Webster Investment Services
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Webster Investment Services Employees
Employee
Years
Job
Industry
Thomas Bojanowski Thomas Bojanowski's Webster Investment Services Experience 2006 - 2008
Job Compliance Manager at Allstate Investments
Industry Investment Management
Experience
Allstate Investments June 2012 - Present
Genworth Financial September 2009 - June 2012
Liberty Bank September 2008 - September 2009
Webster Bank February 2003 - August 2008
Webster Investment Services 2006 - 2008
Webster Bank July 2001 - February 2003
Skills
FINRA, Series 7, Series 24, Mutual Funds, Risk Management, Financial Risk, Banking, Wealth Management, Securities, Series 27, Series 66, SEC, ETFs, Uniform Combined State...
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Central Connecticut State University 1998 — 2002
Bachelor, Finance
Allstate Investments June 2012 - Present
Genworth Financial September 2009 - June 2012
Liberty Bank September 2008 - September 2009
Webster Bank February 2003 - August 2008
Webster Investment Services 2006 - 2008
Webster Bank July 2001 - February 2003
Skills
FINRA, Series 7, Series 24, Mutual Funds, Risk Management, Financial Risk, Banking, Wealth Management, Securities, Series 27, Series 66, SEC, ETFs, Uniform Combined State...
Education
The University of Connecticut School of Business 2006 — 2009
MBA, Finance
Central Connecticut State University 1998 — 2002
Bachelor, Finance
Kyle McNee Kyle McNee's Webster Investment Services Experience May 2011 - August 2011
Job Senior Consultant at Information Services Group
Industry Management Consulting
Experience
Information Services Group April 2015 - Present
Information Services Group April 2014 - April 2015
Information Services Group June 2012 - March 2014
1916 Partners July 2011 - August 2011
Webster Investment Services May 2011 - August 2011
Skills
Data Analysis, Economics, Financial Analysis, Market Research, Financial Modeling, Benchmarking, Microsoft Excel, Research, Analysis, Strategic Consulting, Due Diligence, Microsoft Office, PowerPoint, Social Media, Analytics, Market Analysis, Business Analysis, Finance
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics, Graduate
Information Services Group April 2015 - Present
Information Services Group April 2014 - April 2015
Information Services Group June 2012 - March 2014
1916 Partners July 2011 - August 2011
Webster Investment Services May 2011 - August 2011
Skills
Data Analysis, Economics, Financial Analysis, Market Research, Financial Modeling, Benchmarking, Microsoft Excel, Research, Analysis, Strategic Consulting, Due Diligence, Microsoft Office, PowerPoint, Social Media, Analytics, Market Analysis, Business Analysis, Finance
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Economics, Graduate
Janet Cappelletti Janet Cappelletti's Webster Investment Services Experience July 1999 - October 2008
Job Open to new adventures
Industry Research
Experience
Time Will Tell July 2015 - Present
BISRA May 2009 - June 2015
Webster Investment Services July 1999 - October 2008
Webster Bank November 1993 - July 1999
Skills
Data Analysis, Investments, Financial Services, Banking, Finance, Microsoft SQL Server, Research, Process Improvement, Back Office, Visual Basic, ASP, Copy Editing, Financial Planning, Mutual Funds, Sales, Insurance, Series 7, Financial Analysis, Management, Series 63, Relationship Management, Risk Management, Wealth Management, Retirement Planning, SDLC
Education
Hood College 1988 — 1992
BFA, Arts and languages
Saint Margaret's McTernan (Chase Collegiate) 1984 — 1988
Time Will Tell July 2015 - Present
BISRA May 2009 - June 2015
Webster Investment Services July 1999 - October 2008
Webster Bank November 1993 - July 1999
Skills
Data Analysis, Investments, Financial Services, Banking, Finance, Microsoft SQL Server, Research, Process Improvement, Back Office, Visual Basic, ASP, Copy Editing, Financial Planning, Mutual Funds, Sales, Insurance, Series 7, Financial Analysis, Management, Series 63, Relationship Management, Risk Management, Wealth Management, Retirement Planning, SDLC
Education
Hood College 1988 — 1992
BFA, Arts and languages
Saint Margaret's McTernan (Chase Collegiate) 1984 — 1988
Samantha Martino's Webster Investment Services Experience May 2011 - April 2012
Job Certified Legal Intern at Office of the Attorney General
Industry Law Practice
Experience
Office of the Attorney General September 2015 - Present
The Children's Law Center of Connecticut May 2015 - Present
Quinnipiac University School of Law August 2014 - Present
Post University December 2012 - Present
Creative Financial Staffing (CFS) April 2014 - August 2014
Aerie by American Eagle May 2012 - February 2014
Webster Investment Services May 2011 - April 2012
Skills
Recruiting, Interview Coaching, Financial Accounting, Business Development, Sales Management, Sales, Customer Service, Forecasting, Team Leadership, Admissions, Higher Education..., Job Coaching, Training, Human Resources, Interviews, Management
Education
Quinnipiac University School of Law 2014 — 2017
University of Connecticut 2009 — 2012
Bachelor's degree, English Literature
Office of the Attorney General September 2015 - Present
The Children's Law Center of Connecticut May 2015 - Present
Quinnipiac University School of Law August 2014 - Present
Post University December 2012 - Present
Creative Financial Staffing (CFS) April 2014 - August 2014
Aerie by American Eagle May 2012 - February 2014
Webster Investment Services May 2011 - April 2012
Skills
Recruiting, Interview Coaching, Financial Accounting, Business Development, Sales Management, Sales, Customer Service, Forecasting, Team Leadership, Admissions, Higher Education..., Job Coaching, Training, Human Resources, Interviews, Management
Education
Quinnipiac University School of Law 2014 — 2017
University of Connecticut 2009 — 2012
Bachelor's degree, English Literature
Debra Burns's Webster Investment Services Experience August 2014 - Present
Job Financial Associate, Webster Investment Services
Industry Financial Services
Experience
Webster Investment Services August 2014 - Present
Gianno and Freda Financial Center March 2010 - July 2014
Prospect Mortgage, LLC June 2011 - October 2012
Sovereign Bank August 2006 - June 2011
Orion Mortgage Company September 2005 - August 2006
Heritgage Mortgage September 2003 - September 2005
LaTanzi, Spaulding & Landreth July 1998 - September 2003
Atlas Auctioneer Company March 1993 - September 1996
Edward Hintlian, P.C. 1989 - 1994
Skills
Loan Origination, Financial Planning, Small Business, Real Estate, Mortgage Lending, Investment Properties, Investments, Loans, Banking, FHA, Foreclosures, Retirement Planning, Strategic Financial..., Real Estate Financing, Finance, Reverse Mortgages, Investors
Education
Lesley University 2000 — 2002
Human Development/Elementary Education
Webster Investment Services August 2014 - Present
Gianno and Freda Financial Center March 2010 - July 2014
Prospect Mortgage, LLC June 2011 - October 2012
Sovereign Bank August 2006 - June 2011
Orion Mortgage Company September 2005 - August 2006
Heritgage Mortgage September 2003 - September 2005
LaTanzi, Spaulding & Landreth July 1998 - September 2003
Atlas Auctioneer Company March 1993 - September 1996
Edward Hintlian, P.C. 1989 - 1994
Skills
Loan Origination, Financial Planning, Small Business, Real Estate, Mortgage Lending, Investment Properties, Investments, Loans, Banking, FHA, Foreclosures, Retirement Planning, Strategic Financial..., Real Estate Financing, Finance, Reverse Mortgages, Investors
Education
Lesley University 2000 — 2002
Human Development/Elementary Education
Jessica Leone's Webster Investment Services Experience May 2006 - August 2006
Job Project Coordinator at Gibraltar Ventures, Prudential Venture Capital and Innovation Lab
Industry Financial Services
Experience
Prudential Retirement June 2015 - Present
Prudential Retirement August 2013 - June 2015
Riverfront Recapture, Inc May 2008 - August 2013
Greater Hartford Convention & Visitors Bureau January 2008 - May 2008
Greater Hartford Convention & Visitors Bureau May 2007 - August 2007
Webster Investment Services May 2006 - August 2006
Skills
Event Planning, Event Management, Budget Management, Site Selection, Site Planning, Special Events, Creative Sourcing, Talent Booking, Staff Management, Vendor Management, Internal Reporting, Budgets, Customer Service, Contract Negotiation, Registration Services
Education
The University of Connecticut 2004 — 2008
B.A., Communication Sciences
Prudential Retirement June 2015 - Present
Prudential Retirement August 2013 - June 2015
Riverfront Recapture, Inc May 2008 - August 2013
Greater Hartford Convention & Visitors Bureau January 2008 - May 2008
Greater Hartford Convention & Visitors Bureau May 2007 - August 2007
Webster Investment Services May 2006 - August 2006
Skills
Event Planning, Event Management, Budget Management, Site Selection, Site Planning, Special Events, Creative Sourcing, Talent Booking, Staff Management, Vendor Management, Internal Reporting, Budgets, Customer Service, Contract Negotiation, Registration Services
Education
The University of Connecticut 2004 — 2008
B.A., Communication Sciences
Dwight A. Wildman Dwight A. Wildman's Webster Investment Services Experience July 2009 - May 2015
Job Vice President Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, NA August 2015 - Present
Webster Investment Services July 2009 - May 2015
Barnum Financial Group March 2008 - June 2009
Olympia Asset Management, Ltd. December 2006 - September 2007
Coca-Cola Enterprises June 2005 - December 2006
Education
Eastern Connecticut State University 2000 — 2005
Bachelor, Psychology
JPMorgan Chase Bank, NA August 2015 - Present
Webster Investment Services July 2009 - May 2015
Barnum Financial Group March 2008 - June 2009
Olympia Asset Management, Ltd. December 2006 - September 2007
Coca-Cola Enterprises June 2005 - December 2006
Education
Eastern Connecticut State University 2000 — 2005
Bachelor, Psychology
Jason Fernandes Jason Fernandes's Webster Investment Services Experience May 2008 - August 2008
Job Investment Operations Associate at New York Life Investment Management LLC
Industry Investment Management
Experience
New York Life Investment Management LLC June 2013 - Present
J.P. Morgan July 2011 - June 2013
Prudential Financial September 2010 - February 2011
Deutsche Bank March 2009 - March 2010
Webster Investment Services May 2008 - August 2008
Skills
bank loans, bank debt, Advent Geneva, Wall Street Office, Sunguard InvestOne..., Hedge Fund..., Position Reconciliations, Cash Reconciliations, Project Management, Clearpar, Trade Capture, Trade Settlement, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Hedge Fund Operations, Hedge Funds, Trading, Portfolio Management, Loans, Settlement, Securities, Bonds, Investments, Analysis, Bloomberg, Commodity, Fixed Income, Fund Administration, Account Reconciliation, PowerPoint, Derivatives, Bloomberg Terminal, Investment Banking, FX Options, Wall Street, Axys
Education
University of Cambridge International Examinations 2009 — 2010
Certificate, Managing Teams and Information
The University of Connecticut 2004 — 2008
BS, Finance Major, Economics Minor, 3.7 Cumulative GPA; 3.9 Major GPA
New York Life Investment Management LLC June 2013 - Present
J.P. Morgan July 2011 - June 2013
Prudential Financial September 2010 - February 2011
Deutsche Bank March 2009 - March 2010
Webster Investment Services May 2008 - August 2008
Skills
bank loans, bank debt, Advent Geneva, Wall Street Office, Sunguard InvestOne..., Hedge Fund..., Position Reconciliations, Cash Reconciliations, Project Management, Clearpar, Trade Capture, Trade Settlement, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Hedge Fund Operations, Hedge Funds, Trading, Portfolio Management, Loans, Settlement, Securities, Bonds, Investments, Analysis, Bloomberg, Commodity, Fixed Income, Fund Administration, Account Reconciliation, PowerPoint, Derivatives, Bloomberg Terminal, Investment Banking, FX Options, Wall Street, Axys
Education
University of Cambridge International Examinations 2009 — 2010
Certificate, Managing Teams and Information
The University of Connecticut 2004 — 2008
BS, Finance Major, Economics Minor, 3.7 Cumulative GPA; 3.9 Major GPA
Beth Noll Beth Noll's Webster Investment Services Experience July 2012 - April 2013
Job Quality Assurance Manager
Industry Aviation & Aerospace
Experience
Magellan Aerospace, Bethel May 2014 - Present
Magellan Aerospace, Bethel April 2013 - May 2014
Webster Investment Services July 2012 - April 2013
Pratt & Whitney 2004 - 2012
McKenney Mechanical Contractors August 2002 - April 2004
Skills
Six Sigma, ACE, Quality System, Microsoft Excel, Microsoft Word, Access, Data Analysis, Databases, SAP, Database Design, Work Ethic, Jet Engines, Data Mining, Database Administration, Project Planning, Project Management
Education
Cazenovia College
Bachelors of Science, Applied Arts & Sciences
The National Graduate School of Quality Management (NGS)
Masters of Science, Quality Systems Management
Magellan Aerospace, Bethel May 2014 - Present
Magellan Aerospace, Bethel April 2013 - May 2014
Webster Investment Services July 2012 - April 2013
Pratt & Whitney 2004 - 2012
McKenney Mechanical Contractors August 2002 - April 2004
Skills
Six Sigma, ACE, Quality System, Microsoft Excel, Microsoft Word, Access, Data Analysis, Databases, SAP, Database Design, Work Ethic, Jet Engines, Data Mining, Database Administration, Project Planning, Project Management
Education
Cazenovia College
Bachelors of Science, Applied Arts & Sciences
The National Graduate School of Quality Management (NGS)
Masters of Science, Quality Systems Management
Omar S. Ali Omar S. Ali's Webster Investment Services Experience August 2004 - March 2010
Job Investment Advisor Representative at AspenCross Financial Group
Industry Financial Services
Experience
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
AspenCross Financial Group July 2010 - Present
Webster Investment Services August 2004 - March 2010
Quick & Reilly December 2001 - August 2004
Metlife December 1996 - December 2001
Bridgestone May 1991 - November 1996
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Investments
Education
Central Connecticut State University 1986 — 1991
Bachelor of Science (B.S.), Corporate Finance
Morehouse College 1984 — 1986
Tom Howe's Webster Investment Services Experience 1998 - Present
Job President at Webster Investment Services
Industry Financial Services
Experience
Webster Investment Services 1998 - Present
Webster Bank 1998 - Present
Bank Insurance Securities Association 2002 - Present
Citizens Financial Group 1996 - 1997
Fleet Investment Advisors 1972 - 1996
Bank of America 1972 - 1996
Skills
Banking, Small Business Lending, Wealth Management, Portfolio Management, Commercial Lending, Credit, Series 7, Investments, Commercial Banking, Loans, Consumer Lending, Mortgage Lending, Risk Management, Credit Analysis, FINRA, Retail Banking, Mutual Funds, Securities, Asset Managment, Credit Risk
Education
University of Rhode Island 1974 — 1979
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1967 — 1972
Bachelor of Arts (B.A.), English
Webster Investment Services 1998 - Present
Webster Bank 1998 - Present
Bank Insurance Securities Association 2002 - Present
Citizens Financial Group 1996 - 1997
Fleet Investment Advisors 1972 - 1996
Bank of America 1972 - 1996
Skills
Banking, Small Business Lending, Wealth Management, Portfolio Management, Commercial Lending, Credit, Series 7, Investments, Commercial Banking, Loans, Consumer Lending, Mortgage Lending, Risk Management, Credit Analysis, FINRA, Retail Banking, Mutual Funds, Securities, Asset Managment, Credit Risk
Education
University of Rhode Island 1974 — 1979
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1967 — 1972
Bachelor of Arts (B.A.), English
Vinita Daswani's Webster Investment Services Experience June 2009 - April 2010
Job Financial Associate at Webster Investments
Industry Financial Services
Experience
LPL Finanical January 2014 - Present
Webster Investments June 2008 - Present
LPL Financial April 2010 - February 2013
Webster Investment Services June 2009 - April 2010
Skills
Financial Modeling, Economics, Microsoft Word, Credit Analysis, Banking, Valuation, Bloomberg, Microsoft Excel, Finance, PowerPoint, Insurance, Portfolio Management, Mutual Funds
Education
The University of Connecticut School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and International Business
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Finance
LPL Finanical January 2014 - Present
Webster Investments June 2008 - Present
LPL Financial April 2010 - February 2013
Webster Investment Services June 2009 - April 2010
Skills
Financial Modeling, Economics, Microsoft Word, Credit Analysis, Banking, Valuation, Bloomberg, Microsoft Excel, Finance, PowerPoint, Insurance, Portfolio Management, Mutual Funds
Education
The University of Connecticut School of Business 2011 — 2014
Master of Business Administration (MBA), Finance and International Business
The University of Connecticut 2005 — 2009
Bachelor of Science, Business Administration; Finance
Howie Lawn's Webster Investment Services Experience May 2004 - July 2006
Job Senior Associate Advisory at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Federal Home Loan Bank of Boston January 2011 - July 2014
Ernst & Young January 2006 - February 2011
Ernst & Young April 2009 - August 2009
Webster Investment Services May 2004 - July 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, Sarbanes-Oxley Act, SEC, Derivatives, Accounts Payable, Accountants, SEC filings, Financial Analysis, Financial Modeling, Microsoft Excel, Payroll, Accounts Receivable
Education
The University of Connecticut School of Business 2006 — 2010
Master, Accounting
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Accounting
KPMG US July 2014 - Present
Federal Home Loan Bank of Boston January 2011 - July 2014
Ernst & Young January 2006 - February 2011
Ernst & Young April 2009 - August 2009
Webster Investment Services May 2004 - July 2006
Skills
Financial Reporting, Accounting, Auditing, Tax, Sarbanes-Oxley Act, SEC, Derivatives, Accounts Payable, Accountants, SEC filings, Financial Analysis, Financial Modeling, Microsoft Excel, Payroll, Accounts Receivable
Education
The University of Connecticut School of Business 2006 — 2010
Master, Accounting
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Accounting
Liam Shea's Webster Investment Services Experience December 2010 - August 2011
Job
Industry Financial Services
Experience
Graham Capital Management March 2012 - Present
JPMorgan Chase September 2011 - February 2012
Webster Investment Services December 2010 - August 2011
Chelsea Groton Bank May 2010 - August 2010
Education
Quinnipiac University
East Catholic High School 2004 — 2007
Graham Capital Management March 2012 - Present
JPMorgan Chase September 2011 - February 2012
Webster Investment Services December 2010 - August 2011
Chelsea Groton Bank May 2010 - August 2010
Education
Quinnipiac University
East Catholic High School 2004 — 2007
John W Nilson's Webster Investment Services Experience July 1999 - June 2014
Job Investment Consultant
Industry Financial Services
Experience
CFS Investments, A subsidary of New York Commuity Bank and affiliated with New York Commercial Bank March 2015 - Present
Webster Investment Services July 1999 - June 2014
Lawson Financial Corporation September 1993 - March 1999
Aetna Life & Casualty Company May 1990 - May 1993
Skills
Wealth Management, Investments, Securities, Fixed Income, Finance, Retirement Planning, Asset Allocation, Income Distribution
Education
Central Connecticut State University 1982 — 1987
Bachelor's Degree, Finance
CFS Investments, A subsidary of New York Commuity Bank and affiliated with New York Commercial Bank March 2015 - Present
Webster Investment Services July 1999 - June 2014
Lawson Financial Corporation September 1993 - March 1999
Aetna Life & Casualty Company May 1990 - May 1993
Skills
Wealth Management, Investments, Securities, Fixed Income, Finance, Retirement Planning, Asset Allocation, Income Distribution
Education
Central Connecticut State University 1982 — 1987
Bachelor's Degree, Finance