Tucker Anthony Incorporated

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Tucker Anthony Incorporated Employees

Employee
Years
Job
Industry
Patricia Apfel Patricia Apfel Newtonville, Massachusetts Details
Patricia Apfel's Tucker Anthony Incorporated Experience 1986 - 1995
Job Financial Services Professional
Industry Financial Services
Experience
Boston College  September 2013 - Present
Tucker Anthony Incorporated   1986 - 1995

Skills
Investments, Business Strategy, Asset Management, Strategic Planning, Securities, Equities, Financial Analysis, Management, New Business Development, Financial Modeling

Education
Boston College
BSBA, Accounting

Ladd M. Duda Ladd M. Duda Greater Chicago Area Details
Ladd M. Duda's Tucker Anthony Incorporated Experience May 1997 - March 2002
Job Experienced Investment Advice / Feltl and Company
Industry Financial Services
Experience
Feltl and Company  December 2011 - Present
Fintegra,LLC   March 2010 - January 2011
Wunderlich Securities,Inc.   April 2002 - March 2007
Howe Barnes Investments ,Inc.   April 2002 - April 2006
Tucker Anthony Incorporated   May 1997 - March 2002
The Chicago Corporation  1986 - 1997

Skills
Portfolio Management, Mutual Funds, Asset Allocation, Investments, Retirement Planning, Securities, Investment Strategies, Investment Management, Wealth Management, Equities, Bonds, Fixed Income, Wealth Management..., IRAs, Trading, 401k, Retirement, Finance, Financial Advisory, Banking, Investment Banking, Financial Services

Education
Northwestern University   1978 — 1980
Economics and Accounting

University of Illinois at Urbana-Champaign   1964 — 1969
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies

Lane Technical H.S   1960 — 1964

David P Cohen David P Cohen Greater New York City Area Details
David P Cohen's Tucker Anthony Incorporated Experience April 1997 - November 2001
Job Director at Specialized Performance Advisory Group
Industry Financial Services
Experience
Specialized Performance Advisory Group   January 2014 - Present
Southwest Securities  January 2012 - July 2013
RBC Wealth Management  November 2001 - October 2011
Tucker Anthony Incorporated   April 1997 - November 2001
Tucker Anthony Incorporated   May 1995 - April 1997
Putnam Investments  December 1993 - February 1995
Boston Scientific  March 1992 - November 1993

Skills
Portfolio Management, Bloomberg, Trading, Banking, Risk Management, Structured Products, Series 7, Marketing, Fixed Income, Investments, Capital Markets, Strategic Financial..., Series 24, Derivatives, Hedge Funds, Customer Service, Finance, Securities, Retail, Sales, Alternative Investments, Bonds, Equities, Mutual Funds, Series 63, FINRA, Wealth Management, Financial Markets, Investment Banking

Education
Emory University   1987 — 1991
Bachelor of Arts & Sciences, Political Science and Psychology

Wayland High School   1983 — 1987

Peter Fleming Peter Fleming Greater Boston Area Details
Peter Fleming's Tucker Anthony Incorporated Experience September 1996 - September 1997
Job Senior Bond Trader at Columbia Management
Industry Financial Services
Experience
Columbia Management Group  September 1997 - Present
Tucker Anthony Incorporated   September 1996 - September 1997
Fidelity Management and Research Company  March 1994 - September 1996
Fidelity Management and Trust Company   July 1992 - March 1994
Fidelity Management & Trust Company   December 1991 - July 1992
Fidelity Management & Trust Company   March 1991 - December 1991
Fidelity Management & Research Company  November 1989 - February 1991
Brown Brothers Harriman & Company   July 1988 - May 1989
UeberseeBank AG   July 1987 - October 1987

Skills
Portfolio Management, Fixed Income, Mutual Funds, Bonds, High Yield, Securities, Hedging, Hedge Funds, Derivatives, Options, Trading, Investments, Analysis, Investment Strategies, Asset Management, Investment Management, Financial Risk, Financial Services, Swaps

Education
Suffolk University   1995 — 1997
MSF, Finance

American College of Switzerland   1984 — 1987
Bachelors of Science, International Finance

Dean College   1982 — 1984
Business

Stephen Puleo, AAI Stephen Puleo, AAI Greater Boston Area Details
Stephen Puleo, AAI's Tucker Anthony Incorporated Experience May 1998 - June 1999
Job Vice President, Property Casualty at USI Insurance Services LLC
Industry Financial Services
Experience
USI Insurance Services  December 2013 - Present
Imperial Capital Group, LLC   February 2012 - December 2013
CANACCORD ADAMS INCORPORATED   February 2006 - March 2009
NEEDHAM AND COMPANY, INCORPORATED   June 2002 - December 2005
ADAMS, HARKNESS & HILL COMPANY   June 1999 - June 2002
TUCKER ANTHONY INCORPORATED   May 1998 - June 1999
NASDAQ Market   May 1994 - May 1998
Tucker Anthony  May 1992 - May 1994

Skills
Portfolio Management, Series 63, Strategic Planning, Banking, Equity Capital Markets, Trading, Equities, Equity Trading, Series 7, Bloomberg, Financial Services, Capital Markets, Securities, Fixed Income, Investments, Hedge Funds, Property, Property & Casualty...

Education
Curry College
Bachelor of Science, Business Management

Robert Dreier Robert Dreier Greater Boston Area Details
Robert Dreier's Tucker Anthony Incorporated Experience 1997 - 2003
Job Director Business Development at Bunker Hill Capital
Industry Venture Capital & Private Equity
Experience
Bunker Hill Capital  April 2010 - Present
BB&T Capital Markets  October 2004 - March 2010
RBC Capital Markets  1997 - 2003
Tucker Anthony Incorporated   1997 - 2003
Arthur Andersen & Co.   1989 - 1993

Skills
Mergers, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Capital Markets, Corporate Development, M&A experience, Leveraged Finance, Private Placements, Divestitures, Business Valuation, Financial Analysis, Equities, Capital Raising, Alternative Investments

Education
Northwestern University - Kellogg School of Management   1995 — 1997

University of Arizona   1987 — 1989
B.S., Finance and Accounting

Bowdoin College   1984 — 1987

Kimberly Rowell Kimberly Rowell Greater Boston Area Details
Kimberly Rowell's Tucker Anthony Incorporated Experience February 1997 - December 1999
Job Marketing Communications Manager at BlueSnap
Industry Marketing and Advertising
Experience
BlueSnap  July 2013 - Present
ACI Worldwide  April 2011 - July 2013
ACI Worldwide  October 2006 - April 2011
P&H Solutions  April 2003 - October 2006
State Street Corporation  June 2000 - April 2003
Women Express, Inc   January 2000 - May 2000
Tucker Anthony Incorporated   February 1997 - December 1999

Skills
Project Management, Team Management, Budgets, Theme Development, Salesforce.com, Product Management, Marketing Strategy, Payments, Email Marketing, Marketing Communications, Product Marketing, Payment Systems, Marketing, Lead Generation, Strategic Planning, Event Planning, Event Management, Corporate Events, Meeting Planning, Trade Shows, Management, Newsletters, Advertising, CRM, E-commerce, Online Marketing

Education
Simmons College   1997 — 2000
BA, Marketing Communications

Anthony Verga Anthony Verga New York, New York Details
Anthony Verga's Tucker Anthony Incorporated Experience August 1993 - March 2002
Job Regulatory Compliance Risk Executive at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
HSBC Securites   April 2006 - July 2015
TD Waterhouse  July 2004 - March 2006
RBC Dain Raucher   March 2002 - June 2004
Tucker Anthony Incorporated   August 1993 - March 2002
Shearson Lehman Brothers  May 1989 - July 1993

Skills
Series 4, Series 7, Series 8, Series 14, Series 63

Education
Hofstra University   1984 — 1988
Bachelor's Degree, Banking and Finance

Morgan Ley Morgan Ley Greater Boston Area Details
Morgan Ley's Tucker Anthony Incorporated Experience 1995 - 1999
Job Managing Director, Consumer and Retail Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James & Associates  October 2010 - Present
Canaccord Genuity  2004 - October 2010
SunTrust Robinson Humphrey  1999 - 2004
Tucker Anthony Incorporated   1995 - 1999
CS First Boston  1993 - 1995

Skills
Private Equity, Mergers, Fixed Income, Mergers & Acquisitions, Investment Banking, Due Diligence, Valuation, Venture Capital, Banking

Education
Harvard University   1989 — 1993
AB

Nobles

Kevin Dunn Kevin Dunn Greater Boston Area Details
Kevin Dunn's Tucker Anthony Incorporated Experience October 1984 - June 1999
Job Managing Partner at Dunn Rush & Co. LLC
Industry Investment Banking
Experience
Dunn Rush & Co. LLC   April 2009 - Present
Canaccord Adams Inc   January 2006 - March 2009
Adams Harkness & Hill  September 2002 - December 2005
SunTrust Robinson Humphrey  June 1999 - June 2002
Tucker Anthony Incorporated   October 1984 - June 1999
Bain & Company  1980 - 1983

Skills
Venture Capital, Investment Banking, Mergers, Private Placements, Private Equity, Valuation, Strategy, Capital Raising, Mergers & Acquisitions, Start-ups, Recapitalizations, IPO, Corporate Finance, Financial Advisory, Corporate Development, Investments, M&A experience, Equity Capital Markets, Alternative Investments, Business Valuation, Leveraged Finance, Growth Capital, Financial Structuring, Due Diligence, Divestitures, Equity Research, LBO, Capital Markets, Investor Relations, Capital, Emerging Markets, Hedge Funds, Restructuring, Equities, Acquisitions, Equity Valuation

Education
The University of Chicago - Booth School of Business   1977 — 1978
MBA, Accounting and Finance

Harvard University   1970 — 1974
AB, Government