Thomas-James Associates
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Thomas-James Associates Employees
Employee
Years
Job
Industry
Peter Hakenen Peter Hakenen's Thomas-James Associates Experience 1989 - 1990
Job Senior Consulting Underwriter, Gen Re
Industry Insurance
Experience
General Reinsurance Corp. September 1990 - Present
Thomas James Associates 1989 - 1990
Skills
Underwriting, Property & Casualty..., Risk Assessment, Reinsurance, Insurance, Commercial Insurance, Financial Risk, Commercial Lines, Excess, Liability, Casualty, Casualty Insurance, Professional Liability, General Insurance, Legal Liability, Brokers, Risk Management
Education
Northwestern University 1984 — 1989
Bachelor of Arts (B.A.)
General Reinsurance Corp. September 1990 - Present
Thomas James Associates 1989 - 1990
Skills
Underwriting, Property & Casualty..., Risk Assessment, Reinsurance, Insurance, Commercial Insurance, Financial Risk, Commercial Lines, Excess, Liability, Casualty, Casualty Insurance, Professional Liability, General Insurance, Legal Liability, Brokers, Risk Management
Education
Northwestern University 1984 — 1989
Bachelor of Arts (B.A.)
Michael Santa Michael Santa's Thomas-James Associates Experience 1991 - 1994
Job West coast director
Industry Management Consulting
Experience
SMS Management & Technology January 2000 - Present
James Hamlin & Co., P.C. February 2011 - June 2013
Megasystems 1994 - 1999
Thomas James Associates 1991 - 1994
Skills
Strategy, Strategic Planning, B2B, Forecasting, Account Management, Salesforce.com, Team Building, Business Planning, Marketing, Sales Management, Marketing Strategy, Market Planning, Sales, Business Strategy, Sales Process, Pricing, Business Development
Education
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), Economics
SMS Management & Technology January 2000 - Present
James Hamlin & Co., P.C. February 2011 - June 2013
Megasystems 1994 - 1999
Thomas James Associates 1991 - 1994
Skills
Strategy, Strategic Planning, B2B, Forecasting, Account Management, Salesforce.com, Team Building, Business Planning, Marketing, Sales Management, Marketing Strategy, Market Planning, Sales, Business Strategy, Sales Process, Pricing, Business Development
Education
Northwestern University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Donald Paulino Donald Paulino's Thomas-James Associates Experience June 1990 - May 1992
Job Independent Investments and Project Financing Consultant
Industry Financial Services
Experience
Paulino Investments, Inc. August 2004 - January 2012
SeaForth Mortgage Corporation January 2000 - August 2004
International Investment Holding Group June 1990 - May 1996
Thomas James Associates June 1990 - May 1992
Skills
Loans, Real Estate, Residential, Sellers, Home, Investors, Investment Properties, Realty, Real Estate Development, Mortgage, Condos, Purchase, Buying, Asset Management, Apartments, Contract Negotiation, Leases, Banking, Portfolio Management, Single Family Homes, Microsoft Office, Equities, Investments, Real Estate Investment, Real Estate Finance, Real Estate Financing, Brokerage, Valuation, Funding, Investment Banking
Education
Kean University
International Business
Paulino Investments, Inc. August 2004 - January 2012
SeaForth Mortgage Corporation January 2000 - August 2004
International Investment Holding Group June 1990 - May 1996
Thomas James Associates June 1990 - May 1992
Skills
Loans, Real Estate, Residential, Sellers, Home, Investors, Investment Properties, Realty, Real Estate Development, Mortgage, Condos, Purchase, Buying, Asset Management, Apartments, Contract Negotiation, Leases, Banking, Portfolio Management, Single Family Homes, Microsoft Office, Equities, Investments, Real Estate Investment, Real Estate Finance, Real Estate Financing, Brokerage, Valuation, Funding, Investment Banking
Education
Kean University
International Business
Chris Laughary's Thomas-James Associates Experience 1986 - 1987
Job Business Development Leader & Education Tools Innovator
Industry Management Consulting
Experience
Roundell Enterprises, LLC 2004 - Present
Lumens Integration, Inc. March 2008 - September 2012
UL PureSafety 2007 - 2008
Renaissance Learning January 2006 - August 2007
The Library Corporation August 1998 - January 2006
The Smart School 1997 - 1998
School Board of Broward County 1993 - 1998
First United Methodist Church of Pompano Beach 1990 - 1992
Dean Witter Reynolds 1988 - 1992
Thomas James Associates 1986 - 1987
Skills
Product Development, Sales Management, Teaching, Integration, Channel Management, Consultative Selling, E-learning, Team Building, Strategic Planning, Mentoring, Social Media, Team Leadership, Customer Relations, Instructional Technology, Instructional Design, K-12, Library, Educational Technology, Distance Learning, Curriculum Development, Curriculum Design, Adult Education, Blended Learning, Staff Development, Content Development, Higher Education, Mobile Learning, Educational Leadership, Teacher Training, Instructor-led Training, Learning Management, Publishing, Strategic Partnerships, Academic Publishing, 3D, School Districts, Schools, Technology Evaluation, Multi-channel Marketing, Idea Generation, Product Management, Business Strategy, B2B, Team Management, Marketing Strategy, E-Learning, Channel Partners, Selling, Sales, Sales Operations
Education
Florida Atlantic University 1990 — 1993
Bachelor's degree, English/Language Arts Teacher Education
Texas State University-San Marcos 1984 — 1986
Business Administration Major and Management, General Studies
Roundell Enterprises, LLC 2004 - Present
Lumens Integration, Inc. March 2008 - September 2012
UL PureSafety 2007 - 2008
Renaissance Learning January 2006 - August 2007
The Library Corporation August 1998 - January 2006
The Smart School 1997 - 1998
School Board of Broward County 1993 - 1998
First United Methodist Church of Pompano Beach 1990 - 1992
Dean Witter Reynolds 1988 - 1992
Thomas James Associates 1986 - 1987
Skills
Product Development, Sales Management, Teaching, Integration, Channel Management, Consultative Selling, E-learning, Team Building, Strategic Planning, Mentoring, Social Media, Team Leadership, Customer Relations, Instructional Technology, Instructional Design, K-12, Library, Educational Technology, Distance Learning, Curriculum Development, Curriculum Design, Adult Education, Blended Learning, Staff Development, Content Development, Higher Education, Mobile Learning, Educational Leadership, Teacher Training, Instructor-led Training, Learning Management, Publishing, Strategic Partnerships, Academic Publishing, 3D, School Districts, Schools, Technology Evaluation, Multi-channel Marketing, Idea Generation, Product Management, Business Strategy, B2B, Team Management, Marketing Strategy, E-Learning, Channel Partners, Selling, Sales, Sales Operations
Education
Florida Atlantic University 1990 — 1993
Bachelor's degree, English/Language Arts Teacher Education
Texas State University-San Marcos 1984 — 1986
Business Administration Major and Management, General Studies
Peter C. Hafner's Thomas-James Associates Experience August 1992 - August 1994
Job Founder, Hafner Financial Group, CFP®, CWS®, Certified Financial Planner, Wealth Strategist, Financial Advisor
Industry Financial Services
Experience
Hafner Financial Group January 2007 - Present
First Allied Securities 2007 - Present
Wachovia Securities (formerly A.G. Edwards) January 1994 - 2007
Thomas James Associates August 1992 - August 1994
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Finance, Investment Strategies, Financial Advisory, Securities, Financial Planners, Financial Planning, Uniform Combined State..., Portfolio Management, Bonds, Insurance, Financial Services, Wealth, FINRA, Asset Allocation
Education
College for Financial Planning
Financial Planning
State University of New York College at Buffalo
Bachelor of Arts, Political Science with a concentration in History and Math
State University of New York at Buffalo - School of Management
Hafner Financial Group January 2007 - Present
First Allied Securities 2007 - Present
Wachovia Securities (formerly A.G. Edwards) January 1994 - 2007
Thomas James Associates August 1992 - August 1994
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Finance, Investment Strategies, Financial Advisory, Securities, Financial Planners, Financial Planning, Uniform Combined State..., Portfolio Management, Bonds, Insurance, Financial Services, Wealth, FINRA, Asset Allocation
Education
College for Financial Planning
Financial Planning
State University of New York College at Buffalo
Bachelor of Arts, Political Science with a concentration in History and Math
State University of New York at Buffalo - School of Management
John Macchi John Macchi's Thomas-James Associates Experience January 1987 - January 1988
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 1988 - Present
Thomas James Associates January 1987 - January 1988
Colgate Palmolive September 1985 - September 1986
Education
California State University-Chico 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Morgan Stanley December 1988 - Present
Thomas James Associates January 1987 - January 1988
Colgate Palmolive September 1985 - September 1986
Education
California State University-Chico 1981 — 1985
Bachelor's degree, Business Administration and Management, General
John Manis's Thomas-James Associates Experience 1992 - 1996
Job VicePresident at JM Construction Co. Inc.
Industry Construction
Experience
JM Construction Co. Inc. BrokerThomas James1992 - 1996
Thomas James Associates 1992 - 1996
thomas james associates 1992 - 1996
ms farrell and company 1992 - 1996
Education
Muhlenberg College 1989 — 1993
JM Construction Co. Inc. BrokerThomas James1992 - 1996
Thomas James Associates 1992 - 1996
thomas james associates 1992 - 1996
ms farrell and company 1992 - 1996
Education
Muhlenberg College 1989 — 1993
Stu Novick, CFA's Thomas-James Associates Experience 1992 - 1993
Job Senior Equity Analyst at Invesco US
Industry Investment Banking
Experience
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Invesco US March 2014 - Present
Bloomberg LP October 2013 - March 2014
Debtwire Analytics (division of Financial Times Group) December 2012 - October 2013
Xtract Research LLC (division of Financial Times Group) February 2012 - December 2012
Citigroup 1994 - February 2012
Hartford Steam Boiler (a division of Munich Re) 1993 - 1994
Thomas James Associates 1992 - 1993
Value Line 1989 - 1992
TIAA-CREF 1987 - 1988
Skills
Credit Analysis, Equity Research, Institutional Marketing, Convertible Bonds, Convertible Arbitrage, Report Writing, Presentation Development, Financial Analysis, Distressed Debt, High Yield, Options, CDS, Recruiting, Mentoring, Investments, Covenants, Covenant Compliance, Equities, Hedge Funds, Investment Banking, Capital Markets, Asset Management, Special Situations, Fixed Income, Bonds, Alternative Investments, Strategy, Valuation, Risk Management, Investor Relations, Mutual Funds, Capital Structure, Investment Management, Bloomberg, Credit, Financial Risk, Derivatives, Structured Products, Emerging Markets, Equity Derivatives, Credit Derivatives, Private Equity, Leveraged Finance, Structured Finance, Equity Valuation, Financial Markets, Equity Trading, LBO
Education
Columbia Business School 1988 — 1989
MBA, Finance/Int'l Business
State University of New York at Albany 1981 — 1985
BS, Business Administration/Psychology
Deborah Varco's Thomas-James Associates Experience 1990 - 1997
Job Privacy Representative System Security at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Bank of America Merrill Lynch October 2011 - Present
Merrill Lynch October 2000 - October 2011
Princeton Retirement Group 2005 - 2008
AMVESCAP Retirement, Inc. October 2000 - July 2005
Invesco Retirement Plan Services 2000 - 2003
IFG 1997 - 2000
Thomas James Associates 1990 - 1997
Boettcher & Company 1990 - 1991
Education
Regis University
BS, Business Administration
Christopher Cordeiro, CIMA®'s Thomas-James Associates Experience June 1993 - August 1993
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
Fidelity Investments May 2015 - Present
Santander Investment Services April 2014 - April 2015
Citizens Investment Services December 2012 - April 2014
UBS Financial Services, Inc. September 1999 - November 2012
Fleet Bank August 1998 - August 1999
Scudder Investments January 1997 - August 1998
American Express Financial Advisors January 1996 - January 1997
Lord & Taylor September 1993 - January 1996
Thomas James Associates June 1993 - August 1993
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investment Advisory, 401k, Alternative Investments, Series 65, Asset Management, Retirement, Separately Managed..., Wealth Management..., Financial Advisory, ETFs, Fixed Income, Portfolio Management, Strategic Financial..., Personal Financial..., 401k Rollovers, Investment Strategies, Investments, Investment Management
Education
Franklin Pierce University 1988 — 1993
BS, Business Management
David Feck's Thomas-James Associates Experience
Job Owner at ThomasJames Associates
Industry Consumer Goods
Experience
Thomas-James Associates
Skills
New Business Development, Trade Shows, Marketing Strategy, Marketing, Advertising, B2B, Sales Management, Sales, Customer Service
Education
University of Cincinnati College of Business 1980 — 1983
BA, Marketing
Thomas-James Associates
Skills
New Business Development, Trade Shows, Marketing Strategy, Marketing, Advertising, B2B, Sales Management, Sales, Customer Service
Education
University of Cincinnati College of Business 1980 — 1983
BA, Marketing