Financial Architects Partners

Description

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

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Financial Architects Partners Employees

Employee
Years
Job
Industry
Adria (Addie) Chamberlain Adria (Addie) Chamberlain Greater Boston Area Details
Adria (Addie) Chamberlain's Financial Architects Partners Experience January 2009 - June 2009
Job Director of Partnerships at New Profit
Industry Philanthropy
Experience
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

Emma Hueber Emma Hueber New York, New York Details
Emma Hueber's Financial Architects Partners Experience August 2012 - May 2013
Job Media Sales Analyst
Industry Sports
Experience
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

Kelly (DiMascio) Baker, MBA Kelly (DiMascio) Baker, MBA Greater Boston Area Details
Kelly (DiMascio) Baker, MBA's Financial Architects Partners Experience May 2010 - June 2012
Job North Tide Capital
Industry Investment Management
Experience
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

Ken Knox Ken Knox Greater Boston Area Details
Ken Knox's Financial Architects Partners Experience May 2001 - September 2006
Job President, Tenzing Advisors, LLC
Industry Insurance
Experience
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

Caroline Tempesta Caroline Tempesta Cambridge, Massachusetts Details
Caroline Tempesta's Financial Architects Partners Experience January 2006 - October 2008
Job Catering Manager at Formaggio Kitchen Cambridge
Industry Food & Beverages
Experience
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

Kayla LaBonte Kayla LaBonte Greater Boston Area Details
Kayla LaBonte's Financial Architects Partners Experience June 2008 - March 2009
Job Senior Specialist, Corporate Marketing and Communications
Industry Insurance
Experience
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

Christopher Hanks Christopher Hanks Greater Boston Area Details
Christopher Hanks's Financial Architects Partners Experience February 2011 - April 2014
Job Application Developer at HeadSpin Software
Industry Computer Software
Experience
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

Jamie Worrell, JD, PRP Jamie Worrell, JD, PRP Providence, Rhode Island Area Details
Jamie Worrell, JD, PRP's Financial Architects Partners Experience 2000 - 2007
Job President, GPS Investment Advisors / Managing Director, 401(k)Advisors
Industry Investment Management
Experience
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

David Valcourt, CFP® David Valcourt, CFP® Greater Boston Area Details
David Valcourt, CFP®'s Financial Architects Partners Experience March 2008 - Present
Job Associate Vice President at Financial Architects Partners
Industry Financial Services
Experience
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

Marissa Jeffers Marissa Jeffers Hopkinton, Massachusetts Details
Marissa Jeffers's Financial Architects Partners Experience August 2011 - October 2013
Job Director of Training at Liberty Mutual Insurance
Industry Insurance
Experience
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

Ally (Barnes) Carlton-Smith Ally (Barnes) Carlton-Smith Greater Boston Area Details
Ally (Barnes) Carlton-Smith's Financial Architects Partners Experience February 2011 - June 2012
Job Editor at Student Health 101
Industry Health, Wellness and Fitness
Experience
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

Elaina Dulong Elaina Dulong Greater Boston Area Details
Elaina Dulong's Financial Architects Partners Experience June 2007 - January 2008
Job Talent Acquisition Coordinator at Sermo
Industry Human Resources
Experience
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

Kara MacDonald Kara MacDonald Greater Boston Area Details
Kara MacDonald's Financial Architects Partners Experience January 2014 - Present
Job Director, Sales and Marketing Operations at Financial Architects Partners
Industry Financial Services
Experience
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

Scott Lomes Scott Lomes Boston, Massachusetts Details
Scott Lomes's Financial Architects Partners Experience June 2014 - Present
Job CMO at Financial Architects Partners
Industry Financial Services
Experience
Financial Architects Partners   June 2014 - Present

Education
University of Denver
BS, Finance

Wesley Walker Wesley Walker New York, New York Details
Wesley Walker's Financial Architects Partners Experience March 2010 - February 2011
Job Senior Associate at Butler Burgher Group
Industry Real Estate
Experience
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

Heather Fontaine Heather Fontaine Greater Boston Area Details
Heather Fontaine's Financial Architects Partners Experience August 2013 - November 2013
Job Office Manager & HR Associate at MeYou Health
Industry Health, Wellness and Fitness
Experience
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

Jordana Flick Jordana Flick Chicago, Illinois Details
Jordana Flick's Financial Architects Partners Experience August 2011 - July 2013
Job Regional Events Manager at Bank of America
Industry Marketing and Advertising
Experience
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

jay lenaghan jay lenaghan Pembroke, Massachusetts Details
jay lenaghan's Financial Architects Partners Experience May 2014 - August 2014
Job Quinnipiac University Graduate
Industry
Experience
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

Joseph Bragdon, CFA Joseph Bragdon, CFA San Francisco Bay Area Details
Joseph Bragdon, CFA's Financial Architects Partners Experience August 2009 - Present
Job Vice President at Financial Architects Partners
Industry Financial Services
Experience
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

Karrie Gorman Karrie Gorman Douglas, Massachusetts Details
Karrie Gorman's Financial Architects Partners Experience June 2014 - Present
Job Associate, Client Service at Financial Architects Partners
Industry
Experience
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

Kelly Sennott Kelly Sennott Westwood, Massachusetts Details
Kelly Sennott's Financial Architects Partners Experience June 2012 - December 2012
Job Incoming Summer Analyst at UBS Wealth Management
Industry Financial Services
Experience
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

Mary Wulsin Mary Wulsin Greater New York City Area Details
Mary Wulsin's Financial Architects Partners Experience September 2009 - August 2011
Job Director Accounting/Finance at The Execu|Search Group
Industry Staffing and Recruiting
Experience
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

Thomas Vautour Thomas Vautour Greater Boston Area Details
Thomas Vautour's Financial Architects Partners Experience May 2010 - August 2010
Job Implementation Consultant at Hitec (Laboratories) Ltd
Industry Information Technology and Services
Experience
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

Sharon Lee Joseph Sharon Lee Joseph Boston, Massachusetts Details
Sharon Lee Joseph's Financial Architects Partners Experience June 2007 - September 2009
Job Personal & Executive Assistant
Industry Executive Office
Experience
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

Jeremy DiStefano, CFA Jeremy DiStefano, CFA Boston, Massachusetts Details
Jeremy DiStefano, CFA's Financial Architects Partners Experience 2005 - 2007
Job Senior Analyst at Lightkeeper
Industry Financial Services
Experience
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

Katie Rivollier Katie Rivollier Greater Boston Area Details
Katie Rivollier's Financial Architects Partners Experience May 2005 - June 2007
Job Student
Industry Health, Wellness and Fitness
Experience
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

Joanna Stanton Joanna Stanton Edgartown, Massachusetts Details
Joanna Stanton's Financial Architects Partners Experience August 2007 - March 2008
Job Financial Services Associate
Industry Financial Services
Experience
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

Lauren Carpenter Lauren Carpenter Boston, Massachusetts Details
Lauren Carpenter's Financial Architects Partners Experience March 2006 - September 2008
Job Director, Operations Solutions at Liberty Mutual Insurance
Industry Insurance
Experience
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

Meredith Gubitosi Meredith Gubitosi Boston, Massachusetts Details
Meredith Gubitosi's Financial Architects Partners Experience Director, New BusinessFinancial Architects PartnersJanuary 2009 - Present
Job Director, New Business at Financial Architects Partners
Industry Financial Services
Experience
Financial Architects Partners   Director, New BusinessFinancial Architects PartnersJanuary 2009 - Present

Education
University of New Hampshire   2000 — 2004
Bachelor of Arts (B.A.), Communication, General

Tracy Fitzsimmons Tracy Fitzsimmons Greater Boston Area Details
Tracy Fitzsimmons's Financial Architects Partners Experience
Job Co Chief Operating Officer at Financial Architects Partners
Industry Insurance
Experience
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

Jessica Rhodes Jessica Rhodes Boston, Massachusetts Details
Jessica Rhodes's Financial Architects Partners Experience March 2010 - Present
Job New Business; Financial Architects Partners
Industry Financial Services
Experience
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

Robin Boucher Robin Boucher Providence, Rhode Island Area Details
Robin Boucher's Financial Architects Partners Experience 1994 - 2005
Job Self Employed Insurance
Industry Insurance
Experience
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

Erin Staeger Erin Staeger Greater Seattle Area Details
Erin Staeger's Financial Architects Partners Experience June 2007 - February 2010
Job Executive Assistant at Auth0
Industry Computer Software
Experience
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

Timothy Zielinski Timothy Zielinski Greater Boston Area Details
Timothy Zielinski's Financial Architects Partners Experience May 2010 - January 2011
Job Business Development at Buildium LLC
Industry Financial Services
Experience
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

Amy Giannini Amy Giannini Boston, Massachusetts Details
Amy Giannini's Financial Architects Partners Experience December 2014 - Present
Job Senior Executive Assistant at Financial Architects Partners
Industry Insurance
Experience
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

Kenneth Masters, CFA, CLU, ChFC, AEP Kenneth Masters, CFA, CLU, ChFC, AEP Greater Boston Area Details
Kenneth Masters, CFA, CLU, ChFC, AEP's Financial Architects Partners Experience August 2007 - April 2010
Job Director of Life Insurance Design and Development at Pinnacle Financial Group
Industry Insurance
Experience
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

Lauren DiNitto Lauren DiNitto Greater Boston Area Details
Lauren DiNitto's Financial Architects Partners Experience June 2008 - Present
Job Manager, New Business at Financial Architects Partners
Industry Financial Services
Experience
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