Guardian Investor Services LLC
Industry: Company
DescriptionFounded: 2001 Parent organization: The Guardian Life Insurance Company of America Subsidiaries: Park Avenue Institutional Advisers LLC, Guardian Baillie Gifford Limited People also search for: Voya Financial Advisors, Inc.,
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Guardian Investor Services LLC Employees
Employee
Years
Job
Industry
Andy Heiniluoma Andy Heiniluoma's Guardian Investor Services LLC Experience 2001 - 2002
Job
Industry Investment Management
Experience
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Salience, LLC 2014 - Present
Pharmatest Services Ltd 2012 - Present
New York Life Securities, LLC 2011 - 2012
Aalto University School of Science and Technology 2008 - 2010
Fresenius Medical Care 2006 - 2007
Fidelity Investments 2004 - 2006
Citizens Bank 2002 - 2004
Guardian Investor Services, LLC 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Investments, Business Development, Cognitive Neuroscience, International Trade, Entrepreneurship, Sales, Start-ups, Strategic Financial..., Strategy, Finance, Venture Capital, Marketing Strategy, Strategic Partnerships, Analysis, New Business Development, Management, Connected Health, Financial Planning, Market Research, Asset Management, Portfolio Management, Equity Research, Derivatives, ETFs, Valuation, Economics, International Business, Mutual Funds
Education
Aalto University, Finland 2007 — 2011
M.Sc. Studies
University of Massachusetts, Amherst 1992 — 2001
B.A.
Turku Law School, Finland 1997 — 1999
Certificate
Jerrod DeShaw, CMFC® Jerrod DeShaw, CMFC®'s Guardian Investor Services LLC Experience January 2000 - April 2004
Job Senior Vice President Head of Institutional Sales at Sentinel Investments
Industry Financial Services
Experience
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Sentinel Investments August 2014 - Present
Sentinel Investments June 2012 - August 2014
Sentinel Investments May 2008 - June 2012
John Hancock April 2004 - April 2008
Guardian Investor Services, LLC January 2000 - April 2004
Skills
Series 63, Mutual Funds, Sentinel, Sales, Series 7, Asset Allocation, Sales Management, Series 6, Investments, Asset Managment, Series 26
Education
Colby College 1993 — 1997
BA, Government, Economics
Brian Foran Brian Foran's Guardian Investor Services LLC Experience July 2005 - February 2011
Job Annuity Marketing at Guardian Life
Industry Financial Services
Experience
Guardian Life July 2014 - Present
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 2012 - October 2013
The Guardian Life Insurance Company of America January 2011 - August 2012
Guardian Investor Services, LLC July 2005 - February 2011
Pioneer Investments January 2005 - August 2005
Skills
Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
Education
Assumption College 2000 — 2004
BS, Business Communications
Guardian Life July 2014 - Present
Guardian Life October 2013 - Present
The Guardian Life Insurance Company of America August 2012 - October 2013
The Guardian Life Insurance Company of America January 2011 - August 2012
Guardian Investor Services, LLC July 2005 - February 2011
Pioneer Investments January 2005 - August 2005
Skills
Customer Experience, Customer Retention, Regulatory Requirements, Regulatory Affairs, Marketing Communications, Vendor Relationships, Vendor Contracts, Vendor Management, Contract Negotiation, FINRA, Annual Reports, Sales, Territory Management, Territory Development, Investor Relations, Building Relationships, Relationship Marketing, Sales Force Development
Education
Assumption College 2000 — 2004
BS, Business Communications
Shawnett Welsh Shawnett Welsh's Guardian Investor Services LLC Experience October 2006 - August 2011
Job President/Owner
Industry Financial Services
Experience
Exquisite Probiz LLC August 2011 - Present
Primerica August 2005 - Present
Guardian Investor Services, LLC October 2006 - August 2011
H&R Block December 2008 - May 2011
Metropolitan Jewish Health System May 2003 - October 2006
Skills
Microsoft Office 2007, Tax Preparation, Internet, Lotus Notes, Outlook, Self-management, Self Starter, PeopleSoft, Kronos, Database Administration, Intranet, Notary Public, Term Life Insurance, Life Insurance, Administrative..., PowerPoint, Mutual Funds, People Skills, Fixed Annuities, Human Resources, Management, Microsoft Office
Education
Berkeley College 2003 — 2005
BA, Business Administration Information Systems Management
Long Island University, Brooklyn Campus 1994 — 1994
Certificate, Paralegal Studies
Exquisite Probiz LLC August 2011 - Present
Primerica August 2005 - Present
Guardian Investor Services, LLC October 2006 - August 2011
H&R Block December 2008 - May 2011
Metropolitan Jewish Health System May 2003 - October 2006
Skills
Microsoft Office 2007, Tax Preparation, Internet, Lotus Notes, Outlook, Self-management, Self Starter, PeopleSoft, Kronos, Database Administration, Intranet, Notary Public, Term Life Insurance, Life Insurance, Administrative..., PowerPoint, Mutual Funds, People Skills, Fixed Annuities, Human Resources, Management, Microsoft Office
Education
Berkeley College 2003 — 2005
BA, Business Administration Information Systems Management
Long Island University, Brooklyn Campus 1994 — 1994
Certificate, Paralegal Studies
William (Bill) Ford, CFP® William (Bill) Ford, CFP®'s Guardian Investor Services LLC Experience March 2000 - December 2008
Job Vice President, National Accounts at American Century Investments
Industry Financial Services
Experience
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
American Century Investments July 2010 - Present
Summit Financial Corporation July 2009 - July 2010
Guardian Investor Services LLC March 2000 - December 2008
New England Financial 1998 - 2000
Putnam Investments 1994 - 1998
The Advisors Group 1993 - 1995
Ameriprise Financial 1991 - 1993
Skills
Mutual Funds, Asset Management
Education
University of New Hampshire 1985 — 1989
Colin Lake CIMA®'s Guardian Investor Services LLC Experience December 2008 - December 2012
Job National Sales Director at RS Investments
Industry Investment Management
Experience
RS Investments January 2013 - Present
Guardian Investor Services LLC December 2008 - December 2012
Planco Financial Services December 1995 - December 2008
Skills
Public Speaking, Presentation Coaching, Business Development, Business Efficiency, Life Coaching, Investments, Series 63, Sales, Mutual Funds, Sales Management, Series 6, Retirement Planning, Marketing, Wealth Management, Alternative Investments
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS), Psychology
RS Investments January 2013 - Present
Guardian Investor Services LLC December 2008 - December 2012
Planco Financial Services December 1995 - December 2008
Skills
Public Speaking, Presentation Coaching, Business Development, Business Efficiency, Life Coaching, Investments, Series 63, Sales, Mutual Funds, Sales Management, Series 6, Retirement Planning, Marketing, Wealth Management, Alternative Investments
Education
Kutztown University of Pennsylvania
Bachelor of Science (BS), Psychology
John Hsu, CFA's Guardian Investor Services LLC Experience October 2003 - October 2008
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Raymond James February 2014 - Present
Cerulli Associates October 2008 - January 2014
Guardian Investor Services LLC October 2003 - October 2008
Wachovia Securities May 2003 - September 2003
Morgan Stanley June 2002 - September 2002
Skills
Alternative Investments, Mutual Funds, Investments, Investment Strategies, Asset Management, Private Equity, Equities, Hedge Funds, Investment Management, Asset Allocation, Asset Managment, Bloomberg, Financial Markets, Retirement, Portfolio Management, Financial Advisory, Series 63, 401k, Analysis, Fixed Income, Derivatives, Securities, Financial Modeling, Microsoft Excel, Institutional..., Chartered Financial..., Separately Managed..., Pension Funds, Yoga, Fitness Training, Weight Training, Valuation Modeling, Equity Research, Valuation
Education
University of Rochester 1999 — 2003
Bachelor of Arts, Economics, with Chinese minor
Mary Jane Dinardo's Guardian Investor Services LLC Experience March 1999 - August 2004
Job Realtor for the Hoboken/Jersey City Area
Industry Real Estate
Experience
RE/MAX Gold Coast Realty October 2011 - Present
Cherub Homes, LLC February 2008 - Present
United First Financial 2008 - Present
SmartStream Technologies April 2006 - May 2007
Discovery - The Financial Information Group August 2004 - April 2005
Guardian Investor Services, LLC March 1999 - August 2004
Tucker Anthony, Inc. March 1997 - February 1998
Education
Regis University 2001 — 2004
MBA, Health Care Management
The College of New Jersey 1990 — 1995
BS, BA, Biology, Psychology, Chemistry
Willingboro High School 1986 — 1990
Diploma, Honors
RE/MAX Gold Coast Realty October 2011 - Present
Cherub Homes, LLC February 2008 - Present
United First Financial 2008 - Present
SmartStream Technologies April 2006 - May 2007
Discovery - The Financial Information Group August 2004 - April 2005
Guardian Investor Services, LLC March 1999 - August 2004
Tucker Anthony, Inc. March 1997 - February 1998
Education
Regis University 2001 — 2004
MBA, Health Care Management
The College of New Jersey 1990 — 1995
BS, BA, Biology, Psychology, Chemistry
Willingboro High School 1986 — 1990
Diploma, Honors
Vanessa L. Madkins's Guardian Investor Services LLC Experience November 2004 - August 2006
Job Customer Service Representative at YMCA Retirement Fund
Industry Marketing and Advertising
Experience
YMCA Retirement Fund April 2014 - Present
AIG May 2013 - December 2013
Geico August 2011 - October 2012
Bloomingdale's October 2010 - August 2011
HealthPass July 2009 - March 2010
New York Organ Donor Network January 2009 - May 2009
NBC Universal September 2008 - December 2008
Guardian Investor Services LLC November 2004 - August 2006
AXA Equitable (formerly MONY Securities Corporation) June 2004 - October 2004
MONY Securities Corporation March 2000 - June 2004
Skills
Social Media, Account Management, Intergrated Marketing, Digital Media, Media Relations, Public Relations, Event Planning, Event Management, Marketing Communications, Budgeting, Customer Relations, Microsoft Office 2007, Outlook, Lotus 123, Financial Services, Customer Service, Facebook, Integrated Marketing, Marketing, Microsoft Office, PowerPoint, Research, Social Networking
Education
City University of New York City College 2006 — 2009
BA in Media Communications, Advertising & Public Relations
YMCA Retirement Fund April 2014 - Present
AIG May 2013 - December 2013
Geico August 2011 - October 2012
Bloomingdale's October 2010 - August 2011
HealthPass July 2009 - March 2010
New York Organ Donor Network January 2009 - May 2009
NBC Universal September 2008 - December 2008
Guardian Investor Services LLC November 2004 - August 2006
AXA Equitable (formerly MONY Securities Corporation) June 2004 - October 2004
MONY Securities Corporation March 2000 - June 2004
Skills
Social Media, Account Management, Intergrated Marketing, Digital Media, Media Relations, Public Relations, Event Planning, Event Management, Marketing Communications, Budgeting, Customer Relations, Microsoft Office 2007, Outlook, Lotus 123, Financial Services, Customer Service, Facebook, Integrated Marketing, Marketing, Microsoft Office, PowerPoint, Research, Social Networking
Education
City University of New York City College 2006 — 2009
BA in Media Communications, Advertising & Public Relations
Ryan Vallee's Guardian Investor Services LLC Experience January 2005 - April 2013
Job TD Ameritrade Designated Brokerage Services
Industry Financial Services
Experience
TD Ameritrade May 2013 - Present
Guardian Investor Services, LLC January 2005 - April 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Source Technology 1998 - 2002
Skills
Asset Allocation, Investments, Uniform Combined State..., Insurance, Risk Management, Financial Planning, Series 7, Sales Management, Series 66, Customer Relations, Series 26
Education
Providence College 1993 — 1997
B.S., Business Management
Northfield Mount Hermon 1992 — 1993
TD Ameritrade May 2013 - Present
Guardian Investor Services, LLC January 2005 - April 2013
Ameriprise Financial Services, Inc. August 2003 - January 2005
Source Technology 1998 - 2002
Skills
Asset Allocation, Investments, Uniform Combined State..., Insurance, Risk Management, Financial Planning, Series 7, Sales Management, Series 66, Customer Relations, Series 26
Education
Providence College 1993 — 1997
B.S., Business Management
Northfield Mount Hermon 1992 — 1993
Tim Pierce's Guardian Investor Services LLC Experience May 2010 - October 2012
Job Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management October 2012 - October 2013
Guardian Investor Services, LLC May 2010 - October 2012
The Guardian Annuities & RS Funds November 2009 - May 2010
JPMorgan Chase June 2009 - November 2009
Hutchison Landscaping, Inc May 2004 - November 2009
Ameriprise Financial January 2008 - May 2008
Education
Saint Anselm College 2005 — 2009
Financial Economics
Saint Anselm College
Bachelor of Arts, Financial Economics
Natixis Global Asset Management October 2013 - Present
Natixis Global Asset Management October 2012 - October 2013
Guardian Investor Services, LLC May 2010 - October 2012
The Guardian Annuities & RS Funds November 2009 - May 2010
JPMorgan Chase June 2009 - November 2009
Hutchison Landscaping, Inc May 2004 - November 2009
Ameriprise Financial January 2008 - May 2008
Education
Saint Anselm College 2005 — 2009
Financial Economics
Saint Anselm College
Bachelor of Arts, Financial Economics
Michael D. Senkier, CLTC's Guardian Investor Services LLC Experience June 2002 - November 2003
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Maria Cusimano's Guardian Investor Services LLC Experience July 2000 - August 2006
Job Senior Content Developer, ADP, Inc.
Industry Financial Services
Experience
ADP September 2010 - Present
ADP July 2008 - September 2010
Guardian Investor Services LLC July 2000 - August 2006
Prudential Investments August 1999 - July 2000
Prudential Group Life and Disability December 1997 - August 1999
PaineWebber July 1995 - December 1997
Skills
Marketing Strategy, Project Management, Online Marketing, Marketing, Social Media Marketing, Email Marketing, Digital Marketing, Online Advertising, B2B, Marketing Communications, Salesforce.com, Sales Presentations, Direct Mail, CRM, SEO, SEM
Education
St. Peter's College 1991 — 1995
Bachelor of Science, Marketing
ADP September 2010 - Present
ADP July 2008 - September 2010
Guardian Investor Services LLC July 2000 - August 2006
Prudential Investments August 1999 - July 2000
Prudential Group Life and Disability December 1997 - August 1999
PaineWebber July 1995 - December 1997
Skills
Marketing Strategy, Project Management, Online Marketing, Marketing, Social Media Marketing, Email Marketing, Digital Marketing, Online Advertising, B2B, Marketing Communications, Salesforce.com, Sales Presentations, Direct Mail, CRM, SEO, SEM
Education
St. Peter's College 1991 — 1995
Bachelor of Science, Marketing
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