Signature Financial Group
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Signature Financial Group Employees
Employee
Years
Job
Industry
Cassady Hudson Cassady Hudson's Signature Financial Group Experience October 1999 - November 2000
Job Staff Accountant at StumbleUpon
Industry Wireless
Experience
StumbleUpon September 2014 - Present
SendMe, Inc. February 2012 - August 2014
Hands-On Mobile May 2006 - February 2012
ATEL Financial November 2000 - April 2006
Signature Financial Group October 1999 - November 2000
CG Leasing February 1998 - September 1999
Various Companies 1992 - January 1998
Skills
Excel, Access, Great Plains, Great Plains Software, Financial Reporting, Microsoft Excel, Accounting, Account Reconciliation, Process Improvement, Auditing, Finance, Accounts Receivable, Accounts Payable
Education
Diablo Valley College 2010 — 2011
Accounting
Chabot College
Some College
StumbleUpon September 2014 - Present
SendMe, Inc. February 2012 - August 2014
Hands-On Mobile May 2006 - February 2012
ATEL Financial November 2000 - April 2006
Signature Financial Group October 1999 - November 2000
CG Leasing February 1998 - September 1999
Various Companies 1992 - January 1998
Skills
Excel, Access, Great Plains, Great Plains Software, Financial Reporting, Microsoft Excel, Accounting, Account Reconciliation, Process Improvement, Auditing, Finance, Accounts Receivable, Accounts Payable
Education
Diablo Valley College 2010 — 2011
Accounting
Chabot College
Some College
Dave Katzman Dave Katzman's Signature Financial Group Experience May 2015 - Present
Job Intern at Newmark Grubb Knight Frank
Industry Entertainment
Experience
Newmark Grubb Knight Frank June 2015 - Present
Signature Financial Group May 2015 - Present
Katzman and Company May 2014 - August 2014
Gulpwater and Hydration Education Foundation, Inc May 2014 - June 2014
Skills
Social Media, Marketing, Microsoft Office, Event Planning, Management, Social Media Marketing, Customer Service, Event Management, Social Networking, Entertainment
Education
Tulane University 2013 — 2017
Finance & Film Studies
Ridgewood High School 2009 — 2013
High School
Newmark Grubb Knight Frank June 2015 - Present
Signature Financial Group May 2015 - Present
Katzman and Company May 2014 - August 2014
Gulpwater and Hydration Education Foundation, Inc May 2014 - June 2014
Skills
Social Media, Marketing, Microsoft Office, Event Planning, Management, Social Media Marketing, Customer Service, Event Management, Social Networking, Entertainment
Education
Tulane University 2013 — 2017
Finance & Film Studies
Ridgewood High School 2009 — 2013
High School
Aimee Morrison, MBA, CFE Aimee Morrison, MBA, CFE's Signature Financial Group Experience September 2010 - February 2012
Job Financial Planner | Financial Analyst | 7404033461 | aimeemorrison81@gmail.com
Industry Financial Services
Experience
CHASE WEALTH MANAGEMENT February 2012 - Present
SIGNATURE FINANCIAL GROUP September 2010 - February 2012
SIGNATURE FINANCIAL GROUP February 2009 - September 2010
NEWARK ADVOCATE January 2007 - January 2009
NEWARK ADVOCATE December 2003 - January 2007
Skills
Securities, FINRA, Mutual Funds, Equities, AML, Series 7, Series 24, Series 53, Series 66, Financial Services, Risk Management, Insurance, Securities Regulation, Investments, Due Diligence, Financial Risk, Corporate Governance, Cost Accounting, Strategic Financial..., Accounting, Account Reconciliation, Management, Financial Planning
Education
Otterbein University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Otterbein College 2004 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Central Ohio Technical College 1999 — 2001
Associate of Arts and Sciences (AAS), Accounting Technology/Technician and Bookkeeping
CHASE WEALTH MANAGEMENT February 2012 - Present
SIGNATURE FINANCIAL GROUP September 2010 - February 2012
SIGNATURE FINANCIAL GROUP February 2009 - September 2010
NEWARK ADVOCATE January 2007 - January 2009
NEWARK ADVOCATE December 2003 - January 2007
Skills
Securities, FINRA, Mutual Funds, Equities, AML, Series 7, Series 24, Series 53, Series 66, Financial Services, Risk Management, Insurance, Securities Regulation, Investments, Due Diligence, Financial Risk, Corporate Governance, Cost Accounting, Strategic Financial..., Accounting, Account Reconciliation, Management, Financial Planning
Education
Otterbein University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Otterbein College 2004 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Central Ohio Technical College 1999 — 2001
Associate of Arts and Sciences (AAS), Accounting Technology/Technician and Bookkeeping
Daniel Shea Daniel Shea's Signature Financial Group Experience 1993 - 1996
Job Senior Consultant at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Robert Half Management Resources October 2014 - May 2015
State Street Bank 2007 - 2013
Investors Bank & Trust 1996 - 2007
Signature Financial Group 1993 - 1996
Putnam Investments 1985 - 1993
Skills
Fund Administration, Treasury Services, Financial Reporting, Fund Accounting, Mutual Funds, Hedge Funds, Financial Services, Alternative Investments, Due Diligence, Business Development..., Investment Compliance, SOX Compliance, Project Management, Sarbanes-Oxley Act, Internal Controls, Fixed Income, Equities, Asset Management, Investments, Securities, Portfolio Management
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Brian Palinski Brian Palinski's Signature Financial Group Experience 1995 - 1996
Job IT Program Manager at EMC
Industry Information Technology and Services
Experience
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
EMC 2010 - Present
Syntel 2009 - 2010
State Street 2007 - 2009
Investors Bank & Trust 2004 - 2007
Investors Bank & Trust 2001 - 2004
Investors Bank & Trust 1999 - 2001
Investors Bank & Trust 1996 - 1999
Signature Financial Group 1995 - 1996
State Street Bank 1994 - 1995
Skills
SDLC, Program Management, Project Management, Software Project..., Vendor Management, Business Analysis, PMP, Software Development, Business Process, Enterprise Architecture, IT Strategy, Requirements Analysis, Management, Team Management, PMO, Project Planning, Integration, Analysis, Leadership, Security, Strategic Planning, Project Portfolio..., IT Operations, Information Technology, IT Management, Risk Management, Disaster Recovery, ITIL, Business Application..., Applications Software..., Resource Management, Project Delivery, Mutual Funds, Business Intelligence, Data Center, Mitigation, Mentoring, Financial Reporting
Education
Clark University 2011 — 2016
Master of Business Administration
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1994
Bachelor of Business Administration
Beverly High School 1986 — 1990
Angela Braman's Signature Financial Group Experience 1992 - 1994
Job Associate Director of Major Gifts at Boys & Girls Clubs of Boston
Industry Nonprofit Organization Management
Experience
Boys & Girls Clubs of Boston September 2011 - Present
The Meadowbrook School of Weston July 2004 - Present
The Pan-Massachusetts Challenge July 2006 - January 2011
Dana-Farber Cancer Institute 1992 - 1994
Signature Financial Group 1992 - 1994
Baring Asset Management 1987 - 1989
County NatWest Investment Bank 1985 - 1987
Fidelity International, Ltd 1982 - 1985
Education
Boston University 1990 — 1992
BA, International Relations with Distinction, Summa Cum Laude
West Kent College 1980 — 1982
Business Education Council National Diploma, Business Studies with Distinction
Boys & Girls Clubs of Boston September 2011 - Present
The Meadowbrook School of Weston July 2004 - Present
The Pan-Massachusetts Challenge July 2006 - January 2011
Dana-Farber Cancer Institute 1992 - 1994
Signature Financial Group 1992 - 1994
Baring Asset Management 1987 - 1989
County NatWest Investment Bank 1985 - 1987
Fidelity International, Ltd 1982 - 1985
Education
Boston University 1990 — 1992
BA, International Relations with Distinction, Summa Cum Laude
West Kent College 1980 — 1982
Business Education Council National Diploma, Business Studies with Distinction
Melissa Cannizzaro Melissa Cannizzaro's Signature Financial Group Experience August 2003 - Present
Job Managing Partner at Signature Financial Group
Industry Financial Services
Experience
Signature Financial Group August 2003 - Present
UBS March 1999 - August 2003
UBS Investment Bank February 1999 - August 2003
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Planning, Investments, Financial Advisory, Retirement, Securities, Finance, Financial Planners, Real Estate, Estate Planning, Personal Finance, Wealth Management, Series 7, Asset Management, Alternative Investments, Portfolio Management, Management, Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance
Education
Ramapo College of New Jersey 1992 — 1996
BA, Economics
Signature Financial Group August 2003 - Present
UBS March 1999 - August 2003
UBS Investment Bank February 1999 - August 2003
Skills
Strategic Financial..., Retirement Planning, Retirement Plan..., Financial Planning, Investments, Financial Advisory, Retirement, Securities, Finance, Financial Planners, Real Estate, Estate Planning, Personal Finance, Wealth Management, Series 7, Asset Management, Alternative Investments, Portfolio Management, Management, Insurance, Financial Services, Fixed Annuities, Long Term Care Insurance
Education
Ramapo College of New Jersey 1992 — 1996
BA, Economics
Eric Delaney Eric Delaney's Signature Financial Group Experience February 2010 - Present
Job CFP, Vice President
Industry Financial Services
Experience
Signature Financial Group February 2010 - Present
Wachovia, A Wells Fargo Company September 1999 - January 2010
AXA Advisors November 1996 - August 1999
Skills
Retirement Planning, Investments, Fixed Annuities, 401k, Financial Planning, IRAs, Life Insurance, Financial Advisory, Insurance, Securities, Personal Finance, FINRA, Estate Planning, Certified Financial..., Disability Insurance, Investment Management, Financial Services, Roth IRA, Long Term Care Insurance, Asset Management, 529 Plans, Strategic Financial..., Annuities
Education
Rutgers University-New Brunswick 1991 — 1996
ba, biology and economics
Park Ridge High School 1987 — 1991
Signature Financial Group February 2010 - Present
Wachovia, A Wells Fargo Company September 1999 - January 2010
AXA Advisors November 1996 - August 1999
Skills
Retirement Planning, Investments, Fixed Annuities, 401k, Financial Planning, IRAs, Life Insurance, Financial Advisory, Insurance, Securities, Personal Finance, FINRA, Estate Planning, Certified Financial..., Disability Insurance, Investment Management, Financial Services, Roth IRA, Long Term Care Insurance, Asset Management, 529 Plans, Strategic Financial..., Annuities
Education
Rutgers University-New Brunswick 1991 — 1996
ba, biology and economics
Park Ridge High School 1987 — 1991
Mark Falzone Mark Falzone's Signature Financial Group Experience May 2002 - September 2003
Job Senior Loan Officer at Kennedy Funding
Industry Commercial Real Estate
Experience
Kennedy Funding November 2003 - Present
Signature Financial Group May 2002 - September 2003
UBS May 1999 - May 2002
Skills
Investments, Commercial Mortgages, Real Estate Economics, Loans, Real Estate Financing, Commercial Lending, Mortgage Lending, Brokerage, Real Estate, Funding, Loan Origination, Asset Managment, Investment Properties, Valuation, Real Estate Development
Education
New Jersey City University
BS, International Business
Seton Hall University
Army ROTC
Kennedy Funding November 2003 - Present
Signature Financial Group May 2002 - September 2003
UBS May 1999 - May 2002
Skills
Investments, Commercial Mortgages, Real Estate Economics, Loans, Real Estate Financing, Commercial Lending, Mortgage Lending, Brokerage, Real Estate, Funding, Loan Origination, Asset Managment, Investment Properties, Valuation, Real Estate Development
Education
New Jersey City University
BS, International Business
Seton Hall University
Army ROTC
Beth Remy's Signature Financial Group Experience October 1989 - September 1996
Job Proprietor of Virgin & Aged Gourmet Oils and Vinegars
Industry Retail
Experience
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Virgin & Aged March 2011 - Present
Evergreen Investments October 2006 - July 2008
Morgan Stanley December 2004 - June 2005
Veritude September 2003 - December 2003
Janus Capital Group August 2002 - March 2003
ING Funds January 2002 - July 2002
Fidelity Investments October 1996 - September 2001
Signature Financial Group October 1989 - September 1996
The Boston Company 1988 - 1989
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
M.S., Finance
Boston University Questrom School of Business 1983 — 1987
B.S., Finance and Marketing
Suzan Barron's Signature Financial Group Experience March 1993 - October 1996
Job SVP & Sr Counsel at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Brown Brothers Harriman November 2005 - Present
Old Mutual Asset Management July 2001 - July 2005
Liberty Funds Group June 1998 - June 2001
Manulife Financial April 1997 - June 1998
Signature Financial Group March 1993 - October 1996
The Boston Company November 1986 - March 1993
Skills
Mutual Funds, Financial Services, Corporate Law, Securities, Risk Management, Due Diligence, Asset Managment, ETFs, Investment Management, Investment Company Act, Fund Administration, Investment Advisers Act, Asset Management, Securities Regulation, Corporate Governance
Education
Suffolk University Law School 1991 — 1995
JD, Law
Fordham University 1982 — 1986
BA, History
Archbishop Williams High School
High School
Dylan Benadi Dylan Benadi's Signature Financial Group Experience September 2003 - August 2005
Job Business Account Manager at Comcast Business
Industry Telecommunications
Experience
Comcast Business 2011 - Present
Angel Investing 2004 - 2010
Signature Financial Group September 2003 - August 2005
Trade Magazines February 2002 - July 2005
UBS PaineWebber February 2000 - June 2003
Dirks & Company April 1998 - November 2000
United States Marine Corps 1994 - 1998
Skills
Sales, Leadership, Sales Management, Automotive, B2B, Key Account Management, Customer Satisfaction, Sales Operations, Profit, New Business Development, Account Management, Product Development, Customer Retention, Negotiation, Sales Process
Education
Lincoln Technical Institute-Mahwah 1997 — 1998
Certification in Electrical and Computer Diagnostics
Comcast Business 2011 - Present
Angel Investing 2004 - 2010
Signature Financial Group September 2003 - August 2005
Trade Magazines February 2002 - July 2005
UBS PaineWebber February 2000 - June 2003
Dirks & Company April 1998 - November 2000
United States Marine Corps 1994 - 1998
Skills
Sales, Leadership, Sales Management, Automotive, B2B, Key Account Management, Customer Satisfaction, Sales Operations, Profit, New Business Development, Account Management, Product Development, Customer Retention, Negotiation, Sales Process
Education
Lincoln Technical Institute-Mahwah 1997 — 1998
Certification in Electrical and Computer Diagnostics
Elisa Armknecht's Signature Financial Group Experience 1998 - 2001
Job Controller at One Stop Mobile
Industry Accounting
Experience
One Stop Mobile January 2014 - Present
Hot Diggity Dog Premium Pet Care June 2008 - July 2014
MS Wireless, Inc. July 2011 - December 2013
ConGlobal Industries September 2008 - July 2011
TriplePoint Capital January 2006 - September 2008
American Medical Response February 2006 - January 2007
Discovery Toys June 2004 - January 2006
Telogy 2001 - 2004
Signature Financial Group 1998 - 2001
Triad Systems May 1988 - March 1998
Skills
Retail, Dogs, Pets, Finance, Financial Reporting, Accounting, Start-ups, Accounts Payable, Forecasting, Invoicing, Financial Analysis, Internal Controls, General Ledger, Management, Payroll, Financial Statements, Analysis, Process Improvement, Microsoft Excel, Budgets, Customer Service
Education
California State University-Hayward - School of Business and Economics 1985 — 1987
Bachelor of Science, Finance/Accounting
Golden Gate University
Masters in Business Administration
One Stop Mobile January 2014 - Present
Hot Diggity Dog Premium Pet Care June 2008 - July 2014
MS Wireless, Inc. July 2011 - December 2013
ConGlobal Industries September 2008 - July 2011
TriplePoint Capital January 2006 - September 2008
American Medical Response February 2006 - January 2007
Discovery Toys June 2004 - January 2006
Telogy 2001 - 2004
Signature Financial Group 1998 - 2001
Triad Systems May 1988 - March 1998
Skills
Retail, Dogs, Pets, Finance, Financial Reporting, Accounting, Start-ups, Accounts Payable, Forecasting, Invoicing, Financial Analysis, Internal Controls, General Ledger, Management, Payroll, Financial Statements, Analysis, Process Improvement, Microsoft Excel, Budgets, Customer Service
Education
California State University-Hayward - School of Business and Economics 1985 — 1987
Bachelor of Science, Finance/Accounting
Golden Gate University
Masters in Business Administration
Lisa Alberino's Signature Financial Group Experience February 2006 - January 2007
Job National Annuity Consultant
Industry Wholesale
Experience
Future Financial Marketing, Inc. July 2009 - June 2010
The Hybrid Financial Center September 2009 - February 2010
Signature Financial Group February 2006 - January 2007
American Financial Marketing, Inc.-Allianz Life 1997 - 2007
Skills
Creative Self Starter, Excellent Personal..., Profesional Experience..., Wealth Management, Fixed Annuities, Marketing, Customer Service, Team Building, Strategic Financial..., Leadership, Financial Advisory, Business Planning, Account Management, Insurance, Marketing Strategy, Strategic Planning, Finance, Retirement, Retirement Planning, Sales Management, New Business Development, Long-term Care, Life Insurance, Sales, Securities, Financial Planning
Education
University of Minnesota-Twin Cities 1987 — 1991
B.A. Phisiology, Business Communication
University of Northern Colorado
Masters, Kinesiology
Future Financial Marketing, Inc. July 2009 - June 2010
The Hybrid Financial Center September 2009 - February 2010
Signature Financial Group February 2006 - January 2007
American Financial Marketing, Inc.-Allianz Life 1997 - 2007
Skills
Creative Self Starter, Excellent Personal..., Profesional Experience..., Wealth Management, Fixed Annuities, Marketing, Customer Service, Team Building, Strategic Financial..., Leadership, Financial Advisory, Business Planning, Account Management, Insurance, Marketing Strategy, Strategic Planning, Finance, Retirement, Retirement Planning, Sales Management, New Business Development, Long-term Care, Life Insurance, Sales, Securities, Financial Planning
Education
University of Minnesota-Twin Cities 1987 — 1991
B.A. Phisiology, Business Communication
University of Northern Colorado
Masters, Kinesiology
Jim Hoolahan's Signature Financial Group Experience 1990 - 2001
Job Founder and Principal of Employee Care Resources
Industry Insurance
Experience
Employee Care Resources 2009 - Present
Senior Network Solutions, Ltd. 2004 - 2011
NY Life Investment Management 2001 - 2003
Signature Financial Group 1990 - 2001
The Chase Manhattan Bank 1973 - 1989
Skills
Long Term Care Insurance, Medicare Advantage, Medicare Supplemental, Medicare Part D, Employee Benefits, Medicare, Investments, Insurance, Long-term Care, Healthcare, Health Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning
Education
University of Rochester - Simon Business School 1971 — 1973
MBA, Finance
Boston College 1964 — 1968
AB, Economics
Employee Care Resources 2009 - Present
Senior Network Solutions, Ltd. 2004 - 2011
NY Life Investment Management 2001 - 2003
Signature Financial Group 1990 - 2001
The Chase Manhattan Bank 1973 - 1989
Skills
Long Term Care Insurance, Medicare Advantage, Medicare Supplemental, Medicare Part D, Employee Benefits, Medicare, Investments, Insurance, Long-term Care, Healthcare, Health Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Estate Planning, Retirement Planning
Education
University of Rochester - Simon Business School 1971 — 1973
MBA, Finance
Boston College 1964 — 1968
AB, Economics
Marcia Manchester's Signature Financial Group Experience 2001 - 2010
Job Co Author of The Joy of Skinny: Finances
Industry Financial Services
Experience
Skinny Living Project June 2014 - Present
Society For Financial Awareness May 2011 - Present
Van Clef Financial Group January 2011 - Present
Signature Financial Group 2001 - 2010
Skills
Coaching, Investments, Finance, Nonprofits, Wealth, Wealth Management, Retirement, Public Speaking, Life Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Marketing, Small Business, Insurance, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Advisory, Non-profits, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
Holliston High School 1964 — 1968
HS Dipolma
Northeastern University
BS, Health
Skinny Living Project June 2014 - Present
Society For Financial Awareness May 2011 - Present
Van Clef Financial Group January 2011 - Present
Signature Financial Group 2001 - 2010
Skills
Coaching, Investments, Finance, Nonprofits, Wealth, Wealth Management, Retirement, Public Speaking, Life Insurance, Long-term Care, Fixed Annuities, Strategic Planning, Marketing, Small Business, Insurance, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Financial Advisory, Non-profits, Disability Insurance, Term Life Insurance, Strategic Financial...
Education
Holliston High School 1964 — 1968
HS Dipolma
Northeastern University
BS, Health
Louis W. Leskosky's Signature Financial Group Experience January 2013 - Present
Job Vice President and Wealth Manager at Signature Financial Group, LLC
Industry Financial Services
Experience
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
Cindy Shore's Signature Financial Group Experience 1996 - 1997
Job Fraud/Repurchase Manager at Stonegate Mortgage Corporation
Industry Financial Services
Experience
Stonegate Mortgage Corporation June 2012 - Present
Royal United Mortgage May 2012 - June 2012
Aurora Loan Services November 2009 - May 2012
Irwin Financial Corporation March 2008 - October 2009
Aerotek July 2007 - March 2008
Freedom Mortgage December 2006 - May 2007
Freedom Mortgage September 2006 - December 2006
Irwin Mortgage June 1997 - September 2006
Signature Financial Group 1996 - 1997
Banc One Mortgage 1996 - 1996
Skills
Mortgage Lending, FHA, Loan Origination, Underwriting, Loss Mitigation, Mortgage Banking, Loans, Credit, Credit Analysis, Refinance, Banking, Financial Risk, Credit Risk, Finance, Financial Structuring, Funding, Mortgage Servicing, Portfolio Management, Residential Mortgages, USDA, VA Loans, VA loans
Education
Ball State University 1976 — 1980
BS, Production Management/Marketing
Ball State University 1976 — 1980
Production Manaement and Marketing
Stonegate Mortgage Corporation June 2012 - Present
Royal United Mortgage May 2012 - June 2012
Aurora Loan Services November 2009 - May 2012
Irwin Financial Corporation March 2008 - October 2009
Aerotek July 2007 - March 2008
Freedom Mortgage December 2006 - May 2007
Freedom Mortgage September 2006 - December 2006
Irwin Mortgage June 1997 - September 2006
Signature Financial Group 1996 - 1997
Banc One Mortgage 1996 - 1996
Skills
Mortgage Lending, FHA, Loan Origination, Underwriting, Loss Mitigation, Mortgage Banking, Loans, Credit, Credit Analysis, Refinance, Banking, Financial Risk, Credit Risk, Finance, Financial Structuring, Funding, Mortgage Servicing, Portfolio Management, Residential Mortgages, USDA, VA Loans, VA loans
Education
Ball State University 1976 — 1980
BS, Production Management/Marketing
Ball State University 1976 — 1980
Production Manaement and Marketing
Don Rumery's Signature Financial Group Experience 1990 - 1994
Job Treasurer/CFO of AMG Funds
Industry Financial Services
Experience
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
AMG Funds December 1994 - Present
The Managers Funds December 1994 - April 2014
Signature Financial Group 1990 - 1994
Putnam Investments August 1980 - February 1990
Skills
Mutual Funds, Investments, Asset Management, Fund Accounting, Hedge Funds, Separately Managed..., Securities, Series 7, Portfolio Management, Alternative Investments, Equities, Asset Managment, Financial Services, Financial Analysis, Investment Management, ETFs, Asset Allocation, Fixed Income
Education
The University of Connecticut 1976 — 1980
BS, Accounting
Mark Falzone's Signature Financial Group Experience September 2001 - September 2003
Job Senior Loan Officer at Kennedy Funding
Industry Commercial Real Estate
Experience
Kennedy Funding November 2003 - Present
Signature Financial Group September 2001 - September 2003
UBS May 2000 - September 2001
Education
New Jersey City University 1991 — 1995
BS, International Business
Kennedy Funding November 2003 - Present
Signature Financial Group September 2001 - September 2003
UBS May 2000 - September 2001
Education
New Jersey City University 1991 — 1995
BS, International Business
harrison cottell's Signature Financial Group Experience infantry company commanderu.s. army1968 - 1972
Job sales at Signature Financial Group
Industry Financial Services
Experience
Signature Financial Group infantry company commanderu.s. army1968 - 1972
Education
The University of Akron 1963 — 1968
B.A, history and government
Signature Financial Group infantry company commanderu.s. army1968 - 1972
Education
The University of Akron 1963 — 1968
B.A, history and government