Investors Capital
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Investors Capital Employees
Employee
Years
Job
Industry
Julia Kolosiuk Julia Kolosiuk's Investors Capital Experience December 2013 - September 2014
Job Personal Banking Representative II at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. September 2014 - Present
Investors Capital December 2013 - September 2014
Santander Bank, N.A. July 2012 - December 2013
Skills
Banking, Retail Banking, Private Banking, Branch Banking, Branch Operation, Sales Operations, Sales, Customer Service, Customer Retention, Customer Experience, Customer Acquisition, Loans, Finance, CRM, Customer Satisfaction
Education
Harvard University 2009 — 2009
Boston University
Master of Science (MS), MS in Administrative Studies, Concentration in Financial Economics
Santander Bank, N.A. September 2014 - Present
Investors Capital December 2013 - September 2014
Santander Bank, N.A. July 2012 - December 2013
Skills
Banking, Retail Banking, Private Banking, Branch Banking, Branch Operation, Sales Operations, Sales, Customer Service, Customer Retention, Customer Experience, Customer Acquisition, Loans, Finance, CRM, Customer Satisfaction
Education
Harvard University 2009 — 2009
Boston University
Master of Science (MS), MS in Administrative Studies, Concentration in Financial Economics
Christin Clohosey Christin Clohosey's Investors Capital Experience March 2014 - Present
Job Event Planner at Investors Capital
Industry Financial Services
Experience
Investors Capital March 2014 - Present
Ameriprise Financial Services, Inc. September 2010 - March 2014
Legacy Financial Solutions, Inc. August 2007 - May 2010
The Mental Health Center of Greater Manchester July 2005 - August 2007
Office Team May 2002 - July 2005
Skills
Microsoft Office, Financial Services, Event Planning, Customer Service, Insurance, Life & Health Insurance..., Marketing, Microsoft Excel, Retirement, Onboarding, Cvent, Salesforce.com, Social Media, Sales, Management
Education
Bishop's University 2001 — 2005
Bachelor of Arts, Honours Drama
Pinkerton Academy 1997 — 2001
Investors Capital March 2014 - Present
Ameriprise Financial Services, Inc. September 2010 - March 2014
Legacy Financial Solutions, Inc. August 2007 - May 2010
The Mental Health Center of Greater Manchester July 2005 - August 2007
Office Team May 2002 - July 2005
Skills
Microsoft Office, Financial Services, Event Planning, Customer Service, Insurance, Life & Health Insurance..., Marketing, Microsoft Excel, Retirement, Onboarding, Cvent, Salesforce.com, Social Media, Sales, Management
Education
Bishop's University 2001 — 2005
Bachelor of Arts, Honours Drama
Pinkerton Academy 1997 — 2001
William Winslow William Winslow's Investors Capital Experience 2001 - 2004
Job Investment Consultant
Industry Financial Services
Experience
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
Scottrade February 2014 - Present
Wells Fargo Advisors, LLC October 2012 - January 2014
TD Wealth Management 2006 - 2009
Morgan Stanley 2004 - 2005
UNC Wilmington 2004 - 2004
Investors Capital 2001 - 2004
Skills
Portfolio Management, Strategic Financial..., Alternative Investments, Investments, Securities, Financial Services, Finance, Fixed Annuities, Insurance, Financial Risk, Corporate Finance, Mutual Funds, Series 7, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Asset Allocation, Investment Advisory, Retirement
Education
UNCW 1997 — 1999
Master of Business Administration (MBA)
Norwich University 1985 — 1986
Master of Education (M.Ed.)
Norwich University 1980 — 1985
Bachelor of Science (BS)
Amherst Regional HS 1978 — 1980
David Raine's Investors Capital Experience 2011 - Present
Job Director, Advisor & Branch Acquisition at Investors Capital
Industry Financial Services
Experience
Investors Capital 2011 - Present
Investors Capital 2006 - Present
Investors Capital 2003 - 2006
Putnam Investments 1999 - 2003
Skills
Recruiting, Transition Management, Series 7, Series 65, Customer Acquisition, Customer Retention, Customer Experience, Strategic Planning, Relationship Management, Risk Management, Financial Advisory, Retirement, Retirement Planning, Series 63, Wealth Management, Securities, IRAs
Education
Boston University 1995 — 1999
B.S.
Investors Capital 2011 - Present
Investors Capital 2006 - Present
Investors Capital 2003 - 2006
Putnam Investments 1999 - 2003
Skills
Recruiting, Transition Management, Series 7, Series 65, Customer Acquisition, Customer Retention, Customer Experience, Strategic Planning, Relationship Management, Risk Management, Financial Advisory, Retirement, Retirement Planning, Series 63, Wealth Management, Securities, IRAs
Education
Boston University 1995 — 1999
B.S.
Hemant Varshney Hemant Varshney's Investors Capital Experience September 2010 - December 2010
Job Marketing Manager at Thestreet
Industry Financial Services
Experience
TheStreet.com October 2014 - Present
American Express March 2014 - October 2014
Legacy New York January 2011 - October 2013
TutorMee October 2010 - October 2011
Vintage Vision February 2008 - January 2011
Investors Capital September 2010 - December 2010
Skills
Management, Finance, English, Microsoft Excel, Accounting, Sales, Multilingual, Social Media, Marketing, Hindi, Bangla, Punjabi, Spanish-English, Microsoft Word, Photoshop, Website Development, Project Management, Project Planning, Marketing Strategy, Social Media Marketing, Development &..., SEO, SEO copywriting, E-commerce, Financial Analysis, Financial Modeling, Financial Reporting, Product Development, Product Management, Product Launch, Customer Service, Customer Acquisition, Customer Engagement, Sales Management, Account Management, Market Analysis, Managerial Skills, Managerial Finance, Web Development, Web Analytics, Strategy, Business Development, Business Planning, Analytics, Digital Marketing, Strategic Planning, Microsoft Office, PowerPoint, Leadership, Public Speaking
Education
New York Institute of Technology-Old Westbury 2009 — 2012
Business Administration Option Finance, Finance, 3.4/4.0
Stanford University 2013 — 2013
Computer Science
Stony Brook University 2012 — 2012
International Business, 3.84/4.0
University of Westfalia College of Applied Science 2010 — 2010
Contributed in a study, International Business Management; the European Union, 4.0/4.0
FlatIron School 2015 — 2015
Front End Development
TheStreet.com October 2014 - Present
American Express March 2014 - October 2014
Legacy New York January 2011 - October 2013
TutorMee October 2010 - October 2011
Vintage Vision February 2008 - January 2011
Investors Capital September 2010 - December 2010
Skills
Management, Finance, English, Microsoft Excel, Accounting, Sales, Multilingual, Social Media, Marketing, Hindi, Bangla, Punjabi, Spanish-English, Microsoft Word, Photoshop, Website Development, Project Management, Project Planning, Marketing Strategy, Social Media Marketing, Development &..., SEO, SEO copywriting, E-commerce, Financial Analysis, Financial Modeling, Financial Reporting, Product Development, Product Management, Product Launch, Customer Service, Customer Acquisition, Customer Engagement, Sales Management, Account Management, Market Analysis, Managerial Skills, Managerial Finance, Web Development, Web Analytics, Strategy, Business Development, Business Planning, Analytics, Digital Marketing, Strategic Planning, Microsoft Office, PowerPoint, Leadership, Public Speaking
Education
New York Institute of Technology-Old Westbury 2009 — 2012
Business Administration Option Finance, Finance, 3.4/4.0
Stanford University 2013 — 2013
Computer Science
Stony Brook University 2012 — 2012
International Business, 3.84/4.0
University of Westfalia College of Applied Science 2010 — 2010
Contributed in a study, International Business Management; the European Union, 4.0/4.0
FlatIron School 2015 — 2015
Front End Development
Nathan Adams, CWS®'s Investors Capital Experience January 2013 - Present
Job Assistant Vice President at Ingram Financial Group
Industry Financial Services
Experience
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Ingram Financial Group January 2013 - Present
Investors Capital January 2013 - Present
Waddell & Reed January 2011 - December 2012
UBS 2010 - 2010
Skills
Series 7, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Mutual Funds, Microsoft Excel, Strategic Financial..., Investment Strategies, Retirement, Finance, Insurance, Financial Analysis, Wealth Management, Visionary, Risk Management, Friendly Personality, Fixed Annuities, Long-term Care, Series 66, Securities, Wealth, Financial Services, Wealth Management..., Series 63, FINRA, Life Insurance, Asset Management, Term Life Insurance, IRAs, Investment Advisory, Uniform Combined State..., Financial Planning, Financial Advisory
Education
Florida State University - College of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Lake Region High School 2004 — 2007
Patrick Creegan's Investors Capital Experience February 2012 - May 2012
Job Equity Fund Accountant at BNY Mellon
Industry Banking
Experience
BNY Mellon July 2014 - Present
Omnicom Group May 2013 - May 2014
North Shore-LIJ Health System July 2012 - May 2013
North Bellmore School District July 2008 - July 2012
Investors Capital February 2012 - May 2012
Manhattan College August 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Outlook, Data Analysis, Public Speaking, Financial Analysis, Social Media, Teamwork, SPSS, Finance, Accounting
Education
Manhattan College 2008 — 2012
Bachelor of Science, Finance
Kellenberg Memorial 2004 — 2008
High School Diploma
BNY Mellon July 2014 - Present
Omnicom Group May 2013 - May 2014
North Shore-LIJ Health System July 2012 - May 2013
North Bellmore School District July 2008 - July 2012
Investors Capital February 2012 - May 2012
Manhattan College August 2008 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Outlook, Data Analysis, Public Speaking, Financial Analysis, Social Media, Teamwork, SPSS, Finance, Accounting
Education
Manhattan College 2008 — 2012
Bachelor of Science, Finance
Kellenberg Memorial 2004 — 2008
High School Diploma
Cristhian Chaparro's Investors Capital Experience January 2011 - February 2012
Job MBA Student
Industry Financial Services
Experience
Rennert International June 2011 - December 2012
Investors Capital January 2011 - February 2012
Emgesa S.A. ESP August 2009 - February 2010
Skills
Microsoft Excel, Bloomberg Terminal, Visual Basic, Microsoft Word, PowerPoint, Outlook, Capital IQ, FactSet, StatTools, Risk Management, Leadership, Research, Teamwork
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance - Investment Management, GPA: 3.40
Pace University 2012 — 2013
Pre Graduate Program, English
Rennert 2011 — 2012
International Student/Intern, ESL Student
EF International Language Schools NY 2010 — 2011
Universidad Externado de Colombia 2005 — 2010
Finance and Foreign Affairs, Finance
Rennert International June 2011 - December 2012
Investors Capital January 2011 - February 2012
Emgesa S.A. ESP August 2009 - February 2010
Skills
Microsoft Excel, Bloomberg Terminal, Visual Basic, Microsoft Word, PowerPoint, Outlook, Capital IQ, FactSet, StatTools, Risk Management, Leadership, Research, Teamwork
Education
Pace University - Lubin School of Business 2014 — 2016
Master of Business Administration (MBA), Finance - Investment Management, GPA: 3.40
Pace University 2012 — 2013
Pre Graduate Program, English
Rennert 2011 — 2012
International Student/Intern, ESL Student
EF International Language Schools NY 2010 — 2011
Universidad Externado de Colombia 2005 — 2010
Finance and Foreign Affairs, Finance
Sean P. Doyle Sean P. Doyle's Investors Capital Experience September 2007 - April 2008
Job Film and Television Producer
Industry Motion Pictures and Film
Experience
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Film and TV Production 2011 - Present
Baker Street Productions, LLC March 2007 - 2011
Investors Capital September 2007 - April 2008
Woodstock Corporation January 2007 - July 2007
Eaton Vance June 2005 - December 2006
McConnell Rothman P.C. March 2003 - July 2005
Manulife Financial July 2002 - February 2003
Merrill Lynch May 1999 - July 2002
Bankers Life and Casualty January 1996 - May 1999
Skills
Investments, Asset Managment, Alternative Investments, Wealth Management, Investment Strategies, Short Films, Feature Films, Film, Strategic Financial..., Asset Management, Screenwriting, Film Production, Commercials, Television, Theatre, Directing, Acting, Entertainment, Producing, Documentaries, Music Videos, Video Production, Independent Film, Creative Writing, Management, Media Production, Video Editing, Post Production, Comedy, Video
Education
Harvard University 2005 — 2009
Economics
Holyoke Community College 1990 — 1993
Business Administration
West Springfield High School 1987 — 1991
Jennifer Trowbridge Jennifer Trowbridge's Investors Capital Experience 2005 - 2010
Job Registered Agent at ING
Industry Financial Services
Experience
Allianz Life 2007 - Present
American National Insurance 2007 - Present
ING 2007 - Present
Jennifer Trowbridge January 2000 - Present
Essex Securities LLC 2010 - 2012
Investors Capital 2005 - 2010
Skills
Customer Service, Fixed Indexed Annuties, 401k Rollovers, DROP Plan Rollovers, Pension Plans, Social Security Planning, Conservative Investment..., Cross Purchase Life..., Indexed and Term Life..., Tax Reduction Strategies, IRA Set Up, IRA Rollovers, Tax Favorable..., Fixed Annuities, Life Insurance, Investments, Pensions, Retirement Planning, Insurance, Retirement, Equity Indexed Annuities
Education
Kaplan University 2002 — 2004
Financial Planning Certificate
cardinal gibbons
Allianz Life 2007 - Present
American National Insurance 2007 - Present
ING 2007 - Present
Jennifer Trowbridge January 2000 - Present
Essex Securities LLC 2010 - 2012
Investors Capital 2005 - 2010
Skills
Customer Service, Fixed Indexed Annuties, 401k Rollovers, DROP Plan Rollovers, Pension Plans, Social Security Planning, Conservative Investment..., Cross Purchase Life..., Indexed and Term Life..., Tax Reduction Strategies, IRA Set Up, IRA Rollovers, Tax Favorable..., Fixed Annuities, Life Insurance, Investments, Pensions, Retirement Planning, Insurance, Retirement, Equity Indexed Annuities
Education
Kaplan University 2002 — 2004
Financial Planning Certificate
cardinal gibbons
David Dugan,CFP® David Dugan,CFP®'s Investors Capital Experience November 2013 - Present
Job Comprehensive retirement and investment planning
Industry Financial Services
Experience
Investors Capital November 2013 - Present
Winslow, Evans & Crocker October 2010 - November 2013
Wells Fargo Advisors January 2008 - October 2010
A.G. Edwards & Sons, Inc. February 2003 - January 2008
Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers
Education
College for Financial Planning
Investors Capital November 2013 - Present
Winslow, Evans & Crocker October 2010 - November 2013
Wells Fargo Advisors January 2008 - October 2010
A.G. Edwards & Sons, Inc. February 2003 - January 2008
Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers
Education
College for Financial Planning
Andrés Salazar Andrés Salazar's Investors Capital Experience September 2012 - December 2012
Job Investment Banking Analyst at Johnsen, Fretty & Co.
Industry Financial Services
Experience
Johnsen, Fretty & Co. April 2014 - December 2014
Northwestern Mutual August 2013 - February 2014
Investors Capital September 2012 - December 2012
Chase September 2011 - August 2012
Vineyard Vines September 2009 - July 2011
Skills
Financial Analysis, Investment Banking, Microsoft Office, Public Speaking, Economics, Access, Microsoft Excel, Emerging Markets, Financial Planning, Customer Service, PowerPoint, Strategic Financial..., Portuguese, Mac OS, Bloomberg Terminal
Education
University of Connecticut 2013 — 2015
Financial Management
Norwalk Community College 2010 — 2013
Business Administration
Johnsen, Fretty & Co. April 2014 - December 2014
Northwestern Mutual August 2013 - February 2014
Investors Capital September 2012 - December 2012
Chase September 2011 - August 2012
Vineyard Vines September 2009 - July 2011
Skills
Financial Analysis, Investment Banking, Microsoft Office, Public Speaking, Economics, Access, Microsoft Excel, Emerging Markets, Financial Planning, Customer Service, PowerPoint, Strategic Financial..., Portuguese, Mac OS, Bloomberg Terminal
Education
University of Connecticut 2013 — 2015
Financial Management
Norwalk Community College 2010 — 2013
Business Administration
Jae Hak You Jae Hak You's Investors Capital Experience May 2011 - August 2011
Job Financial Services Office (Advisory) at EY
Industry Financial Services
Experience
EY July 2013 - Present
Global Assistance Partners (GAP) August 2012 - August 2012
Investors Capital May 2011 - August 2011
Allstate June 2008 - August 2008
Skills
Financial Analysis, Equities, Microsoft Office, Series 7, Equity Research, Risk Management, Strategic Financial..., Financial Services, Microsoft Excel, Public Speaking, Corporate Finance, Research, Financial Planning, Accounting, Investments
Education
Binghamton University - School of Management 2011 — 2013
Bachelor's, Finance & Management Information Systems (MIS)
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor's, Finance
EY July 2013 - Present
Global Assistance Partners (GAP) August 2012 - August 2012
Investors Capital May 2011 - August 2011
Allstate June 2008 - August 2008
Skills
Financial Analysis, Equities, Microsoft Office, Series 7, Equity Research, Risk Management, Strategic Financial..., Financial Services, Microsoft Excel, Public Speaking, Corporate Finance, Research, Financial Planning, Accounting, Investments
Education
Binghamton University - School of Management 2011 — 2013
Bachelor's, Finance & Management Information Systems (MIS)
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2011
Bachelor's, Finance
Ian Krotinsky's Investors Capital Experience June 2010 - August 2010
Job Program Trader at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
Halcyon Asset Management June 2011 - August 2011
Investors Capital June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2010 — 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
Halcyon Asset Management June 2011 - August 2011
Investors Capital June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2010 — 2014
charly thornton charly thornton's Investors Capital Experience October 2009 - September 2013
Job Fixed Income Trader at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Investors Capital Corp August 2013 - October 2013
Investors Capital October 2009 - September 2013
E*TRADE Financial May 2008 - June 2009
DFS Investments 2007 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Equities, Fixed Income, Bloomberg, Mutual Funds, Series 24, Investments, Trading, Wealth Management, Alternative Investments, Portfolio Management, Options, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Microsoft Excel, IRAs
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
Commonwealth Financial Network October 2013 - Present
Investors Capital Corp August 2013 - October 2013
Investors Capital October 2009 - September 2013
E*TRADE Financial May 2008 - June 2009
DFS Investments 2007 - 2008
Skills
Series 7, Securities, Series 63, FINRA, Equities, Fixed Income, Bloomberg, Mutual Funds, Series 24, Investments, Trading, Wealth Management, Alternative Investments, Portfolio Management, Options, Investment Advisory, Asset Allocation, Financial Advisory, 401k, Microsoft Excel, IRAs
Education
Fairfield University 2003 — 2007
Bachelor of Science (BS), Finance, General
Christopher Priest's Investors Capital Experience February 2015 - Present
Job Financial Consultant at Investors Capital
Industry Financial Services
Experience
Investors Capital February 2015 - Present
Financial Service Partners January 2010 - February 2015
Centra Financial Group September 2006 - December 2009
LifeMark Securities Corp March 2005 - September 2006
Paychex September 2003 - March 2005
Skills
I have expertise in..., Retirement Planning, Retirement, Life Insurance, Disability Insurance, Financial Services, Financial Planners, Finance, FINRA, Sales Operations, Personal Finance, Mutual Funds, Strategic Financial..., Estate Planning, 401k, IRAs, Series 6
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Sports Communication
Investors Capital February 2015 - Present
Financial Service Partners January 2010 - February 2015
Centra Financial Group September 2006 - December 2009
LifeMark Securities Corp March 2005 - September 2006
Paychex September 2003 - March 2005
Skills
I have expertise in..., Retirement Planning, Retirement, Life Insurance, Disability Insurance, Financial Services, Financial Planners, Finance, FINRA, Sales Operations, Personal Finance, Mutual Funds, Strategic Financial..., Estate Planning, 401k, IRAs, Series 6
Education
Indiana University Bloomington 1999 — 2003
Bachelor of Science (B.S.), Sports Communication
Daniel A. Haggarty Daniel A. Haggarty's Investors Capital Experience June 2011 - September 2011
Job Junior Trader at Nitron International Corporation
Industry Mining & Metals
Experience
Nitron International Corporation June 2014 - Present
Noble Group January 2013 - July 2014
Trafigura December 2011 - October 2012
Investors Capital June 2011 - September 2011
Heat Inc June 2010 - September 2010
Skills
International Logistics, Soft Commodities, Commodity Markets, Commodity Pricing, Metals, Coffee, Risk Management, Hedging, Trading, Market Research, Corporate Finance, Analysis
Education
Providence College 2007 — 2011
B.S., Finance
Fairfield College Preparatory School 2003 — 2007
High School Diploma
Nitron International Corporation June 2014 - Present
Noble Group January 2013 - July 2014
Trafigura December 2011 - October 2012
Investors Capital June 2011 - September 2011
Heat Inc June 2010 - September 2010
Skills
International Logistics, Soft Commodities, Commodity Markets, Commodity Pricing, Metals, Coffee, Risk Management, Hedging, Trading, Market Research, Corporate Finance, Analysis
Education
Providence College 2007 — 2011
B.S., Finance
Fairfield College Preparatory School 2003 — 2007
High School Diploma
Anthony Mazza Anthony Mazza's Investors Capital Experience June 2010 - February 2011
Job Account Executive, Eastern U.S. at Hanse Orga Group
Industry Financial Services
Experience
Hanse Orga May 2014 - Present
INDATA January 2011 - May 2014
Investor's Capital June 2010 - February 2011
Akerman Senterfitt May 2009 - August 2009
Bank of America June 2008 - May 2009
Verizon Wireless June 2006 - August 2006
Skills
Equities, Fixed Income, Series 7, Analysis, Portfolio Management, Securities, Investments, Sales Process, Business Development, Finance, Sales, Management, Strategic Planning
Education
Rutgers University-New Brunswick
Bachelor's, Political Science & Economics
Hanse Orga May 2014 - Present
INDATA January 2011 - May 2014
Investor's Capital June 2010 - February 2011
Akerman Senterfitt May 2009 - August 2009
Bank of America June 2008 - May 2009
Verizon Wireless June 2006 - August 2006
Skills
Equities, Fixed Income, Series 7, Analysis, Portfolio Management, Securities, Investments, Sales Process, Business Development, Finance, Sales, Management, Strategic Planning
Education
Rutgers University-New Brunswick
Bachelor's, Political Science & Economics
Bob DeChiara's Investors Capital Experience February 2005 - December 2008
Job Creative professional and photographer
Industry Design
Experience
Custom Learning Designs July 2013 - Present
USA TODAY Sports Images May 2011 - Present
Firestone Financial November 2011 - April 2013
Installernet December 2008 - March 2011
Investors Capital February 2005 - December 2008
2004-2005Fidelity Investments May 2004 - February 2005
2004MobileToys, Inc April 2002 - May 2004
Skills
Web Design, CSS, HTML, Photoshop, Graphic Design, Photography, Photo Retouching, Adobe Creative Suite, Social Media, Digital Printing, Print Production Process, Large Format, Video Editing, InDesign, Illustrator, Marketing Strategy, Social Networking, Twitter, Wordpress, Dreamweaver, Google Analytics, Google Adwords, CMS, PowerPoint, HTML 5, Constant Contact, HTML emails, CSS3, Typography, Wire Framing, Portrait Photography, Image Manipulation, Landing Pages, Banner Ads, Front-end Coding, Creative Direction, Creativity, Salesforce.com, Multimedia, Graphics, Brochures, Corporate Identity, Image Editing, Mac, Digital Photography, Lightroom, Newsletters, Photojournalism, Magazines, Layout
Education
Clark University 1995 — 1996
Certificate, Graphic Design
Custom Learning Designs July 2013 - Present
USA TODAY Sports Images May 2011 - Present
Firestone Financial November 2011 - April 2013
Installernet December 2008 - March 2011
Investors Capital February 2005 - December 2008
2004-2005Fidelity Investments May 2004 - February 2005
2004MobileToys, Inc April 2002 - May 2004
Skills
Web Design, CSS, HTML, Photoshop, Graphic Design, Photography, Photo Retouching, Adobe Creative Suite, Social Media, Digital Printing, Print Production Process, Large Format, Video Editing, InDesign, Illustrator, Marketing Strategy, Social Networking, Twitter, Wordpress, Dreamweaver, Google Analytics, Google Adwords, CMS, PowerPoint, HTML 5, Constant Contact, HTML emails, CSS3, Typography, Wire Framing, Portrait Photography, Image Manipulation, Landing Pages, Banner Ads, Front-end Coding, Creative Direction, Creativity, Salesforce.com, Multimedia, Graphics, Brochures, Corporate Identity, Image Editing, Mac, Digital Photography, Lightroom, Newsletters, Photojournalism, Magazines, Layout
Education
Clark University 1995 — 1996
Certificate, Graphic Design
Benjamin Leinwand Benjamin Leinwand's Investors Capital Experience July 2010 - August 2010
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman October 2013 - Present
First Manhattan Consulting Group June 2012 - August 2012
Cornell Venture Capital February 2011 - May 2012
Google January 2012 - January 2012
The Nielsen Company June 2011 - August 2011
Investors Capital July 2010 - August 2010
Envite June 2010 - July 2010
Organization of Staff Analysts July 2009 - August 2009
Basic Souvenir August 2008 - August 2008
Skills
R, Management Consulting, Data Analysis, Analysis, PowerPoint, SAS Certified Base..., Business Strategy, Data Modeling, Financial Modeling, Statistical Consulting, Management, Strategy, Financial Analysis, Research, Gardening, Bird Watching, Baking, Market Research
Education
Cornell University 2013 — 2013
Master's degree, Applied Statistics
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Statistical Science
Flatbush
Oliver Wyman October 2013 - Present
First Manhattan Consulting Group June 2012 - August 2012
Cornell Venture Capital February 2011 - May 2012
Google January 2012 - January 2012
The Nielsen Company June 2011 - August 2011
Investors Capital July 2010 - August 2010
Envite June 2010 - July 2010
Organization of Staff Analysts July 2009 - August 2009
Basic Souvenir August 2008 - August 2008
Skills
R, Management Consulting, Data Analysis, Analysis, PowerPoint, SAS Certified Base..., Business Strategy, Data Modeling, Financial Modeling, Statistical Consulting, Management, Strategy, Financial Analysis, Research, Gardening, Bird Watching, Baking, Market Research
Education
Cornell University 2013 — 2013
Master's degree, Applied Statistics
Cornell University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Statistical Science
Flatbush
Christopher Barone's Investors Capital Experience December 2014 - Present
Job OSJ, Compliance Officer
Industry Financial Services
Experience
Investors Capital December 2014 - Present
The Prudential Insurance Company of America, Newark NJ May 2014 - October 2014
J.P. Morgan Securities May 2013 - September 2013
Morton Wealth Advisers August 2012 - May 2013
Deutsche Bank Championship August 2012 - September 2012
Ashland Lumber May 2004 - August 2012
Ashland Lumber Company May 2004 - August 2012
Pegasystems May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Financial Markets, Financial Advisory, Strategic Communications, Corporate Communications, Strategic Financial..., Integrated Marketing, Leadership, Marketing, Entrepreneurship, Market Research, Business Development, Training, Strategy, Microsoft Excel, Customer Service, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Arts, Corporate Communication
Xaverian Brothers High School 2004 — 2008
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Investors Capital December 2014 - Present
The Prudential Insurance Company of America, Newark NJ May 2014 - October 2014
J.P. Morgan Securities May 2013 - September 2013
Morton Wealth Advisers August 2012 - May 2013
Deutsche Bank Championship August 2012 - September 2012
Ashland Lumber May 2004 - August 2012
Ashland Lumber Company May 2004 - August 2012
Pegasystems May 2011 - August 2011
Skills
Social Media, Social Media Marketing, Financial Markets, Financial Advisory, Strategic Communications, Corporate Communications, Strategic Financial..., Integrated Marketing, Leadership, Marketing, Entrepreneurship, Market Research, Business Development, Training, Strategy, Microsoft Excel, Customer Service, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Arts, Corporate Communication
Xaverian Brothers High School 2004 — 2008
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Christopher Orluk's Investors Capital Experience June 2014 - August 2015
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Investors Capital June 2014 - August 2015
Morgan Stanley Wealth Management September 2013 - May 2014
Fresenius Medical Care June 2013 - September 2013
Exergen Corporation April 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Close Attention to..., Achieving Results, Highly motivated..., Flexible to Change, Accountability, Leadership, Teamwork, Accounting, Management, Research, Public Speaking, Analysis, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics, 3.42
University College Dublin 2012 — 2012
Bachelor of Science (B.S.), Finance & Economics
St. John's Prep High School, Danvers, MA 2006 — 2010
H.S. Diploma
Morgan Stanley August 2015 - Present
Investors Capital June 2014 - August 2015
Morgan Stanley Wealth Management September 2013 - May 2014
Fresenius Medical Care June 2013 - September 2013
Exergen Corporation April 2011 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Close Attention to..., Achieving Results, Highly motivated..., Flexible to Change, Accountability, Leadership, Teamwork, Accounting, Management, Research, Public Speaking, Analysis, Investments
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics, 3.42
University College Dublin 2012 — 2012
Bachelor of Science (B.S.), Finance & Economics
St. John's Prep High School, Danvers, MA 2006 — 2010
H.S. Diploma
Jeffrey LaFrance Jeffrey LaFrance's Investors Capital Experience May 2009 - January 2010
Job Financial Services Professional
Industry Financial Services
Experience
ENT and Allergy Associates February 2011 - December 2012
Mediaboy international group inc. November 2010 - December 2012
Docs medical practice February 2010 - February 2011
Investors Capital May 2009 - January 2010
Basic Investors August 2008 - October 2008
Skills
Series 7, Insurance, Financial Services, Financial Planners, Securities
Education
Central Connecticut State University 2003 — 2008
BA, Economics
ENT and Allergy Associates February 2011 - December 2012
Mediaboy international group inc. November 2010 - December 2012
Docs medical practice February 2010 - February 2011
Investors Capital May 2009 - January 2010
Basic Investors August 2008 - October 2008
Skills
Series 7, Insurance, Financial Services, Financial Planners, Securities
Education
Central Connecticut State University 2003 — 2008
BA, Economics
Jim Aldred's Investors Capital Experience 2003 - 2008
Job Ryder Insurance Agency, Inc., owner
Industry Insurance
Experience
Ryder Insurance Agency, Inc. June 2001 - Present
1460 WXBR April 2012 - August 2012
Investors Capital 2003 - 2008
Commonwealth Financial Network 1998 - 2003
American Express Financial Advisors, 1993 - 1998
LTX Corporation May 1987 - May 1991
Raytheon June 1978 - May 1987
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Sales, Insurance, Strategic Planning, Small Business, Employment Practices..., Manufacturing, Surety Bonds, Life Insurance, Disability Insurance, Liability, Professional Liability, Cargo Insurance, Inland Marine, Public Speaking, Marketing, Team Building, Public Relations, Social Media, New Business Development, Marketing Strategy, Negotiation, Fundraising, Sales Management, Microsoft Office, Advertising, Budgets, Customer Service, Leadership, Social Networking, Event Management, Management, Social Media Marketing, Strategy, Radio
Education
Bentley University
B.S., Management
Ryder Insurance Agency, Inc. June 2001 - Present
1460 WXBR April 2012 - August 2012
Investors Capital 2003 - 2008
Commonwealth Financial Network 1998 - 2003
American Express Financial Advisors, 1993 - 1998
LTX Corporation May 1987 - May 1991
Raytheon June 1978 - May 1987
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Sales, Insurance, Strategic Planning, Small Business, Employment Practices..., Manufacturing, Surety Bonds, Life Insurance, Disability Insurance, Liability, Professional Liability, Cargo Insurance, Inland Marine, Public Speaking, Marketing, Team Building, Public Relations, Social Media, New Business Development, Marketing Strategy, Negotiation, Fundraising, Sales Management, Microsoft Office, Advertising, Budgets, Customer Service, Leadership, Social Networking, Event Management, Management, Social Media Marketing, Strategy, Radio
Education
Bentley University
B.S., Management
Douglas Ouellette's Investors Capital Experience May 2015 - Present
Job Business Consultant at Investors Capital
Industry Financial Services
Experience
Investors Capital May 2015 - Present
Investors Capital November 2013 - April 2015
Investors Capital February 2013 - November 2013
StudentCity.com September 2010 - December 2012
Skills
Microsoft Office, Access, SPSS, Tableau, SAS, Cognos, Series 66, Series 7, Adobe Illustrator, AIF
Education
University of Massachusetts Boston 2011 — 2012
MBA, Masters in Business Administration, Finance, International Management
Salem State College 2008 — 2011
Bachelor of Science, Marketing, minor in Economics
Investors Capital May 2015 - Present
Investors Capital November 2013 - April 2015
Investors Capital February 2013 - November 2013
StudentCity.com September 2010 - December 2012
Skills
Microsoft Office, Access, SPSS, Tableau, SAS, Cognos, Series 66, Series 7, Adobe Illustrator, AIF
Education
University of Massachusetts Boston 2011 — 2012
MBA, Masters in Business Administration, Finance, International Management
Salem State College 2008 — 2011
Bachelor of Science, Marketing, minor in Economics
Richard Coloni Richard Coloni's Investors Capital Experience November 2006 - Present
Job President of Richard B Coloni Financial Services
Industry Financial Services
Experience
Richard B Coloni Financial Services Inc January 2009 - Present
Investors Capital November 2006 - Present
Investors Capital Corporation 2006 - Present
Oppenheimer & Co. 1999 - 2006
Skills
Series 7, Retirement, Series 63, Wealth Management, Investments, Fixed Annuities, Investment Advisory, Estate Planning, Retirement Planning, FINRA, Alternative Investments, Life Insurance, Asset Allocation, Asset Management, Financial Services, Investment Strategies, Mutual Funds, IRAs
Education
Hudson Valley Community College 1976 — 1978
Associate of Science (A.S.), Mortuary Science
Richard B Coloni Financial Services Inc January 2009 - Present
Investors Capital November 2006 - Present
Investors Capital Corporation 2006 - Present
Oppenheimer & Co. 1999 - 2006
Skills
Series 7, Retirement, Series 63, Wealth Management, Investments, Fixed Annuities, Investment Advisory, Estate Planning, Retirement Planning, FINRA, Alternative Investments, Life Insurance, Asset Allocation, Asset Management, Financial Services, Investment Strategies, Mutual Funds, IRAs
Education
Hudson Valley Community College 1976 — 1978
Associate of Science (A.S.), Mortuary Science
Bryce Behar Bryce Behar's Investors Capital Experience July 2011 - August 2011
Job Junior Analyst at Omnicom Media Group
Industry Financial Services
Experience
OmnicomMediaGroup USA March 2015 - Present
Nite Bites April 2011 - May 2014
Time Warner Inc. June 2013 - August 2013
Investors Capital July 2011 - August 2011
Smartfusion June 2009 - August 2009
Skills
Entrepreneurship, Research, Software Installation, Financial Analysis, Market Research, Comprehend and Read..., Proficiency with..., Software Integrations, Mergers & Acquisitions, Spend Analysis, Stata, Minitab, Emptoris, Prezi, Finance, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel
Education
Kenyon College 2010 — 2014
Bachelor's Degree, Economics
Portledge School 2006 — 2010
OmnicomMediaGroup USA March 2015 - Present
Nite Bites April 2011 - May 2014
Time Warner Inc. June 2013 - August 2013
Investors Capital July 2011 - August 2011
Smartfusion June 2009 - August 2009
Skills
Entrepreneurship, Research, Software Installation, Financial Analysis, Market Research, Comprehend and Read..., Proficiency with..., Software Integrations, Mergers & Acquisitions, Spend Analysis, Stata, Minitab, Emptoris, Prezi, Finance, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel
Education
Kenyon College 2010 — 2014
Bachelor's Degree, Economics
Portledge School 2006 — 2010
Amanda Balagur Amanda Balagur's Investors Capital Experience April 2013 - October 2014
Job Marketing expertise that helps you keep the clients you have and get the clients you want
Industry Marketing and Advertising
Experience
Balagur Marketing October 2014 - Present
Investors Capital April 2013 - October 2014
Ameriprise Financial Services, Inc. January 2007 - February 2012
KFAI 2007 - 2011
Skills
Marketing, Social Media Marketing, Marketing Strategy, Radio, Blogging, Interactive Marketing, Customer Acquisition, Editing, Corporate Communications, Project Management, Proofreading, Food Studies, Podcasting, Content Management, Copywriting
Education
Boston University 2013 — 2015
MLA, Gastronomy
University of Pennsylvania
BA, Communications, Theatre Arts
Balagur Marketing October 2014 - Present
Investors Capital April 2013 - October 2014
Ameriprise Financial Services, Inc. January 2007 - February 2012
KFAI 2007 - 2011
Skills
Marketing, Social Media Marketing, Marketing Strategy, Radio, Blogging, Interactive Marketing, Customer Acquisition, Editing, Corporate Communications, Project Management, Proofreading, Food Studies, Podcasting, Content Management, Copywriting
Education
Boston University 2013 — 2015
MLA, Gastronomy
University of Pennsylvania
BA, Communications, Theatre Arts
Craig Spadafora, MBA Craig Spadafora, MBA's Investors Capital Experience August 2002 - March 2012
Job Director, Product Management. Financial Service Company.
Industry Financial Services
Experience
John Hancock Financial Services 2013 - Present
John Hancock Financial Services 2013 - Present
Investors Capital August 2002 - March 2012
Skills
Series 7, Series 6, Series 63, series 66, Life & Health Insurance..., Series 24, Mutual Funds, Recruiting, RIAs, Executive Managment, Strategic Partnerships, Institutional Sales, Variable Annuities, Alternative Investments, Sales Management, Sales Operations, Government, Retirement Planning, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, FINRA, Fixed Annuities, Financial Services, Financial Advisory, Financial Planning, Asset Management, Investments
Education
Georgetown University 2011 — 2011
Behavioral Finance, Taxation and Technology
The University of Chicago - Booth School of Business 2010 — 2010
Executive Leadership
Stanford Business School 2008 — 2008
Organizational Leadership
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Finance
Northeastern University 1991 — 1996
B.S
John Hancock Financial Services 2013 - Present
John Hancock Financial Services 2013 - Present
Investors Capital August 2002 - March 2012
Skills
Series 7, Series 6, Series 63, series 66, Life & Health Insurance..., Series 24, Mutual Funds, Recruiting, RIAs, Executive Managment, Strategic Partnerships, Institutional Sales, Variable Annuities, Alternative Investments, Sales Management, Sales Operations, Government, Retirement Planning, Uniform Combined State..., Securities, Investment Advisory, Wealth Management, FINRA, Fixed Annuities, Financial Services, Financial Advisory, Financial Planning, Asset Management, Investments
Education
Georgetown University 2011 — 2011
Behavioral Finance, Taxation and Technology
The University of Chicago - Booth School of Business 2010 — 2010
Executive Leadership
Stanford Business School 2008 — 2008
Organizational Leadership
Suffolk University - Sawyer School of Management 2001 — 2003
MBA, Finance
Northeastern University 1991 — 1996
B.S
Siobhan Fitzgerald CFE's Investors Capital Experience September 2006 - November 2006
Job Fraud Investigator
Industry Government Administration
Experience
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Cathy Guild Cathy Guild's Investors Capital Experience June 2014 - August 2015
Job Compliance Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network August 2015 - Present
Investors Capital June 2014 - August 2015
Parsons Financial Associates, Inc. January 1998 - June 2014
Skills
Series 7, Series 24, Series 6, Series 26, Series 63, Mutual Funds, Customer Service, Surveillance, Branch Inspections, Investments, Branch Management
Education
Franklin Pierce University
Associate of Arts (AA), Accounting and Finance
Commonwealth Financial Network August 2015 - Present
Investors Capital June 2014 - August 2015
Parsons Financial Associates, Inc. January 1998 - June 2014
Skills
Series 7, Series 24, Series 6, Series 26, Series 63, Mutual Funds, Customer Service, Surveillance, Branch Inspections, Investments, Branch Management
Education
Franklin Pierce University
Associate of Arts (AA), Accounting and Finance
Jeffrey Mishol Jeffrey Mishol's Investors Capital Experience February 2009 - Present
Job Financial Advisor with a focus on wealth management and retirement planning
Industry Financial Services
Experience
Investors Capital February 2009 - Present
Bank of America 2008 - 2009
Securities America, Inc. Member FINRA/SIPC 2006 - 2008
Skills
Retirement Planning, Small and Medium-Sized..., Insurance, Estate Planning, College Education..., Tax Management..., Portolio Asset..., Health Care Cost..., Social Security..., Retirement, Financial Advisory, Financial Services, Securities, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1994
Bachelor of Science (B.S.), Hotel, Restaurant, & Travel Management
Holyoke Community College 1988 — 1991
Associate of Science (A.S.), Business Administration and Management, General
Investors Capital February 2009 - Present
Bank of America 2008 - 2009
Securities America, Inc. Member FINRA/SIPC 2006 - 2008
Skills
Retirement Planning, Small and Medium-Sized..., Insurance, Estate Planning, College Education..., Tax Management..., Portolio Asset..., Health Care Cost..., Social Security..., Retirement, Financial Advisory, Financial Services, Securities, Series 7, Mutual Funds, Series 63, Investments, Wealth Management, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1994
Bachelor of Science (B.S.), Hotel, Restaurant, & Travel Management
Holyoke Community College 1988 — 1991
Associate of Science (A.S.), Business Administration and Management, General
Eric Hamilton's Investors Capital Experience 2007 - 2008
Job Senior Director, Sales Broadridge Financial Solutions.
Industry Financial Services
Experience
Broadridge Financial Solutions May 2014 - Present
Linedata 2008 - 2014
Investors Capital 2007 - 2008
Merrill Lynch 2005 - 2007
Morgan Stanley 2004 - 2005
SunGard 2000 - 2004
Thomson Reuters 1996 - 2000
Thomson Reuters 1993 - 1996
Liberty Mutual Insurance 1988 - 1993
Skills
Software Sales..., Investment Sales, Financial Services, Investment Management, Trading Systems, Electronic Trading, Portfolio Management, Financial Technology, Trading, Electronic Trading..., Portfolio Optimization, Series 7, Series 65, OMS/EMS, Hedge Funds, Investments, Alternative Investments, Equities, Fixed Income, New Business Development, Asset Management, Wealth Management, Sales Management, International Sales, Mutual Funds, Rainmaker, Portfolio Performance..., Trade Order Management, Compliance, Investment Compliance, Investment Advisor..., Account Portfolio..., Fund Accounting, Information Technology, SaaS, Investment Data, Trade Operations, Swaps, Interest Rate Swaps, Equity Swaps, Public Speaking, Socially Responsible..., Securities, Bonds, Middle Office, Foreign Exchange, FINRA, Market Data, Equity Trading, Options
Education
Babson College
Bachelor of Science (B.S.), Finance and Investments
Broadridge Financial Solutions May 2014 - Present
Linedata 2008 - 2014
Investors Capital 2007 - 2008
Merrill Lynch 2005 - 2007
Morgan Stanley 2004 - 2005
SunGard 2000 - 2004
Thomson Reuters 1996 - 2000
Thomson Reuters 1993 - 1996
Liberty Mutual Insurance 1988 - 1993
Skills
Software Sales..., Investment Sales, Financial Services, Investment Management, Trading Systems, Electronic Trading, Portfolio Management, Financial Technology, Trading, Electronic Trading..., Portfolio Optimization, Series 7, Series 65, OMS/EMS, Hedge Funds, Investments, Alternative Investments, Equities, Fixed Income, New Business Development, Asset Management, Wealth Management, Sales Management, International Sales, Mutual Funds, Rainmaker, Portfolio Performance..., Trade Order Management, Compliance, Investment Compliance, Investment Advisor..., Account Portfolio..., Fund Accounting, Information Technology, SaaS, Investment Data, Trade Operations, Swaps, Interest Rate Swaps, Equity Swaps, Public Speaking, Socially Responsible..., Securities, Bonds, Middle Office, Foreign Exchange, FINRA, Market Data, Equity Trading, Options
Education
Babson College
Bachelor of Science (B.S.), Finance and Investments
Julio Romero Julio Romero's Investors Capital Experience November 2009 - July 2010
Job Institutional Equity Sales at Sidoti & Company, LLC
Industry Financial Services
Experience
JPMorgan Chase April 2013 - November 2013
JPMorgan Chase June 2011 - March 2013
Keller & Pinson Financial January 2011 - May 2011
Investors Capital November 2009 - July 2010
Skills
Finance, Investments, Equity Research, Valuation, Financial Modeling, Forecasting, Microsoft Excel, Hedge Funds, Financial Analysis, Financial Services, Portfolio Management, Capital Markets
Education
State University of New York at Binghamton 2005 — 2009
BS, Management, Finance
Yonkers High School 2001 — 2005
JPMorgan Chase April 2013 - November 2013
JPMorgan Chase June 2011 - March 2013
Keller & Pinson Financial January 2011 - May 2011
Investors Capital November 2009 - July 2010
Skills
Finance, Investments, Equity Research, Valuation, Financial Modeling, Forecasting, Microsoft Excel, Hedge Funds, Financial Analysis, Financial Services, Portfolio Management, Capital Markets
Education
State University of New York at Binghamton 2005 — 2009
BS, Management, Finance
Yonkers High School 2001 — 2005
Richmon Kam's Investors Capital Experience June 2011 - August 2011
Job Associate at Rockland Capital
Industry Venture Capital & Private Equity
Experience
Rockland Capital August 2015 - Present
Citi June 2013 - June 2015
Boston University School of Management February 2013 - June 2013
Citi June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - April 2012
Boston University School of Management August 2011 - December 2011
Investors Capital June 2011 - August 2011
New Generation Lighting May 2010 - August 2011
Intergenerational Literacy Project September 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Research, Financial Modeling, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Graduated Summa Cum Laude
Rockland Capital August 2015 - Present
Citi June 2013 - June 2015
Boston University School of Management February 2013 - June 2013
Citi June 2012 - August 2012
Coburn & Meredith, Inc. January 2012 - April 2012
Boston University School of Management August 2011 - December 2011
Investors Capital June 2011 - August 2011
New Generation Lighting May 2010 - August 2011
Intergenerational Literacy Project September 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Research, Financial Modeling, Financial Analysis
Education
Boston University - School of Management 2009 — 2013
BSBA, Finance, Graduated Summa Cum Laude
Jeremy Bourgeois Jeremy Bourgeois's Investors Capital Experience September 2013 - May 2014
Job Compliance Officer at Santander Securities
Industry Financial Services
Experience
Santander Securities May 2014 - Present
Investors Capital September 2013 - May 2014
Investors Capital August 2010 - September 2013
Investors Capital September 2009 - August 2010
Skills
Series 7, Series 24, Series 4, series 53, Fixed Income, Equities, Trading, Options, Mutual Funds, Securities, Equity Trading, Unit Investment Trusts, Margin, Series 66, Bloomberg, Alternative Investments, Investments, FINRA
Education
Fordham University 2001 — 2005
BS, Finance
Danvers High School 1997 — 2001
Santander Securities May 2014 - Present
Investors Capital September 2013 - May 2014
Investors Capital August 2010 - September 2013
Investors Capital September 2009 - August 2010
Skills
Series 7, Series 24, Series 4, series 53, Fixed Income, Equities, Trading, Options, Mutual Funds, Securities, Equity Trading, Unit Investment Trusts, Margin, Series 66, Bloomberg, Alternative Investments, Investments, FINRA
Education
Fordham University 2001 — 2005
BS, Finance
Danvers High School 1997 — 2001
Doug DeShields Doug DeShields's Investors Capital Experience 2004 - 2006
Job Certified Quickbooks ProAdvisor
Industry Accounting
Experience
Capstone Financial Services, Inc. March 2003 - Present
Metrolina Real Estate Investors Association 2009 - 2015
Investors Capital 2004 - 2006
Consolidated Planning, Inc. December 2000 - March 2003
Bethany Church 1996 - 1999
BellSouth 1969 - 1999
Skills
Insurance, Investments, QuickBooks Pro, QuickBooks Point of Sale, Microsoft Office, Project Management, Real Estate Investor, Small Business, Landlord, Telecommunications, Problem Solving, Accounting, Certified Quickbooks..., QuickBooks
Education
Pfeiffer University 1989 — 1991
MBA, Finance
Pfeiffer University 1983 — 1985
B.S., Economics
Capstone Financial Services, Inc. March 2003 - Present
Metrolina Real Estate Investors Association 2009 - 2015
Investors Capital 2004 - 2006
Consolidated Planning, Inc. December 2000 - March 2003
Bethany Church 1996 - 1999
BellSouth 1969 - 1999
Skills
Insurance, Investments, QuickBooks Pro, QuickBooks Point of Sale, Microsoft Office, Project Management, Real Estate Investor, Small Business, Landlord, Telecommunications, Problem Solving, Accounting, Certified Quickbooks..., QuickBooks
Education
Pfeiffer University 1989 — 1991
MBA, Finance
Pfeiffer University 1983 — 1985
B.S., Economics
Nanette Blish's Investors Capital Experience March 2012 - Present
Job What is important to you is where our conversation would begin.
Industry Financial Services
Experience
Investors Capital March 2012 - Present
UBS Financial Services April 1990 - April 2012
The Unicorn 2010 - 2011
Shearson Lehman Brothers January 1987 - April 1990
Skills
Creating, Prioritizing..., Preservation of Capital, Financial Guidance..., Diviorce Financial..., Budgeting, Filling the Income..., Providing for Special..., Asset Managment, Portfolio Management, Strategic Financial..., College Planning, Estate Planning, Retirement Planning, Variable Annuities, Health Insurance, Life Insurance, Money Management, Financial Analysis, Investments, Financial Advisory, Retirement, Securities, Financial Services, Finance
Education
Lasell College 1975 — 1977
Early Childhood Education
Ursuline School 1971 — 1974
Investors Capital March 2012 - Present
UBS Financial Services April 1990 - April 2012
The Unicorn 2010 - 2011
Shearson Lehman Brothers January 1987 - April 1990
Skills
Creating, Prioritizing..., Preservation of Capital, Financial Guidance..., Diviorce Financial..., Budgeting, Filling the Income..., Providing for Special..., Asset Managment, Portfolio Management, Strategic Financial..., College Planning, Estate Planning, Retirement Planning, Variable Annuities, Health Insurance, Life Insurance, Money Management, Financial Analysis, Investments, Financial Advisory, Retirement, Securities, Financial Services, Finance
Education
Lasell College 1975 — 1977
Early Childhood Education
Ursuline School 1971 — 1974
Carmen Grinkis, PhD, CFP®, CLTC's Investors Capital Experience 2004 - 2006
Job Wealth Manager at US Wealth Advisors
Industry Financial Services
Experience
US Wealth Advisors December 2013 - Present
Income Protection Partners February 2001 - Present
Wealth Secure: A Corporate Compensation Plans Company September 2008 - January 2010
Roster Financial, Allianz Of North America Company April 2007 - September 2008
INVESTORS CAPITAL 2004 - 2006
Future Care Options 2004 - 2006
Skills
Wealth Management, Retirement, Employee Benefits, Project Planning, Training, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Strategic Planning, Small Business, Financial Planning, Tax Planning, Consumer Education, Medicare Advantage
Education
Bryant University 2010 — 2012
CFP Certification, Certified in Financial Planning
Duquesne University, PhD 1986 — 1993
PhD, Existential Phenomenological Clinical Psychology, PhD
Duquesne University, MA 1985 — 1986
MA, Existential Phenomenological Clinical Psychology
Clark University 1982 — 1985
MA, Psychology & Philosophy
US Wealth Advisors December 2013 - Present
Income Protection Partners February 2001 - Present
Wealth Secure: A Corporate Compensation Plans Company September 2008 - January 2010
Roster Financial, Allianz Of North America Company April 2007 - September 2008
INVESTORS CAPITAL 2004 - 2006
Future Care Options 2004 - 2006
Skills
Wealth Management, Retirement, Employee Benefits, Project Planning, Training, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Strategic Planning, Small Business, Financial Planning, Tax Planning, Consumer Education, Medicare Advantage
Education
Bryant University 2010 — 2012
CFP Certification, Certified in Financial Planning
Duquesne University, PhD 1986 — 1993
PhD, Existential Phenomenological Clinical Psychology, PhD
Duquesne University, MA 1985 — 1986
MA, Existential Phenomenological Clinical Psychology
Clark University 1982 — 1985
MA, Psychology & Philosophy
Edison Vo's Investors Capital Experience July 2011 - August 2011
Job Financial Service Professional
Industry Financial Services
Experience
Bank of America November 2013 - Present
Debtwire December 2012 - November 2013
Market Realist October 2012 - December 2012
Xtract Research LLC (Subsidiary of Financial Times Group) September 2012 - November 2012
Investors Capital July 2011 - August 2011
Leverage Academy, LLC September 2010 - December 2010
Skills
DCF, Comparison, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, PowerPoint, Access, Microsoft Word, Equity Research, Spanish, Microsoft Office, Bloomberg, Research, Customer Service, Analysis, Social Media, Equities, Comparative Market..., Mergers & Acquisitions
Education
Boston University Questrom School of Business 2008 — 2012
B.S.B.A, Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Bank of America November 2013 - Present
Debtwire December 2012 - November 2013
Market Realist October 2012 - December 2012
Xtract Research LLC (Subsidiary of Financial Times Group) September 2012 - November 2012
Investors Capital July 2011 - August 2011
Leverage Academy, LLC September 2010 - December 2010
Skills
DCF, Comparison, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, PowerPoint, Access, Microsoft Word, Equity Research, Spanish, Microsoft Office, Bloomberg, Research, Customer Service, Analysis, Social Media, Equities, Comparative Market..., Mergers & Acquisitions
Education
Boston University Questrom School of Business 2008 — 2012
B.S.B.A, Finance and Accounting
Brooklyn Technical High School 2008 — 2012
Nicholas Panagakos Nicholas Panagakos's Investors Capital Experience December 2013 - January 2014
Job Student at Marist College
Industry Financial Services
Experience
DelMonaco brothers industries August 2014 - Present
Greystone Equity Fund January 2014 - Present
Marist College August 2010 - May 2014
Investors Capital December 2013 - January 2014
J Kings Food Service November 2012 - January 2013
Skills
Microsoft Office, Bloomberg Terminal, Public Speaking, Social Media, Microsoft Excel, Facebook, PowerPoint, Data Analysis, Access, Social Networking, Microsoft Word, Press Releases, Research, Event Planning, Time Management, Financial Analysis, Financial Modeling, Accounting, Financial Accounting
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Griffith University 2012 — 2012
DelMonaco brothers industries August 2014 - Present
Greystone Equity Fund January 2014 - Present
Marist College August 2010 - May 2014
Investors Capital December 2013 - January 2014
J Kings Food Service November 2012 - January 2013
Skills
Microsoft Office, Bloomberg Terminal, Public Speaking, Social Media, Microsoft Excel, Facebook, PowerPoint, Data Analysis, Access, Social Networking, Microsoft Word, Press Releases, Research, Event Planning, Time Management, Financial Analysis, Financial Modeling, Accounting, Financial Accounting
Education
Marist College 2010 — 2014
Bachelor of Science (BS), Finance and Financial Management Services
Griffith University 2012 — 2012
Jacob Yi Jacob Yi's Investors Capital Experience May 2009 - November 2011
Job Marketing
Industry Marketing and Advertising
Experience
Bitro Group April 2014 - Present
New Bridge Securities January 2012 - July 2012
Investor's Capital May 2009 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, NetExchange, SPSS, Microsoft Word
Education
Montclair State University 2009 — 2013
Marketing, Multi Channel Marketing, Management, Social Media Marketing., 3.4
Palisades Park HS
Bitro Group April 2014 - Present
New Bridge Securities January 2012 - July 2012
Investor's Capital May 2009 - November 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Access, NetExchange, SPSS, Microsoft Word
Education
Montclair State University 2009 — 2013
Marketing, Multi Channel Marketing, Management, Social Media Marketing., 3.4
Palisades Park HS
Ariana Bates's Investors Capital Experience June 2009 - August 2009
Job Project Manager, eCommerce and Web Experience at LogMeIn
Industry Marketing and Advertising
Experience
LogMeIn October 2014 - Present
Lavastorm Analytics January 2013 - September 2014
Rapid7 September 2011 - January 2013
Rapid7 February 2011 - September 2011
Hard Rock Cafe July 2010 - February 2011
Boston Logic Technology Partners June 2010 - August 2010
Investors Capital June 2009 - August 2009
Personal Financial Management Plus, Inc June 2008 - August 2008
Skills
Lead Generation, Demand Generation, Marketing, Marketing Automation, Email Marketing, CRM, Sales Enablement, Marketo, Social Media Marketing, NetSuite, Salesforce.com, Marketing Operations, Start-ups, E-commerce, Enterprise Software, SaaS, Strategic Partnerships, Product Management, Cloud Computing, Sales Process, Product Marketing, Analytics, Sales Management, Professional Services, Go-to-market Strategy
Education
Babson College 2006 — 2010
Bachelor of Science, Marketing
LogMeIn October 2014 - Present
Lavastorm Analytics January 2013 - September 2014
Rapid7 September 2011 - January 2013
Rapid7 February 2011 - September 2011
Hard Rock Cafe July 2010 - February 2011
Boston Logic Technology Partners June 2010 - August 2010
Investors Capital June 2009 - August 2009
Personal Financial Management Plus, Inc June 2008 - August 2008
Skills
Lead Generation, Demand Generation, Marketing, Marketing Automation, Email Marketing, CRM, Sales Enablement, Marketo, Social Media Marketing, NetSuite, Salesforce.com, Marketing Operations, Start-ups, E-commerce, Enterprise Software, SaaS, Strategic Partnerships, Product Management, Cloud Computing, Sales Process, Product Marketing, Analytics, Sales Management, Professional Services, Go-to-market Strategy
Education
Babson College 2006 — 2010
Bachelor of Science, Marketing
Richard Parnigoni, CRPC's Investors Capital Experience January 2015 - Present
Job Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital January 2015 - Present
Education
Boston University 1979 — 1983
BSBA, Finance/ Management Information Systems
Investors Capital January 2015 - Present
Education
Boston University 1979 — 1983
BSBA, Finance/ Management Information Systems
Matt Namin's Investors Capital Experience January 2010 - February 2012
Job Expense Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2013 - Present
Investors Capital January 2010 - February 2012
Gryphone Telecom May 2009 - January 2010
Granite Telecommunications October 2008 - December 2008
ES Components June 2006 - January 2007
Skills
Excel, Word, Financial Analysis, Strategic Planning, Microsoft Office, Goldmine, HTML/XML, Java, C++, SDLC, UML, Flash, Dreamweaver, Visual Studio, Access, Photoshop, SQL, Microsoft Excel
Education
Bentley University 2004 — 2008
BS, Management
Brown Brothers Harriman May 2013 - Present
Investors Capital January 2010 - February 2012
Gryphone Telecom May 2009 - January 2010
Granite Telecommunications October 2008 - December 2008
ES Components June 2006 - January 2007
Skills
Excel, Word, Financial Analysis, Strategic Planning, Microsoft Office, Goldmine, HTML/XML, Java, C++, SDLC, UML, Flash, Dreamweaver, Visual Studio, Access, Photoshop, SQL, Microsoft Excel
Education
Bentley University 2004 — 2008
BS, Management
John Lindgren John Lindgren's Investors Capital Experience December 2001 - December 2005
Job Director of Resource Development at Community Bridges
Industry Fund-Raising
Experience
Community Bridges August 2010 - January 2015
American Red Cross August 2008 - September 2010
Rape Crisis Services of Greater Lowell June 2009 - November 2009
eCopy,Inc October 2006 - February 2007
Blue Jay Marketing January 2006 - October 2006
Investors Capital December 2001 - December 2005
Compaq 1998 - 2001
Digital Equipment Corporation 1971 - 1998
Skills
Fundraising, Planned Giving, Grant Writing, Non-profits, Annual Giving, Nonprofits, Grants, Philanthropy, Event Management, Stewardship, Marketing, Event Planning, Program Management, Board Development, Strategic Planning, Social Networking
Education
Hartwick College 1966 — 1970
Bachelor of Arts (BA), Political Science and Government
Community Bridges August 2010 - January 2015
American Red Cross August 2008 - September 2010
Rape Crisis Services of Greater Lowell June 2009 - November 2009
eCopy,Inc October 2006 - February 2007
Blue Jay Marketing January 2006 - October 2006
Investors Capital December 2001 - December 2005
Compaq 1998 - 2001
Digital Equipment Corporation 1971 - 1998
Skills
Fundraising, Planned Giving, Grant Writing, Non-profits, Annual Giving, Nonprofits, Grants, Philanthropy, Event Management, Stewardship, Marketing, Event Planning, Program Management, Board Development, Strategic Planning, Social Networking
Education
Hartwick College 1966 — 1970
Bachelor of Arts (BA), Political Science and Government
Donald Poole Donald Poole's Investors Capital Experience February 2000 - December 2001
Job Consultant
Industry Consumer Goods
Experience
Donald E. Poole, Consultant July 2006 - Present
Walch Education December 2001 - June 2006
Investors Capital February 2000 - December 2001
North Star Retirement Strategies July 1998 - January 2000
Sebago Inc. March 1996 - August 1997
Maine Cottage Furniture Inc. January 1992 - March 1996
GH Bass & Co. sub. of Phillips Van Heusen June 1987 - June 1990
GH Bass subsidary of Chesebrough-Ponds Inc June 1983 - June 1987
GH Bass & Company sub. of Chesebrough-Ponds Inc June 1981 - June 1983
Chesebrough-Ponds Inc October 1973 - June 1981
Skills
Forecasting, Business Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS Accounting & Finance
University of North Carolina at Chapel Hill 1959 — 1961
Donald E. Poole, Consultant July 2006 - Present
Walch Education December 2001 - June 2006
Investors Capital February 2000 - December 2001
North Star Retirement Strategies July 1998 - January 2000
Sebago Inc. March 1996 - August 1997
Maine Cottage Furniture Inc. January 1992 - March 1996
GH Bass & Co. sub. of Phillips Van Heusen June 1987 - June 1990
GH Bass subsidary of Chesebrough-Ponds Inc June 1983 - June 1987
GH Bass & Company sub. of Chesebrough-Ponds Inc June 1981 - June 1983
Chesebrough-Ponds Inc October 1973 - June 1981
Skills
Forecasting, Business Planning
Education
Rutgers, The State University of New Jersey-New Brunswick
BS Accounting & Finance
University of North Carolina at Chapel Hill 1959 — 1961
Jon Bicknell, CFP ® Jon Bicknell, CFP ®'s Investors Capital Experience October 2013 - Present
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
Francis T. Boyle Francis T. Boyle's Investors Capital Experience July 2012 - Present
Job I help individuals, families and businesses save and plan for retirement.
Industry Financial Services
Experience
Investors Capital July 2012 - Present
Royal Alliance Associates INC 1986 - 2012
Skills
Retirement Planning, Income Planning, Estate and Legacy..., Life, Health &..., Money Management, Investment Advisory..., Social Security Planning
Education
Manhattan College 1962 — 1966
Bachelor of Business Administration (B.B.A.)
Investors Capital July 2012 - Present
Royal Alliance Associates INC 1986 - 2012
Skills
Retirement Planning, Income Planning, Estate and Legacy..., Life, Health &..., Money Management, Investment Advisory..., Social Security Planning
Education
Manhattan College 1962 — 1966
Bachelor of Business Administration (B.B.A.)
Jason Pyles Jason Pyles's Investors Capital Experience May 2011 - February 2012
Job AVP Service Delivery Consultant
Industry Banking
Experience
Bank of America June 2014 - Present
Bloomingdale's March 2013 - June 2014
Bloomingdale's June 2011 - March 2013
Investors Capital May 2011 - February 2012
Northwestern Mutual May 2009 - July 2009
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics
Linsly
Bank of America June 2014 - Present
Bloomingdale's March 2013 - June 2014
Bloomingdale's June 2011 - March 2013
Investors Capital May 2011 - February 2012
Northwestern Mutual May 2009 - July 2009
Education
Columbia University in the City of New York 2006 — 2010
BA, Economics
Linsly
Daniel E. Eskola Daniel E. Eskola's Investors Capital Experience May 2011 - July 2011
Job Investment Professional
Industry Financial Services
Experience
Ensio Capital August 2013 - January 2015
Edward Jones August 2012 - July 2013
The Lasalle Technology Group, LLC May 2011 - August 2012
Investors Capital May 2011 - July 2011
Wells Fargo May 2010 - July 2010
Farmers Insurance August 2007 - August 2008
MDOT May 2005 - August 2006
Skills
Microsoft Office, Bloomberg Terminal, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Asset Managment, Business Analysis, Electronic Trading, Options, SQL, Capital Markets, Risk Management, Securities, Investment Banking, Entrepreneurship, Business Development, Investments, Finance
Education
Michigan Technological University 2008 — 2012
B.S. Finance, Business Administration
Calumet High School
Ensio Capital August 2013 - January 2015
Edward Jones August 2012 - July 2013
The Lasalle Technology Group, LLC May 2011 - August 2012
Investors Capital May 2011 - July 2011
Wells Fargo May 2010 - July 2010
Farmers Insurance August 2007 - August 2008
MDOT May 2005 - August 2006
Skills
Microsoft Office, Bloomberg Terminal, Derivatives, Trading, Financial Markets, Fixed Income, Portfolio Management, Asset Managment, Business Analysis, Electronic Trading, Options, SQL, Capital Markets, Risk Management, Securities, Investment Banking, Entrepreneurship, Business Development, Investments, Finance
Education
Michigan Technological University 2008 — 2012
B.S. Finance, Business Administration
Calumet High School
Marc Rifkin's Investors Capital Experience August 2011 - September 2013
Job Trade Review Principal at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network October 2013 - Present
Investors Capital August 2011 - September 2013
Investors Capital October 2009 - July 2011
Fidelity Charitable Gift Fund October 2008 - January 2009
Skills
Series 7, Series 24, series 66, Mutual Funds, Fixed Annuities, Financial Advisory, Alternative Investments, New Business Development, Real Estate, Securities, Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Data Analysis, REIT, FINRA, Uniform Combined State..., Portfolio Management, Wealth Management, Trading, Investments
Education
Bentley University 2005 — 2008
Bachelor of Science (BS), Economic/Finance
Commonwealth Financial Network October 2013 - Present
Investors Capital August 2011 - September 2013
Investors Capital October 2009 - July 2011
Fidelity Charitable Gift Fund October 2008 - January 2009
Skills
Series 7, Series 24, series 66, Mutual Funds, Fixed Annuities, Financial Advisory, Alternative Investments, New Business Development, Real Estate, Securities, Investment Advisory, Asset Allocation, IRAs, Financial Analysis, Data Analysis, REIT, FINRA, Uniform Combined State..., Portfolio Management, Wealth Management, Trading, Investments
Education
Bentley University 2005 — 2008
Bachelor of Science (BS), Economic/Finance
Hector Lamourt Hector Lamourt's Investors Capital Experience March 2008 - August 2008
Job Accounts Payable Manager at Systemax
Industry Accounting
Experience
Systemax January 2014 - Present
Tourico Holidays November 2009 - Present
Tourico Holidays June 2013 - August 2013
Tourico Holidays November 2008 - November 2009
Investors Capital March 2008 - August 2008
Skills
Account Reconciliation, Accounts Payable, Microsoft Office, Invoicing, Accounting, Microsoft Excel, Finance, Forecasting, Accounts Receivable, Financial Analysis, Customer Service, Management, Outlook, Leadership, Budgets, Financial Reporting, Hospitality, Time Management, Account Management, Inventory Management, Customer Satisfaction, Excel, Reconciliation, Results Oriented, Data Entry, Payments, Microsoft Word, SAP ERP
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
BS, Economics
Systemax January 2014 - Present
Tourico Holidays November 2009 - Present
Tourico Holidays June 2013 - August 2013
Tourico Holidays November 2008 - November 2009
Investors Capital March 2008 - August 2008
Skills
Account Reconciliation, Accounts Payable, Microsoft Office, Invoicing, Accounting, Microsoft Excel, Finance, Forecasting, Accounts Receivable, Financial Analysis, Customer Service, Management, Outlook, Leadership, Budgets, Financial Reporting, Hospitality, Time Management, Account Management, Inventory Management, Customer Satisfaction, Excel, Reconciliation, Results Oriented, Data Entry, Payments, Microsoft Word, SAP ERP
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2007
BS, Economics
Phaedra Xanthos, CPA/CFE Phaedra Xanthos, CPA/CFE's Investors Capital Experience 2003 - 2005
Job Forensic Accountant / Expert Witness
Industry Accounting
Experience
Asheville Forensic Accounting January 2015 - Present
Marcum LLP December 2010 - January 2014
Freelance Projects 2009 - 2011
Berenfeld, Spritzer, Shechter & Sheer 2007 - 2009
Alvarez & Marsal 2005 - 2007
Covers Credit January 2004 - December 2005
The Triton Newspaper 2004 - 2005
Investors Capital 2003 - 2005
American Express Financial Advisors 2001 - 2003
Skills
Forensic Accounting, Fraud, Litigation Support, Litigation, Commercial Litigation, Criminal Law, Bankruptcy, Certified Fraud Examiner, Dispute Resolution, Expert Witness, CPA, Forensic Analysis, Accounting, Due Diligence, Business Valuation, White Collar Criminal..., Financial Analysis, Management, Finance
Education
Florida Atlantic University 2004 — 2006
Masters, Forensic Accounting
Florida Atlantic University
Bachelors, Mathematics
Asheville Forensic Accounting January 2015 - Present
Marcum LLP December 2010 - January 2014
Freelance Projects 2009 - 2011
Berenfeld, Spritzer, Shechter & Sheer 2007 - 2009
Alvarez & Marsal 2005 - 2007
Covers Credit January 2004 - December 2005
The Triton Newspaper 2004 - 2005
Investors Capital 2003 - 2005
American Express Financial Advisors 2001 - 2003
Skills
Forensic Accounting, Fraud, Litigation Support, Litigation, Commercial Litigation, Criminal Law, Bankruptcy, Certified Fraud Examiner, Dispute Resolution, Expert Witness, CPA, Forensic Analysis, Accounting, Due Diligence, Business Valuation, White Collar Criminal..., Financial Analysis, Management, Finance
Education
Florida Atlantic University 2004 — 2006
Masters, Forensic Accounting
Florida Atlantic University
Bachelors, Mathematics
Matt DiVirgilio's Investors Capital Experience August 2005 - Present
Job
Industry Investment Management
Experience
St. John's Preparatory School May 2010 - Present
Investors Capital August 2005 - Present
DiVirgilio Financial Group January 2003 - Present
DiVirgilio Insurance Agency January 2000 - Present
New England Financial May 2002 - February 2003
Skills
Insurance, Financial Services, Securities, Mutual Funds, Financial Advisory, Finance, Series 7, Retirement Planning, Series 6, Fixed Annuities, Life Insurance, Retirement, Investments, Series 63, Asset Allocation, IRAs, Wealth, Wealth Management, 401k, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Employee Benefits, Networking, Estate Planning, Investment Advisory, Portfolio Management, Investment Management, Financial Planners, Equities, Disability Insurance, ETFs
Education
Bentley University 1998 — 2002
BS
St. Johns Prep 1994 — 1998
St. John's Preparatory School May 2010 - Present
Investors Capital August 2005 - Present
DiVirgilio Financial Group January 2003 - Present
DiVirgilio Insurance Agency January 2000 - Present
New England Financial May 2002 - February 2003
Skills
Insurance, Financial Services, Securities, Mutual Funds, Financial Advisory, Finance, Series 7, Retirement Planning, Series 6, Fixed Annuities, Life Insurance, Retirement, Investments, Series 63, Asset Allocation, IRAs, Wealth, Wealth Management, 401k, Strategic Financial..., Asset Management, Alternative Investments, Investment Strategies, Employee Benefits, Networking, Estate Planning, Investment Advisory, Portfolio Management, Investment Management, Financial Planners, Equities, Disability Insurance, ETFs
Education
Bentley University 1998 — 2002
BS
St. Johns Prep 1994 — 1998
Jeffrey Esperance Jeffrey Esperance's Investors Capital Experience February 2010 - July 2010
Job Financial Analyst at Hawkins Delafield & Wood
Industry Financial Services
Experience
Hawkins Delafield & Wood LLP February 2014 - Present
ZenithOptimedia Group I The ROI Agency March 2013 - June 2013
Gottesman Company January 2013 - March 2013
HRA June 2011 - August 2011
Investors Capital February 2010 - July 2010
Skills
Equities, Bloomberg, PowerPoint, Microsoft Excel, Access, Department Budgeting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Investments
Hawkins Delafield & Wood LLP February 2014 - Present
ZenithOptimedia Group I The ROI Agency March 2013 - June 2013
Gottesman Company January 2013 - March 2013
HRA June 2011 - August 2011
Investors Capital February 2010 - July 2010
Skills
Equities, Bloomberg, PowerPoint, Microsoft Excel, Access, Department Budgeting
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Investments
Keith Havalotti's Investors Capital Experience January 2014 - Present
Job Financial Representative at Investors Capital
Industry Financial Services
Experience
Investors Capital January 2014 - Present
Metlife November 2011 - January 2014
Loansnap.com 2006 - 2007
quotemearate.com 2005 - 2006
Paychex July 2003 - March 2005
mass mutual 2000 - 2004
Education
Lynn University 1997 — 2000
BSBA, Business Management
Investors Capital January 2014 - Present
Metlife November 2011 - January 2014
Loansnap.com 2006 - 2007
quotemearate.com 2005 - 2006
Paychex July 2003 - March 2005
mass mutual 2000 - 2004
Education
Lynn University 1997 — 2000
BSBA, Business Management
Paul DiPietro's Investors Capital Experience March 2007 - December 2011
Job Senior Vice President Investments Dawson James Securities, Inc.
Industry Financial Services
Experience
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Dawson James Securities January 2012 - Present
Investors Capital March 2007 - December 2011
Chicago Investment Group April 2005 - March 2007
GunnAllen Financial April 2003 - April 2005
KSH Investment Group December 2001 - April 2003
Skills
Long / Short Equity, Fixed Income, Insurance, Investment Banking, Private Equity
Education
City University of New York-Queens College 1998 — 2000
B.A.
Nassau Community College 1996 — 1998
A.A.
Mary Ann McGuinness, CWS® Mary Ann McGuinness, CWS®'s Investors Capital Experience 2009 - Present
Job Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital 2009 - Present
UBS Financial Services 2000 - 2009
Paine Webber Financial Services 1991 - 2000
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Equities
Education
Pace University - Lubin School of Business
BBA, Marketing major
Investors Capital 2009 - Present
UBS Financial Services 2000 - 2009
Paine Webber Financial Services 1991 - 2000
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Equities
Education
Pace University - Lubin School of Business
BBA, Marketing major
Ben Indiviglia Ben Indiviglia's Investors Capital Experience July 2006 - May 2013
Job Licensed Real Estate Sales Person 15163536549
Industry Real Estate
Experience
Charles Rutenberg Realty Inc. March 2012 - Present
American Debt Advisors June 2014 - Present
National Securities Corporation May 2013 - August 2014
Modco, Inc. October 2008 - June 2014
Investors Capital July 2006 - May 2013
Fresh Start Properties,LLC August 2010 - March 2012
Preferred Empire Mortgage Company March 2002 - June 2006
Citibank March 2000 - March 2002
Qualiflyer Customer Care Center 1998 - 2001
Astoria Federal Savings September 1991 - September 1998
Skills
Negotiation, Real Estate, Short Sales, Foreclosures, Finance, Mortgage Lending, Loans, Management, Investments, Customer Service, Residential Homes, Loan Origination, Mortgage Banking, FHA, Sellers
Education
Hofstra University 1994 — 1997
Bachelors, Business Administration
Wantagh High School 1988 — 1991
Charles Rutenberg Realty Inc. March 2012 - Present
American Debt Advisors June 2014 - Present
National Securities Corporation May 2013 - August 2014
Modco, Inc. October 2008 - June 2014
Investors Capital July 2006 - May 2013
Fresh Start Properties,LLC August 2010 - March 2012
Preferred Empire Mortgage Company March 2002 - June 2006
Citibank March 2000 - March 2002
Qualiflyer Customer Care Center 1998 - 2001
Astoria Federal Savings September 1991 - September 1998
Skills
Negotiation, Real Estate, Short Sales, Foreclosures, Finance, Mortgage Lending, Loans, Management, Investments, Customer Service, Residential Homes, Loan Origination, Mortgage Banking, FHA, Sellers
Education
Hofstra University 1994 — 1997
Bachelors, Business Administration
Wantagh High School 1988 — 1991
David Chwalek David Chwalek's Investors Capital Experience January 2001 - Present
Job Senes & Chwalek Financial Advisors
Industry Financial Services
Experience
Senes & Chwalek Financial Advisors February 2011 - Present
Investors Capital January 2001 - Present
Capital Retirement Strategies, Inc. December 2004 - February 2011
BNI March 2002 - December 2007
Select Financial Services September 1995 - January 2001
Prudential Insurance Co. of America July 1991 - September 1995
Education
Boston College 1987 — 1991
B.A., Economics
Institute for Divorce Financial Analysts 2004 — 2005
CDFA
College for Financial Planning 2005 — 2006
Certified Retirement Plans Specialist
Senes & Chwalek Financial Advisors February 2011 - Present
Investors Capital January 2001 - Present
Capital Retirement Strategies, Inc. December 2004 - February 2011
BNI March 2002 - December 2007
Select Financial Services September 1995 - January 2001
Prudential Insurance Co. of America July 1991 - September 1995
Education
Boston College 1987 — 1991
B.A., Economics
Institute for Divorce Financial Analysts 2004 — 2005
CDFA
College for Financial Planning 2005 — 2006
Certified Retirement Plans Specialist
Doug Preveza Doug Preveza's Investors Capital Experience February 1997 - May 2000
Job Compliance Specialist
Industry Financial Services
Experience
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Infinex Finanacial Group May 2012 - Present
FINRA May 2006 - May 2012
South Shore Mental Health April 2005 - May 2012
FINRA (formerly NASD) May 2004 - November 2010
Fidelity Investments May 2000 - October 2003
Investors Capital February 1997 - May 2000
State Street Bank February 1996 - February 1997
Dean Witter September 1995 - February 1996
Skills
Customer Relations, Problem Solving, Customer Service, Teaching, Auditing, Compliance, Team Leadership, Managerial, Trading
Education
Boston University
MBA
Bryant University 1991 — 1995
B.S., Finance
Elizabeth Lebron's Investors Capital Experience August 2005 - October 2008
Job Student at Southern New Hampshire University
Industry Telecommunications
Experience
T-Mobile August 2015 - Present
Microsoft August 2013 - July 2015
Hair Cuttery ® April 2011 - August 2013
SUPERCUTS May 2009 - April 2011
Investors Capital August 2005 - October 2008
Skills
Customer Service, Time Management, Data Entry, Process Improvement, CRM, SAP, Operations Management, Inventory Management, Project Management, Program Management, Leadership, Training, Sales, Teamwork, Troubleshooting, Retail, Software Documentation, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Problem Solving
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Business Administration (BBA), Project Management and Operations, 3.25
University of Massachusetts Lowell 2001 — 2004
Bachelor of Arts (B.A.), English Literature, 2.9
T-Mobile August 2015 - Present
Microsoft August 2013 - July 2015
Hair Cuttery ® April 2011 - August 2013
SUPERCUTS May 2009 - April 2011
Investors Capital August 2005 - October 2008
Skills
Customer Service, Time Management, Data Entry, Process Improvement, CRM, SAP, Operations Management, Inventory Management, Project Management, Program Management, Leadership, Training, Sales, Teamwork, Troubleshooting, Retail, Software Documentation, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Problem Solving
Education
Southern New Hampshire University 2014 — 2018
Bachelor of Business Administration (BBA), Project Management and Operations, 3.25
University of Massachusetts Lowell 2001 — 2004
Bachelor of Arts (B.A.), English Literature, 2.9
Ben Benigno Ben Benigno's Investors Capital Experience November 2013 - June 2014
Job CDWG Account Manager
Industry Information Technology and Services
Experience
CDW-G June 2014 - Present
Pearls Cleaning Service January 2007 - Present
Investors Capital November 2013 - June 2014
Skills
Microsoft Office, PowerPoint, Public Speaking
Education
Assumption College 2013 — 2015
Master of Business Administration (M.B.A.), Business Management
University of Tampa 2010 — 2012
Bachelor of Science (BS), Business Management
Franklin Pierce University 2008 — 2010
Bachelor's degree, Business Management
CDW-G June 2014 - Present
Pearls Cleaning Service January 2007 - Present
Investors Capital November 2013 - June 2014
Skills
Microsoft Office, PowerPoint, Public Speaking
Education
Assumption College 2013 — 2015
Master of Business Administration (M.B.A.), Business Management
University of Tampa 2010 — 2012
Bachelor of Science (BS), Business Management
Franklin Pierce University 2008 — 2010
Bachelor's degree, Business Management
Shaik Siddiqui's Investors Capital Experience May 2011 - August 2011
Job CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2015 - Present
Escada US Subco LLC June 2013 - August 2013
J.Crew November 2012 - May 2013
American Red Cross October 2012 - November 2012
Hudson Valley Federal Credit Union October 2011 - August 2012
Investors Capital May 2011 - August 2011
TJ Maxx November 2010 - May 2011
Future Business Leaders of America (FBLA) September 2009 - June 2010
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Access, Bloomberg, Outlook, Multilingual, Highly detail oriented, Automotive, Analytics, Organization, Adaptability, Team Leadership, Training, Account Reconciliation, Facebook, Leadership, Sales, Forecasting, Teamwork, Social Media, Public Speaking
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor's Degree, Finance
SUNY Dutchess 2010 — 2012
Business Administration Transfer Program
CRT Capital Group April 2015 - Present
Escada US Subco LLC June 2013 - August 2013
J.Crew November 2012 - May 2013
American Red Cross October 2012 - November 2012
Hudson Valley Federal Credit Union October 2011 - August 2012
Investors Capital May 2011 - August 2011
TJ Maxx November 2010 - May 2011
Future Business Leaders of America (FBLA) September 2009 - June 2010
Skills
Time Management, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Customer Service, Access, Bloomberg, Outlook, Multilingual, Highly detail oriented, Automotive, Analytics, Organization, Adaptability, Team Leadership, Training, Account Reconciliation, Facebook, Leadership, Sales, Forecasting, Teamwork, Social Media, Public Speaking
Education
Pace University - Lubin School of Business 2012 — 2014
Bachelor's Degree, Finance
SUNY Dutchess 2010 — 2012
Business Administration Transfer Program
Ariel Youssefzadeh Ariel Youssefzadeh's Investors Capital Experience June 2012 - August 2012
Job Admissions Marketer at The Grand Healthcare System
Industry Financial Services
Experience
The Grand Healthcare System June 2015 - Present
Blackstone Properties January 2015 - May 2015
ADP September 2013 - December 2014
OnGuard March 2011 - January 2013
Investors Capital June 2012 - August 2012
Law Offices of Cohn & Roth June 2008 - September 2010
Vector Marketing June 2009 - January 2010
Incorporated Village of East Hills June 2006 - January 2008
Skills
Management, Public Speaking, Sales, PowerPoint, Marketing, Microsoft Office, Nonprofits, Program Management, Event Planning, Fundraising, Leadership, Customer Service, Research, Social Media, Microsoft Excel, Time Management, Microsoft Word, Social Media Marketing, Community Outreach, Team Leadership, Public Relations, Social Networking, Teamwork, English, Editing, Non-profits, Hebrew, Access, Farsi, Persian, Analysis, Volunteer Management, Teaching, Event Management, Facebook, Data Analysis, Program Development, Entrepreneurship, Training, Leadership Development, Outlook, Salesforce.com, Strategic Planning, Market Research, Marketing Strategy, Team Building, Administration, Project Management, Payroll, Recruiting
Education
Yeshiva University 2009 — 2013
Bachelor's degree, International Business
Reishit in Jerusalem, Israel 2008 — 2009
Study Abroad
Saint Joseph's College
NHA Expected 2016, Health Care Administration
The Grand Healthcare System June 2015 - Present
Blackstone Properties January 2015 - May 2015
ADP September 2013 - December 2014
OnGuard March 2011 - January 2013
Investors Capital June 2012 - August 2012
Law Offices of Cohn & Roth June 2008 - September 2010
Vector Marketing June 2009 - January 2010
Incorporated Village of East Hills June 2006 - January 2008
Skills
Management, Public Speaking, Sales, PowerPoint, Marketing, Microsoft Office, Nonprofits, Program Management, Event Planning, Fundraising, Leadership, Customer Service, Research, Social Media, Microsoft Excel, Time Management, Microsoft Word, Social Media Marketing, Community Outreach, Team Leadership, Public Relations, Social Networking, Teamwork, English, Editing, Non-profits, Hebrew, Access, Farsi, Persian, Analysis, Volunteer Management, Teaching, Event Management, Facebook, Data Analysis, Program Development, Entrepreneurship, Training, Leadership Development, Outlook, Salesforce.com, Strategic Planning, Market Research, Marketing Strategy, Team Building, Administration, Project Management, Payroll, Recruiting
Education
Yeshiva University 2009 — 2013
Bachelor's degree, International Business
Reishit in Jerusalem, Israel 2008 — 2009
Study Abroad
Saint Joseph's College
NHA Expected 2016, Health Care Administration
Richard Lamb Richard Lamb's Investors Capital Experience 1998 - 2007
Job CEO Harborside Financial & Richard Lamb Insurance
Industry Financial Services
Experience
Hingham Lions Club 1978 - Present
Harborside Financial & Richard Lamb Insurance August 1985 - Present
Certified Senior Advisors 1998 - Present
Investors Capital 1998 - 2007
Investors Capitial Corperation 1999 - 2006
New England Advisory Group 1998 - 1999
John Hancock Insurance 1978 - 1984
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Finance, Small Business, Life Insurance, Financial Advisory, Financial Services, Series 7, Retirement Planning, Financial Planners, IRAs, Long Term Care Insurance, Wealth Management, Retirement, Term Life Insurance, Training, Sales, Investment Strategies, Trusts, Long-term Care, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Risk Management, Asset Management, Certified College..., FAFSA Student Financial..., College Admissions, College Financial Aid, College Financial Aid..., Financial Planning
Education
Commercial Investment Real Estate Institute ( CCIM ) 1995 — 2001
CCIM, commercial investment management
Northeastern University 1977 — 1978
Business Administration, Management and Operations
Hingham High School 1975 — 1977
St John's Seminary 1982 — 1983
Master Teacher Youth Ministries, Youth Ministries
Derby Academy 1965 — 1969
Hingham Lions Club 1978 - Present
Harborside Financial & Richard Lamb Insurance August 1985 - Present
Certified Senior Advisors 1998 - Present
Investors Capital 1998 - 2007
Investors Capitial Corperation 1999 - 2006
New England Advisory Group 1998 - 1999
John Hancock Insurance 1978 - 1984
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Finance, Small Business, Life Insurance, Financial Advisory, Financial Services, Series 7, Retirement Planning, Financial Planners, IRAs, Long Term Care Insurance, Wealth Management, Retirement, Term Life Insurance, Training, Sales, Investment Strategies, Trusts, Long-term Care, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Risk Management, Asset Management, Certified College..., FAFSA Student Financial..., College Admissions, College Financial Aid, College Financial Aid..., Financial Planning
Education
Commercial Investment Real Estate Institute ( CCIM ) 1995 — 2001
CCIM, commercial investment management
Northeastern University 1977 — 1978
Business Administration, Management and Operations
Hingham High School 1975 — 1977
St John's Seminary 1982 — 1983
Master Teacher Youth Ministries, Youth Ministries
Derby Academy 1965 — 1969
Bryan Mills's Investors Capital Experience 2007 - Present
Job Financial Consultant & Registered Principal with Investors Capital
Industry Financial Services
Experience
Investors Capital 2007 - Present
Source Capital Group 2000 - 2006
Skills
Innovator, Collaborator, Wealth Management, Asset Allocation, Financial Services, Series 7, Retirement, Financial Analysis, Estate Planning, Variable Annuities, ETFs, Financial Technology, Due Diligence, Long-term Care, 401k, Term Life Insurance, Financial Planners, Life Insurance, Banking, Relationship Management, Trading, Finance, Financial Modeling, Health Insurance, Journalism, IRAs, Disability Insurance, Wealth, Marketing
Education
New York University
Business & Psych
Investors Capital 2007 - Present
Source Capital Group 2000 - 2006
Skills
Innovator, Collaborator, Wealth Management, Asset Allocation, Financial Services, Series 7, Retirement, Financial Analysis, Estate Planning, Variable Annuities, ETFs, Financial Technology, Due Diligence, Long-term Care, 401k, Term Life Insurance, Financial Planners, Life Insurance, Banking, Relationship Management, Trading, Finance, Financial Modeling, Health Insurance, Journalism, IRAs, Disability Insurance, Wealth, Marketing
Education
New York University
Business & Psych
Andy Effron's Investors Capital Experience 2005 - 2009
Job Senior Corporate Recruiter at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Sun Life Financial April 2013 - Present
Liberty Mutual Insurance November 2012 - April 2013
State Street Global Advisors August 2011 - November 2012
Fidelity Investments 2010 - 2011
Ameriprise Financial Services, Inc. March 2009 - November 2009
Investors Capital 2005 - 2009
FundQuest 2002 - 2004
AccountPros 1996 - 2002
Skills
Financial Services, Investments, Recruiting, Executive Search, Broker-Dealer, Wholesale, Mutual Funds, Talent Acquisition, Fixed Income, Wealth Management, Relationship Management, Applicant Tracking..., College Recruiting, RIA, Asset Managment, Technical Recruiting, Securities, Asset Management, Insurance, Retirement, CRM, Human Resources, Onboarding, Screening, Internet Recruiting, Sourcing
Education
Bryant University 1990 — 1994
Finance, Investments
Heather Zack Heather Zack's Investors Capital Experience June 2006 - March 2008
Job Advanced Planning Consultant at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
Commonwealth Financial Network January 2014 - Present
Commonwealth Financial Network October 2012 - April 2014
Commonwealth Financial Network June 2011 - October 2012
Merrill Lynch November 2009 - June 2011
Banc of America Investment Services January 2008 - November 2009
Investors Capital June 2006 - March 2008
Retirement Plan Resources September 2005 - May 2006
Skills
Series 7, Mutual Funds, Securities, Investments, Series 63, Alternative Investments, Legal Research, Trading, Legal Writing, Fixed Income, FINRA, Retirement, Equity Trading, Options, FBSI, Series 9, Series 10, Microsoft Excel, SharePoint, Finance
Education
Boston University School of Law 2015 — 2017
Master of Laws (LLM), Taxation
University of San Diego School of Law 2011 — 2015
Juris Doctor, Business and Corporate Law
Endicott College 2003 — 2007
Bachelor of Science, Business Management
Marco Capaldi's Investors Capital Experience September 2003 - August 2010
Job Actively Seeking Financial Services Position
Industry Financial Services
Experience
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
C. P. Corp January 2012 - Present
Investors Capital September 2003 - August 2010
Royal Bank of Scotland June 2000 - June 2002
Janney Montgomery Scott July 1999 - May 2000
Amica April 1998 - June 1999
Bank of Boston April 1997 - May 1998
John Hancock March 1996 - July 1997
Skills
Investments, Equities, Portfolio Management, Asset Management, Financial Planning, Corporate Finance, Wealth Management, New Business Development, Strategic Planning, Financial Analysis, Series 7, Research, Investment Banking, Analysis, Asset Managment, Marketing, Strategic Financial..., Insurance, Entrepreneurship, Credit, Strategy, Due Diligence, Banking, Fixed Income, Finance, Loans, Financial Advisory
Education
Roger Williams University 1992 — 1996
B.S., Business Administration, Finance
LaSalle Academy 1988 — 1992
H.S.
Soham Awon's Investors Capital Experience July 2011 - August 2011
Job Financial Analyst at Hurlow Wealth Management, Inc.
Industry Investment Banking
Experience
Hurlow Wealth Management, Inc. October 2014 - Present
ModjoLife India 2013 - Present
Bounce Music Festival September 2011 - December 2013
Marcus & Millichap June 2012 - August 2012
Investors Capital July 2011 - August 2011
SearchTROOP July 2010 - August 2010
Skills
Bloomberg Terminal, Valuation, Financial Modeling, Research, Microsoft Excel, Zephyr Style Advisor, Management, Strategic Planning, Microsoft Access, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Finance, Budgets, Investments, Corporate Finance
Education
Indiana University - Kelley School of Business 2010 — 2015
Bachelor's Degree, Finance, General
Hurlow Wealth Management, Inc. October 2014 - Present
ModjoLife India 2013 - Present
Bounce Music Festival September 2011 - December 2013
Marcus & Millichap June 2012 - August 2012
Investors Capital July 2011 - August 2011
SearchTROOP July 2010 - August 2010
Skills
Bloomberg Terminal, Valuation, Financial Modeling, Research, Microsoft Excel, Zephyr Style Advisor, Management, Strategic Planning, Microsoft Access, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Analysis, Finance, Budgets, Investments, Corporate Finance
Education
Indiana University - Kelley School of Business 2010 — 2015
Bachelor's Degree, Finance, General
Eric Kurtz Eric Kurtz's Investors Capital Experience July 2009 - September 2009
Job Associate at Cliffwater, LLC
Industry Financial Services
Experience
Cliffwater, LLC July 2014 - Present
Cross Shore Capital Managment, LLC December 2011 - July 2014
SUNY Albany Investment Group September 2008 - June 2011
Wells Fargo Advisors July 2010 - September 2010
Investors Capital July 2009 - September 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Alternative Investments, Hedge Funds, Investments, Financial Markets, Mutual Funds, Finance, Equities, Portfolio Management, Analysis, Bloomberg Terminal, Bloomberg, Asset Management, Valuation
Education
State University of New York at Albany 2007 — 2011
Sichuan University 2011 — 2011
Intensive Language Program, Chinese Language
Cliffwater, LLC July 2014 - Present
Cross Shore Capital Managment, LLC December 2011 - July 2014
SUNY Albany Investment Group September 2008 - June 2011
Wells Fargo Advisors July 2010 - September 2010
Investors Capital July 2009 - September 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Equity Research, Alternative Investments, Hedge Funds, Investments, Financial Markets, Mutual Funds, Finance, Equities, Portfolio Management, Analysis, Bloomberg Terminal, Bloomberg, Asset Management, Valuation
Education
State University of New York at Albany 2007 — 2011
Sichuan University 2011 — 2011
Intensive Language Program, Chinese Language
Andrew Wiles's Investors Capital Experience February 2011 - December 2012
Job Account Executive at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2015 - Present
First Republic Bank January 2013 - February 2015
Investors Capital February 2011 - December 2012
Skills
Series 6, 63 & 7, Asset Allocation, Asset Management, Business Strategy, Equities, Financial Analysis, Insurance, Portfolio Management, Series 7
Education
Endicott College 2001 — 2005
Endicott College 2001 — 2005
First Republic Bank February 2015 - Present
First Republic Bank January 2013 - February 2015
Investors Capital February 2011 - December 2012
Skills
Series 6, 63 & 7, Asset Allocation, Asset Management, Business Strategy, Equities, Financial Analysis, Insurance, Portfolio Management, Series 7
Education
Endicott College 2001 — 2005
Endicott College 2001 — 2005
Jessica Fazio Jessica Fazio's Investors Capital Experience 2008 - 2009
Job Exectuive Assistant at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management June 2008 - Present
Investors Capital 2008 - 2009
State Street August 2005 - 2006
Goldman Sachs 2002 - 2004
Skills
Finance, Mutual Funds, PowerPoint, Bloomberg, Budgets, Customer Service, Securities, Financial Services, Microsoft Office, Microsoft Word
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bond University 2004 — 2004
General Studies
Natixis Global Asset Management June 2008 - Present
Investors Capital 2008 - 2009
State Street August 2005 - 2006
Goldman Sachs 2002 - 2004
Skills
Finance, Mutual Funds, PowerPoint, Bloomberg, Budgets, Customer Service, Securities, Financial Services, Microsoft Office, Microsoft Word
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bond University 2004 — 2004
General Studies
Shawn Blyden, MBA Shawn Blyden, MBA's Investors Capital Experience January 2011 - August 2011
Job Financial Analyst at New York City Transit
Industry Government Administration
Experience
New York City Transit March 2014 - Present
New York City Fire Department September 2011 - January 2014
Investors Capital January 2011 - August 2011
Titanic Exhibition May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Internet, Financial Accounting, Finance, Training, Customer Service, Customer Retention, Contract Negotiation, Negotiation, Government Procurement, Government Contracting, Government Agencies, Personal Branding, Personal Finance, Contractual Agreements, Auditing, Management, Project Planning, Accounts Payable, Accounting, Payroll, Budgets
Education
Monroe College 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.85, 3.0
Morgan State University 2006 — 2010
Bachelors of Science, Finance/Accounting
Frederick Douglass Academy 2002 — 2006
Advaned Regents Diploma
New York City Transit March 2014 - Present
New York City Fire Department September 2011 - January 2014
Investors Capital January 2011 - August 2011
Titanic Exhibition May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, PowerPoint, Internet, Financial Accounting, Finance, Training, Customer Service, Customer Retention, Contract Negotiation, Negotiation, Government Procurement, Government Contracting, Government Agencies, Personal Branding, Personal Finance, Contractual Agreements, Auditing, Management, Project Planning, Accounts Payable, Accounting, Payroll, Budgets
Education
Monroe College 2011 — 2013
Master of Business Administration (MBA), Business Administration, Management and Operations, 3.85, 3.0
Morgan State University 2006 — 2010
Bachelors of Science, Finance/Accounting
Frederick Douglass Academy 2002 — 2006
Advaned Regents Diploma
Christopher Leach Christopher Leach's Investors Capital Experience April 2007 - August 2007
Job Assistant Vice President at SMBC Leasing & Finance Inc
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation April 2012 - Present
Sumitomo Mitsui Banking Corporation February 2011 - March 2012
Tiger Group, LLC October 2008 - December 2010
Roger Williams University January 2008 - May 2008
Investors Capital April 2007 - August 2007
Skills
Credit Analysis, Financial Modeling, Valuation, Corporate Finance, Banking, Leveraged Finance, Portfolio Management, Loans, Credit, Commercial Banking, Lotus Notes, Excel, Mergers, Bloomberg, Equities, Investment Banking, High Growth, Microsoft Excel, Restructuring, Mergers & Acquisitions, Personal Style, Asset Based Lending, LBO, Private Equity
Education
Sumitomo Mitsui Banking Corp 2011 — 2011
SMBC / NY Institute of Finance, Credit Analyst Training Program
Roger Williams University 2004 — 2008
B.S., Finance
John Jay High School 2000 — 2004
Sumitomo Mitsui Banking Corporation April 2012 - Present
Sumitomo Mitsui Banking Corporation February 2011 - March 2012
Tiger Group, LLC October 2008 - December 2010
Roger Williams University January 2008 - May 2008
Investors Capital April 2007 - August 2007
Skills
Credit Analysis, Financial Modeling, Valuation, Corporate Finance, Banking, Leveraged Finance, Portfolio Management, Loans, Credit, Commercial Banking, Lotus Notes, Excel, Mergers, Bloomberg, Equities, Investment Banking, High Growth, Microsoft Excel, Restructuring, Mergers & Acquisitions, Personal Style, Asset Based Lending, LBO, Private Equity
Education
Sumitomo Mitsui Banking Corp 2011 — 2011
SMBC / NY Institute of Finance, Credit Analyst Training Program
Roger Williams University 2004 — 2008
B.S., Finance
John Jay High School 2000 — 2004
Mary Jane McCraven Mary Jane McCraven's Investors Capital Experience 1997 - 1999
Job Director Strategic Communications at Schneider Electric
Industry Industrial Automation
Experience
Schneider Electric March 2011 - Present
Schneider Electric May 2009 - March 2011
ThermoCeramix January 2006 - December 2008
EcoFish December 2005 - December 2006
Raytheon September 2002 - November 2005
Vignette 2000 - 2001
DataSage (Prior to Vignette aquisition) 1999 - 2000
Investors Capital 1997 - 1999
MJM Communications 1986 - 1997
Computervision Corporation 1981 - 1986
Skills
Capital Raising, Marketing, Marketing Strategy, Marketing Communications, Content Marketing, Product Marketing, Multi-cultural Team..., Project Team Management, Multi-site Team..., Corporate Communications, Communications Planning, Internal Communications, Product Launch Events, Corporate Events, Corporate Branding, Cross Functional Team..., New Business Development, IPO planning, Lean Startup, Start-up Environment, Early-stage Startups, Business Development, Management, Competitive Analysis, Start-ups, Public Relations, Program Management, Strategy, Strategic Communications, Integrated Marketing, Product Development, Product Management, Technology Integration, Integrated Marketing..., CRM, Market Research, Project Management, Strategic Partnerships, International Project..., Leadership, Solutions Marketing, Cross-functional Team..., Business Strategy, Strategic Planning, Online Marketing, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2014
Essentials for Management 'Mini-MBA' for Leadership Development
Simmons College - Simmons School of Management 1995 — 1998
M.S.
Salem State University
B.A.
Farleigh Dickenson University Affiliate
Endicott College
A.A.
Schneider Electric March 2011 - Present
Schneider Electric May 2009 - March 2011
ThermoCeramix January 2006 - December 2008
EcoFish December 2005 - December 2006
Raytheon September 2002 - November 2005
Vignette 2000 - 2001
DataSage (Prior to Vignette aquisition) 1999 - 2000
Investors Capital 1997 - 1999
MJM Communications 1986 - 1997
Computervision Corporation 1981 - 1986
Skills
Capital Raising, Marketing, Marketing Strategy, Marketing Communications, Content Marketing, Product Marketing, Multi-cultural Team..., Project Team Management, Multi-site Team..., Corporate Communications, Communications Planning, Internal Communications, Product Launch Events, Corporate Events, Corporate Branding, Cross Functional Team..., New Business Development, IPO planning, Lean Startup, Start-up Environment, Early-stage Startups, Business Development, Management, Competitive Analysis, Start-ups, Public Relations, Program Management, Strategy, Strategic Communications, Integrated Marketing, Product Development, Product Management, Technology Integration, Integrated Marketing..., CRM, Market Research, Project Management, Strategic Partnerships, International Project..., Leadership, Solutions Marketing, Cross-functional Team..., Business Strategy, Strategic Planning, Online Marketing, Integration
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2014
Essentials for Management 'Mini-MBA' for Leadership Development
Simmons College - Simmons School of Management 1995 — 1998
M.S.
Salem State University
B.A.
Farleigh Dickenson University Affiliate
Endicott College
A.A.
Alexander Hage-Boutros Alexander Hage-Boutros's Investors Capital Experience January 2009 - March 2009
Job Founder/President at Ethik Clothing Co
Industry Apparel & Fashion
Experience
Ethik Clothing Co December 2010 - Present
AHA LLC January 2006 - Present
New York Life Insurance Company June 2010 - August 2010
Investors Capital January 2009 - March 2009
Skills
Social Media Marketing, Social Skills, Direct Marketing, Digital Marketing, Creative Management, Email Marketing, Product Marketing, Strategic Communications, Social Media, Integrated Marketing, Graphic Design, Market Research
Education
Pace University 2008 — 2012
Bachelors, Finance
Wilton High School 2004 — 2008
Ethik Clothing Co December 2010 - Present
AHA LLC January 2006 - Present
New York Life Insurance Company June 2010 - August 2010
Investors Capital January 2009 - March 2009
Skills
Social Media Marketing, Social Skills, Direct Marketing, Digital Marketing, Creative Management, Email Marketing, Product Marketing, Strategic Communications, Social Media, Integrated Marketing, Graphic Design, Market Research
Education
Pace University 2008 — 2012
Bachelors, Finance
Wilton High School 2004 — 2008
Grant Marston's Investors Capital Experience December 2013 - May 2015
Job Inside Sales at FRT Financial Recovery Technologies
Industry Financial Services
Experience
Financial Recovery Technologies May 2015 - Present
Laxachusetts December 2010 - Present
Investors Capital December 2013 - May 2015
Detwiler Fenton May 2013 - December 2013
Cantella May 2011 - August 2012
Winslow, Evans & Crocker May 2008 - August 2009
Skills
PowerPoint, Research, Microsoft Excel, Marketing, Trading, Sales Prospecting, Stocks, Actimize, FBSI, NetX360, Streetscape, IPREO, Salesforce.com
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Duxbury High School 2005 — 2008
Financial Recovery Technologies May 2015 - Present
Laxachusetts December 2010 - Present
Investors Capital December 2013 - May 2015
Detwiler Fenton May 2013 - December 2013
Cantella May 2011 - August 2012
Winslow, Evans & Crocker May 2008 - August 2009
Skills
PowerPoint, Research, Microsoft Excel, Marketing, Trading, Sales Prospecting, Stocks, Actimize, FBSI, NetX360, Streetscape, IPREO, Salesforce.com
Education
Quinnipiac University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Duxbury High School 2005 — 2008
Philipnary Thuyamany's Investors Capital Experience December 2012 - January 2013
Job Corporate Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
MetLife November 2013 - May 2014
JPMorgan Chase January 2013 - October 2013
JPMorgan Chase June 2013 - August 2013
Stony Brook University June 2010 - May 2013
Investors Capital December 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Stony Brook University January 2012 - May 2012
Stony Brook University January 2011 - May 2011
Skills
Financial Analysis, Financial Accounting, Information Technology, Quantitative Analytics, Polymer Chemistry, Polymer Characterization, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Microsoft SQL Server, Research, Analysis, Access, Mathematica, Web Design, Management, Video Editing, Financial Modeling, SPSS, Economics, SAS, VBA, Data Analysis
Education
General Assembly 2015 — 2015
Product Management
Stony Brook University 2013 — 2014
Master of Business Administration (MBA), Finance
Stony Brook University 2009 — 2013
Bachelor of Science (B.S.), Pharmacology
JPMorgan Chase July 2014 - Present
MetLife November 2013 - May 2014
JPMorgan Chase January 2013 - October 2013
JPMorgan Chase June 2013 - August 2013
Stony Brook University June 2010 - May 2013
Investors Capital December 2012 - January 2013
RBC Capital Markets June 2012 - August 2012
Stony Brook University January 2012 - May 2012
Stony Brook University January 2011 - May 2011
Skills
Financial Analysis, Financial Accounting, Information Technology, Quantitative Analytics, Polymer Chemistry, Polymer Characterization, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Microsoft SQL Server, Research, Analysis, Access, Mathematica, Web Design, Management, Video Editing, Financial Modeling, SPSS, Economics, SAS, VBA, Data Analysis
Education
General Assembly 2015 — 2015
Product Management
Stony Brook University 2013 — 2014
Master of Business Administration (MBA), Finance
Stony Brook University 2009 — 2013
Bachelor of Science (B.S.), Pharmacology
Bruce Lenwood Moody Bruce Lenwood Moody's Investors Capital Experience 2006 - 2012
Job Investment Consultant, Adjunct Professor of Philosophy & Author
Industry Investment Management
Experience
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
PARIS PIEDMONT LLC January 2010 - Present
BRUCE LM & ASSOCIATES LLC January 2000 - Present
ING Financial Partners November 2012 - October 2013
Brown Mackie College 2011 - January 2013
Investors Capital 2006 - 2012
Harbor Financial Services 2004 - 2006
American Wealth Management clearing with Raymond James 2000 - 2004
UBS PaineWebber 1986 - 2000
Skills
Strategic Planning, Business Strategy, Entrepreneur, Venture Capital, Strategy Development, Strategic Consulting, Private Equity, Investments, Risk Management, Public Speaking, Conflict Resolution, Mentoring, Coaching, Writing, Web Design, Instructional Design, Curriculum Design, Strategy, Entrepreneurship, Management, Marketing, Training, Analysis, Economics, Negotiation, Leadership Development, New Business Development, Trading, Start-ups, Team Building, Leadership, Management Consulting, Equities, Fundraising, Teaching, Research, Social Networking
Education
Bob Jones University 1984 — 1985
Master of Arts (MA), Foreign Languages and Literatures, General, Magna cum laude honors
Baptist University of America, Atlanta 1980 — 1984
Bachelors of Arts with Magna Cum Laude honors, 1984. Theology & Phi, Theology/Philosophical Studies, Magna Cum Laude honors
HEC Montréal
EMBA, Risk, studies
roque sosa diaz roque sosa diaz's Investors Capital Experience January 2013 - Present
Job Stock Broker at Olympia Capital Markets Group
Industry Financial Services
Experience
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
Olympia Capital Markets Group March 2013 - Present
Investors Capital January 2013 - Present
John Thomas Financial 2012 - 2012
New York Life Insurance Company August 2011 - December 2011
Anne Seggerman January 2010 - December 2011
Skills
Hold Series 7, Series 63, Life & Health Insurance..., CFA candidate
Education
Sacred Heart University 2006 — 2010
Bio-Premed
Richard Biagiotti MBA, CFP®, CLTC's Investors Capital Experience 2003 - Present
Job President at Personal Financial Management Plus, Inc. 800 2876277
Industry Financial Services
Experience
Lynn Retirees Organizatiom 2010 - Present
MACRS Mass Assoc Contributory Retirement Systems June 2007 - Present
Investors Capital 2003 - Present
City of Lynn Retirement Board June 2001 - Present
Personal Financial Management Plus, Inc June 1985 - Present
Innovative Business Networking 2009 - December 2013
Professional Firefighters of Massachusetts City of Lynn 1978 - 2009
Brewster Securities 1987 - 2003
Skills
Finance, Securities, Financial Services, Financial Advisory, Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Asset Management, Series 63, Estate Planning, Insurance, Series 7, Strategic Planning, Portfolio Management, Management, Public Speaking, Asset Allocation, Alternative Investments, Leadership, Investment Advisory, Investment Strategies, Small Business, Life Insurance, Customer Service, Nonprofits, Marketing, Risk Management, 401k, Investment Management, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Business
North Shore Community College
Associates, Fire Science Technology
Northeastern University
BS, Math/Education
Saint John's Prep
Lynn Retirees Organizatiom 2010 - Present
MACRS Mass Assoc Contributory Retirement Systems June 2007 - Present
Investors Capital 2003 - Present
City of Lynn Retirement Board June 2001 - Present
Personal Financial Management Plus, Inc June 1985 - Present
Innovative Business Networking 2009 - December 2013
Professional Firefighters of Massachusetts City of Lynn 1978 - 2009
Brewster Securities 1987 - 2003
Skills
Finance, Securities, Financial Services, Financial Advisory, Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Fixed Annuities, Wealth Management, Asset Management, Series 63, Estate Planning, Insurance, Series 7, Strategic Planning, Portfolio Management, Management, Public Speaking, Asset Allocation, Alternative Investments, Leadership, Investment Advisory, Investment Strategies, Small Business, Life Insurance, Customer Service, Nonprofits, Marketing, Risk Management, 401k, Investment Management, Entrepreneurship
Education
Suffolk University - Sawyer School of Management
MBA, Business
North Shore Community College
Associates, Fire Science Technology
Northeastern University
BS, Math/Education
Saint John's Prep
Samuel Quoos's Investors Capital Experience September 2013 - Present
Job Operations Associate at Investors Capital
Industry Financial Services
Experience
Investors Capital September 2013 - Present
Umass Amherst Annual Fund June 2012 - May 2013
Umass Amherst January 2012 - May 2012
EPOCH Senior Living October 2007 - January 2010
Skills
Microsoft Excel, R, Mathematica, AutoCAD, SmartCall, Communication
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Major - Finance ; Minor - Mathematics, Cumulative GPA 3.52
Investors Capital September 2013 - Present
Umass Amherst Annual Fund June 2012 - May 2013
Umass Amherst January 2012 - May 2012
EPOCH Senior Living October 2007 - January 2010
Skills
Microsoft Excel, R, Mathematica, AutoCAD, SmartCall, Communication
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Major - Finance ; Minor - Mathematics, Cumulative GPA 3.52
Anthony Constantine Anthony Constantine's Investors Capital Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
Value Line September 2015 - Present
Value Line October 2014 - September 2015
Cintas Document Management June 2013 - October 2014
New England Student Services March 2013 - May 2013
Investors Capital June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, English, Management, Teamwork, Team Leadership, Finance, Sales, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Value Line September 2015 - Present
Value Line October 2014 - September 2015
Cintas Document Management June 2013 - October 2014
New England Student Services March 2013 - May 2013
Investors Capital June 2012 - August 2012
Skills
Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, English, Management, Teamwork, Team Leadership, Finance, Sales, Time Management
Education
Bryant University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Lucas Ferster Lucas Ferster's Investors Capital Experience 2008 - 2012
Job Wealth Advisor Associate at BMO Harris Private Bank
Industry Financial Services
Experience
BMO Harris Private Banking August 2014 - Present
Northwestern Mutual October 2013 - June 2014
Cantella & Co. March 2012 - August 2013
Investors Capital 2008 - 2012
Skills
FINRA, Mutual Funds, Securities, Investments, Wealth Management, Asset Management, Portfolio Management, Financial Analysis, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Microsoft Office, Investment Advisory, Equities, Asset Allocation
Education
Juniata College 2004 — 2008
Bachelor's degree, Business Management
BMO Harris Private Banking August 2014 - Present
Northwestern Mutual October 2013 - June 2014
Cantella & Co. March 2012 - August 2013
Investors Capital 2008 - 2012
Skills
FINRA, Mutual Funds, Securities, Investments, Wealth Management, Asset Management, Portfolio Management, Financial Analysis, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Microsoft Office, Investment Advisory, Equities, Asset Allocation
Education
Juniata College 2004 — 2008
Bachelor's degree, Business Management
Chris Spinello's Investors Capital Experience March 2010 - January 2011
Job Senior Consultant at Deloitte Consulting
Industry Information Technology and Services
Experience
Deloitte Consulting August 2011 - Present
Investors Capital March 2010 - January 2011
The Savings Bank - TSB May 2007 - March 2010
Skills
Java, SDLC, Microsoft Office, JavaScript, Visual Basic, UML, Project Management, RAD, Access, SQL, Microsoft Excel, Data Analysis, Visio, Business Process Design, Business Analysis, Oracle, Risk Management, Requirements Gathering, PowerPoint, Financial Analysis, IT Strategy, Change Management, Business Intelligence, Business Process
Education
Bentley University 2007 — 2011
B.S., Computer Information Systems
St. Johns Preparatory 2003 — 2007
Deloitte Consulting August 2011 - Present
Investors Capital March 2010 - January 2011
The Savings Bank - TSB May 2007 - March 2010
Skills
Java, SDLC, Microsoft Office, JavaScript, Visual Basic, UML, Project Management, RAD, Access, SQL, Microsoft Excel, Data Analysis, Visio, Business Process Design, Business Analysis, Oracle, Risk Management, Requirements Gathering, PowerPoint, Financial Analysis, IT Strategy, Change Management, Business Intelligence, Business Process
Education
Bentley University 2007 — 2011
B.S., Computer Information Systems
St. Johns Preparatory 2003 — 2007
Robert Clower Robert Clower's Investors Capital Experience January 2001 - January 2011
Job President & CEO Clower Wealth Management.
Industry Financial Services
Experience
Clower Wealth Management January 2011 - Present
ValMark Advisers, Inc. January 2011 - Present
ValMark Securities 2011 - Present
Investors Capital January 2001 - January 2011
Investors Capital Advisery Services January 2001 - January 2011
Equity Services, Inc. January 1998 - January 2001
Sun Investment Services January 1990 - January 1998
Skills
Insurance, Retirement, Securities, Investments, Financial Services, Series 7, Retirement Planning, FINRA, Wealth Management, Estate Planning
Education
St. Lawrence University 1983 — 1987
Bachelor of Arts, Economics
Clower Wealth Management January 2011 - Present
ValMark Advisers, Inc. January 2011 - Present
ValMark Securities 2011 - Present
Investors Capital January 2001 - January 2011
Investors Capital Advisery Services January 2001 - January 2011
Equity Services, Inc. January 1998 - January 2001
Sun Investment Services January 1990 - January 1998
Skills
Insurance, Retirement, Securities, Investments, Financial Services, Series 7, Retirement Planning, FINRA, Wealth Management, Estate Planning
Education
St. Lawrence University 1983 — 1987
Bachelor of Arts, Economics
Steven DeCoite Steven DeCoite's Investors Capital Experience May 2010 - August 2010
Job Staff Accountant at Kuiken Brothers Co.
Industry Financial Services
Experience
Kuiken Brothers Co, October 2014 - Present
Crystal Springs Resort January 2012 - October 2014
Investors Capital May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Investments, PowerPoint, Access, Accounting, Analysis, Auditing, Budgets, Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor's of Science, Finance
Kuiken Brothers Co, October 2014 - Present
Crystal Springs Resort January 2012 - October 2014
Investors Capital May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Investments, PowerPoint, Access, Accounting, Analysis, Auditing, Budgets, Finance, Financial Reporting
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor's of Science, Finance
Leslie Soufis Leslie Soufis's Investors Capital Experience COO/CFOWhozNext.BizJanuary 2007 - Present
Job COO/CFO at WhozNext.Biz
Industry Music
Experience
Investors Capital COO/CFOWhozNext.BizJanuary 2007 - Present
Education
National University 2008 — 2010
Master, Human Behavior
Palm Beach Atlantic University
Investors Capital COO/CFOWhozNext.BizJanuary 2007 - Present
Education
National University 2008 — 2010
Master, Human Behavior
Palm Beach Atlantic University
Robert Foney's Investors Capital Experience March 2014 - Present
Job Chief Recruiting Officer & VP, Practice Mgmt./Bus. Development at Investors Capital
Industry Financial Services
Experience
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
Investors Capital March 2014 - Present
Investors Capital February 2007 - September 2014
Microdesk 2005 - 2007
Commonwealth Financial Network 2000 - 2005
John Hancock Funds September 1999 - September 2000
Scudder Kemper Investments 1998 - 1999
Putnam Investments 1990 - 1990
Skills
Marketing, Corporate Communications, Marketing Strategy, Strategic Planning, Marketing Communications, Email Marketing, Sales, Direct Marketing, Social Media, Public Speaking, Leadership, Social Media Marketing, Product Marketing, Account Management, CRM, Strategic Financial..., Investments, Mutual Funds, Consulting, New Business Development, Salesforce.com, Market Research, Online Marketing, Press Releases, Strategic Partnerships, Relationship Management, Thought Leadership, Financial Services, Business Development, Project Management, Business Planning, Series 7, Business Strategy, Social Networking, Integrated Marketing, SEO, Marketing Management, Advertising, Entrepreneurship, Lead Generation, Wealth Management, Online Advertising, Management, Strategy, Start-ups, Alternative Investments, Series 63, Investment Advisory, Public Relations
Education
Boston University 1983 — 1987
Biomedical Engineering
Hawken School
Alan (Alan Campbell) McIntyre MBA,CRPC.'s Investors Capital Experience April 2012 - June 2013
Job Brokerage Services Rep II at Signator Investors, Inc.
Industry Financial Services
Experience
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Christopher Bonnette Christopher Bonnette's Investors Capital Experience 2010 - 2011
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Merrill Lynch 2011 - 2012
Investors Capital 2010 - 2011
The White House May 2006 - August 2006
U.S. Department of State May 2004 - August 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Securities, Fixed Income, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investments
Education
St. Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Berkshire School 2000 — 2003
High School Diploma
Northwestern Mutual September 2012 - Present
Merrill Lynch 2011 - 2012
Investors Capital 2010 - 2011
The White House May 2006 - August 2006
U.S. Department of State May 2004 - August 2004
Skills
Series 7, Series 63, Life & Health Insurance..., Securities, Fixed Income, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Strategies, Investments
Education
St. Bonaventure University 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Berkshire School 2000 — 2003
High School Diploma
David Harsh's Investors Capital Experience July 2010 - January 2012
Job
Industry Financial Services
Experience
Brunette & Associates LLC November 2013 - Present
Brunette & Associates LLC November 2013 - Present
Andover Investment & Annuity Product Distributors, LLC. April 2012 - July 2013
Investors Capital July 2010 - January 2012
Investors Capital Advisory Services December 2005 - January 2012
Investors Capital August 2003 - December 2005
Investors Capital Advisory Services June 2001 - August 2003
Education
Butler University - College of Business Administration 1996 — 2000
BS, International Business Management
Volgograd State University 1998 — 1998
Study Abroad Program Certificate, General Studies
Brunette & Associates LLC November 2013 - Present
Brunette & Associates LLC November 2013 - Present
Andover Investment & Annuity Product Distributors, LLC. April 2012 - July 2013
Investors Capital July 2010 - January 2012
Investors Capital Advisory Services December 2005 - January 2012
Investors Capital August 2003 - December 2005
Investors Capital Advisory Services June 2001 - August 2003
Education
Butler University - College of Business Administration 1996 — 2000
BS, International Business Management
Volgograd State University 1998 — 1998
Study Abroad Program Certificate, General Studies
Doug Wallace's Investors Capital Experience August 2006 - June 2012
Job Business Development Director at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Richard Weiss's Investors Capital Experience May 2014 - Present
Job Director, Branch Supervision & AVP, Compliance at Investors Capital
Industry Financial Services
Experience
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Investors Capital May 2014 - Present
Investors Capital June 2010 - May 2014
Investors Capital March 2006 - June 2010
Investors Capital July 2004 - March 2006
OLDE / H&R Block Financial Advisors June 1999 - September 2002
Wedbush Securities 1997 - 1999
First Albany Corporation 1996 - 1997
Tucker Anthony 1993 - 1996
Skills
FINRA, Risk Management, Series 7, Series 24, Arbitration, Litigation
Education
Wharton School, University of Pennsylvania 2010 — 2010
FINRA Institute @ Wharton CRCP
Southern New Hampshire University 1996 — 1996
Business Administration and Management, General
Northeastern University 1988 — 1993
Jeff A. Campbell's Investors Capital Experience July 2005 - Present
Job J. Campbell Financial | Investment Advisor Representative at Investors Capital
Industry Financial Services
Experience
J. Campbell Financial July 2005 - Present
Investors Capital July 2005 - Present
Investors Capital January 2008 - December 2010
Morgan Stanley, Inc. October 2002 - July 2005
Oakley, Inc. / Campbell, Inc. September 1996 - July 2002
Staples October 1994 - August 1996
Luckys 1993 - 1994
Skills
Cross-functional Team..., Strategic Financial..., Investments, Series 7, Asset Managment, Insurance Brokerage, Insurance Risk, Stock Trading, Securities, Asset Management
Education
California State University-Fullerton 1997 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, Finance & Marketing
Irvine Valley Community College 1994 — 1997
AA, Business
Mater Dei high school 1991 — 1994
GED
J. Campbell Financial July 2005 - Present
Investors Capital July 2005 - Present
Investors Capital January 2008 - December 2010
Morgan Stanley, Inc. October 2002 - July 2005
Oakley, Inc. / Campbell, Inc. September 1996 - July 2002
Staples October 1994 - August 1996
Luckys 1993 - 1994
Skills
Cross-functional Team..., Strategic Financial..., Investments, Series 7, Asset Managment, Insurance Brokerage, Insurance Risk, Stock Trading, Securities, Asset Management
Education
California State University-Fullerton 1997 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, Finance & Marketing
Irvine Valley Community College 1994 — 1997
AA, Business
Mater Dei high school 1991 — 1994
GED
Genelle Fields's Investors Capital Experience May 2007 - January 2009
Job Looking for opportunities within the Human Resource industry
Industry Human Resources
Experience
Investors Capital May 2007 - January 2009
Banc of America Investments 2005 - May 2007
State Street 2003 - 2005
Education
University of Maryland University College 2008 — 2010
MSM/MBA, Human Resources/MBA
University of Massachusetts Boston 1999 — 2002
B. S, Finance/ Economics
Lincoln University 1997 — 1998
Boston Latin School 1992 — 1997
diploma
Investors Capital May 2007 - January 2009
Banc of America Investments 2005 - May 2007
State Street 2003 - 2005
Education
University of Maryland University College 2008 — 2010
MSM/MBA, Human Resources/MBA
University of Massachusetts Boston 1999 — 2002
B. S, Finance/ Economics
Lincoln University 1997 — 1998
Boston Latin School 1992 — 1997
diploma
Christy Randolph's Investors Capital Experience 2000 - 2005
Job Real Estate Appraiser
Industry Real Estate
Experience
Contech Construction Products Inc. September 2005 - April 2011
Investors Capital 2000 - 2005
Skills
Strategic Planning, Microsoft Excel
Education
Miami University 2001 — 2005
Contech Construction Products Inc. September 2005 - April 2011
Investors Capital 2000 - 2005
Skills
Strategic Planning, Microsoft Excel
Education
Miami University 2001 — 2005
Susan Richard, CMP's Investors Capital Experience Director of Conferences & EventsInvestors Capital2002 - Present
Job Conference & Events Director at Investors Capital
Industry Financial Services
Experience
Investors Capital Director of Conferences & EventsInvestors Capital2002 - Present
Bowstreet 1999 - 2002
UB Networks 1995 - 1998
British Airways 1990 - 1995
Skills
Social Media, Financial Services, Marketing Strategy, Customer Service, Sales, Project Planning, Corporate Events, Event Management, Events, Trade Shows, Strategic Planning, Marketing, Relationship Management, Project Management, Marketing Communications, Contract Negotiation, Investments, Meeting Planning
Education
Salem State College 1990 — 1994
Bachelor of Science (BS)
Salem State University 1990 — 1994
BS in Geography/Minor in Business Administration, Event Management
Investors Capital Director of Conferences & EventsInvestors Capital2002 - Present
Bowstreet 1999 - 2002
UB Networks 1995 - 1998
British Airways 1990 - 1995
Skills
Social Media, Financial Services, Marketing Strategy, Customer Service, Sales, Project Planning, Corporate Events, Event Management, Events, Trade Shows, Strategic Planning, Marketing, Relationship Management, Project Management, Marketing Communications, Contract Negotiation, Investments, Meeting Planning
Education
Salem State College 1990 — 1994
Bachelor of Science (BS)
Salem State University 1990 — 1994
BS in Geography/Minor in Business Administration, Event Management
James Shamus Fleming's Investors Capital Experience June 2005 - Present
Job Registered Representative securities offered throughInvestors capital corp.Memberfinra/sipc.6 kimball lnlynnfield,ma
Industry Financial Services
Experience
Investors Capital June 2005 - Present
worcester boys and girls club 2010 - 2013
Chamber of Commerce 2005 - 2013
Investors Capital August 2011 - August 2012
Skills
Charity
Education
Assumption College 1971 — 1975
english
Assumption College 1971 — 1975
BA, english, Social rehab
Worcester Academy 1970 — 1971
Investors Capital June 2005 - Present
worcester boys and girls club 2010 - 2013
Chamber of Commerce 2005 - 2013
Investors Capital August 2011 - August 2012
Skills
Charity
Education
Assumption College 1971 — 1975
english
Assumption College 1971 — 1975
BA, english, Social rehab
Worcester Academy 1970 — 1971
Walt Zawislak's Investors Capital Experience February 2008 - Present
Job Financial Consultant with over 25 years of experience
Industry Financial Services
Experience
Investors Capital February 2008 - Present
Advest, Inc. March 2004 - January 2008
Quick & Reilly 1991 - 2004
Fleet Financial/Quick & Reilly 1991 - 2004
Skills
Securities, Investments, Retirement Planning, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1970 — 1972
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1966 — 1970
BS CHE, Chemical Engineering
Northwestern University BS Chem Eng
Investors Capital February 2008 - Present
Advest, Inc. March 2004 - January 2008
Quick & Reilly 1991 - 2004
Fleet Financial/Quick & Reilly 1991 - 2004
Skills
Securities, Investments, Retirement Planning, Series 7, Mutual Funds, Portfolio Management, Wealth Management, Alternative Investments, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1970 — 1972
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1966 — 1970
BS CHE, Chemical Engineering
Northwestern University BS Chem Eng
michael j ferber's Investors Capital Experience August 2005 - February 2011
Job cycling instructor NY Sports Clubs Coastal sailer Handball lplayer Oyster farmer
Industry Financial Services
Experience
Forefront Capital Markets August 2012 - Present
Investors Capital August 2005 - February 2011
Ryan Beck & Co 1978 - 2008
Skills
Options Trading, Series 7, Investments, Securities, Equities, Series 63, Fixed Income, Investment Strategies, Trading, Options, FINRA, Bloomberg, Bonds, Hedge Funds, Financial Markets, ETFs
Education
Colby College 1955 — 1959
ba, Economics
Forest Hills HS 1953 — 1955
academic, economics
Forefront Capital Markets August 2012 - Present
Investors Capital August 2005 - February 2011
Ryan Beck & Co 1978 - 2008
Skills
Options Trading, Series 7, Investments, Securities, Equities, Series 63, Fixed Income, Investment Strategies, Trading, Options, FINRA, Bloomberg, Bonds, Hedge Funds, Financial Markets, ETFs
Education
Colby College 1955 — 1959
ba, Economics
Forest Hills HS 1953 — 1955
academic, economics
Kathleen L. Donnelly's Investors Capital Experience May 2007 - Present
Job Chief Financial Officer at Investors Capital
Industry Financial Services
Experience
Investors Capital May 2007 - Present
UHY, LLP December 1997 - October 2006
Shatswell, MacLeod & Co, CPA May 1996 - November 1997
BayBank June 1994 - April 1996
Skills
Internal Audit, Finance, Auditing, Financial Services, Accounting, Sarbanes-Oxley Act, Investments, Valuation, Financial Reporting, Strategic Financial..., Financial Analysis, Management, Internal Controls
Education
Bentley University 1990 — 1994
BS, Accounting
Investors Capital May 2007 - Present
UHY, LLP December 1997 - October 2006
Shatswell, MacLeod & Co, CPA May 1996 - November 1997
BayBank June 1994 - April 1996
Skills
Internal Audit, Finance, Auditing, Financial Services, Accounting, Sarbanes-Oxley Act, Investments, Valuation, Financial Reporting, Strategic Financial..., Financial Analysis, Management, Internal Controls
Education
Bentley University 1990 — 1994
BS, Accounting
Blaise Aguirre, MD's Investors Capital Experience October 2011 - July 2014
Job Medical Director 3East DBT Unit McLean Hospital
Industry Mental Health Care
Experience
McLean Hospital May 2000 - Present
Gilla Inc. October 2014 - Present
Harvard Medical School November 2011 - Present
New Harbinger 2010 - Present
Investors Capital October 2011 - July 2014
Freespirit 2008 - 2010
Rodale 2003 - 2003
Skills
Mindfulness, Mindfulness Meditation, Mindfulness-based..., Psychotherapy, Child Psychiatry, Adolescent Psychiatry, Adolescent Therapy, Psychopharmacology, Chess, Writing, Book Writing, Marathon, Psychiatry, Program Development, Clinical Research, Adolescents, CBT, Post Traumatic Stress, Behavioral Health, Child Development, Treatment, Crisis Intervention, Mental Health, Neuroscience, BPD, Family Therapy, Therapists, Teaching, Psychodynamic..., DBT, Psychology, Neuropsychology, Clinical Supervision, Group Therapy, Interventions, Psychological Assessment, Young Adults, Counseling Psychology, Prevention, Published Author
Education
University of the Witwatersrand 1984 — 1989
MB BCh, Medicine
University of Notre Dame 1982 — 1983
N/A
Damelin 1978 — 1979
Boston University School of Medicine
Psychiatry and Child Psychiatry
Marist Brothers
McLean Hospital May 2000 - Present
Gilla Inc. October 2014 - Present
Harvard Medical School November 2011 - Present
New Harbinger 2010 - Present
Investors Capital October 2011 - July 2014
Freespirit 2008 - 2010
Rodale 2003 - 2003
Skills
Mindfulness, Mindfulness Meditation, Mindfulness-based..., Psychotherapy, Child Psychiatry, Adolescent Psychiatry, Adolescent Therapy, Psychopharmacology, Chess, Writing, Book Writing, Marathon, Psychiatry, Program Development, Clinical Research, Adolescents, CBT, Post Traumatic Stress, Behavioral Health, Child Development, Treatment, Crisis Intervention, Mental Health, Neuroscience, BPD, Family Therapy, Therapists, Teaching, Psychodynamic..., DBT, Psychology, Neuropsychology, Clinical Supervision, Group Therapy, Interventions, Psychological Assessment, Young Adults, Counseling Psychology, Prevention, Published Author
Education
University of the Witwatersrand 1984 — 1989
MB BCh, Medicine
University of Notre Dame 1982 — 1983
N/A
Damelin 1978 — 1979
Boston University School of Medicine
Psychiatry and Child Psychiatry
Marist Brothers
Maurice Kauff's Investors Capital Experience 2004 - 2008
Job
Industry Financial Services
Experience
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Northern Capital Corp January 2009 - Present
Merrimack College July 2013 - July 2014
St. John's Preparatory School March 2003 - June 2013
Tufts University May 2011 - February 2013
Harvard Rugby April 2009 - November 2010
Investors Capital 2004 - 2008
Northern Capital 2000 - 2004
A.G. Edwards 1997 - 2000
AG Edwards 1997 - 2000
Bankers Trust 1996 - 1997
Skills
Fixed Income Sales and..., Rugby Coaching
Education
D'Amore-McKim School of Business at Northeastern University 1992 — 1994
MBA, Finance
Union College 1986 — 1990
BA, Economics
Spackenkill HS 1982 — 1986
Geoffrey D. Smith, CCP, CBP, SPHR's Investors Capital Experience 2001 - 2004
Job Marketing Representative at Telereach
Industry Marketing and Advertising
Experience
Telereach September 2013 - Present
S-Squared Communications June 2011 - Present
S-Squared Solution July 2011 - December 2012
Soft Sell Group, LLC May 2010 - June 2011
Downeast Benefits May 2001 - July 2010
Listen Up LLC 2009 - 2009
Tyco International 2005 - 2006
Wright Express 2004 - 2004
Arthur D. Little 2002 - 2004
Investors Capital 2001 - 2004
Skills
Marketing Strategy, Human Resources, HR Business Partner, Software Solution Sales, Sales Management, HRIS, Employee Benefits, Certified Compensation..., Business Development, Market Research, Business Process..., ERISA, Recruiting, Executive Pay, Personnel Management, Management, Team Building, Leadership, Strategic Planning
Education
Columbia Union College 1994 — 1995
Organizational Management
George Mason University 1976 — 1979
Telereach September 2013 - Present
S-Squared Communications June 2011 - Present
S-Squared Solution July 2011 - December 2012
Soft Sell Group, LLC May 2010 - June 2011
Downeast Benefits May 2001 - July 2010
Listen Up LLC 2009 - 2009
Tyco International 2005 - 2006
Wright Express 2004 - 2004
Arthur D. Little 2002 - 2004
Investors Capital 2001 - 2004
Skills
Marketing Strategy, Human Resources, HR Business Partner, Software Solution Sales, Sales Management, HRIS, Employee Benefits, Certified Compensation..., Business Development, Market Research, Business Process..., ERISA, Recruiting, Executive Pay, Personnel Management, Management, Team Building, Leadership, Strategic Planning
Education
Columbia Union College 1994 — 1995
Organizational Management
George Mason University 1976 — 1979
Janice Carragher Charles's Investors Capital Experience 1990 - 1996
Job President Investors Marketing Services
Industry Insurance
Experience
IMS Foundation August 2010 - Present
Essex Securities,LLC 1994 - Present
Investors Marketing Services, Inc June 1989 - Present
Investors Marketing Services 1988 - Present
Global Investment Advisors 2007 - 2009
tour de cure cycling events 2000 - 2006
Investors Capital 1990 - 1996
Chelmsford public school system 1975 - 1978
Tewksbury MA public Schools 1974 - 1975
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Retirement Planning
Education
University of Massachusetts Lowell 1972 — 1975
M.Ed, Education and Curriculum Development
Regis College 1968 — 1972
ba, english, fine arts
IMS Foundation August 2010 - Present
Essex Securities,LLC 1994 - Present
Investors Marketing Services, Inc June 1989 - Present
Investors Marketing Services 1988 - Present
Global Investment Advisors 2007 - 2009
tour de cure cycling events 2000 - 2006
Investors Capital 1990 - 1996
Chelmsford public school system 1975 - 1978
Tewksbury MA public Schools 1974 - 1975
Skills
Insurance, Fixed Annuities, Life Insurance, Retirement, Retirement Planning
Education
University of Massachusetts Lowell 1972 — 1975
M.Ed, Education and Curriculum Development
Regis College 1968 — 1972
ba, english, fine arts
Jerry Warrick's Investors Capital Experience March 1994 - September 2001
Job Referral Agent at Weichert Realtors
Industry Real Estate
Experience
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Weichert Realtors December 1998 - Present
Investors Capital March 1994 - September 2001
Investacorp, Inc. September 1989 - March 1994
Prudential Financial September 1988 - September 1989
Allied Beverage Group September 1987 - September 1988
Skills
Sellers, Waterfront, Buyer Representation, Real Estate, Relocation, Referrals, Acreage, Condos, Mortgage Lending, Townhomes, Real Estate Transactions, Investment Properties, Foreclosures, Short Sales, Single Family Homes, New Home Sales, Investors, Seniors, ABR, Property, Marketing, Resellers, Listings, First Time Home Buyers, Buyers, New Homes, REO, Property Management, Leases, Selling, Vacation Homes, FHA, Move Up Buyers, Sales, Real Estate Development, Real Property, Commercial Real Estate, Relocation Buyers, Investments, Real Estate License, Tenant, Home Staging, Rentals, HUD, Brokerage, Residential Homes, Luxury, SFR, Real Estate Financing, e-PRO
Education
College for Financial Planning 1990 — 1992
Financial Planning and Services
County College of Morris 1974 — 1975
Morristown High School 1972 — 1974
HS graduation, College/University Preparatory and Advanced High School/Secondary Diploma Program
Robert Brault's Investors Capital Experience 1999 - 2000
Job Managing Director Mutual Fund Administration at Legg Mason
Industry Financial Services
Experience
Legg Mason 2005 - Present
Citigroup 2000 - 2005
Investors Capital 1999 - 2000
Oppenheimer Capital 1989 - 1999
dreyfus 1987 - 1988
Education
Adelphi University 1992 — 1996
mba, finance
State University of New York College at Brockport 1983 — 1987
bs, accounting/finance
Legg Mason 2005 - Present
Citigroup 2000 - 2005
Investors Capital 1999 - 2000
Oppenheimer Capital 1989 - 1999
dreyfus 1987 - 1988
Education
Adelphi University 1992 — 1996
mba, finance
State University of New York College at Brockport 1983 — 1987
bs, accounting/finance
chris spychalski's Investors Capital Experience January 2003 - Present
Job at Investors Capital
Industry Insurance
Experience
Investors Capital January 2003 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
Investors Capital January 2003 - Present
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1998
MBA
Leslie Soufis's Investors Capital Experience December 2004 - Present
Job Personal Assistant
Industry Entertainment
Experience
One Chance Entertainment Global, LLC. February 2005 - Present
Investors Capital December 2004 - Present
Education
American College of Healthcare Sciences 2014 — 2018
Associate's Degree, Associate of Applied Science in Complementary Alternative Medicine
National University 2008 — 2010
Master's Degree, Human Behavior
Palm Beach Atlantic University 2006 — 2008
Bachelor's Degree, Bachelor of Science Degree in Organizational Management
Palm Beach Community College 2003 — 2006
Associate's Degree
One Chance Entertainment Global, LLC. February 2005 - Present
Investors Capital December 2004 - Present
Education
American College of Healthcare Sciences 2014 — 2018
Associate's Degree, Associate of Applied Science in Complementary Alternative Medicine
National University 2008 — 2010
Master's Degree, Human Behavior
Palm Beach Atlantic University 2006 — 2008
Bachelor's Degree, Bachelor of Science Degree in Organizational Management
Palm Beach Community College 2003 — 2006
Associate's Degree
Jeffrey Talbott's Investors Capital Experience 2004 - Present
Job Investment Advisor with 25+ experience
Industry Financial Services
Experience
Investors Capital Corp June 2012 - Present
Investors Capital 2004 - Present
Virginia Symphony Orchestra 2013 - 2014
Mutual Service Corporation 1997 - 2003
Skills
Financial Advisory, Trading, Derivatives, Investments, Financial Risk, Managerial Finance, Securities, Quantitative Market..., Yield Management, Market Analysis, Business Strategy, Consulting, Lecturing, University Teaching, Financial Services
Education
CFA Institute 2013 — 2015
CFA certification, Risk and Investment management
Walden University 2010 — 2015
Candidate for Doctor of Business Administration, Finance, General, 3.83
Ashland University 2005 — 2007
Master of Business Administration (MBA), Finance and Globalization, 3.9
Kent State University 1977 — 1982
Bachelor of Arts (BA), Psychology
Investors Capital Corp June 2012 - Present
Investors Capital 2004 - Present
Virginia Symphony Orchestra 2013 - 2014
Mutual Service Corporation 1997 - 2003
Skills
Financial Advisory, Trading, Derivatives, Investments, Financial Risk, Managerial Finance, Securities, Quantitative Market..., Yield Management, Market Analysis, Business Strategy, Consulting, Lecturing, University Teaching, Financial Services
Education
CFA Institute 2013 — 2015
CFA certification, Risk and Investment management
Walden University 2010 — 2015
Candidate for Doctor of Business Administration, Finance, General, 3.83
Ashland University 2005 — 2007
Master of Business Administration (MBA), Finance and Globalization, 3.9
Kent State University 1977 — 1982
Bachelor of Arts (BA), Psychology
George Blystone lll's Investors Capital Experience TraderGenesis Investment TradingJune 2008 - January 2009
Job Financial Consultant at Investors Capital
Industry Financial Services
Experience
Investors Capital TraderGenesis Investment TradingJune 2008 - January 2009
Education
Elon University 2003 — 2007
BA, Communications
Investors Capital TraderGenesis Investment TradingJune 2008 - January 2009
Education
Elon University 2003 — 2007
BA, Communications
John Turco's Investors Capital Experience March 2004 - November 2005
Job
Industry Financial Services
Experience
RBC September 2006 - Present
Investors Capital March 2004 - November 2005
Putnam Investments April 2000 - June 2003
PFPC June 1998 - March 2000
Putnam Investments June 1997 - April 1998
Education
Franklin Pierce University
Various General Education Courses
Central Catholic High School
Diploma
RBC September 2006 - Present
Investors Capital March 2004 - November 2005
Putnam Investments April 2000 - June 2003
PFPC June 1998 - March 2000
Putnam Investments June 1997 - April 1998
Education
Franklin Pierce University
Various General Education Courses
Central Catholic High School
Diploma
Lisa Richmond's Investors Capital Experience 2009 - 2009
Job Graduate Student seeking a teaching degree in Moderate Disabilities PreK8 at Lesley University
Industry Hospitality
Experience
Newton Public Schools 2015 - Present
Lesley University September 2014 - Present
Yankee Leisure Group, Inc. July 2012 - March 2014
The Jimmy Fund, Special Events September 2011 - September 2012
Residence Inn by Marriott -Westford, MA May 2010 - September 2010
Best Western Boston - Inn at Longwood Medical January 2010 - January 2010
Investors Capital 2009 - 2009
Skills
Early Childhood..., Child Development, Working With Children, Childcare, Learning Disabilities, Developmental..., Moderate Disabilities, Hospitality, Event Planning, Hotels, Trade Shows, Hospitality Industry, Event Management, Customer Service, Hotel Management, Hospitality Management
Education
Lesley University 2014 — 2016
Master's of Education, Education/Teaching of Individuals with Moderate Disabilities
Endicott College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Apicius -International School of Hospitality
Newton Public Schools 2015 - Present
Lesley University September 2014 - Present
Yankee Leisure Group, Inc. July 2012 - March 2014
The Jimmy Fund, Special Events September 2011 - September 2012
Residence Inn by Marriott -Westford, MA May 2010 - September 2010
Best Western Boston - Inn at Longwood Medical January 2010 - January 2010
Investors Capital 2009 - 2009
Skills
Early Childhood..., Child Development, Working With Children, Childcare, Learning Disabilities, Developmental..., Moderate Disabilities, Hospitality, Event Planning, Hotels, Trade Shows, Hospitality Industry, Event Management, Customer Service, Hotel Management, Hospitality Management
Education
Lesley University 2014 — 2016
Master's of Education, Education/Teaching of Individuals with Moderate Disabilities
Endicott College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Hospitality Administration/Management
Apicius -International School of Hospitality
Stanley Marcus's Investors Capital Experience Financial ConsultantInvestors CapitalOctober 2004 - Present
Job Financial Consultant at Investors Capital Corporation
Industry Financial Services
Experience
Investors Capital Financial ConsultantInvestors CapitalOctober 2004 - Present
Royal Alliance Associates February 2000 - October 2005
Skills
Investment Advisory, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Strategies, Strategic Financial..., Investments, Retirement Planning, Wealth, Fixed Annuities, Rollovers
Education
Hofstra University 1971 — 1974
Master of Business Administration (M.B.A.), Finance
Hunter College 1967 — 1970
BA and MA, Physice
Investors Capital Financial ConsultantInvestors CapitalOctober 2004 - Present
Royal Alliance Associates February 2000 - October 2005
Skills
Investment Advisory, Series 7, Mutual Funds, Retirement, Wealth Management, Investment Strategies, Strategic Financial..., Investments, Retirement Planning, Wealth, Fixed Annuities, Rollovers
Education
Hofstra University 1971 — 1974
Master of Business Administration (M.B.A.), Finance
Hunter College 1967 — 1970
BA and MA, Physice
Colin Silva's Investors Capital Experience October 2003 - December 2008
Job Owner, Silva Family Enterprises Inc.
Industry Restaurants
Experience
Silva Family Enterprises Inc. September 2006 - Present
Investors Capital October 2003 - December 2008
Allmerica Financial September 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst
MBA, Business
University of Massachusetts, Amherst
BA, BA, Political Science, English
Silva Family Enterprises Inc. September 2006 - Present
Investors Capital October 2003 - December 2008
Allmerica Financial September 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst
MBA, Business
University of Massachusetts, Amherst
BA, BA, Political Science, English
Shayyiq Sadique's Investors Capital Experience October 2010 - February 2011
Job Associate Regional Associate at Lord, Abbett & Co. LLC
Industry Investment Banking
Experience
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Lord, Abbett & Co. LLC July 2013 - Present
Societe Generale January 2013 - March 2013
TS Capital, LLC June 2011 - August 2011
Investors Capital October 2010 - February 2011
Skills
Securities
Education
Rutgers University 2007 — 2012
Bachelors, Finance
Kathryn Cataldo's Investors Capital Experience October 2009 - Present
Job Financial Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital October 2009 - Present
Investors Capital 2009 - Present
A.G. Edwards 2002 - 2010
Boston Networks Inc. 1994 - 2002
Wang Laboratories May 1985 - March 1993
Skills
Asset Management, Portfolio Design, Long-Term Care and Life..., Fixed and Variable..., Retirement Income..., Social Security..., College Education..., Tax Management..., Buy Sell Insurance..., 401k Plans
Education
Northeastern University 1977 — 1981
Bachelors of Science, Business Management/Computer Science
Northeastern University
Investors Capital October 2009 - Present
Investors Capital 2009 - Present
A.G. Edwards 2002 - 2010
Boston Networks Inc. 1994 - 2002
Wang Laboratories May 1985 - March 1993
Skills
Asset Management, Portfolio Design, Long-Term Care and Life..., Fixed and Variable..., Retirement Income..., Social Security..., College Education..., Tax Management..., Buy Sell Insurance..., 401k Plans
Education
Northeastern University 1977 — 1981
Bachelors of Science, Business Management/Computer Science
Northeastern University
Bob Vallee's Investors Capital Experience July 2011 - Present
Job Regional Compliance Advisor at Investors Capital
Industry Financial Services
Experience
Investors Capital July 2011 - Present
Gentry Partners, Ltd. August 2008 - January 2011
Education
Boston University
BS/BA, Business Management
Investors Capital July 2011 - Present
Gentry Partners, Ltd. August 2008 - January 2011
Education
Boston University
BS/BA, Business Management
Kishwar Ahmed's Investors Capital Experience March 2010 - August 2010
Job Senior Auditor I at AIG
Industry Accounting
Experience
AIG July 2014 - Present
TIAA-CREF January 2013 - June 2014
TIAA-CREF July 2012 - November 2012
Emmes Asset Management June 2011 - June 2012
eMusic August 2010 - December 2010
Investors Capital March 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
B.B.A, Major: Accountancy Minors: Psychology and Communication Studies
Francis Lewis High School 2004 — 2008
Advanced Regents Diploma
AIG July 2014 - Present
TIAA-CREF January 2013 - June 2014
TIAA-CREF July 2012 - November 2012
Emmes Asset Management June 2011 - June 2012
eMusic August 2010 - December 2010
Investors Capital March 2010 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
B.B.A, Major: Accountancy Minors: Psychology and Communication Studies
Francis Lewis High School 2004 — 2008
Advanced Regents Diploma
Brian Tamason's Investors Capital Experience September 2009 - July 2011
Job Sales Executive at Sterling Infosystems, Inc.
Industry Human Resources
Experience
Sterling Infosystems, Inc. August 2011 - Present
Investors Capital September 2009 - July 2011
Education
Cornell University 2005 — 2009
B.A., Economics, Film
Sterling Infosystems, Inc. August 2011 - Present
Investors Capital September 2009 - July 2011
Education
Cornell University 2005 — 2009
B.A., Economics, Film
Joseph Toomey's Investors Capital Experience February 2012 - April 2012
Job Visionary Entreprenuer
Industry Financial Services
Experience
Jack Demsey's Pub and Restaurant November 2008 - Present
The TriZetto Group July 2012 - April 2013
Investors Capital February 2012 - April 2012
Golden Networking May 2011 - July 2011
Education
Manhattan College 2008 — 2012
Bachelors, Finance, Global Business
Christian Brother Academy
High School Diploma
Jack Demsey's Pub and Restaurant November 2008 - Present
The TriZetto Group July 2012 - April 2013
Investors Capital February 2012 - April 2012
Golden Networking May 2011 - July 2011
Education
Manhattan College 2008 — 2012
Bachelors, Finance, Global Business
Christian Brother Academy
High School Diploma
Christopher J. Lanouette, CFA's Investors Capital Experience February 1996 - January 2000
Job Managing Director, Fixed Income Portfolio Manager at Atlantic Trust Private Wealth Management
Industry Investment Management
Experience
Atlantic Trust Private Wealth Management October 2006 - Present
Congress Asset Management January 2000 - October 2006
Investors Capital February 1996 - January 2000
G.R. Stuart & Company September 1993 - February 1995
Education
Hartwick College 1989 — 1992
Bachelor of Arts, Accounting & Management
Atlantic Trust Private Wealth Management October 2006 - Present
Congress Asset Management January 2000 - October 2006
Investors Capital February 1996 - January 2000
G.R. Stuart & Company September 1993 - February 1995
Education
Hartwick College 1989 — 1992
Bachelor of Arts, Accounting & Management
Terence Philip's Investors Capital Experience June 2011 - September 2011
Job Senior Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2014 - Present
Brown Smith Wallace June 2012 - May 2014
Hoffman Clark, LLC October 2011 - May 2012
Investors Capital June 2011 - September 2011
Northwestern Mutual January 2009 - May 2009
Skills
Auditing, IT Audit, Sarbanes-Oxley, SSAE 16, Sarbanes-Oxley Act, Finance, Information Technology, Internal Audit, Disaster Recovery, Enterprise Risk..., Internal Controls, Risk Assessment, Process Improvement
Education
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Information Technology Management
Deloitte June 2014 - Present
Brown Smith Wallace June 2012 - May 2014
Hoffman Clark, LLC October 2011 - May 2012
Investors Capital June 2011 - September 2011
Northwestern Mutual January 2009 - May 2009
Skills
Auditing, IT Audit, Sarbanes-Oxley, SSAE 16, Sarbanes-Oxley Act, Finance, Information Technology, Internal Audit, Disaster Recovery, Enterprise Risk..., Internal Controls, Risk Assessment, Process Improvement
Education
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Accounting and Information Technology Management
Andy Moncion's Investors Capital Experience November 2009 - February 2010
Job Implementation Consultant at Reval
Industry Financial Services
Experience
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Reval May 2014 - Present
SuperDerivatives January 2013 - April 2014
SuperDerivatives May 2012 - December 2012
UBS August 2011 - September 2011
Joseph Gunnar & Co, LLC April 2011 - August 2011
Investors Capital November 2009 - February 2010
Skills
Equities, Options, Financial Markets, Derivatives, Bloomberg, Fixed Income, FX Options, Trading Systems, Capital Markets, Hedge Funds, Electronic Trading, Equity Derivatives, Asset Management, Portfolio Management, Investments, Interest Rate..., Commodity, Credit Derivatives, Risk Management, Structured Products
Education
Manhattan College 2008 — 2012
Bachelor of Science (B.S.), Finance
Brian Crowley's Investors Capital Experience March 2008 - December 2009
Job Associate, Prime Finance Sales at Citi
Industry Financial Services
Experience
Citi September 2012 - Present
Citi December 2009 - September 2012
Investors Capital March 2008 - December 2009
Fidelity Investments July 2007 - March 2008
Skills
Series 7, Equities, Series 63, Finance, Series 24, Series 4, Bloomberg, Securities
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Economics
Citi September 2012 - Present
Citi December 2009 - September 2012
Investors Capital March 2008 - December 2009
Fidelity Investments July 2007 - March 2008
Skills
Series 7, Equities, Series 63, Finance, Series 24, Series 4, Bloomberg, Securities
Education
St. Lawrence University 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Government, Economics
ramiro vasquez's Investors Capital Experience November 2010 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Investors Capital November 2010 - December 2011
Opinion Access Corp September 2009 - October 2010
Morrell Wine July 2009 - September 2009
Skills
MS Office
Education
Berkeley College
Associate, Applied Science; International Business
Berkeley College
Bachelors in Applied Science Degree, International Business
Investors Capital November 2010 - December 2011
Opinion Access Corp September 2009 - October 2010
Morrell Wine July 2009 - September 2009
Skills
MS Office
Education
Berkeley College
Associate, Applied Science; International Business
Berkeley College
Bachelors in Applied Science Degree, International Business
Miles Carter's Investors Capital Experience September 2012 - Present
Job Chief Technology Officer at Investors Capital
Industry Financial Services
Experience
Investors Capital September 2012 - Present
Investors Capital May 2010 - September 2012
Investors Capital March 2007 - May 2010
Education
Marist College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Investors Capital September 2012 - Present
Investors Capital May 2010 - September 2012
Investors Capital March 2007 - May 2010
Education
Marist College 2001 — 2005
Bachelor of Science (B.S.), Computer Science
Evan Sahagian's Investors Capital Experience January 2014 - Present
Job IT Support Specialist at Investors Capital
Industry Higher Education
Experience
Investors Capital January 2014 - Present
Culectiv January 2014 - April 2014
University of Massachusetts Amherst 2011 - December 2013
Tufts University June 2010 - September 2013
Skills
Digital Photography, Portrait Photography, Photoshop, Lightroom, Social Media, Communication, Networking, Troubleshooting, Internet Troubleshooting, LANDesk, Microsoft Office, Telecommunications, OS X, Management, Research, Social Networking, Customer Service
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor's degree, Communication, General
Salem State University 2009 — 2011
Investors Capital January 2014 - Present
Culectiv January 2014 - April 2014
University of Massachusetts Amherst 2011 - December 2013
Tufts University June 2010 - September 2013
Skills
Digital Photography, Portrait Photography, Photoshop, Lightroom, Social Media, Communication, Networking, Troubleshooting, Internet Troubleshooting, LANDesk, Microsoft Office, Telecommunications, OS X, Management, Research, Social Networking, Customer Service
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor's degree, Communication, General
Salem State University 2009 — 2011
Ralph Plotke Jr's Investors Capital Experience May 2015 - Present
Job Customer Service and Sales Intern at Investors Capital
Industry
Experience
Investors Capital May 2015 - Present
Roof Services June 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Outlook
Education
Providence College 2014 — 2018
Econometrics and Quantitative Economics, and Finance
Investors Capital May 2015 - Present
Roof Services June 2010 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Time Management, Outlook
Education
Providence College 2014 — 2018
Econometrics and Quantitative Economics, and Finance