Freedom Capital Management

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Freedom Capital Management Employees

Employee
Years
Job
Industry
Glenn Davis Glenn Davis New York, New York Details
Glenn Davis's Freedom Capital Management Experience 2002 - 2004
Job Managing Director, Portfolio Manager, US Fixed Income at TD Asset Management USA Inc.
Industry Investment Management
Experience
TD Asset Management USA Inc.   January 2009 - Present
TD Banknorth Wealth Management   March 2005 - January 2009
Freedom Capital Management   2002 - 2004
SAC Capital  2001 - 2002
Boston Partners Asset Management LP   1995 - 2000
The Boston Company  1993 - 1995
State Street Global Advisors  1989 - 1993

Skills
Fixed Income, Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Mutual Funds, Bonds, Investments, Investment Strategies, High Yield, ETFs, Credit, Fixed Income Portfolio..., Institutional..., Trading, Core and Core Plus..., Investment Grade Fixed..., Relative Value, Interest Rate Hedging

Education
Colby College   1976 — 1980
BA, Economics

Hofstra University   1983 — 1985
MBA, Finance

Edward J Sullivan Edward J Sullivan Greater New York City Area Details
Edward J Sullivan's Freedom Capital Management Experience September 2009 - Present
Job CFP, Senior Vice President at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management   September 2009 - Present

Education
Seton Hall University   1986 — 1990
BA, Political Science

Dorothea Zando Laux Dorothea Zando Laux Greater New York City Area Details
Dorothea Zando Laux's Freedom Capital Management Experience November 2010 - June 2011
Job Registered Marketing Associate at Morgan Stanley
Industry Nonprofit Organization Management
Experience
Morgan Stanley  November 2013 - Present
The Victor Zando Foundation   January 2003 - Present
Freedom Capital Management   November 2010 - June 2011

Education
Pace University
Bachelor's Degree, Economics and History

David Biebelberg David Biebelberg Greater New York City Area Details
David Biebelberg's Freedom Capital Management Experience January 2010 - Present
Job VP Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management   January 2010 - Present
Merrill Lynch  January 2002 - January 2010

Education
Fairleigh Dickinson University   1974 — 1978
Bachelor of Science, Marketing & Finance

Kathleen Rapisarda Kathleen Rapisarda Greater New York City Area Details
Kathleen Rapisarda's Freedom Capital Management Experience January 2010 - June 2013
Job Director Human Resources at Direct Success, Inc.
Industry Pharmaceuticals
Experience
Direct Success, Inc.   July 2013 - Present
Freedom Capital Management   January 2010 - June 2013
Diamond Consultants  January 2006 - December 2009
JCrew Inc.   November 2000 - January 2006

Skills
Fashion, Customer Service, Sales

Education
Indiana University of Pennsylvania   1993 — 1996
Bachelor of Science, Interior Design

Michael J. Vogelzang, CFA Michael J. Vogelzang, CFA Greater Boston Area Details
Michael J. Vogelzang, CFA's Freedom Capital Management Experience 1990 - 1997
Job President & Chief Investment Officer at Boston Advisors
Industry Investment Management
Experience
Boston Advisors  1997 - Present
Freedom Capital Management   1990 - 1997
Boston Company  1984 - 1990

Education
Calvin College   1979 — 1983
BA, Economics/Political Science

Jeffrey R. Boutin Jeffrey R. Boutin Boston, Massachusetts Details
Jeffrey R. Boutin's Freedom Capital Management Experience March 2000 - January 2002
Job Credit Research Professional
Industry Investment Management
Experience
Eaton Vance  February 2013 - Present
Dwight Asset Management  July 2009 - May 2012
Neuberger Berman / Lehman Brothers Asset Management   July 2003 - June 2009
Banc One Capital Markets  January 2002 - July 2003
Freedom Capital Management   March 2000 - January 2002
State Street Global Advisors  March 1996 - March 2000
State Street Bank & Trust  June 1993 - March 1996
Shawmut Bank  July 1987 - June 1993

Education
University of Hartford   1990 — 1994
MBA, Finance/Computer Science

Central Connecticut State University   1982 — 1986
BS, Finance/Computer Science

Carol Aiello Carol Aiello Colts Neck, New Jersey Details
Carol Aiello's Freedom Capital Management Experience May 2009 - Present
Job
Industry Financial Services
Experience
Freedom Capital Management   May 2009 - Present
Wachovia Securities, LLC  October 2007 - May 2009
Sales at SquareOne, Holmdel, NJ   July 2007 - September 2007
Traxi Technologies   February 2003 - December 2006
Skyoptix   November 2001 - November 2002
Iris Labs  August 2000 - October 2001
Telcordia Technologies (Bellcore)   September 1991 - August 2000
Bellcore  June 1984 - September 1991

Skills
Management, Cross-functional Team..., Project Management, Strategy, Integration, Business Planning, Security, Start-ups, VoIP, New Business Development, Business Development, Software Engineering, Management Consulting, Budgets, Negotiation, Testing, Sales Operations, Finance, Training, Recruiting

Education
Series 7, 63 and 24   2009 — 2013
Series 7, 63 and 24

Stevens Institute of Technology   1985 — 1989
MS

Fairfield University   1980 — 1984
BS

University of Pennsylvania - The Wharton School

Duke University - The Fuqua School of Business

Laura Criscione Laura Criscione Greater New York City Area Details
Laura Criscione's Freedom Capital Management Experience May 2014 - August 2014
Job Intern at Estro Communications
Industry Marketing and Advertising
Experience
Estro Communications  May 2015 - Present
Ramapo College of New Jersey  December 2014 - Present
Ramapo College of New Jersey  March 2013 - January 2015
Freedom Capital Management   May 2014 - August 2014
Social B Fly Event Planning and Marketing Boutique   May 2014 - August 2014
Stein Mart  August 2011 - August 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Team Building, Event Planning, Organization Skills, Time Management, Social Media, Marketing, Communication, Research, Leadership

Education
Ramapo College of New Jersey   2012 — 2016
Bachelor of Science (B.S.) AACSB Accredited, Business Administration, Marketing, 3.7/4.0

Katrina Esposito Katrina Esposito Jersey City, New Jersey Details
Katrina Esposito's Freedom Capital Management Experience January 2010 - June 2013
Job Strategic Relationship Group Assistant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   October 2014 - Present
Lord, Abbett & Co. LLC   July 2013 - October 2014
Freedom Capital Management   January 2010 - June 2013
Vera Bradley  June 2012 - April 2013

Skills
Leadership, Training, Selling, Visual Merchandising, Retail, Merchandising, Customer Service, Store Management, Sales, Loss Prevention, Time Management, Retail Sales, Marketing, Microsoft Excel, Fashion, Management, Customer Satisfaction

Education
Monmouth University
Master of Business Administration (MBA), Business, General, 3.6

Monmouth University   2007 — 2011
Bachelor of Science (BS), Business Administration

Darlene Ferioli Darlene Ferioli Greater Boston Area Details
Darlene Ferioli's Freedom Capital Management Experience July 1987 - April 2002
Job Senior Director/Assistant Treasurer at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  August 2009 - Present
Beacon Consulting Group  July 2007 - August 2009
New England School of Court Reporting   2004 - 2006
Freedom Capital Management   July 1987 - April 2002
State Street Bank  1986 - 1987

Skills
Financial Analysis, Risk Management, Process Improvement, Vendor Management, Project Management, Mutual Funds, Financial Reporting, Fund Accounting, Valuation, Financial Services, Securities, Bloomberg

Education
Saint Anselm College   1982 — 1985
Bachelor of Arts (B.A.), Business and Economics

Bridgewater State College   1981 — 1982

Bridgewater-Raynham Regional High School

Peter Hapgood Peter Hapgood The Villages, Florida Details
Peter Hapgood's Freedom Capital Management Experience 1992 - 2000
Job Chairman of Education Committee at Florida Public Pension Trustees Association
Industry Education Management
Experience
Florida Public Pension Trustees Association   1997 - Present
Intercontinental Real Estate Corporation  2008 - Present
Public Pensions, Inc   2003 - Present
Nordear Investment Management   2000 - 2002
Freedom Capital Management   1992 - 2000
Massachusetts Teachers Retirement System  1986 - 1993
Southbridge High School   1977 - 1986

Skills
Management Consulting, Pensions, Governance, Defined Benefit, Change Management, Business Transformation, Employee Benefits, Risk Management, Financial Services, Business Planning, Strategy, Project Management, Business Strategy, Investments, HR Consulting, Consulting, Retirement

Education
American International College
M.A. Special Education

Nichols College
B.A. Public Administration

Bob Moon Bob Moon Greater Boston Area Details
Bob Moon's Freedom Capital Management Experience March 1994 - March 2007
Job Investment Professional
Industry Investment Management
Experience
The Roosevelt Investment Group  March 2007 - May 2013
Freedom Capital Management   March 1994 - March 2007
Tucker Anthony  June 1991 - March 1994
Prudential Securities  September 1989 - June 1991

Skills
Equities, Series 7, Buy-side, Securities, FX trading, Series 63, Wealth Management, Trading Strategies, Bloomberg, Trading, Trading Systems, Asset Allocation, Equity Trading, Separately Managed..., Electronic Trading, Equity Research, Hedge Funds, Portfolio Management, Capital Markets, Investments, Bonds, Fixed Income, Mutual Funds, Asset Management, Investment Management, Investment Strategies, Emerging Markets, ETFs, Technical Analysis, Financial Markets, Alternative Investments, Options, Derivatives, Management, Financial Services, Valuation, Strategy, Financial Modeling, Risk Management, Finance, Investment Banking, Financial Analysis, Analysis, Equity Derivatives, Private Equity, FX Options, Economics

Education
Syracuse University   1983 — 1987
BA, English

St Johns   1979 — 1983

David Kealey David Kealey Austin, Texas Area Details
David Kealey's Freedom Capital Management Experience May 1996 - September 1997
Job Enterprise Performance Management and Transformation Leader
Industry Information Technology and Services
Experience
Wincor Nixdorf  February 2015 - Present
Linium  August 2013 - June 2014
Dell  February 2013 - August 2013
Dell  August 2011 - February 2013
Dell  September 2004 - September 2011
Alliance Flight Services   March 2003 - October 2006
Dell  November 2002 - September 2004
Dell  March 2000 - November 2002
Dell  September 1997 - March 2000
Freedom Capital Management   May 1996 - September 1997

Skills
Pricing, Cross-functional Team..., Management, Leadership, Business Strategy, Vendor Management, Contract Negotiation, Strategic Planning, Finance, Managed Services, Corporate Finance, New Business Development, Mergers & Acquisitions, Virtualization, SaaS, Sales, Solution Selling, Enterprise Software, Business Analysis, Mentoring, Due Diligence, Salesforce.com, Partner Management, Mergers, Process Design, Strategic Partnerships, Six Sigma, CRM, Sarbanes-Oxley Act, Audit management and..., Complex services and..., Cross-functional..., Customer contract..., Executive and customer..., Financial and..., Financial planning and..., Financial reporting,..., Probabilistic and..., M&A due diligence, Corporate acquisition..., Offer design,..., Process design and..., Product planning and..., Project and program..., Revenue accounting,..., SOX compliance, Services solutions..., Vendor contract..., Commercial Pilot,..., Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   2003 — 2006
MBA, Finance and Strategy

The University of Texas at Austin   1999 — 2002
BA, Geography and Business

Western University   1988 — 1992
BA, Urban Development

Lori Muller Lori Muller Greater Boston Area Details
Lori Muller's Freedom Capital Management Experience 1987 - 1997
Job Co Founder & CEO at THEIA Studios inc.
Industry Computer Software
Experience
THEIA Studios inc.   2014 - Present
Bella Casa Marketing   May 2013 - Present
Lori M. photography   June 2011 - Present
Ever True Studios   2013 - 2013
Freedom Capital Management   1987 - 1997
network admin   1987 - 1997
tucker anthony  1987 - 1997

Skills
Professional..., Post Production..., Photography, Web Design, Multimedia, Art, Portrait Photography, CSS, Event Photography, HTML, PHP, Web Development, JavaScript, MySQL, Video Editing, Portraits, Weddings, Flash

Education
Harvard University   1997 — 2001
CAS, Multimedia

Roger Williams University   1980 — 1984
Bachelor of Science (B.S.), Business/Commerce, General

NECC
Photography

Brett Minogue Brett Minogue Greater Boston Area Details
Brett Minogue's Freedom Capital Management Experience 1998 - 2000
Job Director, Internal Sales & Planning Solutions at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  December 2007 - Present
Bank of America  September 2005 - December 2007
John Hancock Financial Network/Signator Investors   October 2000 - September 2005
Freedom Capital Management   1998 - 2000

Skills
Series 63, Series 7, Retirement Planning, FINRA, Asset Allocation, Insurance, Wealth Management, Securities, Mutual Funds, Variable Annuities, Separately Managed..., Series 6, Alternative Investments, Investment Advisory, Investments

Education
University of Connecticut
BA

Susan S. Mooney Susan S. Mooney Greater Boston Area Details
Susan S. Mooney's Freedom Capital Management Experience 2003 - 2007
Job Investment Advisor/Portfolio Manager
Industry Investment Management
Experience
Breckinridge Capital Advisors  February 2007 - January 2014
Freedom Capital Management   2003 - 2007
Harbor Capital Management Co., Inc.   1979 - 2003

Skills
Fixed Income, Portfolio Management, Investments, Investment Management, Investment Strategy, Sustainable Investing, Asset Allocation, Investment Strategies, Asset Management, Bloomberg

Education
Union College
BA, American Studies, Cum Laude

Darlene Rego Darlene Rego Greater Boston Area Details
Darlene Rego's Freedom Capital Management Experience 1987 - 2002
Job Managing Associate
Industry Financial Services
Experience
Beacon Consulting Group  July 2007 - Present
Freedom Capital Management   1987 - 2002

Education
Saint Anselm College   1982 — 1985
BA, Business and Economics

Anne Scherr Anne Scherr San Francisco Bay Area Details
Anne Scherr's Freedom Capital Management Experience 1987 - 1990
Job Operations Manager at Fairview Capital
Industry Investment Management
Experience
Fairview Capital  March 2015 - Present
Stewart and Patten   August 2013 - March 2015
Quantum Capital Management  April 2012 - June 2013
Bersot Capital Management   February 2011 - April 2012
Private Wealth Partners, LLC  2005 - 2007
Advent Software  1990 - 2005
Freedom Capital Management   1987 - 1990
Cambridge Trust Company  1983 - 1987

Skills
Reconciliation, DTC, Advent, Back Office, Excel, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Account Reconciliation, Portfolio Management, Security APL, Asset Management, Customer Service, Financial Services, Equities, Salesforce.com, Investment Management, Axys, Performance Measurement, Financial Analysis, Process Improvement, Project Management

Education
University of Connecticut   1979 — 1983
B.A., Economics and French

Swarthmore High School   1975 — 1979

Susan Ritval Susan Ritval Greater Boston Area Details
Susan Ritval's Freedom Capital Management Experience November 1996 - October 1997
Job Strategic Marketing Consulting Professional
Industry Marketing and Advertising
Experience
various financial services and other organization types   April 2010 - Present
U.S. Trust, Bank of America Private Wealth Management   July 2007 - August 2010
U.S. Trust   November 2003 - June 2007
State Street Bank - SSgA   April 2001 - October 2003
State Street Research & Management  October 1997 - March 2001
Freedom Capital Management   November 1996 - October 1997
Painewebber  1993 - 1994

Skills
Marketing Strategy, Financial Services, Marketing, Asset Management, Project Management, Wealth Management, Management, Strategic Planning, Portfolio Management, Marketing Communications

Education
Boston University   1989 — 1993
BS, Communications/Marketing/Psychology

Arlene marano Arlene marano Greater Boston Area Details
Arlene marano's Freedom Capital Management Experience February 1998 - May 2000
Job Financial Services Professional
Industry Financial Services
Experience
St. Sebastian's School   June 2012 - June 2013
Freedom Capital Management   February 1998 - May 2000
Boston Private Bank & Trust Co   November 1996 - January 1998
State Street Bank and Trust Co  November 1989 - October 1996

Skills
Investments, Equities, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Mutual Funds, Banking, Customer Service, Asset Allocation, Asset Management, Bonds, Finance, Hedge Funds, Financial Reporting, Marketing, Securities, Strategic Planning

Education
Assumption College   1985 — 1989
Bachelor of Arts (BA), Business Management

Assumption College   1985 — 1989
BA, Business Management