Plimoth Investment Advisors
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
Plimoth Investment Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Plimoth Investment Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Plimoth Investment Advisors Employees
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
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
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
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
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)
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
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
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
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
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