Daintree Advisors LLC
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Daintree Advisors LLC Employees
Employee
Years
Job
Industry
David Beatty David Beatty's Daintree Advisors LLC Experience March 2010 - Present
Job CEO at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC March 2010 - Present
Wachovia November 2004 - March 2009
Tanager Financial Services October 1995 - October 2004
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Masters of Management, Finance, Accounting
Wesleyan University 1974 — 1978
BA, College of Social Studies, Economics
Daintree Advisors LLC March 2010 - Present
Wachovia November 2004 - March 2009
Tanager Financial Services October 1995 - October 2004
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Masters of Management, Finance, Accounting
Wesleyan University 1974 — 1978
BA, College of Social Studies, Economics
Arlene James Arlene James's Daintree Advisors LLC Experience September 2010 - Present
Job Operations Supervisor at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC September 2010 - Present
Education
Northeastern University
Accounting
Daintree Advisors LLC September 2010 - Present
Education
Northeastern University
Accounting
Kathleen Longo Kathleen Longo's Daintree Advisors LLC Experience January 2014 - July 2014
Job Client Advisor at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2014 - Present
Daintree Advisors LLC January 2014 - July 2014
Daintree Advisors LLC July 2011 - November 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, General
SCS Financial July 2014 - Present
Daintree Advisors LLC January 2014 - July 2014
Daintree Advisors LLC July 2011 - November 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, General
Nicholas Beattie Nicholas Beattie's Daintree Advisors LLC Experience May 2011 - January 2012
Job Associate, Portfolio & Risk Analytics
Industry Financial Services
Experience
MSCI Inc. October 2014 - Present
Rocaton Investment Advisors June 2012 - October 2014
Daintree Advisors LLC May 2011 - January 2012
Wainhouse Research January 2008 - May 2011
Northwestern Mutual April 2010 - August 2010
Skills
Microsoft Office, Economics, Asset Allocation, Social Media, PowerPoint, Analysis, Market Research, Marketing, Strategic Planning, Salesforce.com, Business Strategy, Competitive Analysis, Investment Theory, Money Management, Equity Research Analysis, Financial Modeling, Business, Microsoft Word, Portfolio Management, Microsoft Excel, Finance, Putting Out Fires
Education
Muhlenberg College 2008 — 2012
Bachelor of Science (BS), Global Economics, Political Science
Maastricht University 2010 — 2010
MSCI Inc. October 2014 - Present
Rocaton Investment Advisors June 2012 - October 2014
Daintree Advisors LLC May 2011 - January 2012
Wainhouse Research January 2008 - May 2011
Northwestern Mutual April 2010 - August 2010
Skills
Microsoft Office, Economics, Asset Allocation, Social Media, PowerPoint, Analysis, Market Research, Marketing, Strategic Planning, Salesforce.com, Business Strategy, Competitive Analysis, Investment Theory, Money Management, Equity Research Analysis, Financial Modeling, Business, Microsoft Word, Portfolio Management, Microsoft Excel, Finance, Putting Out Fires
Education
Muhlenberg College 2008 — 2012
Bachelor of Science (BS), Global Economics, Political Science
Maastricht University 2010 — 2010
Barbara C. Attardo, CFP(R), AEP(R)'s Daintree Advisors LLC Experience August 2011 - Present
Job Partner, Senior Client Advisor at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Daintree Advisors LLC August 2011 - Present
Wells Fargo Private Bank August 2008 - August 2011
Tofias PC August 1991 - July 2008
Education
Boston University 1991 — 1993
Financial Planning Diploma
Boston College 1973 — 1977
BA, Mathematics
Darlene Dahl, CPA/PFS/CDFA Darlene Dahl, CPA/PFS/CDFA's Daintree Advisors LLC Experience February 2012 - Present
Job Managing Director at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC February 2012 - Present
Wells Fargo Family Wealth 2002 - 2011
Ernst & Young April 1994 - July 2002
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Wealth, Financial Advisory, Asset Managment, Estate Planning, Alternative Investments, CPA, Asset Management, Management, Tax
Education
North Dakota State University
BA, Business Economics and Accounting
Daintree Advisors LLC February 2012 - Present
Wells Fargo Family Wealth 2002 - 2011
Ernst & Young April 1994 - July 2002
Skills
Investments, Wealth Management, Investment Advisory, Asset Allocation, Wealth, Financial Advisory, Asset Managment, Estate Planning, Alternative Investments, CPA, Asset Management, Management, Tax
Education
North Dakota State University
BA, Business Economics and Accounting
Kate Alfano Kate Alfano's Daintree Advisors LLC Experience September 2011 - January 2012
Job Product Manager at LearnVest
Industry Financial Services
Experience
LearnVest December 2014 - Present
LearnVest December 2013 - December 2014
Cole Haan 2012 - 2013
Daintree Advisors LLC September 2011 - January 2012
Financial Empowerment Seminar January 2011 - 2012
Lantern Financial August 2011 - December 2011
Simmons College 2011 - 2011
Irish Immigration Center 2008 - 2010
Boston Earned Income Tax Credit Coalition January 2008 - April 2009
Skills
Research, Marketing, Social Media, Product Management, Microsoft Office, Behavior Change, User Experience Testing, Project Management, Integrated Marketing, Strategic Planning, Sales, Event Planning, Public Relations, Financial Planning, Customer Engagement, Budgeting, Customer Service, Facebook, Microsoft Excel, CRM, PowerPoint, Management
Education
Simmons College 2007 — 2012
Bachelor of Arts (B.A.), Economics
LearnVest December 2014 - Present
LearnVest December 2013 - December 2014
Cole Haan 2012 - 2013
Daintree Advisors LLC September 2011 - January 2012
Financial Empowerment Seminar January 2011 - 2012
Lantern Financial August 2011 - December 2011
Simmons College 2011 - 2011
Irish Immigration Center 2008 - 2010
Boston Earned Income Tax Credit Coalition January 2008 - April 2009
Skills
Research, Marketing, Social Media, Product Management, Microsoft Office, Behavior Change, User Experience Testing, Project Management, Integrated Marketing, Strategic Planning, Sales, Event Planning, Public Relations, Financial Planning, Customer Engagement, Budgeting, Customer Service, Facebook, Microsoft Excel, CRM, PowerPoint, Management
Education
Simmons College 2007 — 2012
Bachelor of Arts (B.A.), Economics
Lauren Desforge Lauren Desforge's Daintree Advisors LLC Experience September 2011 - Present
Job Managing Director, Senior Client Advisor at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC September 2011 - Present
Wells Fargo 1997 - 2011
CBIZ Tofias 1992 - 1997
KPMG US 1989 - 1992
Wingate Wealth Advisors 1985 - 1989
Education
Bentley College
Bachelor's degree, Accounting
Bentley University
Master's degree, Taxation
UCLA Anderson School of Management
MBA
Daintree Advisors LLC September 2011 - Present
Wells Fargo 1997 - 2011
CBIZ Tofias 1992 - 1997
KPMG US 1989 - 1992
Wingate Wealth Advisors 1985 - 1989
Education
Bentley College
Bachelor's degree, Accounting
Bentley University
Master's degree, Taxation
UCLA Anderson School of Management
MBA
Indrika Arnold, CFP® Indrika Arnold, CFP®'s Daintree Advisors LLC Experience November 2010 - December 2012
Job Family Wealth Advisor at Harvest Capital Management
Industry Investment Management
Experience
Harvest Capital Management January 2013 - Present
Daintree Advisors LLC November 2010 - December 2012
Wells Fargo Family Wealth August 2003 - November 2010
ANZ Grindlays Bank 1995 - 2000
Skills
Wealth Management, Financial Advisory, Asset Allocation, Business Analysis
Education
Bentley University
MS, Financial Planning
Keene State College
Bachelor of Science (BSc)
Harvest Capital Management January 2013 - Present
Daintree Advisors LLC November 2010 - December 2012
Wells Fargo Family Wealth August 2003 - November 2010
ANZ Grindlays Bank 1995 - 2000
Skills
Wealth Management, Financial Advisory, Asset Allocation, Business Analysis
Education
Bentley University
MS, Financial Planning
Keene State College
Bachelor of Science (BSc)
Leah Warren, CFP® Leah Warren, CFP®'s Daintree Advisors LLC Experience August 2010 - December 2013
Job Wealth Planner at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC December 2013 - Present
Daintree Advisors LLC August 2010 - December 2013
Lantern Financial, LLC May 2008 - August 2010
Skills
Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Public Speaking, Estate Planning, Retirement Planning, Strategic Financial...
Education
Boston University 2009 — 2013
Certified Financial Planner, Financial Planning
Simmons College 2005 — 2009
Bachelor of Arts, Economics, Spanish, Magna cum laude GPA: 3.86
Universidad Complutense de Madrid 2006 — 2007
Spanish
Lewis S. Mills High School 2001 — 2005
Ballentine Partners, LLC December 2013 - Present
Daintree Advisors LLC August 2010 - December 2013
Lantern Financial, LLC May 2008 - August 2010
Skills
Wealth Management, Investments, Asset Allocation, Mutual Funds, Finance, Public Speaking, Estate Planning, Retirement Planning, Strategic Financial...
Education
Boston University 2009 — 2013
Certified Financial Planner, Financial Planning
Simmons College 2005 — 2009
Bachelor of Arts, Economics, Spanish, Magna cum laude GPA: 3.86
Universidad Complutense de Madrid 2006 — 2007
Spanish
Lewis S. Mills High School 2001 — 2005
Rachel DeIeso's Daintree Advisors LLC Experience January 2015 - Present
Job Client Service Associate at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC January 2015 - Present
Capital Services LLC April 2012 - January 2015
Daisy Realty and related entities November 2010 - February 2012
WBWP TV Channel 57 November 2010 - February 2012
Peter DeIeso, CPA June 2010 - November 2010
Caturano and Company September 2008 - June 2010
Caturano and Company June 2007 - September 2007
Skills
Financial Reporting, Tax Return Preparation, Bookkeeping, Quickbooks, Income Tax, Financial Accounting, Payroll, Cash Flow Forecasting, QuickBooks, Tax Preparation, Account Reconciliation
Education
Boston University - School of Management 2004 — 2008
Bachelors, Accounting, Business Administration
Daintree Advisors LLC January 2015 - Present
Capital Services LLC April 2012 - January 2015
Daisy Realty and related entities November 2010 - February 2012
WBWP TV Channel 57 November 2010 - February 2012
Peter DeIeso, CPA June 2010 - November 2010
Caturano and Company September 2008 - June 2010
Caturano and Company June 2007 - September 2007
Skills
Financial Reporting, Tax Return Preparation, Bookkeeping, Quickbooks, Income Tax, Financial Accounting, Payroll, Cash Flow Forecasting, QuickBooks, Tax Preparation, Account Reconciliation
Education
Boston University - School of Management 2004 — 2008
Bachelors, Accounting, Business Administration
Blake Perkins Blake Perkins's Daintree Advisors LLC Experience April 2015 - Present
Job Operations Associate at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC April 2015 - Present
iNDELIBLE Media Corp. May 2012 - September 2012
First Edition Farm LLC May 2011 - September 2011
Winky's Pet Boutique September 2007 - May 2011
Skills
Research, Critical Reading, Critical Thinking, Analytic Problem Solving, Argumentation, Professional Writing, Microsoft Office, Public Speaking, Client Relations, French, Sales
Education
Amherst College 2010 — 2014
Bachelor of Arts
West Morris Mendham High School 2006 — 2010
High School Diploma
Daintree Advisors LLC April 2015 - Present
iNDELIBLE Media Corp. May 2012 - September 2012
First Edition Farm LLC May 2011 - September 2011
Winky's Pet Boutique September 2007 - May 2011
Skills
Research, Critical Reading, Critical Thinking, Analytic Problem Solving, Argumentation, Professional Writing, Microsoft Office, Public Speaking, Client Relations, French, Sales
Education
Amherst College 2010 — 2014
Bachelor of Arts
West Morris Mendham High School 2006 — 2010
High School Diploma
Toni Oloko Toni Oloko's Daintree Advisors LLC Experience July 2013 - August 2013
Job Founder & CEO at PracticeGigs
Industry Information Technology and Services
Experience
PracticeGigs October 2013 - Present
TiE-Boston May 2015 - May 2015
TED Conferences November 2014 - November 2014
Tennis Lessons January 2013 - September 2014
Daintree Advisors LLC July 2013 - August 2013
Bradley, Foster & Sargent, Inc. June 2013 - June 2013
Micah Conference October 2012 - June 2013
Skills
Entrepreneurship, Public Speaking, Start-ups, Leadership, Brand Development, Strategic Planning, Social Entrepreneurship, Business Development, Strategy, Research, PowerPoint, Communication, Sponsorship, Social Media Marketing, Tennis, Customer Service, English, Building Relationships, Innovation, Management, Microsoft Office, Microsoft Excel, Start-up Ventures
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Boston Trinity Academy 2010 — 2014
High School
University of Pennsylvania
University of Pennsylvania
PracticeGigs October 2013 - Present
TiE-Boston May 2015 - May 2015
TED Conferences November 2014 - November 2014
Tennis Lessons January 2013 - September 2014
Daintree Advisors LLC July 2013 - August 2013
Bradley, Foster & Sargent, Inc. June 2013 - June 2013
Micah Conference October 2012 - June 2013
Skills
Entrepreneurship, Public Speaking, Start-ups, Leadership, Brand Development, Strategic Planning, Social Entrepreneurship, Business Development, Strategy, Research, PowerPoint, Communication, Sponsorship, Social Media Marketing, Tennis, Customer Service, English, Building Relationships, Innovation, Management, Microsoft Office, Microsoft Excel, Start-up Ventures
Education
University of Pennsylvania - The Wharton School 2014 — 2018
Boston Trinity Academy 2010 — 2014
High School
University of Pennsylvania
University of Pennsylvania
Lucy Rodrigues Lucy Rodrigues's Daintree Advisors LLC Experience February 2014 - August 2015
Job CTA Alkermes
Industry Pharmaceuticals
Experience
Alkermes August 2015 - Present
Daintree Advisors LLC February 2014 - August 2015
EOS CCA April 2013 - February 2014
Bank of America February 2006 - January 2013
Skills
Operations Management, Sales, Customer Service, Adaptability, Banking, Risk Management, Leadership, Customer Retention, Call Centers, Integrity, Employee Training, Strategic Planning, Timely Decision Making, Delegates, Microsoft Office, Finance, Microsoft Excel, Technical Skillset
Education
New England College of Business and Finance 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Alkermes August 2015 - Present
Daintree Advisors LLC February 2014 - August 2015
EOS CCA April 2013 - February 2014
Bank of America February 2006 - January 2013
Skills
Operations Management, Sales, Customer Service, Adaptability, Banking, Risk Management, Leadership, Customer Retention, Call Centers, Integrity, Employee Training, Strategic Planning, Timely Decision Making, Delegates, Microsoft Office, Finance, Microsoft Excel, Technical Skillset
Education
New England College of Business and Finance 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Terence Condren's Daintree Advisors LLC Experience December 2012 - March 2014
Job Senior Wealth Strategist at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2014 - Present
Daintree Advisors LLC December 2012 - March 2014
Bank of America April 2008 - December 2012
Bank of America July 2007 - April 2008
Bank of America May 2002 - June 2007
State Street Global Advisors November 1999 - May 2002
Deloitte & Touche September 1998 - November 1999
Hutchins, Wheeler & Dittmar August 1994 - July 1998
Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Psychology and English
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley College - Elkin B. McCallum Graduate School of Business
UBS Wealth Management March 2014 - Present
Daintree Advisors LLC December 2012 - March 2014
Bank of America April 2008 - December 2012
Bank of America July 2007 - April 2008
Bank of America May 2002 - June 2007
State Street Global Advisors November 1999 - May 2002
Deloitte & Touche September 1998 - November 1999
Hutchins, Wheeler & Dittmar August 1994 - July 1998
Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Psychology and English
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley College - Elkin B. McCallum Graduate School of Business
Debra A's Daintree Advisors LLC Experience January 2015 - Present
Job CPA
Industry Accounting
Experience
Daintree Advisors LLC January 2015 - Present
Streamline Family Office May 2014 - January 2015
Johnson O'Connor Feron & Carucci January 2007 - March 2011
Peregrine Financial Corporation December 1995 - December 2000
Priscilla of Boston, Inc. July 1993 - December 1995
PRICEWATERHOUSECOOPERS LLP June 1985 - July 1993
Skills
Accounting, Auditing, CPA, Forecasting, Finance, Tax, Account Reconciliation, Tax Preparation, QuickBooks, Tax Returns, GAAP, Financial Statements, Revenue Recognition, Tax Research, Tax Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration, Accounting
Daintree Advisors LLC January 2015 - Present
Streamline Family Office May 2014 - January 2015
Johnson O'Connor Feron & Carucci January 2007 - March 2011
Peregrine Financial Corporation December 1995 - December 2000
Priscilla of Boston, Inc. July 1993 - December 1995
PRICEWATERHOUSECOOPERS LLP June 1985 - July 1993
Skills
Accounting, Auditing, CPA, Forecasting, Finance, Tax, Account Reconciliation, Tax Preparation, QuickBooks, Tax Returns, GAAP, Financial Statements, Revenue Recognition, Tax Research, Tax Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management
Bachelors of Business Administration, Accounting
William Speciale's Daintree Advisors LLC Experience March 2012 - Present
Job Managing Director and Senior Client Advisor at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC March 2012 - Present
Wells Fargo Bank May 2006 - January 2012
Babson Capital Management (nee David L. Babson & Co.) January 1992 - May 2006
Skills
Wealth Management, Asset Allocation, Estate Planning, Investments, Trusts, Risk Management, Retirement Planning, Tax, Retirement, Financial Planning, Asset Management, Financial Analysis, Cash Flow, Private Equity
Education
New England School of Law 1993 — 1997
Juris Doctorate (cum laude), Estate Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1990
MS, Taxation
Bentley University 1985 — 1988
BS, Finance (magna cum laude)
Bergen Catholic HS
Daintree Advisors LLC March 2012 - Present
Wells Fargo Bank May 2006 - January 2012
Babson Capital Management (nee David L. Babson & Co.) January 1992 - May 2006
Skills
Wealth Management, Asset Allocation, Estate Planning, Investments, Trusts, Risk Management, Retirement Planning, Tax, Retirement, Financial Planning, Asset Management, Financial Analysis, Cash Flow, Private Equity
Education
New England School of Law 1993 — 1997
Juris Doctorate (cum laude), Estate Planning
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1990
MS, Taxation
Bentley University 1985 — 1988
BS, Finance (magna cum laude)
Bergen Catholic HS
Kent Forkner's Daintree Advisors LLC Experience 2010 - Present
Job Partner and Chief Investment Officer at Daintree Advisors LLC
Industry Investment Management
Experience
Daintree Advisors LLC 2010 - Present
The Boston Company 2001 - 2009
Mellon Growth Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
Alex. Brown & Company 1996 - 1998
Skills
Wealth Management, Investments, Alternative Investments, Equities, Equity Research, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Wheaton College 1986 — 1990
BA
Daintree Advisors LLC 2010 - Present
The Boston Company 2001 - 2009
Mellon Growth Advisors 2001 - 2003
State Street Global Advisors 1998 - 2001
Alex. Brown & Company 1996 - 1998
Skills
Wealth Management, Investments, Alternative Investments, Equities, Equity Research, Hedge Funds
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1996
MBA
Wheaton College 1986 — 1990
BA
Joshua Cheng, CFA®'s Daintree Advisors LLC Experience March 2013 - January 2014
Job Associate Research Consulting at Litman Gregory
Industry Financial Services
Experience
Litman Gregory January 2015 - Present
Litman Gregory January 2014 - December 2014
Daintree Advisors LLC March 2013 - January 2014
Daintree Advisors LLC January 2011 - February 2013
Tufts Medical Center May 2009 - May 2010
Bank of America September 2007 - April 2009
Pharos Capital Group LLC April 2007 - May 2007
Consumer Credit Counseling Service of San Francisco September 2005 - February 2007
Skills
Investment Consulting, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Loans, Investment Management, Mutual Funds, Leadership, Investments, Finance, Credit Analysis, Analysis, Financial Advisory, Wealth Management
Education
University of California, Berkeley
Bachelor's of Science, Business Administration, 3.83 GPA
University High School
Litman Gregory January 2015 - Present
Litman Gregory January 2014 - December 2014
Daintree Advisors LLC March 2013 - January 2014
Daintree Advisors LLC January 2011 - February 2013
Tufts Medical Center May 2009 - May 2010
Bank of America September 2007 - April 2009
Pharos Capital Group LLC April 2007 - May 2007
Consumer Credit Counseling Service of San Francisco September 2005 - February 2007
Skills
Investment Consulting, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Loans, Investment Management, Mutual Funds, Leadership, Investments, Finance, Credit Analysis, Analysis, Financial Advisory, Wealth Management
Education
University of California, Berkeley
Bachelor's of Science, Business Administration, 3.83 GPA
University High School
Christine Winters, CFP®'s Daintree Advisors LLC Experience May 2012 - December 2013
Job Financial Advisor at Congress Wealth Management
Industry Financial Services
Experience
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Congress Wealth Management June 2015 - Present
Congress Wealth Management December 2013 - June 2015
Daintree Advisors LLC May 2012 - December 2013
Shepherd Kaplan LLC August 2010 - May 2012
C.H. Robinson Worldwide, Inc. September 2009 - August 2010
Pioneer Investments May 2008 - August 2008
NBC News January 2008 - April 2008
Skills
Investments, Portfolio Management, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds
Education
College of the Holy Cross 2005 — 2009
Bachelor of Arts, History and Political Science
Boston University 2012 — 2014
CERTIFIED FINANCIAL PLANNER™
Mary Shahian's Daintree Advisors LLC Experience August 2010 - Present
Job Managing Director at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC August 2010 - Present
Wells Fargo Private Bank October 2004 - August 2010
Tanager Financial Services August 2000 - October 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Boston University
M.Ed, Business Education
Daintree Advisors LLC August 2010 - Present
Wells Fargo Private Bank October 2004 - August 2010
Tanager Financial Services August 2000 - October 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Boston University
M.Ed, Business Education
Doug Lajoie, CFP®'s Daintree Advisors LLC Experience March 2015 - Present
Job Senior Client Service Associate at Daintree Advisors LLC
Industry Financial Services
Experience
Daintree Advisors LLC March 2015 - Present
Daintree Advisors LLC April 2012 - March 2015
Fidelity Charitable July 2011 - March 2012
Omaha Beef Company June 2005 - August 2010
Skills
Wealth Management, Asset Management, Dependable Team Player, Financial Services, Financial Modeling, Data Analysis, Fixed Income, Estate Planning, Investments
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Economics-Finance
University College Dublin 2010 — 2010
Daintree Advisors LLC March 2015 - Present
Daintree Advisors LLC April 2012 - March 2015
Fidelity Charitable July 2011 - March 2012
Omaha Beef Company June 2005 - August 2010
Skills
Wealth Management, Asset Management, Dependable Team Player, Financial Services, Financial Modeling, Data Analysis, Fixed Income, Estate Planning, Investments
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Economics-Finance
University College Dublin 2010 — 2010
Andrew DeAngelis's Daintree Advisors LLC Experience June 2012 - August 2012
Job Inventory Analyst at Global Partners
Industry Oil & Energy
Experience
Global Partners July 2014 - Present
Global Partners LP June 2013 - August 2013
Daintree Advisors LLC June 2012 - August 2012
Skills
Microsoft Excel, Java, VBA, Energy Industry, Financial Analysis
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting
Global Partners July 2014 - Present
Global Partners LP June 2013 - August 2013
Daintree Advisors LLC June 2012 - August 2012
Skills
Microsoft Excel, Java, VBA, Energy Industry, Financial Analysis
Education
Bentley University 2010 — 2014
Bachelor's Degree, Corporate Finance and Accounting