Winslow, Evans & Crocker

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Winslow, Evans & Crocker Employees

Employee
Years
Job
Industry
David Dugan,CFP® David Dugan,CFP® Marblehead, Massachusetts Details
David Dugan,CFP®'s Winslow, Evans & Crocker Experience October 2010 - November 2013
Job Comprehensive retirement and investment planning
Industry Financial Services
Experience
Investors Capital  November 2013 - Present
Winslow, Evans & Crocker   October 2010 - November 2013
Wells Fargo Advisors  January 2008 - October 2010
A.G. Edwards & Sons, Inc.   February 2003 - January 2008

Skills
Financial Planning, Investment Management, Retirement Plans, 401(k), Wealth Management, Tax Planning, Estate Planning, Retirement Income..., Income Planning, Insurance and Annuities, College Education..., Mutual Funds, Stocks, Bonds, Options, Employee Stock Options, Rollovers

Education
College for Financial Planning

Elissa Colton Elissa Colton Burlington, Vermont Details
Elissa Colton's Winslow, Evans & Crocker Experience February 2009 - July 2010
Job Owner & Buyer of Monelle Vermont
Industry Retail
Experience
Monelle Vermont   September 2010 - Present
lululemon  April 2010 - April 2012
Coldwell Banker Hickok & Boardman Realty  November 2010 - May 2011
Winslow, Evans & Crocker   February 2009 - July 2010
Merrill Lynch  July 2008 - February 2009
AIG  May 2007 - August 2007
UBS Wealth Management  May 2006 - August 2006
Mug Shots   January 1994 - January 2004

Education
Northeastern University   2010 — 2010
Journalism

Bates College   2004 — 2008
BA, Economics, Mathematics

Choate Rosemary Hall   2000 — 2004
AP Calculus, AP Literature, AP Psychology

Norwell

Sévres Babylon

Daniel Santanello Daniel Santanello Greater Boston Area Details
Daniel Santanello's Winslow, Evans & Crocker Experience August 2008 - Present
Job Investment Advisor at Winslow, Evans & Crocker with 31 years of experience
Industry Investment Management
Experience
Winslow Evans & Crocker  August 2008 - Present
Winslow Evans & Crocker  August 2008 - Present
Winslow Evans & Crocker  August 2008 - Present
Winslow, Evans & Crocker   2008 - Present
A.G Edwards & Sons Inc   May 1990 - January 2007

Education
Brown University   1977 — 1981
BA, Organizational Behavior & Management

The Taft School   1976 — 1977
Post-Graduate

Vin Brod Vin Brod Greater Boston Area Details
Vin Brod's Winslow, Evans & Crocker Experience September 2002 - September 2004
Job Financial Advisor at Mayflower Advisors, LLC
Industry Financial Services
Experience
Mayflower Advisors, LLC  November 2005 - Present
Advest, Inc.   September 2004 - September 2005
Winslow, Evans & Crocker   September 2002 - September 2004
H.C. Wainwright & Co   September 2000 - September 2002
New England Securites   September 1996 - September 2000

Education
Northeastern University
BS, Economics

Sacred Heart High School, Weymouth MA   1982 — 1985
Economics

Christina Larson, CFP® Christina Larson, CFP® Greater Boston Area Details
Christina Larson, CFP®'s Winslow, Evans & Crocker Experience 2009 - 2011
Job Independent Financial Advisor
Industry Financial Services
Experience
Larson Financial Planning, Inc.   2011 - Present
Winslow, Evans & Crocker   2009 - 2011
Armstrong Ambulance Service  2006 - 2009
Lahey Clinic  1984 - 2005
Massachusetts General Hospital  1980 - 1984
Boston Medical Center  1976 - 1980

Education
Boston University
Master of Science in Nursing

Villanova University
Bachelor of Science in Nursing

Northeastern University
Certified Financial Planning Certificate (CFP)

Loudoun Valley HS

Marcy Stevens Watson Marcy Stevens Watson Portland, Maine Area Details
Marcy Stevens Watson's Winslow, Evans & Crocker Experience 2009 - 2010
Job Sustainability Specialist
Industry Retail
Experience
Hannaford Bros. Co.   March 2012 - Present
DBA Girl Friday Enterprises   2006 - Present
Winslow, Evans & Crocker   2009 - 2010
Emery Waterhouse  2007 - 2009
Barton Mortgage Corporation   2003 - 2005
Fleet Mortgage  2001 - 2003
University of Minnesota  1997 - 2000
Wilderness Inquiry  1996 - 1997
Penn State University  1995 - 1996

Skills
Customer Service, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Team Building, Fundraising, Microsoft Office, Retail, Community Outreach, Training, Event Planning, Leadership, Budgets, Human Resources, Inventory Management, Social Media, Strategic Planning, Management

Education
Penn State University
Bachelor of Science (BS), Parks, Recreation and Leisure Studies

Brendan Culverwell Brendan Culverwell Boulder, Colorado Details
Brendan Culverwell's Winslow, Evans & Crocker Experience 2008 - 2009
Job Energy Industry Specialist
Industry Financial Services
Experience
SNL Financial  September 2013 - Present
Elon University  September 2008 - Present
University of Colorado  May 2012 - November 2013
Best Buy  September 2012 - August 2013
University of Colorado at Boulder  June 2012 - August 2012
University of Colorado at Boulder  January 2012 - June 2012
GEX Inc  August 2010 - February 2011
Winslow, Evans & Crocker   2008 - 2009
National Investment Banking Association   2007 - 2009

Skills
LaTeX, Mathematica, SPSS, Microsoft Office, Analysis, Python, Java, Research, Eclipse, Mathematical Analysis, Statistics, Quantitative Research, Qualitative Research

Education
Elon University   2006 — 2010
BA, Mathematics- Pure Concentration

University of Colorado at Boulder   2011 — 2012
Post-Baccaulaureate Pre-Medical Certificiate

Stephen Olore Stephen Olore Portland, Maine Area Details
Stephen Olore's Winslow, Evans & Crocker Experience 2005 - 2010
Job Senior Portfolio Manager, Senior Vice President at People's United Bank
Industry Investment Management
Experience
People's United Bank  October 2013 - Present
Frederick Capital Partners   March 2010 - Present
Winslow, Evans & Crocker   2005 - 2010
RBC/Tucker Anthony   2000 - 2005
Janney Montgomery Scott  1994 - 2000

Skills
Alternative Investments, Equities, Portfolio Management, Asset Managment, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investments, Fixed Income, Financial Analysis, Investment Strategies, Securities, Asset Management, Asset Allocation, Investment Advisory, Mutual Funds, Investment Management, Wealth Management, Financial Advisory

Education
Fairfield University   1982 — 1986
BS, Finance

Holy Cross High School   1978 — 1982

Andy St. Pierre Andy St. Pierre Salem, Massachusetts Details
Andy St. Pierre's Winslow, Evans & Crocker Experience June 2010 - November 2013
Job Investment Advisor Representative
Industry Financial Services
Experience
Fosters Point Financial, LLC   November 2013 - Present
Winslow, Evans & Crocker   June 2010 - November 2013
New England Investment & Retirement Inc   February 2009 - May 2010
Beacon Investment Management LLC   June 2001 - May 2008

Skills
Investments, Strategic Financial..., Series 63

Education
Salem State University   1997 — 2001
BS, Information Systems/Finance

University of New Hampshire   1997 — 1998
Pre-Medicine/Pre-Medical Studies

Danvers High School   1977 — 1981
Diploma, General Studies

Scott Peradotto Scott Peradotto Boston, Massachusetts Details
Scott Peradotto's Winslow, Evans & Crocker Experience August 2014 - Present
Job First Vice President Investments and Administration at Winslow, Evans & Crocker
Industry Investment Management
Experience
Winslow, Evans & Crocker   August 2014 - Present
Detwiller and Fenton   August 2011 - August 2014
Oppenheimer & Co.   May 2007 - July 2011
The San Francisco Bay Club  March 2006 - July 2011
Starbucks Coffee Company  October 2003 - April 2005

Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Portfolio Management

Education
University of San Francisco   1999 — 2003
Marketing, Business Management, Accounting, Economics

Rich LeBranti, CFP® Rich LeBranti, CFP® Greater Boston Area Details
Rich LeBranti, CFP®'s Winslow, Evans & Crocker Experience January 2004 - January 2005
Job Financial Advisor, Partner at Doble LeBranti Financial Group, LLC
Industry Financial Services
Experience
Doble LeBranti Financial Group LLC   February 2010 - Present
Baystate Financial Services  January 2005 - February 2010
Winslow, Evans & Crocker   January 2004 - January 2005
Allmerica Financial  July 2001 - January 2004
OneCore Financial   July 2000 - July 2001

Skills
Independent Financial..., Retirement Planning, Wealth Management, Portfolio Management, Customer Satisfaction, Customer Service, 401k, Insurance, Divorce, Finance, Investments, Budgets, Mutual Funds, Financial Advisory, Asset Management, Securities, Asset Allocation, Financial Services, Risk Management, Real Estate, Fixed Income, Financial Analysis

Education
Stonehill College   1994 — 1998

Malden Catholic High School   1990 — 1994

Grant Marston Grant Marston Duxbury, Massachusetts Details
Grant Marston's Winslow, Evans & Crocker Experience May 2008 - August 2009
Job Inside Sales at FRT Financial Recovery Technologies
Industry Financial Services
Experience
Financial Recovery Technologies  May 2015 - Present
Laxachusetts   December 2010 - Present
Investors Capital  December 2013 - May 2015
Detwiler Fenton  May 2013 - December 2013
Cantella  May 2011 - August 2012
Winslow, Evans & Crocker   May 2008 - August 2009

Skills
PowerPoint, Research, Microsoft Excel, Marketing, Trading, Sales Prospecting, Stocks, Actimize, FBSI, NetX360, Streetscape, IPREO, Salesforce.com

Education
Quinnipiac University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Duxbury High School   2005 — 2008

Irina Zubov Irina Zubov Greater Boston Area Details
Irina Zubov's Winslow, Evans & Crocker Experience June 2006 - Present
Job Finance and Compliance Specialist at Winslow, Evans and Crocker, Inc.
Industry Financial Services
Experience
Winslow, Evans & Crocker   June 2006 - Present
GoldK Investment Services Inc.   May 2007 - December 2014
Water & Fire   October 2004 - June 2006
Petropol, Inc.   January 1998 - June 2004
Dyansen Gallery   1997 - 1999

Skills
Series 27, Series 24, Series 7, Series 65, Series 63, QuickBooks, Peachtree, Microsoft Office, PowerPoint, Securities, Investment Advisory, Customer Service, Microsoft Excel

Education
American University of Paris   1995 — 1997
Bachelor of Fine Arts, Art History

Brookline High School   1989 — 1993

Ray Julian Ray Julian Boston, Massachusetts Details
Ray Julian's Winslow, Evans & Crocker Experience July 2006 - Present
Job Personal Financial Advisor
Industry Investment Management
Experience
Winslow, Evans & Crocker   July 2006 - Present
Compass Capital Corporation  April 1991 - July 2006
Invest Financial  May 1986 - March 1991

Skills
Team Leadership, Holistic Financial..., Investment Advisory, Trust Management, Wealth Management, Risk Management, Securities, Personal Finance, Wealth, Strategic Financial..., Strategy, Financial Advisory, Mutual Funds, Retirement Planning, Trusts, Investments, Insurance, Asset Allocation, Retirement, Investment Strategies, Finance, Estate Planning, Wealth Management...

Education
Boston College   1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General

College for Financial Planning
CFP

Lenora Christopher Lenora Christopher Greater Boston Area Details
Lenora Christopher's Winslow, Evans & Crocker Experience November 2013 - November 2014
Job Manager Contract Office at Columbia Management
Industry Financial Services
Experience
Columbia Management  November 2014 - Present
Winslow, Evans & Crocker   November 2013 - November 2014
JPMorgan Chase  January 2011 - November 2013
JPMorgan Hedge Fund Services  October 2009 - December 2010
Citi  January 2008 - October 2009
Citi  June 2006 - January 2008
Demotech, Inc  May 2005 - June 2006

Skills
Financial Reporting, Mutual Funds, Fund Accounting, Bloomberg, Cash Management, Hedge Funds, Allocations, Equities, Finance, Financial Analysis, Fund Administration, Fixed Income, Fund Of Funds, Hedge Accounting, Investments, Alternative Investments

Education
State University of New York at Oswego   2001 — 2005
BS, Finance Major, Economics Minor

Paul L. Friedman Paul L. Friedman Greater Boston Area Details
Paul L. Friedman's Winslow, Evans & Crocker Experience 2009 - Present
Job Sr. VP at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker   2009 - Present

Education
Tulane University   1967 — 1969
BA

robert cully robert cully Greater Boston Area Details
robert cully's Winslow, Evans & Crocker Experience January 2011 - Present
Job Director Private Client Group at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker   January 2011 - Present

Education
University of Rhode Island   1978 — 1982
Bachelor of Arts (B.A.), Economics

Mary McGrail Mary McGrail Greater Boston Area Details
Mary McGrail's Winslow, Evans & Crocker Experience June 2010 - Present
Job Senior Registered Associate at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker   June 2010 - Present
Merrill Lynch  May 2004 - February 2009
PFPC  August 2001 - April 2004

Education
Nichols College   1998 — 2001
Bachelor of Science, Finance

Assumption College
Paralegal Studies

Mary McGrail Mary McGrail Greater Boston Area Details
Mary McGrail's Winslow, Evans & Crocker Experience June 2010 - Present
Job Senior Registered Assistant at Winslow, Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker   June 2010 - Present
Merrill Lynch  May 2004 - February 2009
Bowditch & Dewey, LLP   1996 - 1998

Skills
Series 7, Series 66, Wealth Management, Mutual Funds

Education
Nichols College   1998 — 2001
Finance, General

Assumption College
BS/BA, Finance, General