New York Life Benefit Services
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New York Life Benefit Services Employees
DST Retirement Solutions July 2012 - Present
New York Life Investment Management January 2000 - December 2011
New York Life Benefit Services November 1997 - December 1999
New York Life Benefit Services November 1995 - October 1997
ADQ Inc. February 1986 - October 1995
New England Life Insurance Co. January 1978 - February 1986
Skills
ERISA, Defined Benefit, Relationship Management, Actuarial Consulting, 401k, Retirement, Retirement Planning, Management, Financial Services, Pensions, Leadership
Education
Plymouth State University 1974 — 1977
BA, Mathematics
Brian David Design Remodeling August 2006 - Present
The George P Johnson Company November 2005 - November 2006
Brian David Design 2000 - 2005
New York Life Benefit Services 1997 - 2000
Gamewright September 1996 - June 1997
Premier Graphics August 1995 - June 1996
Bepuzzled June 1991 - June 1995
Skills
Creative Direction, Graphic Design, Graphics, Illustrator, Art Direction, InDesign, Layout, Email Marketing, Integrated Marketing, Illustration, Brand Development, Advertising, Trade Shows, Adobe Creative Suite, Marketing Strategy, Marketing Communications, Adobe Acrobat, QuarkXPress, Marketing, Interior Design, Construction, Carpentry, Small Business, Corporate Branding, Concept Design, Brochures, Creative Strategy, Newsletters, Logo Design, Branding, Concept Development, Collateral, Copywriting, Corporate Identity, Budgets, Packaging, Photoshop, Typography, Design Management, Construction Management, Building Services, Fine Woodworking, Joinery, Corporate Sales..., Custom Remodeling, Cabinetry, Millwork Design
Education
Central Connecticut State University 1984 — 1989
Bachelor of Arts, Graphic Design
Plimoth Investment Advisors September 2011 - Present
BayCoast Bank April 1999 - September 2011
New York Life Benefit Services March 1998 - April 1999
Rockland Trust Co October 1982 - March 1998
BayBank September 1976 - October 1982
Skills
Mutual Funds, Retirement Planning, Asset Allocation, 401k, Pensions, Financial Analysis, Banking, Wealth Management, Defined Benefit, Investments, Portfolio Management, Employee Benefits, Relationship Management, Profit Sharing, Investment Management, Retirement, Strategic Planning
Education
University of Massachusetts Dartmouth 1969 — 2008
Bachelor of Science (B.S.)
College for Financial Planning 2003 — 2006
Institute of Certified Bankers 1996 — 1996
Certificate
New Bedford High School 1966 — 1969
IdeaPaint April 2011 - Present
Lab Pros, Inc. April 2006 - April 2011
IKON Office Solutions 2003 - 2006
Kforce, Inc. 1999 - 2002
New York Life Benefit Services 1998 - 1999
Education
Georgetown University - The McDonough School of Business 1994 — 1998
BSBA, Marketing
Janitronics Facility Services May 2011 - Present
Barker Steel April 2009 - May 2011
GlobalSpec 2007 - 2009
New York Life Benefit Services 2001 - 2005
Thermo Fisher Scientific 1992 - 1998
Education
State University of New York Empire State College 2013 — 2016
Business Administration and Management, General
Northeastern University 1984 — 1987
Business Administration and Management, General
Towers Watson September 2006 - Present
CitiStreet 1999 - 2006
New York Life Benefit Services September 1995 - September 1999
CIGNA June 1994 - September 1996
Skills
Retirement, Pensions, Employee Benefits, Newsletters, Benefits, Writing, Corporate Communications, Change Management, Healthcare, Employee Engagement, Copywriting, Strategic Communications
Education
Simmons College 2004 — 2007
MS, Communications Management
Brandeis University 1990 — 1994
B.A., English
Chamber of Commerce
Chamber of Commerce
The University of Stirling
Baxter Healthcare October 2012 - Present
Close-up Skin Care & Waxing Studio July 2003 - October 2012
UniGroup, Inc November 2010 - January 2012
Bristol Global Mobility December 2009 - November 2010
Prudential Preferred Real Estate November 2006 - December 2009
Prudential Real Estate and Relocation Services December 2005 - April 2006
New York Life Benefit Services January 2000 - May 2002
New York Life Benefit Services January 1997 - January 2000
New York Life Benefit Services February 1995 - January 1997
The Ritz-Carlton Hotel Company LLC May 1993 - February 1995
Skills
Healthcare, Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Microsoft Word, PowerPoint, Marketing, Budgets, 401k, Retirement Plan..., Marketing Communications, Direct Sales, Business Development, Small Business, Real Estate, Employee Benefits, Newsletter Production, Social Media Marketing, Salesforce.com, MailChimp, Personal Care, Certified Relocation...
Education
University of Massachusetts, Amherst 1990 — 1993
Bachelor of Science (BS), Hotel, Restaurant, Travel Administration
Quinnipiac University 1988 — 1990
Liberal Arts and Sciences, General Studies and Humanities
Skin Techniques 2002 — 2003
Certificate, Aesthetician/Esthetician and Skin Care Specialist
City Of London Investment Management Co., LTD 2009 - Present
The Hartford/PLANCO January 2001 - July 2009
The Vanguard Group May 1996 - January 2001
New York Life Benefit Services 1993 - May 1996
Skills
IT Strategy, Disaster Recovery, IT Management, Business Analysis, Business Intelligence, ITIL, Data Center, Virtualization, Agile Methodologies, Risk Management, Project Management, Enterprise Architecture, Portfolio Management, Vendor Management, Change Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Leadership
Bentley University 1985 — 1987
MSCIS, Information Technology
University of Massachusetts, Amherst 1975 — 1978
BS, Science
The Standard March 2012 - May 2013
The Standard February 2010 - March 2012
Standard Insurance Company 2007 - February 2010
Self employed 2000 - 2007
Fidelity Investments February 1998 - May 2000
New York Life Benefit Services April 1995 - February 1998
New Hope 1994 - 1997
Scudder Stevens and Clark July 1991 - December 1994
Skills
Series 63, Investments, Securities, Mutual Funds, Series 7, Management, Marketing, Integrated Marketing, Employee Benefits, Sales, Newsletters, Marketing Communications, Strategy, Insurance, Training
Education
Mount Holyoke College 1987 — 1989
BA, politics, studio art
MassMutual Financial Group January 2013 - July 2014
The Hartford January 2008 - December 2012
MFS Investment Management July 2002 - December 2007
State Street Global Advisors March 1999 - June 2002
New York Life Benefit Services March 1996 - February 1999
Fidelity Investments June 1991 - February 1996
Skills
Marketing, Project Management, Direct Marketing, Series 6, 401k, Marketing Communications, Marketing Strategy, Series 63, Financial Services, Relationship Management, Retirement, Retirement Planning, Email Marketing, Mutual Funds
Education
University of Massachusetts, Amherst
Bachelor of Science (BS)