Keyport Life Insurance Company
Description
Address: 96 E Providence Secondary Trac, Pawtucket, RI 02860 Phone: (401) 334-8425Place name: : : Hours: : Category: : : Website: : Website: https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=830632 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. · Own this business?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 Keyport Life Insurance Posting publicly on the Web Write a review Reviews Be the first to review
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Keyport Life Insurance Company Employees
Employee
Years
Job
Industry
Meredith (Baker) Hayes Meredith (Baker) Hayes's Keyport Life Insurance Company Experience May 1986 - December 1993
Job Lead Business Analyst at Boston Data Group /Consultant at MassDOT
Industry Information Technology and Services
Experience
Boston Data Group February 2008 - Present
Keyport Life Insurance Company May 1986 - December 1993
Skills
Business Analysis, SDLC, Business Intelligence, Data Warehousing, IT Strategy, IT Management, Program Management, Project Management, Change Management, Team Leadership, Strategic Planning, Requirements Gathering, Expert in IBM Blueworks..., Business Requirements, Requirements Analysis, Visio, Analysis, Process Improvement, Business Process, Integration, Vendor Management, Business Process..., Software Documentation, Software Project..., Management, SQL
Education
Boston University
BS Computer Science
Boston Data Group February 2008 - Present
Keyport Life Insurance Company May 1986 - December 1993
Skills
Business Analysis, SDLC, Business Intelligence, Data Warehousing, IT Strategy, IT Management, Program Management, Project Management, Change Management, Team Leadership, Strategic Planning, Requirements Gathering, Expert in IBM Blueworks..., Business Requirements, Requirements Analysis, Visio, Analysis, Process Improvement, Business Process, Integration, Vendor Management, Business Process..., Software Documentation, Software Project..., Management, SQL
Education
Boston University
BS Computer Science
Daniel Christopher Daniel Christopher's Keyport Life Insurance Company Experience November 1994 - May 1996
Job Business Solutions Architect IT Clinical Applications at PAREXEL
Industry Pharmaceuticals
Experience
PAREXEL January 2011 - Present
AMEC Environment & Infrastructure UK Limited June 2006 - January 2011
PAREXEL October 2002 - June 2006
C&C Consulting Group May 1996 - October 2002
Keyport Life Insurance Company November 1994 - May 1996
Liberty Mutual Insurance 1991 - 1995
Skills
Business Intelligence, Data Warehousing, Database Design, Microsoft SQL Server, Team Leadership, Oracle PL/SQL..., Data Modeling, Financial Accounting, Database API..., ERP..., Integration, Management
Education
University of Massachusetts, Amherst
MIS
PAREXEL January 2011 - Present
AMEC Environment & Infrastructure UK Limited June 2006 - January 2011
PAREXEL October 2002 - June 2006
C&C Consulting Group May 1996 - October 2002
Keyport Life Insurance Company November 1994 - May 1996
Liberty Mutual Insurance 1991 - 1995
Skills
Business Intelligence, Data Warehousing, Database Design, Microsoft SQL Server, Team Leadership, Oracle PL/SQL..., Data Modeling, Financial Accounting, Database API..., ERP..., Integration, Management
Education
University of Massachusetts, Amherst
MIS
Patty Meister Patty Meister's Keyport Life Insurance Company Experience 1995 - 1999
Job Director of Zengagement at Zentila
Industry Marketing and Advertising
Experience
Zentila June 2013 - Present
Gaylord Palms Resort & Convention Center November 2001 - May 2013
PlanetHollywood.com September 2000 - November 2001
Darden Restaurants April 1999 - September 2000
Keyport Life Insurance Company 1995 - 1999
Skills
Brand Development, Advertising, Marketing Communications, Email Marketing, Promotions, Marketing Strategy, Social Media Marketing, Marketing, Creative Direction, Event Management, Trade Shows, E-commerce, Web Design, Sales, Budgets
Education
Florida Southern College
B.S., Communications
Palm Beach Gardens High School
Zentila June 2013 - Present
Gaylord Palms Resort & Convention Center November 2001 - May 2013
PlanetHollywood.com September 2000 - November 2001
Darden Restaurants April 1999 - September 2000
Keyport Life Insurance Company 1995 - 1999
Skills
Brand Development, Advertising, Marketing Communications, Email Marketing, Promotions, Marketing Strategy, Social Media Marketing, Marketing, Creative Direction, Event Management, Trade Shows, E-commerce, Web Design, Sales, Budgets
Education
Florida Southern College
B.S., Communications
Palm Beach Gardens High School
David Mollo David Mollo's Keyport Life Insurance Company Experience November 1991 - September 1993
Job Director, Sales and Service Strategy at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Fidelity Investments June 2015 - Present
Fidelity Investments July 2014 - June 2015
New York Life Insurance Company September 2013 - July 2014
Sun Life Financial January 2013 - September 2013
Sun Life Financial September 2011 - January 2013
Sun Life Financial October 2004 - September 2011
Sun Life Financial Distributors April 2002 - October 2004
MFS Investment Management June 1999 - April 2002
Merrill Lynch September 1993 - June 1999
Keyport Life Insurance Company November 1991 - September 1993
Skills
Insurance, Project Management, Investments, Series 6, Series 7, Series 63, Process Improvement, Analysis, Financial Services, Leadership, Management, Relationship Management, Risk Management, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
MBA, Finance, Marketing
University of Rhode Island 1986 — 1991
Bachelor's, Journalism, Public Relations
Anne Marie Anderson's Keyport Life Insurance Company Experience January 1998 - June 2000
Job Director of Finance at Whitridge Associates
Industry Staffing and Recruiting
Experience
Whitridge Associates July 2006 - Present
The Computer Merchant June 2000 - June 2006
Keyport Life Insurance Company January 1998 - June 2000
Bradlees Stores, Inc. August 1990 - January 1998
Skills
Payroll, Client Billing, Accounting, General Ledger, ADP Payroll, Financial Reporting, Financial Statements, Process Improvement, Strategic Planning, Finance, Revenue Recognition, Recruiting, Talent Acquisition, SDLC, Training, Management, Applicant Tracking..., Leadership, Vendor Management
Education
Bentley University
Bachelor of Science (BS), Management
Bentley University
Associate's degree, Business Administration and Management, General
Whitridge Associates July 2006 - Present
The Computer Merchant June 2000 - June 2006
Keyport Life Insurance Company January 1998 - June 2000
Bradlees Stores, Inc. August 1990 - January 1998
Skills
Payroll, Client Billing, Accounting, General Ledger, ADP Payroll, Financial Reporting, Financial Statements, Process Improvement, Strategic Planning, Finance, Revenue Recognition, Recruiting, Talent Acquisition, SDLC, Training, Management, Applicant Tracking..., Leadership, Vendor Management
Education
Bentley University
Bachelor of Science (BS), Management
Bentley University
Associate's degree, Business Administration and Management, General
Christopher Lazzaro Christopher Lazzaro's Keyport Life Insurance Company Experience December 1991 - May 1993
Job Vice President, Client Portfolio Manager at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles & Company July 2009 - Present
Loomis Sayles & Company August 2006 - August 2009
Loomis Sayles & Company March 2000 - August 2006
New York Life Benefit Services, Inc. August 1999 - March 2000
Schofield & Company February 1998 - August 1999
DALBAR, Inc. May 1993 - January 1998
Keyport Life Insurance Company December 1991 - May 1993
The Shareholder Services Group, Inc. January 1990 - December 1991
Skills
Asset Allocation, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Investment Management, Investments, Portfolio Management, Hedge Funds, Equities, Financial Services, ETFs, Series 7, Securities, Mutual Funds, Capital Markets, Bloomberg, Asset Management
Education
Salem State University
Bachelor of Arts, English
Winthrop High School, Winthrop, MA
Loomis Sayles & Company July 2009 - Present
Loomis Sayles & Company August 2006 - August 2009
Loomis Sayles & Company March 2000 - August 2006
New York Life Benefit Services, Inc. August 1999 - March 2000
Schofield & Company February 1998 - August 1999
DALBAR, Inc. May 1993 - January 1998
Keyport Life Insurance Company December 1991 - May 1993
The Shareholder Services Group, Inc. January 1990 - December 1991
Skills
Asset Allocation, Investment Strategies, Fixed Income, Alternative Investments, Asset Managment, Investment Management, Investments, Portfolio Management, Hedge Funds, Equities, Financial Services, ETFs, Series 7, Securities, Mutual Funds, Capital Markets, Bloomberg, Asset Management
Education
Salem State University
Bachelor of Arts, English
Winthrop High School, Winthrop, MA
Cristin Madden's Keyport Life Insurance Company Experience January 1995 - October 1996
Job Commercial Lending Officer at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank April 2013 - Present
BB&T January 2013 - April 2013
BB&T December 2009 - December 2012
Colonial Bank September 2004 - December 2009
Colonial Bank June 2001 - August 2004
Colonial Bank 2000 - 2001
Florida Gulf Coast University 1999 - 2000
Sunny Days Catamaran's October 1996 - September 1997
Keyport Life Insurance Company January 1995 - October 1996
Skills
Banking, Loans, Financial Analysis, Finance, Commercial Real Estate..., Small Business Lending, Team Building, Sales, Customer Service, Commercial Mortgages, Cash Management, Small Business, Commercial Lending
Education
Florida Gulf Coast University 1998 — 2001
MBA, Finance
University of Massachusetts, Amherst
Bachelor of Science
BMO Harris Bank April 2013 - Present
BB&T January 2013 - April 2013
BB&T December 2009 - December 2012
Colonial Bank September 2004 - December 2009
Colonial Bank June 2001 - August 2004
Colonial Bank 2000 - 2001
Florida Gulf Coast University 1999 - 2000
Sunny Days Catamaran's October 1996 - September 1997
Keyport Life Insurance Company January 1995 - October 1996
Skills
Banking, Loans, Financial Analysis, Finance, Commercial Real Estate..., Small Business Lending, Team Building, Sales, Customer Service, Commercial Mortgages, Cash Management, Small Business, Commercial Lending
Education
Florida Gulf Coast University 1998 — 2001
MBA, Finance
University of Massachusetts, Amherst
Bachelor of Science
Oliver Tutt, CFP® Oliver Tutt, CFP®'s Keyport Life Insurance Company Experience January 1992 - February 1993
Job Financial Planner and TV Show Host
Industry Financial Services
Experience
The Money Pros February 2011 - Present
Randall Financial Group, LLC September 2002 - Present
Allmerica Financial April 1997 - August 2002
First Variable Life February 1993 - January 1995
Keyport Life Insurance Company January 1992 - February 1993
Education
College for Financial Planning 1994 — 1996
Certificate in Financial Planning, Financial Planning
University of Rhode Island 1987 — 1991
Business, Finance
University of Rhode Island - College of Business Administration 1987 — 1991
Business, Finance
The Money Pros February 2011 - Present
Randall Financial Group, LLC September 2002 - Present
Allmerica Financial April 1997 - August 2002
First Variable Life February 1993 - January 1995
Keyport Life Insurance Company January 1992 - February 1993
Education
College for Financial Planning 1994 — 1996
Certificate in Financial Planning, Financial Planning
University of Rhode Island 1987 — 1991
Business, Finance
University of Rhode Island - College of Business Administration 1987 — 1991
Business, Finance
Mike Bibilos Mike Bibilos's Keyport Life Insurance Company Experience April 1992 - June 1996
Job Relationship Manager at Ascensus College Savings
Industry Financial Services
Experience
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Ascensus College Savings (formerly Upromise Investments) September 2012 - Present
Sun Life Financial April 2008 - September 2012
Boston Financial Data Services March 2005 - November 2007
Columbia Management June 1996 - March 2005
Keyport Life Insurance Company April 1992 - June 1996
Skills
Financial Services, Mutual Funds, Relationship Management, Insurance, Business Relationship..., Management, 529 Plans, Leadership, Strategy, Customer Service, Risk Management, Process Improvement, Team Building, Variable Annuities, Finance, Operations Management, Series 6, Securities, Outsourcing, Performance Management, Call Centers, Vendor Management
Education
Merrimack College 1986 — 1991
B.S., Business Administration
Daniel Bryant Daniel Bryant's Keyport Life Insurance Company Experience November 1997 - November 2001
Job Regional Vice President, State Relations at American Council of Life Insurers
Industry Financial Services
Experience
American Council of Life Insurers July 2012 - Present
Sun Life Financial August 2004 - March 2012
Sun Life Financial November 2001 - August 2004
Keyport Life Insurance Company November 1997 - November 2001
Rhode Island Department of Business Regulation March 1995 - November 1997
Tillinghast Collins & Graham January 1991 - March 1995
Tillinghast Collins & Graham September 1985 - December 1990
Education
The George Washington University Law School 1981 — 1985
JD, Law
University of Vermont 1975 — 1979
BA, Economics
American Council of Life Insurers July 2012 - Present
Sun Life Financial August 2004 - March 2012
Sun Life Financial November 2001 - August 2004
Keyport Life Insurance Company November 1997 - November 2001
Rhode Island Department of Business Regulation March 1995 - November 1997
Tillinghast Collins & Graham January 1991 - March 1995
Tillinghast Collins & Graham September 1985 - December 1990
Education
The George Washington University Law School 1981 — 1985
JD, Law
University of Vermont 1975 — 1979
BA, Economics
Kisten Olson Kisten Olson's Keyport Life Insurance Company Experience 1997 - 1998
Job Instructional Designer
Industry Financial Services
Experience
Fidelity Investments/Veritude January 2005 - May 2010
Fidelity Investments October 1998 - January 2005
Keyport Life Insurance Company 1997 - 1998
Keyport Life Insurance Company 1995 - 1997
Keyport Life Insurance Company 1992 - 1995
EXPRESS 1991 - 1992
Skills
Instructional Design, Training Facilitation, Project Management, Training Needs Analysis, E-Learning, Curriculum Design, Curriculum Development, Performance Consulting
Education
Lesley University 1997 — 2000
Master of Science (MS), Training and Development
University of Rhode Island 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Fidelity Investments/Veritude January 2005 - May 2010
Fidelity Investments October 1998 - January 2005
Keyport Life Insurance Company 1997 - 1998
Keyport Life Insurance Company 1995 - 1997
Keyport Life Insurance Company 1992 - 1995
EXPRESS 1991 - 1992
Skills
Instructional Design, Training Facilitation, Project Management, Training Needs Analysis, E-Learning, Curriculum Design, Curriculum Development, Performance Consulting
Education
Lesley University 1997 — 2000
Master of Science (MS), Training and Development
University of Rhode Island 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Paul Schollard Paul Schollard's Keyport Life Insurance Company Experience January 1995 - September 2001
Job Accounting Educator
Industry Higher Education
Experience
Edison State College August 2011 - Present
Commerce Insurance Company September 2001 - November 2010
Keyport Life Insurance Company January 1995 - September 2001
Skills
Account Reconciliation, Financial Reporting, IFRS, Tax, Insurance, Journal Entries, Treasury, Internal Controls
Education
Northeastern University
B.S.B.A., Accounting
Edison State College August 2011 - Present
Commerce Insurance Company September 2001 - November 2010
Keyport Life Insurance Company January 1995 - September 2001
Skills
Account Reconciliation, Financial Reporting, IFRS, Tax, Insurance, Journal Entries, Treasury, Internal Controls
Education
Northeastern University
B.S.B.A., Accounting
Carey Hoch's Keyport Life Insurance Company Experience January 1995 - December 1999
Job Senior Marketing Executive
Industry Financial Services
Experience
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
The Leadership, Inc. July 2015 - Present
F-Squared Investments July 2013 - July 2015
Fidelity Investments September 2012 - July 2013
John Hancock Financial (Manulife Financial) July 2005 - September 2012
John Hancock Financial Services June 2001 - July 2005
Putnam Investments January 2000 - June 2001
Keyport Life Insurance Company January 1995 - December 1999
Skills
Team Building, Product Launch, Mutual Funds, Series 7, Fixed Annuities, Investments, Financial Services, Series 63, Relationship Management, Wealth Management, Asset Allocation, Marketing Strategy, Separately Managed..., Series 24, Strategy, Management, Marketing, Asset Management, Executive Management, Retirement Planning, Alternative Investments
Education
Simmons College - Simmons School of Management 1997 — 1999
MBA
College of Wooster
BA
William Horte William Horte's Keyport Life Insurance Company Experience 1997 - 1999
Job Office Manager
Industry Building Materials
Experience
Transitions KBR 2011 - 2012
Banc of America Investments 2006 - 2009
Bank of America 2004 - 2005
Columbia Funds 1999 - 2004
Keyport Life Insurance Company 1997 - 1999
Jim Carney Automotive Group 1994 - 1996
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services
Education
Hingham High School
University of Massachusetts, Amherst
Bachelor of Science, Hotel, Restaurant, Travel Administration
Transitions KBR 2011 - 2012
Banc of America Investments 2006 - 2009
Bank of America 2004 - 2005
Columbia Funds 1999 - 2004
Keyport Life Insurance Company 1997 - 1999
Jim Carney Automotive Group 1994 - 1996
Skills
Investments, Mutual Funds, Asset Allocation, Financial Services
Education
Hingham High School
University of Massachusetts, Amherst
Bachelor of Science, Hotel, Restaurant, Travel Administration
Reese Summers's Keyport Life Insurance Company Experience 1988 - 1997
Job Strategic Account Manager Sage
Industry Computer Software
Experience
Sage July 2015 - Present
ArcherPoint September 2008 - June 2015
Business Management International December 1997 - September 2008
Keyport Life 1989 - 1997
Keyport Life Insurance Company 1988 - 1997
Skills
Sales, Microsoft Dynamics, Selling, Qualifying Prospects, Navision, Enterprise Software, ERP, Business Process, Business Intelligence, Microsoft CRM, Financials, Solution Selling, SaaS, Management, Microsoft Dynamics NAV, Business Analysis, Needs Analysis, Pre-sales
Education
University of New Hampshire 1984 — 1988
Bachelor of Science, Mathematics
Pascack Hills
Pascack Hills
Sage July 2015 - Present
ArcherPoint September 2008 - June 2015
Business Management International December 1997 - September 2008
Keyport Life 1989 - 1997
Keyport Life Insurance Company 1988 - 1997
Skills
Sales, Microsoft Dynamics, Selling, Qualifying Prospects, Navision, Enterprise Software, ERP, Business Process, Business Intelligence, Microsoft CRM, Financials, Solution Selling, SaaS, Management, Microsoft Dynamics NAV, Business Analysis, Needs Analysis, Pre-sales
Education
University of New Hampshire 1984 — 1988
Bachelor of Science, Mathematics
Pascack Hills
Pascack Hills
Erin (Erin Zeggert) Pollay, PMP, CWC, CPT Erin (Erin Zeggert) Pollay, PMP, CWC, CPT's Keyport Life Insurance Company Experience January 1996 - May 1998
Job Systems Analyst Executive Advisor at WellPoint
Industry Health, Wellness and Fitness
Experience
WellPoint December 2013 - Present
Balancing Life and Fitness August 2013 - Present
Cengage Learning April 2007 - June 2013
Kaiser Permanente April 2003 - April 2007
Flow Management Technologies (FMT) August 2001 - April 2003
Systems Engineering Group LLC May 1998 - August 2001
Keyport Life Insurance Company January 1996 - May 1998
Skills
Software Development, Project Management, Content Management, SDLC, Vendor Management, Business Analysis, Program Management, Process Improvement, Agile Project Management, Product Management, Content Development, Cross-functional Team..., Software Project..., Project Portfolio..., Agile Methodologies, PMP, Requirements Analysis, PMO, Visio, Integration, Quality Assurance, Scrum
Education
Siena College 1990 — 1994
BS, Marketing & Management, Minor in Psychology
WellPoint December 2013 - Present
Balancing Life and Fitness August 2013 - Present
Cengage Learning April 2007 - June 2013
Kaiser Permanente April 2003 - April 2007
Flow Management Technologies (FMT) August 2001 - April 2003
Systems Engineering Group LLC May 1998 - August 2001
Keyport Life Insurance Company January 1996 - May 1998
Skills
Software Development, Project Management, Content Management, SDLC, Vendor Management, Business Analysis, Program Management, Process Improvement, Agile Project Management, Product Management, Content Development, Cross-functional Team..., Software Project..., Project Portfolio..., Agile Methodologies, PMP, Requirements Analysis, PMO, Visio, Integration, Quality Assurance, Scrum
Education
Siena College 1990 — 1994
BS, Marketing & Management, Minor in Psychology
Brett Woodyatt Brett Woodyatt's Keyport Life Insurance Company Experience 1995 - 1997
Job Vice President, Sr. National Account Manager
Industry Financial Services
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Michael Mulkern Michael Mulkern's Keyport Life Insurance Company Experience September 1990 - February 2000
Job Director, Marketing Value Add Programs at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
Columbia Management June 2010 - Present
Sun Life Financial Distributors March 2007 - January 2009
Sun Life Financial Distributors April 2003 - March 2007
MFS Investment Management February 2000 - March 2003
Keyport Life Insurance Company September 1990 - February 2000
Skills
Thought Leadership, Retirement Planning
Education
Babson College - Franklin W. Olin Graduate School of Business 1984 — 1986
MBA
University of Pennsylvania 1978 — 1981
BA, Liberal Arts
Malachy Lynch's Keyport Life Insurance Company Experience March 1997 - May 2000
Job Business Project Manager at Fidelity Investments
Industry Computer Software
Experience
Fidelity Investments May 2012 - Present
First Republic Bank March 2010 - March 2012
Acadiasoft Inc August 2008 - August 2009
Information Mosaic March 2006 - April 2008
Fidelity 2000 - March 2006
Exodus 2000 - 2003
Keyport Life Insurance Company March 1997 - May 2000
Fleet Bank of New England 1994 - 1997
Skills
Project Planning, Project Management, Change Management, CRM, Management, Leadership, Software Documentation, Budgets, Product Development, Marketing, Enterprise Software, Business Analysis, SDLC, Vendor Management, Software Project..., Program Management, Requirements Analysis, Agile Methodologies, Business Process..., PMP
Education
Christian Brothers College 1980 — 1985
Fidelity Investments May 2012 - Present
First Republic Bank March 2010 - March 2012
Acadiasoft Inc August 2008 - August 2009
Information Mosaic March 2006 - April 2008
Fidelity 2000 - March 2006
Exodus 2000 - 2003
Keyport Life Insurance Company March 1997 - May 2000
Fleet Bank of New England 1994 - 1997
Skills
Project Planning, Project Management, Change Management, CRM, Management, Leadership, Software Documentation, Budgets, Product Development, Marketing, Enterprise Software, Business Analysis, SDLC, Vendor Management, Software Project..., Program Management, Requirements Analysis, Agile Methodologies, Business Process..., PMP
Education
Christian Brothers College 1980 — 1985
Thomas Finocchiaro, CFP®, CLU Thomas Finocchiaro, CFP®, CLU's Keyport Life Insurance Company Experience October 1995 - August 1999
Job Human Resources Analyst at The MITRE Corporation
Industry Human Resources
Experience
The MITRE Corporation February 2014 - Present
Workers' Credit Union (CUSO Financial Services, L.P.) January 2011 - January 2014
AARP Financial November 2005 - October 2010
Columbia Management August 1999 - February 2005
Keyport Life Insurance Company October 1995 - August 1999
Skills
Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Fixed Annuities, Investment Research, Data Analysis, Series 65, Investment Strategies, Life Insurance, Variable Annuities, Qualified Retirement..., Retirement, Investment Analysis, Retirement Plans, Retirement Income..., Retirement Plan..., Securities, Valuation, Financial Planning, Insurance, Management, Portfolio Management
Education
Providence College 1990 — 1994
B.A.
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
The MITRE Corporation February 2014 - Present
Workers' Credit Union (CUSO Financial Services, L.P.) January 2011 - January 2014
AARP Financial November 2005 - October 2010
Columbia Management August 1999 - February 2005
Keyport Life Insurance Company October 1995 - August 1999
Skills
Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Fixed Annuities, Investment Research, Data Analysis, Series 65, Investment Strategies, Life Insurance, Variable Annuities, Qualified Retirement..., Retirement, Investment Analysis, Retirement Plans, Retirement Income..., Retirement Plan..., Securities, Valuation, Financial Planning, Insurance, Management, Portfolio Management
Education
Providence College 1990 — 1994
B.A.
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
Peter Berkeley's Keyport Life Insurance Company Experience January 1995 - January 2000
Job Principal at TIAD Consulting
Industry Management Consulting
Experience
TIAD & Associates January 2002 - Present
Indiana Wesleyan University January 2002 - Present
TIAD Consulting 2002 - Present
Ashford University January 2008 - 2010
Humana Inc January 2000 - January 2002
Keyport Life Insurance Company January 1995 - January 2000
New England Electric System January 1992 - January 1995
Technocorp, Inc January 1988 - January 1992
Nolan, Norton & Co January 1983 - January 1988
Skills
Management Consulting, Organizational Design, Organizational..., Leadership Development, Executive Coaching, Performance Improvement, Change Management, Business Transformation, 360 Feedback, Executive Development, Strategy, Culture Change, Leadership, Talent Management, Performance Management, Management, Succession Planning, Strategic Planning, Training, Business Strategy
Education
Lesley University 1986 — 1998
B.S, Management
Boston University 1989 — 1990
Ed. M, Human Resoure Education, 3.8
TIAD & Associates January 2002 - Present
Indiana Wesleyan University January 2002 - Present
TIAD Consulting 2002 - Present
Ashford University January 2008 - 2010
Humana Inc January 2000 - January 2002
Keyport Life Insurance Company January 1995 - January 2000
New England Electric System January 1992 - January 1995
Technocorp, Inc January 1988 - January 1992
Nolan, Norton & Co January 1983 - January 1988
Skills
Management Consulting, Organizational Design, Organizational..., Leadership Development, Executive Coaching, Performance Improvement, Change Management, Business Transformation, 360 Feedback, Executive Development, Strategy, Culture Change, Leadership, Talent Management, Performance Management, Management, Succession Planning, Strategic Planning, Training, Business Strategy
Education
Lesley University 1986 — 1998
B.S, Management
Boston University 1989 — 1990
Ed. M, Human Resoure Education, 3.8
Demi Christakos's Keyport Life Insurance Company Experience 1997 - 1999
Job Lead Solution Engineer at Salesforce
Industry Computer Software
Experience
Salesforce January 2015 - Present
Oracle September 2013 - Present
Oracle March 2012 - September 2013
RightNow 2005 - 2012
Fidelity Investments October 2004 - August 2005
John Hancock December 1999 - September 2004
Keyport Life Insurance Company 1997 - 1999
Monet Jewelry 1995 - 1997
Godiva Chocolatier 1994 - 1995
Filene's 1993 - 1994
Skills
CRM, Software Project..., SDLC, SaaS, Business Analysis, Professional Services, Consulting, Cloud Computing, Requirements Analysis, Software Documentation, Integration, Project Management
Education
Syracuse University 1989 — 1993
Salesforce January 2015 - Present
Oracle September 2013 - Present
Oracle March 2012 - September 2013
RightNow 2005 - 2012
Fidelity Investments October 2004 - August 2005
John Hancock December 1999 - September 2004
Keyport Life Insurance Company 1997 - 1999
Monet Jewelry 1995 - 1997
Godiva Chocolatier 1994 - 1995
Filene's 1993 - 1994
Skills
CRM, Software Project..., SDLC, SaaS, Business Analysis, Professional Services, Consulting, Cloud Computing, Requirements Analysis, Software Documentation, Integration, Project Management
Education
Syracuse University 1989 — 1993
Vanessa Linkletter's Keyport Life Insurance Company Experience September 1988 - April 1990
Job Principal Enterprise Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
Natixis Global Asset Management June 2000 - March 2015
MetLife April 1990 - June 2000
Keyport Life Insurance Company September 1988 - April 1990
Skills
Business Analysis, Business Intelligence, Asset Managment, Databases, Project Management, Financial Services, SharePoint, SDLC, Securities, Vendor Management, Mutual Funds, Risk Management, Portfolio Management
Education
Colby College 1984 — 1988
BA, Human Development
Boston University
IBM Mainframe Programmer Certificate
Northeastern University
Computer Systems Specialist Certificate
MFS Investment Management April 2015 - Present
Natixis Global Asset Management June 2000 - March 2015
MetLife April 1990 - June 2000
Keyport Life Insurance Company September 1988 - April 1990
Skills
Business Analysis, Business Intelligence, Asset Managment, Databases, Project Management, Financial Services, SharePoint, SDLC, Securities, Vendor Management, Mutual Funds, Risk Management, Portfolio Management
Education
Colby College 1984 — 1988
BA, Human Development
Boston University
IBM Mainframe Programmer Certificate
Northeastern University
Computer Systems Specialist Certificate
Jim Dorman Jim Dorman's Keyport Life Insurance Company Experience October 1982 - April 1995
Job Writer, Editor, Tutor
Industry Writing and Editing
Experience
Abington High School November 2011 - Present
Abington High School December 2010 - Present
Abington High School August 2004 - Present
Jim Dorman September 2003 - Present
Self employed January 2000 - Present
Adecco Staffing/Equiserve May 2001 - April 2002
Boston Financial Data Services July 1995 - March 2001
Keyport Life Insurance Company October 1982 - April 1995
Skills
Editing, Media Relations, Public Relations, Writing, Customer Service, Research, Social Media, Public Speaking, Entertainment, Customer Relations, Journalism, Newspapers, Advertising, Storytelling, Feature Articles, Publications, Management, Photo Editor, AP Style, Fundraising, Publicity, Leadership, Project Management
Education
Merrimack College 1980 — 1982
BS, Marketing
Nasson College 1978 — 1980
Earned Credits Toward BS, Marketing
Abington High School November 2011 - Present
Abington High School December 2010 - Present
Abington High School August 2004 - Present
Jim Dorman September 2003 - Present
Self employed January 2000 - Present
Adecco Staffing/Equiserve May 2001 - April 2002
Boston Financial Data Services July 1995 - March 2001
Keyport Life Insurance Company October 1982 - April 1995
Skills
Editing, Media Relations, Public Relations, Writing, Customer Service, Research, Social Media, Public Speaking, Entertainment, Customer Relations, Journalism, Newspapers, Advertising, Storytelling, Feature Articles, Publications, Management, Photo Editor, AP Style, Fundraising, Publicity, Leadership, Project Management
Education
Merrimack College 1980 — 1982
BS, Marketing
Nasson College 1978 — 1980
Earned Credits Toward BS, Marketing
Geri Tobey's Keyport Life Insurance Company Experience March 1994 - February 2000
Job Database Specialist at The Nielsen Company
Industry Information Services
Experience
The Nielsen Company July 2002 - Present
Nielsen 2002 - Present
Investors Bank and Trust Company November 2000 - February 2002
Keyport Life Insurance Company March 1994 - February 2000
Education
Eastern Nazarene College 2007 — 2007
The Nielsen Company July 2002 - Present
Nielsen 2002 - Present
Investors Bank and Trust Company November 2000 - February 2002
Keyport Life Insurance Company March 1994 - February 2000
Education
Eastern Nazarene College 2007 — 2007
Ken Doyle - Financial Advisor Coach Ken Doyle - Financial Advisor Coach's Keyport Life Insurance Company Experience 1997 - 2000
Job Financial Advisor Coach. We coach Financial Advisors to make more money and have more fun!
Industry Professional Training & Coaching
Experience
Getting Results Coaching June 2002 - Present
KenDoyleSpeaks February 2010 - Present
The Center for Excellence 1999 - 2002
Keyport Life Insurance Company 1997 - 2000
Sun Life Financial Group 1992 - 1994
Skills
throws, Coaching, Start-ups, Public Speaking, Business Coaching, Business Development, Staff Development, Motivational Speaking, Presentation Coaching, Leadership Development, Executive Coaching, Small Business, Presenter, Entrepreneurship, Selling Skills, Team Building, Strategic Planning, Marketing, Sales Process, Sales, Personal Development, Career Development, Training, Strategy, Management Consulting, Workshop Facilitation, Personal Branding, Leadership
Education
Freedman's Method Ketsugo 1992 — 2002
Black Belt, Bujutsu
University of New Hampshire 1987 — 1991
BA, Economics
Getting Results Coaching June 2002 - Present
KenDoyleSpeaks February 2010 - Present
The Center for Excellence 1999 - 2002
Keyport Life Insurance Company 1997 - 2000
Sun Life Financial Group 1992 - 1994
Skills
throws, Coaching, Start-ups, Public Speaking, Business Coaching, Business Development, Staff Development, Motivational Speaking, Presentation Coaching, Leadership Development, Executive Coaching, Small Business, Presenter, Entrepreneurship, Selling Skills, Team Building, Strategic Planning, Marketing, Sales Process, Sales, Personal Development, Career Development, Training, Strategy, Management Consulting, Workshop Facilitation, Personal Branding, Leadership
Education
Freedman's Method Ketsugo 1992 — 2002
Black Belt, Bujutsu
University of New Hampshire 1987 — 1991
BA, Economics
Elizabeth Love Elizabeth Love's Keyport Life Insurance Company Experience March 1986 - October 2001
Job Children's House Teacher at Summit Montessori School
Industry Education Management
Experience
Summit Montessori School September 2013 - Present
Sun Life Financial October 2001 - May 2012
Keyport Life Insurance Company March 1986 - October 2001
FM Global September 1983 - May 1984
Skills
EDGAR, Securities Law, EDGARizer Software, Annuities, SEC Filings, Variable Products, Insurance, Teamwork, Microsoft Office, SEC filings, Securities Regulation, Securities, Fixed Annuities
Education
Northeast Montessori Institute 2013 — 2014
Montessori Teacher Education
Suffolk University Law School 1982 — 1985
Juris Doctorate
University of Massachusetts, Amherst 1978 — 1982
B.A., Political Science
Summit Montessori School September 2013 - Present
Sun Life Financial October 2001 - May 2012
Keyport Life Insurance Company March 1986 - October 2001
FM Global September 1983 - May 1984
Skills
EDGAR, Securities Law, EDGARizer Software, Annuities, SEC Filings, Variable Products, Insurance, Teamwork, Microsoft Office, SEC filings, Securities Regulation, Securities, Fixed Annuities
Education
Northeast Montessori Institute 2013 — 2014
Montessori Teacher Education
Suffolk University Law School 1982 — 1985
Juris Doctorate
University of Massachusetts, Amherst 1978 — 1982
B.A., Political Science
Doug Furlong CPA CTP's Keyport Life Insurance Company Experience January 1994 - December 1998
Job Accounting Manager at John Hancock
Industry Insurance
Experience
John Hancock November 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
The MathWorks March 2007 - November 2007
Aviva Life Insurance Company January 2002 - March 2007
PricewaterhouseCoopers LLP January 1999 - December 2001
Keyport Life Insurance Company January 1994 - December 1998
Education
Isenberg School of Management, UMass Amherst 1989 — 1993
John Hancock November 2007 - Present
John Hancock Life Insurance Company (U.S.A.) 2007 - Present
The MathWorks March 2007 - November 2007
Aviva Life Insurance Company January 2002 - March 2007
PricewaterhouseCoopers LLP January 1999 - December 2001
Keyport Life Insurance Company January 1994 - December 1998
Education
Isenberg School of Management, UMass Amherst 1989 — 1993
Charlie Sanford's Keyport Life Insurance Company Experience July 1998 - January 2000
Job Director Program Administration, National Security and Space Programs
Industry Defense & Space
Experience
Draper Laboratory January 2014 - Present
Draper Laboratory November 2009 - January 2014
Aviva USA January 2008 - May 2009
Aviva Life Insurance Company January 2003 - January 2008
Aviva Life Insurance Company May 2002 - January 2003
Sun Life Financial January 2000 - May 2002
Keyport Life Insurance Company July 1998 - January 2000
Skills
Relationship Management, Strategic Planning, Project Management, Change Management, Call Center, Integration, Cost Management, Management Development, Insurance, Structured Settlements, Risk Management, Vendor Management
Education
Bates College 1984 — 1988
BS, History
Draper Laboratory January 2014 - Present
Draper Laboratory November 2009 - January 2014
Aviva USA January 2008 - May 2009
Aviva Life Insurance Company January 2003 - January 2008
Aviva Life Insurance Company May 2002 - January 2003
Sun Life Financial January 2000 - May 2002
Keyport Life Insurance Company July 1998 - January 2000
Skills
Relationship Management, Strategic Planning, Project Management, Change Management, Call Center, Integration, Cost Management, Management Development, Insurance, Structured Settlements, Risk Management, Vendor Management
Education
Bates College 1984 — 1988
BS, History
Harry Peirson's Keyport Life Insurance Company Experience February 1997 - September 1998
Job Senior Software Engineer at FM Global Insurance
Industry Information Technology and Services
Experience
FM Global November 2008 - Present
Citizens Bank August 2006 - November 2008
FM Global May 2001 - August 2006
Ignite Communications August 2000 - May 2001
ADI September 1998 - July 2000
Keyport Life Insurance Company February 1997 - September 1998
Skills
WCF, TFS, SharePoint, VB.NET, Visual Studio, .NET, SSRS, SDLC, Agile Methodologies, SOA, C#, ASP.NET, Web Services, Microsoft SQL Server, Silverlight, IIS, WPF, Requirements Analysis, SAP Data Services, SAP ABAP, InstallShield, BizTalk, Powershell, Unix Shell Scripting, Crystal Reports, HTML, JavaScript, Visual Basic, XML
Education
Salve Regina University 1995 — 2000
Master of Science (MS), Information Technology
Assumption College 1984 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
FM Global November 2008 - Present
Citizens Bank August 2006 - November 2008
FM Global May 2001 - August 2006
Ignite Communications August 2000 - May 2001
ADI September 1998 - July 2000
Keyport Life Insurance Company February 1997 - September 1998
Skills
WCF, TFS, SharePoint, VB.NET, Visual Studio, .NET, SSRS, SDLC, Agile Methodologies, SOA, C#, ASP.NET, Web Services, Microsoft SQL Server, Silverlight, IIS, WPF, Requirements Analysis, SAP Data Services, SAP ABAP, InstallShield, BizTalk, Powershell, Unix Shell Scripting, Crystal Reports, HTML, JavaScript, Visual Basic, XML
Education
Salve Regina University 1995 — 2000
Master of Science (MS), Information Technology
Assumption College 1984 — 1994
Bachelor of Arts (BA), Business Administration and Management, General
Marla Brennan's Keyport Life Insurance Company Experience 1989 - 1996
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services Member FINRA January 2002 - Present
Allianz Life Financial Services Member FINRA 2002 - Present
Allianz Life 2002 - 2009
McDonald Investments 1997 - 2001
Keyport Life Insurance company 1989 - 1996
Skills
Annuities, Investments, Series 6, Series 7
Education
The Ohio State University 1984 — 1988
BA in Organizational/Interpersonal Communications, Communications
Allianz Life Financial Services Member FINRA January 2002 - Present
Allianz Life Financial Services Member FINRA 2002 - Present
Allianz Life 2002 - 2009
McDonald Investments 1997 - 2001
Keyport Life Insurance company 1989 - 1996
Skills
Annuities, Investments, Series 6, Series 7
Education
The Ohio State University 1984 — 1988
BA in Organizational/Interpersonal Communications, Communications
Dragica Mijailovic's Keyport Life Insurance Company Experience March 2000 - October 2001
Job Counsel at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial November 2001 - Present
Keyport Life Insurance Company March 2000 - October 2001
Stone & Webster 1996 - 2000
Education
Boston University School of Law 1993 — 1995
LL.M., Law
Sun Life Financial November 2001 - Present
Keyport Life Insurance Company March 2000 - October 2001
Stone & Webster 1996 - 2000
Education
Boston University School of Law 1993 — 1995
LL.M., Law
Karen Draymore's Keyport Life Insurance Company Experience 1985 - 1996
Job Development Specialist at MEDITECH
Industry Information Technology and Services
Experience
MEDITECH March 2012 - Present
Boston Lobsters Tennis Team July 2008 - Present
VA Boston Healthcare System September 2010 - July 2011
MetroWest Medical Center June 2011 - June 2011
Partners Hospice April 2008 - July 2010
Cognex Corporation August 1999 - April 2006
Cahners Publishing 1997 - 1999
Thermo Electron 1996 - 1997
Keyport Life Insurance Company 1985 - 1996
Skills
•Dedicated and..., •Ambitious to learn..., • Capable of problem..., • Interacts well with..., EMR, Databases, Meditech, Software Documentation, SQL, Access, Testing, Leadership
Education
Massachusetts Bay Community College 2006 — 2011
Associates Degree, Radiologic Techology
Brandeis University 1981 — 1985
Bachelor of Arts, Mathematics and General Science
MEDITECH March 2012 - Present
Boston Lobsters Tennis Team July 2008 - Present
VA Boston Healthcare System September 2010 - July 2011
MetroWest Medical Center June 2011 - June 2011
Partners Hospice April 2008 - July 2010
Cognex Corporation August 1999 - April 2006
Cahners Publishing 1997 - 1999
Thermo Electron 1996 - 1997
Keyport Life Insurance Company 1985 - 1996
Skills
•Dedicated and..., •Ambitious to learn..., • Capable of problem..., • Interacts well with..., EMR, Databases, Meditech, Software Documentation, SQL, Access, Testing, Leadership
Education
Massachusetts Bay Community College 2006 — 2011
Associates Degree, Radiologic Techology
Brandeis University 1981 — 1985
Bachelor of Arts, Mathematics and General Science
Tricia Carney, PMP's Keyport Life Insurance Company Experience 1996 - 2000
Job IT Business Analyst at Johnson & Wales University
Industry Information Technology and Services
Experience
Johnson & Wales University July 2012 - Present
CVS Caremark Corporation March 2006 - July 2012
John Hancock Life Insurance Company (U.S.A.) 2000 - 2006
Keyport Life Insurance Company 1996 - 2000
Ocean Spray Cranberries 1991 - 1995
Skills
Project Management..., Business Analysis, MS Project, Hyperion, Process Improvement, Project Management, Vendor Management, Visio, Hyperion Enterprise, Data Warehousing, Business Process..., Business Requirements, Business Process, Project Portfolio..., Business Intelligence, Cross-functional Team..., Software Documentation, Requirements Gathering, SDLC, Software Project..., Management, Analysis, Budgets
Education
Boston University 2000 — 2003
MS CIS, Computer Information Systems
Johnson & Wales University 1991 — 1995
BS Accounting, Accounting
Johnson & Wales University July 2012 - Present
CVS Caremark Corporation March 2006 - July 2012
John Hancock Life Insurance Company (U.S.A.) 2000 - 2006
Keyport Life Insurance Company 1996 - 2000
Ocean Spray Cranberries 1991 - 1995
Skills
Project Management..., Business Analysis, MS Project, Hyperion, Process Improvement, Project Management, Vendor Management, Visio, Hyperion Enterprise, Data Warehousing, Business Process..., Business Requirements, Business Process, Project Portfolio..., Business Intelligence, Cross-functional Team..., Software Documentation, Requirements Gathering, SDLC, Software Project..., Management, Analysis, Budgets
Education
Boston University 2000 — 2003
MS CIS, Computer Information Systems
Johnson & Wales University 1991 — 1995
BS Accounting, Accounting
Kristin (Schouler) Miller, MSEd's Keyport Life Insurance Company Experience 1998 - 2001
Job Vice President, Learning & Leadership Development at Bank of America/Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2010 - Present
Randolph Savings Bank October 2008 - June 2010
Countrywide Bank December 2005 - October 2008
Independent Financial Marketing Group (IFMG) June 2002 - December 2005
Sun Life Financial 2001 - 2002
Keyport Life Insurance Company 1998 - 2001
Skills
Banking, Risk Management, Leadership, Management, Coaching, Financial Services, Vendor Management, E-Learning, Microsoft Office, Process Improvement, Credit, Loans, Mortgage Lending, Training, Investments, Leadership Development
Education
Capella University 2008 — 2012
MS Education, Training and Performance Improvement
Westfield State University 1992 — 1994
Bachelor of Arts (BA), Mass Communication/Media Studies
Bank of America Merrill Lynch June 2010 - Present
Randolph Savings Bank October 2008 - June 2010
Countrywide Bank December 2005 - October 2008
Independent Financial Marketing Group (IFMG) June 2002 - December 2005
Sun Life Financial 2001 - 2002
Keyport Life Insurance Company 1998 - 2001
Skills
Banking, Risk Management, Leadership, Management, Coaching, Financial Services, Vendor Management, E-Learning, Microsoft Office, Process Improvement, Credit, Loans, Mortgage Lending, Training, Investments, Leadership Development
Education
Capella University 2008 — 2012
MS Education, Training and Performance Improvement
Westfield State University 1992 — 1994
Bachelor of Arts (BA), Mass Communication/Media Studies
Courtney Penn Blevins's Keyport Life Insurance Company Experience 1995 - 1998
Job Marketing Communications Manager, AccessHealth, a division of McKesson
Industry Pharmaceuticals
Experience
AccessHealth, a division of McKesson June 2013 - Present
AccessHealth, a division of McKesson March 2009 - June 2013
McKesson Corporation March 2008 - June 2009
Cardinal Health January 2000 - May 2003
The Columbus Foundation 1998 - 2000
Keyport Life Insurance Company 1995 - 1998
Skills
Community Outreach, Customer Service, Healthcare, Healthcare Information..., Leadership, Management, Nonprofits, Pharmacy, Pharmacy Benefit..., Time Management, Strategic Planning, Marketing Communications, Managed Care
Education
Franklin University 2002 — 2003
Masters Degree, Business Administration
Wellesley College 1989 — 1993
Bachelor of Arts, Psychology and Philosophy
AccessHealth, a division of McKesson June 2013 - Present
AccessHealth, a division of McKesson March 2009 - June 2013
McKesson Corporation March 2008 - June 2009
Cardinal Health January 2000 - May 2003
The Columbus Foundation 1998 - 2000
Keyport Life Insurance Company 1995 - 1998
Skills
Community Outreach, Customer Service, Healthcare, Healthcare Information..., Leadership, Management, Nonprofits, Pharmacy, Pharmacy Benefit..., Time Management, Strategic Planning, Marketing Communications, Managed Care
Education
Franklin University 2002 — 2003
Masters Degree, Business Administration
Wellesley College 1989 — 1993
Bachelor of Arts, Psychology and Philosophy
Ray Armitage's Keyport Life Insurance Company Experience June 1987 - January 2000
Job Senior Technical Advisor
Industry Computer Hardware
Experience
NetApp November 2007 - Present
VERITAS Software/Symantec February 2000 - March 2007
Keyport Life Insurance Company June 1987 - January 2000
United States Air Force March 1983 - March 1987
Skills
Storage, iSCSI, Fibre Channel, NAS, NFS, NetApp, Storage Area Networks, NetApp Filers, SAN, Disaster Recovery, Enterprise Storage, SMB
Education
Seminole Community College
Associate of Arts (A.A.)
University of Central Florida
NetApp November 2007 - Present
VERITAS Software/Symantec February 2000 - March 2007
Keyport Life Insurance Company June 1987 - January 2000
United States Air Force March 1983 - March 1987
Skills
Storage, iSCSI, Fibre Channel, NAS, NFS, NetApp, Storage Area Networks, NetApp Filers, SAN, Disaster Recovery, Enterprise Storage, SMB
Education
Seminole Community College
Associate of Arts (A.A.)
University of Central Florida
Robert Scheinerman's Keyport Life Insurance Company Experience 1992 - 2000
Job President, Individual Retirement at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
AIG January 2014 - June 2015
AIG Life and Retirement April 2012 - December 2013
SunAmerica Retirement Markets 2003 - December 2013
VeraVest Investments Inc 2002 - 2003
Allmerica Financial 2000 - 2003
Keyport Life Insurance Company 1992 - 2000
Counsel of Economic Advisers, Executive Office of the President 1988 - 1989
Skills
Series 7, Mutual Funds, Insurance, Series 63, Investments, Asset Allocation
Education
Harvard University 1986 — 1989
A.M., Economics
Brown University 1982 — 1986
Sc.B., Applied Mathematics-Economics
AIG June 2015 - Present
AIG January 2014 - June 2015
AIG Life and Retirement April 2012 - December 2013
SunAmerica Retirement Markets 2003 - December 2013
VeraVest Investments Inc 2002 - 2003
Allmerica Financial 2000 - 2003
Keyport Life Insurance Company 1992 - 2000
Counsel of Economic Advisers, Executive Office of the President 1988 - 1989
Skills
Series 7, Mutual Funds, Insurance, Series 63, Investments, Asset Allocation
Education
Harvard University 1986 — 1989
A.M., Economics
Brown University 1982 — 1986
Sc.B., Applied Mathematics-Economics
Breeda Carroll's Keyport Life Insurance Company Experience 1998 - 2004
Job Business Analyst at FM Global
Industry Information Technology and Services
Experience
FM Global March 2007 - Present
Sun Life Financial 2004 - 2006
Keyport Life 1998 - 2004
Keyport Life Insurance Company 1998 - 2004
Education
University of Rhode Island
FM Global March 2007 - Present
Sun Life Financial 2004 - 2006
Keyport Life 1998 - 2004
Keyport Life Insurance Company 1998 - 2004
Education
University of Rhode Island
Lori Lerner's Keyport Life Insurance Company Experience 1998 - 2001
Job IT Professional
Industry Financial Services
Experience
Sun Life Financial January 1998 - January 2009
Keyport Life Insurance Company 1998 - 2001
Mass Housing Finance (MHFA) January 1995 - January 1998
Calidus Systems June 1988 - January 1995
Skills
Program Management, MS Project, PMP, Agile Methodologies, Integration, Data Analysis, VSAM, IT Management, Business Requirements, Requirements Analysis, Risk Management, Business Intelligence, Enterprise Architecture, IT Strategy, TSO, Team Leadership, Analysis, Mutual Funds, DB2, SDLC, Project Management, Business Analysis, Software Documentation, ITIL, CICS, COBOL, Software Project..., Mainframe, Lotus Notes, JCL, Crystal Reports, VMware, Unix, User Acceptance Testing, Financial Services, Change Management, Software Quality..., Systems Analysis, Disaster Recovery, Quality Center, Visio, Insurance, SQL, Process Improvement, Active Directory, Oracle, Requirements Gathering, SharePoint, Vendor Management, PMO
Education
Bentley University 1982 — 1986
CIS, Computer Information Systems
Sun Life Financial January 1998 - January 2009
Keyport Life Insurance Company 1998 - 2001
Mass Housing Finance (MHFA) January 1995 - January 1998
Calidus Systems June 1988 - January 1995
Skills
Program Management, MS Project, PMP, Agile Methodologies, Integration, Data Analysis, VSAM, IT Management, Business Requirements, Requirements Analysis, Risk Management, Business Intelligence, Enterprise Architecture, IT Strategy, TSO, Team Leadership, Analysis, Mutual Funds, DB2, SDLC, Project Management, Business Analysis, Software Documentation, ITIL, CICS, COBOL, Software Project..., Mainframe, Lotus Notes, JCL, Crystal Reports, VMware, Unix, User Acceptance Testing, Financial Services, Change Management, Software Quality..., Systems Analysis, Disaster Recovery, Quality Center, Visio, Insurance, SQL, Process Improvement, Active Directory, Oracle, Requirements Gathering, SharePoint, Vendor Management, PMO
Education
Bentley University 1982 — 1986
CIS, Computer Information Systems
Jeremiah France's Keyport Life Insurance Company Experience 1992 - 1996
Job Partner at Mercer Investments
Industry Financial Services
Experience
Mercer Investments March 2012 - Present
Mercer Global Investments March 2005 - March 2012
Mercer Investments 2005 - March 2012
Mercer 2005 - 2008
Mellon Financial December 2002 - January 2005
Bank of America August 1996 - October 2001
Keyport Life Insurance Company 1992 - 1996
Skills
Investments, Mutual Funds, Investment Management, Hedge Funds, Insurance, Asset Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Financial Services, Fixed Income, Investment Strategies, Securities, Wealth Management, Pensions, Series 7, Retirement, Valuation, Risk Management, Due Diligence
Education
Bryant University 1988 — 1992
Applied Actuarial Mathematics, Actuarial Mathematics
Mercer Investments March 2012 - Present
Mercer Global Investments March 2005 - March 2012
Mercer Investments 2005 - March 2012
Mercer 2005 - 2008
Mellon Financial December 2002 - January 2005
Bank of America August 1996 - October 2001
Keyport Life Insurance Company 1992 - 1996
Skills
Investments, Mutual Funds, Investment Management, Hedge Funds, Insurance, Asset Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Financial Services, Fixed Income, Investment Strategies, Securities, Wealth Management, Pensions, Series 7, Retirement, Valuation, Risk Management, Due Diligence
Education
Bryant University 1988 — 1992
Applied Actuarial Mathematics, Actuarial Mathematics
Mark Tully's Keyport Life Insurance Company Experience 1995 - 1999
Job President, Adventus Financial LLC
Industry Insurance
Experience
Adventus Financial LLC 2007 - Present
Phoenix Life Insurance Company 1999 - 2005
Keyport Life Insurance Company 1995 - 1999
Education
Georgetown University 1974 — 1978
B.S, Psychology
Adventus Financial LLC 2007 - Present
Phoenix Life Insurance Company 1999 - 2005
Keyport Life Insurance Company 1995 - 1999
Education
Georgetown University 1974 — 1978
B.S, Psychology
Samuel Tiah, MBA's Keyport Life Insurance Company Experience August 1999 - June 2003
Job Experienced Information Technology and Business Services Professional
Industry Information Technology and Services
Experience
Ascend Consulting October 2006 - October 2008
Commonwealth of Massachusetts, ITD July 2005 - August 2006
Keyport Life Insurance Company August 1999 - June 2003
Skills
Business Process..., Project Management, Insurance, Technology Management, Financial Services, Operations Management, Systems Analysis, Full project lifecycle..., Agile Project Management, Problem Analysis, Problem Management, Customer Service, Waterfall SDLC, Project Delivery, Change Management, Resource Management, Team Building, Staff Development, Staff Management, Vendor Relations..., Consulting, Outsource & Remote Team..., PMO, Testing, Test Planning, Test Management, Quality Assurance, Workshop Facilitation, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Analysis, Cross-functional Team..., Vendor Management, Outsourcing, Management, Software Documentation, Program Management, Leadership, Project Planning, Software Project..., PMP, Strategy, Business Requirements
Education
Suffolk University - Sawyer Business School 2000 — 2003
MBA, Business and Information Technology
University of Liberia
Ascend Consulting October 2006 - October 2008
Commonwealth of Massachusetts, ITD July 2005 - August 2006
Keyport Life Insurance Company August 1999 - June 2003
Skills
Business Process..., Project Management, Insurance, Technology Management, Financial Services, Operations Management, Systems Analysis, Full project lifecycle..., Agile Project Management, Problem Analysis, Problem Management, Customer Service, Waterfall SDLC, Project Delivery, Change Management, Resource Management, Team Building, Staff Development, Staff Management, Vendor Relations..., Consulting, Outsource & Remote Team..., PMO, Testing, Test Planning, Test Management, Quality Assurance, Workshop Facilitation, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Analysis, Cross-functional Team..., Vendor Management, Outsourcing, Management, Software Documentation, Program Management, Leadership, Project Planning, Software Project..., PMP, Strategy, Business Requirements
Education
Suffolk University - Sawyer Business School 2000 — 2003
MBA, Business and Information Technology
University of Liberia
Chris Moynihan's Keyport Life Insurance Company Experience June 1990 - September 1995
Job Lead Development Representative IBM Corporation
Industry Computer Software
Experience
IBM Corporation May 2014 - Present
B2B Contact October 2006 - May 2014
BT Conferencing October 2004 - October 2006
Broadview Networks October 2004 - October 2005
Software Spectrum May 2002 - September 2003
Network Plus June 2001 - June 2002
Corporate Software and Technology October 1999 - June 2001
Corporate Software and Technology February 1997 - November 1999
Corporate Software and Technology September 1995 - February 1997
Keyport Life Insurance Company June 1990 - September 1995
Skills
CRM, Sales, Account Management, Solution Selling, New Business Development, Salesforce.com, Management, Business Development, SaaS, Cold Calling
Education
Keene State College
Bachelor of Science
IBM Corporation May 2014 - Present
B2B Contact October 2006 - May 2014
BT Conferencing October 2004 - October 2006
Broadview Networks October 2004 - October 2005
Software Spectrum May 2002 - September 2003
Network Plus June 2001 - June 2002
Corporate Software and Technology October 1999 - June 2001
Corporate Software and Technology February 1997 - November 1999
Corporate Software and Technology September 1995 - February 1997
Keyport Life Insurance Company June 1990 - September 1995
Skills
CRM, Sales, Account Management, Solution Selling, New Business Development, Salesforce.com, Management, Business Development, SaaS, Cold Calling
Education
Keene State College
Bachelor of Science
Matt Costello's Keyport Life Insurance Company Experience 1992 - 1999
Job Regional Vice President at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments February 2009 - Present
AIG Annuity July 2002 - January 2009
Liberty Funds Distributor March 1999 - June 2002
Keyport Life Insurance Company 1992 - 1999
Skills
401k, 401k Rollovers, 529 Plans, Alternative Investments, Asset Allocation, Asset Management, College Savings Plans, Fixed Annuities, Fixed Income, Investments, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 6, Series 63, Series 7, Variable Annuities
Education
Bentley University 1988 — 1992
BS, Marketing
Boston College High School 1984 — 1988
New York Life & MainStay Investments February 2009 - Present
AIG Annuity July 2002 - January 2009
Liberty Funds Distributor March 1999 - June 2002
Keyport Life Insurance Company 1992 - 1999
Skills
401k, 401k Rollovers, 529 Plans, Alternative Investments, Asset Allocation, Asset Management, College Savings Plans, Fixed Annuities, Fixed Income, Investments, Mutual Funds, Retirement, Retirement Planning, Sales, Securities, Series 6, Series 63, Series 7, Variable Annuities
Education
Bentley University 1988 — 1992
BS, Marketing
Boston College High School 1984 — 1988
Jim Klopper's Keyport Life Insurance Company Experience 1981 - 2001
Job AVP & Senior Counsel at Sun Life Financial U.S.
Industry Insurance
Experience
Sun Life Financial U.S. November 2001 - Present
Keyport Life Insurance Company 1981 - 2001
Skills
Annuities, Insurance, Employee Benefits, Tax Law, Analysis, Problem Solving, Teamwork
Education
Boston University School of Law
Master of Laws (LLM), Tax Law/Taxation
Boston College Law School
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (BA), Economics
Sun Life Financial U.S. November 2001 - Present
Keyport Life Insurance Company 1981 - 2001
Skills
Annuities, Insurance, Employee Benefits, Tax Law, Analysis, Problem Solving, Teamwork
Education
Boston University School of Law
Master of Laws (LLM), Tax Law/Taxation
Boston College Law School
Doctor of Law (JD)
University of Michigan
Bachelor of Arts (BA), Economics
Bradley Powell's Keyport Life Insurance Company Experience 1989 - 1994
Job Regional Marketing Director, Raymond James Insurance Group
Industry Financial Services
Experience
Raymond James Insurance Group October 2011 - Present
The Dempsey Cos March 2009 - October 2011
Prudential Annuities 2005 - 2008
Jackson National Life 1994 - 2006
Keyport Life Insurance Company 1989 - 1994
Integrated Resources 1987 - 1989
Skills
Uniform Combined State..., Marketing, Sales, Financial Services, Wealth Management, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, IRAs, Sales Management, Real Estate, Series 63, Asset Allocation, Long-term Care, Mutual Funds, Alternative Investments, Financial Planners, Retirement, Insurance, Equities, Banking, Variable Annuities, Term Life Insurance, Series 6, FINRA, Relationship Management, Investment Strategies, Disability Insurance, Wealth, Strategic Financial..., Securities, Investment Management, Fixed Income, Separately Managed..., Series 65, Underwriting, Strategic Planning, Risk Management, 401k, Customer Retention, Estate Planning, Asset Management, Series 24, Bonds, ETFs
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.)
Raymond James Insurance Group October 2011 - Present
The Dempsey Cos March 2009 - October 2011
Prudential Annuities 2005 - 2008
Jackson National Life 1994 - 2006
Keyport Life Insurance Company 1989 - 1994
Integrated Resources 1987 - 1989
Skills
Uniform Combined State..., Marketing, Sales, Financial Services, Wealth Management, Retirement Planning, Investment Advisory, Investments, Financial Advisory, Life Insurance, Portfolio Management, Fixed Annuities, Series 7, IRAs, Sales Management, Real Estate, Series 63, Asset Allocation, Long-term Care, Mutual Funds, Alternative Investments, Financial Planners, Retirement, Insurance, Equities, Banking, Variable Annuities, Term Life Insurance, Series 6, FINRA, Relationship Management, Investment Strategies, Disability Insurance, Wealth, Strategic Financial..., Securities, Investment Management, Fixed Income, Separately Managed..., Series 65, Underwriting, Strategic Planning, Risk Management, 401k, Customer Retention, Estate Planning, Asset Management, Series 24, Bonds, ETFs
Education
University of South Florida - College of Business Administration
Bachelor of Arts (B.A.)
Jeff Toledo's Keyport Life Insurance Company Experience August 1994 - May 2001
Job Mathematics Teacher at Brockton High School
Industry Primary/Secondary Education
Experience
Brockton High School January 2004 - Present
Sun Life Financial June 2001 - January 2003
Keyport Life Insurance Company August 1994 - May 2001
Education
Fitchburg State University 2008 — 2009
M.Ed., Curriculum and Teaching
Northeastern University 1989 — 1994
Bachelor of Science, Economics
Brockton High School January 2004 - Present
Sun Life Financial June 2001 - January 2003
Keyport Life Insurance Company August 1994 - May 2001
Education
Fitchburg State University 2008 — 2009
M.Ed., Curriculum and Teaching
Northeastern University 1989 — 1994
Bachelor of Science, Economics
Shannon Kelley's Keyport Life Insurance Company Experience 1996 - 1999
Job CFO at The Paper Store
Industry Retail
Experience
The Paper Store October 2007 - Present
The Kelley Group 2000 - 2007
Keyport Life Insurance Company 1996 - 1999
Robertson-Ceco 1995 - 1996
Skills
Inventory Management, Retail, Financial Analysis, Loss Prevention, Microsoft Excel, Accounting, Budgets, Time Management, Merchandising, Customer Service
Education
Delta State University 1990 — 1993
Bachelor of Science (BS), Accounting and Finance
The Paper Store October 2007 - Present
The Kelley Group 2000 - 2007
Keyport Life Insurance Company 1996 - 1999
Robertson-Ceco 1995 - 1996
Skills
Inventory Management, Retail, Financial Analysis, Loss Prevention, Microsoft Excel, Accounting, Budgets, Time Management, Merchandising, Customer Service
Education
Delta State University 1990 — 1993
Bachelor of Science (BS), Accounting and Finance
Patricia Roth's Keyport Life Insurance Company Experience May 1992 - November 1999
Job Vice President, FundsNetwork Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2010 - Present
Fidelity Investments November 2007 - June 2010
Mercer Global Investments May 2005 - April 2007
Bank of America November 1999 - May 2005
Keyport Life Insurance Company May 1992 - November 1999
Skills
Mutual Funds, Financial Services, Series 7, Portfolio Management, Series 63, Investments, Asset Management, Relationship Management, Securities, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
M.B.A.
Merrimack College 1988 — 1992
B.S., Business Administration, Marketing
Fidelity Investments June 2010 - Present
Fidelity Investments November 2007 - June 2010
Mercer Global Investments May 2005 - April 2007
Bank of America November 1999 - May 2005
Keyport Life Insurance Company May 1992 - November 1999
Skills
Mutual Funds, Financial Services, Series 7, Portfolio Management, Series 63, Investments, Asset Management, Relationship Management, Securities, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
M.B.A.
Merrimack College 1988 — 1992
B.S., Business Administration, Marketing
Paula Tsitsopoulos's Keyport Life Insurance Company Experience January 1996 - June 1997
Job Customer Service at Boufides Insurance Company
Industry Banking
Experience
City of Brockton June 2014 - Present
Boufides Insurance Company June 2011 - June 2014
Direct Federal Credit Union April 2007 - March 2011
Wellesley Financial Management September 1998 - March 2006
Sun Life Financial (sunesco ) June 1997 - March 1998
Keyport Life Insurance Company January 1996 - June 1997
Education
Bridgewater State College 1990 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
City of Brockton June 2014 - Present
Boufides Insurance Company June 2011 - June 2014
Direct Federal Credit Union April 2007 - March 2011
Wellesley Financial Management September 1998 - March 2006
Sun Life Financial (sunesco ) June 1997 - March 1998
Keyport Life Insurance Company January 1996 - June 1997
Education
Bridgewater State College 1990 — 1995
Bachelor's degree, Business, Management, Marketing, and Related Support Services
john alves's Keyport Life Insurance Company Experience June 1996 - June 2001
Job Technologies Operator at Loomis, Sayles & Company
Industry Information Technology and Services
Experience
Loomis Sayles & Company,LLC April 2012 - August 2013
Tufts Medical Center July 2011 - October 2011
Sun Life Financial, Wellesley Hills, MA June 1996 - January 2010
Keyport Life Insurance Company June 1996 - June 2001
Skills
Analysis, Data Analysis, Program Management, Process Improvement, Requirements Analysis, Business Analysis, Project Management, Unix, Team Building, Visio, Management, Disaster Recovery, Software Documentation, Integration, Active Directory, SDLC, Cross-functional Team..., IT Management, SQL, Vendor Management, SharePoint, Servers, Requirements Gathering, Databases, Hardware, Access, Security, System Administration, Testing, Microsoft SQL Server, Troubleshooting, Team Leadership, ITIL, User Acceptance Testing, Data Center
Education
Boston University 1998 — 2001
Christopher Columbus High School 1973 — 1977
Loomis Sayles & Company,LLC April 2012 - August 2013
Tufts Medical Center July 2011 - October 2011
Sun Life Financial, Wellesley Hills, MA June 1996 - January 2010
Keyport Life Insurance Company June 1996 - June 2001
Skills
Analysis, Data Analysis, Program Management, Process Improvement, Requirements Analysis, Business Analysis, Project Management, Unix, Team Building, Visio, Management, Disaster Recovery, Software Documentation, Integration, Active Directory, SDLC, Cross-functional Team..., IT Management, SQL, Vendor Management, SharePoint, Servers, Requirements Gathering, Databases, Hardware, Access, Security, System Administration, Testing, Microsoft SQL Server, Troubleshooting, Team Leadership, ITIL, User Acceptance Testing, Data Center
Education
Boston University 1998 — 2001
Christopher Columbus High School 1973 — 1977
Brian Napoleon's Keyport Life Insurance Company Experience 1993 - 1995
Job Owner at The Bustonian
Industry Entertainment
Experience
The Bustonian January 2003 - Present
Liberty Mutual Group January 2001 - Present
Newland Communities 1998 - 2001
Fidelity Investments 1995 - 1996
Keyport Life Insurance Company 1993 - 1995
Education
Northeastern University 1992 — 1997
Bachelor of Science, Finance & Insurance and Accounting
Firicano Boxing
The Bustonian January 2003 - Present
Liberty Mutual Group January 2001 - Present
Newland Communities 1998 - 2001
Fidelity Investments 1995 - 1996
Keyport Life Insurance Company 1993 - 1995
Education
Northeastern University 1992 — 1997
Bachelor of Science, Finance & Insurance and Accounting
Firicano Boxing
Ted Arnott's Keyport Life Insurance Company Experience June 1996 - August 1998
Job Contractor at Synergy Plus Software, Inc
Industry Information Technology and Services
Experience
Synergy Plus Software, Inc January 2005 - Present
Sun Life Financial October 2002 - January 2005
Keyport Life Insurance January 1990 - October 2002
KEYPORT LIFE INSURANCE COMPANY June 1996 - August 1998
KEYPORT LIFE INSURANCE COMPANY July 1992 - June 1996
KEYPORT LIFE INSURANCE January 1990 - July 1992
ISI SYSTEMS, INC. May 1989 - January 1990
LOGISTICS SYSTEMS/RAND McNALLY-TDM, INC. March 1987 - May 1989
Education
UMass Boston
MBA
UMass Boston
BA, Computer Science
Boston College High School
College Prep
Synergy Plus Software, Inc January 2005 - Present
Sun Life Financial October 2002 - January 2005
Keyport Life Insurance January 1990 - October 2002
KEYPORT LIFE INSURANCE COMPANY June 1996 - August 1998
KEYPORT LIFE INSURANCE COMPANY July 1992 - June 1996
KEYPORT LIFE INSURANCE January 1990 - July 1992
ISI SYSTEMS, INC. May 1989 - January 1990
LOGISTICS SYSTEMS/RAND McNALLY-TDM, INC. March 1987 - May 1989
Education
UMass Boston
MBA
UMass Boston
BA, Computer Science
Boston College High School
College Prep
Michael Nelson-Anderberg's Keyport Life Insurance Company Experience September 1994 - October 1997
Job Quality Assurance Analyst at The MathWorks
Industry Computer Software
Experience
The MathWorks August 2007 - Present
Tufts Health Plan October 1997 - August 2007
Keyport Life Insurance Company September 1994 - October 1997
Skills
Quality Assurance, Software Quality..., Testing, Test Planning, Agile Methodologies, SDLC, User Acceptance Testing, System Testing, Scrum, Requirements Analysis, QTP, SQL, Test Cases, Manual Testing, Regression Testing, Test Strategy
Education
Northeastern University 1979 — 1984
Bachelor of Science (BS), Business Administration
The MathWorks August 2007 - Present
Tufts Health Plan October 1997 - August 2007
Keyport Life Insurance Company September 1994 - October 1997
Skills
Quality Assurance, Software Quality..., Testing, Test Planning, Agile Methodologies, SDLC, User Acceptance Testing, System Testing, Scrum, Requirements Analysis, QTP, SQL, Test Cases, Manual Testing, Regression Testing, Test Strategy
Education
Northeastern University 1979 — 1984
Bachelor of Science (BS), Business Administration