Santander Investment Services

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Santander Investment Services Employees

Employee
Years
Job
Industry
Vladimir Vinokurov Vladimir Vinokurov Greater New York City Area Details
Vladimir Vinokurov's Santander Investment Services Experience December 2014 - Present
Job Senior Financial Consultant
Industry Banking
Experience
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

Timothy Harding Timothy Harding Bayside, New York Details
Timothy Harding's Santander Investment Services Experience September 2013 - Present
Job Senior Vice President at Santander Investment Services
Industry Financial Services
Experience
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

Brian Argiro Brian Argiro Providence, Rhode Island Area Details
Brian Argiro's Santander Investment Services Experience July 2013 - September 2014
Job Vice President Financial Advisor
Industry Investment Banking
Experience
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

N. Alex Amparo N. Alex Amparo Providence, Rhode Island Area Details
N. Alex Amparo's Santander Investment Services Experience June 2013 - October 2014
Job VicePresident Financial Consultant
Industry Investment Management
Experience
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

Brian Dudley Brian Dudley Greater Boston Area Details
Brian Dudley's Santander Investment Services Experience April 2009 - Present
Job Vice President at Santander Investment Services
Industry Financial Services
Experience
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

Paco Robles Paco Robles Boston, Massachusetts Details
Paco Robles's Santander Investment Services Experience September 2012 - May 2013
Job Managing Partner at INGENIA | Talent Solutions (Seeliger & Conde Group)
Industry Staffing and Recruiting
Experience
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

Seth Berkowitz Seth Berkowitz Greater New York City Area Details
Seth Berkowitz's Santander Investment Services Experience June 2015 - Present
Job VP Financial Consultant at SANTANDER INVESTMENT SERVICES
Industry Banking
Experience
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

Peter Cuddy Peter Cuddy Providence, Rhode Island Area Details
Peter Cuddy's Santander Investment Services Experience October 2014 - April 2015
Job Financial Consultant at Santander Investments
Industry Financial Services
Experience
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

David Lahey David Lahey Greater Boston Area Details
David Lahey's Santander Investment Services Experience August 2013 - April 2014
Job Financial Services Professional
Industry Financial Services
Experience
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

Pablo Rubio Pablo Rubio New York, New York Details
Pablo Rubio's Santander Investment Services Experience February 2014 - Present
Job Vice President Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
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

Peter Yaffe, MBA Peter Yaffe, MBA Greater Boston Area Details
Peter Yaffe, MBA's Santander Investment Services Experience November 2014 - Present
Job Financial Adviser offering Financial Services & Insurance for individuals, families, businesses & professionals..
Industry Financial Services
Experience
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

Charlie Wermuth Charlie Wermuth Greater Philadelphia Area Details
Charlie Wermuth's Santander Investment Services Experience January 2015 - Present
Job National Sales Director at Bank Investment Services
Industry Financial Services
Experience
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

John Franzago John Franzago Falmouth, Massachusetts Details
John Franzago's Santander Investment Services Experience March 2012 - Present
Job Financial Consultant Vice President
Industry Financial Services
Experience
Santander Investment Services   March 2012 - Present

Education
Suffolk University - Sawyer School of Management   2002 — 2006

Michael J. Hickey Michael J. Hickey Lewisburg, Pennsylvania Details
Michael J. Hickey's Santander Investment Services Experience September 2013 - Present
Job Financial Consultant at Santander Investment Services
Industry Financial Services
Experience
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

Alan Horvitz Alan Horvitz Orleans, Massachusetts Details
Alan Horvitz's Santander Investment Services Experience 2013 - 2014
Job Business Owner
Industry Retail
Experience
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

Jay Rubman Jay Rubman Hartford, Connecticut Area Details
Jay Rubman's Santander Investment Services Experience July 2014 - August 2015
Job Investment Advisor Representative & Insurance Agent
Industry Financial Services
Experience
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

Safet Musovic Safet Musovic Greater New York City Area Details
Safet Musovic's Santander Investment Services Experience May 2012 - May 2015
Job Financial Advisor VP of Investments
Industry Financial Services
Experience
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

Craig Carlisle Craig Carlisle Greater New York City Area Details
Craig Carlisle's Santander Investment Services Experience September 2012 - Present
Job Vice President Investment Sales Coordinator at Santander Investment Services
Industry Financial Services
Experience
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

Maria M. Holmes, MBA, CFP Maria M. Holmes, MBA, CFP Houston, Texas Details
Maria M. Holmes, MBA, CFP's Santander Investment Services Experience August 2013 - August 2014
Job President BBVA Wealth Solutions and Executive Vice President, Director of Asset Management and Trust
Industry Financial Services
Experience
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

Phillip Carberry Phillip Carberry Greater Boston Area Details
Phillip Carberry's Santander Investment Services Experience January 2013 - January 2014
Job
Industry Automotive
Experience
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

Daniel P. Kelleher, Jr. Daniel P. Kelleher, Jr. Greater New York City Area Details
Daniel P. Kelleher, Jr.'s Santander Investment Services Experience September 2013 - Present
Job Financial Advisor at Santander Investment Services
Industry Financial Services
Experience
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

Vincenzo Stuto Vincenzo Stuto Greater Boston Area Details
Vincenzo Stuto's Santander Investment Services Experience August 2010 - Present
Job Vice President at Santander Investment Services
Industry Investment Management
Experience
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

Ty Wilkinson Ty Wilkinson Harrisburg, Pennsylvania Area Details
Ty Wilkinson's Santander Investment Services Experience March 2009 - Present
Job Vice President at Santander Investment Services
Industry Financial Services
Experience
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

Zachary Leighton Zachary Leighton Greater Boston Area Details
Zachary Leighton's Santander Investment Services Experience January 2013 - July 2014
Job Vice President, Financial Consultant at CITIZENS INVESTMENT SERVICES
Industry Financial Services
Experience
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

Victor Kossowicz Victor Kossowicz Greater New York City Area Details
Victor Kossowicz's Santander Investment Services Experience October 2013 - May 2014
Job Innvestment Consultant
Industry Financial Services
Experience
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.)

Kumi Berkheimer-Smalanskas Kumi Berkheimer-Smalanskas Harrisburg, Pennsylvania Area Details
Kumi Berkheimer-Smalanskas's Santander Investment Services Experience January 2002 - Present
Job SVP Santander Investment Services
Industry Financial Services
Experience
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

Shantay Canada Shantay Canada Hartford, Connecticut Area Details
Shantay Canada's Santander Investment Services Experience November 2011 - November 2014
Job Consultant
Industry Consumer Goods
Experience
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

Laureen Landgren Laureen Landgren Providence, Rhode Island Area Details
Laureen Landgren's Santander Investment Services Experience March 2014 - Present
Job Senior Vice President, Regional Sales Manager at Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services   March 2014 - Present
Citizens Investment Services  March 2009 - March 2014

Education
University of Massachusetts at Lowell
Bachelor's degree

Chad Colpitts Chad Colpitts Greater Boston Area Details
Chad Colpitts's Santander Investment Services Experience November 2012 - December 2014
Job Registered Representative
Industry Financial Services
Experience
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

Stephen Volpe Stephen Volpe Seekonk, Massachusetts Details
Stephen Volpe's Santander Investment Services Experience August 1999 - Present
Job Senior Vice President Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services   August 1999 - Present

Education
University of Rhode Island   1983 — 1987
BA, Economics

Christopher Cordeiro, CIMA® Christopher Cordeiro, CIMA® West Newbury, Massachusetts Details
Christopher Cordeiro, CIMA®'s Santander Investment Services Experience April 2014 - April 2015
Job Fidelity Investments
Industry Financial Services
Experience
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

Demitrios Hallas Demitrios Hallas New York, New York Details
Demitrios Hallas's Santander Investment Services Experience May 2013 - May 2014
Job Vice PresidentFinancial Advisor Phoenix Financial
Industry Financial Services
Experience
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

Adam Rachman Adam Rachman Greater New York City Area Details
Adam Rachman's Santander Investment Services Experience August 2013 - Present
Job Associate Financial Advisor Asst VP at Santander Investment Services
Industry Financial Services
Experience
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

Chris Loew Chris Loew Boston, Massachusetts Details
Chris Loew's Santander Investment Services Experience March 2013 - Present
Job FINANCIAL SERVICES LEADERSHIP
Industry Financial Services
Experience
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

Susan Lavoie Susan Lavoie Greater Boston Area Details
Susan Lavoie's Santander Investment Services Experience August 2006 - July 2014
Job
Industry Financial Services
Experience
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

Calvin Y Zhao, CFP® Calvin Y Zhao, CFP® New York, New York Details
Calvin Y Zhao, CFP®'s Santander Investment Services Experience July 2015 - Present
Job Vice President at Santander Securities
Industry Financial Services
Experience
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

Steve Talley Steve Talley Lansdale, Pennsylvania Details
Steve Talley's Santander Investment Services Experience November 2014 - Present
Job Financial Advisor Vice President at Santander Investment Services
Industry Financial Services
Experience
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

Peter Dubin Peter Dubin Brooklyn, New York Details
Peter Dubin's Santander Investment Services Experience January 2015 - Present
Job Vice President Financial Advisor Santander Investment Services
Industry Financial Services
Experience
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