The Bulfinch Group
Description
Address: 160 Gould St #310, Needham, MA 02494 Hours: Closed ⋅ Opens 9AM Fri Thursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 449-4402Place name: : : : Category: Website: : : : Website: https://agencies.guardianlife.com/northeast/needham/160-gould-street Category: Insurance agency 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.
The Bulfinch Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Bulfinch Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Bulfinch Group Employees
Employee
Years
Job
Industry
Meghan Michalak Meghan Michalak's The Bulfinch Group Experience August 2013 - August 2014
Job .
Industry Financial Services
Experience
Direct Finance Corp May 2015 - Present
The Bulfinch Group August 2013 - August 2014
Hemenway & Barnes, LLP May 2009 - August 2013
Pierce, Davis & Perritano, LLC October 2008 - May 2009
Wilmer Cutler Pickering Hale and Dorr LLP October 2006 - October 2008
The Best of Boston, LTD March 2006 - October 2006
Skills
Invoicing, Microsoft Office, Customer Relations, Outlook, Budgeting, Problem Solving, Administration, Billing, Customer Service, Microsoft Word, System Administration, Software Documentation, Social Media, Microsoft Excel, Budgets, Government, Access, Editing, Management, Accounting, PowerPoint, Analysis, Insurance, Accounts Receivable, Event Planning, Nonprofits, Legal Writing, Training, Fundraising, Data Analysis, Financial Reporting, Manage Client..., Strategic Planning, Legal Research, Spreadsheets, Financial Analysis
Education
Northeastern University 2001 — 2006
BS, Management/International Business
Northeastern University 2001 — 2006
Bachelor's degree
Direct Finance Corp May 2015 - Present
The Bulfinch Group August 2013 - August 2014
Hemenway & Barnes, LLP May 2009 - August 2013
Pierce, Davis & Perritano, LLC October 2008 - May 2009
Wilmer Cutler Pickering Hale and Dorr LLP October 2006 - October 2008
The Best of Boston, LTD March 2006 - October 2006
Skills
Invoicing, Microsoft Office, Customer Relations, Outlook, Budgeting, Problem Solving, Administration, Billing, Customer Service, Microsoft Word, System Administration, Software Documentation, Social Media, Microsoft Excel, Budgets, Government, Access, Editing, Management, Accounting, PowerPoint, Analysis, Insurance, Accounts Receivable, Event Planning, Nonprofits, Legal Writing, Training, Fundraising, Data Analysis, Financial Reporting, Manage Client..., Strategic Planning, Legal Research, Spreadsheets, Financial Analysis
Education
Northeastern University 2001 — 2006
BS, Management/International Business
Northeastern University 2001 — 2006
Bachelor's degree
Kevin Ramsdell Kevin Ramsdell's The Bulfinch Group Experience 1999 - 2000
Job Business Analytics Solution Architect
Industry Information Technology and Services
Experience
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Mainline Information Systems November 2012 - Present
Software by Design, Inc June 2007 - November 2012
Jefferies & Company June 2004 - June 2007
Morgan Stanley March 2004 - May 2004
The Bank of New York November 2002 - March 2004
Lewtan Technologies 1999 - 2003
The Bulfinch Group 1999 - 2000
Skills
Business Intelligence, IBM Cognos, Red Hat, JBoss, Microstrategy, Data Warehousing, Business Analysis, Dashboard, Business Analytics, ETL, Data Modeling, Analytics, OLAP, Performance Management, Financial Services, Cognos
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
Masters, Computer Information Systems
Bentley University 1991 — 1995
Bachelors of Science, Finance
Brilene Faherty, MBA's The Bulfinch Group Experience 2013 - Present
Job Helping professionals, families and businesses achieve clarity and confidence on their path to financial success
Industry Financial Services
Experience
The Bulfinch Group 2013 - Present
The Rockland Chamber of Commerce 2014 - Present
WomensWorth 2013 - Present
South Shore Workforce Investment Board 2013 - Present
Vital Impact 2013 - 2015
First Financial Trust, N.A. 2012 - 2013
A Healthy Balance 2011 - 2012
Morrissey, Hawkins & Lynch 2010 - 2012
State Street 2008 - 2010
Skills
Social Media, Outlook, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Fundraising, Time Management, Account Reconciliation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Excel, Word, Customer Relations, Reconciliation, Compliance, Budgeting, Entrepreneurship, Securities, Accounting, Bloomberg, Financial Services, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Management, Small Business, Asset Allocation, Portfolio Management, Strategy, Series 7, Finance, Sales, Series 63, Strategic Planning, Marketing, Leadership, Insurance, Retirement, Nonprofits, Consulting, Marketing Strategy, Public Speaking, Retirement Planning, Social Networking, Risk Management
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA), Management, Marketing
Fairfield University 2004 — 2008
Bachelor of Arts, Politcal Science, English
University of Florence 2006 — 2006
Semester Abroad, Art History, Italian, History, Chemistry
Fontbonne Academy 2000 — 2004
High School Diploma
The Bulfinch Group 2013 - Present
The Rockland Chamber of Commerce 2014 - Present
WomensWorth 2013 - Present
South Shore Workforce Investment Board 2013 - Present
Vital Impact 2013 - 2015
First Financial Trust, N.A. 2012 - 2013
A Healthy Balance 2011 - 2012
Morrissey, Hawkins & Lynch 2010 - 2012
State Street 2008 - 2010
Skills
Social Media, Outlook, PowerPoint, Microsoft Office, Customer Service, Problem Solving, Fundraising, Time Management, Account Reconciliation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Excel, Word, Customer Relations, Reconciliation, Compliance, Budgeting, Entrepreneurship, Securities, Accounting, Bloomberg, Financial Services, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Management, Small Business, Asset Allocation, Portfolio Management, Strategy, Series 7, Finance, Sales, Series 63, Strategic Planning, Marketing, Leadership, Insurance, Retirement, Nonprofits, Consulting, Marketing Strategy, Public Speaking, Retirement Planning, Social Networking, Risk Management
Education
University of Massachusetts Boston 2010 — 2013
Master of Business Administration (MBA), Management, Marketing
Fairfield University 2004 — 2008
Bachelor of Arts, Politcal Science, English
University of Florence 2006 — 2006
Semester Abroad, Art History, Italian, History, Chemistry
Fontbonne Academy 2000 — 2004
High School Diploma
Kenneth Perlow, Esq. Kenneth Perlow, Esq.'s The Bulfinch Group Experience 2010 - 2012
Job Experienced attorney and strategic advisor
Industry Automotive
Experience
The Bulfinch Group 2010 - 2012
Perlow and Perlow, Attorneys and Counselors at Law 1985 - 2004
Perlow Ford/Perlow Toyota/Petersen Linclon Mercury 1976 - 1991
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Refinance, Commercial Lending, Residential Mortgages, Real Estate, Financial Analysis, Finance, FHA, Commercial Mortgages, Risk Management, Construction Loans, Strategic Financial..., Negotiation, Estate Planning, Business Development, Insurance
Education
Boston University School of Law 1982 — 1985
J.D
Tufts University 1978 — 1982
B.A, Economics
The Bulfinch Group 2010 - 2012
Perlow and Perlow, Attorneys and Counselors at Law 1985 - 2004
Perlow Ford/Perlow Toyota/Petersen Linclon Mercury 1976 - 1991
Skills
Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Refinance, Commercial Lending, Residential Mortgages, Real Estate, Financial Analysis, Finance, FHA, Commercial Mortgages, Risk Management, Construction Loans, Strategic Financial..., Negotiation, Estate Planning, Business Development, Insurance
Education
Boston University School of Law 1982 — 1985
J.D
Tufts University 1978 — 1982
B.A, Economics
Charles Speer's The Bulfinch Group Experience May 2012 - January 2014
Job Development Analyst / Assistant Controller at Highland Development
Industry Real Estate
Experience
Highland Development June 2014 - Present
The Bulfinch Group May 2012 - January 2014
Highland Development 2013 - 2013
Skills
Microsoft Excel, Data Analysis, Finance, Financial Analysis, Financial Modeling, Market Research, Construction Estimating
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Development June 2014 - Present
The Bulfinch Group May 2012 - January 2014
Highland Development 2013 - 2013
Skills
Microsoft Excel, Data Analysis, Finance, Financial Analysis, Financial Modeling, Market Research, Construction Estimating
Education
University of Notre Dame 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Svetlana Murphy Svetlana Murphy's The Bulfinch Group Experience August 2013 - July 2015
Job Account Administrator, Mutual Funds Custody at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2015 - Present
The Bulfinch Group August 2013 - July 2015
Nova Interiors March 2011 - August 2013
Benoit Real Estate Group, LLC May 2010 - February 2011
ICT Company October 2005 - February 2010
New England Transportation June 2003 - October 2005
Skills
Access, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Publisher, Marketing, PowerPoint, Salesforce.com, Management, Sales, Business Development, Bloomberg, Strategic Planning, SWOT analysis, Fundamental Analysis, Stock Market, Leadership, Presentations, Finance, Financial Analysis
Education
University of Massachusetts Boston 2013 — 2015
Bachelor of Science (B.S.), Business Management/Finance
Bunker Hill Community College 2012 — 2013
Associate of Arts (A.A.), Business Management, 4.0
Ulyanovsk State University 1999 — 2003
Bachelor of Science (B.S.), Linguistics
BNY Mellon August 2015 - Present
The Bulfinch Group August 2013 - July 2015
Nova Interiors March 2011 - August 2013
Benoit Real Estate Group, LLC May 2010 - February 2011
ICT Company October 2005 - February 2010
New England Transportation June 2003 - October 2005
Skills
Access, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Office, Microsoft Publisher, Marketing, PowerPoint, Salesforce.com, Management, Sales, Business Development, Bloomberg, Strategic Planning, SWOT analysis, Fundamental Analysis, Stock Market, Leadership, Presentations, Finance, Financial Analysis
Education
University of Massachusetts Boston 2013 — 2015
Bachelor of Science (B.S.), Business Management/Finance
Bunker Hill Community College 2012 — 2013
Associate of Arts (A.A.), Business Management, 4.0
Ulyanovsk State University 1999 — 2003
Bachelor of Science (B.S.), Linguistics
Stuart Wagonfeld's The Bulfinch Group Experience November 2006 - September 2012
Job Technical Recruiter at Business Knowledge Services 5084294977
Industry Staffing and Recruiting
Experience
Business Knowledge Services September 2014 - Present
Randstad Professionals August 2012 - September 2014
The Bulfinch Group November 2006 - September 2012
Independent Consultant November 2004 - October 2006
Adaptive Networks, Inc. August 1997 - October 2004
Rockslide, Inc. July 1995 - July 1997
Adaptive Networks, Inc. June 1991 - July 1995
Adaptive Networks, Inc. January 1988 - June 1991
Skills
Insurance, Investments, Strategic Financial..., Small Business, Wealth Management, Mutual Funds, Financial Services, Securities, Retirement Planning, New Business Development, Estate Planning, Strategic Planning, Asset Managment, Marketing Strategy, Retirement, Risk Management, Financial Analysis, Marketing, Business Strategy, Sales, Recruiting, Strategy, Finance, Human Resources, Employee Benefits, Temporary Placement
Education
Boston University
BA, International Relations
Horace Mann School
Business Knowledge Services September 2014 - Present
Randstad Professionals August 2012 - September 2014
The Bulfinch Group November 2006 - September 2012
Independent Consultant November 2004 - October 2006
Adaptive Networks, Inc. August 1997 - October 2004
Rockslide, Inc. July 1995 - July 1997
Adaptive Networks, Inc. June 1991 - July 1995
Adaptive Networks, Inc. January 1988 - June 1991
Skills
Insurance, Investments, Strategic Financial..., Small Business, Wealth Management, Mutual Funds, Financial Services, Securities, Retirement Planning, New Business Development, Estate Planning, Strategic Planning, Asset Managment, Marketing Strategy, Retirement, Risk Management, Financial Analysis, Marketing, Business Strategy, Sales, Recruiting, Strategy, Finance, Human Resources, Employee Benefits, Temporary Placement
Education
Boston University
BA, International Relations
Horace Mann School
Sandra Capuano's The Bulfinch Group Experience 2009 - 2009
Job Consultant/Owner at SMC Accounting Services
Industry Accounting
Experience
SMC Accounting Services May 2011 - Present
Cohen & Associates July 2010 - October 2010
The Bulfinch Group 2009 - 2009
Osram Sylvania June 2006 - November 2008
Osram Sylvania June 1994 - June 2006
Skills
Accounting, Accounts Payable
Education
Lesley University 1992 — 1994
B.S., Management
Bentley University 1976 — 1981
Accounting
Endicott College 1974 — 1976
A.S., Administration
Universal Accounting
Certification, Professional Bookkeeping
SMC Accounting Services May 2011 - Present
Cohen & Associates July 2010 - October 2010
The Bulfinch Group 2009 - 2009
Osram Sylvania June 2006 - November 2008
Osram Sylvania June 1994 - June 2006
Skills
Accounting, Accounts Payable
Education
Lesley University 1992 — 1994
B.S., Management
Bentley University 1976 — 1981
Accounting
Endicott College 1974 — 1976
A.S., Administration
Universal Accounting
Certification, Professional Bookkeeping
Erik Williams Erik Williams's The Bulfinch Group Experience January 2010 - October 2013
Job Educational Support Personnel at Middleborough High School
Industry Financial Services
Experience
Middleborough High School October 2014 - Present
Cardinal Spellman High School September 2012 - Present
Middleborough High School November 2014 - Present
Flagship Harbor Advisors October 2013 - April 2014
South Shore Arthritis Walk November 2008 - April 2014
Atlantic Advisers Insurance Agency January 2011 - October 2013
The Bulfinch Group January 2010 - October 2013
Bridgewater Credit Union May 2008 - September 2009
Sovereign Bank September 2007 - May 2008
Sovereign Bank April 2005 - September 2007
Skills
Asset Management, Asset Managment, Banking, Budgets, Cash Management, Coaching, Credit, Customer Service, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Helping Clients Succeed, Insurance, Investments, Leadership, Life Insurance, Loans, Management, Marketing, Microsoft Excel, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Sales Operations, Securities, Small Business, Strategic Financial...
Education
Bates College 1999 — 2003
Sacred Heart High School 1996 — 1999
Middleborough High School October 2014 - Present
Cardinal Spellman High School September 2012 - Present
Middleborough High School November 2014 - Present
Flagship Harbor Advisors October 2013 - April 2014
South Shore Arthritis Walk November 2008 - April 2014
Atlantic Advisers Insurance Agency January 2011 - October 2013
The Bulfinch Group January 2010 - October 2013
Bridgewater Credit Union May 2008 - September 2009
Sovereign Bank September 2007 - May 2008
Sovereign Bank April 2005 - September 2007
Skills
Asset Management, Asset Managment, Banking, Budgets, Cash Management, Coaching, Credit, Customer Service, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Services, Helping Clients Succeed, Insurance, Investments, Leadership, Life Insurance, Loans, Management, Marketing, Microsoft Excel, Mortgage Lending, Mutual Funds, New Business Development, Portfolio Management, Public Speaking, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Sales Operations, Securities, Small Business, Strategic Financial...
Education
Bates College 1999 — 2003
Sacred Heart High School 1996 — 1999
Peter Kong's The Bulfinch Group Experience August 2015 - Present
Job Financial Representative at The Bulfinch Group
Industry Financial Services
Experience
The Bulfinch Group August 2015 - Present
Wellesley Financial Group & Insurance Agency October 2014 - Present
FroyoWorld November 2012 - Present
Colors Beauty, LLC February 2000 - Present
Skills
Customer Service, Microsoft Office, Marketing, Marketing Strategy, Management, Leadership, Sales Management, Budgets, Sales, Social Media Marketing, Event Planning, Finance, Financial Analysis, Microsoft Word, Public Speaking
Education
Boston University
University of Massachusetts Boston
The Bulfinch Group August 2015 - Present
Wellesley Financial Group & Insurance Agency October 2014 - Present
FroyoWorld November 2012 - Present
Colors Beauty, LLC February 2000 - Present
Skills
Customer Service, Microsoft Office, Marketing, Marketing Strategy, Management, Leadership, Sales Management, Budgets, Sales, Social Media Marketing, Event Planning, Finance, Financial Analysis, Microsoft Word, Public Speaking
Education
Boston University
University of Massachusetts Boston
Joshua Velez's The Bulfinch Group Experience June 2015 - August 2015
Job Financial Services Major at Bryant University
Industry
Experience
Aditum Promotions June 2014 - Present
The Bulfinch Group June 2015 - August 2015
Baystate Musculoskeletal Center P.C June 2010 - September 2014
Skills
Public Speaking, Social Media, Computer Proficiency, Social Media Marketing, Marketing, Facebook, PowerPoint, Video Editing, Photography, Business, Time Management, Organization, Microsoft Office, Mac OS, Networking, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Management
Education
Bryant University 2013 — 2017
Bachelor’s Degree, Financial Services
Central Catholic High School 2009 — 2013
Aditum Promotions June 2014 - Present
The Bulfinch Group June 2015 - August 2015
Baystate Musculoskeletal Center P.C June 2010 - September 2014
Skills
Public Speaking, Social Media, Computer Proficiency, Social Media Marketing, Marketing, Facebook, PowerPoint, Video Editing, Photography, Business, Time Management, Organization, Microsoft Office, Mac OS, Networking, Microsoft Excel, Microsoft Word, Teamwork, Customer Service, Management
Education
Bryant University 2013 — 2017
Bachelor’s Degree, Financial Services
Central Catholic High School 2009 — 2013
Melissa Simeone Melissa Simeone's The Bulfinch Group Experience August 2012 - Present
Job Investment Coordinator
Industry Financial Services
Experience
The Bulfinch Group August 2012 - Present
Glen Village Properties May 2010 - August 2013
Boston Engineering June 2011 - August 2011
Waverley Oaks Athletic Club June 2004 - August 2011
Skills
Microsoft Word, PowerPoint, Adult CPR, Financial Reporting, Transaction Processing, Microsoft Excel, Marketing, Organization, Appointment Scheduling, Paperwork, Morningstar, Employee Training, Adobe, Event Planning, Fitness, AED
Education
Merrimack College 2008 — 2012
Bachelor of Science Degree, Business Administration; Marketing
The Bulfinch Group August 2012 - Present
Glen Village Properties May 2010 - August 2013
Boston Engineering June 2011 - August 2011
Waverley Oaks Athletic Club June 2004 - August 2011
Skills
Microsoft Word, PowerPoint, Adult CPR, Financial Reporting, Transaction Processing, Microsoft Excel, Marketing, Organization, Appointment Scheduling, Paperwork, Morningstar, Employee Training, Adobe, Event Planning, Fitness, AED
Education
Merrimack College 2008 — 2012
Bachelor of Science Degree, Business Administration; Marketing
Bob Lepson, CFP®'s The Bulfinch Group Experience 1994 - 1998
Job VPFinancial Planning at Braver Wealth Management
Industry Financial Services
Experience
Braver Wealth Management September 2011 - Present
Fidelity Investments 2004 - 2011
Fidelity Investments Life Insurance Company December 2000 - March 2004
North American Underwriting Managers 1998 - 2000
The Bulfinch Group 1994 - 1998
Chestnut Hill Financial Group 1991 - 1994
Education
Brandeis University
B.A., American Studies
Braver Wealth Management September 2011 - Present
Fidelity Investments 2004 - 2011
Fidelity Investments Life Insurance Company December 2000 - March 2004
North American Underwriting Managers 1998 - 2000
The Bulfinch Group 1994 - 1998
Chestnut Hill Financial Group 1991 - 1994
Education
Brandeis University
B.A., American Studies
Jay Forrester Jay Forrester's The Bulfinch Group Experience 2003 - 2005
Job Business Development | Consultant | Technology Sales
Industry Information Technology and Services
Experience
Genuity / UC&IT Consulting 2012 - Present
Wealth Protection Strategies, LLC 2005 - 2012
The Bulfinch Group 2003 - 2005
Qwest Communications 2001 - 2002
Equant Network Services 1998 - 2001
MCI Telecommunications January 1997 - June 1998
Skills
New Business Development, Solution Selling, Managed Services, Data Center, Cloud Computing, Unified Communications, IaaS, Team Lead, Consultative Selling, Strategic Planning, Professional Services, Data, Voice and IP..., Hosted Solutions, Disaster Recovery, Application Hosting, Business Continuity, MPLS VPN, SIP Trunking, Colo, IP PBX, Networking, Account Management, Management, VoIP, Sales, Selling, Solutions Marketing, Team Leadership
Education
University of Massachusetts Boston
BA, Economics
Solar Energy International (SEI)
Solar Electric Fundamentals and Grid-Direct Design, Solar PV
Genuity / UC&IT Consulting 2012 - Present
Wealth Protection Strategies, LLC 2005 - 2012
The Bulfinch Group 2003 - 2005
Qwest Communications 2001 - 2002
Equant Network Services 1998 - 2001
MCI Telecommunications January 1997 - June 1998
Skills
New Business Development, Solution Selling, Managed Services, Data Center, Cloud Computing, Unified Communications, IaaS, Team Lead, Consultative Selling, Strategic Planning, Professional Services, Data, Voice and IP..., Hosted Solutions, Disaster Recovery, Application Hosting, Business Continuity, MPLS VPN, SIP Trunking, Colo, IP PBX, Networking, Account Management, Management, VoIP, Sales, Selling, Solutions Marketing, Team Leadership
Education
University of Massachusetts Boston
BA, Economics
Solar Energy International (SEI)
Solar Electric Fundamentals and Grid-Direct Design, Solar PV
Mark W. Ferrante's The Bulfinch Group Experience March 2010 - July 2012
Job Director of Business Development at Life Solutions Group
Industry Financial Services
Experience
Life Solutions Group July 2012 - Present
The Bulfinch Group March 2010 - July 2012
Stepstone Mortgage July 2008 - February 2010
William Raveis-Real Estate, Mortgage, Insurance 2008 - 2009
William Raveis-Real Estate, Mortgage, Insurance 2008 - 2009
New Boston Mortgage 2003 - 2007
Skills
Life Insurance, Retirement Planning, Asset Allocation, Strategic Financial..., Insurance, Mortgage Lending, Finance, Estate Planning, Wealth Management, Financial Services, Fixed Annuities, Long-term Care, Portfolio Management, Term Life Insurance, Retirement, Long Term Care Insurance, Small Business, Financial Planning
Education
Rollins College 1986 — 1990
BA, History, Music
Pingree School 1984 — 1986
BA - History
Marblehead High School 1982 — 1984
Life Solutions Group July 2012 - Present
The Bulfinch Group March 2010 - July 2012
Stepstone Mortgage July 2008 - February 2010
William Raveis-Real Estate, Mortgage, Insurance 2008 - 2009
William Raveis-Real Estate, Mortgage, Insurance 2008 - 2009
New Boston Mortgage 2003 - 2007
Skills
Life Insurance, Retirement Planning, Asset Allocation, Strategic Financial..., Insurance, Mortgage Lending, Finance, Estate Planning, Wealth Management, Financial Services, Fixed Annuities, Long-term Care, Portfolio Management, Term Life Insurance, Retirement, Long Term Care Insurance, Small Business, Financial Planning
Education
Rollins College 1986 — 1990
BA, History, Music
Pingree School 1984 — 1986
BA - History
Marblehead High School 1982 — 1984
Richard Knox Richard Knox's The Bulfinch Group Experience March 2010 - March 2014
Job Partner at Reliant Financial Group and Insurance Planning
Industry Financial Services
Experience
Reliant Financial Group and Insurance Planning April 2014 - Present
The Bulfinch Group March 2010 - March 2014
Morgan Joseph & Co. June 2008 - November 2009
Raymond James and Associates 2005 - 2007
RBC Capital markets 1998 - 2005
Tucker Anthony January 1996 - April 1998
Leerink Swann 1996 - 1996
Adams Harkness and Hill 1994 - 1996
Putnam Investments 1986 - 1994
Skills
Series 7, Variable Annuities, Finance, Trading, Capital Markets, FINRA, Securities, Risk Management, Financial Services, Equity Trading, Equity Research, Investments, Investment Management, Series 63, Insurance, Wealth Management...
Education
University of Massachusetts Boston 1980 — 1983
BA, Economics
Massachusetts College of Liberal Arts
Reliant Financial Group and Insurance Planning April 2014 - Present
The Bulfinch Group March 2010 - March 2014
Morgan Joseph & Co. June 2008 - November 2009
Raymond James and Associates 2005 - 2007
RBC Capital markets 1998 - 2005
Tucker Anthony January 1996 - April 1998
Leerink Swann 1996 - 1996
Adams Harkness and Hill 1994 - 1996
Putnam Investments 1986 - 1994
Skills
Series 7, Variable Annuities, Finance, Trading, Capital Markets, FINRA, Securities, Risk Management, Financial Services, Equity Trading, Equity Research, Investments, Investment Management, Series 63, Insurance, Wealth Management...
Education
University of Massachusetts Boston 1980 — 1983
BA, Economics
Massachusetts College of Liberal Arts
Andrea Quagenti Andrea Quagenti's The Bulfinch Group Experience 2010 - December 2010
Job Founder / Creative Writer at Blessed Always
Industry Health, Wellness and Fitness
Experience
https://www.facebook.com/BlessedAlways22 2012 - Present
Sea Dog Brew Pub April 2012 - October 2012
Financial Planning Solutions, Inc. December 2010 - April 2012
The Bulfinch Group 2010 - December 2010
Fidelity Investments November 1998 - February 2008
Fidelity Investments August 2001 - May 2004
Skills
Asset Allocation, Banking, Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Risk, Financial Services, High Net Worth..., Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Personal Finance, Portfolio Management, Project Planning, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Training, Wealth, Wealth Management, Financial Planning
Education
Merrimack College 2008 — 2008
Certificate in Financial Planning
Salem State University 1992 — 1997
Our Lady of Nazareth Academy 1988 — 1992
Diploma, College Prepatory
NSCC
https://www.facebook.com/BlessedAlways22 2012 - Present
Sea Dog Brew Pub April 2012 - October 2012
Financial Planning Solutions, Inc. December 2010 - April 2012
The Bulfinch Group 2010 - December 2010
Fidelity Investments November 1998 - February 2008
Fidelity Investments August 2001 - May 2004
Skills
Asset Allocation, Banking, Budgets, Business Development, Customer Service, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Analysis, Financial Planners, Financial Risk, Financial Services, High Net Worth..., Insurance, Investments, Leadership, Management, Marketing, Mutual Funds, Personal Finance, Portfolio Management, Project Planning, Relationship Management, Retirement, Retirement Planning, Risk Management, Sales, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Training, Wealth, Wealth Management, Financial Planning
Education
Merrimack College 2008 — 2008
Certificate in Financial Planning
Salem State University 1992 — 1997
Our Lady of Nazareth Academy 1988 — 1992
Diploma, College Prepatory
NSCC
John Jake Akoury, CFP(R) John Jake Akoury, CFP(R)'s The Bulfinch Group Experience April 2005 - Present
Job CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
The Bulfinch Group April 2005 - Present
Boston University September 2014 - Present
American Express Financial Advisors 2002 - 2005
Stryker 2000 - 2002
Skills
Estate Planning, Retirement, Strategy, Small Business, Wealth Accumulation, Management, Budgets, Finance, Investments, Strategic Financial..., Strategic Planning, Risk Management, Asset Managment, Insurance, Financial Analysis, Personal Finance, Leadership, New Business Development, Life Insurance, Sales, Financial Services, Project Planning, Retirement Planning
Education
Fordham Gabelli School of Business 2001 — 2002
MBA, Finance & Accounting / Taxation
University of Maine 1986 — 1990
BA, Political Science
The Bulfinch Group April 2005 - Present
Boston University September 2014 - Present
American Express Financial Advisors 2002 - 2005
Stryker 2000 - 2002
Skills
Estate Planning, Retirement, Strategy, Small Business, Wealth Accumulation, Management, Budgets, Finance, Investments, Strategic Financial..., Strategic Planning, Risk Management, Asset Managment, Insurance, Financial Analysis, Personal Finance, Leadership, New Business Development, Life Insurance, Sales, Financial Services, Project Planning, Retirement Planning
Education
Fordham Gabelli School of Business 2001 — 2002
MBA, Finance & Accounting / Taxation
University of Maine 1986 — 1990
BA, Political Science
Colette Stukas Colette Stukas's The Bulfinch Group Experience August 2009 - March 2012
Job Pension Administrator at Cornerstone Group
Industry Financial Services
Experience
Cornerstone Group January 2012 - Present
The Bulfinch Group August 2009 - March 2012
Edward Jones Investments November 2005 - August 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Health Insurance, Employee Benefits, Financial Analysis, Accounting, Mortgage Lending
Education
University of Massachusetts, Amherst 1982 — 1986
BS, Mathematics
Cornerstone Group January 2012 - Present
The Bulfinch Group August 2009 - March 2012
Edward Jones Investments November 2005 - August 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Estate Planning, Disability Insurance, Wealth Management, Health Insurance, Employee Benefits, Financial Analysis, Accounting, Mortgage Lending
Education
University of Massachusetts, Amherst 1982 — 1986
BS, Mathematics
Meghan Harrington Meghan Harrington's The Bulfinch Group Experience October 2009 - June 2013
Job Senior Associate at Income Research & Management
Industry Financial Services
Experience
Income Research & Management 2013 - Present
The Bulfinch Group October 2009 - June 2013
Citadel Broadcasting, WOKQ August 2007 - January 2008
Education
University of New Hampshire 2005 — 2009
Bachelor of Arts
Income Research & Management 2013 - Present
The Bulfinch Group October 2009 - June 2013
Citadel Broadcasting, WOKQ August 2007 - January 2008
Education
University of New Hampshire 2005 — 2009
Bachelor of Arts
Paul LeBlanc's The Bulfinch Group Experience July 2002 - July 2003
Job Seeking next opportunity
Industry Investment Management
Experience
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Seeking New Position June 2015 - Present
Lazard Asset Management May 2012 - June 2015
Natixis Global Associates August 2008 - May 2012
Columbia Management August 2006 - August 2008
Bank of America December 2003 - August 2006
The Bulfinch Group July 2002 - July 2003
MetLife June 2001 - July 2002
Skills
Investments, Fixed Income, Equities, Investment Strategies, Management, Financial Services, Business Development, Finance, Analysis, Sales Presentations, CRM, Asset Management, Relationship Management, Entrepreneurship, Portfolio Management, Alternative Investments, Mutual Funds, Territory Development, Hedge Funds, Emerging Markets, Series 7
Education
Saint Anselm College 1997 — 2001
Business / Financial Economics
St. John's Prep 1993 — 1997
Aaron Petrovsky Aaron Petrovsky's The Bulfinch Group Experience June 2014 - August 2014
Job Finance student at U of A Eller College of Management
Industry Financial Services
Experience
The Bulfinch Group June 2014 - August 2014
Natick Ice Skating Rink December 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Financial Analysis, Time Management, Teamwork, Team Leadership
Education
University of Arizona, Eller College of Management 2015 — 2017
Finance and Financial Management Services
Westfield State University 2013 — 2015
The Bulfinch Group June 2014 - August 2014
Natick Ice Skating Rink December 2011 - April 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Social Media, Financial Analysis, Time Management, Teamwork, Team Leadership
Education
University of Arizona, Eller College of Management 2015 — 2017
Finance and Financial Management Services
Westfield State University 2013 — 2015
Roy Whitaker Roy Whitaker's The Bulfinch Group Experience August 2009 - November 2010
Job Owner at Lincoln Sign Company, Small Biz Consultant at Consilium
Industry Marketing and Advertising
Experience
Lincoln Sign Company January 2014 - Present
Consilium Advisory Group November 2010 - Present
Loon Mountain Resort February 2012 - Present
New England Disabled Sports January 2012 - February 2013
The Bulfinch Group August 2009 - November 2010
Aramark October 2008 - August 2009
Kingfisher Healthcare October 2006 - September 2008
RavenHouse International January 2005 - December 2006
DirectSelect Publishing June 1995 - December 2005
Psy-Ed Corporation June 1993 - June 1995
Skills
Business Strategy, Strategic Planning, Strategy Development, Business Development, Management, Strategy, Entrepreneurship, Leadership, Coaching, Sales, Marketing, Customer Relationship..., Business Efficiency, Finance, Analysis, Performance Metrics, Strategic Partnerships, Start-ups, Publishing, Strategic Financial..., Investment Banking, Advertising, Direct Marketing, Offset Printing, Manufacturing, Estate Planning, Social Media Marketing, Hospitality Industry, Nonprofits, Private Schools, Medical Technology, Professional Services, Distribution Center..., Fulfillment Services, Consulting, Family Business, Managerial Finance, Strategic Alliances, Financial Analysis, Team Building, Process Improvement, Business Analysis, Training, Program Management, Budgets, Change Management, Business Planning, P&L Management, Executive Management, New Business Development
Education
Bentley University 1989 — 1993
BS, Finance
Mercy College
Master of Business Administration (MBA), Direct Marketing
Lincoln Sign Company January 2014 - Present
Consilium Advisory Group November 2010 - Present
Loon Mountain Resort February 2012 - Present
New England Disabled Sports January 2012 - February 2013
The Bulfinch Group August 2009 - November 2010
Aramark October 2008 - August 2009
Kingfisher Healthcare October 2006 - September 2008
RavenHouse International January 2005 - December 2006
DirectSelect Publishing June 1995 - December 2005
Psy-Ed Corporation June 1993 - June 1995
Skills
Business Strategy, Strategic Planning, Strategy Development, Business Development, Management, Strategy, Entrepreneurship, Leadership, Coaching, Sales, Marketing, Customer Relationship..., Business Efficiency, Finance, Analysis, Performance Metrics, Strategic Partnerships, Start-ups, Publishing, Strategic Financial..., Investment Banking, Advertising, Direct Marketing, Offset Printing, Manufacturing, Estate Planning, Social Media Marketing, Hospitality Industry, Nonprofits, Private Schools, Medical Technology, Professional Services, Distribution Center..., Fulfillment Services, Consulting, Family Business, Managerial Finance, Strategic Alliances, Financial Analysis, Team Building, Process Improvement, Business Analysis, Training, Program Management, Budgets, Change Management, Business Planning, P&L Management, Executive Management, New Business Development
Education
Bentley University 1989 — 1993
BS, Finance
Mercy College
Master of Business Administration (MBA), Direct Marketing
Pat Ingoldsby's The Bulfinch Group Experience June 2011 - November 2013
Job Strategic Account Manager at ImageTech a Xerox Company
Industry Information Technology and Services
Experience
ImageTech a Xerox Company July 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. April 2014 - June 2015
Konica Minolta Business Solutions U.S.A., Inc. November 2012 - April 2014
The Bulfinch Group June 2011 - November 2013
Berkshire Insurance Group July 2006 - June 2011
Redstone Properties 2004 - 2006
Skills
Disability Insurance, Tax, Retirement Planning, Life Insurance, Insurance, Account Management, CRM, Employee Benefits, Estate Planning, Finance, Leadership, Management, New Business Development, Sales, Sales Process, Selling, Small Business, Training, Program Management, Salesforce.com, Sales Management, Strategic Financial..., Mutual Funds, Marketing, Real Estate, Time Management, Enterprise Software, Investments, Retirement, Financial Services, Customer Service
Education
Saint Michael's College 1997 — 2001
BS, Business Administration
Hingham High School 1994 — 1997
Thayer Academy 1989 — 1992
ImageTech a Xerox Company July 2015 - Present
Konica Minolta Business Solutions U.S.A., Inc. April 2014 - June 2015
Konica Minolta Business Solutions U.S.A., Inc. November 2012 - April 2014
The Bulfinch Group June 2011 - November 2013
Berkshire Insurance Group July 2006 - June 2011
Redstone Properties 2004 - 2006
Skills
Disability Insurance, Tax, Retirement Planning, Life Insurance, Insurance, Account Management, CRM, Employee Benefits, Estate Planning, Finance, Leadership, Management, New Business Development, Sales, Sales Process, Selling, Small Business, Training, Program Management, Salesforce.com, Sales Management, Strategic Financial..., Mutual Funds, Marketing, Real Estate, Time Management, Enterprise Software, Investments, Retirement, Financial Services, Customer Service
Education
Saint Michael's College 1997 — 2001
BS, Business Administration
Hingham High School 1994 — 1997
Thayer Academy 1989 — 1992
Erin Sarin's The Bulfinch Group Experience January 2012 - September 2015
Job Director of Enterprise Solutions at Ovuline
Industry Information Technology and Services
Experience
Ovuline September 2015 - Present
The Bulfinch Group January 2012 - September 2015
The Bulfinch Group January 2010 - January 2012
The Bulfinch Group June 2008 - January 2010
Northeastern University January 2008 - June 2008
Via Link November 2005 - November 2006
American Red Cross September 2005 - November 2005
Skills
Strategic Planning, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Budgets, Financial Analysis, Insurance, Marketing Strategy, Employee Benefits, Negotiation, Business Strategy, Management, Analysis, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
Loyola University New Orleans 2001 — 2005
BA, Psychology
Ovuline September 2015 - Present
The Bulfinch Group January 2012 - September 2015
The Bulfinch Group January 2010 - January 2012
The Bulfinch Group June 2008 - January 2010
Northeastern University January 2008 - June 2008
Via Link November 2005 - November 2006
American Red Cross September 2005 - November 2005
Skills
Strategic Planning, Event Planning, PowerPoint, Microsoft Excel, Microsoft Office, Project Management, Risk Management, Budgets, Financial Analysis, Insurance, Marketing Strategy, Employee Benefits, Negotiation, Business Strategy, Management, Analysis, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2007 — 2009
MBA, Finance
Loyola University New Orleans 2001 — 2005
BA, Psychology
Jason Hagger's The Bulfinch Group Experience July 2007 - April 2009
Job Senior Tax Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Grant Thornton LLP June 2012 - May 2013
Samet & Company January 2012 - April 2012
GSN April 2010 - January 2012
AECOM May 2009 - March 2010
The Bulfinch Group July 2007 - April 2009
Education
Bentley University 2012 — 2013
Master of Science (MS), Taxation
Bentley University 2008 — 2012
BS, Corporate Finance and Accounting
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Grant Thornton LLP June 2012 - May 2013
Samet & Company January 2012 - April 2012
GSN April 2010 - January 2012
AECOM May 2009 - March 2010
The Bulfinch Group July 2007 - April 2009
Education
Bentley University 2012 — 2013
Master of Science (MS), Taxation
Bentley University 2008 — 2012
BS, Corporate Finance and Accounting
Kyle Craver Kyle Craver's The Bulfinch Group Experience September 2010 - November 2011
Job Insurance Agent at Seacoast Insurance
Industry Insurance
Experience
Seacoast Insurance February 2012 - Present
Resolute Management Services Ltd November 2011 - July 2012
The Bulfinch Group September 2010 - November 2011
Seacoast Insurance September 2002 - August 2006
Skills
Insurance, Risk Management, Employee Benefits, Umbrella Insurance, Financial Analysis, Liability, Legal Liability
Education
College of Charleston 2004 — 2009
Seacoast Insurance February 2012 - Present
Resolute Management Services Ltd November 2011 - July 2012
The Bulfinch Group September 2010 - November 2011
Seacoast Insurance September 2002 - August 2006
Skills
Insurance, Risk Management, Employee Benefits, Umbrella Insurance, Financial Analysis, Liability, Legal Liability
Education
College of Charleston 2004 — 2009
John A. Poto John A. Poto's The Bulfinch Group Experience January 2009 - April 2012
Job Small Business Sales Specialist at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial April 2012 - Present
The Bulfinch Group January 2009 - April 2012
Interactive Data Corporation March 2004 - March 2008
JP Morgan Chase March 2000 - March 2004
State Street Corporation May 1998 - March 2000
Education
Salem State University 1994 — 1998
Business Administration
University of Massachusetts Boston 1989 — 1991
Business Administration
St. Dominic Savio High School 1985 — 1989
Sun Life Financial April 2012 - Present
The Bulfinch Group January 2009 - April 2012
Interactive Data Corporation March 2004 - March 2008
JP Morgan Chase March 2000 - March 2004
State Street Corporation May 1998 - March 2000
Education
Salem State University 1994 — 1998
Business Administration
University of Massachusetts Boston 1989 — 1991
Business Administration
St. Dominic Savio High School 1985 — 1989
Michael Barczak Michael Barczak's The Bulfinch Group Experience June 2013 - January 2014
Job Portfolio Administrator at Mayflower Advisors
Industry Financial Services
Experience
Mayflower Advisors April 2014 - Present
The Bulfinch Group June 2013 - January 2014
The Bulfinch Group June 2012 - June 2013
Edward Jones May 2011 - August 2011
Skills
Communication, Creative Writing, Creativity, Innovation, Diligent, Highly detail oriented, Leadership, Precise, Confident, Event Planning, Financial Analysis, Employee Benefits, Financial Services, Harmonium, Conflict Resolution, Palm Pilot, Odd Jobs, Critical Thinking, Chickens, Vedic Astrology, Tactfulness, Submarine Cables, Cubicles, Chicken, Casual Games, Pants, Children's Yoga, Thermodynamic Modeling, Buzzsaw, Ice Cream, Sandblasting, Holistic Massage, Socks, Bowtie, Pet Sitting, Gravel, Fire Alarm
Education
Denison University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mayflower Advisors April 2014 - Present
The Bulfinch Group June 2013 - January 2014
The Bulfinch Group June 2012 - June 2013
Edward Jones May 2011 - August 2011
Skills
Communication, Creative Writing, Creativity, Innovation, Diligent, Highly detail oriented, Leadership, Precise, Confident, Event Planning, Financial Analysis, Employee Benefits, Financial Services, Harmonium, Conflict Resolution, Palm Pilot, Odd Jobs, Critical Thinking, Chickens, Vedic Astrology, Tactfulness, Submarine Cables, Cubicles, Chicken, Casual Games, Pants, Children's Yoga, Thermodynamic Modeling, Buzzsaw, Ice Cream, Sandblasting, Holistic Massage, Socks, Bowtie, Pet Sitting, Gravel, Fire Alarm
Education
Denison University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Carol Gradwohl-Goldman's The Bulfinch Group Experience November 2000 - December 2007
Job Principal at Carol G. Goldman & Associates
Industry Financial Services
Experience
Carol G. Goldman & Associates PrincipalCarol G. Goldman & AssociatesJanuary 2007 - Present
The Bulfinch Group November 2000 - December 2007
Education
Northeastern University
Carol G. Goldman & Associates PrincipalCarol G. Goldman & AssociatesJanuary 2007 - Present
The Bulfinch Group November 2000 - December 2007
Education
Northeastern University
Myles MacKinnon's The Bulfinch Group Experience June 2006 - October 2014
Job Corporate Tax Consultant
Industry Financial Services
Experience
Dillon Consulting Group, LLC July 2011 - Present
Flagship Harbor Advisors, LLC October 2014 - Present
The Bulfinch Group June 2006 - October 2014
Skills
Retirement Planning, Small Business, Investments, Finance, Securities, Disability Insurance, Mutual Funds, Insurance, Financial Services, Estate Planning, Financial Planning, Retirement, Financial Analysis
Education
Bentley University 1996 — 2000
Bridgewater-Raynham Regional High School 1993 — 1996
Dillon Consulting Group, LLC July 2011 - Present
Flagship Harbor Advisors, LLC October 2014 - Present
The Bulfinch Group June 2006 - October 2014
Skills
Retirement Planning, Small Business, Investments, Finance, Securities, Disability Insurance, Mutual Funds, Insurance, Financial Services, Estate Planning, Financial Planning, Retirement, Financial Analysis
Education
Bentley University 1996 — 2000
Bridgewater-Raynham Regional High School 1993 — 1996
Jason Luck's The Bulfinch Group Experience July 2009 - October 2013
Job Financial Advisor The Commonwealth Financial Group
Industry Financial Services
Experience
Commonwealth Financial Group October 2013 - Present
The Bulfinch Group July 2009 - October 2013
Securitas Financial Group June 2006 - July 2009
Boston South Financial Group May 2005 - June 2006
IBT September 2001 - May 2005
Skills
Disability Insurance, Long-term Care, Investments, Insurance, Securities, Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Series 7, Financial Services, Wealth Management, Financial Planning
Education
Assumption College 1997 — 2001
BS, Economics
Boston College High School 1993 — 1997
Diploma, General Studies
Commonwealth Financial Group October 2013 - Present
The Bulfinch Group July 2009 - October 2013
Securitas Financial Group June 2006 - July 2009
Boston South Financial Group May 2005 - June 2006
IBT September 2001 - May 2005
Skills
Disability Insurance, Long-term Care, Investments, Insurance, Securities, Finance, Financial Planners, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Estate Planning, Series 7, Financial Services, Wealth Management, Financial Planning
Education
Assumption College 1997 — 2001
BS, Economics
Boston College High School 1993 — 1997
Diploma, General Studies
Erik G Lindahl's The Bulfinch Group Experience April 2009 - January 2010
Job Account Executive at Worldpay
Industry Financial Services
Experience
Worldpay August 2014 - Present
American Credit Card Processing Corporation December 2012 - August 2014
The Bulfinch Group April 2009 - January 2010
MFS Investment Management 2005 - 2008
MFS Investment Management 1999 - 2005
Skills
Risk Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Management, Relationship Management, Start-ups, Retirement Planning, Strategic Planning, Leadership, Insurance, Team Building, Financial Advisory, Sales, Trading, Asset Management, Transition Management
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College
Bachelor's degree, Management and Economics
Worldpay August 2014 - Present
American Credit Card Processing Corporation December 2012 - August 2014
The Bulfinch Group April 2009 - January 2010
MFS Investment Management 2005 - 2008
MFS Investment Management 1999 - 2005
Skills
Risk Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Management, Relationship Management, Start-ups, Retirement Planning, Strategic Planning, Leadership, Insurance, Team Building, Financial Advisory, Sales, Trading, Asset Management, Transition Management
Education
Hartwick College 1982 — 1986
BA, Management and Economics
Hartwick College
Bachelor's degree, Management and Economics
Coughlin, Barry's The Bulfinch Group Experience September 2012 - July 2013
Job Sales and Marketing at Kates Construction
Industry Financial Services
Experience
Kates Construction March 2014 - Present
The Bulfinch Group September 2012 - July 2013
Essex Investment Management April 1999 - May 2012
John Hancock Advisors February 1997 - March 1999
Essex Investment Management May 1995 - February 1997
Essex Investment Management March 1992 - May 1995
Merrill Lynch June 1987 - March 1992
Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options
Education
Plymouth State University 1982 — 1986
B.S.B.A., Marketing, Economics
Kates Construction March 2014 - Present
The Bulfinch Group September 2012 - July 2013
Essex Investment Management April 1999 - May 2012
John Hancock Advisors February 1997 - March 1999
Essex Investment Management May 1995 - February 1997
Essex Investment Management March 1992 - May 1995
Merrill Lynch June 1987 - March 1992
Skills
Trading, Hedge Funds, Asset Management, Securities, Funding, buy side operations, sell side operations, Market Analysis, Algorithms, Bloomberg, Order Management, international trading, Prime Brokerage, Asset Allocation, Financial Services, Options
Education
Plymouth State University 1982 — 1986
B.S.B.A., Marketing, Economics
Timothy Zielinski's The Bulfinch Group Experience May 2011 - July 2012
Job Business Development at Buildium LLC
Industry Financial Services
Experience
Buildium LLC April 2015 - Present
Jones Lang LaSalle June 2013 - April 2015
Jones Lang LaSalle June 2012 - August 2012
The Bulfinch Group May 2011 - July 2012
Financial Architects Partners May 2010 - January 2011
Boston Scientific May 2009 - June 2009
Skills
PowerPoint, Microsoft Office, Strategic Financial..., Microsoft Excel, Estate Planning, Microsoft Word, Public Speaking, Event Planning, Marketing, Analysis, Real Estate Development, Finance, Management, Risk Management, Asset Management, Due Diligence
Education
Gettysburg College 2009 — 2013
Bachelor's degree, Organization and Management Studies
Buildium LLC April 2015 - Present
Jones Lang LaSalle June 2013 - April 2015
Jones Lang LaSalle June 2012 - August 2012
The Bulfinch Group May 2011 - July 2012
Financial Architects Partners May 2010 - January 2011
Boston Scientific May 2009 - June 2009
Skills
PowerPoint, Microsoft Office, Strategic Financial..., Microsoft Excel, Estate Planning, Microsoft Word, Public Speaking, Event Planning, Marketing, Analysis, Real Estate Development, Finance, Management, Risk Management, Asset Management, Due Diligence
Education
Gettysburg College 2009 — 2013
Bachelor's degree, Organization and Management Studies
Julie Soares's The Bulfinch Group Experience December 2005 - December 2006
Job Executive Assistant at Affiliated Managers Group
Industry Financial Services
Experience
Affiliated Managers Group January 2011 - Present
Affiliated Managers Group July 2008 - January 2011
Mount Hood Golf Course May 2007 - July 2008
The Bulfinch Group December 2005 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor's Degree in Hospitality and Tourism Management
Assumption College 2004 — 2005
Affiliated Managers Group January 2011 - Present
Affiliated Managers Group July 2008 - January 2011
Mount Hood Golf Course May 2007 - July 2008
The Bulfinch Group December 2005 - December 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor's Degree in Hospitality and Tourism Management
Assumption College 2004 — 2005
betty simeone's The Bulfinch Group Experience November 2010 - Present
Job Assistant to Financial Advisors
Industry Financial Services
Experience
The Bulfinch Group November 2010 - Present
ING Financial Advisors June 2008 - November 2010
M/A-COM Technology Solutions 1985 - 2000
Education
Lesley University 1977 — 1981
Bachelor's degree, Special Education and Teaching
The Bulfinch Group November 2010 - Present
ING Financial Advisors June 2008 - November 2010
M/A-COM Technology Solutions 1985 - 2000
Education
Lesley University 1977 — 1981
Bachelor's degree, Special Education and Teaching
Alex Calderon, MBA's The Bulfinch Group Experience November 2010 - Present
Job Multilingual/multicultural financial services executive and entreprenuer in business development/sales and marketing.
Industry Financial Services
Experience
The Bulfinch Group November 2010 - Present
Dental Associates of Cumberland, LLC February 2007 - Present
ALPFA 2011 - 2012
MetLife Home Loans March 2006 - September 2008
Lion of Judah Corporation March 2000 - February 2006
Thomson Financial May 1994 - November 1999
Skills
International Business, Strategic Planning, Management, Market Research, Investments, Business Development, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
Boston University - School of Management 1984 — 1989
BS, Accounting
The Bulfinch Group November 2010 - Present
Dental Associates of Cumberland, LLC February 2007 - Present
ALPFA 2011 - 2012
MetLife Home Loans March 2006 - September 2008
Lion of Judah Corporation March 2000 - February 2006
Thomson Financial May 1994 - November 1999
Skills
International Business, Strategic Planning, Management, Market Research, Investments, Business Development, Financial Analysis
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA, Finance
Boston University - School of Management 1984 — 1989
BS, Accounting
Amber Nolan's The Bulfinch Group Experience August 2011 - November 2011
Job Enrollment Advisor at MindMax, LLC
Industry Education Management
Experience
MindMax, LLC December 2011 - Present
The Bulfinch Group August 2011 - November 2011
In The Pink Stores, Inc. April 2008 - May 2011
Skills
Management, Marketing, PowerPoint, Social Media, Customer Service, Social Media Marketing, Research, Strategic Planning, Sales, Marketing Strategy, Public Speaking, Team Building, Leadership Development, Microsoft Office, Event Planning
Education
University of Arizona 1978 — 1982
Bachelor of Arts, Business, Psychology and Political Science
MindMax, LLC December 2011 - Present
The Bulfinch Group August 2011 - November 2011
In The Pink Stores, Inc. April 2008 - May 2011
Skills
Management, Marketing, PowerPoint, Social Media, Customer Service, Social Media Marketing, Research, Strategic Planning, Sales, Marketing Strategy, Public Speaking, Team Building, Leadership Development, Microsoft Office, Event Planning
Education
University of Arizona 1978 — 1982
Bachelor of Arts, Business, Psychology and Political Science
Enza Hart's The Bulfinch Group Experience January 1994 - August 1997
Job Teacher at Sacred Heart School Roslindale
Industry Education Management
Experience
Sacred Heart School Roslindale September 2005 - Present
Sacred Heart School Roslindale September 2005 - June 2006
J.P. For Fours January 2004 - June 2005
The Bulfinch Group January 1994 - August 1997
Skills
Staff Development, Elementary Education, Curriculum Development, Teaching, Educational Technology, Curriculum Design, Classroom Management, Educational Leadership, Classroom, Tutoring, Higher Education, Program Development, Literacy, K-12, DIBELS, Grant Writing
Education
Massachusetts Bay Community College
Certificate in Early Childhood Education, Early Childhood Education and Teaching
Suffolk University - Sawyer Business School 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Sacred Heart School Roslindale September 2005 - Present
Sacred Heart School Roslindale September 2005 - June 2006
J.P. For Fours January 2004 - June 2005
The Bulfinch Group January 1994 - August 1997
Skills
Staff Development, Elementary Education, Curriculum Development, Teaching, Educational Technology, Curriculum Design, Classroom Management, Educational Leadership, Classroom, Tutoring, Higher Education, Program Development, Literacy, K-12, DIBELS, Grant Writing
Education
Massachusetts Bay Community College
Certificate in Early Childhood Education, Early Childhood Education and Teaching
Suffolk University - Sawyer Business School 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Management, General
Ben Lampert's The Bulfinch Group Experience May 2012 - June 2012
Job Student at University of Arizona
Industry Higher Education
Experience
Camp WigWam June 2012 - Present
The Bulfinch Group May 2012 - June 2012
Pure Hockey March 2011 - August 2011
Skills
Leadership, Facilities Management, Sales, Customer Service
Education
University of Arizona 2011 — 2015
Brookline High School 2009 — 2011
Lawrence Academy 2007 — 2009
The Park School
Camp WigWam June 2012 - Present
The Bulfinch Group May 2012 - June 2012
Pure Hockey March 2011 - August 2011
Skills
Leadership, Facilities Management, Sales, Customer Service
Education
University of Arizona 2011 — 2015
Brookline High School 2009 — 2011
Lawrence Academy 2007 — 2009
The Park School
Jess Canter's The Bulfinch Group Experience November 2009 - Present
Job Administrative Assistant at The Bulfinch Group
Industry Financial Services
Experience
The Bulfinch Group November 2009 - Present
Benchmark Assisted Living April 2007 - June 2009
Education
Southern New Hampshire University
The Bulfinch Group November 2009 - Present
Benchmark Assisted Living April 2007 - June 2009
Education
Southern New Hampshire University