Fiscal Year

2020

Case Number

A-19178-24326

Case Status

Certified-Expired

Received Date

2019-09-23

Decision Date

2020-01-03

Refile

N

Original File Date

2020-01-01 07:29:48

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

CCR Wealth Management, LLC

Employer Name Slug

ccr-wealth-management-llc

Employer Address 1

1800 West Park Drive

Employer Address 2

Suite 150

Employer City

Westborough

Employer City Slug

westborough

Employer State

MASSACHUSETTS

Employer State Slug

massachusetts

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

1581

Employer Phone

5089262401

Employer Number of Employees

19

Employer Year Commenced Business

1998

NAICS Code

523920

FW Ownership Interest

N

Employer Contact Name

Amanda Jansson-Hopkins

Employer Contact Address 1

1800 West Park Drive

Employer Contact Address 2

Suite 150

Employer Contact City

Westborough

Employer Contact State/Province

MASSACHUSETTS

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

1581

Employer Contact Phone

5089262401

Employer Contact Email

ajhopkins@ccrwealth.com

Agent Attorney Name

Keith A Pabian

Agent Attorney Firm Name

Pabian Law, LLC

Agent Attorney Phone

6179399444

Agent Attorney Address 1

40 Speen Street

Agent Attorney Address 2

Suite 401

Agent Attorney City

Framingham

Agent Attorney State/Province

MASSACHUSETTS

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

1701

Agent Attorney Email

keith.pabian@pabianlaw.com

PW Track Number

p10018291118104

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

88816.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2019-03-05

PW Expiration Date

2019-06-30

Wage Offer From

88816.00

Wage Offer To

0.00

Average Salary

88816.00

Wage Unit of Pay

Year

Worksite Address 1

1800 West Park Drive

Worksite Address 2

Suite 150

Worksite City

Westborough

Worksite City Slug

westborough

Worksite State

MASSACHUSETTS

Worksite Postal Code

1581

Job Title

Financial Analyst

Job Title Slug

financial-analyst

Minimum Education

Master's

Major Field of Study

Finance

Required Training

N

Required Experience

N

Required Experience Months

Accept Alternative Field of Study

N

Accept Alternative Major Field of Study

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

N

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

36

Accept Alternative Job Title

See H.14

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

10.B. JOB TITLE OF THE ACCEPTABLE ALTERNATE OCCUPATIONbr br Three 3 years of work experience in private wealth management.br br H.14. SPECIAL SKILLS OR OTHER REQUIREMENTSbr br CFA Institute Chartered Financial Analyst CFA Certificate.br br Two 2 years of experience using Morningstarpowered Microsoft Excel spreadsheets to calculate and chart the effects of investment decisions.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2019-05-03

SWA Job Order End Date

2019-06-10

Sunday Edition Newspaper

Y

First Newspaper Name

The Boston Globe

First Advertisement Start Date

2019-05-12

Second Newspaper Ad Name

The Boston Globe

Second Advertisement Type

Newspaper

Second Ad Start Date

2019-05-19

Employer Website From Date

2019-05-03

Employer Website To Date

2019-05-20

Professional Organization Ad From Date

2020-01-01 07:29:48

Professional Organization Advertisement To Date

2020-01-01 07:29:48

Job Search Website From Date

2019-05-12

Job Search Website To Date

2019-05-28

Employee Referral Program From Date

2020-01-01 07:29:48

Employee Referral Program To Date

2020-01-01 07:29:48

Local Ethnic Paper From Date

2019-05-15

Local Ethnic Paper To Date

2019-05-15

Radio/TV Ad From Date

2020-01-01 07:29:48

Radio/TV Ad To Date

2020-01-01 07:29:48

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

CHINA

Foreign Worker Birth Country

CHINA

Class of Admission

H-1B

Foreign Worker Education

Master's

Foreign Worker Information: Major

FINANCE

Foreign Worker Years of Education Completed

2013

Foreign Worker Institution of Education

CLARK UNIVERSITY

Foreign Worker Education Institution Address 1

950 MAIN STREET

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

WORCESTER

Foreign Worker Education Institution State/Province

MA

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

1610

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Keith A Pabian

Preparer Title

Attorney

Preparer Email

keith.pabian@pabianlaw.com

Employer Information Declaration Name

Amanda JanssonHopkins

Employer Information Declaration Title

Operations Specialist