Dion Money Management
Industry: Company
DescriptionFounded: 1995 Parent organization: Focus Financial Partners
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22 Dion Money Management employees in database. Find out everything there's to know about Dion Money Management 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.
Dion Money Management Employees
Atlas Private Wealth Management, LLC September 2015 - Present
Atlas Private Wealth Management, LLC April 2012 - Present
Dion Money Management November 2010 - April 2012
Skills
Investments, Social Media, Marketing Communications, Social Media Marketing, Asset Management, Marketing Strategy, Financial Services, Microsoft Office, Email Marketing, Administrative..., Office Administration, Business Development, Organization, Microsoft Excel, Microsoft Word, Salesforce.com, Management
Education
Southern Vermont College 2003 — 2007
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Canyon Ranch June 2013 - Present
Dion Money Management September 2005 - June 2013
Dell June 2004 - August 2005
Addressing Services Company August 1998 - April 2004
Skills
Social Media, Project Management, Team Leadership, Microsoft Office, Email Marketing, List Management, Data Management, Wealth Management, New Business Development, Access, Network Administration, Account Management, Finance, Advertising, Strategic Planning, Public Speaking, Mutual Funds, Online Advertising, Asset Management, Database Marketing, PowerPoint, Budgets, Data Center, Managerial Finance, HTML, IT Management, Customer Service, Social Media Marketing, Linux, Financial Analysis, Portfolio Management, Marketing Communications, Marketing Strategy, Networking, Management, CRM
Education
The University of Connecticut 1996 — 1997
Associate's degree, Information Science
Porter and Chester Institute of Rocky Hill 1995 — 1996
Technical Certificate, Computer and Information Sciences and Support Services
Everyday Health September 2006 - Present
Canyon Ranch 2004 - 2006
Dion Money Management December 2003 - December 2004
Skills
Social Media, Community Management, Digital Strategy, Social Media Marketing, Marketing Communications, Brand Management, Digital Media, Management, Blogging, Web Analytics, Content Strategy, Digital Marketing, Online Advertising, Advertising, New Media, Content Management, E-commerce, Integrated Marketing, Sales
Education
Massachusetts College of Liberal Arts 2001 — 2005
BS, Business, magna cum laude
Dion Money Management June 2011 - October 2013
Albany Barn, Inc. August 2009 - October 2011
New York Life Insurance Company October 2009 - July 2011
Massachusetts Mutual Life Insurance Company November 2008 - September 2009
BST Financial and Management Consultants April 2007 - January 2008
BST Financial and Management Consultants February 2007 - April 2007
Skills
Strategic Financial..., Finance, Entrepreneurship, Personal Finance, Environmental Awareness, Non-profits, Microsoft Word, Teamwork, Insurance, Budget, Financial Analysis, Investments, Strategic Planning, Microsoft Excel, Estate Planning, Microsoft Office, Wealth Management, PowerPoint, Public Speaking, Accounting, Budgets, Portfolio Management, Financial Services
Education
The College of Saint Rose 2003 — 2008
BS/MBA, Business/Finance
Daniel Hand High School
Fidelity Investments May 2013 - Present
SEFCU May 2011 - May 2013
Garrison Financial October 2009 - May 2011
UBS Wealth Management 2006 - 2009
Dion Money Management 2003 - 2006
Education
University of Pennsylvania 1997 — 2001
BA, Sociology
Fisher Investments June 2013 - Present
Commonwealth Planning Group November 2007 - May 2013
Pioneer Investments May 2007 - November 2007
Dion Money Management May 2005 - June 2005
Skills
Retirement Planning, Series 7, Securities, Strategic Financial..., Asset Allocation, FINRA, Financial Services, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Series 63, Asset Managment, Portfolio Management, Financial Analysis, Investment Management
Education
Bates College 2002 — 2006
B.A., Economics
Holderness School 1999 — 2002
Berkshire Money Management June 2009 - Present
Schmick Group,LLC November 2007 - Present
Dion Money Management September 2006 - June 2009
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, finance and accounting
Temple University 1970 — 1974
B.A., Journalism, Politics
Dominion Dealer Solutions March 2012 - Present
Dominion Dealer Solutions March 2012 - August 2013
Excelsior June 2010 - March 2012
Personal Shopper Roma February 2009 - May 2009
Wedding Planner Roma February 2009 - May 2009
Signature Looks: Events With Style September 2008 - January 2009
Brayton Elementary School May 2006 - January 2009
Berkshire Creative May 2008 - August 2008
Dion Money Management May 2007 - August 2007
Skills
Email Marketing, Social Media Marketing, Marketing, Marketing Strategy, Social Networking, Facebook, Business Planning, Public Relations, Marketing Communications, Advertising, Management, Social Media, Event Management, Online Marketing, Blogging, Trade Shows, Sales, Public Speaking, Promotions, Strategy, Leadership, Google Adwords, CRM, Online Advertising, Time Management, Print, Press Releases, Event Planning, Media Relations, Writing, Digital Marketing, Community Relations, Direct Mail, Strategic Communications, Twitter, Community Outreach, Google Analytics, Mobile Marketing, Customer Service, Customer Satisfaction, Customer Retention, Customer Relations, Customer Support
Education
Ithaca College 2006 — 2010
B.A., Integrated Marketing Communications, Communication Management and Design
IES Abroad Rome Italy 2009 — 2009
Sovereign Bank April 2013 - Present
Citizens Bank October 2009 - Present
Prudential, Financial Services Associate January 2007 - March 2008
Dion Money Management April 2006 - August 2006
Skills
Banking, Investments
Education
Southern Connecticut State University 2004 — 2008
B.S. Business, Finance
Southern Connecticut University
B.S, Finance, Business Administration 2007
Natixis Global Asset Management December 2014 - Present
Fidelity Investments August 2012 - December 2014
Fidelity Investments LLC July 2007 - August 2012
Dion Money Management November 2006 - April 2007
Dion Money Management September 2006 - April 2007
Osram Sylvania May 2006 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Finance, Equities, Analysis, Mutual Funds, Fixed Income, Access, Management, Strategic Planning, Leadership, Financial Analysis, Microsoft Excel, Essbase, Bloomberg, Strategic Financial..., Financial Services, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2013
MBA, Finance and Financial Management Services
Bentley University 2003 — 2007
B.S. Finance
EY October 2014 - Present
Ernst & Young October 2011 - Present
Ernst & Young May 2010 - September 2011
Ernst & Young October 2008 - May 2010
Ernst & Young May 2006 - September 2008
Dion Money Management January 2004 - August 2005
Skills
Auditing, Due Diligence, SEC filings, Accounting, Valuation, Private Equity, Assurance, Finance, Financial Reporting, US GAAP, Financial Analysis, Analysis, SEC Filings
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MS, Accountancy
Skidmore College 2002 — 2006
BS, Management and Business
Berkshire Bank June 2015 - Present
Berkshire Bank July 2011 - Present
Legacy Banks November 2010 - July 2011
Legacy Banks July 2010 - November 2010
Dion Money Management May 2010 - July 2010
Terra Fructi September 2009 - May 2010
Skills
Financial Analysis, Investments, Portfolio Management, Cash Flow, Microsoft Office, Public Speaking, Customer Interaction, Finance, Real Estate, Commercial Banking, Banking, Loans, Credit, Auditing, Underwriting, Credit Analysis, Management, Microsoft Word, Customer Service, Commercial Lending, Risk Management, Small Business Lending, Credit Risk, Leadership, PowerPoint, Social Networking, Financial Risk
Education
Massachusetts College of Liberal Arts 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Graduate of Massachusetts Banking Association Commercial Lending School 2011 — 2011
BS, Accounting/Finance
Franklin Pierce University 2006 — 2010
B.S, Accounting-Finance
Shadow Dragon Unlimited January 2003 - Present
Critical Signal Technologies, Your Link To Life August 2007 - March 2010
Dion Money Management November 2006 - December 2007
fluidsoft. Inc. / Your-Site.com July 2001 - July 2006
RadioShack January 1994 - June 2001
Falcetti Music June 1994 - September 1996
Skills
Motivational Speaking, Team Management, Personal Development, Team Building, Team Leadership, Critical Thinking, Leadership Development, Troubleshooting, Long-term Customer..., Social Networking, Mentoring, Social Media Marketing, Software Engineering, writing, SEO, Project Management, Marketing Research, Personal Effectiveness, Presentation Development, Persuasive Writing, Wordpress, Content Management, IT Management, Email Marketing, Web Hosting, Technical Support, Software Quality..., Web Analytics, Customer Centric..., Social Media Blogging, Software Development, Management, Web Development, Online Advertising, Time Management, Marketing Strategy, Customer Satisfaction, Product Development, Inventory Management, Coaching
Education
University of Phoenix 2003 — 2008
BS, Information Technology
Mildred Elley 2002 — 2003
N/a, Information Technology
Berkshire Community College 1991 — 1994
AS, Electronics Technology
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management February 2010 - September 2013
Natixis Global Associates 2008 - February 2010
Dion Money Management June 2006 - June 2008
Skills
Series 7, Investments, Alternative Investments, Wealth Management, Financial Services, Mutual Funds, Asset Managment, Equities, Securities, Series 63, Asset Allocation, Hedge Funds, Fixed Income, Investment Strategies, Investment Advisory, Sales Presentations, ETFs, Investment Management, Financial Advisory, Capital Markets, Separately Managed..., Financial Markets, FINRA, Bonds, Retirement, Asset Management
Education
The George Washington University
BS, Political Science
Percussion Software Principal Software EngineerPlexxi Inc.August 2014 - June 2015
MITRE June 2008 - August 2014
Centive April 2007 - June 2008
Kollmorgen Electo-Optical October 2005 - August 2007
Dion Money Management January 2002 - October 2005
Skills
Software Engineering, Java, C++, Eclipse, Software Development, Programming, C, Systems Engineering, Engineering Management, XML, Linux, Requirements Analysis, Java Enterprise Edition, Web Services, JavaScript, Agile Methodologies
Education
Tufts University 2009 — 2011
M.S., Engineering Management
University of Massachusetts, Amherst 2004 — 2005
M.S., Computer Science
Massachusetts College 2000 — 2004
Bachelor of Science (BS) degree; Liberal Arts, Computer Science
Massachusetts College of Liberal Arts 2000 — 2004
B.S., Computer science
Dion Money Management CEOFidelity Independent Adviser1995 - Present
DRD Investments, LLC 2012 - 2012
Litchfield Financial Corporation 1988 - 1995
Education
University of Maine School of Law 1976 — 1979
J.D., Law
Saint Michael's College 1972 — 1976
BA, Business and Economics
Saint Michael's College 1972 — 1976
BA, Business and Economics
Counseling & Gynecology Group July 2013 - Present
www.vaginapagina.com July 2004 - Present
Planned Parenthood League of Massachusetts August 2011 - October 2012
Mount Kisco Medical Group October 2006 - December 2009
Tapestry Health Systems September 2005 - October 2006
Dion Money Management February 2005 - August 2005
Skills
Healthcare, Volunteer Management, EHR, Fundraising, Community Outreach
Education
Massachusetts College of Liberal Arts 1999 — 2004
BA, Sociology
Mt. Greylock
Walmart Supercenter March 2014 - Present
Crane September 2013 - November 2013
Dion Money Management September 2010 - July 2013
Jiminy Peak Mountain Resort, LLC August 1995 - November 2007
Skills
Marketing Strategy, Email Marketing, Social Media Marketing, Social Media, Advertising, Budgets, PowerPoint, Event Management, Project Management, Strategic Planning, Online Advertising
Education
Southern Vermont College 2000 — 2007
Bachelor's degree, Business Administration and Management, General
Mildred Elley
NY Air National Guard December 2010 - Present
Fogg's Automotive & Suzuki January 2010 - September 2011
Dion Money Management January 2008 - June 2009
Skills
Customer Service
Education
Community College of the Air Force 2011 — 2013
Associate of Science (A.S.), Avionics Operations
Burnt Hills - Ballston Lake High School 1993 — 1996
Regents Diploma, Business - Accounting
America Learns at Tobin K-8 October 2014 - Present
Dion Money Management June 2012 - July 2012
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Simmons College 2014 — 2018
Eagle Development February 2014 - Present
English Experts May 2012 - January 2014
Amarin Of Thailand September 2008 - May 2010
DLA Piper June 2008 - June 2008
Dion Money Management May 2007 - August 2007
Skills
International Trade, International Business..., Trade Finance, Teaching English as a..., Entrepreneurship, Business Travel, Microsoft Office, Financial Analysis, Import/Export Operations, Export-Import, Data Analysis
Education
Boston University - Metropolitan College 2015 — 2015
Master's of Science in Administrative Studies, Multinational Commerce
Boston University Questrom School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Chiang Mai University
TEFL