Commonwealth Financial Network
Industry: Financial services company
DescriptionCommonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California. The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth Equity Services. 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Commonwealth Financial Network September 2003 - Present
Education
Bentley University 1999 — 2003
Bachelors, Economics
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
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
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+
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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