Signator Investors, Inc.
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Signator Investors, Inc. Employees
Manulife Asset Management June 2014 - Present
Signator Investors, Inc. December 2007 - June 2014
Skills
Account Management, Customer Service, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Data Analysis, Outlook, Management, Financial Reporting, Microsoft Word, Equities, Fixed Income
Education
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Tuttle Financial Services, Ltd. February 2011 - Present
Kaplan Professional 2005 - Present
Tuttle Financial Services, Ltd. 2003 - Present
Tuttle Financial Services, Ltd. 2003 - Present
The Union League Club of NYC 2011 - 2014
Signator Investors, Inc. 2003 - 2006
Northwestern Mutual Life - Baird 1996 - 2003
Paribas Securities 1994 - 1995
Sumitomo Bank Securities, Inc. 1991 - 1994
The Chase Manhattan Bank 1987 - 1991
Skills
Retirement Planning, Asset Managment, Investments, Securities, Corporate Finance, Strategic Financial..., Portfolio Management, Financial Planners, Tax, Series 7, Wealth Management, Insurance, Asset Management, Fixed Income, Financial Analysis, Estate Planning, Risk Management
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance & Accounting
Colgate University 1966 — 1970
AB, English
Henderson Financial Group, Inc. August 1989 - Present
Signator Investors, Inc. August 1989 - Present
Signator Investors, Inc. August 1989 - Present
Signator Investors, Inc. August 1989 - Present
Skills
401k, Advertising, Alternative Investments, Asset Management, Certified Financial..., Disability Insurance
Education
The American College 1995 — 2000
Insurance and Financial Services
Tennessee State University 1985 — 1989
B.B.A., Economics and Finance
Glencliff Comprehensive High School 1981 — 1985
High School Diploma, General
Signator Investors, Inc. August 2012 - Present
MassMutual Financial Group October 2007 - August 2012
ONESCO 2006 - 2007
Skills
FINRA Series 6,7,63 and..., Due Diligence, Relationship Management, ETFs, Mutual Funds, Marketing, Variable Annuities, Separately Managed..., Financial Advisory, Investments, Series 7, Financial Services, Series 63, Wealth Management, Securities, Asset Management, Retirement Planning, Portfolio Management, Investment Advisory, Insurance
Education
Northern Kentucky University 2004 — 2006
Master of Business Administration (MBA), Finance, General
Gettysburg College 1993 — 1997
Bachelor's degree, Political Science and Government
Signator Investors, Inc. October 2014 - Present
Fidelity Investments March 2014 - October 2014
Fidelity Investments October 2012 - March 2014
Suffolk Construction August 2012 - October 2012
Suffolk Construction September 2011 - October 2012
The Fulton Group April 2010 - September 2010
Skills
Customer Service, Order Processing, Invoice Processing, Purchasing, Inventory Management, Process Improvement, Supply Chain Management, materials analyst, Vendor Management, Building Relationships, Strategic Sourcing, Supply Chain
Education
University of New Hampshire 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
sanborn
General, General Studies
Signator Investors, Inc. October 2011 - Present
Putnam Investments June 2010 - October 2011
Putnam Investments December 2008 - June 2010
Skills
Mutual Funds, Financial Services, Training, Leadership, Series 7, Customer Service, Microsoft Excel, PowerPoint, Process Improvement, Public Speaking, Marketing Communications, Curriculum Design, E-Learning, Camtasia, Articulate Studio, Time Management, Financial Analysis, Instructional Design, Management
Education
Daniel Webster College 2010 — 2012
M.B.A., Management
Bridgewater State University 2004 — 2008
B.S., Management
Signator Investors, Inc. April 2014 - Present
John Hancock Financial Services November 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) March 2012 - November 2013
John Hancock Life Insurance Company (U.S.A.) January 2008 - February 2012
Oarweed 2005 - 2011
Stonewall Kitchen January 2000 - January 2005
Skills
Lotus Notes, Financial Services, Microsoft Excel, SharePoint, Access, Microsoft Word, Leadership, Risk Management
Education
Southern New Hampshire University 2008 — 2011
bachelors, Business Admin
America's Test Kitchen July 2015 - Present
Signator Investors, Inc. 2014 - 2014
Skills
Typography, Color Theory, Information Design, Writing, Languages
Education
Northeastern University 2011 — 2016
Cresskill HIgh School 2007 — 2011
High School Diploma
Signator Investors, Inc. July 2013 - Present
Earlham College August 2010 - Present
Earlham College July 2008 - Present
Earlham College July 2011 - November 2011
Vector Marketing June 2010 - August 2011
Vector Marketing Corporation January 2010 - August 2011
Skills
Investments, Personal Finance, Investment Strategies, Retirement Planning
Education
Christian Brothers University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Earlham College 2008 — 2012
Bachelor of Arts, Business; Comparative Public Management and Org -Industrial/Organizational Psychology
Signator Investors, Inc. July 2013 - Present
Lincoln Financial Network September 2007 - Present
Oce Corporate Printing Division October 2006 - September 2007
Bank of America December 2004 - July 2006
Putnam Investments April 2000 - January 2004
Fidelity Investments August 1998 - September 1999
Skills
Relationship Management, Practice Management, Product Research, General Sales Support, Business Networking, Consultative Sales..., Boston Sports Knowledge, Market Research, Sports, Strategic Partnerships, Sales, Alternative Investments, Marketing, Business Development, Wealth Management, Training, Finance, Management, Leadership, Financial Services, Series 7, Series 63, Investments
Education
Saint Anselm College 1991 — 1995
BA, Criminal Justice
Saint John's Prep, Danvers, MA 1987 — 1991
Signator Investors, Inc. August 2014 - Present
Ameriprise Financial Services, Inc. December 2011 - August 2014
Edward Jones March 2004 - November 2011
Skills
Retirement, Financial Services, Finance, Financial Planning, Leadership, Insurance, Life Insurance, Portfolio Management, Financial Analysis, Retirement Planning
Education
Cincinnati State Technical and Community College 1976 — 1978
Associate's degree, General Sales, Merchandising and Related Marketing Operations
Northern Kentucky University 1975 — 1976
The Frieden Agency May 2013 - Present
Signator Investors, Inc. May 2013 - Present
John Hancock Financial Services May 2013 - Present
Harbor Group 2012 - 2013
Apple Retail 2009 - 2013
Skills
Customer Service, Sales, Teamwork, Leadership, Financial Advisory, Investments, Life Insurance, Insurance, Health Insurance, 401k, Estate Planning, Social Media, Financial Modeling, Real Estate, Microsoft Office, Analysis, Due Diligence, Finance, Financial Analysis
Education
Old Dominion University 2007 — 2011
Bachelor's degree, Finance and Economics
Kempsville High School 2004 — 2007
The American College
Centinel Financial Group, LLC January 1986 - Present
Signator Investors, Inc. 1986 - 2014
Education
Allegheny College 1977 — 1981
Bachelor of Science, Biology, General
Main Street Wealth Group January 2011 - Present
League to Save Lake Tahoe October 2012 - Present
LPL Financial November 2008 - Present
Giordano Wealth Management September 2006 - January 2011
Signator Investors, Inc. September 2006 - November 2008
E*Trade Financial May 2004 - August 2006
Hammer Capital Management, Inc October 2002 - May 2004
720 Capital, LLC June 2001 - October 2002
Skills
Investment Strategies, Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Strategies, Life Planning, Portfolio Management, Investments, Retirement Plans, Retirement Income..., College Savings Plans, Retirement Solutions, Financial Management, Financial Advisory, Retirement, Cash Flow Management, Estate Tax Planning, Tax Reduction Strategies, Portfolio Optimization, Diversification, Portfolio Strategy, 401k, IRA's, IRA Rollovers, 401k Rollovers, Roth IRA
Education
Westmont College 1998 — 2001
Bachelors, Economics - Business
Westmont College 1998 — 2001
Bachelors, Philosophy
University of Nevada-Reno 1997 — 1998
Economics
South Tahoe High School 1993 — 1996
HS Diploma
Signator Investors, Inc. July 2013 - Present
Commonwealth Financial Network November 2010 - July 2013
Commonwealth Financial Network April 2008 - November 2010
Commonwealth Financial Network May 2007 - April 2008
Commonwealth Financial Network November 2005 - May 2007
Ocean Edge Resort & Club, Brewster, MA 2003 - 2005
Skills
FINRA, Securities Regulation, Broker/Dealer Compliance, Investment Advisers Act, NASD, Investment Adviser..., Social Media Compliance, French to English, English to French, Broker-Dealer Compliance, Advertising, Securities, Employee Training, Written & Oral..., Project Management, Series 7, Investments
Education
University of Delaware 2001 — 2005
BA, French Language & Literature
Nauset Regional High School 1997 — 2001
Cape Cod Lighthouse Charter School 1995 — 1997
Signator Investors, Inc. March 2013 - Present
John Hancock Financial Services March 2012 - Present
John Hancock Financial Services 2002 - June 2007
Skills
Strategic Financial..., Forecasting, Financial Reporting, Finance, General Ledger, GAAP, Management, Investments, Income Statement, Financial Services, Risk Management, Insurance, Financial Accounting, Corporate Finance, Managerial Finance, Analysis, Process Improvement, Essbase, Accounting, Financial Analysis
Education
Bryant University 1984 — 1988
B.S. in B.A., Accounting
Southern New Hampshire University
Financial Forensics and Fraud Investigation
Advantus Marketing February 2014 - Present
Weylman Consulting Group February 2014 - Present
Advantus Marketing 2014 - 2015
Advantus Marketing 2014 - 2015
Centinel Financial Group, LLC January 2008 - December 2014
Signator Investors, Inc. 2005 - 2008
New England Financial, A MetLife Company November 1997 - June 2005
Allmerica Financial July 1995 - November 1997
Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership
Education
Bryant University 1991 — 1995
Bachelor of Science, Marketing
Foresight Financial Management July 2014 - Present
NewsLink Indiana August 2013 - May 2014
NewsLink Indiana January 2013 - May 2014
Hamilton County Convention and Visitors Bureau October 2007 - May 2014
Signator Investors, Inc. 2014 - 2014
Hamilton County Convention and Visitors Bureau May 2012 - August 2012
Skills
Media Relations, Social Media, Public Relations, AP Style, Social Media Marketing, Video Editing, Research, Avid Newscutter, Final Cut Pro, Audacity, Copywriting, Blogging, Journalism
Education
Ball State University 2010 — 2014
Bachelor of Arts (B.A.), News-track Journalism/Telecommunications
Signator Investors, Inc. May 2004 - Present
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Mathematics
Client Focused Advisors March 2013 - Present
Signator Investors, Inc. February 2007 - Present
Education
University of Delaware 2001 — 2005
Bachelor of Science, Finance
The Career Place in Woburn 2015 - 2015
Signator Investors, Inc. August 2000 - June 2014
Baybank/BankBoston 1989 - 2000
Skills
Financial Services, Financial Analysis, Mutual Funds, Securities, Finance, Equities, Risk Management, Banking, Process Improvement, Microsoft Office 2013
Education
North Shore Community College 2015 — 2015
Salem State University 1990 — 1994
Bachelor of Science (BS), Office Administration/Accounting
Signator Investors, Inc. May 2015 - Present
Penn State University August 2012 - Present
Penn State University May 2014 - August 2014
Gold and Rizvi P.A., The Idea Attorneys June 2013 - August 2013
West Islip Soccer Camp July 2012 - July 2013
Skills
Research, Public Speaking, Event Planning, Microsoft Excel, Economic Modeling, Economic Research, Microsoft Office, Social Media, Analytical Reasoning, Team Leadership, Team Building, Guided Tours, Facebook, Critical Thinking, Social Networking, Communication
Education
Penn State University 2012 — 2016
Bachelor of Science (B.S.), Bachelor of Philosophy (B.Phil), Economics, Business and Legal Studies
West Islip High School 2008 — 2012
New York State Regents Diploma with Distinction
Signator Investors, Inc. December 2014 - Present
Jerry Remys bar and grille on the Waterfront May 2012 - Present
Signator Investors, Inc. April 2014 - December 2014
Securitas March 2013 - June 2013
Massachusetts General Hospital November 2011 - January 2012
Skills
Restaurants, Food & Beverage, Food Service, Hospitality, Customer Service, Food, Catering, Menu Development, Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Restaurant Management, Hospitality Management
Education
Bunker Hill Community College 2014 — 2016
N/A, Radiologic Technology/Science - Radiographer
Rhode Island College 2012 — 2012
N/A, Radiologic Technology/Science - Radiographer
Signator Investors, Inc. December 2012 - Present
Capital Analysts of New England 2005 - 2011
Capital Analysts of New England 2001 - 2005
Capital Analysts of New England 1995 - 2001
Capital Analysts of New England August 1992 - 1995
Skills
Investments, Series 7, Investment Advisory, Mutual Funds, Fixed Annuities, Financial Advisory, Asset Allocation, Insurance, Equities, Series 24, Financial Services, Employee Benefits, FINRA
Education
Bridgewater State College 1986 — 1987
Bachelor of Science, Management
University of Massachusetts Dartmouth 1983 — 1985
BA, Marketing
Signator Investors, Inc. October 2002 - Present
John Hancock Financial Services October 2002 - Present
Skills
Mutual Funds, Insurance, Financial Analysis, Strategy, Retirement Planning, Wealth Management, Investments, Finance, Estate Planning, Strategic Planning, New Business Development, Leadership, 401k, IRAs, College Savings Plans, Pensions, Investment Strategies, Buy-sell Agreements
Education
Penn State University 2011 — 2013
Master of Business Administration (M.B.A.), Smeal College of Business, Finance, Strategic Management
Virginia Military Institute 1998 — 2002
B.A. Economics & Business
Valley Forge Military Academy & College 1996 — 1998
High School, Leadership and Military Science
Signator Investors, Inc. August 2014 - Present
Santander Bank, N.A. August 2013 - August 2014
New York Life Insurance Company August 2012 - August 2013
Skills
Financial Modeling, Financial Analysis, Economics, Portfolio Management, Finance, Fixed Income, Corporate Finance, Quantitative Analytics, Investments, Valuation, Stata, Mutual Funds, Asset Management, Equity Research, Financial Planning, Bloomberg, Data Analysis, Financial Services, Securities, Accounting, Insurance, Microsoft Office, Analysis
Education
Brandeis International Business School 2010 — 2012
Master of Arts (M.A.), International Economics & Finance
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Brandeis University 2007 — 2011
Bachelor of Arts (B.A.), Business/Commerce, General
Sanborn Regional High School
Russell Investments March 2008 - Present
Franklin Templeton Investments 2006 - 2008
T. Rowe Price 2003 - 2006
Signator Investors, Inc. 2002 - 2003
Education
University of Florida 1999 — 2002
Bachelor of Arts
Merrill Lynch November 2001 - Present
Signator Investors, Inc. July 1993 - November 2001
Cucitrone Insurance & Financial Group September 1982 - November 2001
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Finance, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, Retirement
Education
College for Financial Planning
CFP Professional Education Program
Westminster College (PA)
Bachelor of Science (BS), Business Administration and Management, General
Signator Investors, Inc. February 2015 - Present
John Hancock Financial Services January 2014 - February 2015
University of New Hampshire September 2012 - May 2014
University of New Hampshire, Department of Mathematics and Statistics September 2012 - May 2014
UNH Connect August 2011 - May 2014
Abercrombie & Fitch September 2011 - March 2012
University of New Hampshire September 2010 - May 2011
Granite State Credit Union July 2009 - August 2009
Skills
Broker-Dealer Operations, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Teamwork, Finance, Research, Public Speaking, Peer Mentoring, Social Media, Microsoft Office, Coaching, Leadership, Data Analysis, Customer Service, Financial Analysis, Financial Services, Highly detail oriented, Financial Transactions, Fixed Annuities, Variable Annuities
Education
Southern New Hampshire University 2014 — 2016
Master of Business Administration (M.B.A.)
University of New Hampshire - Peter T. Paul College of Business and Economics 2010 — 2014
Bachelor of Business Administration (B.B.A.), Duel options in Finance & Management
Manulife Asset Management, Private Assets May 2013 - May 2015
Manulife Asset Management September 2014 - January 2015
Manulife Asset Management, US May 2008 - May 2013
John Hancock Financial Services April 2006 - May 2008
Signator Investors, Inc. 1999 - 2006
Brown Brothers Harriman 1997 - 1999
Skills
Investments, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Management, Operations Management, Business Analysis, Risk Management, Bloomberg, New Business Development, Project Management, Capital Markets, Securities, Mutual Funds, Product Launch, Acquisition Integration, Financial Modeling
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
Master of Business Administration (MBA), Masters of Business Administration - general management leadership
University of Vermont 1986 — 1990
Bachelor of Arts (B.A.), Economics
Signator Investors, Inc. November 2014 - Present
Lincoln Financial Securities January 2007 - November 2014
Skills
Series 24, Series 4, Seires 53, Series 7, Series 6, Series 63, Variable Annuities, Securities, Mutual Funds, Fixed Annuities, Investment Advisory, Retirement, IRAs, Financial Advisory, Strategic Financial..., Investment Strategies, Investments
Education
La Salle University 1994 — 1998
Bachelor of Arts (BA), Political Science and Government
Signator Investors, Inc. October 2014 - Present
Signator Investors, Inc. April 2014 - October 2014
John Hancock Financial Services January 2013 - April 2014
University of New Hampshire September 2012 - December 2012
Service Credit Union May 2012 - September 2012
Skills
Stata, Excel, Microsoft Office, Word, PowerPoint, Access, Research, HTML, Market Research, Social Media Marketing, Microsoft Excel, Financial Reporting, Strategic Financial..., Economic Research, Prezi, CSS, Equities, Fixed Annuities, Financial Analysis, Microsoft Word, Customer Service, Teamwork, Leadership, Finance, Data Analysis, Financial Planning
Education
University of New Hampshire 2009 — 2013
BS, Economics
University of New Hampshire -- Peter T. Paul College of Business and Economics 2009 — 2013
Signator Investors, Inc. February 2011 - Present
Texas A&M International University June 2009 - August 2010
Texas A&M International University May 2009 - October 2009
Education
Texas A&M International University 2009 — 2010
Master of Business Administration, International Business
Texas A&M International University 2005 — 2009
Bachelor in Science
Signator Investors, Inc. April 2014 - Present
John Hancock Financial Network August 2011 - April 2014
Skills
Trend Analysis, Leading Meetings, Ad Hoc Reporting, MS Excel Pivot Tables, Expense Reports, Quarterly Reporting, Budget Process, Budget Reconciliation, Data Reconciliation, Expense Budget..., Budget Forecasts, Business Development, Asset Based Finance, Operating Expenses, Essbase, General Ledger, Field Operations, Trend Forecasting, Financial Reporting, Data Mining, Lawson General Ledger, Project Leadership, Headcount Reporting, Training, Analysis, Process Improvement, WebEx, Performance Management, Microsoft Excel, Data Analysis, Customer Service, Networking, Deferred Compensation, Teamwork, Microsoft Office, Lotus Notes, PowerPoint, Payroll, Call Centers, Microsoft Word, Management, Insurance, Employee Benefits, Employee Relations, PeopleSoft, Sales, Policy, Time Management, Finance
Education
Iona College
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Needham High School
Signator Investors, Inc. November 2013 - Present
Army National Guard July 2012 - Present
Members Financial Services July 2013 - November 2013
Investors Capital April 2012 - June 2013
Sovereign Bank September 2011 - February 2012
John Hancock November 2010 - June 2011
Merrill Lynch September 2007 - October 2010
Upromise 2010 - 2010
Fidelity Investments January 2006 - January 2007
American General Financial Services 2004 - 2005
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Financial Advisory, Financial Services, Series 65, Trading, Insurance, Finance, Securities, Retirement Planning, Annuities, Sales Support, Inside Sales, Retail Management, Uniform Combined State..., FINRA, Retirement, Variable Annuities, Investment Advisory, Equities, IRAs, Life Insurance, Sales, Series 24
Education
Franklin Pierce University 2003 — 2005
MBA, Leadership in Management
Keene State College 1998 — 2002
BS, Management
salem high school 1994 — 1998
Merrimack College
CFP Coursework, CFP prep
Signator Investors, Inc. September 2014 - Present
Signator Investors, Inc. December 2012 - September 2014
Signator Investors, Inc. January 2011 - December 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - January 2011
John Hancock Life Insurance Company (U.S.A.) March 2008 - August 2010
Aviva Life Insurance July 2006 - September 2007
Aviva Life Insurance January 2006 - July 2006
Alabiso Woodworking November 1999 - January 2006
Skills
Customer Service, New Business Development, Insurance, Finance, Process Improvement, Financial Analysis, Strategic Financial..., Microsoft Excel, Business Analysis, Investments, Financial Services, Life Insurance, Risk Management
Education
Bridgewater State College 2003 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Norwell High School 1994 — 1998
Signator Investors, Inc. December 2014 - Present
Signator Investors, Inc. January 2011 - Present
John Hancock Financial Services June 2007 - February 2011
John Hancock April 2006 - May 2007
John Hancock November 2000 - March 2006
John Hancock Annuities 2000 - 2006
Skills
Financial Services, Project Portfolio..., PMO, Vendor Management, Relationship Management, Business Analysis, Marketing Strategy, Process Improvement, Series 6, Business Strategy, Business Process..., Business Development, Management, CRM, Social Media, PMP, Change Management, Business Planning, Series 7
Education
Tufts University - The Fletcher School of Law and Diplomacy 1998 — 1999
MALD, International Business Relations
University of Vermont 1989 — 1993
BA, European History
Signator Investors, Inc. March 2015 - Present
Investors Capital Corporation January 2009 - March 2015
Edward Jones June 2002 - January 2009
Signature Estate and Investment Advisors, LLC June 2001 - July 2002
AppDev 1997 - 1999
Skills
Retirement Planning, Independent Investment..., Executive-Level..., Business Continuity..., Business Legacy Planning, Strategic Financial..., Investments, Retirement, Financial Advisory, Finance, Financial Services, Fixed Annuities, Asset Allocation, Estate Planning, Securities, 401k, Customer Service, Mutual Funds, Financial Planners, Series 7, Wealth Management, Investment Advisory, Personal Finance
Education
California Lutheran University 2006 — 2009
MBA in FP, Financial Planning
Pepperdine University 1998 — 2002
Bachelor's of Science, Business Adminstration
Eden Prairie 1994 — 1998
Oakbrook Solutions January 2015 - August 2015
Signator Investors, Inc. March 2010 - December 2014
State Street Bank July 2000 - December 2007
Skills
Management, Operations Management, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Analysis, Securities, Teamwork, Customer Service, Relationship Management
Education
Fisher College 2012 — 2016
Bachelor's Degree, Accounting
Creative Financial Group of NJ May 2013 - Present
Signator Investors, Inc. October 2008 - May 2013
Daidone Fanelli Associates, LLC October 2008 - May 2013
Volume Interactions Pte Ltd, A Bracco AMT Company January 2007 - September 2008
Bracco Diagnostics 1997 - 2008
Skills
Product Development, Global Marketing, Brand Management, Competitive Analysis, Health Insurance, Market Analysis, Marketing Strategy, Long-term Care, Strategy, Medical Devices, Product Marketing, Insurance, Cross-functional Team..., Sales Management, New Business Development, Market Development, Business Strategy, Management, Sales, Business Planning, Product Launch, Strategic Planning, Business Development, Marketing, Finance, Disability Insurance, Retirement Planning, Series 7, Investments
Education
Fairleigh Dickinson University
Master of Science (MS), Biomedical/Medical Engineering
Polytechnic University
Bachelor of Science (BS), Industrial Engineering
Merrill Edge December 2012 - Present
Signator Investors, Inc. November 2010 - November 2012
Edward Jones August 2010 - November 2010
Advance Auto Parts May 2009 - February 2010
McGovern Insurance Agency September 2006 - May 2009
Liberty Mutual Insurance 2002 - 2005
Skills
Commercial Insurance, Finance, Retirement Planning, Fixed Annuities, Insurance, Series 63, Series 7, Life Insurance, Strategic Financial..., Investments, Mutual Funds, Securities
Education
Susquehanna University 1993 — 1997
B.A., Mass Communications/Public Relations
Signator Investors, Inc. 2011 - 2015
John Hancock Financial Services 2008 - 2011
Manulife Financial / John Hancock Financial Services 2001 - 2008
Sun Life Financial 1995 - 2000
North American Life 1994 - 1995
London Life 1988 - 1993
Skills
Retirement, Retirement Planning, Mutual Funds, Relationship Management, Employee Benefits, Investments, Pensions, Investment Advisory, Asset Allocation
Education
Adler School of Professional Coaching
Coaching
McMaster University
Bachelor of Commerce
The University of Western Ontario
Certficat de francais pratique
Wilfrid Laurier University
Human Resource Development
Northstar Wealth Partners August 2015 - Present
Northstar Wealth Partners May 2014 - August 2015
Signator Investors, Inc. October 2009 - May 2014
John Hancock Financial Network May 2007 - October 2009
John Hancock Financial Services December 2005 - May 2007
Lincoln Financial Group October 2004 - December 2005
Education
Eastern Connecticut State University 2000 — 2004
Bachelors of Arts, English
Signator Investors, Inc. March 2014 - Present
Marsh & McLennan Companies, Inc. January 2010 - April 2012
Mercer January 2007 - April 2012
Mercer May 2006 - January 2007
Putnam Investments September 2002 - May 2006
Fidelity Investments January 1992 - January 2002
Skills
Brokerage, Retirement, Retirement Planning, Investments, Investment Management, Compliance, 401k, 401k Rollovers, Corporate Benefits, Asset Managment, Asset Allocation, Financial Services, Series 7, Series 24, Series 65, Series 63, Series 4, Series 8, Series 53, Series 55, External Audit, Internal Audit, Project Management, Management, Risk Management, Operations Management, Sales Management, Business Relationship..., Training, FINRA, Securities Regulation, Strategic Sales, Securities, Defined Contribution, Options, Investment Advisory
Education
Salem State University
Signator Investors, Inc. September 2013 - Present
John Hancock Financial Services June 2012 - September 2013
Trilogy Financial Services September 2009 - June 2012
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Estate Planning, Series 63, Financial Advisory, Series 7, Asset Allocation, Portfolio Management
Education
Penn State University 2003 — 2007
BS, Economics
Phillips Exeter Academy 2000 — 2003
Signator Investors, Inc. 1995 - 2015
Education
University of North Florida 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Colorado Technical University 2010 — 2013
Bachelor's Degree, Financial Planning and Services, 4.0
Bainbridge-Guilford High School 1972 — 1976
High School, General Studies
Signator Investors, Inc. November 2010 - June 2015
John Hancock Annuities November 2007 - November 2010
John Hancock Investments August 2004 - November 2007
Skills
Microsoft SQL Server, SDLC, VB.NET, SharePoint, Business Analysis, SQL, Visio, TIBCO Business Studio, Entity Framework, Design Patterns, SOA, Software Development, ASP.NET MVC, Oracle SQL Developer, Crystal Reports, Web Development, ASP.NET, AJAX, Database Design, Requirements Gathering, .NET, Project Management, Databases, Systems Analysis, C#, XML
Education
Northeastern University 1999 — 2004
MS, Management Information Systems
Boston Latin Academy 1996 — 1999
Diploma, High School
Signator Investors, Inc. January 2015 - Present
John Hancock Financial Services August 2010 - December 2014
John Hancock Financial Services August 2007 - February 2011
John Hancock Financial Services July 2006 - August 2007
Skills
Account Management, Client Services, Customer Experience, Marketing Strategy, Brand Management, Marketing Research, Strategic Planning, Financial Services, Project Management
Education
Babson College 2009 — 2012
in MBA, Marketing
Fairfield University 2002 — 2006
Bachelor of Arts, Liberal Arts and Sciences, General Studies and Humanities
ICF International November 2012 - Present
Serco - North America November 2010 - November 2012
ManTech International 2008 - 2010
Lockheed Martin August 2005 - May 2009
Lockheed Martin January 2001 - 2004
Signator Investors, Inc. 1999 - 2001
Education
The George Washington University - School of Business 2004 — 2007
MBA, MBA
Virginia Polytechnic Institute and State University 1995 — 1999
BS
Centinel Financial Group, LLC April 2013 - Present
UBS February 2009 - April 2013
Smith Barney 1999 - 2009
Signator Investors, Inc. 1994 - 1999
Education
University of South Florida 1989 — 1993
Bachelor of Arts (B.A.)
Barnstable High School 1986 — 1988
Wells Fargo Advisors, LLC. March 2008 - Present
WAMU Investments, Inc. May 2005 - March 2008
Banc of America Investments Services, Inc. November 2003 - May 2005
WM Financial Services, Inc. July 2002 - November 2003
Signator Investors, Inc. October 1988 - July 2002
John Hancock Mutual Life Insurance Company October 1988 - May 1997
Education
Santa Clara University 1984 — 1988
Bachelor's degree, Finance, General
Self-employed June 2004 - Present
Signator Investors, Inc. December 1997 - July 2003
University of Puerto Rico, Utuado August 1993 - May 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales Management, Team Building, Public Speaking, Leadership, Budgets, Food, Negotiation, Marketing Strategy, Strategic Planning, Business Strategy, Product Development, New Business Development, Sales
Education
Inter-American University of Puerto Rico-San Germán Campus 1993 — 1995
Master of Business Administration (M.B.A.), Finance
University of Puerto Rico-Mayaguez 1987 — 1990
Master of Science (MS), Animal Nutrition
Signator Investors, Inc. June 2011 - Present
Skills
Insurance, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Retirement, Financial Services, Disability Insurance, Long-term Care, 401k, Term Life Insurance, Estate Planning, Employee Benefits, Health Insurance
Education
Monroe Community College 1980 — 1982
Signator Investors, Inc. Registed Financial RepresentativeSignator InvestorsJuly 2013 - Present
Education
University at Albany, SUNY 2012 — 2013
Master’s Degree
State University of New York College at Plattsburgh 2006 — 2010
Bachelor’s Degree