DHK Financial Advisors
Description
Address: 3 Greenleaf Woods Dr, Portsmouth, NH 03801 Phone: (603) 436-5801Place name: : Hours: : : : : Category: Website: : Website: http://dhkfinancial.com/ 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.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 DHK Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
DHK Financial Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at DHK Financial Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
DHK Financial Advisors Salaries. You can even request information on how much does DHK Financial Advisors pay if you want to. Learn about salaries, pros and cons of working for DHK Financial Advisors directly from the past employees.
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20 DHK Financial Advisors employees in database. Find out everything there's to know about DHK Financial Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
DHK Financial Advisors Employees
Employee
Years
Job
Industry
Robert Albee Robert Albee's DHK Financial Advisors Experience September 2009 - September 2012
Job Investment Associate Absolute Return at Partners Capital Investment Group
Industry Financial Services
Experience
Partners Capital Investment Group September 2012 - Present
DHK Financial Advisors September 2009 - September 2012
Atkins Investment Group September 2010 - May 2011
Northwestern Mutual Financial Network May 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Finance, Fixed Income, Equities
Education
London School of Economics and Political Science 2011 — 2012
M.Sc., Applied Mathematics, Thesis Awarded with Distinction
University of New Hampshire 2007 — 2011
B.S., Mathematics and Economics
Partners Capital Investment Group September 2012 - Present
DHK Financial Advisors September 2009 - September 2012
Atkins Investment Group September 2010 - May 2011
Northwestern Mutual Financial Network May 2009 - September 2009
Skills
Financial Modeling, Investments, Financial Analysis, Microsoft Excel, Portfolio Management, Finance, Fixed Income, Equities
Education
London School of Economics and Political Science 2011 — 2012
M.Sc., Applied Mathematics, Thesis Awarded with Distinction
University of New Hampshire 2007 — 2011
B.S., Mathematics and Economics
A.J. Coukos A.J. Coukos's DHK Financial Advisors Experience February 2014 - Present
Job Finance Associate at DHK Financial Advisors
Industry Financial Services
Experience
DHK Financial Advisors February 2014 - Present
Cru Global July 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) November 2012 - June 2013
University of New Hampshire May 2011 - May 2012
University of New Hampshire February 2010 - May 2011
Orchard Health Care May 2009 - August 2009
Beaver Summer Programs June 2006 - August 2008
Skills
Public Speaking, Customer Service, Critical Thinking, Policy Analysis, Volunteer Management, Community Outreach, Public Relations, Organization &..., Office Administration, Writing, Editing, Fundraising, Nonprofits, Event Planning, Proposal Writing
Education
University of New Hampshire 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Lehigh University 2007 — 2009
DHK Financial Advisors February 2014 - Present
Cru Global July 2013 - May 2014
John Hancock Life Insurance Company (U.S.A.) November 2012 - June 2013
University of New Hampshire May 2011 - May 2012
University of New Hampshire February 2010 - May 2011
Orchard Health Care May 2009 - August 2009
Beaver Summer Programs June 2006 - August 2008
Skills
Public Speaking, Customer Service, Critical Thinking, Policy Analysis, Volunteer Management, Community Outreach, Public Relations, Organization &..., Office Administration, Writing, Editing, Fundraising, Nonprofits, Event Planning, Proposal Writing
Education
University of New Hampshire 2009 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Lehigh University 2007 — 2009
Ben Lawlor Ben Lawlor's DHK Financial Advisors Experience September 2009 - May 2011
Job Gondola Operations at Heavenly/Vail Resorts
Industry Hospitality
Experience
Heavenly/Vail Resorts May 2014 - Present
KRB Finish Carpentry, Inc. April 2013 - November 2013
Piehead January 2012 - April 2013
Mad*Pow September 2010 - May 2011
DHK Financial Advisors September 2009 - May 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2011
Business Administration, Finance, Entrepreneurial Venture Capitalism
Saint Anselm College 2007 — 2008
Heavenly/Vail Resorts May 2014 - Present
KRB Finish Carpentry, Inc. April 2013 - November 2013
Piehead January 2012 - April 2013
Mad*Pow September 2010 - May 2011
DHK Financial Advisors September 2009 - May 2011
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2008 — 2011
Business Administration, Finance, Entrepreneurial Venture Capitalism
Saint Anselm College 2007 — 2008
Jonathan Kiskinis Jonathan Kiskinis's DHK Financial Advisors Experience February 2014 - Present
Job Investment Intern at DHK Financial Advisors
Industry
Experience
Atkins Investment Group May 2014 - Present
DHK Financial Advisors February 2014 - Present
Center for Academic Resources/Student Support Services (TRiO) at the University of New Hampshire March 2013 - Present
The Beach Plum 2009 - Present
The Freedom Cafe Network August 2013 - December 2013
The Freedom Cafe Network February 2013 - December 2013
Campus Activities Board at the University of New Hampshire September 2012 - December 2013
PrOVES at the University of New Hampshire August 2013 - September 2013
Skills
Microsoft Excel, Access Database, Operating Systems, Word Processing, Graphic Presentations, PowerPoint, Community Service, Volunteer Management, Financial Reporting, Customer Service, Customer Satisfaction, Food Service Operations, Time Management, Leadership Development
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of New Hampshire
Bachelor of Science (B.S.), Geography
Saint Thomas Aquinas High School
Atkins Investment Group May 2014 - Present
DHK Financial Advisors February 2014 - Present
Center for Academic Resources/Student Support Services (TRiO) at the University of New Hampshire March 2013 - Present
The Beach Plum 2009 - Present
The Freedom Cafe Network August 2013 - December 2013
The Freedom Cafe Network February 2013 - December 2013
Campus Activities Board at the University of New Hampshire September 2012 - December 2013
PrOVES at the University of New Hampshire August 2013 - September 2013
Skills
Microsoft Excel, Access Database, Operating Systems, Word Processing, Graphic Presentations, PowerPoint, Community Service, Volunteer Management, Financial Reporting, Customer Service, Customer Satisfaction, Food Service Operations, Time Management, Leadership Development
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, General
University of New Hampshire
Bachelor of Science (B.S.), Geography
Saint Thomas Aquinas High School
Richard Lund Richard Lund's DHK Financial Advisors Experience May 2013 - August 2013
Job Commercial Real Estate Analyst at National Cooperative Bank
Industry Banking
Experience
National Cooperative Bank April 2015 - Present
National Cooperative Bank June 2014 - March 2015
DHK Financial Advisors May 2013 - August 2013
DHK Financial Advisors January 2013 - January 2013
DHK Financial Advisors June 2012 - August 2012
TD May 2012 - August 2012
TD May 2011 - August 2011
Cochecho Country Club May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Economics, PowerPoint, Microsoft Word, Leadership, Customer Service, Social Media, Stata, Teamwork, Statistics, Banking, Financial Analysis, Access, Financial Modeling, Community Outreach
Education
Colby College 2010 — 2014
B.A., Economics-Mathematics: Concentration in Financial Markets
National Cooperative Bank April 2015 - Present
National Cooperative Bank June 2014 - March 2015
DHK Financial Advisors May 2013 - August 2013
DHK Financial Advisors January 2013 - January 2013
DHK Financial Advisors June 2012 - August 2012
TD May 2012 - August 2012
TD May 2011 - August 2011
Cochecho Country Club May 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Economics, PowerPoint, Microsoft Word, Leadership, Customer Service, Social Media, Stata, Teamwork, Statistics, Banking, Financial Analysis, Access, Financial Modeling, Community Outreach
Education
Colby College 2010 — 2014
B.A., Economics-Mathematics: Concentration in Financial Markets
Gwynneth Heaps Gwynneth Heaps's DHK Financial Advisors Experience February 2011 - June 2012
Job Investment Associate at Partners Capital LLP
Industry Financial Services
Experience
Partners Capital LLP November 2014 - Present
Partners Capital LLP July 2012 - November 2014
DHK Financial Advisors February 2011 - June 2012
Professor John Lannamann September 2009 - June 2012
Technology Business Research June 2010 - January 2011
Law offices of Charles E. Shoemaker, Jr June 2006 - June 2010
Skills
Access, Data Analysis, Social Media, Research, Bloomberg Terminal, Microsoft Office, Facebook, Market Research, Event Planning, Legal Research, Spanish, Mutual Funds, Economics, Microsoft Excel, PowerPoint, Equities, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration and International Affairs, Option in Finance
John Cabot University, Rome, Italy 2010 — 2010
Partners Capital LLP November 2014 - Present
Partners Capital LLP July 2012 - November 2014
DHK Financial Advisors February 2011 - June 2012
Professor John Lannamann September 2009 - June 2012
Technology Business Research June 2010 - January 2011
Law offices of Charles E. Shoemaker, Jr June 2006 - June 2010
Skills
Access, Data Analysis, Social Media, Research, Bloomberg Terminal, Microsoft Office, Facebook, Market Research, Event Planning, Legal Research, Spanish, Mutual Funds, Economics, Microsoft Excel, PowerPoint, Equities, Bloomberg
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
B.S, Business Administration and International Affairs, Option in Finance
John Cabot University, Rome, Italy 2010 — 2010
Dariel Bennett Dariel Bennett's DHK Financial Advisors Experience June 2009 - August 2009
Job Category Manager at Wayfair
Industry Financial Services
Experience
Wayfair June 2015 - Present
Windhorse Capital Management July 2011 - May 2015
The Investment Fund for Foundations June 2010 - August 2010
DHK Financial Advisors June 2009 - August 2009
DHK Financial Advisors June 2008 - August 2008
Education
Middlebury College 2007 — 2011
BA, Economics, French
Brooks School 2004 — 2007
Wayfair June 2015 - Present
Windhorse Capital Management July 2011 - May 2015
The Investment Fund for Foundations June 2010 - August 2010
DHK Financial Advisors June 2009 - August 2009
DHK Financial Advisors June 2008 - August 2008
Education
Middlebury College 2007 — 2011
BA, Economics, French
Brooks School 2004 — 2007
Ben Schenck Ben Schenck's DHK Financial Advisors Experience September 2011 - May 2013
Job Founder of MTNmeister LLC
Industry Financial Services
Experience
MTNmeister Podcast February 2014 - Present
Deloitte August 2013 - February 2014
Atkins Investment Group August 2010 - June 2013
DHK Financial Advisors September 2011 - May 2013
UNH Club Tennis August 2011 - May 2013
Liberty Mutual Insurance May 2011 - September 2011
Skills
Team Leadership, Group Presentations, Microsoft Office, Morningstar, Access, PowerPoint, Word, Excel, Portfolio Management, Microsoft Word, Finance, Budgets, Customer Service, Time Management, Microsoft Excel, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science, Finance and Economics
Southmoreland High School 2005 — 2009
MTNmeister Podcast February 2014 - Present
Deloitte August 2013 - February 2014
Atkins Investment Group August 2010 - June 2013
DHK Financial Advisors September 2011 - May 2013
UNH Club Tennis August 2011 - May 2013
Liberty Mutual Insurance May 2011 - September 2011
Skills
Team Leadership, Group Presentations, Microsoft Office, Morningstar, Access, PowerPoint, Word, Excel, Portfolio Management, Microsoft Word, Finance, Budgets, Customer Service, Time Management, Microsoft Excel, Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2009 — 2013
Bachelor of Science, Finance and Economics
Southmoreland High School 2005 — 2009
Patrick Sloyan's DHK Financial Advisors Experience October 2013 - December 2013
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Putnam Investments October 2015 - Present
Putnam Investments June 2015 - October 2015
Atkins Investment Group July 2014 - May 2015
Eaton Vance May 2014 - August 2014
Atkins Investment Group September 2013 - June 2014
DHK Financial Advisors October 2013 - December 2013
Kronos June 2013 - August 2013
Skills
Microsoft Excel, Customer Service, Public Speaking, Blogging, PowerPoint, Microsoft Office, Teamwork, Team Leadership, Leadership, Microsoft Word, Access, Social Media, Facebook, Time Management, Analysis
Education
University of New Hampshire 2011 — 2015
Bachelor's Degree, Finance and Management, 3.63
Saint John's High School 2007 — 2011
Steven Langlois Steven Langlois's DHK Financial Advisors Experience October 2010 - November 2012
Job Information Systems Security Officer at Raytheon
Industry Defense & Space
Experience
Raytheon July 2014 - Present
MIT Lincoln Laboratory November 2012 - June 2014
DHK Financial Advisors October 2010 - November 2012
Skills
Customer Service, Technical Support, Information Security, Databases, Teamwork, Computer Hardware, Troubleshooting, Security, System Administration, Operating Systems, Active Directory, Integration, Network Security, Linux, Computer Security, Servers, Security Clearance, Microsoft Excel, DoD, Information Assurance, Windows Server, Vulnerability Assessment
Education
Champlain College 2006 — 2010
BS, Computer Networking and Information Security
Concord Senior Highschool, Concord NH 2002 — 2006
Raytheon July 2014 - Present
MIT Lincoln Laboratory November 2012 - June 2014
DHK Financial Advisors October 2010 - November 2012
Skills
Customer Service, Technical Support, Information Security, Databases, Teamwork, Computer Hardware, Troubleshooting, Security, System Administration, Operating Systems, Active Directory, Integration, Network Security, Linux, Computer Security, Servers, Security Clearance, Microsoft Excel, DoD, Information Assurance, Windows Server, Vulnerability Assessment
Education
Champlain College 2006 — 2010
BS, Computer Networking and Information Security
Concord Senior Highschool, Concord NH 2002 — 2006
John Schwartz's DHK Financial Advisors Experience September 2013 - Present
Job President at Atkins Investment Group
Industry Investment Management
Experience
Atkins Investment Group May 2015 - Present
Cambridge Associates March 2015 - Present
DHK Financial Advisors September 2013 - Present
University of New Hampshire September 2014 - Present
University of New Hampshire September 2015 - Present
Alpha Kappa Psi April 2014 - Present
Atkins Investment Group April 2014 - Present
Atkins Investment Group August 2014 - Present
Atkins Investment Group September 2013 - August 2014
Blue Hills Ski Area 2010 - 2014
Skills
Public Speaking, Microsoft Excel, Teamwork, Time Management, PowerPoint, Economics, Management, Analysis, Microsoft Office, Leadership, Training, Investments
Education
University of New Hampshire 2012 — 2016
Bachelor's degree, Finance, Economics, Junior
Atkins Investment Group May 2015 - Present
Cambridge Associates March 2015 - Present
DHK Financial Advisors September 2013 - Present
University of New Hampshire September 2014 - Present
University of New Hampshire September 2015 - Present
Alpha Kappa Psi April 2014 - Present
Atkins Investment Group April 2014 - Present
Atkins Investment Group August 2014 - Present
Atkins Investment Group September 2013 - August 2014
Blue Hills Ski Area 2010 - 2014
Skills
Public Speaking, Microsoft Excel, Teamwork, Time Management, PowerPoint, Economics, Management, Analysis, Microsoft Office, Leadership, Training, Investments
Education
University of New Hampshire 2012 — 2016
Bachelor's degree, Finance, Economics, Junior
Doug Cataldo's DHK Financial Advisors Experience March 2013 - May 2013
Job Regional Marketing Associate Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2014 - Present
Putnam Investments June 2014 - December 2014
Atkins Investment Group May 2012 - June 2014
John Hancock Financial Services January 2014 - May 2014
Mortgage Network, Inc. July 2013 - August 2013
DHK Financial Advisors March 2013 - May 2013
Franklin American Mortgage Company June 2012 - August 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Mortgage Compliance, Mortgage Servicing, PowerPoint, Fixed Annuities, Access, Portfolio Management, Variable Annuities, Customer Service, Financial Transactions, Mutual Funds, Teamwork, Microsoft Word, Social Media, Finance, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Science- Business Administration, Minor-Economics, Finance and Management
Putnam Investments December 2014 - Present
Putnam Investments June 2014 - December 2014
Atkins Investment Group May 2012 - June 2014
John Hancock Financial Services January 2014 - May 2014
Mortgage Network, Inc. July 2013 - August 2013
DHK Financial Advisors March 2013 - May 2013
Franklin American Mortgage Company June 2012 - August 2012
Skills
Investments, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Mortgage Compliance, Mortgage Servicing, PowerPoint, Fixed Annuities, Access, Portfolio Management, Variable Annuities, Customer Service, Financial Transactions, Mutual Funds, Teamwork, Microsoft Word, Social Media, Finance, Leadership
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Science- Business Administration, Minor-Economics, Finance and Management
Kyle Lacerte's DHK Financial Advisors Experience November 2011 - June 2012
Job Senior Associate at CohnReznick LLP
Industry Financial Services
Experience
CohnReznick LLP June 2015 - Present
CohnReznick LLP November 2013 - June 2015
Coca-Cola of Northern New England June 2010 - October 2013
Peter T. Paul College of Business and Economics September 2012 - May 2013
The Pi Kappa Alpha Fraternity Gamma Mu Chapter November 2011 - December 2012
RedBlack Software, LLC June 2012 - August 2012
DHK Financial Advisors November 2011 - June 2012
Skills
Morningstar, Salesforce.com, Microsoft SQL Server, Microsoft Office, Accounting, Microsoft Excel, Adobe Creative Suite, Finance, Communication, Customer Service, Rebalancing, Customer Support, PowerPoint, Strategic Planning, Teamwork
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2013
B.S, Business Administration; Accounting and Finance
Manchester High School West 2005 — 2009
CohnReznick LLP June 2015 - Present
CohnReznick LLP November 2013 - June 2015
Coca-Cola of Northern New England June 2010 - October 2013
Peter T. Paul College of Business and Economics September 2012 - May 2013
The Pi Kappa Alpha Fraternity Gamma Mu Chapter November 2011 - December 2012
RedBlack Software, LLC June 2012 - August 2012
DHK Financial Advisors November 2011 - June 2012
Skills
Morningstar, Salesforce.com, Microsoft SQL Server, Microsoft Office, Accounting, Microsoft Excel, Adobe Creative Suite, Finance, Communication, Customer Service, Rebalancing, Customer Support, PowerPoint, Strategic Planning, Teamwork
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2013
B.S, Business Administration; Accounting and Finance
Manchester High School West 2005 — 2009
Benjamin Looker's DHK Financial Advisors Experience June 2002 - May 2009
Job Therapeutic Area Counsel at EMD Serono, Inc.
Industry Law Practice
Experience
EMD Serono, Inc. July 2013 - Present
Goodwin Procter LLP January 2010 - July 2013
DHK Financial Advisors June 2002 - May 2009
AT&T August 2004 - July 2005
Skills
Legal Research, Corporate Law, Legal Writing, Due Diligence, Corporate Governance, Commercial Litigation, Intellectual Property, Civil Litigation, Philanthropy, Westlaw, Mergers & Acquisitions
Education
Boston College Law School 2006 — 2009
Doctor of Law (J.D.)
Boston College 2000 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems
Dover HIgh School
EMD Serono, Inc. July 2013 - Present
Goodwin Procter LLP January 2010 - July 2013
DHK Financial Advisors June 2002 - May 2009
AT&T August 2004 - July 2005
Skills
Legal Research, Corporate Law, Legal Writing, Due Diligence, Corporate Governance, Commercial Litigation, Intellectual Property, Civil Litigation, Philanthropy, Westlaw, Mergers & Acquisitions
Education
Boston College Law School 2006 — 2009
Doctor of Law (J.D.)
Boston College 2000 — 2004
Bachelor of Science (B.S.), Finance and Management Information Systems
Dover HIgh School
Michael Pungitore Michael Pungitore's DHK Financial Advisors Experience January 2008 - May 2008
Job Entrepreneur
Industry Consumer Services
Experience
Pungitore Irrigation & Fertilizer March 2014 - Present
Pungitore Landscaping June 1999 - Present
Club Casa Tanning August 2011 - Present
MyCarVote.com October 2009 - Present
Brown Brothers Harriman June 2008 - September 2010
DHK Financial Advisors January 2008 - May 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Facebook, Marketing Strategy, Online Marketing, New Business Development, Entrepreneurship
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Finance, Business
Hingham High School
Pungitore Irrigation & Fertilizer March 2014 - Present
Pungitore Landscaping June 1999 - Present
Club Casa Tanning August 2011 - Present
MyCarVote.com October 2009 - Present
Brown Brothers Harriman June 2008 - September 2010
DHK Financial Advisors January 2008 - May 2008
Brown Brothers Harriman June 2007 - September 2007
Skills
Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Customer Service, Social Media Marketing, Microsoft Word, Microsoft Excel, Social Networking, Facebook, Marketing Strategy, Online Marketing, New Business Development, Entrepreneurship
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2004 — 2008
Finance, Business
Hingham High School
Joshua Marks Joshua Marks's DHK Financial Advisors Experience November 2011 - May 2012
Job Regional Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Fidelity Investments August 2014 - Present
Fidelity Investments October 2013 - August 2014
Fidelity Investments January 2013 - October 2013
AspenCross Financial Group May 2012 - December 2012
DHK Financial Advisors November 2011 - May 2012
GK&K January 2004 - 2012
Honest Tea May 2011 - August 2011
Skills
Microsoft Office, Social Networking, Financial Analysis, Corporate Social..., Writing Skills, Data Interpretation, Economics, Word, Excel, PowerPoint, Access, Social Media, Time Management, Microsoft Excel, Series 7, Series 63
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2012
BS, Finance, Economics
Salem High School 2004 — 2008
High School Diploma
Cynthia R. Freedman's DHK Financial Advisors Experience October 2011 - Present
Job Office Manager / Associate DHK Financial Advisors
Industry Investment Management
Experience
DHK Financial Advisors October 2011 - Present
Summit Partners January 1999 - April 2011
Summit Partners 1993 - 1999
Summit Partners 1988 - 1993
Pioneer Financial January 1987 - January 1988
Pioneer Financial January 1984 - January 1987
International Weekends January 1984 - January 1985
Skills
Private Equity, Accounting, Finance, Investor Relations, Management, Financial Modeling, Venture Capital
Education
Lesley University 1997 — 2001
Bachelor of Science, Management
Burdett College
Certificate, Business Administration
DHK Financial Advisors October 2011 - Present
Summit Partners January 1999 - April 2011
Summit Partners 1993 - 1999
Summit Partners 1988 - 1993
Pioneer Financial January 1987 - January 1988
Pioneer Financial January 1984 - January 1987
International Weekends January 1984 - January 1985
Skills
Private Equity, Accounting, Finance, Investor Relations, Management, Financial Modeling, Venture Capital
Education
Lesley University 1997 — 2001
Bachelor of Science, Management
Burdett College
Certificate, Business Administration