HM Payson & Co
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HM Payson & Co Employees
HM Payson & Co September 2015 - Present
Cambridge Associates January 2014 - September 2015
George Washington University August 2012 - January 2014
Colby College February 2010 - May 2012
Colby College September 2009 - May 2012
United States Senate January 2012 - January 2012
United States Senate May 2009 - August 2009
Skills
Program Development, Higher Education, Microsoft Office, Spanish, Public Relations, Research, Quantitative Research, Nonprofits, Quantitative Analytics, Philanthropy, Press Releases, Policy Analysis
Education
Colby College 2008 — 2012
Bachelor of Arts (BA), Government
IDEXX Laboratories May 2015 - Present
HM Payson & Co December 2014 - May 2015
Spinnaker Trust November 2012 - December 2014
Servpro Industries April 2009 - November 2012
Merrill Lynch 2005 - 2009
Eaton Vance 2002 - 2005
Tucker Anthony 1999 - 2002
Skills
Microsoft Office, Customer Service, Sales, Event Planning, Strategic Planning, Social Networking, Social Media Marketing, New Business Development, Marketing Strategy, Event Management, Training, Coaching, Project Management, Facebook
Education
East Carolina University 1992 — 1996
Bachelor of Science (B.S.)
HM Payson & Co 1981 - Present
Skills
investment policy...
Education
Harvard College 1976 — 1979
A.B., Economics
HM Payson & Co 2014 - September 2015
HM Payson & Co September 2012 - January 2014
Harpswell Capital August 2011 - June 2012
RBC Capital Markets January 2011 - August 2011
RBC Capital Markets November 2006 - January 2011
Los Angeles Dodgers December 2003 - October 2006
M.I.T. Center for Cancer Research September 2001 - June 2003
New York County District Attorney's Office, New York, NY June 1999 - May 2000
Fitzpatrick, Cella, Harper & Scinto June 1998 - June 1999
Education
Princeton University 1994 — 1998
BA, History
HM Payson & Co July 2014 - Present
Modera Wealth Management August 2012 - July 2014
Modera Wealth Management June 2010 - July 2012
Providence College Athletic Department October 2007 - May 2010
OPPENHEIMER & CO. INC September 2009 - December 2009
Urmston Forshee Plain & Amelio CPAs PLLC May 2007 - August 2008
Education
Boston University 2011 — 2012
Financial Planning Program
Providence College 2006 — 2010
Bachelor of Science, Business Administration; Finance
Fidelity Investments July 2013 - Present
Eaton Vance June 2012 - August 2012
HM Payson & Co June 2011 - September 2011
Atlantic Parking Services May 2010 - August 2011
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance, General
London School of Economics and Political Science 2011 — 2012
General Course, Accounting and Finance
Kennebunk High School 2005 — 2009
High School Diploma, General
Spinnaker Trust November 2009 - Present
TD Wealth Management July 2005 - November 2009
HM Payson & Co May 1998 - July 2005
Skills
Investment Management, Banking, Wealth Management, Equities, Investments, Trusts, Mutual Funds, IRAs
Education
Ascenus IRA Fall Forum 2014 — 2014
Ascenus IRA Fall Forum 2014 — 2014
Cannon Financial Institute 2007 — 2011
Trust School
Elmira College 1994 — 1998
Business Administration, Management
Ascenus IRA Fall Forum
Ascenus IRA Fall Forum
Ascenus IRA Fall Forum
HM Payson & Co June 2015 - Present
Spinnaker Trust May 2011 - June 2015
Ram Trust Company February 2005 - May 2011
Skills
Operations Management, Banking, Financial Analysis, Compliance, Due Diligence, Team Leadership, Microsoft Office, Real Estate
Education
Plymouth State University 1994 — 1998
Bachelor's degree
Deering High School 1991 — 1994
AAA Northern New England July 2012 - Present
WRS Insurance & Retirement Planning November 2010 - September 2012
Aflac 2007 - 2012
Southern Maine Community College 2010 - 2011
Salem Advisory Group, LLC 2010 - 2010
Living Wealth Partners, LLC – An Agency of Guardian Life Insurance Company of America 2008 - 2010
National Life of Vermont 2008 - 2008
Sole Proprietor 2005 - 2007
HM Payson & Co 2004 - 2005
F.L.Putnam Investment Management Company 2000 - 2004
Skills
Underwriting, Insurance, Term Life Insurance, Life Insurance, Estate Planning, Financial Services, Strategic Financial...
Education
City University of Seattle
MBA, Personal Financial Planning
Norwich University
BA, Finance
HM Payson & Co April 2011 - Present
Savings Bank of Maine July 2009 - April 2011
Skills
Investments, Investment Strategies, Investment Management, Valuation, Financial Modeling
Education
Cedarville University 2005 — 2009