Northeast Retirement Services

Description

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.

Northeast Retirement Services Salaries. You can even request information on how much does Northeast Retirement Services pay if you want to. Learn about salaries, pros and cons of working for Northeast Retirement Services 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!

26 Northeast Retirement Services employees in database. Find out everything there's to know about Northeast Retirement Services 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.

Northeast Retirement Services Employees

Employee
Years
Job
Industry
Sean McSweeney Sean McSweeney Greater Boston Area Details
Sean McSweeney's Northeast Retirement Services Experience September 2013 - Present
Job Fund Accountant at Northeast Retirement Services
Industry Financial Services
Experience
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

Matthew Yee Matthew Yee Greater Boston Area Details
Matthew Yee's Northeast Retirement Services Experience May 2015 - Present
Job Northeast Retirement Services
Industry Financial Services
Experience
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

Carol Molitor Carol Molitor Greater Boston Area Details
Carol Molitor's Northeast Retirement Services Experience 2000 - 2010
Job Financial Advisor
Industry Financial Services
Experience
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

Frank Lallos Frank Lallos Greater Boston Area Details
Frank Lallos's Northeast Retirement Services Experience 2011 - Present
Job Vice President at Global Trust Company
Industry Financial Services
Experience
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

Kaitlyn Doherty Kaitlyn Doherty Greater Boston Area Details
Kaitlyn Doherty's Northeast Retirement Services Experience June 2015 - August 2015
Job Student at Clemson University
Industry
Experience
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

Jason Hui Jason Hui Greater Boston Area Details
Jason Hui's Northeast Retirement Services Experience November 2014 - Present
Job Fund Administrator at NRS
Industry Financial Services
Experience
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

Prithwish Mukherjee Prithwish Mukherjee Greater Boston Area Details
Prithwish Mukherjee's Northeast Retirement Services Experience September 2002 - February 2005
Job Sr. Solutions Manager at Vitech Systems Group
Industry Insurance
Experience
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

Jason Munroe Jason Munroe Greater Boston Area Details
Jason Munroe's Northeast Retirement Services Experience January 1998 - January 2001
Job Senior Benefits Specialist at Philips
Industry Defense & Space
Experience
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

Paul Schaetzl Paul Schaetzl Greater Boston Area Details
Paul Schaetzl's Northeast Retirement Services Experience February 2005 - Present
Job Vice President at Northeast Retirement Services
Industry Financial Services
Experience
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

Jerry Brunt Jerry Brunt Greater Boston Area Details
Jerry Brunt's Northeast Retirement Services Experience 1998 - 2000
Job Senior Customer Portfolio Representative Customer Portfolio Management at CA Technologies
Industry Computer Software
Experience
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

Carol Miller Carol Miller Greater Boston Area Details
Carol Miller's Northeast Retirement Services Experience 2010 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Dana Hunzelman Dana Hunzelman Greater Boston Area Details
Dana Hunzelman's Northeast Retirement Services Experience January 2000 - December 2004
Job Real Estate Consultant at Century 21 North Shore
Industry Real Estate
Experience
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

Maria DiMare Maria DiMare Greater Boston Area Details
Maria DiMare's Northeast Retirement Services Experience 2011 - Present
Job Senior Trust Accountant at Northeast Retirement Services
Industry Financial Services
Experience
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

Pat Leland Pat Leland Greater Boston Area Details
Pat Leland's Northeast Retirement Services Experience Senior AssociateState streetJuly 2007 - August 2013
Job Senior Associate at NRS
Industry Banking
Experience
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

Rick Petroccione Rick Petroccione Greater Boston Area Details
Rick Petroccione's Northeast Retirement Services Experience May 1998 - June 2000
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
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

Theresa Barile Theresa Barile Greater Boston Area Details
Theresa Barile's Northeast Retirement Services Experience September 1989 - September 1998
Job FinancialProfessional
Industry Financial Services
Experience
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

Christopher Rouille Christopher Rouille Greater Boston Area Details
Christopher Rouille's Northeast Retirement Services Experience June 2013 - Present
Job Team Leader at Northeast Retirement Services
Industry Financial Services
Experience
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

Andrea Brasileiro Andrea Brasileiro Greater Boston Area Details
Andrea Brasileiro's Northeast Retirement Services Experience February 2015 - Present
Job Northeast Retirement Services Compliance and Operations
Industry Financial Services
Experience
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

Colleen Barrasso Colleen Barrasso Greater Boston Area Details
Colleen Barrasso's Northeast Retirement Services Experience August 2006 - Present
Job Retirement Plan Administrator at Northeast Retirement Services, Inc.
Industry Financial Services
Experience
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

Taron Kondakindi Taron Kondakindi Woburn, Massachusetts Details
Taron Kondakindi's Northeast Retirement Services Experience June 2013 - Present
Job Software Engineer at Northeast Retirement Services
Industry Financial Services
Experience
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

Bruce McCarron Bruce McCarron Greater Boston Area Details
Bruce McCarron's Northeast Retirement Services Experience May 2014 - Present
Job Assistant Vice President at Northeast Retirement Services
Industry Computer Software
Experience
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

Maureen Banks-Johnson Maureen Banks-Johnson Greater Boston Area Details
Maureen Banks-Johnson's Northeast Retirement Services Experience June 1998 - Present
Job Retirement Plan Consultant at Northeast Retirement Services
Industry Financial Services
Experience
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

Joseph Iannino Joseph Iannino Greater Boston Area Details
Joseph Iannino's Northeast Retirement Services Experience November 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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