Harborside Group

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Harborside Group Employees

Employee
Years
Job
Industry
James Hyland, CMFC® James Hyland, CMFC® Baltimore, Maryland Area Details
James Hyland, CMFC®'s Harborside Group Experience January 2008 - Present
Job Regional Sales Director at Hennessy Funds
Industry Financial Services
Experience
Hennessy Funds  November 2012 - Present
Harborside Group   January 2008 - Present
FBR Asset Management   November 2010 - November 2012
AFBA 5Star Funds   August 2008 - March 2010
Flag Investor Funds   January 2008 - July 2008
Northwestern Mutual  August 2006 - January 2008

Skills
Mutual Funds, Financial Services, Investments, Investment Advisory, Asset Management, Financial Advisory, Estate Planning, Wealth Management, Finance, Asset Allocation, Insurance, Portfolio Management, Funding, Investment Strategies, Hedge Funds, Wealth Management..., Derivatives

Education
University of Maryland Baltimore County   2002 — 2006

College for Financial Planning
Chartered Mutual Fund Counselor - CMFC®

Kevin Shields Kevin Shields Baltimore, Maryland Area Details
Kevin Shields's Harborside Group Experience July 2013 - Present
Job Advisor Relationship Manager at Hennessy Funds
Industry Financial Services
Experience
Hennessy Funds  July 2014 - Present
Harborside Group   July 2013 - Present

Skills
Mutual Funds, Finance, Financial Services, Investments, Series 7, Series 63, Morningstar, Morningstar Direct, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research

Education
Franklin & Marshall College   2009 — 2013
Bachelor of Arts (BA), Business, Organizations & Society - Finance

Loyola Blakefield High School   2006 — 2009

Kaitlyn Hickey Kaitlyn Hickey Greater New York City Area Details
Kaitlyn Hickey's Harborside Group Experience August 2010 - December 2010
Job Account Manager at SessionM
Industry Marketing and Advertising
Experience
SessionM  August 2015 - Present
OMD USA  October 2014 - Present
OMD  July 2012 - September 2014
OMD  July 2011 - June 2012
Harborside Group   August 2010 - December 2010
Morgan Stanley Smith Barney  May 2010 - August 2010
Bedford Golf and Tennis Club  May 2008 - August 2010

Skills
Advertising, Marketing, PowerPoint, Microsoft Excel, Social Media Marketing, Email Marketing, Marketing Research, Negotiation

Education
Loyola University Maryland   2007 — 2011
BBA, Business and Management; Marketing

American University of Paris   2009 — 2009

Casey Horst Casey Horst Baltimore, Maryland Area Details
Casey Horst's Harborside Group Experience February 2011 - July 2012
Job Marketing Coordinator at JMT Technology Group
Industry Marketing and Advertising
Experience
JMT Technology Group  March 2014 - Present
JMT Technology Group  July 2012 - March 2014
Harborside Group   February 2011 - July 2012
Williams-Sonoma, Inc.   November 2010 - January 2011
Child Reach Ministries   May 2010 - July 2010
The Second Mile  May 2009 - August 2009

Skills
Adobe Creative Suite, Microsoft Office, Spanish, Social Media, Graphic Design, Email Marketing, MyEmma, Results Analysis, InDesign, Photoshop, Illustrator, Digital Marketing, Twitter, LinkedIn, Facebook Fan Page..., Blogging, Facebook, Google Analytics, Pinterest, Prezi, Deltek, Nonprofits, Sponsorship, Analysis, Social Media Marketing, Editing, Press Releases, Public Relations, Marketing, Social Networking, Community Outreach, Proposal Writing

Education
Penn State University   2006 — 2010
Bachelor of Science, Management

Mohawk Jr./Sr. High School   2002 — 2006
High School Diploma, General Studies

Nayoung Kim Nayoung Kim Owings Mills, Maryland Details
Nayoung Kim's Harborside Group Experience June 2014 - Present
Job Digital Media Specialist at Harborside Group
Industry Public Relations and Communications
Experience
Harborside Group   June 2014 - Present
MRIS, Inc.   September 2013 - June 2014
Whitaker Brothers  July 2013 - August 2013
University of Maryland  January 2013 - May 2013
Friends of the Global Fight Against AIDS, Tuberculosis and Malaria  January 2013 - May 2013
Global Partnership for Disability and Development   September 2012 - January 2013
University of Maryland  December 2010 - January 2013
Her Campus  September 2012 - December 2012
NOAA  February 2012 - May 2012

Skills
Photoshop, Microsoft Office, InDesign, Google Analytics, iMovie, Research, AP Style, Final Cut Pro, Editing, Newsletters, Afternoon naps, Illustrator, Media Monitoring, SharePoint, Salesforce.com, Blogging

Education
University of Maryland College Park   2009 — 2013
Bachelor's degree, Communication/Public Relations

Gail P. Brown, CFP® Gail P. Brown, CFP® Baltimore, Maryland Area Details
Gail P. Brown, CFP®'s Harborside Group Experience October 2007 - July 2010
Job Financial Planner
Industry Financial Services
Experience
MetLife Securities Inc./ Virtus Wealth Solutions   January 2014 - May 2015
Lincoln Financial Advisors  August 2010 - January 2014
Harborside Group   October 2007 - July 2010
Legg Mason/ Smith Barney   March 2004 - March 2007

Skills
Financial Planning, Investments, Retirement Planning, Investment Advisory, Series 7, Wealth Management, Strategic Financial..., Finance, Wealth, Small Business, Life Insurance, Retirement, Fixed Annuities, Certified Financial..., Asset Management, Financial Advisory, IRAs, Mutual Funds, Wealth Accumulation, Strategy, 401k, Disability Insurance, Financial Goals, Long-term Care, Investment Management, Alternative Investments, Estate Planning, Series 63, Securities, Financial Planners, Asset Allocation, Personal Financial..., ETFs, Series 65, Series 24, Separately Managed..., Financial Services, Term Life Insurance, Portfolio Management, Uniform Combined State..., Wealth Management...

Education
University of Dayton   1974 — 1976
BS, Business Administration

Fairfield University   1972 — 1974
Business Administration

Central Catholic High School, Norwalk, CT

Chris Holden Cortezi Chris Holden Cortezi Baltimore, Maryland Area Details
Chris Holden Cortezi's Harborside Group Experience October 2011 - Present
Job Financial Media Relations
Industry Public Relations and Communications
Experience
Harborside Group   October 2011 - Present
Deutsche Bank Securities  1998 - 2002
Alex. Brown & Sons   1996 - 1998
Alex. Brown & Sons (now Deutsche Bank)   1994 - 1996
Alex. Brown & Sons (now Deutsche Bank)   1993 - 1994

Skills
Investments, Equities, Media Relations, Equity Research, Public Relations, Finance

Education
Loyola College
MBA, Finance

Lynchburg College
BA, Managerial Economics

Claudia Notarangelo Claudia Notarangelo Baltimore, Maryland Area Details
Claudia Notarangelo's Harborside Group Experience December 2009 - December 2010
Job Marketing Coordinator, Federal Realty Investment Trust
Industry Marketing and Advertising
Experience
Federal Realty Investment Trust  April 2014 - Present
J.Crew  May 2007 - September 2014
Ulla Popken USA  January 2014 - April 2014
Jos. A. Bank Clothiers   January 2011 - January 2014
Harborside Group   December 2009 - December 2010
Fire & Ice  June 2008 - August 2008
Gap Inc.  February 2006 - May 2007

Skills
Email Marketing, Retail, Advertising, Marketing, Online Marketing, Sales, Merchandising, E-commerce, Public Relations, Sales Operations, Direct Mail, Marketing Strategy, Management, Sales Management, Event Management, Customer Satisfaction, Product Development, Press Releases, Brand Management, Direct Marketing, Brand Development, Market Research, Fashion, Visual Merchandising, Apparel, Social Media, Trade Shows

Education
Loyola University Maryland   2005 — 2009
Bachelor of Business Administration (BBA), Marketing

Maryvale Preparatory School   2001 — 2005
High School Diploma

Julie Mazzola Julie Mazzola Baltimore, Maryland Area Details
Julie Mazzola's Harborside Group Experience May 2005 - December 2012
Job Institutional Product Marketing Specialist at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  January 2013 - Present
Harborside Group   May 2005 - December 2012
Legg Mason  2001 - 2005
Deutsche Asset Management  1999 - 2001

Skills
Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Retirement

Education
Loyola University Maryland   2003 — 2005
Masters, Finance

Vanderbilt University   1995 — 1999
Bachelor of Arts (B.A.), Economics; Fine Arts

Lance Nickel Lance Nickel Baltimore, Maryland Area Details
Lance Nickel's Harborside Group Experience November 2009 - Present
Job VP, Interactive Development Director
Industry Marketing and Advertising
Experience
Harborside Group   November 2009 - Present
Redhead Companies  2011 - 2011
Creative Intelligence Agency  February 2009 - April 2010
MGH  January 2007 - January 2009
Accelera Romar   January 2006 - November 2006
GDG Enterprizes   June 1994 - November 2005

Skills
Creative Direction, Interactive Advertising, Marketing Communications, Branding, Corporate Branding, Digital Media, Mobile Marketing, Web Design, Information Architecture, Web Analytics, Website Development, Interactive Media, Video, User Interface Design, SEO, Art Direction, Advertising, Flash, Graphics, Creative Strategy, Interactive Marketing, Digital Marketing, Direct Mail, Integrated Marketing

Education
University of Maryland Baltimore County
BA, Imaging and Digital Arts/Animation

Timothy Brasel Timothy Brasel Baltimore, Maryland Area Details
Timothy Brasel's Harborside Group Experience January 2013 - February 2014
Job Associate at HighBank Advisors
Industry Investment Management
Experience
HighBank Advisors  February 2014 - Present
Harborside Group   January 2013 - February 2014
T. Rowe Price  January 2011 - January 2013
JP Morgan  December 2009 - June 2010

Skills
Fixed Income

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2013
MBA, Finance

Salisbury University - Perdue School of Business   2006 — 2009
B.S., Finance, Concentration in Investments

Stephen Baird, CFP® Stephen Baird, CFP® Baltimore, Maryland Details
Stephen Baird, CFP®'s Harborside Group Experience January 2015 - Present
Job Director of National Accounts & Sales Director
Industry Financial Services
Experience
Harborside Group   January 2015 - Present
Lord, Abbett & Co. LLC   June 2008 - October 2014
ATEL Secutities Corporation   February 2007 - March 2008
Investment Professionals, Inc.   2006 - 2007

Skills
Series 7, Series 63, Series 65, Mutual Funds, Separately Managed..., Institutional Accounts

Education
Texas Tech University   2002 — 2006
BS, Personal Financial Planning

Barbara A. Gillette Barbara A. Gillette Greater New York City Area Details
Barbara A. Gillette's Harborside Group Experience January 2013 - April 2013
Job Strategic PR & Integrated Marketing
Industry Public Relations and Communications
Experience
Harborside Group   January 2013 - April 2013
Weil, Gotshal & Manges LLP   2008 - 2011
Ross & Lawrence Public Relations   1995 - 2008

Skills
Media Relations, Strategic Communications, Public Relations, Internal Communications, Integrated Marketing, Intellectual Property, Editing, Press Releases, Corporate Communications, Crisis Communications, Speech Writing, Litigation, Content Development, Copy Editing, Blogging, Newsletters, Marketing, Legal Marketing, Marketing Communications, Journalism

Education
University of Virginia - Darden Graduate School of Business Administration   1985 — 1987
Master of Business Administration (M.B.A.)

Harvard University
BA, magna cum laude, Art History