Commonwealth Financial Network

Industry: Financial services company

Description

Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. AUM: Approximately $156 billion Headquarters: Waltham, Massachusetts, United States Revenue: 1.233 billion USD (2017) Founder: Joseph Deitch Founded: 1979 Subsidiaries: Comeaux Bond Daigle, LLC,

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Commonwealth Financial Network Employees

Employee
Years
Job
Industry
Charles H. Brown Charles H. Brown New York, New York Details
Charles H. Brown's Commonwealth Financial Network Experience June 2010 - June 2012
Job Strategy Consultant at Accenture
Industry Management Consulting
Experience
Accenture  July 2014 - Present
Accenture  June 2013 - August 2013
Commonwealth Financial Network   June 2010 - June 2012
IPC Systems, Inc.   June 2009 - August 2009
Custom Card Prints   October 2006 - July 2007
300 Below, Inc.   2007 - 2007

Skills
Strategic Thinking, Public Speaking, Leadership, Bloomberg, Security Analysis, Microsoft Office, Management Consulting, Marketing, Data Analysis, Strategy, Investments, Management, Entrepreneurship

Education
Cornell University - S.C. Johnson Graduate School of Management   2012 — 2014
Master of Business Administration (MBA), Strategic Operations

Babson College
Bachelor of Science in Business Management, Finance Concentration

DeWitt Clinton High School
Diploma

Dillon Gonzalez Dillon Gonzalez Beverly, Massachusetts Details
Dillon Gonzalez's Commonwealth Financial Network Experience May 2015 - Present
Job Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   May 2015 - Present
Fidelity Investments  June 2014 - August 2014
YMCA  October 2009 - May 2014
Babson Camps   November 2011 - February 2014
Good Vibrations  September 2011 - May 2012

Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Facebook, Teamwork, Minitab, Capital IQ, Access, Time Management, Management, Sales

Education
Babson College   2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General

St. John's Preparatory   2007 — 2011

Evan Mattern Evan Mattern Greater Boston Area Details
Evan Mattern's Commonwealth Financial Network Experience June 2013 - August 2013
Job Student
Industry
Experience
Cumberland Farms  May 2015 - Present
Vistaprint  June 2014 - August 2014
Commonwealth Financial Network   June 2013 - August 2013
Commonwealth Financial Network   June 2012 - May 2013
Law Office of Bryan Grundon   March 2011 - August 2011

Skills
PowerPoint, Microsoft Office, Microsoft Word, Social Media, Customer Service, Public Speaking, Teamwork, Time Management, Social Networking

Education
Bentley University   2012 — 2015
Bachelor of Science, Finance, 3.63

University of Redlands   2011 — 2012
Bachelor of Science, Financial-Economics, 3.8

Carolina Ozuna Carolina Ozuna Greater New York City Area Details
Carolina Ozuna's Commonwealth Financial Network Experience May 2010 - May 2011
Job Corporate Banking Analyst at RBS Citizens
Industry Banking
Experience
Citizens Commercial Banking  June 2014 - Present
Citizens Commercial Banking  June 2013 - June 2014
AIRINC  January 2013 - April 2013
National Australia Bank  May 2012 - August 2012
Sun Life Financial  June 2011 - August 2011
Commonwealth Financial Network   May 2010 - May 2011

Skills
Credit Analysis, Financial Analysis, Banking, Sales, Business Writing, Credit Risk, Credit, Financial Modeling, Accounting, Risk Management, Spanish, Portfolio Management

Education
Bentley University   2009 — 2013
BS in Management with a concentration in Finance

Derek Swinamer Derek Swinamer Greater Boston Area Details
Derek Swinamer's Commonwealth Financial Network Experience August 2011 - August 2014
Job Retirement Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Customers 1 to 1   January 2015 - May 2015
Commonwealth Financial Network   August 2011 - August 2014
United States Senator Scott P. Brown (R-MA)   June 2011 - August 2011
Commonwealth Financial Network   April 2011 - August 2011
More Than Words  February 2011 - August 2011
AiM&M   September 2009 - May 2010
Bentley University  May 2008 - September 2009
Bentley University  September 2007 - May 2008

Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Analysis, Social Media, Facebook, Microsoft Word, Retirement Planning, Leadership, Sales, Management, Investments, Retirement, Finance

Education
Bentley University   2007 — 2011
BS

Roxbury Latin School   2004 — 2007
High School Diploma

Jennifer Mar Jennifer Mar Greater Boston Area Details
Jennifer Mar's Commonwealth Financial Network Experience October 2013 - November 2014
Job Training Coordinator
Industry Human Resources
Experience
Baystate Financial  June 2015 - Present
Charles River Associates  December 2014 - April 2015
Commonwealth Financial Network   October 2013 - November 2014
Pension & Wealth Management Advisors   January 2013 - October 2013
Massachusetts Department of Revenue  June 2012 - August 2012

Skills
Microsoft Office, SAP, SharePoint, IBM SPSS, Customer Service, Data Entry, Human Resources, Management, SPSS, Teamwork, FactSet, Social Media, Leadership, Event Planning, Facebook, Sales, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Outlook, Training, Employee Training, Access, Social Networking, New Hire Orientations

Education
Bentley University   2011 — 2015
Bachelor of Science (B.S), Human Resources Management

Boston Latin School   2005 — 2011
High School Diploma, 3.76

Peter Fellingham Peter Fellingham Greater Boston Area Details
Peter Fellingham's Commonwealth Financial Network Experience September 2014 - December 2014
Job Sr SpecialistNetwork Design Engineer+, TDP Technology Operations in the AT&T Technology Operations at AT&T
Industry Information Technology and Services
Experience
AT&T  June 2015 - Present
Commonwealth Financial Network   September 2014 - December 2014
CrashAlert   September 2014 - November 2014
AT&T  May 2014 - August 2014
Eagle Oaks Golf and Country Club  February 2006 - September 2013
Garden State Securities  February 2011 - April 2011

Skills
Java, Microsoft Office, HTML, SQL, Microsoft Excel, Windows, JavaScript, MySQL, PowerPoint, Microsoft Word, Microsoft Access, Eclipse, SAP, Process Modeling, Bloomberg, UML, SmartDraw, SharePoint Designer, Six Sigma, CSS, Teamwork, Public Speaking

Education
Bentley University   2011 — 2015
BS, Computer Information Systems, Major GPA: 3.45

Red Bank Catholic High School   2007 — 2011
HS Diploma, GPA: 3.56

Michele Doyle Michele Doyle Greater Boston Area Details
Michele Doyle's Commonwealth Financial Network Experience October 2010 - Present
Job Senior Developer at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network   October 2010 - Present
Commonwealth Financial Network   August 2004 - October 2010
Commonwealth Financial Network   February 2002 - August 2004
Commonwealth Financial Network   December 1999 - February 2002
RehabWorks  July 1997 - September 1999
Commonwealth of Massachusetts  October 1990 - May 1997

Skills
Microsoft SQL Server, Strategic Planning, SSRS, ETL, SSIS, Solution Architecture, Database Design, Agile Methodologies, Product Management, Stored Procedures, SharePoint, C#, VB.NET, Business Intelligence, Business Intelligence..., Solution Development, R, BIML, SQL Tuning, Databases, Requirements Analysis, Visual C#, Process Improvement, SSAS 2008, Requirements Gathering, Enterprise Architecture, SDLC, Visual Studio, Enterprise Architecture..., Desktop Application..., Desktop Application..., Project Management, CRM, SQL Server Management..., Crystal Reports, Amdocs Clarify, Kofax, Team Management, Team Building, Project Analysis, Technical Solution..., Scrum, Team Leadership, ITIL, Microsoft Dynamics, Analysis, ACT CRM

Education
Anna Maria College   1987 — 1990
Bachelor of Arts (B.A.), Psychology

Quinsigamond Community College   1996 — 1997
Associate of Arts (A.A.), Occupational Therapy

Lori Yaverbaum Lori Yaverbaum Greater Boston Area Details
Lori Yaverbaum's Commonwealth Financial Network Experience July 2001 - Present
Job Vice President, Web Services & Usability at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   July 2001 - Present
Be Free, Inc.   November 1999 - April 2001
LifeSimple.com   June 1999 - September 1999
Fidelity Investments  July 1989 - April 1999
Fidelity Investments  July 1989 - April 1999
Fidelity Investments  July 1989 - April 1999

Skills
Usability Testing, Personas, User Experience, Business Analysis, User Interface Design, Product Management, Dreamweaver, HTML, Social Media, Content Management, Online Marketing, SEO, Customer Relations, Strategic Planning, User-centered Design, Usability Design, Requirements Gathering, PowerPoint, Social Media Marketing, Process Improvement, Writing, Web Design, User Interface, Management, SharePoint, Project Management, Strategy, Customer Service, Business Intelligence, Web Applications

Education
Bentley University   2006 — 2011
MSHFID, Human Factors in Information Design

Boston University - School of Management   1991 — 1995
MBA, Business Administration and Management, General

Lehigh University   1985 — 1989
MS, Finance

Maggie Collins Maggie Collins Greater Boston Area Details
Maggie Collins's Commonwealth Financial Network Experience September 2015 - Present
Job Information Security Intern at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   September 2015 - Present
Bentley University  August 2015 - Present
Sports Authority  June 2015 - October 2015
Bentley University: Office of the Dean of Business & Graduate School   June 2015 - August 2015
Bentley University Office of Academic Services  September 2014 - May 2015
U.S. Department of the Treasury   May 2014 - August 2014
Private Family  September 2013 - April 2014
John Hancock Financial Services  July 2013 - September 2013
Misc.  June 2009 - July 2013

Skills
Teamwork, Microsoft Office, Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Leadership, Social Media, HTML, SharePoint, CTI, Lotus Notes, Outlook, Microsoft Publisher, Agile Methodologies

Education
Bentley University   2012 — 2016
Bachelor of Science (BS), Economics-Finance

Calley Carlage Calley Carlage Greater Boston Area Details
Calley Carlage's Commonwealth Financial Network Experience September 2011 - June 2012
Job Solution Design, Emerging Markets at athenahealth
Industry Hospital & Health Care
Experience
athenahealth  January 2015 - Present
athenahealth  September 2013 - January 2015
Dell  January 2013 - September 2013
AppNeta  June 2012 - January 2013
Commonwealth Financial Network   September 2011 - June 2012
Charles Riverboat Company  May 2010 - August 2011

Skills
Customer Service, Inside Sales, SQL, Event Planning, Data Analysis, Java, Microsoft Office, Management, SaaS, Salesforce.com, Microsoft Excel, Marketing Strategy, Business Development, Account Management, Cloud-based, Lead Generation

Education
Bentley University   2008 — 2012
BS, Business Management

Bond University   2011 — 2011
Business Management

Matthew Abrams, MBA Matthew Abrams, MBA Greater Boston Area Details
Matthew Abrams, MBA's Commonwealth Financial Network Experience July 2004 - September 2006
Job Senior Portfolio Analytics & Attribution Analyst (Equity/Hedge Funds) at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  August 2011 - Present
North Reading A's Baseball Club (not-for-profit Baseball Team)   January 2012 - August 2014
Prime, Buchholz & Associates   June 2010 - August 2011
Centerpoint Advisors   January 2009 - June 2010
The Colony Group  May 2007 - October 2008
CampusCareerCenter.com   December 2006 - May 2007
Commonwealth Financial Network   July 2004 - September 2006

Skills
Bloomberg, Asset Management, Investments, Asset Allocation, Investment Strategies, Investment Advisory, Business Analysis, Financial Analysis, Analytics, Financial Modeling, Portfolio Management, Team Leadership, Finance, Mutual Funds, Excel, Hedge Funds, Long/Short Equity, Factset, Advent, Financial Planning, Word, Performance Attribution, Alternative Investments, Community Outreach, PowerPoint, Tax Preparation, Estate Tax Planning, SQL, Access, Morningstar, Retirement Planning, Retirement Savings, IRA's, Data Analysis, Market Analysis, MBA Finance, Financial Reporting, Financial Accounting, Project Finance, International Finance, Personal Finance, Investment Properties, Proposal Preparation, Capital Allocation, Cost Allocation, Expense Budgeting, Lipper, Derivatives, Performance Management, Equity Capital Markets

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2007
MBA, Finance

Bentley University   2002 — 2006
Bachelor of Science (BS), Finance

Royal Melbourne Institute of Technology   2004 — 2004
Study Abroad Program, Study Abroad Program, Finance

Giovanna Zaffina Giovanna Zaffina Greater Boston Area Details
Giovanna Zaffina's Commonwealth Financial Network Experience February 2013 - Present
Job Investment Consulting Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   February 2013 - Present
Commonwealth Financial Network   August 2006 - January 2013
Commonwealth Financial Network   September 2009 - March 2011

Skills
Series 7, Mutual Funds, Management, Investments, Securities, Series 63, Wealth Management, FINRA, Portfolio Management, Financial Services, Investment Advisory, Retirement, Retirement Planning, Asset Allocation

Education
Babson College - Franklin W. Olin Graduate School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

Simmons College   1996 — 2000

Gabrielle Jette Gabrielle Jette Washington, District Of Columbia Details
Gabrielle Jette's Commonwealth Financial Network Experience May 2013 - August 2013
Job
Industry Environmental Services
Experience
ICF International  June 2015 - Present
Key Executive Leadership Program at American University   June 2014 - May 2015
UNEP  January 2015 - April 2015
Solar Energy Industries Association  May 2014 - August 2014
Commonwealth Financial Network   May 2013 - August 2013
The Dershowitz Group  January 2013 - May 2013
Congressional Office of James McGovern   May 2012 - December 2012
Sierra Club  May 2012 - August 2012

Education
American University   2011 — 2014
Bachelor's Degree

Danish Institute for Study Abroad   2013 — 2013

J. Michael Norton J. Michael Norton Holliston, Massachusetts Details
J. Michael Norton's Commonwealth Financial Network Experience April 1982 - August 2002
Job Managing Member at Green View Realty, LLC
Industry Real Estate
Experience
Green View Realty, LLC   January 2003 - Present
Baystate Investment Advisors, Inc.   October 1984 - Present
Melaleuca:The Wellness Company  February 2009 - Present
Jacob Dean Mortgage, Inc.   November 2007 - March 2011
ERA Key Realty Services  April 2004 - March 2009
East West Mortgage, Co. Inc.   February 2001 - December 2007
Commonwealth Financial Network   April 1982 - August 2002
Baystate Home Mortgage, Co., Inc.   January 1992 - January 2001
Financial Planning Association of Massachusetts (FPAMA, FPA of MA)   1984 - 1992
GUARDIAN LIFE INSURANCE COMPANY  January 1980 - December 1988

Skills
CFP, ChFC, CLU, Accounting, Tax, Real Estate, Mortgage, Negotiation, Tax Returns, Operations Management, ASA Certified Instructor, Sailing Instructor, Mortgage Lending, Finance, Marketing, Business Planning, Sales, New Business Development, Training, Management, Budgets, Sales Management, Small Business, Strategic Financial..., Certified Financial...

Education
College for Financial Planning   1985 — 2005
CFP, Financial Planning

The American College   1982 — 1986
ChFC, Insurance and Investments

Bentley University   1974 — 1982
BS, AS, Economics, Accounting

United States Naval Academy   1970 — 1972
Naval Science, Oceanography, Midshipman

Jim Aldred Jim Aldred Greater Boston Area Details
Jim Aldred's Commonwealth Financial Network Experience 1998 - 2003
Job Ryder Insurance Agency, Inc., owner
Industry Insurance
Experience
Ryder Insurance Agency, Inc.   June 2001 - Present
1460 WXBR   April 2012 - August 2012
Investors Capital  2003 - 2008
Commonwealth Financial Network   1998 - 2003
American Express Financial Advisors,  1993 - 1998
LTX Corporation  May 1987 - May 1991
Raytheon  June 1978 - May 1987

Skills
Commercial Insurance, Property & Casualty..., General Insurance, Sales, Insurance, Strategic Planning, Small Business, Employment Practices..., Manufacturing, Surety Bonds, Life Insurance, Disability Insurance, Liability, Professional Liability, Cargo Insurance, Inland Marine, Public Speaking, Marketing, Team Building, Public Relations, Social Media, New Business Development, Marketing Strategy, Negotiation, Fundraising, Sales Management, Microsoft Office, Advertising, Budgets, Customer Service, Leadership, Social Networking, Event Management, Management, Social Media Marketing, Strategy, Radio

Education
Bentley University
B.S., Management

Brian Lampron Brian Lampron Greater Boston Area Details
Brian Lampron's Commonwealth Financial Network Experience August 2005 - Present
Job Director of Investment Consulting Services at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   August 2005 - Present
LPL  March 2003 - July 2005
Financial Perspectives   February 2000 - December 2003
Wells Fargo Capital Finance - Foothill Capital   July 1998 - December 1999
Fidelity Investments  May 1997 - July 1998

Skills
Series 7, Series 63, Series 24, AIF designation, Mutual Funds, Asset Allocation, Investment Strategies, Wealth Management

Education
Bentley University   1993 — 1997
BA, Accounting

Pentucket High

David Henn David Henn Greater New York City Area Details
David Henn's Commonwealth Financial Network Experience January 2010 - June 2011
Job Senior Consultant at EMC
Industry Information Technology and Services
Experience
EMC Global Professional Services (Financial Services)   July 2014 - Present
EMC Global Professional Services (Financial Services)   April 2012 - June 2014
EMC Consulting (Financial Services)   June 2011 - May 2012
Commonwealth Financial Network   January 2010 - June 2011
Sodexo  May 2008 - May 2011
Merrill Lynch  May 2009 - August 2009
ASAP Sales Corporation   May 2008 - August 2008

Skills
Microsoft Office, Financial Analysis, CRM, Equity Research, Hedging, Index Options, Bloomberg, PowerPoint, Analysis, Marketing Strategy, Investments, Finance, Equities, Business Analysis, Program Management, Microsoft Excel, Management, Perseverance, Consulting, Financial Modeling

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2010 — 2011
MBA, Finance, Accounting

Bentley University   2006 — 2010
Bachelor of Science, Corporate Finance and Accounting

University College Dublin   2008 — 2008

Lucas Morison Lucas Morison Greater Boston Area Details
Lucas Morison's Commonwealth Financial Network Experience December 2014 - Present
Job General Investigations Specialist at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   December 2014 - Present
Peak Financial Management  June 2013 - January 2014
Vector Marketing  December 2010 - June 2011

Skills
Microsoft Excel, Financial Analysis, Teamwork, PowerPoint, Finance, Research, Leadership, Accounting, Microsoft Word, Financial Accounting, Financial Reporting, Microsoft Office, Budgets, Time Management, Social Media

Education
Bentley University   2010 — 2014
Bachelor of Science (BS), Corporate Finance and Accounting

The Governor's Academy   2006 — 2010

Amit Chogle Amit Chogle Andover, Massachusetts Details
Amit Chogle's Commonwealth Financial Network Experience
Job Business Process Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  

Skills
Business Analysis, Agile Methodologies, Project Management, Process Improvement, Requirements Analysis, Requirements Gathering, Change Management, Strategic Planning, Visio, Business Strategy, Management Consulting, Data Analysis, Leadership, Business Intelligence, Integration, IT Strategy, Consulting, Strategy, Business Process..., Business Planning, Business Process, Outsourcing, Program Management, SDLC, Vendor Management, Management, Project Planning, Microsoft Office, Cross-functional Team..., Financial Services, Software Project..., Operations Management, Team Leadership, CRM

Education
University of Westminster   1990 — 1993
Bachelor of Engineering (BEng), Mechanical Engineering

Bentley University
User Experience Boot Camp 2015

Jeff Ramsayer Jeff Ramsayer Boston, Massachusetts Details
Jeff Ramsayer's Commonwealth Financial Network Experience May 2008 - June 2012
Job Financial Strategy and Supply Chain Professional
Industry Financial Services
Experience
UTC Aerospace Systems  May 2013 - December 2013
Commonwealth Financial Network   May 2008 - June 2012
Commonwealth Financial Network   March 2006 - April 2008

Skills
Microsoft Office, Team Leadership, Operational Efficiency, Financial Analysis, Financial Strategy, Process Improvement, Competitive Analysis, Pricing Analysis, Negotiation, Communication, Project Management, Standards Development, Supply Chain Management, Finance, Investments, Relationship Management, JD Edwards, CRM, Research, PowerPoint, Access, Microsoft Word, Customer Service, Microsoft Excel

Education
Northeastern University   2012 — 2014
Master of Business Administration (MBA), Corporate Finance

Bates College   2001 — 2005
Bachelor of Arts (B.A.), Economics

Lianne MacDonald Lianne MacDonald Greater Boston Area Details
Lianne MacDonald's Commonwealth Financial Network Experience July 2012 - April 2013
Job Contracts Administrator at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network   July 2012 - April 2013
International Data Group (IDG)   September 2011 - April 2012
Intirion   July 2007 - September 2011
MacGray   2006 - 2008

Skills
New Business Development, Social Media, Customer Relations, Communications, Marketing Solutions, Contract Management, Contract Negotiation, Customer Satisfaction, Microsoft Office, Salesforce.com

Education
Bentley University   2002 — 2006
BA, Communications

Waltham High School   1998 — 2002

Morgan Kruegler Morgan Kruegler Greater Boston Area Details
Morgan Kruegler's Commonwealth Financial Network Experience October 2013 - May 2015
Job Product Strategy Associate at First Marblehead
Industry Financial Services
Experience
First Marblehead  May 2015 - Present
Commonwealth Financial Network   October 2013 - May 2015
Bentley University  October 2011 - May 2015
Bentley University  February 2012 - November 2014
Rensselaer County  July 2012 - August 2013
Wit's End Giftique   November 2009 - January 2013

Skills
Positive Attitude, Highly self-motivated, Team Player, Well Organized, Public Speaking, Highly detail oriented, People-oriented, Microsoft Office, Outlook, Teamwork, Research, Management, Nonprofits, Time Management

Education
Bentley University   2011 — 2015
Business Management, Ethics and Social Responsibility

Steven Shore Steven Shore Greater Boston Area Details
Steven Shore's Commonwealth Financial Network Experience November 2014 - March 2015
Job System Administrator at Dotwell
Industry Information Technology and Services
Experience
Dotwell  July 2015 - Present
WGBH Foundation   March 2015 - July 2015
Commonwealth Financial Network   November 2014 - March 2015
Mimecast  April 2010 - August 2014
DDJ Capital Management  September 2008 - November 2009
Perot Systems Government Services  February 2005 - July 2008
Geek Choice  August 2006 - May 2007
Siemens Business Services  January 2004 - February 2005
Siemens Business Services  January 2004 - February 2005
ZOOTS  May 2001 - May 2004

Skills
Active Directory, Servers, Microsoft Exchange, Windows Server, DNS, Windows XP, DHCP, VPN, Disaster Recovery, Technical Support, TCP/IP, Firewalls, XP, Troubleshooting

Education
Insight Computer Training Center   2002 — 2003

New Horizons Computer Learning Centers   2000 — 2001

University of Miami   1992 — 1995
B.S, Communication

University of Miami
B.S, Communication

Bentley University   1991 — 1992

Randolph High School   1987 — 1991

Insight Computer Training Center

New Horizons Computer Learning Centers

Michaela Duff Michaela Duff Greater Boston Area Details
Michaela Duff's Commonwealth Financial Network Experience September 2007 - April 2008
Job HR Generalist at Sullivan & Worcester
Industry Human Resources
Experience
Sullivan & Worcester  July 2011 - Present
American Dental Partners  June 2009 - July 2011
Babson College Auxiliary Services   January 2006 - June 2009
Catania Hospitiality Group   May 2008 - August 2008
Commonwealth Financial Network   September 2007 - April 2008

Skills
Benefits, FMLA, Insurance, COBRA, HRIS, Employee Benefits, Interviews, Personnel Management, Open Enrollment

Education
Babson College   2005 — 2009
BS, Strategic Management, Human Resources

Lindsay Ayers Lindsay Ayers Greater New York City Area Details
Lindsay Ayers's Commonwealth Financial Network Experience September 2010 - May 2011
Job Manager, Global Business Transformation at American Express
Industry Management Consulting
Experience
American Express  December 2014 - Present
American Express  September 2013 - December 2014
HCL AXON  June 2011 - August 2013
Commonwealth Financial Network   September 2010 - May 2011
Deloitte Consulting  November 2010 - April 2011

Skills
Benefits Realisation, SAP, SAP IS-U, Utility Industry, Business Process, Business Transformation, Business Analysis, Financial Modeling, Business Process Design

Education
Bentley University   2010 — 2011
MBA, Finance

Bentley University   2007 — 2010
BS, Finance

Allen DeVincent Allen DeVincent Greater Boston Area Details
Allen DeVincent's Commonwealth Financial Network Experience April 2006 - June 2008
Job Assistant Vice President, Compliance at LPL Financial
Industry Financial Services
Experience
LPL Financial  February 2014 - Present
LPL Financial  January 2012 - February 2014
LPL Financial  2008 - 2012
Commonwealth Financial Network   April 2006 - June 2008

Skills
FINRA Series 7, 24, 53,..., Risk Management, Internal Audit, Financial Services, Investments, Project Management, Securities, Asset Management, Banking, Mutual Funds, Financial Risk, Portfolio Management, Series 7, Process Improvement

Education
New England College of Business and Finance   2011 — 2013
Master of Science (MS), Business Ethics & Compliance and Forensic Accounting

Bentley University
Bachelor's Degree, Economics-Finance, Management Minor

Patrick Doherty Patrick Doherty Greater Boston Area Details
Patrick Doherty's Commonwealth Financial Network Experience October 2014 - Present
Job New Accounts Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   October 2014 - Present
Pat's Professional Painting   August 2012 - Present
Commonwealth Financial Network   March 2012 - October 2014
Commonwealth Financial Network   March 2012 - October 2014
Doherty & McDonald Painting & Carpentry   May 2010 - August 2012
Commonwealth Financial Network   July 2011 - February 2012
Marc Culhane Painting & Home Maintenance   June 2006 - September 2010

Skills
Bloomberg, Excel, PowerPoint, Word, Outlook, Microsoft Word, Microsoft Excel, Management, Mentoring, Finance, Financial Analysis, Insurance, Access, New Business Development, Financial Modeling, Risk Management, Leadership, Investments, Financial Planning, Wealth Management, Business Analysis, Analysis

Education
Babson College   2009 — 2012
Bachelor of Science (B.S.) in Business Management, Finance

College of the Holy Cross   2008 — 2009
Economics

Jeff Belmonte Jeff Belmonte Greater Grand Rapids, Michigan Area Details
Jeff Belmonte's Commonwealth Financial Network Experience April 2009 - February 2015
Job
Industry Financial Services
Experience
Commonwealth Financial Network   April 2009 - February 2015
CapTrust Financial Advisors  September 2007 - March 2009
USA Financial Marketing   April 2005 - September 2007

Skills
Strategic Financial..., Investments, Investment Management, Coaching, Strategic Planning, Relationship Management, Healthcare, Sales, Marketing, Personal and Financial..., Story, Wellness, Care

Education
Aquinas College   1987 — 1989
BSBA, Business Admin/Economics

Muskegon Community College   1985 — 1987
Associates, Business/Economics

Kenton Shirk Kenton Shirk Greater Boston Area Details
Kenton Shirk's Commonwealth Financial Network Experience April 2004 - November 2013
Job Associate Director at Cerulli Associates
Industry Financial Services
Experience
Cerulli Associates  November 2013 - Present
Commonwealth Financial Network   April 2004 - November 2013
BDC Financial   July 2000 - August 2003

Education
Babson College
Master of Business Administration (M.B.A.), Magna Cum Laude

Drexel University
Bachelor of Science (B.S.), General Studies with a minor in Business Administration

Michalyn Bellanti Michalyn Bellanti San Diego, California Details
Michalyn Bellanti's Commonwealth Financial Network Experience March 2015 - Present
Job Student Records Coordinator at Ashford University
Industry Higher Education
Experience
Commonwealth Financial Network   March 2015 - Present
Ashford University  March 2013 - March 2015
Edible Art of Charlotte   August 2011 - July 2012
Zuzda   July 2010 - August 2011
Appalachian Voices  January 2011 - June 2011

Skills
Blogging, Editing, Graphic Design, Publications, Leadership, Time Management, Media Relations, Press Releases, Journalism, Copy Editing, Public Relations, Newsletters, Social Media, News Writing, Proofreading, Nonprofits, Research, Event Planning, Facebook, Fundraising, Microsoft Office, Management

Education
Appalachian State University   2006 — 2009
Bachelors Of Science, Non-profit Public Relations

Douglas Koski Douglas Koski Greater Boston Area Details
Douglas Koski's Commonwealth Financial Network Experience September 2013 - Present
Job 3D Artist
Industry Computer Games
Experience
Commonwealth Financial Network   September 2013 - Present
Staples  November 2012 - September 2013
The Home Depot  May 2012 - November 2012
Budcat Creations  November 2008 - January 2011
Carnegie Mellon University  January 2007 - March 2008

Skills
Unity3D, Mudbox, Maya, Unreal Editor, Perforce, 3D Studio Max, Shake, Photoshop, C++, DevTrack, HTML, CSS, Crazy Bump, Illustrator, After Effects, Adobe Encore, Audacity, Drop Box, Dreamweaver, Lighting

Education
Art Institute of Pittsburgh   2004 — 2007
Bachelors of Science, Media Arts and Animation

University of Pittsburgh   2001 — 2003
N/A, Computer Engineering

Olga Geyyer Olga Geyyer Greater Boston Area Details
Olga Geyyer's Commonwealth Financial Network Experience November 2010 - Present
Job Enterprise Business Analyst, Project Manager PMP, Solutions Architect, Business Intelligence/Data Warehousing Consultant
Industry Information Services
Experience
Commonwealth Financial Network   November 2010 - Present
Iron Mountain  February 2010 - November 2010
Sokolove Law LLC  2009 - February 2010
Lenovo  September 2008 - 2009
MC Communications  January 2007 - September 2008
The Warren Group  August 1999 - January 2007
PaperPath Inc.   2001 - 2001
The Warren Group  1999 - 2001
GEK, Advertising Agency (Ukraine)   1995 - 1999

Skills
Business Intelligence, Data Warehousing, Data Modeling, Project Management, Business Analysis, Business Process..., Integration, Solution Architecture, Consulting, Team Leadership, Diagramming, Roadmap, Requirements, SDLC, BABOK, Conceptual Modeling, Analytics, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Crystal Reports, SQL, Microsoft SQL Server, Software Project..., Software Development, CRM, SOA, Analysis, Process Improvement, Databases, Testing, ERP, Data Analysis, Management, Systems Analysis, Business Requirements, Leadership, Project Planning, ETL, IT Strategy, Visio, Vendor Management, SharePoint, Agile Project Management, IT Management, Program Management

Education
Boston University
Principles of Project Management and Business Analysis

Dale Carnegie Training
Leadership Training for Managers

Donec'kij Nacional'nij Tehnicnij Universitet   1990 — 1995
Master's degree, Computer Science (High Honors)

Breylis Rodríguez Breylis Rodríguez Boston, Massachusetts Details
Breylis Rodríguez's Commonwealth Financial Network Experience May 2011 - August 2011
Job Recent Communications Graduate
Industry Marketing and Advertising
Experience
Prince Lobel Tye LLP  May 2014 - September 2015
American University  August 2013 - January 2014
Shawmut Design and Construction  July 2013 - August 2013
American University  August 2012 - May 2013
American University Washington College of Law  August 2011 - May 2012
Commonwealth Financial Network   May 2011 - August 2011
Bridgewater State University  October 2010 - May 2011
Dana-Farber Cancer Institute  July 2010 - August 2010
Prince Lobel Tye LLP  October 2008 - July 2010

Skills
Spanish, Community Outreach, Customer Service, Event Photography, Event Planning, Google Sites, Intercultural..., Data Entry, Administrative..., Microsoft Word, Facebook, Microsoft Office, Accounts Payable, Fundraising, Non-profits, Microsoft Excel, Teaching, Filing, Resume Writing, Screening Resumes, Human Resources, Word, Expense Recording, Intercultural Skills, Intranet Strategy, Database Maintenance, Web Content Management, Administrative..., Research, Social Media, Nonprofits, PowerPoint, Marketing

Education
University of Massachusetts Boston   2014 — 2015
Bachelor’s Degree, Communications

American University   2011 — 2014

Bridgewater State College   2010 — 2011

Sean Gildea Sean Gildea United States Details
Sean Gildea's Commonwealth Financial Network Experience May 2014 - August 2014
Job Trading Associate at Eaton Vance
Industry
Experience
Eaton Vance  June 2015 - Present
Commonwealth Financial Network   May 2014 - August 2014
Crescent Capital Group  July 2013 - August 2013
Suffolk County District Attorney's Office  June 2013 - August 2013

Education
Amherst College   2011 — 2015
Bachelor of Arts (B.A.)

Reading Memorial High School   2007 — 2011

Alexander Piscia Alexander Piscia Greater Boston Area Details
Alexander Piscia's Commonwealth Financial Network Experience May 2011 - September 2011
Job Sales Account Manager at Aspen Technology
Industry Computer Software
Experience
Aspen Technology  July 2014 - Present
Aspen Technology  May 2013 - June 2014
HAVAS DIGITAL  September 2012 - December 2012
Commonwealth Financial Network   May 2011 - September 2011

Skills
Microsoft Excel, Teamwork, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Engineering, Research, Social Media, Manufacturing

Education
Bentley University   2009 — 2013
Bachelor of Science (B.S.), Marketing / Finance Minor

Marc Rifkin Marc Rifkin Boston, Massachusetts Details
Marc Rifkin's Commonwealth Financial Network Experience October 2013 - Present
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   October 2013 - Present
Investors Capital  August 2011 - September 2013
Investors Capital  October 2009 - July 2011
Fidelity Charitable Gift Fund  October 2008 - January 2009

Skills
Series 7, Series 24, series 66, Mutual Funds, Fixed Annuities, Financial Advisory, Alternative Investments, New Business Development, Real Estate, Securities, Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Data Analysis, REIT, FINRA, Uniform Combined State..., Portfolio Management, Wealth Management, Trading, Investments

Education
Bentley University   2005 — 2008
Bachelor of Science (BS), Economic/Finance

Audrey Mariner Audrey Mariner Greater Boston Area Details
Audrey Mariner's Commonwealth Financial Network Experience January 2015 - Present
Job Supervisor, Retirement Operations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   January 2015 - Present
Boston Glass Group   September 2015 - September 2015
Lifetouch Sports   September 2010 - September 2015
Commonwealth Financial Network   August 2009 - January 2015
Barnes & Noble  November 2010 - March 2011
Commonwealth Financial Network   January 2009 - August 2009
Ameriprise Financial  August 2007 - January 2009

Skills
Research, SharePoint, Microsoft Excel, Outlook, Microsoft Publisher, Photography, Series 7, Series 66, Financial Operations, Cashiering, DTC, Resource Development, Writing, Wikis, FBSI, Amdocs Clarify, iMovie, Video Editing, Image Archiving, SnagIt, Nikon

Education
Bentley University   2005 — 2009
B.S., Finance

Farris Jaber Farris Jaber Greater Boston Area Details
Farris Jaber's Commonwealth Financial Network Experience August 2009 - January 2010
Job {Solution Architecture, Innovation}
Industry Management Consulting
Experience
Archetype  February 2015 - Present
Archetype  June 2014 - February 2015
Archetype Consulting  March 2013 - June 2014
Archetype Consulting  July 2012 - March 2013
Archetype Consulting  August 2011 - July 2012
Fidelity Investments  September 2010 - August 2011
Commonwealth Financial Network   August 2009 - January 2010
Commonwealth Financial Network   May 2008 - August 2008
Commonwealth Financial Network   January 2008 - May 2008
Commonwealth Financial Network   January 2006 - September 2007

Skills
Data Warehousing, Spotfire, Business Objects, Business Intelligence, Financial Reporting, SQL Server, SQL, Hyperion, QlikView, Change Management, Process Improvement, Integrated Planning, ETL, Analysis, Databases, Essbase, Hyperion Enterprise, Microsoft SQL Server, Management

Education
Bentley University   2006 — 2010
B.S., Economics-Finance - Minor: Mathematics

WU (Vienna University of Economics and Business)   2009 — 2009
Int'l Economics, Int'l Finance, German

Lee Schmertzler Lee Schmertzler Greater Boston Area Details
Lee Schmertzler's Commonwealth Financial Network Experience 1999 - 2007
Job Retirement Benefits Consultant
Industry Financial Services
Experience
Pinnacle Financial Group  October 2009 - Present
ING  February 2007 - January 2009
Commonwealth Financial  1999 - 2007
Commonwealth Financial Network   1999 - 2007
Scudder Investments  1999 - 1999
Putnam Investments  1998 - 1999

Skills
Retirement, Retirement Plan..., Employee Engagement, Investment Education, Mutual Funds, 401k, Series 7, AIF, Investments, Estate Planning, Retirement Planning, Customer Service, Series 63, Securities, Wealth Management, Series 6, Pensions, Relationship Management, Defined Contribution, Defined Benefit, 403 b, Series 24, FINRA, Asset Allocation, Investment Advisory, Investment Strategies, RFP Generation

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2005
MBA

Union College   1993 — 1997
BA, History

College Year in Athens   1996 — 1996

Avon Old Farms   1990 — 1993

Lien Ho, PSMI Lien Ho, PSMI Greater Boston Area Details
Lien Ho, PSMI's Commonwealth Financial Network Experience August 2013 - June 2014
Job Agile Coach at State Street
Industry Financial Services
Experience
State Street  June 2015 - Present
Manulife Financial  December 2014 - June 2015
SunGard  July 2014 - December 2014
Commonwealth Financial Network   August 2013 - June 2014
TIAA-CREF  February 2012 - August 2013
Enterprise Iron Financial Industry Solutions, Inc.   January 2012 - August 2013
ING USA  June 2010 - January 2012
ING (Formerly CitiStreet)   January 2005 - December 2011
CitiStreet  November 2004 - January 2005
Putnam Investments  June 2003 - October 2004

Skills
Certified Scrum Master..., Project Management, Agile Project Management, Requirements Analysis, Business Requirements, Business Analysis, Process Improvement, Risk Management, SharePoint, MS Project, Microsoft Word, Leadership, Microsoft Excel, Quality Assurance, PMO, SunGuard OmniPlus..., Strategic Planning, SDLC, Team Leadership, Business Process..., Visio, Vendor Management, Banking, Software Project..., TFS, JIRA, IBM Rational Tools, Clarity, Compliance, PowerPoint, Power Image, SPARK System, Data Conversion, Vendor, Agile Methodologies, Agile coach

Education
Scrum.org   2013 — 2013
Certificate

Boston University   2008 — 2008
Certificate

Bentley University   1997 — 1999
Certificate

New England Banking Institute   1988 — 1990
Certificate

Jennifer Stefancik Jennifer Stefancik Greater Boston Area Details
Jennifer Stefancik's Commonwealth Financial Network Experience May 2012 - December 2012
Job Specialist, Channel Marketing at Vistaprint
Industry Marketing and Advertising
Experience
Vistaprint  March 2015 - Present
Vistaprint  July 2014 - March 2015
Vistaprint  June 2013 - June 2014
Bentley University  September 2010 - May 2013
Commonwealth Financial Network   May 2012 - December 2012
Morgan Stanley Smith Barney  January 2012 - April 2012
Sherwin Williams  May 2010 - January 2012

Skills
Digital Marketing, Copy Editing, Marketing Strategy, Affiliate Marketing, Email Marketing, MS Excel Pivot Tables, Writing, Affiliate Management, Customer Acquisition, Online Marketing, Market Research, PowerPoint, Microsoft Office, SharePoint, Outlook, SPSS, Direct Marketing, Social Media Marketing

Education
Bentley University   2009 — 2013
Bachelor of Science (B.S.), Marketing, Global Perspectives

The University of Manchester   2011 — 2011

Ray Ruazol Ray Ruazol Salem, Massachusetts Details
Ray Ruazol's Commonwealth Financial Network Experience August 2011 - January 2012
Job Product Information Technology Engineer at Amazon Robotics
Industry Information Technology and Services
Experience
Amazon Robotics  July 2015 - Present
Kiva Systems  January 2012 - Present
Commonwealth Financial Network   August 2011 - January 2012
Schurman Retail Group (American Greetings, Carlton and Papyrus stores)   June 2007 - July 2011
MediaVue Systems  2009 - 2011

Skills
Software Documentation, Networking, SharePoint, SQL, Unix Shell Scripting, Python, MySQL, Bash, Active Directory, Computer Repair, Network Administration, Salesforce.com, Root Cause Analysis, Shell Scripting, Process Improvement, JIRA, RHEL, Electrical..., CentOS, Gentoo Linux, VirtualBox, Failover, Training, Oracle Agile PLM, Nagios, System Administration, WLAN, IPSec, TCP/IP

Education
Wentworth Institute of Technology   2006 — 2010
Bachelor of Science, Computer Engineering Technology

Blue Hills Regional Technical School   2002 — 2006
High School Diploma, Electronics

Brittany Finch Brittany Finch Greater San Diego Area Details
Brittany Finch's Commonwealth Financial Network Experience July 2014 - Present
Job
Industry Financial Services
Experience
Commonwealth Financial Network   July 2014 - Present
Commonwealth Financial Network   May 2011 - July 2014
Commonwealth Financial Network   June 2010 - May 2011
Audio Video Supply   July 2008 - January 2010

Education
Ashford University   2011 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General

George Mason University
Optician Certification, Opticianry/Ophthalmic Dispensing Optician, Program In Progress

Paul Garrido Paul Garrido Waltham, Massachusetts Details
Paul Garrido's Commonwealth Financial Network Experience January 2015 - March 2015
Job Account Executive at Breadcrumb by Groupon
Industry Information Technology and Services
Experience
Breadcrumb by Groupon  August 2015 - Present
Exploration School, Inc.   June 2015 - August 2015
Commonwealth Financial Network   January 2015 - March 2015
GDT - General Datatech  June 2014 - July 2014
Instituto Construir   September 2013 - December 2013
Unilever de Puerto Rico   June 2013 - July 2013
Puerto Rico Supplies Group  June 2012 - July 2012

Skills
Multilingual, Team Leadership, Management, Culture Change, Interpersonal Skill, Microsoft Office, Program Management, Analysis, Process Improvement, Troubleshooting, Nonprofits, Microsoft Excel, Public Speaking, Sales, Customer Service, Outlook, PowerPoint

Education
Bentley University   2011 — 2015
Bachelor’s Degree, Operations and Supply Chain Management, Minor in Computer Information Systems, 3.45

Fundação Getulio Vargas   2013 — 2013

Saint John's School of Puerto Rico   2008 — 2011
General Education

Benjamin Minard, AAMS Benjamin Minard, AAMS Dover, Ohio Details
Benjamin Minard, AAMS's Commonwealth Financial Network Experience August 2013 - Present
Job Managing Partner, MaPP Investment Services, LLC
Industry Financial Services
Experience
Commonwealth Financial Network   August 2013 - Present
MaPP Investment Services, LLC   August 2013 - Present
Edward Jones  June 2010 - August 2013

Skills
Retirement Planning, Investments, Human Communications, Wealth Management, Strategic Financial..., Asset Allocation, Life Insurance, Long-term Care, Portfolio Management, Asset Managment, Investment Advisory, Financial Services, Wealth Accumulation, Estate Planning, Retirement, Series 7, IRAs, Investment Strategies, Financial Analysis, High Net Worth..., 401k, Asset Management, Finance, Financial Planners, Mutual Funds, Uniform Combined State...

Education
College for Financial Planning   2013 — 2015
CFP, Financial Planning and Services

College for Financial Planning   2011 — 2011
Accredited Asset Magagement Specialist, Financial Planning and Services, Designation

Ashland University   2006 — 2010
Bachelor, Finance

Olentangy High School
GED

Robert Molinari Robert Molinari Greater San Diego Area Details
Robert Molinari's Commonwealth Financial Network Experience September 2013 - Present
Job VP of Compliance at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   September 2013 - Present
Commonwealth Financial Network   June 2010 - September 2013
Commonwealth Financial Network   March 2008 - June 2010
MetLife  2007 - 2008
Commonwealth Financial Network   May 2006 - September 2007

Skills
Securities, FINRA, Mutual Funds, Securities Regulation, Uniform Combined State..., Investments, Investment Advisory, Equities, Suitability, Investment Advisers Act, Risk Management, Personnel Management

Education
Babson College - Franklin W. Olin Graduate School of Business   2001 — 2003
Master of Business Administration (MBA)

Northeastern University   1991 — 1995
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration

Jill (Lawler) Poliseno Jill (Lawler) Poliseno Greater Boston Area Details
Jill (Lawler) Poliseno's Commonwealth Financial Network Experience June 2015 - Present
Job Senior Payroll Specialist
Industry Human Resources
Experience
Commonwealth Financial Network   June 2015 - Present
GID Investment Advisers LLC  January 2014 - Present
GID Investment Advisers LLC  April 2007 - January 2014
City Year  July 2002 - April 2007
City Year  October 2000 - July 2002
Zoom Telephonics  October 1998 - October 2000
World Trade Center Boston  June 1995 - October 1998

Skills
Multi-state Payroll..., Customer Service, New Hire Orientations, Ultimate Software, Grace Hill Training..., Microsoft Office, Benefits Administration

Education
Mansfield Beauty Schools-Quincy   2005 — 2007
Licensed Cosmetologist, Cosmetology/Cosmetologist, General

Boston University   1996 — 1997

South Boston High School   1992 — 1996
High School

Kathy (Caruso) Caruso Lang Kathy (Caruso) Caruso Lang Boston, Massachusetts Details
Kathy (Caruso) Caruso Lang's Commonwealth Financial Network Experience August 2006 - April 2007
Job Consultant, Project Manager, PSM
Industry Information Technology and Services
Experience
State Street  February 2015 - Present
Consultant  October 2014 - February 2015
Alere Accountable Care Solutions  August 2013 - October 2014
Consultant  June 2011 - April 2013
Hemenway & Barnes  July 2009 - June 2011
Palladium Group, Inc  April 2007 - July 2009
Commonwealth Financial Network   August 2006 - April 2007
State Street  July 2003 - August 2006

Skills
Business Process, Project Management, Requirements Gathering, Business Intelligence, Change Management, CRM, MS Project, Systems Analysis, Product Management, Business Process..., User Acceptance Testing, Gap Analysis, Requirements Analysis, Software Project..., Agile Methodologies, Agile Project Management, Healthcare Information..., hl7, Scrum, Analysis, Financial Services, SDLC, Consulting, Process Improvement, Vendor Management, Business Analysis

Education
Bentley University
Bachelor of Science (B.S.), Finance & Information Technology

Darren Parent Darren Parent Hartford, Connecticut Details
Darren Parent's Commonwealth Financial Network Experience 2003 - 2004
Job Strategy & Project Director, Sales Operations at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors  July 2015 - Present
National Life Group  January 2015 - July 2015
Phoenix Life Insurance Company  January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual   December 2008 - January 2010
Prudential Financial  January 2008 - November 2008
MML Investors, Inc   June 2003 - September 2007
Commonwealth Financial Network   2003 - 2004
Allmerica Financial  1997 - 2003

Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations

Education
Nichols College   2003 — 2005
MBA, Business

Becker College   2002 — 2003
BSBA, Management

University of Connecticut   1986 — 1989
Electrical Engineering

Michael Giorgetti Michael Giorgetti Framingham, Massachusetts Details
Michael Giorgetti's Commonwealth Financial Network Experience May 2013 - December 2013
Job Assurance Intern at EY
Industry Accounting
Experience
EY  June 2015 - August 2015
Keurig Green Mountain, Inc.   May 2014 - December 2014
Commonwealth Financial Network   May 2013 - December 2013
Slotnick, Canter, Schneider Memorial Group   June 2010 - May 2013
Investing in Girls   September 2012 - December 2012
Slotnick, Canter, Schneider Memorial Group   May 2012 - August 2012

Skills
Microsoft Excel, Social Media, Microsoft Word, Microsoft Powerpoint, Microsoft Office..., Bloomberg, PowerPoint, Microsoft Expression Web, FactSet, Sage 50 (Peachtree..., Google Docs, Gerber Omega, EDGAR, Morningstar Workstation, Microsoft Access, Microsoft Outlook, Microsoft Office, Morningstar, Leadership, Access, Outlook, Financial Analysis, Customer Service, Accounting, Finance, Management, Time Management, Teamwork

Education
Bentley University   2015 — 2016
Masters, Accounting

Bentley University   2011 — 2015
Corporate Finance and Accounting

Steven Serrano Steven Serrano Greater Boston Area Details
Steven Serrano's Commonwealth Financial Network Experience March 2009 - May 2009
Job Investment Analyst
Industry Investment Management
Experience
Financial Services Industry  June 2011 - Present
Kappa Sigma Fraternity - Pi Kappa Chapter   November 2008 - May 2011
Enterprise Rent-A-Car  June 2010 - August 2010
Commonwealth Financial Network   March 2009 - May 2009

Skills
Finance, Financial Modeling, Equities, Valuation

Education
Bentley University   2007 — 2011
Bachelor of Science, Finance

Royal Melbourne Institute of Technology   2009 — 2009
Finance

Chaminade High School   2003 — 2007

Keri Donahue Keri Donahue Greater Boston Area Details
Keri Donahue's Commonwealth Financial Network Experience August 1997 - Present
Job Manager, Web Services and Usability
Industry Financial Services
Experience
Commonwealth Financial Network   August 1997 - Present

Skills
User-centered Design, Usability Testing, User Experience, Visio, User Interface Design, User Interface, User Experience Design, Web Services, Web Applications, Agile Methodologies, HTML, jQuery

Education
Bentley University   1993 — 1997
BS, Management

Henry Wheeler Henry Wheeler Waltham, Massachusetts Details
Henry Wheeler's Commonwealth Financial Network Experience June 2015 - Present
Job Enterprise Risk Associate at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   June 2015 - Present
Commonwealth Financial Network   June 2014 - May 2015
Sergi Contracting   June 2011 - August 2012
Beach Plum Bakery   June 2009 - September 2009

Skills
Commitment to Customer..., Project Coordination, Organizational..., Project Management, Highly detail oriented, Microsoft Excel, SharePoint, Social Networking

Education
University of San Diego School of Business Administration   2011 — 2015
Bachelor's Degree, Business Administration and Management, General

Williston Northampton School   2008 — 2011
High School Diploma, College Geared

AUT University

Robert Manzaro Robert Manzaro Greater Boston Area Details
Robert Manzaro's Commonwealth Financial Network Experience May 2014 - Present
Job Junior SQL Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   May 2014 - Present
Commonwealth Financial Network   July 2010 - May 2014
Commonwealth Financial Network   August 2006 - July 2010

Education
Bentley University   2005 — 2009
BS, Finance

Federico Lascano Federico Lascano Greater New York City Area Details
Federico Lascano's Commonwealth Financial Network Experience November 2006 - November 2011
Job Regulatory Risk Management RBS Global Banking & Markets
Industry Financial Services
Experience
RBS Global Banking & Markets  April 2012 - Present
Commonwealth Financial Network   November 2006 - November 2011
Citigroup (Smith Barney)   February 2004 - November 2005
Citigroup (Smith Barney)   February 2004 - November 2005
Commonwealth Financial Network   January 2001 - February 2004

Skills
FINRA, Compliance, Securities, Trading, Risk, SEC reporting, Series 7, Risk Management

Education
Assumption College   1996 — 2000
Bachelor of Arts, Finance

Canterbury School   1992 — 1996

Crystal Park Crystal Park Greater Boston Area Details
Crystal Park's Commonwealth Financial Network Experience September 2015 - Present
Job Field Development and Transition Intern at Commonwealth Financial Network
Industry Marketing and Advertising
Experience
Commonwealth Financial Network   September 2015 - Present
Sterilite Corporation  June 2015 - August 2015
Commonwealth Financial Network   May 2014 - April 2015
Day Camp In The Park  June 2013 - August 2013
Camp Parkwood   June 2012 - August 2012
C&J Wholesale Produce   June 2010 - August 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Outlook, Facebook, Strategic Planning, Social Networking, Data Entry, Time Management, Financial Analysis, Data Analysis, Management, Finance, Accounting

Education
Bentley University   2012 — 2016
Bachelor of Science (B.S.), Marketing and Minor in Comupter Information Systems

Universitat Autònoma de Barcelona   2014 — 2014
Business, Management, Marketing, and Related Support Services

Great Neck South High School   2008 — 2012
High School Diploma

Courtney Famiglietti Courtney Famiglietti Greater Boston Area Details
Courtney Famiglietti's Commonwealth Financial Network Experience August 2012 - Present
Job SharePoint Solutions Engineer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   August 2012 - Present
Commonwealth Financial Network   September 2010 - August 2012
Commonwealth Financial Network   August 2006 - November 2010
Commonwealth Financial Network   August 2004 - February 2006
Commonwealth Financial Network   August 2003 - August 2004
The Balsams Grand Hotel and Resort   2000 - 2003

Skills
SharePoint, Business Analysis, Visio, Usability Testing, Project Management, Business Intelligence, HTML, User Experience, Microsoft SQL Server, SQL, ASP.NET, CRM, Web Development, JavaScript, Agile Methodologies, XML, User Interface Design, jQuery

Education
Boston University   2011 — 2011
Credits towards BS in, Computer Programming, 4.0

Bentley College   1999 — 2003
Bachelor of Science, Marketing

Bentley University   1999 — 2003
Bachelor of Science, Marketing

Andover High School   1996 — 1999
High school Diploma

Lindsay Baker Lindsay Baker Greater Pittsburgh Area Details
Lindsay Baker's Commonwealth Financial Network Experience February 2014 - March 2015
Job Bright and Motivated Analyst Specializing in Security, Risk, & Compliance
Industry Information Technology and Services
Experience
HM Health Solutions  July 2015 - Present
Commonwealth Financial Network   February 2014 - March 2015
Gratiot County Sheriff's Office   August 2007 - July 2012
AccessPoint (Formerly Advance Employment Services)   September 2006 - June 2007
Consumers Energy  January 2005 - August 2006
Consumers Energy  January 2003 - January 2004
Lansing State Journal  1999 - 2000

Skills
Policy, Information Technology, Databases, Access, Information Security, Network Security, Computer Maintenance, Windows & Mac operating..., Fortran 95, Windows 7, OS X, Journalism, Creative Writing, Marketing Communications, QuickBooks, Microsoft Office

Education
Baker College of Flint   2013 — 2016
Bachelor of Science (B.S.), Information Technology and Security, 3.95

Central Michigan University   2000 — 2006
Bachelor of Science (B.S.), Sociology and Anthropology

Bath High School   1996 — 2000
H.S. Diploma, N/A

Ball State University   1999 — 1999
Journalism Camp

Stephanie (Rogers) Brooks, PHR, SHRM-CP Stephanie (Rogers) Brooks, PHR, SHRM-CP Greater Boston Area Details
Stephanie (Rogers) Brooks, PHR, SHRM-CP's Commonwealth Financial Network Experience May 2007 - November 2007
Job Human Resources Consultant at Partners HealthCare
Industry Hospital & Health Care
Experience
Partners HealthCare  June 2015 - Present
Partners HealthCare  October 2013 - May 2015
Insight Performance, Inc.   September 2010 - October 2013
Partners Community Healthcare  January 2010 - September 2010
Partners Community Healthcare  June 2009 - September 2009
Babson College  September 2005 - May 2009
Commonwealth Financial Network   May 2007 - November 2007

Skills
Human Resources, Recruiting, Employee Relations, PowerPoint, Benefits Administration, Microsoft Excel, Employment Law...

Education
Bryant University   2009 — 2010
MBA

Babson College   2005 — 2009
Bachelor of Science, Strategic Management & Marketing

Waltham High School   2001 — 2005

Alden Hosmer Alden Hosmer Hopkinton, Massachusetts Details
Alden Hosmer's Commonwealth Financial Network Experience May 2014 - August 2014
Job Intern at Blackstone Valley Wealth Management, LLC.
Industry Higher Education
Experience
Blackstone Valley Wealth Management, LLC.   September 2015 - Present
Babson College  November 2014 - January 2015
Commonwealth Financial Network   May 2014 - August 2014
CovIT   October 2013 - May 2014
Brewster Park Club   June 2013 - September 2013
EMC  July 2012 - September 2012
Weston Racquet Club  July 2011 - August 2012

Skills
Microsoft Office, PowerPoint, Social Media, Sports, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Photoshop, Facebook, Tennis, Leadership, Sales

Education
Babson College   2013 — 2017
Finance and International Business Environment, Sophomore

Saint John's High School   2009 — 2013
High School Diploma

James Vannatta James Vannatta Milltown, Wisconsin Details
James Vannatta's Commonwealth Financial Network Experience January 2007 - March 2010
Job Financial Manager
Industry Financial Services
Experience
CarLoansNoMoneyDown.Com   May 2010 - Present
Commonwealth Financial Network   January 2007 - March 2010
Delta Financial Corporation  July 2004 - December 2006

Skills
Financial Advisory, Financial Reporting, Financial Services, Financial Statements, Finance, Management, Strategic Planning, Customer Service, Team Building, Sales, Credit, Financial Planning, Marketing, Business Planning, Loans, Vehicles, Insurance, Risk Management, Strategic Financial..., Automobile

Education
American University   2001 — 2003
Master of Business Administration (MBA), Finance, General

School of Visual Arts   1998 — 2000
Bachelor of Business Administration (BBA), Finance, General

Rachael Rand Rachael Rand Greater Boston Area Details
Rachael Rand's Commonwealth Financial Network Experience December 2005 - August 2010
Job Office Manager & Client Experience Administrator at PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company  January 2013 - Present
PENSCO Trust Company  March 2011 - January 2013
John Hancock Life Insurance Company (U.S.A.)   September 2010 - March 2011
Commonwealth Financial Network   December 2005 - August 2010
The Event Center at Yolanda's   May 2005 - December 2005
Wheelock College  February 2005 - April 2005
Walker Parking Consultants  August 2004 - February 2005
Bentley College  September 2002 - May 2004
Marsha Vitillo Academic Dean for Moses Brown School   August 2001 - January 2002

Skills
Microsoft Office, Research, Business Development, Time Management, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Project Management, Marketing, Public Speaking, Social Media, Training, Event Planning, Fundraising, Budgets, Social Networking, Public Relations, Social Media Marketing

Education
Bentley University   2002 — 2004
BS

Muhlenberg College   1999 — 2001

Moses Brown School   1995 — 1999
High School Diploma

Gregory Powers, CFP®, CIMA®, ChFC®, AIF® Gregory Powers, CFP®, CIMA®, ChFC®, AIF® Greater San Diego Area Details
Gregory Powers, CFP®, CIMA®, ChFC®, AIF®'s Commonwealth Financial Network Experience October 2000 - February 2006
Job Sr. Wealth Adviser at United Capital Financial Advisers, formerly The Hunter Group
Industry Financial Services
Experience
United Capital Financial Advisers  August 2010 - Present
Girard Securities  August 2010 - Present
MML Investors Services, Inc.   February 2006 - August 2010
Commonwealth Financial Network   October 2000 - February 2006
MFS Investment Management  1999 - 2000

Skills
Retirement, Retirement Planning, Wealth Management, Estate Planning, Securities, Asset Management, Insurance, Strategic Financial..., Investment Advisory, Financial Planning, Retirement Income..., Mutual Funds, Alternative Investments, Investments, Investment Strategies, Investment Management, Wealth, High Net Worth..., High Net Worth Insurance

Education
Bates College   1995 — 1999
Bachelor of Arts (B.A.), Economics

David Israel, MBA David Israel, MBA Greater Boston Area Details
David Israel, MBA's Commonwealth Financial Network Experience January 2015 - Present
Job Director of Field Outreach at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   January 2015 - Present
Charles Schwab  January 2014 - December 2014
Charles Schwab and Co.  2007 - 2014
Bank of America  2004 - 2007
The Principal Financial Group  2003 - 2004
Prudential Securities  1997 - 2002
Merrill Lynch  1995 - 1997
NCR Corporation  1989 - 1995

Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design

Education
Babson College, F.W. Olin Graduate School of Business   2001 — 2004
MBA

The University of Arizona   1984 — 1988
BSBA

Jon Winsor Jon Winsor Greater Boston Area Details
Jon Winsor's Commonwealth Financial Network Experience April 2014 - Present
Job
Industry Internet
Experience
Commonwealth Financial Network   April 2014 - Present
HID Global  October 2013 - April 2014
Metanga   March 2012 - October 2013
Color Kinetics  November 2010 - August 2011
Harvest Power, Inc.   May 2010 - March 2011
EHK North America   June 2009 - February 2010
Taproot Foundation  October 2008 - January 2010
Ipswitch  April 2007 - June 2009
MetraTech  May 2001 - April 2007
HCI Systems   July 2000 - March 2001

Skills
Prototyping, Information Architecture, Proposal Writing, Visio, User Experience, Photoshop, Usability Testing, HTML, Microsoft Office, Dreamweaver, Technical Writing, PowerPoint, User Interface Design, Illustrator, Agile, Adobe Creative Suite, Adobe Acrobat, User-centered Design, CSS, CMS, Information Design, Software Documentation, Human Computer..., Web Applications, Wireframes, Usability, HTML 5, jQuery, Contextual Inquiry, User Research, User Interface, Heuristic Evaluation, Persona, User Experience Design, Task Analysis

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2008
MS, Human Factors in Information Design

Bard College
BA, Social Sciences

Dominique Weyl Dominique Weyl Greater Boston Area Details
Dominique Weyl's Commonwealth Financial Network Experience March 2008 - September 2008
Job general contractor, remodeler
Industry Construction
Experience
D S Brody & Associates   July 2008 - Present
Commonwealth Financial Network   March 2008 - September 2008
Fidelity Investments  April 2007 - April 2008
Investor's Bank & Trust   January 2007 - April 2007
Chubb & Son  May 2004 - December 2006
UnitedHealth Group  February 2003 - February 2004

Skills
SDLC, Business Analysis, Requirements Gathering, Project Management, Cross-functional Team..., Integration, Business Process, Software Development, Analysis, Management, CRM, Analytics, Databases, E-commerce, Systems Analysis, Web Applications, Requirements Analysis, Software Project..., Agile Methodologies, Financial Services, Vendor Management, SQL, Visio, SharePoint, Business Intelligence, IT Strategy

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1999 — 2001
MBA

Brandeis University   1991 — 1995
BA

Tabor Academy   1989 — 1991

Matt Rand Matt Rand Madbury, New Hampshire Details
Matt Rand's Commonwealth Financial Network Experience January 2007 - May 2007
Job Principal Data Modeler at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance  July 2013 - Present
Liberty Mutual Insurance  March 2011 - July 2013
Liberty Mutual  February 2010 - March 2011
Liberty Mutual  January 2009 - February 2010
Liberty Mutual  June 2007 - December 2008
Commonwealth Financial Network   January 2007 - May 2007
Management Ventures Inc.  May 2005 - December 2006
Bentley College  August 2004 - May 2005

Skills
SQL, Teradata, Erwin, UML, Data Warehousing, Databases, SQL Server, Business Intelligence, ETL, XML, HTML, Agile, Microsoft SQL Server, Agile Methodologies, Oracle, Requirements Gathering, Requirements Analysis, Integration, Scrum, Systems Analysis, Business Requirements, Visual Studio, Testing, SDLC, Quality Assurance, Data Modeling, DB2, Performance Tuning, Database Design, ASP.NET, Web Applications, Informatica

Education
Worcester Polytechnic Institute   2014 — 2016
Master's of Business Administration, Technology and Innovation, TBD

Worcester Polytechnic Institute

Bentley University   2003 — 2007
Bachelor's, Computer Information Systems

Jim Adelman Jim Adelman Greater Boston Area Details
Jim Adelman's Commonwealth Financial Network Experience 2004 - Present
Job General Counsel at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   2004 - Present
Allmerica Financial  2000 - 2004
U.S Securities and Exchange Commision   1998 - 2000
US Securities and Exchange Commission  1998 - 2000
Securities & Exchange Commission  1998 - 2000
Choate Hall and Stewart   1996 - 1998

Skills
FINRA, Securities, Compliance, Securities Regulation, Mutual Funds, SEC filings, Litigation, Corporate Governance, Insurance, SEC, Investments, Financial Services, Due Diligence, AML, Privacy Law

Education
American University Washington College of Law   1978 — 1981
JD, LAW

Bucknell University   1973 — 1977
BA, Economics

Kyle Wentworth Kyle Wentworth Hartford, Connecticut Area Details
Kyle Wentworth's Commonwealth Financial Network Experience February 2007 - June 2007
Job Director of Finance, International at Travelers
Industry Financial Services
Experience
Travelers  August 2012 - Present
Travelers  May 2011 - August 2012
Travelers  July 2010 - May 2011
Travelers  July 2007 - July 2010
Commonwealth Financial Network   February 2007 - June 2007

Skills
Commercial Insurance, Insurance, Sarbanes-Oxley Act, ERP, Financial Analysis, Leadership, Financial Modeling, Financial Reporting, Risk Management, Business Analysis, Process Improvement, Property & Casualty..., Underwriting, Finance

Education
Bentley University   2003 — 2007

Jennifer Sawan Jennifer Sawan Greater Boston Area Details
Jennifer Sawan's Commonwealth Financial Network Experience January 2012 - Present
Job Product Manager Technology at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   January 2012 - Present
Commonwealth Financial Network   October 2006 - December 2011
Fidelity Investments  2001 - 2006

Skills
Series 7, MBA, Project Management, Product Management, Business Strategy, Business Analysis, Relationship Management, Vendor Management, Contract Negotiation, TFS, Scrum, Agile Methodologies, Waterfall, User Experience

Education
Babson College - Franklin W. Olin Graduate School of Business   2003 — 2006
Master of Business Administration (MBA)

University of Massachusetts, Amherst   1997 — 2001
BA, Business Administration

Paula Caputo Paula Caputo Boston, Massachusetts Details
Paula Caputo's Commonwealth Financial Network Experience March 2006 - Present
Job Director of Professional Development at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   March 2006 - Present
State Street Corporation  2002 - 2006
Sybase  2000 - 2001
Fidelity Investments  1990 - 2000

Skills
Training, Project Management, Career Counseling, Organizational..., Instructional Design, Employee Training, Onboarding, Management Development, Leadership Development, Cross-functional Team..., Team Leadership, Strategic Planning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1988 — 1991
MBA, Finance

The University of Connecticut   1982 — 1984
Masters of Education

The University of Connecticut   1978 — 1982
Bachelors of Science, Business Marketing

Carrie Rice, CMP Carrie Rice, CMP Washington D.C. Metro Area Details
Carrie Rice, CMP's Commonwealth Financial Network Experience May 2001 - March 2002
Job Principal
Industry Hospitality
Experience
Potomac Meetings and Events   April 2011 - Present
Industrial Designers Society of America  March 2007 - April 2011
Top of The Town, Reception & Conference Facility   June 2002 - January 2010
Casualty Actuarial Society  August 2003 - March 2007
Billy Casper Golf Management  April 2002 - August 2003
Commonwealth Financial Network   May 2001 - March 2002

Skills
CPR Certification,..., Event Management, Non-profits, Event Planning, Advertising, Marketing Strategy, Public Relations, Graphic Design, Nonprofits, Marketing, Direct Marketing, Social Media, Trade Shows, Creative Direction

Education
American University
Bachelor of Arts

The George Washington University - School of Business

Maria Considine King Maria Considine King Greater Boston Area Details
Maria Considine King's Commonwealth Financial Network Experience May 2013 - Present
Job Vice President, Practice Management at Commonwealth Finan
Industry Financial Services
Experience
Commonwealth Financial Network   May 2013 - Present
Commonwealth Financial Network   October 2009 - May 2013
Commonwealth Financial Network   May 2007 - October 2009
Commonwealth Financial Network   May 2003 - May 2007
Commonwealth Financial Network   October 2000 - May 2003
MFS Investment Management  May 1996 - September 2000
Scudder, Stevens & Clark   March 1987 - December 1994

Skills
Practice Management, Series 6, Series 63, FINRA, Series 26, Certified Predictive..., Certified Kolbe Index...

Education
Smith College   1982 — 1986
A.B., Economics and International Relations

Boston University Graduate School of Management   1998 — 2000
MBA, Organizational Development

Babson College
Women in Leadership

Amanda Blackmer Amanda Blackmer Greater Boston Area Details
Amanda Blackmer's Commonwealth Financial Network Experience May 2013 - August 2015
Job Contracts Manager at lifeIMAGE
Industry Information Technology and Services
Experience
lifeIMAGE  August 2015 - Present
Commonwealth Financial Network   May 2013 - August 2015
Kevin M. O'Donnell, Ltd.   January 2013 - May 2013
Progressive Law Group, LLC   June 2012 - December 2012
Perry, Krumsiek & Jack   July 2010 - June 2012
Law Offices of Pamela Schaefer   May 2009 - July 2010
Commonwealth Financial Network   May 2007 - August 2008

Skills
Notary Public, Family Law, Residential Mortgages, Compliance, Civil Litigation, Personal Injury, Foreclosures

Education
Suffolk University Law School   2008 — 2011
J.D.

Babson College   2004 — 2008
BS, Business Management

Ithaca College   2004 — 2008
Legal Studies

Neil Krause, CLU®, CLTC Neil Krause, CLU®, CLTC Greater Boston Area Details
Neil Krause, CLU®, CLTC's Commonwealth Financial Network Experience October 2007 - February 2013
Job Internal Wholesaler at Symetra
Industry Financial Services
Experience
Symetra  March 2013 - Present
Commonwealth Financial Network   October 2007 - February 2013
Sun Life Financial  2004 - 2007

Skills
Insurance, Mutual Funds, Retirement Planning, Retirement

Education
Boston College   2001 — 2004
Psychology

Assumption College   2000 — 2001

Betsy (Sullivan) Leclair Betsy (Sullivan) Leclair Greater Boston Area Details
Betsy (Sullivan) Leclair's Commonwealth Financial Network Experience February 2004 - Present
Job Website Producer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   February 2004 - Present
EMC  2003 - January 2004

Skills
SharePoint, SEO, Content Management, User Experience, Business Analysis, User Interface Design, Web Services, Web Analytics, Agile Methodologies, Web Development, Content Strategy, HTML, Email Marketing

Education
Bentley University   1995 — 1999

Jeremy Krol Jeremy Krol Greater Boston Area Details
Jeremy Krol's Commonwealth Financial Network Experience September 2003 - Present
Job Trade Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   September 2003 - Present

Education
Bentley University   1999 — 2003
Bachelors, Economics

Angelo Pardo Angelo Pardo Greater San Diego Area Details
Angelo Pardo's Commonwealth Financial Network Experience November 2013 - Present
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   November 2013 - Present
LPL Financial  January 2008 - September 2013
LPL Financial  January 2008 - December 2009

Skills
Series 63, Uniform Combined State..., Investments, Risk Management, Equities, Alternative Investments, Financial Services, Asset Management, Wealth Management, Retirement Planning, Fixed Annuities, Fixed Income, FINRA, Series 7, Securities, Series 24, Mutual Funds, Investment Advisory, Securities Regulation, Series 55, Series 66

Education
Andrews University   1991 — 1996
BS, Sociology - Criminal Justice emphasis

Tiffany Fuller, CIA Tiffany Fuller, CIA Greater Boston Area Details
Tiffany Fuller, CIA's Commonwealth Financial Network Experience August 2011 - Present
Job
Industry Financial Services
Experience
Commonwealth Financial Network   August 2011 - Present
John Hancock Financial Services  May 2011 - August 2011
Liberty Mutual Insurance  September 2010 - May 2011
Liberty Mutual Insurance  July 2007 - September 2010

Skills
Internal Audit, Auditing, Risk Assessment, Insurance, Business Process..., Internal Controls, Audit, Risk Management, Risk Mitigation, Broker-Dealer, Financial Services, Risk Based Audits

Education
Bentley University   2003 — 2007
Bachelor of Science, Accountancy

RMIT University   2006 — 2006
Bachelor of Science, Accountancy

Shohreh Shishesaz Shohreh Shishesaz Worcester, Massachusetts Details
Shohreh Shishesaz's Commonwealth Financial Network Experience March 2015 - Present
Job Software QA Engineer at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network   March 2015 - Present
3si Surgical Safety Solutions   March 2015 - August 2015
Bose Corporation  June 2014 - August 2014
UMass Medical School  September 2012 - March 2013
UHealthSolutions  May 2008 - September 2012
UHealth Solutions(Former Public Sector Partners)   December 2009 - July 2010
Public Sector Partners, Inc.   December 2007 - December 2009

Skills
Requirements Analysis, Databases, Testing, Microsoft SQL Server, Quality Assurance, SQL, Software Documentation, Visio, Oracle, Data Warehousing, Business Intelligence, Program Management, Troubleshooting, Business Analysis, Agile Methodologies, Functional..., Software Quality..., Selenium WebDriver, C#

Education
Worcester Polytechnic Institute   2008 — 2009
Computer Science, 3.5

Alzahra University   1984 — 1988
Bachelor's degree, Mathematics and Computer Science, 3+

Kimberley Feeney Zollo, CFP® Kimberley Feeney Zollo, CFP® Lynnfield, Massachusetts Details
Kimberley Feeney Zollo, CFP®'s Commonwealth Financial Network Experience 2007 - June 2012
Job Owner at Essex Capital Management, LLC
Industry Financial Services
Experience
Essex Capital Management, LLC   2012 - Present
North Shore Community College  2009 - Present
Power in Lynn   2008 - Present
Maloy Financial Services   April 2007 - June 2012
Commonwealth Financial Network   2007 - June 2012
North Shore Women in Business   2010 - 2010
State Street Research  April 1992 - February 2005
State Street Research & Management  1992 - 2004

Skills
Wealth Management

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1997 — 2000
MBA, Finance

Suzanne Craig Suzanne Craig Greater Boston Area Details
Suzanne Craig's Commonwealth Financial Network Experience January 2012 - August 2013
Job Looking for new Business Analysis Consultant position
Industry Financial Services
Experience
State Street  November 2014 - December 2014
Commonwealth Financial Network   January 2012 - August 2013
Fidelity Investments  2000 - 2006
The Reference  1999 - 2000
State Street  February 1999 - September 1999
T Rowe Price  1996 - 1999
The Boston Company/Mellon Corporation   1987 - 1996

Skills
Project Management, Team Leadership, Proxy, Corporate Actions, Financial Services, SWIFT payments, Testing, Management, Fund Accounting, Securities Lending, Business Analysis, Mutual Funds, Requirements Gathering, Business Requirements, Process Improvement, Vendor Management, SDLC, Leadership, Fixed Income, Risk Management, Portfolio Management, Equities, Asset Management, Program Management, Process Redesign

Education
PMP Project Management Certification   2015 — 2015
Currently in process of obtaining updated PMP Project Management Certification

Six Sigma Green Belt   2015 — 2015
Currently in Process of Obtaining Six Sigma Green Belt

Bentley University   1999 — 2000
Project Management, Project Management

Suffolk University - Sawyer Business School   1991 — 1995
MBA, International Finance

Suffolk University - Sawyer Business School   1991 — 1995
Master of Business Administration (M.B.A.), International Finance

Bentley University   1983 — 1987
B.S., Economics & Finance

Canton High School

Wilston Johnston Wilston Johnston Greater Boston Area Details
Wilston Johnston's Commonwealth Financial Network Experience February 2014 - Present
Job Project Manager at Commonwealth Financial Network
Industry Information Technology and Services
Experience
Commonwealth Financial Network   February 2014 - Present
UMass Medical School  September 2013 - February 2014
Fidelity Investments  2001 - 2013
John Hancock Financial Services  1998 - 2001
Electric Insurance Company  1995 - 1998

Skills
Project Management, Program Management, Technical Leadership, Software Engineering, Change Management, Release Management, Business Process..., Resource Management, Cross-functional Team..., Customer Service, Financial Services, SDLC, Requirements Gathering, Business Analysis, Vendor Management, Risk Management, Fixed Income, Mutual Funds, Financial Analysis, Process Improvement, Agile Methodologies

Education
Rensselaer Polytechnic Institute
Computer and Information Sciences and Support Services

Bentley University
Master of Business Administration (MBA), Management Information Systems, General

Suzanne Bohs Suzanne Bohs Greater Boston Area Details
Suzanne Bohs's Commonwealth Financial Network Experience May 1994 - Present
Job Product Strategy Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   May 1994 - Present
Commonwealth Financial Network   May 2009 - May 2014
Commonwealth Financial Network   May 1999 - May 2009
Commonwealth Financial Network   1995 - 1999
Commonwealth Financial Network   1994 - 1995

Skills
Certified Product Owner, Portfolio Management, Series 7, Series 63, Trading, Series 24, Mutual Funds, FINRA, series 4, series 53, series 55, Financial Services, Management, Financial Planning

Education
Bentley University
BS Economics and Finance, Economics/Finance

Andy Apstein Andy Apstein Greater Boston Area Details
Andy Apstein's Commonwealth Financial Network Experience August 2000 - April 2003
Job Institutional Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2011 - Present
Stephens Inc.  June 2009 - January 2011
Banc of America Securities  May 2003 - February 2009
Commonwealth Financial Network   August 2000 - April 2003

Education
Bates College   1996 — 2000
B.A., Economics

Belmont Hill School   1990 — 1996

Dustin Zitzmann Dustin Zitzmann Greater Boston Area Details
Dustin Zitzmann's Commonwealth Financial Network Experience May 2010 - February 2011
Job Associate Systems Engineer at EMC
Industry Information Technology and Services
Experience
EMC  September 2014 - Present
Thomas H. Lee Partners  February 2012 - September 2014
Eze Castle Integration  February 2011 - February 2012
Commonwealth Financial Network   May 2010 - February 2011
Assumption College  January 2008 - May 2010
Staples  May 2009 - August 2009

Skills
Citrix, Technical Support, Active Directory, Operating Systems, Windows 7, Windows, Windows Server, Virtualization, System Administration, Disaster Recovery, Visio, VMware, SQL, Troubleshooting, Symantec Endpoint..., CommVault, Apple Certified..., Avaya Site..., Security Patch..., Citrix XenApp..., Process Improvement, Network Administration, Software Documentation, Networking, Project Management, Microsoft Exchange, Apple Certified

Education
Assumption College   2006 — 2010
Bachelor of Arts, Computer Science, Finance

Dixie M. Hollins   2002 — 2006

Kristen Malone Johnson, CMP Kristen Malone Johnson, CMP Greater Boston Area Details
Kristen Malone Johnson, CMP's Commonwealth Financial Network Experience May 2015 - Present
Job Supervisor, Sr. Planner, Conferences and Events Planner at Commonwealth Financial Network
Industry Events Services
Experience
Commonwealth Financial Network   May 2015 - Present
Commonwealth Financial Network   May 2013 - May 2015
Commonwealth Financial Network   August 2007 - May 2013
Rhode Island Convention Center  2005 - 2007

Skills
Event Management, Corporate Events, Marketing Communications, Event Planning, Social Media Marketing, Marketing

Education
University of Connecticut   2003 — 2005
MA, Sport Management

Assumption College   1999 — 2003
BA, Math / Accounting

Aaron Piscia Aaron Piscia Greater Boston Area Details
Aaron Piscia's Commonwealth Financial Network Experience September 2010 - December 2012
Job Registered Sales Associate Private Wealth Management Division at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  December 2012 - Present
Commonwealth Financial Network   September 2010 - December 2012
Mayflower Relocation   May 2009 - August 2009
EMC Corporation  May 2008 - August 2008
AmerisourceBergan   May 2007 - August 2007

Skills
Bloomberg, Financial Analysis, Lotus Notes, Financial Reporting, Financial Modeling, Trading [stocks, bonds,..., Finance, Accounting, Access, Accounts Payable, Mutual Funds, Equities, Microsoft Excel, Outlook, Securities, Series 7

Education
Suffolk University   2012 — 2014
Master's degree, Finance, General

Bentley University   2006 — 2010
Bachelor of Science, Finance

Lorraine Tracy Lorraine Tracy Greater Boston Area Details
Lorraine Tracy's Commonwealth Financial Network Experience May 2013 - Present
Job Manager, Data Integrity & Reconciliation at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   May 2013 - Present
Commonwealth Financial Network   August 2011 - May 2013
Commonwealth Financial Network   August 2009 - August 2011
Commonwealth Financial Network   August 2007 - August 2009
Ameriprise Financial Services, Inc.   September 2005 - August 2007

Skills
Series 7, Microsoft Office, Microsoft SQL Server, SharePoint, Advent, Data Exchange, FBSI, Bloomberg, Financial Services, Data Integrity, Customer Service, Mutual Funds

Education
Bentley University   2003 — 2007
BAS, Finance

Jonathan Bischmann Jonathan Bischmann Greater New York City Area Details
Jonathan Bischmann's Commonwealth Financial Network Experience July 2013 - May 2014
Job Partner & Operations Manager
Industry Financial Services
Experience
Tigress Financial Partners  June 2014 - Present
Commonwealth Financial Network   July 2013 - May 2014
World Trade Financial Group  September 2011 - January 2013
Independent Financial Group LLC  April 2008 - April 2011

Skills
Portfolio Management, Management, Equities, Investments, Trading, Finance, Risk Management, Asset Management, Financial Analysis, Strategic Planning

Education
Arizona State University   1996 — 1999
Bachelor of Arts (B.A.), Chemistry

Fort Lewis College   1995 — 1996

University of San Diego   1994 — 1995

David 'Dee' Kurz David 'Dee' Kurz Greater Minneapolis-St. Paul Area Details
David 'Dee' Kurz's Commonwealth Financial Network Experience March 2007 - September 2007
Job Sales & Catering Coordinator at Courtyard by Marriott Minneapolis Downtown
Industry Hospitality
Experience
Courtyard by Marriott Minneapolis Downtown  April 2015 - Present
Courtyard by Marriott Minneapolis Downtown  December 2014 - April 2015
Residence Inn by Marriott  August 2012 - December 2014
XpresSpa  June 2011 - July 2012
Massage Envy Spa  August 2010 - January 2011
Hyatt Place  May 2009 - November 2010
Wingate by Wyndham  March 2005 - June 2009
Courtyard by Marriott  July 2007 - November 2008
Commonwealth Financial Network   March 2007 - September 2007
Radisson University Hotel  July 2005 - March 2007

Skills
Hospitality, Food & Beverage, Guest Service, Micros, Hotel Management, Beauty, Wellness, Administrative Duties, Spa, Hospitality Management, Hospitality Industry, Hotels, Guest Service Management, Customer Satisfaction, Hiring, Front Office, Property Management..., Hotel Booking, Concierge Services, Rooms Division, Employee Training, Revenue Analysis, Training, Data Entry, Cashiering, Up-selling, Sales, Payroll, Tourism, Customer Service, Pre-opening, Resorts, Makeup Artistry, Cosmetics, Cosmetology, Market Segmentation, Meeting Planning, Banquets

Education
University of Phoenix   2011 — 2013
Associate's Degree, Business Administration and Management, General

Minnesota School of Cosmetology   2010 — 2012
Cosmetology Diploma, Cosmetologist

Tartan High School   2000 — 2004
Diploma, High School

Taylor Skelton Taylor Skelton Greater Boston Area Details
Taylor Skelton's Commonwealth Financial Network Experience September 2012 - May 2013
Job HR Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  August 2014 - Present
Grant Thornton LLP  August 2013 - July 2014
Keurig Green Mountain, Inc.   June 2013 - August 2013
Commonwealth Financial Network   September 2012 - May 2013
Harvard Management Company  June 2012 - August 2012
Commonwealth Financial Network   January 2012 - June 2012
Harvard Management Company  June 2011 - September 2011
The Cumberland Gulf Group  March 2011 - June 2011
Liberty Mutual  May 2010 - September 2010

Skills
Human Resources, Microsoft Office, Corporate Communications, Data Analysis, E-Learning, Analysis, Onboarding, Trend Analysis, Management, Employee Benefits, Payroll, ADP HRB, Lawson HRIS, SuccessFactors, Taleo, Recruiting, Performance Management, HRIS, New Hire Orientations

Education
Bentley University   2009 — 2013
Bachelor of Science, Managerial Economics and Liberal Studies, Human Resources and Global Perspectives Concentrations

Royal Holloway, University of London   2011 — 2011
Semester Abroad - Fall 2011

Michael Comiskey, CAIA Michael Comiskey, CAIA Greater Boston Area Details
Michael Comiskey, CAIA's Commonwealth Financial Network Experience August 2015 - Present
Job Investment Research Analyst Alternative Investments at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   August 2015 - Present
F-Squared Investments  March 2015 - August 2015
F-Squared Investments  March 2013 - February 2015
F-Squared Investments  July 2011 - February 2013
Lyra Research  September 2010 - April 2011

Skills
Market Research, Bloomberg, Asset Managment, Investments, Competitive Analysis, Portfolio Management, Alternative Investments, Financial Modeling, Valuation, Hedge Funds, Mutual Funds, Equities, Fixed Income, Asset Management, Asset Allocation

Education
Bentley University   2007 — 2011
BS, Economics & Finance

Xaverian Brothers High School   2003 — 2007

Caitlin Griffin Caitlin Griffin Greater Boston Area Details
Caitlin Griffin's Commonwealth Financial Network Experience April 2012 - May 2013
Job Senior Associate at Kelmar Associates
Industry Management Consulting
Experience
Kelmar Associates  January 2015 - Present
Kelmar Associates  May 2013 - January 2015
Commonwealth Financial Network   April 2012 - May 2013
Houghton Mifflin  June 2010 - March 2012
Gap Inc./Old Navy   October 2008 - September 2010
Totes2Promote (Student Run Business)   January 2010 - April 2010

Skills
Leadership, Event Planning, Facebook, Motivation, Social Media, Program Management, Strategy, Analysis, PowerPoint, Data Analysis, Research, Google Docs, Microsoft Excel, Microsoft Word, Social Networking, Team Building, Teamwork, Creative Writing, Organization, Writing, Wordpress

Education
Southern New Hampshire University   2014 — 2017
Master of Business Administration (MBA), Business Intelligence

Babson College   2009 — 2013
B.S., Business Administration

Sharon Haley Sharon Haley Waltham, Massachusetts Details
Sharon Haley's Commonwealth Financial Network Experience September 2014 - Present
Job Practice Management, Consultant, Business Transitions, Relationship Management, at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   September 2014 - Present
Carroll Enterprises  2013 - 2014
Carroll Enterprises  August 2006 - August 2013

Skills
Customer Service, Insurance, Retirement, Marketing, Financial Services, Retirement Planning, Investments, 401k, Sales

Education
Bentley University
Bachelor's Degree, Marketing/Marketing Management, General

Forrest Wentworth Forrest Wentworth Greater Boston Area Details
Forrest Wentworth's Commonwealth Financial Network Experience November 2013 - Present
Job Developer at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   November 2013 - Present
American Dental Partners  October 2011 - October 2013
Wash Depot Holdings  September 2005 - September 2011

Skills
Strategic Planning, Management, Process Improvement, Budgets, Customer Service, Leadership, Retail, Sales, Operations Management, Team Building, Team Leadership, Training

Education
King's College School Wimbledon

University of East Anglia
Environmental Science

Maura Tomaszewski Maura Tomaszewski Greater Boston Area Details
Maura Tomaszewski's Commonwealth Financial Network Experience September 2003 - March 2004
Job Talent
Industry Performing Arts
Experience
City of Quincy, MA   May 2006 - October 2013
FUND Q   March 2004 - May 2006
Commonwealth Financial Network   September 2003 - March 2004
Prudential Securities  November 2000 - September 2003
LPL Financial  October 1998 - October 2000

Skills
Securities, FINRA Series 7, 8/9,..., Legal Compliance, SEC reporting, Business Management, Problem Solving, Negotiation, Media Relations, Writing, Film Acting, Teacher of Theatre and..., Customer Service, Notary Public, Social Media, Securities Regulation, Creative Writing, Financial Regulation, Editing, FINRA, Financial Services, Investments, Multimedia, Music, Banking, Management, Marketing, Fundraising, Legal Writing, Risk Management, Public Relations, SEC filings, Social Networking, Acting, Analysis, Mediation

Education
Anna Maria College   2000 — 2002
Masters of Business Administration, Business 2002

University of Massachusetts   1991 — 1993
Bachelor of Arts, English /Communication /Excercise Science

Cape Cod Community College   1988 — 1990
A.A., Mass Media

American Institute for Paralegal Studies
Paralegal Certificate, Law

Jannie Huey Jannie Huey Greater Boston Area Details
Jannie Huey's Commonwealth Financial Network Experience September 2014 - December 2014
Job Portfolio Administrator at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  January 2015 - Present
Commonwealth Financial Network   September 2014 - December 2014
BNY Mellon  May 2014 - August 2014
Boston Public Library  September 2008 - June 2011
Boston Public Library  July 2009 - August 2009

Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Access

Education
Bentley University   2011 — 2015

peter wheeler peter wheeler Weston, Massachusetts Details
peter wheeler's Commonwealth Financial Network Experience PresidentCommonwealth Financial Network1992 - 2012
Job President at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   PresidentCommonwealth Financial Network1992 - 2012

Skills
Financial Services, Alternative Investments, Equities, Portfolio Management, Series 63, Financial Advisory, Asset Allocation, Risk Management, Investment Strategies, Fixed Income, Financial Analysis, Series 24

Education
Babson College - Franklin W. Olin Graduate School of Business

Rebecca Baillargeon Rebecca Baillargeon Greater Boston Area Details
Rebecca Baillargeon's Commonwealth Financial Network Experience February 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Commonwealth Financial Network   February 2014 - Present
Everything But Water  April 2014 - November 2014
Two Ten Footwear Foundation  August 2013 - February 2014
Merri Baillargeon   June 2010 - July 2013
Hannaford Bros. Co.   May 2010 - August 2011
Ameriprise Financial Services, Inc.   July 2006 - July 2010
TJ Maxx  July 2006 - December 2009

Skills
Customer Service, Administrative..., French, Travel

Education
Acadia University   2008 — 2013
Bachelor of Business Administration (BBA) with French, Business Administration and French

Université Nancy 2   2010 — 2011
Bachelor of Business Administration (B.B.A.), International Business

Fryeburg Academy   2004 — 2008
High school

Matt O'Connel Matt O'Connel United States Details
Matt O'Connel's Commonwealth Financial Network Experience 2004 - Present
Job Stockbroker financial planner at Commonwealth Financial Network
Industry
Experience
Commonwealth Financial Network   2004 - Present
Fidelity Investments  December 2002 - 2004
American Express Financial Advisors  January 2001 - August 2001

Education
University of New Hampshire - Whittemore School of Business and Economics   1998 — 2001
bachelors degree business administration, Business Administration and Management, General

Babson College   1996 — 1998
Bachelor of Business Administration (B.B.A.), business finance

Jim Doucette Jim Doucette Waltham, Massachusetts Details
Jim Doucette's Commonwealth Financial Network Experience August 2014 - Present
Job Insurance Product Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network   August 2014 - Present
Beth Israel Deaconess Medical Center  February 2013 - August 2014
Beth Israel Deaconess Medical Center  September 2006 - February 2013
Citizens Investment Services  August 2004 - September 2006
American Express  July 2001 - August 2004

Skills
Financial Analysis, Financial Reporting, Access, PeopleSoft, Finance, Accounts Payable, Accounting, Managerial Finance

Education
Bentley University   1975 — 1979
Bachelor of Science (BS), Accounting

Lata Bhatia Lata Bhatia Acton, Massachusetts Details
Lata Bhatia's Commonwealth Financial Network Experience August 2013 - November 2013
Job Project Accountant
Industry Financial Services
Experience
Kleinfelder  November 2014 - Present
Kleinfelder  April 2014 - October 2014
Charles River Laboratories  March 2014 - April 2014
Commonwealth Financial Network   August 2013 - November 2013
State Street  April 2013 - July 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Accounting, Finance, Financial Statements, Spreadsheets, Data Entry, Outlook, Microsoft Office, Deltek, Electronic Invoicing

Education
Bentley University   2010 — 2012
Bachelor of Science (B.S.), Accounting

Nowrosjee Wadia College
Bachelor of Science (B.Sc.), Zoology

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