The Patriot Financial Group
Industry: Company
DescriptionFounded: 2000 Subsidiary: Patriot Financial Partners, L.P.
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The Patriot Financial Group Employees
Employee
Years
Job
Industry
Jeremy Botwinick Jeremy Botwinick's The Patriot Financial Group Experience January 2009 - May 2009
Job Senior Analyst at Kepler Group
Industry Marketing and Advertising
Experience
Kepler Group May 2015 - Present
Think Beyond Plastic™, Inc. September 2014 - Present
Kepler Group October 2014 - April 2015
ReCork New York April 2014 - November 2014
Revivn September 2014 - October 2014
J. Ottman Consulting, Inc. May 2014 - August 2014
Mohala Farms September 2013 - December 2013
Serving By Irving, Inc. June 2010 - December 2013
Serving By Irving June 2009 - June 2010
The Patriot Financial Group January 2009 - May 2009
Skills
Litigation Support, Account Management, CRM, Document Review, Microsoft Office, Sales, Social Networking, Microsoft Excel, Google Analytics, Customer Service, Recruiting, Licensing, Lead Generation, Client Relationship..., People Skills, Contract Negotiation, Client Retention, Sales Meetings, Direct Sales, Customer Relations, Client Communications, Client Loyalty, Case Management, Client Services, Direct Marketing, MYOB, Excel, Word, Delegation, Business Development, Leadership, Management, New Business Development, Social Media
Education
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Business, American Studies
The Hebrew University 2008 — 2008
Kepler Group May 2015 - Present
Think Beyond Plastic™, Inc. September 2014 - Present
Kepler Group October 2014 - April 2015
ReCork New York April 2014 - November 2014
Revivn September 2014 - October 2014
J. Ottman Consulting, Inc. May 2014 - August 2014
Mohala Farms September 2013 - December 2013
Serving By Irving, Inc. June 2010 - December 2013
Serving By Irving June 2009 - June 2010
The Patriot Financial Group January 2009 - May 2009
Skills
Litigation Support, Account Management, CRM, Document Review, Microsoft Office, Sales, Social Networking, Microsoft Excel, Google Analytics, Customer Service, Recruiting, Licensing, Lead Generation, Client Relationship..., People Skills, Contract Negotiation, Client Retention, Sales Meetings, Direct Sales, Customer Relations, Client Communications, Client Loyalty, Case Management, Client Services, Direct Marketing, MYOB, Excel, Word, Delegation, Business Development, Leadership, Management, New Business Development, Social Media
Education
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Business, American Studies
The Hebrew University 2008 — 2008
Gregg Catsoulis Gregg Catsoulis's The Patriot Financial Group Experience
Job Managing Partner at Patriot Benefit Services, LLC
Industry Insurance
Experience
The Patriot Financial Group
Skills
Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Investments, Retirement, Corporate and Personal...
Education
Plymouth State University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
The Patriot Financial Group
Skills
Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Investments, Retirement, Corporate and Personal...
Education
Plymouth State University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Connor Ford Connor Ford's The Patriot Financial Group Experience May 2011 - August 2011
Job Program Coordinator at NFL Players Association
Industry Sports
Experience
NFL Players Association June 2012 - Present
NFL Players Association January 2012 - April 2012
The Patriot Financial Group May 2011 - August 2011
Athlete Advisory Services May 2011 - August 2011
Skills
Team Leadership, Communication, Microsoft Office, Marketing Plan Creation, Customer Service, Organization, Social Networking, Resume Writing, Windows, Close Attention to..., Youth Leadership, Teaching, Data Entry, Public Speaking, Social Media, Basketball Coaching, Sports, Program Management, Research, Sports Management, Sales, Coaching
Education
Liberty University 2010 — 2012
B.S., Sport Management, 4.0
Fitchburg State University 2008 — 2010
NA, NA
Twin City Christian School 1995 — 2009
High School Diploma
NFL Players Association June 2012 - Present
NFL Players Association January 2012 - April 2012
The Patriot Financial Group May 2011 - August 2011
Athlete Advisory Services May 2011 - August 2011
Skills
Team Leadership, Communication, Microsoft Office, Marketing Plan Creation, Customer Service, Organization, Social Networking, Resume Writing, Windows, Close Attention to..., Youth Leadership, Teaching, Data Entry, Public Speaking, Social Media, Basketball Coaching, Sports, Program Management, Research, Sports Management, Sales, Coaching
Education
Liberty University 2010 — 2012
B.S., Sport Management, 4.0
Fitchburg State University 2008 — 2010
NA, NA
Twin City Christian School 1995 — 2009
High School Diploma
Erick Kainen Erick Kainen's The Patriot Financial Group Experience March 2011 - Present
Job Substitute Teacher at Boston Public Schools, Quincy High School Varsity Hockey Coach
Industry Primary/Secondary Education
Experience
USA Hockey U15 Select Camp 2014 July 2014 - Present
Quincy High School Varsity Hockey November 2013 - Present
Boston Public Schools February 2014 - Present
Massachusetts Hockey Satellite Program (seasonal) June 2011 - Present
The Patriot Financial Group March 2011 - Present
Mike Geragosian All-American Goalie Clinics September 2010 - Present
Boston Pedicab October 2011 - Present
Project D.E.E.P. Dorchester Education Enrichment Program November 2013 - June 2014
Quincy Public Schools February 2013 - March 2014
The Brooks School December 2012 - December 2013
Skills
Life & Health Insurance..., Cash Flow Statements, Sales Management, Lead Generation, Marketing Management, Sales Process, Consumer Insight, New Business Development, Business Relationship..., Team Building, Business Development, Coaching, Sales, Entrepreneurship
Education
Eastern Nazarene College 2014 — 2016
Master of Education (MEd), Middle School History
Acadia University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government - Business Minor
Wellesley High School 1998 — 2002
USA Hockey U15 Select Camp 2014 July 2014 - Present
Quincy High School Varsity Hockey November 2013 - Present
Boston Public Schools February 2014 - Present
Massachusetts Hockey Satellite Program (seasonal) June 2011 - Present
The Patriot Financial Group March 2011 - Present
Mike Geragosian All-American Goalie Clinics September 2010 - Present
Boston Pedicab October 2011 - Present
Project D.E.E.P. Dorchester Education Enrichment Program November 2013 - June 2014
Quincy Public Schools February 2013 - March 2014
The Brooks School December 2012 - December 2013
Skills
Life & Health Insurance..., Cash Flow Statements, Sales Management, Lead Generation, Marketing Management, Sales Process, Consumer Insight, New Business Development, Business Relationship..., Team Building, Business Development, Coaching, Sales, Entrepreneurship
Education
Eastern Nazarene College 2014 — 2016
Master of Education (MEd), Middle School History
Acadia University 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government - Business Minor
Wellesley High School 1998 — 2002
Shlomo (Steven) Hoffman, CFP®, ChFC's The Patriot Financial Group Experience February 2009 - Present
Job Financial Advisor, LPL Financial at The Patriot Financial Group
Industry Financial Services
Experience
The Patriot Financial Group February 2009 - Present
Lincoln Investment Planning, Inc. January 2002 - December 2008
Skills
Retirement Planning, Investments, Insurance, Employee Benefits, Portfolio Management, Securities, Financial Analysis, Finance, Financial Services, Small Business, Management, Analysis, Financial Planners, Financial Advisory, 401k
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Economics
Gush Etzion 1997 — 1998
Maimonides School 1993 — 1997
High School
The Patriot Financial Group February 2009 - Present
Lincoln Investment Planning, Inc. January 2002 - December 2008
Skills
Retirement Planning, Investments, Insurance, Employee Benefits, Portfolio Management, Securities, Financial Analysis, Finance, Financial Services, Small Business, Management, Analysis, Financial Planners, Financial Advisory, 401k
Education
Brandeis University 1998 — 2002
Bachelor of Arts, Economics
Gush Etzion 1997 — 1998
Maimonides School 1993 — 1997
High School
Stephanie Knepper Stephanie Knepper's The Patriot Financial Group Experience May 2010 - August 2010
Job Operations Analyst at LotusGroup Advisors
Industry Research
Experience
LotusGroup Advisors February 2014 - Present
University of Colorado Health Sciences Center October 2011 - January 2014
Messiah College August 2010 - March 2011
The Patriot Financial Group May 2010 - August 2010
Education
Messiah College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
LotusGroup Advisors February 2014 - Present
University of Colorado Health Sciences Center October 2011 - January 2014
Messiah College August 2010 - March 2011
The Patriot Financial Group May 2010 - August 2010
Education
Messiah College 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Peter Bacchiocchi Peter Bacchiocchi's The Patriot Financial Group Experience January 1999 - October 2004
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC November 2014 - Present
Investors Capital Corporation October 2013 - October 2014
Worcester Pride 2012 - 2014
MetLife Financial Group of Mass September 2010 - July 2013
MetLife October 2007 - September 2010
Baystate Financial Services October 2004 - May 2006
The Patriot Financial Group January 1999 - October 2004
Skills
Recruiting, Training, Sales, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement, Employee Benefits, Long-term Care, Investments, Mutual Funds
Education
Worcester State College 1981 — 1983
MS, Human Services Management
University of Massachusetts, Amherst 1972 — 1976
Human Development, Elementary Education
Allstate Financial Services, LLC November 2014 - Present
Investors Capital Corporation October 2013 - October 2014
Worcester Pride 2012 - 2014
MetLife Financial Group of Mass September 2010 - July 2013
MetLife October 2007 - September 2010
Baystate Financial Services October 2004 - May 2006
The Patriot Financial Group January 1999 - October 2004
Skills
Recruiting, Training, Sales, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement, Employee Benefits, Long-term Care, Investments, Mutual Funds
Education
Worcester State College 1981 — 1983
MS, Human Services Management
University of Massachusetts, Amherst 1972 — 1976
Human Development, Elementary Education
Sarah Lemerise Sarah Lemerise's The Patriot Financial Group Experience 2007 - 2007
Job Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting April 2015 - Present
FTI Consulting September 2010 - March 2015
FTI Consulting July 2009 - August 2009
Society for Human Resource Management 2008 - 2008
The Patriot Financial Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Forensic Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (MBA), Management and Accounting
American University - Kogod School of Business 2006 — 2010
BSBA, Finance and International Business
The University of Queensland, Australia
FTI Consulting April 2015 - Present
FTI Consulting September 2010 - March 2015
FTI Consulting July 2009 - August 2009
Society for Human Resource Management 2008 - 2008
The Patriot Financial Group 2007 - 2007
Skills
Financial Analysis, Financial Modeling, Forensic Analysis
Education
Fordham University - Graduate School of Business Administration 2014 — 2016
Master of Business Administration (MBA), Management and Accounting
American University - Kogod School of Business 2006 — 2010
BSBA, Finance and International Business
The University of Queensland, Australia
Eli Gervais Eli Gervais's The Patriot Financial Group Experience May 2008 - September 2008
Job Consultant at Compensia
Industry Management Consulting
Experience
Compensia December 2014 - Present
Compensia July 2013 - December 2014
Main Data Group, Inc. November 2012 - June 2013
Main Data Group, Inc. May 2012 - November 2012
Glass, Lewis & Co. February 2012 - May 2012
The American Chamber of Commerce in Shanghai February 2011 - June 2011
IES Abroad August 2010 - June 2011
Horizon Fuel Cell Technologies August 2010 - December 2010
Mearthane Products Corporation February 2010 - May 2010
The Patriot Financial Group May 2008 - September 2008
Skills
SEC filings, proxy research, compensation analysis, pay for performance, corporate governance, equity compensation, Equities, Corporate Governance, Pay for Performance, Job Analysis, Management, Analysis, Market Research, Business Development, Leadership, Product Development
Education
Bryant University 2006 — 2010
Bachelor's, International Business, Finance, Mandarin Chinese
Fudan University
Compensia December 2014 - Present
Compensia July 2013 - December 2014
Main Data Group, Inc. November 2012 - June 2013
Main Data Group, Inc. May 2012 - November 2012
Glass, Lewis & Co. February 2012 - May 2012
The American Chamber of Commerce in Shanghai February 2011 - June 2011
IES Abroad August 2010 - June 2011
Horizon Fuel Cell Technologies August 2010 - December 2010
Mearthane Products Corporation February 2010 - May 2010
The Patriot Financial Group May 2008 - September 2008
Skills
SEC filings, proxy research, compensation analysis, pay for performance, corporate governance, equity compensation, Equities, Corporate Governance, Pay for Performance, Job Analysis, Management, Analysis, Market Research, Business Development, Leadership, Product Development
Education
Bryant University 2006 — 2010
Bachelor's, International Business, Finance, Mandarin Chinese
Fudan University
Aaron Locke Aaron Locke's The Patriot Financial Group Experience June 2015 - August 2015
Job Resident Assistant at UMass Dartmouth
Industry Financial Services
Experience
UMass Dartmouth September 2014 - Present
The Groton Tavern May 2014 - Present
UMass Dartmouth September 2012 - Present
The Patriot Financial Group June 2015 - August 2015
Staples October 2011 - August 2012
Skills
Creativity, Organization, Innovation, Problem Solving, Strategic Planning, Customer Service, Sales, Microsoft Word, Event Planning, Time Management, Management, Research, Leadership, Data Entry, Microsoft Excel, Public Speaking, Microsoft Office
Education
University of Massachusetts Dartmouth 2012 — 2016
Finance, General, 3.8 Cumulative
UMass Dartmouth September 2014 - Present
The Groton Tavern May 2014 - Present
UMass Dartmouth September 2012 - Present
The Patriot Financial Group June 2015 - August 2015
Staples October 2011 - August 2012
Skills
Creativity, Organization, Innovation, Problem Solving, Strategic Planning, Customer Service, Sales, Microsoft Word, Event Planning, Time Management, Management, Research, Leadership, Data Entry, Microsoft Excel, Public Speaking, Microsoft Office
Education
University of Massachusetts Dartmouth 2012 — 2016
Finance, General, 3.8 Cumulative
Erun Fernando Erun Fernando's The Patriot Financial Group Experience May 2012 - August 2012
Job Entrepreneur
Industry Think Tanks
Experience
Entrepreneurial Endeavors 2008 - Present
University of Massachusetts Amherst August 2012 - May 2015
John Keells Holdings PLC June 2014 - August 2014
REMI May 2013 - August 2013
The Patriot Financial Group May 2012 - August 2012
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Entrepreneurship, Marketing Strategy, Project Management, Microsoft Office, Customer Service, Leadership, Stata, SAS, PowerPoint, Microsoft Excel
Education
University of Massachusetts, Amherst 2011 — 2015
B.S. Mathematics / B.A. Economics, Statistics and Econometrics, 3.75
St. John
St. John's High School
Entrepreneurial Endeavors 2008 - Present
University of Massachusetts Amherst August 2012 - May 2015
John Keells Holdings PLC June 2014 - August 2014
REMI May 2013 - August 2013
The Patriot Financial Group May 2012 - August 2012
Boston Partners Financial Group, LLC May 2012 - August 2012
Skills
Entrepreneurship, Marketing Strategy, Project Management, Microsoft Office, Customer Service, Leadership, Stata, SAS, PowerPoint, Microsoft Excel
Education
University of Massachusetts, Amherst 2011 — 2015
B.S. Mathematics / B.A. Economics, Statistics and Econometrics, 3.75
St. John
St. John's High School
Erin Fleury's The Patriot Financial Group Experience May 2012 - September 2012
Job Licensing Specialist at Commonwealth
Industry Financial Services
Experience
Commonwealth Financial Network June 2014 - Present
Everett Police Department January 2014 - June 2014
Lowell Municipal Employees Federal Credit Union December 2012 - April 2014
University of Massachusetts Lowell September 2012 - December 2013
The Patriot Financial Group May 2012 - September 2012
DSW August 2009 - June 2012
Skills
PowerPoint, Customer Service, Research, Social Media, English, Microsoft Excel, Microsoft Word, Teamwork, Photoshop, Public Speaking, HTML, SPSS, GIS, Nonprofits
Education
University of Massachusetts at Lowell 2012 — 2013
Master's degree, Criminal Justice and Criminology, 3.8
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice, 3.6
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (BS), Psychology, 3.6
Commonwealth Financial Network June 2014 - Present
Everett Police Department January 2014 - June 2014
Lowell Municipal Employees Federal Credit Union December 2012 - April 2014
University of Massachusetts Lowell September 2012 - December 2013
The Patriot Financial Group May 2012 - September 2012
DSW August 2009 - June 2012
Skills
PowerPoint, Customer Service, Research, Social Media, English, Microsoft Excel, Microsoft Word, Teamwork, Photoshop, Public Speaking, HTML, SPSS, GIS, Nonprofits
Education
University of Massachusetts at Lowell 2012 — 2013
Master's degree, Criminal Justice and Criminology, 3.8
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (B.S.), Criminal Justice, 3.6
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science (BS), Psychology, 3.6
Nicholas Wiles's The Patriot Financial Group Experience June 2015 - August 2015
Job Analyst at the Minutemen Equity Fund | Finance Student at the Isenberg School of Management
Industry Financial Services
Experience
Minutemen Equity Fund September 2015 - Present
The Patriot Financial Group June 2015 - August 2015
Minutemen Equity Fund January 2015 - May 2015
Pine Hill Tennis Camp June 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Leadership, Public Speaking, Sales, Cold Calling, Business Development
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor of Business Administration (BBA), Finance
Wachusett Regional High School 2010 — 2014
Minutemen Equity Fund September 2015 - Present
The Patriot Financial Group June 2015 - August 2015
Minutemen Equity Fund January 2015 - May 2015
Pine Hill Tennis Camp June 2012 - July 2014
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Team Leadership, Leadership, Public Speaking, Sales, Cold Calling, Business Development
Education
Isenberg School of Management, UMass Amherst 2014 — 2018
Bachelor of Business Administration (BBA), Finance
Wachusett Regional High School 2010 — 2014
Thomas A. Doherty III Tad's The Patriot Financial Group Experience April 1999 - August 2010
Job Insurance Broker/Consultant & Advisor/Assistant Hockey Coach, Long Term Care Specialist
Industry Insurance
Experience
Corporate Benefit Plans/HEBA June 2011 - Present
Premier College Athlete Advisory Group May 2013 - Present
Worcester Regional Chamber of Commerce 2000 - Present
Becker College October 2011 - Present
Y.O.U. Inc. 2006 - Present
USA Hockey November 2011 - Present
William Gallagher Associates August 2010 - May 2011
The Patriot Financial Group April 1999 - August 2010
College of the Holy Cross October 2007 - September 2009
Tufts Health Plan October 1996 - January 1999
Skills
Employee Benefits, Long Term Care..., Leadership, Insurance, Coaching, Recruiting, Sales, Public Speaking, Entrepreneurship, Team Building, Strategic Planning, Retirement Planning, Small Business, Healthcare, Investments, Time Management, Leadership Development, Finance, Event Planning, Health Insurance, Life Insurance, Risk Management, Hockey, Fundraising, Administration, Disability Insurance, New Business Development, Business Development, Athletics, Staff Development, Social Networking, Nonprofits, Succession Planning, Executive Pay, Non-profits, Defined Benefit, Family Advisory, Education, Athletic Recruiting, Athlete Representation
Education
Boston University
Noble and Greenough School
Corporate Benefit Plans/HEBA June 2011 - Present
Premier College Athlete Advisory Group May 2013 - Present
Worcester Regional Chamber of Commerce 2000 - Present
Becker College October 2011 - Present
Y.O.U. Inc. 2006 - Present
USA Hockey November 2011 - Present
William Gallagher Associates August 2010 - May 2011
The Patriot Financial Group April 1999 - August 2010
College of the Holy Cross October 2007 - September 2009
Tufts Health Plan October 1996 - January 1999
Skills
Employee Benefits, Long Term Care..., Leadership, Insurance, Coaching, Recruiting, Sales, Public Speaking, Entrepreneurship, Team Building, Strategic Planning, Retirement Planning, Small Business, Healthcare, Investments, Time Management, Leadership Development, Finance, Event Planning, Health Insurance, Life Insurance, Risk Management, Hockey, Fundraising, Administration, Disability Insurance, New Business Development, Business Development, Athletics, Staff Development, Social Networking, Nonprofits, Succession Planning, Executive Pay, Non-profits, Defined Benefit, Family Advisory, Education, Athletic Recruiting, Athlete Representation
Education
Boston University
Noble and Greenough School
David Camelio, CLU's The Patriot Financial Group Experience January 2006 - January 2012
Job Regional Marketing Specialist at Penn Mutual
Industry Insurance
Experience
Penn Mutual January 2012 - Present
The Patriot Financial Group January 2006 - January 2012
Education
Bridgewater State College
Penn Mutual January 2012 - Present
The Patriot Financial Group January 2006 - January 2012
Education
Bridgewater State College
George J. Mullen, Jr., CFP(R), MSFP's The Patriot Financial Group Experience September 2009 - Present
Job Financial Advisor, LPL Financial
Industry Financial Services
Experience
The Patriot Financial Group September 2009 - Present
LPL Financial July 2006 - July 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MSFP, Master's in Financial Planning and Taxation
Boston University 1994 — 1996
Certificate in Financial Planning, Financial Planning
Boston University Questrom School of Business 1976 — 1980
BSBA, Finance and Accounting
The Patriot Financial Group September 2009 - Present
LPL Financial July 2006 - July 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2010
MSFP, Master's in Financial Planning and Taxation
Boston University 1994 — 1996
Certificate in Financial Planning, Financial Planning
Boston University Questrom School of Business 1976 — 1980
BSBA, Finance and Accounting
Joseph Bakaysa's The Patriot Financial Group Experience January 2008 - December 2009
Job VP, Premier Relationship Manager
Industry Banking
Experience
Citizens Bank December 2013 - Present
Atlantic Golf Supply, Inc May 2012 - December 2013
Cleveland Golf September 2012 - December 2012
Peritus Contractors, LLC October 2010 - April 2012
Mass Mutual January 2010 - October 2010
Provo Financial Services January 2008 - January 2010
The Patriot Financial Group January 2008 - December 2009
Fidelity Investments September 2005 - March 2006
Skills
Sales, Motivation, CRM, Employee Benefits, Investments, Customer Service, Finance, Management, Marketing, Sales Operations, Sales Process
Education
Bentley University 2001 — 2005
B.S. Finance, Accounting and Finance
Lunenburg High School 1997 — 2001
High School Diploma, General Studies
Citizens Bank December 2013 - Present
Atlantic Golf Supply, Inc May 2012 - December 2013
Cleveland Golf September 2012 - December 2012
Peritus Contractors, LLC October 2010 - April 2012
Mass Mutual January 2010 - October 2010
Provo Financial Services January 2008 - January 2010
The Patriot Financial Group January 2008 - December 2009
Fidelity Investments September 2005 - March 2006
Skills
Sales, Motivation, CRM, Employee Benefits, Investments, Customer Service, Finance, Management, Marketing, Sales Operations, Sales Process
Education
Bentley University 2001 — 2005
B.S. Finance, Accounting and Finance
Lunenburg High School 1997 — 2001
High School Diploma, General Studies
Jim Littleton's The Patriot Financial Group Experience 2005 - 2008
Job FINANCIAL PLANNER INTEGRATED FINANCIAL PARTNERS
Industry Accounting
Experience
Integrated Financial Partners 2008 - Present
The Patriot Financial Group 2005 - 2008
Skills
Retirement Planning, Financial Planning, Long Term Care, Wealth Management, Investments, Accounting, Tax, Mutual Funds, Estate Planning
Education
University of Massachusetts, Amherst 1969 — 1971
MBA, Business
Boston College 1965 — 1969
BS, Accounting
Integrated Financial Partners 2008 - Present
The Patriot Financial Group 2005 - 2008
Skills
Retirement Planning, Financial Planning, Long Term Care, Wealth Management, Investments, Accounting, Tax, Mutual Funds, Estate Planning
Education
University of Massachusetts, Amherst 1969 — 1971
MBA, Business
Boston College 1965 — 1969
BS, Accounting
Teri Hardeman's The Patriot Financial Group Experience October 2006 - April 2007
Job Loan Counselor at LendMark Financial Service
Industry Consumer Services
Experience
LendMark Financial Service June 2012 - Present
The Myers Group November 2010 - March 2011
LiveOps April 2007 - November 2010
IRS October 2009 - February 2010
Tele Tech May 2007 - November 2009
The Patriot Financial Group October 2006 - April 2007
Skills
Customer Service, Analysis, Account Reconciliation, Research, Call Centers, Customer Retention, Customer Satisfaction, Salesforce.com, Sales, Customer Experience, Credit Cards, Data Entry, Account Management, Payments, Direct Sales
Education
South University
Accounting
LendMark Financial Service June 2012 - Present
The Myers Group November 2010 - March 2011
LiveOps April 2007 - November 2010
IRS October 2009 - February 2010
Tele Tech May 2007 - November 2009
The Patriot Financial Group October 2006 - April 2007
Skills
Customer Service, Analysis, Account Reconciliation, Research, Call Centers, Customer Retention, Customer Satisfaction, Salesforce.com, Sales, Customer Experience, Credit Cards, Data Entry, Account Management, Payments, Direct Sales
Education
South University
Accounting
Chris Dargon's The Patriot Financial Group Experience May 2007 - May 2008
Job Looking to get back into the business world
Industry Financial Services
Experience
Commonwealth Fire Protection April 2015 - September 2015
A and E Fire Protection April 2014 - February 2015
LogMeIn Inc. January 2014 - February 2014
Doug Carroll Baseball Academy January 2012 - August 2012
RBI Baseball Academy December 2007 - April 2012
Camber Pharmaceuticals Inc September 2011 - December 2011
Computershare Fund Services November 2009 - January 2010
The Patriot Financial Group May 2007 - May 2008
Mercer HR Services October 2005 - May 2007
United Mortgage Brokerage August 2004 - October 2005
Skills
Customer Service, Sales, Time Management, Coaching, Training, Microsoft Excel, PowerPoint, Microsoft Word, CRM, Research, Access, Teaching, Press Releases, Microsoft Office, Public Speaking, Social Media, Marketing
Education
Bridgewater State College 1999 — 2004
Bachelor of Science Degree, Business Administration; Finance
Northeastern University 1997 — 1999
Commonwealth Fire Protection April 2015 - September 2015
A and E Fire Protection April 2014 - February 2015
LogMeIn Inc. January 2014 - February 2014
Doug Carroll Baseball Academy January 2012 - August 2012
RBI Baseball Academy December 2007 - April 2012
Camber Pharmaceuticals Inc September 2011 - December 2011
Computershare Fund Services November 2009 - January 2010
The Patriot Financial Group May 2007 - May 2008
Mercer HR Services October 2005 - May 2007
United Mortgage Brokerage August 2004 - October 2005
Skills
Customer Service, Sales, Time Management, Coaching, Training, Microsoft Excel, PowerPoint, Microsoft Word, CRM, Research, Access, Teaching, Press Releases, Microsoft Office, Public Speaking, Social Media, Marketing
Education
Bridgewater State College 1999 — 2004
Bachelor of Science Degree, Business Administration; Finance
Northeastern University 1997 — 1999
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY