Mayflower Advisors, LLC

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Mayflower Advisors, LLC Employees

Employee
Years
Job
Industry
Joseph Kendall Joseph Kendall Boston, Massachusetts Details
Joseph Kendall's Mayflower Advisors, LLC Experience October 2014 - Present
Job Registered Associate
Industry Financial Services
Experience
Mayflower Advisors, LLC   October 2014 - Present
Goldman Sachs  August 2011 - July 2014
Goldman Sachs Asset Management  April 2010 - August 2011
Quantitative Risk Management  January 2006 - April 2010
Bobtail Soda Fountain   April 2004 - December 2005

Skills
Marketing, Sales, Selling, Editing, Marketing Strategy, Public Speaking, Sales Operations, Customer Service, Public Relations, Mutual Funds

Education
Northwestern University   2003 — 2005
MA, Literature

Northwestern University   1996 — 2000
BA, English

Noble and Greenough School   1992 — 1996

Vin Brod Vin Brod Greater Boston Area Details
Vin Brod's Mayflower Advisors, LLC Experience November 2005 - Present
Job Financial Advisor at Mayflower Advisors, LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC   November 2005 - Present
Advest, Inc.   September 2004 - September 2005
Winslow, Evans & Crocker   September 2002 - September 2004
H.C. Wainwright & Co   September 2000 - September 2002
New England Securites   September 1996 - September 2000

Education
Northeastern University
BS, Economics

Sacred Heart High School, Weymouth MA   1982 — 1985
Economics

Craig Fuglestad Craig Fuglestad Greater Boston Area Details
Craig Fuglestad's Mayflower Advisors, LLC Experience June 2014 - Present
Job Operations Associate at Mayflower Advisors, LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC   June 2014 - Present
Mayflower Advisors, LLC   May 2012 - December 2013
Noon Hill Grill   May 2011 - August 2011
Big Papi's Grille   April 2010 - January 2011

Education
University of Massachusetts at Amherst - Isenberg School of Management   2010 — 2014
Finance, General

Medfield High School   2006 — 2010

Steven Dimitriou Steven Dimitriou Greater Boston Area Details
Steven Dimitriou's Mayflower Advisors, LLC Experience September 2002 - Present
Job Managing Partner at Mayflower Advisors, LLC
Industry Financial Services
Experience
National Association of Plan Advisors (NAPA)   March 2014 - Present
Mayflower Advisors, LLC   September 2002 - Present
National Association of Plan Advisors (NAPA)   May 2012 - March 2014
H. C. Wainwright & Co., Inc.   February 1999 - September 2002
BT Alex. Brown  October 1995 - February 1999

Skills
Investments, Retirement Planning, Financial Advisory, Retirement, Pensions, Mutual Funds, ERISA, Retirement Plan..., Investment Advisory, Wealth Management, Financial Services, Series 63, Series 7, 401k, Asset Allocation

Education
Colby College   1987 — 1991
BA, Honors Physics & Economics, Minor in Mathematics

Damien DePeter Damien DePeter Winchester, Massachusetts Details
Damien DePeter's Mayflower Advisors, LLC Experience November 2013 - Present
Job Senior Financial Advisor at Mayflower Advisors, LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC   November 2013 - Present
UBS Financial Services  2007 - November 2013
IBM  2001 - 2007
Mainspring  August 2000 - August 2001
InSource  September 1997 - August 2000
Accenture  1995 - 1997

Skills
Financial Advisory, Investments, Asset Allocation, Concentrated Stock..., Multi-generational..., Business-Owner Planning, Retirement Planning, Insurance, Financial Services, Management Consulting, Entrepreneurship, Strategy

Education
Connecticut College   1991 — 1995
B.A., Economics (Cum Laude)

Paul Soares Paul Soares Greater Boston Area Details
Paul Soares's Mayflower Advisors, LLC Experience Manager Order ProcessingCompugraphic CorporationJune 1983 - October 1985
Job Financial Advisor at Mayflower Advisors, LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC   Manager Order ProcessingCompugraphic CorporationJune 1983 - October 1985
Nashua Corporation  May 1980 - June 1982
Beebe Rubber Company   September 1978 - May 1980
Hammaplast Inc   September 1977 - September 1978

Education
University of Massachusetts, Amherst   1974 — 1977
BBA, Accounting & MIS

Bristol Community College   1973 — 1974
Associates, Biology

Mayville State College   1972 — 1973
PreMed, Biology

Jeff Mehne, AIF Jeff Mehne, AIF Greater Boston Area Details
Jeff Mehne, AIF's Mayflower Advisors, LLC Experience July 2015 - Present
Job Registered Associate, Mayflower Advisors LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC   July 2015 - Present
Natixis Global Asset Management  September 2013 - January 2015
ADP  September 2009 - September 2013
Fidelity Investments  2003 - 2009

Skills
401k, Mutual Funds, Series 63, Series 7

Education
Babson College   1998 — 2002

Kristen (De Leo) Doyle Kristen (De Leo) Doyle Boston, Massachusetts Details
Kristen (De Leo) Doyle's Mayflower Advisors, LLC Experience September 2009 - January 2012
Job Investment Analyst at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company   June 2014 - Present
Loomis, Sayles & Company   January 2012 - June 2014
Mayflower Advisors, LLC   September 2009 - January 2012
Mayflower Advisors, LLC   September 2007 - August 2009
Deutsche Bank  June 2006 - August 2006

Education
Boston University Graduate School of Management   2011 — 2014
Master of Business Administration (MBA), Finance Concentration, Graduated with Honors

Boston College - Carroll School of Management   2003 — 2007
B.S., Finance, Marketing