Northeast Planning Associates

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Northeast Planning Associates Employees

Employee
Years
Job
Industry
Katie Hammes Katie Hammes Greater Boston Area Details
Katie Hammes's Northeast Planning Associates Experience December 2013 - May 2015
Job Marketing Coordinator/Theater Program Director at the Boys & Girls Club of Fitchburg and Leominster
Industry Higher Education
Experience
Boys & Girls Club of Fitchburg and Leominster   May 2015 - Present
Northeast Planning Associates   December 2013 - May 2015
Emerson College  August 2013 - November 2013
Grove City College  May 2011 - May 2013
Amato Center for the Performing Arts   May 2012 - August 2012
Boys and Girls Club of Souhegan Valley  November 2007 - August 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Team Leadership, Photography, Social Media..., Stage Management, Live Sound, Live Events, Stage Lighting, Theatre, Marketing, Facebook

Education
Grove City College   2009 — 2013
Bachelor of Science (BS), Marketing Management

Milford High School   2005 — 2009

Dominic Lucente, CFP® Dominic Lucente, CFP® Manchester, New Hampshire Details
Dominic Lucente, CFP®'s Northeast Planning Associates Experience August 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Northeast Planning Associates, Inc
Industry Financial Services
Experience
LPL Financial  August 2007 - Present
Northeast Planning Associates   August 2005 - Present

Education
Maranatha Baptist Bible College

Jeff Locke, CFP® Jeff Locke, CFP® Greater Boston Area Details
Jeff Locke, CFP®'s Northeast Planning Associates Experience January 2010 - Present
Job Registered Principal LPL Financial
Industry Financial Services
Experience
LPL Financial  January 2010 - Present
Northeast Planning Associates   January 2010 - Present
TD Banknorth  2000 - 2009
Bancnorth Investment Group  2000 - 2009
Northeast Planning Associates   June 1998 - 2000
Liberty Securities Corporation/ IFMG   1995 - 1997

Skills
Insurance, Banking, Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Asset Allocation, Certified Financial..., Fixed Annuities, Investment Management, Life Insurance, Securities Regulation, Risk Management, Practice Management, Real Estate, Recruiting, Brokerage, Series 6, Investment Strategies, Strategic Financial..., Alternative Investments, Series 24, Business Development, Asset Management, IRAs, Portfolio Management, Broker-Dealer, Investment Advisory, 401k, Series 65, FINRA, Securities, Series 63, Financial Services, Wealth, Series 7, Financial Advisory, Compliance, Financial Planning, Best Practices, Sales Compensation, CFP, Sales Management, Sales Rep Training, Employee Referral..., LPL Registered Principal, LPL Registered...

Education
Ivey Business School at Western University   2007 — 2008
Leadership Academy

College for Financial Planning   1988 — 1990
CFP, Financial Planning

Western Connecticut State University   1974 — 1978
BA

Lisa Dunn Lisa Dunn New York, New York Details
Lisa Dunn's Northeast Planning Associates Experience May 2009 - December 2009
Job Hybrid Trading at ICAP
Industry Financial Services
Experience
ICAP  October 2010 - Present
ICAP  October 2010 - February 2014
Northeast Planning Associates   May 2009 - December 2009
UBS  February 2009 - May 2009
Fidelity Investments  July 2007 - August 2007

Skills
Electronic Trading, Emerging Markets, Interest Rate Swaps, Credit Derivatives, CDS, Trading, Trading Systems, Series 7, Bloomberg, Fixed Income, Bloomberg Terminal, Business Development, Product Development, Capital Markets, Series 63, Series 3, Foreign Exchange, Swaps, Credit

Education
Bentley University   2005 — 2009
Bachelor of Science (BS), Accounting and Finance

Universitat Pompeu Fabra   2008 — 2008
Finance, General

Rahway High School   2001 — 2005

Jay Lawrence, CFP® Jay Lawrence, CFP® Greater Boston Area Details
Jay Lawrence, CFP®'s Northeast Planning Associates Experience November 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   November 2013 - Present
80/20 Music, LLC   December 2012 - Present
Fidelity Investments  June 2008 - September 2013
Fidelity Investments  June 2008 - December 2011

Skills
Uniform Combined State..., Investment Strategies, Financial Goals, Asset Allocation, Investments, Certified Financial..., Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investment Advisory, Series 65, Defined Benefit, 401k, Pensions, Financial Planners

Education
University of New Hampshire   2003 — 2007
Economics, Music Studies

Thomas Michalik Thomas Michalik Greater Boston Area Details
Thomas Michalik's Northeast Planning Associates Experience January 2012 - May 2012
Job Associate Position Management, Derivative Operations at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company  January 2014 - Present
State Street  June 2013 - January 2014
State Street  July 2012 - June 2013
Northeast Planning Associates   January 2012 - May 2012

Education
Saint Anselm College   2008 — 2012
BA, Business

Andrew Nigrelli Andrew Nigrelli Waltham, Massachusetts Details
Andrew Nigrelli's Northeast Planning Associates Experience February 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Pegaesus Advisors   May 2011 - Present
Northeast Planning Associates   February 2008 - Present
Ameriprise Financial Services, Inc.   November 2002 - January 2008

Skills
Finance, Financial Services, Management

Education
St. Lawrence University   1998 — 2002
Bachelor of Arts (B.A.), Sociology

The Green Mountain Valley School   1994 — 1998

Todd M Howland Todd M Howland Salinas, California Area Details
Todd M Howland's Northeast Planning Associates Experience May 2002 - August 2006
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2014 - Present
Savvy Wealth Management   February 2008 - October 2014
Carmel Valley Athletic Club  2006 - 2008
Merrill Lynch  August 2006 - December 2007
Sensei Todd's Thai Kick Boxing   October 2006 - June 2007
Tokyo Joe's Martial Arts   October 2002 - September 2006
Northeast Planning Associates   May 2002 - August 2006
Wareforce  August 1998 - April 2002
MicroAge  September 1994 - August 1998
Applied Intelligence Group  April 1992 - May 1993

Skills
Martial Arts, Kickboxing, Sports, Protection, Karate, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Estate Planning, Alternative Investments, Investments, Asset Management, Portfolio Management, Insurance

Education
American College   2007 — 2008
Finance & Investing

Monterey Peninsula College   1993 — 1994
Associates, Liberal Studies

University of Northern Virginia   1990 — 1991
Liberal Arts

Bethany Furtado Bethany Furtado Fairhaven, Massachusetts Details
Bethany Furtado's Northeast Planning Associates Experience January 2010 - Present
Job Paraplanner at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   January 2010 - Present

Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Asset Allocation, Investment Strategies, Insurance, Financial Services, Estate Planning

Education
University of Massachusetts Dartmouth   2006 — 2010
Bachelor of Science (BS), Accounting and Finance

Cheryl Smith-Igiehon Cheryl Smith-Igiehon Milford, New Hampshire Details
Cheryl Smith-Igiehon's Northeast Planning Associates Experience December 2010 - November 2011
Job Office Assistant at Rapid Manufacturing Group
Industry Real Estate
Experience
Rapid Manufacturing Group   March 2015 - Present
Steel Elements International, LLC   August 2012 - September 2013
Northeast Planning Associates   December 2010 - November 2011
Hy-Ten Plastics, Inc.   April 2009 - October 2010
Liberty Mutual Insurance  April 2003 - July 2008
Adecco Group  November 2001 - April 2003
Staffing Sense, LLC.   July 2000 - October 2001
Lindt & Sprungli  June 1997 - October 1999
City of Somersworth   April 1989 - March 1997

Skills
Accounts Payable, ADP Payroll, Brochures, Customer Service, Data Entry, Document Management, Editing, Inventory Management, Invoicing, Meeting Scheduling, Microsoft Office, Microsoft Publisher, Minutes of Meeting, Networking, Newsletters, Office Administration, Organization, Outlook, PowerPoint, Proofreading, Purchasing, Purchase Orders, QuickBooks, Receptionist Duties, Research, Secretarial Skills, Social Media, Switchboard Operator, Expense Reports, Travel Arrangements, Human Resources, Office Management, Expenses, Payroll, Calendaring

Education
Franklin Pierce College   1992 — 1996
Associate's degree, Marketing, 3.76

Milford Area Senior High School

Brandon Noel Brandon Noel Bedford, New Hampshire Details
Brandon Noel's Northeast Planning Associates Experience January 2008 - January 2012
Job Producer / Level Designer at Lightless Production Team
Industry Computer Games
Experience
New Hampshire Liquor Store   August 2015 - Present
Becker College  September 2011 - April 2015
Lightless Production Team   September 2014 - January 2015
Northeast Planning Associates   January 2008 - January 2012

Skills
Video Games, Level Design, Research, Editing, Event Planning, Microsoft Office, Databases, Microsoft Word, PowerPoint, Unreal Development Kit, Unreal Engine 4, Photoshop, Crazybump - Texturing..., 3D Studio Max, Autodesk Maya

Education
Becker College   2011 — 2015
Bachelor's degree in Game development and Programing, Game Development and Programming

Nathan Mayo Nathan Mayo Greater Boston Area Details
Nathan Mayo's Northeast Planning Associates Experience June 2005 - January 2010
Job Help ProjectBase Professional Services Firms Manage the Entire Project Life Cycle with Deltek's Solutions
Industry Computer Software
Experience
Deltek  June 2014 - Present
Target  May 2013 - May 2014
Sports Authority  May 2012 - December 2012
TD  July 2010 - July 2012
Northeast Planning Associates   June 2005 - January 2010

Skills
Finance, Banking, Management, Investments, Retirement Planning, Series 63, Microsoft Excel, ERP, Professional Services, Time Management, Sales, Accounting, Leadership, Salesforce.com, Customer Service, CRM, SaaS, Enterprise Software, PowerPoint, Microsoft Office

Education
University of New Hampshire   2006 — 2010
Bachelor of Business Administration (BBA), Finance, General, 3.0

Julie Sevigny Julie Sevigny Peabody, Massachusetts Details
Julie Sevigny's Northeast Planning Associates Experience October 2006 - June 2011
Job Office Manager at Fulcrum FXT, Inc.
Industry Computer Hardware
Experience
Fulcrum FXT   March 2013 - Present
Sanmina-SCI  June 2011 - March 2013
Hooksett Hurricanes Pop Warner   April 2011 - December 2011
Northeast Planning Associates   October 2006 - June 2011
Concord Regional Visiting Nurses Assoc   January 2005 - October 2006
Talbots  July 2004 - September 2005

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, ADP Payroll, Junxure, Profiles, Trovix, Multi-line Phone, Outlook, Multi Tasking, Organization &..., Customer Service, type 60 WPM, Constant Contact, Mail Merge, Team Leadership, Mindjet Mapping, Coaching, PowerPoint, Fax, Employee Relations, Time Management, Training, Management, Spreadsheets

Education
CurrentSouthern New Hampshire University   2012 — 2015
Bachelor's Degree, Business/Marketing, 3.7 GPA

University of Phoenix   2006 — 2008
Associates, Accounting, 3.67, GPA

New Hampshire Technical Institute   2004 — 2005
Radiology TechnologistGeneral Studies

Pembroke Academy   2000 — 2004
High School Diploma

Brooke Heroux Brooke Heroux Merrimack, New Hampshire Details
Brooke Heroux's Northeast Planning Associates Experience March 2015 - Present
Job Financial Associate at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   March 2015 - Present
Applied Capital Management   August 2013 - March 2015
Fidelity Investments  October 2006 - August 2013
CVS Caremark Corporation  July 2004 - October 2006
Citizens Bank  July 2002 - July 2004

Skills
Financial Services, Communication, Data Analysis, Internal Audit, US GAAP, Management, Strategic Financial..., Sales, Series 7, Series 66, Retirement Planning, Financial Reporting, Retail Banking, Account Reconciliation, Strategic Planning, Call Centers, Customer Service, Financial Planning, Mutual Funds, Finance, Investments, Microsoft Office, CRM, Microsoft Excel

Education
Southern New Hampshire University   2008 — 2013
Bachelor of Science (BS), Accounting and Finance, 3.68 out of 4 GPA

Hesser College   2005 — 2007
Associate's degree, Accounting

TresaAnn Rodriguez TresaAnn Rodriguez Charlotte, North Carolina Area Details
TresaAnn Rodriguez's Northeast Planning Associates Experience November 2011 - March 2012
Job HR Generalist at SERMO
Industry Human Resources
Experience
SERMO  June 2014 - Present
US Army  September 2012 - Present
SIA Insurance   July 2012 - December 2012
Northeast Planning Associates   November 2011 - March 2012
EPE Corporation  July 2010 - October 2011
Habitat for Humanity  2011 - 2011
Nashua Children's Home  May 2010 - December 2010
HeartScreen America   March 2007 - October 2009
Coed Sportswear  2006 - 2007

Skills
Human Resources, Benefits Administration, Payroll, Employee Relations, Management, Customer Service, Time Management, Inventory Management, Data Entry, Microsoft Office, Microsoft Excel, New Hire Orientations, Employee Training, QuickBooks, ADP Payroll, Conflict Resolution, Customer Service..., FMLA, Training, Paychex

Education
Rivier College   2011 — 2014
Human Development

National Registry of Emergency Medical Technicians   2013 — 2013
NREMT Certificate, EMT

Nashua Community College   2010 — 2011
A.S., Human Services, 3.26

Nashua Community College   2010 — 2011
Certification, Human Services

North Rose Wolcott High School   2000 — 2004
NY State Regents HS Diploma, General Studies

Laura Castelot, MS Laura Castelot, MS Manchester, New Hampshire Details
Laura Castelot, MS's Northeast Planning Associates Experience 2010 - 2011
Job Search Engine Marketing Specialist at Dyn
Industry Computer & Network Security
Experience
Dyn  June 2015 - Present
Dyn  April 2015 - Present
Dyn  April 2014 - Present
Southern New Hampshire University  June 2011 - April 2014
D'Agostino Insurance   September 2009 - May 2011
Northeast Planning Associates   2010 - 2011
Stonehill College  August 2008 - December 2010
Boston Children's Hospital  2009 - 2009

Skills
Marketing, PowerPoint, Advertising, Microsoft Excel, Microsoft Word, Management, Sales, Marketing Research, Illustrator, Social Media, Spanish, Administrative..., Microsoft Office, Event Planning, Social Networking, Research, Public Speaking, Customer Service, Lead Generation, Salesforce.com, Leadership

Education
Southern New Hampshire University   2011 — 2012
Master's degree, International Business

Stonehill College   2007 — 2011
Bachelors, Marketing, International Studies

John Cabot University   2009 — 2009

Marilyn Endicott Marilyn Endicott Laconia, New Hampshire Details
Marilyn Endicott's Northeast Planning Associates Experience September 2010 - 2014
Job Executive Assistant
Industry Legal Services
Experience
Lawson Persson Weldon-Francke, PC   September 2015 - Present
Northeast Planning Associates   September 2010 - 2014
Endicott Sports Apparel   April 2006 - August 2010
Mail Computer Service, Inc. (MCS)   January 1998 - April 2006

Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Outlook, Research, Administrative..., Teamwork, Time Management

Education
University of Massachusetts, Amherst   1973 — 1975
Human Development and Family Studies, General, 3.2

University of Massachusetts, Amherst

Braintree High School

Tom Burbank Tom Burbank Greater Boston Area Details
Tom Burbank's Northeast Planning Associates Experience March 2010 - Present
Job Financial Planner at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   March 2010 - Present
TD Wealth Management  2008 - 2010
VALIC  2001 - 2008

Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Retirement, Investment Advisory, Financial Planners, Investment Strategies, Wealth, 401k Rollovers, IRAs, Strategic Financial..., Mutual Funds, Estate Planning, Series 7, Fixed Annuities, Asset Allocation, 401k

Education
College for Financial Planning   2008 — 2009
CRPC, Financial Planning and Services

Plymouth State College   1975 — 1979
Bachelor of Arts, English Language and Literature/Letters

Megan Kettmann Megan Kettmann Greater Boston Area Details
Megan Kettmann's Northeast Planning Associates Experience February 2010 - June 2014
Job Business Development Rep at HealthcareSource
Industry International Affairs
Experience
HealthcareSource  June 2014 - Present
Northeast Planning Associates   February 2010 - June 2014
Aclipse  June 2009 - November 2009
Beetham Eye Clinic   July 2008 - August 2008

Skills
Social Media, Recruiting, Social Media Marketing, Social Networking, Fundraising, Email Marketing, Event Planning, Leadership, Editing, Business Development, Microsoft Office, Public Relations, Media Relations, Research, New Business Development, Management, PowerPoint, Facebook

Education
Dickinson College   2005 — 2009
BA, East Asian Studies

Peking University   2007 — 2008
Chinese Language and Literature

Rachel Surette Rachel Surette Greater Boston Area Details
Rachel Surette's Northeast Planning Associates Experience June 2006 - December 2006
Job Senior Performance Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  August 2013 - Present
Fidelity Investments  January 2012 - July 2013
Fidelity Investments  June 2008 - January 2012
Victoria's Secret  May 2007 - June 2008
Sovereign Bank  September 2006 - June 2007
Northeast Planning Associates   June 2006 - December 2006

Skills
Process Improvement, Account Reconciliation, Accounting, Accounts Receivable, Banking, Business Analysis, Customer Service, Data Analysis, Management, Mutual Funds, Payroll, Financial Analysis, Access

Education
Southern New Hampshire University   2013 — 2016
M.B.A. in IT, Business and Information Technology

Southern New Hampshire University   2009 — 2011
Bachelor's of Science in Business Administration, Management/Finance

New Hampshire Community Technical College   2007 — 2009
Associate's Degree in Business Management, Business Management/Accounting

George K. Slyman, Jr CFP®, ChFC George K. Slyman, Jr CFP®, ChFC Greater Boston Area Details
George K. Slyman, Jr CFP®, ChFC's Northeast Planning Associates Experience January 1984 - Present
Job Certified Financial Planner at OnCourseRetirement.com
Industry Investment Management
Experience
Richard McDonough Scholarship Foundation   2015 - Present
Northeast Planning Associates   January 1984 - Present

Skills
Financial Planning, Investments, Securities, Financial Advisory, Wealth, Finance, Financial Services, Retirement Planning, Wealth Management, Mutual Funds

Education
Saint Anselm College   1979 — 1983
Bachelor of Science

Certified Financial Planner Board of Standards, Inc.   1996 — 1997
Certified Financial Planning™ Practitioner

Corey A Scrupps, RFC®, AIF® Corey A Scrupps, RFC®, AIF® Greater Boston Area Details
Corey A Scrupps, RFC®, AIF®'s Northeast Planning Associates Experience July 2011 - Present
Job Financial Advisor at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   July 2011 - Present
AIG Royal Alliance  January 1998 - July 2011

Skills
Retirement Planning, Mutual Funds, Series 7, Wealth Management, Estate Planning, Series 63, Investments, Fixed Annuities, Asset Allocation, Retirement, Strategic Financial..., Investment Advisory, Series 65, Series 6, Variable Annuities, Long Term Care Insurance, Life & Health Insurance..., Wealth Accumulation, Wealth, Securities

Education
Bates College   1993 — 1997
BA, Sociology

University of Hawaii at Manoa   1996 — 1996
Semester Abroad International Studies

Meghan Prymak Meghan Prymak Chelmsford, Massachusetts Details
Meghan Prymak's Northeast Planning Associates Experience January 2013 - April 2013
Job Paralegal and Contract Administrator at Empirix
Industry Legal Services
Experience
Empirix  April 2013 - Present
Northeast Planning Associates   January 2013 - April 2013
Chelmsford Well and Pump   August 2012 - April 2013
Nashua Police Department  August 2006 - January 2010

Skills
QuickBooks, PowerPoint, Massachusetts Notary..., Microsoft Office, Microsoft PowerPoint, Microsoft Excel, LexisNexis, EchoSign, Dokmee, Outlook, Legal Research

Education
University of California Riverside Extension   2011 — 2012
Paralegal Certificate, Paralegal Studies

University of Massachusetts at Lowell   2003 — 2010
Bachelor of Science, Criminal Justice

Anthony Scola Anthony Scola Hanover, New Hampshire Details
Anthony Scola's Northeast Planning Associates Experience February 2002 - May 2010
Job Vice President at SBW Wealth Management; Keene/Walpole, NH
Industry Financial Services
Experience
SBW Wealth Management   September 2014 - Present
LPL Financial  July 2007 - September 2014
Northeast Planning Associates   February 2002 - May 2010
Merrill Lynch  2000 - 2001
Prudential Financial  September 1999 - October 2000

Skills
Wealth Management, Financial Planning, Retirement Planning, Income Planning, Estate Planning, Customer Service, Leadership, Strategic Planning, Management, Series 7, Insurance, Series 65, Series 6, Series 63, Investments, Securities, Retirement, Financial Services, Finance, Strategy, Portfolio Management, Asset Management

Education
Fairleigh Dickinson University
Mechanical Engineering

Xaverian Brothers High School

Bryan Harms Bryan Harms Greater Boston Area Details
Bryan Harms's Northeast Planning Associates Experience May 2012 - Present
Job Director of Marketing at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   May 2012 - Present
Viking Real Estate Group   November 2009 - Present
INVERNESS Real Estate Investments   February 2004 - November 2010
OMM, Inc.   June 2002 - February 2004
Independent Consultant  April 2001 - June 2002
Team MUCHO, Inc.   August 1999 - March 2001
TechProse  February 1994 - July 1999

Skills
Strategy, Marketing, Leadership, Real Estate, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Negotiation, Email Marketing, Investments, Business Development, Online Marketing, Social Networking, Advertising

Education
University of California, Berkeley   1988 — 1991
BA, English Literature

Acalanes High School

Sue Sprinkle Sue Sprinkle Greater Boston Area Details
Sue Sprinkle's Northeast Planning Associates Experience June 2015 - Present
Job Teacher at Amherst Middle School
Industry Education Management
Experience
Northeast Planning Associates   June 2015 - Present
Amherst Middle School  February 2015 - Present
Amherst Middle School  August 2003 - Present
Dyn  May 2012 - August 2012
Cellular Specialties, Inc.   May 2010 - August 2010
By Appointment Only, Inc. (BAO)   June 2007 - August 2007

Skills
Teaching, Tutoring, Elementary Education, Differentiated..., Classroom Management, Lesson Planning, Public Speaking, Language Arts, Social Studies, Community Outreach, Fundraising, Leadership Development, Training, Staff Development, Educational Leadership, Instructional Design, Curriculum Development, Curriculum Design

Education
University of New Hampshire   2008 — 2011
Master's degree, Teacher Leadership

Clemson University   1999 — 2003
Bachelor of Arts (B.A.), Elementary Education and Teaching

Colleen Hamilton Colleen Hamilton Greater Boston Area Details
Colleen Hamilton's Northeast Planning Associates Experience July 2004 - July 2012
Job Stay at Home Mom
Industry Human Resources
Experience
Home  July 2012 - Present
Northeast Planning Associates   July 2004 - July 2012

Skills
QuickBooks, Quicken, Microsoft Office, Employee Benefits, Microsoft Excel, Leadership

Education
Southern New Hampshire University   2003 — 2005
Bachelor's, Business Studies - Small Business Management

Andrew Doughty, CFP® Andrew Doughty, CFP® Bedford, New Hampshire Details
Andrew Doughty, CFP®'s Northeast Planning Associates Experience October 2013 - Present
Job Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   October 2013 - Present
Conrad Santiago & Associates   January 2010 - October 2013
Coastal Capital Group, LLC  June 2008 - January 2010
Coastal Captial Group, LLC   July 2007 - May 2008

Education
Gordon College   2004 — 2008
B.A., Finance

Thomas Caron Thomas Caron Greater Boston Area Details
Thomas Caron's Northeast Planning Associates Experience October 1985 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northeast Planning Associates   October 1985 - Present

Skills
401k Rollovers, Securities, Financial Planners, FINRA, Financial Services, Wealth Management, Retirement Planning, Series 7, Fixed Annuities, Retirement, IRAs, Mutual Funds, Investment Advisory, Investments, Series 63, Investment Strategies, Strategic Financial..., Estate Planning, Wealth Accumulation, Disability Insurance, Asset Allocation, 401k, Long-term Care

Education
University of New Hampshire   1980 — 1984

The Derryfield School   1978 — 1980

Beth Furtado Beth Furtado Greater Boston Area Details
Beth Furtado's Northeast Planning Associates Experience January 2010 - Present
Job Administative Assistant at Northeast Planning Associates, Inc.
Industry Financial Services
Experience
Northeast Planning Associates   January 2010 - Present
Hollywood Video  October 2008 - February 2010
Blockbuster  May 2004 - September 2008
Town of Dartmouth  May 2007 - October 2007

Education
University of Massachusetts Dartmouth   2006 — 2010

Michael Riddell Michael Riddell Bedford, New Hampshire Details
Michael Riddell's Northeast Planning Associates Experience June 2015 - Present
Job Financial Service Assistant at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates   June 2015 - Present
Ocean Spray Cranberries  October 2013 - June 2015
Stonyfield Farm  May 2010 - May 2013
Coca-Cola of Northern New England  December 2008 - September 2009
Coca-Cola of Northern New England  June 2005 - December 2008

Education
Bentley University   2006 — 2010
Bachelor's degree, Corporate Finance and Accounting

Janet Woodard Janet Woodard Nashua, New Hampshire Details
Janet Woodard's Northeast Planning Associates Experience October 2012 - Present
Job Administrative
Industry Executive Office
Experience
Northeast Planning Associates   October 2012 - Present
Allscripts  2008 - 2011
Allscripts  2005 - 2008
Riverstone Resouces   2004 - 2005
Citizens Bank  2004 - 2004
Foundation Medical Partners  2003 - 2004
Nashua Eye Associates  1999 - 2003
Compaq Computer/Digital Equipment Corporation   1980 - 1998

Skills
Administration, Customer Service, Office Management, Budget Analyst, Business Controls

Education
Franklin Pierce College   1981 — 1985
Bachelor of Science, Business Management

Hesser Business College   1974 — 1974
Stenography Certificate, Stenography/Business

Jacquelyn Zani Jacquelyn Zani Greater Boston Area Details
Jacquelyn Zani's Northeast Planning Associates Experience May 2013 - December 2013
Job Investment Solutions Representative at Fidelity Investments
Industry Marketing and Advertising
Experience
Fidelity Investments  February 2015 - Present
Fidelity Investments  January 2013 - Present
Northeast Planning Associates   May 2013 - December 2013
Market Basket  January 2009 - May 2013
University of Massachusetts  September 2012 - December 2012
Village Empowerment Project   February 2010 - June 2010

Skills
Editing, Research, Teaching, Microsoft Office, English

Education
University of Massachusetts Lowell   2008 — 2013
Bachelor's, English; Minor, Business Administration

Carole Fiorentino Carole Fiorentino Haddonfield, New Jersey Details
Carole Fiorentino's Northeast Planning Associates Experience August 2014 - Present
Job Director of Medical/Client Services at Northeast Planning Associates
Industry Hospital & Health Care
Experience
Northeast Planning Associates   August 2014 - Present
Renal Ventures Management  February 2008 - 2013

Skills
Healthcare, Healthcare Management, Hospitals, Nursing, Microsoft Excel, Leadership, Patient Safety, Physician Relations, Critical Care, EMR

Education
Rowan College at Gloucester County
Associate's Degree, Registered Nursing/Registered Nurse

Thomas Jefferson University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Meagan Willett Meagan Willett South Dartmouth, Massachusetts Details
Meagan Willett's Northeast Planning Associates Experience May 2015 - Present
Job Administrative Assistant at Northeast Planning Associates
Industry Higher Education
Experience
Northeast Planning Associates   May 2015 - Present
Southern Mass Credit Union   May 2010 - May 2015

Education
University of Massachusetts Dartmouth   2008 — 2013
Bachelor of Science (BS), Finance, General