Plimoth Investment Advisors

Description

Address: 38 Resnik Rd # 202, Plymouth, MA 02360 Phone: (508) 747-6596Category: : : : : Website: Hours: : : Place name: Website: http://www.plimothinvestmentadvisors.com/home/home Category: Financial Planner 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. · Own this business?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 Plymouth Investment Advisors Posting publicly on the Web Write a review Reviews 1 Google review

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Plimoth Investment Advisors Employees

Employee
Years
Job
Industry
Julia Germano Julia Germano Greater Boston Area Details
Julia Germano's Plimoth Investment Advisors Experience May 2012 - July 2012
Job Product Specialist at Staples
Industry Marketing and Advertising
Experience
Staples  May 2015 - Present
Staples  November 2013 - May 2015
Dedham Savings  July 2012 - August 2012
Plimoth Investment Advisors   May 2012 - July 2012
Chateau Restaurants  December 2009 - December 2011
Germano Floor Covering   September 2005 - September 2010
Garden's With Spirit   April 2009 - September 2009
Flower Outlet   April 2006 - September 2009

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Advertising, Facebook, Social Media Marketing, HTML, Graphic Design, Customer Service, Marketing, Research, Outlook, Delphi, Cvent

Education
University of New Hampshire - Whittemore School of Business and Economics   2009 — 2013
Bachelor of Science (BS), Marketing

Westwood high

George Oliveira, CFP®, CTFA George Oliveira, CFP®, CTFA Providence, Rhode Island Area Details
George Oliveira, CFP®, CTFA's Plimoth Investment Advisors Experience September 2011 - Present
Job President & CEO at Plimoth Investment Advisors
Industry Banking
Experience
Plimoth Investment Advisors   September 2011 - Present
BayCoast Bank  November 1998 - September 2011
Plymouth Savings Bank  May 1995 - November 1998
Citizens Bank  May 1977 - May 1995

Skills
Commercial Lending, Investment Advisory..., Trust Services, Investment Advisory, Finance, Loans, Banking, Mutual Funds, Portfolio Management, Financial Analysis, Small Business Lending, Business Development, Credit, Wealth Management, Retirement Planning, Commercial Banking, Investments, Asset Allocation, Mortgage Lending

Education
Providence College   1979 — 1983
MBA, Finance

Bryant College   1973 — 1977
BS/BA, Finance

Mark Kelly, CFA, CFP® Mark Kelly, CFA, CFP® Duxbury, Massachusetts Details
Mark Kelly, CFA, CFP®'s Plimoth Investment Advisors Experience September 2011 - July 2014
Job Senior Vice President, Citizens Private Bank and Trust at Citizens Financial Group, Inc.
Industry Investment Management
Experience
Citizens Financial Group, Inc.   November 2014 - Present
Plimoth Investment Advisors   September 2011 - July 2014
Plimoth Investment Advisors   January 2005 - September 2011
Plymouth Savings Bank  2003 - 2005
Plymouth Savings   1998 - 2003
Higgins and Associates   1997 - 1998
First Variable Life Insurance Company   1992 - 1997
First International Life Insurance Company   1988 - 1992

Skills
Investment Management, Wealth Management, Investments, Portfolio Management, Asset Allocation, Mutual Funds, Retirement Planning, Banking, Financial Analysis, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Credit Analysis, 401k, Series 7, Asset Managment, Risk Management, Securities, Equities, New Business Development, Insurance, Relationship Management, Credit, Finance, Due Diligence, Fixed Income, Retirement, Strategic Financial..., Financial Services, Financial Risk, Loans, Alternative Investments, Hedge Funds, Financial Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1989 — 1991
Master's degree, Finance, General

Bryant College   1984 — 1988
Bachelor's degree, Accounting and Finance

Sandra L. Sevigney, AIF® Sandra L. Sevigney, AIF® New Bedford, Massachusetts Details
Sandra L. Sevigney, AIF®'s Plimoth Investment Advisors Experience September 2011 - Present
Job First VP, Retirement Plan Specialist, Plimoth Investment Advisors
Industry Investment Management
Experience
Plimoth Investment Advisors   September 2011 - Present
BayCoast Bank  April 1999 - September 2011
New York Life Benefit Services  March 1998 - April 1999
Rockland Trust Co   October 1982 - March 1998
BayBank  September 1976 - October 1982

Skills
Mutual Funds, Retirement Planning, Asset Allocation, 401k, Pensions, Financial Analysis, Banking, Wealth Management, Defined Benefit, Investments, Portfolio Management, Employee Benefits, Relationship Management, Profit Sharing, Investment Management, Retirement, Strategic Planning

Education
University of Massachusetts Dartmouth   1969 — 2008
Bachelor of Science (B.S.)

College for Financial Planning   2003 — 2006

Institute of Certified Bankers   1996 — 1996
Certificate

New Bedford High School   1966 — 1969

Lucia Rebelo Lucia Rebelo Fall River, Massachusetts Details
Lucia Rebelo's Plimoth Investment Advisors Experience February 2015 - Present
Job A/T Retirement Plan Specialist at Plimoth Investment Advisors
Industry Banking
Experience
Plimoth Investment Advisors   February 2015 - Present
BayCoast Bank  January 2011 - February 2015
Bank of Fall River   August 2001 - October 2010
FirstFed  1986 - 1999

Skills
Small Business Lending, Banking, Retail Banking, Loans, Commercial Banking, Commercial Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Mortgage Lending, Underwriting, Refinance, Credit, Residential Mortgages, Customer Service, Financial Analysis, Management, Strategic Planning, Consumer Lending, Team Building

Education
Babson College   2011 — 2012
New England School of Financial Studies

Community College of Rhode Island
Associate of Arts and Sciences (A.A.S.)

University of Massachusetts Dartmouth
Bachelor of Arts (BA)

Joe Curtin Joe Curtin Lakeville, Massachusetts Details
Joe Curtin's Plimoth Investment Advisors Experience June 2013 - September 2013
Job Functional Specialist, Bank Loan at State Street
Industry Financial Services
Experience
State Street  December 2014 - Present
Plymouth and Brockton   October 2014 - December 2014
CLC Landscaping   March 2008 - October 2014
Plimoth Investment Advisors   June 2013 - September 2013

Skills
Bloomberg, Investments, Management, Finance, Financial Analysis

Education
Bridgewater State University   2010 — 2014
Bachelor's Degree, Accounting and Finance

Bridgewater State University   2010 — 2014
Bachelor of Science, Accounting and Finance

Christopher J. Gaffney Christopher J. Gaffney Greater Boston Area Details
Christopher J. Gaffney's Plimoth Investment Advisors Experience January 2015 - Present
Job Trust Officer at Plimoth Investment Advisors
Industry Real Estate
Experience
Plimoth Investment Advisors   January 2015 - Present
Coastal Title   August 2013 - December 2014
Sullivan, Williams and Quintin   December 2012 - August 2013
NexGen Compliance Solutions, LLC and TitleHound.com   August 2011 - August 2012
NexGen Compliance Solutions, LLC   September 2009 - April 2011
Portnoy and Greene, P.C.   July 2005 - September 2006
Sullivan, Williams & Quintin   September 2002 - July 2005

Skills
Title Insurance, Strategic Planning, Closings, Real Estate Transactions, Investment Properties, Insurance, Vendor Management, Foreclosures, Notary Public, Real Estate, Mortgage Lending, Sales, Commercial Real Estate, REO, Escrow, Management, Investments, Negotiation, First Time Home Buyers, Customer Service, Real Estate Financing, Residential Homes, Selling, Mortgage Banking, Underwriting, Short Sales, Condos, Marketing Strategy, Business Development, Investors, Residential Mortgages, Leases, Referrals, Reverse Mortgages, Sellers, Loss Mitigation, HUD, USDA, Relocation, Loan Origination

Education
University of Massachusetts School of Law - Dartmouth   2004 — 2007
J.D., Law

University of Massachusetts at Amherst   2000 — 2002
B.A., Economics

University of Rhode Island   1997 — 2000
Marketing

Guthrie Carpenter Guthrie Carpenter Bristol, Rhode Island Details
Guthrie Carpenter's Plimoth Investment Advisors Experience June 2014 - August 2014
Job Market Surveillance Analyst at Intercontinental Exchange
Industry Investment Management
Experience
Intercontinental Exchange  May 2015 - Present
Roger Williams University Student Investment Fund   December 2014 - May 2015
Center for Advanced Financial Education  August 2014 - December 2014
Plimoth Investment Advisors   June 2014 - August 2014
Soccer Post  March 2011 - June 2014
Department of Public Works  April 2013 - August 2013

Skills
Microsoft Excel, Bloomberg Terminal, Investments, Portfolio Management, Sector Research, Economic Research, Microsoft Word, Market Research, Team Leadership, Equity Research, PowerPoint, Asset Management, Equities, Public Speaking, Due Diligence, Economics, Technical Analysis, Financial Modeling, Stata, Microsoft Office, Teamwork, Financial Analysis, Social Media, Equity Capital Markets, Finance, Data Analysis

Education
Roger Williams University   2011 — 2015
Bachelor of Science (BS), Finance, Economics, GPA : 3.61

Fairfield Warde High School   2007 — 2011
High School Diploma

Steven Russo, CFA Steven Russo, CFA Plymouth, Massachusetts Details
Steven Russo, CFA's Plimoth Investment Advisors Experience January 2005 - Present
Job Executive Vice President
Industry Investment Management
Experience
Plimoth Investment Advisors   January 2005 - Present
State Street Global Advisors  March 1997 - July 2003
Scuder Stevens & Clark   1992 - 1997

Education
Suffolk University   1987 — 1990
MSF / BS, Finance / Economics

Susan Sartini Susan Sartini Providence, Rhode Island Area Details
Susan Sartini's Plimoth Investment Advisors Experience 2005 - Present
Job Sr. Vice President at Plimoth Investment Advisors
Industry Banking
Experience
Plimoth Investment Advisors   2005 - Present
Plimoth Investment Advisors   2005 - Present
Plymouth Savings Bank  2003 - 2005
Rockland Trust Company  1993 - 2003

Education
Roger Williams University   1982 — 1984
BS, Business and Paralegal Studies