Santander Investment Services
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Santander Investment Services Employees
Santander Investment Services December 2014 - Present
Santander Bank, N.A. August 2014 - Present
Citi June 2013 - August 2014
Capital One 2012 - January 2013
Chase September 2009 - February 2012
Chase November 2006 - September 2009
EKN Financial Services January 2006 - November 2006
Skills
Financial Services
Education
John Jay College of Criminal Justice 2007 — 2009
Santander Investment Services September 2013 - Present
Sovereign Bank 2006 - September 2013
Essex National Securities 2000 - 2006
Citicorp Investment Services March 1999 - March 2000
Education
Dowling College 2004 — 2006
mba, management
Siena College 1992 — 1996
bachelors, accounting
Citizens Securities September 2014 - Present
Santander Investment Services July 2013 - September 2014
Sovereign Bank / Banco Santander October 2011 - July 2013
Bank of America 2008 - 2011
Education
Dale Carnegie
The Art of Coaching
University of Massachusetts Dartmouth 1997 — 2000
Finance
Citizens Investment Services October 2014 - Present
Santander Investment Services June 2013 - October 2014
Santander Investment Services July 2012 - June 2013
New York Life Insurance Company March 2012 - July 2012
Allstate Financial November 2009 - March 2012
Metlife/ 128 Alliance Financial June 2006 - August 2009
International Appliance October 2000 - April 2006
Education
Johnson and Wales University 2013 — 2015
Master of Business Administration (MBA)
Johnson and Wales University 2003 — 2006
BA, Financial Services Mgmt
Louisiana Tech University 2002 — 2003
Professional Aviation
Classical High School 1998 — 2002
Santander Investment Services April 2009 - Present
Smith Barney November 2007 - April 2009
Banc of America Investments June 2006 - November 2007
Education
Stonehill College 2002 — 2006
Bachelor, Finance
INGENIA Talent Solutions (Seeliger & Conde group) October 2014 - Present
Santander Investment Services September 2012 - May 2013
Santander Bank, N.A. July 2009 - May 2013
Santander Private Banking April 2008 - June 2011
Santander Private Banking August 2005 - April 2008
Santander Private Banking August 2003 - July 2005
UBS Investment Bank May 2000 - August 2003
ABN AMRO Bank N.V. June 1998 - May 2000
Universidad Pontificia Comillas ICAI-ICADE July 1994 - June 1998
Skills
Recruiting, Talent Acquisition, Middle Management, Organizational Design, Organizational Behavior, Banking, Mergers & Acquisitions, Investments, Design Thinking, Wealth Management, Capital Markets, Corporate Finance, Commercial Banking, FINRA Series 7 & 24
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Sloan Fellow - Full Time Program on Innovation & Global Leadership, Cumm GPA 4.9 / 5.0
Harvard Business School 2013 — 2013
Design Thinking & Innovation
Universidad Pontificia Comillas 1988 — 1993
Bachelor's Degree, Economics & Business Studies / Finance
Swansea University 1992 — 1993
European Business Administration & Management, Erasmus Scholarship
SANTANDER INVESTMENT SERVICES June 2015 - Present
Merrill Edge October 2014 - June 2015
Santander Bank, N.A. February 2013 - February 2014
Citi September 2011 - February 2013
HSBC Securities USA, Inc. January 2010 - September 2011
Chase Investment Services December 2005 - January 2010
Morgan Stanley - Individual Investor Group November 2004 - December 2005
David Lerner Associates, inc. September 2003 - November 2004
Hofstra University - Computer Center January 2000 - September 2003
Education
Hofstra University 1998 — 2002
Bachelor of Science, Business Computer Information Systems
Merrill Edge April 2015 - Present
Santander Investment Services October 2014 - April 2015
Merrill Lynch 2011 - October 2014
Skills
Series 7, Series 63, Retirement Planning, Investments, Strategic Financial..., Retirement, Uniform Combined State..., Investment Advisory, Asset Allocation, Mutual Funds, Alternative Investments, Portfolio Management, Asset Management, Financial Advisory, Estate Planning, Financial Analysis, Fixed Annuities, 401k, Insurance, Risk Management, Financial Services, Life Insurance
Education
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Finance
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Real Estate
Santander Investment Services August 2013 - April 2014
Merrill Edge July 2012 - July 2013
Merrill Lynch January 2011 - August 2012
AARP Financial December 2005 - October 2010
Fidelity Investments February 2005 - December 2005
Education
Franklin Pierce University 2001 — 2002
BS, Financial Management
University of New Hampshire 1995 — 1996
A.S., Business Admin
Santander Investment Services February 2014 - Present
State Farm Insurance June 2009 - February 2014
Cabot Lodge Securities March 2013 - July 2013
BCM Global Equity Group December 2012 - March 2013
JPMorgan Chase March 2004 - October 2008
Skills
Investments, Wealth Management, Mutual Funds, Banking, Equities, Risk Management, Series 7, Series 63, Holistic Financial..., Asset Allocation, Financial Services, Fixed Income, Sales
Education
City University of New York-Queens College 2008 — 2012
Bachelors Degree, Economics
Rockland Community College 2001 — 2007
Associates, Business Administration
Santander Investment Services November 2014 - Present
Newton Public Schools 2009 - Present
Crimson Consulting Collaborative 2009 - Present
Ritchie Financial LLC 2013 - October 2014
NYLIFE Securities, LLC 2006 - October 2014
New York Life Insurance Company 2006 - October 2014
Eagle Strategies, LLC 2006 - October 2014
Metro Identification Systems, Inc. 1987 - 2005
Skills
Retirement Planning, Estate Planning, Retirement, Insurance, Investments, Life Insurance, Finance, Wealth Management, Retirement Income..., 401(k) rollovers, Social Security Income..., Financial Services, Small Business, Legacies, Multi-Generational..., Asset Protection, Succession Planning, Family Security, Multi-Generational..., Protection Planning /..., Gifting Strategies, Wealth Preservation..., Key Person Protection
Education
Boston University - Graduate School of Management
Master of Business Administration (M.B.A.), Finance and Management
Tufts University
Bachelor of Science (B.S.), School of Engineering - Civil Engineering
Tufts University
Bachelor of Arts (A.B.), School of Arts and Sciences - Fine Arts
The Rivers School
The American College
The Corporation for Long Term Care
Santander Investment Services January 2015 - Present
M&T Securities February 2013 - January 2015
PNC Investments 2006 - February 2013
Hudson Trader Investments December 2003 - 2006
Bank of America 1998 - 2003
Gruntal 1996 - 1997
Skills
Fixed Annuities, Life Insurance, Investments, Financial Services, Financial Advisory, Investment Advisory, Retirement, Financial Analysis, Asset Allocation, Mortgage Lending, Asset Management, Investment Strategies, Loans, FINRA, Financial Planning, Mutual Funds, Strategic Planning, Sales Management, Series 63, Securities, Insurance, Banking, Relationship Management, Finance, Portfolio Management, Retirement Planning, Series 7, Leadership, Coaching, Athletics, ETFs, Investment Management, Wealth, 401k Rollovers, Estate Planning, Variable Annuities, Soccer, Wealth Management, Wealth Management..., IRAs, 401k, Series 24, Strategic Financial..., Bonds, Series 6, Series 65
Education
Rider University 1988 — 1992
Father Judge 1984 — 1988
Santander Investment Services March 2012 - Present
Education
Suffolk University - Sawyer School of Management 2002 — 2006
Santander Investment Services September 2013 - Present
Sovereign Bank April 2012 - September 2013
MetLife June 2011 - April 2012
University Directories (internship) May 2010 - August 2010
Skills
Insurance, Investments, Securities, Employee Benefits, Succession Planning, Asset Allocation, Financial Services, Finance, Retirement, Small Business, Commercial Banking, Mutual Funds, Fixed Annuities, Sales, Retirement Planning, Series 63, Series 6, Life Insurance, Branch Management, Series 7, Wealth Management
Education
Penn State University 2006 — 2010
Danville Area High School 2003 — 2006
Cape House Shop Hallmark 2014 - Present
Santander Investment Services 2013 - 2014
NYLIFE Securities LLC 2009 - 2013
New York Life Insurance Company 2008 - 2013
Imported Foods Corp. 1985 - 2008
Skills
Estate Planning, Retirement Planning, Succession Planning, Fixed Annuities, Securities, Investments, Insurance, Life Insurance, Long-term Care, Series 63, Retirement, Mutual Funds, IRAs, Wealth Management, Wealth Accumulation, 401k, Disability Insurance, Long Term Care, Annuities, Insurance Planning, Series 6, Financial Services, Roth IRA, Permanent Life Insurance, 529 Plans, Asset Allocation, 401k Rollovers, College Savings Plans, Long Term Care Insurance, Variable Annuities, FINRA, Risk Management, Financial Advisory, Strategic Financial...
Education
Boston University - School of Management 1981 — 1985
BS, Business Administration / Finance
The American College
LUTCF
Santander Investment Services July 2014 - August 2015
InnoVest Financial Services, LLC January 2007 - July 2014
Banc of America Investments September 2005 - January 2007
Etrade January 2004 - August 2005
AXA Advisors August 2003 - January 2004
Skills
Investments, Mutual Funds, Retirement, Securities, Financial Services, Variable Annuities, Fixed Annuities, Bonds, Series 63, Series 7, Series 66, FINRA licensed, Insurance, Long Term Care Insurance, Stocks, Trading, ETFs, Customer Service, FINRA, Management, Portfolio Management, Sales, Wealth Management, Employee Benefits, Finance, Series 6, IRAs, 401k, Asset Management
Education
Merrimack College 1997 — 2001
Bachelor of Arts, Political Science
Longmeadow High School 1996 — 1997
Capital One Investing May 2015 - Present
Santander Investment Services May 2012 - May 2015
JPMorgan Chase May 2010 - April 2012
JP Turner & Company, LLC May 2010 - November 2010
UBS Investment Bank February 2008 - July 2008
Skills
Investment Planning, Retirement Planning, Insurance Planning, Education Planning, Estate Planning, Tax Planning
Education
Saint John's University - Peter J. Tobin College of Business 2005 — 2009
Bachelor's degree, Finance, General
Monsignor Farrell 2001 — 2005
Santander Investment Services September 2012 - Present
Sovereign Bank September 2011 - September 2012
Wells Fargo October 2009 - September 2011
Wachovia Bank October 2006 - September 2009
Allied Home Mortgage Capital Corporation 2002 - 2006
Skills
Investments, Financial Services, Leadership, Relationship Management, Investment Banking, Insurance, Coaching, Retirement Planning, Investment Management, Retail Banking, Sales Process, Sales Management, Series 7, Securities, Wealth Management, Credit, Credit Analysis
Education
Rowan University 1997 — 1999
Bachelor of Science (BS), Marketing
Ocean County College 1994 — 1997
BBVA Compass August 2014 - Present
Santander Investment Services August 2013 - August 2014
Fifth Third Private Bank August 2009 - August 2013
Citi 2008 - 2009
Citibank 2005 - 2008
Citicorp Investment Services and Smith Barney 2003 - 2008
Citicorp Investment Services 2000 - 2003
Citibank 1997 - 2000
Skills
Wealth Management..., Portfolio Management, Investment Advisory, Risk Management, Investments, Financial Modeling, Cross-functional Team..., Wealth Management, Equities, Banking, Asset Managment, Mutual Funds, Finance, Credit, Series 7, Retail Banking, Financial Services, Financial Advisory, Series 63, Wealth, Insurance, Leadership, Relationship Management, Retirement Planning, Corporate Finance, Women Leaders, Strategic Planning, Business Relationship..., Private Banking, Capital Markets
Education
The University of Chicago - Booth School of Business
MBA, Finance
Boston Dip and Detail 2013 - Present
Santander Investment Services January 2013 - January 2014
GL Capital Partners July 2011 - October 2012
Citizens Bank September 2009 - July 2011
Bank of America October 2006 - June 2009
H&R Block Mortgage August 2004 - February 2006
Skills
Financial Analysis, Strategic Financial..., Financial Markets, Estate Planning, Portfolio Assessment, Portfolio Management, Building Relationships, Negotiation, Budgets, Wealth Management, Life Insurance, Retirement Planning, Investments, Management, Loans, Banking, Financial Advisory, Mutual Funds, Credit, Insurance, Mortgage Lending, Leadership, Asset Management, Finance, Relationship Management, Private Banking, Loan Origination, Series 63, Financial Services, Series 7, Series 6, Commercial Lending, Analysis, Retail Banking, Investment Advisory, Securities
Education
Merrimack College 1998 — 2002
Business Management
Walpole High 1994 — 1998
Santander Investment Services September 2013 - Present
J.P. Morgan Securities, LLC. May 2011 - June 2013
Chase Investment Services July 2009 - June 2011
Langdon Ford Financial 2006 - 2009
Education
Rowan University 2002 — 2006
BA, Finance
Santander Investment Services August 2010 - Present
Merrill Lynch September 2008 - July 2010
Bank of America August 2006 - September 2008
Citizens Bank July 2002 - August 2006
Skills
Retirement Planning, Estate Planning, Series 7, Managed Futures, Executive Compensation..., Series 66, Series 31, Tax-Efficient Strategies, Corporate Retirement...
Education
Boston University 2000 — 2004
Bachelor of Arts, International Finance
Malden Catholic 1996 — 2000
High School Diploma
Santander Investment Services March 2009 - Present
Morgan Stanley January 2000 - November 2002
Merrill Lynch July 1996 - January 2000
Skills
Retirement Planning, Investments, Financial Analysis, Strategic Financial..., Strategic Planning, Insurance, Business Development, Underwriting, Finance, Fixed Annuities, Team Building, Management, Business Analysis, Financial Services, Series 7, Budgets, Risk Management, Leadership
Education
Shippensburg University of Pennsylvania 1987 — 1991
Citizens Investment Services 2014 - Present
Santander Investment Services January 2013 - July 2014
Reliant Financial Group and Insurance Planning March 2008 - December 2012
New York Life Insurance Company 2008 - 2011
Aegis Mortgage 2007 - 2008
Accredited Home Lenders 2003 - 2007
Matchmaker Mortgage 2001 - 2003
Skills
Account Management, Fixed Annuities, Disability Insurance, Investments, Insurance, Loans, Mortgage Banking, Mortgage Lending, Retirement, Retirement Planning, Sales, Sales Management, Securities, Strategic Financial..., Team Building, IRAs, Series 7
Education
Massasoit Community College 1996 — 1998
Scottrade May 2014 - Present
Santander Investment Services October 2013 - May 2014
Merrill Lynch February 2012 - October 2013
Bloomberg 1997 - 2011
Skills
Bloomberg Terminal, Equity Research, Fixed Income, Financial Markets, Equities, Equity Valuation, Capital Markets, Investments, Series 7, Equity Trading, Trading, Trading Systems, Electronic Trading, Fixed Income Analysis, Portfolio Management, Buy-side, Series 66, Life Insurance, Health Insurance
Education
Rider University
Master of Business Administration (M.B.A.)
Santander Investment Services January 2002 - Present
Independent Financial Services Limited January 2002 - February 2005
Bankmark July 2001 - November 2001
Metlife Investors January 2000 - July 2001
Security First Group January 1996 - December 1999
Education
Penn State University 1998 — 2000
MBA, Business
Penn State University 1991 — 1993
BS, Finance
Zama American High School
Crius Energy, LLC January 2015 - Present
Santander Investment Services November 2011 - November 2014
Prudential Retirement January 2009 - July 2011
Prudential Retirement March 2007 - January 2009
Soverign Bank April 2005 - March 2007
Santander Bank, N.A. April 2003 - April 2005
ING Nederland August 2002 - April 2003
Hartford Life June 2000 - January 2002
Skills
Financial Services, Investments, Insurance, Finance, Retirement, Series 7, Retirement Planning, Securities
Education
University of Connecticut 1997 — 2000
Business
Connecticut School of Broadcasting
Bolton High School
Prudential Corporate College
University of Phoenix
Santander Investment Services March 2014 - Present
Citizens Investment Services March 2009 - March 2014
Education
University of Massachusetts at Lowell
Bachelor's degree
Santander Investment Services November 2012 - December 2014
Independent Financial Advisor April 2008 - October 2012
Santander Investment Services January 2005 - March 2008
New England Financial January 2002 - January 2005
Education
University of Massachusetts, Amherst 1994 — 1998
BS, Finance
Santander Investment Services August 1999 - Present
Education
University of Rhode Island 1983 — 1987
BA, Economics
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Phoenix Financial August 2015 - Present
Phoenix Financial August 2015 - Present
Forefront Advisory LLC August 2014 - July 2015
Santander Investment Services May 2013 - May 2014
Aegis Capital July 2012 - May 2013
JPMorgan Chase June 2011 - February 2012
PNC June 2010 - June 2011
JP Morgan Chase April 2008 - June 2010
Ameriprise Financial Services, Inc. October 2007 - April 2008
Stissing National Bank October 2006 - July 2007
Skills
Retirement Planning, Investments, Series 7, Securities, Asset Allocation, Portfolio Management, Series 63, Financial Services, FINRA, Series 65, Investment Management, Finance, Life Insurance, Bonds, Series 6, Asset Management, Series 24, Wealth Management, Equities, Fixed Income, Risk Management, Investment Advisory, Mutual Funds
Education
American InterContinental University 2003 — 2004
MBA, Marketing
Marist College 1997 — 2000
BS, Finance
Santander Investment Services August 2013 - Present
Cabot Lodge April 2012 - August 2013
JPMorgan Chase February 2008 - April 2009
Citizens Bank November 2007 - January 2008
Victory State Bank 2007 - 2008
Skills
Microsoft Office, Social Networking, Series 7, Series 66, NYS Life, Notary Public
Education
Nassau Community College 2007 — 2010
Susan E Wagner High School 1994 — 1998
Regent Diploma, General Studies
Santander Investment Services March 2013 - Present
BlackRock January 2005 - December 2012
BlackRock 2001 - December 2005
Putnam Investments 1999 - 2001
Putnam Investments 1997 - 1999
Putnam Investments 1995 - 1997
Dean Witter Reynolds 1993 - 1994
Proven Corporation 1988 - 1992
Data General Corporation 1984 - 1988
Skills
Leadership, Cross-functional Team..., Strategy, Process Improvement, Financial Services, Competitive Analysis, Financial Analysis, Business Analysis, Strategic Financial..., Transfer Agency
Education
Boston University Graduate School of Management
Master of Business Administration (M.B.A.), Business Management
University of Vermont
Bachelor of Arts (B.A.), Economics
Citizens Investment Services July 2014 - Present
Santander Investment Services August 2006 - July 2014
Bank of America April 2003 - August 2006
Skills
Onboarding, Training, Licensing, Series 7, Series 24, Series 63, Series 66, Life Insurance License, New Hire Orientations, Microsoft Office, Microsoft Excel, Customer Service, Insurance, Securities, Management
Education
Regis College 1998 — 2002
Bachelor of Arts (BA), Political Science and Economics
Santander Investment Services July 2015 - Present
JPMorgan Chase Bank NA August 2008 - July 2015
JPMorgan Chase Bank NA January 2007 - August 2008
Rite Aid April 2006 - January 2007
Skills
Banking, Financial Planning, Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Wealth Management, Financial Services, Retirement Planning
Education
New York University 2010 — 2011
Certificate in Fianancial Planning
CUNY New York City College of Technology 2002 — 2005
Bachelor of Technology (BTech), Computer Technology/Computer Systems Technology
Santander Investment Services November 2014 - Present
Citizens Investment Services January 2014 - November 2014
Citizens Bank November 2012 - December 2013
Wells Fargo Advisors January 2011 - November 2012
Wells Fargo March 2009 - January 2011
Skills
Financial Advisory, Retirement Planning, Wealth Management..., Banking, Personal Financial..., Series 7, Series 66, Series 6, Series 63, Series 31, Licensed Life Insurance..., Variable Life, Investment Advisory
Education
Drexel University
Bachelor of Science (B.S.), Information Technology
Santander Investment Services January 2015 - Present
HSBC Retail Banking and Wealth Management December 2013 - January 2015
Skills
Banking, Microsoft Office, Risk Management, Financial Analysis, Investments, Business Analysis, Portfolio Management, Strategic Planning, Finance, Financial Services
Education
Boston University 1977 — 1981
BS bachelor of science, communications