Mintz Levin Financial Advisors

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Mintz Levin Financial Advisors Employees

Employee
Years
Job
Industry
Courtney Cannon-Booth Courtney Cannon-Booth Greater Boston Area Details
Courtney Cannon-Booth's Mintz Levin Financial Advisors Experience April 2011 - March 2012
Job Senior Community Investment Specialist at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable  March 2015 - Present
Comcast  March 2012 - March 2015
Mintz Levin Financial Advisors   April 2011 - March 2012
Bertuccis  February 2010 - May 2011
CBS Radio / VIACOM   May 2009 - January 2011
Comcast  May 2010 - December 2010
Bentley University  May 2008 - June 2008

Skills
Outlook, PowerPoint, Word, Excel, Administration, Access, Microsoft Office, Customer Service, Research, Social Media Marketing, Writing, Problem Solving, Facebook, Photoshop, Scheduling, Microsoft Excel, Microsoft Word, Management, Leadership, Analysis, Marketing, Event Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   2013 — 2017
Masters of Business Administration, Business

Bentley University   2007 — 2011
Bachelor of Science, Management and Liberal Studies

Copenhagen Business School   2009 — 2010
Business Administration and Management, General

Jim Hutton Johnson Jim Hutton Johnson Boston, Massachusetts Details
Jim Hutton Johnson's Mintz Levin Financial Advisors Experience January 2003 - June 2005
Job Sales and Business Development at Retroficiency
Industry Utilities
Experience
Retroficiency  January 2015 - Present
Retroficiency  June 2012 - December 2014
EnerNOC  July 2009 - June 2012
EnerNOC  April 2008 - July 2009
EnerNOC  July 2007 - April 2008
CSE Consulting  May 2006 - August 2006
Mintz Levin Financial Advisors   January 2003 - June 2005
Mintz Levin Financial Advisors   June 2001 - December 2002

Skills
Demand Response, Energy Efficiency, Smart Grid, Demand Side Management, Utilities, Cleantech, Sustainability, Direct Sales, Marketing Strategy, Energy, Energy Conservation, Demand-side Management, Strategy, Business Development, Start-ups, New Business Development, Business Strategy, Energy Audits

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2005 — 2007
MBA, Sustainable Enterprise

Brown University   1997 — 2001
AB, Economics

Reid Van Gorder, CFA Reid Van Gorder, CFA Somerville, Massachusetts Details
Reid Van Gorder, CFA's Mintz Levin Financial Advisors Experience February 2004 - April 2005
Job Vice President of Finance at ASCOA
Industry Financial Services
Experience
ASCOA  April 2005 - Present
Tufts University Varsity Sailing Team   May 2003 - Present
Mintz Levin Financial Advisors   February 2004 - April 2005
Boston City Water Taxi   June 2003 - December 2003

Skills
Creative Problem Solving, Project Development, Legal Document..., Financial Modeling, Cash Flow Projection, Financial Statement..., Valuations for..., Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit QuickBooks, Project Management, Cash Flow

Education
Tufts University   1999 — 2003
BA, Econometrics and Quantitative Economics

Jeremy Sandler Jeremy Sandler Greater Boston Area Details
Jeremy Sandler's Mintz Levin Financial Advisors Experience August 2011 - June 2012
Job Senior Financial Advisor at Wealth Management Company
Industry Financial Services
Experience
New England Private Wealth Advisors  May 2014 - Present
The Colony Group  July 2012 - May 2014
Mintz Levin Financial Advisors   August 2011 - June 2012

Skills
Finance, Investments, Asset Allocation, Financial Planning, Portfolio Management, Estate Planning, Retirement Planning, Wealth Management, Financial Analysis, Equities

Education
Babson College   2005 — 2007
Master of Business Administration (MBA), Entrepreneurship

Emory University   1998 — 2002
Bachelor of Business Administration (BBA), Finance and Information Technology

Todd DiGeronimo Todd DiGeronimo Greater Boston Area Details
Todd DiGeronimo's Mintz Levin Financial Advisors Experience June 2011 - August 2011
Job Forensic & Valuation Services Associate at Grant Thornton LLP
Industry Financial Services
Experience
Mintz Levin Financial Advisors   June 2011 - August 2011
Baystate Financial Services  October 2010 - December 2010
UBS  June 2010 - August 2010
Bank of America Merrill Lynch  February 2010 - May 2010

Skills
Bloomberg, Financial Modeling, Strategic Financial..., Equity Valuation

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2012 — 2013
Master of Science (M.S.), Finance

Bentley University   2008 — 2012
Bachelor of Science (B.S.), Finance

Colin McEvily Colin McEvily Boston, Massachusetts Details
Colin McEvily's Mintz Levin Financial Advisors Experience March 2012 - April 2012
Job Marketing Operations Specialist at L.E.K. Consulting
Industry Marketing and Advertising
Experience
L.E.K. Consulting   April 2012 - Present
Mintz Levin Financial Advisors   March 2012 - April 2012
Hemenway & Barnes  October 2011 - December 2011
Rebel One Artist Management   April 2011 - October 2011
The Bowery Presents  July 2010 - February 2011
Rebel One Artist Management   January 2010 - June 2010
SpringDay   July 2009 - December 2009

Skills
Google Analytics, SEO, Oracle CRM, CRM software, Microsoft Office, Constant Contact, Google Adwords, Skype, Facebook, Mac OS X, Adobe Illustrator, Adobe Photoshop, ContactEase, Quark, Gimp, Snippet, Wordpress, Twitter, LinkedIn, HootSuite, Eloqua, Drupal, Email Marketing, Event Management, Social Networking, Marketing

Education
Champlain College   2007 — 2011
Bachelor of Science, Business Management

University of New South Wales   2009 — 2009
Semester Abroad, Business/Marketing

Scott Stefanowicz Scott Stefanowicz Greater Boston Area Details
Scott Stefanowicz's Mintz Levin Financial Advisors Experience March 2012 - July 2012
Job Asst. Portfolio Manager at The Colony Group
Industry Financial Services
Experience
The Colony Group  November 2014 - Present
The Colony Group  July 2012 - November 2014
Mintz Levin Financial Advisors   March 2012 - July 2012
State Street Corp.  August 2009 - March 2012
Investors Bank & Trust  November 2005 - August 2009
Investors Bank & Trust  September 2003 - November 2005

Skills
Investments, Bloomberg, Mutual Funds, Equities, Securities, Financial Analysis, Alternative Investments, Asset Allocation, Account Reconciliation, Fixed Income

Education
Clemson University - College of Business and Behavioral Science   1999 — 2003
BS, Economics

Westford Academy

Liz Slobasky, CFP® Liz Slobasky, CFP® Washington D.C. Metro Area Details
Liz Slobasky, CFP®'s Mintz Levin Financial Advisors Experience 2001 - 2004
Job Vice President at CTS Capital Advisors
Industry Financial Services
Experience
CTS Capital Advisors  January 2012 - Present
CTS Capital Advisors  2008 - 2011
Citigroup  2004 - 2006
Mintz Levin Financial Advisors   2001 - 2004

Education
University of Maryland - Robert H. Smith School of Business   2006 — 2008
MBA

University of Wisconsin-Madison   1997 — 2001
BS

Georgetown Day School

Roger Skilling Roger Skilling Greater Boston Area Details
Roger Skilling's Mintz Levin Financial Advisors Experience 2000 - 2002
Job Senior Managing Editor at EBSCO Information Services
Industry Information Services
Experience
EBSCO Information Services  May 2012 - Present
Lawyers Weekly  June 2004 - May 2012
Freelance Editorial Services  2003 - 2005
Mintz Levin Financial Advisors   2000 - 2002
Mintz Levin Financial Advisors   1998 - 2000
TFS Financial Advisors at Tofias   1997 - 1998

Skills
Account Management, Online Advertising, Email Marketing, Publishing, Marketing Communications, Budgets, Social Media, Lead Generation, Editing, Operations Management, Social Media Marketing, Advertising, Public Relations, Management, Copywriting

Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)

University of Massachusetts, Amherst
Bachelor's degree, English

Elaine Bonoma, CFP®, RLP® Elaine Bonoma, CFP®, RLP® Greater Boston Area Details
Elaine Bonoma, CFP®, RLP®'s Mintz Levin Financial Advisors Experience 1998 - 2000
Job Vice President at Abaris Financial Group LLC
Industry Financial Services
Experience
Abaris Financial Group, LLC   February 2005 - Present
Financial Perspectives   2000 - 2005
Mintz Levin Financial Advisors   1998 - 2000

Skills
Strategic Financial..., Investment Advisory, Retirement Planning

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA

Blake Stuart Blake Stuart Greater Boston Area Details
Blake Stuart's Mintz Levin Financial Advisors Experience 2003 - 2008
Job Chief Operating Officer at North American Management Corp.
Industry Investment Management
Experience
North American Management Corporation  2008 - Present
Mintz Levin Financial Advisors   2003 - 2008
Acadian Asset Management  1996 - 2000

Education
Cornell University - S.C. Johnson Graduate School of Management   2000 — 2002
MBA

Bucknell University   1988 — 1992
B.A., Economics