Integrated Financial Partners
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Integrated Financial Partners Employees
Employee
Years
Job
Industry
Blake Silva Blake Silva's Integrated Financial Partners Experience July 2008 - September 2008
Job Funding Advisor at Advance Smart
Industry Financial Services
Experience
Advance Smart May 2013 - Present
Marriott International 2010 - 2012
Enterprise Rent-A-Car July 2009 - February 2010
FM Facility Maintenance February 2009 - May 2009
Integrated Financial Partners July 2008 - September 2008
Baystate Financial Services 2006 - 2008
Skills
Financial Analysis, Portfolio Management, Financial Forecasting, Sales, Investments, Insurance, Mutual Funds, Fund Accounting, Economics, Accounting, Financial Statements, Cold Calling
Education
Roger Williams University 2003 — 2008
Bachelor of Science (B.S.), Finance, General, 3.01
Manchester High School 1999 — 2003
Advance Smart May 2013 - Present
Marriott International 2010 - 2012
Enterprise Rent-A-Car July 2009 - February 2010
FM Facility Maintenance February 2009 - May 2009
Integrated Financial Partners July 2008 - September 2008
Baystate Financial Services 2006 - 2008
Skills
Financial Analysis, Portfolio Management, Financial Forecasting, Sales, Investments, Insurance, Mutual Funds, Fund Accounting, Economics, Accounting, Financial Statements, Cold Calling
Education
Roger Williams University 2003 — 2008
Bachelor of Science (B.S.), Finance, General, 3.01
Manchester High School 1999 — 2003
Deborah Telles-Palladino Deborah Telles-Palladino's Integrated Financial Partners Experience January 2007 - Present
Job Financial Planner @ Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners January 2007 - Present
Baystate Financial Services July 2001 - December 2006
Advantage Financial Services/ Transamerica Life July 1991 - July 2001
Phoenix Mutual February 1981 - July 1991
Skills
Investments, Retirement, Retirement Planning, Wealth, Wealth Accumulation, Estate Planning, Fixed Annuities, Financial Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Finance, Asset Allocation, Investment Advisory, Strategic Financial..., Tax
Education
Montclair State University 1974 — 1977
Brooklyn College 1970 — 1973
Integrated Financial Partners January 2007 - Present
Baystate Financial Services July 2001 - December 2006
Advantage Financial Services/ Transamerica Life July 1991 - July 2001
Phoenix Mutual February 1981 - July 1991
Skills
Investments, Retirement, Retirement Planning, Wealth, Wealth Accumulation, Estate Planning, Fixed Annuities, Financial Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Finance, Asset Allocation, Investment Advisory, Strategic Financial..., Tax
Education
Montclair State University 1974 — 1977
Brooklyn College 1970 — 1973
Dylan Jorling Dylan Jorling's Integrated Financial Partners Experience October 2011 - May 2012
Job Junior Trader Belvedere Trading
Industry Financial Services
Experience
Belvedere Trading, LLC October 2014 - Present
Belvedere Trading, LLC July 2013 - September 2014
Merchant Warehouse June 2012 - August 2012
Integrated Financial Partners October 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Belvedere Trading, LLC October 2014 - Present
Belvedere Trading, LLC July 2013 - September 2014
Merchant Warehouse June 2012 - August 2012
Integrated Financial Partners October 2011 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word
Education
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Katelyn Kitts's Integrated Financial Partners Experience January 2014 - January 2015
Job BSA/AML Analyst at Navy Federal Credit Union
Industry Banking
Experience
Navy Federal Credit Union March 2015 - Present
Integrated Financial Partners January 2014 - January 2015
CoStar Group April 2013 - December 2013
Beacon Hill Staffing Group July 2012 - February 2013
Fitzwilliams Financial September 2011 - July 2012
Skills
Temporary Staffing, Marketing, Office Management, Human Resources, Executive Search, Leadership, Recruiting, Business Development, Sales Operations, Finance, Account Management, Cold Calling, Sourcing, Sales, Sales Management, Customer Retention
Education
Strome College of Business 2007 — 2011
Navy Federal Credit Union March 2015 - Present
Integrated Financial Partners January 2014 - January 2015
CoStar Group April 2013 - December 2013
Beacon Hill Staffing Group July 2012 - February 2013
Fitzwilliams Financial September 2011 - July 2012
Skills
Temporary Staffing, Marketing, Office Management, Human Resources, Executive Search, Leadership, Recruiting, Business Development, Sales Operations, Finance, Account Management, Cold Calling, Sourcing, Sales, Sales Management, Customer Retention
Education
Strome College of Business 2007 — 2011
Evan Perkins's Integrated Financial Partners Experience January 2014 - May 2014
Job Intern at Integrated Financial Partners
Industry Management Consulting
Experience
Integrated Financial Partners January 2014 - May 2014
BNY Mellon June 2013 - August 2013
Massachusetts State House May 2010 - May 2010
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Management, Minoring in Finance
Vesalius College
The Pingree School 2006 — 2010
Integrated Financial Partners January 2014 - May 2014
BNY Mellon June 2013 - August 2013
Massachusetts State House May 2010 - May 2010
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Management, Minoring in Finance
Vesalius College
The Pingree School 2006 — 2010
Amy Oviedo Amy Oviedo's Integrated Financial Partners Experience August 2011 - Present
Job Financial Planning
Industry Financial Services
Experience
Integrated Financial Partners August 2011 - Present
Bankers Life and Casualty August 2005 - August 2011
Citibank 1999 - 2005
Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Wealth Accumulation, Financial Advisory, Wealth, Insurance, Portfolio Management, Small Business, Long Term Care Insurance, Employee Benefits, Finance, Financial Planning, 401k, Wealth Management..., Management
Education
Northeastern University 1992 — 1997
Bachelor of Science, Education & Modern Lanuages
Concord-Carlisle High School 1991 — 1992
High School Diploma
Integrated Financial Partners August 2011 - Present
Bankers Life and Casualty August 2005 - August 2011
Citibank 1999 - 2005
Skills
Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Wealth Accumulation, Financial Advisory, Wealth, Insurance, Portfolio Management, Small Business, Long Term Care Insurance, Employee Benefits, Finance, Financial Planning, 401k, Wealth Management..., Management
Education
Northeastern University 1992 — 1997
Bachelor of Science, Education & Modern Lanuages
Concord-Carlisle High School 1991 — 1992
High School Diploma
Cole Smith, CRPC® Cole Smith, CRPC®'s Integrated Financial Partners Experience July 2010 - Present
Job Wealth Planning Advisor
Industry Financial Services
Experience
Integrated Financial Partners July 2010 - Present
Ameriprise Financial 2007 - 2010
Skills
Strategic Financial..., Independent Financial..., Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Business Owner Planning, Executive Benefit..., Small Business..., Non-Qualified Deferred..., Employee Benefits Design, Estate Planning, Retirement Planning, Portfolio Performance..., Long Term Care Insurance, Retirement, Wealth Management, Wealth, Finance, Employee Benefits, Portfolio Management, 401k, Personal Finance, Wealth Accumulation, Mutual Funds, Asset Management, Series 63, Asset Allocation, Series 7, Financial Goals, Uniform Combined State..., Investments, Qualified Retirement..., Financial Advisory, Investment Advisory, Investment Strategies, Series 65, Securities, IRAs, Fixed Annuities, Long-term Care, Financial Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
James Madison University
B.B.A., Finance
Randolph-Macon College
Economics, International Relations
Integrated Financial Partners July 2010 - Present
Ameriprise Financial 2007 - 2010
Skills
Strategic Financial..., Independent Financial..., Wealth Management..., Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Business Owner Planning, Executive Benefit..., Small Business..., Non-Qualified Deferred..., Employee Benefits Design, Estate Planning, Retirement Planning, Portfolio Performance..., Long Term Care Insurance, Retirement, Wealth Management, Wealth, Finance, Employee Benefits, Portfolio Management, 401k, Personal Finance, Wealth Accumulation, Mutual Funds, Asset Management, Series 63, Asset Allocation, Series 7, Financial Goals, Uniform Combined State..., Investments, Qualified Retirement..., Financial Advisory, Investment Advisory, Investment Strategies, Series 65, Securities, IRAs, Fixed Annuities, Long-term Care, Financial Planning
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
James Madison University
B.B.A., Finance
Randolph-Macon College
Economics, International Relations
Joseph D'Urso Joseph D'Urso's Integrated Financial Partners Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
Integrated Financial Partners September 2012 - Present
HDJ Publishing/Taste of the Bay Magazine June 2003 - May 2012
Skills
Financial Planning, Retirement Planning, Wealth Accumulation, Education Funding, Estate Planning, Small Business, Tax, Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Management, Entrepreneurship, CRM, Leadership, Sales Management, Marketing, Advertising
Education
Washington College
B.A. Sociology
Florida State University
Certificate in Financial Planning and Services
Integrated Financial Partners September 2012 - Present
HDJ Publishing/Taste of the Bay Magazine June 2003 - May 2012
Skills
Financial Planning, Retirement Planning, Wealth Accumulation, Education Funding, Estate Planning, Small Business, Tax, Finance, Life Insurance, Disability Insurance, Long Term Care Insurance, Financial Services, Management, Entrepreneurship, CRM, Leadership, Sales Management, Marketing, Advertising
Education
Washington College
B.A. Sociology
Florida State University
Certificate in Financial Planning and Services
Robert M. Grenus, CFS, RFC Robert M. Grenus, CFS, RFC's Integrated Financial Partners Experience December 1989 - Present
Job Financial Planner at Integrated Financial Partners, Glastonbury, CT
Industry Financial Services
Experience
Integrated Financial Partners December 1989 - Present
Skills
Retirement Planning, Mutual Funds, Financial Planning, Financial Advisory, Wealth Accumulation, Retirement, Wealth Management, Financial Services, Finance, Investments, Asset Allocation, Insurance, Estate Planning, Series 7, Long-term Care, Portfolio Management, Health Insurance, Investment Advisory, Life Insurance, Series 63, 401k, Strategic Financial..., Alternative Investments, Series 65, IRAs, Legacy Planning, College Education, Asset Management
Education
Southern New Hampshire University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Integrated Financial Partners December 1989 - Present
Skills
Retirement Planning, Mutual Funds, Financial Planning, Financial Advisory, Wealth Accumulation, Retirement, Wealth Management, Financial Services, Finance, Investments, Asset Allocation, Insurance, Estate Planning, Series 7, Long-term Care, Portfolio Management, Health Insurance, Investment Advisory, Life Insurance, Series 63, 401k, Strategic Financial..., Alternative Investments, Series 65, IRAs, Legacy Planning, College Education, Asset Management
Education
Southern New Hampshire University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Sarah Lobosco's Integrated Financial Partners Experience January 2013 - May 2013
Job Business Technology Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2014 - Present
Bentley University, University Advancement September 2010 - May 2014
Deloitte June 2013 - August 2013
Integrated Financial Partners January 2013 - May 2013
SunMED Medical May 2012 - September 2012
Lighthouse Planning Consultants May 2012 - August 2012
Skills
Close Attention to..., Organization, Friendly Personality, Time Management, Dedication to..., Microsoft Excel, PowerPoint, Streetscape, Microsoft Word, Outlook, Peachtree, Morningstar, Highly personable, Customer Service
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Universitat Pompeu Fabra 2012 — 2012
Deloitte July 2014 - Present
Bentley University, University Advancement September 2010 - May 2014
Deloitte June 2013 - August 2013
Integrated Financial Partners January 2013 - May 2013
SunMED Medical May 2012 - September 2012
Lighthouse Planning Consultants May 2012 - August 2012
Skills
Close Attention to..., Organization, Friendly Personality, Time Management, Dedication to..., Microsoft Excel, PowerPoint, Streetscape, Microsoft Word, Outlook, Peachtree, Morningstar, Highly personable, Customer Service
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Universitat Pompeu Fabra 2012 — 2012
Jason Horwitz, CFP®, CRPC® Jason Horwitz, CFP®, CRPC®'s Integrated Financial Partners Experience March 2009 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners March 2009 - Present
Ameriprise Financial September 2000 - March 2009
Education
Connecticut College 1996 — 2000
BA, Economics
Integrated Financial Partners March 2009 - Present
Ameriprise Financial September 2000 - March 2009
Education
Connecticut College 1996 — 2000
BA, Economics
Thomas J. Dyer Thomas J. Dyer's Integrated Financial Partners Experience August 2005 - December 2010
Job Investment Advisor Representative, Director of Financial Planning at Private Wealth Management Group, LLC
Industry Financial Services
Experience
Private Wealth Management Group, LLC December 2010 - Present
Integrated Financial Partners August 2005 - December 2010
New England Financial December 2002 - August 2005
Skills
Retirement Planning, Qualified Retirement..., Strategic Financial..., Personal Financial..., College Education..., College Funding..., Estate Planning, Retirement, Investments, Wealth Management, Securities, Portfolio Management, Investment Management
Education
American College
Advanced Financial Planning
University of New Hampshire
Keene State College
Monadnock Regional High School
Private Wealth Management Group, LLC December 2010 - Present
Integrated Financial Partners August 2005 - December 2010
New England Financial December 2002 - August 2005
Skills
Retirement Planning, Qualified Retirement..., Strategic Financial..., Personal Financial..., College Education..., College Funding..., Estate Planning, Retirement, Investments, Wealth Management, Securities, Portfolio Management, Investment Management
Education
American College
Advanced Financial Planning
University of New Hampshire
Keene State College
Monadnock Regional High School
James Biggins,MPFP,CRPC® James Biggins,MPFP,CRPC®'s Integrated Financial Partners Experience February 2009 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners February 2009 - Present
Verizon Information Services February 1993 - 2003
Verizon April 1990 - February 1993
Education
College for Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor℠
Bentley College 1996 — 2001
MPFP, Financial Planning
Northwestern University - Kellogg School of Management 1995 — 1995
Executive Education, Corporate Financial Strategies
Boston University 1990 — 1995
MSA, MultiNational Commerce
Integrated Financial Partners February 2009 - Present
Verizon Information Services February 1993 - 2003
Verizon April 1990 - February 1993
Education
College for Financial Planning 2009 — 2010
CRPC®, Chartered Retirement Planning Counselor℠
Bentley College 1996 — 2001
MPFP, Financial Planning
Northwestern University - Kellogg School of Management 1995 — 1995
Executive Education, Corporate Financial Strategies
Boston University 1990 — 1995
MSA, MultiNational Commerce
Travis Vigneault's Integrated Financial Partners Experience April 2013 - February 2014
Job Investor Services Representative at Stone Coast Fund Services
Industry Financial Services
Experience
Stone Coast Fund Services May 2015 - Present
Bentley University September 2010 - May 2015
MEMIC May 2014 - September 2014
Integrated Financial Partners April 2013 - February 2014
City Year August 2011 - August 2012
Skills
Tutoring, Statistics, Community Outreach, SPSS, Research, Data Analysis, Public Speaking, Teaching, Higher Education, Nonprofits, Investment Banking, Investments, Banking, Morningstar, Bloomberg, Microsoft Excel, Microsoft Office, Lesson Planning, Literacy, PowerPoint, Stata, Non-profits, Microsoft Word, Event Planning, Grant Writing, Economics, Analytical Skills
Education
Bentley University 2010 — 2015
Bachelor of Science: Economics-Finance, Economics-Finance
Stone Coast Fund Services May 2015 - Present
Bentley University September 2010 - May 2015
MEMIC May 2014 - September 2014
Integrated Financial Partners April 2013 - February 2014
City Year August 2011 - August 2012
Skills
Tutoring, Statistics, Community Outreach, SPSS, Research, Data Analysis, Public Speaking, Teaching, Higher Education, Nonprofits, Investment Banking, Investments, Banking, Morningstar, Bloomberg, Microsoft Excel, Microsoft Office, Lesson Planning, Literacy, PowerPoint, Stata, Non-profits, Microsoft Word, Event Planning, Grant Writing, Economics, Analytical Skills
Education
Bentley University 2010 — 2015
Bachelor of Science: Economics-Finance, Economics-Finance
Leal Deddens, CFP®, CRPC® Leal Deddens, CFP®, CRPC®'s Integrated Financial Partners Experience July 2010 - Present
Job Wealth Planning Advisor at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners July 2010 - Present
Ameriprise Financial Advisors 2003 - July 2010
Ameriprise Financial 2003 - July 2010
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Family Income..., Financial Services, Beneficiary Planning, Wealth Accumulation, Investment Advisory, Business Continuity..., Legacy Planning, Retirement Distribution..., Education Funding, Investments, Business Succession..., Financial Planners, Estate Planning, Wealth Management..., Portfolio Analysis, Small Business, Insurance, Mutual Funds, 401k, Asset Allocation, Fixed Annuities, Financial Planning, Fee Only Planning, Special Needs Planning, Tax Reduction Strategies, Charitable Gifting, Retirement, Business Owner Planning, Benefit and..., Qualified Retirement..., SEP and SIMPLE Plans, Securities, Employee Education..., Wealth, Finance, 401k Rollovers, Series 7, Series 63
Education
Broad run
College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR℠
Radford University - College of Business and Economics
Potomac Falls
Integrated Financial Partners July 2010 - Present
Ameriprise Financial Advisors 2003 - July 2010
Ameriprise Financial 2003 - July 2010
Skills
Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Family Income..., Financial Services, Beneficiary Planning, Wealth Accumulation, Investment Advisory, Business Continuity..., Legacy Planning, Retirement Distribution..., Education Funding, Investments, Business Succession..., Financial Planners, Estate Planning, Wealth Management..., Portfolio Analysis, Small Business, Insurance, Mutual Funds, 401k, Asset Allocation, Fixed Annuities, Financial Planning, Fee Only Planning, Special Needs Planning, Tax Reduction Strategies, Charitable Gifting, Retirement, Business Owner Planning, Benefit and..., Qualified Retirement..., SEP and SIMPLE Plans, Securities, Employee Education..., Wealth, Finance, 401k Rollovers, Series 7, Series 63
Education
Broad run
College for Financial Planning
CFP®, CERTIFIED FINANCIAL PLANNER™
College for Financial Planning
CRPC®, CHARTERED RETIREMENT PLANNING COUNSELOR℠
Radford University - College of Business and Economics
Potomac Falls
Anthony R. Pasqua, CRPC® Anthony R. Pasqua, CRPC®'s Integrated Financial Partners Experience 2003 - Present
Job President at Children's Leukemia Research Association, Inc.
Industry Nonprofit Organization Management
Experience
Integrated Financial Partners 2003 - Present
Children's Leukemia Research Association, Inc. 1997 - Present
Sovereign Military Order Temple of Jerusalem 1996 - Present
American Lung Association of the Northeast 2007 - August 2014
Allmerica Financial March 1994 - December 2003
Mercy College 1994 - 1998
New York Army National Guard 1964 - 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Long Term Care, Investments, Retirement, Wealth Management, Insurance, Long-term Care, Securities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Strategic Planning, Series 7, Wealth Accumulation, Financial Planners, Small Business, 401k, Term Life Insurance, Series 63, Employee Benefits, Asset Management, Health Insurance, Mutual Funds, Tax, IRAs, Wealth, Leadership, Grants, Disability Insurance, Mergers & Acquisitions, Risk Management, Fixed Annuities, Asset Allocation, Financial Services, Succession Planning, Alternative Investments, Life Insurance, Investment Strategies, Trusts, Personal Finance, Portfolio Management, Series 6, Financial Analysis, Policy, Investment Advisory, ETFs, Analysis, 401k Rollovers
Education
United States Army War college 1990 — 1992
Senior Leadership, Tactics, Strategic Planning
Marist College 1989 — 1991
MPA, Public Administration
Iona College 1960 — 1964
BBA, Accounting
Sacred Heart HS 1958 — 1960
Integrated Financial Partners 2003 - Present
Children's Leukemia Research Association, Inc. 1997 - Present
Sovereign Military Order Temple of Jerusalem 1996 - Present
American Lung Association of the Northeast 2007 - August 2014
Allmerica Financial March 1994 - December 2003
Mercy College 1994 - 1998
New York Army National Guard 1964 - 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Long Term Care, Investments, Retirement, Wealth Management, Insurance, Long-term Care, Securities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Strategic Planning, Series 7, Wealth Accumulation, Financial Planners, Small Business, 401k, Term Life Insurance, Series 63, Employee Benefits, Asset Management, Health Insurance, Mutual Funds, Tax, IRAs, Wealth, Leadership, Grants, Disability Insurance, Mergers & Acquisitions, Risk Management, Fixed Annuities, Asset Allocation, Financial Services, Succession Planning, Alternative Investments, Life Insurance, Investment Strategies, Trusts, Personal Finance, Portfolio Management, Series 6, Financial Analysis, Policy, Investment Advisory, ETFs, Analysis, 401k Rollovers
Education
United States Army War college 1990 — 1992
Senior Leadership, Tactics, Strategic Planning
Marist College 1989 — 1991
MPA, Public Administration
Iona College 1960 — 1964
BBA, Accounting
Sacred Heart HS 1958 — 1960
Sean Boylan Sean Boylan's Integrated Financial Partners Experience January 2000 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners January 2000 - Present
Skills
Retirement Planning, Wealth Accumulation, Estate Planning, Investments, Mutual Funds, Wealth Management, Series 7, Financial Planning, Retirement, Long Term Care Insurance, Fixed Annuities, Series 63, Disability Insurance, Investment Advisory, Insurance
Education
College of Financial Planning
University College Dublin
BA, Economics
Integrated Financial Partners January 2000 - Present
Skills
Retirement Planning, Wealth Accumulation, Estate Planning, Investments, Mutual Funds, Wealth Management, Series 7, Financial Planning, Retirement, Long Term Care Insurance, Fixed Annuities, Series 63, Disability Insurance, Investment Advisory, Insurance
Education
College of Financial Planning
University College Dublin
BA, Economics
Cathy Bearce, CFP®, ADPA®, ChFC® Cathy Bearce, CFP®, ADPA®, ChFC®'s Integrated Financial Partners Experience May 2013 - Present
Job
Industry Financial Services
Experience
Integrated Financial Partners May 2013 - Present
Ameriprise Financial November 2003 - May 2013
Actel Corporation August 2002 - March 2003
Actel Corporation January 2001 - July 2002
Actel Corporation January 2000 - December 2000
Actel Corporation June 1996 - December 1999
Marshall Industries January 1993 - June 1996
Wyle Electronics 1990 - 1993
Education
Northeastern University
BSEE, Electrical Engineering
University of Arizona
BSBA, Management Information Systems
Integrated Financial Partners May 2013 - Present
Ameriprise Financial November 2003 - May 2013
Actel Corporation August 2002 - March 2003
Actel Corporation January 2001 - July 2002
Actel Corporation January 2000 - December 2000
Actel Corporation June 1996 - December 1999
Marshall Industries January 1993 - June 1996
Wyle Electronics 1990 - 1993
Education
Northeastern University
BSEE, Electrical Engineering
University of Arizona
BSBA, Management Information Systems
Peter Gaines, ChFC®, CLU®, CRPC® Peter Gaines, ChFC®, CLU®, CRPC®'s Integrated Financial Partners Experience October 2006 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners October 2006 - Present
Baystate Financial Services 2002 - 2006
Berkshire Life Insurance Company January 1999 - December 2000
CIGNA Financial Advisors May 1992 - December 1998
Baystate Financial Services 1979 - 1992
Steffian Bradley Architects 1973 - 1979
Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning
Education
The American College 1982 — 1984
Notheastern University 1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration
College for Financial Planning
Integrated Financial Partners October 2006 - Present
Baystate Financial Services 2002 - 2006
Berkshire Life Insurance Company January 1999 - December 2000
CIGNA Financial Advisors May 1992 - December 1998
Baystate Financial Services 1979 - 1992
Steffian Bradley Architects 1973 - 1979
Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning
Education
The American College 1982 — 1984
Notheastern University 1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration
College for Financial Planning
Erik Scudder Erik Scudder's Integrated Financial Partners Experience November 2013 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners November 2013 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2013
Ameriprise Financial August 2007 - May 2009
Great American Restaurants August 2002 - August 2006
Education
Baldwin Wallace University 1998 — 2002
Integrated Financial Partners November 2013 - Present
Ameriprise Financial Services, Inc. September 2006 - November 2013
Ameriprise Financial August 2007 - May 2009
Great American Restaurants August 2002 - August 2006
Education
Baldwin Wallace University 1998 — 2002
Don Meredith Don Meredith's Integrated Financial Partners Experience May 2011 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners May 2011 - Present
Skills
Estate Planning, Strategic Financial..., Retirement, Retirement Planning, Financial Planners, Finance, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Financial Planning, Leadership, Financial Advisory, Investments, Fixed Annuities, Series 7, Investment Advisory, Employee Benefits, Securities, Series 63, 401k, 401k Rollovers, IRAs, Long-term Care, Saving for Education, Uniform Combined State..., Wealth, Wealth Accumulation, Wealth Management..., Fee Only Planning, Family Income..., Education Funding, Special Needs Planning, Tax Reduction Strategies, Portfolio Analysis, Legacy Planning, Beneficiary Planning, Charitable Gifting, Long Tern Care Insurance, Business Owner Planning, Executive Compensation..., Qualified Retirement..., SEP and SIMPLE Plans, Business Continuity..., Business Succession..., Employee Educational...
Education
University of North Carolina at Chapel Hill 1990 — 1995
BS
Land O Lakes High School 1986 — 1990
Integrated Financial Partners May 2011 - Present
Skills
Estate Planning, Strategic Financial..., Retirement, Retirement Planning, Financial Planners, Finance, Wealth Management, Asset Allocation, Investment Strategies, Mutual Funds, Financial Planning, Leadership, Financial Advisory, Investments, Fixed Annuities, Series 7, Investment Advisory, Employee Benefits, Securities, Series 63, 401k, 401k Rollovers, IRAs, Long-term Care, Saving for Education, Uniform Combined State..., Wealth, Wealth Accumulation, Wealth Management..., Fee Only Planning, Family Income..., Education Funding, Special Needs Planning, Tax Reduction Strategies, Portfolio Analysis, Legacy Planning, Beneficiary Planning, Charitable Gifting, Long Tern Care Insurance, Business Owner Planning, Executive Compensation..., Qualified Retirement..., SEP and SIMPLE Plans, Business Continuity..., Business Succession..., Employee Educational...
Education
University of North Carolina at Chapel Hill 1990 — 1995
BS
Land O Lakes High School 1986 — 1990
Jon Bicknell, CFP ® Jon Bicknell, CFP ®'s Integrated Financial Partners Experience January 2003 - October 2013
Job Financial Advisor with 18 years' experience addressing complex financial challenges
Industry Financial Services
Experience
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Investors Capital October 2013 - Present
Integrated Financial Partners January 2003 - October 2013
New England Advisory Group August 1999 - January 2003
Linsco Private Ledger March 1998 - August 1999
American Express Financial Advisors January 1996 - March 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Investment Management, Wealth Accumulation, Succession Planning, Executive Pay, Tax Management..., Asset Management, Certified Financial...
Education
College for Financial Planning 1998 — 2000
CERTIFIED FINANCIAL PLANNER™
University of Vermont 1990 — 1994
BS, Finance
Andover High School 1990 — 1994
Tracy Dolan Tracy Dolan's Integrated Financial Partners Experience April 2013 - Present
Job Registered Assistant / Director of Reporting at IFP
Industry Financial Services
Experience
Integrated Financial Partners April 2013 - Present
IFP March 2011 - April 2013
BNY Mellon September 2001 - March 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Securities, Investments, Financial Services, Finance, Fixed Income, Bloomberg, Equities, Microsoft Excel, Financial Analysis
Education
Saint Anselm College 1997 — 2001
Bachelors, Financial Economics
Integrated Financial Partners April 2013 - Present
IFP March 2011 - April 2013
BNY Mellon September 2001 - March 2011
Skills
Series 7, Series 63, Series 65, Mutual Funds, Securities, Investments, Financial Services, Finance, Fixed Income, Bloomberg, Equities, Microsoft Excel, Financial Analysis
Education
Saint Anselm College 1997 — 2001
Bachelors, Financial Economics
Philip Masi, MBA, CFP® Philip Masi, MBA, CFP®'s Integrated Financial Partners Experience January 2004 - Present
Job Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1992 - December 2003
Skills
Retirement Planning, Retirement Distribution..., Financial Planning, Fee Planning, Investments, Wealth Transfer, Charitable Gift Planning, Tax Reduction Strategies, Wealth Management, Portfolio Analysis, Wealth Accumulation, Qualified Retirement..., 401k Rollovers, Risk Management, Family Income..., Life Insurance, Disability Insurance, Long Term Care Insurance, Special Needs Planning, Education Funding..., Business Owner Planning, Business Continuity..., Business Succession..., Simple IRA, SEP IRA, Employee Benefits, Executive Compensation..., Employee Educational...
Education
College for Financial Planning 1997 — 2001
CFP®, Financial Planning
University of Bridgeport 1977 — 1982
Master of Business Administration (M.B.A.), Accounting
Villanova University 1970 — 1974
Bachelor of Science, Accounting
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1992 - December 2003
Skills
Retirement Planning, Retirement Distribution..., Financial Planning, Fee Planning, Investments, Wealth Transfer, Charitable Gift Planning, Tax Reduction Strategies, Wealth Management, Portfolio Analysis, Wealth Accumulation, Qualified Retirement..., 401k Rollovers, Risk Management, Family Income..., Life Insurance, Disability Insurance, Long Term Care Insurance, Special Needs Planning, Education Funding..., Business Owner Planning, Business Continuity..., Business Succession..., Simple IRA, SEP IRA, Employee Benefits, Executive Compensation..., Employee Educational...
Education
College for Financial Planning 1997 — 2001
CFP®, Financial Planning
University of Bridgeport 1977 — 1982
Master of Business Administration (M.B.A.), Accounting
Villanova University 1970 — 1974
Bachelor of Science, Accounting
Evan Turissini's Integrated Financial Partners Experience July 2013 - August 2013
Job Audience Services Intern at Commonwealth Shakespeare Company
Industry
Experience
Commonwealth Shakespeare Company June 2015 - Present
SpeakEasy Stage Company April 2014 - August 2014
Lambda Chi Alpha -- Delta Zeta Chapter November 2013 - May 2014
Baller Mind Frame May 2013 - January 2014
Integrated Financial Partners July 2013 - August 2013
First Congregational Church of Winchester September 2010 - August 2012
Tom DeFranzo's Martial Arts Academy June 2009 - August 2011
Skills
Friendly Personality, Public Speaking, Creative Writing, Microsoft Office, Social Media, Photoshop, PowerPoint, Event Planning, Time Management, Editing, Marketing, Teamwork
Education
Bucknell University 2012 — 2016
Concord Academy
Commonwealth Shakespeare Company June 2015 - Present
SpeakEasy Stage Company April 2014 - August 2014
Lambda Chi Alpha -- Delta Zeta Chapter November 2013 - May 2014
Baller Mind Frame May 2013 - January 2014
Integrated Financial Partners July 2013 - August 2013
First Congregational Church of Winchester September 2010 - August 2012
Tom DeFranzo's Martial Arts Academy June 2009 - August 2011
Skills
Friendly Personality, Public Speaking, Creative Writing, Microsoft Office, Social Media, Photoshop, PowerPoint, Event Planning, Time Management, Editing, Marketing, Teamwork
Education
Bucknell University 2012 — 2016
Concord Academy
Harilaos Zambelis's Integrated Financial Partners Experience May 2013 - September 2013
Job Research Analyst at BISON.co
Industry Capital Markets
Experience
BISON.co January 2015 - Present
Nantucket Natural Blends Bloody Mary Mix January 2014 - Present
State Street Global Markets LLC November 2013 - July 2014
Integrated Financial Partners May 2013 - September 2013
Skills
Finance, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Financial..., Financial Analysis, Securities, Bloomberg, Equities, Trading, Economics, Financial Modeling, Mutual Funds, Financial Planning, Social Media, Microsoft Office, Public Speaking, Teamwork, Leadership, Management, Research
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Study Abroad
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration, Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Boston College High School 2008 — 2012
High School Diploma
BISON.co January 2015 - Present
Nantucket Natural Blends Bloody Mary Mix January 2014 - Present
State Street Global Markets LLC November 2013 - July 2014
Integrated Financial Partners May 2013 - September 2013
Skills
Finance, Investments, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Financial..., Financial Analysis, Securities, Bloomberg, Equities, Trading, Economics, Financial Modeling, Mutual Funds, Financial Planning, Social Media, Microsoft Office, Public Speaking, Teamwork, Leadership, Management, Research
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Study Abroad
Northeastern University 2012 — 2017
Bachelor of Science in Business Administration, Finance
OpenDoor
The Wall Street Virtual Academy, sponsored by Bank of America Merrill Lynch, Finance
Boston College High School 2008 — 2012
High School Diploma
Gulsanga Jalawan Gulsanga Jalawan's Integrated Financial Partners Experience October 2011 - Present
Job Wealth Planning Advisor at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Integrated Financial Partners October 2011 - Present
Ameriprise Financial Services, Inc. May 2003 - October 2011
Ameriprise Financial April 2003 - October 2011
Skills
Retirement Planning, Financial Planning, Retirement Income..., Estate Planning, Investments, Charitable Giving, Small Business
Education
The George Washington University - School of Business
International Business and Marketing
Sherrin Sanderson Sherrin Sanderson's Integrated Financial Partners Experience January 2014 - Present
Job Office Manager at Integrated Financial Partners
Industry Executive Office
Experience
Integrated Financial Partners January 2014 - Present
Blue Hills Wealth Management January 2005 - January 2013
Law Office of Namenson & Associates 1999 - 2005
CBE Technologies, Inc. 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Life Insurance assistant, Executive..., Office Management, Redtail Technolgy, Goldmine, Commonwealth Financial..., APPS, Long Term Care assistant
Education
Commonwealth Financial Network, Waltham, MA
Assist U Classes / Commonwealth Financial / Broker Dealer
Computer Learning Center, Somerville, MA
Certificate in Desktop Publishing
Quincy College
Studied Business Coursework
Integrated Financial Partners January 2014 - Present
Blue Hills Wealth Management January 2005 - January 2013
Law Office of Namenson & Associates 1999 - 2005
CBE Technologies, Inc. 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Life Insurance assistant, Executive..., Office Management, Redtail Technolgy, Goldmine, Commonwealth Financial..., APPS, Long Term Care assistant
Education
Commonwealth Financial Network, Waltham, MA
Assist U Classes / Commonwealth Financial / Broker Dealer
Computer Learning Center, Somerville, MA
Certificate in Desktop Publishing
Quincy College
Studied Business Coursework
Taylor Arsenault Taylor Arsenault's Integrated Financial Partners Experience December 2012 - October 2014
Job Personal Trainer
Industry Health, Wellness and Fitness
Experience
Bodyscapes Fitness February 2015 - Present
Get In Shape For Women October 2014 - February 2015
Integrated Financial Partners December 2012 - October 2014
Integrated Financial Partners August 2012 - December 2012
Computer Information Technology Services September 2009 - June 2012
Cuereal May 2011 - September 2011
Seamans Capital Management December 2008 - January 2009
Integrated Financial Partners December 2008 - January 2009
Seamans Capital Management December 2007 - January 2008
Integrated Financial Partners December 2007 - January 2008
Skills
Microsoft Office, Psychology, Public Speaking, Research, Nonprofits, Community Outreach, SPSS, PowerPoint, Microsoft Word, Coaching, Healthcare, Event Planning, English, Fundraising, Time Management, Microsoft Excel, Training
Education
California University of Pennsylvania 2013 — 2014
Master's Degree, Exercise Physiology
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's Degree, Psychology
Oakmont Regional High School
Bodyscapes Fitness February 2015 - Present
Get In Shape For Women October 2014 - February 2015
Integrated Financial Partners December 2012 - October 2014
Integrated Financial Partners August 2012 - December 2012
Computer Information Technology Services September 2009 - June 2012
Cuereal May 2011 - September 2011
Seamans Capital Management December 2008 - January 2009
Integrated Financial Partners December 2008 - January 2009
Seamans Capital Management December 2007 - January 2008
Integrated Financial Partners December 2007 - January 2008
Skills
Microsoft Office, Psychology, Public Speaking, Research, Nonprofits, Community Outreach, SPSS, PowerPoint, Microsoft Word, Coaching, Healthcare, Event Planning, English, Fundraising, Time Management, Microsoft Excel, Training
Education
California University of Pennsylvania 2013 — 2014
Master's Degree, Exercise Physiology
University of Massachusetts Dartmouth 2007 — 2012
Bachelor's Degree, Psychology
Oakmont Regional High School
Todd Daigneault Todd Daigneault's Integrated Financial Partners Experience September 2008 - December 2008
Job Business Development Coordinator at Emergo Group
Industry Consumer Services
Experience
Emergo Group January 2015 - Present
Emergo June 2014 - January 2015
Nanjing University September 2011 - December 2013
Capital Servicing, LLC September 2009 - January 2011
Capital Servicing, LLC September 2009 - January 2011
Integrated Financial Partners September 2008 - December 2008
Retirement Financial Planning Center January 2007 - January 2008
Saco & Biddeford Savings Bank 2006 - 2006
Skills
Finance, Sales, Business Development, Investments, Loans, Financial Analysis, Microsoft Office, Portfolio Management, Underwriting, Commercial Real Estate, Commercial Lending, Mergers & Acquisitions, Financial Modeling, Restructuring, REO, Disposition, Global Regulatory..., Medical Devices
Education
Endicott College 2005 — 2009
Bachelor's Degree, Finance
East China Normal University 2008 — 2008
Chinese Business Practices
Emergo Group January 2015 - Present
Emergo June 2014 - January 2015
Nanjing University September 2011 - December 2013
Capital Servicing, LLC September 2009 - January 2011
Capital Servicing, LLC September 2009 - January 2011
Integrated Financial Partners September 2008 - December 2008
Retirement Financial Planning Center January 2007 - January 2008
Saco & Biddeford Savings Bank 2006 - 2006
Skills
Finance, Sales, Business Development, Investments, Loans, Financial Analysis, Microsoft Office, Portfolio Management, Underwriting, Commercial Real Estate, Commercial Lending, Mergers & Acquisitions, Financial Modeling, Restructuring, REO, Disposition, Global Regulatory..., Medical Devices
Education
Endicott College 2005 — 2009
Bachelor's Degree, Finance
East China Normal University 2008 — 2008
Chinese Business Practices
Christopher Michalman, CFP®'s Integrated Financial Partners Experience December 2003 - Present
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners December 2003 - Present
VeraVest 2002 - 2003
Allmerica Financial 1996 - 2002
Skills
Financial Planning, Retirement Planning, Finance, Wealth Management, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Series 63, Wealth Accumulation
Education
Bentley University 1989 — 1993
Bachelor of Science, Business/Corporate Communications
Integrated Financial Partners December 2003 - Present
VeraVest 2002 - 2003
Allmerica Financial 1996 - 2002
Skills
Financial Planning, Retirement Planning, Finance, Wealth Management, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Series 63, Wealth Accumulation
Education
Bentley University 1989 — 1993
Bachelor of Science, Business/Corporate Communications
John Gardner, CFA John Gardner, CFA's Integrated Financial Partners Experience July 2010 - June 2011
Job Financial Advisor at Citizens Bank
Industry Investment Management
Experience
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
Citizens Bank January 2013 - Present
Edward Jones June 2011 - January 2013
Integrated Financial Partners July 2010 - June 2011
FundQuest January 2002 - June 2010
Capital Analysts of New England 1996 - 2001
New England Banking Institute 1985 - 1997
Boston Security Analyst Society 1991 - 1996
Amica Mutual Insurance Co. 1993 - 1995
Skills
Asset Allocation, Fixed Income
Education
Suffolk University - Sawyer Business School 1980 — 1983
MBA, Finance
John K Ulwick, CFP ® John K Ulwick, CFP ®'s Integrated Financial Partners Experience May 2008 - Present
Job Financial Planner at Integrated Financial Partners, Inc
Industry Financial Services
Experience
Integrated Financial Partners May 2008 - Present
Ameriprise Financial Services, Inc. June 1989 - April 2008
Skills
Wealth Accumulation, Financial Advisory, Insurance, Wealth, Retirement Planning, Financial Planning, Estate Planning, Small Business, Personal Financial..., Strategic Financial..., Financial Analysis, Loans, Banking, Asset Protection, Saving for Education
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Utah State University 1982 — 1987
B.S., Finance, Economics
other
Integrated Financial Partners May 2008 - Present
Ameriprise Financial Services, Inc. June 1989 - April 2008
Skills
Wealth Accumulation, Financial Advisory, Insurance, Wealth, Retirement Planning, Financial Planning, Estate Planning, Small Business, Personal Financial..., Strategic Financial..., Financial Analysis, Loans, Banking, Asset Protection, Saving for Education
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Utah State University 1982 — 1987
B.S., Finance, Economics
other
Tamires Ronchini Tamires Ronchini's Integrated Financial Partners Experience April 2012 - January 2014
Job Auditing at Deloitte Brasil
Industry Financial Services
Experience
Deloitte Brasil September 2014 - April 2015
Integrated Financial Partners April 2012 - January 2014
Small tax practice 2008 - 2011
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Financial Services, Financial Advisory, Mutual Funds, Securities, Valuation, US GAAP, Auditing, Internal Controls
Education
University of Massachusetts Boston 2008 — 2011
Bachelor's Degree, Management; Finance Concentration, GPA: 3.5/4.0
Deloitte Brasil September 2014 - April 2015
Integrated Financial Partners April 2012 - January 2014
Small tax practice 2008 - 2011
Skills
Financial Analysis, Investments, Finance, Strategic Financial..., Financial Services, Financial Advisory, Mutual Funds, Securities, Valuation, US GAAP, Auditing, Internal Controls
Education
University of Massachusetts Boston 2008 — 2011
Bachelor's Degree, Management; Finance Concentration, GPA: 3.5/4.0
Derek E. Chesley's Integrated Financial Partners Experience January 2004 - Present
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1998 - December 2003
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Estate Planning, Insurance, Financial Advisory, Fixed Annuities, Asset Management, Retirement Plans
Education
Plymouth State University 1990 — 1995
Bachelor of Arts (B.A.), History
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1998 - December 2003
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Estate Planning, Insurance, Financial Advisory, Fixed Annuities, Asset Management, Retirement Plans
Education
Plymouth State University 1990 — 1995
Bachelor of Arts (B.A.), History
Stefanie Palmacci's Integrated Financial Partners Experience March 2008 - May 2012
Job Owner of Stefanie Palmacci Photography
Industry Design
Experience
Stefanie Palmacci Photography November 2011 - Present
Aria Salon and Spa April 2006 - Present
Integrated Financial Partners March 2008 - May 2012
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Small Business, Wealth Management, Fitness, Strength Training, PowerPoint, Yoga, Event Planning, Microsoft Office, Portrait Photography, Social Media, Photography
Education
University of Massachusetts, Amherst 2000 — 2004
Stefanie Palmacci Photography November 2011 - Present
Aria Salon and Spa April 2006 - Present
Integrated Financial Partners March 2008 - May 2012
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Small Business, Wealth Management, Fitness, Strength Training, PowerPoint, Yoga, Event Planning, Microsoft Office, Portrait Photography, Social Media, Photography
Education
University of Massachusetts, Amherst 2000 — 2004
Angela D'Allesandro's Integrated Financial Partners Experience January 2014 - Present
Job Substitute Teacher at Burlington High School
Industry Writing and Editing
Experience
Integrated Financial Partners January 2014 - Present
Burlington High School September 2013 - Present
Stoneham Middle School September 2009 - June 2012
City of Chelsea November 2008 - June 2009
Upromise September 2007 - October 2008
Bedford High School September 2006 - June 2007
Danvers High School September 2004 - June 2006
Skills
Creative Writing, Blogging, Social Media, Research, Higher Education, Public Relations, Tutoring, Fundraising, Social Media Marketing, Customer Service, Photoshop, Web Design, Training
Education
Simmons College 2002 — 2004
MAT, Enducation
Plymouth State University 1995 — 1999
B.A., English
Integrated Financial Partners January 2014 - Present
Burlington High School September 2013 - Present
Stoneham Middle School September 2009 - June 2012
City of Chelsea November 2008 - June 2009
Upromise September 2007 - October 2008
Bedford High School September 2006 - June 2007
Danvers High School September 2004 - June 2006
Skills
Creative Writing, Blogging, Social Media, Research, Higher Education, Public Relations, Tutoring, Fundraising, Social Media Marketing, Customer Service, Photoshop, Web Design, Training
Education
Simmons College 2002 — 2004
MAT, Enducation
Plymouth State University 1995 — 1999
B.A., English
Jim Littleton's Integrated Financial Partners Experience 2008 - Present
Job FINANCIAL PLANNER INTEGRATED FINANCIAL PARTNERS
Industry Accounting
Experience
Integrated Financial Partners 2008 - Present
The Patriot Financial Group 2005 - 2008
Skills
Retirement Planning, Financial Planning, Long Term Care, Wealth Management, Investments, Accounting, Tax, Mutual Funds, Estate Planning
Education
University of Massachusetts, Amherst 1969 — 1971
MBA, Business
Boston College 1965 — 1969
BS, Accounting
Integrated Financial Partners 2008 - Present
The Patriot Financial Group 2005 - 2008
Skills
Retirement Planning, Financial Planning, Long Term Care, Wealth Management, Investments, Accounting, Tax, Mutual Funds, Estate Planning
Education
University of Massachusetts, Amherst 1969 — 1971
MBA, Business
Boston College 1965 — 1969
BS, Accounting
Elizabeth Pendleton's Integrated Financial Partners Experience January 2006 - July 2007
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
Northwestern Mutual March 2012 - Present
Integrated Financial Partners January 2006 - July 2007
RBC Dain Rauscher March 2005 - December 2005
Bear Stearns June 2004 - January 2005
Vis-a-Vis June 2002 - August 2002
Rotary Sunshine Camp January 1999 - January 2002
Morgan Stanley June 2001 - August 2001
Education
Middlebury College 1999 — 2003
BA, Political Science/American Literature
The University of Queensland 2000 — 2001
Suffolk University Law School
James Horrocks CFP® AIF® MBA's Integrated Financial Partners Experience 1997 - Present
Job CEO/Managing Partner at Coastal Capital Group, LLC
Industry Financial Services
Experience
Coastal Capital Group, LLC January 2010 - Present
Integrated Financial Partners 1997 - Present
State Street Global Advisors 1996 - 1997
New England Mutual 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Certified Financial..., AIF, Accredited Investment...
Education
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts, Amherst
Bachelor of Science Degree, Finance and Financial Management Services, Minors in Economics and Spanish
Coastal Capital Group, LLC January 2010 - Present
Integrated Financial Partners 1997 - Present
State Street Global Advisors 1996 - 1997
New England Mutual 1994 - 1995
Skills
Financial Analysis, Strategic Financial..., Wealth Management, Financial Advisory, Wealth Management..., Certified Financial..., AIF, Accredited Investment...
Education
Boston University Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
University of Massachusetts, Amherst
Bachelor of Science Degree, Finance and Financial Management Services, Minors in Economics and Spanish
Eda Ellis's Integrated Financial Partners Experience May 2012 - December 2012
Job Operations Manager at Invest Financial
Industry Financial Services
Experience
Invest Financial December 2012 - Present
Integrated Financial Partners May 2012 - December 2012
Life Solutions Group October 2008 - May 2012
Education
City College Of San Francisco
Emerson College
Institute of Audio Research
Invest Financial December 2012 - Present
Integrated Financial Partners May 2012 - December 2012
Life Solutions Group October 2008 - May 2012
Education
City College Of San Francisco
Emerson College
Institute of Audio Research
Marge Landis's Integrated Financial Partners Experience 2013 - Present
Job Practice Manager at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners 2013 - Present
Parsons 2008 - 2013
Arlington County 1996 - 2001
Columbia Road Health Svc 1992 - 1996
Skills
Highly detail oriented, High Organizational..., Communication Skills, Computer Proficiency, Purchasing, Reimbursement, Human Resources, Timekeeping, Event Planning, Fundraising, Grant Writing, Quality Assurance, Instructor-led Training, Case Managment, Triage
Education
Goshen College 1988 — 1992
Bachelor of Science, Nursing
Integrated Financial Partners 2013 - Present
Parsons 2008 - 2013
Arlington County 1996 - 2001
Columbia Road Health Svc 1992 - 1996
Skills
Highly detail oriented, High Organizational..., Communication Skills, Computer Proficiency, Purchasing, Reimbursement, Human Resources, Timekeeping, Event Planning, Fundraising, Grant Writing, Quality Assurance, Instructor-led Training, Case Managment, Triage
Education
Goshen College 1988 — 1992
Bachelor of Science, Nursing
Kerriann Graham's Integrated Financial Partners Experience November 2012 - Present
Job Executive Assistant at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners November 2012 - Present
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics and Finance
Integrated Financial Partners November 2012 - Present
Education
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics and Finance