Top Financial Advisors in Greater Boston Area
Laura (Germani) Caton
Management/Sales Consulting
Greater Boston Area
Management/Sales Consulting
Financial Advisor
Regional Vice President, Natixis Global Associates
A.V.P., Marketing and Sales Promotion
Director Corporate Training
Inside Sales Desk Manager
Various Roles
Ohio University
Pittsford Sutherland High School
Recommendations: 28
Leadership
Leadership Development
Talent Management
Management
Training
Selling
Sales Management
Team Building
l*****@thecornerstonegroupinc.com
Timothy McNamara
Director of Business Development
Greater Boston Area
Director of Business Development
Founder
Co-Founder, Principal, VP of Business Development
Senior Vice President
Senior Vice President
Financial Advisor / Wealth Advisor
Assistant Branch Manager / Business Development Manager / Operations Manager
Boston College
Franklin College Lugano Switzerland
State University of New York College at Geneseo
West Genesee High
Recommendations: 18
Fundraising
Communications Strategy
Negotiation
Cross-functional Team Leadership
Problem Solving
Entrepreneurial Experience
New Business Development
Mentoring
t*****@clearviewdivorce.com
✰Louis A. Simpson, MBA, PhD✰
President
Greater Boston Area
President
Board Of Directors
Agency Manager
Financial Advisor
Recommendations: 12
Insurance
Investments
Retirement
Retirement Planning
Customer Retention
Customer Satisfaction
Time Management
Management
l*****@simpsonfg.com
Meghan Lockwood
Director of Consumer Marketing
Greater Boston Area
Director of Consumer Marketing
Marketing Manager - Product and Content Marketing
Senior Manager, Content Strategy
Senior Content Strategist, Long Term Research and Customer Relationships
Senior Research Analyst
Senior Associate
Chief Strategist and Manager of Public Relations
Senior Analyst
Financial Advisor, Accredited Asset Management Specialist
Project Manager
Program Coordinator, Private Client Financial Advisor Training
Research Associate
Cornell University
Bates College
St. Thomas Aquinas H.S.
Recommendations: 11
Data Mining
Lead Generation
Marketing Strategy
Social Media
Financial Services
Strategic Planning
Strategy
Marketing
m****[email protected]
Kim Walker
Senior Learning Consultant, Client Experience and Training
Greater Boston Area
Senior Learning Consultant, Client Experience and Training
Senior Technology Trainer
Staffing Specialist
Senior Training and Development Specialist
Staffing Consultant
Transition Specialist
Financial Advisor
Account Consultant II
Regional Sales Specialist
Dale Carnegie Training
Regis College
Stoneham High School
Recommendations: 10
Training
Leadership
E-Learning
Analysis
Consulting
Coaching
Employee Training
Onboarding
k****[email protected]
k****[email protected]
Bill Berk
Salesforce | Oracle Sales Cloud | Cloud Administrator | Project Manager | Solution Architect
Greater Boston Area
Salesforce | Oracle Sales Cloud | Cloud Administrator | Project Manager | Solution Architect
Oracle Cloud CX/CRM Solution Architect
Senior Consultant, Oracle CX / CRM Practice
VP, Technology - Board Member (Pro Bono)
Salesforce Application Administrator / Consultant (Pro Bono)
VP, Membership - Board Member (Pro Bono)
CRM Business Systems Analyst and CRM Application Administrator - Oracle CRM On Demand (SaaS)
Marketing Specialist / Business Systems Analyst / CRM/ERP Application Administrator - Deltek Vision
Contractor - Business Development Manager
Consultant / Contractor
Marketing Production Specialist
Auto Claims Representative
Full-time Graduate MBA Student
Financial Advisor Trainee
Senior Account Manager
Senior Marketing Associate
Full-time Graduate MBA Student
Senior Client Services Associate
Boston College - Wallace E. Carroll Graduate School of Management
Lafayette College
Oracle University
Recommendations: 9
CRM
Analytics
Strategy
Management Consulting
Business Process...
Business Intelligence
Oracle CRM
Lead Generation
b****[email protected]
Shawn Crossman
District Sales Manager- New England and Upstate New York
Greater Boston Area
District Sales Manager- New England and Upstate New York
Senior Account Executive
Account Executive
National Account Director
Account Executive
Regional Sales Manager
Financial Advisor
Financial Advisor
Financial Advisor
Bentley University
Manchester Central High School
Recommendations: 9
Enterprise Software
Selling
Consultative Selling
Contract Negotiations
Sales Presentations
SaaS
Storage Area Networks
Storage Virtualization
s****[email protected]
Mark Bush
Financial Advisor - MA & RI
Greater Boston Area
Financial Advisor - MA & RI
Owner / Agent
VP Sales
Realtor
Vice President of Sales & Marketing
Senior Director - Alliances
Director: Alliances
Business Development Director
Virginia Polytechnic Institute and State University
Wesleyan University
VoiceTek Generations Training
Recommendations: 9
Channel
Alliances
Customer Relations
Customer Service
SaaS
Solution Selling
Business Alliances
Professional Services
m****[email protected]
Robert Rebholz MBA
Co Founder & Promotional Products Consultant
Greater Boston Area
Co Founder & Promotional Products Consultant
Senior Account Executive
Financial Advisor
Boston College Carroll Graduate School of Management
Recommendations: 7
Promotional Products
Promotions
Corporate Branding
Corporate Apparel
Trade Shows
Marketing Communications
Marketing
Advertising
r****[email protected]
Carol Bonett, CPLP®
Senior Consultant
Greater Boston Area
Senior Consultant
Leadership Development
Manager, Technology Training
Regional Technology Trainer
Financial Advisor
Mount Holyoke College
Recommendations: 7
Certified Professional in Learning and Performance
CPLP
Targeted Selection
Instructional Design
Leadership Development
Executive Coaching
Organizational Development
Performance Management
c****[email protected]
Keith Arnowitz
Company Name
Rimini Street
Greater Boston Area
Company Name
Rimini Street
Company Name
Attivio
Inside Sales Rep
Inside Sales Rep
Business Development Rep
Financial Advisor
University of Florida
Recommendations: 7
Salesforce.com
Enterprise Software
Business Development
Sales Process
Start-ups
Account Management
Business Intelligence
Channel Partners
Svetlana Knorr, CFA
Investment Analyst
Greater Boston Area
Investment Analyst
Financial Advisor
Customer Service Representative/ Teller II
Southern New Hampshire University
Northern New England Center for Financial Training
Northern New England Center for Financial Training
Keene State College
Modern University for the Humanities
Recommendations: 6
Investments
Banking
Financial Analysis
Mutual Funds
Asset Managment
Risk Management
Portfolio Management
Microsoft Excel
s****[email protected]
Christy House
Senior Client Services Manager
Greater Boston Area
Senior Client Services Manager
Client Service Manager- Advisor Service Team
Internal Sales Representative
Financial Advisor (Wealth Strategy Planning)
Corporate Account Manager
Undergraduate Associate
Hamilton College
Recommendations: 5
Solution Selling
Networking
Series 7
Leadership
Investments
Asset Managment
Mutual Funds
Time Management
c****[email protected]
William Aina Anibaba
Utilization Management
Greater Boston Area
Utilization Management
Manager - MPE Unit
Professional Relations
Utilization Management
Financial Advisor
MBA 2009
Portfolio Manager
Medical Officer
House Officer
Hult International Business School
University of Ibadan
Recommendations: 5
Analysis
Insurance
Financial Modeling
Financial Analysis
Business Strategy
Data Analysis
Budgets
Finance
a****[email protected]
Andrew Lefkarites
Associate
Greater Boston Area
Associate
Analyst
Investment Banking Analyst (M&A) Intern
Financial Advisor Intern
San Diego State University-California State University
Recommendations: 5
Financial Research
Financial Modeling
Mergers
Valuation
Investment Banking
Due Diligence
Strategy
Equities
a****[email protected]
Saad Munir
Director of Sales, Americas
Greater Boston Area
Director of Sales, Americas
Account Executive
Senior Sales Manager
Financial Advisor | Advisor Coach
Insurance Agent | Financial Advisor
Senior Account Executive
Sales Consultant
Director of Sales and Business Development
Senior Director of Sales, US
Boston University Questrom School of Business
Tufts University
Recommendations: 5
Strategic Financial Planning
Lead Generation
Mobile Advertising
Analytics
Digital Marketing
Marketing
Start-ups
Mobile Devices
s****[email protected]
Peter Stanitsas
Senior Analyst, Investment Management Applications
Greater Boston Area
Senior Analyst, Investment Management Applications
Client Relationship Manager
Investment Application Consultant
Financial Advisor
Compliance Analyst
Data Analyst
Client Account Manager
Custody Analyst
Mount Ida College
Recommendations: 5
SQL
Charles River IMS
Portfolio Management
Oracle SQL
Sybase
Bloomberg
Reuters
Barclays Point
p****[email protected]
Robert (RJ) Julian III, MBA
Director of Marketing and Design
Greater Boston Area
Director of Marketing and Design
Director of Marketing and Business Development
Director of Marketing / Assistant General Manager
Financial Advisor - The Vanech Group
Associate
Research Assistant
Head of Marketing & Business Development
Head of Marketing & Design
Marketing Manager / Concession Supervisor
VP of Marketing / Design
Bentley University
University of Massachusetts at Lowell
Recommendations: 5
Marketing
Marketing Strategy
Social Media
Business Development
Market Research
Investment Strategies
Strategy
Social Media Marketing
Paul Smith, AIF
NAPLIA / Senior Vice President - Investment Advisory Division
Greater Boston Area
NAPLIA / Senior Vice President - Investment Advisory Division
Regional Vice President
Vice President - Business Development Group
Regional Consultant
Financial Advisor
University of Massachusetts, Amherst
Recommendations: 5
p*****@naplia.com
s****[email protected]
Michael Santomassimo
Financial Advisor
Greater Boston Area
Financial Advisor
Production Manager/VP
Business to Business Manager
Branch manager
Team Leader
Loan Officer
Signalman Supervisor
University of Central Florida
Recommendations: 5
s*****@comcast.net
Mark Swiderski
Senior Sales Account Executive
Greater Boston Area
Senior Sales Account Executive
Senior National Sales Executive
Financial Advisor
Owner | Sales Executive
VP National Bank Sales
Executive Vice President Sales
Managing Director Sales Marketing
Vice President National Sales
National Sales Account Executive
Institutional Sales Marketing Executive
State University of New York College at Plattsburgh
Recommendations: 4
Wealth Management
Financial Services
Portfolio Management
Asset Management
Banking
Investment Management
Software Solution Sales
Strategic Selling Skills
m****[email protected]
Andrew (Milian) Grande, LUTCF
Agent Principal
Greater Boston Area
Agent Principal
Personal Insurance Agent
Vice President - Business Development
Financial Advisor
Fixed Income Trader
University of Massachusetts Dartmouth
The American College
Recommendations: 4
Insurance
Fundraising
Social Media
Strategic Planning
Marketing Strategy
Event Planning
Business Strategy
Coaching
a****[email protected]
Michael LaPia
Account Executive New England & Eastern Canada
Greater Boston Area
Account Executive New England & Eastern Canada
Senior Account Executive
Sales Executive
Company Name
Owens & Minor
Independent Financial Advisor
Worcester State University
Cambridge College
Recommendations: 4
m****[email protected]
m****[email protected]
Stephen H. Boyle
Finance Director
Greater Boston Area
Finance Director
Controller
Financial Advisor
Northern Hemisphere Controller
Director of Finance & Administration
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire - Whittemore School of Business & Economics
Naperville North High School
Recommendations: 4
Forecasting
Accounting
Financial Analysis
Management
Finance
Strategic Financial Planning
Analysis
Budgets
s****[email protected]
Steve Wilder
Manager Franchise Recruiting and Engagement
Greater Boston Area
Manager Franchise Recruiting and Engagement
Regional Director, Practice Mangement Consulting
Wealth Management Academy Specialist
Director
Financial Advisor
Apprentice
IT Buyer
The University of Dallas
The University of Dallas
Humboldt University of Berlin
University of Düsseldorf
The University of Kiel
Cistercian Prep
Recommendations: 4
Wealth Management
Process Improvement
Strategic Financial Planning
Series 7
Portfolio Management
Strategic Planning
Budgets
Investments
n****[email protected]
Mary Beth Gilroy
Portfolio Specialist
Greater Boston Area
Portfolio Specialist
Client Manager
Retirement Solutions
Investment Solutions Representative
Financial Representative
Financial Advisor
Vice President, Director of Operations
Vice President, Database Analysis
Team Leader, Database Analysis
Project Manager
Public Accountant-Auditor
Office Manager
Supervisor, Inpatient Financial Services
Suffolk University
Southern New Hampshire University
Southern New Hampshire University
Recommendations: 4
m****[email protected]
Greg Mangan
Web Developer
Greater Boston Area
Web Developer
Director, Technical Services
Principal Engineer
Principal Engineer
Engineering Manger / Principal Engineer
Software Engineering Manager
Senior Consultant
Financial Advisor
Principal Software Engineer
Consulting Software Engineer
Lead Developer, Server
Penn State University
Recommendations: 3
HTML
Web Development
JavaScript
Software Development
PHP
Java
Common Lisp
C
m****[email protected]
Leo Ryan
Market Executive
Greater Boston Area
Market Executive
Co-Host
VP Business Development
Business Development Manager Energy Efficiency and Carbon Solutions
Business Development Associate
Principal
Financial Advisor
Senior Consultant
University of Massachusetts Lowell
Fairfield University
Boston College High School
Alliance Francaise
Recommendations: 3
Smart Grid
Direct Sales
Contract Negotiation
Lead Generation
CRM
Sales Management
Market Development
CXO
l****[email protected]
Seung Choi, P.E.
Nuclear Product Engineering Consultant
Greater Boston Area
Nuclear Product Engineering Consultant
Licensing Project Manager
President/Founder
AP1000 Nuclear Plants Licensing and Regulatory Affairs
Assistant to Chief Engineer/Principal Engineer/Project Engineering Manger
Senior Nuclear Mechanical Systems Engineer
Engineering Manager/Senior Nuclear Mechanical Systems Engineer
Financial Advisor
Director - Nuclear Safety Emergency Preparedness Program and Department of Environmental Protection
Harvard University
Northwestern University
Hanyang University
Recommendations: 3
Nuclear
Energy
Nuclear Engineering
Project Engineering
Power Plants
Engineering
Engineering Management
Power Generation
s****[email protected]
Elena Levin, MBA, PMP, CISA
Initiatives Manager
Greater Boston Area
Initiatives Manager
Project and Program Audit Lead
Lead Control Analyst
Senior Fund Accountant
Financial Advisor Assistant
Research Analyst
Economic Data Analyst
Southern New Hampshire University
Kazanskij Gosudarstvennyj Universitet
Justus-Liebig-Universität Giessen
Recommendations: 3
e****[email protected]
Lauren Himml
Business Intelligence Analyst
Greater Boston Area
Business Intelligence Analyst
Director, Consulting Services
Principal
Director, Measurement
Director, Consumer Insights
Client Relations Manager
Financial Advisor
Market Research Manager
Market Research Manager
Market Research Director
Research Director
Simmons College
Recommendations: 3
Qualitative Research
Customer Insight
Quantitative Research
Survey Design
Focus Groups
Data Analysis
Strategy
Interviews
l****[email protected]
l****[email protected]
Colleen (Odlum) Magri
Vice President, Market Data Manager
Greater Boston Area
Vice President, Market Data Manager
Market Data Manager
Market Data Consultant
Personal Financial Advisor
Market Data Specialist
Boston College
Recommendations: 3
Vendor Management
Reference Data
Trading Systems
Market Data
Financial Services
Portfolio Management
Project Management
Financial Markets
c****[email protected]
Daniel Rivers
Co-Founder, Managing Director
Greater Boston Area
Co-Founder, Managing Director
Vice President
President
Financial Advisor
Vice President, Private Client Financial Advisor
Director of Sales East Region
Sales Director- Consumer Banking & Finance
Regional Director of eBusiness Development & Financial Services
Vice President
Dartmouth College
The Roxbury Latin School
Recommendations: 2
Investments
Asset Management
Securities
Insurance
Wealth Management
Film Finance
Private Equity
Ventuire Capital
d****[email protected]
d****[email protected]
John Griffith
Football Coach Defensive Line
Greater Boston Area
Football Coach Defensive Line
Portfolio Specialist
Assistant Vice President, Financial Advisor
Sales Director
Financial Advisor
Member Services
Herritage House
Bond University
University of Maine
Souhegan High School
Recommendations: 2
Investments
Fixed Income
Bonds
Portfolio Management
Securities
Asset Allocation
Mutual Funds
Financial Analysis
j****[email protected]
Barbara Maitland
Financial Advisor
Greater Boston Area
Financial Advisor
Financial Advisor
Senior Partner
Director
Women's coach
Salem State College
Southern Connecticut State University
Recommendations: 2
Investments
Retirement Planning
Retirement
401k
Portfolio Management
Asset Allocation
Fixed Annuities
Estate Planning
b****[email protected]
Nicholas Melendez
Talent Acquisition Partner
Greater Boston Area
Talent Acquisition Partner
Senior Recruiter
Talent Acquisition Specialist
Financial Advisor (Pre-Contract - Training only)
Recruiter
St. John's University
Recommendations: 2
Applicant Tracking Systems
Talent Acquisition
Technical Recruiting
Sourcing
Recruiting
Internet Recruiting
Onboarding
Benefits Negotiation
n****[email protected]
Dmitry Frenklakh
Agent
Greater Boston Area
Agent
Financial Advisor
Investment Assistant
Chess Coach
Chess Coach
Chess Coach
Chess Coach
Chess Coach
University of Massachusetts Boston
Recommendations: 2
Retirement Planning
Fixed Annuities
Investments
Estate Planning
Small Business
Life Insurance
Education funding strategies
Life Time Income Strategies
d****[email protected]
Steve Johnson
Financial Advisor to Technology Companies
Greater Boston Area
Financial Advisor to Technology Companies
Interim CFO
CFO, Executive VP, Treasurer
Chief Financial Officer
Babson College
University of New Hampshire - Whittemore School of Business and Economics
Recommendations: 2
Business Strategy
Venture Capital
Mergers & Acquisitions
Start-ups
IPO
Revenue Recognition
SaaS
Internal Controls
s****[email protected]
Erin Walker Durkee
Compliance Analyst, Marketing Review
Greater Boston Area
Compliance Analyst, Marketing Review
Agency Standards Consultant
Field Compliance Supervisor and Registered Principal
Associate Financial Advisor, Paraplanner
Financial Advisor
Fine Paper Merchandiser
Hood College
Hood College
Recommendations: 2
Microsoft Excel
Training
Leadership
Risk Management
Financial Planning
Strategic Financial...
Financial Services
Fixed Annuities
e****[email protected]
Patrick Maloney
President
Greater Boston Area
President
CFO
Director of Finance
Financial Advisor
Financial Advisor
Web Developer
Systems Administrator Intern
Northeastern University
Recommendations: 2
Procurement
Freight
Invoicing
Cash Flow
Accounts Receivable
Accounting
Negotiation
Contract Negotiation
p****[email protected]
p****[email protected]
Benjamin CAIA
Managing Director/Investment Solutions Executive
Greater Boston Area
Managing Director/Investment Solutions Executive
Managing Director, Investment Oversight Executive
Senior Vice President, Senior Investment Analyst
Investment Analyst
Financial Advisor
Intern
Boston University
Connecticut College
St. Johns Preparatory School
Recommendations: 2
Quantitative Analysis
Due Diligence
Risk Management
Alternative Investments
Process Improvement
Investment Modeling
Asset Allocation
Investment Strategies
b****[email protected]
b****[email protected]
Erich Ingram, MBA
Associate Director of Leadership Giving
Greater Boston Area
Associate Director of Leadership Giving
Vice President of Operations
Financial Advisor
Financial Advisor
Unit Manager
Senior Operations Specialist IRA Department
Bentley College - Elkin B. McCallum Graduate School of Business
Dickinson College
Apponequet High School
Recommendations: 2
Mutual Funds
Risk Management
Insurance
Financial Services
Vendor Management
Operations Management
Securities
Team Leadership
r****[email protected]
Kevin Foley, CFE, PCI
Fraud Prevention and Detection Consultant
Greater Boston Area
Fraud Prevention and Detection Consultant
Sr. Fraud Investigator
Customer Support Consultant
Financial Advisor
University of Dayton
Alter
Recommendations: 2
Fraud
Private Investigations
Analysis
Investigation
Risk Management
Risk Assessment
Financial Risk
Due Diligence
k****[email protected]
Michael Corliss
Senior Vice President - Private Client Advisor II
Greater Boston Area
Senior Vice President - Private Client Advisor II
Managing Director - Private Banking
Vice President - Banking & Lending Sales Specialist
Director - Regional Lending Manager
Senior Associate - Investment Banking
Senior Business Consultant
Associate Vice President
Financial Advisor
Boston University Graduate School of Management
Boston University Questrom School of Business
Recommendations: 2
Private Banking
Banking
Wealth Management
Financial Services
Business Strategy
Business Development
LBO
Investment Banking
m****[email protected]
Chris Hartery
Financial Advisor Trainee
Greater Boston Area
Financial Advisor Trainee
Research Associate
Assistant Baseball Coach
Independent Professional Baseball Player
Account Executive
Mail Handler
Marketing Intern
Intern
Colby Sawyer College
Billerica Memorial High School
Recommendations: 2
Cold Calling
Siebel
Microsoft Excel
Microsoft Word
Gmail
Sales Operations
Building Relationships
Networking
c****[email protected]
Broghan Miller
Marketing Associate
Greater Boston Area
Marketing Associate
Senior Account Executive
Small Business Consultant
Financial Advisor Associate
Direct Response Team Intern
Captain
Universitat Pompeu Fabra
Southern Connecticut State University
Rutgers University
Recommendations: 1
Marketing
Team Leadership
Sales
Management
Time Management
Human Resources
Finance
Leadership
b****[email protected]
Andrew Cullivan
Product Specialist, Quantitative Analytics
Greater Boston Area
Product Specialist, Quantitative Analytics
Consultant
Financial Advisor Intern
Financial Aid Assistant
Wealth Management Intern
Chef
Ice Hockey Official
Bentley University
Plymouth North High School
Recommendations: 1
PowerPoint
Morningstar
Microsoft Excel
Customer Service
Financial Modeling
Financial Markets
Analysis
Finance
a****[email protected]
Curtis Romboli
Strategic Account Executive
Greater Boston Area
Strategic Account Executive
Strategic Account Manager
Cloud Solutions Sales Specialist
Large Enterprise Account Manager
Account Executive
Account Executive
Regional Sales Manager, Southeast US
Southeast Regional Sales Mgr. (Acquired by EMC-Recoverpoint Sales)
Financial Advisor
Professional Baseball Player
Account Executive
Boston College
Recommendations: 1
Solution Selling
SaaS
Enterprise Software
Channel
Cloud Computing
Salesforce.com
Professional Services
Channel Partners
c****[email protected]
Gregory J. McLean
Vice President
Greater Boston Area
Vice President
Regional Vice President
Senior Financial Advisor-Wealth Management
Financial Advisor
Senior Investment Sales Specialist
Senior Internal Wholesaler
Saint Michael's College
Brewster Academy
Recommendations: 1
Series 7
Mutual Funds
Asset Managment
Alternative Investments
Training
Equity Trading
Investments
Strategic Financial...
g****[email protected]
Michael Wabrek
Program Management – Foreign Military Sales (FMS) – Middle East
Greater Boston Area
Program Management – Foreign Military Sales (FMS) – Middle East
Lieutenant Colonel
Commanding Officer
Financial Advisor
Financial Advisor
Norwich University
New Preparatory School, Cambridge, MA
Tilton School, NH
Randolph High School, MA
Recommendations: 1
Command
Military
Security Clearance
DoD
Tactics
National Security
Organizational...
Operational Planning
w****[email protected]
m****[email protected]
Daisy (Cerritos) Wizda
Instructional Designer
Greater Boston Area
Instructional Designer
Nursing@Simmons Academic Advisor
Senior Student Services Coordinator
Student Services Coordinator
Financial Advisor
Clerical Assistant
University of Massachusetts Boston
Boston University Metropolitan College
Boston University College of Communication
Recommendations: 1
E-Learning
Distance Learning
Higher Education
Instructional Design
Educational Technology
Adult Education
Student Affairs
Social Media
Devin Chapman Clark
Financial Services and Reporting Consultant
Greater Boston Area
Financial Services and Reporting Consultant
Insurance and Finance Advisor
Business Development Consultant
Financial Advisor
Financial Operations Analyst
Assistant Store Manager
Drew University
County College of Morris
Recommendations: 1
Investments
Fixed Income
Hedge Funds
Structured Products
Retirement Planning
Business Development
Bonds
Series 7
d****[email protected]
Tim Tognacci
Inbound Team Manager
Greater Boston Area
Inbound Team Manager
Account Specialist
New Sales Representative
Customer Advocate
Financial Advisor
Operations Manager
Certified Sales Representative
Merrimack College
Recommendations: 1
Retail
Sales
Customer Service
Microsoft Office
Communication Skills
Organization
Motivation
Technology
t****[email protected]
Samira Benchikhi
VP, Treasury Sales Officer
Greater Boston Area
VP, Treasury Sales Officer
Financial Advisor
Team Leader - EMEA
Sales
St Thomas Aquinas College, NY
Recommendations: 1
Banking
Treasury Management
Treasury Services
Payments
Foreign Languages
Electronic Payment Solutions
Commercial Banking
Management
s****[email protected]
Michael Melignano
Senior Vice President
Greater Boston Area
Senior Vice President
Vice President
Financial Advisor
Institutional Sales
Managing Director
Senior Vice President
Harvard Business School
Columbia College (NY)
Recommendations: 1
Securities
Equities
Financial Modeling
Capital Markets
Fixed Income
Investments
Equity Research
Bloomberg
m****[email protected]
Christian Paquette
Global Account Manager
Greater Boston Area
Global Account Manager
Account Manager- Focus Global Accounts
Senior Account Executive
Financial Advisor
Equity Trader
Broker Services Representitive
Temple University
Recommendations: 1
Strategic Partnerships
Key Account Relationship Management
Financial Markets
Forecasting
Sales Process
CRM
B2B
Enterprise Software
c****[email protected]
Kira Connors (Dietrich)
Fixed Income Analyst
Greater Boston Area
Fixed Income Analyst
Fixed Income Summer Analyst
Advanced Financial Advisor
Coach
Cornell University - S.C. Johnson Graduate School of Management
Cornell University
Recommendations: 1
Investments
Portfolio Management
Fixed Income
k****[email protected]
David DeCelle
Director / Financial Advisor
Greater Boston Area
Director / Financial Advisor
CEO
Co-Founder
Intern
Bryant University
St. John's Preparatory High School
Recommendations: 1
Strategy
Time Management
Customer Service
Sales
Long-term Care
Asset Allocation
Portfolio Management
Asset Management
d****[email protected]
d****[email protected]
Anthony Puopolo
Sr. Program Manager
Greater Boston Area
Sr. Program Manager
Sr. Financial Advisor
Investment Representative
Financial Advisor
Empire State College
Pope John XXIII High School
Recommendations: 1
Portfolio Management
Risk Management
Asset Management
Investments
Strategic Financial Planning
Mutual Funds
Retirement Planning
Financial Advisory
a****[email protected]
Tumelano Chapman
Contract Operations Supervisor
Greater Boston Area
Contract Operations Supervisor
Finance Supervisor - Billing
Finance Supervisor - Product Pricing
Operations Supervisor
Team Lead
Level II
Financial Assistant
Student Intern - Donor Relations
Financial Advisor Assistant
Research Analyst
Intern
Researcher
Boston University - School of Management
Hamilton College
The Taft School
Maru-a-Pula School
Recommendations: 1
Microsoft Excel
PowerPivot
Financial Analysis
Management
Project Management
PowerPoint
Finance
Research
t****[email protected]
John CFA
Finance Director: Products, Technology, Marketing & Sales
Greater Boston Area
Finance Director: Products, Technology, Marketing & Sales
Finance Director - Global Sales
Director - Asia Pacific Business Initiatives
Director of Corporate Financial Analysis and Planning
Manager Corporate Financial Planning & Analysis
Financial Advisor
Senior Financial Analyst
Business Design Analyst
Suffolk University - Sawyer School of Management
Suffolk University
Recommendations: 1
Strategic Financial Planning
Financial Analysis
Process Improvement
Finance
SAP
Hyperion Enterprise
Business Strategy
Financial Modeling
j****[email protected]
Alvaro Reig Balaguer
Team Lead
Greater Boston Area
Team Lead
Financial Analyst
Auditing Intern
Financial Advisor
Banking Products Sales Representative
Accounting Intern
American Management Assosiation
University of Valencia
Universitat Jaume I
Recommendations: 1
Microsoft Office
Accounting
Auditing
Investments
Excel
Customer Relations
Financial Analysis
Financial Reporting
a****[email protected]
Peter Giordano III, MBA
Financial Analyst, Office of Financial Strategy and Planning
Greater Boston Area
Financial Analyst, Office of Financial Strategy and Planning
Financial Analyst, Special Projects
Financial Analyst
Financial Consultant
Licensed Investment Specialist
Financial Advisor Intern
Harvard University
Bryant University
Bryant University
Recommendations: 1
Financial Analysis
Finance
Business Strategy
Accounting
Microsoft Office
Investments
Consulting
Teamwork
p****[email protected]
Phil Mahoney
Financial Advisor
Greater Boston Area
Financial Advisor
Special Education Assistant
Vice President, Equity Trading
Partner, Equity Trading
Senior Vice President, Equity Trading
Infantry Officer
Vice President, Equity Trading
Equity Trader
Cornell University
Recommendations: 1
Finance
Retirement Planning
Mutual Funds
Wealth Management
Estate Planning
Variable Annuities
Fixed Annuities
Life Insurance
p****[email protected]
Sina Goldberg
VP/COO
Greater Boston Area
VP/COO
Instructor
Financial Advisor
Account Executive
Account Executive
Brandeis University
Newton South
Recommendations: 1
Finance
Portfolio Management
Financial Services
Insurance
Investments
Loans
Securities
Gap Analysis
s****[email protected]
John Gaffney
Vice President, New Business Development
Greater Boston Area
Vice President, New Business Development
Financial Advisor
Bentley University
Lansdale Catholic High School
Recommendations: 0
Executive Pay
Human Resources
Long Term Care Insurance
Financial Services
Employee Benefits
Voluntary Employee Benefits
Key Person Life & Disability Insurance
Retirement Planning
j****[email protected]
Adam Riegel
Financial Advisor
Greater Boston Area
Financial Advisor
Tour Guide
Harvard University
Walpole High School
Recommendations: 0
Investments
Finance
Strategic Financial Planning
Financial Modeling
French
Retirement Planning
Insurance
Retirement
r****[email protected]
Kevin J. Queally, CRPC®
Family Wealth Director, Senior Portfolio Management Director, Senior Vice President, Wealth Advisor
Greater Boston Area
Family Wealth Director, Senior Portfolio Management Director, Senior Vice President, Wealth Advisor
Senior Vice President, Financial Advisor
Manager
Boston College - Wallace E. Carroll Graduate School of Management
Recommendations: 0
k****[email protected]
k****[email protected]
Scott Stanwood
Financial Advisor, The Cafaro Group
Greater Boston Area
Financial Advisor, The Cafaro Group
Director of Sales
VP Sales Trading
VP Sales Trading
Sales Trader
VP Sales Trading
Colby College
Beverly High School
Recommendations: 0
Series 7
Series 63
Trading
Equities
Hedge Funds
FINRA
Mutual Funds
Finance
s****[email protected]
Steven Rosen
Managing Director
Greater Boston Area
Managing Director
Managing Director
Associate Director
Financial Advisor
Financial Advisor
Audit
University of Vermont
Recommendations: 0
Hedge Funds
Equities
Alternative Investments
Asset Management
Capital Markets
Equity Research
Financial Modeling
Investments
s****[email protected]
Richard Parnigoni, CRPC
Financial Advisor
Greater Boston Area
Financial Advisor
Boston University
Recommendations: 0
p****[email protected]
r****[email protected]
Eric Ambrette
Leadership Gift Officer, East Coast
Greater Boston Area
Leadership Gift Officer, East Coast
Associate Director of Institutional Advancement
Financial Advisor
Alumni Officer
Middlebury College
Recommendations: 0
Fundraising
Higher Education
Non-profits
Philanthropy
Strategic Planning
Event Planning
Prospect Development
Relationship Development
a****[email protected]
e****[email protected]
Michael Kiziuk
Vice President Financial Advisor
Greater Boston Area
Vice President Financial Advisor
Villanova University
Boston College High School
Recommendations: 0
m****[email protected]
Michael Durgin
Senior Vice President, Municipal Sales
Greater Boston Area
Senior Vice President, Municipal Sales
Financial Advisor, Vice President
Executive Director
Vice President
Sales
Harvard University
St. John's Prep
Recommendations: 0
Series 63
Alternative Investments
Mutual Funds
Investments
Equities
Asset Managment
Asset Allocation
Portfolio Management
m****[email protected]
Mark Everett
Wealth Management - Financial Advisor
Greater Boston Area
Wealth Management - Financial Advisor
Company Name
Fidelity Investments
Boston College, Boston University
Boston University
Boston College
Recommendations: 0
Series 7
Series 63
Wealth Management
Retirement Planning
Asset Allocation
ETFs
401k
Investments
m****[email protected]
Leon Liu
Financial Advisor
Greater Boston Area
Financial Advisor
Northeastern University
Rensselaer Polytechnic Institute
Brighton High School
Recommendations: 0
Financial Analysis
Investments
Finance
Personal Financial Planning
Retirement Planning
Strategic Financial Planning
Insurance
Analysis
l****[email protected]
Tad Beagley
Financial Advisor
Greater Boston Area
Financial Advisor
Roger Williams University
Recommendations: 0
t****[email protected]
patrick sweetra
Solutions Consultant
Greater Boston Area
Solutions Consultant
Financial Advisor
investments
Financial Advisor
University of Massachusetts, Amherst
UMass Lowell
Recommendations: 0
Business Analysis
Financial Services
Fixed Income
Mutual Funds
Portfolio Management
Equities
Analysis
CRM
p****[email protected]
John Gardner, CFA
Financial Advisor
Greater Boston Area
Financial Advisor
Financial Advisor
Investment Advisor
Senior Investment Analyst
Chief Investment Manager
Instructor
Lecturer
Fixed Income Portfolio Manager
Suffolk University - Sawyer Business School
Recommendations: 0
Asset Allocation
Fixed Income
j****[email protected]
Frank Westerhoff, CFP®
Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Greater Boston Area
Financial Advisor, CERTIFIED FINANCIAL PLANNER™
Owner
Sales and Marketing
Engineer
Engineer
Engineer
The American College
Babson College
Northestern University
Recommendations: 0
f****[email protected]
Brian Lannigan
Financial Advisor, Vice President, C.F.P, C.R.P.S & C.R.P.C.
Greater Boston Area
Financial Advisor, Vice President, C.F.P, C.R.P.S & C.R.P.C.
Financial Consultant, Vice President
Financial Advisor
Senior Financial Consultant, Vice President
Customer Service Associate
Sales and Services Specialist
Framingham State College
Boston University - Metropolitan College
Recommendations: 0
Series 7
Mutual Funds
Investments
Wealth Management
Retirement Planning
Finance
Financial Advisory
Fixed Income
b****[email protected]
b****[email protected]
Kimberlee Bowman
Vice President, Executive recruiter
Greater Boston Area
Vice President, Executive recruiter
Principal Recruiter Financial Services, Insurance Asset Management
Recruiter
Contract Recruiter
financial advisor
financial advisor
financial advisor
Financial Advisor
bond desk
Boston College
Canisius College
Recommendations: 0
Investment Advisory
Recruiting
Portfolio Management
Insurance
Leadership
Management
Executive Search
Employee Benefits
k****[email protected]
Anthony Mancini
Financial Advisor / Vice President
Greater Boston Area
Financial Advisor / Vice President
Vice President - Financial Advisor
Regional Sales Manager
Consultant
Attorney
Massachusetts School of Law
University of Massachusetts at Lowell
Recommendations: 0
a****[email protected]
a****[email protected]
Jiles Robinson
Financial Advisor
Greater Boston Area
Financial Advisor
Internal Wholesaler
Boston University
Recommendations: 0
Mutual Funds
Series 63
Retirement Planning
Wealth Management
401k
Series 6
Series 65
Retirement
j****[email protected]
j****[email protected]
Mike Talley
VP - Financial Consultant
Greater Boston Area
VP - Financial Consultant
AVP - Financial Solutions Advisor
AVP - Banking Center Manager II
Senior Software Engineer
Financial Advisor
Senior Front End Web Developer
Web Development Immersive Student
Bentley University
General Assembly
Recommendations: 0
Web Development
JavaScript
Ruby on Rails
Angular JS
Ruby
Banking
Finance
Strategic Financial Planning
m****[email protected]
Paul Reardon
Financial Advisor
Greater Boston Area
Financial Advisor
Financial Advisor
Providence College
Recommendations: 0
p****[email protected]
Andrew Morehouse, CRPC®, AAMS®
Financial Planning Consultant
Greater Boston Area
Financial Planning Consultant
Registered Representative
Personal Banker
Financial Representative Resource Coordinator
Financial Advisor / Internal Investment Consultant
Advisory Transition Project / Investment Operations Associate
University of Vermont
Universidad de Sevilla
Recommendations: 0
a****[email protected]
Doug Gage ChFC®, CLU®
Financial Advisor and Franchise Owner
Greater Boston Area
Financial Advisor and Franchise Owner
University of New Hampshire
American College
Recommendations: 0
d****[email protected]
Edward Radler
Financial Advisor
Greater Boston Area
Financial Advisor
Northeastern University
Florida State University
Recommendations: 0
e****[email protected]
Basil T.
Managing Partner & Founder
Greater Boston Area
Managing Partner & Founder
Partner
Financial Advisor
Financial Advisor
Managing Director
Babson College
Bentley College
Deree College
Recommendations: 0
Funding
Venture Capital
Alternative Investments
Investment Strategies
Wealth Management
International Business
Strategy Development
Negotiation
b****[email protected]
Mark Paone
Financial Advisor, Vice President - Investments
Greater Boston Area
Financial Advisor, Vice President - Investments
Financial Advisor, Corporate Retirement Director
Regional Sales Director
Retirement Specialist
Bates College
Recommendations: 0
m****[email protected]
Jeff LaVallee
Manager
Greater Boston Area
Manager
Financial Advisor
Lehigh University - College of Business and Economics
Recommendations: 0
Account Management
Budgets
Business Development
Customer Service
Food
Food Safety
Forecasting
Investments
j*****@lavallees.com
Craig Moquin, CLU®, ChFC®
Financial Advisor
Greater Boston Area
Financial Advisor
Recommendations: 0
Insurance
Retirement Planning
Mutual Funds
Strategic Financial...
Long-term Care
Series 63
Series 7
Estate Planning
c****[email protected]
Andrew Orpik
Advisor
Greater Boston Area
Advisor
Financial Advisor
Professional Hockey Player
Marketing Research Intern
Boston College
Boston College - Wallace E. Carroll Graduate School of Management
Thayer Academy
Recommendations: 0
Commercial Real Estate
Real Estate Transactions
Tenant Representation
Capital Markets
Sales
Uniform Combined State Law
Marketing
Due Diligence
a****[email protected]
Michael J. Murphy
Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Greater Boston Area
Senior Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Boston College
Boston College High School
Recommendations: 0
m****[email protected]
Erica Zhen
Vice President, International Financial Advisor
Greater Boston Area
Vice President, International Financial Advisor
The George Washington University
University of Massachusetts Boston
Recommendations: 0
e****[email protected]
Christine Armstrong
Executive Director - Wealth Management - Financial Advisor
Greater Boston Area
Executive Director - Wealth Management - Financial Advisor
volunteer
FINRA Arbitrator
Corporate Executive Council
Seattle University School of Law
Ohio State University
University of Arizona
Recommendations: 0
c****[email protected]
c****[email protected]
Stefne Lynch
Director of Key Accounts
Greater Boston Area
Director of Key Accounts
Relationship Manager
Annuity Sales Program Manager
Project Manager
Annuity Regional Sales Director
Annuity Internal Wholesaler
Business Development Associate
Financial Consultant
Financial Advisor
Smith College
The Academy of St Joseph
Recommendations: 0
Retirement
Mutual Funds
Strategic Financial Planning
Series 63
Fixed Annuities
Resource Management
Estate Planning
Financial Advisory
s****[email protected]
Benjamin Ramsey
Solar Account Manager
Greater Boston Area
Solar Account Manager
Financial Advisor
Brigham Young University
Recommendations: 0
Financial Planning
Retirement Planning
Wealth Management
Retirement
Mutual Funds
Series 7
Investments
Investment Advisory
b****[email protected]
Sarah Porter
Senior Vice President, Financial Advisor
Greater Boston Area
Senior Vice President, Financial Advisor
Financial Advisor
Prudential Financial
Recommendations: 0
s****[email protected]
