ESSEX FINANCIAL SERVICES
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ESSEX FINANCIAL SERVICES Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)