Prime Advisors, Inc.

Industry: Company

Description

Founded: 1988 Parent organization: Sun Life Investment Management Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportPrime Advisors IncWebsiteDirections Saved (0) Saved Save Financial consultant in Windsor, Connecticut Address: 100 Northfield Dr, Windsor, CT 06095 Phone: (860) 331-3000: : : Place name: : Hours: Website: : Category: : Website: http://www.primeadvisors.com/ Category: Financial consultant 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 Prime Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review

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

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Prime Advisors, Inc. Employees

Employee
Years
Job
Industry
Eleanor Kam Eleanor Kam Redmond, Washington Details
Eleanor Kam's Prime Advisors, Inc. Experience December 2012 - Present
Job AVP, Trade Desk at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   December 2012 - Present
Prime Advisors, Inc.   September 2009 - December 2012

Skills
Financial Analysis, Research, Investments, Microsoft Excel, Event Planning, Microsoft Office, Fundraising, Valuation, Asset Allocation, Event Management, Non-profits, Data Analysis, Portfolio Management, PowerPoint, Equities, Asset Management, Editing

Education
Columbia University in the City of New York   2005 — 2009
Bachelor's Degree, Economics

The London School of Economics and Political Science (LSE)   2007 — 2007
Study Abroad Program

Vincent McDonough Vincent McDonough Redmond, Washington Details
Vincent McDonough's Prime Advisors, Inc. Experience 2004 - 2012
Job Founder, McDonough Group LLC
Industry Professional Training & Coaching
Experience
McDonough Group LLC   2012 - Present
Prime Advisors, Inc.   2004 - 2012
Mellon Growth Advisors LLC   2002 - 2003
Mellon Financial Corporation  1999 - 2002
Berman DeValerio  1997 - 1999
United States District Court for the District of Massachusetts  1996 - 1997
Suffolk County District Attorney's Office  1991 - 1996

Skills
Exit Planning, General Corporate..., Mergers & Acquisitions, Contract Negotiation, Risk Management, Compliance, Training Delivery, Securities Regulation, Asset Management, Leadership, Policy & Procedure..., Mutual Funds, Hedge Funds, Finance, Due Diligence, Strategic Planning, Legal Research

Education
Suffolk University Law School   1988 — 1991
Doctor of Law (JD)

College of the Holy Cross   1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General

Kevin Jenks Kevin Jenks Greater New York City Area Details
Kevin Jenks's Prime Advisors, Inc. Experience 1997 - 2000
Job
Industry Investment Management
Experience
KRJ Capital Advisors   January 2011 - Present
Morgan Joseph TriArtisan LLC  January 2010 - April 2010
Apeirogon Capital LLC   2008 - 2009
HBK Capital   2002 - 2008
Vanderbilt Capital   2000 - 2002
Prime Advisors, Inc.   1997 - 2000
Bank of Boston  1996 - 1997
The Boston Company  1994 - 1995
Fidelity Investments  1993 - 1994

Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies

Education
University of Massachusetts Lowell   1987 — 1992
BS Finance

Charles Geitz Charles Geitz Washington D.C. Metro Area Details
Charles Geitz's Prime Advisors, Inc. Experience May 2013 - August 2013
Job Student at Bucknell University
Industry Defense & Space
Experience
Systems Planning and Analysis, Inc  June 2014 - August 2014
Prime Advisors, Inc.   May 2013 - August 2013
Radio 104.1 WMRQ   May 2012 - August 2012
Prime Healthcare, PC   May 2011 - August 2011
Pacific Sunwear  August 2009 - January 2011

Education
Bucknell University   2011 — 2015
Bachelor of Science (B.S.), Interdisciplinary Studies in Economics and Mathematics - Computational Track

Larry Ventura Larry Ventura Renton, Washington Details
Larry Ventura's Prime Advisors, Inc. Experience 1999 - 2010
Job Network Administrator at Grange Insurance Association
Industry Information Technology and Services
Experience
Grange Insurance Association  September 2014 - Present
Her Interactive  November 2010 - September 2014
Prime Advisors, Inc.   1999 - 2010
Boeing  1987 - 1999

Skills
Compellent, SAN, VMware ESX, vSphere, Hyper-V, Firewalls, Barracuda Spam Firewall, Fortinet, Watchguard, Routing Protocols, PRTG, Network Load Balancing, Windows Server, Windows 7, iOS, Mac OS, Exchange 2010/2007/2003, Active Directory, TFS, Microsoft SQL Server, Office Communications..., Microsoft Office, Microsoft Office..., Tape Libraries, Backup Exec, Veamm, Kaspersky Antivirus, Antivirus, Endpoint Security, RSA Security, Deduplication, Mitel 3300, Bloomberg Data License, Bloomberg Terminal, SAS70, Security Audits, Regulatory Audits, Amazon S3, Rackspace Cloud, Amazon EC2, Amazon Web Services..., Vray, 3D rendering, Autodesk Software, Product Management, Event Sentry

Education
Seattle Pacific University   1997 — 1998
MCSE - Microsoft Certification

University of Michigan   1983 — 1987
Bachelor of Science (BS) Aero Engineering, Aerospace, Aeronautical and Astronautical/Space Engineering, 3.5

Victor Harned Victor Harned Greater Seattle Area Details
Victor Harned's Prime Advisors, Inc. Experience 2006 - Present
Job Senior Strategist at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   2006 - Present

Skills
Asset Managment, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Equities, Fixed Income, Bonds, Asset Management, Bloomberg, Capital Markets, Investment Management, Mutual Funds, Securities, Trading, Valuation

Education
Suffolk University - Sawyer School of Management   1984 — 1986
MBA

University of New Hampshire -- Peter T. Paul College of Business and Economics   1978 — 1982
BS

The Hill School   1975 — 1978

Scott Sell Scott Sell Des Moines, Iowa Area Details
Scott Sell's Prime Advisors, Inc. Experience October 2007 - March 2015
Job Vice President Portfolio Manager Athene Asset Management
Industry Financial Services
Experience
Athene Asset Management  March 2015 - Present
Prime Advisors, Inc.   October 2007 - March 2015
Genworth Financial  2000 - 2007
General Electric  2000 - 2004

Skills
Investments, Fixed Income, Portfolio Management, Financial Modeling, Capital Markets, Financial Analysis, Due Diligence, Securities, Valuation

Education
Cleveland State University
MBA, Finance

Michael Pelosi Michael Pelosi Middlebury, Connecticut Details
Michael Pelosi's Prime Advisors, Inc. Experience May 2015 - June 2015
Job Student at Fordham's Gabelli School of Business with a specific concentration in Financial Services
Industry Financial Services
Experience
Assistant Apprentice   July 2015 - August 2015
Prime Advisors, Inc.   May 2015 - June 2015
Dinto Electric, Inc.   May 2014 - August 2014
Applied Intelligence, LLC   March 2012 - April 2012

Skills
Financial Analysis, Portfolio Management, Investment Management, Microsoft Excel, Economics, Business Valuation, Market Research, Financial Reporting, Data Analysis, Public Speaking, Microsoft Word, Social Media

Education
Fordham University   2014 — 2018
Bachelor's Degree, Finance, Minor in Psychology, Concentration in Value Investing, 3.53/4

Chase Collegiate School   2010 — 2014
High School Diploma, General Studies, 3.45/4

Babson College   2013 — 2013
4 Credit College Course, Entrepreneurship/Entrepreneurial Studies, 3.7/4

Erica Cunningham Erica Cunningham New York, New York Details
Erica Cunningham's Prime Advisors, Inc. Experience June 2012 - August 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2014 - Present
RBC Capital Markets  June 2013 - August 2013
Prime Advisors, Inc.   June 2012 - August 2012
Band XI International   June 2011 - August 2011
McCormick, Paulding & Huber   June 2007 - August 2010

Skills
Russian, French, Java, HTML, Matlab, Microsoft Excel

Education
Columbia University in the City of New York   2010 — 2014
BS, Operations Research

Loomis Chaffee   2006 — 2010
HS

Kathryn Caruso Kathryn Caruso Windsor, Connecticut Details
Kathryn Caruso's Prime Advisors, Inc. Experience March 2011 - Present
Job Compliance Officer at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   March 2011 - Present
Allianz Global Investors  June 2010 - February 2011
Allianz Global Investors  October 2008 - December 2010
Fidelity Investments  February 2005 - June 2008

Skills
Asset Allocation, Asset Managment, Mutual Funds, Investments, Series 24, Hedge Funds, Fixed Income, FINRA, Bloomberg, Compliance, Asset Management, Trading

Education
Castleton University   2001 — 2005
Bachelor of Science, Communications - Digital Media with minor in Literature

Newtown High School   1997 — 2001
High School Diploma

Rui Calado Rui Calado Hartford, Connecticut Area Details
Rui Calado's Prime Advisors, Inc. Experience April 2012 - Present
Job Systems Developer at Prime Advisors, Inc.
Industry Information Technology and Services
Experience
Prime Advisors, Inc.   April 2012 - Present
CompassLearning  December 2010 - August 2011
Zag Interactive  2011 - 2011
Renzulli Learning Systems  July 2007 - December 2010
MetLife  September 2006 - September 2007
Webster Bank  2005 - 2007

Skills
ASP.NET, Microsoft SQL Server, VB.NET, XML, Web Services, .NET, SQL, C#, JavaScript, T-SQL, Software Project..., AJAX, MVC, REST, Silverlight, Design Patterns, SDLC

Education
The University of Connecticut   1994 — 1998
Bachelor of Science (BS), Management Information Systems

Newington High

Jon Gaspar Jon Gaspar Windsor, Connecticut Details
Jon Gaspar's Prime Advisors, Inc. Experience January 2015 - Present
Job Senior Performance Analyst at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   January 2015 - Present
Prime Advisors, Inc.   September 2005 - December 2014
Travelers Life & Annuity  June 2004 - September 2005

Skills
Investments, Asset Management, Portfolio Management, Equities, Valuation, Financial Modeling, Asset Allocation, Investment Strategies, Fixed Income, Bloomberg, Mutual Funds, Bonds, Retirement, Financial Analysis, Financial Reporting, Asset Managment, Alternative Investments, Risk Management

Education
Bryant University   2000 — 2004
Bachelor of Science in Business Administration, Finance

Cathedral High School   1996 — 2000

Jason Gingerich Jason Gingerich Hartford, Connecticut Area Details
Jason Gingerich's Prime Advisors, Inc. Experience January 2005 - Present
Job Senior Investment Strategist at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   January 2005 - Present

Skills
Valuation, Portfolio Management, Asset Managment, Investments, Hedge Funds, Alternative Investments, Asset Allocation, Investment Strategies, Leadership, Fixed Income, Equities, Bloomberg, Financial Analysis, Financial Modeling, Asset Management, Mutual Funds, High Yield, Value Investing, Insurance, Investment Management, Quantitative Finance, Financial Advisory, Economics, Institutional..., Investment Advisory, Risk Management, ETFs, Retirement

Education
University of Colorado Boulder   1991 — 1995

Hope Mull Maxwell Hope Mull Maxwell Greater Boston Area Details
Hope Mull Maxwell's Prime Advisors, Inc. Experience April 1999 - July 2009
Job President & CEO
Industry Insurance
Experience
Eastern Dentists Insurance Company   October 2013 - Present
IFC&E Services, LLC   January 2010 - October 2013
Prime Advisors, Inc.   April 1999 - July 2009
A.M. Best Company   December 1994 - April 1999
Everest Reinsurance  August 1989 - December 1994

Skills
Investments, Insurance, Property & Casualty..., Asset Management, Enterprise Risk..., Strategic Planning, Reinsurance, Rating Agency Relations

Education
University of Richmond - Robins School of Business   1985 — 1989
BSBA

The Shipley School   1981 — 1985
High School

Naomi Joy Naomi Joy Greater Seattle Area Details
Naomi Joy's Prime Advisors, Inc. Experience June 2007 - Present
Job Vice President at Prime Advisors Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   June 2007 - Present

Skills
Asset Management, Portfolio Management, Equities, Mutual Funds, Valuation, Investments, Asset Managment, Asset Allocation, Investment Strategies, Hedge Funds, Bonds, Fixed Income, Financial Modeling, Capital Markets, Bloomberg, Alternative Investments, Equity Research

Education
Yale University - Yale School of Management   1985 — 1987
MBA, Finance

University of California, Davis
Bachelor's of Science, Nutrition Sciences

Monica Kraus Monica Kraus Hartford, Connecticut Area Details
Monica Kraus's Prime Advisors, Inc. Experience June 2007 - January 2010
Job Senior Region Analyst at The Hartford
Industry Insurance
Experience
The Hartford  February 2010 - Present
Prime Advisors, Inc.   June 2007 - January 2010

Skills
Portfolio Management, Investments, Valuation, Asset Managment, Investment Policy, Dynamic Asset Allocation, Fixed Income Portfolio..., Performance Attribution, Portfolio Optimization, Investment Strategies, Value Investing, Asset Allocation, Investment Research

Education
Bryant University   2003 — 2007
BSBA, Actuarial Math

Eric St. Amand Eric St. Amand Hartford, Connecticut Area Details
Eric St. Amand's Prime Advisors, Inc. Experience Fund AccountantHartford LifeAugust 2004 - April 2005
Job Sr Investment Accountant at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   Fund AccountantHartford LifeAugust 2004 - April 2005
Principal Financial Group  November 1999 - August 2004
Polaris Financial Group   August 1998 - November 1999

Skills
Investments, Mutual Funds, Trading, Bloomberg, Asset Management, Fixed Income, Equities, Valuation, Portfolio Management, Asset Allocation, Financial Analysis, Bonds, Financial Reporting, Investment Strategies, Accounting

Education
Quinnipiac University   1994 — 1998
BS, Finance

Branford   1990 — 1994

Sean O'Brien, CFA Sean O'Brien, CFA San Francisco Bay Area Details
Sean O'Brien, CFA's Prime Advisors, Inc. Experience 2000 - 2003
Job Principal, Eirinn Management, LLC
Industry Real Estate
Experience
K-PAX Funding, LLC   2012 - Present
Eirinn Management, LLC   April 2007 - Present
U.S. Advisor, LLC   May 2003 - April 2007
Prime Advisors, Inc.   2000 - 2003
Wilshire Associates  1998 - 2000
CSAA - Inter-Insurance Bureau   June 1993 - December 1997
KPMG US  1988 - 1993

Skills
Asset Managment, Investments, Portfolio Management, Financial Modeling, Capital Markets, Equities, Hedge Funds, Real Estate, Finance, Financial Structuring, Disposition, Investment Properties, Strategy, Mutual Funds, Asset Management, Venture Capital

Education
California State University-Chico   1979 — 1982
Bachelors, Finance/Accounting

Fresno High School   1973 — 1976

Lawrence Cook, CFA Lawrence Cook, CFA Greater New York City Area Details
Lawrence Cook, CFA's Prime Advisors, Inc. Experience April 2012 - Present
Job Sr. Investment Strategist at Prime Advisors, Inc.
Industry Financial Services
Experience
Prime Advisors, Inc.   April 2012 - Present
Power Barn, LLC   April 2007 - November 2010
Conning Asset Management  September 1996 - June 2006
Northeast Savings  1989 - 1996

Skills
Asset Allocation, Asset Management, Alternative Investments, Portfolio Management, Asset Managment, Investments, Strategic Planning, Hedge Funds, Bonds, Financial Modeling, Investment Strategies, Fixed Income, Investment Management

Education
Western New England University   1978 — 2003
BA, Psychology

University of Bridgeport   1994 — 1997
MBA, Finance

Don McDonald Don McDonald Hartford, Connecticut Area Details
Don McDonald's Prime Advisors, Inc. Experience December 2011 - Present
Job Chief Executive Officer at Prime Advisors, Inc.
Industry Investment Management
Experience
Prime Advisors, Inc.   December 2011 - Present
Prime Advisors, Inc.   2011 - Present
Prime Advisors   2009 - Present
Conning Asset Management  1990 - 2001

Skills
Investments, Insurance, Financial Reporting, Hedge Funds, Asset Management, Asset Allocation, Financial Markets, Capital Markets, Portfolio Management, Financial Modeling, Investment Strategies, Alternative Investments, Bonds, Mutual Funds, Equities, Investment Management, Bloomberg

Education
Princeton University   1980 — 1984
BA, Economics

Princeton University   1980 — 1984
Economics, Business and Economics

Princeton University   1980 — 1984
Economics

Jamie L. Damato Jamie L. Damato Hartford, Connecticut Area Details
Jamie L. Damato's Prime Advisors, Inc. Experience December 2012 - December 2013
Job Marketing Associate Institutional & Retail Channels at Hartford Investment Management Co. (HIMCO)
Industry Investment Management
Experience
Michael's Staffing Service   December 2013 - November 2014
Prime Advisors, Inc.   December 2012 - December 2013
Michael's Staffing Service   June 2008 - December 2012
Sodexo  October 2009 - December 2011
Texas Roadhouse  June 2004 - May 2008
Merrill Lynch  June 2003 - August 2003

Skills
Marketing Communications, RFP Generation, Marketing, B2B Marketing, Spanish, Marketing Research, Organizational..., Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Event Management, Events Coordination, Marketing Strategy, Market Research, Internal Communications, Direct Marketing, Brand Awareness, Teamwork, Research, Proposal Writing, Trade Shows, Time Management, Email Marketing

Education
University of Delaware - Lerner College of Business and Economics   2000 — 2004
Bachelor of Science in Business Administration (BSBA), Majors: Finance and Marketing

Heather Strom Heather Strom Kent, Washington Details
Heather Strom's Prime Advisors, Inc. Experience September 2006 - June 2009
Job Executive Assistant at Northern Stream Capital
Industry Financial Services
Experience
Northern Stream Capital, LLC   September 2013 - Present
KeyBank  March 2010 - July 2013
Prime Advisors, Inc.   September 2006 - June 2009
LexisNexis  September 2000 - September 2006
Book Publishing Company  2000 - 2000

Skills
Networking, Event Planning, Email Marketing, English grammar, Marketing Communications, Professional Writing, Marketing, Project Planning, Customer Service, Banking, Marketing Strategy, Microsoft Office, Sales, Project Management

Education
University of Oregon   1997 — 1999
Bachelor of Arts (B.A.), English with a minor in Business Administration

Southern Oregon University   1995 — 1997

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