Loring, Wolcott & Coolidge
Description
Address: 230 Congress St # 12, Boston, MA 02110 Hours: Closed ⋅ Opens 9AM Tuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 523-6531Category: : : : Place name: : : Website: : Website: http://www.lwcotrust.com/ 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 a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Loring Wolcott & Coolidge Posting publicly on the Web Write a review Reviews Be the first to review
Loring, Wolcott & Coolidge List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Loring, Wolcott & Coolidge. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Loring, Wolcott & Coolidge Employees
Employee
Years
Job
Industry
Lynne Sprague, PHR Lynne Sprague, PHR's Loring, Wolcott & Coolidge Experience April 2013 - November 2013
Job Benefits Specialist at American Tower
Industry Financial Services
Experience
American Tower February 2014 - Present
Loring, Wolcott & Coolidge April 2013 - November 2013
Salem Five Bank August 1999 - March 2013
Arwood Machine Corporation 1996 - August 1999
Olsten kimberly Quality Care 1995 - 1996
Skills
FMLA, Benefits, Employee Relations, Benefits Administration, Compliance, Insurance, Outlook, Compensation, HR Policies, Employee Benefits, Deferred Compensation, Management, Payroll, Strategic Planning, HRIS, Onboarding, Leave of Absence, Benefits Management, Training, Disability Insurance, Ceridian, Open Enrollment, Recruiting, Human Resources
Education
Hartwick College 1989 — 1993
BA, Psychology
Marion Court College 2007 — 2009
Certification in HR Management, Human Resources
American Tower February 2014 - Present
Loring, Wolcott & Coolidge April 2013 - November 2013
Salem Five Bank August 1999 - March 2013
Arwood Machine Corporation 1996 - August 1999
Olsten kimberly Quality Care 1995 - 1996
Skills
FMLA, Benefits, Employee Relations, Benefits Administration, Compliance, Insurance, Outlook, Compensation, HR Policies, Employee Benefits, Deferred Compensation, Management, Payroll, Strategic Planning, HRIS, Onboarding, Leave of Absence, Benefits Management, Training, Disability Insurance, Ceridian, Open Enrollment, Recruiting, Human Resources
Education
Hartwick College 1989 — 1993
BA, Psychology
Marion Court College 2007 — 2009
Certification in HR Management, Human Resources
Thomas (Ellington) Francione, CTFA Thomas (Ellington) Francione, CTFA's Loring, Wolcott & Coolidge Experience November 2009 - Present
Job Trust Advisor
Industry Financial Services
Experience
Loring, Wolcott & Coolidge November 2009 - Present
Wilmer Cutler Pickering Hale and Dorr LLP July 2007 - October 2009
Wachovia Wealth Management - Personal Trust July 2005 - July 2007
Wachovia Wealth Management - Personal Trust August 2004 - June 2005
Merrill Lynch Trust Company May 2003 - July 2004
Skills
Estate Planning, Wealth Management, Investments, Trusts, Asset Managment, Investment Management, Trust Management, Trust Services, Investment Advisory, High Net Worth..., Wealth Management..., Portfolio Management, Private Banking, Risk Management, Asset Management, Asset Allocation, Securities, Financial Advisory, Financial Services
Education
Campbell University 2003 — 2003
MBA
Campbell University 1998 — 2003
BBA, Trust and Investment Management
Loring, Wolcott & Coolidge November 2009 - Present
Wilmer Cutler Pickering Hale and Dorr LLP July 2007 - October 2009
Wachovia Wealth Management - Personal Trust July 2005 - July 2007
Wachovia Wealth Management - Personal Trust August 2004 - June 2005
Merrill Lynch Trust Company May 2003 - July 2004
Skills
Estate Planning, Wealth Management, Investments, Trusts, Asset Managment, Investment Management, Trust Management, Trust Services, Investment Advisory, High Net Worth..., Wealth Management..., Portfolio Management, Private Banking, Risk Management, Asset Management, Asset Allocation, Securities, Financial Advisory, Financial Services
Education
Campbell University 2003 — 2003
MBA
Campbell University 1998 — 2003
BBA, Trust and Investment Management
Brian Connors Brian Connors's Loring, Wolcott & Coolidge Experience June 2010 - October 2010
Job Finance Manager at Iron Mountain
Industry Information Services
Experience
Iron Mountain March 2015 - Present
Iron Mountain November 2011 - Present
Iron Mountain October 2010 - November 2011
Loring, Wolcott & Coolidge June 2010 - October 2010
Loring, Wolcott & Coolidge January 2008 - August 2010
State Street 2007 - 2008
State Street 2006 - 2007
WB Mason, New Jersey 2004 - 2005
Skills
Financial Modeling, Access, Finance, Bloomberg, Investments, Portfolio Management, CRM, Analysis, Accounting, Financial Analysis, Corporate Finance, Strategic Financial...
Education
Babson College 2000 — 2004
Bachelors of Science in Business Management
Iron Mountain March 2015 - Present
Iron Mountain November 2011 - Present
Iron Mountain October 2010 - November 2011
Loring, Wolcott & Coolidge June 2010 - October 2010
Loring, Wolcott & Coolidge January 2008 - August 2010
State Street 2007 - 2008
State Street 2006 - 2007
WB Mason, New Jersey 2004 - 2005
Skills
Financial Modeling, Access, Finance, Bloomberg, Investments, Portfolio Management, CRM, Analysis, Accounting, Financial Analysis, Corporate Finance, Strategic Financial...
Education
Babson College 2000 — 2004
Bachelors of Science in Business Management
Elena Stanko Elena Stanko's Loring, Wolcott & Coolidge Experience May 2010 - October 2010
Job Senior Financial Analyst III at Alliance Tire Americas, Inc.
Industry Mechanical or Industrial Engineering
Experience
Alliance Tire Americas, Inc. October 2010 - Present
Loring, Wolcott & Coolidge May 2010 - October 2010
Liberty Mutual Group January 2008 - January 2010
Skills
Tax, Accounting, Financial Reporting, Forecasting, Microsoft Office, Finance, Analysis
Education
State University of New York at Buffalo - School of Management 2002 — 2004
BS, Accounting, Finance
Harvard Extension School
Alliance Tire Americas, Inc. October 2010 - Present
Loring, Wolcott & Coolidge May 2010 - October 2010
Liberty Mutual Group January 2008 - January 2010
Skills
Tax, Accounting, Financial Reporting, Forecasting, Microsoft Office, Finance, Analysis
Education
State University of New York at Buffalo - School of Management 2002 — 2004
BS, Accounting, Finance
Harvard Extension School
Kavita Suppal's Loring, Wolcott & Coolidge Experience June 2008 - Present
Job
Industry Financial Services
Experience
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
State Street December 2014 - Present
Loring, Wolcott & Coolidge June 2008 - Present
Wachovia April 2006 - June 2008
Tiaa-Cref April 2004 - April 2006
Coastal Federal Credit Union August 2002 - April 2004
Skills
Internal Audit, Internal Controls, Financial Risk, Risk Management, Banking, Financial Reporting, Accounting, Analysis, OFAC, AML, Operational Risk
Education
University of North Carolina at Charlotte 2004 — 2006
MS
Robert Driscoll Robert Driscoll's Loring, Wolcott & Coolidge Experience January 1997 - Present
Job Financial Services and Wealth Managment Professional
Industry Financial Services
Experience
Loring, Wolcott & Coolidge January 1997 - Present
Loring, Wolcott & Coolidge 1995 - 2011
Bank of Boston (now Bank of America) 1990 - 1995
The Colony Group 1986 - 1990
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Portfolio Management, Wealth Management..., Tax, Financial Planners, Financial Advisory, Estate Tax Planning, Asset Managment, Investment Management
Education
Bentley University 1984 — 1988
Master of Science, Taxation
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts, Economics
Loring, Wolcott & Coolidge January 1997 - Present
Loring, Wolcott & Coolidge 1995 - 2011
Bank of Boston (now Bank of America) 1990 - 1995
The Colony Group 1986 - 1990
Skills
Wealth Management, Estate Planning, Strategic Financial..., High Net Worth..., Portfolio Management, Wealth Management..., Tax, Financial Planners, Financial Advisory, Estate Tax Planning, Asset Managment, Investment Management
Education
Bentley University 1984 — 1988
Master of Science, Taxation
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Arts, Economics
Taylor Gardner's Loring, Wolcott & Coolidge Experience May 2015 - Present
Job Trust Operations Specialist
Industry Financial Services
Experience
Loring, Wolcott & Coolidge May 2015 - Present
State Street January 2015 - May 2015
State Street June 2014 - January 2015
Dowling & Partners Securtities, LLC. May 2013 - August 2013
Travelers Championship May 2012 - August 2012
The Branford Group May 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Research, SAP, SPSS, Customer Service, Process Model, Marketing, Financial Modeling, Accounts Receivable, Public Speaking, Social Media, Financial Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance, Minor in Global Studies, GPA 3.71, President's List & Honors Program
Universita Cattolica del Sacro Cuore 2012 — 2012
Finance
Loring, Wolcott & Coolidge May 2015 - Present
State Street January 2015 - May 2015
State Street June 2014 - January 2015
Dowling & Partners Securtities, LLC. May 2013 - August 2013
Travelers Championship May 2012 - August 2012
The Branford Group May 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Research, SAP, SPSS, Customer Service, Process Model, Marketing, Financial Modeling, Accounts Receivable, Public Speaking, Social Media, Financial Analysis
Education
Bentley University 2010 — 2014
Bachelor of Science (BS), Finance, Minor in Global Studies, GPA 3.71, President's List & Honors Program
Universita Cattolica del Sacro Cuore 2012 — 2012
Finance
Mark MacNeil, PHR Mark MacNeil, PHR's Loring, Wolcott & Coolidge Experience January 2013 - May 2013
Job HR Generalist at Seniorlink, Inc.
Industry Human Resources
Experience
Seniorlink June 2013 - Present
Loring, Wolcott & Coolidge January 2013 - May 2013
Marsh & McLennan Agency, known locally as Bostonian Group October 2011 - November 2012
Massachusetts Employers May 2008 - September 2011
NitroMed February 2007 - February 2008
Feinstein Kean Healthcare September 2006 - February 2007
Lois Paul & Partners 2000 - 2006
WGBH 1998 - 2000
BankBoston 1996 - 1998
Skills
Benefits Administration, Employee Relations, Recruiting, Training, Policy Writing, Auditing, Talent Acquisition, Employee Benefits, Human Resources, Onboarding, Talent Management, Account Management, Lawson HRIS, PeopleSoft, ADP HRB, HRIS, Zywave, Employee Engagement, Employee Handbooks, Technical Recruiting, Workforce Planning, College Recruiting, Sourcing, HR Consulting, Temporary Placement, New Hire Orientations, Personnel Management, Hiring, Management, Applicant Tracking..., Temporary Staffing, Performance Management, Job Descriptions, FMLA, Compensation & Benefits, Coaching, HR Policies
Education
University of Massachusetts Lowell
BS, Business Adminstration
Seniorlink June 2013 - Present
Loring, Wolcott & Coolidge January 2013 - May 2013
Marsh & McLennan Agency, known locally as Bostonian Group October 2011 - November 2012
Massachusetts Employers May 2008 - September 2011
NitroMed February 2007 - February 2008
Feinstein Kean Healthcare September 2006 - February 2007
Lois Paul & Partners 2000 - 2006
WGBH 1998 - 2000
BankBoston 1996 - 1998
Skills
Benefits Administration, Employee Relations, Recruiting, Training, Policy Writing, Auditing, Talent Acquisition, Employee Benefits, Human Resources, Onboarding, Talent Management, Account Management, Lawson HRIS, PeopleSoft, ADP HRB, HRIS, Zywave, Employee Engagement, Employee Handbooks, Technical Recruiting, Workforce Planning, College Recruiting, Sourcing, HR Consulting, Temporary Placement, New Hire Orientations, Personnel Management, Hiring, Management, Applicant Tracking..., Temporary Staffing, Performance Management, Job Descriptions, FMLA, Compensation & Benefits, Coaching, HR Policies
Education
University of Massachusetts Lowell
BS, Business Adminstration
Nancy Blanton's Loring, Wolcott & Coolidge Experience June 2012 - April 2013
Job Executive Assistant and Office Administrator
Industry Financial Services
Experience
Saltonstall and Co. LLP April 2013 - May 2015
Loring, Wolcott & Coolidge June 2012 - April 2013
Boston Private Bank August 2002 - March 2011
Manulife Financial February 1996 - September 2001
Goldstein & Manello 1994 - 1995
Lumsden & Inge, PC August 1990 - May 1994
Datapaq Inc. 1987 - 1989
Skills
PowerPoint, Microsoft Office, Customer Service, Banking, Excel, Word, Documentation, Outlook, Portfolio Management, Microsoft Excel
Education
Northeastern University 1997 — 2001
Liberal Arts
Saltonstall and Co. LLP April 2013 - May 2015
Loring, Wolcott & Coolidge June 2012 - April 2013
Boston Private Bank August 2002 - March 2011
Manulife Financial February 1996 - September 2001
Goldstein & Manello 1994 - 1995
Lumsden & Inge, PC August 1990 - May 1994
Datapaq Inc. 1987 - 1989
Skills
PowerPoint, Microsoft Office, Customer Service, Banking, Excel, Word, Documentation, Outlook, Portfolio Management, Microsoft Excel
Education
Northeastern University 1997 — 2001
Liberal Arts
Jeffrey MacDonagh, CFA Jeffrey MacDonagh, CFA's Loring, Wolcott & Coolidge Experience July 2003 - June 2005
Job Principal at Grandfield & Dodd, LLC
Industry Investment Management
Experience
Grandfield & Dodd, LLC May 2008 - Present
Domini Social Investments July 2005 - May 2008
Loring, Wolcott & Coolidge July 2003 - June 2005
KLD Research & Analytics July 2000 - June 2003
Skills
Wealth Management, Investments, Portfolio Management, Equities, Investment Management, Valuation, Equity Research, Financial Markets, Management, Leadership, Asset Management, Hedge Funds, Mutual Funds, Investment Advisory
Education
Massachusetts Institute of Technology 1998 — 2000
Masters, Technology Policy and Urban Planning
University of Wisconsin-Madison 1995 — 1998
BS, Physics, Math & Philosophy
Grandfield & Dodd, LLC May 2008 - Present
Domini Social Investments July 2005 - May 2008
Loring, Wolcott & Coolidge July 2003 - June 2005
KLD Research & Analytics July 2000 - June 2003
Skills
Wealth Management, Investments, Portfolio Management, Equities, Investment Management, Valuation, Equity Research, Financial Markets, Management, Leadership, Asset Management, Hedge Funds, Mutual Funds, Investment Advisory
Education
Massachusetts Institute of Technology 1998 — 2000
Masters, Technology Policy and Urban Planning
University of Wisconsin-Madison 1995 — 1998
BS, Physics, Math & Philosophy
Stephanie Catule Stephanie Catule's Loring, Wolcott & Coolidge Experience July 2013 - Present
Job Billing Specialist
Industry Accounting
Experience
Loring, Wolcott & Coolidge July 2013 - Present
Most Beautiful Future February 2010 - Present
Loring, Wolcott & Coolidge July 2012 - July 2013
Ellis nursing and rehabilitation November 2011 - May 2013
Skills
Access, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Account Reconciliation, Teamwork, Payroll, Financial Analysis, Financial Reporting
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (BBA), Global Business and Finance, Junior
Milton High School 2005 — 2009
Loring, Wolcott & Coolidge July 2013 - Present
Most Beautiful Future February 2010 - Present
Loring, Wolcott & Coolidge July 2012 - July 2013
Ellis nursing and rehabilitation November 2011 - May 2013
Skills
Access, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Account Reconciliation, Teamwork, Payroll, Financial Analysis, Financial Reporting
Education
Suffolk University 2009 — 2013
Bachelor of Business Administration (BBA), Global Business and Finance, Junior
Milton High School 2005 — 2009
Wayne Jia's Loring, Wolcott & Coolidge Experience August 2013 - Present
Job Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2013 - Present
Cambridge Associates April 2011 - July 2013
BNY Mellon June 2007 - April 2011
Skills
Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Valuation, Fixed Income
Education
Clark University 2003 — 2007
B.A., Business Management/Entrepreneurship
United Nations International School 1999 — 2003
Loring, Wolcott & Coolidge August 2013 - Present
Cambridge Associates April 2011 - July 2013
BNY Mellon June 2007 - April 2011
Skills
Financial Analysis, Hedge Funds, Bloomberg, Alternative Investments, Valuation, Fixed Income
Education
Clark University 2003 — 2007
B.A., Business Management/Entrepreneurship
United Nations International School 1999 — 2003
Emily A. Flake Emily A. Flake's Loring, Wolcott & Coolidge Experience June 2013 - Present
Job Trustee Assistant at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge June 2013 - Present
Loring, Wolcott & Coolidge April 2013 - June 2013
Pathfinder International November 2012 - March 2013
Andrew A. Flake, Inc July 2012 - October 2012
Harvard/MIT Health Sciences and Technology, Brigham and Women's Hospital April 2011 - April 2012
Island Company April 2010 - October 2010
View Points Realty May 2003 - September 2010
Skills
Time Management, Outlook, Microsoft Excel, PowerPoint, Inventory Management, Event Planning, Microsoft Word, Microsoft Office, Supervisory Skills, Office Management, Process Scheduler, Research, PeopleSoft, Purchasing, Customer Service, Organization, Healthcare, Administrative..., Sales, Microsoft Outlook, Administration, Scheduling, Problem Solving, Administrative Support, Writing, Minitab, Bloomberg Terminal, CPR Certified, Access, Editing, Retail
Education
Rochester Institute of Technology 2008 — 2010
B.S, Business Management
Lynn University 2004 — 2007
Fashion Business and Retail Merchandising
Berkshire School 2001 — 2004
Loring, Wolcott & Coolidge June 2013 - Present
Loring, Wolcott & Coolidge April 2013 - June 2013
Pathfinder International November 2012 - March 2013
Andrew A. Flake, Inc July 2012 - October 2012
Harvard/MIT Health Sciences and Technology, Brigham and Women's Hospital April 2011 - April 2012
Island Company April 2010 - October 2010
View Points Realty May 2003 - September 2010
Skills
Time Management, Outlook, Microsoft Excel, PowerPoint, Inventory Management, Event Planning, Microsoft Word, Microsoft Office, Supervisory Skills, Office Management, Process Scheduler, Research, PeopleSoft, Purchasing, Customer Service, Organization, Healthcare, Administrative..., Sales, Microsoft Outlook, Administration, Scheduling, Problem Solving, Administrative Support, Writing, Minitab, Bloomberg Terminal, CPR Certified, Access, Editing, Retail
Education
Rochester Institute of Technology 2008 — 2010
B.S, Business Management
Lynn University 2004 — 2007
Fashion Business and Retail Merchandising
Berkshire School 2001 — 2004
Bethany Lyons Bethany Lyons's Loring, Wolcott & Coolidge Experience April 2008 - Present
Job Investment Operations Specialist at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge April 2008 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
Skills
Investments, Securities, Bloomberg, Equities, Finance
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Business Administration, Concentration in Finance
Loring, Wolcott & Coolidge April 2008 - Present
John Hancock Life Insurance Company (U.S.A.) August 2007 - April 2008
Skills
Investments, Securities, Bloomberg, Equities, Finance
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Business Administration, Concentration in Finance
Michael DiChiara Michael DiChiara's Loring, Wolcott & Coolidge Experience August 2012 - Present
Job Investment Operations at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2012 - Present
BNY Mellon Financial September 2008 - July 2012
BNY Mellon Financial July 2006 - September 2008
State Street Corporation January 2004 - July 2006
State Street Corporation October 2003 - January 2004
Infinity Broadcasting/ WBCN September 1999 - November 2003
Lowell Lock Monsters (Lowell Devils) July 2001 - September 2002
Boston Bruins December 2000 - May 2001
Skills
Financial Analysis, Financial Services, Investments, Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Fund Administration, Securities, Fixed Income, Hedge Funds, Account Reconciliation, Equities, Accounting, Alternative Investments, Financial Reporting, Back Office, Wealth Management, Trading Systems, Portfolio Management, Financial Statements, Cash Flow, Trading, Cash Management, Charles River IMS, FactSet
Education
Merrimack College 1997 — 2001
Bachelor of Science, Business Administration; Management
Loring, Wolcott & Coolidge August 2012 - Present
BNY Mellon Financial September 2008 - July 2012
BNY Mellon Financial July 2006 - September 2008
State Street Corporation January 2004 - July 2006
State Street Corporation October 2003 - January 2004
Infinity Broadcasting/ WBCN September 1999 - November 2003
Lowell Lock Monsters (Lowell Devils) July 2001 - September 2002
Boston Bruins December 2000 - May 2001
Skills
Financial Analysis, Financial Services, Investments, Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Fund Administration, Securities, Fixed Income, Hedge Funds, Account Reconciliation, Equities, Accounting, Alternative Investments, Financial Reporting, Back Office, Wealth Management, Trading Systems, Portfolio Management, Financial Statements, Cash Flow, Trading, Cash Management, Charles River IMS, FactSet
Education
Merrimack College 1997 — 2001
Bachelor of Science, Business Administration; Management
Jesse Held Jesse Held's Loring, Wolcott & Coolidge Experience May 2012 - August 2012
Job Analyst, PriceSmart Valuations at RBS
Industry Banking
Experience
RBS Markets and International Banking October 2013 - Present
Ithaca College March 2013 - May 2013
Ithaca College Hedge Fund January 2013 - May 2013
Ithaca College August 2012 - May 2013
Ithaca College August 2012 - May 2013
Ithaca College August 2011 - May 2013
Ithaca College June 2011 - May 2013
Ithaca College Real Time Fund August 2012 - December 2012
Loring, Wolcott & Coolidge May 2012 - August 2012
Skills
Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Performance..., Portfolio Management, Equity Valuation, Equity Research, ThomsonOne, Value Line, @Risk, Equities, Hedge Funds, Investments
Education
Ithaca College 2010 — 2013
Bachelor of Science (BS), Business Administration; Finance, 4.0
Ithaca College 2010 — 2013
Bachelor of Science, Applied Psychology, 4.0
Babson College 2008 — 2009
Business Administration and Management, General
RBS Markets and International Banking October 2013 - Present
Ithaca College March 2013 - May 2013
Ithaca College Hedge Fund January 2013 - May 2013
Ithaca College August 2012 - May 2013
Ithaca College August 2012 - May 2013
Ithaca College August 2011 - May 2013
Ithaca College June 2011 - May 2013
Ithaca College Real Time Fund August 2012 - December 2012
Loring, Wolcott & Coolidge May 2012 - August 2012
Skills
Bloomberg Terminal, Morningstar, Financial Analysis, Portfolio Performance..., Portfolio Management, Equity Valuation, Equity Research, ThomsonOne, Value Line, @Risk, Equities, Hedge Funds, Investments
Education
Ithaca College 2010 — 2013
Bachelor of Science (BS), Business Administration; Finance, 4.0
Ithaca College 2010 — 2013
Bachelor of Science, Applied Psychology, 4.0
Babson College 2008 — 2009
Business Administration and Management, General
SCOTT CASHMAN, CFP SCOTT CASHMAN, CFP's Loring, Wolcott & Coolidge Experience 2002 - 2002
Job Tax Manager at Bowditch & Dewey, LLP
Industry Law Practice
Experience
Bowditch & Dewey, LLP November 2010 - Present
City of Worcester January 2005 - January 2011
Vacovec, Mayotte & Singer January 1997 - November 2010
Loring, Wolcott & Coolidge 2002 - 2002
The Boston Company November 1991 - January 1997
Skills
Trusts, Estate Planning, Estate Administration, Tax Law, Corporate Law, Estate Tax Planning, Tax Compliance
Education
Command and General Staff College 2011 — 2012
Diploma, Military Joint Operations Planning and Strategy
U.S. Army Judge Advocate General School 1999 — 1999
Diploma, Criminal Law, International Law
New England School of Law 1993 — 1997
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Taxation
College for Financial Planning 1988 — 1990
Certificate, Financial Planning
Framingham State College 1984 — 1988
BA, Economics
Holy Name High School
Bowditch & Dewey, LLP November 2010 - Present
City of Worcester January 2005 - January 2011
Vacovec, Mayotte & Singer January 1997 - November 2010
Loring, Wolcott & Coolidge 2002 - 2002
The Boston Company November 1991 - January 1997
Skills
Trusts, Estate Planning, Estate Administration, Tax Law, Corporate Law, Estate Tax Planning, Tax Compliance
Education
Command and General Staff College 2011 — 2012
Diploma, Military Joint Operations Planning and Strategy
U.S. Army Judge Advocate General School 1999 — 1999
Diploma, Criminal Law, International Law
New England School of Law 1993 — 1997
JD, Law
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1991
MS, Taxation
College for Financial Planning 1988 — 1990
Certificate, Financial Planning
Framingham State College 1984 — 1988
BA, Economics
Holy Name High School
Elizabeth (Avery) Baggett's Loring, Wolcott & Coolidge Experience April 2014 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Loring, Wolcott & Coolidge April 2014 - Present
Avedis Zildjian Company November 2013 - February 2014
Bay State Milling Company April 2012 - October 2012
Cushman & Wakefield August 2006 - April 2012
SVB Financial Group 2005 - 2006
SVB Financial Group 2003 - 2005
SVB Financial Group 2002 - 2003
ChildrenFirst (now Bright Horizons) 2000 - 2002
Skills
Employee Relations, Strategic Planning, PeopleSoft, Recruiting, Onboarding, Performance Management, Human Resources, Personnel Management, Employee Benefits, Talent Management, Organizational..., Applicant Tracking..., HRIS, Leadership, Management, Customer Service
Education
Regis College 2002 — 2004
MS Leadership and Organizational Change, Management
Regis College 1996 — 2000
BA Communications, Management
Cardinal Spellman High School
Loring, Wolcott & Coolidge April 2014 - Present
Avedis Zildjian Company November 2013 - February 2014
Bay State Milling Company April 2012 - October 2012
Cushman & Wakefield August 2006 - April 2012
SVB Financial Group 2005 - 2006
SVB Financial Group 2003 - 2005
SVB Financial Group 2002 - 2003
ChildrenFirst (now Bright Horizons) 2000 - 2002
Skills
Employee Relations, Strategic Planning, PeopleSoft, Recruiting, Onboarding, Performance Management, Human Resources, Personnel Management, Employee Benefits, Talent Management, Organizational..., Applicant Tracking..., HRIS, Leadership, Management, Customer Service
Education
Regis College 2002 — 2004
MS Leadership and Organizational Change, Management
Regis College 1996 — 2000
BA Communications, Management
Cardinal Spellman High School
Sofia Faruqi Sofia Faruqi's Loring, Wolcott & Coolidge Experience February 2014 - Present
Job Portfolio Manager
Industry Investment Management
Experience
Loring, Wolcott & Coolidge February 2014 - Present
Passport Capital May 2012 - August 2012
OMERS 2009 - 2011
JPMorgan 2007 - 2009
JPMorgan June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurial Management
Dartmouth College 2003 — 2007
B.A., Economics, Arabic
International School of Choueifat 1999 — 2003
High School
Loring, Wolcott & Coolidge February 2014 - Present
Passport Capital May 2012 - August 2012
OMERS 2009 - 2011
JPMorgan 2007 - 2009
JPMorgan June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Entrepreneurial Management
Dartmouth College 2003 — 2007
B.A., Economics, Arabic
International School of Choueifat 1999 — 2003
High School
Ashley Woods Ashley Woods's Loring, Wolcott & Coolidge Experience July 2012 - June 2013
Job Financial Planner at E3 Wealth Management
Industry Financial Services
Experience
E3 Wealth Management August 2015 - Present
Lightship Wealth Strategies, Inc. June 2013 - August 2015
Loring, Wolcott & Coolidge July 2012 - June 2013
Ameriprise Financial November 2005 - July 2012
Kaiser Associates June 2002 - July 2003
Skills
Investment Strategies, Series 7, Financial Analysis, Customer-focused, Process Improvement, Insurance, Series 66, Financial Planning, Retirement Planning, Mutual Funds, Asset Allocation
Education
Middlebury College 1998 — 2002
B.A., Economics & German
Webb School of Knoxville
E3 Wealth Management August 2015 - Present
Lightship Wealth Strategies, Inc. June 2013 - August 2015
Loring, Wolcott & Coolidge July 2012 - June 2013
Ameriprise Financial November 2005 - July 2012
Kaiser Associates June 2002 - July 2003
Skills
Investment Strategies, Series 7, Financial Analysis, Customer-focused, Process Improvement, Insurance, Series 66, Financial Planning, Retirement Planning, Mutual Funds, Asset Allocation
Education
Middlebury College 1998 — 2002
B.A., Economics & German
Webb School of Knoxville
Anne Warren Anne Warren's Loring, Wolcott & Coolidge Experience November 2013 - June 2014
Job Vice President/Wealth Planner at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman August 2014 - Present
Loring, Wolcott & Coolidge November 2013 - June 2014
Choate, Hall & Stewart October 2007 - November 2013
Skills
Estate Planning, Wealth Preservation...
Education
Boston University School of Law
Bowdoin College
Deerfield Academy
Brown Brothers Harriman August 2014 - Present
Loring, Wolcott & Coolidge November 2013 - June 2014
Choate, Hall & Stewart October 2007 - November 2013
Skills
Estate Planning, Wealth Preservation...
Education
Boston University School of Law
Bowdoin College
Deerfield Academy
James Doogan James Doogan's Loring, Wolcott & Coolidge Experience September 2014 - Present
Job Operations Specialist at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge September 2014 - Present
BNY Mellon August 2013 - September 2014
City of Boston June 2012 - August 2012
Department of Conservation and Recreation May 2011 - September 2011
Saint Anselm College August 2010 - May 2011
Skills
Accounting, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, QuickBooks, Sunguard, PeopleSoft, Event Management, Event Planning, Fundraising
Education
St. Anselm College 2009 — 2013
Accounting
Boston Latin School 2003 — 2009
Loring, Wolcott & Coolidge September 2014 - Present
BNY Mellon August 2013 - September 2014
City of Boston June 2012 - August 2012
Department of Conservation and Recreation May 2011 - September 2011
Saint Anselm College August 2010 - May 2011
Skills
Accounting, PowerPoint, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, QuickBooks, Sunguard, PeopleSoft, Event Management, Event Planning, Fundraising
Education
St. Anselm College 2009 — 2013
Accounting
Boston Latin School 2003 — 2009
Amy Hoang, CIPM Amy Hoang, CIPM's Loring, Wolcott & Coolidge Experience July 2007 - August 2007
Job Former Unit Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2014 - December 2014
BNY Mellon July 2013 - July 2014
BNY Mellon October 2010 - June 2013
BNY Mellon September 2007 - September 2010
Loring, Wolcott & Coolidge July 2007 - August 2007
State Street May 2007 - July 2007
Western Asset Management November 2004 - July 2006
Western Asset Management March 2004 - October 2004
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Accounting, Microsoft Excel, Management, Fixed Income, Risk Management, Finance, Bloomberg, Process Improvement, Financial Services, Microsoft Office, Trading
Education
Northeastern University 1998 — 2003
Bachelor’s Degree, Accounting and Finance, 3.4 Cum Laude
BNY Mellon August 2014 - December 2014
BNY Mellon July 2013 - July 2014
BNY Mellon October 2010 - June 2013
BNY Mellon September 2007 - September 2010
Loring, Wolcott & Coolidge July 2007 - August 2007
State Street May 2007 - July 2007
Western Asset Management November 2004 - July 2006
Western Asset Management March 2004 - October 2004
Skills
Financial Analysis, Analysis, Investments, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Accounting, Microsoft Excel, Management, Fixed Income, Risk Management, Finance, Bloomberg, Process Improvement, Financial Services, Microsoft Office, Trading
Education
Northeastern University 1998 — 2003
Bachelor’s Degree, Accounting and Finance, 3.4 Cum Laude
Briana Gepford Briana Gepford's Loring, Wolcott & Coolidge Experience July 2014 - Present
Job Gift Administrator at Loring, Wolcott & Coolidge
Industry Events Services
Experience
Loring, Wolcott & Coolidge July 2014 - Present
Revolution Lacrosse October 2013 - June 2014
Babson College August 2010 - May 2012
Cushion The Impact September 2011 - December 2011
Mahesh Shah, M.D. April 2007 - August 2010
Skills
Microsoft Office, Teamwork, Marketing Communications, Team Leadership, Social Media, Blogging
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management and Marketing
Domus Aurea 2011 — 2011
University of Westminster 2011 — 2011
Orange Coast College 2007 — 2010
Business Administration and Management, General
Scuola Leonardo Da Vinci 2009 — 2009
University of Cambridge 2008 — 2008
Loring, Wolcott & Coolidge July 2014 - Present
Revolution Lacrosse October 2013 - June 2014
Babson College August 2010 - May 2012
Cushion The Impact September 2011 - December 2011
Mahesh Shah, M.D. April 2007 - August 2010
Skills
Microsoft Office, Teamwork, Marketing Communications, Team Leadership, Social Media, Blogging
Education
Babson College 2010 — 2012
Bachelor of Science (B.S.), Business Management and Marketing
Domus Aurea 2011 — 2011
University of Westminster 2011 — 2011
Orange Coast College 2007 — 2010
Business Administration and Management, General
Scuola Leonardo Da Vinci 2009 — 2009
University of Cambridge 2008 — 2008
Sarah Fleming Baur Sarah Fleming Baur's Loring, Wolcott & Coolidge Experience September 2010 - November 2012
Job Administrative Assistant at MIT Lincoln Laboratory
Industry Government Administration
Experience
MIT Lincoln Laboratory February 2014 - Present
Loring, Wolcott & Coolidge September 2010 - November 2012
Parsons Corporation June 2006 - February 2010
Grand Circle Corporation May 2005 - February 2006
General Tours January 2004 - February 2005
Skills
Microsoft Office, Outlook, Microsoft Excel, Program Management, Customer Service, Process Improvement, Management, Training, Analysis, Team Building, Quality Assurance, Teaching, Microsoft Word, PowerPoint, Project Management, Forecasting, Team Leadership, Time Management, Strategic Planning, SAP, Troubleshooting, Manufacturing, Software Documentation, Cross-functional Team..., Access, Vendor Management, Budgets, Leadership, Financial Analysis, Business Analysis, Accounting, Document Management, Human Resources, MS Project, Records Management, Project Planning, Recruiting, Technical Writing, Databases, Salesforce.com, Microsoft Project
Education
Keene State College 1999 — 2003
BA, Communication
York St. John University 2002 — 2002
Plymouth North High School 1995 — 1999
Boston Architectural College
AutoCAD I&II
MIT Lincoln Laboratory February 2014 - Present
Loring, Wolcott & Coolidge September 2010 - November 2012
Parsons Corporation June 2006 - February 2010
Grand Circle Corporation May 2005 - February 2006
General Tours January 2004 - February 2005
Skills
Microsoft Office, Outlook, Microsoft Excel, Program Management, Customer Service, Process Improvement, Management, Training, Analysis, Team Building, Quality Assurance, Teaching, Microsoft Word, PowerPoint, Project Management, Forecasting, Team Leadership, Time Management, Strategic Planning, SAP, Troubleshooting, Manufacturing, Software Documentation, Cross-functional Team..., Access, Vendor Management, Budgets, Leadership, Financial Analysis, Business Analysis, Accounting, Document Management, Human Resources, MS Project, Records Management, Project Planning, Recruiting, Technical Writing, Databases, Salesforce.com, Microsoft Project
Education
Keene State College 1999 — 2003
BA, Communication
York St. John University 2002 — 2002
Plymouth North High School 1995 — 1999
Boston Architectural College
AutoCAD I&II
Emily Howes's Loring, Wolcott & Coolidge Experience September 2013 - April 2014
Job Portfolio Manager Socially Innovative Investments (S2I) at US Trust/Bank of America
Industry Financial Services
Experience
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
US Trust/Bank of America May 2014 - Present
Loring, Wolcott & Coolidge September 2013 - April 2014
Morgan Stanley March 2006 - March 2013
Investors Bank & Trust January 2004 - December 2005
Investors Bank & Trust August 2002 - January 2004
Skills
Investments, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Strategic Financial..., Financial Analysis, Series 7, Alternative Investments, Series 63, Fixed Income, Securities, Retirement Planning, Hedge Funds, Investment Advisory, Finance, Equities, Asset Management, Financial Advisory, Investment Strategies, Asset Allocation, Financial Services
Education
Harvard Extension School 2014 — 2016
Sustainability & Environmental Management
Providence College 1998 — 2002
Bachelor of Arts (BA), Economics
Jeffrey Schimmel Jeffrey Schimmel's Loring, Wolcott & Coolidge Experience June 2013 - August 2013
Job Business Consultant at Perficient
Industry
Experience
Perficient August 2014 - Present
Loring, Wolcott & Coolidge June 2013 - August 2013
Gentle Giant Moving Co. June 2010 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Belmont Hill School 2004 — 2010
Perficient August 2014 - Present
Loring, Wolcott & Coolidge June 2013 - August 2013
Gentle Giant Moving Co. June 2010 - August 2012
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Belmont Hill School 2004 — 2010
Kristin Kilmain Kristin Kilmain's Loring, Wolcott & Coolidge Experience August 2014 - Present
Job Human Resources at Loring, Wolcott & Coolidge
Industry Human Resources
Experience
Loring, Wolcott & Coolidge August 2014 - Present
Homesite Insurance May 2013 - July 2014
Catalyst Online December 2012 - April 2013
Lois Paul and Partners August 2004 - August 2012
Capgemini Consulting January 2002 - March 2003
Capgemini Consulting January 1998 - January 2002
Bell South January 1997 - January 1998
Smith Container Corporation October 1995 - January 1997
HRStrategies, Inc. January 1990 - July 1995
Skills
Employee Relations, Performance Management, Management Development, Management Coaching, Succession Planning, Leadership, Financial Services, Employee Engagement, Internal Communications, Recruiting, Talent Management, Onboarding, Employer Branding, Talent Acquisition, Interviews, HR Policies, Compensation Strategies, Systems Improvement, Workforce Planning, Human Resources, Benefits Administration, Leadership Development
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Oakland University 1985 — 1989
BS, Human Resources Development
Lutheran High School North 1981 — 1985
High School Diploma
Loring, Wolcott & Coolidge August 2014 - Present
Homesite Insurance May 2013 - July 2014
Catalyst Online December 2012 - April 2013
Lois Paul and Partners August 2004 - August 2012
Capgemini Consulting January 2002 - March 2003
Capgemini Consulting January 1998 - January 2002
Bell South January 1997 - January 1998
Smith Container Corporation October 1995 - January 1997
HRStrategies, Inc. January 1990 - July 1995
Skills
Employee Relations, Performance Management, Management Development, Management Coaching, Succession Planning, Leadership, Financial Services, Employee Engagement, Internal Communications, Recruiting, Talent Management, Onboarding, Employer Branding, Talent Acquisition, Interviews, HR Policies, Compensation Strategies, Systems Improvement, Workforce Planning, Human Resources, Benefits Administration, Leadership Development
Education
University of Phoenix 2003 — 2005
MBA, Global Management
Oakland University 1985 — 1989
BS, Human Resources Development
Lutheran High School North 1981 — 1985
High School Diploma
Kathy Nicholl Kathy Nicholl's Loring, Wolcott & Coolidge Experience August 2011 - August 2012
Job Chief Compliance Officer at Performa Limited (US), LLC
Industry Financial Services
Experience
Performa Limited (US), LLC August 2012 - Present
Thomson Horstmann & Bryant, Inc. December 2010 - October 2014
Loring, Wolcott & Coolidge August 2011 - August 2012
Old Mutual Asset Management 1999 - October 2010
eSecLending May 2001 - May 2006
United Asset Management Trust Company December 1999 - May 2001
Grantham Mayo Van Otterloo 1997 - 1999
Mellon Bank May 1995 - December 1997
Education
Saint Anselm College 1991 — 1995
BS, Accounting
Hudson High School 1988 — 1991
High School Diploma, College Prep
Performa Limited (US), LLC August 2012 - Present
Thomson Horstmann & Bryant, Inc. December 2010 - October 2014
Loring, Wolcott & Coolidge August 2011 - August 2012
Old Mutual Asset Management 1999 - October 2010
eSecLending May 2001 - May 2006
United Asset Management Trust Company December 1999 - May 2001
Grantham Mayo Van Otterloo 1997 - 1999
Mellon Bank May 1995 - December 1997
Education
Saint Anselm College 1991 — 1995
BS, Accounting
Hudson High School 1988 — 1991
High School Diploma, College Prep
Timothy B Prescott Timothy B Prescott's Loring, Wolcott & Coolidge Experience May 2010 - July 2012
Job Management Consultant at PwC
Industry Financial Services
Experience
PwC July 2015 - Present
Mercer March 2015 - June 2015
Rockefeller & Co., Inc. January 2015 - March 2015
Rockefeller & Co., Inc. March 2013 - December 2014
Loring, Wolcott & Coolidge May 2010 - July 2012
Loring, Wolcott & Coolidge October 2008 - July 2010
Tisbury Tours, LLC July 2008 - July 2009
Skills
Microsoft Excel, Marketing Strategy, Microsoft Office, Accounting, Financial Analysis, Financial Services, Microsoft Word, Analysis, Finance
Education
Suffolk University - Sawyer Business School 2010 — 2012
MS, Accounting
Keene State College 2005 — 2008
BA, Social Science
PwC July 2015 - Present
Mercer March 2015 - June 2015
Rockefeller & Co., Inc. January 2015 - March 2015
Rockefeller & Co., Inc. March 2013 - December 2014
Loring, Wolcott & Coolidge May 2010 - July 2012
Loring, Wolcott & Coolidge October 2008 - July 2010
Tisbury Tours, LLC July 2008 - July 2009
Skills
Microsoft Excel, Marketing Strategy, Microsoft Office, Accounting, Financial Analysis, Financial Services, Microsoft Word, Analysis, Finance
Education
Suffolk University - Sawyer Business School 2010 — 2012
MS, Accounting
Keene State College 2005 — 2008
BA, Social Science
Michael Ashe's Loring, Wolcott & Coolidge Experience April 1993 - March 2004
Job Between opportunities
Industry Financial Services
Experience
Family Reach Foundation January 2013 - Present
Vino 100 & Tinder Box Geneva IL December 2005 - December 2011
Loring, Wolcott & Coolidge April 1993 - March 2004
Harris Bank 1970 - 1993
Skills
Customer Service, Strategic Planning, Leadership, Management, Sales, Marketing, Event Planning, Microsoft Office, Public Speaking
Education
DePaul University 1980 — 1985
Bachelor of Science (B.S.), Computer Science
Family Reach Foundation January 2013 - Present
Vino 100 & Tinder Box Geneva IL December 2005 - December 2011
Loring, Wolcott & Coolidge April 1993 - March 2004
Harris Bank 1970 - 1993
Skills
Customer Service, Strategic Planning, Leadership, Management, Sales, Marketing, Event Planning, Microsoft Office, Public Speaking
Education
DePaul University 1980 — 1985
Bachelor of Science (B.S.), Computer Science
Lucy Martins-Jackson's Loring, Wolcott & Coolidge Experience August 2011 - Present
Job at
Industry Banking
Experience
Loring, Wolcott & Coolidge August 2011 - Present
Zevin Asset Management May 2011 - August 2011
The Roosevelt Investment Group, Inc July 2008 - March 2010
Fiduciary Trust Company January 1998 - January 2008
Fiduciary Trust Company January 1989 - January 1998
Skills
Outlook, Bookkeeping, Training, Microsoft Word, Wealth Management, PowerPoint, Microsoft Office, Relationship Management, AddVantage, Global Plus, Quicken
Education
Emmanuel College 1999 — 2005
Mount Washington College 1986 — 1988
Associates, Executive Secretarial
Emmanuel College
Bachelor of Science Degree, Business Management
Loring, Wolcott & Coolidge August 2011 - Present
Zevin Asset Management May 2011 - August 2011
The Roosevelt Investment Group, Inc July 2008 - March 2010
Fiduciary Trust Company January 1998 - January 2008
Fiduciary Trust Company January 1989 - January 1998
Skills
Outlook, Bookkeeping, Training, Microsoft Word, Wealth Management, PowerPoint, Microsoft Office, Relationship Management, AddVantage, Global Plus, Quicken
Education
Emmanuel College 1999 — 2005
Mount Washington College 1986 — 1988
Associates, Executive Secretarial
Emmanuel College
Bachelor of Science Degree, Business Management
Suzanne McDonald's Loring, Wolcott & Coolidge Experience July 2006 - January 2013
Job
Industry Financial Services
Experience
Choate, Hall & Stewart February 2013 - Present
Loring, Wolcott & Coolidge July 2006 - January 2013
Education
Saint Anselm College 1993 — 1997
Choate, Hall & Stewart February 2013 - Present
Loring, Wolcott & Coolidge July 2006 - January 2013
Education
Saint Anselm College 1993 — 1997
Brian Tow's Loring, Wolcott & Coolidge Experience January 2000 - Present
Job Head Trader at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge January 2000 - Present
Loring, Wolcott & Coolidge September 1990 - December 1999
Shawmut Bank 1987 - 1990
Skills
Equities, Wealth Management, Portfolio Management, Asset Managment, Trading Systems, Banking, Financial Analysis, Securities, Asset Management, Equity Trading
Education
Eastern Nazarene College 1993 — 1997
B.S., Business
Loring, Wolcott & Coolidge January 2000 - Present
Loring, Wolcott & Coolidge September 1990 - December 1999
Shawmut Bank 1987 - 1990
Skills
Equities, Wealth Management, Portfolio Management, Asset Managment, Trading Systems, Banking, Financial Analysis, Securities, Asset Management, Equity Trading
Education
Eastern Nazarene College 1993 — 1997
B.S., Business
Brian O'Keeffe's Loring, Wolcott & Coolidge Experience May 2012 - Present
Job Manager of Risk and Compliance at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
Loring, Wolcott & Coolidge May 2012 - Present
Loring, Wolcott & Coolidge July 2010 - May 2012
Northeastern Banking Services Group January 2009 - June 2010
CCR LLP May 2006 - January 2009
Mercator Advisory Group January 2005 - April 2006
Skills
Credit, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
University of New Hampshire 1995 — 1998
BA, Economics
Loring, Wolcott & Coolidge May 2012 - Present
Loring, Wolcott & Coolidge July 2010 - May 2012
Northeastern Banking Services Group January 2009 - June 2010
CCR LLP May 2006 - January 2009
Mercator Advisory Group January 2005 - April 2006
Skills
Credit, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2002
Master of Business Administration (MBA)
University of New Hampshire 1995 — 1998
BA, Economics
Beverley Greenfield's Loring, Wolcott & Coolidge Experience April 2004 - April 2007
Job Executive Assistant at VCE
Industry Information Technology and Services
Experience
VCE, the Virtual Computing Environment Company May 2012 - Present
Bain Capital March 2007 - April 2012
Loring, Wolcott & Coolidge April 2004 - April 2007
Putnam Investments 2002 - 2004
Skills
Salesforce.com, Event Planning, Outlook, Program Management, Management, Strategy, Project Management, Business Development, Strategic Planning, Leadership, Fundraising, Analysis, Data Analysis, Team Leadership, Vendor Management, Enterprise Software, Microsoft Excel, Microsoft Office, Budgets, PowerPoint
Education
Cambridge College 2003 — 2010
BS, Business Management
VCE, the Virtual Computing Environment Company May 2012 - Present
Bain Capital March 2007 - April 2012
Loring, Wolcott & Coolidge April 2004 - April 2007
Putnam Investments 2002 - 2004
Skills
Salesforce.com, Event Planning, Outlook, Program Management, Management, Strategy, Project Management, Business Development, Strategic Planning, Leadership, Fundraising, Analysis, Data Analysis, Team Leadership, Vendor Management, Enterprise Software, Microsoft Excel, Microsoft Office, Budgets, PowerPoint
Education
Cambridge College 2003 — 2010
BS, Business Management
Liz Ochoa's Loring, Wolcott & Coolidge Experience August 2014 - Present
Job Trust Advisor
Industry Financial Services
Experience
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Loring, Wolcott & Coolidge August 2014 - Present
Tompkins Financial Advisors February 2013 - July 2014
Sontag Advisory May 2012 - December 2012
AXA Equitable July 2008 - May 2012
AXA Equitable October 2006 - July 2008
AXA Equitable July 2002 - October 2006
State Bar of Michigan January 1999 - December 2001
Skills
Estate Planning, Tax, Succession Planning, Trusts, Non-profits, Insurance, Legal Research, Estate Tax Planning, Asset Protection, Public Speaking, Investments, Series 7, Strategic Financial..., Wealth Management, Retirement Planning, High Net Worth..., Securities, Mutual Funds, Asset Managment, Wealth, Nonprofits, Wealth Management..., Asset Allocation, Investment Advisory, Investment Management, Retirement, Fixed Annuities, Financial Planners, Asset Management, Financial Advisory, Financial Services, Estate Law, Equities, Life Insurance, Investment Strategies, Personal Finance, Financial Planning
Education
University of Denver - Sturm College of Law 2002 — 2005
LLM
Thomas M. Cooley Law School 1998 — 2001
JD
Michigan State University 1993 — 1998
B.A.
Ray Perry, CIPM's Loring, Wolcott & Coolidge Experience February 2008 - July 2012
Job Business Systems Consultant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Wells Fargo August 2015 - Present
Loring, Wolcott & Coolidge Trust, LLC. August 2012 - June 2015
Loring, Wolcott & Coolidge February 2008 - July 2012
State Street Global Advisors June 2007 - January 2008
MFC Global Investments March 2004 - June 2007
Investors Bank & Trust February 2001 - March 2004
PFPC 1997 - 2001
State Street Research and Management 1992 - 1997
Skills
Mutual Funds, Investments, Asset Management, Equities, Financial Services, Analytics, Process Improvement, Risk Management, Fixed Income, Private Equity, Middle Office, Performance Attribution, Financial Reporting, Investment Strategies, Financial Modeling, Estate Planning, Securities, Performance Measurement, ETFs, Banking, Hedge Funds, Institutional..., Microsoft Excel, Credit, Portfolio Management, Access, Microsoft Office, Alternative Investments, Financial Analysis, Performance Analysis, Fund Accounting, Relationship Management, Investment Advisory, Bloomberg, Corporate Actions, Wealth Management, Derivatives, Due Diligence, SQL, Business Analysis, Equity Research, Series 7, Investment Management, Asset Allocation
Education
Suffolk University - Sawyer School of Management 1994 — 1998
MBA
Bentley University 1988 — 1992
BS, Finance
AMA Training
Fritz Sanon's Loring, Wolcott & Coolidge Experience 2006 - 2007
Job Payroll Supervisor at Destination XL Group, Inc
Industry Computer Software
Experience
Destination XL Group, Inc. March 2013 - Present
Destination XL Group, Inc. October 2011 - February 2013
Hebrew Rehabilitation Center August 2009 - October 2011
FAST, A Microsoft® Subsidiary February 2007 - February 2009
Loring, Wolcott & Coolidge 2006 - 2007
Akamai Technologies April 2006 - October 2006
Houghton Mifflin Harcourt April 2004 - April 2005
Highgate Manor September 2000 - December 2004
Skills
Human Resources, Employee Relations, Accounting, Microsoft Excel, PeopleSoft, Applicant Tracking..., Outlook, Recruiting, Talent Acquisition, HRIS, Benefits Administration, Onboarding, ADP Enterprise, ADP E-Time, ADP Reporting, Kronos Timekeeping, Multi-state Payroll...
Education
Florida Tech University 2009 — 2015
Business Managemet, B+
University of Massachusetts Boston 1993 — 1995
Business Management
Destination XL Group, Inc. March 2013 - Present
Destination XL Group, Inc. October 2011 - February 2013
Hebrew Rehabilitation Center August 2009 - October 2011
FAST, A Microsoft® Subsidiary February 2007 - February 2009
Loring, Wolcott & Coolidge 2006 - 2007
Akamai Technologies April 2006 - October 2006
Houghton Mifflin Harcourt April 2004 - April 2005
Highgate Manor September 2000 - December 2004
Skills
Human Resources, Employee Relations, Accounting, Microsoft Excel, PeopleSoft, Applicant Tracking..., Outlook, Recruiting, Talent Acquisition, HRIS, Benefits Administration, Onboarding, ADP Enterprise, ADP E-Time, ADP Reporting, Kronos Timekeeping, Multi-state Payroll...
Education
Florida Tech University 2009 — 2015
Business Managemet, B+
University of Massachusetts Boston 1993 — 1995
Business Management
Glenda Richards, CTFA's Loring, Wolcott & Coolidge Experience October 2004 - March 2015
Job Trust Administrator at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
Loring Wolcott & Coolidge Trust LLC July 2014 - Present
Loring, Wolcott & Coolidge October 2004 - March 2015
Investors Bank & Trust August 2000 - February 2002
Boston Financial Data Services March 1999 - September 2000
Education
Mount Holyoke College 1992 — 1996
Bachelor's degree, History and Religion
Diana Colon-Manley's Loring, Wolcott & Coolidge Experience May 2000 - March 2008
Job Financial Services Professional
Industry Financial Services
Experience
Loring, Wolcott & Coolidge May 2000 - March 2008
Loring, Wolcott & Coolidge May 2000 - March 2008
Citizens Bank May 1998 - May 2000
Skills
Customer Service, Investments, Securities, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Estate Planning, Banking, Equities, Financial Reporting, Accounting, Process Improvement, Account Reconciliation, Financial Services, Management
Education
Rhode Island College
BS, Business Administration and Management, General
Classical High School - Providence, RI 1992 — 1996
Loring, Wolcott & Coolidge May 2000 - March 2008
Loring, Wolcott & Coolidge May 2000 - March 2008
Citizens Bank May 1998 - May 2000
Skills
Customer Service, Investments, Securities, Wealth Management, Financial Analysis, Asset Management, Portfolio Management, Estate Planning, Banking, Equities, Financial Reporting, Accounting, Process Improvement, Account Reconciliation, Financial Services, Management
Education
Rhode Island College
BS, Business Administration and Management, General
Classical High School - Providence, RI 1992 — 1996
Julie Mackin's Loring, Wolcott & Coolidge Experience November 2014 - Present
Job Trust Assistant at Loring, Wolcott & Coolidge
Industry Investment Management
Experience
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Loring, Wolcott & Coolidge November 2014 - Present
Harvard Business School, Baker Library March 2013 - November 2014
Boston Private Bank September 2011 - March 2013
Boston Private Bank & Trust June 2010 - November 2011
Trillium Asset Management August 2006 - June 2010
Wellington Management August 2000 - January 2006
Skills
Analysis, Financial Analysis, Fixed Income, Management, Investments, Research, Business Development, Equities, Wealth Management, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, APX, Onboarding, RFP, Processing, Client Services
Education
Simmons College 2001 — 2003
MLS, Library Science
Utah State University 1998 — 2000
MA, History - Early Modern British
Virginia Polytechnic Institute and State University 1995 — 1998
BA, History
Alisa Kim O'Neil's Loring, Wolcott & Coolidge Experience January 2013 - September 2015
Job at
Industry Financial Services
Experience
Boston Financial Management, Inc. September 2015 - Present
Loring, Wolcott & Coolidge January 2013 - September 2015
Loring, Wolcott & Coolidge May 2008 - January 2013
Cushing & Dolan 2007 - 2008
U.S. Trust Company, N.A. 2002 - 2007
Skills
Trusts, Estate Tax Planning, Estate Planning, Probate, Wealth Management, Estate Administration, Wills, Trust Services, High Net Worth..., Wealth Management..., Estate Law, Trust Management, Wealth
Education
Suffolk University Law School 1999 — 2002
Juris Doctor
Boston Financial Management, Inc. September 2015 - Present
Loring, Wolcott & Coolidge January 2013 - September 2015
Loring, Wolcott & Coolidge May 2008 - January 2013
Cushing & Dolan 2007 - 2008
U.S. Trust Company, N.A. 2002 - 2007
Skills
Trusts, Estate Tax Planning, Estate Planning, Probate, Wealth Management, Estate Administration, Wills, Trust Services, High Net Worth..., Wealth Management..., Estate Law, Trust Management, Wealth
Education
Suffolk University Law School 1999 — 2002
Juris Doctor
Ian Dwyer's Loring, Wolcott & Coolidge Experience April 1991 - May 1993
Job Director of Finance and Administration, Global Support at Boston University
Industry Education Management
Experience
Boston University July 2015 - Present
Wellesley College February 2015 - June 2015
Boston University January 2012 - July 2014
Boston University January 2010 - January 2012
Boston University January 2002 - January 2010
Boston University January 2000 - January 2002
Boston University May 1999 - January 2000
Boston University November 1995 - May 1999
Boston University May 1993 - November 1995
Loring, Wolcott & Coolidge April 1991 - May 1993
Skills
Fundraising, Public Speaking, Finance, Investments, Data Analysis, Strategy, Internal Audit, Leadership, Strategic Planning, Microsoft Excel, Budgets, Higher Education, Microsoft Office, Management, Nonprofits
Education
Boston University 1995 — 1998
MBA
Boston University 1984 — 1989
English
Middlesex School 1980 — 1984
Boston University July 2015 - Present
Wellesley College February 2015 - June 2015
Boston University January 2012 - July 2014
Boston University January 2010 - January 2012
Boston University January 2002 - January 2010
Boston University January 2000 - January 2002
Boston University May 1999 - January 2000
Boston University November 1995 - May 1999
Boston University May 1993 - November 1995
Loring, Wolcott & Coolidge April 1991 - May 1993
Skills
Fundraising, Public Speaking, Finance, Investments, Data Analysis, Strategy, Internal Audit, Leadership, Strategic Planning, Microsoft Excel, Budgets, Higher Education, Microsoft Office, Management, Nonprofits
Education
Boston University 1995 — 1998
MBA
Boston University 1984 — 1989
English
Middlesex School 1980 — 1984
Charles Conte's Loring, Wolcott & Coolidge Experience November 2007 - 2010
Job Treasury Analyst | Grand Circle Corporation
Industry Leisure, Travel & Tourism
Experience
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Grand Circle Corporation January 2013 - Present
Commonwealth Financial Network September 2010 - August 2012
Loring, Wolcott & Coolidge November 2007 - 2010
Nutter McClennen & Fish LLP 2003 - 2007
FundQuest July 2002 - May 2003
Harvard Management Company 2000 - 2001
Skills
Bloomberg, Microsoft Excel, Investments, MS Office Suite, SQL, Advent, PowerPoint, Portfolio Management, Access, Securities, Microsoft Word, Account Reconciliation, FX Hedging, Forecasting, Financial Modeling, Microsoft Office, Financial Analysis, Financial Services
Education
Suffolk University 1997 — 2000
BS, Economics
Saint Michael's College 1995 — 1996
Tim Pruszynski, CFA's Loring, Wolcott & Coolidge Experience June 2007 - September 2013
Job Assistant Manager, Portfolio Analytics at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
HarbourVest Partners September 2013 - Present
Loring, Wolcott & Coolidge June 2007 - September 2013
Wellington Management February 2007 - June 2007
Brown Company August 2005 - December 2006
Investors Bank & Trust July 2004 - July 2005
Education
Rochester Institute of Technology 2002 — 2004
MBA, Finance, Entrepreneurship
Syracuse University 1996 — 2000
BA, Political Science, Psychology
McQuaid Jesuit
Steve Poulos's Loring, Wolcott & Coolidge Experience September 2006 - May 2012
Job Investment Operation Analyst / Trader
Industry Financial Services
Experience
Loring, Wolcott & Coolidge September 2006 - May 2012
State Street March 2005 - September 2006
Poulos Construction April 1998 - August 2005
New York Life Insurance Company January 2004 - March 2005
Education
Salem State University 2000 — 2003
Bachelor of Science in Business Administration, Finance & Accounting
Loring, Wolcott & Coolidge September 2006 - May 2012
State Street March 2005 - September 2006
Poulos Construction April 1998 - August 2005
New York Life Insurance Company January 2004 - March 2005
Education
Salem State University 2000 — 2003
Bachelor of Science in Business Administration, Finance & Accounting
Nancie Roan's Loring, Wolcott & Coolidge Experience May 2013 - October 2013
Job Executive Assistant/ Administrative Assistant
Industry Executive Office
Experience
Essex Partners January 2015 - July 2015
Loring, Wolcott & Coolidge May 2013 - October 2013
Saltonstall Family Office March 2013 - April 2013
Spencer Stuart October 2012 - February 2013
Sonesta Hotels August 2012 - September 2012
Ragamont House January 2010 - December 2011
Berkshire Preparatory School August 2005 - January 2009
Barrington Stage March 2004 - August 2005
Law Office of Linda Jackson, Esq March 2002 - January 2004
Milton Bradley Co January 1997 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Event Planning, Administrative..., Team Building, Social Media, Marketing, Time Management, Process Scheduler, Recruiting, Project Planning, Management, Public Speaking
Education
Springfield College 1971 — 1974
Art In Urban Life Program
Katharine Gibbs 1974 — 1975
Certification, Special Course for College Women, 4.0
Essex Partners January 2015 - July 2015
Loring, Wolcott & Coolidge May 2013 - October 2013
Saltonstall Family Office March 2013 - April 2013
Spencer Stuart October 2012 - February 2013
Sonesta Hotels August 2012 - September 2012
Ragamont House January 2010 - December 2011
Berkshire Preparatory School August 2005 - January 2009
Barrington Stage March 2004 - August 2005
Law Office of Linda Jackson, Esq March 2002 - January 2004
Milton Bradley Co January 1997 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Event Planning, Administrative..., Team Building, Social Media, Marketing, Time Management, Process Scheduler, Recruiting, Project Planning, Management, Public Speaking
Education
Springfield College 1971 — 1974
Art In Urban Life Program
Katharine Gibbs 1974 — 1975
Certification, Special Course for College Women, 4.0
Barbara Kendall's Loring, Wolcott & Coolidge Experience October 1995 - September 1996
Job Trust Officer at Bowditch & Dewey, LLP
Industry Law Practice
Experience
Bowditch & Dewey, LLP August 2006 - Present
BankBoston, NA and Fleet Private Clients Group September 1996 - November 2003
Loring, Wolcott & Coolidge October 1995 - September 1996
Bank of Boston May 1992 - October 1995
Skills
Fiduciary Services, Trusts, Investments, Wealth Management, Estate Administration, Estate Planning, Real Estate, Customer Service
Education
Boston University School of Law 1990 — 1991
LLM, Taxation
Suffolk University Law School 1986 — 1989
JD, Law
University of Vermont 1980 — 1984
Bachelor of Science, Human Nutrition and Foods
Bowditch & Dewey, LLP August 2006 - Present
BankBoston, NA and Fleet Private Clients Group September 1996 - November 2003
Loring, Wolcott & Coolidge October 1995 - September 1996
Bank of Boston May 1992 - October 1995
Skills
Fiduciary Services, Trusts, Investments, Wealth Management, Estate Administration, Estate Planning, Real Estate, Customer Service
Education
Boston University School of Law 1990 — 1991
LLM, Taxation
Suffolk University Law School 1986 — 1989
JD, Law
University of Vermont 1980 — 1984
Bachelor of Science, Human Nutrition and Foods
Christine Izzo's Loring, Wolcott & Coolidge Experience July 1997 - Present
Job Senior Trust Administrator at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge July 1997 - Present
ABEL Partners December 1995 - July 1997
Crosby Advisors LLC 1993 - December 1995
Keystone Investment Management Corp. 1992 - 1993
Skills
Trusts, Estate Planning, Wealth Management, Alternative Investments, Investments, Estate Administration, Securities, Asset Management
Education
Boston University 1985 — 1990
BSBA, Finance, General
Loring, Wolcott & Coolidge July 1997 - Present
ABEL Partners December 1995 - July 1997
Crosby Advisors LLC 1993 - December 1995
Keystone Investment Management Corp. 1992 - 1993
Skills
Trusts, Estate Planning, Wealth Management, Alternative Investments, Investments, Estate Administration, Securities, Asset Management
Education
Boston University 1985 — 1990
BSBA, Finance, General
Louis Hirsch, CPA's Loring, Wolcott & Coolidge Experience September 2006 - March 2009
Job at Department of Treasury
Industry Accounting
Experience
Department of Treasury March 2010 - Present
Loring, Wolcott & Coolidge September 2006 - March 2009
Welch & Forbes LLC October 2004 - September 2006
Hale and Dorr LLP November 2001 - October 2004
PricewaterhouseCoopers November 1998 - August 2001
Skills
Estate Tax Planning, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Research, Tax Law, IRS, Estate Planning, Partnership Taxation, Tax Accounting, Financial Reporting, International Tax, Accounts Payable, Financial Planners, Forensic Accounting, Accounting, Mutual Funds, Tax Advisory, Preparation, CPA, Due Diligence, High Net Worth..., Financial Analysis, Small Business, Tax Returns, Financial Statements, GAAP, Trusts, State Tax
Education
Bentley University 1990 — 1992
MSA
Clark University 1981 — 1985
Department of Treasury March 2010 - Present
Loring, Wolcott & Coolidge September 2006 - March 2009
Welch & Forbes LLC October 2004 - September 2006
Hale and Dorr LLP November 2001 - October 2004
PricewaterhouseCoopers November 1998 - August 2001
Skills
Estate Tax Planning, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Research, Tax Law, IRS, Estate Planning, Partnership Taxation, Tax Accounting, Financial Reporting, International Tax, Accounts Payable, Financial Planners, Forensic Accounting, Accounting, Mutual Funds, Tax Advisory, Preparation, CPA, Due Diligence, High Net Worth..., Financial Analysis, Small Business, Tax Returns, Financial Statements, GAAP, Trusts, State Tax
Education
Bentley University 1990 — 1992
MSA
Clark University 1981 — 1985
Nancy Bruder's Loring, Wolcott & Coolidge Experience 1989 - 1999
Job Security Secretary at Rockingham County NH
Industry Financial Services
Experience
Rockingham County NH July 2012 - Present
MetLife Financial Services June 2011 - December 2012
NCR Consulting, Inc. 1999 - 2007
Loring, Wolcott & Coolidge 1989 - 1999
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Executive Office..., Organized self-starter, Positive Can-do Attitude, Eye for Details, Conscientious, Highly articulate, Client Liaison, Outstanding..., Administrative..., Business, Office Management, Key Account Management, Community Outreach, Database Design, E-Learning, Invoicing, Negotiation, Kaizen, Windows, Internet, Email distribution, Lotus Notes, Microsoft Word, Formatting Documents, Writing, General Correspondence, Mail Merge, E-money, QuickBooks, PowerPoint, Heavy Calendaring, Marketing Research, Social Networking, Newsletters, Problem Solving, Sustainability, Phone Screening, Troubleshooting, Training, Staff Supervision, Seminars, CRM, Marketing, Administration, Project Coordination, Alternative Investments
Education
Southern NH University 2011 — 2012
Human Resources Management and Services
New England College of Business and Finance
Certificate, Trust Functions & Services / Personal & Charitable Gifting
Rockingham County NH July 2012 - Present
MetLife Financial Services June 2011 - December 2012
NCR Consulting, Inc. 1999 - 2007
Loring, Wolcott & Coolidge 1989 - 1999
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Executive Office..., Organized self-starter, Positive Can-do Attitude, Eye for Details, Conscientious, Highly articulate, Client Liaison, Outstanding..., Administrative..., Business, Office Management, Key Account Management, Community Outreach, Database Design, E-Learning, Invoicing, Negotiation, Kaizen, Windows, Internet, Email distribution, Lotus Notes, Microsoft Word, Formatting Documents, Writing, General Correspondence, Mail Merge, E-money, QuickBooks, PowerPoint, Heavy Calendaring, Marketing Research, Social Networking, Newsletters, Problem Solving, Sustainability, Phone Screening, Troubleshooting, Training, Staff Supervision, Seminars, CRM, Marketing, Administration, Project Coordination, Alternative Investments
Education
Southern NH University 2011 — 2012
Human Resources Management and Services
New England College of Business and Finance
Certificate, Trust Functions & Services / Personal & Charitable Gifting
Dean Huggins, CRM's Loring, Wolcott & Coolidge Experience 1999 - March 2009
Job Chief Archivist and Records Manager at Boston Redevelopment Authority
Industry Government Administration
Experience
Boston Redevelopment Authority March 2009 - Present
Loring, Wolcott & Coolidge 1999 - March 2009
Duke Engineering & Services 1997 - 1999
Yankee Atomic Electric Company 1986 - 1997
Skills
Records Management, EDRMS, Information Management, Document Management, SharePoint
Education
New England School of Banking at Williams College 2001 — 2002
Certificate, Trust Program
Simmons College
MS, Library and Information Science
Boston University
BS, Journalism
Boston Redevelopment Authority March 2009 - Present
Loring, Wolcott & Coolidge 1999 - March 2009
Duke Engineering & Services 1997 - 1999
Yankee Atomic Electric Company 1986 - 1997
Skills
Records Management, EDRMS, Information Management, Document Management, SharePoint
Education
New England School of Banking at Williams College 2001 — 2002
Certificate, Trust Program
Simmons College
MS, Library and Information Science
Boston University
BS, Journalism
Christine Sazin's Loring, Wolcott & Coolidge Experience August 2001 - February 2008
Job Retired
Industry Arts and Crafts
Experience
Fayette District, Flint River Council, BSA--volunteer February 2014 - Present
Ahni & Zoe by Creative Memories July 2012 - August 2014
Old Colony Council BSA 1988 - July 2013
Rockland Public Schools September 2009 - January 2013
Market America Unfranchise Owner April 2009 - August 2012
Loring, Wolcott & Coolidge August 2001 - February 2008
Market Enterprises or Marketing specialists 1997 - 2000
Skills
Public Speaking, Teaching, Sales, Training, Event Planning, Coaching, Marketing, Facebook, Email Marketing, Advertising, Online Marketing, Event Management, Home Based Business, Online Advertising, Marketing Strategy, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Volunteer Management, Microsoft Excel, Marketing Communications, Leadership Development, Budgets, Digital Photography, Program Development, Research, Staff Development, Community Outreach, Account Management, Non-profit..., New Business Development, Volunteering, Fundraising, Small Business, Social Media, Team Building, Social Networking, Photography
Education
Bridgewater State University 1985 — 1991
M.Ed., Counseling
Salem State College 1970 — 1973
Bachelor of Science (BS), Business Education
Burdett College 1968 — 1970
Diploma, Executive Secretarial
Norwell High School 1964 — 1968
Diploma, Business/Commerce, General
Fayette District, Flint River Council, BSA--volunteer February 2014 - Present
Ahni & Zoe by Creative Memories July 2012 - August 2014
Old Colony Council BSA 1988 - July 2013
Rockland Public Schools September 2009 - January 2013
Market America Unfranchise Owner April 2009 - August 2012
Loring, Wolcott & Coolidge August 2001 - February 2008
Market Enterprises or Marketing specialists 1997 - 2000
Skills
Public Speaking, Teaching, Sales, Training, Event Planning, Coaching, Marketing, Facebook, Email Marketing, Advertising, Online Marketing, Event Management, Home Based Business, Online Advertising, Marketing Strategy, Strategic Planning, Microsoft Word, Microsoft Office, PowerPoint, Volunteer Management, Microsoft Excel, Marketing Communications, Leadership Development, Budgets, Digital Photography, Program Development, Research, Staff Development, Community Outreach, Account Management, Non-profit..., New Business Development, Volunteering, Fundraising, Small Business, Social Media, Team Building, Social Networking, Photography
Education
Bridgewater State University 1985 — 1991
M.Ed., Counseling
Salem State College 1970 — 1973
Bachelor of Science (BS), Business Education
Burdett College 1968 — 1970
Diploma, Executive Secretarial
Norwell High School 1964 — 1968
Diploma, Business/Commerce, General
Kathleen Day Paradis's Loring, Wolcott & Coolidge Experience 1995 - 2000
Job
Industry Law Practice
Experience
Ropes & Gray LLP 2000 - November 2014
Loring, Wolcott & Coolidge 1995 - 2000
Ropes & Gray LLP 1988 - 1995
Skills
CISP designation...
Education
Suffolk University Law School 1990 — 1994
JD
Boston College 1980 — 1984
BA, English/Communications
Ropes & Gray LLP 2000 - November 2014
Loring, Wolcott & Coolidge 1995 - 2000
Ropes & Gray LLP 1988 - 1995
Skills
CISP designation...
Education
Suffolk University Law School 1990 — 1994
JD
Boston College 1980 — 1984
BA, English/Communications
Alison Boucher's Loring, Wolcott & Coolidge Experience October 2013 - Present
Job Investment Operations Specialist at Loring, Wolcott & Coolidge
Industry Accounting
Experience
Loring, Wolcott & Coolidge October 2013 - Present
BNY Mellon August 2011 - October 2013
Yarlas, Kaplan, Santilli & Moran, Ltd. February 2011 - April 2011
Bryant University September 2008 - December 2010
Skills
Investments, Bloomberg, General Ledger, Tax Preparation, Finance, Accounting, Microsoft Office, Fund Accounting, Microsoft Excel, Financial Services, Account Reconciliation, Risk Management, Teamwork, Financial Reporting, Microsoft Word, Access, Outlook, Time Management, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with a Concentration in Accounting
Central Catholic High School 2003 — 2007
Loring, Wolcott & Coolidge October 2013 - Present
BNY Mellon August 2011 - October 2013
Yarlas, Kaplan, Santilli & Moran, Ltd. February 2011 - April 2011
Bryant University September 2008 - December 2010
Skills
Investments, Bloomberg, General Ledger, Tax Preparation, Finance, Accounting, Microsoft Office, Fund Accounting, Microsoft Excel, Financial Services, Account Reconciliation, Risk Management, Teamwork, Financial Reporting, Microsoft Word, Access, Outlook, Time Management, Financial Statements
Education
Suffolk University 2014 — 2017
Master of Business Administration (MBA)
Bryant University 2007 — 2011
Bachelor of Science (B.S.), Business Administration with a Concentration in Accounting
Central Catholic High School 2003 — 2007
Mary Duffey's Loring, Wolcott & Coolidge Experience Assistant General CounselLoring, Wolcott & Coolidge Trust LLC2013 - Present
Job Associate Trust Counsel at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge Assistant General CounselLoring, Wolcott & Coolidge Trust LLC2013 - Present
Skills
Portfolio Management, Investments, Wealth Management
Education
Boston University School of Law 1980 — 1983
Doctor of Law (JD), Law
Loring, Wolcott & Coolidge Assistant General CounselLoring, Wolcott & Coolidge Trust LLC2013 - Present
Skills
Portfolio Management, Investments, Wealth Management
Education
Boston University School of Law 1980 — 1983
Doctor of Law (JD), Law
Christine Sablone's Loring, Wolcott & Coolidge Experience October 2010 - Present
Job Senior Business Analyst at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge October 2010 - Present
SLG Benefits & Insurance LLC October 2009 - October 2010
BradBASE Services 2006 - 2009
Fidelity Investments June 1998 - January 2003
Skills
Business Analysis, Systems Analysis, Crystal Reports, SQL, Relational Databases, Accounting, Software Project..., Databases, Requirements Gathering, Microsoft SQL Server, Financial Services, Team Leadership, Project Management, Software Development, Access
Education
Merrimack College 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Loring, Wolcott & Coolidge October 2010 - Present
SLG Benefits & Insurance LLC October 2009 - October 2010
BradBASE Services 2006 - 2009
Fidelity Investments June 1998 - January 2003
Skills
Business Analysis, Systems Analysis, Crystal Reports, SQL, Relational Databases, Accounting, Software Project..., Databases, Requirements Gathering, Microsoft SQL Server, Financial Services, Team Leadership, Project Management, Software Development, Access
Education
Merrimack College 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, Accounting
Jo-Ann Capobianco's Loring, Wolcott & Coolidge Experience
Job Tax Advisor at Loring, Wolcott & Coolidge
Industry Financial Services
Experience
Loring, Wolcott & Coolidge
Skills
Personal and Fiduciary..., Tax Planning, Tax Advisory, High Net Worth..., Financial Analysis, Income Tax, Tax Preparation
Education
Bryant University Graduate School of Business 1991 — 1994
Master of Science in Taxation, Tax Law/Taxation
Bryant University 1982 — 1986
Bachelor of Science (BS), Accounting
Bryant University
Loring, Wolcott & Coolidge
Skills
Personal and Fiduciary..., Tax Planning, Tax Advisory, High Net Worth..., Financial Analysis, Income Tax, Tax Preparation
Education
Bryant University Graduate School of Business 1991 — 1994
Master of Science in Taxation, Tax Law/Taxation
Bryant University 1982 — 1986
Bachelor of Science (BS), Accounting
Bryant University