Crowninshield Financial Research

Description

Address: 56 Harvard St, Brookline, MA 02446 Phone: (781) 237-4800Place name: : Category: : : : Website: Hours: : : Website: http://www.cfrllc.com/ Category: Financial consultant 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.Add missing informationAdd business hours 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 Crowninshield Fin. Research Posting publicly on the Web Write a review Reviews Be the first to review

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Crowninshield Financial Research Employees

Employee
Years
Job
Industry
Ryan Anger Ryan Anger Auburn, Massachusetts Details
Ryan Anger's Crowninshield Financial Research Experience May 2015 - Present
Job Candidate for Bachelor of Science, Economics and Finance at Bentley University
Industry
Experience
Crowninshield Financial Research   May 2015 - Present
Bentley University  May 2014 - Present
Market Basket  May 2013 - May 2015

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Leadership

Education
Bentley University   2012 — 2016
Economics and Finance

St John's Shrewsbury   2008 — 2012

Daniel Bettencourt Daniel Bettencourt Greater Boston Area Details
Daniel Bettencourt's Crowninshield Financial Research Experience May 2013 - Present
Job Vice President at Crowninshield Financial Research
Industry Financial Services
Experience
Crowninshield Financial Research   May 2013 - Present
Crowninshield Financial Research   May 2011 - May 2013
Crowninshield Financial Research   May 2009 - May 2011
Babson College Fund  August 2008 - June 2009
JMH Capital   December 2008 - January 2009
Bettencourt Landscaping and Irrigation   May 2005 - May 2008

Skills
Financial Modeling, Valuation, Capital IQ, Financial Analysis, Equity Valuation, Investments, Bloomberg, Equity Research, Business Valuation, Equities, Corporate Finance, Private Equity, Statistical Modeling, Statistics

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MBA, Corporate Finance, Entrepreneurship

Bentley University   2001 — 2005
B.S., Corporate Finance and Accounting

Martha's Vineyard Regional High School   1997 — 2001

Peter Lert, Ph.D., CFA Peter Lert, Ph.D., CFA Boston, Massachusetts Details
Peter Lert, Ph.D., CFA's Crowninshield Financial Research Experience 2014 - Present
Job Senior Financial Expert & Senior Analyst at Crowninshield Financial Research
Industry Investment Management
Experience
Crowninshield Financial Research   2014 - Present
US Securities and Exchange Commission  2013 - 2014
The Boston Company Asset Management, LLC  2012 - 2012
Aronson Johnson Ortiz   2011 - 2012
Wells Capital Management  2006 - 2011
Evergreen Investments  2006 - 2009
Sentinel Asset Management   2004 - 2006
State Street Global Advisors  2002 - 2003
Fidelity Management Trust Company  2002 - 2002
Fidelity Management & Research Company  1992 - 2002

Skills
Equities, Portfolio Management, Quantitative Research, Investment Strategies, Strategy Development, Marketing Strategy, Sales Presentations, Client Communication, Product Management, Business Strategy, Strategy, Fixed Income

Education
University of California, San Diego
Ph. D., Chemistry

University of Virginia
B.S., Chemistry

Joseph Lorusso Joseph Lorusso Foxboro, Massachusetts Details
Joseph Lorusso's Crowninshield Financial Research Experience June 2014 - August 2014
Job Trader at Heritage Financial Services, LLC
Industry Financial Services
Experience
Heritage Financial Services, LLC  July 2015 - Present
Crowninshield Financial Research   June 2014 - August 2014
Babson College  May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Market Research, Public Speaking, Social Media, Facebook, Spanish, SharePoint, Microsoft Word, Access, Social Networking, Social Media Marketing, Microsoft Sharepoint, Analysis, Digital Marketing, Financial Reporting, Research, Editing, Fundraising, Management, Team Leadership, Financial Analysis, Data Analysis, WordPress, Salesforce.com, Outlook, Blogging

Education
Babson College   2011 — 2015
Bachelor of Science (B.S.) in Business Management, Finance and Economics, Senior

Xaverian Brothers High School   2007 — 2011

Adam Werner Adam Werner San Luis Obispo, California Area Details
Adam Werner's Crowninshield Financial Research Experience August 2015 - Present
Job
Industry Legal Services
Experience
Crowninshield Financial Research   August 2015 - Present
Orfalea College of Business, Cal Poly San Luis Obispo   August 2014 - Present

Skills
Expert Witness, Valuation, Investment Banking, Finance, Securities, ARS Litigation, Class Actions, Arbitration, Bankruptcy, Economics, Courts, Reverse Mergers, IPOs, Plans of Allocation, Teaching, Private Equity, Corporate Governance

Education
Northwestern University - Kellogg School of Management   1993 — 1998
Ph.D., Finance

Oberlin College   1988 — 1992
BA with honors, Economics

Brendan Brooks Brendan Brooks Greater Boston Area Details
Brendan Brooks's Crowninshield Financial Research Experience January 2014 - June 2014
Job Partner Strategist | Channel Account Executive at HubSpot
Industry Computer Software
Experience
HubSpot  July 2014 - Present
The Connection Point   May 2013 - Present
Crowninshield Financial Research   January 2014 - June 2014
Crowninshield Financial Research, LLC   June 2011 - December 2013
Crowninshield Financial Research, LLC   January 2011 - May 2011
Sustainable Community Resource Capital, LLC   July 2010 - October 2010
Charles River Watershed Association  June 2009 - August 2009

Skills
PowerPoint, Capital IQ, Fixed Income, Financial Analysis, Bloomberg, Economics, Excel, Word, Adobe Acrobat, HTML, Securities, Equity Valuation, Business Valuation, Social Media, Inbound Marketing, Email Marketing

Education
Boston College   2007 — 2011
B.A., Political Science, Environmental Studies

Universidad Torcuato Di Tella

Champlain Valley Union High School   2003 — 2007

Dominick Tocci Dominick Tocci Greater Boston Area Details
Dominick Tocci's Crowninshield Financial Research Experience August 2015 - Present
Job Analyst at Crowninshield Financial Research
Industry Financial Services
Experience
Crowninshield Financial Research   August 2015 - Present
Crowninshield Financial Research   June 2015 - August 2015
Morgan Stanley Wealth Management  July 2014 - August 2014
Kapsch CarrierCom AG  May 2014 - June 2014
Strategas Research Partners  June 2013 - August 2013

Skills
Time Management, Public Speaking, Entrepreneurship, PowerPoint, Personal Finance, Managerial Skills, Microsoft Office, Sales, Statistics, Research, Marketing Strategy, Snowboarding, Leadership, Marketing, Start-ups, Money, Organizational..., Innovation, Financial Analysis, Financial Modeling, Corporate Finance, German

Education
Babson College   2011 — 2015
B.S. in Business Management, Finance, Senior

WU (Vienna University of Economics and Business)   2014 — 2014

Poly Prep Country Day School   2003 — 2011
High School Diploma