Liberty Financial
Description
Address: 5430 Royalmount Ave, Mount Royal, QC H4P 1H7, Canada Province: Québec Phone: (877) 235-4496Place name: : Hours: : Website: Category: : : : : Website: http://libfc.ca/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Liberty Financial Posting publicly on the Web Write a review Reviews Be the first to review
Liberty Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Liberty Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Liberty Financial Employees
Employee
Years
Job
Industry
Beth Ann Brown Beth Ann Brown's Liberty Financial Experience September 1992 - August 1993
Job Asset Management Executive
Industry Financial Services
Experience
Caron Engineering Inc December 2014 - Present
Independent Consultant September 2012 - Present
Columbia Management 2008 - 2012
Columbia Managment 2005 - 2008
Columbia Management 2004 - 2005
Columbia Management (Liberty Financial) 1999 - 2004
Columbia Management (Liberty Financial) 1996 - 1999
Colonial Investment Services 1993 - 1996
Liberty Financial September 1992 - August 1993
WMSX, WCEG Radio June 1990 - August 1992
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Investments, Series 24, Alternative Investments, Asset Allocation, Series 6, Asset Managment, Wealth Management, Investment Strategies, FINRA, Securities, Asset Management, Fixed Income, 401k, Series 65, Uniform Combined State..., Retirement, Investment Management, Retirement Planning
Education
Boston College 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Caron Engineering Inc December 2014 - Present
Independent Consultant September 2012 - Present
Columbia Management 2008 - 2012
Columbia Managment 2005 - 2008
Columbia Management 2004 - 2005
Columbia Management (Liberty Financial) 1999 - 2004
Columbia Management (Liberty Financial) 1996 - 1999
Colonial Investment Services 1993 - 1996
Liberty Financial September 1992 - August 1993
WMSX, WCEG Radio June 1990 - August 1992
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Investments, Series 24, Alternative Investments, Asset Allocation, Series 6, Asset Managment, Wealth Management, Investment Strategies, FINRA, Securities, Asset Management, Fixed Income, 401k, Series 65, Uniform Combined State..., Retirement, Investment Management, Retirement Planning
Education
Boston College 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Jared Hokanson Jared Hokanson's Liberty Financial Experience April 2003 - June 2006
Job Principal Broker at Hokanson Realty
Industry Real Estate
Experience
Hokanson Realty March 2014 - Present
RE/MAX Platinum June 2006 - February 2011
Liberty Financial April 2003 - June 2006
Skills
Real Estate, Foreclosures, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, Investment Properties, Single Family Homes, Selling, Customer Service, REO, Team Building, Condos, Entrepreneurship, Relocation, Contract Negotiation, Investors, Sales, Residential Homes, Listings, Real Estate Transactions, Referrals, New Home Sales, Small Business, 1031 Exchanges, Real Property, SFR
Education
Brigham Young University 1987 — 1995
Advertising, Business
Hokanson Realty March 2014 - Present
RE/MAX Platinum June 2006 - February 2011
Liberty Financial April 2003 - June 2006
Skills
Real Estate, Foreclosures, Short Sales, First Time Home Buyers, Sellers, Buyer Representation, Investment Properties, Single Family Homes, Selling, Customer Service, REO, Team Building, Condos, Entrepreneurship, Relocation, Contract Negotiation, Investors, Sales, Residential Homes, Listings, Real Estate Transactions, Referrals, New Home Sales, Small Business, 1031 Exchanges, Real Property, SFR
Education
Brigham Young University 1987 — 1995
Advertising, Business
Barbara Beck-Azar Barbara Beck-Azar's Liberty Financial Experience 2013 - 2013
Job Life Coach: Creative, Christian, Anyone!
Industry Fine Art
Experience
Amalgamarts 1987 - Present
Liberty Financial 2013 - 2013
Avon Products, Inc. June 2002 - May 2010
artwanted.com 1997 - 2010
Integrity Graphics 1997 - 2003
America Online 2001 - 2002
Team Tech / Applied Theory November 1999 - April 2001
Golfsmith International, Inc. 1997 - 1999
Harcourt November 1997 - June 1998
Steck-Vaughn 1997 - 1998
Skills
Illustrator, Photoshop, InDesign, Dreamweaver, QuarkXPress, Calligraphy, Oil Painting, Watercolor, Illustration, Brand Identity..., Project Management, Newspapaer Advertising, Graphic Design, Desktop Publishing, Advertising, Art, Blogging, Photography, Publishing, Logo Design, Art Direction, Drawing, Painting, Graphics, Web Design, Brochures, Leadership, Brand Development, Marketing, Fine Art, Mac, Digital Photography, Adobe Creative Suite, Creative Writing, Layout, Creative Direction, Magazines, Business Cards, Books, Catalogs, Mixed Media, Adobe Acrobat, Event Planning, Visual Arts, Posters, Acrylic, Packaging, Brand Management, Image Manipulation, Acrylic Painting
Education
Liberty University 2013 — 2015
Bachelor's Degree, Psychology: Military Resilienc, Christian Counseling, 4.0
Argosy University Chicago 2012 — 2013
Bachelor of Arts (BA), Pschology, 4.0
UNM Community College 1976 — 1978
none, Fine Art/Calligraphy
Manzano High School 1972 — 1974
Amalgamarts 1987 - Present
Liberty Financial 2013 - 2013
Avon Products, Inc. June 2002 - May 2010
artwanted.com 1997 - 2010
Integrity Graphics 1997 - 2003
America Online 2001 - 2002
Team Tech / Applied Theory November 1999 - April 2001
Golfsmith International, Inc. 1997 - 1999
Harcourt November 1997 - June 1998
Steck-Vaughn 1997 - 1998
Skills
Illustrator, Photoshop, InDesign, Dreamweaver, QuarkXPress, Calligraphy, Oil Painting, Watercolor, Illustration, Brand Identity..., Project Management, Newspapaer Advertising, Graphic Design, Desktop Publishing, Advertising, Art, Blogging, Photography, Publishing, Logo Design, Art Direction, Drawing, Painting, Graphics, Web Design, Brochures, Leadership, Brand Development, Marketing, Fine Art, Mac, Digital Photography, Adobe Creative Suite, Creative Writing, Layout, Creative Direction, Magazines, Business Cards, Books, Catalogs, Mixed Media, Adobe Acrobat, Event Planning, Visual Arts, Posters, Acrylic, Packaging, Brand Management, Image Manipulation, Acrylic Painting
Education
Liberty University 2013 — 2015
Bachelor's Degree, Psychology: Military Resilienc, Christian Counseling, 4.0
Argosy University Chicago 2012 — 2013
Bachelor of Arts (BA), Pschology, 4.0
UNM Community College 1976 — 1978
none, Fine Art/Calligraphy
Manzano High School 1972 — 1974
Ewelina Swierczek's Liberty Financial Experience 2004 - 2005
Job Bookkeeping Services, QB Pro Advisor
Industry Financial Services
Experience
Avrio Logistics January 2008 - August 2013
All Saints Episcopal Day School 2006 - 2008
Mobile Media 2005 - 2006
Liberty Financial 2004 - 2005
Med Pointe Healthcare January 2001 - January 2003
Skills
General Ledger, Cash Management, Cash Flow, Financial Reporting, Accounts Receivable, Accounts Payable, Quickbooks, Payroll, Reconciliation, Consolidation, Budgeting, Balance, Reconciliations, Expenses, Payroll Processing, Payroll Taxes, Bookkeeping, Invoicing, Billing, P&L, Mac OS X, Microsoft Office, Budgets, Account Reconciliation, Executive Management, Logistics, Transportation, Real Estate, Management, Inventory Management, Inventory Control, Purchasing, Business Planning, Auditing, Process Improvement, Small Business, Warehouse Management, Pricing, Warehousing, Supply Chain..., 3PL, Operations Management, Supply Chain, Financial Statements, Forecasting, Negotiation, OS X, Physical Inventory, Year-end Close, QuickBooks
Education
Middlesex County College
AA Degree, Accounting
Avrio Logistics January 2008 - August 2013
All Saints Episcopal Day School 2006 - 2008
Mobile Media 2005 - 2006
Liberty Financial 2004 - 2005
Med Pointe Healthcare January 2001 - January 2003
Skills
General Ledger, Cash Management, Cash Flow, Financial Reporting, Accounts Receivable, Accounts Payable, Quickbooks, Payroll, Reconciliation, Consolidation, Budgeting, Balance, Reconciliations, Expenses, Payroll Processing, Payroll Taxes, Bookkeeping, Invoicing, Billing, P&L, Mac OS X, Microsoft Office, Budgets, Account Reconciliation, Executive Management, Logistics, Transportation, Real Estate, Management, Inventory Management, Inventory Control, Purchasing, Business Planning, Auditing, Process Improvement, Small Business, Warehouse Management, Pricing, Warehousing, Supply Chain..., 3PL, Operations Management, Supply Chain, Financial Statements, Forecasting, Negotiation, OS X, Physical Inventory, Year-end Close, QuickBooks
Education
Middlesex County College
AA Degree, Accounting
Doug Pineda Doug Pineda's Liberty Financial Experience 2002 - 2005
Job SPEAKER | AUTHOR | COACH
Industry Professional Training & Coaching
Experience
High Performance Coaching & Training 2013 - Present
Doug Pineda, Business & Marketing Strategist 2007 - Present
Independent Consultant 1993 - Present
HBM 2007 - Present
Bigfoot Roadtrip - The Movie 2013 - Present
Wells Fargo Home Mortgage 2006 - 2007
Wells Fargo Home Mortgage 2003 - 2006
Liberty Financial 2002 - 2005
IBM 2001 - 2002
Ecological Systems, Inc. 1996 - 2001
Skills
Public Speaking, Marketing, Start-ups, Entrepreneurship, Leadership, Real Estate, Mortgage Lending, Business Development, Lifestyle Coaching
Education
Art Institute of Colorado
Associate of Arts (A.A.)
High Performance Coaching & Training 2013 - Present
Doug Pineda, Business & Marketing Strategist 2007 - Present
Independent Consultant 1993 - Present
HBM 2007 - Present
Bigfoot Roadtrip - The Movie 2013 - Present
Wells Fargo Home Mortgage 2006 - 2007
Wells Fargo Home Mortgage 2003 - 2006
Liberty Financial 2002 - 2005
IBM 2001 - 2002
Ecological Systems, Inc. 1996 - 2001
Skills
Public Speaking, Marketing, Start-ups, Entrepreneurship, Leadership, Real Estate, Mortgage Lending, Business Development, Lifestyle Coaching
Education
Art Institute of Colorado
Associate of Arts (A.A.)
Bill McAndrew, Senior Vice President's Liberty Financial Experience January 1990 - January 1995
Job My highest priority is sustaining my clients’ trust and confidence in helping them obtain their financial objectives.
Industry Financial Services
Experience
Fidelity Asset Management Services 2000 - Present
Wachovia Securities, LLC 1998 - 2001
Bank of America 1996 - 1998
Summit Financial Services January 1995 - January 1996
Liberty Financial January 1990 - January 1995
Skills
Retirement Planning, Investments, Insurance, Investment Advisory, Asset Management, Asset Managment, Financial Services, Estate Planning, Finance, Financial Advisory, Portfolio Management, Securities
Education
PBA Advance School of Trust @ Bucknell University 1985 — 1987
Penna. Advance School Trust, Advanced studies in Retail Trust Services and investment management
College of Financial Planning (CFP) 1983 — 1987
CFP, Certified Financial Planner
PBA Advance School of Banking @ Bucknell University 1982 — 1984
Penna Advance School of Banking, Advance Studied in Commercial Bank management
Penn State University 1976 — 1980
BS- Finance, Finance & Economics
Fidelity Asset Management Services 2000 - Present
Wachovia Securities, LLC 1998 - 2001
Bank of America 1996 - 1998
Summit Financial Services January 1995 - January 1996
Liberty Financial January 1990 - January 1995
Skills
Retirement Planning, Investments, Insurance, Investment Advisory, Asset Management, Asset Managment, Financial Services, Estate Planning, Finance, Financial Advisory, Portfolio Management, Securities
Education
PBA Advance School of Trust @ Bucknell University 1985 — 1987
Penna. Advance School Trust, Advanced studies in Retail Trust Services and investment management
College of Financial Planning (CFP) 1983 — 1987
CFP, Certified Financial Planner
PBA Advance School of Banking @ Bucknell University 1982 — 1984
Penna Advance School of Banking, Advance Studied in Commercial Bank management
Penn State University 1976 — 1980
BS- Finance, Finance & Economics
Tom Pease Tom Pease's Liberty Financial Experience 1997 - 1998
Job Commercial FleetLease Sales at Manheim
Industry Marketing and Advertising
Experience
Cox Enterprises - Manheim May 2011 - Present
Cox Enterprises - Manheim June 2010 - May 2011
Consumer Source, Inc. April 2009 - June 2010
Cox Enterprises 1999 - 2008
Liberty Financial 1997 - 1998
New York Life 1993 - 1997
First Security Corporation 1988 - 1993
Skills
Account Management, New Business Development, Customer Retention, B2B, Salesforce.com, Lead Generation, Sales Management, Sales, Customer Satisfaction, Sales Presentations, Sales Process, Advertising, Cold Calling, Customer Service, Team Building, Negotiation, Marketing, Online Advertising, Building Relationships
Education
Northeastern University 1981 — 1988
BS, Criminal Justice
Watertown High School 1978 — 1981
Cox Enterprises - Manheim May 2011 - Present
Cox Enterprises - Manheim June 2010 - May 2011
Consumer Source, Inc. April 2009 - June 2010
Cox Enterprises 1999 - 2008
Liberty Financial 1997 - 1998
New York Life 1993 - 1997
First Security Corporation 1988 - 1993
Skills
Account Management, New Business Development, Customer Retention, B2B, Salesforce.com, Lead Generation, Sales Management, Sales, Customer Satisfaction, Sales Presentations, Sales Process, Advertising, Cold Calling, Customer Service, Team Building, Negotiation, Marketing, Online Advertising, Building Relationships
Education
Northeastern University 1981 — 1988
BS, Criminal Justice
Watertown High School 1978 — 1981
Rick Pitten, CFA Rick Pitten, CFA's Liberty Financial Experience 1995 - 2001
Job Senior Quantitative Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management January 2009 - Present
Columbia Management June 1996 - Present
Liberty Financial 1995 - 2001
Colonial Management Associates 1988 - 1996
Colonial Management 1988 - 1996
Skills
Equities, Bloomberg, Quantitative Research, Equity Research, Alternative Investments, Asset Managment, Asset Management
Education
Northeastern University - Graduate School of Business Administration 1992 — 1996
Master of Business Administration (MBA)
Bowling Green State University 1982 — 1986
BS BA, Business
Columbia Threadneedle Investments, US November 2014 - Present
Columbia Management January 2009 - Present
Columbia Management June 1996 - Present
Liberty Financial 1995 - 2001
Colonial Management Associates 1988 - 1996
Colonial Management 1988 - 1996
Skills
Equities, Bloomberg, Quantitative Research, Equity Research, Alternative Investments, Asset Managment, Asset Management
Education
Northeastern University - Graduate School of Business Administration 1992 — 1996
Master of Business Administration (MBA)
Bowling Green State University 1982 — 1986
BS BA, Business
Mary Moy-Ng Mary Moy-Ng's Liberty Financial Experience July 1989 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
Orchard Brands December 2014 - Present
Osram Sylvania May 2014 - December 2014
John Hancock Life Insurance (USA) May 2006 - May 2013
Winter Wyman/Boston Generating February 2005 - April 2006
Liberty Financial July 1989 - January 2001
Skills
Accounts Receivable, Accounts Payable, Customer Service, General Ledger, Financial Reporting, Stock Option, Payroll, Treasury Accounting, Cognos ReportNet, Accounting, Cash Management, Finance, Invoicing, Financial Analysis, Account Reconciliation, Financial Statements, Microsoft Excel, Auditing
Education
Newbury College
Associate's degree, Management
Orchard Brands December 2014 - Present
Osram Sylvania May 2014 - December 2014
John Hancock Life Insurance (USA) May 2006 - May 2013
Winter Wyman/Boston Generating February 2005 - April 2006
Liberty Financial July 1989 - January 2001
Skills
Accounts Receivable, Accounts Payable, Customer Service, General Ledger, Financial Reporting, Stock Option, Payroll, Treasury Accounting, Cognos ReportNet, Accounting, Cash Management, Finance, Invoicing, Financial Analysis, Account Reconciliation, Financial Statements, Microsoft Excel, Auditing
Education
Newbury College
Associate's degree, Management
Suzanne Filbey Suzanne Filbey's Liberty Financial Experience 1992 - 1995
Job OrtonGillingham reading tutor at Shady Hill School
Industry Education Management
Experience
Shady Hill School October 2010 - Present
home February 2002 - Present
Liberty Financial 1992 - 1995
The Putnam Companies May 1982 - June 1992
Skills
Literacy, Teaching, Non-profits, Special Education, Tutoring, Nonprofits, Curriculum Development, Leadership, Program Development
Education
University of Michigan 1976 — 1979
B.A., Psychology
Shady Hill School October 2010 - Present
home February 2002 - Present
Liberty Financial 1992 - 1995
The Putnam Companies May 1982 - June 1992
Skills
Literacy, Teaching, Non-profits, Special Education, Tutoring, Nonprofits, Curriculum Development, Leadership, Program Development
Education
University of Michigan 1976 — 1979
B.A., Psychology
Lisa Olivia's Liberty Financial Experience 1994 - 1997
Job Global Director | Talent Management | Knowledge Management | Human Resources
Industry Consumer Goods
Experience
BMW Group Designworks 2011 - Present
Travel & Study Sabbatical 2010 - 2011
Nike, Inc. 1998 - 2010
BBN Technologies 1996 - 1997
Liberty Financial 1994 - 1997
Skills
Talent Management, Human Resources, Workforce Planning, Consumer Products, Career Development, Personnel Management, Financial Services, Knowledge Management, Energy, Global Talent..., Talent Acquisition, Sourcing, Technical Recruiting, Footwear, Employer Branding, Applicant Tracking..., College Recruiting, HRIS, Deferred Compensation, Onboarding, Employee Engagement, Management, Performance Management, Succession Planning
Education
Bentley University
Human Resources Certificate Course
Bowling Green State University
BA, Psychology
BMW Group Designworks 2011 - Present
Travel & Study Sabbatical 2010 - 2011
Nike, Inc. 1998 - 2010
BBN Technologies 1996 - 1997
Liberty Financial 1994 - 1997
Skills
Talent Management, Human Resources, Workforce Planning, Consumer Products, Career Development, Personnel Management, Financial Services, Knowledge Management, Energy, Global Talent..., Talent Acquisition, Sourcing, Technical Recruiting, Footwear, Employer Branding, Applicant Tracking..., College Recruiting, HRIS, Deferred Compensation, Onboarding, Employee Engagement, Management, Performance Management, Succession Planning
Education
Bentley University
Human Resources Certificate Course
Bowling Green State University
BA, Psychology
Russ Liberty Russ Liberty's Liberty Financial Experience March 1991 - October 2006
Job Owner at Northern Colorado Financial Services
Industry Food & Beverages
Experience
Northern Colorado Financial Services March 2014 - Present
Northern Colorado Financial Services June 1991 - Present
Nordy's August 2008 - July 2013
Norlarco Credit Union 2007 - 2008
Liberty Financial March 1991 - October 2006
Skills
Budgets, Accounting, Strategic Financial..., Customer Service, Banking, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Sales, Sales Management, Direct Sales, Account Management, Team Building, Problem Solving, Credit, Training, Leadership, Event Planning, Business Planning, Hospitality, Marketing, Public Speaking, Food, Coaching, Restaurants, Time Management, Purchasing
Education
California State University-Fullerton - College of Business and Economics 1983 — 1988
BA Business, Finance
Northern Colorado Financial Services March 2014 - Present
Northern Colorado Financial Services June 1991 - Present
Nordy's August 2008 - July 2013
Norlarco Credit Union 2007 - 2008
Liberty Financial March 1991 - October 2006
Skills
Budgets, Accounting, Strategic Financial..., Customer Service, Banking, Microsoft Office, Strategic Planning, Microsoft Excel, Microsoft Word, Sales, Sales Management, Direct Sales, Account Management, Team Building, Problem Solving, Credit, Training, Leadership, Event Planning, Business Planning, Hospitality, Marketing, Public Speaking, Food, Coaching, Restaurants, Time Management, Purchasing
Education
California State University-Fullerton - College of Business and Economics 1983 — 1988
BA Business, Finance
Chris Rapp Chris Rapp's Liberty Financial Experience May 2001 - March 2003
Job President at RBC Contractor Services
Industry Real Estate
Experience
RBC Contractor Services July 2010 - Present
SJP Properties February 2010 - Present
CBR Investments LLC October 2007 - Present
Consumer Contact Company August 1998 - October 2009
Patriot Mortgage and Lending LLC April 2004 - August 2007
Liberty Financial May 2001 - March 2003
Education
Columbia College 2001 — 2003
Business Administration
Parkway West High 1996 — 1999
RBC Contractor Services July 2010 - Present
SJP Properties February 2010 - Present
CBR Investments LLC October 2007 - Present
Consumer Contact Company August 1998 - October 2009
Patriot Mortgage and Lending LLC April 2004 - August 2007
Liberty Financial May 2001 - March 2003
Education
Columbia College 2001 — 2003
Business Administration
Parkway West High 1996 — 1999
Terrance Dugan, MBA, PMP, CSM Terrance Dugan, MBA, PMP, CSM's Liberty Financial Experience 1993 - 1997
Job Senior Project Manager at Salesforce
Industry Information Technology and Services
Experience
Salesforce October 2014 - Present
Oracle 2005 - October 2014
Health Dialog 2002 - 2005
Siebel Systems 2000 - 2002
KPMG 1997 - 2000
Liberty Financial 1993 - 1997
Ross Systems 1990 - 1993
Skills
Siebel, SaaS, Program Management, Oracle E-Business Suite, Agile, Certified Scrum Master..., Scrum, CRM software, CRM OnDemand, Project Management, COTS, Use Cases, User Stories, Solution Design, Life Sciences, Media, Telco, Insurance, Healthcare IT, Financial Systems, Mentoring, Coaching, Solution Architecture, CRM, Quality Assurance, Agile Methodologies, Health Insurance..., Integration, Business Intelligence, Business Analysis, Enterprise Architecture, SOA, Health Information..., Enterprise Software, Management, Business Requirements, SDLC, Software Project..., Healthcare Information..., Leadership
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Information Systems
Boston College 1987 — 1990
BA, Computer Science
Reading Memorial High School 1982 — 1985
Salesforce October 2014 - Present
Oracle 2005 - October 2014
Health Dialog 2002 - 2005
Siebel Systems 2000 - 2002
KPMG 1997 - 2000
Liberty Financial 1993 - 1997
Ross Systems 1990 - 1993
Skills
Siebel, SaaS, Program Management, Oracle E-Business Suite, Agile, Certified Scrum Master..., Scrum, CRM software, CRM OnDemand, Project Management, COTS, Use Cases, User Stories, Solution Design, Life Sciences, Media, Telco, Insurance, Healthcare IT, Financial Systems, Mentoring, Coaching, Solution Architecture, CRM, Quality Assurance, Agile Methodologies, Health Insurance..., Integration, Business Intelligence, Business Analysis, Enterprise Architecture, SOA, Health Information..., Enterprise Software, Management, Business Requirements, SDLC, Software Project..., Healthcare Information..., Leadership
Education
Suffolk University - Sawyer Business School 2003 — 2004
MBA, Information Systems
Boston College 1987 — 1990
BA, Computer Science
Reading Memorial High School 1982 — 1985
Olivia Hughes's Liberty Financial Experience May 2013 - August 2013
Job Journalism and Psychology Undergradute
Industry Broadcast Media
Experience
Boston University September 2015 - Present
BUTV10 September 2015 - Present
WBUR October 2014 - Present
Red Sox Team Store March 2013 - September 2015
Fugakyu Japanese Cuisine March 2015 - May 2015
KIIS-FM Los Angeles, Clear Channel Media + Entertainment May 2014 - August 2014
WTBU at Boston University September 2013 - December 2013
Liberty Financial May 2013 - August 2013
Skills
Volunteering, Team Leadership, Microsoft Word, Public Speaking, Social Media, PowerPoint, Microsoft Office, Facebook, Customer Service
Education
Boston University 2012 — 2016
Bachelor of Science (BS) and Bachelor of Arts (BA), Journalism and Psychology, Junior
Boston University September 2015 - Present
BUTV10 September 2015 - Present
WBUR October 2014 - Present
Red Sox Team Store March 2013 - September 2015
Fugakyu Japanese Cuisine March 2015 - May 2015
KIIS-FM Los Angeles, Clear Channel Media + Entertainment May 2014 - August 2014
WTBU at Boston University September 2013 - December 2013
Liberty Financial May 2013 - August 2013
Skills
Volunteering, Team Leadership, Microsoft Word, Public Speaking, Social Media, PowerPoint, Microsoft Office, Facebook, Customer Service
Education
Boston University 2012 — 2016
Bachelor of Science (BS) and Bachelor of Arts (BA), Journalism and Psychology, Junior
Paula Kirk Paula Kirk's Liberty Financial Experience 1984 - 1995
Job Producer at Mystic Artists Film Productions
Industry Entertainment
Experience
Mystic Artists Film Productions March 2012 - Present
Mystic Artists Film Productions January 2010 - March 2012
Mystic Artists Film Productions November 1997 - January 2010
Liberty Financial Services 1984 - 1995
Liberty Financial 1984 - 1995
Skills
Microsoft Office, Social Networking, Marketing, Community Outreach, Media Relations
Education
Katie Gibbs School 1981 — 1982
Boston Latin School 1976 — 1981
Mystic Artists Film Productions March 2012 - Present
Mystic Artists Film Productions January 2010 - March 2012
Mystic Artists Film Productions November 1997 - January 2010
Liberty Financial Services 1984 - 1995
Liberty Financial 1984 - 1995
Skills
Microsoft Office, Social Networking, Marketing, Community Outreach, Media Relations
Education
Katie Gibbs School 1981 — 1982
Boston Latin School 1976 — 1981
Lisa Cumes's Liberty Financial Experience April 2006 - March 2008
Job Director of Leadership Development
Industry Nonprofit Organization Management
Experience
Hope Unlimited January 2015 - Present
FanBank February 2015 - Present
FanBank January 2014 - February 2015
Firebrand Live Ltd March 2013 - February 2014
SmartSource July 2008 - December 2013
YOW! Developer Conference October 2008 - April 2013
Swipe Conferences 2011 - 2011
Dave Thomas - Bedarra Research Labs October 2008 - December 2009
Liberty Financial April 2006 - March 2008
Deloitte February 2005 - March 2006
Skills
Vendor Management, Training, Business Development, Organizational..., Cloud Computing, Team Leadership, Social Media, Project Management, Event Management, Business Networking, Databases, Team Management, HTML, Leadership, Time Management, E-commerce, Entrepreneurship, Start-ups, Agile Methodologies, Sponsorship, Strategy, Budgets, Event Planning, CRM
Education
Liberty University 1992 — 1997
BS, Business, Economics
Founder Institute 2012 — 2012
Graduate, Entrepreneurship/Entrepreneurial Studies
Lockport High School 1988 — 1992
High School
State University of New York College at Buffalo 2000 — 2002
Certification, Secondary Education-Social Studies
Hope Unlimited January 2015 - Present
FanBank February 2015 - Present
FanBank January 2014 - February 2015
Firebrand Live Ltd March 2013 - February 2014
SmartSource July 2008 - December 2013
YOW! Developer Conference October 2008 - April 2013
Swipe Conferences 2011 - 2011
Dave Thomas - Bedarra Research Labs October 2008 - December 2009
Liberty Financial April 2006 - March 2008
Deloitte February 2005 - March 2006
Skills
Vendor Management, Training, Business Development, Organizational..., Cloud Computing, Team Leadership, Social Media, Project Management, Event Management, Business Networking, Databases, Team Management, HTML, Leadership, Time Management, E-commerce, Entrepreneurship, Start-ups, Agile Methodologies, Sponsorship, Strategy, Budgets, Event Planning, CRM
Education
Liberty University 1992 — 1997
BS, Business, Economics
Founder Institute 2012 — 2012
Graduate, Entrepreneurship/Entrepreneurial Studies
Lockport High School 1988 — 1992
High School
State University of New York College at Buffalo 2000 — 2002
Certification, Secondary Education-Social Studies
Christopher Collyer's Liberty Financial Experience March 1997 - March 2000
Job Director, Participant Engagement at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors March 2000 - Present
Liberty Financial March 1997 - March 2000
Blue Cross Blue Shield of Massachusetts October 1991 - February 1997
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 6, Investments, Series 7, Insurance, Retirement, Securities, 401k, Series 24, Investment Advisory, Series 66, Variable Annuities, 403 b, CRPS, CRPC, CMFC
Education
Emmanuel College
Bachelor of Science (B.S.), Business Administration
Lincoln Financial Advisors March 2000 - Present
Liberty Financial March 1997 - March 2000
Blue Cross Blue Shield of Massachusetts October 1991 - February 1997
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 6, Investments, Series 7, Insurance, Retirement, Securities, 401k, Series 24, Investment Advisory, Series 66, Variable Annuities, 403 b, CRPS, CRPC, CMFC
Education
Emmanuel College
Bachelor of Science (B.S.), Business Administration
Peter Bonnell Peter Bonnell's Liberty Financial Experience September 1992 - June 1993
Job Independent Investment Advisor
Industry Financial Services
Experience
Annuity and Retirment Services February 2009 - Present
Investors Union November 2001 - February 2009
National City Bank March 2000 - November 2001
MDS Bankmark July 1995 - February 2000
MDS Bankmark June 1993 - July 1995
Liberty Financial September 1992 - June 1993
Skills
Sales Management, Securities, Database Marketing, Training, Microsoft Office, Microsoft Word, Microsoft Excel, Autodesk Software, Sales Training, Marketing, Selling Skills, Leadership, Investments, Business Planning, Management, Sales, Insurance, New Business Development, Finance, Direct Marketing, Mergers & Acquisitions, Program Management, Salesforce.com, Analysis, Business Development, Strategic Planning, Marketing Strategy, Strategy, Competitive Analysis
Education
The University of Akron
Business Administration/Marketing
Stow Senior High School
Annuity and Retirment Services February 2009 - Present
Investors Union November 2001 - February 2009
National City Bank March 2000 - November 2001
MDS Bankmark July 1995 - February 2000
MDS Bankmark June 1993 - July 1995
Liberty Financial September 1992 - June 1993
Skills
Sales Management, Securities, Database Marketing, Training, Microsoft Office, Microsoft Word, Microsoft Excel, Autodesk Software, Sales Training, Marketing, Selling Skills, Leadership, Investments, Business Planning, Management, Sales, Insurance, New Business Development, Finance, Direct Marketing, Mergers & Acquisitions, Program Management, Salesforce.com, Analysis, Business Development, Strategic Planning, Marketing Strategy, Strategy, Competitive Analysis
Education
The University of Akron
Business Administration/Marketing
Stow Senior High School
Paula Clasby's Liberty Financial Experience 1987 - 1998
Job Law Firm Management
Industry Legal Services
Experience
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Nelson Mullins November 2012 - Present
eSecLending September 2012 - November 2012
Northeastern University March 2012 - August 2012
Bernkopf Goodman llp December 2011 - August 2012
Abbott Personnel August 2011 - April 2012
Bingham McCutchen LLP 2006 - 2011
Boston Financial Data Services 2004 - 2006
MFS Investment Management 1998 - 2003
Liberty Financial 1987 - 1998
Liberty Financial 1987 - 1998
Skills
Compensation, Employee Relations, Performance Management, Organizational Design, Legal Compliance, Business Partner..., Reductions in Force, Strategic Staffing, Project Management, Staff Management, HR Metrics, Team Building, Change Management, Human Resources, Onboarding, Law Firm Administration, Operations Management, Recruiting, Talent Acquisition, Personnel Management, Leadership Development, Management, Policy, Organizational..., Mergers & Acquisitions, Leadership, Deferred Compensation, Career Development, Payroll
Education
Bentley College
Certificate, Human Resources Management
Suffolk University
Bachelors of Science, magna cum laude
Aquinas Junior College
Associates Degree, Secretarial Science
Fontbonne Academy, Milton, MA
Joe Archer's Liberty Financial Experience 1985 - 2000
Job Director, IT at Victorville Community Hospital
Industry Financial Services
Experience
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Victorville Community Hospital January 2009 - Present
Avalon Properties May 2002 - January 2009
Merrill Lynch September 2000 - May 2002
Liberty Financial 1985 - 2000
Liberty Funds Group 1985 - 2000
Columbia Management Group/Liberty Fund Services/Bank of America 1985 - 2000
Colonial Management Associates 1985 - 2000
Education
Indiana University—Purdue University Fort Wayne 1971 — 1974
Scott Grossman, MBA PMP's Liberty Financial Experience 1994 - 1998
Job Project Manager with MBA & PMP has 10+ years of experience with financial software implementation & development projects
Industry Financial Services
Experience
D+H September 2010 - Present
Innoprise Software August 2007 - September 2010
Fetter Logic June 2006 - August 2007
ADP/SIS April 1998 - June 2006
Liberty Financial 1994 - 1998
Skills
Process Improvement, Vendor Management, Business Process, Software Project..., Project Management, PMP, Software Implementation, Project Portfolio..., Requirements Analysis, Resource Management, PowerPoint, MS Project, SharePoint, Visio, Microsoft Excel, Microsoft Word, Change Management, ERP Implementations, Integration, Business Requirements, Program Management, Requirements Gathering, Financial Services, Analysis, Software Development, Quality Assurance, Management, ERP, Strategy
Education
University of Colorado at Denver 1997 — 1999
MBA, Business Administration and Management, General
Purdue University 1989 — 1993
Public Relations, Public Relations, Advertising, and Applied Communication
D+H September 2010 - Present
Innoprise Software August 2007 - September 2010
Fetter Logic June 2006 - August 2007
ADP/SIS April 1998 - June 2006
Liberty Financial 1994 - 1998
Skills
Process Improvement, Vendor Management, Business Process, Software Project..., Project Management, PMP, Software Implementation, Project Portfolio..., Requirements Analysis, Resource Management, PowerPoint, MS Project, SharePoint, Visio, Microsoft Excel, Microsoft Word, Change Management, ERP Implementations, Integration, Business Requirements, Program Management, Requirements Gathering, Financial Services, Analysis, Software Development, Quality Assurance, Management, ERP, Strategy
Education
University of Colorado at Denver 1997 — 1999
MBA, Business Administration and Management, General
Purdue University 1989 — 1993
Public Relations, Public Relations, Advertising, and Applied Communication
Daniel Rie's Liberty Financial Experience 1986 - 1997
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Q Group 1990 - 2000
Liberty Financial 1986 - 1997
Skills
R, Asset Managment, Investments, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Capital Markets, Alternative Investments, Financial Modeling, Asset Management
Education
Massachusetts Institute of Technology 1960 — 1974
The Q Group 1990 - 2000
Liberty Financial 1986 - 1997
Skills
R, Asset Managment, Investments, Mutual Funds, Equities, Portfolio Management, Hedge Funds, Capital Markets, Alternative Investments, Financial Modeling, Asset Management
Education
Massachusetts Institute of Technology 1960 — 1974
Brett Wilson CFP®'s Liberty Financial Experience 1987 - 1997
Job Financial Advisor at Securities America Advisors, Inc.
Industry Financial Services
Experience
Securities America Advisors, Inc. September 1999 - Present
Legacy Partners Financial Group April 1997 - Present
It's Your Turn Games, LLC October 2007 - Present
Liberty Financial 1987 - 1997
Skills
Retirement, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Finance, Portfolio Management, Series 7, Investment Advisory, Strategic Financial..., Wealth, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Estate Planning
Education
University of Northern Colorado 1976 — 1980
BS, Business / Accounting
Securities America Advisors, Inc. September 1999 - Present
Legacy Partners Financial Group April 1997 - Present
It's Your Turn Games, LLC October 2007 - Present
Liberty Financial 1987 - 1997
Skills
Retirement, Financial Advisory, Retirement Planning, Securities, 401k, Financial Services, Finance, Portfolio Management, Series 7, Investment Advisory, Strategic Financial..., Wealth, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Estate Planning
Education
University of Northern Colorado 1976 — 1980
BS, Business / Accounting
Carrie Rogers's Liberty Financial Experience October 2002 - Present
Job Sales Assistant at Liberty Financial
Industry Real Estate
Experience
Liberty Financial October 2002 - Present
McJames Mortgage Corp. 2002 - Present
NRT, Inc. January 1999 - September 2002
Skills
Sales, Investment Properties, Real Estate, First Time Home Buyers, Customer Service, Strategic Planning, REO, Management
Education
Saddleback College 1998 — 2007
aliso niguel
Liberty Financial October 2002 - Present
McJames Mortgage Corp. 2002 - Present
NRT, Inc. January 1999 - September 2002
Skills
Sales, Investment Properties, Real Estate, First Time Home Buyers, Customer Service, Strategic Planning, REO, Management
Education
Saddleback College 1998 — 2007
aliso niguel
Sharon Doherty's Liberty Financial Experience 1993 - 1996
Job School Social Worker/Clinician at CREST (Collaborative Research in Engineering, Science & Technology)
Industry Primary/Secondary Education
Experience
CREST August 2014 - Present
Merrimack Special Education Collaborative April 2010 - August 2014
Shore Educational Collaborative January 2009 - April 2010
NFI - Middleton Detention May 2008 - April 2010
Shore Educational Collaborative November 2003 - August 2007
Harbor Schools and Family Services 2001 - November 2003
Shiva, Avid, I-Cube 1996 - 1998
Liberty Financial 1993 - 1996
Education
Boston College 1999 — 2002
MSW, Social Work
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance
Babson College 1983 — 1987
Bachelor's Degree, Business Administration
CREST August 2014 - Present
Merrimack Special Education Collaborative April 2010 - August 2014
Shore Educational Collaborative January 2009 - April 2010
NFI - Middleton Detention May 2008 - April 2010
Shore Educational Collaborative November 2003 - August 2007
Harbor Schools and Family Services 2001 - November 2003
Shiva, Avid, I-Cube 1996 - 1998
Liberty Financial 1993 - 1996
Education
Boston College 1999 — 2002
MSW, Social Work
D'Amore-McKim School of Business at Northeastern University 1990 — 1992
MBA, Finance
Babson College 1983 — 1987
Bachelor's Degree, Business Administration
Kristin Carroll's Liberty Financial Experience 1993 - 1996
Job Associate Director, IT Medical Business Partner at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec August 2012 - Present
Biogen Idec November 2009 - August 2012
Biogen February 2005 - November 2009
Biogen March 1999 - February 2005
Biogen June 1998 - March 1999
Tri-Counties Regional Center September 1997 - June 1998
Colonial Mutual Funds October 1993 - June 1997
Liberty Mutual Funds 1993 - 1996
Liberty Financial 1993 - 1996
Skills
Resource Management, Cross-functional Team..., Validation, Strategy, Business Analysis, Infrastructure, Governance, Computer System..., Vendor Management, SDLC, Integration, ITIL, Project Management, Process Improvement, Management, Business Process, IT Management, VMware, Program Management, 21 CFR Part 11, IT Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Biogen Idec August 2012 - Present
Biogen Idec November 2009 - August 2012
Biogen February 2005 - November 2009
Biogen March 1999 - February 2005
Biogen June 1998 - March 1999
Tri-Counties Regional Center September 1997 - June 1998
Colonial Mutual Funds October 1993 - June 1997
Liberty Mutual Funds 1993 - 1996
Liberty Financial 1993 - 1996
Skills
Resource Management, Cross-functional Team..., Validation, Strategy, Business Analysis, Infrastructure, Governance, Computer System..., Vendor Management, SDLC, Integration, ITIL, Project Management, Process Improvement, Management, Business Process, IT Management, VMware, Program Management, 21 CFR Part 11, IT Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Victoria Rutledge's Liberty Financial Experience March 1983 - July 1990
Job Independent Law Practice Professional
Industry Law Practice
Experience
Orange County District Attorney 1990 - 1997
Liberty Financial March 1983 - July 1990
Skills
Government, Courts, Appeals, Legal Writing, Trials, Mediation, Legal Research, Corporate Law, Trial Practice, Civil Litigation, Litigation, Civil Rights, Criminal Law, Public Speaking, Criminal Defense, Microsoft Excel, Commercial Litigation, Intellectual Property, Customer Service
Education
Western State University College of Law 1985 — 1989
JD, Law
University of California, Irvine
Orange County District Attorney 1990 - 1997
Liberty Financial March 1983 - July 1990
Skills
Government, Courts, Appeals, Legal Writing, Trials, Mediation, Legal Research, Corporate Law, Trial Practice, Civil Litigation, Litigation, Civil Rights, Criminal Law, Public Speaking, Criminal Defense, Microsoft Excel, Commercial Litigation, Intellectual Property, Customer Service
Education
Western State University College of Law 1985 — 1989
JD, Law
University of California, Irvine
Barbara Knowles's Liberty Financial Experience June 1997 - August 2000
Job Business Intelligence Analyst at Tufts University
Industry Computer Software
Experience
Tufts University September 2012 - Present
CIDC May 2012 - September 2012
Plymouth Rock Assurance October 2010 - May 2012
Arbella Insurance Group July 2006 - September 2010
Blue Cross & Blue Shield of Rhode Island June 2003 - July 2006
John Hancock Funds September 2000 - January 2002
Young Friends of Save Venice, Boston Chapter August 1999 - June 2001
Liberty Financial June 1997 - August 2000
Skills
Data Warehousing, Business Intelligence, Business Objects, SQL, SDLC, Databases, Requirements Analysis, Crystal Reports, Business Analysis, Data Integration, Analytics, XML, Agile Methodologies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
M.B.A., International Management
Columbia University in the City of New York 1988 — 1992
B.A., Soviet Studies
St. Mark's School 1984 — 1988
H.S.
Tufts University September 2012 - Present
CIDC May 2012 - September 2012
Plymouth Rock Assurance October 2010 - May 2012
Arbella Insurance Group July 2006 - September 2010
Blue Cross & Blue Shield of Rhode Island June 2003 - July 2006
John Hancock Funds September 2000 - January 2002
Young Friends of Save Venice, Boston Chapter August 1999 - June 2001
Liberty Financial June 1997 - August 2000
Skills
Data Warehousing, Business Intelligence, Business Objects, SQL, SDLC, Databases, Requirements Analysis, Crystal Reports, Business Analysis, Data Integration, Analytics, XML, Agile Methodologies
Education
Boston College - Wallace E. Carroll Graduate School of Management 1992 — 1994
M.B.A., International Management
Columbia University in the City of New York 1988 — 1992
B.A., Soviet Studies
St. Mark's School 1984 — 1988
H.S.
Sandra Reese's Liberty Financial Experience February 1996 - April 2000
Job Product Manager at Round Table Pizza
Industry Restaurants
Experience
Round Table Pizza July 2007 - Present
Round Table Pizza January 2005 - June 2007
Round Table Pizza March 2002 - December 2004
Round Table Pizza November 2001 - February 2002
Barclays Global Investors January 2001 - October 2001
Barclays Global Investors July 2000 - December 2000
Liberty Financial February 1996 - April 2000
Education
California State University-Long Beach
Bachelor of Arts, Psychology
Round Table Pizza July 2007 - Present
Round Table Pizza January 2005 - June 2007
Round Table Pizza March 2002 - December 2004
Round Table Pizza November 2001 - February 2002
Barclays Global Investors January 2001 - October 2001
Barclays Global Investors July 2000 - December 2000
Liberty Financial February 1996 - April 2000
Education
California State University-Long Beach
Bachelor of Arts, Psychology
Sharon Lenzi's Liberty Financial Experience 1994 - 2002
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Wells Fargo Advisors, LLC October 2005 - Present
Morgan Stanley March 2003 - October 2005
Stein Roe & Farnham 1998 - 2002
Liberty Financial 1994 - 2002
Liberty Funds (Colonial Management) 1994 - 2002
Liberty Financial Group 1994 - 2002
Dupont Pension Fund Investments 1986 - 1994
Bank of Delaware January 1979 - July 1986
Skills
Trading Strategies, Equity Trading, Investments, Wealth Management, Insurance, Strategic Planning, Strategic Financial..., Banking, Customer Service, Analysis, Asset Managment, Asset Allocation, Hedge Funds, Trading, Alternative Investments, Asset Management, Securities, Equities, Mutual Funds, Fixed Income, Portfolio Management, Series 7, Financial Services, Capital Markets, Risk Management, Finance, Series 63, Quantitative Analytics, Investment Strategies, Derivatives, Financial Analysis, Financial Modeling, Retirement Planning
Education
University of Delaware 1981 — 1984
BS, BA Finance
University of Delaware - Lerner College of Business and Economics 1981 — 1984
Bachelor of Science, Finance, General
Michael Koonce's Liberty Financial Experience 1995 - 1998
Job Managing Counsel at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Wells Fargo 2009 - Present
Evergreen Investments 1998 - 2008
Wachovia Corporation 1998 - 2008
Liberty Financial 1995 - 1998
Colonial Management Associates 1992 - 1998
Ropes & Gray 1988 - 1992
Skills
Securities, Mutual Funds, Corporate Governance, Securities Regulation, Asset Managment, Hedge Funds, FINRA, Due Diligence, Investment Management, Investments, Financial Services, Mergers, Private Equity, Capital Markets, Risk Management, Corporate Law, Mergers & Acquisitions, Asset Management, Alternative Investments, AML, Equities, Financial Regulation, Investment Advisory
Education
Northeastern University School of Law 1984 — 1987
JD, Law
Colby College 1978 — 1982
BA, Economics, Administrative Science
Helen Gewargis's Liberty Financial Experience January 2004 - May 2010
Job FX Settlement
Industry Banking
Experience
Wells Fargo Bank International Department contracted through Robert Half International June 2010 - May 2011
Liberty Financial January 2004 - May 2010
Bank of Santa Clara Acquired by Greater Bay Bancorp January 1995 - January 2004
Skills
Risk Management, Credit, Banking, Forecasting, Accounting, Analysis, Budgets, Auditing, Accounts Payable, Account Reconciliation, Microsoft Excel, Management, Invoicing, Cash Management, Software Documentation, Loans, Human Resources, Finance, Customer Satisfaction, PowerPoint, Team Building, Process Improvement, Strategy, Sales
Education
University of Phoenix
Business Management
Wells Fargo Bank International Department contracted through Robert Half International June 2010 - May 2011
Liberty Financial January 2004 - May 2010
Bank of Santa Clara Acquired by Greater Bay Bancorp January 1995 - January 2004
Skills
Risk Management, Credit, Banking, Forecasting, Accounting, Analysis, Budgets, Auditing, Accounts Payable, Account Reconciliation, Microsoft Excel, Management, Invoicing, Cash Management, Software Documentation, Loans, Human Resources, Finance, Customer Satisfaction, PowerPoint, Team Building, Process Improvement, Strategy, Sales
Education
University of Phoenix
Business Management
Patricia Whelan's Liberty Financial Experience 2000 - 2002
Job O D Specialist at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Skills
Healthcare Management, Healthcare, Patient Safety, Hospitals, Organizational..., Healthcare Information...
Education
Northeastern University
M Ed, Counseling/Career Development
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Skills
Healthcare Management, Healthcare, Patient Safety, Hospitals, Organizational..., Healthcare Information...
Education
Northeastern University
M Ed, Counseling/Career Development
Kelly (Clasby) McGurn's Liberty Financial Experience 1992 - 1993
Job Commercial Effectiveness Manager, Instructional Design at Cubist Pharmaceuticals
Industry Pharmaceuticals
Experience
Cubist Pharmaceuticals October 2014 - Present
Shire October 2014 - October 2014
Shire Pharmaceuticals July 2011 - October 2014
Informa Training Partners 2008 - July 2011
Boston Financial Data Services 2007 - 2008
Columbia Management February 1997 - October 2000
Columbia Management October 1993 - October 1997
Liberty Financial 1992 - 1993
Skills
Training, Pharmaceutical Industry, Project Management, Recruiting, Human Resources, Employee Benefits, Budgets, Product Launch, Selling Skills, Employee Training, Biotechnology, Sales Effectiveness, Pharmaceutical Sales, Cardiology, Cross-functional Team..., Sales, Management
Education
Western Governors University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College 1990 — 1992
Associates, Travel & Tourism
Cubist Pharmaceuticals October 2014 - Present
Shire October 2014 - October 2014
Shire Pharmaceuticals July 2011 - October 2014
Informa Training Partners 2008 - July 2011
Boston Financial Data Services 2007 - 2008
Columbia Management February 1997 - October 2000
Columbia Management October 1993 - October 1997
Liberty Financial 1992 - 1993
Skills
Training, Pharmaceutical Industry, Project Management, Recruiting, Human Resources, Employee Benefits, Budgets, Product Launch, Selling Skills, Employee Training, Biotechnology, Sales Effectiveness, Pharmaceutical Sales, Cardiology, Cross-functional Team..., Sales, Management
Education
Western Governors University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Massasoit Community College 1990 — 1992
Associates, Travel & Tourism
Connie Patti's Liberty Financial Experience 1989 - 2001
Job Logistics & Transportation Coordinatorr
Industry Pharmaceuticals
Experience
Novartis Institutes for BioMedical Research August 2012 - Present
Novartis Institutes for BioMedical Research April 2008 - July 2012
Liberty Financial 1989 - 2001
Skills
Strategic Planning, Process Improvement, Project Management, Cross-functional Team..., Ariba, Pharmaceutical Industry, Operations Management, Biotechnology, Outlook, Procurement, Budgets, SharePoint
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management, General
Bentley University 1995 — 1996
Meeting and Event Planning
Katharine Gibbs 1986 — 1987
Executive Secretarial
Novartis Institutes for BioMedical Research August 2012 - Present
Novartis Institutes for BioMedical Research April 2008 - July 2012
Liberty Financial 1989 - 2001
Skills
Strategic Planning, Process Improvement, Project Management, Cross-functional Team..., Ariba, Pharmaceutical Industry, Operations Management, Biotechnology, Outlook, Procurement, Budgets, SharePoint
Education
Eastern Nazarene College
Bachelor’s Degree, Business Administration and Management, General
Bentley University 1995 — 1996
Meeting and Event Planning
Katharine Gibbs 1986 — 1987
Executive Secretarial
Patricia Whelan's Liberty Financial Experience 2000 - 2002
Job OD Specialist at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Education
Northeastern University
MEd., Counseling/CareerDevelopment
UMass Memorial Medical Center 2004 - Present
Self Employed 2002 - 2004
Liberty Financial 2000 - 2002
Self Employed 1998 - 2000
MFS Investment Management 1986 - 1998
Education
Northeastern University
MEd., Counseling/CareerDevelopment
Philip Stack's Liberty Financial Experience March 1998 - November 2001
Job Chief Compliance Officer CGCM Funds at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
Morgan Stanley December 2013 - Present
Morgan Stanley May 2012 - December 2013
Gannett Welsh & Kotler December 2008 - February 2012
Old Mutual (US) Holdings August 2005 - November 2008
Ernst & Young LLP November 2001 - August 2005
John Hancock Life Insurance Company (U.S.A.) June 2003 - July 2004
Liberty Financial March 1998 - November 2001
First Data Corporation 1996 - 1998
Skills
Risk Management, Auditing, Asset Managment, Equities, Fixed Income, Investments, Enterprise Risk..., Financial Analysis, Operational Risk, Portfolio Management, Financial Risk, Derivatives, Financial Modeling, Capital Markets, Internal Audit, AML, Due Diligence, Internal Controls, Asset Management, Mutual Funds, Process Improvement, Finance, Compliance, Investment Management, Valuation, Financial Services, Hedge Funds, Asset Allocation, Trading, Alternative Investments, Securities, Anti Money Laundering
Education
Suffolk University - Sawyer School of Management 1999 — 2003
MBA, Business & Finance, 3.9GPA
Northeastern University 1992 — 1997
BSBA, Accounting
Kelly Decowski's Liberty Financial Experience August 1989 - September 1996
Job Executive Assistant at Charles River Laboratories
Industry Biotechnology
Experience
Charles River Laboratories May 2011 - Present
USI New England June 2006 - December 2010
MFS Investment Management February 1997 - June 2006
Liberty Financial August 1989 - September 1996
Skills
Outlook, Employee Benefits, Training, Recruiting, Healthcare, Leadership, Insurance, Benefits Administration, Customer Service, Marketing, Event Management, Research, Vendor Management, Analysis, Social Media, Management, Process Improvement, Microsoft Office, Account Management, Data Analysis, Proposal Writing, Budgets, Salesforce.com, Change Management, Team Building, Sales, Team Leadership, Employee Relations, Human Resources, PowerPoint, Project Management, Business Development, Strategic Planning
Education
Salem State University
Charles River Laboratories May 2011 - Present
USI New England June 2006 - December 2010
MFS Investment Management February 1997 - June 2006
Liberty Financial August 1989 - September 1996
Skills
Outlook, Employee Benefits, Training, Recruiting, Healthcare, Leadership, Insurance, Benefits Administration, Customer Service, Marketing, Event Management, Research, Vendor Management, Analysis, Social Media, Management, Process Improvement, Microsoft Office, Account Management, Data Analysis, Proposal Writing, Budgets, Salesforce.com, Change Management, Team Building, Sales, Team Leadership, Employee Relations, Human Resources, PowerPoint, Project Management, Business Development, Strategic Planning
Education
Salem State University
Don Albonesi's Liberty Financial Experience July 1996 - December 2001
Job Human Resources Executive
Industry Financial Services
Experience
Collier County Government 2002 - 2009
Liberty Financial July 1996 - December 2001
Baybank 1993 - 1996
The Boston Company 1991 - 1993
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, Human Resources
College of the Holy Cross 1965 — 1965
BA, Math
Collier County Government 2002 - 2009
Liberty Financial July 1996 - December 2001
Baybank 1993 - 1996
The Boston Company 1991 - 1993
Education
University of Pennsylvania - The Wharton School 1969 — 1971
MBA, Human Resources
College of the Holy Cross 1965 — 1965
BA, Math
Kent Ryan Martin's Liberty Financial Experience November 2002 - 2003
Job Cashier at Goodwill Industries of Denver
Industry Retail
Experience
Goodwill Industries of Denver April 2015 - Present
Western Parking Management August 2014 - May 2015
Shotgun Willies January 2011 - June 2014
Sears Holdings Corporation May 2012 - November 2013
Truman's Bar And Grill November 2004 - August 2010
Americall Group, Inc. May 1998 - June 2004
Liberty Financial November 2002 - 2003
Columbia Daily Tribune March 2000 - November 2002
Skills
Interpersonal..., Organization &..., Troubleshooting, Problem Solving, Online Research, Client Rapport, AutoCAD, Office 2010, Sales, Customer Service, Telephone Skills, Time Management
Education
State Technical College Of Missouri 1988 — 1992
Associate’s Degree, Architectural Drafting and Architectural CAD/CADD, 3.0/4.0 Dean's List
Southern Boone County High School 1984 — 1988
Diploma, General Emphasis On Math and Science, 8.0/11.0 Honor Roll
Goodwill Industries of Denver April 2015 - Present
Western Parking Management August 2014 - May 2015
Shotgun Willies January 2011 - June 2014
Sears Holdings Corporation May 2012 - November 2013
Truman's Bar And Grill November 2004 - August 2010
Americall Group, Inc. May 1998 - June 2004
Liberty Financial November 2002 - 2003
Columbia Daily Tribune March 2000 - November 2002
Skills
Interpersonal..., Organization &..., Troubleshooting, Problem Solving, Online Research, Client Rapport, AutoCAD, Office 2010, Sales, Customer Service, Telephone Skills, Time Management
Education
State Technical College Of Missouri 1988 — 1992
Associate’s Degree, Architectural Drafting and Architectural CAD/CADD, 3.0/4.0 Dean's List
Southern Boone County High School 1984 — 1988
Diploma, General Emphasis On Math and Science, 8.0/11.0 Honor Roll
Anna Reagan's Liberty Financial Experience June 2012 - Present
Job Manager at LibertyFinancial
Industry Consumer Services
Experience
Liberty Financial June 2012 - Present
Education
State College of Florida-Manatee-Sarasota 2014 — 2018
Associate's degree, Business Administration and Management, General
Liberty Financial June 2012 - Present
Education
State College of Florida-Manatee-Sarasota 2014 — 2018
Associate's degree, Business Administration and Management, General