Modera Wealth Management, LLC
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Modera Wealth Management, LLC Employees
Fandl, LLC May 2015 - Present
Modera Wealth Management, LLC January 2015 - January 2015
Omega Logistics June 2014 - August 2014
New York Stock Exchange July 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, English
Education
Lafayette College 2013 — 2017
Economics and Spanish
Lafayette College
Putnam Associates July 2014 - Present
Modera Wealth Management, LLC June 2013 - April 2014
Amgen June 2012 - August 2012
Bentley University May 2011 - June 2011
Skills
PowerPoint, Microsoft Excel, SPSS, Bloomberg Software, SAP, FactSet, Crystal Ball, Outlook, Financial Analysis, Time Management
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Economics-Finance, Law Minor, Cum Laude
Modera Wealth Management, LLC May 2013 - Present
AXA Equitable August 2005 - April 2013
Guggenheim Advisors, LLC. October 2004 - July 2005
Dover Management, LLC. June 2004 - September 2004
Education
State University of New York at Stony Brook 2001 — 2005
Bachelor of Science in Business Management, Finance, 3.6
Stuyvesant High School 1997 — 2001
High School, Math and Science
Modera Wealth Management, LLC 2014 - Present
Modera Wealth Management 2012 - 2014
LPL Financial 2011 - 2012
Rockland Trust Company 2010 - 2011
Baystate Financial Services 2006 - 2010
MetLife 1999 - 2004
MetLife 1992 - 1999
New England Financial 1980 - 1992
Education
Harvard University
BA
Boston University Graduate School of Management
MBA
JF Medical Collections Consultants July 2014 - Present
Palisades Rehabilitation Center 2013 - 2014
Modera Wealth Management, LLC August 2012 - December 2012
Quinn Service Agency October 2011 - June 2012
CB Richard Ellis 1989 - 1998
Skills
Medical Coding, Healthcare Management, ICD-9-CM, ICD-10, CPT, HIPAA, Medical Records, Medical Transcription, Medical Terminology, Appointment Scheduling, Medical Billing, ICD-9, Spreadsheets, Invoicing, Medisoft, Medicare, Multi-line Phone, Administrative..., Healthcare Industry, Medical Office, Health Insurance, HCPCS, Administrative...
Education
Lincoln Technical Institute-Paramus 2013 — 2013
Certification, Medical Insurance Coding Specialist/Coder, 4.0
Berkeley College-Woodland Park 1984 — 1986
Associate's degree, Business Administration and Management, General
Sapient June 2014 - Present
Grace Bay Resorts, Turks & Caicos, BWI June 2013 - August 2013
Modera Wealth Management, LLC June 2012 - August 2012
Athlete Advocates LLC May 2011 - August 2011
Skills
Finance, Microsoft Excel, Leadership, Budgets, Financial Analysis, Microsoft Office, Communication, Project Coordination, Investments, Financial Markets, Financial Statement..., Portfolio Management, Microsoft Word, PowerPoint
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Royal Holloway, U. of London 2012 — 2012
Business Administration and Management, General
Livingston High School 2006 — 2010
High School Diploma
Modera Wealth Management, LLC January 2014 - Present
Modera Wealth Management March 2011 - December 2013
NAPFA Genesis January 2011 - July 2011
Modera Wealth Management June 2009 - March 2011
Skills
Financial Analysis, Wealth Management..., High Net Worth..., Certified Financial..., Risk Management
Education
Lafayette College 2005 — 2009
BA Economics and Business, Economics, History
National University of Ireland, Galway 2008 — 2008
BA Economics, Economics and History
Halstead Property May 2015 - Present
AIRINC January 2015 - March 2015
Modera Wealth Management, LLC June 2014 - December 2014
Preston Todd Advisors January 2014 - May 2014
Shenorock Shore Club June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Creative Direction, Teaching, PowerPoint, Microsoft Office, Management, Finance, Budgets, Social Media, Event Planning, Social Networking, Stata, Public Speaking, Facebook, Research, Leadership
Education
Boston College 2011 — 2015
Bachelor's Degree, Major in Economics, Minor in Philosophy
Università Commerciale 'Luigi Bocconi'
Convent of the Sacred Heart, Greenwich 2007 — 2011
Modera Wealth Management, LLC July 2014 - March 2015
Joseph Capital Management LLC May 2012 - July 2014
McPherson's Archery & Outdoor Pro Shop May 2012 - April 2013
UCF Business Incubator June 2011 - December 2011
UCF Athletics Association April 2010 - December 2011
Skills
Sales and Marketing, Business Management, Business Strategy, Team Leadership, Microsoft Office, Innovator, Social Media, Public Speaking, Catering, Event Management, Entrepreneurship, Engineering, Event Planning, Team Building, Management, CRM, Negotiation
Education
University of Central Florida 2009 — 2011
Bachelor of Science (B.S.), Business Management
University of Central Florida - College of Business Administration 2009 — 2011
BS, Business Management
Universidad de Jaén 2011 — 2011
International Business
North Carolina State University 2007 — 2008
Modera Wealth Management, LLC January 2014 - Present
Modera Wealth Management, LLC October 2007 - January 2014
Modera Wealth Management, LLC October 2005 - October 2007
Education
University at Albany, SUNY
Economics
AXA US June 2015 - Present
AXA US June 2014 - August 2014
Modera Wealth Management, LLC June 2013 - August 2013
Acosta Sales & Marketing May 2012 - September 2012
Vector Marketing April 2011 - December 2011
EXPRESS May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Teamwork, Microsoft Office, Customer Service, Financial Analysis, PowerPoint, Research, Public Speaking, Social Media, Project Planning, Accounting, Experience Working with..., Group Work, English, Morningstar, Bloomberg Terminal, Finance, Sales, Time Management, Leadership, Management
Education
Rowan University 2011 — 2015
Bachelor's degree, Finance and Accounting
Northern Valley Old Tappan Highschool 2007 — 2011
High School diploma
Ameriprise Financial Services, Inc. September 2015 - Present
Modera Wealth Management, LLC January 2015 - September 2015
Creative Financial Group of NJ July 2014 - January 2015
The Guardian Life Insurance Company of America July 2012 - July 2014
Ameriprise Financial January 2011 - July 2012
Ameriprise Financial April 2009 - January 2011
Ameriprise Financial October 2006 - April 2009
Ameriprise Financial Services, Inc. September 2004 - October 2006
Skills
Strategic Financial..., Financial Planning, Retirement Planning, Series 7, Investments, Financial Advisory, Coaching, Insurance, Financial Services, Leadership, Marketing, Finance, Uniform Combined State..., Sales, Wealth Management, Strategic Planning, Mutual Funds, Retirement, Staff Development, 401k, Series 63, Fixed Annuities, Morningstar, Analysis, Employee Benefits, CRM, Securities, Life Insurance, Content Development, Training & Development, Case Analysis, Salesforce.com, Staff Training, Investment Advisory, Investment Strategies, Estate Planning, Management, Asset Management, Disability Insurance, Recruiting, Leadership Development
Education
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate
Minnesota State University, Mankato 2000 — 2004
BS, Mass Communications Public Relations
Maple Grove Senior High 1996 — 2000
General
Morgan Stanley 2014 - Present
Modera Wealth Management, LLC 2013 - 2013
United States Naval Academy May 2012 - August 2012
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), European History
Fullbridge Program 2013 — 2013
Piper Jaffray June 2015 - August 2015
Modera Wealth Management, LLC July 2014 - August 2014
Trinity College - Hartford August 2013 - May 2014
Spyglass Capital Management, LP July 2013 - August 2013
Gateway to the Arts July 2012 - August 2012
Mountain Lakes Recreation Camp July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Leadership, Stocks, Stock Market, Investments, Public Speaking, Research, PowerPoint, Writing
Education
Trinity College-Hartford 2012 — 2016
Bachelor's Degree, Economics/Mathematics, 3.826
UCL 2014 — 2014
Semester Abroad, Economics
Mountain Lakes High School 2008 — 2012
4.498
Modera Wealth Management, LLC January 2014 - Present
Modera Wealth Management (formerly Back Bay Financial Group) January 2010 - December 2013
Back Bay Financial Group January 2007 - December 2010
2005-2007 January 2004 - December 2006
Back Bay Financial Group January 2001 - January 2004
Online Environs, Inc January 2000 - January 2001
Skills
Troubleshooting, Network Administration, Writing, Microsoft Excel, Application Support, Process Improvement, Microsoft Dynamics, training, Worldox Administration, Microsoft Dynamics..., SQL, Project Management
Education
Endicott College 2012 — 2013
MSIT, Infomation Technology
Bunker Hill Community College 2002 — 2004
Carleton College 1993 — 1997
BA, French Literature
Modera Wealth Management, LLC July 2014 - Present
Joseph Capital Management, LLC 2001 - June 2014
Modera Wealth Management, LLC 2014 - 2014
Joseph and Company, CPA's 2000 - 2007
PricewaterhouseCoopers August 1985 - June 1990
Skills
Retirement Planning, Investment Advisory, Asset Allocation, High Net Worth..., Wealth Management, Estate Planning, Portfolio Management, 401k, Financial Planning, Entrepreneur, Tax Efficient Investing, Business Succession..., Tax Planning, Creating Peace of Mind..., Financial Advisory, Investments, Wealth, Tax
Education
Florida Atlantic University 2003 — 2005
Masters In Taxation, Taxation
St. John's University, New York City 1981 — 1985
B.S., Accounting /Econoimics and Finance
Modera Wealth Management, LLC July 2014 - Present
Joseph Capital Management LLC October 2008 - June 2014
SunTrust Bank 1996 - 2008
Education
University of South Florida - College of Business Administration 1981 — 1985
B.S., Finance & Management
Bishop Verot High 1977 — 1981
Modera Wealth Management, LLC July 2013 - Present
Modera Wealth Management, LLC January 2011 - June 2012
Back Bay Financial Group, Inc. December 2007 - December 2010
Education
Cornell Law School 1983 — 1986
J.D., cum laude, Law
University of Notre Dame 1979 — 1983
B.A., magna cum laude, Government