifleman, 0311
Milton High School
UMass Boston
Bart F. Carr, CFP®, CRPC® Bart F. Carr, CFP®, CRPC®'s Commonwealth Financial Group Experience 1972 - 1994
Job CarrThaxton Financial Group
Industry Investment Management
Experience
CarrThaxton Financial Group 1995 - Present
Commonwealth Financial Group 1972 - 1994
U.S. ARMY 1969 - 1971
Education
College for Financial Planning 1988 — 1988
CFP, Financial Planning
University of New Jersey 1967 — 1969
Masters, Education
Canisius College 1963 — 1967
Bachelor, Political Science
CarrThaxton Financial Group 1995 - Present
Commonwealth Financial Group 1972 - 1994
U.S. ARMY 1969 - 1971
Education
College for Financial Planning 1988 — 1988
CFP, Financial Planning
University of New Jersey 1967 — 1969
Masters, Education
Canisius College 1963 — 1967
Bachelor, Political Science
Andrew Fanikos Andrew Fanikos's Commonwealth Financial Group Experience September 2014 - March 2015
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS April 2015 - Present
Commonwealth Financial Group September 2014 - March 2015
ARC of the South Shore June 2013 - August 2013
Skills
Public Speaking, Leadership, Editing, Oral History, Customer Service, Social Networking, Data Analysis, Blogging
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (BA), History; Peace and Conflict Studies
Catholic Memorial School 2006 — 2010
UBS April 2015 - Present
Commonwealth Financial Group September 2014 - March 2015
ARC of the South Shore June 2013 - August 2013
Skills
Public Speaking, Leadership, Editing, Oral History, Customer Service, Social Networking, Data Analysis, Blogging
Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (BA), History; Peace and Conflict Studies
Catholic Memorial School 2006 — 2010
Jared Lloyd Jared Lloyd's Commonwealth Financial Group Experience June 2008 - January 2011
Job Sr. Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
John Hancock Financial Services January 2015 - Present
Eze Software Group June 2014 - November 2014
Brown Brothers Harriman January 2013 - June 2014
Brown Brothers Harriman June 2012 - January 2013
Isovera Inc. June 2011 - February 2012
Commonwealth Financial Group June 2008 - January 2011
Skills
Series 6, Life & Health Insurance..., PowerPoint, Microsoft Excel, Management, Financial Analysis, Marketing, Excel, Microsoft Office, Bloomberg, Morningstar, Python, French, Drupal
Education
College of the Holy Cross 2008 — 2012
Political Science, Political Science and Government
Christopher McAuley Christopher McAuley's Commonwealth Financial Group Experience 1997 - 1999
Job VP Distribution Operations at SBLI of Massachusetts
Industry Insurance
Experience
SBLI of Massachusetts January 2015 - Present
SBLI of Massachusetts January 2011 - December 2014
SBLI of Massachusetts April 2007 - December 2010
Aviva USA December 1999 - March 2007
Commonwealth Financial Group 1997 - 1999
Baystate Financial Services 1987 - 1997
USMC 1988 - 1992
Skills
Annuities, Term Life Insurance, Team Building, Customer Relations, Insurance, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Leadership, Customer Service, Management, Brokers, Employee Benefits, Training, Health Insurance, Sales Operations, Disability Insurance, Financial Services, Risk Management, Retirement Planning, Long-term Care, Underwriting, Whole Life
Education
Boston University Center for Professional Education 2004 — 2006
Certificate, Financial Planning
Anna Maria College 1999 — 2003
Business Management
Quincy College 1995 — 1999
Associate, Business
Braintree High School
SBLI of Massachusetts January 2015 - Present
SBLI of Massachusetts January 2011 - December 2014
SBLI of Massachusetts April 2007 - December 2010
Aviva USA December 1999 - March 2007
Commonwealth Financial Group 1997 - 1999
Baystate Financial Services 1987 - 1997
USMC 1988 - 1992
Skills
Annuities, Term Life Insurance, Team Building, Customer Relations, Insurance, Retirement, Estate Planning, Fixed Annuities, Life Insurance, Leadership, Customer Service, Management, Brokers, Employee Benefits, Training, Health Insurance, Sales Operations, Disability Insurance, Financial Services, Risk Management, Retirement Planning, Long-term Care, Underwriting, Whole Life
Education
Boston University Center for Professional Education 2004 — 2006
Certificate, Financial Planning
Anna Maria College 1999 — 2003
Business Management
Quincy College 1995 — 1999
Associate, Business
Braintree High School
J.J. Friend's Commonwealth Financial Group Experience March 2003 - July 2006
Job Account Executive at Chase Paymentech
Industry Financial Services
Experience
Chase Paymentech August 2010 - Present
One-on-One Learning August 2008 - April 2010
Indymac Bank September 2007 - August 2008
Bank of America August 2006 - September 2007
Commonwealth Financial Group March 2003 - July 2006
Skills
Leadership, Coaching, Business Development, Sales, Strategy, B2B, B2C, Customer Retention, Microsoft Office, Program Management, Salesforce.com, Strategic Partnerships, Customer Service, Relationship Management
Education
University of Central Florida 1996 — 2001
Bachelor of Arts (BA), Organizational Communication
Chase Paymentech August 2010 - Present
One-on-One Learning August 2008 - April 2010
Indymac Bank September 2007 - August 2008
Bank of America August 2006 - September 2007
Commonwealth Financial Group March 2003 - July 2006
Skills
Leadership, Coaching, Business Development, Sales, Strategy, B2B, B2C, Customer Retention, Microsoft Office, Program Management, Salesforce.com, Strategic Partnerships, Customer Service, Relationship Management
Education
University of Central Florida 1996 — 2001
Bachelor of Arts (BA), Organizational Communication
Joe Gilligan Joe Gilligan's Commonwealth Financial Group Experience 1999 - 2001
Job Hello!
Industry Hospital & Health Care
Experience
American HomePatient July 2011 - Present
Spartanburg Regional Healthcare System November 2009 - Present
Advanced Technology Services 2006 - February 2009
Eaton 2003 - 2006
Blackbaud 2001 - 2003
Commonwealth Financial Group 1999 - 2001
Skills
Business Development, Sales, Account Management, New Business Development, Marketing, Sales Presentations, Leadership, Management, Sales Operations, Team Building, Customer Service, Negotiation
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
B.A, Business, Marketing
American HomePatient July 2011 - Present
Spartanburg Regional Healthcare System November 2009 - Present
Advanced Technology Services 2006 - February 2009
Eaton 2003 - 2006
Blackbaud 2001 - 2003
Commonwealth Financial Group 1999 - 2001
Skills
Business Development, Sales, Account Management, New Business Development, Marketing, Sales Presentations, Leadership, Management, Sales Operations, Team Building, Customer Service, Negotiation
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
B.A, Business, Marketing
Matthew Cote Matthew Cote's Commonwealth Financial Group Experience 2008 - 2008
Job Associate Editor at Skyword Inc.
Industry Writing and Editing
Experience
Skyword Inc. December 2013 - Present
Skyword Inc. December 2013 - August 2015
Cell Press August 2013 - December 2013
Pearson Custom Publishing October 2010 - August 2012
Commonwealth Financial Group 2008 - 2008
Sunlife Financial June 2006 - December 2006
Skills
Content Management, FileMaker, Proofreading, Editing, Copy Editing, Technical Writing, Blogging, Web Content, Publishing, Copywriting, Adobe Acrobat
Education
Northeastern University 2015 — 2017
Master’s Degree, English
Northeastern University 2004 — 2009
Bachelor of Arts, English, Philosophy
Northeastern University 2004 — 2009
Bachelor's degree, English Language and Literature/Letters
Skyword Inc. December 2013 - Present
Skyword Inc. December 2013 - August 2015
Cell Press August 2013 - December 2013
Pearson Custom Publishing October 2010 - August 2012
Commonwealth Financial Group 2008 - 2008
Sunlife Financial June 2006 - December 2006
Skills
Content Management, FileMaker, Proofreading, Editing, Copy Editing, Technical Writing, Blogging, Web Content, Publishing, Copywriting, Adobe Acrobat
Education
Northeastern University 2015 — 2017
Master’s Degree, English
Northeastern University 2004 — 2009
Bachelor of Arts, English, Philosophy
Northeastern University 2004 — 2009
Bachelor's degree, English Language and Literature/Letters
Michele Bealer Michele Bealer's Commonwealth Financial Group Experience 2003 - 2004
Job Financial Analyst at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. January 2013 - Present
Fine Wine Collections, Inc September 2011 - August 2012
Kensington Capital Holdings, LLC January 2009 - September 2011
Credit Suisse February 2005 - January 2009
Lehman Brothers March 2004 - February 2005
Commonwealth Financial Group 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, S-1, Revenue Recognition, Budget Models, Microsoft Excel, Vlookup, Treasury Services, Family Office, Private Equity, Private Equity Funding, Cash Flow Forecasting, Cash Flow Reporting, Manager Selection, Absolute Return, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
Masters, Finance
Fairfield University 1995 — 1999
Bachelor of Arts, Psychology
Carlson Capital, L.P. January 2013 - Present
Fine Wine Collections, Inc September 2011 - August 2012
Kensington Capital Holdings, LLC January 2009 - September 2011
Credit Suisse February 2005 - January 2009
Lehman Brothers March 2004 - February 2005
Commonwealth Financial Group 2003 - 2004
Skills
Financial Analysis, Financial Modeling, Financial Reporting, SEC filings, S-1, Revenue Recognition, Budget Models, Microsoft Excel, Vlookup, Treasury Services, Family Office, Private Equity, Private Equity Funding, Cash Flow Forecasting, Cash Flow Reporting, Manager Selection, Absolute Return, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
Masters, Finance
Fairfield University 1995 — 1999
Bachelor of Arts, Psychology
Sebastiano (Sam) Lisi Sebastiano (Sam) Lisi's Commonwealth Financial Group Experience November 2003 - January 2015
Job Financial Advisor, Financial Services Representative at MetLife Premier Client Group of the Carolinas
Industry Financial Services
Experience
MetLife Premier Client Group of the Carolinas an office of MetLife January 2015 - Present
Commonwealth Financial Group November 2003 - January 2015
Edward Jones October 2001 - November 2003
Education
The Citadel 2001 — 2001
The Citadel 1997 — 2001
Bacholer of Science, Business Administration
The Citadel 1997 — 2001
Business Administration, Business
MetLife Premier Client Group of the Carolinas an office of MetLife January 2015 - Present
Commonwealth Financial Group November 2003 - January 2015
Edward Jones October 2001 - November 2003
Education
The Citadel 2001 — 2001
The Citadel 1997 — 2001
Bacholer of Science, Business Administration
The Citadel 1997 — 2001
Business Administration, Business
Liz Liebig Liz Liebig's Commonwealth Financial Group Experience February 1986 - September 1990
Job Branch Manager at Supreme Lending #796 NMLS113259
Industry Financial Services
Experience
Supreme Lending February 2007 - Present
Summit Mortgage Corp December 2005 - January 2007
American Home Mortgage November 2003 - November 2005
Countrywide Home Loans March 2003 - November 2003
Summit Mortgage Corporation March 2000 - March 2003
Prinicpal Residential Mortgage September 1990 - March 2000
Commonwealth Financial Group February 1986 - September 1990
Skills
USDA, VA, Conventional, FHA, Refinance, Mortgage Lending, Mortgage Industry, First Time Home Buyers, Mortgage, Reverse Mortgages, Mortgage Banking, Residential, Credit, Real Estate, Investment Properties, Purchase, VA loans, Loan Origination, Finance
Education
Houston Community College 1981 — 1983
English, Spanish
Supreme Lending February 2007 - Present
Summit Mortgage Corp December 2005 - January 2007
American Home Mortgage November 2003 - November 2005
Countrywide Home Loans March 2003 - November 2003
Summit Mortgage Corporation March 2000 - March 2003
Prinicpal Residential Mortgage September 1990 - March 2000
Commonwealth Financial Group February 1986 - September 1990
Skills
USDA, VA, Conventional, FHA, Refinance, Mortgage Lending, Mortgage Industry, First Time Home Buyers, Mortgage, Reverse Mortgages, Mortgage Banking, Residential, Credit, Real Estate, Investment Properties, Purchase, VA loans, Loan Origination, Finance
Education
Houston Community College 1981 — 1983
English, Spanish
Leonard A. Bedell Leonard A. Bedell's Commonwealth Financial Group Experience January 1982 - December 1988
Job Houston AISC Certifed Steel Fabrication Company
Industry Executive Office
Experience
Mobil Steel International, Inc. dba Mobil Steel Fabricators November 2005 - Present
Texas A & M University-Kingsville Foundation, Inc. October 2008 - Present
Associated Builders & Contractors-Greater Houston Chapter January 2012 - Present
AllPoints Services July 2002 - March 2005
Reddy Ice January 1997 - June 2002
Live Oak Capital January 1995 - January 1997
American Medical Technologies, Inc September 1990 - March 1995
Commonwealth Financial Group January 1982 - December 1988
Kenneth Leventhal & Co January 1979 - September 1981
American General Insurance June 1976 - January 1979
Skills
Executive Management, Expert Witness, Turnaround Experience, Mergers, Leadership, Real Estate, Business Development, Accounting, Managerial Finance, Real Estate Development, Strategic Planning, Construction, Budgets, Non-profits, Team Building, Contract Negotiation, Nonprofits, Management, Management Consulting, Mergers & Acquisitions, Financial Reporting, Staff Development, Manufacturing, Leadership Development, Financial Analysis, Training, Public Speaking, New Business Development, Business Planning, Project Planning, Start-ups
Education
Texas A & I University (Now Texas A & M University-Kingsville) 1966 — 1968
Bachelor’s Degree, Accounting and Finance
Del Mar College 1963 — 1966
AA, Business
W. B. Ray High School 1960 — 1963
Graduated from High School
Mobil Steel International, Inc. dba Mobil Steel Fabricators November 2005 - Present
Texas A & M University-Kingsville Foundation, Inc. October 2008 - Present
Associated Builders & Contractors-Greater Houston Chapter January 2012 - Present
AllPoints Services July 2002 - March 2005
Reddy Ice January 1997 - June 2002
Live Oak Capital January 1995 - January 1997
American Medical Technologies, Inc September 1990 - March 1995
Commonwealth Financial Group January 1982 - December 1988
Kenneth Leventhal & Co January 1979 - September 1981
American General Insurance June 1976 - January 1979
Skills
Executive Management, Expert Witness, Turnaround Experience, Mergers, Leadership, Real Estate, Business Development, Accounting, Managerial Finance, Real Estate Development, Strategic Planning, Construction, Budgets, Non-profits, Team Building, Contract Negotiation, Nonprofits, Management, Management Consulting, Mergers & Acquisitions, Financial Reporting, Staff Development, Manufacturing, Leadership Development, Financial Analysis, Training, Public Speaking, New Business Development, Business Planning, Project Planning, Start-ups
Education
Texas A & I University (Now Texas A & M University-Kingsville) 1966 — 1968
Bachelor’s Degree, Accounting and Finance
Del Mar College 1963 — 1966
AA, Business
W. B. Ray High School 1960 — 1963
Graduated from High School
Mark Maiocca (LION) Mark Maiocca (LION)'s Commonwealth Financial Group Experience 2009 - 2010
Job Sales Manager/Mortgage Originator at Sage Bank
Industry Financial Services
Experience
Sage Bank (Formerly Omega Mortgage) August 2011 - Present
Mortgage Network/Maiocca Consulting LLC April 2008 - August 2011
Commonwealth Financial Group 2009 - 2010
Bank of America May 2008 - July 2008
Countrywide Home Loans June 2002 - June 2008
Washington Mutual April 2002 - June 2002
North American Mortgage Compant February 1998 - March 2002
Commonwealth of Massachusetts October 1993 - December 1997
Skills
Sellers, Accountants, Mortgage, Loans, First Time Home Buyers, Financial advisors, Cross Selling, Referrals, Public Speaking, Mortgage Lending, Financial Advisory, Lead Generation, Commercial Mortgages, Condos, Credit, FHA, FHA financing, Finance, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Investors, Loan Origination, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Real Estate, Real Estate Financing, Real Estate Transactions, Refinance, Residential Homes, Residential Mortgages, Reverse Mortgages, Sales, Selling, Short Sales, Training, USDA, Underwriting, VA loans, Certified Mortgage..., FHA Financing
Education
University of Massachusetts, Amherst 1990 — 1993
Bachelor's degree, legal studies
University of Massachusetts at Amherst 1989 — 1993
Bachelor of Science (BS), Law
Quinsigamond Community College 1989 — 1991
Associates, Liberal Arts
Worcester Academy 1987 — 1988
Post Graduate, Post Graduate
Newton South High School 1984 — 1987
High School, High School
Charles E. Brown Junior High School 1982 — 1983
Junior High, Junior High
Bowen School 1975 — 1981
Elementary School, Elementary School
Sage Bank (Formerly Omega Mortgage) August 2011 - Present
Mortgage Network/Maiocca Consulting LLC April 2008 - August 2011
Commonwealth Financial Group 2009 - 2010
Bank of America May 2008 - July 2008
Countrywide Home Loans June 2002 - June 2008
Washington Mutual April 2002 - June 2002
North American Mortgage Compant February 1998 - March 2002
Commonwealth of Massachusetts October 1993 - December 1997
Skills
Sellers, Accountants, Mortgage, Loans, First Time Home Buyers, Financial advisors, Cross Selling, Referrals, Public Speaking, Mortgage Lending, Financial Advisory, Lead Generation, Commercial Mortgages, Condos, Credit, FHA, FHA financing, Finance, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Investors, Loan Origination, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Marketing, Mortgage Underwriting, Real Estate, Real Estate Financing, Real Estate Transactions, Refinance, Residential Homes, Residential Mortgages, Reverse Mortgages, Sales, Selling, Short Sales, Training, USDA, Underwriting, VA loans, Certified Mortgage..., FHA Financing
Education
University of Massachusetts, Amherst 1990 — 1993
Bachelor's degree, legal studies
University of Massachusetts at Amherst 1989 — 1993
Bachelor of Science (BS), Law
Quinsigamond Community College 1989 — 1991
Associates, Liberal Arts
Worcester Academy 1987 — 1988
Post Graduate, Post Graduate
Newton South High School 1984 — 1987
High School, High School
Charles E. Brown Junior High School 1982 — 1983
Junior High, Junior High
Bowen School 1975 — 1981
Elementary School, Elementary School
S. Reed Doepke S. Reed Doepke's Commonwealth Financial Group Experience November 2006 - June 2012
Job Experienced Financial Professional
Industry Accounting
Experience
Commonwealth Financial Group November 2006 - June 2012
AvalonBay Communities August 2006 - December 2006
AvalonBay Communities, Inc. September 2000 - July 2006
Teleglobe May 1996 - September 2000
Hyatt Fair Lakes June 1995 - May 1996
Hyatt Regency Hilton Head Resort February 1992 - June 1995
Skills
Accounts Payable, Accounts Receivable, Budgets, Payroll, Leadership, Customer Service, Management, Systems Analysis, Cash Management, Personal Financial..., General Ledger, Finance, PeopleSoft, Financial Analysis
Education
Strayer University (VA) 1997 — 2000
Master of Science (MS), Business Administration and Management, General
Grand Valley State University 1987 — 1992
Bachelor's Degree, Hospitality & Tourism Management
Commonwealth Financial Group November 2006 - June 2012
AvalonBay Communities August 2006 - December 2006
AvalonBay Communities, Inc. September 2000 - July 2006
Teleglobe May 1996 - September 2000
Hyatt Fair Lakes June 1995 - May 1996
Hyatt Regency Hilton Head Resort February 1992 - June 1995
Skills
Accounts Payable, Accounts Receivable, Budgets, Payroll, Leadership, Customer Service, Management, Systems Analysis, Cash Management, Personal Financial..., General Ledger, Finance, PeopleSoft, Financial Analysis
Education
Strayer University (VA) 1997 — 2000
Master of Science (MS), Business Administration and Management, General
Grand Valley State University 1987 — 1992
Bachelor's Degree, Hospitality & Tourism Management
Rick Gauntlett's Commonwealth Financial Group Experience 2002 - 2008
Job President, All Points Financial & Insurance Services
Industry Financial Services
Experience
All Points Financial & Insurance Services October 2002 - Present
MassMutual Financial Group 2011 - 2011
Commonwealth Financial Group 2002 - 2008
EMC 1985 - 1989
Education
Boston University 1984 — 1985
Boston University Questrom School of Business 1980 — 1984
All Points Financial & Insurance Services October 2002 - Present
MassMutual Financial Group 2011 - 2011
Commonwealth Financial Group 2002 - 2008
EMC 1985 - 1989
Education
Boston University 1984 — 1985
Boston University Questrom School of Business 1980 — 1984
Robert M. Mustard, Jr. Robert M. Mustard, Jr.'s Commonwealth Financial Group Experience October 2010 - November 2011
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2011 - Present
Plymouth Aircraft Sales June 2006 - December 2011
Commonwealth Financial Group October 2010 - November 2011
Baystate Financial Services November 2007 - September 2010
Eastward Ho! CC 1960 - 2010
Mass Mutual May 2005 - October 2007
LoanSnap.com October 2004 - April 2005
Wonder Pizza 2004 - 2004
Sentient Jet 2000 - 2004
eBizJets/Sentient Jet 1999 - 2003
Skills
Aviation, Commercial Pilot, Financial Planning, Risk Management, Estate Planning, Business Planning, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Start-ups, Business Strategy, Strategic Planning, Analysis, Mortgage Lending, Asset Management, Commercial Aviation, Finance, Business Development, Training, Investments, Portfolio Management, Strategy, Sales, Financial Modeling, Financial Analysis, Marketing, Securities, Mutual Funds
Education
Arizona State University 1975 — 1976
Dartmouth College 1967 — 1971
B.A.
Berkshire School 1964 — 1967
Wellesley High School 1963 — 1966
New York Life Insurance Company December 2011 - Present
Plymouth Aircraft Sales June 2006 - December 2011
Commonwealth Financial Group October 2010 - November 2011
Baystate Financial Services November 2007 - September 2010
Eastward Ho! CC 1960 - 2010
Mass Mutual May 2005 - October 2007
LoanSnap.com October 2004 - April 2005
Wonder Pizza 2004 - 2004
Sentient Jet 2000 - 2004
eBizJets/Sentient Jet 1999 - 2003
Skills
Aviation, Commercial Pilot, Financial Planning, Risk Management, Estate Planning, Business Planning, Retirement Planning, Insurance, Strategic Financial..., Financial Services, Start-ups, Business Strategy, Strategic Planning, Analysis, Mortgage Lending, Asset Management, Commercial Aviation, Finance, Business Development, Training, Investments, Portfolio Management, Strategy, Sales, Financial Modeling, Financial Analysis, Marketing, Securities, Mutual Funds
Education
Arizona State University 1975 — 1976
Dartmouth College 1967 — 1971
B.A.
Berkshire School 1964 — 1967
Wellesley High School 1963 — 1966
Michael Heberlein Michael Heberlein's Commonwealth Financial Group Experience June 2014 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2014 - Present
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees 2013 - 2014
Trenton Titans, ECHL Affiliate of the Philadelphia Flyers 2011 - 2013
Teach for America 2010 - 2011
Alli, Alliance of Action Sports 2009 - 2010
Amherst Regional High School 2007 - 2010
University of Massachusetts Amherst 2007 - 2008
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Dual Degree in Finance & Sport Management
Hispano Continental Language Institute - Salamanca, Spain 2007 — 2007
Spanish Language
Baldwin Senior High School 2002 — 2006
Commonwealth Financial Group June 2014 - Present
Trenton Thunder Baseball Club, AA Affiliate of the New York Yankees 2013 - 2014
Trenton Titans, ECHL Affiliate of the Philadelphia Flyers 2011 - 2013
Teach for America 2010 - 2011
Alli, Alliance of Action Sports 2009 - 2010
Amherst Regional High School 2007 - 2010
University of Massachusetts Amherst 2007 - 2008
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Dual Degree in Finance & Sport Management
Hispano Continental Language Institute - Salamanca, Spain 2007 — 2007
Spanish Language
Baldwin Senior High School 2002 — 2006
Daniel Grenier's Commonwealth Financial Group Experience June 2014 - Present
Job Financial Services Associate at Commonweatlh Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2014 - Present
Westport Capital Markets, LLC May 2014 - August 2014
CharterCARE Health Partners January 2014 - May 2014
DePanfilis & Vallerie LLC May 2012 - December 2013
Schmitt Bros Contracting June 2012 - August 2012
Skills
Financial Services, Financial Planning, Financial Modeling, Disability Insurance, Risk Management, Fixed Annuities, Life Insurance, Retirement, Health Insurance, Employee Benefits, Long-term Care, Whole Life, Term Life Insurance, Insurance, Public Speaking, Research, Social Networking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Customer Service, Program Management
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Finance, General, Senior
Danbury High School
Providence College
BS, Finance
Commonwealth Financial Group June 2014 - Present
Westport Capital Markets, LLC May 2014 - August 2014
CharterCARE Health Partners January 2014 - May 2014
DePanfilis & Vallerie LLC May 2012 - December 2013
Schmitt Bros Contracting June 2012 - August 2012
Skills
Financial Services, Financial Planning, Financial Modeling, Disability Insurance, Risk Management, Fixed Annuities, Life Insurance, Retirement, Health Insurance, Employee Benefits, Long-term Care, Whole Life, Term Life Insurance, Insurance, Public Speaking, Research, Social Networking, PowerPoint, Teamwork, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Customer Service, Program Management
Education
Providence College 2011 — 2015
Bachelor of Science (BS), Finance, General, Senior
Danbury High School
Providence College
BS, Finance
Eric Spindt Eric Spindt's Commonwealth Financial Group Experience September 2014 - Present
Job Managing Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group September 2014 - Present
MassMutual Financial Group July 2011 - August 2014
Baystate Financial Services/ Strategic Financial Partners January 2004 - July 2011
Wachovia Securities, LLC January 2001 - December 2002
Prudential Financial August 1998 - January 2001
Skills
Networking, Management, Asset Management, Retirement Planning, Series 7, Financial Planners, Financial Services, Finance, Retirement, Wealth Accumulation, Series 6, Long Term Care Insurance
Education
Brandeis University 1994 — 1998
The American College
Commonwealth Financial Group September 2014 - Present
MassMutual Financial Group July 2011 - August 2014
Baystate Financial Services/ Strategic Financial Partners January 2004 - July 2011
Wachovia Securities, LLC January 2001 - December 2002
Prudential Financial August 1998 - January 2001
Skills
Networking, Management, Asset Management, Retirement Planning, Series 7, Financial Planners, Financial Services, Finance, Retirement, Wealth Accumulation, Series 6, Long Term Care Insurance
Education
Brandeis University 1994 — 1998
The American College
Stephen R. Johnson CLU®, CLTC's Commonwealth Financial Group Experience April 2014 - Present
Job Partner / Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group April 2014 - Present
Northwestern Mutual August 2009 - April 2014
Northwestern Mutual December 2004 - August 2009
Skills
Retirement, Investments, Securities, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Planning, Risk Management, Executive Compensation..., Financial Analysis, Wealth Accumulation, Employee Benefits, Business Analysis, Insurance, Disability Insurance, Long-term Care, Non-Qualified Deferred..., Succession Planning
Education
Western New England College
BSBA, Finance
The American College
CLU®
Commonwealth Financial Group April 2014 - Present
Northwestern Mutual August 2009 - April 2014
Northwestern Mutual December 2004 - August 2009
Skills
Retirement, Investments, Securities, Finance, Portfolio Management, Retirement Planning, Mutual Funds, Strategic Planning, Risk Management, Executive Compensation..., Financial Analysis, Wealth Accumulation, Employee Benefits, Business Analysis, Insurance, Disability Insurance, Long-term Care, Non-Qualified Deferred..., Succession Planning
Education
Western New England College
BSBA, Finance
The American College
CLU®
Nathaniel Proto's Commonwealth Financial Group Experience January 2015 - May 2015
Job Business Management Intern at The United Illuminating Company
Industry Utilities
Experience
Stonehill College August 2013 - Present
The United Illuminating Company May 2015 - August 2015
Commonwealth Financial Group January 2015 - May 2015
The Campus Agency September 2014 - December 2014
Wallingford Country Club June 2012 - August 2014
The Proto Group May 2013 - June 2013
Beaumont Bedding Farm June 2010 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Accounting, Social Networking, Public Speaking, Communication, Analysis, Customer Service, Research, Team Leadership, Organization Skills
Education
Stonehill College 2013 — 2017
Candidate for Bachelor of Science in Business Administration, Accounting and Finance
Stonehill College August 2013 - Present
The United Illuminating Company May 2015 - August 2015
Commonwealth Financial Group January 2015 - May 2015
The Campus Agency September 2014 - December 2014
Wallingford Country Club June 2012 - August 2014
The Proto Group May 2013 - June 2013
Beaumont Bedding Farm June 2010 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Microsoft Word, Accounting, Social Networking, Public Speaking, Communication, Analysis, Customer Service, Research, Team Leadership, Organization Skills
Education
Stonehill College 2013 — 2017
Candidate for Bachelor of Science in Business Administration, Accounting and Finance
Tim Cooney, CLU, ChFC Tim Cooney, CLU, ChFC's Commonwealth Financial Group Experience October 2006 - December 2011
Job Financial Services Rep, CLU, ChFC at Allstate Financial
Industry Financial Services
Experience
Allstate December 2011 - Present
Sound Financial Strategies, LLC October 2006 - Present
Commonwealth Financial Group October 2006 - December 2011
MassMutual Financial Group October 2006 - December 2011
John Hancock November 1997 - September 2006
Skills
Strategic Financial..., Insurance Planning, Investments, Fixed Annuities, Retirement, Portfolio Management, Financial Services, Financial Planners, Small Business, IRAs, Disability Insurance, Risk Management, Retirement Planning, Mutual Funds, Long Term Care Insurance, 401k, Estate Planning, Finance, Securities, Term Life Insurance, Long-term Care, Life Insurance, Wealth Management, Series 7, Financial Planning
Education
The American College 2009 — 2010
ChFC, CLU, Financial Services
University of Massachusetts Dartmouth 1991 — 1995
Bachelor Of Science, Computer Information Systems
Allstate December 2011 - Present
Sound Financial Strategies, LLC October 2006 - Present
Commonwealth Financial Group October 2006 - December 2011
MassMutual Financial Group October 2006 - December 2011
John Hancock November 1997 - September 2006
Skills
Strategic Financial..., Insurance Planning, Investments, Fixed Annuities, Retirement, Portfolio Management, Financial Services, Financial Planners, Small Business, IRAs, Disability Insurance, Risk Management, Retirement Planning, Mutual Funds, Long Term Care Insurance, 401k, Estate Planning, Finance, Securities, Term Life Insurance, Long-term Care, Life Insurance, Wealth Management, Series 7, Financial Planning
Education
The American College 2009 — 2010
ChFC, CLU, Financial Services
University of Massachusetts Dartmouth 1991 — 1995
Bachelor Of Science, Computer Information Systems
James Masur James Masur's Commonwealth Financial Group Experience May 2012 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group May 2012 - Present
Mass Mutual April 2011 - April 2012
Babson Capital Management 2003 - April 2011
Zurich Scudder Investments/Deutsche Bank 1997 - 2003
The Boston Company/Mellon Bank 1989 - 1997
Skills
Asset Management, Investments, Mutual Funds, Equities, Finance, Alternative Investments, Asset Managment, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
The University of Connecticut 1978 — 1982
BS, Accounting
Commonwealth Financial Group May 2012 - Present
Mass Mutual April 2011 - April 2012
Babson Capital Management 2003 - April 2011
Zurich Scudder Investments/Deutsche Bank 1997 - 2003
The Boston Company/Mellon Bank 1989 - 1997
Skills
Asset Management, Investments, Mutual Funds, Equities, Finance, Alternative Investments, Asset Managment, Financial Analysis, Hedge Funds, Mergers & Acquisitions, Portfolio Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1991
MBA
The University of Connecticut 1978 — 1982
BS, Accounting
Emilie Booth Emilie Booth's Commonwealth Financial Group Experience January 1984 - January 1988
Job Owner at Booth & Associates
Industry Human Resources
Experience
Booth & Associates January 1989 - Present
Commonwealth Financial Group January 1984 - January 1988
Korn Ferry International May 1981 - January 1984
Skills
Leadership Development, Employee Relations, Recruiting, Human Resources, Executive Coaching, Employee Training, Team Building, Talent Management, Management Consulting, Training, Talent Acquisition, Public Speaking, Personal Development, Onboarding, Change Management, Strategy, Succession Planning, Personnel Management, Organizational..., Deferred Compensation, Performance Management, Staff Development, Coaching, Organizational..., HR Consulting, Employee Engagement, Executive Search, Organizational Design, Employee Benefits, Management, Technical Recruiting, Workforce Planning, Interviews, Career Development, College Recruiting, Consulting, Applicant Tracking..., Workshop Facilitation, Strategic Planning, Leadership, Job Descriptions, Program Management, Management Development
Education
University of Houston 1978 — 1980
Masters, Curriculum Design and Development
The University of Texas at Austin 1967 — 1971
Bachelor of Science (B.S.), Fashion Merchandising
Booth & Associates January 1989 - Present
Commonwealth Financial Group January 1984 - January 1988
Korn Ferry International May 1981 - January 1984
Skills
Leadership Development, Employee Relations, Recruiting, Human Resources, Executive Coaching, Employee Training, Team Building, Talent Management, Management Consulting, Training, Talent Acquisition, Public Speaking, Personal Development, Onboarding, Change Management, Strategy, Succession Planning, Personnel Management, Organizational..., Deferred Compensation, Performance Management, Staff Development, Coaching, Organizational..., HR Consulting, Employee Engagement, Executive Search, Organizational Design, Employee Benefits, Management, Technical Recruiting, Workforce Planning, Interviews, Career Development, College Recruiting, Consulting, Applicant Tracking..., Workshop Facilitation, Strategic Planning, Leadership, Job Descriptions, Program Management, Management Development
Education
University of Houston 1978 — 1980
Masters, Curriculum Design and Development
The University of Texas at Austin 1967 — 1971
Bachelor of Science (B.S.), Fashion Merchandising
Stephen Govoni Stephen Govoni's Commonwealth Financial Group Experience October 2009 - February 2012
Job Asst. Chief Compliance Officer at Cantella & Co., Inc.
Industry Financial Services
Experience
Cantella & Co., Inc. August 2015 - Present
Cantella & Co., Inc. June 2014 - August 2015
CoinShovel October 2013 - April 2015
Cantella & Co., Inc. October 2012 - May 2014
Commonwealth Financial Group October 2009 - February 2012
Commonwealth Financial Group January 2009 - September 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Cantella & Co., Inc. August 2015 - Present
Cantella & Co., Inc. June 2014 - August 2015
CoinShovel October 2013 - April 2015
Cantella & Co., Inc. October 2012 - May 2014
Commonwealth Financial Group October 2009 - February 2012
Commonwealth Financial Group January 2009 - September 2009
Education
University of Massachusetts, Amherst 2004 — 2008
BA, Economics
Paula Campolieto's Commonwealth Financial Group Experience February 2014 - May 2014
Job Administrator, Contemporary Art at Phillips
Industry Fine Art
Experience
Phillips July 2014 - Present
Commonwealth Financial Group February 2014 - May 2014
Commonwealth Financial Group June 2013 - August 2013
BBDO June 2011 - August 2011
Skills
Marketing, HTML, Social Media, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Cold Calling, Windows, Public Speaking, English, Teamwork, Research, Microsoft Excel, Outlook
Education
Bentley University 2010 — 2014
Undergraduate, Managerial Economics With Marketing Concentration
Phillips July 2014 - Present
Commonwealth Financial Group February 2014 - May 2014
Commonwealth Financial Group June 2013 - August 2013
BBDO June 2011 - August 2011
Skills
Marketing, HTML, Social Media, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Cold Calling, Windows, Public Speaking, English, Teamwork, Research, Microsoft Excel, Outlook
Education
Bentley University 2010 — 2014
Undergraduate, Managerial Economics With Marketing Concentration
Ashley Davidson's Commonwealth Financial Group Experience November 2011 - April 2013
Job Administrative Assistant at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management November 2014 - Present
Pabian & Russell, LLC April 2013 - November 2014
Commonwealth Financial Group November 2011 - April 2013
The New England Center for Children August 2010 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Outlook, Microsoft Word, Administrative..., PowerPoint, Event Management, Telephone Skills, Event Planning, Front Office, Legal Assistance, Social Media, Social Networking, Facebook, Public Speaking, Research, Constant Contact, Email Marketing, Newsletters, Social Media Marketing, Website Updating, Concur, Business Travel
Education
Plymouth State University 2004 — 2008
Bachelor of Science (B.S.)
AEW Capital Management November 2014 - Present
Pabian & Russell, LLC April 2013 - November 2014
Commonwealth Financial Group November 2011 - April 2013
The New England Center for Children August 2010 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, Outlook, Microsoft Word, Administrative..., PowerPoint, Event Management, Telephone Skills, Event Planning, Front Office, Legal Assistance, Social Media, Social Networking, Facebook, Public Speaking, Research, Constant Contact, Email Marketing, Newsletters, Social Media Marketing, Website Updating, Concur, Business Travel
Education
Plymouth State University 2004 — 2008
Bachelor of Science (B.S.)
Geoff Hall, CFP® Geoff Hall, CFP®'s Commonwealth Financial Group Experience May 2010 - March 2012
Job Financial Advisor at Beacon WealthCare | CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Beacon WealthCare March 2012 - Present
Commonwealth Financial Group May 2010 - March 2012
VALIC April 1996 - May 2010
United States Marine Corps 1991 - 1999
Skills
Portfolio Management, Financial Planners, Investment Management, Independent Financial..., Registered Investment..., Certified Financial..., Personal Financial...
Education
College for Financial Planning 2001 — 2004
CERTIFIED FINANCIAL PLANNER, TM
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Finance
Beacon WealthCare March 2012 - Present
Commonwealth Financial Group May 2010 - March 2012
VALIC April 1996 - May 2010
United States Marine Corps 1991 - 1999
Skills
Portfolio Management, Financial Planners, Investment Management, Independent Financial..., Registered Investment..., Certified Financial..., Personal Financial...
Education
College for Financial Planning 2001 — 2004
CERTIFIED FINANCIAL PLANNER, TM
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
BS, Finance
Richard St. Jean, Jr. Richard St. Jean, Jr.'s Commonwealth Financial Group Experience May 2005 - Present
Job CEO and Managing Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group May 2005 - Present
MassMutual Financial Group 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Investments, Insurance, Securities, Financial Advisory, Training, Disability Insurance, Retirement, Marketing Strategy, Leadership, Group Benefit Plans, Strategic Planning, Strategy
Education
Fordham University 1984 — 1988
BA, theology, communications, philosophy
Commonwealth Financial Group May 2005 - Present
MassMutual Financial Group 1991 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth Management, Estate Planning, Investment Advisory, Financial Planners, Investments, Insurance, Securities, Financial Advisory, Training, Disability Insurance, Retirement, Marketing Strategy, Leadership, Group Benefit Plans, Strategic Planning, Strategy
Education
Fordham University 1984 — 1988
BA, theology, communications, philosophy
Jeremy Cypher Jeremy Cypher's Commonwealth Financial Group Experience March 2010 - December 2010
Job Financial Specialist at PNC
Industry Capital Markets
Experience
PNC November 2011 - Present
SunTrust Bank April 2011 - November 2011
Commonwealth Financial Group March 2010 - December 2010
Sticky Fingers Restaurant April 2006 - June 2009
Accountemps October 2005 - April 2006
Blackbaud October 2004 - October 2005
Wells Fargo June 2002 - January 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General (Candidate)
University of Pittsburgh 1999 — 2002
B.S, Finance
Florida State College at Jacksonville 1998 — 1999
A.A., Business
PNC November 2011 - Present
SunTrust Bank April 2011 - November 2011
Commonwealth Financial Group March 2010 - December 2010
Sticky Fingers Restaurant April 2006 - June 2009
Accountemps October 2005 - April 2006
Blackbaud October 2004 - October 2005
Wells Fargo June 2002 - January 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General (Candidate)
University of Pittsburgh 1999 — 2002
B.S, Finance
Florida State College at Jacksonville 1998 — 1999
A.A., Business
Stephen Ross, MBA's Commonwealth Financial Group Experience January 2011 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group January 2011 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2000
MBA
Commonwealth Financial Group January 2011 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 2000
MBA
Michael Crotty, CFP®'s Commonwealth Financial Group Experience May 2005 - Present
Job Partner
Industry Financial Services
Experience
Commonwealth Financial Group May 2005 - Present
FirstJensenGroup, Inc. May 2000 - May 2005
Skills
Financial Planners
Education
Bentley University 1997 — 2001
Bacehlor's, Finance
Commonwealth Financial Group May 2005 - Present
FirstJensenGroup, Inc. May 2000 - May 2005
Skills
Financial Planners
Education
Bentley University 1997 — 2001
Bacehlor's, Finance
Jeffrey Carey - CFBS Jeffrey Carey - CFBS's Commonwealth Financial Group Experience 2014 - Present
Job Senior Partner & Managing Director at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group 2014 - Present
Commonwealth Financial Group 2009 - 2014
Business Network International 2010 - 2012
The Coca-Cola Company 2008 - 2009
The Coca-Cola Company October 2005 - 2008
Coca-Cola Enterprises 2001 - 2005
Education
University of Massachusetts Dartmouth 1996 — 1997
Bachelor's Degree, Business Management / International Marketing
Bristol Community College 1994 — 1995
Associate's Degree, Business Administration
Commonwealth Financial Group 2014 - Present
Commonwealth Financial Group 2009 - 2014
Business Network International 2010 - 2012
The Coca-Cola Company 2008 - 2009
The Coca-Cola Company October 2005 - 2008
Coca-Cola Enterprises 2001 - 2005
Education
University of Massachusetts Dartmouth 1996 — 1997
Bachelor's Degree, Business Management / International Marketing
Bristol Community College 1994 — 1995
Associate's Degree, Business Administration
Nicole Finlayson's Commonwealth Financial Group Experience July 2013 - Present
Job Compliance and Licensing Coordinator
Industry Financial Services
Experience
Commonwealth Financial Group July 2013 - Present
Self Employed March 2011 - July 2013
Baystate Financial Services April 2010 - March 2011
Skills
Marketing
Education
Bentley University 2004 — 2009
IDCC, Public Relations and Marketing Communications
Commonwealth Financial Group July 2013 - Present
Self Employed March 2011 - July 2013
Baystate Financial Services April 2010 - March 2011
Skills
Marketing
Education
Bentley University 2004 — 2009
IDCC, Public Relations and Marketing Communications
Ryan Millman Ryan Millman's Commonwealth Financial Group Experience January 2015 - Present
Job Executive Benefits Consultant at OM Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group January 2015 - Present
O.M. Financial Group January 2015 - Present
SpotLight Parking August 2014 - March 2015
Citizens Bank June 2014 - August 2014
Northwestern Mutual February 2013 - May 2014
Quidnessett Country Club May 2012 - September 2012
Skills
Finance, Leadership, Long Term Care Insurance, Investments, Disability Insurance, Active Asset Management, Account Management, Investment Advisory, Asset Allocation, Asset Management, Estate Planning, Financial Planning, Investment Planning, Portfolio Management, Retirement Planning, Strategic Financial..., Tax Planning, Time Management, Competitive, Commercial Banking, Stata
Education
Tufts University 2011 — 2015
Econometrics and Quantitative Economics
East Greenwich High School 2007 — 2011
Commonwealth Financial Group January 2015 - Present
O.M. Financial Group January 2015 - Present
SpotLight Parking August 2014 - March 2015
Citizens Bank June 2014 - August 2014
Northwestern Mutual February 2013 - May 2014
Quidnessett Country Club May 2012 - September 2012
Skills
Finance, Leadership, Long Term Care Insurance, Investments, Disability Insurance, Active Asset Management, Account Management, Investment Advisory, Asset Allocation, Asset Management, Estate Planning, Financial Planning, Investment Planning, Portfolio Management, Retirement Planning, Strategic Financial..., Tax Planning, Time Management, Competitive, Commercial Banking, Stata
Education
Tufts University 2011 — 2015
Econometrics and Quantitative Economics
East Greenwich High School 2007 — 2011
Al Santosuosso Al Santosuosso's Commonwealth Financial Group Experience December 2010 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group December 2010 - Present
Acronis Software July 2007 - December 2010
Merrill Lynch May 2006 - August 2006
Town of Burlington June 2001 - August 2006
Skills
Salesforce.com, Customer Service, Sales, Lead Generation, Account Management, Networking, Solution Selling, Analysis, Sales Management, Leadership, Direct Sales, Cold Calling, Sales Operations, New Business Development, Outlook, Holistic Financial..., Investments, Forecasting, Financial Services, Sales Process, SaaS, Strategic Financial..., Business Development, Finance, Insurance, Financial Planning
Education
Stonehill College 2003 — 2007
Bachelor of Science, Business Administration; Finance
Lorenzo d' Medici 2005 — 2005
International Business and Italian Culture
Reading High School
Reading Tennis
Commonwealth Financial Group December 2010 - Present
Acronis Software July 2007 - December 2010
Merrill Lynch May 2006 - August 2006
Town of Burlington June 2001 - August 2006
Skills
Salesforce.com, Customer Service, Sales, Lead Generation, Account Management, Networking, Solution Selling, Analysis, Sales Management, Leadership, Direct Sales, Cold Calling, Sales Operations, New Business Development, Outlook, Holistic Financial..., Investments, Forecasting, Financial Services, Sales Process, SaaS, Strategic Financial..., Business Development, Finance, Insurance, Financial Planning
Education
Stonehill College 2003 — 2007
Bachelor of Science, Business Administration; Finance
Lorenzo d' Medici 2005 — 2005
International Business and Italian Culture
Reading High School
Reading Tennis
Stacy Murchison Stacy Murchison's Commonwealth Financial Group Experience October 1989 - September 1996
Job Chief Marketing Officer
Industry Investment Management
Experience
Chevy Chase Trust August 2006 - Present
Murchison & Peacock 1997 - August 2004
Commonwealth Financial Group October 1989 - September 1996
Skills
Investments, Strategic Financial..., Public Relations, Finance, Event Planning, Portfolio Management, Marketing, Financial Analysis, Equity Research, Marketing Strategy, Start-ups, Asset Management, Financial Modeling, Strategic Partnerships, Equities, Entrepreneurship, Insurance, Thought Leadership, Advertising, Asset Managment, Strategic Communications, Integrated Marketing, Content Marketing
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature, General
University of London, Queen Mary College 1983 — 1983
English Literature (British and Commonwealth)
Sidwell Friends School 1976 — 1980
High School
Chevy Chase Trust August 2006 - Present
Murchison & Peacock 1997 - August 2004
Commonwealth Financial Group October 1989 - September 1996
Skills
Investments, Strategic Financial..., Public Relations, Finance, Event Planning, Portfolio Management, Marketing, Financial Analysis, Equity Research, Marketing Strategy, Start-ups, Asset Management, Financial Modeling, Strategic Partnerships, Equities, Entrepreneurship, Insurance, Thought Leadership, Advertising, Asset Managment, Strategic Communications, Integrated Marketing, Content Marketing
Education
University of North Carolina at Chapel Hill 1980 — 1984
Bachelor of Arts (B.A.), English Language and Literature, General
University of London, Queen Mary College 1983 — 1983
English Literature (British and Commonwealth)
Sidwell Friends School 1976 — 1980
High School
James Hilton James Hilton's Commonwealth Financial Group Experience May 2008 - September 2008
Job Entrepreneur, Technology Developer, Consultant, Speaker
Industry Computer Software
Experience
The Simplus Group January 2012 - Present
Jacox-Hilton Corporation September 2010 - Present
A Network of Security Chiefs of Global Major Banks January 2011 - August 2011
KoMarketing Associates December 2009 - December 2010
MassBay Community College September 2008 - December 2009
Commonwealth Financial Group May 2008 - September 2008
Commonwealth Financial Group May 2008 - September 2008
James Hilton Consulting February 2008 - May 2008
Vector Marketing September 2006 - January 2008
Vector Marketing June 2006 - January 2008
Skills
Management Consulting, Public Speaking, Sales Management, College Recruiting, Sales Recruitment, Student Recruitment, Recruitment/Retention, Insurance, Insurance Planning, Financial Analysis, Financial Planning, Financial Modeling, Entrepreneurship, Statistics, Statistical Modeling, Coaching, Direct Sales, Sales Process, Software Project..., SEO, Social Media, Technology Development, Recruiting, Financial Planners, Marketing, Program Management, Strategic Financial..., Management, Leadership, Start-ups, Fundraising, Social Networking, Strategic Planning, Business Development, Business Planning, Social Media Marketing, Training, Strategy, Student Recruiting, Lead Generation, Mobile Devices, Marketing Strategy, Sales, Salesforce.com, Strategic Technology..., New Business Development, Finance, Web Design, Web Development, Analytics
Education
Babson College 2010 — 2012
Bachelor of Science: Business Administration, Global Management, Finance
Massachusetts Bay Community College 2008 — 2010
Transfer, Business Administration
The Simplus Group January 2012 - Present
Jacox-Hilton Corporation September 2010 - Present
A Network of Security Chiefs of Global Major Banks January 2011 - August 2011
KoMarketing Associates December 2009 - December 2010
MassBay Community College September 2008 - December 2009
Commonwealth Financial Group May 2008 - September 2008
Commonwealth Financial Group May 2008 - September 2008
James Hilton Consulting February 2008 - May 2008
Vector Marketing September 2006 - January 2008
Vector Marketing June 2006 - January 2008
Skills
Management Consulting, Public Speaking, Sales Management, College Recruiting, Sales Recruitment, Student Recruitment, Recruitment/Retention, Insurance, Insurance Planning, Financial Analysis, Financial Planning, Financial Modeling, Entrepreneurship, Statistics, Statistical Modeling, Coaching, Direct Sales, Sales Process, Software Project..., SEO, Social Media, Technology Development, Recruiting, Financial Planners, Marketing, Program Management, Strategic Financial..., Management, Leadership, Start-ups, Fundraising, Social Networking, Strategic Planning, Business Development, Business Planning, Social Media Marketing, Training, Strategy, Student Recruiting, Lead Generation, Mobile Devices, Marketing Strategy, Sales, Salesforce.com, Strategic Technology..., New Business Development, Finance, Web Design, Web Development, Analytics
Education
Babson College 2010 — 2012
Bachelor of Science: Business Administration, Global Management, Finance
Massachusetts Bay Community College 2008 — 2010
Transfer, Business Administration
Rebecca Leach's Commonwealth Financial Group Experience March 2013 - August 2013
Job Commercial Insurance
Industry Insurance
Experience
The Cincinnati Insurance Companies September 2014 - Present
Commonwealth Financial Group March 2013 - August 2013
The Citadel August 2012 - January 2013
Skills
Business Development, Client Liaison, Marketing, Sales, Cold Calling, Communication Skills, Client Relations Skills, Macroeconomics, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Stata, AS400 system, Grassroots Marketing, Sports Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor's Degree, Money and Macro Economics
The Cincinnati Insurance Companies September 2014 - Present
Commonwealth Financial Group March 2013 - August 2013
The Citadel August 2012 - January 2013
Skills
Business Development, Client Liaison, Marketing, Sales, Cold Calling, Communication Skills, Client Relations Skills, Macroeconomics, Microsoft Excel, Microsoft Word, Economics, Microeconomics, Stata, AS400 system, Grassroots Marketing, Sports Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2012
Bachelor's Degree, Money and Macro Economics
Joshua Laurence's Commonwealth Financial Group Experience June 2014 - January 2015
Job Financial Analyst at Sperry
Industry Financial Services
Experience
Sperry January 2015 - Present
Commonwealth Financial Group June 2014 - January 2015
J.Crew November 2013 - May 2014
Wolverine World Wide June 2013 - August 2013
Collective Brands, Inc. June 2012 - August 2012
Kidsborough Daycare April 2008 - January 2012
Skills
Microsoft Excel, Economics, Financial Analysis, Financial Reporting, Forecasting, Merchandise Planning, Retail, Leadership, Analysis, Marketing Strategy, Merchandising, Time Management, Sales
Education
Gordon College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Gordon College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Sperry January 2015 - Present
Commonwealth Financial Group June 2014 - January 2015
J.Crew November 2013 - May 2014
Wolverine World Wide June 2013 - August 2013
Collective Brands, Inc. June 2012 - August 2012
Kidsborough Daycare April 2008 - January 2012
Skills
Microsoft Excel, Economics, Financial Analysis, Financial Reporting, Forecasting, Merchandise Planning, Retail, Leadership, Analysis, Marketing Strategy, Merchandising, Time Management, Sales
Education
Gordon College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Gordon College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Vullemier Daniel Vullemier's Commonwealth Financial Group Experience April 2013 - September 2013
Job Jet Service Manager Hinckley Yacht Services/The Hinckley Company
Industry Maritime
Experience
The Hinckley Company September 2013 - Present
Commonwealth Financial Group April 2013 - September 2013
MacDougalls’ Cape Cod Marine Service January 2006 - October 2012
MacDougalls' Cape Cod Marine Service April 2007 - May 2011
MacDougalls' Cape Cod Marine Service January 2006 - May 2007
Abracadabra Promotion Apparel Lakeville January 2003 - January 2006
American Staffing Associates January 1993 - January 2003
Skills
Digital Photography, Lightroom, Sailing, Ski, Image Editing, Start-ups, New Business Development, Project Management, Management, Marketing, CRM, Sales, Customer Service, Photo Editing, Sales Management, Project Planning, Strategic Planning
Education
University of Massachusetts
B.S, Liberal Arts/Business
University of Massachusetts, Amherst
BS, Business
Paul Smith College
A.A.S, Forestry Management
Paul Smith's College, Paul Smith's, NY
Associate of Arts and Sciences (A.A.S.), Forestry Management
The Hinckley Company September 2013 - Present
Commonwealth Financial Group April 2013 - September 2013
MacDougalls’ Cape Cod Marine Service January 2006 - October 2012
MacDougalls' Cape Cod Marine Service April 2007 - May 2011
MacDougalls' Cape Cod Marine Service January 2006 - May 2007
Abracadabra Promotion Apparel Lakeville January 2003 - January 2006
American Staffing Associates January 1993 - January 2003
Skills
Digital Photography, Lightroom, Sailing, Ski, Image Editing, Start-ups, New Business Development, Project Management, Management, Marketing, CRM, Sales, Customer Service, Photo Editing, Sales Management, Project Planning, Strategic Planning
Education
University of Massachusetts
B.S, Liberal Arts/Business
University of Massachusetts, Amherst
BS, Business
Paul Smith College
A.A.S, Forestry Management
Paul Smith's College, Paul Smith's, NY
Associate of Arts and Sciences (A.A.S.), Forestry Management
Elena Carlson Elena Carlson's Commonwealth Financial Group Experience January 2014 - September 2014
Job Associate at Commonwealth Planning Group
Industry Financial Services
Experience
Commonwealth Financial Group January 2014 - September 2014
Cambridge Savings Bank December 2013 - June 2014
FLS International February 2013 - January 2014
Registration Company "Status" February 2008 - September 2009
Skills
Administrative..., Finance, Marketing, Sales, International Business, Personal Financial..., Presentations, Financial Reporting
Education
Boston University 2013 — 2014
Financial Planning Program (CFP)
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), GPA: 3.68
Ural Federal University 2005 — 2010
Specialist, Global Economics, GPA: 3.75
Commonwealth Financial Group January 2014 - September 2014
Cambridge Savings Bank December 2013 - June 2014
FLS International February 2013 - January 2014
Registration Company "Status" February 2008 - September 2009
Skills
Administrative..., Finance, Marketing, Sales, International Business, Personal Financial..., Presentations, Financial Reporting
Education
Boston University 2013 — 2014
Financial Planning Program (CFP)
Suffolk University - Sawyer School of Management 2011 — 2013
Master of Business Administration (MBA), GPA: 3.68
Ural Federal University 2005 — 2010
Specialist, Global Economics, GPA: 3.75
Perry Smith's Commonwealth Financial Group Experience June 2006 - Present
Job Director of Estate/Business Planning at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2006 - Present
Baystate Financial Services 2000 - June 2006
Carlin Charron & Rosen 1998 - 2000
New England Life Insurance Co. 1987 - 1990
Skills
Estate Planning, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Financial Planners, Life Insurance, Investment Advisory, Business Planning, Insurance, Securities, Risk Management, Long Term Care Insurance, Employee Benefits, Retirement, 401k, Finance, Mutual Funds, Financial Services, Tax, Investments, Investment Management, Series 7, Long-term Care, Wealth Management, IRAs, Financial Advisory, Wealth, Asset Management, Variable Annuities, Wealth Accumulation, Uniform Combined State..., Whole Life, Personal Financial..., Investment Strategies, Pensions
Education
Boston University School of Law 1985 — 1987
LL.M., Tax Law
Governors Academy, Byfield, Massachusetts 1973 — 1976
Commonwealth Financial Group June 2006 - Present
Baystate Financial Services 2000 - June 2006
Carlin Charron & Rosen 1998 - 2000
New England Life Insurance Co. 1987 - 1990
Skills
Estate Planning, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Financial Planners, Life Insurance, Investment Advisory, Business Planning, Insurance, Securities, Risk Management, Long Term Care Insurance, Employee Benefits, Retirement, 401k, Finance, Mutual Funds, Financial Services, Tax, Investments, Investment Management, Series 7, Long-term Care, Wealth Management, IRAs, Financial Advisory, Wealth, Asset Management, Variable Annuities, Wealth Accumulation, Uniform Combined State..., Whole Life, Personal Financial..., Investment Strategies, Pensions
Education
Boston University School of Law 1985 — 1987
LL.M., Tax Law
Governors Academy, Byfield, Massachusetts 1973 — 1976
Paul Joyce ,ChFC,LUTCF Paul Joyce ,ChFC,LUTCF's Commonwealth Financial Group Experience January 2005 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group January 2005 - Present
Prudential Financial 1987 - 2005
Prudential Financial 1987 - 2005
Skills
Retirement, Investment Advisory, Financial Services, Estate Planning, Securities, Financial Planners, Employee Benefits, Retirement Planning, 401k, Financial Advisory, Finance, Financial Modeling, Due Diligence, Mutual Funds, Investments, Business Planning, Series 7, Public Speaking, Series 63, Strategic Financial..., Wealth Management, IRAs, Investment Strategies
Education
Boston Latin School 1970 — 1976
Commonwealth Financial Group January 2005 - Present
Prudential Financial 1987 - 2005
Prudential Financial 1987 - 2005
Skills
Retirement, Investment Advisory, Financial Services, Estate Planning, Securities, Financial Planners, Employee Benefits, Retirement Planning, 401k, Financial Advisory, Finance, Financial Modeling, Due Diligence, Mutual Funds, Investments, Business Planning, Series 7, Public Speaking, Series 63, Strategic Financial..., Wealth Management, IRAs, Investment Strategies
Education
Boston Latin School 1970 — 1976
Andrew Reina Andrew Reina's Commonwealth Financial Group Experience March 2011 - October 2012
Job Financial Consultant at ING Financial Partners
Industry Financial Services
Experience
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
ING Financial Partners February 2013 - Present
Commonwealth Financial Group March 2011 - October 2012
New York Life Insurance Company September 2008 - September 2010
Education
University at Buffalo 2003 — 2008
Communication
Martha Slaight Martha Slaight's Commonwealth Financial Group Experience August 2010 - Present
Job CFP®, Cerified Family Business Specialist, Certified Business Exit Consultant™, Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2010 - Present
Baystate Financial December 2004 - September 2010
Commonwealth Financial Group October 2003 - November 2004
The TJX Companies, Inc. 2002 - 2003
newmediary 2000 - 2001
FairMarket 1999 - 2000
J.Jill- Nicole Summers April 1996 - December 1999
Skills
Financial Services, Investments, Retirement, Exit Strategies, Employee Benefits, Business Planning, Succession Planning, Financial Planners, Business Strategy, Investment Advisory, Trust Services, Business Continuity..., Qualified Retirement..., Strategy, Small Business, Finance, Securities, Leadership, Estate Planning, Financial Advisory, Sales, Wealth Management, Mutual Funds, Wealth, Strategic Financial..., Retirement Planning, Management, Life Insurance, Disability Insurance, Investment Management, Series 63, Asset Allocation, Series 7, Long-term Care, Business Development, Analysis, Risk Management, Insurance, Long Term Care Insurance, Fixed Annuities, 401k, Portfolio Management, Exit Planning, Asset Management, Series 6
Education
Rochester Institute of Technology
Bachelor's degree
Commonwealth Financial Group August 2010 - Present
Baystate Financial December 2004 - September 2010
Commonwealth Financial Group October 2003 - November 2004
The TJX Companies, Inc. 2002 - 2003
newmediary 2000 - 2001
FairMarket 1999 - 2000
J.Jill- Nicole Summers April 1996 - December 1999
Skills
Financial Services, Investments, Retirement, Exit Strategies, Employee Benefits, Business Planning, Succession Planning, Financial Planners, Business Strategy, Investment Advisory, Trust Services, Business Continuity..., Qualified Retirement..., Strategy, Small Business, Finance, Securities, Leadership, Estate Planning, Financial Advisory, Sales, Wealth Management, Mutual Funds, Wealth, Strategic Financial..., Retirement Planning, Management, Life Insurance, Disability Insurance, Investment Management, Series 63, Asset Allocation, Series 7, Long-term Care, Business Development, Analysis, Risk Management, Insurance, Long Term Care Insurance, Fixed Annuities, 401k, Portfolio Management, Exit Planning, Asset Management, Series 6
Education
Rochester Institute of Technology
Bachelor's degree
Gerald McInerney, CFP®, CRPC® Gerald McInerney, CFP®, CRPC®'s Commonwealth Financial Group Experience October 2009 - December 2010
Job Investment Analyst at Seeking New Position
Industry Financial Services
Experience
Merrill Edge May 2012 - September 2014
Baystate Financial Services 2010 - July 2012
Commonwealth Financial Group October 2009 - December 2010
Fidelity Investments October 1999 - October 2008
BDO Seidman, LLP 1986 - 1989
Liberty Mutual 1978 - 1982
Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1981
MBA, Business Administration
Saint Michael's College 1974 — 1978
BA, Business Administration
Scituate High School 1969 — 1973
Merrill Edge May 2012 - September 2014
Baystate Financial Services 2010 - July 2012
Commonwealth Financial Group October 2009 - December 2010
Fidelity Investments October 1999 - October 2008
BDO Seidman, LLP 1986 - 1989
Liberty Mutual 1978 - 1982
Skills
Underwriting, Tax Preparation, Personal Finance, Investment Operations, Financial Planning, Investments, Retirement, Strategic Financial..., Mutual Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1978 — 1981
MBA, Business Administration
Saint Michael's College 1974 — 1978
BA, Business Administration
Scituate High School 1969 — 1973
Andrew Breaux's Commonwealth Financial Group Experience August 2007 - Present
Job Financial Advisor, CLTC at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2007 - Present
Education
Louisiana State University 1981 — 1985
B.A.
Commonwealth Financial Group August 2007 - Present
Education
Louisiana State University 1981 — 1985
B.A.
John DeCamp John DeCamp's Commonwealth Financial Group Experience 2011 - 2013
Job Account Manager at EnterpriseDB
Industry Financial Services
Experience
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
EnterpriseDB 2015 - Present
Oracle 2013 - 2015
Commonwealth Financial Group 2011 - 2013
Northwestern Mutual Life 2009 - 2011
ING 2006 - 2009
Tofias PC 2004 - 2006
Manulife Financial 1997 - 2004
Putnam Investments 1995 - 1996
Skills
Retirement, Insurance, Securities, 401k, Disability Insurance, Series 7, Investments, Long Term Care Insurance, Series 63
Education
University of Maine 1993 — 1995
BS, Economics
University of Vermont 1991 — 1993
Northfield Mount Hermon 1989 — 1990
Swampscott High School 1986 — 1989
Josh Farmer Josh Farmer's Commonwealth Financial Group Experience November 2007 - September 2010
Job Founding Partner at Brookstone Wealth Management
Industry Financial Services
Experience
Brookstone Wealth Management September 2010 - Present
Commonwealth Financial Group November 2007 - September 2010
Baystate Financial Services 2004 - 2007
Education
The American College 2005 — 2007
CFP
Assumption College 2000 — 2004
Bachelor's, History and Economics
Brookstone Wealth Management September 2010 - Present
Commonwealth Financial Group November 2007 - September 2010
Baystate Financial Services 2004 - 2007
Education
The American College 2005 — 2007
CFP
Assumption College 2000 — 2004
Bachelor's, History and Economics
Glen Cone's Commonwealth Financial Group Experience September 2011 - Present
Job Financial Consultant
Industry Financial Services
Experience
Commonwealth Financial Group September 2011 - Present
Commonwealth November 2009 - Present
AXA Advisors October 2007 - December 2009
Heluva Good January 1995 - January 2005
Skills
VA Aid & Attendance..., Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Pensions, Investment Advisory, Long-term Care, Small Business, Fixed Annuities, Financial Planners, Series 7, Mutual Funds, Asset Allocation, Financial Advisory, Estate Planning, Sales, IRAs, Series 63, 401k, Selling, Wealth, Life Insurance, Long Term Care Insurance, Uniform Combined State..., Disability Insurance, Variable Annuities, Financial Services, Securities, Management, Team Building, Finance, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1974 — 1978
East Stroudsburg University of Pennsylvania
Bachelor's degree, Sociology
Commonwealth Financial Group September 2011 - Present
Commonwealth November 2009 - Present
AXA Advisors October 2007 - December 2009
Heluva Good January 1995 - January 2005
Skills
VA Aid & Attendance..., Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Pensions, Investment Advisory, Long-term Care, Small Business, Fixed Annuities, Financial Planners, Series 7, Mutual Funds, Asset Allocation, Financial Advisory, Estate Planning, Sales, IRAs, Series 63, 401k, Selling, Wealth, Life Insurance, Long Term Care Insurance, Uniform Combined State..., Disability Insurance, Variable Annuities, Financial Services, Securities, Management, Team Building, Finance, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1974 — 1978
East Stroudsburg University of Pennsylvania
Bachelor's degree, Sociology
David Baller, CFP® David Baller, CFP®'s Commonwealth Financial Group Experience February 2009 - November 2009
Job Account Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management May 2010 - Present
Commonwealth Financial Group February 2009 - November 2009
Education
College of Charleston 2004 — 2008
Communication, Corporate Communication
UBS Wealth Management May 2010 - Present
Commonwealth Financial Group February 2009 - November 2009
Education
College of Charleston 2004 — 2008
Communication, Corporate Communication
Peter von Rosenvinge Peter von Rosenvinge's Commonwealth Financial Group Experience June 2015 - Present
Job Financial Services Representative Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2015 - Present
Umass Athletics Media Relations September 2014 - May 2015
ADK Group May 2013 - August 2013
Prove People Wrong September 2012 - March 2013
Top Gun Lacrosse June 2011 - August 2011
Boston Jr. Bruins Hockey May 2010 - August 2010
Buckley Sport Management May 2010 - June 2010
Skills
Microsoft Word, Sports, PowerPoint, Social Media, Sales, Customer Service, Event Planning, Sports Management, Microsoft Excel, Public Speaking, Teamwork, Event Management, Fixed Annuities, Disability Insurance, Financial Modeling, Employee Benefits, Insurance, Life Insurance, Retirement, Risk Management, Health Insurance, Financial Services, Long-term Care, Term Life Insurance, Whole Life, Facebook, Research
Education
Isenberg School of Management, UMass Amherst 2010 — 2015
Isenberg School of Management, UMass Amherst 2010 — 2015
Sport Management
Commonwealth Financial Group June 2015 - Present
Umass Athletics Media Relations September 2014 - May 2015
ADK Group May 2013 - August 2013
Prove People Wrong September 2012 - March 2013
Top Gun Lacrosse June 2011 - August 2011
Boston Jr. Bruins Hockey May 2010 - August 2010
Buckley Sport Management May 2010 - June 2010
Skills
Microsoft Word, Sports, PowerPoint, Social Media, Sales, Customer Service, Event Planning, Sports Management, Microsoft Excel, Public Speaking, Teamwork, Event Management, Fixed Annuities, Disability Insurance, Financial Modeling, Employee Benefits, Insurance, Life Insurance, Retirement, Risk Management, Health Insurance, Financial Services, Long-term Care, Term Life Insurance, Whole Life, Facebook, Research
Education
Isenberg School of Management, UMass Amherst 2010 — 2015
Isenberg School of Management, UMass Amherst 2010 — 2015
Sport Management
Edward Gay's Commonwealth Financial Group Experience December 2012 - April 2014
Job Financial Advisor and Registered Rep at Baystate Financial
Industry Financial Services
Experience
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Baystate Financial May 2014 - Present
Commonwealth Financial Group December 2012 - April 2014
The Guardian Life Insurance Company of America January 2007 - November 2012
Fidelity Investments June 2005 - January 2007
Skills
Retirement, Series 6, Series 63, Life Insurance, Insurance, Sales, Financial Services, 401k, Sales Presentations, Travel, Marketing, Health Insurance
Education
Framingham State College 2002 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Catholic Memorial School 1998 — 2002
Jay Davis Jay Davis's Commonwealth Financial Group Experience August 2008 - April 2010
Job Estimator/APM Brasfield & Gorrie
Industry Construction
Experience
Brasfield & Gorrie, LLC August 2012 - Present
Clemson University Construction Science and Management Industry Advisory Board October 2014 - Present
Commonwealth Financial Group August 2008 - April 2010
S&ME, Inc. March 2007 - July 2008
Gulfstream Construction May 2006 - March 2007
Skills
Construction, Construction Management, Project Estimation, Pre-construction, Value Engineering, Submittals, Project Planning, On-Screen Takeoff, Budgets, Project Bidding, Project Coordination, Construction Safety, Procurement, Contract Negotiation, Subcontracting, RFI, Construction Drawings, Estimates, Cost Management, Prolog, Blueprint Reading, Subcontracts Management, Contract Management, Change Orders, CPM Scheduling, LEED, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Process Scheduler
Education
Clemson University 2003 — 2006
Construction Science & Management, Construction Science and Management
Clemson University 2003 — 2006
Bachelor's degree, Construction Science and Management
Brasfield & Gorrie, LLC August 2012 - Present
Clemson University Construction Science and Management Industry Advisory Board October 2014 - Present
Commonwealth Financial Group August 2008 - April 2010
S&ME, Inc. March 2007 - July 2008
Gulfstream Construction May 2006 - March 2007
Skills
Construction, Construction Management, Project Estimation, Pre-construction, Value Engineering, Submittals, Project Planning, On-Screen Takeoff, Budgets, Project Bidding, Project Coordination, Construction Safety, Procurement, Contract Negotiation, Subcontracting, RFI, Construction Drawings, Estimates, Cost Management, Prolog, Blueprint Reading, Subcontracts Management, Contract Management, Change Orders, CPM Scheduling, LEED, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Process Scheduler
Education
Clemson University 2003 — 2006
Construction Science & Management, Construction Science and Management
Clemson University 2003 — 2006
Bachelor's degree, Construction Science and Management
Kiirstin Rautiola Kiirstin Rautiola's Commonwealth Financial Group Experience June 2014 - January 2015
Job National Account Specialist at Optos Inc.
Industry Medical Devices
Experience
Optos February 2015 - Present
Commonwealth Financial Group June 2014 - January 2015
Central Fan Company June 2007 - May 2014
Century 21 Commonwealth October 2009 - January 2013
Skills
Analysis, Accounts Payable, Accounts Receivable, Supply Chain Management, Account Reconciliation, Manufacturing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork
Education
Miami University 2010 — 2014
Finance, General
Lincoln Sudbury Regional High School 2006 — 2010
Optos February 2015 - Present
Commonwealth Financial Group June 2014 - January 2015
Central Fan Company June 2007 - May 2014
Century 21 Commonwealth October 2009 - January 2013
Skills
Analysis, Accounts Payable, Accounts Receivable, Supply Chain Management, Account Reconciliation, Manufacturing, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Teamwork
Education
Miami University 2010 — 2014
Finance, General
Lincoln Sudbury Regional High School 2006 — 2010
David Lenker's Commonwealth Financial Group Experience April 2015 - Present
Job Administrative Assistant at Commonwealth Financial Group
Industry Legal Services
Experience
Commonwealth Financial Group April 2015 - Present
Citizens Disability February 2013 - April 2015
TecMark Plating December 2003 - February 2013
Blue Hills Country Club June 2007 - May 2011
Skills
Customer Service, Data Entry, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Salesforce.com, Research
Education
Curry College 2003 — 2007
Bachelor's Degree, Criminal Justice
Curry College 2003 — 2007
Bachelor of Arts (B.A.) in Criminal Justice, Criminal Justice and Corrections
Commonwealth Financial Group April 2015 - Present
Citizens Disability February 2013 - April 2015
TecMark Plating December 2003 - February 2013
Blue Hills Country Club June 2007 - May 2011
Skills
Customer Service, Data Entry, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management, PowerPoint, Salesforce.com, Research
Education
Curry College 2003 — 2007
Bachelor's Degree, Criminal Justice
Curry College 2003 — 2007
Bachelor of Arts (B.A.) in Criminal Justice, Criminal Justice and Corrections
Jim Bianchi's Commonwealth Financial Group Experience September 1991 - March 2000
Job Managing Partner
Industry Financial Services
Experience
BCA Benefits Group, LLC March 2000 - Present
Killington Mountain School November 2010 - Present
Commonwealth Financial Group September 1991 - March 2000
Skills
Strategic Planning, Public Speaking, Coaching, Retirement Planning, Retirement, Estate Planning, Disability Insurance, Social Media, Insurance, 401k, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Long-term Care, Series 7, Executive Pay, Wealth Management, Employee Benefits, Event Management, Underwriting, Recruiting, Business Planning, Health Insurance, Small Business, Investment Strategies, Series 63, Finance, Series 6, Financial Advisory, Investment Advisory, Financial Planners, Life Insurance
Education
Boston College 1987 — 1991
BS, Marketing
The American College 1996 — 2002
CLU, ChFC, Financial Services
Killington Mountain School 1984 — 1987
BCA Benefits Group, LLC March 2000 - Present
Killington Mountain School November 2010 - Present
Commonwealth Financial Group September 1991 - March 2000
Skills
Strategic Planning, Public Speaking, Coaching, Retirement Planning, Retirement, Estate Planning, Disability Insurance, Social Media, Insurance, 401k, Investments, Strategic Financial..., Mutual Funds, Fixed Annuities, Long-term Care, Series 7, Executive Pay, Wealth Management, Employee Benefits, Event Management, Underwriting, Recruiting, Business Planning, Health Insurance, Small Business, Investment Strategies, Series 63, Finance, Series 6, Financial Advisory, Investment Advisory, Financial Planners, Life Insurance
Education
Boston College 1987 — 1991
BS, Marketing
The American College 1996 — 2002
CLU, ChFC, Financial Services
Killington Mountain School 1984 — 1987
Heather Powers Heather Powers's Commonwealth Financial Group Experience January 1989 - Present
Job Financial Planner at Commonwealth Financial Group / MassMutual
Industry Financial Services
Experience
Commonwealth Financial Group January 1989 - Present
Skills
Retirement Planning, Strategic Planning, Insurance, Retirement, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Mutual Funds, Public Speaking, Customer Service
Education
Middlebury College 1984 — 1988
BA, Economics
Commonwealth Financial Group January 1989 - Present
Skills
Retirement Planning, Strategic Planning, Insurance, Retirement, Investment Advisory, Estate Planning, Portfolio Management, Wealth Management, Mutual Funds, Public Speaking, Customer Service
Education
Middlebury College 1984 — 1988
BA, Economics
Janine Bouchard Janine Bouchard's Commonwealth Financial Group Experience July 2010 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group July 2010 - Present
Charter Oak Insurance and Financial Services August 2005 - July 2010
Education
Cornell University 1980 — 1984
BS, Animal Science
Commonwealth Financial Group July 2010 - Present
Charter Oak Insurance and Financial Services August 2005 - July 2010
Education
Cornell University 1980 — 1984
BS, Animal Science
George Rabon George Rabon's Commonwealth Financial Group Experience June 2014 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2014 - Present
Hancock Askew & Co LLP July 2012 - June 2014
Baldwin & Associates LLC December 2011 - April 2012
Jarrard, Nowell and Russell, LLC September 2010 - April 2011
The Shaw Group May 2010 - August 2010
The Shaw Group May 2009 - August 2009
Education
College of Charleston 2010 — 2012
Masters, Accountancy
Clemson University 2006 — 2010
B.S., Accounting
Commonwealth Financial Group June 2014 - Present
Hancock Askew & Co LLP July 2012 - June 2014
Baldwin & Associates LLC December 2011 - April 2012
Jarrard, Nowell and Russell, LLC September 2010 - April 2011
The Shaw Group May 2010 - August 2010
The Shaw Group May 2009 - August 2009
Education
College of Charleston 2010 — 2012
Masters, Accountancy
Clemson University 2006 — 2010
B.S., Accounting
Kerrie Sullivan Kerrie Sullivan's Commonwealth Financial Group Experience April 2009 - September 2009
Job Account Manager at Maxwell Health
Industry Information Technology and Services
Experience
Maxwell Health March 2015 - Present
Litle & Co. August 2014 - March 2015
Benefitfocus February 2014 - August 2014
Benefitfocus January 2012 - February 2014
Benefitfocus June 2010 - January 2012
Benefitfocus September 2009 - June 2010
Commonwealth Financial Group April 2009 - September 2009
Fidelity Investments July 2008 - December 2008
Skills
Managing Associates, Report Development, Salesforce.com, Product Adoption, Product Demonstration, Software Implementation..., Training, Training Leadership, Train the Trainer, Associate Development, Team Management, Marketing Support, Marketing Communications, Marketing Material..., Relation Management, Relationship Improvement, Insurance Brokerage, Financial Services, Financial Support, Data Analysis, SaaS, Sales, Project Management, Customer Service, Management
Education
Rivier College 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of New Hampshire 2004 — 2006
Associates Degree, Business Administration and Management, General
Maxwell Health March 2015 - Present
Litle & Co. August 2014 - March 2015
Benefitfocus February 2014 - August 2014
Benefitfocus January 2012 - February 2014
Benefitfocus June 2010 - January 2012
Benefitfocus September 2009 - June 2010
Commonwealth Financial Group April 2009 - September 2009
Fidelity Investments July 2008 - December 2008
Skills
Managing Associates, Report Development, Salesforce.com, Product Adoption, Product Demonstration, Software Implementation..., Training, Training Leadership, Train the Trainer, Associate Development, Team Management, Marketing Support, Marketing Communications, Marketing Material..., Relation Management, Relationship Improvement, Insurance Brokerage, Financial Services, Financial Support, Data Analysis, SaaS, Sales, Project Management, Customer Service, Management
Education
Rivier College 2006 — 2008
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of New Hampshire 2004 — 2006
Associates Degree, Business Administration and Management, General
Cait Smith's Commonwealth Financial Group Experience November 2012 - September 2014
Job Corporate Account Manager at ezCater
Industry Financial Services
Experience
ezCater January 2015 - Present
Cultural Care Au Pair October 2014 - December 2014
Commonwealth Financial Group November 2012 - September 2014
Tekscan October 2011 - September 2012
Juniata College August 2007 - July 2011
United Way of Hunterdon County July 2006 - January 2011
Juniata College September 2009 - December 2009
Juniata College January 2009 - May 2009
Skills
Microsoft Excel, Event Planning, Microsoft Office, Salesforce.com, Databases, Communication, Intrapersonal Skills, Management, Leadership, Analysis, Research
Education
Juniata College 2007 — 2011
B.A., International Management and German
Fachhochschule Gelsenkirchen 2010 — 2010
BA, International Management
ezCater January 2015 - Present
Cultural Care Au Pair October 2014 - December 2014
Commonwealth Financial Group November 2012 - September 2014
Tekscan October 2011 - September 2012
Juniata College August 2007 - July 2011
United Way of Hunterdon County July 2006 - January 2011
Juniata College September 2009 - December 2009
Juniata College January 2009 - May 2009
Skills
Microsoft Excel, Event Planning, Microsoft Office, Salesforce.com, Databases, Communication, Intrapersonal Skills, Management, Leadership, Analysis, Research
Education
Juniata College 2007 — 2011
B.A., International Management and German
Fachhochschule Gelsenkirchen 2010 — 2010
BA, International Management
Courtney Jelinski's Commonwealth Financial Group Experience April 2014 - Present
Job Front Office Coordinator at Commonwealth Financial Group
Industry Hospitality
Experience
Commonwealth Financial Group April 2014 - Present
The Rockport Company September 2013 - April 2014
Indianapolis Marriott East 2012 - 2013
Skills
Hospitality, Customer Satisfaction, Tourism, Inventory Management, Customer Service, Event Management, Retail, Hiring, Forecasting, Sales, Time Management, POS, Event Planning, Budgets, Coordinating Events, Hiring Employees, Payroll, Helping Others Succeed, Phone Etiquette, Microsoft Excel, Hospitality Management, Hotel Management, Hospitality Industry
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor's degree, Tourism Conventions and Event Management
Commonwealth Financial Group April 2014 - Present
The Rockport Company September 2013 - April 2014
Indianapolis Marriott East 2012 - 2013
Skills
Hospitality, Customer Satisfaction, Tourism, Inventory Management, Customer Service, Event Management, Retail, Hiring, Forecasting, Sales, Time Management, POS, Event Planning, Budgets, Coordinating Events, Hiring Employees, Payroll, Helping Others Succeed, Phone Etiquette, Microsoft Excel, Hospitality Management, Hotel Management, Hospitality Industry
Education
Indiana University-Purdue University at Indianapolis 2006 — 2010
Bachelor's degree, Tourism Conventions and Event Management
Justin Zelen's Commonwealth Financial Group Experience April 2011 - Present
Job Jr. Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group April 2011 - Present
Investor Group Services (IGS) October 2009 - February 2011
John Hancock Financial November 2007 - April 2008
Education
Boston University - School of Management 2003 — 2007
Bachelor of Business Administration (B.B.A.)
The Hebrew University of Jerusalem - Rothberg International School 2008 — 2008
Commonwealth Financial Group April 2011 - Present
Investor Group Services (IGS) October 2009 - February 2011
John Hancock Financial November 2007 - April 2008
Education
Boston University - School of Management 2003 — 2007
Bachelor of Business Administration (B.B.A.)
The Hebrew University of Jerusalem - Rothberg International School 2008 — 2008
Caryn Fitzpatrick's Commonwealth Financial Group Experience 2009 - 2010
Job Account Executive
Industry Information Technology and Services
Experience
EchoStor Technologies January 2015 - Present
Randstad Technologies (Formerly Sapphire Technologies) January 2010 - January 2015
Commonwealth Financial Group 2009 - 2010
CBS Radio 2008 - 2009
CBS Radio 2008 - 2009
Skills
Sourcing, Technical Recruiting, Management, Sales, Consulting, Talent Acquisition, Temporary Placement, Strategy, Human Resources, Vendor Management, Account Management, Outsourcing, Cold Calling, Enterprise Software, Contract Recruitment, Leadership, Executive Search, Staffing Services, Business Development, Applicant Tracking..., Internet Recruiting, Staff Augmentation, SDLC, Interviews, Professional Services, Information Technology, Networking, Lead Generation, Solution Selling, IT Solutions, ERP, Direct Sales, Training, Building Relationships, Permanent Placement, Business Intelligence, Employee Relations, Screening Resumes, Benefits Negotiation, Temporary Staffing, Recruitment Advertising, Screening, Salesforce.com, IT Recruitment, Working Experience, Storage Virtualization, Data Center Management
Education
Bond University 2007 — 2007
Study Tour, Journalism
Bridgewater State College
Bachelor of Arts and Science, Marketing and Public Relations
EchoStor Technologies January 2015 - Present
Randstad Technologies (Formerly Sapphire Technologies) January 2010 - January 2015
Commonwealth Financial Group 2009 - 2010
CBS Radio 2008 - 2009
CBS Radio 2008 - 2009
Skills
Sourcing, Technical Recruiting, Management, Sales, Consulting, Talent Acquisition, Temporary Placement, Strategy, Human Resources, Vendor Management, Account Management, Outsourcing, Cold Calling, Enterprise Software, Contract Recruitment, Leadership, Executive Search, Staffing Services, Business Development, Applicant Tracking..., Internet Recruiting, Staff Augmentation, SDLC, Interviews, Professional Services, Information Technology, Networking, Lead Generation, Solution Selling, IT Solutions, ERP, Direct Sales, Training, Building Relationships, Permanent Placement, Business Intelligence, Employee Relations, Screening Resumes, Benefits Negotiation, Temporary Staffing, Recruitment Advertising, Screening, Salesforce.com, IT Recruitment, Working Experience, Storage Virtualization, Data Center Management
Education
Bond University 2007 — 2007
Study Tour, Journalism
Bridgewater State College
Bachelor of Arts and Science, Marketing and Public Relations
Brian Domoretsky's Commonwealth Financial Group Experience January 2012 - January 2014
Job Manager, Public Policy and Public Affairs at Executive Office of Public Safety and Security
Industry Government Administration
Experience
Executive Office of Public Safety and Security October 2014 - Present
Michael Day for State Representative February 2014 - October 2014
Commonwealth Financial Group January 2012 - January 2014
Commonwealth Financial Group September 2008 - January 2014
Office of State Rep. Paul Casey August 2003 - September 2008
Committee to Elect Paul C. Casey March 2004 - November 2005
Skills
Strategic Communications, Financial Analysis, Business Development, Public Relations, Marketing Communications, Governmental Affairs, Marketing Strategy, Public Policy, Project Management, Recruiting, Wealth Management, Strategic Financial...
Education
Boston College 1999 — 2003
BA, Economics
Executive Office of Public Safety and Security October 2014 - Present
Michael Day for State Representative February 2014 - October 2014
Commonwealth Financial Group January 2012 - January 2014
Commonwealth Financial Group September 2008 - January 2014
Office of State Rep. Paul Casey August 2003 - September 2008
Committee to Elect Paul C. Casey March 2004 - November 2005
Skills
Strategic Communications, Financial Analysis, Business Development, Public Relations, Marketing Communications, Governmental Affairs, Marketing Strategy, Public Policy, Project Management, Recruiting, Wealth Management, Strategic Financial...
Education
Boston College 1999 — 2003
BA, Economics
Amanda Garnier Amanda Garnier's Commonwealth Financial Group Experience February 2014 - Present
Job Executive Assistant at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group February 2014 - Present
Boston Fellows August 2013 - May 2014
Bush & Company September 2013 - February 2014
Club Demonstration Services at Costco Wholesale May 2010 - August 2013
Fourth Presbyterian Church May 2012 - August 2012
Potomac Hills Presbyterian Church May 2011 - August 2011
Cold Stone Creamery December 2006 - August 2009
Skills
Leadership, Microsoft Office, Event Planning, French, Social Media, Customer Service, Microsoft Word, PowerPoint, Facebook, Linguistics, Community Outreach, Social Networking, Microsoft Excel, Conflict Resolution, Time Management, Discussion Facilitation, Fundraising, Blogging, Video Blogging, Twitter
Education
The College of William and Mary 2009 — 2013
Bachelor of Arts (B.A.), Linguistics, Magna Cum Laude
University of Exeter 2011 — 2011
Modern Languages & Linguistics, Business
Gordon Conwell Theological Seminary 2013 — 2014
Mockler Center for Faith & Ethics in the Workplace
Commonwealth Financial Group February 2014 - Present
Boston Fellows August 2013 - May 2014
Bush & Company September 2013 - February 2014
Club Demonstration Services at Costco Wholesale May 2010 - August 2013
Fourth Presbyterian Church May 2012 - August 2012
Potomac Hills Presbyterian Church May 2011 - August 2011
Cold Stone Creamery December 2006 - August 2009
Skills
Leadership, Microsoft Office, Event Planning, French, Social Media, Customer Service, Microsoft Word, PowerPoint, Facebook, Linguistics, Community Outreach, Social Networking, Microsoft Excel, Conflict Resolution, Time Management, Discussion Facilitation, Fundraising, Blogging, Video Blogging, Twitter
Education
The College of William and Mary 2009 — 2013
Bachelor of Arts (B.A.), Linguistics, Magna Cum Laude
University of Exeter 2011 — 2011
Modern Languages & Linguistics, Business
Gordon Conwell Theological Seminary 2013 — 2014
Mockler Center for Faith & Ethics in the Workplace
Jay Rogers's Commonwealth Financial Group Experience April 2015 - Present
Job Senior Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group April 2015 - Present
New York Life Insurance Company September 2013 - April 2015
New York Life Insurance Company May 2010 - August 2013
Skills
Leadership, Retirement, Investments, Fixed Annuities, Finance, Training, Life Insurance, Financial Analysis, Mutual Funds, Public Speaking, Long Term Care Insurance, Recruiting, Financial Recruiting
Education
Boston College 2008 — 2010
Emmanuel College
Commonwealth Financial Group April 2015 - Present
New York Life Insurance Company September 2013 - April 2015
New York Life Insurance Company May 2010 - August 2013
Skills
Leadership, Retirement, Investments, Fixed Annuities, Finance, Training, Life Insurance, Financial Analysis, Mutual Funds, Public Speaking, Long Term Care Insurance, Recruiting, Financial Recruiting
Education
Boston College 2008 — 2010
Emmanuel College
Dusty Hughes's Commonwealth Financial Group Experience January 2005 - August 2006
Job Partner at 360 Financial Partners
Industry Financial Services
Experience
360 Financial Partners August 2006 - Present
Commonwealth Financial Group January 2005 - August 2006
College of Charleston August 2002 - December 2004
Education
College of Charleston 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
360 Financial Partners August 2006 - Present
Commonwealth Financial Group January 2005 - August 2006
College of Charleston August 2002 - December 2004
Education
College of Charleston 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Cody Pedersen's Commonwealth Financial Group Experience June 2013 - August 2014
Job Student at Florida State University
Industry Marketing and Advertising
Experience
Commonwealth Financial Group June 2013 - August 2014
Kids Incorporated November 2012 - May 2013
In The Pink Stores, Inc. May 2011 - August 2011
Mount Snow Ski Resort November 2008 - April 2009
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, Marketing, Research, Social Networking
Education
Florida State University 2011 — 2015
Marketing, Business
Nauset Regional High School 2007 — 2011
High School Diploma
Commonwealth Financial Group June 2013 - August 2014
Kids Incorporated November 2012 - May 2013
In The Pink Stores, Inc. May 2011 - August 2011
Mount Snow Ski Resort November 2008 - April 2009
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, Marketing, Research, Social Networking
Education
Florida State University 2011 — 2015
Marketing, Business
Nauset Regional High School 2007 — 2011
High School Diploma
Jack Priebe Jack Priebe's Commonwealth Financial Group Experience July 2005 - Present
Job Advanced and Business Planning Director at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group July 2005 - Present
Baystate Financial Services May 2003 - June 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Analysis, Securities, Estate Planning
Education
University of Michigan
Bachelor of Science (B.S.), Applied Mathematics
Commonwealth Financial Group July 2005 - Present
Baystate Financial Services May 2003 - June 2005
Skills
Mutual Funds, Retirement Planning, Investments, Financial Analysis, Securities, Estate Planning
Education
University of Michigan
Bachelor of Science (B.S.), Applied Mathematics
Jan Mikitarian's Commonwealth Financial Group Experience July 2015 - Present
Job Inside Sales Account Manager at Aimtek, Inc.
Industry Financial Services
Experience
Commonwealth Financial Group July 2015 - Present
Aimtek, Inc. January 2012 - March 2014
Strategic Financial Partners November 2008 - November 2010
The Interface Group September 1989 - October 2008
Shawmut Bank September 1984 - August 1989
Alexander, Aronson, Finning & Co August 1983 - August 1984
Skills
Auditing, Marketing, Financial Analysis, Budgets, Nonprofits, Human Resources, Management, Microsoft Excel, Sales, CRM, Finance, Microsoft Office, Event Planning, Accounting, Team Building, Recruiting
Education
Simmons College
B.A., Accounting/Management
Commonwealth Financial Group July 2015 - Present
Aimtek, Inc. January 2012 - March 2014
Strategic Financial Partners November 2008 - November 2010
The Interface Group September 1989 - October 2008
Shawmut Bank September 1984 - August 1989
Alexander, Aronson, Finning & Co August 1983 - August 1984
Skills
Auditing, Marketing, Financial Analysis, Budgets, Nonprofits, Human Resources, Management, Microsoft Excel, Sales, CRM, Finance, Microsoft Office, Event Planning, Accounting, Team Building, Recruiting
Education
Simmons College
B.A., Accounting/Management
Natalie Howard's Commonwealth Financial Group Experience June 2014 - August 2014
Job Relationship Banker at UniBank for Savings
Industry Banking
Experience
UniBank for Savings June 2015 - Present
UniBank for Savings January 2015 - June 2015
Commonwealth Financial Group June 2014 - August 2014
Beginnings School August 2012 - May 2014
Worcester Head Start September 2010 - June 2012
Wachusett Regional School District September 2009 - June 2010
Twice as Nice YMCA January 2007 - June 2009
Twice as Nice YMCA January 2007 - June 2009
Skills
Tenacious, Ethical Leadership, Problem Solving, Project Management, Organization, Highly detail oriented, Communication, Learning Quickly, Leadership, Determination to Succeed, Superior Work Ethic, Patience, Collaboration, Multi Tasking, Compassion, Interpersonal Skill, Public Speaking
Education
Salve Regina University 2002 — 2006
Bachelor of Science (BS)
Worcester Academy 1998 — 2002
High School
UniBank for Savings June 2015 - Present
UniBank for Savings January 2015 - June 2015
Commonwealth Financial Group June 2014 - August 2014
Beginnings School August 2012 - May 2014
Worcester Head Start September 2010 - June 2012
Wachusett Regional School District September 2009 - June 2010
Twice as Nice YMCA January 2007 - June 2009
Twice as Nice YMCA January 2007 - June 2009
Skills
Tenacious, Ethical Leadership, Problem Solving, Project Management, Organization, Highly detail oriented, Communication, Learning Quickly, Leadership, Determination to Succeed, Superior Work Ethic, Patience, Collaboration, Multi Tasking, Compassion, Interpersonal Skill, Public Speaking
Education
Salve Regina University 2002 — 2006
Bachelor of Science (BS)
Worcester Academy 1998 — 2002
High School
Cheryl Mattar's Commonwealth Financial Group Experience October 1993 - October 1998
Job New Business/Client Relationship Manager at PRW Wealth Management
Industry Investment Management
Experience
PRW Wealth Management October 1998 - Present
Commonwealth Financial Group October 1993 - October 1998
Skills
Wealth Management, Retirement Planning
Education
Eastern Nazarene College
Associates Degree, Liberal Arts
PRW Wealth Management October 1998 - Present
Commonwealth Financial Group October 1993 - October 1998
Skills
Wealth Management, Retirement Planning
Education
Eastern Nazarene College
Associates Degree, Liberal Arts
Brent Dillingham Brent Dillingham's Commonwealth Financial Group Experience January 2013 - Present
Job Junior Associate at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group January 2013 - Present
AutoNation July 2011 - December 2012
Skills
Securities, Series 7, Investments, Mutual Funds, Estate Planning, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Portfolio Management, Financial Analysis, Strategic Financial..., Private Equity, Due Diligence, Finance
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Commonwealth Financial Group January 2013 - Present
AutoNation July 2011 - December 2012
Skills
Securities, Series 7, Investments, Mutual Funds, Estate Planning, Financial Services, Financial Modeling, Wealth Management, Investment Advisory, Portfolio Management, Financial Analysis, Strategic Financial..., Private Equity, Due Diligence, Finance
Education
Colgate University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
David R. Kornegay, CFP David R. Kornegay, CFP's Commonwealth Financial Group Experience July 2009 - February 2011
Job Senior Financial Advisor
Industry Financial Services
Experience
VALIC May 1993 - Present
Commonwealth Financial Group July 2009 - February 2011
Roper St. Francis Healthcare June 1995 - June 2009
Skills
Retirement Planning, Portfolio Management, Wealth Accumulation, Investment Management, Retirement, Wealth Management, Series 7, Estate Planning, Strategic Financial..., Disability Insurance, Fixed Annuities, Long-term Care, Investments, Mutual Funds, IRAs, 401k, Financial Planners, Investment Advisory, Employee Benefits, Life Insurance, Uniform Combined State..., Securities, Wealth Management..., Investment Strategies, Financial Analysis, 529 Plans, Small Business, Defined Benefit, Asset Allocation, College Savings Plans, Term Life Insurance, Financial Goals, 401k Rollovers, Long Term Care Insurance, Pensions, Series 63, Saving for Education, Financial Advisory, Banking, Finance, Mortgage Lending, Asset Managment, Series 6, Insurance, Qualified Retirement..., Roth IRA, Stocks, Health Insurance, Wealth, Risk Management
Education
North Carolina State University 1980 — 1983
BA, Political Science
VALIC May 1993 - Present
Commonwealth Financial Group July 2009 - February 2011
Roper St. Francis Healthcare June 1995 - June 2009
Skills
Retirement Planning, Portfolio Management, Wealth Accumulation, Investment Management, Retirement, Wealth Management, Series 7, Estate Planning, Strategic Financial..., Disability Insurance, Fixed Annuities, Long-term Care, Investments, Mutual Funds, IRAs, 401k, Financial Planners, Investment Advisory, Employee Benefits, Life Insurance, Uniform Combined State..., Securities, Wealth Management..., Investment Strategies, Financial Analysis, 529 Plans, Small Business, Defined Benefit, Asset Allocation, College Savings Plans, Term Life Insurance, Financial Goals, 401k Rollovers, Long Term Care Insurance, Pensions, Series 63, Saving for Education, Financial Advisory, Banking, Finance, Mortgage Lending, Asset Managment, Series 6, Insurance, Qualified Retirement..., Roth IRA, Stocks, Health Insurance, Wealth, Risk Management
Education
North Carolina State University 1980 — 1983
BA, Political Science
Robert Doak Robert Doak's Commonwealth Financial Group Experience July 2010 - Present
Job Partner Financial Advisor
Industry Financial Services
Experience
Commonwealth Financial Group July 2010 - Present
Van Kampen Investments August 2008 - June 2010
FT Portfolios December 1999 - August 2008
Education
Colby College
Commonwealth Financial Group July 2010 - Present
Van Kampen Investments August 2008 - June 2010
FT Portfolios December 1999 - August 2008
Education
Colby College
Douglas Greene CFP® CLU®'s Commonwealth Financial Group Experience July 2014 - Present
Job Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group July 2014 - Present
Northwestern Mutual August 2001 - July 2014
Northwestern Mutual Financial Network 2001 - November 2010
Education
Babson College 1997 — 2001
Babson College 1997 — 2001
Canterbury School
Commonwealth Financial Group July 2014 - Present
Northwestern Mutual August 2001 - July 2014
Northwestern Mutual Financial Network 2001 - November 2010
Education
Babson College 1997 — 2001
Babson College 1997 — 2001
Canterbury School
Jared Costantino Jared Costantino's Commonwealth Financial Group Experience March 2010 - October 2010
Job Account Executive for Data and Voice Services at TeamLogicIT
Industry Telecommunications
Experience
TeamLogicIT July 2014 - Present
Comcast Business May 2012 - July 2014
Morgan Linen Services July 2010 - May 2012
Commonwealth Financial Group March 2010 - October 2010
Northwestern Mutual 2006 - December 2009
Skills
Sales, Cold Calling, Salesforce.com, Telecommunications, Building Relationships, Business Strategy, Relationship Marketing, Direct Sales, New Business Development, Finance, Recruiting, Sales Operations, Marketing, Lead Generation, Customer Retention
Education
University of Massachusetts Lowell 2002 — 2006
Business, Finance and Management
TeamLogicIT July 2014 - Present
Comcast Business May 2012 - July 2014
Morgan Linen Services July 2010 - May 2012
Commonwealth Financial Group March 2010 - October 2010
Northwestern Mutual 2006 - December 2009
Skills
Sales, Cold Calling, Salesforce.com, Telecommunications, Building Relationships, Business Strategy, Relationship Marketing, Direct Sales, New Business Development, Finance, Recruiting, Sales Operations, Marketing, Lead Generation, Customer Retention
Education
University of Massachusetts Lowell 2002 — 2006
Business, Finance and Management
Samantha Able's Commonwealth Financial Group Experience December 2005 - October 2006
Job Community Relations Director at CGI Communications
Industry Marketing and Advertising
Experience
CGI Communications February 2012 - Present
CGI Communications August 2011 - February 2012
Verizon Wireless December 2006 - April 2009
Commonwealth Financial Group December 2005 - October 2006
Skills
Sales, Marketing, Advertising, Trade Shows, Business Networking, Social Media Marketing, Relationship Management, Media Relations, New Business Development, Management, Online Advertising, Marketing Strategy, Leadership, Lead Generation, Interviews, Customer Service, Cold Calling
Education
Rochester Institute of Technology 2006 — 2007
Bachelor of Science (B.S.), International Business/Marketing
Le Moyne College 2004 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
CGI Communications February 2012 - Present
CGI Communications August 2011 - February 2012
Verizon Wireless December 2006 - April 2009
Commonwealth Financial Group December 2005 - October 2006
Skills
Sales, Marketing, Advertising, Trade Shows, Business Networking, Social Media Marketing, Relationship Management, Media Relations, New Business Development, Management, Online Advertising, Marketing Strategy, Leadership, Lead Generation, Interviews, Customer Service, Cold Calling
Education
Rochester Institute of Technology 2006 — 2007
Bachelor of Science (B.S.), International Business/Marketing
Le Moyne College 2004 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Steve Den Herder Steve Den Herder's Commonwealth Financial Group Experience July 2005 - January 2012
Job VP, Director of Business Development
Industry Outsourcing/Offshoring
Experience
RR Donnelley January 2012 - Present
Commonwealth Financial Group July 2005 - January 2012
Fessenden and Hanover Schools September 1997 - July 2005
Simmons Company 1984 - 1996
Skills
Financial Services, Strategic Financial..., Financial Management..., Financial Analysis, Sales, Marketing, Team Building, Sales Management, Coaching, Insurance, Finance, Outsourcing, Analytics
Education
Colgate University 1979 — 1983
Boston College 1996 — 1997
Education
RR Donnelley January 2012 - Present
Commonwealth Financial Group July 2005 - January 2012
Fessenden and Hanover Schools September 1997 - July 2005
Simmons Company 1984 - 1996
Skills
Financial Services, Strategic Financial..., Financial Management..., Financial Analysis, Sales, Marketing, Team Building, Sales Management, Coaching, Insurance, Finance, Outsourcing, Analytics
Education
Colgate University 1979 — 1983
Boston College 1996 — 1997
Education
Donna (Shattuck) Schroeder's Commonwealth Financial Group Experience October 2001 - April 2002
Job Financial Services Professional
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) September 2005 - August 2006
LPL Financial March 2004 - September 2005
Commonwealth Financial Network October 2003 - March 2004
LPL Financial April 2002 - October 2003
Commonwealth Financial Group October 2001 - April 2002
Bank One June 1997 - July 2001
Skills
Training, Finance, Investments, Auditing, Securities
Education
University of Central Oklahoma 1989 — 1998
Bachelor’s Degree, Marketing
Financial Industry Regulatory Authority (FINRA) September 2005 - August 2006
LPL Financial March 2004 - September 2005
Commonwealth Financial Network October 2003 - March 2004
LPL Financial April 2002 - October 2003
Commonwealth Financial Group October 2001 - April 2002
Bank One June 1997 - July 2001
Skills
Training, Finance, Investments, Auditing, Securities
Education
University of Central Oklahoma 1989 — 1998
Bachelor’s Degree, Marketing
Anisha Chandra's Commonwealth Financial Group Experience June 2011 - July 2011
Job Associate, Analytics & Modeling at Credigy
Industry Financial Services
Experience
Credigy June 2015 - Present
Credigy June 2013 - May 2015
Argo Systems June 2012 - August 2012
TJX June 2011 - May 2012
Commonwealth Financial Group June 2011 - July 2011
South Carolina Aquarium May 2010 - August 2010
Skills
Investments, Valuation, Microsoft Excel, PowerPoint, Business Strategy, Social Media, Finance
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance, General; Strategic Management and Consulting; Comparative Literature, 3.7
Darlington
Credigy June 2015 - Present
Credigy June 2013 - May 2015
Argo Systems June 2012 - August 2012
TJX June 2011 - May 2012
Commonwealth Financial Group June 2011 - July 2011
South Carolina Aquarium May 2010 - August 2010
Skills
Investments, Valuation, Microsoft Excel, PowerPoint, Business Strategy, Social Media, Finance
Education
Emory University - Goizueta Business School 2009 — 2013
BBA, Finance, General; Strategic Management and Consulting; Comparative Literature, 3.7
Darlington
Alexandra Gemmell's Commonwealth Financial Group Experience February 2015 - Present
Job Director of Client Services to Gary M. Dennis at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group February 2015 - Present
Northwestern Mutual October 2012 - February 2015
Israel, Van Kooy & Days, LLC October 2011 - October 2012
Professional Staffing Group December 2009 - September 2011
Skills
Financial Services, Financial Planning, Life Insurance, Disability Insurance, Variable Annuities, Account Management, Recruiting, Employee Relations, Research, Payroll, PowerPoint, Human Resources, Applicant Tracking..., Customer Service, Social Media, Social Networking, Screening Resumes, Editing, Resume Writing
Education
Northeastern University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Commonwealth Financial Group February 2015 - Present
Northwestern Mutual October 2012 - February 2015
Israel, Van Kooy & Days, LLC October 2011 - October 2012
Professional Staffing Group December 2009 - September 2011
Skills
Financial Services, Financial Planning, Life Insurance, Disability Insurance, Variable Annuities, Account Management, Recruiting, Employee Relations, Research, Payroll, PowerPoint, Human Resources, Applicant Tracking..., Customer Service, Social Media, Social Networking, Screening Resumes, Editing, Resume Writing
Education
Northeastern University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Jeff Baron's Commonwealth Financial Group Experience September 2015 - Present
Job Senior Partner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group September 2015 - Present
Northwestern Mutual Financial Network 2003 - 2015
Open Ratings 2000 - 2003
MediaMap 1994 - 1997
The Weber Group 1993 - 1994
Skills
CRM, Financial Services, Finance, Insurance, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Financial Planning, Analysis, Sales, Retirement
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, General Management
Colby College 1989 — 1993
BA, Government, Creative Writing
Noble & Greenough School 1983 — 1989
HS Diploma
Corporation for Long Term Care
CLTC, Long Term Care Certification
The American College
CLU, ChFC, CASL
Commonwealth Financial Group September 2015 - Present
Northwestern Mutual Financial Network 2003 - 2015
Open Ratings 2000 - 2003
MediaMap 1994 - 1997
The Weber Group 1993 - 1994
Skills
CRM, Financial Services, Finance, Insurance, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Financial Planning, Analysis, Sales, Retirement
Education
Cornell University - Johnson Graduate School of Management 1997 — 1999
MBA, General Management
Colby College 1989 — 1993
BA, Government, Creative Writing
Noble & Greenough School 1983 — 1989
HS Diploma
Corporation for Long Term Care
CLTC, Long Term Care Certification
The American College
CLU, ChFC, CASL
Mary Waida's Commonwealth Financial Group Experience March 2005 - April 2008
Job Marketing Manager at Run On!
Industry Retail
Experience
Run On! July 2010 - Present
Storyville Coffee January 2010 - July 2010
Halftime November 2005 - December 2009
Commonwealth Financial Group March 2005 - April 2008
Learning World January 1993 - October 2005
Skills
Event Planning, Strategic Thinking, Customer Service, Event Management, Market Research, Social Media Marketing, Advertising, Online Marketing, Project Planning, Graphic Design, Leadership, Nonprofits, Leadership Development, Management, Marketing, Social Networking, Coaching, Public Speaking, Team Leadership
Education
Texas Christian University 2001 — 2005
BA Journalism, International Communications, emphasis in Advertising and Public Relations
Coppell High School 1997 — 2001
Run On! July 2010 - Present
Storyville Coffee January 2010 - July 2010
Halftime November 2005 - December 2009
Commonwealth Financial Group March 2005 - April 2008
Learning World January 1993 - October 2005
Skills
Event Planning, Strategic Thinking, Customer Service, Event Management, Market Research, Social Media Marketing, Advertising, Online Marketing, Project Planning, Graphic Design, Leadership, Nonprofits, Leadership Development, Management, Marketing, Social Networking, Coaching, Public Speaking, Team Leadership
Education
Texas Christian University 2001 — 2005
BA Journalism, International Communications, emphasis in Advertising and Public Relations
Coppell High School 1997 — 2001
Will Berry CFP®, CLU, ChFC, AIF®'s Commonwealth Financial Group Experience June 2007 - January 2013
Job Financial Planner at Wealth Planning Resources
Industry Financial Services
Experience
Wealth Planning Resources January 2013 - Present
Commonwealth Financial Group June 2007 - January 2013
Education
University of Massachusetts Boston 2004 — 2006
Masters, Education
James Madison University 1995 — 1999
Simsbury High School 1991 — 1995
Wealth Planning Resources January 2013 - Present
Commonwealth Financial Group June 2007 - January 2013
Education
University of Massachusetts Boston 2004 — 2006
Masters, Education
James Madison University 1995 — 1999
Simsbury High School 1991 — 1995
Tim Chisholm's Commonwealth Financial Group Experience 2007 - 2009
Job Director Business Development & Client Relations at CSS Power
Industry Electrical/Electronic Manufacturing
Experience
The Tuxedo Club May 2010 - Present
CSS Power January 2009 - 2010
Commonwealth Financial Group 2007 - 2009
Schochet Associates 2004 - 2007
Racquet & Tennis Club September 1999 - August 2004
Education
Fordham University 1987 — 1991
Ramsey High School 1984 — 1987
The Tuxedo Club May 2010 - Present
CSS Power January 2009 - 2010
Commonwealth Financial Group 2007 - 2009
Schochet Associates 2004 - 2007
Racquet & Tennis Club September 1999 - August 2004
Education
Fordham University 1987 — 1991
Ramsey High School 1984 — 1987
Matt Clayson's Commonwealth Financial Group Experience August 2000 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group August 2000 - Present
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Mutual Funds, Financial Planners, 401k, Insurance, Investments, Series 63, Uniform Combined State..., Finance, Strategic Financial...
Education
Northeastern University 1995 — 2000
Wellesley High School
Wellesley High School
Commonwealth Financial Group August 2000 - Present
Skills
Retirement, Retirement Planning, Series 7, Estate Planning, Wealth Management, Investment Advisory, Securities, Mutual Funds, Financial Planners, 401k, Insurance, Investments, Series 63, Uniform Combined State..., Finance, Strategic Financial...
Education
Northeastern University 1995 — 2000
Wellesley High School
Wellesley High School
Bowman Kell's Commonwealth Financial Group Experience 1981 - 1989
Job EYU Integration Leader Ernst & Young
Industry Accounting
Experience
Ernst & Young January 2007 - Present
America's Community Bankers 2004 - 2006
Wachovia Bank 1994 - 2004
PRISM Consulting 1990 - 1994
Commonwealth Financial Group 1981 - 1989
Skills
Leadership Development, Executive Coaching, MBTI, Coaching, DDI, Talent Management, Organizational..., Banking, Succession Planning, Talent Development, Instructional Design, Performance Management, Change Management, Employee Engagement, Career Development, Onboarding, Team Building, Acquisition Integration, 360 Feedback, Executive Development, Mentoring, Strategic Planning, Team Management, Organizational Change, Staff Development, Team Leadership, Program Management, Mergers
Education
University of Houston
MBA
University of Houston
BS
Ernst & Young January 2007 - Present
America's Community Bankers 2004 - 2006
Wachovia Bank 1994 - 2004
PRISM Consulting 1990 - 1994
Commonwealth Financial Group 1981 - 1989
Skills
Leadership Development, Executive Coaching, MBTI, Coaching, DDI, Talent Management, Organizational..., Banking, Succession Planning, Talent Development, Instructional Design, Performance Management, Change Management, Employee Engagement, Career Development, Onboarding, Team Building, Acquisition Integration, 360 Feedback, Executive Development, Mentoring, Strategic Planning, Team Management, Organizational Change, Staff Development, Team Leadership, Program Management, Mergers
Education
University of Houston
MBA
University of Houston
BS
Louisa Hansen's Commonwealth Financial Group Experience November 2000 - January 2003
Job Program Manager at SYNNEX
Industry Computer Hardware
Experience
SYNNEX January 2015 - Present
Dell May 2004 - December 2014
Healthline/Premier Research Labs March 2003 - May 2004
Commonwealth Financial Group November 2000 - January 2003
Skills
Solution Selling, Sales Process, Account Management, Direct Sales, Cloud Computing, Enterprise Software, Sales Operations, Go-to-market Strategy, Product Marketing, SaaS, Product Management, Sales, Channel Partners, Managed Services, Professional Services, Salesforce.com
Education
Clemson University 1992 — 1998
Bachelor of Science (BS), Health Science
Porter Gaud 1980 — 1992
SYNNEX January 2015 - Present
Dell May 2004 - December 2014
Healthline/Premier Research Labs March 2003 - May 2004
Commonwealth Financial Group November 2000 - January 2003
Skills
Solution Selling, Sales Process, Account Management, Direct Sales, Cloud Computing, Enterprise Software, Sales Operations, Go-to-market Strategy, Product Marketing, SaaS, Product Management, Sales, Channel Partners, Managed Services, Professional Services, Salesforce.com
Education
Clemson University 1992 — 1998
Bachelor of Science (BS), Health Science
Porter Gaud 1980 — 1992
Jim Van Arsdale's Commonwealth Financial Group Experience February 2011 - Present
Job Financial Advisor at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group February 2011 - Present
O.M. Financial Group September 2009 - Present
Members United Corporate Federal Credit Union November 2007 - January 2009
The Central Credit Union Fund April 2004 - November 2007
Skills
Executive benefit plans, Retirement Plan..., Risk Management, Employee Benefits, Financial Planning, Retirement, Investments, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Banking, Mutual Funds, Financial Services, Portfolio Management, Executive Pay, Loans, Strategic Planning, Securities, Credit, Executive Management, Credit Unions, Start-ups, Disability Insurance, Retirement Planning, Management, Wealth Management
Education
University of Kansas - Graduate School of Business 1986 — 1991
MBA
College for Financial Planning 1983 — 1987
CFP Program
Rockhurst University 1978 — 1980
University of Missouri-Columbia 1973 — 1977
Bachelor of Science (BS)
Commonwealth Financial Group February 2011 - Present
O.M. Financial Group September 2009 - Present
Members United Corporate Federal Credit Union November 2007 - January 2009
The Central Credit Union Fund April 2004 - November 2007
Skills
Executive benefit plans, Retirement Plan..., Risk Management, Employee Benefits, Financial Planning, Retirement, Investments, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Banking, Mutual Funds, Financial Services, Portfolio Management, Executive Pay, Loans, Strategic Planning, Securities, Credit, Executive Management, Credit Unions, Start-ups, Disability Insurance, Retirement Planning, Management, Wealth Management
Education
University of Kansas - Graduate School of Business 1986 — 1991
MBA
College for Financial Planning 1983 — 1987
CFP Program
Rockhurst University 1978 — 1980
University of Missouri-Columbia 1973 — 1977
Bachelor of Science (BS)
Dina Johnson's Commonwealth Financial Group Experience July 2014 - Present
Job Executive Assistant at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group July 2014 - Present
Investment Advisory Group, LLC March 2014 - July 2014
Investment Advisory Group, LLC August 2010 - February 2014
Education
Isenberg School of Management, UMass Amherst
Commonwealth Financial Group July 2014 - Present
Investment Advisory Group, LLC March 2014 - July 2014
Investment Advisory Group, LLC August 2010 - February 2014
Education
Isenberg School of Management, UMass Amherst
Loranger, Jon's Commonwealth Financial Group Experience March 2006 - Present
Job Director, Partner Services at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group March 2006 - Present
First Investors Corporation 2003 - 2005
Education
Northeastern University 1998 — 2003
Bachelors, Business Administration
Biddeford High School 1995 — 1998
Commonwealth Financial Group March 2006 - Present
First Investors Corporation 2003 - 2005
Education
Northeastern University 1998 — 2003
Bachelors, Business Administration
Biddeford High School 1995 — 1998
Chet Lamkey's Commonwealth Financial Group Experience June 1985 - October 1988
Job Principal at CAS Capital, LLC
Industry Financial Services
Experience
CAS Capital, LLC June 2011 - Present
Royal Blue Capital, LLC January 2009 - June 2011
YRC Worldwide, Inc. October 1988 - December 2009
Commonwealth Financial Group June 1985 - October 1988
Deloitte Touche, LLP June 1981 - July 1985
Skills
Financial Analysis, Auditing, Finance, Forecasting, Mergers, Management, Financial Reporting, Process Improvement, Executive Management, Mergers & Acquisitions, Private Equity, Managerial Finance, Pricing, Supply Chain Management, Leadership, Business Valuation, Start-ups, Acquisition Integration, Business Development, Budgets, Due Diligence, Risk Management, Strategy, Business Planning, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Corporate Finance, Venture Capital, Growth Strategies, Asset Management
Education
University of Missouri
BSBA, Accounting
Rockhurst University 2003 — 2004
MBA, Executive Fellows
CAS Capital, LLC June 2011 - Present
Royal Blue Capital, LLC January 2009 - June 2011
YRC Worldwide, Inc. October 1988 - December 2009
Commonwealth Financial Group June 1985 - October 1988
Deloitte Touche, LLP June 1981 - July 1985
Skills
Financial Analysis, Auditing, Finance, Forecasting, Mergers, Management, Financial Reporting, Process Improvement, Executive Management, Mergers & Acquisitions, Private Equity, Managerial Finance, Pricing, Supply Chain Management, Leadership, Business Valuation, Start-ups, Acquisition Integration, Business Development, Budgets, Due Diligence, Risk Management, Strategy, Business Planning, Sarbanes-Oxley Act, Strategic Financial..., Financial Modeling, Corporate Finance, Venture Capital, Growth Strategies, Asset Management
Education
University of Missouri
BSBA, Accounting
Rockhurst University 2003 — 2004
MBA, Executive Fellows
Mark Bulwicz's Commonwealth Financial Group Experience 1985 - 1986
Job HR Business Partner Compliance & Workforce Diversity Expert
Industry Human Resources
Experience
AAPS, Doylestown, PA January 2001 - Present
T-Mobile (Omnipoint/Voicestream) October 1996 - December 2000
BULWICZ HR CONSULTING 1990 - 1996
BASF (Cognis Process Chemicals) April 1986 - June 1990
COMMONWEALTH FINANCIAL GROUP 1985 - 1986
Skills
Organizational..., Talent Acquisition, Employee Relations..., Strategic HR, EEO/AA Compliance, EEO Investigations, SAP HR, Human Resources, Personnel Management, Workforce Planning, Recruiting, Training, Change Management, Succession Planning, Talent Management, HRIS, Performance Management, HR Policies, Employee Relations
Education
Montclair State University
Bachelor of Arts (B.A.), Behavioral Sciences
AAPS, Doylestown, PA January 2001 - Present
T-Mobile (Omnipoint/Voicestream) October 1996 - December 2000
BULWICZ HR CONSULTING 1990 - 1996
BASF (Cognis Process Chemicals) April 1986 - June 1990
COMMONWEALTH FINANCIAL GROUP 1985 - 1986
Skills
Organizational..., Talent Acquisition, Employee Relations..., Strategic HR, EEO/AA Compliance, EEO Investigations, SAP HR, Human Resources, Personnel Management, Workforce Planning, Recruiting, Training, Change Management, Succession Planning, Talent Management, HRIS, Performance Management, HR Policies, Employee Relations
Education
Montclair State University
Bachelor of Arts (B.A.), Behavioral Sciences
Courtney Brien's Commonwealth Financial Group Experience July 1987 - February 1989
Job Head Wine Taster and Asst. Vacation Planner at Brien Retirement Resources
Industry Information Technology and Services
Experience
Brien Retirement Resources February 2011 - Present
Brien Management Consultants September 2010 - Present
MedServe, Inc. September 2005 - March 2011
Brien Management Consultants February 2002 - September 2005
Luminant Worldwide May 2000 - February 2002
Group Maintenance America April 1998 - January 2000
American Residential Services (ARS) 1998 - 1999
Houston Cellular January 1992 - May 1997
Continental Airlines February 1989 - January 1992
Commonwealth Financial Group July 1987 - February 1989
Skills
Start-ups, Strategy, Strategic Planning, Process Improvement, Professional Services, Management Consulting, Outsourcing, Project Management, Leadership, Mergers, IT Strategy, Team Building, Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
The University of Texas at Austin 1972 — 1975
BS, Radio-TV-Film
Brien Retirement Resources February 2011 - Present
Brien Management Consultants September 2010 - Present
MedServe, Inc. September 2005 - March 2011
Brien Management Consultants February 2002 - September 2005
Luminant Worldwide May 2000 - February 2002
Group Maintenance America April 1998 - January 2000
American Residential Services (ARS) 1998 - 1999
Houston Cellular January 1992 - May 1997
Continental Airlines February 1989 - January 1992
Commonwealth Financial Group July 1987 - February 1989
Skills
Start-ups, Strategy, Strategic Planning, Process Improvement, Professional Services, Management Consulting, Outsourcing, Project Management, Leadership, Mergers, IT Strategy, Team Building, Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
The University of Texas at Austin 1972 — 1975
BS, Radio-TV-Film
Jason Luck's Commonwealth Financial Group Experience October 2013 - Present
Job Financial Advisor The Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group October 2013 - Present
The Bulfinch Group July 2009 - October 2013
Securitas Financial Group June 2006 - July 2009
Boston South Financial Group May 2005 - June 2006
IBT September 2001 - May 2005
Skills
Disability Insurance, Long-term Care, Investments, Insurance, Securities, Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Series 7, Financial Services, Wealth Management, Financial Planning
Education
Assumption College 1997 — 2001
BS, Economics
Boston College High School 1993 — 1997
Diploma, General Studies
Commonwealth Financial Group October 2013 - Present
The Bulfinch Group July 2009 - October 2013
Securitas Financial Group June 2006 - July 2009
Boston South Financial Group May 2005 - June 2006
IBT September 2001 - May 2005
Skills
Disability Insurance, Long-term Care, Investments, Insurance, Securities, Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Series 7, Financial Services, Wealth Management, Financial Planning
Education
Assumption College 1997 — 2001
BS, Economics
Boston College High School 1993 — 1997
Diploma, General Studies
Bonnie Finklea's Commonwealth Financial Group Experience August 2008 - Present
Job Administrative Assistant at Commonwealth Financial Group
Industry Security and Investigations
Experience
Commonwealth Financial Group August 2008 - Present
Special Ops Paintball December 2005 - September 2008
Education
Salt Lake Community College
Art
Weber State University
Business Administration
Commonwealth Financial Group August 2008 - Present
Special Ops Paintball December 2005 - September 2008
Education
Salt Lake Community College
Art
Weber State University
Business Administration
Chris Reintjes's Commonwealth Financial Group Experience September 2002 - March 2011
Job Senior Loan Advisor at BankFund Staff Federal Credit Union
Industry Banking
Experience
Bank-Fund Staff Federal Credit Union April 2015 - Present
Washington Circle Business Association (WCBA) April 2014 - April 2015
Congressional Bank June 2011 - April 2015
Commonwealth Financial Group September 2002 - March 2011
Skills
Commercial Lending, Business Development, Lead Generation, Commercial Banking, Small Business Lending, Banking, Credit, Budgets, Financial Services, Small Business, Loans, Executive Management, Mortgage Lending, Real Estate Financing, Finance, Real Estate Economics, Strategic Planning, Risk Management, Management Consulting, Sales, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Due Diligence, Leadership, Underwriting, Credit Risk
Education
James Madison University
Bachelor, Science
University of Maryland University College
Master of Business Administration (MBA)
University of Maryland University College
MS, Finance
Bank-Fund Staff Federal Credit Union April 2015 - Present
Washington Circle Business Association (WCBA) April 2014 - April 2015
Congressional Bank June 2011 - April 2015
Commonwealth Financial Group September 2002 - March 2011
Skills
Commercial Lending, Business Development, Lead Generation, Commercial Banking, Small Business Lending, Banking, Credit, Budgets, Financial Services, Small Business, Loans, Executive Management, Mortgage Lending, Real Estate Financing, Finance, Real Estate Economics, Strategic Planning, Risk Management, Management Consulting, Sales, Investments, Financial Modeling, Financial Analysis, Portfolio Management, Credit Analysis, Mergers & Acquisitions, Due Diligence, Leadership, Underwriting, Credit Risk
Education
James Madison University
Bachelor, Science
University of Maryland University College
Master of Business Administration (MBA)
University of Maryland University College
MS, Finance
Lynne Sands-Patton's Commonwealth Financial Group Experience January 2015 - September 2015
Job Client Services Manager
Industry Financial Services
Experience
Commonwealth Financial Group January 2015 - September 2015
Baystate Financial Services November 2007 - January 2015
Nantucket Winds Gift Baskets October 2004 - October 2007
Skills
Insurance, Customer Service, Life Insurance, Investments, Retirement Planning, Management, Financial Services, Retirement, Wealth Management, Disability Insurance, Mutual Funds, Financial Planning, Sales
Education
Aquinas College 1989 — 1991
Associates, Sciences
Watertown 1980 — 1984
Diploma
Commonwealth Financial Group January 2015 - September 2015
Baystate Financial Services November 2007 - January 2015
Nantucket Winds Gift Baskets October 2004 - October 2007
Skills
Insurance, Customer Service, Life Insurance, Investments, Retirement Planning, Management, Financial Services, Retirement, Wealth Management, Disability Insurance, Mutual Funds, Financial Planning, Sales
Education
Aquinas College 1989 — 1991
Associates, Sciences
Watertown 1980 — 1984
Diploma
William Avril's Commonwealth Financial Group Experience February 1983 - Present
Job Financial Services Professional, Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group February 1983 - Present
Savin Copiers September 1981 - January 1983
Skills
Retirement, Long-term Care, 401k, Fixed Annuities, Financial Planners, Mortgage Lending, Financial Analysis, Securities, Small Business, Investment Advisory, Banking, Employee Benefits
Education
Nichols College 1979 — 1981
Bachelor of Science, Business Management
Bridgewater State University 1977 — 1979
Acton Boxboro Regional High School 1973 — 1977
Commonwealth Financial Group February 1983 - Present
Savin Copiers September 1981 - January 1983
Skills
Retirement, Long-term Care, 401k, Fixed Annuities, Financial Planners, Mortgage Lending, Financial Analysis, Securities, Small Business, Investment Advisory, Banking, Employee Benefits
Education
Nichols College 1979 — 1981
Bachelor of Science, Business Management
Bridgewater State University 1977 — 1979
Acton Boxboro Regional High School 1973 — 1977
Ryan Smith, CFP®, RICP® MSFP's Commonwealth Financial Group Experience July 2011 - December 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
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
Jeff Durst's Commonwealth Financial Group Experience 1984 - 1987
Job Owner at The Green House
Industry Health, Wellness and Fitness
Experience
The Green House May 2003 - Present
Jeff Durst Consulting 1997 - 2000
Enron 1999 - 1999
Dynegy 1997 - 1998
Ernst & Young 1987 - 1997
Commonwealth Financial Group 1984 - 1987
Skills
Natural Gardening, Organic Gardening, Paleo Diet Guy, Natural Health, Herbal Remedies, Healthy Eating
Education
University of Santa Monica 1996 — 1997
MA, Applied/Spiritual Psychology
Texas A&M University 1979 — 1983
BS, Agricultural Economics
The Green House May 2003 - Present
Jeff Durst Consulting 1997 - 2000
Enron 1999 - 1999
Dynegy 1997 - 1998
Ernst & Young 1987 - 1997
Commonwealth Financial Group 1984 - 1987
Skills
Natural Gardening, Organic Gardening, Paleo Diet Guy, Natural Health, Herbal Remedies, Healthy Eating
Education
University of Santa Monica 1996 — 1997
MA, Applied/Spiritual Psychology
Texas A&M University 1979 — 1983
BS, Agricultural Economics
Sarah Whitman Taylor's Commonwealth Financial Group Experience August 2002 - January 2006
Job Life Underwriter at Transamerica
Industry Insurance
Experience
Transamerica June 2013 - Present
Shenandoah Life Insurance Company January 2006 - May 2013
Commonwealth Financial Group August 2002 - January 2006
Education
Appalachian State University 1998 — 2002
Bachelor of Science in Recreation Management, Concentration in Outdoor Experiential Education
Transamerica June 2013 - Present
Shenandoah Life Insurance Company January 2006 - May 2013
Commonwealth Financial Group August 2002 - January 2006
Education
Appalachian State University 1998 — 2002
Bachelor of Science in Recreation Management, Concentration in Outdoor Experiential Education
Jon R. Freedman's Commonwealth Financial Group Experience 1974 - Present
Job Partner, Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group 1974 - Present
Education
University of Rhode Island 1970 — 1974
BA, Economics
Lawrence School
Commonwealth Financial Group 1974 - Present
Education
University of Rhode Island 1970 — 1974
BA, Economics
Lawrence School
Huiming Guo's Commonwealth Financial Group Experience September 2013 - July 2015
Job Assistant Vice President, Boston Partners Financial Group LLC
Industry Financial Services
Experience
Commonwealth Financial Group September 2013 - July 2015
Boston Medicine Inc March 2008 - December 2012
Tufts Medical Center September 2003 - December 2007
Tufts University School of Medicine February 1993 - July 2003
Education
University of Hawaii at Manoa-School of Medicine 1989 — 1992
Doctor of Philosophy (Ph.D.), Biophysicis
University of Hawaii at Manoa 1986 — 1989
Master's Degree, Biophysics
Shanghai Medical University 1977 — 1982
Medicine
Commonwealth Financial Group September 2013 - July 2015
Boston Medicine Inc March 2008 - December 2012
Tufts Medical Center September 2003 - December 2007
Tufts University School of Medicine February 1993 - July 2003
Education
University of Hawaii at Manoa-School of Medicine 1989 — 1992
Doctor of Philosophy (Ph.D.), Biophysicis
University of Hawaii at Manoa 1986 — 1989
Master's Degree, Biophysics
Shanghai Medical University 1977 — 1982
Medicine
Daniel Lansky's Commonwealth Financial Group Experience January 2010 - April 2010
Job Owner of Mister Hats
Industry Retail
Experience
Mister Hats July 2015 - Present
Gildan August 2011 - July 2015
Gildan June 2010 - August 2011
Commonwealth Financial Group January 2010 - April 2010
Cougar Calling Center June 2009 - December 2009
Independent Bank May 2008 - August 2009
Mister Hats May 2007 - December 2007
Skills
Financial Analysis, Forecasting
Education
College of Charleston 2006 — 2010
BS, Economics, Finance, Mathematics
Mister Hats July 2015 - Present
Gildan August 2011 - July 2015
Gildan June 2010 - August 2011
Commonwealth Financial Group January 2010 - April 2010
Cougar Calling Center June 2009 - December 2009
Independent Bank May 2008 - August 2009
Mister Hats May 2007 - December 2007
Skills
Financial Analysis, Forecasting
Education
College of Charleston 2006 — 2010
BS, Economics, Finance, Mathematics
Clifford Garnett's Commonwealth Financial Group Experience July 1981 - November 1989
Job CEO at CI Medical, Inc.
Industry Medical Devices
Experience
CI Medical, Inc. December 1989 - Present
Commonwealth Financial Group July 1981 - November 1989
PwC August 1976 - June 1981
Skills
Business Strategy, Entrepreneurship, New Business Development, Product Management, Sales Management, Team Building, Strategic Partnerships, Business Development, Product Development, Cross-functional Team..., Leadership, Strategy, Executive Management, Business Process..., Management Consulting, Management, Start-ups, Sales
Education
Babson College 1974 — 1976
BSBA, Accounting/Finance
CI Medical, Inc. December 1989 - Present
Commonwealth Financial Group July 1981 - November 1989
PwC August 1976 - June 1981
Skills
Business Strategy, Entrepreneurship, New Business Development, Product Management, Sales Management, Team Building, Strategic Partnerships, Business Development, Product Development, Cross-functional Team..., Leadership, Strategy, Executive Management, Business Process..., Management Consulting, Management, Start-ups, Sales
Education
Babson College 1974 — 1976
BSBA, Accounting/Finance
Harris Rosenheim's Commonwealth Financial Group Experience November 2009 - April 2010
Job Wealth Planning Analyst at UBS
Industry Financial Services
Experience
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
UBS June 2015 - Present
The Fenn School July 2013 - June 2015
The Fenn School September 2012 - June 2013
Harvard Business School April 2010 - August 2012
Connecticut College 2009 - 2012
Commonwealth Financial Group November 2009 - April 2010
Commonwealth Financial Group June 2008 - August 2008
Bank of New York Mellon June 2007 - August 2007
Skills
Fundraising, Volunteer Management, Alumni Relations, Annual Giving, Nonprofits, Program Development, Community Outreach, Research, Marketing, Strategic Planning, Data Analysis, Philanthropy, Event Planning, Higher Education, Stewardship, Public Speaking, Donor Solicitation, Marketing Communications
Education
Connecticut College 2005 — 2009
B.A., Economics
Wayland High School 2001 — 2005
The Fenn School 1997 — 2001
Bruce Shanker's Commonwealth Financial Group Experience 1985 - 1994
Job CFO at Z&B Enterprises, Inc
Industry Real Estate
Experience
Z&B Enterprises, Inc April 2004 - Present
Stonegate Enterprises Inc March 2004 - Present
L&B Acquisitions, LLC October 2003 - March 2010
Florida Holocaust Museum 1999 - 2003
Tampa Orlando Pinellas Foundation, Tampa, Florida 1994 - 1999
Commonwealth Financial Group 1985 - 1994
Skills
Strategic Financial..., Estate Planning, Financial Statements, Managerial Finance, Risk Management, Mailing List Management, Variance Analysis, Tax Preparation, Retirement Planning, Budgets, Real Estate, Management, Marketing, Accounting, Business Analysis, Small Business..., List Management & Data..., Financial Reporting, Investments, Strategic Planning, Analysis, Auditing, Marketing Strategy
Education
University of Maryland College Park 1976 — 1980
Bachelor of Arts (BA), Accounting and Finance
University of Colorado Boulder 1970 — 1975
BS, Sociology, Education
Z&B Enterprises, Inc April 2004 - Present
Stonegate Enterprises Inc March 2004 - Present
L&B Acquisitions, LLC October 2003 - March 2010
Florida Holocaust Museum 1999 - 2003
Tampa Orlando Pinellas Foundation, Tampa, Florida 1994 - 1999
Commonwealth Financial Group 1985 - 1994
Skills
Strategic Financial..., Estate Planning, Financial Statements, Managerial Finance, Risk Management, Mailing List Management, Variance Analysis, Tax Preparation, Retirement Planning, Budgets, Real Estate, Management, Marketing, Accounting, Business Analysis, Small Business..., List Management & Data..., Financial Reporting, Investments, Strategic Planning, Analysis, Auditing, Marketing Strategy
Education
University of Maryland College Park 1976 — 1980
Bachelor of Arts (BA), Accounting and Finance
University of Colorado Boulder 1970 — 1975
BS, Sociology, Education
Robert Skloff's Commonwealth Financial Group Experience September 1983 - Present
Job Financial Planner at Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group September 1983 - Present
Skills
Retirement, Strategic Financial..., Investments, Estate Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Financial Services, Financial Planners
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Economics
Commonwealth Financial Group September 1983 - Present
Skills
Retirement, Strategic Financial..., Investments, Estate Planning, Series 7, Investment Advisory, Wealth Management, Mutual Funds, Series 63, Financial Services, Financial Planners
Education
University of Massachusetts, Amherst 1979 — 1983
BA, Economics
Brian Hoesly's Commonwealth Financial Group Experience April 2013 - Present
Job Financial Planning Associate at Commonwealth Planning
Industry Financial Services
Experience
Commonwealth Financial Group April 2013 - Present
eSecLending September 2010 - April 2013
Coldwell Banker Real Estate September 2010 - December 2010
Skills
Bloomberg, Financial Modeling, Mutual Funds
Education
Siena College 2006 — 2010
BS, Finance
Siena College 2006 — 2010
BS, Finance
Commonwealth Financial Group April 2013 - Present
eSecLending September 2010 - April 2013
Coldwell Banker Real Estate September 2010 - December 2010
Skills
Bloomberg, Financial Modeling, Mutual Funds
Education
Siena College 2006 — 2010
BS, Finance
Siena College 2006 — 2010
BS, Finance
Thomas Monti's Commonwealth Financial Group Experience August 1995 - September 2000
Job attorney experienced in divorce, support, custody, wills, trusts, estates and planning
Industry Law Practice
Experience
Law Office of Thomas A. Monti January 2007 - Present
MML Investors Services, Inc October 2003 - December 2006
MassMutual 2000 - 2006
Massachusetts Mutual Life October 2000 - October 2003
Commonwealth Financial Group August 1995 - September 2000
Connecticut mutual life 1983 - 1996
Skills
Estate Planning, Corporate Law, Wills, Trusts, Courts, Fixed Annuities, Investments
Education
Suffolk University Law School 1979 — 1983
JD, law
University ofConnectcut 1974 — 1976
MBA
Syracuse University 1968 — 1972
BS, Management
Law Office of Thomas A. Monti January 2007 - Present
MML Investors Services, Inc October 2003 - December 2006
MassMutual 2000 - 2006
Massachusetts Mutual Life October 2000 - October 2003
Commonwealth Financial Group August 1995 - September 2000
Connecticut mutual life 1983 - 1996
Skills
Estate Planning, Corporate Law, Wills, Trusts, Courts, Fixed Annuities, Investments
Education
Suffolk University Law School 1979 — 1983
JD, law
University ofConnectcut 1974 — 1976
MBA
Syracuse University 1968 — 1972
BS, Management
Robert Trudo's Commonwealth Financial Group Experience December 2009 - February 2013
Job VALIC Financial Advisors
Industry Financial Services
Experience
VALIC February 2013 - Present
Commonwealth Financial Group December 2009 - February 2013
MetLife December 1996 - December 2009
Skills
Insurance, Retirement, Disability Insurance, Strategic Financial..., Investments, Retirement Planning
Education
Suffolk University 1992 — 1996
Suffolk University 1992 — 1996
Bachelor of Arts (BA), Journalism
VALIC February 2013 - Present
Commonwealth Financial Group December 2009 - February 2013
MetLife December 1996 - December 2009
Skills
Insurance, Retirement, Disability Insurance, Strategic Financial..., Investments, Retirement Planning
Education
Suffolk University 1992 — 1996
Suffolk University 1992 — 1996
Bachelor of Arts (BA), Journalism
Nicole Cain's Commonwealth Financial Group Experience May 2014 - Present
Job Professional Financial Planning
Industry Financial Services
Experience
Commonwealth Financial Group May 2014 - Present
Education
Boston University 2014 — 2015
Financial Planning Certificate
Simmons College - Simmons School of Management 2012 — 2013
MBA Concentration - Graduate School of Management
Regis College 1996 — 1999
Bachelor of Arts, Management
Commonwealth Financial Group May 2014 - Present
Education
Boston University 2014 — 2015
Financial Planning Certificate
Simmons College - Simmons School of Management 2012 — 2013
MBA Concentration - Graduate School of Management
Regis College 1996 — 1999
Bachelor of Arts, Management
Donna (Indelicato) Potts's Commonwealth Financial Group Experience 1996 - 2000
Job Branch Manager at AAA Northeast
Industry Retail
Experience
AAA Southern New England May 2012 - Present
Williams-Sonoma, Inc. November 2002 - April 2011
Commonwealth Financial Group 1996 - 2000
Hyatt Hotels Corporation 1993 - 1996
Walt Disney World 1991 - 1993
Skills
Merchandising, Visual Merchandising, Loss Prevention, Store Management, Microsoft Excel, Microsoft Office, Inventory Control, Inventory Management, Retail, Training, Community Outreach, Customer Satisfaction, Strategic Planning, Management, Marketing, Research, Customer Service
Education
Merrimack College 1987 — 1991
BS, Business Management
AAA Southern New England May 2012 - Present
Williams-Sonoma, Inc. November 2002 - April 2011
Commonwealth Financial Group 1996 - 2000
Hyatt Hotels Corporation 1993 - 1996
Walt Disney World 1991 - 1993
Skills
Merchandising, Visual Merchandising, Loss Prevention, Store Management, Microsoft Excel, Microsoft Office, Inventory Control, Inventory Management, Retail, Training, Community Outreach, Customer Satisfaction, Strategic Planning, Management, Marketing, Research, Customer Service
Education
Merrimack College 1987 — 1991
BS, Business Management
George Kern CPA CMA's Commonwealth Financial Group Experience August 1983 - 1991
Job Accounting Professional
Industry Accounting
Experience
Accretive Solutions September 1999 - Present
Horn, Wallace, Cole & Co 1999 - 2007
G William Kern CPA January 1996 - September 1999
Transworld Mortgage March 1991 - December 1995
Commonwealth Financial Group August 1983 - 1991
Skills
Internal Controls, General Ledger, Accounting, Financial Reporting, Quickbooks, Consolidation, GAAP, SEC filings, Sarbanes-Oxley Act, QuickBooks, Fixed Assets, CPA, Internal Audit, Sarbanes-Oxley
Education
Drake University 1962 — 1965
BS in Business Administration, Accounting major
Accretive Solutions September 1999 - Present
Horn, Wallace, Cole & Co 1999 - 2007
G William Kern CPA January 1996 - September 1999
Transworld Mortgage March 1991 - December 1995
Commonwealth Financial Group August 1983 - 1991
Skills
Internal Controls, General Ledger, Accounting, Financial Reporting, Quickbooks, Consolidation, GAAP, SEC filings, Sarbanes-Oxley Act, QuickBooks, Fixed Assets, CPA, Internal Audit, Sarbanes-Oxley
Education
Drake University 1962 — 1965
BS in Business Administration, Accounting major
Jim Dowling MSFS, CFP, CLU, ChFC, CASL's Commonwealth Financial Group Experience 2001 - 2002
Job Managing Director at Altium Wealth Management, LLC
Industry Financial Services
Experience
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group, LLC 2002 - 2010
Commonwealth Financial Group 2001 - 2002
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Strategic Financial...
Education
The American College 2008 — 2010
Masters Degree, Financial Services
College of the Holy Cross 1997 — 2001
Bachelor's Degree, Economics, Music
John Jay High School 1993 — 1997
Altium Wealth Management, LLC October 2010 - Present
Opus Advisory Group, LLC 2002 - 2010
Commonwealth Financial Group 2001 - 2002
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Strategic Financial...
Education
The American College 2008 — 2010
Masters Degree, Financial Services
College of the Holy Cross 1997 — 2001
Bachelor's Degree, Economics, Music
John Jay High School 1993 — 1997
Andrew Merriken's Commonwealth Financial Group Experience January 2012 - September 2012
Job Executive Recruiter Information Services at The Bowdoin Group
Industry Staffing and Recruiting
Experience
The Bowdoin Group September 2012 - Present
Commonwealth Financial Group January 2012 - September 2012
Foreside Insurance Group September 2011 - January 2012
Copper Mountain Resort December 2009 - April 2011
University of Maine at Farmington August 2009 - November 2010
Skills
Recruiting, Healthcare, Permanent Staffing, Microsoft Excel, Leadership, Marketing, Relationship..., Microsoft Word, Account Management, Cold Calling, Team Building, Public Speaking, Microsoft Office, Outlook, Technical Recruiting, Strategic Planning, Project Management, Coaching, Customer Service, PowerPoint, Social Networking, Sales Management, New Business Development, Advertising, Public Relations, Event Planning, Social Media Marketing, Salesforce.com, Research, Team Leadership, Facebook, Management, Sales, Event Management, Online Advertising, Analysis, Fundraising, Business Development, Time Management, Email Marketing, Zombies, Marketing Communications, Juggling, Market Research, Marketing Strategy, Social Media, Training, CRM
Education
University of Maine at Farmington 2005 — 2009
Bachelor of Arts, Business Psychology
The Bowdoin Group September 2012 - Present
Commonwealth Financial Group January 2012 - September 2012
Foreside Insurance Group September 2011 - January 2012
Copper Mountain Resort December 2009 - April 2011
University of Maine at Farmington August 2009 - November 2010
Skills
Recruiting, Healthcare, Permanent Staffing, Microsoft Excel, Leadership, Marketing, Relationship..., Microsoft Word, Account Management, Cold Calling, Team Building, Public Speaking, Microsoft Office, Outlook, Technical Recruiting, Strategic Planning, Project Management, Coaching, Customer Service, PowerPoint, Social Networking, Sales Management, New Business Development, Advertising, Public Relations, Event Planning, Social Media Marketing, Salesforce.com, Research, Team Leadership, Facebook, Management, Sales, Event Management, Online Advertising, Analysis, Fundraising, Business Development, Time Management, Email Marketing, Zombies, Marketing Communications, Juggling, Market Research, Marketing Strategy, Social Media, Training, CRM
Education
University of Maine at Farmington 2005 — 2009
Bachelor of Arts, Business Psychology
Chris Vallerie's Commonwealth Financial Group Experience June 2015 - Present
Job Intern at Commonwealth Finanical Group
Industry Financial Services
Experience
Commonwealth Financial Group June 2015 - Present
Greenwich Youth Soccer Association March 2008 - Present
Mount Snow November 2012 - April 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
University of Massachusetts, Amherst 2012 — 2016
Norwalk High School 2008 — 2012
Diploma
Commonwealth Financial Group June 2015 - Present
Greenwich Youth Soccer Association March 2008 - Present
Mount Snow November 2012 - April 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Research, Public Speaking
Education
Isenberg School of Management, UMass Amherst 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
University of Massachusetts, Amherst 2012 — 2016
Norwalk High School 2008 — 2012
Diploma
Jenna Tennant's Commonwealth Financial Group Experience March 2014 - Present
Job Administrative Assistant at Commonwealth Financial Group
Industry Banking
Experience
Commonwealth Financial Group March 2014 - Present
Braintree Cooperative Bank December 2007 - March 2014
Skills
Customer Service, Microsoft Office, Banking, Microsoft Word, PowerPoint, Retail Banking
Education
Fitchburg State University 2008 — 2013
Bachelor of Science (B.S.), Interdisciplinary Studies
Commonwealth Financial Group March 2014 - Present
Braintree Cooperative Bank December 2007 - March 2014
Skills
Customer Service, Microsoft Office, Banking, Microsoft Word, PowerPoint, Retail Banking
Education
Fitchburg State University 2008 — 2013
Bachelor of Science (B.S.), Interdisciplinary Studies
Aileen Yates's Commonwealth Financial Group Experience February 2014 - Present
Job
Industry Financial Services
Experience
Commonwealth Financial Group February 2014 - Present
Education
Boston College
Commonwealth Financial Group February 2014 - Present
Education
Boston College
Margaret St. Jean's Commonwealth Financial Group Experience June 2012 - Present
Job Intern at Commonwealth Financial Group
Industry
Experience
Commonwealth Financial Group June 2012 - Present
Saltbox Farm May 2013 - August 2013
Reasons To Be Cheerful June 2010 - August 2012
Divide in Concord January 2010 - April 2012
Skills
Microsoft Excel, Research, Environmental Policy, Sustainable Development, Microsoft Word
Education
Colorado College 2012 — 2016
Bachelor's Degree, Environmental Science
Concord-Carlisle High School 2009 — 2012
Chewonki Semester School 2010 — 2010
Commonwealth Financial Group June 2012 - Present
Saltbox Farm May 2013 - August 2013
Reasons To Be Cheerful June 2010 - August 2012
Divide in Concord January 2010 - April 2012
Skills
Microsoft Excel, Research, Environmental Policy, Sustainable Development, Microsoft Word
Education
Colorado College 2012 — 2016
Bachelor's Degree, Environmental Science
Concord-Carlisle High School 2009 — 2012
Chewonki Semester School 2010 — 2010