Top Client Service Associates in Greater Boston Area
Daniel Kim
Senior Business Analyst (Product Consultant)
Greater Boston Area
Senior Business Analyst (Product Consultant)
Business Analyst - Officer
Global Services Operations Manager - Senior Associate
Asset Manager Services - Client Service Associate
Investment Analyst and Co-Portfolio Manager
Financial Services Representative
Member Service Representative
Customer Service Representative
California State University-Long Beach - College of Business Administration
Recommendations: 4
Portfolio Management
Financial Reporting
Trading
Compliance
Client Service
Excel
Business Analysis
Business Strategy
d****[email protected]
d****[email protected]
Fatma Barkus
Consultant
Greater Boston Area
Consultant
MBA Summer Marketing Finance Project Manager, U.S. Stores & Online
Client Service Associate
Operations Analyst
Private Investment Management - Summer Analyst
Learning & Education - Summer Analyst
Cornell University - Johnson Graduate School of Management
Harvard Extension School
Bryn Mawr College
Recommendations: 1
Marketing
Brand Management
Project Management
Strategic Planning
Entrepreneurship
Financial Analysis
Intermediate Spanish.
Data Analysis
f****[email protected]
Vlad Kravets
Marketing & Client Service Associate
Greater Boston Area
Marketing & Client Service Associate
Risk and Compliance Analyst (AVP)
Auditor / Senior Auditor
Boston University - School of Management
Bentley University
Recommendations: 1
Internal Audit
Internal Controls
Auditing
Analysis
Finance
Financial Analysis
Accounting
Sarbanes-Oxley Act
v****[email protected]
b****[email protected]
Preston Raymond, CFA
Senior Trader
Greater Boston Area
Senior Trader
Registered Client Service Associate
Registered Sales Assistant
Operations Analyst
Northeastern University
Recommendations: 0
p****[email protected]
Kristen Desmarais
Senior Client Service Associate
Greater Boston Area
Senior Client Service Associate
Analyst
Intern
Providence College
Recommendations: 0
Equities
Investments
Bloomberg
Investment Banking
Microsoft Office
Financial Modeling
Finance
Fixed Income
k****[email protected]
k****[email protected]
Fern Fergus
Senior Registered Client Service Associate
Greater Boston Area
Senior Registered Client Service Associate
Executive Assistant
Assistant Vice President
Simmons College
Staples HS
Recommendations: 0
f****[email protected]
Sierra Rosen
Director of Gift Planning
Greater Boston Area
Director of Gift Planning
Director of Gift Planning
Senior Associate Director of Gift Planning
Associate Director of Gift Planning
Trial Attorney
Planned Giving Officer
Client Service Associate - Charitable Asset Management
D'Amore-McKim School of Business - Northeastern University
Northeastern University School of Law
Gordon College
Northeastern University
Recommendations: 0
Estate Planning
Legal Research
Litigation
Legal Writing
Non-profits
Criminal Defense
Gift Planning
Legal Advice
s****[email protected]
s****[email protected]
Caroline Viano
Marketing Product Manager & Assistant Vice President
Greater Boston Area
Marketing Product Manager & Assistant Vice President
Senior Client Service Associate
Client Service Associate
Development & Alumni Relations - Leadership Gifts
Brand Marketing - Internship
Citibank Marketing - Internship
Saint Michael's College
Notre Dame Academy, Hingham
Recommendations: 0
CRM
Marketing
Market Research
Leadership
Sales
Advertising
Financial Services
Microsoft Office
c****[email protected]
Elisa Jerome
Derivatives Operations Analyst
Greater Boston Area
Derivatives Operations Analyst
Program Director
Fixed Income OTC Derivatives Client Service Associate
Listed Derivatives Associate
Listed Derivatives Associate
Undergraduate Admissions Intern
Acounting and Finance Intern
Administrative Assistant
Junior Makeup Artist - Sales
Saint Joseph's University - Erivan K. Haub School of Business
Saint Louis University
Recommendations: 0
Derivatives
Equities
Options
Fixed Income
Financial Services
Trading
Risk Management
Finance
e****[email protected]
Megan McGregor, CFP®
Portfolio Manager and Financial Planning Coordinator
Greater Boston Area
Portfolio Manager and Financial Planning Coordinator
Client Service Associate
Volunteer
Fund Accountant
Portfolio Application Support Anaylst
Research Analyst Intern
Finance Chair- Career Day
Member Services Intern
Boston University
Isenberg School of Management, UMass Amherst
Recommendations: 0
Bloomberg
Mutual Funds
Microsoft Excel
Microsoft Office
Microsoft Word
Customer Service
Bloomberg Terminal
Fixed Income
m****[email protected]
Patrick Padden
Community Operations Manager
Greater Boston Area
Community Operations Manager
Fleet Operations Manager - University
Fleet Coordinator
Assistant Second and Third Grade Teacher
Client Service Associate
Legislative Aide
College of the Holy Cross
Recommendations: 0
Management
Budgets
Customer Service
Microsoft Office
Time Management
Strategic Planning
Teaching
Editing
p****[email protected]
Kristen Gelwick (Alioto)
VP, Relationship Manager
Greater Boston Area
VP, Relationship Manager
AVP, Senior Client Service Associate
Marketing Analyst
Marketing
Consultant Relations Associate
Babson College - Franklin W. Olin Graduate School of Business
University of Rhode Island - College of Business Administration
Recommendations: 0
k****[email protected]
Elizabeth Laprade
Research Analyst
Greater Boston Area
Research Analyst
Account Manager
Client Service Associate
Renewal Representative (Customer Success Manager)
User Services Representative
Intern
CFA LEVEL II Candidate
St. Lawrence University
Recommendations: 0
Research
PowerPoint
Teamwork
Microsoft Office
Leadership
SPSS
Public Relations
Spanish-English
e****[email protected]
George Tzimas, CFP®, CRPC®
Financial Advisor
Greater Boston Area
Financial Advisor
Senior Internal Wholesaler and Advanced Markets Consultant
Client Service Associate
Bentley University– McCallum Graduate School of Business
Boston University
Southern New Hampshire University
Recommendations: 0
t****[email protected]
Scott Zerneri
Research Analyst
Greater Boston Area
Research Analyst
Client Service Associate
Assistant Investment Officer
Boston College - Wallace E. Carroll Graduate School of Management
University of Massachusetts at Amherst - Isenberg School of Management
Central Catholic High School
Recommendations: 0
Bloomberg
Mutual Funds
Asset Managment
Asset Allocation
Fixed Income
Investments
Portfolio Management
Alternative Investments
s****[email protected]
Christopher Fisco
Senior Marketing Analyst - NGAM International
Greater Boston Area
Senior Marketing Analyst - NGAM International
Senior Product Analyst
Marketing & Client Service Associate
Assistant Portfolio Manager
Control Represenative
Northeastern University
Northeastern University
Recommendations: 0
Microsoft Excel
Microsoft Office
Performance Reporting
Financial Reporting
Internal & External...
Due Diligence
Equities
Financial Services
c****[email protected]
Dominika Kielbasinska
Service Contracts Specialist II
Greater Boston Area
Service Contracts Specialist II
Client Service Associate II
Trust Administrative Officer
Paralegal
Marketing Assistant
Recommendations: 0
Estate Planning
Management
Wealth Management...
Asset Management
Banking
Investments
Wealth Management
Investment Management
d****[email protected]
Kate McCusker
Registered Client Service Associate
Greater Boston Area
Registered Client Service Associate
Senior Administrative Assistant
Resourcer
Wheaton College (MA)
Recommendations: 0
k****[email protected]
Cheryl McHugh
Divisional Vice President/Merchandise Manager
Greater Boston Area
Divisional Vice President/Merchandise Manager
Buyer
Visual Merchandiser & Assistant Store Manager
Client Service Associate
University of Massachusetts, Amherst
Arlington High School
Recommendations: 0
Merchandising
Apparel
Fashion
Inventory Management
Visual Merchandising
Assortment
Management
Trend
c****[email protected]
Josh CFA
Real Estate Agent
Greater Boston Area
Real Estate Agent
Operations Specialist - Corporate Actions
Real Estate Agent
Venture Coach
Real Estate Agent
Marketing and Sales Team Intern
Client Service Associate
Trade Settlements
Sector Manager
Northeastern University
D'Amore-McKim School of Business at Northeastern University
Recommendations: 0
j****[email protected]
j****[email protected]
Stephanie Izzo
Portfolio Management Associate, Chartered Retirement Plan Consultant
Greater Boston Area
Portfolio Management Associate, Chartered Retirement Plan Consultant
Registered Client Associate; Chartered Retirement Plan Consultant
Registered Client Service Associate
Boston College - Carroll School of Management
Stonehill College
Recommendations: 0
Series 7 – General Securities
Series 65 – Investment Advisory Agent
Series 63 – Uniform State Exam
Mutual Funds
Asset Allocation
Bloomberg
Asset Managment
Alternative Investments
s****[email protected]
Alex Spear
Client Service Associate
Greater Boston Area
Client Service Associate
Editor and Production Manager
Communications Intern
Intern
Wake Forest University
St. Sebastian's
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
PowerPoint
Photoshop
Social Media
Teamwork
Public Speaking
a****[email protected]
Kaitlyn Rose
Sales Associate
Greater Boston Area
Sales Associate
Senior Registered Client Associate
Registered Client Service Associate
Wealth Management Intern
Boston College
Boston College
Recommendations: 0
k****[email protected]
Rich Marciano
Registered Client Service Associate
Greater Boston Area
Registered Client Service Associate
Client Account Manager
Client Operations
Southern New Hampshire University
Southern New Hampshire University
University of New Hampshire
Recommendations: 0
r****[email protected]
Timothy Masullo
Trading Operations Analyst, F-Squared Capital
Greater Boston Area
Trading Operations Analyst, F-Squared Capital
Senior Client Service Associate
Senior Portfolio Administrator
Fund Accountant / Portfolio Administrator
University of New Hampshire - Whittemore School of Business and Economics
University of Massachusetts Boston
Recommendations: 0
Fund Accounting
Mutual Funds
Securities
Investments
Asset Management
Bloomberg
Alternative Investments
Financial Analysis
t****[email protected]
Prashant Pawar
Senior Manager, Advisory Services - Financial Services Office
Greater Boston Area
Senior Manager, Advisory Services - Financial Services Office
Manager, Risk Advisory Services
Client Service Associate
Bentley University
University of Mumbai
University of Mumbai
Recommendations: 0
Auditing
IT Audit
Third Party Reporting
CISA
Sarbanes-Oxley Act
Enterprise Risk Management
Internal Audit
Information Technology
p****[email protected]
p****[email protected]
Kristin Jenko
Marketing/PR/Client Service Associate
Greater Boston Area
Marketing/PR/Client Service Associate
Event Coordinator
Emerson College
Recommendations: 0
Event Planning
Research
Investments
Asset Managment
Corporate Social Responsibility
k****[email protected]
Anne Wrightson
Financial Advisor - JP Morgan Securities
Greater Boston Area
Financial Advisor - JP Morgan Securities
Financial Advisor
Senior Registered Marketing Associate
Registered Client Service Associate
Marketing & Sales
University of Rhode Island - College of Business Administration
Colby Sawyer College
Recommendations: 0
a****[email protected]
Kimberlee Torkildsen
Strategic Client Service Specialist
Greater Boston Area
Strategic Client Service Specialist
Lead Generation Intern
Office Administrator
Criminal Justice Intern
Criminal Justice Intern
Client Service Associate
Volunteer
Boston University
Boston University Questrom School of Business
Clarkstown HS North
Recommendations: 0
Information Technology
Enterprise Relationship...
Salesforce.com
Information Technology...
Strategic Planning
Technology Research
Sales Process
SPSS
k****[email protected]
s****[email protected]
Rachel Mulhern
Client Service Associate
Greater Boston Area
Client Service Associate
Executive Assistant and Office Manager
Administrative Assistant
Records Analyst
Senior 401(k) Plan Specialist
401(k) Plan Specialist
Canisius College
Archbishop Williams High School
Newton Country Day School
Recommendations: 0
Customer Service
Event Planning
Financial Analysis
Microsoft Word
Strategic Planning
Notary Public
Corporate Communications
Organizational Effectiveness
r****[email protected]
Melissa McVay
Senior Client Service Associate
Greater Boston Area
Senior Client Service Associate
Client Service Associate
Administrative Assistant/Office Coordinator
SAT Classroom Instructor
Cater Waiter
Delivery Driver
"Player" (Historical Tour Guide/Impersonator)
Administrative Temporary
Actor, New Rep On Tour
Actor, Summer Festival Theatre
Publicity Intern
Elevator Operator & Greeter
Boston University
Recommendations: 0
Theatre
Acting
French
Outlook
Customer Service
Microsoft Excel
Stage
Yoga
w****[email protected]
Nory Hayes
State Street Client Service Senior Associate, Wealth Manager Services
Greater Boston Area
State Street Client Service Senior Associate, Wealth Manager Services
Client Service Associate I and Associate II, Wealth Manager Services
Sales Associate
Student
Intern
Intern
Emmanuel College
Recommendations: 0
Time Management
Sales
Public Relations
Outlook
PowerPoint
Strategy
Budgets
Leadership
h****[email protected]
Micah CFP®
Wealth Advisor Associate
Greater Boston Area
Wealth Advisor Associate
Financial Planning Associate
Financial Advisor
Client Service Associate
Media Internship
Registered Associate
Boston University
Thomas More College of Liberal Arts
Recommendations: 0
m****[email protected]
Alden Witman
Wealth Strategy Associate
Greater Boston Area
Wealth Strategy Associate
Client Service Associate
Manager
Manager
Business owner/certified personal trainer
Manager
Defined Contribution Rep.
Defined Contributions Representative
Quinnipiac University - School of Business
Quinnipiac University
Wellesley High School
Recommendations: 0
a****[email protected]
Kimberly Oller
Client Service Associate
Greater Boston Area
Client Service Associate
Field Operations Team Leader
Client Service Coordinator
The New England Institute of Art
Recommendations: 0
Leadership
Organization
Customer Service
Operations Management
Insurance
Team-oriented
Marketing
k****[email protected]
Leighanne Clerkin
Account Manager-Commercial Lines
Greater Boston Area
Account Manager-Commercial Lines
Client Service Associate
Customer service rep
Lynn University
Recommendations: 0
l****[email protected]
Phoebe Hunter
Owner
Greater Boston Area
Owner
Associate Director, Client Communications and Reporting
Client Service Associate
Director, Client Services (Summer St. Financial Advisors)
Charitable Fund Coordinator & Executive Assistant
Tufts University School of Dental Medicine
University of Arizona
St. Olaf College
Central High School
Recommendations: 0
Asset Managment
Microsoft Excel
p****[email protected]
Ryan Varnum
Senior Client Service Associate
Greater Boston Area
Senior Client Service Associate
Portfolio Analyst
Company Name
Gonzaga University
Financial Analyst Intern
Intern
Northeastern University
Gonzaga University
Recommendations: 0
Microsoft Office
Microsoft Excel
PowerPoint
Customer Service
Microsoft Word
Economics
Finance
Political Science
f****[email protected]
Oluwadamilola Anike Aina
Client Service Associate
Greater Boston Area
Client Service Associate
Head of Programmes, OAP Morning show
Customer Service/Telesales Agent
Customer Service Representative
Trainee presenter and producer
Subject teacher
Northeastern University
FRCN TRAINING SCHOOL
university of lagos
university of lagos
Recommendations: 0
Economics
Blogging
Research
Event Management
Time Management
PowerPoint
Teamwork
Microsoft Excel
m****[email protected]
Toni Haskins
Client Service Associate (contract)
Greater Boston Area
Client Service Associate (contract)
Client Service Associate (contract)
Administrative Assistant
University of Massachusetts, Amherst
Recommendations: 0
t****[email protected]
h****[email protected]
Steven Goodwin
Corporate Services Associate III
Greater Boston Area
Corporate Services Associate III
Personal Banker
Client Service Associate Level II
Universal Banker
Personal Banker
Corporate Specialist I
Client Service Associate
Retail Sales Representative
Northpoint Bible University
Recommendations: 0
David Figueiredo
Operations Specialist
Greater Boston Area
Operations Specialist
Internal Sales
Student Admissions Representative
Client Service Associate
Client Services Representative
Account Executive
Server
University of Vermont
Recommendations: 0
Public Speaking
Microsoft Office
Time Management
Leadership
Team Leadership
Sean Barry
Broker - StaffPRO Staffing Program
Greater Boston Area
Broker - StaffPRO Staffing Program
Client Service Associate
Senior Operations Specialist
Senior Fund Accountant
Account Controller
AVP, Client Services Manager - StaffPRO Staffing Program
Senior Broker - StaffPRO Staffing Program
Bridgewater State College
Recommendations: 0
Lora Galvin
Internal Auditor
Greater Boston Area
Internal Auditor
Client Service Associate
Index Group Analyst
Partnership Accounting Analyst
St Mary's University Twickenham
Suffolk University
Recommendations: 0
Accounting
Bloomberg
Financial Analysis
Hedge Funds
Valuation
Corporate Finance
Financial Statements
