Berkshire Life Insurance Company
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Berkshire Life Insurance Company Employees
Allianz of America, Inc. May 2002 - April 2012
The Guardian Life Insurance Company of America (merged with Berkshire Life) August 2001 - May 2002
Berkshire Life Insurance Company November 1996 - August 2001
Mutual of Omaha April 1992 - November 1996
Skills
Loan origination & deal..., Analytic & research..., Creative problem solving, Team focused, Negotiating, Building Strong..., Real Estate, Real Estate Economics, Mortgage Lending, Investments, Management, Due Diligence, Investment Properties, Strategic Planning, Negotiation, Finance, Property Management, Credit, Loans, Creative Problem Solving, Commercial Mortgages, Equities, Portfolio Management
Education
Creighton University
Master of Business Administration (M.B.A.), Finance, General
Creighton University
Bachelor’s Degree, History
Bergen Catholic High School
College preparatory
Guardian Life May 2013 - Present
Guardian Life Insurance May 2010 - Present
Berkshire Life Insurance Co. August 2004 - Present
2004-2009Berkshire Life Insurance Company August 2004 - Present
Guardian Life 2004 - Present
Berkshire Life Insurance Company January 2009 - July 2009
2003-2004 January 2003 - August 2004
Senior Benefits Advisors May 2002 - May 2004
United Way of Pioneer Valley June 2003 - September 2003
United Way of Western Massachusetts 2003 - 2003
Skills
Business Development, Retirement Planning, Training, Insurance, Marketing, Marketing Strategy, Sales, Disability Insurance, Strategic Planning, Leadership, Management, Small Business, Time Management, Investments, Public Speaking, Strategy, Customer Service, Estate Planning, Financial Services, Employee Benefits, Risk Management, Networking, Account Management, Fundraising, Lead Generation, Life Insurance, Long-term Care, Sales Operations, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 1999 — 2001
MBA, Master of Businee Administration
University of Massachusetts
Bachelor of Art, Communication
Website Solutions by Connecting Rainbows September 2005 - Present
Keane, Inc. January 1997 - January 2002
Berkshire Life Insurance Company September 1990 - October 1996
Education
Massachusetts College of Liberal Arts 1986 — 1990
B.S., Computer Science
Massachusetts College of Liberal Arts 1986 — 1990
B.A., Mathematics
Guardian Life Insurance Company 2001 - 2013
Berkshire Life Insurance Company (merged with Guardian Life in 2001) 1991 - 2001
Berkshire Life Insurance Company 1990 - 1991
The Putnam Companies 1985 - 1990
Skills
Fixed Income, Bloomberg, Investments, Portfolio Management, Securities, Mutual Funds, Financial Analysis, Financial Modeling, Leveraged Finance, Bonds, Credit, Fundamental Analysis, Private Placements, High Yield Bonds, Bloomberg Terminal, Credit Rating, Fixed Income Credit..., Investment..., Public Fixed Income..., Leveraged Loans, Microsoft Office -..., Credit Research, Investment Grade Bonds, Credit Agreements, Loan/Bond Covenants, Credit Surveillance, Credit Analysis, Trading, Capital Markets
Education
Bentley University
Bachelor of Science (B.S.), Accounting
Bentley University
Associate of Science (AS), Management
Pittsfield High School
Integrated Financial Partners October 2006 - Present
Baystate Financial Services 2002 - 2006
Berkshire Life Insurance Company January 1999 - December 2000
CIGNA Financial Advisors May 1992 - December 1998
Baystate Financial Services 1979 - 1992
Steffian Bradley Architects 1973 - 1979
Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning
Education
The American College 1982 — 1984
Notheastern University 1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration
College for Financial Planning
AXA Equitable July 2005 - Present
LIMRA Advanced Marketing Committee 2006 - 2013
ICG Financial March 2004 - July 2005
American Skandia May 2000 - March 2004
Berkshire Life Insurance Company 1980 - 1997
US Army, Judge Advocate Generals Corp 1975 - 1978
Skills
Series 7, Series 63, Estate Planning, Retirement Planning, Business Continuity..., Life Insurance Planning, Life Insurance, Insurance, Fixed Annuities, Mutual Funds, Retirement, Series 6, Financial Services, 401k, Wealth Management, Securities, Term Life Insurance, Disability Insurance, Long-term Care, IRAs, Financial Planners, FINRA, Wealth, Long Term Care Insurance, Investment Advisory, Variable Annuities, Strategic Financial..., Asset Allocation, Investments, Wealth Management..., Financial Advisory, Alternative Investments, Universal Life, Financial Planning
Education
Boston College Law School
JD
Fordham University
BA, Economics
Berkshire Life May 1997 - Present
Berkshire Life Insurance Company 1997 - Present
Skills
Project Management, Project Management..., Project Management Plan, Project Management Tools, Software Project..., Business Analysis, PMP, Business Requirements, PMO, SDLC, Requirements Gathering, Vendor Management, IT Strategy, IT Management, Program Management
Education
Union College 1989 — 1993
Masters, Business Administration
Berkshire Life Ins. Company January 2008 - Present
Guardian Life Insurance Company of America 2008 - Present
Berkshire Life Insurance Company of America 2007 - Present
Berkshire Life/Guardian Life 2007 - Present
Berkshire Life Insurance Company August 2004 - December 2007
Skills
Insurance, Business Process..., Disability Insurance, Management, Access, Business Analysis, Visio, Vendor Management, Human Resources, Health Insurance, SDLC, Process Improvement, Risk Management, Underwriting, Team Leadership, Software Documentation, Requirements Gathering, Security, SharePoint, Disaster Recovery, Data Analysis, Program Management, Requirements Analysis, Training, IT Management, PMP, Business Requirements, Databases, Integration, IT Strategy, PMO, ITIL
Education
American International College 1986 — 1990
BA, Accounting
American International College 1986 — 1990
Bachelor's degree, Accounting
Special Funds Conservation Committee November 2014 - Present
Health Law Clinic January 2014 - May 2014
Berkshire Life Insurance Company June 2013 - August 2013
Government Law Center May 2012 - March 2013
Kahn and Richardson April 2012 - December 2012
Blair Companies May 2010 - August 2010
Skills
Legal Research, Legal Writing
Education
Albany Law School of Union University 2011 — 2014
Juris Doctor (J.D.), Health Law, cum laude
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Science (B.S.), Business and Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2007 — 2011
Bachelor of Science (BS), Business Management
Berkshire Life Insurance Company May 1998 - Present
Guardian Life Insurance Co. of America January 1998 - Present
Brown Co. January 1990 - January 1998
Education
Bowling Green State University
BS, Biology and Chemistry
Cleveland State University
Bachelors Science Degree, Biology/Chemistry/Arts
OHIO Life & Health State Insurance
The American College
Berkshire Life Insurance Company 2008 - Present
John Hancock October 1980 - September 2008
Skills
Insurance, Fixed Annuities, Life Insurance, Actuarial Science
Education
Mount Holyoke College
Beachside Consulting Services, LLC August 2015 - Present
Group Business Software October 2010 - August 2015
Relavis Corporation (formerly MFJ International, acquired by Group Business Software) 1989 - October 2010
Berkshire Life Insurance Company 1982 - 1989
Radio 1977 - 1982
Skills
Lotus Domino, Lotus Notes, LotusScript, Software Development, Project Management, Business Analysis, Lotus, CRM software, Lotus Formula, JavaScript, Java, CSS, HTML, SQL, Blackberry, Vaultus Mobile..., Technical Training, Public Speaking, Mainframe development, CA-IDEAL, CA-DATACOM, DB2, COBOL, OS 370 Assembler, Relational Databases, CRM, Mobile Applications, Product Management, Professional Services, Mobile Devices, Software Documentation, Software Project..., Enterprise Software, Messaging, Mainframe
Education
Villanova University
State University of New York College at Geneseo
BA, Speech Communication
Kyani 2011 - Present
Kyani International 2011 - Present
New Hampshire Build 2003 - 2004
Hillcrest Hospital 1984 - 1999
Berkshire Life Insurance Company 1973 - 1975
Newton Walthan Bank June 1972 - December 1972
Beneficial Finance Company May 1971 - June 1972
Berkshire Life Insurance Company June 1969 - May 1971
Skills
Network Marketing, Nutrition, Wellness Coaching, Wellness, Home Based Business, Healthcare, Web Design and..., Microsoft Office, Microsoft Word, Microsoft Excel, Home Care, Banking, Photoshop, PowerPoint, Organization, Lifestyle, Personal Development, Entrepreneurship, HTML, Team Building, Supplements, Wellbeing, Weight Training, Weight, Leadership, Fitness Training, Sales
Education
New Hamphsire Technical College 1999 — 2002
Associate of Science (A.S.), Computer Technologies, 3.9
Berkshire Community College 1982 — 1983
Certified Repiratory Therapist, Respiratory Care Therapy/Therapist, 3.8
LEARNSOMETHING, INC September 2010 - Present
Guardian Life Insurance Company of America September 2002 - October 2009
Berkshire Life Insurance Company July 1997 - September 2002
Berkshire Life Insurance Company July 1995 - July 1997
Berkshire Life Insurance Company March 1993 - July 1995
Skills
Team Building, Problem Solving, Process Improvement, Policy, Sales Support, Event Planning, Writing, Customer Service, Microsoft Office, Excel, Customer Relations, Insurance, Social Media, Administration, PowerPoint, Negotiation, Planning, Access, Compliance, Microsoft Excel, System Administration, Sales Operations, Training
Education
Westfield State University 1988 — 1990
BS, Business Management, Mass Communication and Sociology
Berkshire Community College 1986 — 1988
AA, Liberal Arts
The Nolan Company January 2010 - Present
The Nolan Company January 1998 - December 2009
The Nolan Company January 1995 - December 1998
The Nolan Company April 1989 - December 1997
The Nolan Company January 1985 - March 1989
The Nolan Company January 1979 - December 1984
The Nolan Company April 1975 - December 1979
Berkshire Life Insurance Company October 1968 - April 1975
The Hartford Insurance Group October 1966 - September 1968
Education
University of Massachusetts, Amherst 1972 — 1976
MBA, Management
East Carolina University 1965 — 1966
Masters Program- Business & Economics
Saint Joseph's University 1960 — 1964
BS, Business Administration, Marketing
SABIC Innovative Plastics August 2011 - Present
Berkshire Children & Families December 2010 - August 2011
Berkshire Life Insurance Company 2007 - 2009
Berkshire Life Insurance Company 1999 - 2007
Commonwealth Bancshares Coporation 1981 - 1986
Skills
Strategic Planning, Marketing Communications, Public Relations, Integrated Marketing, Strategic Communications, Strategy, Market Research, Leadership, Advertising, Program Management, Internal Communications, Event Management, Corporate Communications, Marketing, Research
Education
Slippery Rock University of Pennsylvania
BA, English
West Virginia University
Journalism
Sun Life Communications ConsultantSun Life Financial2006 - Present
MML Investors Services March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company June 1995 - July 2000
Skills
Program Management, Business Process..., Editing, Financial Services, Copywriting, Creative Direction, Corporate Communications, Strategy, Retirement, Insurance, Marketing, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds
Education
University of Connecticut 1976 — 1981
BA, Political Science/Economics
Aon November 2000 - Present
Berkshire Life Insurance Company 1988 - 2000
Berkshire Life 1988 - 2000
Skills
Insurance, Actuarial Science, Reinsurance, General Insurance, Underwriting, Brokers, Financial Risk
Education
Hamilton College 1984 — 1988
BA, Mathematics & Economics
Guardian Life Insurance Company of America - Central Ohio Agency April 2014 - Present
Guardian Life Insurance Company January 2011 - March 2014
Berkshire Life Insurance Company January 2009 - December 2010
Education
Bryant University
BSBA, Accounting
Petri Consulting Group LLC 2015 - 2015
Petri Consulting Group LLC 2015 - 2015
Sun Life Financial January 2006 - October 2014
MML Investors Services, Inc. March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company July 1995 - July 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Planning, Marketing Strategy, Leadership, Employee Benefits, Business Strategy, Press Releases, Insurance, Corporate Communications, Public Relations, Sales, Customer Service
Education
University of Connecticut 1979 — 1981
Bachelor's Degree, Political Economy
Vivint Solar July 2015 - Present
MetLife December 2013 - April 2014
Consolidated Health Plans October 2010 - May 2013
Berkshire Life Insurance Company June 2004 - July 2008
MassMutual Insurance Company March 2002 - June 2004
Integrated Disability Resources July 2000 - March 2002
Unum Provident Insurance Company June 1997 - February 2000
Skills
Insurance, Employee Benefits, Claim, Disability Insurance, Risk Management, Health Insurance, Customer Service, Contract Negotiation, Leadership, Microsoft Office, PowerPoint, Workshop Facilitation, Policy Analysis, Underwriting, Claims Management, Workers Compensation, Strategic Planning, Medicare, Health Savings Accounts, Management, Long-term Care, Finance, Database Administration, Networking, Accident, Liability, Team Building, Healthcare, Claim Investigation, Life Insurance, Brokers, Recruiting, Interviews, Training, Provider Relations
Education
University of Massachusetts at Amherst - Isenberg School of Management 2006 — 2010
MBA
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor's Degree, Human Resources
Law Office of David L. Kalib January 2008 - Present
Berkshire Life Insurance Company July 1976 - December 2007
Education
Boston College Law School 1963 — 1966
llb, law
Suffolk University 1959 — 1963
ab, history
boston english high school 1956 — 1959
The Hartford July 2011 - Present
Phoenix Life Insurance Company 2007 - 2009
Genworth Financial 2005 - 2007
Travelers Life & Annuity 2004 - 2005
Sage Life Assurance of America 1997 - 2004
Berkshire Life Insurance Company 1990 - 1997
Byrne Slater Sandler Shulman & Rouse 1987 - 1990
Skills
Insurance, Insurance Law, Securities
Education
Suffolk University Law School
JD, Law
Middlebury College
BA, Political Science
Berkshire Life Insurance Company May 2011 - Present
Inland Management April 2004 - May 2011
Coopers & Lybrand 1993 - 1996
Skills
Accounting, Financial Reporting, Financial Analysis, Finance, General Ledger, Process Improvement, Microsoft Excel, Access, Payroll, Financial Accounting, Accounts Receivable, Financial Statements, Accounts Payable, Tax, Customer Service, Managerial Finance, Strategic Planning, Negotiation, Sales
Education
Western New England University 1989 — 1993
Master of Business Administration (M.B.A.), Accounting
North Adams State College 1984 — 1986
Bachelor of Business Administration (B.B.A.), Finance/Economics
Berkshire Community College 1981 — 1983
Associate of Science (A.S.), Engineering
Law Office of Julia Leedham Rindfuss, Esq. November 2013 - Present
Paula K. Almgren, Attorney at Law P.C. January 2009 - October 2013
Berkshire Life Insurance Company September 1997 - November 2000
Education
Northeastern University School of Law 1994 — 1996
JD, Law
Boston University 1983 — 1985
BA, Liberal Arts
Northeastern University 1981 — 1982
Marvin and Company, P.C. 2005 - Present
Canyon Ranch in Lenox 2002 - 2005
Berkshire Life Insurance Company 2001 - 2002
Berkshire Life Insurance Company 1998 - 2001
Skills
Employee Relations, Employee Benefits, HR Policies, Human Resources, Recruiting, Payroll, Customer Service
Education
Society for Human Resources Management
Senior Professional of Human Resources (SPHR) designation
Siena College 1993 — 1996
Bachelor of Applied Science (B.A.Sc.), Marketing/Marketing Management, General
Hampshire College April 2013 - Present
Berkshire County Regional Housing Authority August 2011 - March 2013
Berkshire Community Action Council November 2008 - August 2011
Berkshire Life Insurance Company April 2009 - February 2010
Skills
Community Outreach, Microsoft Excel, Nonprofits, Case Managment, Social Services
Education
University of Massachusetts, Amherst 2003 — 2006
B.A., Sociology/Criminal Justice
Appalachian State University 2001 — 2003
Sociology
Berkshire Community College 1998 — 2001
A.A., General Studies