Weston Financial
Description
Located in: Wellesley Office ParkAddress: 100 William St, Wellesley, MA 02481 Phone: (781) 235-7055Place name: : Hours: : : : : Category: Website: : Website: https://www.washtrustwealth.com/Weston-Financial Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Weston Financial Group Inc Posting publicly on the Web Write a review Reviews Be the first to review
Weston Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Weston Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Weston Financial Salaries. You can even request information on how much does Weston Financial pay if you want to. Learn about salaries, pros and cons of working for Weston Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
21 Weston Financial employees in database. Find out everything there's to know about Weston Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Weston Financial Employees
Employee
Years
Job
Industry
Lee Shiro Lee Shiro's Weston Financial Experience 2002 - 2007
Job Sales Analyst at MarketOne International
Industry Staffing and Recruiting
Experience
MarketOne International April 2013 - Present
Nesco Resource 2012 - 2012
Quality Personnel Inc. 2010 - 2011
State Street 2007 - 2010
Weston Financial 2002 - 2007
Skills
Building Relationships, Liaison, Mentoring, Financial Analysis, Financial Reporting, Project Management, Negotiation, Management, Interviewing Skills, Marketing, Recruiting, Finance, Human Resources, Lead Generation, Interviews, CRM, Relationship Building, Customer Service, Business Development
Education
University of Massachusetts Dartmouth 2004 — 2007
Master of Business Administration (MBA), 2007
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's degree, Finance
Norwood High School 1994 — 1998
MarketOne International April 2013 - Present
Nesco Resource 2012 - 2012
Quality Personnel Inc. 2010 - 2011
State Street 2007 - 2010
Weston Financial 2002 - 2007
Skills
Building Relationships, Liaison, Mentoring, Financial Analysis, Financial Reporting, Project Management, Negotiation, Management, Interviewing Skills, Marketing, Recruiting, Finance, Human Resources, Lead Generation, Interviews, CRM, Relationship Building, Customer Service, Business Development
Education
University of Massachusetts Dartmouth 2004 — 2007
Master of Business Administration (MBA), 2007
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's degree, Finance
Norwood High School 1994 — 1998
Andrew Shepard, CFA Andrew Shepard, CFA's Weston Financial Experience October 2007 - July 2008
Job Director at RINET Company, LLC
Industry Investment Management
Experience
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
RINET Company, LLC November 2014 - Present
RINET Company, LLC December 2011 - October 2014
Federal Street Advisors July 2008 - December 2011
Weston Financial October 2007 - July 2008
Skills
Asset Allocation, Hedge Funds, Investments
Education
The George Washington University 2003 — 2007
BBA, Intl Business, Finance and Econ
University of Melbourne - Melbourne Business School
Lorraine Chong, CFA, CAIA Lorraine Chong, CFA, CAIA's Weston Financial Experience 2013 - 2014
Job Director of Research at Weston Financial
Industry Investment Management
Experience
Weston Financial 2013 - 2014
Peak Financial Management 2010 - 2012
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Skills
Asset Allocation, Portfolio Optimization, Mutual Funds, ETFs, Equity Research, Alternative Investments, Tactical Asset..., Technical Analysis, Team Management, Project Management, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Securities, Wealth Management
Education
The University of British Columbia
B.A.
Weston Financial 2013 - 2014
Peak Financial Management 2010 - 2012
Fidelity Investments 1998 - 2007
Fidelity Investments 1996 - 1998
Skills
Asset Allocation, Portfolio Optimization, Mutual Funds, ETFs, Equity Research, Alternative Investments, Tactical Asset..., Technical Analysis, Team Management, Project Management, Asset Management, Equities, Hedge Funds, Investment Management, Investment Strategies, Securities, Wealth Management
Education
The University of British Columbia
B.A.
Andre M. Fernandes, CFP® Andre M. Fernandes, CFP®'s Weston Financial Experience June 2000 - Present
Job Vice President & Senior Financial Counselor at Weston Financial
Industry Financial Services
Experience
Weston Financial June 2000 - Present
New Century Portfolios 2002 - Present
Skills
Investments, Personal Financial..., Separately Managed..., Wealth Management..., Investment Properties, Credit, Fixed Annuities, Management, Due Diligence, Fixed Income, Loans, Retirement Planning, Portfolio Management
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance
Weston Financial June 2000 - Present
New Century Portfolios 2002 - Present
Skills
Investments, Personal Financial..., Separately Managed..., Wealth Management..., Investment Properties, Credit, Fixed Annuities, Management, Due Diligence, Fixed Income, Loans, Retirement Planning, Portfolio Management
Education
Bentley University 1996 — 2000
Bachelor's degree, Finance
Siobhan Fitzgerald CFE's Weston Financial Experience January 2011 - March 2012
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
William J. Walsh, CFP® William J. Walsh, CFP®'s Weston Financial Experience July 2009 - December 2011
Job Senior Vice President / Division Head of Wealth Management at Eastern Bank
Industry Financial Services
Experience
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
Eastern Bank February 2012 - Present
Boston University January 1996 - Present
Weston Financial July 2009 - December 2011
Bank of America / US Trust/ Fleet Boston Financial January 2003 - June 2009
Fleet Private Clients Group September 2001 - January 2003
Security First Group / MetLife January 1998 - September 2001
Holden Financial / Security First Group November 1990 - January 1998
Shearson Lehman April 1989 - November 1990
Skills
Sales Management, Wealth Management, Financial Planning, Strategic Financial...
Education
Boston University 1994 — 1996
Diploma, Financial Planning
Salem State University 1980 — 1984
BSBA, Business Administration
Drew Bottaro Drew Bottaro's Weston Financial Experience October 2011 - Present
Job Senior Finance Counselor at Weston Financial; Adjunct Assistant Professor at Bentley University
Industry Financial Services
Experience
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
Weston Financial October 2011 - Present
Bentley University January 2014 - Present
The Washington Trust Company October 2011 - Present
Town of Winchester March 2007 - Present
Wells Fargo Family Wealth March 2004 - April 2011
Pillar Financial Advisors January 2000 - March 2004
Deloitte August 1989 - January 2000
Weston Financial Group 1986 - 1989
Prior Experience 1977 - 1985
Skills
High Net Worth..., Thought Leadership, Wealth Management, Team Management, Investment Management, Estate Planning, Intergenerational..., Charitable Trusts, Wealth Management..., Wealth, Personal Financial..., Personal Finance, Financial Planning, Financial Advisory, Financial Planners, Retirement, Retirement Planning, Tax Advisory, Trust Taxation, IRAs, Investments, Investment Advisory, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Mutual Funds, Series 7
Education
Boston University School of Law
J.D., Law
Massachusetts Institute of Technology
S.B., Economics
Larry Prentice's Weston Financial Experience October 2012 - Present
Job Senior Information Systems Analyst
Industry Information Technology and Services
Experience
Weston Financial October 2012 - Present
Keville Enterprises, Inc. August 2010 - September 2012
CGM LLC NE Office November 2009 - April 2010
Exact Software February 2008 - June 2009
Fidelity Investments September 2007 - February 2008
CGM LLC NE Office September 2006 - June 2007
Spantech Software January 1998 - May 2006
New Technologies & Solutions, Inc January 1994 - January 1998
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Documentation, SQL, Database Design, Access, SharePoint, Software Development, Application Development, Visual Studio, Software Documentation, Microsoft SQL Server, Business Intelligence
Education
Boston University
MIS
University of Massachusetts Lowell
BS, Business Management
Weston Financial October 2012 - Present
Keville Enterprises, Inc. August 2010 - September 2012
CGM LLC NE Office November 2009 - April 2010
Exact Software February 2008 - June 2009
Fidelity Investments September 2007 - February 2008
CGM LLC NE Office September 2006 - June 2007
Spantech Software January 1998 - May 2006
New Technologies & Solutions, Inc January 1994 - January 1998
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Documentation, SQL, Database Design, Access, SharePoint, Software Development, Application Development, Visual Studio, Software Documentation, Microsoft SQL Server, Business Intelligence
Education
Boston University
MIS
University of Massachusetts Lowell
BS, Business Management
Jake Filoon Jake Filoon's Weston Financial Experience May 2011 - Present
Job Weston Financial, President & Chief Operating Officer
Industry Financial Services
Experience
Weston Financial May 2011 - Present
Bank of America, Merrill Lynch February 2009 - May 2011
U. S. Trust, Bank of America Private Wealth Management May 2004 - February 2009
Columbia Management Advisors, Inc. October 2002 - May 2004
FleetBoston Financial, Inc. June 1990 - October 2002
Skills
Financial Analysis, Financial Services, Business Management and..., Series 7, Wealth Management, Personal Financial..., Strategic Planning, Business Development, Mergers & Acquisitions, MBA, Series 24, Mutual Fund Trustee -...
Education
Babson College 1988 — 1990
Master of Business Administration (M.B.A.)
Colby College 1979 — 1983
Bachelor of Arts (B.A.), Biology, Pre-Medicine
Weston Financial May 2011 - Present
Bank of America, Merrill Lynch February 2009 - May 2011
U. S. Trust, Bank of America Private Wealth Management May 2004 - February 2009
Columbia Management Advisors, Inc. October 2002 - May 2004
FleetBoston Financial, Inc. June 1990 - October 2002
Skills
Financial Analysis, Financial Services, Business Management and..., Series 7, Wealth Management, Personal Financial..., Strategic Planning, Business Development, Mergers & Acquisitions, MBA, Series 24, Mutual Fund Trustee -...
Education
Babson College 1988 — 1990
Master of Business Administration (M.B.A.)
Colby College 1979 — 1983
Bachelor of Arts (B.A.), Biology, Pre-Medicine
Garth Fondo's Weston Financial Experience July 1994 - July 1997
Job Private Wealth Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial September 1997 - Present
Weston Financial July 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
University of Vermont 1986 — 1990
BA
Shepaug Valley High School
Ameriprise Financial September 1997 - Present
Weston Financial July 1994 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1991 — 1993
MBA
University of Vermont 1986 — 1990
BA
Shepaug Valley High School
Leia Egan's Weston Financial Experience February 2001 - October 2002
Job Financial Controller
Industry Computer Software
Experience
FSEnet+ September 2013 - Present
Sefas Innovation June 2010 - May 2013
Philips Electronics (Healthcare Division) July 2008 - April 2009
Tyco Electronics MA September 2006 - June 2008
Carlisle Chemical June 2001 - August 2006
Weston Financial February 2001 - October 2002
Newark Atlantic Paperboard February 2000 - October 2000
Jolly Ind and Com Ltd March 1994 - February 1999
Skills
Invoicing, Accounting, SOX, Financial Reporting, General Ledger, Financial Analysis, Internal Controls, Budgeting, Forecasting, Excel, Reconciliation, Cash Flow, Quickbooks, Mergers, Word, Microsoft Office, PowerPoint, Account Management, SAP, P&L, Fixed Assets, Accounts Payable, Accounts Receivable, Auditing, Financial Statements, Finance, Board Book, Crystal Reports, FRx, Month Quarter and Year..., Consolidation, Dynamics, Explanation of Variance, Accruals, Account Reconciliation, Payroll, Journal Entries, Revenue Recognition, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Southern New Hampshire University 2005 — 2008
Master's Degree, Finance
Costa Braga University (Brazil)
Bachelor's degree, Bachelor of Science in Accounting
Costa Braga University (Brazil)
Post Graduation, Control and Finance
FSEnet+ September 2013 - Present
Sefas Innovation June 2010 - May 2013
Philips Electronics (Healthcare Division) July 2008 - April 2009
Tyco Electronics MA September 2006 - June 2008
Carlisle Chemical June 2001 - August 2006
Weston Financial February 2001 - October 2002
Newark Atlantic Paperboard February 2000 - October 2000
Jolly Ind and Com Ltd March 1994 - February 1999
Skills
Invoicing, Accounting, SOX, Financial Reporting, General Ledger, Financial Analysis, Internal Controls, Budgeting, Forecasting, Excel, Reconciliation, Cash Flow, Quickbooks, Mergers, Word, Microsoft Office, PowerPoint, Account Management, SAP, P&L, Fixed Assets, Accounts Payable, Accounts Receivable, Auditing, Financial Statements, Finance, Board Book, Crystal Reports, FRx, Month Quarter and Year..., Consolidation, Dynamics, Explanation of Variance, Accruals, Account Reconciliation, Payroll, Journal Entries, Revenue Recognition, Sarbanes-Oxley Act, Mergers & Acquisitions
Education
Southern New Hampshire University 2005 — 2008
Master's Degree, Finance
Costa Braga University (Brazil)
Bachelor's degree, Bachelor of Science in Accounting
Costa Braga University (Brazil)
Post Graduation, Control and Finance
Philip Jameson Philip Jameson's Weston Financial Experience March 1985 - June 1988
Job Principal at GW & Wade, LLC
Industry Financial Services
Experience
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
GW & Wade, LLC September 1988 - Present
Weston Financial March 1985 - June 1988
Boston Edison August 1981 - March 1985
Coopers & Lybrand August 1979 - August 1981
Education
Bentley University 1985 — 1988
MST, Tax
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance and Accounting
Harvard University 1973 — 1977
BA, Economics
Mariah Arnold Mariah Arnold's Weston Financial Experience June 2011 - August 2011
Job
Industry Marketing and Advertising
Experience
United States Liability Insurance September 2013 - January 2014
d50 media May 2013 - August 2013
Association for Individual Financial Advisors June 2012 - August 2012
Weston Financial June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Outlook
Education
Villanova University 2010 — 2014
Westwood High School 2006 — 2010
London School of Economics and Political Science
United States Liability Insurance September 2013 - January 2014
d50 media May 2013 - August 2013
Association for Individual Financial Advisors June 2012 - August 2012
Weston Financial June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Outlook
Education
Villanova University 2010 — 2014
Westwood High School 2006 — 2010
London School of Economics and Political Science
Nicole M. Tremblay, Esq. Nicole M. Tremblay, Esq.'s Weston Financial Experience 2002 - Present
Job Senior Vice President, Chief Compliance Officer at Weston Financial
Industry Financial Services
Experience
Weston Financial 2002 - Present
Allmerica Financial 2002 - 2002
Sunlife Financial 1996 - 2002
Skills
Legal Compliance, Risk Management, Strategic Planning, Series 24, Series 7, Investments, Financial Services, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Company Act, Investment Advisors Act, Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Finance, FINRA, Insurance, Banking, Licensing, Asset Managment, AML, OFAC, Hedge Funds, Equities, Asset Management, FDIC, Wealth Management, Due Diligence, Alternative Investments, Management, Leadership, Financial Analysis, Financial Risk, Mergers & Acquisitions, Series 63, Corporate Governance, Relationship Management, Securities Regulation, Consulting, Executive Management, Business Analysis, Legal Research, Legal Writing
Education
Suffolk University Law School
Juris Doctorate Degree, Securities and Corporate Law
University of Massachusetts, Amherst
BA in Legal Studies & French, University of Massachusetts at Amherst
Weston Financial 2002 - Present
Allmerica Financial 2002 - 2002
Sunlife Financial 1996 - 2002
Skills
Legal Compliance, Risk Management, Strategic Planning, Series 24, Series 7, Investments, Financial Services, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Company Act, Investment Advisors Act, Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Finance, FINRA, Insurance, Banking, Licensing, Asset Managment, AML, OFAC, Hedge Funds, Equities, Asset Management, FDIC, Wealth Management, Due Diligence, Alternative Investments, Management, Leadership, Financial Analysis, Financial Risk, Mergers & Acquisitions, Series 63, Corporate Governance, Relationship Management, Securities Regulation, Consulting, Executive Management, Business Analysis, Legal Research, Legal Writing
Education
Suffolk University Law School
Juris Doctorate Degree, Securities and Corporate Law
University of Massachusetts, Amherst
BA in Legal Studies & French, University of Massachusetts at Amherst
Timothy Couture, CFP®'s Weston Financial Experience September 2009 - Present
Job Senior Financial Associate at Weston Financial
Industry Investment Management
Experience
Weston Financial September 2009 - Present
Wealth Management Advisors, LLC June 2008 - March 2009
Wealth Management Advisors,LLC January 2007 - June 2008
Skills
Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Analysis, Asset Protection, Asset Allocation, Strategic Financial..., Microsoft Office, Investment Advisory, Personal Finance, Microsoft Excel, Wealth Management, Customer Service, Financial Planners, Retirement Planning, Due Diligence, Retirement, Middle Office
Education
Bentley University 2008 — 2010
Master of Science (M.S.), Financial Planning
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Xaverian Brothers High School 2000 — 2004
Weston Financial September 2009 - Present
Wealth Management Advisors, LLC June 2008 - March 2009
Wealth Management Advisors,LLC January 2007 - June 2008
Skills
Asset Managment, Investments, Portfolio Management, Mutual Funds, Financial Analysis, Asset Protection, Asset Allocation, Strategic Financial..., Microsoft Office, Investment Advisory, Personal Finance, Microsoft Excel, Wealth Management, Customer Service, Financial Planners, Retirement Planning, Due Diligence, Retirement, Middle Office
Education
Bentley University 2008 — 2010
Master of Science (M.S.), Financial Planning
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Xaverian Brothers High School 2000 — 2004
Michael Kelsey's Weston Financial Experience May 2012 - June 2013
Job Compliance Officer at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management June 2013 - Present
Weston Financial May 2012 - June 2013
Cantella & Co., Inc. July 2006 - May 2012
Charles Schwab & Co., Inc. 2003 - 2006
Skills
Series 7, Series 24, Series 66, Series 3, Series 53
Education
BHS
Babson College
Bachelor of Science (BS), Finance & Entrepreneurship
Northeastern University
Acadian Asset Management June 2013 - Present
Weston Financial May 2012 - June 2013
Cantella & Co., Inc. July 2006 - May 2012
Charles Schwab & Co., Inc. 2003 - 2006
Skills
Series 7, Series 24, Series 66, Series 3, Series 53
Education
BHS
Babson College
Bachelor of Science (BS), Finance & Entrepreneurship
Northeastern University
Michael Cornacchioli, CFA, FRM's Weston Financial Experience September 2006 - April 2012
Job Senior Analyst
Industry Investment Management
Experience
Citizens Bank April 2015 - Present
Commonwealth Financial Network April 2012 - April 2015
Weston Financial September 2006 - April 2012
Skills
Asset Allocation, Series 7, Financial Analysis, Equity Research, Estate Planning, Financial Planners, Strategic Financial..., Strategic Planning, Morningstar Direct, Bloomberg, MPI Stylus, MS Office, Visual Basic, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Finance, Investments
Citizens Bank April 2015 - Present
Commonwealth Financial Network April 2012 - April 2015
Weston Financial September 2006 - April 2012
Skills
Asset Allocation, Series 7, Financial Analysis, Equity Research, Estate Planning, Financial Planners, Strategic Financial..., Strategic Planning, Morningstar Direct, Bloomberg, MPI Stylus, MS Office, Visual Basic, Valuation
Education
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
BBA, Finance, Investments
Christopher Nardone's Weston Financial Experience June 2004 - December 2010
Job Chief Financial Officer at Portolan Capital Management, LLC
Industry Financial Services
Experience
Portolan Capital Management, LLC December 2010 - Present
Weston Financial June 2004 - December 2010
State Street July 2002 - June 2004
State Street 1999 - 2002
Skills
Investments, Compliance, Securities, Financial Analysis, Financial Reporting, SEC filings, Fund Accounting, Bloomberg, Fund Administration, Equities, Hedge Funds, SEC, Financial Regulation, Finance
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Fitchburg State University 1991 — 1995
BS, Economics
Portolan Capital Management, LLC December 2010 - Present
Weston Financial June 2004 - December 2010
State Street July 2002 - June 2004
State Street 1999 - 2002
Skills
Investments, Compliance, Securities, Financial Analysis, Financial Reporting, SEC filings, Fund Accounting, Bloomberg, Fund Administration, Equities, Hedge Funds, SEC, Financial Regulation, Finance
Education
Suffolk University - Sawyer Business School 2008 — 2009
MS, Finance
Fitchburg State University 1991 — 1995
BS, Economics
Gregory Biggar's Weston Financial Experience October 2003 - March 2007
Job Demand Planning Analyst at Dunkin' Brands
Industry Food & Beverages
Experience
Dunkin' Brands June 2014 - Present
Dunkin' Brands April 2013 - June 2014
State Street Corporation March 2007 - March 2013
Weston Financial October 2003 - March 2007
Skills
Fixed Income, Financial Services
Education
Babson College 2002 — 2006
Bachelor of Science, Business Management; Finance (Concentration
UNSW Australia
Dunkin' Brands June 2014 - Present
Dunkin' Brands April 2013 - June 2014
State Street Corporation March 2007 - March 2013
Weston Financial October 2003 - March 2007
Skills
Fixed Income, Financial Services
Education
Babson College 2002 — 2006
Bachelor of Science, Business Management; Finance (Concentration
UNSW Australia
Stephen DaCosta's Weston Financial Experience November 1998 - Present
Job Vice President, Divisional Controller at Weston Financial
Industry Financial Services
Experience
Weston Financial November 1998 - Present
Education
Eastern Nazarene College
BS, Business Administration and Management, General
Johnson and Wales University
Accounting
Weston Financial November 1998 - Present
Education
Eastern Nazarene College
BS, Business Administration and Management, General
Johnson and Wales University
Accounting
Sarah Protopopov's Weston Financial Experience April 2000 - April 2004
Job Member of the Board at Acton Family Network
Industry Banking
Experience
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General
Acton Family Network October 2013 - Present
Stay at Home Mom September 2012 - Present
Bank of America Merrill Lynch January 2010 - September 2012
Bank of America September 2007 - January 2010
Bank of America April 2006 - September 2007
Pioneer Investments January 2006 - May 2006
J.P. Morgan April 2004 - January 2006
Weston Financial April 2000 - April 2004
Skills
AML, Series 7, Series 24, Operational Risk, Risk Management, ACAMS, Microsoft Word, Microsoft Excel, Compliance, OFAC, Securities, Banking, Financial Services, Operational Risk..., Financial Risk, Anti Money Laundering
Education
University of New Hampshire 1994 — 1996
Bachelor's degree, Political Science and Government
Champlain College 1992 — 1994
Associate's degree, Business Administration and Management, General