Sapers & Wallack
Description
Address: 275 Washington St, Newton, MA 02458 Phone: (617) 225-2600Website: : Category: : Place name: : : : Hours: : Website: http://www.sapers-wallack.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sapers & Wallack, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Sapers & Wallack List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sapers & Wallack. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sapers & Wallack Employees
Employee
Years
Job
Industry
Alex Allen Alex Allen's Sapers & Wallack Experience October 2006 - January 2007
Job VP Marketing
Industry Insurance
Experience
Spring Venture Group April 2012 - Present
Barkley April 2011 - April 2012
RedEngine Digital March 2007 - April 2011
Sapers & Wallack October 2006 - January 2007
The Zimmerman Agency May 2006 - August 2006
Nimbit February 2006 - May 2006
Skills
Google Analytics, SEM, Google Adwords, Digital Strategy, Web Analytics, MSN AdCenter, Omniture, DoubleClick, WebTrends, SEO, Copywriting, PPC, Online Advertising, Integrated Marketing, Marketing, Interactive Marketing
Education
Boston University 2005 — 2007
MS, Communication/Advertising
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Spring Venture Group April 2012 - Present
Barkley April 2011 - April 2012
RedEngine Digital March 2007 - April 2011
Sapers & Wallack October 2006 - January 2007
The Zimmerman Agency May 2006 - August 2006
Nimbit February 2006 - May 2006
Skills
Google Analytics, SEM, Google Adwords, Digital Strategy, Web Analytics, MSN AdCenter, Omniture, DoubleClick, WebTrends, SEO, Copywriting, PPC, Online Advertising, Integrated Marketing, Marketing, Interactive Marketing
Education
Boston University 2005 — 2007
MS, Communication/Advertising
Tufts University 2001 — 2005
Bachelor of Arts (B.A.), Political Science
Britt Libby Britt Libby's Sapers & Wallack Experience December 2009 - March 2010
Job Consultant at C Space
Industry Market Research
Experience
C Space October 2013 - Present
VDC Research Group July 2011 - September 2013
Sapers & Wallack December 2009 - March 2010
Terrafugia December 2009 - March 2010
Skills
Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Microsoft Excel, Strategic Planning, Market Intelligence, Competitive Intelligence, Market Analysis, PowerPoint, CRM, Analysis, Data Analysis, Segmentation, Analytics, Strategy, Marketing, Project Management, Product Management, Primary Research, Business Development
Education
Babson College 2007 — 2011
BS, Business Management
ESADE Business & Law School 2010 — 2010
Sophia University 2010 — 2010
South Windsor High School 2003 — 2007
C Space October 2013 - Present
VDC Research Group July 2011 - September 2013
Sapers & Wallack December 2009 - March 2010
Terrafugia December 2009 - March 2010
Skills
Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Microsoft Excel, Strategic Planning, Market Intelligence, Competitive Intelligence, Market Analysis, PowerPoint, CRM, Analysis, Data Analysis, Segmentation, Analytics, Strategy, Marketing, Project Management, Product Management, Primary Research, Business Development
Education
Babson College 2007 — 2011
BS, Business Management
ESADE Business & Law School 2010 — 2010
Sophia University 2010 — 2010
South Windsor High School 2003 — 2007
Mark Scionti's Sapers & Wallack Experience August 1997 - January 2001
Job CoFounder at M3 Wealth Advisors, LLC
Industry Financial Services
Experience
M3 Wealth Advisors, LLC June 2014 - Present
M3 Capital Advisors, LLC 2002 - Present
M3 Advisory Group February 2011 - June 2014
Hancock Partners, LLP January 2001 - July 2002
JH International January 2001 - July 2002
Sapers & Wallack August 1997 - January 2001
Skills
Philanthropy, Equities, Venture Capital, Estate Planning, Private Equity, Wealth Management, Investments, Portfolio Management, Retirement Planning, Investment Management, Finance, Management, Financial Advisory, Mergers & Acquisitions, Due Diligence, Wealth, Start-ups, Strategic Planning, Strategy, Financial Planning, Alternative Investments
Education
Boston University, Graduate School of Arts and Sciences 1986 — 1987
Master of Arts, Economics
Boston University 1981 — 1985
Bachelor of Science, Economics
M3 Wealth Advisors, LLC June 2014 - Present
M3 Capital Advisors, LLC 2002 - Present
M3 Advisory Group February 2011 - June 2014
Hancock Partners, LLP January 2001 - July 2002
JH International January 2001 - July 2002
Sapers & Wallack August 1997 - January 2001
Skills
Philanthropy, Equities, Venture Capital, Estate Planning, Private Equity, Wealth Management, Investments, Portfolio Management, Retirement Planning, Investment Management, Finance, Management, Financial Advisory, Mergers & Acquisitions, Due Diligence, Wealth, Start-ups, Strategic Planning, Strategy, Financial Planning, Alternative Investments
Education
Boston University, Graduate School of Arts and Sciences 1986 — 1987
Master of Arts, Economics
Boston University 1981 — 1985
Bachelor of Science, Economics
Jana Kellam's Sapers & Wallack Experience August 2001 - February 2007
Job RelationSH*T to RelationSHINE Expert
Industry Professional Training & Coaching
Experience
Kellam Companies, LLC September 2011 - Present
The Conscious Contact June 2009 - Present
Western Carolina Medical Society February 2007 - August 2012
Sapers & Wallack August 2001 - February 2007
Chippenhook January 1999 - July 2001
Skills
Non-profits, Fundraising, Organizational..., Strategic Planning, Healthcare, Public Speaking, Community Outreach, Leadership Development, Event Planning, Small Business, Coaching, Motivational Speaking, Personal Development, Workshop Facilitation, Grant Writing, Volunteer Management, Wellness, Community Organizing, Program Development
Education
Epona Ridge 2009 — 2011
Equine Facilitated Experiential Learning and Reiki
Equissage 2009 — 2009
ESMT, CMT, Equine and Canine Sports Massage Therapy
University of North Carolina at Asheville 2003 — 2006
Bachelor of Science, Management
Kellam Companies, LLC September 2011 - Present
The Conscious Contact June 2009 - Present
Western Carolina Medical Society February 2007 - August 2012
Sapers & Wallack August 2001 - February 2007
Chippenhook January 1999 - July 2001
Skills
Non-profits, Fundraising, Organizational..., Strategic Planning, Healthcare, Public Speaking, Community Outreach, Leadership Development, Event Planning, Small Business, Coaching, Motivational Speaking, Personal Development, Workshop Facilitation, Grant Writing, Volunteer Management, Wellness, Community Organizing, Program Development
Education
Epona Ridge 2009 — 2011
Equine Facilitated Experiential Learning and Reiki
Equissage 2009 — 2009
ESMT, CMT, Equine and Canine Sports Massage Therapy
University of North Carolina at Asheville 2003 — 2006
Bachelor of Science, Management
Kate Connors's Sapers & Wallack Experience May 2009 - September 2009
Job Senior Account Manager & Social Media Strategist at Media & Communications Strategies, LLC
Industry Public Relations and Communications
Experience
Media & Communications Strategies, LLC January 2014 - Present
Media & Communications Strategies, Inc. June 2013 - Present
Media & Communications Strategies, Inc. September 2012 - June 2013
Chlopak, Leonard, Schechter & Associates September 2011 - September 2012
Chlopak, Leonard, Schechter & Associates May 2010 - September 2011
Chlopak, Leonard, Schechter & Associates January 2010 - June 2010
National Public Radio September 2009 - January 2010
Sapers & Wallack May 2009 - September 2009
Eleanor Roosevelt Papers Project January 2007 - May 2009
The Robert S. Peabody Museum of Archaeology July 2008 - August 2008
Skills
Social Media, Media Relations, Web Analytics, Web Development, Event Planning, Event Management, Public Relations, Public Speaking, Writing, Editing, Advertising, Media Coordination, Strategic Communications, International Marketing, Crisis Communications, Blogging, Legal Communications, Legal Marketing, Wine Public Relations, Social Media Marketing, Press Releases, SEO, Facebook, New Media, Fundraising, Strategy, Spanish, Corporate Communications, Online Advertising, Community Outreach, Web Content, Speech Writing, Publicity, Proposal Writing, Public Affairs, Cision, Reputation Management, Message Development, Internal Communications, World History
Education
The George Washington University 2006 — 2010
BA, History and Spanish
Phillips Academy
Media & Communications Strategies, LLC January 2014 - Present
Media & Communications Strategies, Inc. June 2013 - Present
Media & Communications Strategies, Inc. September 2012 - June 2013
Chlopak, Leonard, Schechter & Associates September 2011 - September 2012
Chlopak, Leonard, Schechter & Associates May 2010 - September 2011
Chlopak, Leonard, Schechter & Associates January 2010 - June 2010
National Public Radio September 2009 - January 2010
Sapers & Wallack May 2009 - September 2009
Eleanor Roosevelt Papers Project January 2007 - May 2009
The Robert S. Peabody Museum of Archaeology July 2008 - August 2008
Skills
Social Media, Media Relations, Web Analytics, Web Development, Event Planning, Event Management, Public Relations, Public Speaking, Writing, Editing, Advertising, Media Coordination, Strategic Communications, International Marketing, Crisis Communications, Blogging, Legal Communications, Legal Marketing, Wine Public Relations, Social Media Marketing, Press Releases, SEO, Facebook, New Media, Fundraising, Strategy, Spanish, Corporate Communications, Online Advertising, Community Outreach, Web Content, Speech Writing, Publicity, Proposal Writing, Public Affairs, Cision, Reputation Management, Message Development, Internal Communications, World History
Education
The George Washington University 2006 — 2010
BA, History and Spanish
Phillips Academy
Timothy Pitney Timothy Pitney's Sapers & Wallack Experience March 2008 - May 2013
Job Senior Director, Institutional Investment Strategist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
TIAA-CREF May 2013 - Present
Sapers & Wallack March 2008 - May 2013
Fidelity Investments May 1995 - July 2007
Skills
Retirement, Pricing, Retirement Planning, Investments, Investment Advisory, Series 7, Defined Benefit, Strategy, Financial Services, Financial Advisory, Investment Strategies, Retirement Plan..., ERISA, 401k, Asset Allocation, Mutual Funds, Series 63
Education
Clark University 2001 — 2007
M.B.A., Finance
University of Massachusetts, Amherst
B.S., Mathematics
Karen OBeirne's Sapers & Wallack Experience October 1990 - March 1994
Job Relationship Manager at Delaware Life
Industry Insurance
Experience
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Delaware Life March 2014 - Present
Delaware Life July 2013 - March 2014
OBeirne Insurance Consulting 1990 - 2010
Sun Life Financial April 2007 - February 2009
International Planning Group March 1994 - March 2007
Sapers & Wallack October 1990 - March 1994
Arnold Brown & Company June 1985 - December 1990
The McAree Agency January 1989 - October 1990
Skills
Insurance, Life Insurance, Long-term Care, Marketing, Series 6, Series 63, Customer Service, Financial Services, Relationship Management, Sales Management, Whole Life, Brokers, FINRA, Underwriting, Term Life Insurance, Retirement, Fixed Annuities, Retirement Planning
Education
Bridgewater State University
B.S., Management
Emily Yiannis's Sapers & Wallack Experience March 2007 - 2008
Job Associate Relationship Manager at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust April 2008 - Present
Sapers & Wallack March 2007 - 2008
Argent Wealth Management July 2004 - December 2006
Rinet Company July 2002 - June 2004
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies
Education
Keir 2011 — 2011
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Masters, Financial Planning
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Laconia High School 1994 — 1998
Atlantic Trust April 2008 - Present
Sapers & Wallack March 2007 - 2008
Argent Wealth Management July 2004 - December 2006
Rinet Company July 2002 - June 2004
Skills
Asset Allocation, Alternative Investments, Mutual Funds, Wealth Management, Financial Services, Investment Strategies
Education
Keir 2011 — 2011
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2007
Masters, Financial Planning
Bentley University 1998 — 2002
Bachelor's degree, Finance, General
Laconia High School 1994 — 1998
Andrew Schachter's Sapers & Wallack Experience June 2008 - August 2008
Job at
Industry Financial Services
Experience
U.S. Bank June 2013 - Present
State Street December 2010 - June 2013
Sapers & Wallack June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Economics, Microsoft Excel, Private Equity, PowerPoint, Microsoft Office, Data Analysis, Access, Analysis, Finance, Management
Education
Dickinson College 2006 — 2010
Bachelor, Economics
U.S. Bank June 2013 - Present
State Street December 2010 - June 2013
Sapers & Wallack June 2008 - August 2008
Skills
Bloomberg, Financial Analysis, Economics, Microsoft Excel, Private Equity, PowerPoint, Microsoft Office, Data Analysis, Access, Analysis, Finance, Management
Education
Dickinson College 2006 — 2010
Bachelor, Economics
Stan Brallier Stan Brallier's Sapers & Wallack Experience November 2005 - May 2009
Job Retired Life Insurance and Benefit Administration professional open to consulting opportunities at home
Industry Insurance
Experience
home 2009 - Present
Sapers & Wallack November 2005 - May 2009
The MONY Group April 2002 - June 2003
Lincoln Financial Group October 1998 - October 2002
Aetna Life & Casualty 1992 - 1998
Balser Companies 1988 - 1992
CIGNA 1969 - 1988
Skills
Retirement, Insurance, Employee Benefits, Executive Pay, Life Insurance, Mutual Funds, Deferred Compensation, Disability Insurance, 401k, Fixed Annuities, Benefits Administration, Retirement Planning, Estate Planning
Education
Charter Oak State College
BA, Business
University of Massachusetts, Amherst
Mathematics
home 2009 - Present
Sapers & Wallack November 2005 - May 2009
The MONY Group April 2002 - June 2003
Lincoln Financial Group October 1998 - October 2002
Aetna Life & Casualty 1992 - 1998
Balser Companies 1988 - 1992
CIGNA 1969 - 1988
Skills
Retirement, Insurance, Employee Benefits, Executive Pay, Life Insurance, Mutual Funds, Deferred Compensation, Disability Insurance, 401k, Fixed Annuities, Benefits Administration, Retirement Planning, Estate Planning
Education
Charter Oak State College
BA, Business
University of Massachusetts, Amherst
Mathematics
Shawn Aulenbach, AIF®, CRPS®'s Sapers & Wallack Experience January 2007 - January 2009
Job Assistant Vice President Retirement Plans at Longfellow Advisors
Industry Financial Services
Experience
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
Longfellow Benefits November 2012 - Present
Commonwealth Financial Network January 2009 - November 2012
Sapers & Wallack January 2007 - January 2009
CitiStreet January 2005 - January 2007
Fidelity Investments July 1998 - December 2004
Friendly's Restaurants 1993 - 1996
Skills
Investments, Management Consulting, FINRA Series 6, 401k, Series 7, Series 65, Series 63, Retirement Plans, Retirement Plan..., Retirement Services, Defined Benefit, Client Service, Partner Relationship..., Profit Sharing, Mutual Funds, Plan Administration, ERISA, Retirement, Retirement Planning, Series 6, Financial Services, Employee Benefits, Pensions, Financial Advisory, Qualified Retirement..., Defined Contribution, FINRA, Asset Allocation, Investment Advisory, Securities, Wealth Management, Client Services
Education
Boston University
Financial Planning and Services
Massachusetts Bay Community College 1996 — 1998
A.S., Accounting
Johnson & Wales University 1991 — 1993
A.S., Culinary Arts
Lissie Bates-Haus's Sapers & Wallack Experience September 1993 - July 1995
Job Psychologist at New England Center for Mental Health
Industry Mental Health Care
Experience
New England Center for Mental Health August 2011 - Present
Boston College September 2002 - June 2003
University of Wisconsin, Madison August 2001 - July 2002
VA Hospital August 2000 - June 2001
Tufts University September 1999 - June 2000
Sapers & Wallack September 1993 - July 1995
Sapers & Wallack September 1993 - July 1995
D-M Information Systems August 1991 - June 1993
Skills
Supervision, Mental Health, Counseling Psychology, Therapists, Psychotherapy, Adults, Treatment, Psychology, Mental Health Counseling, Mindfulness, Clinical Research, Psychological Assessment, Group Therapy, Public Speaking, Healthcare
Education
Northeastern University 1997 — 2002
Ph.D., Counseling Psychology
University of San Francisco 1995 — 1997
M.A., Counseling
Dartmouth College 1987 — 1991
AB, Philosophy
New England Center for Mental Health August 2011 - Present
Boston College September 2002 - June 2003
University of Wisconsin, Madison August 2001 - July 2002
VA Hospital August 2000 - June 2001
Tufts University September 1999 - June 2000
Sapers & Wallack September 1993 - July 1995
Sapers & Wallack September 1993 - July 1995
D-M Information Systems August 1991 - June 1993
Skills
Supervision, Mental Health, Counseling Psychology, Therapists, Psychotherapy, Adults, Treatment, Psychology, Mental Health Counseling, Mindfulness, Clinical Research, Psychological Assessment, Group Therapy, Public Speaking, Healthcare
Education
Northeastern University 1997 — 2002
Ph.D., Counseling Psychology
University of San Francisco 1995 — 1997
M.A., Counseling
Dartmouth College 1987 — 1991
AB, Philosophy
Patricia C. Diaz's Sapers & Wallack Experience February 2001 - February 2004
Job Head of Operations, Willis Group Global Wealth Solutions Miami
Industry Insurance
Experience
Willis March 2015 - Present
International Planning Group, Ltd. February 2004 - December 2014
Sapers & Wallack February 2001 - February 2004
Skills
Wealth Management, Life Insurance, Insurance, Wealth Management..., Strategic Financial..., Investments
Education
Harvard University 1999 — 2000
C.S.S., Marketing Management
Suffolk University 1995 — 1998
B.F.A.
Boston University 1992 — 1994
Colegio Internacional de Caracas
Willis March 2015 - Present
International Planning Group, Ltd. February 2004 - December 2014
Sapers & Wallack February 2001 - February 2004
Skills
Wealth Management, Life Insurance, Insurance, Wealth Management..., Strategic Financial..., Investments
Education
Harvard University 1999 — 2000
C.S.S., Marketing Management
Suffolk University 1995 — 1998
B.F.A.
Boston University 1992 — 1994
Colegio Internacional de Caracas
Lisa (Butler Smith) Laubenstein's Sapers & Wallack Experience September 2004 - March 2006
Job Vice President
Industry Recreational Facilities and Services
Experience
New England Senior Hockey League, Inc, dba NESHL April 2009 - Present
Caritas Christi Health Care March 2006 - October 2008
Sapers & Wallack September 2004 - March 2006
Skate Skins/Infinity September 2003 - September 2004
Russell Reynolds Associates June 2000 - March 2003
Combined Jewish Philanthropies 1998 - June 2000
Little, Brown and Company 1994 - 1998
Skills
Nonprofits, Accounting, Leadership, Event Planning, Employee Benefits, Customer Service, Strategic Planning, Marketing, Fundraising, Sports Management, Public Speaking, Coaching, Public Relations, Team Building, Salesforce.com, Social Media, Insurance, Sports Marketing, Event Management, Sports, Human Resources
Education
Northeastern University 1984 — 1987
Swamspcott High
New England Senior Hockey League, Inc, dba NESHL April 2009 - Present
Caritas Christi Health Care March 2006 - October 2008
Sapers & Wallack September 2004 - March 2006
Skate Skins/Infinity September 2003 - September 2004
Russell Reynolds Associates June 2000 - March 2003
Combined Jewish Philanthropies 1998 - June 2000
Little, Brown and Company 1994 - 1998
Skills
Nonprofits, Accounting, Leadership, Event Planning, Employee Benefits, Customer Service, Strategic Planning, Marketing, Fundraising, Sports Management, Public Speaking, Coaching, Public Relations, Team Building, Salesforce.com, Social Media, Insurance, Sports Marketing, Event Management, Sports, Human Resources
Education
Northeastern University 1984 — 1987
Swamspcott High
Paula Drozdal Connors's Sapers & Wallack Experience 1983 - Present
Job Senior Vice President Group Benefits Advisors at Sapers & Wallack, an innovator in insurance & investments for 76 years.
Industry Insurance
Experience
Sapers & Wallack 1983 - Present
The CIMA Companies 1980 - 1983
Skills
Employee Benefits, Group Benefits, Compliance, Program Management, Insurance, Business Planning, Strategic Financial..., Vendor Management, Wealth, Underwriting, Disability Insurance, Financial Services, Executive Pay, Investment Advisory, Asset Management, Health Insurance, Financial Advisory, Leadership, Life Insurance, Management, Benefits Administration, Brokers
Education
Colby College
BA
The American College
Chartered Life Underwriter (CLU)
The George Washington University - School of Business
MBA, Marketing
Sapers & Wallack 1983 - Present
The CIMA Companies 1980 - 1983
Skills
Employee Benefits, Group Benefits, Compliance, Program Management, Insurance, Business Planning, Strategic Financial..., Vendor Management, Wealth, Underwriting, Disability Insurance, Financial Services, Executive Pay, Investment Advisory, Asset Management, Health Insurance, Financial Advisory, Leadership, Life Insurance, Management, Benefits Administration, Brokers
Education
Colby College
BA
The American College
Chartered Life Underwriter (CLU)
The George Washington University - School of Business
MBA, Marketing
Sharon DiCarlo's Sapers & Wallack Experience 1999 - 2004
Job Senior Account Executive at Sapers & Wallack, Inc.
Industry Insurance
Experience
Sapers & Wallack, Inc., an innovator in insurance & investments, serving New England for 76 years. April 1999 - Present
Sapers & Wallack, Inc. April 1999 - Present
Sapers & Wallack 1999 - 2004
United Hand and Rehab Services 1996 - 1999
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, 401k, Health Insurance, Retirement, Retirement Planning, Mutual Funds, Financial Services, Investments, Series 7, Account Management, PowerPoint, Microsoft Excel
Education
North Shore Community College 1994 — 1996
Associates, Science
Sapers & Wallack, Inc., an innovator in insurance & investments, serving New England for 76 years. April 1999 - Present
Sapers & Wallack, Inc. April 1999 - Present
Sapers & Wallack 1999 - 2004
United Hand and Rehab Services 1996 - 1999
Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, 401k, Health Insurance, Retirement, Retirement Planning, Mutual Funds, Financial Services, Investments, Series 7, Account Management, PowerPoint, Microsoft Excel
Education
North Shore Community College 1994 — 1996
Associates, Science
Will Marquis's Sapers & Wallack Experience March 1993 - January 2002
Job Retirement & Investment Consulting
Industry Investment Management
Experience
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
WBM Investment Consulting January 2008 - Present
Morningstar January 2011 - March 2012
The Baker Companies February 2002 - December 2008
Sapers & Wallack March 1993 - January 2002
Lehman Brothers September 1989 - March 1993
Skills
Investments, Wealth Management, Mutual Funds, 401k, Retirement, Morningstar Direct, Financial Services, Due Diligence, Portfolio Management
Education
Colorado State University
BS, Natural Resources Mgt. & Business
Joe Grispi's Sapers & Wallack Experience 1996 - 1998
Job Network Analyst II at Talbots
Industry Information Technology and Services
Experience
Talbots August 2010 - Present
Talbots September 1998 - August 2010
Sapers & Wallack 1996 - 1998
Skills
VPN, WAN, Network Security, Firewalls, Security, Cisco, Routers, Active Directory, Computer Hardware, Troubleshooting, Servers, TCP/IP, Windows, DNS, Windows Server, Switches, Operating Systems, Network Administration, Microsoft Office, HP, System Administration, Data Center, Problem Solving, Wireless Networking, DHCP, Routing, Wireless, Networking, Disaster Recovery, Cisco Routers, VoIP, Infrastructure
Education
University of Massachusetts Boston 1987 — 1989
Northeastern University 1986 — 1987
Talbots August 2010 - Present
Talbots September 1998 - August 2010
Sapers & Wallack 1996 - 1998
Skills
VPN, WAN, Network Security, Firewalls, Security, Cisco, Routers, Active Directory, Computer Hardware, Troubleshooting, Servers, TCP/IP, Windows, DNS, Windows Server, Switches, Operating Systems, Network Administration, Microsoft Office, HP, System Administration, Data Center, Problem Solving, Wireless Networking, DHCP, Routing, Wireless, Networking, Disaster Recovery, Cisco Routers, VoIP, Infrastructure
Education
University of Massachusetts Boston 1987 — 1989
Northeastern University 1986 — 1987
amy denton's Sapers & Wallack Experience June 1997 - July 2000
Job Senior Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - January 2013
Fidelity Investments July 2000 - June 2010
Sapers & Wallack June 1997 - July 2000
Education
Rivier College 2010 — 2013
Graduate Student, Elementary Education and Teaching
Assumption College 1992 — 1996
BA, Economics
Fidelity Investments June 2010 - January 2013
Fidelity Investments July 2000 - June 2010
Sapers & Wallack June 1997 - July 2000
Education
Rivier College 2010 — 2013
Graduate Student, Elementary Education and Teaching
Assumption College 1992 — 1996
BA, Economics