U.S. Wealth Management
Industry: Company
DescriptionFounded: 2005 Subsidiaries: US Financial Advisors Inc., U.S. Wealth Advisors, LLC
U.S. Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at U.S. Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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U.S. Wealth Management Employees
Employee
Years
Job
Industry
Alex Weiss, CFP® Alex Weiss, CFP®'s U.S. Wealth Management Experience February 2010 - Present
Job at US Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management February 2010 - Present
Merrill Lynch May 2009 - February 2010
Merrill Lynch 2006 - 2009
Education
Bryant University 2005 — 2009
Actuarial Mathematics, Finance
Hanover High School 2000 — 2005
U.S. Wealth Management February 2010 - Present
Merrill Lynch May 2009 - February 2010
Merrill Lynch 2006 - 2009
Education
Bryant University 2005 — 2009
Actuarial Mathematics, Finance
Hanover High School 2000 — 2005
Matthew Lorello Matthew Lorello's U.S. Wealth Management Experience January 2015 - Present
Job Marketing Coordinator at U.S. Wealth Management
Industry Marketing and Advertising
Experience
U.S. Wealth Management January 2015 - Present
College Hype Screen Printing and Embroidery November 2014 - December 2014
Walnut Hill School February 2014 - October 2014
Brain Research Labs, LLC June 2013 - February 2014
Portland Museum of Art May 2012 - December 2012
Wayfair September 2009 - April 2010
The Center for Community Independence January 2009 - September 2009
Current Publishing June 2008 - November 2008
Skills
Graphic Design, Event Planning, Social Media, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Facebook, Customer Service, Mac, Adobe Creative Suite, Public Speaking, FileMaker, Outlook, Research, Social Media Marketing, Microsoft Word, InDesign, Photography, Marketing, Nonprofits, Writing, Copy Writing
Education
Wheaton College (MA) 2004 — 2008
Bachelor of Fine Arts (BFA), English, Studio Art
Maine College of Art 2011 — 2013
Continued Ed, Fine and Studio Arts
U.S. Wealth Management January 2015 - Present
College Hype Screen Printing and Embroidery November 2014 - December 2014
Walnut Hill School February 2014 - October 2014
Brain Research Labs, LLC June 2013 - February 2014
Portland Museum of Art May 2012 - December 2012
Wayfair September 2009 - April 2010
The Center for Community Independence January 2009 - September 2009
Current Publishing June 2008 - November 2008
Skills
Graphic Design, Event Planning, Social Media, Editing, Microsoft Office, PowerPoint, Microsoft Excel, Facebook, Customer Service, Mac, Adobe Creative Suite, Public Speaking, FileMaker, Outlook, Research, Social Media Marketing, Microsoft Word, InDesign, Photography, Marketing, Nonprofits, Writing, Copy Writing
Education
Wheaton College (MA) 2004 — 2008
Bachelor of Fine Arts (BFA), English, Studio Art
Maine College of Art 2011 — 2013
Continued Ed, Fine and Studio Arts
Rob Napolitano's U.S. Wealth Management Experience January 2013 - Present
Job Director of Investment Operations and Associate Portfolio Manager at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management January 2013 - Present
U.S. Wealth Management May 2011 - Present
Federal Management Co., Inc. November 2009 - June 2011
Caturano and Company September 2008 - September 2009
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Wealth Management, Asset Managment, Financial Modeling, Budgets, Financial Reporting, Accounting, PowerPoint, Financial Accounting, Risk Management, Mutual Funds, Financial Advisory, Tax, Microsoft Excel, Auditing, Budget, Microsoft Word, Outlook
Education
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
U.S. Wealth Management January 2013 - Present
U.S. Wealth Management May 2011 - Present
Federal Management Co., Inc. November 2009 - June 2011
Caturano and Company September 2008 - September 2009
Skills
Investments, Asset Management, Portfolio Management, Financial Analysis, Wealth Management, Asset Managment, Financial Modeling, Budgets, Financial Reporting, Accounting, PowerPoint, Financial Accounting, Risk Management, Mutual Funds, Financial Advisory, Tax, Microsoft Excel, Auditing, Budget, Microsoft Word, Outlook
Education
Bentley University 2004 — 2008
BS, Corporate Finance & Accounting
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Corporate Finance and Accounting
Julia Napolitano Julia Napolitano's U.S. Wealth Management Experience May 2011 - August 2011
Job Weatherization Program Assistant
Industry Environmental Services
Experience
Biological Rhythms Lab February 2012 - Present
Brisa Tapas & Wine May 2011 - Present
University of Massachusetts Amherst January 2011 - May 2014
U.S. Wealth Management May 2011 - August 2011
Skills
Spanish, Customer Service, Immunocytochemistry, Academic Tutoring, Grant Writing, Teaching, Chemistry, Laboratory, Biology, Laboratory Safety, ImageJ, Psychology, Scientific Writing, Microsoft Office
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Psychology/Neuroscience, 3.5
Norwell High School 2006 — 2010
3.5
Biological Rhythms Lab February 2012 - Present
Brisa Tapas & Wine May 2011 - Present
University of Massachusetts Amherst January 2011 - May 2014
U.S. Wealth Management May 2011 - August 2011
Skills
Spanish, Customer Service, Immunocytochemistry, Academic Tutoring, Grant Writing, Teaching, Chemistry, Laboratory, Biology, Laboratory Safety, ImageJ, Psychology, Scientific Writing, Microsoft Office
Education
University of Massachusetts, Amherst 2010 — 2014
Bachelor of Science (B.S.), Psychology/Neuroscience, 3.5
Norwell High School 2006 — 2010
3.5
Max Kolbrenner Max Kolbrenner's U.S. Wealth Management Experience 2002 - Present
Job Member, CPA at Kolbrenner & Alexander LLC
Industry Financial Services
Experience
U.S. Wealth Management 2002 - Present
Kolbrenner & Alexander LLC 1985 - Present
Education
Brooklyn College
Bachelor of Arts (BA)
U.S. Wealth Management 2002 - Present
Kolbrenner & Alexander LLC 1985 - Present
Education
Brooklyn College
Bachelor of Arts (BA)
Adrienne Alexander Adrienne Alexander's U.S. Wealth Management Experience March 2011 - Present
Job Operations Director at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management March 2011 - Present
Ivey, Barnum & O'Mara, LLC 2008 - 2009
Paul Hastings 2000 - 2002
Morgan, Lewis & Bockius LLP January 1999 - August 1999
Zalkin, Rodin & Goodman September 1986 - January 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Strategic Planning, Investments, PowerPoint, Microsoft Office, Financial Advisory, Wealth Management, Investment Advisory
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
Doctor of Law (JD), Law, Cum Laude
Douglass College, Rutgers University 1980 — 1983
Bachelor of Arts (BA), Psychology, Magna Cum Laude
U.S. Wealth Management March 2011 - Present
Ivey, Barnum & O'Mara, LLC 2008 - 2009
Paul Hastings 2000 - 2002
Morgan, Lewis & Bockius LLP January 1999 - August 1999
Zalkin, Rodin & Goodman September 1986 - January 1999
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Strategic Planning, Investments, PowerPoint, Microsoft Office, Financial Advisory, Wealth Management, Investment Advisory
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1983 — 1986
Doctor of Law (JD), Law, Cum Laude
Douglass College, Rutgers University 1980 — 1983
Bachelor of Arts (BA), Psychology, Magna Cum Laude
Thomas J. Lally, CFP® Thomas J. Lally, CFP®'s U.S. Wealth Management Experience November 2011 - Present
Job Wealth Manager Assistant at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management November 2011 - Present
New York Life Insurance Company May 2011 - October 2011
AWEPA (European Parliamentarians with Africa) September 2010 - December 2010
Stonehill College May 2010 - August 2010
Stonehill College September 2009 - May 2010
Stonehill Undergraduate Research Experience May 2009 - July 2009
Education
Stonehill College 2007 — 2011
Bachelor of Arts, English
Bishop Stang High School 2003 — 2007
High School Diploma
U.S. Wealth Management November 2011 - Present
New York Life Insurance Company May 2011 - October 2011
AWEPA (European Parliamentarians with Africa) September 2010 - December 2010
Stonehill College May 2010 - August 2010
Stonehill College September 2009 - May 2010
Stonehill Undergraduate Research Experience May 2009 - July 2009
Education
Stonehill College 2007 — 2011
Bachelor of Arts, English
Bishop Stang High School 2003 — 2007
High School Diploma
Siobhan Fitzgerald CFE's U.S. Wealth Management Experience November 2012 - January 2013
Job Fraud Investigator
Industry Government Administration
Experience
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Scott Donnelly Scott Donnelly's U.S. Wealth Management Experience October 2000 - May 2005
Job Deputy Head of Permanent Control North America at BNP Paribas Investment Partners
Industry Financial Services
Experience
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
BNP Paribas Investment Partners November 2013 - Present
BNP Paribas December 2011 - November 2013
FundQuest May 2005 - December 2011
U.S. Wealth Management October 2000 - May 2005
Fidelity Investments May 1998 - October 2000
Natixis September 1993 - April 1998
Boston Financial Data Services November 1992 - September 1993
Skills
Mutual Funds, Securities, Series 7, Equities, Wealth Management, Series 63, Derivatives, Compliance, Asset Management, Alternative Investments, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Asset Allocation, FINRA, Financial Services, Investment Management, Investments, Series 24, Bloomberg
Education
Stonehill College 1988 — 1992
BA, Political Science / Criminal Justice
Jeffrey Tomaneng Jeffrey Tomaneng's U.S. Wealth Management Experience June 2007 - December 2008
Job Financial Advisor and CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Lincoln Investment January 2009 - Present
Financial Planning Association (FPA) September 2014 - Present
Financial Planning Association (FPA) of Massachusetts January 2011 - December 2013
Financial Planning Association September 2011 - October 2012
Financial Planning Association July 2007 - October 2010
U.S. Wealth Management June 2007 - December 2008
NAIFA-Greater Massachusetts July 2006 - June 2008
Baystate Financial Services February 2002 - June 2007
Bryant University Executive Development Center April 2006 - July 2006
Citizens Bank January 2001 - February 2002
Skills
Retirement Planning, Financial Planning, Mutual Funds, Long Term Care, Insurance Planning, Investment Strategies, Investments, Strategic Financial..., Financial Planners
Education
College for Financial Planning 2006 — 2012
CMFC®, AAMS®, Investment Planning
The American College 2004 — 2005
ChFC, CLU, CASL, Financial Planning, Insurance Planning, Retirement Coaching
New York University 2003 — 2003
Certificate, Financial Planning
Kaplan University 2001 — 2003
Certificate, Financial Planning
Washington University in St. Louis - Olin Business School 1989 — 1992
Bachelor of Science in Business Administration (BSBA), Marketing and Finance
Washington University in St. Louis 1988 — 1992
Bachelor of Science in Business Administration (BSBA), Psychology minor
McLeansboro High School 1984 — 1988
Diploma
Bruce La Vigne Bruce La Vigne's U.S. Wealth Management Experience December 2009 - May 2011
Job Regional Sales Manager at Allstate Benefits
Industry Insurance
Experience
Allstate Benefits March 2012 - January 2014
Allstate Insurance Company May 2011 - March 2012
U.S. Wealth Management December 2009 - May 2011
TD Bank January 2008 - July 2009
Nationwide Financial 1998 - 2005
Aetna Life Insurance and Annuity Company 1996 - 1998
CIGNA Individual Financial Services 1986 - 1987
Education
United States Military Academy at West Point 1968 — 1972
B.S., Engineering
Miramonte High School 1965 — 1968
Allstate Benefits March 2012 - January 2014
Allstate Insurance Company May 2011 - March 2012
U.S. Wealth Management December 2009 - May 2011
TD Bank January 2008 - July 2009
Nationwide Financial 1998 - 2005
Aetna Life Insurance and Annuity Company 1996 - 1998
CIGNA Individual Financial Services 1986 - 1987
Education
United States Military Academy at West Point 1968 — 1972
B.S., Engineering
Miramonte High School 1965 — 1968
Edward Samp's U.S. Wealth Management Experience July 2014 - Present
Job Investment Operations Associate at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management July 2014 - Present
Thunderstorm Capital July 2013 - December 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
State Street Global Advisors July 2011 - January 2012
Harpswell Associates, Inc. June 2006 - June 2011
Skills
Investments, Competitive Analysis, Financial Services, Teamwork, Microsoft Office, Bloomberg, Ned Davis Research, Zephyr Style Advisor, Due Diligence, Quarterly Reporting, Compliance, Fund Accounting, Portfolio Performance..., Written & Oral..., Computer Troubleshooting, Morningstar
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics, GPA: 3.624
Wayland High School
U.S. Wealth Management July 2014 - Present
Thunderstorm Capital July 2013 - December 2013
John Hancock Life Insurance Company (U.S.A.) July 2012 - December 2012
State Street Global Advisors July 2011 - January 2012
Harpswell Associates, Inc. June 2006 - June 2011
Skills
Investments, Competitive Analysis, Financial Services, Teamwork, Microsoft Office, Bloomberg, Ned Davis Research, Zephyr Style Advisor, Due Diligence, Quarterly Reporting, Compliance, Fund Accounting, Portfolio Performance..., Written & Oral..., Computer Troubleshooting, Morningstar
Education
Northeastern University 2009 — 2014
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics, GPA: 3.624
Wayland High School
Thomas Fletcher's U.S. Wealth Management Experience January 2013 - Present
Job Client Manager at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management January 2013 - Present
Macquarie Group 2011 - 2012
Piper Jaffray May 2009 - March 2011
Fidelity Investments June 1986 - March 2009
Skills
Holistic Financial..., Equity Trading, Wealth Management, Capital Markets, Investments, Equities, Trading, Finance, Mutual Funds, Series 7, Series 63, Series 66, Electronic Trading, Securities
Education
Gordon College 1981 — 1985
Bachelor's degree, History
U.S. Wealth Management January 2013 - Present
Macquarie Group 2011 - 2012
Piper Jaffray May 2009 - March 2011
Fidelity Investments June 1986 - March 2009
Skills
Holistic Financial..., Equity Trading, Wealth Management, Capital Markets, Investments, Equities, Trading, Finance, Mutual Funds, Series 7, Series 63, Series 66, Electronic Trading, Securities
Education
Gordon College 1981 — 1985
Bachelor's degree, History
Matthew Schulman's U.S. Wealth Management Experience June 2014 - Present
Job Director of Business Development at U.S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management June 2014 - Present
Weston Capital Partners January 2012 - May 2014
Adviser Investments January 2009 - January 2012
Weston Public Schools 2008 - 2009
Citizens bank January 2007 - June 2008
UBS Wealth Management April 2001 - January 2007
Paine Webber January 1999 - April 2001
Prudential Securities 1997 - 1999
Prudential Securities 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Training, Coaching, Retirement Planning, Asset Management, Strategic Financial..., Mutual Funds, Sales, Asset Managment, Asset Allocation, Management, New Business Development, Business Strategy, Strategic Planning, Networking, Cross Selling, Account Management, Investment Advisory, Financial Analysis, Financial Services
Education
Brandeis University 1984 — 1987
BA, Economics
Lexington High School 1981 — 1983
U.S. Wealth Management June 2014 - Present
Weston Capital Partners January 2012 - May 2014
Adviser Investments January 2009 - January 2012
Weston Public Schools 2008 - 2009
Citizens bank January 2007 - June 2008
UBS Wealth Management April 2001 - January 2007
Paine Webber January 1999 - April 2001
Prudential Securities 1997 - 1999
Prudential Securities 1995 - 1997
Prudential Securities 1993 - 1995
Skills
Investments, Portfolio Management, Wealth Management, Series 7, Training, Coaching, Retirement Planning, Asset Management, Strategic Financial..., Mutual Funds, Sales, Asset Managment, Asset Allocation, Management, New Business Development, Business Strategy, Strategic Planning, Networking, Cross Selling, Account Management, Investment Advisory, Financial Analysis, Financial Services
Education
Brandeis University 1984 — 1987
BA, Economics
Lexington High School 1981 — 1983
Hannah Hayes Hannah Hayes's U.S. Wealth Management Experience June 2015 - Present
Job Marketing Coordinator at U.S. Wealth Management
Industry Market Research
Experience
U.S. Wealth Management June 2015 - Present
NBCUniversal, Inc. January 2015 - May 2015
InfoTrends June 2011 - January 2015
Sigma Sigma Sigma National Sorority January 2014 - December 2014
Marist College September 2012 - December 2014
Skills
English & Spanish..., Microsoft Office, Social Media, Spanish, Facebook, Market Research, PowerPoint, Microsoft Excel, Social Networking, Social Media Marketing, Microsoft Word, Public Speaking, Analysis, Research, Event Planning, Time Management, Teamwork
Education
Marist College 2011 — 2015
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), International Business, Spanish, Sophomore
Universidad de Sevilla
Spanish Language and Literature
U.S. Wealth Management June 2015 - Present
NBCUniversal, Inc. January 2015 - May 2015
InfoTrends June 2011 - January 2015
Sigma Sigma Sigma National Sorority January 2014 - December 2014
Marist College September 2012 - December 2014
Skills
English & Spanish..., Microsoft Office, Social Media, Spanish, Facebook, Market Research, PowerPoint, Microsoft Excel, Social Networking, Social Media Marketing, Microsoft Word, Public Speaking, Analysis, Research, Event Planning, Time Management, Teamwork
Education
Marist College 2011 — 2015
Bachelor of Science (B.S.) and Bachelor of Arts (B.A), International Business, Spanish, Sophomore
Universidad de Sevilla
Spanish Language and Literature
Brian Gaffney's U.S. Wealth Management Experience March 2012 - Present
Job Wealth Advisor, Accredited Asset Management Specialist
Industry Financial Services
Experience
U.S. Wealth Management March 2012 - Present
Merrill Lynch September 2007 - March 2012
A.G. Edwards & Sons, Inc June 2005 - August 2007
Grantham Mayo Van Otterloo 1997 - 2004
Skills
401k, Investment Strategies, Series 65, Bonds, IRAs, Investment Advisory, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management..., Roth IRA, Separately Managed..., Retirement Plan..., ETFs, Variable Annuities, wealth manager, Series 6, Series 7, Series 63, Series 66, AAMS
Education
Massachusetts College of Liberal Arts 1989 — 1993
Business, Management
U.S. Wealth Management March 2012 - Present
Merrill Lynch September 2007 - March 2012
A.G. Edwards & Sons, Inc June 2005 - August 2007
Grantham Mayo Van Otterloo 1997 - 2004
Skills
401k, Investment Strategies, Series 65, Bonds, IRAs, Investment Advisory, Financial Analysis, Financial Advisory, Life Insurance, Wealth Management..., Roth IRA, Separately Managed..., Retirement Plan..., ETFs, Variable Annuities, wealth manager, Series 6, Series 7, Series 63, Series 66, AAMS
Education
Massachusetts College of Liberal Arts 1989 — 1993
Business, Management
Jay Yaworsky Jay Yaworsky's U.S. Wealth Management Experience May 2011 - August 2011
Job Financial Analyst at Radius | Global Growth Experts
Industry Computer Software
Experience
Radius Global Growth Experts March 2015 - Present
Corindus Vascular Robotics November 2014 - March 2015
Philips August 2012 - January 2014
Elon University-Martha and Spencer Love School of Business September 2010 - May 2012
Bay State Milling Company May 2011 - August 2011
U.S. Wealth Management May 2011 - August 2011
BAY STATE MILLING CO June 2010 - August 2010
SELF-EMPLOYED September 2009 - May 2010
Bay State Milling Company June 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Finance, Financial Reporting, Mathematics, Time Management, JavaScript, Econometrics, Management, Accounting, SAP, Excel, Word, Access, Data Analysis, Resourceful..., Budgets, Microsoft Word, Microsoft Office
Education
Elon University 2008 — 2012
Bachelor of Arts, Applied Mathematics
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration; Bachelor of Arts in Mathematics, Finance; Applied Mathematics
Elon Centre in Florence 2011 — 2011
Italian Culture
Hanover High School
Hanover High School
Radius Global Growth Experts March 2015 - Present
Corindus Vascular Robotics November 2014 - March 2015
Philips August 2012 - January 2014
Elon University-Martha and Spencer Love School of Business September 2010 - May 2012
Bay State Milling Company May 2011 - August 2011
U.S. Wealth Management May 2011 - August 2011
BAY STATE MILLING CO June 2010 - August 2010
SELF-EMPLOYED September 2009 - May 2010
Bay State Milling Company June 2008 - December 2008
Skills
Microsoft Excel, PowerPoint, Finance, Financial Reporting, Mathematics, Time Management, JavaScript, Econometrics, Management, Accounting, SAP, Excel, Word, Access, Data Analysis, Resourceful..., Budgets, Microsoft Word, Microsoft Office
Education
Elon University 2008 — 2012
Bachelor of Arts, Applied Mathematics
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Science in Business Administration; Bachelor of Arts in Mathematics, Finance; Applied Mathematics
Elon Centre in Florence 2011 — 2011
Italian Culture
Hanover High School
Hanover High School
John P. Napolitano CFP®, CPA, PFS, MST, RLP®'s U.S. Wealth Management Experience 1997 - Present
Job CEO, U. S. Wealth Management
Industry Financial Services
Experience
U.S. Wealth Management 1997 - Present
U.S. Wealth Management February 1992 - Present
Financial Planning Association 1999 - December 2013
AICPA - Eldercare Committee 2007 - January 2011
FPA MA 2003 - 2010
Moneyworks January 1990 - June 2000
Napolitano and Company, CPAs November 1982 - February 1992
Alexander Grant and Company August 1978 - June 1981
Skills
Wealth Management, Estate Tax Planning, Investment Advice, Retirement Planning, Financial Advisory, Small Business, Business Planning, High Net Worth..., Coaching, Estate Planning, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
MST, Taxation
Bentley University 1974 — 1978
BS, Accounting
U.S. Wealth Management 1997 - Present
U.S. Wealth Management February 1992 - Present
Financial Planning Association 1999 - December 2013
AICPA - Eldercare Committee 2007 - January 2011
FPA MA 2003 - 2010
Moneyworks January 1990 - June 2000
Napolitano and Company, CPAs November 1982 - February 1992
Alexander Grant and Company August 1978 - June 1981
Skills
Wealth Management, Estate Tax Planning, Investment Advice, Retirement Planning, Financial Advisory, Small Business, Business Planning, High Net Worth..., Coaching, Estate Planning, Strategic Financial...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1986
MST, Taxation
Bentley University 1974 — 1978
BS, Accounting
Meryl Levenson's U.S. Wealth Management Experience March 2004 - November 2005
Job Collateral Material Design & Consulting
Industry Marketing and Advertising
Experience
Temple Chayai Shalom November 2007 - Present
Meryl's Kitchen September 2000 - Present
Ink Matters April 1999 - Present
Physical Therapy & Sports Rehab, Inc. June 2006 - November 2006
U.S. Wealth Management March 2004 - November 2005
All States 1031 Exchange Facilitators February 2005 - May 2005
Longbow Consulting Group 2000 - 2002
Education
Boston University 1970 — 1972
BS, Education
Elmira College 1968 — 1970
Temple Chayai Shalom November 2007 - Present
Meryl's Kitchen September 2000 - Present
Ink Matters April 1999 - Present
Physical Therapy & Sports Rehab, Inc. June 2006 - November 2006
U.S. Wealth Management March 2004 - November 2005
All States 1031 Exchange Facilitators February 2005 - May 2005
Longbow Consulting Group 2000 - 2002
Education
Boston University 1970 — 1972
BS, Education
Elmira College 1968 — 1970
Christopher Mortara's U.S. Wealth Management Experience September 2006 - January 2011
Job Chief Compliance Officer at Cantella
Industry Financial Services
Experience
Cantella June 2012 - Present
South Plymouth Youth Baseball 2006 - December 2013
Cantella January 2011 - June 2012
U.S. Wealth Management September 2006 - January 2011
MetLife Financial Services 2006 - 2007
U.S. Financial Advisors, LLC January 2001 - June 2006
Scudder Investments February 1997 - January 2001
Skills
Financial Advisory, Series 24, Series 7, FINRA, Mutual Funds, Investment Advisory, Securities, Series 63, Wealth Management, Financial Services, Asset Managment, Compliance, Separately Managed..., Broker-Dealer, Building Strong..., Trading, Asset Management, Investments, Finance, Uniform Combined State..., Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Series 6, Investment Management, AML, Fixed Annuities, Equities, Retirement
Education
Western Connecticut State University 1995 — 1996
Bachelor of Arts (BA), Business Management
Sacred Heart University 1994 — 1995
Business
Northeastern University 1991 — 1993
Business
Bethel High School 1987 — 1991
Cantella June 2012 - Present
South Plymouth Youth Baseball 2006 - December 2013
Cantella January 2011 - June 2012
U.S. Wealth Management September 2006 - January 2011
MetLife Financial Services 2006 - 2007
U.S. Financial Advisors, LLC January 2001 - June 2006
Scudder Investments February 1997 - January 2001
Skills
Financial Advisory, Series 24, Series 7, FINRA, Mutual Funds, Investment Advisory, Securities, Series 63, Wealth Management, Financial Services, Asset Managment, Compliance, Separately Managed..., Broker-Dealer, Building Strong..., Trading, Asset Management, Investments, Finance, Uniform Combined State..., Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Series 6, Investment Management, AML, Fixed Annuities, Equities, Retirement
Education
Western Connecticut State University 1995 — 1996
Bachelor of Arts (BA), Business Management
Sacred Heart University 1994 — 1995
Business
Northeastern University 1991 — 1993
Business
Bethel High School 1987 — 1991
Christopher Shea, CFA's U.S. Wealth Management Experience January 2012 - August 2014
Job CoFounder & Partner | Communication Strategy | Business Development at CataMetrics Management, LLC
Industry Financial Services
Experience
CataMetrics Management, LLC August 2014 - Present
U.S. Wealth Management January 2012 - August 2014
Goldman Sachs Asset Management October 2007 - December 2011
US Wealth Management April 2000 - October 2007
Brown Brothers Harriman & Co 1998 - 1999
Skills
Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Management, ETFs, Dynamic Asset Allocation, Asset Allocation, Marketing Communications
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
早稲田大学 / Waseda University 1994 — 1994
CataMetrics Management, LLC August 2014 - Present
U.S. Wealth Management January 2012 - August 2014
Goldman Sachs Asset Management October 2007 - December 2011
US Wealth Management April 2000 - October 2007
Brown Brothers Harriman & Co 1998 - 1999
Skills
Investment Strategies, Investment Advisory, Wealth Management, Mutual Funds, Asset Management, ETFs, Dynamic Asset Allocation, Asset Allocation, Marketing Communications
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Economics
早稲田大学 / Waseda University 1994 — 1994
Harry Cavallaris's U.S. Wealth Management Experience 2006 - 2007
Job Senior Sales Account Manager at Epicor Software
Industry Market Research
Experience
Epicor Software July 2015 - Present
Euromonitor International May 2007 - June 2015
U.S. Wealth Management 2006 - 2007
CCH 2001 - 2006
Skills
Competitive Analysis, Consumer Goods, Competitive Intelligence, Customer Insight, Market Research, Product Development, Segmentation, Business Intelligence, Marketing Research, Consumer Behaviour, Market Analysis, Account Management, Consulting, Strategic Consulting, Business Development, Sales Logix, Market Intelligence, Analytics, Consumer Insight, Strategy, Brand Equity, International Business, FMCG, Marketing Strategy, Business Strategy, New Business Development
Education
Indiana University Bloomington 1985 — 1988
BS Management, Finance Management
Indiana University-Northwest 1987 — 1988
William A Wirt
Epicor Software July 2015 - Present
Euromonitor International May 2007 - June 2015
U.S. Wealth Management 2006 - 2007
CCH 2001 - 2006
Skills
Competitive Analysis, Consumer Goods, Competitive Intelligence, Customer Insight, Market Research, Product Development, Segmentation, Business Intelligence, Marketing Research, Consumer Behaviour, Market Analysis, Account Management, Consulting, Strategic Consulting, Business Development, Sales Logix, Market Intelligence, Analytics, Consumer Insight, Strategy, Brand Equity, International Business, FMCG, Marketing Strategy, Business Strategy, New Business Development
Education
Indiana University Bloomington 1985 — 1988
BS Management, Finance Management
Indiana University-Northwest 1987 — 1988
William A Wirt
Lauren Stakutis's U.S. Wealth Management Experience December 2012 - November 2014
Job Owner/Consultant at Strategic Adrenaline!
Industry Marketing and Advertising
Experience
U.S. Wealth Management December 2012 - November 2014
Commonwealth Financial Network May 2011 - November 2011
John Hancock Financial Network January 2008 - May 2011
John Hancock Financial Network June 2006 - January 2008
The Bulfinch Group (a Guardian Life Insurance Agency) June 2002 - June 2006
Skills
Financial Services, Marketing Strategy, Marketing Communications, Life Insurance, Direct Marketing, Strategic Financial..., Marketing, New Business Development, Business Planning, Small Business, Business Development, Marketing Management, Email Marketing, Strategic Consulting, Referrals, Prospecting for New..., Target Marketing, Niche Marketing, Strategy, Business Strategy, Digital Marketing, Online Marketing, Lead Generation, Competitive Analysis, Social Media, Market Planning, Leadership, Market Research, Salesforce.com, Marketing Research, Public Relations, Account Management, Integrated Marketing, Strategic Planning, Social Media Marketing, Strategic Partnerships, CRM, Brand Management, Online Advertising, B2B Marketing, Analytics, Advertising, Brand Development, Recruiting, Newsletters, Team Management, Internal Communications, Sales, Customer Retention, Management
Education
Merrimack College 1993 — 1997
Bachelor or Science in Business Administration, Marketing
U.S. Wealth Management December 2012 - November 2014
Commonwealth Financial Network May 2011 - November 2011
John Hancock Financial Network January 2008 - May 2011
John Hancock Financial Network June 2006 - January 2008
The Bulfinch Group (a Guardian Life Insurance Agency) June 2002 - June 2006
Skills
Financial Services, Marketing Strategy, Marketing Communications, Life Insurance, Direct Marketing, Strategic Financial..., Marketing, New Business Development, Business Planning, Small Business, Business Development, Marketing Management, Email Marketing, Strategic Consulting, Referrals, Prospecting for New..., Target Marketing, Niche Marketing, Strategy, Business Strategy, Digital Marketing, Online Marketing, Lead Generation, Competitive Analysis, Social Media, Market Planning, Leadership, Market Research, Salesforce.com, Marketing Research, Public Relations, Account Management, Integrated Marketing, Strategic Planning, Social Media Marketing, Strategic Partnerships, CRM, Brand Management, Online Advertising, B2B Marketing, Analytics, Advertising, Brand Development, Recruiting, Newsletters, Team Management, Internal Communications, Sales, Customer Retention, Management
Education
Merrimack College 1993 — 1997
Bachelor or Science in Business Administration, Marketing
Klair Conant's U.S. Wealth Management Experience April 2001 - November 2004
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Merrill Lynch April 2014 - Present
SagePoint Financial April 2011 - April 2014
Freeman Financial July 2010 - April 2014
Shorepoint Capital Partners November 2009 - April 2010
SagePoint Financial OSJ Office July 2001 - January 2010
Patrick J Barrett CPA November 2004 - November 2009
U.S. Wealth Management April 2001 - November 2004
HBControls May 1995 - April 2001
Skills
Series 7, Investments, Series 6, Series 66, Microsoft Office, Pershing NetX360, Junxure CRM, Act CRM, DST Vision, Cabinet NG / Safe, Laser App, Laserfiche, Microsoft Visio, SharePoint, Intuit Quicken, Financial Advisory
Education
Bridgewater State College 1999 — 2001
Old Colony Regional Vocational Technical High School 1987 — 1991
Degree, Data Processing; accounting and finance
Annie Roman's U.S. Wealth Management Experience July 2005 - May 2006
Job Knowledgeable Insurance professional
Industry Insurance
Experience
The CIP Group July 2015 - Present
DMI Marketing August 2006 - May 2015
U.S. Wealth Management July 2005 - May 2006
John Hancock Life Insurance Company (U.S.A.) 1985 - 2004
Skills
Fixed Annuities, Retirement, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Universal Life, IRAs, Financial Services
Education
Quincy College
Associate's degree, Business Administration and Management, General
Suffolk University
Business
The CIP Group July 2015 - Present
DMI Marketing August 2006 - May 2015
U.S. Wealth Management July 2005 - May 2006
John Hancock Life Insurance Company (U.S.A.) 1985 - 2004
Skills
Fixed Annuities, Retirement, Retirement Planning, Estate Planning, Disability Insurance, Life Insurance, Insurance, Long-term Care, Term Life Insurance, Universal Life, IRAs, Financial Services
Education
Quincy College
Associate's degree, Business Administration and Management, General
Suffolk University
Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY