Dion Money Management

Industry: Company

Description

Founded: 1995 Parent organization: Focus Financial Partners

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Dion Money Management Employees

Employee
Years
Job
Industry
Natalie Wheeler Natalie Wheeler Williamstown, Massachusetts Details
Natalie Wheeler's Dion Money Management Experience November 2010 - April 2012
Job Director of Client Services at Atlas Private Wealth Management, LLC
Industry Financial Services
Experience
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

Brian Torres Brian Torres Albany, New York Area Details
Brian Torres's Dion Money Management Experience September 2005 - June 2013
Job IT Professional at Canyon Ranch
Industry Information Technology and Services
Experience
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

Sara Stefanik Sara Stefanik Jacksonville, Florida Area Details
Sara Stefanik's Dion Money Management Experience December 2003 - December 2004
Job Associate Director, Community at Everyday Health
Industry Online Media
Experience
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

Brandon Whitesell, M.B.A. Brandon Whitesell, M.B.A. Albany, New York Area Details
Brandon Whitesell, M.B.A.'s Dion Money Management Experience June 2011 - October 2013
Job Vice President Wealth Management Advisor at Dion Money Management
Industry Financial Services
Experience
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

Erin Leonard Erin Leonard Albany, New York Area Details
Erin Leonard's Dion Money Management Experience 2003 - 2006
Job Financial Consultant
Industry Financial Services
Experience
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

Eamonn Reynolds-Mohler, CFP® Eamonn Reynolds-Mohler, CFP® Portland, Oregon Area Details
Eamonn Reynolds-Mohler, CFP®'s Dion Money Management Experience May 2005 - June 2005
Job Investment Counselor at Fisher Investments
Industry Financial Services
Experience
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

William Schmick William Schmick United States Details
William Schmick's Dion Money Management Experience September 2006 - June 2009
Job Syndicated Columnist/radio talk show host at
Industry Financial Services
Experience
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

Julianne (Julianne Fruscio) Ramos Julianne (Julianne Fruscio) Ramos Springfield, Massachusetts Area Details
Julianne (Julianne Fruscio) Ramos's Dion Money Management Experience May 2007 - August 2007
Job Equity Retention Manager at Dominion Dealer Solutions
Industry Automotive
Experience
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

John Dohaney John Dohaney Greater Boston Area Details
John Dohaney's Dion Money Management Experience April 2006 - August 2006
Job Financial Specialist at Sovereign Bank
Industry Banking
Experience
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

Steven Schedin Steven Schedin Greater Boston Area Details
Steven Schedin's Dion Money Management Experience November 2006 - April 2007
Job Business Intelligence Consultant at Natixis Global Asset Management
Industry Financial Services
Experience
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

Brendan Murray, CPA Brendan Murray, CPA Greater Boston Area Details
Brendan Murray, CPA's Dion Money Management Experience January 2004 - August 2005
Job Senior Manager at EY
Industry Accounting
Experience
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

Gregg Levante Gregg Levante Pittsfield, Massachusetts Area Details
Gregg Levante's Dion Money Management Experience May 2010 - July 2010
Job Assistant Vice President Commercial Lending (Berkshire and Vermont Regions) at Berkshire Bank
Industry Banking
Experience
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

Derek Wood, Marketing and Online Business Coaching Derek Wood, Marketing and Online Business Coaching Pittsfield, Massachusetts Area Details
Derek Wood, Marketing and Online Business Coaching's Dion Money Management Experience November 2006 - December 2007
Job ►CEO ►Marketing Coach ►Speaker ►Writer ►Publisher ►Owner, Shadow Dragon Unlimited
Industry Professional Training & Coaching
Experience
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

Jim Dolan Jim Dolan Greater Boston Area Details
Jim Dolan's Dion Money Management Experience June 2006 - June 2008
Job Vice President, Retirement Strategies at Natixis Global Asset Management
Industry Financial Services
Experience
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

Brandon Navom Brandon Navom Greater Boston Area Details
Brandon Navom's Dion Money Management Experience January 2002 - October 2005
Job Lead Software Systems Engineer
Industry Computer Software
Experience
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

Don Dion Don Dion Albany, New York Area Details
Don Dion's Dion Money Management Experience CEOFidelity Independent Adviser1995 - Present
Job President of Dion Money Management & CEO at Fidelity Independent Adviser
Industry Financial Services
Experience
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

Jennifer LaValley Hurley Jennifer LaValley Hurley Springfield, Massachusetts Area Details
Jennifer LaValley Hurley's Dion Money Management Experience February 2005 - August 2005
Job Medical Assistant at Counseling & Gynecology Group
Industry Hospital & Health Care
Experience
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

Denise Pierce Denise Pierce North Adams, Massachusetts Details
Denise Pierce's Dion Money Management Experience September 2010 - July 2013
Job Cashier at Walmart Supercenter
Industry Financial Services
Experience
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

Scott Salisbury Scott Salisbury Ballston Spa, New York Details
Scott Salisbury's Dion Money Management Experience January 2008 - June 2009
Job Aircraft Loadmaster at NY Air National Guard
Industry Military
Experience
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

Catherine Record Catherine Record North Adams, Massachusetts Details
Catherine Record's Dion Money Management Experience June 2012 - July 2012
Job Tutor at America Learns at Tobin K8
Industry Mental Health Care
Experience
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

Michele Castellucci Michele Castellucci Greater Boston Area Details
Michele Castellucci's Dion Money Management Experience May 2007 - August 2007
Job Master's Candidate: Boston University
Industry International Trade and Development
Experience
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

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