Allmerica Company
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Allmerica Employees
Employee
Years
Job
Industry
David F. Smith, CFP, CLU David F. Smith, CFP, CLU's Allmerica Experience 1998 - 1999
Job Life Wholesaler and Point of Sale specialist for AIG Life Companies
Industry Financial Services
Experience
American General Life Companies September 2013 - Present
Prudential Financial November 2010 - August 2013
Lincoln Financial Distributors July 2008 - November 2010
Life Insurance Wholesaling 2000 - 2007
American General 2000 - 2001
Clark/Bardes 1999 - 2000
Allmerica 1998 - 1999
Clark/Bardes 1996 - 1997
Compensation Resource Group 1994 - 1995
Skills
Financial Advisory, Estate Planning, Securities, Insurance, Asset Managment, Financial Planners, Life Insurance, Financial Services, Employee Benefits, Series 6, Series 63, Series 7, Series 24, Retirement Planning, Wealth, Fixed Annuities
Education
Harvard University 1976 — 1979
Bachelor of Arts, Economics
The American College
CLU, ChFC, CASL, CFP certifications, Financial Planning and Services
The American College
Master of Science in Financial Services - MSFS, Financial Planning and Services
The American College
Master of Science in Management - MSM, Business Administration and Management
American General Life Companies September 2013 - Present
Prudential Financial November 2010 - August 2013
Lincoln Financial Distributors July 2008 - November 2010
Life Insurance Wholesaling 2000 - 2007
American General 2000 - 2001
Clark/Bardes 1999 - 2000
Allmerica 1998 - 1999
Clark/Bardes 1996 - 1997
Compensation Resource Group 1994 - 1995
Skills
Financial Advisory, Estate Planning, Securities, Insurance, Asset Managment, Financial Planners, Life Insurance, Financial Services, Employee Benefits, Series 6, Series 63, Series 7, Series 24, Retirement Planning, Wealth, Fixed Annuities
Education
Harvard University 1976 — 1979
Bachelor of Arts, Economics
The American College
CLU, ChFC, CASL, CFP certifications, Financial Planning and Services
The American College
Master of Science in Financial Services - MSFS, Financial Planning and Services
The American College
Master of Science in Management - MSM, Business Administration and Management
Ed Dube's Allmerica Experience August 1999 - August 2000
Job TeacherLexington, MA
Industry Primary/Secondary Education
Experience
Town of Lexington August 2006 - Present
Nichols College May 2002 - January 2009
Mystic Valley Regional Charter School August 2005 - August 2006
Winchester Public Schools August 2003 - June 2005
MA Army National Guard February 1980 - December 2004
Woburn Public Schools April 2002 - June 2004
MA Army National Guard October 2001 - March 2002
Essential.com August 2000 - September 2001
Allmerica August 1999 - August 2000
BankBoston October 1992 - August 1999
Skills
Curriculum Design, Curriculum Development, E-Learning, Staff Development, Public Speaking, Higher Education, Event Planning, Leadership Development, Special Education, Community Outreach, Program Development, Classroom, Instructional Technology, Distance Learning, Teaching, Educational Technology, Educational Leadership, Grant Writing, Tutoring, Leadership, Coaching, Training, Team Building, Lesson Planning, Nonprofits, Teacher Training, Management, Analysis, Program Management, Project Management, Research
Education
Endicott College 1999 — 2001
Master of Education (M.Ed.), Organizational Leadership
Suffolk University 1980 — 1984
BSBA, Business Administration and Management, General
Town of Lexington August 2006 - Present
Nichols College May 2002 - January 2009
Mystic Valley Regional Charter School August 2005 - August 2006
Winchester Public Schools August 2003 - June 2005
MA Army National Guard February 1980 - December 2004
Woburn Public Schools April 2002 - June 2004
MA Army National Guard October 2001 - March 2002
Essential.com August 2000 - September 2001
Allmerica August 1999 - August 2000
BankBoston October 1992 - August 1999
Skills
Curriculum Design, Curriculum Development, E-Learning, Staff Development, Public Speaking, Higher Education, Event Planning, Leadership Development, Special Education, Community Outreach, Program Development, Classroom, Instructional Technology, Distance Learning, Teaching, Educational Technology, Educational Leadership, Grant Writing, Tutoring, Leadership, Coaching, Training, Team Building, Lesson Planning, Nonprofits, Teacher Training, Management, Analysis, Program Management, Project Management, Research
Education
Endicott College 1999 — 2001
Master of Education (M.Ed.), Organizational Leadership
Suffolk University 1980 — 1984
BSBA, Business Administration and Management, General
Jason Bibeau Jason Bibeau's Allmerica Experience April 1998 - August 1998
Job Mortgage Loan Originator NMLS 639789 at Bank of America
Industry Real Estate
Experience
Bank of America February 2015 - Present
Wells Fargo Home Mortgage April 2011 - January 2015
Premiere Realty Group LLC October 2009 - May 2011
Keller Williams Realty February 2005 - February 2010
Computer Associates May 2005 - July 2007
Sun Microsystems April 2001 - July 2004
HighGround Systems February 2000 - April 2001
Eurologic Systems August 1998 - February 2000
Allmerica April 1998 - August 1998
3Com Corporation April 1997 - May 1997
Skills
203K, FHA financing, USDA Rural Housing, Real Estate, Foreclosures, Selling, Mortgage, Documentation, Mortgage Lending, Mortgage Banking, Residential Mortgages, Renovation Mortgages, IIS, Microsoft SQL Server, Oracle 9i, NTFS, NFS, NetApp, Siteminder, Microsoft Exchange, Windows Server, Solaris, LDAP, Active Directory, Six Sigma, Coaching, Increasing Operational..., Software Documentation, Sellers, Real Estate Financing, Loan Origination, Oracle, FHA, Investment Properties, First Time Home Buyers, Refinance, Loans, Referrals, Real Estate Transactions, Short Sales, Relocation, Real Estate Economics, Government Loans, Single Family Homes, REO, Certified Mortgage..., VA loans, Reverse Mortgages, Construction Loans, Residential Homes
Education
Shrewsbury 1992 — 1996
Assumption College
Business Administration and Management, General
Massachusetts Bay Community College
Electrical and Electronics Engineering
Bank of America February 2015 - Present
Wells Fargo Home Mortgage April 2011 - January 2015
Premiere Realty Group LLC October 2009 - May 2011
Keller Williams Realty February 2005 - February 2010
Computer Associates May 2005 - July 2007
Sun Microsystems April 2001 - July 2004
HighGround Systems February 2000 - April 2001
Eurologic Systems August 1998 - February 2000
Allmerica April 1998 - August 1998
3Com Corporation April 1997 - May 1997
Skills
203K, FHA financing, USDA Rural Housing, Real Estate, Foreclosures, Selling, Mortgage, Documentation, Mortgage Lending, Mortgage Banking, Residential Mortgages, Renovation Mortgages, IIS, Microsoft SQL Server, Oracle 9i, NTFS, NFS, NetApp, Siteminder, Microsoft Exchange, Windows Server, Solaris, LDAP, Active Directory, Six Sigma, Coaching, Increasing Operational..., Software Documentation, Sellers, Real Estate Financing, Loan Origination, Oracle, FHA, Investment Properties, First Time Home Buyers, Refinance, Loans, Referrals, Real Estate Transactions, Short Sales, Relocation, Real Estate Economics, Government Loans, Single Family Homes, REO, Certified Mortgage..., VA loans, Reverse Mortgages, Construction Loans, Residential Homes
Education
Shrewsbury 1992 — 1996
Assumption College
Business Administration and Management, General
Massachusetts Bay Community College
Electrical and Electronics Engineering
Chris Morcone Chris Morcone's Allmerica Experience 2001 - 2002
Job President at C Morcone Painting & Remodeling Inc.
Industry Construction
Experience
C Morcone Painting & Remodeling Inc. August 2004 - Present
C. Morcone Painting & Remodeling Inc. 2004 - Present
Allmerica 2001 - 2002
Fidelity Investments 1998 - 2001
W.E. Donahue RIA 1997 - 1998
First Investors Corp 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Finance, Property, Renovation, Contract Management, Project Management, Contract Negotiation, Project Planning, Budgets, Construction, Operations Management, Customer Service, Sales, Marketing, Customer Relations, Problem Resolution, Business Management, Strategic Planning, Selling, Team Building, New Business Development, Referrals, Sales Management, Property Management, Single Family Homes, Contractors, Residential Homes, Small Business, Negotiation, Flooring, Management
Education
Merrimack College 1989 — 1994
Business Administration and Management, General
Milford High Grad 1989
C Morcone Painting & Remodeling Inc. August 2004 - Present
C. Morcone Painting & Remodeling Inc. 2004 - Present
Allmerica 2001 - 2002
Fidelity Investments 1998 - 2001
W.E. Donahue RIA 1997 - 1998
First Investors Corp 1995 - 1997
Skills
Real Estate, Investment Properties, Investments, Finance, Property, Renovation, Contract Management, Project Management, Contract Negotiation, Project Planning, Budgets, Construction, Operations Management, Customer Service, Sales, Marketing, Customer Relations, Problem Resolution, Business Management, Strategic Planning, Selling, Team Building, New Business Development, Referrals, Sales Management, Property Management, Single Family Homes, Contractors, Residential Homes, Small Business, Negotiation, Flooring, Management
Education
Merrimack College 1989 — 1994
Business Administration and Management, General
Milford High Grad 1989
Ed Bleiler Ed Bleiler's Allmerica Experience 1999 - 2001
Job Marketplace Specialist at Maxwell Health
Industry Insurance
Experience
Maxwell Health October 2014 - Present
Digital Benefit Advisors/Digital Benefits Marketplace February 2013 - November 2013
Baystate Financial Services, LLC March 2004 - December 2012
Choice Strategies, a division of WageWorks 2002 - 2004
Arthur J. Gallagher and Co. 2001 - 2002
Aetna 2000 - 2001
Allmerica 1999 - 2001
Private Healthcare Systems 1998 - 1999
Blue Cross Blue Shield of Massachusetts May 1991 - November 1997
Benefits Consultant 1988 - 1991
Skills
Senior Executive..., Leadership, Employee Benefits, Health Insurance, Health Insurance..., Benefits Negotiation, Benefits Administration, Self Directed Work Teams, Disability Insurance, Life Insurance, Insurance, Sales, Account Management, Employee Wellness, Employee Engagement, Human Resources, Employee Relations, 401k, CRM, Management, New Business Development, Project Management, Change Management, Licensed Life & Health...
Education
Northeastern University 1983 — 1985
MPA, Public Administration
Utica College of Syracuse University 1979 — 1982
Bachelor's degree, Political Science and Government
Rome Catholic High 1976 — 1978
Maxwell Health October 2014 - Present
Digital Benefit Advisors/Digital Benefits Marketplace February 2013 - November 2013
Baystate Financial Services, LLC March 2004 - December 2012
Choice Strategies, a division of WageWorks 2002 - 2004
Arthur J. Gallagher and Co. 2001 - 2002
Aetna 2000 - 2001
Allmerica 1999 - 2001
Private Healthcare Systems 1998 - 1999
Blue Cross Blue Shield of Massachusetts May 1991 - November 1997
Benefits Consultant 1988 - 1991
Skills
Senior Executive..., Leadership, Employee Benefits, Health Insurance, Health Insurance..., Benefits Negotiation, Benefits Administration, Self Directed Work Teams, Disability Insurance, Life Insurance, Insurance, Sales, Account Management, Employee Wellness, Employee Engagement, Human Resources, Employee Relations, 401k, CRM, Management, New Business Development, Project Management, Change Management, Licensed Life & Health...
Education
Northeastern University 1983 — 1985
MPA, Public Administration
Utica College of Syracuse University 1979 — 1982
Bachelor's degree, Political Science and Government
Rome Catholic High 1976 — 1978
Michael Freker,CFP®,ChFC's Allmerica Experience 1991 - 1995
Job
Industry Financial Services
Experience
Enterprise Strategies Group September 2013 - Present
AXA Advisors August 2005 - Present
Downtown Business Connection February 2006 - January 2012
AIG/American General Securities,Inc August 2003 - August 2005
ING Financial Advisors October 1999 - August 2003
United Securities Alliance 1996 - 1999
Allmerica 1991 - 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Financial Planners, Fixed Annuity Services, Investment Planning, Long Term Care..., Life Insurance Planning, Disability Insurance..., Mutual Fund Services
Education
Florida State University 1980 — 1984
BS, Business Administration
Enterprise Strategies Group September 2013 - Present
AXA Advisors August 2005 - Present
Downtown Business Connection February 2006 - January 2012
AIG/American General Securities,Inc August 2003 - August 2005
ING Financial Advisors October 1999 - August 2003
United Securities Alliance 1996 - 1999
Allmerica 1991 - 1995
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Wealth Management, Financial Planners, Fixed Annuity Services, Investment Planning, Long Term Care..., Life Insurance Planning, Disability Insurance..., Mutual Fund Services
Education
Florida State University 1980 — 1984
BS, Business Administration
Jean Foster Jean Foster's Allmerica Experience 1994 - 1999
Job Looking forward to that new, perfect job.
Industry Insurance
Experience
Potomac Companies, Inc. November 1999 - 2015
Allmerica 1994 - 1999
Unum Provident 1989 - 1994
Skills
Benefits Administration, Brokers, Life Insurance, Term Life Insurance, Employment Practices..., Managed Care, Directors & Officers..., D&O, Health Care Reform, Long-term Care, Flexible Spending..., 401k, Cafeteria Plans, Sales Presentations, Process Improvement, Process Management, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Health Savings Accounts, Account Management, Customer Service, Claim
Education
University of Rhode Island 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Potomac Companies, Inc. November 1999 - 2015
Allmerica 1994 - 1999
Unum Provident 1989 - 1994
Skills
Benefits Administration, Brokers, Life Insurance, Term Life Insurance, Employment Practices..., Managed Care, Directors & Officers..., D&O, Health Care Reform, Long-term Care, Flexible Spending..., 401k, Cafeteria Plans, Sales Presentations, Process Improvement, Process Management, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Health Savings Accounts, Account Management, Customer Service, Claim
Education
University of Rhode Island 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Sandra DeCoff, HIA, PAHM, MHP's Allmerica Experience March 1999 - May 2000
Job Lead Disability Benefit Specialist
Industry Insurance
Experience
Unum June 2004 - Present
New England Claim Association June 2012 - Present
New England Claim Association June 2011 - June 2012
New England Claim Association June 2010 - June 2011
SunLife Financial May 2000 - June 2004
Allmerica March 1999 - May 2000
The Paul Revere Life Insurance Company June 1979 - March 1999
Skills
Disability Insurance, Life Insurance, Claims Management, Health Insurance, Accounting, Customer Service, Disability Taxation, HIA - Health Insurance..., PAHM - Professional..., MHP - Managed..., Insurance, Disabilities, Claim, Workers Compensation
Education
Assumption College
Business
Unum June 2004 - Present
New England Claim Association June 2012 - Present
New England Claim Association June 2011 - June 2012
New England Claim Association June 2010 - June 2011
SunLife Financial May 2000 - June 2004
Allmerica March 1999 - May 2000
The Paul Revere Life Insurance Company June 1979 - March 1999
Skills
Disability Insurance, Life Insurance, Claims Management, Health Insurance, Accounting, Customer Service, Disability Taxation, HIA - Health Insurance..., PAHM - Professional..., MHP - Managed..., Insurance, Disabilities, Claim, Workers Compensation
Education
Assumption College
Business
Athena Kanarian's Allmerica Experience January 1992 - January 1995
Job Subrogation Adjuster at The Hanover Insurance Group
Industry Insurance
Experience
MetLife Auto & Home March 2005 - Present
The Hanover Insurance Group December 1992 - Present
Hanover June 2004 - March 2005
The Hanover Insurance Group June 1998 - February 2005
Hanover June 1998 - July 2004
Liberty Mutual Insurance January 1996 - January 1998
allmerica January 1992 - January 1995
Education
Assumption College
Liberal Arts Program
KEAN COLLEGE OF NEW JERSEY
Commercial Recreation
MetLife Auto & Home March 2005 - Present
The Hanover Insurance Group December 1992 - Present
Hanover June 2004 - March 2005
The Hanover Insurance Group June 1998 - February 2005
Hanover June 1998 - July 2004
Liberty Mutual Insurance January 1996 - January 1998
allmerica January 1992 - January 1995
Education
Assumption College
Liberal Arts Program
KEAN COLLEGE OF NEW JERSEY
Commercial Recreation
Doug Norberg Doug Norberg's Allmerica Experience July 1990 - August 1991
Job Retirement Plan Specialist with over 20 years of experience designing and administering qualified plans.
Industry Financial Services
Experience
Summit Financial Corporation November 1997 - Present
MassMutual January 1990 - November 1997
Allmerica July 1990 - August 1991
State Mutual 1990 - 1991
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Employee Benefits
Education
Syracuse University 1986 — 1990
Syracuse University 1986 — 1990
Bachelor's degree
Summit Financial Corporation November 1997 - Present
MassMutual January 1990 - November 1997
Allmerica July 1990 - August 1991
State Mutual 1990 - 1991
Skills
401k, Retirement, Retirement Planning, Investments, Financial Services, Employee Benefits
Education
Syracuse University 1986 — 1990
Syracuse University 1986 — 1990
Bachelor's degree
Drew Forsberg's Allmerica Experience 1999 - 2000
Job English Teacher at Worcester Academy
Industry Education Management
Experience
Worcester Academy June 2013 - Present
Worcester Academy June 2008 - June 2013
Worcester Academy September 2002 - May 2013
Forsberg Computer Services 2000 - 2008
Optasite 2000 - 2002
Allmerica 1999 - 2000
Worcester Academy 1995 - 1999
American Antiquarian Society June 1993 - September 1994
Skills
Curriculum Design, Teaching, Classroom, Web Development, Databases, Educational Technology, Lesson Planning, Instructional Technology, Curriculum Development, Staff Development, Management, Technology Integration, E-Learning, K-12, Instructional Design
Education
University of New England 2009 — 2011
Masters of Education (School Leadership), Education
Worcester Polytechnic Institute 1999 — 2000
Client-Server Technology Certification, Computer Science
Union College 1991 — 1995
Bachelor's degree, History
Worcester Academy 1985 — 1991
Diploma, High School/Secondary Diploma
Worcester Academy June 2013 - Present
Worcester Academy June 2008 - June 2013
Worcester Academy September 2002 - May 2013
Forsberg Computer Services 2000 - 2008
Optasite 2000 - 2002
Allmerica 1999 - 2000
Worcester Academy 1995 - 1999
American Antiquarian Society June 1993 - September 1994
Skills
Curriculum Design, Teaching, Classroom, Web Development, Databases, Educational Technology, Lesson Planning, Instructional Technology, Curriculum Development, Staff Development, Management, Technology Integration, E-Learning, K-12, Instructional Design
Education
University of New England 2009 — 2011
Masters of Education (School Leadership), Education
Worcester Polytechnic Institute 1999 — 2000
Client-Server Technology Certification, Computer Science
Union College 1991 — 1995
Bachelor's degree, History
Worcester Academy 1985 — 1991
Diploma, High School/Secondary Diploma
Isabel (Segarra) Sabeta's Allmerica Experience 1988 - 2000
Job Client Service Consultant
Industry Insurance
Experience
CIGNA Healthcare February 1989 - Present
Allmerica 1988 - 2000
Skills
Health Insurance, Managed Care, Insurance, Healthcare, Employee Benefits, Customer Service, Medicare, Process Improvement, Account Management, Strategic Planning, Team Building, Microsoft Excel, HIPAA, Business Analysis, Microsoft Office, Hospitals, Healthcare Information..., Sales, Vendor Management, Project Management, Underwriting
Education
Fordham University 1989 — 1993
CIGNA Healthcare February 1989 - Present
Allmerica 1988 - 2000
Skills
Health Insurance, Managed Care, Insurance, Healthcare, Employee Benefits, Customer Service, Medicare, Process Improvement, Account Management, Strategic Planning, Team Building, Microsoft Excel, HIPAA, Business Analysis, Microsoft Office, Hospitals, Healthcare Information..., Sales, Vendor Management, Project Management, Underwriting
Education
Fordham University 1989 — 1993
Ed Dolan, CPA's Allmerica Experience 2002 - 2005
Job Clinton Plant Controller at Nypro
Industry Computer Networking
Experience
Nypro, a Jabil Company April 2014 - Present
Nypro, a Jabil Company October 2011 - April 2014
Yankee Candle Company December 2010 - September 2011
3Com March 2007 - December 2010
Synqor 2006 - 2007
Concord Communications April 2005 - February 2006
Allmerica 2002 - 2005
PricewaterhouseCoopers August 1999 - May 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Strategic Financial..., GAAP, Auditing, Forecasting, US GAAP, Accounts Receivable, Financial Analysis, Financial Modeling, Cash Flow, General Ledger, Finance, SAP, SEC filings, Variance Analysis, Software Documentation
Education
Bentley University 1995 — 1999
Accounting
Nypro, a Jabil Company April 2014 - Present
Nypro, a Jabil Company October 2011 - April 2014
Yankee Candle Company December 2010 - September 2011
3Com March 2007 - December 2010
Synqor 2006 - 2007
Concord Communications April 2005 - February 2006
Allmerica 2002 - 2005
PricewaterhouseCoopers August 1999 - May 2002
Skills
Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Strategic Financial..., GAAP, Auditing, Forecasting, US GAAP, Accounts Receivable, Financial Analysis, Financial Modeling, Cash Flow, General Ledger, Finance, SAP, SEC filings, Variance Analysis, Software Documentation
Education
Bentley University 1995 — 1999
Accounting
Vivian A. Gyimah, MBA's Allmerica Experience January 1997 - January 1998
Job Care Coordination
Industry Insurance
Experience
Fallon Total Care May 2013 - Present
EMKCHC May 2008 - May 2013
Edward M. Kennedy Community Health Center January 2008 - May 2013
West African Products Store January 2001 - January 2008
Cabrini Medical Center January 2000 - January 2007
Cabrini Medical Center January 1998 - January 2000
Allmerica January 1997 - January 1998
Coler Memorial Hospital January 1992 - January 1993
Skills
Project Planning, Operations Management, Organizational..., Customer Service, Managed Care, and Healthcare..., Community Outreach, Hospitals, Organizational..., Training, Case Managment, Healthcare, Operations Management, Crisis Intervention, Public Health, Treatment, Program Development, Mental Health, Public Speaking, Nonprofits, Patient Safety, Access, Healthcare Management, Healthcare Information..., Teaching, Strategic Planning, Staff Development, Patient Advocacy, Medicaid, Coaching, Patient Education, Healthcare Consulting
Education
Assuption College 2010 — 2012
MBA, Operations/HR
Assumption College
Master of Business Administration (MBA), Operations Management
Saint John's University
Bachelor of Science, Health Service Administration
St. John's University
Bachelor of Science, Health Care Administration
Fallon Total Care May 2013 - Present
EMKCHC May 2008 - May 2013
Edward M. Kennedy Community Health Center January 2008 - May 2013
West African Products Store January 2001 - January 2008
Cabrini Medical Center January 2000 - January 2007
Cabrini Medical Center January 1998 - January 2000
Allmerica January 1997 - January 1998
Coler Memorial Hospital January 1992 - January 1993
Skills
Project Planning, Operations Management, Organizational..., Customer Service, Managed Care, and Healthcare..., Community Outreach, Hospitals, Organizational..., Training, Case Managment, Healthcare, Operations Management, Crisis Intervention, Public Health, Treatment, Program Development, Mental Health, Public Speaking, Nonprofits, Patient Safety, Access, Healthcare Management, Healthcare Information..., Teaching, Strategic Planning, Staff Development, Patient Advocacy, Medicaid, Coaching, Patient Education, Healthcare Consulting
Education
Assuption College 2010 — 2012
MBA, Operations/HR
Assumption College
Master of Business Administration (MBA), Operations Management
Saint John's University
Bachelor of Science, Health Service Administration
St. John's University
Bachelor of Science, Health Care Administration
Kathy Sheehan's Allmerica Experience 1993 - 1993
Job Finance and Internal Controls Partner Focused on Process Optimization
Industry Financial Services
Experience
Best Doctors April 2012 - January 2014
Textron Systems May 2006 - April 2012
GE-Electric Insurance 1996 - 2006
Consolidated Group 1994 - 1996
Allmerica 1993 - 1993
Liberty Mutual 1991 - 1993
Coopers & Lybrand 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Management, Cross-functional Team..., Forecasting, Mergers, Analysis, Mergers & Acquisitions, Financial and..., Internal Audit, Leadership, Manufacturing, Six Sigma, Auditing, Budgets, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Finance, Internal Controls, Managerial Finance, Business Process, Business Intelligence, Project Management, Cost Accounting, Strategic Planning, Process Improvement, Project Planning, Integration, General Ledger, Business Process..., Financial Modeling, Strategic Financial..., Corporate Finance, Financial Planning, Shared Services
Education
Merrimack College 1984 — 1988
BS in Business Administration, Accounting
Best Doctors April 2012 - January 2014
Textron Systems May 2006 - April 2012
GE-Electric Insurance 1996 - 2006
Consolidated Group 1994 - 1996
Allmerica 1993 - 1993
Liberty Mutual 1991 - 1993
Coopers & Lybrand 1988 - 1991
Skills
Financial Analysis, Microsoft Excel, Management, Cross-functional Team..., Forecasting, Mergers, Analysis, Mergers & Acquisitions, Financial and..., Internal Audit, Leadership, Manufacturing, Six Sigma, Auditing, Budgets, Accounting, Sarbanes-Oxley Act, Financial Reporting, Risk Management, Finance, Internal Controls, Managerial Finance, Business Process, Business Intelligence, Project Management, Cost Accounting, Strategic Planning, Process Improvement, Project Planning, Integration, General Ledger, Business Process..., Financial Modeling, Strategic Financial..., Corporate Finance, Financial Planning, Shared Services
Education
Merrimack College 1984 — 1988
BS in Business Administration, Accounting
Randall Madge, PMP's Allmerica Experience July 1997 - December 1997
Job Senior Project Manager at Staples
Industry Information Technology and Services
Experience
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Staples March 2005 - Present
Fidelity Investments 1998 - 2005
Sun Life 1999 - 2002
Allmerica July 1997 - December 1997
New England Electric 1995 - July 1997
New England Electric July 1992 - February 1995
D&B Software 1986 - 1992
Skills
SDLC, Requirements Analysis, E-commerce, Agile Methodologies, Business Analysis, Project Management, Software Project..., Visio, Integration, Mobile Applications, Cross-functional Team..., Analysis, PMP, PMO, Systems Analysis, Web Applications, JIRA, Information Technology, Management, IT Management, ecommerce, Financial Services, Business Systems, Vendor Management, Software Development..., Testing, Requirements Management, Waterfall, Requirements Gathering, Agile, MS Project, PowerPoint, Microsoft Excel, Version One, Program Management
Education
Bridgewater State College 1978 — 1980
BS
Atwater Sue's Allmerica Experience May 1999 - May 2000
Job Business Manager at C/W Mars,Inc.
Industry Libraries
Experience
C/W Mars,Inc. May 2000 - Present
Allmerica May 1999 - May 2000
Allmerica December 1999 - April 2000
Springfield Municipal Hospital June 1970 - October 1999
Skills
Customer Service, Accounting, human..., Customer service..., Nonprofits, Strategic Planning, Event Planning, Access, Project Management, Editing, Research, Payroll, Microsoft Office, Training, Microsoft Excel, Staff Development, Management, Human Resources
Education
Anna Maria College 1997 — 1999
MBA, Business Administration/Accounting
C/W Mars,Inc. May 2000 - Present
Allmerica May 1999 - May 2000
Allmerica December 1999 - April 2000
Springfield Municipal Hospital June 1970 - October 1999
Skills
Customer Service, Accounting, human..., Customer service..., Nonprofits, Strategic Planning, Event Planning, Access, Project Management, Editing, Research, Payroll, Microsoft Office, Training, Microsoft Excel, Staff Development, Management, Human Resources
Education
Anna Maria College 1997 — 1999
MBA, Business Administration/Accounting
Deb Whittredge's Allmerica Experience 1995 - 1997
Job Deb Whittredge CPA
Industry Accounting
Experience
Deb Whittredge CPA June 2009 - Present
C&SBuilders 1997 - 2009
Allmerica 1995 - 1997
Allmerica Financial 1993 - 1995
Ernst & Young 1989 - 1992
Skills
Cash Flow Management, Budgeting, Financial Statement..., Proficient in..., Assist with..., Month End Close, Construction Accounting..., Accounting, Finance, Internal Audit, Budgets, Internal Controls, Tax, Auditing, Financial Statements, Strategic Planning, Access, Analysis, Bookkeeping, Cash Flow, Financial Analysis
Education
Nichols College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern MA University 1985 — 1989
Bachelor of Science, Accounting
Shepherd Hill
Deb Whittredge CPA June 2009 - Present
C&SBuilders 1997 - 2009
Allmerica 1995 - 1997
Allmerica Financial 1993 - 1995
Ernst & Young 1989 - 1992
Skills
Cash Flow Management, Budgeting, Financial Statement..., Proficient in..., Assist with..., Month End Close, Construction Accounting..., Accounting, Finance, Internal Audit, Budgets, Internal Controls, Tax, Auditing, Financial Statements, Strategic Planning, Access, Analysis, Bookkeeping, Cash Flow, Financial Analysis
Education
Nichols College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern MA University 1985 — 1989
Bachelor of Science, Accounting
Shepherd Hill
Charles Dana Tatro's Allmerica Experience 2001 - 2003
Job SVP and Actuary at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group 2013 - Present
The Hartford 2004 - 2009
The Hartford 2004 - 2009
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Skills
Series 6, Portfolio Management, Risk Management, Asset Allocation, FINRA, Series 24, Pensions, Fixed Income, Actuarial Science, Underwriting, Asset Management, Equities
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS), Mathematics
MassMutual Financial Group January 2013 - Present
MassMutual Financial Group 2013 - Present
The Hartford 2004 - 2009
The Hartford 2004 - 2009
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Allmerica 2001 - 2003
Skills
Series 6, Portfolio Management, Risk Management, Asset Allocation, FINRA, Series 24, Pensions, Fixed Income, Actuarial Science, Underwriting, Asset Management, Equities
Education
The University of Connecticut 1987 — 1991
Bachelor of Science (BS), Mathematics