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Securities Clerks in Massachusetts

Securities Clerks in Boston, MA

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Here is a complete list of nearly all experienced Securities Clerks in Boston, MA.

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57 results found

Kirsten Snow Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Director • Operations Manager • Chief Executive • Sales Support • Regional Sales Consultant • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent • Marketing Professional • Advertising Sales Agent • Business Administrator

Experience & Education

Position:
Securities Trader, Consultative Sales at Kirsten Snow
Title:
Seeking new opportunity in consultative sales
Location:
Greater Boston Area
Industry:
Wholesale
Work history:
Kirsten Snow Securities Trader, Consultative Salessince 2010Hallmark Institute of Photography Director of Alumni Relations2007 - 2009
Full Profile

Fran Linnehan Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Program Director • Founder • Chief Executive Officer • Operations Manager • Founding Member • Chief Executive • Corporate Executive • Captain • Instructor • Pedagogue • Author • Information Technology Specialist • IT Specialist • Marketing Manager • Group Manager • Project Managers • Marketing Administrator • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Human Resources Specialist • Recruitment • Certified Nurse Aide • Nurse • Nurse Practitioner • Project Manager • Advisor • Analysts • Water Transportation Worker

Experience & Education

Position:
Founder & CEO at Down Under Diving Ventures, Inc.
Title:
Global Services Sales Professional | Operations | Program Manager | Business Planning | Service Marketing
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Down Under Diving Ventures, Inc. Founder & CEOsince 1984Boston Hill Advisors - Andover, MASecurities Trader2009 - 2012
Skills:
Program Management, Business Process, IT Service Management, Cross-functional Team Leadership,...
Full Profile

Timothy Labonville Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Representative • Leader • Managers • Client Service Officer • Army Sergeant • Team Leader • Operations Manager • Instructor • Pedagogue • Doctor of Physical Therapy • Bachelor of Science • Physical Therapist • Physical Therapists • Psychology Specialist • Psychologist • Computational Scientist • Computer Scientists • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Financial Representative at Fidelity Investments
Title:
Financial Representative/ Investments
Location:
Greater Boston Area
Industry:
Military
Work history:
Fidelity Investments - MerimackFinancial Representativesince Feb 2012United States Marine Corps OPERATIONS TRAINERJun 2007 - Apr 2009
Skills:
Human Resources, Military, Leadership, Management, Security Management, Emergency Management,...
Series 7/63 securities trader
Full Profile

Kimberly Jones Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Vice President • Chief Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Head of US Relationship Management Reporting at State Street Global Advisors
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
State Street Global Advisors Vice President - Head of US Relationship Management ReportingBoston Trust & Investment Management Company Assistant Securities TraderJan 1997 - Aug 2000
Full Profile

Jennifer Pike Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Director of Operations • Operations Manager

Experience & Education

Work

Company:
Wells fargo advisors
Equity securities trader
Company:
Wells fargo advisors
Operations supervisor

Skills

Risk management, operations management, Bloomberg OMS, Sungard Brass, Thomson Reuters BETA OMS,...
Full Profile

Scott Pihl Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Independent Contractor • Contractor • Sales Representative • Sales Agent • Independent Business Owners • Business Consultant • Advisor • Bachelor of Science • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Graphic Designer

Experience & Education

Position:
Securities Trader at Self Employed
Title:
Securities Trader
Location:
Greater Boston Area
Industry:
Capital Markets
Work history:
Self Employed - Boston, MASecurities Tradersince Jan 2012Google Senior Enterprise Application Sales RepresentativeFeb 2011 - Jan 2012
Skills:
Intraday Trading, Contract Negotiation, Team Leadership, Sales Management, Business Development,...
Certifications:
Series 56, FINRA
Full Profile

Joe Cargile Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk

Experience & Education

Title:
Securities Trader at Cadence Capital Management
Location:
Greater Boston Area
Industry:
Investment Management
Full Profile

Elton Urumi Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk

Experience & Education

Position:
General Securities Trader at John Hancock/Manulife Global Network
Location:
Greater Boston Area
Industry:
Banking
Work history:
John Hancock/Manulife Global Network General Securities Trader
Full Profile

Stan Smith Boston, MA

Professions & Specialties

Securities Clerk • Equity Trader • Brokerage Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Assistant Vice President • Board Member • Chairperson • Vice President • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Equity Trader, Assistant Vice President at State Street, President of the Board of Directors at...
Title:
Securities Trader, Assistant Vice President
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
State Street - Greater Boston AreaEquity Trader, Assistant Vice Presidentsince Oct 2010Oasis Education Corporation - Pass Christian, MSPresident of the Board of Directorssince Jun 2013
Languages:
French
Certifications:
Series 7, 24, 63, FINRA
Full Profile

Richard Boltrus Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk

Experience & Education

Title:
Securities Trader
Location:
Greater Boston Area
Industry:
Investment Management
Full Profile

Matthew Benfer Boston, MA

Professions & Specialties

Securities Clerk • Trader • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Analyst • Business Administrator • Analysts • Credit Analyst • Loan Accountant • Operations Manager • Accounting Bookkeeper • Bookkeeper • Research Assistant

Experience & Education

Position:
Analyst and Securities Trader at Longfellow Investment Management Co.
Title:
at Longfellow Investment Management Co.
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Longfellow Investment Management Co. Analyst and Securities Tradersince Jun 2009Boston College Carroll Graduate School of Management StudentSep 2007 - Feb 2010
Languages:
Spanish
Full Profile

Michael Romano Boston, MA

Professions & Specialties

Trader • Securities Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trader at Commonwealth Financial Network
Title:
Fixed Income/Securities Trader
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commonwealth Financial Network Tradersince Nov 2008John Hancock Trader2004 - 2008
Full Profile

Jack Morefield Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Fine Art Professional • Arts and Crafts Specialist • Art Professional • Arts Professional • Craft Artist

Experience & Education

Position:
Securities trader at Ropes & Gray LLP
Title:
Fine Art Professional
Location:
Greater Boston Area
Industry:
Arts and Crafts
Work history:
Ropes & Gray LLP Securities tradersince 2001
Full Profile

Robert Corvino Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Financial Services Professional • Financial Services Sales Agent • Client Manager • Client Service Officer • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Customer Service • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Securities Trader at Signature Financial Partners, LLC a member of John Hancock Financial...
Title:
General securities trader Signator Investors
Location:
Greater Boston Area
Industry:
Banking
Work history:
Signature Financial Partners, LLC a member of John Hancock Financial Network - BostonGeneral Securities Tradersince Mar 2010Bank of America AVP Premier Client ManagerSep 2008 - Feb 2010
Full Profile

David Murray Boston, MA

Professions & Specialties

Securities Clerk • Trader • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Securities Trader at Boston Trust & Investment Management Company
Title:
at
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Boston Trust & Investment Management Company Securities Tradersince Apr 2013Ironwood Investment Management TraderAug 2007 - Apr 2013
Full Profile

Elton Urumi Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Securities Trader/Fixed Income at John Hancock Life Insurance Company (U.S.A.)
Title:
General Securities Trader/Fixed Income at Signator Investors Inc.
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Life Insurance Company (U.S.A.) General Securities Trader/Fixed Incomesince Sep 2008Fidelity Investments Trading2007 - 2009
Full Profile

Christopher Hayward Boston, MA

Professions & Specialties

Trader • Securities Clerk • Equity Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Equity Sales Trader
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Securities TraderMay 2006 - Jan 2010Advest Equity TraderJun 2003 - Sep 2004
Skills:
Equities, Series 7, Trading, Securities
Full Profile

Al Chen Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Title:
Howdy
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Life Insurance Company (U.S.A.) General Securities TraderJan 2009 - Jan 2010Fidelity Investments Financial RepresentativeJun 2007 - Jan 2009
Full Profile

Melissa Prudhomme Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Securities Trader at Nichols & Pratt
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Nichols & Pratt Securities Tradersince Mar 1998
Full Profile

Michael Maggiacomo Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
General Securities Trader at John Hancock Life Insurance Company (U.S.A.)
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Life Insurance Company (U.S.A.) General Securities Trader
Full Profile

Kim Severance Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Securities Trader at TD Banknorth
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
TD Banknorth Securities Trader
Full Profile

Tim Ketchum Boston, MA

Professions & Specialties

Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Software Tester • Software Engineer • Technical Support Specialist • Computer Specialist • Software Developers • Systems Support Specialist • Support Specialists • Analyst • Analysts • Lead QA Engineer • Quality Engineer • Compliance Engineer • Partner • Chief Executive • Model • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers • Technical Specialist • Technical Support Specialists • Advisor • Bachelor of Arts • Mathematical Science Teacher • Education Professional • Instructor • Student Worker

Experience & Education

Position:
Quality Assurance Analyst at Grantham, Mayo, & Van Otterloo, LLC
Title:
Software Quality Assurance Analyst
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Grantham, Mayo, & Van Otterloo, LLC - Boston, MAQuality Assurance Analystsince Mar 2007Wolters Kluwer - Waltham, MAQuality Assurance EngineerJul 2006 - Feb 2007
Skills:
Quality Center, Software Quality Assurance, SDLC, Waterfall, User Acceptance Testing, Agile...
Certifications:
Certified Tester - Foundation Level, International Software Tester Qualifications Board
Series 4 Securities License, National Association of Securities Dealers
Securities Trader at JP Morgan Chase & Company
Full Profile

Juliette Kopecky Boston, MA

Professions & Specialties

Brokerage Clerk • Produce Manager • Manager • Production Manager • Marketing Manager • Operations Manager • Advocate • Jurist • Legal Counsel • Inbound Marketer • Advertising Professional • Market Analyst • Web Marketer • Advertising Sales Agent • Market Research Analyst • Recruitment • Marketing Professional • Leader • Apprentice • Business Administrator • Advisor • Non-Profit • Managers • Software Engineer • Software Developers • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Product Marketing Manager at HubSpot
Location:
Greater Boston Area
Industry:
Marketing and Advertising
Work history:
HubSpot - Greater Boston AreaProduct Marketing Managersince Aug 2012HubSpot - Cambridge, MACustomer Resarch and User Experience ManagerNov 2011 - Jul 2012
Securities Trader and Compliance Manager at TA Ass..
Full Profile

Ellen Caron Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Investment Analyst • Puchasing and Estimating Manager • Analyst • Analysts • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contractor • Independent Business Owners • Recruitment • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Research Specialist • Research Scientist • Network Administrator • Financial Manager • Operations Manager

Experience & Education

Position:
Sr Analyst at John Hancock
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
John Hancock Sr Analystsince Jul 2007Self Employed Options TraderSep 2004 - Oct 2006
Sr Securities Trader at Fidelity Investments
Full Profile

Andrew Nadeau Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • School Principal • School Administrator • Educational Manager • Student Worker • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Salem Five Investment Services/LPL Financial
Title:
Financial Consultant at Salem Five Investment Services
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Salem Five Investment Services/LPL Financial - Salem, MAFinancial Consultantsince Sep 2012Salem Five Investment Services/LPL Financial - Salem, MAInvestment SpecialistFeb 2011 - Jul 2013
Skills:
SQL, VBA, Microsoft Office, Lotus 123, PowerPoint, Corporate Finance, Quantitative Analysis,...
Securities trader for an actively managed single-f..
Full Profile

John Keefe Boston, MA

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Director of Customer Operations • Marketing Manager • Market Analyst • Market Research Analyst • Account Manager • Business Intelligence Professional • Representative • Museum Guide • Tour Guide • Managers • Business Consultant • Advisor • Psychologist • Information Technology Specialist • Computer Software Professional • IT Specialist • Software Developers • Psychology Specialist

Experience & Education

Position:
Account Director Inside Sales, Personal Network Assessment Group at Activate Networks, Inc.
Title:
Personal Network Assessment Group at Activate Networks, Inc.
Location:
Greater Boston Area
Industry:
Market Research
Work history:
Activate Networks, Inc. - Newton, MAAccount Director Inside Sales, Personal Network Assessment Groupsince Dec 2012Asian Atlantic Industries - Stratham, NHAccount ManagerJan 2011 - Nov 2012
Certifications:
Series 7 and Series 63, FINRA/NASD
Securities trader for Bright Trading LLC
Full Profile

Michael Massicotte Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Manager • Partner • Founding Member • Operations Manager • Chief Executive • Master of Business Administration • Bachelor of Science • Sports Trainer • Sports Trainers • Accounting Bookkeeper • Bookkeeper • Recruitment

Experience & Education

Position:
Co-Portfolio Manager, Partner at Tremont Energy Advisors, LLC
Title:
Co-Portfolio Manager, Partner
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Tremont Energy Advisors, LLC Co-Portfolio Manager, Partnersince 2008Adage Capital Management Senior Trader2000 - 2007
Skills:
Risk Management, Financial Services, Program Trading, Bloomberg, Trading Systems, Hedge Funds,...
Global securities trader who delivers improved portfolio..
Full Profile

Joseph Doran Boston, MA

Professions & Specialties

Talent Acquisition Advisor • Human Resources Specialist • Technical Recruiter • Talent Agent • Recruitment • Partner • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Leader • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Account Manager • Operations Manager

Experience & Education

Position:
Recruiting Partner at Biogen Idec
Title:
Talent Acquisition at Biogen Idec
Location:
Greater Boston Area
Industry:
Biotechnology
Work history:
Biogen Idec - Weston, MARecruiting Partnersince Oct 2012Professional Staffing Group Technical Recruiter / Account ManagerApr 2011 - Jan 2012
Securities Trader at Fidelity Investments
Full Profile

Don Jordan Boston, MA

Professions & Specialties

Brokerage Clerk • Agent • Sales Representative • Government Administration Professional • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Community Service Manager • Chief Executive • Lecturer • Postsecondary Teacher

Experience & Education

Position:
Massachusetts 4th Congressional District at Candidate for U.S. Congress, Broker at Coastal Properties
Title:
Massachusetts 4th Congressional District Candidate for U.S. Congress
Location:
Greater Boston Area
Industry:
Government Administration
Work history:
Candidate for U.S. Congress Massachusetts 4th Congressional Districtsince Oct 2009Coastal Properties Brokersince May 1980
Securities Trader at Royce Investment Group
Full Profile

Allison Leduc Boston, MA

Professions & Specialties

Brokerage Clerk • School Principal • School Administrator • Educational Manager • Manager • Compliance Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Business Administrator • Supporting Member • Advisor • Membership Advisor • Team Member

Experience & Education

Position:
Registered Principal/Compliance Manager at Grodman Financial Group
Title:
Grodman Financial Group
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Grodman Financial Group Registered Principal/Compliance Managersince Jan 2011Kulch Financial Services Financial/Technical AnalysisNov 2009 - Dec 2010
Skills:
Series 7, Series 6, 63, 7, 24, Investments, Securities, Mutual Funds, Series 6
Licensed Securities Trader at Lincoln Financial Group
Full Profile

Cindy Corriveau Boston, MA

Professions & Specialties

Trader • Securities Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Business Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Computer Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Analyst • Business Consultant • Advisor • Analyst • Analysts • Bachelor of Science

Experience & Education

Position:
Senior Business Systems Analyst at Daniel Roberts
Location:
Greater Boston Area
Industry:
Information Technology and Services
Work history:
Daniel Roberts Senior Business Systems Analystsince Sep 2012Eaton Vance Senior Business Systems Analyst2012 - 2013
Skills:
Business Analysis, Quality Assurance, Mutual Funds, Brokerage, SDLC, Requirements Analysis, Quality ...
Securities Trader at JP Morgan
Full Profile

Kenton Shirk Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Supervisor • Management Consultant • Managers • Management Analyst • Analysts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Counselor • Analyst • Team Member • Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Minor in Business Administration • Master of Science • Student Worker • School Administrator • Educational Manager

Experience & Education

Position:
Supervisor, Practice Management at Commonwealth Financial Network
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Commonwealth Financial Network - Waltham, MASupervisor, Practice Managementsince Oct 2012Commonwealth Financial Network - Waltham, MAPractice Management Consultant2011 - 2012
Certifications:
Series 24 General Securities Principal
Series 7 General Securities Representative
Securities Trader at State Street
Full Profile

Christopher Matteini Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Counselor • Investor • Analyst • Advisor • Analysts • Chief Information Officer • Director • Technology Director • Technology Manager • Technical Managers • Operations Manager • Research Specialist • Research Scientist • Property Manager • Real Estate Manager • Psychology Specialist

Experience & Education

Position:
Research Consultant at NEPC
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
NEPC - Cambridge, MAResearch Consultantsince Aug 2012Alcatel-Lucent Investment Management Corp. Senior Alternatives AnalystMar 2008 - Aug 2012
Skills:
Investments, Private Equity, Hedge Funds, Portfolio Management, Due Diligence
Equity securities trader for hybrid sell-side/buy-side tr..
Full Profile

Lawrence Rentz Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Athletes

Experience & Education

Position:
Head of Trading at Monashee Capital LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Monashee Capital LLC - BostonHead of Tradingsince Apr 2012. - Hingham, MAINDEPENDANT FINANCIAL SERVICES PROFESSIONALMar 2010 - Apr 2012
Senior Securities Trader at Fidelity Management and Resea..
Full Profile

Richard Nelson Boston, MA

Professions & Specialties

Brokerage Clerk • Analyst • Project Manager • Counselor • Analysts • Advisor • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Human Resources Specialist • Recruitment • Software Tester • Computer Specialist • Project Managers • Operations Manager • School Administrator • Educational Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Analyst and PM
Location:
Greater Boston Area
Industry:
Human Resources
Work history:
Fidelity Investments Sr. Project ManagerFeb 2008 - Mar 2010Fidelity Investments Quality Assurance Project ManagerAug 2006 - Feb 2008
Securities Trader at Fidelity Investments
Full Profile

Jack Daley Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Manager • Compliance Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Counselor • Air Transportation Worker • Advisor • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Regional Manager - Field Supervision at TransAmerica Financial Advisors
Title:
Regional Manager - Field Supervision - TFA
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
TransAmerica Financial Advisors Regional Manager - Field Supervisionsince Feb 2006Jefferson Pilot Securities Corporation Regional Compliance ManagerFeb 1996 - Jan 2006
Skills:
Series 4, Series 6, Series 7, Series 24, Series 53, Series 65, Securities, Mutual Funds, Investment ...
Securities Trader at Chubb Securities Corporation
Full Profile

Dante Amatucci Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Manager • Chairperson • Operations Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Custodian • Custodial Worker • Cleaners • School Principal • School Administrator • Educational Manager • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Complex Admin Manager at Morgan Stanley
Title:
Financial Services Professional
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Morgan Stanley Complex Admin Managersince 2008Investors Bank & Trust / State Street Global Markets Trading ManagerAug 2002 - Jan 2008
Senior Securities Trader at MetLife / NEF
Full Profile

Sean Cooper Boston, MA

Professions & Specialties

Trader • Brokerage Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Volunteer • Non-Profit • Founder • Founding Member • Analyst • Analysts • Instructor • Pedagogue • School Principal • Training and Coaching Professional • School Administrator • Educational Manager • Professional Development Teacher • Agent • Sales Representative • Master of Business Administration • Bachelor of Science • Master of Science

Experience & Education

Title:
Vice President, Fixed Income Securities at RW Smith
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
RW Smith Vice President, Fixed Income,Feb 2011 - Jan 2012Romney for President Volunteer2011 - 2012
Securities Trader at John Hancock
Full Profile

Cynthia Corriveau Boston, MA

Professions & Specialties

Trader • Securities Clerk • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Business Systems Analyst • Information Technology Specialist • IT Analyst • IT Specialist • Computer Specialist • Analyst • Analysts

Experience & Education

Title:
Business Systems Analyst at Ciber, Inc.
Location:
Greater Boston Area
Industry:
Information Technology and Services
Securities Trader at JP Morgan
Full Profile

Len Sylverin Boston, MA

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Securities Clerk • Brokerage Clerk • Co-Founder • Managing Partner • Founder • Founding Member • Chief Executive • Partner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Law Clerk • Judicial Law Clerk • Paralegal • Language Specialist

Experience & Education

Position:
Co-Founder, Managing Partner and Head Trader at Tao Capital Management, LLC
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Tao Capital Management, LLC - Greater Boston AreaCo-Founder, Managing Partner and Head Tradersince Nov 2004Law Offices of John-Paul LaPre Law ClerkJun 2001 - Apr 2002
Full Profile

Aleksey Levitskiy Boston, MA

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Analyst • Apprentice • Analysts • Student Worker • Master of Business Administration • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Class of 2012 at Wallace E. Carroll Graduate School of Management at Boston College
Title:
Experienced Financial Services Professional
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Boston College Class of 2012 at Wallace E. Carroll Graduate School of Managementsince Sep 2010CommonWealth REIT - Newton, MAAcquisitions Analyst - Summer InternJun 2011 - Aug 2011
Skills:
Financial Analysis, Corporate Finance, Mergers, Valuation, Securities, Financial Modeling,...
Languages:
Russian
Financial Analyst / Securities Trader at RMR Advisors
Full Profile

Al Goslin Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Chairperson • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Operations Manager • Independent Business Owners • Recruitment • School Principal • School Administrator • Educational Manager • Contractor • Sales Representative

Experience & Education

Position:
President/ Portfolio Manager at A.E. Goslin Capital Management
Title:
President
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
A.E. Goslin Capital Management President/ Portfolio Managersince Sep 2011Self Employed Hockey Instructor Coach/OwnerDec 2002 - Mar 2011
Skills:
Licenses: FINRA Series 4, 7, 9/10, 55, 63, Capital Markets, Options, FINRA, Trading, Equities,...
Securities Trader at JP Morgan Chase
Full Profile

Sharon Geng Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Summer Associate • Paralegal • Certified Public Accountant • Controller • Director • Deputy Manager • Chief Executive • Operations Manager • Analysts

Experience & Education

Position:
Corporate Sales at Banco Santander
Title:
Student at Massachusetts Institute of Technology - Sloan School of Management
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Banco Santander Corporate Salessince Sep 2009Goldman Sachs Summer AssociateJun 2008 - Aug 2008
..rtgage-backed Securities & Asset-backed Securities Trader in Asia ex-Japan
Full Profile

Gene Balerna Boston, MA

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Chairperson • Chief Executive • Project Managers • Financial Manager • Analyst • Project Manager • Security • Analysts • Representative • Contractor • Master of Science • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Sales Representative

Experience & Education

Position:
President at Alpha Investment Advisors, Inc
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Alpha Investment Advisors, Inc Presidentsince Mar 2006The Danforth Associates Securities Analyst/PMFeb 2005 - Mar 2006
Securities Trader at Allmerica Financial
Full Profile

Jason Towne Boston, MA

Professions & Specialties

Securities Clerk • Brokerage Clerk • Director • Partner • Operations Manager • Chief Executive • Security • Advisor • Auditor • Bachelor of Science • Information Technology Specialist • IT Specialist

Experience & Education

Position:
SVP, Audit Director - Technology, Corporate Services, Change and Data Analytics at Royal Bank of...
Location:
Greater Boston Area
Industry:
Banking
Work history:
Royal Bank of Scotland Americas SVP, Audit Director - Technology, Corporate Services, Change and Data Analyticssince Jul 2013RBS N.A. - Providence, Rhode Island AreaSVP, Audit Partner - Technology, Information Security, and ChangeSep 2010 - Jul 2013
Professional Securities Trader at Hold Brothers
Full Profile

Stephanie Sledjeski Boston, MA

Professions & Specialties

Brokerage Clerk • Assistant Vice President • Director • Board Member • Vice President • Chief Executive • Operations Manager • Management Team Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Vice President, Director of Transition & Service at Lincoln Financial Network, Board...
Title:
Assistant Vice President, Director of Transition & Service at Lincoln Financial Network
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lincoln Financial Network Assistant Vice President, Director of Transition & Servicesince Sep 2012Families in Transition Board of Directorssince Dec 2010
Securities Trader at Jefferson Pilot Securities Co..
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Laura Crosby-brown Boston, MA

Professions & Specialties

Brokerage Clerk • Adjunct Instructor • Lecturer • Postsecondary Teacher • Director • Operations Manager • Advisor • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Compliance at Regulatory Compliance, LLC, Adjunct Faculty at Southern NH University,...
Title:
Adjunct Faculty at Southern NH University
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Regulatory Compliance, LLC Director of Compliancesince Feb 2003Southern NH University Adjunct Facultysince Sep 1997
Titles also included Securities Trader,1994-1996,and Operations Special..
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Brendan Casey Boston, MA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Lincoln Financial Securities
Location:
Greater Boston Area
Industry:
Financial Services
Work history:
Lincoln Financial Securities Financial Advisorsince Jun 2010The Paige Agency Insurance AgentJun 2010 - Jul 2012
Skills:
Insurance, Financial Services, Securities, Small Business, Fixed Annuities, Retirement Planning,...
Securities Trader at Lincoln Financial Group
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Jason Morad Boston, MA

Professions & Specialties

Brokerage Clerk • Chief Investment Officer • Manager • Management Analysts • Operations Manager • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Investment Officer at Capital Formation Group
Location:
Greater Boston Area
Industry:
Investment Management
Work history:
Capital Formation Group Chief Investment Officersince Jul 2007Hale and Dorr Capital Management Manager, Equity ResearchAug 2000 - Jul 2007
Securities Trader at Investors Bank & Trust
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Eugene Balerna Boston, MA

Professions & Specialties

Financial Consultant • Securities Clerk • Financial Services Professional • Financial Services Sales Agent • Brokerage Clerk • Chairperson • Chief Executive • Project Managers • Independent Contractor • Representative • Analysts • Contractor • Agent • Sales Representative • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
President at Alpha Investment Advisors, Inc
Location:
Greater Boston Area
Industry:
Investment Management
..sor/Broker at Quick & Reilly/Fleet Bank Securities Trader at Allmerica Financial Accountan..
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Securities Clerks near Boston, MA01234CambridgeNewtonHingham