Financial Northeastern Companies
Industry: Company
DescriptionFounded: 1984 Parent organization: ING GroupFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportFinancial Northeastern CompaniesWebsiteDirections Saved (0) Saved Save Finance broker in Fairfield, New Jersey Address: 100 Passaic Ave, Fairfield, NJ 07004 Phone: (800) 362-4141: Place name: Website: Category: : : : : : Hours: Website: http://financialnortheastern.com/ Category: Finance broker 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. 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 Northeastern Companies Posting publicly on the Web Write a review Reviews Be the first to review
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Financial Northeastern Companies Employees
Employee
Years
Job
Industry
Thomas Murray Thomas Murray's Financial Northeastern Companies Experience May 2007 - January 2009
Job Division Director | Assistant Vice President Direct Hire at Robert Half Technology
Industry Staffing and Recruiting
Experience
Robert Half Technology May 2015 - Present
Luminous Decor 2010 - Present
Robert Half Technology December 2013 - April 2015
Robert Half Technology June 2013 - December 2013
Robert Half Technology February 2013 - June 2013
Robert Half Technology February 2012 - February 2013
Financial Northeastern Companies May 2007 - January 2009
South Seas Furniture May 2004 - May 2007
Skills
Networking, Recruiting, Staffing Services, Information Technology, Interviews, Consulting, Training, Screening Resumes, System Administration, Benefits Negotiation, Project Management, Windows 7, Temporary Placement, Technical Support, Temporary Staffing, Screening, Employee Training, Applicant Tracking..., Permanent Placement, Job Search Strategies, Employee Management, Job Fairs, Talent Acquisition, Sourcing, Hiring, Technical Recruiting, OS X, Hiring Employees, Executive Search, Cold Calling, Contract Recruitment, Human Resources, Help Desk Support, Holiday Decor, Bloomberg, Resume Writing
Education
University of Central Florida - College of Business Administration 2005 — 2010
BS, Business Management, MIS
Miami Palmetto Senior High 2001 — 2005
Robert Half Technology May 2015 - Present
Luminous Decor 2010 - Present
Robert Half Technology December 2013 - April 2015
Robert Half Technology June 2013 - December 2013
Robert Half Technology February 2013 - June 2013
Robert Half Technology February 2012 - February 2013
Financial Northeastern Companies May 2007 - January 2009
South Seas Furniture May 2004 - May 2007
Skills
Networking, Recruiting, Staffing Services, Information Technology, Interviews, Consulting, Training, Screening Resumes, System Administration, Benefits Negotiation, Project Management, Windows 7, Temporary Placement, Technical Support, Temporary Staffing, Screening, Employee Training, Applicant Tracking..., Permanent Placement, Job Search Strategies, Employee Management, Job Fairs, Talent Acquisition, Sourcing, Hiring, Technical Recruiting, OS X, Hiring Employees, Executive Search, Cold Calling, Contract Recruitment, Human Resources, Help Desk Support, Holiday Decor, Bloomberg, Resume Writing
Education
University of Central Florida - College of Business Administration 2005 — 2010
BS, Business Management, MIS
Miami Palmetto Senior High 2001 — 2005
Nathaniel Soriano's Financial Northeastern Companies Experience January 2003 - October 2005
Job Analyst/Operations Specialist
Industry Financial Services
Experience
ADP October 2005 - April 2012
Financial Northeastern Companies January 2003 - October 2005
BNY Mellon July 2000 - June 2002
Bank of Tokyo-Mitsubishi UFJ April 2000 - June 2000
Morgan Stanley Dean Witter March 1999 - February 2000
Thomson Financial/Baseline Financial Services March 1996 - February 1999
Quest Diagnostics October 1991 - February 1996
Hudson County Courthouse 1990 - 1991
Skills
Analysis, Research, Process Enhancement, Business Process..., Writing, Data Analysis, Financial Analysis, Financial Data..., Financial Reporting, Financial Controlling, Microsoft Office, Trading Systems, Financial Calculations, Series 7 (expired), Series 66 (expired), Mutual Funds, 401k, Retirement Services, Account Management, Spreadsheets, Dividends, PeopleSoft, Business Analysis, Financial Modeling, Financial Services, Software Documentation
Education
New Jersey City University
Bachelor of Science (B.S.), Finance
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
Ateneo de Manila University
ADP October 2005 - April 2012
Financial Northeastern Companies January 2003 - October 2005
BNY Mellon July 2000 - June 2002
Bank of Tokyo-Mitsubishi UFJ April 2000 - June 2000
Morgan Stanley Dean Witter March 1999 - February 2000
Thomson Financial/Baseline Financial Services March 1996 - February 1999
Quest Diagnostics October 1991 - February 1996
Hudson County Courthouse 1990 - 1991
Skills
Analysis, Research, Process Enhancement, Business Process..., Writing, Data Analysis, Financial Analysis, Financial Data..., Financial Reporting, Financial Controlling, Microsoft Office, Trading Systems, Financial Calculations, Series 7 (expired), Series 66 (expired), Mutual Funds, 401k, Retirement Services, Account Management, Spreadsheets, Dividends, PeopleSoft, Business Analysis, Financial Modeling, Financial Services, Software Documentation
Education
New Jersey City University
Bachelor of Science (B.S.), Finance
Rutgers, The State University of New Jersey-Newark
St. Aloysius High School
Ateneo de Manila University
Evan M. Quinones Evan M. Quinones's Financial Northeastern Companies Experience August 2004 - November 2008
Job Vice President CD Trading at Wunderlich Securities Inc.
Industry Investment Banking
Experience
Wunderlich Securities Inc. July 2010 - Present
Jesup & Lamont Securities Inc. November 2008 - June 2010
Financial Northeastern Companies August 2004 - November 2008
Wachovia Securities August 2002 - December 2003
Skills
Series 7, Series 63, Securities, Fixed Income, Bloomberg, Bonds, Trading, Investments, FINRA, Life Insurance, Health Insurance, Title Insurance, Variable Annuities, Electronic Trading, Mortgage Lending, Structured Products, Fixed Income Trading, Mutual Funds, Wealth Management, Mortgage Banking, Trading System, Electronic Trading..., Core Banking, Capital Markets, Equities, Asset Management
Education
Montclair State University 1995 — 1997
Bachelors of Science, Minor in Business Management
Wunderlich Securities Inc. July 2010 - Present
Jesup & Lamont Securities Inc. November 2008 - June 2010
Financial Northeastern Companies August 2004 - November 2008
Wachovia Securities August 2002 - December 2003
Skills
Series 7, Series 63, Securities, Fixed Income, Bloomberg, Bonds, Trading, Investments, FINRA, Life Insurance, Health Insurance, Title Insurance, Variable Annuities, Electronic Trading, Mortgage Lending, Structured Products, Fixed Income Trading, Mutual Funds, Wealth Management, Mortgage Banking, Trading System, Electronic Trading..., Core Banking, Capital Markets, Equities, Asset Management
Education
Montclair State University 1995 — 1997
Bachelors of Science, Minor in Business Management
Janice Barnwell Janice Barnwell's Financial Northeastern Companies Experience September 2005 - April 2008
Job WMS Relationship Manager at DTCC
Industry Financial Services
Experience
DTCC April 2008 - Present
Financial Northeastern Companies September 2005 - April 2008
Robeco Investment Management July 1999 - August 2005
Glickenhaus & Company July 1997 - June 1999
Chancellor Capital Management 1992 - 1997
Skills
Mutual Funds, Fixed Income, Financial Services, Securities, Equities, Series 7, Alternative Investments, Portfolio Management, Relationship Management, Asset Management, Hedge Funds, Derivatives, Business Analysis, Strategic Financial..., Risk Management
Education
City University of New York-Herbert H. Lehman College
BA, Economics
Columbia College (SC)
Business Administration
Kaplan University
MBA, Finance
DTCC April 2008 - Present
Financial Northeastern Companies September 2005 - April 2008
Robeco Investment Management July 1999 - August 2005
Glickenhaus & Company July 1997 - June 1999
Chancellor Capital Management 1992 - 1997
Skills
Mutual Funds, Fixed Income, Financial Services, Securities, Equities, Series 7, Alternative Investments, Portfolio Management, Relationship Management, Asset Management, Hedge Funds, Derivatives, Business Analysis, Strategic Financial..., Risk Management
Education
City University of New York-Herbert H. Lehman College
BA, Economics
Columbia College (SC)
Business Administration
Kaplan University
MBA, Finance
Joseph Cardinale's Financial Northeastern Companies Experience June 2007 - February 2008
Job Business Education Teacher at Cedar Grove Board of Education
Industry Education Management
Experience
Drew University September 2012 - Present
Montville Public Schools October 2010 - Present
Cedar Grove Board of Education February 2008 - Present
Financial Northeastern Companies June 2007 - February 2008
Skills
Public Speaking, Written & Oral..., Economics, Finance, Marketing, Microsoft Office, Google Docs, Coaching Baseball, Basketball Coaching, Stock Market, Educational Leadership, Leadership, Communication, Teaching, Business Education, Customer Service, Creative Problem Solving, Classroom Management, Department Budgeting, Social Media Marketing, Philanthropy, Educational Fundraising, Entrepreneurship, Successful Business..., Research, PowerPoint, Coaching, Curriculum Design, Microsoft Excel
Education
Montclair State University 2012 — 2013
Master of Education (MEd), Educational Leadership and Administration, General
Drew University 2003 — 2007
Bachelor of Science (BS), Economics
Drew University September 2012 - Present
Montville Public Schools October 2010 - Present
Cedar Grove Board of Education February 2008 - Present
Financial Northeastern Companies June 2007 - February 2008
Skills
Public Speaking, Written & Oral..., Economics, Finance, Marketing, Microsoft Office, Google Docs, Coaching Baseball, Basketball Coaching, Stock Market, Educational Leadership, Leadership, Communication, Teaching, Business Education, Customer Service, Creative Problem Solving, Classroom Management, Department Budgeting, Social Media Marketing, Philanthropy, Educational Fundraising, Entrepreneurship, Successful Business..., Research, PowerPoint, Coaching, Curriculum Design, Microsoft Excel
Education
Montclair State University 2012 — 2013
Master of Education (MEd), Educational Leadership and Administration, General
Drew University 2003 — 2007
Bachelor of Science (BS), Economics
Eric Ratner Eric Ratner's Financial Northeastern Companies Experience 1992 - 2008
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities 2010 - Present
Jesup & Lamont Securities Corp 2008 - 2010
Financial Northeastern Companies 1992 - 2008
Skills
Licenses: 7, 63, 27,..., Fixed Income, Investments, Series 7, Securities, Series 63, Capital Markets
Education
University of Bridgeport
Bachelor of Arts (BA), Accounting, Economics, Finance
Wunderlich Securities 2010 - Present
Jesup & Lamont Securities Corp 2008 - 2010
Financial Northeastern Companies 1992 - 2008
Skills
Licenses: 7, 63, 27,..., Fixed Income, Investments, Series 7, Securities, Series 63, Capital Markets
Education
University of Bridgeport
Bachelor of Arts (BA), Accounting, Economics, Finance
Emmanuel Nogueira's Financial Northeastern Companies Experience September 2008 - January 2010
Job Operations Analyst at United Capital Markets
Industry Capital Markets
Experience
United Capital Markets August 2011 - October 2014
Financial Northeastern Companies September 2008 - January 2010
Skills
Series 7, Series 63, Series 99, Bonds, Excel, Bloomberg, Capital Markets, Trading, Microsoft Excel, CDS, ABS, Securities, MBS, Financial Modeling, Fixed Income, Finance
Education
Florida International University 2008 — 2011
B.B.A., Finance
Florida International University 2010 — 2011
Certificate in Banking, Finance and Financial Management Services
United Capital Markets August 2011 - October 2014
Financial Northeastern Companies September 2008 - January 2010
Skills
Series 7, Series 63, Series 99, Bonds, Excel, Bloomberg, Capital Markets, Trading, Microsoft Excel, CDS, ABS, Securities, MBS, Financial Modeling, Fixed Income, Finance
Education
Florida International University 2008 — 2011
B.B.A., Finance
Florida International University 2010 — 2011
Certificate in Banking, Finance and Financial Management Services
William Naughton William Naughton's Financial Northeastern Companies Experience June 2012 - August 2012
Job Sales and Trading Analyst at Citi
Industry Financial Services
Experience
Citi 2014 - Present
Citi June 2013 - August 2013
Financial Northeastern Companies June 2012 - August 2012
Laker Future Lacrosse June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, FINRA
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), History, 2014
Citi 2014 - Present
Citi June 2013 - August 2013
Financial Northeastern Companies June 2012 - August 2012
Laker Future Lacrosse June 2011 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, FINRA
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), History, 2014
Katie Beach Katie Beach's Financial Northeastern Companies Experience January 2013 - Present
Job Sales Assistant at Financial Northeastern Companies
Industry Financial Services
Experience
Financial Northeastern Companies January 2013 - Present
Goettler Associates, Inc. April 2012 - December 2012
PS Executive Centers, Inc. March 2004 - April 2012
Skills
Administrative..., Marketing, Outlook, Invoicing, Training, Volunteer Management, Databases, Insurance, Public Speaking, Public Relations, Data Entry, Social Media Marketing, Real Estate Transactions, Strategic Planning, Team Leadership, Banking, Salesforce.com, Selling, Photoshop, Travel Arrangements, Calendaring, Spreadsheets, Contract Negotiation
Education
Kent State University 2001 — 2003
Business
Financial Northeastern Companies January 2013 - Present
Goettler Associates, Inc. April 2012 - December 2012
PS Executive Centers, Inc. March 2004 - April 2012
Skills
Administrative..., Marketing, Outlook, Invoicing, Training, Volunteer Management, Databases, Insurance, Public Speaking, Public Relations, Data Entry, Social Media Marketing, Real Estate Transactions, Strategic Planning, Team Leadership, Banking, Salesforce.com, Selling, Photoshop, Travel Arrangements, Calendaring, Spreadsheets, Contract Negotiation
Education
Kent State University 2001 — 2003
Business
Josh Coron Josh Coron's Financial Northeastern Companies Experience May 2008 - August 2008
Job Associate Product Manager at Taro Pharmaceuticals
Industry Pharmaceuticals
Experience
Taro Pharmaceuticals September 2013 - Present
BD September 2012 - September 2013
Baxter Healthcare October 2011 - May 2012
Sandoz July 2011 - October 2011
Hennion and Walsh June 2009 - February 2010
Financial Northeastern Companies May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
President Container Inc May 2006 - August 2006
Cutco May 2006 - June 2006
Skills
Excel, PowerPoint, Word, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Corporate Finance
Education
Fairleigh Dickinson University 2010 — 2012
MBA, Pharmaceutical Management
Lehigh University 2005 — 2009
Bachelor of Science, Finance
Taro Pharmaceuticals September 2013 - Present
BD September 2012 - September 2013
Baxter Healthcare October 2011 - May 2012
Sandoz July 2011 - October 2011
Hennion and Walsh June 2009 - February 2010
Financial Northeastern Companies May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
President Container Inc May 2006 - August 2006
Cutco May 2006 - June 2006
Skills
Excel, PowerPoint, Word, Investments, Microsoft Excel, Microsoft Word, Microsoft Office, Corporate Finance
Education
Fairleigh Dickinson University 2010 — 2012
MBA, Pharmaceutical Management
Lehigh University 2005 — 2009
Bachelor of Science, Finance
John Meany John Meany's Financial Northeastern Companies Experience February 2002 - May 2015
Job Managing Partner at Freedom Capital Group LLC
Industry Financial Services
Experience
Freedom Capital Group LLC April 2015 - Present
Financial Northeastern Companies February 2002 - May 2015
Financial Northeastern Companies January 1999 - February 2002
Financial Northeastern Companies March 1996 - January 1999
Financial Northeastern Companies February 1994 - March 1996
Skills
Fixed Income, Series 7, Securities, Bloomberg, Sales, Bonds, Investments, Series 63, Trading, Portfolio Management, Banking, Capital Markets, Financial Analysis, Equities, Management, Bond Markets, Fixed Income Analysis, Financial Services, Salesforce Training, Life & Health Insurance..., Fixed Income Portfolio..., Fixed Income Strategies, ETFs, Asset Management, Finance
Education
Kutztown University of Pennsylvania 1989 — 1994
Bachelor of Science (BS), Economics
Freedom Capital Group LLC April 2015 - Present
Financial Northeastern Companies February 2002 - May 2015
Financial Northeastern Companies January 1999 - February 2002
Financial Northeastern Companies March 1996 - January 1999
Financial Northeastern Companies February 1994 - March 1996
Skills
Fixed Income, Series 7, Securities, Bloomberg, Sales, Bonds, Investments, Series 63, Trading, Portfolio Management, Banking, Capital Markets, Financial Analysis, Equities, Management, Bond Markets, Fixed Income Analysis, Financial Services, Salesforce Training, Life & Health Insurance..., Fixed Income Portfolio..., Fixed Income Strategies, ETFs, Asset Management, Finance
Education
Kutztown University of Pennsylvania 1989 — 1994
Bachelor of Science (BS), Economics
Colleen Westervelt Colleen Westervelt's Financial Northeastern Companies Experience July 2004 - Present
Job Vice President at Financial Northeastern Companies
Industry Financial Services
Experience
Financial Northeastern Companies July 2004 - Present
Lakeland Bank May 2001 - October 2004
Skills
Investments, Securities, Credit, Banking, Loans, Fixed Income, Capital Markets, Microsoft Excel, Microsoft Office, Portfolio Management, analytical methods, information systems for..., Bloomberg, Series 7, Series 63, Emerging Markets, Financial Analysis, Risk Management, Finance
Education
Seton Hall University 2009 — 2012
MBA, Finance, GPA: 3.56
William Paterson University of New Jersey
BS Accounting, Accounting, Summa Cum Laude
Financial Northeastern Companies July 2004 - Present
Lakeland Bank May 2001 - October 2004
Skills
Investments, Securities, Credit, Banking, Loans, Fixed Income, Capital Markets, Microsoft Excel, Microsoft Office, Portfolio Management, analytical methods, information systems for..., Bloomberg, Series 7, Series 63, Emerging Markets, Financial Analysis, Risk Management, Finance
Education
Seton Hall University 2009 — 2012
MBA, Finance, GPA: 3.56
William Paterson University of New Jersey
BS Accounting, Accounting, Summa Cum Laude
Rapheal Gantz's Financial Northeastern Companies Experience July 2015 - Present
Job Accounts Payable at BASF
Industry Financial Services
Experience
Financial Northeastern Companies July 2015 - Present
BASF July 2014 - July 2015
Telluride Ski Resort November 2012 - April 2013
Arbella Insurance Group September 2011 - January 2012
Steiner Studios June 2011 - August 2011
Calandria's Italian Village June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, QuickBooks, Analysis, Accounts Payable, PowerPoint, Invoicing, Access, Accounts Receivable, Microsoft Word, Data Analysis, Customer Service, Social Media, Public Speaking
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Finance
West Essex Regional High School 2004 — 2008
High School
Financial Northeastern Companies July 2015 - Present
BASF July 2014 - July 2015
Telluride Ski Resort November 2012 - April 2013
Arbella Insurance Group September 2011 - January 2012
Steiner Studios June 2011 - August 2011
Calandria's Italian Village June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Research, QuickBooks, Analysis, Accounts Payable, PowerPoint, Invoicing, Access, Accounts Receivable, Microsoft Word, Data Analysis, Customer Service, Social Media, Public Speaking
Education
University of Massachusetts, Amherst 2008 — 2012
Bachelor's Degree, Finance
West Essex Regional High School 2004 — 2008
High School
Kevin J. Lehmann's Financial Northeastern Companies Experience 2009 - 2013
Job Equity Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2015 - Present
451 Research 2015 - 2015
Nielsen 2013 - 2015
Financial Northeastern Companies 2009 - 2013
MetLife Stadium 2010 - 2012
Penn State University 2006 - 2009
Brand Connections 2008 - 2008
Education
Penn State University 2005 — 2009
B.S. with distinction, Finance, Media, Law
Seton Hall Prep 2001 — 2005
RBC Capital Markets 2015 - Present
451 Research 2015 - 2015
Nielsen 2013 - 2015
Financial Northeastern Companies 2009 - 2013
MetLife Stadium 2010 - 2012
Penn State University 2006 - 2009
Brand Connections 2008 - 2008
Education
Penn State University 2005 — 2009
B.S. with distinction, Finance, Media, Law
Seton Hall Prep 2001 — 2005
Evan Gallipoli's Financial Northeastern Companies Experience January 2013 - May 2013
Job Senior Analyst at The Ayco Company, L.P., A Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
The Ayco Company, L.P., a Goldman Sachs Company June 2013 - Present
Financial Northeastern Companies January 2013 - May 2013
Oppenheimer & Co. December 2012 - January 2013
Merrill Lynch June 2012 - December 2012
ImpactAssets July 2012 - August 2012
KPMG December 2010 - May 2012
Skyline Genesis Event Marketing June 2006 - November 2010
Article A, LLC August 2000 - September 2009
Vector Marketing February 2006 - June 2006
Skills
Team Leadership, Efficiency, Goal Oriented, Diligent, PowerPoint, Customer Service, Ethical Decision Making, Managing Deadlines, Analysis, Leadership, Management, Time Management, Training, Finance, Microsoft Excel, Research, Marketing
Education
Ramapo College of New Jersey 2011 — 2013
Business Administration - B.S., Finance, 3.83
Bergen Community College 2010 — 2011
Business Administration - Associates, Business Management, 4.0
Kerry Coughlin Kerry Coughlin's Financial Northeastern Companies Experience February 2014 - Present
Job Trading Associate
Industry Financial Services
Experience
Financial Northeastern Companies February 2014 - Present
US Lacrosse- Northeast Chapter Two June 2006 - Present
IBISWorld September 2013 - February 2014
Minutemen Equity Fund January 2013 - May 2013
Minutemen Equity Fund May 2011 - May 2013
TABB Group June 2012 - August 2012
The MacDuffie School March 2012 - May 2012
Knight Capital Group June 2011 - July 2011
Minutemen Equity Fund December 2010 - May 2011
Essex Fells Country Club June 2007 - August 2010
Skills
Economics, Investments, Research, Microsoft Office, Microsoft Excel, Spanish, Management, PowerPoint, Financial Analysis, Bloomberg, Certificates of Deposit, Databases, Adobe Acrobat, Microsoft Word, Social Media, Bloomberg Terminal, Fixed Income, Underwriting, Interest Rates
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Economics, Political Science, International Relations, Public Policy and Administration
Financial Northeastern Companies February 2014 - Present
US Lacrosse- Northeast Chapter Two June 2006 - Present
IBISWorld September 2013 - February 2014
Minutemen Equity Fund January 2013 - May 2013
Minutemen Equity Fund May 2011 - May 2013
TABB Group June 2012 - August 2012
The MacDuffie School March 2012 - May 2012
Knight Capital Group June 2011 - July 2011
Minutemen Equity Fund December 2010 - May 2011
Essex Fells Country Club June 2007 - August 2010
Skills
Economics, Investments, Research, Microsoft Office, Microsoft Excel, Spanish, Management, PowerPoint, Financial Analysis, Bloomberg, Certificates of Deposit, Databases, Adobe Acrobat, Microsoft Word, Social Media, Bloomberg Terminal, Fixed Income, Underwriting, Interest Rates
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor’s Degree, Economics, Political Science, International Relations, Public Policy and Administration
Charles Schneider Jr. Charles Schneider Jr.'s Financial Northeastern Companies Experience February 2008 - Present
Job Vice President, Financial Northeastern Co.
Industry Financial Services
Experience
Financial Northeastern Companies February 2008 - Present
Corporate One FCU August 2002 - February 2008
Skills
Banking, Series 7, FINRA, Fixed Income, Investments, Financial Analysis, Securities, Financial Services, Bloomberg, Portfolio Management, Series 63, Treasury Management, ALM, Asset Allocation, Bonds, Financial Institutions, Investment Strategies
Education
The Ohio State University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Hilliard High School 1991 — 1995
Financial Northeastern Companies February 2008 - Present
Corporate One FCU August 2002 - February 2008
Skills
Banking, Series 7, FINRA, Fixed Income, Investments, Financial Analysis, Securities, Financial Services, Bloomberg, Portfolio Management, Series 63, Treasury Management, ALM, Asset Allocation, Bonds, Financial Institutions, Investment Strategies
Education
The Ohio State University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Hilliard High School 1991 — 1995
Joe Daniel's Financial Northeastern Companies Experience August 2012 - July 2013
Job Senior Director at American Bankers Association
Industry Banking
Experience
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
American Bankers Association July 2013 - Present
Financial Northeastern Companies August 2012 - July 2013
Swift Financial December 2011 - July 2012
Promontory Interfinancial Network April 2007 - October 2011
Skills
Portfolio Management
Education
Randolph-Macon College 1998 — 2002
BA, English (Literature)
Kristin Williams, SPHR's Financial Northeastern Companies Experience July 2015 - Present
Job Human Resources Director at Financial Northeastern Companies
Industry Human Resources
Experience
Financial Northeastern Companies July 2015 - Present
Proxus March 2012 - October 2014
Proxus December 2009 - March 2012
Intermountain Healthcare August 2002 - July 2009
Proxus May 2006 - March 2008
IBM June 2001 - June 2002
The New York Public Library 1995 - 1999
Skills
Onboarding, HR Consulting, Employee Relations, Performance Management, Human Resources, Talent Acquisition, Employee Benefits, HRIS
Education
Rutgers University-New Brunswick 1999 — 2001
MHRM, Human Resource Management
The College of New Jersey 1990 — 1994
B.A., English
Financial Northeastern Companies July 2015 - Present
Proxus March 2012 - October 2014
Proxus December 2009 - March 2012
Intermountain Healthcare August 2002 - July 2009
Proxus May 2006 - March 2008
IBM June 2001 - June 2002
The New York Public Library 1995 - 1999
Skills
Onboarding, HR Consulting, Employee Relations, Performance Management, Human Resources, Talent Acquisition, Employee Benefits, HRIS
Education
Rutgers University-New Brunswick 1999 — 2001
MHRM, Human Resource Management
The College of New Jersey 1990 — 1994
B.A., English
Jill Holton's Financial Northeastern Companies Experience 2006 - May 2012
Job Vice President at BNY Mellon Capital Markets
Industry Banking
Experience
BNY Mellon Capital Markets June 2012 - Present
Financial Northeastern 2006 - Present
Financial Northeastern Companies 2006 - May 2012
BNY Mellon 2012 - 2012
Morgan Stanley 1994 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Series 63, Securities, Portfolio Management, Banking, Bonds, Investments, Trading, Interest Rate Risk..., Series 24
Education
Boston University 1990 — 1993
Master of Science in Administration
Boston University 1986 — 1990
BNY Mellon Capital Markets June 2012 - Present
Financial Northeastern 2006 - Present
Financial Northeastern Companies 2006 - May 2012
BNY Mellon 2012 - 2012
Morgan Stanley 1994 - 2006
Skills
Fixed Income, Series 7, Capital Markets, Series 63, Securities, Portfolio Management, Banking, Bonds, Investments, Trading, Interest Rate Risk..., Series 24
Education
Boston University 1990 — 1993
Master of Science in Administration
Boston University 1986 — 1990
Tom Anness's Financial Northeastern Companies Experience April 2015 - Present
Job Vice President at Financial Northeastern Companies
Industry Financial Services
Experience
Financial Northeastern Companies April 2015 - Present
Huntington National Bank July 2011 - December 2014
FTN Financial January 2005 - June 2011
Goldman Sachs (SLK Fixed Income Division) November 1995 - January 2005
National City Bank 1993 - 1994
Skills
Capital Markets, Fixed Income, Series 7, Bonds, Series 63, Investments, Securities, Trading, Credit
Education
University of Cincinnati 1986 — 1991
B.A., Economics
Ursuline High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Financial Northeastern Companies April 2015 - Present
Huntington National Bank July 2011 - December 2014
FTN Financial January 2005 - June 2011
Goldman Sachs (SLK Fixed Income Division) November 1995 - January 2005
National City Bank 1993 - 1994
Skills
Capital Markets, Fixed Income, Series 7, Bonds, Series 63, Investments, Securities, Trading, Credit
Education
University of Cincinnati 1986 — 1991
B.A., Economics
Ursuline High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
Michael J. Kapp, Jr.'s Financial Northeastern Companies Experience September 1992 - December 2008
Job Senior Vice President at Wunderlich Securities, Inc.
Industry Financial Services
Experience
Wunderlich Securities July 2010 - Present
Jesup & Lamont November 2008 - July 2010
Financial Northeastern Companies September 1992 - December 2008
Skills
Securities
Education
Muhlenberg College
Bachelor of Arts (B.A.), Accounting
Wunderlich Securities July 2010 - Present
Jesup & Lamont November 2008 - July 2010
Financial Northeastern Companies September 1992 - December 2008
Skills
Securities
Education
Muhlenberg College
Bachelor of Arts (B.A.), Accounting
Vic Vivona's Financial Northeastern Companies Experience September 1999 - Present
Job Vice President at Financial Northeastern Companies
Industry Investment Banking
Experience
Financial Northeastern Companies September 1999 - Present
LaSalle National Bank February 1997 - September 1999
Smith Barney September 1993 - February 1997
Lehman Brothers March 1988 - September 1993
Skills
Commercial Banking, Financial Reporting, Certified Treasury..., Tactical Asset..., Wealth Preservation..., USDA Rural Housing, New Business Development, Budgets, Marketing, Business Strategy, Risk Management, Microsoft Word, Series 7, Outlook, College Education..., Volatility Arbitrage, Treasury Management, Fixed Income, Series 63, Strategic Planning, Commercial Lending, QuickBooks, Portfolio Management, Equity Swaps, Credit Analysis, Finance, Managerial Finance, Covered Bonds, Liquidity Management, Bonds, Corporate Finance, Financial Analysis, ICAAP, Banking, Fixed Income Portfolio..., Securities, Tax-advantaged..., Long/Short Equity, Project Management, Accounting, Cash Management, High Yield Bonds, Loans, Strategic Financial..., Capital Markets, Business Control, Financial Accounting, Internal Controls, Investments, RRSP
Education
New York University 1985 — 1986
Business/Managerial Economics
Seton Hall University 1982 — 1984
Bachelor of Science (BS)
Financial Northeastern Companies September 1999 - Present
LaSalle National Bank February 1997 - September 1999
Smith Barney September 1993 - February 1997
Lehman Brothers March 1988 - September 1993
Skills
Commercial Banking, Financial Reporting, Certified Treasury..., Tactical Asset..., Wealth Preservation..., USDA Rural Housing, New Business Development, Budgets, Marketing, Business Strategy, Risk Management, Microsoft Word, Series 7, Outlook, College Education..., Volatility Arbitrage, Treasury Management, Fixed Income, Series 63, Strategic Planning, Commercial Lending, QuickBooks, Portfolio Management, Equity Swaps, Credit Analysis, Finance, Managerial Finance, Covered Bonds, Liquidity Management, Bonds, Corporate Finance, Financial Analysis, ICAAP, Banking, Fixed Income Portfolio..., Securities, Tax-advantaged..., Long/Short Equity, Project Management, Accounting, Cash Management, High Yield Bonds, Loans, Strategic Financial..., Capital Markets, Business Control, Financial Accounting, Internal Controls, Investments, RRSP
Education
New York University 1985 — 1986
Business/Managerial Economics
Seton Hall University 1982 — 1984
Bachelor of Science (BS)
Clint Gilbert's Financial Northeastern Companies Experience October 2012 - February 2015
Job SVP Bank Funding Division at Financial Northeastern Companies
Industry Financial Services
Experience
Financial Northeastern Companies October 2012 - February 2015
Citigroup March 1985 - November 2011
Manufacturers Hanover Trust Company April 1982 - March 1985
Skills
Fixed Income, Capital Markets, Banking, Credit Analysis, Series 7, Series 63
Education
Pace University
BBA, Marketing
Financial Northeastern Companies October 2012 - February 2015
Citigroup March 1985 - November 2011
Manufacturers Hanover Trust Company April 1982 - March 1985
Skills
Fixed Income, Capital Markets, Banking, Credit Analysis, Series 7, Series 63
Education
Pace University
BBA, Marketing
Michael Vetri's Financial Northeastern Companies Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Financial Northeastern Companies 2010 - 2013
Maverick Funding January 2009 - December 2009
Skills
Series 7, series 66, Mortgage Banking, Credit Analysis, Bank Funding
Education
Carnegie Mellon University 2000 — 2005
Bachelor of Business Administration (B.B.A.); Bachelor of Psychology
Financial Northeastern Companies 2010 - 2013
Maverick Funding January 2009 - December 2009
Skills
Series 7, series 66, Mortgage Banking, Credit Analysis, Bank Funding
Education
Carnegie Mellon University 2000 — 2005
Bachelor of Business Administration (B.B.A.); Bachelor of Psychology
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY