Allmerica Financial
Industry: Insurance company
DescriptionThe Hanover Insurance Group, Inc., based in Worcester, Massachusetts, is one of the oldest continuous businesses in the United States still operating within its original industry. Headquarters: Worcester, Massachusetts, United States CEO: John C. Roche (4 Nov 2017–) Number of employees: 4,600 (2017) Founded: 1852 Subsidiaries: First Allmerica Financial Life Insurance Company,
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Allmerica Financial Employees
Employee
Years
Job
Industry
Penny Krawczyk Penny Krawczyk's Allmerica Financial Experience August 1981 - June 2004
Job Provider Network & Development/Market Research Analyst
Industry Insurance
Experience
Fallon Community Health Plan May 2008 - Present
Polar Beverages June 2004 - May 2008
Allmerica Financial August 1981 - June 2004
Skills
Access, Insurance, Analysis, Budgets, Data Analysis, Software Documentation, Process Improvement, Databases, Data Warehousing, Forecasting, Health Insurance, Strategic Planning, Microsoft Excel, Time Management, Market Research, Business Analysis, Microsoft Word, Medicaid, Healthcare, Microsoft Office, Requirements Analysis, Outlook, Research, Medicare, Analytics, PowerPoint, Database Administration, Marketing, HMO, Network Development, Database Design, Healthcare Industry, Provider Relations, Health Care Reform, Healthcare Analytics, SharePoint, SQL, PPO, Software Project..., Analysis Services, Training, Visio, HIPAA, Managed Care, Management
Education
Assumption College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nichols College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fallon Community Health Plan May 2008 - Present
Polar Beverages June 2004 - May 2008
Allmerica Financial August 1981 - June 2004
Skills
Access, Insurance, Analysis, Budgets, Data Analysis, Software Documentation, Process Improvement, Databases, Data Warehousing, Forecasting, Health Insurance, Strategic Planning, Microsoft Excel, Time Management, Market Research, Business Analysis, Microsoft Word, Medicaid, Healthcare, Microsoft Office, Requirements Analysis, Outlook, Research, Medicare, Analytics, PowerPoint, Database Administration, Marketing, HMO, Network Development, Database Design, Healthcare Industry, Provider Relations, Health Care Reform, Healthcare Analytics, SharePoint, SQL, PPO, Software Project..., Analysis Services, Training, Visio, HIPAA, Managed Care, Management
Education
Assumption College 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Nichols College
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Shawn Dooley Shawn Dooley's Allmerica Financial Experience November 1998 - January 2001
Job State Representative 9th Norfolk District at Commonwealth of Massachusetts
Industry Government Administration
Experience
Commonwealth of Massachusetts January 2014 - Present
Norfolk Fire Department December 2011 - February 2015
Norfolk Public Schools May 2010 - May 2014
Town of Norfolk May 2011 - January 2014
Restoration Development, LLC January 2004 - June 2011
The Sylvia Group January 2001 - May 2004
The Hartford January 2001 - March 2002
Allmerica Financial November 1998 - January 2001
New Engalnd Advisory Group June 1995 - November 1998
Skills
Customer Relations, Customer Service, Insurance, Banking, Finance, Strategic Financial..., Policy, Training, Financial Services, Analysis, Budgets, Program Management, Government, Leadership, Sales, Risk Management
Education
Anna Maria College 2010 — 2014
MPA, Public Administration
The American College 1993 — 2003
CFP, ChFC, Finance, Financial Planning, Investment Management
Auburn University 1985 — 1988
BA, Political Science / Speech Communications
Commonwealth of Massachusetts January 2014 - Present
Norfolk Fire Department December 2011 - February 2015
Norfolk Public Schools May 2010 - May 2014
Town of Norfolk May 2011 - January 2014
Restoration Development, LLC January 2004 - June 2011
The Sylvia Group January 2001 - May 2004
The Hartford January 2001 - March 2002
Allmerica Financial November 1998 - January 2001
New Engalnd Advisory Group June 1995 - November 1998
Skills
Customer Relations, Customer Service, Insurance, Banking, Finance, Strategic Financial..., Policy, Training, Financial Services, Analysis, Budgets, Program Management, Government, Leadership, Sales, Risk Management
Education
Anna Maria College 2010 — 2014
MPA, Public Administration
The American College 1993 — 2003
CFP, ChFC, Finance, Financial Planning, Investment Management
Auburn University 1985 — 1988
BA, Political Science / Speech Communications
Sherry Decelles Sherry Decelles's Allmerica Financial Experience June 2000 - June 2002
Job VP, Technology Quality at Bank of America
Industry Banking
Experience
Bank of America July 2003 - Present
VisionCor Inc September 2002 - July 2003
Allmerica Financial June 2000 - June 2002
Allmerica Financial June 1998 - June 2000
Commerce Insurance February 1990 - June 1998
PayChex, Inc November 1987 - January 1990
Education
Ashford University 2008 — 2009
MBA
Central Piedmont Community College 2007 — 2007
Nichols College 1990 — 1997
BS
Monroe Community College 1985 — 1987
Bank of America July 2003 - Present
VisionCor Inc September 2002 - July 2003
Allmerica Financial June 2000 - June 2002
Allmerica Financial June 1998 - June 2000
Commerce Insurance February 1990 - June 1998
PayChex, Inc November 1987 - January 1990
Education
Ashford University 2008 — 2009
MBA
Central Piedmont Community College 2007 — 2007
Nichols College 1990 — 1997
BS
Monroe Community College 1985 — 1987
Mitch L. Spelios Mitch L. Spelios's Allmerica Financial Experience 1995 - 1997
Job Management and Operations Executive
Industry Executive Office
Experience
Dental Health Associates, Inc. 2001 - 2011
CompBenefits 1997 - 2001
Allmerica Financial 1995 - 1997
Aetna 1991 - 1995
Aetna 1981 - 1991
Skills
Organizational..., Strategic Planning, Dental Practice..., Change Management, Budget Analysis, Contract Negotiation, Partnership Development, Operations Management, Budgets, Healthcare, Management, Mergers and Aquisitions, Mergers & Acquisitions, Strategy, Health Insurance, Customer Service, Managed Care, Dentistry, Practice Management, Insurance, Training
Education
American International College
BA, Pschology, Biology
Dental Health Associates, Inc. 2001 - 2011
CompBenefits 1997 - 2001
Allmerica Financial 1995 - 1997
Aetna 1991 - 1995
Aetna 1981 - 1991
Skills
Organizational..., Strategic Planning, Dental Practice..., Change Management, Budget Analysis, Contract Negotiation, Partnership Development, Operations Management, Budgets, Healthcare, Management, Mergers and Aquisitions, Mergers & Acquisitions, Strategy, Health Insurance, Customer Service, Managed Care, Dentistry, Practice Management, Insurance, Training
Education
American International College
BA, Pschology, Biology
Jason W Madson Jason W Madson's Allmerica Financial Experience 1996 - 2003
Job Client Advocacy and Education at Stanford University
Industry Education Management
Experience
Stanford University August 2014 - Present
The Adelaide Gallery, LLP September 2006 - Present
Goldman Sachs & Co. October 2003 - January 2006
Citigroup June 2003 - October 2003
Allmerica Financial 1996 - 2003
Skills
Photoshop, Photography, Digital Photography, Digital Imaging, Digital Media, Graphic Design, HDR Photography, Commercial Photography, Woodworking, Wood Turning, Conservation Framing, Picture Frames, Event Photography, Fine Art Photography, Portrait Photography, Creative Direction, Lightroom, Video
Education
Assumption College 1998 — 2003
MBA, Finance
Bryant University 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Stanford University August 2014 - Present
The Adelaide Gallery, LLP September 2006 - Present
Goldman Sachs & Co. October 2003 - January 2006
Citigroup June 2003 - October 2003
Allmerica Financial 1996 - 2003
Skills
Photoshop, Photography, Digital Photography, Digital Imaging, Digital Media, Graphic Design, HDR Photography, Commercial Photography, Woodworking, Wood Turning, Conservation Framing, Picture Frames, Event Photography, Fine Art Photography, Portrait Photography, Creative Direction, Lightroom, Video
Education
Assumption College 1998 — 2003
MBA, Finance
Bryant University 1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Kevin Dorse's Allmerica Financial Experience 1999 - 2000
Job Executive Liability Broker AmWINS Brokerage
Industry Insurance
Experience
AmWINS Brokerage September 2009 - Present
OakBridge Insurance Services January 2004 - September 2009
Chubb Insurance 2000 - 2004
Allmerica Financial 1999 - 2000
MetLife 1996 - 1999
Skills
Professional Liability, Employment Practices..., Underwriting, Liability, D&O, Legal Liability, Claim, Liability Analysis, Brokers, Insurance, Reinsurance, E&O, Casualty, Excess, Casualty Insurance, Commercial Insurance, Fidelity Bonds, Financial Institutions, Fiduciary, Commercial Lines
Education
Boston University 2004 — 2006
Master of Science, Insurance Management
Oxford Brookes University 1991 — 1994
BSC Honors, Sociology and Anthropology (Double Major)
AmWINS Brokerage September 2009 - Present
OakBridge Insurance Services January 2004 - September 2009
Chubb Insurance 2000 - 2004
Allmerica Financial 1999 - 2000
MetLife 1996 - 1999
Skills
Professional Liability, Employment Practices..., Underwriting, Liability, D&O, Legal Liability, Claim, Liability Analysis, Brokers, Insurance, Reinsurance, E&O, Casualty, Excess, Casualty Insurance, Commercial Insurance, Fidelity Bonds, Financial Institutions, Fiduciary, Commercial Lines
Education
Boston University 2004 — 2006
Master of Science, Insurance Management
Oxford Brookes University 1991 — 1994
BSC Honors, Sociology and Anthropology (Double Major)
Pat Berry Verhaegen Pat Berry Verhaegen's Allmerica Financial Experience 1988 - 2003
Job Senior Business Systems Analyst at Sun Life Financial
Industry Information Technology and Services
Experience
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Sun Life Financial November 2013 - Present
Sun Life February 2012 - November 2013
Evergreen Management Associates, Inc. July 2010 - November 2011
The Hanover Insurance Group December 2007 - November 2009
The Hanover Insurance Group February 2006 - November 2009
The Hanover Insurance Group/Allmerica Financial March 1998 - February 2006
Allmerica Financial 1988 - 2003
Skills
Business Analysis, Business Process, Data Analysis, Internal Communications, Training Skills, Training Delivery, Documentation, Requirements Gathering, Requirements Analysis, Group Presentations, Meeting Management, Software Documentation, Business Requirements, Financial Services, Visio, Scope Management, Training, SDLC, Insurance, Change Management, Analysis, Software Implementation, Business Intelligence, Program Management, MS Project, Quality Center, CRM, Business Process..., Waterfall, SharePoint, Leadership, Project Management, Requirements Management, Test Planning, Testing, Call Centers, Data Warehousing, PMO, Systems Analysis, Software Development, Life Insurance, Software Project..., Quality Assurance, Team Leadership, Property & Casualty..., Project Delivery, Functional..., User Acceptance Testing, Process Improvement, PMP
Education
Becker College
Karen Lyon Karen Lyon's Allmerica Financial Experience 1992 - 1998
Job Vice President of Marketing at Unidine Corporation
Industry Consumer Goods
Experience
Unidine Corporation March 2013 - Present
IdeaPaint October 2011 - February 2013
Swarovski July 2008 - September 2011
Swarovski July 2003 - July 2008
Swarovski October 2001 - July 2003
Rockport Company 1998 - 2001
Allmerica Financial 1992 - 1998
Fidelity Investments 1989 - 1992
Skills
Marketing Strategy, Marketing Communications, Marketing, Brand Development, Product Management, Retail, Strategic Planning, Digital Marketing, Advertising, Product Marketing, Brand Management, Creative Direction, Integrated Marketing, Product Development, Public Relations, Management, Merchandising, Sales, E-commerce, Lead Generation, B2B, Start-ups, Sales Management, Social Media, Team Building, Strategy, Online Advertising, Trade Marketing, New Business Development, Marketing Management, SEM, Market Planning, Business Development, Consumer Products, Digital Media, International Marketing, Marketing Research, Market Research, Brand Architecture, Account Management, Brand Awareness, Segmentation, Social Media Marketing, Online Marketing, Email Marketing, Direct Marketing, Customer Insight, Project Planning, Trade Shows
Education
Bentley University 1990 — 1994
MBA, Marketing
Bryant University 1984 — 1988
BS, Marketing
Unidine Corporation March 2013 - Present
IdeaPaint October 2011 - February 2013
Swarovski July 2008 - September 2011
Swarovski July 2003 - July 2008
Swarovski October 2001 - July 2003
Rockport Company 1998 - 2001
Allmerica Financial 1992 - 1998
Fidelity Investments 1989 - 1992
Skills
Marketing Strategy, Marketing Communications, Marketing, Brand Development, Product Management, Retail, Strategic Planning, Digital Marketing, Advertising, Product Marketing, Brand Management, Creative Direction, Integrated Marketing, Product Development, Public Relations, Management, Merchandising, Sales, E-commerce, Lead Generation, B2B, Start-ups, Sales Management, Social Media, Team Building, Strategy, Online Advertising, Trade Marketing, New Business Development, Marketing Management, SEM, Market Planning, Business Development, Consumer Products, Digital Media, International Marketing, Marketing Research, Market Research, Brand Architecture, Account Management, Brand Awareness, Segmentation, Social Media Marketing, Online Marketing, Email Marketing, Direct Marketing, Customer Insight, Project Planning, Trade Shows
Education
Bentley University 1990 — 1994
MBA, Marketing
Bryant University 1984 — 1988
BS, Marketing
Jessica Shaw Jessica Shaw's Allmerica Financial Experience February 1997 - February 2005
Job St Petersburg College Computer/Web programming
Industry Insurance
Experience
The Hanover Insurance Group February 2005 - November 2012
Allmerica Financial February 1997 - February 2005
Skills
SDLC, DB2, COBOL, Systems Analysis, Requirements Gathering, JCL, Testing, Mainframe, SQL, Requirements Analysis, Quality Center, CICS, Databases, Database Design, VSAM, Endeavor, Software Project..., User Acceptance Testing, Networking, Data Warehousing, IBM Mainframe, Fileaid, XML, Easytrieve, TSO, FTP, Production Support, Cisco Network Devices, Business Requirements, Software Documentation, Oracle, Java, Software Development, Unix, Business Intelligence, Technical Writing, Routers, Switches, Programming, Information Technology
Education
LaSalle Computer Learning Center 2013 — 2014
Web Development
St. Petersburg College 2013 — 2014
Hillsborough Community College 2013 — 2013
CCNA (Cisco Certified Networking Associate)
Everest University-Largo 2007 — 2009
MBA, Human Resource Management, 3.93
Johnson and Wales University 1994 — 1997
Bachelor's degree, Information Science/Studies, 3.76
The Hanover Insurance Group February 2005 - November 2012
Allmerica Financial February 1997 - February 2005
Skills
SDLC, DB2, COBOL, Systems Analysis, Requirements Gathering, JCL, Testing, Mainframe, SQL, Requirements Analysis, Quality Center, CICS, Databases, Database Design, VSAM, Endeavor, Software Project..., User Acceptance Testing, Networking, Data Warehousing, IBM Mainframe, Fileaid, XML, Easytrieve, TSO, FTP, Production Support, Cisco Network Devices, Business Requirements, Software Documentation, Oracle, Java, Software Development, Unix, Business Intelligence, Technical Writing, Routers, Switches, Programming, Information Technology
Education
LaSalle Computer Learning Center 2013 — 2014
Web Development
St. Petersburg College 2013 — 2014
Hillsborough Community College 2013 — 2013
CCNA (Cisco Certified Networking Associate)
Everest University-Largo 2007 — 2009
MBA, Human Resource Management, 3.93
Johnson and Wales University 1994 — 1997
Bachelor's degree, Information Science/Studies, 3.76
Brendan Niedzialkoski's Allmerica Financial Experience July 1994 - April 2001
Job Financial Services Professional
Industry Financial Services
Experience
Mercer July 2013 - Present
In transition July 2012 - July 2013
Fidelity Investments January 2008 - June 2012
Fidelity Investments September 2006 - December 2007
Fidelity Investments May 2004 - September 2006
Fidelity Investments April 2001 - April 2004
Allmerica Financial July 1994 - April 2001
Skills
Subject Matter Experts, Process Improvement, Problem Solving, Multitasking Skills, Service Level Agreements, Teamwork
Education
Assumption College 1990 — 1994
Bachelor's degree, Accounting
Mercer July 2013 - Present
In transition July 2012 - July 2013
Fidelity Investments January 2008 - June 2012
Fidelity Investments September 2006 - December 2007
Fidelity Investments May 2004 - September 2006
Fidelity Investments April 2001 - April 2004
Allmerica Financial July 1994 - April 2001
Skills
Subject Matter Experts, Process Improvement, Problem Solving, Multitasking Skills, Service Level Agreements, Teamwork
Education
Assumption College 1990 — 1994
Bachelor's degree, Accounting
Valentina Dingle's Allmerica Financial Experience 1990 - 1997
Job Head of Marketing at Institutional Investment Consulting Firm
Industry Investment Management
Experience
Prime, Buchholz & Associates December 2007 - Present
Calypso Communications 2007 - 2007
AARP Financial 2005 - 2007
Citizens Advisers 2001 - 2005
NewRiver, Inc. 1998 - 2001
Fidelity Investments 1998 - 1998
Allmerica Financial 1990 - 1997
Education
Anna Maria College
MBA
Purdue University
B.A.
Prime, Buchholz & Associates December 2007 - Present
Calypso Communications 2007 - 2007
AARP Financial 2005 - 2007
Citizens Advisers 2001 - 2005
NewRiver, Inc. 1998 - 2001
Fidelity Investments 1998 - 1998
Allmerica Financial 1990 - 1997
Education
Anna Maria College
MBA
Purdue University
B.A.
Bryce Chicoyne Bryce Chicoyne's Allmerica Financial Experience 1993 - 1995
Job Chief Financial Officer at HealthcareSource
Industry Accounting
Experience
HealthcareSource March 2011 - Present
Salary.com May 2008 - October 2010
Harvard Bioscience August 2004 - May 2008
Apogent Technologies December 2002 - August 2004
Sonus Networks May 2000 - December 2002
Sun Life Financial of Canada 1995 - 1999
Allmerica Financial 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Mergers, Investor Relations, Financial Modeling, Technical Accounting, Debt
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2001
MBA, Finance
Southern New Hampshire University 1987 — 1991
Bachelor of Science, Accounting
HealthcareSource March 2011 - Present
Salary.com May 2008 - October 2010
Harvard Bioscience August 2004 - May 2008
Apogent Technologies December 2002 - August 2004
Sonus Networks May 2000 - December 2002
Sun Life Financial of Canada 1995 - 1999
Allmerica Financial 1993 - 1995
Ernst & Young 1991 - 1993
Skills
Mergers, Investor Relations, Financial Modeling, Technical Accounting, Debt
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2001
MBA, Finance
Southern New Hampshire University 1987 — 1991
Bachelor of Science, Accounting
Jeff DiCiaccio's Allmerica Financial Experience 1992 - 1999
Job Director of Strategic Procurement Harvard Medical School
Industry Higher Education
Experience
Harvard Medical School January 2014 - Present
Harvard Medical School January 2014 - Present
Interise December 2014 - Present
University of Massachusetts Medical School January 2010 - January 2014
UMass Medical School January 2010 - January 2014
UMass Medical School June 2003 - January 2010
University of Massachusetts Medical School June 2003 - January 2010
National Association of Educational Buyers, New England Chapter January 2008 - December 2008
Stream International 1999 - 2003
Allmerica Financial 1992 - 1999
Skills
Purchasing, Procurement, Problem Solving, Cost Savings, Strategic Sourcing, Research, Contract Negotiation, Negotiation, Contract Management, Process Improvement, Strategic Planning, Sourcing, Supply Chain Management, Change Management, Supplier Management, Vendor Management, Team Building, Microsoft Office, Supply Chain, Excel, Vendor Relations, Customer Service, Word, Contract Negotiations, Customer Relations, Cost Reduction, Access, PowerPoint, Outlook, Analysis, Administration, Business Strategy, Coaching, Leadership, Team Leadership, Management, Continuous Improvement, E-procurement, ERP, Spend Analysis, Supply Management, Budgets, Cross-functional Team..., Forecasting, Project Management, Operations Management, Project Planning, Program Management, Logistics, Sales
Education
Bentley University
Marketing Management, Marketing
Stoneham High School
education, education
Harvard Medical School January 2014 - Present
Harvard Medical School January 2014 - Present
Interise December 2014 - Present
University of Massachusetts Medical School January 2010 - January 2014
UMass Medical School January 2010 - January 2014
UMass Medical School June 2003 - January 2010
University of Massachusetts Medical School June 2003 - January 2010
National Association of Educational Buyers, New England Chapter January 2008 - December 2008
Stream International 1999 - 2003
Allmerica Financial 1992 - 1999
Skills
Purchasing, Procurement, Problem Solving, Cost Savings, Strategic Sourcing, Research, Contract Negotiation, Negotiation, Contract Management, Process Improvement, Strategic Planning, Sourcing, Supply Chain Management, Change Management, Supplier Management, Vendor Management, Team Building, Microsoft Office, Supply Chain, Excel, Vendor Relations, Customer Service, Word, Contract Negotiations, Customer Relations, Cost Reduction, Access, PowerPoint, Outlook, Analysis, Administration, Business Strategy, Coaching, Leadership, Team Leadership, Management, Continuous Improvement, E-procurement, ERP, Spend Analysis, Supply Management, Budgets, Cross-functional Team..., Forecasting, Project Management, Operations Management, Project Planning, Program Management, Logistics, Sales
Education
Bentley University
Marketing Management, Marketing
Stoneham High School
education, education
Brad Newman Brad Newman's Allmerica Financial Experience 1998 - 2000
Job Broad experience solving operational problems to achieve stability and sustain profitability.
Industry Management Consulting
Experience
Transition Solutions November 2008 - March 2010
Jordan's Furniture May 2001 - October 2008
Interaction Associates 2000 - 2001
Allmerica Financial 1998 - 2000
TAC Worldwide 1997 - 1998
Marcam Solutions 1996 - 1997
Newman/Alpers Associates 1986 - 1996
Education
Boston University
MS, Communication Research
Union College
BA, Sociology
Transition Solutions November 2008 - March 2010
Jordan's Furniture May 2001 - October 2008
Interaction Associates 2000 - 2001
Allmerica Financial 1998 - 2000
TAC Worldwide 1997 - 1998
Marcam Solutions 1996 - 1997
Newman/Alpers Associates 1986 - 1996
Education
Boston University
MS, Communication Research
Union College
BA, Sociology
Pam Dickey Pam Dickey's Allmerica Financial Experience April 1993 - May 2000
Job Human Resource Specialist
Industry Human Resources
Experience
DDI Development Dimensions International May 2006 - Present
Development Dimensions International May 2006 - Present
Principal Financial Group June 2000 - July 2006
Allmerica Financial April 1993 - May 2000
Prudential Financial May 1978 - April 1993
Education
Bradford School
Office Administration
DDI Development Dimensions International May 2006 - Present
Development Dimensions International May 2006 - Present
Principal Financial Group June 2000 - July 2006
Allmerica Financial April 1993 - May 2000
Prudential Financial May 1978 - April 1993
Education
Bradford School
Office Administration
Eric Levy's Allmerica Financial Experience September 1991 - June 1995
Job Executive Vice President, Group Retirement at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
AIG June 2015 - Present
Lincoln Financial Group January 2010 - Present
Aviv Centers For Living September 2012 - November 2014
Mercer Outsourcing January 2006 - January 2010
New England Hot Dog Company March 2005 - December 2006
Winthrop Consulting November 2004 - December 2005
Putnam Investments July 1995 - November 2004
Allmerica Financial September 1991 - June 1995
Fidelity Investments June 1987 - September 1991
Skills
Mutual Funds, Investment Management, Insurance, Outsourcing, Brokerage, Franchising, Retirement, 401k, Series 7, Defined Benefit, Corporate Benefits, Pensions, Series 63, Investments, Asset Managment, Asset Allocation, ERISA, Financial Services, Retirement Planning, Alternative Investments, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Employee Benefits, Wealth Management, CRM, Relationship Management, Securities, Fixed Annuities, Series 6, Equities, Finance, Portfolio Management, ETFs, Leadership, Business Strategy, Hedge Funds, Strategic Financial...
Education
Boston University Questrom School of Business 1988 — 1991
MBA, Marketing
University of Massachusetts, Amherst 1983 — 1987
Bachelor of Business Administration (BBA), Finance
Russell Carroll's Allmerica Financial Experience 1996 - 1999
Job Owner at Seaside Chop
Industry
Experience
Seaside Chop May 2014 - Present
Wilmington Public School August 2002 - Present
Harte Hanks Data Technologies 1999 - 2002
Allmerica Financial 1996 - 1999
Citizens Bank 1990 - 1996
Skills
Analysis, Business Analysis, Program Management, Strategy, Analytics
Education
Framingham State College 2005 — 2008
M.Ed., Curriculum Instructional Technology
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Seaside Chop May 2014 - Present
Wilmington Public School August 2002 - Present
Harte Hanks Data Technologies 1999 - 2002
Allmerica Financial 1996 - 1999
Citizens Bank 1990 - 1996
Skills
Analysis, Business Analysis, Program Management, Strategy, Analytics
Education
Framingham State College 2005 — 2008
M.Ed., Curriculum Instructional Technology
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1995
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Judith Faucher Judith Faucher's Allmerica Financial Experience April 1996 - March 2001
Job Team Manager Springfield Customer Response Center at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual October 2008 - Present
The Hanover Insurance Group 2001 - 2008
Allmerica Financial April 1996 - March 2001
Skills
Insurance, Leadership, Process Improvement, Training, Management, Strategy, Call Centers, Business Process..., Customer Service, Coaching, Cross-functional Team..., Human Resources, Program Management, Team Building, Property & Casualty..., General Insurance, Underwriting
Education
Becker College 2003 — 2005
Bachelor of Science, Business
Liberty Mutual October 2008 - Present
The Hanover Insurance Group 2001 - 2008
Allmerica Financial April 1996 - March 2001
Skills
Insurance, Leadership, Process Improvement, Training, Management, Strategy, Call Centers, Business Process..., Customer Service, Coaching, Cross-functional Team..., Human Resources, Program Management, Team Building, Property & Casualty..., General Insurance, Underwriting
Education
Becker College 2003 — 2005
Bachelor of Science, Business
Jack Reilly, PMP Jack Reilly, PMP's Allmerica Financial Experience 1993 - 1997
Job Project Manager/Retirement Services Portfolio Delivery at MassMutual Financial Group
Industry Financial Services
Experience
Reilly, LLC September 2006 - Present
MassMutual Financial Group August 2013 - December 2014
Lincoln Financial Group December 2011 - July 2013
Prudential Insurance January 2011 - December 2011
AVIVA USA April 2010 - January 2011
MassMutual Financial Group January 2008 - December 2009
The Hanover Insurance Group 1999 - 2007
Consultant 1997 - 1999
Allmerica Financial & First Data Investor Services Group 1993 - 1997
Allmerica Financial 1993 - 1997
Skills
Quality Assurance, Business Analysis, Process Improvement, Strategy, Enterprise Software, Project Management, Integration, Relationship Management, SDLC, Financial Services, Leadership, Requirements Analysis, Insurance, Vendor Management, Management, Software Project..., Resource Management
Education
Bentley University
Bachelor of Science
The George Washington University
Masters Certification
Reilly, LLC September 2006 - Present
MassMutual Financial Group August 2013 - December 2014
Lincoln Financial Group December 2011 - July 2013
Prudential Insurance January 2011 - December 2011
AVIVA USA April 2010 - January 2011
MassMutual Financial Group January 2008 - December 2009
The Hanover Insurance Group 1999 - 2007
Consultant 1997 - 1999
Allmerica Financial & First Data Investor Services Group 1993 - 1997
Allmerica Financial 1993 - 1997
Skills
Quality Assurance, Business Analysis, Process Improvement, Strategy, Enterprise Software, Project Management, Integration, Relationship Management, SDLC, Financial Services, Leadership, Requirements Analysis, Insurance, Vendor Management, Management, Software Project..., Resource Management
Education
Bentley University
Bachelor of Science
The George Washington University
Masters Certification
Stacie Weldon Stacie Weldon's Allmerica Financial Experience 2001 - 2004
Job Insurance Professional
Industry Insurance
Experience
ProAssurance 2005 - 2006
Citizens Insurance 2002 - 2004
Allmerica Financial 2001 - 2004
Shiawasee County 1998 - 1999
Education
Perry High School 1992 — 1996
Diploma, General Studies
Baker College Business and Corporate Services
Pending, Business & Human Services
ProAssurance 2005 - 2006
Citizens Insurance 2002 - 2004
Allmerica Financial 2001 - 2004
Shiawasee County 1998 - 1999
Education
Perry High School 1992 — 1996
Diploma, General Studies
Baker College Business and Corporate Services
Pending, Business & Human Services
Tiffany (Flanagan) Markarian Tiffany (Flanagan) Markarian's Allmerica Financial Experience July 1995 - November 1997
Job Marketing Strategist and Director of Consulting
Industry Management Consulting
Experience
Advantus Marketing February 2014 - Present
Weylman Consulting Group February 2014 - Present
Advantus Marketing 2014 - 2015
Advantus Marketing 2014 - 2015
Centinel Financial Group, LLC January 2008 - December 2014
Signator Investors, Inc. 2005 - 2008
New England Financial, A MetLife Company November 1997 - June 2005
Allmerica Financial July 1995 - November 1997
Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership
Education
Bryant University 1991 — 1995
Bachelor of Science, Marketing
Advantus Marketing February 2014 - Present
Weylman Consulting Group February 2014 - Present
Advantus Marketing 2014 - 2015
Advantus Marketing 2014 - 2015
Centinel Financial Group, LLC January 2008 - December 2014
Signator Investors, Inc. 2005 - 2008
New England Financial, A MetLife Company November 1997 - June 2005
Allmerica Financial July 1995 - November 1997
Skills
Marketing, Public Relations, Marketing Communications, Marketing Strategy, Strategic Financial..., Brand Development, Lead Generation, Business Planning, Strategic Planning, Training, Business Development, Management, Strategy, Recruiting, Business Strategy, Sales, Consulting, Leadership
Education
Bryant University 1991 — 1995
Bachelor of Science, Marketing
Scott Birmingham, CFP®, ChFC, CLU, CAP Scott Birmingham, CFP®, ChFC, CLU, CAP's Allmerica Financial Experience June 2001 - December 2002
Job Supervisor of Financial Planning Dept. at Fieldstone Financial
Industry Financial Services
Experience
Fieldstone Financial January 2015 - Present
Coastal Real Estate Partners August 2013 - Present
Birmingham Advisory Group, LLC February 2013 - November 2014
TIAA-CREF April 2007 - October 2012
New York Life Insurance Company/ BARRY FINANCIAL & THE LYONS COMPANY June 2003 - April 2007
ALLMERICA FINANCIAL June 2001 - December 2002
MassMutual Financial Group/ COMMONWEALTH FINANCIAL December 2000 - April 2001
Provident Mutual/ NEW ENGLAND ADVISORY GROUP September 1999 - December 2000
Hub Folding Box Company July 1989 - July 1999
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Long Term Care Insurance, Estate Planning, Disability Insurance, Financial Advisory, Variable Annuities, Income Protection, Fixed Annuities, Investment Management, Financial Services, Portfolio Management, Wealth Management, Equities, IRAs, 401k, Financial Planners, Investment Advisory, Risk Management, ETFs, High Net Worth..., Series 65, Personal Financial..., Real Estate, Retirement, Insurance, Asset Management, Financial Planning
Education
Boston College
Bachelor of Arts, Information Processing Degree
Boston University
CFP program
The American College
ChFC, CLU, CAP designations
Villanova University
Liberal Arts
Fieldstone Financial January 2015 - Present
Coastal Real Estate Partners August 2013 - Present
Birmingham Advisory Group, LLC February 2013 - November 2014
TIAA-CREF April 2007 - October 2012
New York Life Insurance Company/ BARRY FINANCIAL & THE LYONS COMPANY June 2003 - April 2007
ALLMERICA FINANCIAL June 2001 - December 2002
MassMutual Financial Group/ COMMONWEALTH FINANCIAL December 2000 - April 2001
Provident Mutual/ NEW ENGLAND ADVISORY GROUP September 1999 - December 2000
Hub Folding Box Company July 1989 - July 1999
Skills
Series 7, Investments, Retirement Planning, Mutual Funds, Series 63, Asset Allocation, Long Term Care Insurance, Estate Planning, Disability Insurance, Financial Advisory, Variable Annuities, Income Protection, Fixed Annuities, Investment Management, Financial Services, Portfolio Management, Wealth Management, Equities, IRAs, 401k, Financial Planners, Investment Advisory, Risk Management, ETFs, High Net Worth..., Series 65, Personal Financial..., Real Estate, Retirement, Insurance, Asset Management, Financial Planning
Education
Boston College
Bachelor of Arts, Information Processing Degree
Boston University
CFP program
The American College
ChFC, CLU, CAP designations
Villanova University
Liberal Arts
Patty Brinkman Patty Brinkman's Allmerica Financial Experience September 1993 - September 1994
Job Personal Historian, Pure Gold Memories
Industry Writing and Editing
Experience
Pure Gold Memories May 2008 - Present
Brinkman Portillo Ronk, PC 2010 - January 2013
Sierra Wealth Consulting July 2005 - January 2009
Allmerica Financial September 1993 - September 1994
Skills
Writing, Research, Legal Research, Filemaker Pro, Databases, Microsoft Office, Outlook, Mac OS X, PC, Compliance, Quality Assurance, Customer Service, Marketing Research, Office Administration, Office Equipment, General Office Duties, Business Correspondence, Account Management, Documentation, Editing, Internet, j, Typing, Newsletters, Organizing, Planning, Teamwork, Youth Work, Quickbooks, Office Management, Public Speaking
Education
Brigham Young University 1984 — 1988
B.A., English
Pure Gold Memories May 2008 - Present
Brinkman Portillo Ronk, PC 2010 - January 2013
Sierra Wealth Consulting July 2005 - January 2009
Allmerica Financial September 1993 - September 1994
Skills
Writing, Research, Legal Research, Filemaker Pro, Databases, Microsoft Office, Outlook, Mac OS X, PC, Compliance, Quality Assurance, Customer Service, Marketing Research, Office Administration, Office Equipment, General Office Duties, Business Correspondence, Account Management, Documentation, Editing, Internet, j, Typing, Newsletters, Organizing, Planning, Teamwork, Youth Work, Quickbooks, Office Management, Public Speaking
Education
Brigham Young University 1984 — 1988
B.A., English
Amy E. Pasquale Amy E. Pasquale's Allmerica Financial Experience 1991 - 2001
Job Benefits Professional
Industry Human Resources
Experience
Volt Workforce Solutions March 2015 - Present
BTHR Solutions June 2011 - March 2015
West Boylston Middle/High School 2009 - 2011
Fidelity Investments 2001 - 2008
Allmerica Financial 1991 - 2001
Education
Bentley University
MBA, Management
Worcester State College
BS, Business Administration/Human Resources
Volt Workforce Solutions March 2015 - Present
BTHR Solutions June 2011 - March 2015
West Boylston Middle/High School 2009 - 2011
Fidelity Investments 2001 - 2008
Allmerica Financial 1991 - 2001
Education
Bentley University
MBA, Management
Worcester State College
BS, Business Administration/Human Resources
Bernard Lapierre's Allmerica Financial Experience June 1989 - March 2000
Job Director of Software Engineering
Industry Computer Software
Experience
LogicManager, Inc. February 2005 - Present
Houghton Mifflin June 2003 - February 2005
IT Consulting - Self Employed 2000 - 2002
Allmerica Financial June 1989 - March 2000
Skills
Software Development, Agile Methodologies, HTML, Program Management, JavaScript, Java, Architecture, Oracle 9i, Salesforce.com, Java Enterprise Edition, ColdFusion, Flex, Oracle SQL, Enterprise Architecture, Business Analysis, Business Intelligence, Business Process..., Document Management, Workflow, Access, Oracle, Architectures, SQL, Unix, Databases, SaaS, Requirements Analysis, PL/SQL, Data Warehousing, Enterprise Software, Perl, Software Engineering, SDLC, Software Project..., Solaris, SOA, Software Design, Web Services, Integration, XML, Business Requirements, Microsoft SQL Server, DB2
Education
Anna Maria College 1985 — 1989
BS, Computer Science
LogicManager, Inc. February 2005 - Present
Houghton Mifflin June 2003 - February 2005
IT Consulting - Self Employed 2000 - 2002
Allmerica Financial June 1989 - March 2000
Skills
Software Development, Agile Methodologies, HTML, Program Management, JavaScript, Java, Architecture, Oracle 9i, Salesforce.com, Java Enterprise Edition, ColdFusion, Flex, Oracle SQL, Enterprise Architecture, Business Analysis, Business Intelligence, Business Process..., Document Management, Workflow, Access, Oracle, Architectures, SQL, Unix, Databases, SaaS, Requirements Analysis, PL/SQL, Data Warehousing, Enterprise Software, Perl, Software Engineering, SDLC, Software Project..., Solaris, SOA, Software Design, Web Services, Integration, XML, Business Requirements, Microsoft SQL Server, DB2
Education
Anna Maria College 1985 — 1989
BS, Computer Science
LUIS RIOS-BERLY LUIS RIOS-BERLY's Allmerica Financial Experience 1984 - 1999
Job Insurance Broker at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group February 2014 - Present
Distribuidora Las Americas (DILA) 2011 - Present
Carrera Insurance LRB Insurance & Financial Solutions LLC January 1998 - Present
Principal Financial Group 1999 - 2004
Allmerica Financial 1984 - 1999
Skills
Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Customer Service, Fixed Annuities, Strategic Planning, Sales Management, Retirement, New Business Development, Retirement Planning, Commercial Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Homeowners, Brokers, Small Business, Sales
Education
Baylor University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lon Moris College
Business
Nuestra Senora el Pilar
MassMutual Financial Group February 2014 - Present
Distribuidora Las Americas (DILA) 2011 - Present
Carrera Insurance LRB Insurance & Financial Solutions LLC January 1998 - Present
Principal Financial Group 1999 - 2004
Allmerica Financial 1984 - 1999
Skills
Insurance, Property & Casualty..., Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Customer Service, Fixed Annuities, Strategic Planning, Sales Management, Retirement, New Business Development, Retirement Planning, Commercial Insurance, Workers Compensation, Term Life Insurance, Long-term Care, Homeowners, Brokers, Small Business, Sales
Education
Baylor University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lon Moris College
Business
Nuestra Senora el Pilar
George P. Goulas's Allmerica Financial Experience August 1994 - May 1998
Job Broker Owner of Allworth Realty, where our Guiding Principal is maximizing your "Real Estate Value for All its Worth"
Industry Real Estate
Experience
...and company September 2007 - Present
ReMax 2001 - 2007
Allmerica Financial August 1994 - May 1998
Skills
Sellers, Investment Properties, Real Estate, Seniors, Construction, Customer Service, Property, Leases, Luxury, Budgets, Real Property, Condos, Single Family Homes, Commercial Real Estate, Negotiation, Short Sales, Buyer Representation, Marketing, Investments, Strategic Planning, Relocation, Sales, Brokerage, Real Estate Transactions, Residential Mortgages, Rentals, Investors, Asset Management, First Time Home Buyers, Referrals, Microsoft Office, ABR, Townhomes, Vacation Homes, Buyers, Residential Homes, Analysis, Real Estate Economics, REO, Move Up Buyers, Waterfront, Listings, Real Estate License, New Homes, Income Properties, New Home Sales, Seller Representation, Relocation Buyers, Foreclosures, SFR
Education
Assumption College 1995 — 1998
MBA, Finance
...and company September 2007 - Present
ReMax 2001 - 2007
Allmerica Financial August 1994 - May 1998
Skills
Sellers, Investment Properties, Real Estate, Seniors, Construction, Customer Service, Property, Leases, Luxury, Budgets, Real Property, Condos, Single Family Homes, Commercial Real Estate, Negotiation, Short Sales, Buyer Representation, Marketing, Investments, Strategic Planning, Relocation, Sales, Brokerage, Real Estate Transactions, Residential Mortgages, Rentals, Investors, Asset Management, First Time Home Buyers, Referrals, Microsoft Office, ABR, Townhomes, Vacation Homes, Buyers, Residential Homes, Analysis, Real Estate Economics, REO, Move Up Buyers, Waterfront, Listings, Real Estate License, New Homes, Income Properties, New Home Sales, Seller Representation, Relocation Buyers, Foreclosures, SFR
Education
Assumption College 1995 — 1998
MBA, Finance
Dave Alicandro's Allmerica Financial Experience June 1980 - March 1995
Job Vice President, Technology Relationship Manager, Retirement Technology at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Wells Fargo January 2009 - Present
Wachovia June 2003 - October 2009
PFPC December 1999 - June 2003
First Data, Investor Services Group April 1995 - November 1999
Allmerica Financial June 1980 - March 1995
Skills
Information Technology, Technology Management, Project Management, Risk Assessment, Technology Risk..., Information Security, Information Systems, Information Security..., IT Audit, IT Strategy, Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Enterprise Architecture, Software Project..., Leadership, IT Management, Integration, Management, Business Process..., Requirements Gathering
Education
Babson College 1976 — 1980
BS, Finance/Quantitative Methods and Communications
Steven Holstein Steven Holstein's Allmerica Financial Experience 1992 - 1995
Job Chief Marketing Officer at Covestor
Industry Financial Services
Experience
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Covestor 2013 - Present
Guardian Life Insurance 2010 - 2013
MassMutual Financial Group 2006 - 2009
MassMutual Financial Group 2002 - 2006
MassMutual Financial Group 2000 - 2001
MassMutual Financial Group 2000 - 2000
Cypress Holding Company 1997 - 2000
Federated Investors 1995 - 1997
Allmerica Financial 1992 - 1995
Fleet Bank 1991 - 1992
Skills
Strategic Planning, Leadership, Sales, Product Innovation, Market Development, Financial Services, Mutual Funds, Insurance, Thought Leadership, Marketing Strategy, Investments, Segmentation, Social Media Marketing, Marketing, Product Marketing, Lead Generation, Social Media, Risk Management, Cross-functional Team..., Team Building, Strategy, Executive Management, Management, Business Planning, Product Management, Brand Management, Business Strategy, Series 7, CRM, Marketing Communications, Direct Marketing, Analytics
Education
Northwestern University - Kellogg School of Management
Executive Program
Boston University Questrom School of Business
MBA, Marketing & Economics
Clark University 1978 — 1982
BA, Economics
Gary Lednar Gary Lednar's Allmerica Financial Experience September 2002 - October 2002
Job Clerical/ Administrative
Industry Government Administration
Experience
Allmerica Financial September 2002 - October 2002
Meloche Attorneys July 2002 - August 2002
UMass Memorial Medical Center April 2002 - May 2002
UMass Memorial Medical Center February 2001 - October 2001
UMass Memorial Medical Center April 2000 - January 2001
Premier Insurance, Worcester MA January 2000 - February 2000
Cravath, Swaine & Moore LLP December 1997 - January 1998
Trans America Real Estate Tax Service January 1997 - July 1997
Social Security Administration August 1975 - January 1997
Town of Spencer MA November 1976 - August 1982
Education
Quinsigamond Community College 2001 — 2002
Medical Office Assistant
The Computer Learning Institute
Certificate in Computer Programming, 11 courses- Basic, Assembly, Cobol
Clark University 1978 — 1981
MPA Masters in Public Administration
College of the Holy Cross 1968 — 1972
BA, Major- Spanish. Minors- Philosophy, Education
Institute of European Studies (IES) 1970 — 1971
1 Year Abroad in Madrid, Spain
Fordham Preparatory School 1964 — 1968
High School, Diploma, Humanities
Allmerica Financial September 2002 - October 2002
Meloche Attorneys July 2002 - August 2002
UMass Memorial Medical Center April 2002 - May 2002
UMass Memorial Medical Center February 2001 - October 2001
UMass Memorial Medical Center April 2000 - January 2001
Premier Insurance, Worcester MA January 2000 - February 2000
Cravath, Swaine & Moore LLP December 1997 - January 1998
Trans America Real Estate Tax Service January 1997 - July 1997
Social Security Administration August 1975 - January 1997
Town of Spencer MA November 1976 - August 1982
Education
Quinsigamond Community College 2001 — 2002
Medical Office Assistant
The Computer Learning Institute
Certificate in Computer Programming, 11 courses- Basic, Assembly, Cobol
Clark University 1978 — 1981
MPA Masters in Public Administration
College of the Holy Cross 1968 — 1972
BA, Major- Spanish. Minors- Philosophy, Education
Institute of European Studies (IES) 1970 — 1971
1 Year Abroad in Madrid, Spain
Fordham Preparatory School 1964 — 1968
High School, Diploma, Humanities
jim stone jim stone's Allmerica Financial Experience November 1993 - April 1995
Job Principal Software Engineer at EMC
Industry Information Services
Experience
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
EMC March 2015 - Present
Eliassen at Fidelity Investments October 2014 - March 2015
EMC October 2011 - October 2014
Fidelity Investments - Veritude May 2011 - October 2011
EMC February 2010 - May 2011
PNC Global Investment Servicing April 2008 - February 2010
Amica July 2007 - April 2008
Fidelity Investments August 1997 - July 2007
CVS Pharmacy April 1995 - August 1997
Allmerica Financial November 1993 - April 1995
Skills
Spring, Java Enterprise Edition, Agile Methodologies, Java, Scrum, Web Services, SDLC, Oracle, Tomcat, Servlets, Web Applications, EJB, Websphere, Enterprise Architecture, REST, JMS, Spring Framework, Software Engineering, Software Development, Spring Batch, Linux, PL/SQL, Spring Integration, Objective-C, J2EE, JBOSS 7, EJB 3.1, Bash, Voice Response Unit, VRU, Spring Boot, RabbitMQ
Education
Bryant University 1982 — 1986
Bachelor of Science, Computer Information Systems
Blackstone-Millville Regional High School 1972 — 1982
Sharon Gaudreau Sharon Gaudreau's Allmerica Financial Experience 1997 - 1998
Job Director of Admissions and Marketing at The Williams School
Industry Primary/Secondary Education
Experience
The Williams School July 2014 - Present
Pomfret School August 2009 - July 2014
Pomfret School 2004 - 2009
Pomfret School 2000 - 2004
Day Kimball Hospital 1998 - 2000
Allmerica Financial 1997 - 1998
Paul Revere Insurance Group 1982 - 1997
Skills
Marketing Communications, Independent School..., Financial Services..., Event Management, Corporate Events, Public Relations, Publications, Public Speaking, Publicity, Online Publishing, Strategic Planning, Marketing Strategy, Admissions, Alumni Relations, Fundraising, Event Planning
Education
Becker College
Bachelor's Degree, Business Administration/Marketing
The Williams School July 2014 - Present
Pomfret School August 2009 - July 2014
Pomfret School 2004 - 2009
Pomfret School 2000 - 2004
Day Kimball Hospital 1998 - 2000
Allmerica Financial 1997 - 1998
Paul Revere Insurance Group 1982 - 1997
Skills
Marketing Communications, Independent School..., Financial Services..., Event Management, Corporate Events, Public Relations, Publications, Public Speaking, Publicity, Online Publishing, Strategic Planning, Marketing Strategy, Admissions, Alumni Relations, Fundraising, Event Planning
Education
Becker College
Bachelor's Degree, Business Administration/Marketing
Albert Stiles Albert Stiles's Allmerica Financial Experience February 2003 - April 2004
Job CPA, Business Systems
Industry Information Technology and Services
Experience
Home March 2014 - Present
Bank of America November 2006 - February 2014
Scottish Re February 2004 - May 2005
Allmerica Financial February 2003 - April 2004
Deloitte & Touche January 1996 - May 2001
Electrical Construction and Real Estate Management 1989 - 1995
Square D Company January 1986 - December 1989
Skills
Business Intelligence, Microsoft SQL Server, Access, Databases, Essbase, Analysis, Management, Business Analysis, Data Warehousing, SDLC, Process Improvement, Business Process...
Education
Drexel University - College of Business and Administration 1995 — 1997
MBA, Accounting, 3.98
Bucknell University 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Home March 2014 - Present
Bank of America November 2006 - February 2014
Scottish Re February 2004 - May 2005
Allmerica Financial February 2003 - April 2004
Deloitte & Touche January 1996 - May 2001
Electrical Construction and Real Estate Management 1989 - 1995
Square D Company January 1986 - December 1989
Skills
Business Intelligence, Microsoft SQL Server, Access, Databases, Essbase, Analysis, Management, Business Analysis, Data Warehousing, SDLC, Process Improvement, Business Process...
Education
Drexel University - College of Business and Administration 1995 — 1997
MBA, Accounting, 3.98
Bucknell University 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Tova Garcia Duby's Allmerica Financial Experience 1998 - 2000
Job Senior Manager, IT Operations, Application Management Team at Babson College
Industry Information Technology and Services
Experience
Babson College January 2014 - Present
Babson College August 2011 - December 2013
Babson College 2008 - July 2011
Babson College 2003 - 2008
Babson College 2001 - 2003
John Hancock 2000 - 2001
Allmerica Financial 1998 - 2000
Allmerica Financial 1996 - 1998
Skills
Higher Education, E-Learning, Program Implementation, Instructional Design, Consulting, Leadership, Project Management, Change Management, Program Management, Blended Learning, Curriculum Design, Training, Learning Management..., Management, Public Speaking, Strategic Planning, Research
Education
Clark University 1993 — 1995
MBA, Business Administration
Bentley University 1989 — 1993
BS, Business Communications
Babson College January 2014 - Present
Babson College August 2011 - December 2013
Babson College 2008 - July 2011
Babson College 2003 - 2008
Babson College 2001 - 2003
John Hancock 2000 - 2001
Allmerica Financial 1998 - 2000
Allmerica Financial 1996 - 1998
Skills
Higher Education, E-Learning, Program Implementation, Instructional Design, Consulting, Leadership, Project Management, Change Management, Program Management, Blended Learning, Curriculum Design, Training, Learning Management..., Management, Public Speaking, Strategic Planning, Research
Education
Clark University 1993 — 1995
MBA, Business Administration
Bentley University 1989 — 1993
BS, Business Communications
Michael Piessens's Allmerica Financial Experience May 1997 - May 2000
Job Partner at MFA Moody, Famiglietti & Andronico, LLP
Industry Accounting
Experience
MFA - Moody, Famiglietti & Andronico, LLP October 2007 - Present
Chase Paymentech December 2001 - September 2007
Meadowbrook Insurance Group May 2000 - December 2001
Allmerica Financial May 1997 - May 2000
Meadowbrook Insurance Group July 1995 - May 1997
Ernst & Young August 1992 - July 1995
Skills
Financial Reporting, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, GAAP, Revenue Recognition, CPA, Managerial Finance, Financial Analysis, Internal Audit, Tax, IFRS, IPO, Mergers & Acquisitions
Education
Babson College 1988 — 1992
Bachelors of Science, Accounting
Sky Rappers Toastmasters Club 9614-31 2009 — 2010
No Degree, Public Speaking Club
Dale Carnegie Training 2008 — 2008
High Impact Presentations Course, Public Speaking Training
Methuen 1987 — 1988
MFA - Moody, Famiglietti & Andronico, LLP October 2007 - Present
Chase Paymentech December 2001 - September 2007
Meadowbrook Insurance Group May 2000 - December 2001
Allmerica Financial May 1997 - May 2000
Meadowbrook Insurance Group July 1995 - May 1997
Ernst & Young August 1992 - July 1995
Skills
Financial Reporting, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, GAAP, Revenue Recognition, CPA, Managerial Finance, Financial Analysis, Internal Audit, Tax, IFRS, IPO, Mergers & Acquisitions
Education
Babson College 1988 — 1992
Bachelors of Science, Accounting
Sky Rappers Toastmasters Club 9614-31 2009 — 2010
No Degree, Public Speaking Club
Dale Carnegie Training 2008 — 2008
High Impact Presentations Course, Public Speaking Training
Methuen 1987 — 1988
Diane Goldberg's Allmerica Financial Experience April 1996 - April 1999
Job VP at Fidelity Investments
Industry Outsourcing/Offshoring
Experience
Fidelity Investments August 2008 - Present
Fidelity Investments April 2006 - August 2008
Fidelity Investments April 1999 - April 2006
Allmerica Financial April 1996 - April 1999
Allmerica Financial April 1993 - April 1996
Skills
Defined Benefit, Employee Benefits, Pensions, Defined Contribution, Retirement Planning, Product Management, Risk Management, Outsourcing, Project Management, Requirements Gathering, Process Improvement, Negotiation, SDLC, Equities, PMP, PMO, Vendor Management, Program Management, Cross-functional Team...
Education
Boston University 1980 — 1984
BA, Mathematics
Fidelity Investments August 2008 - Present
Fidelity Investments April 2006 - August 2008
Fidelity Investments April 1999 - April 2006
Allmerica Financial April 1996 - April 1999
Allmerica Financial April 1993 - April 1996
Skills
Defined Benefit, Employee Benefits, Pensions, Defined Contribution, Retirement Planning, Product Management, Risk Management, Outsourcing, Project Management, Requirements Gathering, Process Improvement, Negotiation, SDLC, Equities, PMP, PMO, Vendor Management, Program Management, Cross-functional Team...
Education
Boston University 1980 — 1984
BA, Mathematics
Maya Townsend Maya Townsend's Allmerica Financial Experience 2001 - 2004
Job Helping Individuals, Teams, & Companies Thrive in Our Networked World.
Industry Management Consulting
Experience
Partnering Resources January 2005 - Present
Organization Development Network 2007 - Present
Inc. Magazine January 2014 - February 2015
American Management Association January 2014 - December 2014
Corporate Education Group 2001 - 2014
NTL Institute for Applied Behavioral Science 2002 - 2013
Future of Work Enabled May 2012 - November 2012
The Hanover Insurance Group 2004 - 2005
Allmerica Financial 2001 - 2004
Mirant (Acquired part of Pepco) 2000 - 2001
Skills
Strategic Planning, Network Analysis, Employee Engagement, Culture Change, Organizational..., Organizational Design, Organizational..., Organizational Learning, Business Alignment, Change Management, Process Improvement, Management Consulting, Team Building, Public Speaking, Organizational Needs..., Social Capital, Social Innovation, Innovation Consulting, Simplifying the Complex, Coaching, Project Planning, Leadership, Talent Management, Management, Training, Project Management, Leadership Development, Cross-functional Team..., Strategy, Program Management, Circuit Analysis, Executive Coaching, Social Networking, Performance Management, Workshop Facilitation, Management Development, Facilitators, Analysis, Staff Development
Education
American University 1999 — 2001
MS
Georgetown University 1996 — 1996
Certificate
Oberlin College 1990 — 1994
AB
Partnering Resources January 2005 - Present
Organization Development Network 2007 - Present
Inc. Magazine January 2014 - February 2015
American Management Association January 2014 - December 2014
Corporate Education Group 2001 - 2014
NTL Institute for Applied Behavioral Science 2002 - 2013
Future of Work Enabled May 2012 - November 2012
The Hanover Insurance Group 2004 - 2005
Allmerica Financial 2001 - 2004
Mirant (Acquired part of Pepco) 2000 - 2001
Skills
Strategic Planning, Network Analysis, Employee Engagement, Culture Change, Organizational..., Organizational Design, Organizational..., Organizational Learning, Business Alignment, Change Management, Process Improvement, Management Consulting, Team Building, Public Speaking, Organizational Needs..., Social Capital, Social Innovation, Innovation Consulting, Simplifying the Complex, Coaching, Project Planning, Leadership, Talent Management, Management, Training, Project Management, Leadership Development, Cross-functional Team..., Strategy, Program Management, Circuit Analysis, Executive Coaching, Social Networking, Performance Management, Workshop Facilitation, Management Development, Facilitators, Analysis, Staff Development
Education
American University 1999 — 2001
MS
Georgetown University 1996 — 1996
Certificate
Oberlin College 1990 — 1994
AB
Phil Benvenuti, CIA, CFE, MBA's Allmerica Financial Experience 1995 - 2003
Job Sr. Director of Internal Audit at Pegasystems, Inc.
Industry Accounting
Experience
Pegasystems, Inc. October 2014 - Present
Assumption College January 2013 - Present
Stowe & Degon LLC May 2013 - October 2014
Fallon Community Health Plan October 2007 - May 2013
Association of Certified Fraud Examiners - Rhode Island Chapter August 2009 - July 2012
Hanover Insurance Company September 2006 - October 2007
Sansiveri, Kimball & McNamee, LLP March 2003 - August 2006
Hanover Insurance Company/Allmerica Financial December 1995 - March 2003
Hanover Insurance Company/Allmerica 1995 - 2003
Allmerica Financial 1995 - 2003
Skills
Implementation and..., Corporate Fraud..., Testifying in civil and..., Internal Audit, Forensic Accounting, Litigation Support, Leadership, Finance, Management, Business Process, Training, Insurance, Investigation, Claim, COSO, Accounting, Financial Reporting, Process Improvement, Management Consulting, Testimony, Certified Fraud Examiner, Business Continuity, Civil Litigation, Strategic Financial..., Business Analysis, Account Reconciliation, Risk Management, Data Analysis, Financial Risk, Financial Analysis, Medicare, Model Audit Rule, General Ledger, Analysis, Criminal Investigations, Business Process...
Education
Assumption College 2007 — 2012
Master of Business Administration (MBA), Concentration: Management, 4.0
Assumption College 1986 — 1990
BA, Accounting and Communications
Auburn High 1982 — 1986
General college prep.
Pegasystems, Inc. October 2014 - Present
Assumption College January 2013 - Present
Stowe & Degon LLC May 2013 - October 2014
Fallon Community Health Plan October 2007 - May 2013
Association of Certified Fraud Examiners - Rhode Island Chapter August 2009 - July 2012
Hanover Insurance Company September 2006 - October 2007
Sansiveri, Kimball & McNamee, LLP March 2003 - August 2006
Hanover Insurance Company/Allmerica Financial December 1995 - March 2003
Hanover Insurance Company/Allmerica 1995 - 2003
Allmerica Financial 1995 - 2003
Skills
Implementation and..., Corporate Fraud..., Testifying in civil and..., Internal Audit, Forensic Accounting, Litigation Support, Leadership, Finance, Management, Business Process, Training, Insurance, Investigation, Claim, COSO, Accounting, Financial Reporting, Process Improvement, Management Consulting, Testimony, Certified Fraud Examiner, Business Continuity, Civil Litigation, Strategic Financial..., Business Analysis, Account Reconciliation, Risk Management, Data Analysis, Financial Risk, Financial Analysis, Medicare, Model Audit Rule, General Ledger, Analysis, Criminal Investigations, Business Process...
Education
Assumption College 2007 — 2012
Master of Business Administration (MBA), Concentration: Management, 4.0
Assumption College 1986 — 1990
BA, Accounting and Communications
Auburn High 1982 — 1986
General college prep.
Lia Iwankiw, PMP Lia Iwankiw, PMP's Allmerica Financial Experience 1996 - 1999
Job Project Manager Professional at Fidelity Investments
Industry Financial Services
Experience
Veritude September 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Veritude April 2002 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2001
Allmerica Financial 1996 - 1999
Allmerica Finacial 1993 - 1996
Allmerica Financial 1992 - 1993
Skills
Team Leadership, Problem Solving, Systems Analysis, Programming, SharePoint, Microsoft Office, Project Management, Requirements Gathering, Sybase, Business Analysis, PMP, Six Sigma, PMO, Visio, SDLC, Business Process..., Databases, Business Requirements, Software Project..., Access, Analysis, Software Development, Management
Education
Bentley College
Defined Benefits Pension Basics
Business Skills Training
Nichols College
BS Business Administration, Management Information Systems
Technical Training
Veritude September 2012 - Present
Fidelity Investments 2006 - December 2011
Fidelity Investments 2005 - 2006
Fidelity Investments 2003 - 2005
Veritude April 2002 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2001
Allmerica Financial 1996 - 1999
Allmerica Finacial 1993 - 1996
Allmerica Financial 1992 - 1993
Skills
Team Leadership, Problem Solving, Systems Analysis, Programming, SharePoint, Microsoft Office, Project Management, Requirements Gathering, Sybase, Business Analysis, PMP, Six Sigma, PMO, Visio, SDLC, Business Process..., Databases, Business Requirements, Software Project..., Access, Analysis, Software Development, Management
Education
Bentley College
Defined Benefits Pension Basics
Business Skills Training
Nichols College
BS Business Administration, Management Information Systems
Technical Training
Susan Rich's Allmerica Financial Experience 1994 - 1998
Job REALTOR at Keller Williams Real Estate
Industry Real Estate
Experience
Keller Williams Real Estate February 2015 - Present
Carlson Communications August 1999 - December 2005
Allmerica Financial 1994 - 1998
Skills
Sellers, Home, Real Estate, Residential, First Time Home Buyers, commercial properties, Residential Homes, New Homes, New Home Sales, Referrals, Vacation Homes, Commercial Real Estate, Relocation, Short Sales, Single Family Homes, Property, Move Up Buyers, Real Property, Condos, Foreclosures, Buyer Representation, Investment Properties, Waterfront, Listings, ABR, Real Estate Transactions, Townhomes, Home Staging, Luxury, Relocation Buyers, REO, Seniors, Buyers
Education
Assumption College
BS, Communications
Keller Williams Real Estate February 2015 - Present
Carlson Communications August 1999 - December 2005
Allmerica Financial 1994 - 1998
Skills
Sellers, Home, Real Estate, Residential, First Time Home Buyers, commercial properties, Residential Homes, New Homes, New Home Sales, Referrals, Vacation Homes, Commercial Real Estate, Relocation, Short Sales, Single Family Homes, Property, Move Up Buyers, Real Property, Condos, Foreclosures, Buyer Representation, Investment Properties, Waterfront, Listings, ABR, Real Estate Transactions, Townhomes, Home Staging, Luxury, Relocation Buyers, REO, Seniors, Buyers
Education
Assumption College
BS, Communications
Jeffrey Bierer Jeffrey Bierer's Allmerica Financial Experience 1993 - 1995
Job President at Bierer Research Group
Industry Market Research
Experience
Bierer Research Group November 2004 - Present
Temple Beth El Brotherhood 2013 - 2015
FCJC 2007 - 2013
Bank of America 2006 - 2011
Euronet Worldwide 2004 - 2006
NationsBank 1995 - 2004
Allmerica Financial 1993 - 1995
Litle & Co. 1992 - 1993
Bank of Boston 1986 - 1992
Stage One Marketing Research 1984 - 1986
Skills
Product Development, Usability Testing, Concept Generation, Market Research, Customer Retention, Customer Satisfaction, Customer Insight, Segmentation, Customer Loyalty, Customer Experience, B2B, B2C, Product Strategy, Marketing Strategy, Online Research, Product Innovation, Brand Loyalty, Product Management, Competitive Analysis, Integrated Marketing, Competitive Intelligence, Marketing Research, Sales, Market Analysis, Brand Development, Marketing, Strategy, Business Development, Strategic Partnerships, Market Planning, Strategic Planning, CRM, Management, Advertising, Forecasting, Analysis, Leadership, Analytics, Program Management, Customer Acquisition, Executive Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Strategic Marketing
University of Maryland College Park
BS, Political Science & Communications
Bierer Research Group November 2004 - Present
Temple Beth El Brotherhood 2013 - 2015
FCJC 2007 - 2013
Bank of America 2006 - 2011
Euronet Worldwide 2004 - 2006
NationsBank 1995 - 2004
Allmerica Financial 1993 - 1995
Litle & Co. 1992 - 1993
Bank of Boston 1986 - 1992
Stage One Marketing Research 1984 - 1986
Skills
Product Development, Usability Testing, Concept Generation, Market Research, Customer Retention, Customer Satisfaction, Customer Insight, Segmentation, Customer Loyalty, Customer Experience, B2B, B2C, Product Strategy, Marketing Strategy, Online Research, Product Innovation, Brand Loyalty, Product Management, Competitive Analysis, Integrated Marketing, Competitive Intelligence, Marketing Research, Sales, Market Analysis, Brand Development, Marketing, Strategy, Business Development, Strategic Partnerships, Market Planning, Strategic Planning, CRM, Management, Advertising, Forecasting, Analysis, Leadership, Analytics, Program Management, Customer Acquisition, Executive Management, Financial Services
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Strategic Marketing
University of Maryland College Park
BS, Political Science & Communications
Tom Hardy's Allmerica Financial Experience May 1993 - August 2005
Job VP& Chief Risk Officer, Insurance Genworth Financial
Industry Insurance
Experience
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Genworth Financial September 2005 - Present
Allmerica Financial May 1993 - August 2005
The MONY Group March 1985 - May 1993
John Hancock Life Insurance Company (U.S.A.) July 1976 - March 1985
Skills
Life Insurance, Financial Risk, Financial Modeling, Actuarial Science, Underwriting, Reinsurance, Enterprise Risk..., Long Term Care Insurance, Investments, Insurance, Risk Management, Fixed Annuities, Financial Analysis, Business Analysis, Management
Education
Binghamton University 1972 — 1976
BS, Math and Computer Science
John Jay High School 1968 — 1972
Rick Petrucci Rick Petrucci's Allmerica Financial Experience 1999 - 2003
Job Agency Director at Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2007 - Present
Tillinghast Licht LLP 2003 - 2007
Allmerica Financial 1999 - 2003
Visconti & Boren, Ltd. 1995 - 1999
Arthur Andersen LLP 1993 - 1995
Rhode Island Supreme Court 1991 - 1993
Skills
Estate Planning
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
J.D., Tax Law & Business Law
Bryant University 1984 — 1988
B.S. in B.A., Accounting & Finance
Bishop Hendricken High School 1980 — 1984
Baystate Financial January 2007 - Present
Tillinghast Licht LLP 2003 - 2007
Allmerica Financial 1999 - 2003
Visconti & Boren, Ltd. 1995 - 1999
Arthur Andersen LLP 1993 - 1995
Rhode Island Supreme Court 1991 - 1993
Skills
Estate Planning
Education
Maurice A. Deane School of Law at Hofstra University 1988 — 1991
J.D., Tax Law & Business Law
Bryant University 1984 — 1988
B.S. in B.A., Accounting & Finance
Bishop Hendricken High School 1980 — 1984
roberta adams roberta adams's Allmerica Financial Experience August 1998 - August 2000
Job Consultant at BravoTECH
Industry Information Technology and Services
Experience
BravoTECH December 2014 - July 2015
US Government January 2011 - November 2014
SQA August 2009 - January 2010
mass mutual April 2009 - December 2009
SQA April 2009 - August 2009
Sunlife Financial August 2000 - July 2008
sunlife financial 2000 - July 2008
Allmerica Financial August 1998 - August 2000
Paul Revere Insurance January 1985 - August 1995
Skills
InfoPath, GAMP validation, Software Testing Life..., Life Insurance, Agile Testing, Manual Testing, Stand-up Comedy, SharePoint, Quality Assurance, Databases, Software Documentation, Management, Leadership
Education
University of Massachusetts Dartmouth 2013 — 2016
Bachelor’s Degree, Political Science and Government
Becker College 2003 — 2005
Nursing
Quinsigamond Community College 1990 — 1995
AS, Computer Science
Fanning School of Health and Technical Occupation 1984 — 1985
Medical Assistant, Medical Assistant
BravoTECH December 2014 - July 2015
US Government January 2011 - November 2014
SQA August 2009 - January 2010
mass mutual April 2009 - December 2009
SQA April 2009 - August 2009
Sunlife Financial August 2000 - July 2008
sunlife financial 2000 - July 2008
Allmerica Financial August 1998 - August 2000
Paul Revere Insurance January 1985 - August 1995
Skills
InfoPath, GAMP validation, Software Testing Life..., Life Insurance, Agile Testing, Manual Testing, Stand-up Comedy, SharePoint, Quality Assurance, Databases, Software Documentation, Management, Leadership
Education
University of Massachusetts Dartmouth 2013 — 2016
Bachelor’s Degree, Political Science and Government
Becker College 2003 — 2005
Nursing
Quinsigamond Community College 1990 — 1995
AS, Computer Science
Fanning School of Health and Technical Occupation 1984 — 1985
Medical Assistant, Medical Assistant
Cameron Hutt's Allmerica Financial Experience 1988 - 1993
Job Sr. Communications Consultant at The PFE Group
Industry Human Resources
Experience
The PFE Group November 2013 - Present
MassMutual Financial Group June 2010 - October 2013
Fidelity Investments August 2006 - February 2009
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Towers Perrin 1993 - 1997
Allmerica Financial 1988 - 1993
Allmerica Financial 1984 - 1988
Skills
Employee Benefits, Internal Communications, Regulatory..., Compliance, Pensions, 401k, Health and Wellness..., Annual Enrollment, Knowledge Management, Employee Engagement, Writing, Editing, Voice Over, Analytics, Benefits Administration, Project Planning
Education
Babson College 1980 — 1982
MBA, Investment Finance
Bentley University 1976 — 1980
BS, Business Communications
The PFE Group November 2013 - Present
MassMutual Financial Group June 2010 - October 2013
Fidelity Investments August 2006 - February 2009
Fidelity Investments 2002 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 2000
Towers Perrin 1993 - 1997
Allmerica Financial 1988 - 1993
Allmerica Financial 1984 - 1988
Skills
Employee Benefits, Internal Communications, Regulatory..., Compliance, Pensions, 401k, Health and Wellness..., Annual Enrollment, Knowledge Management, Employee Engagement, Writing, Editing, Voice Over, Analytics, Benefits Administration, Project Planning
Education
Babson College 1980 — 1982
MBA, Investment Finance
Bentley University 1976 — 1980
BS, Business Communications
Lori Heichel Lori Heichel's Allmerica Financial Experience January 1992 - May 2004
Job CPCU
Industry Insurance
Experience
Hanover Insurance 2004 - Present
Allmerica Financial January 1992 - May 2004
Skills
Requirements Gathering, Business Requirements, Insurance, SDLC, Systems Analysis, Business Analysis, User Acceptance Testing, Requirements Analysis, SharePoint, Visio, Functional..., Software Documentation, DB2, Data Analysis, Property & Casualty..., Data Warehousing, Mainframe, Quality Center, Business Process, Guidewire, HP Quality Center
Education
Alfred University 1979 — 1983
BA, Psychology, Business Administration
Hanover Insurance 2004 - Present
Allmerica Financial January 1992 - May 2004
Skills
Requirements Gathering, Business Requirements, Insurance, SDLC, Systems Analysis, Business Analysis, User Acceptance Testing, Requirements Analysis, SharePoint, Visio, Functional..., Software Documentation, DB2, Data Analysis, Property & Casualty..., Data Warehousing, Mainframe, Quality Center, Business Process, Guidewire, HP Quality Center
Education
Alfred University 1979 — 1983
BA, Psychology, Business Administration
Blake Horton, CEBS's Allmerica Financial Experience May 1989 - June 1995
Job VP Retirement Programs Manager at Comerica
Industry Banking
Experience
Comerica April 2009 - Present
OneAmerica July 1995 - June 2008
OneAmerica (American United Life Insurance Company) 1995 - 2008
OneAmerica Financial Partners 1995 - 2008
Allmerica Financial May 1989 - June 1995
Motorists Insurance Group May 1978 - May 1989
Rockwell International Employees Federal Credit Union June 1972 - May 1978
Skills
Employee Benefits, Defined Benefit, Retirement, Insurance, Retirement Planning, Financial Services, Pensions, Leadership, CRM, Management, Relationship Management, Outsourcing, Project Management, 401k, Call Centers, Fixed Annuities, Mutual Funds, Risk Management, Process Improvement
Education
Bowling Green State University 1970 — 1974
BS Education, History & Journalism
Comerica April 2009 - Present
OneAmerica July 1995 - June 2008
OneAmerica (American United Life Insurance Company) 1995 - 2008
OneAmerica Financial Partners 1995 - 2008
Allmerica Financial May 1989 - June 1995
Motorists Insurance Group May 1978 - May 1989
Rockwell International Employees Federal Credit Union June 1972 - May 1978
Skills
Employee Benefits, Defined Benefit, Retirement, Insurance, Retirement Planning, Financial Services, Pensions, Leadership, CRM, Management, Relationship Management, Outsourcing, Project Management, 401k, Call Centers, Fixed Annuities, Mutual Funds, Risk Management, Process Improvement
Education
Bowling Green State University 1970 — 1974
BS Education, History & Journalism
Julia LeBrun's Allmerica Financial Experience June 1995 - September 2000
Job Account Executive at Fallon Health
Industry Insurance
Experience
Fallon Health September 2000 - Present
Allmerica Financial June 1995 - September 2000
Allmerica Financial March 1993 - June 1995
Skills
Employee Benefits, Managed Care, Insurance, Health Insurance, Account Management, Claim, Brokers, Cold Calling, Disability Insurance, Underwriting, Medicare, Benefits Administration
Education
Bentley University 1986 — 1990
Bachelor of Science, Finance
Fallon Health September 2000 - Present
Allmerica Financial June 1995 - September 2000
Allmerica Financial March 1993 - June 1995
Skills
Employee Benefits, Managed Care, Insurance, Health Insurance, Account Management, Claim, Brokers, Cold Calling, Disability Insurance, Underwriting, Medicare, Benefits Administration
Education
Bentley University 1986 — 1990
Bachelor of Science, Finance
Bill Hicks Bill Hicks's Allmerica Financial Experience 1998 - 2001
Job Divisional Vice President at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
The Hartford January 2012 - December 2012
Verisight June 2011 - December 2011
The Retirement Advisor University (TRAU) January 2011 - June 2011
Oculus Partners January 2011 - June 2011
Franklin Consulting Group November 2009 - June 2011
JOHN HANCOCK RETIREMENT PLAN SERVICES (formerly Manulife Financial) March 2001 - November 2009
Manulife Financial 2001 - 2004
Allmerica Financial 1998 - 2001
Allmerica Financial January 1998 - January 2000
Skills
Strategy, Retirement Planning, Mutual Funds, Start-ups, Wealth Management, Investments, CRM, Strategic Financial..., Business Strategy, Retirement, 401k, SaaS, Insurance, Sales Management, Account Management, Leadership, Asset Managment, Employee Benefits, Fixed Annuities, Marketing, Financial Advisory, Pensions, Financial Services, Retirement Plan..., Mergers & Acquisitions, Relationship Management, Management, Selling, Business Planning, Series 63, Series 7, Finance, Asset Allocation, Business Development, Financial Planning, Sales
Education
Emory University - Goizueta Business School 2008 — 2010
MBA 2010, Business
University of Pennsylvania 1995 — 1995
Investment Institute- Wharton School of Business
Boston University 1990 — 1992
Financial Planning
University of Denver 1979 — 1981
BSBA, Hotel & Restaurant Management
Boston University 1975 — 1977
Liberal Arts
MassMutual Financial Group January 2013 - Present
The Hartford January 2012 - December 2012
Verisight June 2011 - December 2011
The Retirement Advisor University (TRAU) January 2011 - June 2011
Oculus Partners January 2011 - June 2011
Franklin Consulting Group November 2009 - June 2011
JOHN HANCOCK RETIREMENT PLAN SERVICES (formerly Manulife Financial) March 2001 - November 2009
Manulife Financial 2001 - 2004
Allmerica Financial 1998 - 2001
Allmerica Financial January 1998 - January 2000
Skills
Strategy, Retirement Planning, Mutual Funds, Start-ups, Wealth Management, Investments, CRM, Strategic Financial..., Business Strategy, Retirement, 401k, SaaS, Insurance, Sales Management, Account Management, Leadership, Asset Managment, Employee Benefits, Fixed Annuities, Marketing, Financial Advisory, Pensions, Financial Services, Retirement Plan..., Mergers & Acquisitions, Relationship Management, Management, Selling, Business Planning, Series 63, Series 7, Finance, Asset Allocation, Business Development, Financial Planning, Sales
Education
Emory University - Goizueta Business School 2008 — 2010
MBA 2010, Business
University of Pennsylvania 1995 — 1995
Investment Institute- Wharton School of Business
Boston University 1990 — 1992
Financial Planning
University of Denver 1979 — 1981
BSBA, Hotel & Restaurant Management
Boston University 1975 — 1977
Liberal Arts
Christopher P. Sullivan's Allmerica Financial Experience 1993 - 1998
Job Sales Engineer at Frank I Rounds Co.
Industry Mechanical or Industrial Engineering
Experience
Frank I. Rounds Company May 2001 - Present
Town of North Attleborough 2004 - Present
Dreyfus Retirement Services 1998 - 2001
Allmerica Financial 1993 - 1998
Skills
Heating, Boilers, Steam, Manufacturing, District Heating, Energy Management, Energy Efficiency, HVAC Controls, HVAC, Energy Conservation, Energy Audits, Sales, New Business Development, Air Conditioning, Facilities Management, Purchasing, Hydronic, Heating,, Hydronic Heating Systems, Energy Saving Controls, Project Management, Sales Presentations, Rental Boilers, Cooling Water, Refrigeration
Education
Bridgewater State University 1976 — 1980
Bachelor of Arts, Political Science and Government
Frank I. Rounds Company May 2001 - Present
Town of North Attleborough 2004 - Present
Dreyfus Retirement Services 1998 - 2001
Allmerica Financial 1993 - 1998
Skills
Heating, Boilers, Steam, Manufacturing, District Heating, Energy Management, Energy Efficiency, HVAC Controls, HVAC, Energy Conservation, Energy Audits, Sales, New Business Development, Air Conditioning, Facilities Management, Purchasing, Hydronic, Heating,, Hydronic Heating Systems, Energy Saving Controls, Project Management, Sales Presentations, Rental Boilers, Cooling Water, Refrigeration
Education
Bridgewater State University 1976 — 1980
Bachelor of Arts, Political Science and Government
Robert Taupier's Allmerica Financial Experience 1996 - 1997
Job Manager of Financial Planning & Analysis
Industry Education Management
Experience
University of Massachusetts April 2008 - Present
The Hanover Insurance Group 2005 - 2008
The Hanover Insurance Group 2003 - 2005
The Hanover Insurance Group 2000 - 2003
Simplex Time Recorder 1997 - 2000
Allmerica Financial 1996 - 1997
Paul Revere Insurance Group 1993 - 1996
Rich's Department Stores 1992 - 1993
Skills
Financial Analysis, Accounting, Budget, Cost Benefit, Management, Forecasting, Financial Reporting, Vendor Management, Business Analysis, Budgets, Analysis, Project Management, Cross-functional Team..., Finance, Strategic Financial..., Business Planning, Strategic Planning, Leadership, Process Improvement, Cost Accounting, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MSF, Finance
Fitchburg State University 1988 — 1992
BSBA, Accounting
University of Massachusetts April 2008 - Present
The Hanover Insurance Group 2005 - 2008
The Hanover Insurance Group 2003 - 2005
The Hanover Insurance Group 2000 - 2003
Simplex Time Recorder 1997 - 2000
Allmerica Financial 1996 - 1997
Paul Revere Insurance Group 1993 - 1996
Rich's Department Stores 1992 - 1993
Skills
Financial Analysis, Accounting, Budget, Cost Benefit, Management, Forecasting, Financial Reporting, Vendor Management, Business Analysis, Budgets, Analysis, Project Management, Cross-functional Team..., Finance, Strategic Financial..., Business Planning, Strategic Planning, Leadership, Process Improvement, Cost Accounting, Financial Modeling, Mergers & Acquisitions, Sarbanes-Oxley Act, Access
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MSF, Finance
Fitchburg State University 1988 — 1992
BSBA, Accounting
Darren Parent Darren Parent's Allmerica Financial Experience 1997 - 2003
Job Strategy & Project Director, Sales Operations at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Lincoln Financial Distributors July 2015 - Present
National Life Group January 2015 - July 2015
Phoenix Life Insurance Company January 2010 - October 2014
Legacy Financial Group, LLC / MassMutual December 2008 - January 2010
Prudential Financial January 2008 - November 2008
MML Investors, Inc June 2003 - September 2007
Commonwealth Financial Network 2003 - 2004
Allmerica Financial 1997 - 2003
Skills
Series 7, Series 24, Series 63, Relationship Management, Project Management, Investments, Asset Managment, Financial Services, Life Insurance, Asset Management, Management, Fixed Annuities, Leadership, Insurance, Mutual Funds, Retirement Planning, Retirement, Finance, Strategy, Process Improvement, Securities, Risk Management, Financial Planning, Brokerage, Suitability, Operations Management, Sales, Sales Operations
Education
Nichols College 2003 — 2005
MBA, Business
Becker College 2002 — 2003
BSBA, Management
University of Connecticut 1986 — 1989
Electrical Engineering
Cynthia Michael-Wolpert's Allmerica Financial Experience November 1993 - August 2003
Job Director, Talent Management Lead at Fidelity Investments
Industry Insurance
Experience
Fidelity Investments August 2012 - Present
Fidelity Investments June 2011 - August 2012
Hanover Insurance August 2008 - March 2011
The Hanover Insurance Group March 2004 - August 2008
The Hanover Insurance Group August 2003 - March 2004
Allmerica Financial November 1993 - August 2003
Liberty Mutual June 1990 - November 1993
Skills
Process Improvement, Leadership Development, Talent Management, Program Management, Organizational..., Training, Leadership, Coaching, Onboarding, Performance Management, Succession Planning, Human Resources, Employee Training, Executive Coaching, Career Development, Management Development, Budgets, Educational Leadership, Instructional Design, Operations Management, Project Management, Strategy, Talent Acquisition
Education
Clark University 1986 — 1990
Schreiber 1983 — 1986
HS
Fidelity Investments August 2012 - Present
Fidelity Investments June 2011 - August 2012
Hanover Insurance August 2008 - March 2011
The Hanover Insurance Group March 2004 - August 2008
The Hanover Insurance Group August 2003 - March 2004
Allmerica Financial November 1993 - August 2003
Liberty Mutual June 1990 - November 1993
Skills
Process Improvement, Leadership Development, Talent Management, Program Management, Organizational..., Training, Leadership, Coaching, Onboarding, Performance Management, Succession Planning, Human Resources, Employee Training, Executive Coaching, Career Development, Management Development, Budgets, Educational Leadership, Instructional Design, Operations Management, Project Management, Strategy, Talent Acquisition
Education
Clark University 1986 — 1990
Schreiber 1983 — 1986
HS
Scott Siderman Scott Siderman's Allmerica Financial Experience 1992 - 1998
Job Management Consultant at StrongBridge Consulting
Industry Management Consulting
Experience
Strong-Bridge Consulting 2015 - Present
CHI Franciscan Health 2012 - 2015
Ceptara Corporation 2009 - 2012
Resource Management Solutions 2007 - 2009
Microsoft 2006 - 2007
Advocates for Human Potential 2000 - 2006
Corporate Renaissance 1998 - 2000
Allmerica Financial 1992 - 1998
Skills
Process Improvement, Cross-functional Team..., Change Management, Six Sigma, Training, Strategy, Business Process, Operational Excellence, Business Process..., Leadership, Quality Management, Performance Improvement, Organizational Design, Business Transformation, Management Consulting, Business Process Mapping, Process Engineering, Performance Measurement, Customer Focus, Culture Change, Team Management, Voice of the Customer, Metrics, Process Mapping, Balanced Scorecard, Change Leadership, Organizational Change, Business Process Design, Continuous Improvement, Organizational..., Organizational..., Strategy Mapping, Hoshin Kanri, Business Process..., Process Redesign, Lean Six Sigma, Kaizen, Customer Satisfaction, Workout
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA
Tufts University 1977 — 1981
BS
Pascack Hills 1973 — 1977
Strong-Bridge Consulting 2015 - Present
CHI Franciscan Health 2012 - 2015
Ceptara Corporation 2009 - 2012
Resource Management Solutions 2007 - 2009
Microsoft 2006 - 2007
Advocates for Human Potential 2000 - 2006
Corporate Renaissance 1998 - 2000
Allmerica Financial 1992 - 1998
Skills
Process Improvement, Cross-functional Team..., Change Management, Six Sigma, Training, Strategy, Business Process, Operational Excellence, Business Process..., Leadership, Quality Management, Performance Improvement, Organizational Design, Business Transformation, Management Consulting, Business Process Mapping, Process Engineering, Performance Measurement, Customer Focus, Culture Change, Team Management, Voice of the Customer, Metrics, Process Mapping, Balanced Scorecard, Change Leadership, Organizational Change, Business Process Design, Continuous Improvement, Organizational..., Organizational..., Strategy Mapping, Hoshin Kanri, Business Process..., Process Redesign, Lean Six Sigma, Kaizen, Customer Satisfaction, Workout
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA
Tufts University 1977 — 1981
BS
Pascack Hills 1973 — 1977
Ned Petersen Ned Petersen's Allmerica Financial Experience 2001 - 2004
Job Marketing Specialist at Kemper Specialty
Industry Insurance
Experience
Kemper Specialty 2013 - Present
Firemans Fund Insurance Company 2004 - 2013
Allmerica Financial 2001 - 2004
Kemper Insurance 1996 - 2001
Transamerica 1985 - 1995
Kemper Insurance 1984 - 1985
Skills
Insurance, Sales Operations, New Business Development, Sales, Spanish, Team Building, Marketing, Process Improvement, Underwriting, Management, Property & Casualty..., Program Management, Leadership, General Insurance, Strategic Planning
Education
Brigham Young University 1978 — 1984
BS, Administrative Management
Kemper Specialty 2013 - Present
Firemans Fund Insurance Company 2004 - 2013
Allmerica Financial 2001 - 2004
Kemper Insurance 1996 - 2001
Transamerica 1985 - 1995
Kemper Insurance 1984 - 1985
Skills
Insurance, Sales Operations, New Business Development, Sales, Spanish, Team Building, Marketing, Process Improvement, Underwriting, Management, Property & Casualty..., Program Management, Leadership, General Insurance, Strategic Planning
Education
Brigham Young University 1978 — 1984
BS, Administrative Management
Frank Edsall III Frank Edsall III's Allmerica Financial Experience 2000 - 2001
Job Wealth Advisor Consultant @ Ridgeworth Investments
Industry Financial Services
Experience
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
RidgeWorth Investments October 2014 - Present
Natixis Global Asset Management February 2011 - April 2014
Genworth Financial January 2007 - January 2011
AIG SunAmerica Mutual Funds October 2004 - December 2006
UBS Financial Services November 2003 - October 2004
Allmerica Financial 2000 - 2001
Skills
Series 63, Mutual Funds, Series 6, Management, Retirement Planning, Insurance, Separately Managed..., Series 7, Marketing, Fixed Annuities
Education
National University 1997 — 1998
Education, Elementary Teaching Credential
California State University San Marcos
B.A., Liberal Studies
Stacy Woods, CWE Stacy Woods, CWE's Allmerica Financial Experience March 1997 - November 1998
Job Wine Columnist at Worcester Living
Industry Higher Education
Experience
New York Times - Worcester Living January 2013 - Present
Boston University May 2009 - Present
Atlas Distributing, Inc. January 2008 - December 2008
Allmerica Financial March 1997 - November 1998
State Street August 1996 - March 1997
State Street June 1994 - August 1996
Skills
Wine Tasting, Food & Beverage, Brand Development, Event Planning, Fixed Income, Food, Hospitality, Marketing, Marketing Strategy, Mutual Funds, Restaurants, Sales, Social Media, Social Media Marketing, Wine, Winemaking, Public Relations, French, Social Networking, Italian
Education
Society of Wine Educators 2007 — 2009
Certified Wine Educator, Wine
Boston University 2005 — 2007
Level 4 Wine Studies, Wine
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Boston Latin Academy 1984 — 1990
Classics and Classical Languages, Literatures, and Linguistics
New York Times - Worcester Living January 2013 - Present
Boston University May 2009 - Present
Atlas Distributing, Inc. January 2008 - December 2008
Allmerica Financial March 1997 - November 1998
State Street August 1996 - March 1997
State Street June 1994 - August 1996
Skills
Wine Tasting, Food & Beverage, Brand Development, Event Planning, Fixed Income, Food, Hospitality, Marketing, Marketing Strategy, Mutual Funds, Restaurants, Sales, Social Media, Social Media Marketing, Wine, Winemaking, Public Relations, French, Social Networking, Italian
Education
Society of Wine Educators 2007 — 2009
Certified Wine Educator, Wine
Boston University 2005 — 2007
Level 4 Wine Studies, Wine
College of the Holy Cross 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Boston Latin Academy 1984 — 1990
Classics and Classical Languages, Literatures, and Linguistics
Philip Torgersen Philip Torgersen's Allmerica Financial Experience April 1980 - October 1994
Job Software Engineer at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 1995 - Present
Torgersen Consulting Services, Inc. October 1994 - January 1999
Shareholder Services Group October 1994 - July 1995
Allmerica Financial April 1980 - October 1994
State Mutual April 1980 - October 1994
State Mutual Life Assurance 1980 - 1994
The Hanover Group 1980 - 1994
Home Federal Savings Bank September 1973 - July 1979
First Federal Savings & Loan February 1972 - September 1973
Dole Food Company May 1971 - September 1971
Skills
COBOL, CICS, JCL, Visual Basic, JavaScript, Mainframe, Programming, Easytrieve, Agile Methodologies, ASP, Software Project..., DB2, Requirements Analysis
Education
Computer Processing Institute 1979 — 1980
Certificate, Computer Programming
Middlebury College 1967 — 1971
BA, English Literature
North High School 1964 — 1967
Graduate, Math, History, Science
Assumption College 1965 — 1965
Completed, Spanish I
Forest Grove Junior High 1961 — 1964
graduate
Lee Street School 1955 — 1961
Graduate
Fidelity Investments July 1995 - Present
Torgersen Consulting Services, Inc. October 1994 - January 1999
Shareholder Services Group October 1994 - July 1995
Allmerica Financial April 1980 - October 1994
State Mutual April 1980 - October 1994
State Mutual Life Assurance 1980 - 1994
The Hanover Group 1980 - 1994
Home Federal Savings Bank September 1973 - July 1979
First Federal Savings & Loan February 1972 - September 1973
Dole Food Company May 1971 - September 1971
Skills
COBOL, CICS, JCL, Visual Basic, JavaScript, Mainframe, Programming, Easytrieve, Agile Methodologies, ASP, Software Project..., DB2, Requirements Analysis
Education
Computer Processing Institute 1979 — 1980
Certificate, Computer Programming
Middlebury College 1967 — 1971
BA, English Literature
North High School 1964 — 1967
Graduate, Math, History, Science
Assumption College 1965 — 1965
Completed, Spanish I
Forest Grove Junior High 1961 — 1964
graduate
Lee Street School 1955 — 1961
Graduate
Scott Hawes, PMP Scott Hawes, PMP's Allmerica Financial Experience 2002 - 2003
Job Vice President, Project Manager Senior Consultant at State Street
Industry Financial Services
Experience
State Street 2015 - Present
Fidelity Investments 2011 - 2015
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Allmerica Financial 2002 - 2003
Skills
SQL, Visual Basic, Relational Database..., Balanced Scorecard, Business Intelligence, Business Objects, Adobe Photodeluxe, Adobe Photoshop, Dream Weaver, IBI Webfocus, Informatica Data..., Informatica Data Quality, Informatica Power Center, PL/SQL, Oracle, SQL Server 2000-2008, Microsoft Office, Microsoft Project, Microsoft Visio, HTML, CSS, Six Sigma, Visio
Education
Bryant University 2006 — 2009
MSIS, Information Systems
Bryant University 1997 — 2001
BSBA, Computer Information Systems
State Street 2015 - Present
Fidelity Investments 2011 - 2015
Fidelity Investments 2009 - 2011
Fidelity Investments 2005 - 2009
Fidelity Investments 2004 - 2005
Fidelity Investments 2003 - 2004
Allmerica Financial 2002 - 2003
Skills
SQL, Visual Basic, Relational Database..., Balanced Scorecard, Business Intelligence, Business Objects, Adobe Photodeluxe, Adobe Photoshop, Dream Weaver, IBI Webfocus, Informatica Data..., Informatica Data Quality, Informatica Power Center, PL/SQL, Oracle, SQL Server 2000-2008, Microsoft Office, Microsoft Project, Microsoft Visio, HTML, CSS, Six Sigma, Visio
Education
Bryant University 2006 — 2009
MSIS, Information Systems
Bryant University 1997 — 2001
BSBA, Computer Information Systems
Carla Lawton CLU, CLTC's Allmerica Financial Experience August 2001 - December 2003
Job Sales and Marking Coordinator, Managed Wealth Strategies, LLC
Industry Insurance
Experience
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Managed Wealth Strategies, LLC April 2014 - Present
Foster McGuane Financial October 2013 - April 2014
Commonwealth Financial Network 2007 - July 2013
Sun Life Financial 2004 - 2007
Allmerica Financial August 2001 - December 2003
John Hancock 1997 - 2001
Sun Life Financial May 1990 - April 1997
Skills
Insurance, Project Management, Retirement, Term Life Insurance, Retirement Planning, Fixed Annuities, Microsoft Excel, Risk Management, Strategic Planning, 401k, Life Insurance, Series 63, Investments, Requirements Gathering, Long Term Care Insurance, CLU, MA Life and Health..., FINRA Series 7 & 63
Education
Boston University 1985 — 1989
Bachelor of Arts (BA), International Relations and Affairs
Gloucester high school 1982 — 1984
Bill Randell's Allmerica Financial Experience September 1986 - February 1992
Job President at Advantage Benefits
Industry Insurance
Experience
Advantage Benefits February 1992 - Present
FlyORH 2002 - Present
Worcester Herald May 2014 - Present
ABG Real Estate February 1995 - Present
Randelll Package Store 1992 - Present
ABG Real Estate 1990 - Present
Allmerica Financial September 1986 - February 1992
Education
Boston College 1982 — 1986
BA, Business/Managerial Economics
Advantage Benefits February 1992 - Present
FlyORH 2002 - Present
Worcester Herald May 2014 - Present
ABG Real Estate February 1995 - Present
Randelll Package Store 1992 - Present
ABG Real Estate 1990 - Present
Allmerica Financial September 1986 - February 1992
Education
Boston College 1982 — 1986
BA, Business/Managerial Economics
Daniel S. Hollander JD, AIF's Allmerica Financial Experience January 1992 - December 1994
Job Wealth Management | Pension Consulting Services
Industry Financial Services
Experience
Hollander & Lone, LLC January 1995 - Present
Hollander & Lone, LLC 1995 - Present
Allmerica Financial January 1992 - December 1994
SMA Equities, Inc March 1984 - December 1991
Skills
Wealth Management, Intergenerational..., Risk Management, Retirement Planning, College Education..., Investment Management, Alternative Investments, Alternative Assets, Data Aggregation, Strategic Financial..., Monte Carlo Simulation, Long-term Care, Elder Law, Roth IRA, SEP IRA, Self Directed IRA, Simple IRA, 401k Rollovers, 401k, Estate Tax Planning
Education
Arizona State University College of Law 1989 — 1991
Doctor of Law (JD)
Michigan State University 1974 — 1978
BA, History
Hollander & Lone, LLC January 1995 - Present
Hollander & Lone, LLC 1995 - Present
Allmerica Financial January 1992 - December 1994
SMA Equities, Inc March 1984 - December 1991
Skills
Wealth Management, Intergenerational..., Risk Management, Retirement Planning, College Education..., Investment Management, Alternative Investments, Alternative Assets, Data Aggregation, Strategic Financial..., Monte Carlo Simulation, Long-term Care, Elder Law, Roth IRA, SEP IRA, Self Directed IRA, Simple IRA, 401k Rollovers, 401k, Estate Tax Planning
Education
Arizona State University College of Law 1989 — 1991
Doctor of Law (JD)
Michigan State University 1974 — 1978
BA, History
Chris Komenda Chris Komenda's Allmerica Financial Experience January 1994 - August 2000
Job Marketing Manager at Woodmeister Master Builders
Industry Marketing and Advertising
Experience
Woodmeister Master Builders October 2003 - Present
Pegasus Communications August 2000 - March 2003
Allmerica Financial January 1994 - August 2000
Skills
Public Relations, Social Media, Brand Management, Website Development, Customer Service, Content Management, Business Development, Event Planning, Market Research, Demand Generation, Inserts, Community Development, Banner Ads, Marketing, Project Management, Sales, Marketing Communications, Strategy, Start-ups, Management, B2B, Digital Marketing, Online Advertising, Email Marketing, Online Marketing, Integrated Marketing, Business Planning, Brand Development, Budgets, Marketing Management, Market Planning, Business Strategy, Marketing Strategy, Social Media Marketing, Advertising, Strategic Planning, Leadership, Direct Marketing, Lead Generation, Media Planning, CRM, Contract Negotiation, Product Marketing, Creative Direction, PPC, Competitive Analysis, Trade Shows
Education
Clark University
MSPC
University of Bridgeport
BFA
Woodmeister Master Builders October 2003 - Present
Pegasus Communications August 2000 - March 2003
Allmerica Financial January 1994 - August 2000
Skills
Public Relations, Social Media, Brand Management, Website Development, Customer Service, Content Management, Business Development, Event Planning, Market Research, Demand Generation, Inserts, Community Development, Banner Ads, Marketing, Project Management, Sales, Marketing Communications, Strategy, Start-ups, Management, B2B, Digital Marketing, Online Advertising, Email Marketing, Online Marketing, Integrated Marketing, Business Planning, Brand Development, Budgets, Marketing Management, Market Planning, Business Strategy, Marketing Strategy, Social Media Marketing, Advertising, Strategic Planning, Leadership, Direct Marketing, Lead Generation, Media Planning, CRM, Contract Negotiation, Product Marketing, Creative Direction, PPC, Competitive Analysis, Trade Shows
Education
Clark University
MSPC
University of Bridgeport
BFA
Christopher Michalman, CFP®'s Allmerica Financial Experience 1996 - 2002
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners December 2003 - Present
VeraVest 2002 - 2003
Allmerica Financial 1996 - 2002
Skills
Financial Planning, Retirement Planning, Finance, Wealth Management, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Series 63, Wealth Accumulation
Education
Bentley University 1989 — 1993
Bachelor of Science, Business/Corporate Communications
Integrated Financial Partners December 2003 - Present
VeraVest 2002 - 2003
Allmerica Financial 1996 - 2002
Skills
Financial Planning, Retirement Planning, Finance, Wealth Management, Estate Planning, Mutual Funds, Series 7, Financial Advisory, Investment Advisory, Asset Allocation, Financial Services, Series 63, Wealth Accumulation
Education
Bentley University 1989 — 1993
Bachelor of Science, Business/Corporate Communications
Dan Phaneuf's Allmerica Financial Experience August 1988 - October 1996
Job PowerPoint presentation designer, Flash animator, print designer, video editor
Industry Marketing and Advertising
Experience
DP Design Inc. January 1999 - Present
Freelance Multimedia Designer October 1996 - December 1998
Allmerica Financial August 1988 - October 1996
Skills
Flash Animation, Illustrator, Multimedia, Graphic Design, Photoshop, Logos, Icons, Graphics, Video, InDesign, E-learning, webinar editing, PowerPoint, Presentation Preparation, Sales Presentations, Investor Presentations, Medical Illustration, Audio Editing, Video Editing, Tradeshow Design, Template Design, Captivate, Template, Logo Design, Trade Shows, Animation, Marketing, Flash, Collateral, Adobe Creative Suite, Creative Direction, Editing
Education
Assumption College 1985 — 1988
BA, Business Management
St. Peter-Marian HS 1980 — 1984
DP Design Inc. January 1999 - Present
Freelance Multimedia Designer October 1996 - December 1998
Allmerica Financial August 1988 - October 1996
Skills
Flash Animation, Illustrator, Multimedia, Graphic Design, Photoshop, Logos, Icons, Graphics, Video, InDesign, E-learning, webinar editing, PowerPoint, Presentation Preparation, Sales Presentations, Investor Presentations, Medical Illustration, Audio Editing, Video Editing, Tradeshow Design, Template Design, Captivate, Template, Logo Design, Trade Shows, Animation, Marketing, Flash, Collateral, Adobe Creative Suite, Creative Direction, Editing
Education
Assumption College 1985 — 1988
BA, Business Management
St. Peter-Marian HS 1980 — 1984
Lisa Phelps Lisa Phelps's Allmerica Financial Experience June 2001 - March 2003
Job
Industry Investment Management
Experience
Assabet Advisors, LLC June 2003 - January 2015
Allmerica Financial June 2001 - March 2003
Allmerica Financial 1994 - June 2001
State Mutual Life Assurance Company of America October 1986 - June 1994
State Mutual Life Assurance Company of America August 1984 - October 1986
Education
Brandeis University 1979 — 1983
abd PhD program, History
State University of New York College at Brockport 1974 — 1976
MA, History
University of Pennsylvania 1966 — 1970
BA, History, American Civilzation
Concord Academy 1962 — 1966
high school diploma
Assabet Advisors, LLC June 2003 - January 2015
Allmerica Financial June 2001 - March 2003
Allmerica Financial 1994 - June 2001
State Mutual Life Assurance Company of America October 1986 - June 1994
State Mutual Life Assurance Company of America August 1984 - October 1986
Education
Brandeis University 1979 — 1983
abd PhD program, History
State University of New York College at Brockport 1974 — 1976
MA, History
University of Pennsylvania 1966 — 1970
BA, History, American Civilzation
Concord Academy 1962 — 1966
high school diploma
Bruce Mailberg's Allmerica Financial Experience June 1997 - January 1998
Job Vice President, Vendor Management at State Street
Industry Financial Services
Experience
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
State Street July 2007 - Present
Investors Bank & Trust September 2001 - July 2007
Scudder January 1998 - September 2001
Allmerica Financial June 1997 - January 1998
Fidelity Investments March 1996 - June 1997
First Data Corporation March 1995 - March 1996
Allmerica Financial January 1989 - March 1995
Skills
Budgeting, Contract Negotiation, Vendor Management, Financial Reporting, Vendor Relations, Outsourcing, Process Improvement, Wealth Management, Client Service, Back Office, Due Diligence, Operations Management, Business Strategy, Financial Services, Budgets, Project Management, Management, Leadership, Business Process, Finance, Project Planning, Risk Management, Mergers & Acquisitions, Executive Management, Relationship Management, Enterprise Software, Mutual Funds, Securities, Fund Accounting, Global Custody, Corporate Actions, Analysis, Strategy, Business Analysis, Equities
Education
Assumption College 1984 — 1988
Bachelor of Science, Management
Wachusett Regional High School 1980 — 1984
Ray Gould's Allmerica Financial Experience April 1998 - August 2005
Job Sr. Information Security Consultant
Industry Computer & Network Security
Experience
Citizens Bank September 2015 - Present
MAPFRE U.S.A. Corp. November 2012 - April 2015
Consultant Services March 2012 - November 2012
BJ's Wholesale Club December 2011 - March 2012
Commerce Insurance May 2010 - November 2011
Commerce Insurance May 2008 - July 2010
CVSCaremark Corporation August 2005 - May 2008
Allmerica Financial April 1998 - August 2005
Mashantucket Pequot Tribal Nation January 1995 - April 1998
The Computer Gurus January 1993 - December 1995
Skills
Security, Thought Leadership, Security Audits, Information Security, Physical Security, Enterprise Architecture, Software Quality..., Software Development..., Oral & Written..., Penetration Testing, Directory Services, Project Management, Emotional Intelligence, Graphic Design, Art, Security Policy, Surveillance, Web Application Security, Application Architecture, Network Security, SDLC, Risk Assessment, PCI DSS, Vulnerability Assessment, CISSP, Information Security..., Computer Security, Intrusion Detection, IPS, Vulnerability Management, IT Audit, Application Security, IDS, Security Architecture..., Data Security, ISO 27001, Firewalls, IT Management, Enterprise Software, Networking, Encryption, Information Technology, Program Management, Identity Management, Leadership, CISA, Business Process, Security Awareness, Business Continuity, Disaster Recovery
Education
Capella University
Bachelor of Science (BS), Psychology, 4.0 GPA
Quinebaug Valley Community College 2008 — 2009
Fine Arts/Graphic Design
ISC2 CISSP Certification 2005 — 2005
CISSP, Certified Information Systems Security Professional
Quinebaug Valley Community College 1991 — 1991
Business/Computer Programming
Putnam High School 1988 — 1991
Citizens Bank September 2015 - Present
MAPFRE U.S.A. Corp. November 2012 - April 2015
Consultant Services March 2012 - November 2012
BJ's Wholesale Club December 2011 - March 2012
Commerce Insurance May 2010 - November 2011
Commerce Insurance May 2008 - July 2010
CVSCaremark Corporation August 2005 - May 2008
Allmerica Financial April 1998 - August 2005
Mashantucket Pequot Tribal Nation January 1995 - April 1998
The Computer Gurus January 1993 - December 1995
Skills
Security, Thought Leadership, Security Audits, Information Security, Physical Security, Enterprise Architecture, Software Quality..., Software Development..., Oral & Written..., Penetration Testing, Directory Services, Project Management, Emotional Intelligence, Graphic Design, Art, Security Policy, Surveillance, Web Application Security, Application Architecture, Network Security, SDLC, Risk Assessment, PCI DSS, Vulnerability Assessment, CISSP, Information Security..., Computer Security, Intrusion Detection, IPS, Vulnerability Management, IT Audit, Application Security, IDS, Security Architecture..., Data Security, ISO 27001, Firewalls, IT Management, Enterprise Software, Networking, Encryption, Information Technology, Program Management, Identity Management, Leadership, CISA, Business Process, Security Awareness, Business Continuity, Disaster Recovery
Education
Capella University
Bachelor of Science (BS), Psychology, 4.0 GPA
Quinebaug Valley Community College 2008 — 2009
Fine Arts/Graphic Design
ISC2 CISSP Certification 2005 — 2005
CISSP, Certified Information Systems Security Professional
Quinebaug Valley Community College 1991 — 1991
Business/Computer Programming
Putnam High School 1988 — 1991
Jon Geiser's Allmerica Financial Experience November 1997 - June 2000
Job Technology Consultant at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard June 2000 - Present
Allmerica Financial November 1997 - June 2000
Electronic Data Systems October 1985 - November 1997
Education
Bluffton University 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Bluffton High School 1977 — 1981
Hewlett-Packard June 2000 - Present
Allmerica Financial November 1997 - June 2000
Electronic Data Systems October 1985 - November 1997
Education
Bluffton University 1981 — 1985
Bachelor of Arts (B.A.), Computer Science
Bluffton High School 1977 — 1981
Stanley Lee Zagorski's Allmerica Financial Experience 1979 - 1998
Job Owner, Zagorski Financial Services
Industry Financial Services
Experience
Smith Barney 1998 - 2002
Allmerica Financial 1979 - 1998
Education
Bentley College 1970 — 1974
BS, Accounting
Smith Barney 1998 - 2002
Allmerica Financial 1979 - 1998
Education
Bentley College 1970 — 1974
BS, Accounting
Erin Zilis's Allmerica Financial Experience October 1994 - April 1995
Job President & Publisher at HCP/Aboard, a division of the Miami Herald Media Company
Industry Marketing and Advertising
Experience
HCP Aboard Publishing February 2014 - Present
Self-employed August 2012 - January 2014
Freedom Communications September 2008 - August 2012
McMurry, Inc. September 1998 - September 2008
McMurry, Inc. October 2000 - October 2005
McMurry, Inc. October 1999 - October 2000
McMurry, Inc. September 1998 - October 1999
Cadmus Custom Publishing (now The Pohly Company) April 1995 - September 1998
Allmerica Financial October 1994 - April 1995
Published Image, Inc. (now Standard & Poor's Financial Communications) January 1993 - October 1994
Skills
Custom Publishing, New Business Development, Contract Negotiations, Client Retention, Content Delivery, Project Management, Operations, Managing P&L, Maximizing Profitability, Recruiting, Hiring &..., Marketing, Advertising Sales, Feature Writing, Proposal Writing, Audience Development, Creative Writing, Marketing Communications, Social Media Marketing, Sales Management, Sales Operations, Online Advertising, Online Publishing, Recruiting, Training, Contract Negotiation, Digital Media, Account Management, Marketing Strategy, Customer Retention, Advertising, CRM, Digital Marketing, Content Marketing, Publications, Publishing, Content Strategy, Strategy, Management, Newsletters, Business Development, Blogging, Press Releases, Feature Articles, Creative Direction, Public Relations, Email Marketing, Social Media, Online Marketing, Direct Mail
Education
Boston College 1988 — 1992
BA, Communications, English
Pilgrim High School
HCP Aboard Publishing February 2014 - Present
Self-employed August 2012 - January 2014
Freedom Communications September 2008 - August 2012
McMurry, Inc. September 1998 - September 2008
McMurry, Inc. October 2000 - October 2005
McMurry, Inc. October 1999 - October 2000
McMurry, Inc. September 1998 - October 1999
Cadmus Custom Publishing (now The Pohly Company) April 1995 - September 1998
Allmerica Financial October 1994 - April 1995
Published Image, Inc. (now Standard & Poor's Financial Communications) January 1993 - October 1994
Skills
Custom Publishing, New Business Development, Contract Negotiations, Client Retention, Content Delivery, Project Management, Operations, Managing P&L, Maximizing Profitability, Recruiting, Hiring &..., Marketing, Advertising Sales, Feature Writing, Proposal Writing, Audience Development, Creative Writing, Marketing Communications, Social Media Marketing, Sales Management, Sales Operations, Online Advertising, Online Publishing, Recruiting, Training, Contract Negotiation, Digital Media, Account Management, Marketing Strategy, Customer Retention, Advertising, CRM, Digital Marketing, Content Marketing, Publications, Publishing, Content Strategy, Strategy, Management, Newsletters, Business Development, Blogging, Press Releases, Feature Articles, Creative Direction, Public Relations, Email Marketing, Social Media, Online Marketing, Direct Mail
Education
Boston College 1988 — 1992
BA, Communications, English
Pilgrim High School
Gene Balerna, CIMA®'s Allmerica Financial Experience October 1993 - January 1995
Job Senior Portfolio Administrator at Dividend Assets Capital, LLC
Industry Investment Management
Experience
Dividend Assets Capital, LLC December 2014 - Present
Alpha Investment Advisors, Inc March 2006 - December 2014
The Danforth Associates February 2005 - March 2006
Alpha Investment Advisors, Inc October 1999 - February 2005
Bank of America/Quick & Reilly August 1995 - October 1999
Allmerica Financial October 1993 - January 1995
Fidelity Investments September 1991 - September 1993
Boston Financial Data Services September 1990 - September 1991
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management, Risk Management, Finance, Strategy, Wealth, Investment Strategies, Valuation, Investment Management, Alternative Investments, Bloomberg, Series 7, Business Development, Bonds, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
CM
University of Massachusetts at Lowell
BS, Finance
Dividend Assets Capital, LLC December 2014 - Present
Alpha Investment Advisors, Inc March 2006 - December 2014
The Danforth Associates February 2005 - March 2006
Alpha Investment Advisors, Inc October 1999 - February 2005
Bank of America/Quick & Reilly August 1995 - October 1999
Allmerica Financial October 1993 - January 1995
Fidelity Investments September 1991 - September 1993
Boston Financial Data Services September 1990 - September 1991
Skills
Investments, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Wealth Management, Risk Management, Finance, Strategy, Wealth, Investment Strategies, Valuation, Investment Management, Alternative Investments, Bloomberg, Series 7, Business Development, Bonds, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Finance
CM
University of Massachusetts at Lowell
BS, Finance
Rick Cehon's Allmerica Financial Experience 1999 - 2003
Job Principle Systems Analyst at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Commerce Insurance June 2008 - January 2011
Clark University 2008 - 2010
Fidelity Investments Life Insurance Co. July 2007 - June 2008
Ascend Consulting January 2007 - May 2007
The Hanover Insurance Group April 2003 - December 2006
Allmerica Financial 1999 - 2003
Allmerica Financial 1998 - 1999
Skills
Project Management, SQL, MS Project, Microsoft Office, Process Design, Microsoft Applications, Visio, Databases, Leadership, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Testing, Analysis, Program Management, Business Process, Team Building, PMO, IT Strategy, Team Leadership, Change Management, Business Intelligence, Oracle, Access, Visual Basic, Business Requirements, Web Development, System Administration, Systems Analysis, Software Documentation, Business Process..., Vendor Management, IT Management, ITIL, Database Design, Microsoft SQL Server, Cross-functional Team..., Management, Software Development, Agile Project Management, Test Planning, Quality Assurance, JavaScript, Integration, Enterprise Software, SharePoint, HTML, Agile Methodologies
Education
Clark University 2004 — 2008
MSIT
Assumption College 2001 — 2003
Bachelor of Arts (B.A.)
Fidelity Investments January 2014 - Present
Fidelity Investments January 2011 - January 2014
Commerce Insurance June 2008 - January 2011
Clark University 2008 - 2010
Fidelity Investments Life Insurance Co. July 2007 - June 2008
Ascend Consulting January 2007 - May 2007
The Hanover Insurance Group April 2003 - December 2006
Allmerica Financial 1999 - 2003
Allmerica Financial 1998 - 1999
Skills
Project Management, SQL, MS Project, Microsoft Office, Process Design, Microsoft Applications, Visio, Databases, Leadership, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Testing, Analysis, Program Management, Business Process, Team Building, PMO, IT Strategy, Team Leadership, Change Management, Business Intelligence, Oracle, Access, Visual Basic, Business Requirements, Web Development, System Administration, Systems Analysis, Software Documentation, Business Process..., Vendor Management, IT Management, ITIL, Database Design, Microsoft SQL Server, Cross-functional Team..., Management, Software Development, Agile Project Management, Test Planning, Quality Assurance, JavaScript, Integration, Enterprise Software, SharePoint, HTML, Agile Methodologies
Education
Clark University 2004 — 2008
MSIT
Assumption College 2001 — 2003
Bachelor of Arts (B.A.)
John Uftring's Allmerica Financial Experience May 1994 - February 1995
Job Senior Software Development Engineer in Test
Industry Computer Networking
Experience
Cisco Systems, Inc. January 1997 - Present
Cabletron Systems, Inc. March 1995 - January 1997
Allmerica Financial May 1994 - February 1995
Kiradjieff & Goode February 1993 - April 1994
Unites States Air Force February 1985 - April 1988
Skills
Agile Methodologies, Python, Shell Scripting, TCL, Test Automation, Data Center, Virtualization, VMware, Linux, EMC Storage, NetApp Storage, Cloud Computing, Storage Area Networks, Performance Testing, System Testing, System Integration..., Cisco Technologies, Integration, TCP/IP, SIP, Cisco IOS, Routing, Network Architecture, Network Administration, Networking, VoIP, Unified Communications, Cisco Call Manager, Ethernet, Switches, QoS, OSPF, Telecommunications, MGCP, Cisco UCS, Cisco Nexus, Software Quality..., Manual Testing, Software Integration, DOCSIS, Test Planning, UDP, Testing, SNMP, Regression Testing, Quality Assurance, Unix, Solaris, ClearCase, Department Budgeting
Education
Worcester Polytechnic Institute 1995 — 1995
Certificate, UNIX System Administration and C Programming Certificate
Babson College 1991 — 1994
BS/BA, Entrepreneurship, Economics, Finance/Investments
University of Massachusetts Lowell 1988 — 1990
Electrical Engineering, Computer Science
Framingham North High School 1978 — 1982
Cisco Systems, Inc. January 1997 - Present
Cabletron Systems, Inc. March 1995 - January 1997
Allmerica Financial May 1994 - February 1995
Kiradjieff & Goode February 1993 - April 1994
Unites States Air Force February 1985 - April 1988
Skills
Agile Methodologies, Python, Shell Scripting, TCL, Test Automation, Data Center, Virtualization, VMware, Linux, EMC Storage, NetApp Storage, Cloud Computing, Storage Area Networks, Performance Testing, System Testing, System Integration..., Cisco Technologies, Integration, TCP/IP, SIP, Cisco IOS, Routing, Network Architecture, Network Administration, Networking, VoIP, Unified Communications, Cisco Call Manager, Ethernet, Switches, QoS, OSPF, Telecommunications, MGCP, Cisco UCS, Cisco Nexus, Software Quality..., Manual Testing, Software Integration, DOCSIS, Test Planning, UDP, Testing, SNMP, Regression Testing, Quality Assurance, Unix, Solaris, ClearCase, Department Budgeting
Education
Worcester Polytechnic Institute 1995 — 1995
Certificate, UNIX System Administration and C Programming Certificate
Babson College 1991 — 1994
BS/BA, Entrepreneurship, Economics, Finance/Investments
University of Massachusetts Lowell 1988 — 1990
Electrical Engineering, Computer Science
Framingham North High School 1978 — 1982
Donald Hewey's Allmerica Financial Experience March 1995 - October 1997
Job Retired, but will consider consulting
Industry Information Technology and Services
Experience
At home Chief Information Security OfficerCommerce Insurance CompanyJune 2008 - March 2012
UMass Memorial Health Care June 2007 - June 2008
UMass Memorial Medical Center 2007 - 2008
Private Health Care Systems 1998 - 2008
MultiPlan October 2006 - January 2007
Private Healthcare Systems October 1997 - January 2007
PHCS 1998 - 2007
Allmerica Financial March 1995 - October 1997
Hanover Insurance February 1980 - March 1995
Skills
Disaster Recovery, Security Awareness, Strategic Planning, Contract Management, Contingency Planning, Security Policy..., Service Level Agreements, Asset Managment, Infrastructure Security, Information Security, Project Management, Information Technology, Network Security, Negotiation, HIPAA
Education
Assumption College 1990 — 1993
At home Chief Information Security OfficerCommerce Insurance CompanyJune 2008 - March 2012
UMass Memorial Health Care June 2007 - June 2008
UMass Memorial Medical Center 2007 - 2008
Private Health Care Systems 1998 - 2008
MultiPlan October 2006 - January 2007
Private Healthcare Systems October 1997 - January 2007
PHCS 1998 - 2007
Allmerica Financial March 1995 - October 1997
Hanover Insurance February 1980 - March 1995
Skills
Disaster Recovery, Security Awareness, Strategic Planning, Contract Management, Contingency Planning, Security Policy..., Service Level Agreements, Asset Managment, Infrastructure Security, Information Security, Project Management, Information Technology, Network Security, Negotiation, HIPAA
Education
Assumption College 1990 — 1993
Jim Adelman's Allmerica Financial Experience 2000 - 2004
Job General Counsel at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network 2004 - Present
Allmerica Financial 2000 - 2004
U.S Securities and Exchange Commision 1998 - 2000
US Securities and Exchange Commission 1998 - 2000
Securities & Exchange Commission 1998 - 2000
Choate Hall and Stewart 1996 - 1998
Skills
FINRA, Securities, Compliance, Securities Regulation, Mutual Funds, SEC filings, Litigation, Corporate Governance, Insurance, SEC, Investments, Financial Services, Due Diligence, AML, Privacy Law
Education
American University Washington College of Law 1978 — 1981
JD, LAW
Bucknell University 1973 — 1977
BA, Economics
Commonwealth Financial Network 2004 - Present
Allmerica Financial 2000 - 2004
U.S Securities and Exchange Commision 1998 - 2000
US Securities and Exchange Commission 1998 - 2000
Securities & Exchange Commission 1998 - 2000
Choate Hall and Stewart 1996 - 1998
Skills
FINRA, Securities, Compliance, Securities Regulation, Mutual Funds, SEC filings, Litigation, Corporate Governance, Insurance, SEC, Investments, Financial Services, Due Diligence, AML, Privacy Law
Education
American University Washington College of Law 1978 — 1981
JD, LAW
Bucknell University 1973 — 1977
BA, Economics
Danny Simkewicz's Allmerica Financial Experience 2000 - 2004
Job Total Service Manager at SimplexGrinnell Springfield, MA
Industry Financial Services
Experience
SimplexGrinnell March 2014 - Present
SimplexGrinnell LP November 2011 - March 2014
SimplexGrinnell LP October 2006 - 2008
Partners HealthCare System, Inc. 2004 - 2006
Allmerica Financial 2000 - 2004
Skills
Process Improvement, Software Documentation, SDLC, Business Analysis, Visio, Six Sigma, Troubleshooting, Vendor Management, Integration, Requirements Analysis, Security, Access, Testing, Requirements Gathering, Quality Assurance, Contract Negotiation, Team Building
Education
Anna Maria College 2006 — 2009
MBA, Finance
Nichols College 1987 — 1989
Bachelor of Science, Management
SimplexGrinnell March 2014 - Present
SimplexGrinnell LP November 2011 - March 2014
SimplexGrinnell LP October 2006 - 2008
Partners HealthCare System, Inc. 2004 - 2006
Allmerica Financial 2000 - 2004
Skills
Process Improvement, Software Documentation, SDLC, Business Analysis, Visio, Six Sigma, Troubleshooting, Vendor Management, Integration, Requirements Analysis, Security, Access, Testing, Requirements Gathering, Quality Assurance, Contract Negotiation, Team Building
Education
Anna Maria College 2006 — 2009
MBA, Finance
Nichols College 1987 — 1989
Bachelor of Science, Management
Lisa (Resnick) Hall's Allmerica Financial Experience April 2001 - June 2005
Job Sr. Manager, Sales and Service Operations at Philips Lifeline
Industry Medical Devices
Experience
Philips Lifeline March 2006 - Present
Philips June 2005 - Present
Lifeline June 2005 - March 2006
Allmerica Financial April 2001 - June 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Accounting
Isenberg School of Management, UMass Amherst 1991 — 1995
BBA, Finance
Philips Lifeline March 2006 - Present
Philips June 2005 - Present
Lifeline June 2005 - March 2006
Allmerica Financial April 2001 - June 2005
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
MBA, Accounting
Isenberg School of Management, UMass Amherst 1991 — 1995
BBA, Finance
Len Driscoll's Allmerica Financial Experience September 1993 - December 1998
Job Executive at Optum
Industry Information Technology and Services
Experience
Optum December 2014 - Present
Broadridge August 2010 - November 2014
NewRiver December 1998 - June 2011
Allmerica Financial September 1993 - December 1998
Fleet Financial Group January 1991 - September 1993
Bank of New England June 1983 - January 1991
Education
Boston University 1988 — 1994
MBA, Management
Bowdoin College 1979 — 1983
BA, Economics and Government
Optum December 2014 - Present
Broadridge August 2010 - November 2014
NewRiver December 1998 - June 2011
Allmerica Financial September 1993 - December 1998
Fleet Financial Group January 1991 - September 1993
Bank of New England June 1983 - January 1991
Education
Boston University 1988 — 1994
MBA, Management
Bowdoin College 1979 — 1983
BA, Economics and Government
Georgia Kreth's Allmerica Financial Experience 1995 - 2000
Job VP, Program Manager at RBS Citizens NA
Industry Financial Services
Experience
RBS Citizens NA October 2010 - Present
Citizens Bank August 2009 - October 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2003 - 2007
Sun Life Financial 2000 - 2003
Keyport Life Insurance Co. (acquired by Sun Life) June 2000 - November 2001
Allmerica Financial 1995 - 2000
Skills
Strategic Planning, CRM, Project Management, SDLC, Leadership, Vendor Management, Management, Business Analysis, Financial Services, Cross-functional Team..., IT Management, Analytics, MS Project, PMO, Software Project..., Integration, Change Management, Visio, Team Building, Software Documentation, Analysis, Requirements Analysis, IT Strategy, Process Improvement, Business Intelligence, Program Management, Risk Management, Project Portfolio..., PMP, Requirements Gathering, Business Requirements, Business Process..., Resource Management
Education
Boston University
Masters Certificate, Project Management
Bridgewater State College
BA, Communication
Emerson College
MA, Management (Media)
RBS Citizens NA October 2010 - Present
Citizens Bank August 2009 - October 2010
Sun Life Financial 2007 - 2009
Sun Life Financial 2003 - 2007
Sun Life Financial 2000 - 2003
Keyport Life Insurance Co. (acquired by Sun Life) June 2000 - November 2001
Allmerica Financial 1995 - 2000
Skills
Strategic Planning, CRM, Project Management, SDLC, Leadership, Vendor Management, Management, Business Analysis, Financial Services, Cross-functional Team..., IT Management, Analytics, MS Project, PMO, Software Project..., Integration, Change Management, Visio, Team Building, Software Documentation, Analysis, Requirements Analysis, IT Strategy, Process Improvement, Business Intelligence, Program Management, Risk Management, Project Portfolio..., PMP, Requirements Gathering, Business Requirements, Business Process..., Resource Management
Education
Boston University
Masters Certificate, Project Management
Bridgewater State College
BA, Communication
Emerson College
MA, Management (Media)
Liz Browning's Allmerica Financial Experience 1993 - 1995
Job Licensed Real Estate Agent at ERA Key Realty Services
Industry Real Estate
Experience
ERA Key Realty Services February 2015 - Present
Workscape September 2006 - May 2013
ADP 2013 - 2013
Sun Life Financial April 2005 - September 2006
Wachovia (Formerly PFPC) September 2000 - January 2005
Allmerica Financial 1993 - 1995
Education
Becker College 1988 — 1990
Associates, Business Administration
ERA Key Realty Services February 2015 - Present
Workscape September 2006 - May 2013
ADP 2013 - 2013
Sun Life Financial April 2005 - September 2006
Wachovia (Formerly PFPC) September 2000 - January 2005
Allmerica Financial 1993 - 1995
Education
Becker College 1988 — 1990
Associates, Business Administration
Todd Minarik's Allmerica Financial Experience January 1997 - November 1999
Job Director at Praxinet, Inc.
Industry Information Services
Experience
Praxinet, Inc. November 1999 - Present
Allmerica Financial January 1997 - November 1999
Allmerica Financial May 1996 - November 1999
Education
Bryant University 1992 — 1996
Praxinet, Inc. November 1999 - Present
Allmerica Financial January 1997 - November 1999
Allmerica Financial May 1996 - November 1999
Education
Bryant University 1992 — 1996
Paul Cappuccio's Allmerica Financial Experience 1990 - 1999
Job Director of Finance at John Hancock Financial
Industry Insurance
Experience
John Hancock Financial October 2005 - Present
John Hancock July 2001 - October 2005
John Hancock September 1999 - February 2001
Exchange America 2001 - 2001
Allmerica Financial 1990 - 1999
Skills
Insurance, Series 63, Mutual Funds, Series 7, Fixed Annuities, Strategic Financial..., 401k, Retirement, Retirement Planning, Investments, Financial Services, Life Insurance, Long-term Care, Securities, Series 6, Relationship Management, Wealth Management, Asset Allocation, Disability Insurance, Portfolio Management, Financial Modeling, FINRA, Asset Management, Management, Estate Planning, IRAs, Finance, Financial Analysis, Investment Advisory, Series 24, Financial Advisory, Variable Annuities, Alternative Investments, Investment Strategies, Pensions, Equities, Risk Management, Fixed Income, Financial Planners, Term Life Insurance, Employee Benefits, Health Insurance, Wealth, Uniform Combined State..., Underwriting, Financial Risk, Long Term Care Insurance, ETFs, Investment Management, Regulation 4228
Education
Anna Maria College 1987 — 1990
BA, Business Management
St. Mary's High School 1982 — 1986
John Hancock Financial October 2005 - Present
John Hancock July 2001 - October 2005
John Hancock September 1999 - February 2001
Exchange America 2001 - 2001
Allmerica Financial 1990 - 1999
Skills
Insurance, Series 63, Mutual Funds, Series 7, Fixed Annuities, Strategic Financial..., 401k, Retirement, Retirement Planning, Investments, Financial Services, Life Insurance, Long-term Care, Securities, Series 6, Relationship Management, Wealth Management, Asset Allocation, Disability Insurance, Portfolio Management, Financial Modeling, FINRA, Asset Management, Management, Estate Planning, IRAs, Finance, Financial Analysis, Investment Advisory, Series 24, Financial Advisory, Variable Annuities, Alternative Investments, Investment Strategies, Pensions, Equities, Risk Management, Fixed Income, Financial Planners, Term Life Insurance, Employee Benefits, Health Insurance, Wealth, Uniform Combined State..., Underwriting, Financial Risk, Long Term Care Insurance, ETFs, Investment Management, Regulation 4228
Education
Anna Maria College 1987 — 1990
BA, Business Management
St. Mary's High School 1982 — 1986
Eric M. Bittel's Allmerica Financial Experience July 1994 - September 1995
Job Director, Platform Strategy and Architecture at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
TIAA-CREF February 2011 - Present
ING 2009 - February 2011
Fidelity Investments August 2006 - February 2009
American United Life (AUL) July 2005 - August 2006
Scudder / ADP Retirement Services August 2001 - July 2005
Scudder Investments March 2000 - August 2001
Scudder Investments January 1998 - March 2000
Scudder Investments August 1996 - January 1998
KPMG Peat Marwick September 1995 - August 1996
Allmerica Financial July 1994 - September 1995
Skills
Retirement Services, Mutual Funds, 401k, Pensions, Series 6, Retirement, Series 63, Insurance, Client Service, Vendor Management, Process Improvement, Employee Benefits, Strategic Planning, Product Management, Product Development, Call Center, Operations Management, Business Analysis, Relationship Management, Financial Services, Investments, Securities, Defined Benefit, Strategy, Risk Management, SDLC, Series 7, Leadership, Asset Management, Asset Allocation, Retirement Planning, Defined Contribution, Wealth Management, CRM, Portfolio Management, Investment Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2001
MBA, Management, 3.91/4.0
Valparaiso University 1991 — 1994
Bachelor of Science, Finance
Ravi Relangi's Allmerica Financial Experience January 2001 - December 2002
Job Senior Vice President Financial Crimes Technology at Bank of America
Industry Banking
Experience
Bank Of America January 2003 - Present
Allmerica Financial January 2001 - December 2002
Staples July 1997 - December 2000
The Boston Group January 1995 - June 1997
Fidelity Investments 1993 - 1995
CMC Ltd 1989 - December 1994
Skills
Data Warehousing, Business Intelligence, Strategic Planning, Big Data, Strategy to Execution, Technology Management
Education
University of Virginia Darden School of Business 2009 — 2009
Technology Development Program, Architecture, Business Integration, Strategy and Planning
Harvard Business School Alumini Club of Charlotte 2007 — 2007
Management Development Program, Management
Atomic Energy Central School
National Institute of Technology Warangal
M.Tech, Computer Sciences
Osmania University
B.E.,, Mechanical Engineering
Bank Of America January 2003 - Present
Allmerica Financial January 2001 - December 2002
Staples July 1997 - December 2000
The Boston Group January 1995 - June 1997
Fidelity Investments 1993 - 1995
CMC Ltd 1989 - December 1994
Skills
Data Warehousing, Business Intelligence, Strategic Planning, Big Data, Strategy to Execution, Technology Management
Education
University of Virginia Darden School of Business 2009 — 2009
Technology Development Program, Architecture, Business Integration, Strategy and Planning
Harvard Business School Alumini Club of Charlotte 2007 — 2007
Management Development Program, Management
Atomic Energy Central School
National Institute of Technology Warangal
M.Tech, Computer Sciences
Osmania University
B.E.,, Mechanical Engineering
Ev Carr's Allmerica Financial Experience October 1998 - June 1999
Job Accounting, Manufacturing & Education Information Systems
Industry Information Technology and Services
Experience
College of the Holy Cross May 1999 - Present
Allmerica Financial October 1998 - June 1999
Vicor Corporation September 1996 - October 1998
Axis Computer Systems September 1992 - June 1996
Kidde-Fenwal Inc April 1990 - August 1992
Sprague Electric Company May 1985 - April 1990
Lexidata Corporation September 1982 - March 1985
Digital Equipment Corporation August 1980 - September 1982
Prime Computer Inc. September 1975 - August 1980
Skills
Project Management, Budgets, Accounting, Integration, PeopleSoft, Windows, Microsoft Office, Databases, Process Improvement, Unix, System Administration, Troubleshooting, Operating Systems, Linux, Microsoft Excel, Management, Analysis, C, Software Documentation, ERP, Project Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1989
MCIS, Master, Computer Information Systems
Suffolk University 1978 — 1982
MBA
Suffolk University 1971 — 1975
BSBA, accounting
College of the Holy Cross May 1999 - Present
Allmerica Financial October 1998 - June 1999
Vicor Corporation September 1996 - October 1998
Axis Computer Systems September 1992 - June 1996
Kidde-Fenwal Inc April 1990 - August 1992
Sprague Electric Company May 1985 - April 1990
Lexidata Corporation September 1982 - March 1985
Digital Equipment Corporation August 1980 - September 1982
Prime Computer Inc. September 1975 - August 1980
Skills
Project Management, Budgets, Accounting, Integration, PeopleSoft, Windows, Microsoft Office, Databases, Process Improvement, Unix, System Administration, Troubleshooting, Operating Systems, Linux, Microsoft Excel, Management, Analysis, C, Software Documentation, ERP, Project Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1983 — 1989
MCIS, Master, Computer Information Systems
Suffolk University 1978 — 1982
MBA
Suffolk University 1971 — 1975
BSBA, accounting
Sharon Niemi's Allmerica Financial Experience 1996 - 2000
Job Practice Director, Lifcycle Optimization
Industry Information Technology and Services
Experience
SQA 2007 - Present
Citizens Bank 2011 - 2012
IBT 2005 - 2007
Performance by Design 2000 - 2005
Newlane 2000 - 2004
Allmerica Financial 1996 - 2000
Skills
Quality Systems..., Evaluations and..., Software Quality..., Test Metrics, Test Methodologies, Software Project..., Six Sigma Black Belt, Software Process..., Project Management, Training, Software Development..., Process Management, Performance Metrics, Metrics Reporting, Release Management, Change Management, Ayurveda, Wellness and Lifestyle..., Business Analysis, Six Sigma, SDLC, Testing, Management, Performance Management, CRM, Quality Assurance, Quality System, Vendor Management, Process Improvement, User Acceptance Testing, Program Management, Quality Management, Software Documentation, Agile Methodologies, Software Development, Business Process, Business Intelligence, PMO, Requirements Analysis, Business Process..., Consulting, PMP, Requirements Gathering, Project Delivery, Leadership
Education
Kripalu School of Ayurveda 2007 — 2009
Ayurvedic Practitioner, Ayurveda
Anna Maria College 1995 — 1997
Master of Science, Quality Systems Management
Emmanuel College 1994 — 1996
BS, Business
SQA 2007 - Present
Citizens Bank 2011 - 2012
IBT 2005 - 2007
Performance by Design 2000 - 2005
Newlane 2000 - 2004
Allmerica Financial 1996 - 2000
Skills
Quality Systems..., Evaluations and..., Software Quality..., Test Metrics, Test Methodologies, Software Project..., Six Sigma Black Belt, Software Process..., Project Management, Training, Software Development..., Process Management, Performance Metrics, Metrics Reporting, Release Management, Change Management, Ayurveda, Wellness and Lifestyle..., Business Analysis, Six Sigma, SDLC, Testing, Management, Performance Management, CRM, Quality Assurance, Quality System, Vendor Management, Process Improvement, User Acceptance Testing, Program Management, Quality Management, Software Documentation, Agile Methodologies, Software Development, Business Process, Business Intelligence, PMO, Requirements Analysis, Business Process..., Consulting, PMP, Requirements Gathering, Project Delivery, Leadership
Education
Kripalu School of Ayurveda 2007 — 2009
Ayurvedic Practitioner, Ayurveda
Anna Maria College 1995 — 1997
Master of Science, Quality Systems Management
Emmanuel College 1994 — 1996
BS, Business
Nancy Dandro's Allmerica Financial Experience October 1990 - November 2001
Job Sr. Business Applications Analyst at APCMGE
Industry Telecommunications
Experience
Schneider Electric formerly APC-MGE December 2007 - Present
FM Global February 2002 - October 2007
Allmerica Financial October 1990 - November 2001
Hanover Insurance 1990 - 2001
The Info Group January 1990 - October 1990
NEBS 1986 - 1989
Nortel 1984 - 1986
Skills
Call Center, Visio, Vendor Management, Documentation, Business Analysis, Requirements Analysis, Problem Solving, Change Management, Customer Relations, Vendor Relations, Process Improvement, Budgeting, Telecommunications, Software Documentation, Call Centers, Management, Project Management, Budgets, Customer Service, Avaya
Education
Babson College
Master of Business Administration (MBA)
Rhode Island College
BS, Math, Psychology
Schneider Electric formerly APC-MGE December 2007 - Present
FM Global February 2002 - October 2007
Allmerica Financial October 1990 - November 2001
Hanover Insurance 1990 - 2001
The Info Group January 1990 - October 1990
NEBS 1986 - 1989
Nortel 1984 - 1986
Skills
Call Center, Visio, Vendor Management, Documentation, Business Analysis, Requirements Analysis, Problem Solving, Change Management, Customer Relations, Vendor Relations, Process Improvement, Budgeting, Telecommunications, Software Documentation, Call Centers, Management, Project Management, Budgets, Customer Service, Avaya
Education
Babson College
Master of Business Administration (MBA)
Rhode Island College
BS, Math, Psychology
Victor Tolis's Allmerica Financial Experience 1980 - 2003
Job Program Director at Hanover Insurance
Industry Insurance
Experience
The Hanover Theatre for the Performing Arts September 2013 - Present
The Hanover Insurance Group 2008 - December 2011
Hanover Insurance December 2003 - April 2008
Allmerica Financial 1980 - 2003
Education
Bates College 1970 — 1974
Math
The Hanover Theatre for the Performing Arts September 2013 - Present
The Hanover Insurance Group 2008 - December 2011
Hanover Insurance December 2003 - April 2008
Allmerica Financial 1980 - 2003
Education
Bates College 1970 — 1974
Math
Tony Centracchio's Allmerica Financial Experience 1999 - 2004
Job Application Support at Citizens Bank
Industry Information Technology and Services
Experience
RBS Citizens Financial Group 2012 - Present
Perot Systems 2005 - September 2006
Hanover Insurance 1999 - 2004
Allmerica Financial 1999 - 2004
Hanover and Allmerica Financial 1999 - 2004
Putnam Investments 1987 - 1999
Skills
Autosys
Education
Becker College
Bachelor's degree, Business Administration and Management, General
Dean College
Associate of Science (AS), Computer Science
RBS Citizens Financial Group 2012 - Present
Perot Systems 2005 - September 2006
Hanover Insurance 1999 - 2004
Allmerica Financial 1999 - 2004
Hanover and Allmerica Financial 1999 - 2004
Putnam Investments 1987 - 1999
Skills
Autosys
Education
Becker College
Bachelor's degree, Business Administration and Management, General
Dean College
Associate of Science (AS), Computer Science
Laura Mamayek's Allmerica Financial Experience March 1996 - August 1998
Job Programmer/Business Analyst
Industry Information Technology and Services
Experience
CGI October 2007 - May 2010
Homesite Insurance May 2001 - October 2007
Commerce Insurance August 1998 - May 2001
Allmerica Financial March 1996 - August 1998
Education
Worcester Polytechnic Institute
Certificate, E-Commerce Technologies
Worcester Polytechnic Institute
Certificate, UNIX System/C++ Programming Certificate
Bentley University 1989 — 1993
B.S., Business Management, Communication
CGI October 2007 - May 2010
Homesite Insurance May 2001 - October 2007
Commerce Insurance August 1998 - May 2001
Allmerica Financial March 1996 - August 1998
Education
Worcester Polytechnic Institute
Certificate, E-Commerce Technologies
Worcester Polytechnic Institute
Certificate, UNIX System/C++ Programming Certificate
Bentley University 1989 — 1993
B.S., Business Management, Communication
Carla Oakes's Allmerica Financial Experience 2000 - 2001
Job Administrative Professional
Industry Human Resources
Experience
Hanover Insurance September 2008 - Present
The Hanover Insurance Group 2001 - 2007
Allmerica Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Education
Becker College 2004 — 2006
Bachelors, Business Administration
Hanover Insurance September 2008 - Present
The Hanover Insurance Group 2001 - 2007
Allmerica Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Education
Becker College 2004 — 2006
Bachelors, Business Administration
Peggy Grisson's Allmerica Financial Experience April 1988 - March 2001
Job Program Manager, Global Telecom at HP
Industry Computer Hardware
Experience
HP June 2010 - Present
Hewlett-Packard 2001 - Present
HP April 2001 - June 2010
Allmerica Financial April 1988 - March 2001
Hanover Insurance April 1988 - March 2001
TSI 1987 - 1987
Mason Research 1976 - 1987
Skills
ITIL, Integration, Data Center, IT Management, IT Strategy, IT Service Management, Telecommunications, Vendor Management, Security, Managed Services, Cloud Computing, Program Management, Process Improvement, PMO, Management, Information Security
Education
Assumption College 1976 — 1980
HP June 2010 - Present
Hewlett-Packard 2001 - Present
HP April 2001 - June 2010
Allmerica Financial April 1988 - March 2001
Hanover Insurance April 1988 - March 2001
TSI 1987 - 1987
Mason Research 1976 - 1987
Skills
ITIL, Integration, Data Center, IT Management, IT Strategy, IT Service Management, Telecommunications, Vendor Management, Security, Managed Services, Cloud Computing, Program Management, Process Improvement, PMO, Management, Information Security
Education
Assumption College 1976 — 1980
Janet Holland's Allmerica Financial Experience September 1993 - December 2000
Job Versatile facilities manager; diverse background contributes broad range of skillsets and creative perspective..
Industry Financial Services
Experience
Lincoln Financial Group April 2004 - Present
Lincoln Financial Group April 2001 - April 2004
Allmerica Financial September 1993 - December 2000
Skills
Management, Process Improvement, Vendor Management, Change Management, Insurance, Performance Management, Succession Planning, Disaster Recovery, Strategic Planning, Relationship Management, Talent Management, Project Management, Program Management, Budgets, Risk Management, Business Analysis
Education
Trinity College-Hartford 2001 — 2007
MA, Political Science
Albertus Magnus College
BA, Social Sciences
Lincoln Financial Group April 2004 - Present
Lincoln Financial Group April 2001 - April 2004
Allmerica Financial September 1993 - December 2000
Skills
Management, Process Improvement, Vendor Management, Change Management, Insurance, Performance Management, Succession Planning, Disaster Recovery, Strategic Planning, Relationship Management, Talent Management, Project Management, Program Management, Budgets, Risk Management, Business Analysis
Education
Trinity College-Hartford 2001 — 2007
MA, Political Science
Albertus Magnus College
BA, Social Sciences
Sue Oparowski's Allmerica Financial Experience 1986 - 2002
Job IT Project Leader at BJ's Wholesale Club
Industry Computer Software
Experience
BJ's Wholesale Club 2004 - Present
Allmerica Financial 1986 - 2002
Sanders Associates 1979 - 1986
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Leadership, Software Documentation, Integration, Cross-functional Team..., Business Process, Requirements Gathering, SQL, Project Management, Information Technology, Business Intelligence, Customer Service, Project Planning, IT Strategy, Software Development, Oracle, Analysis, ERP, Process Improvement, Databases, Analytics, Microsoft Office, IT Management, Retail, Management, Change Management, E-commerce, Access, Unix, Troubleshooting, Business Process..., Team Leadership, CRM, DB2, Team Building
Education
Lesley University 1992 — 1994
MEd, Computers in Education
Bates College 1974 — 1978
BS, Math, Physics, Education
BJ's Wholesale Club 2004 - Present
Allmerica Financial 1986 - 2002
Sanders Associates 1979 - 1986
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, Leadership, Software Documentation, Integration, Cross-functional Team..., Business Process, Requirements Gathering, SQL, Project Management, Information Technology, Business Intelligence, Customer Service, Project Planning, IT Strategy, Software Development, Oracle, Analysis, ERP, Process Improvement, Databases, Analytics, Microsoft Office, IT Management, Retail, Management, Change Management, E-commerce, Access, Unix, Troubleshooting, Business Process..., Team Leadership, CRM, DB2, Team Building
Education
Lesley University 1992 — 1994
MEd, Computers in Education
Bates College 1974 — 1978
BS, Math, Physics, Education
Allan DeKoninck, PMP's Allmerica Financial Experience April 1992 - December 2000
Job State Administrative Manager PMO at State of Michigan
Industry Information Technology and Services
Experience
State of Michigan January 2011 - Present
Lansing Community College September 1981 - Present
State of Michigan June 2006 - January 2011
Keane January 2001 - June 2006
Allmerica Financial April 1992 - December 2000
Farm Bureau Insurance 1989 - 1992
Skills
Process Improvement, CMMI, Program Management, Vendor Management, PMO, Staff Development, Team Management, Project Portfolio..., Management, Data Warehousing, Project Management, Leadership, Shared Services, Leadership Development, Project Planning, PMP, Change Management, Business Process..., Government, Analysis, Outsourcing, SDLC, Six Sigma, System Administration, Visio, Information Technology, Training, Organizational..., Human Resources, Business Analysis, Software Documentation, Requirements Analysis, Policy, Strategic Planning, Team Building, Governance, Integration, Software Project..., SharePoint, IT Strategy, Data Analysis, MS Project, Management Consulting
Education
Capella University 2007 — 2010
Ph.D., Organizational Management
Central Michigan University 2002 — 2007
MSA, Leadership
Northwood University 1995 — 1999
BBA, MIS Management
The George Washington University
Masters Certificate, Project Management
State of Michigan January 2011 - Present
Lansing Community College September 1981 - Present
State of Michigan June 2006 - January 2011
Keane January 2001 - June 2006
Allmerica Financial April 1992 - December 2000
Farm Bureau Insurance 1989 - 1992
Skills
Process Improvement, CMMI, Program Management, Vendor Management, PMO, Staff Development, Team Management, Project Portfolio..., Management, Data Warehousing, Project Management, Leadership, Shared Services, Leadership Development, Project Planning, PMP, Change Management, Business Process..., Government, Analysis, Outsourcing, SDLC, Six Sigma, System Administration, Visio, Information Technology, Training, Organizational..., Human Resources, Business Analysis, Software Documentation, Requirements Analysis, Policy, Strategic Planning, Team Building, Governance, Integration, Software Project..., SharePoint, IT Strategy, Data Analysis, MS Project, Management Consulting
Education
Capella University 2007 — 2010
Ph.D., Organizational Management
Central Michigan University 2002 — 2007
MSA, Leadership
Northwood University 1995 — 1999
BBA, MIS Management
The George Washington University
Masters Certificate, Project Management
Thomas Stavrou, PMP's Allmerica Financial Experience October 2000 - October 2002
Job IT Delivery Director at BAE Systems
Industry Information Technology and Services
Experience
BAE Systems November 2013 - Present
BAE Systems IT June 2007 - November 2013
BAE Systems April 2005 - June 2007
Thomson Financial November 2002 - April 2005
Allmerica Financial October 2000 - October 2002
Skills
PMP, ITIL Certified, ITIL Service Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MBA, MIS
Bentley University 2000 — 2002
MBA, Management Info Systems
BAE Systems November 2013 - Present
BAE Systems IT June 2007 - November 2013
BAE Systems April 2005 - June 2007
Thomson Financial November 2002 - April 2005
Allmerica Financial October 2000 - October 2002
Skills
PMP, ITIL Certified, ITIL Service Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2000 — 2002
MBA, MIS
Bentley University 2000 — 2002
MBA, Management Info Systems
Ann Marie Baril's Allmerica Financial Experience 1997 - 2002
Job Project Manager at Commerce Insurance
Industry Insurance
Experience
Commerce Insurance January 2001 - Present
Allmerica Financial 1997 - 2002
Hanover Insurance Group 1997 - 1998
The Hanover Group 1997 - 1998
Education
Bryant University 1981 — 1985
Commerce Insurance January 2001 - Present
Allmerica Financial 1997 - 2002
Hanover Insurance Group 1997 - 1998
The Hanover Group 1997 - 1998
Education
Bryant University 1981 — 1985
Amy Cieszynski's Allmerica Financial Experience February 2002 - November 2003
Job Team Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management September 2014 - Present
EMC October 2010 - September 2014
MFS Investment Management December 2007 - March 2010
MFS Investment Management September 2004 - December 2007
Lincoln Financial Group February 2004 - September 2004
Allmerica Financial February 2002 - November 2003
Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance
Education
Assumption College 2010 — 2012
MBA, Finance
Assumption College 1992 — 1996
Bachelor of Arts, Sociology
Columbia Management September 2014 - Present
EMC October 2010 - September 2014
MFS Investment Management December 2007 - March 2010
MFS Investment Management September 2004 - December 2007
Lincoln Financial Group February 2004 - September 2004
Allmerica Financial February 2002 - November 2003
Skills
Mutual Funds, Financial Services, Investments, Series 6, Series 63, Series 7, Asset Management, Relationship Management, Management, Sales, Training, Fixed Income, Wealth Management, Compliance, Sales Operations, Risk Management, FINRA, Securities, Equities, Asset Allocation, Insurance
Education
Assumption College 2010 — 2012
MBA, Finance
Assumption College 1992 — 1996
Bachelor of Arts, Sociology
Ellen Everest's Allmerica Financial Experience March 1998 - April 2000
Job Accounting Manager at Kepware Technologies
Industry Accounting
Experience
Kepware Technologies September 2010 - Present
Latona Associates January 2008 - August 2010
Timberland July 2003 - November 2007
BTU International August 2000 - August 2002
Allmerica Financial March 1998 - April 2000
Skills
Hyperion Enterprise, Consolidation, HFM, Sarbanes-Oxley Act, SEC filings, US GAAP, Great Plains Software, Financial Reporting, Cost Accounting, Forecasting, Sarbanes-Oxley, SAP, Account Reconciliation, Target Costing, Financial Analysis, Budgets, General Ledger, Accounts Payable, Internal Controls, Accounting
Education
Assumption College 1998 — 2002
MBA, Finance, Accounting
Aix-Marseille Université 1996 — 1997
French
Framingham State University 1993 — 1997
BA, French, Business
Clinton High School
Kepware Technologies September 2010 - Present
Latona Associates January 2008 - August 2010
Timberland July 2003 - November 2007
BTU International August 2000 - August 2002
Allmerica Financial March 1998 - April 2000
Skills
Hyperion Enterprise, Consolidation, HFM, Sarbanes-Oxley Act, SEC filings, US GAAP, Great Plains Software, Financial Reporting, Cost Accounting, Forecasting, Sarbanes-Oxley, SAP, Account Reconciliation, Target Costing, Financial Analysis, Budgets, General Ledger, Accounts Payable, Internal Controls, Accounting
Education
Assumption College 1998 — 2002
MBA, Finance, Accounting
Aix-Marseille Université 1996 — 1997
French
Framingham State University 1993 — 1997
BA, French, Business
Clinton High School
Robert Scheinerman's Allmerica Financial Experience 2000 - 2003
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
Cheryl D'Amico's Allmerica Financial Experience April 1994 - May 1995
Job at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2010 - Present
Fidelity Investments August 2007 - November 2009
Fidelity Investments May 1995 - July 2007
Allmerica Financial April 1994 - May 1995
The Boston Company 1987 - 1991
Skills
Project Management, SDLC, Software Project..., Program Management, Vendor Management, Management, Systems Analysis, Agile Project Management, Business Analysis, Agile Methodologies, Process Improvement, Project Delivery, Project Portfolio...
Education
Bryant University 1978 — 1982
BS in BA, Systems Management with minor in Mathematics
Grafton High School 1975 — 1978
Fidelity Investments February 2010 - Present
Fidelity Investments August 2007 - November 2009
Fidelity Investments May 1995 - July 2007
Allmerica Financial April 1994 - May 1995
The Boston Company 1987 - 1991
Skills
Project Management, SDLC, Software Project..., Program Management, Vendor Management, Management, Systems Analysis, Agile Project Management, Business Analysis, Agile Methodologies, Process Improvement, Project Delivery, Project Portfolio...
Education
Bryant University 1978 — 1982
BS in BA, Systems Management with minor in Mathematics
Grafton High School 1975 — 1978
Mark McManus's Allmerica Financial Experience 1993 - 1996
Job Regional Manager, Applications Sales at Oracle
Industry Information Technology and Services
Experience
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Oracle September 2015 - Present
Oracle May 2012 - Present
The McManus Group August 2009 - May 2012
Plan Sponsor Advisors March 2010 - January 2011
Enterprise Iron March 2008 - August 2009
CitiStreet 2002 - 2008
Fidelity Investments 1996 - 2002
Allmerica Financial 1993 - 1996
Skills
Business Analysis, Business Performance..., Financial Services, Vendor Management, Process Improvement, Endeca, CRM, Relationship Management, Business Intelligence, Business Process..., SDLC, Business Requirements, Requirements Analysis, Requirements Gathering, Project Management, Strategic Planning, Account Management, Sales, Business Process..., Program Management, Analytics, Professional Services, Enterprise Software, Business Strategy, Analysis, Consulting
Education
Boston University - School of Management 1997 — 1998
MBA
Fitchburg State University
BA, Business and Marketing
Julie Merrill-Wisell's Allmerica Financial Experience 1994 - 2000
Job Assistant Director of Purchasing at UMass Medical School
Industry Higher Education
Experience
UMass Medical School March 2000 - Present
Allmerica Financial 1994 - 2000
Education
Fitchburg State University 1978 — 1980
BA, Business Administration
Bridgewater State University 1974 — 1976
Special Education
UMass Medical School March 2000 - Present
Allmerica Financial 1994 - 2000
Education
Fitchburg State University 1978 — 1980
BA, Business Administration
Bridgewater State University 1974 — 1976
Special Education
Justine Celentano's Allmerica Financial Experience 1984 - 1998
Job Director, Client Services at Mercer
Industry Financial Services
Experience
Mercer October 1998 - Present
Putnam Investments 1987 - 2005
Allmerica Financial 1984 - 1998
Skills
Defined Benefit, 401k, ERISA, Pension Administration, Defined Contribution, Pensions
Education
Bowdoin College 1978 — 1982
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Mercer October 1998 - Present
Putnam Investments 1987 - 2005
Allmerica Financial 1984 - 1998
Skills
Defined Benefit, 401k, ERISA, Pension Administration, Defined Contribution, Pensions
Education
Bowdoin College 1978 — 1982
Bachelor of Science (BS), Physiological Psychology/Psychobiology
Patty Joyce's Allmerica Financial Experience August 1996 - September 2002
Job Senior Regulatory Compliance Analyst at Patriot National, Inc.
Industry Financial Services
Experience
Patriot National, Inc. April 2014 - Present
Universal Insurance Services February 2005 - March 2014
Mass Mutual January 2003 - December 2004
Allmerica Financial August 1996 - September 2002
Skills
Customer Service, Term Life Insurance, Insurance, Fixed Annuities, Life Insurance, New Business Development, Strategic Planning, Retirement Planning, Team Building, Universal Life
Education
Becker College 2002 — 2004
Bachelors, Business
Patriot National, Inc. April 2014 - Present
Universal Insurance Services February 2005 - March 2014
Mass Mutual January 2003 - December 2004
Allmerica Financial August 1996 - September 2002
Skills
Customer Service, Term Life Insurance, Insurance, Fixed Annuities, Life Insurance, New Business Development, Strategic Planning, Retirement Planning, Team Building, Universal Life
Education
Becker College 2002 — 2004
Bachelors, Business
Gail Choiniere's Allmerica Financial Experience 1986 - 1998
Job Leave Administration/Total Absence Management
Industry Utilities
Experience
Eversource Energy 2010 - Present
Liberty Mutual Insurance 1998 - 2010
Allmerica Financial 1986 - 1998
Skills
Process Improvement, Risk Management, Account Management, Employee Benefits, Contract Negotiation
Education
Bentley University 1981 — 1985
Bachelors, Economics/Finance
Eversource Energy 2010 - Present
Liberty Mutual Insurance 1998 - 2010
Allmerica Financial 1986 - 1998
Skills
Process Improvement, Risk Management, Account Management, Employee Benefits, Contract Negotiation
Education
Bentley University 1981 — 1985
Bachelors, Economics/Finance
Michael Ardagna's Allmerica Financial Experience 1990 - 1996
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
Lynne Flanagan Tsombakos's Allmerica Financial Experience 1997 - 2000
Job Therapeutic Outreach Parent Coach at Youth Opportunities Upheld, Inc. (YOU, Inc.)
Industry Civic & Social Organization
Experience
Youth Opportunities Upheld, Inc. (YOU, Inc.) October 2011 - Present
Consultant - Non-profit organizations February 2011 - Present
Women's Initiative of United Way 2009 - Present
Girls Incorporated 2006 - February 2011
Junior League of Worcester 1994 - 2011
Womens Initiative of United Way 2006 - 2010
Allmerica Financial 1997 - 2000
Paul Revere Insurance Co. 1989 - 1997
Skills
Program Development, Grant Writing, Community Outreach, Non-profits, Research, Program Management, Strategic Planning, Program Evaluation, Fundraising, Conflict Resolution, Volunteer Management, Workshop Facilitation, Nonprofits, Training, Community Development, Grants, Social Services
Education
Anna Maria College 2005 — 2007
MA, Counseling Psychology
University of New Hampshire 1985 — 1989
BS, Business, Psychology
Shrewsbury High School 1981 — 1985
Youth Opportunities Upheld, Inc. (YOU, Inc.) October 2011 - Present
Consultant - Non-profit organizations February 2011 - Present
Women's Initiative of United Way 2009 - Present
Girls Incorporated 2006 - February 2011
Junior League of Worcester 1994 - 2011
Womens Initiative of United Way 2006 - 2010
Allmerica Financial 1997 - 2000
Paul Revere Insurance Co. 1989 - 1997
Skills
Program Development, Grant Writing, Community Outreach, Non-profits, Research, Program Management, Strategic Planning, Program Evaluation, Fundraising, Conflict Resolution, Volunteer Management, Workshop Facilitation, Nonprofits, Training, Community Development, Grants, Social Services
Education
Anna Maria College 2005 — 2007
MA, Counseling Psychology
University of New Hampshire 1985 — 1989
BS, Business, Psychology
Shrewsbury High School 1981 — 1985
Joseph Prince's Allmerica Financial Experience 2002 - 2005
Job Information Systems Security Manager at BAE Systems
Industry Information Technology and Services
Experience
BAE Systems December 2008 - Present
WaveMark September 2008 - November 2008
LogMeIn 2006 - 2008
Hanover Insurance 2003 - 2005
Allmerica Financial 2002 - 2005
Skills
Information Assurance, IT Support and Security, Access, Testing, Windows, Linux, Unix, Visio, XML, HTML, Project Management, Java, Active Directory, Integration, Security
Education
Capitol College 2010 — 2012
Master's degree, Computer and Information Systems Security/Information Assurance
Nichols College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
BAE Systems December 2008 - Present
WaveMark September 2008 - November 2008
LogMeIn 2006 - 2008
Hanover Insurance 2003 - 2005
Allmerica Financial 2002 - 2005
Skills
Information Assurance, IT Support and Security, Access, Testing, Windows, Linux, Unix, Visio, XML, HTML, Project Management, Java, Active Directory, Integration, Security
Education
Capitol College 2010 — 2012
Master's degree, Computer and Information Systems Security/Information Assurance
Nichols College 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lorna Mangano's Allmerica Financial Experience May 1991 - November 2001
Job Assistant Business Manager / Financial Aid Administrator at Vocational Regional School District
Industry Insurance
Experience
Vocational Regional Technical School November 2010 - Present
Hanover Insurance Group December 2001 - December 2009
Allmerica Financial May 1991 - November 2001
State Mutual Life Assurance Company April 1988 - April 1991
State Mutual Life Assurance Company December 1984 - March 1988
Skills
Insurance, Accounting, General Ledger, Finance, Payroll, Financial Analysis, Financial Reporting, Strategic Financial..., Access, Auditing, Employee Benefits, Financial Modeling, Process Improvement
Education
Bryant University
BSBA, Accounting
Vocational Regional Technical School November 2010 - Present
Hanover Insurance Group December 2001 - December 2009
Allmerica Financial May 1991 - November 2001
State Mutual Life Assurance Company April 1988 - April 1991
State Mutual Life Assurance Company December 1984 - March 1988
Skills
Insurance, Accounting, General Ledger, Finance, Payroll, Financial Analysis, Financial Reporting, Strategic Financial..., Access, Auditing, Employee Benefits, Financial Modeling, Process Improvement
Education
Bryant University
BSBA, Accounting
Wanda F. Patton's Allmerica Financial Experience August 1994 - April 1996
Job Partner at Nola Patton Design Collaborative
Industry Design
Experience
Nola Patton Design Collaborative January 2003 - Present
Haworth May 2001 - December 2001
Corporate Interiors February 2000 - March 2001
Workspace Designs April 1996 - February 2000
Allmerica Financial August 1994 - April 1996
Education
New England School of Art & Design 1982 — 1984
Interior Design
Boston University 1976 — 1977
M.S., Social Work
MacMurray College 1972 — 1976
BS, Psych/Soc
Nola Patton Design Collaborative January 2003 - Present
Haworth May 2001 - December 2001
Corporate Interiors February 2000 - March 2001
Workspace Designs April 1996 - February 2000
Allmerica Financial August 1994 - April 1996
Education
New England School of Art & Design 1982 — 1984
Interior Design
Boston University 1976 — 1977
M.S., Social Work
MacMurray College 1972 — 1976
BS, Psych/Soc
Tina Hayes (a.k.a Christina Jew)'s Allmerica Financial Experience 1992 - 2000
Job Sr Systems Analyst at Symetra Financial
Industry Information Technology and Services
Experience
Symetra Financial September 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Sun Life Financial May 2012 - May 2014
Sun Life Financial August 2005 - May 2012
Family Health Center of Worcester 2004 - 2005
The Mathworks 2000 - 2003
Allmerica Financial 1992 - 2000
State Mutual Life Assurance Co. 1986 - 1992
Skills
Actuarial Science, SDLC, SQL, Requirements Analysis, Requirements Gathering, Software Development, Microsoft SQL Server, Systems Analysis, Business Analysis, Software Project..., Databases, Visio, Calculations, Microsoft Office, Mainframe, Business Requirements, Project Management, Quality Assurance
Education
Anna Maria College 1982 — 1986
BS, Computer Science
Symetra Financial September 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Sun Life Financial May 2012 - May 2014
Sun Life Financial August 2005 - May 2012
Family Health Center of Worcester 2004 - 2005
The Mathworks 2000 - 2003
Allmerica Financial 1992 - 2000
State Mutual Life Assurance Co. 1986 - 1992
Skills
Actuarial Science, SDLC, SQL, Requirements Analysis, Requirements Gathering, Software Development, Microsoft SQL Server, Systems Analysis, Business Analysis, Software Project..., Databases, Visio, Calculations, Microsoft Office, Mainframe, Business Requirements, Project Management, Quality Assurance
Education
Anna Maria College 1982 — 1986
BS, Computer Science
Dianne Buehler's Allmerica Financial Experience 2001 - 2002
Job Library Aide at Blackstone Public Library
Industry Marketing and Advertising
Experience
Blackstone Public Library December 2012 - Present
Staples 2002 - 2003
Allmerica Financial 2001 - 2002
Compaq 1998 - 2001
Microcom, Inc Acquired by Compaq 1997 - 1998
Human Services Management Corporation 1996 - 1997
Skills
Editing, Product Marketing, Marketing, Project Management, PowerPoint, Public Relations, Advertising, Adobe Acrobat, Customer Service, Microsoft Word, Microsoft Excel, Graphic Design, Online Marketing, Event Planning, Web Design, Marketing Strategy, Management, Training
Education
Bridgewater State University 1992 — 1996
Bachelor of Arts, Communication Arts and Sciences
Blackstone Public Library December 2012 - Present
Staples 2002 - 2003
Allmerica Financial 2001 - 2002
Compaq 1998 - 2001
Microcom, Inc Acquired by Compaq 1997 - 1998
Human Services Management Corporation 1996 - 1997
Skills
Editing, Product Marketing, Marketing, Project Management, PowerPoint, Public Relations, Advertising, Adobe Acrobat, Customer Service, Microsoft Word, Microsoft Excel, Graphic Design, Online Marketing, Event Planning, Web Design, Marketing Strategy, Management, Training
Education
Bridgewater State University 1992 — 1996
Bachelor of Arts, Communication Arts and Sciences
Michael Brodeur's Allmerica Financial Experience September 1998 - April 2003
Job President at M&O
Industry Information Services
Experience
M&O January 2009 - Present
MML Investor Services, Inc 2005 - 2009
MML Investors Services, Inc. 2004 - 2009
MassMutual Financial Group January 2004 - February 2008
Fidelity Investments 2003 - 2004
Allmerica Financial September 1998 - April 2003
Barry Murphy Co., Inc. 1990 - 1992
Skills
Insurance, Operations Management, P&L Management, Strategic Planning, Compliance, Software Project..., Project Delivery, Software Development
Education
Bryant University 1999 — 2002
MBA, Operations Management
College of the Holy Cross 1987 — 1990
BA, Mathematics
White Mountains Regional High School 1982 — 1986
High School Diploma
M&O January 2009 - Present
MML Investor Services, Inc 2005 - 2009
MML Investors Services, Inc. 2004 - 2009
MassMutual Financial Group January 2004 - February 2008
Fidelity Investments 2003 - 2004
Allmerica Financial September 1998 - April 2003
Barry Murphy Co., Inc. 1990 - 1992
Skills
Insurance, Operations Management, P&L Management, Strategic Planning, Compliance, Software Project..., Project Delivery, Software Development
Education
Bryant University 1999 — 2002
MBA, Operations Management
College of the Holy Cross 1987 — 1990
BA, Mathematics
White Mountains Regional High School 1982 — 1986
High School Diploma
Kim Guertin's Allmerica Financial Experience April 1999 - August 2006
Job Sr. QA Engineer at Fidelity Investments
Industry Information Services
Experience
Fidelity Investments August 2012 - Present
LeapFrog Systems September 2006 - October 2012
Allmerica Financial April 1999 - August 2006
Allmerica Financial/Hanonver Insurance 1999 - 2005
CGT 1986 - 1998
CGT 1986 - 1998
Consolidated Group 1986 - 1998
Skills
SDLC, Business Requirements, Quality Assurance, Testing, Requirements Analysis, Requirements Gathering, Waterfall, Agile Methodologies, Software Quality..., SQL, Software Project...
Education
Becker College 1993 — 1996
BA, Business Administration
Mount Washington College 1984 — 1985
Travel & Tourism
Grafton High School 1980 — 1984
Fidelity Investments August 2012 - Present
LeapFrog Systems September 2006 - October 2012
Allmerica Financial April 1999 - August 2006
Allmerica Financial/Hanonver Insurance 1999 - 2005
CGT 1986 - 1998
CGT 1986 - 1998
Consolidated Group 1986 - 1998
Skills
SDLC, Business Requirements, Quality Assurance, Testing, Requirements Analysis, Requirements Gathering, Waterfall, Agile Methodologies, Software Quality..., SQL, Software Project...
Education
Becker College 1993 — 1996
BA, Business Administration
Mount Washington College 1984 — 1985
Travel & Tourism
Grafton High School 1980 — 1984
Christine Nugent's Allmerica Financial Experience 2002 - 2003
Job at
Industry Insurance
Experience
Tufts Health Plan February 2013 - Present
Fallon Community Health Plan 2005 - Present
Allmerica Financial 2002 - 2003
Allmerica Financial 1997 - 2002
Allmerica Financial 1995 - 1997
Allmerica Financial 1986 - 1995
Skills
Product Management, Healthcare Legislative..., Product Training, Presentations, Marketing Communications, Contract Management, Product Quality, Communication Skills, Analysis, Business Process..., Insurance, Leadership, Management, Marketing, Program Management, Training, Business Analysis, Vendor Management, Managed Care, Health Insurance
Education
Assumption College
Bachelor's degree, Business Management, 3.4 GPA
Quinsigamond Community College
Associate's degree, Business Technology, 3.5 GPA
Bryant University
Project Management Certificate Program
Academy of Healthcare Management
Professional, Academy for Healthcare Management (PAHM)
Burncoat High School
Tufts Health Plan February 2013 - Present
Fallon Community Health Plan 2005 - Present
Allmerica Financial 2002 - 2003
Allmerica Financial 1997 - 2002
Allmerica Financial 1995 - 1997
Allmerica Financial 1986 - 1995
Skills
Product Management, Healthcare Legislative..., Product Training, Presentations, Marketing Communications, Contract Management, Product Quality, Communication Skills, Analysis, Business Process..., Insurance, Leadership, Management, Marketing, Program Management, Training, Business Analysis, Vendor Management, Managed Care, Health Insurance
Education
Assumption College
Bachelor's degree, Business Management, 3.4 GPA
Quinsigamond Community College
Associate's degree, Business Technology, 3.5 GPA
Bryant University
Project Management Certificate Program
Academy of Healthcare Management
Professional, Academy for Healthcare Management (PAHM)
Burncoat High School
John MacPhee's Allmerica Financial Experience 1989 - 1992
Job LUXX Cape Cod, LLC; Regional Sales Vice President
Industry Online Media
Experience
LUXX Cape Cod, LLC January 2015 - Present
AspenCross Financial Group March 2011 - March 2014
Lincoln Financial Distributors 2006 - 2008
Allmerica Financial 1989 - 1992
Education
Bates College 1985 — 1989
Bachelor’s Degree, Geology
LUXX Cape Cod, LLC January 2015 - Present
AspenCross Financial Group March 2011 - March 2014
Lincoln Financial Distributors 2006 - 2008
Allmerica Financial 1989 - 1992
Education
Bates College 1985 — 1989
Bachelor’s Degree, Geology
Sarah Latorre's Allmerica Financial Experience 1998 - 2005
Job Director of Physician Marketing Services at UMass Memorial Medical Center
Industry Hospital & Health Care
Experience
UMass Memorial Medical Center May 2011 - Present
Public Sector Partners, Inc. April 2010 - July 2011
Commonwealth Annuity 2005 - June 2010
Allmerica Financial 1998 - 2005
Skills
Healthcare, Healthcare Information..., Process Improvement, Insurance, Strategic Planning, Project Management, Budgets, Healthcare Management, Event Planning, Program Management, Vendor Management, Change Management, Program Development, Visio, Microsoft Office, Business Analysis, Access, Risk Management, Marketing Communications, Internal Communications
Education
Becker College
BSBA
UMass Memorial Medical Center May 2011 - Present
Public Sector Partners, Inc. April 2010 - July 2011
Commonwealth Annuity 2005 - June 2010
Allmerica Financial 1998 - 2005
Skills
Healthcare, Healthcare Information..., Process Improvement, Insurance, Strategic Planning, Project Management, Budgets, Healthcare Management, Event Planning, Program Management, Vendor Management, Change Management, Program Development, Visio, Microsoft Office, Business Analysis, Access, Risk Management, Marketing Communications, Internal Communications
Education
Becker College
BSBA
Eileen Contois's Allmerica Financial Experience 1988 - 2005
Job Director at Hanover Insurance
Industry Insurance
Experience
Hanover Insurance November 1988 - Present
Hanover Insurance Group 2007 - 2009
Allmerica Financial 1988 - 2005
Skills
Vendor Management, Change Management, Business Analysis, Insurance, IT Strategy, Process Improvement, General Insurance, Underwriting, Property & Casualty..., Risk Management, SDLC, Financial Services, Business Process..., Requirements Gathering, Project Portfolio..., Leadership
Education
Assumption College 1984 — 1988
BA, Business Management
Hanover Insurance November 1988 - Present
Hanover Insurance Group 2007 - 2009
Allmerica Financial 1988 - 2005
Skills
Vendor Management, Change Management, Business Analysis, Insurance, IT Strategy, Process Improvement, General Insurance, Underwriting, Property & Casualty..., Risk Management, SDLC, Financial Services, Business Process..., Requirements Gathering, Project Portfolio..., Leadership
Education
Assumption College 1984 — 1988
BA, Business Management
Alison Putnam's Allmerica Financial Experience 1995 - 2000
Job Washington Humane Society: Director Executive Offices
Industry Nonprofit Organization Management
Experience
Washington Humane Society 2014 - Present
Hero Dogs, Inc. March 2011 - Present
People Animals Love 2014 - Present
Principal Financial Group 2001 - May 2014
SunTrust Bank 2000 - 2001
Allmerica Financial 1995 - 2000
Bank of America (formerly NationsBank) 1991 - 1995
Additional Experience 1984 - 1991
Skills
Customer Presentations, Retirement Plan..., Non-profits, SharePoint, Investments, Accounting, Customer Negotiations, Project Management, Fiduciary Expertise, Compliance, Conflict Management, Training, Defined Benefit, Leadership, Strategic Financial..., Strategy, Management, Retirement Planning, Negotiation, Asset Allocation, 401k, Nonprofits, Employee Benefits, Pensions, Business Development, ERISA, Business Planning, Financial Services, Fiduciary, Retirement, CRM
Education
Humane Society University 2012 — 2015
Master's Certificate, Animal Policy and Advocacy
American University - Kogod School of Business
MS, Accounting
Goucher College
BA, Economics
Washington Humane Society 2014 - Present
Hero Dogs, Inc. March 2011 - Present
People Animals Love 2014 - Present
Principal Financial Group 2001 - May 2014
SunTrust Bank 2000 - 2001
Allmerica Financial 1995 - 2000
Bank of America (formerly NationsBank) 1991 - 1995
Additional Experience 1984 - 1991
Skills
Customer Presentations, Retirement Plan..., Non-profits, SharePoint, Investments, Accounting, Customer Negotiations, Project Management, Fiduciary Expertise, Compliance, Conflict Management, Training, Defined Benefit, Leadership, Strategic Financial..., Strategy, Management, Retirement Planning, Negotiation, Asset Allocation, 401k, Nonprofits, Employee Benefits, Pensions, Business Development, ERISA, Business Planning, Financial Services, Fiduciary, Retirement, CRM
Education
Humane Society University 2012 — 2015
Master's Certificate, Animal Policy and Advocacy
American University - Kogod School of Business
MS, Accounting
Goucher College
BA, Economics
David Manion, CPA, CGMA, MST's Allmerica Financial Experience July 2003 - August 2004
Job Assistant Treasurer & Senior Director John Hancock Funds
Industry Investment Management
Experience
John Hancock Funds February 2008 - Present
State Street Bank / Investors Bank & Trust Company May 2006 - February 2008
KPMG LLP August 2004 - May 2006
Allmerica Financial July 2003 - August 2004
KPMG LLP February 2000 - July 2003
Investors Bank & Trust May 1999 - February 2000
Chevy Chase Bank July 1997 - May 1999
Frank & Company, p.c. October 1996 - July 1997
Cahners Publishing March 1996 - September 1996
Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Bentley University 2010 — 2013
Master's Degree, Taxation
Northeastern University
BSBA, Accounting
John Hancock Funds February 2008 - Present
State Street Bank / Investors Bank & Trust Company May 2006 - February 2008
KPMG LLP August 2004 - May 2006
Allmerica Financial July 2003 - August 2004
KPMG LLP February 2000 - July 2003
Investors Bank & Trust May 1999 - February 2000
Chevy Chase Bank July 1997 - May 1999
Frank & Company, p.c. October 1996 - July 1997
Cahners Publishing March 1996 - September 1996
Skills
Big 4, Accounting Research, Technical Accounting, SEC filings, US GAAP, Audit, Accounting Policy, Mutual Funds, Accounting, Financial Reporting, Internal Audit, Investments, SEC reporting, SOX, Internal Controls, Auditing, CPA, Assurance, GAAP, External Audit, Risk Management, SAS70, Cash Flow, Financial Risk, Sarbanes-Oxley, Financial Statements, Financial Services, Risk Assessment, Fund Administration, Fund Accounting, Securities, Strategic Financial..., Sarbanes-Oxley Act, Financial Planning
Education
Bentley University 2010 — 2013
Master's Degree, Taxation
Northeastern University
BSBA, Accounting
Bert Goldberg's Allmerica Financial Experience April 1977 - December 2003
Job Registered Representative at LifeMark Securities Corp
Industry Investment Management
Experience
LifeMark Securities Corp January 2007 - Present
Allmerica Financial April 1977 - December 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Series 7, Term Life Insurance, Estate Planning, 401k, Securities, Series 63, Series 6, Asset Allocation, Investment Advisory, Long-term Care, Long Term Care Insurance, IRAs, 401k Rollovers, Medicare Advantage, Medicare Part D, Medicare Supplements, Series 22, Money Market Funds, Equity Indexed Annuities, Variable Annuities, Brokerage, ETFs, Unit Investment Trusts, Managed Accounts, 529 Plans, REIT, Whole Life, Single Premium Life..., Universal Life, Federal Marketplace..., Employee Benefits, Business Planning
Education
Boston University 1966 — 1972
Public Relations
Brookline High School 1963 — 1966
LifeMark Securities Corp January 2007 - Present
Allmerica Financial April 1977 - December 2003
Skills
Fixed Annuities, Mutual Funds, Insurance, Disability Insurance, Retirement Planning, Retirement, Investments, Series 7, Term Life Insurance, Estate Planning, 401k, Securities, Series 63, Series 6, Asset Allocation, Investment Advisory, Long-term Care, Long Term Care Insurance, IRAs, 401k Rollovers, Medicare Advantage, Medicare Part D, Medicare Supplements, Series 22, Money Market Funds, Equity Indexed Annuities, Variable Annuities, Brokerage, ETFs, Unit Investment Trusts, Managed Accounts, 529 Plans, REIT, Whole Life, Single Premium Life..., Universal Life, Federal Marketplace..., Employee Benefits, Business Planning
Education
Boston University 1966 — 1972
Public Relations
Brookline High School 1963 — 1966
Ruth Forbes's Allmerica Financial Experience August 1999 - September 2003
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
KNF&T Staffing June 2009 - July 2009
UMass Billing Department March 2009 - May 2009
Complete Staffing March 2008 - September 2008
Northeast Insurance Agency, Inc. September 2004 - August 2007
Allmerica Financial August 1999 - September 2003
UMass Medical Center-Program in Molecular Medicine November 1994 - November 1998
Education
Worcester Public-Adult Continuing Education 2009 — 2009
Certificate, Medical Office Services
Clark University 2004 — 2004
Certificate, Medical Coding & Billing
Becker College 1993 — 1995
Certificate, Medical Information Services Specialist
Burdett School (closed 1999) 1980 — 1981
Certificate, Executive Secretarial
Tahanto Regional High School 1975 — 1980
Diploma, College Preparatory
KNF&T Staffing June 2009 - July 2009
UMass Billing Department March 2009 - May 2009
Complete Staffing March 2008 - September 2008
Northeast Insurance Agency, Inc. September 2004 - August 2007
Allmerica Financial August 1999 - September 2003
UMass Medical Center-Program in Molecular Medicine November 1994 - November 1998
Education
Worcester Public-Adult Continuing Education 2009 — 2009
Certificate, Medical Office Services
Clark University 2004 — 2004
Certificate, Medical Coding & Billing
Becker College 1993 — 1995
Certificate, Medical Information Services Specialist
Burdett School (closed 1999) 1980 — 1981
Certificate, Executive Secretarial
Tahanto Regional High School 1975 — 1980
Diploma, College Preparatory
Jim Mattera's Allmerica Financial Experience September 1983 - September 1998
Job Regional Director at CBIZ Retirement Plan Services
Industry Financial Services
Experience
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
CBIZ Retirement Services September 2012 - Present
ICMA-RC 2005 - January 2012
Fidelity Investments October 1998 - August 2004
Allmerica Financial September 1983 - September 1998
New England Life January 1981 - August 1983
Lincoln National August 1976 - December 1980
Skills
Pensions, Series 7, Asset Management, Investments, Strategic Planning, 401k, Customer Relations, Retirement Planning, Negotiation, New Business Development, Sales Management, Employee Benefits, Mutual Funds, Retirement, Financial Services, Asset Allocation, Customer Service, Defined Contribution, Fixed Annuities, Series 63, Defined Benefit, Portfolio Management
Education
Boston College 1971 — 1973
M.A, American History
Boston College 1967 — 1971
A.B., History
Edward J. Parry lll's Allmerica Financial Experience 1996 - 2003
Job Principal at Montshire Advisors
Industry Insurance
Experience
Montshire Advisors 2011 - Present
UMass Memorial Healthcare 2001 - Present
National Life Group November 2007 - February 2010
The Hanover Insurance Group 2003 - 2007
Allmerica Financial 1996 - 2003
Allmerica Financial 1992 - 1996
Price Waterhouse Coopers 1987 - 1992
Sansiveri, Kimball & Co., L.L.P. 1985 - 1987
Ernst & Young 1982 - 1985
Price Waterhouse Coopers 1981 - 1982
Skills
Enterprise Risk..., Board Relations, Mergers & Acquisitions, Strategy, Mergers, Financial Reporting
Education
Bryant University 1977 — 1981
B.S., Business Administration
Montshire Advisors 2011 - Present
UMass Memorial Healthcare 2001 - Present
National Life Group November 2007 - February 2010
The Hanover Insurance Group 2003 - 2007
Allmerica Financial 1996 - 2003
Allmerica Financial 1992 - 1996
Price Waterhouse Coopers 1987 - 1992
Sansiveri, Kimball & Co., L.L.P. 1985 - 1987
Ernst & Young 1982 - 1985
Price Waterhouse Coopers 1981 - 1982
Skills
Enterprise Risk..., Board Relations, Mergers & Acquisitions, Strategy, Mergers, Financial Reporting
Education
Bryant University 1977 — 1981
B.S., Business Administration
Reginald Woodard's Allmerica Financial Experience December 1998 - May 2004
Job General Manager at Wyndham Hotel Group
Industry Real Estate
Experience
Wyndham Hotel Group 2013 - Present
Metro East Realty Inc. May 2001 - Present
TMX Finance 2012 - 2013
La Quinta Resort & Club 2010 - 2012
Hilton Worldwide 2006 - 2010
Allmerica Financial December 1998 - May 2004
Skills
Revenue Analysis, Hospitality, Front Office, Hospitality Industry, Department Budgeting, Forecasting, Marketing, Strategic Improvement, Problem Solving, Leadership, Profit Analysis, Hotels, Customer Satisfaction, Budgets, Yield Management, Income Statement
Education
Barney Fletcher Real Estate School
Registered Appraiser
Georgia MLS Training Institute
Georgia Broker - Real Estate
Georgia Southern University 1994 — 1998
B.S.J.S., Liberal Arts and Sciences/Liberal Studies
Albany State University
Liberal Arts and Sciences, General Studies and Humanities
TCHS
Wyndham Hotel Group 2013 - Present
Metro East Realty Inc. May 2001 - Present
TMX Finance 2012 - 2013
La Quinta Resort & Club 2010 - 2012
Hilton Worldwide 2006 - 2010
Allmerica Financial December 1998 - May 2004
Skills
Revenue Analysis, Hospitality, Front Office, Hospitality Industry, Department Budgeting, Forecasting, Marketing, Strategic Improvement, Problem Solving, Leadership, Profit Analysis, Hotels, Customer Satisfaction, Budgets, Yield Management, Income Statement
Education
Barney Fletcher Real Estate School
Registered Appraiser
Georgia MLS Training Institute
Georgia Broker - Real Estate
Georgia Southern University 1994 — 1998
B.S.J.S., Liberal Arts and Sciences/Liberal Studies
Albany State University
Liberal Arts and Sciences, General Studies and Humanities
TCHS
Paul Schechter's Allmerica Financial Experience October 1999 - January 2003
Job Vice President Agent Support Division at AAA Life Insurance Company
Industry Insurance
Experience
AAA Life Insurance Company January 2003 - Present
Allmerica Financial October 1999 - January 2003
John Hancock Life Insurance Company (U.S.A.) November 1983 - October 1999
Education
Alfred University 1976 — 1980
BA, Chemistry
AAA Life Insurance Company January 2003 - Present
Allmerica Financial October 1999 - January 2003
John Hancock Life Insurance Company (U.S.A.) November 1983 - October 1999
Education
Alfred University 1976 — 1980
BA, Chemistry
Matthew Capen's Allmerica Financial Experience 1998 - 2001
Job Internal Project Consultant at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
State Street Global Advisors January 2015 - Present
State Street May 2011 - Present
BNY Mellon November 2004 - May 2011
Investors Bank & Trust 2001 - 2004
Allmerica Financial 1998 - 2001
Skills
Business Analysis, Mutual Funds, Derivatives, Financial Analysis, Fixed Income, Financial Services, Equities, Bloomberg, Securities, Analysis
Education
Boston University - School of Management 2010 — 2014
Master of Business Administration (M.B.A.), Concentrations in Finance & Strategy and Business Analysis
Clark University
B.A., Management
Matthew Bernier's Allmerica Financial Experience February 2005 - June 2006
Job CT Administrator at The Bank of New York Mellon
Industry Financial Services
Experience
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
The Bank of New York Mellon December 2006 - December 2013
Allmerica Financial February 2005 - June 2006
Quick & Reilly May 2003 - December 2004
New England Financial July 2002 - April 2003
Skills
Financial Services, Financial Analysis, Microsoft Excel, Banking, Equities
Education
Assumption College 2008 — 2014
MASTER OF BUSINESS ADMINISTRATION (MBA), FINANCE, 3.7
Worcester State College 1998 — 2002
BACHELOR OF BUSINESS SCIENCE, BUSINESS ADMINISTRATION, 3.2
Margery Delaney's Allmerica Financial Experience 1984 - 2001
Job Insurance Professional
Industry Insurance
Experience
Liberty Tax Service February 2012 - April 2012
Allmerica Financial 1984 - 2001
Skills
Customer Service, Insurance, Vendor Management, Process Improvement, COBOL, SDLC, JCL, Panvalet, Commissioning, Agency Services, CICS, COBOLII, Assembler, VSAM, Tax Preparation
Education
Cental New England College 1983 — 1984
Certificate in Computer Programming, Computer and Information Sciences and Support Services
Boston College 1975 — 1979
Bachelor of Arts (BA), Linguistics
Liberty Tax Service February 2012 - April 2012
Allmerica Financial 1984 - 2001
Skills
Customer Service, Insurance, Vendor Management, Process Improvement, COBOL, SDLC, JCL, Panvalet, Commissioning, Agency Services, CICS, COBOLII, Assembler, VSAM, Tax Preparation
Education
Cental New England College 1983 — 1984
Certificate in Computer Programming, Computer and Information Sciences and Support Services
Boston College 1975 — 1979
Bachelor of Arts (BA), Linguistics
Salvatore Presutti, CFP®, CPA*, CLTC's Allmerica Financial Experience March 1992 - December 2004
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors December 2004 - Present
Allmerica Financial March 1992 - December 2004
Aetna Life & Casualty May 1983 - November 1990
Ernst & Whinney December 1981 - April 1983
Arthur J. Collins, CPA December 1979 - November 1981
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth Accumulation, Investment Advisory, Financial Planners, Wealth, Financial Goals, Investments, Mutual Funds, Series 7, Financial Advisory, Personal Financial..., Tax, Insurance
Education
Bentley University 1975 — 1979
B.S., Accounting
Newington High School 1971 — 1975
Lincoln Financial Advisors December 2004 - Present
Allmerica Financial March 1992 - December 2004
Aetna Life & Casualty May 1983 - November 1990
Ernst & Whinney December 1981 - April 1983
Arthur J. Collins, CPA December 1979 - November 1981
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Wealth Management, Retirement, Wealth Accumulation, Investment Advisory, Financial Planners, Wealth, Financial Goals, Investments, Mutual Funds, Series 7, Financial Advisory, Personal Financial..., Tax, Insurance
Education
Bentley University 1975 — 1979
B.S., Accounting
Newington High School 1971 — 1975
Douglas Neiman's Allmerica Financial Experience January 1998 - January 2003
Job Trade Review Principal at Voya Financial
Industry Financial Services
Experience
Voya Financial April 2015 - Present
Essex Securites September 2014 - January 2015
West Highland Investment Management January 2014 - January 2015
MassMutual Financial Group January 2004 - October 2013
Allmerica Financial January 1998 - January 2003
Hambrecht and Quist, LLC January 1996 - January 1998
Advest, Inc January 1994 - January 1996
Advest Inc January 1990 - January 1994
Skills
FINRA, Series 7, Series 24, Finance, compliance, investments, stocks, trading, trade surveillance, OSJ Inspections, Series 8, Series 53, Whole Life Insurance, Securities Regulation, investing, email surveillance, options, variable annuities, suitability review, Problem Solving, investment management, day trading, branch inspections, Technical Analysis, Continuous Improvement, Business Continuity, Investment Advisor..., Investment Advisers Act, asset allocation, branch office..., Insurance, Investments, Mutual Funds, Investment Management, Investment Advisory, Securities, Risk Management, Series 63, Trading, Compliance, Asset Allocation, Financial Services, Options
Education
Assumption College 1986 — 1990
Bachelor of Arts, Economics
Voya Financial April 2015 - Present
Essex Securites September 2014 - January 2015
West Highland Investment Management January 2014 - January 2015
MassMutual Financial Group January 2004 - October 2013
Allmerica Financial January 1998 - January 2003
Hambrecht and Quist, LLC January 1996 - January 1998
Advest, Inc January 1994 - January 1996
Advest Inc January 1990 - January 1994
Skills
FINRA, Series 7, Series 24, Finance, compliance, investments, stocks, trading, trade surveillance, OSJ Inspections, Series 8, Series 53, Whole Life Insurance, Securities Regulation, investing, email surveillance, options, variable annuities, suitability review, Problem Solving, investment management, day trading, branch inspections, Technical Analysis, Continuous Improvement, Business Continuity, Investment Advisor..., Investment Advisers Act, asset allocation, branch office..., Insurance, Investments, Mutual Funds, Investment Management, Investment Advisory, Securities, Risk Management, Series 63, Trading, Compliance, Asset Allocation, Financial Services, Options
Education
Assumption College 1986 — 1990
Bachelor of Arts, Economics
David Sackey's Allmerica Financial Experience June 2000 - July 2001
Job Actuarial Consultant
Industry Insurance
Experience
Aon Risk Solutions July 2001 - November 2014
Allmerica Financial June 2000 - July 2001
Deloitte & Touche January 1999 - June 2000
Century Life PLC September 1997 - November 1998
NatWest Markets 1995 - 1996
Skills
Insurance, Risk Management, General Insurance, Financial Risk, Reinsurance, Life Insurance, Employee Benefits, Actuarial Science, Liability, Underwriting, Claim, Professional Liability
Education
City University London 1996 — 1997
Master's Degree, Actuarial Science and Statistics
University of London 1992 — 1996
Bachelor's Degree, Mathematics and Statistics
Aon Risk Solutions July 2001 - November 2014
Allmerica Financial June 2000 - July 2001
Deloitte & Touche January 1999 - June 2000
Century Life PLC September 1997 - November 1998
NatWest Markets 1995 - 1996
Skills
Insurance, Risk Management, General Insurance, Financial Risk, Reinsurance, Life Insurance, Employee Benefits, Actuarial Science, Liability, Underwriting, Claim, Professional Liability
Education
City University London 1996 — 1997
Master's Degree, Actuarial Science and Statistics
University of London 1992 — 1996
Bachelor's Degree, Mathematics and Statistics
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO