Symmetry Partners
Description
Address: 151 National Dr, Glastonbury, CT 06033 Phone: (860) 734-2000: : Website: : : Hours: Category: : : Place name: Website: https://symmetrypartners.com/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Symmetry Partners Posting publicly on the Web Write a review Reviews Be the first to review
Symmetry Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Symmetry Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Symmetry Partners Employees
Employee
Years
Job
Industry
Brenden Roche Brenden Roche's Symmetry Partners Experience January 2013 - September 2015
Job Marketing Communication Specialist at Symmetry Partners, LLC
Industry Marketing and Advertising
Experience
Symmetry Partners January 2013 - September 2015
AXA Equitable August 2009 - December 2012
The Hartford August 2008 - August 2009
Lincoln Financial Group 2007 - 2008
Prudential Financial September 2006 - August 2007
Neurometrix 2003 - 2006
Skills
Marketing Communications, Press Releases, Internal Communications, Newsletters, Web Design, Editing, Copywriting, Copy Editing, Brochure Development, Flyer Design, Online Advertising, Webcasting, Podcasting, Podcast Production, Event Planning, Marketing Research, Social Media, Social Media Marketing, Flyers, Salesforce.com, Marketing, Financial Services, Brochures, Strategic Communications, Advertising, Market Research, Digital Marketing, Digital Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Direct Mail
Education
The University of Connecticut 2010 — 2012
Advanced Business Certificate, Strategic Marketing, 3.9
Central Connecticut State University 2007 — 2009
MS, Communications, 3.80/4
Bentley University 2000 — 2003
BS, Marketing, 3.45/4
Symmetry Partners January 2013 - September 2015
AXA Equitable August 2009 - December 2012
The Hartford August 2008 - August 2009
Lincoln Financial Group 2007 - 2008
Prudential Financial September 2006 - August 2007
Neurometrix 2003 - 2006
Skills
Marketing Communications, Press Releases, Internal Communications, Newsletters, Web Design, Editing, Copywriting, Copy Editing, Brochure Development, Flyer Design, Online Advertising, Webcasting, Podcasting, Podcast Production, Event Planning, Marketing Research, Social Media, Social Media Marketing, Flyers, Salesforce.com, Marketing, Financial Services, Brochures, Strategic Communications, Advertising, Market Research, Digital Marketing, Digital Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Direct Mail
Education
The University of Connecticut 2010 — 2012
Advanced Business Certificate, Strategic Marketing, 3.9
Central Connecticut State University 2007 — 2009
MS, Communications, 3.80/4
Bentley University 2000 — 2003
BS, Marketing, 3.45/4
Jessica Sawyer Jessica Sawyer's Symmetry Partners Experience March 2013 - November 2014
Job Retirement Education Specialist at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group November 2014 - Present
J&M Event Design, LLC. October 2013 - December 2014
Symmetry Partners March 2013 - November 2014
Urban League of Greater Hartford June 2010 - July 2013
MetLife May 2009 - March 2013
bebe stores June 2006 - March 2010
Wirelesss Universe October 2007 - January 2010
Trea Day Management August 2008 - December 2008
Skills
Marketing Communications, Event Planning, html basics, Series 6, Series 63, Life Insurance licensed, Project Management, Public Relations, Microsoft Office, Strategic Communications, Project Planning, Inside Sales, Efficient communicator..., Community Outreach, ambitious, Sales Support, Sales Operations, Annuities, Fixed Annuities, Retirement, Retirement Planning, Training, Leadership, Marketing, Life Insurance, Sales, HTML
Education
Clark Atlanta University 2005 — 2009
BA, communications
MassMutual Financial Group November 2014 - Present
J&M Event Design, LLC. October 2013 - December 2014
Symmetry Partners March 2013 - November 2014
Urban League of Greater Hartford June 2010 - July 2013
MetLife May 2009 - March 2013
bebe stores June 2006 - March 2010
Wirelesss Universe October 2007 - January 2010
Trea Day Management August 2008 - December 2008
Skills
Marketing Communications, Event Planning, html basics, Series 6, Series 63, Life Insurance licensed, Project Management, Public Relations, Microsoft Office, Strategic Communications, Project Planning, Inside Sales, Efficient communicator..., Community Outreach, ambitious, Sales Support, Sales Operations, Annuities, Fixed Annuities, Retirement, Retirement Planning, Training, Leadership, Marketing, Life Insurance, Sales, HTML
Education
Clark Atlanta University 2005 — 2009
BA, communications
Patrick Sweeny Patrick Sweeny's Symmetry Partners Experience October 1994 - Present
Job Principal, Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners October 1994 - Present
Skills
Investments, Marketing, Training, Wealth Management, Investment Advisory, Asset Management, Retirement Planning, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Investment Strategies, Financial Planning, Financial Services
Education
Fairfield University 1979 — 1983
BA, Economics
Chaminade High School 1976 — 1979
Symmetry Partners October 1994 - Present
Skills
Investments, Marketing, Training, Wealth Management, Investment Advisory, Asset Management, Retirement Planning, Mutual Funds, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Investment Strategies, Financial Planning, Financial Services
Education
Fairfield University 1979 — 1983
BA, Economics
Chaminade High School 1976 — 1979
Daria Luczkowski, MBA, CPCU's Symmetry Partners Experience January 2005 - January 2006
Job Team Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance September 2013 - Present
Liberty Mutual Insurance September 2012 - August 2013
Liberty Mutual Insurance October 2011 - August 2012
Liberty Mutual Insurance October 2010 - October 2011
Progressive Insurance January 2008 - November 2010
Progressive Insurance December 2006 - January 2008
Progressive Insurance January 2004 - December 2006
Symmetry Partners January 2005 - January 2006
Skills
Insurance, Liability, Casualty, Property & Casualty..., Claim, Risk Management, Negotiation, Investigation, Business Process..., Six Sigma, Project Coordination, Litigation Management, Personal Injury..., Continuous Improvement, Claims Handling, Subrogation, Claims Management, Commercial Lines, Personal Injury, Legal Liability, Property Damage, Commercial Insurance, Liability Analysis, Casualty Insurance
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Management
CPCU 2011 — 2011
CPCU, Insurance
University of Connecticut 2005 — 2010
Bachelor, Risk Management and Insurance
Mercy High
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance September 2013 - Present
Liberty Mutual Insurance September 2012 - August 2013
Liberty Mutual Insurance October 2011 - August 2012
Liberty Mutual Insurance October 2010 - October 2011
Progressive Insurance January 2008 - November 2010
Progressive Insurance December 2006 - January 2008
Progressive Insurance January 2004 - December 2006
Symmetry Partners January 2005 - January 2006
Skills
Insurance, Liability, Casualty, Property & Casualty..., Claim, Risk Management, Negotiation, Investigation, Business Process..., Six Sigma, Project Coordination, Litigation Management, Personal Injury..., Continuous Improvement, Claims Handling, Subrogation, Claims Management, Commercial Lines, Personal Injury, Legal Liability, Property Damage, Commercial Insurance, Liability Analysis, Casualty Insurance
Education
The University of Connecticut School of Business 2010 — 2013
MBA, Management
CPCU 2011 — 2011
CPCU, Insurance
University of Connecticut 2005 — 2010
Bachelor, Risk Management and Insurance
Mercy High
Alissa Mebus Alissa Mebus's Symmetry Partners Experience December 2012 - August 2015
Job Marketing and Communications Professional
Industry Financial Services
Experience
Symmetry Partners, LLC August 2015 - Present
Symmetry Partners December 2012 - August 2015
Symmetry Partners January 2011 - December 2012
Symmetry Partners September 2009 - January 2011
Group SJR January 2009 - May 2009
Pfizer May 2007 - August 2008
Skills
Marketing Communications, B2B Marketing, Marketing, Corporate Communications, Strategic Communications, Project Management, Event Planning, Leadership, Social Media, Copy Editing, Crisis Communications, Strategic Planning, Research, Integrated Marketing, Mentoring, Website Development, Campaigns, Campaign Development, Campaign Management, Internal Communications, Marketing Strategy, Web Content Management
Education
Fairfield University 2005 — 2009
BA, Communication, English
Florence University of the Arts 2007 — 2007
East Lyme High School
Symmetry Partners, LLC August 2015 - Present
Symmetry Partners December 2012 - August 2015
Symmetry Partners January 2011 - December 2012
Symmetry Partners September 2009 - January 2011
Group SJR January 2009 - May 2009
Pfizer May 2007 - August 2008
Skills
Marketing Communications, B2B Marketing, Marketing, Corporate Communications, Strategic Communications, Project Management, Event Planning, Leadership, Social Media, Copy Editing, Crisis Communications, Strategic Planning, Research, Integrated Marketing, Mentoring, Website Development, Campaigns, Campaign Development, Campaign Management, Internal Communications, Marketing Strategy, Web Content Management
Education
Fairfield University 2005 — 2009
BA, Communication, English
Florence University of the Arts 2007 — 2007
East Lyme High School
Nicole Newlin's Symmetry Partners Experience 2010 - October 2011
Job Practice Management Consultant
Industry Financial Services
Experience
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Pathfinder Strategic Solutions 2011 - Present
Business Success Partner for Financial Planning Association (FPA) 2015 - Present
Symmetry Partners 2010 - October 2011
Loring Ward 2005 - 2010
Wachovia Securities 2000 - 2005
Skills
Business Process..., Strategic Planning, Project Management, Training, Organizational..., Strategic Financial..., Process Improvement, Team Building, Banking, Team Leadership, Risk Management, Financial Services, Change Management, Leadership
Education
Virginia Commonwealth University 1996 — 1998
MT
Randolph-Macon College 1990 — 1994
BA, Classical
NYU
Robert Stromberg Robert Stromberg's Symmetry Partners Experience August 2011 - Present
Job Regional Business Consultant at Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners August 2011 - Present
Symmetry Partners February 2011 - August 2011
Symmetry Partners July 2009 - February 2011
Symmetry Partners June 2008 - August 2008
Skills
Asset Allocation, Business Development, Investment Advisory, Investments, Sales, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Securities
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Economics, Finance
Symmetry Partners August 2011 - Present
Symmetry Partners February 2011 - August 2011
Symmetry Partners July 2009 - February 2011
Symmetry Partners June 2008 - August 2008
Skills
Asset Allocation, Business Development, Investment Advisory, Investments, Sales, Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Securities
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science, Economics, Finance
Jane Sullivan-Klett's Symmetry Partners Experience May 2004 - June 2008
Job Partner, Sullivan Financial, LLC
Industry Financial Services
Experience
Sullivan Financial, LLC August 2008 - Present
Symmetry Partners May 2004 - June 2008
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Financial Management Services
Sullivan Financial, LLC August 2008 - Present
Symmetry Partners May 2004 - June 2008
Education
Bryant University 2003 — 2007
Bachelor of Science in Business Administration, Finance and Financial Management Services
Alisa Magennis's Symmetry Partners Experience September 2014 - January 2015
Job Data Steward Onsite at Google
Industry Online Media
Experience
Zenith Talent, Onsite at Google August 2015 - Present
Caring.com February 2015 - August 2015
Symmetry Partners September 2014 - January 2015
Merrill Lynch May 2013 - May 2014
Corpus Christi Parish January 2007 - January 2011
Skills
Customer Service, Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Statistics, Critical Thinking, Teamwork, Time Management, Community Outreach, Data Analysis, Nonprofits, Social Media, Leadership, First Aid, Spanish, Salesforce.com, Google Docs
Education
The University of Connecticut 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Alumni
Wethersfield High School 2006 — 2011
High School Diploma
Zenith Talent, Onsite at Google August 2015 - Present
Caring.com February 2015 - August 2015
Symmetry Partners September 2014 - January 2015
Merrill Lynch May 2013 - May 2014
Corpus Christi Parish January 2007 - January 2011
Skills
Customer Service, Management, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Statistics, Critical Thinking, Teamwork, Time Management, Community Outreach, Data Analysis, Nonprofits, Social Media, Leadership, First Aid, Spanish, Salesforce.com, Google Docs
Education
The University of Connecticut 2011 — 2015
Bachelor of Arts (B.A.), Quantitative Economics, Alumni
Wethersfield High School 2006 — 2011
High School Diploma
Connor Maniatty Connor Maniatty's Symmetry Partners Experience June 2014 - Present
Job Associate Financial Planner
Industry
Experience
Symmetry Partners June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Bloomberg, Equity Research, Bloomberg Terminal
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Symmetry Partners June 2014 - Present
Bradley, Foster & Sargent, Inc. May 2013 - August 2013
Skills
Bloomberg, Equity Research, Bloomberg Terminal
Education
Fairfield University 2010 — 2014
Bachelor of Science (BS), Finance, General
Heather Mezzacappa's Symmetry Partners Experience March 2012 - Present
Job Graphic Designer at Symmetry Partners
Industry Graphic Design
Experience
Symmetry Partners March 2012 - Present
Käfer Graphics October 1994 - Present
Yale University June 2011 - January 2012
Prudential Financial July 2008 - April 2011
Crossbow Group, LLC October 2007 - March 2008
Dakota Group August 2007 - September 2007
The Taunton Press July 2007 - August 2007
Weekly Reader June 2005 - June 2007
Outthink May 2005 - June 2005
Synapse Group, Inc/Time Warner 1999 - 2005
Skills
Dreamweaver, InDesign, Illustrator, Photoshop, Illustration, CSS, PowerPoint, Word, QuarkXPress, Layout, Adobe Acrobat, Adobe Creative Suite, Web Design, Graphic Design, Brochures, Art Direction, Direct Mail, Mac, Posters, Advertising, Print Production, Corporate Identity, Email Marketing, Pre-press, Newsletters, Art, Direct Marketing, HTML, Graphics
Education
Connecticut College 1989 — 1993
BFA, Studio Art
Symmetry Partners March 2012 - Present
Käfer Graphics October 1994 - Present
Yale University June 2011 - January 2012
Prudential Financial July 2008 - April 2011
Crossbow Group, LLC October 2007 - March 2008
Dakota Group August 2007 - September 2007
The Taunton Press July 2007 - August 2007
Weekly Reader June 2005 - June 2007
Outthink May 2005 - June 2005
Synapse Group, Inc/Time Warner 1999 - 2005
Skills
Dreamweaver, InDesign, Illustrator, Photoshop, Illustration, CSS, PowerPoint, Word, QuarkXPress, Layout, Adobe Acrobat, Adobe Creative Suite, Web Design, Graphic Design, Brochures, Art Direction, Direct Mail, Mac, Posters, Advertising, Print Production, Corporate Identity, Email Marketing, Pre-press, Newsletters, Art, Direct Marketing, HTML, Graphics
Education
Connecticut College 1989 — 1993
BFA, Studio Art
John Korber's Symmetry Partners Experience March 2013 - Present
Job Director of Strategic Technology at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners March 2013 - Present
CT Constitution December 2011 - July 2013
SS&C GlobeOp August 2010 - March 2013
District 5 Ultimate February 2010 - December 2011
Symmetry Partners November 2008 - August 2010
Connecticut Ultimate Club September 2008 - September 2009
Symmetry Partners June 2005 - November 2008
Glastonbury Amateur Baseball June 2006 - August 2008
Tufts Daily September 2002 - May 2005
Skills
Business Analysis, Team Leadership, Management, Coaching, Information Architecture, Vendor Relations, Data Modeling, Business Process, Data Analysis, Strategic Planning, IT Strategy, Software Development, Networking, SQL, Analysis, Project Management, Strategy
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Management & Technology
Tufts University 2001 — 2005
BS, Computer Science
Symmetry Partners March 2013 - Present
CT Constitution December 2011 - July 2013
SS&C GlobeOp August 2010 - March 2013
District 5 Ultimate February 2010 - December 2011
Symmetry Partners November 2008 - August 2010
Connecticut Ultimate Club September 2008 - September 2009
Symmetry Partners June 2005 - November 2008
Glastonbury Amateur Baseball June 2006 - August 2008
Tufts Daily September 2002 - May 2005
Skills
Business Analysis, Team Leadership, Management, Coaching, Information Architecture, Vendor Relations, Data Modeling, Business Process, Data Analysis, Strategic Planning, IT Strategy, Software Development, Networking, SQL, Analysis, Project Management, Strategy
Education
The University of Connecticut School of Business 2008 — 2012
MBA, Management & Technology
Tufts University 2001 — 2005
BS, Computer Science
Kimberly Meanix Miller's Symmetry Partners Experience April 2007 - January 2015
Job Administrative Manager Accounting and Business Operations at University of Connecticut
Industry Financial Services
Experience
University of Connecticut December 2014 - Present
Symmetry Partners April 2007 - January 2015
Town of Glastonbury 1997 - 2009
Town of Coventry 1996 - 1998
Fleet Bank 1987 - 1996
GTE Federal Credit Union 1984 - 1985
Skills
Financial Analysis, Accounting, Management, Project Management, Visio, Customer Service, Public Speaking, Access, Microsoft Excel, Strategic Financial..., Event Planning, Microsoft Word, Microsoft Office
Education
Saint Joseph College 2011 — 2011
Certificate, Human Resources
University of Hartford 2009 — 2011
MBA, Human Resources
CCSU 1985 — 1991
BA, Economics
University of Connecticut December 2014 - Present
Symmetry Partners April 2007 - January 2015
Town of Glastonbury 1997 - 2009
Town of Coventry 1996 - 1998
Fleet Bank 1987 - 1996
GTE Federal Credit Union 1984 - 1985
Skills
Financial Analysis, Accounting, Management, Project Management, Visio, Customer Service, Public Speaking, Access, Microsoft Excel, Strategic Financial..., Event Planning, Microsoft Word, Microsoft Office
Education
Saint Joseph College 2011 — 2011
Certificate, Human Resources
University of Hartford 2009 — 2011
MBA, Human Resources
CCSU 1985 — 1991
BA, Economics
Gabe Hathorn Gabe Hathorn's Symmetry Partners Experience March 2006 - Present
Job Sr. Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners March 2006 - Present
Travelers Life & Annuity September 1995 - December 2005
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement, Investment Strategies, Series 63, Asset Management, Separately Managed..., Financial Planning, Financial Services
Education
State University of New York College at Geneseo 1991 — 1995
South windsor High School
Symmetry Partners March 2006 - Present
Travelers Life & Annuity September 1995 - December 2005
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Securities, Investment Advisory, Series 7, Financial Advisory, Asset Allocation, Strategic Financial..., Retirement, Investment Strategies, Series 63, Asset Management, Separately Managed..., Financial Planning, Financial Services
Education
State University of New York College at Geneseo 1991 — 1995
South windsor High School
Dan Brookman's Symmetry Partners Experience April 2011 - April 2013
Job Account Executive
Industry Information Technology and Services
Experience
VIN Viper September 2014 - Present
Symmetry Partners April 2011 - April 2013
Symmetry Partners April 2011 - December 2011
Wethersfield Country Club June 2005 - November 2010
Skills
Sales, Communication Skills, Detail Oriented, Analytical, Fast Learner, Dependable Team Player, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Finance
VIN Viper September 2014 - Present
Symmetry Partners April 2011 - April 2013
Symmetry Partners April 2011 - December 2011
Wethersfield Country Club June 2005 - November 2010
Skills
Sales, Communication Skills, Detail Oriented, Analytical, Fast Learner, Dependable Team Player, Microsoft Excel, Microsoft Word, PowerPoint
Education
University of Miami 2006 — 2010
Bachelor of Business Administration, Finance
Robert Luneau Robert Luneau's Symmetry Partners Experience July 2009 - May 2013
Job Middle Market Account Manager at Aetna
Industry Insurance
Experience
Aetna August 2015 - Present
Aetna September 2014 - August 2015
Aetna July 2014 - August 2014
Aetna January 2014 - June 2014
Aetna May 2013 - January 2014
Symmetry Partners July 2009 - May 2013
Quinnipiac University Alumni House January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, Access, Finance
Education
E. E. Cammack Group School 2014 — 2014
Sales
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
RHAM High School 2006 — 2010
Aetna August 2015 - Present
Aetna September 2014 - August 2015
Aetna July 2014 - August 2014
Aetna January 2014 - June 2014
Aetna May 2013 - January 2014
Symmetry Partners July 2009 - May 2013
Quinnipiac University Alumni House January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, Access, Finance
Education
E. E. Cammack Group School 2014 — 2014
Sales
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance, General
RHAM High School 2006 — 2010
Michaela McLaughlin Michaela McLaughlin's Symmetry Partners Experience January 2007 - May 2007
Job Sales Representative at Lilly USA
Industry Pharmaceuticals
Experience
Lilly USA March 2013 - Present
Eli Lilly and Company March 2010 - March 2013
Eli Lilly and Company September 2007 - March 2010
Symmetry Partners January 2007 - May 2007
Skills
Microsoft Excel, PowerPoint, Pivot Tables, Microsoft Office, Microsoft Word, Sales, Account Management, Pharmaceutical Sales, Endocrinology, Urology, Psychiatry, Product Launch, Teamwork, Customer Service, Outlook
Education
The University of Connecticut 2003 — 2007
BA, Economics
Lilly USA March 2013 - Present
Eli Lilly and Company March 2010 - March 2013
Eli Lilly and Company September 2007 - March 2010
Symmetry Partners January 2007 - May 2007
Skills
Microsoft Excel, PowerPoint, Pivot Tables, Microsoft Office, Microsoft Word, Sales, Account Management, Pharmaceutical Sales, Endocrinology, Urology, Psychiatry, Product Launch, Teamwork, Customer Service, Outlook
Education
The University of Connecticut 2003 — 2007
BA, Economics
Andrea E. Thompson, CFP® Andrea E. Thompson, CFP®'s Symmetry Partners Experience March 2006 - October 2011
Job Client Executive at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
Retirement Plan Consultants LLC April 2012 - May 2015
Symmetry Partners March 2006 - October 2011
Advest, Inc. December 1997 - 2006
Peoples Securities October 1995 - November 1997
Education
University of Hartford 2003 — 2006
MBA
Eastern Connecticut State University 1997 — 2000
BA, Economics
Transamerica Retirement Solutions June 2015 - Present
Retirement Plan Consultants LLC April 2012 - May 2015
Symmetry Partners March 2006 - October 2011
Advest, Inc. December 1997 - 2006
Peoples Securities October 1995 - November 1997
Education
University of Hartford 2003 — 2006
MBA
Eastern Connecticut State University 1997 — 2000
BA, Economics
Anne Laffin Anne Laffin's Symmetry Partners Experience December 2012 - May 2014
Job Marketing and Communications Manager
Industry Marketing and Advertising
Experience
Acturus July 2015 - Present
Higher One July 2014 - July 2015
Symmetry Partners December 2012 - May 2014
Symmetry Partners March 2012 - December 2012
Millward Brown July 2007 - May 2012
Millward Brown July 2006 - July 2007
Millward Brown July 2005 - July 2006
Millward Brown July 2004 - March 2005
ICDL August 2003 - June 2004
Villanova University September 2002 - December 2002
Skills
Marketing Strategy, Market Research, Marketing, Email Marketing, Brand Development, Marketing Communications, Social Media Marketing, Team Building, Corporate Communications, Strategic Communications, Project Management, Digital Media, Online Research, Public Relations, Strategic Planning, Editing, Account Management, Leadership, Integrated Marketing
Education
Quinnipiac University
Masters, Interactive Media
Villanova University 1999 — 2003
Bachelor of Arts (BA), Communication
Branford High School 1995 — 1999
High School
Acturus July 2015 - Present
Higher One July 2014 - July 2015
Symmetry Partners December 2012 - May 2014
Symmetry Partners March 2012 - December 2012
Millward Brown July 2007 - May 2012
Millward Brown July 2006 - July 2007
Millward Brown July 2005 - July 2006
Millward Brown July 2004 - March 2005
ICDL August 2003 - June 2004
Villanova University September 2002 - December 2002
Skills
Marketing Strategy, Market Research, Marketing, Email Marketing, Brand Development, Marketing Communications, Social Media Marketing, Team Building, Corporate Communications, Strategic Communications, Project Management, Digital Media, Online Research, Public Relations, Strategic Planning, Editing, Account Management, Leadership, Integrated Marketing
Education
Quinnipiac University
Masters, Interactive Media
Villanova University 1999 — 2003
Bachelor of Arts (BA), Communication
Branford High School 1995 — 1999
High School
Jennifer Appel's Symmetry Partners Experience May 2013 - August 2014
Job Investment Analyst at MacKay Shields LLC
Industry Investment Banking
Experience
MacKay Shields LLC June 2015 - Present
Financial Industry Regulatory Authority May 2014 - August 2014
Symmetry Partners May 2013 - August 2014
Math Department Babson College September 2013 - April 2014
New York Life Insurance Company October 2012 - February 2013
Barnes & Noble September 2011 - February 2013
Verizon June 2012 - August 2012
Staples May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Social Media, Microsoft Office, Microsoft Word, Teamwork, Analysis, Public Speaking, Customer Service, Matlab, Zephyr Style Advisor, Morningstar
Education
Babson College 2011 — 2015
Bachelor of Science and Business Management, Finance, General, Statistics
MacKay Shields LLC June 2015 - Present
Financial Industry Regulatory Authority May 2014 - August 2014
Symmetry Partners May 2013 - August 2014
Math Department Babson College September 2013 - April 2014
New York Life Insurance Company October 2012 - February 2013
Barnes & Noble September 2011 - February 2013
Verizon June 2012 - August 2012
Staples May 2010 - December 2011
Skills
Microsoft Excel, PowerPoint, Finance, Financial Analysis, Social Media, Microsoft Office, Microsoft Word, Teamwork, Analysis, Public Speaking, Customer Service, Matlab, Zephyr Style Advisor, Morningstar
Education
Babson College 2011 — 2015
Bachelor of Science and Business Management, Finance, General, Statistics
Ashley Albright Ashley Albright's Symmetry Partners Experience December 2013 - Present
Job Organizational Development Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners December 2013 - Present
Symmetry Partners November 2010 - Present
AIM Consulting January 2002 - October 2010
David Smalley April 2009 - November 2009
Skills
Digital Media, Wealth Management, Retirement Planning, Investment Advisory, Microsoft Office, Investments, Microsoft Excel, Asset Management, Portfolio Management, Management, Financial Planning, PowerPoint, Leadership, Financial Services
Education
University of Saint Joseph 2015 — 2017
Master's Degree, Clinical Mental Health Counseling
Connecticut College 2007 — 2010
B.A., English Literature, Art
East Lyme High School
University of Pittsburgh
Symmetry Partners December 2013 - Present
Symmetry Partners November 2010 - Present
AIM Consulting January 2002 - October 2010
David Smalley April 2009 - November 2009
Skills
Digital Media, Wealth Management, Retirement Planning, Investment Advisory, Microsoft Office, Investments, Microsoft Excel, Asset Management, Portfolio Management, Management, Financial Planning, PowerPoint, Leadership, Financial Services
Education
University of Saint Joseph 2015 — 2017
Master's Degree, Clinical Mental Health Counseling
Connecticut College 2007 — 2010
B.A., English Literature, Art
East Lyme High School
University of Pittsburgh
Connie Yan Connie Yan's Symmetry Partners Experience January 2013 - Present
Job Marketing at Symmetry Partners
Industry Public Relations and Communications
Experience
Symmetry Partners January 2013 - Present
Central Connecticut State University August 2013 - Present
Goodwin College January 2011 - Present
Institute for Community Research April 2011 - January 2013
Central Connecticut State University August 2009 - December 2010
Journal Inquirer October 2008 - August 2009
Marketing Research Association July 2007 - October 2008
USA TODAY 2007 - 2007
Skills
Social Media, Editing, Public Relations, Blogging, Press Releases, Ap Style, Journalism, Public Speaking, Media Relations, Social Media Marketing, News Writing, Copy Editing, Newsletters, AP Style, Social Networking, Email Marketing, Editorial, Publications, Strategic Communications, Graphic Design
Education
Central Connecticut State University 2009 — 2010
M.S., Communication
The University of Connecticut 2003 — 2007
B.A., Journalism, Sociology
Symmetry Partners January 2013 - Present
Central Connecticut State University August 2013 - Present
Goodwin College January 2011 - Present
Institute for Community Research April 2011 - January 2013
Central Connecticut State University August 2009 - December 2010
Journal Inquirer October 2008 - August 2009
Marketing Research Association July 2007 - October 2008
USA TODAY 2007 - 2007
Skills
Social Media, Editing, Public Relations, Blogging, Press Releases, Ap Style, Journalism, Public Speaking, Media Relations, Social Media Marketing, News Writing, Copy Editing, Newsletters, AP Style, Social Networking, Email Marketing, Editorial, Publications, Strategic Communications, Graphic Design
Education
Central Connecticut State University 2009 — 2010
M.S., Communication
The University of Connecticut 2003 — 2007
B.A., Journalism, Sociology
Meghan Hanrahan Richard Meghan Hanrahan Richard's Symmetry Partners Experience 2005 - 2007
Job Preservation Planner at Boston Landmarks Commission
Industry Architecture & Planning
Experience
Boston Landmarks Commission November 2012 - Present
Massachusetts Historical Commission January 2010 - November 2012
Kessler McGuinness & Associates 2005 - 2009
Massachusetts Historical Commission May 2007 - February 2008
Symmetry Partners 2005 - 2007
Advanced Technologies Group April 2002 - August 2005
Skills
Historic Preservation, Architectural Design, Architecture, Revit, Urban Planning, AutoCAD, SketchUp, Microsoft Office, Sustainability, Adobe Creative Suite, Submittals, Research, Urban Design, LEED AP, Sustainable Design
Education
Boston University 2005 — 2008
Master of Arts, Preservation Studies
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Architecture
Boston Landmarks Commission November 2012 - Present
Massachusetts Historical Commission January 2010 - November 2012
Kessler McGuinness & Associates 2005 - 2009
Massachusetts Historical Commission May 2007 - February 2008
Symmetry Partners 2005 - 2007
Advanced Technologies Group April 2002 - August 2005
Skills
Historic Preservation, Architectural Design, Architecture, Revit, Urban Planning, AutoCAD, SketchUp, Microsoft Office, Sustainability, Adobe Creative Suite, Submittals, Research, Urban Design, LEED AP, Sustainable Design
Education
Boston University 2005 — 2008
Master of Arts, Preservation Studies
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Architecture
Anthony DelMastro Anthony DelMastro's Symmetry Partners Experience February 2012 - Present
Job Business Analyst at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners February 2012 - Present
Symmetry Partners January 2011 - February 2012
Symmetry Partners May 2008 - January 2011
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Manage Client..., Strengthening Client..., Client-focused, Training, Process Improvement, Managing Workflow, Presentations, Sales, Access, Visio, Retirement Planning, Investments, Mutual Funds
Education
The University of Connecticut 2003 — 2008
Liberal Arts and Sciences, Economics, Political Science, Business Administration
Symmetry Partners February 2012 - Present
Symmetry Partners January 2011 - February 2012
Symmetry Partners May 2008 - January 2011
Skills
Research, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Manage Client..., Strengthening Client..., Client-focused, Training, Process Improvement, Managing Workflow, Presentations, Sales, Access, Visio, Retirement Planning, Investments, Mutual Funds
Education
The University of Connecticut 2003 — 2008
Liberal Arts and Sciences, Economics, Political Science, Business Administration
Albert Szablowski Albert Szablowski's Symmetry Partners Experience August 2011 - August 2013
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC August 2013 - Present
Symmetry Partners August 2011 - August 2013
AXA Equitable June 2011 - August 2011
Skills
Accounting, Auditing, Financial Reporting, Financial Statements, Microsoft Excel, Internal Controls, Microsoft Office, Accounts Receivable, US GAAP, GAAP, Tax, Restatements, Access, Leadership, PowerPoint, SEC filings, Accounts Payable, Financial Accounting, Vlookup, Microsoft Word, Outlook, IT Audit, Account Reconciliation, Sarbanes-Oxley, Financial Audits, Financial Analysis, Pivot Tables, Consolidated Financial..., Team Leadership, Strategic Financial..., Financial Modeling, Tax Preparation, Siebel, Excel, Word, Turbo Tax, Works well in a team, Timely Delivery, Open Minded, Computer Hardware, AWD, MBA, ACL, QuickBooks, External Audit, Tax Accounting, General Ledger, Cost Accounting, Assurance, Invoicing
Education
University of Hartford 2015 — 2016
Master of Business Administration (M.B.A.)
University of Hartford 2012 — 2015
Master’s Degree, Accounting & Taxation, Financial and Assurance Services Track, 3.53
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science in Business, Accounting, 3.25
Manchester Community College 2004 — 2007
Associate of Science, Surgical Technology
Newington High School 2000 — 2004
HS Diploma, -
PwC August 2013 - Present
Symmetry Partners August 2011 - August 2013
AXA Equitable June 2011 - August 2011
Skills
Accounting, Auditing, Financial Reporting, Financial Statements, Microsoft Excel, Internal Controls, Microsoft Office, Accounts Receivable, US GAAP, GAAP, Tax, Restatements, Access, Leadership, PowerPoint, SEC filings, Accounts Payable, Financial Accounting, Vlookup, Microsoft Word, Outlook, IT Audit, Account Reconciliation, Sarbanes-Oxley, Financial Audits, Financial Analysis, Pivot Tables, Consolidated Financial..., Team Leadership, Strategic Financial..., Financial Modeling, Tax Preparation, Siebel, Excel, Word, Turbo Tax, Works well in a team, Timely Delivery, Open Minded, Computer Hardware, AWD, MBA, ACL, QuickBooks, External Audit, Tax Accounting, General Ledger, Cost Accounting, Assurance, Invoicing
Education
University of Hartford 2015 — 2016
Master of Business Administration (M.B.A.)
University of Hartford 2012 — 2015
Master’s Degree, Accounting & Taxation, Financial and Assurance Services Track, 3.53
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science in Business, Accounting, 3.25
Manchester Community College 2004 — 2007
Associate of Science, Surgical Technology
Newington High School 2000 — 2004
HS Diploma, -
Tom Romano's Symmetry Partners Experience February 2006 - Present
Job Symmetry Advisor Services Group
Industry Financial Services
Experience
Symmetry Partners February 2006 - Present
Advest, Inc. June 1999 - January 2006
Advest/Merrill Lynch 1999 - 2006
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Wealth Management, Investments, Investment Strategies, Retirement, Securities, Strategic Financial..., Portfolio Management, 401k, Financial Services, Asset Managment
Education
Assumption College 1995 — 1999
BA, Business Management
Wethersfield High School
Symmetry Partners February 2006 - Present
Advest, Inc. June 1999 - January 2006
Advest/Merrill Lynch 1999 - 2006
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds, Wealth Management, Investments, Investment Strategies, Retirement, Securities, Strategic Financial..., Portfolio Management, 401k, Financial Services, Asset Managment
Education
Assumption College 1995 — 1999
BA, Business Management
Wethersfield High School
Linkun Li, CFA Linkun Li, CFA's Symmetry Partners Experience September 2009 - Present
Job Portfolio Modeling Analyst
Industry Financial Services
Experience
John Hancock Financial Services November 2011 - Present
Symmetry Partners September 2009 - Present
University of Connecticut September 2007 - September 2009
University of Connecticut August 2008 - May 2009
GE Edgelab May 2008 - August 2008
Interactive Data January 2005 - August 2007
Skills
Modeling & Analysis, Portfolio Management, Investment Advisory, Management, Financial Analysis, Fixed Income, Investments, Asset Managment, Equities, Analysis, Analytics, Program Management, Mutual Funds
Education
University of Connecticut 2007 — 2009
MBA, Finance and Accounting
Northeastern University 1997 — 2002
Bachelor of Business Administration, Finance and Insurance
John Hancock Financial Services November 2011 - Present
Symmetry Partners September 2009 - Present
University of Connecticut September 2007 - September 2009
University of Connecticut August 2008 - May 2009
GE Edgelab May 2008 - August 2008
Interactive Data January 2005 - August 2007
Skills
Modeling & Analysis, Portfolio Management, Investment Advisory, Management, Financial Analysis, Fixed Income, Investments, Asset Managment, Equities, Analysis, Analytics, Program Management, Mutual Funds
Education
University of Connecticut 2007 — 2009
MBA, Finance and Accounting
Northeastern University 1997 — 2002
Bachelor of Business Administration, Finance and Insurance
Armiona Fazo Armiona Fazo's Symmetry Partners Experience January 2012 - August 2012
Job Senior Financial Analyst at PepsiCo
Industry Investment Management
Experience
PepsiCo June 2015 - Present
GE Capital January 2015 - June 2015
GE Capital July 2014 - January 2015
GE Capital January 2014 - July 2014
GE Capital July 2013 - January 2014
GE Capital January 2013 - July 2013
Symmetry Partners January 2012 - August 2012
University of Connecticut August 2011 - May 2012
SEI May 2011 - August 2011
Skills
Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Reporting, Managerial Finance, Portfolio Management, Project Management, Strategic Financial..., Team Management, Team Building, Financial Services, Bloomberg, Investments, Accounting, Financial Accounting, US GAAP, Auditing, Financial Planning
Education
Crotonville Leadership Center 2013 — 2014
Financial Management Program (FMP), Finance
The University of Connecticut 2009 — 2012
Bachelor of Science in Business Administration, Finance
University College Dublin 2011 — 2011
Bachelor of Science in Business Administration, Finance
PepsiCo June 2015 - Present
GE Capital January 2015 - June 2015
GE Capital July 2014 - January 2015
GE Capital January 2014 - July 2014
GE Capital July 2013 - January 2014
GE Capital January 2013 - July 2013
Symmetry Partners January 2012 - August 2012
University of Connecticut August 2011 - May 2012
SEI May 2011 - August 2011
Skills
Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Reporting, Managerial Finance, Portfolio Management, Project Management, Strategic Financial..., Team Management, Team Building, Financial Services, Bloomberg, Investments, Accounting, Financial Accounting, US GAAP, Auditing, Financial Planning
Education
Crotonville Leadership Center 2013 — 2014
Financial Management Program (FMP), Finance
The University of Connecticut 2009 — 2012
Bachelor of Science in Business Administration, Finance
University College Dublin 2011 — 2011
Bachelor of Science in Business Administration, Finance
Timothy Baker, CFP®'s Symmetry Partners Experience May 2007 - October 2012
Job Founder & CEO at Wealthshape.com
Industry Investment Management
Experience
Wealthshape LLC 2015 - Present
Asset Strategies Inc. December 2013 - September 2015
3D Asset Management October 2012 - December 2013
Symmetry Partners May 2007 - October 2012
Prudential Financial 2005 - 2007
ABC News 2002 - 2005
Education
Southern Connecticut State University 2004 — 2007
MBA, Finance
Southern Connecticut State University 2000 — 2004
Business, Marketing
College for Financial Planning 2010 — 2012
Wealthshape LLC 2015 - Present
Asset Strategies Inc. December 2013 - September 2015
3D Asset Management October 2012 - December 2013
Symmetry Partners May 2007 - October 2012
Prudential Financial 2005 - 2007
ABC News 2002 - 2005
Education
Southern Connecticut State University 2004 — 2007
MBA, Finance
Southern Connecticut State University 2000 — 2004
Business, Marketing
College for Financial Planning 2010 — 2012
Molly Fitzpatrick's Symmetry Partners Experience October 2012 - December 2013
Job Marketing Associate at Reed Exhibitions
Industry Marketing and Advertising
Experience
Reed Exhibitions July 2014 - Present
Aetna April 2014 - July 2014
Symmetry Partners October 2012 - December 2013
Summer Fun Days June 2010 - August 2013
White House Black Market May 2012 - August 2012
Bertucci's October 2009 - June 2010
Town of Monroe May 2007 - January 2008
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Access, Sales, Marketing, Event Planning, Outlook, Public Speaking, Analysis, Process Improvement, Leadership, Time Management, Social Media
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Marketing Major, Psychology Minor
Palazzo Rucellai 2011 — 2012
Study Abroad, Florence Italy
Reed Exhibitions July 2014 - Present
Aetna April 2014 - July 2014
Symmetry Partners October 2012 - December 2013
Summer Fun Days June 2010 - August 2013
White House Black Market May 2012 - August 2012
Bertucci's October 2009 - June 2010
Town of Monroe May 2007 - January 2008
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Access, Sales, Marketing, Event Planning, Outlook, Public Speaking, Analysis, Process Improvement, Leadership, Time Management, Social Media
Education
The University of Connecticut School of Business 2010 — 2014
Bachelor of Science (BS), Marketing Major, Psychology Minor
Palazzo Rucellai 2011 — 2012
Study Abroad, Florence Italy
Peter Waldron's Symmetry Partners Experience October 2009 - January 2013
Job Partner at Spectrum Wealth Partners
Industry Financial Services
Experience
TRG Investment Committee September 2015 - Present
TRG Practice Management Committee January 2015 - Present
Spectrum Wealth Partners October 2004 - Present
Sagemark Private Wealth Services January 2010 - Present
Hale Wai Home Owners Association January 2007 - Present
Symmetry Partners October 2009 - January 2013
Colorado State University - Bay Area Network August 2011 - 2012
Mt. Diablo NAIFA - Young Advisors Team June 2008 - 2012
Alamo Business Development Group 2010 - 2011
Alamo Chamber of Commerce 2005 - 2011
Skills
Business Owner Planning, Strategic Financial..., Financial Modeling, Managerial Finance, Estate Tax Planning, Tax, Personal Tax Planning, Alternative Investments, Private Equity, Life Insurance, Investment Strategies, Investment Advisory, Employee Benefits, Disability Insurance, Long-term Care, Term Life Insurance, Universal Life, Variable Life, Variable Products, Executive Benefit..., Wealth Accumulation..., Key Person Insurance, 401k Rollovers, 529 Plans, College Savings Plans, Permanent Life Insurance, Fixed Annuities, Variable Annuities, Employee Stock Options, Restricted Stock, 409A, Non-Qualified Deferred..., Qualified Retirement..., Investment Properties, Hedge Funds, Market Neutral, Quantitative Investment..., Absolute Return, Total Return, Fixed Income Strategies, 1031 Exchanges, Stock Redemption, Cross Purchase, Gifts of Corporate Stock, Family Partnerships, Irrevocable Trusts, Gifting, Grantor Retained..., Self-Canceling..., Retirement Planning
Education
Colorado State University 2001 — 2004
Bachelar of Arts, Major in History and Minor in Economics
Sierra College 1999 — 2000
General
Monte Vista 1996 — 1999
TRG Investment Committee September 2015 - Present
TRG Practice Management Committee January 2015 - Present
Spectrum Wealth Partners October 2004 - Present
Sagemark Private Wealth Services January 2010 - Present
Hale Wai Home Owners Association January 2007 - Present
Symmetry Partners October 2009 - January 2013
Colorado State University - Bay Area Network August 2011 - 2012
Mt. Diablo NAIFA - Young Advisors Team June 2008 - 2012
Alamo Business Development Group 2010 - 2011
Alamo Chamber of Commerce 2005 - 2011
Skills
Business Owner Planning, Strategic Financial..., Financial Modeling, Managerial Finance, Estate Tax Planning, Tax, Personal Tax Planning, Alternative Investments, Private Equity, Life Insurance, Investment Strategies, Investment Advisory, Employee Benefits, Disability Insurance, Long-term Care, Term Life Insurance, Universal Life, Variable Life, Variable Products, Executive Benefit..., Wealth Accumulation..., Key Person Insurance, 401k Rollovers, 529 Plans, College Savings Plans, Permanent Life Insurance, Fixed Annuities, Variable Annuities, Employee Stock Options, Restricted Stock, 409A, Non-Qualified Deferred..., Qualified Retirement..., Investment Properties, Hedge Funds, Market Neutral, Quantitative Investment..., Absolute Return, Total Return, Fixed Income Strategies, 1031 Exchanges, Stock Redemption, Cross Purchase, Gifts of Corporate Stock, Family Partnerships, Irrevocable Trusts, Gifting, Grantor Retained..., Self-Canceling..., Retirement Planning
Education
Colorado State University 2001 — 2004
Bachelar of Arts, Major in History and Minor in Economics
Sierra College 1999 — 2000
General
Monte Vista 1996 — 1999
Randall Giles Randall Giles's Symmetry Partners Experience February 2015 - Present
Job Portfolio Analyst Intern at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners February 2015 - Present
Apella Capital, LLC February 2015 - Present
Tangoe May 2014 - August 2014
Skills
Bloomberg Terminal, Morningstar, Portfolio Analysis, Portfolio Management, Strategy, Microsoft Excel, Microsoft Word, PowerPoint, Management, Sales, Marketing, Communications, Team Leadership, Public Relations, Event Planning, Client Relations, Client Services, Public Speaking, Microsoft Office
Education
University of Connecticut 2013 — 2017
Economics
Symmetry Partners February 2015 - Present
Apella Capital, LLC February 2015 - Present
Tangoe May 2014 - August 2014
Skills
Bloomberg Terminal, Morningstar, Portfolio Analysis, Portfolio Management, Strategy, Microsoft Excel, Microsoft Word, PowerPoint, Management, Sales, Marketing, Communications, Team Leadership, Public Relations, Event Planning, Client Relations, Client Services, Public Speaking, Microsoft Office
Education
University of Connecticut 2013 — 2017
Economics
Tom Umscheid Tom Umscheid's Symmetry Partners Experience September 2010 - May 2011
Job Investments Performance Reporting And Vendor Management Associate at Genworth Financial
Industry Financial Services
Experience
Genworth March 2015 - Present
Genworth October 2013 - March 2015
Hanlon Investment Management, Inc. October 2011 - October 2013
Symmetry Partners September 2010 - May 2011
Arthur J. Gallagher & Co. June 2010 - August 2010
Skills
Performance Attribution, Mutual Funds, Bloomberg, Investment Strategies, Equities, Equity Research, Investment Management, Quantitative Analytics, Financial Services, Fixed Income, Microsoft Excel, Morningstar, Trading, High Yield Bonds, Index Funds, Options Strategies, Credit Analysis, Investor Relations, MS Excel Pivot Tables, PowerPoint, Business Objects, Alternative Investments, Performance Measurement
Education
The University of Connecticut 2007 — 2011
BA, Economics
Genworth March 2015 - Present
Genworth October 2013 - March 2015
Hanlon Investment Management, Inc. October 2011 - October 2013
Symmetry Partners September 2010 - May 2011
Arthur J. Gallagher & Co. June 2010 - August 2010
Skills
Performance Attribution, Mutual Funds, Bloomberg, Investment Strategies, Equities, Equity Research, Investment Management, Quantitative Analytics, Financial Services, Fixed Income, Microsoft Excel, Morningstar, Trading, High Yield Bonds, Index Funds, Options Strategies, Credit Analysis, Investor Relations, MS Excel Pivot Tables, PowerPoint, Business Objects, Alternative Investments, Performance Measurement
Education
The University of Connecticut 2007 — 2011
BA, Economics
Erika Sievert's Symmetry Partners Experience July 2014 - May 2015
Job Marketing Communications and Brand Strategist
Industry Marketing and Advertising
Experience
Erika Sievert Design December 2012 - Present
Symmetry Partners July 2014 - May 2015
Apella Capital, LLC July 2014 - May 2015
GUESS Watches April 2014 - July 2014
Record-Journal September 2011 - August 2013
SS&C GlobeOP December 2011 - December 2012
Private Company June 2011 - December 2011
Suffolk University September 2009 - August 2010
Citi August 2004 - September 2009
Skills
Copywriting, Art Direction, Integrated Marketing, Marketing Strategy, Adobe Creative Suite, Design Thinking, InDesign, Graphic Design, Photography, Social Media, Typography, Logo Design, Marketing, Customer Service, Graphics, Fashion, Research, Writing, Brand Development, Business Management
Education
Syracuse University 2000 — 2004
B.A., Economics with Marketing minor
New York University - Leonard N. Stern School of Business 2003 — 2003
n/a, Stern Advantage Program
Suffolk University 2008 — 2011
MA, Graphic Design
Sacred Heart Academy 1996 — 2000
High School Diploma, Honors
Erika Sievert Design December 2012 - Present
Symmetry Partners July 2014 - May 2015
Apella Capital, LLC July 2014 - May 2015
GUESS Watches April 2014 - July 2014
Record-Journal September 2011 - August 2013
SS&C GlobeOP December 2011 - December 2012
Private Company June 2011 - December 2011
Suffolk University September 2009 - August 2010
Citi August 2004 - September 2009
Skills
Copywriting, Art Direction, Integrated Marketing, Marketing Strategy, Adobe Creative Suite, Design Thinking, InDesign, Graphic Design, Photography, Social Media, Typography, Logo Design, Marketing, Customer Service, Graphics, Fashion, Research, Writing, Brand Development, Business Management
Education
Syracuse University 2000 — 2004
B.A., Economics with Marketing minor
New York University - Leonard N. Stern School of Business 2003 — 2003
n/a, Stern Advantage Program
Suffolk University 2008 — 2011
MA, Graphic Design
Sacred Heart Academy 1996 — 2000
High School Diploma, Honors
Jessica Rogerson, AIF®, CLU®, ChFC® Jessica Rogerson, AIF®, CLU®, ChFC®'s Symmetry Partners Experience March 2010 - December 2010
Job AVP Account Management, Marketing Communications at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management October 2012 - March 2015
Direxxis, Inc. November 2011 - October 2012
The Hartford December 2010 - November 2011
Symmetry Partners March 2010 - December 2010
The Hartford July 2007 - October 2008
The Hartford, Retail Products Division May 2006 - July 2007
The Hartford, Investment Products Division April 2002 - May 2006
Skills
Mutual Funds, Marketing Communications, Insurance, Marketing Strategy, ETFs, Investment Strategies, Web Development, Product Development, ChFC, CLU, Product Management, Investment Products, SharePoint, Microsoft Office, PowerPoint, Visio, Financial Planning, Print Collateral, Estate Planning, Annuities, Charitable Giving..., Newsletter Production, 529 Plans, College Savings Plans, Offshore Operations, Exact Target, High Net Worth..., Trusts, Brainshark, InDesign, Adobe Creative Suite
Education
Hartwick College
B.A, Psychology
Natixis Global Asset Management March 2015 - Present
Natixis Global Asset Management October 2012 - March 2015
Direxxis, Inc. November 2011 - October 2012
The Hartford December 2010 - November 2011
Symmetry Partners March 2010 - December 2010
The Hartford July 2007 - October 2008
The Hartford, Retail Products Division May 2006 - July 2007
The Hartford, Investment Products Division April 2002 - May 2006
Skills
Mutual Funds, Marketing Communications, Insurance, Marketing Strategy, ETFs, Investment Strategies, Web Development, Product Development, ChFC, CLU, Product Management, Investment Products, SharePoint, Microsoft Office, PowerPoint, Visio, Financial Planning, Print Collateral, Estate Planning, Annuities, Charitable Giving..., Newsletter Production, 529 Plans, College Savings Plans, Offshore Operations, Exact Target, High Net Worth..., Trusts, Brainshark, InDesign, Adobe Creative Suite
Education
Hartwick College
B.A, Psychology
Nadhira Vavanan's Symmetry Partners Experience February 2015 - Present
Job Client Services Representative at Symmetry Partners
Industry Banking
Experience
Symmetry Partners February 2015 - Present
Education
University of Connecticut 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.)
University of Connecticut
Bachelor of Business Administration (B.B.A.)
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Symmetry Partners February 2015 - Present
Education
University of Connecticut 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.)
University of Connecticut
Bachelor of Business Administration (B.B.A.)
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Connecticut
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Casey Dylan, CIMA® Casey Dylan, CIMA®'s Symmetry Partners Experience January 2015 - Present
Job Senior Investment Consultant, Investment Specialist Group at Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners January 2015 - Present
Empirica Solutions Group, Inc. March 2013 - January 2015
John Hancock Funds, LLC March 2010 - March 2013
Pioneer Investments January 2006 - March 2010
Pioneer Investments June 2004 - January 2006
WELLESLEY FINANCIAL GROUP January 2002 - June 2004
Skills
Public Speaking, Business Development, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Managment, Wealth Management, Investment Advisory, Separately Managed..., Investment Strategies, Networking, Asset Management, Financial Advisory, Fixed Income, Portfolio Management
Education
Boston University Questrom School of Business 2004 — 2005
Master of Science, Investment Management
University of Colorado Boulder 1989 — 1993
Bachelor of Arts, History
Symmetry Partners January 2015 - Present
Empirica Solutions Group, Inc. March 2013 - January 2015
John Hancock Funds, LLC March 2010 - March 2013
Pioneer Investments January 2006 - March 2010
Pioneer Investments June 2004 - January 2006
WELLESLEY FINANCIAL GROUP January 2002 - June 2004
Skills
Public Speaking, Business Development, Mutual Funds, Series 7, Asset Allocation, Alternative Investments, Investments, Asset Managment, Wealth Management, Investment Advisory, Separately Managed..., Investment Strategies, Networking, Asset Management, Financial Advisory, Fixed Income, Portfolio Management
Education
Boston University Questrom School of Business 2004 — 2005
Master of Science, Investment Management
University of Colorado Boulder 1989 — 1993
Bachelor of Arts, History
Gina Hawley's Symmetry Partners Experience December 2012 - January 2014
Job Reinsurance Associate at Cooper Gay Swett & Crawford
Industry Financial Services
Experience
Cooper Gay Swett & Crawford January 2014 - Present
Symmetry Partners December 2012 - January 2014
Island Outfitters June 2011 - January 2014
NewOak Capital May 2012 - August 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Customer Service, Investments, Microsoft Office, Lottery, Outlook, Microsoft Word, Windows, Environmental Awareness, Photoshop, Public Speaking, Morningstar Direct, Zephyr Style Advisor
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Florence University of the Arts 2011 — 2011
Study Abroad
Sacred Heart Academy 2005 — 2009
Cooper Gay Swett & Crawford January 2014 - Present
Symmetry Partners December 2012 - January 2014
Island Outfitters June 2011 - January 2014
NewOak Capital May 2012 - August 2012
Skills
Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Customer Service, Investments, Microsoft Office, Lottery, Outlook, Microsoft Word, Windows, Environmental Awareness, Photoshop, Public Speaking, Morningstar Direct, Zephyr Style Advisor
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Florence University of the Arts 2011 — 2011
Study Abroad
Sacred Heart Academy 2005 — 2009
Angela Rowan's Symmetry Partners Experience May 2014 - August 2014
Job Summer Associate at Berkeley Research Group LLC
Industry Financial Services
Experience
Boston College September 2013 - Present
Berkeley Research Group LLC June 2015 - July 2015
Symmetry Partners May 2014 - August 2014
Holiday Hill Day Camp and Recreation Center June 2010 - August 2013
Zodiac Aerospace June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Microsoft Word, Customer Service, Morningstar
Education
Boston College 2012 — 2016
Finance and English
East Catholic High School 2008 — 2012
Università Commerciale 'Luigi Bocconi'
Boston College September 2013 - Present
Berkeley Research Group LLC June 2015 - July 2015
Symmetry Partners May 2014 - August 2014
Holiday Hill Day Camp and Recreation Center June 2010 - August 2013
Zodiac Aerospace June 2012 - June 2013
Skills
Microsoft Excel, PowerPoint, Research, Analysis, Microsoft Word, Customer Service, Morningstar
Education
Boston College 2012 — 2016
Finance and English
East Catholic High School 2008 — 2012
Università Commerciale 'Luigi Bocconi'
Justin Veras, MBA Justin Veras, MBA's Symmetry Partners Experience March 2015 - Present
Job Advisor Services Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners March 2015 - Present
Forethought Financial Group, Inc. May 2013 - Present
AXA Equitable March 2012 - May 2013
Apple January 2012 - March 2012
AXA Equitable September 2008 - March 2012
Travelers Company March 2008 - September 2008
Skills
Strategic Planning, Marketing, Risk Management, Web Design, Website Development, Web Project Management, Web Content, Email Marketing, HTML emails, Email Hosting, Leadership, Content Management, Insurance
Education
Post University 2008 — 2010
Master's, Business Administration
The University of Connecticut 2001 — 2005
Bachelor's of Arts, English
St Paul 1996 — 2001
Symmetry Partners March 2015 - Present
Forethought Financial Group, Inc. May 2013 - Present
AXA Equitable March 2012 - May 2013
Apple January 2012 - March 2012
AXA Equitable September 2008 - March 2012
Travelers Company March 2008 - September 2008
Skills
Strategic Planning, Marketing, Risk Management, Web Design, Website Development, Web Project Management, Web Content, Email Marketing, HTML emails, Email Hosting, Leadership, Content Management, Insurance
Education
Post University 2008 — 2010
Master's, Business Administration
The University of Connecticut 2001 — 2005
Bachelor's of Arts, English
St Paul 1996 — 2001
Christopher Kar Christopher Kar's Symmetry Partners Experience June 2011 - August 2011
Job Field Agent at Knights of Columbus
Industry Insurance
Experience
Knights of Columbus September 2014 - Present
East End Food Consultants May 2004 - October 2014
DICK'S Sporting Goods November 2013 - April 2014
Mattituck Junior-Senior High School February 2012 - June 2012
Symmetry Partners June 2011 - August 2011
Merlin Securities July 2010 - August 2010
Skills
Sales Management, Sales Operations, Financial Analysis, Business Strategy, Internal Communications, Event Management, Account Management
Education
Clemson University 2008 — 2011
BS Business Management, Business Management, History, 3.71
Mattituck H.S. 2004 — 2008
High School Diploma
Knights of Columbus September 2014 - Present
East End Food Consultants May 2004 - October 2014
DICK'S Sporting Goods November 2013 - April 2014
Mattituck Junior-Senior High School February 2012 - June 2012
Symmetry Partners June 2011 - August 2011
Merlin Securities July 2010 - August 2010
Skills
Sales Management, Sales Operations, Financial Analysis, Business Strategy, Internal Communications, Event Management, Account Management
Education
Clemson University 2008 — 2011
BS Business Management, Business Management, History, 3.71
Mattituck H.S. 2004 — 2008
High School Diploma
Lorna Hallenbeck Lorna Hallenbeck's Symmetry Partners Experience January 2013 - Present
Job Sales Manager at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners January 2013 - Present
Symmetry Partners 2007 - January 2013
Symmetry Partners 2009 - 2013
TIAA-CREF 2004 - 2007
TIAA-CREF 1999 - 2004
TIAA-CREF 1995 - 1999
Skills
Management, Retirement Planning, Retirement, 401k, Strategic Planning, Strategic Financial..., Investments, Asset Allocation, Microsoft Excel, Sales, Wealth Management, Series 7, Investment Advisory, PowerPoint, Mutual Funds, Investment Strategies
Education
Albertus Magnus College 2002 — 2004
Associates, Communications
Symmetry Partners January 2013 - Present
Symmetry Partners 2007 - January 2013
Symmetry Partners 2009 - 2013
TIAA-CREF 2004 - 2007
TIAA-CREF 1999 - 2004
TIAA-CREF 1995 - 1999
Skills
Management, Retirement Planning, Retirement, 401k, Strategic Planning, Strategic Financial..., Investments, Asset Allocation, Microsoft Excel, Sales, Wealth Management, Series 7, Investment Advisory, PowerPoint, Mutual Funds, Investment Strategies
Education
Albertus Magnus College 2002 — 2004
Associates, Communications
Eric Melillo Eric Melillo's Symmetry Partners Experience March 2013 - November 2014
Job Senior Associate at Beacon Tree Capital LLC
Industry Venture Capital & Private Equity
Experience
Beacon Tree Capital LLC November 2014 - Present
Symmetry Partners March 2013 - November 2014
Sunquest Information Systems December 2012 - March 2013
Elite Capital Management Group November 2011 - March 2012
HFP Capital Markets LLC June 2011 - September 2011
Yale School of Medicine June 2009 - August 2010
Education
University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
Beacon Tree Capital LLC November 2014 - Present
Symmetry Partners March 2013 - November 2014
Sunquest Information Systems December 2012 - March 2013
Elite Capital Management Group November 2011 - March 2012
HFP Capital Markets LLC June 2011 - September 2011
Yale School of Medicine June 2009 - August 2010
Education
University of Connecticut 2007 — 2011
Bachelor of Arts, Economics
Alicia Fryc Alicia Fryc's Symmetry Partners Experience 2012 - Present
Job Regional Business Consultant at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Symmetry Partners 2012 - Present
Fusion Advisor Network 2011 - 2012
MetLife Financial Group of New York 2008 - 2011
MainStay Investments 2006 - 2008
Waddell & Reed 2004 - 2006
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Wealth Management, Investment Advisory, Portfolio Management, Risk Management, Investments, Financial Advisory, Finance, Asset Allocation, Securities, Retirement, Asset Management
Education
University of Connecticut 2000 — 2004
Bachelors, Economics
Brandon Duntz Brandon Duntz's Symmetry Partners Experience May 2008 - August 2008
Job Finance Major at the Univeristy of Connecticut School of Business
Industry Financial Services
Experience
99 Restaurants October 2006 - Present
Symmetry Partners May 2008 - August 2008
Olde Tymes Catering September 2004 - October 2006
Olde Tymes Restaurant September 2002 - October 2006
Education
The University of Connecticut School of Business 2005 — 2009
99 Restaurants October 2006 - Present
Symmetry Partners May 2008 - August 2008
Olde Tymes Catering September 2004 - October 2006
Olde Tymes Restaurant September 2002 - October 2006
Education
The University of Connecticut School of Business 2005 — 2009
Valerie Wuchert Valerie Wuchert's Symmetry Partners Experience January 2008 - April 2008
Job Application Analyst II at COCC
Industry Information Technology and Services
Experience
COCC July 2012 - Present
Farm Credit Financial Partners, Inc July 2008 - July 2012
Symmetry Partners January 2008 - April 2008
Open Solutions January 2005 - December 2007
COCC August 1990 - December 2004
Skills
SQL, Oracle SQL Developer, SharePoint, Business Analysis, Microsoft SQL Server, Analysis, Testing, Software Documentation, Visual Studio, Banking, Accounting, Process Improvement, Windows, Software Development, Databases, SDLC, Business Requirements, Access, XML, T-SQL, C#, .NET, Microsoft Word, Active Directory, Project Management, TFS, SQL Server, Excel, Word, Outlook, Documentation, Problem Solving, Microsoft Office, PL/SQL, Customer Service, Application Development, Requirements Definition, System Testing
Education
Southern Connecticut State University 1982 — 1986
Bachelor of Science (BS)
COCC July 2012 - Present
Farm Credit Financial Partners, Inc July 2008 - July 2012
Symmetry Partners January 2008 - April 2008
Open Solutions January 2005 - December 2007
COCC August 1990 - December 2004
Skills
SQL, Oracle SQL Developer, SharePoint, Business Analysis, Microsoft SQL Server, Analysis, Testing, Software Documentation, Visual Studio, Banking, Accounting, Process Improvement, Windows, Software Development, Databases, SDLC, Business Requirements, Access, XML, T-SQL, C#, .NET, Microsoft Word, Active Directory, Project Management, TFS, SQL Server, Excel, Word, Outlook, Documentation, Problem Solving, Microsoft Office, PL/SQL, Customer Service, Application Development, Requirements Definition, System Testing
Education
Southern Connecticut State University 1982 — 1986
Bachelor of Science (BS)
Charles Green, CFP Charles Green, CFP's Symmetry Partners Experience May 2007 - August 2010
Job Feeonly Financial Planner/Advisor at Springboard Asset Management, LLC
Industry Investment Management
Experience
Springboard Asset Management, LLC October 2010 - Present
Springboard Asset Management, LLC October 2010 - Present
Symmetry Partners May 2007 - August 2010
NewAlliance Bank October 2005 - May 2007
Fidelity Investments July 1995 - June 2003
Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Risk Management, Retirement, Investment Strategies, 401k, Financial Advisory, Asset Management, Wealth Management, Finance, Mutual Funds, Securities, Investments, Series 63, Strategic Financial..., Series 7
Education
Southern Methodist University 1985 — 1991
B.A., Math
Springboard Asset Management, LLC October 2010 - Present
Springboard Asset Management, LLC October 2010 - Present
Symmetry Partners May 2007 - August 2010
NewAlliance Bank October 2005 - May 2007
Fidelity Investments July 1995 - June 2003
Skills
Financial Planning, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Risk Management, Retirement, Investment Strategies, 401k, Financial Advisory, Asset Management, Wealth Management, Finance, Mutual Funds, Securities, Investments, Series 63, Strategic Financial..., Series 7
Education
Southern Methodist University 1985 — 1991
B.A., Math
Dan Ebinger's Symmetry Partners Experience June 2011 - Present
Job
Industry Financial Services
Experience
Symmetry Partners June 2011 - Present
Wellness Financial Advisors January 2009 - June 2011
Capital Financial Group, LLC January 2008 - January 2009
Avondale Partners, LLC January 2007 - July 2007
Students in Free Enterprise (SIFE) January 2007 - July 2007
Education
2015 Level III Candidate in the CFA Program
Belmont University 2004 — 2007
BBA, Finance
University of Maryland College Park 2003 — 2004
BA, Architecture
Symmetry Partners June 2011 - Present
Wellness Financial Advisors January 2009 - June 2011
Capital Financial Group, LLC January 2008 - January 2009
Avondale Partners, LLC January 2007 - July 2007
Students in Free Enterprise (SIFE) January 2007 - July 2007
Education
2015 Level III Candidate in the CFA Program
Belmont University 2004 — 2007
BBA, Finance
University of Maryland College Park 2003 — 2004
BA, Architecture
Rebecca Cioban's Symmetry Partners Experience August 2007 - Present
Job Research Analyst at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners August 2007 - Present
Education
University of Connecticut 2003 — 2007
BA, Globalization and Economics
Symmetry Partners August 2007 - Present
Education
University of Connecticut 2003 — 2007
BA, Globalization and Economics
Alba Tedone's Symmetry Partners Experience March 2007 - February 2010
Job Investment Consultant at USI Consulting Group
Industry Investment Management
Experience
USI Consulting Group October 2013 - Present
USI Consulting Group February 2010 - September 2013
Symmetry Partners March 2007 - February 2010
Education
Central Connecticut State University 2003 — 2007
USI Consulting Group October 2013 - Present
USI Consulting Group February 2010 - September 2013
Symmetry Partners March 2007 - February 2010
Education
Central Connecticut State University 2003 — 2007
Jennifer Lamy's Symmetry Partners Experience August 2005 - April 2009
Job Accounting at GCI Outdoor, Inc.
Industry Sporting Goods
Experience
GCI Outdoor, Inc. July 2009 - Present
Symmetry Partners August 2005 - April 2009
Northeast Utilities October 2001 - October 2004
CIGNA 1996 - 2001
Education
University of Hartford 1996 — 1999
MBA, Management
Bryant University 1992 — 1996
GCI Outdoor, Inc. July 2009 - Present
Symmetry Partners August 2005 - April 2009
Northeast Utilities October 2001 - October 2004
CIGNA 1996 - 2001
Education
University of Hartford 1996 — 1999
MBA, Management
Bryant University 1992 — 1996
Elizabeth Brochu's Symmetry Partners Experience September 2009 - Present
Job Manager, Marketing Communications at Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners September 2009 - Present
Phoenix 2007 - Present
MassMutual Financial Group 2005 - 2007
CIGNA 1995 - 1997
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1994
M.S., Health Care Management
Southern Connecticut State University
Symmetry Partners September 2009 - Present
Phoenix 2007 - Present
MassMutual Financial Group 2005 - 2007
CIGNA 1995 - 1997
Education
Rensselaer Polytechnic Institute at Hartford 1992 — 1994
M.S., Health Care Management
Southern Connecticut State University
David Ambrico's Symmetry Partners Experience June 2014 - Present
Job Experienced Financial Services Professional. Technology and Practice Management Consultant
Industry Financial Services
Experience
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Edward Avery's Symmetry Partners Experience August 2013 - Present
Job Manager of Development and Integration at Symmetry Partners
Industry Information Technology and Services
Experience
Symmetry Partners August 2013 - Present
SS&C Technologies June 2011 - August 2013
SS&C Technologies June 2010 - June 2011
SS&C Technologies October 2006 - June 2010
Pharmedica Communications 2004 - 2006
4uDoctor, Inc May 2001 - 2004
Shared Technologies Cellular, Inc. September 1999 - May 2001
Skills
HTML, SQL, Agile Methodologies, Integration, Microsoft SQL Server, XML, Databases, SDLC, Business Analysis, Software Development, Requirements Analysis, Software Project..., .NET, Visio, Access, Project Management, SharePoint
Education
Central Connecticut State University 1999 — 2001
B.S., Computer Science
Shoreline Community College 1997 — 1999
Assoc., Computer Science
Symmetry Partners August 2013 - Present
SS&C Technologies June 2011 - August 2013
SS&C Technologies June 2010 - June 2011
SS&C Technologies October 2006 - June 2010
Pharmedica Communications 2004 - 2006
4uDoctor, Inc May 2001 - 2004
Shared Technologies Cellular, Inc. September 1999 - May 2001
Skills
HTML, SQL, Agile Methodologies, Integration, Microsoft SQL Server, XML, Databases, SDLC, Business Analysis, Software Development, Requirements Analysis, Software Project..., .NET, Visio, Access, Project Management, SharePoint
Education
Central Connecticut State University 1999 — 2001
B.S., Computer Science
Shoreline Community College 1997 — 1999
Assoc., Computer Science
Philip McDonald, CFA, CAIA, CIPM's Symmetry Partners Experience April 2013 - Present
Job Experienced CFA Charter Holder
Industry Investment Management
Experience
Symmetry Partners April 2013 - Present
Symmetry Partners 2010 - 2013
The Hartford 2007 - 2010
Prudential Capital Group 2003 - 2005
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Analytics, Asset Allocation, Microsoft Excel, Finance, PowerPoint, Asset Managment, Venture Capital, Valuation, Bloomberg, Access, Asset Management, Financial Analysis
Education
The University of Connecticut 2007 — 2009
MBA
Georgetown University 1995 — 1999
BSFS
Symmetry Partners April 2013 - Present
Symmetry Partners 2010 - 2013
The Hartford 2007 - 2010
Prudential Capital Group 2003 - 2005
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Analytics, Asset Allocation, Microsoft Excel, Finance, PowerPoint, Asset Managment, Venture Capital, Valuation, Bloomberg, Access, Asset Management, Financial Analysis
Education
The University of Connecticut 2007 — 2009
MBA
Georgetown University 1995 — 1999
BSFS
Jayana Mitchell's Symmetry Partners Experience July 2009 - September 2013
Job Accounting Professional
Industry Accounting
Experience
Wesleyan University November 2014 - Present
Tessani October 2014 - Present
Radio Frequency Systems (RFS) November 2013 - November 2014
Symmetry Partners July 2009 - September 2013
IKEA Group July 2008 - July 2013
Starbucks July 2010 - June 2011
Skills
iSell, Microsoft Excel, Microsoft Word, SAMS, Zephyr Style Advisor, Dimensional Returns 2, Adobe Professional, QuickBooks, Microsoft Access, Microsoft Visio, Vlookup, Data Integrity, Data Audit, Access, OneNote, PowerPoint, Sales, Invoicing, Visio, Marketing, Finance, Customer Service, Analysis, Microsoft Office, Accounting, Payroll
Education
Central Connecticut State University 2008 — 2012
BS, International Business, Accounting
Berkeley College-New York 2007 — 2008
BS, International Business
Wesleyan University November 2014 - Present
Tessani October 2014 - Present
Radio Frequency Systems (RFS) November 2013 - November 2014
Symmetry Partners July 2009 - September 2013
IKEA Group July 2008 - July 2013
Starbucks July 2010 - June 2011
Skills
iSell, Microsoft Excel, Microsoft Word, SAMS, Zephyr Style Advisor, Dimensional Returns 2, Adobe Professional, QuickBooks, Microsoft Access, Microsoft Visio, Vlookup, Data Integrity, Data Audit, Access, OneNote, PowerPoint, Sales, Invoicing, Visio, Marketing, Finance, Customer Service, Analysis, Microsoft Office, Accounting, Payroll
Education
Central Connecticut State University 2008 — 2012
BS, International Business, Accounting
Berkeley College-New York 2007 — 2008
BS, International Business
Michelle Dugentas's Symmetry Partners Experience November 2004 - January 2007
Job Administrative Assistant at Mendoza & Associates
Industry Financial Services
Experience
Mendoza & Associates April 2008 - Present
Symmetry Partners November 2004 - January 2007
Fleet Bank April 1997 - September 1999
Education
Manchester Community College
ABA, Business Administration
Mendoza & Associates April 2008 - Present
Symmetry Partners November 2004 - January 2007
Fleet Bank April 1997 - September 1999
Education
Manchester Community College
ABA, Business Administration
Jennifer Ho, CPA's Symmetry Partners Experience May 2009 - September 2011
Job Financial Practices and Compliance Services Analyst at Archdiocese of Boston
Industry Accounting
Experience
Archdiocese of Boston October 2014 - Present
Grant Thornton LLP October 2011 - October 2014
The Tennis and Racquet Club June 2008 - October 2011
Symmetry Partners May 2009 - September 2011
Elderhostel May 2010 - January 2011
Skills
Investments, Accounting, Financial Reporting, Auditing, Competitive Analysis, Internal Controls
Education
Boston University 2007 — 2011
Bachelor of Science, Business Administration
Archdiocese of Boston October 2014 - Present
Grant Thornton LLP October 2011 - October 2014
The Tennis and Racquet Club June 2008 - October 2011
Symmetry Partners May 2009 - September 2011
Elderhostel May 2010 - January 2011
Skills
Investments, Accounting, Financial Reporting, Auditing, Competitive Analysis, Internal Controls
Education
Boston University 2007 — 2011
Bachelor of Science, Business Administration
Deborah Kurnik's Symmetry Partners Experience April 2011 - Present
Job Symmetry Partners
Industry Investment Management
Experience
Symmetry Partners April 2011 - Present
Alpha Equity Management April 2008 - April 2011
ING Investment Management January 2000 - April 2011
Skills
Asset Managment, Portfolio Management, Hedge Funds, Equities, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Investment Strategies, Securities, Risk Management, Mutual Funds
Education
Central Connecticut State University
Symmetry Partners April 2011 - Present
Alpha Equity Management April 2008 - April 2011
ING Investment Management January 2000 - April 2011
Skills
Asset Managment, Portfolio Management, Hedge Funds, Equities, Fixed Income, Asset Allocation, Bloomberg, Derivatives, Investment Strategies, Securities, Risk Management, Mutual Funds
Education
Central Connecticut State University
Dana D'Auria's Symmetry Partners Experience
Job Director of Research at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners
Skills
Investment Strategies, Asset Allocation, Asset Managment, Wealth Management, Investment Advisory, Hedge Funds, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Investments, Series 7, Retirement, Securities
Education
Fairfield University
Symmetry Partners
Skills
Investment Strategies, Asset Allocation, Asset Managment, Wealth Management, Investment Advisory, Hedge Funds, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Investments, Series 7, Retirement, Securities
Education
Fairfield University
Jessica Ern's Symmetry Partners Experience June 2012 - October 2013
Job Product Development Specialist
Industry Financial Services
Experience
Voya Financial September 2015 - Present
Ion Insurance Corporation April 2015 - September 2015
Paychex October 2013 - April 2015
Symmetry Partners June 2012 - October 2013
Symmetry Partners May 2011 - May 2012
Community Renewal Team 2009 - 2011
Wheeler Clinic 2008 - 2009
3M 2007 - 2009
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Marketing, Customer Service, Research, Non-profits, Strategic Planning, Community Outreach, Business Development, New Business Development, Sales, Nonprofits, Management, Leadership, Insurance
Education
University of Hartford 2005 — 2009
B.A. in Criminal Justice, Criminal Justice and Corrections
Voya Financial September 2015 - Present
Ion Insurance Corporation April 2015 - September 2015
Paychex October 2013 - April 2015
Symmetry Partners June 2012 - October 2013
Symmetry Partners May 2011 - May 2012
Community Renewal Team 2009 - 2011
Wheeler Clinic 2008 - 2009
3M 2007 - 2009
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Marketing, Customer Service, Research, Non-profits, Strategic Planning, Community Outreach, Business Development, New Business Development, Sales, Nonprofits, Management, Leadership, Insurance
Education
University of Hartford 2005 — 2009
B.A. in Criminal Justice, Criminal Justice and Corrections
Shannon Rooney's Symmetry Partners Experience August 2014 - Present
Job Client Service Representative at Symmetry Partners
Industry
Experience
Symmetry Partners August 2014 - Present
AdviceOne LLC May 2013 - August 2014
State of Connecticut January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Manchester High School 2005 — 2009
Symmetry Partners August 2014 - Present
AdviceOne LLC May 2013 - August 2014
State of Connecticut January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Training
Education
Eastern Connecticut State University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Manchester High School 2005 — 2009
Leonard Brukman's Symmetry Partners Experience April 2015 - Present
Job Intern at Symmetry Partners
Industry Financial Services
Experience
Symmetry Partners April 2015 - Present
People's United Bank May 2014 - May 2015
Glastonbury Parks and Rec. June 2011 - April 2015
Live Nation Entertainment June 2013 - September 2013
Skills
Mathematics, Economics, Team Leadership, Team Management, Team Building, Leadership, Macintosh Applications, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Internet Explorer, Internet Banking, Banking, Teller Operations, Cash Flow, Investments, Finance, Financial Analysis, Organizing Meetings
Education
University of Connecticut 2013 — 2016
Bachelor's Degree, Economics, junior
Glastonbury High School 2009 — 2013
High School Diploma, General Studies
Symmetry Partners April 2015 - Present
People's United Bank May 2014 - May 2015
Glastonbury Parks and Rec. June 2011 - April 2015
Live Nation Entertainment June 2013 - September 2013
Skills
Mathematics, Economics, Team Leadership, Team Management, Team Building, Leadership, Macintosh Applications, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, Internet Explorer, Internet Banking, Banking, Teller Operations, Cash Flow, Investments, Finance, Financial Analysis, Organizing Meetings
Education
University of Connecticut 2013 — 2016
Bachelor's Degree, Economics, junior
Glastonbury High School 2009 — 2013
High School Diploma, General Studies