Journey Financial Planners
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Journey Financial Planners Employees
Employee
Years
Job
Industry
Peter Huyett Peter Huyett's Journey Financial Planners Experience September 2011 - December 2011
Job Account Development Manager at Forrester Research
Industry Research
Experience
Forrester Research August 2014 - Present
Massachusetts General Hospital December 2013 - May 2014
Stark Carpet & Fabric January 2012 - May 2013
Journey Financial Planners September 2011 - December 2011
Marine Biological Laboratory June 2011 - August 2011
YMCA of Greater Boston October 2010 - January 2011
Marine Biological Laboratory June 2009 - August 2009
Woods Hole, MASummer 2009 June 2009 - August 2009
Menauhant Yacht Club June 2008 - August 2008
Skills
Event Planning, Press Releases, Social Networking, Public Speaking, Research, Facebook, Microsoft Excel, Editing, Fun, Community Outreach, Marketing Strategy, Event Management, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Humor, Music, Writing, Creative Writing, Creativity, Personality, Interpersonal..., Interpersonal Skill, Critical Thinking, Acting, Close Attention to..., Fundraising, Digital Marketing, Google Analytics, Marketing, Organization, Innovation, marketing and strategy, Business Technology, Customer Experience, Consumer Insight
Education
Gettysburg College 2006 — 2010
B.A, English
Concord Carlisle 2002 — 2006
Forrester Research August 2014 - Present
Massachusetts General Hospital December 2013 - May 2014
Stark Carpet & Fabric January 2012 - May 2013
Journey Financial Planners September 2011 - December 2011
Marine Biological Laboratory June 2011 - August 2011
YMCA of Greater Boston October 2010 - January 2011
Marine Biological Laboratory June 2009 - August 2009
Woods Hole, MASummer 2009 June 2009 - August 2009
Menauhant Yacht Club June 2008 - August 2008
Skills
Event Planning, Press Releases, Social Networking, Public Speaking, Research, Facebook, Microsoft Excel, Editing, Fun, Community Outreach, Marketing Strategy, Event Management, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Humor, Music, Writing, Creative Writing, Creativity, Personality, Interpersonal..., Interpersonal Skill, Critical Thinking, Acting, Close Attention to..., Fundraising, Digital Marketing, Google Analytics, Marketing, Organization, Innovation, marketing and strategy, Business Technology, Customer Experience, Consumer Insight
Education
Gettysburg College 2006 — 2010
B.A, English
Concord Carlisle 2002 — 2006
Trang Q. Le Trang Q. Le's Journey Financial Planners Experience October 2011 - July 2012
Job Auditor at Accu Image
Industry Financial Services
Experience
Accu-Image Inc. April 2013 - Present
Dignity Health September 2012 - February 2013
Journey Financial Planners October 2011 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Administrative..., Critical Thinking
Education
Northeastern University 2011 — 2012
Master's degree, Finance, Project Management
Suffolk University 2006 — 2008
Bachelor's degree, Accounting and Finance
Accu-Image Inc. April 2013 - Present
Dignity Health September 2012 - February 2013
Journey Financial Planners October 2011 - July 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Administrative..., Critical Thinking
Education
Northeastern University 2011 — 2012
Master's degree, Finance, Project Management
Suffolk University 2006 — 2008
Bachelor's degree, Accounting and Finance
Kathy Colpitts Kathy Colpitts's Journey Financial Planners Experience January 2015 - March 2015
Job Financial Writer at MCFS
Industry Financial Services
Experience
MCFS April 2015 - Present
MCFS March 2015 - Present
Journey Financial Planners January 2015 - March 2015
Langtree Associates January 2014 - December 2014
Mitchell-Colpitts Financial Services January 2000 - December 2013
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Management, Research, Certified Financial..., Financial Writing, MoneyGuide Pro, Morningstar Advisor, Protracker Advantage, Investments, Small Business, Retirement Planning, Tax
Education
College for Financial Planning
Certificate in Financial Planning
Suffolk University - Sawyer School of Management
BSBA cum laude, Accounting
Universitaet Salzburg, Austria
German and Business
MCFS April 2015 - Present
MCFS March 2015 - Present
Journey Financial Planners January 2015 - March 2015
Langtree Associates January 2014 - December 2014
Mitchell-Colpitts Financial Services January 2000 - December 2013
Skills
Financial Analysis, Strategic Financial..., Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, Management, Research, Certified Financial..., Financial Writing, MoneyGuide Pro, Morningstar Advisor, Protracker Advantage, Investments, Small Business, Retirement Planning, Tax
Education
College for Financial Planning
Certificate in Financial Planning
Suffolk University - Sawyer School of Management
BSBA cum laude, Accounting
Universitaet Salzburg, Austria
German and Business
Jacob Duyon Jacob Duyon's Journey Financial Planners Experience May 2012 - August 2012
Job Devops
Industry Market Research
Experience
Compete, Inc. February 2015 - Present
Compete, Inc. July 2013 - February 2015
Vintage Camera Etc. June 2011 - July 2013
Journey Financial Planners May 2012 - August 2012
Skills
Python, Bash, Django, Web Development, Linear Regression, Unix Shell Scripting, Regression Analysis, Database Scripting, GUI development, HTML, Risk Management, Market Research, Web Project Management, Microsoft Excel, Access
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science, Resource Economics, Senior
Classical Highschool
Compete, Inc. February 2015 - Present
Compete, Inc. July 2013 - February 2015
Vintage Camera Etc. June 2011 - July 2013
Journey Financial Planners May 2012 - August 2012
Skills
Python, Bash, Django, Web Development, Linear Regression, Unix Shell Scripting, Regression Analysis, Database Scripting, GUI development, HTML, Risk Management, Market Research, Web Project Management, Microsoft Excel, Access
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Science, Resource Economics, Senior
Classical Highschool
Joyce Corrao Clanon Joyce Corrao Clanon's Journey Financial Planners Experience February 2011 - June 2011
Job Publications Assistant at Public Library of Science
Industry Research
Experience
Public Library of Science May 2013 - Present
RockStar Learning January 2012 - January 2013
UCSF September 2011 - December 2012
Journey Financial Planners February 2011 - June 2011
Massachusetts Poetry Outreach Project August 2010 - June 2011
University of Oregon September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Quantitative Research, Critical Thinking, Data Entry, Public Speaking, Leadership, Scientific Writing, Photoshop, Evaluating Primary..., Administrative Support, Project Management, Adobe Photoshop, Knowledge of APA Style, Copywriting, Knowledge of Chicago..., Oral & Written..., Multi-tasking ability, Editorial, Social Media, Administrative..., Marketing, Team Leadership, Social Networking, Nonprofits, Research
Education
University of Oregon 2006 — 2010
Bachelor of Science (B.S.), Psychology
Concord Carlisle High School
Public Library of Science May 2013 - Present
RockStar Learning January 2012 - January 2013
UCSF September 2011 - December 2012
Journey Financial Planners February 2011 - June 2011
Massachusetts Poetry Outreach Project August 2010 - June 2011
University of Oregon September 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Quantitative Research, Critical Thinking, Data Entry, Public Speaking, Leadership, Scientific Writing, Photoshop, Evaluating Primary..., Administrative Support, Project Management, Adobe Photoshop, Knowledge of APA Style, Copywriting, Knowledge of Chicago..., Oral & Written..., Multi-tasking ability, Editorial, Social Media, Administrative..., Marketing, Team Leadership, Social Networking, Nonprofits, Research
Education
University of Oregon 2006 — 2010
Bachelor of Science (B.S.), Psychology
Concord Carlisle High School
Meghan McGillin Meghan McGillin's Journey Financial Planners Experience March 2008 - August 2012
Job Undergraduate Researcher at Sela/Nugen Lab
Industry Research
Experience
Sela Lab September 2014 - Present
The Lord Jeffery Inn May 2015 - August 2015
Ocean Edge Resort & Golf Club June 2014 - September 2014
Whites Pond May 2013 - September 2013
Smooches For Pooches April 2011 - August 2012
Journey Financial Planners March 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Technical Writing, Microsoft Word, Mass Spectrometry, Bacterial Cell Culture, Bacterial Identification, Agarose Gel..., Medium Preparation, 1H NMR, Crystallization, Distillation, Food Microbiology, Microbiological Assays, RT-PCR, Aseptic Technique, DNA Extraction, Multi-step Synthesis, Titration, Fermentation, TLC, Organic Synthesis, Organic Chemistry, Microbiology, Biochemistry, Gram Staining, Contaminated Water..., Event Planning, Social Media, Public Speaking, COSMOS, Laboratory
Education
University of Massachusetts 2012 — 2016
Bachelor of Science (B.S.), Food Science
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (BS), Food Science
Københavns Universitet 2015 — 2015
Food Science
California Polytechnic State University-San Luis Obispo 2013 — 2014
Food Science
Concord Carlisle High School 2008 — 2012
Sela Lab September 2014 - Present
The Lord Jeffery Inn May 2015 - August 2015
Ocean Edge Resort & Golf Club June 2014 - September 2014
Whites Pond May 2013 - September 2013
Smooches For Pooches April 2011 - August 2012
Journey Financial Planners March 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Technical Writing, Microsoft Word, Mass Spectrometry, Bacterial Cell Culture, Bacterial Identification, Agarose Gel..., Medium Preparation, 1H NMR, Crystallization, Distillation, Food Microbiology, Microbiological Assays, RT-PCR, Aseptic Technique, DNA Extraction, Multi-step Synthesis, Titration, Fermentation, TLC, Organic Synthesis, Organic Chemistry, Microbiology, Biochemistry, Gram Staining, Contaminated Water..., Event Planning, Social Media, Public Speaking, COSMOS, Laboratory
Education
University of Massachusetts 2012 — 2016
Bachelor of Science (B.S.), Food Science
University of Massachusetts, Amherst 2012 — 2016
Bachelor of Science (BS), Food Science
Københavns Universitet 2015 — 2015
Food Science
California Polytechnic State University-San Luis Obispo 2013 — 2014
Food Science
Concord Carlisle High School 2008 — 2012
Lisa Sellers's Journey Financial Planners Experience December 2009 - January 2011
Job Senior Commodity Manager at Teradyne
Industry Electrical/Electronic Manufacturing
Experience
Teradyne November 2010 - Present
Journey Financial Planners December 2009 - January 2011
Teradyne, Inc January 2004 - February 2009
Teradyne Connection Systems 2000 - 2003
Teradyne Connection Systems 1995 - 1999
Teradyne 1989 - 1994
Skills
Cross-functional Team..., Business Continuity..., Project Management, Continuous Improvement, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MBA
Tufts University 1980 — 1984
BS, Computer Science
Teradyne November 2010 - Present
Journey Financial Planners December 2009 - January 2011
Teradyne, Inc January 2004 - February 2009
Teradyne Connection Systems 2000 - 2003
Teradyne Connection Systems 1995 - 1999
Teradyne 1989 - 1994
Skills
Cross-functional Team..., Business Continuity..., Project Management, Continuous Improvement, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1992
MBA
Tufts University 1980 — 1984
BS, Computer Science
Faith Bade's Journey Financial Planners Experience November 2012 - March 2013
Job Graduate student (MS in Human Services), p/t showroom/marketing manager, & volunteer
Industry Higher Education
Experience
Journey Financial Planners November 2012 - March 2013
First Parish in Concord November 2006 - May 2012
Bank of Boston June 1990 - June 1994
Pepsi-Cola Corporation May 1989 - August 1989
State of Massachusetts January 1988 - August 1988
Union Warren Savings Bank January 1986 - December 1987
Bank of Boston/BancBoston Mortgage Corporation January 1983 - December 1985
Skills
Leadership, Non-profits, Problem Solving, Relationship Management, Marketing Communications, Program Development, Event Management, Community Outreach, Versatile Writer, Accounting Knowledge, Budgets, Strategic Planning, Microsoft Office, Volunteer Recruiting, People Skills, Microsoft Excel, Management, Nonprofits, Project Planning, Project Management, Marketing Strategy, Strategy
Education
Duke University - The Fuqua School of Business 1988 — 1990
Master of Business Administration (MBA), General
Providence College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature, General, cum laude graduate
Journey Financial Planners November 2012 - March 2013
First Parish in Concord November 2006 - May 2012
Bank of Boston June 1990 - June 1994
Pepsi-Cola Corporation May 1989 - August 1989
State of Massachusetts January 1988 - August 1988
Union Warren Savings Bank January 1986 - December 1987
Bank of Boston/BancBoston Mortgage Corporation January 1983 - December 1985
Skills
Leadership, Non-profits, Problem Solving, Relationship Management, Marketing Communications, Program Development, Event Management, Community Outreach, Versatile Writer, Accounting Knowledge, Budgets, Strategic Planning, Microsoft Office, Volunteer Recruiting, People Skills, Microsoft Excel, Management, Nonprofits, Project Planning, Project Management, Marketing Strategy, Strategy
Education
Duke University - The Fuqua School of Business 1988 — 1990
Master of Business Administration (MBA), General
Providence College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature, General, cum laude graduate
Aileen Chen's Journey Financial Planners Experience October 2011 - June 2012
Job Experienced Tax Associate at PwC
Industry Accounting
Experience
PwC October 2013 - Present
Accelerated Receivables Management Solutions, LLC September 2012 - October 2013
PwC June 2012 - August 2012
Journey Financial Planners October 2011 - June 2012
Bank of China June 2011 - July 2011
Skills
Accounting, Excel, Microsoft Excel, Tax, CPA, PowerPoint, Microsoft Office, Financial Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2013
Master of Science (M.S.), Accounting
Babson College 2011 — 2013
Bachelor of Science (B.S.), Accounting & Quantitative Methods
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
CPA Accounting
Suzhou High School Of Jiangsu Province 2006 — 2009
PwC October 2013 - Present
Accelerated Receivables Management Solutions, LLC September 2012 - October 2013
PwC June 2012 - August 2012
Journey Financial Planners October 2011 - June 2012
Bank of China June 2011 - July 2011
Skills
Accounting, Excel, Microsoft Excel, Tax, CPA, PowerPoint, Microsoft Office, Financial Accounting
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2013
Master of Science (M.S.), Accounting
Babson College 2011 — 2013
Bachelor of Science (B.S.), Accounting & Quantitative Methods
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
CPA Accounting
Suzhou High School Of Jiangsu Province 2006 — 2009
Marissa Oake's Journey Financial Planners Experience May 2011 - September 2011
Job Corporate Catering Coordinator at Via Lago Cafe and Catering
Industry Financial Services
Experience
Via Lago Cafe and Catering January 2013 - Present
Huntington Learning Center January 2011 - Present
Journey Financial Planners May 2011 - September 2011
Skills
Lesson Planning, Tutoring, Higher Education, Teaching, Curriculum Design, Curriculum Development
Education
Boston University 2007 — 2010
B.A., Anthropology
Via Lago Cafe and Catering January 2013 - Present
Huntington Learning Center January 2011 - Present
Journey Financial Planners May 2011 - September 2011
Skills
Lesson Planning, Tutoring, Higher Education, Teaching, Curriculum Design, Curriculum Development
Education
Boston University 2007 — 2010
B.A., Anthropology