Fleet Investment Management
Description
Address: 60 E 42nd St, New York, NY 10165 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMFriday9AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 374-4710: : : : Category: : Website: : Place name: Website: http://www.fleetwealth.com/ Category: Financial Planner 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. 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 New York City Financial Advisor-Financial Planners Posting publicly on the Web Write a review Reviews Be the first to review
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Fleet Investment Management Employees
Employee
Years
Job
Industry
Mark Schaffer, CFP®, CLU, ChFC, MSFS Mark Schaffer, CFP®, CLU, ChFC, MSFS's Fleet Investment Management Experience January 1994 - January 1999
Job Experienced Financial Advisor / Wealth Manager
Industry Financial Services
Experience
Coleman Financial Advisory Group August 2014 - Present
United Northeast Financial Advisors February 2014 - August 2014
Edelman Financial Services August 2011 - October 2013
RDM FINANCIAL GROUP June 2007 - August 2011
SCHAFFER TAX PLANNING January 2004 - August 2011
Reby Advisors (formerly Robert J. Reby & Co., Inc.) June 2005 - June 2007
SCHAFFER FINANCIAL PLANNING January 1999 - January 2005
FLEET INVESTMENT MANAGEMENT January 1994 - January 1999
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Wealth Management, Holistic Financial..., Registered Investment..., Estate Planning, Long Term Care Insurance, High Net Worth..., Series 7
Education
The American College of Financial Services 2005 — 2010
Masters of Science Degree, Financial Services
Central Connecticut State University 1987 — 1994
Bachelors of Science, Finance and Management
Coleman Financial Advisory Group August 2014 - Present
United Northeast Financial Advisors February 2014 - August 2014
Edelman Financial Services August 2011 - October 2013
RDM FINANCIAL GROUP June 2007 - August 2011
SCHAFFER TAX PLANNING January 2004 - August 2011
Reby Advisors (formerly Robert J. Reby & Co., Inc.) June 2005 - June 2007
SCHAFFER FINANCIAL PLANNING January 1999 - January 2005
FLEET INVESTMENT MANAGEMENT January 1994 - January 1999
Skills
Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, 401k, Portfolio Management, Wealth Management, Holistic Financial..., Registered Investment..., Estate Planning, Long Term Care Insurance, High Net Worth..., Series 7
Education
The American College of Financial Services 2005 — 2010
Masters of Science Degree, Financial Services
Central Connecticut State University 1987 — 1994
Bachelors of Science, Finance and Management
Brian Dillon Brian Dillon's Fleet Investment Management Experience January 1992 - June 1997
Job President at Positive Retirement Outcomes
Industry Financial Services
Experience
Positive Retirement Outcomes, LLC December 2008 - Present
John Hancock Funds LLC April 2006 - December 2008
MFS Retirement Services, Inc. June 1997 - November 2005
Fleet Investment Management January 1992 - June 1997
NYLIFE Securities, Inc. April 1990 - January 1992
New York Life Insurance Company March 1983 - January 1992
New York Life Insurance Company January 1986 - December 1987
Skills
Retirement Planning, ERISA, Retirement, Defined Benefit, Investments, Pensions, Investment Management, Financial Services, New Business Development, Defined Contribution, Deferred Compensation, Wealth Management..., 401k, Asset Allocation, Estate Planning, Wealth Management, Series 63, Mutual Funds
Education
Syracuse University 1976 — 1980
BA, Psychology
Nichols School 1968 — 1976
Positive Retirement Outcomes, LLC December 2008 - Present
John Hancock Funds LLC April 2006 - December 2008
MFS Retirement Services, Inc. June 1997 - November 2005
Fleet Investment Management January 1992 - June 1997
NYLIFE Securities, Inc. April 1990 - January 1992
New York Life Insurance Company March 1983 - January 1992
New York Life Insurance Company January 1986 - December 1987
Skills
Retirement Planning, ERISA, Retirement, Defined Benefit, Investments, Pensions, Investment Management, Financial Services, New Business Development, Defined Contribution, Deferred Compensation, Wealth Management..., 401k, Asset Allocation, Estate Planning, Wealth Management, Series 63, Mutual Funds
Education
Syracuse University 1976 — 1980
BA, Psychology
Nichols School 1968 — 1976
Steve Wiper Steve Wiper's Fleet Investment Management Experience 1995 - 2000
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2007 - Present
Citizens Investment Services 2000 - 2007
Fleet Investment Management 1995 - 2000
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Securities
Education
Roger Williams University 1985 — 1989
Bachelor's degree, BS, Business Administration, Finance
TIAA-CREF 2007 - Present
Citizens Investment Services 2000 - 2007
Fleet Investment Management 1995 - 2000
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Retirement, Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Securities
Education
Roger Williams University 1985 — 1989
Bachelor's degree, BS, Business Administration, Finance
Eric Wholley's Fleet Investment Management Experience April 1996 - May 1997
Job VP, Director of Business Development at Overdrive Interactive
Industry Marketing and Advertising
Experience
Overdrive Interactive October 2012 - Present
4goodmedia, inc. March 2009 - September 2012
CSB School of Broadcasting September 2007 - March 2009
Hill Holiday April 2007 - August 2007
Overdrive Interactive January 2005 - April 2007
Fidelity Communications (Printing & Mailing Production) September 2003 - December 2004
Attributus March 2000 - September 2003
Sullivan Creative, Inc. September 1999 - March 2000
CRJA, Inc. May 1997 - September 1999
Fleet Investment Management April 1996 - May 1997
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Account Management, Strategic Planning, Business Strategy, Brand Awareness, Analytics, Integrated Marketing, Content Marketing, Direct Marketing, Marketing Communications, Interactive Marketing, New Business Development, Online Advertising, Online Marketing, Email Marketing, Copywriting
Education
Emerson College 1994 — 1996
B.S., Marketing, English, MarCom, Statistics, World History, Public Relations, Organization Development, Speaking
Boston University 1989 — 1989
Certificate, Small Business Development
NHTI, Concord's Community College 1985 — 1987
A.A.S. Graphic Arts, Small Business Management, Offset Printing, Creative Arts, Sales
Overdrive Interactive October 2012 - Present
4goodmedia, inc. March 2009 - September 2012
CSB School of Broadcasting September 2007 - March 2009
Hill Holiday April 2007 - August 2007
Overdrive Interactive January 2005 - April 2007
Fidelity Communications (Printing & Mailing Production) September 2003 - December 2004
Attributus March 2000 - September 2003
Sullivan Creative, Inc. September 1999 - March 2000
CRJA, Inc. May 1997 - September 1999
Fleet Investment Management April 1996 - May 1997
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Account Management, Strategic Planning, Business Strategy, Brand Awareness, Analytics, Integrated Marketing, Content Marketing, Direct Marketing, Marketing Communications, Interactive Marketing, New Business Development, Online Advertising, Online Marketing, Email Marketing, Copywriting
Education
Emerson College 1994 — 1996
B.S., Marketing, English, MarCom, Statistics, World History, Public Relations, Organization Development, Speaking
Boston University 1989 — 1989
Certificate, Small Business Development
NHTI, Concord's Community College 1985 — 1987
A.A.S. Graphic Arts, Small Business Management, Offset Printing, Creative Arts, Sales
David Lopez, MBA, CRPC's Fleet Investment Management Experience 1996 - 1998
Job Adjunct Professor at Babson College
Industry Higher Education
Experience
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Babson College September 2014 - Present
Clark University October 2013 - Present
Valentino Recording - Oldham Films, LLC 2012 - Present
Suffolk University December 2011 - Present
Sales Training 4 Start-ups 2000 - 2013
Ariel Financial Management 2011 - 2012
Bancnorth Investment Group 2007 - 2009
Citizens Investment Services 2001 - 2006
Scudder Investments 1998 - 2000
Fleet Investment Management 1996 - 1998
Skills
Entrepreneurship, Start-ups, Strategic Planning, Business Planning, Leadership, Coaching, Public Speaking, Recruiting, Management, Sales, Sales Management, Marketing, Mentoring, Video Production, Budgets, Sales Process, Training and Development, International, Integration, Songwriting, Selling, Budgeting, Turnaround Initiatives, Audio Video Production, Film Scoring
Education
Babson College 2015 — 2015
Price - Babson Symposium for Entrepreneurship Educators, Entrepreneurial Leadership Program
Suffolk University - Sawyer School of Management 2004 — 2008
MBA, Entrepreneurship
Northeastern University 1995 — 2001
BSBA, Business Administration
Berklee College of Music
Matignon High School
Rich Joseph's Fleet Investment Management Experience 1996 - 2001
Job
Industry Financial Services
Experience
Mercer Global Investments January 2005 - Present
Fleet Investment Management 1996 - 2001
Skills
Financial Services
Education
Bryant University 1988 — 1992
MBA
Bryant University 1982 — 1986
Mercer Global Investments January 2005 - Present
Fleet Investment Management 1996 - 2001
Skills
Financial Services
Education
Bryant University 1988 — 1992
MBA
Bryant University 1982 — 1986
Susan Dunbar, CFP(R)'s Fleet Investment Management Experience February 1994 - November 1999
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2015 - Present
Fidelity Investments November 1999 - December 2014
Fidelity Investments October 2002 - November 2004
Back Bay Investor Center November 1999 - September 2002
Fleet Investment Management February 1994 - November 1999
The Equitable May 1989 - January 1994
Data General Corporation May 1988 - May 1989
Based Marketing June 1977 - April 1988
The Travelers 1977 - 1988
Skills
Retirement Planning, Retirement Income..., Public Speaking, Investment Strategies, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Fixed Annuities, Mutual Funds, Employee Benefits
Education
University of Connecticut
MBA, Marketing
Assumption College 1973 — 1977
AB, Mathematics & Psychology
Northeastern University 1997 — 1999
CFP, Certified Financial Planning
The American College 1992 — 1994
Chartered Life Underwriter (CLU)
Fidelity Investments 2015 - Present
Fidelity Investments November 1999 - December 2014
Fidelity Investments October 2002 - November 2004
Back Bay Investor Center November 1999 - September 2002
Fleet Investment Management February 1994 - November 1999
The Equitable May 1989 - January 1994
Data General Corporation May 1988 - May 1989
Based Marketing June 1977 - April 1988
The Travelers 1977 - 1988
Skills
Retirement Planning, Retirement Income..., Public Speaking, Investment Strategies, Retirement, Investments, Wealth Management, Strategic Financial..., Asset Allocation, 401k, Fixed Annuities, Mutual Funds, Employee Benefits
Education
University of Connecticut
MBA, Marketing
Assumption College 1973 — 1977
AB, Mathematics & Psychology
Northeastern University 1997 — 1999
CFP, Certified Financial Planning
The American College 1992 — 1994
Chartered Life Underwriter (CLU)
Paul Provost's Fleet Investment Management Experience January 1992 - July 1997
Job Executive Vice President, MillRiver Wealth Management
Industry Investment Management
Experience
MillRiver Wealth Management April 2015 - Present
Merrimack County Savings Bank October 2002 - Present
Merrimack County Savings Bank October 2002 - May 2011
Putnam Investments August 1999 - October 2002
Citizens Investment Services July 1997 - July 1999
Fleet Investment Management January 1992 - July 1997
Skills
Strategic Financial..., Wealth Management..., Wealth Management, Investment Management, Leadership, Mutual Funds, Retirement Planning, Asset Management, Portfolio Management, Series 63, Series 7, Finance, Financial Planning, Investments, Financial Services, Asset Allocation
Education
Saint Michael's College 1988 — 1991
Masters, Administrative Management
University of Vermont 1980 — 1984
BA, Economics
MillRiver Wealth Management April 2015 - Present
Merrimack County Savings Bank October 2002 - Present
Merrimack County Savings Bank October 2002 - May 2011
Putnam Investments August 1999 - October 2002
Citizens Investment Services July 1997 - July 1999
Fleet Investment Management January 1992 - July 1997
Skills
Strategic Financial..., Wealth Management..., Wealth Management, Investment Management, Leadership, Mutual Funds, Retirement Planning, Asset Management, Portfolio Management, Series 63, Series 7, Finance, Financial Planning, Investments, Financial Services, Asset Allocation
Education
Saint Michael's College 1988 — 1991
Masters, Administrative Management
University of Vermont 1980 — 1984
BA, Economics
Beth Durling's Fleet Investment Management Experience April 1996 - February 1998
Job IT Accounting at PSS
Industry Medical Devices
Experience
PSS March 2006 - Present
Bank of America February 1998 - April 2005
Fleet Investment Management April 1996 - February 1998
Skills
JD Edwards, Process Improvement, Sarbanes-Oxley Act, Medical Devices, Capital Equipment, Yellow Belt, Microsoft Office, SQL Navigator, Toad, SQL Report Writing, Access Database, Visio, Accounting, Analysis
Education
Monroe Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
PSS March 2006 - Present
Bank of America February 1998 - April 2005
Fleet Investment Management April 1996 - February 1998
Skills
JD Edwards, Process Improvement, Sarbanes-Oxley Act, Medical Devices, Capital Equipment, Yellow Belt, Microsoft Office, SQL Navigator, Toad, SQL Report Writing, Access Database, Visio, Accounting, Analysis
Education
Monroe Community College 1979 — 1981
Associate's degree, Business Administration and Management, General
Denise Monahan's Fleet Investment Management Experience January 1995 - January 2000
Job Account Manager
Industry Human Resources
Experience
Ascensus July 2006 - February 2012
Ascensus 2006 - 2012
Quebecor World July 2005 - July 2006
Pension’s Plus, Inc June 2004 - July 2005
Pentec, Inc January 2001 - January 2004
Fleet Investment Management January 1995 - January 2000
CoreStates Bank and FirstUnion Bank January 1990 - January 1995
Skills
Mutual Funds, Fund Administration, 401k, Retirement, Financial Services, Fund Accounting, Retirement Planning, Employee Benefits, Investments, Pensions
Education
St. Joseph’s University
B.S, Business Management
University of Pennsylvania
Ascensus July 2006 - February 2012
Ascensus 2006 - 2012
Quebecor World July 2005 - July 2006
Pension’s Plus, Inc June 2004 - July 2005
Pentec, Inc January 2001 - January 2004
Fleet Investment Management January 1995 - January 2000
CoreStates Bank and FirstUnion Bank January 1990 - January 1995
Skills
Mutual Funds, Fund Administration, 401k, Retirement, Financial Services, Fund Accounting, Retirement Planning, Employee Benefits, Investments, Pensions
Education
St. Joseph’s University
B.S, Business Management
University of Pennsylvania