Thorbahn Associates
Industry: Company
DescriptionFounded: 1972 Parent organization: NFP
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Thorbahn Associates Employees
Yozell Associates May 2014 - Present
Marsh & McLennan Agency, known locally as Bostonian Group June 2008 - May 2014
Marsh & McLennan Agency, known locally as Bostonian Group June 2008 - March 2011
Thorbahn Associates April 2007 - June 2008
Blue Cross Blue Shield March 2001 - May 2006
Skills
Employee Benefits, Small Business, Health Insurance, Insurance, HR Consulting, Strategic Planning, Benefits Administration, Long-term Care, Sales, Workers Compensation, Disability Insurance, Brokers, Life Insurance, Retirement, Human Resources, Underwriting
Education
Curry College 2005 — 2007
Business Management
Westfield State College 1997 — 1998
Business Management
Vista Higher Learning October 2012 - November 2014
Liberty Mutual April 2011 - July 2012
Bain & Company February 2009 - April 2011
Bain & Company August 2007 - April 2011
Thorbahn Associates June 2006 - August 2007
Massachusetts Cultural Council December 2005 - March 2006
Habitat for Humanity - Boston September 2005 - February 2006
Skills
Data Analysis, Analysis, Business Intelligence, Business Analysis, SQL, Databases, Troubleshooting, Cognos, Corporate Social..., Testing, Microsoft SQL Server, Great Plains Software, Project Management, SharePoint, Requirements Gathering, Quality Assurance
Education
Bentley University 2002 — 2006
Management, Finance, Psychology
Copper Cane Wine & Provisions July 2015 - Present
Moet Hennessy USA July 2013 - May 2015
Wines and More June 2012 - July 2013
Independent Contractor June 2011 - July 2013
Vin & Eddies March 2005 - May 2011
Thorbahn Associates May 2010 - September 2010
Skills
Marketing, Sales, Microsoft Office, Creative Writing, Entrepreneurship, Customer Service, Event Management, Event Planning, Management, Marketing Strategy, Public Relations, Retail, Sales Management, Social Networking, Wine, Wine Tasting
Education
University of Massachusetts Boston 2009 — 2011
BA, Business Management; Marketing
Massasoit Community College 2007 — 2009
AS, Business Administration
Wells Fargo Advisors, LLC May 2014 - Present
UBS March 2009 - March 2014
Smith Barney October 2006 - March 2009
Thorbahn Associates May 2003 - December 2003
Skills
Sales, Marketing, Customer Service, Relationship Management, Marketing Strategy
Education
Webb's Pro Fitness 1995 — 2015
Aerobics Instructor / Personal Trainer
University of Massachusetts Boston 1999 — 2002
Bachelor's degree, Business
Todos Dance & Fitness Studio September 2014 - Present
Millennium Partners Sports Club Management LLC March 2013 - September 2014
Sullivan Benefits October 2011 - July 2014
LFC Fitness for Women June 2012 - April 2013
Thorbahn Associates February 2006 - September 2011
Transformations Movement Company January 2008 - September 2010
McLean Hospital June 2004 - February 2006
Travelers Insurance 1999 - 2004
Skills
Employee Benefits, Benefits Administration, Insurance, Employee Wellness..., Employee Wellness, Health Insurance, Healthcare, Strategic Planning, Customer Service, COBRA, Recruiting, Health Care Reform, Brokers, Management, 401k, Open Enrollment, Disability Insurance, Reggaeton, Strategy, Health Savings Accounts, Employee Relations, Life Insurance, Marketing, Fitness, Negotiation, Microsoft Office, Marketing Strategy, Process Improvement, CRM, Long-term Care, Benefits, Microsoft Excel, Zumba, Account Management, Team Building, ERISA, Time Management, Customer Relations, Mentoring, Renewal Planning, Salsa, Certified Group..., Microsoft Word, Public Speaking, Social Media, Kettlebell Training
Education
University of Massachusetts, Amherst 2000 — 2004
BA, Psychology
Aon Hewitt May 2015 - Present
Mercer April 2013 - May 2015
Mercer May 2011 - April 2013
Hilb Rogal & Hobbs November 2007 - August 2008
Thorbahn Associates March 2007 - November 2007
Reimbursement Services, Inc. May 2004 - October 2006
AmeriHealth Insurance Company of NJ April 2002 - May 2004
Skills
Employee Benefits, Health Insurance, Benefits Administration, Insurance, COBRA, Disability Insurance, Underwriting, ERISA, 401k, Health Savings Accounts, HRIS, Benefits Design, Workers Compensation, Open Enrollment, Life Insurance
Education
Rutgers University-New Brunswick 1997 — 2000
BA, Economics
University of Southern California 1996 — 1997
Hays Companies January 2014 - Present
Hays Companies January 2013 - December 2013
Hays Companies October 2011 - January 2013
Thorbahn Associates June 2009 - October 2011
The Massachusetts Daily Collegian June 2008 - June 2009
The Massachusetts Daily Collegian September 2007 - June 2008
Skills
Employee Benefits, Non-profits, Health Insurance, Disability Insurance, Insurance, Benefits Administration, Customer Service, Microsoft Excel, Account Management, Sales, Data Analysis, Microsoft Office, PowerPoint, Outlook, COBRA, Health Savings Accounts, Life Insurance, Advertising, Health Care Reform
Education
University of Massachusetts, Amherst 2005 — 2009
BS, Managerial Economics
Braintree High School
Braintree High School
Ironshore Insurance January 2010 - Present
Thorbahn Associates April 2009 - December 2009
PKF Consulting February 2008 - February 2009
Synapse Group, Inc. September 2005 - February 2008
BDirect, Inc. October 2004 - April 2005
Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Research, Underwriting, PowerPoint, Negotiation, Outlook, Strategic Planning, Event Planning, Project Management, Social Media, Microsoft Word, Data Analysis, Event Management, New Business Development, Financial Analysis, Public Relations, Marketing Strategy, Professional Liability, Public Speaking, Human Resources
Education
Mount Holyoke College 2000 — 2004
BA, International Relations
University of St. Andrews 2003 — 2003
International Relations
Thorbahn Associates December 2009 - Present
Skills
Health Insurance, Disability Insurance, Insurance, Series 6, Risk Management, Estate Planning, Employee Benefits, Benefits Administration, ERISA, 401k, Pensions, Health Care Reform, COBRA, Underwriting, Mutual Funds, Investments, Series 7, Customer Service, Retirement, Leadership, Dentistry, Strategic Planning, Health Savings Accounts, Financial Services, Strategic Financial..., Financial Advisory, Healthcare, Series 63, Retirement Planning, Life Insurance, Fixed Annuities, Long-term Care, Analysis, Investment Strategies, Key Person Insurance, Employee Wellness..., Financial Analysis, 529 Plans, Estate Preservation, Executive Pay, Variable Annuities, 401k Rollovers, Asset Allocation, Wealth Management, Brokers, IRAs, Investment Advisory, Defined Benefit, Retirement Plan..., Long Term Care Insurance
Education
Bridgewater State University 1994 — 1997
Cornerstone Retirement Advisors, LLC January 2014 - Present
Great-West Retirement Services November 2007 - February 2013
Thorbahn Associates 2006 - 2007
Principal Financial Group 2003 - 2006
Putnam Investments 1996 - 2002
Skills
Retirement, Retirement Planning, 401k, Series 6, Pensions, Series 63, Insurance, Financial Services, FINRA, Mutual Funds, ERISA, Investments, Defined Benefit, Series 7
Education
Dickinson College 1989 — 1993
Bachelor of Arts, Spanish
Tabor Academy 1985 — 1989
Fidelity Investments March 2014 - Present
MassMutual Financial Group January 2013 - February 2014
The Hartford January 2006 - January 2013
Thorbahn Associates December 2004 - December 2005
The Bostonian Group October 1999 - September 2004
New England Financial 1997 - 1999
Skills
Retirement, Investments, 401k, Qualified Retirement..., Pensions, ERISA, Mutual Funds, Retirement Planning, Financial Advisory, Employee Benefits
Education
Boston University
Certificate in Financial Planning
Saint Michael's College
Kowal Household April 2011 - Present
St Peters Nursery School October 2012 - November 2014
Thorbahn Associates May 2005 - March 2011
The Bostonian Group February 1999 - August 2002
Oxford Health Plans December 1995 - February 1999
Skills
Insurance
Education
University of New Hampshire 1991 — 1995
Dolan Capital Group 2011 - Present
Harvard University October 2014 - 2015
Thorbahn Associates 2009 - 2011
TIAA-CREF January 2000 - June 2003
Fidelity Investments 1994 - 2000
MFS 1986 - 1992
Skills
Retirement, ERISA, 401k, Pensions, Series 63, Defined Benefit, Retirement Plan..., Profit Sharing, Defined Contribution, Retirement Planning, Mutual Funds, Disability Insurance, Employee Benefits, Series 6, Fixed Annuities, Financial Services, Investments, Qualified Retirement..., Asset Allocation, Investment Advisory, Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Personal Financial Planning, Deans List
Suffolk University
BA, Government/English
Boston Latin School
Diploma
Depository Trust Clearing Corporation Relationship ManagerFidelity InvestmentsFebruary 2005 - September 2008
Thorbahn Associates November 2003 - November 2005
Syndicated Services November 2000 - November 2002
John Hancock November 1997 - November 2000
Education
Boston University 1991 — 1995
BS, International Relations, Economics
D'Amore-McKim School of Business at Northeastern University
ms
IFG Project Resourcing March 2012 - Present
Thorbahn Associates December 2009 - September 2011
Hays Companies 2007 - 2009
Education
University of Miami
Bachelor of Science (BS), Finance
Thorbahn Associates April 2009 - Present
Harvard Pilgrim Health Care January 1996 - April 2006
Education
Bridgewater State University 1994 — 1996
Associates, Communications
San Diego Police Department April 2014 - Present
San Diego Police Department September 2013 - April 2014
Wellington Management April 2011 - August 2013
Thorbahn Associates November 2008 - March 2011
Skills
Microsoft Excel, Benefits Administration, Event Management, Fundraising, Human Resources, Outlook, PowerPoint, Microsoft Office, Work Ethic, Insurance, Organization, Event Planning, Customer Service, Recruiting
Education
Northeastern University 2012 — 2013
Masters of Global Studies & International Affairs
Providence College 2004 — 2008
BS, Management & Spanish
BB&T Capital Markets July 2014 - Present
BB&T Capital Markets June 2013 - August 2013
Falvey Partners, LLC January 2013 - May 2013
Agencyport Software June 2012 - August 2012
Coollapsible May 2011 - September 2011
Thorbahn Associates June 2011 - August 2011
Skills
Financial Modeling, Finance, Mergers & Acquisitions, Valuation, Competitive Analysis, Financial Analysis, Economics, Corporate Finance, Management, PowerPoint
Education
Babson College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Quantitative Methods
Boston College High School
Hays Companies September 2011 - Present
Thorbahn Associates January 2010 - September 2011
Crosby Benefit Systems 2008 - 2010
Wegmans Food Markets 1998 - 2007
Skills
Employee Benefits, Health Insurance, Insurance, Customer Service, Microsoft Excel, Data Analysis, Benefits Administration, COBRA, Open Enrollment
Education
SUNY Geneseo 2001 — 2005
Bachelor of Arts (B.A.), English Literature
NFP April 2004 - Present
Thorbahn Associates April 2004 - April 2014
Manulife Financial May 1997 - January 2000
Federal Reserve Bank of Boston 1989 - 1997
Skills
Health Insurance, Microsoft Excel, Health Savings Accounts, Disability Insurance, Insurance, Strategic Planning, Employee Benefits, Customer Service, Leadership, Benefits Administration, Underwriting, COBRA
Education
Northeastern University 1985 — 1989
Bachelor of Science (B.S.), Business Administration and Human Resources Management
Rider University 1983 — 1985