National Financial

Industry: Capital market company

Description

Subsidiaries: Correspondent Services Corporation, Parent organization: Fidelity Brokerage Company

National Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

National Financial Salaries. You can even request information on how much does National Financial pay if you want to. Learn about salaries, pros and cons of working for National Financial directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

77 National Financial employees in database. Find out everything there's to know about National Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

National Financial Employees

Employee
Years
Job
Industry
Alexandra Taussig Alexandra Taussig Greater Boston Area Details
Alexandra Taussig's National Financial Experience May 2005 - Present
Job Senior Vice President Marketing & Business Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments Tax Exempt Market   August 2013 - Present
National Financial   May 2005 - Present
Fidelity Investments  May 2001 - May 2005
Fidelity Investments  May 1999 - May 2001
Fidelity Investments  May 1997 - May 1999
Fidelity Investments  May 1995 - May 1997
Fidelity Investments  November 1993 - May 1995
Fidelity Investments  September 1992 - November 1993

Skills
Marketing, Marketing Strategy, Marketing Communications, Product Marketing, Marketing Management, Market Research

Education
UCLA Anderson School of Management   1990 — 1992
Master of Business Administration (MBA), 3.75

Cornell University   1982 — 1986
Bachelor of Arts (B.A.), Psychology

Andrew Taubman Andrew Taubman Greater New York City Area Details
Andrew Taubman's National Financial Experience June 1993 - December 1998
Job Business Manager
Industry Financial Services
Experience
Bridgewater Associates  July 2015 - Present
Bank of New York Mellon  January 2010 - July 2015
Fidelity Investments Strategic Advisers Technology   2007 - January 2010
Fidelity International  2005 - 2007
Fidelity Investments  October 2002 - January 2005
Fidelity Investments  June 2001 - September 2002
Fidelity Investments  April 2000 - May 2001
Fidelity Investments  January 1999 - March 2001
National Financial   June 1993 - December 1998

Skills
Fixed Income, Portfolio Management, Mutual Funds, Equities, Middle Office, Technology, Product Management, trade processing, User Interface, Management, Program Management, Project Management, Analysis, Asset Allocation, Front Office, Cost Basis, Analytics, Asset Management, Asset Managment, Bonds, Derivatives, Financial Services, Enterprise Software, Hedge Funds, Investment Management, Investments, Leadership, Market Data, Outsourcing, SDLC, Securities, Strategy, Trading, Trading Systems

Education
Boston University Questrom School of Business   1999 — 2002
MBA, General Management

University of Rhode Island - College of Business Administration   1989 — 1993
Finance, Minor Japanese Studies

Kansai Gaidai University   1992 — 1992
studied abroad for a semester, Japanese Studies

Sharon High   1985 — 1989
High School Diploma

Kristen Heck Kristen Heck Millsboro, Delaware Details
Kristen Heck's National Financial Experience October 2011 - Present
Job Loan Officer at National Financial
Industry Banking
Experience
National Financial   October 2011 - Present
Safeway  September 2008 - March 2009
Moe's Southwest Grill of Delaware   September 2007 - September 2008

Skills
Accounts Payable &..., •General Ledger & Cash..., Credit & Collections..., Financial Analysis &..., Budget & Cost Analysis, Project & Team..., Advertising, Sales Management

Education
American InterContinental University   2011 — 2012
Master of Business Administration (M.B.A.), International Business

American InterContinental University   2009 — 2011
Bachelor of Applied Science (B.A.Sc.), International Business

Kevin Zina Kevin Zina Greater Boston Area Details
Kevin Zina's National Financial Experience 2001 - 2008
Job Sr. Director, Client Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
Fidelity Investments  January 2007 - Present
National Financial   2001 - 2008
National Financial   February 2003 - January 2007
National Financial   June 2001 - February 2003

Skills
Financial Services, Project Management, Program Management, Business Analysis, Process Improvement, Risk Management, Vendor Management, Analysis, Business Process..., PMO, Mutual Funds, Equities, Fixed Income

Education
Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2011
MSF, Masters of Science Finance

Boston College - Wallace E. Carroll Graduate School of Management   2007 — 2010
MBA, Masters, Business Administration

Saint Michael's College   1997 — 2001
Bachelor, Business Administration

Brian Romano Brian Romano Greater Boston Area Details
Brian Romano's National Financial Experience July 2007 - November 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Fidelity Investments, National Financial  April 2009 - Present
National Financial   July 2007 - November 2008
Fidelity Investments - eBusiness   February 2005 - July 2007
Fidelity Investments  February 2001 - February 2005
Xchange Incorporated   November 2000 - February 2001
Granitar Incorporated   July 2000 - November 2000
Fidelity Investments  July 1998 - July 2000

Education
University of Massachusetts Boston   1989 — 1995
Bachelors, Economics, Geography, Political Science

Dale Heath (MBA) Dale Heath (MBA) Greater Boston Area Details
Dale Heath (MBA)'s National Financial Experience 2008 - April 2010
Job Veritude IT Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments  December 2013 - Present
Clean Harbors  July 2012 - April 2013
Clean Harbors  March 2011 - June 2012
National Financial   2008 - April 2010
Fidelity Investments  1999 - October 2008
Fidelity Investments  June 1994 - December 1999
Bank of Boston  June 1988 - June 1994
Mountain Bell  February 1986 - November 1987

Skills
Development Management, Program Management, Agile Project Management, Requirements Analysis, Integration, Business Analysis, Process Improvement, Product Management, Project Management, Product Development, Agile Methodologies, Software Project..., Software Development, Team Leadership, Business Development, Leadership, Strategic Planning, Management, Team Building, Business Intelligence, Strategy, SDLC, Software Quality..., Business Process..., IT Strategy, Vendor Management, Databases, Quality Assurance, PMO, Project Portfolio..., Software Documentation, Testing, SaaS, Cross-functional Team..., Requirements Gathering, Visio, Business Process, PMP, Enterprise Software, Release Management, SharePoint, Project Planning, Enterprise Architecture, IT Management, .NET, Business Requirements, Data Warehousing, Resource Management, MS Project, Mobile Devices

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2006
Masters, High Tech MBA

DeVry Institute of Technology   1983 — 1986
BS, Computer Information Systems

Meghan Norton Meghan Norton New York, New York Details
Meghan Norton's National Financial Experience May 2013 - August 2013
Job Content Partner at Twitch and Community Manager of Cupcakes and Critters
Industry Online Media
Experience
Twitch  July 2014 - Present
Cupcakes and Critters   June 2014 - Present
POKERprimaDIVAS   July 2012 - January 2014
National Financial   May 2013 - August 2013
eventwist   June 2011 - August 2012
Nightlife Group   September 2010 - July 2012
The Best Buddies Challenge   April 2012 - June 2012
Delux Tux   April 2012 - May 2012
Dayglow   2012 - 2012

Skills
Promotions, Social Media Marketing, Event Planning, Event Management, Non-profit..., PowerPoint development, Product Promotion, Event Photography, Concert Production, Live Events, Nightclub, Nightlife, Facebook Marketing, Facebook Fan Page..., Twitter Marketing and..., Team Management, Corporate Events, Trade Shows, Hospitality, Marketing Strategy, Marketing, Time Management, Facebook, Hotels, Coordinating Events, Social Media, Meeting Planning, Sponsorship, Pinterest

Education
New York University   2012 — 2015
Event Planning and Management, Hospitality Administration/Management

Medfield High School   2008 — 2012

Jameson Hustek Jameson Hustek Greater San Diego Area Details
Jameson Hustek's National Financial Experience June 2007 - August 2008
Job Captain in the United States Marine Corps
Industry Military
Experience
United States Marine Corps  December 2008 - Present
National Financial   June 2007 - August 2008
State Street Bank  September 2006 - June 2007
Pershing  2005 - 2006

Skills
Security Clearance, Operational Planning, Military Experience, Team Building, Military, Military Operations, Strategic Planning, Public Speaking, Command, Military Logistics, Force Protection, Weapons, Navy

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2001 — 2005
BS, Business Administration-Finance

Choate Rosemary Hall

Cheryl Rayo Cheryl Rayo San Francisco Bay Area Details
Cheryl Rayo's National Financial Experience 1996 - 1999
Job Mortgage Origination Manager at San Mateo Credit Union NMLS ID#1383144
Industry Financial Services
Experience
San Mateo Credit Union  June 2015 - Present
US Bank Home Mortgage  October 2011 - June 2015
Opes Advisors  September 2010 - February 2011
Guardian Life of America   June 2010 - September 2010
Mortgage Network  January 2000 - June 2010
National Financial   1996 - 1999
Emerson Financial   1991 - 1996
Pan American Savings Bank   1988 - 1991

Skills
Leadership, Mortgage Banking, Management, Business Strategy, Mortgage Lending, FHA, Recruiting, Negotiation, Team Building, Banking, Strategic Planning, Loans, Analysis, Budgets, Credit, Loan Origination, Finance

Education
College of San Mateo
Finance

Brayden Burroughs Brayden Burroughs Hanscom Afb, Massachusetts Details
Brayden Burroughs's National Financial Experience October 2008 - May 2009
Job Contracts Specialist
Industry Defense & Space
Experience
USA  October 2012 - Present
Jenzabar  July 2010 - October 2012
Fidelity Investments  April 2010 - July 2010
Brayden C. Burroughs, Attorney-at-Law   December 2009 - April 2010
National Financial   October 2008 - May 2009
Exemplar Law Partners   June 2008 - August 2008
Ropes & Gray LLP  January 2005 - May 2008

Skills
Government Contracting, Government Procurement, Contract Writing, Contract Management, Contracts Review, FAR, Legal Research, Defense Contracting

Education
New England School of Law   2005 — 2009
JD

Hampshire College   1998 — 2002
B.A., Japanese Language and Culture

Paul Calligandes Paul Calligandes Cincinnati Area Details
Paul Calligandes's National Financial Experience September 1989 - April 1991
Job Assistant Manager at Kroger
Industry Financial Services
Experience
Kroger  December 2008 - Present
Fidelity Investments  May 2008 - February 2009
Fidelity Investments  February 2004 - May 2008
Fidelity Investments  January 2002 - February 2004
Fidelity Investments  April 1998 - January 2002
Fidelity Investments  July 1995 - April 1998
Fidelity Investments  April 1991 - July 1995
National Financial   September 1989 - April 1991
National Financial   October 1987 - September 1989
National Financial   April 1984 - October 1987

Skills
Change Management, Business Process..., Six Sigma, Operations Management, Project Management, Leadership, Team Building, Strategic Planning, Process Improvement, Risk Management, Performance Management, Management, Strategy, Cross-functional Team..., Access, Training, Finance, Team Management, Employee Benefits, Financial Reporting, Auditing, Analysis, Customer Service, Budgets, Forecasting, Investments

Education
Thomas More College   1996 — 2000
BA, Business Management/Finance

Northeastern University   1985 — 1988
AA, Management Information Systems/Accounting

Charles Feaver Charles Feaver Winnipeg, Canada Area Details
Charles Feaver's National Financial Experience 2007 - 2008
Job Advisor on the transition to retirement
Industry Marketing and Advertising
Experience
youngretired.ca   January 2007 - Present
National Financial   2007 - 2008
Investors Group  1999 - 2006
Department of Communications Canada   1981 - 1983

Skills
Strategic Planning, Financial Services, Marketing Strategy, Public Speaking, Business Strategy, Research, Market Research, Analytics, Marketing Communications

Education
University of Toronto - Rotman School of Management   1989 — 1991
EMBA, Management

Carleton University   1974 — 1976
MA, Canadian Studies

Carleton University   1974 — 1975
BJ hons, Journalism

Carleton University   1969 — 1972
BA, Sociology

Trinity College School   1966 — 1968

Natalie B. Metallo, CMP Natalie B. Metallo, CMP Charlotte, North Carolina Area Details
Natalie B. Metallo, CMP's National Financial Experience 2003 - 2004
Job Vice President, Meeting & Event Planning Manager @ Wells Fargo
Industry Banking
Experience
Wells Fargo Bank  April 2007 - Present
Fidelity Investments  2004 - April 2007
National Financial   2003 - 2004
Fidelity Investments  2000 - 2003

Skills
Event Management, Corporate Events, Leadership, Management, Meeting Planning, Marketing Communications, Marketing Strategy, Budgets, Event Planning, Hospitality, Marketing, Sales, Trade Shows, Social Media Marketing, Public Relations, Hospitality Management

Education
Rhode Island College   1987 — 1990
BA, Mass Communications

Northeastern University
Certificate in Meeting Management

William Dolan William Dolan Greater Boston Area Details
William Dolan's National Financial Experience April 2008 - February 2011
Job Head of Fidelity ActionsXchange
Industry Financial Services
Experience
Fidelity Investments  September 2013 - Present
Fidelity Investments - Fidelity Institutional   February 2011 - September 2013
National Financial   April 2008 - February 2011
National Financial   October 2006 - March 2008
Fidelity Capital Markets  2004 - 2006
Knight Securities  2000 - 2004

Skills
Brokerage, Business Development, Capital Markets, Business Strategy, Asset Management, Fixed Income, Management, Sales Management, Trading

Education
Babson College - Franklin W. Olin Graduate School of Business   1996 — 2000
M.B.A

Tufts University   1990 — 1993
Bachelor's Degree

Phillips Academy   1988 — 1989

Reshma Mahajan Reshma Mahajan Greater New York City Area Details
Reshma Mahajan's National Financial Experience October 2007 - October 2010
Job Financial services
Industry Financial Services
Experience
Pershing, a BNY Mellon company  April 2014 - Present
Pershing, a BNY Mellon company  September 2012 - March 2014
Pershing (BNY Mellon)   October 2010 - October 2011
National Financial   October 2007 - October 2010
Fidelity Investments  November 2004 - September 2007
Fidelity Investments  November 2004 - June 2006

Skills
Series 7, Series 63, Business Analysis, Product Management, Product Development, project management, Process Development, Sales Support, Sales Process, Branches

Education
State University of New York College at Buffalo   2001 — 2003
MASTERS, ECON

Richard T. Seeger CFP®, MBA Richard T. Seeger CFP®, MBA Greater New York City Area Details
Richard T. Seeger CFP®, MBA's National Financial Experience May 1994 - February 1996
Job Registered Investment Adviser
Industry Financial Services
Experience
R. Seeger Wealth Management, Ltd   September 2010 - Present
Fidelity Investments  August 2005 - August 2009
Fidelity Investments  January 2000 - July 2005
Fidelity Investments  March 1996 - December 1999
National Financial   May 1994 - February 1996

Skills
Mutual Funds, Fixed Annuities, Fixed Income, Financial Goals, Uniform Combined State..., Investment Advisory, Retirement Planning, Retirement, Portfolio Management, Securities, Finance, FINRA, Strategic Financial..., Wealth Management, ETFs, Asset Management, Asset Allocation, 401k, Investment Strategies

Education
Manhattan College   1997 — 1999
MBA, Finance

Florida Atlantic University   1989 — 1992
Bachelor of Business Administration, Management

Nassau Community College   1987 — 1989
Associate in Science, Business

New York University
School of Continuing and Professional Studies, Trusts and Estates

Farmingdale High

Ryan Bloom Ryan Bloom Greater New York City Area Details
Ryan Bloom's National Financial Experience May 2012 - August 2012
Job Analyst at EverPoint Asset Management
Industry Capital Markets
Experience
EverPoint Asset Management  September 2015 - Present
Wells Fargo Securities  June 2014 - August 2015
Wells Fargo Securities  June 2013 - August 2013
National Financial   May 2012 - August 2012
University of Michigan Office of Technology Transfer  May 2011 - July 2011
Oakland County Board of Commissioners   June 2009 - August 2009

Skills
PowerPoint, Microsoft Excel, Microsoft Word, LBO Modeling, Financial Modeling, Financial Analysis, Data Analysis, Process Improvement, Analysis, Research, Leadership, Public Speaking, Customer Service, Investment Banking, LBO, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Bachelor's of Business Administration, Finance

Bloomfield Hills Andover High School   2006 — 2010

Ed Ngeo Ed Ngeo Greater New York City Area Details
Ed Ngeo's National Financial Experience May 1997 - November 1998
Job Finance Professional Looking to Expand Experiences
Industry Financial Services
Experience
OK Hardware   October 2007 - Present
Morgan Stanley  June 2006 - September 2007
Citigroup  April 2005 - June 2006
Citigroup  April 2002 - April 2005
Citigroup  March 2001 - April 2002
Fidelity Capital Markets  August 2000 - March 2001
Fidelity Capital Markets  November 1998 - August 2000
National Financial   May 1997 - November 1998

Education
Pace University - Lubin School of Business   2008 — 2010
MBA, Financial Management

New York University   1992 — 1996

Michael Drennen Michael Drennen Greater New York City Area Details
Michael Drennen's National Financial Experience 1999 - 2004
Job Director at Barclays
Industry Financial Services
Experience
Barclays  June 2015 - Present
Barclays  January 2013 - June 2015
Securities Industry and Financial Markets Association  April 2010 - December 2012
Deloitte  2007 - 2010
UBS Securities Clearance Corp (formerly known as ABN Amro Sage Corp.)   2004 - 2007
National Financial   1999 - 2004
Barclays Capital  1998 - 1999
National Financial   1997 - 1998

Skills
Prime Brokerage, Accounting, Relationship Management, Securities, Financial Markets, Series 7, Fixed Income, Equities, Mutual Funds, Capital Markets, Trading, Risk Management, Brokerage, FINRA, Banking, Series 24, Executive Management, Hedge Funds, Investments, Business Analysis, Finance, Financial Services, Middle Office, Options, Strategy, Trading Systems

Education
Fordham University - Graduate School of Business Administration   2003 — 2007
M.B.A., Finance, Accouting & Taxation

New York University   1993 — 1997
B.S., Communications Studies

New York University   1993 — 1997
Professional Certificate, Financial Risk Management

Jane Bresnahan Jane Bresnahan Greater Boston Area Details
Jane Bresnahan's National Financial Experience 2006 - 2010
Job Business Analyst at SoftCode, Inc.
Industry Computer Software
Experience
SoftCode, Inc.   2011 - Present
National Financial   2006 - 2010
National Financial   2003 - 2006
Fidelity Strategic New Business Development   1998 - 2002
Fidelity Investments Institutional Services  1995 - 1998
Fidelity Investments Institutional Services  1992 - 1995
Fidelity Investments  1990 - 1992
Fidelity Investments  1988 - 1990

Skills
Analysis, Mutual Funds, Financial Modeling, Financial Reporting, Forecasting, Pricing, Budgets, Finance, Leadership, Corporate Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration

Babson College
Bachelor of Science

Susan Eiken Susan Eiken Greater New York City Area Details
Susan Eiken's National Financial Experience March 1995 - February 2000
Job Director at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
Broadridge Business Process Outsourcing, LLC  February 2000 - Present
Ridge Clearing, A Division of Broadridge Financial Solutions   2000 - Present
Quick & Reilly  2000 - Present
Broadridge  2000 - Present
Ridge Clearing and Outsourcing Solutions   2000 - Present
Ridge Clearing & Outsourcing Solutions, Inc., A Division of Broadridge Financial Solutions, Inc.   2000 - Present
Fleet Securities  2000 - 2005
ADP  February 2000 - May 2004
ADP Clearing & Outsourcing Svcs (US Clearing)   February 2000 - May 2004
National Financial   March 1995 - February 2000

Skills
Fixed Income, Risk Management, Back Office, Capital Markets, Trading Systems, Hedge Funds

Education
Coe College   1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General

Roger Stevens Roger Stevens Greater New York City Area Details
Roger Stevens's National Financial Experience October 1994 - December 1999
Job Institutional Funds Client Administration at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  September 2013 - Present
Morgan Stanley Smith Barney  November 2012 - September 2013
Morgan Stanley Smith Barney  June 2011 - August 2012
DTCC  January 2000 - January 2011
National Financial   October 1994 - December 1999

Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities

Education
Bloomfield College   1984 — 1988
BS, Marketing

Daniel Joyce Daniel Joyce Greater Boston Area Details
Daniel Joyce's National Financial Experience 1990 - 1995
Job CEO, Moors & Cabot, Inc.
Industry Financial Services
Experience
Moors & Cabot, Inc.   2006 - Present
Moors&Cabot   1996 - Present
Boston Stock Exchange  2004 - 2008
National Financial   1990 - 1995

Skills
Equities, Trading, Securities, Capital Markets, Equity Trading, Series 7, Bloomberg, Series 24, Valuation, Series 63, Mutual Funds, Investments, Options, Investment Advisory, Derivatives, Asset Management, Alternative Investments, Hedge Funds, Wealth Management, Portfolio Management, Fixed Income, Investment Strategies, Financial Services, Electronic Trading, Asset Allocation, Investment Management, Trading Systems, Bonds, Financial Markets

Education
University of Massachusetts Boston   1979 — 1982
BS, Finance and Financial Management Services

North Quincy High School   1969 — 1973

Doug Abere Doug Abere Greater New York City Area Details
Doug Abere's National Financial Experience July 2003 - March 2010
Job Account Executive at Fidessa
Industry Financial Services
Experience
Fidessa  March 2010 - Present
National Financial   July 2003 - March 2010
Fidelity (National Financial)   2005 - 2010

Skills
Equities, Financial Services, Mutual Funds, Series 7, Series 63, Securities, Trading, Business Analysis, Fixed Income, Options, Investments, Customer Service, Capital Markets, Risk Management, Asset Managment

Education
Muhlenberg College   1989 — 1993

Firouzeh Etebar Firouzeh Etebar Greater New York City Area Details
Firouzeh Etebar's National Financial Experience 1999 - June 2012
Job Financial Services Executive RM
Industry Financial Services
Experience
Pershing, a BNY Mellon company  August 2014 - Present
Vantage Learning  June 2013 - July 2014
National Financial   1999 - June 2012
Fidelity Investments  1999 - 2012
Pershing  1995 - 1999

Skills
Series 7, Prime Brokerage, Mutual Funds, Securities, Financial Markets, Trading, Fixed Income, Equities, Portfolio Management, Funding, P&L Management, Series 24, Financial Services, Alternative Investments, FINRA, Hedge Funds, Series 63, Back Office, Options, Risk Management, Capital Markets, Trading Systems, Bloomberg, Banking, Bonds, Wealth Management, Asset Management, Investments, Equity Trading, Strategic Financial..., Derivatives, Project Management, Product Development, International Product..., International Project..., Investment Management, ETFs, Investment Advisory, Electronic Trading, Asset Allocation, Retirement Planning, CRM, Retirement, Series 65, 401k, Uniform Combined State..., Business Development, Institutional..., Series 6, Market Data

Education
Drew University
Master's degree, International Relations and Affairs

Susquehanna University
Bachelor of Arts (BA), Political Science and Government

Paul Mincone Paul Mincone Greater Boston Area Details
Paul Mincone's National Financial Experience VIce PresidentFidelity Investments
Job Vice President at National Financial
Industry Financial Services
Experience
National Financial   VIce PresidentFidelity Investments
Fidelity Investments (National Financial)   2008 - Present
Fidelity Investments (National Financial)   2008 - Present

Education
University of Massachusetts Boston   1988 — 1993

Ken Flaherty Ken Flaherty Greater Chicago Area Details
Ken Flaherty's National Financial Experience July 2009 - Present
Job Regional Vice President, Midwest Region at National Financial
Industry Financial Services
Experience
National Financial   July 2009 - Present
National Financial a Fidelity Investments Company  2000 - Present

Skills
Series 7, Securities, Series 63, Financial Services, Series 24, Relationship Management, Series 65, CPA, Series 27

Education
Bentley University   1983 — 1987

Bobbi Masiello Bobbi Masiello Greater Boston Area Details
Bobbi Masiello's National Financial Experience March 2010 - Present
Job Executive Vice President Relationship Management at National Financial
Industry Financial Services
Experience
National Financial   March 2010 - Present
Fidelity Investments  1986 - Present
National Financial, a Fidelity Investments Company  1982 - 2009

Education
Northeastern University

Esther Aghai Esther Aghai Greater Boston Area Details
Esther Aghai's National Financial Experience 2005 - Present
Job Vice President Relationship Management at National Financial
Industry Financial Services
Experience
National Financial   2005 - Present
Fidelity Investments  2001 - 2005
Fidelity Investments  1996 - 2001
Heritage Capital Management   1995 - 1996

Skills
Series 7, Series 63, Series 4, Series 8, Mutual Funds, Relationship Management, Financial Services, Risk Management, Contract Negotiation, Contract Management, Vendor Relationships, Strengthening Client...

Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Finance

Bentley University
Bachelor of Science (BS), Finance

Boston University
Certificate of Financial Planning

Institut de Gestion et Sociale
Finance, General

Michael Moulton Michael Moulton Greater Boston Area Details
Michael Moulton's National Financial Experience May 2010 - Present
Job Relationship Manager Bank brokerage and custody Fidelity Institutional
Industry Financial Services
Experience
National Financial   May 2010 - Present
National Financial   July 2007 - June 2010
Fidelity Investments  February 2004 - June 2007
Wentworth Materials, Inc   January 1996 - February 2004

Education
Norwich University   2005 — 2007
MBA, E-Commerce

Arizona State University   1989 — 1994
BS, Business Administration

Timothy Skehan Timothy Skehan Greater New York City Area Details
Timothy Skehan's National Financial Experience
Job Customer Service Rep at National Financial
Industry Financial Services
Experience
National Financial  

Education
Baruch College, City University of New York (CUNY)   1976 — 1980

Susan Moloney Susan Moloney Greater Boston Area Details
Susan Moloney's National Financial Experience 2002 - 2007
Job Management Consultant at Executive Service Corps of New England
Industry Marketing and Advertising
Experience
Executive Service Corps of New England  January 2008 - Present
National Financial   2002 - 2007
Fidelity Investments  1994 - 2007

Education
Boston College   1971 — 1973
MA

Regis College   1967 — 1971
BA, Germanic Studies/Political Science

Mike Kavaleski Mike Kavaleski Greater Boston Area Details
Mike Kavaleski's National Financial Experience 1997 - Present
Job Vice President, Sales at National Financial
Industry Financial Services
Experience
National Financial   1997 - Present

Skills
Mutual Funds, Consultative Selling, P&L Management, Contract Negotiations, Series 7, Investments, Series 63, Contract Negotiation, Selling, Securities, Alternative Investments, Wealth Management, Equities

Education
Boston University   2001 — 2003
Master of Science, Computer Information Systems

University of North Carolina at Greensboro   1996 — 1999
B.S., Finance

Saint Michael's College

Cathi Lander Cathi Lander Greater Boston Area Details
Cathi Lander's National Financial Experience NF Product Manager last 9 yearsFidelity Investments1987 - Present
Job Product Manager at National Financial
Industry Financial Services
Experience
National Financial   NF Product Manager last 9 yearsFidelity Investments1987 - Present

Education
Endicott College   1985 — 1987

Ralph Poirier Ralph Poirier Providence, Rhode Island Area Details
Ralph Poirier's National Financial Experience January 2004 - August 2006
Job VP Cash Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2013 - Present
Fidelity Investments  September 2006 - September 2013
National Financial   January 2004 - August 2006
National Financial   April 1998 - December 2003
Citibank  1994 - 1998
Bay View Federal Bank   January 1993 - December 1994
Eastern Bank  January 1990 - December 1992

Skills
Risk, Brokerage, Risk Management, Financial Risk, Investments, Credit Risk, Equities, Fixed Income, Financial Services, Series 7, Derivatives, Securities, Options, Portfolio Management, Operational Risk, Operational Risk..., Banking, Vendor Management, Alternative Investments, Market Risk, Mutual Funds, Finance, Capital Markets, Relationship Management, Leadership, Analysis

Education
Franklin Pierce College
Bachelor of Arts (B.A.), Accounting

Lorraine Haddock Lorraine Haddock San Francisco Bay Area Details
Lorraine Haddock's National Financial Experience February 1995 - February 1997
Job Partner, RMC Real Estate Loans
Industry Financial Services
Experience
RMC Real Estate Loans   November 1997 - Present
National Financial   February 1995 - February 1997
Bank of America  October 1989 - May 1992
Homestead Savings  January 1982 - March 1986

Skills
Mortgage Lending, Management, Customer Service, Loans, Real Estate, Finance, Time Management, Team Building, Sales, Residential Mortgages, FHA, Refinance, Loan Origination, Credit, Mortgage Banking, Banking

Education
College of San Mateo   1981 — 1981

Jay Falkner Jay Falkner Greater Boston Area Details
Jay Falkner's National Financial Experience 2004 - Present
Job VP Platform Consulting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  VP - Platform ConsultingNational Financial, a Fidelity Investments Company2004 - Present
National Financial   2004 - Present
PFPC  February 1996 - June 2004

Education
Carnegie Mellon University   1979 — 1983

Keith MacDougall Keith MacDougall Greater Atlanta Area Details
Keith MacDougall's National Financial Experience December 2003 - Present
Job
Industry Financial Services
Experience
National Financial   December 2003 - Present
Amsouth Investment Services  1999 - 2003
First American Investment Services Group   1998 - 1999
Pioneer Securities   1992 - 1998

Skills
Series 7, Series 63, Securities, Series 24, Relationship Management, FINRA, Mutual Funds, Investments, Fixed Income, Financial Services, Investment Advisory..., Wealth Management, Alternative Investments, Risk Management, Retirement, Investment Advisory, 401k, Series 27, Series 53

Education
Toastmasters   2006 — 2008

The University of Tennessee at Chattanooga   1990 — 1992
MBA, Finance

The University of Tennessee at Chattanooga   1986 — 1990
BS, Major in Finance, Minor Economics

Nicholas Corbett Nicholas Corbett Dallas/Fort Worth Area Details
Nicholas Corbett's National Financial Experience May 2006 - January 2012
Job Senior Program Director
Industry Financial Services
Experience
National Financial Services- A Fidelity Investments Company   January 2012 - Present
National Financial   May 2006 - January 2012
National Financial   March 2003 - May 2006
Fidelity Investments  September 2001 - March 2003
Fidelity Invesments  May 1996 - September 2001
Fidelity Investments  August 1993 - May 1996

Skills
Financial Services, Management, Customer Service, Employee Training, E-Learning, HTML, Adult Education, Program Management, Compliance, Instructional Design, Training Delivery, Instructor-led Training, Technical Training, Securities, Series 63

Education
University of Oklahoma   1987 — 1992
Bachelor of Arts- Journalism, Advertising, emphasis English

Jeffrey Skipworth Jeffrey Skipworth Houston, Texas Area Details
Jeffrey Skipworth's National Financial Experience July 1999 - July 2005
Job Houston Director at Moran & Company
Industry Commercial Real Estate
Experience
Moran & Company  July 2011 - Present
Moran & Company  January 2006 - September 2011
Fidelity Investments  July 2005 - January 2006
National Financial   July 1999 - July 2005

Skills
Financial Analysis, Real Estate, Asset Managment, Valuation, Due Diligence, Real Estate Economics, Investments, Portfolio Management, Financial Modeling, Disposition, Acquisitions, Real Estate Transactions, Risk Management, Brokerage, Underwriting

Education
Southern Methodist University - Cox School of Business   2003 — 2005
MBA, Finance

Austin College   1995 — 1999
BA, History, Economics

Brian Smothers Brian Smothers Greater Boston Area Details
Brian Smothers's National Financial Experience September 2009 - January 2010
Job Cofounder UI/UX Developer/Designer at RAYDAR
Industry Financial Services
Experience
RAY-DAR   October 2013 - Present
Fidelity Investments  January 2010 - October 2013
National Financial   September 2009 - January 2010
Digitas  April 2009 - September 2009
Boston Coach  November 2008 - April 2009
Healthhonors   June 2008 - November 2008
Fidelity Investments  November 2000 - June 2008

Skills
JavaScript, Web Development, jQuery, Information Architecture, C#, CSS, User Interface Design, Interaction Design, Agile Methodologies

Education
Syracuse University
Bachelor's Degree, Biochemistry/Physics

Chris Lanoue Chris Lanoue Scituate, Massachusetts Details
Chris Lanoue's National Financial Experience April 2007 - May 2008
Job President at Nautilytics, LLC
Industry Computer Software
Experience
Nautilytics, LLC   January 2013 - Present
Innovosoy   November 2012 - December 2012
Innovosoy   July 2011 - November 2012
Cornell University  July 2010 - July 2011
BCSL LLP   August 2009 - August 2010
University of Illinois at Urbana-Champaign  August 2008 - July 2010
National Financial   April 2007 - May 2008

Skills
Stata, Excel, Python, R, Data Analysis, SAS, Eviews, Statistics, VBA, Programming, Data Mining, Time Series Analysis, C#, Unity3D, LINQ, d3.js, jQuery, JavaScript, Node.js, SQL, Matlab, Access, LaTeX, Word, PowerPoint, Econometrics, ArcGIS, OpenGL, Databases, GAMS, Research, Microsoft Office, Quantitative Analysis, Optimization, Git, Modeling, Economics, Statistical Modeling

Education
Cornell University   2010 — 2011
PhD, Applied Economics

University of Illinois at Urbana-Champaign   2008 — 2010
M.S., Applied Economics

College of the Holy Cross   2000 — 2004
B.A., Economics

Tod Dillon Tod Dillon Greater Boston Area Details
Tod Dillon's National Financial Experience August 2006 - May 2010
Job CFO EOS CCA
Industry Financial Services
Experience
EOS CCA  June 2010 - Present
National Financial   August 2006 - May 2010
Fidelity Investments  January 2006 - August 2006
Fidelity Investments  January 2002 - January 2006
Fidelity Investments  October 1995 - December 2001
FISC Ireland   July 1996 - April 1998
American Management Systems (AMS)   June 1993 - August 1995
Chubb Insurance  1989 - 1991
Chubb Insurance  1989 - 1991

Skills
Budget, Business Planning, Managerial Finance, Leadership, Integration

Education
D'Amore-McKim School of Business at Northeastern University   1991 — 1993
MBA, Finance

Bowdoin College   1985 — 1989
AB Magna cum Laude, Economics, Government

Xaverian Brothers HS   1981 — 1985

John Mceleney John Mceleney Greater Boston Area Details
John Mceleney's National Financial Experience 1986 - Present
Job Project Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity  2006 - Present
Fidelity Investments, National Financial  2005 - Present
Fidelity Investments  January 1986 - Present
Fidelity Investments  January 1986 - Present
National Financial, a Fidelity Investments Company  1986 - Present
National Financial   1986 - Present

Skills
Asset Management, Mutual Funds, Financial Services, Series 63, Risk Management, Series 7, Equities, Fixed Income, Securities, Investments, Management, Wealth Management, Relationship Management, SDLC

Education
Boston University   1982 — 1986
BS/BA, Accounting and Finance

Vincent Lupo Vincent Lupo Greater New York City Area Details
Vincent Lupo's National Financial Experience July 1996 - January 1999
Job Managing Director at Industrial and Commercial Bank of China (ICBC) Financial Services LLC
Industry Financial Services
Experience
Industrial and Commercial Bank of China (ICBC) Financial Services LLC   December 2012 - Present
Independent Financial Services Professional  July 2012 - December 2012
Jefferies & Company  February 2004 - May 2011
Neuberger Berman  April 2000 - February 2004
National Financial   July 1996 - January 1999
Morgan Stanley  February 1986 - June 1996

Skills
Alternative Investments, Asset Management, Back Office, Bloomberg, Capital Markets, Corporate Finance, Derivatives, Due Diligence, ETFs, Electronic Trading, Equities, Equity Derivatives, Equity Trading, FINRA, FX Options, Financial Markets, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Mutual Funds, Operational Risk, Options, Portfolio Management, Prime Brokerage, Private Equity, Securities, Risk Management, Series 24, Series 63, Settlement, Series 7, Trading, Structured Products, Trading Systems

Education
Baruch College, City University of New York (CUNY)   1982 — 1985
BBA, Finance

Dillon Wu, CSCS Dillon Wu, CSCS Greater New York City Area Details
Dillon Wu, CSCS's National Financial Experience June 2003 - December 2004
Job Head CoachMen's Ice Hockey at Stevens Institute of Technology
Industry Health, Wellness and Fitness
Experience
Stevens Institute of Technology  September 2009 - Present
Stevens Institute of Technology  April 2007 - Present
Liberty Health & Fitness   April 2005 - January 2010
National Financial   June 2003 - December 2004

Skills
Athletics, Public Speaking, Coaching, Fitness, Sports, Personal Training, Strength & Conditioning, Strength Training, Injury Prevention, Athletic Performance, Nutrition, Athletic Training, Sports Management, Exercise Physiology

Education
State University of New York College at Brockport   1984 — 1988
BS, Business Administration-Finance

State University of New York College at Brockport   1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General

Robert Steger Robert Steger San Francisco Bay Area Details
Robert Steger's National Financial Experience December 2004 - April 2006
Job VP Sales Folio Institutional at FOLIOfn
Industry Financial Services
Experience
FOLIOfn  June 2010 - Present
Broadcort Correspondent Clearing, Merrill Lynch   April 2007 - June 2010
National Financial   December 2004 - April 2006
Correspondent Services Corporation   May 2001 - December 2004
Scudder Investments  1997 - 1999
Citicorp Investment Services  1991 - 1994

Skills
Strategy, Start-ups, Investments, Sales, Securities, Executive Management, Budgets, Training, Mutual Funds, Financial Services, Wealth Management

Education
University of California, Santa Barbara   1981 — 1985
Bachelor of Arts (B.A.), History

Debra Furstenberg Debra Furstenberg Greater New York City Area Details
Debra Furstenberg's National Financial Experience October 1995 - August 1997
Job Co Owner/Chief Treat Officer at MoJo's Morsels
Industry Consumer Goods
Experience
MoJo's Morsels   January 2012 - Present
4 Pets' Sake   October 2010 - January 2012
Life's Abundance/HealthyPetNet   May 2008 - January 2012
Correspondent Services Corporation   October 2000 - April 2004
Citibank  April 1997 - October 2000
National Financial   October 1995 - August 1997
The Bank of New York  January 1994 - October 1995
The Bank of New York  February 1993 - January 1994

Skills
Pets, Non-profits, Dogs, Training, Financial Services, Small Business, Retail, Social Networking, Social Media, Animal Nutrition, Merchandising, Holistic Health, Investments, Sales, Customer Service, Operations Management, E-commerce, Time Management, Public Relations, Trade Shows, Public Speaking, Online Advertising, Online Marketing, Marketing, Team Building, Nonprofits, Sales Management, Strategic Planning, Blogging, Marketing Strategy, Brand Development, Account Management, New Business Development, Trading, Newsletters, Coaching, B2B, Fundraising, Email Marketing, Event Planning, Facebook, Wholesale, Marketing Communications

Education
Rutgers University-New Brunswick   1988 — 1992
B.A., Psychology

Curt Dukeshire Curt Dukeshire Greater Boston Area Details
Curt Dukeshire's National Financial Experience 1992 - 2007
Job Managing Director at State Street Global Markets
Industry Financial Services
Experience
State Street Global Markets  November 2007 - Present
Fidelity Investments  1992 - 2007
National Financial   1992 - 2007

Skills
Series 7, Series 63, Equities, Mutual Funds, Securities, Fixed Income, Series 24, Financial Services, Asset Managment, Investments, Hedge Funds, Alternative Investments, Capital Markets, Wealth Management, Trading

Education
Salve Regina University   1985 — 1989
Bachelor's degree, Finance and Financial Management Services

Janet Petronio Janet Petronio Greater Boston Area Details
Janet Petronio's National Financial Experience 1999 - 2004
Job Personal Finance Consultant
Industry Financial Services
Experience
JBP Associates   November 2009 - Present
Decker Training   2007 - July 2010
National Financial   1999 - 2004
National Financial/Fidelity Investments   1993 - 1999
Krupp Marketing   1988 - 1992

Education
Boston College   1984 — 1988
Bachelor of Science, Finance, French

Denise Timmons Denise Timmons United States Details
Denise Timmons's National Financial Experience 2007 - Present
Job V.P. Global Product at Fidelity Investments
Industry Financial Services
Experience
Fidelity / National Financial   2007 - Present
National Financial   2007 - Present
FIX Protocol Ltd.   1998 - Present
Fidelity Capital Markets  July 1994 - October 2007
Fidelity Investments  1992 - 1994
Fidelity Investments  October 1990 - July 1992
SunGard/Phase3   1987 - 1988

Skills
Securities, Electronic Trading, Trading, Product Management, Trading Systems, Equities, Fixed Income, Capital Markets, Brokerage, Prime Brokerage, Series 7, Series 63, Series 24, Financial Services, Asset Management, Equity Trading, Investments, Mutual Funds, Market Data, Options, Risk Management

Education
Suffolk University - Sawyer School of Management   1985 — 1987
M.B.A.

Dawna Lovett Dawna Lovett Greater Boston Area Details
Dawna Lovett's National Financial Experience January 2003 - Present
Job Director Documentation, National Financial
Industry Financial Services
Experience
National Financial   January 2003 - Present

Skills
Series 63, Financial Services, Securities

Education
Suffolk University   1982 — 1986
BSBA, Finance

Michael Nigro Michael Nigro Jersey City, New Jersey Details
Michael Nigro's National Financial Experience 2007 - Present
Job Vice President at Fidelity Investments
Industry Capital Markets
Experience
National Financial   2007 - Present
Merrill Lynch  1985 - 2007

Education
Iona College   1976 — 1980
BBA Accounting, Accounting

Beth Johnsen Stefanowicz Beth Johnsen Stefanowicz Greater Atlanta Area Details
Beth Johnsen Stefanowicz's National Financial Experience 2012 - Present
Job Director Relationship Management at National Financial
Industry Financial Services
Experience
National Financial   2012 - Present
Triad Advisors, Inc.   April 2009 - 2012
fidelity investments  May 2005 - November 2008
National Financial   2005 - 2008
National Financial   1999 - 2004
farsight Financial Services   1998 - 1999

Education
Dartmouth College   1993 — 1997
BA, Chemistry

John Maple John Maple Greater Boston Area Details
John Maple's National Financial Experience June 2000 - Present
Job Director of Finance at National Financial Services Group
Industry Financial Services
Experience
National Financial   June 2000 - Present

Skills
Series 7, Securities, Mutual Funds

Education
Northeastern University   1989 — 1995
BS, Business Administration

Fabian Samaniego Fabian Samaniego Greater New York City Area Details
Fabian Samaniego's National Financial Experience August 2007 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Tata Consultancy Services  July 2011 - Present
Citi Global Markets Inc.   December 2010 - June 2011
ICM Capital Markets LTD   February 2010 - November 2010
National Financial   August 2007 - December 2008
HSBC Securities  December 2004 - March 2007
HSBC Brokerage (USA) Inc.   September 2000 - December 2004
Barington Capital Group  October 1999 - September 2000
DMR Consulting Group  May 1999 - October 1999
HSBC Bank USA, N.A.(Former Republic New York Securities Corp)   December 1996 - May 1999
HSBC Bank USA, N.A. (Former Republic National Bank of NY)   June 1995 - December 1996

Skills
Asset Managment, Strategic Planning, Contract Negotiation, Equities, Fixed Income, Executive Management, Outsourcing, Capital Markets, Securities, Asset Management, Risk Management, Operations Management, Business Process..., Hedge Funds, Business Analysis, Operational Excellence, Banking, Process Improvement, Financial Services, Prime Brokerage, Trading, Corporate Actions, Settlement, Back Office, Private Banking, Leadership, Management, Portfolio Management, Derivatives, FX Options, Financial Markets, Trading Systems, Financial Advisory, Middle Office, Investment Banking, Mutual Funds, Relationship Management, Options, Investment Advisory, Wealth Management, Electronic Trading, Bloomberg, Operational Risk

Education
Queens College   1979 — 1983
BA, Economics

Carlos Cartaya Carlos Cartaya Greater New York City Area Details
Carlos Cartaya's National Financial Experience Vice PresidentFidelity Investments1990 - 2009
Job Vice President at National Financial
Industry Financial Services
Experience
National Financial   Vice PresidentFidelity Investments1990 - 2009

Skills
Fixed Income, Series 7, Financial Analysis, Mutual Funds, Equities, Securities, Financial Services, Finance, Capital Markets

Education
Metropolitan State University of Denver   1979 — 1993
BS, Finance

Peter Bove Peter Bove Greater New York City Area Details
Peter Bove's National Financial Experience June 1993 - May 2008
Job Vice President at Jefferies & Co.
Industry Banking
Experience
Jefferies & Co.   June 2010 - Present
Credit Suisse LLC  March 2009 - October 2009
Deutsche Bank  August 2008 - January 2009
Deutsche Bank  August 2008 - January 2009
National Financial   June 1993 - May 2008
National Financial Services LLC   June 1993 - May 2008
Security Pacific National Bank  February 1991 - May 1993
The First Boston Corp   June 1983 - February 1991
Goldman, Sachs & Co   January 1980 - June 1983
The Bank of New York Co. Inc   May 1977 - January 1980

Skills
Securities, Capital Markets, Management, Analysis, Corporate Actions, Equities, Leadership, Prime Brokerage, User Acceptance Testing, Financial Services, Account Reconciliation, Risk Management, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Middle Office

Education
Nassau Community College   1977 — 1978
Associates, Business

Lianne Stachowiak Lianne Stachowiak Denton, Texas Details
Lianne Stachowiak's National Financial Experience February 2008 - September 2010
Job Horse Mumbler and Enthusiast
Industry Alternative Medicine
Experience
National Financial   February 2008 - September 2010

Education
Texas Woman's University   1998 — 2001
Bachelor of Arts (B.A.), Theatre/Theater and Related Studies

Richland Community College   1996 — 1998

Joseph Saunders Joseph Saunders Greater Boston Area Details
Joseph Saunders's National Financial Experience February 1999 - April 2005
Job Lecturer & Asst. Director Corporate Relations at Boston University School of Management
Industry Financial Services
Experience
Boston University School of Management  November 2012 - Present
Regulatory Compliance, LLC  June 2012 - February 2013
Sloane McCarron Capital Advisors, LLC   May 2011 - June 2012
Fidelity Investments  April 2005 - October 2010
National Financial   February 1999 - April 2005
National Financial   June 1995 - February 1999
Fidelity Investments  March 1992 - June 1995

Skills
Due Diligence, Treasury Management, Business Planning, Management, Financial Services, Analysis, P&L Management, Sales, Selling, Investments, Negotiation, Relationship Management, Forecasting

Education
D'Amore-McKim School of Business at Northeastern University   1995 — 1998
MBA, Finance

University of Massachusetts Lowell   1981 — 1985
BSBA, Ecomonics

Anthony Portelli Anthony Portelli Greater New York City Area Details
Anthony Portelli's National Financial Experience 1984 - 1987
Job Managing Director Operations Manager at ITG
Industry Financial Services
Experience
ITG  PresidentNYFIX Securities Corporation2002 - February 2010
NYFIX Securities Corporation   2002 - 2010
SBC Warburg  1992 - 1997
National Financial   1984 - 1987

Education
Pace University - Lubin School of Business   1979 — 1983
MBA, Financial Management

Baruch College, City University of New York (CUNY)   1974 — 1978
BBA, Marketing Management

Kelly Donaghy Kelly Donaghy Greater New Orleans Area Details
Kelly Donaghy's National Financial Experience 1999 - 2008
Job 2nd VP, Legal & Human Resources
Industry Insurance
Experience
Pan-American Life Insurance Group  February 2013 - Present
Pan-American Life Insurance Company  December 2011 - February 2013
Pan-American Life Insurance Company  April 2008 - December 2011
National Financial   1999 - 2008

Education
Tulane University   1994 — 1998
BA, Classics

George School   1990 — 1994
HS

Lilia Cabezas-Johnson Lilia Cabezas-Johnson Westerville, Ohio Details
Lilia Cabezas-Johnson's National Financial Experience February 1999 - April 2000
Job Supervisory Manager at JP Morgan Securities LLC
Industry Financial Services
Experience
J.P Morgan Securities LLC  January 2015 - Present
JP Morgan securities  April 2014 - Present
JP Morgan securities  October 2007 - April 2014
Fidelity Investments  February 1999 - October 2007
National Financial   February 1999 - April 2000

Skills
Bi-lingual, Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Ohio Life & Health

Education
Schiller International University   1997 — 1998
MA, International Relations London Campus

Virginia State University   1991 — 1996
Bachelor of Arts, International Studies

Tiffany Sweed Tiffany Sweed Milford, Delaware Details
Tiffany Sweed's National Financial Experience October 2011 - Present
Job Manager at National Financial
Industry Financial Services
Experience
National Financial   October 2011 - Present
Lexie's   June 2011 - October 2011
Home Instead Senior Care  April 2009 - May 2011

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Organization

Education
Ashford University   2011 — 2014
Bachelor's degree, Applied Behavioral Sciences

Ashford University   2011 — 2014
Bachelor's degree, Psychology

Similar Companies