ESSEX FINANCIAL SERVICES

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ESSEX FINANCIAL SERVICES Employees

Employee
Years
Job
Industry
Will Gleason Will Gleason Greater Denver Area Details
Will Gleason's ESSEX FINANCIAL SERVICES Experience May 2013 - August 2013
Job Assurance Services at RubinBrown LLP
Industry Accounting
Experience
RubinBrown LLP  August 2014 - Present
Essex Financial Services   May 2013 - August 2013
Vector Marketing  December 2010 - May 2012
West Hills Farm Services   April 2009 - January 2012
Sea Council Leadership   September 2011 - December 2011
B Cubed, University of Colorado   August 2010 - May 2011
West Hills Financial   May 2010 - August 2010
KSPB Pebble Beach 91.9 FM Radio Station   September 2008 - June 2009
West Hills Farm Services   April 2005 - January 2008

Skills
Leadership, Social Media, Time Management, Microsoft Excel, Accounting, Microsoft Office, QuickBooks, Entrepreneurship, Business Development, Sales, Bloomberg, Bookkeeping, Finance, Microsoft SQL Server, Financial Analysis, Data Analysis, Account Reconciliation, V Lookups, Pivot Tables, Networking, Small Business, Auditing, Sustainable Agriculture, Motivation, Critical Thinking, Agriculture

Education
University of Colorado at Boulder   2009 — 2014
B.S. Business Administration, Accounting and Finance, Senior

University of Virginia - Semester at Sea   2011 — 2011
Junior

Stevenson School   2006 — 2009

Romaine Macomb, CFP®, AIF® Romaine Macomb, CFP®, AIF® Old Saybrook, Connecticut Details
Romaine Macomb, CFP®, AIF®'s ESSEX FINANCIAL SERVICES Experience November 1987 - August 2013
Job Partner / Wealth Advisor at Northstar Wealth Partners
Industry Financial Services
Experience
Northstar Wealth Partners  August 2013 - Present
Essex Financial Services   November 1987 - August 2013

Skills
Certified Financial..., Accredited Investment..., Wealth Management, Retirement Planning, Investment Advisory..., Wealth Management..., Qualified Retirement..., series 24, Retirement, Series 7, 401k, Financial Services, Investment Advisory, Investment Management, Retirement Plan..., Financial Planning

Education
Southern Connecticut State University   1974 — 1978
Bachelor of Education (BEd), Education

West Haven High School   1970 — 1974

Gianfranco Galluzzo Gianfranco Galluzzo Saint Louis, Missouri Details
Gianfranco Galluzzo's ESSEX FINANCIAL SERVICES Experience June 2008 - August 2008
Job J.D. Candidate at Washington University in St. Louis School of Law
Industry Legal Services
Experience
Washington University in St. Louis School of Law  Paralegal - Banking and FinanceOrrick, Herrington & Sutcliffe LLPMarch 2013 - May 2014
Choate Rosemary Hall  June 2011 - July 2011
Choate Rosemary Hall  July 2010 - August 2010
Merrill Lynch  June 2010 - August 2010
Essex Financial Services   June 2008 - August 2008

Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Creative Writing, Teaching, Fundraising, Editing, Social Media

Education
Wesleyan University   2008 — 2012
B.A., Government (Concentration: Political Theory)

University College London, U. of London   2010 — 2011
Political Science

Columbia University in the City of New York   2009 — 2009

Choate Rosemary Hall   2004 — 2008

Washington University in St. Louis School of Law

Kyle Egan Kyle Egan New York, New York Details
Kyle Egan's ESSEX FINANCIAL SERVICES Experience December 2012 - January 2013
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   June 2015 - Present
J.P. Morgan   June 2014 - August 2014
Northstar Wealth Partners  November 2013 - January 2014
Carroll School of Management Marketing Department   September 2012 - May 2013
Essex Financial Services   December 2012 - January 2013
Old Lyme Country Club  May 2012 - August 2012

Skills
Leadership, Research, PowerPoint, Time Management, Accounting, Commitment to Quality, Microsoft Excel, Portfolio Management, Financial Analysis, Mutual Funds, Outstanding time..., Finance, Data Analysis, Proficient in Microsoft..., Series 63, Series 79

Education
Boston College   2011 — 2015
Bachelor’s Degree, Finance and Marketing, 3.7 GPA; Cum Laude

University of Otago   2013 — 2013
Bachelor of Commerce Program, Business/Commerce, General

Daniel Hand High School   2007 — 2011

Hilary Holmes Hilary Holmes Greater New York City Area Details
Hilary Holmes's ESSEX FINANCIAL SERVICES Experience May 2010 - August 2010
Job Assistant Director of Admission at Oxford Academy
Industry Education Management
Experience
Oxford Academy  February 2014 - Present
McDermott Auto Group   May 2013 - January 2014
EvesAddiction   July 2012 - May 2013
Bucknell University Theatre Department   September 2011 - May 2012
Bucknell University, Office of Admissions  January 2009 - May 2012
The Listening Post   September 2009 - December 2011
Perfect Parties Catering   June 2011 - August 2011
Yale University Schizophrenia Clinic   May 2011 - August 2011
Essex Financial Services   May 2010 - August 2010
Connecticut Association for the Treatment of Sexual Offenders   January 2010 - January 2010

Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Facebook, Social Media, Research, Event Planning, Public Speaking, Photoshop, Editing, Fundraising, Higher Education, Nonprofits

Education
Bucknell University   2008 — 2012
Bachelor of Arts, Psychology and Theatre

Queen Mary University of London   2010 — 2010
Study Abroad student

The Williams School   2004 — 2008

Frasier Esty Frasier Esty New York, New York Details
Frasier Esty's ESSEX FINANCIAL SERVICES Experience July 2011 - August 2011
Job Associate Client Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust  December 2014 - Present
U.S. Trust   September 2013 - November 2014
Silvercrest Asset Management  June 2013 - August 2013
Hamlin Capital Management  June 2012 - July 2012
Essex Financial Services   July 2011 - August 2011
Hamlin Capital Management  June 2011 - July 2011

Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Office, Research, Teamwork, Social Media, Public Speaking, Financial Analysis, Leadership, Facebook, Windows, Investments, PowerPoint, Analysis

Education
Bucknell University   2009 — 2013
Bachelor of Arts (B.A.), History and Political Science

Eric Pomroy Eric Pomroy Farmington, Connecticut Details
Eric Pomroy's ESSEX FINANCIAL SERVICES Experience June 2009 - January 2010
Job Business Development Executive
Industry Insurance
Experience
Ovation: Now a Digital Benefit Advisors Company  September 2010 - Present
Muhlenberg College  August 2006 - May 2010
Essex Financial Services   June 2009 - January 2010

Skills
Financial Analysis, Marketing, Social Media, Microsoft Office, PowerPoint, Insurance, Business Development, Sales, Employee Benefits, Account Management, Sales Management, Strategic Planning

Education
The University of Connecticut School of Business   2013 — 2017
Master of Business Administration (MBA)

Muhlenberg College   2006 — 2010
B.A., Economics and Finance

Valley Regional High School   2002 — 2006
HS Diploma

Jeff Riggs Jeff Riggs Greater Denver Area Details
Jeff Riggs's ESSEX FINANCIAL SERVICES Experience 2009 - Present
Job Principal Essex Financial Group, Essex Financial Services, Baron Properties, Mountain West Industrial Properties
Industry Commercial Real Estate
Experience
Essex Financial Group  1992 - Present
Baron Properties  1997 - Present
Essex Financial Services   2009 - Present
Mountain West Industrial Properties   1995 - Present
Western Mortgage Loan Corporation   1989 - 1992
American Institutional Advisors   1987 - 1989
Cal Fed Mortgage Company   1984 - 1987
First Interstate Real Estate Services   1979 - 1984
Travelers  1969 - 1977

Skills
Real Estate, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investment Properties, Real Estate Financing, Property Management, Asset Managment, Location Intelligence, Leases, Due Diligence, Brokerage, Investments, Commercial Real Estate, Loans, Asset Management

Education
American Institute of Real Estate Appraisers   1978 — 1980
Real Estate

The University of Connecticut   1975 — 1977
Master of Business Administration (MBA), Real Estate Finance

University of Iowa   1971 — 1975
Bachelor of Business Administration (BBA), Corporate Finance & Marketing

Tucker Morrissey Tucker Morrissey Columbia, Connecticut Details
Tucker Morrissey's ESSEX FINANCIAL SERVICES Experience June 2007 - April 2008
Job at
Industry Investment Management
Experience
George Weiss Associates  January 2015 - Present
George Weiss Associates  July 2014 - December 2014
George Weiss Associates  April 2008 - July 2014
Essex Financial Services   June 2007 - April 2008
BlackRock  August 2006 - June 2007
ING Investment Management  November 2004 - August 2006

Education
The University of Connecticut   2012 — 2013
Master of Science, Financial Risk Management

Western New England University   2000 — 2004
Bachelor of Science, Finance

Richmond, The American International University in London   2002 — 2002
International Internship Program, Lehman Brothers

John Moulthrop John Moulthrop Boston, Massachusetts Details
John Moulthrop's ESSEX FINANCIAL SERVICES Experience May 2010 - March 2011
Job Logistics Manager at AD Biotech Solutions
Industry Financial Services
Experience
AD Biotech Solutions   August 2011 - Present
Standish Mellon Asset Management  April 2011 - August 2011
American Income Life  November 2010 - April 2011
Essex Financial Services   May 2010 - March 2011

Skills
Motivation, Creative Problem Solving, Operational Efficiency, Precise, Highly personable, Accounting, Logistics, Finance, Research

Education
Hobart and William Smith Colleges   2006 — 2010
Bachelors, Economics, Environmental Studies

The Hotchkiss School   2002 — 2006

Eric Moreira Eric Moreira Essex, Connecticut Details
Eric Moreira's ESSEX FINANCIAL SERVICES Experience September 2013 - Present
Job Registered Sales Assistant at Essex Financial Services, Inc.
Industry Financial Services
Experience
Essex Financial Services   September 2013 - Present
Sovereign Santander  April 2013 - September 2013
Moreira Events   January 2006 - June 2013
Fidelity Investments  June 2010 - January 2013
Fidelity Investments  October 2008 - May 2010
University of Hartford  January 2005 - May 2008
Fidelity Investments  April 2007 - September 2007
NBC Universal  April 2006 - September 2006

Skills
Marketing Communications, Investments, Event Planning, Series 7, Series 63, Trading, Investment Brokerage, Mutual Funds, Asset Allocation

Education
University of Hartford   2004 — 2008
Bachelor of Arts, Communication; Media, Advertising, and Journalism

University of Hartford   2004 — 2008
Bachelor of Arts (BA), Communications/Marketing

Anna Stauss Anna Stauss Greater Boston Area Details
Anna Stauss's ESSEX FINANCIAL SERVICES Experience March 1995 - March 2014
Job Project Management/Customer Service/Financial Reporting/Athletic Coaching
Industry Financial Services
Experience
Essex Financial Services   March 1995 - March 2014
Filenes  December 1993 - March 1995
MFS Investment Management  September 1989 - August 1991

Skills
CRM, Strategy, Management, Analysis, Coaching, Sales, Time Management, Customer Service, Finance, Accounting, Databases, Teamwork, Valuation, Team Building, Research

Education
Boston University
Master of Arts (MA), American History (United States) and Education

Denison University
Bachelor of Arts (BA), History

Ben Ingalls Ben Ingalls Denver, Colorado Details
Ben Ingalls's ESSEX FINANCIAL SERVICES Experience January 2012 - June 2014
Job Operations Analyst at UDR
Industry Real Estate
Experience
UDR  December 2014 - Present
Essex Financial Services   January 2012 - June 2014
Mountain-n-Plains, Inc.   February 2009 - August 2009
Grand Lake Yacht Club   June 2003 - August 2008

Skills
Real Estate, Property Management, Financial Analysis, Income Properties, Commercial Real Estate, Finance, Real Estate Acquisitions, Real Estate Development, Real Estate Financing, Investments, Portfolio Management, Real Estate Economics, Loans

Education
Daniels College of Business, University of Denver   2010 — 2011
M.B.A, Real Estate and Construction Management

Colorado State University   2005 — 2009
B.S, Real Estate/ Finance

Miles Bianco Miles Bianco Washington D.C. Metro Area Details
Miles Bianco's ESSEX FINANCIAL SERVICES Experience October 1999 - December 2006
Job Senior Program Planning & Control Analyst at Rockwell Collins
Industry Aviation & Aerospace
Experience
Rockwell Collins  March 2011 - Present
Lockheed Martin  February 2006 - February 2011
ESSEX FINANCIAL SERVICES   October 1999 - December 2006
LEGG MASON WOOD WALKER, INC  September 1998 - October 1999

Education
University of New Haven   2000 — 2005
M.B.A. - Certificate, Finance

University of Maryland College Park   1994 — 1999
Bachelor of Arts Degree, History

Sarah Laverty Sarah Laverty Greater Denver Area Details
Sarah Laverty's ESSEX FINANCIAL SERVICES Experience May 2010 - August 2010
Job Development Associate at EnviroFinance Group, LLC
Industry Real Estate
Experience
EnviroFinance Group, LLC  January 2014 - Present
Revision International  December 2011 - December 2013
Bio-Logical Capital   October 2010 - August 2013
ULI - REDI program   2011 - 2012
Essex Financial Services   May 2010 - August 2010
Main Street Power  May 2009 - August 2009
City Of Aspen, Environmental Health Dept   June 2005 - April 2008
Aspen Center for Environmental Studies  June 2004 - May 2005
Ceres, Inc.   March 2004 - May 2004

Skills
Sustainability, Non-profits, Climate Change, Environmental Awareness, Nonprofits, Energy Efficiency, Renewable Energy, Energy, Environmental Policy, Real Estate Development, Due Diligence, Strategic Planning, Analysis, Entrepreneurship, Strategy

Education
University of Colorado Boulder - Leeds School of Business   2008 — 2010
MBA, Real Estate and Finance

Bowdoin College   1999 — 2003
BA, Economics and Environmental Studies

University of Melbourne   2002 — 2002
Study abroad semester

Mt. Mansfield Winter Academy   1998 — 1999
Winter semester ski academy

Concord-Carlisle High School   1995 — 1999

Daron Bishop Daron Bishop Greater New York City Area Details
Daron Bishop's ESSEX FINANCIAL SERVICES Experience January 2011 - April 2015
Job Customer Service Representative
Industry Human Resources
Experience
Essex Financial Services   January 2011 - April 2015
University of Hartford  September 2007 - May 2010
New York Mercantile Exchange  June 2008 - August 2008
University of Hartford  September 2006 - January 2007

Education
Montclair State University   2013 — 2015
Master of Arts (M.A.)

Hofstra University   2011 — 2012
Masters

University of Hartford   2006 — 2010
Bachelor of Arts (B.A.)