Financial Architects Partners
Located in: IDS CenterAddress: 80 S 8th St # 3918, Minneapolis, MN 55402 Phone: (612) 238-3644: Place name: Category: : : : Website: : : Hours: Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Architects Partners Posting publicly on the Web Write a review Reviews Be the first to review
Financial Architects Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Architects Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Financial Architects Partners Employees
New Profit Inc. February 2013 - Present
New Profit Inc. February 2010 - January 2013
Alan Khazei's U.S. Senate Campaign September 2009 - December 2009
Financial Architects Partners January 2009 - June 2009
International Institute of Boston May 2007 - August 2007
Unitarian Universalist Association May 2007 - August 2007
Joyce & Associates, P.C. March 2003 - July 2006
McKinney & Namei, LPA February 2001 - July 2002
Skills
Microsoft Office, Salesforce.com, Basecamp, Spanish, Writing, Research, Budgeting, NGP, ArcGIS, Timeslips, Nonprofits, Strategic Planning, Public Speaking, Event Planning, Social Entrepreneurship, Leadership, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 2006 — 2008
Master of Arts (M.A.) in International Affairs;, Concentrations in Leadership Studies, Human Security Studies
University of Colorado Boulder 1996 — 2000
BA, International Affairs, Political Science
Universidad de Sevilla 1998 — 1998
National Football League August 2014 - August 2015
Empire Triathlon Club June 2013 - August 2014
Exhale Spa July 2013 - May 2014
Financial Architects Partners August 2012 - May 2013
Romano Concepts May 2009 - August 2012
The Y Group May 2011 - July 2011
Skaneateles Country Club June 2007 - August 2010
YMCA June 2009 - August 2009
Skills
Public Relations, Microsoft Excel, Basic Italian, Triathlon, Outlook, Social Media Marketing, Marketing Strategy, ACSM Certified Personal..., Spinning, PowerPoint, Marketing, Management, Training
Education
Saint Lawrence University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Fine Arts, Economics
North Tide Capital June 2012 - Present
Meridian Realty Group LLC October 2011 - 2013
Financial Architects Partners May 2010 - June 2012
TJX June 2008 - August 2008
BBDO June 2007 - August 2007
Skills
Marketing, PowerPoint, Microsoft Excel, Microsoft Office, Spanish, Marketing Communications, Research, Market Research, Public Relations, Microsoft Word, Customer Service, Business Development, Account Management, New Business Development, Sales
Education
Northeastern University - Graduate School of Business Administration 2010 — 2013
MBA, Finance & Marketing
College of the Holy Cross 2005 — 2009
Liberal Arts, Sociology and Anthropology, Cum Laude
Notre Dame Academy, Hingham 2000 — 2005
Tenzing Advisors, LLC September 2008 - Present
Knox and Company, LLC October 2006 - October 2008
Financial Architects Partners May 2001 - September 2006
Winged Keel Group July 1996 - April 2001
Connecticut Mutual September 1992 - June 1996
Mercer September 1990 - August 1992
Education
University of Rhode Island 1986 — 1990
BS, BA, Finance, French
Institut europeen des Hautes Etudes, Nice, France 1988 — 1989
University of Nice, Nice, France 1988 — 1989
Formaggio Kitchen Cambridge September 2012 - Present
Vail Farmer's Market May 2009 - May 2011
Vail, Colorado October 2008 - May 2011
Vail Resorts November 2008 - April 2009
Financial Architects Partners January 2006 - October 2008
Carol Williams Catering May 1999 - December 2004
Skills
Catering, Food & Beverage, Menu Development, Food, Food Service, Restaurants, Banquets, Hospitality, Food Safety, Culinary Skills, Hospitality Management, Restaurant Management, Fine Dining, Hospitality Industry, Hotels, HACCP, Cooking, Customer Service, Event Management, Inventory Management, Event Planning
Education
Le Cordon Bleu College of Culinary Arts 2011 — 2012
Colby College 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
MAPFRE Insurance January 2015 - Present
Conning February 2013 - January 2015
Conning March 2011 - February 2013
Conning June 2009 - March 2011
Financial Architects Partners June 2008 - March 2009
Millward Brown September 2007 - May 2008
Conning May 2007 - August 2007
BPA Worldwide September 2006 - May 2007
Skills
Excel, Customer Relations, Market Research, Insurance, Microsoft Office, Word, Marketing Strategy, PowerPoint, Access, Customer Service, Online Marketing, Marketing Communications, Advertising, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Data Analysis, Business Analysis, Marketing, Research, Analysis, Financial Analysis, Leadership, Analytics, Social Media, Management, Strategic Planning, Sales, Public Speaking
Education
The University of Connecticut School of Business 2010 — 2012
MBA, Finance and Marketing
Fairfield University 2004 — 2008
BS, Finance and Marketing
HeadSpin Software April 2014 - Present
Financial Architects Partners February 2011 - April 2014
Steamboat Wharf Marina June 2007 - August 2009
Skills
ASP.NET MVC, VB.NET, CSS, HTML, JavaScript, C#, Microsoft Office, Web Applications, Software Engineering, Agile Methodologies, ASP.NET, Software Design
Education
Saint Michael's College 2006 — 2010
Information Systems
Boston College High School 2002 — 2006
GPS Investment Advisors, LLC February 2007 - Present
401(k) Advisors 2008 - Present
RI Commodores 2009 - 2014
Neighborhood Health Plan of Rhode Island 2005 - 2013
Blithewold 2001 - 2007
Financial Architects Partners 2000 - 2007
John Hancock Funds 1993 - 2000
Skills
Fiduciary Liability..., Investment Advisory, Vendor RFP..., Employee Education, Retirement Planning, Securities, Retirement, Analysis, Series 7, Wealth Management, Investments, Employee Benefits, 401k, Mutual Funds, Asset Managment, Asset Management
Education
Suffolk University Law School 1993 — 1997
Juris Doctor
Connecticut College 1985 — 1989
B.A., History/Hispanic Studies
Moses Brown 1980 — 1985
High School
Financial Architects Partners March 2008 - Present
Skills
Insurance, Market Research, PowerPoint, Marketing Communications, Microsoft Excel, Outlook, Microsoft Word, Marketing Strategy, Microsoft Office, Research, Strategic Financial..., Analysis, Strategic Planning, Management, Financial Services, Financial Analysis, Investments
Education
Boston University 2011 — 2012
Professional Certificate, Financial Planning
Merrimack College 2005 — 2007
BS, Mathematics
Liberty Mutual Insurance October 2014 - Present
Liberty Mutual Insurance December 2013 - October 2014
Financial Architects Partners August 2011 - October 2013
Financial Architects Partners September 2010 - July 2011
Sun Life Financial August 2009 - August 2010
Sun Life Financial March 2007 - August 2009
Sunlife Financial March 2004 - March 2007
Sun Life Financial November 2000 - March 2004
Skills
Insurance, Securities, Training, Project Management, Financial Services, Software Documentation, Instructional Design, Organizational..., Product Development, Call Centers, Customer Service, Process Improvement, Relationship Management, Performance Management, Life Insurance, Wealth Management, Public Speaking, Training Delivery, Leadership Development, Analysis, Employee Benefits, Retirement, Business Analysis, Coaching, Business Process, Management, Sales, Team Building, Recruiting
Education
Suffolk University - Sawyer Business School 2004 — 2007
MBA, Organizational Behavior
Assumption College 1995 — 1999
BS, Psychology
Holliston High School 1991 — 1995
Student Health 101, High School Edition August 2014 - Present
Tufts University School of Medicine, Department of Public Health and Community Medicine September 2012 - August 2014
Harvard School of Public Health/Dana-Farber Cancer Institute January 2014 - May 2014
Tufts University School of Medicine June 2012 - September 2012
Financial Architects Partners February 2011 - June 2012
FlipKey by Trip Advisor November 2010 - February 2011
Berkeley Convention & Visitors Bureau February 2010 - June 2010
Global Brigades (501c3 Non-Profit) July 2009 - April 2010
CCS Inc July 2009 - August 2009
Creative Rolls July 2009 - July 2009
Skills
Health Communication, Health Writing, Public Health, health behavior change, Medical Writing, Public Relations, Project Management, Marketing, Writing, Editing, Research, Copywriting, Social Media, Public Speaking, Non-profits, Community Outreach, Market Research, Spanish, Marketing Communications, Portfolio Management, Microsoft Office, Customer Service, Recruiting, Product Promotion, Marketing Strategy, Sales, Press Releases, Fundraising, Management, Nonprofits
Education
Tufts University School of Medicine 2012 — 2014
Master's Degree, Health Communication
San Diego State University-California State University
BA, Communication, Anthropology
Sermo May 2008 - January 2009
Financial Architects Partners June 2007 - January 2008
Boston Health Care and Research Training Institute April 2006 - May 2007
Regis College June 2004 - April 2006
Education
Emmanuel College 2000 — 2004
BA, Health & Counseling Psychology, Philosophy
Financial Architects Partners January 2014 - Present
Financial Architects Partners August 2011 - August 2013
Financial Architects Partners August 2008 - August 2011
Private Residence June 2007 - July 2008
Skills
Outlook, PowerPoint, Marketing, Event Planning, Microsoft Excel, Multi Tasking, Team Building, Customer Service, Contract Negotiation, Public Speaking, Microsoft Word, Analysis, Microsoft Office, Market Research, CRM, Project Planning, Event Management, Marketing Communications, Marketing Strategy, Social Media, Salesforce.com, Recruiting, Management, Analytics, Leadership, Research, Communication
Education
University of Massachusetts, Amherst 2003 — 2007
BA, Communications, Marketing
Financial Architects Partners June 2014 - Present
Education
University of Denver
BS, Finance
BBG-Butler Burgher Group June 2013 - Present
BST Global September 2011 - May 2013
John Hancock Investments February 2011 - August 2011
Financial Architects Partners March 2010 - February 2011
Skills
Strategic Planning, Business Development, Management Consulting, Microsoft Excel, Real Estate, Analysis, Marketing Strategy, Strategy, Business Strategy, Entrepreneurship, Analytics
Education
Harvard University 2005 — 2009
Bachelor of Arts (B.A.), Economics
MeYou Health September 2014 - Present
Centerline Communications LLC November 2013 - September 2014
Smokey Bones Bar & Fire Grill September 2009 - July 2014
Financial Architects Partners August 2013 - November 2013
Linnane Insurance Agency, Inc. September 2012 - August 2013
StudyPoint May 2013 - July 2013
Sittercity May 2011 - November 2012
Skills
Recruiting, Data Entry, Training, Microsoft Office, Google Docs, Time Management, Receptionist Duties, Customer Service, Office Administration, Microsoft Excel, Screening Resumes, Cash Management, Billing Process, Outlook, Event Planning, Social Networking, PowerPoint, Microsoft Word, Staff Supervision, LinkedIn Recruiter, Gmail, Payroll, Office Management, Management, Mail Sorting, Phone Screening, Billing Solutions, AMS360, Job Search Strategies, Hard to Fill Positions, POS systems, Onboarding, Employee Benefits, Oracle, Accounts Payable &..., Account Reconciliation
Education
University of Massachusetts at Lowell 2009 — 2013
Bachelor of Science (BS), Business Administration- Management
Framingham State College 2007 — 2009
Business Administration and Management, General
Attleboro High School 2003 — 2007
High School Diploma
Bank of America November 2013 - Present
Financial Architects Partners August 2011 - July 2013
J.Crew July 2011 - January 2012
Colby College September 2008 - May 2011
Hospitality Homes June 2010 - August 2010
Rencontre Africaine pour la Défense des Droits de l'Homme (RADDHO) January 2010 - May 2010
Skills
Event Planning, Destination Management..., Travel Planning, Prospect Research, Business Development, WebEx, Constant Contact, Research, Non-profits, Public Speaking, Fundraising, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Community Outreach, Microsoft Word, Microsoft Publisher, French, Spanish, Outlook, Raiser's Edge, Sales, Concur, Egencia, Travel Management, Facebook, Event Management
Education
Colby College 2007 — 2011
BA, French, Anthropology
Council on International Educational Exchange (CIEE): Dakar, Senegal 2010 — 2010
Study Abroad Program, Peace Studies and Conflict Resolution
Palmer Trinity School 2003 — 2007
High School Diploma
NEPC, LLC September 2015 - Present
Financial Architects Partners May 2014 - August 2014
Education
Quinnipiac University 2011 — 2015
Bachelor’s Degree, Finance
Thayer Academy 2004 — 2011
High School
Financial Architects Partners August 2009 - Present
Brown Brothers Harriman November 2008 - August 2009
Aegis Media February 2008 - August 2008
Skills
Financial Modeling, Microsoft Office, Accounting, Banking, Insurance, Excel, PowerPoint, Financial Management, Marketing Presentations, Marketing, High Net Worth Insurance, High Net Worth..., Loans, Estate Planning, Alternative Investments, Analysis, Management, Forecasting, Corporate Finance, Microsoft Excel, Finance
Education
Northeastern University
BSIB, International Business/Finance
Reims Management School
International Finance
Financial Architects Partners June 2014 - Present
Nichols College September 2013 - Present
Nichols College July 2013 - Present
Nichols College September 2012 - Present
Nichols College September 2012 - Present
Nichols College September 2011 - Present
W Hotels January 2010 - May 2011
Skills
Teamwork, Data Analysis, Microsoft Office, Facebook, Teaching, Social Media, Research, Student Affairs, Community Outreach, Event Management, Time Management, Program Management, Customer Service, Tutoring, Critical Thinking, Higher Education, QuickBooks, Social Networking, Event Planning, Microsoft Excel, Leadership, Policy, Economics, Public Speaking, PowerPoint, Sales, Student Development, Microsoft Word, Statistics, Blogging
Education
Nichols College 2011 — 2014
Bachelor of Arts (B.A.), Economics, 3.92
Douglas high school
UBS Wealth Management June 2015 - August 2015
Boston College Investment Office April 2013 - May 2015
UBS Wealth Management March 2014 - August 2014
Unitiques™ September 2013 - May 2014
Financial Architects Partners June 2012 - December 2012
Suffolk County District Attorney's Office June 2011 - August 2012
Victim Rights Law Center June 2011 - August 2011
United Way of Massachusetts Bay June 2010 - August 2010
Skills
Social Media, Research, Bloomberg, Proofreading, Microsoft Excel, Marketing Strategy, Community Outreach, Digital Photography, Photoshop, Blogging, Organization, PowerPoint, Adobe Acrobat, Outlook, Microsoft Word
Education
Boston College 2012 — 2016
Bachelor's degree, Economics and History
Westwood High Scool 2008 — 2012
The ExecuSearch Group September 2011 - Present
Financial Architects Partners September 2009 - August 2011
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Seven Hills School
Hitec (Laboratories) Ltd November 2012 - Present
Holland America Line August 2011 - November 2012
Azuki Systems September 2011 - November 2011
Parametric Technology Corporation April 2011 - June 2011
Boston College Career Center September 2007 - May 2011
Financial Architects Partners May 2010 - August 2010
WCAC-TV May 2007 - August 2010
Blue Sky Sports & Entertainment January 2010 - March 2010
Silver Bridge Advisors LLC June 2008 - January 2009
Skills
Access, Mac OS X, PowerPoint, Microsoft Excel, Windows, Microsoft Word, HTML, Dreamweaver, Photoshop, Visual Basic, Final Cut Pro, Java, Microsoft SQL Server, Web Design, OS X, Blogging, Databases
Education
Boston College 2007 — 2011
Bachelor of Science, Information System & Computer Science
Staff InSight January 2012 - Present
Acoustic Technology, Inc. (ATI Systems) July 2011 - November 2011
Financial Architects Partners June 2007 - September 2009
Massachusetts General Hospital February 2004 - February 2007
Manulife Financial May 1999 - August 2003
Skills
Public Speaking, Outlook, Management, PowerPoint, Event Planning, Social Media, Public Relations, Microsoft Excel, Microsoft Office, Microsoft Word, Fundraising, Event Management, Marketing, Marketing Communications, Social Media Marketing, Customer Service, Research, Nonprofits
Education
Northeastern University 2008 — 2009
Master of Science in Corporate and Organizational Communication, Communications
Northeastern University 2005 — 2007
BS in Leadership, Business Administration, Management and Operations
Katharine Gibbs
A.S., Business Administration
Lightkeeper LLC January 2015 - Present
Income Research & Management May 2007 - December 2014
Financial Architects Partners 2005 - 2007
Skills
Bloomberg, Fixed Income, Asset Allocation, Trading Systems, Equity Trading, Mutual Funds, Investment Management, SQL, Data Warehousing, Bonds, Securities, Asset Management, SDLC, SSIS, ETL, Requirements Gathering, T-SQL, AIX, Salesforce.com, Siebel, Business Intelligence, Asset Managment, Microsoft Excel, Stored Procedures, Business Requirements, Process Modeling, Data Modeling, Analytics, PowerPivot, Big Data, Bloomberg Data License, Barclays Point, Portia, Latent Zero, XML, TFS, Python, jQuery, CSS, .NET
Education
Bentley University 1997 — 2001
BS, Computer and Information Sciences, General
Middlesex University 2000 — 2000
The Bridgespan Group June 2007 - August 2008
Financial Architects Partners May 2005 - June 2007
Education
Denison University 1999 — 2003
The University of Queensland 2001 — 2002
Vineyard Tax Matters Inc. December 2014 - Present
GW Financial, LLC December 2010 - July 2011
Financial Architects Partners August 2007 - March 2008
MassMutual/Boston Agency January 2006 - August 2007
Gentry Partners Ltd April 2005 - December 2005
MassMutual/Boston Agency January 2000 - April 2005
Skills
Insurance, Portfolio Management, Leadership, Management, Customer Service, Sales, Marketing, Series 7, Investments, Strategic Planning, Retirement Planning, Financial Planning
Education
Northwestern University - Kellogg School of Management 2004 — 2004
EXECUTIVE PROGRAM MASSMUTUAL MARKETING, MARKETING FOR GENERAL AGENTS MASSMUTUAL
University of Massachusetts Boston 1995 — 2000
Bachelors, Political Science Minor- Business Management
Spanish American Institute - University of Wisconsin- Platteville 1998 — 1999
Elective Credit B.A., Spanish Studies
Liberty Mutual Insurance November 2014 - Present
Liberty Mutual Insurance March 2014 - November 2014
Liberty Mutual Insurance June 2012 - March 2014
par8o October 2011 - May 2012
Sermo March 2011 - October 2011
Sermo October 2008 - March 2011
Financial Architects Partners March 2006 - September 2008
Skills
Leadership, Analytics, Project Management, Business Process..., Business Process..., Financial Modeling, Strategy
Education
Princeton University 2001 — 2005
A.B., Art & Archaeology
Financial Architects Partners Director, New BusinessFinancial Architects PartnersJanuary 2009 - Present
Education
University of New Hampshire 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
Financial Architects Partners
Education
Boston University 2002 — 2004
Master of Business Administration (M.B.A.)
University of New Hampshire 1980 — 1984
Bachelor’s Degree, Mathematics
Financial Architects Partners March 2010 - Present
Bella Sante October 2008 - January 2010
Teresa Lee Photography February 2008 - September 2008
Education
University of Colorado at Colorado Springs
B.S., Communications with emphasis in Media Management
Retired July 2014 - Present
New England DI Center - Ameritas Life Ins Corp April 2012 - June 2014
Brokers' Service Marketing Group April 2005 - December 2010
Financial Architects Partners 1994 - 2005
Skills
Customer Service, Microsoft Office, Outlook, Customer Relations, Insurance, Underwriting, Administration, Disability Insurance, Term Life Insurance, Long-term Care, Fixed Annuities, Whole Life, Retirement Planning, Retirement, Life Insurance, Employee Benefits, Small Business, Long Term Care Insurance
Education
Colby-Sawyer College
Auth0 April 2015 - Present
Taiyo Pacific Partners July 2013 - April 2015
Valiant Capital Partners March 2010 - January 2013
Financial Architects Partners June 2007 - February 2010
Vitale, Caturano, & Company December 2006 - March 2007
RINET Company, LLC February 2004 - July 2006
Camp Dresser & McKee, Inc. April 2002 - February 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Research, Strategic Planning, Accounting, Financial Modeling, Investments, Event Planning
Education
University of Northern Colorado 1999 — 2001
BA, Accounting
Colorado State University 1996 — 1999
Business Administration and Management
Buildium LLC April 2015 - Present
Jones Lang LaSalle June 2013 - April 2015
Jones Lang LaSalle June 2012 - August 2012
The Bulfinch Group May 2011 - July 2012
Financial Architects Partners May 2010 - January 2011
Boston Scientific May 2009 - June 2009
Skills
PowerPoint, Microsoft Office, Strategic Financial..., Microsoft Excel, Estate Planning, Microsoft Word, Public Speaking, Event Planning, Marketing, Analysis, Real Estate Development, Finance, Management, Risk Management, Asset Management, Due Diligence
Education
Gettysburg College 2009 — 2013
Bachelor's degree, Organization and Management Studies
Financial Architects Partners December 2014 - Present
Financial Architects Partners December 2013 - December 2014
Jackrabbit Design October 2012 - November 2013
Primacy (Formerly Acsys Interactive) January 2012 - August 2012
Acsys Interactive, Inc November 2010 - January 2012
Town of West Hartford May 2004 - November 2010
Tracy Matthews Designs, Inc February 2007 - October 2007
Skills
Microsoft Office, QuickBooks, Accounts Receivable, Management, PowerPoint, Microsoft Excel, Budgets, Social Media, Invoicing, Social Media Marketing, Web Development
Education
Southern Connecticut State University
Bachelor of Arts, Studio Art; Painting
University of Pittsburgh
Pinnacle Financial Group April 2010 - Present
Financial Architects Partners August 2007 - April 2010
The Coyle Company January 2006 - August 2007
Sun Life Financial November 2004 - December 2005
AXA Advisors September 2002 - October 2004
Skills
Retirement, Life Insurance, Insurance, Succession Planning, Wealth, Private Placements
Education
McGill University 1996 — 2000
Bachelor of Commerce, Finance
Financial Architects Partners June 2008 - Present
Skills
Insurance, Microsoft Excel, Marketing, PowerPoint, Event Planning, Customer Service, Market Research, Marketing Communications, Microsoft Office, Outlook, Microsoft Word, Analysis
Education
Bryant University 2004 — 2008
BA, Business Administration and Management, General