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
David Haddad, CPCU, MCM David Haddad, CPCU, MCM's Allmerica Financial Experience March 1999 - April 2003
Job Market Conduct, DIFS
Industry Insurance
Experience
State of Michigan January 2011 - Present
MICHIGAN MILLERS MUTUAL INS. COMPANY April 2003 - November 2010
Allmerica Financial March 1999 - April 2003
Farm Bureau of Michigan February 1987 - January 1999
Auto-Owners Insurance September 1982 - February 1987
Skills
Research, Policy, Access, Customer Service, Negotiation, Insurance, Underwriting, Property & Casualty..., Public Speaking, Training, Microsoft Word, Microsoft Excel, Nonprofits, Health Insurance, Strategic Planning, Analysis, Business Analysis, Commercial Insurance, Claim, Team Building, Workers Compensation, Microsoft Office
Education
Michigan State University 1977 — 1982
Bachelor, History
State of Michigan January 2011 - Present
MICHIGAN MILLERS MUTUAL INS. COMPANY April 2003 - November 2010
Allmerica Financial March 1999 - April 2003
Farm Bureau of Michigan February 1987 - January 1999
Auto-Owners Insurance September 1982 - February 1987
Skills
Research, Policy, Access, Customer Service, Negotiation, Insurance, Underwriting, Property & Casualty..., Public Speaking, Training, Microsoft Word, Microsoft Excel, Nonprofits, Health Insurance, Strategic Planning, Analysis, Business Analysis, Commercial Insurance, Claim, Team Building, Workers Compensation, Microsoft Office
Education
Michigan State University 1977 — 1982
Bachelor, History
Tara Eisenbeis, CLTC Tara Eisenbeis, CLTC's Allmerica Financial Experience January 2001 - December 2003
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
Ameriprise Financial April 2007 - Present
Pacific Life January 2004 - March 2007
Allmerica Financial January 2001 - December 2003
Nationwide Insurance August 1995 - December 2000
Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management
Education
Corporation for Long Term Care 2015 — 2015
CLTC
Florida Institute of Technology 1999 — 2001
Financial Planning
University of Central Florida 1987 — 1989
BA, Communications
Ameriprise Financial April 2007 - Present
Pacific Life January 2004 - March 2007
Allmerica Financial January 2001 - December 2003
Nationwide Insurance August 1995 - December 2000
Skills
Asset Allocation, Estate Planning, Fixed Annuities, Insurance, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 24, Series 63, Series 7, Wealth Management
Education
Corporation for Long Term Care 2015 — 2015
CLTC
Florida Institute of Technology 1999 — 2001
Financial Planning
University of Central Florida 1987 — 1989
BA, Communications
Peter Rutman Peter Rutman's Allmerica Financial Experience May 1995 - June 1999
Job
Industry Computer Software
Experience
Workday August 2015 - Present
Workday July 2008 - Present
Oracle Corporation(by way of PeopleSoft Acquisition) July 2007 - July 2008
Oracle Corporation(by way of PeopleSoft acquisition) June 2005 - July 2007
PeopleSoft 2000 - January 2005
SuccessFactors.com June 1999 - June 2000
Allmerica Financial May 1995 - June 1999
Great-West Life June 1992 - May 1995
Skills
SaaS, Enterprise Software, Professional Services, Solution Selling, Selling, Leadership, Sales, Partner Management, Software Industry, Sales Operations, Sales Presentations, Strategy, Channel Partners, Business Development, Employee Benefits, Cold Calling, Management Consulting, Cloud Computing
Education
Denison University
B.A.
Albert-Ludwigs-Universität Freiburg im Breisgau
History
Workday August 2015 - Present
Workday July 2008 - Present
Oracle Corporation(by way of PeopleSoft Acquisition) July 2007 - July 2008
Oracle Corporation(by way of PeopleSoft acquisition) June 2005 - July 2007
PeopleSoft 2000 - January 2005
SuccessFactors.com June 1999 - June 2000
Allmerica Financial May 1995 - June 1999
Great-West Life June 1992 - May 1995
Skills
SaaS, Enterprise Software, Professional Services, Solution Selling, Selling, Leadership, Sales, Partner Management, Software Industry, Sales Operations, Sales Presentations, Strategy, Channel Partners, Business Development, Employee Benefits, Cold Calling, Management Consulting, Cloud Computing
Education
Denison University
B.A.
Albert-Ludwigs-Universität Freiburg im Breisgau
History
Peter W. Sachs Peter W. Sachs's Allmerica Financial Experience October 1981 - November 2000
Job
Industry Insurance
Experience
Educational Technology Consultancy January 2011 - Present
Greenwood international Insurance Services, Inc. June 2001 - August 2010
Allmerica Financial October 1981 - November 2000
Skills
Marketing, Outlook, Leadership, Health Insurance, Customer Service, Healthcare, Insurance, Microsoft Excel, PowerPoint, Property & Casualty..., Life Insurance, Long-term Care, Disability Insurance, Employee Benefits, Management, Underwriting, Analysis, Claim, Training, Negotiation
Education
Nichols College 1977 — 1981
Bachelor of Science (BS), Marketing
Educational Technology Consultancy January 2011 - Present
Greenwood international Insurance Services, Inc. June 2001 - August 2010
Allmerica Financial October 1981 - November 2000
Skills
Marketing, Outlook, Leadership, Health Insurance, Customer Service, Healthcare, Insurance, Microsoft Excel, PowerPoint, Property & Casualty..., Life Insurance, Long-term Care, Disability Insurance, Employee Benefits, Management, Underwriting, Analysis, Claim, Training, Negotiation
Education
Nichols College 1977 — 1981
Bachelor of Science (BS), Marketing
Nandy Serrano Nandy Serrano's Allmerica Financial Experience April 1996 - August 2002
Job CEO at Diamond Private Wealth Group
Industry Financial Services
Experience
Diamond Private Wealth Group March 2014 - Present
Diamond Wealth Management, an office of MetLife August 2002 - March 2014
Allmerica Financial April 1996 - August 2002
Skills
401k, Asset Allocation, Coaching, Disability Insurance, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Time Management, Training, Wealth Management, IRAs, Employee Benefits, Investments, Series 7, Variable Annuities, Wealth Management..., Financial Planners, Financial Analysis, Series 63, Term Life Insurance, Estate Planning, Financial Advisory, Financial Planning, Health Insurance, Long-term Care, Series 6, Wealth, Wealth Accumulation
Education
Florida State University 1990 — 1992
Bachelor of Science (BS)
Gulf Coast Community College 1988 — 1990
Associate of Arts (AA)
Diamond Private Wealth Group March 2014 - Present
Diamond Wealth Management, an office of MetLife August 2002 - March 2014
Allmerica Financial April 1996 - August 2002
Skills
401k, Asset Allocation, Coaching, Disability Insurance, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Life Insurance, Long Term Care Insurance, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Securities, Strategic Financial..., Time Management, Training, Wealth Management, IRAs, Employee Benefits, Investments, Series 7, Variable Annuities, Wealth Management..., Financial Planners, Financial Analysis, Series 63, Term Life Insurance, Estate Planning, Financial Advisory, Financial Planning, Health Insurance, Long-term Care, Series 6, Wealth, Wealth Accumulation
Education
Florida State University 1990 — 1992
Bachelor of Science (BS)
Gulf Coast Community College 1988 — 1990
Associate of Arts (AA)
Hector N Torres Jr Hector N Torres Jr's Allmerica Financial Experience November 1999 - November 2002
Job Sales Professional
Industry Consumer Services
Experience
Montrose Mazda November 2012 - May 2013
AT&T Mobility January 2005 - March 2008
Allmerica Financial November 1999 - November 2002
FrequencyMusic May 1996 - June 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Social Media, Personal Training, Capoeira, Microsoft Word, Social Networking, Sales, Account Management, Inventory Management
Education
The University of Akron 2011 — 2012
Master's degree, Sports Wellness and Exercise Physiology, 3.37
Framingham State College 1995 — 2005
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Montrose Mazda November 2012 - May 2013
AT&T Mobility January 2005 - March 2008
Allmerica Financial November 1999 - November 2002
FrequencyMusic May 1996 - June 1998
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Research, Social Media, Personal Training, Capoeira, Microsoft Word, Social Networking, Sales, Account Management, Inventory Management
Education
The University of Akron 2011 — 2012
Master's degree, Sports Wellness and Exercise Physiology, 3.37
Framingham State College 1995 — 2005
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Geoffrey Merrill, MBA Geoffrey Merrill, MBA's Allmerica Financial Experience 1993 - 1995
Job Risk Management Executive Management Investment Management
Industry Financial Services
Experience
GGM Investments March 2014 - Present
New York Life Insurance Company March 2010 - March 2014
GGM Investments April 2001 - December 2009
Mellon Bank 1995 - 2000
Allmerica Financial 1993 - 1995
Fidelity Investments 1990 - 1993
First National Bank of Chicago 1984 - 1990
Skills
Strategy, Management, Analysis, Finance, Risk Management, Strategic Planning, Investments, Financial Services, Leadership, Portfolio Management, Financial Planning, Banking, Securities, Mutual Funds, Sales, Financial Modeling, Team Leadership, Financial Risk, Business Strategy, Business Planning, Marketing Strategy, Credit, Investment Strategies, Financial Analysis, Operations Management
Education
Amos Tuck School, Dartmouth College
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Denison University
Bachelor of Arts (B.A.), English History, 3.27
GGM Investments March 2014 - Present
New York Life Insurance Company March 2010 - March 2014
GGM Investments April 2001 - December 2009
Mellon Bank 1995 - 2000
Allmerica Financial 1993 - 1995
Fidelity Investments 1990 - 1993
First National Bank of Chicago 1984 - 1990
Skills
Strategy, Management, Analysis, Finance, Risk Management, Strategic Planning, Investments, Financial Services, Leadership, Portfolio Management, Financial Planning, Banking, Securities, Mutual Funds, Sales, Financial Modeling, Team Leadership, Financial Risk, Business Strategy, Business Planning, Marketing Strategy, Credit, Investment Strategies, Financial Analysis, Operations Management
Education
Amos Tuck School, Dartmouth College
Master of Business Administration (M.B.A.), Corporate Finance and Accounting
Denison University
Bachelor of Arts (B.A.), English History, 3.27
keith cusack keith cusack's Allmerica Financial Experience October 2000 - 2002
Job Financial Advisor at Cetera Advisor Networks, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks May 2012 - Present
Raymond James Financial Services November 2002 - February 2010
Allmerica Financial October 2000 - 2002
Rapley / VECO Engineering December 1995 - September 2000
Education
Colorado School of Mines 1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering
Golden High School 1982 — 1985
Cetera Advisor Networks May 2012 - Present
Raymond James Financial Services November 2002 - February 2010
Allmerica Financial October 2000 - 2002
Rapley / VECO Engineering December 1995 - September 2000
Education
Colorado School of Mines 1986 — 1991
Bachelor of Science (Engeering), Mechanical and Electrical Engineering
Golden High School 1982 — 1985
Nancy Russo Reed, PMP Nancy Russo Reed, PMP's Allmerica Financial Experience 1994 - 1998
Job Program Manager at XL Catlin
Industry Insurance
Experience
XL Catlin July 2015 - Present
XL Catlin March 2014 - July 2015
Catlin November 2013 - March 2014
Access Insurance Holdings, Inc. December 2009 - March 2013
Access Insurance Holdings, Inc September 2007 - November 2009
Ethicon 2000 - 2006
AIG 1998 - 2000
Allmerica Financial 1994 - 1998
CIGNA 1982 - 1993
Skills
Employee Benefits, Insurance, Underwriting, Property & Casualty..., Cross-functional Team..., Leadership, Process Improvement, Business Analysis, Call Centers, Analysis, Commercial Insurance, Strategic Planning, Project Management, Business Process..., Risk Management, CRM, Training, Program Management, Finance, SDLC, Strategy, HTML 5, Web Content, CSS, Enterprise Software, Software Quality..., Operational Excellence, Start-ups, Sales, Access, Business Strategy, Change Management, Casualty, Management
Education
Drexel University - College of Business and Administration
MBA, Finance, General
Temple University - Fox School of Business and Management
BBA, Insurance and Risk
XL Catlin July 2015 - Present
XL Catlin March 2014 - July 2015
Catlin November 2013 - March 2014
Access Insurance Holdings, Inc. December 2009 - March 2013
Access Insurance Holdings, Inc September 2007 - November 2009
Ethicon 2000 - 2006
AIG 1998 - 2000
Allmerica Financial 1994 - 1998
CIGNA 1982 - 1993
Skills
Employee Benefits, Insurance, Underwriting, Property & Casualty..., Cross-functional Team..., Leadership, Process Improvement, Business Analysis, Call Centers, Analysis, Commercial Insurance, Strategic Planning, Project Management, Business Process..., Risk Management, CRM, Training, Program Management, Finance, SDLC, Strategy, HTML 5, Web Content, CSS, Enterprise Software, Software Quality..., Operational Excellence, Start-ups, Sales, Access, Business Strategy, Change Management, Casualty, Management
Education
Drexel University - College of Business and Administration
MBA, Finance, General
Temple University - Fox School of Business and Management
BBA, Insurance and Risk
Scott Yanker, CFP® Scott Yanker, CFP®'s Allmerica Financial Experience January 1984 - November 2003
Job Owner, The Yanker Group
Industry Financial Services
Experience
The Yanker Group January 1984 - Present
Allmerica Financial January 1984 - November 2003
Education
Institute of Business and Finance 1994 — 1994
CFS, Certified Fund Specialist
College for Financial Planning 1985 — 1987
Scott Yanker, CERTIFIED FINANCIAL PLANNER TM, Financial Planning
Southeast Missouri State University 1979 — 1983
B.S., Finance
bishop dubuorg
The Yanker Group January 1984 - Present
Allmerica Financial January 1984 - November 2003
Education
Institute of Business and Finance 1994 — 1994
CFS, Certified Fund Specialist
College for Financial Planning 1985 — 1987
Scott Yanker, CERTIFIED FINANCIAL PLANNER TM, Financial Planning
Southeast Missouri State University 1979 — 1983
B.S., Finance
bishop dubuorg
Hope Anderson Hope Anderson's Allmerica Financial Experience 1989 - 1999
Job Teacher at Narragansett High School
Industry Education Management
Experience
Narragansett High School September 2007 - Present
Narragansett Pier School September 2013 - August 2014
Allmerica Financial 1989 - 1999
Skills
Lesson Planning, Teaching, Differentiated..., Classroom Management, Academic Tutoring, Educational Leadership, Educational Technology, K-12, Special Education, Employment, Human Resources, Employee Training, Management consulting, Algebra, Coaching, Curriculum Design, Curriculum Development, Leadership, Research, Public Speaking
Education
Johnson and Wales University 2005 — 2007
Master's degree, Teaching, 4.0 GPA
University of Rhode Island - College of Business Administration 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Narragansett High School September 2007 - Present
Narragansett Pier School September 2013 - August 2014
Allmerica Financial 1989 - 1999
Skills
Lesson Planning, Teaching, Differentiated..., Classroom Management, Academic Tutoring, Educational Leadership, Educational Technology, K-12, Special Education, Employment, Human Resources, Employee Training, Management consulting, Algebra, Coaching, Curriculum Design, Curriculum Development, Leadership, Research, Public Speaking
Education
Johnson and Wales University 2005 — 2007
Master's degree, Teaching, 4.0 GPA
University of Rhode Island - College of Business Administration 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Jeff Thornburg Jeff Thornburg's Allmerica Financial Experience August 1987 - May 1997
Job Underwriting Manager at MedCost
Industry Insurance
Experience
MedCost December 2000 - Present
Forest Park Baptist Church August 2001 - September 2013
Steinberg & Associates May 1997 - February 2000
Allmerica Financial August 1987 - May 1997
Skills
Underwriting, Stop Loss, Reinsurance, Insurance, Employee Benefits, Health Insurance, Benefits Administration, Affordable Care Act, Healthcare, Sales, Strategic Planning, Brokers, Customer Service, Budgets, Health Savings Accounts, Managed Care, Management
Education
Guilford College
Business Administration, Finance
Randleman High School
MedCost December 2000 - Present
Forest Park Baptist Church August 2001 - September 2013
Steinberg & Associates May 1997 - February 2000
Allmerica Financial August 1987 - May 1997
Skills
Underwriting, Stop Loss, Reinsurance, Insurance, Employee Benefits, Health Insurance, Benefits Administration, Affordable Care Act, Healthcare, Sales, Strategic Planning, Brokers, Customer Service, Budgets, Health Savings Accounts, Managed Care, Management
Education
Guilford College
Business Administration, Finance
Randleman High School
Marc Gillespie Marc Gillespie's Allmerica Financial Experience April 1994 - December 2003
Job Financial Planner at Forge Financial Advisors
Industry Financial Services
Experience
Forge Financial Advisors December 2003 - Present
Allmerica Financial April 1994 - December 2003
Connecticut Mutual December 1982 - April 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services, Retirement, Finance, Series 7, Fixed Annuities, Mutual Funds, Estate Planning, Investment Advisory, Asset Management, Wealth Management, Series 63
Education
The American College 1983 — 1991
MSM, Financial Agency Management
Penn State University 1974 — 1976
BS, Environmental Resource Management
Corning Community College 1971 — 1973
AS, Humanities/Social Science
Forge Financial Advisors December 2003 - Present
Allmerica Financial April 1994 - December 2003
Connecticut Mutual December 1982 - April 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services, Retirement, Finance, Series 7, Fixed Annuities, Mutual Funds, Estate Planning, Investment Advisory, Asset Management, Wealth Management, Series 63
Education
The American College 1983 — 1991
MSM, Financial Agency Management
Penn State University 1974 — 1976
BS, Environmental Resource Management
Corning Community College 1971 — 1973
AS, Humanities/Social Science
Jeff W. Bilyea Jeff W. Bilyea's Allmerica Financial Experience August 2000 - May 2001
Job Innovative and Tech Savvy Marketing & Business Development Professional Delivering Meaningful Results for Organizations
Industry Management Consulting
Experience
Alvarez & Marsal November 2013 - Present
Alvarez & Marsal June 2010 - October 2013
Incipit Integrated Communications Inc. May 2009 - April 2010
Strategy Advance June 2006 - May 2009
Dexit Inc. September 2004 - June 2006
Storagezip December 2001 - September 2004
Allmerica Financial August 2000 - May 2001
General Electric July 1998 - August 2000
Skills
Business Strategy, Business Development, Strategic Planning, Mergers, Corporate Development, Competitive Analysis, Product Development, Management Consulting, Start-ups, Acquisition Integration, Go-to-market Strategy, Marketing Strategy, Direct Marketing, Project Management, Customer Insight, Brand Development..., Salesforce.com, Mergers & Acquisitions, Entrepreneurship, Leadership, Management, Strategy
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Wilfrid Laurier University 1989 — 1993
BA Economics
Alvarez & Marsal November 2013 - Present
Alvarez & Marsal June 2010 - October 2013
Incipit Integrated Communications Inc. May 2009 - April 2010
Strategy Advance June 2006 - May 2009
Dexit Inc. September 2004 - June 2006
Storagezip December 2001 - September 2004
Allmerica Financial August 2000 - May 2001
General Electric July 1998 - August 2000
Skills
Business Strategy, Business Development, Strategic Planning, Mergers, Corporate Development, Competitive Analysis, Product Development, Management Consulting, Start-ups, Acquisition Integration, Go-to-market Strategy, Marketing Strategy, Direct Marketing, Project Management, Customer Insight, Brand Development..., Salesforce.com, Mergers & Acquisitions, Entrepreneurship, Leadership, Management, Strategy
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA
Wilfrid Laurier University 1989 — 1993
BA Economics
Gretchen Keisling's Allmerica Financial Experience 2003 - 2003
Job Attorney
Industry Law Practice
Experience
Social Security Administration November 2014 - Present
Pepper Hamilton LLP June 2014 - October 2014
Update Legal August 2010 - June 2014
Philadelphia Court of Common Pleas- The Honorable Gary S. Glazer 2007 - 2010
United States Department of Justice- Federal Bureau of Prisons 2007 - 2007
Lackawanna County District Attorney's Office 2006 - 2006
Lackawanna County Court of Common Pleas- The Honorable Terrence Nealon 2006 - 2006
School District of Philadelphia Office of General Counsel 2005 - 2005
Allmerica Financial 2003 - 2003
Holtzbrinck Publishers 2003 - 2003
Skills
Legal Research, Legal Writing, Document Review, Westlaw, Civil Litigation, Courts, Litigation Support, Arbitration, Employment Law, Lexis, Human Resources, Microsoft Office
Education
The Pennsylvania State University (World Campus) 2012 — 2015
Candidate for Master of Professional Studies in Human Resources and Employment Relations, Concentration: Employment and Labor Law
Villanova University School of Law 2004 — 2007
Doctor of Law (JD), Law
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Scranton Preparatory School 1996 — 2000
High School Diploma
Social Security Administration November 2014 - Present
Pepper Hamilton LLP June 2014 - October 2014
Update Legal August 2010 - June 2014
Philadelphia Court of Common Pleas- The Honorable Gary S. Glazer 2007 - 2010
United States Department of Justice- Federal Bureau of Prisons 2007 - 2007
Lackawanna County District Attorney's Office 2006 - 2006
Lackawanna County Court of Common Pleas- The Honorable Terrence Nealon 2006 - 2006
School District of Philadelphia Office of General Counsel 2005 - 2005
Allmerica Financial 2003 - 2003
Holtzbrinck Publishers 2003 - 2003
Skills
Legal Research, Legal Writing, Document Review, Westlaw, Civil Litigation, Courts, Litigation Support, Arbitration, Employment Law, Lexis, Human Resources, Microsoft Office
Education
The Pennsylvania State University (World Campus) 2012 — 2015
Candidate for Master of Professional Studies in Human Resources and Employment Relations, Concentration: Employment and Labor Law
Villanova University School of Law 2004 — 2007
Doctor of Law (JD), Law
College of the Holy Cross 2000 — 2004
Bachelor of Arts (B.A.), Psychology
Scranton Preparatory School 1996 — 2000
High School Diploma
Matthew Amelin's Allmerica Financial Experience January 1995 - January 1997
Job Systems Manager at Fidelity Information Services
Industry Information Technology and Services
Experience
Fidelity Information Services February 2003 - Present
Cisco Systems January 2000 - October 2002
EMC February 1999 - January 2000
Alpine Computer systems January 1998 - January 1999
Allmerica Financial January 1995 - January 1997
Skills
Troubleshooting, Data Center, Software Documentation, IT Strategy, Windows Server, IIS, DNS, Enterprise Software, Windows, VMware ESX, Enterprise Storage, Storage, TCP/IP, IT Management, Linux, Active Directory, Project Management, Vendor Management, Windows Security, Enterprise Backup, Technical Engineering, Salary Reviews, Ubuntu, Hitachi, Cable Modems, Server Administration, Server Management, Web Servers, Nagios, Troubleshooting Hardware, Change Management, Inventory Management, Financial Software, Data Management, Database Management, Data Center Relocation, Data Center Architecture, Leadership Mentoring, RF systems, Ethical Hacking, Dell PowerEdge Servers, Employee Management, ITIL, Strategic IT Management, IT Infrastructure..., Internal Audit, Information Security, Computer Security, Servers
Education
Clark U Computer Career Institute
MCSE NT40
Clark University
St Johns High
Fidelity Information Services February 2003 - Present
Cisco Systems January 2000 - October 2002
EMC February 1999 - January 2000
Alpine Computer systems January 1998 - January 1999
Allmerica Financial January 1995 - January 1997
Skills
Troubleshooting, Data Center, Software Documentation, IT Strategy, Windows Server, IIS, DNS, Enterprise Software, Windows, VMware ESX, Enterprise Storage, Storage, TCP/IP, IT Management, Linux, Active Directory, Project Management, Vendor Management, Windows Security, Enterprise Backup, Technical Engineering, Salary Reviews, Ubuntu, Hitachi, Cable Modems, Server Administration, Server Management, Web Servers, Nagios, Troubleshooting Hardware, Change Management, Inventory Management, Financial Software, Data Management, Database Management, Data Center Relocation, Data Center Architecture, Leadership Mentoring, RF systems, Ethical Hacking, Dell PowerEdge Servers, Employee Management, ITIL, Strategic IT Management, IT Infrastructure..., Internal Audit, Information Security, Computer Security, Servers
Education
Clark U Computer Career Institute
MCSE NT40
Clark University
St Johns High
Donald McDade Donald McDade's Allmerica Financial Experience 1994 - 2004
Job Managing Principal
Industry Financial Services
Experience
Lincoln Financial Advisors 2004 - Present
Allmerica Financial 1994 - 2004
Berkshire Life 1991 - 1994
AXA Advisors 1986 - 1991
Skills
Wealth Management, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College in Bryn Mawr, PA
Master of Science in Management, Financial Services
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant
The American College in Bryan Mawr, PA
CLU, Chartered Life Underwriter
Lincoln Financial Advisors 2004 - Present
Allmerica Financial 1994 - 2004
Berkshire Life 1991 - 1994
AXA Advisors 1986 - 1991
Skills
Wealth Management, Financial Services, Strategic Financial..., Retirement Planning, Estate Planning, Employee Benefits, Financial Advisory, Insurance
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College in Bryn Mawr, PA
Master of Science in Management, Financial Services
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
CLU, Chartered Life Underwriter
ChFC, Chartered Financial Consultant
The American College in Bryan Mawr, PA
CLU, Chartered Life Underwriter
Nathan Crotser, CFP's Allmerica Financial Experience August 2002 - December 2003
Job Professional Certified Financial Planner at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2003 - Present
Allmerica Financial August 2002 - December 2003
American Expess Financial Advisors June 2000 - August 2002
Skills
Retirement, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning
Education
Luther College 1997 — 2000
Bachelor's, Business & Finance
Raymond James Financial Services, Inc. Member FINRA/SIPC December 2003 - Present
Allmerica Financial August 2002 - December 2003
American Expess Financial Advisors June 2000 - August 2002
Skills
Retirement, Mutual Funds, Fixed Annuities, Series 7, Retirement Planning
Education
Luther College 1997 — 2000
Bachelor's, Business & Finance
Jerry Lynott Jerry Lynott's Allmerica Financial Experience June 1994 - November 1999
Job Global Healthcare Executive Strategist / Innovative and Proven Cost Managment & Compliance Stratigies / Fortune 1000
Industry Insurance
Experience
Oswald Companies April 2014 - Present
Hylant Group, Inc. November 1999 - March 2014
Allmerica Financial June 1994 - November 1999
Cigna Healthcare January 1990 - June 1994
Cigna Healthcare June 1985 - January 1990
Skills
Performance Management, Employee Benefits, Health Savings Accounts, Workers Compensation, Management, Sales, Business Planning, Leadership, Team Building, Mergers & Acquisitions, Property & Casualty..., Strategic Planning, Insurance, Umbrella Insurance, Consulting, New Business Development, Sales Management, Claim, Liability, Human Resources, Health Insurance, Term Life Insurance, Analysis, Disability Insurance, Brokers, Reinsurance, General Insurance, HRIS, Life Insurance, Employee Relations, Commercial Insurance, COBRA, Professional Liability, Medicare, Process Improvement, Underwriting, Legal Liability, Risk Management, Casualty, Self-funded, Managed Care, Healthcare, Marketing, 401k, Benefits Administration, Employment Practices..., Claims Management, Long-term Care, Account Management, Customer Service
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Leadership Training Program
Gettysburg College 1974 — 1977
Bachelor of Arts, Business Administration
Industry Associations & Designations
Oswald Companies April 2014 - Present
Hylant Group, Inc. November 1999 - March 2014
Allmerica Financial June 1994 - November 1999
Cigna Healthcare January 1990 - June 1994
Cigna Healthcare June 1985 - January 1990
Skills
Performance Management, Employee Benefits, Health Savings Accounts, Workers Compensation, Management, Sales, Business Planning, Leadership, Team Building, Mergers & Acquisitions, Property & Casualty..., Strategic Planning, Insurance, Umbrella Insurance, Consulting, New Business Development, Sales Management, Claim, Liability, Human Resources, Health Insurance, Term Life Insurance, Analysis, Disability Insurance, Brokers, Reinsurance, General Insurance, HRIS, Life Insurance, Employee Relations, Commercial Insurance, COBRA, Professional Liability, Medicare, Process Improvement, Underwriting, Legal Liability, Risk Management, Casualty, Self-funded, Managed Care, Healthcare, Marketing, 401k, Benefits Administration, Employment Practices..., Claims Management, Long-term Care, Account Management, Customer Service
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Executive Leadership Training Program
Gettysburg College 1974 — 1977
Bachelor of Arts, Business Administration
Industry Associations & Designations
Steven Vaerten, MS, PMP Steven Vaerten, MS, PMP's Allmerica Financial Experience November 2000 - September 2004
Job SA Manager Facets at United Health Group
Industry Information Technology and Services
Experience
United Health Group June 2014 - Present
CIBER December 2009 - June 2014
United Health Care December 2009 - June 2014
Miracle Software Inc. November 2009 - December 2009
Blue Cross Blue Shield of Michigan September 2004 - November 2009
Allmerica Financial November 2000 - September 2004
Chrysler March 1995 - November 2000
Great Lakes Bancorp January 1991 - March 1995
Alexander Hamilton Life Insurance December 1987 - January 1991
NBD September 1985 - December 1987
Skills
TSO, JCL, COBOL, EDI, SDLC, Mainframe, CICS, Endeavor, Fileaid, ICD-10, HIPAA, PMI Trained, PMI, ANSI X12, management, Strategic Roadmaps, Strategic Architecture, Agile Methodolgy, CMMI, RFP, Resource Management, Application Architecture, PPACA, Health Care Reform, Iso 9000, Enterprise Architecture, Leadership, DB2, Strategic Planning, Management, Program Management, Architecture, MS Project, Vendor Management, PMO, Requirements Analysis, IT Strategy, Business Requirements, Requirements Gathering, Software Project..., Project Portfolio..., Visio, Agile Project Management, Systems Analysis, IT Management, SOA, Data Warehousing, Integration, Business Intelligence, Solution Architecture
Education
Eastern Michigan University 1999 — 2003
MS, Computer Science
Eastern Michigan University 1999 — 2003
MS Certificate, Artificial Intelligence
Eastern Michigan University
BS, Computer Science
United Health Group June 2014 - Present
CIBER December 2009 - June 2014
United Health Care December 2009 - June 2014
Miracle Software Inc. November 2009 - December 2009
Blue Cross Blue Shield of Michigan September 2004 - November 2009
Allmerica Financial November 2000 - September 2004
Chrysler March 1995 - November 2000
Great Lakes Bancorp January 1991 - March 1995
Alexander Hamilton Life Insurance December 1987 - January 1991
NBD September 1985 - December 1987
Skills
TSO, JCL, COBOL, EDI, SDLC, Mainframe, CICS, Endeavor, Fileaid, ICD-10, HIPAA, PMI Trained, PMI, ANSI X12, management, Strategic Roadmaps, Strategic Architecture, Agile Methodolgy, CMMI, RFP, Resource Management, Application Architecture, PPACA, Health Care Reform, Iso 9000, Enterprise Architecture, Leadership, DB2, Strategic Planning, Management, Program Management, Architecture, MS Project, Vendor Management, PMO, Requirements Analysis, IT Strategy, Business Requirements, Requirements Gathering, Software Project..., Project Portfolio..., Visio, Agile Project Management, Systems Analysis, IT Management, SOA, Data Warehousing, Integration, Business Intelligence, Solution Architecture
Education
Eastern Michigan University 1999 — 2003
MS, Computer Science
Eastern Michigan University 1999 — 2003
MS Certificate, Artificial Intelligence
Eastern Michigan University
BS, Computer Science
Fields Leake Fields Leake's Allmerica Financial Experience July 1999 - December 2003
Job Managing Partner Futurity First Houston
Industry Financial Services
Experience
FUTURITY FIRST Insurance Group 2012 - Present
Strategic Financial Group / MassMutual January 2011 - August 2012
Mass Mutual Insurance 2004 - 2010
Allmerica Financial July 1999 - December 2003
Provident Mutual April 1995 - June 1999
CIGNA 1982 - 1994
Skills
Insurance, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Securities, Series 7, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, Estate Planning, 401k, Financial Analysis, Series 6, Long-term Care, Strategic Planning, Series 63, Financial Services, Small Business, IRAs, Term Life Insurance, Health Insurance, Financial Planners, Financial Advisory, Long Term Care Insurance, Wealth, Underwriting, Investment Advisory, Whole Life, Succession Planning, Asset Allocation, Financial Planning
Education
Miami University 1975 — 1979
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
FUTURITY FIRST Insurance Group 2012 - Present
Strategic Financial Group / MassMutual January 2011 - August 2012
Mass Mutual Insurance 2004 - 2010
Allmerica Financial July 1999 - December 2003
Provident Mutual April 1995 - June 1999
CIGNA 1982 - 1994
Skills
Insurance, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Securities, Series 7, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, Estate Planning, 401k, Financial Analysis, Series 6, Long-term Care, Strategic Planning, Series 63, Financial Services, Small Business, IRAs, Term Life Insurance, Health Insurance, Financial Planners, Financial Advisory, Long Term Care Insurance, Wealth, Underwriting, Investment Advisory, Whole Life, Succession Planning, Asset Allocation, Financial Planning
Education
Miami University 1975 — 1979
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
Lynne Goldman Lynne Goldman's Allmerica Financial Experience 1992 - 1994
Job Executive Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Fidelity Investments June 2012 - Present
Fidelity Investments 2001 - 2012
Fidelity Investments 1999 - 2001
Fidelity Investments 1997 - 1999
Fidelity Investments 1995 - 1997
Cerulli Associates 1994 - 1995
Allmerica Financial / 440 Financial 1992 - 1994
Allmerica Financial 1992 - 1994
Fidelity Investments 1986 - 1992
Fidelity Investments 1986 - 1992
Education
Michigan State University 1978 — 1982
B.A., Business Administration
Brenda Higgs Brenda Higgs's Allmerica Financial Experience January 2001 - January 2006
Job Owner Principal at BA Bridge To IT LLC
Industry Information Technology and Services
Experience
AAA Life Insurance Company March 2015 - Present
BA Bridge To IT LLC July 2012 - Present
MB Financial Bank June 2012 - May 2014
The Hanover Insurance Group February 2010 - June 2012
The Hanover Insurance Group January 2006 - January 2010
Allmerica Financial January 2001 - January 2006
Citizens Insurance Company of America January 1997 - January 2000
Skills
SDLC, Requirements Management, User Acceptance Testing, Agile Methodologies, Business Strategy, Management, Integration, Business Process..., Software Documentation, Insurance, Business Analysis, Risk Management, Requirements Gathering, Data Governance, Coaching, Atlassian JIRA, UML Tools, Activity Diagrams, MS Project, Wireframes, IBM Rational, Quality Center, Performance Management, Requirement..., Microsoft Office, IBM Content Manager, Business Process, Decision Modeling, IT Mortgage Origination..., MS Office Suite, Rational Requisite Pro, Balsamiq, Communities Of Practice, Leadership Mentoring, Communities of..., Budget Management, IIBA Standing Member, ESI Certified Business..., Guidewire Claim Center, Exstream Dialogue Live, Exstream Dialogue, Kofax Capture, IBM eclient, Blueprint Software..., Toad Data Point..., Business Requirements, Consulting, Leadership, Process Improvement
Education
Cleary University
Studies, Business Enterprise
AAA Life Insurance Company March 2015 - Present
BA Bridge To IT LLC July 2012 - Present
MB Financial Bank June 2012 - May 2014
The Hanover Insurance Group February 2010 - June 2012
The Hanover Insurance Group January 2006 - January 2010
Allmerica Financial January 2001 - January 2006
Citizens Insurance Company of America January 1997 - January 2000
Skills
SDLC, Requirements Management, User Acceptance Testing, Agile Methodologies, Business Strategy, Management, Integration, Business Process..., Software Documentation, Insurance, Business Analysis, Risk Management, Requirements Gathering, Data Governance, Coaching, Atlassian JIRA, UML Tools, Activity Diagrams, MS Project, Wireframes, IBM Rational, Quality Center, Performance Management, Requirement..., Microsoft Office, IBM Content Manager, Business Process, Decision Modeling, IT Mortgage Origination..., MS Office Suite, Rational Requisite Pro, Balsamiq, Communities Of Practice, Leadership Mentoring, Communities of..., Budget Management, IIBA Standing Member, ESI Certified Business..., Guidewire Claim Center, Exstream Dialogue Live, Exstream Dialogue, Kofax Capture, IBM eclient, Blueprint Software..., Toad Data Point..., Business Requirements, Consulting, Leadership, Process Improvement
Education
Cleary University
Studies, Business Enterprise
Steve Berberich, HIA, CPC-P's Allmerica Financial Experience April 1988 - December 1990
Job Director of Claims & Data Integrity
Industry Insurance
Experience
Florida Health Care Plans February 2011 - Present
Halifax Medical Center May 2006 - February 2011
Fringe Benefits Management Company (FBMC) October 2003 - April 2006
Brown & Brown March 1991 - October 2003
Allmerica Financial April 1988 - December 1990
New England Life April 1983 - April 1988
Prudential Insurance September 1979 - April 1983
Skills
I have worked in most..., Health Insurance..., Certified Professional..., Claim, HIPAA, Insurance, Employee Benefits, Trizetto, Health Insurance, Benefits Administration, Customer Service, Medicare, Process Improvement, Access, Team Building, Healthcare, Management, Software Documentation, Healthcare Information..., Visio, Healthcare Management, Medical Billing, Managed Care, HMO, Claim Investigation, Utilization Management, Training, Health Policy, Provider Relations, Medical Coding, EHR, Subrogation, Medical Records, Medical Terminology, Microsoft Excel, Revenue Cycle, Medicaid, Healthcare Consulting, Claims Handling, Insurance Claims
Education
Daytona State College 2008 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daytona State College 2008 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Daytona State College 2008 — 2013
Associate of Applied Science, Business Administration
Daytona State College 2008 — 2013
Associate of Science (A.S.), Business Management
Florida Health Care Plans February 2011 - Present
Halifax Medical Center May 2006 - February 2011
Fringe Benefits Management Company (FBMC) October 2003 - April 2006
Brown & Brown March 1991 - October 2003
Allmerica Financial April 1988 - December 1990
New England Life April 1983 - April 1988
Prudential Insurance September 1979 - April 1983
Skills
I have worked in most..., Health Insurance..., Certified Professional..., Claim, HIPAA, Insurance, Employee Benefits, Trizetto, Health Insurance, Benefits Administration, Customer Service, Medicare, Process Improvement, Access, Team Building, Healthcare, Management, Software Documentation, Healthcare Information..., Visio, Healthcare Management, Medical Billing, Managed Care, HMO, Claim Investigation, Utilization Management, Training, Health Policy, Provider Relations, Medical Coding, EHR, Subrogation, Medical Records, Medical Terminology, Microsoft Excel, Revenue Cycle, Medicaid, Healthcare Consulting, Claims Handling, Insurance Claims
Education
Daytona State College 2008 — 2016
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Daytona State College 2008 — 2014
Associate of Arts (A.A.), Business Administration and Management, General
Daytona State College 2008 — 2013
Associate of Applied Science, Business Administration
Daytona State College 2008 — 2013
Associate of Science (A.S.), Business Management
Dennis Doble's Allmerica Financial Experience November 2001 - January 2004
Job Financial Adviser, Partner at Doble LeBranti Financial Group, LLC
Industry Financial Services
Experience
Doble LeBranti Financial Group, LLC February 2010 - Present
Baystate Financial Services January 2005 - February 2010
Winslow Evans & Crocker January 2004 - January 2005
Allmerica Financial November 2001 - January 2004
Goldman Sachs September 1999 - April 2001
Skills
Mutual Funds, Portfolio Management, Retirement, Private Equity, Insurance, Finance, Investment Strategies, Strategic Financial..., Asset Management, Fixed Income, Real Estate, Economics, Investment Management, Equities, Financial Modeling, Investment Advisory, Life Insurance, Disability Insurance, 401k, 401k Rollovers, QDRO Investment..., Estate Planning..., Inheritance Tax Planning, Personal Tax Planning, 529 Plans, College Education..., Employer-Sponsored...
Education
Harvard University 1992 — 1996
BA, Economics
Burlington High School 1988 — 1992
Doble LeBranti Financial Group, LLC February 2010 - Present
Baystate Financial Services January 2005 - February 2010
Winslow Evans & Crocker January 2004 - January 2005
Allmerica Financial November 2001 - January 2004
Goldman Sachs September 1999 - April 2001
Skills
Mutual Funds, Portfolio Management, Retirement, Private Equity, Insurance, Finance, Investment Strategies, Strategic Financial..., Asset Management, Fixed Income, Real Estate, Economics, Investment Management, Equities, Financial Modeling, Investment Advisory, Life Insurance, Disability Insurance, 401k, 401k Rollovers, QDRO Investment..., Estate Planning..., Inheritance Tax Planning, Personal Tax Planning, 529 Plans, College Education..., Employer-Sponsored...
Education
Harvard University 1992 — 1996
BA, Economics
Burlington High School 1988 — 1992
Tara Van Wagenen Tara Van Wagenen's Allmerica Financial Experience May 1996 - December 1997
Job Senior Metrics Consultant II at MetLife
Industry Insurance
Experience
MetLife June 2012 - Present
MetLife July 2010 - May 2012
MetLife November 2008 - July 2010
MetLife August 2004 - October 2008
MetLife May 2002 - July 2004
Arthur Andersen LLP July 2000 - May 2002
Arthur Andersen LLP March 1999 - July 2000
Arthur Andersen LLP January 1998 - March 1999
Allmerica Financial May 1996 - December 1997
Coopers & Lybrand November 1992 - April 1996
Skills
Program Management, Insurance, Employee Benefits, Risk Management, Leadership, Strategy, Analysis, Management, Strategic Planning, Project Management, Competitive Analysis, Human Resources, Forecasting, Claim, Financial Services, Sales, Project Planning, Disability Insurance, Marketing, Consulting
Education
Georgia State University 1990 — 1992
Actuarial Science
University of Florida 1989 — 1990
Social Psychology
University of Florida 1985 — 1989
B.S., Statistics
Satellite High School
MetLife June 2012 - Present
MetLife July 2010 - May 2012
MetLife November 2008 - July 2010
MetLife August 2004 - October 2008
MetLife May 2002 - July 2004
Arthur Andersen LLP July 2000 - May 2002
Arthur Andersen LLP March 1999 - July 2000
Arthur Andersen LLP January 1998 - March 1999
Allmerica Financial May 1996 - December 1997
Coopers & Lybrand November 1992 - April 1996
Skills
Program Management, Insurance, Employee Benefits, Risk Management, Leadership, Strategy, Analysis, Management, Strategic Planning, Project Management, Competitive Analysis, Human Resources, Forecasting, Claim, Financial Services, Sales, Project Planning, Disability Insurance, Marketing, Consulting
Education
Georgia State University 1990 — 1992
Actuarial Science
University of Florida 1989 — 1990
Social Psychology
University of Florida 1985 — 1989
B.S., Statistics
Satellite High School
Anthony R. Pasqua, CRPC® Anthony R. Pasqua, CRPC®'s Allmerica Financial Experience March 1994 - December 2003
Job President at Children's Leukemia Research Association, Inc.
Industry Nonprofit Organization Management
Experience
Integrated Financial Partners 2003 - Present
Children's Leukemia Research Association, Inc. 1997 - Present
Sovereign Military Order Temple of Jerusalem 1996 - Present
American Lung Association of the Northeast 2007 - August 2014
Allmerica Financial March 1994 - December 2003
Mercy College 1994 - 1998
New York Army National Guard 1964 - 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Long Term Care, Investments, Retirement, Wealth Management, Insurance, Long-term Care, Securities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Strategic Planning, Series 7, Wealth Accumulation, Financial Planners, Small Business, 401k, Term Life Insurance, Series 63, Employee Benefits, Asset Management, Health Insurance, Mutual Funds, Tax, IRAs, Wealth, Leadership, Grants, Disability Insurance, Mergers & Acquisitions, Risk Management, Fixed Annuities, Asset Allocation, Financial Services, Succession Planning, Alternative Investments, Life Insurance, Investment Strategies, Trusts, Personal Finance, Portfolio Management, Series 6, Financial Analysis, Policy, Investment Advisory, ETFs, Analysis, 401k Rollovers
Education
United States Army War college 1990 — 1992
Senior Leadership, Tactics, Strategic Planning
Marist College 1989 — 1991
MPA, Public Administration
Iona College 1960 — 1964
BBA, Accounting
Sacred Heart HS 1958 — 1960
Integrated Financial Partners 2003 - Present
Children's Leukemia Research Association, Inc. 1997 - Present
Sovereign Military Order Temple of Jerusalem 1996 - Present
American Lung Association of the Northeast 2007 - August 2014
Allmerica Financial March 1994 - December 2003
Mercy College 1994 - 1998
New York Army National Guard 1964 - 1997
Skills
Retirement Planning, Financial Planning, Estate Planning, Long Term Care, Investments, Retirement, Wealth Management, Insurance, Long-term Care, Securities, Financial Advisory, Strategic Financial..., Long Term Care Insurance, Strategic Planning, Series 7, Wealth Accumulation, Financial Planners, Small Business, 401k, Term Life Insurance, Series 63, Employee Benefits, Asset Management, Health Insurance, Mutual Funds, Tax, IRAs, Wealth, Leadership, Grants, Disability Insurance, Mergers & Acquisitions, Risk Management, Fixed Annuities, Asset Allocation, Financial Services, Succession Planning, Alternative Investments, Life Insurance, Investment Strategies, Trusts, Personal Finance, Portfolio Management, Series 6, Financial Analysis, Policy, Investment Advisory, ETFs, Analysis, 401k Rollovers
Education
United States Army War college 1990 — 1992
Senior Leadership, Tactics, Strategic Planning
Marist College 1989 — 1991
MPA, Public Administration
Iona College 1960 — 1964
BBA, Accounting
Sacred Heart HS 1958 — 1960
Tarra Martinez Tarra Martinez's Allmerica Financial Experience October 1999 - August 2001
Job Assistant Fitness Manager | Personal Trainer | Group Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Crunch Fitness June 2013 - Present
Balans Miami October 2012 - August 2013
Clevelander at Miami Marlins Stadium / Clevelander South Beach January 2012 - October 2012
Mohegan Sun 2001 - 2010
Allmerica Financial October 1999 - August 2001
Skills
Customer Service, Marketing, Microsoft Excel, Advertising, Event Management, Microsoft Word, Social Media, Public Relations, Microsoft Office, Inventory Management, Strategic Planning, Business Development, Event Planning, Budgets, Casino, Gaming Industry, Hospitality
Education
Fitchburg State College 1994 — 1998
English, Professional Writing
Eastern Connecticut State University
Business Management
Crunch Fitness June 2013 - Present
Balans Miami October 2012 - August 2013
Clevelander at Miami Marlins Stadium / Clevelander South Beach January 2012 - October 2012
Mohegan Sun 2001 - 2010
Allmerica Financial October 1999 - August 2001
Skills
Customer Service, Marketing, Microsoft Excel, Advertising, Event Management, Microsoft Word, Social Media, Public Relations, Microsoft Office, Inventory Management, Strategic Planning, Business Development, Event Planning, Budgets, Casino, Gaming Industry, Hospitality
Education
Fitchburg State College 1994 — 1998
English, Professional Writing
Eastern Connecticut State University
Business Management
Marcy Supovitz, CPC, ChFC, AIF Marcy Supovitz, CPC, ChFC, AIF's Allmerica Financial Experience July 1977 - August 1992
Job Principal, Boulay Donnelly & Supovitz Consulting Group, Inc.
Industry Financial Services
Experience
Boulay Donnelly & Supovitz Consulting Group, Inc. January 2003 - Present
National Association of Plan Advisors (NAPA) September 2011 - Present
Pioneer Investments August 1992 - December 2002
Allmerica Financial July 1977 - August 1992
Education
Clark University 1973 — 1977
BA, Mathematics
American College
ChFC, Chartered Financial Consultant
American Society of Pension Professionals and Actuaries
CPC, Certified Pension Consultant
Boulay Donnelly & Supovitz Consulting Group, Inc. January 2003 - Present
National Association of Plan Advisors (NAPA) September 2011 - Present
Pioneer Investments August 1992 - December 2002
Allmerica Financial July 1977 - August 1992
Education
Clark University 1973 — 1977
BA, Mathematics
American College
ChFC, Chartered Financial Consultant
American Society of Pension Professionals and Actuaries
CPC, Certified Pension Consultant
Cheryl Desjardin's Allmerica Financial Experience 1992 - 1997
Job Graphic Designer
Industry Graphic Design
Experience
Xerox Business Services February 2013 - Present
NeuroTherm, Inc. 2011 - 2014
Stryker Biotech/Olympus Biotech 1999 - 2014
Fidelity Investments 2000 - 2013
Bose Corporation 2005 - 2011
Wright Line 1997 - 2000
Allmerica Financial 1992 - 1997
Skills
Graphics, Art, Layout, Graphic Design, Branding & Identity, Typography, Direct Mail, Mac, Corporate Branding, User Interface Design, Concept Development, Posters, Email Marketing, Dreamweaver, Web Design
Education
Lesley University College of Art and Design (formerly AIB) 1982 — 1985
Graphic Design and Communication
Massachusetts College of Art 1982 — 1984
Surface Design
Xerox Business Services February 2013 - Present
NeuroTherm, Inc. 2011 - 2014
Stryker Biotech/Olympus Biotech 1999 - 2014
Fidelity Investments 2000 - 2013
Bose Corporation 2005 - 2011
Wright Line 1997 - 2000
Allmerica Financial 1992 - 1997
Skills
Graphics, Art, Layout, Graphic Design, Branding & Identity, Typography, Direct Mail, Mac, Corporate Branding, User Interface Design, Concept Development, Posters, Email Marketing, Dreamweaver, Web Design
Education
Lesley University College of Art and Design (formerly AIB) 1982 — 1985
Graphic Design and Communication
Massachusetts College of Art 1982 — 1984
Surface Design
Marie R. Lemme, CFA Marie R. Lemme, CFA's Allmerica Financial Experience August 1999 - December 2000
Job President at Lemme Investment Group, Inc.
Industry Financial Services
Experience
Lemme Investment Group, Inc. January 2003 - Present
Ogilvie Security Advisors January 2001 - December 2002
Allmerica Financial August 1999 - December 2000
Duff & Phelps March 1974 - June 1989
Skills
Investments, Retirement, Wealth Management, Long Term Care, Term Life Insurance, Portfolio Management, Investment Strategies, Insurance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA, Finance and Accounting
Cleveland State University 1968 — 1972
BBA, Marketing and Finance
Lemme Investment Group, Inc. January 2003 - Present
Ogilvie Security Advisors January 2001 - December 2002
Allmerica Financial August 1999 - December 2000
Duff & Phelps March 1974 - June 1989
Skills
Investments, Retirement, Wealth Management, Long Term Care, Term Life Insurance, Portfolio Management, Investment Strategies, Insurance, Retirement Planning
Education
Northwestern University - Kellogg School of Management 1974 — 1978
MBA, Finance and Accounting
Cleveland State University 1968 — 1972
BBA, Marketing and Finance
Richard K. Colarossi, CFP®, AIF® Richard K. Colarossi, CFP®, AIF®'s Allmerica Financial Experience September 1997 - December 2003
Job CERTIFIED FINANCIAL PLANNER™ Professional
Industry Financial Services
Experience
Colarossi & Williams December 2003 - Present
Fusion Advisor Network December 2003 - November 2013
Allmerica Financial September 1997 - December 2003
Various Long Island Firms September 1986 - September 1997
Skills
Pensions, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Finance, Accounting, Financial Planners, Tax, Business Planning, Management, IRAs, Public Speaking, Wealth Management, Retirement Planning
Education
Long Island University, C.W. Post Campus 1997 — 1998
Financial Planning Certificate, Financial Planning
NYU School of Continuing and Professional Studies
Behavorial Economics and Finance Theory
SUNY College at Old Westbury
Bachelor of Science, Accounting and Finance
Colarossi & Williams December 2003 - Present
Fusion Advisor Network December 2003 - November 2013
Allmerica Financial September 1997 - December 2003
Various Long Island Firms September 1986 - September 1997
Skills
Pensions, Strategic Financial..., Investments, Retirement, Portfolio Management, Financial Services, Finance, Accounting, Financial Planners, Tax, Business Planning, Management, IRAs, Public Speaking, Wealth Management, Retirement Planning
Education
Long Island University, C.W. Post Campus 1997 — 1998
Financial Planning Certificate, Financial Planning
NYU School of Continuing and Professional Studies
Behavorial Economics and Finance Theory
SUNY College at Old Westbury
Bachelor of Science, Accounting and Finance
John Harrington, CFP® John Harrington, CFP®'s Allmerica Financial Experience January 1994 - November 2003
Job Financial Planner at Integrated Financial Partners, Inc.
Industry Financial Services
Experience
Integrated Financial Partners, Inc. November 2003 - Present
Lincoln Financial Advisors 2003 - 2014
Interact of Norwalk 1993 - 2014
Allmerica Financial January 1994 - November 2003
Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits
Education
Manhattanville College 1976 — 1980
BA, Economics, History
Pocantico Hills
Sleepy Hollow HS
Integrated Financial Partners, Inc. November 2003 - Present
Lincoln Financial Advisors 2003 - 2014
Interact of Norwalk 1993 - 2014
Allmerica Financial January 1994 - November 2003
Skills
Retirement Planning, Wealth Management, Special Needs Planning, Estate Planning, Retirement, Investments, Financial Advisory, Personal Finance, Strategic Financial..., Series 7, Financial Services, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Portfolio Analysis, Mutual Funds, Legacy Planning, Beneficiary Planning, Charitable Gifting..., Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., Retirement Plans, SEP and SIMPLE Plans, Employee Benefits
Education
Manhattanville College 1976 — 1980
BA, Economics, History
Pocantico Hills
Sleepy Hollow HS
Jim Baril's Allmerica Financial Experience January 2005 - January 2007
Job Professional
Industry
Experience
The Hanover Insurance Group January 2008 - Present
Keane 2002 - Present
The Hanover Insurance Group 1998 - 2010
Hanover Insurance January 2007 - January 2008
Allmerica Financial January 2005 - January 2007
Allmerica Financial January 2003 - January 2005
The Hanover Insurance Group February 1998 - December 2002
New England Testing Labs 1993 - 1998
Revet Laboratories 1990 - 1993
Lycott Laboratory 1988 - 1990
Skills
SDLC, Testing, Software Development, Databases, Oracle, Requirements Gathering, PL/SQL, Requirements Analysis, Business Analysis, DB2, Data Warehousing, Systems Analysis, Business Requirements, SQL, COBOL, Enterprise Architecture, Software Project..., Software Quality..., Programming, Program Management, Quality Center, Websphere, Mainframe, Integration, Software Documentation, ETL, Agile Methodologies, Toad, Data Integration, User Acceptance Testing, Database Design, Visual Basic, Unix, XML, Data Modeling, Microsoft SQL Server, SOA, Exterro application
Education
Framingham State University 1974 — 1978
bs of science, chemistry
Framingham State University 1974 — 1978
The Hanover Insurance Group January 2008 - Present
Keane 2002 - Present
The Hanover Insurance Group 1998 - 2010
Hanover Insurance January 2007 - January 2008
Allmerica Financial January 2005 - January 2007
Allmerica Financial January 2003 - January 2005
The Hanover Insurance Group February 1998 - December 2002
New England Testing Labs 1993 - 1998
Revet Laboratories 1990 - 1993
Lycott Laboratory 1988 - 1990
Skills
SDLC, Testing, Software Development, Databases, Oracle, Requirements Gathering, PL/SQL, Requirements Analysis, Business Analysis, DB2, Data Warehousing, Systems Analysis, Business Requirements, SQL, COBOL, Enterprise Architecture, Software Project..., Software Quality..., Programming, Program Management, Quality Center, Websphere, Mainframe, Integration, Software Documentation, ETL, Agile Methodologies, Toad, Data Integration, User Acceptance Testing, Database Design, Visual Basic, Unix, XML, Data Modeling, Microsoft SQL Server, SOA, Exterro application
Education
Framingham State University 1974 — 1978
bs of science, chemistry
Framingham State University 1974 — 1978
Thomas Calabro, Jr. Thomas Calabro, Jr.'s Allmerica Financial Experience 1999 - 2000
Job Director at Buck Consultants
Industry Outsourcing/Offshoring
Experience
Buck Consultants/Xerox HR Services October 2012 - Present
Aon Hewitt October 2010 - March 2012
Hewitt Associates March 2010 - October 2010
ING Institutional Plan Services (formerly CitiStreet) July 2008 - May 2009
CitiStreet LLC March 2003 - July 2008
United Benefits Systems & Solutions 2002 - 2003
CompuBank, NA 2000 - 2001
Allmerica Financial 1999 - 2000
Bankers Trust Company (of the Southwest) 1993 - 1998
Bankers Trust 1987 - 1993
Skills
Outsourcing, Change Management, Customer Service, Retirement, Defined Benefit, Employee Benefits, Benefits Administration, 401k, Benefits, Pensions, Operations Management, Health & Welfare..., Leadership, Mutual Funds, Vendor Management, Investments, Relationship Management, Management, Training, Process Improvement, Pension Administration, Succession Planning, CRM, Financial Services, ERISA, Human Resources, Strategic Planning, Defined Contribution, Retirement Planning, Banking, Budgets, Call Centers, Performance Management, Deferred Compensation, Business Process, Coaching, Start-ups, Sales Operations, Customer Satisfaction, Sales, Business Networking, New Business Development, Selling, Business Development, Insurance, BPO, Securities, Executive Management, Employee Engagement, Risk Management
Education
LIU Post 1978 — 1982
Xaverian High School 1974 — 1978
Buck Consultants/Xerox HR Services October 2012 - Present
Aon Hewitt October 2010 - March 2012
Hewitt Associates March 2010 - October 2010
ING Institutional Plan Services (formerly CitiStreet) July 2008 - May 2009
CitiStreet LLC March 2003 - July 2008
United Benefits Systems & Solutions 2002 - 2003
CompuBank, NA 2000 - 2001
Allmerica Financial 1999 - 2000
Bankers Trust Company (of the Southwest) 1993 - 1998
Bankers Trust 1987 - 1993
Skills
Outsourcing, Change Management, Customer Service, Retirement, Defined Benefit, Employee Benefits, Benefits Administration, 401k, Benefits, Pensions, Operations Management, Health & Welfare..., Leadership, Mutual Funds, Vendor Management, Investments, Relationship Management, Management, Training, Process Improvement, Pension Administration, Succession Planning, CRM, Financial Services, ERISA, Human Resources, Strategic Planning, Defined Contribution, Retirement Planning, Banking, Budgets, Call Centers, Performance Management, Deferred Compensation, Business Process, Coaching, Start-ups, Sales Operations, Customer Satisfaction, Sales, Business Networking, New Business Development, Selling, Business Development, Insurance, BPO, Securities, Executive Management, Employee Engagement, Risk Management
Education
LIU Post 1978 — 1982
Xaverian High School 1974 — 1978
Phil Henry's Allmerica Financial Experience 1983 - 2002
Job President at Henry Wealth Management
Industry Financial Services
Experience
Henry Wealth Management November 2002 - Present
Fusion Advisor Network 2002 - Present
NFP Securities, Inc 2003 - 2012
Allmerica Financial 1983 - 2002
Allmerica Financial (Formerly SMA Financial Services) 1982 - 2002
Skills
Life Insurance, Asset Allocation, Investment Strategies, IRAs, Disability Insurance, Wealth, Portfolio Management, Equities, Wealth Management..., Financial Services, Pensions, Small Business, Risk Management, Succession Planning, Personal Finance, Wealth Management, Investments, Financial Planning, Securities, Retirement Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS-Marketing and MBA, Business Administration
Wheaton Warrenville HS 1973 — 1977
HS Diploma, College Prep
Henry Wealth Management November 2002 - Present
Fusion Advisor Network 2002 - Present
NFP Securities, Inc 2003 - 2012
Allmerica Financial 1983 - 2002
Allmerica Financial (Formerly SMA Financial Services) 1982 - 2002
Skills
Life Insurance, Asset Allocation, Investment Strategies, IRAs, Disability Insurance, Wealth, Portfolio Management, Equities, Wealth Management..., Financial Services, Pensions, Small Business, Risk Management, Succession Planning, Personal Finance, Wealth Management, Investments, Financial Planning, Securities, Retirement Planning
Education
Indiana University of Pennsylvania 1977 — 1981
BS-Marketing and MBA, Business Administration
Wheaton Warrenville HS 1973 — 1977
HS Diploma, College Prep
Gerry Mack Gerry Mack's Allmerica Financial Experience 1994 - 1995
Job PreSales Technical Business Consultant at Infor
Industry Computer Software
Experience
Infor Pre-Sales Technical Business Consultant at SSA GlobalSSA Global2004 - 2007
Infinium Software 1995 - 2003
Allmerica Financial 1994 - 1995
Dunn & Bradstreet Software 1988 - 1993
McCormack & Dodge 1988 - 1992
Cullinet 1987 - 1989
Skills
Enterprise Software, Pre-sales, SaaS, Software Implementation, Integration
Education
Edinboro University of Pennsylvania 1976 — 1979
BA, Social Sciences
Pennsylvania State University-Erie Campus 1970 — 1972
Infor Pre-Sales Technical Business Consultant at SSA GlobalSSA Global2004 - 2007
Infinium Software 1995 - 2003
Allmerica Financial 1994 - 1995
Dunn & Bradstreet Software 1988 - 1993
McCormack & Dodge 1988 - 1992
Cullinet 1987 - 1989
Skills
Enterprise Software, Pre-sales, SaaS, Software Implementation, Integration
Education
Edinboro University of Pennsylvania 1976 — 1979
BA, Social Sciences
Pennsylvania State University-Erie Campus 1970 — 1972
Jim Elder Jim Elder's Allmerica Financial Experience 1993 - 1998
Job Financial Planner, Investment advisor, and Owner, ElderAdo Financial
Industry Investment Management
Experience
Elderado Financial June 1998 - Present
Allmerica Financial 1993 - 1998
Colorado Solar Design May 1981 - September 1993
Skills
Trusts, Retirement Planning, Investments, Portfolio Management, Small Business, Strategic Financial..., Physicians, Investment Advisory, Investment Strategies, Wealth Management, Financial Planners, Equities, Mutual Funds, Asset Managment, Investment Management, Alternative Investments, Retirement, Fixed Annuities, Financial Advisory, Wealth, Personal Finance, Finance, Series 7, Asset Allocation, Private Equity, Financial Planning, Series 63, Asset Management, Estate Planning
Education
Colorado State University 1978 — 1981
Elderado Financial June 1998 - Present
Allmerica Financial 1993 - 1998
Colorado Solar Design May 1981 - September 1993
Skills
Trusts, Retirement Planning, Investments, Portfolio Management, Small Business, Strategic Financial..., Physicians, Investment Advisory, Investment Strategies, Wealth Management, Financial Planners, Equities, Mutual Funds, Asset Managment, Investment Management, Alternative Investments, Retirement, Fixed Annuities, Financial Advisory, Wealth, Personal Finance, Finance, Series 7, Asset Allocation, Private Equity, Financial Planning, Series 63, Asset Management, Estate Planning
Education
Colorado State University 1978 — 1981
Nicole Domnarski Nicole Domnarski's Allmerica Financial Experience 1997 - 2000
Job Client Relationship Manager at Florence Savings Bank
Industry Banking
Experience
Florence Savings Bank Annuity SpecialistAllmerica Financial1997 - 2000
Allmerica Financial 1997 - 2000
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Trade Finance, Risk Management, Wealth Management, Credit Analysis, Cash Management, Loan Origination, Payments, Financial Risk, Residential Mortgages, Private Banking, Commercial Mortgages, Consumer Lending, Customer Service, Mortgage Lending, Internet Banking, Financial Services, Underwriting, Operational Risk, Mutual Funds, Credit Risk, Small Business Lending, Sales, FX Options, Financial Markets, Portfolio Management, Lines Of Credit, Management
Education
College for Financial Planning
Springfield Technical Community College
Florence Savings Bank Annuity SpecialistAllmerica Financial1997 - 2000
Allmerica Financial 1997 - 2000
Skills
Banking, Loans, Retail Banking, Credit, Commercial Banking, Trade Finance, Risk Management, Wealth Management, Credit Analysis, Cash Management, Loan Origination, Payments, Financial Risk, Residential Mortgages, Private Banking, Commercial Mortgages, Consumer Lending, Customer Service, Mortgage Lending, Internet Banking, Financial Services, Underwriting, Operational Risk, Mutual Funds, Credit Risk, Small Business Lending, Sales, FX Options, Financial Markets, Portfolio Management, Lines Of Credit, Management
Education
College for Financial Planning
Springfield Technical Community College
Donald McDade Donald McDade's Allmerica Financial Experience August 1994 - December 2003
Job Private Wealth Advisor at Mosaic Wealth Consulting Advisor at Mosaic Employee Benefits
Industry Financial Services
Experience
Mosaic Wealth Consulting 1986 - Present
Mosaic Employee Benefits 1986 - Present
Allmerica Financial August 1994 - December 2003
Berkshire Life April 1991 - August 1994
AXA Advisors April 1986 - April 1991
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Employee Benefits, Financial Services, Insurance, Retirement Planning, Retirement
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
The American College in Bryn Mawr, PA
Master of Science in Managment, Financial Services
The American College in Bryn Mawr, PA
CLU, Chartered Life Underwriter
The American College in Bryn Mawr, PA
ChFC, Chartered Financial Consultant
Mosaic Wealth Consulting 1986 - Present
Mosaic Employee Benefits 1986 - Present
Allmerica Financial August 1994 - December 2003
Berkshire Life April 1991 - August 1994
AXA Advisors April 1986 - April 1991
Skills
Estate Planning, Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Employee Benefits, Financial Services, Insurance, Retirement Planning, Retirement
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
Institute of Business and Finance in La Jolla, CA
CFS, Certified Fund Specialist
The CFP Board of Standards in Washington, D.C.
CFP, Certified Financial Planner
The American College in Bryn Mawr, PA
Master of Science in Managment, Financial Services
The American College in Bryn Mawr, PA
CLU, Chartered Life Underwriter
The American College in Bryn Mawr, PA
ChFC, Chartered Financial Consultant
John M. Selzer Jr., CFP John M. Selzer Jr., CFP's Allmerica Financial Experience May 1999 - May 2002
Job Certified Financial Planner and Principal at Capital Point Finanical Group LTD
Industry Financial Services
Experience
Capital Point Financial Group LTD June 2002 - Present
Allmerica Financial May 1999 - May 2002
American Express January 1986 - May 1999
Education
College for Financial Planning
CFP
University of Wisconsin-Stout 1983 — 1985
BA, Business
Capital Point Financial Group LTD June 2002 - Present
Allmerica Financial May 1999 - May 2002
American Express January 1986 - May 1999
Education
College for Financial Planning
CFP
University of Wisconsin-Stout 1983 — 1985
BA, Business
Paul Brueggemann's Allmerica Financial Experience June 1984 - November 2002
Job PwC Director in Actuarial Services
Industry Financial Services
Experience
PwC November 2012 - Present
The Hartford August 2005 - November 2012
The Phoenix Companies November 2002 - August 2005
Allmerica Financial June 1984 - November 2002
Skills
Data Warehousing, Business Intelligence, Business Objects, Analysis, SDLC, Essbase, Analytics, Project Management, Data Modeling, Visio, PeopleSoft, Accounting, Reinsurance, OLAP, Actuarial Science, User Acceptance Testing, Tableau, Database Design, Triton Valuation System, Change Management, MS Office Suite, GGY Axis Datalink, FundStation, Team Leadership, Actuarial, DB2, VBA, Data Analysis, ACORD, SQL Server, Cognos ReportNet, Budget Management, Grid Computing, Cloud Computing, SharePoint, Software Contracts, SAS Enterprise Guide, SAS, Google Apps
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Mathematics
St. John's High School Shrewsbury, MA 1977 — 1980
PwC November 2012 - Present
The Hartford August 2005 - November 2012
The Phoenix Companies November 2002 - August 2005
Allmerica Financial June 1984 - November 2002
Skills
Data Warehousing, Business Intelligence, Business Objects, Analysis, SDLC, Essbase, Analytics, Project Management, Data Modeling, Visio, PeopleSoft, Accounting, Reinsurance, OLAP, Actuarial Science, User Acceptance Testing, Tableau, Database Design, Triton Valuation System, Change Management, MS Office Suite, GGY Axis Datalink, FundStation, Team Leadership, Actuarial, DB2, VBA, Data Analysis, ACORD, SQL Server, Cognos ReportNet, Budget Management, Grid Computing, Cloud Computing, SharePoint, Software Contracts, SAS Enterprise Guide, SAS, Google Apps
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (BA), Mathematics
St. John's High School Shrewsbury, MA 1977 — 1980
Bob Sweet's Allmerica Financial Experience June 2000 - January 2003
Job Director of Marketing at Smith Companies, Ltd. A Capitas Partner
Industry Insurance
Experience
Smith Companies, Ltd. June 2013 - Present
Smith Companies, Ltd. - a Partner of Capitas Financial January 2003 - June 2013
Allmerica Financial June 2000 - January 2003
Skills
Competitive Intelligence, Marketing, Insurance, Sales, Strategic Planning, Business Planning, New Business Development, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning, Product Design, Training, Wealth, Investments, Financial Advisory, Series 6, Universal Life
Education
The American College 2006 — 2008
MSFS, Financial Services
Clark University 1996 — 2000
Bachelor of Arts (B.A.), cum laude, with Highest Honors in Mathematics and Honors in Ancient Civilizations
Amesbury High School 1992 — 1996
Smith Companies, Ltd. June 2013 - Present
Smith Companies, Ltd. - a Partner of Capitas Financial January 2003 - June 2013
Allmerica Financial June 2000 - January 2003
Skills
Competitive Intelligence, Marketing, Insurance, Sales, Strategic Planning, Business Planning, New Business Development, Life Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning, Product Design, Training, Wealth, Investments, Financial Advisory, Series 6, Universal Life
Education
The American College 2006 — 2008
MSFS, Financial Services
Clark University 1996 — 2000
Bachelor of Arts (B.A.), cum laude, with Highest Honors in Mathematics and Honors in Ancient Civilizations
Amesbury High School 1992 — 1996
Dave Beerman, MBA's Allmerica Financial Experience 1992 - 2000
Job Multiple, National and Regional Award winning Executive Sales and Account Management Professional
Industry Pharmaceuticals
Experience
Sanofi - Aventis 2005 - Present
Premier HPC 2003 - 2005
RDS Medical Recruiting 1999 - 2003
Allmerica Financial 1992 - 2000
Skills
Account, territory &..., Business Development..., Marketplace analysis, Marketing Strategies..., Consultative selling..., Public Speaking, Group..., Sales Training,..., Managed Care, Extensive disease state..., Cardiology, Diabetes,..., Allergy, Cross-functional Team..., Diabetes, Leadership, Market Analysis, Sales, Selling, Selling Skills, Business Development, Pharmaceutical Sales, Business Planning, Pharmaceutical Industry, Cardiology, Endocrinology
Education
Lindenwood University 2006 — 2008
MBA
William Jewell College 1988 — 1992
BS, Double Major Business Administration and Psychology
Sanofi - Aventis 2005 - Present
Premier HPC 2003 - 2005
RDS Medical Recruiting 1999 - 2003
Allmerica Financial 1992 - 2000
Skills
Account, territory &..., Business Development..., Marketplace analysis, Marketing Strategies..., Consultative selling..., Public Speaking, Group..., Sales Training,..., Managed Care, Extensive disease state..., Cardiology, Diabetes,..., Allergy, Cross-functional Team..., Diabetes, Leadership, Market Analysis, Sales, Selling, Selling Skills, Business Development, Pharmaceutical Sales, Business Planning, Pharmaceutical Industry, Cardiology, Endocrinology
Education
Lindenwood University 2006 — 2008
MBA
William Jewell College 1988 — 1992
BS, Double Major Business Administration and Psychology
Leif Jensen CPA Leif Jensen CPA's Allmerica Financial Experience February 2001 - December 2005
Job President Leif Jensen and Associates, Certified Public Accounting Firm for entrepreneurs of small/mid sized businesses
Industry Accounting
Experience
LJ Jensen LLC May 2006 - Present
Leif Jensen and Associates February 1993 - Present
Illinois CPA Society April 2010 - March 2013
Solutions for Care January 2005 - December 2008
Allmerica Financial February 2001 - December 2005
Skills
Certified Public..., Certified Specialist in..., Certified QuickBooks..., Consulting, Payroll, Incorporation, QuickBooks, Accounting, Real Estate, Tax, Bookkeeping, Small Business, Business Planning, Non-profits, Budget, Midsized business, Strategic Planning, Income Tax, Finance, Budgets, Nonprofits, Managerial Finance, Strategic Financial..., Social Media, Corporate Finance, Leadership, Strategic Partnerships, CPA, Start-ups, Tax Preparation, Time Management, Auditing, Management, Cash Flow, Financial Reporting, Strategy, Corporate Tax, Management Consulting, Tax Accounting, Internal Controls, Financial Analysis, Investments, Analysis
Education
Dominican University 1989 — 1991
MSA, Public Accounting
Loyola University Chicago 1986 — 1988
BBA, Accounting
LJ Jensen LLC May 2006 - Present
Leif Jensen and Associates February 1993 - Present
Illinois CPA Society April 2010 - March 2013
Solutions for Care January 2005 - December 2008
Allmerica Financial February 2001 - December 2005
Skills
Certified Public..., Certified Specialist in..., Certified QuickBooks..., Consulting, Payroll, Incorporation, QuickBooks, Accounting, Real Estate, Tax, Bookkeeping, Small Business, Business Planning, Non-profits, Budget, Midsized business, Strategic Planning, Income Tax, Finance, Budgets, Nonprofits, Managerial Finance, Strategic Financial..., Social Media, Corporate Finance, Leadership, Strategic Partnerships, CPA, Start-ups, Tax Preparation, Time Management, Auditing, Management, Cash Flow, Financial Reporting, Strategy, Corporate Tax, Management Consulting, Tax Accounting, Internal Controls, Financial Analysis, Investments, Analysis
Education
Dominican University 1989 — 1991
MSA, Public Accounting
Loyola University Chicago 1986 — 1988
BBA, Accounting
Carrie Benoit Carrie Benoit's Allmerica Financial Experience 2001 - 2003
Job AVP, New Business Operations at Symetra
Industry Insurance
Experience
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Phil Lubinski, CFP's Allmerica Financial Experience January 2000 - October 2003
Job Partner, First Financial Strategies LLC
Industry Financial Services
Experience
First Financial Strategies, LLC January 2003 - Present
Strategic Distribution Institute, LLC January 2003 - Present
Allmerica Financial January 2000 - October 2003
Skills
Retirement, Insurance, Fixed Annuities, Retirement Planning, 401k, Estate Planning, Wealth Management, Investments, Strategic Financial..., Disability Insurance, IRAs, Asset Allocation, Financial Advisory, Series 7, Mutual Funds, Wealth, Securities, Financial Planners, Investment Advisory, Series 63, Financial Planning
Education
Colorado State University 1967 — 1972
Bachelor of Science, Psychology/Mathematics
First Financial Strategies, LLC January 2003 - Present
Strategic Distribution Institute, LLC January 2003 - Present
Allmerica Financial January 2000 - October 2003
Skills
Retirement, Insurance, Fixed Annuities, Retirement Planning, 401k, Estate Planning, Wealth Management, Investments, Strategic Financial..., Disability Insurance, IRAs, Asset Allocation, Financial Advisory, Series 7, Mutual Funds, Wealth, Securities, Financial Planners, Investment Advisory, Series 63, Financial Planning
Education
Colorado State University 1967 — 1972
Bachelor of Science, Psychology/Mathematics
Lawrence Kerr Lawrence Kerr's Allmerica Financial Experience 1997 - 2000
Job Systems Administrator at Grand Crowne Resorts
Industry Information Technology and Services
Experience
Grand Crowne Resorts August 2014 - August 2015
Apple June 2014 - August 2014
HP March 2014 - June 2014
FedEx Freight June 2013 - September 2013
Taney County Ambulance District August 2010 - April 2013
Myer Hotels October 2009 - August 2010
Area Agency On Aging September 2005 - September 2009
AHEC NW October 2004 - July 2005
Caesars Entertainment 2000 - 2004
Allmerica Financial 1997 - 2000
Skills
Disaster Recovery, System Administration, Internal Controls, IT Management, Security, Casino, IBM iSeries, Gambling, Operating Systems, Software Documentation, Information Technology, Gaming Industry, Databases, Troubleshooting, IT Operations, Active Directory, Microsoft SQL Server, Virtualization, Cloud Services, Project Management, SOX Compliance, Exchange, Budgets, GIS, Surveillance, Pareto Analysis, Workstation Refresh &..., Title 31, Security Audit, Network Engineering, Process Improvement, VoIP, Hyper-V, VMware Infrastructure, Business Strategy, Business Continuity..., Process Consulting, Database Marketing, Database Administration, Business Process Mapping, Experienced Business..., QuickBooks, PeopleSoft, ADP Payroll, IGT, Technical Support, Integration, Microsoft Exchange, SAN, VDI
Education
Mississippi State University - College of Business and Industry 1986 — 1991
BBA, Banking & Finance
Delta Academy 1973 — 1985
College Preparatory, College Prep
Grand Crowne Resorts August 2014 - August 2015
Apple June 2014 - August 2014
HP March 2014 - June 2014
FedEx Freight June 2013 - September 2013
Taney County Ambulance District August 2010 - April 2013
Myer Hotels October 2009 - August 2010
Area Agency On Aging September 2005 - September 2009
AHEC NW October 2004 - July 2005
Caesars Entertainment 2000 - 2004
Allmerica Financial 1997 - 2000
Skills
Disaster Recovery, System Administration, Internal Controls, IT Management, Security, Casino, IBM iSeries, Gambling, Operating Systems, Software Documentation, Information Technology, Gaming Industry, Databases, Troubleshooting, IT Operations, Active Directory, Microsoft SQL Server, Virtualization, Cloud Services, Project Management, SOX Compliance, Exchange, Budgets, GIS, Surveillance, Pareto Analysis, Workstation Refresh &..., Title 31, Security Audit, Network Engineering, Process Improvement, VoIP, Hyper-V, VMware Infrastructure, Business Strategy, Business Continuity..., Process Consulting, Database Marketing, Database Administration, Business Process Mapping, Experienced Business..., QuickBooks, PeopleSoft, ADP Payroll, IGT, Technical Support, Integration, Microsoft Exchange, SAN, VDI
Education
Mississippi State University - College of Business and Industry 1986 — 1991
BBA, Banking & Finance
Delta Academy 1973 — 1985
College Preparatory, College Prep
Denise Janey Denise Janey's Allmerica Financial Experience 1993 - 1998
Job
Industry Biotechnology
Experience
SeraCare Life Sciences May 2012 - Present
Mercer 2005 - May 2012
Helix Technology 2003 - 2005
Boston Biomedica, Inc. 2000 - 2003
Morton Physician Associates 1999 - 2000
Allmerica Financial 1993 - 1998
Skills
Administrative..., Human Resources, Recruiting, Customer Service, Management
Education
Mount Wachusett Community College 1996 — 1998
A.S., Physical Therapy Assistant
Old Colony
SeraCare Life Sciences May 2012 - Present
Mercer 2005 - May 2012
Helix Technology 2003 - 2005
Boston Biomedica, Inc. 2000 - 2003
Morton Physician Associates 1999 - 2000
Allmerica Financial 1993 - 1998
Skills
Administrative..., Human Resources, Recruiting, Customer Service, Management
Education
Mount Wachusett Community College 1996 — 1998
A.S., Physical Therapy Assistant
Old Colony
Ann Stamm Ann Stamm's Allmerica Financial Experience 1969 - 1976
Job Owner Answers by Ann, Personal Computer Coach
Industry Computer Software
Experience
Answers By Ann Coordinator of Computer Learning LabratoryWorcester Senior CenterJanuary 2006 - Present
Elder Services of Worcester Area, Inc June 2005 - February 2010
Unum 1991 - 2000
MAST industries 1988 - 1991
Avery Dennison 1986 - 1989
Thom McAn 1976 - 1986
Allmerica Financial 1969 - 1976
Uniroyal 1968 - 1969
Skills
New Business Development, Program Management, Project Management, Team Building, Process Improvement, Customer Service, Strategic Planning, Coaching, Microsoft Excel, Budgets, Public Speaking, PowerPoint, Management, Marketing Strategy, Leadership, Advertising, Training, Sales Management, Business Strategy, Operations Management, Change Management, Leadership Development, Marketing, Sales, Databases, Small Business
Education
Gettysburg College 1964 — 1968
BA, Business Administration
Answers By Ann Coordinator of Computer Learning LabratoryWorcester Senior CenterJanuary 2006 - Present
Elder Services of Worcester Area, Inc June 2005 - February 2010
Unum 1991 - 2000
MAST industries 1988 - 1991
Avery Dennison 1986 - 1989
Thom McAn 1976 - 1986
Allmerica Financial 1969 - 1976
Uniroyal 1968 - 1969
Skills
New Business Development, Program Management, Project Management, Team Building, Process Improvement, Customer Service, Strategic Planning, Coaching, Microsoft Excel, Budgets, Public Speaking, PowerPoint, Management, Marketing Strategy, Leadership, Advertising, Training, Sales Management, Business Strategy, Operations Management, Change Management, Leadership Development, Marketing, Sales, Databases, Small Business
Education
Gettysburg College 1964 — 1968
BA, Business Administration
Peter Fruin, PMP Peter Fruin, PMP's Allmerica Financial Experience 1998 - 1999
Job Director, PMO at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance November 2010 - Present
Fidelity Investments 1999 - November 2010
Allmerica Financial 1998 - 1999
Manulife Financial 1997 - 1998
Chubb LifeAmerica 1994 - 1997
American Family Insurance 1984 - 1994
Skills
Insurance, Vendor Relations, Offshore, Vendor, Vendor Management, PMP, SDLC, Software Project..., Program Management, Process Improvement, Analysis, Business Analysis, Business Process, Governance, IT Management, IT Strategy, Leadership, MS Project, Management, Project Delivery, Project Management, Software Development, Systems Analysis, Visio
Education
Franklin Pierce University 1994 — 1996
BS, General Studies
Madison Area Technical College 1981 — 1983
AS, Computer Programming
Liberty Mutual Insurance November 2010 - Present
Fidelity Investments 1999 - November 2010
Allmerica Financial 1998 - 1999
Manulife Financial 1997 - 1998
Chubb LifeAmerica 1994 - 1997
American Family Insurance 1984 - 1994
Skills
Insurance, Vendor Relations, Offshore, Vendor, Vendor Management, PMP, SDLC, Software Project..., Program Management, Process Improvement, Analysis, Business Analysis, Business Process, Governance, IT Management, IT Strategy, Leadership, MS Project, Management, Project Delivery, Project Management, Software Development, Systems Analysis, Visio
Education
Franklin Pierce University 1994 — 1996
BS, General Studies
Madison Area Technical College 1981 — 1983
AS, Computer Programming
Kirsten Creighton Kirsten Creighton's Allmerica Financial Experience 2001 - 2002
Job Accounts Payable Coordinator, LKQ
Industry Accounting
Experience
LKQ Corporation December 2009 - Present
Tatnuck Bead Company December 2009 - January 2014
Lakeside Beads by Tatnuck May 2009 - December 2009
Bead Ambition January 2007 - December 2009
Tatnuck Bead Company/Webster 2006 - May 2009
Tatnuck Bead Company/Worcester 2004 - 2006
Lily Transportation 2003 - 2004
Allmerica Financial 2001 - 2002
Allmerica Financial 1997 - 2002
Skills
Product Development, Product Photography, Product Marketing, Email Marketing, Promotions, Advertising, Publications, Training & Development, Process Analysis, Customer Service, Photography
Education
Quinsigamond Community College 1989 — 1991
Accounting
Dean College 1988 — 1988
Performing Arts/Dance
LKQ Corporation December 2009 - Present
Tatnuck Bead Company December 2009 - January 2014
Lakeside Beads by Tatnuck May 2009 - December 2009
Bead Ambition January 2007 - December 2009
Tatnuck Bead Company/Webster 2006 - May 2009
Tatnuck Bead Company/Worcester 2004 - 2006
Lily Transportation 2003 - 2004
Allmerica Financial 2001 - 2002
Allmerica Financial 1997 - 2002
Skills
Product Development, Product Photography, Product Marketing, Email Marketing, Promotions, Advertising, Publications, Training & Development, Process Analysis, Customer Service, Photography
Education
Quinsigamond Community College 1989 — 1991
Accounting
Dean College 1988 — 1988
Performing Arts/Dance
Michael Klisares Michael Klisares's Allmerica Financial Experience 1992 - 2002
Job Regional Director at Cantor Fitzgerald & Co.
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Cantor Fitzgerald September 2015 - Present
Highland Capital Management, L.P. June 2014 - July 2015
ICON Investments August 2013 - July 2014
Behringer Harvard 2002 - March 2013
Allmerica Financial 1992 - 2002
Eden Financial 1985 - 1992
AG Edwards 1981 - 1985
Burroughs 1977 - 1981
Skills
Series 7, Investments, Mutual Funds, Fixed Annuities, Series 63, Retirement Planning, Alternative Investments, Real Estate Transactions, Securities, Wealth Management, Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, FINRA, Insurance, Financial Planning, ETFs, Real Estate, Investment Strategies, Uniform Combined State...
Education
Iowa State University 1973 — 1977
Bachelor, Finance
Mike Priganc Mike Priganc's Allmerica Financial Experience 1974 - 1995
Job Independent Consultant at Ambit Energy
Industry Financial Services
Experience
Ambit Energy February 2013 - Present
Michael Priganc & Associates January 2003 - Present
LegalShield September 1998 - Present
LegalShield 1998 - Present
Pittsburgh Institute of Mortuary Sciences 1995 - Present
Pgh. Institute of Mortuary Sciences 1996 - 2011
Guardian - Luttner Financial Group 1995 - 2003
Allmerica Financial 1974 - 1995
Education
Duquesne University 1971 — 1975
BA, Psychology
St. Joseph's 1968 — 1971
Diploma
Holy Cross Prep School 1967 — 1968
Ambit Energy February 2013 - Present
Michael Priganc & Associates January 2003 - Present
LegalShield September 1998 - Present
LegalShield 1998 - Present
Pittsburgh Institute of Mortuary Sciences 1995 - Present
Pgh. Institute of Mortuary Sciences 1996 - 2011
Guardian - Luttner Financial Group 1995 - 2003
Allmerica Financial 1974 - 1995
Education
Duquesne University 1971 — 1975
BA, Psychology
St. Joseph's 1968 — 1971
Diploma
Holy Cross Prep School 1967 — 1968
Melissa L. George Bailey's Allmerica Financial Experience May 1997 - March 2003
Job Financial Planner, Retirement/Income Specialist, Public Sector Area Manager
Industry Financial Services
Experience
Melissa L. George & Associates, LLC and Colonial Life April 2004 - Present
National Sales Network January 2000 - December 2007
MetLife: Madison Financial Group March 2003 - January 2004
Allmerica Financial May 1997 - March 2003
Skills
Financial Planning, Retirement Planning, Medicare, IRA's, Estate Planning, Special Needs Planning, Business Planning, Executive Compensation, Personal Finance, Small Business, Speaking Engagements, Feature Writing, Workshop Presentation, Insurance, Investments, Long Term Care, Annuities, Long-term Care, Fixed Annuities, Strategic Financial..., IRAs, Financial Services, Financial Planners, Life Insurance, Disability Insurance, Public Speaking, Long Term Care Insurance, Mortgage Lending, Special Education, Wealth Accumulation, Retirement
Education
University of Georgia - Terry College of Business 2011 — 2015
Certificate, Financial Planning
Georgia State University 1985 — 1994
BBA, Business Management
Melissa L. George & Associates, LLC and Colonial Life April 2004 - Present
National Sales Network January 2000 - December 2007
MetLife: Madison Financial Group March 2003 - January 2004
Allmerica Financial May 1997 - March 2003
Skills
Financial Planning, Retirement Planning, Medicare, IRA's, Estate Planning, Special Needs Planning, Business Planning, Executive Compensation, Personal Finance, Small Business, Speaking Engagements, Feature Writing, Workshop Presentation, Insurance, Investments, Long Term Care, Annuities, Long-term Care, Fixed Annuities, Strategic Financial..., IRAs, Financial Services, Financial Planners, Life Insurance, Disability Insurance, Public Speaking, Long Term Care Insurance, Mortgage Lending, Special Education, Wealth Accumulation, Retirement
Education
University of Georgia - Terry College of Business 2011 — 2015
Certificate, Financial Planning
Georgia State University 1985 — 1994
BBA, Business Management
Michael Mooney's Allmerica Financial Experience 1994 - 1995
Job Client Services Manager at eBay Enterprise (an eBay Inc. division)
Industry Internet
Experience
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
eBay Enterprise October 2015 - Present
Deem, Inc. (Formerly Digistrive/AAA Member Deals) 2012 - 2015
BuyWithMe (Startup was dissolved by Bain Capital) 2011 - 2011
Brown Brothers Harriman 2008 - 2010
Investors Bank & Trust (Acquired by State Street) 1998 - 2008
Investors Bank & Trust (Acquired by State Street) 1997 - 1998
Investors Bank & Trust (Acquired by State Street) 1995 - 1997
Allmerica Financial 1994 - 1995
Skills
Business Development, Account Management, Lead Generation, Relationship Management, Strategy, Risk Management, Sales, Analytics, Salesforce.com, CRM, Management, Financial Services, Bloomberg, Equities, Sales Operations, Securities, Fixed Income, E-commerce, Social Media, Securities Lending, Trading, Financial Risk, Executive Management, Portfolio Management, Business Ideas, Mutual Funds, Financial Markets, Hedge Funds, Series 63, Mergers & Acquisitions, Analysis, Daily Deals, Customer Retention, Product Management, SugarCRM, Asset Management, Corporate Actions, Digital Marketing, Sales Management, Quality Control, Funding, Basecamp, Client Services, National Account..., Innovation, Account Retention, Vetting, Affiliate Management, Customer Support, Professional Mentoring
Education
Clark University Graduate School of Management 1993 — 1994
MBA, Business Management
Clark University 1989 — 1993
B.A., Business Management
Masuk High School 1986 — 1989
General Studies
Philip Masi, MBA, CFP® Philip Masi, MBA, CFP®'s Allmerica Financial Experience November 1992 - December 2003
Job Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1992 - December 2003
Skills
Retirement Planning, Retirement Distribution..., Financial Planning, Fee Planning, Investments, Wealth Transfer, Charitable Gift Planning, Tax Reduction Strategies, Wealth Management, Portfolio Analysis, Wealth Accumulation, Qualified Retirement..., 401k Rollovers, Risk Management, Family Income..., Life Insurance, Disability Insurance, Long Term Care Insurance, Special Needs Planning, Education Funding..., Business Owner Planning, Business Continuity..., Business Succession..., Simple IRA, SEP IRA, Employee Benefits, Executive Compensation..., Employee Educational...
Education
College for Financial Planning 1997 — 2001
CFP®, Financial Planning
University of Bridgeport 1977 — 1982
Master of Business Administration (M.B.A.), Accounting
Villanova University 1970 — 1974
Bachelor of Science, Accounting
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1992 - December 2003
Skills
Retirement Planning, Retirement Distribution..., Financial Planning, Fee Planning, Investments, Wealth Transfer, Charitable Gift Planning, Tax Reduction Strategies, Wealth Management, Portfolio Analysis, Wealth Accumulation, Qualified Retirement..., 401k Rollovers, Risk Management, Family Income..., Life Insurance, Disability Insurance, Long Term Care Insurance, Special Needs Planning, Education Funding..., Business Owner Planning, Business Continuity..., Business Succession..., Simple IRA, SEP IRA, Employee Benefits, Executive Compensation..., Employee Educational...
Education
College for Financial Planning 1997 — 2001
CFP®, Financial Planning
University of Bridgeport 1977 — 1982
Master of Business Administration (M.B.A.), Accounting
Villanova University 1970 — 1974
Bachelor of Science, Accounting
Donna Gould Donna Gould's Allmerica Financial Experience 2005 - 2009
Job Program Director at The Hanover Insurance Group
Industry Insurance
Experience
The Hanover Insurance Group January 2014 - Present
The Hanover Insurance Group 2009 - 2013
Allmerica Financial 2005 - 2009
Allmerica Financial 2002 - 2005
Skills
Process Improvement, Program Management, Business Analysis, Analysis, Vendor Management, PMO, Insurance, Leadership, Management, Project Management, Project Portfolio..., SDLC, Change Management, Performance Management, Strategy, Risk Management, Problem Solving, Leadership Development, Strategic Planning, Financial Reporting, Staff Development, Teamwork, Analytics, Team Building
Education
Nichols College 2013 — 2015
Master’s Degree, Science in Organizaional Leadership, 3.89 GPA
University of Massachusetts, Amherst 1993 — 1997
Bachelor’s Degree, Bachelor of Arts
The Hanover Insurance Group January 2014 - Present
The Hanover Insurance Group 2009 - 2013
Allmerica Financial 2005 - 2009
Allmerica Financial 2002 - 2005
Skills
Process Improvement, Program Management, Business Analysis, Analysis, Vendor Management, PMO, Insurance, Leadership, Management, Project Management, Project Portfolio..., SDLC, Change Management, Performance Management, Strategy, Risk Management, Problem Solving, Leadership Development, Strategic Planning, Financial Reporting, Staff Development, Teamwork, Analytics, Team Building
Education
Nichols College 2013 — 2015
Master’s Degree, Science in Organizaional Leadership, 3.89 GPA
University of Massachusetts, Amherst 1993 — 1997
Bachelor’s Degree, Bachelor of Arts
Anna Howard's Allmerica Financial Experience November 2000 - March 2005
Job CPA, MBA, CMA
Industry Accounting
Experience
IPG Photonics May 2012 - Present
IPG Photonics March 2005 - May 2012
Allmerica Financial November 2000 - March 2005
PricewaterhouseCoopers September 1996 - June 2000
Brazee & Huban 1995 - 1995
Sports Marketing International 1993 - 1994
Skills
CMA, CFM, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Forecasting, SEC filings, Accounting, Budgets, GAAP, Financial Accounting, Variance Analysis, Consolidation, Process Improvement, Internal Audit, Microsoft Excel, Finance, Account Reconciliation, CPA, SEC Filings
Education
Clark University 2009 — 2015
Master of Business Administration (M.B.A.), Global Business, 3.98
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1996
Bachelor of Science (BS), Accounting, 3.96
Berkshire Community College 1992 — 1993
Associate's in BA, Business
Moscow Institute of Management 1988 — 1992
International Economics
IPG Photonics May 2012 - Present
IPG Photonics March 2005 - May 2012
Allmerica Financial November 2000 - March 2005
PricewaterhouseCoopers September 1996 - June 2000
Brazee & Huban 1995 - 1995
Sports Marketing International 1993 - 1994
Skills
CMA, CFM, Financial Reporting, US GAAP, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Forecasting, SEC filings, Accounting, Budgets, GAAP, Financial Accounting, Variance Analysis, Consolidation, Process Improvement, Internal Audit, Microsoft Excel, Finance, Account Reconciliation, CPA, SEC Filings
Education
Clark University 2009 — 2015
Master of Business Administration (M.B.A.), Global Business, 3.98
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1996
Bachelor of Science (BS), Accounting, 3.96
Berkshire Community College 1992 — 1993
Associate's in BA, Business
Moscow Institute of Management 1988 — 1992
International Economics
Sandy (Hjulstrom) Namin Sandy (Hjulstrom) Namin's Allmerica Financial Experience 1979 - 2004
Job Application Developer III (contract) at Genzyme, a Sanofi company
Industry Biotechnology
Experience
Perficient April 2014 - May 2015
BioPharm Systems, Inc. August 2013 - March 2014
Veristat, Inc. June 2012 - October 2012
Aptiv Solutions September 2010 - June 2012
Averion International Corporation November 2006 - September 2010
Allmerica Financial 1979 - 2004
Skills
EDC, Clinical Trials, CDISC, CRO, GCP, Oracle PL/SQL..., SDLC, IVR, Java, VBA, Crystal Reports, Oracle Forms, SAS Base, Databases, Data Analysis, Lifesciences, 21 CFR Part 11, Validation, Oracle
Education
University of Maryland University College 2004 — 2006
M.S., Biotechnology Studies / Bioinformatics
UMass Lowell 2004 — 2004
Department of Computer Science
Clark University 1975 — 1979
B.A., Mathematics
Perficient April 2014 - May 2015
BioPharm Systems, Inc. August 2013 - March 2014
Veristat, Inc. June 2012 - October 2012
Aptiv Solutions September 2010 - June 2012
Averion International Corporation November 2006 - September 2010
Allmerica Financial 1979 - 2004
Skills
EDC, Clinical Trials, CDISC, CRO, GCP, Oracle PL/SQL..., SDLC, IVR, Java, VBA, Crystal Reports, Oracle Forms, SAS Base, Databases, Data Analysis, Lifesciences, 21 CFR Part 11, Validation, Oracle
Education
University of Maryland University College 2004 — 2006
M.S., Biotechnology Studies / Bioinformatics
UMass Lowell 2004 — 2004
Department of Computer Science
Clark University 1975 — 1979
B.A., Mathematics
Debbie Mathews Finch, SPHR Debbie Mathews Finch, SPHR's Allmerica Financial Experience 1996 - 2004
Job Senior HR Consultant at Mathews Finch Consulting Group
Industry Human Resources
Experience
Mathews Finch Consulting Group April 2015 - Present
The Hanover Insurance Group 2010 - April 2015
The Hanover Insurance Group 2007 - 2010
The Hanover Insurance Group 2004 - 2007
Allmerica Financial 1996 - 2004
Citizens Insurance Company of America 1987 - 1996
Skills
HR Consulting, Executive Search, Executive Coaching, Executive Management, Leadership, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Performance Management, Workforce Planning, Employee Relations, Organizational..., Employee Training, Process Improvement, Strategic HR, Change Management, Leadership Development, Career Development, Employee Engagement, HR Policies, Organizational Design, Organizational..., Mergers
Education
Hodges University
Center for Nonprofit Excellence - Certificate Program in Management, Operations and Goverance
University of Michigan
BA, Organizational Psychology
University of Michigan - Stephen M. Ross School of Business
School of Executive Education
Mathews Finch Consulting Group April 2015 - Present
The Hanover Insurance Group 2010 - April 2015
The Hanover Insurance Group 2007 - 2010
The Hanover Insurance Group 2004 - 2007
Allmerica Financial 1996 - 2004
Citizens Insurance Company of America 1987 - 1996
Skills
HR Consulting, Executive Search, Executive Coaching, Executive Management, Leadership, Talent Management, Talent Acquisition, Succession Planning, Onboarding, Performance Management, Workforce Planning, Employee Relations, Organizational..., Employee Training, Process Improvement, Strategic HR, Change Management, Leadership Development, Career Development, Employee Engagement, HR Policies, Organizational Design, Organizational..., Mergers
Education
Hodges University
Center for Nonprofit Excellence - Certificate Program in Management, Operations and Goverance
University of Michigan
BA, Organizational Psychology
University of Michigan - Stephen M. Ross School of Business
School of Executive Education
Dina Bolger Dina Bolger's Allmerica Financial Experience July 1997 - January 1999
Job Administrative Assistant at Blackman Plumbing Supply Co., Inc.
Industry Utilities
Experience
Blackman Plumbing Supply Co., Inc. October 2014 - Present
Utility Refund Solutions, Inc. September 2006 - Present
Pat-Med School District October 2011 - October 2014
Community Development Corporation of LI January 1999 - January 2006
JOHN HANCOCK FINANCIAL SERVICES December 1998 - February 2000
Allmerica Financial July 1997 - January 1999
COMPUTER ASSOCIATES, INTERNATIONAL, INC October 1995 - December 1996
E.W. HOFFMANN, INC., Heating & Air Conditioning Systems January 1992 - October 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Marketing, PowerPoint, Microsoft Word, Call Center, Social Media Marketing, Customer Satisfaction, Event Planning
Education
Dowling College 1988 — 1996
Bachelor's degree, Business Administration and Management, General
Suffolk County Community College 1988 — 1990
Associate's degree, Business Administration and Management, General
Blackman Plumbing Supply Co., Inc. October 2014 - Present
Utility Refund Solutions, Inc. September 2006 - Present
Pat-Med School District October 2011 - October 2014
Community Development Corporation of LI January 1999 - January 2006
JOHN HANCOCK FINANCIAL SERVICES December 1998 - February 2000
Allmerica Financial July 1997 - January 1999
COMPUTER ASSOCIATES, INTERNATIONAL, INC October 1995 - December 1996
E.W. HOFFMANN, INC., Heating & Air Conditioning Systems January 1992 - October 1995
Skills
Customer Service, Microsoft Office, Microsoft Excel, Social Media, Marketing, PowerPoint, Microsoft Word, Call Center, Social Media Marketing, Customer Satisfaction, Event Planning
Education
Dowling College 1988 — 1996
Bachelor's degree, Business Administration and Management, General
Suffolk County Community College 1988 — 1990
Associate's degree, Business Administration and Management, General
Nancy Kirkpatrick-Acquista's Allmerica Financial Experience 1998 - July 2000
Job RN, CPCH, COC, Clinical Compliance Coordinator at Boston Children's Hospital
Industry Hospital & Health Care
Experience
Boston Children's Hospital March 2012 - Present
Fallon Community Health Plan January 2008 - March 2012
Senior Whole Health January 2007 - January 2008
Public Sector Partners / UMMS June 2004 - January 2007
UMass Memorial Medical Center November 2000 - June 2004
Allmerica Financial 1998 - July 2000
Allmerica Financial 1996 - 1998
Fatima Hospital 1985 - 1986
Fatima Hospital 1985 - 1986
Skills
Medicare Compliance, Medical Coding, Medical Record Review, Medicare, Compliance, Hospitals, Healthcare Management, Nursing, Insurance, Microsoft Office, Customer Service, Managed Care, Medical Records, Medical Billing, Healthcare, Case Managment, Medicaid, Paralegals, Legal Nurse Consulting, HIPAA, Software Documentation, Case Management, Home Care, Health Insurance
Education
AAPC 2012 — 2012
CPC-H, Medical Insurance Coding Specialist/Coder
Kaplan University 2010 — 2011
Certificate, Forensic Nursing
Saint Joseph's College 2008 — 2011
BS elig, Criminal Justice
Northeastern University 2005 — 2006
Paralegal, Legal
Mount Wachusett Community College 1978 — 1980
AS/ADN, Nursing Science
David Hale Fanning School of Health and Technical Occupations 1976 — 1977
LPN, Nursing
North HS
North HS
Boston Children's Hospital March 2012 - Present
Fallon Community Health Plan January 2008 - March 2012
Senior Whole Health January 2007 - January 2008
Public Sector Partners / UMMS June 2004 - January 2007
UMass Memorial Medical Center November 2000 - June 2004
Allmerica Financial 1998 - July 2000
Allmerica Financial 1996 - 1998
Fatima Hospital 1985 - 1986
Fatima Hospital 1985 - 1986
Skills
Medicare Compliance, Medical Coding, Medical Record Review, Medicare, Compliance, Hospitals, Healthcare Management, Nursing, Insurance, Microsoft Office, Customer Service, Managed Care, Medical Records, Medical Billing, Healthcare, Case Managment, Medicaid, Paralegals, Legal Nurse Consulting, HIPAA, Software Documentation, Case Management, Home Care, Health Insurance
Education
AAPC 2012 — 2012
CPC-H, Medical Insurance Coding Specialist/Coder
Kaplan University 2010 — 2011
Certificate, Forensic Nursing
Saint Joseph's College 2008 — 2011
BS elig, Criminal Justice
Northeastern University 2005 — 2006
Paralegal, Legal
Mount Wachusett Community College 1978 — 1980
AS/ADN, Nursing Science
David Hale Fanning School of Health and Technical Occupations 1976 — 1977
LPN, Nursing
North HS
North HS
Donald Burnham Donald Burnham's Allmerica Financial Experience 1990 - 1992
Job CCONortheast Planning Associates, Inc.
Industry Financial Services
Experience
LPL Financial October 2007 - Present
Northeast Planning Associates, Inc May 2002 - Present
Mutual Service Company 2003 - 2007
Fidelity Investments January 1992 - April 1998
Allmerica Financial 1990 - 1992
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Investment Advisory
Education
New England College 1967 — 1970
BA, Economics
Reading Memorial High School 1962 — 1965
LPL Financial October 2007 - Present
Northeast Planning Associates, Inc May 2002 - Present
Mutual Service Company 2003 - 2007
Fidelity Investments January 1992 - April 1998
Allmerica Financial 1990 - 1992
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Investment Advisory
Education
New England College 1967 — 1970
BA, Economics
Reading Memorial High School 1962 — 1965
Rick Comeau Rick Comeau's Allmerica Financial Experience August 1992 - June 1995
Job Vice President at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon May 2013 - Present
State Street June 2000 - February 2013
Corporate Software & Technology July 1998 - June 2000
State Street June 1995 - July 1998
Allmerica Financial August 1992 - June 1995
Skills
User Experience Design, User Interface Design, Web Design, Mobile Devices, Web Applications, Web Development, Web Analytics, Financial Services, Business Analysis, Vendor Management, Relationship Management, Process Improvement, Back Office, Project Management, Information Architecture, Rapid Prototyping, Wireframes, Usability Testing, Heuristic Evaluation, Corporate Branding, Human Computer..., Interaction Design, Risk Management
Education
Johnson and Wales University 1988 — 1992
Electrical and Electronics Engineering
BNY Mellon May 2013 - Present
State Street June 2000 - February 2013
Corporate Software & Technology July 1998 - June 2000
State Street June 1995 - July 1998
Allmerica Financial August 1992 - June 1995
Skills
User Experience Design, User Interface Design, Web Design, Mobile Devices, Web Applications, Web Development, Web Analytics, Financial Services, Business Analysis, Vendor Management, Relationship Management, Process Improvement, Back Office, Project Management, Information Architecture, Rapid Prototyping, Wireframes, Usability Testing, Heuristic Evaluation, Corporate Branding, Human Computer..., Interaction Design, Risk Management
Education
Johnson and Wales University 1988 — 1992
Electrical and Electronics Engineering
Andy Rogalski Andy Rogalski's Allmerica Financial Experience 1979 - 2000
Job Senior Underwriting Consultant at MetLife
Industry Insurance
Experience
MetLife 2000 - Present
Allmerica Financial 1979 - 2000
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Life Insurance, Health Insurance
Education
Anna Maria College - MBA 1980 — 1982
MBA, Business Finance
Nichols College 1975 — 1979
BS, Management
St Mary's HS 1972 — 1975
MetLife 2000 - Present
Allmerica Financial 1979 - 2000
Skills
Disability Insurance, Insurance, Underwriting, Employee Benefits, Life Insurance, Health Insurance
Education
Anna Maria College - MBA 1980 — 1982
MBA, Business Finance
Nichols College 1975 — 1979
BS, Management
St Mary's HS 1972 — 1975
Susie Simpson's Allmerica Financial Experience 1995 - 1999
Job Executive Vice President at Fallon Benefits Group
Industry Insurance
Experience
Fallon Benefits Group September 2015 - Present
Fallon Benefits Group June 2007 - Present
Wachovia Insurance Services/Hamilton Dorsey Alston 1999 - 2007
Allmerica Financial 1995 - 1999
Confederation Life 1985 - 1995
Education
Georgia Southern University 1981 — 1985
BBA
Fallon Benefits Group September 2015 - Present
Fallon Benefits Group June 2007 - Present
Wachovia Insurance Services/Hamilton Dorsey Alston 1999 - 2007
Allmerica Financial 1995 - 1999
Confederation Life 1985 - 1995
Education
Georgia Southern University 1981 — 1985
BBA
Dan Wiley Dan Wiley's Allmerica Financial Experience May 2005 - October 2005
Job Data Warehouse/ Big Data Expert
Industry Information Technology and Services
Experience
NES - New England Systems July 2012 - Present
IQ Associates Inc. February 2009 - Present
CSG International November 2012 - April 2013
Fresenius Medical Care 2009 - October 2012
IQ Associates 2009 - February 2010
Cambridge Interactive Development Corp September 2007 - March 2009
(General) Electric Insurance October 2005 - September 2007
Allmerica Financial May 2005 - October 2005
Harte-Hanks Data Technologies 2004 - 2005
AIR Worldwide 2003 - 2004
Skills
Netezza, Customer Relations, Team Building, Systems Engineering, Data Warehousing, Database Design, Performance Engineering, big data, Oracle, GIS, High Performance..., CRM software, Predictive Analytics, Big Data, CRM, Data Architecture, Business Intelligence, ETL, Customer Service, PowerPoint, Data Modeling, Data Quality, Data Integration, Enterprise Architecture, Software Development, SDLC, Integration, Databases, Architecture, Enterprise Software, Data Warehouse..., Business Objects, SOA, Analytics, SSIS, T-SQL, Microsoft SQL Server, Data Mining, Informatica, Dimensional Modeling, Master Data Management, Architectures
Education
Colorado Technical University 1992 — 1994
MSCS, Comp Sci/ Systems Engineering
Rollins College 1981 — 1984
BS, Math & Comp Science
NES - New England Systems July 2012 - Present
IQ Associates Inc. February 2009 - Present
CSG International November 2012 - April 2013
Fresenius Medical Care 2009 - October 2012
IQ Associates 2009 - February 2010
Cambridge Interactive Development Corp September 2007 - March 2009
(General) Electric Insurance October 2005 - September 2007
Allmerica Financial May 2005 - October 2005
Harte-Hanks Data Technologies 2004 - 2005
AIR Worldwide 2003 - 2004
Skills
Netezza, Customer Relations, Team Building, Systems Engineering, Data Warehousing, Database Design, Performance Engineering, big data, Oracle, GIS, High Performance..., CRM software, Predictive Analytics, Big Data, CRM, Data Architecture, Business Intelligence, ETL, Customer Service, PowerPoint, Data Modeling, Data Quality, Data Integration, Enterprise Architecture, Software Development, SDLC, Integration, Databases, Architecture, Enterprise Software, Data Warehouse..., Business Objects, SOA, Analytics, SSIS, T-SQL, Microsoft SQL Server, Data Mining, Informatica, Dimensional Modeling, Master Data Management, Architectures
Education
Colorado Technical University 1992 — 1994
MSCS, Comp Sci/ Systems Engineering
Rollins College 1981 — 1984
BS, Math & Comp Science
Gail Rao Gail Rao's Allmerica Financial Experience May 1999 - April 2000
Job Provider of Communication Solutions
Industry Professional Training & Coaching
Experience
Rao Design Group, Inc. April 2000 - Present
TechComm Partners Inc January 2012 - Present
EWGA March 2005 - September 2011
MyTradingClub.net April 2010 - April 2011
Prudential Page Realty March 2008 - January 2009
AT&T April 2008 - September 2008
CIGNA Healthcare May 2000 - June 2007
Allmerica Financial May 1999 - April 2000
Information Mapping, Inc. September 1998 - May 1999
Elcom May 1997 - July 1998
Skills
Instructional Design, Information Mapping, Training Course..., Presentation Development, Constant Contact, Wordpress, Instructor-led Training, PowerPoint, Procedure Manuals, Job Aids, Performance Support, User Documentation, Usability Testing, Training Manuals, Microsoft Publisher, Word Processing, Storyboarding, Training, Technical Training, Leadership, E-Learning, Program Management, ADDIE, Needs Analysis, Blended Learning, Training Delivery, Learning Management
Education
Clemson University - College of Business and Behavioral Science 1977 — 1981
BA
Asheville High School 1975 — 1977
Clark University's Computer Career Institue 1999 — 2000
Rao Design Group, Inc. April 2000 - Present
TechComm Partners Inc January 2012 - Present
EWGA March 2005 - September 2011
MyTradingClub.net April 2010 - April 2011
Prudential Page Realty March 2008 - January 2009
AT&T April 2008 - September 2008
CIGNA Healthcare May 2000 - June 2007
Allmerica Financial May 1999 - April 2000
Information Mapping, Inc. September 1998 - May 1999
Elcom May 1997 - July 1998
Skills
Instructional Design, Information Mapping, Training Course..., Presentation Development, Constant Contact, Wordpress, Instructor-led Training, PowerPoint, Procedure Manuals, Job Aids, Performance Support, User Documentation, Usability Testing, Training Manuals, Microsoft Publisher, Word Processing, Storyboarding, Training, Technical Training, Leadership, E-Learning, Program Management, ADDIE, Needs Analysis, Blended Learning, Training Delivery, Learning Management
Education
Clemson University - College of Business and Behavioral Science 1977 — 1981
BA
Asheville High School 1975 — 1977
Clark University's Computer Career Institue 1999 — 2000
Tom Rizzo Tom Rizzo's Allmerica Financial Experience May 1995 - April 2003
Job Co0wner/Operator
Industry Wine and Spirits
Experience
Rizzo's Liquors & Market February 2013 - Present
Massachusetts College of Liberal Arts February 2003 - Present
Bobby Hudpucker's Grill & Pub May 2003 - August 2009
Allmerica Financial May 1995 - April 2003
Untited States Air Force July 1992 - July 1995
Atlanta Braves June 1988 - January 1992
Skills
Public Speaking, PowerPoint, Microsoft Office, Student Development, Microsoft Word, Microsoft Excel, Student Affairs, Customer Service, Admissions, Team Building, Academia, QuickBooks, Strategic Planning, Budgets, College Teaching, Teaching, Curriculum Development, Management, Marketing, Entrepreneurship, Leadership, Nonprofits, Social Networking
Education
Massachusetts College of Liberal Arts 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Wayland Baptist University 1993 — 1995
Bachelor's degree, Business Administration
North Adams State College 1985 — 1988
Rizzo's Liquors & Market February 2013 - Present
Massachusetts College of Liberal Arts February 2003 - Present
Bobby Hudpucker's Grill & Pub May 2003 - August 2009
Allmerica Financial May 1995 - April 2003
Untited States Air Force July 1992 - July 1995
Atlanta Braves June 1988 - January 1992
Skills
Public Speaking, PowerPoint, Microsoft Office, Student Development, Microsoft Word, Microsoft Excel, Student Affairs, Customer Service, Admissions, Team Building, Academia, QuickBooks, Strategic Planning, Budgets, College Teaching, Teaching, Curriculum Development, Management, Marketing, Entrepreneurship, Leadership, Nonprofits, Social Networking
Education
Massachusetts College of Liberal Arts 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Wayland Baptist University 1993 — 1995
Bachelor's degree, Business Administration
North Adams State College 1985 — 1988
Steven Seward Steven Seward's Allmerica Financial Experience 1998 - 2003
Job Owner/Founder of Lifepoint Financial Solutions, LLC
Industry Financial Services
Experience
Lifepoint Financial Solutions, LLC January 2003 - Present
Allmerica Financial 1998 - 2003
Skills
Financial Advisory, Securities, Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Planners, Finance, Risk Management
Education
College for Financial Planning
CFP
Institute of Business and Finance
Masters of Science in Financial Services
University of Toledo
Bachelors of Business Administration, Finance
Lifepoint Financial Solutions, LLC January 2003 - Present
Allmerica Financial 1998 - 2003
Skills
Financial Advisory, Securities, Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Planners, Finance, Risk Management
Education
College for Financial Planning
CFP
Institute of Business and Finance
Masters of Science in Financial Services
University of Toledo
Bachelors of Business Administration, Finance
Ron Latva's Allmerica Financial Experience 1997 - 2000
Job Claims Administration at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance 2007 - Present
Bristol West Insurance Group 2000 - 2009
Bristol West 2000 - 2006
Allmerica Financial 1997 - 2000
Great American Insurance 1986 - 1997
Skills
Net Promoter Score, General Insurance, Property & Casualty..., Insurance, Claim, Claims Management, Umbrella Insurance, Subrogation, Underwriting, Casualty, Product Management, Commercial Insurance, Business Analysis, Homeowners, Actuarial Science, Risk Management, Business Process..., Litigation Management, Legal Liability, Pricing, Liability, Professional Liability, Commercial Lines, Reinsurance
Education
Miami University 1983 — 1986
BS/BA, Math/Stats
Farmers Insurance 2007 - Present
Bristol West Insurance Group 2000 - 2009
Bristol West 2000 - 2006
Allmerica Financial 1997 - 2000
Great American Insurance 1986 - 1997
Skills
Net Promoter Score, General Insurance, Property & Casualty..., Insurance, Claim, Claims Management, Umbrella Insurance, Subrogation, Underwriting, Casualty, Product Management, Commercial Insurance, Business Analysis, Homeowners, Actuarial Science, Risk Management, Business Process..., Litigation Management, Legal Liability, Pricing, Liability, Professional Liability, Commercial Lines, Reinsurance
Education
Miami University 1983 — 1986
BS/BA, Math/Stats
Ron Medley Ron Medley's Allmerica Financial Experience January 1997 - August 1999
Job President & Investment Manager at Moloney Securities Asset Management
Industry Investment Management
Experience
Moloney Securities Asset Management August 1999 - Present
Allmerica Financial January 1997 - August 1999
Lindner Funds / Ryback Management March 1995 - October 1996
Skills
Investments, Asset Management, Strategic Financial..., Investment Management, Series 7, Asset Managment, Financial Planning
Education
Saint Louis University 1995 — 1997
MA, Public Aministration
Maryville University of Saint Louis 1985 — 1990
BA, Business/Finance
Moloney Securities Asset Management August 1999 - Present
Allmerica Financial January 1997 - August 1999
Lindner Funds / Ryback Management March 1995 - October 1996
Skills
Investments, Asset Management, Strategic Financial..., Investment Management, Series 7, Asset Managment, Financial Planning
Education
Saint Louis University 1995 — 1997
MA, Public Aministration
Maryville University of Saint Louis 1985 — 1990
BA, Business/Finance
Raymond McIntosh Raymond McIntosh's Allmerica Financial Experience 1986 - 2001
Job Consultant at Linea Solutions, Inc.
Industry Information Technology and Services
Experience
Linea Solutions, Inc. October 2012 - Present
HP August 2012 - October 2012
HP 2007 - April 2012
State of Michigan 2001 - 2007
Allmerica Financial 1986 - 2001
Skills
PMP, Project Management, PMO, Quality Assurance, Resource Management, Coaching, Contract Negotiation, Requirements Analysis, Business Process, Agile Methodologies, Business Process..., Enterprise Architecture, Software Development, Management, Business Analysis, SDLC, Leadership, Vendor Management, Analysis, Data Warehousing, IT Strategy, Project Portfolio..., Software Project..., Program Management, Integration, Team Management, Information Technology, MS Project, SharePoint, Visio
Education
Eastern Michigan University 1988 — 1996
MBA, Business
DeVry Institute of Technology 1982 — 1986
BS, Information Systems
The George Washington University 1988 — 2001
Master's Certificate, IT Project Management
Linea Solutions, Inc. October 2012 - Present
HP August 2012 - October 2012
HP 2007 - April 2012
State of Michigan 2001 - 2007
Allmerica Financial 1986 - 2001
Skills
PMP, Project Management, PMO, Quality Assurance, Resource Management, Coaching, Contract Negotiation, Requirements Analysis, Business Process, Agile Methodologies, Business Process..., Enterprise Architecture, Software Development, Management, Business Analysis, SDLC, Leadership, Vendor Management, Analysis, Data Warehousing, IT Strategy, Project Portfolio..., Software Project..., Program Management, Integration, Team Management, Information Technology, MS Project, SharePoint, Visio
Education
Eastern Michigan University 1988 — 1996
MBA, Business
DeVry Institute of Technology 1982 — 1986
BS, Information Systems
The George Washington University 1988 — 2001
Master's Certificate, IT Project Management
Beth Cutliffe Beth Cutliffe's Allmerica Financial Experience December 1991 - June 1997
Job Underwriting Consultant at Workplace Benefit Solutions
Industry Insurance
Experience
Workplace Benefit Solutions, A HUB International Company February 2004 - Present
CIGNA Healthcare February 1998 - December 2003
Allmerica Financial December 1991 - June 1997
BCBSNH July 1987 - September 1991
Skills
Disability Insurance, Leadership, Employee Benefits, Reinsurance, Health Insurance, Strategy, Insurance, Life Insurance, Brokers, Underwriting, Healthcare, Risk Management, Group Insurance, Health Savings Accounts, Health Care Reform
Education
Colby College 1983 — 1987
BA, Administrative Science and Mathematics
University of Warwick 1986 — 1986
Central High School 1979 — 1983
Workplace Benefit Solutions, A HUB International Company February 2004 - Present
CIGNA Healthcare February 1998 - December 2003
Allmerica Financial December 1991 - June 1997
BCBSNH July 1987 - September 1991
Skills
Disability Insurance, Leadership, Employee Benefits, Reinsurance, Health Insurance, Strategy, Insurance, Life Insurance, Brokers, Underwriting, Healthcare, Risk Management, Group Insurance, Health Savings Accounts, Health Care Reform
Education
Colby College 1983 — 1987
BA, Administrative Science and Mathematics
University of Warwick 1986 — 1986
Central High School 1979 — 1983
Michael Bellis, CFP®, CLU Michael Bellis, CFP®, CLU's Allmerica Financial Experience July 1994 - October 2003
Job Certified Financial Planner™ at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
LPL Financial August 2009 - Present
Waterstone Financial Group October 2003 - August 2009
Allmerica Financial July 1994 - October 2003
Skills
Retirement Planning, Investments, Financial Services, Finance, Asset Allocation, Financial Planning, Securities, 401k, Life Insurance, Uniform Combined State..., Insurance, Risk Management, Small Business, Financial Planners, Disability Insurance, Mutual Funds, FINRA, Employee Benefits, Wealth Management, Strategic Financial..., Portfolio Management, Personal Finance, Equities, Fixed Annuities, Term Life Insurance, Estate Planning, Investment Strategies, Variable Annuities, Strategic Planning, High Net Worth..., Asset Management, Series 7, Series 65, Retirement, Insurance Planning (..., 401k & Retirement Plan..., IRA Rollovers, Financial Goals, Education Funding, Multi-generational...
Education
Certified Financial Planner Board of Standards
Certified Financial Planner™
The American College 1996 — 2000
Chartered Life Underwriter
Illinois State University 1990 — 1994
Bachelor of Science (B.S.), Business/Marketing
Naperville Central High School 1987 — 1990
Tracey Luna Tracey Luna's Allmerica Financial Experience March 1992 - June 1995
Job Administrative Director at The Cyzner Institute
Industry Executive Office
Experience
The Cyzner Institute April 2009 - Present
Vytra Health Plans July 1995 - October 1999
Allmerica Financial March 1992 - June 1995
MetLife 1988 - 1992
MetLife 1988 - 1992
Skills
Health Insurance, Employee Benefits, Human Resources, Office Management, Management, Administrative..., Payroll, Office Administration, Microsoft Office, Budgets, Sales, Administration
Education
Moravian College 1984 — 1988
Bachelor of Arts (B.A.), Criminology and Sociology
Moravian College 1984 — 1988
Criminology/Sociology
The Cyzner Institute April 2009 - Present
Vytra Health Plans July 1995 - October 1999
Allmerica Financial March 1992 - June 1995
MetLife 1988 - 1992
MetLife 1988 - 1992
Skills
Health Insurance, Employee Benefits, Human Resources, Office Management, Management, Administrative..., Payroll, Office Administration, Microsoft Office, Budgets, Sales, Administration
Education
Moravian College 1984 — 1988
Bachelor of Arts (B.A.), Criminology and Sociology
Moravian College 1984 — 1988
Criminology/Sociology
Timothy A. Thielen, CMT's Allmerica Financial Experience January 2000 - August 2002
Job Building a team to help companies and families meet their financial goals
Industry Financial Services
Experience
MassMutual Miami October 2014 - Present
Sea Change Capital, LLC July 2012 - October 2014
MetLife, Inc August 2002 - May 2011
Allmerica Financial January 2000 - August 2002
PaineWebber 1998 - 2000
Education
Creighton University 2010 — 2012
Master's, Securities Analysis & Portfolio Management, 3.43
Eckerd College 1988 — 1992
Bachelor of Arts degree, Management
.
MassMutual Miami October 2014 - Present
Sea Change Capital, LLC July 2012 - October 2014
MetLife, Inc August 2002 - May 2011
Allmerica Financial January 2000 - August 2002
PaineWebber 1998 - 2000
Education
Creighton University 2010 — 2012
Master's, Securities Analysis & Portfolio Management, 3.43
Eckerd College 1988 — 1992
Bachelor of Arts degree, Management
.
Bob Coakley's Allmerica Financial Experience 2002 - 2003
Job Nordco Inc.
Industry Mechanical or Industrial Engineering
Experience
Nordco, Inc. March 2008 - Present
ThermoSpas, Inc. January 2004 - March 2008
Allmerica Financial 2002 - 2003
John Hancock 2000 - 2002
Avana Communications 1999 - 2000
Premiere Communications 1996 - 2000
Valujet 1994 - 1996
Skills
Sales Management, P&L Management, Leadership, Contract Management, Operations Management, Microsoft Office, Lean Manufacturing, Project Management, Management, Team Building, Strategy, Product Development, Manufacturing, Inspection, Budgets, Contract Negotiation, Contact Centers, Strategic Planning, Sales, Negotiation, Process Improvement, Business Strategy, Engineering, Direct Sales
Education
Massachusetts Maritime Academy 1988 — 1992
Bachelor of Science
Nordco, Inc. March 2008 - Present
ThermoSpas, Inc. January 2004 - March 2008
Allmerica Financial 2002 - 2003
John Hancock 2000 - 2002
Avana Communications 1999 - 2000
Premiere Communications 1996 - 2000
Valujet 1994 - 1996
Skills
Sales Management, P&L Management, Leadership, Contract Management, Operations Management, Microsoft Office, Lean Manufacturing, Project Management, Management, Team Building, Strategy, Product Development, Manufacturing, Inspection, Budgets, Contract Negotiation, Contact Centers, Strategic Planning, Sales, Negotiation, Process Improvement, Business Strategy, Engineering, Direct Sales
Education
Massachusetts Maritime Academy 1988 — 1992
Bachelor of Science
Lisa Sterling, CFA's Allmerica Financial Experience August 1996 - November 1997
Job Market Risk Analyst
Industry Banking
Experience
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
LSterling November 2011 - March 2013
The Bogdahn Group 2007 - 2009
Provident Investment Advisors 2002 - 2004
Chicago Investment Analytics 2000 - 2002
StockVal Analytics 1997 - 2000
Allmerica Financial August 1996 - November 1997
Brinson Partners 1994 - 1997
Skills
Capital Markets, Investment Advisory..., Relationship Management, Financial Services, Equity Research, Alternative Investments, Portfolio Management, Asset Allocation, Investments, Equities, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Claudia J. Eckels's Allmerica Financial Experience March 1996 - September 1997
Job
Industry Insurance
Experience
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
EXL April 2012 - Present
Phoenix Life Insurance Company February 2010 - March 2012
Phoenix Life Insurance Company June 2009 - March 2010
Phoenix Life Insurance Company October 2008 - June 2009
Phoenix Life Insurance Company April 2007 - October 2008
Hanover Insurance Group (Formerly Allmerica Financial) 1996 - February 2007
Hanover Insurance Group May 2000 - January 2007
Allmerica Financial Services September 1997 - May 2000
Allmerica Financial March 1996 - September 1997
Merrill Lynch Insurance Group May 1992 - March 1996
Skills
Product Development, Talent Management, Coaching, Insurance, Business Analysis, Program Management, CRM, Leadership, Business Process..., Management, Risk Management, Business Process, Operations Management, Cross-functional Team..., Project Management, Six Sigma, Performance Management, Business Planning, Start-ups, Process Improvement, Vendor Management, Financial Services, Strategy, SDLC
Education
Villanova University 2007 — 2007
N/A
Montclair State University 1978 — 1980
M A
Montclair State University 1973 — 1977
B A
Karen Keirstead's Allmerica Financial Experience 1995 - 1999
Job Lead QA / BA
Industry Information Technology and Services
Experience
CVS Health July 2014 - January 2015
EMC July 2011 - March 2014
FM Global April 2011 - June 2011
Fidelity Investments March 2010 - March 2011
OneShield May 2007 - October 2009
Hanover Insurance May 2003 - December 2006
Travelers Life & Annuity March 2000 - December 2002
ASE Technologies, Inc. 2000 - 2002
Allmerica Financial 1995 - 1999
NER Xplor 1992 - 1999
Skills
Teamster (the real..., Databases, Testing, Software Quality..., SQL, Quality Assurance, Quality Center, SDLC, Software Documentation, Integration
Education
Eastern Nazarene College 1999 — 2001
CVS Health July 2014 - January 2015
EMC July 2011 - March 2014
FM Global April 2011 - June 2011
Fidelity Investments March 2010 - March 2011
OneShield May 2007 - October 2009
Hanover Insurance May 2003 - December 2006
Travelers Life & Annuity March 2000 - December 2002
ASE Technologies, Inc. 2000 - 2002
Allmerica Financial 1995 - 1999
NER Xplor 1992 - 1999
Skills
Teamster (the real..., Databases, Testing, Software Quality..., SQL, Quality Assurance, Quality Center, SDLC, Software Documentation, Integration
Education
Eastern Nazarene College 1999 — 2001
JOHN RIPPINGER's Allmerica Financial Experience January 1972 - January 1984
Job President & CVO, THE RIPPINGER FINANCIAL GROUP OF COMPANIES, President at LIMA LIMA FLIGHT TEAM, INC.
Industry Insurance
Experience
InsuranceLook.com, LLC 2003 - Present
Benefits Partnership, LLC 1995 - Present
Resource Brokerage, LLC February 1994 - Present
Lima Lima Flight Team, Inc. April 1992 - Present
Coordinated Benefits Company, LLC January 1984 - Present
Rippinger Financial Group, Inc. 1978 - Present
MIA Hunters 2002 - 2011
Allmerica Financial January 1972 - January 1984
Skills
ERISA, Employee Benefits, High Net Worth..., Retirement Planning, Life Insurance, Leadership, Public Speaking, Financial Services, Sales, Fixed Annuities, Strategic Financial..., Long Term Care Insurance, Retirement, Disability Insurance, Insurance, Health Insurance, Marketing, Nonprofits, Term Life Insurance, Wealth, Strategic Planning, Entrepreneurship, Financial Advisory, Negotiation, Group Insurance, Small Business, Executive Compensation..., Charitable Estate..., Airshow Pilot, Wealth Management, Estate Planning, Personal Finance, Finance, CRM, Consulting, Whole Life, Brokers, Property & Casualty..., 401k, Risk Management, Selling, Accident, IRAs, Underwriting, Financial Planners, Medicare, Training, Investments, Long-term Care, Mutual Funds
Education
The Strategic Coach 1992 — 2011
Entrepreneurship
The American College 1972 — 2000
CLU ChFC CFP RHU REBC LUTCF ChHC, Insurance
College for Financial Planning 1976 — 1980
CFP, Financial Planning
Harper College 1969 — 1970
AAS, Physics
Marmion Military Academy 1960 — 1964
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
InsuranceLook.com, LLC 2003 - Present
Benefits Partnership, LLC 1995 - Present
Resource Brokerage, LLC February 1994 - Present
Lima Lima Flight Team, Inc. April 1992 - Present
Coordinated Benefits Company, LLC January 1984 - Present
Rippinger Financial Group, Inc. 1978 - Present
MIA Hunters 2002 - 2011
Allmerica Financial January 1972 - January 1984
Skills
ERISA, Employee Benefits, High Net Worth..., Retirement Planning, Life Insurance, Leadership, Public Speaking, Financial Services, Sales, Fixed Annuities, Strategic Financial..., Long Term Care Insurance, Retirement, Disability Insurance, Insurance, Health Insurance, Marketing, Nonprofits, Term Life Insurance, Wealth, Strategic Planning, Entrepreneurship, Financial Advisory, Negotiation, Group Insurance, Small Business, Executive Compensation..., Charitable Estate..., Airshow Pilot, Wealth Management, Estate Planning, Personal Finance, Finance, CRM, Consulting, Whole Life, Brokers, Property & Casualty..., 401k, Risk Management, Selling, Accident, IRAs, Underwriting, Financial Planners, Medicare, Training, Investments, Long-term Care, Mutual Funds
Education
The Strategic Coach 1992 — 2011
Entrepreneurship
The American College 1972 — 2000
CLU ChFC CFP RHU REBC LUTCF ChHC, Insurance
College for Financial Planning 1976 — 1980
CFP, Financial Planning
Harper College 1969 — 1970
AAS, Physics
Marmion Military Academy 1960 — 1964
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Paul Keohane's Allmerica Financial Experience 1994 - 2000
Job Principal Applications DBA at EMC Corp
Industry Computer Software
Experience
EMC Corp January 2000 - Present
Allmerica Financial 1994 - 2000
State Mutual September 1990 - January 1994
Skills
SDLC, SQL, Data Warehousing, Oracle, Databases
Education
College of the Holy Cross 1986 — 1990
Mathematics / Computer Science
EMC Corp January 2000 - Present
Allmerica Financial 1994 - 2000
State Mutual September 1990 - January 1994
Skills
SDLC, SQL, Data Warehousing, Oracle, Databases
Education
College of the Holy Cross 1986 — 1990
Mathematics / Computer Science
Stepheny Lauer's Allmerica Financial Experience 1997 - 1997
Job Marketing Executive
Industry Marketing and Advertising
Experience
Coldwell Banker January 2009 - Present
Coldwell Banker Residential January 2001 - December 2008
Art.com 1997 - 2000
Allmerica Financial 1997 - 1997
Skills
Email Marketing, Marketing Strategy, Marketing, Online Advertising, Social Media Marketing, Direct Marketing, E-commerce, Social Media, Start-ups, Web Analytics, Strategic Planning, Integrated Marketing, Selling, Online Marketing, SEO, Digital Marketing, Advertising, Lead Generation, Marketing Communications, Marketing Management, Brand Development, SEM, Mobile Marketing, PPC, B2B Marketing, Business Development, Market Research, Strategic Partnerships, Digital Strategy, Marketing Research, Multi-channel Marketing, Sales
Education
Lake Forest Graduate School of Management
MBA
Illinois State University
B.S.
Coldwell Banker January 2009 - Present
Coldwell Banker Residential January 2001 - December 2008
Art.com 1997 - 2000
Allmerica Financial 1997 - 1997
Skills
Email Marketing, Marketing Strategy, Marketing, Online Advertising, Social Media Marketing, Direct Marketing, E-commerce, Social Media, Start-ups, Web Analytics, Strategic Planning, Integrated Marketing, Selling, Online Marketing, SEO, Digital Marketing, Advertising, Lead Generation, Marketing Communications, Marketing Management, Brand Development, SEM, Mobile Marketing, PPC, B2B Marketing, Business Development, Market Research, Strategic Partnerships, Digital Strategy, Marketing Research, Multi-channel Marketing, Sales
Education
Lake Forest Graduate School of Management
MBA
Illinois State University
B.S.
Mary Horgan's Allmerica Financial Experience 1992 - 2000
Job AVP, Product and Sales Marketing
Industry Financial Services
Experience
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
Renee Mikitarian-Bradley's Allmerica Financial Experience December 1998 - December 2003
Job Senior Director, Real Estate and Facilities Finance & Administration
Industry Real Estate
Experience
UMass Memorial Healthcare, Inc. December 2007 - Present
Hanover Insurance Group, Inc. December 2003 - January 2007
Allmerica Financial December 1998 - December 2003
Allmerica Financial June 1995 - December 1998
State Mutual Companies June 1993 - June 1995
Skills
Management, Leadership, Operations Management, Strategic Planning, Human Resources, Outsourcing, Facilities Management, Business Analysis, Real Estate, Finance, Budgets, Process Improvement, Contract Negotiation, Project Management, Vendor Management, Team Building, Program Management, Mergers & Acquisitions, Cross-functional Team..., Financial Analysis, Analysis, Executive Management, Risk Management
Education
Clark University 1985 — 1988
MBA
Roger Williams University 1978 — 1981
BS, Architectural Engineering
UMass Memorial Healthcare, Inc. December 2007 - Present
Hanover Insurance Group, Inc. December 2003 - January 2007
Allmerica Financial December 1998 - December 2003
Allmerica Financial June 1995 - December 1998
State Mutual Companies June 1993 - June 1995
Skills
Management, Leadership, Operations Management, Strategic Planning, Human Resources, Outsourcing, Facilities Management, Business Analysis, Real Estate, Finance, Budgets, Process Improvement, Contract Negotiation, Project Management, Vendor Management, Team Building, Program Management, Mergers & Acquisitions, Cross-functional Team..., Financial Analysis, Analysis, Executive Management, Risk Management
Education
Clark University 1985 — 1988
MBA
Roger Williams University 1978 — 1981
BS, Architectural Engineering
Day Gona's Allmerica Financial Experience 1999 - 2001
Job Financial Analyst Consultant
Industry Accounting
Experience
Vaco July 2015 - Present
Comcast March 2014 - February 2015
Goodwill of North Georgia March 2010 - March 2014
Pepsico November 2005 - May 2012
Georgia State University 2007 - 2008
Allmerica Financial 1999 - 2001
Skills
Financial Analysis, Process Improvement, Financial Reporting, Project Management, Microsoft Excel, Analysis, SAP, Business Analysis, Financial Modeling, Variance Analysis, Management, Strategic Planning, Data Analysis, Budgets, Finance, Forecasting, General Ledger, Accounting, Access, Risk Management, Auditing, Sarbanes-Oxley Act, Account Reconciliation
Education
Georgia State University 2006 — 2008
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Finance & Risk Mangement
Coppin State University 1994 — 1998
m.sc, management science
Vaco July 2015 - Present
Comcast March 2014 - February 2015
Goodwill of North Georgia March 2010 - March 2014
Pepsico November 2005 - May 2012
Georgia State University 2007 - 2008
Allmerica Financial 1999 - 2001
Skills
Financial Analysis, Process Improvement, Financial Reporting, Project Management, Microsoft Excel, Analysis, SAP, Business Analysis, Financial Modeling, Variance Analysis, Management, Strategic Planning, Data Analysis, Budgets, Finance, Forecasting, General Ledger, Accounting, Access, Risk Management, Auditing, Sarbanes-Oxley Act, Account Reconciliation
Education
Georgia State University 2006 — 2008
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Finance & Risk Mangement
Coppin State University 1994 — 1998
m.sc, management science
Kevin McKenzie's Allmerica Financial Experience January 1995 - July 1999
Job Sr. Project Manager at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments November 2011 - Present
PS Partner Solutions / AllSourcePPS August 2011 - November 2012
Fidelity Investments July 2009 - October 2010
Fidelity Investments January 2006 - July 2009
Fidelity Investments October 2003 - January 2006
Fidelity Investments July 1999 - October 2003
Allmerica Financial January 1995 - July 1999
Lumber Insurance 1992 - 1995
Skills
IT Operations, Vendor Management, PMP, Program Management, SDLC, Business Analysis, Project Portfolio..., IT Strategy, PMO, Process Improvement, Change Management, Software Project..., ITIL, Requirements Analysis, Financial Services, Disaster Recovery, Data Center, Requirements Gathering, MS Project, Integration, SharePoint, Project Management, IT Management, Project Planning, Enterprise Software
Education
Framingham State University 1993 — 1995
MA, Business Administration
Suffolk University 1989 — 1993
BA, Economics
Marshfield High School 1972 — 1975
Fidelity Investments November 2011 - Present
PS Partner Solutions / AllSourcePPS August 2011 - November 2012
Fidelity Investments July 2009 - October 2010
Fidelity Investments January 2006 - July 2009
Fidelity Investments October 2003 - January 2006
Fidelity Investments July 1999 - October 2003
Allmerica Financial January 1995 - July 1999
Lumber Insurance 1992 - 1995
Skills
IT Operations, Vendor Management, PMP, Program Management, SDLC, Business Analysis, Project Portfolio..., IT Strategy, PMO, Process Improvement, Change Management, Software Project..., ITIL, Requirements Analysis, Financial Services, Disaster Recovery, Data Center, Requirements Gathering, MS Project, Integration, SharePoint, Project Management, IT Management, Project Planning, Enterprise Software
Education
Framingham State University 1993 — 1995
MA, Business Administration
Suffolk University 1989 — 1993
BA, Economics
Marshfield High School 1972 — 1975
Clovis Andreu's Allmerica Financial Experience July 2000 - December 2003
Job Business Intelligence Analyst at Massasoit Community College
Industry Higher Education
Experience
Massasoit Community College July 2013 - Present
Solution Simple October 2012 - June 2013
Wheelock College September 2011 - September 2012
Atlantic Union College June 2006 - August 2011
IT Consultant February 2004 - May 2006
Allmerica Financial July 2000 - December 2003
Skills
Software Engineering, Non-profits, Web Development, HTML, Databases, Windows, Teaching, Microsoft Office, Higher Education, Project Management, Microsoft Excel, Outlook, Public Speaking, PowerPoint, System Administration, Nonprofits, Event Planning, Microsoft SQL Server, Web Design
Education
Fitchburg State College 1995 — 2000
Bachelor of Science (BS), Computer Information Systems
Fitchburg State University 1995 — 2000
Bachelor's degree, Economics
Massasoit Community College July 2013 - Present
Solution Simple October 2012 - June 2013
Wheelock College September 2011 - September 2012
Atlantic Union College June 2006 - August 2011
IT Consultant February 2004 - May 2006
Allmerica Financial July 2000 - December 2003
Skills
Software Engineering, Non-profits, Web Development, HTML, Databases, Windows, Teaching, Microsoft Office, Higher Education, Project Management, Microsoft Excel, Outlook, Public Speaking, PowerPoint, System Administration, Nonprofits, Event Planning, Microsoft SQL Server, Web Design
Education
Fitchburg State College 1995 — 2000
Bachelor of Science (BS), Computer Information Systems
Fitchburg State University 1995 — 2000
Bachelor's degree, Economics
Curtis Poland's Allmerica Financial Experience August 1995 - May 1998
Job Director of Operations Services at OneBeacon Insurance
Industry Insurance
Experience
OneBeacon Insurance June 1998 - Present
OneBeacon Insurance 1998 - April 2012
Allmerica Financial August 1995 - May 1998
Skills
VMware Server, Microsoft Server 2003 &..., Patch Management, ITIL Certifed, Change Management, Project Manager
Education
Lesley University 1998 — 2001
BS, Business Management
OneBeacon Insurance June 1998 - Present
OneBeacon Insurance 1998 - April 2012
Allmerica Financial August 1995 - May 1998
Skills
VMware Server, Microsoft Server 2003 &..., Patch Management, ITIL Certifed, Change Management, Project Manager
Education
Lesley University 1998 — 2001
BS, Business Management
Neil Sargent's Allmerica Financial Experience 2000 - 2002
Job Senior Multimedia Instructional Designer at Philips
Industry Internet
Experience
Philips February 2009 - 2014
Masspro November 2006 - February 2009
The Hanover Insurance Group 2005 - 2006
Sterling Country Club 2003 - 2005
Allmerica Financial 2000 - 2002
Jones & Bartlett Publishers 1999 - 2000
Skills
Captivate, Instructional Design, E-Learning, Photoshop, HTML, CSS, jQuery, Needs Analysis, Learning Management, Dreamweaver, Web Content Management, Print, Interactive Media, Pdf, Blended Learning, Training Delivery, Graphic Design, Training, Technical Training, Front-end Design, Flash, Talent Management, Process Improvement, Instructor-led Training, Organizational..., Digital Photography, Online Publishing, Corporate Branding, Marketing Communications, Simulation Software, ADDIE, Program Management, Web Development, Content Management, Strategy, Management
Education
Fitchburg State University 1999 — 2002
BS, History
Massachusetts College of Liberal Arts 1988 — 1991
Philips February 2009 - 2014
Masspro November 2006 - February 2009
The Hanover Insurance Group 2005 - 2006
Sterling Country Club 2003 - 2005
Allmerica Financial 2000 - 2002
Jones & Bartlett Publishers 1999 - 2000
Skills
Captivate, Instructional Design, E-Learning, Photoshop, HTML, CSS, jQuery, Needs Analysis, Learning Management, Dreamweaver, Web Content Management, Print, Interactive Media, Pdf, Blended Learning, Training Delivery, Graphic Design, Training, Technical Training, Front-end Design, Flash, Talent Management, Process Improvement, Instructor-led Training, Organizational..., Digital Photography, Online Publishing, Corporate Branding, Marketing Communications, Simulation Software, ADDIE, Program Management, Web Development, Content Management, Strategy, Management
Education
Fitchburg State University 1999 — 2002
BS, History
Massachusetts College of Liberal Arts 1988 — 1991
Kelly Kavanagh's Allmerica Financial Experience 1993 - 2004
Job Head of Marketing North America
Industry Financial Services
Experience
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Citi Private Bank 2015 - Present
Citi 2012 - 2015
Sun Life Financial 2010 - 2012
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
Fidelity Investments 2007 - 2008
Fidelity Investments 2004 - 2007
Allmerica Financial 1993 - 2004
State Mutual / Allmerica Financial 1983 - 1991
Skills
Wealth Managment..., Leadership Development, Marketing Strategy, Marketing Management, Marketing Communications, Innovation Development, Client Experience Models, Digital / Mobile..., Business Analysis, Program Management, Project Management, Product Management, Vendor Management, Financial Services, Investments, Strategy, Relationship Management, Management, Leadership
Education
College of the Holy Cross
Bachelor of Arts
Jeannette Vincent's Allmerica Financial Experience April 1986 - November 2007
Job Technology Specialist at Senior System Inc
Industry Information Technology and Services
Experience
Senior System Inc December 2008 - Present
The Hanover Insurance Group April 1986 - November 2007
State Mutual Insurance April 1986 - November 2007
Allmerica Financial April 1986 - November 2007
Hanover Insurance 1986 - 2007
Skills
Oracle SQL, DB2, MS Office Suite, Databases, Mainframe, Disaster Recovery, JCL, Visio, Integration, Windows, Oracle, Technical Support, Testing, Troubleshooting, Microsoft Office, SOA, SQL, Software Documentation, Windows Server, Requirements Analysis, SDLC, Vendor Management, Business Analysis
Education
Worcester Polytechnic Institute 1982 — 1984
Computer Science
Jacksonville University 1978 — 1982
BA, Computer Science
Senior System Inc December 2008 - Present
The Hanover Insurance Group April 1986 - November 2007
State Mutual Insurance April 1986 - November 2007
Allmerica Financial April 1986 - November 2007
Hanover Insurance 1986 - 2007
Skills
Oracle SQL, DB2, MS Office Suite, Databases, Mainframe, Disaster Recovery, JCL, Visio, Integration, Windows, Oracle, Technical Support, Testing, Troubleshooting, Microsoft Office, SOA, SQL, Software Documentation, Windows Server, Requirements Analysis, SDLC, Vendor Management, Business Analysis
Education
Worcester Polytechnic Institute 1982 — 1984
Computer Science
Jacksonville University 1978 — 1982
BA, Computer Science
Stephen Lombardi's Allmerica Financial Experience January 1991 - 1994
Job Client Partner at SAP
Industry Information Technology and Services
Experience
SAP August 2005 - Present
SAP America 2002 - 2005
IBM 1997 - 2002
Early Cloud & Company January 1994 - February 1997
Allmerica Financial January 1991 - 1994
Amica January 1989 - January 1991
Skills
Sales Process, Contract Negotiation, Enterprise Software, Project Management, CRM, Management, IT Strategy, Business Process, Selling, SAP, Value Engineering
Education
Hobart and William Smith Colleges 1983 — 1987
BS, Computer Science, Mathematics
SAP August 2005 - Present
SAP America 2002 - 2005
IBM 1997 - 2002
Early Cloud & Company January 1994 - February 1997
Allmerica Financial January 1991 - 1994
Amica January 1989 - January 1991
Skills
Sales Process, Contract Negotiation, Enterprise Software, Project Management, CRM, Management, IT Strategy, Business Process, Selling, SAP, Value Engineering
Education
Hobart and William Smith Colleges 1983 — 1987
BS, Computer Science, Mathematics
Marc McFarland's Allmerica Financial Experience 2001 - 2003
Job VP Financial Services Marketing at Adams Knight Advertising
Industry Marketing and Advertising
Experience
Adams Knight Advertising Vice President, MarketingProtective Life Insurance Company2003 - 2006
Allmerica Financial 2001 - 2003
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Financial Services, Insurance, Marketing, Creative Direction, Public Relations, Corporate Communications, Email Marketing, Integrated Marketing, Advertising, Product Marketing, Strategy, Direct Marketing, SEO
Education
Cornell University 1989 — 1993
Adams Knight Advertising Vice President, MarketingProtective Life Insurance Company2003 - 2006
Allmerica Financial 2001 - 2003
Skills
Strategic Planning, Marketing Strategy, Marketing Communications, Financial Services, Insurance, Marketing, Creative Direction, Public Relations, Corporate Communications, Email Marketing, Integrated Marketing, Advertising, Product Marketing, Strategy, Direct Marketing, SEO
Education
Cornell University 1989 — 1993
Bill Monroe's Allmerica Financial Experience 1987 - 2004
Job VP at MML Investors, Inc.
Industry Financial Services
Experience
MML Investors, Inc. VP, MML Investors Services, Inc.Massachusetts Mutual Life Insurance Company2004 - Present
Allmerica Financial 1987 - 2004
Education
Anna Maria College
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1979 — 1983
College of the Holy Cross 1979 — 1983
Bachelor of Arts (B.A.), Economics
doherty memorial high schoo 1977 — 1979
MML Investors, Inc. VP, MML Investors Services, Inc.Massachusetts Mutual Life Insurance Company2004 - Present
Allmerica Financial 1987 - 2004
Education
Anna Maria College
Master of Business Administration (MBA), Finance, General
College of the Holy Cross 1979 — 1983
College of the Holy Cross 1979 — 1983
Bachelor of Arts (B.A.), Economics
doherty memorial high schoo 1977 — 1979
Sue Serra's Allmerica Financial Experience May 1998 - July 2000
Job Senior Interactive Designer at CGI Interactive
Industry Graphic Design
Experience
CGI Interactive July 2000 - Present
Allmerica Financial May 1998 - July 2000
Education
Fitchburg State University 1988 — 1992
Blackstone Valley Vocational 1984 — 1988
CGI Interactive July 2000 - Present
Allmerica Financial May 1998 - July 2000
Education
Fitchburg State University 1988 — 1992
Blackstone Valley Vocational 1984 — 1988
Wendy Sessums's Allmerica Financial Experience 1994 - 1996
Job Senior Casualty Adjuster, MAPFRE Insurance
Industry Insurance
Experience
Mapfre USA (Commerce Insurance) 2010 - Present
Arcon Building Services, Inc. May 2006 - 2010
Progressive Insurance 2004 - May 2006
Progressive Insurance 2001 - 2004
Liberty Mutual Insurance 1999 - 2001
Progressive Insurance 1997 - 1999
Allmerica Financial 1994 - 1996
Skills
Customer Service, Negotiation, Teamwork, Microsoft Office, Property Damage, Organization, Communication, Problem Solving, Evaluation, Highly resourceful, Highly motivated..., Supervisory Experience, Project Management, Multi-task & Handle...
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science (BS)
Putnam High School
Mapfre USA (Commerce Insurance) 2010 - Present
Arcon Building Services, Inc. May 2006 - 2010
Progressive Insurance 2004 - May 2006
Progressive Insurance 2001 - 2004
Liberty Mutual Insurance 1999 - 2001
Progressive Insurance 1997 - 1999
Allmerica Financial 1994 - 1996
Skills
Customer Service, Negotiation, Teamwork, Microsoft Office, Property Damage, Organization, Communication, Problem Solving, Evaluation, Highly resourceful, Highly motivated..., Supervisory Experience, Project Management, Multi-task & Handle...
Education
Eastern Connecticut State University 1990 — 1994
Bachelor of Science (BS)
Putnam High School
Don Wayman's Allmerica Financial Experience 1994 - 2006
Job VP & CCO at Opus Investment Management, Inc.
Industry Investment Management
Experience
Opus Investment Management, Inc. November 1979 - Present
Hanover Insurance 2006 - 2007
Allmerica Financial 1994 - 2006
State Mutual Life Assurance Company 1979 - 1994
Skills
Asset Allocation, Mutual Funds, Retirement, Investments, 401k, Defined Benefit, Pensions
Education
College of the Holy Cross 1975 — 1979
Bartlett High School 1971 — 1977
Opus Investment Management, Inc. November 1979 - Present
Hanover Insurance 2006 - 2007
Allmerica Financial 1994 - 2006
State Mutual Life Assurance Company 1979 - 1994
Skills
Asset Allocation, Mutual Funds, Retirement, Investments, 401k, Defined Benefit, Pensions
Education
College of the Holy Cross 1975 — 1979
Bartlett High School 1971 — 1977
Herb Phillips's Allmerica Financial Experience 2000 - 2002
Job Regional Vice President at Prudential Financial
Industry Insurance
Experience
Prudential Financial 2003 - Present
Allmerica Financial 2000 - 2002
Lincoln Financial Group 1998 - 2000
Delaware Investments 1996 - 1998
Education
Drexel University - LeBow College of Business
Prudential Financial 2003 - Present
Allmerica Financial 2000 - 2002
Lincoln Financial Group 1998 - 2000
Delaware Investments 1996 - 1998
Education
Drexel University - LeBow College of Business
Joshua Moldover's Allmerica Financial Experience May 2000 - March 2001
Job Senior Engineer, Systems (SQL Server DBA) at General Dynamics Information Technology
Industry Computer Software
Experience
General Dynamics Information Technology August 2010 - Present
Oxford Junction Press 2002 - Present
United Natural Foods July 2008 - July 2010
Infinity Data Corp January 2002 - July 2008
Independent Investor, Inc. July 2001 - January 2002
Allmerica Financial May 2000 - March 2001
Skills
SSIS, Microsoft SQL Server, System Administration, SQL
Education
Hood College
MS, Environmental Biology
University of Maryland College Park
BA, Political Science
General Dynamics Information Technology August 2010 - Present
Oxford Junction Press 2002 - Present
United Natural Foods July 2008 - July 2010
Infinity Data Corp January 2002 - July 2008
Independent Investor, Inc. July 2001 - January 2002
Allmerica Financial May 2000 - March 2001
Skills
SSIS, Microsoft SQL Server, System Administration, SQL
Education
Hood College
MS, Environmental Biology
University of Maryland College Park
BA, Political Science
Rick Champagne's Allmerica Financial Experience 1997 - 2000
Job Security Analyst at The Hanover Insurance Group
Industry Information Technology and Services
Experience
The Hanover Insurance Group 2001 - Present
Sun Life Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Skills
RACF, IBM Mainframe, IBM Tivoli, CLIST, SQL, DB2, Software Development, Easytrieve, COBOLII, Testing, Information Security
Education
Fitchburg State College 1991 — 1995
Bachelor of Science (BS), Computer Science
Westfield State University 1990 — 1991
The Hanover Insurance Group 2001 - Present
Sun Life Financial 2000 - 2001
Allmerica Financial 1997 - 2000
Skills
RACF, IBM Mainframe, IBM Tivoli, CLIST, SQL, DB2, Software Development, Easytrieve, COBOLII, Testing, Information Security
Education
Fitchburg State College 1991 — 1995
Bachelor of Science (BS), Computer Science
Westfield State University 1990 — 1991
Kathleen Mack's Allmerica Financial Experience August 1999 - January 2002
Job Program Coordinator Department of Workforce Development
Industry Government Administration
Experience
Department of Workforce Development November 2009 - June 2011
Department of Workforce Development September 2007 - November 2009
Employment & Training Resources November 2004 - September 2007
University of Phoenix September 2003 - August 2004
Becker College November 2001 - September 2003
Allmerica Financial August 1999 - January 2002
Association of Independent Insurance Agents of the West March 1997 - July 1999
Skills
Nonprofits, Program Management, Workshop Facilitation, Resume Writing, Interviews, Leadership, Career Counseling, Workforce Development, Management, Team Building, Training, Project Management, Coaching, Workshops, Analysis, Career Development, Cover Letters, Job Search Strategies, Career Assessment, Microsoft Office, Event Planning, Workshop Development, Customer Service, Editing, Recruiting, Research, Job Search
Education
Lesley University 1999 — 2000
BS, Business Management
Department of Workforce Development November 2009 - June 2011
Department of Workforce Development September 2007 - November 2009
Employment & Training Resources November 2004 - September 2007
University of Phoenix September 2003 - August 2004
Becker College November 2001 - September 2003
Allmerica Financial August 1999 - January 2002
Association of Independent Insurance Agents of the West March 1997 - July 1999
Skills
Nonprofits, Program Management, Workshop Facilitation, Resume Writing, Interviews, Leadership, Career Counseling, Workforce Development, Management, Team Building, Training, Project Management, Coaching, Workshops, Analysis, Career Development, Cover Letters, Job Search Strategies, Career Assessment, Microsoft Office, Event Planning, Workshop Development, Customer Service, Editing, Recruiting, Research, Job Search
Education
Lesley University 1999 — 2000
BS, Business Management
Christine Brookins's Allmerica Financial Experience May 1992 - December 2003
Job Registered Principal at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Voya Financial Advisors May 2013 - Present
Principal Financial Group December 2003 - May 2013
Allmerica Financial May 1992 - December 2003
Education
Allentown Central Catholic H.S.
La Roche College
Psychology
Allen Holmes's Allmerica Financial Experience January 2001 - December 2003
Job
Industry Automotive
Experience
Classic BMW October 2011 - Present
Classic BMW October 2011 - Present
Independent Insurance Group December 2007 - March 2009
Boardwalk Audi August 2006 - December 2007
Goodson Acura January 2004 - July 2006
Allmerica Financial January 2001 - December 2003
Prudential Insurance January 1982 - December 2000
Skills
Automobile Sales, Sales Professional, Sales Management, Negotiation, Marketing, Team Building, Life Insurance, Group Health Insurance, Strategic Planning, Underwriting, Sales Process, Commercial Insurance, Customer Retention, Customer Satisfaction, Profit, Account Management, Sales, Automobile, Vehicles, Automotive, Property & Casualty..., Selling, Brokers
Education
Cornell University 1977 — 1981
Oakland Mills High Schoo 1974 — 1977
HS, College Prep
Classic BMW October 2011 - Present
Classic BMW October 2011 - Present
Independent Insurance Group December 2007 - March 2009
Boardwalk Audi August 2006 - December 2007
Goodson Acura January 2004 - July 2006
Allmerica Financial January 2001 - December 2003
Prudential Insurance January 1982 - December 2000
Skills
Automobile Sales, Sales Professional, Sales Management, Negotiation, Marketing, Team Building, Life Insurance, Group Health Insurance, Strategic Planning, Underwriting, Sales Process, Commercial Insurance, Customer Retention, Customer Satisfaction, Profit, Account Management, Sales, Automobile, Vehicles, Automotive, Property & Casualty..., Selling, Brokers
Education
Cornell University 1977 — 1981
Oakland Mills High Schoo 1974 — 1977
HS, College Prep
Tony Milin's Allmerica Financial Experience 1995 - 2005
Job VP / Head of U.S. Retail Annuity Sales Desk at Liberty Life Insurance Company (an Athene Holding company)
Industry Financial Services
Experience
Liberty Life Insurance Company (an Athene Holding company) August 2011 - Present
The Hartford November 2005 - April 2011
Allmerica Financial 1995 - 2005
Skills
Current securities..., FINRA Series 6, 7, 24,..., Asset, Securities, Insurance, Investments, Fixed Annuities, Financial Services, Mutual Funds, Sales Management, Series 63, Series 7, Retirement, Sales, Series 6, 401k, Retirement Planning, FINRA, Asset Allocation, Life Insurance, Wealth Management, Investment Management, Variable Annuities, IRAs, Disability Insurance, Series 24, Long-term Care, Series 65, Alternative Investments, Financial Advisory, ETFs, Estate Planning, Term Life Insurance, Investment Strategies, Investment Advisory, Strategic Financial..., Financial Planning
Education
College of the Holy Cross
Bachelors Degree, Economics
Liberty Life Insurance Company (an Athene Holding company) August 2011 - Present
The Hartford November 2005 - April 2011
Allmerica Financial 1995 - 2005
Skills
Current securities..., FINRA Series 6, 7, 24,..., Asset, Securities, Insurance, Investments, Fixed Annuities, Financial Services, Mutual Funds, Sales Management, Series 63, Series 7, Retirement, Sales, Series 6, 401k, Retirement Planning, FINRA, Asset Allocation, Life Insurance, Wealth Management, Investment Management, Variable Annuities, IRAs, Disability Insurance, Series 24, Long-term Care, Series 65, Alternative Investments, Financial Advisory, ETFs, Estate Planning, Term Life Insurance, Investment Strategies, Investment Advisory, Strategic Financial..., Financial Planning
Education
College of the Holy Cross
Bachelors Degree, Economics
Kimberly Toohey's Allmerica Financial Experience 1995 - 2003
Job Office Manager at CeQur Corporation
Industry Human Resources
Experience
CeQur June 2011 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2005 - 2011
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2003 - 2005
Allmerica Financial 1995 - 2003
440 Financial Group 1993 - 1995
Digital Equipment Corporation 1987 - 1993
Skills
Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Process Improvement, Management, Microsoft Word, Recruiting, Marketing, Team Building, Strategic Planning, Program Management, Data Analysis, Business Analysis, Marketing Strategy, Public Speaking, Sales, Project Management, Budgets, PowerPoint
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Business Management
CeQur June 2011 - Present
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2005 - 2011
Greenberg, Rosenblatt, Kull & Bitsoli, P.C. 2003 - 2005
Allmerica Financial 1995 - 2003
440 Financial Group 1993 - 1995
Digital Equipment Corporation 1987 - 1993
Skills
Microsoft Excel, Team Leadership, Customer Service, Microsoft Office, Process Improvement, Management, Microsoft Word, Recruiting, Marketing, Team Building, Strategic Planning, Program Management, Data Analysis, Business Analysis, Marketing Strategy, Public Speaking, Sales, Project Management, Budgets, PowerPoint
Education
Massachusetts College of Liberal Arts 1987 — 1991
BA, Business Management
Tammy Farley's Allmerica Financial Experience June 1987 - April 2000
Job Senior Business Analyst at ACI Worldwide
Industry Computer Software
Experience
ACI Worldwide February 2012 - Present
S1 Corporation July 2000 - February 2012
Allmerica Financial June 1987 - April 2000
Skills
Agile Methodologies
Education
Fitchburg State University 1985 — 1987
Bachelor of Science, Business Administration with a concentration in Management Information Systems
ACI Worldwide February 2012 - Present
S1 Corporation July 2000 - February 2012
Allmerica Financial June 1987 - April 2000
Skills
Agile Methodologies
Education
Fitchburg State University 1985 — 1987
Bachelor of Science, Business Administration with a concentration in Management Information Systems
Bob Baldes's Allmerica Financial Experience January 1983 - December 1998
Job Principal at Wealth Strategies & Solutions, Ltd.
Industry Financial Services
Experience
Wealth Strategies & Solutions, Ltd 2012 - Present
Davie Kaplan, CPA, P.C. 2006 - 2012
HSBC Bank NA(USA) 1999 - 2005
Allmerica Financial January 1983 - December 1998
Skills
Investments, Tax, Retirement Planning, Strategic Financial..., Financial Reporting, Risk Management, Securities, Tax Preparation, Insurance, Financial Advisory, Accounting, Financial Analysis, Financial Planners, Employee Benefits, Estate Planning, Financial Planning
Education
Houghton College 1979 — 1983
BS, Business Administration
Wealth Strategies & Solutions, Ltd 2012 - Present
Davie Kaplan, CPA, P.C. 2006 - 2012
HSBC Bank NA(USA) 1999 - 2005
Allmerica Financial January 1983 - December 1998
Skills
Investments, Tax, Retirement Planning, Strategic Financial..., Financial Reporting, Risk Management, Securities, Tax Preparation, Insurance, Financial Advisory, Accounting, Financial Analysis, Financial Planners, Employee Benefits, Estate Planning, Financial Planning
Education
Houghton College 1979 — 1983
BS, Business Administration
Chris Tredinnick's Allmerica Financial Experience February 1997 - October 2002
Job Sales and Business Development Leader
Industry Financial Services
Experience
Kettlicious Enterprises 2010 - Present
Nationwide Financial April 2012 - January 2013
Security Benefit October 2010 - April 2012
Transamerica Capital Management September 2007 - January 2009
Jackson National Life November 2006 - September 2007
Security Benefit February 2003 - November 2006
Allmerica Financial February 1997 - October 2002
Putnam Investments 1992 - 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement, 401k, Series 63, Wealth Management, Wholesale, Wholesaling, IRAs, Retirement Planning, Asset Allocation, Public Speaking, Marketing, Annuities, Series 6, Alternative Investments, Face-to-face Marketing, Sales Management, Sales, Sales Process, Marketing Strategy, Product Marketing, Product Presentation, Product Knowledge, Market Penetration, New Market Growth, New Business Development, Business Growth..., Market Analysis, Territory Growth, Territory Management, Territory Penetration, Strategic Planning, Strategic Communications, Team Leadership
Education
Keene State College 1980 — 1984
B.S., Management, concentration: Production
Kettlicious Enterprises 2010 - Present
Nationwide Financial April 2012 - January 2013
Security Benefit October 2010 - April 2012
Transamerica Capital Management September 2007 - January 2009
Jackson National Life November 2006 - September 2007
Security Benefit February 2003 - November 2006
Allmerica Financial February 1997 - October 2002
Putnam Investments 1992 - 1995
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Retirement, 401k, Series 63, Wealth Management, Wholesale, Wholesaling, IRAs, Retirement Planning, Asset Allocation, Public Speaking, Marketing, Annuities, Series 6, Alternative Investments, Face-to-face Marketing, Sales Management, Sales, Sales Process, Marketing Strategy, Product Marketing, Product Presentation, Product Knowledge, Market Penetration, New Market Growth, New Business Development, Business Growth..., Market Analysis, Territory Growth, Territory Management, Territory Penetration, Strategic Planning, Strategic Communications, Team Leadership
Education
Keene State College 1980 — 1984
B.S., Management, concentration: Production
Tracy Connors's Allmerica Financial Experience April 1992 - August 1999
Job Employee Benefits Professional
Industry Insurance
Experience
UnitedHealth Group January 2015 - Present
Saint Louis University October 2011 - Present
Edward Jones October 2010 - April 2011
WellPoint NextRx July 2007 - January 2009
Walgreens Health Initiatives November 2004 - July 2007
HealthLink August 1999 - November 2004
Allmerica Financial April 1992 - August 1999
Skills
Employee Benefits, Management, Medicare Part D, Pharmacy, Benefits Administration, Human Resources, Employee Relations, HRIS, Healthcare, Health Insurance
Education
State of Missouri Life and Health Producer 2011 — 2011
Producer, Life and Health
Health Insurance Association of America 1993 — 1995
HIA, Health Insurance
Missouri Baptist University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business
UnitedHealth Group January 2015 - Present
Saint Louis University October 2011 - Present
Edward Jones October 2010 - April 2011
WellPoint NextRx July 2007 - January 2009
Walgreens Health Initiatives November 2004 - July 2007
HealthLink August 1999 - November 2004
Allmerica Financial April 1992 - August 1999
Skills
Employee Benefits, Management, Medicare Part D, Pharmacy, Benefits Administration, Human Resources, Employee Relations, HRIS, Healthcare, Health Insurance
Education
State of Missouri Life and Health Producer 2011 — 2011
Producer, Life and Health
Health Insurance Association of America 1993 — 1995
HIA, Health Insurance
Missouri Baptist University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Business
Tom Binion's Allmerica Financial Experience 1993 - 1994
Job Partner at Forbin Partners
Industry Hospital & Health Care
Experience
Forbin Partners July 2005 - Present
Transcend Services 2000 - 2005
Per-Se Technologies 1995 - 2000
Allmerica Financial 1993 - 1994
Skills
Management, Operations Management, Change Management, CRM, Recruiting, Contract Negotiation, Project Planning, Marketing Strategy, Marketing, Business Development, Coaching, Sales, New Business Development, Product Marketing
Education
Georgia Institute of Technology
Bachelor of Industrial Engineering
Forbin Partners July 2005 - Present
Transcend Services 2000 - 2005
Per-Se Technologies 1995 - 2000
Allmerica Financial 1993 - 1994
Skills
Management, Operations Management, Change Management, CRM, Recruiting, Contract Negotiation, Project Planning, Marketing Strategy, Marketing, Business Development, Coaching, Sales, New Business Development, Product Marketing
Education
Georgia Institute of Technology
Bachelor of Industrial Engineering
Brenda Henige's Allmerica Financial Experience June 1998 - May 1999
Job Assistive Technology Loan Fund Coordinator at United Cerebral Palsy of Michigan
Industry Nonprofit Organization Management
Experience
United Cerebral Palsy of Michigan April 2015 - Present
Livingston County Veterans Affairs (Services) March 2009 - May 2012
Livingston County Community Corrections, 44th Circuit Court August 2005 - March 2009
Allmerica Financial June 1998 - May 1999
Family Home Care and Family Nurse Care September 1997 - June 1998
Oakland County Probation, 52nd District Court January 1993 - June 1993
Oakland University, Placement and Career Services June 1992 - December 1992
Skills
Microsoft Office, Research, Report Writing, Program Coordination, Government, Strategic Planning, Customer Service, Policy, Public Speaking, Program Management, Non-profits, Coaching, Community Outreach, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Public Relations, Budgets, Organizational..., Case Management, Advocacy, Higher Education, Nonprofits, Program Development, Human Resources, Social Services, Leadership Development, Conflict Resolution, Administration, Career Development, Workshop Facilitation, Interviews, Volunteer Management, Training, Fundraising, Interview Preparation, Leadership
Education
Oakland University 1991 — 1993
Bachelor of Science in HRD, Human Resource Development, Specialization in Human Services
Lansing Community College 2002 — 2004
Associate in Business, Business Administration
Hadley School for the Blind 1997 — 2014
Business and Career Development coursework
Western Michigan University 1989 — 1991
Family Relations coursework
Michigan State University 1989 — 1989
General Education coursework
United Cerebral Palsy of Michigan April 2015 - Present
Livingston County Veterans Affairs (Services) March 2009 - May 2012
Livingston County Community Corrections, 44th Circuit Court August 2005 - March 2009
Allmerica Financial June 1998 - May 1999
Family Home Care and Family Nurse Care September 1997 - June 1998
Oakland County Probation, 52nd District Court January 1993 - June 1993
Oakland University, Placement and Career Services June 1992 - December 1992
Skills
Microsoft Office, Research, Report Writing, Program Coordination, Government, Strategic Planning, Customer Service, Policy, Public Speaking, Program Management, Non-profits, Coaching, Community Outreach, Microsoft Excel, Event Planning, Microsoft Word, PowerPoint, Public Relations, Budgets, Organizational..., Case Management, Advocacy, Higher Education, Nonprofits, Program Development, Human Resources, Social Services, Leadership Development, Conflict Resolution, Administration, Career Development, Workshop Facilitation, Interviews, Volunteer Management, Training, Fundraising, Interview Preparation, Leadership
Education
Oakland University 1991 — 1993
Bachelor of Science in HRD, Human Resource Development, Specialization in Human Services
Lansing Community College 2002 — 2004
Associate in Business, Business Administration
Hadley School for the Blind 1997 — 2014
Business and Career Development coursework
Western Michigan University 1989 — 1991
Family Relations coursework
Michigan State University 1989 — 1989
General Education coursework
Frank LoPiccolo's Allmerica Financial Experience 1994 - 1997
Job Senior Vice President
Industry Consumer Services
Experience
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Optum May 2014 - Present
AARP Services Co. September 2005 - April 2014
AARP Financial, Inc (AFI) 2005 - 2006
CDC IXIS Asset Management Services 2003 - 2005
CDC IXIS Asset Management Services 1998 - 2003
ALLMERICA FINANCIAL 1994 - 1997
Putnam Investments 1993 - 1994
440 Financial Group 1990 - 1993
Boston Financial Data Services 1988 - 1990
Fidelity Investments 1979 - 1988
Skills
Strategic Planning, Non-profits, Program Management, Strategic Communications, Project Management, Quality Management, Operations Management, Executive Management, Strategic Financial..., Change Management, Leadership, Start-ups, CRM, Financial Analysis, Training, Management, Analysis, Outsourcing, Financial Services, Contract Negotiation, Process Improvement, Human Resources, Finance, Recruiting
Education
Villanova University 2011 — 2012
Advanced Master Certificate in Six Sigma, Lean Six Sigma & Master Black Belt Certification
D'Amore-McKim School of Business at Northeastern University 1997 — 1999
MBA, Finance
College for Financial Planning
Certified Financial Planner, Financial Planning and Services
Joe Pease's Allmerica Financial Experience 2000 - 2003
Job Marketing Director at MassMutual
Industry Insurance
Experience
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
MassMutual Financial Group November 2005 - Present
John Hancock 2003 - 2005
Allmerica Financial 2000 - 2003
Sun Life Financial 1999 - 2000
New England Financial 1996 - 1999
Education
Keene State College 1990 — 1993
University of Oklahoma 1988 — 1993
Sheila Blanche Lee Powell's Allmerica Financial Experience 1996 - 1998
Job Supervision Manager, Vice President at U. S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U. S. Bancorp Investments, Inc. November 2012 - Present
U. S. Bancorp Investments, Inc. March 2007 - November 2012
Paulsen Investment Company 2010 - 2010
Allmerica Financial 1996 - 1998
Education
George Fox University 2015 — 2017
Master of Business Administration (MBA)
University of Phoenix 2001 — 2005
Management
University of Phoenix 2001 — 2005
Administration
U. S. Bancorp Investments, Inc. November 2012 - Present
U. S. Bancorp Investments, Inc. March 2007 - November 2012
Paulsen Investment Company 2010 - 2010
Allmerica Financial 1996 - 1998
Education
George Fox University 2015 — 2017
Master of Business Administration (MBA)
University of Phoenix 2001 — 2005
Management
University of Phoenix 2001 — 2005
Administration
Dick Curtin's Allmerica Financial Experience 1991 - 2001
Job Retirement Plan Consultant at LPL Financial dba The Lynn Advisory Group
Industry Financial Services
Experience
LPL Financial dba The Lynn Advisory Group November 2013 - Present
The Lynn Advisory Group, LLC February 2001 - Present
Investment Advisor Financial Group, LLC 2001 - November 2013
Allmerica Financial 1991 - 2001
BOMAG 1988 - 1991
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Investment Strategies, Investment Advisory, Pensions, Wealth Management, Investment Management, Strategic Financial..., Investments, Defined Benefit, ERISA, Series 63, Mutual Funds, Employee Benefits, Series 6, IRAs, Series 7, Asset Allocation, Estate Planning, Financial Planners, Profit Sharing, Financial Advisory, Fixed Annuities
Education
Emory & Henry College 1960 — 1964
Hofstra University
Bachelor of Business Administration (BBA), Economics
LPL Financial dba The Lynn Advisory Group November 2013 - Present
The Lynn Advisory Group, LLC February 2001 - Present
Investment Advisor Financial Group, LLC 2001 - November 2013
Allmerica Financial 1991 - 2001
BOMAG 1988 - 1991
Skills
401k, Retirement, Retirement Planning, Retirement Plan..., Investment Strategies, Investment Advisory, Pensions, Wealth Management, Investment Management, Strategic Financial..., Investments, Defined Benefit, ERISA, Series 63, Mutual Funds, Employee Benefits, Series 6, IRAs, Series 7, Asset Allocation, Estate Planning, Financial Planners, Profit Sharing, Financial Advisory, Fixed Annuities
Education
Emory & Henry College 1960 — 1964
Hofstra University
Bachelor of Business Administration (BBA), Economics
David MacMaster, CIMA®, CFS®'s Allmerica Financial Experience June 1999 - November 2003
Job Vice President, Business Development Group
Industry Financial Services
Experience
Fidelity Investments December 2003 - Present
Allmerica Financial June 1999 - November 2003
Pitney Bowes December 1998 - June 1999
Education
Harvard University 2002 — 2005
Fitchburg State College 1994 — 1998
Fidelity Investments December 2003 - Present
Allmerica Financial June 1999 - November 2003
Pitney Bowes December 1998 - June 1999
Education
Harvard University 2002 — 2005
Fitchburg State College 1994 — 1998
Richard Frink, ARPC's Allmerica Financial Experience May 1989 - December 1994
Job Vice PresidentNational Sales Manager at AXA Distributors, LLC
Industry Financial Services
Experience
AXA Distributors, LLC October 2011 - Present
Self 2011 - 2011
New York Life Insurance Company March 2009 - December 2010
New York Life Insurance Company 2001 - 2010
New York Life Insurance Company September 1994 - January 2001
Allmerica Financial May 1989 - December 1994
CIGNA Corporation April 1986 - May 1989
Skills
Pensions, Sales, Insurance, Retirement Planning, Retirement, Sales Management, Fixed Annuities, Investments, Management, Marketing, Financial Advisory, Talent Acquisition, Series 6, Series 7, Finance, Recruiting, FINRA, Training, Relationship Management, Organizational..., Product Development, Mutual Funds, Team Leadership, Defined Contribution, Securities, Selling
Education
Long Island University 1980 — 1984
BS, Geology/Earth Science, General
AXA Distributors, LLC October 2011 - Present
Self 2011 - 2011
New York Life Insurance Company March 2009 - December 2010
New York Life Insurance Company 2001 - 2010
New York Life Insurance Company September 1994 - January 2001
Allmerica Financial May 1989 - December 1994
CIGNA Corporation April 1986 - May 1989
Skills
Pensions, Sales, Insurance, Retirement Planning, Retirement, Sales Management, Fixed Annuities, Investments, Management, Marketing, Financial Advisory, Talent Acquisition, Series 6, Series 7, Finance, Recruiting, FINRA, Training, Relationship Management, Organizational..., Product Development, Mutual Funds, Team Leadership, Defined Contribution, Securities, Selling
Education
Long Island University 1980 — 1984
BS, Geology/Earth Science, General
Noel McDaniel's Allmerica Financial Experience 1985 - 1996
Job Retired
Industry Financial Services
Experience
Retired November 2007 - Present
AIG American General April 2003 - November 2007
New Era Life Insurance Company August 1998 - April 2003
Allmerica Financial 1985 - 1996
NRECA October 1983 - March 1985
American National Insurance September 1979 - October 1983
Aetna September 1970 - March 1978
Skills
Claim, Insurance, Process Improvement
Education
Henderson State University 1968 — 1970
BSBA, Business Administration and Management, General
Louisiana State University 1966 — 1968
Business Administration and Management, General
Retired November 2007 - Present
AIG American General April 2003 - November 2007
New Era Life Insurance Company August 1998 - April 2003
Allmerica Financial 1985 - 1996
NRECA October 1983 - March 1985
American National Insurance September 1979 - October 1983
Aetna September 1970 - March 1978
Skills
Claim, Insurance, Process Improvement
Education
Henderson State University 1968 — 1970
BSBA, Business Administration and Management, General
Louisiana State University 1966 — 1968
Business Administration and Management, General
Erika G. Chelkonas's Allmerica Financial Experience November 1996 - October 1999
Job Client Advocate Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2001 - Present
Mahoney & Associates October 1999 - April 2001
Allmerica Financial November 1996 - October 1999
Skills
Disability Insurance, Insurance, Employee Benefits, Group Insurance, Benefits Administration, Customer Satisfaction, Customer Retention, Group Policy, Health Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Brokers, Underwriting, Long-term Care, Customer Service, Sales
Education
Holyoke Community College 1988 — 1990
Associate of Science (A.S.)
Springfield Technical Community College 1988 — 1990
Associate of Science (A.S.)
Sun Life Financial April 2001 - Present
Mahoney & Associates October 1999 - April 2001
Allmerica Financial November 1996 - October 1999
Skills
Disability Insurance, Insurance, Employee Benefits, Group Insurance, Benefits Administration, Customer Satisfaction, Customer Retention, Group Policy, Health Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Brokers, Underwriting, Long-term Care, Customer Service, Sales
Education
Holyoke Community College 1988 — 1990
Associate of Science (A.S.)
Springfield Technical Community College 1988 — 1990
Associate of Science (A.S.)
Elizabeth Skrzypek's Allmerica Financial Experience 1990 - 1997
Job Accounting/Payroll at Automatic Building Controls
Industry Information Technology and Services
Experience
Homeschool Village Enrichment September 2014 - Present
Automatic Building Controls August 2008 - August 2014
Allmerica Financial 1990 - 1997
Skills
Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Team Building, Project Management, Contract Management, Process Improvement
Education
Iowa State University 1987 — 1990
BS, Occupational Safety
University of Illinois at Chicago 1983 — 1985
Engineering Studies--2 years
Homeschool Village Enrichment September 2014 - Present
Automatic Building Controls August 2008 - August 2014
Allmerica Financial 1990 - 1997
Skills
Customer Service, Microsoft Excel, Microsoft Office, Strategic Planning, Team Building, Project Management, Contract Management, Process Improvement
Education
Iowa State University 1987 — 1990
BS, Occupational Safety
University of Illinois at Chicago 1983 — 1985
Engineering Studies--2 years
Bill Steglitz's Allmerica Financial Experience 1999 - 2004
Job Senior Audit Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation Audit & Consulting ManagerStowe & Degon CPAs2004 - 2008
Allmerica Financial 1999 - 2004
Allmerica Financial 1997 - 1999
Coopers & Lybrand 1993 - 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Leadership, Financial Reporting, GAAP, Auditing, SEC filings, US GAAP, Sarbanes-Oxley, Revenue Recognition, CPA, Consolidation, Finance, Microsoft Excel
Education
Nichols College 1989 — 1993
BS, Accounting / Finance
CVS Caremark Corporation Audit & Consulting ManagerStowe & Degon CPAs2004 - 2008
Allmerica Financial 1999 - 2004
Allmerica Financial 1997 - 1999
Coopers & Lybrand 1993 - 1997
Skills
Sarbanes-Oxley Act, Internal Controls, Leadership, Financial Reporting, GAAP, Auditing, SEC filings, US GAAP, Sarbanes-Oxley, Revenue Recognition, CPA, Consolidation, Finance, Microsoft Excel
Education
Nichols College 1989 — 1993
BS, Accounting / Finance
Sandra Violette's Allmerica Financial Experience September 1995 - August 2000
Job Sr. Account Manager, Risk Strategies Company
Industry Insurance
Experience
Benefit Development Group, a Risk Strategies Company August 2000 - Present
Allmerica Financial September 1995 - August 2000
Sight Resource Corporation/Cambridge Eye Doctors July 1984 - June 1994
Skills
Certified Dental..., Employee Benefits, Insurance, Health Insurance, Benefits Administration
Education
Framingham State College 1978 — 1979
English Language and Literature, General
Salem State College 1976 — 1978
English Language and Literature, General
Benefit Development Group, a Risk Strategies Company August 2000 - Present
Allmerica Financial September 1995 - August 2000
Sight Resource Corporation/Cambridge Eye Doctors July 1984 - June 1994
Skills
Certified Dental..., Employee Benefits, Insurance, Health Insurance, Benefits Administration
Education
Framingham State College 1978 — 1979
English Language and Literature, General
Salem State College 1976 — 1978
English Language and Literature, General
Lavergne Billy's Allmerica Financial Experience 1975 - 2001
Job Retirement Plan Specialist
Industry Financial Services
Experience
Guillermo Lavergne - Independent Retirement Plan Consultant January 2001 - Present
State Mutual/Allmerica 1975 - 2001
Allmerica Financial 1975 - 2001
State Mutual Life Assurance Company 1975 - 2001
Allmerica Financial Group Pension Office March 1975 - December 2000
Education
Franklin & Marshall College 1958 — 1962
BBA, Business Management
Guillermo Lavergne - Independent Retirement Plan Consultant January 2001 - Present
State Mutual/Allmerica 1975 - 2001
Allmerica Financial 1975 - 2001
State Mutual Life Assurance Company 1975 - 2001
Allmerica Financial Group Pension Office March 1975 - December 2000
Education
Franklin & Marshall College 1958 — 1962
BBA, Business Management
Karla Kube's Allmerica Financial Experience July 1986 - April 1997
Job Sr. Systems Analyst at Retired
Industry Information Technology and Services
Experience
Retired IT ManagerJackson National LifeApril 1997 - April 2009
Allmerica Financial July 1986 - April 1997
Skills
Databases, Mainframe, COBOL, DB2, MVS
Education
Indiana University South Bend 1981 — 1984
BS, Business Administration & Management
Retired IT ManagerJackson National LifeApril 1997 - April 2009
Allmerica Financial July 1986 - April 1997
Skills
Databases, Mainframe, COBOL, DB2, MVS
Education
Indiana University South Bend 1981 — 1984
BS, Business Administration & Management
Sheila Warren's Allmerica Financial Experience 1996 - 2000
Job Supervisor, International Filing Department at Hamilton, Brook, Smith & Reynolds, P.C.
Industry Law Practice
Experience
Hamilton, Brook, Smith & Reynolds, P.C. November 2000 - Present
Allmerica Financial 1996 - 2000
Wolf, Greenfield & Sacks 1990 - 1993
Gene-Trak Systems 1989 - 1990
Skills
Client Counseling, Biotechnology, Patentability, Trademarks, Patent Applications, Patent Litigation, Medical Devices, Patents, Licensing, Intellectual Property, Legal Research, Pharmaceutical Industry, Lifesciences, Due Diligence, Legal Writing, Patent Prosecution
Education
Middlesex Community College 1990 — 1991
Certificate, Paralegal Certificate
Elliot Community Hospital School of Nursing
RN, Nursing
Hamilton, Brook, Smith & Reynolds, P.C. November 2000 - Present
Allmerica Financial 1996 - 2000
Wolf, Greenfield & Sacks 1990 - 1993
Gene-Trak Systems 1989 - 1990
Skills
Client Counseling, Biotechnology, Patentability, Trademarks, Patent Applications, Patent Litigation, Medical Devices, Patents, Licensing, Intellectual Property, Legal Research, Pharmaceutical Industry, Lifesciences, Due Diligence, Legal Writing, Patent Prosecution
Education
Middlesex Community College 1990 — 1991
Certificate, Paralegal Certificate
Elliot Community Hospital School of Nursing
RN, Nursing
Colin Silva's Allmerica Financial Experience September 1999 - September 2002
Job Owner, Silva Family Enterprises Inc.
Industry Restaurants
Experience
Silva Family Enterprises Inc. September 2006 - Present
Investors Capital October 2003 - December 2008
Allmerica Financial September 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst
MBA, Business
University of Massachusetts, Amherst
BA, BA, Political Science, English
Silva Family Enterprises Inc. September 2006 - Present
Investors Capital October 2003 - December 2008
Allmerica Financial September 1999 - September 2002
Education
Isenberg School of Management, UMass Amherst
MBA, Business
University of Massachusetts, Amherst
BA, BA, Political Science, English
Norman Purdy's Allmerica Financial Experience 1990 - 1993
Job Vice President of Operations, Complex Management
Industry Facilities Services
Experience
Complex Management July 2013 - Present
AEGIS Capital Management January 1994 - December 2009
WKAR-TV 23 Auction 1980 - 1995
Allmerica Financial 1990 - 1993
Honeywell Information Systems 1976 - 1990
Skills
EPA Universal..., OSHA 10, Construction Management, Facilities Management, Management, Contract Negotiation, New Business Development, Marketing Strategy, Small Business, Customer Service
Education
Waubonsee Community College
Associate of Arts and Sciences (AAS), HVAC, Construction Management, Real Estate, 3.75
Lansing Community College
Associate's degree, General Studies
Complex Management July 2013 - Present
AEGIS Capital Management January 1994 - December 2009
WKAR-TV 23 Auction 1980 - 1995
Allmerica Financial 1990 - 1993
Honeywell Information Systems 1976 - 1990
Skills
EPA Universal..., OSHA 10, Construction Management, Facilities Management, Management, Contract Negotiation, New Business Development, Marketing Strategy, Small Business, Customer Service
Education
Waubonsee Community College
Associate of Arts and Sciences (AAS), HVAC, Construction Management, Real Estate, 3.75
Lansing Community College
Associate's degree, General Studies
Linda Bonder's Allmerica Financial Experience January 1991 - November 2000
Job Product Deveopment at Berkley Accident & Health, LLC
Industry Insurance
Experience
Berkley Accident & Health, LLC September 2009 - Present
Gerald Creamer Center September 2007 - June 2009
Allmerica Financial January 1991 - November 2000
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
Berkley Accident & Health, LLC September 2009 - Present
Gerald Creamer Center September 2007 - June 2009
Allmerica Financial January 1991 - November 2000
Education
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
Julia Ovando's Allmerica Financial Experience August 1998 - May 2000
Job at Padgett Global Partners
Industry Accounting
Experience
Padgett Global Partners May 2003 - Present
Third Sector New England February 2011 - October 2011
FAS Corp December 2007 - September 2010
MetroWest Medical Center May 2000 - May 2003
AllmericA Financial August 1998 - May 2000
KPMG November 1996 - June 1998
Skills
•Financial Statement..., •Financial Analysis, •General Ledger..., •Cash Management, •Accounts..., •Month-End/Year End..., •Forecasting/Budgeting, •Daily Banking &..., •Credit Card..., •Audit Support &..., •Supervisory..., •Tax Prep (Personal,..., •MS Office (Excel,..., •Quickbooks Pro, •MS Dynamics, •Peoplesoft, •Other proprietary ERP..., •Tax Programs..., Fluent in English and...
Education
Fitchburg State University 1994 — 1996
BS, Business Admin
Padgett Global Partners May 2003 - Present
Third Sector New England February 2011 - October 2011
FAS Corp December 2007 - September 2010
MetroWest Medical Center May 2000 - May 2003
AllmericA Financial August 1998 - May 2000
KPMG November 1996 - June 1998
Skills
•Financial Statement..., •Financial Analysis, •General Ledger..., •Cash Management, •Accounts..., •Month-End/Year End..., •Forecasting/Budgeting, •Daily Banking &..., •Credit Card..., •Audit Support &..., •Supervisory..., •Tax Prep (Personal,..., •MS Office (Excel,..., •Quickbooks Pro, •MS Dynamics, •Peoplesoft, •Other proprietary ERP..., •Tax Programs..., Fluent in English and...
Education
Fitchburg State University 1994 — 1996
BS, Business Admin
Frankie Chapman's Allmerica Financial Experience 1999 - March 2000
Job Reimbursement Specialist at Genzyme Genetics
Industry Biotechnology
Experience
Genzyme Genetics 2003 - May 2012
Genzyme Genetics 2000 - 2003
Allmerica Financial 1999 - March 2000
UMass Memorial Medical Center 1989 - 1999
Skills
Managed Care, ICD-9, Medical Billing, Accounts Receivable, Healthcare Reimbursement, Healthcare, Outlook, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Analysis, Software Documentation, Biotechnology, Customer Service, Process Improvement
Education
Massachusetts Bay Community College 2005 — 2008
Certification, Massage Therapy/Therapeutic Massage
Worcester State College
some courses in Business communication and Creative Writing
Genzyme Genetics 2003 - May 2012
Genzyme Genetics 2000 - 2003
Allmerica Financial 1999 - March 2000
UMass Memorial Medical Center 1989 - 1999
Skills
Managed Care, ICD-9, Medical Billing, Accounts Receivable, Healthcare Reimbursement, Healthcare, Outlook, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Analysis, Software Documentation, Biotechnology, Customer Service, Process Improvement
Education
Massachusetts Bay Community College 2005 — 2008
Certification, Massage Therapy/Therapeutic Massage
Worcester State College
some courses in Business communication and Creative Writing
Karen Lennox's Allmerica Financial Experience February 1993 - July 2000
Job Business Systems Analyst at EMC
Industry Information Technology and Services
Experience
EMC July 2015 - Present
TJX Companies January 2013 - Present
BNY Mellon May 2011 - May 2012
SunLife Financial May 2005 - January 2011
Ciber Inc. September 2004 - May 2005
PFPC Global Servcies July 2000 - September 2004
Allmerica Financial February 1993 - July 2000
Skills
Business Requirements, SDLC, Software Documentation, Integration, Mainframe, Quality Center, Quality Assurance, Test Planning, Testing
Education
Certification for IT Business Analyst 2012 — 2012
Brainbench.com
Certification for Technical Writing 2012 — 2012
Brainbench.com
Certification for Medical Transcriptionist 2012 — 2012
Brainbench.com
ITIL - Foundations Certificate 2012 — 2012
MCTS - Business Intelligence Tools 2008 2012 — 2012
MCTS - SQL Server 2008 2012 — 2012
Worcester State University 1989 — 1991
BA, English
Dean College 1987 — 1989
AA, Liberal Arts
EMC July 2015 - Present
TJX Companies January 2013 - Present
BNY Mellon May 2011 - May 2012
SunLife Financial May 2005 - January 2011
Ciber Inc. September 2004 - May 2005
PFPC Global Servcies July 2000 - September 2004
Allmerica Financial February 1993 - July 2000
Skills
Business Requirements, SDLC, Software Documentation, Integration, Mainframe, Quality Center, Quality Assurance, Test Planning, Testing
Education
Certification for IT Business Analyst 2012 — 2012
Brainbench.com
Certification for Technical Writing 2012 — 2012
Brainbench.com
Certification for Medical Transcriptionist 2012 — 2012
Brainbench.com
ITIL - Foundations Certificate 2012 — 2012
MCTS - Business Intelligence Tools 2008 2012 — 2012
MCTS - SQL Server 2008 2012 — 2012
Worcester State University 1989 — 1991
BA, English
Dean College 1987 — 1989
AA, Liberal Arts
Marie Tartufi's Allmerica Financial Experience February 1994 - December 1999
Job Billing Implementation Specialist, Team Lead at eClinicalWorks
Industry Computer Software
Experience
eClinicalWorks September 2004 - Present
UMass Memorial Medical Group December 1999 - September 2004
Allmerica Financial February 1994 - December 1999
Skills
Practice Management, Healthcare Information..., Strategic Planning, EHR, Invoicing, Software Implementation, HIPAA, Medical Billing, EMR, Process Improvement, Business Analysis, HL7, Data Analysis, Revenue Cycle, Healthcare Management, Management, Software Documentation, Healthcare
Education
Framingham State College 1976 — 1980
BA, Geography/Biology
eClinicalWorks September 2004 - Present
UMass Memorial Medical Group December 1999 - September 2004
Allmerica Financial February 1994 - December 1999
Skills
Practice Management, Healthcare Information..., Strategic Planning, EHR, Invoicing, Software Implementation, HIPAA, Medical Billing, EMR, Process Improvement, Business Analysis, HL7, Data Analysis, Revenue Cycle, Healthcare Management, Management, Software Documentation, Healthcare
Education
Framingham State College 1976 — 1980
BA, Geography/Biology
Debbie McElvenney's Allmerica Financial Experience 2002 - 2004
Job AVP, Personal Insurance Field Service Leader at Fireman's Fund Insurance Company
Industry Financial Services
Experience
Fireman's Fund Insurance Company March 2014 - Present
Meridian Enterprises June 2012 - March 2014
Citi 2004 - May 2012
Allmerica Financial 2002 - 2004
GMAC 2000 - 2002
Transcom 1999 - 2000
Conseco 1998 - 1999
CNA Insurance 1978 - 1998
Continental Insurance 1995 - 1996
Continental Insurance 1990 - 1995
Skills
Business Change..., Expert in Operational..., Mulit-Site Contact..., Process..., Customer Experience, Quality Management, Performance Improvement, Change Management, Operations Management, Process Improvement, Management, Employee Engagement, Leadership, Customer Service, Business Process..., Strategic Planning, Sales Operations, Business Strategy, Six Sigma Green Belt..., Strategy, Organizational..., Leadership Development, Program Management, Training, Account Management, Business Development, Customer Satisfaction, Talent Management, Analysis, New Business Development, Vendor Management, Customer Retention, CRM, Performance Management, E-commerce, Outsourcing, Executive Management, Business Analysis, Product Development, Team Building, Team Leadership, Call Centers
Education
Lindenwood University
Masters in Human Resources Management
Villanova University
Six Sigma Green Belt
Missouri State University
Bachelor of Science (BS), Sociology/Social Work
Fireman's Fund Insurance Company March 2014 - Present
Meridian Enterprises June 2012 - March 2014
Citi 2004 - May 2012
Allmerica Financial 2002 - 2004
GMAC 2000 - 2002
Transcom 1999 - 2000
Conseco 1998 - 1999
CNA Insurance 1978 - 1998
Continental Insurance 1995 - 1996
Continental Insurance 1990 - 1995
Skills
Business Change..., Expert in Operational..., Mulit-Site Contact..., Process..., Customer Experience, Quality Management, Performance Improvement, Change Management, Operations Management, Process Improvement, Management, Employee Engagement, Leadership, Customer Service, Business Process..., Strategic Planning, Sales Operations, Business Strategy, Six Sigma Green Belt..., Strategy, Organizational..., Leadership Development, Program Management, Training, Account Management, Business Development, Customer Satisfaction, Talent Management, Analysis, New Business Development, Vendor Management, Customer Retention, CRM, Performance Management, E-commerce, Outsourcing, Executive Management, Business Analysis, Product Development, Team Building, Team Leadership, Call Centers
Education
Lindenwood University
Masters in Human Resources Management
Villanova University
Six Sigma Green Belt
Missouri State University
Bachelor of Science (BS), Sociology/Social Work
Deb Whittredge's Allmerica Financial Experience 1993 - 1995
Job Deb Whittredge CPA
Industry Accounting
Experience
Deb Whittredge CPA June 2009 - Present
C&SBuilders 1997 - 2009
Allmerica 1995 - 1997
Allmerica Financial 1993 - 1995
Ernst & Young 1989 - 1992
Skills
Cash Flow Management, Budgeting, Financial Statement..., Proficient in..., Assist with..., Month End Close, Construction Accounting..., Accounting, Finance, Internal Audit, Budgets, Internal Controls, Tax, Auditing, Financial Statements, Strategic Planning, Access, Analysis, Bookkeeping, Cash Flow, Financial Analysis
Education
Nichols College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern MA University 1985 — 1989
Bachelor of Science, Accounting
Shepherd Hill
Deb Whittredge CPA June 2009 - Present
C&SBuilders 1997 - 2009
Allmerica 1995 - 1997
Allmerica Financial 1993 - 1995
Ernst & Young 1989 - 1992
Skills
Cash Flow Management, Budgeting, Financial Statement..., Proficient in..., Assist with..., Month End Close, Construction Accounting..., Accounting, Finance, Internal Audit, Budgets, Internal Controls, Tax, Auditing, Financial Statements, Strategic Planning, Access, Analysis, Bookkeeping, Cash Flow, Financial Analysis
Education
Nichols College 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Southeastern MA University 1985 — 1989
Bachelor of Science, Accounting
Shepherd Hill
Tammy Broocker's Allmerica Financial Experience 1990 - 1997
Job Encore Performance Catering
Industry Food Production
Experience
Encore Performance Catering December 2009 - June 2013
Scrap happy 2002 - 2009
Allmerica Financial 1990 - 1997
Arkwright 1988 - 1990
Skills
Microsoft Excel, Insurance
Education
College of San Mateo
No degree at this time, General Studies
Encore Performance Catering December 2009 - June 2013
Scrap happy 2002 - 2009
Allmerica Financial 1990 - 1997
Arkwright 1988 - 1990
Skills
Microsoft Excel, Insurance
Education
College of San Mateo
No degree at this time, General Studies
Cheryl Bober's Allmerica Financial Experience April 1996 - May 2000
Job Kitchen Staff at Hopedale Public Schools
Industry Food & Beverages
Experience
Hopedale Public Schools May 2012 - Present
Hopedale Public Schools August 2009 - Present
Allmerica Financial April 1996 - May 2000
Skills
Food & Beverage, Menu Development, Food Service, Catering, Food, Culinary Skills, Food Safety, Cooking, Recipes, Cuisine, Customer Service, Team Building, Leadership, Budgets, Food Industry, Management, Restaurants, Event Planning, Public Speaking, Microsoft Office, Payroll, Account Management, Hiring, Training
Education
Mount Ida College 1990 — 1992
Associate's degree, Interior Design
Hopedale Public Schools May 2012 - Present
Hopedale Public Schools August 2009 - Present
Allmerica Financial April 1996 - May 2000
Skills
Food & Beverage, Menu Development, Food Service, Catering, Food, Culinary Skills, Food Safety, Cooking, Recipes, Cuisine, Customer Service, Team Building, Leadership, Budgets, Food Industry, Management, Restaurants, Event Planning, Public Speaking, Microsoft Office, Payroll, Account Management, Hiring, Training
Education
Mount Ida College 1990 — 1992
Associate's degree, Interior Design
Ann Merry's Allmerica Financial Experience December 1984 - October 2002
Job Experienced software developer, medical transcriptionist, and recent graudate of technical writing program
Industry Information Technology and Services
Experience
p.r.n. Medical Transcription Services, Inc. 2012 - Present
Allmerica Financial December 1984 - October 2002
Skills
Technical Writing, Medical Transcription, Software analysis and..., Project Management, Programming, Visual Basic, C and Cobol, Mathematical Programming, FrameMaker, HTML, RoboHelp, XML, DITA, Microsoft Word, PowerPoint, Microsoft Excel
Education
Nichols College 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management Information Systems
Middlesex Community College 2012 — 2013
Graduate Certificate Program, Technical Writing
p.r.n. Medical Transcription Services, Inc. 2012 - Present
Allmerica Financial December 1984 - October 2002
Skills
Technical Writing, Medical Transcription, Software analysis and..., Project Management, Programming, Visual Basic, C and Cobol, Mathematical Programming, FrameMaker, HTML, RoboHelp, XML, DITA, Microsoft Word, PowerPoint, Microsoft Excel
Education
Nichols College 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management Information Systems
Middlesex Community College 2012 — 2013
Graduate Certificate Program, Technical Writing
Eugene O'Rourke's Allmerica Financial Experience 1960 - 1996
Job
Industry
Experience
The Hanover Insurance Group May 1983 - October 1996
Allmerica Financial 1960 - 1996
Education
College of the Holy Cross 1955 — 1959
Bachelor's degree, Economics and Accounting
The Hanover Insurance Group May 1983 - October 1996
Allmerica Financial 1960 - 1996
Education
College of the Holy Cross 1955 — 1959
Bachelor's degree, Economics and Accounting
Stephen MacTavish's Allmerica Financial Experience 1999 - 2002
Job Risk Management Specialist/Financial Planning Support Advisor
Industry Financial Services
Experience
CAFG Wealth Management, Inc. 2002 - Present
CAFG Wealth Management, Inc. 2002 - Present
Allmerica Financial 1999 - 2002
Education
Illinois Wesleyan University
CAFG Wealth Management, Inc. 2002 - Present
CAFG Wealth Management, Inc. 2002 - Present
Allmerica Financial 1999 - 2002
Education
Illinois Wesleyan University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO