Essex Financial Services, Inc
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Essex Financial Services, Inc Employees
Employee
Years
Job
Industry
Ryan Duffy Ryan Duffy's Essex Financial Services, Inc Experience December 2013 - February 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo August 2014 - Present
Essex Financial Services Inc December 2013 - February 2014
AXA Advisors December 2012 - August 2013
Edwards Student Housing Management Company November 2009 - October 2012
Sachems Head Association June 2008 - August 2009
KLT Oriental Rugs Trading Company June 2005 - August 2007
Skills
Series 7, Series 63, Strategic Financial..., Retirement, Retirement Planning, Life & Health Insurance..., Life Insurance, Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Portfolio Management
Education
Rochester Institute of Technology 2007 — 2011
BS, Marketing
Daniel Hand High School 2003 — 2007
Wells Fargo Advisors August 2014 - Present
Wells Fargo August 2014 - Present
Essex Financial Services Inc December 2013 - February 2014
AXA Advisors December 2012 - August 2013
Edwards Student Housing Management Company November 2009 - October 2012
Sachems Head Association June 2008 - August 2009
KLT Oriental Rugs Trading Company June 2005 - August 2007
Skills
Series 7, Series 63, Strategic Financial..., Retirement, Retirement Planning, Life & Health Insurance..., Life Insurance, Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Portfolio Management
Education
Rochester Institute of Technology 2007 — 2011
BS, Marketing
Daniel Hand High School 2003 — 2007
Andrew J. Brauer Andrew J. Brauer's Essex Financial Services, Inc Experience April 2006 - April 2009
Job Real Estate Manager With Broad Experience in Leasing, Property Management and Site Development.
Industry Real Estate
Experience
Madison Center Project Committee March 2002 - Present
Wells Fargo Bank Wealth Management June 2010 - February 2012
Essex Financial Services, Inc April 2006 - April 2009
Bank of America February 2002 - July 2005
Prudential Securities July 1999 - February 2002
CBL & Associates Properties, Inc. November 1992 - June 1999
Melrose Development January 1989 - November 1992
Skills
Real Property Leasing, Negotiation, Property Management, Tenant Relations, Construction..., Property..., Asset Management, Governmental Approvals, Public Presentations, Vendor Relations, Sales & Marketing, Customer Service, Analytical Skills, Business Development, Emotional Intelligence, Personnel Resource..., Market Research, Time Management, Relationship Building, Investment Management, Ethical Decision Making, Prospecting for New..., Problem Solving..., Training & Development, Account Management, Money Management, Keen Listener, Real Estate, Leadership, Real Estate Transactions, Public Speaking, Strategic Planning, Management, Commercial Real Estate, Investments
Education
New York University
Master of Urban Planning
Boston University
Bachelor of Arts in Urban Affairs
Madison Center Project Committee March 2002 - Present
Wells Fargo Bank Wealth Management June 2010 - February 2012
Essex Financial Services, Inc April 2006 - April 2009
Bank of America February 2002 - July 2005
Prudential Securities July 1999 - February 2002
CBL & Associates Properties, Inc. November 1992 - June 1999
Melrose Development January 1989 - November 1992
Skills
Real Property Leasing, Negotiation, Property Management, Tenant Relations, Construction..., Property..., Asset Management, Governmental Approvals, Public Presentations, Vendor Relations, Sales & Marketing, Customer Service, Analytical Skills, Business Development, Emotional Intelligence, Personnel Resource..., Market Research, Time Management, Relationship Building, Investment Management, Ethical Decision Making, Prospecting for New..., Problem Solving..., Training & Development, Account Management, Money Management, Keen Listener, Real Estate, Leadership, Real Estate Transactions, Public Speaking, Strategic Planning, Management, Commercial Real Estate, Investments
Education
New York University
Master of Urban Planning
Boston University
Bachelor of Arts in Urban Affairs
Bob Marcinek Bob Marcinek's Essex Financial Services, Inc Experience July 2013 - Present
Job Finanical Advisor at Essex Financial Services, Inc
Industry Investment Management
Experience
Essex Financial Services, Inc July 2013 - Present
Sagemark Consulting November 2001 - June 2013
Olson Mobeck, Inc July 1999 - October 2001
People's United Bank April 1996 - June 1999
Connecticut National Bank / Shawmut Bank June 1984 - December 1995
Skills
Certified Financial..., Wealth Management, Finance, Retirement Planning, Asset Allocation, Series 7, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
University of Connecticut 1976 — 1979
BA, Economics
Essex Financial Services, Inc July 2013 - Present
Sagemark Consulting November 2001 - June 2013
Olson Mobeck, Inc July 1999 - October 2001
People's United Bank April 1996 - June 1999
Connecticut National Bank / Shawmut Bank June 1984 - December 1995
Skills
Certified Financial..., Wealth Management, Finance, Retirement Planning, Asset Allocation, Series 7, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
University of Connecticut 1976 — 1979
BA, Economics
Elizabeth Marvin-Smith Elizabeth Marvin-Smith's Essex Financial Services, Inc Experience January 2013 - February 2015
Job Senior Sales Coordinator at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services February 2015 - Present
Essex Financial Services Inc. January 2013 - February 2015
Essex Financial Services Inc. September 2010 - September 2013
Planned Parenthood of Southern New England May 2009 - September 2009
Structural Graphics November 2008 - January 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Microsoft Office, Photoshop, ByAllAccounts, Morningstar, Black Diamond, Netx360, Stata, SalesLogix, Adobe Reader, Problem Solving, Quick Thinker, Quick Turnaround, Production Efficiency, Energetic Leader, Lead A Team, Management, Public Speaking, Marketing
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Wollongong 2008 — 2008
John Hancock Financial Services February 2015 - Present
Essex Financial Services Inc. January 2013 - February 2015
Essex Financial Services Inc. September 2010 - September 2013
Planned Parenthood of Southern New England May 2009 - September 2009
Structural Graphics November 2008 - January 2009
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Microsoft Office, Photoshop, ByAllAccounts, Morningstar, Black Diamond, Netx360, Stata, SalesLogix, Adobe Reader, Problem Solving, Quick Thinker, Quick Turnaround, Production Efficiency, Energetic Leader, Lead A Team, Management, Public Speaking, Marketing
Education
Gettysburg College 2006 — 2010
Bachelor of Arts (B.A.), Economics
University of Wollongong 2008 — 2008
Michael Castiello Michael Castiello's Essex Financial Services, Inc Experience July 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Essex Financial Services Inc. July 2014 - Present
Bank of America April 2010 - July 2014
Golf Galaxy February 2007 - April 2010
Skills
Sales, Relationship Management, Banking, Credit, Loans, Finance, Financial Analysis, Sales Management, Investments, Customer Satisfaction, Leadership, Management, Customer Experience, Risk Management, Financial Services, Customer Retention, Budgets
Education
University of Connecticut 2003 — 2006
Bachelor of Arts (B.A.), Economics
Embry-Riddle Aeronautical University 2002 — 2003
Essex Financial Services Inc. July 2014 - Present
Bank of America April 2010 - July 2014
Golf Galaxy February 2007 - April 2010
Skills
Sales, Relationship Management, Banking, Credit, Loans, Finance, Financial Analysis, Sales Management, Investments, Customer Satisfaction, Leadership, Management, Customer Experience, Risk Management, Financial Services, Customer Retention, Budgets
Education
University of Connecticut 2003 — 2006
Bachelor of Arts (B.A.), Economics
Embry-Riddle Aeronautical University 2002 — 2003
Brett Herter's Essex Financial Services, Inc Experience February 2009 - April 2010
Job Manager, Programmatic Strategy at Cars.com
Industry Online Media
Experience
Cars.com January 2015 - Present
Cars.com January 2013 - January 2015
Cars.com August 2012 - January 2013
Cars.com November 2011 - September 2012
Cars.com March 2011 - November 2011
Cars.com July 2010 - February 2011
Essex Financial Services, Inc February 2009 - April 2010
Global Real Estate August 2007 - December 2008
Rushford Institute May 2006 - August 2006
Skills
Salesforce.com, Social Marketing, Analytics, Digital Marketing, Sales Operations, SEM, Marketing Strategy, Online Advertising, Sales, E-commerce, Online Marketing, Email Marketing, Lead Generation, ColdFusion, Strategy, Web Analytics
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Colorado Boulder 2003 — 2007
BA, International Relations
The Hopkins School 1997 — 2003
Bond University, Robina
International Relations
High Mountain Institute
Cars.com January 2015 - Present
Cars.com January 2013 - January 2015
Cars.com August 2012 - January 2013
Cars.com November 2011 - September 2012
Cars.com March 2011 - November 2011
Cars.com July 2010 - February 2011
Essex Financial Services, Inc February 2009 - April 2010
Global Real Estate August 2007 - December 2008
Rushford Institute May 2006 - August 2006
Skills
Salesforce.com, Social Marketing, Analytics, Digital Marketing, Sales Operations, SEM, Marketing Strategy, Online Advertising, Sales, E-commerce, Online Marketing, Email Marketing, Lead Generation, ColdFusion, Strategy, Web Analytics
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Colorado Boulder 2003 — 2007
BA, International Relations
The Hopkins School 1997 — 2003
Bond University, Robina
International Relations
High Mountain Institute
Sheila Rogan384's Essex Financial Services, Inc Experience March 2015 - Present
Job Client Service Specialist
Industry Financial Services
Experience
Essex Financial Services Inc. March 2015 - Present
Agemy Financial Strategies September 2014 - December 2014
UBS Financial Services February 2012 - August 2014
Morgan Stanley Smith Barney October 1991 - February 2012
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (BA)
Essex Financial Services Inc. March 2015 - Present
Agemy Financial Strategies September 2014 - December 2014
UBS Financial Services February 2012 - August 2014
Morgan Stanley Smith Barney October 1991 - February 2012
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (BA)
Patrick Gingras's Essex Financial Services, Inc Experience June 2006 - Present
Job Financial Advisor / Vice President at Essex Financial Services Inc.
Industry Financial Services
Experience
Essex Financial Services Inc. June 2006 - Present
Education
Trinity College-Hartford 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Essex Financial Services Inc. June 2006 - Present
Education
Trinity College-Hartford 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Conor Cahill's Essex Financial Services, Inc Experience December 2014 - January 2015
Job Graduate of Bentley University
Industry Accounting
Experience
Bentley University Office of Financial Assistance & Student Employment September 2012 - May 2015
Essex Financial Services Inc. December 2014 - January 2015
GJ Sullivan Reinsurance May 2014 - September 2014
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor's degree, Accounting
Bentley University Office of Financial Assistance & Student Employment September 2012 - May 2015
Essex Financial Services Inc. December 2014 - January 2015
GJ Sullivan Reinsurance May 2014 - September 2014
Skills
Accounting, Financial Analysis, Microsoft Excel, Financial Reporting, Microsoft Office, PowerPoint, Microsoft Word
Education
Bentley University 2011 — 2015
Bachelor's degree, Accounting