440 Financial Group
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440 Financial Group Employees
Employee
Years
Job
Industry
Jamie Follansbee Jamie Follansbee's 440 Financial Group Experience 1990 - 1995
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
J.P. Morgan December 2009 - May 2012
PNC Global Investment Servicing (formerly PFPC) 2001 - 2009
PFPC (Formerly First Data Investment Services) 1995 - 2001
440 Financial Group 1990 - 1995
Skills
Customer Relations, Mutual Funds, Fund Accounting, Transfer Agency, Client Service, Team Building, Financial Reporting, Team Leadership, Business Strategy, Communication
Education
Bryant University 1986 — 1990
BS, Finance
J.P. Morgan May 2012 - Present
J.P. Morgan December 2009 - May 2012
PNC Global Investment Servicing (formerly PFPC) 2001 - 2009
PFPC (Formerly First Data Investment Services) 1995 - 2001
440 Financial Group 1990 - 1995
Skills
Customer Relations, Mutual Funds, Fund Accounting, Transfer Agency, Client Service, Team Building, Financial Reporting, Team Leadership, Business Strategy, Communication
Education
Bryant University 1986 — 1990
BS, Finance
Holly Parmenter Holly Parmenter's 440 Financial Group Experience December 1989 - June 1994
Job Volunteer at United Way of TriCounty
Industry Telecommunications
Experience
Call2talk September 2013 - Present
Various Non Profit organizations January 2008 - Present
Stay at Home Mother of 2 children August 1992 - Present
Samaritans February 2012 - June 2013
MSA Commonwealth Corps August 2012 - October 2012
The Salvation Army August 2009 - May 2011
Self Employed January 2000 - July 2008
Self Employed January 2002 - June 2005
440 Financial Group December 1989 - June 1994
Herman's Sporting Goods January 1987 - December 1989
Skills
Survivor, Consulting, Musical Background, Non-profit Volunteer, Public Speaking, Social Networking, Volunteer Recruiting, Singer-songwriter, Volunteer Management, Fundraising, Community Outreach, Entrepreneurship, Management
Education
Wilfred Beauty Academy 1985 — 1987
Cosmetology, Cosmetology/Cosmetologist, General, Licensed Hair Stylist and Cosmetologist
University of Maine 1981 — 1982
Music, Music Performance, General
St. Marks '81 1978 — 1981
High School Graduate, Music Performance, General
Fay School, Southboro, MA 1975 — 1978
Elementary and Middle School
Call2talk September 2013 - Present
Various Non Profit organizations January 2008 - Present
Stay at Home Mother of 2 children August 1992 - Present
Samaritans February 2012 - June 2013
MSA Commonwealth Corps August 2012 - October 2012
The Salvation Army August 2009 - May 2011
Self Employed January 2000 - July 2008
Self Employed January 2002 - June 2005
440 Financial Group December 1989 - June 1994
Herman's Sporting Goods January 1987 - December 1989
Skills
Survivor, Consulting, Musical Background, Non-profit Volunteer, Public Speaking, Social Networking, Volunteer Recruiting, Singer-songwriter, Volunteer Management, Fundraising, Community Outreach, Entrepreneurship, Management
Education
Wilfred Beauty Academy 1985 — 1987
Cosmetology, Cosmetology/Cosmetologist, General, Licensed Hair Stylist and Cosmetologist
University of Maine 1981 — 1982
Music, Music Performance, General
St. Marks '81 1978 — 1981
High School Graduate, Music Performance, General
Fay School, Southboro, MA 1975 — 1978
Elementary and Middle School
Christopher Weirich Christopher Weirich's 440 Financial Group Experience 1993 - 1995
Job Financial Analyst
Industry Financial Services
Experience
University of Massachusetts Correctional Health July 2012 - Present
St Paul's Food Pantry May 2010 - November 2013
University of Massachusetts Development Office October 2011 - April 2012
Monster Worldwide September 2003 - September 2007
PFPC Inc January 1993 - March 2003
440 Financial Group 1993 - 1995
United States Postal Service June 1990 - November 1992
Tatnuck Branch & Talking Book Libraries February 1986 - August 1988
Education
Worcester State University 1990 — 1992
BS, Natural Science & Geography
Saint Joseph's College 1988 — 1990
Transfer, Environmental Science
St Mary's High School
Worcester Central Catholic
University of Massachusetts Correctional Health July 2012 - Present
St Paul's Food Pantry May 2010 - November 2013
University of Massachusetts Development Office October 2011 - April 2012
Monster Worldwide September 2003 - September 2007
PFPC Inc January 1993 - March 2003
440 Financial Group 1993 - 1995
United States Postal Service June 1990 - November 1992
Tatnuck Branch & Talking Book Libraries February 1986 - August 1988
Education
Worcester State University 1990 — 1992
BS, Natural Science & Geography
Saint Joseph's College 1988 — 1990
Transfer, Environmental Science
St Mary's High School
Worcester Central Catholic
Jim McCarty's 440 Financial Group Experience 1991 - 1995
Job Director of Business Development at LeaseQ
Industry Financial Services
Experience
LeaseQ May 2014 - Present
Santander Bank, N.A. October 2011 - May 2014
re2g-Renewable Energy to Grid March 2011 - October 2011
Point Mountain Capital, Inc. February 2010 - March 2011
Navitas Lease Finance Corp November 2008 - August 2009
Healthcare Capital Services October 2007 - October 2008
HSBC April 2003 - August 2007
AT&T Capital Leasing/Newcourt/CIT November 1997 - May 2002
Duracraft Corp 1994 - 1996
440 Financial Group 1991 - 1995
Skills
Credit, Loans, Strategic Planning, Account Management, Sales Management, Sales, Recruiting, Business Development, Negotiation, Management, New Business Development, Leadership, Lead Generation, Risk Management, Credit Analysis, Business Strategy, Operations Management, Customer Retention, Program Management, Finance, Selling, Strategy, Financial Services, Mergers & Acquisitions, Entrepreneurship, Cold Calling, Banking, Executive Management, Customer Service, Small Business Lending, Building Relationships, Relationship Management, Small Business
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
LeaseQ May 2014 - Present
Santander Bank, N.A. October 2011 - May 2014
re2g-Renewable Energy to Grid March 2011 - October 2011
Point Mountain Capital, Inc. February 2010 - March 2011
Navitas Lease Finance Corp November 2008 - August 2009
Healthcare Capital Services October 2007 - October 2008
HSBC April 2003 - August 2007
AT&T Capital Leasing/Newcourt/CIT November 1997 - May 2002
Duracraft Corp 1994 - 1996
440 Financial Group 1991 - 1995
Skills
Credit, Loans, Strategic Planning, Account Management, Sales Management, Sales, Recruiting, Business Development, Negotiation, Management, New Business Development, Leadership, Lead Generation, Risk Management, Credit Analysis, Business Strategy, Operations Management, Customer Retention, Program Management, Finance, Selling, Strategy, Financial Services, Mergers & Acquisitions, Entrepreneurship, Cold Calling, Banking, Executive Management, Customer Service, Small Business Lending, Building Relationships, Relationship Management, Small Business
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
Chip Russo Chip Russo's 440 Financial Group Experience 1990 - 1996
Job Treasurer at Pyramis Global Advisors (the Institutional Investment Arm of Fidelity Investments)
Industry Financial Services
Experience
Fidelity Investments 1996 - Present
440 Financial Group 1990 - 1996
Fidelity Investments 1985 - 1990
Polaroid 1984 - 1985
Coopers&Lybrand (PWC) 1980 - 1982
Education
Whittier College
Master of Business Administration (MBA)
University of Dayton 1976 — 1980
Accounting
Fidelity Investments 1996 - Present
440 Financial Group 1990 - 1996
Fidelity Investments 1985 - 1990
Polaroid 1984 - 1985
Coopers&Lybrand (PWC) 1980 - 1982
Education
Whittier College
Master of Business Administration (MBA)
University of Dayton 1976 — 1980
Accounting
Randy Grosberg's 440 Financial Group Experience 1990 - 1994
Job Vice President Sales at Examity
Industry E-Learning
Experience
Examity December 2012 - Present
Brainshark January 2012 - December 2012
Kaplan Test Prep and Admissions January 2010 - January 2012
College Coach May 2006 - December 2009
College Solutions Network 2003 - 2006
Fleet Bank 1999 - 2003
Putnam Investments 1994 - 1999
440 Financial Group 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Strategic Planning, SaaS, New Business Development, CRM, Start-ups, Business Development, Financial Services, Business Strategy, Program Management, Management, Training, Product Marketing, Direct Sales, Strategy, Solution Selling, Leadership, Digital Marketing, Sales Process, Salesforce.com, Lead Generation, Selling
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Business Administration
Boston University 1977 — 1981
BA, Political Science
Examity December 2012 - Present
Brainshark January 2012 - December 2012
Kaplan Test Prep and Admissions January 2010 - January 2012
College Coach May 2006 - December 2009
College Solutions Network 2003 - 2006
Fleet Bank 1999 - 2003
Putnam Investments 1994 - 1999
440 Financial Group 1990 - 1994
Fidelity Investments 1986 - 1990
Skills
Strategic Planning, SaaS, New Business Development, CRM, Start-ups, Business Development, Financial Services, Business Strategy, Program Management, Management, Training, Product Marketing, Direct Sales, Strategy, Solution Selling, Leadership, Digital Marketing, Sales Process, Salesforce.com, Lead Generation, Selling
Education
Suffolk University - Sawyer School of Management 1989 — 1991
Executive MBA, Business Administration
Boston University 1977 — 1981
BA, Political Science
Dany Letourneau's 440 Financial Group Experience January 1991 - April 1995
Job Financial Services Executive: WC Client Experience | Continuous Improvement | Assoc Dev | Business Partner Collaboration
Industry Financial Services
Experience
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Fidelity Investments October 2012 - December 2014
Fidelity Investments July 2005 - October 2012
Fidelity Investments February 2005 - July 2005
Fidelity Investments February 1999 - July 2005
Fidelity Investments April 1995 - February 1999
440 Financial Group January 1991 - April 1995
Keystone Group, Inc. September 1986 - December 1990
Skills
Financial Services, Series 7, Series 24, Series 63, Mutual Funds, Securities, Risk Management, Vendor Management, Project Management, Strategic Planning, Associate Development, Client Relationships..., Team Building, Teamwork, Operations Management, Client Services, Process Improvement, Business Analysis, Performance Metrics, Mentoring, Job Coaching, Investments, Management, Manage client..., Problem Solving, Customer Experience, Expense Management
Education
Boston College 1980 — 1984
BA, Political Science
Kimberly Toohey's 440 Financial Group Experience 1993 - 1995
Job Office Manager at CeQur Corporation
Industry Human Resources
Experience
CeQur June 2011 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2005 - 2011
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2003 - 2005
Allmerica Financial 1995 - 2003
440 Financial Group 1993 - 1995
Digital Equipment Corporation 1987 - 1993
Skills
Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Process Improvement, Management, Microsoft Word, Recruiting, Marketing, Team Building, Strategic Planning, Program Management, Data Analysis, Business Analysis, Marketing Strategy, Public Speaking, Sales, Project Management, Budgets, PowerPoint
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Business Management
CeQur June 2011 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2005 - 2011
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2003 - 2005
Allmerica Financial 1995 - 2003
440 Financial Group 1993 - 1995
Digital Equipment Corporation 1987 - 1993
Skills
Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Process Improvement, Management, Microsoft Word, Recruiting, Marketing, Team Building, Strategic Planning, Program Management, Data Analysis, Business Analysis, Marketing Strategy, Public Speaking, Sales, Project Management, Budgets, PowerPoint
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Business Management
Michael Ardagna's 440 Financial Group Experience 1990 - 1994
Job Director Business Integration at AARP Services, Inc.
Industry Consumer Services
Experience
AARP Services, Inc. AVPNewRiver, Inc1999 - 2007
Allmerica Financial 1990 - 1996
440 financial group 1990 - 1994
Education
Boston Latin School 1974 — 1978
AARP Services, Inc. AVPNewRiver, Inc1999 - 2007
Allmerica Financial 1990 - 1996
440 financial group 1990 - 1994
Education
Boston Latin School 1974 — 1978
Frank LoPiccolo's 440 Financial Group Experience 1990 - 1993
Job Senior Vice President
Industry Consumer Services
Experience
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Lynn Donaldson Otto's 440 Financial Group Experience June 1990 - March 1995
Job Fund Governance Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 1995 - Present
440 Financial Group June 1990 - March 1995
Allmerica Financial September 1989 - June 1990
Skills
Mutual Funds, Investments, Securities, Strategic Planning, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Investment Management, FINRA, Fixed Income
Education
University of Massachusetts, Amherst
Janus Capital Group April 1995 - Present
440 Financial Group June 1990 - March 1995
Allmerica Financial September 1989 - June 1990
Skills
Mutual Funds, Investments, Securities, Strategic Planning, Asset Allocation, Investment Advisory, Portfolio Management, Equities, Investment Management, FINRA, Fixed Income
Education
University of Massachusetts, Amherst
Heather Hennen, CLU's 440 Financial Group Experience 1994 - 1996
Job Investments, Insurance and Banking Leader
Industry Financial Services
Experience
Nationwide Financial May 2009 - Present
Nationwide Financial October 2007 - May 2009
Nationwide Financial January 2006 - October 2007
Nationwide Insurance April 2001 - October 2007
One Group Mutual Funds 2000 - 2001
Banc One Investment Advisors/One Group Mutual Funds 1996 - 2000
440 Financial Group 1994 - 1996
Banc One Ohio Trust Company 1994 - 1994
Banc One Ohio Trust Company 1991 - 1994
Bank One Columbus, NA 1990 - 1991
Skills
Mutual Funds, Financial Services, Strategy, Investments, Series 7, Business Process..., Insurance, Securities, Series 63, Retirement Planning, Leadership, Banking, Operational Excellence, Change Management, Mergers & Acquisitions, Fixed Annuities, Life Insurance, Risk Management, Process Improvement
Education
Franklin University
Bachelor, Business Administration
Nationwide Financial May 2009 - Present
Nationwide Financial October 2007 - May 2009
Nationwide Financial January 2006 - October 2007
Nationwide Insurance April 2001 - October 2007
One Group Mutual Funds 2000 - 2001
Banc One Investment Advisors/One Group Mutual Funds 1996 - 2000
440 Financial Group 1994 - 1996
Banc One Ohio Trust Company 1994 - 1994
Banc One Ohio Trust Company 1991 - 1994
Bank One Columbus, NA 1990 - 1991
Skills
Mutual Funds, Financial Services, Strategy, Investments, Series 7, Business Process..., Insurance, Securities, Series 63, Retirement Planning, Leadership, Banking, Operational Excellence, Change Management, Mergers & Acquisitions, Fixed Annuities, Life Insurance, Risk Management, Process Improvement
Education
Franklin University
Bachelor, Business Administration