Newport Capital Group

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Newport Capital Group Employees

Employee
Years
Job
Industry
Elise Casey Elise Casey Greater New York City Area Details
Elise Casey's Newport Capital Group Experience August 2011 - October 2013
Job Financial Systems Analyst at Omnicom Media Group
Industry Marketing and Advertising
Experience
Omnicom Media Group  January 2015 - Present
Newport Capital Group   August 2011 - October 2013
Tiki Tan  May 2010 - August 2010
Anna, Peace by Piece   September 2008 - February 2010
West Marine  July 2007 - August 2007
Magnum Marketing   June 2007 - August 2007
Sea Bright Lawn Tennis and Cricket Club   June 2006 - August 2006
Rumson REC   July 2002 - July 2006
Val's Tavern   February 2006 - May 2006

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Finance, Salesforce.com, Cold Calling Experience, Facebook, Social Media, Access, Outlook, Online Research, Customer Service, Social Networking, Leadership, Time Management, Social Media Marketing, Data Analysis, Market Research

Education
Monmouth University   2008 — 2010
BS in Business Administration, Concentration in Marketing

University of New Hampshire   2006 — 2008
Concentration in Marketing

Rumson-Fair Haven Regional High School   2002 — 2006

Juliana Martell Juliana Martell Philadelphia, Pennsylvania Details
Juliana Martell's Newport Capital Group Experience September 2010 - December 2011
Job Real Estate Agent at Kurfiss Sotheby's International Realty
Industry Real Estate
Experience
Kurfiss Sotheby's International Realty  October 2013 - Present
Lombardi Residential   October 2011 - Present
Blackstone Development   December 2011 - September 2013
Newport Capital Group   September 2010 - December 2011
Philadelphia University  February 2010 - October 2010
Martell Construction   May 2009 - August 2010

Skills
Microsoft applications:..., Proficient in the..., Microsoft Word, PowerPoint, Property Management, Microsoft Excel, Investments, Real Estate, Social Media Marketing, Management, Leadership, Negotiation, Apartments, Advertising, Customer Service, Construction, Rentals, Property, Time Management, Microsoft Office, Leases, Team Leadership, Commercial Real Estate, Investment Properties, Residential Homes, Real Estate Development, Marketing, Small Business, Lease Administration, Lease Negotiations, Online Marketing, Sales, Tenant, Fair Housing, Due Diligence

Education
Philadelphia University   2012 — 2013
Master of Business Administration (MBA)

Philadelphia University   2009 — 2012
Bachelor of Science, Business Management

Woodstown High School

Erica Picatagi Erica Picatagi Greater New York City Area Details
Erica Picatagi's Newport Capital Group Experience December 2010 - March 2011
Job AMS Certified Primary Directress at Twin Parks Montessori School
Industry Education Management
Experience
Twin Parks Montessori School   September 2013 - Present
Amelia Island Montessori School   August 2012 - May 2013
The Atlantic Club  April 2011 - August 2012
The Atlantic Club  April 2011 - August 2012
Newport Capital Group   December 2010 - March 2011
Duhovka Skolka   October 2010 - November 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Teaching, Early Childhood..., Parent Education, Parent-Teacher..., Sports Coaching, Early Childhood Literacy, Early Childhood..., Positive Personality

Education
Princeton Center for Teacher Education   2011 — 2014
Montessori Teacher Ceritification-pending, Primary Education

Susquehanna University   2006 — 2010
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Griffin John Cogorno Griffin John Cogorno Orange County, California Area Details
Griffin John Cogorno's Newport Capital Group Experience February 2004 - December 2007
Job Director of Client Services at Unire Real Estate Group, Inc.
Industry Commercial Real Estate
Experience
Unire Real Estate Group, Inc.   March 2014 - Present
Airway Imports LLC   June 2014 - Present
ExtendMySeat LLC.   June 2008 - Present
JPMorgan Chase  May 2012 - March 2014
The O'Donnell Group   January 2010 - June 2012
Pico Metal Products   January 2008 - August 2009
Newport Capital Group   February 2004 - December 2007

Skills
Marketing Strategy, Acquisition Analysis, Start-ups, Social Media Marketing, Business Valuation, Email Marketing, Social Media, Real Estate, Strategy, Google Analytics, Commercial Real Estate, E-commerce, Facebook, CRM, Acquisitions, Entrepreneurship

Education
University of California, San Diego   1999 — 2002
Bachelor of Arts (BA), Communication, General

YPG

Bowen Dang Bowen Dang Greater Chicago Area Details
Bowen Dang's Newport Capital Group Experience January 2013 - February 2013
Job Auditor
Industry Financial Services
Experience
Deloitte & Touche  September 2014 - Present
John Deere  May 2013 - August 2013
Newport Capital Group   January 2013 - February 2013
HSBC  June 2012 - July 2012

Skills
PowerPoint, Financial Analysis, Research, Finance, Microsoft Excel, Financial Accounting, Data Analysis, Management, Marketing Strategy, Corporate Finance, Economics, Banking, Analysis, Financial Audits

Education
Augustana College   2010 — 2014
Bachelor of Arts (B.A.), Accounting & Finance Double Major; Mathematics & Economics Minors

Xi'an Jiaotong University   2012 — 2012
Summer School, Economics, Finance

University of International Business and Economics   2011 — 2011
Summer School

Orlando machado Orlando machado United States Details
Orlando machado's Newport Capital Group Experience September 2013 - Present
Job at
Industry Financial Services
Experience
Ultra Logistics  November 2014 - Present
Credit Pros   July 2014 - Present
Newport Capital Group   September 2013 - Present
Old Dominion Freight Line  June 2007 - July 2013
Hoboken Floors  November 2004 - February 2007

Skills
Sales, Cold Calling, Fidiciuary services, Microsoft Office, Erisa, Defined Benefit, Defined Contribution, DOL, salesforce

Education
Essex County College   1993 — 1994
Business

Harrison High School   1989 — 1993
High School Diploma, Business

Kara Eschbach Kara Eschbach New York, New York Details
Kara Eschbach's Newport Capital Group Experience May 2006 - July 2006
Job Editor in Chief & Publisher at Verily Magazine
Industry Publishing
Experience
Verily Magazine  September 2011 - Present
Sirius XM Radio Inc.  September 2012 - December 2013
Credit Suisse  July 2008 - September 2011
Simulex  August 2006 - March 2008
Motorola  May 2007 - August 2007
Newport Capital Group   May 2006 - July 2006

Skills
Financial Analysis, Financial Modeling, Valuation, Investments, Private Equity, Accounting, Entrepreneur, Publishing, Entrepreneurship, Finance

Education
Purdue University   2003 — 2007
BS, Accounting, Finance, Management

Grosse Ile High School

Lynette Wojcik Lynette Wojcik Red Bank, New Jersey Details
Lynette Wojcik's Newport Capital Group Experience November 2008 - Present
Job Vice President of Operations
Industry Marketing and Advertising
Experience
The Two River Times  July 2014 - Present
Newport Capital Group   November 2008 - Present
Foxtons  2004 - 2007
Clear Channel Communications  2003 - 2006
PNC Bank Arts Center  March 2002 - 2003
Merrill Lynch  September 2001 - 2003

Skills
Direct Sales, Business Strategy, PowerPoint, Investment Properties, Team Building, Contract Negotiation, Customer Satisfaction, Sales Process, Online Marketing, Solution Selling, Strategic Planning, Business Development, Lead Generation

Education
Rutgers University   2000 — 2004

Jordan Zdatny Jordan Zdatny Greater New York City Area Details
Jordan Zdatny's Newport Capital Group Experience May 2011 - August 2011
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC   September 2015 - Present
Merrill Edge  April 2013 - August 2015
Merrill Edge  August 2012 - March 2013
Newport Capital Group   May 2011 - August 2011
Buckhead Beef Northeast   May 2010 - August 2010
Buckhead Beef Northeast   May 2009 - August 2009

Skills
Finance, Critical Thinking, Economics, Solid computer skills, Hard-worker, Motivation, Fast Learner, Mathematics, Series 7, Series 66

Education
The University of Connecticut School of Business   2008 — 2012
BS Finance, Finance Major and Economics Minor

Michael C. Cino Michael C. Cino Brick, New Jersey Details
Michael C. Cino's Newport Capital Group Experience October 2010 - July 2011
Job EMT looking in ocean Monmouth counties for ambulance companies state and municipal EMS opportunity
Industry Hospital & Health Care
Experience
Tricare Medical Transportation   May 2015 - Present
Searching for a new career opportunity in healthcare   October 2014 - Present
Cino and Zimbardo Consulting   July 2011 - Present
Paragon Payroll, Inc.   January 2014 - October 2014
Newport Capital Group   October 2010 - July 2011
ADP  December 2008 - October 2010
ADP  January 2005 - December 2008
ADP  January 2003 - January 2005
ADP  December 2001 - January 2003
Morgan Stanley  2000 - 2001

Skills
401k, Consultative Selling, Employee Benefits, Selling, Human Resources, Sales Process, Payroll, Benefits Administration, Small Business, Time Management, CRM, Sales, Marketing, New Business Development, Strategic Planning, Sales Operations, Customer Service, Talent Acquisition, Management, Training, Leadership, Team Building, Recruiting, Business Development

Education
William Paterson University   1991 — 1995
ACCOUNTING AND COMPUTER SCIENCE

Brick township   1987 — 1991
HS DIPLOMA, COLLEGE PREP

Union high school   1987 — 1991
HS Diploma, College prep

Atlantic Cape Community College
Emergency Medical Technician Training

Katie Soldano Katie Soldano Greater New York City Area Details
Katie Soldano's Newport Capital Group Experience April 2011 - Present
Job Accountant at Newport Capital Group
Industry Accounting
Experience
Newport Capital Group   April 2011 - Present
K Hovnanian  October 2004 - November 2006
Ajilon Finance  October 2003 - October 2004
Verio, Inc  November 2000 - April 2003
McGladrey & Pullen LLP  September 1999 - September 2000

Skills
Financial Reporting, Accounting, Payroll, Auditing, GAAP, Variance Analysis, Journal Entries, CPA, SEC filings, Interviews, Balance, External Audit

Education
Northwest Missouri State University   1995 — 1999
BS, Accounting

Alex Kaczmarek Alex Kaczmarek Greater New York City Area Details
Alex Kaczmarek's Newport Capital Group Experience March 2012 - November 2012
Job Raw Supply Analyst at Applegate
Industry Financial Services
Experience
Applegate  January 2015 - Present
Applegate  March 2014 - January 2015
TMK Builders   November 2012 - February 2014
Newport Capital Group   March 2012 - November 2012
McGivney Community Center  January 2011 - May 2011
Lincoln Financial Group  June 2010 - August 2010
United States Soccer Federation  March 2003 - September 2009

Skills
Investments, Microsoft Excel, Access, PowerPoint, Analysis, Word, Excel, Drupal, Financial Analysis, Customer Service, Facebook, Microsoft Word, Mutual Funds, Marketing, Research, Recruiting, Time Management, International Logistics, Logistics, Microsoft Dynamics ERP, ERP Implementations

Education
Fairfield University   2007 — 2011
Bachelor of Science (BS), Finance, Information Systems

Regent's College, London   2010 — 2010

Governor Livingston High School   2003 — 2007

Nicholas Dolce, AIF® Nicholas Dolce, AIF® Greater New York City Area Details
Nicholas Dolce, AIF®'s Newport Capital Group Experience September 2011 - April 2013
Job Senior Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  April 2013 - Present
Newport Capital Group   September 2011 - April 2013
JPMorgan Chase  1993 - 2010

Skills
Wealth Management, Asset Allocation, Equities, Portfolio Management, Investments

Education
Drexel University - LeBow College of Business
MBA, Investment Management

University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Business Administration, Finance with additional coursework in Accounting, Computers, and Mathematics

Bryan Sharples Bryan Sharples Greater New York City Area Details
Bryan Sharples's Newport Capital Group Experience March 2012 - July 2012
Job Security Master & Pricing Group at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  November 2013 - Present
Sea Girt Crossroads Shopping Center   May 2010 - November 2013
Newport Capital Group   March 2012 - July 2012
John Thomas Financial  January 2010 - May 2010

Skills
Series 7, Series 63, Equities, Securities, Oracle SQL Developer, Bloomberg Terminal, Vendor Relationship..., Pricing Analysis, Reference Data, Fixed Income, Data Analysis, Derivatives, Financial Modeling

Education
Monmouth University

Salvatore Giannone Salvatore Giannone Greater New York City Area Details
Salvatore Giannone's Newport Capital Group Experience August 2011 - December 2011
Job Office Manager Integrated Global Logistics
Industry Financial Services
Experience
Intergrated Global Logistics   January 2015 - Present
Morgan Stanley  March 2013 - January 2015
Newport Capital Group   August 2011 - December 2011
Wells Fargo Advisors  June 2010 - January 2011
Wachovia Securities, LLC  May 2008 - July 2008

Skills
Financial Advisory, 401k, Series 7, Mutual Funds, ETFs, Fixed Annuities, Investments, Fixed Income, Finance, Insurance, Stocks, Defined Contribution, Defined Benefit, IRAs, Municipal Bonds, Retirement Planning, Securities, Relationship Management, Retirement, Asset Allocation, Series 63, Financial Services, Alternative Investments, Series 66, Investment Advisory, Employee Benefits, Uniform Combined State..., Equities, Investment Strategies, Wealth Management, QuickBooks, EZ-Freight, NVOCC, Freight Forwarding, Ocean Freight

Education
Monmouth University   2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics

Kate Roselli Kate Roselli United States Details
Kate Roselli's Newport Capital Group Experience July 2012 - Present
Job Executive Assistant at Newport Capital Group
Industry
Experience
Newport Capital Group   July 2012 - Present
Newport Capital Group   June 2011 - July 2012

Education
Rutgers University-New Brunswick
Bachelor's degree, Labor Studies and Employment Relations

David Kozodoy David Kozodoy Red Bank, New Jersey Details
David Kozodoy's Newport Capital Group Experience September 2013 - Present
Job VP Investments at Newport Capital Group
Industry Financial Services
Experience
Newport Capital Group   September 2013 - Present
Aon Hewitt  June 2008 - July 2013
Portfolio Evaluations, Inc.   July 1999 - June 2008
SG Pacific Asset Management   June 1993 - May 1998

Skills
Retirement, ERISA, Defined Contribution, 401k, Defined Benefit, Pensions, Investment Analysis, Investment Advisory, Plan Sponsor, Institutional, Investment Policy..., Performance Measurement, Mutual Funds, MBA, Morningstar Direct, Performance Attribution, Consulting, Mutual Fund, Target Date Funds, Investments, Pension Funds, Investment Strategies, Investment Management, Valuation, Portfolio Management, Asset Allocation

Education
Rutgers University-New Brunswick   1996 — 1999
MBA, Finance

Long Island University, C.W. Post Campus   1991 — 1993
Bachelor of Science

John P. Stevens High School   1984 — 1988

Varun Agnihotri Varun Agnihotri Greater New York City Area Details
Varun Agnihotri's Newport Capital Group Experience September 2009 - Present
Job
Industry Financial Services
Experience
Newport Capital Group   September 2009 - Present
Twin Capital Management LLC  August 2007 - February 2009
KNV, llc   May 2005 - August 2007

Education
New Jersey Institute of Technology   2004 — 2007
Bachelor of Science (BS), Mathematics of Finance And Actuarial Science

2016 Level II Candidate in the CFA Program

Carly Setaro Carly Setaro Greater New York City Area Details
Carly Setaro's Newport Capital Group Experience September 2013 - June 2015
Job Merchandising & Production Coordinator at Simplicity Creative Group
Industry Public Relations and Communications
Experience
Simplicity Creative Group  June 2015 - Present
Newport Capital Group   September 2013 - June 2015
Simplicity Creative Group  May 2012 - May 2013
Rutgers PRSSA Todd Hunt Chapter   May 2012 - May 2013

Skills
Public Relations, Event Planning, Leadership, Facebook, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Customer Service, Prezi, Microsoft Excel, Microsoft Office, Time Management, YouTube, Video Editing, Public Speaking, Fundraising, Marketing Communications, Social Networking, Advertising, Photoshop, Cision, Adobe Creative Suite, Salesforce.com, Press Releases, Blogging, Editing, Communication, sales force, Outlook, Phone Etiquette, Sales

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2013
Bachelor of Arts (B.A.), Communication

Brookdale Community College   2009 — 2011
Associates Degree, Arts and Sciences

Kelly Maloney Kelly Maloney Shrewsbury, New Jersey Details
Kelly Maloney's Newport Capital Group Experience 2011 - 2012
Job Salon Coordinator and Manager at Warren Tricomi Salon and Spa
Industry Cosmetics
Experience
Warren Tricomi Salon and Spa   February 2014 - Present
Northwestern Mutual  July 2013 - November 2013
Basil T's Restaurant Bar and Grill   April 2010 - May 2012
Newport Capital Group   2011 - 2012

Skills
Data Entry, Employee Benefits, Filing, Databases, Travel Arrangements, Records Management, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Investments, Access, Microsoft Office, Lotus Notes, Finance, Sales, Salesforce.com, Spreadsheets, Management

Education
Middletown High School South   2004 — 2008

Brookdale Community College

Dustin Boyce Dustin Boyce Greater Los Angeles Area Details
Dustin Boyce's Newport Capital Group Experience April 2005 - November 2007
Job VP of Sales at nuTCS Inc.
Industry Retail
Experience
nuTCS Inc.   July 2015 - Present
TCS Logistics   April 2012 - June 2015
nuCourse Distribution  May 2009 - May 2012
Jacobs Engineering  November 2007 - January 2009
Newport Capital Group   April 2005 - November 2007
Enterprise Rent-A-Car  October 2004 - August 2005

Skills
Sales Management, Forecasting, Operations Management, New Business Development, Excel, Team Building, Microsoft Office, Team Leadership, Account Management, Sales, Project Planning, Microsoft Excel, Sales Operations, Management, Project Management, Retail, Business Development, Cold Calling, Customer Service, Budgets, B2B, Direct Sales, Marketing Strategy, Training, Product Marketing, Sales Process, Inventory Management, Salesforce.com, P&L Management, Trade Shows, Strategy, Customer Satisfaction, Competitive Analysis, Solution Selling, Merchandising, Leadership, Contract Negotiation, Product Management, Selling, Product Development, Purchasing, Strategic Partnerships, Strategic Planning, Pricing, Channel Partners, Key Account Management, Consumer Electronics, Negotiation

Education
California State University-Long Beach   1999 — 2004
BS degree in Business Administration

San Pasqual High School   1995 — 1999

Joe Kyrillos Joe Kyrillos Greater New York City Area Details
Joe Kyrillos's Newport Capital Group Experience 2008 - Present
Job State Senator New Jersey's 13th Legislative District
Industry Real Estate
Experience
Newmark Grubb Knight Frank  2013 - Present
Newport Capital Group   2008 - Present
New Jersey's 13th Legislative District   1992 - Present

Education
Hobart and William Smith Colleges   1978 — 1982
B.A.

Christina Kalinowski Christina Kalinowski Monmouth Beach, New Jersey Details
Christina Kalinowski's Newport Capital Group Experience June 2015 - July 2015
Job Student at Boston College
Industry Financial Services
Experience
Newport Capital Group   June 2015 - July 2015
The Bee Clothing Boutique   June 2012 - August 2012

Education
Boston College   2013 — 2017
Bachelor’s Degree, Economics

Christopher Toye, CFA, CAIA, FRM Christopher Toye, CFA, CAIA, FRM Philadelphia, Pennsylvania Details
Christopher Toye, CFA, CAIA, FRM's Newport Capital Group Experience 2014 - 2014
Job Vice President Manager Due Diligence Fixed Income at PNC
Industry Investment Management
Experience
PNC  2015 - Present
Newport Capital Group   2014 - 2014
Prudential Financial  2007 - 2014
Portfolio Evaluations, Inc.   2005 - 2007
Segal Advisors  2003 - 2005

Skills
Fixed Income, Investments, Equities, Hedge Funds, Asset Allocation, Emerging Markets, Bonds, Portfolio Management, Due Diligence, Economics, Retirement Planning, Alternative Investments, Financial Risk, Mutual Funds

Education
New York University - Leonard N. Stern School of Business   2007 — 2010
Masters of Business Administration, Corporate Finance, Global Business

Fairfield University   1993 — 1997

SPFHS   1989 — 1993

adrian quebengco adrian quebengco Newport Beach, California Details
adrian quebengco's Newport Capital Group Experience April 2004 - Present
Job Operations Manager at ACC Financial
Industry Financial Services
Experience
ACC Financial   June 2010 - Present
Newport Capital Group   April 2004 - Present

Skills
Loans, REO, Real Estate, Reverse Mortgages, Mortgage Lending, Residential Homes, Lines Of Credit, Loan Origination, Commercial Real Estate, Mortgage Marketing, Foreclosures, Short Sales

Education
California State University-Fullerton   2002 — 2006

Mark Stockley Mark Stockley Greater Denver Area Details
Mark Stockley's Newport Capital Group Experience June 2007 - August 2007
Job Student at University of Colorado at Boulder Leeds School of Business
Industry Financial Services
Experience
Newport Capital Group   June 2007 - August 2007

Education
University of Colorado Boulder - Leeds School of Business   2005 — 2009

Kyle Donohue Kyle Donohue Greater New York City Area Details
Kyle Donohue's Newport Capital Group Experience 2011 - 2013
Job Finance & Sales Management Professional
Industry Automotive
Experience
Newport Capital Group   2011 - 2013
Bottazzi’s Red Lion Inn   2008 - 2010
World Auto Group / Sea Breeze Ford   2005 - 2008

Skills
CRM, Sales, Training, Sales Management, Negotiation, Finance, Payroll, Management Consulting, Insurance

Education
Ocean County College   1996 — 1998
AS, Business Administration

Alii Torres Alii Torres Orange County, California Area Details
Alii Torres's Newport Capital Group Experience Process each individual loan from start to finish.... 1st prep file, then process order all necessary documents such title appraisal and any missing proof of income if required by fannie mae submit loan to underwriting, clear conditions then fund loan.....Sr. loan processorDitech.com$
Job Sr Loan Processor at Newport Capital Group
Industry Banking
Experience
Newport Capital Group   Process each individual loan from start to finish.... 1st prep file, then process order all necessary documents such title appraisal and any missing proof of income if required by fannie mae submit loan to underwriting, clear conditions then fund loan.....Sr. loan processorDitech.com$

Skills
Banking, Customer Service, Credit, Management, Finance, Financial Analysis, Risk Management, Credit Analysis, Leadership, Strategic Planning

Education
Mesa Community College   1989 — 1990
Psychology, A

JJ McAfee JJ McAfee Orange County, California Area Details
JJ McAfee's Newport Capital Group Experience January 2002 - March 2010
Job President at LendX LLC
Industry Banking
Experience
LendX LLC   July 2012 - Present
ACC Financial   June 2010 - July 2012
Newport Capital Group   January 2002 - March 2010

Skills
Refinance, Venture Capital, Private Equity, Capital Raising, New Business Development, Corporate Finance, Financial Modeling, Operations Management, Investment Properties, Loans, Mortgage Lending, Loan Origination, Real Estate Economics, FHA

Education
Southern Methodist University   1997 — 2003
BA, Political Science, Religious Studies

Adam Ruvelson Adam Ruvelson Orange County, California Area Details
Adam Ruvelson's Newport Capital Group Experience August 2002 - September 2009
Job Insurance Agent at Automobile Club of Southern California
Industry Insurance
Experience
Prospect Mortgage  April 2015 - Present
Automobile Club of Southern California  September 2009 - May 2015
Newport Capital Group   August 2002 - September 2009
Autohaus West   January 1998 - August 2002

Skills
Refinance, Real Estate, Sales, Entrepreneurship, Investment Properties, Automobile, Property & Casualty..., Insurance, Term Life Insurance, Life Insurance, Commercial Insurance, Underwriting, Umbrella Insurance, Fixed Annuities, General Insurance, Disability Insurance, Liability, Legal Liability, Health Insurance, Casualty, Selling, New Business Development, Marketing, Sales Management, Account Management, Mortgage Lending, Business Development, Customer Satisfaction, Loans

Education
Saddleback College   1998 — 2000
2, Business/Corporate Communications

Sibley High School, Mendota Heights MN   1993 — 1997
College Prep

Brian Denman Brian Denman Rochester, New York Area Details
Brian Denman's Newport Capital Group Experience June 2009 - July 2009
Job Senior Accountant at ITT Corporation
Industry Mechanical or Industrial Engineering
Experience
ITT  March 2015 - Present
ITT  October 2010 - March 2015
H&R Block  December 2009 - April 2011
Newport Capital Group   June 2009 - July 2009
SUNY Oswego Financial Management Association   February 2008 - May 2009
Phi Beta Lambda - SUNY Oswego Chapter   August 2006 - May 2009
Cornell University  January 2007 - August 2008
Merrill Lynch  May 2007 - August 2007

Skills
BlackLine Systems, General Ledger, PRMS General Ledger, Hyperion HFM, Intercompany, SAP, Excel, Word, Access, Tax Preparation, Accounts Payable, Microsoft Excel, Time Management, Finance

Education
State University of New York College at Oswego   2005 — 2009
Finance

Ellen Stockton-Arendt Ellen Stockton-Arendt Greater New York City Area Details
Ellen Stockton-Arendt's Newport Capital Group Experience April 2014 - Present
Job Retirement Plan Associate at Newport Capital Group
Industry Financial Services
Experience
Newport Capital Group   April 2014 - Present
ING  November 1997 - October 2013
Meeker Sharkey Associates  October 1990 - November 1997

Skills
Process Improvement, Project Management, Risk Management, Mutual Funds, Financial Services, Customer Service, 401k, Business Analysis, Account Management, Employee Benefits, Relationship Management

Education
Middlesex County College   1990 — 1993
Paralegal Science, Legal Assistant/Paralegal

Berkeley College of Business   1989 — 1990

Thomas Applegate, CFA Thomas Applegate, CFA Greater New York City Area Details
Thomas Applegate, CFA's Newport Capital Group Experience February 2015 - Present
Job Investment Consultant and MultiAsset Client Portfolio Manager
Industry Investment Management
Experience
Newport Capital Group   February 2015 - Present
Independent Consultant  June 2013 - February 2015
ING Investment Management  November 2007 - June 2013
Merrill Lynch Retirement Group  July 2005 - November 2007
Merrill Lynch Retirement Group  March 2003 - July 2005
Merrill Lynch Retirement Group  January 2001 - March 2003
Merrill Lynch Retirement Group  June 1996 - January 2001

Skills
Investments, Asset Allocation, Pensions, 401k, Defined Benefit, Investment Strategies, Asset Managment, Retirement Plan..., Product Management, Product Development, Series 7, Series 63, Series 24, Asset Management, Alternative Investments, Structured Products, Portfolio Management, Derivatives, Mutual Funds, Capital Markets, Fixed Income, Investment Management, Relationship Management, Retirement, Equities

Education
Muhlenberg College   1980 — 1984
BA, Business, Accounting

Jason Elhomsi Jason Elhomsi Greater New York City Area Details
Jason Elhomsi's Newport Capital Group Experience March 2012 - August 2014
Job CoFounder 3BD LLC
Industry Think Tanks
Experience
3BD LLC (Guidant Systems)   January 2013 - Present
Newport Capital Group   March 2012 - August 2014
Morgan Stanley Wealth Management  July 2011 - July 2012
Nova Fantasy Sports.com   October 2010 - December 2010

Skills
Marketing, Facebook, CRM, Advertising, Entrepreneurship, Business Strategy, Research, Market Planning, Marketing Strategy, Social Media Marketing, Marketing Research, Accounting, Microsoft Office, Salesforce.com, Team Leadership, Sales, Management, Social Media, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Online Marketing

Education
Rowan University   2007 — 2011
Bachelor of Science, Marketing

Rowan University   2007 — 2011
Bachelor of Science (B.S.), Marketing

Monmouth Regional

William Lento William Lento Greater Philadelphia Area Details
William Lento's Newport Capital Group Experience February 2011 - April 2012
Job Vice PresidentBenefits at Newport Capital Group
Industry Financial Services
Experience
Newport Capital Group   February 2011 - April 2012
Diversified Investment Advisors  January 1988 - October 2010
Diversified Investment Advisors  January 1988 - October 2010
Mutual of New York  January 1988 - January 1993
Clarke and Associates   January 1987 - December 1987
CPI Pension Services/ADP Pension Services   January 1981 - December 1986
CPI Pension Services, Inc   January 1981 - December 1986
CPI Pension Services/ADP Pension Services   January 1981 - December 1986
ADP Pension Services   January 1981 - January 1986
Connecticut Mutual Life Insurance Company  March 1978 - January 1981

Skills
401k, Retirement, Retirement Planning, Defined Benefit, Mutual Funds, Series 63, Investments, Pensions, Series 6, Asset Allocation, Wealth Management, ERISA, Retirement Plan..., Defined Contribution, Financial Services, Investment Advisory, Employee Benefits, Asset Management, Relationship Management, Fixed Annuities, Financial Advisory

Education
Rider University
Bachelor of Arts, Psychology

Riverside Group

University of Pennsylvania

Claudia Murphy Claudia Murphy Orange County, California Area Details
Claudia Murphy's Newport Capital Group Experience 2004 - 2008
Job Independent Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Newport Capital Group   2004 - 2008
Innoventry, Inc.   2000 - 2001
Construmac, SA   1993 - 1998
Procter & Gamble  May 1991 - January 1992

Education
Tecnológico de Monterrey   1992 — 1996
Marketing, Marketing

Maddox Academy   1975 — 1989

Allison Higgins Allison Higgins Greater New York City Area Details
Allison Higgins's Newport Capital Group Experience April 2011 - April 2014
Job Staffing Manager at Robert Half
Industry Financial Services
Experience
Robert Half  September 2014 - Present
Newport Capital Group   April 2011 - April 2014
Bank of America Merrill Lynch  July 2008 - May 2010

Education
Northeastern University   2004 — 2008
BS, Economics

The American University of Paris   2006 — 2006

International Culinary Center   2010 — 2010
Degree in Culinary Arts

Samantha McArthur, AIF® Samantha McArthur, AIF® Greater New York City Area Details
Samantha McArthur, AIF®'s Newport Capital Group Experience April 2011 - March 2014
Job Defined Contribution Product Officer at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  March 2014 - Present
Newport Capital Group   April 2011 - March 2014
Sandy Hook National Recreation Area   May 2009 - September 2010

Skills
401k, Retirement, Employee Benefits, Investments, Mutual Funds, Retirement Planning

Education
Penn State University   2006 — 2010
BS, Economics

Hua-Jen Hwan Hua-Jen Hwan Parlin, New Jersey Details
Hua-Jen Hwan's Newport Capital Group Experience September 2013 - Present
Job Retirement Plan Consultant
Industry Internet
Experience
Newport Capital Group   September 2013 - Present
eBookFling - Swap Kindle & Nook ebooks   January 2012 - October 2013
The John Abela Institute for Research on Youth Depression   May 2012 - May 2013
BookSwim   October 2011 - May 2013
Group 1 Automotive  September 2008 - September 2009
DCH Academy Honda  July 2006 - September 2008

Education
Rutgers, The State University of New Jersey-New Brunswick   2011 — 2013
Bachelor of Arts (B.A.), Psychology/Philosophy, GPA 3.897

Brookdale Community College   2010 — 2011
Associate of Arts (A.A.), Social Science (Psychology), GPA 3.93

The Johns Hopkins University   2001 — 2002
Neuroscience