Morton Financial
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Morton Financial Employees
Employee
Years
Job
Industry
Greg Hyman Greg Hyman's Morton Financial Experience May 2011 - Present
Job Analyst / Internal Sales Support at Morton Financial
Industry Financial Services
Experience
Morton Financial May 2011 - Present
Skills
CRM, Analysis, Investments, Process Improvement, Start-ups, Mutual Funds, Marketing, Salesforce.com, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Customer Service, Social Media, Asset Management, Team Leadership
Education
Bucknell University 2007 — 2011
BA, Economics
Bucknell University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Morton Financial May 2011 - Present
Skills
CRM, Analysis, Investments, Process Improvement, Start-ups, Mutual Funds, Marketing, Salesforce.com, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Financial Modeling, Customer Service, Social Media, Asset Management, Team Leadership
Education
Bucknell University 2007 — 2011
BA, Economics
Bucknell University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Kendric Price Kendric Price's Morton Financial Experience June 2011 - May 2012
Job President and Founder of Big Business Network
Industry Nonprofit Organization Management
Experience
Big Business Network April 2012 - Present
Good News: Boston April 2012 - 2013
Morton Financial June 2011 - May 2012
Morton Wealth Advisors 2011 - May 2012
Harlem Wizards Entertainment Basketball 2011 - 2011
The Last Shot film 2010 - 2010
Skills
Financial Modeling, Microsoft Excel, Due Diligence, Microsoft Word, Business Strategy, Strategy, Market Research, Marketing, Analytics, Strategic Planning, Entrepreneurship, Financial Analysis, Research, PowerPoint, Public Speaking, Finance, Portfolio Management
Education
University of Michigan 2005 — 2008
Buckingham Browne and Nichols 2003 — 2005
Diploma
Big Business Network April 2012 - Present
Good News: Boston April 2012 - 2013
Morton Financial June 2011 - May 2012
Morton Wealth Advisors 2011 - May 2012
Harlem Wizards Entertainment Basketball 2011 - 2011
The Last Shot film 2010 - 2010
Skills
Financial Modeling, Microsoft Excel, Due Diligence, Microsoft Word, Business Strategy, Strategy, Market Research, Marketing, Analytics, Strategic Planning, Entrepreneurship, Financial Analysis, Research, PowerPoint, Public Speaking, Finance, Portfolio Management
Education
University of Michigan 2005 — 2008
Buckingham Browne and Nichols 2003 — 2005
Diploma
Jabar Sassine's Morton Financial Experience June 2012 - October 2012
Job Owner at Great Plain Ave Mobil
Industry Financial Services
Experience
Great Plain Ave Mobil October 2013 - Present
Dover Gas LLC January 2006 - November 2013
Morton Financial June 2012 - October 2012
Market America, Inc. February 2011 - December 2011
Sterling Oak Advisors May 2011 - September 2011
Skills
Organization skills, Positive Attitude, Reliability, Ability to learn quickly, Motivation, Knowledge of numerous..., Customer Service, Journal Entries, Mutual Funds, Start-ups, Financial Analysis, Investments, Organization Skills, Marketing, Marketing Strategy
Education
Lasell College 2008 — 2012
Bachelor's degree, Finance, Management, 3.2 GPA
Great Plain Ave Mobil October 2013 - Present
Dover Gas LLC January 2006 - November 2013
Morton Financial June 2012 - October 2012
Market America, Inc. February 2011 - December 2011
Sterling Oak Advisors May 2011 - September 2011
Skills
Organization skills, Positive Attitude, Reliability, Ability to learn quickly, Motivation, Knowledge of numerous..., Customer Service, Journal Entries, Mutual Funds, Start-ups, Financial Analysis, Investments, Organization Skills, Marketing, Marketing Strategy
Education
Lasell College 2008 — 2012
Bachelor's degree, Finance, Management, 3.2 GPA
Charles Blizard Charles Blizard's Morton Financial Experience May 2013 - August 2014
Job Consultant for American HVAC, Intern at Sterling Oak Partners
Industry
Experience
Sterling Oak Advisors June 2015 - Present
American HVAC May 2015 - Present
Frenzy Services November 2014 - April 2015
Morton Financial May 2013 - August 2014
Dover Market June 2012 - September 2012
Skills
Microsoft Word, PowerPoint, Customer Service, Entrepreneurship, Google Drive, Microsoft Excel, Microsoft Office, Social Media, Research, Teamwork, Public Speaking, English, Photoshop, Outlook, Electronics
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies, Junior
Dover-Sherborn High School 2008 — 2012
Sterling Oak Advisors June 2015 - Present
American HVAC May 2015 - Present
Frenzy Services November 2014 - April 2015
Morton Financial May 2013 - August 2014
Dover Market June 2012 - September 2012
Skills
Microsoft Word, PowerPoint, Customer Service, Entrepreneurship, Google Drive, Microsoft Excel, Microsoft Office, Social Media, Research, Teamwork, Public Speaking, English, Photoshop, Outlook, Electronics
Education
Quinnipiac University - School of Business 2012 — 2016
Bachelor of Science (B.S.), Entrepreneurship/Entrepreneurial Studies, Junior
Dover-Sherborn High School 2008 — 2012
Burton Abel Burton Abel's Morton Financial Experience 2005 - 2007
Job Vice President at Equitable Real Estate Solutions
Industry Commercial Real Estate
Experience
Equitable Real Estate Solutions 2011 - Present
Wyman Street Advisors 2007 - 2011
Morton Financial 2005 - 2007
Whaling City Iron 1987 - 2005
Skills
Commercial Real Estate, Tenant Representation, Sales
Education
Johnson and Wales University 1983 — 1987
Bachelor of Arts (B.A.)
Equitable Real Estate Solutions 2011 - Present
Wyman Street Advisors 2007 - 2011
Morton Financial 2005 - 2007
Whaling City Iron 1987 - 2005
Skills
Commercial Real Estate, Tenant Representation, Sales
Education
Johnson and Wales University 1983 — 1987
Bachelor of Arts (B.A.)
Peter Bain's Morton Financial Experience May 2011 - August 2011
Job Project Manager at Global Technology Systems, Inc
Industry Electrical/Electronic Manufacturing
Experience
Global Technology Systems, Inc November 2013 - Present
Global Technology Systems July 2012 - November 2013
Morton Financial May 2011 - August 2011
Skills
Sales, Microsoft Office, Social Media, Public Speaking, Research, Marketing, Facebook, Data Analysis, PowerPoint, Leadership, Microsoft Excel, Microsoft Word
Education
Lafayette College 2008 — 2012
BA, Business & Economics/English (double major) Certificate in Financial Theory and Analysis
Global Technology Systems, Inc November 2013 - Present
Global Technology Systems July 2012 - November 2013
Morton Financial May 2011 - August 2011
Skills
Sales, Microsoft Office, Social Media, Public Speaking, Research, Marketing, Facebook, Data Analysis, PowerPoint, Leadership, Microsoft Excel, Microsoft Word
Education
Lafayette College 2008 — 2012
BA, Business & Economics/English (double major) Certificate in Financial Theory and Analysis
Nathan Goldman's Morton Financial Experience June 2010 - August 2010
Job Investment Operations Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
Connecticut College September 2010 - May 2011
Connecticut College September 2010 - May 2011
Morton Financial June 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Economics, Finance, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Public Speaking, Research, Stata, Spanish
Education
Connecticut College 2007 — 2011
Bachelor of Arts, Economics
Eaton Vance September 2011 - Present
Connecticut College September 2010 - May 2011
Connecticut College September 2010 - May 2011
Morton Financial June 2010 - August 2010
Skills
Bloomberg, Bloomberg Terminal, Economics, Finance, Microsoft Excel, Microsoft Word, Mutual Funds, PowerPoint, Public Speaking, Research, Stata, Spanish
Education
Connecticut College 2007 — 2011
Bachelor of Arts, Economics
Matthew Lentini Matthew Lentini's Morton Financial Experience 2009 - 2011
Job Director of Analytics at Dolan Capital Group
Industry Financial Services
Experience
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group December 2011 - Present
Morton Financial 2009 - 2011
Skills
Financial Modeling
Education
Bowdoin College 2005 — 2009
B.A>, Economics, History
Alpha Risk Solutions April 2013 - Present
Dolan Capital Group December 2011 - Present
Morton Financial 2009 - 2011
Skills
Financial Modeling
Education
Bowdoin College 2005 — 2009
B.A>, Economics, History
Ryan Heavey Ryan Heavey's Morton Financial Experience April 2011 - August 2011
Job Internal Sales Representative at State Street
Industry Financial Services
Experience
State Street April 2015 - Present
Dunkerque Les Corsaires August 2014 - March 2015
Fiksu May 2014 - August 2014
Spartan Race, Inc. May 2013 - August 2013
Boston Jr. Eagles Hockey Organization August 2012 - January 2013
Regal Fabrics Inc. June 2012 - August 2012
Morton Financial April 2011 - August 2011
AVG Technologies June 2010 - August 2010
Pro Ambitions Hockey June 2009 - August 2009
Skills
Sports, Research, Ice Hockey, Athletics, Social Media, Customer Service, Salesforce.com, Sales, Teamwork, Social Networking, Social Media Marketing
Education
Babson College 2010 — 2014
Bachelor of Science (BS) in Business Management, Marketing, Entrepreneurship
Choate Rosemary Hall 2009 — 2010
Post Graduate Certificate of Completion
Phillips Academy 2005 — 2009
High School Diploma
State Street April 2015 - Present
Dunkerque Les Corsaires August 2014 - March 2015
Fiksu May 2014 - August 2014
Spartan Race, Inc. May 2013 - August 2013
Boston Jr. Eagles Hockey Organization August 2012 - January 2013
Regal Fabrics Inc. June 2012 - August 2012
Morton Financial April 2011 - August 2011
AVG Technologies June 2010 - August 2010
Pro Ambitions Hockey June 2009 - August 2009
Skills
Sports, Research, Ice Hockey, Athletics, Social Media, Customer Service, Salesforce.com, Sales, Teamwork, Social Networking, Social Media Marketing
Education
Babson College 2010 — 2014
Bachelor of Science (BS) in Business Management, Marketing, Entrepreneurship
Choate Rosemary Hall 2009 — 2010
Post Graduate Certificate of Completion
Phillips Academy 2005 — 2009
High School Diploma
Jeff Ackerman's Morton Financial Experience January 2011 - December 2012
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB February 2013 - Present
Morton Financial January 2011 - December 2012
Breakaway Ventures February 2011 - April 2012
Chair 5 Holdings, LLC January 2003 - March 2011
Orion Partners, LP September 1998 - January 2010
Sportvision January 2002 - March 2008
Andersen Consulting- Strategy September 1996 - July 1998
Goldman Sachs 1995 - 1996
Kuczmarski & Associates 1995 - 1995
Procter & Gamble September 1990 - July 1994
Skills
Venture Capital, Business Development, Capital Raising, Business Strategy, Marketing, Rainmaker, Connecting People, Leadership, Entrepreneurship, Social Commerce, Mergers, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Competitive Analysis, Management, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Strategy, Finance, Equities, Start-ups, Valuation, Acquisitions, Corporate Development, Strategic Partnerships, Financial Services, Executive Management, Investment Banking, M&A experience, Management Consulting
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Strategy, and Finance
Boston College 1986 — 1990
Bachelor of Arts, Political Science
Kent Denver
Headwaters MB February 2013 - Present
Morton Financial January 2011 - December 2012
Breakaway Ventures February 2011 - April 2012
Chair 5 Holdings, LLC January 2003 - March 2011
Orion Partners, LP September 1998 - January 2010
Sportvision January 2002 - March 2008
Andersen Consulting- Strategy September 1996 - July 1998
Goldman Sachs 1995 - 1996
Kuczmarski & Associates 1995 - 1995
Procter & Gamble September 1990 - July 1994
Skills
Venture Capital, Business Development, Capital Raising, Business Strategy, Marketing, Rainmaker, Connecting People, Leadership, Entrepreneurship, Social Commerce, Mergers, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Competitive Analysis, Management, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Strategy, Finance, Equities, Start-ups, Valuation, Acquisitions, Corporate Development, Strategic Partnerships, Financial Services, Executive Management, Investment Banking, M&A experience, Management Consulting
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Strategy, and Finance
Boston College 1986 — 1990
Bachelor of Arts, Political Science
Kent Denver
Noman Pathan's Morton Financial Experience June 2011 - August 2011
Job Research Analyst at Technology Business Research
Industry Banking
Experience
Technology Business Research March 2015 - Present
New Forest Capital September 2014 - March 2015
Belmont Savings Bank September 2011 - April 2014
Morton Financial June 2011 - August 2011
MC Capital October 2010 - November 2010
MC Capital 2010 - 2010
Pyxis Mobile June 2008 - August 2008
Skills
Mortgage Lending, Finance, Risk Management, Financial Modeling, Analysis, Due Diligence, Credit, Mergers & Acquisitions, Loans, Banking, Financial Analysis, Networking, Valuation
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance & Accounting
Breaking Into WallStreet (Online Training Program) 2014 — 2014
Excel shortcuts; Financial Modeling
Technology Business Research March 2015 - Present
New Forest Capital September 2014 - March 2015
Belmont Savings Bank September 2011 - April 2014
Morton Financial June 2011 - August 2011
MC Capital October 2010 - November 2010
MC Capital 2010 - 2010
Pyxis Mobile June 2008 - August 2008
Skills
Mortgage Lending, Finance, Risk Management, Financial Modeling, Analysis, Due Diligence, Credit, Mergers & Acquisitions, Loans, Banking, Financial Analysis, Networking, Valuation
Education
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance & Accounting
Breaking Into WallStreet (Online Training Program) 2014 — 2014
Excel shortcuts; Financial Modeling
Molly Kussell's Morton Financial Experience December 2008 - December 2008
Job Executive Assistant at Morgenthaler
Industry Human Resources
Experience
Morgenthaler October 2011 - Present
Polo Ralph Lauren February 2011 - May 2012
Polo Ralph Lauren, Club Monaco Division August 2010 - February 2011
Morton Financial December 2008 - December 2008
Raymond James Financial September 2008 - December 2008
BWR Public Relations December 2007 - December 2007
Seventeen Magazine June 2007 - August 2007
Education
Rollins College 2004 — 2009
BA, Economics
Morgenthaler October 2011 - Present
Polo Ralph Lauren February 2011 - May 2012
Polo Ralph Lauren, Club Monaco Division August 2010 - February 2011
Morton Financial December 2008 - December 2008
Raymond James Financial September 2008 - December 2008
BWR Public Relations December 2007 - December 2007
Seventeen Magazine June 2007 - August 2007
Education
Rollins College 2004 — 2009
BA, Economics
Andrew Packer's Morton Financial Experience December 2009 - May 2010
Job Senior Consultant at Canidium, LLC
Industry Management Consulting
Experience
Canidium October 2013 - Present
Novartis Vaccines and Diagnostics August 2012 - October 2013
Novartis Vaccines and Diagnostics June 2011 - August 2012
Novartis Vaccines and Diagnostics May 2010 - June 2011
Under Armour September 2009 - June 2010
Morton Financial December 2009 - May 2010
Turfscape, Inc. May 2008 - August 2009
Skills
Strategy, Sales, Microsoft Excel, Microsoft Office, Salesforce.com, Sales Operations, Marketing Strategy, Market Research, Data Analysis, Customer Service, Strategic Planning, Competitive Analysis, Forecasting, Project Management, Sales Management..., Management Consulting, PowerPoint, Finance, Financial Analysis
Education
Babson College 2007 — 2011
BS, Finance, Strategic Management, MIS
Western Reserve Academy 2003 — 2007
Canidium October 2013 - Present
Novartis Vaccines and Diagnostics August 2012 - October 2013
Novartis Vaccines and Diagnostics June 2011 - August 2012
Novartis Vaccines and Diagnostics May 2010 - June 2011
Under Armour September 2009 - June 2010
Morton Financial December 2009 - May 2010
Turfscape, Inc. May 2008 - August 2009
Skills
Strategy, Sales, Microsoft Excel, Microsoft Office, Salesforce.com, Sales Operations, Marketing Strategy, Market Research, Data Analysis, Customer Service, Strategic Planning, Competitive Analysis, Forecasting, Project Management, Sales Management..., Management Consulting, PowerPoint, Finance, Financial Analysis
Education
Babson College 2007 — 2011
BS, Finance, Strategic Management, MIS
Western Reserve Academy 2003 — 2007
Kyle Gietzen's Morton Financial Experience April 2011 - July 2011
Job Valuation Services Analyst at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - May 2013
Morton Financial April 2011 - July 2011
Memor-key December 2010 - May 2011
Skills
Bloomberg Terminal, Finance, Portfolio Management, Microsoft Excel, Asset Allocation, Bloomberg, Financial Modeling, Capital IQ, Financial Analysis, Wealth Management, Valuation, Securities, Corporate Finance, Economics, Investments
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, Graduate
Lawrence Academy 2006 — 2010
High School
Duff & Phelps July 2014 - Present
Duff & Phelps June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - May 2013
Morton Financial April 2011 - July 2011
Memor-key December 2010 - May 2011
Skills
Bloomberg Terminal, Finance, Portfolio Management, Microsoft Excel, Asset Allocation, Bloomberg, Financial Modeling, Capital IQ, Financial Analysis, Wealth Management, Valuation, Securities, Corporate Finance, Economics, Investments
Education
Babson College 2010 — 2014
Bachelor's Degree, Finance, Graduate
Lawrence Academy 2006 — 2010
High School