Northstar Wealth Partners
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17 Northstar Wealth Partners employees in database. Find out everything there's to know about Northstar Wealth Partners 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.
Northstar Wealth Partners Employees
The River Suite Wealth Partners May 2015 - Present
Northstar Wealth Partners September 2005 - May 2015
Citizens Investment Services August 2001 - September 2005
Aetna March 1997 - July 2001
American Express Financial Advisors February 1995 - March 1997
Skills
Retirement Planning, Estate Planning, Pensions, Series 7, Investment Management, Risk Management, Vendor Management, Investment Policy, Qualified Retirement..., Participant Advice &..., Fiduciary Partner, Fiduciary Education, 3(21) Co-fiduciary..., 3(38) Fiduciary, Investment Benchmarking, Investment Line-up..., Investment Policy..., Fee Benchmarking, Participant Education, ERISA 404(c) Assistance, ERISA 408(b)(2)..., ERISA 404(a)(5)..., Retirement, 401k, Investments, Financial Advisory, Financial Planning, Financial Services, Securities, Mutual Funds, Finance, Portfolio Management, Wealth Management, Series 63
Education
American College
Financial Planning
Center for Fiduciary Studies
Accredited Investment Fiduciary (AIF) designation, Fiduciary Excellence
College for Financial Planning
Chartered Retirement Plans Specialist (CRPS)
Manchester Community College
Certificate in Financial Planning
Northstar Wealth Partners August 2013 - Present
Essex Financial Services November 1987 - August 2013
Skills
Certified Financial..., Accredited Investment..., Wealth Management, Retirement Planning, Investment Advisory..., Wealth Management..., Qualified Retirement..., series 24, Retirement, Series 7, 401k, Financial Services, Investment Advisory, Investment Management, Retirement Plan..., Financial Planning
Education
Southern Connecticut State University 1974 — 1978
Bachelor of Education (BEd), Education
West Haven High School 1970 — 1974
Futurity First Insurance Group April 2014 - Present
DressanderBHC April 2014 - June 2015
Northstar Wealth Partners November 2011 - April 2014
SS&C GlobeOp March 2009 - July 2011
Liberty Bank December 2002 - February 2009
Proprietary Day Trader March 2001 - December 2002
TD Waterhouse March 1998 - March 2001
Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing
Education
University of Hartford 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8
Central Connecticut State University 2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25
Northstar Wealth Partners January 2010 - Present
Morgan Stanley July 2001 - January 2010
Skills
Retirement Planning, Estate Planning, Wealth Management, Personal Financial..., Investment Management, Investment Advisory, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security, Medicare, Alternative Investments
Education
University of Delaware 1997 — 2001
BA, Economics
Cheshire High School
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
Northstar Wealth Partners November 2013 - January 2014
Carroll School of Management Marketing Department September 2012 - May 2013
Essex Financial Services December 2012 - January 2013
Old Lyme Country Club May 2012 - August 2012
Skills
Leadership, Research, PowerPoint, Time Management, Accounting, Commitment to Quality, Microsoft Excel, Portfolio Management, Financial Analysis, Mutual Funds, Outstanding time..., Finance, Data Analysis, Proficient in Microsoft..., Series 63, Series 79
Education
Boston College 2011 — 2015
Bachelor’s Degree, Finance and Marketing, 3.7 GPA; Cum Laude
University of Otago 2013 — 2013
Bachelor of Commerce Program, Business/Commerce, General
Daniel Hand High School 2007 — 2011
Northstar Wealth Partners June 2004 - Present
Lincoln Financial Group November 2003 - September 2005
Park Avenue Securities June 2001 - September 2003
Skills
Wealth, Securities, Investments, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Financial Services, Asset Management, Series 7, Investment Management, Strategic Financial..., Series 63, Insurance, Investment Advisory, Retirement, Alternative Investments, Portfolio Management, Pensions, Finance, Life Insurance, Mutual Funds, Fixed Annuities, Asset Allocation, Estate Planning, 401k
Education
Central Connecticut State University
Bachelor of Science, Business
Verizon Wireless March 2014 - Present
Northstar Wealth Partners December 2012 - July 2013
Planet Botanicals July 2012 - July 2013
Flow Wine Group October 2011 - July 2013
CCSU School of Business August 2008 - December 2012
Skills
Management, Western Europe, Economics, Customer Service, Public Speaking, Research, Social Media, Microsoft Office, Teamwork, Office Management, Cold Calling, Salesforce.com, Sales Prospecting, Social Networking, Outlook, Market Research, Marketing
Education
Central Connecticut State University 2008 — 2013
Bachelor of Science (BS) Bachelor of Arts (BA), International Business Management, German
The University of Freiburg 2010 — 2011
Bachelors, German, Economics
Northstar Wealth Partners March 2012 - Present
Bank of America 2004 - 2008
Education
Northern Arizona University
Marketing
Northstar Wealth Partners July 2013 - Present
Skills
Series 7, Portfolio Management, Financial Analysis, Strategic Financial..., Retirement Planning, Series 65, Connecticut Life and...
Education
Seton Hall University 1989 — 1993
Bachelor's degree, Mathematical Statistics and Probability
Hartford Steam Boiler April 2013 - Present
Northstar Wealth Partners March 2012 - April 2013
MetLife September 2011 - March 2012
Skills
Insurance, Wealth Management, Investments, Portfolio Management, Strategic Financial..., Economics, Outlook, Securities, Retirement, Estate Planning, Finance
Education
Central Connecticut State University 2010 — 2012
Bachelor of Science, Business; Finance
Northstar Wealth Partners November 2010 - Present
Edward Jones 2006 - 2010
Sovereign Bank 2004 - 2006
HSBC Equator 1995 - 2004
Skills
Strategic Financial..., Investments, Wealth Management, Portfolio Management, Public Speaking, Valuation, Retirement, Wealth, Risk Management
Education
Rensselaer Polytechnic Institute
MBA and MS, Management and Finance
University of New Hampshire
BS, Mechanical Engineering
Northstar Wealth Partners August 2009 - Present
LPL Financial October 2008 - Present
West Hartford Magazine January 2012 - September 2012
Regular Guest on Business Buzz WESU radio CT January 2009 - October 2010
Contributing Freelance Writer/ CT Business Magazine 2006 - 2007
Contributing writer Hartford Magazine/MRC 2003 - 2007
Skills
Independent Financial..., Certified Insurance..., Registered Financial..., Marketing and Branding..., Recruiting New...
Education
Central Connecticut State University 1981 — 1985
BS, Marketing/Business
Renbrook (upcoming)
Renbrook (upcoming)
Renbrook (upcoming)
Northstar Wealth Partners, LLC July 2009 - Present
Northstar Wealth Partners July 2009 - Present
LPL Finanical 2009 - Present
Peoples Securities, Inc. September 2004 - July 2009
MassMutual Financial Group June 2002 - September 2004
American Express Financial Advisors September 1996 - June 2002
U.S. Coast Guard March 1988 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services
Education
The University of Connecticut 1992 — 1996
BA, Political Science/Criminology
The Academy of Health Care Professions-San Antonio 1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences
UBS Wealth Management June 2014 - Present
Northstar Wealth Partners June 2012 - June 2014
Palomar Medical Technologies December 2011 - January 2012
Education
Quinnipiac University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Chartered Financial Analyst Track
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Northstar Wealth Partners August 2015 - Present
Northstar Wealth Partners May 2014 - August 2015
Signator Investors, Inc. October 2009 - May 2014
John Hancock Financial Network May 2007 - October 2009
John Hancock Financial Services December 2005 - May 2007
Lincoln Financial Group October 2004 - December 2005
Education
Eastern Connecticut State University 2000 — 2004
Bachelors of Arts, English
Ampush February 2015 - Present
Ampush January 2014 - January 2015
LivingSocial July 2012 - July 2013
LivingSocial May 2011 - June 2012
Merrill Lynch April 2011 - May 2011
Northstar Wealth Partners June 2010 - August 2010
LAZ Parking June 2009 - August 2009
Skills
Online Advertising, Product Development, Conversion Optimization, A/B testing, Google Analytics, Data Visualization, Regular Expressions, Online Marketing, Web Analytics, Social Media Marketing, Marketing
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (BA), Economics
Loomis Chaffee 2004 — 2008