Concord Wealth Management
Description
Address: 150 S Wacker Dr # 3200, Chicago, IL 60606 Phone: (312) 236-1166: Website: : : Hours: Category: : : : Place name: Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Concord Asset Management LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Concord Wealth Management Employees
Employee
Years
Job
Industry
Justin Dix Justin Dix's Concord Wealth Management Experience 2007 - 2008
Job Software Engineer at GIK Plasma Systems
Industry Computer Software
Experience
GIK Plasma Systems June 2012 - Present
CenturyLink 2013 - 2014
Samsung SDS 2011 - 2012
Concord Wealth Management 2007 - 2008
Skills
Java Enterprise Edition, Web Development, Requirements Analysis, HTML, Java, JavaScript
Education
Rutgers University-New Brunswick 2002 — 2007
BA Computer Science, Computer Science
GIK Plasma Systems June 2012 - Present
CenturyLink 2013 - 2014
Samsung SDS 2011 - 2012
Concord Wealth Management 2007 - 2008
Skills
Java Enterprise Edition, Web Development, Requirements Analysis, HTML, Java, JavaScript
Education
Rutgers University-New Brunswick 2002 — 2007
BA Computer Science, Computer Science
Scott St. Clair Scott St. Clair's Concord Wealth Management Experience March 2013 - Present
Job Financial Advisor at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management March 2013 - Present
WyzAnt Tutoring December 2010 - Present
Northwestern Mutual January 2011 - February 2013
ClubZ tutoring October 2010 - December 2012
Philips 2007 - 2009
Skills
Teaching, Finance, Applied Mathematics, Microsoft Excel, Microsoft Office, Customer Service, Sales, Tutoring, Social Media, Leadership, PowerPoint, Public Speaking, Data Analysis, Event Planning, Microsoft Word, Series 63, Time Management, Account Management, Financial Analysis, Management, Marketing, Outlook, Sales Management, Marketing Strategy, Budgets, Salesforce.com, Social Media Marketing, Business Development, Process Improvement, New Business Development, Sales Process, Analysis, Team Leadership, Risk Management, Nonprofits, Team Building, Event Management, Training, Access, Visio, Cold Calling, Social Networking, Strategic Planning, CRM, Research, Fundraising, Public Relations, Coaching, Sales Operations, Insurance
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Mathematics
Newburyport High School 1983 — 1987
Concord Wealth Management March 2013 - Present
WyzAnt Tutoring December 2010 - Present
Northwestern Mutual January 2011 - February 2013
ClubZ tutoring October 2010 - December 2012
Philips 2007 - 2009
Skills
Teaching, Finance, Applied Mathematics, Microsoft Excel, Microsoft Office, Customer Service, Sales, Tutoring, Social Media, Leadership, PowerPoint, Public Speaking, Data Analysis, Event Planning, Microsoft Word, Series 63, Time Management, Account Management, Financial Analysis, Management, Marketing, Outlook, Sales Management, Marketing Strategy, Budgets, Salesforce.com, Social Media Marketing, Business Development, Process Improvement, New Business Development, Sales Process, Analysis, Team Leadership, Risk Management, Nonprofits, Team Building, Event Management, Training, Access, Visio, Cold Calling, Social Networking, Strategic Planning, CRM, Research, Fundraising, Public Relations, Coaching, Sales Operations, Insurance
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Mathematics
Newburyport High School 1983 — 1987
Greg Pierce Greg Pierce's Concord Wealth Management Experience October 2014 - Present
Job Financial Representative at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management October 2014 - Present
YMCA 2013 - September 2014
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Microsoft Word, PowerPoint, Social Media, Research, Event Planning, Sales, Team Building, Time Management, Project Management, Microsoft Excel, Program Management
Education
Bowdoin College
Bachelor of Arts (B.A.), Economics
Concord Wealth Management October 2014 - Present
YMCA 2013 - September 2014
Skills
Customer Service, Microsoft Office, Leadership, Public Speaking, Microsoft Word, PowerPoint, Social Media, Research, Event Planning, Sales, Team Building, Time Management, Project Management, Microsoft Excel, Program Management
Education
Bowdoin College
Bachelor of Arts (B.A.), Economics
David Quintal's Concord Wealth Management Experience September 2014 - Present
Job Financial Advisor at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management September 2014 - Present
Mutual of Omaha May 2013 - September 2014
Edward Jones April 2012 - 2013
Quest 2011 - December 2012
Furniture Discounters Group, Inc./ Factory Furniture Outlet 1991 - 2011
Canon USA 1990 - 1991
WANG LABORATORIES 1989 - 1990
WANG LABORATORIES 1987 - 1989
Wang Laboratories 1986 - 1987
Skills
Insurance, Marketing, Retirement Planning, Finance, Fixed Annuities, Management, Investments, Sales, Budgets, Leadership, Wealth Management, Life Insurance, Training, Strategy, Mutual Funds, IRAs, Asset Allocation, Retirement, Series 7, Investment Advisory, 401k Rollovers, Saving for Education, Banking, Investment Strategies, Disability Insurance, FINRA, 401k, Series 63, Term Life Insurance, Uniform Combined State..., Strategic Financial..., Cross-functional Team..., Portfolio Management, Alternative Investments, Small Business, Strategic Partnerships, General Securities..., Life Insurance...
Education
University of Massachusetts at Lowell 1981 — 1985
BS, Business Management
Concord Wealth Management September 2014 - Present
Mutual of Omaha May 2013 - September 2014
Edward Jones April 2012 - 2013
Quest 2011 - December 2012
Furniture Discounters Group, Inc./ Factory Furniture Outlet 1991 - 2011
Canon USA 1990 - 1991
WANG LABORATORIES 1989 - 1990
WANG LABORATORIES 1987 - 1989
Wang Laboratories 1986 - 1987
Skills
Insurance, Marketing, Retirement Planning, Finance, Fixed Annuities, Management, Investments, Sales, Budgets, Leadership, Wealth Management, Life Insurance, Training, Strategy, Mutual Funds, IRAs, Asset Allocation, Retirement, Series 7, Investment Advisory, 401k Rollovers, Saving for Education, Banking, Investment Strategies, Disability Insurance, FINRA, 401k, Series 63, Term Life Insurance, Uniform Combined State..., Strategic Financial..., Cross-functional Team..., Portfolio Management, Alternative Investments, Small Business, Strategic Partnerships, General Securities..., Life Insurance...
Education
University of Massachusetts at Lowell 1981 — 1985
BS, Business Management
Jim Cote Jim Cote's Concord Wealth Management Experience April 2011 - Present
Job Financial Adviser
Industry Staffing and Recruiting
Experience
Concord Wealth Management April 2011 - Present
Cote, Pulitzer & Alvarez Inc. January 2009 - Present
City of Newton November 2013 - Present
United States Department of Defense June 2004 - Present
Harvard Street Neighborhood Health Center 2009 - Present
Accounting Management Solutions April 2006 - December 2008
Spherion Executive Recruiting June 2000 - March 2006
MetLife September 1988 - July 1997
United States Marine Corps February 1975 - February 1995
Skills
Executive Search, Executive Coaching, Recruiting, Peer Mediation, Mediation, Life Transitions, Management, Sales Management, Defense, Qualifying Candidates, Candidate Retention, Staff Retention, Outplacement, Community Outreach, Healthcare Management, Staff Development, Staffing Services, Temporary Staffing, Personnel Management, Hiring Personnel, Personnel Evaluation, Military Experience, Military Personnel, Adult Education, Non-profit..., Nonprofits, Non-profit Volunteer, Non-profit Board..., Non-profit Leadership, Networking, Temporary Placement, Executive Management, Team Building, Technical Recruiting, Career Counseling, Public Speaking, College Recruiting, Training, Applicant Tracking..., Estate Planning, Financial Advisory, Retirement Planning, Strategic Financial..., Life Insurance, Estate Tax Planning, Empowerment, Financial Planning, Finance, Financial Analysis, Leadership
Education
Mary Washington College 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Worcester State College 1981 — 1983
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bishop Feehan Cote Famiy
Concord Wealth Management April 2011 - Present
Cote, Pulitzer & Alvarez Inc. January 2009 - Present
City of Newton November 2013 - Present
United States Department of Defense June 2004 - Present
Harvard Street Neighborhood Health Center 2009 - Present
Accounting Management Solutions April 2006 - December 2008
Spherion Executive Recruiting June 2000 - March 2006
MetLife September 1988 - July 1997
United States Marine Corps February 1975 - February 1995
Skills
Executive Search, Executive Coaching, Recruiting, Peer Mediation, Mediation, Life Transitions, Management, Sales Management, Defense, Qualifying Candidates, Candidate Retention, Staff Retention, Outplacement, Community Outreach, Healthcare Management, Staff Development, Staffing Services, Temporary Staffing, Personnel Management, Hiring Personnel, Personnel Evaluation, Military Experience, Military Personnel, Adult Education, Non-profit..., Nonprofits, Non-profit Volunteer, Non-profit Board..., Non-profit Leadership, Networking, Temporary Placement, Executive Management, Team Building, Technical Recruiting, Career Counseling, Public Speaking, College Recruiting, Training, Applicant Tracking..., Estate Planning, Financial Advisory, Retirement Planning, Strategic Financial..., Life Insurance, Estate Tax Planning, Empowerment, Financial Planning, Finance, Financial Analysis, Leadership
Education
Mary Washington College 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Worcester State College 1981 — 1983
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bishop Feehan Cote Famiy
John Erik D'Entremont John Erik D'Entremont's Concord Wealth Management Experience May 2015 - Present
Job Financial Representative at Concord Wealth Management
Industry Human Resources
Experience
Concord Wealth Management May 2015 - Present
Mercer October 2013 - Present
Skills
Sales, Project Management, Employee Benefits, Management, Training, Business Development, Customer Service, Product Management, Enterprise Software, Change Management, Program Management, Strategy, Cross-functional Team..., Performance Management
Education
University of Massachusetts Boston 1987 — 1989
BA
Bishop Feehan
Concord Wealth Management May 2015 - Present
Mercer October 2013 - Present
Skills
Sales, Project Management, Employee Benefits, Management, Training, Business Development, Customer Service, Product Management, Enterprise Software, Change Management, Program Management, Strategy, Cross-functional Team..., Performance Management
Education
University of Massachusetts Boston 1987 — 1989
BA
Bishop Feehan
Brian Kape's Concord Wealth Management Experience September 2006 - September 2008
Job Sales Manager Correspondent Clearing Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Scivantage April 2012 - September 2013
Broadridge Financial Solutions, Inc June 2008 - April 2012
Concord Wealth Management September 2006 - September 2008
Pershing September 2002 - September 2006
Investec Ernst September 2001 - November 2002
RBC Dominion Securities September 1999 - September 2001
D.E Shaw/Farsight Financial September 1996 - September 1999
National Discount Brokers September 1993 - September 1996
Skills
Solution Design, New Business Development, Direct Sales, CRM, Portfolio Management, Start-ups, Investments, Business Development, Financial Services, Securities, Equities, Outsourcing, Fixed Income, Management, Hedge Funds, Mutual Funds, Asset Management, Banking, Trading, Business Planning, Wealth Management, Integration, Analytics, Solution Architecture, SaaS, Business Analysis, Relationship Management, Prime Brokerage, Strategic Planning, Project Management, Series 7, Product Management, Customer Service
Education
Rider University 1979 — 1983
BS - Business Administration
BNP Paribas October 2013 - Present
Scivantage April 2012 - September 2013
Broadridge Financial Solutions, Inc June 2008 - April 2012
Concord Wealth Management September 2006 - September 2008
Pershing September 2002 - September 2006
Investec Ernst September 2001 - November 2002
RBC Dominion Securities September 1999 - September 2001
D.E Shaw/Farsight Financial September 1996 - September 1999
National Discount Brokers September 1993 - September 1996
Skills
Solution Design, New Business Development, Direct Sales, CRM, Portfolio Management, Start-ups, Investments, Business Development, Financial Services, Securities, Equities, Outsourcing, Fixed Income, Management, Hedge Funds, Mutual Funds, Asset Management, Banking, Trading, Business Planning, Wealth Management, Integration, Analytics, Solution Architecture, SaaS, Business Analysis, Relationship Management, Prime Brokerage, Strategic Planning, Project Management, Series 7, Product Management, Customer Service
Education
Rider University 1979 — 1983
BS - Business Administration
Kelly Binkowski's Concord Wealth Management Experience November 2006 - February 2010
Job Senior Account Manager at Discovery Data
Industry Financial Services
Experience
Discovery Data, An Ipreo Company February 2010 - Present
Concord Wealth Management November 2006 - February 2010
Rich Wall Concrete Pumping September 2002 - November 2006
Skills
Salesforce.com, Insurance, New Business Development, B2B, Social Media Marketing, Property & Casualty..., Marketing, Microsoft Office, Customer Service, Customer Retention, Sales, Selling, Account Management, CRM, Sales Presentations, Financial Services
Education
Monmouth University 2002 — 2006
Discovery Data, An Ipreo Company February 2010 - Present
Concord Wealth Management November 2006 - February 2010
Rich Wall Concrete Pumping September 2002 - November 2006
Skills
Salesforce.com, Insurance, New Business Development, B2B, Social Media Marketing, Property & Casualty..., Marketing, Microsoft Office, Customer Service, Customer Retention, Sales, Selling, Account Management, CRM, Sales Presentations, Financial Services
Education
Monmouth University 2002 — 2006
Sarah M. Colligan Sarah M. Colligan's Concord Wealth Management Experience January 2015 - Present
Job Director of Licensing and OnBoarding/Director of Campus Recruitment at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management January 2015 - Present
Northwestern Mutual January 2014 - January 2015
Office of State Senator Patty Ritchie at New York State Senate July 2013 - December 2013
North Country Children's Clinic, Inc. September 2012 - 2013
WWNY-TV7 May 2009 - September 2012
Skills
Proposal Writing, Technical Writing, Speech Writing, Creative Writing, Marketing Communications, Business Communications, Communications Planning, Market Research, Marketing Research, Online Research, Team Leadership, Adobe Software, Nielsen, Clerical Duties, Clerical Skills, Computer Literate, Filing, Managing Multiple..., Public Speaking, Management, Marketing, Clerical Work, Facebook, Social Networking, Social Media Marketing, Newsletters, Non-profits, Annual Giving, Social Media, Media Relations, Public Relations, Grants, Press Releases, Philanthropy, Fundraising
Education
SUNY Potsdam
Bachelor of Arts (BA), English Writing/Journalism
Jefferson Community College
Associate's degree, Liberal Arts
Concord Wealth Management January 2015 - Present
Northwestern Mutual January 2014 - January 2015
Office of State Senator Patty Ritchie at New York State Senate July 2013 - December 2013
North Country Children's Clinic, Inc. September 2012 - 2013
WWNY-TV7 May 2009 - September 2012
Skills
Proposal Writing, Technical Writing, Speech Writing, Creative Writing, Marketing Communications, Business Communications, Communications Planning, Market Research, Marketing Research, Online Research, Team Leadership, Adobe Software, Nielsen, Clerical Duties, Clerical Skills, Computer Literate, Filing, Managing Multiple..., Public Speaking, Management, Marketing, Clerical Work, Facebook, Social Networking, Social Media Marketing, Newsletters, Non-profits, Annual Giving, Social Media, Media Relations, Public Relations, Grants, Press Releases, Philanthropy, Fundraising
Education
SUNY Potsdam
Bachelor of Arts (BA), English Writing/Journalism
Jefferson Community College
Associate's degree, Liberal Arts
Inna Frisman Inna Frisman's Concord Wealth Management Experience 2013 - 2014
Job Director of New Business, CWM/ Penn Mutual Life
Industry Insurance
Experience
Penn Mutual April 2013 - Present
Concord Wealth Management 2013 - 2014
LEISMAN INSURANCE AGENCY, INC January 2003 - January 2012
The Coyle Company March 1999 - March 2003
INTEGRATED PLANNING SERVICES January 1995 - January 1999
Skills
Computer Proficiency, Disability Insurance, Life Insurance, Health Insurance, Customer Service, Marketing Communications, Compliance, Errors & Omissions, State Licensing, Licensing, New Business Development
Education
University of Massachusetts
BACHELOR OF ARTS & SCIENCE, Psychology
University of Massachusetts Boston
Bachelor of Arts (B.A.), Developmental and Child Psychology, 3.74
Penn Mutual April 2013 - Present
Concord Wealth Management 2013 - 2014
LEISMAN INSURANCE AGENCY, INC January 2003 - January 2012
The Coyle Company March 1999 - March 2003
INTEGRATED PLANNING SERVICES January 1995 - January 1999
Skills
Computer Proficiency, Disability Insurance, Life Insurance, Health Insurance, Customer Service, Marketing Communications, Compliance, Errors & Omissions, State Licensing, Licensing, New Business Development
Education
University of Massachusetts
BACHELOR OF ARTS & SCIENCE, Psychology
University of Massachusetts Boston
Bachelor of Arts (B.A.), Developmental and Child Psychology, 3.74
Richard Trumpler Richard Trumpler's Concord Wealth Management Experience 2005 - 2007
Job Chief Operating Officer, New York Private Trust Company
Industry Banking
Experience
New York Private Trust Company May 2010 - Present
New York Private Bank & Trust January 2008 - May 2010
Concord Wealth Management 2005 - 2007
Citibank February 2002 - January 2005
Citigroup 1996 - 2005
Skills
Asset Management, Wealth Management, Investments, Alternative Investments, Portfolio Management, Financial Services, Securities, Hedge Funds, Investment Advisory, Asset Allocation
Education
University of Rochester
New York Private Trust Company May 2010 - Present
New York Private Bank & Trust January 2008 - May 2010
Concord Wealth Management 2005 - 2007
Citibank February 2002 - January 2005
Citigroup 1996 - 2005
Skills
Asset Management, Wealth Management, Investments, Alternative Investments, Portfolio Management, Financial Services, Securities, Hedge Funds, Investment Advisory, Asset Allocation
Education
University of Rochester
Christopher Rios Christopher Rios's Concord Wealth Management Experience January 2015 - May 2015
Job Mutual Fund Services Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance June 2015 - Present
Concord Wealth Management January 2015 - May 2015
Financial Strategies Group Giving More May 2012 - August 2012
Weston Hills Country Club September 2010 - March 2011
Skills
Finance, Market Research, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of New Hampshire 2012 — 2015
Bachelor's of Science in Business Administration, Finance and Management
Lorenzo de Medici Italian Institute 2013 — 2013
Eaton Vance June 2015 - Present
Concord Wealth Management January 2015 - May 2015
Financial Strategies Group Giving More May 2012 - August 2012
Weston Hills Country Club September 2010 - March 2011
Skills
Finance, Market Research, Teamwork, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
University of New Hampshire 2012 — 2015
Bachelor's of Science in Business Administration, Finance and Management
Lorenzo de Medici Italian Institute 2013 — 2013
Karsten Krumbiegel Karsten Krumbiegel's Concord Wealth Management Experience November 2013 - Present
Job Financial Representative for Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management November 2013 - Present
Business Networking International 2014 - Present
Ultimate Parking LLC. January 2002 - May 2014
Skills
Insurance, Financial Analysis, Retirement Planning, Investments, Financial Modeling, Mutual Funds, Retirement, Life Insurance, Fixed Annuities, Accounting, Wealth Management, Financial Reporting, Credit, Portfolio Management, Strategic Financial..., Finance, Financial Services
Education
University of Massachusetts Boston 2006 — 2010
Bachelor's degree, Accounting and Business Management
Boston Latin School 1994 — 2000
HS Diploma
Concord Wealth Management November 2013 - Present
Business Networking International 2014 - Present
Ultimate Parking LLC. January 2002 - May 2014
Skills
Insurance, Financial Analysis, Retirement Planning, Investments, Financial Modeling, Mutual Funds, Retirement, Life Insurance, Fixed Annuities, Accounting, Wealth Management, Financial Reporting, Credit, Portfolio Management, Strategic Financial..., Finance, Financial Services
Education
University of Massachusetts Boston 2006 — 2010
Bachelor's degree, Accounting and Business Management
Boston Latin School 1994 — 2000
HS Diploma
Gregory Drozdow's Concord Wealth Management Experience September 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Concord Wealth Management September 2015 - Present
McAdam Financially Advanced™ September 2012 - August 2015
Voya Financial June 2012 - August 2014
CEO in a Box July 2011 - April 2013
Sheridan Healthcorp June 2010 - August 2010
Education
Brandeis University 2008 — 2012
Bachelor of Arts (B.A.), Health: Science, Society and Policy; Business
Pine Crest School
Concord Wealth Management September 2015 - Present
McAdam Financially Advanced™ September 2012 - August 2015
Voya Financial June 2012 - August 2014
CEO in a Box July 2011 - April 2013
Sheridan Healthcorp June 2010 - August 2010
Education
Brandeis University 2008 — 2012
Bachelor of Arts (B.A.), Health: Science, Society and Policy; Business
Pine Crest School
Dihamel Milard's Concord Wealth Management Experience September 2012 - Present
Job Student at University of Massachusetts Boston
Industry Marketing and Advertising
Experience
Concord Wealth Management September 2012 - Present
GRASP Inc. September 2010 - August 2012
Walgreens January 2009 - August 2010
Skills
Public Speaking, PowerPoint, Microsoft Office, Marketing, Hardwork, Event Planning, Customer Service
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Massachusetts Bay Community College 2006 — 2009
Associate's degree, Communication and Media Studies
Concord Wealth Management September 2012 - Present
GRASP Inc. September 2010 - August 2012
Walgreens January 2009 - August 2010
Skills
Public Speaking, PowerPoint, Microsoft Office, Marketing, Hardwork, Event Planning, Customer Service
Education
University of Massachusetts Boston 2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies
Massachusetts Bay Community College 2006 — 2009
Associate's degree, Communication and Media Studies
Brian Correia Brian Correia's Concord Wealth Management Experience December 2014 - Present
Job Dynamic professional seeking to introduce people to a better financial future through proactive choices and education.
Industry Financial Services
Experience
Concord Wealth Management December 2014 - Present
Concord Wealth Management March 2014 - Present
MetLife Financial Group of Mass May 2009 - March 2014
Hodges Badge Company October 2005 - March 2009
Management Search Inc 2000 - 2005
Franklin Covey Company 1992 - 1999
Skills
Investments, Insurance, Securities, Leadership, Training, Entrepreneurship, Sales, Finance, Small Business, FINRA
Education
Boston College 1983 — 1987
Psychology
Hofstra University 1982 — 1983
Pre-Med
Bishop Stang HS 1978 — 1982
HS Diploma, General Ed
St Joseph's in New Bedford 1974 — 1978
Concord Wealth Management December 2014 - Present
Concord Wealth Management March 2014 - Present
MetLife Financial Group of Mass May 2009 - March 2014
Hodges Badge Company October 2005 - March 2009
Management Search Inc 2000 - 2005
Franklin Covey Company 1992 - 1999
Skills
Investments, Insurance, Securities, Leadership, Training, Entrepreneurship, Sales, Finance, Small Business, FINRA
Education
Boston College 1983 — 1987
Psychology
Hofstra University 1982 — 1983
Pre-Med
Bishop Stang HS 1978 — 1982
HS Diploma, General Ed
St Joseph's in New Bedford 1974 — 1978
Anthony Arciniaco's Concord Wealth Management Experience May 2007 - August 2007
Job Trade Settlement Coordinator at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management May 2012 - Present
Sloan Securities May 2009 - March 2012
AXA Advisors October 2008 - April 2009
Concord Wealth Management May 2007 - August 2007
Skills
Securities, Mutual Funds, Financial Markets, Bonds, Options, Equities, Trading, Series 7, International..., DTC, Equity Trading, Portfolio Management, Finance, Financial Services, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Settlement
Education
Rowan University 2004 — 2008
BA, Finance
Rowan University 2004 — 2008
Pzena Investment Management May 2012 - Present
Sloan Securities May 2009 - March 2012
AXA Advisors October 2008 - April 2009
Concord Wealth Management May 2007 - August 2007
Skills
Securities, Mutual Funds, Financial Markets, Bonds, Options, Equities, Trading, Series 7, International..., DTC, Equity Trading, Portfolio Management, Finance, Financial Services, Bloomberg, Fixed Income, Hedge Funds, Alternative Investments, Settlement
Education
Rowan University 2004 — 2008
BA, Finance
Rowan University 2004 — 2008
James Rubenstein James Rubenstein's Concord Wealth Management Experience July 2015 - Present
Job Financial Representative at Concord Wealth Management
Industry Plastics
Experience
Concord Wealth Management July 2015 - Present
Bankers Life and Casualty September 2010 - Present
Bankers Life and Casualty August 2010 - Present
Aspen Cross July 2013 - June 2015
Leathertone Plastic Supply December 2008 - November 2009
LEATHERTONE, INC June 1975 - November 2008
Skills
Life Insurance, Insurance, Property & Casualty..., Fixed Annuities, Long-term Care, Disability Insurance, Sales, Customer Service, Strategic Planning, Marketing, Sales Management, Underwriting, Account Management, Small Business, Health Insurance, Team Building
Education
Bentley College 1974 — 1975
University of Oklahoma 1971 — 1974
Concord Wealth Management July 2015 - Present
Bankers Life and Casualty September 2010 - Present
Bankers Life and Casualty August 2010 - Present
Aspen Cross July 2013 - June 2015
Leathertone Plastic Supply December 2008 - November 2009
LEATHERTONE, INC June 1975 - November 2008
Skills
Life Insurance, Insurance, Property & Casualty..., Fixed Annuities, Long-term Care, Disability Insurance, Sales, Customer Service, Strategic Planning, Marketing, Sales Management, Underwriting, Account Management, Small Business, Health Insurance, Team Building
Education
Bentley College 1974 — 1975
University of Oklahoma 1971 — 1974
John Laurito CFP, CRPC John Laurito CFP, CRPC's Concord Wealth Management Experience March 2013 - Present
Job President and CEO at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Concord Wealth Management March 2013 - Present
Penn Mutual March 2013 - Present
Ameriprise Financial 1994 - March 2013
Ameriprise Financial 1994 - 2010
Skills
Leadership, Financial Advisory, Wealth Management, Retirement Planning, Series 7, Mutual Funds, Management, Recruiting, Finance, Asset Allocation, Leadership Development, Training, Retirement, Investment Advisory, Securities, Sales, Insurance, Financial Services, Estate Planning, Strategic Financial..., FINRA, Investment Strategies, Sales Management, Uniform Combined State...
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
J. Michael Miller J. Michael Miller's Concord Wealth Management Experience January 2007 - October 2008
Job SVP, Investor Relations at AlphaHedge Capital Partners, LLC
Industry Investment Management
Experience
AlphaHedge Capital Partners, LLC April 2014 - Present
Bandon Capital Management, LLC July 2009 - September 2013
Concord Wealth Management January 2007 - October 2008
Robeco USA / Weiss, Peck & Greer, LLC March 2001 - April 2003
mPower January 1999 - March 2001
Federated Investors, Inc. December 1980 - January 1999
Skills
Alternative Investments, Investments, Mutual Funds, Investment Management, Wealth Management, Strategy, Asset Allocation
Education
Grove City College 1976 — 1980
BA, Business
Upper St. Clair HS 1972 — 1976
AlphaHedge Capital Partners, LLC April 2014 - Present
Bandon Capital Management, LLC July 2009 - September 2013
Concord Wealth Management January 2007 - October 2008
Robeco USA / Weiss, Peck & Greer, LLC March 2001 - April 2003
mPower January 1999 - March 2001
Federated Investors, Inc. December 1980 - January 1999
Skills
Alternative Investments, Investments, Mutual Funds, Investment Management, Wealth Management, Strategy, Asset Allocation
Education
Grove City College 1976 — 1980
BA, Business
Upper St. Clair HS 1972 — 1976
Alec Cone Alec Cone's Concord Wealth Management Experience July 2015 - Present
Job Financial Representative at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management July 2015 - Present
TGI Fridays June 2014 - March 2015
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Public Speaking, Facebook, Leadership, Social Media, Social Networking, Customer Service
Education
Bryant University 2011 — 2015
Bachelor's degree, Finance and Economic
Concord Wealth Management July 2015 - Present
TGI Fridays June 2014 - March 2015
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Time Management, Microsoft Office, Public Speaking, Facebook, Leadership, Social Media, Social Networking, Customer Service
Education
Bryant University 2011 — 2015
Bachelor's degree, Finance and Economic
Adam Bent Adam Bent's Concord Wealth Management Experience April 2015 - July 2015
Job Asst Vice President/Financial Advisor
Industry Financial Services
Experience
BOA/Merrill Edge September 2015 - Present
Concord Wealth Management April 2015 - July 2015
Fidelity Investments February 2009 - August 2013
Fidelity Investments January 2007 - February 2009
Fidelity Investments February 2003 - February 2005
Fidelity Investments May 2001 - February 2003
Skills
Sales, Finance, Series 7, Series 63, Retirement Planning, Series 6, Financial Analysis, Financial Planning, Customer Service, Series 66, Asset Retention, Investment Guidance
Education
Quinsigamond Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Algonquin Regional High School
BOA/Merrill Edge September 2015 - Present
Concord Wealth Management April 2015 - July 2015
Fidelity Investments February 2009 - August 2013
Fidelity Investments January 2007 - February 2009
Fidelity Investments February 2003 - February 2005
Fidelity Investments May 2001 - February 2003
Skills
Sales, Finance, Series 7, Series 63, Retirement Planning, Series 6, Financial Analysis, Financial Planning, Customer Service, Series 66, Asset Retention, Investment Guidance
Education
Quinsigamond Community College 1998 — 2000
Associate's degree, Business Administration and Management, General
Algonquin Regional High School
Jason Longo's Concord Wealth Management Experience May 2015 - Present
Job Financial Representative at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management May 2015 - Present
Skills
Microsoft Excel, Leadership, Teamwork, Customer Service, Time Management, Social Networking, Social Media
Education
University of Massachusetts Lowell 2011 — 2015
Exercise Physiology
Concord Wealth Management May 2015 - Present
Skills
Microsoft Excel, Leadership, Teamwork, Customer Service, Time Management, Social Networking, Social Media
Education
University of Massachusetts Lowell 2011 — 2015
Exercise Physiology
Dina Maydman's Concord Wealth Management Experience April 2015 - June 2015
Job Regional Account Executive at Beacon Payments
Industry Insurance
Experience
Beacon Payments June 2015 - Present
Aflac January 2015 - Present
Thrifty Vibes May 2014 - Present
Legalize Hemp June 2013 - Present
Concord Wealth Management April 2015 - June 2015
Staples December 2006 - September 2010
Skills
Microsoft Office, Customer Service, Retail, Customer Relations, PowerPoint, Inventory Management, MLSS, OASIS, Translation, Driving License, Economics, Baking, Sales, Time Management, Market Research, Microsoft Word, Financial Analysis, Microsoft Excel, SPSS, Project Management, Computer Hardware, Leadership, Data Analysis, Research, Management
Education
Massasoit Community College 2012 — 2014
post-baccalaureate, Mathematics and Computer Science
University of Massachusetts Boston 2005 — 2009
BA, Economics
Newton north high school 2001 — 2005
Beacon Payments June 2015 - Present
Aflac January 2015 - Present
Thrifty Vibes May 2014 - Present
Legalize Hemp June 2013 - Present
Concord Wealth Management April 2015 - June 2015
Staples December 2006 - September 2010
Skills
Microsoft Office, Customer Service, Retail, Customer Relations, PowerPoint, Inventory Management, MLSS, OASIS, Translation, Driving License, Economics, Baking, Sales, Time Management, Market Research, Microsoft Word, Financial Analysis, Microsoft Excel, SPSS, Project Management, Computer Hardware, Leadership, Data Analysis, Research, Management
Education
Massasoit Community College 2012 — 2014
post-baccalaureate, Mathematics and Computer Science
University of Massachusetts Boston 2005 — 2009
BA, Economics
Newton north high school 2001 — 2005
Erick G. Colon, IAR's Concord Wealth Management Experience October 2014 - Present
Job Financial Advisor, Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management October 2014 - Present
Voya Financial July 2013 - October 2014
PEG February 2013 - June 2013
ATI College Health March 2010 - March 2013
cip Marketing Corporation April 2008 - February 2010
Whirlaway Sports Center March 1999 - August 2008
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelors of Science, Finance/Accounting
Methuen High School 1997 — 2001
High School Dilpoma, General Studies
Concord Wealth Management October 2014 - Present
Voya Financial July 2013 - October 2014
PEG February 2013 - June 2013
ATI College Health March 2010 - March 2013
cip Marketing Corporation April 2008 - February 2010
Whirlaway Sports Center March 1999 - August 2008
Education
University of Massachusetts at Lowell 2003 — 2007
Bachelors of Science, Finance/Accounting
Methuen High School 1997 — 2001
High School Dilpoma, General Studies
Nathan J. Fox Nathan J. Fox's Concord Wealth Management Experience February 2015 - Present
Job CEO & CoFounder at Precision Financial Group
Industry Financial Services
Experience
Concord Wealth Management February 2015 - Present
Precision Financial Group February 2015 - Present
MassMutual Financial Group 2009 - January 2015
Prudential Financial 2008 - 2009
Skills
Financial Services, Estate Planning, Life Insurance, Executive Benefit..., Employee Benefits, Insurance, College Education..., Retirement Planning, Fixed Annuities, 401k, Long-term Care, 401k Rollovers, Long Term Care Insurance, Disability Insurance, Mutual Funds, Variable Annuities
Education
Plymouth State University 2004 — 2008
Bachelor of Science (BS), Finance
Concord Wealth Management February 2015 - Present
Precision Financial Group February 2015 - Present
MassMutual Financial Group 2009 - January 2015
Prudential Financial 2008 - 2009
Skills
Financial Services, Estate Planning, Life Insurance, Executive Benefit..., Employee Benefits, Insurance, College Education..., Retirement Planning, Fixed Annuities, 401k, Long-term Care, 401k Rollovers, Long Term Care Insurance, Disability Insurance, Mutual Funds, Variable Annuities
Education
Plymouth State University 2004 — 2008
Bachelor of Science (BS), Finance
Forrest Scaringe's Concord Wealth Management Experience February 2015 - May 2015
Job StudentAthlete at Bentley University
Industry Financial Services
Experience
Skyview Landscapes, Inc. May 2009 - August 2015
Concord Wealth Management February 2015 - May 2015
Dom's Pizza December 2014 - January 2015
Century House Restaurant September 2012 - August 2014
Hoffman's Playland March 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Leadership, Research, Public Speaking, Event Planning, Time Management, Social Networking, Teamwork, Social Media, Social Media Marketing, Finance, Management, Customer Service
Education
Bentley University 2013 — 2017
Bachelor's Degree, Corporate Finance & Accounting
Christian Brothers Academy 2008 — 2013
High School Diploma
Skyview Landscapes, Inc. May 2009 - August 2015
Concord Wealth Management February 2015 - May 2015
Dom's Pizza December 2014 - January 2015
Century House Restaurant September 2012 - August 2014
Hoffman's Playland March 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Leadership, Research, Public Speaking, Event Planning, Time Management, Social Networking, Teamwork, Social Media, Social Media Marketing, Finance, Management, Customer Service
Education
Bentley University 2013 — 2017
Bachelor's Degree, Corporate Finance & Accounting
Christian Brothers Academy 2008 — 2013
High School Diploma
Stanislav Belenitsky Stanislav Belenitsky's Concord Wealth Management Experience May 2010 - September 2010
Job Principal Storage Engineer at EMC
Industry Computer Software
Experience
EMC May 2014 - Present
EMC May 2012 - May 2014
EMC June 2011 - April 2012
Computer Concepts & Resources ( EMC Partner ) September 2010 - May 2011
Concord Wealth Management May 2010 - September 2010
EMC June 2004 - May 2010
Rutgers University November 2001 - May 2004
Skills
Storage, Unix, Data Center, SAN, Agile Methodologies, EMC Storage, Storage Area Networks, Storage Virtualization, VMware, Java, Disaster Recovery, Cloud Computing, Virtualization, Linux, Symmetrix, Perl, Infrastructure, Enterprise Software, Subversion, Enterprise Storage, NAS, EMC SAN Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
B.S, CompSci, Math, Economics
EMC May 2014 - Present
EMC May 2012 - May 2014
EMC June 2011 - April 2012
Computer Concepts & Resources ( EMC Partner ) September 2010 - May 2011
Concord Wealth Management May 2010 - September 2010
EMC June 2004 - May 2010
Rutgers University November 2001 - May 2004
Skills
Storage, Unix, Data Center, SAN, Agile Methodologies, EMC Storage, Storage Area Networks, Storage Virtualization, VMware, Java, Disaster Recovery, Cloud Computing, Virtualization, Linux, Symmetrix, Perl, Infrastructure, Enterprise Software, Subversion, Enterprise Storage, NAS, EMC SAN Administration
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
B.S, CompSci, Math, Economics
James Cote James Cote's Concord Wealth Management Experience January 2014 - Present
Job Transition Expert: at Concord Wealth Management
Industry Financial Services
Experience
Concord Wealth Management January 2014 - Present
City of Newton, MA November 2013 - Present
XO Group 2007 - 2015
MetLife June 2012 - January 2014
Foundation for Financial Education November 2010 - June 2012
Cote, Pulitzer & Alvarez Inc. January 2009 - June 2012
Greater Boston Hispanic American Chamber of Commerce March 2010 - December 2010
Affinnova September 2010 - November 2010
Accounting Management Solutions, Inc April 2006 - January 2009
JobScout/Spherion July 2000 - March 2006
Skills
Accounting, Finance, Financial Services, Investments, Negotiation, Insurance, 401k, Wealth Management..., Strategic Planning, Financial Analysis, Entrepreneurship, Business Planning, Strategy, Auditing, Executive Search, Start-ups, Human Resources, Managerial Finance, Credit, Management, Analysis, Business Development, Mergers, Business Strategy, Program Management, Temporary Placement, Employee Benefits, Corporate Finance, Strategic Financial..., Due Diligence, Nonprofits, Market Research, Small Business, Management Consulting, Tax, Budgets, Securities, Recruiting, Retirement, Training, Networking, Risk Management, Financial Modeling, Financial Reporting, Talent Acquisition, Time Management, Executive Management, Banking, Non-profit..., Non-profit Volunteer
Education
Mary Washington University 1985 — 1987
MBA, Finance
Worcester State University 1981 — 1983
BS, Management
Fisher College 1978 — 1980
AS, Business Management
Bishop Feehan 1970 — 1974
High School, Graduation
Concord Wealth Management January 2014 - Present
City of Newton, MA November 2013 - Present
XO Group 2007 - 2015
MetLife June 2012 - January 2014
Foundation for Financial Education November 2010 - June 2012
Cote, Pulitzer & Alvarez Inc. January 2009 - June 2012
Greater Boston Hispanic American Chamber of Commerce March 2010 - December 2010
Affinnova September 2010 - November 2010
Accounting Management Solutions, Inc April 2006 - January 2009
JobScout/Spherion July 2000 - March 2006
Skills
Accounting, Finance, Financial Services, Investments, Negotiation, Insurance, 401k, Wealth Management..., Strategic Planning, Financial Analysis, Entrepreneurship, Business Planning, Strategy, Auditing, Executive Search, Start-ups, Human Resources, Managerial Finance, Credit, Management, Analysis, Business Development, Mergers, Business Strategy, Program Management, Temporary Placement, Employee Benefits, Corporate Finance, Strategic Financial..., Due Diligence, Nonprofits, Market Research, Small Business, Management Consulting, Tax, Budgets, Securities, Recruiting, Retirement, Training, Networking, Risk Management, Financial Modeling, Financial Reporting, Talent Acquisition, Time Management, Executive Management, Banking, Non-profit..., Non-profit Volunteer
Education
Mary Washington University 1985 — 1987
MBA, Finance
Worcester State University 1981 — 1983
BS, Management
Fisher College 1978 — 1980
AS, Business Management
Bishop Feehan 1970 — 1974
High School, Graduation
Justin Dix's Concord Wealth Management Experience January 2007 - June 2008
Job Webbased applications developer at GIK Plasma Systems
Industry Electrical/Electronic Manufacturing
Experience
GIK Plasma Systems June 2012 - Present
Samsung SDS March 2011 - June 2012
Concord Wealth Management January 2007 - June 2008
CIMIC (Center for Information Management Integration and Connectivity) 2006 - 2007
Skills
Java Enterprise Edition, Web Applications, SDLC, Project Management, Data Analysis, Analysis, Research, Microsoft Office, Technical Recruiting, Market Research, PowerPoint, Microsoft Word, AJAX, JavaScript, MySQL, jQuery, Talent Acquisition, PHP, XML, Linux, Spring, Tomcat
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2006
Computer Science
GIK Plasma Systems June 2012 - Present
Samsung SDS March 2011 - June 2012
Concord Wealth Management January 2007 - June 2008
CIMIC (Center for Information Management Integration and Connectivity) 2006 - 2007
Skills
Java Enterprise Edition, Web Applications, SDLC, Project Management, Data Analysis, Analysis, Research, Microsoft Office, Technical Recruiting, Market Research, PowerPoint, Microsoft Word, AJAX, JavaScript, MySQL, jQuery, Talent Acquisition, PHP, XML, Linux, Spring, Tomcat
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2006
Computer Science
Dick Trumpler's Concord Wealth Management Experience October 2005 - December 2007
Job Chief Operating Officer New York Private Trust Company
Industry Financial Services
Experience
New York Private Trust Company April 2010 - Present
New York Private Bank & Trust January 2008 - May 2010
Concord Wealth Management October 2005 - December 2007
Citigroup 1996 - 2005
Skills
Financial Services, Wealth Management, Banking, Investment Advisory, Asset Management
Education
University of Rochester 1960 — 1964
BA, Philosophy
New York Private Trust Company April 2010 - Present
New York Private Bank & Trust January 2008 - May 2010
Concord Wealth Management October 2005 - December 2007
Citigroup 1996 - 2005
Skills
Financial Services, Wealth Management, Banking, Investment Advisory, Asset Management
Education
University of Rochester 1960 — 1964
BA, Philosophy
Holly Hankins's Concord Wealth Management Experience May 2005 - July 2010
Job Experienced Marketing Professional
Industry Marketing and Advertising
Experience
Phoenix Productions, Inc. January 2010 - Present
Concord Wealth Management May 2005 - July 2010
Phoenix Productions, Inc. November 1996 - January 2010
Athena Marketing Group May 2003 - April 2005
Help-U-Sell Real Estate 2003 - 2005
Skills
Marketing, Online Advertising, Market Analysis, Advertising, Public Relations, Social Networking, Real Estate, New Business Development, Negotiation, Project Management, Customer Service, Graphic Design, Marketing Strategy, Social Media Marketing, Online Marketing, Email Marketing, Digital Marketing, Integrated Marketing, Social Media, B2B, Direct Marketing, Account Management, Digital Strategy, Market Planning, Trade Shows, Digital Media, Direct Mail, Nonprofits, Facebook, Editing, Event Management, Marketing Communications, Business Development, Training, Lead Generation
Education
St. Peter's College 2000 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Phoenix Productions, Inc. January 2010 - Present
Concord Wealth Management May 2005 - July 2010
Phoenix Productions, Inc. November 1996 - January 2010
Athena Marketing Group May 2003 - April 2005
Help-U-Sell Real Estate 2003 - 2005
Skills
Marketing, Online Advertising, Market Analysis, Advertising, Public Relations, Social Networking, Real Estate, New Business Development, Negotiation, Project Management, Customer Service, Graphic Design, Marketing Strategy, Social Media Marketing, Online Marketing, Email Marketing, Digital Marketing, Integrated Marketing, Social Media, B2B, Direct Marketing, Account Management, Digital Strategy, Market Planning, Trade Shows, Digital Media, Direct Mail, Nonprofits, Facebook, Editing, Event Management, Marketing Communications, Business Development, Training, Lead Generation
Education
St. Peter's College 2000 — 2003
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Justin Mucci's Concord Wealth Management Experience February 2014 - October 2014
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
UBS Wealth Management October 2014 - Present
Concord Wealth Management February 2014 - October 2014
Fidelity Capital Markets April 2012 - February 2014
Fidelity Investments January 2011 - April 2012
Fidelity Investments February 2010 - September 2011
Consolidated Dairies July 2006 - July 2007
Skills
Hold Series 7, 63, 4, Fixed Income
Education
Sacred Heart University 2002 — 2006
Bachelor's degree, Finance, Sports Management
Bill Voitlein's Concord Wealth Management Experience 2015 - 2015
Job Financial Advisor
Industry Financial Services
Experience
Concord Wealth Management 2015 - 2015
BTMU Capital Corporation August 1988 - March 2012
Keystone 1986 - 1988
Skills
Treasury Management, Cash Management, Banking, Finance, Risk Management, Cash Flow Forecasting, Asset Based Lending, Financial Analysis, Liquidity Management, Credit Analysis, Structured Finance, Corporate Finance, Interest Rate Risk..., Investments, Financial Reporting, Portfolio Management, Foreign Exchange, Lines Of Credit, Financial Regulation, Banking Solutions, Operations Management, Capital Markets, Financial Risk, Financial Transactions, Financial Structuring, ACH, Loans, Credit, Treasury, Credit Risk, Investment Banking, Bloomberg, Fixed Income, Commercial Lending, Due Diligence, Treasury Services, Loan Origination, Asset Management, Banking Relationships, Securitization, Financial Planning, Retirement Planning, Life Insurance
Education
Suffolk University - Sawyer School of Management 1990 — 1993
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1984
Bachelor's degree, Accounting
Snider High School
Snider High School
Concord Wealth Management 2015 - 2015
BTMU Capital Corporation August 1988 - March 2012
Keystone 1986 - 1988
Skills
Treasury Management, Cash Management, Banking, Finance, Risk Management, Cash Flow Forecasting, Asset Based Lending, Financial Analysis, Liquidity Management, Credit Analysis, Structured Finance, Corporate Finance, Interest Rate Risk..., Investments, Financial Reporting, Portfolio Management, Foreign Exchange, Lines Of Credit, Financial Regulation, Banking Solutions, Operations Management, Capital Markets, Financial Risk, Financial Transactions, Financial Structuring, ACH, Loans, Credit, Treasury, Credit Risk, Investment Banking, Bloomberg, Fixed Income, Commercial Lending, Due Diligence, Treasury Services, Loan Origination, Asset Management, Banking Relationships, Securitization, Financial Planning, Retirement Planning, Life Insurance
Education
Suffolk University - Sawyer School of Management 1990 — 1993
Master of Business Administration (MBA)
Indiana University Bloomington 1980 — 1984
Bachelor's degree, Accounting
Snider High School
Snider High School