Northeast Retirement Services
Address: 12 Gill St #2600, Woburn, MA 01801 Phone: (781) 938-6559 People also search for: Gill Street, Global Trust Company, 01801, Independence AvenueWebsite: : : : Hours: Place name: : : Category: : Website: http://www.nrstpa.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northeast Retirement Services Posting publicly on the Web Write a review Reviews 1 Google review
Northeast Retirement Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Northeast Retirement Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Northeast Retirement Services Employees
Northeast Retirement Services September 2013 - Present
United States Marine Corps January 2011 - Present
Accountemps August 2013 - September 2013
New York Life/NYLIFE Securities April 2012 - March 2013
L-3 Communications October 2008 - May 2009
L-3 Communications October 2007 - October 2008
Education
University of Massachusetts Lowell 2002 — 2007
Business Administration, Management
Northeast Retirement Services May 2015 - Present
J.P. Morgan November 2014 - May 2015
Citigroup April 2008 - November 2014
Bank of America May 2007 - July 2007
Skills
Fund Accounting, Hedge Funds, Financial Services, Bloomberg, Fund Administration, Alternative Investments, Mutual Funds, Equities, Corporate Actions, Account Reconciliation
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Heritage Pension Advisors 2013 - Present
Retirement Alliance, Inc. 2011 - 2012
Northeast Retirement Services 2000 - 2010
Scudder Kemper Retirement Services 1998 - 2000
Scudder Kemper Retirement Services 1997 - 1998
Scudder Kemper Retirement Services, Inc. 1995 - 1997
SunGard Brokerage Systems 1994 - 1995
Skills
ERISA, Series 63, Series 7, Mutual Funds, 401k, Retirement, Profit Sharing, Defined Benefit, Financial Services
Education
National Institute of Pension Administrators - NIPA
Bentley College
Northeast Retirement Services 2011 - Present
Global Trust Company 2011 - Present
Vantage Deluxe World Travel 2010 - 2011
Fidelity Investments - Institutional Products Group 2008 - 2009
Pyramis Global Advisors (a Fidelity Investments Company) 2007 - 2008
Invoke Solutions 2005 - 2007
Various 2003 - 2007
ByAllAccounts 2001 - 2004
Online Brokerage Solutions, Inc. 2000 - 2001
Gomez, Inc. 1999 - 1999
Skills
Strategy, Financial Services, Financial Analysis, Financial Reporting, Start-ups, Venture Capital, Strategic Financial..., Business Development, P&L Responsibility, Mergers, Corporate Development, Operations Management, Pricing, Financial Modeling, Investments, Corporate Finance, Finance, Strategic Planning, Global Client Management, Product Development, Entrepreneurship, Mergers & Acquisitions, Leadership, Business Strategy, Forecasting, Accounting, Executive Management, Analysis, Product Management, Management, Outsourcing, Budgets, Portfolio Management, Restructuring, Business Process, Equities, Securities, Hedge Funds, Financial Planning, Mutual Funds, Alternative Investments, P&L Management
Education
University of Rochester - Simon Business School 1991 — 1993
MBA
University of Rochester 1988 — 1992
BA
Northern Threads Apparel 2014 - Present
Northeast Retirement Services June 2015 - August 2015
Cohasset Golf Club 2011 - 2015
Skills
Microsoft Excel, Microsoft Office, Marketing, Public Speaking, PowerPoint, Microsoft Word, Social Media, Customer Service, Time Management
Education
Clemson University - College of Business and Behavioral Science 2012 — 2016
Business Administration, Management and Operations
Northeast Retirement Services November 2014 - Present
BNY Mellon December 2013 - November 2014
Northeast Retirement Services May 2012 - November 2013
Citigroup Hedge Fund Services November 2006 - January 2012
Global Wealth Investment Management - Bank of America March 2006 - November 2006
Investors Bank & Trust September 2004 - March 2006
Skills
Financial Services, Fixed Income, Fund Accounting, Hedge Funds, Investments, Mutual Funds, Securities
Education
Bentley University 2000 — 2004
Marketing, Sociology, Management
Vitech Systems Group May 2015 - Present
SunGard Financial Systems September 2014 - Present
SunGard Financial Systems September 2012 - September 2014
SunGard Financial Systems September 2007 - September 2012
SunGard Financial Systems April 2005 - August 2007
Northeast Retirement Services September 2002 - February 2005
Skills
Business Analysis, Requirements Analysis, Insurance, Requirements Gathering, Software Project..., Vendor Management, Business Management, Problem Solving, SQL, User Acceptance Testing, Testing, Insurance Domain, SDLC, Systems Analysis, Pre-sales, Business Intelligence, Management, Business Requirements, Program Management, Business Process..., IT Strategy, Agile Methodologies, Product Management
Education
Northeastern University 2000 — 2002
MBA, MIS
Osmania University 1996 — 1997
BA, Sociology
Institute of hotel management catering technology and applied nutrition 1991 — 1994
DCHMT, Hotel Management and Catering Technology
Sacred Heart Boys High School
Philips January 2015 - Present
Philips Electronics North America 2011 - December 2014
Raytheon Company January 2008 - August 2011
OneBeacon Insurance Company January 2005 - January 2008
Mellon January 2001 - January 2005
Northeast Retirement Services January 1998 - January 2001
KPMG Peat Marwick LLP January 1995 - January 1998
First Data Investor Services Group January 1994 - January 1995
Skills
Pensions, Retirement, ERISA, Defined Benefit, 401k, Profit Sharing, Employee Benefits, Deferred Compensation, Accounting, Retirement Planning, Financial Reporting, Budgeting, Investments, Plan Administration, ESOP, Executive Compensation, General Ledger, Cafeteria Plans, Auditing, Pension Administration, Budgets, Insurance, Finance, Benefits Administration, Human Resources, Payroll, Portfolio Management, Mutual Funds, Valuation, Management, Corporate Finance, Executive Pay, GAAP, Strategic Financial..., Financial Planning
Education
Suffolk University 1987 — 1993
Bachelor of Science, Business Administration; Finance
Northeast Retirement Services February 2005 - Present
Investors Bank & Trust 1998 - 2002
State Street January 1983 - December 1998
Skills
Operational Control, Bookkeeping, Investments, Asset Allocation, Banking, Financial Services, Securities, Funding
Education
Northeastern University 1981 — 1986
BS/BA, Accounting
CA Technologies July 2014 - Present
CA Technologies October 2007 - Present
Fidelity Investments April 2007 - October 2007
Fidelity Investments May 2000 - April 2007
Northeast Retirement Services 1998 - 2000
State Street 1997 - 1998
KPMG 1995 - 1997
Skills
Team Leadership, Account Management, Portfolio Management, Enterprise Software, Sales Presentations, Salesforce.com, Data Conversion, Contract Negotiation, Project Management, Financial Services, Sales
Education
Franklin Pierce University 1988 — 1992
BS, Accounting
Northeast Retirement Services 2010 - Present
PNC Global Investment Servicing 1993 - 2010
EDS 1992 - 1993
Blue Cross Blue Shield of Massachusetts 1982 - 1992
Skills
Project Management, SDLC, Requirements Gathering, Requirements Analysis, SQL, Business Analysis, Business Process, Leadership, Strategic Planning, COBOL, JCL, Software Documentation, Quality Assurance, Visio, Vendor Management, XML, Software Project..., VSAM, Software Development, Systems Analysis, User Acceptance Testing, Business Requirements, Testing, Integration, Databases, Financial Services, Microsoft Project, Business Intelligence, Scrum, IT Strategy, PMO, IT Management, Disaster Recovery, Project Portfolio..., PL/SQL, Risk Management, Process Improvement, Strategy, Program Management, Agile & Waterfall..., SSIS, SSRS, Visual Studio, Business Process..., Easytrieve, Healthcare, Cross-functional Team..., Cross-functional..., Information Technology, Technical Analysis
Education
William George
Advanced Project Management and Lean Six Sigma
New Horizons 2008 — 2011
Visual Studio, SQL Server, .Visual c#.NET, Web Design: XHTML, HTML and CSS, JavaScript
Northeastern University
Infomation Technology / Health Care
University of Massachusetts Boston
BA, Biology
Century 21 North Shore August 2011 - Present
Century 21 Cooper & Associates January 2004 - Present
Northeast Retirement Services January 2000 - December 2004
Zurich Scudder Investments January 1995 - December 2000
Scudder 1995 - 2000
Skills
Selling, Leadership, Contract Negotiation, First Time Home Buyers, Listening to customers, Market Research, Trusting Relationships, Condos, Buyer Representation, Short Sales, Foreclosures, Single Family Homes, New Home Sales, Sellers, Investment Properties, Referrals, Sales, Listings
Education
MIS Institute
Audit and Risk Management
University of Massachusetts Boston
BA, psychology
University of Massachusetts Boston
Bachelor of Arts, Psychology, Post graduate studies in Finance
Northeast Retirement Services 2011 - Present
Tufts University 2009 - 2010
BNY Mellon Asset Servicing 2005 - 2009
Putnam Investments 2003 - 2005
Putnam Investments 1998 - 2003
Skills
Microsoft Office, Accounting, Investments
Education
Tufts University
Bachelor of Science, Mathematics
Northeast Retirement Services Senior AssociateState streetJuly 2007 - August 2013
Investors Bank & Trust 1997 - June 2007
Skills
Financial Analysis, Bloomberg, Fixed Income
Education
University of Massachusetts Boston
BA, Mathematics
Fidelity Investments June 2000 - Present
Northeast Retirement Services May 1998 - June 2000
KPMG Peat Marwick LLP April 1994 - May 1998
George Beram & Company, Inc. February 1987 - April 1994
The Wyatt Compant July 1985 - February 1987
Education
Salem State University 1980 — 1985
BA, Business
The Savings Bank Life Insurance Company of MA February 2003 - December 2005
North Shore Bank, Peabody, MA January 2003 - October 2005
Medford Bank 1998 - 2003
Northeast Retirement Services September 1989 - September 1998
Education
Newbury College
Associate, Associate of Arts, Paralegal Studies
Northeast Retirement Services June 2013 - Present
Northeast Retirement Services October 2012 - Present
US Bank - Corporate Trust October 2011 - October 2012
US Bank July 2009 - October 2011
US Bank January 2007 - June 2009
State Street 2005 - 2007
Skills
Operations Management, Customer Relations, Customer Service, Process Improvement, Team Building, Problem Solving, Inventory Management, Banking, Financial Analysis, Financial Services, Leadership, Risk Management, Accounting, Finance
Education
Bryant College 1999 — 2003
Business Management
Northeast Retirement Services February 2015 - Present
J.P. Morgan January 2014 - January 2015
J.P. Morgan January 2013 - January 2014
J.P. Morgan June 2011 - January 2013
TD Bank February 2010 - June 2011
Mortgage Equity Partners January 2011 - April 2011
Skills
Financial Analysis, Bloomberg, Equities, Fixed Income, Derivatives, Securities, Mutual Funds
Education
Suffolk University - Sawyer Business School 2007 — 2011
BS, Finance
Northeast Retirement Services August 2006 - Present
Skills
401k, Accounting, Financial Services, Mutual Funds, Payroll
Education
University of Massachusetts at Lowell
Graduate Certificate, Foundations of Business
Merrimack College
Bachelor of Science (BS), Business Administration
Northeast Retirement Services June 2013 - Present
Boston Public Schools May 2012 - May 2013
SN Marketing LLC May 2011 - September 2011
SN Marketing LTD May 2011 - September 2011
Suffolk University October 2010 - May 2011
Skills
Java, Erlang, Python, C++, Linux, .NET, C#, MySQL, Databases, Programming, Computer Science, SQL, C, Subversion, Microsoft SQL Server, XML, Matlab, HTML, Perl, Software Engineering, PHP, Operating Systems, OpenGL, Distributed Systems, Git, Software Development, Eclipse, UML, JavaScript
Education
Suffolk University 2010 — 2012
Master's degree, Computer Science, 3.6
Suffolk University 2010 — 2012
Master of Science, Computer Science
CVR College of Engineering 2006 — 2010
Bachelor's Degree, Computer Science
Northeast Retirement Services May 2014 - Present
Northeast Retirement Services May 2011 - Present
CGI December 1997 - March 2011
Digital Equipment Corporation 1984 - 1997
Skills
Unix
Education
Bentley College 1995 — 1999
Master's degree, Computer Information Systems
Northeastern University 1979 — 1984
BS, Computer Science
Northeast Retirement Services June 1998 - Present
KPMG September 1988 - August 1997
Skills
Qualified Retirement..., Form 5500 preparation, Compliance Testing, 401k
Education
Fisher College 1981 — 1983
Associates, Business Management
Northeast Retirement Services November 2012 - Present
Citi HedgeFund Services 2007 - 2012
State Street Bank October 2006 - July 2007
State Street January 2000 - September 2006
Skills
Accounting, Risk Management, Portfolio Management, Investments, Equities, Hedge Funds, Securities, Asset Management, Alternative Investments
Education
Northeastern University
Bachelor of Science, Economics