Tower Square Securities, Inc.

Industry: Company

Description

Headquarters: New York City, NY Founded: 1968 Parent organizations: MetLife, Cetera Advisor Networks LLC Subsidiaries: TOWER SQUARE SECURITIES INSURANCE AGENCY OF OHIO, INC,

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Tower Square Securities, Inc. Employees

Employee
Years
Job
Industry
Jennifer Boudreau Jennifer Boudreau Indianapolis, Indiana Area Details
Jennifer Boudreau's Tower Square Securities, Inc. Experience 2004 - 2005
Job New Business Analyst
Industry Financial Services
Experience
Financial Partners Group  March 2015 - Present
Georgetown Financial Group, Inc.   2005 - 2006
Tower Square Securities, Inc.   2004 - 2005
Tower Square Securities   2003 - 2004
Lincoln Financial Advisors  2002 - 2003
Lincoln Financial Advisors  2000 - 2002

Skills
Marketing, Wellness, Nutrition, Public Speaking, Customer Service, Customer Retention, Relationship Marketing, Personal Training, Social Networking, Small Business, Training, Entrepreneurship, Blogging, Coaching, Leadership Development, Home Based Business, Team Building, Management

Education
Ball State University

Indiana University-Purdue University at Fort Wayne

Cherise Taylor Cherise Taylor Greater Atlanta Area Details
Cherise Taylor's Tower Square Securities, Inc. Experience August 1999 - December 2005
Job Admin Assistant at Georgia Department of Banking & Finance
Industry Investment Banking
Experience
Georgia Department of Banking & Finance  July 2014 - Present
Georgia Secretary of State  April 2013 - July 2014
K’s HOUSE-Group Home   November 2010 - November 2012
HARTFORD FINANCIAL SERVICES  May 2006 - November 2009
Tower Square Securities, Inc.   August 1999 - December 2005
Travelers Property & Casualty  April 1996 - August 1999
Aetna  May 1990 - April 1996

Skills
Compliance, Excel, Customer Service, Securities, Word, Outlook, PowerPoint, Microsoft Office, Lotus Notes, Problem Solving, Licensing, Microsoft Excel, Accounts Payable, Leadership, Policy, Microsoft Word

Education
Atlanta Technical College   2012 — 2014
Associate's Degree, Business Administration and Management, General, 3.0

Eastern Connecticut State University   2006 — 2007
Certificate, Paralegal Studies

Cynthia Macdonald Cynthia Macdonald Citrus Heights, California Details
Cynthia Macdonald's Tower Square Securities, Inc. Experience 1995 - 1998
Job Attorney, US Small Business Administration
Industry Government Administration
Experience
US Small Business Administration  May 2009 - Present
Wachovia Small Business Capital  September 2005 - September 2008
US Small Business Administration  October 2004 - July 2005
E*TRADE Financial  July 2002 - March 2003
Travelers Insurance and Tower Square Securities, Inc.   1995 - 2002
Tower Square Securities, Inc.   1995 - 1998
H.C. Wainwright & Co., Inc.   1994 - 1995
Commonwealth of Massachusetts  1991 - 1994
John Hancock  1989 - 1991
NASD (now FINRA)   1982 - 1989

Skills
Loans, Program Management, Management, Litigation, Securities, Legal Writing, Corporate Governance, Licensing, Credit, Financial Risk, Portfolio Management, Investments, Asset Management, Small Business, Financial Services

Education
Suffolk University Law School   1985 — 1989
JD

Boston University
B.L.S.

Shelly Brennan Shelly Brennan Syracuse, New York Area Details
Shelly Brennan's Tower Square Securities, Inc. Experience April 2007 - December 2010
Job Sales Manager at AmeriPride Services
Industry Textiles
Experience
AmeriPride Services  September 2013 - Present
AmeriPride Services  December 2011 - September 2013
State Industrial Products  April 2010 - December 2011
Tower Square Securities, Inc.   April 2007 - December 2010

Skills
Customer Relations, Cold Calling, Contract Negotiation, Marketing Strategy, Account Management, New Business Development, Independent Thinker, Strategic Thinking, High Energy, Social Networking, Listening Skills, Attention To Detail, B2B, Sales Process, Sales Operations, Leadership, Sales, Sales Presentations, Inventory Management, Marketing, Direct Sales, CRM, Selling, Sales Force Development, Customer Retention, Outside Sales, Salesforce.com, Qualifying Prospects, Pricing, Training, Key Account Development, Strategic Selling, Key Account Management, Forecasting, Deal Closure, Hiring, Building Relationships, Free Thinking, Management, Recruiting, Relationship Building

Education
SUNY College of Technology at Canton   1989 — 1994
AAS

Elmira College   1991 — 1991

Eric Trapasso Eric Trapasso Greater Los Angeles Area Details
Eric Trapasso's Tower Square Securities, Inc. Experience May 2009 - Present
Job Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  September 2013 - Present
Tower Square Securities, Inc.   May 2009 - Present
MetLife  November 2006 - December 2008
U.S.S. Benfold   October 1994 - December 1998

Skills
Retirement Planning, Fixed Annuities, Investments, Alternative Investment..., Stock Trading, Variable Annuities, 403 b, College Savings Plans, Financial Analysis, Strategic Financial..., Stock Market Analysis, TSP, Financial Risk..., Mutual Funds, Wealth Management..., Series 65, Asset Management, Tactical Asset..., Dynamic Asset Allocation, Series 7, Series 63, Financial Planners, Project Management

Education
Cal State Fullerton   2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Golden West College   2000 — 2003
Associate of Arts (A.A.), General Studies

Bert Campbell CLU® CHFC® CFP® Bert Campbell CLU® CHFC® CFP® Pendleton, South Carolina Details
Bert Campbell CLU® CHFC® CFP®'s Tower Square Securities, Inc. Experience 1995 - Present
Job President at ACI Financial
Industry Financial Services
Experience
Greenville Estate Planning Association   2000 - Present
ACI Financial   1995 - Present
Tower Square Securities, Inc.   1995 - Present
Probity Advisors   2004 - 2006
Travelers Life & Annuity  1978 - 2005

Skills
Insurance, Estate Planning, Financial Planning, Fixed Annuities, Wealth Management, FINRA, Life Insurance, Disability Insurance, Mutual Funds, Asset Allocation, Securities, Long-term Care, Portfolio Management, Strategic Financial..., Investment Advisory, IRAs, Term Life Insurance, Long Term Care Insurance, Investment Strategies, Variable Annuities, Whole Life, Alternative Investments, 401k Rollovers, Roth IRA, Certified Financial..., College Savings Plans

Education
The American College   1980 — 1986
CLU CHFC

Presbyterian College   1973 — 1977
BS, Business Administration

Angela Keene Angela Keene Spartanburg, South Carolina Details
Angela Keene's Tower Square Securities, Inc. Experience March 2000 - October 2011
Job Registered Sales Assistant at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc.   October 2011 - Present
Jeff Horton Insurance and Investments   September 1986 - Present
Horton Financial Services, Inc.   September 1985 - Present
Tower Square Securities, Inc.   March 2000 - October 2011
Royal Alliance  March 1999 - March 2000

Skills
Series 7, Series 63, Series 24, Variable Annuities, 401k, IRAs, Mutual Funds, Financial Services, Management, Customer Service, Office Management, Sales, Life Insurance, Retirement Planning

Education
Spartanburg Community College   1987 — 1989
Computer Science

University of South Carolina Upstate   1985 — 1987
Business Administration and Management, General

Boiling Springs High School   1983 — 1985
High School

Charles Rooney Charles Rooney Hartford, Connecticut Area Details
Charles Rooney's Tower Square Securities, Inc. Experience 2004 - 2007
Job Senior Analyst Aftermarket Supplier Management at UTC Aerospace Systems
Industry Electrical/Electronic Manufacturing
Experience
UTC Aerospace Systems  January 2015 - Present
UTC Aerospace Systems  June 2013 - January 2015
ClearEdge Power (formerly UTC Power)   February 2011 - March 2013
Liberty Honda  March 2009 - February 2011
Tower Square Securities, Inc.   2004 - 2007
American Express Financial Advisors  2003 - 2004

Education
The University of Connecticut School of Business   2009 — 2012
MBA, International Business and Operations Management

Central Connecticut State University   1997 — 2001
Bachelor of Arts (B.A.), International/Global Studies

Beijing Institute of Education   1999 — 2000

Doris White Doris White United States Details
Doris White's Tower Square Securities, Inc. Experience March 2001 - December 2005
Job RN at Lawrence and Memorial Hospital
Industry Health, Wellness and Fitness
Experience
Lawrence and Memorial Hospital  February 2011 - Present
Hartford Life  May 2006 - August 2008
Tower Square Securities, Inc.   March 2001 - December 2005

Skills
Healthcare, BLS, Inpatient, Nursing, Patient Safety, HIPAA, Healthcare Management, Customer Service, Acute Care, Patient Advocacy, Medical/Surgical, Meditech, EMR, Patient Education, Medication..., Medical Terminology, Wound Care, Vital Signs, Health Education, IV, Infection Control, ACLS, NRP, Labor and Delivery

Education
Southern Connecticut State University   2008 — 2010
BS, Nursing

Capital Technical Community College   1991 — 1993
AS, Liberal Arts

Eugene Jordan, CLU®, ChFC®, CFP® Eugene Jordan, CLU®, ChFC®, CFP® Buffalo/Niagara, New York Area Details
Eugene Jordan, CLU®, ChFC®, CFP®'s Tower Square Securities, Inc. Experience January 1996 - August 2013
Job Branch Manager at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  September 2013 - Present
E.P. Jordan & Associates, Inc   January 1990 - Present
Tower Square Securities, Inc.   January 1996 - August 2013
Travelers Life & Annuity  1990 - 2005

Skills
Securities, FINRA, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Series 63, Series 6, Fixed Annuities, Insurance, Strategic Financial..., Series 24, Series 53

Education
The American College   1986 — 1987
CLU, ChFC, Insurance & Financial Services

State University of New York at Buffalo - School of Management   1976 — 1978
BS, Management

SUNY College of Environmental Science & Forestry   1972 — 1974
A.A.S., Forestry Management & Surveying

Barrett Sidel Barrett Sidel Hartford, Connecticut Area Details
Barrett Sidel's Tower Square Securities, Inc. Experience 1999 - 2002
Job consultant
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc.   April 2003 - December 2005
Travelers Life & Annuity  2002 - 2003
Tower Square Securities, Inc.   1999 - 2002

Skills
Compliance, Mutual Funds, Securities, Corporate Governance, Fixed Annuities, Insurance

Education
Boston University School of Law   1965 — 1966
LL.M., Taxation

Boston College Law School   1962 — 1965
J.D., Law

University of Pennsylvania   1958 — 1962
A.B., English

Catherine (Katy) Bland-Brooks Catherine (Katy) Bland-Brooks Greater Boston Area Details
Catherine (Katy) Bland-Brooks's Tower Square Securities, Inc. Experience 2001 - 2002
Job Manages Household of Five
Industry Executive Office
Experience
Home  September 2012 - Present
Emmanuel Lutheran Church  June 2010 - September 2012
Caritas Health and Wellness Center   August 2006 - February 2010
Children's Hospital Boston  November 2002 - July 2005
Tower Square Securities, Inc.   2001 - 2002

Skills
Administrative...

Education
Randolph College   1996 — 2000
BA, French Literature

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