Wellesley Financial Group & Insurance Agency
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Wellesley Financial Group & Insurance Agency Employees
John Hancock Financial Services July 2014 - Present
Insurance Industry March 2011 - Present
KPMG through KNF&T March 2014 - May 2014
Wellesley Financial Group & Insurance Agency March 2012 - December 2013
Wellesley Financial Group & Insurance Agency January 2007 - March 2012
The George Washington University August 2003 - July 2005
George Washington University 1999 - 2005
Skills
Recruiting, Customer Service, Insurance, Event Planning, Microsoft Office, PowerPoint, Research, Data Analysis, Time Management, Fundraising, Training, Microsoft Excel, Life Insurance, Articulate Storyline, Customer Retention, Long-term Customer..., Disability Insurance, SPSS, Teaching, Higher Education, SAS, Communication, Organizational..., Social Skills, Efficiency, Social Media
Education
The George Washington University 2003 — 2005
M.A., Criminal Justice
The George Washington University 1999 — 2003
B.A., Sociology, Psychology
Natick High School 1996 — 1999
New Center for Arts and Culture November 2013 - August 2014
Grand Canyon University January 2012 - June 2014
Wellesley Financial Group & Insurance Agency April 2013 - November 2013
Tutor/Consultant September 2000 - 2012
Town of Needham 1997 - 2011
Town of Sharon 1996 - 1997
Town of Needham 1994 - 1995
Solomon Schehcter Day School 1993 - 1994
Boston University 1985 - 1986
New England Conservatory 1983 - 1985
Skills
Curriculum Design, Teaching, Interviews, Tutoring, Curriculum Development, Event Planning, Mentoring, Public Speaking, Coaching, Writing, Research, Microsoft Office, Editing, Planning, Problem Solving, Music, English, Administration, Word, Classroom Instruction, Supervisory Skills, Organization Skills, Study Skills
Education
Lesley University 1990 — 1993
MEd, Elementary Education
Boston University 1977 — 1979
MMus, Music
New England Conservatory of Music 1973 — 1977
BMus, Music Performance
Wellesley Financial Group & Insurance Agency June 2013 - Present
Wellesley Financial Group & Insurance Agency May 2009 - May 2013
National Agents Alliance Corporate May 2005 - May 2009
American Income Life February 2003 - May 2004
Skills
Risk Management, Long-term Care, Insurance, Retirement Planning, Investments, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Business
University of Massachusetts Lowell 1990 — 1992
MS, Electrical Engineering
University of Massachusetts Lowell 1986 — 1990
BS, Electrical Engineering
Wellesley Financial Group & Insurance Agency February 2010 - Present
Strategic Financial Partners May 2009 - February 2010
Citizens Bank February 2008 - April 2009
Bank of America June 2006 - December 2007
Skills
Retirement, Insurance, Retirement Planning, Life Insurance, Asset Allocation, Mutual Funds, Investments, IRAs, Securities
Education
Lasell College
Business Management
The Bulfinch Group August 2015 - Present
Wellesley Financial Group & Insurance Agency October 2014 - Present
FroyoWorld November 2012 - Present
Colors Beauty, LLC February 2000 - Present
Skills
Customer Service, Microsoft Office, Marketing, Marketing Strategy, Management, Leadership, Sales Management, Budgets, Sales, Social Media Marketing, Event Planning, Finance, Financial Analysis, Microsoft Word, Public Speaking
Education
Boston University
University of Massachusetts Boston
Nationwide Insurance June 2015 - Present
MassMutual Financial Group June 2014 - June 2015
Univita Health Inc November 2012 - June 2014
Wellesley Financial Group & Insurance Agency 2009 - 2013
Phoenix Life Insurance Company 2008 - 2008
Sun Life Financial 2004 - 2008
State Farm Insurance 2003 - 2004
Wellesley Financial Group & Insurance Agency 1996 - 2001
Skills
Long-term Care, Disability Insurance, Cash Value Life..., BOLI, Annuities, Equities, IRAs, 401k Rollovers, Underwriting, Risk Assessment, Risk Management, Employee Benefits, Training, Fixed Annuities, Insurance, Long Term Care Insurance, Leadership, Sales, Life Insurance, Health Insurance
Education
Life Management Institute
FLMI
University of Maine 1990 — 1995
Bachelor of Science (BSc)
Walpole High School, Walpole MA 1986 — 1990
Wellesley Financial Group & Insurance Agency May 2013 - Present
Coldwell Banker Residential Brokerage May 2009 - Present
American Marketing Association November 2005 - June 2009
Skills
First Time Home Buyers, First Time Buyers, Buyer Representation, Listings, Single Family Homes, Sellers, Property Management
Education
Marymount Manhattan College 1980 — 1982
Bachelor's degree, Business Administration and Management, General
marlborough high
Wellesley Financial Group & Insurance Agency August 2013 - July 2015
Thrive Power Yoga June 2012 - July 2013
Spirit Bear Power Yoga, Gold's Gym, Your Element Yoga, Train Boston, Evolve Fitness January 2009 - June 2013
lululemon athletica August 2007 - September 2009
Skills
Yoga, Wellness, Fitness, Wellbeing, Event Planning, Public Speaking, Customer Service, Social Networking, Teaching, Small Business, Social Media, Management, Leadership, Microsoft Excel, Microsoft Word, Program Development, Community Outreach, Team Leadership, Microsoft Office, Sales, Research, QuickBooks, Wellness Coaching, Meditation, Fitness Training, Nutrition, Relaxation, Lifestyle, Holistic Health, Coaching, Reiki
Education
Framingham State College
Bachelor of Arts (B.A.), Liberal Arts and Sciences with a concentration in Business Administration
Wellesley Financial Group & Insurance Agency March 2015 - Present
City Package Store June 2010 - Present
City Package Store June 2010 - Present
Guardian Life March 2014 - March 2015
ING Financial Partners July 2009 - October 2009
Nuclea Biotechnologies March 2008 - November 2008
Skills
Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, SQL, Accounting, HTML
Education
Clark University 2008 — 2009
Trinity College-Hartford 2004 — 2007
Bachelor of Science (BS), Economics and Political Science, 3.5