Moseley Securities
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Moseley Securities Employees
Quinn Associates March 2012 - Present
Community Integrated Services October 2011 - March 2012
Quinn Associates 2010 - 2011
M Insurance Services, LLC March 2009 - April 2010
Quinn Associates May 2006 - March 2009
Nuveen Investments November 1989 - April 2006
Moseley Securities October 1983 - December 1987
Education
Lake Forest College
BA, History
SG Select LLC September 2012 - Present
Steinberg Global Asset Management January 1993 - Present
Credit Lyonnais Securities 1988 - 1993
Delphi Management, Inc. June 1991 - September 1991
Moseley Securities September 1987 - September 1988
Education
Emory University 1982 — 1986
BBA, Finance
Emory University - Goizueta Business School 1982 — 1986
BBA, Finance
Framingham 1978 — 1982
Wealth Advisory & Management Corporation of America June 1993 - Present
PlanMember Securities Corporation June 2007 - Present
FISC of America May 1986 - Present
Moseley Securities April 1981 - May 1986
Skills
Retirement Planning, Roth IRA, Long Term Care Insurance, Strategic Planning, Estate Planning, Wealth Management, Mutual Funds, Wealth Accumulation, Financial Analysis, Asset Protection, Small Business, 401k, Defined Benefit, Profit Sharing, Insurance, Investment Advisory, Investment Strategies, Asset Allocation, Alternative Investments, Comprehensive Wealth..., Deferred Compensation, Health Insurance, Medicare Part D, Retirement Income..., Managed Futures, Investment Education, Newsletters, Gift Planning, Seniors, Tax Reduction Strategies, Business Succession..., Retirement Plans, IRA's, 403(b), 457, Annuities, Estate Planning..., Medicare Supplements, Bank CDs, Retirement Plan..., Real Estate Investment..., Educational Seminars, Group Presentations, Wealth Preservation..., Wealth Transfer Planning, Legacy Planning, Wealth Transfer, Generation Skipping..., Social Security..., Trusted Advisor's Team...
Education
Central Connecticut State University 1965 — 1970
BS, Education, Business Law
The American College 1982 — 1984
ChFC, Finance and Financial Management Services
The American College 1974 — 1977
CLU, Insurance
Bennington Asset Management Inc Sr VPMoseley1977 - 1987
Moseley Securities 1977 - 1987
Mosely Securities 1977 - 1987
Skills
Series 7, Strategic Planning
Education
Georgetown University 1970 — 1974
BA, Economics
The Cerato Group, LLC February 2004 - Present
Wachovia Securities, LLC August 2000 - February 2004
First Albany Securities March 1988 - August 2000
Moseley Securities February 1984 - March 1988
moseley securities 1984 - 1988
Skills
Finance, Portfolio Management, Risk Management, Investments, Wealth Management, Asset Managment, Financial Analysis, Tax, Asset Management, Securities, Mutual Funds, Management, Financial Services, Retirement Planning, Banking, Strategic Financial..., Series 7
Education
Southern New Hampshire University 1978 — 1982
B.S, Marketing, Finance and Taxation
Southern New Hampshire University 1978 — 1982
Bachelor's degree, Marketing, Graduated Magna Cum Laude
Welch & Forbes LLC July 2008 - Present
Wilmington Trust Boston (formerly Bingham Legg Advisers) May 2000 - June 2008
Bingham Legg Advisers 2000 - 2007
State Street May 1994 - May 2000
Bank of Boston February 1988 - May 1992
Moseley Securities February 1984 - December 1987
Skills
Investments, Bonds, Asset Managment, Alternative Investments, Portfolio Management, Hedge Funds, Fixed Income, Equities, Investment Advisory, Wealth Management, Mutual Funds, Financial Modeling, Capital Markets, Private Equity, Valuation, Asset Management, Investment Management, Investment Strategies, Due Diligence
Education
Cornell University - Johnson Graduate School of Management 1992 — 1994
MBA, Finance
Harvard University 1984 — 1986
Certificate of Special Studies, Administration and Management
Franklin & Marshall College 1979 — 1983
BA, Economics
Align July 2015 - Present
Align April 2014 - July 2015
Benjamin Moore & Co. March 2008 - September 2013
Benjamin Moore & Co. August 2000 - March 2008
Lifetime Television 1999 - 2000
American Home Products 1997 - 1999
Wyeth 1997 - 1999
Ganes Chemicals 1992 - 1997
Paine Webber 1988 - 1992
Moseley Securities July 1984 - April 1988
Skills
Active Directory, Inventory Management, Inventory Control, Project Management, Windows Server, Cross-functional Team..., Competitive Analysis, Desktop Administration, Technical Support, Troubleshooting, Product Development, System Administration, Process Improvement, Vendor Management, Software Documentation, IT Management, Windows XP, Management, Visio, Help Desk Support
Education
New Jersey City University 1981 — 1983
None, Art, Computer Science
Maxim Group January 2013 - Present
Advisors Asset Management, Inc. March 2003 - June 2011
Southwest Securities October 1998 - November 2002
Roosevelt & Cross Inc. March 1985 - October 1998
Moseley Securities 1981 - 1985
Skills
Series 7, Series 24, Series 55, Series 63, unit investment trusts, Trading Desk Management, Broker/dealer sales, Fixed Income, FINRA, Maintaining Strong..., Market Making, Bloomberg
Education
State University of New York College at Cortland 1976 — 1980
BS, Economics
Belmont Capital Partners 1989 - Present
Moseley Securities May 1984 - February 1988
Warburg Paribas Becker March 1980 - January 1984
Nissho Iwai April 1978 - December 1979
Skills
Strategic Planning, Mergers & Acquisitions, Entrepreneurship, Real Estate, Investments, Negotiation, Due Diligence, Contract Negotiation, Brokerage, Insurance, Private Equity
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Belmont Public Schools
Belmont Public Schools
Bressler, Amery & Ross, P.C. February 2003 - Present
Member Firms / Investment Advisors 1993 - 2003
First Albany Corp. 1990 - 1993
Bingham McCutchen LLP 1988 - 1990
Moseley Securities 1985 - 1988
Skills
Litigation, Civil Litigation, Employment Law
Education
Montclair State University 1973 — 1978
Bachelor's Degree, Mathematics and English Literature