Winslow, Evans & Crocker, Inc.
Description
Address: 175 Federal St, Boston, MA 02110 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (617) 896-3500Place name: : : : Website: : Hours: : Category: : Website: http://www.winslowevanscrocker.com/ Category: Investment company 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 questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Winslow Evans & Crocker Posting publicly on the Web Write a review Reviews Be the first to review
Winslow, Evans & Crocker, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Winslow, Evans & Crocker, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Winslow, Evans & Crocker, Inc. Employees
Employee
Years
Job
Industry
Sam Ludin Sam Ludin's Winslow, Evans & Crocker, Inc. Experience May 2014 - August 2014
Job Student at The Wharton School
Industry
Experience
Ublend July 2015 - Present
State Street June 2015 - August 2015
Winslow, Evans & Crocker, Inc. May 2014 - August 2014
Boston-Sderot Project August 2013 - August 2013
The Russian School of Mathematics September 2011 - April 2013
Skills
Teaching, Research, Microsoft Office, Public Speaking, Event Planning, Visual Basic, R, Marketing Strategy, Russian, Spanish, Calculus, Academic Tutoring, Coordinating Events, PowerPoint, Latin Dance, Ballroom Dance, Drums
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor’s Degree, Concentrating in Finance and Operation and Information Management, Spanish Certificate, current GPA: 3.82/4.0
Universidad Pontificia Comillas 2015 — 2016
Bachelor’s Degree, Business Administration and Management, General
Ublend July 2015 - Present
State Street June 2015 - August 2015
Winslow, Evans & Crocker, Inc. May 2014 - August 2014
Boston-Sderot Project August 2013 - August 2013
The Russian School of Mathematics September 2011 - April 2013
Skills
Teaching, Research, Microsoft Office, Public Speaking, Event Planning, Visual Basic, R, Marketing Strategy, Russian, Spanish, Calculus, Academic Tutoring, Coordinating Events, PowerPoint, Latin Dance, Ballroom Dance, Drums
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor’s Degree, Concentrating in Finance and Operation and Information Management, Spanish Certificate, current GPA: 3.82/4.0
Universidad Pontificia Comillas 2015 — 2016
Bachelor’s Degree, Business Administration and Management, General
Catherine Valega Catherine Valega's Winslow, Evans & Crocker, Inc. Experience March 2015 - Present
Job CFP, CAIA, Registered Financial Advisor
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. March 2015 - Present
Green Bridge Wealth Management LLC May 2007 - February 2015
Alpha Motives October 2004 - May 2007
Pioneer Investments USA 1998 - 2004
Credit Suisse September 1996 - February 1999
Smith Barney 1991 - 1994
Skills
Certified Financial..., Chartered Alternative..., Soccer player, Series 7, Investments, Wealth Management, Strategic Financial..., Estate Planning, Financial Planners, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Financial Services, Series 63, Investment Strategies, Investment Advisory, FINRA, Securities, Asset Managment, Fixed Income, Retirement Planning, Financial Advisory
Education
The Johns Hopkins University 1994 — 1996
MA, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
MA, Int'l Econ
University of Pennsylvania 1987 — 1991
a BA; She obtained her Master's, Economics
Winslow, Evans & Crocker, Inc. March 2015 - Present
Green Bridge Wealth Management LLC May 2007 - February 2015
Alpha Motives October 2004 - May 2007
Pioneer Investments USA 1998 - 2004
Credit Suisse September 1996 - February 1999
Smith Barney 1991 - 1994
Skills
Certified Financial..., Chartered Alternative..., Soccer player, Series 7, Investments, Wealth Management, Strategic Financial..., Estate Planning, Financial Planners, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Financial Services, Series 63, Investment Strategies, Investment Advisory, FINRA, Securities, Asset Managment, Fixed Income, Retirement Planning, Financial Advisory
Education
The Johns Hopkins University 1994 — 1996
MA, International Relations
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
MA, Int'l Econ
University of Pennsylvania 1987 — 1991
a BA; She obtained her Master's, Economics
Daniel Fusco's Winslow, Evans & Crocker, Inc. Experience January 2015 - Present
Job First Vice President / Assistant Manager Brokerage Operations
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. January 2015 - Present
Charles Schwab 2014 - January 2015
Charles Schwab July 2010 - June 2014
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Securities, Finance, Wealth Management, Financial Analysis, Leadership
Education
University of Central Florida 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Winslow, Evans & Crocker, Inc. January 2015 - Present
Charles Schwab 2014 - January 2015
Charles Schwab July 2010 - June 2014
Skills
Series 7, Investments, Series 63, Asset Allocation, Mutual Funds, Securities, Finance, Wealth Management, Financial Analysis, Leadership
Education
University of Central Florida 2005 — 2007
Bachelor of Business Administration (BBA), Finance, General
Carlton Shum's Winslow, Evans & Crocker, Inc. Experience June 2015 - Present
Job Registered Sales Assistant at Winslow, Evans & Crocker, Inc.
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. June 2015 - Present
Winslow, Evans & Crocker, Inc. January 2015 - May 2015
Gene Guru, Inc. July 2014 - November 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Presentations, Facebook, Leadership, Photoshop, Social Networking, Research, Event Planning, Finance, Social Media
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
La Salle High School 2007 — 2011
High School Diploma
Winslow, Evans & Crocker, Inc. June 2015 - Present
Winslow, Evans & Crocker, Inc. January 2015 - May 2015
Gene Guru, Inc. July 2014 - November 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Teamwork, Public Speaking, Presentations, Facebook, Leadership, Photoshop, Social Networking, Research, Event Planning, Finance, Social Media
Education
Boston University Questrom School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
La Salle High School 2007 — 2011
High School Diploma
Lisa Matthews, CFP, CHFC, CLU Lisa Matthews, CFP, CHFC, CLU's Winslow, Evans & Crocker, Inc. Experience January 2007 - Present
Job Celebrating 28 Years as a Financial Advisor
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. January 2007 - Present
North American Management Corp. 2001 - 2006
Skills
Strategic Financial..., Investment Management, Retirement Planning, Investment Strategies, Estate Planning, Investment Advisory, Wealth Management, Securities, Financial Advisory, Finance, Nonprofits, Asset Allocation, Insurance, Personal Finance, Wealth Management..., Mutual Funds, Strategy, Series 7, Retirement, Series 63, Communication Skills, Uniform Combined State..., Wealth, Asset Management, Series 6, Alternative Investments, Portfolio Management, 401k, Financial Planners, Financial Planning
Education
Dickinson College 1979 — 1983
Winslow, Evans & Crocker, Inc. January 2007 - Present
North American Management Corp. 2001 - 2006
Skills
Strategic Financial..., Investment Management, Retirement Planning, Investment Strategies, Estate Planning, Investment Advisory, Wealth Management, Securities, Financial Advisory, Finance, Nonprofits, Asset Allocation, Insurance, Personal Finance, Wealth Management..., Mutual Funds, Strategy, Series 7, Retirement, Series 63, Communication Skills, Uniform Combined State..., Wealth, Asset Management, Series 6, Alternative Investments, Portfolio Management, 401k, Financial Planners, Financial Planning
Education
Dickinson College 1979 — 1983
Claire E. Soja's Winslow, Evans & Crocker, Inc. Experience August 2014 - Present
Job Senior Vice President Portfolio Manager at Winslow Evans & Crocker
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. August 2014 - Present
Detwiler Fenton Investment Management LLC May 2010 - July 2014
Detwiler Fenton Investment Management LLC June 2005 - July 2014
Brown Brothers Harriman & Co January 1974 - May 2005
Skills
Asset Allocation, High net worth private..., Customized portfolio..., Highly personalized..., Technical based..., Investment Advisory, Investments
Education
Boston University
BA, College of Liberal Arts
Winslow, Evans & Crocker, Inc. August 2014 - Present
Detwiler Fenton Investment Management LLC May 2010 - July 2014
Detwiler Fenton Investment Management LLC June 2005 - July 2014
Brown Brothers Harriman & Co January 1974 - May 2005
Skills
Asset Allocation, High net worth private..., Customized portfolio..., Highly personalized..., Technical based..., Investment Advisory, Investments
Education
Boston University
BA, College of Liberal Arts
David J. Kenny, Jr David J. Kenny, Jr's Winslow, Evans & Crocker, Inc. Experience September 2015 - Present
Job Senior Vice President, Capital Markets; Supervisor, Trade Desk
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. September 2015 - Present
Winslow Evans & Crocker April 2011 - Present
Commonwealth Financial Network January 2011 - April 2011
Commonwealth Financial Network January 2007 - December 2010
Skills
Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Trading, Equities, Capital Markets, Equity Capital Markets, Fixed Income, Mutual Funds, Securities, Investments, Alternative Investments
Education
George Mason University 1993 — 1997
B.S., Finance
Winslow, Evans & Crocker, Inc. September 2015 - Present
Winslow Evans & Crocker April 2011 - Present
Commonwealth Financial Network January 2011 - April 2011
Commonwealth Financial Network January 2007 - December 2010
Skills
Series 4, Series 7, Series 24, Series 53, Series 55, Series 63, Trading, Equities, Capital Markets, Equity Capital Markets, Fixed Income, Mutual Funds, Securities, Investments, Alternative Investments
Education
George Mason University 1993 — 1997
B.S., Finance
Greer Cully's Winslow, Evans & Crocker, Inc. Experience January 2014 - May 2014
Job StudentAthlete at the University of Notre Dame
Industry Management Consulting
Experience
GuideSpark May 2015 - August 2015
Whirlpool Corporation January 2015 - May 2015
EMD Serono, Inc. May 2014 - August 2014
Winslow, Evans & Crocker, Inc. January 2014 - May 2014
SocialMapp 2012 - 2013
Duxbury Bay Maritime School 2009 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, Entrepreneurship, Data Analysis, Leadership, Marketing, Salesforce.com, Sales
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Management Consulting
Duxbury High School 2007 — 2011
GuideSpark May 2015 - August 2015
Whirlpool Corporation January 2015 - May 2015
EMD Serono, Inc. May 2014 - August 2014
Winslow, Evans & Crocker, Inc. January 2014 - May 2014
SocialMapp 2012 - 2013
Duxbury Bay Maritime School 2009 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, Entrepreneurship, Data Analysis, Leadership, Marketing, Salesforce.com, Sales
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Management Consulting
Duxbury High School 2007 — 2011
Denis Culverwell's Winslow, Evans & Crocker, Inc. Experience January 2000 - Present
Job Insurance and Corp Finance
Industry Financial Services
Experience
Winslow, Evans & Crocker, Inc. January 2000 - Present
Education
Bryant University 1979 — 1983
Winslow, Evans & Crocker, Inc. January 2000 - Present
Education
Bryant University 1979 — 1983
Bonnie Kirchner, CFP(R), MST's Winslow, Evans & Crocker, Inc. Experience 2004 - 2006
Job Speaker, Financial Educator, and Author
Industry Primary/Secondary Education
Experience
$ea Change Financial Education, LLC December 2009 - Present
Buzzards Bay Regatta August 2013 - Present
FT Press February 2009 - Present
Mutual Service Corporation September 2006 - August 2009
Winslow, Evans & Crocker, Inc. 2004 - 2006
CBS 4 Boston/WBZTV April 2002 - April 2005
WBIX 1999 - 2004
Financial Perspectives 1993 - 2004
Skills
Corporations, Municipalities, Investments, Editing, Strategic Financial..., Asset Managment, Personal Finance, Financial Analysis, Public Speaking, Estate Planning, Books, Small Business, Research, Non-profits, Publishing, Investment Advisory, Securities, Wealth Management, Published Author, Equities, Marketing Communications, Asset Management, Social Networking, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation
Purdue University 1985 — 1990
BS, Financial Counseling and Planning
WHS
$ea Change Financial Education, LLC December 2009 - Present
Buzzards Bay Regatta August 2013 - Present
FT Press February 2009 - Present
Mutual Service Corporation September 2006 - August 2009
Winslow, Evans & Crocker, Inc. 2004 - 2006
CBS 4 Boston/WBZTV April 2002 - April 2005
WBIX 1999 - 2004
Financial Perspectives 1993 - 2004
Skills
Corporations, Municipalities, Investments, Editing, Strategic Financial..., Asset Managment, Personal Finance, Financial Analysis, Public Speaking, Estate Planning, Books, Small Business, Research, Non-profits, Publishing, Investment Advisory, Securities, Wealth Management, Published Author, Equities, Marketing Communications, Asset Management, Social Networking, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2001
MS, Taxation
Purdue University 1985 — 1990
BS, Financial Counseling and Planning
WHS
Rob Lohwater's Winslow, Evans & Crocker, Inc. Experience November 2003 - June 2006
Job Chief Compliance Officer at Sage Rutty & Co., Inc
Industry Financial Services
Experience
Sage Rutty & Co., Inc March 2014 - Present
Brighton Securities Corp. June 2006 - February 2014
Winslow, Evans & Crocker, Inc. November 2003 - June 2006
GoldK Investment Services, Inc. July 2000 - November 2003
Skills
Financial Services, Due Diligence, Financial Reporting, Securities, Wealth Management, Fixed Income, Alternative Investments, Executive Management, Leadership, Investment Advisory, Capital Markets, Business Strategy, Analysis, Insurance, Finance, 401k, Anti Money Laundering, Credit, Strategy, Management
Education
St. John Fisher College 1979 — 1983
Bachelor of Arts, Economics
Sage Rutty & Co., Inc March 2014 - Present
Brighton Securities Corp. June 2006 - February 2014
Winslow, Evans & Crocker, Inc. November 2003 - June 2006
GoldK Investment Services, Inc. July 2000 - November 2003
Skills
Financial Services, Due Diligence, Financial Reporting, Securities, Wealth Management, Fixed Income, Alternative Investments, Executive Management, Leadership, Investment Advisory, Capital Markets, Business Strategy, Analysis, Insurance, Finance, 401k, Anti Money Laundering, Credit, Strategy, Management
Education
St. John Fisher College 1979 — 1983
Bachelor of Arts, Economics