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
EWINGS INC. 2014 - Present
Fleetmaster Maintenance September 2014 - July 2015
Tilson 2013 - 2014
MMI 2010 - 2012
Neace Lukens June 2008 - November 2010
PII 2005 - 2007
Cintas 2003 - 2005
BB&T 1999 - 2002
Allmerica Financial 1996 - 1999
ACS Consulting Services - TPA 1994 - 1996
Skills
Office Administration, Office Management, Accounting, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Accounts Receivable, Accounts Payable, Employee Benefits, Benefits Administration, JD Edwards, Health Insurance, Property & Casualty..., Inventory Control, Invoicing, Licensing, Employee Training, Budget Process, Human Resources, Budgets, Customer Service, Training, Event Planning, Marketing, Spreadsheets, Coaching, Project Planning, Dental Insurance, Vision Insurance, Employer Group Plans, Medicare, Medicare Part D, Medicare Advantage, 401k, Employee Assistance..., Interviewing Skills, New Hire Orientations, Presentations, HRIS Database Management, Health Savings Accounts, Flexible Spending..., Prescription Drugs, Employee Wellness..., Substance Abuse..., Public Speaking, Personnel Management, Life Insurance
Education
Life Office Management Institute
FLMI - Fellow, Insurance and Financial Services
Life Office Management Institute
ALMI - Associate, Insurance and Financial Services
Life Office Management Institute
ACS - Associate, Insurance and Financial Services
Life Office Management Institute
AIAA - Associate, Insurance Agency Administration
IFEBP, International Foundation of Employee Benefit Plans
GBA - Group Benefits Associate
The Health Insurance Association of America
HIA, Health Insurance Associate
Penn Foster
Associate's Degree, Accounting/Human Resources
State of Indiana
Licensed Resident Producer, Life, Accident & Health Insurance
Fulcra Consultancy 2002 - Present
Boston University Corporate Education Center 2009 - 2014
Allmerica Financial February 1999 - March 2002
John Snow, Inc. (JSI) January 1994 - 1998
United Nations 1992 - 1992
International Rescue Committee 1990 - 1992
American Refugee Committee 1989 - 1990
Peace Corps 1985 - 1987
Skills
Leadership Development, Organizational..., Change Management, Strategic Planning, Organizational..., Business Process..., Process Improvement, Instructional Design, Strategy, Teaching, Workshop Facilitation, Organizational Design, Project Management, Organizational Learning, Executive Coaching, Executive Development, Conflict Resolution, Coaching, Leadership, Program Management, Staff Development, Nonprofits, Program Development, Team Building, Adult Education, Training, Management Consulting, Focus Groups, Cultural Diversity, Public Speaking, Management Development, Training Delivery
Education
NTL Institute for Applied Behavioral Science
Certificate
School for International Training
M.A.
The College of Wooster
B.A.
MasterPieces Puzzle Company August 2010 - Present
Frissore Design June 2007 - Present
Mister Car Wash February 2009 - August 2010
Colorbok June 2007 - November 2008
TK Cups - Sorg's 2003 - 2007
WNA Inc. 1999 - 2003
Allmerica Financial 1997 - 1997
Education
The Maryland Institute College of Art 1995 — 1999
BFA, Illustration, Visual Communications
Family Financial Management, LLC November 2011 - Present
Georgia Family Office LLC December 2009 - Present
ASF (Apogee Scholarship Fund) November 2009 - April 2013
Tyler Perry Studios 2006 - 2008
Bank of America 2001 - 2006
First Union National Bank 1997 - 2001
Allmerica Financial 1992 - 1997
Skills
Trust Management, Estate Administration, Estate Planning, Finance, Accounting, Accounts Payable, Independent Financial..., Business Strategy, Banking, Credit, Property Management, Wealth Management, Investments, Insurance, Mortgage Lending, Fixed Income, Strategic Financial..., Financial Advisory, Financial Services, Financial Planning, Management, Cash Management
Education
University of Massachusetts, Amherst
BA
Cavignac & Associates February 2014 - Present
Benefit Coordinators Corporation January 1994 - January 2014
Benefit Coordinators Corporation January 1994 - January 2014
Allmerica Financial 1993 - 1994
Manulife Financial 1985 - 1993
Skills
Employee Benefits, Benefits Administration, Benefits Management, Health Insurance, Open Enrollment, Flexible Spending..., Leadership, Team Leadership, Supervisory Skills, COBRA, Sales & Marketing, Sales Prospecting, Sales Process, Client Presentation, Outsourced HR Services, Consolidated Billing, Eligibility Management, Eligibility Gatekeeper, On-demand Benefits, On-line Enrollment, Customer Oriented, Group Benefits, COBRA Administration, Public Speaking, Customer Support, Strategic Partnerships, Sales Support, Office Management, Operations Management, Sales Operations, Workers Compensation, Insurance, Underwriting, Disability Insurance, Health Savings Accounts, Sales, Life Insurance, Health Care Reform, Group Medical, Voluntary Employee..., Group Insurance, Cafeteria Plans, Self-funded, Account Management, Management
Education
San Diego State University-California State University
Our Lady of Peace Academy High School
Clark University February 2015 - Present
University of Massachusetts Medical School 2001 - July 2013
LiveVault Corporation April 2000 - May 2001
Allmerica Financial February 1999 - April 2000
Compaq Computer Corporation December 1996 - February 1999
EMC Corporation June 1993 - December 1996
Digital Equipment Corporation 1980 - 1993
Skills
Process Improvement, Business Analysis, Databases, Visio, Program Management, SDLC, Vendor Management, Project Management, Software Development, Software Documentation, Oracle, Disaster Recovery, SharePoint, Agile Methodologies, Enterprise Architecture, Enterprise Software, Integration, Management, Quality Assurance, Project Planning, Web Applications, Strategy, Systems Analysis, Microsoft SQL Server, Leadership, Business Intelligence, IT Management, Requirements Analysis, IT Strategy, Database Design, Software Project..., SQL, Data Warehousing, PMO, Requirements Gathering, IT Service Management, ERP
Education
University of Massachusetts at Lowell 1976 — 1980
Bachelor's of Science, Management
Citizens Investment Services 2015 - Present
LPL Financial 2013 - 2015
LPL Financial 2006 - 2013
Independent Financial 2006 - 2008
Allmerica Financial 2001 - 2006
Allmerica Financial 1998 - 2001
Allmerica Financial 1997 - 1998
Safety Fund National Bank 1995 - 1997
Skills
MBA, FINRA, Series 6, Series 7, Series 26, Series 63, Series 65, Investment Advisory..., Brokerage, Mutual Funds, Annuity Sales, Life Insurance, Investments, Securities, Strategic Financial..., Notary Public, Financial Services, Fixed Annuities, Insurance, Portfolio Management, Finance, Financial Planning, Retirement, Wealth Management, Relationship Building, Sales
Education
Western New England University 1999 — 2000
Master of Business Administration (M.B.A.), Management and Finance
Università degli Studi di Salerno 1994 — 1995
Graduate Studies in International Business
Worcester State University 1987 — 1991
BS, Business Administration
Kadant Web Systems November 2001 - March 2009
Allmerica Financial July 1987 - August 1997
Skills
Accounts Receivable, Outlook, Data Entry, Microsoft Excel, Microsoft Word, Customer Service, Mistake Proofing, Highly detail oriented, Supply Ordering, Problem Solving, Organization, Windows 7, Analytic Thinking, Reconciling Reports, Oral & Written..., Payroll
Education
Quinsigamond Community College 2014 — 2015
Business Administration Certificate
Quinsigamond Community College 2010 — 2011
Accounting/Finance Assistant Certificate
Baystate Financial 2009 - Present
Sun Life Financial 2006 - 2008
MetLife 2004 - 2006
MetLife 2000 - 2004
John Hancock 1995 - 2000
Allmerica Financial 1992 - 1995
Allmerica Financial 1989 - 1992
John Hancock 1985 - 1989
Skills
Fixed Annuities, Retirement, Insurance, Asset Allocation, Financial Services, Retirement Planning, Series 6, Mutual Funds, Wealth Management, Investments, Investment Advisory, Investment Strategies, Series 63, Series 24, 403 (b), Series 7
Education
Suffolk University - Sawyer School of Management
MBA, Finance
The American College
Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU)
University of Massachusetts Dartmouth-Charlton College of Business
BS, Management
Ouellette Productions July 2014 - Present
BNI® 2015 - 2015
BNI® 2015 - 2015
DigiNovations March 2007 - July 2014
The Hanover Insurance Group March 1996 - February 2007
Hanover Insurance 2001 - 2006
Allmerica Financial 1995 - 2003
Allmerica Fnancial 1996 - 2001
Writer... Plus Productions 1983 - 1996
Millipore March 1978 - March 1983
Skills
Producing, Directing, Video Production, Video, Television, Final Cut Pro, Video Editing, Broadcast, Film Production, Avid, Videography, Editing, Scriptwriting, Interviewing Skills, Screenwriting, DVD authoring, Post Production, Media Production, Corporate Communications, Broadcast Television, Content Strategy, Storytelling, Avid Media Composer, Digital Video, Broadcast Journalism, Digital Media, Premiere, Final Cut Studio, HD Video, Multimedia, Social Media, Film, Audio Editing, Writing, Copywriting, Creative Direction, DVD Studio Pro, Radio Broadcasting, Camera, Cinematography, Music Videos, Web Video, Commercials, New Media, Documentaries, Voice Over, Field Producing, Sound, After Effects, Motion Graphics
Education
Suffolk University 1974 — 1978
Bachelor of Science (BS), Broadcast Journalism
Boston Technical High School 1966 — 1970
FM Global 2000 - Present
FM Global 2000 - Present
FSCM 2000 - 2015
FSCM 2000 - 2015
Allmerica Financial 1981 - 2000
Allmerica Financial 1980 - 2000
Skills
HRIS, Underwriting, Human Resources, Employee Benefits, PeopleSoft, Insurance, Property & Casualty..., Employee Relations, SDLC, Project Management
Education
University of Illinois at Urbana-Champaign 1973 — 1978
History and Philosophy of Science and Technology
Addison Trail H.S. 1969 — 1973
JCSI January 2011 - Present
JCSI Corporate Staffing 2011 - Present
Allmerica Financial 1997 - 2003
The Learning Company 1996 - 1997
Skills
Talent Acquisition, Recruiting, Talent Management, Marketing, Technical Recruiting, Applicant Tracking..., Human Resources, College Recruiting, Account Management, Internet Recruiting, Management, Sales, Executive Search, Interviews, Sourcing, Consulting, Leadership, Temporary Placement
Education
Rochester Institute of Technology 1990 — 1994
BS, Finance
Shenendehowa
Principal Financial Group April 2013 - Present
Principal Financial Group August 2011 - Present
Essential Group Service Inc. June 2006 - June 2011
Sun Life Financial February 2006 - May 2006
John Hancock Life Insurance Company (U.S.A.) April 2004 - October 2005
Allmerica Financial May 2000 - January 2004
Allmerica Financial July 1996 - April 2000
Skills
Problem Solving, Organizational..., Team Leadership, Change Management, Operations Management, Customer Service, New Business Development, Insurance, Customer Relations, Leadership, Financial Services, Employee Benefits, Process Improvement, Management, Life Insurance, Financial Planning, Business Analysis, Group Benefit Plans, Fixed Annuities, Variable Annuities, Retirement Benefits, 401k Rollovers, 401k Loans, 401k Plans
Education
Quinsigamond Community College 1976 — 1978
Associates, Secretarial Sciences
The Moynihan Group, LLC September 2007 - Present
Irish Network Boston (IN Boston) January 2014 - Present
Massachusetts House of Representatives 2005 - 2006
Massachusetts House Committee on Ways & Means 2003 - 2005
Massachusetts House of Representatives 1997 - 2003
Massachusetts House of Representatives 1995 - 1997
Commerce Insurance 1993 - 1995
Allmerica Financial 1993 - 1993
United Way 1992 - 1993
Skills
Public Policy, Legislative Relations, Politics, Government, Public Affairs, Fundraising, Legislation, Legislative Affairs, Political Campaigns, New Business Development, Legal Research, International Relations, Political Consulting, Governmental Affairs, Strategy, Public Relations, Legal Writing, Political Science, State Government, State Legislation, Community Development, Strategic Planning, Leadership, Policy Analysis, Grassroots Organizing, Political Communication, Bill Drafting, Small Business, Economic Development, Coalitions, Legislative Research, Political Strategy, Government Relations, Regulatory Affairs, Wills, Legislative Issues, Lobbying, Hearings, Legal Services, Incorporation, Legislative Advocacy, Legislative Tracking, Notary Public, Community Relations, Government Procurement, Legislative Analysis, Regulatory Strategy, Small Business Law, Nonprofits, Corporate Law
Education
Suffolk University Law School 1997 — 2001
JD
Providence College 1988 — 1992
BA, Humanities, Business
St. John's High School 1984 — 1988
4tell Solutions, LLC July 2012 - Present
Faithful+Gould October 2009 - July 2012
VFA, Inc July 2000 - October 2009
Allmerica Financial September 1998 - July 2000
Century Management Systems December 1992 - September 1998
KeyBank 1992 - 1992
Skills
Enterprise Software, Facilities Management, Project Planning, Program Management, Project Management, Management, Contract Negotiation, SaaS, Lead Generation, Strategic Planning, New Business Development, Team Building, Process Scheduler, Construction, Team Leadership, Construction Management, Procurement, Engineering, MS Project, Proposal Writing, Contract Management, Project Estimation, Budgets, Energy Audits, Value Engineering, LEED, Energy Management, Sustainability, Feasibility Studies, Sales Operations, Strategy
Education
State University of New York at Buffalo 1986 — 1992
Bachelor of Science (BS), Engineering
Schantz Wealth Services November 2003 - Present
Allmerica Financial December 1992 - November 2003
Career Placement Associates September 1988 - December 1992
Education
Queens College 1981 — 1983
BA, Accounting and Economics
Ascend Learning 2014 - October 2014
Staples 2009 - 2013
Fidelity Investments 1998 - 2008
Fidelity Investments 1996 - 1998
Dun & Bradstreet Software 1995 - 1996
Allmerica Financial 1993 - 1995
The Hanover Insurance Group 1990 - 1992
Skills
Program Management, Project Portfolio..., SDLC, Change Management, Resource Management, Analytics, Business Analysis, PMO, Project Management, Enterprise Software, Strategy, Quality Assurance, Software Development, Leadership, PMP, Business Process, Information Technology, Integration, Business Process..., Management, IT Strategy, IT Management, Business Planning, Risk Management, Software Project..., Process Improvement, Manufacturing, IT Process Improvement, CA Clarity, Portfolio Management..., Metrics & Reporting, Vendor Management
Education
State University of New York College at Potsdam
BA, Computer Science
American Millennium Group January 2002 - Present
Allmerica Financial January 1994 - 2001
Skills
Investments, Strategic Financial..., Financial Services, Tax Advisory, Group Insurance, Health Insurance, Life Insurance, Multi-generational..., Wealth Preservation..., Retirement Planning, Alternative Investments, Money Management, Finance Consulting, Financial Planners, Insurance, Retirement, Wealth
Education
Institute of Business and Finance 2013 — 2015
Master of Science in Financial Services
Suffolk County Community College 1992 — 1994
Associate's Degree, Applied Science
Bay Shore High School 1984 — 1988
High School Diploma
The Guardian Life Insurance Company of America November 2011 - Present
Edson Group REALTORS at Godin Real Estate August 2001 - November 2011
Beremco, Inc. Property Management 2000 - November 2011
John Hancock December 1999 - August 2001
Allmerica Financial March 1993 - December 1999
Skills
Tableau, Insurance, Fixed Annuities, Disability Insurance, Investments, Strategic Planning, Life Insurance, Long-term Care, Retirement, Customer Service, Process Improvement, Strategic Financial..., Marketing Strategy, Retirement Planning, IRAs, Mutual Funds, Real Estate, Health Insurance, Public Speaking, Series 7, Estate Planning, Microsoft Excel, Access Control
Education
University of Massachusetts, Amherst 1991 — 1993
MBA
Williams College 1985 — 1989
BA, Psychology
The Supper Club at the Greensburg Train Station April 2010 - Present
Principal Financial Group September 2000 - April 2007
Allmerica Financial 2001 - 2003
Skills
Marketing, Event Planning, Strategic Planning, Customer Service, Leadership, Marketing Communications, Sales, Team Building, Training, Advertising
Education
Seton Hill University
Marketing
Diablo Investment Group, Inc. February 2002 - Present
Palma Properties, Inc March 2002 - Present
New Times, Inc February 1996 - March 2002
Allmerica Financial 1990 - 1994
Skills
Financial Analysis, Financial Forecasting, Budget Management, Operations Management, Project Management, Real Estate License, Financial Accounting, Project Accounting
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Arts, Finance Real Estate
Carmel High School, Carmel CA 1982 — 1985
NL Financial Alliance September 2003 - June 2013
Equity Services, Inc. September 2003 - June 2013
Allmerica Financial October 1992 - September 2003
Patriot Services, Inc. September 1990 - June 1992
Telephonics Corporation June 1988 - September 1990
United States Navy June 1975 - June 1988
Education
The George Washington University 1978 — 1980
Engineering
State University of New York at Stony Brook 1973 — 1975
Pre-Med
Saint Anthony's High School 1969 — 1973
Diploma, General
Milestone Group & Associates, LLC February 2014 - Present
NFP Advisor Services Group February 2014 - Present
Milestone Group & Associates LLC, Ameriprise Financial May 2010 - February 2014
Milestone Planning Partners December 2003 - April 2010
Milestone Planning Partners, LP December 2003 - April 2010
Allmerica Financial 1999 - 2003
American Express Financial Advisors March 1991 - September 1999
Skills
High Net Worth..., Personal Finance, Asset Allocation, Estate Planning, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Wealth, 401k, Alternative Investments, Financial Modeling, Financial Services, Life Insurance, Equities, Financial Planners, Risk Management, Uniform Combined State..., Investment Management, Disability Insurance, Account Management, Sales, Saving for Education, Business Development, Investment Advisory, Finance, Series 24, Strategic Planning, Retirement Planning, Retirement, Financial Advisory, Marketing Strategy, Marketing, Customer Service, Financial Planning
Education
Stephen F. Austin State University 1986 — 1990
BBA, Economics Finance
Stream Global Services 2010 - 2014
Stream Global Services 2010 - 2014
The Hanover Insurance Group June 2000 - July 2009
Allmerica Financial 2000 - 2005
Hanover Insurance September 1993 - June 2000
Digital Equipment Corporation November 1986 - September 1993
Skills
Customer Satisfaction, Process Improvement, Telecommunications, Cross-functional Team..., Vendor Management, Project Management, Strategic Planning, Visio, Disaster Recovery, Leadership, ITIL, Management, VoIP, Customer Service, Call Centers, Business Analysis, Wireless, Strategy, Contract Negotiation, Avaya, Program Management, Avaya Technologies, Troubleshooting
Education
Northwood University 1977 — 1979
Associates of Arts, Fashion Merchandising
LeFore Consulting, LLC April 2003 - Present
MetLife Financial Services February 2002 - March 2003
Allmerica Financial June 1996 - January 2002
Allmerica Financial June 1993 - May 1996
Transamerica January 1992 - June 1993
Skills
Insurance, Strategic Financial..., Retirement Planning, Estate Planning, Small Business, Financial Planners, Disability Insurance, Pensions, Life Insurance, Personal Finance, Risk Management, Personal Tax Planning, Wealth Accumulation, Business Planning, Finance, Employee Benefits, Term Life Insurance, Securities, 401k, Budgets, IRAs, Mutual Funds, Income Protection, Tax, Investment Advisory, Mergers, Mergers & Acquisitions, Health Insurance, Estate Tax Planning, Long Term Care Insurance, Investment Strategies
Education
Oregon State University 1985 — 1991
BS, Mathematics
NFP August 2015 - Present
The David Agency Ins., Inc. March 2011 - May 2015
Premier Risk Services, Inc September 2001 - March 2011
Weir International, Inc. July 2000 - July 2001
Comprehensive Fringe Benefit Planning September 1996 - July 2000
Allmerica Financial July 1996 - September 1996
Rabjohns Financial Group February 1991 - July 1996
Bankers Life and Casualty February 1991 - February 1991
Bankers Life and Casualty September 1988 - February 1991
Bankers Life and Casualty February 1982 - September 1988
Skills
Process Improvement, Account Management, Project Management, Social Media, Employee Benefits, Purchasing, Analysis, Administrative..., Coaching, Project Planning, Strategic Planning, Troubleshooting, Data Entry, Office Management, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Applied Systems-TAM, Spreadsheets, Event Planning, Database Administration, Administrative Work, Office Administration, Coordination, Database Admin, Risk Management, Inventory Management, Nonprofits, Management, Time Management, Policy, Sales, Administration, Accounts Payable, Program Management, Employee Relations, Customer Service, Administrative..., Insurance, Marketing, Team Building, Microsoft Office, Leadership
Education
UW-Milwaukee 1980 — 1981
Nicolet Area Technical College 1978 — 1980
Certificate, Salesmanship
First Financial Strategies, LLC June 1999 - Present
Allmerica Financial June 1999 - December 2003
Skills
Fixed Annuities, Financial Advisory, Retirement Planning, Management, Wealth Management, Life Insurance, IRAs, Investments, Retirement, 401k, Estate Planning, Insurance, Mutual Funds
Education
University of Colorado Denver
Applied Mathematics
Ridgeworth Investments July 2008 - Present
Wachovia Bank 2007 - 2008
AXA Enterprise 1999 - 2007
Trust Consultants 1996 - 1999
Principal Financial Group (Trustar Retirement Services) 1996 - 1999
Allmerica Financial 1990 - 1995
Skills
401k, Series 63, Series 7, Mutual Funds, Series 6, Retirement, Series 65, Separately Managed..., Retirement Planning, Investments, Retirement Plan..., Asset Allocation
Education
Nichols College 1986 — 1990
BSBA, Business Management
Meadowbrook Insurance Group January 2014 - Present
Michigan Wolves and Hawks Soccer Club April 1998 - Present
Ernst Benefits August 2010 - January 2014
Lusader Consulting May 1999 - December 2012
Allmerica Financial March 1997 - May 2001
Detroit Rockers Professional Soccer Team October 1991 - April 2001
Skills
Insurance, Health Insurance, New Business Development, Coaching, Sales Management, Team Building, Strategic Planning, Healthcare, Property & Casualty..., Small Business, Sales, Employee Benefits, Leadership, Human Resources, Marketing Strategy
Education
University of Evansville 1987 — 1991
BS, Marketing, Management
HSN July 2011 - Present
ProVest October 2009 - August 2011
DSM April 2007 - September 2009
EMC February 2001 - March 2007
Staples.com January 2000 - February 2001
Allmerica Financial 1998 - 2000
Oki Advanced Products March 1997 - March 1998
Allmerica Financial 1995 - 1997
Work/Family Directions 1993 - 1995
Lumber Insurance Companies 1986 - 1993
Skills
Data Center, Virtualization, VMware, Project Management, SAN, Security, Networking, Microsoft SQL Server, Servers, Integration, System Administration, Troubleshooting, Solution Architecture, Microsoft Exchange, SharePoint
Education
Central NE College of Technology 1982 — 1982
Certificate, Computer Science
Northeastern University 1982 — 1982
Certificate, Data Communications
Blue Cod Technologies, Inc. February 2015 - Present
Blue Cod Technologies August 2009 - Present
Interbay Funding February 2004 - April 2008
Interbay Funding 2003 - 2004
Allmerica Financial 2001 - 2002
Allmerica Financial 1993 - 2000
Skills
Real Estate, Mortgage, Microsoft Office, Strategic Planning, Excel, Word, Research, Problem Solving, Mentoring, Event Planning, Team Building, Photoshop, Writing, Process Improvement, Mortgage Lending, Microsoft Word, Analysis, Loans, Microsoft Excel, Customer Service, Management, Outlook, Business Analysis, Training, Software Documentation, Marketing, Risk Management, Project Management, Leadership, Budgets
Education
University of Massachusetts, Amherst 1980 — 1984
TJX July 2013 - Present
TJX May 2010 - July 2013
TJX January 2007 - May 2010
The Hanover Insurance Group 2002 - 2006
Allmerica Financial 1999 - 2002
Skills
DB2, SDLC, Requirements Analysis, Oracle, Business Analysis, Requirements Gathering, Business Intelligence, Systems Analysis, Visio, SQL, Data Warehousing, SOA, Enterprise Architecture, PL/SQL, ETL, Software Project..., Process Improvement
Education
University of Maine
BA, Computer Science
KK Senior Concierge 2013 - Present
MetLife 2011 - 2012
TRAVELNATION 2009 - 2010
MARK EDWARDS 2004 - 2009
ALLMERICA FINANCIAL 2001 - 2004
BAPCO 1984 - 1995
Skills
Marketing Strategy, Marketing, Account Management, Digital Marketing, Sales, Sales Management, Direct Marketing, Direct Sales, Online Advertising, Advertising, Lead Generation, Email Marketing, Marketing Communications, Selling, Sales Operations, Budgets, Training, CRM, Management, Online Marketing
Education
University of Florida
Bachelor of Science (BS), Advertising
National Insurance Crime Bureau July 2005 - Present
Allmerica Financial May 2001 - March 2005
Texas A&M University 1990 - 2001
Skills
Background Checks, Outlook, Reference Checking, New Hires, Job Fairs, Resume, Microsoft Office, Claim Investigation, Fraud, Property & Casualty..., Investigation, Insurance, Microsoft Word, Accident, Liability, Claim, Investigative Research, Surveillance, Criminal Investigations, Casualty, General Insurance, Research, Commercial Insurance, Subrogation, Crime Prevention, Workers Compensation, Casualty Insurance, Customer Service, Liaison
Education
Texas A&M University 1992 — 1995
Bachelor of Science, Wildlife & Fisheries
MJ's ARMY January 2012 - Present
Dell, Inc. December 2010 - Present
Dell, Inc. June 2005 - April 2008
Global Outsourced Partner Management (Contact Center) November 2003 - June 2005
Dell International Services (Contact Center) January 2003 - October 2003
Dell, Inc. April 1998 - December 2001
John Hancock Financial Services February 1996 - April 1998
Fleet Bank January 1995 - January 1996
Allmerica Financial January 1994 - January 1995
Bank Boston January 1991 - January 1994
Education
Saint Anselm College 1987 — 1991
Bachelor of Arts
Irvine Company May 2009 - Present
Dobrow Consulting January 2004 - Present
First American Capital Management February 2003 - December 2003
Banc of America Capital Management January 2001 - September 2002
MetLife October 1999 - January 2001
Merrill Lynch September 1997 - April 1999
ADP April 1994 - August 1997
Allmerica Financial January 1989 - March 1994
CIGNA July 1979 - December 1988
Skills
Pensions, Real Estate, Institutional..., Asset Management, Investments, Property Management, Portfolio Management, Investment Properties, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Property, Financial Modeling, Selling, Real Estate Economics, Sales, Investment Management, Management, Finance, Customer Service
Education
The University of Connecticut 1980 — 1984
Bloomfield High School 1977 — 1980
Get Coached April 1997 - Present
Get Coached 1997 - Present
Allmerica Financial September 1983 - March 1997
Skills
Coaching, Personal Development, Business Growth..., Intuition, Wellness, Plant Based Food Expert, Holistic Health, Wellbeing, Certified EFT..., Certified Health Coach, Certified ScreamFree..., Nutritional Counseling, Lifestyle Coaching, Management, Healing, Alternative Medicine, Small Business, Stress Management, Entrepreneurship
Education
Institute for Integrative Nutrition 2010 — 2011
Certified Holistic Health Coach, Nutrition and Wellness
Mercy College 1983 — 1985
BS, Finance
Pace University 1981 — 1983
AAS, Business
Fannie Mae June 2014 - Present
Bank of America November 2013 - June 2014
Bank of America August 2012 - November 2013
Bank of America August 2011 - July 2012
CSG Systems September 2006 - December 2010
HomeBanc Mortgage Corporation July 2004 - July 2006
Allmerica Financial April 2001 - June 2004
Atlanta News Group 1999 - 2001
Austin American-Statesman 1995 - 1999
Texas Monthly 1994 - 1994
Skills
Direct Mail, Positioning, Strategic Planning, Project Management, Marketing Communications, Copywriting, Social Media, Event Planning, Brand Management, Market Planning, Editing, Segmentation, Collateral, Direct Marketing, Brand Awareness, Strategy, Marketing, Advertising, Product Marketing, B2B, CRM, Program Management, Salesforce.com, Sales, Creative Direction, Management, Newsletters, Facebook, Fundraising, Email Marketing, Corporate Communications
Education
Goethe Institute 2004 — 2005
up to B2.4
Texas State University 1992 — 1995
Texas State University-San Marcos 1992 — 1995
Bachelors of Arts, Communications, Journalism, German
El Campo High School
Texas Capital Bank February 2015 - Present
The Private Bank at Bank of Texas March 2010 - February 2015
BlueTree Partners July 2003 - March 2010
Lincoln Financial Group July 2006 - March 2008
Allmerica Financial 1989 - 2003
DBG&H 1985 - 1987
DBG&H 1985 - 1987
Skills
Wealth Management, Risk Management, Asset Managment, Business Continuity..., Estate Planning, Retirement Planning, Leadership Development, Fundraising, Investment Banking, Investments
Education
Texas Christian University 1981 — 1986
The American College 1996 — 1997
ChFC, Chartered Financial Consultant
The American College 1992 — 1993
CLU, Chartered Life Underwriter
Jesuit College Prep School
TD July 2015 - Present
Citizens Bank August 2012 - May 2014
Sun Life October 2011 - February 2012
Raytheon October 2010 - October 2011
Aspen Specialty Insurance Company August 2004 - July 2009
Allmerica Financial July 2004 - August 2004
RJC Systems October 2001 - May 2004
Liberty Mutual, Portsmouth, NH February 2000 - September 2001
Jefferson Pilot Financial July 1996 - December 1999
Skills
Visio, SDLC, Full SDLC, Requirements Analysis, Business Analysis, Process Improvement, Quality Assurance, Requirements Gathering, Databases, Software Documentation, Software Development, Project Management, Vendor Management, Business Process, Software Project..., SharePoint
Education
University of Massachusetts Lowell
BS
McKesson Health Solutions April 2014 - June 2015
McKesson Corp September 2006 - March 2014
SUN Microsystems June 2005 - October 2006
Vicor 1998 - 2005
Allmerica Financial 1994 - 1998
DuPont 1988 - 1993
Skills
Agile Methodologies, Integration, Process Improvement, Software Development, Team Leadership, Scrum, Software Project..., Requirements Analysis, Management, Project Management, Healthcare Information..., Oracle, Change Management, Testing, SDLC, Program Management, Cross-functional Team..., Vendor Management, Collaborative Leadership
Education
Rochester Institute of Technology
Bachelor’s Degree, Information Technology
Massachusetts General Hospital September 2010 - Present
First Marblehead September 2005 - May 2008
Mass Mutual Life Insurance Company June 2002 - October 2004
Pegasus Communications February 2000 - October 2001
Allmerica Financial 1998 - 1999
UNUM-Provident Companies (Former Paul Revere Insurance Group) 1984 - 1998
Skills
Organizational..., Talent Management, Succession Planning, Performance Management, Recruiting, Human Resources, Personnel Management, Leadership Development, Team Building, Vendor Management, Training, Onboarding, Management, Start-ups, Coaching, Talent Acquisition, Employee Relations, Leadership, Strategy
Education
Columbia University Teacher's College, Tarrytown, NY 2006 — 2006
Principles and Practices of Organizational Development certificate 2 week residential program , Organizational Development
Burncoat Senior High
High School
Providence College
BA, American Studies, English
Worcester State University
Human Resources Development
StrategicPoint Investment Advisors 2003 - Present
AdviceOne LLC January 2001 - December 2003
Allmerica Financial January 1999 - December 2001
Skills
Independent Wealth..., Private Wealth..., Financial Planning, Investments, Investment Management, Asset Management, Registered Investment...
Education
The George Washington University
Bose Corporation February 2011 - Present
Bose Corporation August 2006 - January 2011
Bose Corporation July 2002 - July 2006
SanGate Systems March 2001 - May 2002
EC Cubed July 2000 - December 2000
Formation Systems December 1999 - June 2000
Bose Corporation July 1993 - November 1999
Allmerica Financial July 1992 - July 1993
Software 2000 February 1991 - June 1992
Computervision and Prime Computer September 1987 - February 1991
Skills
Internal Communications, Social Media, Marketing, Marketing Strategy, Change Management, Product Marketing, Strategic Partnerships, Product Launch, Corporate Communications, Strategic Communications, Speech Writing, Media Relations, Newsletters, Marketing Communications, Brand Management
Education
Simmons College 1988 — 1990
MS
Saint Michael's College 1977 — 1981
BA
Boston Water & Sewer Commission February 2015 - Present
Putnam Investments January 2007 - Present
National Investment Company Service Association (NICSA) May 2010 - October 2011
Putnam Investments January 2003 - January 2007
Putnam Investments January 1997 - January 2003
Putnam Investments November 1993 - January 1997
First Data Corporation April 1993 - November 1993
Allmerica Financial March 1992 - April 1993
Fidelity Investments January 1983 - March 1992
Skills
Financial Services
Education
Northeastern University
Resource Control Consultants, LLC 2009 - Present
REEFMAKERS 2006 - 2009
KIPP Foundation May 2006 - November 2006
Marlton Christian Academy July 2004 - June 2006
Allmerica Financial December 1986 - March 1995
Maccabees Mutual Life Insurance Company April 1985 - December 1986
Education
Rider University 2001 — 2003
Grad Ed Certification, Education
University of Pennsylvania 1985 — 1987
Business
University of Pennsylvania 1977 — 1981
BA, DOE
Moorestown High
Aon Hewitt December 2013 - Present
Aon Hewitt October 2012 - December 2013
Fidelity Investments December 2005 - October 2012
Allmerica Financial June 2000 - December 2005
Commonwealth of Massachusetts April 1993 - June 2000
Skills
Learning Management, Performance Management, HRIS, Talent Management, Vendor Management, Change Management, Process Improvement, Business Analysis, Requirements Analysis, PeopleSoft, Program Management, Project Management, Organizational..., Requirements Gathering, Visio, SharePoint, Cross-functional Team..., CRM, Software Documentation
Education
University of Massachusetts Boston 1994 — 1997
BA, Psychology
University of Massachusetts Dartmouth 1992 — 1994
Psychology
WebCE May 2009 - Present
Allstate Financial June 2004 - May 2009
The CommunicationWorks 2001 - 2004
Kaplan Financial 1998 - 2001
Insurance Training Associates 1993 - 1998
Allmerica Financial January 1987 - August 1993
Skills
Process Improvement, Insurance, Technical Writing, Financial Services, Strategic Planning, Project Management, Risk Management, Life Insurance, Health Insurance, Program Management, Training, Leadership, Requirements Gathering, Team Building, Business Process..., Employee Benefits, Analysis, Business Analysis, Strategic Financial..., Call Centers, Access, Vendor Management, Strategy, Retirement Planning, Management
Education
University of New Hampshire 1971 — 1975
Bachelor of Arts (BA), Political Science and Journalism
The American College 1988 — 1994
CLU, ChFC, Financial Services
Concord High School (NH) 1968 — 1971
Diploma, College Prep
Roots and Branches of your Tree May 1991 - Present
HealthSouth 2001 - 2003
HealthSouth 2000 - 2003
St. Mary's Medical Center 2000 - 2001
Cape Cod Healthcare 1999 - 2000
Tufts Health Plan 1998 - 1999
Allmerica Financial 1997 - 1998
UMass Memorial Medical Center 1994 - 1998
Welborn Baptist Hospital May 1991 - August 1994
Skills
Healthcare, Home Care, Nursing, Inpatient, Case Managment, Public Speaking, Utilization Review, Patient Advocacy, Hospitals, Critical Care, Palliative Care, Patient Safety, Telemetry, Healthcare Management, Wound Care, Utilization Management, Rehabilitation, Physicians, ACLS, Medicare, ICU, Case Management, Management
Education
University of Southern Indiana 1991 — 1992
BSN, Nursing, 3.5
University of Southern Indiana 1989 — 1991
ASN, Nursing
Southeast Missouri State University 1988 — 1989
Pre-nursing
Seven Hills Foundation January 2013 - Present
Seven Hills Foundation September 2012 - January 2013
Worcester Public Schools August 2010 - June 2011
St Mary's High School September 2009 - October 2010
Stay at Home Mother May 2002 - September 2009
Allmerica Financial October 2000 - June 2002
Skills
Staff Development, Training, Management, Classroom, Recruiting, Curriculum Design, Teaching, Classroom Management, Curriculum Development, Time Management, Community Outreach, Interviews, Educational Leadership, Public Speaking, Instructional Design, Nonprofits, PowerPoint, Customer Service, Research, Data Analysis, Program Development, Higher Education, Volunteer Management, Developmental..., Special Education
Education
Becker College 2011 — 2014
BA Psychology, Counseling Psychology, junior
Northern Essex Community College 1997 — 2000
Health Information Technologies, Health/Health Care Administration/Management
Doble LeBranti Financial Group LLC February 2010 - Present
Baystate Financial Services January 2005 - February 2010
Winslow, Evans & Crocker January 2004 - January 2005
Allmerica Financial July 2001 - January 2004
OneCore Financial July 2000 - July 2001
Skills
Independent Financial..., Retirement Planning, Wealth Management, Portfolio Management, Customer Satisfaction, Customer Service, 401k, Insurance, Divorce, Finance, Investments, Budgets, Mutual Funds, Financial Advisory, Asset Management, Securities, Asset Allocation, Financial Services, Risk Management, Real Estate, Fixed Income, Financial Analysis
Education
Stonehill College 1994 — 1998
Malden Catholic High School 1990 — 1994
Healthcare Delivery Systems February 1996 - Present
Allmerica Financial August 1990 - February 1996
Massachusetts Mutual July 1988 - February 1990
Skills
Vital Signs, EKG, Medical Terminology, medical billing, Medical Records, Medical Billing, Physiology, Medicine, CPT, Anatomy, Hospitals, ICD-9, EMR, Healthcare
Education
Triton College 1981 — 1983
Accountable Wealth Management October 2010 - Present
RKM Financial Services January 2001 - Present
Allmerica Financial 1993 - 2000
Gekiere & Associates 1993 - 2000
Skills
Financial Planning, Retirement Planning, Long Term Care, Investments, Alternative Investments, Insurance, Strategic Financial..., College Education..., Business Owner Planning, Long-term Care
Education
Certified Financial Planner Board of Standards, Inc. 2011 — 2011
CERTIFIED FINANCIAL PLANNER™, Financial Planning and Services
The American College 1994 — 1999
ChFC, Financial Planning
Texas Christian University - M.J. Neeley School of Business 1989 — 1993
BBS, Finance, Cumme Laude
Duncanville High School 1985 — 1989
Sullivan Benefits November 1998 - Present
March of Dimes 2005 - Present
Allmerica Financial July 1987 - October 1998
State Mutual / (Allmerica Financial) July 1983 - July 1987
Skills
Health Benefit Plan..., Managed Care, Benefits Administration, Employee Benefit..., Employee Wellness..., Benefit Plan Compliance, Benefit Plan..., Insurance, Employee Benefits, Healthcare, Disability Insurance, Brokers, Employee Wellness, Health Insurance, Workers Compensation, Health Savings Accounts, Life Insurance, Underwriting, Long-term Care, Sales, 401k
Education
Springfield College 1977 — 1981
Bachelor of Science, Politcal Science / Economics
Wachusett Regional High School 1973 — 1977
KPMG US July 2012 - Present
KPMG April 2011 - February 2012
Windwalker Corporation October 2008 - April 2011
Axiom Resource Management, Inc. April 2006 - October 2008
BearingPoint October 2006 - April 2007
Horizon Industries, Limited December 2005 - April 2006
Kadix Systems February 2005 - December 2005
Allmerica Financial October 2000 - November 2002
mysportsguru.com June 1999 - September 2000
Skills
Dreamweaver, Instructional Design, Project Management, Proposal Writing, Web Design, User Experience, Technical Writing, E-Learning, User Interface Design, Program Management, Instructor-led Training, Training, Software Documentation, Flash, Strategic Planning, Distance Learning, Leadership, Management, CSS, Analysis, Video Production, Video Editing
Education
St. Lawrence University 1995 — 1999
BA, English Writing
AVATAR Computing, Inc. September 2007 - Present
Allmerica Financial September 2005 - May 2007
Education
Quinsigamond Community College
Incom Fiberoptics April 2011 - Present
Mercury Wire Products, Inc October 2002 - April 2011
Covansys June 1997 - June 2002
Allmerica Financial June 1995 - June 1997
Skills
Strategic Leadership, Technical Leadership, Strategic Planning, Staff Development, Coaching, Mentoring, Microsoft SQL Server, Microsoft Exchange, Windows Server, VMware, Disaster Recovery, Data Mining, Predictive Analytics, Windows 7, SSRS, SSIS, SAN, Virtualization, HP Server Hardware, Microsoft CRM, Department Budgeting
Education
Nichols College 2013 — 2014
Master's Degree, Organizational Leadership
Worcester State University 1991 — 1995
B.S., Computer Science, Mathematics
Barclays Wealth and Investment Management April 2014 - Present
New York Life Insurance Company January 2009 - April 2014
New York Life 2007 - January 2009
M Financial Group 2004 - 2007
Allmerica Financial 2001 - 2004
OffRoad Capital 2000 - 2001
First Security Van Kasper 1999 - 2000
Skills
Investment Advisory, Wealth Management, Securities, Asset Managment, Financial Advisory, Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, Retirement Plan..., Qualified Retirement..., Retirement, Wealth Accumulation..., Strategic Financial..., Insurance, Investments, Financial Services, Portfolio Management, Asset Management, Investment Management, Asset Allocation, Financial Planning
Education
University of California, Santa Cruz 1991 — 1995
Bachelor of Science (BS), Cultural Anthropology
BB&T Insurance Services Inc. October 2012 - Present
Snellings Walters Insurance 2003 - October 2012
Prudential Financial 2001 - 2003
Allmerica Financial 1997 - 1999
Skills
Licensed Property &..., Licensed Life & Health..., Property, General Insurance, Umbrella Insurance, Disability Insurance, Insurance Brokerage, Management, Claim, Property & Casualty..., Insurance, Commercial Insurance
Education
The University of Georgia 1993 — 1997
Bachelor of Arts, Psychology
Weston Financial 2002 - Present
Allmerica Financial 2002 - 2002
Sunlife Financial 1996 - 2002
Skills
Legal Compliance, Risk Management, Strategic Planning, Series 24, Series 7, Investments, Financial Services, Mutual Funds, Securities, Portfolio Management, Investment Advisory, Investment Company Act, Investment Advisors Act, Securities Exchange Act..., Sarbanes-Oxley Act, Dodd-Frank, Finance, FINRA, Insurance, Banking, Licensing, Asset Managment, AML, OFAC, Hedge Funds, Equities, Asset Management, FDIC, Wealth Management, Due Diligence, Alternative Investments, Management, Leadership, Financial Analysis, Financial Risk, Mergers & Acquisitions, Series 63, Corporate Governance, Relationship Management, Securities Regulation, Consulting, Executive Management, Business Analysis, Legal Research, Legal Writing
Education
Suffolk University Law School
Juris Doctorate Degree, Securities and Corporate Law
University of Massachusetts, Amherst
BA in Legal Studies & French, University of Massachusetts at Amherst
Lockton Companies January 1997 - August 2015
Allmerica Financial January 1980 - November 1996
Unum 1978 - 1980
Skills
Employee Benefits, Executive Compensation, Compliance, Health Insurance, Benefits, 401k, Disability Insurance, Healthcare, Strategy, Management, Leadership, Health Care Reform, Insurance, Executive Pay, Employee Relations, Program Management, Brokers, Workers Compensation, Health Savings Accounts, Life Insurance, Benefits Administration, Self-funded, ERISA, COBRA, Underwriting, Professional Liability, Term Life Insurance, Property & Casualty..., Retirement, Defined Benefit, Claim, Commercial Insurance, Long-term Care, Reinsurance, Employment Practices..., D&O, Liability, Insurance Brokerage, Captives, Accident, Long Term Care Insurance, Legal Liability, Casualty, Retirement Planning
Education
University of Denver - Daniels College of Business
BSBA & MBA, Finance
MedMetrics Health Partners, Inc. March 2006 - Present
Episcopal Diocese of Western Massachusetts 2001 - 2010
PSP/UMass 2004 - 2006
BCBSMA 2003 - 2004
Almerica Financial 1993 - 2003
Allmerica Financial 1999 - 2001
Education
The George Washington University 2000 — 2001
Masters
Central New England College
BSA
Curry College
BA
TripAdvisor September 2008 - Present
Snazzy Software, LLC February 2010 - Present
OpenPages, Inc June 2004 - September 2008
Allmerica Financial 2001 - 2001
Mangosoft, Inc. 1997 - 1999
Skills
Software Development, Mobile Applications, Android, Web Development, Java, Subversion, User Interface, Web Applications, CSS, HTML, PostgreSQL, Programming, Databases, AJAX, JavaScript, Objective-C, SQL, Software Engineering, Mobile, Mobile Software, J2EE, Eclipse, iPhone, Engineering, jQuery, Algorithms, Tomcat, Linux, XML, Struts, Agile, User Interface Design, Architecture, iPod, Interface Builder, WebKit, Dust, Java Enterprise Edition, Mobile Devices, iOS, Agile Methodologies
Education
Rensselaer Polytechnic Institute 2000 — 2004
BS, Computer and Systems Engineering
Tantasqua Regional High School 1996 — 2000
HS
Hanover Insurance September 1999 - Present
Allmerica Financial 1999 - Present
Heritage Travel Inc. 1982 - 1995
Skills
SDLC, Technical Support, ITIL, Visio, Troubleshooting, Disaster Recovery, Process Improvement, Active Directory, Vendor Management, SharePoint, IT Service Management, Windows
Education
Salem State University 1978 — 1982
PNC Bank Network ArchitectPNC Financial Services2005 - Present
PFPC December 1999 - October 2002
First Data Corporation January 1996 - December 1999
Allmerica Financial August 1993 - January 1996
Skills
Cisco Technologies, Disaster Recovery, Routers, Windows Server, Networking, Security, Data Center, Network Security, Firewalls, DNS, WAN, Solaris, VPN, VMware ESX, VMware, Business Continuity, Cisco IOS, Network Design, Virtualization, Network Architecture, Servers, Network Engineering, IT Management, Switches, TCP/IP, LAN-WAN, Information Security, Infrastructure, Active Directory
Education
University of Massachusetts Lowell
Hanover Insurance Group May 2008 - Present
The Hanover Insurance Group April 2004 - May 2008
Allmerica Financial December 2003 - April 2004
Allmerica Financial March 2003 - December 2003
Allmerica Financial 2000 - 2002
Skills
Insurance, Process Improvement, Business Analysis, SDLC, Vendor Management, Risk Management, Property & Casualty..., Underwriting, Visio, New Business Development, Requirements Gathering, Business Process..., Financial Services, Analysis, Leadership, Project Management, PMO, Business Requirements, Management
Education
Quinsigamond Community College 1987 — 1988
Accounting
MAPFRE February 2008 - Present
MassMutual February 2006 - February 2008
Enherent Corporation January 2006 - April 2007
Keane, Inc 2004 - 2006
Allmerica Financial 1996 - 2004
Skills
PL/SQL, SQL, Application Development, Software Documentation, SDLC, Programming, Software Development, Systems Analysis, Databases, Insurance, COBOL, RPG, Requirements Gathering, Visio, Visual Basic, DB2, Process Improvement, Unix, IBM iSeries, HTML, C++, Windows, Microsoft Office, Microsoft Excel, Troubleshooting, Documentation, Process Engineering, Lotus Notes, JCL, Excel, Vendor Management
Education
Worcester State College 1989 — 1991
Bachelor of Science (B.S.), Computer Science, 3.7 GPA
Quinsigamond Community College 1986 — 1989
A.S., Computer Science, 3.8 GPA
Agile Network February 2015 - Present
Agile Network September 2012 - February 2015
Kewill December 2004 - February 2011
PFPC February 2003 - July 2004
Allmerica Financial March 2000 - October 2002
Website University March 1999 - January 2000
Sykes Enterprises, Inc (SEi) June 1996 - February 1999
Skills
Integration, SQL, Visual Basic, Software Development, Microsoft SQL Server, Agile Methodologies, Databases, SDLC, Enterprise Software, Requirements Analysis, XML, Technical Support, Oracle, IIS, Software Project...
Education
Worcester Polytechnic Institute 2001 — 2002
University of Brighton
Integrated Financial Partners January 2004 - Present
Allmerica Financial November 1998 - December 2003
Skills
Mutual Funds, Retirement Planning, Wealth Management, Investments, Estate Planning, Insurance, Financial Advisory, Fixed Annuities, Asset Management, Retirement Plans
Education
Plymouth State University 1990 — 1995
Bachelor of Arts (B.A.), History
Blue Cod Technologies, Inc. July 2015 - Present
Long Term Care Partners August 2010 - July 2015
US Dept of Commerce, Census Bureau April 2010 - February 2011
Fidelity Investments April 2008 - December 2008
Veritude April 2008 - December 2008
HRS Product Delivery Group - Fidelity Investments 2007 - January 2008
Hanover Insurance Group December 1998 - December 2006
Allmerica Financial 1998 - 2003
Paul Revere Ins Group 1979 - 1998
Paul Revere, now a Unum/Provident Company 1979 - 1998
Skills
Microsoft Excel, Business Analysis, Access, Visio, Software Project..., Management, Agile Methodologies, Business Process..., Leadership, PMP, Quality Assurance, Process Improvement, SDLC, Vendor Management, Requirements Gathering, SharePoint, Project Management
Education
Worcester State University 1987 — 1991
BS, Management
The George Washington University - School of Business
Master Certificate, IT Project Management
The George Washington University - School of Business
Master Certificate, Business Anlysis
Clark University October 2008 - Present
Fort Point Growth Partners, LLC March 2008 - January 2013
Fidelity Investments September 2006 - December 2007
Fidelity HR Services April 2005 - September 2006
Fidelity Registered Investment Advisor Group February 2003 - April 2005
Fidelity Institutional Brokerage Group April 2000 - February 2003
Funds Distributor, Inc. April 1996 - April 2000
First Data Corporation April 1995 - April 1996
Allmerica Financial January 1990 - April 1995
Canton Advertising September 1981 - May 1983
Skills
Brand Awareness, Brand Development, Marketing Communications, Business Planning, Strategic Planning, Strategy, Marketing, Business Strategy, Social Media, Marketing Strategy, Public Relations, Leadership, Strategic Partnerships, Change Management, Advertising, Social Media Marketing, Market Research, Corporate Communications, Online Marketing, Strategic Communications, Talent Management, Media Relations, Internal Communications, Integrated Marketing, Fundraising, Press Releases, Direct Marketing, Digital Marketing, Product Marketing, Social Networking, Email Marketing, Marketing Research, Brand Management, Copywriting, Blogging, Newsletters, Content Strategy, Digital Strategy, Online Advertising, Direct Mail, Corporate Branding
Education
Syracuse University 1973 — 1974
BS, Marketing, Marketing, Visual Deisgn
St. Lawrence University 1971 — 1973
EMC May 2009 - Present
EMC Computer Systems 2000 - April 2009
Cahners Publishing March 1998 - January 2000
Allmerica Financial 1992 - 1998
Skills
Cloud Computing, Storage Area Networks, Storage, Security, Training, Disaster Recovery, Solution Selling, Business Continuity, VMware, High Availability, Pre-sales, Operations Management, SAN, Professional Services, Cross-functional Team..., Program Management, Go-to-market Strategy, Virtualization, Enterprise Software, Solution Architecture, Data Center, Project Management, SaaS, NAS
Education
San Jose State University
Masters, Instructional Design
GE October 2008 - Present
General Electric 1991 - Present
GE Capital 1991 - 2007
Allmerica Financial April 2004 - August 2005
Education
Northeastern University 1980 — 1985
Sun Life Communications ConsultantSun Life Financial2006 - Present
MML Investors Services March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company June 1995 - July 2000
Skills
Program Management, Business Process..., Editing, Financial Services, Copywriting, Creative Direction, Corporate Communications, Strategy, Retirement, Insurance, Marketing, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds
Education
University of Connecticut 1976 — 1981
BA, Political Science/Economics
Allmerica Financial 2000 - 2001
Paul Revere 1995 - 1997
Paul Revere Insurance Group 1980 - 1995
Education
University at Albany, SUNY 1976 — 1980
CVS Caremark Corporation January 2011 - Present
CVS 2010 - 2011
Diocese of Worcester 2010 - 2011
Lewcott Corporation December 2007 - May 2009
CSC October 2003 - December 2007
Boston Medical Center 2004 - 2006
The MathWorks 2000 - 2001
Allmerica Financial October 1996 - July 2000
Levolor Home Fashions April 1991 - July 1994
levolor 1991 - 1994
Skills
Data Center, VMware, System Administration, Management, Telecommunications, Microsoft Exchange, Networking, Disaster Recovery, Active Directory, Virtualization, CCNA, Information Technology, Servers, ITIL, Security, Linux, Solaris, IT Operations, Process Improvement
Education
Nichols College 1985 — 1987
Assessment Forge, LLC August 2010 - Present
Dextrys June 2010 - Present
Independent Contractor 2003 - Present
OneBeacon Insurance March 2003 - July 2011
Veritude January 2006 - May 2010
Performance Technology Associates April 2009 - August 2009
CDI Professional Services June 2003 - December 2005
Allmerica Financial 1998 - 2002
New England Financial 1994 - 1998
Skills
Instructional Design, E-Learning, Training, Training Delivery, Program Management, Business Process, Management, Instructor-led Training, Captivate, Performance Management, Learning Management, ADDIE, Leadership, Human Resources, Organizational Design, Needs Analysis, Project Management, Organizational..., Performance Consulting, Employee Training, Blended Learning
Education
University of Maryland University College
Certificate, Distance Education
University of Rhode Island
BA, Psychology
HealthPass April 2008 - Present
ConnectiCare 2001 - 2007
connecticare 2001 - 2007
Health Net August 1998 - June 2001
Empire Health Services September 1995 - April 1998
Allmerica Financial January 1994 - January 1995
Max New York Life Insurance January 1991 - October 1993
Aetna Life & Casualty 1968 - 1990
Aetna 1968 - 1990
Education
Norwich University 1964 — 1968
Travelers Insurance September 2008 - Present
Affiliated Computer Services February 2001 - September 2008
Anthem January 1996 - February 2001
Bradlee's Stores January 1995 - January 1996
Allmerica Financial April 1994 - January 1995
Travelers Insurance April 1987 - March 1994
Skills
Endeavor, JCL, SmartTest, CICS, Mainframe, COBOL
Education
University of New Haven 1984 — 1986
BS, MIS
University of Connecticut 1981 — 1982
Milford Academy 1978 — 1980
Silent Dragon
Taichi
Columbia Threadneedle Investments June 2011 - Present
Columbia Management May 2005 - June 2011
Columbia Management July 2003 - May 2005
Allmerica Financial 1998 - 2002
eaton vance 1992 - 1997
Skills
Mutual Funds, Investments, Portfolio Management, Financial Advisory, Retirement, Due Diligence, Investment Strategies, Asset Allocation, Equities, Hedge Funds, Investment Management, Fixed Income, Asset Management, Wealth Management, Series 7, Alternative Investments, Series 63, Separately Managed...
Education
University of Massachusetts, Amherst 1980 — 1984
Finance
Diversity MBA, A P&L Group Brand September 1997 - Present
Diversity MBA 1997 - Present
Secura Insurance February 1996 - October 1998
Allmerica Financial September 1992 - August 1997
Skills
Training Skills, Strategy Development, Business Planning, Leadership Development, Strategic Planning, Team Building, Management Consulting, Business Strategy, Change Management, New Business Development, Executive Coaching, Marketing Strategy, Non-profits, Negotiation, Public Speaking, Performance Management, Budgeting, Event Planning, Strategy, Organizational..., Contract Negotiation, Leadership, Business Development, Program Management, Budgets, Nonprofits, Project Management, Entrepreneurship, Training, Public Relations, Management, Social Media, Recruiting, Social Media Marketing, Marketing, Start-ups, Team Leadership, Employee Relations, Strategic Partnerships, Social Networking, CRM, Marketing Communications, Publishing, E-commerce, Blogging, Fundraising, Small Business, Coaching, SEO, Online Marketing
Education
University of California, Berkeley - Walter A. Haas School of Business 1981 — 1984
Masters of Business Administration, Finance and Marketing
University of California, Berkeley 1976 — 1980
Bachelor of Arts, Social Welfare/Sociology/English
TJX 2004 - 2005
Allmerica Financial 2003 - 2003
Liberty Mutual 1993 - 2003
Education
University of Massachusetts Lowell 1984 — 1986
Fallon Health October 2000 - Present
Allmerica Financial June 1983 - May 2000
Skills
Health Insurance, Actuarial Science
Education
Nichols College 2005 — 2014
HUB International February 2015 - Present
HUB International Northeast December 2000 - Present
Great-West Life March 2000 - December 2000
Allmerica Financial March 1994 - March 2000
Macys 1992 - 1994
Skills
Health Insurance, Employee Benefits, Life Insurance, FMLA, Benefits Administration, Legal Liability, Disability Insurance, Claim, Risk Management, Healthcare Reform, Client Service, Health Savings Accounts, Workers Compensation, Client Services, COBRA, Health Care Reform, Managed Care, Commercial Insurance, Deferred Compensation, Insurance
Education
Saint Joseph's College
BS, Business Administration
Smithtown HS East
Farmers Insurance October 2013 - Present
Farmers Insurance January 2013 - October 2013
Allstate Insurance Company June 2012 - January 2013
Allstate Insurance Company January 2008 - June 2012
Allstate Insurance Company September 2004 - January 2008
Allstate Insurance Company June 2004 - September 2004
Allstate Financial Services, LLC August 2003 - June 2004
Allmerica Financial February 1999 - August 2003
The American College January 1995 - January 2000
Northeastern University January 1996 - December 1998
Skills
Sales Management, Talent Acquisition, Marketing Strategy, Sales, Property & Casualty..., Life Insurance, Financial Services, Strategic Planning, Recruiting, Business Development, Insurance, Management, Strategy, Leadership, Fixed Annuities, Sales Operations, General Insurance, Disability Insurance, Customer Retention, Direct Sales, Training, Marketing, Customer Service, Small Business, Sales Process, Time Management, Employee Benefits, Retirement, Entrepreneurship, Finance, Business Planning
Education
The American College 2014 — 2015
Fairleigh Dickinson University - Petrocelli College of Continuing Studies 2013 — 2013
University of Massachusetts Dartmouth 1989 — 1993
Juris Doctorate, Law
University of Rhode Island 1983 — 1985
Master of Science, Education
Rhode Island College 1976 — 1980
Bachelor of Science, Education
Cranston High School East 1973 — 1976
Diploma, College prep
PNC Global Investment Servicing 2000 - Present
PFPC January 1998 - Present
Yardi 2012 - 2013
BNY Mellon 1998 - 2011
PFPC January 1998 - February 2000
PFPC formerly First Data Investor Services Group 1998 - 2000
Fidelity Investments May 1996 - January 1998
Allmerica Financial June 1993 - May 1996
Skills
Testing, Analysis, SDLC, Requirements Gathering, IT Management, Business Analysis, User Acceptance Testing, Business Requirements, Troubleshooting, VSAM, PMP, Management, Software Project..., SQL, Visio, Software Development, COBOL, XML, Agile Methodologies, Requirements Analysis, Software Documentation
Education
Northeastern University 1997 — 2008
mfs investment management 2000 - Present
MFS Investment Management January 2001 - February 2008
Allmerica Financial April 1998 - December 2000
Skills
Investment Strategies, Strategic Financial..., Marketing Strategy, Series 63, Series 7, Mutual Funds, Asset Allocation, Fixed Annuities, Series 6, Separately Managed..., Alternative Investments, ETFs
Education
The College of Wooster 1984 — 1988
BA, Economics
Resource Renewal 2006 - Present
REEFMAKERS 2006 - Present
Marlton Christian Academy 2006 - 2009
KIPP 2006 - 2006
Allmerica Financial 1986 - 1995
Maccabees Mutual 1985 - 1986
NDI Engineering Company 1981 - 1985
Skills
TSCA, Environmental..., Artificial Reefs, Project Management, Project Planning, HAZWOPER, Groundwater Remediation, Contaminated Land, Environmental..., Risk Management, Environmental Education, Asbestos, Water, Solid Waste, NEPA
Education
University of Pennsylvania 1984 — 1989
Business, HR
University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), Design of the Environment
Rider University
Teacher Certification, Education
Sun Communities & Sun RV Resorts January 2015 - Present
QBE the Americas April 2012 - April 2014
Open Systems Technologies April 2011 - April 2012
Keane January 2002 - November 2009
Allmerica Financial July 1995 - December 2001
Citizens Insurance March 1987 - July 1995
Skills
PMP, MS Project, Requirements Gathering, Software Development, Project Portfolio..., Business Analysis, Business Process, Visio, IT Strategy, Business Process..., Vendor Management, Testing, Cross-functional Team..., SDLC, PMO, Business Intelligence, Software Project..., Management, Business Requirements, Program Management, Project Delivery, Requirements Analysis, Resource Management
Education
The George Washington University
Master Certificate in Project Management, Information Technology Project Management
DeVry 1984 — 1987
Bachelor of Science (BS), Computer/Information Technology Administration and Management
Diakonia, Inc. 2013 - Present
The Corvus Group, Inc. April 2011 - Present
Corvus Group, Inc. May 2010 - March 2011
Corvus Group, Inc. May 2009 - January 2010
Copier1.com February 2002 - July 2007
Allmerica Financial August 1993 - February 2002
Fidelity Investments September 1990 - August 1993
Wear To Next, LLC 1986 - 1990
Fidelity Investments 1981 - 1986
Skills
Management, Strategic Planning, Microsoft Office, Financial Analysis, Microsoft Excel, Banking, Budgets, Strategy, Team Building, Project Management, Product Management, New Business Development, Account Management, Marketing, Team Leadership, Sales, Leadership, Business Development
Education
University of Colorado Boulder
BA, French
Marlborough Savings Bank January 2008 - Present
Marlborough Savigs Bank May 2003 - January 2008
Marlborough Savings Bank November 1997 - May 2003
Allmerica Financial July 1993 - October 1997
Education
Nichols College 1994 — 2000
MBA, Business
Worcester State University 1988 — 1992
BS, Business
League of Women Voters, Shrewsbury MA 2005 - 2011
First Congregational Church of Shrewsbury 1997 - 2010
Leafgue of Women Voters 2004 - 2009
Christian Outreach committee 2000 - 2009
genealogist 2000 - 2009
Allmerica Financial 1997 - 2000
Chubb Insurance 1987 - 1996
Skills
Project Management, Strategic Planning, Investments, Public Speaking, Microsoft Excel, Nonprofits, Social Media, Marketing, Management
Education
University at Albany, SUNY 1959 — 1968
BA, English, Library
Allmerica Financial April 2003 - August 2005
EHV Weidman November 2001 - April 2003
Arthur Andersen September 1999 - October 2001
Education
University of Delaware 1995 — 1999
BS, Accounting, MInor: Economics
New York Life Insurance Company August 2009 - Present
Medalist Pension Advisors, LLC October 2007 - July 2009
Economic Concepts, Inc. February 2002 - July 2009
AIG American General May 1994 - February 2002
The Travelers 1991 - 1994
Allmerica Financial 1988 - 1990
Skills
Marketing Strategy, Business Planning, Estate Planning, Retirement, Life Insurance, Sales, Sales Management, Insurance, Marketing, Retirement Planning, Recruiting, Management, Risk Management, Fixed Annuities, Cross-functional Team..., Leadership, Project Planning, Series 63, Long-term Care, Employee Benefits, Financial Advisory, Investments, Banking, Strategic Financial..., Mutual Funds, Small Business, Wealth Management, Product Development, IRAs, Disability Insurance, Term Life Insurance, Financial Services, Securities, 401k, Long Term Care Insurance, Wealth, Financial Planners, Executive Management
Education
Western New England University 1983 — 1986
JD, LAW
Ramapo College of New Jersey 1979 — 1983
BA, Political Science
Lincoln Financial Distributors October 2007 - Present
Lincoln Financial Distributors July 2005 - October 2007
Lincoln Financial Distributors October 2002 - July 2005
Allmerica Financial August 1996 - October 2002
Allmerica Financial August 1996 - October 2002
Skills
Series 63, Series 6, Fixed Annuities, Retirement, Long-term Care, Variable Annuities, Series 26, Life Insurance, Estate Planning, New Business Development, Insurance, Retirement Planning, Financial Services
Education
The University of Connecticut 1987 — 1991
BS
AIG April 2001 - Present
Folksamerica 1999 - 2001
Risk Capital Reinsurance 1997 - 1999
Willis Re 1994 - 1997
Allmerica Financial 1991 - 1994
Skills
Risk Management, Insurance, Underwriting, Reinsurance, Property & Casualty..., Business Analysis, General Insurance, Project Management, Claim, Strategic Planning
Education
Rutgers University-New Brunswick 1985 — 1989
Economics
Madison Central HIgh School 1981 — 1985
The MathWorks November 2010 - August 2011
Lycos April 2005 - June 2009
Allmerica Financial April 2000 - January 2003
Education
Stonehill College
BA, Psychology
Collaborative Consulting March 2007 - Present
BusinessEdge Solutions December 2004 - January 2007
MetLife, Inc. May 2002 - November 2002
Allmerica Financial January 1996 - November 2001
Skills
Change Management, Process Improvement, Management, Forecasting, Project Management, Integration, Budgets, Communications..., Stakeholder Engagement, IT Strategy, Business Process..., Business Process
Education
Northeastern University
BS, Business Administration
Northeastern University
Certificate, Project Management
Project Management Institute
Certificate, Project Management Professional (PMP)
Fayez Sarofim & Co. September 2003 - Present
AIM Investments 2000 - 2003
Allmerica Financial 1998 - 2000
Van Kampen Investments 1997 - 2000
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis
Education
University of Houston, C.T. Bauer College of Business
BBA, Finance
University of Houston, C.T. Bauer College of Business
MBA, Finance
ACS, a Xerox Company January 2012 - December 2012
Mercer Outsourcing 2007 - December 2011
Pyramis Global Advisors 2006 - 2007
Fidelity Investments 2002 - 2006
Securian Financial Group 2001 - 2002
Allmerica Financial 1988 - 2001
Metropolitan Life Insurance Company April 1981 - March 1988
Skills
Investments, Mutual Funds, Pensions, Asset Managment, Financial Services, Portfolio Management, Business Analysis, Employee Benefits, Strategic Planning, Project Management, Process Improvement, Relationship Management, Vendor Management, 401k, Financial Analysis, Retirement, SDLC, Series 7, Business Development, Asset Allocation, Outsourcing, Analysis, Program Management, Business Planning, Defined Benefit
Education
State University of New York College at Plattsburgh 1975 — 1979
BA, Political Science
Chaminade High School 1971 — 1975
High School, General Studies
Penn Mutual Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
The MONY Group January 2004 - June 2005
Allmerica Financial April 1985 - December 2003
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
Ronco Communications July 2005 - Present
TriNET Systems June 2003 - July 2005
Paragon Communications October 2002 - June 2003
Williams Communications 1996 - 2002
Nortel 1996 - 2002
NextiraOne 1996 - 2002
Allmerica Financial September 1985 - October 1996
Skills
Avaya, Cisco Call Manager, Telecommunications, Telephony, VoIP, Networking, VPN, Software Installation, Unified Communications, Technical Support, IP, TDM, Avaya Technologies, Wireless
Education
Nichols College 1990 — 1993
BS, Business Admin with Minor in MIS
Central New England College 1983 — 1983
AS, Applied Technology
Worcester Industrial Technical Institute 1981 — 1983
Certificate, Data Processing Technology
Summit Financial Corp January 2000 - Present
New York Life Benefits Services August 1998 - December 1999
First Data Corporation April 1995 - August 1998
Allmerica Financial August 1993 - April 1995
Bank of New England/Fleet September 1986 - September 1992
Education
State University of New York College at Oneonta 1973 — 1977
BA, Business Economics
ASPPA
QPA, QKA, Retirement Plan Consulting
UHealthSolutions 2007 - Present
University of Mass Medical School 2002 - 2007
Allmerica Financial 1999 - 2002
Digital Equipment Corporation 1993 - 1999
Education
University of Massachusetts, Amherst
B.S., Biology/Chemistry
Worcester Polytechnic Institute
Master Certificate, Client/Server Technology
BNY Mellon August 2010 - Present
Bose Corporation November 2000 - October 2008
Staples Corporation February 2000 - November 2000
Bose Corporation November 1999 - February 2000
Allmerica Financial November 1997 - November 1999
Skills
Cold Calling, Telemarketing, Selling, Customer Service, Call Center, Outlook, Excel, Word, Problem Solving, Lotus Notes, Retail, Microsoft Excel, Customer Satisfaction, Microsoft Word, Management, Salesforce.com, Sales Management, Marketing, B2B, Call Centers, Sales, Account Management, Direct Marketing
Education
University of Massachusetts, Amherst 1966 — 1970
BA, Sociology
Unum 1999 - Present
Allmerica Financial 1994 - 1999
Education
Quinsigamond Community College 1980 — 1990
Assoc, Business Mgt.
RBS Citizens Financial Group February 2013 - Present
RBS Citizens Financial Group August 2010 - January 2013
Dress for Success Worldwide March 2010 - August 2010
Fidelity Investments 2006 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2004
Fidelity Investments 1997 - 2000
Fidelity Investments 1995 - 1997
Allmerica Financial 1994 - 1995
Fidelity Investments 1993 - 1994
Skills
Change Management, Organizational..., Relationship Management, Project Management, Program Management, Business Process..., Process Improvement, Human Resources, Management, Strategy, Training, Leadership, Performance Management, Coaching, Organizational..., Management Development, Employee Engagement, Leadership Development, Project Planning, Cross-functional Team..., Analysis, Strategic Planning, Operations Management, Talent Management, Vendor Management, Six Sigma, Consulting, Call Centers, Outsourcing, Business Analysis, Risk Management, Team Building, Management Consulting
Education
Suffolk University - Sawyer Business School
B.S. Business Administration, Marketing & Management
Teachers College of Columbia University
Certificate, Organizational Development Program
Home December 2010 - Present
FCCI November 2006 - December 2010
General Casualty June 2005 - May 2006
CNA Insurance May 2004 - April 2005
Allmerica Financial October 2002 - February 2004
OneBeacon Insurance March 2001 - March 2002
Commercial Union March 1995 - March 2002
CGU Insurance 1997 - 2001
Continental Insurance October 1972 - October 1994
Skills
Property & Casualty..., Underwriting, Insurance, Workers Compensation, Liability, Commercial Lines, Casualty, General Liability, Commercial Insurance, General Insurance, Risk Management, Customer Service, Compliance, Strategic Planning, Microsoft Office, Process Improvement, Product Development, Change Management, Problem Solving, Coaching
Education
Southern Methodist University 1968 — 1972
BA, History, Political Science, Philosophy, Economics
CVS Caremark Corporation December 2013 - Present
Fallon Community Health Plan September 2011 - November 2013
Blue Cod Technologies May 2009 - August 2011
The Hanover Insurance Group December 2006 - December 2008
Hanover Insurance 1981 - December 2008
The Hanover Group 2001 - 2008
Hanover Insurance 1981 - 2008
Hanover 1981 - 2008
Allmerica Financial 1981 - 2008
Allmerica Financial 1981 - 2008
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Labor Relations & Economics
Hanover Insurance 2001 - 2009
Allmerica Financial Corp 1999 - 2001
Allmerica Financial 1998 - 1999
Allmerica Financial 1996 - 1998
State Mutual 1993 - 1996
State Mutual 1983 - 1992
Skills
Business Analysis, Reinsurance, Data Analysis, Underwriting, Actuarial Science, Access, Risk Management, Life Insurance, Property & Casualty..., Microsoft Excel, Software Documentation, Employee Benefits, Analysis, Insurance, Financial Reporting, Financial Services
Education
University of Massachusetts, Amherst 1967 — 1971
BS, Mathematics
John Hancock Financial Services January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2011 - January 2015
MetLife Investors January 2003 - January 2011
Allmerica Financial May 1998 - November 2002
Phoenix Life Insurance Company March 1996 - May 1998
Chubb 1990 - 1996
Skills
Life Insurance, Series 6, Series 63, Fixed Annuities, Retirement, Series 7, Relationship Management, Brokers, Underwriting, Estate Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
Petri Consulting Group LLC 2015 - 2015
Petri Consulting Group LLC 2015 - 2015
Sun Life Financial January 2006 - October 2014
MML Investors Services, Inc. March 2003 - December 2005
Allmerica Financial July 2000 - March 2003
Berkshire Life Insurance Company July 1995 - July 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Planning, Marketing Strategy, Leadership, Employee Benefits, Business Strategy, Press Releases, Insurance, Corporate Communications, Public Relations, Sales, Customer Service
Education
University of Connecticut 1979 — 1981
Bachelor's Degree, Political Economy
PTC February 2010 - Present
Autodesk January 2008 - March 2009
Hanna Strategies January 2006 - December 2007
RealityWave Inc. January 2001 - December 2005
Allmerica Financial February 1998 - December 2000
IFMO, GRAFO, Russia October 1994 - December 1997
3 Russian Companies August 1976 - October 1994
Skills
Software Development, C#, C++, Software Design, Visual Studio, JavaScript, Unix, Java, SQL, Microsoft SQL Server, Object Oriented Design, Algorithms
Education
Saint Petersburg State University 1971 — 1976
master, Mathematics and Computer Sciences
State of Michigan July 2012 - Present
IBM May 2010 - June 2012
Ford Motor Credit Company May 2002 - June 2008
Allmerica Financial July 1999 - December 2001
Skills
SDLC, Management, Requirements Analysis, Business Analysis
Education
Mysore University
Masters, English Literature
RS Krishnan Senior Secondary School
Higher Secondary, Biology
University of Madras
Bachelors, English Literature
Raytheon June 2001 - Present
Allmerica Financial September 1992 - May 2000
Education
Northeastern University
Worcester State University
Corporate Greetings, Inc. October 2008 - Present
Lincoln Financial Group February 2005 - September 2008
Allmerica Financial 2000 - 2002
Education
University of Missouri-Columbia 1981 — 1985
Park University 1980 — 1981
Voya Financial May 2015 - Present
TEKsystems 2011 - 2012
ING July 2010 - December 2010
Lincoln Financial Group August 2009 - December 2009
Lincoln Financial Group April 2008 - March 2009
ING August 2004 - April 2008
John Hancock formerly Manulife 2003 - 2004
Lincoln Nation Life Insurance 2002 - 2002
Mass Mutual 2001 - 2002
ALLMERICA Financial 2000 - 2001
Skills
SQL, Annuities, Conversions, SDLC, Insurance, Testing, Data Warehousing, Business Analysis, Fileaid, Requirements Analysis, TSO, Test Planning, Mainframe, User Acceptance Testing, Requirements Gathering, Test Director, Business Requirements, Quality Center, Production Support, Visio, Functional...
Education
State University of New York College at Potsdam 1980 — 1984
BA, Mathematics, Pottery
Avanté 2014 - Present
Grainger 2007 - 2013
Grainger 2006 - 2007
Grainger 2005 - 2006
Grainger 2001 - 2005
Abbott 2001 - 2001
Pan American Life 1994 - 2001
Allmerica Financial 1988 - 1995
Skills
Performance Management, Human Resources, Succession Planning, Talent Management, Team Building, Bilingual-English/Spanis..., SAP, Job Aids, Work Instructions, Leading Change, Training, Diversity & Inclusion, Generalist Duties, Performance Improvement, Performance Appraisal, Organizational..., Employee Relations, Employee Engagement, Survey Design, Reports, Investigation, Union Avoidance, Positive Employee..., Virtual Teams, Virtual Collaboration, Virtual Facilitation, Virtual Learning, Virtual Training, Classroom Delivery, Employee Relations..., EEO Investigations, Workplace Investigation, Onboarding, Workforce Planning, Recruiting, Online Social Networking, Community Outreach, Change Management, Leadership, Talent Acquisition
Education
University of Phoenix
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Universidad de Puerto Rico
Bachelor of Business Administration (BBA), Marketing
Attorney Amy K. Baleno October 2004 - Present
Board of Registration in Medicine January 2001 - July 2004
Allmerica Financial July 1998 - December 2000
BSP Transportation Inc. June 1997 - January 1998
U.S. Equal Employment Opportunity Commission February 1996 - December 1996
U.S. Immigration and Naturalization Service August 1995 - December 1995
Professor William Fox, Columbus School of Law April 1995 - September 1995
U.S. Department of Justice, Office of International Affairs January 1995 - May 1995
Education
The Catholic University of America, Columbus School of Law 1994 — 1997
J.D., Law
Saint Anselm College 1990 — 1993
B.A. cum laude, Political Science
Unum January 2009 - Present
Unum July 2000 - January 2009
Allmerica Financial October 1995 - July 2000
Central Massachusettes Healthcare - HMO October 1993 - October 1995
Allmerica Financial March 1991 - October 1993
Skills
Disability Insurance, Underwriting, Health Insurance, Life Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Brokers, General Insurance, Risk Management, Reinsurance, Leadership, Claims Management, Commercial Insurance, Customer Service, Liability
Education
Nichols College 1986 — 1991
Bachelor of Business Administration (BBA), Business Administration and Management, General
HAMILTON FINANCIAL STRATEGIES, member of fusion advsor network December 2003 - Present
FUSION FINANCIAL GROUP June 2003 - Present
QUORUM FEDERAL CREDIT UNION formerly KRAFT January 2001 - Present
ALLMERICA FINANCIAL January 1992 - December 2003
FIRST UNION BANK June 1999 - June 2001
CBS SPOT TV January 1989 - December 1991
PETRY TELEVISION December 1984 - December 1987
Skills
Strategic Financial..., Consulting, Variable Annuities, Indexed Annuities, Immediate Annuities, Guaranteed Lifetime..., Separately Managed..., Investments, Retirement Planning, Financial Services, Fixed Annuities, Retirement, Strategic Planning, FINRA
Education
Syracuse University
B. A., English & Library Science
Universal American Corp. June 1998 - Present
Allmerica Financial June 1994 - June 1998
Price Waterhouse November 1989 - June 1994
DiSanto Bertoline & Company September 1984 - September 1987
Education
University of Connecticut 1980 — 1984
North Shore Asset Management and Tax Adv. Inc. January 2006 - Present
Charter One Securities 2003 - 2005
Allmerica Financial 2001 - 2003
Merrill Lynch September 1987 - January 2000
Skills
401k plans, 401k rollovers, 457 Plans, 457 plan rollovers, income from 401k and..., Roth IRA, IRAs, Estate Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Irrevocable Life..., Permanent Life Insurance, Term Life Insurance, Variable Life, Equity Indexed Annuities, Equity indexed life..., Managed Money, Survivoship Life..., Income, Rollovers, 401k Rollovers, inflation-indexed bond, 401k, Financial Planners, Financial Planning
Education
The American College 1979 — 1984
CLU, ChFC, Insurance, Investments, Taxation, Planning Considerations
Westminster College (MO) 1970 — 1974
Bachelor of Arts (B.A.), Economics and Business Administration
Enservio November 2014 - Present
Quantia Inc. November 2011 - November 2014
Imprivata October 2007 - November 2011
Charles River Development November 2003 - September 2007
Ajilon Consulting April 2003 - November 2003
Allmerica Financial August 2002 - March 2003
Entegrity Solutions June 2001 - July 2002
Nortel Networks March 2000 - June 2001
Intellution March 1999 - March 2000
Marcam Solutions August 1998 - February 1999
Skills
SilkTest, Software Development, Identity Management, Automation, Quality Assurance
Education
Rensselaer Polytechnic Institute
Clinton High School February 2003 - Present
Fidelity Investments 1996 - 2001
Allmerica Financial 1980 - 1996
The Hanover Insurance Group 1972 - 1996
Worcester State College 1980 - 1994
Education
Worcester State University 2004 — 2009
Post Baccalaureate/Secondary School
Worcester Polytechnic Institute 1976 — 1979
MS, Management Science & Engineering
Rensselaer Polytechnic Institute
BS, Mathematics
New York Life Insurance Company June 2004 - Present
Allmerica Financial 1998 - 2002
PaineWebber 1991 - 1998
PaineWebber 1991 - 1998
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Insurance, Wealth Management, Investments, Retirement, Series 6, Life Insurance, Strategic Financial..., Series 24, Securities, Series 65, Asset Allocation, Asset Managment, Estate Planning, Investment Advisory
Education
Seton Hall University 1975 — 1981
MAT, Education
Joseph Freed and Associates August 2007 - Present
KB Professional Resources, Inc. January 1997 - Present
Allmerica Financial January 1992 - January 1996
Skills
Full-cycle Recruiting, Sexual Harassment..., Employee Relations, SDLC
Education
Northern Illinois University 1989 — 1992
Bachelor of Science, Human Resource Management
Mount Saint Mary High School 1958 — 1962
yes, College
Boston University Center for Digital Imaging Arts (CDIA) May 2010 - Present
Principal Financial Group September 2006 - December 2008
Fidelity Investments March 1999 - September 2006
Fidelity Investments 2004 - 2005
KPMG October 1995 - March 1999
First Data Corporation January 1994 - October 1995
Allmerica Financial January 1994 - October 1995
John Hancock Life Insurance Company (U.S.A.) March 1989 - January 1994
Education
Boston University Center for Digital Imaging Arts 2010 — 2011
certificate, graphic and web design
University of Massachusetts Boston 1986 — 1989
bachelors, history
Northeastern University 1981 — 1983
none
Neighborhood Health Plan 2013 - Present
Harvard Pilgrim Health Care 2003 - 2012
Allmerica Financial 1999 - 2003
Sun Life Financial 1990 - 1999
Skills
Process Improvement, SDLC, Business Analysis, Cross-functional Team..., Vendor Management, Visio, Change Management, Data Analysis, Project Management, Team Building, Program Management, Healthcare
Education
UMass Dartmouth 1986 — 1990
Bachelor's degree, Economics
MaxPoint April 2014 - Present
CA Technologies July 2011 - March 2014
AQM Solutions 2008 - 2011
Compuware 1998 - 2001
Allmerica Financial February 1997 - December 1997
Seer Technologies - Sikorsky Aircrafts/Fidelity Investments February 1996 - February 1997
Dun & Bradstreet October 1994 - February 1996
Computer Associates, Inc February 1991 - September 1994
Skills
Unix, Software Quality..., Agile Methodologies, Quality Assurance, Test Automation, Test Planning, Scrum, XML
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Electrical Engineering/Biomedical
Carousel Industries January 2012 - February 2015
Sceris Inc. July 2007 - July 2011
Segue Software June 2000 - October 2006
Segue Software 2000 - 2006
Allmerica Financial April 1985 - June 2000
Skills
ASP.NET, Enterprise Software, Visual Studio, Microsoft SQL Server, Oracle, Quality Assurance, C#, SQL, Databases, Java, Testing, JavaScript, SDLC, Web Services, Software Development, Business Analysis
Education
University of Massachusetts, Amherst
Bachelor's Degree
University of Wisconsin - Madison
MS
CIGNA Group Insurance January 2008 - Present
Great-West Financial January 2000 - January 2008
Allmerica Financial June 1980 - January 2000
Home Life November 1974 - June 1980
Education
University of Maryland College Park
Barlo Signs International July 2015 - Present
Litchfield School District SAU27 January 2015 - April 2015
Manchester Union Leader November 2012 - November 2014
Union Leader Corporation November 2012 - November 2014
Moore Center Services Inc. October 2006 - November 2012
Winnisquam Regional School District September 2003 - October 2006
NHCTC Manchester August 1998 - September 2003
Allmerica Financial February 1997 - July 1998
Southern New Hampshire University November 1994 - January 1997
U.S. Army November 1971 - August 1992
Skills
Hardware Diagnostics, PC building, Network Administration, Visual Basic 5.0/6.0, Microsoft Office 2003 -..., Microsoft Access 1.0 -..., Visual Basic for..., printer repair, Data Mining and..., Software Development, systems analysis, Windows operating..., VBA, Microsoft Office 2003, Printers, Networking, Windows 7, Systems Analysis, Active Directory, Servers, VMware, Technical Support, Microsoft Exchange, DHCP, Hardware, TCP/IP, Switches, Troubleshooting, Wireless Networking, Help Desk Support, Laptops, Integration, SAN, Visual Basic, Windows, Access, Wireless, Leadership, Network Security, Computer Hardware, System Administration, Routers, Virtualization, Software Engineering, Microsoft Office, VoIP, IT Management, Ethernet, Windows XP Pro, Remote Desktop
Education
Southern New Hampshire University 1992 — 1994
Bachelor of Science (BS), Computer Information Systems, 3.92
ING August 2007 - October 2012
John Hancock Life Insurance Company (U.S.A.) November 2002 - August 2007
Allmerica Financial January 1992 - October 2002
Skills
ekg interpretation, FLMI, Financial Analysis, Underwriting, Insurance
Education
University of Hartford
Bachelor of Science (BS), Business Administration and Management, General
FM Global September 2002 - Present
Allmerica Financial February 2001 - April 2002
Arkwright Mutual Insurance Company February 1983 - July 2000
Skills
Customer Service, Claim, General Insurance, Property & Casualty..., Commercial Insurance, Insurance, Underwriting, Claims Management, Leadership, Public Speaking
Education
Institute of Chartered Property and Casualty Underwriters 2010 — 2012
CPCU
Institute of Chartered Property and Casualty Underwriters 2010 — 2012
ARe
Norwich University 1978 — 1982
Bachelor of Arts (BA), Communications
MetLife April 2004 - Present
Travelers LIfe and Annuity 2004 - 2005
Allmerica Financial March 1996 - April 2004
Skills
Insurance, Retail, Management, Reinsurance, Actuarial Science, Life Insurance, Strategic Planning, Product Management, Product Development, Product Strategies, Employee Benefits, Retirement, Risk Management, Financial Services, Underwriting
Education
Providence College
Bachelor of Arts (B.A.), Mathematics