Financial Compass Group
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Financial Compass Group Employees
Employee
Years
Job
Industry
Keegan Haynes Keegan Haynes's Financial Compass Group Experience May 2011 - October 2011
Job Legal Intern at TSystems
Industry Law Practice
Experience
T-Systems June 2013 - May 2015
ELR Legal Search June 2012 - August 2012
Financial Compass Group May 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Outlook, Customer Service, Teamwork, Leadership, Time Management, Data Analysis, Management, Marketing
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics and Finance
Semester at sea 2010 — 2010
T-Systems June 2013 - May 2015
ELR Legal Search June 2012 - August 2012
Financial Compass Group May 2011 - October 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Research, Public Speaking, Outlook, Customer Service, Teamwork, Leadership, Time Management, Data Analysis, Management, Marketing
Education
New York Law School 2012 — 2015
Doctor of Law (J.D.)
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics and Finance
Semester at sea 2010 — 2010
Christian Borrelli Christian Borrelli's Financial Compass Group Experience September 2012 - December 2012
Job Financial Analyst at TIBCO Software Inc.
Industry Information Technology and Services
Experience
TIBCO Software Inc. April 2015 - Present
EMC July 2013 - April 2015
Egon Zehnder April 2013 - June 2013
Apple Inc. November 2010 - April 2013
Financial Compass Group September 2012 - December 2012
Skills
OS X, Mac, Microsoft Office, Financial Analysis, Morningstar, SAP, Microsoft Excel, Corporate FP&A, Revenue Analysis, Profit Margins, Revenue Recognition, Standard Costs, Essbase, Access, Financial Modeling
Education
Bentley University 2010 — 2013
Bachelor's degree, Economics-Finance, Cum Laude
TIBCO Software Inc. April 2015 - Present
EMC July 2013 - April 2015
Egon Zehnder April 2013 - June 2013
Apple Inc. November 2010 - April 2013
Financial Compass Group September 2012 - December 2012
Skills
OS X, Mac, Microsoft Office, Financial Analysis, Morningstar, SAP, Microsoft Excel, Corporate FP&A, Revenue Analysis, Profit Margins, Revenue Recognition, Standard Costs, Essbase, Access, Financial Modeling
Education
Bentley University 2010 — 2013
Bachelor's degree, Economics-Finance, Cum Laude
Robert DeSantis's Financial Compass Group Experience September 2015 - Present
Job Finance Intern at Financial Compass Group
Industry Financial Services
Experience
Financial Compass Group September 2015 - Present
Bentley University August 2013 - Present
Boston Duck Tours April 2015 - Present
Boston Duck Tours, LP May 2014 - August 2014
Malden Public Schools System December 2013 - March 2014
BJ's Wholesale Club March 2013 - March 2014
Pillars of Wall Street November 2013 - November 2013
Malden City Hall June 2012 - August 2012
Skills
Research, Public Speaking, Spanish, Public Relations, Investments, Finance, Microsoft Excel, Time Management, Management, Financial Analysis
Education
Bentley University 2013 — 2017
Accountancy
Mystic Valley Regional Charter High School 2009 — 2013
International Baccalaureate Diploma Recipient
Financial Compass Group September 2015 - Present
Bentley University August 2013 - Present
Boston Duck Tours April 2015 - Present
Boston Duck Tours, LP May 2014 - August 2014
Malden Public Schools System December 2013 - March 2014
BJ's Wholesale Club March 2013 - March 2014
Pillars of Wall Street November 2013 - November 2013
Malden City Hall June 2012 - August 2012
Skills
Research, Public Speaking, Spanish, Public Relations, Investments, Finance, Microsoft Excel, Time Management, Management, Financial Analysis
Education
Bentley University 2013 — 2017
Accountancy
Mystic Valley Regional Charter High School 2009 — 2013
International Baccalaureate Diploma Recipient
Jason LaVardera's Financial Compass Group Experience December 2010 - April 2011
Job Analyst at Torchlight Investors
Industry Financial Services
Experience
Torchlight Investors 2014 - Present
BNY Mellon September 2012 - June 2014
TPW Financial June 2011 - September 2011
Financial Compass Group December 2010 - April 2011
Dean of the McCallum Graduate School of Business September 2008 - May 2009
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Wealth Management, Portfolio Management, Fixed Income, Microsoft Office Suite, Morningstar, Thompson Investment View, Peachtree, Chrystal Ball, QuickBooks, Investment Banking, Hedge Funds, Alternative Investments, Financial Planning, Microsoft Office
Education
Bentley University 2008 — 2012
Torchlight Investors 2014 - Present
BNY Mellon September 2012 - June 2014
TPW Financial June 2011 - September 2011
Financial Compass Group December 2010 - April 2011
Dean of the McCallum Graduate School of Business September 2008 - May 2009
Skills
Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Retirement, Fixed Annuities, Securities, Equities, Financial Analysis, Wealth Management, Portfolio Management, Fixed Income, Microsoft Office Suite, Morningstar, Thompson Investment View, Peachtree, Chrystal Ball, QuickBooks, Investment Banking, Hedge Funds, Alternative Investments, Financial Planning, Microsoft Office
Education
Bentley University 2008 — 2012
Derek Goodwin's Financial Compass Group Experience May 2013 - March 2014
Job Credit Risk Associate at KPMG
Industry Financial Services
Experience
KPMG US July 2015 - Present
Federal Deposit Insurance Corporation May 2014 - August 2014
Financial Compass Group May 2013 - March 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Financial Analysis, SPSS, Morningstar, DST, Data Analysis, Finance
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Champlain Valley Union High School 2007 — 2011
KPMG US July 2015 - Present
Federal Deposit Insurance Corporation May 2014 - August 2014
Financial Compass Group May 2013 - March 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Bloomberg, Financial Analysis, SPSS, Morningstar, DST, Data Analysis, Finance
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, Magna Cum Laude
Champlain Valley Union High School 2007 — 2011
Adam Gentile's Financial Compass Group Experience June 2015 - Present
Job Finance Intern at Massachusetts Life Sciences Center
Industry Financial Services
Experience
Massachusetts Life Sciences Center September 2015 - Present
Financial Compass Group June 2015 - Present
LPL Financial December 2014 - January 2015
Comfort Windows June 2012 - August 2014
Pillars of Wall Street February 2014 - 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Finance, Investments, Teamwork, PowerPoint, Leadership, Time Management, Outlook, Public Speaking, Management, Customer Service
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance Minor: Law, Current Cumulative GPA: 3.65
Bond University 2014 — 2014
Finance/Law
Charles W. Baker High School 2009 — 2012
High School Diploma, Cumulative GPA: 4.0
Massachusetts Life Sciences Center September 2015 - Present
Financial Compass Group June 2015 - Present
LPL Financial December 2014 - January 2015
Comfort Windows June 2012 - August 2014
Pillars of Wall Street February 2014 - 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Finance, Investments, Teamwork, PowerPoint, Leadership, Time Management, Outlook, Public Speaking, Management, Customer Service
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.), Finance Minor: Law, Current Cumulative GPA: 3.65
Bond University 2014 — 2014
Finance/Law
Charles W. Baker High School 2009 — 2012
High School Diploma, Cumulative GPA: 4.0
Alec Russell's Financial Compass Group Experience May 2012 - August 2012
Job Financial Markets Group Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - July 2014
Bentley University Writing Center September 2010 - May 2013
Financial Compass Group May 2012 - August 2012
Greenwich Bank & Trust, NA August 2011 - August 2011
Tradition Financial Services June 2011 - July 2011
Innis Arden Golf Club May 2005 - September 2010
Skills
Word, PowerPoint, and..., Morningstar, Spanish, Entrepreneurship, Mandarin, Bloomberg Certified, Datastream, Stata, Factset, @Risk, SAP Business Suite, Project Model, Economics, Market Research, Bloomberg, SAP SRM, PowerPoint, Microsoft Excel, SPSS, Data Analysis, Bloomberg Terminal, Facebook
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance, 3.84 GPA
Universitat Pompeu Fabra 2011 — 2011
CFA Institute
Passed Level III of the CFA Program
Greenwich High School
2009 Graduate
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - July 2014
Bentley University Writing Center September 2010 - May 2013
Financial Compass Group May 2012 - August 2012
Greenwich Bank & Trust, NA August 2011 - August 2011
Tradition Financial Services June 2011 - July 2011
Innis Arden Golf Club May 2005 - September 2010
Skills
Word, PowerPoint, and..., Morningstar, Spanish, Entrepreneurship, Mandarin, Bloomberg Certified, Datastream, Stata, Factset, @Risk, SAP Business Suite, Project Model, Economics, Market Research, Bloomberg, SAP SRM, PowerPoint, Microsoft Excel, SPSS, Data Analysis, Bloomberg Terminal, Facebook
Education
Bentley University 2009 — 2013
Bachelor of Science, Economics-Finance, 3.84 GPA
Universitat Pompeu Fabra 2011 — 2011
CFA Institute
Passed Level III of the CFA Program
Greenwich High School
2009 Graduate
Nick Gower Nick Gower's Financial Compass Group Experience October 2011 - April 2012
Job Investment Analyst at John Hancock
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
John Hancock Life Insurance Company (U.S.A.) June 2012 - Present
Financial Compass Group October 2011 - April 2012
Preston Todd Advisors September 2011 - November 2011
The Hartford May 2011 - August 2011
Mount Snow December 2009 - January 2011
Hedge Solutions, Inc. 2010 - 2010
Skills
Capital Markets, Credit Analysis, Investments, Financial Modeling, Financial Analysis, Accounting, Bloomberg, Equities, Portfolio Management, Management, Finance, Microsoft Excel
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Corporate Finance & Accounting, Ethics & Social Responsibility, Cum Laude
Bond University 2010 — 2010
Study Abroad Program, Corporate Finance & Accounting
Jen Hillis's Financial Compass Group Experience March 2009 - Present
Job Operations Manager at FCG
Industry Financial Services
Experience
Financial Compass Group March 2009 - Present
Education
Skidmore College 1992 — 1996
Financial Compass Group March 2009 - Present
Education
Skidmore College 1992 — 1996
Don G Walters's Financial Compass Group Experience January 1988 - Present
Job Owner/Enrolled Agent at Financial Compass Group
Industry Accounting
Experience
Financial Compass Group January 1988 - Present
Playmate Resorts May 1985 - January 1988
Skills
Tax Preparation, Quickbooks, Income Tax, IRS, Bookkeeping, Tax, Financial Reporting, Payroll Processing, Payroll, Tax Compliance, Tax Returns, Small Business, Tax Accounting, Sales Tax, Budgeting, General Ledger, Corporate Tax, Tax Research, Excel, Management Consulting, Accounting, QuickBooks, Estate Tax Planning, Partnership Taxation, Account Reconciliation, Tax Law, IRS Enrolled Agent, Budgets, Preparation, Gift Tax, Microsoft Excel, Accountants, Tax Advisory, Business, Auditing, Financial Statements, Strategic Financial...
Education
Strayer University-Maryland 1969 — 1970
Computers
Riverside City College 1967 — 1969
AA, Accounting/Business
Financial Compass Group January 1988 - Present
Playmate Resorts May 1985 - January 1988
Skills
Tax Preparation, Quickbooks, Income Tax, IRS, Bookkeeping, Tax, Financial Reporting, Payroll Processing, Payroll, Tax Compliance, Tax Returns, Small Business, Tax Accounting, Sales Tax, Budgeting, General Ledger, Corporate Tax, Tax Research, Excel, Management Consulting, Accounting, QuickBooks, Estate Tax Planning, Partnership Taxation, Account Reconciliation, Tax Law, IRS Enrolled Agent, Budgets, Preparation, Gift Tax, Microsoft Excel, Accountants, Tax Advisory, Business, Auditing, Financial Statements, Strategic Financial...
Education
Strayer University-Maryland 1969 — 1970
Computers
Riverside City College 1967 — 1969
AA, Accounting/Business
Bill Coffey's Financial Compass Group Experience July 2014 - Present
Job Client Service Administrator
Industry Financial Services
Experience
Financial Compass Group July 2014 - Present
New York Life Insurance Company May 2013 - July 2014
Nichols College January 2006 - December 2012
Boston Red Sox 1998 - 2004
Skills
Athletics, Sports Management, Leadership, Injury Prevention, Strength & Conditioning, Event Planning, Baseball, PowerPoint, Microsoft Office, Sports Medicine, 401(k) rollovers, Annuity Sales, Licensed Life Insurance..., Asset Protection, Retirement Planning, Small Business, Intercollegiate..., Performance Enhancement, Sports Marketing
Education
Bridgewater State College 1990 — 1994
Bachelor of Science (BS), Phys Educ with concentration in Athletic Training
Financial Compass Group July 2014 - Present
New York Life Insurance Company May 2013 - July 2014
Nichols College January 2006 - December 2012
Boston Red Sox 1998 - 2004
Skills
Athletics, Sports Management, Leadership, Injury Prevention, Strength & Conditioning, Event Planning, Baseball, PowerPoint, Microsoft Office, Sports Medicine, 401(k) rollovers, Annuity Sales, Licensed Life Insurance..., Asset Protection, Retirement Planning, Small Business, Intercollegiate..., Performance Enhancement, Sports Marketing
Education
Bridgewater State College 1990 — 1994
Bachelor of Science (BS), Phys Educ with concentration in Athletic Training
Kyle Blaker's Financial Compass Group Experience September 2011 - December 2011
Job Credit Analyst Intern
Industry Oil & Energy
Experience
Mint Energy January 2012 - Present
Financial Compass Group September 2011 - December 2011
Summit Capital June 2011 - August 2011
Chapter 58 May 2010 - August 2010
Skills
Morningstar, Microsoft Office, Excel, Word, Access, Investments, Financial Planning, Accounting
Education
Bentley University 2008 — 2012
Bachelor of Applied Science (BASc), Economics-Finance
Mint Energy January 2012 - Present
Financial Compass Group September 2011 - December 2011
Summit Capital June 2011 - August 2011
Chapter 58 May 2010 - August 2010
Skills
Morningstar, Microsoft Office, Excel, Word, Access, Investments, Financial Planning, Accounting
Education
Bentley University 2008 — 2012
Bachelor of Applied Science (BASc), Economics-Finance
Peter Sciore's Financial Compass Group Experience October 2012 - May 2013
Job Analyst at Global Atlantic Financial Group
Industry Insurance
Experience
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited June 2013 - August 2013
Financial Compass Group October 2012 - May 2013
Skills
Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance
University of San Diego 2010 — 2011
Marlborough High School
Global Atlantic Financial Group Limited June 2014 - Present
Global Atlantic Financial Group Limited June 2013 - August 2013
Financial Compass Group October 2012 - May 2013
Skills
Microsoft Excel
Education
Bentley University 2011 — 2014
Bachelor of Science (B.S.), Finance
University of San Diego 2010 — 2011
Marlborough High School
Eric Vargas's Financial Compass Group Experience September 2014 - Present
Job Intern at Financial Compass Group
Industry Financial Services
Experience
Financial Compass Group September 2014 - Present
Philips 2015 - 2015
Winchester Investment Security May 2012 - July 2012
Providence Country Day School April 2012 - June 2012
Brown University Hockey Team May 2011 - August 2011
Skills
SPSS, Bloomberg Software, Microsoft Office, Process Modeling, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word
Education
Bentley University 2011 — 2015
Major: Economics Finance, Minor: United States History
Financial Compass Group September 2014 - Present
Philips 2015 - 2015
Winchester Investment Security May 2012 - July 2012
Providence Country Day School April 2012 - June 2012
Brown University Hockey Team May 2011 - August 2011
Skills
SPSS, Bloomberg Software, Microsoft Office, Process Modeling, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word
Education
Bentley University 2011 — 2015
Major: Economics Finance, Minor: United States History